Invesco QQQ Trust Series 1QQQETF

13F holders, Q3 2024 (September 30)
3,044holders +86
173new positions
101sold out
7famous investors
$479.79avg. 13F price*

At the end of Q3 2024, 3,044 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, up 86 from Q2 2024. 173 opened new positions and 101 sold out. The largest holders were Morgan Stanley ($8.7B), Bank of America Corp. ($6.7B) and LPL Financial LLC ($4.4B). 7 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions173$2.0B
Exits101$1.8B

All 13F filers, Q2 2024 → Q3 2024: 19,951,843 shares bought and 30,227,538 shares sold, net −10,275,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,044 holders

Morgan Stanley 0.64% Add +2.2% 17,927,134 $8.7B
Bank of America Corp. 0.59% Add +15.8% 13,796,469 $6.7B
LPL Financial LLC 1.96% Add +2.4% 9,006,170 $4.4B
Wells Fargo & Company 0.92% Add +1.1% 7,750,770 $3.8B
Goldman Sachs Group Inc. 0.55% Reduce -12.5% 5,841,577 $2.9B
UBS Group AG 0.71% Add +2.0% 5,227,891 $2.6B
JPMorgan Chase & Co. 0.19% Reduce -13.8% 4,840,363 $2.4B
Ameriprise Financial Inc. 0.58% Reduce -6.8% 4,626,278 $2.3B
Royal Bank of Canada 0.50% Reduce -41.5% 4,610,973 $2.3B
Toronto Dominion Bank 3.68% Add +13.0% 4,261,790 $2.1B
HRT Financial LP 8.17% Reduce -14.8% 3,369,991 $1.6B
Susquehanna International Group, LLP 2.73% Reduce -35.3% 3,240,078 $1.6B
Envestnet Asset Management Inc. 0.50% Reduce -2.0% 3,153,867 $1.5B
Northwestern Mutual Wealth Management Co. 1.35% Reduce -2.7% 3,112,439 $1.5B
PNC Financial Services Group, Inc. 0.96% Reduce -1.1% 3,089,591 $1.5B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 69.02% Add +13.6% 2,500,000 $1.2B
Commonwealth Equity Services, LLC 1.76% Reduce -6.7% 2,373,065 $1.2B
Raymond James Financial Services Advisors, Inc. 1.50% Add +2.6% 2,299,799 $1.1B
Healthcare of Ontario Pension Plan Trust Fund 2.58% Reduce -22.9% 2,164,000 $1.1B
CHURCHILL MANAGEMENT Corp 10.22% Reduce -19.0% 1,826,253 $891.3M
Fisher Asset Management 0.36% Reduce -3.7% 1,817,380 $887.0M
National Mutual Insurance Federation of Agricultural Cooperatives 7.72% No change 1,759,000 $858.5M
BNP Paribas Financial Markets 0.80% Add +125.1% 1,675,832 $817.9M
T. Rowe Price Associates Inc. 0.09% Add +41135.8% 1,631,700 $796.4M
Osaic Holdings, Inc. 1.63% Add +0.2% 1,479,094 $722.4M
Raymond James & Associates 0.43% Add +2.8% 1,454,829 $710.1M
Citigroup Inc. 0.65% Reduce -16.5% 1,423,533 $694.8M
US Bancorp \de 0.85% Reduce -0.6% 1,363,101 $665.3M
Barclays PLC 0.29% Add +28.4% 1,352,134 $659.9M
Bank of Montreal 0.31% Reduce -30.3% 1,344,427 $654.4M
Cambridge Investment Research Advisors, Inc. 2.12% Add +0.2% 1,278,075 $623.8M
TD Asset Management Inc 0.50% Add +0.1% 1,164,738 $566.9M
HighTower Advisors, LLC 0.78% Add +4.8% 1,079,069 $526.3M
Truist Financial Corp. 0.81% Add +2.3% 1,050,279 $512.6M
Analyst IMS Investment Management Services Ltd. 19.32% Add +2.5% 1,030,456 $502.9M
Howard Capital Management, LLC 8.24% New 2,987,625 $501.7M
Jane Street Group, LLC 0.75% Reduce -6.1% 949,429 $463.4M
MML Investors Services, LLC 1.60% Add +0.1% 900,880 $439.7M
Barings LLC 10.25% Add +0.3% 887,807 $432.1M
Stifel Financial Corp. 0.45% Add +0.3% 871,333 $425.3M
Alkeon Capital Management LLC 2.27% No change 849,777 $414.8M
Rockefeller Capital Management L.P. 1.12% Add +2.3% 849,259 $414.4M
Artemis Wealth Advisors, LLC 63.45% Add +0.3% 826,558 $403.4M
Mirae Asset Global Investments Co., Ltd. 1.75% Reduce -2.9% 817,011 $394.5M
Janney Montgomery Scott LLC 1.10% Reduce -1.6% 805,554 $393.2M
Two Sigma Investments, LP 0.91% Reduce -14.7% 798,450 $389.7M
FMR LLC 0.02% Add +1.7% 778,065 $379.8M
Mariner, LLC 0.66% Add +2.9% 760,626 $371.2M
Main Management ETF Advisors, LLC 16.93% Add +33.5% 731,920 $357.2M
Fiera Capital Corp 1.02% Add +2.6% 695,543 $339.5M
Cerity Partners LLC 0.74% Add +11.5% 682,159 $333.0M
Kensington Asset Management, LLC 18.16% Add +4036.6% 684,154 $331.0M
Susquehanna Foundation 98.84% No change 673,923 $328.9M
Nissay Asset Management Corp. /Japan 2.04% Add +72.7% 660,336 $322.3M
Meitav Investment House Ltd. 5.10% Reduce -10.2% 623,156 $304.1M
Belvedere Trading LLC 18.11% Add +266.4% 619,700 $302.5M
Tower Research Capital LLC (TRC) 7.76% Add +1786.3% 600,383 $293.0M
Cwm, LLC 1.25% Reduce -0.8% 593,586 $289.7M
Kestra Advisory Services, LLC 1.59% Reduce -4.8% 590,690 $288.3M
Creative Planning 0.28% Reduce -0.2% 590,395 $286.4M
IMC-Chicago, LLC 7.68% Add +14.5% 545,180 $266.1M
Equitable Holdings, Inc. 2.57% Reduce -1.3% 542,981 $265.0M
Rafferty Asset Management, LLC 0.90% Add +0.7% 540,848 $264.0M
Private Advisor Group, LLC 1.57% Reduce -5.3% 518,631 $253.1M
CTC LLC 11.47% New 513,075 $250.4M
Canada Pension Plan Investment Board 0.24% Reduce -71.7% 509,000 $248.4M
SG Americas Securities, LLC 0.94% Add +122.5% 499,609 $243.8M
Natixis 1.37% Add +52.5% 458,936 $224.0M
Wealth Enhancement Advisory Services, LLC 0.47% Reduce -1.3% 451,355 $220.3M
Mirae Asset Securities (usa) Inc. 12.70% No change 450,000 $219.6M
GTS Securities LLC 4.26% Reduce -40.8% 433,850 $211.8M
Hudson Bay Capital Management LP 1.70% Add +1527.2% 432,963 $211.3M
Ieq Capital, LLC 2.56% Add +0.9% 427,152 $208.5M
Ritholtz Wealth Management 6.07% Add +1.9% 412,419 $201.3M
Wolverine Trading, LLC 5.17% Reduce -8.3% 407,156 $198.2M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -27.5% 402,894 $196.6M
J.Safra Asset Management Corp 18.64% Reduce -11.2% 403,071 $196.2M
Composition Wealth, LLC 4.49% Add +0.9% 397,462 $194.0M
CBIZ Investment Advisory Services, LLC 10.02% Reduce -0.0% 395,530 $193.1M
Bouchey Financial Group, Ltd. 16.61% Reduce -0.1% 380,577 $185.8M
Avantax Advisory Services, Inc. 1.22% Add +3.6% 380,462 $185.7M
Brookstone Capital Management 2.72% Add +5.2% 377,922 $184.5M
Bank Julius Baer & Co. Ltd, Zurich 0.62% Add +7.8% 326,672 $183.3M
Cibc World Market Inc. 0.40% Add +9.5% 361,169 $176.3M
Peapack Gladstone Financial Corp. 2.45% Add +0.4% 347,863 $169.8M
Invictus Private Wealth, LLC 12.90% Add +1.3% 334,023 $163.0M
Corient Private Wealth LP 0.25% Add +4.5% 329,249 $160.7M
Jump Financial, LLC 3.34% Reduce -26.4% 326,447 $159.3M
Cohen Klingenstein LLC 5.43% Reduce -0.9% 319,112 $155.7M
Baird Financial Group, Inc. 0.30% Add +8.8% 314,806 $153.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12.50% Reduce -0.0% 307,932 $150.5M
Two Sigma Advisers, LP 0.35% Reduce -10.4% 303,680 $148.2M
Atria Wealth Solutions, Inc. 1.60% Reduce -8.7% 301,581 $147.3M
Consolidated Investment Group LLC 21.79% No change 300,565 $146.7M
Millennium Management 0.13% Add +206.9% 293,805 $143.4M
MAI Capital Management 1.37% Add +1.9% 293,178 $143.1M
Q3 Asset Management 33.46% Add +24.3% 293,000 $143.0M
Citadel Advisors 0.15% Reduce -91.1% 292,658 $142.8M
Jefferies Financial Group Inc. 2.48% Add +14.1% 291,702 $142.4M
Optiver Holding B.V. 3.57% Reduce -51.6% 287,151 $140.1M
Harbour Investments, Inc. 4.20% Reduce -2.0% 286,325 $139.7M
Steward Partners Investment Advisory, LLC 1.25% Add +4.4% 277,585 $135.5M
Northern Trust Corp. 0.02% Add +0.3% 272,366 $132.9M
Harvard Management Co. Inc. 7.52% Reduce -61.0% 267,820 $130.7M
Stephens Inc. 1.84% Add +5.0% 266,247 $129.9M
IHT Wealth Management, LLC 3.68% Add +42.5% 267,180 $129.7M
PPSC Investment Service Corp 15.28% Reduce -1.0% 265,679 $129.7M
Saudi Central Bank 12.44% No change 263,622 $128.8M
Steel Grove Capital Advisors, LLC 17.88% Reduce -5.3% 261,519 $127.3M
Bailard, Inc. 3.27% Reduce -1.7% 257,632 $125.7M
Banco Bilbao Vizcaya Argentaria, S.A. 1.16% Add +19.8% 238,845 $116.3M
Trilogy Capital Inc. 5.86% Add +5.3% 238,166 $116.2M
Prime Capital Investment Advisors, LLC 1.65% Add +0.3% 237,073 $115.7M
Blair William & Co. 0.33% Add +3.4% 233,339 $113.9M
Stadion Money Management, LLC 8.57% Reduce -0.9% 232,896 $113.7M
Sanders Morris Harris LLC 18.24% Add +0.1% 225,209 $109.9M
Lido Advisors, LLC 0.83% Add +123.7% 430,376 $109.6M
Thrivent Financial for Lutherans 0.21% Add +7.2% 223,289 $109.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -6.3% 222,491 $108.6M
Walleye Capital LLC 1.27% Add +1082.0% 221,540 $108.1M
Old Mission Capital LLC 2.37% New 221,540 $108.1M
NewEdge Advisors, LLC 0.69% Add +13.3% 244,628 $106.7M
Stratos Wealth Partners, LTD. 1.54% Add +11.2% 216,562 $105.7M
Modern Wealth Management, LLC 6.44% Reduce -6.5% 215,001 $104.9M
Hollencrest Capital Management 4.33% Reduce -0.6% 214,663 $104.8M
iA Global Asset Management Inc. 1.81% Add +3.9% 211,385 $103.2M
Cresset Asset Management, LLC 0.40% Add +5.6% 208,700 $102.0M
Steele Capital Management, Inc. 5.31% Add +0.0% 207,719 $101.5M
Quadrature Capital Ltd 2.27% Add +112.7% 204,839 $100.0M
Parker Investment Management, LLC 15.73% Reduce -2.6% 199,323 $97.3M
Apexium Financial, LP 6.39% Reduce -0.6% 198,464 $96.9M
Captrust Financial Advisors 0.28% Reduce -10.5% 190,322 $92.9M
Baltimore-Washington Financial Advisors, Inc. 4.96% Add +1.1% 186,515 $91.0M
Taiyo Life Insurance Co. 7.12% No change 184,000 $89.8M
Georgetown University 27.94% Add +0.2% 183,655 $89.6M
Integrated Wealth Concepts LLC 1.08% Add +4.7% 181,604 $88.6M
Northeast Financial Consultants Inc 3.84% Add +1.5% 180,086 $87.9M
Schonfeld Strategic Advisors LLC 0.71% Reduce -58.1% 179,638 $87.7M
National Bank of Canada 0.12% Reduce -14.9% 179,555 $87.6M
Bell Bank 10.35% Reduce -57.0% 179,162 $87.4M
Perigon Wealth Management, LLC 2.24% Add +0.9% 170,405 $83.2M
Sun Life Financial Inc. 4.62% Add +0.3% 169,660 $82.8M
Beacon Capital Management, Inc. 3.44% Add +10.5% 169,134 $82.5M
NSI Retail Advisors, LLC 12.24% Reduce -14.6% 168,575 $82.3M
CSM Advisors, LLC 5.38% Reduce -24.0% 168,575 $82.3M
Dynamic Advisor Solutions LLC 2.46% Reduce -3.3% 167,838 $81.9M
Main Management LLC 6.71% Add +15.3% 167,096 $81.6M
Foundations Investment Advisors, LLC 1.70% Add +16.4% 165,556 $80.8M
Rollins Financial Advisors, LLC 13.36% Reduce -4.6% 164,953 $80.5M
Focus Financial Network, Inc. 3.27% Reduce -1.1% 164,048 $80.1M
USA Financial Formulas 12.38% Reduce -2.7% 163,155 $79.6M
Nicholas Hoffman & Company, LLC. 3.35% Add +0.1% 163,013 $79.6M
Campbell Wealth Management 7.04% Add +1.8% 161,909 $79.0M
Pittenger & Anderson Inc. 2.93% Reduce -0.3% 160,134 $78.2M
Meridian Wealth Management, LLC 3.80% New 157,951 $77.1M
HSBC Holdings PLC 0.05% Reduce -35.6% 156,760 $76.2M
Kestra Private Wealth Services, LLC 1.40% Add +16.1% 155,870 $76.1M
D.A. Davidson & Co. 0.63% Add +1.5% 155,863 $76.1M
Frank, Rimerman Advisors LLC 5.40% Reduce -0.3% 155,849 $76.1M
Advisory Services Network, LLC 1.56% No change 157,615 $75.5M
Federation des caisses Desjardins du Quebec 0.37% Reduce -2.6% 154,430 $75.4M
Wealthfront Advisers LLC 0.23% Add +6.8% 153,465 $74.9M
Diversify Advisory Services, LLC 4.03% Reduce -31.5% 150,967 $74.9M
Berkshire Money Management, Inc. 8.56% Add +3.8% 153,223 $74.8M
RiverFront Investment Group, LLC 1.75% Add +13.7% 152,407 $74.4M
Nan Shan Life Insurance Co., Ltd. 1.75% New 152,378 $74.4M
Greenup Street Wealth Management LLC 15.27% Reduce -1.0% 151,544 $74.0M
Beacon Pointe Advisors, LLC 0.84% Reduce -2.0% 149,598 $73.0M
Edmond DE Rothschild Holding S.A. 1.16% Add +4.3% 146,904 $71.7M
Focus Partners Wealth 0.23% Reduce -57.5% 146,691 $70.9M
Sigma Planning Corp 2.16% Reduce -10.3% 144,431 $70.5M
Daiwa Securities Group Inc. 0.33% Reduce -23.8% 144,358 $70.5M
Wescott Financial Advisory Group, LLC 7.57% Add +3.1% 144,244 $70.4M
Western Wealth Management, LLC 3.98% Reduce -4.3% 142,891 $69.7M
Arrow Financial Corp 6.38% Add +7.2% 141,366 $69.0M
Prospera Financial Services Inc 1.75% Reduce -0.2% 140,340 $68.5M
Comerica Bank 0.27% Add +0.4% 140,070 $68.4M
Clearstead Trust, LLC 16.35% Add +1.3% 139,938 $68.3M
Yarbrough Capital, LLC 2.78% No change 139,887 $68.3M
Pinnacle Associates Ltd. 1.16% Reduce -1.4% 166,014 $68.0M
Cornerstone Planning Group LLC 17.72% Add +4.4% 134,097 $67.1M
Level Four Advisory Services, LLC 2.82% Reduce -0.8% 138,441 $67.0M
Industrial Alliance Investment Management Inc. 33.94% Add +9.7% 136,465 $66.6M
Oppenheimer & Co. Inc. 1.01% Reduce -4.7% 136,099 $66.4M
Silicon Valley Capital Partners 8.62% Add +0.9% 135,669 $66.2M
CIBC Private Wealth Group LLC 0.12% Add +8.1% 135,483 $66.1M
Allworth Financial LP 0.40% Reduce -6.3% 134,847 $65.8M
Focused Wealth Management, Inc 8.83% Add +11.3% 134,251 $65.5M
Larson Financial Group LLC 3.66% Add +1.6% 131,734 $64.3M
Global Retirement Partners, LLC 1.93% Add +3.5% 131,186 $64.0M
Wealthspire Advisors, LLC 0.64% Add +7.6% 129,521 $63.2M
Pine Ridge Advisers LLC 6.29% Add +5.2% 129,604 $63.2M
Baker Avenue Asset Management, LP 1.99% Add +2.0% 128,802 $62.9M
M&T Bank Corp 0.20% Reduce -4.0% 127,160 $62.1M
Maxi Investments CY Ltd 16.51% New 126,674 $61.9M
Csenge Advisory Group 3.17% Add +3.7% 123,393 $60.9M
Independent Financial Group, LLC 2.23% Reduce -3.5% 123,999 $60.5M
Citizens Financial Group Inc. 1.20% Add +32.1% 122,563 $59.8M
Wallace Hart LLC 44.89% Add +0.5% 122,527 $59.8M
American Financial Advisors, LLC 8.15% Reduce -2.5% 122,255 $59.7M
Kennicott Capital Management LLC 22.77% Add +0.5% 121,659 $59.4M
Prudential Financial Inc. 0.08% Reduce -2.4% 121,539 $59.3M
Royal Fund Management, LLC 4.19% Add +88.5% 121,012 $59.3M
Bank Hapoalim BM 9.41% Add +5.5% 121,397 $59.3M
M Holdings Securities, Inc. 14.79% Reduce -3.6% 120,461 $58.8M
Bokf, NA 1.04% Add +1.0% 121,859 $58.7M
Ameritas Advisory Services, LLC 2.52% Reduce -31.6% 119,724 $58.4M
Centaurus Financial, Inc. 3.71% Reduce -23.2% 119,433 $58.3M
Winthrop Advisory Group LLC 7.18% Add +5.5% 118,841 $58.1M
One Capital Management, LLC 1.85% Reduce -34.3% 118,796 $58.0M
Intergy Private Wealth, LLC 21.95% Add +0.2% 118,081 $57.6M
King Wealth Management Group 8.88% Reduce -0.9% 116,811 $57.0M
Sowell Financial Services LLC 2.65% Reduce -3.2% 116,493 $56.9M
Concurrent Investment Advisors, LLC 1.69% Add +13.3% 116,613 $56.9M
AdvisorShares Investments LLC 10.87% Reduce -1.2% 116,186 $56.7M
Maven Securities LTD 6.35% Add +132.5% 115,172 $56.2M
Embree Financial Group 10.00% Add +4.4% 115,080 $56.2M
CJM Wealth Advisers, Ltd. 18.97% Add +0.5% 113,441 $55.4M
OVERSEA-CHINESE BANKING Corp Ltd 1.54% Reduce -9.0% 112,690 $55.0M
EP Wealth Advisors, LLC 0.47% Add +22.0% 112,364 $54.8M
J.W. Cole Advisors, Inc. 2.28% Add +0.3% 111,222 $54.3M
Wilmington Savings Fund Society, FSB 0.97% Add +92.0% 110,159 $53.8M
Belpointe Asset Management LLC 3.22% Reduce -4.8% 110,105 $53.7M
Mackenzie Financial Corp. 0.07% Reduce -1.4% 110,096 $53.7M
Apollon Wealth Management, LLC 1.52% Reduce -6.5% 109,893 $53.6M
Twin Tree Management, LP 1.24% New 109,382 $53.4M
IFP Advisors, Inc 1.87% Reduce -1.1% 106,233 $51.9M
Allianz SE 1.40% Add +68.6% 106,148 $51.8M
Man Group plc 0.15% Add +86.4% 105,709 $51.6M
Balyasny Asset Management L.P. 0.13% Reduce -54.0% 104,851 $51.2M
FIL Ltd 0.05% Add +29.0% 104,788 $51.1M
Temasek Holdings (Private) Ltd 0.20% New 102,925 $50.2M
Pacific Center for Financial Services 13.11% Reduce -0.6% 101,966 $49.8M
Evensky & Katz LLC 3.22% Reduce -2.2% 101,230 $49.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12.27% Add +0.1% 99,876 $48.8M
Kentucky Farm Bureau Mutual Insurance Co 10.54% No change 100,000 $48.8M
Ardmore Road Asset Management LP 6.29% New 100,000 $48.8M
Kingsview Wealth Management, LLC 1.02% Add +4.7% 98,920 $48.3M
Rockport Wealth LLC 12.83% New 98,584 $48.1M
Tudor Investment Corporation 0.53% New 98,531 $48.1M
Fusion Family Wealth, LLC 4.42% Add +0.1% 98,422 $48.0M
Walleye Trading LLC 1.14% Reduce -64.0% 97,565 $47.6M
Essex Financial Services, Inc. 3.40% Reduce -0.8% 95,260 $47.2M
Jones Financial Companies LLLP 0.05% Add +96.0% 95,484 $46.5M
Sequoia Financial Advisors, LLC 0.50% Add +1.1% 95,153 $46.4M
Venture Visionary Partners LLC 2.05% Add +21.5% 94,846 $46.3M
Parcion Private Wealth LLC 3.85% Add +0.9% 94,825 $46.3M
Ascent Wealth Partners, LLC 6.41% Add +0.4% 94,245 $46.0M
McElhenny Sheffield Capital Management, LLC 15.04% Reduce -4.3% 93,957 $45.9M
Centiva Capital, LP 2.06% New 93,199 $45.5M
Wealthcare Advisory Partners LLC 1.29% Reduce -5.2% 92,973 $45.4M
Amundi 0.02% Add +6.6% 92,288 $45.2M
Socha Financial Group, LLC 19.41% Add +2.4% 91,650 $44.7M
Orion Porfolio Solutions, LLC 0.45% Add +7.4% 91,619 $44.7M
Orion Portfolio Solutions, LLC 0.45% Add +7.4% 91,619 $44.7M
Fifth Third Securities, Inc. 4.23% Reduce -10.1% 91,572 $44.7M
Mutual Advisors, LLC 1.31% Reduce -1.4% 90,777 $44.7M
Portfolio Strategies, Inc. 6.02% Reduce -1.9% 91,400 $44.6M
B & T Capital Management DBA Alpha Capital Management 8.36% Reduce -9.6% 91,095 $44.5M
Alliancebernstein L.P. 0.01% Reduce -13.7% 90,007 $43.9M
AMG National Trust Bank 1.19% Reduce -2.8% 89,774 $43.8M
AE Wealth Management LLC 0.39% Reduce -13.4% 88,980 $43.4M
Valence8 US LP 18.75% Add +14.9% 88,149 $43.0M
Safeguard Investment Advisory Group, LLC 12.24% Add +0.4% 87,951 $42.9M
Axxcess Wealth Management, LLC 1.08% Add +41.7% 90,906 $42.9M
Beacon Capital Management, LLC 6.07% Add +4.0% 87,526 $42.7M
TD Private Client Wealth LLC 1.23% Add +4.6% 87,295 $42.6M
Smith Chas P & Associates Pa Cpas 2.39% Reduce -3.3% 86,930 $42.4M
Engineers Gate Manager LP 0.82% Add +87.9% 86,482 $42.2M
Johnson Investment Counsel Inc. 0.41% Add +16.8% 86,250 $42.1M
IFG Advisory, LLC 2.67% Add +5.3% 85,843 $41.9M
Wedbush Securities Inc. 1.55% Reduce -23.3% 85,789 $41.9M
Bank of New York Mellon Corp 0.01% Reduce -72.2% 85,464 $41.7M
Merit Financial Group, LLC 0.93% Add +1.3% 84,768 $41.4M
Smithfield Trust Co 2.01% Add +15.3% 84,239 $41.0M
GenTrust, LLC 2.01% Add +105.4% 83,865 $41.0M
HB Wealth Management, LLC 0.44% Reduce -1.1% 83,825 $40.9M
PFG Advisors 2.58% Add +3.6% 83,721 $40.9M
Jacobi Capital Management LLC 3.04% Add +1.0% 82,491 $40.3M
Mine & Arao Wealth Creation & Management, LLC. 18.68% Reduce -4.2% 82,428 $40.2M
CoreCap Advisors, LLC 1.89% New 82,337 $40.2M
Waverly Advisors, LLC 0.74% Reduce -4.1% 82,112 $40.1M
RFG Holdings, Inc. 14.01% Add +1.9% 81,343 $39.7M
NTV Asset Management LLC 5.29% Reduce -1.1% 81,078 $39.6M
Trifecta Capital Advisors, LLC 8.28% Add +1.3% 81,034 $39.6M
Segment Wealth Management, LLC 2.71% Reduce -3.3% 80,828 $39.4M
Factory Mutual Insurance Co. 0.40% No change 80,154 $39.1M
Gemsstock Ltd. 18.91% New 80,100 $39.1M
Tanglewood Wealth Management, Inc. 4.47% Reduce -0.8% 79,503 $38.8M
GPS Wealth Strategies Group, LLC 5.17% Add +7.9% 79,501 $38.8M
Kozak & Associates, Inc. 9.14% Reduce -2.3% 78,784 $38.7M
Cantor Fitzgerald Investment Advisors L.P. 2.61% Add +27.9% 78,547 $38.3M
Aragon Global Management, LP 15.95% No change 77,995 $38.1M
Lwmg, LLC 7.15% Add +1.9% 77,055 $37.6M
Nwam LLC 2.29% New 76,983 $37.6M
Richmond Brothers, Inc. 23.14% Add +98.7% 76,907 $37.5M
Klingenstein Fields & Co. LP 1.49% Reduce -3.4% 76,783 $37.5M
IFG Advisors, LLC 7.86% Reduce -20.9% 75,328 $36.8M
Garda Capital Partners LP 9.08% Add +5.3% 74,676 $36.4M
Jmac Enterprises LLC 5.82% Add +2.7% 74,622 $36.4M
Financiere des Professionnels - Fonds d'investissement inc. 2.46% Add +11.3% 73,750 $36.0M
Bleakley Financial Group, LLC 1.09% Reduce -1.0% 73,460 $35.9M
Capula Management Ltd 0.45% Reduce -49.5% 73,047 $35.7M
Affinity Wealth Management LLC 6.28% Add +0.8% 72,501 $35.4M
Connective Capital Management, LLC 32.67% Add +3846.9% 72,741 $35.2M
Pathstone Holdings, LLC 0.16% Reduce -71.0% 71,980 $35.1M
Cooper Financial Group 4.56% Add +7.5% 71,950 $35.1M
Lodestar Private Asset Management LLC 4.45% Add +1.0% 71,654 $35.0M
Arax Advisory Partners 3.11% Reduce -7.0% 71,363 $34.8M
Money Concepts Capital Corp. 2.64% Add +4.8% 71,192 $34.7M
Bank Pictet & Cie (Europe) AG 0.81% Reduce -4.5% 70,242 $34.3M
Integrated Advisors Network LLC 1.64% Reduce -4.8% 69,716 $34.0M
Fortune 45 LLC 23.97% Add +3.5% 69,369 $33.9M
Altus Wealth Management, LLC 15.78% Reduce -3.2% 68,906 $33.6M
Falcon Wealth Planning 3.95% Add +5.2% 68,846 $33.6M
Round Rock Advisors LLC 7.84% Reduce -0.8% 68,732 $33.5M
SlateStone Wealth, LLC 3.01% Reduce -11.6% 68,594 $33.5M
Prostatis Group LLC 10.94% Add +45.6% 68,484 $33.4M
Ensign Peak Advisors, Inc 0.06% New 68,400 $33.4M
CW Advisors, LLC 0.45% Add +611.0% 68,395 $33.4M
TD Waterhouse Canada Inc. 0.27% Add +2.4% 69,255 $33.3M
Amplius Wealth Advisors, LLC 3.61% Add +3.5% 67,739 $33.1M
Harel Insurance Investments & Financial Services Ltd. 0.57% Reduce -22.1% 67,574 $33.0M
SteelPeak Wealth, LLC 1.45% Reduce -12.0% 67,117 $32.8M
Fullerton Fund Management Co Ltd. 1.38% Reduce -56.6% 67,179 $32.8M
International Assets Investment Management, LLC 2.65% Reduce -4.5% 66,765 $32.6M
Gratus Wealth Advisors, LLC 5.30% Add +1.7% 67,242 $32.4M
Geneos Wealth Management Inc. 1.23% Add +39.2% 66,203 $32.3M
U.S. Capital Wealth Advisors, LLC 1.15% Reduce -14.1% 66,113 $32.3M
Oxler Private Wealth LLC 11.22% Add +2.2% 65,974 $32.2M
Aft, Forsyth & Sober, LLC 10.58% Add +0.1% 65,925 $32.2M
Pacific Capital Wealth Advisors, Inc. 5.40% Add +12.7% 65,854 $32.1M
Clear Creek Financial Management, LLC 3.63% Reduce -27.3% 65,633 $32.0M
First Heartland Consultants, Inc. 3.44% Add +29.2% 65,592 $32.0M
Axiom Advisory, LLC 0.30% Add +62.3% 67,145 $31.8M
Edgestream Partners, L.P. 1.40% Reduce -2.0% 65,047 $31.7M
Phoenix Financial Ltd. 0.47% Add +390.0% 64,848 $31.7M
Tucker Asset Management LLC 7.34% Add +7.4% 64,779 $31.6M
Jaffetilchin Investment Partners, LLC 2.40% Reduce -0.1% 64,682 $31.6M
Savoie Capital LLC 3.85% Add +0.0% 64,614 $31.5M
Halter Ferguson Financial Inc. 17.78% Add +78.5% 64,402 $31.4M
Madrona Financial Services, LLC 8.72% Add +7.5% 64,317 $31.4M
Allen Investment Management, LLC 0.37% Reduce -0.6% 63,696 $31.1M
Regal Investment Advisors LLC 2.17% Reduce -1.6% 63,363 $30.9M
PGIM Custom Harvest LLC 0.62% Add +65.9% 63,114 $30.8M
Credit Agricole S A 0.16% Add +132.5% 62,601 $30.6M
Murchinson Ltd. 13.49% New 62,500 $30.5M
ING Groep NV 0.18% No change 62,369 $30.4M
PSI Advisors, LLC 8.87% Reduce -0.8% 62,015 $30.3M
Fortis Capital Advisors, LLC 10.11% Add +3.6% 61,954 $30.2M
Briaud Financial Planning Inc 15.58% Add +0.0% 61,820 $30.2M
Bridgewater Advisors Inc. 3.14% New 59,970 $30.0M
USAdvisors Wealth Management, LLC 10.49% Add +4.3% 61,606 $30.0M
New Perspectives, Inc 15.94% Reduce -2.4% 61,310 $29.9M
