Invesco QQQ Trust Series 1QQQETF

13F holders, Q2 2025 (June 30)
3,478holders +133
269new positions
133sold out
8famous investors
$538.45avg. 13F price*

At the end of Q2 2025, 3,478 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, up 133 from Q1 2025. 269 opened new positions and 133 sold out. The largest holders were Morgan Stanley ($11.2B), Bank of America Corp. ($9.9B) and LPL Financial LLC ($5.6B). 8 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions269$2.7B
Exits133$3.0B

All 13F filers, Q1 2025 → Q2 2025: 25,360,536 shares bought and 32,342,725 shares sold, net −6,982,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,478 holders

Morgan Stanley 0.73% Reduce -7.5% 20,360,089 $11.2B
Bank of America Corp. 0.80% Add +16.9% 17,862,401 $9.9B
LPL Financial LLC 1.87% Add +6.4% 10,153,109 $5.6B
Goldman Sachs Group Inc. 0.80% Add +48.6% 8,971,979 $4.9B
Wells Fargo & Company 0.88% Reduce -30.7% 7,228,185 $4.0B
UBS Group AG 0.64% Add +2.7% 5,540,629 $3.1B
JPMorgan Chase & Co. 0.19% Reduce -30.4% 4,895,265 $2.7B
Ameriprise Financial Inc. 0.61% Reduce -0.4% 4,448,082 $2.5B
Royal Bank of Canada 0.44% Add +4.3% 4,051,118 $2.2B
Raymond James Financial Inc. 0.69% Add +4.0% 3,636,954 $2.0B
Northwestern Mutual Wealth Management Co. 1.30% Add +0.7% 3,223,327 $1.8B
HRT Financial LP 7.64% Add +118.3% 3,145,578 $1.7B
PNC Financial Services Group, Inc. 1.09% Reduce -1.4% 3,062,983 $1.7B
Envestnet Asset Management Inc. 0.47% Reduce -0.3% 2,922,301 $1.6B
Healthcare of Ontario Pension Plan Trust Fund 3.24% No change 2,903,000 $1.6B
Susquehanna International Group, LLP 2.38% Reduce -20.9% 2,823,440 $1.6B
Barclays PLC 0.59% Add +202.6% 2,648,901 $1.5B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 75.01% No change 2,500,000 $1.4B
Commonwealth Equity Services, LLC 1.77% Reduce -2.3% 2,424,153 $1.3B
National Mutual Insurance Federation of Agricultural Cooperatives 7.85% No change 1,759,000 $970.3M
Cetera Investment Advisers 1.58% Add +1.0% 1,697,267 $936.3M
Osaic Holdings, Inc. 1.60% Add +0.6% 1,626,136 $898.0M
Citigroup Inc. 0.62% Reduce -30.8% 1,609,002 $887.6M
Fisher Asset Management 0.32% Reduce -4.5% 1,448,522 $799.1M
US Bancorp \de 0.95% Add +1.5% 1,370,724 $756.1M
Two Sigma Investments, LP 1.39% Add +47.6% 1,339,733 $739.1M
Cambridge Investment Research Advisors, Inc. 2.22% Reduce -1.6% 1,322,019 $729.3M
CHURCHILL MANAGEMENT Corp 7.83% Reduce -3.7% 1,307,145 $721.1M
Hancock Prospecting Pty Ltd 22.41% No change 1,277,709 $704.8M
HighTower Advisors, LLC 0.79% Reduce -3.6% 1,144,734 $631.5M
Rockefeller Capital Management L.P. 1.34% Add +6.3% 1,101,906 $611.0M
Mariner, LLC 0.84% Add +4.5% 1,060,981 $585.3M
Analyst IMS Investment Management Services Ltd. 19.75% Reduce -0.2% 1,048,667 $578.5M
TD Asset Management Inc 0.49% Reduce -24.4% 1,042,286 $575.0M
Truist Financial Corp. 0.84% Reduce -1.1% 1,039,785 $573.6M
Stifel Financial Corp. 0.52% Add +1.4% 970,454 $535.4M
MML Investors Services, LLC 1.50% Add +3.0% 943,903 $520.7M
Rokos Capital Management LLP 8.68% New 926,750 $511.3M
BNP Paribas Financial Markets 0.40% Reduce -45.1% 915,602 $505.1M
Janney Montgomery Scott LLC 1.29% Add +6.6% 894,107 $493.2M
Barings LLC 11.73% Reduce -2.0% 893,407 $489.7M
Howard Capital Management, LLC 7.20% Reduce -5.0% 2,832,436 $481.2M
Alkeon Capital Management LLC 2.28% No change 849,777 $468.8M
Artemis Wealth Advisors, LLC 67.01% Reduce -3.0% 794,865 $438.5M
FMR LLC 0.02% Reduce -3.8% 781,401 $431.1M
Fiera Capital Corp 1.40% Add +1.6% 748,233 $412.8M
Main Management ETF Advisors, LLC 16.82% Reduce -75.0% 733,635 $404.7M
Cerity Partners LLC 0.72% Add +4.6% 731,557 $403.6M
Susquehanna Advisors Group, Inc. 24.58% No change 673,923 $371.8M
Nissay Asset Management Corp. /Japan 2.13% No change 660,336 $364.3M
Creative Planning 0.31% Add +0.7% 655,810 $361.8M
Kestra Advisory Services, LLC 1.70% Add +8.1% 630,939 $348.1M
Cibc World Market Inc. 0.69% Reduce -16.3% 562,113 $310.1M
Equitable Holdings, Inc. 2.53% Add +8.4% 555,843 $306.6M
Wealth Enhancement Advisory Services, LLC 0.50% Add +5.0% 540,056 $300.4M
Hudson Bay Capital Management LP 2.20% Add +94.9% 539,156 $297.4M
Cwm, LLC 1.02% Reduce -0.9% 524,949 $289.6M
Norinchukin Bank, The 4.25% No change 518,000 $285.7M
Jane Street Group, LLC 0.47% Reduce -70.7% 517,329 $285.4M
Canada Pension Plan Investment Board 0.24% No change 509,000 $280.8M
Private Advisor Group, LLC 1.50% Add +2.3% 504,275 $278.2M
Avantax Advisory Services, Inc. 1.48% Add +4.2% 489,209 $269.9M
Rafferty Asset Management, LLC 0.86% Reduce -8.7% 474,582 $261.8M
Meitav Investment House Ltd. 3.49% Add +2.4% 469,241 $258.8M
Ieq Capital, LLC 1.55% Reduce -10.8% 459,292 $253.4M
Brookstone Capital Management 3.23% Add +30.6% 446,283 $246.2M
CBIZ Investment Advisory Services, LLC 10.30% Add +3.0% 421,548 $232.6M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -7.8% 419,351 $231.3M
Mirae Asset Global Investments Co., Ltd. 0.80% Reduce -29.9% 413,738 $228.2M
Mirae Asset Securities (usa) Inc. 10.04% Reduce -11.5% 412,491 $227.5M
Franklin Resources Inc. 0.06% Reduce -0.7% 410,189 $226.3M
Bank Julius Baer & Co. Ltd, Zurich 0.66% Add +174.8% 401,532 $221.5M
Composition Wealth, LLC 3.71% Add +3.3% 400,636 $221.0M
Old Mission Capital LLC 5.68% New 386,769 $213.4M
Ritholtz Wealth Management 4.66% Add +542.3% 382,836 $211.2M
Captrust Financial Advisors 0.47% Add +4.0% 381,092 $210.2M
Bouchey Financial Group, Ltd. 17.43% Add +0.4% 380,017 $209.7M
Kensington Asset Management, LLC 15.28% New 366,881 $202.4M
Bell Bank 9.20% Reduce -6.3% 357,615 $197.3M
J.Safra Asset Management Corp 13.70% Add +3.6% 356,739 $196.8M
Baird Financial Group, Inc. 0.34% Reduce -2.7% 353,995 $195.3M
Invictus Private Wealth, LLC 13.29% Add +2.0% 351,844 $194.1M
Millennium Management 0.18% Reduce -57.4% 347,838 $191.9M
MAI Capital Management 1.32% Add +1.4% 345,449 $190.6M
Jones Financial Companies LLLP 0.14% Add +37.5% 346,120 $189.7M
Lido Advisors, LLC 1.00% Add +12.2% 342,111 $188.9M
Peapack Gladstone Financial Corp. 2.62% Reduce -0.4% 335,748 $185.2M
Toronto Dominion Bank 0.39% Reduce -22.3% 326,364 $180.1M
Cohen Klingenstein LLC 6.01% Reduce -5.9% 326,360 $180.0M
Sumitomo Mitsui Financial Group, Inc. 2.93% Reduce -1.7% 325,412 $179.5M
Natixis 0.88% Reduce -7.7% 320,699 $176.9M
Consolidated Investment Group LLC 22.68% Add +1.1% 307,000 $169.4M
Daiwa Securities Group Inc. 0.62% Add +60.6% 305,706 $168.6M
Mizuho Bank, Ltd. 16.26% New 300,000 $165.5M
Steward Partners Investment Advisory, LLC 1.23% Add +2.0% 284,430 $156.9M
Corient Private Wealth LP 0.21% Add +5.4% 281,685 $155.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 10.97% Add +5.8% 274,212 $151.5M
Northern Trust Corp. 0.02% Reduce -1.1% 273,359 $150.8M
Blair William & Co. 0.41% Add +5.4% 270,387 $149.2M
PPSC Investment Service Corp 13.73% Reduce -0.8% 266,797 $147.2M
Capula Management Ltd 1.81% Add +571.7% 266,518 $147.0M
Saudi Central Bank 5.94% New 263,622 $145.6M
Jefferies Financial Group Inc. 2.51% Reduce -14.3% 263,302 $145.2M
Steel Grove Capital Advisors, LLC 17.15% Add +1.7% 262,200 $144.6M
Harbour Investments, Inc. 3.65% Add +10.0% 261,408 $144.2M
Johns Hopkins University 7.54% Add +22.3% 258,537 $142.6M
Stephens Inc. 1.89% Reduce -5.2% 249,198 $137.5M
HSBC Holdings PLC 0.09% Add +81.4% 248,743 $136.9M
Schonfeld Strategic Advisors LLC 1.00% Reduce -3.8% 240,475 $132.7M
Allen Investment Management, LLC 1.43% Add +123.3% 238,241 $131.4M
GTS Securities LLC 5.85% Add +30.7% 237,713 $131.2M
Modern Wealth Management, LLC 3.12% Add +164.4% 229,644 $126.7M
NewEdge Advisors, LLC 0.64% Add +3.1% 243,487 $124.5M
Anchor Capital Management Group Inc 57.65% Reduce -12.1% 224,775 $124.0M
Balyasny Asset Management L.P. 0.28% New 222,522 $122.8M
Sanders Morris Harris LLC 29.15% Reduce -13.2% 221,060 $121.9M
Mercer Global Advisors Inc. 0.27% Add +0.7% 219,945 $121.3M
FIL Ltd 0.10% Reduce -16.6% 219,729 $121.2M
Prime Capital Investment Advisors, LLC 1.55% Reduce -24.2% 212,121 $117.0M
Steele Capital Management, Inc. 5.57% Add +0.0% 210,037 $116.0M
Citadel Advisors 0.10% Reduce -91.4% 208,872 $115.2M
Wealthfront Advisers LLC 0.29% Add +11.1% 207,382 $114.4M
CTC LLC 7.27% New 206,619 $114.0M
Integrated Wealth Concepts LLC 1.13% Reduce -0.4% 204,145 $112.6M
Stratos Wealth Partners, LTD. 1.53% Add +3.3% 202,542 $111.7M
CSM Advisors, LLC 3.23% Reduce -34.6% 200,316 $110.5M
SBI Securities Co., Ltd. 3.14% Add +0.8% 197,782 $109.1M
Ensign Peak Advisors, Inc 0.19% Add +49.4% 196,500 $108.4M
Constellation Investments, Inc. 4.97% No change 195,000 $107.6M
J.W. Cole Advisors, Inc. 2.28% Add +66.9% 194,757 $107.4M
SG Americas Securities, LLC 0.48% Reduce -43.2% 194,290 $107.2M
Trilogy Capital Inc. 5.15% Reduce -10.9% 191,908 $105.9M
Apexium Financial, LP 5.61% Reduce -0.4% 191,507 $105.6M
RiverFront Investment Group, LLC 2.05% Add +5.7% 190,521 $105.1M
Parker Investment Management, LLC 16.09% Reduce -2.0% 190,280 $105.0M
Diversify Advisory Services, LLC 4.01% Add +32.6% 180,500 $104.7M
Pinnacle Associates Ltd. 1.51% Add +0.3% 189,035 $104.3M
Stadion Money Management, LLC 8.47% New 187,170 $103.3M
Hollencrest Capital Management 4.36% Reduce -0.4% 184,740 $101.9M
Northeast Financial Consultants Inc 4.16% Add +0.4% 184,612 $101.8M
Taiyo Life Insurance Co. 9.53% No change 184,000 $101.5M
Beacon Capital Management, Inc. 5.18% Add +1.0% 182,313 $100.6M
Perigon Wealth Management, LLC 2.34% Add +3.0% 181,412 $100.1M
iA Global Asset Management Inc. 1.50% Add +1.2% 181,270 $100.0M
Kestra Private Wealth Services, LLC 1.44% Add +6.5% 181,040 $99.9M
Verition Fund Management LLC 0.60% Add +425.4% 180,555 $99.6M
D.A. Davidson & Co. 0.68% Add +8.7% 175,990 $97.1M
VestGen Advisors, LLC 3.87% Reduce -1.1% 175,063 $97.1M
Focused Wealth Management, Inc 11.70% Add +22.9% 173,785 $95.9M
Aptus Capital Advisors, LLC 0.94% Add +156.0% 173,323 $95.6M
Independent Financial Group, LLC 2.63% Add +6.9% 173,105 $95.5M
Baltimore-Washington Financial Advisors, Inc. 4.42% Reduce -10.6% 171,809 $94.8M
Industrial Alliance Investment Management Inc. 63.59% Add +7.5% 171,402 $94.6M
Advisory Services Network, LLC 1.52% Add +2.4% 167,053 $94.4M
CIBC Private Wealth Group LLC 0.17% Add +7.8% 169,576 $93.5M
Main Management LLC 7.26% Reduce -6.3% 167,416 $92.4M
Thrivent Financial for Lutherans 0.21% Add +76.3% 166,555 $91.9M
Focus Financial Network, Inc. 3.62% Add +1.8% 166,170 $91.7M
Merit Financial Group, LLC 1.02% Add +4.0% 166,065 $91.6M
Meridian Wealth Management, LLC 3.82% Add +2.4% 162,073 $89.4M
Foundations Investment Advisors, LLC 1.41% Add +41.5% 161,641 $89.2M
Sun Life Financial Inc. 4.85% Reduce -1.3% 160,740 $88.7M
Arrow Financial Corp 9.20% Add +0.1% 158,376 $87.4M
Global Retirement Partners, LLC 2.16% — 157,721 $87.0M
Concurrent Investment Advisors, LLC 1.67% Add +30.2% 156,354 $86.3M
Point72 Europe (London) LLP 4.39% Add +141.2% 154,597 $85.3M
Allianz SE 2.01% Add +12.0% 154,561 $85.3M
Allworth Financial LP 0.41% Add +30.0% 153,434 $84.6M
Atria Wealth Solutions, Inc. 1.91% Reduce -43.9% 153,194 $84.6M
Federation des caisses Desjardins du Quebec 0.37% Reduce -9.2% 153,128 $84.5M
Frank, Rimerman Advisors LLC 5.65% Reduce -1.2% 152,346 $84.0M
Pittenger & Anderson Inc. 3.06% Reduce -1.0% 151,695 $83.7M
Beacon Pointe Advisors, LLC 0.86% Reduce -0.2% 149,921 $82.7M
Atria Investments, Inc 0.97% Add +3.9% 149,444 $82.4M
Phoenix Financial Ltd. 1.08% Add +8.0% 147,959 $81.7M
Wescott Financial Advisory Group, LLC 7.79% Add +0.6% 147,672 $81.5M
Venture Visionary Partners LLC 3.02% Add +48.8% 145,642 $80.3M
Cresset Asset Management, LLC 0.40% Reduce -14.7% 145,351 $80.3M
