Invesco QQQ Trust Series 1QQQETF

13F holders, Q4 2024 (December 31)
3,404holders +360
170new positions
124sold out
8famous investors
$503.04avg. 13F price*

At the end of Q4 2024, 3,404 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, up 360 from Q3 2024. 170 opened new positions and 124 sold out. The largest holders were Morgan Stanley ($9.6B), Bank of America Corp. ($6.8B) and LPL Financial LLC ($4.8B). 8 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions170$3.3B
Exits124$1.6B

All 13F filers, Q3 2024 → Q4 2024: 26,476,244 shares bought and 17,509,927 shares sold, net +8,966,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,404 holders

Morgan Stanley 0.67% Add +4.8% 18,796,009 $9.6B
Bank of America Corp. 0.63% Reduce -3.0% 13,375,634 $6.8B
LPL Financial LLC 1.97% Add +5.3% 9,481,350 $4.8B
Wells Fargo & Company 0.90% Reduce -5.4% 7,332,011 $3.7B
Goldman Sachs Group Inc. 0.63% Add +10.6% 6,461,510 $3.3B
Susquehanna International Group, LLP 4.61% Add +86.2% 6,033,822 $3.1B
UBS Group AG 0.68% Add +13.7% 5,943,191 $3.0B
JPMorgan Chase & Co. 0.22% Add +10.9% 5,368,867 $2.7B
Ameriprise Financial Inc. 0.59% Reduce -2.7% 4,500,368 $2.3B
Royal Bank of Canada 0.41% Reduce -19.6% 3,706,812 $1.9B
Raymond James Financial Inc. 0.67% — 3,568,578 $1.8B
HRT Financial LP 8.88% Reduce -0.3% 3,359,656 $1.7B
Northwestern Mutual Wealth Management Co. 1.36% Add +1.2% 3,148,873 $1.6B
PNC Financial Services Group, Inc. 1.07% Add +0.9% 3,116,706 $1.6B
Envestnet Asset Management Inc. 0.49% Reduce -5.9% 2,968,980 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 3.03% Add +27.2% 2,753,000 $1.4B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 70.40% No change 2,500,000 $1.3B
Commonwealth Equity Services, LLC 1.81% Add +2.2% 2,425,300 $1.2B
Rokos Capital Management LLP 27.08% New 2,363,153 $1.2B
T. Rowe Price Associates Inc. 0.13% Add +34.8% 2,199,820 $1.1B
Bank of Montreal 0.52% Add +51.5% 2,036,725 $1.0B
CHURCHILL MANAGEMENT Corp 10.27% Add +0.8% 1,840,025 $940.7M
National Mutual Insurance Federation of Agricultural Cooperatives 7.70% No change 1,759,000 $899.3M
Jane Street Group, LLC 1.43% Add +82.8% 1,735,940 $887.5M
Fisher Asset Management 0.35% Reduce -4.5% 1,735,666 $887.3M
Optiver Holding B.V. 28.62% Add +503.3% 1,732,336 $885.6M
Osaic Holdings, Inc. 1.80% Add +10.0% 1,627,316 $802.3M
US Bancorp \de 0.94% Add +3.4% 1,409,330 $720.5M
Senator Investment Group LP 19.96% New 1,330,000 $679.9M
Cambridge Investment Research Advisors, Inc. 2.27% Add +4.0% 1,328,813 $679.3M
BNP Paribas Financial Markets 0.51% Reduce -24.3% 1,268,942 $648.7M
TD Asset Management Inc 0.53% Add +0.2% 1,167,180 $596.7M
HighTower Advisors, LLC 0.79% Add +4.7% 1,129,665 $577.5M
Sumitomo Mitsui Financial Group, Inc. 7.53% Add +1828.8% 1,096,861 $565.3M
Barclays PLC 0.28% Reduce -19.3% 1,091,396 $558.0M
Truist Financial Corp. 0.85% Add +0.6% 1,056,968 $540.4M
Analyst IMS Investment Management Services Ltd. 19.37% Add +0.5% 1,035,138 $529.2M
Howard Capital Management, LLC 8.12% Reduce -0.2% 2,982,361 $522.7M
Mariner, LLC 0.84% Add +29.2% 982,519 $502.3M
Citigroup Inc. 0.46% Reduce -34.7% 929,568 $475.2M
MML Investors Services, LLC 1.60% Add +0.7% 906,764 $463.6M
Stifel Financial Corp. 0.48% Add +3.7% 903,654 $462.0M
Barings LLC 10.96% Add +0.6% 892,807 $456.4M
Rockefeller Capital Management L.P. 1.15% Add +2.5% 870,077 $444.7M
Alkeon Capital Management LLC 2.52% No change 849,777 $434.4M
Artemis Wealth Advisors, LLC 67.40% Add +0.2% 828,335 $423.5M
Kensington Asset Management, LLC 24.20% Add +18.1% 807,758 $413.0M
Janney Montgomery Scott LLC 1.13% Reduce -1.3% 795,210 $406.5M
FMR LLC 0.02% Add +1.4% 788,926 $403.3M
Main Management ETF Advisors, LLC 17.50% Add +3.2% 755,130 $386.0M
Two Sigma Investments, LP 0.92% Reduce -6.9% 743,078 $379.9M
Fiera Capital Corp 1.16% Add +3.5% 719,746 $368.0M
Cibc World Market Inc. 0.81% Add +90.0% 686,117 $350.8M
Cerity Partners LLC 0.76% Reduce -0.0% 681,967 $348.6M
Nissay Asset Management Corp. /Japan 2.11% No change 660,336 $345.1M
Susquehanna Advisors Group, Inc. 24.20% — 673,923 $344.5M
Mirae Asset Securities (usa) Inc. 16.05% Add +49.3% 671,641 $343.4M
Mirae Asset Global Investments Co., Ltd. 1.38% Reduce -19.7% 655,846 $339.0M
Old Mission Capital LLC 7.88% Add +198.8% 661,978 $338.4M
Nwi Management LP 26.22% New 648,000 $331.3M
Kestra Advisory Services, LLC 1.75% Add +5.5% 623,191 $318.6M
Creative Planning 0.30% Add +2.4% 604,466 $309.0M
Cwm, LLC 1.27% Add +0.7% 597,627 $305.5M
Meitav Investment House Ltd. 4.78% Reduce -11.1% 554,260 $283.3M
Rafferty Asset Management, LLC 0.97% Reduce -0.8% 536,407 $274.2M
Equitable Holdings, Inc. 2.51% Reduce -4.9% 516,586 $264.1M
Private Advisor Group, LLC 1.48% Reduce -1.0% 513,311 $262.4M
Canada Pension Plan Investment Board 0.25% No change 509,000 $260.2M
Wealth Enhancement Advisory Services, LLC 0.48% Add +9.6% 494,884 $253.0M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +9.8% 442,532 $226.2M
Focus Partners Wealth 0.58% Add +197.6% 436,598 $223.2M
Ieq Capital, LLC 2.10% Reduce -0.4% 425,269 $217.4M
Eisler Capital Management Ltd. 7.16% — 422,233 $215.4M
Ritholtz Wealth Management 6.32% Add +2.1% 421,094 $215.3M
Norinchukin Bank, The 4.44% New 411,000 $210.1M
Avantax Advisory Services, Inc. 1.29% Add +5.6% 401,704 $205.4M
SG Americas Securities, LLC 0.90% Reduce -19.9% 400,090 $204.5M
CBIZ Investment Advisory Services, LLC 10.09% Reduce -0.0% 395,476 $202.2M
Hancock Prospecting Pty Ltd 14.88% — 386,712 $197.7M
Composition Wealth, LLC 4.00% Reduce -2.9% 386,048 $197.4M
Bell Bank 14.49% Add +112.7% 381,080 $194.8M
Bouchey Financial Group, Ltd. 16.95% Reduce -0.3% 379,501 $194.0M
Brookstone Capital Management 2.68% Reduce -4.6% 360,510 $184.3M
Cohen Klingenstein LLC 6.06% Add +8.7% 346,700 $177.2M
Peapack Gladstone Financial Corp. 2.54% Reduce -1.4% 343,127 $175.4M
Millennium Management 0.16% Add +16.6% 342,533 $175.1M
Anchor Capital Management Group Inc 63.09% — 340,775 $174.2M
Invictus Private Wealth, LLC 13.14% Add +1.3% 338,259 $172.9M
CSM Advisors, LLC 8.07% Add +100.0% 337,150 $172.4M
J.Safra Asset Management Corp 13.78% Reduce -18.5% 328,616 $169.4M
MAI Capital Management 1.26% Add +12.8% 330,675 $169.1M
Baird Financial Group, Inc. 0.32% Add +4.0% 327,433 $167.4M
Lido Advisors, LLC 1.03% Reduce -25.6% 320,228 $163.7M
Natixis 1.09% Reduce -31.7% 313,489 $160.3M
Consolidated Investment Group LLC 21.99% Add +2.1% 306,865 $156.9M
Atria Wealth Solutions, Inc. 1.70% Add +0.7% 303,806 $155.3M
Akuna Securities LLC 26.98% Add +1486.8% 302,475 $154.6M
Gemsstock Ltd. 31.05% Add +266.4% 293,500 $150.0M
Balyasny Asset Management L.P. 0.35% Add +179.6% 293,186 $149.9M
IMC-Chicago, LLC 4.02% Reduce -47.1% 288,172 $147.3M
Engineers Gate Manager LP 2.53% Add +228.5% 284,080 $145.2M
Steward Partners Investment Advisory, LLC 1.27% Add +0.6% 279,334 $142.8M
Corient Private Wealth LP 0.24% Reduce -1.7% 323,655 $142.1M
Stephens Inc. 1.96% Add +2.4% 272,632 $139.4M
Ensign Peak Advisors, Inc 0.24% Add +292.4% 268,400 $137.2M
Harvard Management Co. Inc. 8.11% No change 267,820 $136.9M
Northern Trust Corp. 0.02% Reduce -1.9% 267,281 $136.6M
Belvedere Trading LLC 10.36% Reduce -57.0% 266,378 $136.2M
PPSC Investment Service Corp 15.06% Reduce -0.3% 264,979 $135.5M
Saudi Central Bank 12.69% No change 263,622 $135.0M
Steel Grove Capital Advisors, LLC 18.62% Reduce -1.4% 257,876 $131.8M
Walleye Trading LLC 2.57% Add +161.5% 255,175 $130.5M
Bailard, Inc. 3.33% Reduce -1.0% 254,941 $130.3M
Blair William & Co. 0.38% Add +8.8% 253,793 $129.7M
Jefferies Financial Group Inc. 1.48% Reduce -14.0% 250,787 $128.2M
Harbour Investments, Inc. 3.58% Reduce -14.7% 244,139 $124.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 9.67% Reduce -22.3% 239,344 $122.5M
Centiva Capital, LP 4.63% Add +155.5% 238,147 $121.7M
Prime Capital Investment Advisors, LLC 1.76% Reduce -0.2% 236,598 $121.0M
Sanders Morris Harris LLC 18.16% Add +2.9% 231,728 $120.9M
Franklin Resources Inc. 0.03% Add +331.5% 235,824 $120.6M
Hollencrest Capital Management 4.55% Add +2.7% 220,553 $112.8M
NewEdge Advisors, LLC 0.67% Add +0.3% 245,451 $112.1M
Stadion Money Management, LLC 8.75% Reduce -6.0% 218,810 $111.9M
FIL Ltd 0.10% Add +107.7% 217,645 $111.3M
Stratos Wealth Partners, LTD. 1.58% Add +0.1% 216,786 $110.8M
Integrated Wealth Concepts LLC 1.28% Add +18.9% 215,877 $110.4M
Trilogy Capital Inc. 5.67% Reduce -9.4% 215,746 $110.3M
Thrivent Financial for Lutherans 0.21% Reduce -5.4% 211,256 $108.2M
Steele Capital Management, Inc. 5.55% Add +0.3% 208,371 $106.5M
Manufacturers Life Insurance Company, The 0.09% Add +441.5% 207,049 $105.8M
Wolverine Trading, LLC 2.35% Reduce -50.2% 202,798 $104.6M
Diversify Advisory Services, LLC 5.67% Add +34.3% 202,800 $102.9M
SBI Securities Co., Ltd. 3.13% — 198,940 $101.7M
Parker Investment Management, LLC 15.72% Reduce -1.0% 197,307 $100.9M
Apexium Financial, LP 6.12% Reduce -0.7% 197,156 $100.8M
Foundations Investment Advisors, LLC 1.94% Add +18.5% 196,185 $100.3M
Qube Research & Technologies Ltd 0.16% Add +305.4% 194,417 $99.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -12.9% 193,700 $99.0M
Baltimore-Washington Financial Advisors, Inc. 5.05% Add +1.9% 190,115 $97.2M
iA Global Asset Management Inc. 1.67% Reduce -11.9% 186,323 $95.3M
Georgetown University 27.74% Add +0.3% 184,204 $94.2M
Taiyo Life Insurance Co. 7.63% No change 184,000 $94.1M
Parallax Volatility Advisers, L.P. 2.39% New 183,797 $94.0M
Beacon Capital Management, Inc. 4.05% Add +8.1% 182,804 $93.5M
Captrust Financial Advisors 0.27% Reduce -4.1% 182,543 $93.3M
Northeast Financial Consultants Inc 3.93% Add +1.3% 182,400 $93.2M
Perigon Wealth Management, LLC 2.21% Add +2.8% 175,157 $89.9M
Mercer Global Advisors Inc. 0.22% New 175,659 $89.8M
IHT Wealth Management, LLC 2.87% Reduce -34.9% 174,046 $89.0M
Wealthfront Advisers LLC 0.26% Add +12.6% 172,816 $88.3M
Pinnacle Associates Ltd. 1.19% Add +3.2% 171,376 $87.6M
Main Management LLC 7.13% Add +2.1% 170,623 $87.2M
Jones Financial Companies LLLP 0.08% Add +76.9% 168,892 $86.3M
NSI Retail Advisors, LLC 13.70% No change 168,575 $86.2M
Schonfeld Strategic Advisors LLC 0.54% Reduce -6.6% 167,834 $85.8M
Constellation Investments, Inc. 3.89% — 167,000 $85.4M
RiverFront Investment Group, LLC 1.94% Add +9.4% 166,784 $85.3M
Fortitude Financial, LLC 47.38% — 165,858 $84.8M
Cresset Asset Management, LLC 0.41% Reduce -20.5% 165,843 $84.8M
Sun Life Financial Inc. 4.67% Reduce -3.4% 163,910 $83.8M
Focus Financial Network, Inc. 3.33% Reduce -0.1% 163,851 $83.8M
Nicholas Hoffman & Company, LLC. 3.35% Add +0.4% 163,659 $83.7M
D.A. Davidson & Co. 0.67% Add +4.0% 162,027 $82.8M
Kestra Private Wealth Services, LLC 1.41% Add +3.6% 161,464 $82.5M
Meridian Wealth Management, LLC 3.85% Add +0.5% 158,743 $81.2M
Independent Advisor Alliance 1.06% Add +2338.1% 157,159 $80.3M
Arrow Financial Corp 7.59% Add +10.7% 156,458 $80.0M
Dynamic Advisor Solutions LLC 3.45% Reduce -7.1% 155,976 $79.7M
National Bank of Canada 0.10% Reduce -13.5% 155,303 $79.4M
Frank, Rimerman Advisors LLC 5.74% Reduce -0.7% 154,688 $79.1M
Pittenger & Anderson Inc. 2.86% Reduce -3.8% 154,117 $78.8M
Berkshire Money Management, Inc. 8.55% Add +0.4% 153,808 $78.6M
HSBC Holdings PLC 0.05% Reduce -3.1% 151,886 $77.9M
Rollins Financial Advisors, LLC 12.09% Reduce -8.2% 151,427 $77.4M
Citadel Advisors 0.07% Reduce -48.3% 151,331 $77.4M
Crestline Management, L.P. 2.67% Add +9736.1% 150,000 $76.7M
Industrial Alliance Investment Management Inc. 58.83% Add +8.5% 148,102 $75.7M
Federation des caisses Desjardins du Quebec 0.39% Reduce -4.2% 147,947 $75.6M
Beacon Pointe Advisors, LLC 0.84% Reduce -1.4% 147,581 $75.4M
Global Retirement Partners, LLC 2.15% Add +12.1% 147,108 $75.2M
Wescott Financial Advisory Group, LLC 7.78% Add +1.8% 146,844 $75.1M
Bank Julius Baer & Co. Ltd, Zurich 0.23% Reduce -58.2% 136,567 $74.6M
Ameritas Advisory Services, LLC 2.54% Add +20.4% 144,169 $73.7M
Prospera Financial Services Inc 1.70% Add +1.6% 142,582 $72.9M
Cavalier Investments, LLC 24.36% Add +173.7% 142,589 $72.9M
Western Wealth Management, LLC 3.89% Reduce -0.7% 141,923 $72.6M
Pine Ridge Advisers LLC 6.42% Add +9.0% 141,297 $72.2M
Clearstead Trust, LLC 15.48% Add +0.1% 140,142 $71.6M
Yarbrough Capital, LLC 2.75% Reduce 0.0% 139,882 $71.5M
Edmond DE Rothschild Holding S.A. 1.21% Reduce -5.5% 138,778 $70.9M
Sigma Planning Corp 2.22% Reduce -4.1% 138,533 $70.8M
CIBC Private Wealth Group LLC 0.13% Add +0.9% 136,665 $70.4M
Focused Wealth Management, Inc 9.50% Add +2.5% 137,628 $70.4M
M&T Bank Corp 0.24% Add +8.2% 137,576 $70.3M
Level Four Advisory Services, LLC 2.86% Reduce -1.1% 136,990 $70.0M
Juniper Hill Capital Management LP 15.46% Add +294.5% 136,531 $69.8M
Oppenheimer & Co. Inc. 1.03% Reduce -0.6% 135,258 $69.1M
Silicon Valley Capital Partners 7.68% Reduce -0.8% 134,617 $68.8M
Merit Financial Group, LLC 1.24% Add +58.6% 134,467 $68.7M
Concurrent Investment Advisors, LLC 1.84% Add +14.1% 133,091 $68.0M
Wealthspire Advisors, LLC 0.67% Add +1.3% 131,223 $67.1M
Baker Avenue Asset Management, LP 2.03% Add +0.7% 129,728 $66.3M
Allworth Financial LP 0.36% Reduce -7.5% 124,690 $66.3M
Apollon Wealth Management, LLC 1.51% Add +16.6% 128,116 $65.5M
Advisory Services Network, LLC 1.21% Reduce -19.1% 127,570 $65.2M
Independent Financial Group, LLC 2.16% Add +2.6% 127,253 $65.1M
Daiwa Securities Group Inc. 0.29% Reduce -12.6% 126,208 $64.5M
Citizens Financial Group Inc. 1.24% Add +1.9% 124,869 $63.8M
Cornerstone Planning Group LLC 15.61% Reduce -7.8% 123,604 $63.6M
Larson Financial Group LLC 3.28% Reduce -5.9% 124,012 $63.4M
Csenge Advisory Group 3.43% Add +0.2% 123,650 $63.2M
Horizon Wealth Management, LLC 10.97% Add +171.6% 123,341 $63.1M
Winthrop Advisory Group LLC 7.53% Add +3.3% 122,779 $62.8M
Allianz Asset Management GmbH 0.09% Add +165.2% 122,340 $62.5M
Intellus Advisors LLC 10.79% — 121,952 $62.3M
Mitsubishi UFJ Trust & Banking Corp 0.15% Add +1092.0% 121,504 $62.1M
Bokf, NA 1.04% Add +0.0% 121,899 $61.8M
King Wealth Management Group 8.96% Add +2.8% 120,118 $61.4M
American Financial Advisors, LLC 8.64% Reduce -1.9% 119,970 $61.3M
M Holdings Securities, Inc. 9.84% Reduce -0.9% 119,360 $61.0M
Intergy Private Wealth, LLC 22.74% Add +0.9% 119,205 $60.9M
Virtus Wealth Solutions LLC 14.01% — 116,326 $59.5M
Embree Financial Group 10.13% Add +0.8% 116,043 $59.3M
Point72 Europe (London) LLP 3.42% Add +196.5% 115,931 $59.3M
Sowell Financial Services LLC 3.11% Reduce -0.8% 115,535 $59.1M
J.W. Cole Advisors, Inc. 2.35% Add +2.4% 113,935 $58.2M
CJM Wealth Advisers, Ltd. 19.45% Reduce -0.5% 112,916 $57.7M
Greenup Street Wealth Management LLC 11.41% Reduce -25.8% 112,415 $57.5M
Walleye Capital LLC 0.60% Reduce -49.6% 111,718 $57.1M
Orion Porfolio Solutions, LLC 0.57% Add +21.6% 111,377 $56.9M
Orion Portfolio Solutions, LLC 0.57% Add +21.6% 111,377 $56.9M
Allen Investment Management, LLC 0.65% Add +73.8% 110,731 $56.6M
Wallace Hart LLC 44.81% Reduce -10.3% 109,872 $56.2M
Wilmington Savings Fund Society, FSB 1.01% Reduce -0.8% 109,331 $55.9M
Mackenzie Financial Corp. 0.08% Reduce -1.4% 108,575 $55.5M
Life Line Wealth Management LLC 19.63% New 107,643 $55.0M
Allianz SE 1.42% Add +0.7% 106,858 $54.7M
Gainplan LLC 20.76% New 106,925 $54.7M
OVERSEA-CHINESE BANKING Corp Ltd 1.54% Reduce -6.6% 105,295 $53.8M
Amundi 0.02% Add +13.0% 104,303 $53.7M
Comerica Bank 0.22% Reduce -25.0% 105,085 $53.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.56% Reduce -56.3% 104,375 $53.6M
Temasek Holdings (Private) Ltd 0.21% No change 102,925 $52.6M
EP Wealth Advisors, LLC 0.43% Reduce -8.7% 102,584 $52.4M
Beacon Capital Management, LLC 6.78% Add +16.5% 101,943 $52.1M
Phoenix Financial Ltd. 0.71% Add +55.4% 100,760 $51.9M
GTS Securities LLC 2.52% Reduce -76.7% 101,032 $51.6M
Pacific Center for Financial Services 13.22% Reduce -1.5% 100,444 $51.3M
IFP Advisors, Inc 1.68% Reduce -5.8% 100,081 $51.2M
Kentucky Farm Bureau Mutual Insurance Co 11.49% No change 100,000 $51.1M
Sequoia Financial Advisors, LLC 0.49% Add +5.0% 99,954 $51.1M
Evensky & Katz LLC 3.29% Reduce -2.8% 98,374 $50.3M
Fusion Family Wealth, LLC 4.61% Reduce -0.1% 98,341 $50.3M
Kingsview Wealth Management, LLC 0.98% Reduce -0.9% 98,052 $50.1M
Essex Financial Services, Inc. 3.49% Add +1.3% 96,455 $49.3M
Belpointe Asset Management LLC 2.96% Reduce -6.3% 103,124 $49.1M
Venture Visionary Partners LLC 2.08% Add +1.1% 95,872 $49.0M
Wealthcare Advisory Partners LLC 1.35% Add +2.6% 95,403 $48.8M
Socha Financial Group, LLC 22.78% Add +3.7% 95,033 $48.6M
Ascent Wealth Partners, LLC 6.55% Add +0.8% 94,979 $48.6M
Johnson Investment Counsel Inc. 0.47% Add +9.4% 94,348 $48.2M
Moment Partners, LLC 9.16% — 93,993 $48.1M
Fifth Third Securities, Inc. 4.08% Add +2.6% 93,919 $48.0M
Mutual Advisors, LLC 1.38% Add +2.6% 93,110 $47.8M
J. Goldman & Co LP 1.68% Add +661.0% 93,110 $47.6M
Tanglewood Wealth Management, Inc. 5.48% Add +17.1% 93,101 $47.6M
Serenus Wealth Advisors, LLC 8.26% — 101,590 $47.5M
Bank of New York Mellon Corp 0.01% Add +8.5% 92,759 $47.4M
RFG Advisory, LLC 1.33% New 92,040 $47.1M
Portfolio Strategies, Inc. 6.67% Add +0.6% 91,983 $47.0M
Alliancebernstein L.P. 0.02% Add +1.9% 91,693 $46.9M
GenTrust, LLC 2.03% Add +8.6% 91,097 $46.6M
B & T Capital Management DBA Alpha Capital Management 8.52% Reduce -0.2% 90,945 $46.5M
Waverly Advisors, LLC 0.72% Add +10.7% 90,904 $46.5M
AMG National Trust Bank 1.27% Reduce -0.5% 89,368 $46.1M
Safeguard Investment Advisory Group, LLC 12.54% Add +1.6% 89,380 $45.7M
Potomac Fund Management Inc. 2.67% — 89,134 $45.6M
Parcion Private Wealth LLC 3.48% Reduce -6.0% 89,121 $45.6M
Bank Hapoalim BM 7.68% Reduce -26.9% 88,805 $45.4M
Wedbush Securities Inc. 1.59% Add +1.8% 87,370 $44.7M
AQR Capital Management 0.06% Add +122.6% 86,832 $44.4M
Humankind Investments LLC 11.20% New 86,575 $44.3M
Clear Street Derivatives LLC 0.59% Add +134.8% 86,306 $44.1M
IFG Advisory, LLC 2.49% Reduce -0.1% 85,779 $43.9M
Maxi Investments CY Ltd 8.41% Reduce -32.7% 85,274 $43.6M
Scotia Capital Inc. 0.23% New 85,090 $43.5M
Smith Chas P & Associates Pa Cpas 2.50% Reduce -2.1% 85,067 $43.5M
One Capital Management, LLC 1.43% Reduce -28.9% 84,469 $43.2M
Valence8 US LP 20.57% Reduce -4.9% 83,798 $42.8M
Smithfield Trust Co 2.13% Reduce -1.1% 83,317 $42.7M
CIBC Asset Management Inc 0.14% Add +85.5% 83,454 $42.7M
HB Wealth Management, LLC 0.43% Reduce -0.9% 83,105 $42.5M
Jacobi Capital Management LLC 3.15% Add +0.1% 82,568 $42.2M
NTV Asset Management LLC 5.54% Add +1.4% 82,217 $42.0M
TD Private Client Wealth LLC 1.17% Reduce -6.2% 81,882 $41.9M
RFG Holdings, Inc. 13.88% Add +0.5% 81,730 $41.8M
CoreCap Advisors, LLC 1.89% Reduce -1.3% 81,279 $41.6M
Trifecta Capital Advisors, LLC 8.19% Add +0.1% 81,141 $41.5M
PFG Advisors 2.54% Reduce -3.2% 81,056 $41.4M
Modern Wealth Management, LLC 1.54% Reduce -62.3% 81,014 $41.4M
Segment Wealth Management, LLC 2.81% Reduce -0.3% 80,626 $41.2M
Toronto Dominion Bank 0.08% Reduce -98.1% 80,418 $41.1M
Factory Mutual Insurance Co. 0.44% No change 80,154 $41.0M
GPS Wealth Strategies Group, LLC 5.22% Add +0.1% 79,611 $40.7M
Cantor Fitzgerald Investment Advisors L.P. 2.81% Add +1.1% 79,441 $40.6M
Credit Agricole S A 0.14% Add +26.4% 79,097 $40.4M
Mine & Arao Wealth Creation & Management, LLC. 18.47% Reduce -4.4% 78,835 $40.3M
SteelPeak Wealth, LLC 1.67% Add +17.1% 78,621 $40.2M
U.S. Capital Wealth Advisors, LLC 1.25% Add +18.5% 78,353 $40.1M
Aragon Global Management, LP 14.79% No change 77,995 $39.9M
Halter Ferguson Financial Inc. 16.88% Add +20.6% 77,675 $39.7M
Bleakley Financial Group, LLC 1.19% Add +5.2% 77,267 $39.5M
Simplex Trading, LLC 1.11% New 77,023 $39.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9.41% Reduce -23.3% 76,619 $39.2M
Richmond Brothers, Inc. 25.01% Reduce -0.8% 76,312 $39.0M
Jmac Enterprises LLC 6.10% Add +1.9% 76,059 $38.9M
Client First Capital LLC 19.95% Add +24.3% 75,929 $38.8M
Madrona Financial Services, LLC 10.55% Add +17.8% 75,751 $38.7M
Flagship Harbor Advisors, LLC 2.03% Add +360.8% 75,467 $38.6M
Arax Advisory Partners 2.43% Add +5.6% 75,380 $38.5M
Bank of Nova Scotia 0.07% Add +417.9% 75,374 $38.5M
Cooper Financial Group 4.62% Add +4.2% 74,977 $38.3M
Kozak & Associates, Inc. 8.66% Reduce -7.3% 73,021 $37.9M
IFG Advisors, LLC 7.52% Reduce -1.8% 73,962 $37.8M
Financiere des Professionnels - Fonds d'investissement inc. 2.64% No change 73,750 $37.7M
Fortune 45 LLC 24.43% Add +5.5% 73,220 $37.4M
Klingenstein Fields & Co. LP 1.50% Reduce -4.9% 73,018 $37.3M
Falcon Wealth Planning 4.14% Add +5.4% 72,585 $37.1M
Affinity Wealth Management LLC 6.54% Reduce -0.4% 72,222 $36.9M
CW Advisors, LLC 0.51% Add +5.3% 72,057 $36.8M
Lodestar Private Asset Management LLC 4.61% Add +0.6% 72,048 $36.8M
Betterment LLC 0.09% Add +53.7% 71,459 $36.5M
Pacific Capital Wealth Advisors, Inc. 6.08% Add +8.1% 71,190 $36.4M
Kennicott Capital Management LLC 18.49% Reduce -42.2% 70,369 $36.0M
Arete Wealth Advisors, LLC 2.56% Add +9.3% 69,465 $35.5M
TD Waterhouse Canada Inc. 0.29% Add +0.2% 69,416 $35.5M
Altus Wealth Management, LLC 15.85% Add +0.6% 69,330 $35.4M
Impact Partnership Wealth, LLC 7.13% Add +41.8% 69,071 $35.3M
Round Rock Advisors LLC 7.23% Add +0.3% 68,936 $35.2M
Amplius Wealth Advisors, LLC 3.60% Add +1.5% 68,767 $35.2M
Tucker Asset Management LLC 7.96% Add +6.0% 68,682 $35.1M
Gratus Wealth Advisors, LLC 5.57% Add +1.2% 68,052 $34.8M
Nwam LLC 2.15% Reduce -11.7% 67,962 $34.7M
Squarepoint Ops LLC 0.09% New 67,863 $34.7M
AE Wealth Management LLC 0.29% Reduce -23.9% 67,714 $34.6M
Bawa N Mallick Trust 15.18% — 67,670 $34.6M
Prostatis Group LLC 10.08% Reduce -1.2% 67,638 $34.6M
Harel Insurance Investments & Financial Services Ltd. 0.57% Add +0.1% 67,614 $34.6M
Caprock Group, LLC 1.12% New 67,210 $34.4M
Bank Pictet & Cie (Europe) AG 0.75% Reduce -4.9% 66,823 $34.2M
Oxler Private Wealth LLC 11.19% Add +0.9% 66,572 $34.0M
Aft, Forsyth & Sober, LLC 10.98% Add +0.5% 66,225 $33.9M
Aptus Capital Advisors, LLC 0.40% Add +12.7% 65,796 $33.6M
NorthCoast Asset Management LLC 0.17% Add +32.8% 65,726 $33.6M
International Assets Investment Management, LLC 2.81% Reduce -1.4% 65,864 $33.6M
Money Concepts Capital Corp. 2.49% Reduce -7.9% 65,562 $33.5M
LMR Partners LLP 0.76% Add +467.8% 65,506 $33.5M
World Investment Advisors 0.92% Add +48.8% 65,297 $33.4M
USAdvisors Wealth Management, LLC 10.81% Add +5.7% 65,085 $33.3M
Jaffetilchin Investment Partners, LLC 2.41% Add +0.6% 65,039 $33.2M
Regal Investment Advisors LLC 2.49% Add +2.2% 64,741 $33.1M
Savoie Capital LLC 3.94% No change 64,614 $33.0M
Integrated Advisors Network LLC 1.58% Reduce -7.4% 64,561 $33.0M
&partners 0.40% Add +26.5% 63,074 $33.0M
CreativeOne Wealth, LLC 1.01% Add +8.5% 64,467 $33.0M
PGIM Custom Harvest LLC 0.64% Add +1.7% 64,201 $32.8M
PSI Advisors, LLC 9.64% Add +2.4% 63,514 $32.5M
First Heartland Consultants, Inc. 3.32% Reduce -3.4% 63,349 $32.4M
Dakota Wealth Management 0.74% Add +8.2% 62,722 $32.1M
ING Groep NV 0.21% No change 62,369 $31.9M
Smart Money Group LLC 10.87% Add +0.4% 61,597 $31.5M
Whittier Trust Co. of Nevada Inc. 0.77% Add +2.5% 61,548 $31.5M
Wilmar Advisors LLC 28.84% — 61,000 $31.2M
Briaud Financial Planning Inc 12.70% Reduce -1.4% 60,944 $31.2M
Carnegie Mellon University 22.76% New 60,849 $31.1M
Transamerica Financial Advisors, LLC 3.07% Add +3.8% 60,754 $31.1M
Eagle Capital Management, LLC 12.51% Add +0.3% 60,686 $31.0M
Great Valley Advisor Group, Inc. 0.69% Add +0.8% 60,572 $31.0M
Geneos Wealth Management Inc. 1.08% Reduce -8.8% 60,348 $30.9M
Prudent Investors Network, Inc. 9.01% Add +1.7% 60,252 $30.8M
Choreo, LLC 0.44% Reduce -0.0% 59,355 $30.5M
New Perspectives, Inc 16.32% Reduce -2.8% 59,574 $30.5M
Regions Financial Corp. 0.22% Add +4.1% 59,553 $30.4M
Connecticut Wealth Management, LLC 1.49% Reduce -2.8% 59,356 $30.3M
Axxcess Wealth Management, LLC 0.75% Reduce -31.4% 62,361 $30.3M
Northern Capital Management, Inc. 18.56% Add +0.2% 59,204 $30.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.57% Reduce -0.3% 59,167 $30.2M
Harvest Investment Advisors, LLC 20.73% Reduce -1.9% 58,661 $30.0M
Chokshi & Queen Wealth Advisors, Inc 18.45% — 58,162 $29.7M
Texas Yale Capital Corp. 1.19% Add +0.7% 58,067 $29.7M
DHJJ Financial Advisors, Ltd. 11.54% Reduce -1.1% 57,974 $29.6M
BlackRock, Inc. 0.00% Add +2117.7% 57,882 $29.6M