Client First Capital LLC 16.48% Add +0.6% 61,099 $29.8M
Connecticut Wealth Management, LLC 1.44% Reduce -3.0% 61,094 $29.8M
Smart Money Group LLC 10.59% Add +0.9% 61,359 $29.7M
Eagle Capital Management, LLC 12.30% Reduce -6.5% 60,501 $29.5M
Pinkerton Wealth, LLC 4.28% Reduce -35.4% 60,366 $29.5M
Great Valley Advisor Group, Inc. 0.72% Add +4.8% 60,089 $29.3M
Whittier Trust Co. of Nevada Inc. 0.76% Reduce -1.1% 60,065 $29.3M
Harvest Investment Advisors, LLC 19.86% Add +2.1% 59,811 $29.2M
CreativeOne Wealth, LLC 0.99% Add +17.7% 59,416 $29.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.41% Add +1.5% 59,345 $29.0M
Prudent Investors Network, Inc. 8.88% Reduce -5.3% 59,258 $28.9M
Northern Capital Management, Inc. 18.23% Reduce -0.2% 59,095 $28.8M
Vontobel Holding Ltd. 0.09% Reduce -17.9% 59,030 $28.8M
DHJJ Financial Advisors, Ltd. 11.32% Add +0.6% 58,621 $28.6M
Choreo, LLC 0.42% Add +2.5% 59,373 $28.6M
Transamerica Financial Advisors, LLC 2.79% New 58,512 $28.6M
Aptus Capital Advisors, LLC 0.43% Add +1.4% 58,375 $28.5M
Dakota Wealth Management 0.64% Add +14.9% 57,986 $28.3M
Texas Yale Capital Corp. 1.22% Add +0.3% 57,652 $28.1M
Regions Financial Corp. 0.20% Add +0.5% 57,208 $27.9M
Sumitomo Mitsui Financial Group, Inc. 0.62% Add +29.5% 56,868 $27.8M
Thoroughbred Financial Services, LLC 1.79% Add +1.6% 56,828 $27.7M
MBE Wealth Management, LLC 15.05% Reduce -0.1% 55,876 $27.3M
Wealthspire Retirement, LLC 2.21% Add +2.5% 55,845 $27.3M
Bessemer Group Inc. 0.04% Add +55.6% 55,786 $27.2M
Franklin Resources Inc. 0.01% Add +59.9% 54,655 $27.2M
Oppenheimer Asset Management Inc. 0.33% Add +128.6% 55,508 $27.1M
Fairfield Financial Advisors, LTD 9.17% Reduce -0.8% 54,967 $26.8M
Goldstone Financial Group, LLC 4.65% Add +6.5% 54,774 $26.7M
Arete Wealth Advisors, LLC 2.28% Reduce -18.9% 63,538 $26.7M
D. Scott Neal, Inc. 14.09% Add +6.5% 54,496 $26.6M
Neuberger Berman Group LLC 0.02% Add +18.8% 54,467 $26.6M
Harfst & Associates, Inc. 5.91% Reduce -4.6% 53,919 $26.3M
Snowden Capital Advisors LLC 0.79% Add +1.7% 53,800 $26.3M
Zimmermann Investment Management & Planning LLC 8.07% Add +7.3% 53,868 $26.3M
Kiley Juergens Wealth Management, LLC 6.80% Reduce -0.8% 53,675 $26.2M
Mount Lucas Management LP 8.86% Add +35.7% 53,283 $26.0M
Certified Advisory Corp 2.88% Add +3.3% 53,225 $26.0M
Townsquare Capital LLC 0.31% Add +9.3% 53,201 $26.0M
Balanced Wealth Group LLC 11.48% Reduce -9.2% 53,174 $26.0M
HBW Advisory Services LLC 3.75% Add +48.3% 52,548 $25.6M
Commonwealth Financial Services, LLC 5.06% Reduce -2.1% 53,209 $25.6M
TCP Asset Management, LLC 5.90% Add +1.9% 52,451 $25.6M
Roundview Capital LLC 1.85% Reduce -0.8% 52,293 $25.5M
Cavalier Investments, LLC 7.80% Reduce -3.4% 52,102 $25.4M
Pps&v Asset Management Consultants, Inc. 17.35% Reduce -2.6% 51,827 $25.3M
Scott Capital Advisors, LLC 7.17% Reduce -1.1% 51,777 $25.3M
Copperwynd Financial, LLC 7.59% Reduce -4.2% 51,695 $25.2M
Clarity Wealth Advisors, LLC 7.32% Add +2.3% 51,601 $25.2M
Investment Advisory Services Inc. /TX 8.90% Add +2.4% 51,598 $25.2M
Kwmg, LLC 2.52% Reduce -1.0% 51,267 $25.0M
Resolute Advisors LLC 5.05% Add +1.8% 50,341 $24.6M
Circle Wealth Management, LLC 0.54% Add +6.3% 50,316 $24.6M
Aster Capital Management (DIFC) Ltd 5.31% — 50,266 $24.5M
Good Life Advisors, LLC 1.50% Add +118.8% 50,052 $24.4M
&partners 0.47% Add +61.8% 49,865 $24.4M
Onyx Bridge Wealth Group LLC 3.64% Reduce -3.1% 49,438 $24.1M
Strategic Advocates LLC 8.61% Add +0.0% 49,285 $24.1M
Warwick Investment Management, Inc. 5.68% Add +0.2% 49,103 $24.0M
Arkadios Wealth Advisors 1.36% Add +16.8% 49,052 $23.9M
SpiderRock Advisors, LLC 0.51% Add +6.7% 48,874 $23.9M
AtlasMark Financial, Inc 22.14% — 48,800 $23.8M
Impact Partnership Wealth, LLC 5.36% Add +12.8% 48,711 $23.8M
Davidson Capital Management Inc. 6.84% Add +8.4% 48,613 $23.7M
Brown Advisory Inc. 0.03% Add +0.0% 48,580 $23.7M
Pinnacle Wealth Management Advisory Group, LLC 2.26% Add +5.0% 48,392 $23.6M
Banco Santander, S.A. 0.28% Reduce -4.3% 48,205 $23.5M
Qube Research & Technologies Ltd 0.04% Reduce -67.4% 47,963 $23.4M
Shulman DeMeo Asset Management LLC 5.73% Add +0.7% 47,806 $23.3M
Invst, LLC 2.82% Reduce -4.4% 47,687 $23.3M
Sachetta, LLC 9.21% Reduce -0.9% 47,653 $23.3M
Valeo Financial Advisors, LLC 0.66% Add +4.8% 47,520 $23.2M
D'Orazio & Associates, Inc. 3.30% Reduce -0.0% 47,466 $23.2M
Benjamin Edwards Inc. 0.34% Add +6291.4% 47,296 $23.1M
Lowe Wealth Advisors, LLC 9.93% Reduce -4.8% 47,206 $23.0M
Allspring Global Investments Holdings, LLC 0.04% Reduce -53.9% 47,065 $23.0M
Stevens Capital Management LP 3.26% New 46,880 $22.9M
Burns J W & Co. Inc. 2.95% Add +0.5% 46,550 $22.7M
OneDigital Investment Advisors LLC 0.26% Add +0.6% 46,544 $22.7M
Betterment LLC 0.05% Add +24.4% 46,497 $22.7M
United Capital Financial Advisors, LLC 0.19% Add +1.7% 46,365 $22.6M
Nations Financial Group Inc, /Ia/ 1.64% Add +1.6% 46,218 $22.6M
Verition Fund Management LLC 0.17% Add +18.4% 46,184 $22.5M
Allianz Asset Management GmbH 0.03% Reduce -72.3% 46,140 $22.5M
Conservest Capital Advisors, Inc. 2.28% No change 50,126 $22.3M
Parallel Advisors, LLC 0.52% Add +2.4% 45,531 $22.2M
Ellis Investment Partners, LLC 4.33% Add +5.4% 45,514 $22.2M
Horizon Wealth Management, LLC 4.42% Reduce -62.4% 45,421 $22.2M
Spinnaker Trust 1.36% Add +1.6% 45,240 $22.1M
Platt Investment Counsel, LLC 19.56% Add +2.3% 45,146 $22.0M
CIBC Asset Management Inc 0.07% Reduce -47.9% 45,002 $22.0M
AJ Advisors, LLC 11.26% Add +4.8% 44,999 $22.0M
Davies Financial Advisors, Inc. 19.14% Add +2.5% 44,938 $21.9M
Capstone Investment Advisors, LLC 0.76% Reduce -86.6% 44,625 $21.8M
Parisi Gray Wealth Management 7.16% Add +0.4% 44,403 $21.7M
Quantinno Capital Management LP 0.28% Add +20.2% 44,268 $21.6M
Arvest Bank Trust Division 1.24% — 44,184 $21.6M
Moloney Securities Asset Management, LLC 2.90% Add +0.5% 44,112 $21.5M
World Investment Advisors 0.67% Add +10.2% 43,898 $21.4M
SOL Capital Management CO 2.37% Add +1.6% 43,811 $21.4M
Commerce Bank 0.13% Add +7.1% 43,796 $21.4M
Archer Investment Corp 5.72% Add +10.2% 43,603 $21.3M
Greenwood Gearhart LLC 1.77% Add +11.6% 43,535 $21.2M
Running Point Capital Advisors, LLC 8.20% Reduce -3.3% 43,466 $21.2M
Retirement Planning Group, LLC 1.15% Add +40.2% 43,416 $21.2M
TruWealth Advisors, LLC 1.29% Reduce -0.6% 43,247 $21.1M
Eagle Global Advisors LLC 1.05% Reduce -0.3% 43,148 $21.1M
KCM Investment Advisors LLC 0.72% Add +1.5% 43,110 $21.0M
Anchor Investment Management, LLC 1.98% Add +1.6% 42,889 $20.9M
Synovus Financial Corp. 0.24% Reduce -6.1% 42,778 $20.9M
Principal Securities, Inc. 0.50% Add +2.1% 42,708 $20.8M
WealthCare Investment Partners, LLC 9.12% Reduce -0.5% 43,148 $20.8M
Certuity, LLC 2.25% Reduce -63.6% 42,569 $20.8M
Hudock, Inc. 3.59% Add +0.3% 42,543 $20.8M
Freestone Capital Holdings, LLC 0.72% Add +10.1% 42,506 $20.7M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -51.6% 42,377 $20.7M
Creekmur Asset Management LLC 4.86% Add +4.5% 42,339 $20.7M
Beacon Financial Planning, Inc. 12.69% Reduce -1.7% 42,110 $20.6M
Yeomans Consulting Group, Inc. 7.68% Reduce -8.4% 42,089 $20.5M
Tidal Investments LLC 0.23% Add +103.0% 42,047 $20.5M
Cedar Mountain Advisors, LLC 4.61% Reduce -7.0% 41,871 $20.4M
Pine Valley Investments Ltd Liability Co 1.41% New 41,823 $20.4M
Ameritas Investment Partners, Inc. 0.67% Add +32.6% 41,857 $20.4M
Asset Allocation Strategies LLC 5.78% Reduce -18.0% 41,596 $20.3M
Altfest L J & Co. Inc. 2.70% Reduce -1.0% 41,568 $20.3M
Fermata Advisors, LLC 4.11% Add +8.3% 41,516 $20.3M
Peak Planning Group, LLC 8.87% Add +21.3% 41,471 $20.2M
Flputnam Investment Management Co. 0.36% Add +1.3% 41,458 $20.2M
Blue Zone Wealth Advisors, LLC 6.28% Add +5.8% 41,387 $20.2M
Fox Financial, Inc 17.55% Add +0.3% 41,232 $20.1M
Washburn Capital Management, Inc. 14.28% Reduce -6.2% 40,843 $19.9M
Asset Management Group, Inc. 2.81% Add +1.0% 40,778 $19.9M
KPP Advisory Services LLC 4.77% Reduce -8.4% 40,767 $19.9M
Kingswood Wealth Advisors, LLC 1.41% Add +38.6% 40,575 $19.8M
Penobscot Investment Management Company, Inc. 1.78% Add +0.5% 40,553 $19.8M
Deutsche Bank AG 0.01% Reduce -28.8% 40,280 $19.7M
Magnolia Capital Management Ltd. 15.54% Add +0.1% 40,053 $19.5M
KilterHowling LLC 12.28% Add +1.1% 40,048 $19.5M
Garde Capital, Inc. 1.28% Reduce -4.4% 40,016 $19.5M
Capital Advisors Wealth Management, LLC 3.59% Reduce -4.0% 39,969 $19.5M
Stratos Wealth Advisors, LLC 0.89% Add +19.8% 39,905 $19.5M
Kovack Advisors, Inc. 2.06% Reduce -0.7% 39,757 $19.4M
Ballentine Partners, LLC 0.33% Add +0.7% 39,370 $19.2M
Crescent Grove Advisors, LLC 1.95% Add +2.1% 39,070 $19.1M
Point72 Europe (London) LLP 1.61% Reduce -67.4% 39,100 $19.1M
AQR Capital Management 0.03% Add +224.0% 39,011 $19.0M
Kaye Capital Management 7.61% Add +1.2% 38,917 $19.0M
Silverleafe Capital Partners, LLC 6.69% Reduce -6.1% 38,794 $18.9M
Red Wave Investments LLC 6.59% Reduce -2.3% 38,705 $18.9M
Townsend Asset Management Corp. /NC/ 7.00% Reduce -0.6% 38,659 $18.9M
Summit Wealth Partners, LLC 3.63% Reduce -0.9% 38,610 $18.8M
Darrow Company, Inc. 10.90% Add +1.1% 38,431 $18.8M
Virtue Capital Management, LLC 3.75% Reduce -15.7% 38,419 $18.8M
SAM Advisors, LLC 6.88% Reduce -1.6% 38,385 $18.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -45.8% 38,239 $18.7M
LifeSteps Financial, Inc. 14.60% Reduce -1.0% 38,236 $18.7M
CRA Financial Services, LLC 3.40% Add +2.2% 37,955 $18.5M
Dumont & Blake Investment Advisors LLC 4.94% Reduce -50.3% 37,949 $18.5M
Schnieders Capital Management LLC 3.55% Reduce -4.3% 37,911 $18.5M
Vivid Wealth Management, LLC 9.66% Add +8.1% 37,873 $18.5M
Sanchez Wealth Management Group 5.63% Add +5.2% 37,825 $18.5M
First United Bank & Trust 6.63% Reduce -2.6% 37,807 $18.5M
Lake Street Private Wealth, LLC 2.96% Reduce -9.9% 37,629 $18.4M
Capital Management Associates, Inc 7.50% Reduce -1.0% 37,620 $18.4M
Arkansas Financial Group, Inc. 3.00% Add +22.1% 37,581 $18.3M
Robertson Stephens Wealth Management, LLC 0.67% Add +111.1% 37,396 $18.3M
Greenwich Wealth Management LLC 1.24% Reduce -0.4% 37,287 $18.2M
Migdal Insurance & Financial Holdings Ltd. 0.29% Add +1.5% 37,078 $18.1M
Transcend Capital Advisors, LLC 1.21% Reduce -0.9% 37,062 $18.1M
Evergreen Capital Management LLC 0.61% Add +0.4% 36,928 $18.0M
GenWealth Group, Inc. 4.15% Reduce -6.2% 36,958 $18.0M
Cornerstone Wealth Management, LLC 1.27% Add +0.4% 36,898 $18.0M
Foster Victor Wealth Advisors, LLC 1.44% Reduce -1.8% 36,445 $18.0M
Quattro Financial Advisors LLC 5.07% Reduce -13.3% 36,102 $18.0M
Clear Street Derivatives LLC 0.31% New 36,761 $17.9M
Private Wealth Partners, LLC 1.43% Add +5.7% 36,725 $17.9M
Cassaday & Co Wealth Management LLC 0.50% New 36,579 $17.9M
Trinity Wealth Management, LLC 8.17% Add +1.9% 36,511 $17.8M
Louisiana State Employees Retirement System 0.33% Reduce -6.7% 36,500 $17.8M
Founders Financial Securities LLC 1.62% Reduce -25.8% 35,992 $17.6M
Droms Strauss Advisors Inc. /Mo/ 6.22% Reduce -2.6% 35,962 $17.6M
Foster Group, Inc. 0.65% Add +0.3% 35,887 $17.5M
jvl associates llc 6.73% Reduce -13.6% 35,762 $17.5M
Wealth Management Partners, LLC 8.08% Reduce -9.2% 35,693 $17.4M
Truvestments Capital LLC 4.66% Add +506.7% 35,646 $17.4M
PFG Investments, LLC 1.12% Add +9.5% 35,499 $17.3M
Vicus Capital 1.53% Reduce -2.9% 35,481 $17.3M
Global Trust Asset Management, LLC 6.36% Reduce -5.9% 35,180 $17.2M
Winch Advisory Services, LLC 4.72% Add +1.2% 34,971 $17.1M
FWG Holdings, LLC 8.46% Reduce -1.2% 34,393 $17.0M
Banque Cantonale Vaudoise 0.70% Add +93.4% 34,699 $16.9M
Sovereign Financial Group, Inc. 3.95% Add +3.9% 34,638 $16.9M
Juniper Hill Capital Management LP 3.88% New 34,605 $16.9M
Ashton Thomas Private Wealth, LLC 0.90% Reduce -7.7% 34,557 $16.9M
Obermeyer Wealth Partners 0.90% Add +0.3% 34,353 $16.8M
Savant Capital, LLC 0.14% Add +2.3% 34,351 $16.8M
Accurate Wealth Management, LLC 3.36% Reduce -11.6% 34,057 $16.7M
Consilio Wealth Advisors, LLC 6.86% Add +0.8% 34,062 $16.6M
Chicago Partners Investment Group LLC 0.59% Add +2.8% 33,938 $16.6M
Summit Financial, LLC 0.65% Add +9.8% 33,884 $16.6M
Family Capital Management, Inc. 10.66% Add +0.9% 33,905 $16.5M
HWG Holdings LP 5.67% Add +37.0% 33,769 $16.5M
Bar Harbor Wealth Management 1.05% Reduce -0.0% 33,751 $16.5M
Gouws Capital LLC 11.07% Add +0.0% 33,583 $16.4M
Norris Financial Group, LLC 8.07% Reduce -10.0% 33,577 $16.4M
Stonegate Investment Group, LLC 0.43% Add +0.4% 33,494 $16.3M
Syntegra Private Wealth Group, LLC 1.88% Reduce -1.6% 33,416 $16.3M
Brighton Jones LLC 0.61% Reduce -0.3% 33,359 $16.3M
American Investment Services, Inc. 2.70% Add +0.1% 33,167 $16.2M
Raymond James Trust N.A. 0.35% Reduce -0.4% 33,136 $16.2M
First Horizon Advisors, Inc. 0.45% Add +10.4% 33,130 $16.2M
Evolution Wealth Advisors, LLC 2.91% Reduce -0.2% 33,092 $16.2M
Silver Oak Securities, Incorporated 1.68% Add +48.1% 32,807 $15.9M
GeoWealth Management, LLC 0.56% Add +350.9% 32,628 $15.9M
LGL Partners, LLC 2.23% Reduce -3.7% 32,585 $15.9M
Peninsula Wealth, LLC 2.77% Add +14.7% 32,318 $15.9M
Triton Wealth Management, PLLC 9.00% Add +9.0% 32,907 $15.8M
FineMark National Bank & Trust 0.55% Add +26.4% 32,422 $15.8M
Financial Advocates Investment Management 0.90% Reduce -8.1% 32,420 $15.8M
Luken Investment Analytics, LLC 7.24% Reduce -0.4% 32,318 $15.8M
NorthCoast Asset Management LLC 0.11% Add +73.0% 49,510 $15.7M
Capital Advisory Group Advisory Services, LLC 6.25% Reduce -4.7% 32,199 $15.7M
Dimension Capital Management LLC 2.96% Reduce -1.2% 32,142 $15.7M
Edge Capital Group, LLC 0.69% Add +431.5% 32,051 $15.6M
Mission Wealth Management, LP 0.39% Add +46.7% 32,013 $15.6M
Tradition Wealth Management, LLC 1.39% Add +1.4% 31,939 $15.6M
American Planning Services, Inc. 12.32% Add +1.2% 31,902 $15.6M
Spectrum Wealth Advisory Group, LLC 8.68% Reduce -52.8% 31,715 $15.5M
KFG Wealth Management, LLC 3.36% Reduce -8.2% 31,702 $15.5M
Spire Wealth Management 0.52% Reduce -0.3% 31,648 $15.4M
Lee Financial Co 2.19% Reduce -0.4% 31,596 $15.4M
Keybank National Association 0.06% Add +2.1% 31,516 $15.4M
Turim 21 Investimentos Ltda. 4.23% Reduce -63.2% 31,464 $15.4M
Whittier Trust Co. 0.21% Reduce -5.6% 31,459 $15.4M
Continuum Advisory, LLC 1.95% Reduce -3.5% 30,062 $15.3M
Pacific Financial Group Inc. 11.18% Reduce -8.5% 31,230 $15.2M
Founders Capital Management 9.27% Add +1.0% 31,200 $15.2M
Farther Finance Advisors, LLC 0.57% Add +24.5% 31,180 $15.2M
Garden State Investment Advisory Services LLC 4.86% Add +13.1% 30,990 $15.2M
AlphaStar Capital Management, LLC 1.20% Add +2.5% 31,061 $15.2M
Hyperion Partners, LLC 9.63% Add +5.7% 30,909 $15.1M
Raelipskie Partnership 7.33% Add +1.3% 30,820 $15.0M
Sound View Wealth Advisors Group, LLC 1.23% Add +26.4% 30,786 $15.0M
Coyle Financial Counsel LLC 5.23% Add +0.6% 31,262 $15.0M
Cerro Pacific Wealth Advisors LLC 5.66% Add +1.2% 31,261 $15.0M
LM Advisors LLC 3.06% Reduce -0.7% 30,618 $14.9M
Moneta Group Investment Advisors LLC 0.22% Reduce -3.3% 30,578 $14.9M
Avondale Wealth Management 9.70% Add +0.9% 30,567 $14.9M
Westside Investment Management, Inc. 3.17% Reduce -3.0% 30,585 $14.9M
DT Investment Partners, LLC 1.20% No change 30,428 $14.9M
Sheaff Brock Investment Advisors, LLC 1.30% Add +0.2% 30,395 $14.8M
Silvercrest Asset Management Group LLC 0.10% Add +174.4% 30,372 $14.8M
Gladstone Institutional Advisory LLC 0.72% Add +16.6% 30,247 $14.8M
Granite Harbor Advisors, Inc. 8.73% Add +7.6% 30,247 $14.8M
Monument Capital Management 4.08% Reduce -3.1% 30,238 $14.8M
Eldridge Investment Advisors, Inc. 3.46% Reduce -0.8% 30,210 $14.7M
Koshinski Asset Management, Inc. 1.27% Add +0.2% 30,149 $14.7M
Simmons Bank 1.06% Reduce -1.6% 30,107 $14.7M
Buska Wealth Management, LLC 5.11% Add +3.1% 30,035 $14.7M
Mechanics Bank Trust Department 1.95% Reduce -2.4% 29,984 $14.6M
Adaptive Financial Consulting, LLC 5.95% Add +0.3% 29,946 $14.6M
Rathbones Group PLC 0.07% Reduce -8.3% 29,944 $14.6M
JT Stratford LLC 2.51% Add +3.6% 29,934 $14.6M
Discovery Value Fund 7.49% Reduce -16.7% 29,840 $14.6M
Intrust Bank NA 1.45% Reduce -3.1% 29,624 $14.5M
Ridgepath Capital Management LLC 11.52% Add +381.6% 29,595 $14.4M
Brevan Howard Capital Management LP 0.72% New 29,538 $14.4M
Global Wealth Management Investment Advisory, Inc. 3.10% Add +1.6% 29,463 $14.4M
Glenmede Trust Co. NA 0.07% Add +13.7% 29,459 $14.4M
LJI Wealth Management, LLC 2.94% Add +4.8% 29,420 $14.4M
Capital Advisors, Ltd. LLC 1.78% Add +6.7% 29,395 $14.3M
Lauer Wealth, LLC 11.12% Reduce -5.6% 29,345 $14.3M
Mattern Wealth Management LLC 3.13% New 29,154 $14.2M
Insigneo Advisory Services, LLC 1.44% Add +9.0% 29,147 $14.2M
WJ Wealth Management, LLC 5.00% Reduce -13.9% 29,107 $14.2M
National Philanthropic Trust 0.26% No change 29,059 $14.2M
Christopher J. Hasenberg, Inc 5.85% Reduce -51.5% 28,964 $14.2M
Anfield Capital Management, LLC 5.40% Add +10893.6% 29,023 $14.2M
Cynosure Group, LLC 2.06% Add +24.9% 28,950 $14.1M
Tiaa Trust, National Association 0.04% Reduce -2.7% 28,924 $14.1M
Calton & Associates, Inc. 5.39% Add +14.9% 28,895 $14.1M
Acorn Financial Advisory Services Inc. 2.49% Add +4.8% 28,835 $14.1M
Lindbrook Capital, LLC 1.24% Reduce -2.2% 28,748 $14.0M
Peterson Wealth Management 8.92% Add +6.1% 28,587 $14.0M
Traction Financial Partners, LLC 10.90% Reduce -9.5% 28,477 $13.9M
Chaney Capital Management, Inc. 7.71% Add +12.3% 28,162 $13.7M
Bison Wealth, LLC 2.19% Reduce -8.4% 28,141 $13.7M
FF Advisors,LLC 8.93% Add +4.7% 27,584 $13.7M
Equitable Trust Co. 0.88% Add +1.4% 27,993 $13.7M
SeaCrest Wealth Management, LLC 1.47% Add +4.7% 27,981 $13.7M
Erickson Financial Group, LLC 9.77% Reduce -1.1% 27,936 $13.6M
VitalStone Financial, LLC 9.28% Add +7.5% 27,909 $13.6M
Mgo One Seven LLC 0.59% Reduce -15.1% 27,905 $13.6M
E&G Advisors, LLC 3.76% Add +4.3% 27,863 $13.6M
NINE MASTS CAPITAL Ltd 6.85% New 27,850 $13.6M
Signature Estate & Investment Advisors LLC 0.31% Reduce -2.5% 27,680 $13.5M
Leo Wealth, LLC 1.23% Add +0.3% 27,611 $13.5M
Natixis Advisors, LLC 0.03% Reduce -5.3% 27,571 $13.5M
JB Capital LLC 0.76% Add +1.9% 27,088 $13.2M
Mesirow Financial Investment Management, Inc. 0.26% Add +9.4% 27,020 $13.2M
Financial Freedom, LLC 6.98% Reduce -0.3% 27,017 $13.2M
Assetmark, Inc. 0.04% Add +2.1% 26,866 $13.1M
Geller Advisors LLC 0.91% Add +5.1% 26,800 $13.1M
StoneX Group Inc. 0.95% Reduce -6.8% 26,769 $13.1M
Ausdal Financial Partners, Inc. 1.36% Reduce -1.1% 26,772 $13.1M
Bernardo Wealth Planning LLC 3.17% Reduce -2.8% 26,576 $13.1M
Platte River Wealth Advisors, LLC 3.50% Add +0.8% 26,720 $13.0M
TAP Consulting, LLC 2.57% Reduce -24.4% 26,712 $13.0M
Benin Management CORP 3.66% Add +1.6% 26,691 $13.0M
Camarda Financial Advisors, LLC 4.87% Reduce -6.2% 26,632 $13.0M
Holderness Investments Co. 2.83% Add +4.0% 26,536 $13.0M
Outlook Wealth Advisors, LLC 3.72% Add +2.5% 26,534 $13.0M
Ping Capital Management, Inc. 7.19% Add +49.7% 26,500 $12.9M
Flagstar Securities, Inc. 3.26% Reduce -3.2% 26,312 $12.9M
Summit Global Investments 0.82% Reduce -42.7% 26,284 $12.8M
Financial Engines Advisors L.L.C. 0.03% Add +1.1% 26,156 $12.8M
Financial Guidance Group, Inc. 7.43% Add +4.5% 26,071 $12.7M
Gerber Kawasaki Wealth & Investment Management 0.59% Add +0.9% 26,062 $12.7M
Williams Jones Wealth Management, LLC. 0.15% Reduce -1.7% 26,043 $12.7M
Legend Financial Advisors, Inc. 8.72% Reduce -4.0% 25,896 $12.6M
Surience Private Wealth LLC 12.83% Add +132.7% 25,711 $12.5M
MGB Wealth Management, LLC 4.57% Reduce -5.5% 25,679 $12.5M
David J Yvars Group 7.75% Add +4.4% 25,659 $12.5M
Systelligence, LLC 3.10% Reduce -1.5% 25,624 $12.5M
O'shaughnessy Asset Management, LLC 0.11% Add +4.0% 25,074 $12.5M
LPF Advisors LLC 10.64% Add +2.0% 25,485 $12.4M
Bensler, LLC 1.57% Add +2.9% 25,458 $12.4M
Vishria Bird Financial Group, LLC 4.71% Reduce -0.1% 25,452 $12.4M
WR Wealth Planners, LLC 3.45% Add +13.6% 25,441 $12.4M
Smith, Moore & Co. 1.18% Reduce -41.2% 25,381 $12.4M
Prosperity Wealth Management, Inc. 4.96% Reduce -45.4% 25,374 $12.4M
Olde Wealth Management, LLC 4.39% Reduce -4.2% 25,122 $12.3M
Pine Harbor Wealth Management, LLC 6.05% Add +26.8% 24,922 $12.2M
Gerber, LLC 8.93% Add +0.8% 24,891 $12.1M
Smith Shellnut Wilson LLC 5.44% Reduce -0.8% 24,680 $12.0M
Coastline Trust Co 1.42% New 24,677 $12.0M
Soltis Investment Advisors LLC 1.17% Reduce -6.3% 24,533 $12.0M
CV Advisors LLC 6.12% Reduce -0.1% 24,517 $12.0M
Claro Advisors Inc. 1.55% Add +6.7% 24,492 $12.0M
Sheets Smith Wealth Management 1.46% Reduce -0.3% 24,478 $11.9M
HMS Capital Management, LLC 5.84% Add +8.8% 24,419 $11.9M
Trivium Point Advisory, LLC 1.66% Add +4.0% 23,219 $11.9M
Proathlete Wealth Management LLC 4.89% Add +5.6% 24,317 $11.9M
Atlas Private Wealth Advisors 1.71% Add +44.2% 24,234 $11.8M
Choate Investment Advisors 0.30% Reduce -0.6% 24,115 $11.8M
Pettyjohn, Wood & White, Inc. 2.17% Reduce -0.7% 24,099 $11.8M
Joel Isaacson & Co., LLC 0.56% Add +24.4% 24,033 $11.7M
Corsair Capital Management, L.P. 2.77% Add +166.7% 24,000 $11.7M
Capital Wealth Planning, LLC 0.11% Add +37.3% 23,991 $11.7M
KM Capital Management Ltd. 6.21% Reduce -0.4% 23,828 $11.6M
POM Investment Strategies, LLC 9.08% Reduce -19.7% 23,813 $11.6M
Roof Eidam Maycock Peralta, LLC 2.95% Add +1.2% 23,753 $11.6M
Integral Investment Advisors, Inc. 3.15% Add +1.9% 23,701 $11.6M
Garner Asset Management Corp 3.96% Add +18.3% 23,645 $11.5M
Next Capital Management LLC 4.70% Reduce -0.6% 23,617 $11.5M
Rehmann Capital Advisory Group 0.75% Add +6.1% 23,616 $11.5M
Coldstream Capital Management Inc. 0.25% Add +10.5% 23,551 $11.5M
Symmetry Investments LP 2.44% New 23,567 $11.5M
Fifth Third Bancorp 0.04% Reduce -2.1% 23,483 $11.5M
Cypress Capital Group 1.28% Add +1.7% 23,378 $11.4M
Darwin Wealth Management, LLC 3.13% New 23,342 $11.4M
Genesee Capital Advisors, LLC 5.45% Add +10.8% 23,186 $11.3M
Carnegie Investment Counsel 0.33% Reduce -5.0% 23,051 $11.3M
Moors & Cabot, Inc. 0.56% Add +1.9% 23,042 $11.2M
Iams Wealth Management, LLC 5.51% Add +4.5% 22,999 $11.2M
JSF Financial, LLC 3.26% Reduce -0.1% 22,887 $11.2M
Summit Trail Advisors, LLC 0.28% Add +37.2% 22,809 $11.1M