Clearstead Trust, LLC 15.11% Reduce -0.8% 144,736 $79.8M
Yarbrough Capital, LLC 2.84% Add +3.3% 144,498 $79.7M
Edmond DE Rothschild Holding S.A. 1.26% Reduce -4.3% 143,070 $78.9M
Pine Ridge Advisers LLC 5.01% Add +0.5% 142,500 $78.6M
AQR Capital Management 0.07% Add +28.6% 142,424 $78.6M
IHT Wealth Management, LLC 2.14% Reduce -4.9% 141,386 $78.0M
Tower Research Capital LLC (TRC) 2.08% Reduce -74.8% 139,884 $77.2M
M&T Bank Corp 0.26% Reduce -3.7% 138,319 $76.3M
Oppenheimer & Co. Inc. 1.01% Add +8.4% 137,911 $76.1M
Prospera Financial Services Inc 1.41% Reduce -5.6% 136,822 $75.5M
Comerica Bank 0.29% Reduce -11.2% 135,197 $74.6M
EP Wealth Advisors, LLC 0.49% Add +31.4% 134,517 $74.2M
Winthrop Advisory Group LLC 7.11% Add +5.4% 133,500 $73.7M
Sand Hill Global Advisors, LLC 2.73% Reduce -1.7% 133,381 $73.6M
Sigma Planning Corp 2.20% Reduce -2.8% 132,487 $73.1M
Silicon Valley Capital Partners 7.61% Reduce -2.3% 132,271 $73.0M
Berkshire Money Management, Inc. 7.60% Reduce -13.2% 130,909 $72.2M
Horizon Wealth Management, LLC 12.62% Add +0.7% 130,271 $71.9M
Rollins Financial Advisors, LLC 11.45% Reduce -7.3% 130,166 $71.8M
Western Wealth Management, LLC 4.25% Reduce -0.0% 129,532 $71.5M
Wealthspire Advisors, LLC 0.40% Reduce -2.8% 128,496 $70.9M
Beacon Capital Management, LLC 9.53% Add +1.7% 128,045 $70.6M
Csenge Advisory Group 3.70% Add +0.2% 135,310 $70.2M
Level Four Advisory Services, LLC 2.54% Reduce -5.0% 125,145 $69.0M
Bokf, NA 1.12% Reduce -0.2% 125,070 $69.0M
Intellus Advisors LLC 10.23% Add +1.2% 124,379 $68.6M
SteelPeak Wealth, LLC 2.67% Add +52.9% 124,176 $68.5M
Orion Porfolio Solutions, LLC 0.58% Add +6.6% 122,848 $67.8M
King Wealth Management Group 8.96% Add +0.2% 119,740 $66.1M
Banque Pictet & Cie SA 0.69% Add +552.3% 120,131 $66.0M
Citizens Financial Group Inc. 1.05% Reduce -7.6% 118,767 $65.5M
Sowell Financial Services LLC 2.66% Add +0.5% 118,330 $65.3M
Summit Financial, LLC 1.47% Add +69.1% 117,949 $65.1M
Embree Financial Group 9.81% Reduce -1.0% 118,036 $65.1M
SummitTX Capital, L.P. 2.87% Reduce -41.3% 118,000 $65.1M
Scotia Capital Inc. 0.31% Add +42.0% 117,923 $65.0M
Intergy Private Wealth, LLC 21.93% Reduce -0.9% 116,490 $64.3M
Virtus Wealth Solutions LLC 13.17% Add +32.6% 115,803 $63.9M
USA Financial Formulas 10.79% Add +950.8% 114,628 $63.2M
Greenup Street Wealth Management LLC 11.00% New 114,614 $63.2M
Juniper Hill Capital Management LP 15.33% Reduce -16.5% 113,987 $62.9M
Georgetown University 23.82% Reduce -22.6% 113,337 $62.5M
American Financial Advisors, LLC 8.73% Reduce -3.3% 113,288 $62.5M
OVERSEA-CHINESE BANKING Corp Ltd 1.76% Add +5.9% 112,731 $62.2M
GenTrust, LLC 2.93% Add +8.6% 112,416 $62.1M
Johnson Investment Counsel Inc. 0.54% Add +6.6% 109,486 $60.4M
Mackenzie Financial Corp. 0.08% Add +0.2% 108,825 $60.0M
Amundi 0.02% Reduce -3.1% 107,433 $59.2M
Fifth Third Securities, Inc. 4.44% Add +19.0% 107,041 $59.0M
Halter Ferguson Financial Inc. 21.55% Add +74.4% 106,050 $58.5M
Wealthcare Advisory Partners LLC 1.33% Add +18.3% 105,862 $58.4M
Kingsview Wealth Management, LLC 0.99% Add +7.2% 105,819 $58.4M
Tudor Investment Corporation 0.44% Reduce -57.5% 105,721 $58.3M
CoreCap Advisors, LLC 2.34% Reduce -16.6% 105,458 $58.2M
Belpointe Asset Management LLC 2.42% Add +7.5% 105,267 $58.1M
Sagespring Wealth Partners, LLC 1.25% Reduce -6.2% 105,240 $58.1M
Engineers Gate Manager LP 0.72% Reduce -22.7% 104,986 $57.9M
Sequoia Financial Advisors, LLC 0.40% Reduce -0.9% 104,786 $57.8M
Bank of New York Mellon Corp 0.01% Add +4.8% 104,700 $57.8M
Presidio Capital Management, LLC 22.14% Add +38.7% 104,200 $57.5M
Fusion Family Wealth, LLC 4.84% Reduce -0.1% 103,875 $57.3M
Socha Financial Group, LLC 25.21% Add +4.8% 102,631 $56.6M
Waverly Advisors, LLC 0.62% Add +4.0% 102,093 $56.3M
Kentucky Farm Bureau Mutual Insurance Co 11.79% No change 100,000 $55.2M
Essex Financial Services, Inc. 3.62% Add +3.2% 99,862 $55.1M
BlackRock, Inc. 0.00% Reduce -33.0% 99,438 $54.9M
Pathstone Holdings, LLC 0.22% Add +29.4% 104,638 $54.8M
Parcion Private Wealth LLC 3.91% Add +12.4% 99,162 $54.7M
Belvedere Trading LLC 4.25% New 97,711 $53.9M
Dynamic Advisor Solutions LLC 1.66% Reduce -33.7% 97,666 $53.9M
Larson Financial Group LLC 2.16% Reduce -17.2% 97,616 $53.8M
Falcon Wealth Planning 5.43% Add +10.2% 97,407 $53.7M
Nicholas Hoffman & Company, LLC. 1.38% Reduce -0.1% 96,724 $53.4M
Portfolio Strategies, Inc. 6.94% Add +4.3% 96,621 $53.3M
Pacific Center for Financial Services 14.43% Reduce -1.0% 96,426 $53.2M
Serenus Wealth Advisors, LLC 8.96% Add +2.0% 104,208 $52.7M
CreativeOne Wealth, LLC 1.37% Add +27.8% 95,014 $52.4M
Ascent Wealth Partners, LLC 6.44% Reduce -7.3% 94,626 $52.2M
B & T Capital Management DBA Alpha Capital Management 8.95% Add +1.4% 94,187 $52.0M
Smithfield Trust Co 2.45% Add +9.2% 93,678 $51.8M
Alliancebernstein L.P. 0.02% Add +7.9% 93,725 $51.7M
CJM Wealth Advisers, Ltd. 17.00% Reduce -10.4% 92,608 $51.1M
Allianz Asset Management GmbH 0.07% Reduce -3.6% 91,176 $50.3M
Evensky & Katz LLC 3.05% Reduce -1.3% 90,672 $50.0M
IFP Advisors, Inc 1.42% Reduce -30.7% 90,336 $49.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 10.87% Add +7.5% 89,611 $49.5M
Apollon Wealth Management, LLC 0.98% Add +1.5% 89,576 $49.4M
Safeguard Investment Advisory Group, LLC 12.28% Reduce -0.7% 89,205 $49.2M
Arax Advisory Partners 2.26% Reduce -0.1% 82,249 $49.1M
McElhenny Sheffield Capital Management, LLC 13.02% Add +2282.4% 88,482 $48.8M
Bailard, Inc. 1.14% Reduce -4.5% 88,279 $48.7M
Moment Partners, LLC 9.13% Reduce -3.0% 88,190 $48.6M
IFG Advisory, LLC 2.44% Add +3.6% 87,923 $48.5M
PFG Advisors 2.23% Add +7.3% 87,706 $48.4M
Impact Partnership Wealth, LLC 8.91% Add +1.6% 87,626 $48.3M
Affinity Wealth Management LLC 7.71% Reduce -0.3% 87,434 $48.2M
Principal Financial Group Inc. 0.03% Add +89.5% 87,384 $48.2M
CIBC Asset Management Inc 0.15% Add +94.4% 87,318 $48.2M
Jump Financial, LLC 0.60% Reduce -52.8% 86,893 $47.9M
Cooper Financial Group 5.63% New 86,744 $47.9M
AMG National Trust Bank 1.26% Reduce -1.9% 86,652 $47.8M
Humankind Investments LLC 11.64% No change 86,575 $47.8M
Golden Reserve Retirement LLC 15.17% Add +11.6% 85,754 $47.3M
Dakota Wealth Management 1.00% Add +25.7% 85,644 $47.2M
Baker Avenue Asset Management, LP 1.32% Add +0.9% 84,033 $46.4M
Jacobi Capital Management LLC 3.06% Add +0.3% 83,665 $46.2M
Smith Chas P & Associates Pa Cpas 2.59% Reduce -0.8% 83,664 $46.2M
Life Line Wealth Management LLC 14.94% Add +606.4% 83,648 $46.1M
NTV Asset Management LLC 5.49% Add +2.1% 83,231 $45.9M
Trifecta Capital Advisors, LLC 7.63% Add +2.9% 83,108 $45.8M
Greenwood Gearhart LLC 2.84% Add +30.1% 82,547 $45.5M
Valence8 US LP 19.09% Reduce -2.0% 82,234 $45.4M
RFG Holdings, Inc. 13.14% Reduce -2.8% 82,210 $45.4M
Bank Hapoalim BM 6.44% Reduce -1.9% 84,652 $45.1M
FORM Wealth Advisors, LLC 5.42% Add +14.3% 81,190 $44.8M
Fortune 45 LLC 25.70% Add +3.5% 80,839 $44.6M
Cantor Fitzgerald Investment Advisors L.P. 3.15% Reduce -0.3% 80,697 $44.5M
Tanglewood Wealth Management, Inc. 4.34% Reduce -0.6% 79,758 $44.0M
Activest Wealth Management 10.59% Add +132.2% 79,645 $43.9M
Segment Wealth Management, LLC 2.79% Reduce -0.1% 79,584 $43.9M
Capstone Investment Advisors, LLC 0.45% Add +97.7% 79,371 $43.8M
HB Wealth Management, LLC 0.35% Reduce -9.1% 79,057 $43.6M
Geneos Wealth Management Inc. 1.06% Add +21.0% 78,832 $43.5M
Oxler Private Wealth LLC 13.63% Add +16.9% 78,621 $43.4M
Round Rock Advisors LLC 7.43% Add +0.9% 78,045 $43.1M
Aragon Global Management, LP 17.30% No change 77,995 $43.0M
TD Private Client Wealth LLC 1.06% New 77,871 $43.0M
Client First Capital LLC 20.13% Add +1.8% 77,733 $42.9M
Bleakley Financial Group, LLC 1.08% Add +4.4% 77,260 $42.6M
Mine & Arao Wealth Creation & Management, LLC. 18.83% Reduce -1.3% 76,494 $42.2M
Wallace Hart LLC 33.54% Add +7347.8% 76,414 $42.2M
Cercano Management LLC 1.18% New 75,066 $41.4M
Madrona Financial Services, LLC 9.90% Reduce -0.6% 74,863 $41.3M
Financiere des Professionnels - Fonds d'investissement inc. 2.50% Add +1.4% 74,750 $41.2M
Kozak & Associates, Inc. 8.34% Reduce -0.2% 73,592 $40.9M
&partners 0.31% Add +7.7% 73,551 $40.6M
Betterment LLC 0.09% Reduce -12.5% 73,452 $40.5M
Marex Group Ltd 0.77% Add +148.1% 73,375 $40.5M
Ameritas Advisory Services, LLC 2.06% Reduce -37.8% 71,597 $39.5M
Amplius Wealth Advisors, LLC 3.67% Add +1.5% 71,560 $39.5M
IFG Advisors, LLC 6.60% Reduce -0.7% 71,250 $39.3M
Rwa Wealth Partners, LLC 0.49% Add +197.9% 71,028 $39.2M
Harel Insurance Investments & Financial Services Ltd. 0.45% Add +6.2% 70,965 $39.2M
MIG Capital, LLC 4.12% New 70,912 $39.1M
Jaffetilchin Investment Partners, LLC 2.56% Add +6.2% 70,854 $39.1M
AE Wealth Management LLC 0.28% Reduce -11.3% 70,666 $39.0M
Gainplan LLC 17.64% New 70,432 $38.9M
Farther Finance Advisors, LLC 0.78% Add +25.1% 70,337 $38.8M
Arkadios Wealth Advisors 1.16% Add +14.4% 70,269 $38.8M
Lodestar Private Asset Management LLC 4.46% Reduce -2.2% 70,130 $38.7M
IMC-Chicago, LLC 0.97% Reduce -81.5% 70,019 $38.6M
One Capital Management, LLC 1.33% Reduce -13.9% 69,414 $38.3M
Richmond Brothers, Inc. 24.90% Add +216.0% 68,936 $38.0M
OneDigital Investment Advisors LLC 0.42% Add +62.2% 68,928 $38.0M
Klingenstein Fields & Co. LP 1.50% Reduce -5.4% 68,470 $37.8M
TD Waterhouse Canada Inc. 0.27% Add +5.6% 68,975 $37.7M
Wedbush Securities Inc. 1.32% Reduce -26.7% 68,186 $37.6M
Bawa N Mallick Trust 15.42% No change 67,670 $37.3M
Gratus Wealth Advisors, LLC 5.65% Reduce -0.1% 67,591 $37.3M
Optiver Holding B.V. 1.01% Add +40.8% 67,559 $37.3M
Creekmur Asset Management LLC 6.57% Add +124.9% 67,396 $37.2M
Aft, Forsyth & Sober, LLC 12.48% Add +0.8% 67,125 $37.0M
Nwam LLC 2.13% Add +61.5% 65,488 $36.7M
RIA Advisory Group LLC 10.76% Add +482.9% 66,379 $36.6M
World Investment Advisors 0.83% Add +8.4% 65,983 $36.4M
Pacific Capital Wealth Advisors, Inc. 6.67% Reduce -10.8% 65,831 $36.3M
Wilmington Savings Fund Society, FSB 0.65% Add +6.2% 65,874 $36.3M
Altus Wealth Management, LLC 17.34% Reduce -3.8% 65,689 $36.2M
Great Valley Advisor Group, Inc. 0.80% Add +5.5% 65,543 $36.2M
GPS Wealth Strategies Group, LLC 4.16% Reduce -5.0% 65,437 $36.1M
Regions Financial Corp. 0.25% Add +7.5% 65,085 $35.9M
Transamerica Financial Advisors, LLC 3.37% Add +4.1% 65,039 $35.9M
Mutual Advisors, LLC 0.88% Add +10.4% 62,515 $35.4M
Brown Advisory Inc. 0.05% Add +25.8% 64,026 $35.3M
Richmond Investment Services, LLC 7.44% Add +103.9% 63,861 $35.2M
Quantinno Capital Management LP 0.15% Add +16.9% 63,723 $35.2M
Snowden Capital Advisors LLC 1.04% Add +9.6% 63,022 $34.8M
U.S. Capital Wealth Advisors, LLC 1.01% Reduce -14.7% 62,914 $34.7M
Twin Tree Management, LP 0.87% New 62,738 $34.6M
Strive Asset Management, LLC 20.75% Add +49.8% 62,523 $34.5M
ING Groep NV 0.21% No change 62,369 $34.4M
Tucker Asset Management LLC 10.99% Add +19.7% 62,307 $34.4M
Goldstone Financial Group, LLC 4.53% Add +2.4% 61,653 $34.3M
Whittier Trust Co. of Nevada Inc. 0.78% Reduce -0.5% 62,130 $34.3M
Prostatis Group LLC 9.81% Add +73.9% 62,121 $34.3M
Regal Investment Advisors LLC 2.57% Add +0.7% 61,997 $34.2M
Kennicott Capital Management LLC 19.38% Reduce -4.0% 61,612 $34.0M
NorthCoast Asset Management LLC 0.14% Add +4.7% 61,119 $33.7M
Carnegie Mellon University 21.78% Add +0.1% 61,039 $33.7M
Money Concepts Capital Corp. 2.24% Reduce -10.3% 60,777 $33.5M
Briaud Financial Planning Inc 13.21% Reduce -0.1% 60,747 $33.5M
International Assets Investment Management, LLC 2.68% Reduce -2.6% 60,222 $33.2M
Integrity Alliance, Llc. 1.81% Reduce -37.7% 59,927 $33.1M
Chokshi & Queen Wealth Advisors, Inc 18.94% Add +3.7% 59,920 $33.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.70% Reduce -1.5% 59,912 $33.0M
