Invesco QQQ Trust Series 1QQQETF

13F holders, Q1 2025 (March 31)
3,345holders −59
158new positions
194sold out
11famous investors
$457.57avg. 13F price*

At the end of Q1 2025, 3,345 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, down 59 from Q4 2024. 158 opened new positions and 194 sold out. The largest holders were Morgan Stanley ($10.3B), Bank of America Corp. ($7.2B) and Wells Fargo & Company ($4.9B). 11 famous investors held it, including Brad Gerstner (9.3% of Altimeter Capital Management's portfolio), Ken Griffin (1.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (1.0% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions158$2.4B
Exits194$5.0B

All 13F filers, Q4 2024 → Q1 2025: 33,080,552 shares bought and 27,055,216 shares sold, net +6,025,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,345 holders

Morgan Stanley 0.74% Add +17.1% 22,009,847 $10.3B
Bank of America Corp. 0.64% Add +14.2% 15,276,140 $7.2B
Wells Fargo & Company 1.18% Add +42.2% 10,423,661 $4.9B
LPL Financial LLC 1.74% Add +0.7% 9,545,155 $4.5B
JPMorgan Chase & Co. 0.25% Add +30.9% 7,029,656 $3.3B
Goldman Sachs Group Inc. 0.54% Reduce -6.5% 6,038,375 $2.8B
UBS Group AG 0.56% Reduce -9.3% 5,393,101 $2.5B
Ameriprise Financial Inc. 0.57% Reduce -0.8% 4,465,701 $2.1B
Royal Bank of Canada 0.41% Add +4.8% 3,885,989 $1.8B
Susquehanna International Group, LLP 2.75% Reduce -40.9% 3,568,650 $1.7B
Raymond James Financial Inc. 0.62% Reduce -2.0% 3,495,456 $1.6B
Northwestern Mutual Wealth Management Co. 1.23% Add +1.7% 3,201,107 $1.5B
PNC Financial Services Group, Inc. 0.76% Reduce -0.3% 3,105,782 $1.5B
Envestnet Asset Management Inc. 0.44% Reduce -1.3% 2,931,694 $1.4B
Healthcare of Ontario Pension Plan Trust Fund 3.03% Add +5.5% 2,903,000 $1.4B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 71.67% No change 2,500,000 $1.2B
Commonwealth Equity Services, LLC 1.65% Add +2.3% 2,480,244 $1.2B
Citadel Advisors 1.13% Add +1499.0% 2,419,751 $1.1B
Citigroup Inc. 0.83% Add +150.3% 2,326,327 $1.1B
Jane Street Group, LLC 1.50% Add +1.7% 1,764,681 $827.5M
National Mutual Insurance Federation of Agricultural Cooperatives 7.41% No change 1,759,000 $824.8M
Cetera Investment Advisers 1.53% New 1,679,896 $787.7M
BNP Paribas Financial Markets 0.60% Add +31.4% 1,667,164 $781.8M
Osaic Holdings, Inc. 1.69% Reduce -0.6% 1,616,913 $758.9M
Fisher Asset Management 0.31% Reduce -12.6% 1,517,104 $711.4M
HRT Financial LP 4.28% Reduce -57.1% 1,440,978 $675.7M
T. Rowe Price Associates Inc. 0.08% Reduce -35.2% 1,425,627 $668.5M
TD Asset Management Inc 0.59% Add +18.1% 1,378,074 $646.2M
CHURCHILL MANAGEMENT Corp 8.07% Reduce -26.3% 1,356,746 $636.2M
US Bancorp \de 0.85% Reduce -4.2% 1,350,809 $633.4M
Cambridge Investment Research Advisors, Inc. 2.13% Add +1.1% 1,342,830 $629.7M
Hancock Prospecting Pty Ltd 23.68% Add +230.4% 1,277,709 $599.1M
Bank of Montreal 0.32% Reduce -37.8% 1,266,731 $594.0M
HighTower Advisors, LLC 0.76% Add +5.1% 1,187,148 $556.7M
Truist Financial Corp. 0.79% Reduce -0.6% 1,050,914 $492.8M
Analyst IMS Investment Management Services Ltd. 19.15% Add +1.5% 1,050,711 $492.7M
Rockefeller Capital Management L.P. 1.20% Add +19.1% 1,036,519 $486.1M
Howard Capital Management, LLC 12.05% Add +0.0% 2,982,616 $479.8M
Mariner, LLC 0.79% Add +3.3% 1,015,285 $476.1M
Spear Holdings RSC Ltd 36.54% — 1,012,112 $474.6M
Altimeter Capital Management 9.32% New 988,000 $463.3M
Stifel Financial Corp. 0.48% Add +5.8% 956,558 $448.6M
MML Investors Services, LLC 1.43% Add +1.1% 916,705 $429.9M
Barings LLC 10.88% Add +2.1% 911,307 $427.3M
Two Sigma Investments, LP 0.97% Add +22.1% 907,645 $425.6M
Barclays PLC 0.19% Reduce -19.8% 875,349 $410.5M
Alkeon Capital Management LLC 2.36% No change 849,777 $398.5M
Janney Montgomery Scott LLC 1.12% Add +5.5% 838,553 $393.2M
Artemis Wealth Advisors, LLC 69.10% Reduce -1.1% 819,291 $384.2M
Millennium Management 0.38% Add +138.5% 816,859 $383.0M
FMR LLC 0.02% Add +2.9% 812,135 $380.8M
Alaska Permanent Fund Corp 5.34% Add +14750.7% 799,266 $380.0M
Qube Research & Technologies Ltd 0.57% Add +300.0% 777,663 $364.7M
Fiera Capital Corp 1.25% Add +2.3% 736,273 $345.3M
Cerity Partners LLC 0.67% Add +2.5% 699,177 $327.9M
Susquehanna Advisors Group, Inc. 28.85% No change 673,923 $316.0M
Cibc World Market Inc. 0.72% Reduce -2.2% 671,214 $314.7M
Nissay Asset Management Corp. /Japan 2.01% No change 660,336 $309.6M
Creative Planning 0.29% Add +7.8% 651,286 $305.4M
Wolverine Trading, LLC 9.39% Add +211.6% 631,993 $296.4M
Main Management ETF Advisors, LLC 13.78% Add +289.3% 2,939,770 $283.5M
Kestra Advisory Services, LLC 1.33% Reduce -6.4% 583,566 $273.6M
Mirae Asset Global Investments Co., Ltd. 1.12% Reduce -10.1% 589,771 $273.5M
Manufacturers Life Insurance Company, The 0.25% Add +169.4% 557,721 $261.5M
Tower Research Capital LLC (TRC) 7.64% Add +3543.4% 554,460 $256.5M
Cwm, LLC 0.99% Reduce -11.4% 529,562 $248.3M
Rafferty Asset Management, LLC 1.04% Reduce -3.1% 519,888 $243.8M
Norinchukin Bank, The 4.47% Add +26.0% 518,000 $242.9M
PEAK6 LLC 9.45% Add +17168666.7% 515,063 $241.5M
Ieq Capital, LLC 1.92% Add +21.1% 514,985 $241.5M
Wealth Enhancement Advisory Services, LLC 0.46% Add +4.0% 514,600 $241.3M
Equitable Holdings, Inc. 2.28% Reduce -0.7% 512,949 $240.5M
Canada Pension Plan Investment Board 0.23% No change 509,000 $238.7M
Private Advisor Group, LLC 1.40% Reduce -4.0% 492,981 $231.2M
Avantax Advisory Services, Inc. 1.34% Add +16.9% 469,678 $220.2M
Mirae Asset Securities (usa) Inc. 9.39% Reduce -30.6% 465,971 $218.5M
Meitav Investment House Ltd. 3.96% Reduce -17.3% 458,270 $214.9M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +2.7% 454,577 $213.2M
Focus Partners Wealth 0.51% Reduce -0.1% 436,136 $204.6M
Toronto Dominion Bank 0.51% Add +422.5% 420,159 $197.0M
Franklin Resources Inc. 0.06% Add +75.1% 412,873 $193.6M
CBIZ Investment Advisory Services, LLC 9.40% Add +3.5% 409,205 $191.9M
Composition Wealth, LLC 3.65% Add +0.5% 387,977 $181.9M
Bell Bank 9.66% Add +0.2% 381,672 $179.0M
Bouchey Financial Group, Ltd. 16.02% Reduce -0.2% 378,612 $177.6M
IMC-Chicago, LLC 6.87% Add +31.0% 377,594 $177.1M
Captrust Financial Advisors 0.43% Add +100.7% 366,423 $171.8M
Baird Financial Group, Inc. 0.33% Add +11.1% 363,812 $170.6M
Cohen Klingenstein LLC 5.89% Add +0.0% 346,830 $162.6M
Invictus Private Wealth, LLC 12.82% Add +1.9% 344,850 $161.7M
J.Safra Asset Management Corp 13.13% Add +4.8% 344,453 $161.5M
Natixis 0.96% Add +10.9% 347,619 $161.3M
Brookstone Capital Management 2.30% Reduce -5.2% 341,808 $160.3M
SG Americas Securities, LLC 0.55% Reduce -14.6% 341,798 $160.3M
MAI Capital Management 1.21% Add +3.0% 340,727 $159.8M
Peapack Gladstone Financial Corp. 2.35% Reduce -1.8% 337,061 $158.1M
Sumitomo Mitsui Financial Group, Inc. 2.84% Reduce -69.8% 331,104 $155.3M
Jefferies Financial Group Inc. 2.59% Add +22.5% 307,193 $144.0M
CSM Advisors, LLC 7.84% Reduce -9.2% 306,150 $143.6M
Lido Advisors, LLC 0.85% Reduce -4.8% 304,981 $143.2M
Consolidated Investment Group LLC 21.81% Reduce -1.1% 303,500 $142.3M
Prime Capital Investment Advisors, LLC 1.53% Add +18.3% 279,953 $131.3M
Steward Partners Investment Advisory, LLC 1.16% Reduce -0.1% 278,927 $130.8M
Hudson Bay Capital Management LP 0.95% New 276,635 $129.7M
Northern Trust Corp. 0.02% Add +3.4% 276,397 $129.6M
Atria Wealth Solutions, Inc. 1.54% Reduce -10.2% 272,963 $128.1M
PPSC Investment Service Corp 14.42% Add +1.4% 268,821 $126.1M
Corient Private Wealth LP 0.20% Reduce -17.4% 267,358 $125.4M
FIL Ltd 0.12% Add +21.0% 263,348 $123.5M
Stephens Inc. 1.81% Reduce -3.6% 262,753 $123.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 9.96% Add +8.3% 259,123 $121.6M
Steel Grove Capital Advisors, LLC 18.34% Reduce -0.0% 257,862 $120.9M
Blair William & Co. 0.36% Add +1.1% 256,592 $120.3M
Scopus Asset Management, L.P. 4.36% New 256,400 $120.2M
Anchor Capital Management Group Inc 55.21% Reduce -24.9% 255,775 $119.9M
Sanders Morris Harris LLC 18.64% Add +9.8% 254,526 $119.5M
Jones Financial Companies LLLP 0.11% Add +49.1% 251,774 $118.1M
Schonfeld Strategic Advisors LLC 0.79% Add +49.0% 249,994 $117.2M
Tudor Investment Corporation 1.04% Add +1132.0% 248,961 $116.7M
Harbour Investments, Inc. 3.19% Reduce -2.6% 237,684 $111.5M
National Bank of Canada 0.12% Add +42.0% 220,498 $103.4M
NewEdge Advisors, LLC 0.61% Reduce -3.8% 236,203 $102.4M
Mercer Global Advisors Inc. 0.23% Add +24.3% 218,410 $102.4M
Trilogy Capital Inc. 5.30% Reduce -0.1% 215,511 $101.1M
Harvard Management Co. Inc. 8.81% Reduce -20.9% 211,820 $99.3M
Johns Hopkins University 3.74% New 211,382 $99.1M
Steele Capital Management, Inc. 5.13% Add +0.8% 209,970 $98.6M
Integrated Wealth Concepts LLC 1.12% Reduce -5.0% 205,009 $96.1M
SummitTX Capital, L.P. 4.16% — 201,000 $94.3M
Beacon Capital Management, Inc. 4.67% Reduce -1.2% 180,547 $93.9M
SBI Securities Co., Ltd. 3.07% Reduce -1.4% 196,218 $92.0M
Stratos Wealth Partners, LTD. 1.42% Reduce -9.6% 196,041 $91.9M
Constellation Investments, Inc. 4.34% Add +16.8% 195,000 $91.4M
Parker Investment Management, LLC 16.28% Reduce -1.5% 194,264 $91.1M
Daiwa Securities Group Inc. 0.38% Add +50.8% 190,342 $90.6M
Apexium Financial, LP 5.38% Reduce -2.5% 192,289 $90.2M
Baltimore-Washington Financial Advisors, Inc. 4.85% Add +1.1% 192,209 $90.1M
Pinnacle Associates Ltd. 1.30% Add +10.0% 188,479 $88.4M
Wealthfront Advisers LLC 0.24% Add +8.1% 186,745 $87.6M
Hollencrest Capital Management 3.82% Reduce -15.9% 185,538 $87.0M
Taiyo Life Insurance Co. 7.73% No change 184,000 $86.3M
Jump Financial, LLC 1.32% Add +738.0% 183,950 $86.3M
Northeast Financial Consultants Inc 3.82% Add +0.8% 183,918 $86.2M
GTS Securities LLC 3.69% Add +80.0% 181,865 $85.3M
RiverFront Investment Group, LLC 1.88% Add +8.0% 180,190 $84.5M
iA Global Asset Management Inc. 1.45% Reduce -3.9% 179,121 $84.0M
Main Management LLC 7.38% Add +4.7% 178,687 $83.8M
VestGen Advisors, LLC 3.77% — 176,970 $83.0M
Perigon Wealth Management, LLC 2.12% Add +0.5% 176,082 $82.6M
Cresset Asset Management, LLC 0.40% Add +2.8% 170,433 $80.0M
Kestra Private Wealth Services, LLC 1.33% Add +5.3% 170,009 $79.7M
Federation des caisses Desjardins du Quebec 0.39% Add +14.0% 168,616 $79.1M
Squarepoint Ops LLC 0.19% Add +146.3% 167,163 $78.4M
Focus Financial Network, Inc. 3.13% Reduce -0.3% 163,307 $76.6M
Advisory Services Network, LLC 1.47% Add +27.8% 163,078 $76.5M
Sun Life Financial Inc. 4.83% Reduce -0.7% 162,840 $76.4M
D.A. Davidson & Co. 0.61% Reduce -0.0% 161,960 $75.9M
Independent Financial Group, LLC 2.61% Add +27.2% 161,887 $75.9M
Merit Financial Group, LLC 1.12% Add +18.8% 159,736 $74.9M
AIA Group Ltd 1.84% New 159,635 $74.9M
Industrial Alliance Investment Management Inc. 59.61% Add +7.6% 159,383 $74.7M
Meridian Wealth Management, LLC 3.60% Reduce -0.3% 158,298 $74.2M
Arrow Financial Corp 8.29% Add +1.1% 158,151 $74.2M
Frank, Rimerman Advisors LLC 5.73% Reduce -0.3% 154,218 $72.3M
Pittenger & Anderson Inc. 2.63% Reduce -0.6% 153,172 $71.8M
Wolf Hill Capital Management, LP 6.46% New 152,324 $71.4M
Comerica Bank 0.30% Add +44.9% 152,229 $71.4M
Berkshire Money Management, Inc. 7.93% Reduce -2.0% 150,756 $70.7M
Beacon Pointe Advisors, LLC 0.79% Add +1.8% 150,245 $70.5M
Edmond DE Rothschild Holding S.A. 1.24% Add +7.8% 149,557 $70.1M
IHT Wealth Management, LLC 2.18% Reduce -14.6% 148,699 $69.7M
BlackRock, Inc. 0.00% Add +156.2% 148,296 $69.5M
Dynamic Advisor Solutions LLC 2.28% Reduce -5.5% 147,336 $69.1M
Wescott Financial Advisory Group, LLC 7.14% Reduce 0.0% 146,837 $68.9M
Georgetown University 27.48% Reduce -20.5% 146,451 $68.7M
Bank Julius Baer & Co. Ltd, Zurich 0.22% Add +7.0% 146,143 $68.5M
Clearstead Trust, LLC 15.23% Add +4.1% 145,887 $68.4M
Prospera Financial Services Inc 1.56% Add +1.6% 144,909 $68.0M
Atria Investments, Inc 0.86% New 143,851 $67.5M
M&T Bank Corp 0.25% Add +4.4% 143,652 $67.4M
Pine Ridge Advisers LLC 5.69% Add +0.3% 141,732 $66.5M
Focused Wealth Management, Inc 9.02% Add +2.8% 141,450 $66.3M
Rollins Financial Advisors, LLC 11.47% Reduce -7.3% 140,429 $65.8M
Yarbrough Capital, LLC 2.82% No change 139,882 $65.6M
CIBC Private Wealth Group LLC 0.14% Add +15.1% 157,259 $65.4M
Diversify Advisory Services, LLC 4.04% Reduce -32.9% 136,120 $64.7M
Allianz SE 1.73% Add +29.1% 137,963 $64.7M
Phoenix Financial Ltd. 0.98% Add +35.9% 136,961 $64.3M
Juniper Hill Capital Management LP 15.96% No change 136,531 $64.0M
Sigma Planning Corp 2.04% Reduce -1.6% 136,317 $63.9M
Engineers Gate Manager LP 1.07% Reduce -52.2% 135,890 $63.7M
HSBC Holdings PLC 0.04% Reduce -9.7% 137,106 $63.7M
Sand Hill Global Advisors, LLC 2.62% Add +1854.2% 135,643 $63.6M
Silicon Valley Capital Partners 8.29% Add +0.5% 135,344 $63.5M
Wealthspire Advisors, LLC 0.37% Add +0.7% 132,167 $62.0M
Level Four Advisory Services, LLC 2.54% Reduce -3.8% 131,762 $61.8M
Ensign Peak Advisors, Inc 0.12% Reduce -51.0% 131,500 $61.7M
IFP Advisors, Inc 1.89% Add +30.3% 130,369 $61.1M
Cornerstone Planning Group LLC 14.56% Add +8.3% 133,927 $60.9M
Western Wealth Management, LLC 4.03% Reduce -8.7% 129,584 $60.8M
Horizon Wealth Management, LLC 10.22% Add +4.8% 129,329 $60.6M
Citizens Financial Group Inc. 1.19% Add +3.0% 128,585 $60.3M
Csenge Advisory Group 3.40% Add +9.2% 135,049 $60.0M
Oppenheimer & Co. Inc. 0.90% Reduce -6.0% 127,209 $59.7M
Winthrop Advisory Group LLC 7.15% Add +3.2% 126,712 $59.5M
CoreCap Advisors, LLC 2.61% Add +55.7% 126,530 $59.3M
Beacon Capital Management, LLC 7.97% Add +23.5% 125,906 $59.0M
Bokf, NA 1.04% Add +2.8% 125,277 $58.7M
Intellus Advisors LLC 10.07% Add +0.8% 122,893 $57.6M
Ameritas Advisory Services, LLC 2.30% Reduce -20.2% 115,036 $56.8M
Concurrent Investment Advisors, LLC 1.37% Reduce -9.8% 120,047 $56.3M
King Wealth Management Group 8.49% Reduce -0.6% 119,453 $56.0M
Embree Financial Group 9.37% Add +2.8% 119,242 $55.9M
Larson Financial Group LLC 2.63% Reduce -4.9% 117,909 $55.3M
Sowell Financial Services LLC 2.51% Add +1.9% 117,726 $55.2M
Allworth Financial LP 0.31% Reduce -5.3% 118,013 $55.2M
Intergy Private Wealth, LLC 20.96% Reduce -1.4% 117,536 $55.1M
American Financial Advisors, LLC 7.97% Reduce -2.4% 117,124 $54.9M
J.W. Cole Advisors, Inc. 1.70% Add +2.4% 116,667 $54.7M
Orion Porfolio Solutions, LLC 0.53% Add +3.5% 115,250 $54.0M
Orion Portfolio Solutions, LLC 0.53% Add +3.5% 115,250 $54.0M
Foundations Investment Advisors, LLC 0.99% Reduce -41.8% 114,245 $53.6M
Sagespring Wealth Partners, LLC 1.33% Add +1408.5% 112,203 $52.6M
AQR Capital Management 0.05% Add +27.5% 110,727 $51.9M
Mackenzie Financial Corp. 0.07% No change 108,575 $50.9M
Allen Investment Management, LLC 0.58% Reduce -3.6% 106,695 $50.0M
Amundi 0.02% Add +6.3% 110,903 $50.0M
OVERSEA-CHINESE BANKING Corp Ltd 1.46% Add +1.1% 106,418 $49.9M
Sequoia Financial Advisors, LLC 0.38% Add +5.8% 105,720 $49.6M
Fusion Family Wealth, LLC 4.48% Add +5.7% 103,934 $48.7M
GenTrust, LLC 2.33% Add +13.6% 103,480 $48.6M
CJM Wealth Advisers, Ltd. 17.11% Reduce -8.5% 103,327 $48.5M
Johnson Investment Counsel Inc. 0.46% Add +8.9% 102,703 $48.2M
EP Wealth Advisors, LLC 0.38% Reduce -0.2% 102,385 $48.0M
Ascent Wealth Partners, LLC 6.39% Add +7.4% 102,020 $47.6M
Kentucky Farm Bureau Mutual Insurance Co 11.02% No change 100,000 $46.9M
Bank of New York Mellon Corp 0.01% Add +7.7% 99,906 $46.8M
Kingsview Wealth Management, LLC 0.87% Add +0.7% 98,747 $46.3M
Potomac Fund Management Inc. 20.34% Add +10.7% 98,669 $46.3M
Waverly Advisors, LLC 0.56% Add +8.0% 98,173 $46.0M
Belpointe Asset Management LLC 2.39% Reduce -5.0% 97,955 $45.9M
Socha Financial Group, LLC 22.45% Add +3.1% 97,942 $45.9M
Venture Visionary Partners LLC 1.93% Add +2.1% 97,864 $45.9M
Candlestick Capital Management LP 1.80% New 97,753 $45.8M
Pacific Center for Financial Services 12.11% Reduce -3.0% 97,394 $45.7M
Essex Financial Services, Inc. 3.27% Add +0.3% 96,786 $45.4M
Nicholas Hoffman & Company, LLC. 1.72% Reduce -40.9% 96,779 $45.4M
Integrity Alliance, Llc. 1.79% Add +76.2% 96,202 $45.1M
RD Finance Ltd 35.78% — 95,150 $44.6M
Allianz Asset Management GmbH 0.07% Reduce -22.7% 94,576 $44.3M
Thrivent Financial for Lutherans 0.10% Reduce -55.3% 94,483 $44.3M
Maxi Investments CY Ltd 8.76% Add +10.0% 93,767 $44.0M
Serenus Wealth Advisors, LLC 7.28% Add +0.5% 102,140 $43.9M
Wedbush Securities Inc. 1.60% Add +6.5% 93,043 $43.6M
B & T Capital Management DBA Alpha Capital Management 8.28% Add +2.1% 92,899 $43.6M
Portfolio Strategies, Inc. 6.73% Add +0.7% 92,667 $43.5M
Bailard, Inc. 1.12% Reduce -63.7% 92,434 $43.3M
Evensky & Katz LLC 2.89% Reduce -6.6% 91,876 $43.1M
Moment Partners, LLC 8.45% Reduce -3.2% 90,957 $42.7M
GWN Securities Inc. 2.38% Add +381.1% 83,271 $42.3M
Fifth Third Securities, Inc. 3.56% Reduce -4.2% 89,967 $42.2M
Safeguard Investment Advisory Group, LLC 11.45% Add +0.5% 89,851 $42.1M
Wealthcare Advisory Partners LLC 1.13% Reduce -6.2% 89,504 $42.0M
Falcon Wealth Planning 4.61% Add +21.8% 88,430 $41.5M
AMG National Trust Bank 1.16% Reduce -1.1% 88,347 $41.4M
Apollon Wealth Management, LLC 0.91% Reduce -31.1% 88,262 $41.4M
Parcion Private Wealth LLC 3.37% Reduce -1.0% 88,192 $41.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.42% Reduce -15.0% 88,719 $41.3M
Affinity Wealth Management LLC 7.63% Add +21.4% 87,683 $41.1M
Virtus Wealth Solutions LLC 12.43% Reduce -24.9% 87,361 $41.0M
HB Wealth Management, LLC 0.34% Add +4.7% 87,005 $40.8M
Alliancebernstein L.P. 0.01% Reduce -5.2% 86,898 $40.7M
Modern Wealth Management, LLC 1.30% Add +7.2% 86,867 $40.7M
Humankind Investments LLC 10.54% No change 86,575 $40.6M
Bank Hapoalim BM 6.10% Reduce -2.8% 86,311 $40.5M
Impact Partnership Wealth, LLC 8.64% Add +24.9% 86,251 $40.4M
RFG Advisory, LLC 1.09% Reduce -6.7% 85,873 $40.3M
Smithfield Trust Co 2.01% Add +3.0% 85,810 $40.1M
IFG Advisory, LLC 2.21% Reduce -1.1% 84,877 $39.8M
RFG Holdings, Inc. 12.90% Add +3.5% 84,575 $39.7M
B. Riley Wealth Advisors, Inc. 1.21% New 84,582 $39.7M
Smith Chas P & Associates Pa Cpas 2.30% Reduce -0.9% 84,314 $39.5M
Betterment LLC 0.09% Add +17.5% 83,943 $39.4M
Valence8 US LP 18.44% Add +0.1% 83,900 $39.3M
Jacobi Capital Management LLC 2.89% Add +1.1% 83,454 $39.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9.75% Add +8.7% 83,318 $39.1M
Baker Avenue Asset Management, LP 1.22% Reduce -35.8% 83,297 $39.1M
Scotia Capital Inc. 0.21% Reduce -2.4% 83,045 $38.9M
Arax Advisory Partners 2.48% Add +9.3% 82,374 $38.6M
PFG Advisors 2.14% Add +0.9% 81,777 $38.3M
NTV Asset Management LLC 5.09% Reduce -0.9% 81,497 $38.2M
SteelPeak Wealth, LLC 1.62% Add +3.3% 81,242 $38.2M
Cantor Fitzgerald Investment Advisors L.P. 2.76% Add +1.9% 80,909 $37.9M
Trifecta Capital Advisors, LLC 7.94% Reduce -0.4% 80,800 $37.9M
One Capital Management, LLC 1.28% Reduce -4.6% 80,603 $37.8M
Tanglewood Wealth Management, Inc. 4.23% Reduce -13.8% 80,240 $37.6M
Segment Wealth Management, LLC 2.53% Reduce -1.2% 79,669 $37.4M
AE Wealth Management LLC 0.31% Add +17.6% 79,658 $37.4M
Pathstone Holdings, LLC 0.16% Add +328.3% 80,897 $37.2M
CW Advisors, LLC 0.44% Add +8.7% 78,346 $36.8M
Fortune 45 LLC 23.98% Add +6.6% 78,073 $36.6M
Aragon Global Management, LP 14.06% No change 77,995 $36.6M
Mine & Arao Wealth Creation & Management, LLC. 17.72% Reduce -1.7% 77,470 $36.3M
Round Rock Advisors LLC 6.72% Add +12.2% 77,312 $36.3M
Golden Reserve Retirement LLC 14.33% — 76,866 $36.0M
Client First Capital LLC 18.34% Add +0.5% 76,330 $35.8M
Madrona Financial Services, LLC 9.71% Reduce -0.6% 75,302 $35.3M
Presidio Capital Management, LLC 14.70% Add +37.0% 75,139 $35.2M
Banco Santander, S.A. 0.39% Add +100.2% 75,125 $35.2M
CreativeOne Wealth, LLC 1.04% Add +15.3% 74,323 $34.9M
Bleakley Financial Group, LLC 1.11% Reduce -4.2% 74,027 $34.7M
Pacific Capital Wealth Advisors, Inc. 5.98% Add +3.7% 73,802 $34.6M
U.S. Capital Wealth Advisors, LLC 1.06% Reduce -5.9% 73,762 $34.6M
Financiere des Professionnels - Fonds d'investissement inc. 2.24% No change 73,750 $34.6M
Capital Management Associates, Inc 7.75% Add +96.1% 72,966 $34.2M
Caprock Group, LLC 1.04% Add +7.7% 72,360 $34.0M
Klingenstein Fields & Co. LP 1.44% Reduce -0.9% 72,372 $33.9M
Kozak & Associates, Inc. 8.41% Add +1.0% 73,724 $33.7M
IFG Advisors, LLC 6.48% Reduce -3.0% 71,727 $33.6M
Lodestar Private Asset Management LLC 4.23% Reduce -0.5% 71,686 $33.6M
Capital Fund Management S.A. 0.43% New 71,140 $33.4M
FORM Wealth Advisors, LLC 4.52% — 71,019 $33.3M
Amplius Wealth Advisors, LLC 3.44% Add +2.5% 70,518 $33.1M
Savoie Capital LLC 3.94% No change 64,614 $33.0M
Summit Financial, LLC 0.92% Add +85.5% 69,746 $32.7M
D. E. Shaw & Co. 0.04% New 69,300 $32.5M
GPS Wealth Strategies Group, LLC 4.36% Reduce -13.5% 68,891 $32.3M
Altus Wealth Management, LLC 14.98% Reduce -1.6% 68,248 $32.0M
Dakota Wealth Management 0.75% Add +8.6% 68,144 $32.0M
&partners 0.34% Add +8.3% 68,283 $31.8M
Money Concepts Capital Corp. 2.38% Add +3.3% 67,740 $31.8M
Aptus Capital Advisors, LLC 0.36% Add +2.9% 67,696 $31.7M
Gratus Wealth Advisors, LLC 5.21% Reduce -0.5% 67,688 $31.7M
Bawa N Mallick Trust 15.02% No change 67,670 $31.7M
Oxler Private Wealth LLC 11.09% Add +1.1% 67,281 $31.5M
Harel Insurance Investments & Financial Services Ltd. 0.41% Reduce -1.1% 66,841 $31.4M
Jaffetilchin Investment Partners, LLC 2.27% Add +2.6% 66,737 $31.3M
Castleark Management LLC 1.08% New 66,630 $31.2M
Aft, Forsyth & Sober, LLC 10.89% Add +0.6% 66,625 $31.2M
Bessemer Group Inc. 0.06% Add +16.2% 66,321 $31.1M
TD Waterhouse Canada Inc. 0.25% Reduce -5.9% 65,321 $30.8M
USAdvisors Wealth Management, LLC 10.72% Add +0.7% 65,540 $30.7M
Geneos Wealth Management Inc. 1.02% Add +8.0% 65,160 $30.6M
PSI Advisors, LLC 9.93% Add +2.5% 65,089 $30.5M
Bank Pictet & Cie (Europe) AG 0.72% Reduce -2.7% 65,012 $30.4M
Kennicott Capital Management LLC 19.62% Reduce -8.8% 64,146 $30.1M
Point72 Europe (London) LLP 2.07% Reduce -44.7% 64,100 $30.1M
Greenwood Gearhart LLC 2.06% Add +10.2% 63,427 $29.7M
Transamerica Financial Advisors, LLC 2.99% Add +2.8% 62,451 $29.3M
Whittier Trust Co. of Nevada Inc. 0.74% Add +1.5% 62,451 $29.3M
ING Groep NV 0.20% No change 62,369 $29.2M
Great Valley Advisor Group, Inc. 0.63% Add +2.5% 62,112 $29.1M
Wilmington Savings Fund Society, FSB 0.54% Reduce -43.3% 62,004 $29.1M
Cassaday & Co Wealth Management LLC 0.82% Add +74.0% 61,890 $29.0M
International Assets Investment Management, LLC 2.54% Reduce -6.2% 61,815 $29.0M
Regal Investment Advisors LLC 2.34% Reduce -4.9% 61,595 $28.9M
Arkadios Wealth Advisors 1.09% Add +25.3% 61,448 $28.8M
Integrated Advisors Network LLC 1.45% Reduce -5.0% 61,329 $28.8M
Wilmar Advisors LLC 29.61% No change 61,000 $28.6M
Carnegie Mellon University 22.15% Add +0.2% 60,947 $28.6M
World Investment Advisors 0.74% Reduce -6.8% 60,879 $28.5M
Briaud Financial Planning Inc 11.33% Reduce -0.2% 60,814 $28.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.35% Add +2.8% 60,808 $28.5M
Halter Ferguson Financial Inc. 15.56% Reduce -21.7% 60,793 $28.5M
PGIM Custom Harvest LLC 0.68% Reduce -5.3% 60,793 $28.5M
Regions Financial Corp. 0.21% Add +1.7% 60,548 $28.4M
Goldstone Financial Group, LLC 4.27% Add +5.8% 60,211 $28.2M
Fortis Capital Advisors, LLC 5.73% Reduce -2.1% 60,179 $28.2M
FF Advisors,LLC 16.09% Add +140.2% 58,053 $28.1M
Ritholtz Wealth Management 0.84% Reduce -85.8% 59,605 $27.9M
Connecticut Wealth Management, LLC 1.46% Add +0.4% 59,581 $27.9M
KPP Advisory Services LLC 5.28% Add +39.4% 59,212 $27.8M
Texas Yale Capital Corp. 1.14% Add +1.6% 59,011 $27.7M
Pinnacle Wealth Management Advisory Group, LLC 2.57% Add +18.1% 58,747 $27.5M
Harvest Investment Advisors, LLC 19.87% Add +0.0% 58,678 $27.5M
Northern Capital Management, Inc. 17.94% Reduce -0.9% 58,667 $27.5M
Townsquare Capital LLC 0.29% Add +53.0% 58,616 $27.5M
NorthCoast Asset Management LLC 0.14% Reduce -11.2% 58,384 $27.4M
HBW Advisory Services LLC 3.87% Add +6.8% 58,044 $27.2M
Cavalier Investments, LLC 9.23% Reduce -59.4% 57,946 $27.2M
Connective Capital Management, LLC 24.99% New 57,868 $27.1M
Chokshi & Queen Wealth Advisors, Inc 17.95% Reduce -0.7% 57,786 $27.1M
Thoroughbred Financial Services, LLC 1.69% Add +1.4% 57,637 $27.0M
Snowden Capital Advisors LLC 0.87% Add +12.2% 57,489 $27.0M
J. Goldman & Co LP 0.96% Reduce -38.3% 57,481 $27.0M
DHJJ Financial Advisors, Ltd. 10.79% Reduce -1.4% 57,171 $26.8M
Mutual Advisors, LLC 0.77% Reduce -39.2% 56,603 $26.7M
NRI Wealth Management LC 19.74% Add +1.3% 56,927 $26.7M