Centaurus Financial, Inc. 1.81% Reduce -51.6% 57,829 $29.6M
Bridgewater Advisors Inc. 3.08% Reduce -2.5% 58,494 $29.5M
Greenwood Gearhart LLC 2.03% Add +32.3% 57,582 $29.4M
Kingswood Wealth Advisors, LLC 2.20% Add +41.2% 57,310 $29.3M
Fortis Capital Advisors, LLC 10.01% Reduce -0.7% 61,499 $29.3M
Bessemer Group Inc. 0.05% Add +2.3% 57,063 $29.2M
Goldstone Financial Group, LLC 4.56% Add +3.9% 56,932 $29.1M
Wealthspire Retirement, LLC 2.30% Add +1.9% 56,885 $29.1M
Thoroughbred Financial Services, LLC 1.78% Add +0.0% 56,846 $29.1M
Oppenheimer Asset Management Inc. 0.35% Add +1.9% 56,548 $28.9M
NRI Wealth Management LC 19.82% — 56,195 $28.7M
Neuberger Berman Group LLC 0.02% Add +3.0% 56,101 $28.7M
Vontobel Holding Ltd. 0.10% Reduce -5.5% 55,760 $28.5M
MBE Wealth Management, LLC 15.97% Reduce -0.8% 55,452 $28.3M
Roundview Capital LLC 1.96% Add +5.0% 54,916 $28.1M
Presidio Capital Management, LLC 15.03% Add +1960.2% 54,863 $28.0M
Integrity Alliance, Llc. 3.03% — 54,614 $27.9M
Copperwynd Financial, LLC 7.68% Add +5.3% 54,458 $27.8M
D. Scott Neal, Inc. 15.25% Reduce -0.2% 54,392 $27.8M
HBW Advisory Services LLC 2.85% Add +3.4% 54,342 $27.8M
Certified Advisory Corp 3.00% Add +1.6% 54,103 $27.7M
Fairfield Financial Advisors, LTD 9.73% Reduce -1.7% 54,051 $27.6M
Commonwealth Financial Services, LLC 5.39% Add +1.1% 53,800 $27.5M
TCP Asset Management, LLC 6.05% Add +2.3% 53,671 $27.4M
Kiley Juergens Wealth Management, LLC 6.85% Reduce -0.4% 53,458 $27.3M
Marks Wealth, LLC 13.03% New 52,939 $27.1M
Harfst & Associates, Inc. 5.64% Reduce -1.9% 52,923 $27.1M
Clarity Wealth Advisors, LLC 7.32% Add +1.8% 52,551 $26.9M
Brown Advisory Inc. 0.03% Add +7.8% 52,362 $26.8M
Investment Advisory Services Inc. /TX 9.42% Add +1.3% 52,284 $26.7M
Circle Wealth Management, LLC 0.57% Add +3.8% 52,204 $26.7M
Royal Fund Management, LLC 2.87% Reduce -57.5% 51,417 $26.4M
Snowden Capital Advisors LLC 0.82% Reduce -4.8% 51,247 $26.2M
Pps&v Asset Management Consultants, Inc. 17.67% Reduce -1.3% 51,173 $26.2M
Balanced Wealth Group LLC 11.67% Reduce -6.4% 49,777 $26.0M
Resolute Advisors LLC 5.23% Add +0.9% 50,797 $26.0M
Arkansas Financial Group, Inc. 4.18% Add +34.8% 50,674 $25.9M
Strategic Advocates LLC 8.67% Add +1.9% 50,208 $25.7M
Benjamin Edwards Inc. 0.37% Add +5.9% 50,076 $25.6M
Verition Fund Management LLC 0.13% Add +8.2% 49,947 $25.5M
Kwmg, LLC 2.63% Reduce -2.7% 49,870 $25.5M
Scott Capital Advisors, LLC 7.32% Reduce -2.7% 50,367 $25.5M
Onyx Bridge Wealth Group LLC 3.66% Add +0.7% 49,759 $25.4M
Pinnacle Wealth Management Advisory Group, LLC 2.38% Add +2.8% 49,751 $25.4M
Fullerton Fund Management Co Ltd. 0.89% Reduce -26.0% 49,739 $25.4M
Envestnet Portfolio Solutions, Inc. 0.08% Add +17.3% 49,721 $25.4M
Davidson Capital Management Inc. 6.66% Add +1.8% 49,505 $25.3M
Conservest Capital Advisors, Inc. 2.60% Reduce -1.8% 49,246 $25.2M
Arkadios Wealth Advisors 1.37% Add +0.0% 49,055 $25.1M
AtlasMark Financial, Inc 22.93% No change 48,800 $24.9M
Capstone Investment Advisors, LLC 0.32% Add +9.3% 48,753 $24.9M
Davies Financial Advisors, Inc. 21.08% Add +7.8% 48,453 $24.8M
OneDigital Investment Advisors LLC 0.28% Add +0.9% 46,953 $24.0M
Sachetta, LLC 9.47% Reduce -1.5% 46,951 $24.0M
Allspring Global Investments Holdings, LLC 0.04% Reduce -0.1% 47,028 $24.0M
United Capital Financial Advisors, LLC 0.20% Add +1.0% 46,844 $23.9M
Spinnaker Trust 1.50% Add +3.1% 46,666 $23.9M
Lowe Wealth Advisors, LLC 10.14% Reduce -1.4% 46,551 $23.8M
Burns J W & Co. Inc. 3.04% Reduce -0.0% 46,532 $23.8M
D'Orazio & Associates, Inc. 3.50% Reduce -2.1% 46,458 $23.8M
Nations Financial Group Inc, /Ia/ 1.73% Add +0.3% 46,372 $23.7M
Lepercq De Neuflize Asset Management LLC 16.96% — 46,278 $23.7M
Financial Life Planners 19.80% — 46,201 $23.6M
Parallel Advisors, LLC 0.53% Add +1.2% 46,090 $23.6M
AJ Advisors, LLC 12.21% Add +2.3% 46,020 $23.5M
Archer Investment Corp 6.29% Add +5.5% 45,980 $23.5M
Silverleafe Capital Partners, LLC 7.35% Add +16.8% 45,312 $23.2M
Invst, LLC 2.81% Reduce -5.1% 45,268 $23.1M
American Trust 1.76% Add +1669.0% 45,198 $23.1M
Commerce Bank 0.14% Add +2.4% 44,847 $22.9M
PKS Advisory Services, LLC 5.72% — 44,777 $22.9M
Peak Planning Group, LLC 9.53% Add +7.9% 44,746 $22.9M
Parisi Gray Wealth Management 7.25% Add +0.5% 44,627 $22.8M
Ellis Investment Partners, LLC 4.43% Reduce -3.4% 43,983 $22.5M
Principal Securities, Inc. 0.50% Add +2.1% 43,628 $22.3M
Eagle Global Advisors LLC 0.91% Add +0.9% 43,523 $22.3M
Washburn Capital Management, Inc. 13.75% Add +6.3% 43,435 $22.2M
Synovus Financial Corp. 0.28% Add +1.2% 43,291 $22.2M
TruWealth Advisors, LLC 1.33% Reduce -0.1% 43,194 $22.1M
HWG Holdings LP 7.23% Add +27.9% 43,183 $22.1M
Quantinno Capital Management LP 0.22% Reduce -2.6% 43,134 $22.1M
Arvest Bank Trust Division 1.33% Reduce -2.5% 43,086 $22.0M
KCM Investment Advisors LLC 0.76% Reduce -0.1% 43,052 $22.0M
111 Capital 4.61% — 42,948 $22.0M
Creekmur Asset Management LLC 5.01% Add +1.0% 42,758 $21.9M
WealthCare Investment Partners, LLC 9.53% Reduce -0.8% 42,802 $21.8M
KPP Advisory Services LLC 5.12% Add +4.2% 42,479 $21.7M
Crescent Grove Advisors, LLC 2.15% Add +8.7% 42,458 $21.7M
Myriad Asset Management US LP 14.54% — 42,432 $21.7M
Ameritas Investment Partners, Inc. 0.70% Add +1.3% 42,413 $21.7M
Hudock, Inc. 3.78% Reduce -0.6% 42,284 $21.6M
Pine Valley Investments Ltd Liability Co 1.40% Add +0.0% 41,831 $21.4M
Cedar Mountain Advisors, LLC 4.70% Reduce -0.2% 41,796 $21.4M
KilterHowling LLC 12.20% Add +0.7% 40,340 $21.3M
Quattro Financial Advisors LLC 5.51% Add +10.9% 40,049 $21.3M
Beacon Financial Planning, Inc. 12.37% Reduce -1.3% 41,554 $21.2M
Kovack Advisors, Inc. 2.08% Add +4.4% 41,516 $21.2M
Sanchez Wealth Management Group 5.80% Add +9.8% 41,513 $21.2M
Freestone Capital Holdings, LLC 0.73% Reduce -2.6% 41,400 $21.2M
Altfest L J & Co. Inc. 2.70% Reduce -0.5% 41,377 $21.2M
Blue Zone Wealth Advisors, LLC 6.09% Reduce -0.2% 41,296 $21.1M
Running Point Capital Advisors, LLC 7.23% Reduce -5.0% 41,281 $21.1M
Anchor Investment Management, LLC 1.96% Reduce -4.2% 41,075 $21.0M
Capital Advisors Wealth Management, LLC 3.73% Add +2.7% 41,031 $21.0M
EMC Capital Management 11.75% Add +86.9% 40,946 $20.9M
Asset Management Group, Inc. 3.70% Reduce -0.2% 40,706 $20.8M
Flputnam Investment Management Co. 0.38% Reduce -1.9% 40,675 $20.8M
Foster Victor Wealth Advisors, LLC 1.59% Add +8.9% 39,694 $20.7M
Penobscot Investment Management Company, Inc. 1.88% Reduce -0.3% 40,433 $20.7M
Christopher J. Hasenberg, Inc 8.16% Add +36.7% 39,590 $20.2M
Gladstone Institutional Advisory LLC 0.93% Add +30.2% 39,374 $20.1M
Janus Henderson Group PLC 0.01% New 39,275 $20.1M
Darrow Company, Inc. 11.64% Add +2.2% 39,273 $20.1M
Deutsche Bank AG 0.01% Reduce -2.5% 39,264 $20.1M
Asset Allocation Strategies LLC 4.82% Reduce -8.8% 37,927 $20.0M
Ballentine Partners, LLC 0.34% Reduce -0.5% 39,181 $20.0M
Garde Capital, Inc. 1.32% Reduce -2.2% 39,127 $20.0M
Magnolia Capital Management Ltd. 15.86% Reduce -2.5% 39,053 $20.0M
Platt Investment Counsel, LLC 19.02% Reduce -13.7% 38,982 $19.9M
Kaye Capital Management 9.03% Add +0.1% 38,945 $19.9M
Valeo Financial Advisors, LLC 0.55% Reduce -18.6% 38,678 $19.8M
CRA Financial Services, LLC 3.39% Add +1.9% 38,665 $19.8M
Retirement Planning Group, LLC 0.99% Reduce -11.3% 38,504 $19.7M
Savant Capital, LLC 0.15% Add +12.0% 38,465 $19.7M
RIA Advisory Group LLC 6.67% Add +213.1% 38,360 $19.6M
Brighton Jones LLC 0.57% Add +15.0% 38,348 $19.6M
Townsquare Capital LLC 0.22% Reduce -28.0% 38,313 $19.6M
Townsend Asset Management Corp. /NC/ 7.15% Reduce -1.0% 38,263 $19.6M
Private Wealth Partners, LLC 1.50% Add +4.1% 38,227 $19.5M
Westwood Holdings Group Inc. 0.15% Add +246.2% 38,218 $19.5M
Maridea Wealth Management LLC 6.29% — 38,189 $19.5M
Warwick Investment Management, Inc. 4.02% Reduce -22.3% 38,173 $19.5M
SAM Advisors, LLC 7.05% Reduce -0.7% 38,116 $19.5M
FineMark National Bank & Trust 0.68% Add +17.3% 38,022 $19.4M
GenWealth Group, Inc. 4.42% Add +2.9% 38,021 $19.4M
Prosperity Wealth Management, Inc. 8.01% Add +49.8% 38,013 $19.4M
LifeSteps Financial, Inc. 14.91% Reduce -0.6% 38,010 $19.4M
Schnieders Capital Management LLC 3.87% Reduce -0.0% 37,901 $19.4M
Robertson Stephens Wealth Management, LLC 0.69% Add +1.3% 37,880 $19.4M
Pilgrim Partners Asia Pte Ltd 16.85% — 37,870 $19.4M
Red Wave Investments LLC 6.77% Reduce -2.3% 37,830 $19.3M
Tidal Investments LLC 0.16% Reduce -10.1% 37,803 $19.3M
Summit Financial, LLC 0.67% Add +11.0% 37,607 $19.2M
Banco Santander, S.A. 0.23% Reduce -22.2% 37,520 $19.2M
Certuity, LLC 2.08% Reduce -12.0% 37,451 $19.1M
Vivid Wealth Management, LLC 9.69% Reduce -1.2% 37,425 $19.1M
Dumont & Blake Investment Advisors LLC 5.13% Reduce -1.5% 37,380 $19.1M
Farther Finance Advisors, LLC 0.69% Add +19.5% 37,261 $19.0M
Summit Wealth Partners, LLC 3.91% Reduce -3.5% 37,249 $19.0M
SOL Capital Management CO 2.12% Reduce -15.0% 37,225 $19.0M
Capital Management Associates, Inc 7.13% Reduce -1.1% 37,215 $19.0M
Lake Street Private Wealth, LLC 3.06% Reduce -1.2% 37,190 $19.0M
Edgestream Partners, L.P. 0.81% Reduce -42.9% 37,174 $19.0M
Stonegate Investment Group, LLC 0.51% Add +11.0% 37,166 $19.0M
Fermata Advisors, LLC 3.54% Reduce -10.7% 37,091 $19.0M
Trinity Wealth Management, LLC 8.55% Add +1.3% 36,968 $18.9M
Greenwich Wealth Management LLC 1.33% Reduce -1.4% 36,784 $18.8M
First United Bank & Trust 6.79% Reduce -3.3% 36,575 $18.7M
Kropog Financial Group, LLC 17.06% — 36,434 $18.6M
PFG Investments, LLC 1.15% Add +1.9% 36,180 $18.5M
Wealth Management Partners, LLC 7.97% Add +1.3% 36,141 $18.5M
Obermeyer Wealth Partners 0.96% Add +5.0% 36,071 $18.4M
Cornerstone Wealth Management, LLC 1.24% Reduce -2.3% 36,052 $18.4M
Truvestments Capital LLC 4.74% Add +1.0% 36,014 $18.4M
Ashton Thomas Private Wealth, LLC 0.72% Add +4.2% 36,011 $18.4M
Clear Creek Financial Management, LLC 1.99% Reduce -45.1% 36,002 $18.4M
Lauer Wealth, LLC 12.27% Add +22.3% 35,878 $18.3M
Activest Wealth Management 5.12% New 35,801 $18.3M
Foster Group, Inc. 0.70% Reduce -0.3% 35,793 $18.3M
Vicus Capital 1.62% Add +0.7% 35,723 $18.3M
Financial Advocates Investment Management 1.04% Add +9.9% 35,630 $18.2M
Cassaday & Co Wealth Management LLC 0.50% Reduce -2.7% 35,575 $18.2M
Evolution Wealth Advisors, LLC 3.04% Add +7.4% 35,548 $18.2M
FWG Holdings, LLC 8.71% Add +1.9% 35,035 $18.2M
Droms Strauss Advisors Inc. /Mo/ 5.91% Reduce -1.5% 35,418 $18.1M
Migdal Insurance & Financial Holdings Ltd. 0.26% Reduce -4.7% 35,351 $18.1M
Transcend Capital Advisors, LLC 1.30% Reduce -4.7% 35,332 $18.1M
Global Trust Asset Management, LLC 6.84% Add +0.3% 35,271 $18.0M
Coyle Financial Counsel LLC 5.70% Add +12.7% 35,218 $18.0M
Sovereign Financial Group, Inc. 4.13% Add +1.6% 35,195 $18.0M
Yeomans Consulting Group, Inc. 6.72% Reduce -16.6% 35,096 $17.9M
Cynosure Group, LLC 2.66% Add +20.4% 34,871 $17.8M
Stratos Wealth Advisors, LLC 0.85% Reduce -13.2% 34,656 $17.7M
Mission Wealth Management, LP 0.42% Add +8.2% 34,649 $17.7M
Family Capital Management, Inc. 10.67% Add +1.9% 34,567 $17.7M
Rwa Wealth Partners, LLC 0.22% Add +319.3% 34,510 $17.6M
Financial Enhancement Group LLC 2.69% New 34,868 $17.6M
Keybank National Association 0.07% Add +9.0% 34,355 $17.6M
First Horizon Advisors, Inc. 0.49% Add +3.5% 34,286 $17.5M
Chicago Partners Investment Group LLC 0.58% Add +0.2% 34,013 $17.5M
Consilio Wealth Advisors, LLC 7.17% Add +0.6% 34,274 $17.5M
Cerro Pacific Wealth Advisors LLC 5.75% Add +13.9% 35,610 $17.4M
jvl associates llc 6.57% Reduce -5.2% 33,908 $17.3M
Flagship Wealth Advisors, LLC 10.13% — 33,705 $17.2M
Bar Harbor Wealth Management 1.13% Reduce -0.1% 33,700 $17.2M
Evergreen Capital Management LLC 0.56% Reduce -9.2% 33,518 $17.1M
Gouws Capital LLC 11.74% Reduce -0.3% 33,490 $17.1M
Moneta Group Investment Advisors LLC 0.24% Add +9.3% 33,427 $17.1M
Spire Wealth Management 0.53% Add +5.2% 33,286 $17.0M
American Investment Services, Inc. 3.01% Add +0.2% 33,244 $17.0M
Tradition Wealth Management, LLC 1.49% Add +3.8% 33,165 $17.0M
Silver Oak Securities, Incorporated 1.57% Add +0.1% 32,826 $16.9M
Syntegra Private Wealth Group, LLC 1.91% Reduce -1.0% 33,071 $16.9M
Fox Financial, Inc 15.20% Reduce -20.2% 32,917 $16.8M
Triton Wealth Management, PLLC 8.60% Add +0.4% 33,024 $16.7M
Peninsula Wealth, LLC 2.83% Add +0.7% 32,533 $16.6M
Sheaff Brock Investment Advisors, LLC 1.45% Add +7.0% 32,511 $16.6M
Granite Harbor Advisors, Inc. 9.18% Add +7.3% 32,470 $16.6M
Planned Solutions, Inc. 6.76% Add +76.9% 32,360 $16.5M
WNY Asset Management, LLC 2.05% Add +166.9% 32,315 $16.5M
Strive Asset Management, LLC 12.35% — 32,237 $16.5M
Dimension Capital Management LLC 2.69% Add +0.2% 32,214 $16.5M
LGL Partners, LLC 2.38% Reduce -1.5% 32,083 $16.4M
Pine Harbor Wealth Management, LLC 6.60% Add +28.7% 32,066 $16.4M
Luken Investment Analytics, LLC 7.57% Reduce -1.1% 31,974 $16.3M
BostonPremier Wealth LLC 9.90% — 31,955 $16.3M
Strategic Wealth Investment Group, LLC 0.89% Add +97.5% 41,596 $16.2M
Edge Capital Group, LLC 0.72% Reduce -5.6% 30,259 $16.2M
Insigneo Advisory Services, LLC 1.67% Add +8.3% 31,577 $16.1M
Lee Financial Co 2.27% Reduce -0.2% 31,530 $16.1M
Garden State Investment Advisory Services LLC 4.96% Add +1.4% 31,418 $16.1M
Buska Wealth Management, LLC 5.12% Add +4.2% 31,282 $16.0M
Whittier Trust Co. 0.21% Reduce -0.7% 31,233 $16.0M
Founders Capital Management 10.07% Reduce -0.3% 31,118 $15.9M
Sound View Wealth Advisors Group, LLC 1.27% Add +0.4% 30,919 $15.8M
Founders Financial Securities LLC 1.42% Reduce -14.2% 30,890 $15.8M
Capital Advisory Group Advisory Services, LLC 5.66% Reduce -4.2% 30,843 $15.8M
Moloney Securities Asset Management, LLC 2.12% Reduce -30.3% 30,770 $15.7M
Golden State Wealth Management, LLC 2.34% — 30,501 $15.6M
Blue Sky Capital Consultants Group, Inc. 9.36% — 30,498 $15.6M
LM Advisors LLC 2.81% Reduce -0.4% 30,497 $15.6M
Elevation Capital Advisory, LLC 6.67% Add +149.8% 30,455 $15.6M
Continuum Advisory, LLC 1.99% Add +1.1% 30,400 $15.5M
Carbahal Olsen Financial Services Group, LLC 14.32% — 30,367 $15.5M
JT Stratford LLC 2.56% Add +1.2% 30,304 $15.5M
Avondale Wealth Management 9.93% Reduce -0.9% 30,301 $15.5M
Westside Investment Management, Inc. 3.26% Reduce -1.0% 30,279 $15.5M
Dale Q Rice Investment Management Ltd 6.80% — 30,254 $15.5M
Pacific Financial Group Inc. 11.43% Reduce -3.5% 30,143 $15.4M
Antonelli Financial Advisors, LLC 13.01% — 30,114 $15.4M
Intrust Bank NA 1.56% Add +1.6% 30,111 $15.4M
Capital Advisors, Ltd. LLC 1.94% Add +2.4% 30,102 $15.4M
Global Wealth Management Investment Advisory, Inc. 3.17% Add +1.9% 30,029 $15.4M
National Philanthropic Trust 0.22% Add +3.3% 30,025 $15.3M
Eldridge Investment Advisors, Inc. 3.56% Reduce -0.8% 29,977 $15.3M
Seaview Investment Managers LLC 4.24% Add +52.3% 29,966 $15.3M
Natixis Advisors, LLC 0.03% Add +8.6% 29,939 $15.3M
TAP Consulting, LLC 3.13% Add +12.0% 29,919 $15.3M
Mattern Wealth Management LLC 3.37% Add +2.5% 29,892 $15.3M
Discovery Value Fund 8.76% No change 29,840 $15.3M
Adaptive Financial Consulting, LLC 6.31% Reduce -0.6% 29,778 $15.2M
Simmons Bank 1.11% Reduce -1.2% 29,744 $15.2M
Raelipskie Partnership 7.55% Reduce -3.5% 29,742 $15.2M
Spectrum Wealth Advisory Group, LLC 7.16% Reduce -6.3% 29,723 $15.2M
DT Investment Partners, LLC 1.29% Reduce -2.3% 29,717 $15.2M
Tiaa Trust, National Association 0.05% Add +2.7% 29,698 $15.2M
Mechanics Bank Trust Department 2.02% Reduce -1.1% 29,662 $15.2M
Monument Capital Management 4.18% Reduce -1.9% 29,647 $15.2M
Rathbones Group PLC 0.07% Reduce -1.7% 29,443 $15.1M
Peterson Wealth Management 8.95% Add +2.9% 29,427 $15.0M
Silvercrest Asset Management Group LLC 0.10% Reduce -3.3% 29,366 $15.0M
Anfield Capital Management, LLC 5.44% Add +1.0% 29,324 $15.0M
Systelligence, LLC 3.70% Add +14.4% 29,307 $15.0M
Ausdal Financial Partners, Inc. 1.29% Add +9.1% 29,215 $14.9M
Koshinski Asset Management, Inc. 1.28% Reduce -3.2% 29,177 $14.9M
Traction Financial Partners, LLC 11.59% Add +2.4% 29,163 $14.9M
Richmond Investment Services, LLC 8.37% — 29,163 $14.9M
Park Avenue Securities LLC 0.15% Add +34.4% 29,034 $14.8M
SeaCrest Wealth Management, LLC 1.56% Add +3.4% 28,939 $14.8M
Geller Advisors LLC 0.96% Add +7.2% 28,720 $14.7M
KFG Wealth Management, LLC 2.74% Reduce -9.4% 28,705 $14.7M
Mesirow Financial Investment Management, Inc. 0.29% Add +6.1% 28,677 $14.7M
Acorn Financial Advisory Services Inc. 2.41% Add +1.4% 29,237 $14.6M
Gerber Kawasaki Wealth & Investment Management 0.63% Add +9.0% 28,409 $14.5M
Assetmark, Inc. 0.04% Add +5.6% 28,374 $14.5M
Principal Financial Group Inc. 0.01% Add +46.2% 28,369 $14.5M
Lindbrook Capital, LLC 1.31% Reduce -1.6% 28,295 $14.5M
E&G Advisors, LLC 3.92% Add +1.3% 28,228 $14.4M
Erickson Financial Group, LLC 10.25% Add +0.8% 28,154 $14.4M
Fischer Financial Services, Inc. 4.53% — 28,114 $14.4M
Equitable Trust Co. 0.80% Add +0.4% 28,106 $14.4M
Coastline Trust Co 1.68% Add +13.8% 28,084 $14.4M
MGB Wealth Management, LLC 4.45% Add +9.0% 27,991 $14.3M
JB Capital LLC 0.80% Add +3.2% 27,963 $14.3M
Chaney Capital Management, Inc. 6.75% Reduce -0.9% 27,908 $14.3M
StoneX Group Inc. 0.79% Add +4.2% 27,899 $14.3M
Union Bancaire Privee, UBP SA 0.26% — 28,296 $14.2M
Winch Advisory Services, LLC 3.69% Reduce -20.5% 27,787 $14.2M
Strategent Financial, LLC 14.06% — 27,690 $14.2M
Signature Estate & Investment Advisors LLC 0.35% Reduce -0.2% 27,637 $14.1M
Leo Wealth, LLC 1.26% Reduce -0.8% 27,402 $14.0M
Flagstar Securities, Inc. 3.46% Add +3.1% 27,139 $13.9M
LJI Wealth Management, LLC 2.73% Reduce -7.9% 27,106 $13.9M
Bensler, LLC 1.64% Add +6.1% 27,018 $13.8M
Financial Guidance Group, Inc. 7.56% Add +3.5% 26,996 $13.8M
Lighthouse Wealth Management Inc. 12.57% — 26,848 $13.7M
AlTi Global, Inc. 0.33% Add +18.0% 26,499 $13.7M
David J Yvars Group 8.35% Add +4.3% 26,773 $13.7M
Seros Financial, LLC 12.29% — 28,489 $13.6M
Financial Freedom, LLC 7.18% Reduce -1.3% 26,654 $13.6M
EHP Funds Inc. 14.03% Add +50.3% 26,600 $13.6M
Bison Wealth, LLC 2.99% Reduce -5.8% 26,524 $13.6M
CV Advisors LLC 4.72% Add +8.4% 26,572 $13.6M
LPF Advisors LLC 11.32% Add +3.9% 26,482 $13.5M
Focus Partners Advisor Solutions, LLC 0.23% Add +90.6% 26,439 $13.5M
Bernardo Wealth Planning LLC 3.23% Add +0.1% 26,608 $13.5M
Mgo One Seven LLC 0.52% Reduce -5.5% 26,362 $13.5M
Proathlete Wealth Management LLC 5.07% Add +8.3% 26,325 $13.5M
Outlook Wealth Advisors, LLC 3.85% Reduce -1.2% 26,212 $13.4M
Holderness Investments Co. 2.95% Reduce -1.3% 26,190 $13.4M
Turim 21 Investimentos Ltda. 3.49% Reduce -18.6% 25,621 $13.4M
Finley Financial, LLC 6.92% — 25,728 $13.3M
CENTRAL TRUST Co 0.33% Add +14.5% 25,965 $13.3M
Legend Financial Advisors, Inc. 9.37% Add +0.3% 25,964 $13.3M
Smith Shellnut Wilson LLC 5.85% Add +4.7% 25,842 $13.2M
Benin Management CORP 3.64% Reduce -3.3% 25,800 $13.2M
Trek Financial, LLC 0.98% Add +17.3% 25,773 $13.2M
Guerra Advisors Inc 7.30% — 25,772 $13.2M
Sunbelt Securities, Inc. 1.16% Add +49.5% 25,547 $13.2M
Financial Engines Advisors L.L.C. 0.03% Reduce -1.6% 25,748 $13.2M
Smith, Moore & Co. 1.20% Add +1.0% 25,625 $13.1M
Joel Isaacson & Co., LLC 0.59% Add +6.5% 25,589 $13.1M
WJ Wealth Management, LLC 4.47% Reduce -12.7% 25,412 $13.0M
Vishria Bird Financial Group, LLC 4.53% Reduce -0.6% 25,311 $12.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.05% Add +38.4% 25,173 $12.9M
Iams Wealth Management, LLC 5.90% Add +9.5% 25,184 $12.9M
FF Advisors,LLC 8.81% Reduce -12.4% 24,171 $12.8M
GeoWealth Management, LLC 0.42% Reduce -23.3% 25,022 $12.8M
Calton & Associates, Inc. 5.65% Reduce -13.5% 24,990 $12.8M
Garner Asset Management Corp 5.81% Add +5.5% 24,939 $12.8M
Louisiana State Employees Retirement System 0.24% Reduce -31.8% 24,900 $12.7M
Claro Advisors Inc. 1.72% Add +1.6% 24,873 $12.7M
Compound Planning, Inc. 0.64% Add +26.1% 24,767 $12.7M
Corsair Capital Management, L.P. 2.72% Add +2.9% 24,685 $12.6M
Oxford Wealth Group, LLC 8.12% Add +233.8% 24,562 $12.6M
Gerber, LLC 9.12% Reduce -1.6% 24,482 $12.5M
Boston Financial Mangement LLC 0.38% Add +42.8% 24,446 $12.5M
Y.D. More Investments Ltd 1.12% Add +23.8% 24,350 $12.4M
Sheets Smith Wealth Management 1.52% Reduce -0.6% 24,332 $12.4M
O'shaughnessy Asset Management, LLC 0.11% Reduce -3.1% 24,291 $12.4M
Vista Cima Wealth Management LLC 12.89% — 24,264 $12.4M
Olde Wealth Management, LLC 4.41% Reduce -3.8% 24,164 $12.4M
Choate Investment Advisors 0.30% Add +0.1% 24,137 $12.3M
Tepp RIA, LLC 18.25% — 24,125 $12.3M
Grandview Asset Management LLC 4.51% Add +22.5% 24,011 $12.3M
WealthBridge Capital Management, LLC 3.41% Add +8.2% 24,004 $12.3M
Atlas Private Wealth Advisors 1.74% Reduce -1.0% 23,983 $12.3M
POM Investment Strategies, LLC 9.22% Add +0.5% 23,936 $12.2M
Bison Wealth, LLC 1.50% — 23,936 $12.2M
Pettyjohn, Wood & White, Inc. 2.23% Reduce -1.1% 23,834 $12.2M
Coldstream Capital Management Inc. 0.26% Add +1.0% 23,792 $12.2M
HMS Capital Management, LLC 5.87% Reduce -2.7% 23,762 $12.1M
Moors & Cabot, Inc. 0.58% Add +2.9% 23,717 $12.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.33% Add +13.7% 23,642 $12.1M
Private Advisory Group LLC 1.35% Add +21.1% 23,628 $12.1M
Sykon Capital LLC 4.14% Add +82.1% 23,516 $12.0M
Roof Eidam Maycock Peralta, LLC 3.09% Reduce -1.4% 23,427 $12.0M
Crestwood Advisors Group, LLC 0.22% Add +5.6% 23,382 $12.0M
Integral Investment Advisors, Inc. 3.87% Reduce -1.4% 23,369 $11.9M
Little Harbor Advisors, LLC 7.05% Add +24.2% 23,339 $11.9M
Pinnacle Financial Partners Inc 0.24% Add +16.7% 23,400 $11.9M
Verus Capital Partners, LLC 1.13% Add +1.2% 23,104 $11.8M
Proficio Capital Partners LLC 0.96% Add +3.1% 23,065 $11.8M
Bay Capital Advisors, LLC 9.44% — 22,951 $11.7M
Carnegie Investment Counsel 0.34% Reduce -0.5% 22,936 $11.7M
Soltis Investment Advisors LLC 1.09% Reduce -6.5% 22,928 $11.7M
Bogart Wealth, LLC 0.55% Add +1.7% 22,840 $11.7M
Glenmede Trust Co. NA 0.06% Reduce -22.7% 22,783 $11.6M
Summit Global Investments 0.73% Reduce -13.4% 22,761 $11.6M
KM Capital Management Ltd. 6.02% Reduce -4.6% 22,740 $11.6M
Strategic Wealth Partners, Ltd. 0.96% Reduce -1.4% 21,685 $11.6M
Rehmann Capital Advisory Group 0.73% Reduce -3.9% 22,685 $11.6M
Fifth Third Bancorp 0.04% Reduce -3.4% 22,678 $11.6M
White Wing Wealth Management 8.61% Add +3.2% 22,661 $11.6M
Next Capital Management LLC 4.75% Reduce -4.3% 22,604 $11.6M
Central Pacific Bank - Trust Division 1.58% Add +11.4% 22,602 $11.6M
JSF Financial, LLC 3.08% Reduce -1.6% 22,518 $11.5M
DAVENPORT & Co LLC 0.07% Add +1.9% 22,468 $11.5M
Florida Financial Advisors, LLC 5.12% Add +8.6% 22,402 $11.5M
Alpha Cubed Investments, LLC 0.52% Add +2.9% 22,378 $11.4M
BCGM Wealth Management, LLC 3.63% Add +1.1% 22,365 $11.4M
Haverford Trust Co 0.11% Add +1.8% 22,315 $11.4M
Integrity Financial Corp 6.55% Add +1.9% 22,287 $11.4M
Trivium Point Advisory, LLC 1.43% Reduce -4.3% 22,230 $11.4M
Mather Group, Llc. 0.15% Reduce -2.5% 22,162 $11.3M
Dohj, LLC 2.61% Add +314.9% 22,124 $11.3M
Keystone Wealth Services, LLC 2.99% Add +15.4% 22,118 $11.3M
Norris Financial Group, LLC 5.31% Reduce -34.2% 22,098 $11.3M
ETF Portfolio Partners, Inc. 3.39% Add +105.9% 22,089 $11.3M
Baron Financial Group, LLC 7.00% Reduce -2.1% 22,075 $11.3M
Sigma Investment Counselors Inc. 0.66% Add +4.2% 22,049 $11.3M
Fortis Group Advisors, LLC 2.10% Add +20.2% 22,035 $11.3M
Nuveen Asset Management, LLC 0.00% New 22,000 $11.2M
RDA Financial Network 3.28% Add +4.1% 21,994 $11.2M
Chatham Capital Group, Inc. 1.85% Reduce -1.6% 21,959 $11.2M
Jump Financial, LLC 0.24% Reduce -93.3% 21,950 $11.2M
Cypress Capital Group 1.36% Reduce -7.2% 21,700 $11.1M
Powell Investment Advisors, LLC 5.14% Add +0.4% 21,700 $11.1M
HFG Advisors, Inc. 9.70% Add +1.9% 21,692 $11.1M
Buck Wealth Strategies, LLC 2.30% Add +68.3% 21,675 $11.1M
Pacific Wealth Strategies Group, Inc. 7.71% Add +0.8% 21,617 $11.1M
Hazlett, Burt & Watson, Inc. 4.89% Add +3.1% 21,561 $11.1M
Prosperitas Financial LLC 5.59% Add +2.3% 21,614 $11.0M
Telos Capital Management, Inc. 1.18% Add +0.3% 21,593 $11.0M
Agf Management Ltd. 0.06% Add +15.4% 21,560 $11.0M
Alpha Zero LLC 8.39% — 21,502 $11.0M
Cannon Advisors, Inc. 9.32% Add +0.4% 21,451 $11.0M
JP Wealth Management, Inc. 8.05% — 21,438 $11.0M
Everett Harris & Co. 0.14% No change 21,435 $11.0M
Three Bridge Wealth Advisors, LLC 3.82% Add +16.0% 21,368 $10.9M