Fortis Capital Advisors, LLC 5.90% Reduce -0.6% 59,798 $33.0M
Pinnacle Wealth Management Advisory Group, LLC 2.74% Add +1.8% 59,797 $33.0M
Texas Yale Capital Corp. 1.08% Add +1.1% 59,667 $32.9M
NRI Wealth Management LC 19.82% Add +4.6% 59,565 $32.9M
KCM Investment Advisors LLC 1.10% Add +36.5% 59,199 $32.7M
Wilmar Advisors LLC 31.23% Reduce -3.3% 59,000 $32.5M
EMC Capital Management 17.49% Add +44.2% 58,774 $32.4M
Connecticut Wealth Management, LLC 1.53% Reduce -2.0% 58,364 $32.2M
FF Advisors,LLC 16.70% Add +0.5% 58,332 $32.2M
HWG Holdings LP 9.39% New 58,199 $32.1M
Harvest Investment Advisors, LLC 20.55% Reduce -1.3% 57,905 $31.9M
Calton & Associates, Inc. 5.52% Add +43.7% 57,872 $31.9M
Northern Capital Management, Inc. 18.75% Reduce -1.5% 57,800 $31.9M
RFG Advisory, LLC 0.75% Reduce -32.9% 57,624 $31.8M
Three Seasons Wealth, LLC 3.64% New 57,556 $31.8M
HBW Advisory Services LLC 3.91% Reduce -0.9% 57,541 $31.7M
Certified Advisory Corp 3.28% Add +2.6% 57,139 $31.5M
DHJJ Financial Advisors, Ltd. 11.34% Reduce -0.5% 56,905 $31.4M
TCP Asset Management, LLC 6.17% Add +4.9% 56,441 $31.1M
First Heartland Consultants, Inc. 2.77% Add +35.4% 56,353 $31.1M
Clear Creek Financial Management, LLC 2.93% Add +24.5% 55,847 $30.8M
Roundview Capital LLC 2.06% Add +0.6% 55,828 $30.8M
Wealthspire Retirement, LLC 2.03% Reduce -1.1% 55,766 $30.8M
Bessemer Group Inc. 0.05% Reduce -16.6% 55,339 $30.5M
Ameritas Investment Partners, Inc. 0.95% Add +39.4% 54,753 $30.2M
Arkansas Financial Group, Inc. 4.68% Add +2.7% 54,656 $30.2M
Benjamin Edwards Inc. 0.38% Add +6.6% 54,566 $30.1M
Strategic Advocates LLC 8.93% Add +2.0% 54,548 $30.1M
Clarity Wealth Advisors, LLC 7.40% Add +1.7% 54,377 $30.0M
Financial Engines Advisors L.L.C. 0.06% Add +113.0% 54,076 $29.8M
Pps&v Asset Management Consultants, Inc. 18.76% Add +5.9% 53,926 $29.7M
Summit Securities Group LLC 10.64% Add +139.1% 53,883 $29.7M
Commonwealth Financial Services, LLC 5.72% Reduce -3.8% 53,852 $29.7M
Pinkerton Wealth, LLC 3.54% Add +1112.8% 53,751 $29.7M
Valeo Financial Advisors, LLC 0.73% Add +251.9% 180,447 $29.6M
Redwood Investment Management, LLC 3.13% Add +12.8% 53,530 $29.5M
Nan Shan Life Insurance Co., Ltd. 0.65% No change 53,353 $29.4M
Penserra Capital Management LLC 0.41% Reduce -0.2% 53,091 $29.3M
Centaurus Financial, Inc. 1.71% Add +2.5% 53,057 $29.3M
Integrated Advisors Network LLC 1.32% Reduce -13.5% 53,039 $29.3M
Neuberger Berman Group LLC 0.02% Add +9.8% 52,981 $29.2M
Bison Wealth, LLC 2.31% Add +19.9% 52,559 $29.2M
TTP Investments, Inc. 9.56% New 52,803 $29.1M
Harfst & Associates, Inc. 6.00% Reduce -0.7% 52,771 $29.1M
Silverleafe Capital Partners, LLC 10.14% Add +17.5% 52,743 $29.1M
Choreo, LLC 0.41% Reduce -1.0% 52,615 $29.0M
Davidson Capital Management Inc. 6.96% Add +27.1% 52,570 $29.0M
Kiley Juergens Wealth Management, LLC 6.69% Reduce -0.4% 52,546 $29.0M
Callan Family Office, LLC 0.91% Add +646.0% 52,495 $29.0M
Atlas Private Wealth Advisors 3.73% Reduce -3.4% 52,472 $29.0M
Investment Advisory Services Inc. /TX 9.57% Add +0.8% 52,004 $28.7M
Clear Street LLC 0.17% Add +39.9% 51,950 $28.7M
D. Scott Neal, Inc. 14.24% Reduce -0.1% 51,769 $28.6M
Resolute Advisors LLC 7.05% Add +0.3% 51,367 $28.4M
Akuna Securities LLC 6.12% New 51,273 $28.3M
Bank Pictet & Cie (Europe) AG 0.60% Reduce -21.1% 51,310 $28.2M
SCS Capital Management LLC 0.31% Add +6.2% 50,970 $28.1M
MBE Wealth Management, LLC 12.20% Add +2.3% 50,872 $28.1M
Fairfield Financial Advisors, LTD 9.84% Reduce -4.8% 50,687 $28.0M
Kwmg, LLC 2.62% Add +1.1% 50,626 $27.9M
Tidal Investments LLC 0.18% Reduce -9.7% 50,420 $27.8M
Commerce Bank 0.16% Add +4.5% 50,279 $27.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% New 49,976 $27.6M
Synovus Financial Corp. 0.34% Add +12.2% 49,885 $27.5M
AJ Advisors, LLC 12.22% Add +4.3% 49,788 $27.5M
Mount Lucas Management LP 13.00% Reduce -3.5% 49,539 $27.3M
Gotham Asset Management 0.16% Add +109.8% 49,360 $27.2M
Onyx Bridge Wealth Group LLC 3.60% Reduce -0.7% 49,325 $27.2M
Financial Life Planners 22.12% Add +7.9% 49,287 $27.2M
StoneX Group Inc. 1.32% Add +43.8% 49,186 $27.1M
Flow Traders U.S. LLC 1.00% New 49,134 $27.1M
Archer Investment Corp 6.41% Add +3.1% 48,711 $26.9M
AtlasMark Financial, Inc 20.39% Reduce -0.8% 48,600 $26.8M
Balanced Wealth Group LLC 11.64% Reduce -2.8% 47,422 $26.8M
Savoie Capital LLC 3.32% Reduce -25.1% 48,411 $26.7M
Fortis Group Advisors, LLC 4.85% Add +59726.6% 47,263 $26.7M
Jmac Enterprises LLC 5.69% Add +2.2% 48,195 $26.6M
Scott Capital Advisors, LLC 7.20% Reduce -1.1% 47,792 $26.6M
New Perspectives, Inc 13.15% Reduce -13.7% 48,184 $26.6M
Nations Financial Group Inc, /Ia/ 1.82% Add +5.2% 47,980 $26.5M
Spire Wealth Management 0.95% Add +31.0% 48,129 $26.4M
Conservest Capital Advisors, Inc. 2.61% Reduce -2.6% 47,829 $26.4M
Thoroughbred Financial Services, LLC 1.84% Reduce -17.0% 47,823 $26.4M
PKS Advisory Services, LLC 6.51% Add +4.2% 47,812 $26.4M
B. Riley Wealth Advisors, Inc. 1.27% Reduce -43.8% 47,559 $26.2M
Davies Financial Advisors, Inc. 20.34% Reduce -1.4% 47,492 $26.2M
Evolution Wealth Advisors, LLC 3.80% Add +20.7% 47,076 $26.0M
Parallel Advisors, LLC 0.52% Add +0.2% 47,024 $25.9M
Hudock, Inc. 4.17% Add +11.5% 46,968 $25.9M
Financial Enhancement Group LLC 3.70% New 46,700 $25.9M
Sachetta, LLC 10.20% Reduce -0.0% 46,767 $25.8M
Burns J W & Co. Inc. 3.12% Add +0.6% 46,625 $25.7M
Kingswood Wealth Advisors, LLC 2.02% Reduce -1.6% 46,302 $25.5M
Virtue Capital Management, LLC 4.69% Add +87.3% 46,165 $25.5M
Pine Valley Investments Ltd Liability Co 1.50% Reduce -1.6% 46,108 $25.5M
Renaissance Technologies 0.03% Add +93.7% 46,100 $25.4M
Circle Wealth Management, LLC 0.56% Reduce -16.4% 46,060 $25.4M
JBF Capital, Inc. 4.05% New 46,000 $25.4M
Greenberg Financial Group 9.50% Reduce -3.5% 34,419 $25.3M
Antonelli Financial Advisors, LLC 18.21% Add +10.0% 45,731 $25.2M
Cerro Pacific Wealth Advisors LLC 7.00% Add +21.4% 45,657 $25.2M
WealthCare Investment Partners, LLC 9.02% Reduce -1.1% 45,097 $25.1M
Rye Brook Capital LLC 26.13% Add +11.4% 45,430 $25.1M
PGIM Custom Harvest LLC 0.51% Reduce -25.6% 45,228 $24.9M
Darrow Company, Inc. 12.62% Add +4.4% 45,218 $24.9M
United Capital Financial Advisors, LLC 0.20% Reduce -5.1% 44,582 $24.6M
Bridgewater Advisors Inc. 1.87% Reduce -0.2% 43,305 $24.6M
Lowe Wealth Advisors, LLC 9.59% Reduce -0.2% 44,516 $24.6M
Banco Santander, S.A. 0.23% Reduce -40.8% 44,502 $24.5M
FineMark National Bank & Trust 0.83% Add +7.8% 44,334 $24.5M
Seaview Investment Managers LLC 5.18% Add +8.3% 44,302 $24.4M
Blue Zone Wealth Advisors, LLC 6.10% Add +1.3% 44,298 $24.4M
KPP Advisory Services LLC 4.02% Reduce -25.4% 44,150 $24.4M
Sharp Wealth Advisory, LLC 15.57% Add +4389.6% 43,774 $24.1M
Sanchez Wealth Management Group 5.82% Add +3.1% 43,768 $24.1M
Eagle Global Advisors LLC 0.98% Add +1.5% 43,731 $24.1M
Shulman DeMeo Asset Management LLC 5.97% New 43,707 $24.1M
Banque Cantonale Vaudoise 0.98% Add +44.6% 43,628 $24.1M
Ellis Investment Partners, LLC 4.68% Add +0.4% 43,622 $24.1M
Private Advisory Group LLC 2.25% Add +95.9% 43,518 $24.0M
Foster Group, Inc. 0.82% Add +20.9% 43,202 $23.8M
TruWealth Advisors, LLC 1.31% Add +0.1% 42,961 $23.7M
American Trust 2.23% Add +7093.8% 42,947 $23.7M
Flputnam Investment Management Co. 0.40% Reduce -0.5% 42,667 $23.5M
Principal Securities, Inc. 0.44% Reduce -3.0% 42,362 $23.4M
Cedar Mountain Advisors, LLC 4.85% Add +1.5% 42,303 $23.3M
L & S Advisors Inc 2.62% Add +2410.6% 42,229 $23.3M
Fairway Wealth LLC 7.45% Add +38.5% 42,213 $23.3M
Ausdal Financial Partners, Inc. 1.55% Add +22.9% 42,185 $23.3M
Capital Advisors Wealth Management, LLC 3.66% Add +6.7% 42,169 $23.3M
Prudent Investors Network, Inc. 6.27% Reduce -0.4% 42,126 $23.2M
BOCHK Asset Management Ltd 6.71% New 42,000 $23.2M
Man Group plc 0.05% Add +213.4% 41,969 $23.2M
KilterHowling LLC 13.78% Add +1.3% 41,937 $23.1M
Cynosure Group, LLC 2.61% Add +177.5% 41,705 $23.0M
Stratos Wealth Advisors, LLC 1.21% Add +13.5% 41,581 $22.9M
Parisi Gray Wealth Management 6.56% Reduce -0.3% 41,498 $22.9M
Coyle Financial Counsel LLC 6.12% Add +7.2% 41,423 $22.9M
CRA Financial Services, LLC 3.49% Add +4.2% 41,401 $22.8M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -17.2% 41,381 $22.8M
Washburn Capital Management, Inc. 13.38% Reduce -1.8% 41,359 $22.8M
LifeSteps Financial, Inc. 15.66% Add +7.6% 41,301 $22.8M
GenWealth Group, Inc. 4.58% Add +4811.7% 41,209 $22.7M
Deutsche Bank AG 0.01% Add +4.0% 41,101 $22.7M
Insigneo Advisory Services, LLC 1.95% Add +12.6% 41,079 $22.7M
Certuity, LLC 2.12% Add +2.8% 40,898 $22.6M
Edgestream Partners, L.P. 0.63% Add +29.7% 40,762 $22.5M
Private Wealth Partners, LLC 1.76% Add +0.6% 40,741 $22.5M
Summit Wealth Partners, LLC 4.28% Add +6.2% 40,664 $22.4M
Greenwich Wealth Management LLC 1.09% Add +0.3% 40,587 $22.4M
Asset Management Group, Inc. 3.89% Reduce -0.6% 40,421 $22.3M
Wealth Management Partners, LLC 7.75% Add +8.9% 39,740 $21.9M
Vontobel Holding Ltd. 0.07% Reduce -7.0% 39,617 $21.9M
Spinnaker Trust 1.31% Add +3.2% 39,476 $21.8M
Flagship Wealth Advisors, LLC 8.20% Add +0.7% 39,447 $21.8M
Park Avenue Securities LLC 0.20% Reduce -1.2% 39,436 $21.8M
Cornerstone Wealth Management, LLC 1.32% Add +9.6% 39,414 $21.7M
Cassaday & Co Wealth Management LLC 0.54% Reduce -36.5% 39,325 $21.7M
SAM Advisors, LLC 7.49% Add +4.8% 39,270 $21.7M
Anchor Investment Management, LLC 1.90% Reduce -6.1% 39,216 $21.6M
Beacon Financial Planning, Inc. 12.07% Reduce -5.6% 39,200 $21.6M
Platt Investment Counsel, LLC 20.46% Reduce -1.7% 39,039 $21.5M
Obermeyer Wealth Partners 1.07% Add +4.3% 38,988 $21.5M
Axxcess Wealth Management, LLC 0.52% Reduce -2.6% 41,966 $21.5M
First Horizon Advisors, Inc. 0.56% Add +2.8% 38,797 $21.4M
SOL Capital Management CO 2.07% Reduce -1.2% 38,639 $21.3M
Penobscot Investment Management Company, Inc. 1.82% Reduce -2.9% 38,561 $21.3M
Retirement Planning Group, LLC 0.90% Reduce -2.1% 38,529 $21.3M
Chicago Partners Investment Group LLC 0.61% Add +1.2% 37,662 $21.2M
Lake Street Private Wealth, LLC 3.03% Add +2.8% 38,453 $21.2M
Qube Research & Technologies Ltd 0.03% Reduce -95.1% 38,332 $21.1M
Buska Wealth Management, LLC 5.77% Add +13.0% 38,299 $21.1M
Truvestments Capital LLC 4.21% Reduce -0.4% 38,160 $21.1M
Stonegate Investment Group, LLC 0.53% Add +1.1% 38,156 $21.0M
Generali Investments CEE, investicni spolecnost, a.s. 1.72% Add +57.0% 37,969 $20.9M
Schnieders Capital Management LLC 3.68% Reduce -0.2% 37,837 $20.9M
Apella Capital, LLC 0.56% Add +824.1% 37,648 $20.8M
Kaye Capital Management 7.99% Reduce -7.7% 37,646 $20.8M
Running Point Capital Advisors, LLC 5.73% Reduce -7.5% 37,620 $20.8M
D'Orazio & Associates, Inc. 2.91% Reduce -15.3% 37,361 $20.6M
Magnolia Capital Management Ltd. 16.47% Reduce -0.1% 37,358 $20.6M
Crescent Grove Advisors, LLC 2.00% Reduce -12.2% 37,283 $20.6M
Savant Capital, LLC 0.15% Add +2.4% 37,248 $20.5M
Kropog Financial Group, LLC 17.96% Add +1.4% 37,227 $20.5M
Encompass More Asset Management 4.79% Add +3628.3% 37,097 $20.5M
Warwick Investment Management, Inc. 3.97% Reduce -3.8% 37,077 $20.5M
Capital Management Associates, Inc 6.47% Reduce -49.3% 37,016 $20.4M
Turim 21 Investimentos Ltda. 3.98% Add +40.8% 36,872 $20.3M
Cantor Fitzgerald, L. P. 0.50% Reduce -4.8% 36,869 $20.3M
Transcend Capital Advisors, LLC 1.58% Add +0.3% 36,841 $20.3M
Family Capital Management, Inc. 10.64% Add +5.2% 36,812 $20.3M
Dumont & Blake Investment Advisors LLC 5.29% Reduce -0.9% 36,692 $20.2M
Moneta Group Investment Advisors LLC 0.24% Add +6.5% 36,565 $20.2M
Bar Harbor Wealth Management 1.29% Add +8.1% 36,422 $20.1M
Banco BTG Pactual S.A. 4.09% Add +505.1% 36,418 $20.1M