Farther Finance Advisors, LLC 0.68% Add +51.0% 56,247 $26.6M
Wealthspire Retirement, LLC 2.10% Reduce -0.9% 56,365 $26.4M
Commonwealth Financial Services, LLC 5.38% Add +4.1% 56,005 $26.3M
New Perspectives, Inc 13.97% Reduce -6.3% 55,830 $26.2M
Tidal Investments LLC 0.22% Add +47.6% 55,809 $26.2M
Certified Advisory Corp 2.96% Add +3.0% 55,708 $26.1M
Roundview Capital LLC 1.88% Add +1.1% 55,514 $26.0M
Circle Wealth Management, LLC 0.60% Add +5.5% 55,098 $25.8M
Royal Fund Management, LLC 3.07% Add +6.5% 54,779 $25.8M
Quantinno Capital Management LP 0.17% Add +26.4% 54,529 $25.6M
Eagle Capital Management, LLC 11.29% Reduce -10.4% 54,399 $25.5M
Atlas Private Wealth Advisors 3.55% Add +126.4% 54,291 $25.5M
Oppenheimer Asset Management Inc. 0.32% Reduce -4.0% 54,276 $25.5M
TCP Asset Management, LLC 5.64% Add +0.3% 53,804 $25.2M
Clarity Wealth Advisors, LLC 6.95% Add +1.7% 53,457 $25.1M
Strategic Advocates LLC 8.71% Add +6.5% 53,451 $25.1M
Nan Shan Life Insurance Co., Ltd. 0.59% Add +286.6% 53,353 $25.0M
Fairfield Financial Advisors, LTD 9.44% Reduce -1.5% 53,244 $25.0M
Copperwynd Financial, LLC 6.88% Reduce -2.3% 53,228 $25.0M
Penserra Capital Management LLC 0.44% New 53,180 $24.9M
Choreo, LLC 0.39% Reduce -10.4% 53,162 $24.9M
Harfst & Associates, Inc. 5.76% Add +0.5% 53,160 $24.9M
Kiley Juergens Wealth Management, LLC 6.60% Reduce -1.3% 52,759 $24.7M
Total Investment Management Inc. 3.23% Add +2025.5% 52,755 $24.7M
Tucker Asset Management LLC 7.91% Reduce -24.2% 52,058 $24.4M
D. Scott Neal, Inc. 13.47% Reduce -4.8% 51,793 $24.3M
Centaurus Financial, Inc. 1.47% Reduce -10.5% 51,743 $24.3M
Investment Advisory Services Inc. /TX 8.75% Reduce -1.3% 51,609 $24.2M
Christopher J. Hasenberg, Inc 10.04% Add +29.3% 51,183 $24.2M
Mount Lucas Management LP 11.32% New 51,317 $24.1M
Resolute Advisors LLC 6.94% Add +0.8% 51,221 $24.1M
Valeo Financial Advisors, LLC 0.67% Add +32.6% 51,273 $24.0M
Benjamin Edwards Inc. 0.34% Add +2.2% 51,173 $24.0M
Pilgrim Partners Asia Pte Ltd 22.70% Add +34.8% 51,050 $23.9M
Pps&v Asset Management Consultants, Inc. 17.33% Reduce -0.5% 50,916 $23.9M
Brown Advisory Inc. 0.03% Reduce -2.8% 50,884 $23.9M
Arkansas Financial Group, Inc. 4.10% Add +5.0% 53,200 $23.7M
Advisor Resource Council 1.91% Add +6306.6% 54,328 $23.7M
Kwmg, LLC 2.39% Add +0.4% 50,089 $23.5M
Envestnet Portfolio Solutions, Inc. 0.09% Add +0.6% 50,004 $23.4M
111 Capital 4.52% Add +16.3% 49,945 $23.4M
MBE Wealth Management, LLC 11.16% Reduce -10.3% 49,737 $23.3M
Onyx Bridge Wealth Group LLC 3.34% Reduce -0.2% 49,678 $23.3M
Conservest Capital Advisors, Inc. 2.42% Reduce -0.2% 49,128 $23.0M
AtlasMark Financial, Inc 21.31% Add +0.4% 49,000 $23.0M
Balanced Wealth Group LLC 11.05% Reduce -2.0% 48,775 $22.9M
Scott Capital Advisors, LLC 6.76% Reduce -4.1% 48,307 $22.7M
Neuberger Berman Group LLC 0.02% Reduce -13.9% 48,273 $22.6M
Davies Financial Advisors, Inc. 19.26% Reduce -0.6% 48,188 $22.6M
Commerce Bank 0.14% Add +7.3% 48,127 $22.6M
SCS Capital Management LLC 0.29% New 48,005 $22.5M
Optiver Holding B.V. 0.87% Reduce -97.2% 48,000 $22.5M
AJ Advisors, LLC 11.46% Add +3.7% 47,733 $22.4M
Principal Securities, Inc. 0.50% Add +0.1% 43,663 $22.3M
Redwood Investment Management, LLC 2.41% Add +580.2% 47,458 $22.3M
Peak Planning Group, LLC 9.32% Add +5.5% 47,210 $22.2M
Archer Investment Corp 5.75% Add +2.8% 47,254 $22.2M
Jmac Enterprises LLC 5.25% Reduce -38.0% 47,177 $22.1M
Kingswood Wealth Advisors, LLC 2.02% Reduce -17.9% 47,047 $22.1M
United Capital Financial Advisors, LLC 0.19% Add +0.3% 46,963 $22.0M
Pine Valley Investments Ltd Liability Co 1.41% Add +12.1% 46,878 $22.0M
Parallel Advisors, LLC 0.50% Add +1.8% 46,926 $22.0M
Sachetta, LLC 8.99% Reduce -0.4% 46,773 $21.9M
Burns J W & Co. Inc. 2.82% Reduce -0.4% 46,361 $21.7M
Principal Financial Group Inc. 0.01% Add +62.6% 46,119 $21.6M
PKS Advisory Services, LLC 5.89% Add +2.4% 45,867 $21.5M
Financial Life Planners 20.85% Reduce -1.1% 45,680 $21.4M
Nations Financial Group Inc, /Ia/ 1.63% Reduce -1.7% 45,602 $21.4M
CIBC Asset Management Inc 0.07% Reduce -46.2% 44,919 $21.1M
Silverleafe Capital Partners, LLC 7.23% Reduce -0.9% 44,897 $21.1M
Clear Creek Financial Management, LLC 2.18% Add +24.6% 44,870 $21.0M
Lowe Wealth Advisors, LLC 8.89% Reduce -4.2% 44,600 $20.9M
Synovus Financial Corp. 0.27% Add +2.8% 44,481 $20.9M
Lauer Wealth, LLC 16.01% Add +21.4% 43,563 $20.7M
D'Orazio & Associates, Inc. 3.15% Reduce -5.0% 44,130 $20.7M
Bridgewater Advisors Inc. 1.79% Reduce -25.8% 43,395 $20.6M
Bison Wealth, LLC 1.93% Add +83.1% 43,827 $20.6M
Greenberg Financial Group 8.58% — 35,663 $20.6M
Blue Zone Wealth Advisors, LLC 5.70% Add +5.9% 43,727 $20.5M
Ellis Investment Partners, LLC 4.21% Reduce -1.2% 43,453 $20.4M
KCM Investment Advisors LLC 0.74% Add +0.8% 43,373 $20.3M
Darrow Company, Inc. 11.33% Add +10.3% 43,328 $20.3M
Eagle Global Advisors LLC 0.83% Reduce -1.0% 43,101 $20.2M
KilterHowling LLC 13.07% Add +2.6% 41,391 $20.2M
TruWealth Advisors, LLC 1.22% Reduce -0.6% 42,927 $20.1M
Flputnam Investment Management Co. 0.38% Add +5.4% 42,877 $20.1M
Vontobel Holding Ltd. 0.07% Reduce -23.6% 42,588 $20.0M
Crescent Grove Advisors, LLC 2.08% Reduce -0.0% 42,446 $19.9M
OneDigital Investment Advisors LLC 0.24% Reduce -9.5% 42,505 $19.9M
Sanchez Wealth Management Group 5.41% Add +2.3% 42,457 $19.9M
Prudent Investors Network, Inc. 5.65% Reduce -29.8% 42,290 $19.8M
Washburn Capital Management, Inc. 12.99% Reduce -3.0% 42,126 $19.8M
WealthCare Investment Partners, LLC 8.37% Add +6.5% 45,598 $19.7M
Hudock, Inc. 3.45% Reduce -0.4% 42,107 $19.7M
Anchor Investment Management, LLC 1.83% Add +1.7% 41,755 $19.6M
Strive Asset Management, LLC 13.60% Add +29.4% 41,732 $19.6M
Cedar Mountain Advisors, LLC 4.38% Reduce -0.3% 41,680 $19.5M
First Heartland Consultants, Inc. 2.01% Reduce -34.3% 41,613 $19.5M
Parisi Gray Wealth Management 6.37% Reduce -6.8% 41,603 $19.5M
Antonelli Financial Advisors, LLC 15.70% Add +38.0% 41,568 $19.5M
Beacon Financial Planning, Inc. 11.19% Reduce -0.1% 41,513 $19.5M
Davidson Capital Management Inc. 5.26% Reduce -16.5% 41,348 $19.4M
FineMark National Bank & Trust 0.70% Add +8.2% 41,136 $19.3M
Cerro Pacific Wealth Advisors LLC 6.25% Add +5.7% 37,624 $19.2M
EMC Capital Management 11.56% Reduce -0.4% 40,766 $19.2M
Seaview Investment Managers LLC 4.66% Add +36.5% 40,894 $19.2M
Kaye Capital Management 7.81% Add +4.7% 40,782 $19.1M
Rye Brook Capital LLC 23.97% Add +98.4% 40,780 $19.1M
Running Point Capital Advisors, LLC 6.06% Reduce -1.4% 40,693 $19.1M
Asset Management Group, Inc. 3.52% Reduce -0.1% 40,665 $19.1M
Nwam LLC 1.64% Reduce -40.3% 40,557 $19.0M
Private Wealth Partners, LLC 1.58% Add +6.0% 40,507 $19.0M
Greenwich Wealth Management LLC 1.44% Add +10.0% 40,463 $19.0M
Calton & Associates, Inc. 4.31% Add +61.2% 40,278 $18.9M
Kovack Advisors, Inc. 2.00% Reduce -3.2% 40,180 $18.8M
Capstone Investment Advisors, LLC 0.22% Reduce -17.7% 40,144 $18.8M
Axxcess Wealth Management, LLC 0.51% Reduce -30.9% 43,104 $18.8M
Park Avenue Securities LLC 0.23% Add +37.5% 39,919 $18.7M
Certuity, LLC 1.96% Add +6.2% 39,780 $18.7M
CRA Financial Services, LLC 3.19% Add +2.8% 39,751 $18.6M
Platt Investment Counsel, LLC 18.37% Add +1.8% 39,699 $18.6M
Penobscot Investment Management Company, Inc. 1.75% Reduce -1.8% 39,694 $18.6M
Capula Management Ltd 0.14% Add +436.1% 39,676 $18.6M
Invst, LLC 2.53% Reduce -12.6% 39,553 $18.5M
Capital Advisors Wealth Management, LLC 3.28% Reduce -3.6% 39,541 $18.5M
Deutsche Bank AG 0.01% Add +0.6% 39,514 $18.5M
Brighton Jones LLC 0.59% Add +3.0% 39,492 $18.5M
Retirement Planning Group, LLC 0.87% Add +2.3% 39,374 $18.5M
Ameritas Investment Partners, Inc. 0.63% Reduce -7.4% 39,279 $18.4M
Flagship Wealth Advisors, LLC 7.73% Add +16.2% 39,158 $18.4M
SOL Capital Management CO 2.02% Add +5.0% 39,105 $18.3M
Evolution Wealth Advisors, LLC 3.05% Add +9.8% 39,017 $18.3M
Freestone Capital Holdings, LLC 0.68% Reduce -6.3% 38,812 $18.2M
Cantor Fitzgerald, L. P. 0.68% Add +998.5% 38,735 $18.2M
Coyle Financial Counsel LLC 5.53% Add +9.7% 38,644 $18.1M
PFG Investments, LLC 1.16% Add +6.6% 38,552 $18.1M
Warwick Investment Management, Inc. 3.76% Add +1.0% 38,552 $18.1M
Quattro Financial Advisors LLC 6.18% Reduce -4.0% 38,468 $18.0M
LifeSteps Financial, Inc. 14.60% Add +1.0% 38,382 $18.0M
Chicago Partners Investment Group LLC 0.60% Add +9.4% 37,211 $18.0M
Summit Wealth Partners, LLC 3.64% Add +2.8% 38,302 $18.0M
Truvestments Capital LLC 3.90% Add +6.3% 38,297 $18.0M
Spinnaker Trust 1.17% Reduce -18.1% 38,245 $17.9M
Soltis Investment Advisors LLC 1.59% Add +65.6% 37,976 $17.8M
Schnieders Capital Management LLC 3.82% Reduce 0.0% 37,900 $17.8M
Stonegate Investment Group, LLC 0.47% Add +1.6% 37,747 $17.7M
First Horizon Advisors, Inc. 0.50% Add +10.1% 37,738 $17.7M
Westwood Holdings Group Inc. 0.13% Reduce -1.6% 37,609 $17.6M
SAM Advisors, LLC 6.58% Reduce -1.7% 37,471 $17.6M
Lake Street Private Wealth, LLC 2.87% Add +0.6% 37,408 $17.5M
Robertson Stephens Wealth Management, LLC 0.66% Reduce -1.4% 37,340 $17.5M
Magnolia Capital Management Ltd. 15.04% Reduce -4.3% 37,388 $17.5M
Obermeyer Wealth Partners 0.93% Add +3.6% 37,362 $17.5M
Clear Street LLC 0.35% New 37,145 $17.4M
Dumont & Blake Investment Advisors LLC 4.87% Reduce -0.9% 37,028 $17.4M
Townsend Asset Management Corp. /NC/ 6.66% Reduce -3.7% 36,849 $17.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -81.0% 36,749 $17.2M
Spire Wealth Management 0.55% Add +10.4% 36,742 $17.2M
Kropog Financial Group, LLC 16.37% Add +0.8% 36,732 $17.2M
Transcend Capital Advisors, LLC 1.24% Add +3.9% 36,724 $17.2M
Trinity Wealth Management, LLC 7.86% Reduce -0.7% 36,723 $17.2M
Red Wave Investments LLC 6.17% Reduce -3.1% 36,671 $17.2M
Stratos Wealth Advisors, LLC 0.94% Add +5.8% 36,649 $17.2M
Vivid Wealth Management, LLC 8.60% Reduce -2.1% 36,639 $17.2M
Insigneo Advisory Services, LLC 1.77% Add +15.5% 36,485 $17.1M
Wealth Management Partners, LLC 7.92% Add +0.9% 36,483 $17.1M
Savant Capital, LLC 0.14% Reduce -5.4% 36,386 $17.1M
Cornerstone Wealth Management, LLC 1.14% Reduce -0.3% 35,961 $16.9M
Ashton Thomas Private Wealth, LLC 0.64% Reduce -0.9% 35,700 $16.8M
BostonPremier Wealth LLC 10.41% Add +11.9% 35,754 $16.8M
Foster Group, Inc. 0.63% Reduce -0.2% 35,734 $16.8M
Prostatis Group LLC 5.28% Reduce -47.2% 35,721 $16.8M
Sovereign Financial Group, Inc. 3.83% Add +0.8% 35,491 $16.6M
Gladstone Institutional Advisory LLC 0.77% Reduce -10.5% 35,255 $16.5M
Arete Wealth Advisors, LLC 1.26% Reduce -49.4% 35,159 $16.5M
Gouws Capital LLC 10.77% Add +4.8% 35,098 $16.5M
Garde Capital, Inc. 0.94% Reduce -10.3% 35,086 $16.5M
Family Capital Management, Inc. 10.13% Add +1.3% 35,003 $16.4M
Migdal Insurance & Financial Holdings Ltd. 0.23% Reduce -1.4% 34,867 $16.4M
Droms Strauss Advisors Inc. /Mo/ 5.60% Reduce -1.8% 34,773 $16.3M
FWG Holdings, LLC 7.96% Reduce -3.0% 34,000 $16.2M
Verition Fund Management LLC 0.10% Reduce -31.2% 34,362 $16.1M
Moneta Group Investment Advisors LLC 0.22% Add +2.8% 34,348 $16.1M
Ausdal Financial Partners, Inc. 1.21% Add +17.5% 34,332 $16.1M
Activest Wealth Management 4.31% Reduce -4.2% 34,304 $16.1M
StoneX Group Inc. 0.88% Add +22.6% 34,195 $16.1M
Keybank National Association 0.06% Reduce -0.6% 34,162 $16.0M
Fermata Advisors, LLC 2.88% Reduce -8.5% 33,923 $15.9M
Asset Allocation Strategies LLC 3.96% Reduce -10.6% 33,896 $15.9M
Buska Wealth Management, LLC 4.98% Add +8.3% 33,887 $15.9M
First United Bank & Trust 5.93% Reduce -7.5% 33,832 $15.9M
Sheaff Brock Investment Advisors, LLC 1.45% Add +4.0% 33,804 $15.9M
Tradition Wealth Management, LLC 1.39% Add +1.9% 33,783 $15.8M
Granite Harbor Advisors, Inc. 8.41% Add +4.0% 33,780 $15.8M
LM Advisors LLC 2.87% Add +10.7% 33,748 $15.8M
Bar Harbor Wealth Management 1.05% Add +0.0% 33,710 $15.8M
Fox Financial, Inc 14.68% Add +1.0% 33,248 $15.6M
American Investment Services, Inc. 2.74% Reduce -0.1% 33,214 $15.6M
Westside Investment Management, Inc. 3.31% Add +9.3% 33,101 $15.5M
Rareview Capital LLC 9.81% Add +113.4% 33,028 $15.5M
Evergreen Capital Management LLC 0.52% Reduce -1.8% 32,917 $15.5M
Mission Wealth Management, LP 0.39% Reduce -5.2% 32,857 $15.4M
Maridea Wealth Management LLC 5.02% Reduce -14.1% 32,795 $15.4M
Golden State Wealth Management, LLC 2.28% Add +7.3% 32,742 $15.4M
Foster Victor Wealth Advisors, LLC 1.23% Reduce -14.9% 33,777 $15.3M
Pine Harbor Wealth Management, LLC 6.14% Add +2.0% 32,722 $15.3M
Syntegra Private Wealth Group, LLC 1.79% Reduce -1.4% 32,614 $15.3M
Consilio Wealth Advisors, LLC 6.38% Reduce -5.0% 32,560 $15.3M
Silver Oak Securities, Incorporated 1.42% Reduce -1.8% 32,251 $15.1M
Planned Solutions, Inc. 6.18% Reduce -0.7% 32,147 $15.1M
jvl associates llc 6.06% Reduce -5.5% 32,029 $15.0M
Avondale Wealth Management 9.38% Add +4.9% 31,780 $14.9M
Vicus Capital 1.38% Reduce -11.5% 31,611 $14.8M
Blue Sky Capital Consultants Group, Inc. 9.64% Add +3.1% 31,460 $14.8M
Edgestream Partners, L.P. 0.50% Reduce -15.5% 31,420 $14.7M
Luken Investment Analytics, LLC 6.89% Reduce -1.8% 31,397 $14.7M
ETF Portfolio Partners, Inc. 4.43% Add +42.1% 31,385 $14.7M
Richmond Investment Services, LLC 7.98% Add +7.4% 31,323 $14.7M
Capital Advisors, Ltd. LLC 1.93% Add +4.0% 31,314 $14.7M
Ballentine Partners, LLC 0.25% Reduce -20.2% 31,260 $14.7M
Compound Planning, Inc. 0.67% Add +26.1% 31,224 $14.6M
Dimension Capital Management LLC 2.60% Reduce -3.1% 31,201 $14.6M
Founders Financial Securities LLC 1.24% Add +0.2% 30,963 $14.6M
Continuum Advisory, LLC 1.88% Add +2.6% 31,177 $14.6M
Lee Financial Co 2.23% Reduce -1.3% 31,123 $14.6M
Natixis Advisors, LLC 0.03% Add +3.9% 31,115 $14.6M
Moloney Securities Asset Management, LLC 1.98% Add +0.9% 31,057 $14.6M
Moore Capital Management, LP 0.57% New 31,036 $14.6M
Global Wealth Management Investment Advisory, Inc. 2.89% Add +2.6% 30,806 $14.4M
Koshinski Asset Management, Inc. 1.22% Add +5.2% 30,704 $14.4M
Albion Financial Group 1.01% Add +50.3% 30,526 $14.3M
Fairway Wealth LLC 5.28% Add +71.7% 30,467 $14.3M
Gerber Kawasaki Wealth & Investment Management 0.64% Add +7.0% 30,411 $14.3M
Founders Capital Management 9.21% Reduce -2.4% 30,361 $14.2M
Sound View Wealth Advisors Group, LLC 1.17% Reduce -1.8% 30,353 $14.2M
SeaCrest Wealth Management, LLC 1.60% Add +4.4% 30,215 $14.2M
Mesirow Financial Investment Management, Inc. 0.27% Add +5.2% 30,166 $14.1M
Banque Cantonale Vaudoise 0.62% — 30,167 $14.1M
Intrust Bank NA 1.40% No change 30,111 $14.1M
Carbahal Olsen Financial Services Group, LLC 13.37% Reduce -1.1% 30,045 $14.1M
National Philanthropic Trust 0.23% No change 30,025 $14.1M
Creekmur Asset Management LLC 2.95% Reduce -29.9% 29,972 $14.1M
Whittier Trust Co. 0.20% Reduce -4.1% 29,951 $14.0M
Systelligence, LLC 3.35% Add +1.6% 29,766 $14.0M
Dale Q Rice Investment Management Ltd 7.21% Reduce -1.7% 29,749 $13.9M
Caliber Wealth Management, LLC / KS 1.90% — 29,725 $13.9M
Peterson Wealth Management 9.38% Add +1.0% 29,719 $13.9M
Raelipskie Partnership 7.15% Reduce -0.2% 29,684 $13.9M
Marex Group Ltd 0.27% Add +382.7% 29,570 $13.9M
JB Capital LLC 0.76% Add +5.0% 29,376 $13.8M
Eldridge Investment Advisors, Inc. 3.17% Reduce -2.0% 29,374 $13.8M
Simmons Bank 1.04% Reduce -1.3% 29,373 $13.8M
Silvercrest Asset Management Group LLC 0.10% Reduce -0.3% 29,272 $13.7M
Focus Partners Advisor Solutions, LLC 0.21% Add +10.5% 29,211 $13.7M
Spectrum Wealth Advisory Group, LLC 6.53% Reduce -2.4% 29,020 $13.6M
DT Investment Partners, LLC 1.31% Reduce -2.5% 28,984 $13.6M
Pacific Financial Group Inc. 10.95% Reduce -4.0% 28,937 $13.6M
Tiaa Trust, National Association 0.04% Reduce -2.8% 28,864 $13.5M
Bensler, LLC 1.69% Add +6.6% 28,799 $13.5M
Financial Advocates Investment Management 0.95% Reduce -19.2% 28,797 $13.5M
Fischer Financial Services, Inc. 4.35% Add +2.4% 28,782 $13.5M
JT Stratford LLC 2.40% Reduce -5.2% 28,736 $13.5M
Adaptive Financial Consulting, LLC 5.76% Reduce -3.6% 28,697 $13.5M
O'shaughnessy Asset Management, LLC 0.11% Add +17.9% 28,643 $13.4M
E&G Advisors, LLC 3.77% Add +1.0% 28,514 $13.4M
Vantage Financial Partners, LLC 3.32% Add +36.2% 28,484 $13.4M
Empowered Funds, LLC 0.19% Add +484.4% 28,437 $13.3M
David J Yvars Group 10.48% Add +6.1% 28,395 $13.3M
Signature Estate & Investment Advisors LLC 0.35% Add +2.6% 28,368 $13.3M
Lindbrook Capital, LLC 1.23% Add +0.3% 28,365 $13.3M
Marshall Financial Group, LLC 2.90% Add +155.0% 28,278 $13.3M
Destiny Capital Corp 9.03% Add +70.7% 28,234 $13.2M
Main Street Financial Solutions, LLC 1.15% Add +35.3% 28,233 $13.2M
Flagstar Securities, Inc. 3.38% Add +3.8% 28,163 $13.2M
MGB Wealth Management, LLC 4.78% Add +0.7% 28,194 $13.2M
Outlook Wealth Advisors, LLC 3.67% Add +7.5% 28,167 $13.2M
Equitable Trust Co. 0.73% Add +0.2% 28,155 $13.2M
Chaney Capital Management, Inc. 5.87% Add +0.6% 28,080 $13.2M
AlTi Global, Inc. 0.35% Add +5.8% 28,038 $13.2M
Proathlete Wealth Management LLC 4.79% Add +6.4% 28,020 $13.2M
Acorn Financial Advisory Services Inc. 2.38% Reduce -4.1% 28,036 $13.1M
Mechanics Bank Trust Department 1.79% Reduce -5.5% 28,017 $13.1M
Erickson Financial Group, LLC 9.79% Reduce -0.7% 27,965 $13.1M
LJI Wealth Management, LLC 2.60% Add +2.8% 27,868 $13.1M
LPF Advisors LLC 10.69% Add +5.2% 27,849 $13.1M
Mattern Wealth Management LLC 2.89% Reduce -6.9% 27,822 $13.0M
Yeomans Consulting Group, Inc. 5.00% Reduce -21.3% 27,610 $12.9M
Pinnacle Financial Partners Inc 0.26% Add +16.7% 27,306 $12.9M
Sunbelt Securities, Inc. 1.15% Add +7.9% 27,568 $12.9M
Assetmark, Inc. 0.04% Reduce -3.0% 27,535 $12.9M
Financial Guidance Group, Inc. 6.96% Add +1.8% 27,492 $12.9M
Rathbones Group PLC 0.06% Reduce -6.9% 27,401 $12.8M
Coastline Trust Co 1.59% Reduce -3.0% 27,256 $12.8M
Lighthouse Wealth Management Inc. 11.65% Add +0.9% 27,095 $12.7M
360 Financial, Inc. 4.56% New 26,892 $12.6M
Capital Advisory Group Advisory Services, LLC 4.78% Reduce -13.4% 26,696 $12.5M
Bernardo Wealth Planning LLC 2.99% Add +0.3% 26,688 $12.5M
Global Assets Advisory, LLC 2.35% Add +208.0% 27,642 $12.5M
Louisiana State Employees Retirement System 0.25% Add +6.8% 26,600 $12.5M
CV Advisors LLC 4.36% Reduce -0.3% 26,491 $12.4M
Financial Freedom, LLC 7.09% Reduce -1.2% 26,338 $12.4M
Holderness Investments Co. 2.87% Add +0.2% 26,241 $12.3M
Turim 21 Investimentos Ltda. 3.30% Add +2.2% 26,191 $12.3M
Grandview Asset Management LLC 4.66% Add +9.0% 26,171 $12.3M
Iams Wealth Management, LLC 5.61% Add +3.7% 26,108 $12.2M
Moors & Cabot, Inc. 0.62% Add +9.8% 26,034 $12.2M
Legend Financial Advisors, Inc. 8.97% Add +0.3% 26,033 $12.2M
Seros Financial, LLC 9.11% Reduce -8.8% 25,985 $12.2M
Joel Isaacson & Co., LLC 0.55% Add +1.0% 25,841 $12.1M
WNY Asset Management, LLC 1.44% Reduce -20.0% 25,841 $12.1M
Garner Asset Management Corp 5.33% Add +3.4% 25,785 $12.1M
Smith Shellnut Wilson LLC 5.52% Reduce -0.6% 25,698 $12.1M
Corsair Capital Management, L.P. 3.10% Add +4.0% 25,685 $12.0M
Traction Financial Partners, LLC 9.39% Reduce -12.1% 25,644 $12.0M
Crestwood Advisors Group, LLC 0.23% Add +9.6% 25,636 $12.0M
Institute for Wealth Management, LLC. 1.54% Add +25.0% 25,630 $12.0M
Benin Management CORP 3.42% Reduce -0.8% 25,603 $12.0M
Mgo One Seven LLC 0.47% Reduce -3.0% 25,568 $12.0M
Finley Financial, LLC 6.68% Reduce -2.0% 25,211 $12.0M
Claro Advisors Inc. 1.60% Add +2.4% 25,481 $11.9M
Smith, Moore & Co. 1.11% Reduce -0.7% 25,452 $11.9M
Financial Engines Advisors L.L.C. 0.03% Reduce -1.4% 25,388 $11.9M
Vista Cima Wealth Management LLC 12.80% Add +4.5% 25,355 $11.9M
HUB Investment Partners, LLC 0.48% Add +20.8% 25,326 $11.9M
KFG Wealth Management, LLC 2.15% Reduce -11.9% 25,280 $11.9M
Alight Capital Management LP 6.18% New 25,000 $11.7M
Scoggin Management LP 5.80% New 25,000 $11.7M
Camarda Financial Advisors, LLC 5.23% Add +1738.3% 24,707 $11.6M
Vishria Bird Financial Group, LLC 3.93% Reduce -2.4% 24,694 $11.6M
Headlands Technologies LLC 1.32% Add +24.6% 24,662 $11.6M
Virtue Capital Management, LLC 1.35% Add +60.7% 24,644 $11.5M
Powell Investment Advisors, LLC 5.67% Add +13.2% 24,563 $11.5M
Refined Wealth Management 9.43% New 24,582 $11.5M
Rehmann Capital Advisory Group 0.72% Add +7.9% 24,473 $11.5M
Trek Financial, LLC 0.83% Reduce -5.2% 24,439 $11.5M
Glenmede Trust Co. NA 0.06% Add +7.2% 24,433 $11.5M
Bogart Wealth, LLC 0.54% Add +6.9% 24,407 $11.4M
Sheets Smith Wealth Management 1.42% Reduce -0.0% 24,324 $11.4M
Bay Capital Advisors, LLC 9.48% Add +5.8% 24,270 $11.4M
Generali Investments CEE, investicni spolecnost, a.s. 1.06% Add +32.9% 24,191 $11.3M
Little Harbor Advisors, LLC 6.98% Add +3.4% 24,143 $11.3M
WealthBridge Capital Management, LLC 3.20% Add +0.5% 24,128 $11.3M
Pettyjohn, Wood & White, Inc. 2.16% Add +1.0% 24,079 $11.3M
Eversept Partners, LP 1.27% New 24,003 $11.3M
Trivium Point Advisory, LLC 1.39% Add +7.7% 23,946 $11.2M
Integral Investment Advisors, Inc. 3.58% Add +2.4% 23,929 $11.2M
Gerber, LLC 9.32% Reduce -2.6% 23,842 $11.2M
Rwa Wealth Partners, LLC 0.14% Reduce -30.9% 23,840 $11.2M
Renaissance Technologies 0.02% New 23,800 $11.2M
McIlrath & Eck, LLC 1.37% Add +16.3% 23,756 $11.1M
Guerra Advisors Inc 6.23% Reduce -7.9% 23,735 $11.1M
Haverford Trust Co 0.11% Add +5.8% 23,614 $11.1M
Gotham Asset Management 0.09% Add +200.6% 23,529 $11.0M
Avestar Capital, LLC 1.05% Add +39.3% 23,434 $11.0M
JSF Financial, LLC 2.89% Add +3.6% 23,337 $10.9M
Hilltop Holdings Inc. 0.69% Add +18.6% 23,237 $10.9M
Choate Investment Advisors 0.27% Reduce -3.8% 23,233 $10.9M
Luxor Capital Group, LP 1.40% Add +17.3% 23,200 $10.9M
Fifth Third Bancorp 0.04% Add +2.3% 23,196 $10.9M
Dohj, LLC 2.47% Add +4.1% 23,040 $10.8M
Integrity Financial Corp 6.12% Add +3.1% 22,972 $10.8M
Alpha Cubed Investments, LLC 0.48% Add +2.8% 22,993 $10.8M
Florida Financial Advisors, LLC 4.24% Add +2.3% 22,908 $10.7M
Chatham Capital Group, Inc. 1.79% Add +4.3% 22,893 $10.7M
WJ Wealth Management, LLC 3.78% Reduce -10.3% 22,804 $10.7M
Clarius Group, LLC 0.67% Add +428.9% 22,782 $10.7M
Concentrum Wealth Management 3.95% Add +14.9% 22,749 $10.7M
Roof Eidam Maycock Peralta, LLC 2.82% Reduce -3.1% 22,704 $10.6M
Verus Capital Partners, LLC 1.06% Reduce -2.1% 22,621 $10.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Reduce -4.5% 22,590 $10.6M
Summit Securities Group LLC 7.33% New 22,538 $10.6M
BCGM Wealth Management, LLC 3.25% Add +0.7% 22,531 $10.6M
AdvisorNet Financial, Inc 0.78% Add +6.0% 22,429 $10.5M
White Wing Wealth Management 8.18% Add +4.3% 23,647 $10.5M
Proficio Capital Partners LLC 0.81% Reduce -3.3% 22,315 $10.5M
Tepp RIA, LLC 14.21% Reduce -7.5% 22,312 $10.5M
CENTRAL TRUST Co 0.26% Reduce -14.3% 22,266 $10.4M
Evoke Wealth, LLC 0.27% Add +21.4% 22,214 $10.4M
Private Advisory Group LLC 1.19% Reduce -6.0% 22,210 $10.4M
MYDA Advisors LLC 3.68% New 22,100 $10.4M
Navis Wealth Advisors, LLC 10.15% Add +75.5% 22,036 $10.3M
Mather Group, Llc. 0.12% Reduce -0.6% 22,031 $10.3M
Keystone Wealth Services, LLC 2.79% Reduce -0.5% 22,004 $10.3M
Nuveen, LLC 0.00% — 22,000 $10.3M
Fluent Financial, LLC 4.49% Add +80.9% 21,998 $10.3M
Baron Financial Group, LLC 6.47% Reduce -0.6% 21,933 $10.3M
RDA Financial Network 3.06% Reduce -0.3% 21,918 $10.3M
Sigma Investment Counselors Inc. 0.63% Reduce -0.7% 21,892 $10.3M
Hazlett, Burt & Watson, Inc. 4.61% Add +1.4% 21,865 $10.2M
Lansing Street Advisors 3.43% Add +5.9% 21,849 $10.2M
Richmond Brothers, Inc. 6.47% Reduce -71.4% 21,813 $10.2M
Next Capital Management LLC 4.90% Reduce -3.7% 21,771 $10.2M
Telos Capital Management, Inc. 1.11% Add +0.6% 21,726 $10.2M
Pacific Wealth Strategies Group, Inc. 7.60% Add +0.5% 21,724 $10.2M
Three Bridge Wealth Advisors, LLC 3.53% Add +1.1% 21,609 $10.1M
DAVENPORT & Co LLC 0.06% Reduce -3.8% 21,608 $10.1M
Financial Insights, Inc. 4.03% Add +11.2% 21,599 $10.1M
Tyche Wealth Partners LLC 2.18% Add +129.6% 21,453 $10.1M
Cypress Capital Group 1.32% Reduce -1.2% 21,440 $10.1M
Everett Harris & Co. 0.13% No change 21,435 $10.1M
NorthRock Partners, LLC 0.34% Add +1.4% 21,434 $10.1M
Coldstream Capital Management Inc. 0.21% Reduce -10.3% 21,339 $10.0M
JP Wealth Management, Inc. 8.01% Reduce -1.1% 21,203 $9.9M
Alpha Zero LLC 7.57% Reduce -1.5% 21,189 $9.9M
Mullooly Asset Management, Inc. 4.50% — 21,151 $9.9M
Sovran Advisors, LLC 1.29% Add +27.8% 22,325 $9.9M
Flagship Harbor Advisors, LLC 0.52% Reduce -72.0% 21,143 $9.9M
EHP Funds Inc. 11.03% Reduce -20.7% 21,100 $9.9M
Prosperity Wealth Management, Inc. 4.64% Reduce -44.6% 21,052 $9.9M