Blue Square Asset Management, LLC 5.44% Add +2.0% 21,352 $10.9M
Schear Investment Advisers, LLC 5.78% Add +201.5% 21,247 $10.9M
AdvisorNet Financial, Inc 0.91% Add +6.9% 21,150 $10.8M
NorthRock Partners, LLC 0.35% Reduce -6.0% 21,128 $10.8M
Pinnacle Family Advisors, LLC 5.20% Add +109.5% 20,994 $10.7M
HUB Investment Partners, LLC 0.45% Add +5.9% 20,962 $10.7M
Vantage Financial Partners, LLC 2.68% Add +8.5% 20,919 $10.7M
Solano Wealth Investment Advisors LLC 6.42% — 20,897 $10.7M
Main Street Financial Solutions, LLC 1.05% Add +1.7% 20,866 $10.7M
World Equity Group, Inc. 2.28% Add +15.7% 20,818 $10.6M
RVW Wealth, LLC 0.99% Reduce -2.3% 20,723 $10.6M
Lansing Street Advisors 3.68% Add +23.2% 20,638 $10.6M
Rye Brook Capital LLC 12.60% Add +0.2% 20,550 $10.5M
Curtis Advisory Group, LLC 2.78% Add +2.7% 20,536 $10.5M
Institute for Wealth Management, LLC. 1.32% Reduce -4.3% 20,508 $10.5M
McIlrath & Eck, LLC 1.33% Add +1.0% 20,420 $10.4M
Albion Financial Group 0.71% Reduce -5.8% 20,311 $10.4M
North Star Investment Management Corp. 0.72% Add +1.2% 20,305 $10.4M
Capital Investment Counsel, LLC 1.73% Reduce -0.3% 20,275 $10.4M
Lake Street Advisors Group, LLC 0.48% Add +2.5% 20,250 $10.4M
Tudor Investment Corporation 0.11% Reduce -79.5% 20,208 $10.3M
Isomer Partners LP 13.88% New 20,000 $10.3M
Cresta Advisors, Ltd. 5.39% No change 21,120 $10.3M
WR Wealth Planners, LLC 3.31% Reduce -20.8% 20,163 $10.3M
Ramiah Investment Group 9.38% Reduce -4.4% 20,155 $10.3M
Alliance Wealth Advisors, LLC 5.90% Add +2.6% 20,141 $10.3M
Family Office Research LLC 4.48% — 19,969 $10.2M
Novak & Powell Financial Services, Inc. 6.08% Add +0.7% 19,960 $10.2M
Drake & Associates, LLC 2.90% Add +1.6% 19,509 $10.2M
Owen LaRue, LLC 5.33% Add +2.1% 19,947 $10.2M
TrueWealth Advisors, LLC 3.40% Add +7.1% 19,899 $10.2M
Tennessee Valley Asset Management Partners 1.70% Reduce -4.8% 19,816 $10.1M
Sentinel Trust Co. Lba 1.16% No change 19,802 $10.1M
Concentrum Wealth Management 3.56% Add +4.6% 19,792 $10.1M
Headlands Technologies LLC 1.02% New 19,791 $10.1M
Luxor Capital Group, LP 1.32% New 19,775 $10.1M
Leavell Investment Management, Inc. 0.49% Add +3.3% 19,754 $10.1M
Berkeley Capital Partners, LLC 2.80% New 19,696 $10.1M
Caldwell Trust Co 1.05% Reduce -3.0% 19,667 $10.1M
Cary Street Partners Financial LLC 0.33% — 19,662 $10.1M
WCG Wealth Advisors LLC 0.66% Reduce -2.2% 19,649 $10.0M
Fischer Investment Strategies, LLC 7.97% Reduce -11.9% 19,627 $10.0M
Hilltop Holdings Inc. 0.63% Reduce -3.1% 19,590 $10.0M
Marcum Wealth, LLC 0.87% Add +3.2% 19,566 $10.0M
Avior Wealth Management, LLC 0.36% Add +30.3% 19,484 $10.0M
Private Trust Co. NA 1.02% Add +1.7% 19,446 $9.9M
Financial Insights, Inc. 3.84% Add +2.8% 19,432 $9.9M
Vanguard Group Inc. 0.00% Add +2.9% 19,421 $9.9M
Interactive Financial Advisors, Inc. 5.19% Add +5.2% 19,362 $9.9M
Plotkin Financial Advisors, LLC 5.87% Add +2.1% 19,347 $9.9M
Bristlecone Advisors, LLC 0.77% Reduce -1.1% 19,299 $9.9M
Berger Financial Group, Inc 0.68% Add +2.5% 19,274 $9.9M
Nadler Financial Group, Inc. 1.03% Add +0.0% 19,193 $9.8M
Crewe Advisors LLC 1.34% Add +0.5% 19,054 $9.7M
Seneca House Advisors 3.87% Reduce -0.6% 19,045 $9.7M
Wesbanco Bank Inc. 0.33% Reduce -14.3% 19,037 $9.7M
CWS Financial Advisors, LLC 3.15% Add +399.6% 19,023 $9.7M
Fortress Financial Solutions, LLC 13.83% — 18,971 $9.7M
Retirement Planning Group, LLC / NY 10.66% — 18,952 $9.7M
Concorde Asset Management, LLC 5.05% Add +0.5% 18,939 $9.7M
Pathstone Holdings, LLC 0.04% Reduce -73.8% 18,890 $9.7M
Legacy Advisors, LLC 0.94% Add +12.5% 18,883 $9.7M
Lighthouse Financial LLC 7.83% — 18,870 $9.6M
Daymark Wealth Partners, LLC 0.41% Add +10.2% 18,803 $9.6M
NWF Advisory Services Inc. 1.41% Reduce -2.6% 18,784 $9.6M
Aveo Capital Partners, LLC 1.05% Add +268.5% 18,782 $9.6M
HBK Sorce Advisory LLC 0.29% Add +1.5% 18,775 $9.6M
Banque Pictet & Cie SA 0.09% Reduce -0.4% 18,767 $9.6M
Scissortail Wealth Management, LLC 2.45% Add +2185.5% 18,741 $9.6M
First Nebraska Trust Co 0.92% Add +1.5% 18,633 $9.5M
Foresight Capital Management Advisors, Inc. 5.57% Reduce -9.1% 18,592 $9.5M
Thor Trading Advisors, LLC 8.58% — 18,574 $9.5M
Ulland Investment Advisors, LLC 6.54% Add +1.8% 18,536 $9.5M
Jackson Wealth Management, LLC 1.07% Add +15.8% 18,519 $9.5M
Creative Financial Designs Inc. 0.77% Add +6.3% 18,514 $9.5M
WealthPLAN Partners, LLC 1.34% Reduce -0.2% 18,450 $9.4M
Absolute Capital Management, LLC 5.21% Add +5.7% 18,430 $9.4M
Investor's Fiduciary Advisor Network, LLC 3.60% — 18,408 $9.4M
Howard Financial Services, LTD. 1.27% Add +5.6% 18,329 $9.4M
Evoke Wealth, LLC 0.26% Reduce -6.0% 18,295 $9.4M
New England Private Wealth Advisors LLC 1.48% Add +6.3% 18,275 $9.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.96% — 18,200 $9.3M
Capital Investment Advisory Services, LLC 0.89% Add +10.5% 18,189 $9.3M
WPG Advisers, LLC 8.63% — 18,168 $9.3M
Ridgepath Capital Management LLC 4.28% Reduce -38.6% 18,164 $9.3M
Black Swift Group, LLC 1.96% Add +261.0% 18,049 $9.2M
Vident Advisory, LLC 0.16% Add +160.6% 18,033 $9.2M
Peak Asset Management, LLC 1.70% Add +2.0% 17,945 $9.2M
Tandem Wealth Advisors LLC 4.67% Reduce -9.3% 17,913 $9.2M
GWN Securities Inc. 2.45% — 17,309 $9.2M
Keystone Financial Group 0.90% Add +1.3% 17,898 $9.1M
Relyea Zuckerberg Hanson LLC 1.23% Add +5.1% 17,857 $9.1M
Rainey & Randall Wealth Advisors Inc. 1.81% Add +4.4% 17,838 $9.1M
Jacksonville Wealth Management, LLC 8.51% — 17,838 $9.1M
Strategic Blueprint, LLC 0.54% Add +4.0% 17,816 $9.1M
Empower Advisory Group, LLC 0.03% Add +1.5% 17,793 $9.1M
Nikulski Financial, Inc. 2.67% Reduce -6.7% 17,762 $9.1M
Tsfg, LLC 1.86% Add +16.0% 17,756 $9.1M
JTC Employer Solutions Trustee Ltd 0.64% No change 17,599 $9.1M
Fairway Wealth LLC 4.09% Add +51.4% 17,744 $9.1M
Quadcap Wealth Management, LLC 1.33% Add +28.8% 17,692 $9.0M
Genesee Capital Advisors, LLC 4.20% Reduce -23.8% 17,661 $9.0M
Madison Wealth Partners, Inc 2.52% Reduce -6.3% 17,636 $9.0M
Diversify Wealth Management, LLC 0.70% Add +206.9% 17,750 $9.0M
Bradley Foster & Sargent Inc. 0.15% Reduce -2.1% 17,560 $9.0M
Bollard Group LLC 0.25% Add +0.3% 17,496 $8.9M
NewEdge Wealth, LLC 0.15% Add +29.8% 17,439 $8.9M
Richard W. Paul & Associates, LLC 3.25% Reduce -1.7% 17,437 $8.9M
O'Connor Financial Group LLC 4.65% Add +1.9% 17,389 $8.9M
CFM Wealth Partners LLC 1.49% Add +0.7% 17,334 $8.9M
SOA Wealth Advisors, LLC. 1.63% Reduce -0.2% 17,332 $8.9M
Alexis Investment Partners, LLC 4.33% — 17,224 $8.9M
Sovran Advisors, LLC 1.26% — 17,469 $8.8M
MTM Financial Group, LLC 5.27% Add +0.9% 17,404 $8.8M
Capital Advisors Inc. 0.18% Add +66.0% 17,216 $8.8M
Perennial Investment Advisors, LLC 1.04% Add +2.2% 17,209 $8.8M
Spectrum Strategic Capital Management, LLC 5.54% Reduce -3.0% 17,198 $8.8M
Highline Wealth Partners LLC 2.86% Reduce -0.5% 17,139 $8.8M
Exencial Wealth Advisors, LLC 0.32% Reduce -1.7% 17,137 $8.8M
Hilton Capital Management, LLC 0.76% No change 17,110 $8.7M
Ancora Advisors LLC 0.20% Add +9.8% 17,098 $8.7M
Glen Eagle Advisors, LLC 1.45% Reduce -1.0% 17,093 $8.7M
Surience Private Wealth LLC 11.25% Reduce -33.7% 17,044 $8.7M
Verde Capital Management 2.45% Reduce -3.1% 16,997 $8.7M
SVB Wealth LLC 0.16% New 16,989 $8.7M
Masso Torrence Wealth Management Inc. 4.56% Reduce -2.3% 16,983 $8.7M
Guardian Wealth Advisors, LLC 5.55% Reduce -1.9% 16,937 $8.7M
Mystic Asset Management, Inc. 2.32% Reduce -2.0% 16,922 $8.7M
Watershed Private Wealth LLC 3.37% Reduce -2.5% 16,898 $8.6M
Avestar Capital, LLC 0.78% Add +3.3% 16,819 $8.6M
First National Corp. /Ma/ 1.94% Reduce -1.0% 16,763 $8.6M
Vision Financial Markets LLC 9.24% — 16,745 $8.6M
Mission Hills Financial Advisory, LLC 6.64% Add +11.5% 16,743 $8.6M
High Note Wealth, LLC 2.21% Add +10.7% 16,605 $8.5M
Clearstead Advisors, LLC 0.13% Reduce -11.1% 16,545 $8.5M
Destiny Capital Corp 5.13% Add +2.7% 16,539 $8.5M
FFT Wealth Management LLC 0.64% Add +8.0% 16,495 $8.4M
Traynor Capital Management, Inc. 0.65% Add +1.1% 16,467 $8.4M
Darwin Wealth Management, LLC 2.82% Reduce -29.6% 16,432 $8.4M
Griffin Asset Management, Inc. 0.98% Add +0.7% 16,350 $8.4M
Sanctuary Wealth Management, L.L.C. 5.52% Add +90.4% 16,317 $8.3M
Destination Wealth Management 0.26% Reduce -3.9% 16,303 $8.3M
MMBG Investment Advisors Co. 0.88% Reduce -9.8% 16,250 $8.3M
Lion Street Advisors, LLC 2.64% Reduce -1.8% 16,179 $8.3M
Warner Financial, Inc. 3.55% Reduce -0.7% 16,145 $8.3M
Arcataur Capital Management LLC 2.77% Reduce -0.5% 16,090 $8.2M
Prism Advisors, Inc. 2.46% Reduce -6.9% 16,029 $8.2M
Sandy Cove Advisors, LLC 3.22% Add +8.9% 16,015 $8.2M
Chemung Canal Trust Co. 1.69% Add +0.3% 15,867 $8.1M
Runnymede Capital Advisors, Inc. 7.08% — 15,853 $8.1M
Clare Market Investments LLC 1.92% Add +2.7% 15,838 $8.1M
StrongBox Wealth, LLC 3.43% Reduce -6.3% 15,836 $8.1M
Capital Investment Advisors, LLC 0.16% Add +20.2% 15,777 $8.1M
Latko Wealth Management, Ltd. 4.77% Reduce -2.9% 15,746 $8.1M
Destiny Wealth Partners, LLC 1.31% Add +18.0% 15,744 $8.0M
Latitude Advisors, LLC 4.53% Add +27.5% 15,729 $8.0M
MorganRosel Wealth Management, LLC 2.63% Add +3029.8% 15,649 $8.0M
Chicago Wealth Management, Inc. 4.14% Add +4.8% 15,607 $8.0M
NFSG Corp 2.04% Add +8.5% 15,565 $8.0M
Strategic Financial Concepts, LLC 1.52% Add +81.2% 15,548 $7.9M
Capital Wealth Planning, LLC 0.07% Reduce -35.2% 15,546 $7.9M
Rezny Wealth Management, Inc. 1.95% Add +43.8% 15,538 $7.9M
American State Bank (Iowa) 4.76% No change 15,453 $7.9M
Pachira Investments Inc. 4.83% Add +9.5% 15,316 $7.9M
Per Stirling Capital Management, LLC. 1.12% Reduce -0.8% 15,419 $7.9M
Empirical Finance, LLC 0.46% Add +6.0% 15,419 $7.9M
Granite Bay Wealth Management, LLC 2.92% Reduce -7.8% 15,408 $7.9M
1 North Wealth Services LLC 3.33% — 15,400 $7.9M
Arcus Capital Partners, LLC 2.49% New 17,730 $7.9M
Dogwood Wealth Management LLC 4.16% Add +14.6% 15,389 $7.9M
My Personal CFO, LLC 4.03% Reduce -2.0% 15,376 $7.9M
Cullen/Frost Bankers, Inc. 0.11% Add +9.9% 15,376 $7.9M
Fingerlakes Wealth Management, Inc. 6.34% Reduce -0.5% 15,374 $7.9M
WealthTrust Asset Management, LLC 5.64% Reduce -3.3% 15,353 $7.8M
Associated Banc-Corp 0.24% Add +6.4% 15,343 $7.8M
Virtue Capital Management, LLC 1.58% Reduce -60.1% 15,332 $7.8M
Pure Financial Advisors, LLC 0.18% Add +0.2% 15,329 $7.8M
Trademark Financial Management, LLC 6.22% Add +1.5% 15,319 $7.8M
Bank of Hawaii 0.43% Add +4.0% 15,273 $7.8M
M1 Capital Management LLC 4.21% — 15,262 $7.8M
Tower Research Capital LLC (TRC) 0.15% Reduce -97.5% 15,218 $7.8M
SMART Wealth LLC 2.77% Add +96.1% 15,217 $7.8M
Canandaigua National Bank & Trust Co. 0.77% Add +0.2% 15,165 $7.8M
TKG Advisors, LLC 3.56% Add +2.2% 14,570 $7.7M
Pettinga Financial Advisors LLC 1.74% Reduce -2.7% 15,057 $7.7M
Pallas Capital Advisors LLC 0.33% Add +0.2% 14,980 $7.7M
Baer Investment Advisory LLC 8.26% — 4,192 $7.7M
Davidson Kahn Capital Management, LLC 7.10% — 14,971 $7.7M
Wedmont Private Capital 0.40% Reduce -20.0% 15,086 $7.7M
Martin Capital Advisors, LLP 4.91% Add +1.0% 14,902 $7.6M
Vienna Asset Management LLC 5.13% Add +3.4% 14,824 $7.6M
SPC Financial, Inc. 0.66% Reduce -4.0% 14,810 $7.6M
Ameliora Wealth Management Ltd. 2.84% Add +107.3% 14,800 $7.6M
Mfa Wealth Advisors, LLC 1.94% Reduce -5.5% 14,796 $7.6M
Rareview Capital LLC 5.47% Reduce -9.3% 15,480 $7.6M
Finivi Inc. 6.00% Reduce -4.2% 14,698 $7.5M
Lazard Asset Management LLC 0.01% Reduce -1.7% 14,638 $7.5M
Monterey Private Wealth, Inc. 2.47% Add +5.7% 14,633 $7.5M
EdgeRock Capital LLC 4.90% Reduce -6.0% 14,631 $7.5M
Retirement Income Solutions, Inc. 1.51% Reduce -3.6% 14,628 $7.5M
Capstone Wealth Management Group, LLC 4.00% Add +7.8% 14,603 $7.5M
Sage Rhino Capital LLC 1.63% Add +3165.1% 14,595 $7.5M
Brown Brothers Harriman & Co. 0.05% Add +34.3% 14,592 $7.5M
Petix & Botte Co 1.96% Reduce -0.4% 14,568 $7.4M
Main Street Group, LTD 3.11% Add +2.0% 14,506 $7.4M
Carr Financial Group Corp 2.33% Add +0.7% 14,492 $7.4M
Good Life Advisors, LLC 0.54% Reduce -71.1% 14,474 $7.4M
New Wave Wealth Advisors LLC 3.03% Reduce -10.9% 14,463 $7.4M
Councilor Wealth, LLC 3.52% Reduce -4.6% 14,459 $7.4M
Madrid Financial Services 5.85% — 14,421 $7.4M
Gill Capital Partners, LLC 2.64% Add +11.3% 14,406 $7.4M
Fiduciary Alliance LLC 0.74% Add +9.6% 14,342 $7.3M
Advisory Resource Group 1.55% Reduce -0.9% 14,320 $7.3M
CMG Global Holdings, LLC 4.03% Add +0.5% 13,742 $7.3M
Sandbox Financial Partners, LLC 2.42% Add +8.6% 14,189 $7.3M
M3 Advisory Group, LLC 5.18% Add +0.1% 14,164 $7.2M
AllGen Financial Advisors, Inc. 2.42% Reduce -3.3% 14,124 $7.2M
Leslie Global Wealth, LLC 3.35% Add +34.5% 14,107 $7.2M
Cozad Asset Management Inc. 0.67% Reduce -1.0% 14,100 $7.2M
Nabity-Jensen Investment Management Inc 5.42% Add +2.3% 14,047 $7.2M
Fidelis Capital Partners, LLC 0.72% Add +143.9% 13,845 $7.2M
Somerset Group LLC 6.54% Add +2.1% 13,996 $7.2M
Flagship Private Wealth, LLC 3.44% Add +15.0% 13,987 $7.2M
Sage Mountain Advisors LLC 0.52% Add +16.7% 13,987 $7.2M
Eaton Financial Holdings Company, LLC 2.74% Reduce -2.4% 13,935 $7.1M
Tempus Wealth Planning, LLC 2.17% Add +58.0% 13,922 $7.1M
Liquid Strategies, LLC 1.47% Reduce -27.1% 13,918 $7.1M
DSG Capital Advisors, LLC 1.28% — 13,862 $7.1M
Eastern Bank 0.13% Add +1.9% 13,845 $7.1M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.69% No change 13,818 $7.1M
Nan Shan Life Insurance Co., Ltd. 0.17% Reduce -90.9% 13,800 $7.1M
Private Portfolio Partners LLC 1.29% Add +0.9% 13,758 $7.0M
Kellett Wealth Advisors, LLC 4.82% Add +1.3% 13,704 $7.0M
Founders Capital Management, LLC 1.24% Add +1.4% 13,697 $7.0M
Roger Wittlin Investment Advisory, LLC 3.91% Add +1.4% 13,656 $7.0M
Harbour Trust & Investment Management Co 0.79% Add +2.8% 13,652 $7.0M
Trust Co. of Vermont 0.34% Reduce -1.7% 13,565 $6.9M
CVA Family Office, LLC 1.10% Add +71.0% 13,542 $6.9M
Gries Financial LLC 1.22% Reduce -0.2% 13,457 $6.9M
Executive Wealth Management, LLC 0.54% Reduce -1.6% 13,432 $6.9M
Canal Capital Management, LLC 1.10% Reduce -28.1% 13,341 $6.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.37% Add +139.7% 13,275 $6.8M
Modera Wealth Management, LLC 0.08% Add +7.7% 13,253 $6.8M
Fairvoy Private Wealth, LLC 1.80% — 13,237 $6.8M
Peak Retirement Planning, Inc. 4.57% — 13,297 $6.8M
Rik Saylor Financial, Inc. 6.24% — 13,201 $6.7M
Ping Capital Management, Inc. 2.77% Reduce -50.2% 13,200 $6.7M
Principle Wealth Partners LLC 0.47% Reduce -0.2% 13,185 $6.7M
Keel Point, LLC 0.54% Add +31.4% 13,154 $6.7M
Flaharty Asset Management, LLC 0.98% Reduce -6.8% 13,108 $6.7M
Morangie Management LLC 5.45% — 13,097 $6.7M
Hickory Asset Management, Inc. 5.67% — 13,048 $6.7M
Atlas Financial Advisors, Inc. 10.41% Reduce -8.4% 13,045 $6.7M
Trustmark Bank Trust Department 0.49% Reduce -0.8% 13,028 $6.7M
Richards, Merrill & Peterson, Inc. 3.48% — 13,028 $6.7M
Lowery Thomas, LLC 4.34% Reduce -0.1% 13,009 $6.7M
BLB&B Advisors, LLC 0.34% Reduce -6.6% 13,001 $6.6M
Baker Tilly Wealth Management, LLC 2.60% Add +1.9% 12,967 $6.6M
Liberty Square Wealth Partners LLC 2.40% — 12,227 $6.6M
Farmers Trust Co. 1.23% Reduce -5.4% 12,868 $6.6M
Strategic Advisors LLC 1.19% Add +8.6% 12,846 $6.6M
BTC Capital Management, Inc. 0.61% No change 12,800 $6.5M
Wealth Advisory Solutions, LLC 1.83% Reduce -0.7% 12,787 $6.5M
Apriem Advisors 0.75% Add +1.4% 12,748 $6.5M
Webster Bank, N. A. 0.70% Reduce -1.5% 12,734 $6.5M
Cordatus Wealth Management LLC 1.71% New 12,672 $6.5M
Strategy Asset Managers LLC 1.25% Reduce -2.6% 12,653 $6.5M
Ciovacco Capital Management LLC 3.70% Reduce -2.6% 12,646 $6.5M
Rappaport Reiches Capital Management, LLC 1.67% Reduce -0.5% 12,644 $6.5M
Jackson Hole Capital Partners, LLC 1.31% Reduce -0.5% 12,639 $6.5M
Sandy Spring Bank 0.26% Add +3.1% 12,620 $6.5M
Herbst Group, LLC 4.02% Reduce -1.1% 12,615 $6.4M
Ferguson Wellman Capital Management, Inc. 0.12% Add +11.0% 12,591 $6.4M
Navis Wealth Advisors, LLC 7.01% Reduce -0.3% 12,554 $6.4M
Cherrydale Wealth Management, LLC 2.47% Add +111.2% 12,509 $6.4M
Decker Retirement Planning Inc. 3.71% — 12,502 $6.4M
Rovin Capital /Ut/ 2.29% Reduce -2.7% 12,446 $6.4M
Ibex Wealth Advisors 0.74% New 12,361 $6.3M
Sax Wealth Advisors, LLC 0.49% New 12,355 $6.3M
Cordgrass Capital Advisors, LLC 1.83% Reduce -0.9% 12,340 $6.3M
Chris Bulman Inc 4.02% Add +4.1% 12,321 $6.3M
Gray Wealth Management Inc. 2.39% Add +0.7% 12,314 $6.3M
Shepherd Financial Partners LLC 0.75% Reduce -2.5% 12,308 $6.3M
Southland Equity Partners LLC 1.46% Add +4.9% 12,302 $6.3M
Retirement Planning Co of New England, Inc. 3.05% Reduce -1.1% 12,283 $6.3M
Greenhouse Wealth Management, LLC 4.14% Reduce -1.3% 12,249 $6.3M
Bay Rivers Group 3.03% Add +0.3% 12,214 $6.2M
Fluent Financial, LLC 2.75% Reduce -3.6% 12,160 $6.2M
Bryn Mawr Trust Advisors, LLC 0.34% Reduce -2.2% 12,160 $6.2M
Kieckhefer Group LLC 3.73% — 12,122 $6.2M
First National Bank of Omaha 0.40% No change 12,113 $6.2M
Hill Island Financial LLC 1.81% Reduce -1.4% 12,091 $6.2M
Midwest Financial Group LLC 3.55% Reduce -0.1% 12,090 $6.2M
IMG Wealth Management, Inc. 5.69% — 12,039 $6.2M
G&S Capital LLC 2.54% Reduce -7.8% 12,038 $6.2M
White Pine Investment CO 1.66% Add +7.1% 12,038 $6.2M
Octavia Wealth Advisors, LLC 0.74% Reduce -0.0% 12,009 $6.1M
Afg Fiduciary Services Limited Partnership 4.37% Reduce -0.6% 11,878 $6.1M
Global Wealth Management, LLC 3.92% Add +13.8% 12,003 $6.1M
Stonehearth Capital Management, LLC 2.46% Add +2573.9% 11,979 $6.1M
Merkkuri Wealth Advisors LLC 4.81% Reduce -0.1% 11,891 $6.1M
Lakeshore Capital Group, Inc. 9.19% — 11,884 $6.1M
Common Fund for Nonprofit Organizations 0.68% Add +0.3% 11,851 $6.1M
Novare Capital Management LLC 0.51% Add +137.4% 11,851 $6.1M
Fiduciary Financial Group, LLC 1.33% Add +3.2% 11,941 $6.1M
BlueChip Wealth Advisors LLC 3.35% Add +11.6% 11,828 $6.0M
Stock Yards Bank & Trust Co. 0.21% Reduce -10.3% 11,782 $6.0M
Prosperity Consulting Group, LLC 0.45% Add +0.5% 11,777 $6.0M
Insight Advisors, LLC/ PA 1.03% Add +25.3% 11,652 $6.0M
Elite Wealth Management, Inc. 1.41% Reduce -5.8% 11,755 $6.0M
ORBA Wealth Advisors, L.L.C. 3.14% Reduce -1.6% 11,735 $6.0M
Baring Financial LLC 5.33% — 11,699 $6.0M
Provenance Wealth Advisors, LLC 0.77% Reduce -1.2% 11,668 $6.0M
Aurora Investment Managers, LLC. 3.73% Reduce -7.5% 11,623 $5.9M
Milestone Asset Management Group, LLC 5.31% — 11,615 $5.9M
Sage Capital Management, LLC 3.00% Reduce -4.8% 11,609 $5.9M
Modus Advisors, LLC 1.86% Reduce -3.0% 11,602 $5.9M
Williams Jones Wealth Management, LLC. 0.07% Reduce -55.5% 11,575 $5.9M
Magnus Financial Group LLC 0.57% Add +6.7% 11,538 $5.9M
Savvy Advisors, Inc. 0.71% Add +9.6% 11,531 $5.9M
Cheviot Value Management, LLC 1.13% Reduce -0.1% 11,526 $5.9M
Aurora Private Wealth, Inc. 4.40% Reduce -2.4% 11,491 $5.9M
JPL Wealth Management, LLC 1.68% — 11,447 $5.9M
RMR Wealth Builders 0.60% Add +1.2% 11,446 $5.9M
Sound Income Strategies, LLC 0.36% Reduce -0.6% 11,387 $5.8M
Burke & Herbert Bank & Trust Co. 1.38% Add +3.9% 11,374 $5.8M
Omnia Family Wealth, LLC 2.40% Add +7.1% 11,361 $5.8M
J. Safra Sarasin Holding AG 0.10% Add +44.5% 11,311 $5.8M
Enzi Wealth 2.20% Reduce -1.0% 10,890 $5.8M
FourThought Financial Partners, LLC 0.60% Add +2.1% 11,305 $5.8M
Grassi Investment Management 0.49% Reduce -0.7% 11,239 $5.7M
TFR Capital, LLC. 2.85% — 11,238 $5.7M
PFC Capital Group, Inc. 2.78% Reduce -0.1% 11,237 $5.7M
Pinnacle Wealth Management Group, Inc. 3.58% Add +1.4% 11,235 $5.7M
Fortem Financial Group, LLC 2.22% Add +1.0% 11,225 $5.7M
L.M. Kohn & Company 1.48% Add +94.7% 11,223 $5.7M
Paloma Partners Management Co 0.53% Add +1372.4% 11,190 $5.7M
Paulson Wealth Management Inc. 1.56% Reduce -5.6% 11,180 $5.7M
Valmark Advisers, Inc. 0.09% Add +2.7% 11,170 $5.7M
Wela Strategies, Inc. 2.46% New 24,532 $5.7M
LexAurum Advisors, LLC 1.14% Reduce -14.0% 11,149 $5.7M
STAR Financial Bank 4.09% Add +56.3% 11,118 $5.7M
Weitzel Financial Services, Inc. 2.68% Add +8.8% 11,022 $5.7M
Duncan Williams Asset Management, LLC 2.24% Add +1.4% 11,112 $5.7M
Wealth Watch Advisors, INC 3.53% — 11,093 $5.7M
Marshall Financial Group, LLC 1.37% Reduce -2.7% 11,088 $5.7M
Atalanta Sosnoff Capital, LLC 0.12% Add +2.1% 11,075 $5.7M
Cyr Financial Inc. 5.16% Reduce -36.5% 11,073 $5.7M
Atom Investors LP 0.70% Add +42.7% 11,014 $5.6M
Channel Wealth LLC 1.83% Add +2.2% 11,013 $5.6M
GC Wealth Management RIA, LLC 0.99% Add +9.5% 10,987 $5.6M
WBH Advisory Inc. 0.52% Reduce -1.4% 10,984 $5.6M
Thrive Capital Management, LLC 2.57% Add +74.3% 10,981 $5.6M
LongView Wealth Management 1.71% Add +4.4% 10,960 $5.6M
Busey Bank 0.18% Reduce -4.1% 10,916 $5.6M
Northwest Financial Advisors 4.60% Add +1.0% 10,908 $5.6M
Beam Wealth Advisors, Inc. 1.76% New 10,871 $5.6M
Financial Partners Group, Inc 0.81% Reduce -2.7% 10,831 $5.5M
All Terrain Financial Advisors, LLC 2.15% Add +2.3% 10,825 $5.5M
Palumbo Wealth Management LLC 2.06% Add +1.0% 10,813 $5.5M
Crews Bank & Trust 0.93% — 10,793 $5.5M
Ledgewood Wealth Advisors, LLC 3.56% Reduce -0.6% 10,784 $5.5M
Sfmg, LLC 0.43% Reduce -3.8% 10,779 $5.5M
DBK Financial Counsel, LLC 5.54% No change 10,751 $5.5M
National Wealth Management Group, LLC 3.65% Add +1.8% 10,738 $5.5M
HCR Wealth Advisors 0.69% Reduce -2.7% 10,736 $5.5M
Quartz Partners, LLC 3.34% Add +2.3% 10,733 $5.5M
McGuire Investment Group, LLC 0.79% Add +0.8% 10,733 $5.5M
Oxinas Partners, LLC 3.22% Add +16.2% 10,729 $5.5M
Zuckerman Investment Group, LLC 0.53% Reduce -0.3% 10,549 $5.5M
CPC Advisors, LLC 0.74% Reduce -4.0% 10,680 $5.5M
Blue Trust, Inc. 0.07% Reduce -18.0% 10,669 $5.5M
Ascentis Independent Advisors 1.04% Add +15.6% 10,632 $5.4M
Vance Wealth, LLC 2.10% Reduce -7.2% 10,618 $5.4M
Watts Gwilliam & Co., LLC 1.15% Add +17.4% 10,518 $5.4M
Acute Investment Advisory, LLC 5.94% New 10,593 $5.4M
Lifeworks Advisors, LLC 0.98% Add +57.7% 10,587 $5.4M
Riverstone Advisors, LLC 3.08% Add +6.9% 10,559 $5.4M
BKM Wealth Management, LLC 2.20% Add +11.1% 10,505 $5.4M
Hancock Whitney Corp. 0.17% Reduce -0.8% 10,504 $5.4M
Visionary Horizons, LLC 3.52% Add +2.8% 10,500 $5.4M
Evercore Wealth Management, LLC 0.08% Add +3.3% 10,470 $5.4M
One River Asset Management, LLC 8.00% Add +137.8% 10,362 $5.3M
Mission Creek Capital Partners, Inc. 1.16% Reduce -0.2% 10,441 $5.3M
Sims Investment Management, LLC 3.01% — 10,403 $5.3M
Arthur M. Cohen & Associates, LLC 0.94% Add +1.0% 10,394 $5.3M
Redhawk Wealth Advisors, Inc. 0.72% Add +2.1% 10,353 $5.3M
Littlejohn Financial Services, Inc. 4.72% — 10,305 $5.3M
LMCG Investments, LLC 0.32% Reduce -6.1% 10,301 $5.3M
Prospect Financial Services LLC 2.87% Add +7.0% 10,290 $5.3M
Tyler-Stone Wealth Management 0.93% Reduce -1.8% 10,237 $5.2M
Spirepoint Private Client, LLC 0.66% Reduce -0.5% 10,226 $5.2M
Visionary Wealth Advisors 0.30% Add +9.3% 10,160 $5.2M
West Financial Advisors, LLC 1.00% Reduce -2.2% 10,120 $5.2M
Financial Counselors Inc. 0.08% Reduce -1.9% 10,107 $5.2M
Heritage Wealth Partners, LLC 6.48% Add +0.5% 10,104 $5.2M
Elm3 Financial Group, LLC 4.40% — 10,092 $5.2M
Maxele Advisors, LLC 4.92% — 10,087 $5.2M
Joseph P. Lucia & Associates, LLC 2.27% Add +4.7% 10,002 $5.1M
Evelyn Partners Investment Management Services Ltd 0.89% — 10,000 $5.1M
Retirement Solution LLC 1.34% Reduce -3.4% 9,987 $5.1M
Avaii Wealth Management, LLC 2.50% Add +2.0% 9,953 $5.1M
Ashford Capital Management Inc. 0.60% Reduce -11.9% 9,951 $5.1M
Narwhal Capital Management 0.45% No change 9,929 $5.1M
Elevation Point Wealth Partners, LLC 0.41% Reduce -4.0% 9,921 $5.1M
Kingstone Capital Partners Texas, LLC 4.12% — 9,919 $5.1M
Valued Retirements, Inc. 6.79% Add +0.3% 9,859 $5.0M
Oakwell Private Wealth Management, LLC 1.41% Reduce -2.1% 9,851 $5.0M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.76% No change 9,842 $5.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.74% Add +0.7% 9,815 $5.0M
Twin Peaks Wealth Advisors, LLC 2.13% Add +1.0% 9,807 $5.0M
Shelton Capital Management 0.12% Add +18.1% 9,794 $5.0M
MPWM Advisory Solutions, LLC 3.66% — 9,784 $5.0M
Advisors Capital Management, LLC 0.08% Add +17.3% 9,782 $5.0M
SkyOak Wealth, LLC 1.07% New 9,774 $5.0M
DeDora Capital, Inc. 1.37% Add +1.0% 9,761 $5.0M
High Falls Advisors, Inc 1.16% Reduce -0.6% 9,751 $5.0M
Brueske Advisory Services, LLC 4.42% — 9,716 $5.0M
Fortitude Family Office, LLC 1.77% Add +5417.6% 9,711 $5.0M
Objective Capital Management, LLC 3.32% Reduce -5.6% 9,708 $5.0M