Quattro Financial Advisors LLC 7.07% Reduce -5.4% 36,383 $20.1M
Townsend Asset Management Corp. /NC/ 7.26% Reduce -1.4% 36,334 $20.0M
BostonPremier Wealth LLC 11.11% Add +1.6% 36,307 $20.0M
Brighton Jones LLC 0.54% Reduce -8.3% 36,218 $20.0M
Robertson Stephens Wealth Management, LLC 0.68% Reduce -4.5% 35,662 $19.7M
Westwood Holdings Group Inc. 0.14% Reduce -5.3% 35,625 $19.7M
Sovereign Financial Group, Inc. 4.04% Add +0.1% 35,530 $19.6M
Peterson Wealth Management 11.60% Add +19.3% 35,453 $19.6M
Freestone Capital Holdings, LLC 0.66% Reduce -8.7% 35,424 $19.5M
Gladstone Institutional Advisory LLC 0.80% Add +0.1% 35,309 $19.5M
Cornerstone Planning Group LLC 3.95% Reduce -74.2% 34,577 $19.4M
Keybank National Association 0.07% Add +2.1% 34,888 $19.2M
Glenmede Investment Management, LP 0.10% — 34,828 $19.2M
First United Bank & Trust 6.68% Add +2.7% 34,756 $19.2M
Garde Capital, Inc. 1.03% Reduce -1.0% 34,738 $19.2M
Tradition Wealth Management, LLC 1.53% Add +2.8% 34,717 $19.2M
Gouws Capital LLC 11.64% Reduce -1.4% 34,624 $19.1M
Trinity Wealth Management, LLC 7.56% Reduce -5.9% 34,545 $19.1M
Eagle Capital Management, LLC 8.36% Reduce -36.6% 34,496 $19.0M
Red Wave Investments LLC 6.24% Reduce -6.1% 34,421 $19.0M
FWG Holdings, LLC 8.88% Reduce -1.6% 33,463 $18.9M
Migdal Insurance & Financial Holdings Ltd. 0.22% Reduce -1.8% 34,236 $18.9M
Blue Sky Capital Consultants Group, Inc. 9.69% Add +8.7% 34,198 $18.9M
Ashton Thomas Private Wealth, LLC 0.67% Reduce -4.3% 34,147 $18.9M
Droms Strauss Advisors Inc. /Mo/ 5.76% Reduce -2.1% 34,052 $18.8M
Mission Wealth Management, LP 0.41% Add +3.4% 33,976 $18.7M
Foster Victor Wealth Advisors, LLC 1.27% Reduce -0.3% 33,694 $18.7M
Triton Wealth Management, PLLC 7.99% — 33,138 $18.7M
Golden State Wealth Management, LLC 2.27% Add +3.3% 33,829 $18.7M
Avondale Wealth Management 10.37% Add +5.9% 33,668 $18.6M
Granite Harbor Advisors, Inc. 8.71% Reduce -0.4% 33,645 $18.6M
CW Advisors, LLC 0.18% Reduce -57.1% 33,593 $18.5M
Asset Allocation Strategies LLC 4.06% Reduce -1.8% 33,299 $18.4M
Natixis Advisors, LLC 0.03% Add +6.8% 33,228 $18.3M
Fox Financial, Inc 15.49% Reduce -0.1% 33,214 $18.3M
Pine Harbor Wealth Management, LLC 6.43% Add +1.2% 33,122 $18.3M
Kovack Advisors, Inc. 1.79% Reduce -17.6% 33,096 $18.3M
Invesco Ltd. 0.00% Add +1057.3% 33,063 $18.2M
SeaCrest Wealth Management, LLC 1.98% Add +9.2% 32,980 $18.2M
Consilio Wealth Advisors, LLC 6.44% Add +1.2% 32,955 $18.1M
Evergreen Capital Management LLC 0.54% Reduce -0.7% 32,704 $18.1M
Syntegra Private Wealth Group, LLC 1.83% Reduce -0.3% 32,509 $17.9M
ETF Portfolio Partners, Inc. 4.95% Add +3.1% 32,362 $17.9M
Elevation Capital Advisory, LLC 7.13% Add +147.6% 32,269 $17.8M
Capital Advisors, Ltd. LLC 2.18% Add +2.4% 32,059 $17.7M
Compound Planning, Inc. 0.67% Add +2.5% 32,003 $17.7M
Cavalier Investments, LLC 5.34% Reduce -44.9% 31,936 $17.6M
Accurate Wealth Management, LLC 2.68% Add +585.3% 31,585 $17.5M
Peak Planning Group, LLC 11.22% Reduce -32.7% 31,782 $17.5M
Koshinski Asset Management, Inc. 1.32% Add +3.5% 31,774 $17.5M
USAdvisors Wealth Management, LLC 6.49% Reduce -51.8% 31,597 $17.4M
Main Street Financial Solutions, LLC 1.26% Add +11.3% 31,428 $17.3M
PFG Investments, LLC 1.01% Reduce -18.9% 31,284 $17.3M
Dimension Capital Management LLC 2.70% Add +0.2% 31,275 $17.3M
LM Advisors LLC 2.23% Reduce -7.4% 31,251 $17.2M
Global Wealth Management Investment Advisory, Inc. 3.23% Add +1.3% 31,214 $17.2M
Mesirow Financial Investment Management, Inc. 0.33% Add +3.0% 31,073 $17.1M
Powell Investment Advisors, LLC 6.43% Add +26.3% 31,027 $17.1M
Westside Investment Management, Inc. 3.17% Reduce -6.3% 31,009 $17.1M
Raelipskie Partnership 7.82% Add +4.4% 30,984 $17.1M
Lee Financial Co 2.45% Reduce -0.7% 30,901 $17.1M
Intrust Bank NA 1.51% Add +2.6% 30,888 $17.0M
Maridea Wealth Management LLC 4.43% Reduce -6.0% 30,835 $17.0M
Old National Bancorp 0.30% Add +663.8% 30,828 $17.0M
jvl associates llc 6.10% Reduce -4.0% 30,763 $17.0M
Founders Capital Management 10.12% Add +0.8% 30,597 $16.9M
Lauer Wealth, LLC 14.14% Reduce -32.4% 29,445 $16.9M
JT Stratford LLC 2.56% Add +6.4% 30,565 $16.9M
Vivid Wealth Management, LLC 7.37% Reduce -17.0% 30,416 $16.8M
Mattern Wealth Management LLC 3.49% Add +9.3% 30,400 $16.8M
Albion Financial Group 1.10% Reduce -0.4% 30,396 $16.8M
Eldridge Investment Advisors, Inc. 3.50% Add +3.4% 30,363 $16.7M
Arete Wealth Advisors, LLC 1.18% Reduce -14.1% 30,215 $16.7M
Sound View Wealth Advisors Group, LLC 1.23% Reduce -0.7% 30,150 $16.6M
Pinnacle Family Advisors, LLC 8.05% Add +108.5% 30,036 $16.6M
Moloney Securities Asset Management, LLC 2.06% Reduce -3.4% 29,993 $16.5M
Founders Financial Securities LLC 1.26% Reduce -3.1% 29,992 $16.5M
JB Capital LLC 0.80% Add +2.0% 29,976 $16.5M
Chaney Capital Management, Inc. 6.46% Add +6.3% 29,860 $16.5M
Carbahal Olsen Financial Services Group, LLC 14.04% Reduce -0.7% 29,851 $16.5M
Destiny Capital Corp 9.92% Add +5.6% 29,818 $16.4M
MGB Wealth Management, LLC 5.35% Add +4.5% 29,456 $16.2M
Caliber Wealth Management, LLC / KS 1.74% Reduce -1.2% 29,374 $16.2M
Three Bridge Wealth Advisors, LLC 4.26% Add +35.4% 29,257 $16.2M
Momentum Wealth Planning, LLC 13.99% — 29,241 $16.1M
Financial Guidance Group, Inc. 7.84% Add +6.5% 29,269 $16.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -20.5% 29,209 $16.1M
Whittier Trust Co. 0.19% Reduce -2.5% 29,195 $16.1M
Simmons Bank 1.15% Reduce -0.6% 29,190 $16.1M
Focus Partners Advisor Solutions, LLC 0.21% Reduce -0.2% 29,149 $16.1M
E&G Advisors, LLC 4.15% Add +1.9% 29,041 $16.0M
DT Investment Partners, LLC 1.44% No change 28,984 $16.0M
Signature Estate & Investment Advisors LLC 0.37% Add +1.9% 28,903 $15.9M
Proathlete Wealth Management LLC 5.07% Add +3.0% 28,848 $15.9M
Ballentine Partners, LLC 0.24% Reduce -7.7% 28,865 $15.9M
Coastline Trust Co 1.82% Add +5.7% 28,798 $15.9M
Fischer Financial Services, Inc. 4.67% Add +0.3% 28,867 $15.9M
Heritage Oak Wealth Advisors LLC 6.23% New 28,710 $15.8M
Bensler, LLC 1.77% Reduce -0.5% 28,663 $15.8M
Royal Fund Management, LLC 1.68% Reduce -48.0% 28,487 $15.8M
Outlook Wealth Advisors, LLC 4.05% Add +1.4% 28,546 $15.7M
Gerber Kawasaki Wealth & Investment Management 0.61% Reduce -6.2% 28,541 $15.7M
David J Yvars Group 9.20% Add +0.3% 28,479 $15.7M
O'shaughnessy Asset Management, LLC 0.11% Reduce -1.2% 28,291 $15.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.02% Add +69.2% 28,234 $15.6M
Acorn Financial Advisory Services Inc. 2.55% Add +0.7% 28,221 $15.6M
Crew Capital Management, Ltd 11.16% Add +258.4% 28,156 $15.5M
Silvercrest Asset Management Group LLC 0.10% Reduce -3.9% 28,129 $15.5M
Spectrum Wealth Advisory Group, LLC 7.20% Reduce -3.3% 28,059 $15.5M
Proficio Capital Partners LLC 0.95% Add +8992.9% 2,029,080 $15.3M
Assetmark, Inc. 0.04% Add +0.2% 27,598 $15.2M
Seros Financial, LLC 9.61% Add +5.8% 27,486 $15.2M
360 Financial, Inc. 4.78% Add +2.1% 27,457 $15.1M
Adaptive Financial Consulting, LLC 6.29% Reduce -4.8% 27,316 $15.1M
Rathbones Group PLC 0.07% Reduce -0.4% 27,302 $15.1M
Mechanics Bank Trust Department 2.15% Reduce -3.0% 27,184 $15.0M
Concentrum Wealth Management 4.70% Add +19.3% 27,146 $15.0M
Tiaa Trust, National Association 0.04% Reduce -6.1% 27,110 $15.0M
Equitable Trust Co. 0.74% Reduce -3.7% 27,106 $15.0M
Smith, Moore & Co. 1.25% Add +6.4% 27,092 $14.9M
Y.D. More Investments Ltd 1.03% Add +33.1% 27,052 $14.9M
Capital Advisory Group Advisory Services, LLC 5.36% Add +1.2% 27,024 $14.9M
Pinnacle Financial Partners Inc 0.31% Reduce -1.1% 27,015 $14.9M
Joel Isaacson & Co., LLC 0.60% Add +3.6% 26,770 $14.8M
Luken Investment Analytics, LLC 6.47% Reduce -14.8% 26,745 $14.8M
CV Advisors LLC 4.53% Add +0.9% 26,735 $14.7M
Cary Street Partners Financial LLC 0.41% Add +29.5% 26,725 $14.7M
Thor Trading Advisors, LLC 18.43% New 26,665 $14.7M
Sassicaia Capital Advisers LLC 9.19% Add +1413.9% 26,600 $14.7M
Traction Financial Partners, LLC 9.86% Add +2.8% 26,365 $14.5M
EverSource Wealth Advisors, LLC 0.66% Add +208.4% 26,364 $14.5M
Continuum Advisory, LLC 1.75% Reduce -15.5% 26,356 $14.5M
Tepp RIA, LLC 18.75% Add +18.1% 26,339 $14.5M
Grandview Asset Management LLC 4.65% Add +0.6% 26,330 $14.5M
Institute for Wealth Management, LLC. 1.62% Add +2.7% 26,322 $14.5M
Rareview Capital LLC 9.17% Reduce -20.3% 26,320 $14.5M
WealthBridge Capital Management, LLC 3.66% Add +8.3% 26,138 $14.4M
Mgo One Seven LLC 0.46% Add +2.0% 26,077 $14.4M
LJI Wealth Management, LLC 2.50% Reduce -6.5% 26,049 $14.4M
AlTi Global, Inc. 0.36% Reduce -8.2% 25,735 $14.3M
Financial Freedom, LLC 7.68% Reduce -1.9% 25,847 $14.3M
Moors & Cabot, Inc. 0.66% Reduce -0.8% 25,838 $14.3M
Smith Shellnut Wilson LLC 6.17% Add +0.4% 25,807 $14.2M
Pacific Financial Group Inc. 11.09% Reduce -11.0% 25,746 $14.2M
McIlrath & Eck, LLC 1.62% Add +8.3% 25,725 $14.2M
Garner Asset Management Corp 6.58% Reduce -0.3% 25,713 $14.2M
Vista Cima Wealth Management LLC 13.25% Add +1.3% 25,689 $14.2M
Crestwood Advisors Group, LLC 0.25% Add +0.2% 25,684 $14.2M
Lake Hills Wealth Management, LLC 8.10% Add +53.2% 25,640 $14.1M
BCGM Wealth Management, LLC 3.98% Add +13.6% 25,597 $14.1M
Benin Management CORP 3.68% Reduce -0.2% 25,561 $14.1M
Iams Wealth Management, LLC 6.46% Reduce -2.4% 25,491 $14.1M
Legend Financial Advisors, Inc. 9.34% Reduce -2.1% 25,480 $14.1M
JSF Financial, LLC 3.33% Add +8.8% 25,378 $14.0M
HUB Investment Partners, LLC 0.49% Reduce -0.0% 25,318 $14.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -71.5% 25,298 $13.9M
Littlejohn Financial Services, Inc. 10.72% Add +74.4% 25,151 $13.9M
Sigma Investment Counselors Inc. 0.76% Add +14.8% 25,127 $13.9M
Finley Financial, LLC 6.96% Reduce -0.4% 25,111 $13.9M
World Equity Group, Inc. 3.76% Add +20.5% 25,005 $13.8M
Bay Capital Advisors, LLC 10.51% Add +3.0% 25,002 $13.8M
Hel Ved Capital Management Ltd 6.20% New 25,000 $13.8M
FFT Wealth Management LLC 2.71% Add +17.6% 24,222 $13.8M
Refined Wealth Management 9.47% Add +1.6% 24,987 $13.8M
Little Harbor Advisors, LLC 8.16% Add +3.3% 24,947 $13.8M
Lighthouse Wealth Management Inc. 11.86% Reduce -8.3% 24,850 $13.7M
Centiva Capital, LP 0.91% Add +537.2% 24,811 $13.7M
Alpha Cubed Investments, LLC 0.52% Add +7.8% 24,775 $13.7M
Worth Asset Management, LLC 6.74% Add +652.0% 24,756 $13.7M
Integral Investment Advisors, Inc. 3.88% Add +3.0% 24,636 $13.6M
Wealth Group Ltd 3.46% Add +283.7% 24,629 $13.6M
Gerber, LLC 9.54% Add +3.2% 24,603 $13.6M
Flagstar Securities, Inc. 3.75% Reduce -12.8% 24,544 $13.6M
Sheets Smith Wealth Management 1.58% Add +0.9% 24,537 $13.5M
Chatham Capital Group, Inc. 2.06% Add +7.0% 24,499 $13.5M
Bogart Wealth, LLC 0.58% Add +0.3% 24,493 $13.5M
Vishria Bird Financial Group, LLC 4.48% Reduce -1.0% 24,437 $13.5M
Claro Advisors Inc. 2.22% Reduce -4.4% 24,360 $13.4M
Savvy Advisors, Inc. 0.90% Add +46.2% 24,347 $13.4M
Choate Investment Advisors 0.29% Add +4.3% 24,235 $13.4M
LMR Partners LLP 0.30% Add +87.0% 24,153 $13.3M
Wealth Quarterback LLC 6.31% Add +1426.8% 24,139 $13.3M
Pettyjohn, Wood & White, Inc. 2.38% Add +0.2% 24,131 $13.3M
Exchange Traded Concepts, LLC 0.17% New 24,095 $13.3M
Wesbanco Bank Inc. 0.39% Add +15.6% 24,016 $13.2M
111 Capital 2.28% Reduce -51.9% 24,014 $13.2M
Retirement Financial Solutions, LLC 4.66% Add +27.6% 24,000 $13.2M
Guerra Advisors Inc 6.24% Add +0.9% 23,948 $13.2M
Financial Insights, Inc. 4.82% Add +10.9% 23,944 $13.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +5884.9% 23,760 $13.1M
Haverford Trust Co 0.12% Add +0.6% 23,753 $13.1M
Mach-1 Financial Group, LLC 3.82% Add +16.8% 23,719 $13.1M
Sunbelt Securities, Inc. 1.15% Reduce -7.3% 25,548 $13.1M