Cannon Advisors, Inc. 9.04% Reduce -2.4% 20,936 $9.8M
HFG Advisors, Inc. 8.35% Reduce -3.9% 20,843 $9.8M
Cresta Advisors, Ltd. 5.06% Reduce -1.5% 20,809 $9.8M
Bank of Nova Scotia 0.02% Reduce -72.4% 20,789 $9.8M
RVW Wealth, LLC 0.92% Add +0.3% 20,787 $9.7M
Wesbanco Bank Inc. 0.34% Add +9.2% 20,781 $9.7M
World Equity Group, Inc. 2.78% Reduce -0.3% 20,748 $9.7M
Berger Financial Group, Inc 0.67% Add +7.4% 20,706 $9.7M
Solano Wealth Investment Advisors LLC 5.99% Reduce -1.2% 20,655 $9.7M
FFT Wealth Management LLC 2.02% Add +24.9% 20,606 $9.7M
Cary Street Partners Financial LLC 0.31% Add +5.0% 20,636 $9.7M
TrueWealth Advisors, LLC 3.16% Add +3.2% 20,544 $9.6M
Owen LaRue, LLC 4.79% Add +2.8% 20,511 $9.6M
LGL Partners, LLC 4.63% Reduce -36.2% 20,459 $9.6M
Curtis Advisory Group, LLC 2.82% Reduce -0.5% 20,444 $9.6M
Gill Capital Partners, LLC 3.32% Add +41.7% 20,410 $9.6M
SVB Wealth LLC 0.39% Add +20.0% 20,382 $9.6M
Y.D. More Investments Ltd 0.83% Reduce -16.5% 20,325 $9.5M
Mach-1 Financial Group, LLC 2.85% Add +4482.8% 20,302 $9.5M
Drake & Associates, LLC 2.67% Add +4.0% 20,283 $9.5M
NFSG Corp 2.30% Add +30.0% 20,235 $9.5M
Global Trust Asset Management, LLC 5.78% Reduce -42.7% 20,209 $9.5M
Interactive Financial Advisors, Inc. 5.00% Add +4.3% 20,203 $9.5M
Partners Capital Investment Group, LLP 0.16% Add +121.0% 20,142 $9.4M
Jackson Wealth Management, LLC 1.15% Add +8.6% 20,105 $9.4M
Family Office Research LLC 4.58% Add +0.4% 20,055 $9.4M
Carnegie Investment Counsel 0.22% Reduce -3.5% 22,131 $9.4M
Vanguard Group Inc. 0.00% Add +2.9% 19,985 $9.4M
Plotkin Financial Advisors, LLC 5.74% Add +2.9% 19,914 $9.3M
Daymark Wealth Partners, LLC 0.40% Add +5.8% 19,890 $9.3M
Nadler Financial Group, Inc. 1.03% Add +3.6% 19,883 $9.3M
Alliance Wealth Advisors, LLC 5.48% Reduce -1.4% 19,864 $9.3M
North Star Investment Management Corp. 0.68% Reduce -2.3% 19,833 $9.3M
Vienna Asset Management LLC 7.33% Add +33.6% 19,808 $9.3M
Sentinel Trust Co. Lba 1.10% No change 19,802 $9.3M
Caldwell Trust Co 1.00% Add +0.6% 19,783 $9.3M
Destination Wealth Management 0.29% Add +21.2% 19,764 $9.3M
Capital Investment Counsel, LLC 1.53% Reduce -2.5% 19,757 $9.3M
WCG Wealth Advisors LLC 0.70% Add +0.1% 19,662 $9.2M
Marcum Wealth, LLC 0.80% Add +0.5% 19,661 $9.2M
Avior Wealth Management, LLC 0.35% Add +0.5% 19,587 $9.2M
Union Bancaire Privee, UBP SA 0.18% Reduce -27.7% 20,452 $9.2M
Berkeley Capital Partners, LLC 2.52% Reduce -0.9% 19,525 $9.2M
Novak & Powell Financial Services, Inc. 5.69% Reduce -2.4% 19,490 $9.1M
Fortress Financial Solutions, LLC 13.21% Add +2.7% 19,475 $9.1M
HBK Sorce Advisory LLC 0.27% Add +3.0% 19,333 $9.1M
Canal Capital Management, LLC 1.51% Add +44.6% 19,295 $9.0M
Tennessee Valley Asset Management Partners 1.47% Reduce -2.7% 19,280 $9.0M
WealthPLAN Partners, LLC 1.27% Add +4.4% 19,268 $9.0M
Cottage Street Advisors LLC 4.52% Add +101.7% 19,256 $9.0M
Capital Investment Advisors, LLC 0.18% Add +22.0% 19,250 $9.0M
HMS Capital Management, LLC 4.99% Reduce -10.6% 21,248 $9.0M
First Nebraska Trust Co 0.89% Add +2.9% 19,179 $9.0M
KM Capital Management Ltd. 4.84% Reduce -15.8% 19,152 $9.0M
Leavell Investment Management, Inc. 0.44% Reduce -3.4% 19,087 $9.0M
CWS Financial Advisors, LLC 2.83% Add +0.4% 19,094 $9.0M
Two Sigma Securities, LLC 1.37% Add +2318.9% 19,037 $8.9M
Private Trust Co. NA 0.92% Reduce -2.5% 18,970 $8.9M
Crewe Advisors LLC 1.25% Reduce -0.5% 18,968 $8.9M
Retirement Financial Solutions, LLC 3.43% New 18,815 $8.8M
Seneca House Advisors 3.76% Reduce -1.3% 18,790 $8.8M
Wedmont Private Capital 0.45% Add +28.5% 19,386 $8.8M
Retirement Planning Group, LLC / NY 8.95% Reduce -1.0% 18,755 $8.8M
Lighthouse Financial LLC 7.57% Reduce -0.8% 18,709 $8.8M
Nikulski Financial, Inc. 2.64% Add +4.7% 18,594 $8.7M
Agf Management Ltd. 0.05% Reduce -13.8% 18,583 $8.7M
Bristlecone Advisors, LLC 0.71% Reduce -4.3% 18,462 $8.7M
Absolute Capital Management, LLC 5.00% No change 18,430 $8.6M
Keystone Financial Group 0.88% Add +3.0% 18,428 $8.6M
New England Private Wealth Advisors LLC 1.34% Add +0.8% 18,414 $8.6M
Banque Pictet & Cie SA 0.09% Reduce -1.9% 18,416 $8.6M
Norris Financial Group, LLC 4.00% Reduce -17.2% 18,303 $8.6M
Quadcap Wealth Management, LLC 1.24% Add +3.1% 18,235 $8.6M
Unique Wealth, LLC 1.61% Add +657.9% 18,220 $8.5M
MTM Financial Group, LLC 4.98% Add +5.3% 18,324 $8.5M
NewEdge Wealth, LLC 0.15% Add +3.7% 18,086 $8.5M
Jacksonville Wealth Management, LLC 8.35% Add +1.4% 18,086 $8.5M
Perennial Investment Advisors, LLC 0.95% Add +4.8% 18,037 $8.5M
Creative Financial Designs Inc. 0.67% Reduce -3.2% 17,917 $8.4M
Darwin Wealth Management, LLC 2.82% No change 16,432 $8.4M
Investor's Fiduciary Advisor Network, LLC 3.96% Reduce -2.8% 17,886 $8.4M
Mission Hills Financial Advisory, LLC 5.82% Add +6.8% 17,882 $8.4M
Prosperitas Financial LLC 4.32% Reduce -17.5% 17,823 $8.4M
Clare Market Investments LLC 2.20% Add +12.2% 17,767 $8.3M
Tsfg, LLC 1.70% No change 17,756 $8.3M
Peak Asset Management, LLC 1.58% Reduce -1.2% 17,735 $8.3M
Alexis Investment Partners, LLC 3.96% Add +2.6% 17,672 $8.3M
Strategic Blueprint, LLC 0.45% Reduce -1.0% 17,645 $8.3M
Davidson Kahn Capital Management, LLC 6.39% Add +17.7% 17,626 $8.3M
Bradley Foster & Sargent Inc. 0.14% Add +0.3% 17,615 $8.3M
Brown Brothers Harriman & Co. 0.06% Add +20.5% 17,580 $8.2M
Granite Bay Wealth Management, LLC 2.86% Add +13.9% 17,557 $8.2M
Rainey & Randall Wealth Advisors Inc. 1.61% Reduce -1.6% 17,554 $8.2M
Bollard Group LLC 0.22% No change 17,496 $8.2M
Madison Wealth Partners, Inc 2.02% Reduce -1.0% 17,462 $8.2M
Howard Financial Services, LTD. 1.11% Reduce -5.3% 17,358 $8.1M
Ancora Advisors LLC 0.18% Add +1.4% 17,330 $8.1M
Tandem Wealth Advisors LLC 4.25% Reduce -3.3% 17,323 $8.1M
MorganRosel Wealth Management, LLC 2.46% Add +10.6% 17,314 $8.1M
Wbi Investments, LLC 2.14% Add +111.3% 17,310 $8.1M
Ping Capital Management, Inc. 5.41% Add +31.1% 17,300 $8.1M
CFM Wealth Partners LLC 1.43% Reduce -0.4% 17,267 $8.1M
Strategent Financial, LLC 7.32% Reduce -37.7% 17,244 $8.1M
Mystic Asset Management, Inc. 2.13% Add +1.9% 17,241 $8.1M
Glen Eagle Advisors, LLC 1.34% Add +0.8% 17,236 $8.1M
High Note Wealth, LLC 2.00% Add +3.6% 17,202 $8.1M
O'Connor Financial Group LLC 4.19% Reduce -1.1% 17,192 $8.1M
Guardian Wealth Advisors, LLC 5.15% Add +1.1% 17,116 $8.0M
Hilton Capital Management, LLC 0.68% No change 17,110 $8.0M
Sandy Cove Advisors, LLC 3.22% Add +6.8% 17,098 $8.0M
Watershed Private Wealth LLC 3.20% Add +1.1% 17,080 $8.0M
Lion Street Advisors, LLC 2.54% Add +5.4% 17,057 $8.0M
Relyea Zuckerberg Hanson LLC 1.07% Reduce -4.9% 16,988 $8.0M
First National Corp. /Ma/ 1.75% Add +0.9% 16,914 $7.9M
Genesee Capital Advisors, LLC 3.96% Reduce -4.3% 16,894 $7.9M
Exencial Wealth Advisors, LLC 0.29% Reduce -1.6% 16,872 $7.9M
Ascension Capital Advisors, Inc. 3.61% New 16,870 $7.9M
Capital Investment Advisory Services, LLC 0.71% Reduce -7.5% 16,821 $7.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.62% Reduce -33.7% 16,685 $7.9M
StrongBox Wealth, LLC 3.29% Add +6.2% 16,816 $7.9M
Spectrum Strategic Capital Management, LLC 4.93% Reduce -2.6% 16,756 $7.9M
Lake Hills Wealth Management, LLC 5.42% Add +220.0% 16,738 $7.8M
Rezny Wealth Management, Inc. 2.19% Add +7.2% 16,660 $7.8M
Savvy Advisors, Inc. 0.79% Add +44.4% 16,654 $7.8M
WPG Advisers, LLC 7.28% Reduce -8.4% 16,644 $7.8M
Peak Retirement Planning, Inc. 4.33% Add +24.9% 16,611 $7.8M
Advisory Resource Group 1.59% Add +16.0% 16,606 $7.8M
Traynor Capital Management, Inc. 0.66% Add +0.4% 16,535 $7.8M
Diversify Wealth Management, LLC 0.58% Reduce -8.2% 16,294 $7.7M
Verde Capital Management 2.20% Reduce -3.1% 16,464 $7.7M
Webster Bank, N. A. 0.85% Add +29.0% 16,422 $7.7M
Vision Financial Markets LLC 8.37% Reduce -2.1% 16,391 $7.7M
Pachira Investments Inc. 5.35% Add +5.9% 16,223 $7.6M
Chicago Wealth Management, Inc. 3.95% Add +3.0% 16,081 $7.5M
Masso Torrence Wealth Management Inc. 4.00% Reduce -5.8% 15,992 $7.5M
Arcataur Capital Management LLC 2.56% Reduce -0.6% 15,990 $7.5M
Griffin Asset Management, Inc. 0.92% Reduce -2.4% 15,963 $7.5M
Dogwood Wealth Management LLC 3.93% Add +3.7% 15,952 $7.5M
Empower Advisory Group, LLC 0.02% Reduce -10.4% 15,949 $7.5M
Weitzel Financial Services, Inc. 3.57% Add +50.5% 16,591 $7.5M
Richard W. Paul & Associates, LLC 2.93% Reduce -8.6% 15,931 $7.5M
MMBG Investment Advisors Co. 0.84% Reduce -2.5% 15,844 $7.4M
Chemung Canal Trust Co. 1.64% No change 15,867 $7.4M
Legacy Advisors, LLC 0.76% Reduce -16.1% 15,848 $7.4M
Blue Square Asset Management, LLC 3.98% Reduce -26.2% 15,764 $7.4M
Pure Financial Advisors, LLC 0.15% Add +1.7% 15,584 $7.3M
American State Bank (Iowa) 4.37% No change 15,453 $7.2M
Associated Banc-Corp 0.22% Add +0.5% 15,422 $7.2M
JTC Employer Solutions Trustee Ltd 0.59% Reduce -12.4% 15,409 $7.2M
Per Stirling Capital Management, LLC. 1.04% Reduce -0.2% 15,393 $7.2M
Warner Financial, Inc. 3.19% Reduce -4.7% 15,390 $7.2M
Solitude Financial Services 2.79% Add +3647.4% 15,327 $7.2M
Good Life Advisors, LLC 0.50% Add +5.6% 15,283 $7.2M
Afg Fiduciary Services Limited Partnership 5.27% Add +29.5% 15,378 $7.2M
HT Partners LLC 2.46% Add +678.0% 15,280 $7.2M
Mfa Wealth Advisors, LLC 1.77% Add +3.3% 15,280 $7.2M
Destiny Wealth Partners, LLC 1.14% Reduce -3.0% 15,279 $7.2M
Prism Advisors, Inc. 2.20% Reduce -4.8% 15,259 $7.2M
Scissortail Wealth Management, LLC 1.84% Reduce -18.6% 15,252 $7.2M
Cullen/Frost Bankers, Inc. 0.10% Reduce -1.1% 15,211 $7.1M
Novare Capital Management LLC 0.62% Add +28.3% 15,204 $7.1M
Finivi Inc. 5.72% Add +3.1% 15,159 $7.1M
Somerset Group LLC 6.47% Add +8.2% 15,148 $7.1M
CVA Family Office, LLC 1.09% Add +11.8% 15,135 $7.1M
Fingerlakes Wealth Management, Inc. 6.03% Reduce -1.7% 15,113 $7.1M
All Terrain Financial Advisors, LLC 2.76% Add +39.5% 15,105 $7.1M
Garden State Investment Advisory Services LLC 2.27% Reduce -52.2% 15,011 $7.1M
Latko Wealth Management, Ltd. 4.58% Reduce -4.3% 15,067 $7.1M
Capital Advisors Inc. 0.14% Reduce -12.6% 15,044 $7.1M
Cynosure Group, LLC 0.97% Reduce -56.9% 15,029 $7.0M
Monterey Private Wealth, Inc. 2.08% Add +2.7% 15,025 $7.0M
Kellett Wealth Advisors, LLC 4.88% Add +9.6% 15,019 $7.0M
My Personal CFO, LLC 3.54% Reduce -2.5% 14,984 $7.0M
Ewing Morris & Co. Investment Partners Ltd. 2.21% Add +49.6% 10,375 $7.0M
SouthState Bank Corp 0.32% Add +114.1% 14,920 $7.0M
CMG Global Holdings, LLC 4.55% Add +8.5% 14,914 $7.0M
TKG Advisors, LLC 3.43% Add +1.9% 14,852 $7.0M
AllGen Financial Advisors, Inc. 2.06% Add +5.1% 14,847 $7.0M
Leslie Global Wealth, LLC 3.39% Add +5.2% 14,841 $7.0M
Americana Partners, LLC 0.27% Add +84.7% 14,837 $7.0M
Chris Bulman Inc 4.39% Add +20.4% 14,830 $7.0M
Trademark Financial Management, LLC 5.29% Reduce -3.4% 14,799 $6.9M
Vigilare Wealth Management 2.77% Add +435.1% 14,774 $6.9M
ORBA Wealth Advisors, L.L.C. 3.49% Add +25.9% 14,769 $6.9M
Harbour Trust & Investment Management Co 0.83% Add +7.5% 14,680 $6.9M
Canandaigua National Bank & Trust Co. 0.69% Reduce -3.4% 14,653 $6.9M
SPC Financial, Inc. 0.60% Reduce -1.4% 14,606 $6.8M
M3 Advisory Group, LLC 5.41% Add +3.1% 14,601 $6.8M
Bank of Hawaii 0.39% Reduce -4.8% 14,543 $6.8M
Coppell Advisory Solutions LLC 0.94% New 14,323 $6.8M
Modera Wealth Management, LLC 0.09% Add +9.4% 14,501 $6.8M
Retirement Income Solutions, Inc. 1.42% Reduce -0.9% 14,497 $6.8M
Littlejohn Financial Services, Inc. 5.34% Add +40.0% 14,422 $6.8M
Pinnacle Family Advisors, LLC 3.67% Reduce -31.4% 14,408 $6.8M
Arcus Capital Partners, LLC 2.71% Reduce -18.7% 14,407 $6.8M
Sage Mountain Advisors LLC 0.50% Add +3.0% 14,400 $6.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.14% Add +8.4% 14,394 $6.8M
SOA Wealth Advisors, LLC. 1.40% Reduce -17.3% 14,335 $6.7M
Atom Investors LP 0.83% Add +30.1% 14,325 $6.7M
Carr Financial Group Corp 2.20% Reduce -1.3% 14,302 $6.7M
Main Street Group, LTD 2.94% Reduce -1.4% 14,300 $6.7M
Pallas Capital Advisors LLC 0.28% Reduce -5.3% 14,184 $6.7M
TABR Capital Management, LLC 6.91% New 14,151 $6.6M
Eastern Bank 0.13% Add +1.9% 14,103 $6.6M
Ferguson Wellman Capital Management, Inc. 0.13% Add +11.8% 14,083 $6.6M
Martin Capital Advisors, LLP 4.71% Reduce -5.6% 14,072 $6.6M
Cherrydale Wealth Management, LLC 2.60% Add +12.3% 14,041 $6.6M
Empirical Finance, LLC 0.40% Reduce -9.2% 13,997 $6.6M
Nabity-Jensen Investment Management Inc 5.21% Reduce -0.4% 13,986 $6.6M
NWF Advisory Services Inc. 0.92% Reduce -25.6% 13,974 $6.6M
Tempus Wealth Planning, LLC 1.95% Add +0.2% 13,954 $6.5M
Base Wealth Management LLC 4.98% — 13,939 $6.5M
Petix & Botte Co 1.72% Reduce -4.3% 13,936 $6.5M
Strategic Financial Concepts, LLC 1.22% Reduce -10.4% 13,927 $6.5M
Sandbox Financial Partners, LLC 2.30% Reduce -1.9% 13,919 $6.5M
Loomis Sayles & Co. L P 0.01% Add +12168.1% 13,863 $6.5M
DSG Capital Advisors, LLC 1.31% Reduce -0.1% 13,849 $6.5M
CenterStar Asset Management, LLC 9.27% Add +226.2% 13,745 $6.5M
Richards, Merrill & Peterson, Inc. 3.35% Add +5.5% 13,741 $6.4M
Lakeshore Capital Group, Inc. 6.21% Add +15.5% 13,729 $6.4M
Rik Saylor Financial, Inc. 5.67% Add +3.9% 13,717 $6.4M
Founders Capital Management, LLC 1.19% Reduce -0.2% 13,667 $6.4M
Flagship Private Wealth, LLC 3.05% Reduce -2.4% 13,652 $6.4M
Madrid Financial Services 4.64% Reduce -5.9% 13,573 $6.4M
Capstone Wealth Management Group, LLC 3.63% Reduce -7.1% 13,565 $6.4M
Lazard Asset Management LLC 0.01% Reduce -8.5% 13,397 $6.3M
Councilor Wealth, LLC 3.13% Reduce -7.3% 13,396 $6.3M
Man Group plc 0.02% New 13,393 $6.3M
Gibraltar Capital Management, Inc. 1.36% New 13,390 $6.3M
Fischer Investment Strategies, LLC 4.59% Reduce -32.2% 13,309 $6.2M
Olde Wealth Management, LLC 2.19% Reduce -45.1% 13,255 $6.2M
Midwest Financial Group LLC 3.60% Add +9.4% 13,224 $6.2M
Lowery Thomas, LLC 4.24% Add +1.5% 13,203 $6.2M
Roger Wittlin Investment Advisory, LLC 3.62% Reduce -3.4% 13,199 $6.2M
Ulland Investment Advisors, LLC 5.38% Reduce -28.8% 13,199 $6.2M
Baker Tilly Wealth Management, LLC 2.42% Add +1.7% 13,187 $6.2M
Principle Wealth Partners LLC 0.44% No change 13,185 $6.2M
Sound Income Strategies, LLC 0.36% Add +15.5% 13,151 $6.2M
Cozad Asset Management Inc. 0.62% Reduce -6.8% 13,142 $6.2M
Jackson Hole Capital Partners, LLC 1.22% Add +3.9% 13,126 $6.2M
Balefire, LLC 2.10% Add +71.3% 13,088 $6.1M
Trust Co. of Toledo NA 0.81% Add +35.1% 13,067 $6.1M
Advisors Capital Management, LLC 0.09% Add +33.2% 13,034 $6.1M
Elevation Capital Advisory, LLC 2.67% Reduce -57.2% 13,031 $6.1M
Ciovacco Capital Management LLC 4.27% Add +2.8% 12,999 $6.1M
Morangie Management LLC 5.97% Reduce -0.9% 12,979 $6.1M
Runnymede Capital Advisors, Inc. 5.85% Reduce -18.0% 12,996 $6.1M
Liberty Square Wealth Partners LLC 2.32% Add +6.2% 12,982 $6.1M
Sims Investment Management, LLC 2.71% Add +24.4% 12,941 $6.1M
Hickory Asset Management, Inc. 5.39% Reduce -0.9% 12,934 $6.1M
LMR Partners LLP 0.17% Reduce -80.3% 12,913 $6.1M
Ibex Wealth Advisors 0.80% Add +4.5% 12,911 $6.1M
Shepherd Financial Partners LLC 0.71% Add +4.7% 12,887 $6.0M
Herbst Group, LLC 4.26% Add +1.7% 12,831 $6.0M
BTC Capital Management, Inc. 0.55% No change 12,800 $6.0M
QRG Capital Management, Inc. 0.06% Add +106.7% 12,709 $6.0M
Trustmark Bank Trust Department 0.44% Reduce -2.5% 12,708 $6.0M
Pettinga Financial Advisors LLC 1.39% Reduce -16.0% 12,643 $5.9M
Apriem Advisors 0.69% Reduce -1.0% 12,616 $5.9M
BLB&B Advisors, LLC 0.30% Reduce -3.0% 12,604 $5.9M
Financial Counselors Inc. 0.09% Add +24.4% 12,573 $5.9M
Cordgrass Capital Advisors, LLC 1.68% Add +1.8% 12,566 $5.9M
Stevens Capital Management LP 1.46% New 12,536 $5.9M
Menora Mivtachim Holdings LTD. 0.04% Add +42.6% 12,493 $5.9M
Magnus Financial Group LLC 0.57% Add +8.0% 12,463 $5.8M
Yukon Wealth Management, Inc. 2.41% — 12,355 $5.8M
Rappaport Reiches Capital Management, LLC 1.44% Reduce -2.5% 12,325 $5.8M
MPWM Advisory Solutions, LLC 4.19% Add +25.9% 12,321 $5.8M
Rovin Capital /Ut/ 1.86% Reduce -1.0% 12,316 $5.8M
Wealth Advisory Solutions, LLC 1.53% Reduce -3.8% 12,302 $5.8M
Strategic Advisors LLC 1.11% Reduce -4.2% 12,301 $5.8M
Kieckhefer Group LLC 4.17% Add +1.4% 12,295 $5.8M
Strategy Asset Managers LLC 1.19% Reduce -2.9% 12,292 $5.8M
Global Wealth Management, LLC 3.32% Add +2.2% 12,271 $5.8M
Keel Point, LLC 0.45% Reduce -6.8% 12,263 $5.8M
BlueChip Wealth Advisors LLC 2.82% Add +3.6% 12,255 $5.7M
Harbor Capital Advisors, Inc. 0.26% Add +2060.7% 12,251 $5.7M
White Pine Investment CO 1.55% Add +1.7% 12,243 $5.7M
Narwhal Capital Management 0.51% Add +23.1% 12,222 $5.7M
IMG Wealth Management, Inc. 5.14% Add +1.4% 12,208 $5.7M
Concentric Capital Strategies, LP 0.57% New 12,199 $5.7M
Insight Advisors, LLC/ PA 1.00% Add +4.6% 12,191 $5.7M
Sage Capital Management, LLC 3.09% Add +4.6% 12,145 $5.7M
Blue Oak Capital, LLC 3.14% New 12,114 $5.7M
First National Bank of Omaha 0.39% No change 12,113 $5.7M
Fayez Sarofim & Co 0.01% Add +27.9% 12,026 $5.6M
Sandy Spring Bank 0.24% Reduce -4.9% 12,003 $5.6M
Comprehensive Financial Consultants Institutional, Inc. 2.00% Add +49.5% 11,992 $5.6M
G&S Capital LLC 2.38% Reduce -0.6% 11,970 $5.6M
Bay Rivers Group 2.94% Reduce -2.2% 11,944 $5.6M
Milestone Asset Management Group, LLC 5.06% Add +2.8% 11,943 $5.6M
JPL Wealth Management, LLC 1.59% Add +4.1% 11,919 $5.6M
Stock Yards Bank & Trust Co. 0.20% Add +1.1% 11,909 $5.6M
WBH Advisory Inc. 0.52% Add +8.3% 11,900 $5.6M
National Wealth Management Group, LLC 3.67% Add +10.8% 11,892 $5.6M
Twin Focus Capital Partners, LLC 0.86% New 11,853 $5.6M
Common Fund for Nonprofit Organizations 0.62% Reduce -0.0% 11,850 $5.6M
Life Line Wealth Management LLC 2.04% Reduce -89.0% 11,842 $5.6M
Watts Gwilliam & Co., LLC 1.20% Add +12.4% 11,821 $5.5M
Duncan Williams Asset Management, LLC 2.00% Add +6.0% 11,778 $5.5M
Octavia Wealth Advisors, LLC 0.67% Reduce -2.1% 11,754 $5.5M
Prosperity Consulting Group, LLC 0.43% Reduce -0.3% 11,748 $5.5M
Trust Co. of Vermont 0.27% Reduce -13.5% 11,736 $5.5M
Williams Jones Wealth Management, LLC. 0.07% Add +1.4% 11,733 $5.5M
Provenance Wealth Advisors, LLC 0.79% Reduce -0.2% 11,644 $5.5M
Mission Creek Capital Partners, Inc. 1.32% Add +11.3% 11,623 $5.5M
Fiduciary Alliance LLC 0.53% Reduce -19.5% 11,549 $5.4M
Cheviot Value Management, LLC 0.67% Reduce -3.3% 11,142 $5.4M
Modus Advisors, LLC 1.77% Reduce -0.5% 11,545 $5.4M
Ackerman Asset Management, LLC 4.89% — 11,540 $5.4M
Flaharty Asset Management, LLC 0.78% Reduce -12.2% 11,516 $5.4M
Southland Equity Partners LLC 1.26% Reduce -6.5% 11,502 $5.4M
EdgeRock Capital LLC 3.84% Reduce -21.4% 11,496 $5.4M
Burke & Herbert Bank & Trust Co. 1.30% Add +1.1% 11,496 $5.4M
Fortem Financial Group, LLC 2.10% Add +2.4% 11,495 $5.4M
Aurora Investment Managers, LLC. 3.39% Reduce -1.4% 11,460 $5.4M
Atalanta Sosnoff Capital, LLC 0.13% Add +3.2% 11,431 $5.4M
Highline Wealth Partners LLC 1.80% Reduce -33.4% 11,423 $5.4M
Fidelis Capital Partners, LLC 0.57% Reduce -18.1% 11,334 $5.4M
Redhawk Wealth Advisors, Inc. 0.72% Add +10.3% 11,416 $5.4M
Farmers Trust Co. 1.01% Reduce -11.4% 11,401 $5.3M
RIA Advisory Group LLC 1.74% Reduce -70.3% 11,388 $5.3M
STAR Financial Bank 3.91% Add +2.4% 11,380 $5.3M
Bryn Mawr Trust Advisors, LLC 0.32% Reduce -6.5% 11,376 $5.3M
Eaton Financial Holdings Company, LLC 2.21% Reduce -18.5% 11,357 $5.3M
TFR Capital, LLC. 2.20% Add +0.3% 11,273 $5.3M
Grassi Investment Management 0.49% Add +0.2% 11,264 $5.3M
Omnia Family Wealth, LLC 2.20% Reduce -1.3% 11,216 $5.3M
Ameliora Wealth Management Ltd. 1.98% Reduce -24.1% 11,226 $5.3M
FourThought Financial Partners, LLC 0.55% Reduce -0.9% 11,203 $5.3M
Sightline Wealth Advisors, LLC 2.77% Add +22.1% 11,189 $5.2M
LexAurum Advisors, LLC 1.01% Add +0.3% 11,188 $5.2M
Cyr Financial Inc. 4.67% Add +0.7% 11,153 $5.2M
B&D White Capital Company, LLC 0.77% Add +239.9% 11,123 $5.2M
EWG Elevate Inc. 1.96% Add +58.1% 11,049 $5.2M
Evercore Wealth Management, LLC 0.08% Add +5.4% 11,037 $5.2M
Aurora Private Wealth, Inc. 4.13% Reduce -4.0% 11,030 $5.2M
Channel Wealth LLC 1.60% Reduce -0.0% 11,009 $5.2M
Financial Partners Group, Inc 0.79% Add +1.3% 10,969 $5.1M
Blue Trust, Inc. 0.07% Add +2.8% 10,969 $5.1M
GC Wealth Management RIA, LLC 0.94% Reduce -0.2% 10,964 $5.1M
1 North Wealth Services LLC 2.37% Reduce -29.0% 10,937 $5.1M
Valmark Advisers, Inc. 0.08% Reduce -2.1% 10,935 $5.1M
USA Financial Formulas 0.84% Add +454.9% 10,909 $5.1M
Sfmg, LLC 0.40% Add +1.2% 10,906 $5.1M
Enzi Wealth 2.06% Add +0.2% 10,909 $5.1M
Palumbo Wealth Management LLC 1.70% Add +0.5% 10,869 $5.1M
Haven Private, LLC 2.88% Add +16.5% 10,857 $5.1M
RMR Wealth Builders 0.54% Reduce -5.2% 10,854 $5.1M
Gries Financial LLC 0.99% Reduce -19.4% 10,843 $5.1M
Fiduciary Financial Group, LLC 1.10% Reduce -4.8% 11,374 $5.1M
McGuire Investment Group, LLC 0.75% Add +0.7% 10,812 $5.1M
LongView Wealth Management 1.52% Reduce -1.6% 10,789 $5.1M
Ledgewood Wealth Advisors, LLC 3.26% No change 10,784 $5.1M
Prospect Financial Services LLC 2.80% Add +4.8% 10,779 $5.1M
HCR Wealth Advisors 0.66% Add +0.1% 10,742 $5.0M
Crews Bank & Trust 0.86% Reduce -0.8% 10,707 $5.0M
Metropolitan Life Insurance Co 2.30% Add +10.4% 10,600 $5.0M
Safe Harbor Fiduciary, LLC 5.13% Add +1050.1% 10,581 $5.0M
Hill Island Financial LLC 1.45% Reduce -12.6% 10,571 $5.0M
Northwest Financial Advisors 4.11% Reduce -3.1% 10,567 $5.0M
DBK Financial Counsel, LLC 4.96% Reduce -1.9% 10,551 $4.9M
Foresight Capital Management Advisors, Inc. 3.08% Reduce -43.3% 10,543 $4.9M
Zuckerman Investment Group, LLC 0.53% Reduce -0.4% 10,507 $4.9M
Oxinas Partners, LLC 2.91% Reduce -2.1% 10,500 $4.9M
Vance Wealth, LLC 1.85% Reduce -1.4% 10,472 $4.9M
Schear Investment Advisers, LLC 2.83% Reduce -50.7% 10,471 $4.9M
Busey Bank 0.17% Reduce -4.1% 10,469 $4.9M
Harvest Investment Services, LLC 1.36% Add +26.3% 10,442 $4.9M
Baring Financial LLC 4.11% Reduce -10.8% 10,436 $4.9M
Ethos Financial Group, LLC 0.47% Add +0.3% 9,565 $4.9M
BXM Wealth LLC 5.86% Add +80.9% 10,407 $4.9M
LMCG Investments, LLC 0.32% Add +0.8% 10,387 $4.9M
CPC Advisors, LLC 0.67% Reduce -3.0% 10,364 $4.9M
Monument Capital Management 1.49% Reduce -65.1% 10,350 $4.9M
Greenhouse Wealth Management, LLC 3.62% Reduce -15.6% 10,341 $4.8M
Arthur M. Cohen & Associates, LLC 0.93% Reduce -1.0% 10,294 $4.8M
Matauro, LLC 0.98% Add +7.1% 10,270 $4.8M
Avantax Planning Partners, Inc. 0.17% Add +5.8% 10,267 $4.8M
Elevation Point Wealth Partners, LLC 0.41% Add +3.4% 10,253 $4.8M
Spirepoint Private Client, LLC 0.63% Add +0.2% 10,247 $4.8M
Forvis Mazars Wealth Advisors, LLC 0.12% Add +5.7% 10,234 $4.8M
Riverstone Advisors, LLC 2.88% Reduce -3.2% 10,220 $4.8M
Visionary Horizons, LLC 3.35% Reduce -3.3% 10,149 $4.8M
Joseph P. Lucia & Associates, LLC 2.17% Add +1.3% 10,136 $4.8M
West Financial Advisors, LLC 0.90% Add +0.0% 10,121 $4.7M
Grey Ledge Advisors, LLC 1.25% Add +4.8% 10,119 $4.7M
TBH Global Asset Management, LLC 0.90% Add +17.6% 10,043 $4.7M
Quartz Partners, LLC 2.86% Reduce -6.5% 10,040 $4.7M
BKM Wealth Management, LLC 1.94% Reduce -4.4% 10,039 $4.7M
Maxele Advisors, LLC 4.54% Reduce -0.6% 10,026 $4.7M
Evelyn Partners Investment Management Services Ltd 0.77% No change 10,000 $4.7M
Point72 Hong Kong Ltd 0.33% New 10,000 $4.7M
L.M. Kohn & Company 1.22% Reduce -11.2% 9,970 $4.7M
Cornerstone Advisory, LLC 0.55% Add +10.1% 9,711 $4.7M
Post Resch Tallon Group Inc. 4.80% Add +3.9% 9,987 $4.7M
Walleye Capital LLC 0.06% Reduce -91.1% 9,966 $4.7M
Paulson Wealth Management Inc. 1.31% Reduce -11.0% 9,948 $4.7M
Fulton Breakefield Broenniman LLC 0.34% Add +14.8% 9,927 $4.7M
Visionary Wealth Advisors 0.28% Reduce -2.5% 9,909 $4.6M
Winch Advisory Services, LLC 1.23% Reduce -64.3% 9,908 $4.6M
Wealth Watch Advisors, INC 3.75% Reduce -11.3% 9,835 $4.6M
Tyler-Stone Wealth Management 0.83% Reduce -3.9% 9,835 $4.6M
DeDora Capital, Inc. 1.32% Add +0.1% 9,774 $4.6M
Fortitude Family Office, LLC 1.63% Reduce -0.1% 9,698 $4.5M
Ridgeline Wealth Planning, LLC 4.46% Add +1.6% 9,684 $4.5M
Central Pacific Bank - Trust Division 0.66% Reduce -57.2% 9,681 $4.5M
Brueske Advisory Services, LLC 4.29% Reduce -0.6% 9,660 $4.5M
Waterloo Capital, L.P. 0.42% Add +0.8% 9,657 $4.5M
GAMCO Investors 0.05% No change 9,650 $4.5M
Accel Wealth Management 1.63% Add +6.8% 9,645 $4.5M
Independent Advisor Alliance 0.15% Reduce -93.9% 9,641 $4.5M
Zacks Investment Management 0.04% Add +20.3% 9,639 $4.5M
Armstrong Advisory Group, Inc. 0.36% No change 8,841 $4.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.32% Reduce -2.3% 9,617 $4.5M