Verus Capital Partners, LLC 1.09% Reduce -5.9% 22,824 $11.1M
Mather Group, Llc. 0.14% Reduce -26.9% 22,741 $11.1M
CENTRAL TRUST Co 0.26% Reduce -9.9% 22,680 $11.1M
Baron Financial Group, LLC 6.73% Reduce -3.3% 22,557 $11.0M
NorthRock Partners, LLC 0.36% Reduce -15.4% 22,487 $11.0M
AlTi Global, Inc. 0.26% Reduce -21.7% 22,453 $11.0M
Bogart Wealth, LLC 0.52% Add +3.5% 22,452 $11.0M
Proficio Capital Partners LLC 1.09% Add +20.5% 22,378 $10.9M
Chatham Capital Group, Inc. 1.78% Reduce -1.8% 22,319 $10.9M
Fischer Investment Strategies, LLC 9.36% Reduce -15.0% 22,286 $10.9M
Wesbanco Bank Inc. 0.37% Add +12.0% 22,222 $10.8M
WealthBridge Capital Management, LLC 3.11% Add +10.9% 22,180 $10.8M
Crestwood Advisors Group, LLC 0.21% Reduce -0.3% 22,142 $10.8M
BCGM Wealth Management, LLC 3.50% Reduce -1.1% 22,119 $10.8M
DAVENPORT & Co LLC 0.06% Add +6.7% 22,055 $10.8M
Strategic Wealth Partners, Ltd. 1.03% Add +0.7% 21,987 $10.7M
Trek Financial, LLC 0.80% Reduce -69.1% 21,973 $10.7M
White Wing Wealth Management 8.26% Reduce -0.9% 21,956 $10.7M
Haverford Trust Co 0.10% Reduce -3.9% 21,916 $10.7M
Integrity Financial Corp 6.27% Reduce -0.3% 21,877 $10.7M
Pelham Capital Ltd. 7.12% Reduce -55.9% 21,789 $10.6M
Alpha Cubed Investments, LLC 0.47% Reduce -4.7% 21,741 $10.6M
Powell Investment Advisors, LLC 4.94% Add +7.4% 21,615 $10.6M
Cambridge Associates LLC /Ma/ 0.39% New 21,600 $10.5M
Park Avenue Securities LLC 0.12% Reduce -3.0% 21,596 $10.5M
Albion Financial Group 0.73% Reduce -6.7% 21,572 $10.5M
Telos Capital Management, Inc. 1.10% Add +0.4% 21,530 $10.5M
Pacific Wealth Strategies Group, Inc. 7.79% Add +10.0% 21,443 $10.5M
Institute for Wealth Management, LLC. 1.32% Reduce -27.6% 21,437 $10.5M
Everett Harris & Co. 0.13% No change 21,435 $10.5M
Cannon Advisors, Inc. 8.50% — 21,364 $10.4M
HFG Advisors, Inc. 9.20% Reduce -3.3% 21,294 $10.4M
RVW Wealth, LLC 0.96% Reduce -0.1% 21,219 $10.4M
Sigma Investment Counselors Inc. 0.61% Add +7.0% 21,163 $10.3M
Prosperitas Financial LLC 5.55% Add +12.2% 21,136 $10.3M
RDA Financial Network 3.20% Reduce -2.9% 21,132 $10.3M
Strengthening Families & Communities, LLC 2.64% Add +1.0% 21,131 $10.3M
Cresta Advisors, Ltd. 5.39% Reduce -4.4% 21,120 $10.3M
Ramiah Investment Group 9.69% Reduce -13.2% 21,081 $10.3M
Blue Square Asset Management, LLC 5.49% Add +18.2% 20,932 $10.2M
Hazlett, Burt & Watson, Inc. 4.69% Add +2.1% 20,912 $10.2M
Tennessee Valley Asset Management Partners 1.68% Reduce -0.1% 20,821 $10.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% Add +4.5% 20,794 $10.1M
Strategic Wealth Investment Group, LLC 1.09% Reduce -9.9% 21,056 $10.1M
Florida Financial Advisors, LLC 5.19% Reduce -0.3% 20,636 $10.1M
Main Street Financial Solutions, LLC 0.92% Add +9.3% 20,525 $10.0M
Rye Brook Capital LLC 14.43% Add +17.1% 20,500 $10.0M
Foresight Capital Management Advisors, Inc. 5.94% Reduce -13.3% 20,448 $10.0M
DRW Securities, LLC 0.55% Reduce -92.8% 20,341 $9.9M
Capital Investment Counsel, LLC 1.72% Add +6.7% 20,325 $9.9M
Central Pacific Bank - Trust Division 1.31% Add +41.9% 20,294 $9.9M
Caldwell Trust Co 1.04% Reduce -3.1% 20,268 $9.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +2.3% 20,266 $9.9M
Hilltop Holdings Inc. 0.64% Add +4.4% 20,223 $9.9M
McIlrath & Eck, LLC 1.27% Add +15.9% 20,218 $9.9M
WCG Wealth Advisors LLC 0.66% Reduce -0.2% 20,095 $9.8M
North Star Investment Management Corp. 0.68% Reduce -1.0% 20,069 $9.8M
Pinnacle Financial Partners Inc 0.20% Add +3.9% 20,056 $9.8M
Curtis Advisory Group, LLC 2.77% Add +0.7% 20,003 $9.8M
Novak & Powell Financial Services, Inc. 5.61% Add +28.6% 19,824 $9.7M
Sentinel Trust Co. Lba 1.10% Reduce -0.7% 19,802 $9.7M
HUB Investment Partners, LLC 0.42% Reduce -1.0% 19,800 $9.7M
AdvisorNet Financial, Inc 0.72% Add +3.2% 19,792 $9.7M
Lake Street Advisors Group, LLC 0.45% Add +0.7% 19,752 $9.7M
Tandem Wealth Advisors LLC 4.89% Reduce -0.8% 19,758 $9.6M
Seaview Investment Managers LLC 2.89% Reduce -37.5% 19,678 $9.6M
Y.D. More Investments Ltd 1.01% Reduce -30.4% 19,670 $9.6M
Compound Planning, Inc. 0.60% Reduce -2.9% 19,645 $9.6M
Alliance Wealth Advisors, LLC 5.51% Add +11.8% 19,626 $9.6M
Grandview Asset Management LLC 5.48% Add +2.8% 19,595 $9.6M
Owen LaRue, LLC 5.06% Add +6.4% 19,530 $9.5M
Bristlecone Advisors, LLC 0.77% Reduce -7.3% 19,521 $9.5M
Private Advisory Group LLC 1.20% Reduce -60.9% 19,519 $9.5M
Evoke Wealth, LLC 0.26% Add +4139.4% 19,459 $9.5M
Principal Financial Group Inc. 0.01% Add +141.0% 19,399 $9.5M
NWF Advisory Services Inc. 1.37% Reduce -6.5% 19,294 $9.4M
Vantage Financial Partners, LLC 2.33% Reduce -38.1% 19,275 $9.4M
Drake & Associates, LLC 3.03% Add +4.3% 19,201 $9.4M
Nadler Financial Group, Inc. 1.03% Reduce -0.4% 19,191 $9.4M
Keystone Wealth Services, LLC 2.59% Add +12.0% 19,172 $9.4M
Seneca House Advisors 3.94% Reduce -2.4% 19,167 $9.4M
Leavell Investment Management, Inc. 0.47% Add +18.8% 19,118 $9.3M
Private Trust Co. NA 0.94% Reduce -0.3% 19,128 $9.3M
Liquid Strategies, LLC 2.23% Add +15.4% 19,091 $9.3M
Akuna Securities LLC 60.91% New 19,062 $9.3M
Nikulski Financial, Inc. 2.78% Add +1.7% 19,039 $9.3M
Crewe Advisors LLC 1.07% Reduce -0.5% 18,969 $9.3M
Marcum Wealth, LLC 0.86% Add +1.6% 18,961 $9.3M
Plotkin Financial Advisors, LLC 5.53% Add +8.4% 18,940 $9.2M
Concentrum Wealth Management 3.59% Add +10.2% 18,917 $9.2M
Financial Insights, Inc. 3.00% Reduce -4.5% 18,896 $9.2M
Vanguard Group Inc. 0.00% Add +4.1% 18,868 $9.2M
Banque Pictet & Cie SA 0.09% Add +1.4% 18,842 $9.2M
Concorde Asset Management, LLC 5.19% Reduce -8.7% 18,840 $9.2M
Madison Wealth Partners, Inc 2.72% Add +26.9% 18,829 $9.2M
Berger Financial Group, Inc 0.66% Add +5.3% 18,794 $9.2M
Little Harbor Advisors, LLC 5.70% Add +7.5% 18,787 $9.2M
Etfidea, LLC 2.90% Reduce -4.3% 18,766 $9.2M
Agf Management Ltd. 0.05% Add +2.5% 18,685 $9.1M
Wedmont Private Capital 0.52% Add +0.8% 18,848 $9.1M
Clearstead Advisors, LLC 0.14% Add +6.4% 18,602 $9.1M
TrueWealth Advisors, LLC 3.03% Add +5.0% 18,576 $9.1M
Canal Capital Management, LLC 1.45% Add +13.7% 18,542 $9.0M
Elevated Capital Advisors, LLC 2.40% Reduce -51.3% 18,503 $9.0M
HBK Sorce Advisory LLC 0.28% Reduce -1.1% 18,500 $9.0M
WealthPLAN Partners, LLC 1.21% Reduce -40.8% 18,489 $9.0M
Three Bridge Wealth Advisors, LLC 3.32% Add +20.6% 18,417 $9.0M
Interactive Financial Advisors, Inc. 4.63% Add +2.7% 18,410 $9.0M
First Nebraska Trust Co 0.87% Add +1.1% 18,356 $9.0M
Fortis Group Advisors, LLC 1.65% Reduce -43.4% 18,337 $8.9M
Planned Solutions, Inc. 3.63% Add +0.7% 18,289 $8.9M
Scissortail Wealth Management, LLC 2.16% New 820 $8.9M
Ulland Investment Advisors, LLC 6.62% Add +0.6% 18,203 $8.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.76% Add +27.0% 18,185 $8.9M
Cary Street Partners Investment Advisory LLC 0.32% Add +11.9% 18,111 $8.8M
GYL Financial Synergies, LLC 0.66% Add +1.9% 18,022 $8.8M
MMBG Investment Advisors Co. 0.92% Reduce -9.6% 18,008 $8.8M
World Equity Group, Inc. 3.17% Add +58.4% 17,990 $8.8M
Bradley Foster & Sargent Inc. 0.15% Add +3.1% 17,935 $8.8M
Partners Capital Investment Group, LLP 0.14% Add +0.0% 17,852 $8.7M
Richard W. Paul & Associates, LLC 3.11% Add +0.2% 17,740 $8.7M
Spectrum Strategic Capital Management, LLC 5.88% Add +12.3% 17,738 $8.7M
EHP Funds Inc. 6.06% Reduce -66.5% 17,700 $8.6M
Keystone Financial Group 1.11% New 17,672 $8.6M
JTC Employer Solutions Trustee Ltd 0.56% Reduce -0.6% 17,599 $8.6M
Peak Asset Management, LLC 1.62% Add +5.1% 17,594 $8.6M
Verde Capital Management 2.57% Reduce -3.7% 17,545 $8.6M
Empower Advisory Group, LLC 0.03% Reduce -9.4% 17,534 $8.6M
Bollard Group LLC 0.23% Add +0.2% 17,446 $8.5M
Exencial Wealth Advisors, LLC 0.31% Reduce -6.5% 17,434 $8.5M
Cyr Financial Inc. 7.94% Add +3.1% 17,430 $8.5M
Absolute Capital Management, LLC 5.05% Reduce -0.3% 17,430 $8.5M
Creative Financial Designs Inc. 0.72% Reduce -9.3% 17,408 $8.5M
Masso Torrence Wealth Management Inc. 4.58% Reduce -2.7% 17,379 $8.5M
SOA Wealth Advisors, LLC. 1.62% Add +0.3% 17,369 $8.5M
Howard Financial Services, LTD. 1.22% Add +0.2% 17,356 $8.5M
Watershed Private Wealth LLC 3.38% Add +7.3% 17,338 $8.5M
Ascension Capital Advisors, Inc. 3.94% Reduce -24.9% 17,304 $8.4M
Mystic Asset Management, Inc. 3.18% Add +1.1% 17,268 $8.4M
Glen Eagle Advisors, LLC 1.42% Reduce -1.0% 17,266 $8.4M
Guardian Wealth Advisors, LLC 5.20% Reduce -9.1% 17,258 $8.4M
Highline Wealth Partners LLC 2.81% Add +2.7% 17,219 $8.4M
Prism Advisors, Inc. 2.40% Reduce -10.9% 17,216 $8.4M
CFM Wealth Partners LLC 1.47% Add +3.5% 17,209 $8.4M
New England Private Wealth Advisors LLC 1.35% Add +1.3% 17,189 $8.4M
Strategic Blueprint, LLC 0.52% Reduce -0.1% 17,125 $8.4M
Boston Financial Mangement LLC 0.25% Reduce -6.1% 17,120 $8.4M
Hilton Capital Management, LLC 0.65% No change 17,110 $8.4M
Rainey & Randall Wealth Advisors Inc. 1.79% Add +4.3% 17,086 $8.3M
MTM Financial Group, LLC 5.09% Add +5.0% 17,253 $8.3M
Sunbelt Securities, Inc. 0.82% Reduce -7.3% 17,085 $8.3M
Rareview Capital LLC 6.22% Add +11.5% 17,072 $8.3M
O'Connor Financial Group LLC 4.38% Add +6.2% 17,065 $8.3M
Daymark Wealth Partners, LLC 0.35% Reduce -1.0% 17,060 $8.3M
Relyea Zuckerberg Hanson LLC 1.26% Add +241.7% 16,988 $8.3M
Destination Wealth Management 0.26% Add +23.7% 16,971 $8.3M
First National Corp. /Ma/ 1.84% Reduce -1.8% 16,935 $8.3M
StrongBox Wealth, LLC 3.53% Add +1.8% 16,902 $8.2M
Perennial Investment Advisors, LLC 1.07% Add +10.8% 16,842 $8.2M
Legacy Advisors, LLC 0.89% Add +39.9% 16,781 $8.2M
Lansing Street Advisors 3.01% Add +1.8% 16,752 $8.2M
Granite Bay Wealth Management, LLC 4.57% New 16,705 $8.2M
Lion Street Advisors, LLC 2.80% Add +4.1% 16,475 $8.0M
Capital Investment Advisory Services, LLC 0.76% Add +4.3% 16,458 $8.0M
Flagship Harbor Advisors, LLC 0.44% Add +3.4% 16,376 $8.0M
Avestar Capital, LLC 0.86% Add +1.5% 16,285 $7.9M
Traynor Capital Management, Inc. 0.65% Add +6.1% 16,284 $7.9M
Granger Management LLC 1.56% Reduce -13.6% 16,259 $7.9M
Warner Financial, Inc. 3.52% Add +0.1% 16,262 $7.9M
Griffin Asset Management, Inc. 0.89% Reduce -0.8% 16,237 $7.9M
New Wave Wealth Advisors LLC 3.65% Reduce -15.3% 16,234 $7.9M
Heritage Oak Wealth Advisors LLC 3.65% New 16,234 $7.9M
Latko Wealth Management, Ltd. 4.80% — 16,220 $7.9M
Arcataur Capital Management LLC 2.67% Reduce -0.1% 16,170 $7.9M
Destiny Capital Corp 4.85% Add +13.0% 16,108 $7.8M
Caas Capital Management LP 5.34% Add +133.9% 16,022 $7.8M
Jackson Wealth Management, LLC 0.93% Add +67.5% 15,997 $7.8M
WealthTrust Asset Management, LLC 5.77% Reduce -24.0% 15,868 $7.7M
Chemung Canal Trust Co. 1.56% Reduce -3.1% 15,822 $7.7M
TRUE Private Wealth Advisors 0.92% Reduce -2.8% 15,800 $7.7M
Mission Hills Financial Advisory, LLC 6.56% — 15,016 $7.7M
My Personal CFO, LLC 4.20% Add +0.3% 15,698 $7.7M
Mfa Wealth Advisors, LLC 1.67% Reduce -2.0% 15,664 $7.6M
Ancora Advisors LLC 0.17% Add +3.0% 15,567 $7.6M
Norden Group LLC 0.90% Add +17.9% 15,565 $7.6M
EdgeRock Capital LLC 5.34% New 15,556 $7.6M
Per Stirling Capital Management, LLC. 1.05% Reduce -13.7% 15,540 $7.6M
Pettinga Financial Advisors LLC 1.79% Add +13.6% 15,475 $7.6M
American State Bank (Iowa) 4.58% No change 15,453 $7.5M
Fingerlakes Wealth Management, Inc. 6.27% Reduce -1.5% 15,451 $7.5M
Clare Market Investments LLC 1.97% Reduce -6.0% 15,421 $7.5M
SPC Financial, Inc. 0.66% Reduce -2.8% 15,419 $7.5M
Finivi Inc. 6.07% Reduce -1.2% 15,336 $7.5M
Tsfg, LLC 1.63% Add +15.1% 15,308 $7.5M
Pure Financial Advisors, LLC 0.18% Add +8.5% 15,303 $7.5M
FFT Wealth Management LLC 0.57% Reduce -0.8% 15,271 $7.5M
Advisors Preferred, LLC 1.13% Add +8.9% 15,477 $7.4M
Retirement Income Solutions, Inc. 1.69% Add +0.8% 15,175 $7.4M
Councilor Wealth, LLC 3.61% Reduce -12.5% 15,150 $7.4M
Canandaigua National Bank & Trust Co. 0.71% Reduce -12.7% 15,139 $7.4M
Trademark Financial Management, LLC 5.84% Reduce -2.9% 15,093 $7.4M
Pallas Capital Advisors LLC 0.31% Add +4.9% 14,944 $7.4M
High Note Wealth, LLC 2.09% Add +7.9% 15,006 $7.3M
Macquarie Group Ltd. 0.01% Add +26.1% 14,967 $7.3M
Avior Wealth Management, LLC 0.29% Add +0.2% 14,949 $7.3M
Chicago Wealth Management, Inc. 3.88% Add +1.6% 14,892 $7.3M
Lazard Asset Management LLC 0.01% Reduce -2.2% 14,885 $7.3M
Martin Capital Advisors, LLP 5.13% Reduce -0.1% 14,748 $7.2M
Sandy Cove Advisors, LLC 2.93% Add +3.9% 14,711 $7.2M
Bank of Hawaii 0.30% No change 14,679 $7.2M
Petix & Botte Co 1.90% Reduce -0.1% 14,633 $7.1M
AllGen Financial Advisors, Inc. 2.31% Add +2.0% 14,599 $7.1M
Bank of Nova Scotia 0.01% Reduce -88.3% 14,554 $7.1M
Empirical Finance, LLC 0.41% No change 14,545 $7.1M
Advisory Resource Group 1.51% Add +5.8% 14,457 $7.1M
Associated Banc-Corp 0.21% Add +2.5% 14,420 $7.0M
Carr Financial Group Corp 2.10% Reduce -3.5% 14,394 $7.0M
NFSG Corp 2.46% Add +43.9% 14,344 $7.0M
Vienna Asset Management LLC 5.17% Add +19.3% 14,337 $7.0M
Eaton Financial Holdings Company, LLC 2.83% — 14,274 $7.0M
TKG Advisors, LLC 3.43% Add +3.2% 14,258 $7.0M
Cozad Asset Management Inc. 0.66% Add +1.5% 14,237 $6.9M
Atlas Financial Advisors, Inc. 10.98% Reduce -14.6% 14,235 $6.9M
Main Street Group, LTD 3.10% Reduce -10.6% 14,227 $6.9M
Metropolitan Life Insurance Co 2.46% New 14,200 $6.9M
M3 Advisory Group, LLC 5.07% Add +1.4% 14,144 $6.9M
Flaharty Asset Management, LLC 0.96% Reduce -8.0% 14,057 $6.9M
Cullen/Frost Bankers, Inc. 0.09% Add +2.0% 13,994 $6.8M
Pachira Investments Inc. 5.26% Add +13.0% 13,986 $6.8M
BLB&B Advisors, LLC 0.35% Reduce -10.1% 13,917 $6.8M
Focus Partners Advisor Solutions, LLC 0.14% Reduce -52.8% 13,872 $6.8M
Monterey Private Wealth, Inc. 2.30% Add +8.7% 13,840 $6.8M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.63% Reduce -0.1% 13,818 $6.7M
Trust Co. of Vermont 0.34% Add +19.4% 13,801 $6.7M
Quadcap Wealth Management, LLC 1.05% Reduce -25.9% 13,740 $6.7M
Nabity-Jensen Investment Management Inc 5.13% Add +1.2% 13,729 $6.7M
Somerset Group LLC 6.17% Reduce -3.4% 13,710 $6.7M
CMG Global Holdings, LLC 3.77% Add +0.2% 13,679 $6.7M
Executive Wealth Management, LLC 0.52% New 13,648 $6.7M
Forvis Mazars Wealth Advisors, LLC 0.15% Add +50.7% 13,644 $6.7M
Private Portfolio Partners LLC 1.25% New 13,628 $6.7M
Farmers Trust Co. 1.24% Add +25.0% 13,604 $6.6M
Eastern Bank 0.12% New 13,587 $6.6M
Capstone Wealth Management Group, LLC 3.92% Add +1.2% 13,549 $6.6M
Kellett Wealth Advisors, LLC 4.72% Reduce -0.3% 13,529 $6.6M
Founders Capital Management, LLC 1.16% No change 13,514 $6.6M
Gries Financial LLC 1.23% Add +59.2% 13,478 $6.6M
Roger Wittlin Investment Advisory, LLC 3.78% Add +1.3% 13,470 $6.6M
NewEdge Wealth, LLC 0.12% Add +11.1% 13,437 $6.6M
Dogwood Wealth Management LLC 3.77% Reduce -0.2% 13,430 $6.6M
Destiny Wealth Partners, LLC 1.14% Add +0.0% 13,346 $6.5M
Harbour Trust & Investment Management Co 0.74% Add +187.3% 13,279 $6.5M
Principle Wealth Partners LLC 0.46% Add +6.6% 13,209 $6.4M
Stock Yards Bank & Trust Co. 0.21% Reduce -5.1% 13,142 $6.4M
Trustmark Bank Trust Department 0.48% Reduce -1.0% 13,140 $6.4M
Capital Investment Advisors, LLC 0.13% Add +47.9% 13,122 $6.4M
Fiduciary Alliance LLC 0.85% Add +53.1% 13,089 $6.4M
Sandbox Financial Partners, LLC 2.26% Add +6.2% 13,065 $6.4M
G&S Capital LLC 2.67% Reduce -0.8% 13,056 $6.4M
Lowery Thomas, LLC 4.31% Reduce -5.3% 13,024 $6.4M
Strategy Asset Managers LLC 1.22% Add +22.0% 12,991 $6.3M
Ciovacco Capital Management LLC 3.71% Add +25.0% 12,986 $6.3M
LexAurum Advisors, LLC 1.40% Reduce -1.8% 12,969 $6.3M
Gill Capital Partners, LLC 2.26% Add +16.4% 12,942 $6.3M
Webster Bank, N. A. 0.67% Reduce -0.9% 12,933 $6.3M
Sykon Capital LLC 2.22% Reduce -47.9% 12,914 $6.3M
Buck Wealth Strategies, LLC 1.98% Reduce -5.4% 12,876 $6.3M
Wealth Advisory Solutions, LLC 1.73% Reduce -32.8% 12,873 $6.3M
CIC Wealth, LLC 1.62% Add +6.4% 12,845 $6.3M
Balboa Wealth Partners 1.56% New 12,813 $6.3M
BTC Capital Management, Inc. 0.56% Reduce -0.4% 12,800 $6.2M
Rovin Capital /Ut/ 2.31% Reduce -1.8% 12,790 $6.2M
Blue Trust, Inc. 0.08% Add +14.2% 13,014 $6.2M
Herbst Group, LLC 3.86% Reduce -1.4% 12,758 $6.2M
Baker Tilly Wealth Management, LLC 2.75% Reduce -5.0% 12,727 $6.2M
Rappaport Reiches Capital Management, LLC 1.65% Add +0.5% 12,713 $6.2M
Jackson Hole Capital Partners, LLC 1.29% Add +0.9% 12,700 $6.2M
Shepherd Financial Partners LLC 0.74% Add +0.9% 12,627 $6.2M
Fluent Financial, LLC 2.96% Add +2.3% 12,617 $6.2M
Navis Wealth Advisors, LLC 6.66% Reduce -2.0% 12,588 $6.1M
Apriem Advisors 0.72% Add +1.8% 12,567 $6.1M
Aurora Investment Managers, LLC. 3.93% Add +1.1% 12,561 $6.1M
Scoggin Management LP 3.37% New 12,500 $6.1M
Elite Wealth Management, Inc. 1.40% Reduce -16.0% 12,481 $6.1M
Signal Advisors Wealth, LLC 0.87% Add +272.4% 12,462 $6.1M
Cordgrass Capital Advisors, LLC 1.76% Reduce -3.2% 12,458 $6.1M
Bryn Mawr Trust Advisors, LLC 0.33% Reduce -5.3% 12,430 $6.1M
Retirement Planning Co of New England, Inc. 3.02% Add +0.2% 12,420 $6.1M
Greenhouse Wealth Management, LLC 4.08% Add +0.1% 12,406 $6.1M
Latitude Advisors, LLC 3.41% Reduce -42.4% 12,338 $6.0M
Modera Wealth Management, LLC 0.08% Reduce -1.4% 12,307 $6.0M
Hill Island Financial LLC 1.81% Add +0.1% 12,268 $6.0M
RIA Advisory Group LLC 2.11% — 12,251 $6.0M
Members Advisory Group LLC 2.99% Reduce -12.3% 12,215 $6.0M
Sandy Spring Bank 0.25% Reduce -0.2% 12,241 $6.0M
J. Goldman & Co LP 0.26% Reduce -12.7% 12,236 $6.0M
Gray Wealth Management Inc. 2.36% Add +0.4% 12,224 $6.0M
Sage Capital Management, LLC 2.86% Add +16.0% 12,200 $6.0M
Elevation Capital Advisory, LLC 2.63% Reduce -43.3% 12,193 $6.0M
Bay Rivers Group 2.95% Reduce -12.4% 12,182 $5.9M
Flagship Private Wealth, LLC 3.06% Add +8.6% 12,164 $5.9M
Harvest Investment Services, LLC 1.89% Add +9.5% 12,116 $5.9M
First National Bank of Omaha 0.38% Reduce -0.5% 12,113 $5.9M
WNY Asset Management, LLC 0.69% Add +16.7% 12,108 $5.9M
Midwest Financial Group LLC 3.47% Add +0.7% 12,098 $5.9M
Afg Fiduciary Services Limited Partnership 3.98% Reduce -2.7% 11,953 $5.9M
Octavia Wealth Advisors, LLC 0.72% Add +0.6% 12,013 $5.9M
Sage Mountain Advisors LLC 0.50% Add +9.8% 11,988 $5.9M
Modus Advisors, LLC 1.92% Reduce -3.5% 11,965 $5.8M
ORBA Wealth Advisors, L.L.C. 2.94% Add +1.2% 11,920 $5.8M
Merkkuri Wealth Advisors LLC 4.58% Reduce -1.0% 11,903 $5.8M
Paulson Wealth Management Inc. 1.55% Reduce -13.4% 11,846 $5.8M
Chris Bulman Inc 3.93% Add +25.2% 11,831 $5.8M
Strategic Advisors LLC 1.08% Reduce -18.4% 11,826 $5.8M
Common Fund for Nonprofit Organizations 0.69% New 11,816 $5.8M
Provenance Wealth Advisors, LLC 0.72% Reduce -6.5% 11,810 $5.8M
Aurora Private Wealth, Inc. 4.51% Reduce -1.4% 11,769 $5.7M
Southland Equity Partners LLC 1.39% Add +3.7% 11,728 $5.7M
Fairway Wealth LLC 2.90% Add +35.8% 11,720 $5.7M
Prosperity Consulting Group, LLC 0.45% Add +74.0% 11,719 $5.7M
Fiduciary Financial Group, LLC 1.30% Add +9.2% 11,575 $5.7M
LMR Partners LLP 0.16% Reduce -97.3% 11,537 $5.6M
Cheviot Value Management, LLC 1.06% Reduce -6.9% 11,532 $5.6M
Sound Income Strategies, LLC 0.36% Add +90.1% 11,450 $5.6M
Vance Wealth, LLC 2.11% Reduce -0.2% 11,443 $5.6M
Marshall Financial Group, LLC 1.33% Reduce -0.9% 11,392 $5.6M
Busey Bank 0.18% Add +9.0% 11,385 $5.6M
Ferguson Wellman Capital Management, Inc. 0.11% Reduce -0.4% 11,347 $5.5M
Grassi Investment Management 0.48% Reduce -0.1% 11,317 $5.5M
RMR Wealth Builders 0.59% Add +2.2% 11,315 $5.5M
Ashford Capital Management Inc. 0.69% Reduce -8.4% 11,300 $5.5M
PFC Capital Group, Inc. 2.65% Add +5.6% 11,247 $5.5M
White Pine Investment CO 1.50% Add +3.5% 11,238 $5.5M
Enzi Wealth 2.14% Add +1.7% 11,003 $5.5M
Sfmg, LLC 0.44% Reduce -0.1% 11,205 $5.5M
WealthPlan Investment Management, LLC 0.55% Add +1040.1% 11,150 $5.4M
WBH Advisory Inc. 0.51% Add +9.3% 11,141 $5.4M
Financial Partners Group, Inc 0.80% Reduce -0.8% 11,134 $5.4M
CPC Advisors, LLC 0.81% Add +0.6% 11,130 $5.4M
Fortem Financial Group, LLC 2.21% Reduce -3.7% 11,116 $5.4M
Pinnacle Wealth Management Group, Inc. 3.41% Add +0.0% 11,084 $5.4M
FourThought Financial Partners, LLC 0.64% Reduce -1.0% 11,071 $5.4M
Westwood Holdings Group Inc. 0.04% Reduce -31.3% 11,040 $5.4M
HCR Wealth Advisors 0.70% Add +6.3% 11,036 $5.4M
LMCG Investments, LLC 0.32% Add +2.9% 10,973 $5.4M
Duncan Williams Asset Management, LLC 2.95% Add +13.3% 10,962 $5.4M
Burke & Herbert Bank & Trust Co. 1.24% Add +2488.2% 10,948 $5.3M
Valmark Advisers, Inc. 0.08% Add +5.1% 10,873 $5.3M
Brown Brothers Harriman & Co. 0.04% Reduce -25.4% 10,864 $5.3M
Cowen and Company, LLC 0.19% New 10,860 $5.3M
Ledgewood Wealth Advisors, LLC 3.57% No change 10,852 $5.3M
Atalanta Sosnoff Capital, LLC 0.11% Add +19.9% 10,847 $5.3M
Magnus Financial Group LLC 0.54% Add +5.7% 10,816 $5.3M
Rezny Wealth Management, Inc. 1.33% Add +2400.9% 10,804 $5.3M
Northwest Financial Advisors 4.20% Reduce -3.5% 10,799 $5.3M
Castle Rock Wealth Management, LLC 1.25% Add +4.8% 10,829 $5.3M
Channel Wealth LLC 1.73% Reduce -22.2% 10,776 $5.3M
DBK Financial Counsel, LLC 5.30% No change 10,751 $5.2M
ETF Portfolio Partners, Inc. 1.55% Reduce -6.1% 10,729 $5.2M
Palumbo Wealth Management LLC 2.03% Add +0.3% 10,705 $5.2M
McGuire Investment Group, LLC 0.73% Add +0.5% 10,646 $5.2M
Omnia Family Wealth, LLC 2.22% New 10,612 $5.2M
RK Capital Management, LLC 5.30% New 10,605 $5.2M
BlueChip Wealth Advisors LLC 2.71% Reduce -5.7% 10,599 $5.2M
Zuckerman Investment Group, LLC 0.53% Reduce -0.1% 10,585 $5.2M
Hancock Whitney Corp. 0.17% Reduce -0.3% 10,584 $5.2M
All Terrain Financial Advisors, LLC 1.98% Reduce -0.2% 10,582 $5.2M
Ironwood Financial, llc 1.08% Add +1.8% 10,570 $5.2M
Global Wealth Management, LLC 3.48% — 10,548 $5.1M
National Wealth Management Group, LLC 3.49% Add +9.6% 10,546 $5.1M
Savvy Advisors, Inc. 1.04% Add +6.5% 10,521 $5.1M
LongView Wealth Management 1.64% Add +3.3% 10,497 $5.1M
Quartz Partners, LLC 3.21% — 10,495 $5.1M
Leslie Global Wealth, LLC 2.49% Reduce -4.8% 10,487 $5.1M
Mission Creek Capital Partners, Inc. 1.19% Reduce -0.3% 10,463 $5.1M
Tyler-Stone Wealth Management 0.96% Add +112.3% 10,427 $5.1M
Capital Advisors Inc. 0.10% Add +0.2% 10,370 $5.1M
Ategra Capital Management, LLC 3.68% Reduce -0.1% 10,369 $5.1M
West Financial Advisors, LLC 0.97% Reduce -0.3% 10,347 $5.1M