Erickson Financial Group, LLC 8.82% Reduce -15.4% 23,654 $13.0M
White Wing Wealth Management 8.82% Reduce -0.3% 23,586 $13.0M
NFSG Corp 2.10% Add +16.2% 23,507 $13.0M
Lansing Street Advisors 3.83% Add +6.7% 23,318 $12.9M
Garden State Investment Advisory Services LLC 3.46% Add +54.1% 23,132 $12.8M
Evoke Wealth, LLC 0.30% Add +4.2% 23,156 $12.8M
Loomis Sayles & Co. L P 0.02% Add +67.0% 23,150 $12.8M
DAVENPORT & Co LLC 0.07% Add +7.1% 23,142 $12.8M
Integrity Financial Corp 6.51% Add +0.6% 23,106 $12.8M
Fifth Third Bancorp 0.04% Reduce -0.5% 23,076 $12.7M
Capital Investment Advisors, LLC 0.22% Add +19.6% 23,022 $12.7M
LGL Partners, LLC 5.59% Add +8.2% 22,130 $12.6M
AdvisorNet Financial, Inc 0.81% Add +1.8% 22,827 $12.6M
True Freedom Investing, LLC 4.96% — 22,823 $12.6M
CPR Investments Inc. 9.77% Add +757.3% 22,822 $12.6M
Clarius Group, LLC 0.73% Add +0.1% 22,809 $12.6M
Telos Capital Management, Inc. 1.28% Add +4.9% 22,797 $12.6M
Bradley Foster & Sargent Inc. 0.20% Add +29.0% 22,730 $12.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Add +0.5% 22,702 $12.5M
Ryan Investment Management, Inc. 7.99% — 22,656 $12.5M
Ping Capital Management, Inc. 7.06% Add +30.6% 22,600 $12.5M
Union Bancaire Privee, UBP SA 0.18% Add +15.8% 23,693 $12.5M
Alphadyne Asset Management LP 37.74% New 22,536 $12.4M
Mather Group, Llc. 0.13% Add +2.3% 22,530 $12.4M
Cypress Capital Group 1.55% Add +5.0% 22,513 $12.4M
Roof Eidam Maycock Peralta, LLC 3.05% Reduce -1.2% 22,425 $12.4M
NewEdge Wealth, LLC 0.19% Add +19.4% 21,604 $12.3M
Ciovacco Capital Management LLC 6.68% Add +71.3% 22,274 $12.3M
Planned Solutions, Inc. 4.71% Reduce -30.8% 22,255 $12.3M
Rezny Wealth Management, Inc. 3.00% Add +33.4% 22,222 $12.3M
WCG Wealth Advisors LLC 0.79% Add +12.9% 22,198 $12.2M
Holderness Investments Co. 2.62% Reduce -15.8% 22,098 $12.2M
Flagship Harbor Advisors, LLC 0.58% Add +4.5% 22,097 $12.2M
Navis Wealth Advisors, LLC 10.24% Reduce -0.0% 22,029 $12.2M
Alpha Zero LLC 7.89% Add +3.7% 21,967 $12.1M
WJ Wealth Management, LLC 3.81% Reduce -4.0% 21,899 $12.1M
Baron Financial Group, LLC 7.08% Reduce -0.3% 21,864 $12.1M
Chris Bulman Inc 6.87% Add +47.2% 21,834 $12.0M
Hazlett, Burt & Watson, Inc. 4.93% Reduce -0.4% 21,786 $12.0M
Next Capital Management LLC 4.44% Add +0.1% 21,800 $12.0M
Quadcap Wealth Management, LLC 1.53% Add +19.5% 21,794 $12.0M
Avestar Capital, LLC 0.87% Reduce -7.4% 21,693 $12.0M
Coppell Advisory Solutions LLC 1.42% Add +52.2% 21,799 $11.9M
Florida Financial Advisors, LLC 2.89% Reduce -5.7% 21,608 $11.9M
Clearstead Advisors, LLC 0.17% New 21,563 $11.9M
CENTRAL TRUST Co 0.27% Reduce -3.3% 21,522 $11.9M
Garda Capital Partners LP 3.35% New 21,438 $11.8M
Everett Harris & Co. 0.15% Add +0.0% 21,437 $11.8M
Wedmont Private Capital 0.50% Add +9.6% 21,251 $11.8M
Strategic Wealth Partners, Ltd. 0.93% — 21,414 $11.8M
Carnegie Investment Counsel 0.24% Reduce -3.3% 21,412 $11.8M
Macquarie Group Ltd. 0.01% Add +193572.7% 21,304 $11.8M
Surience Private Wealth LLC 11.03% New 21,290 $11.7M
RPS Advisory Solutions LLC 6.44% Add +462.2% 21,274 $11.7M
Berger Financial Group, Inc 0.76% Add +2.6% 21,253 $11.7M
Relyea Zuckerberg Hanson LLC 1.37% Add +24.5% 21,143 $11.7M
KM Capital Management Ltd. 5.75% Add +10.4% 21,141 $11.7M
Keystone Wealth Services, LLC 2.81% Reduce -3.9% 21,138 $11.7M
Mullooly Asset Management, Inc. 4.89% Reduce -0.2% 21,108 $11.7M
HFG Advisors, Inc. 9.21% Add +1.1% 21,070 $11.6M
Family Office Research LLC 5.49% Add +5.0% 21,056 $11.6M
Plotkin Financial Advisors, LLC 6.39% Add +5.5% 21,006 $11.6M
Gill Capital Partners, LLC 3.72% Add +2.6% 20,949 $11.6M
NorthRock Partners, LLC 0.30% Reduce -2.3% 20,943 $11.6M
Solano Wealth Investment Advisors LLC 5.93% Add +1.3% 20,932 $11.5M
HMS Capital Management, LLC 5.20% Reduce -1.5% 20,929 $11.5M
Owen LaRue, LLC 4.90% Add +1.9% 20,898 $11.5M
Summit Trail Advisors, LLC 0.20% New 20,874 $11.5M
Alliance Wealth Advisors, LLC 6.28% Add +5.1% 20,883 $11.5M
RVW Wealth, LLC 0.98% Add +0.3% 20,848 $11.5M
Oppenheimer Asset Management Inc. 0.13% Reduce -61.7% 20,794 $11.5M
Win Advisors, Inc. 5.52% New 20,734 $11.4M
Oliver Lagore Vanvalin Investment Group 4.49% — 24,384 $11.4M
TrueWealth Advisors, LLC 3.37% Add +0.5% 20,652 $11.4M
Keystone Financial Group 1.03% Add +11.7% 20,587 $11.4M
Curtis Advisory Group, LLC 2.85% Add +0.5% 20,535 $11.3M
Hilltop Holdings Inc. 0.73% Reduce -11.7% 20,516 $11.3M
Daymark Wealth Partners, LLC 0.43% Add +3.1% 20,499 $11.3M
Norris Financial Group, LLC 4.63% Add +11.9% 20,485 $11.3M
Connective Capital Management, LLC 10.56% Reduce -64.6% 20,470 $11.3M
Cresta Advisors, Ltd. 5.47% Reduce -2.2% 20,359 $11.2M
Global Trust Asset Management, LLC 6.00% Add +0.5% 20,314 $11.2M
Jackson Wealth Management, LLC 1.22% Add +0.9% 20,295 $11.2M
Watershed Private Wealth LLC 4.06% Add +18.4% 20,226 $11.2M
Vanguard Group Inc. 0.00% Add +1.0% 20,189 $11.1M
Davidson Kahn Capital Management, LLC 7.12% Add +14.0% 20,087 $11.1M
J Hagan Capital, Inc. 7.48% New 19,626 $11.1M
Private Trust Co. NA 1.05% Add +5.7% 20,056 $11.1M
Avior Wealth Management, LLC 0.38% Add +2.4% 20,054 $11.1M
Blue Square Asset Management, LLC 5.17% Add +27.0% 20,018 $11.0M
Caldwell Trust Co 1.10% Add +1.1% 20,003 $11.0M
New England Private Wealth Advisors LLC 1.61% Add +5.1% 19,345 $11.0M
Prosperity Wealth Management, Inc. 4.06% Reduce -5.6% 19,874 $11.0M
Coldstream Capital Management Inc. 0.18% Reduce -6.9% 19,870 $11.0M
Sentinel Trust Co. Lba 1.19% No change 19,802 $10.9M
Creative Financial Designs Inc. 0.78% Add +9.9% 19,697 $10.9M
Crewe Advisors LLC 1.54% Add +3.8% 19,693 $10.9M
Jacksonville Wealth Management, LLC 8.72% Add +8.8% 19,670 $10.9M
Fortress Financial Solutions, LLC 13.60% Add +0.9% 19,655 $10.8M
HBK Sorce Advisory LLC 0.29% Add +1.2% 19,570 $10.8M
JP Wealth Management, Inc. 8.07% Reduce -7.8% 19,553 $10.8M
Black Swift Group, LLC 2.18% New 19,550 $10.8M
Berkeley Capital Partners, LLC 2.73% No change 19,525 $10.8M
Capital Investment Counsel, LLC 1.66% Reduce -1.6% 19,436 $10.7M
Yeomans Consulting Group, Inc. 4.42% Reduce -29.1% 19,568 $10.7M
Interactive Financial Advisors, Inc. 5.22% Reduce -4.0% 19,396 $10.7M
Lion Street Advisors, LLC 3.24% Add +13.4% 19,338 $10.7M
Perennial Investment Advisors, LLC 1.03% Add +6.5% 19,211 $10.6M
Marvin & Palmer Associates Inc. 9.08% New 19,200 $10.6M
Retirement Planning Group, LLC / NY 9.30% Add +2.2% 19,176 $10.6M
First Nebraska Trust Co 1.01% Add +0.5% 19,281 $10.6M
Brown Brothers Harriman & Co. 0.07% Add +8.5% 19,075 $10.5M
North Star Investment Management Corp. 0.73% Reduce -4.0% 19,050 $10.5M
Perissos Private Wealth Management, LLC 8.30% Add +3540.2% 19,038 $10.5M
Leavell Investment Management, Inc. 0.47% Reduce -0.4% 19,014 $10.5M
Ally Financial Inc. 1.18% New 19,000 $10.5M
Ancora Advisors LLC 0.22% Add +9.6% 18,998 $10.5M
Absolute Capital Management, LLC 5.25% Add +2.7% 18,930 $10.4M
WealthPLAN Partners, LLC 1.68% Reduce -1.8% 18,913 $10.4M
Tyche Wealth Partners LLC 2.09% Reduce -11.9% 18,907 $10.4M
Nikulski Financial, Inc. 2.85% Add +1.6% 18,884 $10.4M
Silver Oak Securities, Incorporated 0.87% Reduce -41.5% 18,880 $10.4M
MTM Financial Group, LLC 5.65% Add +3.9% 19,038 $10.4M
Peak Asset Management, LLC 1.91% Add +6.3% 18,853 $10.4M
First National Corp. /Ma/ 2.10% Add +11.4% 18,851 $10.4M
BW Gestao de Investimentos Ltda. 0.98% New 18,764 $10.4M
Balefire, LLC 2.25% Add +43.3% 18,754 $10.3M
Trek Financial, LLC 0.69% Reduce -23.5% 18,706 $10.3M
POM Investment Strategies, LLC 7.36% Add +8787.6% 18,664 $10.3M
Norden Group LLC 1.12% Add +598.6% 18,631 $10.3M
Principia Wealth Advisory, LLC 8.71% Add +372020.0% 18,606 $10.3M
Redhawk Wealth Advisors, Inc. 1.29% Add +62.9% 18,597 $10.3M
RDA Financial Network 2.77% Reduce -15.2% 18,596 $10.3M
Agf Management Ltd. 0.05% Add +0.1% 18,593 $10.3M
Tsfg, LLC 1.85% Add +4.6% 18,573 $10.2M
Lighthouse Financial LLC 7.83% Reduce -0.9% 18,539 $10.2M
Bollard Group LLC 0.23% Add +5.9% 18,531 $10.2M
Seneca House Advisors 4.30% Reduce -2.4% 18,333 $10.1M
First Trust Advisors LP 0.01% Add +103.3% 18,316 $10.1M
TKG Advisors, LLC 4.52% Add +23.3% 18,305 $10.1M
Mission Hills Financial Advisory, LLC 6.25% Add +2.0% 18,247 $10.1M
IPG Investment Advisors LLC 1.96% New 18,226 $10.1M
Trivium Point Advisory, LLC 1.09% Reduce -23.9% 18,216 $10.0M
Legacies Wealth LLC 6.67% New 18,206 $10.0M
Camarda Financial Advisors, LLC 3.94% Reduce -26.4% 18,173 $10.0M
O'Connor Financial Group LLC 4.41% Add +4.5% 17,962 $10.0M
Diversify Wealth Management, LLC 0.61% Add +5.2% 17,138 $9.9M
Rainey & Randall Wealth Advisors Inc. 1.82% Add +2.5% 17,998 $9.9M
Exencial Wealth Advisors, LLC 0.35% Add +6.7% 17,999 $9.9M
CFM Wealth Partners LLC 1.58% Add +4.1% 17,978 $9.9M
Atlatl Advisers LLC 4.69% New 17,967 $9.9M
Soltis Investment Advisors LLC 0.78% Reduce -52.8% 17,945 $9.9M
Prosperitas Financial LLC 4.64% Add +0.5% 17,911 $9.9M
Tactive Advisors, LLC 3.19% — 17,868 $9.9M
Investor's Fiduciary Advisor Network, LLC 3.66% Reduce -0.1% 17,862 $9.9M
Custos Family Office, LLC 3.13% Add +1468.3% 17,800 $9.8M
EHP Funds Inc. 11.27% Reduce -15.6% 17,800 $9.8M
Destination Wealth Management 0.29% Reduce -10.1% 17,771 $9.8M
Weitzel Financial Services, Inc. 4.15% Add +2.5% 17,006 $9.8M
Madison Wealth Partners, Inc 2.14% Add +1.6% 17,743 $9.8M
KFG Wealth Management, LLC 1.57% Reduce -29.9% 17,724 $9.8M
Latitude Advisors, LLC 4.90% New 17,644 $9.7M
Walleye Capital LLC 0.10% Add +76.9% 17,630 $9.7M
Granite Bay Wealth Management, LLC 3.11% Reduce -0.2% 17,526 $9.7M
Sandy Cove Advisors, LLC 3.49% Add +2.5% 17,521 $9.7M
AlphaCore Capital LLC 0.37% Add +127.4% 17,519 $9.7M
Carr Financial Group Corp 2.85% Add +22.4% 17,512 $9.7M
Simplicity Wealth,LLC 0.40% Add +124.8% 17,500 $9.7M
Harvey Partners, LLC 0.96% New 17,480 $9.6M
AlphaStar Capital Management, LLC 0.68% New 17,477 $9.6M
National Philanthropic Trust 0.13% Reduce -41.9% 17,435 $9.6M
Pachira Investments Inc. 7.26% Add +7.4% 17,420 $9.6M
Howard Financial Services, LTD. 1.26% Add +0.2% 17,395 $9.6M
Mystic Asset Management, Inc. 2.31% Add +0.6% 17,345 $9.6M
Midwest Financial Group LLC 5.02% Add +31.0% 17,324 $9.6M
Strategent Financial, LLC 7.39% Reduce -0.5% 17,160 $9.5M
Glen Eagle Advisors, LLC 1.46% Reduce -0.5% 17,148 $9.5M
Sovran Advisors, LLC 0.99% Reduce -23.3% 17,116 $9.5M
Associated Banc-Corp 0.27% Add +10.8% 17,088 $9.4M
Genesee Capital Advisors, LLC 4.22% Add +1.1% 17,071 $9.4M
Christopher J. Hasenberg, Inc 3.50% Reduce -66.7% 17,061 $9.4M
Empower Advisory Group, LLC 0.03% Add +6.7% 17,012 $9.4M
StrongBox Wealth, LLC 3.56% Add +1.1% 17,009 $9.4M
Maven Securities LTD 2.43% Add +2733.0% 16,998 $9.4M
Capital Investment Advisory Services, LLC 0.77% Add +0.7% 16,940 $9.3M
Pure Financial Advisors, LLC 0.16% Add +8.6% 16,919 $9.3M
Guardian Wealth Advisors, LLC 5.51% Reduce -1.4% 16,884 $9.3M
Red Door Wealth Management, LLC 1.11% Add +365.0% 16,864 $9.3M
Unique Wealth, LLC 1.50% Reduce -7.5% 16,852 $9.3M
Lakeshore Capital Group, Inc. 8.23% Add +22.5% 16,815 $9.3M
MMBG Investment Advisors Co. 0.92% Add +5.6% 16,732 $9.2M
Trademark Financial Management, LLC 5.63% Add +12.7% 16,677 $9.2M
GC Wealth Management RIA, LLC 0.75% Add +51.6% 16,624 $9.2M
CMG Global Holdings, LLC 4.82% Add +8.2% 16,131 $9.2M
Verus Capital Partners, LLC 0.82% Reduce -26.6% 16,593 $9.2M
Blue Capital, Inc. 6.49% — 16,589 $9.2M
WPG Advisers, LLC 7.71% Reduce -0.4% 16,575 $9.1M
Tempus Wealth Planning, LLC 2.26% Add +18.0% 16,461 $9.1M
Nadler Financial Group, Inc. 0.93% Reduce -17.3% 16,438 $9.1M
Transcendent Capital Group LLC 4.64% Add +75.6% 16,376 $9.0M
NWF Advisory Services Inc. 1.08% Add +17.0% 16,344 $9.0M