SkyOak Wealth, LLC 0.99% Reduce -1.6% 9,615 $4.5M
GFG Capital, LLC 1.38% Reduce -0.2% 9,603 $4.5M
Kingstone Capital Partners Texas, LLC 3.62% Reduce -3.3% 9,595 $4.5M
Oakwell Private Wealth Management, LLC 1.24% Reduce -2.6% 9,590 $4.5M
New Wave Wealth Advisors LLC 2.01% Reduce -33.8% 9,571 $4.5M
Valued Retirements, Inc. 5.90% Reduce -3.0% 9,566 $4.5M
PFC Capital Group, Inc. 2.26% Reduce -14.9% 9,561 $4.5M
Cibc World Markets Corp. 0.04% New 9,500 $4.5M
1248 Management, LLC 1.90% Reduce -1.7% 9,485 $4.5M
McKinley Carter Wealth Services, Inc. 0.27% Reduce -1.1% 9,500 $4.5M
Avaii Wealth Management, LLC 2.38% Reduce -4.6% 9,499 $4.5M
Shelton Capital Management 0.11% Reduce -3.1% 9,492 $4.5M
High Falls Advisors, Inc 1.04% Reduce -2.7% 9,488 $4.4M
Cornell Pochily Investment Advisors, Inc. 1.56% Reduce -1.8% 9,457 $4.4M
Courier Capital LLC 0.29% Reduce -2.3% 9,418 $4.4M
CCG Wealth Management, LLC 2.63% Add +10.7% 9,387 $4.4M
Mill Creek Capital Advisors, LLC 0.11% Add +1.4% 9,358 $4.4M
Advisors Preferred, LLC 0.59% Add +4.0% 9,274 $4.4M
FWL Investment Management, LLC 1.63% Reduce -2.2% 9,336 $4.4M
Ascentis Independent Advisors 0.87% Reduce -12.2% 9,335 $4.4M
Transcendent Capital Group LLC 2.46% Reduce -1.6% 9,325 $4.4M
Fiduciary Wealth Partners, LLC 3.78% — 9,320 $4.4M
Montecito Bank & Trust 0.77% Reduce -4.3% 9,277 $4.4M
Cohen Capital Management, Inc. 0.74% Reduce -0.1% 9,276 $4.3M
Robbins Farley 2.31% Add +6.0% 9,268 $4.3M
White Lighthouse Investment Management Inc. 0.77% Reduce -4.6% 9,250 $4.3M
Plancorp, LLC 0.17% Reduce -2.0% 9,248 $4.3M
Searle & Co. 1.23% No change 9,207 $4.3M
XML Financial, LLC 0.40% Add +4.7% 9,198 $4.3M
Signal Advisors Wealth, LLC 0.42% Add +1.8% 9,194 $4.3M
Talon Private Wealth, LLC 0.58% Add +1763.6% 9,113 $4.3M
Clear Point Advisors Inc. 3.87% Reduce -1.7% 9,167 $4.3M
JBR Co Financial Management Inc 2.51% Add +3.9% 9,159 $4.3M
Hancock Whitney Corp. 0.14% Reduce -12.8% 9,155 $4.3M
Objective Capital Management, LLC 5.47% Reduce -5.8% 9,147 $4.3M
City Holding Co. 0.60% Add +13.4% 9,125 $4.3M
Rakuten Securities, Inc. 2.16% Add +32.8% 9,121 $4.3M
Capital Wealth Planning, LLC 0.04% Reduce -41.6% 9,082 $4.3M
Atticus Wealth Management, LLC 1.38% No change 9,029 $4.2M
Capital Analysts, LLC 0.16% Add +12.9% 9,013 $4.2M
First Trust Advisors LP 0.00% Add +655.6% 9,007 $4.2M
Victrix Investment Advisors 2.22% New 9,217 $4.2M
Schmidt P J Investment Management Inc. 0.77% No change 8,994 $4.2M
Founders Financial Alliance, LLC 1.02% Add +230.7% 8,974 $4.2M
Key Client Fiduciary Advisors, LLC 1.94% Add +8.4% 8,957 $4.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.64% Reduce -8.8% 8,954 $4.2M
Journey Strategic Wealth LLC 0.15% Reduce -7.2% 8,945 $4.2M
Royal Capital Wealth Management, LLC 2.93% Add +0.1% 8,906 $4.2M
JFS Wealth Advisors, LLC 0.28% Add +3.2% 8,893 $4.2M
Patriot Investment Management Group, Inc. 0.31% Reduce -1.6% 8,876 $4.2M
Sepio Capital, LP 0.33% Add +20.6% 8,863 $4.2M
Merkkuri Wealth Advisors LLC 3.54% Reduce -25.9% 8,806 $4.1M
Linscomb Wealth, Inc. 0.21% Add +9.0% 8,802 $4.1M
Ironwood Financial, llc 0.88% Reduce -1.8% 8,795 $4.1M
Welch & Forbes LLC 0.05% Reduce -5.8% 8,791 $4.1M
Ashford Capital Management Inc. 0.53% Reduce -11.8% 8,780 $4.1M
Faithward Advisors, LLC 0.72% Add +10.2% 8,776 $4.1M
Retirement Solution LLC 1.16% Reduce -12.5% 8,738 $4.1M
Greenwood Capital Associates LLC 0.55% Add +0.1% 8,714 $4.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.68% Add +7.1% 9,172 $4.1M
Boston Family Office LLC 0.29% Reduce -3.5% 8,685 $4.1M
Members Advisory Group LLC 1.70% Add +0.5% 8,650 $4.1M
Goldstein Advisors, LLC 0.60% Reduce -5.5% 8,677 $4.1M
Kickstand Ventures, Llc. 1.04% Add +268.8% 8,653 $4.1M
Leo Wealth, LLC 0.58% Reduce -68.5% 8,628 $4.0M
First Manhattan Co. Llc. 0.01% Reduce -2.0% 8,607 $4.0M
Eclectic Associates Inc. 1.08% Reduce -7.3% 8,617 $4.0M
NorthCrest Asset Manangement, LLC 0.12% Add +2.4% 8,613 $4.0M
Peoples Bank 2.74% Reduce -4.0% 8,602 $4.0M
Innovative Wealth Building LLC 3.71% Reduce -0.1% 8,576 $4.0M
Vista Investment Partners LLC 1.22% Add +0.3% 8,570 $4.0M
Integrated Investment Consultants, LLC 0.80% Reduce -1.6% 8,552 $4.0M
Quad-Cities Investment Group, LLC 1.98% Reduce -11.1% 8,550 $4.0M
EverSource Wealth Advisors, LLC 0.22% Reduce -8.3% 8,549 $4.0M
First American Trust, FSB 0.37% Add +139.0% 8,536 $4.0M
N.E.W. Advisory Services LLC 0.31% Add +43.3% 8,535 $4.0M
FNY Investment Advisers, LLC 2.49% New 8,524 $4.0M
Titleist Asset Management, LLC 0.46% Add +1.5% 8,500 $4.0M
Lanark Financial, Inc. 0.34% — 8,470 $4.0M
Moneco Advisors, LLC 0.41% Reduce -0.7% 8,464 $4.0M
Fairvoy Private Wealth, LLC 1.09% Reduce -36.3% 8,435 $4.0M
Tru Independence Asset Management 2, LLC 2.96% Add +272.9% 8,432 $4.0M
Advance Capital Management, Inc. 0.19% Add +14.8% 8,398 $3.9M
Family Legacy, Inc. 1.35% Reduce -10.8% 8,391 $3.9M
Prelude Capital Management, LLC 0.40% New 8,382 $3.9M
Camelot Technology Advisors, Inc. 3.63% Add +4.7% 8,372 $3.9M
JMG Financial Group, Ltd. 0.13% Add +10.7% 8,371 $3.9M
Heritage Wealth Partners, LLC 5.97% Reduce -17.4% 8,344 $3.9M
Private Client Services, LLC 1.94% Add +11.9% 8,342 $3.9M
Marino, Stram & Associates LLC 0.87% Reduce -3.7% 8,341 $3.9M
Retirement Guys Formula LLC 1.94% Add +18.9% 8,339 $3.9M
Covenant Asset Management, LLC 0.98% Add +2.8% 8,324 $3.9M
Guardian Wealth Advisors, LLC / NC 0.31% Add +3.3% 8,309 $3.9M
Summit Investment Advisors, Inc. 3.46% Add +1.0% 8,090 $3.9M
Westmount Partners, LLC 1.19% Add +0.8% 8,306 $3.9M
SageView Advisory Group, LLC 0.17% Reduce -0.8% 8,297 $3.9M
Purus Wealth Management, LLC 1.65% Reduce -1.9% 8,284 $3.9M
Realta Investment Advisors 1.77% Reduce -9.2% 8,274 $3.9M
Tandem Financial, LLC 4.21% Add +1.5% 8,225 $3.9M
Ignite Planners, LLC 0.75% Add +85.3% 7,989 $3.8M
Riverbend Wealth Management, LLC 3.43% Add +0.3% 8,172 $3.8M
Sharper & Granite LLC 1.58% Reduce -2.2% 8,160 $3.8M
CMT Capital Markets Trading GmbH 1.58% Add +378.8% 8,159 $3.8M
Calamos Wealth Management LLC 0.19% Add +51.5% 8,128 $3.8M
Twin Peaks Wealth Advisors, LLC 1.73% Reduce -15.4% 8,292 $3.8M
Elm3 Financial Group, LLC 3.33% Reduce -19.9% 8,088 $3.8M
Bramshill Investments, LLC 0.39% Add +6.6% 8,082 $3.8M
Elite Wealth Management, Inc. 1.09% Reduce -31.5% 8,052 $3.8M
Point72 Asset Management 0.01% Add +7950.0% 8,050 $3.8M
Balboa Wealth Partners 0.91% Reduce -12.9% 8,037 $3.8M
Macroview Investment Management LLC 3.54% Add +2.6% 8,020 $3.8M
Gateway Wealth Partners, LLC 0.84% Add +8.9% 8,016 $3.8M
Zhang Financial LLC 0.20% Add +32.4% 8,002 $3.8M
BayBridge Capital Group, LLC 2.70% Add +72.6% 7,995 $3.7M
DKM Wealth Management, Inc. 3.63% Add +8.3% 7,983 $3.7M
Taylor & Morgan Wealth Management, LLC 2.82% Add +0.1% 7,975 $3.7M
EFG Asset Management (Americas) Corp. 0.75% New 7,945 $3.7M
Omega Financial Group, LLC 1.43% Reduce -5.7% 7,939 $3.7M
Defined Wealth Management, LLC 2.48% Reduce -0.4% 7,881 $3.7M
First National Trust Co 0.15% Add +7.2% 7,859 $3.7M
Crew Capital Management, Ltd 3.01% Add +25.5% 7,857 $3.7M
Aprio Wealth Management, LLC 0.46% Add +3.5% 7,841 $3.7M
Huntleigh Advisors, Inc. 0.61% Add +6.4% 7,839 $3.7M
Reliant Investment Partners, LLC 3.73% Reduce -1.9% 7,800 $3.7M
Simplicity Wealth,LLC 0.28% Add +38.0% 7,783 $3.6M
Greykasell Wealth Strategies, Inc. 1.95% Add +8.4% 7,782 $3.6M
Triumph Capital Management 1.21% Reduce -11.2% 7,770 $3.6M
Coastal Bridge Advisors, LLC 0.52% Add +137.4% 7,769 $3.6M
Three Magnolias Financial Advisors, LLC 3.08% Add +17.9% 7,759 $3.6M
Iron Gate Global Advisors LLC 0.50% Add +30.6% 7,734 $3.6M
TFB Advisors LLC 1.05% Add +12.5% 7,743 $3.6M
AlphaCore Capital LLC 0.31% New 7,703 $3.6M
GSG Advisors LLC 1.18% Add +8.2% 7,726 $3.6M
Bernard Wealth Management Corp. 1.76% Reduce -0.7% 7,666 $3.6M
Levin Capital Strategies, L.P. 0.38% No change 7,659 $3.6M
Greenfield Savings Bank 1.76% Add +2.1% 7,642 $3.6M
Ayalon Insurance Comp Ltd. 1.15% Add +1.4% 7,621 $3.6M
Rakuten Investment Management, Inc. 0.02% — 7,629 $3.6M
MCF Advisors LLC 0.26% Add +5.3% 7,618 $3.6M
Centric Wealth Management 0.94% Reduce -8.0% 7,588 $3.6M
CWA Asset Management Group, LLC 0.17% Add +19.1% 7,559 $3.5M
Joule Financial, LLC 1.24% Add +1.1% 7,553 $3.5M
Advisors Management Group Inc. 0.77% Add +16.4% 7,532 $3.5M
Uptick Partners, LLC 1.20% Add +11.8% 7,531 $3.5M
Byrne Financial Freedom, LLC 2.00% Add +2.5% 7,517 $3.5M
Clark Asset Management, LLC 0.59% Add +28.8% 7,508 $3.5M
Capital Asset Advisory Services LLC 0.18% Add +1.7% 7,387 $3.5M
Warm Springs Advisors Inc. 3.53% Add +1.2% 7,487 $3.5M
Lam Group, Inc. 2.58% No change 7,475 $3.5M
NCP Inc. 4.73% Add +13.7% 7,475 $3.5M
Castle Wealth Management LLC 1.37% Reduce -1.8% 7,459 $3.5M
Fourth Dimension Wealth, LLC 1.69% Add +0.3% 7,461 $3.5M
Clayton Financial Group LLC 1.28% No change 7,445 $3.5M
Game Plan Financial Advisors, LLC 1.96% Reduce -0.8% 7,436 $3.5M
Kensington Investment Counsel, LLC 1.54% Add +16.0% 7,402 $3.5M
Aspen Capital Management, LLC 1.11% — 7,392 $3.5M
SMART Wealth LLC 1.24% Reduce -51.5% 7,378 $3.5M
Montz Harcus Wealth Management LLC 1.89% No change 7,370 $3.5M
Becker Capital Management Inc. 0.11% Add +60.4% 7,357 $3.5M
Parkside Financial Bank & Trust 0.44% Add +3.3% 7,358 $3.5M
Guidance Capital, Inc. 1.05% Add +7.4% 7,048 $3.4M
American Century Companies Inc. 0.00% New 7,340 $3.4M
Geneva Partners, LLC 1.77% Add +2.7% 7,333 $3.4M
Alterna Wealth Management, Inc. 2.61% Add +9.8% 7,326 $3.4M
Strait & Sound Wealth Management LLC 1.59% Add +13.9% 7,301 $3.4M
Sapient Capital LLC 0.07% Add +10.8% 7,274 $3.4M
Leelyn Smith, LLC 0.61% Reduce -11.4% 7,271 $3.4M
Rothschild Wealth LLC 0.96% Add +12.4% 7,270 $3.4M
Advisor OS, LLC 0.39% Add +32.1% 7,270 $3.4M
Keebeck Wealth Management 0.50% Reduce -5.6% 7,225 $3.4M
Tudor Financial Inc. 2.03% Reduce -0.5% 7,216 $3.4M
YHB Investment Advisors, Inc. 0.28% Add +6.7% 7,190 $3.4M
Ramiah Investment Group 3.21% Reduce -64.5% 7,154 $3.4M
Lakeshore Financial Planning, Inc. 1.40% Add +0.1% 7,148 $3.4M
Opinicus Capital, Inc. 2.96% Reduce -3.7% 7,142 $3.3M
Woodmont Investment Counsel LLC 0.24% Add +1.6% 7,119 $3.3M
Blue Bell Private Wealth Management, LLC 0.63% Reduce -0.1% 7,101 $3.3M
J. Safra Sarasin Holding AG 0.06% Reduce -37.3% 7,088 $3.3M
Pasadena Private Wealth, LLC 0.64% Add +48.1% 7,087 $3.3M
Marco Investment Management LLC 0.31% Reduce -8.9% 7,063 $3.3M
Clark Financial Services Group Inc. 2.29% Reduce -0.6% 7,058 $3.3M
Callan Family Office, LLC 0.25% Add +87.0% 7,037 $3.3M
WealthPlan Investment Management, LLC 0.32% Add +5.8% 7,016 $3.3M
Strategies Wealth Advisors, LLC 0.40% Reduce -16.4% 7,015 $3.3M
Retirement Investment Advisors, Inc. 0.33% Reduce -1.5% 7,011 $3.3M
Guggenheim Capital LLC 0.03% Add +20.8% 6,981 $3.3M
Essex Bank 0.80% Reduce -0.5% 6,975 $3.3M
Beaton Management Co. Inc. 1.70% Add +0.2% 6,972 $3.3M
Polymer Capital Management (HK) LTD 0.57% Add +18.7% 6,967 $3.3M
Independence Bank of Kentucky 0.51% Add +17.3% 6,963 $3.3M
Noked Israel Ltd 0.75% No change 6,940 $3.3M
United Capital Management of KS, Inc. 0.67% Reduce -6.3% 6,932 $3.3M
BCS Wealth Management 0.83% Reduce -18.5% 6,920 $3.2M
Bordeaux Wealth Advisors LLC 0.60% Reduce -10.4% 6,910 $3.2M
Journey Advisory Group, LLC 0.27% New 6,909 $3.2M
Drexel Morgan & Co. 0.68% No change 6,900 $3.2M
Summit X, LLC 0.68% Add +7.7% 6,892 $3.2M
Kane Investment Management, Inc. 1.56% Add +18.7% 6,881 $3.2M
Harbor Investment Advisory, LLC 0.31% Add +0.5% 6,857 $3.2M
Smith Anglin Financial, LLC 0.34% Reduce -3.0% 6,840 $3.2M
Ellerson Group Inc. 2.55% Reduce -2.0% 6,829 $3.2M
Bracebridge Capital, LLC 2.21% New 6,810 $3.2M
Kaydan Wealth Management, Inc. 1.02% Add +0.8% 6,786 $3.2M
Codex Capital Asset Management L.L.C. 1.50% No change 6,780 $3.2M
Finward Bancorp 2.75% Add +1.0% 6,767 $3.2M
Sterling Financial Planning, Inc. 1.15% Add +1.8% 6,760 $3.2M
Keeley-Teton Advisors, LLC 0.38% Reduce -2.2% 6,747 $3.2M
Kanawha Capital Management LLC 0.25% Add +19.3% 6,733 $3.2M
Signaturefd, LLC 0.06% Reduce -2.0% 6,726 $3.2M
Sawgrass Asset Management LLC 0.39% Reduce -17.5% 6,721 $3.2M
Alpha Financial Partners LLC 2.52% Add +6.1% 6,709 $3.1M
Schechter Investment Advisors, LLC 0.26% Add +21.2% 6,689 $3.1M
Catalyst Capital Advisors LLC 0.06% Add +0.2% 6,683 $3.1M
Private Wealth Asset Management, LLC 0.45% — 6,681 $3.1M
Optimist Retirement Group LLC 1.57% Add +0.2% 6,673 $3.1M
GGM Financial LLC 2.13% Reduce -4.5% 6,650 $3.1M
Foguth Wealth Management, LLC. 0.75% Reduce -8.6% 6,634 $3.1M
Consolidated Portfolio Review Corp 0.50% Reduce -3.5% 6,627 $3.1M
New England Asset Management Inc. 0.53% New 6,627 $3.1M
Fortitude Financial, LLC 2.95% Reduce -96.0% 6,607 $3.1M
Seamount Financial Group Inc. 2.11% Add +10.9% 6,599 $3.1M
Hardy Reed LLC 0.27% Reduce -3.0% 6,575 $3.1M
Cascade Financial Partners, LLC 0.39% Add +16.7% 6,565 $3.1M
Silverlake Wealth Management LLC 1.18% Reduce -0.7% 6,551 $3.1M
Frisch Financial Group, Inc. 0.86% Reduce -2.6% 6,536 $3.1M
Strategic Family Wealth Counselors, L.L.C. 1.00% Reduce -0.8% 6,540 $3.1M
Fishman Jay A Ltd. 0.33% No change 6,530 $3.1M
Toth Financial Advisory Corp. 0.37% Reduce -9.0% 6,486 $3.0M
Nvest Financial, LLC 1.63% Add +1.4% 6,475 $3.0M
Baker Ellis Asset Management LLC 0.44% Reduce -1.5% 6,455 $3.0M
Ategra Capital Management, LLC 2.44% Reduce -23.7% 6,439 $3.0M
Home Federal Bank of Tennessee 0.89% Add +31.4% 6,436 $3.0M
Wealth Group Ltd 0.88% Add +305.2% 6,419 $3.0M
Yarger Wealth Strategies, LLC 1.75% Add +75.4% 6,412 $3.0M
FSC Wealth Advisors, LLC 1.97% Add +1.8% 6,400 $3.0M
Howard Capital Management Group, LLC 0.23% No change 6,395 $3.0M
Paladin Advisory Group, LLC 2.40% Reduce -1.2% 6,389 $3.0M
Verdence Capital Advisors LLC 0.23% Add +12.0% 6,388 $3.0M
Aster Capital Management (DIFC) Ltd 0.55% New 5,893 $3.0M
Montag A & Associates Inc. 0.15% Add +9.3% 6,343 $3.0M
Simon Quick Advisors, LLC 0.17% Add +49.3% 6,329 $3.0M
Argent Trust Co 0.12% Add +33.6% 6,304 $3.0M
Obsidian Cio, LLC 0.48% Add +58.6% 6,293 $3.0M
SeaBridge Investment Advisors LLC 0.64% Add +1.6% 6,283 $2.9M
RPG Investment Advisory, LLC 0.21% Add +105.8% 6,282 $2.9M
Tandem Investment Partners LLC 2.90% Reduce -30.7% 6,267 $2.9M
Greystone Financial Group, LLC 0.53% Reduce -5.2% 6,236 $2.9M
Apollon Financial, LLC 0.69% Reduce -4.8% 6,215 $2.9M
Thrive Capital Management, LLC 1.74% Reduce -43.4% 6,213 $2.9M
Saxon Interests, Inc. 1.36% Add +5.3% 6,193 $2.9M
Ameriflex Group, Inc. 1.19% Add +18.1% 6,181 $2.9M
Fort Point Capital Partners LLC 0.32% Reduce -11.3% 6,180 $2.9M
LBMC Investment Advisors, LLC 0.23% Add +1.6% 6,180 $2.9M
Altfest L J & Co. Inc. 0.36% Reduce -85.1% 6,172 $2.9M
Harmony Asset Management LLC 1.21% Reduce -6.2% 6,153 $2.9M
BankPlus Trust Department 0.96% Reduce -1.1% 6,152 $2.9M
Second Half Financial Partners, LLC 1.43% Reduce -0.7% 6,148 $2.9M
Brandywine Oak Private Wealth LLC 0.28% Add +0.4% 6,144 $2.9M
Nomura Asset Management Co. Ltd. 0.01% Reduce -0.4% 6,135 $2.9M
Affinity Capital Advisors, LLC 0.57% Add +18.6% 6,327 $2.9M
NorthStar Asset Management LLC 1.80% Add +5.6% 6,130 $2.9M
Keudell/Morrison Wealth Management 0.68% Add +3.1% 6,126 $2.9M
NovaPoint Capital, LLC 0.88% Add +0.4% 6,120 $2.9M
Fort Sheridan Advisors LLC 0.43% Add +3.2% 6,110 $2.9M
River Wealth Advisors LLC 0.40% Reduce -1.2% 6,108 $2.9M
Alta Wealth Advisors LLC 1.31% Reduce -7.4% 6,075 $2.8M
Lavaca Capital LLC 1.30% Reduce -12.3% 6,074 $2.8M
Stillwater Wealth Management Group 2.46% Reduce -10.2% 6,058 $2.8M
Mizuho Markets Americas LLC 0.06% Add +2.8% 6,055 $2.8M
Sonora Investment Management Group, LLC 0.23% Add +18.5% 6,051 $2.8M
Unique Wealth Strategies, LLC 1.29% Add +0.2% 6,049 $2.8M
Secure Asset Management, LLC 0.57% Add +5.5% 6,049 $2.8M
SlateStone Wealth, LLC 0.28% Add +9.2% 6,046 $2.8M
Peddock Capital Advisors, LLC 0.71% Reduce -2.7% 6,019 $2.8M
Banco BTG Pactual S.A. 0.70% New 6,018 $2.8M
CI Investments Inc. 0.01% New 6,000 $2.8M
Warberg Asset Management LLC 11.95% Add +100.0% 6,000 $2.8M
Kelleher Financial Advisors 1.12% Add +10.9% 5,996 $2.8M
Evelyn Partners Investment Management LLP 0.09% Add +502.5% 5,995 $2.8M
Keystone Financial Services, LLC 2.37% Add +5.5% 5,958 $2.8M
Fortress Financial Group, LLC 2.78% Add +2.0% 5,943 $2.8M
Bright Financial Advisors, Inc. 1.71% Reduce -9.0% 5,940 $2.8M
Wagner Wealth Management, LLC 0.69% Reduce -3.4% 5,938 $2.8M
CWC Advisors, LLC. 1.58% Add +413.9% 5,931 $2.8M
Marmo Financial Group, LLC 1.52% Add +6.6% 5,927 $2.8M
Lifeworks Advisors, LLC 0.46% Reduce -44.2% 5,911 $2.8M
Denver Wealth Management, Inc. 1.26% Add +3.0% 5,910 $2.8M
Pacific Sun Financial Corp 1.57% Add +2.8% 5,900 $2.8M
Mitchell McLeod Pugh & Williams Inc. 0.57% Reduce -0.1% 5,899 $2.8M
Aspiriant, LLC 0.10% Add +17.1% 5,893 $2.8M
Milestone Asset Management, LLC 0.59% Add +30.5% 5,880 $2.8M
Salem Investment Counselors Inc. 0.10% Add +0.8% 5,867 $2.8M
Diversified Enterprises, LLC 0.23% Add +12.1% 5,875 $2.8M
LeClair Wealth Partners LLC 1.98% Reduce -0.4% 5,873 $2.8M
Castle Rock Wealth Management, LLC 0.74% Reduce -0.6% 5,828 $2.7M
HF Advisory Group, LLC 1.20% Add +1.4% 5,846 $2.7M
Florida Trust Wealth Management Co 0.09% Reduce -2.2% 5,836 $2.7M
German American Bancorp, Inc. 0.29% Add +56.3% 5,830 $2.7M
Independent Wealth Network Inc. 1.09% Reduce -0.8% 5,813 $2.7M
First Citizens Bank & Trust Co. 0.07% Reduce -3.4% 5,813 $2.7M
WealthTrust Asset Management, LLC 2.02% Reduce -62.1% 5,813 $2.7M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.80% Add +123.7% 5,764 $2.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -3.0% 5,796 $2.7M
Koss-Olinger Consulting, LLC 0.23% New 5,788 $2.7M
PCG Wealth Advisors, LLC 0.95% Reduce -0.1% 5,781 $2.7M
Helium Advisors LLC 1.97% Add +23.1% 5,770 $2.7M
Rothschild Investment LLC 0.18% Add +1.0% 5,768 $2.7M
Aviance Capital Partners, LLC 0.38% Reduce -2.5% 5,759 $2.7M
Higgins & Schmidt Wealth Strategies LLC 1.59% Reduce -2.5% 5,752 $2.7M
Kapstone Financial Advisors LLC 1.52% Add +15.0% 5,747 $2.7M
Annex Advisory Services, LLC 0.08% Reduce -2.2% 5,743 $2.7M
Investmark Advisory Group LLC 1.33% Reduce -2.0% 5,736 $2.7M
Tanglewood Legacy Advisors, LLC 1.18% No change 5,731 $2.7M
Investment Advisory Group, LLC 0.90% Add +3.8% 5,706 $2.7M
Napatree Capital LLC 1.50% Reduce -8.1% 5,698 $2.7M
Cyndeo Wealth Partners, LLC 0.18% Add +69.7% 5,695 $2.7M
Veridan Wealth LLC 1.21% Add +28.3% 5,691 $2.7M
Oxford Financial Group, LTD. LLC 0.19% Add +0.4% 5,673 $2.7M
Columbia River Financial Group, LLC 1.78% Reduce -4.0% 5,671 $2.7M
Amitell Capital Pte Ltd 2.05% New 5,661 $2.7M
LWM Advisory Services, LLC 1.83% Add +3.8% 5,621 $2.6M
Capital Group Private Client Services, Inc. 0.03% Add +24.8% 5,623 $2.6M
Full Sail Capital, LLC 0.17% Add +287.2% 5,622 $2.6M
Aristides Capital LLC 0.98% No change 5,610 $2.6M
Sierra Summit Advisors LLC 0.57% New 5,599 $2.6M
Compass Financial Group, INC 0.49% Reduce -1.9% 5,574 $2.6M
Raab & Moskowitz Asset Management LLC 0.66% Reduce -0.4% 5,570 $2.6M
Wisconsin Wealth Advisors, LLC 3.75% Add +3.8% 5,568 $2.6M
Cladis Investment Advisory, LLC 1.89% Reduce -1.1% 5,561 $2.6M
Rainier Family Wealth Inc. 3.07% Add +38.4% 5,553 $2.6M
Panoramic Investment Advisors, LLC 1.75% Reduce -0.3% 5,540 $2.6M
Congress Park Capital LLC 0.98% Reduce -12.7% 5,539 $2.6M
SP Asset Management LLC 0.23% No change 5,535 $2.6M
Christensen, King & Associates Investment Services, Inc. 1.22% Reduce -1.0% 5,211 $2.6M
Kesler, Norman & Wride, LLC 0.49% Add +3.8% 5,476 $2.6M
Madison Park Capital Advisors, LLC 2.25% Reduce -1.4% 5,464 $2.6M
Bulltick Wealth Management, LLC 0.68% Reduce -16.1% 5,454 $2.6M
Personal Cfo Solutions, LLC 0.52% Add +2.2% 5,428 $2.5M
Bluespring Wealth Management, LLC 0.26% Add +1.0% 5,419 $2.5M
Sequent Planning LLC 0.92% Add +0.9% 5,420 $2.5M
Manchester Capital Management LLC 0.31% Add +64.3% 5,417 $2.5M
FSM Wealth Advisors, LLC 0.57% Add +27.4% 5,400 $2.5M
Tritonpoint Wealth, LLC 0.24% Add +5.2% 5,379 $2.5M
Barnes Wealth Management Group, Inc 1.62% Reduce -12.8% 5,386 $2.5M
FC Advisory LLC 0.85% Reduce -0.9% 5,373 $2.5M
Pursue Wealth Partners LLC 1.53% Add +0.6% 5,361 $2.5M
Dopkins Wealth Management, LLC 1.28% No change 5,358 $2.5M
Capital Wealth Alliance, LLC 1.50% Reduce -3.9% 5,357 $2.5M
Midwest Professional Planners, LTD. 0.78% Add +2.0% 5,349 $2.5M
Westfuller Advisors, LLC 1.67% Add +4.1% 5,333 $2.5M
Saxony Capital Management, LLC 2.20% Reduce -12.3% 5,337 $2.5M
KKM Financial LLC 1.05% No change 5,317 $2.5M
Cypress Wealth Services, LLC 0.50% Reduce -2.4% 5,300 $2.5M
SoundView Advisors Inc. 1.03% Add +0.3% 5,301 $2.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 5,465 $2.5M
Waters Parkerson & Co., LLC 0.13% Add +4.1% 5,276 $2.5M
Cora Capital Advisors LLC 1.18% Reduce -0.4% 5,268 $2.5M
Stephens Consulting, LLC 0.62% Reduce -3.2% 5,241 $2.5M
King Luther Capital Management Corp. 0.01% Reduce -27.6% 5,225 $2.5M
Avidian Wealth Enterprises, LLC 0.11% Reduce -1.7% 5,224 $2.4M
Morton Capital Management LLC 0.47% Add +17.8% 5,223 $2.4M
Black Diamond Financial, LLC 0.37% New 5,214 $2.4M
Prairie Sky Financial Group LLC 1.45% Add +34.8% 5,212 $2.4M
First Interstate Bank 0.15% New 5,209 $2.4M
QTR Family Wealth, LLC 1.84% — 5,201 $2.4M
Cloud Capital Management, LLC 1.73% — 5,198 $2.4M
Valley National Advisers Inc. 0.44% Add +224.1% 5,176 $2.4M
United Advisor Group, LLC 0.50% Add +0.9% 5,172 $2.4M
Fiduciary Trust Co 0.03% No change 5,166 $2.4M
Carl P. Sherr & Co., LLC 1.32% Reduce -1.0% 5,149 $2.4M
Capital Planning Advisors, LLC 0.37% No change 5,140 $2.4M
Noble Wealth Management PBC 1.65% Reduce -10.8% 5,139 $2.4M
Bank of Marin 3.06% Add +18.0% 5,123 $2.4M
Mayflower Financial Advisors, LLC 0.37% Reduce -1.6% 5,122 $2.4M
Cahill Financial Advisors Inc. 0.33% Add +1.9% 5,118 $2.4M
Lauterbach Financial Advisors, LLC 1.49% Reduce -20.6% 5,108 $2.4M
Mattern Capital Management, LLC 0.30% No change 5,107 $2.4M
Total Clarity Wealth Management, Inc. 0.78% No change 4,666 $2.4M
Asset Dedication, LLC 0.19% Add +6.7% 5,086 $2.4M
Westwood Wealth Management 1.03% Reduce -1.7% 5,080 $2.4M
Semus Wealth Partners LLC 1.66% Add +1.0% 5,069 $2.4M
Benedict Financial Advisors Inc. 0.55% Reduce -8.3% 5,063 $2.4M
Revolve Wealth Partners, LLC 0.34% Reduce -3.9% 5,054 $2.4M
Smith Thornton Advisors LLC 1.47% Reduce -3.6% 5,051 $2.4M
Brookwood Investment Group LLC 0.41% — 5,048 $2.4M
OxenFree Capital LLC 1.80% Reduce -0.4% 5,462 $2.4M
TCI Wealth Advisors, Inc. 0.19% Add +4.0% 5,030 $2.4M
Delta Investment Management, LLC 0.47% Reduce -6.5% 5,004 $2.3M
Compass Financial Services Inc 1.23% Add +0.4% 5,001 $2.3M
Allie Family Office LLC 1.29% Reduce -3.0% 4,992 $2.3M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -4.9% 4,984 $2.3M
Astoria Portfolio Advisors LLC. 0.79% Add +3.7% 5,124 $2.3M
Edge Financial Advisors LLC 1.47% Add +11.4% 4,967 $2.3M
Inscription Capital, LLC 0.38% — 5,231 $2.3M
Samalin Investment Counsel, LLC 0.94% Reduce -9.3% 4,924 $2.3M
Adero Partners, LLC 0.15% Add +1.3% 4,923 $2.3M
Red Crane Wealth Management, LLC 2.20% Add +1.0% 4,907 $2.3M
NWK Group, Inc. 1.05% Reduce -1.0% 4,901 $2.3M
Global Wealth Strategies & Associates 0.70% Reduce -1.1% 4,900 $2.3M
Cadence Bank 0.16% Add +5.6% 4,897 $2.3M
Fulton Bank, N.A. 0.09% Add +2.3% 4,895 $2.3M
LaSalle St. Investment Advisors, LLC 0.54% Add +14.2% 4,877 $2.3M
Proactive Wealth Strategies LLC 1.22% Add +70.7% 4,872 $2.3M
Tidemark, LLC 0.84% Reduce -1.1% 4,859 $2.3M
Hayek Kallen Investment Management 0.84% Add +0.7% 4,839 $2.3M
Symphony Financial Services, Inc. 1.48% Reduce -2.0% 4,828 $2.3M
1ST Source Bank 0.13% Add +1.8% 4,822 $2.3M
LongView Asset Management LLC 1.94% No change 4,813 $2.3M
Davis Investment Partners, LLC 1.00% Reduce -1.5% 4,931 $2.3M
One Day In July LLC 0.23% Add +4.5% 4,810 $2.3M
Forum Financial Management, LP 0.04% Reduce -9.9% 4,805 $2.3M
Manske Wealth Management 0.85% Add +22.4% 4,782 $2.2M
Fairview Capital Investment Management, LLC 0.12% Reduce -2.0% 4,768 $2.2M
Adamsbrown Wealth Consultants LLC 0.70% Add +3.1% 4,761 $2.2M
Elevated Capital Advisors, LLC 0.62% Reduce -3.2% 4,755 $2.2M
Oxbow Advisors, LLC 0.24% Reduce -4.2% 4,746 $2.2M
Dash Acquisitions Inc. 0.50% Add +8.1% 4,314 $2.2M
Yelin Lapidot Holdings Management Ltd. 0.43% Reduce -32.4% 4,738 $2.2M
Mirador Capital Partners LP 0.39% Add +0.2% 4,731 $2.2M
Glassman Wealth Services 0.37% No change 4,728 $2.2M