Retirement Solution LLC 1.23% Reduce -5.5% 10,336 $5.0M
Elevation Point Wealth Partners, LLC 0.48% Reduce -6.7% 10,334 $5.0M
Sharp Wealth Advisory, LLC 3.89% Add +5.6% 10,329 $5.0M
Financial Counselors Inc. 0.07% Add +4.2% 10,300 $5.0M
Objective Capital Management, LLC 2.95% — 10,283 $5.0M
Spirepoint Private Client, LLC 0.66% Add +1.8% 10,279 $5.0M
Visionary Horizons, LLC 3.33% Add +7.9% 10,212 $5.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -40.8% 10,193 $5.0M
9258 Wealth Management, LLC 0.73% Add +3.3% 10,185 $5.0M
White Lighthouse Investment Management Inc. 0.89% Reduce -0.4% 10,149 $5.0M
Arthur M. Cohen & Associates, LLC 0.89% Add +0.8% 10,292 $5.0M
Redhawk Wealth Advisors, Inc. 0.71% Add +1.5% 10,139 $4.9M
Evercore Wealth Management, LLC 0.07% Reduce -0.7% 10,135 $4.9M
RPS Advisory Solutions LLC 3.54% Add +34.1% 10,116 $4.9M
Oakwell Private Wealth Management, LLC 1.41% Add +0.8% 10,061 $4.9M
Heritage Wealth Partners, LLC 5.77% Reduce -25.1% 10,052 $4.9M
GC Wealth Management RIA, LLC 0.86% Reduce -12.2% 10,037 $4.9M
Pinnacle Family Advisors, LLC 2.53% Reduce -48.4% 10,021 $4.9M
Keel Point, LLC 0.41% Reduce -54.9% 10,012 $4.9M
Weitzel Financial Services, Inc. 2.29% Add +10.1% 10,128 $4.9M
Realta Investment Advisors 2.24% Reduce -51.5% 9,810 $4.9M
Madison Park Capital Advisors, LLC 3.64% Reduce -0.9% 9,946 $4.9M
Montecito Bank & Trust 0.83% Add +0.7% 9,929 $4.8M
Narwhal Capital Management 0.44% Reduce -0.2% 9,929 $4.8M
Householder Group Estate & Retirement Specialist, LLC 1.41% Reduce -14.9% 9,914 $4.8M
Riverstone Advisors, LLC 2.80% Add +8.2% 9,876 $4.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.43% Reduce -0.9% 9,842 $4.8M
Valued Retirements, Inc. 6.61% Reduce -8.5% 9,833 $4.8M
Cornell Pochily Investment Advisors, Inc. 1.66% Add +1.4% 9,819 $4.8M
High Falls Advisors, Inc 1.10% Reduce -2.5% 9,810 $4.8M
GUNN & Co INVESTMENT MANAGEMENT, INC. 3.29% Reduce -89.1% 9,795 $4.8M
Avaii Wealth Management, LLC 2.40% Reduce -20.8% 9,753 $4.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.72% Add +2.1% 9,749 $4.8M
Avantax Planning Partners, Inc. 0.17% Reduce -10.0% 9,737 $4.8M
McKinley Carter Wealth Services, Inc. 0.29% Reduce -1.9% 9,720 $4.7M
Twin Peaks Wealth Advisors, LLC 2.19% Reduce -2.6% 9,710 $4.7M
DeDora Capital, Inc. 1.32% Reduce -0.3% 9,666 $4.7M
Journey Strategic Wealth LLC 0.17% Add +75.9% 9,660 $4.7M
GAMCO Investors 0.05% No change 9,650 $4.7M
Marco Investment Management LLC 0.41% Add +48.1% 9,621 $4.7M
Prospect Financial Services LLC 2.91% Add +50.6% 9,615 $4.7M
Taylor & Morgan Wealth Management, LLC 3.14% Reduce -4.0% 9,578 $4.7M
Grey Ledge Advisors, LLC 1.20% Add +1.8% 9,572 $4.7M
Robbins Farley 2.35% Reduce -42.3% 9,562 $4.7M
Family Legacy, Inc. 1.55% Reduce -1.8% 9,554 $4.7M
Joseph P. Lucia & Associates, LLC 2.15% Add +1.7% 9,550 $4.7M
Courier Capital LLC 0.32% New 9,512 $4.6M
Quad-Cities Investment Group, LLC 2.33% Add +9.0% 9,511 $4.6M
Cottage Street Advisors LLC 2.52% Reduce -1.1% 9,475 $4.6M
BKM Wealth Management, LLC 1.88% Add +0.8% 9,459 $4.6M
Clear Point Advisors Inc. 3.56% Reduce -2.4% 9,438 $4.6M
Plancorp, LLC 0.19% Reduce -0.4% 9,437 $4.6M
Waterloo Capital, L.P. 0.50% Reduce -7.0% 9,417 $4.6M
Sawgrass Asset Management LLC 0.48% No change 9,371 $4.6M
Trust Co. of Toledo NA 0.62% Add +21.4% 9,346 $4.6M
Boston Family Office LLC 0.31% Reduce -0.1% 9,341 $4.6M
ProVise Management Group, LLC 0.36% Add +10.1% 9,334 $4.6M
Insight Advisors, LLC/ PA 0.79% Add +2.4% 9,299 $4.5M
Visionary Wealth Advisors 0.28% Reduce -7.6% 9,294 $4.5M
Cohen Capital Management, Inc. 0.73% Add +0.3% 9,278 $4.5M
Mill Creek Capital Advisors, LLC 0.11% Add +1.2% 9,274 $4.5M
Oxinas Partners, LLC 2.76% Reduce -9.1% 9,236 $4.5M
Ascentis Independent Advisors 0.70% Reduce -15.3% 9,198 $4.5M
Peoples Bank 3.01% Add +1.4% 9,183 $4.5M
Goldstein Advisors, LLC 0.68% Add +1.0% 9,182 $4.5M
King Luther Capital Management Corp. 0.02% Add +9.2% 9,138 $4.5M
Atticus Wealth Management, LLC 1.43% Add +1.7% 9,105 $4.4M
IPG Investment Advisors LLC 0.97% Reduce -15.1% 9,085 $4.4M
Saxony Capital Management, LLC 4.06% Add +7.3% 9,084 $4.4M
Oliver Lagore Vanvalin Investment Group 1.18% Reduce -85.5% 9,061 $4.4M
BigSur Wealth Management LLC 1.22% Add +488.6% 9,035 $4.4M
Prudential PLC 0.02% Reduce -43.7% 9,038 $4.4M
Patriot Investment Management Group, Inc. 0.32% Reduce -42.2% 8,996 $4.4M
Schmidt P J Investment Management Inc. 0.76% No change 8,994 $4.4M
Watts Gwilliam & Co., LLC 0.96% — 8,961 $4.4M
Welch & Forbes LLC 0.06% Add +12.4% 8,971 $4.4M
Royal Capital Wealth Management, LLC 3.06% Add +22.9% 8,883 $4.3M
FWL Investment Management, LLC 1.66% Add +2.0% 8,882 $4.3M
Cornerstone Advisory, LLC 0.57% Add +3.9% 8,857 $4.3M
JBR Co Financial Management Inc 2.82% Reduce -0.5% 8,831 $4.3M
Tempus Wealth Planning, LLC 1.58% Add +15.4% 8,812 $4.3M
Centric Wealth Management 1.14% New 8,493 $4.3M
Accel Wealth Management 1.60% Add +0.1% 8,787 $4.3M
Clal Insurance Enterprises Holdings Ltd 0.04% No change 8,726 $4.3M
TBH Global Asset Management, LLC 0.93% Add +0.4% 8,702 $4.2M
Marshall Wace, LLP 0.01% Add +87.7% 8,697 $4.2M
Wealth Quarterback LLC 2.21% Add +377.7% 8,684 $4.2M
Armstrong Advisory Group, Inc. 0.35% Add +4.5% 8,663 $4.2M
Private Capital Management LLC 0.76% Reduce -23.2% 8,632 $4.2M
Triumph Capital Management 1.50% Add +4.3% 8,599 $4.2M
First Manhattan Co. Llc. 0.01% Add +4.4% 8,575 $4.2M
Zacks Investment Management 0.04% New 8,587 $4.2M
Strategic Financial Concepts, LLC 1.33% Reduce -99.7% 8,579 $4.2M
Sanctuary Wealth Management, L.L.C. 2.99% Add +54.4% 8,570 $4.2M
Marino, Stram & Associates LLC 0.93% Reduce -2.9% 8,552 $4.2M
Soundwatch Capital LLC 0.66% New 8,538 $4.2M
Tyche Wealth Partners LLC 0.94% Add +20.2% 8,521 $4.2M
Purus Wealth Management, LLC 1.76% Reduce -0.9% 8,498 $4.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.58% Add +5.7% 8,513 $4.1M
Montz Harcus Wealth Management LLC 2.42% Add +2.2% 8,471 $4.1M
Northstar Advisory Group, LLC 2.15% Add +1544.3% 8,468 $4.1M
CCG Wealth Management, LLC 2.31% Reduce -19.6% 8,456 $4.1M
Lanark Financial, Inc. 0.35% Reduce -1.4% 8,442 $4.1M
Strategies Wealth Advisors, LLC 0.55% Reduce -0.1% 8,424 $4.1M
JFS Wealth Advisors, LLC 0.28% Add +4.0% 8,419 $4.1M
Integrated Investment Consultants, LLC 0.89% Reduce -5.7% 8,392 $4.1M
Coppell Advisory Solutions LLC 0.60% Reduce -62.1% 8,401 $4.1M
Omega Financial Group, LLC 1.55% Reduce -3.7% 8,378 $4.1M
Covenant Asset Management, LLC 0.91% Add +1.7% 8,378 $4.1M
Advisors Capital Management, LLC 0.07% Reduce -0.3% 8,341 $4.1M
Shelton Capital Management 0.10% No change 8,294 $4.0M
Castle Wealth Management LLC 1.61% Reduce -0.9% 8,248 $4.0M
Menora Mivtachim Holdings LTD. 0.03% Add +30.2% 8,258 $4.0M
Searle & Co. 1.01% No change 8,257 $4.0M
Rwa Wealth Partners, LLC 0.05% Reduce -77.1% 8,230 $4.0M
Vista Investment Partners LLC 1.29% Reduce -2.7% 8,228 $4.0M
XML Financial, LLC 0.37% Add +4.0% 8,184 $4.0M
Fulton Breakefield Broenniman LLC 0.28% Add +2.1% 8,170 $4.0M
Leelyn Smith, LLC 0.71% Reduce -0.5% 8,098 $4.0M
Linscomb Wealth, Inc. 0.20% Reduce -4.1% 8,089 $3.9M
Moneco Advisors, LLC 0.49% Reduce -2.3% 8,086 $3.9M
United Capital Management of KS, Inc. 0.86% Reduce -3.4% 8,075 $3.9M
Westmount Partners, LLC 1.19% Reduce -3.8% 8,075 $3.9M
Requisite Capital Management, LLC 0.81% Add +0.2% 7,967 $3.9M
EverSource Wealth Advisors, LLC 0.25% Reduce -2.5% 7,954 $3.9M
Defined Wealth Management, LLC 2.52% Reduce -0.1% 7,954 $3.9M
Key Client Fiduciary Advisors, LLC 1.76% Add +8.5% 7,922 $3.9M
CVA Family Office, LLC 0.63% Add +85.9% 7,918 $3.9M
Financial Planning & Information Services, Inc. 0.53% Add +80.0% 7,916 $3.9M
Arrowroot Family Office, LLC 2.24% Reduce -1.8% 7,880 $3.8M
Catalyst Capital Advisors LLC 0.09% Add +124.0% 7,816 $3.8M
J. Safra Sarasin Holding AG 0.07% Reduce -16.1% 7,827 $3.8M
Opinicus Capital, Inc. 3.04% Add +0.7% 7,773 $3.8M
SMART Wealth LLC 1.48% Reduce -26.2% 7,760 $3.8M
NorthCrest Asset Manangement, LLC 0.11% Add +80.0% 7,738 $3.8M
Atom Investors LP 0.39% Add +3.2% 7,717 $3.8M
Invesco Ltd. 0.00% Reduce -58.5% 7,695 $3.8M
Keebeck Wealth Management 0.54% Reduce -1.8% 7,671 $3.7M
Comprehensive Financial Consultants Institutional, Inc. 1.37% Add +0.2% 7,677 $3.7M
Sepio Capital, LP 0.29% Add +7.6% 7,658 $3.7M
River Wealth Advisors LLC 0.50% Reduce -4.5% 7,645 $3.7M
SignalPoint Asset Management, LLC 0.87% Reduce -0.4% 7,644 $3.7M
Aprio Wealth Management, LLC 0.59% Add +1.2% 7,597 $3.7M
New Age Alpha Advisors, LLC 2.27% New 7,563 $3.7M
Great Lakes Retirement, Inc. 0.47% Add +4.6% 7,553 $3.7M
Levin Capital Strategies, L.P. 0.36% Add +9.2% 7,542 $3.7M
Pursue Wealth Partners LLC 2.01% Add +94.9% 7,531 $3.7M
Ayalon Insurance Comp Ltd. 1.14% Reduce -0.0% 7,518 $3.7M
Abich Financial Wealth Management LLC 8.25% Reduce -67.5% 7,519 $3.7M
Joule Financial, LLC 1.33% Reduce -32.0% 7,512 $3.7M
Clayton Financial Group LLC 1.37% Add +1.4% 7,480 $3.7M
Lam Group, Inc. 2.58% No change 7,475 $3.6M
Sightline Wealth Advisors, LLC 2.01% Add +0.9% 7,467 $3.6M
Macroview Investment Management LLC 3.56% Add +3.1% 7,457 $3.6M
Schechter Investment Advisors, LLC 0.27% Add +0.6% 7,418 $3.6M
Trust Co 0.43% Add +15.9% 7,403 $3.6M
Oxford Wealth Group, LLC 2.92% Reduce -15.1% 7,358 $3.6M
JMG Financial Group, Ltd. 0.12% Add +0.2% 7,336 $3.6M
Clearwater Capital Advisors, LLC 0.35% Add +0.2% 7,329 $3.6M
City Holding Co. 0.49% Add +13.1% 7,306 $3.6M
Root Financial Partners, LLC 0.57% Add +1.9% 7,297 $3.6M
GFG Capital, LLC 1.44% Reduce -7.2% 9,749 $3.6M
Sharper & Granite LLC 1.59% Reduce -2.2% 7,289 $3.6M
BCS Wealth Management 1.51% Add +0.1% 7,286 $3.6M
Retirement Investment Advisors, Inc. 0.39% Reduce -4.4% 7,273 $3.5M
Wbi Investments, LLC 0.85% Add +10.3% 7,271 $3.5M
Game Plan Financial Advisors, LLC 1.89% Add +4.7% 7,258 $3.5M
Financial Futures Ltd Liability Co. 2.03% Reduce -9.7% 7,249 $3.5M
MCF Advisors LLC 0.25% Add +0.0% 7,236 $3.5M
Guardian Wealth Advisors, LLC / NC 0.38% Reduce -3.6% 7,224 $3.5M
Gateway Wealth Partners, LLC 0.97% Add +10.3% 7,211 $3.5M
Toth Financial Advisory Corp. 0.41% Add +0.3% 7,189 $3.5M
Ellerson Group Inc. 2.75% Reduce -2.6% 7,173 $3.5M
Lakeshore Financial Planning, Inc. 1.54% Add +11.2% 7,155 $3.5M
Gotham Asset Management 0.04% Add +8.5% 7,150 $3.5M
Ameliora Wealth Management Ltd. 1.45% Reduce -2.1% 7,140 $3.5M
Geneva Partners, LLC 1.51% Add +0.4% 7,139 $3.5M
Bordeaux Wealth Advisors LLC 0.63% Reduce -32.6% 7,138 $3.5M
Nicholas Investment Partners, LP 0.36% New 7,123 $3.5M
STAR Financial Bank 2.34% New 7,115 $3.5M
Woodmont Investment Counsel LLC 0.26% Reduce -0.3% 7,099 $3.5M
WFA Asset Management Corp 1.88% Add +8.2% 7,096 $3.5M
Greenfield Savings Bank 1.64% Add +4.6% 7,081 $3.5M
Smith Anglin Financial, LLC 0.33% Add +3.2% 7,070 $3.5M
Montag A & Associates Inc. 0.16% Add +11.9% 7,054 $3.4M
Keeley-Teton Advisors, LLC 0.38% Add +1.6% 7,063 $3.4M
GGM Financial LLC 2.97% Reduce -1.6% 7,057 $3.4M
GSG Advisors LLC 1.14% Reduce -0.0% 7,155 $3.4M
Faithward Advisors, LLC 0.60% Add +1.4% 7,054 $3.4M
Schear Investment Advisers, LLC 2.13% Add +7.5% 7,047 $3.4M
Yelin Lapidot Holdings Management Ltd. 0.56% Reduce -19.2% 7,008 $3.4M
First National Trust Co 0.13% Add +1.2% 7,005 $3.4M
Raleigh Capital Management Inc. 1.32% Reduce -10.5% 7,002 $3.4M
Blue Bell Private Wealth Management, LLC 0.65% Add +1.9% 6,972 $3.4M
SouthState Bank Corp 0.23% Add +3.3% 6,968 $3.4M
Simplicity Wealth,LLC 0.31% Reduce -91.5% 6,964 $3.4M
YHB Investment Advisors, Inc. 0.28% Add +0.9% 6,956 $3.4M
Noked Israel Ltd 0.74% No change 6,940 $3.4M
Beaton Management Co. Inc. 1.71% Add +1.0% 6,932 $3.4M
SageView Advisory Group, LLC 0.17% Reduce -23.8% 6,923 $3.4M
Vident Advisory, LLC 0.09% Reduce -43.4% 6,920 $3.4M
Tudor Financial Inc. 2.08% — 6,917 $3.4M
Drexel Morgan & Co. 0.63% No change 6,900 $3.4M
Journey Advisory Group, LLC 0.40% Reduce -0.8% 7,016 $3.4M
Foguth Wealth Management, LLC. 1.20% Reduce -51.8% 6,768 $3.3M
Sterling Financial Planning, Inc. 1.22% Reduce -0.9% 6,781 $3.3M
Codex Capital Asset Management L.L.C. 1.47% Add +4.3% 6,780 $3.3M
Sand Hill Global Advisors, LLC 0.14% No change 6,779 $3.3M
Hardy Reed LLC 0.30% No change 6,775 $3.3M
Capital Asset Advisory Services LLC 0.17% Add +13.2% 6,751 $3.3M
Paladin Advisory Group, LLC 2.44% Add +10.1% 6,767 $3.3M
Harmony Asset Management LLC 1.21% Reduce -9.3% 6,756 $3.3M
LBMC Investment Advisors, LLC 0.26% Add +8.3% 6,748 $3.3M
Essex Bank 0.82% Reduce -5.2% 6,741 $3.3M
Lifeworks Advisors, LLC 0.64% New 6,713 $3.3M
Advance Capital Management, Inc. 0.14% Add +7.9% 6,707 $3.3M
Frisch Financial Group, Inc. 0.98% Add +0.4% 6,689 $3.3M
Kaydan Wealth Management, Inc. 0.96% Reduce -0.2% 6,692 $3.3M
Optimist Retirement Group LLC 1.47% Add +0.2% 6,656 $3.2M
Fort Point Capital Partners LLC 0.41% Add +55.9% 6,654 $3.2M
Titleist Asset Management, LLC 0.47% Add +26.8% 6,619 $3.2M
Capital Analysts, LLC 0.13% Reduce -4.9% 6,617 $3.2M
Howard Capital Management Group, LLC 0.23% No change 6,570 $3.2M
Strategic Family Wealth Counselors, L.L.C. 1.12% Add +1.2% 6,565 $3.2M
Congress Park Capital LLC 1.19% Add +5.0% 6,551 $3.2M
Fishman Jay A Ltd. 0.32% No change 6,550 $3.2M
Silverlake Wealth Management LLC 1.23% Add +8.7% 6,540 $3.2M
NCP Inc. 1.82% Reduce -1.7% 6,530 $3.2M
Bayesian Capital Management, LP 0.37% New 6,529 $3.2M
Baker Ellis Asset Management LLC 0.45% Add +1.0% 6,490 $3.2M
Strait & Sound Wealth Management LLC 1.54% Reduce -5.3% 6,488 $3.2M
Bright Financial Advisors, Inc. 2.01% Reduce -0.4% 6,474 $3.2M
Independent Advisor Alliance 0.11% Reduce -14.1% 6,446 $3.1M
Lauterbach Financial Advisors, LLC 1.91% Add +0.2% 6,418 $3.1M
Mizuho Markets Americas LLC 0.08% New 6,415 $3.1M
Ethos Financial Group, LLC 0.52% Reduce -74.0% 6,373 $3.1M
Lighthouse Investment Partners, LLC 0.17% New 6,400 $3.1M
Signaturefd, LLC 0.06% Reduce -0.2% 6,392 $3.1M
Retirement Guys Formula LLC 1.44% Reduce -1.2% 6,343 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +2.2% 6,340 $3.1M
Summit X, LLC 0.75% Reduce -3.9% 6,447 $3.1M
Napa Wealth Management 1.46% Reduce -0.0% 6,316 $3.1M
Private Client Services, LLC 1.66% Add +13.0% 6,315 $3.1M
Capasso Planning Partners LLC 0.91% Reduce -17.5% 6,304 $3.1M
Thrive Capital Management, LLC 1.45% Reduce -20.4% 6,301 $3.1M
Guidance Capital, Inc. 0.96% Add +8.0% 6,201 $3.1M
Brandywine Oak Private Wealth LLC 0.30% Add +1.3% 6,269 $3.1M
B&D White Capital Company, LLC 0.53% Reduce -67.8% 6,259 $3.1M
PCG Wealth Advisors, LLC 1.18% Reduce -9.2% 6,256 $3.1M
Alta Wealth Advisors LLC 1.39% Reduce -27.7% 6,233 $3.0M
Transcendent Capital Group LLC 1.56% Reduce -32.7% 6,226 $3.0M
Marathon Trading Investment Management LLC 1.44% New 6,214 $3.0M
Second Half Financial Partners, LLC 1.60% New 6,204 $3.0M
Orrstown Financial Services Inc. 0.89% New 6,179 $3.0M
Nomura Asset Management Co. Ltd. 0.01% Reduce -2.4% 6,173 $3.0M
Higgins & Schmidt Wealth Strategies LLC 1.94% Reduce -0.6% 6,166 $3.0M
Advisor Resource Council 1.36% Reduce -27.1% 6,152 $3.0M
Delta Investment Management, LLC 0.61% Add +22.0% 6,147 $3.0M
Unique Wealth Strategies, LLC 1.29% Add +5.2% 6,146 $3.0M
Aviance Capital Partners, LLC 0.40% Reduce -2.4% 6,141 $3.0M
Uptick Partners, LLC 1.27% Add +32.2% 6,140 $3.0M
NDWM LLC 2.47% Reduce -3.4% 6,128 $3.0M
Fortis Capital Management LLC 0.60% Add +10.9% 6,111 $3.0M
Wagner Wealth Management, LLC 0.80% Reduce -6.2% 6,101 $3.0M
Apollon Financial, LLC 0.88% Add +0.4% 6,096 $3.0M
NovaPoint Capital, LLC 0.92% Reduce -23.9% 6,066 $3.0M
Samalin Investment Counsel, LLC 1.29% Add +3.5% 6,054 $3.0M
Kraft, Davis & Associates, LLC 0.88% Add +4.6% 6,079 $2.9M
Peddock Capital Advisors, LLC 0.71% Reduce -8.9% 6,039 $2.9M
Camelot Technology Advisors, Inc. 2.60% Add +52.7% 6,029 $2.9M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -0.8% 6,004 $2.9M
Investmark Advisory Group LLC 1.41% Reduce -1.9% 5,965 $2.9M
CWA Asset Management Group, LLC 0.15% — 5,964 $2.9M
Keudell/Morrison Wealth Management 0.79% Add +1.3% 5,931 $2.9M
Sugarloaf Wealth Management, LLC 0.49% Reduce -7.1% 5,931 $2.9M
First Citizens Bank & Trust Co. 0.06% Reduce -4.7% 5,925 $2.9M
Cherrydale Wealth Management, LLC 1.18% Add +8.9% 5,924 $2.9M
Atmos Capital Gestao DE Recursos Ltda. 0.41% Add +88.5% 5,894 $2.9M
N.E.W. Advisory Services LLC 0.28% Add +1.2% 5,894 $2.9M
NorthStar Asset Management LLC 1.92% Add +7.1% 5,890 $2.9M
Financial Management Network Inc. 0.60% Reduce -1.0% 5,887 $2.9M
Sequent Planning LLC 0.99% Reduce -15.6% 5,869 $2.9M
Advisors Management Group Inc. 0.67% Add +3.0% 5,815 $2.8M
Midland Wealth Advisors, LLC 0.17% New 5,808 $2.8M
Family Manage LLC 0.47% Add +19.2% 5,800 $2.8M
Americana Partners, LLC 0.19% No change 5,789 $2.8M
Diversify Wealth Management, LLC 0.27% Add +13.8% 5,783 $2.8M
Hilltop National Bank 0.86% Add +1.2% 5,784 $2.8M
Mitchell McLeod Pugh & Williams Inc. 0.59% Reduce -10.4% 5,771 $2.8M
L.M. Kohn & Company 0.71% Reduce -12.1% 5,765 $2.8M
Three Seasons Wealth, LLC 1.48% Reduce -86.1% 5,751 $2.8M
LWM Advisory Services, LLC 2.08% Reduce -12.2% 5,755 $2.8M
Fortitude Advisory Group L.L.C. 1.77% Reduce -1.6% 5,747 $2.8M
Marmo Financial Group, LLC 1.49% Reduce -10.4% 5,725 $2.8M
Cascade Financial Partners, LLC 0.35% Reduce -5.1% 5,629 $2.8M
Pacific Sun Financial Corp 1.54% Add +0.7% 5,711 $2.8M
Fidelis Capital Partners, LLC 0.33% Add +3.1% 5,677 $2.8M
Denver Wealth Management, Inc. 1.28% Reduce -2.1% 5,674 $2.8M
Napatree Capital LLC 1.93% Reduce -13.6% 5,666 $2.8M
BayBridge Capital Group, LLC 1.99% Reduce -16.8% 5,652 $2.8M
Salem Investment Counselors Inc. 0.08% Add +12.2% 5,633 $2.8M
Raab & Moskowitz Asset Management LLC 0.70% Reduce -0.5% 5,627 $2.7M
Kanawha Capital Management LLC 0.20% Reduce -1.3% 5,601 $2.7M
HF Advisory Group, LLC 1.27% Add +25.5% 5,587 $2.7M
QRG Capital Management, Inc. 0.03% Add +5.6% 5,569 $2.7M
OxenFree Capital LLC 2.13% Add +0.4% 5,555 $2.7M
Midwest Professional Planners, LTD. 0.83% Reduce -4.6% 5,545 $2.7M
Compass Financial Group, INC 0.53% Reduce -0.1% 5,543 $2.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.75% Add +60.5% 5,538 $2.7M
Oxford Financial Group, LTD. LLC 0.17% Reduce -0.1% 5,525 $2.7M
Cladis Investment Advisory, LLC 1.87% Reduce -0.2% 5,521 $2.7M
SP Asset Management LLC 0.22% Reduce -0.3% 5,521 $2.7M
Hibernia Wealth Partners, LLC 0.93% Add +2.3% 5,507 $2.7M
Fiduciary Trust Co 0.04% Add +4.4% 5,508 $2.7M
Rakuten Securities, Inc. 1.17% Add +34.5% 5,491 $2.7M
Florida Trust Wealth Management Co 0.09% Add +11.2% 5,483 $2.7M
Nvest Financial, LLC 1.52% Add +1.8% 5,474 $2.7M
Panoramic Investment Advisors, LLC 1.84% — 5,468 $2.7M
Fort Sheridan Advisors LLC 0.40% Add +3.0% 5,466 $2.7M
Cutter & CO Brokerage, Inc. 0.60% Add +6.5% 5,461 $2.7M
Kelleher Financial Advisors 1.01% Add +0.0% 5,455 $2.7M
TNF LLC 0.96% Reduce -0.2% 5,404 $2.7M
Saxon Interests, Inc. 1.21% Add +13.3% 5,441 $2.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -1.0% 5,370 $2.6M
Christensen, King & Associates Investment Services, Inc. 1.24% Reduce -0.8% 5,415 $2.6M
FC Advisory LLC 0.89% Reduce -1.7% 5,413 $2.6M
Tanglewood Legacy Advisors, LLC 1.17% No change 5,412 $2.6M
Capital Group Private Client Services, Inc. 0.03% Reduce -18.2% 5,412 $2.6M
Zhang Financial LLC 0.17% Add +6.7% 5,404 $2.6M
Cora Capital Advisors LLC 1.30% Reduce -9.3% 5,402 $2.6M
Stephens Consulting, LLC 0.68% Reduce -0.3% 5,397 $2.6M
Sapient Capital LLC 0.05% Add +1.6% 5,387 $2.6M
Badgley Phelps Wealth Managers, LLC 0.06% Add +0.5% 5,378 $2.6M
Bulltick Wealth Management, LLC 0.65% Add +971.1% 5,377 $2.6M
Alaska Permanent Fund Corp 0.04% No change 5,382 $2.6M
Seamount Financial Group Inc. 1.97% Add +2.3% 5,369 $2.6M
Cypress Wealth Services, LLC 0.54% Add +0.0% 5,356 $2.6M
Source Financial Advisors LLC 0.77% Reduce -1.0% 5,356 $2.6M
Affinity Capital Advisors, LLC 0.50% Reduce -0.1% 5,336 $2.6M
KKM Financial LLC 1.29% No change 5,328 $2.6M
Family Asset Management, LLC 1.56% Reduce -2.5% 5,320 $2.6M
EPG Wealth Management LLC 0.65% Add +0.0% 5,317 $2.6M
Benedict Financial Advisors Inc. 0.61% Add +3.3% 5,287 $2.6M
Parkside Financial Bank & Trust 0.36% Add +184.7% 5,286 $2.6M
Kesler, Norman & Wride, LLC 0.51% Reduce -1.4% 5,285 $2.6M
Bluespring Wealth Management, LLC 0.26% Reduce -0.6% 5,276 $2.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.1% 5,281 $2.6M
Greystone Financial Group, LLC 0.46% Add +82.0% 5,271 $2.6M
Dohj, LLC 0.60% Reduce -70.9% 5,333 $2.6M
Adamsbrown Wealth Consultants LLC 0.89% Add +15.7% 5,266 $2.6M
Heritage Investors Management Corp. 0.09% Reduce -6.4% 5,259 $2.6M
Kensington Investment Counsel, LLC 1.07% Reduce -0.0% 5,254 $2.6M
Advanced Asset Management Advisors Inc 0.69% No change 5,351 $2.6M
Smith Thornton Advisors LLC 1.68% Add +1.8% 5,250 $2.6M
Kingfisher Capital LLC 0.59% Reduce -6.5% 5,249 $2.6M
Aspiriant, LLC 0.10% Reduce -40.4% 5,242 $2.6M
Rothschild Investment LLC 0.17% Add +66.3% 5,238 $2.6M
Investment Advisory Group, LLC 0.89% Add +4.2% 5,238 $2.6M
Lake Hills Wealth Management, LLC 1.71% No change 5,231 $2.6M
Diversified, LLC 0.28% Reduce -2.7% 5,220 $2.5M
Diversified Enterprises, LLC 0.28% — 5,220 $2.5M
Black Diamond Financial, LLC 0.43% Add +0.5% 5,210 $2.5M
Dopkins Wealth Management, LLC 2.05% Reduce -2.8% 5,209 $2.5M
Carl P. Sherr & Co., LLC 1.33% No change 5,198 $2.5M
TFB Advisors LLC 0.75% Add +9.0% 5,190 $2.5M
Personal Cfo Solutions, LLC 0.35% Add +12.9% 5,183 $2.5M
Advisor OS, LLC 0.25% Reduce -7.5% 5,160 $2.5M
Avidian Wealth Enterprises, LLC 0.11% Reduce -8.8% 5,154 $2.5M
Koss-Olinger Consulting, LLC 0.22% Add +0.6% 5,140 $2.5M
Capital Planning Advisors, LLC 0.38% Reduce -0.1% 5,140 $2.5M
WoodTrust Financial Corp 0.36% Reduce -12.2% 5,139 $2.5M
Mayflower Financial Advisors, LLC 0.38% Reduce -1.2% 5,131 $2.5M
Tritonpoint Wealth, LLC 0.23% Add +0.3% 5,126 $2.5M
Semus Wealth Partners LLC 1.74% Add +15.0% 5,105 $2.5M
Mattern Capital Management, LLC 0.31% No change 5,103 $2.5M
Verdence Capital Advisors LLC 0.20% Reduce -3.8% 5,100 $2.5M
Aveo Capital Partners, LLC 0.26% Reduce -80.1% 5,097 $2.5M
Calamos Wealth Management LLC 0.13% Add +15.5% 5,095 $2.5M