Vision Financial Markets LLC 8.47% Reduce -0.7% 16,277 $9.0M
Strategic Blueprint, LLC 0.44% Reduce -7.9% 16,251 $9.0M
Clare Market Investments LLC 1.99% Reduce -8.7% 16,228 $9.0M
Advisors Capital Management, LLC 0.12% Add +24.5% 16,225 $9.0M
Focus Partners Wealth 0.02% Reduce -96.3% 16,213 $8.9M
GAMCO Investors 0.09% Add +67.3% 16,147 $8.9M
Prism Advisors, Inc. 2.54% Add +5.8% 16,145 $8.9M
CWS Financial Advisors, LLC 2.59% Reduce -15.5% 16,141 $8.9M
Chicago Wealth Management, Inc. 4.24% Add +0.2% 16,119 $8.9M
Chemung Canal Trust Co. 1.86% Add +1.1% 16,050 $8.9M
Cannon Advisors, Inc. 7.12% Reduce -23.4% 16,034 $8.8M
Traynor Capital Management, Inc. 0.63% Reduce -2.6% 16,110 $8.8M
Good Life Advisors, LLC 0.55% Add +4.5% 15,967 $8.8M
Somerset Group LLC 7.45% Add +5.3% 15,957 $8.8M
Griffin Asset Management, Inc. 1.04% Reduce -0.1% 15,948 $8.8M
GWN Securities Inc. 1.63% Reduce -80.9% 15,935 $8.8M
Arcataur Capital Management LLC 2.74% Reduce -0.6% 15,898 $8.8M
Kickstand Ventures, Llc. 2.04% Add +82.8% 15,818 $8.7M
Alexis Investment Partners, LLC 3.74% Reduce -10.6% 15,807 $8.7M
Spectrum Strategic Capital Management, LLC 5.52% Reduce -6.2% 15,725 $8.7M
49 Wealth Management, LLC 0.92% Add +655.9% 15,716 $8.7M
Base Wealth Management LLC 5.54% Add +12.5% 15,681 $8.7M
Bristlecone Advisors, LLC 0.73% Reduce -15.2% 15,652 $8.6M
WNY Asset Management, LLC 0.95% Reduce -39.5% 15,647 $8.6M
Aristides Capital LLC 2.74% Add +178.3% 15,610 $8.6M
Sykon Capital LLC 3.14% New 15,601 $8.6M
Finivi Inc. 5.83% Add +2.9% 15,591 $8.6M
Verde Capital Management 2.12% Reduce -5.4% 15,570 $8.6M
Richards, Merrill & Peterson, Inc. 4.08% Add +13.3% 15,569 $8.6M
Scissortail Wealth Management, LLC 2.06% Add +1.9% 15,542 $8.6M
Masso Torrence Wealth Management Inc. 3.96% Reduce -2.9% 15,524 $8.6M
Pallas Capital Advisors LLC 0.33% Add +9.4% 15,523 $8.6M
Dale Q Rice Investment Management Ltd 7.10% Reduce -48.4% 15,361 $8.6M
CVA Family Office, LLC 1.20% Add +2.4% 15,497 $8.5M
Americana Partners, LLC 0.29% Add +4.4% 15,486 $8.5M
My Personal CFO, LLC 3.88% Add +3.2% 15,469 $8.5M
American State Bank (Iowa) 4.72% No change 15,453 $8.5M
J. Safra Sarasin Holding AG 0.15% Add +117.4% 15,412 $8.5M
Novak & Powell Financial Services, Inc. 5.89% Reduce -21.1% 15,380 $8.5M
B&D White Capital Company, LLC 1.29% Add +38.0% 15,349 $8.5M
Financial Advocates Investment Management 0.69% Reduce -46.8% 15,312 $8.4M
All Terrain Financial Advisors, LLC 3.06% Add +1.3% 15,306 $8.4M
Per Stirling Capital Management, LLC. 1.10% Reduce -0.8% 15,270 $8.4M
Solitude Financial Services 3.05% Reduce -0.5% 15,253 $8.4M
Warner Financial, Inc. 3.47% Reduce -1.0% 15,234 $8.4M
Fiducient Advisors LLC 1.03% Add +1483.2% 15,230 $8.4M
Washington Growth Strategies LLC 6.42% — 15,231 $8.4M
Webster Bank, N. A. 0.87% Reduce -7.5% 15,183 $8.4M
Modera Wealth Management, LLC 0.10% Add +4.7% 15,183 $8.4M
Bryn Mawr Trust Advisors, LLC 0.46% Add +33.3% 15,168 $8.4M
Darwin Wealth Management, LLC 2.89% Reduce -8.0% 15,113 $8.3M
Leo Wealth, LLC 0.65% Add +74.8% 15,077 $8.3M
Destiny Wealth Partners, LLC 1.12% Reduce -1.5% 15,052 $8.3M
Latko Wealth Management, Ltd. 4.66% Reduce -0.3% 15,025 $8.3M
Thrive Capital Management, LLC 2.59% Add +141.5% 15,006 $8.3M
Glaxis Capital Management, LLC 11.06% New 15,000 $8.3M
Flagship Private Wealth, LLC 3.49% Add +9.0% 14,882 $8.2M
XTX Topco Ltd 0.34% New 14,807 $8.2M
Capital Advisors Inc. 0.15% Reduce -1.9% 14,757 $8.1M
Cullen/Frost Bankers, Inc. 0.10% Reduce -3.1% 14,738 $8.1M
Harbour Trust & Investment Management Co 0.90% Add +0.2% 14,703 $8.1M
Bank of Hawaii 0.42% No change 14,543 $8.0M
Fingerlakes Wealth Management, Inc. 5.99% Reduce -3.8% 14,540 $8.0M
G&S Capital LLC 3.16% Add +20.8% 14,461 $8.0M
Milestone Asset Management, LLC 1.68% Add +145.2% 14,418 $8.0M
Kellett Wealth Advisors, LLC 5.19% Reduce -4.0% 14,414 $8.0M
SPC Financial, Inc. 0.66% Reduce -1.5% 14,386 $7.9M
Liberty Square Wealth Partners LLC 2.74% Add +10.8% 14,384 $7.9M
Retirement Income Solutions, Inc. 1.46% Reduce -0.8% 14,382 $7.9M
Cozad Asset Management Inc. 0.69% Add +9.3% 14,367 $7.9M
Arcus Capital Partners, LLC 3.42% Reduce -0.5% 14,333 $7.9M
Main Street Group, LTD 2.86% Add +0.2% 14,331 $7.9M
Canandaigua National Bank & Trust Co. 0.73% Reduce -2.2% 14,329 $7.9M
M3 Advisory Group, LLC 5.44% Reduce -2.3% 14,263 $7.9M
Sandbox Financial Partners, LLC 2.47% Add +2.0% 14,198 $7.8M
Advisory Resource Group 1.50% Reduce -14.6% 14,179 $7.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.01% Reduce -1.8% 14,133 $7.8M
Fiduciary Alliance LLC 0.58% Add +22.4% 14,133 $7.8M
Jackson Hole Capital Partners, LLC 1.43% Add +7.5% 14,115 $7.8M
SouthState Bank Corp 0.34% Reduce -5.8% 14,049 $7.8M
Advyzon Investment Management, LLC 1.71% Add +609.4% 14,018 $7.7M
Madrid Financial Services 5.24% Add +3.2% 14,013 $7.7M
Empirical Finance, LLC 0.40% No change 13,997 $7.7M
Magnus Financial Group LLC 0.68% Add +12.0% 13,954 $7.7M
Herbst Group, LLC 4.61% Add +8.6% 13,937 $7.7M
Ferguson Wellman Capital Management, Inc. 0.14% Reduce -1.1% 13,932 $7.7M
SOA Wealth Advisors, LLC. 1.40% Reduce -3.2% 13,881 $7.7M
Novare Capital Management LLC 0.62% Reduce -8.7% 13,877 $7.7M
Gibraltar Capital Management, Inc. 1.49% Add +3.4% 13,843 $7.6M
DSG Capital Advisors, LLC 1.36% Reduce -0.1% 13,840 $7.6M
Nabity-Jensen Investment Management Inc 5.63% Reduce -1.1% 13,839 $7.6M
Martin Capital Advisors, LLP 4.95% Reduce -1.9% 13,798 $7.6M
J. Goldman & Co LP 0.24% Reduce -76.0% 13,774 $7.6M
Fermata Advisors, LLC 2.03% Reduce -59.5% 13,751 $7.6M
Kieckhefer Group LLC 4.11% Add +11.8% 13,745 $7.6M
Atlantic Union Bankshares Corp 0.17% Add +840.5% 13,740 $7.6M
Louisiana State Employees Retirement System 0.14% Reduce -48.5% 13,700 $7.6M
Squarepoint Ops LLC 0.02% Reduce -91.8% 13,700 $7.6M
Vantage Financial Partners, LLC 1.74% Reduce -51.9% 13,694 $7.6M
Founders Capital Management, LLC 1.29% No change 13,667 $7.5M
Pettinga Financial Advisors LLC 1.65% Add +8.1% 13,661 $7.5M
Rik Saylor Financial, Inc. 5.79% Reduce -0.7% 13,627 $7.5M
Petix & Botte Co 1.84% Reduce -2.5% 13,584 $7.5M
MorganRosel Wealth Management, LLC 2.04% Reduce -21.7% 13,555 $7.5M
Sepio Capital, LP 0.53% Add +52.9% 13,550 $7.5M
Eastern Bank 0.14% Reduce -4.0% 13,537 $7.5M
Mfa Wealth Advisors, LLC 1.75% Reduce -11.6% 13,507 $7.5M
Pasadena Private Wealth, LLC 1.28% Add +90.6% 13,507 $7.5M
Baker Tilly Wealth Management, LLC 2.66% Add +2.4% 13,505 $7.4M
Lazard Asset Management LLC 0.01% Reduce -0.1% 13,383 $7.4M
Corsair Capital Management, L.P. 1.41% Reduce -48.1% 13,342 $7.4M
Comprehensive Financial Consultants Institutional, Inc. 2.42% Add +11.2% 13,336 $7.4M
Principle Wealth Partners LLC 0.46% Add +0.4% 13,238 $7.3M
Roger Wittlin Investment Advisory, LLC 4.07% Add +0.2% 13,222 $7.3M
JTC Employer Solutions Trustee Ltd 0.70% Reduce -14.2% 13,219 $7.3M
Vienna Asset Management LLC 5.01% Reduce -33.4% 13,191 $7.3M
MPWM Advisory Solutions, LLC 4.59% Add +6.7% 13,146 $7.3M
Krilogy Financial LLC 0.41% New 13,109 $7.2M
Cordgrass Capital Advisors, LLC 1.95% Add +4.1% 13,084 $7.2M
Vicus Capital 0.60% Reduce -58.7% 13,069 $7.2M
Marshall Financial Group, LLC 1.41% Reduce -53.8% 13,058 $7.2M
Ibex Wealth Advisors 0.77% Add +1.0% 13,041 $7.2M
Lowery Thomas, LLC 4.59% Reduce -1.6% 12,987 $7.2M
Morangie Management LLC 6.21% Reduce -0.1% 12,969 $7.2M
Cadinha & Co. LLC 1.18% Add +391.2% 12,885 $7.1M
Councilor Wealth, LLC 3.32% Reduce -3.9% 12,880 $7.1M
Cordatus Wealth Management LLC 1.75% New 12,861 $7.1M
Strategy Asset Managers LLC 1.32% Add +4.6% 12,861 $7.1M
Cherrydale Wealth Management, LLC 2.47% Reduce -8.4% 12,856 $7.1M
Family Manage LLC 1.08% Add +238.8% 12,837 $7.1M
Runnymede Capital Advisors, Inc. 6.52% Reduce -1.3% 12,829 $7.1M
BTC Capital Management, Inc. 0.58% No change 12,800 $7.1M
Fidelis Capital Partners, LLC 0.64% Add +9.8% 12,441 $7.1M
Twin Focus Capital Partners, LLC 0.99% Add +7.8% 12,783 $7.1M
Yukon Wealth Management, Inc. 2.52% Add +3.4% 12,770 $7.0M
Strategic Advisors LLC 1.38% Add +3.6% 12,747 $7.0M
Hickory Asset Management, Inc. 5.80% Reduce -1.7% 12,719 $7.0M
Apriem Advisors 0.75% Add +0.7% 12,703 $7.0M
BLKBRD Asset Management, LP 3.95% New 12,693 $7.0M
Sims Investment Management, LLC 2.82% Reduce -1.9% 12,692 $7.0M
Oxinas Partners, LLC 3.59% Add +20.6% 12,664 $7.0M
Ascension Capital Advisors, Inc. 2.92% Reduce -25.0% 12,656 $7.0M
LexAurum Advisors, LLC 1.11% Add +12.8% 12,623 $7.0M
IMG Wealth Management, Inc. 5.39% Add +3.3% 12,607 $7.0M
Southland Equity Partners LLC 1.52% Add +9.5% 12,598 $6.9M
M1 Capital Management LLC 3.50% Add +235.5% 12,583 $6.9M
Richard W. Paul & Associates, LLC 2.51% Reduce -21.0% 12,580 $6.9M
Fischer Investment Strategies, LLC 4.64% Reduce -5.9% 12,525 $6.9M
JMG Financial Group, Ltd. 0.21% Add +49.6% 12,522 $6.9M
Burke & Herbert Bank & Trust Co. 1.55% Add +8.9% 12,521 $6.9M
Sage Capital Management, LLC 3.31% Add +2.8% 12,483 $6.9M
Milestone Asset Management Group, LLC 5.09% Add +4.3% 12,461 $6.9M
Narwhal Capital Management 0.55% Add +1.8% 12,446 $6.9M
Menora Mivtachim Holdings LTD. 0.04% Reduce -0.5% 12,433 $6.9M
Leslie Global Wealth, LLC 3.66% Reduce -16.3% 12,426 $6.9M
Triumph Capital Management 2.06% Add +59.8% 12,419 $6.9M
Shepherd Financial Partners LLC 0.72% Reduce -3.6% 12,416 $6.8M
Perbak Capital Partners LLP 1.55% New 12,400 $6.8M
Cubist Systematic Strategies, LLC 0.07% New 12,347 $6.8M
JPL Wealth Management, LLC 1.84% Add +3.5% 12,340 $6.8M
Maxi Investments CY Ltd 1.13% Reduce -86.9% 12,300 $6.8M
First International Bank of Israel Ltd. 3.99% — 12,293 $6.8M
Estate Counselors, LLC 0.67% Add +699.2% 12,268 $6.8M
Greenhouse Wealth Management, LLC 4.35% Add +18.6% 12,265 $6.8M
White Pine Investment CO 1.69% Reduce -0.0% 12,238 $6.8M
Rovin Capital /Ut/ 2.04% Reduce -1.1% 12,184 $6.7M
Watts Gwilliam & Co., LLC 1.10% Reduce -4.5% 11,285 $6.7M
Retirement Planning Co of New England, Inc. 2.99% New 12,157 $6.7M
Insight Advisors, LLC/ PA 1.08% Reduce -0.4% 12,141 $6.7M
Bay Rivers Group 3.06% Add +1.6% 12,134 $6.7M
AmeriServ Wealth Advisors 3.30% New 12,120 $6.7M
Blue Oak Capital, LLC 3.51% Reduce -0.1% 12,099 $6.7M
Midwest Trust Co 0.09% — 12,095 $6.7M
Duncan Williams Asset Management, LLC 2.10% Add +2.3% 12,048 $6.6M
Elevation Point Wealth Partners, LLC 0.52% Add +17.5% 12,045 $6.6M
Wealth Advisory Solutions, LLC 1.68% Reduce -2.3% 12,021 $6.6M
Atalanta Sosnoff Capital, LLC 0.13% Add +4.9% 11,994 $6.6M
Fayez Sarofim & Co 0.02% Reduce -0.3% 11,990 $6.6M
BlueChip Wealth Advisors LLC 2.72% Reduce -2.2% 11,981 $6.6M
Stock Yards Bank & Trust Co. 0.22% Add +0.3% 11,947 $6.6M
Sage Mountain Advisors LLC 0.43% Reduce -17.1% 11,943 $6.6M
Global Wealth Management, LLC 3.61% Reduce -3.7% 11,820 $6.6M
Drucker Wealth 3.0, LLC 1.26% Add +986.4% 11,766 $6.5M
Ascentis Independent Advisors 1.21% Add +26.9% 11,848 $6.5M
Fortem Financial Group, LLC 2.11% Add +3.1% 11,848 $6.5M
BLB&B Advisors, LLC 0.31% Reduce -6.0% 11,841 $6.5M
Point72 Hong Kong Ltd 0.45% Add +18.2% 11,819 $6.5M
Farmers Trust Co. 1.22% Add +3.5% 11,797 $6.5M
First National Bank of Omaha 0.42% Reduce -2.6% 11,797 $6.5M
Cheviot Value Management, LLC 0.75% Add +1.6% 11,319 $6.5M
EdgeRock Capital LLC 2.05% Add +2.4% 11,772 $6.5M
Prospect Financial Services LLC 4.05% Add +9.2% 11,765 $6.5M
National Wealth Management Group, LLC 3.63% Reduce -1.3% 11,738 $6.5M
Afg Fiduciary Services Limited Partnership 4.17% Reduce -23.1% 11,826 $6.5M
Q3 Asset Management 2.28% New 11,700 $6.5M
Trustmark Bank Trust Department 0.45% Reduce -8.0% 11,687 $6.4M
Fiduciary Financial Group, LLC 1.16% Add +3.5% 11,778 $6.4M
Ackerman Asset Management, LLC 5.16% Add +1.1% 11,667 $6.4M