Pinnacle Wealth Planning Services, Inc. 0.33% Add +39.8% 4,727 $2.2M
Elequin Capital, LP 0.58% Add +2553.9% 4,724 $2.2M
State of Wisconsin Investment Board 0.01% Add +2.9% 4,720 $2.2M
Kentucky Trust Co 1.31% Add +1.3% 4,714 $2.2M
Michels Family Financial, LLC 2.00% Add +10.6% 4,709 $2.2M
Financial Management Network Inc. 0.50% Reduce -0.6% 5,203 $2.2M
Physician Wealth Advisors, Inc. 0.38% Add +1.6% 4,691 $2.2M
Opulen Financial Group LLC 2.00% Reduce -0.5% 4,689 $2.2M
Hantz Financial Services, Inc. 0.04% Add +93.4% 4,686 $2.2M
Trust Co 0.26% Reduce -38.1% 4,687 $2.2M
Lionshead Wealth Management, LLC 2.28% Add +6.9% 4,676 $2.2M
Compass Capital Corp. /Ma/ 1.14% Add +17.2% 4,652 $2.2M
Victory Financial Group, LLC 0.41% Add +2.0% 4,607 $2.2M
Kaizen Financial Strategies 1.25% Reduce -5.2% 4,600 $2.2M
LFA - Lugano Financial Advisors SA 1.47% Reduce -6.3% 4,599 $2.2M
Wellspring Financial Advisors, LLC 0.24% No change 1,436,114 $2.2M
Great Lakes Advisors, LLC 0.02% Add +50.5% 4,558 $2.1M
Fairscale Capital, LLC 1.93% Add +5.7% 4,550 $2.1M
Accredited Investors Inc. 0.13% Add +3.1% 4,547 $2.1M
Venturi Wealth Management, LLC 0.11% Reduce -2.4% 4,537 $2.1M
Litman Gregory Wealth Management LLC 0.18% Add +224.0% 4,516 $2.1M
Lyell Wealth Management, LP 0.20% Add +5.9% 4,489 $2.1M
Heritage Investors Management Corp. 0.07% Reduce -12.4% 4,474 $2.1M
Triglav Investments, D.O.O. 0.18% Reduce -1.2% 4,473 $2.1M
Accurate Wealth Management, LLC 0.40% Add +7.5% 4,609 $2.1M
WoodTrust Financial Corp 0.29% Reduce -13.1% 4,464 $2.1M
Kraft, Davis & Associates, LLC 0.67% Reduce -29.9% 4,697 $2.1M
Pinkerton Wealth, LLC 0.27% Reduce -43.8% 4,432 $2.1M
Moss Adams Wealth Advisors LLC 0.22% Add +1.1% 4,423 $2.1M
First Citizens Financial Corp 1.17% Add +3.5% 4,416 $2.1M
McDonald Partners LLC 0.54% Add +5.0% 4,406 $2.1M
FSA Advisors, Inc. 1.64% Add +70.6% 4,406 $2.1M
Chapin Davis, Inc. 0.70% Add +51.5% 4,398 $2.1M
Prospera Capital Management, LLC 1.33% New 4,384 $2.1M
Pathway Financial Advisors LLC 0.37% No change 4,385 $2.1M
North Capital, Inc. 1.94% — 4,381 $2.1M
Hummer Financial Advisory Services Inc 1.67% No change 4,366 $2.1M
MSH Capital Advisors LLC 0.63% Reduce -11.5% 4,366 $2.0M
Advanced Asset Management Advisors Inc 0.56% Reduce -16.1% 4,361 $2.0M
Fortitude Advisory Group L.L.C. 1.47% Reduce -19.4% 4,599 $2.0M
Burney Co./ 0.07% Reduce -3.6% 4,353 $2.0M
Walker Financial Services, Inc. 1.07% Reduce -8.1% 4,345 $2.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -11.3% 4,335 $2.0M
WFA Asset Management Corp 1.06% Reduce -42.1% 4,577 $2.0M
Meridian Investment Counsel Inc. 0.60% Reduce -6.3% 4,323 $2.0M
Mainsail Financial Group, LLC 1.15% Add +5.8% 4,323 $2.0M
MinichMacGregor Wealth Management, LLC 0.45% Add +1.5% 4,316 $2.0M
Stonebridge Financial Group, LLC 0.21% Add +0.1% 4,292 $2.0M
Eagle Strategies LLC 0.35% Add +8.2% 4,268 $2.0M
Ridgecrest Wealth Partners, LLC 1.05% Add +4.1% 4,267 $2.0M
Van Hulzen Asset Management, LLC 0.18% Add +5.1% 4,263 $2.0M
Glenview Trust Co 0.04% Reduce -1.3% 4,259 $2.0M
Cutter & CO Brokerage, Inc. 0.47% Reduce -20.6% 4,253 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 1.01% Add +1.8% 4,251 $2.0M
Manhattan West Asset Management, LLC 0.51% Add +2.7% 4,237 $2.0M
Financial Futures Ltd Liability Co. 1.13% Reduce -10.0% 4,237 $2.0M
Procyon Advisors, LLC 0.12% Add +8.9% 4,224 $2.0M
PBMares Wealth Management LLC 0.40% Add +2.8% 4,223 $2.0M
Jasper Ridge Partners, L.P. 0.06% Add +29.3% 4,211 $2.0M
Mathes Company, Inc. 0.81% No change 4,210 $2.0M
Awm Capital, LLC 0.23% New 4,196 $2.0M
Peregrine Asset Advisers, Inc. 0.74% Add +7.4% 4,198 $2.0M
Private Capital Advisors, Inc. 0.23% Add +45.9% 4,182 $2.0M
Northern Financial Advisors Inc 1.62% No change 4,177 $2.0M
Infinity Wealth Counsel, LLC 2.11% Add +3.3% 4,171 $2.0M
Able Wealth Management LLC 1.16% Add +6260.7% 37,910 $2.0M
American Money Management, LLC 0.37% Reduce -4.0% 4,153 $1.9M
Weatherly Asset Management L. P. 0.17% Reduce -3.2% 4,138 $1.9M
Vertex Planning Partners, LLC 0.42% Reduce -3.6% 4,136 $1.9M
Investment Partners Asset Management, Inc. 1.52% Add +29.4% 4,124 $1.9M
UMB Bank, n.a. 0.03% No change 4,116 $1.9M
Clarity Capital Partners LLC 0.78% Reduce -0.9% 4,114 $1.9M
J. L. Bainbridge & Co., Inc. 0.20% Add +0.0% 4,109 $1.9M
Russell Investments Group, Ltd. 0.00% Add +42.7% 4,093 $1.9M
Valtinson Bruner Financial Planning LLC 0.65% Reduce -0.6% 4,091 $1.9M
Nova Wealth Management, Inc. 1.66% Reduce -15.5% 4,089 $1.9M
Cypress Asset Management Inc. 0.51% Add +9.9% 4,087 $1.9M
River Street Advisors LLC 0.95% Add +406.3% 4,081 $1.9M
Apella Capital, LLC 0.07% Add +7.1% 4,074 $1.9M
Plante Moran Financial Advisors, LLC 0.16% Add +5.2% 4,039 $1.9M
Perennial Advisors, LLC 0.38% Reduce -2.1% 4,039 $1.9M
Old National Bancorp 0.05% Add +7.1% 4,036 $1.9M
Ingalls & Snyder LLC 0.06% Add +14.3% 4,031 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.25% Add +13.4% 4,027 $1.9M
ProVise Management Group, LLC 0.16% Reduce -8.2% 4,026 $1.9M
JFG Wealth Management, LLC 0.43% Reduce -1.0% 4,026 $1.9M
GeoWealth Management, LLC 0.08% Reduce -83.9% 4,025 $1.9M
Cardinal Point Capital Management ULC 0.17% Add +3.0% 4,017 $1.9M
WMG Financial Advisors, LLC 0.80% Reduce -8.9% 4,021 $1.9M
Insight Wealth Strategies, LLC 0.25% Reduce -1.5% 4,020 $1.9M
Resonant Capital Advisors, LLC 0.13% No change 4,010 $1.9M
Patten & Patten Inc. 0.13% Add +4.4% 4,011 $1.9M
Flavin Financial Services, Inc. 1.73% Add +7.5% 4,006 $1.9M
First Commonwealth Financial Corp 0.44% Add +6.8% 4,004 $1.9M
CVFG LLC 1.71% Reduce -3.9% 4,003 $1.9M
CFS Investment Advisory Services, LLC 0.17% No change 4,003 $1.9M
Clearbridge Investments, LLC 0.00% New 3,999 $1.9M
Tower Wealth Partners, Inc. 1.00% Reduce -1.2% 3,997 $1.9M
McClarren Financial Advisors, Inc. 1.24% New 6,808 $1.9M
GAMMA Investing LLC 0.14% Add +19.2% 3,992 $1.9M
WealthShield Partners, LLC 0.24% Add +286.0% 3,972 $1.9M
Fifth Third Wealth Advisors LLC 0.10% Add +0.1% 3,959 $1.9M
Gold Investment Management Ltd. 0.78% Reduce -4.2% 3,953 $1.9M
Patrick M Sweeney & Associates, Inc. 1.38% No change 3,931 $1.8M
Cornerstone Wealth Group, LLC 0.15% Reduce -4.6% 3,930 $1.8M
Premier Path Wealth Partners, LLC 0.29% Reduce -1.6% 3,930 $1.8M
Broadleaf Partners, LLC 0.48% Add +0.9% 3,927 $1.8M
Roman Butler Fullerton & Co. 0.72% Reduce -52.5% 4,007 $1.8M
Naples Global Advisors, LLC 0.17% Add +8.8% 3,904 $1.8M
Park Square Financial Group, LLC 1.46% Reduce -18.1% 3,910 $1.8M
Lazari Capital Management, Inc. 0.75% Add +0.4% 3,906 $1.8M
EPG Wealth Management LLC 0.51% Reduce -26.5% 3,899 $1.8M
Waldron Private Wealth LLC 0.09% Add +4.7% 3,897 $1.8M
First Foundation Advisors 0.07% Reduce -5.8% 3,896 $1.8M
Centiva Capital, LP 0.11% Reduce -98.4% 3,894 $1.8M
Optima Capital LLC 1.16% Add +7.0% 3,888 $1.8M
United Asset Strategies, Inc. 0.17% Reduce -0.3% 3,887 $1.8M
Viewpoint Capital Management LLC 0.98% Add +12.0% 3,883 $1.8M
Clark Capital Management Group, Inc. 0.01% Add +7.8% 3,880 $1.8M
F&V Capital Management, LLC 0.47% Add +7.5% 3,873 $1.8M
Websterrogers Financial Advisors, LLC 0.62% Reduce -0.6% 3,855 $1.8M
Goelzer Investment Management, Inc. 0.10% No change 3,852 $1.8M
TRUE Private Wealth Advisors 0.22% Reduce -0.7% 3,847 $1.8M
BBR Partners, LLC 0.13% Add +16.4% 3,842 $1.8M
Pictet North America Advisors SA 0.18% No change 3,846 $1.8M
Lee Johnson Capital Management, LLC 0.95% New 3,829 $1.8M
KG Capital Management 0.58% Add +5.1% 3,823 $1.8M
Uhlmann Price Securities, LLC 1.32% No change 3,818 $1.8M
Smart Portfolios, LLC 1.94% Add +0.2% 3,802 $1.8M
Family Manage LLC 0.29% Reduce -1.2% 3,789 $1.8M
RPS Advisory Solutions LLC 1.26% Reduce -1.3% 3,784 $1.8M
WT Wealth Management 0.58% Reduce -15.2% 3,778 $1.8M
Logan Stone Capital, LLC 0.83% Add +39.3% 3,776 $1.8M
Bartlett & Co. Wealth Management LLC 0.03% No change 3,770 $1.8M
Pinnacle Bancorp, Inc. 0.58% No change 3,775 $1.8M
Summit Asset Management, LLC 0.31% Add +1.2% 3,773 $1.8M
Beaumont Financial Advisors, LLC 0.14% Reduce -12.3% 3,766 $1.8M
Stablepoint Partners, LLC 0.32% Add +68.4% 3,764 $1.8M
Northwest Bancshares, Inc. 0.32% Reduce -1.6% 3,756 $1.8M
Blackston Financial Advisory Group, LLC 1.19% Reduce -2.6% 3,754 $1.8M
M1 Capital Management LLC 1.10% Reduce -75.4% 3,751 $1.8M
American National Bank & Trust 0.19% Reduce -17.4% 3,734 $1.8M
Welch Group, LLC 0.08% Reduce -0.4% 3,729 $1.7M
Wellington Shields & Co., LLC 0.55% Reduce -0.6% 3,728 $1.7M
AA Financial Advisors, LLC 0.43% Add +10.3% 3,725 $1.7M
McElhenny Sheffield Capital Management, LLC 0.65% Add +27.8% 3,714 $1.7M
Oribel Capital Management, LP 0.22% Reduce -21.3% 3,700 $1.7M
Valley Financial Group, Inc. 1.15% Reduce -7.7% 3,697 $1.7M
Buck Wealth Strategies, LLC 0.32% Reduce -82.9% 3,697 $1.7M
Selective Wealth Management, Inc. 0.75% Add +0.6% 3,814 $1.7M
Delta Financial Group, Inc. 0.40% Add +41.5% 3,532 $1.7M
Midland Wealth Advisors, LLC 0.10% Reduce -43.8% 3,687 $1.7M
Atlas Brown,Inc. 0.61% Add +2.8% 3,680 $1.7M
Encompass Wealth Advisors, LLC 0.70% Add +12.9% 3,673 $1.7M
Colton Groome Financial Advisors, LLC 0.67% Reduce -24.8% 3,612 $1.7M
Acas, LLC 1.31% Add +9.6% 3,563 $1.7M
BSW Wealth Partners 0.26% Add +1.8% 3,656 $1.7M
Bricktown Capital, LLC 0.32% Reduce -5.2% 3,649 $1.7M
Financial Partners Group, LLC 0.74% Add +82.8% 3,642 $1.7M
Red Door Wealth Management, LLC 0.25% Add +12.5% 3,627 $1.7M
Davis R M Inc. 0.03% Reduce -4.6% 3,625 $1.7M
Platform Technology Partners 0.49% Add +0.1% 3,623 $1.7M
Capital Planning LLC 0.47% Reduce -25.5% 3,610 $1.7M
Caxton Associates LLP 0.06% — 3,612 $1.7M
Front Row Advisors LLC 0.65% Reduce -1.6% 3,600 $1.7M
MFA Wealth Services 1.39% No change 3,600 $1.7M
Berbice Capital Management LLC 1.45% Add +4.4% 3,600 $1.7M
MIdWestOne Financial Group, Inc. 0.24% Reduce -2.7% 3,600 $1.7M
Keystone Global Partners, LLC 1.18% — 3,595 $1.7M
Guyasuta Investment Advisors Inc. 0.11% Reduce -4.5% 3,587 $1.7M
One Wealth Management Investment & Advisory Services, LLC 2.79% Add +2.3% 3,587 $1.7M
Weaver Consulting Group 0.51% Reduce -0.8% 3,582 $1.7M
PMV Capital Advisers, LLC 4.08% New 3,581 $1.7M
Capasso Planning Partners LLC 0.70% Reduce -9.9% 3,572 $1.7M
Affiance Financial, LLC 0.39% Add +2.6% 3,565 $1.7M
Sfm, LLC 1.23% Reduce -11.3% 3,565 $1.7M
Bradley & Co. Private Wealth Management, LLC 1.14% No change 3,563 $1.7M
Ridgewood Investments LLC 0.78% Reduce -4.8% 3,561 $1.7M
Northeast Investment Management 0.08% Add +0.6% 3,561 $1.7M
Coordinated Financial Services, Inc. 1.30% — 3,558 $1.7M
Hutchens & Kramer Investment Management Group, LLC 0.91% Reduce -1.7% 3,544 $1.7M
waypoint wealth counsel 1.04% Reduce -9.0% 3,540 $1.7M
Transform Wealth, LLC 0.10% Add +11.8% 3,518 $1.7M
Millennium Capital Advisors, LLC 1.22% Reduce -7.8% 3,522 $1.7M
Aviso Wealth Management 0.88% No change 3,513 $1.6M
Wealth Management Associates, Inc. 0.71% Reduce -0.3% 3,511 $1.6M
Aveo Capital Partners, LLC 0.27% Reduce -81.9% 3,403 $1.6M
Slagle Financial, LLC 0.73% Reduce -1.6% 3,501 $1.6M
Oder Investment Management, LLC 1.39% Reduce -1.6% 3,500 $1.6M
Allen Mooney & Barnes Investment Advisors LLC 0.27% Reduce -1.0% 3,498 $1.6M
Mosaic Financial Group, LLC 1.33% Reduce -7.9% 3,490 $1.6M
Colorado Capital Management, Inc. 0.76% Add +3.6% 3,488 $1.6M
Lokken Investment Group LLC 0.69% Reduce -25.7% 3,481 $1.6M
ZEGA Investments, LLC 0.48% Reduce -7.8% 3,481 $1.6M
Global Endowment Management, LP 0.21% Add +358.0% 3,481 $1.6M
Dock Street Asset Management Inc. 0.19% Add +1.1% 3,476 $1.6M
Ballew Advisors, Inc 1.09% Reduce -5.8% 3,575 $1.6M
CX Institutional 0.06% Reduce -1.1% 3,460 $1.6M
AllSquare Wealth Management LLC 0.96% Reduce -0.6% 3,455 $1.6M
Pandora Wealth, Inc. 1.06% — 3,452 $1.6M
Okabena Investment Services Inc. 0.41% Add +13.2% 3,431 $1.6M
Passive Capital Management, LLC. 0.51% Add +31.7% 3,421 $1.6M
Element Wealth, LLC 0.86% Reduce -5.3% 3,412 $1.6M
Optivise Advisory Services LLC 0.90% Add +2.0% 3,412 $1.6M
Kestra Investment Management, LLC 0.03% Add +855.5% 3,411 $1.6M
Gentry Private Wealth, LLC 1.32% No change 3,410 $1.6M
Arcadia Wealth Management, Inc. 1.24% Add +16.7% 3,396 $1.6M
Ferguson Shapiro LLC 0.59% Reduce -6.2% 3,383 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,369 $1.6M
Napa Wealth Management 0.89% Reduce -4.6% 3,367 $1.6M
Vident Advisory, LLC 0.02% Reduce -81.3% 3,367 $1.6M
Denver PWM, LLC 0.57% Add +2.9% 3,361 $1.6M
Carolinas Wealth Consulting LLC 0.34% Reduce -0.3% 48,772 $1.6M
Winebrenner Capital Management LLC 1.42% Reduce -1.1% 3,351 $1.6M
McAdam, LLC 0.10% Reduce -29.2% 3,350 $1.6M
West Coast Financial LLC 0.18% Reduce -0.2% 3,347 $1.6M
NBZ Investment Advisors LLC 0.90% Add +6.0% 3,331 $1.6M
Sierra Capital LLC 0.19% Reduce -0.4% 3,330 $1.6M
Tranquility Partners, LLC 0.60% Add +4.6% 3,322 $1.6M
Trust Point Inc. 0.14% Reduce -1.6% 3,311 $1.6M
Evelyn Partners Investment Management (Europe) Ltd 0.58% No change 3,307 $1.6M
Cannell & Spears LLC 0.03% Reduce -5.8% 3,306 $1.6M
Integrity Wealth Solutions LLC 0.84% Add +34.3% 3,303 $1.5M
Aries Wealth Management 0.42% Add +12.2% 3,303 $1.5M
Legacy PCG, LLC 1.09% Add +111.0% 3,295 $1.5M
Central Valley Advisors, LLC 0.58% Reduce -3.3% 3,293 $1.5M
Worth Asset Management, LLC 0.84% Add +41.8% 3,292 $1.5M
Grange Capital, LLC 1.80% Reduce -14.7% 3,290 $1.5M
Agp Franklin, LLC 0.95% Reduce -1.0% 3,366 $1.5M
Aire Advisors, LLC 0.32% Reduce -24.9% 3,287 $1.5M
Country Club Bank 0.10% Add +4.7% 3,285 $1.5M
Beacon Bridge Wealth Partners, LLC 0.66% Add +4.3% 3,282 $1.5M
Wealthspan Partners, LLC 0.71% Reduce -0.1% 3,276 $1.5M
Wolff Financial Management LLC 0.43% No change 3,276 $1.5M
First Financial Group Corp 1.74% Reduce -0.8% 3,273 $1.5M
Mezzasalma Advisors, LLC 0.53% Add +1.4% 3,273 $1.5M
Smith Salley Wealth Management 0.10% Add +0.3% 3,271 $1.5M
GatePass Capital, LLC 1.16% Add +4.7% 3,270 $1.5M
GHP Investment Advisors, Inc. 0.07% Add +1.1% 3,270 $1.5M
Intrepid Financial Planning Group LLC 0.71% Reduce -3.3% 3,265 $1.5M
Liberty One Investment Management, LLC 0.15% Add +9.3% 3,257 $1.5M
Seeds Investor LLC 0.43% Reduce -4.0% 3,257 $1.5M
FAS Wealth Partners, Inc. 0.12% Add +1.1% 3,253 $1.5M
Comprehensive Financial Planning, Inc. 1.48% Reduce -9.2% 3,253 $1.5M
Sage Advisors, LLC 1.07% Reduce -0.4% 3,248 $1.5M
Bravias Capital Group, LLC 1.23% Add +0.0% 3,245 $1.5M
Copperleaf Capital, LLC 0.91% Reduce -0.3% 3,233 $1.5M
CFO4Life Group, LLC 0.25% Reduce -1.8% 3,202 $1.5M
Parsons Capital Management Inc. 0.08% No change 3,187 $1.5M
Gryphon Financial Partners LLC 0.22% Reduce -2.7% 3,185 $1.5M
Xcel Wealth Management, LLC 0.47% Add +102.2% 3,181 $1.5M
Breed's Hill Capital LLC 0.80% Add +13.8% 3,168 $1.5M
Sentinel Pension Advisors, LLC 0.27% Add +7.8% 3,167 $1.5M
DHK Financial Advisors, Inc. 0.81% No change 3,159 $1.5M
Stewardship Advisors, LLC 0.40% Add +7.3% 3,164 $1.5M
B.O.S.S. Retirement Advisors, LLC 0.43% Reduce -13.5% 3,164 $1.5M
Tocqueville Asset Management L.P. 0.02% Reduce -65.7% 3,152 $1.5M
Dana Investment Advisors, Inc. 0.05% Reduce -7.7% 3,145 $1.5M
Capital CS Group, LLC 2.51% New 3,144 $1.5M
Wimmer Associates 1, LLC 0.78% Add +0.7% 2,856 $1.5M
Freedom Investment Management, Inc. 0.12% Reduce -31.6% 3,140 $1.5M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.5M
Atmos Capital Gestao DE Recursos Ltda. 0.31% No change 3,127 $1.5M
Dearborn Partners LLC 0.07% Reduce -7.9% 3,123 $1.5M
Bienville Capital Management, LLC 0.36% Add +5.3% 3,117 $1.5M
Professional Financial Advisors, LLC 0.37% Reduce -3.3% 3,119 $1.5M
Topsail Wealth Management, LLC 0.30% Add +18.1% 3,111 $1.5M
Cambridge Financial Group, LLC 0.62% Add +1.8% 3,104 $1.5M
Regent Peak Wealth Advisors LLC 0.34% Reduce -0.7% 3,102 $1.5M
Quest 10 Wealth Builders, Inc. 1.56% Reduce -4.1% 2,961 $1.5M
BNC Wealth Management, LLC 0.52% Reduce -1.1% 3,090 $1.4M
Oakworth Capital, Inc. 0.10% Reduce -0.2% 3,079 $1.4M
Abound Wealth Management 0.48% Add +8.0% 3,077 $1.4M
Indiana Trust & Investment Management Co 0.52% Reduce -2.2% 3,057 $1.4M
Scarborough Advisors, LLC 0.20% Reduce -10.9% 3,048 $1.4M
Addison Capital Co 0.56% Add +48.9% 3,047 $1.4M
Zions Bancorporation, National Association 0.09% — 3,045 $1.4M
Vernal Point Advisors, LLC 0.94% No change 3,035 $1.4M
Quantum Private Wealth, LLC 0.54% Reduce -23.6% 3,035 $1.4M
HM Payson & Co. 0.03% Add +0.3% 3,032 $1.4M
Howland Capital Management LLC 0.06% No change 3,027 $1.4M
Jackson, Grant Investment Advisers, Inc. 0.55% Add +6.1% 3,027 $1.4M
MKT Advisors LLC 0.67% Add +1.5% 3,347 $1.4M
Intrepid Capital Management Inc. 0.86% Add +1.0% 3,024 $1.4M
Stelac Advisory Services LLC 0.58% Add +6.8% 3,019 $1.4M
Global Financial Private Client, LLC 0.54% Reduce -0.7% 3,009 $1.4M
Johnson Financial Group, Inc. 0.07% Add +9.8% 2,999 $1.4M
Elite Financial, Inc. 0.74% Reduce -0.3% 3,004 $1.4M
Chemistry Wealth Management LLC 0.33% Reduce -0.3% 2,998 $1.4M
Balentine LLC 0.06% Reduce -0.0% 2,994 $1.4M
Ipswich Investment Management Co., Inc. 0.35% No change 2,993 $1.4M
Shoker Investment Counsel, Inc. 0.47% No change 2,992 $1.4M
Morton Brown Family Wealth, LLC 0.48% Reduce -0.8% 2,991 $1.4M
Concorde Asset Management, LLC 0.75% Reduce -84.2% 2,998 $1.4M
Chilton Capital Management LLC 0.06% Reduce -13.6% 2,988 $1.4M
Summit Global Investments 0.10% Reduce -86.9% 2,986 $1.4M
Redwood Financial Network Corp 1.07% Add +1.1% 2,985 $1.4M
Wade Financial Advisory, Inc 0.48% No change 2,984 $1.4M
NCM Capital Management, LLC 0.63% No change 2,979 $1.4M
Nicolet Bankshares Inc. 0.28% No change 2,973 $1.4M
Hibernia Wealth Partners, LLC 0.99% Add +5.5% 2,973 $1.4M
Safeguard Financial, LLC 0.30% Reduce -9.9% 2,950 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -5.8% 2,950 $1.4M
Alaethes Wealth, LLC 0.50% Reduce -2.1% 2,938 $1.4M
Madden Advisory Services, Inc. 0.64% Add +2.5% 2,934 $1.4M
Tanager Wealth Management LLP 0.18% Add +31.1% 2,924 $1.4M
Elios Financial Group Inc. 0.68% Reduce -7.1% 2,923 $1.4M
Veery Capital, LLC 0.53% Add +0.0% 2,921 $1.4M
Tompkins Financial Corp. 0.13% Reduce -11.3% 2,911 $1.4M
Family Investment Center, Inc. 0.33% Add +4.5% 2,909 $1.4M
Henderson Brothers Financial Partners, LLC 0.68% — 2,215 $1.4M
Well Done, LLC 0.25% Add +2.3% 2,646 $1.4M
Patron Partners, LLC 0.73% Add +3.1% 2,882 $1.4M
Austin Private Wealth, LLC 0.12% Reduce -8.6% 2,880 $1.4M
Cape Investment Advisory, Inc. 0.54% Reduce -11.1% 2,877 $1.3M
Diversified Portfolios, Inc. 0.14% Add +2.5% 2,874 $1.3M
Prudential PLC 0.01% Reduce -28.1% 2,873 $1.3M
Evernest Financial Advisors, LLC 0.48% Reduce -3.2% 2,859 $1.3M
Invesco Ltd. 0.00% Reduce -10.6% 2,857 $1.3M
Klingman & Associates, LLC 0.08% Add +1.5% 2,856 $1.3M
Coastwise Capital Group, LLC 1.13% Reduce -13.2% 2,852 $1.3M
Disciplined Investments, LLC 0.61% Add +10.0% 2,850 $1.3M
Orange Investment Advisors, Inc. 0.16% Reduce -8.7% 2,845 $1.3M
Sagace Wealth Management LLC 1.01% Add +3.6% 2,844 $1.3M
Vantage Point Financial LLC 0.67% Reduce -1.6% 2,841 $1.3M
Financial Perspectives, Inc 0.46% Reduce -7.0% 2,837 $1.3M
Willner & Heller, LLC 1.23% Add +3.2% 2,832 $1.3M
Opus Capital Group, LLC 0.17% Add +236.8% 2,829 $1.3M
Fortress Private Ledger, LLC 0.74% Add +0.3% 2,828 $1.3M
Aldebaran Financial Inc. 1.62% Add +3.5% 2,827 $1.3M
Kohmann Bosshard Financial Services, LLC 0.16% New 2,826 $1.3M
Tortoise Investment Management, LLC 0.14% Reduce -2.1% 2,823 $1.3M
TCFG Wealth Management, LLC 0.67% Reduce -6.8% 2,820 $1.3M
Collaborative Wealth Managment Inc. 0.62% Reduce -17.8% 2,814 $1.3M
Curated Wealth Partners LLC 0.17% Reduce -5.8% 2,808 $1.3M
Liberty Wealth Management LLC 0.25% Add +1.7% 2,805 $1.3M
Fairman Group, LLC 1.21% No change 2,572 $1.3M
Silvia McColl Wealth Management, LLC 1.00% Add +32.2% 2,804 $1.3M
Atlas Capital Advisors Inc. 0.16% Add +185.5% 2,795 $1.3M
Wooster Corthell Wealth Management, Inc. 0.27% Add +1.7% 2,790 $1.3M
Long Run Wealth Advisors, LLC 0.30% Reduce -0.1% 2,787 $1.3M
Syon Capital LLC 0.11% New 2,775 $1.3M
Williams & Novak, LLC 1.27% Add +25.4% 2,752 $1.3M
Ehrlich Financial Group 0.95% Add +57.1% 2,767 $1.3M
Capital Market Strategies LLC 0.87% Reduce -40.6% 2,767 $1.3M
Chicago Capital, LLC 0.04% Reduce -17.1% 2,764 $1.3M
Alteri Wealth LLC 0.57% Add +7.9% 2,746 $1.3M
Van Cleef Asset Management,Inc 0.15% Reduce -1.6% 2,746 $1.3M
Jentner Corp 0.38% No change 2,733 $1.3M
Checchi Capital Advisers, LLC 0.09% Add +9.5% 2,733 $1.3M
Code Waechter LLC 1.05% Add +20.5% 2,725 $1.3M
Wealth Effects LLC 0.54% Add +0.6% 2,722 $1.3M
Blue Fin Capital, Inc. 0.25% Reduce -0.5% 2,716 $1.3M
MPS Loria Financial Planners, LLC 0.38% Add +0.0% 2,714 $1.3M
Ironwood Investment Counsel, LLC 0.22% Reduce -0.1% 2,707 $1.3M
Gilbert & Cook, Inc. 0.18% Reduce -17.1% 2,706 $1.3M
HRC Wealth Management, LLC 0.79% Add +2.9% 2,706 $1.3M
Cherry Creek Investment Advisors, Inc. 0.66% Reduce -7.7% 2,706 $1.3M
Sheridan Capital Management, LLC 0.92% Add +1.5% 2,705 $1.3M
Illumine Investment Management, LLC 1.04% Add +1.9% 2,703 $1.3M
Hobbs Group Advisors, LLC 0.48% Reduce -2.8% 2,699 $1.3M
Sage Capital Advisors,llc 0.33% Reduce -8.8% 2,694 $1.3M
Scientech Research LLC 0.33% Reduce -18.1% 2,692 $1.3M
Grantvest Financial Group LLC 1.02% Reduce -7.3% 2,692 $1.3M
Significant Wealth Partners LLC 0.65% Add +67.8% 2,688 $1.3M
Performance Wealth Partners, LLC 0.04% Reduce -9.5% 2,684 $1.3M
Revisor Wealth Management LLC 0.56% Add +81.6% 2,679 $1.3M
ArchPoint Investors 0.41% Reduce -4.8% 2,678 $1.3M
Taylor Financial Group, Inc. 0.87% Reduce -1.8% 2,680 $1.3M
Norden Group LLC 0.14% Add +19.3% 2,667 $1.3M
Appleton Partners Inc. 0.10% Add +7.2% 2,666 $1.3M
CPR Investments Inc. 1.11% Reduce -62.5% 2,662 $1.2M
Solstein Capital, LLC 0.72% Add +1.3% 2,655 $1.2M
Stiles Financial Services Inc 0.48% Reduce -2.7% 2,650 $1.2M
Colonial River Investments, LLC 0.68% Reduce -5.4% 2,650 $1.2M
Smart Money Group LLC 0.42% Reduce -95.7% 2,639 $1.2M
Osborne Partners Capital Management, LLC 0.07% Reduce -4.1% 2,638 $1.2M
Legacy Edge Advisors, LLC 0.19% Add +50.1% 2,633 $1.2M
Cambridge Advisors Inc. 0.27% No change 2,633 $1.2M
Investment Partners, LTD. 0.51% Add +16.6% 2,627 $1.2M
Total Wealth Planning & Management, Inc. 1.26% Reduce -0.6% 2,623 $1.2M
Cadinha & Co. LLC 0.26% Add +0.1% 2,623 $1.2M
Birchcreek Wealth Management, LLC 0.78% Reduce -5.9% 2,622 $1.2M
FreeGulliver LLC 0.62% Reduce -0.5% 2,611 $1.2M
Saiph Capital, LLC 0.58% Add +23.8% 2,610 $1.2M
Armbruster Capital Management, Inc. 0.24% Reduce -0.3% 2,606 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.34% Add +17.4% 2,604 $1.2M
Jeppson Wealth Management, LLC 0.45% Add +8.2% 2,597 $1.2M
True North Advisors, LLC 0.22% Reduce -2.4% 2,596 $1.2M
5T Wealth, LLC 0.69% Reduce -0.9% 2,591 $1.2M
Global Strategic Investment Solutions, LLC 0.14% No change 2,587 $1.2M
North Point Portfolio Managers Corp. 0.21% No change 2,586 $1.2M
Thoma Capital Management LLC 0.85% Reduce -3.0% 2,585 $1.2M
Graypoint LLC 0.08% Add +85.7% 2,583 $1.2M
Wealth Management Nebraska 0.18% Add +283.8% 2,575 $1.2M
Ullmann Wealth Partners Group, LLC 0.16% Add +3.3% 2,571 $1.2M
Cedar Wealth Management, LLC 0.43% Add +4.8% 2,566 $1.2M
StoneCrest Wealth Management, Inc. 0.76% Reduce -6.3% 2,566 $1.2M
GM Advisory Group, LLC 0.06% Add +15.0% 2,562 $1.2M
Core Wealth Partners LLC 0.69% Add +15.6% 2,543 $1.2M
Walkner Condon Financial Advisors LLC 0.24% Reduce -4.4% 2,540 $1.2M
BIP Wealth, LLC 0.08% Reduce -4.2% 2,539 $1.2M
BigSur Wealth Management LLC 0.32% Reduce -30.3% 2,535 $1.2M
Leading Edge Financial Planning LLC 0.37% Add +1.2% 2,536 $1.2M
Baron Wealth Management LLC 0.52% Reduce -7.3% 2,535 $1.2M
Three Cord True Wealth Management, LLC 1.02% Reduce -20.5% 2,530 $1.2M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -21.2% 2,528 $1.2M
Geometric Wealth Advisors 0.20% Add +8.0% 2,521 $1.2M
FMB Wealth Management 0.65% Add +31.7% 2,515 $1.2M
Centurion Wealth Management LLC 0.37% No change 2,306 $1.2M
First PREMIER Bank 0.30% Reduce -6.0% 2,514 $1.2M
Towne Trust Company, N.A 0.41% Add +5.3% 2,507 $1.2M
Novus Advisors, LLC 1.18% Add +5.7% 2,505 $1.2M
Meridian Wealth Advisors, LLC 0.20% Add +36.3% 2,505 $1.2M
180 Wealth Advisors, LLC 0.19% Reduce -1.4% 2,482 $1.2M
Wick Capital Partners, LLC 0.35% Add +39.1% 2,501 $1.2M
Parkside Investments, LLC 0.17% New 2,500 $1.2M
SLT Holdings LLC 1.16% Add +1.9% 2,495 $1.2M
Halbert Hargrove Global Advisors, LLC 0.07% Add +1.2% 2,489 $1.2M