Becker Capital Management Inc. 0.08% Add +1.8% 5,086 $2.5M
Revolve Wealth Partners, LLC 0.38% Reduce -8.9% 5,081 $2.5M
Westfuller Advisors, LLC 1.78% — 5,065 $2.5M
Bramshill Investments, LLC 0.27% Add +5464.8% 5,064 $2.5M
Home Federal Bank of Tennessee 0.71% Add +7.7% 5,051 $2.5M
Global Wealth Strategies & Associates 0.81% Reduce -0.4% 5,047 $2.5M
Argent Trust Co 0.10% Reduce -1.9% 5,043 $2.5M
Naples Money Management LLC 2.08% Add +5.5% 5,042 $2.5M
Waters Parkerson & Co., LLC 0.12% Add +1.3% 5,017 $2.4M
Clark Asset Management, LLC 0.53% Add +7.8% 5,016 $2.4M
EPIQ Capital Group, LLC 0.70% Reduce -2.8% 4,995 $2.4M
Lavaca Capital LLC 1.17% New 5,000 $2.4M
Aristides Capital LLC 1.01% No change 5,000 $2.4M
Black Swift Group, LLC 0.54% Add +66.7% 5,000 $2.4M
Novare Capital Management LLC 0.21% Reduce -46.0% 4,991 $2.4M
Cookson Peirce & Co. Inc. 0.11% New 4,987 $2.4M
Fayez Sarofim & Co 0.01% No change 4,984 $2.4M
American National Bank & Trust 0.29% Reduce -1.7% 4,974 $2.4M
Symphony Financial Services, Inc. 2.06% Add +13.8% 5,691 $2.4M
Oxbow Advisors, LLC 0.25% Reduce -8.1% 4,956 $2.4M
Davis Investment Partners, LLC 1.01% Reduce -9.3% 5,006 $2.4M
NWK Group, Inc. 0.98% Reduce -1.0% 4,928 $2.4M
EWG Elevate Inc. 0.97% Add +112.0% 4,930 $2.4M
Westwood Wealth Management 0.94% Add +5.0% 4,920 $2.4M
LFA - Lugano Financial Advisors SA 1.63% Reduce -0.8% 4,904 $2.4M
Walker Financial Services, Inc. 1.62% Add +3.5% 4,901 $2.4M
Two Sigma Securities, LLC 0.19% Add +52.1% 4,868 $2.4M
Astoria Portfolio Advisors LLC. 0.81% Reduce -76.3% 4,813 $2.4M
Meridian Investment Counsel Inc. 0.72% Reduce -7.5% 4,856 $2.4M
Private Wealth Group, LLC 1.18% Add +3.1% 4,841 $2.4M
Independent Wealth Network Inc. 1.05% Add +1.6% 4,834 $2.4M
Tidemark, LLC 0.97% Reduce -10.2% 4,832 $2.4M
Iron Gate Global Advisors LLC 0.33% Add +136.5% 4,832 $2.4M
Consolidated Portfolio Review Corp 0.53% Add +92.5% 4,823 $2.4M
WorthPointe, LLC 0.99% Add +50.0% 4,818 $2.4M
Massachusetts Wealth Management 1.48% Add +3.2% 4,817 $2.4M
United Advisor Group, LLC 0.53% Add +5.0% 4,815 $2.3M
Pasadena Private Wealth, LLC 0.50% Add +17.8% 4,805 $2.3M
Hayek Kallen Investment Management 0.83% Add +0.0% 4,804 $2.3M
Lokken Investment Group LLC 0.98% Reduce -2.8% 4,803 $2.3M
Mirador Capital Partners LP 0.42% New 4,793 $2.3M
Asset Dedication, LLC 0.16% Reduce -1.3% 4,791 $2.3M
McAdam, LLC 0.13% Add +1.1% 4,770 $2.3M
Insight Wealth Strategies, LLC 0.31% No change 4,759 $2.3M
BBR Partners, LLC 0.18% Reduce -17.4% 4,751 $2.3M
Sage Investment Advisers LLC 2.43% Reduce -0.6% 4,746 $2.3M
1ST Source Bank 0.13% Add +0.8% 4,738 $2.3M
Lazari Capital Management, Inc. 0.99% Reduce -16.5% 4,737 $2.3M
Glassman Wealth Services 0.39% No change 4,728 $2.3M
Total Clarity Wealth Management, Inc. 0.74% Reduce -7.5% 4,681 $2.3M
Physician Wealth Advisors, Inc. 0.41% Add +1.8% 4,645 $2.3M
TCI Wealth Advisors, Inc. 0.19% Add +4.8% 4,656 $2.3M
One Day In July LLC 0.26% Add +1.1% 4,651 $2.3M
Crew Capital Management, Ltd 1.82% Reduce -67.3% 4,650 $2.3M
Capital Planning LLC 0.63% Add +6.1% 4,615 $2.3M
Burney Co./ 0.08% Add +0.6% 4,621 $2.3M
MSH Capital Advisors LLC 0.69% Add +0.3% 4,609 $2.2M
Manhattan West Asset Management, LLC 0.58% Reduce -8.2% 4,606 $2.2M
Capital Market Strategies LLC 1.36% Add +3.5% 4,599 $2.2M
WMS Partners, LLC 0.13% Add +30.9% 4,593 $2.2M
REDW Wealth LLC 0.57% Reduce -0.1% 4,586 $2.2M
Clarius Group, LLC 0.16% Add +0.0% 4,547 $2.2M
Edge Financial Advisors LLC 1.96% Add +0.3% 4,539 $2.2M
Fairview Capital Investment Management, LLC 0.12% Add +1.8% 4,538 $2.2M
Greenwood Capital Associates LLC 0.29% Add +4.8% 4,507 $2.2M
Kiely Wealth Advisory Group, Inc. 1.39% Reduce -2.1% 4,273 $2.2M
Kaizen Financial Strategies 1.27% Reduce -0.3% 4,472 $2.2M
Forum Financial Management, LP 0.04% Add +7.4% 4,468 $2.2M
Wellspring Financial Advisors, LLC 0.26% Reduce -0.0% 1,436,113 $2.2M
Constant Guidance Financial LLC 1.85% Add +258.5% 4,463 $2.2M
TrinityPoint Wealth, LLC 0.31% Add +2.8% 4,454 $2.2M
Cadence Bank 0.15% New 4,443 $2.2M
Beaumont Financial Advisors, LLC 0.17% Add +2.4% 4,442 $2.2M
Glenview Trust Co 0.04% Reduce -0.4% 4,438 $2.2M
Morton Capital Management LLC 0.43% Reduce -16.3% 4,429 $2.2M
Lyell Wealth Management, LP 0.20% Reduce -1.7% 4,417 $2.2M
Graham Capital Management, L.P. 0.12% New 4,400 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 1.01% Reduce -4.5% 4,400 $2.1M
Pathway Financial Advisors LLC 0.55% No change 4,385 $2.1M
Moss Adams Wealth Advisors LLC 0.23% Add +0.1% 4,378 $2.1M
Bank of Marin 1.72% Reduce -0.6% 4,374 $2.1M
Hummer Financial Advisory Services Inc 1.68% No change 4,366 $2.1M
Harbor Investment Advisory, LLC 0.21% Reduce -0.4% 4,367 $2.1M
American Money Management, LLC 0.43% Add +5.6% 4,364 $2.1M
Adero Partners, LLC 0.14% Reduce -0.2% 4,360 $2.1M
Blackston Financial Advisory Group, LLC 1.10% Reduce -33.0% 4,352 $2.1M
One River Asset Management, LLC 2.39% Reduce -95.8% 4,358 $2.1M
Arvest Investments, Inc. 0.32% Add +1.1% 4,345 $2.1M
Cedrus LLC 0.78% Add +180.9% 4,328 $2.1M
Colton Groome Financial Advisors, LLC 0.79% Reduce -30.0% 4,324 $2.1M
Sonora Investment Management Group, LLC 0.16% Reduce -15.2% 4,298 $2.1M
Jasper Ridge Partners, L.P. 0.06% Reduce -4.3% 4,297 $2.1M
Independence Bank of Kentucky 0.45% Add +108.7% 4,289 $2.1M
Symphony Financial, Ltd. Co. 0.35% Add +2.4% 4,299 $2.1M
Cornerstone Wealth Group, LLC 0.17% Add +7.6% 4,267 $2.1M
Fairscale Capital, LLC 1.82% Add +0.2% 4,260 $2.1M
Peregrine Asset Advisers, Inc. 0.72% New 4,264 $2.1M
Goelzer Investment Management, Inc. 0.11% No change 4,247 $2.1M
Freedom Investment Management, Inc. 0.16% Add +4.4% 4,228 $2.1M
Tower Wealth Partners, Inc. 1.20% Add +1.4% 4,227 $2.1M
Roman Butler Fullerton & Co. 0.62% Reduce -48.1% 4,191 $2.1M
Cypress Asset Management Inc. 0.51% Add +13.0% 4,214 $2.1M
Mathes Company, Inc. 0.73% No change 4,210 $2.1M
PICTET BANK & TRUST Ltd 2.08% No change 4,200 $2.0M
Mainsail Financial Group, LLC 1.21% Reduce -23.9% 4,142 $2.0M
AlphaCentric Advisors LLC 1.52% Add +28.4% 4,182 $2.0M
Ignite Planners, LLC 0.46% Reduce -1.4% 4,145 $2.0M
Vertex Planning Partners, LLC 0.48% Reduce -4.0% 4,143 $2.0M
Mascoma Wealth Management LLC 0.50% Reduce -4.8% 4,141 $2.0M
Valtinson Bruner Financial Planning LLC 0.70% Reduce -1.5% 4,118 $2.0M
Gold Investment Management Ltd. 0.84% Add +0.2% 4,127 $2.0M
J. L. Bainbridge & Co., Inc. 0.19% No change 4,108 $2.0M
UMB Bank, n.a. 0.03% Add +14.6% 4,106 $2.0M
Aire Advisors, LLC 0.44% Add +0.2% 4,099 $2.0M
Ridgecrest Wealth Partners, LLC 1.04% Add +5.3% 4,096 $2.0M
Northern Financial Advisors Inc 1.52% Reduce -7.3% 4,092 $2.0M
WMG Financial Advisors, LLC 0.90% Add +8.5% 4,085 $2.0M
Hobbs Group Advisors, LLC 0.71% Reduce -54.2% 4,082 $2.0M
Sfm, LLC 1.49% Add +15.8% 4,068 $2.0M
First Citizens Financial Corp 1.05% Add +49.8% 4,063 $2.0M
Valley Financial Group, Inc. 1.38% Reduce -7.5% 4,059 $2.0M
Dash Acquisitions Inc. 0.48% No change 3,991 $2.0M
Redwood Investment Management, LLC 0.18% Add +51.2% 3,991 $2.0M
Van Hulzen Asset Management, LLC 0.14% Add +0.4% 4,042 $2.0M
Kapstone Financial Advisors LLC 1.19% Add +13.6% 4,042 $2.0M
Bienville Capital Management, LLC 0.51% Add +61.0% 4,014 $2.0M
JFG Wealth Management, LLC 0.54% Add +0.1% 4,012 $2.0M
Resonant Capital Advisors, LLC 0.14% Add +0.0% 4,001 $2.0M
CenterStar Asset Management, LLC 2.93% Reduce -1.3% 4,004 $2.0M
Oribel Capital Management, LP 0.21% Add +25.0% 4,000 $2.0M
Fulton Bank, N.A. 0.07% Add +34.0% 3,992 $1.9M
First Foundation Advisors 0.07% Reduce -40.9% 3,984 $1.9M
McDonald Partners LLC 0.49% Add +2.6% 3,975 $1.9M
Marex Group Ltd 0.04% Add +124.3% 3,970 $1.9M
Quantum Private Wealth, LLC 0.66% No change 3,965 $1.9M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -4.7% 3,954 $1.9M
CFS Investment Advisory Services, LLC 0.16% New 3,951 $1.9M
Laidlaw Wealth Management LLC 0.95% Add +22.4% 3,952 $1.9M
Premier Path Wealth Partners, LLC 0.30% Add +0.1% 3,950 $1.9M
WT Wealth Management 0.62% Reduce -0.3% 3,897 $1.9M
Element Wealth, LLC 1.02% Add +57.6% 3,940 $1.9M
Patrick M Sweeney & Associates, Inc. 1.41% Add +3.1% 3,930 $1.9M
Northwest Bancshares, Inc. 0.33% New 3,923 $1.9M
United Asset Strategies, Inc. 0.18% Reduce -5.9% 3,911 $1.9M
Secure Asset Management, LLC 0.32% Reduce -5.3% 3,893 $1.9M
Cardinal Point Capital Management ULC 0.32% Reduce -8.8% 3,882 $1.9M
Websterrogers Financial Advisors, LLC 0.66% Add +0.0% 3,877 $1.9M
Bricktown Capital, LLC 0.35% Add +314.3% 3,849 $1.9M
Zions Bancorporation, N.A. 0.14% Reduce -14.7% 3,848 $1.9M
LaSalle St. Investment Advisors, LLC 0.74% Add +23.0% 3,849 $1.9M
Pictet North America Advisors SA 0.19% Add +35.1% 3,846 $1.9M
Clarity Capital Partners LLC 1.11% Reduce -11.5% 3,842 $1.9M
Simon Quick Advisors, LLC 0.12% Reduce -12.3% 3,830 $1.9M
waypoint wealth counsel 1.27% Add +0.9% 3,828 $1.9M
FSA Advisors, Inc. 1.86% Add +0.5% 3,827 $1.9M
Millennium Capital Advisors, LLC 1.22% Add +2.5% 3,821 $1.9M
Uhlmann Price Securities, LLC 1.48% — 3,816 $1.9M
Ridgewood Investments LLC 0.93% Add +0.2% 3,809 $1.9M
CWS Financial Advisors, LLC 0.66% New 3,808 $1.9M
Zega Financial, LLC 0.61% Reduce -0.1% 3,808 $1.9M
Red Door Wealth Management, LLC 0.31% Add +13.8% 3,800 $1.9M
Patten & Patten Inc. 0.12% Reduce -2.4% 3,792 $1.9M
Annex Advisory Services, LLC 0.06% Add +5.8% 3,792 $1.9M
Davis R M Inc. 0.04% Add +3.2% 3,789 $1.8M
Pinnacle Bancorp, Inc. 0.49% No change 3,785 $1.8M
Smart Portfolios, LLC 1.88% Reduce -16.1% 3,783 $1.8M
Accredited Investors Inc. 0.11% Add +0.5% 3,776 $1.8M
Broadleaf Partners, LLC 0.44% Reduce -4.9% 3,775 $1.8M
Summit Asset Management, LLC 0.21% Reduce -0.8% 3,760 $1.8M
Guyasuta Investment Advisors Inc. 0.11% Add +1.5% 3,757 $1.8M
Mosaic Financial Group, LLC 1.30% Add +0.9% 3,754 $1.8M
Gentry Private Wealth, LLC 1.50% Reduce -12.3% 3,752 $1.8M
Rinkey Investments 0.59% Reduce -0.1% 3,751 $1.8M
Violich Capital Management, Inc. 0.24% No change 3,749 $1.8M
Callan Family Office, LLC 0.31% Reduce -0.0% 3,748 $1.8M
Central Valley Advisors, LLC 1.02% Reduce -4.3% 3,721 $1.8M
Slagle Financial, LLC 0.80% Add +4.1% 3,695 $1.8M
MAS Advisors LLC 3.84% Reduce -1.6% 3,693 $1.8M
Redwood Financial Network Corp 1.41% Reduce -1.5% 3,687 $1.8M
FSM Wealth Advisors, LLC 0.47% Add +0.1% 3,664 $1.8M
Apella Capital, LLC 0.07% Add +9.7% 3,697 $1.8M
Welch Group, LLC 0.08% Add +83.7% 3,646 $1.8M
MIdWestOne Financial Group, Inc. 0.24% Reduce -13.7% 3,629 $1.8M
Hutchens & Kramer Investment Management Group, LLC 0.98% Add +2.4% 3,678 $1.8M
Cadinha & Co. LLC 0.30% Reduce -28.6% 3,626 $1.8M
Eagle Strategies LLC 0.32% Add +8.9% 3,624 $1.8M
Selective Wealth Management, Inc. 0.73% Add +2.1% 3,606 $1.8M
Procyon Advisors, LLC 0.12% Add +1.3% 3,611 $1.8M
Front Row Advisors LLC 0.63% Reduce -15.9% 3,605 $1.8M
Waldron Private Wealth LLC 0.07% Reduce -1.4% 3,607 $1.8M
F&V Capital Management, LLC 0.45% Reduce -6.1% 3,603 $1.8M
Colorado Capital Management, Inc. 0.86% No change 3,571 $1.7M
Weaver Consulting Group 0.55% Add +3.2% 3,567 $1.7M
Wealth Management Associates, Inc. 0.76% Reduce -0.0% 3,561 $1.7M
Oder Investment Management, LLC 1.49% Reduce -3.5% 3,558 $1.7M
Atlas Brown,Inc. 0.60% Add +3.0% 3,551 $1.7M
Platform Technology Partners 0.54% Add +4.7% 3,547 $1.7M
Worth Asset Management, LLC 0.94% Reduce -16.8% 3,540 $1.7M
German American Bancorp, Inc. 0.18% Add +13.7% 3,528 $1.7M
Allen Mooney & Barnes Investment Advisors LLC 0.29% Reduce -1.7% 3,527 $1.7M
Capital Wealth Alliance, LLC 1.00% Reduce -58.8% 3,521 $1.7M
AllSquare Wealth Management LLC 0.98% Add +14.8% 3,518 $1.7M
Wellington Shields & Co., LLC 0.52% Reduce -3.4% 3,511 $1.7M
Diversified Portfolios, Inc. 0.18% Add +0.1% 3,508 $1.7M
Aviso Wealth Management 0.93% Add +537.1% 3,504 $1.7M
Mach-1 Financial Group, LLC 1.04% Reduce -0.8% 3,503 $1.7M
Asset Allocation & Management Company, LLC 1.07% Reduce -13.9% 3,484 $1.7M
Northeast Investment Management 0.08% Add +0.6% 3,476 $1.7M
Callan Capital, LLC 0.12% Reduce -1.0% 3,472 $1.7M
Collaborative Wealth Managment Inc. 0.77% Reduce -8.4% 3,468 $1.7M
Prairie Sky Financial Group LLC 0.96% Add +445.3% 3,468 $1.7M
Venturi Wealth Management, LLC 0.09% Add +161.5% 3,457 $1.7M
KG Capital Management 0.54% Add +4.5% 3,455 $1.7M
Carolinas Wealth Consulting LLC 0.30% Add +4.7% 3,435 $1.7M
West Coast Financial LLC 0.18% Reduce -1.2% 3,431 $1.7M
Dearborn Partners LLC 0.07% Reduce -2.2% 3,423 $1.7M
Fort Pitt Capital Group, LLC 0.05% No change 3,421 $1.7M
Naples Global Advisors, LLC 0.15% Add +8.2% 3,411 $1.7M
Net Worth Advisory Group 0.49% — 3,414 $1.7M
Cantor Fitzgerald, L. P. 0.15% Reduce -2.1% 3,403 $1.7M
First Commonwealth Financial Corp 0.40% Add +4.6% 3,402 $1.7M
Weiss Asset Management LP 0.06% New 3,400 $1.7M
Chilton Capital Management LLC 0.07% Reduce -2.4% 3,392 $1.7M
Dana Investment Advisors, Inc. 0.05% Reduce -4.5% 3,374 $1.6M
First Hawaiian Bank 0.05% Reduce -9.2% 3,367 $1.6M
Meridian Management Co. 0.42% Add +0.6% 3,361 $1.6M
Sierra Capital LLC 0.19% Add +1.6% 3,343 $1.6M
Cambridge Financial Group, LLC 0.68% Reduce -9.5% 3,342 $1.6M
AA Financial Advisors, LLC 0.47% Add +27.8% 3,342 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.22% Add +13.4% 3,337 $1.6M
Obsidian Cio, LLC 0.34% Add +62.5% 3,336 $1.6M
Copperleaf Capital, LLC 1.24% Reduce -4.5% 3,323 $1.6M
Ballew Advisors, Inc 1.09% Add +0.1% 3,289 $1.6M
Cannell & Spears LLC 0.03% Add +17.9% 3,305 $1.6M
FAS Wealth Partners, Inc. 0.13% Add +19.0% 3,302 $1.6M
Mma Asset Management LLC 0.43% Add +115.2% 3,843 $1.6M
Country Club Bank 0.11% Reduce -12.1% 3,301 $1.6M
Tompkins Financial Corp. 0.15% Reduce -2.3% 3,283 $1.6M
Gilbert & Cook, Inc. 0.22% Add +96.0% 3,276 $1.6M
Family Investment Center, Inc. 0.40% Reduce -0.6% 3,272 $1.6M
One Wealth Management Investment & Advisory Services, LLC 2.80% Add +40.0% 3,268 $1.6M
Cape Investment Advisory, Inc. 0.65% Reduce -1.2% 3,266 $1.6M
Legacy Capital Wealth Partners, LLC 0.32% New 3,261 $1.6M
CFO4Life Group, LLC 0.28% New 3,258 $1.6M
Denver PWM, LLC 0.60% Reduce -5.7% 3,258 $1.6M
Wolff Financial Management LLC 0.43% Add +1.3% 3,255 $1.6M
Professional Financial Advisors, LLC 0.41% Reduce -5.5% 3,245 $1.6M
BNC Wealth Management, LLC 0.58% Reduce -8.0% 3,240 $1.6M
Investment Partners Asset Management, Inc. 1.30% Add +1.4% 3,240 $1.6M
Safeguard Financial, LLC 0.37% Add +24.8% 3,237 $1.6M
Milestone Asset Management, LLC 0.36% Add +0.8% 3,235 $1.6M
Dock Street Asset Management Inc. 0.21% Reduce -1.4% 3,233 $1.6M
MKT Advisors LLC 0.74% Reduce -0.0% 3,272 $1.6M
Gryphon Financial Partners LLC 0.22% Add +2.0% 3,223 $1.6M
Morton Brown Family Wealth, LLC 0.56% Add +0.7% 3,219 $1.6M
Colonial River Investments, LLC 0.78% Add +2.2% 3,206 $1.6M
Acas, LLC 1.29% Add +0.4% 3,199 $1.6M
HM Payson & Co. 0.03% Reduce -4.8% 3,187 $1.6M
Parsons Capital Management Inc. 0.10% Reduce -2.0% 3,187 $1.6M
Carmichael Hill & Associates, Inc. 0.57% Add +4.8% 3,177 $1.6M
Catalina Capital Group, LLC 0.53% Add +10.6% 3,176 $1.6M
GHP Investment Advisors, Inc. 0.07% Reduce -1.7% 3,176 $1.5M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.58% Add +317000.0% 3,171 $1.5M
Ingalls & Snyder LLC 0.06% Add +7.4% 3,161 $1.5M
DHK Financial Advisors, Inc. 0.94% No change 3,150 $1.5M
Elios Financial Group Inc. 0.71% — 3,140 $1.5M
Coastal Bridge Advisors, LLC 0.38% Add +80.3% 3,130 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% No change 3,130 $1.5M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.5M
Old National Bancorp 0.04% No change 3,130 $1.5M
Regent Peak Wealth Advisors LLC 0.35% Add +14.8% 3,125 $1.5M
Cherry Creek Investment Advisors, Inc. 0.79% Reduce -11.0% 3,119 $1.5M
Vigilare Wealth Management 0.61% Reduce -1.1% 3,116 $1.5M
Indiana Trust & Investment Management Co 0.52% Reduce -9.2% 3,113 $1.5M
Tocqueville Asset Management L.P. 0.02% Reduce -20.8% 3,110 $1.5M
Wick Capital Partners, LLC 0.49% Add +46.9% 3,103 $1.5M
Sagace Wealth Management LLC 1.17% Add +24.5% 3,041 $1.5M
BSW Wealth Partners 0.23% Add +1.3% 3,093 $1.5M
Oakworth Capital, Inc. 0.10% Add +90.2% 3,090 $1.5M
Park Edge Advisors, LLC 0.43% Add +31.2% 3,085 $1.5M
Alaethes Wealth, LLC 0.55% Add +131.0% 3,081 $1.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +25.9% 3,087 $1.5M
Heritage Wealth Advisors 0.07% Add +77.0% 3,079 $1.5M
Manchester Capital Management LLC 0.18% Add +1.2% 3,076 $1.5M
Veery Capital, LLC 0.56% Add +1.8% 3,058 $1.5M
Coastwise Capital Group, LLC 1.23% Add +25.8% 3,058 $1.5M
Yarger Wealth Strategies, LLC 0.82% Add +27.4% 3,050 $1.5M
RPG Investment Advisory, LLC 0.21% Reduce -0.3% 3,049 $1.5M
49 Wealth Management, LLC 0.24% Reduce -12.9% 3,044 $1.5M
Vernal Point Advisors, LLC 1.15% No change 3,035 $1.5M
Nicolet Bankshares Inc. 0.30% No change 3,039 $1.5M
Howland Capital Management LLC 0.06% Reduce -12.1% 3,027 $1.5M
Global Financial Private Client, LLC 0.58% Reduce -6.0% 3,029 $1.5M
Mezzasalma Advisors, LLC 0.58% Reduce -1.7% 3,027 $1.5M
Tranquility Partners, LLC 0.54% Add +0.3% 3,027 $1.5M
Financial Sense Advisors, Inc. 0.41% Add +72.1% 3,019 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.3% 3,011 $1.5M
Financial Perspectives, Inc 0.51% Reduce -0.7% 3,001 $1.5M
Wealthspan Partners, LLC 0.72% Add +1.9% 2,997 $1.5M
TCFG Wealth Management, LLC 0.74% — 2,994 $1.5M
Balentine LLC 0.06% No change 2,994 $1.5M
Performance Wealth Partners, LLC 0.05% Reduce -8.6% 2,990 $1.5M
Ipswich Investment Management Co., Inc. 0.34% Reduce -0.5% 2,988 $1.5M
Orange Investment Advisors, Inc. 0.16% Reduce -26.2% 2,985 $1.5M
Shoker Investment Counsel, Inc. 0.49% Add +0.1% 2,984 $1.5M
Wade Financial Advisory, Inc 0.49% No change 2,984 $1.5M
Curated Wealth Partners LLC 0.19% Reduce -0.7% 2,982 $1.5M
NCM Capital Management, LLC 0.70% Add +0.0% 2,978 $1.5M
Chemistry Wealth Management LLC 0.35% Add +1.3% 2,970 $1.4M
Park National Corp. 0.05% Reduce -2.9% 2,965 $1.4M
Alpha Financial Partners LLC 1.03% Reduce -67.0% 2,956 $1.4M
Ehrlich Financial Group 1.03% Add +38.9% 2,956 $1.4M
Sage Capital Advisors,llc 0.38% Reduce -0.7% 2,953 $1.4M
Alterna Wealth Management, Inc. 1.29% Reduce -58.0% 2,943 $1.4M
PBMares Wealth Management LLC 0.30% Reduce -27.2% 2,939 $1.4M
Stiles Financial Services Inc 0.50% Reduce -2.9% 2,935 $1.4M
XTX Topco Ltd 0.10% New 2,927 $1.4M
Fifth Third Wealth Advisors LLC 0.09% Reduce -0.2% 2,927 $1.4M
Beacon Bridge Wealth Partners, LLC 0.61% Reduce -17.1% 2,920 $1.4M
Austin Private Wealth, LLC 0.14% Add +1.8% 2,905 $1.4M
Chapin Davis, Inc. 0.46% Reduce -36.9% 2,903 $1.4M
Sentinel Pension Advisors, LLC 0.27% Add +8.3% 2,900 $1.4M
O'Dell Group, LLC 0.31% Add +6.3% 2,899 $1.4M
Tortoise Investment Management, LLC 0.15% No change 2,883 $1.4M
First American Trust, FSB 0.14% Reduce -8.6% 2,882 $1.4M
Affiance Financial, LLC 0.34% Add +3.9% 2,881 $1.4M
Cyndeo Wealth Partners, LLC 0.10% Add +84.8% 2,881 $1.4M
Private Capital Advisors, Inc. 0.15% Add +1.8% 2,872 $1.4M
Optivise Advisory Services LLC 0.74% Reduce -12.7% 2,866 $1.4M
Evernest Financial Advisors, LLC 0.38% Add +0.6% 2,856 $1.4M
Willner & Heller, LLC 1.24% Add +1.4% 2,844 $1.4M
Smith Salley Wealth Management 0.09% Add +28.9% 2,843 $1.4M
Blue Fin Capital, Inc. 0.26% Reduce -4.4% 2,840 $1.4M
Wimmer Associates 1, LLC 0.68% No change 2,835 $1.4M
Stelac Advisory Services LLC 0.56% Add +88.5% 2,828 $1.4M
Van Cleef Asset Management,Inc 0.15% Add +1.6% 2,829 $1.4M
StoneCrest Wealth Management, Inc. 1.00% Reduce -8.5% 2,829 $1.4M
Kohmann Bosshard Financial Services, LLC 0.17% New 2,826 $1.4M
Plante Moran Financial Advisors, LLC 0.12% Add +0.2% 2,818 $1.4M
ArchPoint Investors 0.46% Add +2.7% 2,813 $1.4M
Founders Financial Alliance, LLC 0.38% Reduce -6.0% 2,802 $1.4M
Abound Wealth Management 0.45% Reduce -0.4% 2,798 $1.4M
Inscription Capital, LLC 0.20% Reduce -0.6% 2,794 $1.4M
Breed's Hill Capital LLC 1.11% No change 2,785 $1.4M
Long Run Wealth Advisors, LLC 0.32% No change 2,781 $1.4M
MinichMacGregor Wealth Management, LLC 0.29% Add +0.1% 2,780 $1.4M
Allie Family Office LLC 0.73% Reduce -9.3% 2,764 $1.4M
Dynasty Wealth Management, LLC 0.04% New 29,048 $1.3M
Intrepid Capital Management Inc. 0.75% Add +8.2% 2,763 $1.3M
Stevard, LLC 5.47% Reduce -77.2% 2,752 $1.3M
Clark Capital Management Group, Inc. 0.01% Add +33.1% 2,742 $1.3M
Scarborough Advisors, LLC 0.22% Add +10.4% 2,742 $1.3M
Seeds Investor LLC 0.50% Add +6.0% 2,741 $1.3M
Birchcreek Wealth Management, LLC 0.88% Reduce -29.8% 2,740 $1.3M
Liberty Wealth Management LLC 0.23% Reduce -99.2% 2,736 $1.3M
Taylor Financial Group, Inc. 0.92% No change 2,730 $1.3M
Baron Wealth Management LLC 0.64% Add +0.1% 2,727 $1.3M
Wooster Corthell Wealth Management, Inc. 0.28% No change 2,720 $1.3M
Klingman & Associates, LLC 0.08% Reduce -0.0% 2,710 $1.3M
Ironwood Investment Counsel, LLC 0.22% Reduce -2.7% 2,707 $1.3M
Chicago Capital, LLC 0.04% No change 2,695 $1.3M
Aldebaran Financial Inc. 1.55% Reduce -36.0% 2,693 $1.3M
First PREMIER Bank 0.33% No change 2,674 $1.3M
Liberty One Investment Management, LLC 0.13% Add +0.3% 2,665 $1.3M
HHM Wealth Advisors, LLC 0.18% Reduce -19.4% 2,664 $1.3M
Presidio Capital Management, LLC 0.83% Reduce -0.4% 2,663 $1.3M
Windward Capital Management Co. 0.10% New 2,658 $1.3M
MPS Loria Financial Planners, LLC 0.39% Add +0.8% 2,656 $1.3M
Armbruster Capital Management, Inc. 0.26% Reduce -0.6% 2,651 $1.3M
Cadent Capital Advisors, LLC 0.44% New 2,640 $1.3M
Guggenheim Capital LLC 0.01% Add +5.7% 2,629 $1.3M
Wealth Effects LLC 0.45% Add +4.6% 2,625 $1.3M
Osborne Partners Capital Management, LLC 0.07% Reduce -0.3% 2,622 $1.3M
Solstein Capital, LLC 0.68% No change 2,621 $1.3M
First Financial Corp. 0.61% Reduce -0.8% 2,619 $1.3M
BlackRock, Inc. 0.00% — 2,610 $1.3M
Sheridan Capital Management, LLC 0.90% Add +2.0% 2,606 $1.3M
Walkner Condon Financial Advisors LLC 0.26% Reduce -4.5% 2,600 $1.3M
Nilsine Partners, LLC 0.16% Add +0.7% 2,599 $1.3M
Passive Capital Management, LLC. 0.44% No change 2,588 $1.3M
Well Done, LLC 0.23% Add +0.9% 2,586 $1.3M
North Point Portfolio Managers Corp. 0.20% No change 2,586 $1.3M
UNIVEST FINANCIAL Corp 0.08% New 2,584 $1.3M
Disciplined Investments, LLC 0.62% Reduce -1.0% 2,584 $1.3M