Pinnacle Wealth Management Group, Inc. 3.67% New 11,613 $6.4M
Safe Harbor Fiduciary, LLC 5.99% Add +9.5% 11,587 $6.4M
Octavia Wealth Advisors, LLC 0.73% Reduce -1.5% 11,575 $6.4M
DRW Securities, LLC 0.45% New 11,545 $6.4M
Aurora Investment Managers, LLC. 3.82% Reduce -0.0% 11,459 $6.3M
Modus Advisors, LLC 1.88% Reduce -0.9% 11,444 $6.3M
TFR Capital, LLC. 2.29% Add +1.5% 11,444 $6.3M
Mission Creek Capital Partners, Inc. 1.40% Reduce -1.7% 11,426 $6.3M
Grassi Investment Management 0.50% Add +0.7% 11,346 $6.3M
Cottage Street Advisors LLC 3.25% Reduce -41.2% 11,325 $6.2M
XML Financial, LLC 0.54% Add +22.9% 11,307 $6.2M
WBH Advisory Inc. 0.53% Reduce -5.2% 11,284 $6.2M
Harvest Investment Services, LLC 1.39% Add +7.8% 11,259 $6.2M
Williams Jones Wealth Management, LLC. 0.07% Reduce -4.2% 11,235 $6.2M
LongView Wealth Management 1.88% Add +4.1% 11,231 $6.2M
RMR Wealth Builders 0.56% Add +3.3% 11,217 $6.2M
Palumbo Wealth Management LLC 1.92% Add +3.2% 11,213 $6.2M
Sightline Wealth Advisors, LLC 2.98% Reduce -0.0% 11,186 $6.2M
Trust Co. of Vermont 0.29% Reduce -5.2% 11,122 $6.1M
Ameliora Wealth Management Ltd. 2.19% Reduce -1.0% 11,114 $6.1M
FourThought Financial Partners, LLC 0.60% Reduce -0.9% 11,099 $6.1M
Trust Co. of Toledo NA 0.67% Reduce -15.2% 11,075 $6.1M
Channel Wealth LLC 1.72% Add +0.2% 11,028 $6.1M
Ridgeline Wealth Planning, LLC 4.99% Add +13.6% 10,998 $6.1M
Bernardo Wealth Planning LLC 1.32% Reduce -58.8% 10,995 $6.1M
Financial Partners Group, Inc 0.84% Add +0.1% 10,985 $6.1M
Dohj, LLC 1.76% Reduce -42.2% 13,321 $6.1M
Wealth Watch Advisors, INC 3.50% Add +11.6% 10,975 $6.1M
Flaharty Asset Management, LLC 0.83% Reduce -4.7% 10,972 $6.1M
Vigilare Wealth Management 2.26% Reduce -25.9% 10,949 $6.0M
Valmark Advisers, Inc. 0.08% Add +0.0% 10,936 $6.0M
Partners Capital Investment Group, LLP 0.24% Reduce -45.8% 10,922 $6.0M
Matauro, LLC 1.13% Add +6.2% 10,905 $6.0M
Visionary Wealth Advisors 0.31% Add +10.0% 10,904 $6.0M
Keel Point, LLC 0.40% Reduce -11.1% 10,897 $6.0M
Enzi Wealth 2.20% Reduce -0.8% 10,827 $6.0M
McGuire Investment Group, LLC 0.76% Add +0.3% 10,846 $6.0M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 19.28% Add +595.0% 10,779 $6.0M
Spirepoint Private Client, LLC 0.67% Add +5.1% 10,770 $5.9M
Decker Retirement Planning Inc. 3.44% Add +358666.7% 10,763 $5.9M
Busey Bank 0.18% Add +2.6% 10,744 $5.9M
Private Client Services, LLC 2.31% Add +28.7% 10,737 $5.9M
Tandem Financial, LLC 5.56% Add +30.2% 10,712 $5.9M
McKinley Carter Wealth Services, Inc. 0.33% Add +12.7% 10,708 $5.9M
New Wave Wealth Advisors LLC 2.51% Add +11.8% 10,705 $5.9M
Balboa Wealth Partners 1.19% Add +33.0% 10,689 $5.9M
Sfmg, LLC 0.44% Reduce -2.1% 10,675 $5.9M
Beam Wealth Advisors, Inc. 1.75% New 10,671 $5.9M
Crews Bank & Trust 0.93% Reduce -0.3% 10,669 $5.9M
HCR Wealth Advisors 0.69% Reduce -0.8% 10,661 $5.9M
Ulland Investment Advisors, LLC 4.82% Reduce -19.2% 10,661 $5.9M
Foresight Capital Management Advisors, Inc. 3.42% Add +0.9% 10,634 $5.9M
Vident Advisory, LLC 0.07% Add +215.2% 10,614 $5.9M
Avantax Planning Partners, Inc. 0.19% Add +3.3% 10,607 $5.9M
Blue Trust, Inc. 0.07% Reduce -3.4% 10,600 $5.8M
DBK Financial Counsel, LLC 5.26% No change 10,551 $5.8M
Hill Island Financial LLC 1.62% Reduce -0.7% 10,500 $5.8M
Ledgewood Wealth Advisors, LLC 3.64% Reduce -2.8% 10,480 $5.8M
Vance Wealth, LLC 1.94% Reduce -0.4% 10,427 $5.8M
CPC Advisors, LLC 0.72% Add +0.4% 10,409 $5.7M
Prosperity Consulting Group, LLC 0.42% Reduce -11.6% 10,385 $5.7M
City Holding Co. 0.75% Add +13.4% 10,351 $5.7M
Ategra Capital Management, LLC 4.53% Add +60.6% 10,339 $5.7M
Capital Squared Financial LLC 6.65% — 10,333 $5.7M
Cyr Financial Inc. 4.39% Reduce -7.5% 10,313 $5.7M
Baring Financial LLC 4.25% Reduce -1.2% 10,308 $5.7M
Arthur M. Cohen & Associates, LLC 1.00% Add +0.0% 10,297 $5.7M
Aurora Private Wealth, Inc. 4.20% Reduce -6.7% 10,296 $5.7M
Winch Advisory Services, LLC 1.38% Add +3.6% 10,269 $5.7M
Evercore Wealth Management, LLC 0.09% Reduce -7.3% 10,237 $5.6M
SkyOak Wealth, LLC 1.13% Add +6.2% 10,212 $5.6M
Catalyst Capital Advisors LLC 0.11% Add +52.3% 10,180 $5.6M
QRG Capital Management, Inc. 0.05% Reduce -20.2% 10,143 $5.6M
Omnia Family Wealth, LLC 2.03% Reduce -9.7% 10,132 $5.6M
Fluent Financial, LLC 2.30% Reduce -54.0% 10,117 $5.6M
Uptick Partners, LLC 1.60% Add +34.1% 10,102 $5.6M
Fulton Breakefield Broenniman LLC 0.38% Add +1.7% 10,099 $5.6M
Lionsbridge Wealth Management LLC 5.54% New 10,095 $5.6M
West Financial Advisors, LLC 0.97% Reduce -0.3% 10,094 $5.6M
Objective Capital Management, LLC 6.23% Add +10.0% 10,058 $5.5M
Monument Capital Management 1.44% Reduce -2.9% 10,053 $5.5M
Forvis Mazars Wealth Advisors, LLC 0.12% Reduce -1.9% 10,041 $5.5M
Arrowroot Family Office, LLC 2.48% — 10,037 $5.5M
Accel Wealth Management 1.85% Add +4.0% 10,027 $5.5M
Evelyn Partners Investment Management Services Ltd 0.83% No change 10,000 $5.5M
Provenance Wealth Advisors, LLC 0.79% Reduce -14.1% 9,998 $5.5M
Oakwell Private Wealth Management, LLC 1.27% Add +4.2% 9,995 $5.5M
Post Resch Tallon Group Inc. 5.32% Reduce -0.3% 9,961 $5.5M
LMCG Investments, LLC 0.34% Reduce -4.2% 9,950 $5.5M
Zhang Financial LLC 0.25% Add +24.0% 9,919 $5.5M
Riverstone Advisors, LLC 2.95% Reduce -3.1% 9,900 $5.5M
Maxele Advisors, LLC 4.76% Reduce -1.3% 9,898 $5.5M
Cornerstone Advisory, LLC 0.58% Add +0.9% 9,803 $5.4M
Metropolitan Life Insurance Co 1.62% Reduce -7.5% 9,800 $5.4M
Atticus Wealth Management, LLC 1.46% Add +8.5% 9,793 $5.4M
DeDora Capital, Inc. 1.41% Add +0.1% 9,782 $5.4M
Integrated Investment Consultants, LLC 1.06% Add +14.3% 9,772 $5.4M
Victrix Investment Advisors 2.38% Add +5.7% 9,738 $5.4M
High Note Wealth, LLC 1.23% Reduce -43.4% 9,734 $5.4M
Joseph P. Lucia & Associates, LLC 2.19% Reduce -4.1% 9,722 $5.4M
Cornell Pochily Investment Advisors, Inc. 1.75% Add +2.6% 9,702 $5.4M
Fortitude Family Office, LLC 1.77% No change 9,698 $5.3M
BKM Wealth Management, LLC 2.08% Reduce -3.6% 9,675 $5.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.93% Add +2.3% 9,382 $5.3M
Signal Advisors Wealth, LLC 0.42% Add +4.9% 9,646 $5.3M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.74% No change 9,617 $5.3M
Amtrust Financial Services, Inc. 1.90% New 9,600 $5.3M
Central Pacific Bank - Trust Division 0.70% Reduce -0.9% 9,595 $5.3M
Two Sigma Securities, LLC 0.65% Reduce -49.8% 9,558 $5.3M
Valued Retirements, Inc. 5.94% Reduce -0.3% 9,540 $5.3M
Fullerton Fund Management Co Ltd. 0.21% New 9,539 $5.3M
Ramiah Investment Group 5.66% Add +33.3% 9,538 $5.3M
Zuckerman Investment Group, LLC 0.51% Reduce -9.3% 9,529 $5.3M
Grey Ledge Advisors, LLC 1.29% Reduce -5.9% 9,524 $5.3M
1248 Management, LLC 1.93% No change 9,485 $5.2M
Consolidated Portfolio Review Corp 0.72% Add +43.1% 9,485 $5.2M
Avaii Wealth Management, LLC 2.32% Reduce -0.4% 9,464 $5.2M
Independent Advisor Alliance 0.15% Reduce -1.8% 9,464 $5.2M
Brueske Advisory Services, LLC 3.54% Reduce -2.3% 9,443 $5.2M
Retirement Guys Formula LLC 1.98% Add +13.1% 9,433 $5.2M
Hancock Whitney Corp. 0.10% Add +2.8% 9,413 $5.2M
Sound Income Strategies, LLC 0.30% Reduce -28.4% 9,411 $5.2M
CCG Wealth Management, LLC 2.73% Add +0.1% 9,392 $5.2M
Gradient Investments LLC 0.09% Add +329.4% 9,391 $5.2M
Shelton Capital Management 0.12% Reduce -1.2% 9,374 $5.2M
Mill Creek Capital Advisors, LLC 0.11% No change 9,358 $5.2M
Quad-Cities Investment Group, LLC 2.35% Add +9.4% 9,353 $5.2M
Quartz Partners, LLC 2.35% Reduce -7.2% 9,317 $5.1M
Sapient Capital LLC 0.09% Add +27.6% 9,280 $5.1M
Searle & Co. 1.45% Add +0.9% 9,289 $5.1M
Key Client Fiduciary Advisors, LLC 2.10% Add +3.6% 9,282 $5.1M
Canal Capital Management, LLC 0.80% Reduce -52.1% 9,246 $5.1M
PFC Capital Group, Inc. 2.36% Reduce -3.4% 9,239 $5.1M
Waterloo Capital, L.P. 0.41% Reduce -4.6% 9,217 $5.1M
Clear Point Advisors Inc. 4.28% Add +0.5% 9,208 $5.1M
L.M. Kohn & Company 1.37% Reduce -7.8% 9,194 $5.1M
Robbins Farley 2.36% Reduce -1.0% 9,176 $5.1M
JBR Co Financial Management Inc 2.49% Add +0.0% 9,161 $5.1M
White Lighthouse Investment Management Inc. 0.82% Reduce -1.2% 9,140 $5.0M
Calamos Wealth Management LLC 0.22% Add +12.4% 9,134 $5.0M
SVB Wealth LLC 0.27% Reduce -55.2% 9,127 $5.0M
Patriot Investment Management Group, Inc. 0.35% Add +2.5% 9,097 $5.0M
Wbi Investments, LLC 1.30% Reduce -47.5% 9,086 $5.0M
Members Advisory Group LLC 1.88% Add +4.6% 9,048 $5.0M
1 North Wealth Services LLC 1.98% Reduce -17.1% 9,065 $5.0M
GFG Capital, LLC 1.49% Reduce -5.6% 9,065 $5.0M
Guardian Wealth Advisors, LLC / NC 0.35% Add +8.9% 9,050 $5.0M
Tyler-Stone Wealth Management 0.80% Reduce -8.5% 8,998 $5.0M
Schmidt P J Investment Management Inc. 0.86% No change 8,994 $5.0M
Polymer Capital Management (HK) LTD 0.77% Add +28.7% 8,967 $4.9M
Visionary Horizons, LLC 3.12% Reduce -11.9% 8,938 $4.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.68% Reduce -0.2% 8,938 $4.9M
JFS Wealth Advisors, LLC 0.31% Add +0.5% 8,936 $4.9M
Lanark Financial, Inc. 0.40% Add +5.5% 8,935 $4.9M
Plancorp, LLC 0.17% Reduce -3.8% 8,899 $4.9M
Founders Financial Alliance, LLC 1.12% Reduce -0.9% 8,891 $4.9M
Greykasell Wealth Strategies, Inc. 2.35% Add +14.2% 8,886 $4.9M
Royal Capital Wealth Management, LLC 3.26% Reduce -0.3% 8,883 $4.9M
Cohen Capital Management, Inc. 0.79% Reduce -4.6% 8,853 $4.9M
Tru Independence Asset Management 2, LLC 3.34% Add +4.7% 8,832 $4.9M
Tradewinds, LLC. 3.69% New 8,815 $4.9M
Merkkuri Wealth Advisors LLC 3.69% Add +0.1% 8,815 $4.9M
Marino, Stram & Associates LLC 0.98% Add +5.6% 8,806 $4.9M
Welch & Forbes LLC 0.06% Add +0.0% 8,794 $4.9M
Capital Analysts, LLC 0.16% Reduce -2.5% 8,784 $4.8M
Plan Group Financial, LLC 1.59% Add +1422.6% 8,770 $4.8M
Vista Investment Partners LLC 1.39% Add +2.1% 8,752 $4.8M
Armstrong Advisory Group, Inc. 0.37% Reduce -1.0% 8,751 $4.8M
Empowered Funds, LLC 0.05% Reduce -69.2% 8,747 $4.8M
Paulson Wealth Management Inc. 1.25% Reduce -12.3% 8,724 $4.8M
Boston Family Office LLC 0.32% Add +0.1% 8,693 $4.8M
Courier Capital LLC 0.29% Reduce -7.7% 8,690 $4.8M
Realta Investment Advisors 1.89% Add +5.0% 8,687 $4.8M
Retirement Solution LLC 1.22% Reduce -0.8% 8,667 $4.8M
Riverbend Wealth Management, LLC 3.61% Add +5.8% 8,650 $4.8M
First Manhattan Co. Llc. 0.01% Add +0.3% 8,633 $4.8M
Covenant Asset Management, LLC 0.98% Add +3.5% 8,618 $4.8M
Fairvoy Private Wealth, LLC 1.18% Add +1.7% 8,579 $4.7M
Family Legacy, Inc. 1.53% Add +1.9% 8,548 $4.7M
Fourth Dimension Wealth, LLC 1.98% Add +14.2% 8,520 $4.7M
Titleist Asset Management, LLC 0.47% Add +0.2% 8,514 $4.7M
Sharper & Granite LLC 1.78% Add +4.4% 8,519 $4.7M
Greenwood Capital Associates LLC 0.58% Reduce -2.4% 8,501 $4.7M
Levin Capital Strategies, L.P. 0.46% Add +10.8% 8,482 $4.7M
Huntleigh Advisors, Inc. 0.90% Add +8.2% 8,478 $4.7M
Goldstein Advisors, LLC 0.63% Reduce -2.4% 8,466 $4.7M
First American Trust, FSB 0.37% Reduce -0.9% 8,458 $4.7M
Linscomb Wealth, Inc. 0.21% Reduce -4.3% 8,427 $4.6M
Fort Point Capital Partners LLC 0.47% Add +36.0% 8,402 $4.6M
Peoples Bank 3.11% Reduce -2.3% 8,401 $4.6M
Westmount Partners, LLC 1.27% Add +1.1% 8,399 $4.6M
Clark Asset Management, LLC 0.63% Add +11.7% 8,384 $4.6M
Secure Asset Management, LLC 0.86% Add +38.5% 8,375 $4.6M
Talon Private Wealth, LLC 0.64% Reduce -8.1% 8,372 $4.6M
TBH Global Asset Management, LLC 0.98% Reduce -17.1% 8,330 $4.6M
Macroview Investment Management LLC 3.76% Add +3.6% 8,307 $4.6M
Ignite Planners, LLC 0.80% Add +2.0% 8,149 $4.6M
Signaturefd, LLC 0.08% Add +23.3% 8,290 $4.6M
Purus Wealth Management, LLC 1.58% Reduce -0.2% 8,267 $4.6M
Twin Peaks Wealth Advisors, LLC 1.47% Reduce -5.4% 7,842 $4.5M
NorthCrest Asset Manangement, LLC 0.12% Reduce -5.3% 8,157 $4.5M