Callan Capital, LLC 0.09% Reduce -1.0% 2,488 $1.2M
Asset Allocation & Management Company, LLC 0.59% Reduce -16.8% 2,484 $1.2M
First Financial Corp. 0.56% Reduce -5.2% 2,484 $1.2M
X-Square Capital, LLC 0.50% Add +26.2% 2,481 $1.2M
Aspire Growth Partners LLC 1.03% Add +0.4% 2,398 $1.2M
IMA Advisory Services, Inc. 0.14% Reduce -5.4% 2,466 $1.2M
Y-Intercept (Hong Kong) Ltd 0.08% Add +121.9% 2,465 $1.2M
Outfitters Financial LLC 1.04% Add +99.3% 2,463 $1.2M
Tradewinds Capital Management, LLC 0.31% Add +361.9% 2,462 $1.2M
Mascoma Wealth Management LLC 0.29% Reduce -9.9% 2,458 $1.2M
Arcadia Wealth Management, LLC 0.57% Add +0.1% 2,450 $1.1M
Beacon Bank & Trust 0.28% Reduce -0.8% 2,449 $1.1M
Breakwater Capital Group 0.20% Add +0.4% 2,447 $1.1M
Powers Advisory Group, LLC 0.55% No change 2,444 $1.1M
TCTC Holdings, LLC 0.04% No change 2,444 $1.1M
Aspect Partners, LLC 0.65% Add +10.1% 2,438 $1.1M
Romano Brothers and Company 0.15% Add +0.4% 2,437 $1.1M
Wealth Architects, LLC 0.13% Add +0.8% 2,435 $1.1M
Clear Harbor Asset Management, LLC 0.09% Add +4.9% 2,434 $1.1M
Crown Wealth Group, LLC 0.59% Reduce -30.7% 2,424 $1.1M
Private Capital Management, LLC 0.13% Reduce -3.5% 2,406 $1.1M
JDM Financial Group LLC 0.57% Add +2.3% 2,403 $1.1M
Delta Accumulation, LLC 10.03% Add +0.1% 2,308 $1.1M
Hoxton Planning & Management, LLC 0.43% Add +132.3% 2,402 $1.1M
Wealthquest Corp 0.09% Reduce -1.4% 2,397 $1.1M
Mascagni Wealth Management, Inc. 1.12% No change 2,396 $1.1M
Maple Capital Management, Inc. 0.09% No change 2,393 $1.1M
Beacon Financial Advisory LLC 0.34% Add +59.9% 2,387 $1.1M
3EDGE Asset Management, LP 0.08% Add +29.7% 2,386 $1.1M
Nicholas Wealth, LLC. 1.16% Reduce -14.3% 2,378 $1.1M
TigerOak Management, L.L.C. 0.43% No change 2,377 $1.1M
Empirical Asset Management, LLC 0.38% Reduce -98.8% 2,376 $1.1M
Sulzberger Capital Advisors, Inc. 1.46% Reduce -35.6% 2,368 $1.1M
Ipsen Advisor Group LLC 0.95% Reduce -23.3% 2,366 $1.1M
Werba Rubin Papier Wealth Management 0.24% Add +0.6% 2,364 $1.1M
Catalina Capital Group, LLC 0.74% Reduce -23.0% 2,354 $1.1M
City Center Advisors, LLC 1.28% Add +12.3% 2,345 $1.1M
Boyum Wealth Architects LLC 1.07% — 2,344 $1.1M
OneAscent Financial Services LLC 0.07% Reduce -59.2% 2,316 $1.1M
Lewis Asset Management, LLC 0.91% Reduce -0.5% 2,336 $1.1M
Aaron Wealth Advisors LLC 0.13% Reduce -2.2% 2,334 $1.1M
JCIC Asset Management Inc. 0.46% No change 2,330 $1.1M
Concord Wealth Partners 0.18% Add +31.8% 2,327 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +3.6% 2,326 $1.1M
Financial Sense Advisors, Inc. 0.31% Reduce -3.1% 2,325 $1.1M
Heritage Wealth Management, Inc. 0.93% Add +0.1% 2,315 $1.1M
17 Capital Partners, LLC 0.70% Reduce -0.6% 2,312 $1.1M
First Washington CORP 0.38% No change 2,308 $1.1M
Consolidated Capital Management, LLC 0.45% Reduce -7.5% 2,307 $1.1M
Clearwater Capital Advisors, LLC 0.10% Add +7.1% 2,300 $1.1M
Community Bank, N.A. 0.14% Reduce -0.2% 2,296 $1.1M
Curran Financial Partners, LLC 0.26% Add +27.2% 2,291 $1.1M
Nilsine Partners, LLC 0.12% Reduce -10.8% 2,286 $1.1M
Pamplona Capital Management, LLC 0.17% No change 2,284 $1.1M
UNIVEST FINANCIAL Corp 0.07% Reduce -9.1% 2,280 $1.1M
First International Bank & Trust 0.33% No change 2,257 $1.1M
Seelaus Asset Management LLC 1.02% Reduce -5.3% 2,249 $1.1M
Enclave Advisors LLC 0.18% Reduce -8.6% 2,233 $1.0M
Granger Management LLC 0.38% Reduce -8.9% 2,229 $1.0M
RB Capital Management, LLC 0.27% Add +1.5% 2,228 $1.0M
Wolff Wiese Magana LLC 0.71% Add +2.3% 2,218 $1.0M
WealthTrust Axiom LLC 0.32% Add +10.2% 2,213 $1.0M
Cornerstone Capital, Inc. 0.11% Reduce -4.2% 2,212 $1.0M
Purkiss Capital Advisors LLC 0.78% Add +78.0% 2,206 $1.0M
Sivia Capital Partners, LLC 0.48% Add +299.6% 2,202 $1.0M
Fiduciary Group, LLC 0.10% Reduce -0.7% 2,198 $1.0M
International Private Wealth Advisors LLC 0.99% Add +5.9% 2,195 $1.0M
Philip James Wealth Mangement, LLC 0.13% Reduce -3.3% 2,188 $1.0M
REDW Wealth LLC 0.38% Reduce -2.0% 2,187 $1.0M
Gradient Investments LLC 0.02% Add +0.5% 2,187 $1.0M
Teamwork Financial Advisors, LLC 0.14% Add +129.2% 2,168 $1.0M
Argentarii, LLC 0.50% New 2,166 $1.0M
Wealth Dimensions Group, Ltd. 0.24% Reduce -4.1% 2,164 $1.0M
Meeder Advisory Services, Inc. 0.06% Reduce -9.2% 2,156 $1.0M
Ruggaard & Associates LLC 0.44% Add +0.4% 2,153 $1.0M
Heritage Wealth Advisors 0.05% Reduce -5.5% 2,152 $1.0M
Threadgill Financial, LLC 0.54% Add +121.8% 2,149 $1.0M
Diversified Investment Strategies, LLC 0.68% Add +4.9% 2,147 $1.0M
S.A. Mason LLC 0.53% Add +0.9% 2,144 $1.0M
Aviso Financial Inc. 0.05% Add +15.2% 2,144 $1.0M
Richardson Capital Management LLC 0.62% Add +0.5% 2,136 $1.0M
PYA Waltman Capital, LLC 0.31% Add +13.4% 2,134 $1.0M
1832 Asset Management L.P. 0.00% Reduce -13.7% 2,133 $1.0M
Fragasso Financial Advisors Inc 0.07% Reduce -0.4% 2,132 $1000K
Acute Investment Advisory, LLC 5.02% Reduce -79.9% 2,129 $998K
Intelligence Driven Advisers, LLC 0.19% Add +8.5% 2,129 $998K
WorthPointe, LLC 0.45% Add +5.1% 2,125 $996K
Berkshire Asset Management LLC 0.05% Add +10.4% 2,039 $996K
Trivant Custom Portfolio Group, LLC 0.57% No change 2,121 $994K
HHM Wealth Advisors, LLC 0.13% Add +1.9% 2,120 $994K
Sittner & Nelson, LLC 0.42% Add +0.3% 2,117 $993K
Confluence Wealth Services, Inc. 0.06% New 2,176 $989K
Northstar Group, Inc. 0.17% Add +1.4% 2,106 $988K
Westhampton Capital, LLC 0.54% Add +5.0% 2,104 $987K
Veltria Advisors Corp. 0.64% New 2,100 $985K
TFG Advisers LLC 0.36% Add +12.1% 2,100 $985K
Brass Tax Wealth Management, Inc. 0.21% Add +2.9% 2,091 $980K
Rialto Wealth Management, LLC 0.31% Reduce -26.1% 2,086 $978K
Salomon & Ludwin, LLC 0.10% Add +1.2% 2,086 $978K
Manchester Financial Inc. 0.22% Add +2.4% 2,084 $977K
Miller Investment Management, LP 0.11% No change 2,084 $977K
Trajan Wealth LLC 0.05% Reduce -2.5% 2,082 $976K
Inspirion Wealth Advisors, LLC 0.14% Reduce -9.4% 2,081 $976K
49 Wealth Management, LLC 0.12% Reduce -28.1% 2,079 $975K
Sterling Financial Group, Inc. 0.35% No change 2,079 $975K
Guardian Asset Advisors, LLC 0.64% Reduce -2.1% 2,081 $975K
AMJ Financial Wealth Management 0.29% Add +6.0% 2,075 $973K
ETF Store, Inc. 1.19% Reduce -5.0% 2,072 $972K
Maia Wealth LLC 0.22% Add +3.2% 2,123 $971K
Iyo Bank, Ltd. 0.31% New 2,070 $971K
Security National Bank 0.18% Add +43.2% 2,068 $970K
Baxter Bros Inc. 0.13% Reduce -2.7% 2,068 $970K
NDWM LLC 0.95% Reduce -64.2% 2,065 $968K
PDS Planning, Inc 0.08% Reduce -8.1% 2,064 $968K
Cornerstone Financial Group, LLC 0.87% Reduce -10.9% 1,903 $966K
WESPAC Advisors, LLC 0.79% Add +8.0% 2,055 $964K
Catalyst Private Wealth, LLC 0.47% Add +40.7% 2,053 $963K
Howard Wealth Management, LLC 0.54% Add +1.7% 2,051 $962K
Financial Advisors, LLC 0.19% No change 2,048 $960K
Penbrook Management LLC 0.72% Reduce -6.8% 2,045 $959K
Bennett Selby Investments LP 0.38% Add +83.3% 2,042 $958K
Park National Corp. 0.04% Reduce -15.8% 2,041 $957K
Copley Financial Group, Inc. 0.73% Reduce -2.3% 2,040 $957K
Roble, Belko & Company, Inc 0.15% Reduce -1.3% 2,036 $955K
Key Financial Inc 0.21% Add +14.9% 2,033 $953K
Landmark Wealth Management, LLC 0.42% Reduce -0.8% 2,032 $953K
Waddell & Associates, LLC 0.12% Add +8.7% 2,031 $952K
Murphy, Middleton, Hinkle & Parker, Inc. 0.53% Reduce -6.2% 2,026 $950K
Members Wealth LLC 0.71% Add +107.6% 2,020 $947K
Quantum Portfolio Management LLC 0.48% New 2,020 $947K
Gilliland Jeter Wealth Management LLC 0.33% Add +2.4% 2,020 $947K
Harbor Group, Inc. 0.19% Add +5.0% 2,010 $943K
Blue Investment Partners LLC 0.35% No change 2,006 $941K
Darden Wealth Group Inc 0.73% Reduce -5.6% 2,005 $940K
Eisler Capital Management Ltd. 0.03% Reduce -99.5% 2,000 $938K
Partners Wealth Management, LLC 1.06% Add +2.4% 2,000 $938K
Castleview Partners, LLC 0.63% Reduce -36.1% 1,998 $937K
Elevatus Welath Management 0.53% Reduce -8.4% 1,998 $937K
Seneschal Advisors, LLC 0.80% Add +0.6% 1,994 $935K
Forte Capital LLC 0.11% Add +9.0% 1,993 $934K
Wilkins Miller Wealth Management, LLC 0.70% No change 1,991 $934K
Novem Group 0.13% Reduce -13.6% 1,982 $930K
Chesapeake Asset Management LLC 0.88% Add +0.8% 1,979 $929K
Correct Capital Wealth Management 0.18% Add +0.4% 1,977 $927K
Charles Schwab Trust Co 0.08% Add +5.8% 1,976 $927K
Advyzon Investment Management, LLC 0.33% Reduce -61.8% 1,976 $926K
Means Investment Co., Inc. 0.10% Reduce -15.7% 1,976 $926K
McHugh Group, LLC 0.71% Reduce -12.7% 1,975 $926K
Wealthgarden F.S. LLC 0.89% Add +6.5% 1,974 $926K
LCNB Corp. 0.34% No change 1,960 $919K
Hengehold Capital Management LLC 0.09% Add +1.6% 1,959 $919K
Sonata Capital Group Inc. 0.40% No change 1,955 $917K
BOK Financial Private Wealth, Inc. 0.07% Add +114.5% 1,950 $916K
HFG Wealth Management, LLC 0.55% Reduce -9.0% 1,788 $914K
Mindset Wealth Management, LLC 0.36% Add +19.9% 1,946 $912K
Axecap Investments, LLC 0.77% Reduce -16.3% 1,935 $907K
Silver Oak Wealth Advisors Services, LLC 0.81% Reduce -6.4% 1,930 $905K
Am Investment Strategies LLC 0.22% Add +46.5% 1,927 $904K
Sincerus Advisory, LLC 0.95% Reduce -0.2% 1,919 $900K
Meritage Portfolio Management 0.06% No change 1,919 $900K
Condor Capital Management 0.08% No change 1,914 $898K
Accretive Wealth Partners, LLC 0.32% New 1,860 $895K
Arlington Capital Management, Inc. 0.68% Reduce -25.2% 1,902 $892K
Monetary Management Group Inc. 0.24% Reduce -2.6% 1,900 $891K
Second Line Capital, LLC 0.23% Add +1.6% 1,895 $889K
Axis Wealth Partners, LLC 0.66% Add +2.3% 1,893 $887K
IRON Financial LLC 0.50% Add +0.1% 1,891 $887K
4WEALTH Advisors, Inc. 0.98% Add +12.7% 1,889 $886K
James Investment Research, Inc. 0.11% Reduce -4.6% 1,884 $883K
Cahaba Wealth Management, Inc. 0.07% Add +4.4% 1,880 $881K
Smartleaf Asset Management LLC 0.09% Add +0.1% 1,879 $881K
Pinnacle Financial Group, LLC / IL 0.32% Add +5.3% 1,878 $880K
Synergy Investment Management, LLC 0.37% Add +32.5% 1,875 $879K
Net Worth Advisory Group 0.28% Reduce -52.4% 1,868 $876K
Lumbard & Kellner, LLC 0.39% No change 1,865 $875K
Heritage Trust Co 0.11% No change 1,864 $874K
Intellectus Partners, LLC 0.22% Add +16.4% 1,857 $872K
Wilson & Boucher Capital Management, LLC 0.65% Add +0.5% 1,857 $871K
Cannon Wealth Management Services, LLC 0.78% Add +0.1% 1,796 $868K
W.G. Shaheen & Associates DBA Whitney & Co 0.09% No change 1,850 $868K
Cura Wealth Advisors, LLC 0.35% Reduce -1.5% 1,845 $865K
Allegheny Financial Group 0.22% Add +4.1% 1,838 $862K
Lane & Associates LLC 0.46% Add +0.9% 1,832 $859K
Portside Wealth Group, LLC 0.14% Add +8.0% 1,831 $859K
D.B. Root & Company, LLC 0.28% Add +4.0% 1,829 $857K
Sterling Investment Counsel, LLC 0.29% New 1,828 $857K
Intrua Financial, LLC 0.13% Reduce -4.6% 1,828 $857K
RHS Financial, LLC 0.48% Reduce -12.8% 1,827 $856K
Marquette Asset Management, LLC 0.15% Add +0.8% 1,826 $856K
Shufro Rose & Co. LLC 0.07% Add +2.6% 1,826 $856K
Great Diamond Partners, LLC 0.23% No change 1,824 $855K
Charter Oak Capital Management, LLC 0.08% Add +4.0% 1,821 $854K
Acorn Wealth Advisors, LLC 0.35% Add +2.1% 1,819 $853K
Triad Wealth Partners, LLC 0.26% Add +16.5% 1,813 $850K
ICW Investment Advisors LLC 0.35% No change 1,807 $847K
Bridgewealth Advisory Group, LLC 1.11% Reduce -24.4% 1,803 $845K
Colonial Trust Co / SC 0.13% Add +5.1% 1,803 $845K
Pacific Point Advisors, LLC 0.47% Add +0.3% 1,801 $845K
Soundwatch Capital LLC 0.38% Reduce -78.7% 1,799 $844K
Autumn Glory Partners, LLC 0.42% Add +118.7% 1,798 $843K
Vista Capital Partners, Inc. 0.10% Add +5.1% 1,797 $843K
Capital Advantage, Inc. 0.15% No change 1,644 $840K
Rockland Trust Co. 0.04% Add +5.9% 1,790 $839K
First Merchants Corp. 0.03% Reduce -2.9% 1,789 $839K
Merrion Investment Management Co, LLC 0.60% No change 1,786 $837K
Arkos Global Advisors 0.12% Reduce -2.8% 1,781 $835K
Wealthedge Investment Advisors, LLC 0.38% Reduce -58.2% 1,779 $834K
Eastover Investment Advisors LLC 0.40% No change 1,778 $834K
Innova Wealth Partners 0.52% Reduce -60.8% 1,776 $833K
Discipline Wealth Solutions, LLC 0.40% Reduce -0.6% 1,773 $832K
Regatta Capital Group, LLC 0.16% Add +4.8% 1,772 $831K
Rockwood Wealth Management, LLC 0.08% Add +1.0% 1,771 $830K
Rockingstone Advisors LLC 0.37% Reduce -2.5% 1,770 $830K
McDonough Capital Management, Inc 0.54% Add +2.3% 1,768 $829K
Alliance Wealth Management Group 0.22% Reduce -15.0% 1,761 $826K
Towercrest Capital Management 0.16% Reduce -15.0% 1,761 $826K
Sassicaia Capital Advisers LLC 2.98% Reduce -68.6% 1,757 $824K
PAX Financial Group, LLC 0.15% Reduce -10.3% 1,755 $823K
Sage Financial Group Inc. 0.07% Add +27.5% 1,754 $822K
Grant Private Wealth Management Inc 0.89% Add +10.0% 1,754 $822K
Mosaic Family Wealth Partners, LLC 0.12% Add +26.8% 1,752 $822K
Arvest Bank Trust Division 0.05% Reduce -96.0% 1,747 $819K
Duncker Streett & Co. Inc. 0.16% Reduce -5.3% 1,745 $818K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.21% Reduce -22.1% 1,741 $816K
Aft, Forsyth & Company, Inc. 0.44% Add +1.8% 1,740 $816K
Charter Research & Investment Group, Inc. 0.62% Add +30.7% 1,731 $812K
William Howard & Co Financial Advisors Inc 0.76% Reduce -3.1% 1,720 $807K
FRG Family Wealth Advisors LLC 0.16% Reduce -4.2% 1,720 $807K
Grey Fox Wealth Advisors, LLC 0.21% Reduce -8.5% 1,715 $805K
Compass Advisory Group LLC 0.28% Add +1.1% 1,717 $805K
Traphagen Investment Advisors LLC 0.08% Add +0.7% 1,715 $804K
Maripau Wealth Management LLC 0.46% Add +16.3% 1,713 $804K
Mma Asset Management LLC 0.34% Reduce -1.0% 1,708 $801K
Basso Capital Management, L.P. 0.68% No change 1,707 $800K
Whalerock Point Partners, LLC 0.20% No change 1,701 $798K
SFG Wealth Management, LLC. 0.39% Reduce -1.8% 1,701 $798K
Jackson Square Capital, LLC 0.26% Reduce -2.9% 1,700 $797K
Northside Capital Management, LLC 0.13% No change 1,700 $797K
Ssa Swiss Advisors AG 0.41% — 1,698 $796K
Godsey & Gibb, Inc. 0.08% Reduce -1.5% 1,694 $794K
Dunhill Financial, LLC 0.36% Reduce -38.2% 1,692 $793K
LS Investment Advisors, LLC 0.12% Reduce -1.5% 1,690 $792K
Synergy Financial Group, LTD 0.71% No change 1,688 $792K
Nelson Capital Management, LLC 0.14% Reduce -25.1% 1,686 $791K
Wetzel Investment Advisors, Inc. 0.40% Reduce -1.4% 1,685 $790K
Compass Ion Advisors, LLC 0.09% Add +3.4% 1,684 $790K
Patton Albertson Miller Group, LLC 0.12% Reduce -58.3% 1,684 $790K
PrairieView Partners, LLC 0.08% Reduce -0.1% 1,683 $789K
L & S Advisors Inc 0.11% Reduce -14.8% 1,682 $789K
Genesis Wealth Advisors, LLC 0.64% Reduce -0.6% 1,679 $787K
Gen-Wealth Partners Inc 0.33% Add +154.8% 1,679 $787K
Moseley Investment Management Inc. 0.31% No change 1,677 $786K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Add +4.0% 1,676 $786K
Facet Wealth, Inc. 0.02% Reduce -22.9% 1,617 $786K
Ranch Capital Advisors Inc. 0.37% Reduce -4.0% 1,673 $784K
Stratos Investment Management, LLC 0.04% Add +59.5% 1,660 $779K
Trustco Bank Corp. N Y 0.84% Add +2.5% 1,658 $777K
Capital Wealth Management, LLC 0.32% Reduce -2.1% 1,653 $775K
Archvest Wealth Advisors, Inc. 0.64% Add +16.8% 1,651 $774K
Constant Guidance Financial LLC 0.97% Add +23.1% 1,647 $772K
Hudson Value Partners, LLC 0.29% Reduce -13.7% 1,647 $772K
M.E. Allison & Co., Inc. 0.76% Add +30.4% 1,640 $769K
Benchmark Financial Wealth Advisors, LLC 0.29% Reduce -24.1% 1,639 $768K
Miramar Capital, LLC 0.18% Reduce -6.1% 1,627 $763K
Foster Dykema Cabot & Partners, LLC 0.06% Add +0.8% 1,623 $762K
Aspire Capital Advisors LLC 0.23% Reduce -35.5% 1,625 $762K
Patten Group, Inc. 0.17% Reduce -6.3% 1,621 $760K
Donaldson Capital Management, LLC 0.03% Reduce -76.6% 1,619 $759K
Marks Group Wealth Management, Inc 0.07% Add +2.5% 1,617 $758K
Thompson Davis & Co., Inc. 0.60% No change 1,617 $758K
ZynergyRetirementPlanningLLC 0.54% No change 1,480 $757K
Mairs & Power Inc. 0.01% Reduce -11.5% 1,612 $756K
Synergy Asset Management, LLC 0.10% Add +77.6% 1,611 $755K
Total Wealth Planning, LLC 0.12% No change 1,610 $755K
Meridian Financial Partners LLC 0.38% Reduce -7.6% 1,611 $755K
New Millennium Group LLC 0.49% Reduce -10.0% 1,608 $754K
Bfsg, LLC 0.09% Reduce -0.1% 1,607 $754K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -3.0% 1,602 $751K
Formidable Asset Management, LLC 0.12% Add +4.8% 1,587 $744K
Freedom Financial Partners LLC 0.35% Reduce -0.3% 1,587 $744K
Scott & Selber, Inc. 0.24% Reduce -23.5% 1,587 $744K
Angeles Wealth Management, LLC 0.06% Reduce -0.9% 1,584 $743K
Arlington Trust Co LLC 0.16% No change 1,582 $742K
Wealth Quarterback LLC 0.42% Reduce -82.5% 1,581 $741K
Ables, Iannone, Moore & Associates, Inc. 0.50% Add +14.2% 1,577 $740K
FSB Premier Wealth Management, Inc. 0.29% Reduce -0.2% 1,577 $739K
Clifford Swan Investment Counsel LLC 0.03% Reduce -0.1% 1,574 $738K
First Command Advisory Services, Inc. 0.01% Reduce -0.7% 1,572 $737K
Wealth Alliance, LLC 0.09% Add +19.1% 1,570 $736K
Old North State Trust, LLC 0.47% No change 1,437 $735K
Trexquant Investment LP 0.01% Add +45.5% 1,567 $735K
Ewa, LLC 0.27% Add +5.1% 1,567 $735K
Ascent Group, LLC 0.03% Add +10.9% 1,566 $735K
Country Trust Bank 0.02% Reduce -5.7% 1,559 $731K
Sargent Investment Group, LLC 0.12% New 1,558 $731K
Waterfront Wealth Inc. 0.18% Add +7.3% 1,557 $730K
Souders Financial Advisors 0.10% Add +8.1% 1,553 $728K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2.95% Reduce -55.6% 1,551 $728K
Baer Investment Advisory LLC 0.94% Reduce -87.8% 513 $726K
Strategic Financial Partners, Ltd. 0.38% Add +0.1% 1,544 $724K
Financial Synergies Wealth Advisors, Inc. 0.09% Add +0.1% 1,542 $723K
NewSquare Capital LLC 0.06% No change 1,538 $721K
Estate Counselors, LLC 0.07% New 1,535 $720K
Great Lakes Retirement, Inc. 0.09% Reduce -4.6% 1,531 $718K
Parkshore Wealth Management, Inc. 0.42% Add +0.3% 1,529 $717K
Opes Wealth Management LLC 0.14% Add +54.7% 1,522 $714K
Moulton Wealth Management, Inc. 0.54% Add +131.6% 1,517 $711K
Center for Financial Planning, Inc. 0.09% Add +28.7% 1,517 $711K
Cutler Investment Counsel LLC 0.09% Add +1.4% 1,513 $710K
Bill Few Associates, Inc. 0.25% Add +23.5% 1,513 $710K
Barnes Pettey Financial Advisors, LLC 0.55% Reduce -0.1% 1,509 $708K
Marble Harbor Investment Counsel, LLC 0.08% Add +0.8% 1,507 $707K
Sprinkle Financial Consultants LLC 0.45% Add +2.9% 1,506 $706K
Quantbot Technologies LP 0.02% New 1,503 $705K
Wulff, Hansen & Co. 0.64% New 1,495 $701K
Precedent Wealth Partners, LLC 0.19% Add +41.1% 1,493 $700K
Sharkey, Howes & Javer 0.10% Reduce -32.6% 1,493 $700K
Liberty Capital Management, Inc. 0.16% No change 1,493 $700K
Carret Asset Management, LLC 0.08% No change 1,487 $697K
Pin Oak Investment Advisors Inc. 0.53% Add +0.1% 1,313 $696K
ZWJ Investment Counsel Inc. 0.03% Add +5.5% 1,483 $695K
Palacios Wealth Management, LLC 0.52% No change 1,482 $695K
C2C Wealth Management, LLC 0.65% Add +4.2% 1,482 $695K
Optimum Investment Advisors 0.33% Add +6.5% 1,482 $695K
Roehl & Yi Investment Advisors, LLC 0.38% Reduce -0.6% 1,480 $694K
Equita Financial Network, Inc. 0.24% No change 1,480 $694K
Capstone Financial Advisors, Inc. 0.04% Reduce -10.8% 1,476 $692K
KFA Private Wealth Group, LLC 0.24% Add +7.0% 1,473 $691K
Frederick Financial Consultants, LLC 0.50% Add +26.5% 1,472 $690K
Chesley Taft & Associates LLC 0.03% Reduce -4.3% 1,471 $690K
Brown, Lisle/Cummings, Inc. 0.20% No change 1,469 $689K
Montis Financial, LLC 0.20% No change 1,468 $688K
Whipplewood Advisors, LLC 0.41% Reduce -61.4% 547 $688K
Highview Capital Management LLC 0.29% No change 1,465 $687K
Ceera Investments, LLC 0.24% No change 1,462 $685K
Blackhawk Capital Partners, LLC 0.35% Add +55.4% 1,461 $685K
Atlantic Union Bankshares Corp 0.04% Add +11.9% 1,461 $685K
Veracity Capital LLC 0.27% Add +8.6% 1,459 $684K
Community Financial Services Group, LLC 0.15% Reduce -35.5% 1,454 $682K
Paragon Private Wealth Management, LLC 0.32% Reduce -10.2% 1,453 $681K
SimpliFi, Inc. 0.31% Add +27.5% 1,452 $681K
Aerodigm Wealth, LLC 0.38% Reduce -0.3% 1,450 $680K
Goepper Burkhardt LLC 0.27% Add +22.5% 1,448 $679K
Woodward Diversified Capital, LLC 0.48% Add +0.7% 1,448 $679K
Symmetry Partners, LLC 0.09% Reduce -1.8% 1,446 $678K
Future Financial Wealth Managment LLC 0.50% Reduce -6.2% 1,446 $678K
Quotient Wealth Partners, LLC 0.02% Add +51.0% 1,439 $675K
Factor Wealth Management LTD 0.21% No change 1,439 $675K
Everhart Financial Group, Inc. 0.09% Reduce -3.8% 1,437 $674K
Independent Family Office, LLC 0.35% No change 1,435 $673K
Horst & Graben Wealth Management LLC 0.12% No change 1,435 $673K
BridgePort Financial Solutions, LLC 0.30% Reduce -0.4% 1,425 $668K
JGP Wealth Management, LLC 0.09% Reduce -4.6% 1,422 $667K
W1M Investment Management Ltd 0.01% Reduce -18.4% 1,422 $667K
ORG Partners LLC 0.17% Reduce -13.8% 1,406 $665K
WESPAC Advisors SoCal, LLC 0.17% Reduce -12.4% 1,416 $664K
Canandaigua National Trust Co of Florida 0.58% Reduce -1.1% 1,415 $664K
Naviter Wealth, LLC 0.08% Add +6.8% 1,410 $662K
Schneider Downs Wealth Management Advisors, LP 0.12% Add +18.2% 1,412 $662K
Strata Wealth Advisors, LLC 0.21% Add +13.7% 1,410 $661K
Emerald Advisors, LLC 0.09% Add +1.4% 1,410 $661K
One Degree Advisors Inc 0.27% Add +47.0% 1,411 $661K
West Michigan Advisors, LLC 0.22% Reduce -18.3% 1,407 $661K
Peoples Bank 0.43% Reduce -30.5% 1,405 $659K
United Bank 0.27% No change 1,403 $658K
Biltmore Family Office, LLC 0.11% Add +1.1% 1,398 $657K
Violich Capital Management, Inc. 0.09% Add +3.7% 1,399 $656K
Hoffman, Alan N Investment Management 0.34% Reduce -0.3% 1,397 $655K
Peninsula Asset Management Inc. 0.36% Add +0.7% 1,396 $655K
Addison Advisors LLC 0.18% No change 1,396 $654K
Hamilton Point Investment Advisors, LLC 0.12% No change 1,391 $653K
Resolute Wealth Strategies, LLC 0.36% Reduce -5.3% 1,389 $651K
Inman Jager Wealth Management, LLC 0.49% Reduce -4.8% 1,382 $648K
Durante & Waters, LLC 0.54% Reduce -16.9% 1,380 $647K
Griffith & Werner, Inc. 0.40% Add +20.9% 1,380 $647K
Up Strategic Wealth Investment Advisors LLC 0.57% No change 1,378 $646K
Prasad Wealth Partners, LLC 0.21% Add +8.3% 1,378 $646K
Index Fund Advisors, Inc. 0.04% No change 1,377 $646K
PFS Partners, LLC 0.34% Reduce -3.9% 1,370 $643K
Trust Co of Kansas 0.34% Add +43.9% 1,368 $641K
Excalibur Management Corp. 0.25% Reduce -0.4% 1,365 $640K
Parr McKnight Wealth Management Group, LLC 0.09% Reduce -7.5% 1,365 $640K
Tilia Fiduciary Partners, Inc. 0.43% Add +27.8% 1,361 $638K
Stegent Equity Advisors, Inc. 0.65% Reduce -16.9% 1,358 $637K
Legacy Solutions, LLC 0.70% Reduce -2.4% 1,358 $637K
Oldfather Financial Services, LLC 0.24% Add +74.2% 1,355 $635K
Ted Buchan & Co 0.30% No change 1,353 $634K
TriaGen Wealth Management LLC 0.22% Add +144.7% 1,353 $634K
Truepoint, Inc. 0.02% Add +210.3% 1,353 $634K
Laidlaw Wealth Management LLC 1.89% Reduce -64.9% 1,352 $634K
Stephen J. Garry & Associates, LLC 0.59% Add +0.8% 1,349 $633K
Matrix Asset Advisors Inc. 0.07% Add +5.7% 1,348 $632K
Crumly & Associates Inc. 0.17% Reduce -6.5% 1,340 $629K
Bell Investment Advisors, Inc 0.12% Reduce -1.7% 1,337 $627K
Snider Financial Group 0.20% New 1,329 $623K
Oak Wealth Advisors LLC 0.46% Add +28.0% 1,327 $622K
Strengthening Families & Communities, LLC 0.38% Add +9.5% 1,297 $621K
Hidden Cove Wealth Management, LLC 0.49% Add +0.9% 1,325 $621K
D L Carlson Investment Group Inc. 0.12% Add +2.6% 1,324 $621K
Variant Private Wealth, LLC 0.67% Add +22.4% 1,323 $620K
Trinity Legacy Partners, LLC 0.16% Reduce -1.0% 1,203 $620K
Sunesis Advisors, LLC 0.34% No change 1,322 $620K
Oarsman Capital, Inc. 0.11% Reduce -5.0% 1,321 $620K
Abbot Financial Management, Inc. 0.32% Add +23.3% 1,321 $619K
SC&H Financial Advisors, Inc. 0.12% No change 1,321 $619K
Stone Summit Wealth LLC 0.21% No change 1,319 $619K
First National Advisers, LLC 0.10% No change 1,319 $619K
Natural Investments, LLC 0.18% Reduce -0.7% 1,319 $618K
Tamar Securities, LLC 0.08% Add +27.3% 1,317 $618K
Hobart Private Capital, LLC 0.15% Add +18.6% 1,315 $617K
American Institute for Advanced Investment Management, LLP 0.47% Add +22.3% 1,315 $617K
Von Berge Wealth Management Group, LLC 0.40% No change 1,319 $617K
JNBA Financial Advisors 0.06% Add +29.2% 1,313 $616K
Ergawealth Advisors, Inc. 0.30% Reduce -28.0% 1,312 $615K
Barr E S & Co. 0.04% No change 1,310 $614K
Godshalk Welsh Capital Management, Inc. 0.40% No change 1,310 $614K
Clarity Capital Advisors, LLC 0.40% No change 1,308 $614K
MTM Investment Management, LLC 0.24% Add +1.6% 1,297 $613K
Fagan Associates, Inc. 0.10% Add +33.0% 1,303 $611K
Nautilus Advisors LLC 0.50% Reduce -0.6% 1,302 $610K
LRI Investments, LLC 0.06% Reduce -15.0% 1,299 $609K