Sage Advisors, LLC 0.99% Reduce -15.8% 2,576 $1.3M
Fairman Group, LLC 1.14% No change 2,572 $1.3M
Intrua Financial, LLC 0.20% Add +8.9% 2,569 $1.3M
Alliance Wealth Management Group 0.33% Add +30.3% 2,562 $1.3M
Towercrest Capital Management 0.20% Add +30.3% 2,562 $1.3M
Appleton Partners Inc. 0.09% Reduce -1.4% 2,559 $1.2M
Stewardship Advisors, LLC 0.35% Reduce -13.3% 2,558 $1.2M
American Trust 0.10% Reduce -17.2% 2,555 $1.2M
Blue Door Asset Management, LLC 0.86% New 2,550 $1.2M
180 Wealth Advisors, LLC 0.20% Reduce -4.1% 2,550 $1.2M
Cedar Wealth Management, LLC 0.39% Reduce -22.3% 2,548 $1.2M
Independent Family Office, LLC 0.62% Add +6.3% 2,588 $1.2M
17 Capital Partners, LLC 0.80% Add +25.0% 2,532 $1.2M
Leading Edge Financial Planning LLC 0.41% Reduce -0.4% 2,532 $1.2M
HRC Wealth Management, LLC 0.80% Add +2.6% 2,527 $1.2M
Great Lakes Advisors, LLC 0.01% Reduce -1.2% 2,524 $1.2M
Meeder Advisory Services, Inc. 0.08% Reduce -13.4% 2,521 $1.2M
Viewpoint Capital Management LLC 0.69% Add +21.8% 2,528 $1.2M
Delta Financial Group, Inc. 0.46% Add +15.7% 2,520 $1.2M
Consolidated Capital Management, LLC 0.54% Reduce -6.1% 2,520 $1.2M
Cambridge Advisors Inc. 0.27% Reduce -3.9% 2,490 $1.2M
CX Institutional 0.05% Reduce -17.1% 2,490 $1.2M
Ullmann Wealth Partners Group, LLC 0.16% Add +0.0% 2,489 $1.2M
Integrity Wealth Solutions LLC 0.71% Add +0.8% 2,488 $1.2M
Northwest Investment Counselors, LLC 0.27% Add +4.5% 2,488 $1.2M
Madden Advisory Services, Inc. 0.56% Add +0.8% 2,487 $1.2M
Global Strategic Investment Solutions, LLC 0.14% Add +0.1% 2,484 $1.2M
Hantz Financial Services, Inc. 0.02% Add +2.3% 2,483 $1.2M
Beacon Bank & Trust 0.28% No change 2,483 $1.2M
Kades & Cheifetz LLC 0.69% Add +0.4% 2,480 $1.2M
Trust Point Inc. 0.09% Add +10.0% 2,469 $1.2M
1832 Asset Management L.P. 0.00% Add +0.3% 2,456 $1.2M
Enclave Advisors LLC 0.20% — 2,449 $1.2M
Breakwater Capital Group 0.24% Add +2.4% 2,447 $1.2M
Powers Advisory Group, LLC 0.59% No change 2,444 $1.2M
Arcadia Wealth Management, LLC 0.63% Add +3.6% 2,440 $1.2M
Means Investment Co., Inc. 0.13% Add +0.6% 2,437 $1.2M
Romano Brothers and Company 0.15% Reduce -0.4% 2,427 $1.2M
FreeGulliver LLC 0.70% Add +17.9% 2,418 $1.2M
Total Investment Management Inc. 0.13% Add +0.1% 2,405 $1.2M
First Washington CORP 0.47% Reduce -25.7% 2,402 $1.2M
Facet Wealth, Inc. 0.03% Add +37.4% 2,403 $1.2M
Wealthquest Corp 0.10% No change 2,432 $1.2M
True North Advisors, LLC 0.31% Add +0.1% 2,393 $1.2M
Arlington Capital Management, Inc. 0.96% Add +11.5% 2,388 $1.2M
Innova Wealth Partners 0.96% Reduce -55.9% 2,388 $1.2M
Transform Wealth, LLC 0.08% Add +11.8% 2,384 $1.2M
James Investment Research, Inc. 0.13% Reduce -2.0% 2,387 $1.2M
Kickstand Ventures, Llc. 0.30% Add +136.4% 2,383 $1.2M
Wealth Architects, LLC 0.13% Reduce -7.1% 2,378 $1.2M
Patron Partners, LLC 0.64% Reduce -3.4% 2,376 $1.2M
Curi Capital, LLC 0.03% Reduce -6.5% 2,375 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.39% Reduce -13.3% 2,373 $1.2M
JDM Financial Group LLC 0.63% Reduce -3.4% 2,356 $1.2M
JCIC Asset Management Inc. 0.47% No change 2,355 $1.1M
Aaron Wealth Advisors LLC 0.14% No change 2,351 $1.1M
Lewis Asset Management, LLC 0.83% Reduce -15.5% 2,344 $1.1M
Community Financial Services Group, LLC 0.23% No change 2,343 $1.1M
Geometric Wealth Advisors 0.21% Add +13.0% 2,334 $1.1M
Jeppson Wealth Management, LLC 0.41% Reduce -0.1% 2,332 $1.1M
Centurion Wealth Management LLC 0.36% — 2,326 $1.1M
Peoples Bank 0.58% Reduce -4.4% 2,320 $1.1M
Concentric Wealth Management, LLC 0.28% Reduce -1.7% 2,320 $1.1M
Heritage Wealth Management, Inc. 1.02% Add +2.6% 2,313 $1.1M
Cornerstone Capital, Inc. 0.11% Add +87.0% 2,309 $1.1M
WESPAC Advisors, LLC 0.83% Reduce -10.7% 2,303 $1.1M
Community Bank, N.A. 0.14% Reduce -8.9% 2,301 $1.1M
Russell Investments Group, Ltd. 0.00% Add +98.8% 2,296 $1.1M
Inspirion Wealth Advisors, LLC 0.16% Add +4.7% 2,294 $1.1M
Axecap Investments, LLC 0.85% — 2,291 $1.1M
Seelaus Asset Management LLC 1.05% Reduce -4.9% 2,288 $1.1M
Checchi Capital Advisers, LLC 0.08% Add +0.0% 2,287 $1.1M
Philip James Wealth Mangement, LLC 0.14% Add +5.9% 2,276 $1.1M
Nicholas Wealth, LLC. 0.69% Reduce -20.9% 2,269 $1.1M
Trajan Wealth LLC 0.07% Add +6.6% 2,267 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.27% Reduce -0.0% 2,258 $1.1M
First International Bank & Trust 0.35% Reduce -0.3% 2,257 $1.1M
Williams & Novak, LLC 1.02% Reduce -5.0% 2,240 $1.1M
Salomon & Ludwin, LLC 0.11% Reduce -10.8% 2,238 $1.1M
Trexquant Investment LP 0.01% Add +10.2% 2,237 $1.1M
TCTC Holdings, LLC 0.04% No change 2,229 $1.1M
Charles Schwab Trust Co 0.09% Add +20.1% 2,227 $1.1M
Delta Accumulation, LLC 7.18% Add +0.1% 2,221 $1.1M
Code Waechter LLC 1.03% — 2,206 $1.1M
Baxter Bros Inc. 0.14% Reduce -7.6% 2,196 $1.1M
Fiduciary Group, LLC 0.11% Reduce -1.6% 2,195 $1.1M
Penbrook Management LLC 0.70% Add +46.8% 2,195 $1.1M
L & S Advisors Inc 0.13% Add +1.8% 2,191 $1.1M
Hurlow Wealth Management Group, Inc. 0.33% Reduce -7.7% 2,189 $1.1M
RHS Financial, LLC 0.54% New 2,189 $1.1M
Werba Rubin Papier Wealth Management 0.25% Add +59.0% 2,179 $1.1M
Elevatus Welath Management 0.35% Add +4.5% 2,174 $1.1M
Investment Partners, LTD. 0.44% Add +34.9% 2,174 $1.1M
ETF Store, Inc. 1.09% Reduce -23.7% 2,172 $1.1M
Howard Wealth Management, LLC 0.61% Add +2.2% 2,163 $1.1M
Proactive Wealth Strategies LLC 0.58% — 2,158 $1.1M
Silvia McColl Wealth Management, LLC 0.79% Reduce -18.8% 2,156 $1.1M
Bridgewealth Advisory Group, LLC 0.38% Add +20.3% 2,156 $1.1M
Roble, Belko & Company, Inc 0.17% No change 2,155 $1.1M
Cassady Schiller Wealth Management, LLC 0.38% Reduce -0.1% 2,149 $1.0M
Ruggaard & Associates LLC 0.46% No change 2,145 $1.0M
Darden Wealth Group Inc 0.75% Add +1.9% 2,139 $1.0M
Oak Harvest Investment Services 0.15% Reduce -0.3% 2,135 $1.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +43.1% 2,134 $1.0M
Gradient Investments LLC 0.02% Reduce -14.4% 2,133 $1.0M
Rise Advisors, LLC 0.50% Add +0.3% 2,129 $1.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.56% No change 2,125 $1.0M
Richardson Capital Management LLC 0.72% Reduce -1.4% 2,125 $1.0M
Core Wealth Partners LLC 0.63% Reduce -7.7% 2,122 $1.0M
Trivant Custom Portfolio Group, LLC 0.60% Add +3.7% 2,121 $1.0M
Financial Partners Group, LLC 0.39% Reduce -14.0% 2,120 $1.0M
Lumbard & Kellner, LLC 0.45% No change 2,115 $1.0M
Redmont Wealth Advisors LLC 1.61% Reduce -1.6% 2,115 $1.0M
S.A. Mason LLC 0.55% Add +13.4% 2,114 $1.0M
Schrum Private Wealth Management LLC 0.53% Add +84.6% 2,112 $1.0M
Sittner & Nelson, LLC 0.46% No change 2,110 $1.0M
Fragasso Financial Advisors Inc 0.08% Add +2.0% 2,107 $1.0M
Scott & Selber, Inc. 0.32% Reduce -4.5% 2,101 $1.0M
RB Capital Management, LLC 0.25% Add +10.7% 2,099 $1.0M
Angeles Wealth Management, LLC 0.09% Add +31.3% 2,097 $1.0M
Stonebridge Capital Advisors LLC 0.08% Add +98.7% 2,096 $1.0M
Beacon Investment Advisory Services, Inc. 0.04% Add +1.1% 2,095 $1.0M
Hengehold Capital Management LLC 0.10% Add +4.5% 2,094 $1.0M
Saiph Capital, LLC 0.48% Add +9.7% 2,092 $1.0M
Tanager Wealth Management LLP 0.14% Add +1.8% 2,085 $1.0M
Miller Investment Management, LP 0.11% No change 2,084 $1.0M
Landmark Wealth Management, LLC 0.44% Reduce -2.6% 2,084 $1.0M
Halbert Hargrove Global Advisors, LLC 0.06% Add +9.7% 2,083 $1.0M
Condor Capital Management 0.09% No change 2,082 $1.0M
Wolff Wiese Magana LLC 0.70% Add +11.0% 2,082 $1.0M
Deltec Asset Management LLC 0.20% No change 2,081 $1.0M
Sterling Financial Group, Inc. 0.43% No change 2,079 $1.0M
Northstar Group, Inc. 0.18% Reduce -0.4% 2,076 $1.0M
Weatherly Asset Management L. P. 0.09% Add +7.5% 2,067 $1.0M
Financial Advisors, LLC 0.19% No change 2,057 $1.0M
Guardian Asset Advisors, LLC 0.68% Reduce -69.8% 2,056 $1.0M
Grey Fox Wealth Advisors, LLC 0.28% Reduce -0.1% 2,051 $1.0M
Diversified Investment Strategies, LLC 0.66% No change 2,047 $999K
Jentner Corp 0.30% New 2,032 $992K
Intelligence Driven Advisers, LLC 0.14% Add +1.6% 2,020 $986K
Lane & Associates LLC 0.54% Add +2.2% 2,016 $984K
Hudson Value Partners, LLC 0.38% Add +18.1% 2,015 $983K
Greenland Capital Management LP 0.18% New 2,013 $982K
Sonata Capital Group Inc. 0.41% Reduce -0.7% 2,013 $982K
Benchmark Financial Wealth Advisors, LLC 0.33% Add +2.2% 2,010 $981K
Blue Investment Partners LLC 0.40% Add +5.3% 2,006 $979K
IMA Advisory Services, Inc. 0.21% Add +1.3% 2,001 $978K
Campbell Capital Management Inc. 0.39% Add +100.0% 2,000 $976K
DGS Capital Management, LLC 0.26% Reduce -9.7% 1,993 $973K
Westhampton Capital, LLC 0.49% Add +3.6% 1,993 $973K
Brass Tax Wealth Management, Inc. 0.21% Reduce -90.3% 1,993 $973K
IRON Financial LLC 0.53% No change 1,991 $972K
Marquette Asset Management, LLC 0.15% Add +10.0% 1,988 $970K
GM Advisory Group, LLC 0.06% Add +2.8% 1,981 $967K
X-Square Capital, LLC 0.33% Add +146.5% 1,977 $965K
Private Capital Management, LLC 0.11% No change 1,975 $964K
Chesapeake Asset Management LLC 0.83% No change 1,964 $960K
Archford Capital Strategies, LLC 0.14% Reduce -2.6% 1,929 $960K
LCNB Corp. 0.34% No change 1,960 $957K
HT Partners LLC 0.34% Add +96.0% 1,960 $957K
Miramar Capital, LLC 0.22% Add +23.1% 1,960 $957K
Monetary Management Group Inc. 0.24% No change 1,950 $952K
PAX Financial Group, LLC 0.17% Add +0.1% 1,947 $950K
Correct Capital Wealth Management 0.21% Add +17.6% 1,942 $948K
Cahaba Wealth Management, Inc. 0.08% Reduce -0.1% 1,941 $947K
PYA Waltman Capital, LLC 0.31% Add +0.7% 1,935 $945K
Aspect Partners, LLC 0.53% Add +8.0% 1,934 $944K
Earned Wealth Advisors, LLC 0.29% Reduce -2.1% 1,934 $944K
Truepoint, Inc. 0.03% No change 1,923 $938K
Meritage Portfolio Management 0.06% Add +0.6% 1,919 $937K
Mairs & Power Inc. 0.01% No change 1,919 $937K
Polymer Capital Management (HK) LTD 0.22% Add +23.3% 1,911 $933K
FMB Wealth Management 0.53% No change 1,910 $932K
Cahill Financial Advisors Inc. 0.13% Add +2.4% 1,904 $929K
Manchester Financial Inc. 0.20% Reduce -1.3% 1,900 $928K
Encompass Wealth Advisors, LLC 0.23% Add +28.0% 1,897 $926K
White Pine Capital LLC 0.32% Add +11.9% 1,895 $925K
Shufro Rose & Co. LLC 0.08% No change 1,929 $924K
PDS Planning, Inc 0.08% Add +18.6% 1,890 $923K
Great Diamond Partners, LLC 0.23% No change 1,888 $921K
Harbor Group, Inc. 0.21% Reduce -9.5% 1,886 $920K
BIP Wealth, LLC 0.06% Reduce -0.8% 1,883 $919K
Second Line Capital, LLC 0.25% Reduce -0.9% 1,876 $916K
Forte Capital LLC 0.10% Reduce -5.1% 1,855 $906K
Dunhill Financial, LLC 0.47% Add +50.1% 1,855 $905K
Legacy Edge Advisors, LLC 0.14% Add +1.0% 1,854 $905K
Wilson & Boucher Capital Management, LLC 0.62% Add +14.4% 1,848 $902K
Ami Investment Management Inc. 0.31% Reduce -2.9% 1,847 $902K
Ranch Capital Advisors Inc. 0.42% Reduce -3.7% 1,843 $900K
ICW Investment Advisors LLC 0.37% Reduce -0.1% 1,840 $898K
W.G. Shaheen & Associates DBA Whitney & Co 0.10% Add +3.2% 1,840 $898K
Cannon Wealth Management Services, LLC 0.82% — 1,837 $897K
Meridian Wealth Advisors, LLC 0.15% Add +0.1% 1,835 $896K
Argent Financial Group, Inc. 0.11% — 1,833 $895K
Stablepoint Partners, LLC 0.16% Add +95.7% 1,832 $894K
HFG Wealth Management, LLC 0.57% No change 1,861 $892K
First Command Advisory Services, Inc. 0.01% Add +7.9% 1,825 $891K
Johnson Financial Group, Inc. 0.04% Add +12.9% 1,818 $889K
Maple Capital Management, Inc. 0.07% Reduce -12.6% 1,820 $888K
Aft, Forsyth & Company, Inc. 0.44% Reduce -0.8% 1,818 $887K
Smartleaf Asset Management LLC 0.11% Reduce -46.1% 1,819 $886K
Portside Wealth Group, LLC 0.15% Add +6.7% 1,814 $885K
Pinnacle Wealth Planning Services, Inc. 0.12% Add +57.4% 1,810 $883K
William Howard & Co Financial Advisors Inc 0.75% Add +16.3% 1,806 $882K
Meridian Financial Partners LLC 0.45% New 1,808 $882K
Laffer Tengler Investments, Inc. 0.21% No change 1,804 $880K
Wetzel Investment Advisors, Inc. 0.44% Reduce -17.9% 1,801 $879K
Concord Wealth Partners 0.15% Add +16.2% 1,797 $877K
Avalon Capital Management 0.27% Reduce -2.0% 1,797 $877K
Duncker Streett & Co. Inc. 0.16% No change 1,792 $875K
Tru Independence Asset Management 2, LLC 0.73% — 1,787 $872K
Merrion Investment Management Co, LLC 0.58% No change 1,786 $872K
Gilliland Jeter Wealth Management LLC 0.28% Add +4.6% 1,781 $869K
Eastover Investment Advisors LLC 0.41% No change 1,778 $868K
Iowa State Bank 0.18% Reduce -42.2% 1,775 $866K
ARS Wealth Advisors Group, LLC 0.11% Add +1.8% 1,768 $863K
Jackson Square Capital, LLC 0.21% Reduce -11.2% 1,764 $861K
Ergawealth Advisors, Inc. 0.43% Add +0.7% 1,761 $859K
Colonial Trust Co / SC 0.13% Add +13.7% 1,761 $859K
TFG Advisers LLC 0.31% Add +5.8% 1,753 $856K
Charter Oak Capital Management, LLC 0.08% Add +7.3% 1,750 $854K
Sharkey, Howes & Javer 0.12% Add +3.1% 1,749 $853K
TFO Wealth Partners, LLC 0.16% No change 1,745 $852K
Graypoint LLC 0.05% Add +6.2% 1,744 $851K
Rockwood Wealth Management, LLC 0.09% Add +0.1% 1,742 $850K
McDonough Capital Management, Inc 0.58% Reduce -0.2% 1,729 $844K
Confluence Wealth Services, Inc. 0.06% Add +1.1% 1,729 $843K
Clear Harbor Asset Management, LLC 0.07% Add +59.4% 1,723 $841K
Synergy Financial Group, LTD 0.80% Add +9.6% 1,718 $839K
D.B. Root & Company, LLC 0.28% Add +0.6% 1,717 $838K
Discipline Wealth Solutions, LLC 0.44% New 1,714 $837K
New Millennium Group LLC 0.54% Reduce -2.4% 1,712 $836K
Basso Capital Management, L.P. 0.77% Add +6.2% 1,707 $833K
Blake Schutter Theil Wealth Advisors, LLC 0.60% — 1,703 $831K
Whalerock Point Partners, LLC 0.20% No change 1,701 $830K
AMJ Financial Wealth Management 0.24% New 1,700 $830K
Northside Capital Management, LLC 0.13% No change 1,700 $830K
Allegheny Financial Group 0.20% Add +0.6% 1,699 $829K
Regatta Capital Group, LLC 0.16% Reduce -11.8% 1,698 $829K
Compass Advisory Group LLC 0.32% Add +6.3% 1,697 $828K
Wealth Dimensions Group, Ltd. 0.21% Add +0.5% 1,697 $828K
Godsey & Gibb, Inc. 0.08% Reduce -2.3% 1,694 $827K
Acorn Wealth Advisors, LLC 0.35% Reduce -1.9% 1,692 $826K
Rockland Trust Co. 0.04% No change 1,690 $825K
Aspire Capital Advisors LLC 0.25% Add +9.3% 1,688 $824K
PrairieView Partners, LLC 0.09% Reduce -0.3% 1,685 $822K
Compass Ion Advisors, LLC 0.10% No change 1,683 $821K
Carlson Capital Management 0.03% Add +6.9% 1,677 $819K
CPR Investments Inc. 0.77% Reduce -18.4% 1,677 $818K
Bfsg, LLC 0.09% Reduce -0.2% 1,673 $817K
FRG Family Wealth Advisors LLC 0.15% Add +3.7% 1,670 $815K
LS Investment Advisors, LLC 0.12% Reduce -0.4% 1,670 $815K
Vista Capital Partners, Inc. 0.09% No change 1,668 $814K
Country Trust Bank 0.02% No change 1,668 $814K
Mosley Wealth Management 0.55% Add +187.5% 1,639 $812K
Durante & Waters, LLC 0.68% No change 1,660 $810K
Prio Wealth Limited Partnership 0.02% Reduce -1.2% 1,653 $807K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -19.5% 1,652 $806K
Zevin Asset Management LLC 0.12% Add +3.5% 1,652 $806K
Formidable Asset Management, LLC 0.13% Reduce -34.1% 1,651 $806K
Moseley Investment Management Inc. 0.32% Reduce -0.2% 1,651 $806K
Capstone Financial Advisors, Inc. 0.05% Reduce -27.7% 1,651 $806K
Catalyst Private Wealth, LLC 0.39% No change 1,648 $804K
Nottingham Advisors, Inc. 0.09% Add +12.6% 1,642 $801K
Rockingstone Advisors LLC 0.39% Reduce -7.1% 1,635 $798K
Athena Investment Management 0.45% No change 1,634 $798K
Waddell & Associates, LLC 0.10% No change 1,633 $797K
Arkos Global Advisors 0.12% Add +1.4% 1,631 $796K
Foster Dykema Cabot & Partners, LLC 0.07% Add +1360.4% 1,621 $792K
Ceera Investments, LLC 0.30% Add +10.7% 1,622 $792K
Maia Wealth LLC 0.20% Add +2.3% 1,607 $791K
Flow Traders U.S. LLC 0.04% New 1,621 $791K
Waterfront Wealth Inc. 0.19% Add +94.4% 1,588 $791K
Trustco Bank Corp. N Y 0.79% Add +3.2% 1,618 $790K
Clifford Swan Investment Counsel LLC 0.03% No change 1,616 $789K
Thompson Davis & Co., Inc. 0.58% Add +0.2% 1,612 $787K
FSB Premier Wealth Management, Inc. 0.32% Add +1.8% 1,612 $787K
Key Financial Inc 0.17% Reduce -1.4% 1,611 $786K
Valley National Advisers Inc. 0.14% Reduce -12.6% 1,611 $786K
Total Wealth Planning, LLC 0.12% No change 1,610 $786K
Paragon Private Wealth Management, LLC 0.39% Reduce -9.0% 1,610 $786K
Addison Capital Co 0.32% Add +33.5% 1,608 $785K
Stone Summit Wealth LLC 0.25% Add +18.5% 1,599 $780K
Brendel Financial Advisors LLC 0.44% Reduce -3.7% 1,595 $778K
LRI Investments, LLC 0.08% Add +4.2% 1,529 $778K
Chesley Taft & Associates LLC 0.04% Reduce -2.8% 1,587 $775K
Quantum Portfolio Management LLC 0.42% Reduce -38.2% 1,587 $775K
SFG Wealth Management, LLC. 0.41% Add +6.2% 1,585 $774K
Arlington Trust Co LLC 0.17% Reduce -3.3% 1,582 $772K
Stephen J. Garry & Associates, LLC 0.73% Add +2.7% 1,578 $770K
Xcel Wealth Management, LLC 0.23% Add +50.1% 1,573 $768K
Prelude Capital Management, LLC 0.06% Reduce -74.6% 1,572 $767K
Archvest Wealth Advisors, Inc. 0.49% Reduce -0.8% 1,569 $766K
Ewa, LLC 0.27% Reduce -2.0% 1,501 $763K
Drive Wealth Management, LLC 0.20% Add +3.5% 1,556 $761K
Revisor Wealth Management LLC 0.47% New 1,557 $760K
Jackson, Grant Investment Advisers, Inc. 0.28% Add +0.1% 1,554 $759K
Ledyard National Bank 0.07% Reduce -4.1% 1,553 $758K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.29% Reduce -4.1% 1,553 $758K
Cutler Investment Counsel LLC 0.10% Reduce -3.1% 1,550 $757K
Intellectus Partners, LLC 0.19% Add +0.4% 1,549 $757K
Capital Wealth Management, LLC 0.32% Reduce -15.0% 1,550 $756K
CWC Advisors, LLC. 0.75% — 1,546 $755K
Peak Financial Management, Inc. 0.22% No change 1,545 $754K
Strategic Financial Partners, Ltd. 0.38% Reduce -1.3% 1,541 $752K
Valley Wealth Managers, Inc. 0.06% Add +3.9% 1,539 $751K
Patten Group, Inc. 0.17% Add +3.3% 1,539 $751K
Equita Financial Network, Inc. 0.27% Add +2.9% 1,540 $751K
Future Financial Wealth Managment LLC 0.54% Reduce -0.7% 1,536 $749K
Teachers Insurance & Annuity Association of America 1.14% — 1,530 $747K
Wealthgarden F.S. LLC 0.73% Reduce -1.7% 1,530 $747K
Oarsman Capital, Inc. 0.14% Add +54.9% 1,529 $746K
Ascent Group, LLC 0.06% Reduce -0.5% 1,527 $745K
Crestline Management, L.P. 0.04% New 1,525 $744K
Wealth Alliance, LLC 0.09% Add +15.0% 1,523 $743K
IAG Wealth Partners, LLC 0.14% Add +2.0% 1,517 $740K
Everhart Financial Group, Inc. 0.16% Add +91.7% 1,501 $733K
Gruss & Co., LLC 5.78% Reduce -57.1% 1,500 $732K
Alpha Square Group S LLC 1.92% No change 1,500 $732K
Marble Harbor Investment Counsel, LLC 0.08% No change 1,495 $730K
Liberty Capital Management, Inc. 0.16% No change 1,492 $728K
Verum Partners LLC 0.21% Add +0.4% 1,489 $727K
Carret Asset Management, LLC 0.08% No change 1,487 $726K
ORG Partners LLC 0.12% Reduce -6.7% 1,485 $725K
Wealth Group Ltd 0.21% Add +0.7% 1,482 $723K
ZynergyRetirementPlanningLLC 0.51% No change 1,480 $722K
WealthShield Partners, LLC 0.10% Add +24.3% 1,475 $721K
PFS Partners, LLC 0.41% Reduce -2.3% 1,476 $720K
JGP Wealth Management, LLC 0.09% Reduce -1.8% 1,473 $719K
Brown, Lisle/Cummings, Inc. 0.22% No change 1,469 $717K
Montis Financial, LLC 0.25% Reduce -0.3% 1,468 $717K
Significant Wealth Partners LLC 0.37% Add +87.8% 1,465 $715K
Highview Capital Management LLC 0.29% No change 1,465 $715K
Kowal Investment Group, LLC 0.13% Reduce -3.6% 1,461 $713K
Aureus Asset Management, LLC 0.05% Reduce -16.6% 1,454 $710K
Sprinkle Financial Consultants LLC 0.51% Add +1.6% 1,453 $709K
Curran Financial Partners, LLC 0.20% Add +26.6% 1,447 $706K
WPWealth LLP 0.15% Add +27.8% 1,445 $705K
Legacy PCG, LLC 0.50% Add +52.9% 1,445 $705K
Mindset Wealth Management, LLC 0.29% — 1,445 $705K
Woodward Diversified Capital, LLC 0.45% Reduce -1.0% 1,439 $702K
Old North State Trust, LLC 0.57% Add +3.9% 1,437 $701K
Horst & Graben Wealth Management LLC 0.13% Add +0.1% 1,430 $698K
PVG Asset Management Corp. 2.80% Add +1.1% 1,430 $698K
Rothschild Wealth LLC 0.21% Add +6.2% 5,498 $694K
Crumly & Associates Inc. 0.19% Reduce -0.9% 1,418 $692K
RWQ Financial Management Services, Inc. 0.24% No change 1,410 $688K
C2C Wealth Management, LLC 0.64% Add +8.8% 1,422 $688K
Emerald Advisors, LLC 0.10% No change 1,390 $687K
United Bank 0.32% No change 1,403 $685K
Beacon Financial Advisory LLC 0.23% Reduce -32.4% 1,401 $684K
Souders Financial Advisors 0.10% Add +17.2% 1,401 $684K
WealthTrust Axiom LLC 0.20% Add +62.1% 1,399 $683K
KFA Private Wealth Group, LLC 0.33% Reduce -1.0% 1,399 $683K
Essex LLC 0.14% Reduce -2.2% 1,395 $681K
Litman Gregory Wealth Management LLC 0.06% Add +192.2% 1,394 $680K
ZWJ Investment Counsel Inc. 0.03% No change 1,394 $680K
Sage Financial Group Inc. 0.06% Add +0.2% 1,393 $680K
Biltmore Family Office, LLC 0.12% Add +34.3% 1,391 $680K
Hamilton Point Investment Advisors, LLC 0.12% No change 1,391 $680K
Index Fund Advisors, Inc. 0.04% Add +12.5% 1,393 $680K
Peninsula Asset Management Inc. 0.34% No change 1,386 $676K
Optimum Investment Advisors 0.29% Add +0.1% 1,385 $676K
Up Strategic Wealth Investment Advisors LLC 0.75% No change 1,378 $673K
WESPAC Advisors SoCal, LLC 0.15% Reduce -6.5% 1,372 $670K
Security National Bank 0.09% Add +18.6% 1,372 $670K
Von Berge Wealth Management Group, LLC 0.41% Add +0.1% 1,319 $667K
Mosaic Family Wealth Partners, LLC 0.10% Reduce -1.8% 1,360 $664K
Bell Investment Advisors, Inc 0.12% No change 1,359 $664K
American Institute for Advanced Investment Management, LLP 0.47% Reduce -2.2% 1,353 $660K
First National Advisers, LLC 0.11% No change 1,350 $659K
Ables, Iannone, Moore & Associates, Inc. 0.43% Reduce -0.5% 1,349 $659K
Pinnacle Financial Group, LLC / IL 0.26% Add +46.7% 1,347 $658K
CGN Advisors LLC 0.07% Add +0.9% 1,347 $657K
Northwest Capital Management Inc 0.24% Reduce -0.6% 1,344 $656K
Veracity Capital LLC 0.25% Add +3.5% 1,343 $655K
Ted Buchan & Co 0.31% Reduce -1.6% 1,341 $655K
Marks Group Wealth Management, Inc 0.06% Reduce -8.7% 1,341 $655K
Hoffman, Alan N Investment Management 0.31% Add +2.1% 1,340 $654K
Alexander Randolph Advisory, Inc. 0.58% No change 1,338 $653K
Godshalk Welsh Capital Management, Inc. 0.41% New 1,335 $652K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -0.4% 1,334 $651K
Noesis Capital Mangement Corp. 0.13% Reduce -7.6% 1,332 $650K
Cooper/Haims Advisors, LLC 0.36% Add +4.6% 1,331 $649K
3EDGE Asset Management, LP 0.05% Add +3.6% 1,328 $648K