Avantax Planning Partners, Inc. 0.18% Reduce -0.3% 9,706 $5.0M
Montecito Bank & Trust 0.86% Reduce -2.3% 9,698 $5.0M
White Lighthouse Investment Management Inc. 0.87% Reduce -4.5% 9,692 $5.0M
Forvis Mazars Wealth Advisors, LLC 0.11% Reduce -29.1% 9,680 $4.9M
Trust Co. of Toledo NA 0.65% Add +3.5% 9,670 $4.9M
Grey Ledge Advisors, LLC 1.27% Add +0.8% 9,652 $4.9M
GAMCO Investors 0.05% No change 9,650 $4.9M
1248 Management, LLC 2.12% — 9,645 $4.9M
Courier Capital LLC 0.34% Add +1.4% 9,644 $4.9M
Journey Strategic Wealth LLC 0.18% Reduce -0.2% 9,643 $4.9M
Cornell Pochily Investment Advisors, Inc. 1.72% Reduce -1.9% 9,628 $4.9M
GFG Capital, LLC 1.35% Reduce -1.3% 9,622 $4.9M
Quad-Cities Investment Group, LLC 2.41% Add +1.1% 9,616 $4.9M
McKinley Carter Wealth Services, Inc. 0.30% Reduce -1.2% 9,603 $4.9M
Metropolitan Life Insurance Co 1.95% Reduce -32.4% 9,600 $4.9M
Post Resch Tallon Group Inc. 4.75% — 9,611 $4.9M
Matauro, LLC 1.06% — 9,590 $4.9M
Waterloo Capital, L.P. 0.52% Add +1.8% 9,583 $4.9M
FWL Investment Management, LLC 1.78% Add +7.5% 9,549 $4.9M
Cottage Street Advisors LLC 2.54% Add +0.8% 9,546 $4.9M
Ethos Financial Group, LLC 0.64% Add +49.7% 9,538 $4.9M
Ridgeline Wealth Planning, LLC 4.66% — 9,527 $4.9M
Family Legacy, Inc. 1.64% Reduce -1.5% 9,410 $4.8M
Transcendent Capital Group LLC 2.51% Add +52.1% 9,473 $4.8M
Plancorp, LLC 0.20% Reduce -0.0% 9,435 $4.8M
Fayez Sarofim & Co 0.01% Add +88.6% 9,399 $4.8M
Tyche Wealth Partners LLC 1.01% Add +9.7% 9,343 $4.8M
Welch & Forbes LLC 0.06% Add +4.1% 9,337 $4.8M
Clear Point Advisors Inc. 4.08% Reduce -1.2% 9,323 $4.8M
EverSource Wealth Advisors, LLC 0.27% Add +17.2% 9,321 $4.8M
Marvin & Palmer Associates Inc. 3.64% New 9,320 $4.8M
Haven Private, LLC 2.66% — 9,316 $4.8M
Eclectic Associates Inc. 1.41% Add +636.3% 9,292 $4.8M
Cohen Capital Management, Inc. 0.79% Add +0.1% 9,283 $4.7M
Cornerstone Advisory, LLC 0.54% Reduce -0.4% 8,818 $4.7M
Realta Investment Advisors 1.94% Reduce -7.1% 9,111 $4.7M
Balboa Wealth Partners 1.08% Reduce -28.0% 9,231 $4.7M
Mill Creek Capital Advisors, LLC 0.11% Reduce -0.5% 9,229 $4.7M
Searle & Co. 1.36% Add +11.5% 9,207 $4.7M
Tocqueville Asset Management L.P. 0.07% Add +195.4% 9,188 $4.7M
Goldstein Advisors, LLC 0.68% Reduce -0.0% 9,181 $4.7M
Sightline Wealth Advisors, LLC 2.53% Add +22.7% 9,162 $4.7M
Partners Capital Investment Group, LLP 0.13% Reduce -48.9% 9,116 $4.7M
Wealth Quarterback LLC 2.17% Add +4.3% 9,053 $4.6M
Tandem Investment Partners LLC 4.42% — 9,043 $4.6M
Accel Wealth Management 1.75% Add +2.8% 9,035 $4.6M
Signal Advisors Wealth, LLC 0.52% Reduce -27.5% 9,030 $4.6M
Atticus Wealth Management, LLC 1.44% Reduce -0.8% 9,029 $4.6M
Patriot Investment Management Group, Inc. 0.34% Add +0.3% 9,021 $4.6M
Boston Family Office LLC 0.32% Reduce -3.7% 8,995 $4.6M
Schmidt P J Investment Management Inc. 0.80% No change 8,994 $4.6M
Peoples Bank 3.17% Reduce -2.4% 8,963 $4.6M
Global Assets Advisory, LLC 2.53% New 8,975 $4.6M
Ironwood Financial, llc 0.96% Reduce -15.3% 8,955 $4.6M
Transce3nd, LLC 1.55% — 8,931 $4.6M
Advisors Preferred, LLC 0.73% Reduce -42.4% 8,918 $4.6M
Royal Capital Wealth Management, LLC 3.19% Add +0.1% 8,893 $4.5M
Armstrong Advisory Group, Inc. 0.36% Add +2.0% 8,841 $4.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.67% Add +0.6% 8,567 $4.5M
JBR Co Financial Management Inc 2.75% Reduce -0.1% 8,818 $4.5M
XML Financial, LLC 0.41% Add +7.4% 8,787 $4.5M
First Manhattan Co. Llc. 0.01% Add +2.5% 8,787 $4.5M
Menora Mivtachim Holdings LTD. 0.03% Add +6.0% 8,758 $4.5M
Private Capital Management LLC 0.89% Add +1.4% 8,756 $4.5M
Triumph Capital Management 1.53% Add +1.8% 8,753 $4.5M
Robbins Farley 2.18% Reduce -8.6% 8,740 $4.5M
Clal Insurance Enterprises Holdings Ltd 0.04% No change 8,726 $4.5M
Greenwood Capital Associates LLC 0.58% Add +93.2% 8,708 $4.5M
Integrated Investment Consultants, LLC 0.92% Add +3.6% 8,694 $4.4M
Strategies Wealth Advisors, LLC 0.55% Reduce -0.4% 8,394 $4.4M
Members Advisory Group LLC 1.82% Reduce -29.5% 8,610 $4.4M
Marino, Stram & Associates LLC 0.98% Add +1.3% 8,665 $4.4M
Fulton Breakefield Broenniman LLC 0.32% Add +5.8% 8,644 $4.4M
JFS Wealth Advisors, LLC 0.30% Add +2.4% 8,617 $4.4M
Innovative Wealth Building LLC 3.97% — 8,586 $4.4M
Vista Investment Partners LLC 1.36% Add +3.8% 8,543 $4.4M
TBH Global Asset Management, LLC 1.03% Reduce -1.9% 8,536 $4.4M
Moneco Advisors, LLC 0.46% Add +5.4% 8,520 $4.4M
BCS Wealth Management 1.08% Add +16.6% 8,492 $4.3M
Roman Butler Fullerton & Co. 1.38% Add +101.3% 8,436 $4.3M
CCG Wealth Management, LLC 2.41% Add +0.3% 8,481 $4.3M
Root Financial Partners, LLC 0.54% Add +15.9% 8,461 $4.3M
Soundwatch Capital LLC 0.46% Reduce -1.1% 8,448 $4.3M
Purus Wealth Management, LLC 1.71% Reduce -0.6% 8,448 $4.3M
Ategra Capital Management, LLC 2.91% Reduce -18.6% 8,439 $4.3M
Omega Financial Group, LLC 1.63% Add +0.4% 8,415 $4.3M
NorthCrest Asset Manangement, LLC 0.13% Add +8.7% 8,409 $4.3M
Requisite Capital Management, LLC 0.88% Add +5.4% 8,394 $4.3M
Summit Investment Advisors, Inc. 3.81% — 8,007 $4.3M
Titleist Asset Management, LLC 0.49% Add +26.6% 8,377 $4.3M
SageView Advisory Group, LLC 0.18% Add +20.8% 8,360 $4.3M
Sharper & Granite LLC 1.88% Add +14.5% 8,344 $4.3M
Key Client Fiduciary Advisors, LLC 1.89% Add +4.3% 8,265 $4.2M
Harvest Investment Services, LLC 1.03% Reduce -31.8% 8,265 $4.2M
Centric Wealth Management 1.14% Reduce -2.9% 8,251 $4.2M
Westmount Partners, LLC 1.28% Add +2.1% 8,242 $4.2M
Leelyn Smith, LLC 0.75% Add +1.3% 8,203 $4.2M
Wbi Investments, LLC 1.05% Add +12.7% 8,194 $4.2M
Riverbend Wealth Management, LLC 3.73% — 8,150 $4.2M
Sawgrass Asset Management LLC 0.46% Reduce -13.1% 8,146 $4.2M
Tandem Financial, LLC 4.47% — 8,103 $4.1M
Covenant Asset Management, LLC 0.92% Reduce -3.3% 8,099 $4.1M
Linscomb Wealth, Inc. 0.21% Reduce -0.2% 8,076 $4.1M
City Holding Co. 0.58% Add +10.2% 8,049 $4.1M
Guardian Wealth Advisors, LLC / NC 0.33% Add +11.4% 8,045 $4.1M
Americana Partners, LLC 0.17% Add +38.8% 8,034 $4.1M
Comprehensive Financial Consultants Institutional, Inc. 1.50% Add +4.5% 8,023 $4.1M
Zacks Investment Management 0.04% Reduce -6.7% 8,016 $4.1M
Camelot Technology Advisors, Inc. 3.72% Add +32.6% 7,993 $4.1M
Capital Analysts, LLC 0.16% Add +20.6% 7,983 $4.1M
Taylor & Morgan Wealth Management, LLC 2.86% Reduce -16.8% 7,971 $4.1M
Faithward Advisors, LLC 0.69% Add +12.9% 7,967 $4.1M
Reliant Investment Partners, LLC 3.60% — 7,950 $4.1M
Oliver Lagore Vanvalin Investment Group 1.04% Reduce -12.3% 7,942 $4.1M
Defined Wealth Management, LLC 2.68% Reduce -0.5% 7,912 $4.0M
WFA Asset Management Corp 2.19% Add +11.4% 7,908 $4.0M
Pinkerton Wealth, LLC 0.59% Reduce -86.9% 7,891 $4.0M
Gotham Asset Management 0.04% Add +9.5% 7,827 $4.0M
Macroview Investment Management LLC 4.06% Add +4.8% 7,817 $4.0M
Arrowroot Family Office, LLC 2.07% Reduce -1.0% 7,803 $4.0M
Marco Investment Management LLC 0.34% Reduce -19.4% 7,751 $4.0M
Bernard Wealth Management Corp. 1.86% — 7,716 $3.9M
Bordeaux Wealth Advisors LLC 0.63% Add +8.0% 7,712 $3.9M
Levin Capital Strategies, L.P. 0.37% Add +1.6% 7,659 $3.9M
Keebeck Wealth Management 0.56% Reduce -0.2% 7,653 $3.9M
SignalPoint Asset Management, LLC 0.95% Add +0.1% 7,648 $3.9M
Balefire, LLC 1.33% New 7,641 $3.9M
Castle Wealth Management LLC 1.53% Reduce -7.9% 7,594 $3.9M
Bramshill Investments, LLC 0.61% Add +49.7% 7,582 $3.9M
Aprio Wealth Management, LLC 0.56% Reduce -0.3% 7,572 $3.9M
JMG Financial Group, Ltd. 0.13% Add +3.1% 7,565 $3.9M
Trust Co 0.44% Add +2.2% 7,567 $3.9M
Fourth Dimension Wealth, LLC 2.01% — 7,436 $3.9M
Ayalon Insurance Comp Ltd. 1.19% No change 7,518 $3.8M
Foguth Wealth Management, LLC. 1.01% Add +7.2% 7,257 $3.8M
Game Plan Financial Advisors, LLC 2.03% Add +3.3% 7,496 $3.8M
Greenfield Savings Bank 1.84% Add +5.7% 7,487 $3.8M
Lam Group, Inc. 2.73% No change 7,475 $3.8M
Joule Financial, LLC 1.35% Reduce -0.6% 7,469 $3.8M
Private Client Services, LLC 2.05% Add +18.0% 7,452 $3.8M
Clayton Financial Group LLC 1.37% Reduce -0.5% 7,445 $3.8M
Sagespring Wealth Partners, LLC 0.10% — 7,438 $3.8M
Opinicus Capital, Inc. 3.19% Reduce -4.6% 7,418 $3.8M
PCG Asset Management, LLC 3.32% — 7,402 $3.8M
Capula Management Ltd 0.03% Reduce -89.9% 7,401 $3.8M
United Capital Management of KS, Inc. 0.69% Reduce -8.4% 7,398 $3.8M
Warm Springs Advisors Inc. 3.51% — 7,397 $3.8M
DKM Wealth Management, Inc. 3.57% — 7,374 $3.8M
Montz Harcus Wealth Management LLC 2.11% Reduce -13.0% 7,370 $3.8M
Capital Asset Advisory Services LLC 0.19% Add +7.6% 7,265 $3.8M
Huntleigh Advisors, Inc. 0.81% — 7,370 $3.8M
Gateway Wealth Partners, LLC 0.97% Add +2.0% 7,359 $3.8M
Sepio Capital, LP 0.30% Reduce -4.0% 7,350 $3.8M
Byrne Financial Freedom, LLC 1.67% — 7,337 $3.8M
First National Trust Co 0.14% Add +4.7% 7,334 $3.7M
Advance Capital Management, Inc. 0.17% Add +9.0% 7,313 $3.7M
Tudor Financial Inc. 2.17% Add +4.8% 7,252 $3.7M
MCF Advisors LLC 0.26% Reduce -0.0% 7,234 $3.7M
King Luther Capital Management Corp. 0.02% Reduce -21.0% 7,220 $3.7M
Greykasell Wealth Strategies, Inc. 2.04% — 7,177 $3.7M
Lakeshore Financial Planning, Inc. 1.56% Reduce -0.2% 7,141 $3.7M
GSG Advisors LLC 1.15% Reduce -0.2% 7,141 $3.7M
Geneva Partners, LLC 1.48% Add +0.0% 7,140 $3.7M
Toth Financial Advisory Corp. 0.43% Reduce -0.9% 7,126 $3.6M
Nicholas Investment Partners, LP 0.36% No change 7,123 $3.6M
Parkside Financial Bank & Trust 0.48% Add +34.7% 7,122 $3.6M
Retirement Investment Advisors, Inc. 0.38% Reduce -2.2% 7,116 $3.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -64.9% 7,115 $3.6M
Blue Bell Private Wealth Management, LLC 0.69% Add +2.0% 7,109 $3.6M
CPR Investments Inc. 3.28% Add +323.9% 7,108 $3.6M
Clark Financial Services Group Inc. 2.78% New 7,102 $3.6M
Three Seasons Wealth, LLC 1.76% Add +22.9% 7,071 $3.6M
Smith Anglin Financial, LLC 0.34% Reduce -0.3% 7,049 $3.6M
Retirement Guys Formula LLC 1.81% Add +10.6% 7,016 $3.6M
Essex Bank 0.89% Add +4.0% 7,011 $3.6M
Yelin Lapidot Holdings Management Ltd. 0.62% No change 7,008 $3.6M
Woodmont Investment Counsel LLC 0.26% Reduce -1.3% 7,006 $3.6M
EWG Elevate Inc. 1.09% Add +41.8% 6,990 $3.6M
Redwood Investment Management, LLC 0.35% Add +74.8% 6,977 $3.6M
SouthState Bank Corp 0.23% No change 6,968 $3.6M
Ellerson Group Inc. 2.60% Reduce -2.9% 6,966 $3.6M
Fort Point Capital Partners LLC 0.40% Add +4.7% 6,965 $3.6M
GGM Financial LLC 3.79% Reduce -1.3% 6,964 $3.6M
Beaton Management Co. Inc. 1.79% Add +0.4% 6,957 $3.6M
Sand Hill Global Advisors, LLC 0.15% Add +2.4% 6,941 $3.5M
Noked Israel Ltd 0.70% No change 6,940 $3.5M
Ewing Morris & Co. Investment Partners Ltd. 1.22% New 6,934 $3.5M
Lavaca Capital LLC 1.56% Add +38.6% 6,930 $3.5M
Donaldson Capital Management, LLC 0.13% Add +558.5% 6,914 $3.5M
Kraft, Davis & Associates, LLC 1.01% Add +10.2% 6,700 $3.5M
EPIQ Capital Group, LLC 0.92% Add +38.2% 6,902 $3.5M
Drexel Morgan & Co. 0.73% No change 6,900 $3.5M
Keeley-Teton Advisors, LLC 0.41% Reduce -2.4% 6,897 $3.5M
TFB Advisors LLC 1.01% Add +32.6% 6,880 $3.5M
Rakuten Securities, Inc. 1.38% Add +25.0% 6,866 $3.5M
Consolidated Portfolio Review Corp 0.56% Add +42.3% 6,865 $3.5M
Signaturefd, LLC 0.07% Add +7.4% 6,863 $3.5M
Harbor Investment Advisory, LLC 0.33% Add +56.2% 6,822 $3.5M
Guidance Capital, Inc. 1.06% Add +5.8% 6,563 $3.5M
Codex Capital Asset Management L.L.C. 1.53% No change 6,780 $3.5M
Hardy Reed LLC 0.31% No change 6,775 $3.5M
Stillwater Wealth Management Group 3.09% — 6,742 $3.4M
YHB Investment Advisors, Inc. 0.28% Reduce -3.1% 6,738 $3.4M
Uptick Partners, LLC 1.25% Add +9.7% 6,736 $3.4M
Kaydan Wealth Management, Inc. 1.14% Add +0.6% 6,732 $3.4M
Fortis Capital Management LLC 0.64% Add +9.9% 6,717 $3.4M
Frisch Financial Group, Inc. 1.04% Add +0.3% 6,708 $3.4M
Finward Bancorp 2.97% — 6,702 $3.4M
Alterna Wealth Management, Inc. 2.88% Add +126.6% 6,669 $3.4M
Catalyst Capital Advisors LLC 0.07% Reduce -14.7% 6,667 $3.4M
Optimist Retirement Group LLC 1.61% Add +0.0% 6,658 $3.4M
Sterling Financial Planning, Inc. 1.25% Reduce -2.0% 6,643 $3.4M
WealthPlan Investment Management, LLC 0.33% Reduce -40.5% 6,630 $3.4M
Silverlake Wealth Management LLC 1.30% Add +0.8% 6,594 $3.4M
Strategic Family Wealth Counselors, L.L.C. 1.10% Add +0.4% 6,590 $3.4M
Three Magnolias Financial Advisors, LLC 3.54% — 6,584 $3.4M
Greystone Financial Group, LLC 0.58% Add +24.8% 6,579 $3.4M
NCP Inc. 1.73% Add +0.7% 6,574 $3.4M
Sapient Capital LLC 0.06% Add +21.9% 6,565 $3.4M
Harmony Asset Management LLC 1.33% Reduce -2.9% 6,561 $3.4M
Alta Wealth Advisors LLC 1.47% Add +5.3% 6,561 $3.4M
Midland Wealth Advisors, LLC 0.20% Add +12.9% 6,560 $3.4M
Baker Ellis Asset Management LLC 0.49% Add +1.0% 6,555 $3.4M
Apollon Financial, LLC 0.83% Add +7.1% 6,531 $3.3M
Fishman Jay A Ltd. 0.31% Reduce -0.3% 6,530 $3.3M
Bright Financial Advisors, Inc. 2.10% Add +0.8% 6,529 $3.3M
Bulltick Wealth Management, LLC 0.78% Add +21.0% 6,504 $3.3M
Advisors Management Group Inc. 0.78% Add +11.3% 6,472 $3.3M
Rothschild Wealth LLC 0.97% Add +17.6% 6,468 $3.3M
Paladin Advisory Group, LLC 2.53% Reduce -4.4% 6,468 $3.3M
Atlatl Advisers LLC 1.93% — 6,432 $3.3M
Lauterbach Financial Advisors, LLC 2.00% Add +0.2% 6,432 $3.3M
Strait & Sound Wealth Management LLC 1.52% Reduce -1.2% 6,410 $3.3M
Summit X, LLC 0.73% Reduce -0.7% 6,401 $3.3M
Howard Capital Management Group, LLC 0.22% Reduce -2.7% 6,395 $3.3M
Nvest Financial, LLC 1.66% Add +16.6% 6,384 $3.3M
Kensington Investment Counsel, LLC 1.36% Add +21.4% 6,381 $3.3M
CWA Asset Management Group, LLC 0.16% Add +6.4% 6,348 $3.2M
Congress Park Capital LLC 1.18% Reduce -3.1% 6,347 $3.2M
Alpha Financial Partners LLC 2.56% Add +113.9% 6,323 $3.2M
FSC Wealth Advisors, LLC 2.07% Add +3803.7% 6,285 $3.2M
Crew Capital Management, Ltd 2.66% Add +34.7% 6,262 $3.2M
BankPlus Trust Department 1.04% — 6,220 $3.2M
Napatree Capital LLC 1.86% Add +9.4% 6,199 $3.2M
Second Half Financial Partners, LLC 1.55% Reduce -0.2% 6,191 $3.2M
SeaBridge Investment Advisors LLC 0.66% New 6,187 $3.2M
Peddock Capital Advisors, LLC 0.76% Add +2.4% 6,185 $3.2M
River Wealth Advisors LLC 0.42% Reduce -19.1% 6,181 $3.2M
Barnes Wealth Management Group, Inc 2.12% — 6,180 $3.2M
Castle Rock Wealth Management, LLC 0.75% Reduce -45.9% 5,862 $3.2M
Nomura Asset Management Co. Ltd. 0.01% Reduce -0.3% 6,157 $3.1M
QRG Capital Management, Inc. 0.03% Add +10.4% 6,150 $3.1M
Wagner Wealth Management, LLC 0.81% Add +0.7% 6,145 $3.1M
Marex Group Ltd 0.05% Add +54.3% 6,126 $3.1M
Brandywine Oak Private Wealth LLC 0.31% Reduce -2.4% 6,119 $3.1M
NovaPoint Capital, LLC 0.95% Add +0.5% 6,094 $3.1M
Saxony Capital Management, LLC 2.74% Reduce -33.0% 6,087 $3.1M
LBMC Investment Advisors, LLC 0.25% Reduce -9.8% 6,083 $3.1M
Zhang Financial LLC 0.18% Add +11.9% 6,046 $3.1M
Unique Wealth Strategies, LLC 1.36% Reduce -1.7% 6,039 $3.1M
XTX Topco Ltd 0.26% Add +106.3% 6,038 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +0.3% 6,024 $3.1M
First Citizens Bank & Trust Co. 0.06% Add +1.5% 6,015 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -5.7% 5,977 $3.1M
Florida Trust Wealth Management Co 0.10% Add +8.9% 5,969 $3.1M
N.E.W. Advisory Services LLC 0.29% Add +1.1% 5,958 $3.0M
Seamount Financial Group Inc. 2.10% Add +10.8% 5,951 $3.0M
Keudell/Morrison Wealth Management 0.79% Add +0.2% 5,943 $3.0M
Independence Bank of Kentucky 0.47% Add +38.4% 5,937 $3.0M
Iron Gate Global Advisors LLC 0.43% Add +22.6% 5,924 $3.0M
Fort Sheridan Advisors LLC 0.44% Add +8.4% 5,923 $3.0M
Aviance Capital Partners, LLC 0.42% Reduce -3.8% 5,910 $3.0M
Mitchell McLeod Pugh & Williams Inc. 0.63% Add +2.4% 5,908 $3.0M
Columbia River Financial Group, LLC 2.07% — 5,908 $3.0M
Higgins & Schmidt Wealth Strategies LLC 1.88% Reduce -4.4% 5,897 $3.0M
LeClair Wealth Partners LLC 2.01% — 5,897 $3.0M
Mizuho Markets Americas LLC 0.06% Reduce -8.2% 5,890 $3.0M
Sugarloaf Wealth Management, LLC 0.57% Reduce -0.7% 5,888 $3.0M
Saxon Interests, Inc. 1.32% Add +8.1% 5,884 $3.0M
Annex Advisory Services, LLC 0.09% Add +54.9% 5,872 $3.0M
Polymer Capital Management (HK) LTD 0.53% Add +207.1% 5,868 $3.0M
Independent Wealth Network Inc. 1.22% Add +21.3% 5,863 $3.0M
Investmark Advisory Group LLC 1.47% Reduce -1.8% 5,856 $3.0M
Clark Asset Management, LLC 0.56% Add +16.3% 5,831 $3.0M
Fortress Financial Group, LLC 2.96% — 5,828 $3.0M
Salem Investment Counselors Inc. 0.10% Add +3.3% 5,819 $3.0M
NorthStar Asset Management LLC 1.89% Reduce -1.4% 5,806 $3.0M
Riggs Capital Management LLC 2.91% — 5,804 $3.0M
Montag A & Associates Inc. 0.14% Reduce -17.8% 5,802 $3.0M
Kane Investment Management, Inc. 1.66% — 5,799 $3.0M
PCG Wealth Advisors, LLC 1.09% Reduce -7.5% 5,786 $3.0M
Hilltop National Bank 0.89% No change 5,784 $3.0M
Guggenheim Capital LLC 0.02% Add +119.8% 5,778 $3.0M
HF Advisory Group, LLC 1.35% Add +3.2% 5,766 $2.9M
NDWM LLC 2.46% Reduce -5.9% 5,765 $2.9M
Noble Wealth Management PBC 2.04% — 5,762 $2.9M
BXM Wealth LLC 4.12% — 5,754 $2.9M
Towneley Capital Management, Inc / DE 0.70% New 5,752 $2.9M
Pacific Sun Financial Corp 1.60% Add +0.5% 5,741 $2.9M
Denver Wealth Management, Inc. 1.32% Add +1.2% 5,740 $2.9M
Secure Asset Management, LLC 0.44% Add +47.3% 5,733 $2.9M
Tanglewood Legacy Advisors, LLC 1.25% Add +5.9% 5,731 $2.9M
Rothschild Investment LLC 0.19% Add +9.0% 5,709 $2.9M
Fortitude Advisory Group L.L.C. 1.76% Reduce -0.7% 5,709 $2.9M
Verdence Capital Advisors LLC 0.23% Add +11.8% 5,702 $2.9M
Compass Financial Group, INC 0.55% Add +2.5% 5,681 $2.9M
OneAscent Financial Services LLC 0.25% New 5,678 $2.9M
Keystone Financial Services, LLC 2.65% — 5,650 $2.9M
Oxford Financial Group, LTD. LLC 0.19% Add +2.3% 5,650 $2.9M
Kanawha Capital Management LLC 0.23% Add +0.8% 5,644 $2.9M
Simplicity Wealth,LLC 0.60% Reduce -19.0% 5,638 $2.9M
Cascade Financial Partners, LLC 0.37% Reduce -0.1% 5,624 $2.9M
Cladis Investment Advisory, LLC 2.04% Add +1.8% 5,622 $2.9M
Aristides Capital LLC 0.90% Add +12.2% 5,610 $2.9M
Sassicaia Capital Advisers LLC 69.21% Add +330.8% 5,600 $2.9M
Raab & Moskowitz Asset Management LLC 0.70% Reduce -0.6% 5,592 $2.9M
Capital Wealth Alliance, LLC 1.62% Add +58.4% 5,577 $2.9M
Marmo Financial Group, LLC 1.53% Reduce -2.9% 5,562 $2.8M
Panoramic Investment Advisors, LLC 1.85% Add +1.6% 5,556 $2.8M
Madison Park Capital Advisors, LLC 2.26% Reduce -44.3% 5,544 $2.8M
SlateStone Wealth, LLC 0.28% Reduce -91.9% 5,539 $2.8M
SP Asset Management LLC 0.24% Add +0.3% 5,535 $2.8M
Benedict Financial Advisors Inc. 0.69% Add +4.4% 5,522 $2.8M
Schechter Investment Advisors, LLC 0.22% Reduce -25.6% 5,519 $2.8M
Advisor OS, LLC 0.33% Add +6.7% 5,504 $2.8M
Investment Advisory Group, LLC 0.94% Add +5.0% 5,498 $2.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +1.8% 5,465 $2.8M
OxenFree Capital LLC 2.11% Reduce -1.3% 5,485 $2.8M
Christensen, King & Associates Investment Services, Inc. 1.31% Reduce -2.8% 5,263 $2.8M
Merriman Wealth Management, LLC 0.12% New 5,432 $2.8M
Samalin Investment Counsel, LLC 1.19% Reduce -10.3% 5,430 $2.8M
Cypress Wealth Services, LLC 0.56% Add +1.3% 5,428 $2.8M
FC Advisory LLC 0.93% Add +0.1% 5,421 $2.8M
Stephens Consulting, LLC 0.69% Add +0.3% 5,416 $2.8M
LWM Advisory Services, LLC 1.92% Reduce -5.9% 5,415 $2.8M
Kelleher Financial Advisors 1.04% Reduce -0.9% 5,406 $2.8M
Alaska Permanent Fund Corp 0.04% No change 5,382 $2.8M
Affinity Capital Advisors, LLC 0.52% Add +0.0% 5,337 $2.7M
Sequent Planning LLC 1.01% Reduce -8.4% 5,374 $2.7M
Wisconsin Wealth Advisors, LLC 4.04% — 5,365 $2.7M
Calamos Wealth Management LLC 0.14% Add +5.3% 5,365 $2.7M
Bluespring Wealth Management, LLC 0.28% Add +1.7% 5,364 $2.7M
Dopkins Wealth Management, LLC 1.40% Add +2.9% 5,358 $2.7M
Cutter & CO Brokerage, Inc. 0.67% Reduce -1.9% 5,357 $2.7M
Delta Investment Management, LLC 0.53% Reduce -12.9% 5,352 $2.7M
Ameriflex Group, Inc. 1.25% — 5,235 $2.7M
Forum Financial Management, LP 0.05% Add +19.4% 5,335 $2.7M
Pursue Wealth Partners LLC 1.56% Reduce -29.2% 5,330 $2.7M
KKM Financial LLC 1.13% Reduce -0.2% 5,317 $2.7M
Personal Cfo Solutions, LLC 0.53% Add +2.5% 5,312 $2.7M
Avidian Wealth Enterprises, LLC 0.12% Add +3.1% 5,312 $2.7M
EPG Wealth Management LLC 0.72% Reduce -0.2% 5,308 $2.7M
Financial Management Network Inc. 0.56% Reduce -11.1% 5,233 $2.7M
Cora Capital Advisors LLC 1.30% Reduce -2.1% 5,288 $2.7M
SoundView Advisors Inc. 1.11% — 5,288 $2.7M
Kesler, Norman & Wride, LLC 0.58% Reduce -0.2% 5,276 $2.7M
Revolve Wealth Partners, LLC 0.39% Add +3.5% 5,257 $2.7M
Private Wealth Group, LLC 1.31% Add +8.5% 5,252 $2.7M
Midwest Professional Planners, LTD. 0.80% Reduce -5.4% 5,245 $2.7M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -2.5% 5,242 $2.7M
Diversified Enterprises, LLC 0.26% Add +0.4% 5,240 $2.7M
Smith Thornton Advisors LLC 1.69% Reduce -0.2% 5,239 $2.7M
Lake Hills Wealth Management, LLC 1.83% No change 5,231 $2.7M
Mayflower Financial Advisors, LLC 0.40% Add +1.5% 5,207 $2.7M
Carl P. Sherr & Co., LLC 1.40% Add +0.0% 5,199 $2.7M
Advanced Asset Management Advisors Inc 0.70% Reduce -2.9% 5,195 $2.7M
Advyzon Investment Management, LLC 1.02% — 5,173 $2.6M
Westwood Wealth Management 0.95% Add +5.1% 5,170 $2.6M
Fiduciary Trust Co 0.03% Reduce -6.2% 5,166 $2.6M
Allie Family Office LLC 1.46% Add +86.3% 5,149 $2.6M
Capital Planning Advisors, LLC 0.41% No change 5,140 $2.6M
WoodTrust Financial Corp 0.37% No change 5,139 $2.6M
United Advisor Group, LLC 0.52% Add +6.5% 5,127 $2.6M
Westfuller Advisors, LLC 1.66% Add +1.2% 5,124 $2.6M
Tritonpoint Wealth, LLC 0.24% Reduce -0.2% 5,115 $2.6M
Heritage Investors Management Corp. 0.08% Reduce -2.8% 5,110 $2.6M
Sonora Investment Management Group, LLC 0.20% Add +18.9% 5,108 $2.6M
Mattern Capital Management, LLC 0.34% Add +0.1% 5,107 $2.6M
Kapstone Financial Advisors LLC 1.39% Add +23.6% 4,996 $2.6M
Waters Parkerson & Co., LLC 0.14% Add +1.1% 5,070 $2.6M
Householder Group Estate & Retirement Specialist, LLC 1.94% Reduce -48.9% 5,070 $2.6M
Sylvest Advisors, LLC 1.58% — 5,042 $2.6M
Aspiriant, LLC 0.09% Reduce -4.0% 5,034 $2.6M
Cahill Financial Advisors Inc. 0.35% Add +163.9% 5,024 $2.6M
Semus Wealth Partners LLC 1.70% Reduce -1.7% 5,019 $2.6M
BTG Pactual Asset Management US LLC 0.33% Add +1004.0% 5,001 $2.6M
Marshall Wace, LLP 0.00% Reduce -42.5% 5,000 $2.6M
Compass Financial Services Inc 1.44% — 4,982 $2.5M
Davis Investment Partners, LLC 1.07% No change 5,006 $2.5M
Global Wealth Strategies & Associates 0.79% Reduce -1.8% 4,957 $2.5M
Oxbow Advisors, LLC 0.31% No change 4,956 $2.5M
NWK Group, Inc. 0.98% Add +0.5% 4,952 $2.5M
MSH Capital Advisors LLC 0.79% Add +7.0% 4,933 $2.5M
Symphony Financial Services, Inc. 2.02% Reduce -13.4% 4,926 $2.5M
Tidemark, LLC 0.96% Add +1.7% 4,913 $2.5M
Elevated Capital Advisors, LLC 0.68% Reduce -73.5% 4,912 $2.5M
LFA - Lugano Financial Advisors SA 1.64% Add +0.1% 4,907 $2.5M
Home Federal Bank of Tennessee 0.74% Reduce -3.0% 4,898 $2.5M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -7.5% 4,886 $2.5M
Astoria Portfolio Advisors LLC. 0.89% Add +2.7% 4,943 $2.5M
Fairview Capital Investment Management, LLC 0.13% Add +7.3% 4,867 $2.5M
Empowered Funds, LLC 0.04% New 4,866 $2.5M
Adero Partners, LLC 0.16% Add +11.5% 4,860 $2.5M
Red Crane Wealth Management, LLC 2.35% — 4,859 $2.5M
Kaizen Financial Strategies 1.41% Add +8.4% 4,850 $2.5M
Capital Planning LLC 0.65% Add +5.0% 4,844 $2.5M
Nova Wealth Management, Inc. 2.14% — 4,839 $2.5M
TCI Wealth Advisors, Inc. 0.21% Add +3.9% 4,836 $2.5M
LongView Asset Management LLC 2.14% — 4,813 $2.5M
Colton Groome Financial Advisors, LLC 0.94% Add +11.1% 4,805 $2.5M
Hayek Kallen Investment Management 0.89% No change 4,804 $2.5M
Massachusetts Wealth Management 1.52% Reduce -0.3% 4,802 $2.5M
Pasadena Private Wealth, LLC 0.50% Reduce -0.4% 4,786 $2.4M
Fulton Bank, N.A. 0.09% Add +19.9% 4,785 $2.4M
Park Square Financial Group, LLC 1.69% — 4,772 $2.4M
Asset Dedication, LLC 0.19% Reduce -0.5% 4,765 $2.4M
CFC Planning Co LLC 2.60% — 4,752 $2.4M
1ST Source Bank 0.14% Reduce -0.1% 4,735 $2.4M
McAdam, LLC 0.13% Reduce -0.9% 4,729 $2.4M
Glassman Wealth Services 0.41% No change 4,728 $2.4M
Walker Financial Services, Inc. 1.40% Reduce -3.6% 4,726 $2.4M
Mirador Capital Partners LP 0.44% Reduce -1.5% 4,720 $2.4M
Argent Trust Co 0.10% Reduce -6.5% 4,717 $2.4M
Opulen Financial Group LLC 2.19% — 4,710 $2.4M
Financial Futures Ltd Liability Co. 1.37% Reduce -35.0% 4,708 $2.4M
Oribel Capital Management, LP 0.16% Add +17.5% 4,700 $2.4M