Centerpoint Advisory Group 0.60% Reduce -41.0% 1,298 $609K
Cobblestone Capital Advisors LLC 0.03% Reduce -1.1% 1,297 $608K
CGN Advisors LLC 0.06% Reduce -1.7% 1,297 $608K
TLWM 0.12% Add +0.5% 1,296 $608K
DiNuzzo Private Wealth, Inc. 0.08% No change 1,295 $607K
Valley Wealth Managers, Inc. 0.05% Reduce -9.2% 1,291 $605K
Firestone Capital Management 0.16% Add +18.5% 1,289 $604K
GDS Wealth Management 0.05% Add +12.2% 1,286 $603K
Vestor Capital, LLC 0.05% Reduce -0.5% 1,287 $603K
Pitti Group Wealth Management, LLC 0.62% Reduce -0.8% 1,286 $603K
Concord Asset Management, LLC 0.13% Add +11.2% 1,325 $602K
IAG Wealth Partners, LLC 0.09% Reduce -11.5% 1,283 $602K
Dodds Wealth, LLC 0.20% Add +0.2% 1,283 $602K
Belmont Capital, LLC 0.11% No change 1,280 $600K
Pennsylvania Capital Management Inc. 0.22% Reduce -3.3% 1,279 $600K
Keystone Financial Services 0.23% No change 1,276 $598K
Cambridge Capital Management, LLC 0.38% No change 1,271 $596K
Ledyard National Bank 0.06% Reduce -14.4% 1,271 $596K
St Germain D J Co. Inc. 0.03% Reduce -0.6% 1,271 $596K
M. Kulyk & Associates, LLC 0.14% Reduce -0.9% 1,265 $593K
Thrive Wealth Management, LLC 0.11% Add +5.4% 1,265 $593K
Bellecapital International Ltd. 0.12% No change 1,258 $590K
4J Wealth Management LLC 0.47% Add +11.3% 1,258 $590K
Noesis Capital Mangement Corp. 0.12% Reduce -7.7% 1,258 $590K
Debussy Capital Management LP 0.09% Add +10.5% 1,255 $589K
MassMutual Private Wealth & Trust, FSB 0.02% Add +3.0% 1,252 $587K
WPWealth LLP 0.12% Add +9.5% 1,251 $587K
Choice Wealth Advisors LLC 0.30% No change 1,248 $585K
Johnson & White Wealth Management, LLC 0.33% Add +12.0% 1,248 $585K
Alexander Randolph Advisory, Inc. 0.57% Reduce -4.5% 1,246 $584K
Zevin Asset Management LLC 0.09% Reduce -23.2% 1,246 $584K
McCollum Christoferson Group LLC 0.18% No change 1,245 $584K
M Wealth Management, LLC 0.54% No change 1,244 $583K
Garrison Point Advisors, LLC 0.28% Reduce -3.5% 1,242 $582K
Essex LLC 0.13% Reduce -11.1% 1,240 $582K
Western Pacific Wealth Management, LP 0.53% No change 1,238 $581K
OLIO Financial Planning 0.20% Reduce -1.0% 1,237 $580K
Claris Financial LLC 0.38% No change 1,134 $580K
Northwest Capital Management Inc 0.24% Reduce -9.3% 1,234 $579K
David Wealth Management LLC 0.48% No change 1,233 $578K
Oak Harvest Investment Services 0.08% Reduce -12.1% 1,232 $578K
TCV Trust & Wealth Management, Inc. 0.05% No change 1,231 $577K
Hurlow Wealth Management Group, Inc. 0.18% Reduce -37.9% 1,229 $576K
Farmers National Bank 0.16% Reduce -0.2% 1,227 $575K
Signature Wealth Management Partners, LLC 0.38% Add +0.6% 1,227 $575K
Bragg Financial Advisors, Inc 0.02% No change 1,226 $575K
West Bancorporation Inc. 0.39% No change 1,225 $574K
Financial Advisors Network, Inc. 0.10% Add +2.1% 1,223 $574K
Nicolet Advisory Services, LLC 0.06% Reduce -1.1% 1,286 $574K
Atlas Legacy Advisors, LLC 0.15% Reduce -31.1% 1,221 $573K
Quantum Financial Planning Services, Inc. 0.31% Reduce -0.2% 1,220 $572K
Beacon Financial Group 0.06% Add +9.0% 1,219 $571K
ERn Financial, LLC 0.09% Add +29.6% 1,212 $568K
Sensible Money, LLC 0.24% No change 1,211 $568K
Guidance Point Advisors, LLC 0.17% Reduce -7.8% 1,210 $567K
Occidental Asset Management, LLC 0.09% Add +35.1% 1,209 $567K
Park Place Capital Corp 0.15% Add +10.9% 1,208 $566K
Orser Capital Management, LLC 0.42% New 1,207 $566K
McLean Asset Management Corp 0.19% Add +8.6% 1,359 $566K
BOS Asset Management, LLC 0.19% Add +17.5% 1,202 $564K
Buffington Mohr McNeal 0.11% No change 1,202 $563K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -28.3% 1,201 $563K
J2 Capital Management Inc 0.51% Add +1.3% 1,193 $559K
One Charles Private Wealth Services, LLC 0.18% Add +10.6% 1,192 $559K
Archford Capital Strategies, LLC 0.08% Reduce -49.5% 1,191 $559K
Teachers Insurance & Annuity Association of America 0.74% Reduce -3.2% 1,191 $558K
Diligent Investors, LLC 0.14% Add +8.9% 1,189 $558K
Pacific Sage Partners, LLC 0.13% Reduce -0.4% 1,185 $556K
Investment Research & Advisory Group, Inc. 0.23% Add +0.2% 1,184 $555K
Compagnie Lombard Odier SCmA 0.01% New 1,184 $555K
Union Savings Bank 0.27% Add +6.9% 1,184 $555K
Fusion Capital, LLC 0.21% Add +58.7% 1,181 $554K
Schrum Private Wealth Management LLC 0.49% No change 1,176 $552K
Zullo Investment Group, Inc. 0.24% Add +0.9% 1,176 $551K
DGS Capital Management, LLC 0.15% Reduce -26.3% 1,175 $551K
Childress Capital Advisors, LLC 0.16% New 1,168 $547K
Hartford Financial Management Inc. 0.11% Add +20.4% 1,164 $546K
Strategic Planning Group, LLC 0.11% Reduce -4.7% 1,163 $546K
RAM Investment Partners, LLC 0.13% Reduce -0.4% 1,162 $545K
White Pine Capital LLC 0.19% Reduce -38.8% 1,162 $545K
Paloma Partners Management Co 0.20% Reduce -89.6% 1,161 $544K
DDFG, Inc 0.15% No change 1,155 $542K
Northeast Planning Associates, Inc. / NH / 0.45% No change 1,153 $541K
Baskin Financial Services Inc. 0.04% Add +4.9% 1,151 $540K
Prudential Financial Inc. 0.00% No change 1,150 $539K
Icon Wealth Advisors, LLC 0.04% Add +22.8% 1,149 $539K
Opal Wealth Advisors, LLC 0.17% Add +22.0% 1,149 $539K
WestHill Financial Advisors, Inc. 0.12% Reduce -8.8% 1,146 $538K
Security National Bank of So Dak 0.30% No change 1,146 $537K
Global View Capital Management LLC 0.19% Reduce -8.0% 1,144 $536K
Summit Wealth & Retirement Planning, Inc. 0.16% No change 1,144 $536K
LPWM LLC 0.17% No change 1,142 $536K
Motco 0.06% Add +5.5% 1,142 $536K
Burns Matteson Capital Management, LLC 0.29% Reduce -16.9% 1,138 $534K
Vaughan David Investments LLC 0.01% Add +12.9% 1,136 $533K
Custos Family Office, LLC 0.19% Add +0.2% 1,135 $532K
Fortune Financial Advisors, LLC 0.46% Add +48.9% 1,133 $531K
Koa Wealth Management, LLC 0.43% Add +25.3% 1,129 $529K
Brogan Financial, Inc. 0.26% No change 1,129 $529K
BCU Wealth Advisors, LLC 0.28% No change 1,129 $529K
MADDEN SECURITIES Corp 0.20% Reduce -4.3% 1,124 $527K
Seek First Inc. 0.47% — 1,122 $526K
Nemes Rush Group LLC 0.07% Reduce -1.3% 1,121 $526K
InTrack Investment Management Inc 0.48% No change 1,120 $525K
DDD Partners, LLC 0.06% Reduce -26.5% 1,117 $524K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +7.2% 1,112 $521K
Creekside Partners 0.27% Reduce -1.7% 1,108 $519K
Riggs Asset Managment Co. Inc. 0.15% Reduce -10.5% 1,105 $518K
BankPlus Wealth Management LLC 0.38% No change 1,103 $517K
Turning Point Benefit Group, Inc. 0.48% Reduce -41.5% 1,219 $516K
Glass Jacobson Investment Advisors llc 0.17% No change 1,006 $514K
Bryant Woods Investment Advisors, LLC 0.25% Add +71.5% 1,096 $514K
Gradient Capital Advisors, LLC 0.17% Add +9.1% 1,096 $514K
RCS Financial Planning, LLC 0.27% No change 1,092 $512K
Wise Wealth Partners 1.22% Add +0.9% 1,092 $512K
Applied Capital LLC 0.25% Reduce -14.0% 1,091 $511K
Summit Financial Strategies, Inc. 0.05% Reduce -8.0% 1,090 $511K
Wealthcare Capital Partners, LLC 0.26% Add +25.1% 1,088 $510K
Libra Wealth LLC 0.19% No change 1,088 $510K
Crux Wealth Advisors 0.27% Add +3.5% 1,088 $510K
Abacus Planning Group, Inc. 0.09% Reduce -5.7% 1,087 $510K
Drucker Wealth 3.0, LLC 0.11% Add +66.6% 1,083 $508K
Clarus Group, Inc. 0.20% New 1,083 $508K
Garrett Wealth Advisory Group, LLC 0.11% No change 1,081 $507K
Wallace Advisory Group, LLC 0.35% Reduce -19.0% 990 $506K
Raffa Wealth Management, LLC 0.11% No change 1,077 $505K
Gables Capital Management Inc. 0.25% Add +22.2% 1,075 $504K
Heritage Investment Group, Inc. 0.09% Add +6.7% 1,072 $503K
Investment Management Corp. /Va/ 0.45% Add +3.7% 1,072 $503K
Colonial Trust Advisors 0.04% Add +23.2% 1,072 $503K
Legacy Trust 0.12% No change 1,069 $501K
Brady Family Wealth, LLC 0.16% Reduce -1.8% 1,068 $501K
2UniFi Bank 0.32% Reduce -12.6% 985 $501K
Brickley Wealth Management 0.10% No change 1,065 $499K
Client 1ST Advisory Group, LLC 0.19% Add +2.3% 1,063 $498K
Strategic Wealth Investment Group, LLC 0.87% Reduce -97.5% 1,062 $498K
Carrera Capital Advisors 0.11% Reduce -4.8% 1,061 $498K
Flynn Zito Capital Management, LLC 0.23% Reduce -0.4% 1,056 $495K
Quest Investment Management LLC 0.06% Reduce -5.2% 1,055 $495K
Collar Capital Management, LLC 0.45% Reduce -17.5% 1,054 $494K
CTC Alternative Strategies, Ltd. 0.60% No change 1,050 $492K
Vested Financial Planning, LLC 0.49% No change 1,050 $492K
Joel Adams & Associates, Inc. 0.44% No change 1,050 $492K
Spreng Capital Management, Inc. 0.23% Reduce -17.3% 1,045 $490K
Verum Partners LLC 0.13% No change 1,044 $490K
Cullinan Associates Inc. 0.03% No change 1,043 $489K
Baron Silver Stevens Financial Advisors, LLC 0.09% Reduce -12.0% 1,040 $488K
GoalVest Advisory LLC 0.13% Add +202.3% 1,040 $487K
Sageworth Trust Co 0.03% No change 1,034 $485K
Divergent Planning, LLC 0.16% Add +2.3% 1,075 $484K
Wrenne Financial Planning LLC 0.26% Add +19.7% 1,032 $484K
Consilium Wealth Advisory, LLC 0.24% Reduce -1.9% 1,028 $482K
Lodestone Wealth Management LLC 0.26% No change 1,027 $481K
Rice Partnership, LLC 0.10% Add +6.8% 1,026 $481K
Kavar Capital Partners Group, LLC 0.08% Add +6.8% 1,026 $481K
Wallace Hart LLC 1.21% Reduce -99.1% 1,026 $481K
Stonebridge Capital Advisors LLC 0.04% Reduce -43.7% 1,025 $481K
Brio Consultants, LLC 0.08% Reduce -19.9% 1,023 $480K
Gibbs Wealth Management 0.12% Add +3.2% 1,021 $479K
HTG Investment Advisors, Inc. 0.20% No change 1,019 $478K
Shilanski & Associates, Inc. 0.15% Add +14.3% 1,018 $477K
Rise Advisors, LLC 0.21% Reduce -52.6% 1,015 $476K
Hickory Point Bank & Trust 0.42% Reduce -4.7% 1,014 $475K
Clear Street Derivatives LLC 0.01% Reduce -98.8% 1,012 $475K
Potentia Wealth 0.22% Add +17.9% 1,010 $474K
AIMZ Investment Advisors, LLC 0.17% Add +78.6% 1,009 $473K
AlpenGlobal Capital LLC 0.34% Reduce -0.2% 1,008 $473K
Wealthstream Advisors, Inc. 0.09% No change 1,008 $472K
Peak Financial Management, Inc. 0.14% Reduce -36.1% 1,005 $471K
Friday Financial 0.28% No change 990 $471K
Gruss & Co., LLC 2.04% Reduce -66.7% 1,000 $469K
Ardmore Road Asset Management LP 0.05% New 1,000 $469K
Willis Johnson & Associates, Inc. 0.04% Add +22.9% 1,000 $469K
O'ROURKE & COMPANY, Inc 0.23% Reduce -8.3% 999 $469K
Dynamic Financial Group 0.47% No change 997 $468K
Brasada Capital Management, LP 0.09% Add +1.4% 1,124 $467K
Mission Financial Group, LLC 0.43% — 809 $467K
Encompass More Asset Management 0.14% Add +62.9% 995 $467K
Benson Investment Management Company, Inc. 0.20% Reduce -3.4% 993 $466K
Butensky & Cohen Financial Security, Inc. 0.14% Reduce -9.8% 991 $465K
Rockbridge Investment Management, LCC 0.06% Add +4.9% 991 $465K
Davis Capital Management 0.37% Reduce -0.6% 990 $464K
Iowa State Bank 0.10% Reduce -39.0% 989 $464K
Highland Capital Management, LLC 0.03% Reduce -5.7% 989 $464K
Westshore Wealth, LLC 0.20% No change 988 $463K
Bluesphere Advisors LLC 0.26% Reduce -10.6% 983 $461K
Aureus Asset Management, LLC 0.03% Reduce -11.3% 982 $460K
Gibson Capital, LLC 0.10% Reduce -8.2% 981 $460K
Avion Wealth 0.12% No change 899 $459K
Beverly Hills Private Wealth, LLC 0.09% Reduce -1.6% 978 $459K
Holland Advisory Services, Inc. 0.69% No change 975 $457K
Sharp Wealth Advisory, LLC 0.35% Add +33.9% 975 $457K
Canopy Partners, LLC 0.18% Reduce -15.0% 974 $457K
First Bancorp, Inc 0.30% Add +1.1% 971 $455K
Nottingham Advisors, Inc. 0.07% Reduce -17.1% 971 $455K
Fiducient Advisors LLC 0.06% Add +67.9% 962 $452K
Valley Forge Investment Consultants Inc. Adv 0.16% No change 961 $451K
Ridgepath Capital Management LLC 0.22% Reduce -94.7% 960 $450K
Worth Financial Advisory Group, LLC 0.29% Add +50.5% 959 $450K
CHB Investment Group, LLC 0.24% Reduce -1.0% 957 $449K
AGH Wealth Advisors, LLC 0.43% Reduce -2.0% 957 $449K
TPG Advisors LLC 0.35% Add +18.5% 955 $448K
Waterway Wealth Management, LLC 0.19% Reduce -9.5% 955 $448K
RW Investment Management LLC 0.06% Reduce -24.0% 954 $447K
Barlow Wealth Partners, LLC 0.06% No change 944 $446K
Philadelphia Trust Co. 0.04% No change 952 $446K
Hamilton Capital, LLC 0.03% No change 949 $445K
LVZ, Inc. 0.06% Reduce -0.8% 944 $443K
SYM FINANCIAL Corp 0.05% Reduce -33.6% 943 $442K
Prairieview Wealth Partners, LLC 0.54% Add +6.5% 943 $442K
Hartmann Taylor Wealth Management, LLC 0.40% — 943 $442K
Dentgroup LLC 0.33% No change 943 $442K
Dixon Fnancial Services, Inc. 0.24% No change 941 $441K
Freedom Day Solutions, LLC 0.13% Add +11.6% 940 $441K
Drive Wealth Management, LLC 0.10% Reduce -41.6% 936 $440K
Culbertson A N & Co. Inc. 0.07% No change 937 $439K
First Financial Bankshares Inc 0.01% Reduce -2.6% 935 $438K
Legacy Financial Group, Inc. 0.14% Add +6.0% 934 $438K
Kennedy Investment Group, Inc. 0.20% Reduce -2.1% 933 $438K
Asset Planning Services Inc. /La/ 0.22% Add +0.7% 933 $437K
Parkworth Wealth Management, Inc. 0.35% Add +0.1% 931 $437K
Beese Fulmer Investment Management, Inc. 0.04% No change 931 $437K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +16.1% 928 $436K
Willow Creek Wealth Management Inc. 0.04% No change 928 $435K
Horizon Investments, LLC 0.01% Reduce -8.3% 928 $435K
Chancellor Financial Group WB LP 0.36% Add +42.4% 924 $433K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -20.6% 922 $432K
Siligmueller & Norvid Wealth Advisors LLC 0.18% Reduce -1.0% 919 $431K
Mainstay Capital Management LLC 0.06% Add +20.3% 919 $431K
Cooper/Haims Advisors, LLC 0.23% Reduce -16.8% 919 $431K
Cape Ann Savings Bank 0.27% No change 918 $430K
LTG Capital LLC 0.39% Reduce -3.9% 918 $430K
Leeward Financial Partners, LLC 0.16% Add +4.6% 917 $430K
Waller Financial Planning Group, Inc. 0.12% Reduce -4.5% 916 $430K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -2.8% 916 $430K
Windsor Capital Management, LLC 0.13% Reduce -11.7% 915 $429K
ABLE Financial Group, LLC 0.12% Reduce -3.3% 915 $429K
Lazard Freres Gestion S.A.S. 0.01% Reduce -1.1% 915 $429K
Strategic Investment Advisors / MI 0.05% Add +51.2% 915 $429K
Orcam Financial Group 0.40% No change 913 $428K
Cookson Peirce & Co. Inc. 0.02% New 912 $428K
Avant Financial Advisors LLC 0.39% No change 909 $426K
Heritage Wealth Management, Inc. 0.15% Add +31.9% 909 $426K
Trust Co of the South 0.09% Add +30.2% 909 $426K
BlueStem Wealth Partners, LLC 0.06% Reduce -1.6% 907 $425K
Paradigm Capital Management, LLC 0.44% Reduce -29.0% 907 $425K
Braun-Bostich & Associates Inc. 0.31% Add +3.3% 904 $424K
Landaas & Co. /Wi 0.12% New 902 $423K
Long Island Wealth Management, Inc. 0.26% No change 902 $423K
Marathon Trading Investment Management LLC 0.23% New 900 $422K
Beutel, Goodman & Co Ltd. 0.00% New 900 $422K
Paradigm, Strategies in Wealth Management, LLC 0.28% No change 899 $422K
MJP Associates Inc. 0.08% New 899 $422K
ICONIQ Capital, LLC 0.01% Reduce -26.3% 897 $421K
FLC Capital Advisors 0.09% Add +1.5% 897 $421K
Abound Financial, LLC 0.21% No change 896 $420K
Panoramic Capital Partners, LLC 0.43% New 1,009 $420K
KWB Wealth 0.05% Add +20.2% 821 $420K
Hoge Financial Services, LLC 0.29% New 894 $419K
Hemington Wealth Management 0.06% No change 890 $417K
Catalyst Financial Partners LLC 0.08% Reduce -12.0% 888 $416K
Compass Planning Associates Inc 0.42% No change 879 $412K
Grove Bank & Trust 0.06% Add +10.0% 878 $412K
Cable Hill Partners, LLC 0.04% Add +112.0% 863 $410K
Rogco, LP 0.16% Add +40.9% 875 $410K
First Long Island Investors, LLC 0.03% No change 875 $410K
Planning Alternatives Ltd. 0.06% No change 873 $409K
Single Point Partners, LLC 0.10% New 872 $409K
Mountain Pacific Investment Advisers LLC 0.03% No change 871 $408K
Forte Asset Management LLC 0.21% No change 870 $408K
Tobias Financial Advisors, Inc. 0.08% Add +6.9% 868 $407K
Hohimer Wealth Management, LLC 0.08% Add +32.3% 861 $404K
Capital Investment Counsel, Inc 0.06% Add +37.6% 860 $403K
Lakeridge Wealth Management LLC 0.20% Add +3.0% 860 $403K
Redmont Wealth Advisors LLC 0.79% Reduce -59.0% 860 $403K
Pension & Wealth Management Advisors, Inc. 0.15% Add +26.7% 858 $403K
Gridiron Partners, LLC 0.26% No change 858 $402K
Provident Wealth Management, LLC 0.14% No change 857 $402K
Trinity Financial Advisors LLC 0.14% Add +17.6% 889 $401K
WASHINGTON TRUST Co 0.02% Add +24.1% 856 $401K
Balance Wealth Partners LLC 0.26% — 855 $401K
Nicholson Wealth Management Group, LLC 0.26% Add +4.8% 852 $400K
Narus Financial Partners, LLC 0.14% Reduce -0.1% 852 $400K
Sather Financial Group Inc 0.03% Reduce -27.2% 852 $400K
Councilmark Asset Management, LLC 0.27% No change 850 $399K
Erste Asset Management GmbH 0.01% Add +19.6% 4,153 $398K
Matisse Capital 0.21% Add +1.3% 848 $398K
Twin Lakes Capital Management, LLC 0.27% No change 848 $398K
TL Private Wealth 0.20% No change 950 $395K
Redwood Wealth Management Group, LLC 0.20% Reduce -1.4% 843 $395K
Leigh Baldwin & Co., LLC 0.32% No change 842 $395K
Birch Financial Group, LLC 0.35% Reduce -1.4% 840 $394K
Quadrant Capital Group LLC 0.01% Reduce -1.5% 840 $394K
OMNI 360 Wealth, Inc. 0.26% Reduce -1.2% 840 $394K
Bangor Savings Bank 0.04% Reduce -4.7% 840 $394K
GenWealth Group, Inc. 0.09% Reduce -97.8% 839 $393K
Register Financial Advisors LLC 0.20% No change 836 $392K
Wealth Alliance Advisory Group, LLC 0.08% Reduce -5.0% 835 $392K
Clean Yield Group 0.13% Reduce -16.5% 835 $392K
Southeast Asset Advisors, LLC 0.05% Reduce -19.0% 834 $391K
Avalon Capital Management 0.11% Reduce -53.6% 834 $391K
Kintra Wealth, LLC 0.26% New 832 $390K
Auxano Advisors, LLC 0.10% Reduce -2.7% 831 $390K
Horizons Wealth Management 0.29% Reduce -11.1% 830 $389K
Washington Trust Bank 0.04% Reduce -0.4% 829 $389K
Valicenti Advisory Services Inc. 0.10% Reduce -2.4% 828 $388K
High Net Worth Advisory Group LLC 0.11% Add +6.9% 823 $386K
First Community Trust NA 0.34% No change 821 $385K
Range Financial Group LLC 0.17% Add +7.9% 820 $385K
New England Professional Planning Group Inc. 0.19% New 820 $385K
Wealthstar Advisors, LLC 0.18% Reduce -5.5% 818 $384K
Collective Family Office LLC 0.10% Reduce -18.7% 817 $383K
Syntax Research, Inc. 0.26% No change 815 $382K
Family Firm, Inc. 0.09% No change 814 $382K
Stonehearth Capital Management, LLC 0.16% Reduce -93.2% 813 $381K
Whelan Financial 0.15% Reduce -22.9% 810 $380K
Climber Capital SA 0.30% Reduce -43.8% 940 $379K
Mountain Hill Investment Partners Corp. 0.37% Add +47.6% 806 $378K
Burkett Financial Services, LLC 0.15% No change 803 $376K
Eubel Brady & Suttman Asset Management Inc. 0.05% No change 801 $376K
Moody National Bank Trust Division 0.04% Reduce -2.3% 800 $375K
Phillips Financial Management, LLC 0.03% Add +1.1% 795 $373K
Stordahl Capital Management, Inc. 0.09% No change 795 $373K
Gitterman Wealth Management, LLC 0.10% No change 794 $372K
Morey & Quinn Wealth Partners, LLC 0.31% Add +18.4% 793 $372K
Main Street Research LLC 0.02% Reduce -23.2% 790 $371K
Kondo Wealth Advisors, Inc. 0.18% Reduce -9.2% 787 $369K
Boston Trust Walden Corp 0.00% No change 787 $369K
Avalon Trust Co 0.03% Add +354.9% 787 $369K
Tenon Financial LLC 0.23% No change 786 $368K
Sollinda Capital Management LLC 0.10% Reduce -3.1% 784 $368K
XY Planning Network, Inc. 0.24% New 782 $367K
Headland Capital, LLC 0.12% Add +3.9% 781 $366K
Monograph Wealth Advisors, LLC 0.05% No change 780 $366K
Baugh & Associates, LLC 0.19% Add +0.1% 794 $366K
Boston Research & Management Inc. 0.09% Reduce -3.8% 777 $365K
Cathy Pareto & Associates, Inc. 0.32% Reduce -5.6% 777 $364K
First Financial Bank - Trust Division 0.04% No change 777 $364K
Old Second National Bank of Aurora 0.09% No change 775 $363K
Asset Planning Corporation 0.21% Add +12.8% 774 $363K
MRA Advisory Group 0.19% No change 773 $363K
TAGStone Capital, Inc. 0.18% No change 771 $362K
Foster & Motley Inc. 0.02% No change 771 $362K
AIFG Consultants Ltd. 0.60% New 771 $362K
Greater Midwest Financial Group, LLC 0.25% Reduce -16.4% 771 $362K
Yardley Wealth Management LLC 0.21% Reduce -14.9% 769 $361K
Corepath Wealth Partners LLC 0.34% New 812 $361K
Blue Chip Partners, LLC 0.03% Reduce -5.4% 765 $359K
Arrien Investments, Inc. 0.26% Reduce -6.4% 765 $359K
Rosenberg Matthew Hamilton 0.09% Add +6.3% 763 $358K
J. W. Coons Advisors, LLC 0.09% No change 761 $357K
Tectonic Advisors LLC 0.02% No change 760 $356K
KMG Fiduciary Partners, LLC 0.03% Add +0.3% 758 $356K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% Reduce -49.6% 758 $355K
Heritage Financial Services, LLC 0.04% Reduce -3.3% 756 $355K
Baldwin Wealth Partners LLC 0.02% Add +2.0% 756 $355K
IMS Capital Management 0.18% Reduce -34.7% 756 $354K
LVW Advisors, LLC 0.04% Add +22.8% 755 $354K
Lynx Investment Advisory 0.23% No change 751 $352K
Kirr Marbach & Co. LLC 0.08% No change 750 $352K
Parker Financial LLC 0.17% No change 750 $352K
Skylands Capital, LLC 0.05% No change 750 $352K
Verus Financial Partners, Inc. 0.04% Add +0.8% 766 $351K
BFI Infinity Ltd. 0.38% Add +72.0% 748 $351K
Providence First Trust Co 0.14% Add +10.5% 747 $350K
Middleton & Co. Inc. 0.04% Reduce -19.1% 745 $349K
GW Henssler & Associates Ltd. 0.02% Reduce -42.7% 745 $349K
Wingate Wealth Advisors, Inc. 0.40% Add +60.8% 743 $348K
Financial & Tax Architects, LLC 0.09% Reduce -18.9% 742 $348K
Clark Wealth Partners 0.26% No change 741 $348K
Alesco Advisors, LLC, An ESL Co 0.01% No change 740 $347K
Hopwood Financial Services, Inc. 0.27% No change 740 $347K
Suncoast Equity Management 0.04% No change 740 $347K
Grandfield & Dodd, LLC 0.02% No change 739 $347K
Lantz Financial LLC 0.09% Reduce -0.9% 739 $346K
1776 Wealth LLC 0.16% Add +23.0% 738 $346K
Trueblood Wealth Management, LLC 0.16% Add +16.6% 737 $346K
Brooklyn FI, LLC 0.11% Add +6.2% 735 $345K
Arbor Trust Wealth Advisors, LLC 0.16% No change 734 $345K
Fearless Solutions, LLC dba Best Invest 0.27% Add +1.7% 733 $344K
Spectrum Planning & Advisory Services Inc. 0.29% Reduce -4.8% 733 $344K
Prosperity Financial Group, Inc. 0.17% Reduce -23.8% 732 $343K
Bath Savings Trust Co 0.04% Add +10.1% 732 $343K
Accelerate Investment Advisors LLC 0.29% Add +52.2% 732 $343K
Shira Ridge Wealth Management 0.17% No change 731 $343K
Pavion Blue Capital, LLC 0.16% No change 731 $343K
Bedel Financial Consulting, Inc. 0.05% Add +34.4% 711 $342K
Adell Harriman & Carpenter Inc. 0.03% Add +0.7% 729 $342K
Nalls Sherbakoff Group, LLC 0.28% — 729 $342K
Legacy Capital Group California, Inc. 0.12% Add +0.6% 724 $340K
Sculati Wealth Management, LLC 0.14% Reduce -4.8% 720 $338K
Farmers & Merchants Investments Inc. 0.01% Reduce -34.4% 717 $336K
RBA Wealth Management, LLC 0.13% Add +1.1% 716 $336K
Whitener Capital Management, Inc. 0.10% Reduce -6.3% 716 $336K
Vanguard Capital Wealth Advisors 0.41% No change 715 $335K
Hudson Portfolio Management LLC 0.32% Reduce -3.4% 715 $335K
Corundum Group, Inc. 0.16% Reduce -4.0% 715 $335K
John W. Brooker & Co., CPAs 0.14% No change 714 $335K
Magnolia Capital Advisors LLC 0.09% Reduce -47.3% 711 $333K
Mycio Wealth Partners, LLC 0.08% No change 710 $333K
Aull & Monroe Investment Management Corp 0.17% Reduce -19.3% 710 $333K
Elevation Wealth Partners, LLC 0.14% Add +22.9% 708 $332K
Carson Advisory Inc. 0.22% Add +9.3% 708 $332K
Loudon Investment Management, LLC 0.19% Add +1.1% 708 $332K
Mayfair Advisory Group, LLC 0.19% Reduce -6.6% 708 $332K
MN Wealth Advisors, LLC 0.19% No change 707 $332K
Matthew Goff Investment Advisor, LLC 0.06% No change 706 $331K
Bridge Creek Capital Management LLC 0.10% Add +16.6% 703 $330K
Lakewood Asset Management LLC 0.22% No change 700 $328K
Anthracite Investment Company, Inc. 0.21% New 700 $328K
Francis Financial, Inc. 0.08% No change 700 $328K
Primoris Wealth Advisors, LLC 0.25% Add +1.6% 692 $327K
Compass Wealth Management LLC 0.08% Reduce -4.4% 696 $326K
Burton Enright Welch 0.07% Add +38.1% 692 $324K
Alternative Investment Advisors, LLC. 0.17% Add +8.5% 691 $324K
Manuka Financial, LLC 0.21% New 691 $324K
Wernau Asset Management Inc. 0.33% No change 690 $324K
North Berkeley Wealth Management, LLC 0.34% No change 690 $324K
First Hawaiian Bank 0.05% Reduce -78.3% 689 $323K
Park Edge Advisors, LLC 0.09% Reduce -63.2% 688 $323K
Brandywine Trust Co. 0.05% New 688 $323K
Midwest Financial Network, LLC 0.32% Add +3.9% 687 $322K
FOCUS Wealth Advisors, LLC 0.18% Add +11.2% 684 $321K
Blodgett Wealth Advisors, LLC 0.27% No change 683 $320K
SevenBridge Financial Group, LLC 0.06% Reduce -0.6% 629 $319K
Disciplined Investors, L.L.C. 0.29% No change 678 $318K
Roberts Glore & Co. Inc. 0.10% No change 677 $317K
Bank of New Hampshire 0.08% No change 677 $317K
BluePointe Capital Management, LLC 0.12% New 673 $316K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -32.2% 674 $316K
Permanens Capital L.P. 0.06% New 671 $315K
CNB Bank 0.16% Reduce -5.0% 672 $315K