Charter Research & Investment Group, Inc. 0.48% No change 1,324 $646K
Sunesis Advisors, LLC 0.39% No change 1,322 $645K
SC&H Financial Advisors, Inc. 0.14% Add +2.2% 1,321 $645K
Am Investment Strategies LLC 0.16% Add +25.6% 1,315 $642K
Pin Oak Investment Advisors Inc. 0.58% Reduce -1.7% 1,312 $640K
Pennsylvania Capital Management Inc. 0.23% Add +1.2% 1,310 $639K
Barr E S & Co. 0.04% Reduce -1.1% 1,310 $639K
Clarity Capital Advisors, LLC 0.46% No change 1,308 $638K
Atlantic Union Bankshares Corp 0.04% Reduce -31.8% 1,305 $637K
Blueprint Investment Partners LLC 0.12% New 1,305 $637K
St Germain D J Co. Inc. 0.03% Add +1.9% 1,302 $635K
GW Henssler & Associates Ltd. 0.04% New 1,301 $635K
Sassicaia Capital Advisers LLC 1.84% Reduce -83.3% 1,300 $634K
Bluesphere Advisors LLC 0.31% Reduce -31.6% 1,299 $634K
DiNuzzo Private Wealth, Inc. 0.08% Add +45.3% 1,295 $632K
Addison Advisors LLC 0.18% Add +34.5% 1,291 $630K
TLWM 0.13% Reduce -1.8% 1,290 $630K
McCollum Christoferson Group LLC 0.18% Reduce -4.8% 1,290 $630K
GAMMA Investing LLC 0.06% Add +21.7% 1,290 $630K
Dodds Wealth, LLC 0.21% Reduce -0.8% 1,276 $628K
Empirical Asset Management, LLC 0.22% Add +7.3% 1,286 $628K
Burns Matteson Capital Management, LLC 0.35% Reduce -3.8% 1,282 $626K
Resolute Wealth Strategies, LLC 0.32% Add +2.8% 1,281 $625K
Belmont Capital, LLC 0.10% Reduce -72.4% 1,280 $625K
Cambridge Capital Management, LLC 0.41% Reduce -2.0% 1,280 $625K
Keystone Financial Services 0.24% No change 1,276 $623K
Union Investments & Development Ltd. 3.70% No change 10,000 $622K
GG Group Ventures, LLC 0.91% Add +18.2% 1,222 $622K
Vestor Capital, LLC 0.05% Add +2.1% 1,268 $619K
Cobblestone Capital Advisors LLC 0.03% Reduce -11.5% 1,267 $618K
M. Kulyk & Associates, LLC 0.12% No change 1,266 $618K
Eclectic Associates Inc. 0.24% Add +46.4% 1,262 $616K
Bellecapital International Ltd. 0.12% Reduce -10.4% 1,258 $614K
WestHill Financial Advisors, Inc. 0.14% No change 1,256 $613K
Matrix Asset Advisors Inc. 0.07% Add +12.8% 1,250 $610K
Canandaigua National Trust Co of Florida 0.52% — 1,246 $608K
International Private Wealth Advisors LLC 0.89% Add +47.4% 1,244 $607K
RE Dickinson Investment Advisors, LLC 0.34% Add +0.7% 1,241 $606K
Strata Wealth Advisors, LLC 0.19% No change 1,240 $605K
Western Pacific Wealth Management, LP 0.40% Add +420.2% 1,238 $604K
D L Carlson Investment Group Inc. 0.11% New 1,232 $601K
Excalibur Management Corp. 0.23% No change 1,231 $601K
Zullo Investment Group, Inc. 0.25% No change 1,229 $600K
Guidance Point Advisors, LLC 0.18% Add +0.3% 1,227 $598K
Bragg Financial Advisors, Inc 0.02% Add +15.2% 1,226 $598K
Bill Few Associates, Inc. 0.21% No change 1,225 $598K
West Bancorporation Inc. 0.40% New 1,225 $598K
Goepper Burkhardt LLC 0.25% Reduce -2.4% 1,224 $597K
Signature Wealth Management Partners, LLC 0.43% Add +0.1% 1,220 $595K
Naviter Wealth, LLC 0.08% Reduce -3.4% 1,213 $593K
ICONIQ Capital, LLC 0.01% Add +0.2% 1,213 $592K
MADDEN SECURITIES Corp 0.25% Reduce -49.5% 1,204 $588K
Barnes Pettey Financial Advisors, LLC 0.47% Add +0.4% 1,203 $587K
Wealthstream Advisors, Inc. 0.11% Reduce -0.1% 1,203 $587K
Thrive Wealth Management, LLC 0.11% Reduce -1.9% 1,203 $587K
Buffington Mohr McNeal 0.10% Add +0.1% 1,200 $586K
McLean Asset Management Corp 0.18% Reduce -3.9% 1,201 $585K
Lazard Freres Gestion S.A.S. 0.01% Add +6.7% 1,200 $585K
Carrera Capital Advisors 0.14% Reduce -14.1% 1,198 $585K
IMS Capital Management 0.26% Reduce -1.5% 1,193 $582K
Pacific Sage Partners, LLC 0.14% Add +0.1% 1,185 $578K
Nicolet Advisory Services, LLC 0.05% Add +9.7% 1,200 $578K
Park Place Capital Corp 0.17% Reduce -24.6% 1,181 $577K
Investment Research & Advisory Group, Inc. 0.24% Add +0.2% 1,181 $576K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -18.3% 1,180 $576K
Garrett Wealth Advisory Group, LLC 0.14% Add +2.1% 1,175 $574K
Brady Family Wealth, LLC 0.17% Add +20.7% 1,167 $570K
Concord Asset Management, LLC 0.13% Reduce -3.2% 1,164 $568K
DDFG, Inc 0.16% Reduce -0.5% 1,159 $566K
GDS Wealth Management 0.06% Add +39.2% 1,158 $565K
MTM Investment Management, LLC 0.22% Add +7.8% 1,159 $565K
Tandem Capital Management Corp. 0.30% Reduce -4.1% 1,157 $565K
Aries Wealth Management 0.16% No change 1,157 $565K
Sather Financial Group Inc 0.04% New 1,153 $563K
RAM Investment Partners, LLC 0.15% Add +6.1% 1,147 $560K
Canopy Partners, LLC 0.24% Add +36.9% 1,146 $559K
Abacus Planning Group, Inc. 0.10% Reduce -0.5% 1,145 $559K
Harvest Fund Management Co., Ltd 0.03% Add +95.1% 1,145 $559K
Summit Wealth & Retirement Planning, Inc. 0.18% Add +4.6% 1,144 $558K
Whelan Financial 0.23% Add +0.1% 1,142 $557K
Consilium Wealth Advisory, LLC 0.30% Reduce -4.3% 1,140 $556K
Brasada Capital Management, LP 0.10% Reduce -0.9% 1,149 $554K
InTrack Investment Management Inc 0.39% Reduce -6.8% 1,133 $553K
Creekside Partners 0.29% Add +0.4% 1,132 $552K
4J Wealth Management LLC 0.43% Add +36.1% 1,130 $551K
Custos Family Office, LLC 0.20% Add +0.2% 1,129 $551K
Schneider Downs Wealth Management Advisors, LP 0.11% No change 1,128 $551K
Vise Technologies, Inc. 0.07% Reduce -48.8% 1,128 $550K
Butensky & Cohen Financial Security, Inc. 0.16% Reduce -3.6% 1,127 $550K
Copley Financial Group, Inc. 0.50% — 1,127 $550K
Paradigm Capital Management, LLC 0.53% — 1,127 $550K
BCU Wealth Advisors, LLC 0.33% Add +10.0% 1,126 $549K
Brogan Financial, Inc. 0.31% Add +10.0% 1,126 $549K
Leisure Capital Management 0.23% Add +12.6% 1,118 $546K
SimpliFi, Inc. 0.24% Reduce -21.2% 1,117 $545K
Bennett Selby Investments LP 0.23% Add +10.1% 1,114 $544K
American Asset Management Inc. 0.59% New 1,110 $542K
Union Savings Bank 0.27% Add +9.9% 1,108 $541K
Beacon Financial Group 0.06% Add +13.3% 1,107 $541K
Strategic Planning Group, LLC 0.11% Reduce -0.1% 1,107 $541K
Precedent Wealth Partners, LLC 0.18% Reduce -4.3% 1,107 $540K
O'ROURKE & COMPANY, Inc 0.27% Add +0.7% 1,104 $539K
Pitti Group Wealth Management, LLC 0.58% No change 1,311 $537K
Quest Investment Management LLC 0.06% No change 1,099 $536K
Outfitters Financial LLC 0.44% Add +28.3% 1,096 $535K
Choice Wealth Advisors LLC 0.27% Reduce -0.5% 1,096 $535K
Braun-Bostich & Associates Inc. 0.37% Add +0.8% 1,093 $533K
Libra Wealth LLC 0.21% No change 1,088 $531K
LPWM LLC 0.17% No change 1,102 $531K
Mainstay Capital Management LLC 0.09% No change 1,083 $529K
Motco 0.05% No change 1,082 $528K
Holland Advisory Services, Inc. 0.69% No change 1,081 $528K
Fairhaven Wealth Management, LLC 0.16% No change 1,078 $526K
Riggs Asset Managment Co. Inc. 0.14% Reduce -87.6% 1,078 $526K
One Charles Private Wealth Services, LLC 0.20% No change 1,078 $526K
Raffa Wealth Management, LLC 0.13% Add +0.2% 1,074 $524K
Flynn Zito Capital Management, LLC 0.25% No change 1,074 $524K
Farmers & Merchants Investments Inc. 0.02% Reduce -19.9% 1,073 $524K
Waller Financial Planning Group, Inc. 0.13% Reduce -2.2% 1,072 $523K
Abbot Financial Management, Inc. 0.26% No change 1,071 $523K
Washington Trust Bank 0.05% Add +80.1% 1,070 $522K
Legacy Trust 0.12% No change 1,069 $522K
Gibson Capital, LLC 0.11% No change 1,069 $522K
RW Investment Management LLC 0.06% No change 1,069 $522K
Palo Alto Wealth Advisors, LLC 0.22% Reduce -31.3% 1,052 $522K
OLIO Financial Planning 0.22% Add +1.0% 1,265 $520K
Brickley Wealth Management 0.11% No change 1,065 $520K
Financial Synergies Wealth Advisors, Inc. 0.06% Reduce -0.8% 1,064 $520K
Dixon Mitchell Investment Counsel Inc. 0.02% No change 1,061 $519K
RCS Financial Planning, LLC 0.29% Reduce -1.9% 1,062 $518K
Johnson & White Wealth Management, LLC 0.45% Reduce -2.7% 1,061 $518K
Diligent Investors, LLC 0.12% Reduce -10.4% 1,059 $517K
Donaldson Capital Management, LLC 0.02% Reduce -9.6% 1,050 $512K
Syntax Research, Inc. 0.35% Add +0.1% 1,050 $512K
Summit Financial Strategies, Inc. 0.06% Add +4.1% 1,049 $512K
Highland Capital Management, LLC 0.03% Reduce -5.8% 1,049 $512K
Sageworth Trust Co 0.03% Add +0.7% 1,041 $508K
Koa Wealth Management, LLC 0.39% Add +3.0% 1,038 $506K
Sensible Money, LLC 0.22% Add +7.1% 1,036 $506K
Client 1ST Advisory Group, LLC 0.20% Reduce -1.1% 1,036 $506K
Tamar Securities, LLC 0.07% Reduce -10.9% 1,032 $504K
Lodestone Wealth Management LLC 0.25% Reduce -16.9% 1,026 $501K
Divergent Planning, LLC 0.19% No change 1,026 $500K
JNBA Financial Advisors 0.05% No change 1,024 $500K
HTG Investment Advisors, Inc. 0.23% Reduce -2.0% 1,019 $498K
Quotient Wealth Partners, LLC 0.02% Reduce -22.3% 1,010 $493K
Brio Consultants, LLC 0.08% Add +2.4% 1,007 $492K
Caitlin John, LLC 0.32% Reduce -5.5% 959 $491K
Vaughan David Investments LLC 0.01% Add +0.8% 1,007 $491K
Gradient Capital Advisors, LLC 0.16% No change 1,005 $491K
Davis Capital Management 0.39% Reduce -2.9% 1,005 $491K
Collective Family Office LLC 0.13% Reduce -2.0% 1,005 $490K
Willow Creek Wealth Management Inc. 0.05% Add +8.3% 1,004 $490K
Benson Investment Management Company, Inc. 0.19% No change 1,004 $490K
Center for Financial Planning, Inc. 0.07% No change 1,002 $489K
Teamwork Financial Advisors, LLC 0.07% Reduce -48.9% 1,001 $489K
Clean Yield Group 0.16% No change 1,000 $488K
Summit Securities Group LLC 0.31% New 1,000 $488K
Heritage Investment Group, Inc. 0.09% Add +16.7% 997 $487K
Beese Fulmer Investment Management, Inc. 0.04% Add +6.7% 993 $485K
Leeward Financial Partners, LLC 0.18% Add +9.1% 991 $484K
W1M Investment Management Ltd 0.01% No change 990 $483K
FWG Investments, LLC. 0.42% Add +4.7% 990 $483K
Southeast Asset Advisors, LLC 0.05% Add +2.4% 990 $483K
BOS Asset Management, LLC 0.18% No change 989 $483K
Westshore Wealth, LLC 0.20% Add +0.1% 985 $481K
LTG Capital LLC 0.40% Reduce -4.0% 985 $481K
Tilia Fiduciary Partners, Inc. 0.33% Reduce -0.2% 984 $481K
Greater Midwest Financial Group, LLC 0.28% Reduce -18.5% 984 $480K
Towerpoint Wealth, LLC 0.23% Add +7.3% 983 $480K
Baskin Financial Services Inc. 0.04% No change 980 $478K
Arrien Investments, Inc. 0.34% Reduce -5.8% 977 $477K
DDD Partners, LLC 0.05% Add +45.5% 975 $476K
ABLE Financial Group, LLC 0.15% Reduce -1.5% 974 $475K
Safe Harbor Fiduciary, LLC 0.45% — 973 $475K
Hartford Financial Management Inc. 0.10% Add +0.7% 971 $474K
Fagan Associates, Inc. 0.08% No change 970 $473K
Threadgill Financial, LLC 0.28% New 967 $472K
Texas Capital Bank Wealth Management Services Inc 0.05% New 966 $471K
WASHINGTON TRUST Co 0.02% Reduce -5.5% 963 $470K
Rice Partnership, LLC 0.09% Add +6.7% 961 $469K
Henrickson Nauta Wealth Advisors, Inc. 0.18% New 953 $465K
Kavar Capital Partners Group, LLC 0.07% No change 952 $465K
LVZ, Inc. 0.06% No change 952 $465K
Single Point Partners, LLC 0.74% Reduce -0.9% 948 $463K
Horizons Wealth Management 0.36% Reduce -10.1% 948 $463K
Rockbridge Investment Management, LCC 0.06% Add +9.6% 945 $461K
Wallace Advisory Group, LLC 0.34% No change 962 $461K
Unique Wealth, LLC 0.11% New 943 $460K
Dentgroup LLC 0.34% No change 943 $460K
Dixon Fnancial Services, Inc. 0.24% Reduce -1.8% 941 $459K
Hamilton Capital, LLC 0.03% Reduce -12.2% 949 $459K
Gables Capital Management Inc. 0.23% Add +4.4% 940 $459K
Gibbs Wealth Management 0.15% Add +2.7% 938 $458K
Firestone Capital Management 0.11% Add +26.1% 938 $458K
Culbertson A N & Co. Inc. 0.07% No change 937 $457K
TL Private Wealth 0.20% Add +0.2% 948 $457K
Sterling Wealth Management, Inc. 0.17% New 936 $457K
Brand Asset Management Group, Inc. 0.18% Reduce -21.1% 933 $455K
Barlow Wealth Partners, LLC 0.06% Add +16.8% 944 $455K
Paradigm, Strategies in Wealth Management, LLC 0.30% Reduce -5.0% 932 $455K
Bright Futures Wealth Management, LLC. 0.22% Add +1.4% 916 $455K
Encompass More Asset Management 0.17% New 931 $454K
Wintrust Investments LLC 0.34% Reduce -89.3% 929 $453K
Baron Silver Stevens Financial Advisors, LLC 0.08% Reduce -10.2% 923 $450K
New Capital Management LP 0.13% No change 922 $450K
Asset Planning Services Inc. /La/ 0.22% Add +8.1% 922 $450K
Whitener Capital Management, Inc. 0.13% Reduce -5.3% 921 $450K
Applied Capital LLC 0.23% New 921 $449K
Monograph Wealth Advisors, LLC 0.06% No change 917 $448K
Cape Ann Savings Bank 0.26% No change 918 $448K
Wealth Alliance Advisory Group, LLC 0.09% Reduce -9.7% 917 $448K
Auxano Advisors, LLC 0.12% Reduce -20.4% 916 $447K
Twelve Points Wealth Management LLC 0.14% Reduce -36.7% 914 $446K
One Wealth Map LLC 0.26% No change 908 $446K
Windsor Capital Management, LLC 0.13% Add +36.5% 913 $446K
First Bancorp, Inc 0.31% Add +22.9% 912 $445K
Vima LLC 0.91% Add +0.1% 911 $445K
McAlister, Sweet & Associates, Inc. 0.37% Reduce -27.6% 911 $444K
BOK Financial Private Wealth, Inc. 0.03% Reduce -2.8% 909 $444K
AlphaMark Advisors, LLC 0.15% Reduce -13.9% 910 $444K
Stockman Wealth Management, Inc. 0.07% Reduce -6.2% 909 $444K
Yardley Wealth Management LLC 0.26% — 904 $441K
Long Island Wealth Management, Inc. 0.29% No change 901 $440K
Stratos Investment Management, LLC 0.03% Reduce -1.5% 898 $438K
Kennedy Investment Group, Inc. 0.20% Reduce -7.3% 897 $438K
First Merchants Corp. 0.02% Add +19.1% 896 $437K
FIDELIS iM, LLC 0.20% No change 896 $437K
Icon Wealth Advisors, LLC 0.04% Reduce -3.7% 892 $436K
Gitterman Wealth Management, LLC 0.18% Reduce -1.6% 892 $435K
ERn Financial, LLC 0.07% Add +34.6% 890 $435K
Shilanski & Associates, Inc. 0.14% Reduce -1.8% 888 $434K
High Net Worth Advisory Group LLC 0.12% Add +0.8% 887 $433K
FLC Capital Advisors 0.10% Add +1.1% 883 $431K
Dagco, Inc. 0.18% Add +60.2% 881 $430K
Aull & Monroe Investment Management Corp 0.20% No change 880 $430K
Bangor Savings Bank 0.04% No change 875 $427K
First Long Island Investors, LLC 0.03% No change 875 $427K
Planning Alternatives Ltd. 0.06% No change 873 $426K
Tranquilli Financial Advisor LLC 0.27% Reduce -90.7% 872 $426K
Mountain Pacific Investment Advisers LLC 0.03% Add +6.6% 871 $425K
Forte Asset Management LLC 0.23% No change 870 $425K
Blackhawk Capital Partners, LLC 0.23% Add +53.8% 869 $424K
Legacy Financial Group, Inc. 0.14% Add +1.2% 874 $423K
Cascade Wealth Advisors, Inc 0.30% No change 865 $422K
Wrenne Financial Planning LLC 0.25% Reduce -3.4% 862 $421K
Redwood Wealth Management Group, LLC 0.21% Reduce -5.7% 862 $420K
Gridiron Partners, LLC 0.25% No change 858 $419K
Provident Wealth Management, LLC 0.14% No change 857 $418K
Nelson Capital Management, LLC 0.07% Reduce -0.2% 857 $418K
Waterway Wealth Management, LLC 0.18% Add +7.0% 857 $418K
Valicenti Advisory Services Inc. 0.11% Reduce -5.5% 857 $418K
Narus Financial Partners, LLC 0.15% No change 856 $418K
Turtle Creek Wealth Advisors, LLC 0.08% Add +30.6% 854 $417K
Quadrant Capital Group LLC 0.03% Add +67.1% 852 $416K
OMNI 360 Wealth, Inc. 0.28% No change 850 $415K
Councilmark Asset Management, LLC 0.28% No change 850 $415K
Twin Lakes Capital Management, LLC 0.27% Add +0.1% 845 $413K
North Star Asset Management Inc. 0.02% Add +1.0% 845 $412K
Trinity Financial Advisors LLC 0.18% Add +9.9% 789 $411K
Opal Wealth Advisors, LLC 0.13% Add +8.9% 842 $411K
Colonial Trust Advisors 0.04% Add +1.0% 842 $411K
Nicholson Wealth Management Group, LLC 0.34% — 841 $410K
OneAscent Wealth Management LLC 0.16% Add +19.0% 838 $410K
Opus Capital Group, LLC 0.05% No change 840 $410K
Crown Wealth Group, LLC 0.18% Add +3.6% 839 $409K
Financial & Tax Architects, LLC 0.10% New 836 $408K
Matisse Capital 0.20% Add +39.6% 836 $408K
Glass Jacobson Investment Advisors llc 0.14% Reduce -11.1% 836 $408K
Register Financial Advisors LLC 0.21% Add +0.1% 836 $408K
Autumn Glory Partners, LLC 0.16% Reduce -7.6% 835 $408K
Connective Portfolio Management, LLC 0.72% New 17,000 $406K
WFA of San Diego, LLC 0.34% Reduce -0.9% 831 $406K
CMT Capital Markets Trading GmbH 0.18% New 825 $403K
Occidental Asset Management, LLC 0.07% Reduce -2.0% 825 $403K
Moody National Bank Trust Division 0.04% Add +93.6% 819 $400K
Boston Research & Management Inc. 0.09% Add +4.3% 817 $399K
Ruedi Wealth Management, Inc. 0.14% Add +0.1% 816 $398K
River Street Advisors LLC 0.22% Add +5.7% 814 $397K
FinTrust Capital Advisors, LLC 0.07% Add +61.6% 813 $397K
Orcam Financial Group 0.38% No change 810 $395K
Bridges Investment Management Inc. 0.01% No change 809 $395K
Sterling Investment Counsel, LLC 0.14% No change 808 $394K
Morningstar Investment Services LLC 0.00% Add +64.0% 810 $394K
Blue Chip Partners, LLC 0.03% Reduce -0.1% 807 $394K
First Community Trust NA 0.32% No change 805 $393K
TPG Advisors LLC 0.31% Reduce -4.7% 803 $392K
Eubel Brady & Suttman Asset Management Inc. 0.06% No change 801 $391K
Burkett Financial Services, LLC 0.16% Add +0.1% 800 $391K
DORCHESTER WEALTH MANAGEMENT Co 0.07% No change 800 $390K
Lakeridge Wealth Management LLC 0.21% No change 800 $390K
Beaird Harris Wealth Management, LLC 0.03% Reduce -7.0% 799 $390K
Columbia Asset Management 0.07% Add +2.6% 792 $387K
Willis Johnson & Associates, Inc. 0.03% New 793 $387K
Tobias Financial Advisors, Inc. 0.08% Add +50.8% 790 $386K
Boston Trust Walden Corp 0.00% No change 787 $384K
Phillips Financial Management, LLC 0.03% No change 786 $384K
Bryant Woods Investment Advisors, LLC 0.20% No change 785 $383K
Stordahl Capital Management, Inc. 0.09% Reduce -50.7% 795 $383K
Grove Bank & Trust 0.06% Add +16.9% 782 $382K
Heritage Financial Services, LLC 0.05% Add +11.2% 782 $382K
Aviso Financial Inc. 0.02% Add +52.7% 782 $382K
Old Second National Bank of Aurora 0.09% Add +3.9% 779 $380K
Baldwin Wealth Partners LLC 0.03% Reduce -21.2% 779 $380K
SYM FINANCIAL Corp 0.05% Add +1.7% 779 $380K
Convergence Financial, LLC 0.08% New 778 $380K
Maxwell Wealth Strategies Inc. 0.16% No change 771 $379K
O'Brien Wealth Partners LLC 0.07% New 777 $379K
First Financial Bank - Trust Division 0.03% No change 777 $379K
Oldfather Financial Services, LLC 0.15% Reduce -47.8% 777 $379K
Philadelphia Trust Co. 0.03% Reduce -3.1% 777 $379K
Lynx Investment Advisory 0.27% Add +0.1% 774 $378K
Lantz Financial LLC 0.10% Add +72.9% 773 $377K
TAGStone Capital, Inc. 0.19% Add +1.4% 771 $377K
MRA Advisory Group 0.21% Reduce -0.1% 772 $377K
Rosenberg Matthew Hamilton 0.10% No change 771 $376K
Paragon Financial Partners, Inc. 0.28% No change 770 $376K
New Potomac Partners, LLC 0.19% No change 770 $376K
Paragon Advisors, LLC 0.12% Add +0.1% 769 $375K
One Degree Advisors Inc 0.16% No change 772 $375K
Foster & Motley Inc. 0.02% Add +8.0% 766 $374K
Family Firm, Inc. 0.08% Add +3.7% 765 $373K
Tectonic Advisors LLC 0.02% New 763 $372K
Tenon Financial LLC 0.25% Reduce -3.7% 762 $372K
CNB Bank 0.17% No change 762 $372K
Bridge Advisory, LLC 0.18% No change 761 $372K
J. W. Coons Advisors, LLC 0.07% New 761 $371K
Sivia Capital Partners, LLC 0.22% Add +38.4% 761 $371K
Fortune Financial Advisors, LLC 0.34% Reduce -1.3% 761 $371K
Paloma Partners Management Co 0.03% Reduce -98.7% 760 $371K
CHB Investment Group, LLC 0.20% — 758 $370K
KMG Fiduciary Partners, LLC 0.03% Add +7.2% 756 $369K
Sculati Wealth Management, LLC 0.15% Reduce -3.9% 756 $369K
Opes Wealth Management LLC 0.07% No change 755 $368K
Gen-Wealth Partners Inc 0.16% Add +6.8% 742 $368K
Kirr Marbach & Co. LLC 0.08% No change 750 $367K
Parker Financial LLC 0.18% No change 750 $366K
Nia Impact Advisors, LLC 0.12% No change 750 $366K
Skylands Capital, LLC 0.05% No change 750 $366K
Harvey Capital Management Inc. 0.09% No change 750 $366K
Cullinan Associates Inc. 0.02% No change 740 $366K
Range Financial Group LLC 0.50% Reduce -1.2% 749 $366K
Verus Financial Partners, Inc. 0.04% No change 759 $366K
Hemington Wealth Management 0.10% Add +51.2% 753 $364K
McClarren Financial Advisors, Inc. 0.05% Add +4.4% 7,000 $364K
Corundum Group, Inc. 0.17% No change 745 $364K
Hudson Portfolio Management LLC 0.35% — 740 $361K
MN Wealth Advisors, LLC 0.20% Reduce -37.5% 738 $360K
Fusion Capital, LLC 0.15% Add +14.8% 737 $360K
Shira Ridge Wealth Management 0.18% Add +1.7% 737 $360K
Mayfair Advisory Group, LLC 0.23% No change 737 $359K
Grandfield & Dodd, LLC 0.02% Reduce -41.9% 735 $359K
Pavion Blue Capital, LLC 0.17% No change 732 $357K
Moulton Wealth Management, Inc. 0.30% New 731 $356K
Beverly Hills Private Wealth, LLC 0.07% No change 729 $356K
Compass Wealth Management LLC 0.08% No change 728 $355K
Debussy Capital Management LP 0.10% Add +4.9% 726 $355K
Mark Sheptoff Financial Planning, LLC 0.19% Reduce -17.1% 726 $354K
Adell Harriman & Carpenter Inc. 0.03% Reduce -20.3% 724 $354K
Sabal Trust CO 0.02% New 722 $352K
Arbor Trust Wealth Advisors, LLC 0.18% No change 733 $352K
Francis Financial, Inc. 0.09% No change 718 $350K
White Knight Strategic Wealth Advisors, LLC 0.32% Add +0.6% 716 $349K
First Western Trust Bank 0.02% No change 715 $349K
Vanguard Capital Wealth Advisors 0.37% No change 715 $349K
Legacy Capital Group California, Inc. 0.12% Add +1.0% 713 $348K
Lakewood Asset Management LLC 0.24% No change 710 $347K
Mycio Wealth Partners, LLC 0.08% No change 710 $347K
Windsor Advisory Group, LLC 0.39% New 709 $346K
Matthew Goff Investment Advisor, LLC 0.07% No change 706 $345K
Brooklyn FI, LLC 0.12% Add +4.8% 701 $342K
Trust Co of the South 0.07% No change 698 $341K
DMC Group, LLC 0.28% Reduce -49.4% 697 $340K
Heritage Wealth Management, Inc. 0.11% Add +19.1% 697 $340K
GEM Asset Management, LLC 0.19% Reduce -19.1% 703 $339K
Allen Capital Group, LLC 0.04% Reduce -51.6% 693 $338K
Catalyst Financial Partners LLC 0.07% Add +4.5% 692 $338K
Patton Albertson Miller Group, LLC 0.05% Add +1.2% 687 $335K
Roberts Glore & Co. Inc. 0.10% Reduce -4.3% 686 $335K
Fernwood Investment Management, LLC 0.11% Reduce -3.7% 685 $334K
Asset Planning Corporation 0.22% Add +5.1% 684 $334K
Blodgett Wealth Advisors, LLC 0.28% Reduce -5.7% 682 $333K
KWB Wealth 0.04% No change 695 $333K
Primoris Wealth Advisors, LLC 0.24% Reduce -27.6% 681 $332K
Signet Investment Advisory Group, Inc. 0.17% New 681 $332K
Eagle Ridge Investment Management 0.03% No change 681 $332K
Almanack Investment Partners, LLC. 0.05% Reduce -33.7% 679 $332K
Vision Capital Management, Inc. 0.05% Add +19.1% 679 $331K
Ballast, Inc. 0.09% New 677 $330K
Hobart Private Capital, LLC 0.08% New 677 $330K
Bank of New Hampshire 0.08% No change 677 $330K
FSA Wealth Management LLC 0.13% — 675 $330K
Inspire Advisors, LLC 0.04% Add +1.7% 674 $329K
Peterson Financial Group, Inc. 1.26% Reduce -6.1% 673 $328K