Symmetry Investments LP 0.14% Reduce -80.1% 4,700 $2.4M
Lokken Investment Group LLC 1.03% Reduce -2.4% 4,687 $2.4M
Helium Advisors LLC 1.90% — 4,686 $2.4M
Total Clarity Wealth Management, Inc. 0.78% Reduce -0.3% 4,666 $2.4M
Capital Market Strategies LLC 1.38% Add +1.4% 4,662 $2.4M
Kentucky Trust Co 1.40% — 4,654 $2.4M
Venturi Wealth Management, LLC 0.12% Add +34.5% 4,648 $2.4M
Cadence Bank 0.16% Add +4.4% 4,639 $2.4M
BayBridge Capital Group, LLC 1.72% Reduce -18.1% 4,632 $2.4M
Physician Wealth Advisors, Inc. 0.40% Reduce -0.6% 4,619 $2.4M
Adamsbrown Wealth Consultants LLC 0.80% Reduce -12.3% 4,616 $2.4M
Meridian Investment Counsel Inc. 0.70% Reduce -4.9% 4,616 $2.4M
One Day In July LLC 0.25% Reduce -1.0% 4,604 $2.4M
Freedom Investment Management, Inc. 0.19% Add +8.5% 4,588 $2.3M
Becker Capital Management Inc. 0.08% Reduce -9.8% 4,586 $2.3M
State of Wisconsin Investment Board 0.01% New 4,585 $2.3M
Coordinated Financial Services, Inc. 1.84% — 4,550 $2.3M
WMS Partners, LLC 0.13% Reduce -1.3% 4,534 $2.3M
Innova Wealth Partners 1.46% Add +89.7% 4,529 $2.3M
Triglav Investments, D.O.O. 0.18% — 4,529 $2.3M
American National Bank & Trust 0.26% Reduce -9.1% 4,520 $2.3M
Burney Co./ 0.08% Reduce -2.2% 4,518 $2.3M
Victory Financial Group, LLC 0.61% — 4,517 $2.3M
Milestone Asset Management, LLC 0.51% Add +39.3% 4,507 $2.3M
Capital Group Private Client Services, Inc. 0.02% Reduce -16.8% 4,505 $2.3M
Veridan Wealth LLC 1.08% — 4,435 $2.3M
Edge Financial Advisors LLC 2.04% Reduce -1.8% 4,459 $2.3M
WT Wealth Management 0.71% Add +14.3% 4,455 $2.3M
Morton Capital Management LLC 0.43% Add +0.1% 4,435 $2.3M
TrinityPoint Wealth, LLC 0.32% Reduce -0.8% 4,419 $2.3M
WMG Financial Advisors, LLC 0.97% Add +8.1% 4,415 $2.3M
Accredited Investors Inc. 0.13% Add +16.8% 4,410 $2.3M
ProVise Management Group, LLC 0.19% Reduce -53.0% 4,386 $2.2M
Pathway Financial Advisors LLC 0.52% No change 4,385 $2.2M
Aire Advisors, LLC 0.46% Add +6.7% 4,375 $2.2M
Lionshead Wealth Management, LLC 1.62% — 4,374 $2.2M
Moss Adams Wealth Advisors LLC 0.24% Reduce -0.1% 4,374 $2.2M
Ignite Planners, LLC 0.49% Add +4.0% 4,312 $2.2M
Hummer Financial Advisory Services Inc 1.76% No change 4,366 $2.2M
Bank of Marin 1.76% Reduce -0.8% 4,340 $2.2M
Wellspring Financial Advisors, LLC 0.23% Add +0.0% 1,436,114 $2.2M
American Money Management, LLC 0.43% Reduce -0.9% 4,326 $2.2M
Kiely Wealth Advisory Group, Inc. 1.42% Add +16.3% 4,968 $2.2M
Glenview Trust Co 0.04% Reduce -2.8% 4,315 $2.2M
Clarius Group, LLC 0.15% Reduce -5.3% 4,307 $2.2M
Fairscale Capital, LLC 1.89% Add +1.0% 4,304 $2.2M
Beaumont Financial Advisors, LLC 0.16% Reduce -3.4% 4,292 $2.2M
Vertex Planning Partners, LLC 0.48% Add +3.5% 4,289 $2.2M
Stonebridge Financial Group, LLC 0.24% — 4,289 $2.2M
Weatherly Asset Management L. P. 0.19% Add +106.8% 4,275 $2.2M
LaSalle St. Investment Advisors, LLC 0.68% Add +10.9% 4,270 $2.2M
First Citizens Financial Corp 1.18% Add +5.0% 4,266 $2.2M
Michels Family Financial, LLC 1.99% — 4,256 $2.2M
FSM Wealth Advisors, LLC 0.53% Add +15.7% 4,240 $2.2M
Accurate Wealth Management, LLC 0.42% Reduce -87.4% 4,289 $2.2M
Wealthedge Investment Advisors, LLC 0.98% — 4,255 $2.2M
MinichMacGregor Wealth Management, LLC 0.45% Add +53.0% 4,252 $2.2M
Simon Quick Advisors, LLC 0.13% Add +10.7% 4,238 $2.2M
Lyell Wealth Management, LP 0.19% Reduce -4.0% 4,238 $2.2M
Cypress Asset Management Inc. 0.54% Reduce -11.8% 3,719 $2.2M
CenterStar Asset Management, LLC 4.73% Add +5.2% 4,214 $2.2M
Mathes Company, Inc. 0.79% No change 4,210 $2.2M
PICTET BANK & TRUST Ltd 2.15% No change 4,200 $2.1M
McDonald Partners LLC 0.55% Add +5.5% 4,194 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 1.04% Reduce -5.0% 4,178 $2.1M
Northern Financial Advisors Inc 1.71% Add +2.1% 4,177 $2.1M
CVFG LLC 1.94% — 4,164 $2.1M
Clarity Capital Partners LLC 1.10% Add +8.0% 4,151 $2.1M
First Foundation Advisors 0.08% Add +3.8% 4,136 $2.1M
Gold Investment Management Ltd. 0.89% No change 4,127 $2.1M
Perennial Advisors, LLC 0.46% — 4,125 $2.1M
Manhattan West Asset Management, LLC 0.57% Reduce -10.5% 4,124 $2.1M
Cornerstone Wealth Group, LLC 0.17% Reduce -3.5% 4,119 $2.1M
UMB Bank, n.a. 0.03% Add +0.2% 4,116 $2.1M
Valtinson Bruner Financial Planning LLC 0.73% Reduce -0.1% 4,115 $2.1M
J. L. Bainbridge & Co., Inc. 0.20% No change 4,108 $2.1M
PBMares Wealth Management LLC 0.43% Add +39.8% 4,108 $2.1M
Ridgecrest Wealth Partners, LLC 1.14% Add +0.1% 4,100 $2.1M
Compass Capital Corp. /Ma/ 0.82% — 3,970 $2.1M
Mainsail Financial Group, LLC 1.21% Reduce -1.4% 4,084 $2.1M
Insight Wealth Strategies, LLC 0.28% Reduce -14.3% 4,081 $2.1M
Dash Acquisitions Inc. 0.44% No change 3,991 $2.1M
JFG Wealth Management, LLC 0.48% Add +1.4% 4,066 $2.1M
Blue Capital, Inc. 1.46% — 4,059 $2.1M
Van Hulzen Asset Management, LLC 0.15% Add +0.3% 4,055 $2.1M
Tower Wealth Partners, Inc. 1.08% Reduce -4.3% 4,047 $2.1M
Arvest Investments, Inc. 0.33% Reduce -6.9% 4,047 $2.1M
Infinity Wealth Counsel, LLC 2.20% — 4,036 $2.1M
Patton Albertson Miller Group, LLC 0.28% Add +487.2% 4,034 $2.1M
Sfm, LLC 1.45% Reduce -1.2% 4,020 $2.1M
Rainier Family Wealth Inc. 2.48% — 4,013 $2.1M
Resonant Capital Advisors, LLC 0.15% Add +0.2% 4,010 $2.1M
Valley Financial Group, Inc. 1.42% Reduce -1.3% 4,005 $2.0M
CFS Investment Advisory Services, LLC 0.18% Add +1.3% 4,003 $2.0M
Premier Path Wealth Partners, LLC 0.31% Add +1.1% 3,993 $2.0M
Prudential PLC 0.01% Reduce -55.8% 3,993 $2.0M
Quantum Private Wealth, LLC 0.65% Add +0.3% 3,975 $2.0M
Obsidian Cio, LLC 0.37% Add +18.9% 3,967 $2.0M
Capasso Planning Partners LLC 0.81% Reduce -37.1% 3,963 $2.0M
Fifth Third Wealth Advisors LLC 0.11% Add +35.1% 3,955 $2.0M
Eagle Strategies LLC 0.35% Add +8.8% 3,944 $2.0M
Patrick M Sweeney & Associates, Inc. 1.51% Add +0.0% 3,931 $2.0M
Net Worth Advisory Group 0.61% Add +15.1% 3,928 $2.0M
ZEGA Investments, LLC 0.59% — 3,774 $2.0M
Peregrine Asset Advisers, Inc. 0.74% Reduce -8.3% 3,908 $2.0M
Manske Wealth Management 0.79% — 3,906 $2.0M
Cardinal Point Capital Management ULC 0.32% Add +0.5% 3,902 $2.0M
United Asset Strategies, Inc. 0.18% Reduce -0.4% 3,897 $2.0M
Broadleaf Partners, LLC 0.46% Add +3.1% 3,893 $2.0M
Lazari Capital Management, Inc. 0.79% Reduce -17.8% 3,892 $2.0M
waypoint wealth counsel 1.30% Add +1.6% 3,890 $2.0M
Procyon Advisors, LLC 0.13% Add +7.4% 3,878 $2.0M
Websterrogers Financial Advisors, LLC 0.69% No change 3,877 $2.0M
TRUE Private Wealth Advisors 0.24% Reduce -75.5% 3,874 $2.0M
Prairie Sky Financial Group LLC 1.21% Add +11.5% 3,868 $2.0M
Grange Capital, LLC 2.07% — 3,856 $2.0M
Blackston Financial Advisory Group, LLC 0.98% Reduce -11.4% 3,855 $2.0M
Laidlaw Wealth Management LLC 0.86% Reduce -2.5% 3,854 $2.0M
Goelzer Investment Management, Inc. 0.11% Reduce -9.3% 3,852 $2.0M
Bricktown Capital, LLC 0.41% No change 3,849 $2.0M
Pictet North America Advisors SA 0.19% No change 3,846 $2.0M
Patten & Patten Inc. 0.13% Add +1.3% 3,843 $2.0M
Plante Moran Financial Advisors, LLC 0.16% Add +36.3% 3,840 $2.0M
Family Manage LLC 0.32% Reduce -33.9% 3,835 $2.0M
RPS Advisory Solutions LLC 1.22% Reduce -62.1% 3,832 $2.0M
Millennium Capital Advisors, LLC 1.33% Add +0.0% 3,822 $2.0M
Northwest Bancshares, Inc. 0.36% Reduce -2.6% 3,819 $2.0M
Uhlmann Price Securities, LLC 1.47% Add +0.1% 3,818 $2.0M
Zions Bancorporation, N.A. 0.12% Reduce -1.1% 3,806 $1.9M
Apella Capital, LLC 0.07% Add +2.9% 3,805 $1.9M
Davis R M Inc. 0.04% Add +0.3% 3,799 $1.9M
Smart Portfolios, LLC 2.03% Add +0.3% 3,795 $1.9M
Mosaic Financial Group, LLC 1.39% Add +1.0% 3,790 $1.9M
Welch Group, LLC 0.09% Add +2.7% 3,744 $1.9M
Pinnacle Bancorp, Inc. 0.63% Reduce -0.3% 3,775 $1.9M
Old National Bancorp 0.05% Add +20.4% 3,770 $1.9M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -4.7% 3,770 $1.9M
Callan Family Office, LLC 0.12% Add +0.4% 3,762 $1.9M
Guyasuta Investment Advisors Inc. 0.12% No change 3,757 $1.9M
Ballew Advisors, Inc 1.22% Add +15.4% 3,795 $1.9M
Wellington Shields & Co., LLC 0.59% Add +6.8% 3,751 $1.9M
First Commonwealth Financial Corp 0.45% Add +10.2% 3,750 $1.9M
Selective Wealth Management, Inc. 0.78% Add +5.1% 3,791 $1.9M
Ridgewood Investments LLC 0.92% Reduce -1.8% 3,740 $1.9M
German American Bancorp, Inc. 0.20% Add +5.7% 3,730 $1.9M
Summit Asset Management, LLC 0.33% Reduce -0.8% 3,728 $1.9M
Flavin Financial Services, Inc. 1.81% — 3,725 $1.9M
Waldron Private Wealth LLC 0.08% Add +3.2% 3,724 $1.9M
MIdWestOne Financial Group, Inc. 0.27% Add +2.0% 3,700 $1.9M
Symphony Financial, Ltd. Co. 0.30% Reduce -16.2% 3,603 $1.9M
Meridian Management Co. 0.50% Add +9.7% 3,686 $1.9M
Sulzberger Capital Advisors, Inc. 2.15% — 3,678 $1.9M
B.O.S.S. Retirement Advisors, LLC 0.52% Add +507.8% 3,659 $1.9M
Front Row Advisors LLC 0.65% Add +1.5% 3,658 $1.9M
Yarger Wealth Strategies, LLC 1.08% Add +19.8% 3,655 $1.9M
KG Capital Management 0.60% Add +5.2% 3,636 $1.9M
BigSur Wealth Management LLC 0.53% Reduce -59.8% 3,635 $1.9M
Optima Capital LLC 1.28% — 3,633 $1.9M
Platform Technology Partners 0.56% Add +2.0% 3,618 $1.8M
Weaver Consulting Group 0.57% Add +1.2% 3,610 $1.8M
Ferguson Shapiro LLC 0.68% Add +609.8% 3,606 $1.8M
Hutchens & Kramer Investment Management Group, LLC 1.00% Reduce -2.0% 3,605 $1.8M
F&V Capital Management, LLC 0.48% No change 3,603 $1.8M
Element Wealth, LLC 0.96% Reduce -8.6% 3,603 $1.8M
MFA Wealth Services 1.48% — 3,600 $1.8M
Clark Capital Management Group, Inc. 0.01% Add +31.2% 3,598 $1.8M
BSW Wealth Partners 0.27% Add +16.2% 3,593 $1.8M
Naples Global Advisors, LLC 0.17% Add +5.2% 3,589 $1.8M
Comprehensive Financial Planning, Inc. 1.55% — 3,581 $1.8M
Atlas Brown,Inc. 0.63% Add +0.8% 3,579 $1.8M
First American Trust, FSB 0.18% Add +23.9% 3,571 $1.8M
Bradley & Co. Private Wealth Management, LLC 1.14% — 3,563 $1.8M
Oder Investment Management, LLC 1.51% Reduce -0.0% 3,557 $1.8M
Slagle Financial, LLC 0.82% Reduce -3.7% 3,557 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.24% Add +6.4% 3,551 $1.8M
Northeast Investment Management 0.08% Add +1.9% 3,541 $1.8M
Allen Mooney & Barnes Investment Advisors LLC 0.30% Add +0.1% 3,532 $1.8M
Napa Wealth Management 0.78% Reduce -44.1% 3,530 $1.8M
Ingalls & Snyder LLC 0.07% Add +11.6% 3,526 $1.8M
Cantor Fitzgerald, L. P. 0.07% Add +3.6% 3,526 $1.8M
Wealth Management Associates, Inc. 0.77% Reduce -1.1% 3,522 $1.8M
Aviso Wealth Management 0.92% Add +0.3% 3,513 $1.8M
One Wealth Management Investment & Advisory Services, LLC 2.84% Add +7.3% 3,508 $1.8M
Cannell & Spears LLC 0.04% Add +6.1% 3,508 $1.8M
Crown Wealth Group, LLC 0.73% Add +317.2% 3,500 $1.8M
CX Institutional 0.07% Add +40.4% 3,497 $1.8M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5.91% New 3,491 $1.8M
Carolinas Wealth Consulting LLC 0.35% Add +1323.7% 48,905 $1.8M
AllSquare Wealth Management LLC 1.02% Reduce -1.2% 3,475 $1.8M
Affiance Financial, LLC 0.42% Add +20.6% 3,473 $1.8M
Viewpoint Capital Management LLC 0.93% Add +37.2% 3,468 $1.8M
Chilton Capital Management LLC 0.07% Add +1.9% 3,457 $1.8M
Berbice Capital Management LLC 1.41% — 3,449 $1.8M
Dock Street Asset Management Inc. 0.21% Add +6.4% 3,439 $1.8M
Collaborative Wealth Managment Inc. 0.79% Reduce -1.3% 3,423 $1.8M
Scarborough Advisors, LLC 0.25% Add +24.7% 3,420 $1.7M
Perbak Capital Partners LLP 0.93% New 3,417 $1.7M
Gentry Private Wealth, LLC 7.25% Reduce -9.1% 3,410 $1.7M
Dana Investment Advisors, Inc. 0.06% Add +0.9% 3,406 $1.7M
Central Valley Advisors, LLC 0.79% Reduce -8.5% 3,404 $1.7M
Agp Franklin, LLC 1.06% — 3,401 $1.7M
Seeds Investor LLC 0.49% Add +23.8% 3,393 $1.7M
Dearborn Partners LLC 0.07% Reduce -0.9% 3,391 $1.7M
Winebrenner Capital Management LLC 1.33% — 3,388 $1.7M
Pinnacle Wealth Planning Services, Inc. 0.26% Add +86.8% 3,381 $1.7M
AA Financial Advisors, LLC 0.46% Add +1.1% 3,378 $1.7M
Intrepid Financial Planning Group LLC 0.73% New 3,377 $1.7M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +11.9% 3,369 $1.7M
Colorado Capital Management, Inc. 0.83% Reduce -5.7% 3,367 $1.7M
MKT Advisors LLC 0.75% Add +0.8% 3,297 $1.7M
Trust Point Inc. 0.12% Add +36.3% 3,365 $1.7M
Cyndeo Wealth Partners, LLC 0.12% Add +16.5% 3,357 $1.7M
West Coast Financial LLC 0.19% Reduce -2.3% 3,353 $1.7M
Acas, LLC 1.27% Add +1.7% 3,252 $1.7M
GAMMA Investing LLC 0.15% Add +159.6% 3,349 $1.7M
Optivise Advisory Services LLC 0.92% Add +16.7% 3,345 $1.7M
Sierra Capital LLC 0.20% No change 3,343 $1.7M
Chicago Capital, LLC 0.05% Add +23.6% 3,332 $1.7M
Bravias Capital Group, LLC 1.38% — 3,244 $1.7M
Evelyn Partners Investment Management (Europe) Ltd 0.61% — 3,307 $1.7M
First Financial Group Corp 1.87% — 3,300 $1.7M
BBR Partners, LLC 0.12% Reduce -30.5% 3,300 $1.7M
Manchester Capital Management LLC 0.20% Add +7.2% 3,298 $1.7M
Scientech Research LLC 0.48% New 3,289 $1.7M
Coastwise Capital Group, LLC 1.34% Add +7.4% 3,285 $1.7M
Tompkins Financial Corp. 0.16% No change 3,283 $1.7M
Wealthspan Partners, LLC 0.80% Add +9.4% 3,278 $1.7M
Wolff Financial Management LLC 0.46% Add +0.7% 3,276 $1.7M
Safeguard Financial, LLC 0.36% Add +1.1% 3,274 $1.7M
B&D White Capital Company, LLC 0.28% Reduce -47.7% 3,272 $1.7M
Coastal Bridge Advisors, LLC 0.42% Add +4.5% 3,272 $1.7M
Gryphon Financial Partners LLC 0.24% Add +1.5% 3,272 $1.7M
Denver PWM, LLC 0.65% Add +0.3% 3,268 $1.7M
Gilbert & Cook, Inc. 0.24% Reduce -0.4% 3,263 $1.7M
Smith Salley Wealth Management 0.11% Add +14.7% 3,262 $1.7M
Sage Advisors, LLC 1.25% Add +26.6% 3,262 $1.7M
CFO4Life Group, LLC 0.29% Add +0.1% 3,261 $1.7M
Jasper Ridge Partners, L.P. 0.05% Reduce -24.2% 3,256 $1.7M
Encompass Wealth Advisors, LLC 0.67% Add +71.5% 3,253 $1.7M
Copperleaf Capital, LLC 1.05% Reduce -2.4% 3,242 $1.7M
Cape Investment Advisory, Inc. 0.65% Reduce -0.9% 3,237 $1.7M
GHP Investment Advisors, Inc. 0.08% Add +1.8% 3,233 $1.7M
Mezzasalma Advisors, LLC 0.53% Add +6.6% 3,227 $1.6M
Professional Financial Advisors, LLC 0.42% Reduce -0.6% 3,226 $1.6M
Red Door Wealth Management, LLC 0.25% Reduce -15.1% 3,225 $1.6M
FAS Wealth Partners, Inc. 0.14% Reduce -2.5% 3,219 $1.6M
True Freedom Investing, LLC 0.71% — 3,213 $1.6M
Beacon Investment Advisory Services, Inc. 0.07% Add +53.1% 3,207 $1.6M
Tranquility Partners, LLC 0.62% Add +5.0% 3,177 $1.6M
Invesco Ltd. 0.00% Reduce -58.5% 3,194 $1.6M
Parsons Capital Management Inc. 0.09% No change 3,187 $1.6M
Investment Partners Asset Management, Inc. 1.28% Reduce -1.7% 3,186 $1.6M
Three Cord True Wealth Management, LLC 1.41% — 3,183 $1.6M
First Hawaiian Bank 0.05% Reduce -5.8% 3,171 $1.6M
Country Club Bank 0.11% Reduce -4.9% 3,139 $1.6M
DHK Financial Advisors, Inc. 0.98% Add +0.3% 3,159 $1.6M
Atmos Capital Gestao DE Recursos Ltda. 0.35% Reduce -47.0% 3,127 $1.6M
Austin Private Wealth, LLC 0.15% Add +8.4% 3,150 $1.6M
Beacon Bridge Wealth Partners, LLC 0.68% Add +7.8% 3,147 $1.6M
Transform Wealth, LLC 0.09% Add +32.0% 3,147 $1.6M
Elios Financial Group Inc. 0.76% Add +0.2% 3,145 $1.6M
Cadent Capital Advisors, LLC 0.56% Add +19.1% 3,144 $1.6M
NBZ Investment Advisors LLC 0.90% — 3,144 $1.6M
Dorsey & Whitney Trust CO LLC 0.09% No change 3,130 $1.6M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.6M
Indiana Trust & Investment Management Co 0.54% Add +0.5% 3,127 $1.6M
BNC Wealth Management, LLC 0.53% Reduce -3.5% 3,126 $1.6M
Regent Peak Wealth Advisors LLC 0.36% No change 3,125 $1.6M
GatePass Capital, LLC 1.77% — 3,122 $1.6M
Castleview Partners, LLC 0.86% New 3,125 $1.6M
Orange Investment Advisors, Inc. 0.18% Add +4.4% 3,115 $1.6M
Quest 10 Wealth Builders, Inc. 1.57% — 3,089 $1.6M
Oakworth Capital, Inc. 0.11% Reduce -0.2% 3,085 $1.6M
Ipsen Advisor Group LLC 1.35% — 3,085 $1.6M
Catalina Capital Group, LLC 0.51% Reduce -3.8% 3,057 $1.6M
RPG Investment Advisory, LLC 0.21% Add +0.1% 3,053 $1.6M
Financial Perspectives, Inc 0.52% Add +1.7% 3,051 $1.6M
Cambridge Financial Group, LLC 0.67% Reduce -8.8% 3,048 $1.6M
Vernal Point Advisors, LLC 1.07% No change 3,035 $1.6M
Global Financial Private Client, LLC 0.58% Add +0.1% 3,031 $1.5M
Okabena Investment Services Inc. 0.43% New 3,031 $1.5M
Great Lakes Advisors, LLC 0.01% Add +20.0% 3,028 $1.5M
Howland Capital Management LLC 0.07% No change 3,027 $1.5M
TCFG Wealth Management, LLC 0.78% Add +1.1% 3,026 $1.5M
HM Payson & Co. 0.03% Reduce -5.1% 3,024 $1.5M
Morton Brown Family Wealth, LLC 0.54% Reduce -6.3% 3,016 $1.5M
Elite Financial, Inc. 0.83% — 3,014 $1.5M
Chemistry Wealth Management LLC 0.36% Add +1.2% 3,006 $1.5M
Gruss & Co., LLC 6.55% Add +100.0% 3,000 $1.5M
Alaethes Wealth, LLC 0.55% Reduce -2.6% 3,000 $1.5M
Warberg Asset Management LLC 6.05% New 3,000 $1.5M
Balentine LLC 0.06% Add +0.0% 2,995 $1.5M
Intrepid Capital Management Inc. 0.96% Add +8.4% 2,994 $1.5M
Ipswich Investment Management Co., Inc. 0.37% Add +0.2% 2,993 $1.5M
Shoker Investment Counsel, Inc. 0.52% Add +0.3% 2,992 $1.5M
Asset Allocation & Management Company, LLC 0.83% Reduce -14.3% 2,984 $1.5M
Wade Financial Advisory, Inc 0.52% No change 2,984 $1.5M
Curated Wealth Partners LLC 0.17% No change 2,982 $1.5M
Liberty One Investment Management, LLC 0.17% Add +11.8% 2,979 $1.5M
NCM Capital Management, LLC 0.69% Add +0.0% 2,979 $1.5M
Nicolet Bankshares Inc. 0.30% Reduce -2.2% 2,973 $1.5M
Performance Wealth Partners, LLC 0.05% Reduce -0.8% 2,965 $1.5M
Bienville Capital Management, LLC 0.37% Reduce -26.2% 2,961 $1.5M
Evernest Financial Advisors, LLC 0.39% Add +3.4% 2,954 $1.5M
Sage Capital Advisors,llc 0.39% No change 2,953 $1.5M
Redwood Financial Network Corp 1.12% Reduce -20.0% 2,951 $1.5M
Stewardship Advisors, LLC 0.42% Add +15.3% 2,948 $1.5M
Aries Wealth Management 0.41% Add +154.4% 2,944 $1.5M
Sentinel Pension Advisors, LLC 0.28% Add +1.3% 2,939 $1.5M
Cherry Creek Investment Advisors, Inc. 0.74% Reduce -6.0% 2,933 $1.5M
Veery Capital, LLC 0.57% Reduce -4.5% 2,920 $1.5M
O'Dell Group, LLC 0.34% Add +0.6% 2,916 $1.5M
Arcadia Wealth Management, Inc. 1.26% — 2,911 $1.5M
McElhenny Sheffield Capital Management, LLC 0.50% Reduce -96.9% 2,907 $1.5M
Grantvest Financial Group LLC 1.66% — 2,905 $1.5M
49 Wealth Management, LLC 0.21% Reduce -5.0% 2,891 $1.5M
Vantage Point Financial LLC 0.80% — 2,886 $1.5M
Tortoise Investment Management, LLC 0.16% No change 2,883 $1.5M
Russell Investments Group, Ltd. 0.00% Add +25.0% 2,869 $1.5M
Private Capital Advisors, Inc. 0.17% Reduce -0.2% 2,867 $1.5M
Madden Advisory Services, Inc. 0.68% Add +15.1% 2,862 $1.5M
Proactive Wealth Strategies LLC 0.76% Add +32.3% 2,855 $1.5M
Jackson, Grant Investment Advisers, Inc. 0.56% Add +83.6% 2,853 $1.5M
Abound Wealth Management 0.47% Add +1.8% 2,848 $1.5M
Wimmer Associates 1, LLC 0.72% No change 2,835 $1.4M
Stelac Advisory Services LLC 0.56% No change 2,828 $1.4M
Rialto Wealth Management, LLC 0.48% — 2,823 $1.4M
Hibernia Wealth Partners, LLC 1.10% Reduce -48.8% 2,819 $1.4M
Fortress Private Ledger, LLC 0.88% — 2,818 $1.4M
ArchPoint Investors 0.47% No change 2,813 $1.4M
Klingman & Associates, LLC 0.09% Add +3.8% 2,814 $1.4M
Diversified Portfolios, Inc. 0.16% Reduce -20.1% 2,803 $1.4M
Colonial River Investments, LLC 0.69% Reduce -12.6% 2,802 $1.4M
Stevard, LLC 5.34% Add +1.8% 2,801 $1.4M
Patron Partners, LLC 0.77% Add +17.6% 2,795 $1.4M
Johnson Financial Group, Inc. 0.07% Add +50.3% 2,732 $1.4M
Van Cleef Asset Management,Inc 0.16% Reduce -1.3% 2,791 $1.4M
Long Run Wealth Advisors, LLC 0.34% Add +0.3% 2,789 $1.4M
Birchcreek Wealth Management, LLC 0.89% Add +1.7% 2,787 $1.4M
Breed's Hill Capital LLC 0.74% No change 2,785 $1.4M
Family Investment Center, Inc. 0.36% Reduce -14.9% 2,785 $1.4M
Hobbs Group Advisors, LLC 0.53% Reduce -32.0% 2,777 $1.4M
Chapin Davis, Inc. 0.46% No change 2,903 $1.4M
Vise Technologies, Inc. 0.12% Add +145.2% 2,766 $1.4M
Vigilare Wealth Management 0.57% Reduce -11.4% 2,761 $1.4M
Liberty Wealth Management LLC 0.24% Add +0.8% 2,758 $1.4M
Aldebaran Financial Inc. 1.65% Add +1.4% 2,732 $1.4M
Osborne Partners Capital Management, LLC 0.08% Add +4.9% 2,751 $1.4M
Sagace Wealth Management LLC 1.05% Reduce -9.7% 2,746 $1.4M
Nicholas Wealth, LLC. 0.76% Add +22.3% 2,775 $1.4M
Willner & Heller, LLC 1.23% Reduce -3.5% 2,744 $1.4M
Wooster Corthell Wealth Management, Inc. 0.31% Add +0.8% 2,743 $1.4M
StoneCrest Wealth Management, Inc. 0.91% Reduce -3.3% 2,737 $1.4M
Dunhill Financial, LLC 0.65% Add +47.5% 2,736 $1.4M
Baron Wealth Management LLC 0.66% Add +0.3% 2,735 $1.4M
Jentner Corp 0.41% Add +34.5% 2,733 $1.4M
Blue Fin Capital, Inc. 0.26% Reduce -3.9% 2,730 $1.4M
Taylor Financial Group, Inc. 0.97% No change 2,730 $1.4M
Mascoma Wealth Management LLC 0.35% Reduce -34.1% 2,727 $1.4M
Stiles Financial Services Inc 0.50% Reduce -7.2% 2,723 $1.4M
Founders Financial Alliance, LLC 0.38% Reduce -3.1% 2,714 $1.4M
MPS Loria Financial Planners, LLC 0.41% Add +2.1% 2,713 $1.4M
Logan Stone Capital, LLC 0.46% New 2,711 $1.4M
Ironwood Investment Counsel, LLC 0.24% Add +0.1% 2,710 $1.4M
Wealth Effects LLC 0.49% Add +3.0% 2,705 $1.4M
Thompson David Blair 1.00% — 2,693 $1.4M
First PREMIER Bank 0.35% No change 2,674 $1.4M
Thoma Capital Management LLC 0.93% — 2,665 $1.4M
Sheridan Capital Management, LLC 0.96% Add +2.3% 2,665 $1.4M
True North Advisors, LLC 0.32% Add +11.2% 2,661 $1.4M
Windward Capital Management Co. 0.10% No change 2,658 $1.4M
Walkner Condon Financial Advisors LLC 0.28% Add +2.2% 2,658 $1.4M
Illumine Investment Management, LLC 1.12% — 2,653 $1.4M
BIP Wealth, LLC 0.09% Add +40.7% 2,649 $1.4M
Total Wealth Planning & Management, Inc. 1.32% — 2,638 $1.3M
Cambridge Advisors Inc. 0.30% Add +5.7% 2,633 $1.3M
Topsail Wealth Management, LLC 0.29% — 2,633 $1.3M
HRC Wealth Management, LLC 0.80% Add +4.1% 2,631 $1.3M
FreeGulliver LLC 0.70% Add +8.5% 2,623 $1.3M
Solstein Capital, LLC 0.75% No change 2,621 $1.3M
Cadinha & Co. LLC 0.22% Reduce -27.7% 2,621 $1.3M
First Financial Corp. 0.62% No change 2,619 $1.3M
5T Wealth, LLC 0.73% — 2,615 $1.3M
Armbruster Capital Management, Inc. 0.27% Reduce -1.4% 2,614 $1.3M
Quantum Financial Advisors, LLC 0.20% New 2,608 $1.3M
IMA Advisory Services, Inc. 0.16% Add +30.2% 2,606 $1.3M
Passive Capital Management, LLC. 0.47% Add +0.3% 2,597 $1.3M
Disciplined Investments, LLC 0.65% Add +0.2% 2,590 $1.3M
Global Strategic Investment Solutions, LLC 0.15% Add +4.2% 2,587 $1.3M
North Point Portfolio Managers Corp. 0.23% No change 2,586 $1.3M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.30% — 2,577 $1.3M
Fairman Group, LLC 1.08% No change 2,572 $1.3M
Nilsine Partners, LLC 0.14% Reduce -1.4% 2,562 $1.3M
Alteri Wealth LLC 0.36% — 2,546 $1.3M
Arlington Capital Management, Inc. 0.90% Add +6.5% 2,544 $1.3M
Aspire Capital Advisors LLC 0.37% Add +49.4% 2,521 $1.3M
BNP Paribas 0.02% Add +1859.4% 2,508 $1.3M
180 Wealth Advisors, LLC 0.20% Reduce -1.3% 2,516 $1.3M
Callan Capital, LLC 0.09% Reduce -27.6% 2,513 $1.3M
UNIVEST FINANCIAL Corp 0.08% Reduce -2.9% 2,508 $1.3M
Leading Edge Financial Planning LLC 0.42% Reduce -1.0% 2,506 $1.3M
Bridgewealth Advisory Group, LLC 0.36% Add +10.7% 2,386 $1.3M
Delta Financial Group, Inc. 0.30% Reduce -0.9% 2,497 $1.3M
Consolidated Capital Management, LLC 0.56% Reduce -1.0% 2,495 $1.3M
Checchi Capital Advisers, LLC 0.10% Add +9.1% 2,495 $1.3M
Private Capital Management, LLC 0.14% Add +26.2% 2,492 $1.3M
Ullmann Wealth Partners Group, LLC 0.16% Add +0.0% 2,490 $1.3M
Appleton Partners Inc. 0.09% Reduce -2.8% 2,488 $1.3M
Total Investment Management Inc. 0.18% Add +3.2% 2,482 $1.3M
FSA Advisors, Inc. 1.55% Reduce -32.5% 2,582 $1.3M
1832 Asset Management L.P. 0.00% Add +0.6% 2,471 $1.3M
Well Done, LLC 0.23% No change 2,586 $1.3M
Beacon Bank & Trust 0.29% Reduce -0.6% 2,468 $1.3M
Integrity Wealth Solutions LLC 0.70% Reduce -1.1% 2,460 $1.3M
Halbert Hargrove Global Advisors, LLC 0.07% Add +18.1% 2,459 $1.3M
SLT Holdings LLC 1.21% — 2,449 $1.3M
Cedar Wealth Management, LLC 0.45% Reduce -3.9% 2,448 $1.3M
Granger Management LLC 0.28% Reduce -85.0% 2,447 $1.3M
Arcadia Wealth Management, LLC 0.63% Add +0.3% 2,447 $1.3M
Powers Advisory Group, LLC 0.63% No change 2,444 $1.2M
TCTC Holdings, LLC 0.04% Add +9.7% 2,444 $1.2M
Enclave Advisors LLC 0.21% Reduce -0.2% 2,443 $1.2M
Breakwater Capital Group 0.25% Reduce -0.4% 2,438 $1.2M
Wealthquest Corp 0.10% No change 2,432 $1.2M
Mosley Wealth Management 0.77% Add +45.6% 2,387 $1.2M
Romano Brothers and Company 0.16% No change 2,427 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -2.4% 2,423 $1.2M
Park National Corp. 0.05% Reduce -18.3% 2,423 $1.2M
Wealth Architects, LLC 0.14% Add +1.6% 2,416 $1.2M