Clarity Wealth Development LLC 0.35% Reduce -13.2% 660 $314K
Optas, LLC 0.05% No change 667 $313K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 662 $310K
Atwater Malick LLC 0.10% No change 661 $310K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 660 $310K
Wells Trecaso Financial Group, LLC 0.10% No change 658 $309K
von Borstel & Associates, Inc. 0.09% No change 658 $308K
Bearing Point Capital, LLC 0.07% Reduce -11.5% 655 $307K
Rodgers Brothers Inc. 0.04% No change 655 $307K
Sloy Dahl & Holst, LLC 0.05% Add +1.2% 654 $307K
Bridges Investment Management Inc. 0.00% Reduce -43.6% 651 $305K
Sabal Trust CO 0.02% No change 650 $305K
Wood Tarver Financial Group, LLC 0.10% Add +71.4% 648 $304K
Tevis Investment Management 0.23% No change 595 $304K
GK Wealth Management LLC 0.38% Add +7.5% 648 $304K
America First Investment Advisors, LLC 0.06% No change 648 $304K
New Hampshire Trust 0.07% No change 646 $303K
Integris Wealth Management, LLC 0.09% Add +13.5% 646 $303K
Abacus Wealth Partners, LLC 0.05% Add +14.4% 643 $302K
Transce3nd, LLC 0.13% Reduce -92.8% 643 $301K
Uptown Financial Advisors LLC 0.31% New 642 $301K
EagleClaw Capital Managment, LLC 0.05% No change 640 $300K
Canvas Wealth Advisors, LLC 0.08% Add +23.9% 673 $299K
Upper Left Wealth Management, LLC 0.21% New 636 $298K
Northstar Financial Companies, Inc. 0.32% Add +7.3% 636 $298K
Wellington Shields Capital Management, LLC 0.05% Add +0.3% 635 $298K
Walled Lake Planning & Wealth Management, LLC 0.11% Reduce -3.5% 635 $298K
Palo Alto Wealth Advisors, LLC 0.12% Reduce -45.5% 574 $296K
Gordian Advisors LLC 0.23% Add +25.1% 628 $294K
FSA Wealth Management LLC 0.12% Reduce -7.2% 628 $294K
Payne Capital Management, LLC 0.13% No change 627 $294K
Cetera Trust Company, N.A 0.19% No change 627 $294K
Adapt Wealth Advisors, LLC 0.14% No change 627 $294K
Wisconsin Capital Management LLC 0.19% No change 626 $294K
Delta Asset Management LLC 0.03% Add +18.4% 625 $293K
Dahring | Cusmano LLC 0.25% Add +0.5% 624 $293K
Copia Wealth Management 0.27% Reduce -2.2% 624 $293K
First Western Trust Bank 0.01% Reduce -12.7% 624 $293K
AAF Wealth Management, LLC 0.16% Reduce -40.9% 624 $293K
Thomasville National Bank 0.02% Reduce -18.6% 623 $292K
Leisure Capital Management 0.12% No change 618 $290K
Cabot Wealth Management Inc. 0.04% Add +31.6% 616 $289K
Parkside Advisors LLC 0.07% No change 615 $289K
Note Advisors, LLC 0.24% New 616 $289K
Great Waters Wealth Management 0.04% Reduce -4.3% 615 $288K
Wambolt & Associates, LLC 0.10% Reduce -24.8% 609 $288K
Sage Rhino Capital LLC 0.07% Reduce -95.8% 612 $287K
Crescent Sterling, Ltd. 0.29% New 612 $287K
Paces Ferry Wealth Advisors, LLC 0.14% Reduce -18.9% 612 $287K
Inspire Advisors, LLC 0.03% Reduce -9.5% 610 $286K
VAUGHAN & Co SECURITIES, INC. 0.18% No change 606 $284K
Brand Asset Management Group, Inc. 0.12% No change 606 $284K
TFO Wealth Partners, LLC 0.06% Reduce -65.3% 606 $284K
Hendershot Investments Inc. 0.04% No change 605 $284K
Northstar Advisory Group, LLC 0.18% Reduce -3.7% 604 $283K
Tandem Capital Management Corp. 0.16% Reduce -47.9% 603 $283K
Letson Investment Management, Inc. 0.11% No change 602 $282K
TruNorth Capital Management, LLC 0.07% No change 601 $282K
Clear Investment Research, LLC 0.38% No change 600 $281K
Forza Wealth Management, LLC 0.13% No change 600 $281K
Maven Securities LTD 0.06% New 600 $281K
Caitlin John, LLC 0.27% Reduce -69.5% 598 $280K
American Trust 0.07% Reduce -98.7% 597 $280K
F/m Investments LLC 0.01% New 597 $280K
Wolf Group Capital Advisors 0.09% New 594 $279K
Interchange Capital Partners, LLC 0.08% Add +1.0% 592 $278K
China Universal Asset Management Co., Ltd. 0.03% Add +15.5% 590 $277K
Strategic Point Investment Advisors, LLC 0.05% Reduce -2.2% 590 $277K
Herold Advisors, Inc. 0.06% No change 587 $276K
PUREfi Wealth, LLC 0.28% Add +34.7% 586 $275K
YANKCOM Partnership 0.15% Add +14.5% 585 $274K
West Wealth Group, LLC 0.08% Add +17.5% 578 $274K
Sendero Wealth Management, LLC 0.04% New 583 $273K
Shaker Financial Services, LLC 0.11% No change 582 $273K
Biondo Investment Advisors, LLC 0.04% No change 582 $273K
Guardian Partners Inc. 0.03% Reduce -14.3% 600 $273K
Demars Financial Group, LLC 0.12% Add +9.0% 581 $272K
Howe & Rusling Inc. 0.02% Add +34.0% 579 $272K
Kingsman Wealth Management, Inc. 0.20% — 579 $271K
Clay Northam Wealth Management, LLC 0.19% No change 577 $271K
Sutton Place Investors LLC 0.18% New 577 $271K
Plan Group Financial, LLC 0.10% New 576 $270K
V2 Financial group LLC 0.17% Reduce -11.5% 575 $270K
Summa Corp. 0.16% No change 575 $270K
Bishop & Co Investment Management, LLC 0.10% No change 574 $269K
Summit Financial Wealth Advisors, LLC 0.05% Add +39.0% 574 $269K
Laurel Wealth Advisors LLC 0.04% Add +26.1% 574 $269K
Sweeney & Michel, LLC 0.12% — 645 $268K
Endowment Wealth Management, Inc. 0.17% No change 572 $268K
Rooted Wealth Advisors, Inc. 0.11% Reduce -1.4% 631 $267K
Mengis Capital Management, Inc. 0.06% Reduce -7.4% 565 $265K
James J. Burns & Company, LLC 0.05% Add +2.2% 565 $265K
Wiser Advisor Group LLC 0.39% Reduce -4.1% 565 $265K
TD Capital Management LLC 0.03% No change 563 $264K
Curio Wealth, LLC 0.14% Reduce -99.0% 5 $264K
Next Level Wealth Planning, LLC 0.20% No change 563 $264K
Advus Financial Partners, LLC 0.07% Add +8.1% 561 $263K
LCM Capital Management Inc 0.15% Reduce -1.4% 560 $263K
Vision Capital Management, Inc. 0.04% Reduce -28.2% 559 $262K
Quantum Financial Advisors, LLC 0.04% Reduce -78.6% 558 $262K
Financial Security Advisor, Inc. 0.07% Add +6.9% 555 $260K
DMC Group, LLC 0.21% Reduce -27.0% 555 $260K
Kathmere Capital Management, LLC 0.02% Reduce -24.4% 552 $259K
Houlihan Financial Resource Group, Ltd. 0.12% No change 550 $258K
Allred Capital Management, LLC 0.10% No change 549 $257K
LifeGoal Investments, LLC 0.28% No change 549 $257K
VestGen Investment Management 0.19% No change 549 $257K
Successful Portfolios LLC 0.17% Reduce -3.5% 548 $257K
Fonville Wealth Management LLC 0.08% New 547 $257K
Measured Risk Portfolios, Inc. 0.27% Reduce -1.6% 546 $256K
Constitution Capital LLC 0.14% Add +2.3% 546 $256K
Rede Wealth, LLC 0.09% Reduce -0.6% 546 $256K
Capital Square, LLC 0.15% Add +35.8% 546 $256K
Resurgent Financial Advisors LLC 0.15% Add +0.4% 545 $256K
Cherry Tree Wealth Management, LLC 0.06% Add +1.1% 543 $255K
Almanack Investment Partners, LLC. 0.05% Reduce -56.4% 542 $254K
Hexagon Capital Partners LLC 0.05% Reduce -32.8% 542 $254K
Apeiron RIA LLC 0.08% New 540 $253K
Allen Capital Group, LLC 0.03% New 540 $253K
Lutz Financial Services LLC 0.02% No change 539 $253K
IFC Advisors LLC 0.05% Reduce -1.8% 538 $252K
Keb Asset Management, LLC 0.07% Add +11.2% 538 $252K
Fort Washington Investment Advisors Inc. 0.00% No change 537 $252K
LWM Advisors Inc. 0.30% Add +18.1% 515 $251K
Medallion Wealth Advisors, LLC 0.11% No change 533 $250K
Weaver Capital Management LLC 0.07% No change 533 $250K
Tounjian Advisory Partners, LLC 0.05% — 532 $250K
Balanced Rock Investment Advisors LLC 0.20% New 532 $249K
Jacobs & Co. 0.03% No change 532 $249K
Elevate Wealth Advisory, Inc. 0.18% No change 529 $248K
Founders Grove Wealth Partners, LLC 0.07% No change 529 $248K
Legacy Financial Group LLC 0.04% Reduce -0.2% 529 $248K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Reduce -46.7% 554 $247K
Commonwealth Retirement Investments LLC 0.10% Reduce -16.2% 527 $247K
BetterWealth, LLC 0.07% New 526 $247K
Curi Capital, LLC 0.01% Reduce -71.0% 524 $246K
Better Money Decisions, LLC 0.16% No change 524 $245K
Perissos Private Wealth Management, LLC 0.22% Reduce -47.8% 523 $245K
Horan Capital Advisors, LLC. 0.08% No change 523 $245K
Argyle Capital Partners, LLC 0.21% Reduce -42.8% 521 $244K
Mountain Capital Investment Advisors Inc. 0.05% Add +13.0% 520 $243K
City State Bank 0.08% Reduce -0.4% 518 $243K
Old North State Wealth Management, LLC 0.14% No change 515 $243K
4Thought Financial Group Inc. 0.15% Add +8516.7% 517 $242K
Elser Financial Planning, Inc 0.34% No change 516 $242K
ArborFi Advisors, LLC 0.24% No change 516 $242K
EnRich Financial Partners LLC 0.08% No change 516 $242K
Capstone Wealth Management Group LLC 0.19% Reduce -52.7% 516 $242K
L. Roy Papp & Associates, LLP 0.03% Add +28.1% 515 $241K
Brighton Securities Corp. 0.12% New 514 $241K
Wayfinding Financial, LLC 0.11% No change 515 $241K
Ogorek Anthony Joseph /NY/ 0.08% Add +605.5% 515 $241K
Legacy Wealth Management, LLC 0.02% Add +0.8% 512 $240K
SilverOak Wealth Management LLC 0.05% No change 511 $240K
Dymon Asia Capital (singapore) Pte. LTD. 0.19% New 511 $240K
Asset Advisors Investment Management, LLC 0.03% No change 511 $240K
Pennington Partners & Co., LLC 0.14% Add +12.1% 510 $240K
Cedar Point Capital Partners, LLC 0.16% Add +14.9% 510 $239K
One Wealth Capital Management, LLC 0.13% Reduce -5.2% 509 $239K
One Wealth Map LLC 0.16% No change 549 $238K
Ruedi Wealth Management, Inc. 0.07% Reduce -21.8% 505 $237K
Shearwater Capital LLC 0.17% No change 505 $237K
Brooks, Moore & Associates, Inc. 0.13% No change 505 $237K
Colony Family Offices, LLC 0.07% Reduce -41.1% 504 $237K
Burling Wealth Partners, LLC 0.05% No change 504 $236K
Gould Asset Management LLC 0.05% Add +0.6% 503 $236K
Clarkston Capital Partners, LLC 0.00% New 503 $236K
Gallacher Capital Management LLC 0.11% Add +2.4% 503 $236K
Kraematon Investment Advisors, Inc. 0.24% Reduce -13.4% 502 $236K
Atwood & Palmer Inc. 0.02% Add +191.9% 502 $235K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 501 $235K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.15% New 500 $234K
Knuff & Co LLC 0.08% Reduce -72.3% 500 $234K
Harvey Capital Management Inc. 0.06% Reduce -33.3% 500 $234K
Johnson Financial Group, LLC 0.02% New 500 $234K
Carnegie Lake Advisors LLC 0.10% No change 500 $234K
CLG LLC 0.08% New 498 $233K
Postrock Partners LLC 0.12% Add +15.3% 497 $233K
Marathon Capital Management 0.06% Reduce -8.5% 496 $233K
CoreFirst Bank & Trust 0.15% No change 495 $232K
Harbour Capital Advisors, LLC 0.06% New 515 $232K
Corrado Advisors, LLC 0.15% Add +6.5% 494 $232K
Tufton Capital Management 0.04% Add +20.9% 492 $231K
Coston, McIsaac & Partners 0.07% Reduce -1.0% 493 $231K
GEM Asset Management, LLC 0.13% Reduce -30.7% 488 $231K
Grand Wealth Management, LLC 0.13% No change 490 $230K
Graves Light Lenhart Wealth, Inc. 0.03% No change 488 $229K
Vawter Financial, Ltd. 0.13% New 487 $228K
Firethorn Wealth Partners, LLC 0.11% Reduce -3.6% 484 $227K
Private Wealth Management Group, LLC 0.08% No change 484 $227K
Bell & Brown Wealth Advisors, LLC 0.09% Reduce -6.0% 484 $227K
Tranquilli Financial Advisor LLC 0.14% New 484 $227K
Prevail Innovative Wealth Advisors, LLC 0.06% Reduce -0.2% 483 $226K
GKV Capital Management Co., Inc. 0.11% No change 482 $226K
Nestegg Advisors, Inc. 0.24% No change 481 $226K
Twelve Points Wealth Management LLC 0.06% Reduce -18.9% 481 $225K
Twin Capital Management Inc. 0.03% No change 480 $225K
Seneca Financial Advisors LLC 0.11% No change 479 $225K
Signature Resources Capital Management, LLC 0.19% No change 478 $224K
First American Bank 0.02% No change 478 $224K
North Forty Two & Co. 0.25% Add +6.7% 477 $224K
ONE Advisory Partners, LLC 0.10% No change 476 $223K
Cypress Capital, LLC 0.06% Add +1.5% 476 $223K
Capital A Wealth Management, LLC 0.23% Reduce -17.5% 476 $223K
Quadrature Capital Ltd 0.00% New 475 $223K
3Chopt Investment Partners, LLC 0.06% New 471 $221K
Vermillion Wealth Management, Inc. 0.07% Reduce -18.1% 471 $221K
Blalock Williams, LLC 0.25% No change 470 $220K
Centricity Wealth Management, LLC 0.20% No change 470 $220K
Versant Capital Management, Inc 0.04% Add +1.7% 468 $219K
Seven Mile Advisory 0.15% Add +1.5% 467 $219K
CMC Financial Group 0.49% Reduce -1.1% 464 $218K
Arbor Capital Management Inc. 0.21% Add +2.5% 459 $217K
Boulder Wealth Advisors, LLC 0.13% Add +13.5% 463 $217K
Callahan Advisors, LLC 0.02% Reduce -13.0% 463 $217K
Kelly Financial Services LLC 0.08% Reduce -0.9% 463 $217K
One Wealth Advisors, LLC 0.03% No change 460 $216K
Headinvest, LLC 0.04% No change 460 $216K
Boston Common Asset Management, LLC 0.01% No change 459 $215K
Salvus Wealth Management, LLC 0.13% Reduce -10.2% 459 $215K
Columbus Macro, LLC 0.03% Reduce -0.2% 458 $215K
Leverty Financial Group, LLC 0.09% Add +10.7% 457 $214K
Studio Investment Management LLC 0.04% Reduce -8.3% 456 $214K
OneAscent Wealth Management LLC 0.09% Reduce -17.4% 457 $214K
CMH Wealth Management LLC 0.05% Reduce -13.3% 456 $214K
Calydon Capital 0.04% New 455 $213K
LMG Wealth Partners, LLC 0.05% No change 454 $213K
May Hill Capital, LLC 0.08% New 452 $212K
Tiller Private Wealth, Inc. 0.09% No change 452 $212K
Vestmark Advisory Solutions, Inc. 0.01% New 452 $212K
HighMark Wealth Management LLC 0.13% Add +11.1% 452 $212K
Landing Point Financial Group, LLC 0.16% Add +5.6% 451 $212K
Plum Street Advisors, LLC 0.10% Add +13.3% 450 $211K
Turn8 Private Wealth Inc. 0.17% New 450 $211K
Whitcomb & Hess, Inc. 0.06% No change 450 $211K
Santori & Peters, Inc. 0.08% Add +0.5% 448 $210K
MJT & Associates Financial Advisory Group, Inc. 0.20% — 448 $210K
Spectrum Financial Alliance Ltd LLC 0.07% Reduce -21.1% 448 $210K
Hudson Capital Management LLC 0.07% No change 448 $210K
Lathrop Investment Management Co. 0.04% Add +10.6% 447 $210K
Future You Wealth LLC 0.13% New 447 $210K
Townsend & Associates, Inc 0.02% Add +3.4% 484 $209K
Endeavor Private Wealth, Inc. 0.11% Add +56.5% 446 $209K
Mainstream Capital Management LLC 0.17% Add +17.1% 445 $209K
Broadview Financial Management, LLC 0.15% No change 442 $207K
Sicart Associates LLC 0.07% Add +2.3% 441 $207K
Hunter Associates Investment Management LLC 0.03% New 440 $207K
Paragon Financial Partners, Inc. 0.16% Add +0.2% 440 $206K
Fi3 FINANCIAL ADVISORS, LLC 0.08% No change 440 $206K
Mark Sheptoff Financial Planning, LLC 0.11% Reduce -38.3% 439 $206K
Planwiser Financial, LLC 0.19% — 426 $206K
Congress Asset Management Co. 0.00% No change 438 $205K
SkyView Investment Advisors, LLC 0.03% No change 436 $205K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% Reduce -15.0% 437 $205K
Douglass Winthrop Advisors, LLC 0.00% Reduce -0.2% 437 $205K
Rench Wealth Management, Inc. 0.07% Reduce -1.1% 435 $204K
Comprehensive Money Management Services LLC 0.16% No change 435 $204K
Invenio Wealth Partners LLC 0.09% New 434 $204K
Morling Financial Advisors, LLC 0.07% Reduce -58.9% 433 $203K
Ring Mountain Capital, LLC 0.15% Add +4.1% 433 $203K
Fairfield, Bush & Co. 0.13% No change 433 $203K
Solutions 4 Wealth, Ltd 0.36% Add +0.5% 432 $203K
Kuhn & Co Investment Counsel 0.17% New 431 $202K
Newport Capital Group, LLC 0.15% New 431 $202K
Hager Investment Management Services, LLC 0.14% Reduce -3.4% 430 $202K
Beckerman Institutional, LLC 0.15% No change 429 $201K
Convergence Financial, LLC 0.04% Reduce -9.7% 428 $201K
Centered Wealth LLC dba Miller Equity Capital Advisors 13.87% — 428 $201K
Portland Financial Advisors Inc 0.51% No change 428 $201K
Burford Brothers, Inc. 0.10% Add +1.9% 428 $201K
Luminist Capital LLC 0.22% Reduce -43.6% 425 $200K
Wharton Business Group, LLC 0.01% No change 426 $200K
Caldwell Sutter Capital, Inc. 0.10% Reduce -3.4% 426 $200K
Missouri Trust & Investment Co 0.07% Reduce -8.7% 420 $197K
Robinswood Financial LLC 0.07% Reduce -0.5% 416 $195K
1834 Investment Advisors Co. 0.03% New 415 $195K
IFS Advisors, LLC 0.16% No change 414 $194K
Hills Bank & Trust Co 0.01% Add +12.6% 412 $193K
Centerpoint Advisors, LLC 0.07% Reduce -15.1% 412 $193K
Olistico Wealth, LLC 0.12% Reduce -22.4% 401 $188K
Graybill Wealth Management, LTD. 0.06% — 400 $188K
ESL Trust Services, LLC 0.04% Add +100.0% 400 $188K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -94.4% 397 $186K
Creative Capital Management Investments LLC 0.07% Add +214.3% 396 $186K
Evermay Wealth Management LLC 0.02% Add +0.5% 379 $178K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -64.6% 376 $177K
Aventura Private Wealth, LLC 0.09% Reduce -28.9% 376 $176K
Resources Management Corp. /CT/ 0.02% Add +2.5% 372 $174K
Hughes Financial Services, LLC 0.03% New 367 $173K
Mowery & Schoenfeld Wealth Management, LLC 0.33% Add +3.8% 358 $168K
Bare Financial Services, Inc 0.06% No change 356 $167K
Spirit of America Management Corp. 0.03% Add +0.6% 352 $165K
St. Johns Investment Management Company, LLC 0.08% Reduce -53.1% 351 $164K
Valued Wealth Advisors LLC 0.10% No change 339 $159K
Anfield Capital Management, LLC 0.06% Reduce -98.8% 337 $158K
Graney & King, LLC 0.11% Add +47.8% 328 $154K
Ceeto Capital Group, LLC 0.06% No change 324 $152K
Goldstream Capital Management Ltd 0.10% Reduce -44.8% 320 $151K
Stone House Investment Management, LLC 0.03% New 317 $148K
Cypress Capital Management LLC (WY) 0.18% No change 315 $148K
Strategic Investment Solutions, Inc. 0.04% Add +48.6% 312 $146K
Hikari Tsushin, Inc. 0.01% No change 302 $142K
Ascentis Wealth Management, LLC 0.05% Reduce -17.2% 299 $141K
Perkins Coie Trust Co 0.03% No change 299 $140K
Nvwm, LLC 0.04% Add +2.4% 295 $138K
SRH Advisors, LLC 0.04% No change 295 $138K
TFC Financial Management, Inc. 0.02% No change 292 $137K
Oak Family Advisors, LLC 0.06% No change 290 $136K
United Community Bank 0.05% No change 290 $136K
Gould Capital, LLC 0.09% No change 288 $135K
Horrell Capital Management, Inc. 0.06% No change 287 $135K
Cranbrook Wealth Management, LLC 0.03% No change 285 $134K
NBT Bank, N.A. 0.01% Add +8.9% 281 $132K
Legacy Wealth Managment, LLC 0.09% Add +4.5% 276 $129K
Rowlandmiller & Partners.adv 0.03% New 273 $128K
Consultiva Wealth Management, Corp. 0.44% Add +35.0% 270 $127K
Thomas J. Herzfeld Advisors, Inc. 0.04% No change 270 $127K
Cutler Capital Management, LLC 0.06% Add +32.0% 264 $124K
West Branch Capital LLC 0.04% No change 259 $121K
MV Capital Management, Inc. 0.01% No change 258 $121K
SJS Investment Consulting Inc. 0.02% Add +11.7% 257 $121K
Koesten, Hirschmann & Crabtree, INC. 0.07% Reduce -10.6% 254 $119K
Sherman Asset Management, Inc. 0.11% No change 252 $118K
Centennial Bank 0.06% No change 250 $117K
First Pacific Financial 0.02% Reduce -17.8% 249 $117K
Pinnacle Holdings, LLC 0.05% New 246 $115K
Financial Gravity Asset Management, Inc. 0.02% — 1,238 $113K
Prestige Wealth Management Group LLC 0.02% No change 241 $113K
VSM Wealth Advisory, LLC 0.04% No change 240 $113K
Hurley Capital, LLC 0.08% No change 236 $111K
Kiker Wealth Management, LLC 0.07% New 233 $109K
Cornerstone National Bank & Trust Co 0.05% No change 231 $108K
Legacy Bridge, LLC 0.06% Add +39.6% 229 $107K
Rossby Financial, LCC 0.04% New 216 $102K
Eq Wealth Advisors, LLC 0.08% New 215 $101K
Operose Advisors LLC 0.03% No change 215 $101K
POM Investment Strategies, LLC 0.12% Reduce -99.1% 210 $99K
Breakwater Investment Management 0.04% No change 208 $98K
KBC Group NV 0.00% Reduce -34.9% 207 $97K
MRP Capital Investments, LLC 0.09% No change 203 $95K
Mechanics Financial Corp 0.04% No change 203 $95K
CKW Financial Group 0.01% Reduce -2.4% 201 $95K
Nokomis Capital, L.L.C. 0.04% New 200 $94K
Ramirez Asset Management, Inc. 0.02% No change 200 $94K
Reyes Financial Architecture, Inc. 0.07% Reduce -4.4% 196 $92K
Murphy & Mullick Capital Management Corp 0.09% Add +15.0% 192 $90K
Painted Porch Advisors LLC 0.04% Add +13.1% 190 $89K
LGT Financial Advisors LLC 0.27% No change 190 $89K
Millstone Evans Group, LLC 0.06% No change 187 $88K
Hanson & Doremus Investment Management 0.01% Add +916.7% 183 $86K
Smallwood Wealth Investment Management, LLC 0.05% New 183 $86K
Harvest Fund Management Co., Ltd 0.00% Reduce -72.2% 177 $83K
Washington Trust Advisors, Inc. 0.01% No change 175 $82K
Graham Capital Management, L.P. 0.00% New 172 $81K
North Ridge Wealth Advisors, Inc. 0.05% Add +35.8% 167 $78K
Bellevue Asset Management, LLC 0.04% New 165 $77K
Mb, Levis & Associates, LLC 0.04% No change 165 $77K
TOWER TRUST & INVESTMENT Co 0.06% — 160 $76K
Piscataqua Savings Bank 0.07% No change 160 $75K
American Capital Advisory, LLC 0.04% Reduce -52.0% 157 $74K
Beaird Harris Wealth Management, LLC 0.01% Reduce -78.4% 150 $70K
Ransom Advisory, Ltd 0.03% New 149 $70K
Asset Management One Co., Ltd. 0.00% Reduce -32.9% 149 $70K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 146 $68K
Iron Horse Wealth Management, LLC 0.02% Reduce -41.3% 142 $67K
Financial Connections Group, Inc. 0.03% Reduce -23.2% 142 $66K
Pacifica Partners Inc. 0.03% No change 144 $65K
Princeton Global Asset Management LLC 0.01% Reduce -74.1% 138 $65K
Brooklyn Investment Group 0.01% No change 135 $63K
Barrett & Company, Inc. 0.03% Add +0.8% 134 $63K
Putney Financial Group LLC 0.06% No change 131 $61K
Frazier Financial Advisors, LLC 0.05% Add +4.0% 130 $61K
BNP Paribas 0.00% Reduce -94.9% 128 $60K
Logan Capital Management Inc. 0.00% No change 127 $60K
Atlantic Private Wealth, LLC 0.04% Add +3000.0% 124 $58K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 122 $57K
Blume Capital Management, Inc. 0.01% Add +42.4% 121 $57K
Perritt Capital Management Inc 0.03% No change 119 $56K
Pflug Koory, LLC 0.03% No change 110 $52K
Westend Capital Management, LLC 0.02% New 109 $51K
Alpine Bank Wealth Management 0.01% — 107 $50K
Bear Mountain Capital, Inc. 0.02% No change 103 $49K
Midwest Capital Advisors, LLC 0.03% No change 100 $47K
Spectrum Wealth Counsel, LLC 0.01% No change 100 $47K
ROSS\JOHNSON & Associates LLC 0.79% No change 98 $46K
Red Tortoise LLC 0.02% Reduce -37.9% 95 $45K
CGC Financial Services, LLC 0.02% No change 92 $43K
Chelsea Counsel Co. 0.02% No change 91 $43K
New England Capital Financial Advisors LLC 0.02% No change 83 $39K
Hoese & Co LLP 0.03% No change 82 $38K
Fortis Group Advisors, LLC 0.01% Reduce -99.6% 79 $37K
BTG Pactual Asset Management US LLC 0.00% Reduce -98.4% 79 $37K
Van Eck Associates Corp. 0.00% Add +2.6% 78 $37K
Roxbury Financial LLC 0.04% No change 72 $37K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 75 $35K
Gleason Group, Inc. 0.01% Reduce -15.7% 75 $35K
Pineridge Advisors LLC 0.01% Reduce -72.1% 74 $35K
Shelton Wealth Management, LLC 0.02% New 74 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 73 $34K
True Wealth Design, LLC 0.01% No change 73 $34K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -1.4% 69 $33K
Bridge Generations Wealth Management LLC 0.02% No change 68 $32K
Accent Capital Management, LLC 0.01% No change 50 $23K
Citizens National Bank Trust Department 0.00% Reduce -19.7% 49 $23K
PayPay Securities Corp 1.10% Reduce -16.3% 41 $19K
Redwood Park Advisors LLC 0.02% No change 40 $19K
Nordwand Advisors, LLC 0.01% Add +34.5% 39 $18K
Goodman Advisory Group, LLC 0.01% New 35 $16K
Broadwater Capital Management LLC 0.01% No change 32 $15K
Keener Financial Planning LLC 0.01% Reduce -76.5% 34 $15K
Financial Management Professionals, Inc. 0.00% Reduce -97.1% 30 $14K
C M Bidwell & Associates Ltd. 0.01% No change 30 $14K
Accordant Advisory Group Inc 0.01% No change 28 $13K
Bellwether Advisors, LLC 0.00% No change 26 $12K
Retirement Wealth Solutions LLC 0.01% New 24 $11K
Sawyer & Company, Inc 0.00% No change 21 $10K
PFG Private Wealth Management, LLC 0.01% Reduce -83.2% 21 $10K
DecisionPoint Financial, LLC 0.00% No change 21 $10K
Minot DeBlois Advisors LLC 0.01% No change 20 $9K
Morse Asset Management, Inc 0.00% Add +17.6% 20 $9K
Absoluto Partners Gestao de Recursos Ltda 0.01% New 16 $8K
Keystone Financial Group, Inc. 0.01% No change 15 $7K
Washington Growth Strategies LLC 6.40% — 469 $7K
Navigoe, LLC 0.01% No change 15 $7K
Macquarie Group Ltd. 0.00% New 11 $5K
WealthTrak Capital Management LLC 0.00% No change 10 $5K
Moser Wealth Advisors, LLC 0.00% New 10 $5K
Berkshire Capital Holdings Inc. 0.00% No change 10 $5K
Investors Research Corp 0.00% No change 8 $4K
Marshall Investment Management, LLC 0.00% New 7 $3K
Hoey Investments, Inc. 0.00% No change 6 $3K
Principia Wealth Advisory, LLC 0.00% No change 5 $2K
Miller Wealth Advisors, LLC 0.00% No change 5 $2K
Hillsdale Investment Management Inc. 0.00% No change 5 $2K
1620 Investment Advisors, Inc. 0.00% Add +300.0% 4 $2K
Holos Integrated Wealth LLC 0.00% No change 3 $1K
Lord & Richards Wealth Management, LLC 0.00% New 3 $1K
Decker Retirement Planning Inc. 0.00% Reduce -100.0% 3 $1K
Wealth Preservation Advisors, LLC 0.00% — 2 $938
REAP Financial Group, LLC 0.00% Reduce -99.2% 2 $938
Raleigh Capital Management Inc. 0.00% Reduce -99.8% 1 $236

"% 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.