Gateway Advisory, LLC 0.05% Reduce -18.8% 672 $328K
Greenspring Advisors, LLC 0.07% No change 671 $327K
Optas, LLC 0.07% New 667 $325K
SevenBridge Financial Group, LLC 0.06% No change 633 $325K
Pension & Wealth Management Advisors, Inc. 0.17% Reduce -1.2% 665 $325K
John W. Brooker & Co., CPAs 0.15% Add +0.1% 666 $325K
Bath Savings Trust Co 0.03% Add +12.7% 665 $325K
Great Waters Wealth Management 0.04% No change 663 $324K
Loudon Investment Management, LLC 0.18% Add +1.9% 662 $323K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 662 $323K
Atwater Malick LLC 0.10% No change 661 $323K
Howe & Rusling Inc. 0.03% Reduce -1.2% 661 $323K
Wells Trecaso Financial Group, LLC 0.11% Reduce -7.7% 658 $321K
von Borstel & Associates, Inc. 0.18% — 658 $321K
Providence First Trust Co 0.14% New 656 $320K
Rodgers Brothers Inc. 0.04% No change 655 $320K
Baugh & Associates, LLC 0.16% Add +20.3% 782 $317K
V2 Financial group LLC 0.20% No change 650 $317K
Alternative Investment Advisors, LLC. 0.17% Reduce -29.8% 648 $317K
America First Investment Advisors, LLC 0.07% No change 648 $316K
Nemes Rush Group LLC 0.05% Add +4.9% 712 $316K
Criterion Capital Advisors, LLC 0.20% No change 659 $316K
Roberts Capital Advisors, LLC 0.27% New 645 $315K
Bridge Creek Capital Management LLC 0.09% No change 644 $314K
Sensible Financial Planning & Management, LLC. 0.06% New 644 $314K
Guardian Capital Advisors LP 0.03% No change 650 $313K
Woodley Farra Manion Portfolio Management Inc. 0.02% No change 640 $313K
EagleClaw Capital Managment, LLC 0.05% Reduce -3.8% 640 $312K
Horan Capital Advisors, LLC. 0.10% Add +1.6% 635 $310K
Trueblood Wealth Management, LLC 0.16% Reduce -3.2% 634 $309K
True Vision MN LLC 0.19% No change 633 $309K
Cetera Trust Company, N.A 0.19% No change 627 $306K
Adapt Wealth Advisors, LLC 0.16% No change 627 $306K
Wisconsin Capital Management LLC 0.16% New 626 $306K
Capital Investment Counsel, Inc 0.04% Reduce -6.3% 625 $305K
Walled Lake Planning & Wealth Management, LLC 0.11% Reduce -20.3% 621 $303K
Integrated Capital Management, LLC 0.16% — 621 $303K
Perissos Private Wealth Management, LLC 0.24% Add +20.6% 620 $303K
Oliver Luxxe Assets LLC 0.05% Reduce -3.9% 619 $302K
Parkside Advisors LLC 0.07% No change 615 $301K
FOCUS Wealth Advisors, LLC 0.15% No change 615 $300K
Coston, McIsaac & Partners 0.08% Reduce -0.3% 615 $300K
Kraematon Investment Advisors, Inc. 0.29% Add +0.2% 614 $300K
Lantern Wealth Advisors, LLC 0.21% No change 614 $300K
Atlas Capital Advisors Inc. 0.05% No change 614 $300K
Strategic Point Investment Advisors, LLC 0.05% Add +4.4% 612 $299K
Mengis Capital Management, Inc. 0.06% No change 610 $298K
Sloy Dahl & Holst, LLC 0.05% No change 609 $297K
VAUGHAN & Co SECURITIES, INC. 0.17% No change 606 $296K
Wambolt & Associates, LLC 0.08% Reduce -3.1% 614 $296K
Crescent Sterling, Ltd. 0.28% New 602 $294K
Letson Investment Management, Inc. 0.12% No change 602 $294K
B.O.S.S. Retirement Advisors, LLC 0.06% New 602 $294K
Rooted Wealth Advisors, Inc. 0.13% Reduce -12.4% 608 $293K
Seed Wealth Management, Inc. 0.23% No change 600 $293K
Clear Investment Research, LLC 0.38% Add +8.7% 600 $293K
Magnolia Capital Advisors LLC 0.15% New 600 $293K
Forza Wealth Management, LLC 0.13% No change 600 $293K
1776 Wealth LLC 0.13% No change 600 $293K
Thomasville National Bank 0.02% No change 598 $292K
Members Trust Co 0.01% Reduce -24.1% 598 $292K
Maiden Cove Capital, LLC 0.46% New 598 $292K
Main Street Research LLC 0.02% Add +19.4% 596 $291K
Able Wealth Management LLC 0.22% No change 594 $290K
Shaker Financial Services, LLC 0.11% Reduce -2.0% 591 $289K
Indie Asset Partners, LLC 0.22% Reduce -0.8% 591 $288K
Heritage Family Offices, LLP 0.15% No change 591 $288K
AIMZ Investment Advisors, LLC 0.10% Reduce -3.1% 590 $288K
Harbor Capital Advisors, Inc. 0.01% Add +5.0% 589 $287K
Herold Advisors, Inc. 0.06% No change 587 $287K
CMC Financial Group 0.42% New 587 $286K
Fiducient Advisors LLC 0.03% New 586 $286K
Sweeney & Michel, LLC 0.11% Add +0.3% 577 $285K
Interchange Capital Partners, LLC 0.10% Reduce -0.5% 582 $284K
Biondo Investment Advisors, LLC 0.04% No change 582 $284K
Elevation Wealth Partners, LLC 0.12% Reduce -3.0% 578 $282K
First Financial Bankshares Inc 0.01% Add +33.3% 576 $281K
Summa Corp. 0.13% No change 575 $281K
Bishop & Co Investment Management, LLC 0.11% No change 574 $280K
Successful Portfolios LLC 0.19% Reduce -25.9% 572 $279K
Graves Light Lenhart Wealth, Inc. 0.03% No change 572 $279K
Endowment Wealth Management, Inc. 0.18% Reduce -15.1% 570 $278K
Spectrum Financial Alliance Ltd LLC 0.10% Add +26.8% 568 $277K
Gallagher Fiduciary Advisors, LLC 0.06% Reduce -28.6% 564 $275K
QCM Cayman, Ltd. 7.58% Reduce -7.7% 564 $275K
Sollinda Capital Management LLC 0.08% Reduce -14.6% 563 $275K
TD Capital Management LLC 0.03% No change 562 $274K
Valley Forge Investment Consultants Inc. Adv 0.10% Reduce -2.9% 561 $274K
Dechtman Wealth Management, LLC 0.06% Reduce -13.1% 559 $273K
Demars Financial Group, LLC 0.12% No change 558 $272K
Rede Wealth, LLC 0.10% Reduce -6.4% 555 $271K
Keb Asset Management, LLC 0.08% New 555 $271K
West Michigan Advisors, LLC 0.08% Reduce -59.0% 553 $270K
Tevis Investment Management 0.20% Add +9.9% 554 $270K
TriaGen Wealth Management LLC 0.09% New 553 $270K
Essex Private Wealth Management, LLC 0.63% No change 552 $269K
Houlihan Financial Resource Group, Ltd. 0.11% Add +0.2% 551 $269K
James J. Burns & Company, LLC 0.05% No change 551 $269K
1834 Investment Advisors Co. 0.03% Reduce -51.8% 551 $269K
Versant Capital Management, Inc 0.06% No change 550 $268K
1900 Wealth Management LLC 0.02% Add +4.8% 550 $268K
Cherry Tree Wealth Management, LLC 0.06% Add +0.2% 550 $268K
LCM Capital Management Inc 0.15% Reduce -0.2% 549 $268K
Allred Capital Management, LLC 0.11% No change 549 $268K
VestGen Investment Management 0.08% No change 549 $268K
PCA Investment Advisory Services Inc. 0.13% No change 545 $266K
Empire Financial Management Company, LLC 0.08% Add +0.6% 544 $266K
Wiser Advisor Group LLC 0.40% No change 543 $265K
Resurgent Financial Advisors LLC 0.16% Reduce -1.8% 542 $264K
Wellington Shields Capital Management, LLC 0.05% Reduce -3.9% 541 $264K
Broadview Financial Management, LLC 0.18% Reduce -0.6% 541 $264K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.9% 539 $263K
Avion Wealth 0.07% Add +3.3% 539 $263K
Abacus Wealth Partners, LLC 0.04% Reduce -46.2% 538 $263K
Twin Capital Management Inc. 0.03% Add +5.1% 538 $262K
Drucker Wealth 3.0, LLC 0.06% Add +25.7% 533 $260K
Weaver Capital Management LLC 0.08% No change 533 $260K
Better Money Decisions, LLC 0.18% Reduce -4.5% 531 $259K
Carnegie Lake Advisors LLC 0.10% — 530 $259K
Jacobs & Co. 0.03% Add +2.3% 532 $259K
Elevate Wealth Advisory, Inc. 0.19% No change 529 $259K
Canvas Wealth Advisors, LLC 0.07% New 528 $258K
Spectrum Planning & Advisory Services Inc. 0.25% No change 528 $258K
City State Bank 0.09% Add +2.3% 527 $257K
CMH Wealth Management LLC 0.06% No change 526 $257K
Bedel Financial Consulting, Inc. 0.04% Add +6.1% 525 $256K
Benchmark Investment Advisors LLC 0.18% Reduce -12.4% 522 $255K
Vectors Research Management, LLC 0.08% Add +13.3% 521 $254K
Syntrinsic LLC 0.08% No change 519 $254K
Burford Brothers, Inc. 0.13% No change 519 $253K
Solutions 4 Wealth, Ltd 0.50% New 519 $253K
Boston Common Asset Management, LLC 0.01% No change 519 $253K
First American Bank 0.02% Add +8.4% 518 $253K
Advus Financial Partners, LLC 0.07% Add +0.2% 518 $253K
Olistico Wealth, LLC 0.15% Reduce -29.4% 517 $252K
Elser Financial Planning, Inc 0.37% No change 516 $252K
Old North State Wealth Management, LLC 0.14% Add +16.3% 514 $252K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 514 $251K
Delta Asset Management LLC 0.02% Add +4.7% 513 $250K
Axim Planning & Wealth 0.28% New 512 $250K
SilverOak Wealth Management LLC 0.06% Reduce -66.7% 511 $249K
Asset Advisors Investment Management, LLC 0.03% No change 511 $249K
Salvus Wealth Management, LLC 0.15% New 511 $249K
Norris Perne & French LLP 0.02% No change 510 $249K
Legacy Wealth Management, LLC 0.02% No change 508 $248K
Ferguson Shapiro LLC 0.09% Reduce -5.2% 508 $248K
Constitution Capital LLC 0.13% Add +1.6% 507 $247K
New England Professional Planning Group Inc. 0.12% Reduce -42.9% 507 $247K
Shearwater Capital LLC 0.17% No change 505 $246K
Brooks, Moore & Associates, Inc. 0.15% Add +8.6% 505 $246K
Gordian Advisors LLC 0.20% No change 501 $245K
Burton Enright Welch 0.05% No change 501 $245K
Kintra Wealth, LLC 0.17% New 501 $245K
MorganRosel Wealth Management, LLC 0.08% No change 500 $244K
Gould Asset Management LLC 0.05% No change 500 $244K
Beck Mack & Oliver LLC 0.00% No change 500 $244K
Studio Investment Management LLC 0.05% Reduce -18.7% 497 $243K
Mountain Capital Investment Advisors Inc. 0.05% New 472 $242K
DCM Advisors, LLC 0.12% Reduce -9.5% 496 $242K
Suncoast Equity Management 0.03% No change 495 $242K
Marathon Capital Management 0.06% New 495 $242K
CoreFirst Bank & Trust 0.14% No change 495 $242K
Grand Wealth Management, LLC 0.14% No change 494 $241K
Sonoma Private Wealth LLC 0.37% Add +8.6% 492 $240K
Gallacher Capital Management LLC 0.11% Add +0.2% 491 $239K
Integris Wealth Management, LLC 0.07% New 490 $239K
Gimbal Financial 0.15% Reduce -15.5% 481 $237K
Vermillion & White Wealth Management Group, LLC 0.17% Reduce -93.3% 482 $235K
L. Roy Papp & Associates, LLP 0.03% Reduce -2.6% 482 $235K
Seneca Financial Advisors LLC 0.11% New 479 $234K
Hendershot Investments Inc. 0.03% Add +0.4% 479 $234K
Bell & Brown Wealth Advisors, LLC 0.09% No change 478 $234K
Callahan Advisors, LLC 0.02% Reduce -7.8% 476 $233K
ONE Advisory Partners, LLC 0.10% No change 476 $233K
Clarity Financial LLC 0.03% Reduce -20.1% 476 $232K
Pegasus Partners Ltd. 0.02% No change 473 $231K
Whitford Management LLC 0.13% No change 469 $229K
Townsend & Associates, Inc 0.02% No change 468 $228K
Kelly Financial Services LLC 0.08% Reduce -5.1% 468 $228K
Mizuho Securities USA LLC 0.00% Reduce -99.5% 3,500 $227K
Trust Co of Kansas 0.11% New 466 $227K
Wilkins Investment Counsel Inc. 0.03% No change 465 $227K
St. Johns Investment Management Company, LLC 0.11% Reduce -1.9% 465 $227K
Prevail Innovative Wealth Advisors, LLC 0.07% Reduce -17.9% 464 $226K
One Wealth Advisors, LLC 0.03% No change 460 $225K
TruNorth Capital Management, LLC 0.07% No change 461 $225K
Seven Mile Advisory 0.15% Reduce -62.0% 460 $225K
Middleton & Co. Inc. 0.02% No change 456 $223K
Stanley-Laman Group, Ltd. 0.03% New 455 $222K
Strong Tower Advisory Services 0.06% Add +1.1% 455 $222K
Garrison Point Advisors, LLC 0.14% Reduce -10.8% 455 $222K
Laurel Wealth Advisors LLC 0.04% Add +12.1% 454 $221K
Corrado Advisors, LLC 0.14% No change 453 $221K
Hudson Capital Management LLC 0.07% No change 453 $221K
BTG Pactual Asset Management US LLC 0.03% New 453 $221K
Strategic Investment Advisors / MI 0.02% Reduce -2.2% 453 $221K
Tiller Private Wealth, Inc. 0.09% No change 452 $221K
Plan Group Financial, LLC 0.12% New 451 $220K
Whitcomb & Hess, Inc. 0.07% No change 450 $220K
Clay Northam Wealth Management, LLC 0.15% Add +0.5% 449 $219K
Stonehearth Capital Management, LLC 0.09% Reduce -96.3% 448 $219K
Sage Rhino Capital LLC 0.05% No change 447 $218K
Santori & Peters, Inc. 0.09% Add +0.9% 445 $217K
LMG Wealth Partners, LLC 0.05% No change 444 $217K
Alexander Labrunerie & Co., Inc. 0.10% Reduce -17.1% 442 $216K
Skyline Advisors, Inc. 0.09% Add +5.0% 441 $215K
Caldwell Sutter Capital, Inc. 0.10% No change 441 $215K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -0.9% 440 $215K
Douglass Winthrop Advisors, LLC 0.00% No change 440 $215K
Rench Wealth Management, Inc. 0.07% Reduce -0.5% 439 $214K
Traphagen Investment Advisors LLC 0.02% Reduce -20.8% 437 $213K
Congress Asset Management Co. 0.00% Reduce -10.3% 436 $213K
SkyView Investment Advisors, LLC 0.04% No change 436 $213K
Cedar Point Capital Partners, LLC 0.15% Reduce -6.5% 434 $212K
Mittelman Wealth Management 0.12% No change 434 $212K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -46.4% 433 $211K
Morling Financial Advisors, LLC 0.08% No change 433 $211K
Stage Harbor Financial, LLC 0.19% New 428 $211K
Fairfield, Bush & Co. 0.13% Add +0.2% 432 $211K
Sicart Associates LLC 0.07% Reduce -6.5% 431 $211K
Marion Wealth Management 0.06% New 429 $209K
Beacon Wealthcare LLC 0.08% New 428 $209K
Wharton Business Group, LLC 0.01% No change 426 $208K
Heartwood Wealth Advisors LLC 0.02% No change 426 $208K
Elmwood Wealth Management, Inc. 0.09% New 425 $207K
Navalign, LLC 0.06% No change 425 $207K
LVW Advisors, LLC 0.03% No change 424 $207K
Cairn Investment Group, Inc. 0.11% No change 423 $206K
Awm Capital, LLC 0.02% No change 419 $205K
Commonwealth Retirement Investments LLC 0.09% New 419 $205K
Edmonds Duncan Registered Investment Advisors, LLC 0.04% No change 419 $205K
Cable Hill Partners, LLC 0.02% No change 417 $204K
Robinswood Financial LLC 0.08% Add +1.2% 417 $204K
Quaker Wealth Management, LLC 0.07% — 417 $204K
Kestra Investment Management, LLC 0.01% Reduce -56.8% 417 $204K
M&R Capital Management Inc. 0.04% Add +1.0% 416 $203K
ROI Financial Advisors, LLC 0.14% New 414 $202K
IFS Advisors, LLC 0.16% No change 414 $202K
Leverty Financial Group, LLC 0.11% New 413 $202K
Triton Financial Group Inc 0.13% Reduce -2.4% 412 $201K
Mustard Seed Financial, LLC 0.17% New 412 $201K
Pacific Wealth Management 0.09% Reduce -93.4% 412 $201K
Howard Bailey Securities, LLC 0.08% — 411 $201K
Wallace Capital Management Inc. 0.03% New 411 $200K
Lynch & Associates 0.04% Reduce -8.9% 410 $200K
Financial Network Wealth Advisors LLC 0.16% Reduce -35.1% 404 $197K
Shay Capital LLC 0.06% New 400 $195K
Evermay Wealth Management LLC 0.03% Reduce -3.4% 399 $195K
GoalVest Advisory LLC 0.06% Reduce -18.7% 396 $193K
Pathway Financial Advisers, LLC 0.09% Reduce -9.5% 392 $191K
HighMark Wealth Management LLC 0.10% Add +2.6% 387 $189K
Hills Bank & Trust Co 0.01% Reduce -2.9% 370 $181K
Ascentis Wealth Management, LLC 0.07% — 370 $181K
Missouri Trust & Investment Co 0.06% No change 365 $178K
Resources Management Corp. /CT/ 0.02% Add +1.1% 359 $175K
Bare Financial Services, Inc 0.07% No change 356 $174K
Mowery & Schoenfeld Wealth Management, LLC 0.27% No change 345 $168K
EMC Capital Management 0.11% Reduce -46.3% 21,913 $168K
United Community Bank 0.06% No change 340 $166K
Horrell Capital Management, Inc. 0.05% No change 337 $164K
China Universal Asset Management Co., Ltd. 0.02% Reduce -69.0% 335 $164K
Centerpoint Advisors, LLC 0.06% Reduce -48.3% 332 $162K
Cyrus J. Lawrence, LLC 0.03% No change 333 $162K
Ceeto Capital Group, LLC 0.06% No change 324 $158K
Cypress Capital Management LLC (WY) 0.17% No change 315 $154K
Spirit of America Management Corp. 0.03% Reduce -4.6% 314 $153K
SJS Investment Consulting Inc. 0.03% Add +13.9% 311 $152K
Pineridge Advisors LLC 0.06% Reduce -22.9% 309 $151K
First Pacific Financial 0.03% No change 302 $148K
Hikari Tsushin, Inc. 0.01% New 302 $147K
Goldstream Capital Management Ltd 0.07% No change 300 $147K
Planning Capital Management Corp 0.10% Add +7.1% 300 $146K
Perkins Coie Trust Co 0.03% No change 299 $146K
Strategic Investment Solutions, Inc. 0.04% Add +34.5% 296 $144K
Gould Capital, LLC 0.09% No change 295 $144K
SRH Advisors, LLC 0.04% No change 295 $144K
Moisand Fitzgerald Tamayo, LLC 0.02% Add +32.4% 294 $144K
TFC Financial Management, Inc. 0.02% No change 291 $142K
Oak Family Advisors, LLC 0.05% New 290 $142K
Stone House Investment Management, LLC 0.03% Reduce -5.6% 289 $141K
Jag Capital Management, LLC 0.02% No change 287 $140K
Cranbrook Wealth Management, LLC 0.03% No change 285 $139K
Koesten, Hirschmann & Crabtree, INC. 0.08% Reduce -12.4% 283 $138K
Aspire Private Capital, LLC 0.03% Reduce -10.2% 283 $138K
Partnership Wealth Management, LLC 0.10% No change 280 $137K
Private Wealth Management Group, LLC 0.05% No change 277 $135K
Horizon Investments, LLC 0.00% Reduce -99.9% 276 $135K
Nvwm, LLC 0.03% Add +8.7% 275 $134K
Avalon Trust Co 0.01% No change 273 $133K
Breakwater Investment Management 0.06% No change 272 $133K
Thomas J. Herzfeld Advisors, Inc. 0.04% No change 270 $132K
West Branch Capital LLC 0.05% No change 267 $130K
NBT Bank, N.A. 0.01% Add +363.2% 264 $129K
MV Capital Management, Inc. 0.01% Add +13.2% 258 $126K
Legacy Investment Solutions, LLC 0.08% — 244 $125K
Legacy Wealth Managment, LLC 0.08% — 244 $125K
REAP Financial Group, LLC 0.03% Reduce -3.8% 251 $123K
American Capital Advisory, LLC 0.07% Add +55.3% 250 $122K
Centennial Bank 0.06% Reduce -16.7% 250 $122K
Prestige Wealth Management Group LLC 0.02% No change 241 $118K
Voisard Asset Management Group, Inc. 0.05% Add +180.2% 241 $118K
Cornerstone National Bank & Trust Co 0.05% New 231 $113K
Semmax Financial Advisors Inc. 0.03% No change 218 $112K
Asset Management One Co., Ltd. 0.00% Reduce -21.0% 229 $112K
Operose Advisors LLC 0.03% Add +59.3% 215 $105K
BBJS Financial Advisors, LLC 0.04% Reduce -27.8% 208 $102K
Signature Resources Capital Management, LLC 0.09% No change 202 $99K
Ramirez Asset Management, Inc. 0.02% New 200 $98K
Brave Asset Management Inc. 0.02% Reduce -99.7% 194 $95K
First Personal Financial Services 0.02% No change 190 $93K
Keener Financial Planning LLC 0.06% No change 189 $92K
Ashton Thomas Securities, LLC 0.02% New 186 $91K
Financial Connections Group, Inc. 0.04% Reduce -5.6% 185 $90K
Princeton Global Asset Management LLC 0.02% No change 182 $89K
Atwood & Palmer Inc. 0.01% Reduce -14.7% 180 $88K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 177 $86K
Fortitude Family Office, LLC 0.03% Reduce -89.5% 176 $86K
Washington Trust Advisors, Inc. 0.01% No change 175 $85K
Painted Porch Advisors LLC 0.04% No change 168 $82K
Alpine Bank Wealth Management 0.01% — 163 $80K
FSC Wealth Advisors, LLC 0.06% Reduce -99.2% 161 $78K
Piscataqua Savings Bank 0.07% No change 160 $78K
Northwest Bank & Trust Co 0.06% No change 160 $78K
Providence Capital Advisors, LLC 0.02% No change 158 $77K
Bray Capital Advisors 0.02% Add +2.0% 149 $73K
Ritter Daniher Financial Advisory LLC / DE 0.02% Add +75.9% 146 $71K
EnRich Financial Partners LLC 0.02% No change 145 $71K
Iron Horse Wealth Management, LLC 0.02% No change 142 $69K
Barrett & Company, Inc. 0.03% Add +16.9% 138 $67K
Mb, Levis & Associates, LLC 0.03% No change 134 $66K
Talon Private Wealth, LLC 0.01% — 132 $64K
Halpern Financial, Inc. 0.02% No change 132 $64K
BNP Paribas 0.00% New 128 $62K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +6.7% 127 $62K
Logan Capital Management Inc. 0.00% No change 127 $62K
Hexagon Capital Partners LLC 0.01% Add +0.8% 123 $60K
PFG Private Wealth Management, LLC 0.03% No change 121 $59K
Legacy Bridge, LLC 0.03% Add +60.0% 120 $59K
Loomis Sayles & Co. L P 0.00% No change 113 $55K
Pflug Koory, LLC 0.00% — 110 $54K
Riverview Trust Co 0.05% No change 109 $53K
Red Tortoise LLC 0.03% No change 104 $51K
Bear Mountain Capital, Inc. 0.02% No change 103 $51K
Tradewinds Capital Management, LLC 0.01% Add +5.1% 103 $50K
Spectrum Wealth Counsel, LLC 0.01% No change 100 $49K
Annapolis Financial Services, LLC 0.01% No change 99 $49K
Claris Advisors, LLC / Mo / 0.02% New 99 $48K
Robinson Capital Management, LLC 0.02% No change 100 $48K
CGC Financial Services, LLC 0.02% No change 92 $45K
Chelsea Counsel Co. 0.02% No change 91 $44K
Blume Capital Management, Inc. 0.01% No change 85 $41K
New England Capital Financial Advisors LLC 0.02% No change 82 $40K
CarsonAllaria Wealth Management, Ltd. 0.02% Reduce -39.7% 79 $39K
Gleason Group, Inc. 0.01% Reduce -1.3% 77 $38K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 75 $37K
True Wealth Design, LLC 0.01% No change 73 $36K
CKW Financial Group 0.00% No change 65 $31K
Mechanics Financial Corp 0.01% No change 63 $31K
Capital Management Associates 0.03% No change 62 $30K
Hoese & Co LLP 0.03% Reduce -55.7% 62 $30K
Ogorek Anthony Joseph /NY/ 0.01% No change 63 $30K
Citizens National Bank Trust Department 0.01% No change 61 $30K
Accent Capital Management, LLC 0.01% Reduce -90.3% 50 $24K
Milestone Investment Advisors LLC 0.01% Reduce -24.2% 50 $24K
Hoey Investments, Inc. 0.00% No change 41 $20K
Knuff & Co LLC 0.01% New 40 $20K
Van Eck Associates Corp. 0.00% New 36 $18K
Sawyer & Company, Inc 0.01% No change 32 $16K
Broadwater Capital Management LLC 0.01% No change 32 $16K
Rogco, LP 0.01% New 32 $16K
Covestor Ltd 0.01% No change 30 $15K
Washington Growth Strategies LLC 0.57% — 7,258 $15K
C M Bidwell & Associates Ltd. 0.01% No change 30 $15K
Fourpath Capital Management, LLC 0.00% New 30 $15K
Accordant Advisory Group Inc 0.02% No change 28 $14K
Financial Management Professionals, Inc. 0.00% Reduce -83.8% 25 $12K
Bellevue Asset Management, LLC 0.01% No change 22 $11K
Nordwand Advisors, LLC 0.00% No change 19 $9K
Hanson & Doremus Investment Management 0.00% No change 18 $9K
Morse Asset Management, Inc 0.00% New 17 $8K
Creative Capital Management Investments LLC 0.00% No change 15 $7K
FPC Investment Advisory, Inc. 0.01% No change 15 $7K
Legacies Wealth LLC 0.01% No change 14 $7K
PayPay Securities Corp 0.56% Reduce -50.0% 13 $6K
Shelton Wealth Management, LLC 0.00% New 12 $6K
DecisionPoint Financial, LLC 0.00% No change 11 $5K
MidAtlantic Capital Management, Inc. 0.00% Add +11.1% 10 $5K
Berkshire Capital Holdings Inc. 0.00% No change 10 $5K
Frazier Financial Advisors, LLC 0.00% No change 9 $4K
MRP Capital Investments, LLC 0.00% New 9 $4K
HBC Financial Services, PLLC 0.00% No change 10 $4K
Investors Research Corp 0.00% No change 8 $4K
Westwind Capital 0.00% Reduce -100.0% 6 $3K
1620 Investment Advisors, Inc. 0.00% Reduce -70.0% 6 $3K
4Thought Financial Group Inc. 0.00% No change 6 $3K
Miller Wealth Advisors, LLC 0.00% New 5 $2K
Wells Financial Advisors INC 0.00% No change 5 $2K
Hillsdale Investment Management Inc. 0.00% No change 5 $2K
Proffitt & Goodson Inc. 0.00% New 4 $2K
Atlantic Private Wealth, LLC 0.00% New 4 $2K
PEAK6 Investments LLC 0.00% No change 3 $1K
Valued Wealth Advisors LLC 0.00% No change 2 $990
MUFG Securities EMEA plc 0.00% New 1 $488

"% 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.