Unique Wealth, LLC 0.26% Add +154.9% 2,404 $1.2M
Jeppson Wealth Management, LLC 0.45% Add +3.0% 2,401 $1.2M
Financial Sense Advisors, Inc. 0.41% Reduce -20.5% 2,400 $1.2M
Maple Capital Management, Inc. 0.09% Add +31.5% 2,393 $1.2M
Aspire Growth Partners LLC 1.19% — 2,388 $1.2M
Aaron Wealth Advisors LLC 0.14% Add +1.5% 2,387 $1.2M
Towne Trust Company, N.A 0.43% New 2,382 $1.2M
TigerOak Management, L.L.C. 0.44% — 2,377 $1.2M
Seelaus Asset Management LLC 1.13% Add +3.9% 2,376 $1.2M
Meeder Advisory Services, Inc. 0.08% Reduce -5.8% 2,375 $1.2M
Novus Advisors, LLC 1.21% — 2,371 $1.2M
Kades & Cheifetz LLC 0.62% Reduce -4.9% 2,359 $1.2M
Archford Capital Strategies, LLC 0.18% Add +22.1% 2,356 $1.2M
Werba Rubin Papier Wealth Management 0.28% Add +7.9% 2,351 $1.2M
JDM Financial Group LLC 0.62% Reduce -0.3% 2,350 $1.2M
Lewis Asset Management, LLC 0.92% Add +0.1% 2,347 $1.2M
Kickstand Ventures, Llc. 0.31% Reduce -1.6% 2,346 $1.2M
Means Investment Co., Inc. 0.12% Reduce -3.9% 2,343 $1.2M
Geometric Wealth Advisors 0.22% No change 2,334 $1.2M
JCIC Asset Management Inc. 0.48% Reduce -1.1% 2,330 $1.2M
17 Capital Partners, LLC 0.75% Reduce -8.1% 2,326 $1.2M
Worth Asset Management, LLC 0.63% Reduce -34.4% 2,322 $1.2M
Clear Harbor Asset Management, LLC 0.10% Add +34.6% 2,320 $1.2M
Inspirion Wealth Advisors, LLC 0.17% Add +0.1% 2,296 $1.2M
Heritage Wealth Management, Inc. 1.01% No change 2,313 $1.2M
Axecap Investments, LLC 0.89% Add +1.0% 2,313 $1.2M
Cornerstone Capital, Inc. 0.12% No change 2,309 $1.2M
First Washington CORP 0.42% Reduce -3.9% 2,308 $1.2M
Centurion Wealth Management LLC 0.37% Reduce -0.9% 2,306 $1.2M
Community Bank, N.A. 0.15% No change 2,301 $1.2M
Novem Group 0.17% — 2,293 $1.2M
Pamplona Capital Management, LLC 0.17% — 2,284 $1.2M
Heritage Wealth Advisors 0.06% Reduce -26.0% 2,278 $1.2M
Philip James Wealth Mangement, LLC 0.16% Reduce -0.6% 2,263 $1.2M
McHugh Group, LLC 0.88% — 2,262 $1.2M
Code Waechter LLC 1.01% Add +2.5% 2,261 $1.2M
Tru Independence Asset Management 2, LLC 0.96% Add +26.5% 2,261 $1.2M
Wealth Dimensions Group, Ltd. 0.28% Add +33.0% 2,257 $1.2M
First International Bank & Trust 0.37% No change 2,257 $1.2M
Community Financial Services Group, LLC 0.23% Reduce -3.7% 2,256 $1.2M
Investment Partners, LTD. 0.47% Add +3.7% 2,254 $1.2M
Nelson Capital Management, LLC 0.19% Add +162.5% 2,250 $1.2M
PDS Planning, Inc 0.10% Add +18.9% 2,247 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +5.3% 2,246 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.28% Reduce -1.0% 2,236 $1.1M
Norden Group LLC 0.13% Reduce -85.6% 2,236 $1.1M
Stablepoint Partners, LLC 0.21% Add +22.0% 2,235 $1.1M
REDW Wealth LLC 0.40% Reduce -51.3% 2,232 $1.1M
Tanager Wealth Management LLP 0.15% Add +7.0% 2,230 $1.1M
GM Advisory Group, LLC 0.06% Add +12.5% 2,228 $1.1M
Whitaker-Myers Wealth Managers, LTD. 0.33% Reduce -6.5% 2,218 $1.1M
Sharkey, Howes & Javer 0.16% Add +26.7% 2,216 $1.1M
Aspect Partners, LLC 0.65% Add +14.5% 2,214 $1.1M
Fiduciary Group, LLC 0.11% Add +0.8% 2,213 $1.1M
Delta Accumulation, LLC 7.01% Add +3.8% 2,305 $1.1M
Core Wealth Partners LLC 0.64% Add +3.7% 2,200 $1.1M
Mascagni Wealth Management, Inc. 1.12% — 2,396 $1.1M
Centerpoint Advisory Group 1.09% — 2,198 $1.1M
RB Capital Management, LLC 0.27% Add +4.6% 2,195 $1.1M
Penbrook Management LLC 0.77% No change 2,195 $1.1M
Williams & Novak, LLC 1.08% Reduce -2.0% 2,194 $1.1M
Cassady Schiller Wealth Management, LLC 0.41% Add +1.9% 2,190 $1.1M
Elevatus Welath Management 0.38% Add +0.3% 2,181 $1.1M
ETF Store, Inc. 1.38% Add +0.4% 2,180 $1.1M
Gradient Investments LLC 0.02% Add +2.0% 2,176 $1.1M
Wolff Wiese Magana LLC 0.73% Add +4.1% 2,168 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.62% Add +1.6% 2,160 $1.1M
Benchmark Financial Wealth Advisors, LLC 0.35% Add +7.4% 2,159 $1.1M
Clearwater Capital Advisors, LLC 0.11% Reduce -70.7% 2,148 $1.1M
Ruggaard & Associates LLC 0.48% No change 2,145 $1.1M
Facet Wealth, Inc. 0.03% Reduce -12.7% 2,097 $1.1M
Rise Advisors, LLC 0.53% Add +0.6% 2,141 $1.1M
Fragasso Financial Advisors Inc 0.08% Add +1.6% 2,141 $1.1M
Cornerstone Financial Group, LLC 1.08% — 2,135 $1.1M
Trajan Wealth LLC 0.06% Reduce -5.8% 2,135 $1.1M
Baxter Bros Inc. 0.14% Reduce -3.2% 2,126 $1.1M
Guardian Asset Advisors, LLC 0.70% Add +3.4% 2,125 $1.1M
Richardson Capital Management LLC 0.69% No change 2,125 $1.1M
Darden Wealth Group Inc 0.74% Reduce -0.7% 2,124 $1.1M
S.A. Mason LLC 0.57% Add +0.5% 2,124 $1.1M
Silvia McColl Wealth Management, LLC 0.81% Reduce -1.6% 2,121 $1.1M
Trivant Custom Portfolio Group, LLC 0.63% No change 2,121 $1.1M
Sittner & Nelson, LLC 0.47% No change 2,110 $1.1M
Saiph Capital, LLC 0.49% Add +0.8% 2,108 $1.1M
Redmont Wealth Advisors LLC 1.85% Reduce -0.8% 2,097 $1.1M
RHS Financial, LLC 0.55% Reduce -4.3% 2,094 $1.1M
Copley Financial Group, Inc. 0.82% Add +85.3% 2,088 $1.1M
City Center Advisors, LLC 1.20% New 2,088 $1.1M
Turning Point Benefit Group, Inc. 1.01% — 2,085 $1.1M
Miller Investment Management, LP 0.12% No change 2,084 $1.1M
HHM Wealth Advisors, LLC 0.14% Reduce -21.9% 2,080 $1.1M
Sterling Financial Group, Inc. 0.40% No change 2,079 $1.1M
Northstar Group, Inc. 0.18% No change 2,076 $1.1M
Scott & Selber, Inc. 0.32% Reduce -1.2% 2,075 $1.1M
International Private Wealth Advisors LLC 1.05% Add +66.6% 2,073 $1.1M
Alliance Wealth Management Group 0.28% Reduce -19.1% 2,072 $1.1M
Towercrest Capital Management 0.17% Reduce -19.1% 2,072 $1.1M
Maia Wealth LLC 0.23% Add +28.1% 2,058 $1.1M
Roble, Belko & Company, Inc 0.17% Reduce -4.3% 2,063 $1.1M
Silver Oak Wealth Advisors Services, LLC 0.91% — 2,062 $1.1M
Salomon & Ludwin, LLC 0.11% Reduce -7.9% 2,061 $1.1M
Financial Advisors, LLC 0.20% Reduce -0.4% 2,048 $1.0M
Landmark Wealth Management, LLC 0.46% Reduce -1.7% 2,049 $1.0M
Diversified Investment Strategies, LLC 0.68% No change 2,047 $1.0M
Addison Capital Co 0.42% Add +27.2% 2,046 $1.0M
Manchester Financial Inc. 0.23% Add +7.1% 2,035 $1.0M
Brass Tax Wealth Management, Inc. 0.22% Add +2.0% 2,033 $1.0M
WorthPointe, LLC 0.43% Reduce -58.0% 2,022 $1.0M
Peoples Bank 0.61% Reduce -12.9% 2,021 $1.0M
Howard Wealth Management, LLC 0.56% Reduce -6.8% 2,016 $1.0M
WealthTrust Axiom LLC 0.31% Add +43.6% 2,009 $1.0M
Blue Investment Partners LLC 0.38% No change 2,006 $1.0M
Westhampton Capital, LLC 0.52% Add +0.5% 2,003 $1.0M
Wilkins Miller Wealth Management, LLC 1.07% — 1,991 $1.0M
Financial Partners Group, LLC 0.42% Reduce -6.0% 1,992 $1.0M
Seneschal Advisors, LLC 0.85% — 1,983 $1.0M
Hurlow Wealth Management Group, Inc. 0.32% Reduce -9.6% 1,978 $1.0M
James Investment Research, Inc. 0.12% Reduce -17.3% 1,974 $1.0M
L & S Advisors Inc 0.12% Reduce -9.9% 1,974 $1.0M
Gilliland Jeter Wealth Management LLC 0.34% Add +10.8% 1,973 $1.0M
Correct Capital Wealth Management 0.20% Add +1.4% 1,969 $1.0M
USA Financial Formulas 0.16% Reduce -98.8% 1,966 $1.0M
X-Square Capital, LLC 0.41% Reduce -0.6% 1,966 $1.0M
Chesapeake Asset Management LLC 0.94% No change 1,964 $1.0M
HT Partners LLC 0.34% Add +0.2% 1,964 $1.0M
Intelligence Driven Advisers, LLC 0.19% Reduce -2.8% 1,963 $1.0M
LCNB Corp. 0.37% No change 1,960 $1.0M
Caitlin John, LLC 0.68% Add +104.4% 1,960 $1.0M
AMJ Financial Wealth Management 0.28% Add +15.2% 1,958 $1.0M
PAX Financial Group, LLC 0.18% Add +0.5% 1,956 $1000K
Sonata Capital Group Inc. 0.41% Reduce -2.9% 1,955 $999K
Partners Wealth Management, LLC 1.14% — 1,953 $998K
Monetary Management Group Inc. 0.26% No change 1,950 $997K
Earned Wealth Advisors, LLC 0.32% Add +0.2% 1,937 $990K
Hengehold Capital Management LLC 0.09% Reduce -7.9% 1,929 $986K
Sincerus Advisory, LLC 1.05% — 1,922 $983K
Meritage Portfolio Management 0.06% No change 1,919 $981K
Intrua Financial, LLC 0.16% Reduce -25.4% 1,916 $980K
Condor Capital Management 0.09% Reduce -8.1% 1,914 $979K
Harbor Group, Inc. 0.22% Add +1.5% 1,914 $979K
Berkshire Asset Management LLC 0.05% New 1,847 $978K
FMB Wealth Management 0.55% No change 1,910 $977K
Hudson Value Partners, LLC 0.36% Reduce -5.3% 1,908 $975K
MAS Advisors LLC 1.64% Reduce -48.4% 1,907 $975K
WESPAC Advisors, LLC 0.72% Reduce -17.4% 1,903 $973K
White Pine Capital LLC 0.33% Add +0.2% 1,899 $971K
Swisher Financial Concepts, Inc. 1.14% New 1,896 $969K
Smartleaf Asset Management LLC 0.10% Add +3.2% 1,877 $968K
IRON Financial LLC 0.54% Reduce -5.1% 1,890 $966K
PYA Waltman Capital, LLC 0.31% Reduce -2.8% 1,881 $962K
HFG Wealth Management, LLC 0.62% Add +5.5% 1,964 $959K
Grey Fox Wealth Advisors, LLC 0.26% Reduce -8.6% 1,874 $958K
TFG Advisers LLC 0.34% Add +6.9% 1,874 $958K
Cura Wealth Advisors, LLC 0.42% — 1,873 $958K
Park Edge Advisors, LLC 0.28% Reduce -39.5% 1,868 $955K
Waddell & Associates, LLC 0.10% Add +14.4% 1,868 $955K
Charles Schwab Trust Co 0.08% Reduce -16.2% 1,867 $954K
Second Line Capital, LLC 0.26% Reduce -0.6% 1,865 $954K
Lumbard & Kellner, LLC 0.41% Reduce -11.8% 1,865 $953K
Heritage Trust Co 0.11% — 1,864 $953K
Ami Investment Management Inc. 0.31% Add +0.9% 1,863 $952K
Aviso Financial Inc. 0.05% Add +138.1% 1,862 $952K
Carlson Capital Management 0.04% Add +10.9% 1,860 $951K
Wealthgarden F.S. LLC 0.89% Add +21.2% 1,854 $948K
Lane & Associates LLC 0.49% Reduce -10.0% 1,815 $948K
Axis Wealth Partners, LLC 0.80% — 1,851 $946K
W.G. Shaheen & Associates DBA Whitney & Co 0.10% Add +0.5% 1,850 $946K
Wilson & Boucher Capital Management, LLC 0.67% No change 1,848 $945K
Pacific Point Advisors, LLC 0.57% — 1,796 $942K
Duncker Streett & Co. Inc. 0.17% Add +2.8% 1,842 $942K
First Merchants Corp. 0.04% Add +105.6% 1,842 $942K
3EDGE Asset Management, LP 0.06% Add +38.5% 1,839 $940K
Meridian Wealth Advisors, LLC 0.15% Add +0.2% 1,838 $940K
Arkos Global Advisors 0.14% Add +12.4% 1,833 $937K
Boothbay Fund Management, LLC 0.03% New 1,830 $936K
Forte Capital LLC 0.10% Reduce -1.5% 1,828 $934K
Great Diamond Partners, LLC 0.24% Reduce -3.4% 1,824 $932K
Ergawealth Advisors, Inc. 0.46% Add +3.5% 1,823 $932K
Mairs & Power Inc. 0.01% Reduce -5.0% 1,822 $931K
Stonebridge Capital Advisors LLC 0.07% Reduce -13.1% 1,822 $931K
Cannon Wealth Management Services, LLC 0.80% Reduce -2.3% 1,794 $929K
Rockingstone Advisors LLC 0.41% Add +11.0% 1,815 $928K
Marquette Asset Management, LLC 0.15% Reduce -8.9% 1,811 $926K
Curi Capital, LLC 0.02% Reduce -23.8% 1,809 $924K
ICW Investment Advisors LLC 0.39% Reduce -1.8% 1,807 $924K
Knuff & Co LLC 0.28% Add +4415.0% 1,806 $923K
Curran Financial Partners, LLC 0.24% Add +24.5% 1,801 $921K
Cahaba Wealth Management, Inc. 0.08% Reduce -7.2% 1,801 $921K
Wick Capital Partners, LLC 0.27% Reduce -42.1% 1,798 $919K
Avalon Capital Management 0.30% No change 1,797 $919K
FRG Family Wealth Advisors LLC 0.17% Add +7.5% 1,795 $918K
Merrion Investment Management Co, LLC 0.64% No change 1,786 $913K
New Millennium Group LLC 0.53% Add +4.3% 1,786 $913K
Discipline Wealth Solutions, LLC 0.42% Add +4.0% 1,783 $911K
Pinnacle Financial Group, LLC / IL 0.36% Add +32.4% 1,783 $911K
Acorn Wealth Advisors, LLC 0.38% Add +5.3% 1,781 $911K
Shufro Rose & Co. LLC 0.07% Reduce -7.8% 1,779 $909K
Eastover Investment Advisors LLC 0.43% No change 1,778 $909K
William Howard & Co Financial Advisors Inc 0.82% Reduce -1.7% 1,775 $907K
Atlas Legacy Advisors, LLC 0.22% — 1,773 $906K
Legacy Edge Advisors, LLC 0.14% Reduce -5.4% 1,754 $904K
Key Financial Inc 0.21% Add +9.8% 1,769 $904K
Rockwood Wealth Management, LLC 0.10% Add +0.6% 1,753 $904K
Allegheny Financial Group 0.23% Add +3.9% 1,766 $903K
Concord Wealth Partners 0.15% Reduce -1.8% 1,765 $902K
Ehrlich Financial Group 0.64% Reduce -40.4% 1,761 $900K
D.B. Root & Company, LLC 0.29% Add +2.5% 1,759 $900K
Charter Oak Capital Management, LLC 0.08% Add +0.1% 1,751 $895K
Jackson Square Capital, LLC 0.22% Reduce -0.8% 1,750 $895K
TFO Wealth Partners, LLC 0.42% No change 1,745 $892K
Meridian Financial Partners LLC 0.47% Reduce -3.6% 1,743 $891K
Ranch Capital Advisors Inc. 0.42% Reduce -5.5% 1,742 $891K
W1M Investment Management Ltd 0.01% Add +76.0% 1,742 $891K
Miramar Capital, LLC 0.21% Reduce -11.6% 1,732 $885K
SFG Wealth Management, LLC. 0.46% Add +9.3% 1,732 $885K
Patten Group, Inc. 0.20% Add +12.5% 1,731 $885K
McDonough Capital Management, Inc 0.55% No change 1,729 $884K
Mma Asset Management LLC 0.39% Reduce -55.1% 1,725 $882K
West Michigan Advisors, LLC 0.27% Add +211.6% 1,723 $881K
Godsey & Gibb, Inc. 0.09% Add +1.5% 1,720 $879K
Colonial Trust Co / SC 0.13% Reduce -2.6% 1,716 $877K
LS Investment Advisors, LLC 0.13% Add +2.7% 1,715 $877K
Aft, Forsyth & Company, Inc. 0.43% Reduce -5.9% 1,710 $874K
Vista Capital Partners, Inc. 0.10% Add +2.5% 1,710 $874K
Wetzel Investment Advisors, Inc. 0.44% Reduce -5.1% 1,709 $874K
Basso Capital Management, L.P. 0.76% No change 1,707 $873K
Traphagen Investment Advisors LLC 0.09% Add +289.9% 1,704 $871K
CMT Capital Markets Trading GmbH 0.52% Add +106.5% 1,704 $871K
Whalerock Point Partners, LLC 0.21% No change 1,701 $870K
Northside Capital Management, LLC 0.23% No change 1,700 $869K
Compass Advisory Group LLC 0.31% Add +0.1% 1,698 $868K
Portside Wealth Group, LLC 0.14% Reduce -6.6% 1,695 $867K
Rockland Trust Co. 0.04% No change 1,690 $864K
Regatta Capital Group, LLC 0.17% Reduce -0.5% 1,690 $864K
Genesis Wealth Advisors, LLC 0.75% — 1,689 $864K
Synergy Financial Group, LTD 0.72% Reduce -1.8% 1,688 $863K
Capital Wealth Management, LLC 0.37% Add +8.9% 1,688 $863K
PrairieView Partners, LLC 0.09% Reduce -0.1% 1,684 $861K
Moseley Investment Management Inc. 0.33% Add +1.6% 1,677 $857K
Legacy Capital Wealth Partners, LLC 0.21% Reduce -48.6% 1,676 $857K
4WEALTH Advisors, Inc. 0.88% — 1,676 $857K
CacheTech Inc. 0.16% New 1,673 $855K
Climber Capital SA 0.70% — 1,671 $853K
Durante & Waters, LLC 0.70% No change 1,660 $849K
Country Trust Bank 0.02% Reduce -0.8% 1,654 $846K
Capstone Financial Advisors, Inc. 0.05% Add +0.2% 1,654 $846K
Mogy Joel R Investment Counsel Inc. 0.05% No change 1,652 $845K
Deltec Asset Management LLC 0.17% Reduce -20.7% 1,651 $844K
Capital Advantage, Inc. 0.15% New 1,644 $840K
Stegent Equity Advisors, Inc. 0.85% New 1,635 $836K
ORG Partners LLC 0.12% Add +9.8% 1,631 $834K
Compass Ion Advisors, LLC 0.10% Reduce -3.2% 1,629 $833K
Mindset Wealth Management, LLC 0.30% Add +12.3% 1,623 $830K
Zevin Asset Management LLC 0.12% Reduce -1.8% 1,622 $829K
Iowa State Bank 0.17% Reduce -8.7% 1,620 $828K
Paragon Private Wealth Management, LLC 0.38% Add +0.5% 1,618 $827K
Trustco Bank Corp. N Y 0.89% No change 1,618 $827K
Thompson Davis & Co., Inc. 0.53% Add +0.3% 1,617 $826K
WESPAC Advisors SoCal, LLC 0.19% Add +17.8% 1,616 $826K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Add +20.8% 1,611 $824K
Total Wealth Planning, LLC 0.13% No change 1,610 $823K
Foster Dykema Cabot & Partners, LLC 0.06% Reduce -0.7% 1,610 $823K
Bfsg, LLC 0.10% Reduce -3.9% 1,608 $822K
Great Lakes Retirement, Inc. 0.11% Reduce -78.8% 1,605 $821K
Drive Wealth Management, LLC 0.20% Add +3.0% 1,603 $819K
Significant Wealth Partners LLC 0.42% Add +9.3% 1,602 $819K
Angeles Wealth Management, LLC 0.07% Reduce -23.8% 1,598 $817K
Valley National Advisers Inc. 0.15% Reduce -0.9% 1,597 $816K
DGS Capital Management, LLC 0.20% Reduce -20.0% 1,595 $816K
Intellectus Partners, LLC 0.18% Add +3.0% 1,595 $816K
Grant Private Wealth Management Inc 0.88% — 1,595 $815K
Freedom Financial Partners LLC 0.39% — 1,592 $814K
Wealth Group Ltd 0.23% Add +6.9% 1,584 $810K
First Command Advisory Services, Inc. 0.01% Reduce -13.3% 1,583 $809K
Arlington Trust Co LLC 0.17% No change 1,582 $809K
FSB Premier Wealth Management, Inc. 0.32% Reduce -2.0% 1,580 $808K
Marks Group Wealth Management, Inc 0.08% Add +17.6% 1,577 $806K
Clifford Swan Investment Counsel LLC 0.03% Reduce -2.5% 1,576 $805K
Peak Financial Management, Inc. 0.24% Add +1.9% 1,574 $805K
Xcel Wealth Management, LLC 0.22% No change 1,573 $804K
Empirical Asset Management, LLC 0.27% Add +15676.3% 202,883 $801K
Legacy PCG, LLC 0.57% Add +8.1% 1,562 $799K
Brendel Financial Advisors LLC 0.48% Reduce -2.1% 1,561 $798K
Triad Wealth Partners, LLC 0.29% New 1,556 $796K
Strategic Financial Partners, Ltd. 0.40% Add +0.1% 1,542 $789K
Financial Synergies Wealth Advisors, Inc. 0.10% Add +44.8% 1,541 $788K
Future Financial Wealth Managment LLC 0.58% Add +0.3% 1,541 $788K
NewSquare Capital LLC 0.06% New 1,538 $786K
Chesley Taft & Associates LLC 0.04% Reduce -3.1% 1,537 $786K
LRI Investments, LLC 0.07% No change 1,529 $782K
Parkshore Wealth Management, Inc. 0.47% — 1,524 $779K
Athena Investment Management 0.45% Reduce -6.9% 1,521 $778K
DDD Partners, LLC 0.10% Add +55.8% 1,519 $777K
Formidable Asset Management, LLC 0.13% Reduce -8.3% 1,514 $774K
Barnes Pettey Financial Advisors, LLC 0.59% Add +25.6% 1,511 $773K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.30% Reduce -3.2% 1,504 $769K
Marble Harbor Investment Counsel, LLC 0.08% No change 1,495 $764K
Everhart Financial Group, Inc. 0.16% Reduce -0.5% 1,493 $763K
Beacon Financial Advisory LLC 0.25% Add +6.6% 1,493 $763K
Palacios Wealth Management, LLC 0.82% — 1,482 $763K
Liberty Capital Management, Inc. 0.17% Add +0.1% 1,493 $763K
Cutler Investment Counsel LLC 0.09% Reduce -3.7% 1,492 $763K
Ewa, LLC 0.29% Reduce -0.7% 1,491 $762K
JGP Wealth Management, LLC 0.10% Add +1.2% 1,491 $762K
Roehl & Yi Investment Advisors, LLC 0.42% — 1,489 $761K
Carret Asset Management, LLC 0.08% No change 1,487 $760K
Ledyard National Bank 0.07% Reduce -4.4% 1,485 $759K
Equita Financial Network, Inc. 0.27% Reduce -3.9% 1,480 $756K
Parr McKnight Wealth Management Group, LLC 0.11% — 1,475 $754K
Revisor Wealth Management LLC 0.70% Reduce -5.3% 1,475 $754K
Symmetry Partners, LLC 0.11% New 1,473 $753K
Maripau Wealth Management LLC 0.45% New 1,473 $753K
Brown, Lisle/Cummings, Inc. 0.22% No change 1,469 $751K
Montis Financial, LLC 0.23% No change 1,468 $751K
Resolute Wealth Strategies, LLC 0.39% Add +14.4% 1,466 $750K
Highview Capital Management LLC 0.29% No change 1,465 $749K
Sprinkle Financial Consultants LLC 0.51% Add +0.7% 1,463 $748K
Ceera Investments, LLC 0.26% Reduce -9.9% 1,462 $747K
Catalyst Private Wealth, LLC 0.33% Reduce -11.5% 1,459 $746K
Aerodigm Wealth, LLC 0.44% New 1,455 $744K
Full Sail Capital, LLC 0.05% New 1,452 $742K
Waterfront Wealth Inc. 0.18% Reduce -8.6% 1,451 $742K
Inman Jager Wealth Management, LLC 0.58% — 1,451 $742K
IAG Wealth Partners, LLC 0.13% Reduce -4.4% 1,450 $741K
Security National Bank 0.11% Add +5.3% 1,444 $738K
Factor Wealth Management LTD 0.24% — 1,439 $736K
Woodward Diversified Capital, LLC 0.54% Reduce -0.1% 1,438 $735K
Old North State Trust, LLC 0.47% No change 1,437 $735K
Souders Financial Advisors 0.10% Add +2.6% 1,437 $735K
Independent Family Office, LLC 0.38% Reduce -44.5% 1,435 $734K
Horst & Graben Wealth Management LLC 0.13% Add +0.3% 1,435 $733K
Crumly & Associates Inc. 0.20% Add +1.1% 1,433 $733K
Canandaigua National Trust Co of Florida 0.57% Add +14.8% 1,430 $731K
White Knight Strategic Wealth Advisors, LLC 0.31% Add +99.4% 1,428 $730K
PFS Partners, LLC 0.40% Reduce -3.4% 1,426 $729K
Valley Wealth Managers, Inc. 0.05% Reduce -7.6% 1,422 $727K
C2C Wealth Management, LLC 0.67% No change 1,422 $727K
SYM FINANCIAL Corp 0.09% Add +82.3% 1,420 $726K
Whipplewood Advisors, LLC 0.41% — 1,416 $724K
Synergy Investment Management, LLC 0.31% — 1,415 $723K
Archvest Wealth Advisors, Inc. 0.52% Reduce -9.9% 1,414 $723K
ZynergyRetirementPlanningLLC 0.51% No change 1,480 $722K
Ascent Group, LLC 0.05% Reduce -7.5% 1,412 $722K
RWQ Financial Management Services, Inc. 0.28% No change 1,410 $721K
ZWJ Investment Counsel Inc. 0.03% Add +0.8% 1,405 $718K
United Bank 0.30% No change 1,403 $717K
Hoffman, Alan N Investment Management 0.32% Add +4.5% 1,401 $716K
BridgePort Financial Solutions, LLC 0.32% — 1,431 $716K
Oak Harvest Investment Services 0.10% Reduce -34.4% 1,401 $716K
Addison Advisors LLC 0.20% Add +8.1% 1,396 $714K
Essex LLC 0.15% No change 1,395 $713K
Litman Gregory Wealth Management LLC 0.06% No change 1,394 $713K
Optimum Investment Advisors 0.31% Add +0.5% 1,392 $712K
Graypoint LLC 0.04% Reduce -20.2% 1,391 $711K
Hamilton Point Investment Advisors, LLC 0.13% No change 1,391 $711K
Legacy Solutions, LLC 0.77% — 1,391 $711K
Oarsman Capital, Inc. 0.12% Reduce -9.1% 1,390 $711K
Emerald Advisors, LLC 0.10% No change 1,390 $710K
Peninsula Asset Management Inc. 0.38% No change 1,386 $709K
Biltmore Family Office, LLC 0.12% Reduce -0.6% 1,383 $707K
Mosaic Family Wealth Partners, LLC 0.10% Add +1.6% 1,382 $707K
Ables, Iannone, Moore & Associates, Inc. 0.44% Add +2.4% 1,381 $706K
Up Strategic Wealth Investment Advisors LLC 0.70% No change 1,378 $704K
KFA Private Wealth Group, LLC 0.29% Reduce -1.6% 1,377 $704K
Index Fund Advisors, Inc. 0.04% Reduce -1.1% 1,377 $704K
Sage Financial Group Inc. 0.06% Reduce -1.2% 1,376 $703K
Excalibur Management Corp. 0.28% Add +11.4% 1,371 $701K
Burns Matteson Capital Management, LLC 0.39% Add +6.8% 1,369 $700K
Noesis Capital Mangement Corp. 0.13% Add +2.3% 1,363 $697K
Bell Investment Advisors, Inc 0.13% Add +0.1% 1,360 $695K
Northwest Capital Management Inc 0.30% Add +1.2% 1,360 $695K
Ted Buchan & Co 0.33% Add +0.9% 1,353 $692K
Magnolia Capital Advisors LLC 0.18% Add +125.0% 1,350 $690K
Von Berge Wealth Management Group, LLC 0.42% No change 1,319 $690K
Violich Capital Management, Inc. 0.09% Reduce -64.0% 1,349 $690K
Camarda Financial Advisors, LLC 0.26% Reduce -95.0% 1,344 $687K
Veracity Capital LLC 0.25% No change 1,343 $687K
Constant Guidance Financial LLC 0.59% Reduce -70.0% 1,338 $684K
Stephen J. Garry & Associates, LLC 0.63% Reduce -15.2% 1,338 $684K
Traveka Wealth, LLC 0.38% New 1,331 $680K
Dodds Wealth, LLC 0.22% Add +0.3% 1,280 $680K
Natural Investments, LLC 0.19% — 1,328 $678K
Charter Research & Investment Group, Inc. 0.52% No change 1,324 $677K
Pennsylvania Capital Management Inc. 0.23% Add +1.0% 1,323 $676K
Sunesis Advisors, LLC 0.41% No change 1,322 $676K
SC&H Financial Advisors, Inc. 0.14% No change 1,321 $675K
Naviter Wealth, LLC 0.08% Add +8.8% 1,320 $675K
CGN Advisors LLC 0.07% Reduce -2.0% 1,320 $675K
Stone Summit Wealth LLC 0.23% Reduce -17.5% 1,319 $674K
First National Advisers, LLC 0.11% Reduce -2.3% 1,319 $674K
Wealth Alliance, LLC 0.08% Reduce -13.5% 1,318 $674K
Am Investment Strategies LLC 0.16% No change 1,315 $673K
Hidden Cove Wealth Management, LLC 0.54% — 1,313 $671K
Cobblestone Capital Advisors LLC 0.04% Add +3.5% 1,312 $671K
Guidance Point Advisors, LLC 0.20% Add +6.9% 1,312 $671K
Barr E S & Co. 0.04% No change 1,310 $670K
Godshalk Welsh Capital Management, Inc. 0.43% Reduce -1.9% 1,310 $670K
Nautilus Advisors LLC 0.53% — 1,310 $670K
Clarity Capital Advisors, LLC 0.45% No change 1,308 $669K
Atlantic Union Bankshares Corp 0.04% No change 1,305 $667K
Alexander Randolph Advisory, Inc. 0.62% Reduce -2.5% 1,304 $667K
Pitti Group Wealth Management, LLC 0.67% Reduce -1.1% 1,297 $663K
DiNuzzo Private Wealth, Inc. 0.08% No change 1,295 $662K
Vestor Capital, LLC 0.05% Add +2.0% 1,293 $661K
Nicolet Advisory Services, LLC 0.06% Add +8.3% 1,300 $660K
TLWM 0.13% No change 1,290 $659K
D L Carlson Investment Group Inc. 0.12% Add +4.7% 1,290 $659K
Garrison Point Advisors, LLC 0.31% Add +182.9% 1,287 $658K
Belmont Capital, LLC 0.11% No change 1,280 $654K
Collar Capital Management, LLC 0.54% — 1,278 $653K
St Germain D J Co. Inc. 0.03% Reduce -1.8% 1,278 $653K
Paradigm Capital Management, LLC 0.62% Add +13.3% 1,277 $653K
M. Kulyk & Associates, LLC 0.14% Add +0.9% 1,277 $653K
Brio Consultants, LLC 0.10% Add +26.8% 1,277 $653K
MTM Investment Management, LLC 0.25% Add +10.1% 1,276 $653K
Keystone Financial Services 0.25% No change 1,276 $652K
Matrix Asset Advisors Inc. 0.07% Add +2.0% 1,275 $652K
Prasad Wealth Partners, LLC 0.21% — 1,273 $651K
Cambridge Capital Management, LLC 0.42% Reduce -0.7% 1,271 $650K
Applied Capital LLC 0.33% Add +37.7% 1,268 $648K
Spreng Capital Management, Inc. 0.29% New 1,263 $646K
Bellecapital International Ltd. 0.11% No change 1,258 $643K
M.E. Allison & Co., Inc. 0.71% — 1,258 $643K
RW Investment Management LLC 0.08% Add +17.5% 1,256 $642K
WestHill Financial Advisors, Inc. 0.14% No change 1,256 $642K
Pin Oak Investment Advisors Inc. 0.58% No change 1,312 $641K
Dagco, Inc. 0.21% Add +42.2% 1,253 $641K
McLean Asset Management Corp 0.19% Add +4.2% 1,251 $640K
OLIO Financial Planning 0.22% Reduce -1.2% 1,250 $639K
Choice Wealth Advisors LLC 0.33% Add +13.9% 1,248 $638K
RE Dickinson Investment Advisors, LLC 0.55% Add +0.6% 1,248 $638K
Riggs Asset Managment Co. Inc. 0.17% Add +14.6% 1,235 $637K
McCollum Christoferson Group LLC 0.19% Reduce -3.5% 1,245 $636K
M Wealth Management, LLC 0.58% — 1,244 $636K
Almanack Investment Partners, LLC. 0.10% Add +83.1% 1,243 $636K
GW Henssler & Associates Ltd. 0.04% No change 1,301 $635K
Global View Capital Management LLC 0.22% — 1,243 $634K
Strata Wealth Advisors, LLC 0.20% No change 1,240 $634K
Purkiss Capital Advisors LLC 0.55% — 1,239 $633K
Western Pacific Wealth Management, LP 0.51% No change 1,238 $633K
Outfitters Financial LLC 0.51% Add +12.8% 1,236 $632K
David Wealth Management LLC 0.52% — 1,233 $631K
GG Group Ventures, LLC 0.83% Add +0.8% 1,232 $630K
TCV Trust & Wealth Management, Inc. 0.06% New 1,231 $629K
Miller Financial Services LLC 0.53% — 1,230 $629K
Teachers Insurance & Annuity Association of America 0.83% Reduce -19.6% 1,230 $629K
Farmers National Bank 0.18% — 1,230 $629K
Bragg Financial Advisors, Inc 0.03% No change 1,226 $627K
Bill Few Associates, Inc. 0.22% No change 1,225 $626K
West Bancorporation Inc. 0.41% No change 1,225 $626K
Quantum Financial Planning Services, Inc. 0.35% — 1,222 $625K
Strategic Planning Group, LLC 0.11% Add +10.2% 1,220 $624K
Signature Wealth Management Partners, LLC 0.43% No change 1,220 $624K
ICONIQ Capital, LLC 0.01% Add +0.3% 1,217 $622K
MassMutual Private Wealth & Trust, FSB 0.02% Add +3.0% 1,216 $622K
Trinity Legacy Partners, LLC 0.16% New 1,215 $621K
Sensible Money, LLC 0.27% Add +16.9% 1,211 $619K
Buffington Mohr McNeal 0.10% Add +0.2% 1,202 $614K
Thrive Wealth Management, LLC 0.11% Reduce -0.3% 1,200 $614K
Financial Advisors Network, Inc. 0.10% — 1,198 $613K
Schneider Downs Wealth Management Advisors, LP 0.11% Add +5.9% 1,195 $611K
First Trust Advisors LP 0.00% New 1,192 $610K
Concord Asset Management, LLC 0.13% Add +2.4% 1,192 $609K
Pacific Sage Partners, LLC 0.14% Add +0.4% 1,190 $608K
Summit Financial Strategies, Inc. 0.07% Add +13.0% 1,185 $606K
Strengthening Families & Communities, LLC 0.34% Reduce -94.4% 1,184 $605K
Goepper Burkhardt LLC 0.25% Reduce -3.4% 1,182 $605K
Investment Research & Advisory Group, Inc. 0.25% Add +0.1% 1,182 $604K
Baron Silver Stevens Financial Advisors, LLC 0.10% Add +28.1% 1,182 $604K
Center for Financial Planning, Inc. 0.08% Add +17.7% 1,179 $603K
J2 Capital Management Inc 0.57% — 1,178 $602K
Schrum Private Wealth Management LLC 0.51% Reduce -44.3% 1,176 $601K
MADDEN SECURITIES Corp 0.24% Reduce -2.4% 1,175 $601K
Nottingham Advisors, Inc. 0.08% Reduce -28.7% 1,171 $599K
Sather Financial Group Inc 0.04% Add +1.5% 1,170 $598K
RAM Investment Partners, LLC 0.15% Add +1.7% 1,167 $597K
Wallace Advisory Group, LLC 0.41% Add +27.0% 1,222 $596K
Zullo Investment Group, Inc. 0.24% Reduce -5.2% 1,165 $596K
Frederick Financial Consultants, LLC 0.48% — 1,164 $595K
AssuredPartners Investment Advisors, LLC 0.12% — 1,162 $594K
IMS Capital Management 0.27% Reduce -2.9% 1,158 $592K
Tandem Capital Management Corp. 0.32% No change 1,157 $591K
DDFG, Inc 0.17% Reduce -0.3% 1,155 $591K
Bridges Investment Management Inc. 0.01% Add +42.8% 1,155 $590K
CWC Advisors, LLC. 0.59% Reduce -25.4% 1,154 $590K
Abacus Planning Group, Inc. 0.10% Add +0.7% 1,153 $589K
Northeast Planning Associates, Inc. / NH / 0.61% — 1,153 $589K
Prudential Financial Inc. 0.00% Reduce -99.0% 1,150 $588K
Security National Bank of So Dak 0.33% New 1,146 $586K
Canopy Partners, LLC 0.22% No change 1,146 $586K
GDS Wealth Management 0.05% Reduce -1.0% 1,146 $586K
Summit Wealth & Retirement Planning, Inc. 0.18% No change 1,144 $585K
Debussy Capital Management LP 0.09% Add +56.5% 1,136 $584K
WPWealth LLP 0.12% Reduce -21.0% 1,142 $584K
LPWM LLC 0.19% Add +3.6% 1,142 $584K
Griffith & Werner, Inc. 0.39% — 1,141 $583K
SimpliFi, Inc. 0.27% Add +2.0% 1,139 $583K
Nemes Rush Group LLC 0.07% Add +59.5% 1,136 $581K
Claris Financial LLC 0.38% — 1,134 $580K
Custos Family Office, LLC 0.20% Add +0.3% 1,133 $579K
4J Wealth Management LLC 0.47% No change 1,130 $578K
Brogan Financial, Inc. 0.28% Add +0.3% 1,129 $577K
BCU Wealth Advisors, LLC 0.33% Add +0.3% 1,129 $577K
2UniFi Bank 0.38% — 1,127 $576K
Creekside Partners 0.30% Reduce -0.4% 1,127 $576K
Navellier & Associates Inc. 0.07% New 1,124 $575K
Chapman Financial Group, LLC 0.46% — 1,121 $573K
Beacon Financial Group 0.06% Add +1.0% 1,118 $571K
Carrera Capital Advisors 0.13% Reduce -6.9% 1,115 $570K
FWG Investments, LLC. 0.44% Add +12.6% 1,115 $570K
Bennett Selby Investments LP 0.23% No change 1,114 $570K
Quest Investment Management LLC 0.07% Add +1.3% 1,113 $569K
Johnson & White Wealth Management, LLC 0.34% Add +5.0% 1,114 $568K
Y-Intercept (Hong Kong) Ltd 0.04% New 1,111 $568K
Hobart Private Capital, LLC 0.14% Add +63.8% 1,109 $567K
Union Savings Bank 0.28% No change 1,108 $566K
Aureus Asset Management, LLC 0.04% Reduce -23.9% 1,107 $566K
InTrack Investment Management Inc 0.39% Reduce -1.1% 1,120 $566K
Cooper/Haims Advisors, LLC 0.32% Reduce -17.0% 1,105 $565K
BankPlus Wealth Management LLC 0.42% — 1,103 $564K
Bluesphere Advisors LLC 0.28% Reduce -15.3% 1,100 $562K
Butensky & Cohen Financial Security, Inc. 0.18% Reduce -2.5% 1,099 $562K
Baskin Financial Services Inc. 0.04% Add +11.9% 1,097 $561K
Brasada Capital Management, LP 0.10% Reduce -3.5% 1,109 $561K
Farmers & Merchants Investments Inc. 0.02% Add +1.9% 1,093 $559K
Diligent Investors, LLC 0.13% Add +3.1% 1,092 $558K
RCS Financial Planning, LLC 0.30% Add +2.8% 1,092 $558K
Capstone Wealth Management Group LLC 0.42% — 1,091 $558K
O'ROURKE & COMPANY, Inc 0.27% Reduce -1.4% 1,089 $557K
Park Place Capital Corp 0.16% Reduce -7.8% 1,089 $557K
Firestone Capital Management 0.14% Add +16.0% 1,088 $556K
Libra Wealth LLC 0.22% No change 1,088 $556K
Brady Family Wealth, LLC 0.17% Reduce -6.9% 1,087 $556K
Motco 0.06% No change 1,082 $553K
Wise Wealth Partners 1.36% — 1,082 $553K
Garrett Wealth Advisory Group, LLC 0.13% Reduce -8.0% 1,081 $553K
Variant Private Wealth, LLC 0.53% — 1,081 $553K
Fairhaven Wealth Management, LLC 0.17% No change 1,078 $551K
One Charles Private Wealth Services, LLC 0.19% No change 1,078 $551K
Trexquant Investment LP 0.01% Reduce -51.9% 1,077 $551K
Raffa Wealth Management, LLC 0.13% Add +0.3% 1,077 $551K
American Institute for Advanced Investment Management, LLP 0.41% Reduce -20.6% 1,075 $550K
Roberts Capital Advisors, LLC 0.46% Add +66.7% 1,075 $550K
Abbot Financial Management, Inc. 0.27% No change 1,071 $548K
Legacy Trust 0.13% No change 1,069 $547K
Gibson Capital, LLC 0.11% No change 1,069 $547K
Tilia Fiduciary Partners, Inc. 0.37% Add +8.2% 1,065 $545K
Brickley Wealth Management 0.11% No change 1,065 $544K
Dixon Mitchell Investment Counsel Inc. 0.03% No change 1,061 $542K
Flynn Zito Capital Management, LLC 0.25% Reduce -1.3% 1,060 $542K
Precedent Wealth Partners, LLC 0.18% Reduce -4.4% 1,058 $541K
Kera Capital Partners, Inc. 0.16% — 1,056 $540K
AAF Wealth Management, LLC 0.27% New 1,056 $540K
Waterway Wealth Management, LLC 0.24% Add +23.1% 1,055 $539K
Morling Financial Advisors, LLC 0.19% Add +143.4% 1,054 $539K
Palo Alto Wealth Advisors, LLC 0.19% Add +0.1% 1,053 $539K
Crux Wealth Advisors 0.30% — 1,051 $537K
Whelan Financial 0.21% Reduce -8.1% 1,050 $537K
CTC Alternative Strategies, Ltd. 0.70% New 1,050 $537K
Vested Financial Planning, LLC 0.51% — 1,050 $537K
Joel Adams & Associates, Inc. 0.49% — 1,050 $537K
Highland Capital Management, LLC 0.03% No change 1,049 $536K
Consilium Wealth Advisory, LLC 0.26% Reduce -8.1% 1,048 $536K
Verum Partners LLC 0.15% Reduce -29.9% 1,044 $534K
Cullinan Associates Inc. 0.03% Add +41.0% 1,043 $533K
Divergent Planning, LLC 0.18% Add +2.4% 1,051 $533K
Stratos Investment Management, LLC 0.03% Add +15.9% 1,041 $532K
Henrickson Nauta Wealth Advisors, Inc. 0.22% Add +9.0% 1,039 $531K
Client 1ST Advisory Group, LLC 0.20% Add +0.3% 1,039 $531K
Oak Wealth Advisors LLC 0.41% — 1,037 $530K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +7.3% 1,037 $530K
Windsor Capital Management, LLC 0.16% Add +13.5% 1,036 $530K
Financial Management Professionals, Inc. 0.07% Add +4040.0% 1,035 $529K
Tamar Securities, LLC 0.07% Add +0.3% 1,035 $529K
Hoxton Planning & Management, LLC 0.20% New 1,034 $529K
Sageworth Trust Co 0.03% Reduce -0.7% 1,034 $529K
Investment Management Corp. /Va/ 0.47% — 1,034 $529K
Southeast Asset Advisors, LLC 0.06% Add +4.0% 1,030 $527K
WealthShield Partners, LLC 0.07% Reduce -30.2% 1,029 $526K
Main Street Research LLC 0.03% Add +72.7% 1,029 $526K
Benson Investment Management Company, Inc. 0.22% Add +2.4% 1,028 $526K
Lodestone Wealth Management LLC 0.26% Add +0.1% 1,027 $525K
Commons Capital, LLC 0.47% New 1,023 $523K
BOS Asset Management, LLC 0.19% Add +3.4% 1,023 $523K
HTG Investment Advisors, Inc. 0.24% No change 1,019 $521K
JNBA Financial Advisors 0.05% Reduce -0.8% 1,016 $519K
Hickory Point Bank & Trust 0.46% — 1,064 $518K
Horizon Investments, LLC 0.01% Add +266.7% 1,012 $517K
AlpenGlobal Capital LLC 0.34% — 1,010 $516K
Catalyst Financial Partners LLC 0.10% Add +45.8% 1,009 $516K
Wealthstream Advisors, Inc. 0.10% Reduce -16.2% 1,008 $515K
Glass Jacobson Investment Advisors llc 0.17% Add +20.3% 1,006 $514K
Members Wealth LLC 0.38% — 973 $514K
Gradient Capital Advisors, LLC 0.17% No change 1,005 $514K
Vaughan David Investments LLC 0.01% Reduce -0.1% 1,006 $514K
Heritage Investment Group, Inc. 0.10% Add +0.8% 1,005 $514K
Collective Family Office LLC 0.14% No change 1,005 $514K
Augustine Asset Management Inc. 0.13% New 1,003 $513K
Perissos Private Wealth Management, LLC 0.38% Add +61.6% 1,002 $512K
Clean Yield Group 0.16% No change 1,000 $511K
Dynamic Financial Group 0.52% — 997 $510K
Davis Capital Management 0.41% Reduce -0.9% 996 $509K
Zimmermann Investment Management & Planning LLC 22.46% — 996 $509K
Evelyn Partners Investment Management LLP 0.02% — 995 $509K
Beverly Hills Private Wealth, LLC 0.10% Add +36.4% 994 $508K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 994 $508K
One Degree Advisors Inc 0.21% Add +24.4% 960 $507K
Friday Financial 0.35% — 990 $506K
Gibbs Wealth Management 0.14% Add +5.4% 989 $506K
Westshore Wealth, LLC 0.21% Add +0.3% 988 $505K
Opes Wealth Management LLC 0.10% Add +30.3% 984 $503K
Fagan Associates, Inc. 0.08% Add +1.0% 980 $501K
Atlas Capital Advisors Inc. 0.06% Add +59.5% 979 $501K
AGH Wealth Advisors, LLC 0.46% — 977 $499K
Holland Advisory Services, Inc. 0.65% Reduce -9.8% 975 $498K
Threadgill Financial, LLC 0.26% Add +0.2% 969 $495K
Hartford Financial Management Inc. 0.10% Reduce -0.4% 967 $494K
CHB Investment Group, LLC 0.27% Add +27.6% 967 $494K
Valley Forge Investment Consultants Inc. Adv 0.17% Add +71.3% 961 $492K
Rice Partnership, LLC 0.09% No change 961 $491K
Kavar Capital Partners Group, LLC 0.08% Add +0.9% 961 $491K
TL Private Wealth 0.22% Add +0.2% 950 $491K
Prosperity Financial Group, Inc. 0.25% New 960 $491K
First Bancorp, Inc 0.34% Add +5.3% 960 $491K
First Financial Bankshares Inc 0.01% Add +66.7% 960 $491K
Waller Financial Planning Group, Inc. 0.12% Reduce -10.5% 959 $490K
AlphaMark Advisors, LLC 0.21% Add +5.4% 959 $490K
LTG Capital LLC 0.41% Reduce -3.0% 955 $488K
Barlow Wealth Partners, LLC 0.06% No change 944 $488K
Kennedy Investment Group, Inc. 0.22% Add +6.2% 953 $487K
Quotient Wealth Partners, LLC 0.02% Reduce -5.6% 953 $487K
Philadelphia Trust Co. 0.04% Add +22.5% 952 $487K
LVZ, Inc. 0.06% No change 952 $487K
Trust Co of Kansas 0.23% Add +104.1% 951 $486K
Mirabella Financial Services LLP 0.05% New 949 $485K
Hamilton Capital, LLC 0.04% No change 949 $485K
Teamwork Financial Advisors, LLC 0.06% Reduce -5.5% 946 $484K
ABLE Financial Group, LLC 0.14% Reduce -2.9% 946 $484K
Rockbridge Investment Management, LCC 0.06% No change 945 $483K
Dentgroup LLC 0.37% No change 943 $482K
Gallagher Fiduciary Advisors, LLC 0.09% Add +67.0% 942 $482K
Opal Wealth Advisors, LLC 0.14% Add +11.9% 942 $482K
Dixon Fnancial Services, Inc. 0.26% No change 941 $481K
Blackhawk Capital Partners, LLC 0.25% Add +8.2% 940 $481K
Culbertson A N & Co. Inc. 0.08% No change 937 $479K
Icon Wealth Advisors, LLC 0.04% Add +4.9% 936 $479K
ERn Financial, LLC 0.07% Add +5.1% 935 $478K
Horizons Wealth Management 0.37% Reduce -1.5% 934 $477K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -6.2% 931 $476K
Parkworth Wealth Management, Inc. 0.40% — 930 $476K
Siligmueller & Norvid Wealth Advisors LLC 0.20% — 928 $475K
Willow Creek Wealth Management Inc. 0.05% Reduce -7.6% 928 $474K
Asset Planning Services Inc. /La/ 0.23% Add +0.5% 927 $474K
Lazard Freres Gestion S.A.S. 0.01% Reduce -22.9% 925 $472K
Greater Midwest Financial Group, LLC 0.30% Reduce -6.3% 922 $471K
BlueStem Wealth Partners, LLC 0.06% — 922 $471K
Blueprint Investment Partners LLC 0.07% Reduce -29.4% 921 $471K
Middleton & Co. Inc. 0.05% Add +102.0% 921 $471K
Safe Harbor Fiduciary, LLC 0.48% Reduce -5.5% 920 $470K
Cape Ann Savings Bank 0.28% No change 918 $469K
Financial & Tax Architects, LLC 0.12% Add +9.4% 915 $468K
Orcam Financial Group 0.45% Add +12.7% 913 $467K
Argyle Capital Partners, LLC 0.40% — 910 $465K
New Capital Management LP 0.14% Reduce -1.3% 910 $465K
Avant Financial Advisors LLC 0.43% — 909 $465K
BOK Financial Private Wealth, Inc. 0.03% No change 909 $465K
McAlister, Sweet & Associates, Inc. 0.33% Reduce -0.2% 909 $465K
Synergy Asset Management, LLC 0.04% New 907 $463K
Yardley Wealth Management LLC 0.22% No change 904 $462K
Long Island Wealth Management, Inc. 0.29% Add +0.1% 902 $461K
Koa Wealth Management, LLC 0.38% Reduce -13.2% 901 $461K
Paradigm, Strategies in Wealth Management, LLC 0.30% Reduce -3.5% 899 $460K
Avion Wealth 0.12% Add +66.8% 899 $459K
Abound Financial, LLC 0.23% — 896 $458K
FIDELIS iM, LLC 0.22% No change 896 $458K
Occidental Asset Management, LLC 0.07% Add +8.5% 895 $457K
Shilanski & Associates, Inc. 0.15% Add +0.3% 891 $455K
Hemington Wealth Management 0.11% Add +18.2% 890 $454K
Prairieview Wealth Partners, LLC 0.49% New 885 $452K
FLC Capital Advisors 0.10% Add +0.1% 884 $452K
Legacy Financial Group, Inc. 0.14% Add +0.8% 881 $450K
Bangor Savings Bank 0.04% Add +0.7% 881 $450K
Gables Capital Management Inc. 0.22% Reduce -6.4% 880 $450K
Aull & Monroe Investment Management Corp 0.23% No change 880 $450K
Wealth Alliance Advisory Group, LLC 0.10% Reduce -4.1% 879 $450K
Compass Planning Associates Inc 0.46% — 879 $449K
Leeward Financial Partners, LLC 0.16% Reduce -11.5% 877 $448K
Braun-Bostich & Associates Inc. 0.32% Reduce -19.9% 875 $447K
First Long Island Investors, LLC 0.04% No change 875 $447K
Planning Alternatives Ltd. 0.07% No change 873 $446K
Mountain Pacific Investment Advisers LLC 0.03% No change 871 $445K
Wealthcare Capital Partners, LLC 0.23% — 870 $445K
Forte Asset Management LLC 0.24% No change 870 $445K
Colonial Trust Advisors 0.04% Add +3.3% 870 $445K
Kondo Wealth Advisors, Inc. 0.23% — 867 $443K
Wealthstar Advisors, LLC 0.19% — 866 $443K
Wrenne Financial Planning LLC 0.25% No change 862 $441K
Gridiron Partners, LLC 0.28% No change 858 $439K
Potentia Wealth 0.19% — 857 $438K
Provident Wealth Management, LLC 0.15% No change 857 $438K
AmeriServ Wealth Advisors 0.24% — 857 $438K
Colony Family Offices, LLC 0.14% New 856 $438K
Redwood Wealth Management Group, LLC 0.21% Reduce -0.8% 855 $437K
Auxano Advisors, LLC 0.11% Reduce -6.8% 854 $436K
Quadrant Capital Group LLC 0.03% Add +0.1% 853 $436K
Narus Financial Partners, LLC 0.15% Reduce -0.3% 853 $436K
Birch Financial Group, LLC 0.49% — 852 $436K
OMNI 360 Wealth, Inc. 0.29% No change 850 $435K
Councilmark Asset Management, LLC 0.29% No change 850 $435K
Valicenti Advisory Services Inc. 0.11% Reduce -1.1% 848 $434K
Advisor Resource Council 0.31% Reduce -86.2% 848 $434K
Twin Lakes Capital Management, LLC 0.28% Add +0.4% 848 $433K
Leigh Baldwin & Co., LLC 0.36% — 842 $431K
Freedom Day Solutions, LLC 0.13% New 842 $430K
Opus Capital Group, LLC 0.05% No change 840 $429K
Matisse Capital 0.22% Add +0.1% 837 $428K
Register Financial Advisors LLC 0.21% No change 836 $428K
Arrien Investments, Inc. 0.30% Reduce -16.4% 817 $427K
Lakeridge Wealth Management LLC 0.22% Add +4.4% 835 $427K
Washington Trust Bank 0.04% Reduce -22.2% 832 $425K
Cathy Pareto & Associates, Inc. 0.39% — 823 $421K
Autumn Glory Partners, LLC 0.21% Reduce -1.6% 822 $420K
First Community Trust NA 0.30% Add +2.0% 821 $420K
Moody National Bank Trust Division 0.04% No change 819 $419K
Syntax Research, Inc. 0.30% Reduce -22.4% 815 $417K
Family Firm, Inc. 0.09% Add +6.4% 814 $416K
Willis Johnson & Associates, Inc. 0.03% Add +2.6% 814 $416K
Nicholson Wealth Management Group, LLC 0.28% Reduce -3.3% 813 $416K
Tobias Financial Advisors, Inc. 0.08% Add +2.8% 812 $415K
Wambolt & Associates, LLC 0.13% Add +31.9% 810 $414K
Blue Chip Partners, LLC 0.04% Add +0.3% 809 $414K
Sollinda Capital Management LLC 0.11% Add +43.7% 809 $413K
Boston Research & Management Inc. 0.10% Reduce -1.1% 808 $413K
Hexagon Capital Partners LLC 0.07% Add +555.3% 806 $412K
River Street Advisors LLC 0.21% Reduce -1.0% 806 $412K
TPG Advisors LLC 0.32% Add +0.4% 806 $412K
Burkett Financial Services, LLC 0.17% Add +0.4% 803 $410K
Eubel Brady & Suttman Asset Management Inc. 0.06% No change 801 $409K
DORCHESTER WEALTH MANAGEMENT Co 0.08% No change 800 $409K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +24.8% 799 $408K
Grove Bank & Trust 0.06% Add +2.0% 798 $408K
Stordahl Capital Management, Inc. 0.10% No change 795 $406K
Gitterman Wealth Management, LLC 0.17% Reduce -11.0% 794 $406K
Two Sigma Securities, LLC 0.07% Reduce -83.8% 787 $402K
Boston Trust Walden Corp 0.00% No change 787 $402K
Phillips Financial Management, LLC 0.03% No change 786 $402K
Tenon Financial LLC 0.26% Add +3.1% 786 $401K
Heritage Financial Services, LLC 0.05% No change 782 $400K
Monograph Wealth Advisors, LLC 0.05% Reduce -14.9% 780 $399K
Baugh & Associates, LLC 0.21% Add +1.4% 793 $398K
Vision Capital Management, Inc. 0.06% Add +14.7% 779 $398K
Oldfather Financial Services, LLC 0.15% Add +0.1% 778 $398K
First Financial Bank - Trust Division 0.04% No change 777 $397K
Clarity Wealth Development LLC 0.43% — 760 $397K
Old Second National Bank of Aurora 0.09% Reduce -0.5% 775 $396K
MRA Advisory Group 0.21% Add +0.1% 773 $395K
Maxwell Wealth Strategies Inc. 0.16% No change 771 $394K
TAGStone Capital, Inc. 0.19% No change 771 $394K
Foster & Motley Inc. 0.03% Add +0.7% 771 $394K
High Net Worth Advisory Group LLC 0.11% Reduce -13.2% 770 $394K
Spectrum Planning & Advisory Services Inc. 0.34% Add +45.8% 770 $394K
Paragon Advisors, LLC 0.14% Add +0.1% 770 $393K
Thomasville National Bank 0.03% Add +27.9% 765 $391K
Whitener Capital Management, Inc. 0.11% Reduce -17.1% 764 $391K
Mainstay Capital Management LLC 0.06% Reduce -29.5% 764 $391K
J. W. Coons Advisors, LLC 0.10% No change 761 $389K
Fortune Financial Advisors, LLC 0.35% No change 761 $389K
Range Financial Group LLC 0.18% Add +1.5% 760 $389K
DMC Group, LLC 0.32% Add +9.0% 760 $389K
Rockport Wealth LLC 0.17% Reduce -99.2% 760 $389K
Global Endowment Management, LP 0.05% New 760 $389K
Tectonic Advisors LLC 0.03% Reduce -0.4% 760 $388K
Mayfair Advisory Group, LLC 0.23% Add +2.9% 758 $387K
KMG Fiduciary Partners, LLC 0.03% No change 756 $387K
Sculati Wealth Management, LLC 0.15% No change 756 $386K
Trinity Financial Advisors LLC 0.15% Reduce -4.2% 756 $386K
Paces Ferry Wealth Advisors, LLC 0.19% New 755 $386K
Verus Financial Partners, Inc. 0.04% Add +0.1% 760 $386K
Luminist Capital LLC 0.68% — 754 $385K
Headland Capital, LLC 0.13% — 752 $384K
Lynx Investment Advisory 0.26% Reduce -3.0% 751 $384K
Parker Financial LLC 0.19% No change 750 $383K
Nia Impact Advisors, LLC 0.12% No change 750 $383K
Kirr Marbach & Co. LLC 0.08% No change 750 $383K
Skylands Capital, LLC 0.05% No change 750 $383K
Harvey Capital Management Inc. 0.09% No change 750 $383K
St. Johns Investment Management Company, LLC 0.18% Add +61.1% 749 $383K
Lantz Financial LLC 0.10% Reduce -3.5% 746 $381K
Corundum Group, Inc. 0.14% No change 745 $381K
Fusion Capital, LLC 0.15% Add +0.9% 744 $380K
Clark Wealth Partners 0.29% — 741 $379K
Baldwin Wealth Partners LLC 0.03% Reduce -4.9% 741 $379K
Alesco Advisors, LLC, An ESL Co 0.01% New 740 $378K
Hudson Portfolio Management LLC 0.37% No change 740 $378K
Bearing Point Capital, LLC 0.08% — 740 $378K
Hopwood Financial Services, Inc. 0.29% — 740 $378K
Suncoast Equity Management 0.04% Add +49.5% 740 $378K
Grandfield & Dodd, LLC 0.02% Add +0.5% 739 $378K
Cambria Investment Management, L.P. 0.02% New 735 $376K
Arbor Trust Wealth Advisors, LLC 0.18% Add +0.1% 734 $375K
Shira Ridge Wealth Management 0.18% Reduce -0.8% 731 $374K
Pavion Blue Capital, LLC 0.18% Reduce -0.1% 731 $374K
Kathmere Capital Management, LLC 0.03% New 730 $373K
Compass Wealth Management LLC 0.09% No change 728 $372K
Sharp Wealth Advisory, LLC 0.28% Reduce -93.0% 728 $372K
Adell Harriman & Carpenter Inc. 0.03% No change 724 $370K
Fearless Solutions, LLC dba Best Invest 0.28% — 721 $369K
Legacy Capital Group California, Inc. 0.11% Add +1.0% 720 $368K
Rosenberg Matthew Hamilton 0.10% Reduce -6.9% 718 $367K
Wintrust Investments LLC 0.32% Reduce -22.9% 716 $366K
First Western Trust Bank 0.02% No change 715 $366K
Vanguard Capital Wealth Advisors 0.40% No change 715 $366K
John W. Brooker & Co., CPAs 0.16% Add +7.2% 714 $365K
Mark Sheptoff Financial Planning, LLC 0.20% Reduce -1.9% 712 $364K
Mycio Wealth Partners, LLC 0.09% No change 710 $363K
RBA Wealth Management, LLC 0.14% New 708 $362K
MN Wealth Advisors, LLC 0.20% Reduce -4.2% 707 $362K
CNB Bank 0.17% Reduce -7.2% 707 $361K
Matthew Goff Investment Advisor, LLC 0.07% No change 706 $361K
Guardian Partners Inc. 0.04% — 700 $361K
GEM Asset Management, LLC 0.20% Add +0.1% 704 $360K
Lakewood Asset Management LLC 0.25% Reduce -1.4% 700 $358K
Loudon Investment Management, LLC 0.20% Add +5.7% 700 $358K
Francis Financial, Inc. 0.09% Reduce -2.5% 700 $358K
Trust Co of the South 0.07% No change 698 $357K
Beaird Harris Wealth Management, LLC 0.03% Reduce -13.1% 694 $355K
Brooklyn FI, LLC 0.12% Reduce -1.3% 692 $354K
Heritage Family Offices, LLP 0.18% Add +16.9% 691 $353K
Wernau Asset Management Inc. 0.34% — 690 $353K
North Berkeley Wealth Management, LLC 0.36% — 690 $353K
WASHINGTON TRUST Co 0.01% Reduce -28.4% 690 $353K
Heritage Wealth Management, Inc. 0.12% Reduce -1.1% 689 $352K
Asset Planning Corporation 0.22% Add +0.3% 686 $351K
Blodgett Wealth Advisors, LLC 0.27% Add +0.1% 683 $349K
Eagle Ridge Investment Management 0.03% No change 681 $348K
Primoris Wealth Advisors, LLC 0.27% No change 681 $348K
Pension & Wealth Management Advisors, Inc. 0.14% Add +1.8% 677 $347K
Roberts Glore & Co. Inc. 0.10% Reduce -1.3% 677 $346K
Bank of New Hampshire 0.09% No change 677 $346K
FSA Wealth Management LLC 0.14% Add +0.3% 677 $346K
Providence First Trust Co 0.13% Add +3.0% 676 $346K
Inspire Advisors, LLC 0.04% No change 674 $345K
Wealth Management Nebraska 0.06% — 671 $343K
Greenspring Advisors, LLC 0.07% No change 671 $343K
Disciplined Investors, L.L.C. 0.33% — 678 $343K
Morey & Quinn Wealth Partners, LLC 0.29% — 670 $342K
Optas, LLC 0.07% No change 667 $341K
Bath Savings Trust Co 0.03% No change 665 $340K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 662 $338K
Midwest Financial Network, LLC 0.35% — 661 $338K
Atwater Malick LLC 0.11% No change 661 $338K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +52.4% 660 $337K
Gen-Wealth Partners Inc 0.14% Reduce -11.2% 659 $337K
Wells Trecaso Financial Group, LLC 0.11% No change 658 $336K
Walled Lake Planning & Wealth Management, LLC 0.13% Add +6.0% 658 $336K
von Borstel & Associates, Inc. 0.13% No change 658 $336K
Moulton Wealth Management, Inc. 0.26% Reduce -10.4% 655 $335K
Rodgers Brothers Inc. 0.04% No change 655 $335K
SevenBridge Financial Group, LLC 0.06% No change 633 $334K
KWB Wealth 0.04% Reduce -1.7% 683 $333K
Hohimer Wealth Management, LLC 0.06% New 651 $333K
Drucker Wealth 3.0, LLC 0.08% Add +21.9% 650 $333K
V2 Financial group LLC 0.20% No change 650 $332K
Sabal Trust CO 0.02% Reduce -10.0% 650 $332K
Chancellor Financial Group WB LP 0.27% — 649 $332K
Carson Advisory Inc. 0.23% New 648 $331K
America First Investment Advisors, LLC 0.07% No change 648 $331K
Sloy Dahl & Holst, LLC 0.04% Add +6.1% 646 $330K
New Hampshire Trust 0.07% New 646 $330K
Ruedi Wealth Management, Inc. 0.10% Reduce -20.8% 646 $330K
Rooted Wealth Advisors, Inc. 0.13% Add +5.3% 640 $330K
Daner Wealth Management, LLC 0.24% — 630 $330K
Great Waters Wealth Management 0.04% Reduce -3.0% 643 $329K
EagleClaw Capital Managment, LLC 0.05% No change 640 $327K
Bryant Woods Investment Advisors, LLC 0.16% Reduce -18.6% 639 $327K
Copia Wealth Management 0.31% — 638 $326K
Harvest Fund Management Co., Ltd 0.02% Reduce -44.4% 637 $326K
Alternative Investment Advisors, LLC. 0.17% Reduce -1.7% 637 $326K
Worth Financial Advisory Group, LLC 0.20% New 637 $326K
True Vision MN LLC 0.19% Add +0.5% 636 $325K
Wellington Shields Capital Management, LLC 0.06% Add +17.0% 633 $324K
Trueblood Wealth Management, LLC 0.16% Reduce -0.3% 632 $323K
Chung Wu Investment Group, LLC 0.32% — 630 $322K
Commonwealth Retirement Investments LLC 0.13% Add +50.1% 629 $322K
Payne Capital Management, LLC 0.14% — 627 $321K
Northstar Advisory Group, LLC 0.16% Reduce -92.6% 627 $321K
Cetera Trust Company, N.A 0.21% No change 627 $321K
Adapt Wealth Advisors, LLC 0.16% No change 627 $321K
Wisconsin Capital Management LLC 0.18% No change 626 $320K
Capital Investment Counsel, Inc 0.05% No change 625 $320K
Dahring | Cusmano LLC 0.29% — 621 $318K
Rogco, LP 0.13% Add +1840.6% 621 $317K
Maiden Cove Capital, LLC 0.48% Add +3.7% 620 $317K
Leisure Capital Management 0.12% Reduce -44.7% 618 $316K
Criterion Capital Advisors, LLC 0.20% No change 659 $316K
Lantern Wealth Advisors, LLC 0.20% Add +0.2% 615 $315K
Parkside Advisors LLC 0.07% No change 615 $314K
LVW Advisors, LLC 0.04% Add +45.0% 615 $314K
FOCUS Wealth Advisors, LLC 0.17% No change 615 $314K
Stockman Wealth Management, Inc. 0.05% Reduce -32.5% 614 $314K
Encompass More Asset Management 0.10% Reduce -34.4% 611 $312K
Mengis Capital Management, Inc. 0.06% No change 610 $312K
Brand Asset Management Group, Inc. 0.13% Reduce -35.0% 606 $310K
VAUGHAN & Co SECURITIES, INC. 0.19% No change 606 $310K
Strategic Investment Advisors / MI 0.03% Add +33.5% 605 $309K
Hendershot Investments Inc. 0.04% Add +26.3% 605 $309K
Bridge Creek Capital Management LLC 0.09% Reduce -6.4% 603 $308K
Strategic Point Investment Advisors, LLC 0.05% Reduce -1.5% 603 $308K
GK Wealth Management LLC 0.39% — 603 $308K
Letson Investment Management, Inc. 0.12% No change 602 $308K
TruNorth Capital Management, LLC 0.08% Add +30.4% 601 $307K
Clear Investment Research, LLC 0.39% No change 600 $307K
1776 Wealth LLC 0.14% No change 600 $307K
Forza Wealth Management, LLC 0.14% No change 600 $307K
Financial Gravity Companies, Inc. 0.07% New 596 $305K
Able Wealth Management LLC 0.20% Add +0.3% 596 $305K
Tevis Investment Management 0.23% Add +7.4% 595 $304K
Northstar Financial Companies, Inc. 0.29% — 593 $303K
Lafayette Investments, Inc. 0.07% New 593 $303K
Twelve Points Wealth Management LLC 0.09% Reduce -35.1% 593 $303K
Oliver Luxxe Assets LLC 0.05% No change 619 $302K
Wiser Advisor Group LLC 0.44% Add +8.5% 589 $301K
Herold Advisors, Inc. 0.07% No change 587 $301K
Legacy Capital Wealth Management, LLC 0.30% — 587 $300K
Interchange Capital Partners, LLC 0.11% Add +0.7% 586 $299K
Shaker Financial Services, LLC 0.11% Reduce -1.5% 582 $298K
Biondo Investment Advisors, LLC 0.04% No change 582 $298K
Goldstream Capital Management Ltd 0.13% Add +93.3% 580 $297K
Kraematon Investment Advisors, Inc. 0.29% Reduce -5.5% 580 $296K
Ground Swell Capital, LLC 0.64% New 578 $295K
John G Ullman & Associates Inc. 0.04% New 578 $295K
Capital A Wealth Management, LLC 0.49% — 577 $295K
Clay Northam Wealth Management, LLC 0.19% Add +28.5% 577 $295K
Elevation Wealth Partners, LLC 0.12% Reduce -0.3% 576 $295K
Summa Corp. 0.14% No change 575 $294K
Vermillion Wealth Management, Inc. 0.15% — 575 $294K
Bishop & Co Investment Management, LLC 0.11% No change 574 $293K
Fiducient Advisors LLC 0.04% Reduce -2.2% 573 $293K
Endowment Wealth Management, Inc. 0.20% Add +0.3% 572 $292K
Integris Wealth Management, LLC 0.08% Add +16.1% 569 $291K
LCM Capital Management Inc 0.16% Add +3.5% 568 $290K
Successful Portfolios LLC 0.19% Reduce -0.7% 568 $290K
Spectrum Financial Alliance Ltd LLC 0.10% No change 568 $290K
Harbor Capital Advisors, Inc. 0.01% Reduce -3.7% 567 $290K
AIMZ Investment Advisors, LLC 0.10% Reduce -4.2% 565 $289K
Clarity Financial LLC 0.03% Add +18.7% 565 $289K
One Wealth Map LLC 0.18% Reduce -39.5% 549 $289K
GW&K Investment Management, LLC 0.00% New 563 $288K
TD Capital Management LLC 0.03% Add +0.2% 563 $288K
Next Level Wealth Planning, LLC 0.23% — 563 $288K
Innealta Capital, LLC 0.14% New 562 $287K
Abacus Wealth Partners, LLC 0.04% Add +4.5% 562 $287K
Dechtman Wealth Management, LLC 0.06% Add +0.4% 561 $287K
PCA Investment Advisory Services Inc. 0.13% Add +2.0% 556 $284K
Measured Risk Portfolios, Inc. 0.32% — 555 $284K
OneAscent Wealth Management LLC 0.12% Reduce -34.0% 553 $283K
TriaGen Wealth Management LLC 0.10% No change 553 $283K
James J. Burns & Company, LLC 0.05% Add +0.4% 553 $282K
Sivia Capital Partners, LLC 0.14% Reduce -27.6% 551 $282K
Houlihan Financial Resource Group, Ltd. 0.12% Reduce -0.2% 550 $281K
Allred Capital Management, LLC 0.11% No change 549 $281K
Rede Wealth, LLC 0.11% Reduce -1.1% 549 $281K
LifeGoal Investments, LLC 0.30% — 549 $281K
VestGen Investment Management 0.08% No change 549 $281K
IFC Advisors LLC 0.06% — 548 $280K
Mountain Hill Investment Partners Corp. 0.28% — 546 $279K
Bedel Financial Consulting, Inc. 0.04% Add +0.8% 529 $279K
Canvas Wealth Advisors, LLC 0.07% Add +2.8% 543 $278K
Resurgent Financial Advisors LLC 0.16% Add +0.2% 543 $278K
Marathon Capital Management 0.07% Add +9.5% 542 $277K
Lutz Financial Services LLC 0.02% New 539 $276K
Axim Planning & Wealth 0.29% Add +5.1% 538 $275K
Cherry Tree Wealth Management, LLC 0.07% Reduce -2.4% 537 $275K
One Wealth Capital Management, LLC 0.14% — 537 $275K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.4% 537 $275K
Hippocratic Financial Advisors, LLC 0.19% — 535 $273K
Constitution Capital LLC 0.15% Add +5.3% 534 $273K
Demars Financial Group, LLC 0.12% Reduce -4.5% 533 $273K
Princeton Global Asset Management LLC 0.05% Add +192.9% 533 $272K
Tradewinds Capital Management, LLC 0.07% Add +417.5% 533 $272K
Weaver Capital Management LLC 0.08% No change 533 $272K
Callahan Advisors, LLC 0.03% Add +11.8% 532 $272K
Human Investing LLC 0.05% New 532 $272K
Jacobs & Co. 0.03% No change 532 $271K
Legacy Financial Group LLC 0.04% New 530 $271K
Elevate Wealth Advisory, Inc. 0.20% No change 529 $270K
Aventura Private Wealth, LLC 0.15% — 529 $270K
Founders Grove Wealth Partners, LLC 0.08% — 529 $270K
Delta Asset Management LLC 0.02% Add +2.9% 528 $270K
CMH Wealth Management LLC 0.06% No change 526 $269K
Better Money Decisions, LLC 0.19% Reduce -1.3% 524 $268K
Horan Capital Advisors, LLC. 0.09% Reduce -17.6% 523 $267K
Norris Perne & French LLP 0.02% Add +2.4% 522 $267K
City State Bank 0.09% Reduce -1.3% 520 $266K
Advus Financial Partners, LLC 0.07% Add +0.2% 519 $266K
Financial Security Advisor, Inc. 0.07% New 519 $266K
Old North State Wealth Management, LLC 0.15% Add +0.2% 515 $265K
Olistico Wealth, LLC 0.15% No change 517 $264K
Elser Financial Planning, Inc 0.02% No change 516 $264K
ArborFi Advisors, LLC 0.26% — 516 $264K
EnRich Financial Partners LLC 0.09% Add +255.9% 516 $264K
Bell & Brown Wealth Advisors, LLC 0.10% Add +7.7% 515 $264K
Cooper Capital Advisors LLC 0.27% — 515 $263K
Wayfinding Financial, LLC 0.14% New 515 $263K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 514 $263K
Towerpoint Wealth, LLC 0.13% Reduce -47.8% 513 $262K
China Universal Asset Management Co., Ltd. 0.02% Add +52.5% 511 $262K
SilverOak Wealth Management LLC 0.06% No change 511 $261K
YANKCOM Partnership 0.14% — 511 $261K
Asset Advisors Investment Management, LLC 0.03% No change 511 $261K
Salvus Wealth Management, LLC 0.17% No change 511 $261K
Reynders McVeigh Capital Management, LLC 0.01% New 509 $260K
Legacy Wealth Management, LLC 0.02% No change 508 $260K
Shearwater Capital LLC 0.18% No change 505 $258K
Brooks, Moore & Associates, Inc. 0.15% No change 505 $258K
Burling Wealth Partners, LLC 0.05% — 504 $258K
Firethorn Wealth Partners, LLC 0.13% New 502 $257K
Gordian Advisors LLC 0.20% Add +0.2% 502 $257K
Moisand Fitzgerald Tamayo, LLC 0.04% Add +70.4% 501 $256K
Burton Enright Welch 0.05% No change 501 $256K
Carnegie Lake Advisors LLC 0.10% Reduce -5.7% 500 $256K
Gould Asset Management LLC 0.05% No change 500 $256K
Beck Mack & Oliver LLC 0.00% No change 500 $256K
Studio Investment Management LLC 0.05% No change 497 $254K
Coston, McIsaac & Partners 0.08% Reduce -19.0% 498 $254K
CoreFirst Bank & Trust 0.15% No change 495 $253K
Fernwood Investment Management, LLC 0.09% Reduce -27.7% 495 $253K
West Wealth Group, LLC 0.08% New 492 $252K
Gallacher Capital Management LLC 0.12% No change 491 $251K
Grand Wealth Management, LLC 0.14% Reduce -0.8% 490 $251K
Talon Private Wealth, LLC 0.05% Add +270.4% 489 $250K
Continuum Wealth Advisors, LLC 0.13% New 489 $250K
Curio Wealth, LLC 0.13% — 489 $250K
Medallion Wealth Advisors, LLC 0.12% — 533 $250K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -14.7% 488 $249K
Centerpoint Advisors, LLC 0.09% Add +46.1% 485 $248K
Nestegg Advisors, Inc. 0.25% — 481 $247K
Private Wealth Management Group, LLC 0.09% Add +74.7% 484 $247K
Prevail Innovative Wealth Advisors, LLC 0.07% Add +4.3% 484 $247K
Keb Asset Management, LLC 0.07% Reduce -12.8% 484 $247K
Vermillion & White Wealth Management Group, LLC 0.18% No change 482 $246K
GKV Capital Management Co., Inc. 0.10% — 482 $246K
Accelerate Investment Advisors LLC 0.22% New 481 $246K
Townsend & Associates, Inc 0.03% No change 468 $246K
Twin Capital Management Inc. 0.03% Reduce -10.8% 480 $245K
Seneca Financial Advisors LLC 0.12% No change 479 $245K
Signature Resources Capital Management, LLC 0.22% Add +136.6% 478 $244K
First American Bank 0.02% Reduce -7.7% 478 $244K
ONE Advisory Partners, LLC 0.11% No change 476 $244K
Fullcircle Wealth LLC 0.10% New 454 $243K
Convergence Financial, LLC 0.05% Reduce -39.1% 474 $242K
Kolinsky Wealth Management, LLC 0.15% New 473 $242K
Sonoma Private Wealth LLC 0.39% Reduce -4.3% 471 $241K
Blalock Williams, LLC 0.28% — 470 $240K
Centricity Wealth Management, LLC 0.22% — 470 $240K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -2.5% 460 $240K
Cypress Capital, LLC 0.07% New 469 $240K
CMC Financial Group 0.51% Reduce -20.1% 469 $240K
Whitford Management LLC 0.07% No change 469 $240K
Cabot Wealth Management Inc. 0.03% New 468 $239K
Stark Wealth Management LLC 0.18% — 468 $239K
Kelly Financial Services LLC 0.09% Reduce -0.2% 467 $239K
Generation Capital Management LLC 0.20% — 465 $238K
Wilkins Investment Counsel Inc. 0.03% No change 465 $238K
Corrado Advisors, LLC 0.15% Add +2.4% 464 $237K
Indie Asset Partners, LLC 0.19% Reduce -21.5% 464 $237K
Wingate Wealth Advisors, Inc. 0.23% — 462 $236K
One Wealth Advisors, LLC 0.03% No change 460 $235K
Seven Mile Advisory 0.15% No change 460 $235K
Missouri Trust & Investment Co 0.08% Add +26.0% 460 $235K
Versant Capital Management, Inc 0.05% Reduce -16.4% 460 $235K
Headinvest, LLC 0.04% New 460 $235K
Columbus Macro, LLC 0.03% New 459 $235K
Boston Common Asset Management, LLC 0.01% Reduce -11.6% 459 $235K
Pennington Partners & Co., LLC 0.12% — 455 $233K
Arbor Capital Management Inc. 0.23% New 448 $232K
Laurel Wealth Advisors LLC 0.04% Add +0.2% 455 $232K
LMG Wealth Partners, LLC 0.05% Add +2.3% 454 $232K
Tiller Private Wealth, Inc. 0.10% No change 452 $231K
Whitcomb & Hess, Inc. 0.07% No change 450 $230K
Greenland Capital Management LP 0.05% Reduce -77.7% 449 $230K
Hudson Capital Management LLC 0.07% Reduce -1.1% 448 $229K
North Forty Two & Co. 0.26% — 447 $229K
Skyline Advisors, Inc. 0.09% Add +1.4% 447 $229K
Tableaux LLC 0.19% — 446 $228K
Santori & Peters, Inc. 0.09% Add +0.2% 446 $228K
Hager Investment Management Services, LLC 0.14% — 445 $227K
Cedar Point Capital Partners, LLC 0.15% Add +2.3% 444 $227K
Mach-1 Financial Group, LLC 0.41% Reduce -87.3% 443 $226K
Broadview Financial Management, LLC 0.16% Reduce -18.3% 442 $226K
Alexander Labrunerie & Co., Inc. 0.10% No change 442 $226K
Landing Point Financial Group, LLC 0.17% — 427 $226K
Caldwell Sutter Capital, Inc. 0.10% No change 441 $225K
Rench Wealth Management, Inc. 0.08% Add +0.2% 440 $225K
Fi3 FINANCIAL ADVISORS, LLC 0.08% No change 440 $225K
Paragon Financial Partners, Inc. 0.17% Reduce -43.0% 439 $224K
Marion Wealth Management 0.06% Add +2.1% 438 $224K
Douglass Winthrop Advisors, LLC 0.00% Reduce -0.5% 438 $224K
Congress Asset Management Co. 0.00% Add +0.5% 438 $224K
Cook Wealth, LLC 0.10% New 420 $224K
New Republic Capital, LLC 0.15% New 437 $223K
SkyView Investment Advisors, LLC 0.04% No change 436 $223K
LWM Advisors Inc. 0.22% — 436 $223K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% New 436 $223K
Truepoint, Inc. 0.01% Reduce -77.3% 436 $223K
PUREfi Wealth, LLC 0.22% — 435 $222K
BFI Infinity Ltd. 0.24% — 435 $222K
Comprehensive Money Management Services LLC 0.18% — 435 $222K
Cascade Wealth Advisors, Inc 0.15% Reduce -49.7% 435 $222K
Fairfield, Bush & Co. 0.13% Add +0.2% 433 $221K
Howe & Rusling Inc. 0.02% Reduce -34.6% 432 $221K
Postrock Partners LLC 0.11% — 431 $220K
Sicart Associates LLC 0.08% No change 431 $220K
Solutions 4 Wealth, Ltd 0.40% Reduce -17.1% 430 $220K
Pathway Financial Advisers, LLC 0.07% Add +9.7% 430 $219K
Beckerman Institutional, LLC 0.18% New 429 $219K
Portland Financial Advisors Inc 0.59% — 428 $219K
Alpha Wealth Funds, LLC 0.23% — 428 $219K
Wharton Business Group, LLC 0.01% No change 426 $218K
Heartwood Wealth Advisors LLC 0.02% No change 426 $218K
Triton Financial Group Inc 0.14% Add +2.9% 424 $217K
Stage Harbor Financial, LLC 0.19% Reduce -0.7% 425 $217K
Beacon Wealthcare LLC 0.09% Reduce -0.7% 425 $217K
Navalign, LLC 0.06% No change 425 $217K
Burford Brothers, Inc. 0.11% Reduce -19.1% 420 $215K
Summit Financial Wealth Advisors, LLC 0.04% New 413 $214K
Robinswood Financial LLC 0.08% Add +0.2% 418 $214K
Financial Harvest, LLC 0.18% — 418 $214K
Capital Square, LLC 0.12% New 402 $213K
Signet Financial Management, LLC 0.03% New 417 $213K
Petros Family Wealth, LLC 0.23% — 416 $213K
Ring Mountain Capital, LLC 0.14% — 416 $213K
IFS Advisors, LLC 0.17% No change 414 $212K
ROI Financial Advisors, LLC 0.14% No change 414 $212K
Praetorian Wealth Management, Inc. 0.05% New 414 $212K
Coign Capital Advisors LLC 0.19% — 413 $211K
Leverty Financial Group, LLC 0.11% No change 413 $211K
Mustard Seed Financial, LLC 0.17% No change 412 $211K
Pacific Wealth Management 0.11% No change 412 $211K
Benchmark Investment Advisors LLC 0.14% Reduce -21.3% 411 $210K
Bull Oak Capital, LLC 0.12% New 411 $210K
Orgel Wealth Management, LLC 0.01% New 411 $210K
Keeler & Nadler Financial Planning & Wealth Management 0.10% New 411 $210K
Raleigh Capital Management Inc. 0.08% Reduce -94.1% 411 $210K
Solitude Financial Services 0.09% New 409 $209K
Regimen Wealth, LLC 0.07% New 409 $209K
Squire Investment Management Company, LLC 0.09% New 408 $209K
Boulder Wealth Advisors, LLC 0.11% New 408 $209K
Tufton Capital Management 0.04% New 407 $208K
HighMark Wealth Management LLC 0.12% Add +5.2% 407 $208K
Cable Hill Partners, LLC 0.02% Reduce -2.4% 407 $208K
Lathrop Investment Management Co. 0.04% New 404 $207K
McDaniel Terry & Co. 0.02% New 405 $207K
Tilson Financial Group, Inc. 0.08% New 402 $206K
Alpha DNA Investment Management LLC 0.11% New 403 $206K
First City Capital Management, Inc. 0.11% New 402 $206K
L. Roy Papp & Associates, LLP 0.02% Reduce -16.6% 402 $206K
Toews Corp. 0.12% New 401 $205K
Blossom Wealth Management 0.39% New 400 $204K
A&I Financial Services, LLC 0.20% — 400 $204K
Chico Wealth RIA 0.18% New 400 $204K
Beta Wealth Group, Inc. 0.09% New 400 $204K
Plum Street Advisors, LLC 0.10% New 397 $203K
Arbor Investment Advisors, LLC 0.03% New 396 $202K
Prairie Wealth Advisors, Inc. 0.10% New 393 $201K
Jackson Thornton Wealth Management, LLC 0.03% New 393 $201K
Warburton Capital Management, LLC 0.15% — 393 $200K
Highland Financial Advisors, LLC 0.07% New 391 $200K
Jag Capital Management, LLC 0.03% Add +35.2% 388 $198K
Mainstream Capital Management LLC 0.14% New 380 $194K
Wood Tarver Financial Group, LLC 0.06% — 378 $193K
Evermay Wealth Management LLC 0.03% Reduce -5.5% 377 $193K
Hills Bank & Trust Co 0.01% Reduce -1.1% 366 $187K
Resources Management Corp. /CT/ 0.03% Add +1.1% 363 $186K
Ascentis Wealth Management, LLC 0.06% Reduce -2.4% 361 $185K
Kestra Investment Management, LLC 0.01% Reduce -14.4% 357 $183K
Bare Financial Services, Inc 0.07% No change 356 $182K
Spirit of America Management Corp. 0.04% Add +11.5% 350 $179K
Mowery & Schoenfeld Wealth Management, LLC 0.34% No change 345 $176K
GoalVest Advisory LLC 0.05% Reduce -13.1% 344 $176K
Valued Wealth Advisors LLC 0.11% Add +16850.0% 339 $173K
Lee Danner & Bass Inc. 0.01% New 336 $172K
Cyrus J. Lawrence, LLC 0.03% No change 333 $170K
American Capital Advisory, LLC 0.09% Add +30.8% 327 $167K
Ceeto Capital Group, LLC 0.06% No change 324 $166K
KBC Group NV 0.00% New 318 $163K
Accredited Wealth Management, LLC 0.14% — 316 $162K
Cypress Capital Management LLC (WY) 0.18% No change 315 $161K
First Pacific Financial 0.04% Add +0.3% 303 $155K
Hikari Tsushin, Inc. 0.01% No change 302 $154K
Perkins Coie Trust Co 0.03% No change 299 $153K
SRH Advisors, LLC 0.04% No change 295 $151K
TFC Financial Management, Inc. 0.02% Add +0.3% 292 $149K
Oak Family Advisors, LLC 0.06% No change 290 $148K
United Community Bank 0.06% Reduce -14.7% 290 $148K
Gould Capital, LLC 0.10% Reduce -2.4% 288 $147K
Nvwm, LLC 0.04% Add +4.7% 288 $147K
Horrell Capital Management, Inc. 0.04% Reduce -14.8% 287 $147K
Endeavor Private Wealth, Inc. 0.14% — 285 $146K
Cranbrook Wealth Management, LLC 0.03% No change 285 $146K
Koesten, Hirschmann & Crabtree, INC. 0.08% Add +0.3% 284 $145K
Legacy Investment Solutions, LLC 0.09% Add +8.2% 264 $138K
Legacy Wealth Managment, LLC 0.09% Add +8.2% 264 $138K
Thomas J. Herzfeld Advisors, Inc. 0.04% No change 270 $138K
Pineridge Advisors LLC 0.05% Reduce -14.2% 265 $136K
West Branch Capital LLC 0.04% Reduce -3.0% 259 $132K
MV Capital Management, Inc. 0.01% No change 258 $132K
NBT Bank, N.A. 0.01% Reduce -2.3% 258 $132K
Sherman Asset Management, Inc. 0.12% — 252 $129K
REAP Financial Group, LLC 0.03% No change 251 $128K
Centennial Bank 0.06% No change 250 $128K
Iron Horse Wealth Management, LLC 0.04% Add +70.4% 242 $124K
Prestige Wealth Management Group LLC 0.03% No change 241 $123K
VSM Wealth Advisory, LLC 0.04% — 240 $123K
Cornerstone National Bank & Trust Co 0.05% No change 231 $118K
SJS Investment Consulting Inc. 0.02% Reduce -26.1% 230 $118K
Semmax Financial Advisors Inc. 0.03% No change 218 $117K
Asset Management One Co., Ltd. 0.00% Reduce -3.1% 222 $116K
Graney & King, LLC 0.09% — 222 $113K
Operose Advisors LLC 0.04% No change 215 $110K
Menard Financial Group LLC 0.06% New 211 $108K
Strategic Investment Solutions, Inc. 0.04% Reduce -29.1% 210 $107K
Breakwater Investment Management 0.05% Reduce -23.5% 208 $106K
CKW Financial Group 0.01% Add +216.9% 206 $105K
Reyes Financial Architecture, Inc. 0.08% — 205 $105K
MRP Capital Investments, LLC 0.09% Add +2155.6% 203 $104K
Mechanics Financial Corp 0.05% Add +222.2% 203 $104K
Crowley Wealth Management, Inc. 0.09% — 200 $102K
Cutler Capital Management, LLC 0.05% New 200 $102K
ESL Trust Services, LLC 0.02% New 200 $102K
Ramirez Asset Management, Inc. 0.02% No change 200 $102K
Consultiva Wealth Management, Corp. 0.51% New 200 $102K
VELA Investment Management, LLC 0.03% New 192 $98K
LGT Financial Advisors LLC 0.21% New 190 $97K
Millstone Evans Group, LLC 0.07% — 187 $96K
Financial Connections Group, Inc. 0.05% No change 185 $94K
Elequin Capital, LP 0.01% New 178 $91K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 177 $90K
Washington Trust Advisors, Inc. 0.01% No change 175 $89K
Avalon Trust Co 0.01% Reduce -36.6% 173 $88K
Atwood & Palmer Inc. 0.01% Reduce -4.4% 172 $88K
Painted Porch Advisors LLC 0.04% No change 168 $86K
Murphy & Mullick Capital Management Corp 0.08% — 167 $85K
FLP Wealth Management, LLC 0.22% — 166 $85K
Mb, Levis & Associates, LLC 0.04% Add +23.1% 165 $84K
Legacy Bridge, LLC 0.04% Add +36.7% 164 $84K
New Harbor Financial Group, LLC 0.02% New 160 $82K
Fiduciary Family Office, LLC 0.02% New 160 $82K
Piscataqua Savings Bank 0.07% No change 160 $82K
Northwest Bank & Trust Co 0.06% No change 160 $82K
Red Tortoise LLC 0.04% Add +47.1% 153 $78K
Bray Capital Advisors 0.02% No change 149 $76K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 146 $75K
Keener Financial Planning LLC 0.04% Reduce -23.3% 145 $74K
Pacifica Partners Inc. 0.03% New 144 $73K
Erste Asset Management GmbH 0.00% New 3,473 $73K
Brooklyn Investment Group 0.02% New 135 $69K
Barrett & Company, Inc. 0.03% Reduce -3.6% 133 $68K
Putney Financial Group LLC 0.06% — 131 $67K
Logan Capital Management Inc. 0.00% No change 127 $65K
Creative Capital Management Investments LLC 0.03% Add +740.0% 126 $64K
Frazier Financial Advisors, LLC 0.05% Add +1288.9% 125 $64K
PFG Private Wealth Management, LLC 0.04% Add +3.3% 125 $64K
North Ridge Wealth Advisors, Inc. 0.04% New 123 $63K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -3.9% 122 $62K
Perritt Capital Management Inc 0.03% New 119 $61K
Loomis Sayles & Co. L P 0.00% No change 113 $58K
Banque Transatlantique SA 0.00% — 111 $57K
Pflug Koory, LLC 0.00% No change 110 $56K
Bear Mountain Capital, Inc. 0.02% No change 103 $55K
Midwest Capital Advisors, LLC 0.04% — 100 $51K
Spectrum Wealth Counsel, LLC 0.01% No change 100 $51K
Point72 Asset Management 0.00% New 100 $51K
ROSS\JOHNSON & Associates LLC 1.16% — 98 $50K
CGC Financial Services, LLC 0.02% No change 92 $47K
Chelsea Counsel Co. 0.02% No change 91 $47K
Gleason Group, Inc. 0.01% Add +15.6% 89 $45K
Blume Capital Management, Inc. 0.01% No change 85 $43K
New England Capital Financial Advisors LLC 0.02% Add +1.2% 83 $42K
Hoese & Co LLP 0.04% Add +32.3% 82 $42K
Van Eck Associates Corp. 0.00% Add +111.1% 76 $39K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 75 $38K
CarsonAllaria Wealth Management, Ltd. 0.02% Reduce -7.6% 73 $37K
True Wealth Design, LLC 0.01% No change 73 $37K
Ogorek Anthony Joseph /NY/ 0.01% Add +15.9% 73 $37K
Roxbury Financial LLC 0.04% — 72 $37K
Marshall & Sterling Wealth Advisors Inc. 0.02% — 70 $36K
Bridge Generations Wealth Management LLC 0.02% — 68 $35K
Capital Management Associates 0.04% No change 62 $32K
Citizens National Bank Trust Department 0.01% No change 61 $31K
Hurley Capital, LLC 0.02% — 236 $26K
Accent Capital Management, LLC 0.01% No change 50 $26K
Milestone Investment Advisors LLC 0.01% No change 50 $26K
PayPay Securities Corp 1.09% Add +276.9% 49 $25K
Redwood Park Advisors LLC 0.02% — 40 $20K
Capital & Planning, LLC 0.01% — 37 $19K
Broadwater Capital Management LLC 0.01% No change 32 $16K
C M Bidwell & Associates Ltd. 0.01% No change 30 $15K
Covestor Ltd 0.01% No change 30 $15K
Nordwand Advisors, LLC 0.01% Add +52.6% 29 $15K
Accordant Advisory Group Inc 0.01% No change 28 $14K
Bellwether Advisors, LLC 0.00% New 26 $13K
Sawyer & Company, Inc 0.00% Reduce -34.4% 21 $11K
DecisionPoint Financial, LLC 0.00% Add +90.9% 21 $11K
Minot DeBlois Advisors LLC 0.01% — 20 $10K
Hanson & Doremus Investment Management 0.00% No change 18 $9K
Morse Asset Management, Inc 0.00% No change 17 $9K
Keystone Financial Group, Inc. 0.01% — 15 $8K
Navigoe, LLC 0.01% — 15 $7K
WealthTrak Capital Management LLC 0.00% — 10 $5K
Delos Wealth Advisors, LLC 0.00% New 10 $5K
Berkshire Capital Holdings Inc. 0.00% No change 10 $5K
HBC Financial Services, PLLC 0.00% No change 10 $5K
MidAtlantic Capital Management, Inc. 0.00% Reduce -10.0% 9 $5K
Lanark Financial, Inc. 0.40% — 8 $4K
Investors Research Corp 0.00% No change 8 $4K
Hoey Investments, Inc. 0.00% Reduce -85.4% 6 $3K
4Thought Financial Group Inc. 0.00% No change 6 $3K
Principia Wealth Advisory, LLC 0.00% — 5 $3K
Miller Wealth Advisors, LLC 0.00% No change 5 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
Atlantic Private Wealth, LLC 0.00% No change 4 $2K
Holos Integrated Wealth LLC 0.00% — 3 $2K
PEAK6 LLC 0.00% — 3 $1K
1620 Investment Advisors, Inc. 0.00% Reduce -83.3% 1 $511
MUFG Securities EMEA plc 0.00% No change 1 $511

"% 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.