Fifth Third Wealth Advisors LLC 0.19% Add +107.7% 8,221 $4.5M
Morse Asset Management, Inc 1.00% Add +41000.0% 8,220 $4.5M
Saxony Capital Management, LLC 3.47% Add +53.8% 8,209 $4.5M
Summit Investment Advisors, Inc. 3.71% Add +0.6% 8,136 $4.5M
Reyes Financial Architecture, Inc. 3.87% Add +4046.9% 8,128 $4.5M
TFB Advisors LLC 1.17% Add +4.9% 8,124 $4.5M
Journey Strategic Wealth LLC 0.15% Reduce -9.3% 8,111 $4.5M
Taylor & Morgan Wealth Management, LLC 2.99% Add +0.7% 8,032 $4.4M
Morton Capital Management LLC 0.78% Add +53.5% 8,019 $4.4M
BayBridge Capital Group, LLC 2.83% Reduce -0.1% 7,989 $4.4M
Aprio Wealth Management, LLC 0.50% Add +1.7% 7,972 $4.4M
Greenfield Savings Bank 1.99% Add +4.3% 7,968 $4.4M
Camelot Technology Advisors, Inc. 3.80% Reduce -4.8% 7,966 $4.4M
Byrne Financial Freedom, LLC 2.19% Add +5.8% 7,954 $4.4M
Castle Rock Wealth Management, LLC 1.02% Add +32.8% 7,740 $4.4M
Moneco Advisors, LLC 0.41% Reduce -6.4% 7,923 $4.4M
DKM Wealth Management, Inc. 3.74% Reduce -1.5% 7,861 $4.3M
Summit X, LLC 0.81% Add +13.9% 7,847 $4.3M
SageView Advisory Group, LLC 0.16% Reduce -8.3% 7,610 $4.3M
Moore Capital Management, LP 0.09% Reduce -74.8% 7,810 $4.3M
Omega Financial Group, LLC 1.55% Reduce -1.7% 7,802 $4.3M
Rothschild Wealth LLC 1.05% Add +7.1% 7,783 $4.3M
Journey Advisory Group, LLC 0.33% Add +12.5% 7,775 $4.3M
QTR Family Wealth, LLC 2.65% Add +49.3% 7,763 $4.3M
ORBA Wealth Advisors, L.L.C. 3.90% Reduce -47.4% 7,762 $4.3M
Defined Wealth Management, LLC 2.64% Reduce -1.7% 7,746 $4.3M
Centric Wealth Management 1.02% Reduce -2.1% 7,429 $4.3M
GSG Advisors LLC 1.23% Reduce -0.3% 7,699 $4.2M
Advisors Management Group Inc. 0.80% Add +2.1% 7,691 $4.2M
MCF Advisors LLC 0.28% Add +0.7% 7,671 $4.2M
Gries Financial LLC 0.77% Reduce -29.3% 7,664 $4.2M
BCS Wealth Management 0.91% Add +10.5% 7,646 $4.2M
Guidance Capital, Inc. 1.20% Add +8.0% 7,614 $4.2M
Ayalon Insurance Comp Ltd. 1.22% Add +0.2% 7,636 $4.2M
Coastal Bridge Advisors, LLC 0.35% Reduce -1.8% 7,633 $4.2M
Argent Trust Co 0.16% Add +20.9% 7,624 $4.2M
Leelyn Smith, LLC 0.69% Add +4.4% 7,591 $4.2M
Joule Financial, LLC 1.36% Add +0.5% 7,591 $4.2M
Strait & Sound Wealth Management LLC 1.77% Add +3.7% 7,574 $4.2M
BankPlus Trust Department 1.23% Add +22.9% 7,558 $4.2M
Kensington Investment Counsel, LLC 1.78% Add +1.7% 7,531 $4.2M
Elm3 Financial Group, LLC 3.45% Reduce -6.9% 7,531 $4.2M
Montz Harcus Wealth Management LLC 2.00% Add +2.0% 7,518 $4.1M
Three Magnolias Financial Advisors, LLC 2.88% Reduce -3.4% 7,492 $4.1M
BXM Wealth LLC 4.91% Reduce -27.1% 7,587 $4.1M
Lakeshore Financial Planning, Inc. 1.66% Add +4.6% 7,480 $4.1M
Ironwood Financial, llc 0.88% No change 8,795 $4.1M
Warm Springs Advisors Inc. 3.54% Reduce -0.1% 7,476 $4.1M
Lam Group, Inc. 2.76% No change 7,475 $4.1M
Opinicus Capital, Inc. 3.13% Add +4.6% 7,471 $4.1M
Independence Bank of Kentucky 0.58% Add +7.2% 7,462 $4.1M
Montag A & Associates Inc. 0.20% Add +17.5% 7,452 $4.1M
Iron Gate Global Advisors LLC 0.46% Reduce -3.7% 7,447 $4.1M
First National Trust Co 0.15% Reduce -5.3% 7,441 $4.1M
Castle Wealth Management LLC 1.49% Reduce -0.6% 7,411 $4.1M
Gateway Wealth Partners, LLC 0.78% Reduce -7.5% 7,418 $4.1M
Jasper Ridge Partners, L.P. 0.10% Add +75.9% 7,406 $4.1M
Boothbay Fund Management, LLC 0.13% New 7,403 $4.1M
Game Plan Financial Advisors, LLC 1.79% Reduce -0.5% 7,399 $4.1M
Seamount Financial Group Inc. 2.10% Add +12.1% 7,395 $4.1M
Aspen Capital Management, LLC 1.14% No change 7,392 $4.1M
PCG Asset Management, LLC 3.50% New 7,388 $4.1M
Tudor Financial Inc. 2.31% Add +2.3% 7,384 $4.1M
One River Asset Management, LLC 15.92% New 7,428 $4.1M
Becker Capital Management Inc. 0.13% Add +0.2% 7,369 $4.1M
Bernard Wealth Management Corp. 1.87% Reduce -4.4% 7,328 $4.0M
Ewing Morris & Co. Investment Partners Ltd. 1.82% Reduce -29.5% 7,311 $4.0M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.73% Add +21.4% 6,995 $4.0M
Advance Capital Management, Inc. 0.18% Reduce -13.6% 7,259 $4.0M
Highline Wealth Partners LLC 1.19% Reduce -36.5% 7,258 $4.0M
Aspiriant, LLC 0.13% Add +22.5% 7,219 $4.0M
Clayton Financial Group LLC 4.73% Reduce -3.2% 7,205 $4.0M
NCP Inc. 3.74% Reduce -3.7% 7,197 $4.0M
Paladin Advisory Group, LLC 3.03% Add +12.6% 7,196 $4.0M
YHB Investment Advisors, Inc. 0.31% Add +0.0% 7,193 $4.0M
Roman Butler Fullerton & Co. 1.17% Add +74.8% 7,006 $4.0M
Boreal Capital Management LLC 3.80% — 7,178 $4.0M
Mattern Capital Management, LLC 0.48% Add +40.5% 7,177 $4.0M
Finward Bancorp 3.13% Add +6.0% 7,173 $4.0M
Innovative Wealth Building LLC 3.27% Reduce -16.6% 7,157 $3.9M
Clark Financial Services Group Inc. 2.43% Add +1.3% 7,152 $3.9M
Woodmont Investment Counsel LLC 0.26% Add +0.4% 7,146 $3.9M
Bramshill Investments, LLC 0.41% Reduce -11.7% 7,140 $3.9M
National Bank of Canada 0.00% Reduce -96.8% 7,136 $3.9M
Eclectic Associates Inc. 0.85% Reduce -17.3% 7,126 $3.9M
Greystone Financial Group, LLC 0.65% Add +14.2% 7,122 $3.9M
Blue Bell Private Wealth Management, LLC 0.65% Add +0.0% 7,104 $3.9M
QVR LLC 3.95% — 7,100 $3.9M
Zacks Investment Management 0.03% Reduce -26.5% 7,081 $3.9M
Providence First Trust Co 1.38% Add +847.8% 7,080 $3.9M
Marco Investment Management LLC 0.32% Reduce -0.1% 7,058 $3.9M
Affinity Capital Advisors, LLC 0.67% Add +11.1% 7,028 $3.9M
NovaPoint Capital, LLC 1.19% Add +14.7% 7,020 $3.9M
Beaton Management Co. Inc. 1.89% Add +0.5% 7,005 $3.9M
Retirement Investment Advisors, Inc. 0.35% Reduce -0.1% 7,003 $3.9M
Helium Advisors LLC 2.44% Add +21.3% 6,998 $3.9M
Ellerson Group Inc. 2.72% Add +2.3% 6,988 $3.9M
Strategies Wealth Advisors, LLC 0.42% Reduce -0.7% 6,966 $3.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Add +19.9% 6,950 $3.8M
Noked Israel Ltd 0.71% No change 6,940 $3.8M
Silverlake Wealth Management LLC 1.13% Add +5.8% 6,931 $3.8M
Frisch Financial Group, Inc. 0.93% Add +5.8% 6,915 $3.8M
Drexel Morgan & Co. 0.68% No change 6,900 $3.8M
WealthPlan Investment Management, LLC 0.28% Reduce -1.9% 6,881 $3.8M
NorthStar Asset Management LLC 2.00% Add +12.1% 6,869 $3.8M
Capital Group Private Client Services, Inc. 0.03% Add +22.1% 6,867 $3.8M
CWC Advisors, LLC. 1.95% Add +15.6% 6,857 $3.8M
One Wealth Management Investment & Advisory Services, LLC 4.87% Add +91.1% 6,855 $3.8M
Sterling Financial Planning, Inc. 1.26% Add +1.2% 6,843 $3.8M
Rainier Family Wealth Inc. 3.77% Add +23.2% 6,842 $3.8M
Rockport Wealth LLC 0.87% New 6,831 $3.8M
Cyndeo Wealth Partners, LLC 0.22% Add +19.7% 6,819 $3.8M
Kaydan Wealth Management, Inc. 1.23% Add +0.2% 6,801 $3.8M
Home Federal Bank of Tennessee 1.06% Add +5.4% 6,784 $3.7M
Codex Capital Asset Management L.L.C. 1.50% No change 6,780 $3.7M
Yarger Wealth Strategies, LLC 1.95% Add +5.7% 6,776 $3.7M
Nvest Financial, LLC 1.95% Add +4.6% 6,771 $3.7M
Essex Bank 0.89% Reduce -2.9% 6,771 $3.7M
Keebeck Wealth Management 0.49% Reduce -6.4% 6,762 $3.7M
United Capital Management of KS, Inc. 0.58% Reduce -2.5% 6,762 $3.7M
Wisconsin Wealth Advisors, LLC 4.28% Add +21.2% 6,747 $3.7M
Sawgrass Asset Management LLC 0.42% Add +0.4% 6,746 $3.7M
Second Half Financial Partners, LLC 1.75% Add +9.3% 6,721 $3.7M
Alterna Wealth Management, Inc. 2.97% Reduce -8.3% 6,716 $3.7M
Fort Sheridan Advisors LLC 0.53% Add +9.5% 6,693 $3.7M
Root Financial Partners, LLC 0.36% New 6,684 $3.7M
Optimist Retirement Group LLC 1.76% Add +0.0% 6,675 $3.7M
Obsidian Cio, LLC 0.53% Add +5.8% 6,661 $3.7M
Kanawha Capital Management LLC 0.27% Reduce -1.2% 6,653 $3.7M
Quadrature Capital Ltd 0.06% Add +1296.6% 6,634 $3.7M
New England Asset Management Inc. 0.59% No change 6,627 $3.7M
Fortis Capital Management LLC 0.57% New 6,609 $3.6M
Hardy Reed LLC 0.29% No change 6,575 $3.6M
Cadent Capital Advisors, LLC 1.18% New 6,565 $3.6M
Advisors Preferred, LLC 0.60% Reduce -28.6% 6,618 $3.6M
Parkside Financial Bank & Trust 0.39% Reduce -10.9% 6,556 $3.6M
Private Wealth Asset Management, LLC 0.48% Reduce -1.9% 6,554 $3.6M
Harmony Asset Management LLC 1.35% Add +6.3% 6,542 $3.6M
Smith Anglin Financial, LLC 0.33% Reduce -4.4% 6,541 $3.6M
Strategic Family Wealth Counselors, L.L.C. 1.03% Reduce -0.1% 6,533 $3.6M
Cypress Wealth Services, LLC 0.64% Add +23.2% 6,531 $3.6M
Weil Company, Inc. 0.95% New 6,522 $3.6M
River Wealth Advisors LLC 0.45% Add +6.5% 6,507 $3.6M
Kelleher Financial Advisors 1.24% Add +8.5% 6,503 $3.6M
Simon Quick Advisors, LLC 0.18% Add +2.7% 6,499 $3.6M
FSC Wealth Advisors, LLC 2.26% Add +1.5% 6,498 $3.6M
Kingstone Capital Partners Texas, LLC 2.33% Reduce -32.4% 6,482 $3.6M
Blue Investment Partners LLC 1.25% Add +222.2% 6,464 $3.6M
Salem Investment Counselors Inc. 0.11% Add +9.9% 6,448 $3.6M
Florida Trust Wealth Management Co 0.11% Add +10.5% 6,449 $3.6M
Park Capital Management, LLC / WI 3.29% New 6,435 $3.5M
Baker Ellis Asset Management LLC 0.49% Reduce -0.4% 6,430 $3.5M
Hibernia Wealth Partners, LLC 1.29% Add +115.4% 6,403 $3.5M
Howard Capital Management Group, LLC 0.25% No change 6,395 $3.5M
AllGen Financial Advisors, Inc. 0.95% Reduce -57.0% 6,390 $3.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.45% New 6,387 $3.5M
Northwest Financial Advisors 4.91% Reduce -39.6% 6,385 $3.5M
Sonora Investment Management Group, LLC 0.26% Add +5.1% 6,361 $3.5M
Rakuten Securities, Inc. 1.37% Reduce -30.7% 6,324 $3.5M
EWG Elevate Inc. 1.07% Reduce -42.8% 6,316 $3.5M
Bordeaux Wealth Advisors LLC 0.45% Reduce -8.6% 6,314 $3.5M
Marmo Financial Group, LLC 1.73% Add +6.4% 6,308 $3.5M
LBMC Investment Advisors, LLC 0.25% Add +1.9% 6,296 $3.5M
Cora Capital Advisors LLC 1.54% Add +18.7% 6,251 $3.4M
SlateStone Wealth, LLC 0.32% Add +3.3% 6,244 $3.4M
Fortress Financial Group, LLC 2.90% Add +4.6% 6,217 $3.4M
SMART Wealth LLC 1.07% Reduce -15.9% 6,204 $3.4M
Diversified Enterprises, LLC 0.26% Add +5.5% 6,201 $3.4M
Personal Cfo Solutions, LLC 0.63% Add +14.2% 6,197 $3.4M
Astoria Portfolio Advisors LLC. 0.96% Add +17.9% 6,041 $3.4M
N.E.W. Advisory Services LLC 0.33% Reduce -27.5% 6,185 $3.4M
Brandywine Oak Private Wealth LLC 0.32% Add +0.6% 6,179 $3.4M
Peddock Capital Advisors, LLC 0.79% Add +2.3% 6,158 $3.4M
Capital Asset Advisory Services LLC 0.16% Reduce -16.0% 6,202 $3.4M
Apollon Financial, LLC 0.71% Reduce -1.2% 6,143 $3.4M
Hayek Kallen Investment Management 1.15% Add +26.8% 6,134 $3.4M
Annex Advisory Services, LLC 0.08% Add +6.4% 6,110 $3.4M
Altfest L J & Co. Inc. 0.40% Reduce -1.1% 6,107 $3.4M
Avidian Wealth Enterprises, LLC 0.14% Add +16.8% 6,103 $3.4M
Rothschild Investment LLC 0.21% Add +5.8% 6,102 $3.4M
Keystone Financial Services, LLC 2.55% Add +2.1% 6,085 $3.4M
Proactive Wealth Strategies LLC 1.58% Add +24.2% 6,053 $3.3M
Innova Wealth Partners 1.96% Add +240.7% 6,051 $3.3M
Mayflower Financial Advisors, LLC 0.46% Add +17.5% 6,017 $3.3M
Fishman Jay A Ltd. 0.32% Reduce -7.9% 6,015 $3.3M
Graypoint LLC 0.19% Add +132.3% 6,000 $3.3M
Evelyn Partners Investment Management LLP 0.10% No change 5,995 $3.3M
Tobias Financial Advisors, Inc. 0.57% Add +590.2% 5,991 $3.3M
Cascade Financial Partners, LLC 0.40% Reduce -8.8% 5,990 $3.3M
Guggenheim Capital LLC 0.03% Reduce -14.3% 5,985 $3.3M
Unique Wealth Strategies, LLC 1.38% Reduce -1.1% 5,983 $3.3M
Vise Technologies, Inc. 0.14% — 5,981 $3.3M
Hantz Financial Services, Inc. 0.05% Add +27.6% 5,980 $3.3M
Laird Norton Wetherby Wealth Management, LLC 0.15% — 5,979 $3.3M
Kapstone Financial Advisors LLC 1.64% Add +3.9% 5,970 $3.3M
Pacific Sun Financial Corp 1.71% Add +0.8% 5,946 $3.3M
Keudell/Morrison Wealth Management 0.73% Reduce -3.0% 5,943 $3.3M
Bright Financial Advisors, Inc. 1.82% Reduce -0.0% 5,938 $3.3M
Regatta Capital Group, LLC 0.56% Add +234.8% 5,933 $3.3M
Columbia River Financial Group, LLC 2.12% Add +2.2% 5,798 $3.3M
Mitchell McLeod Pugh & Williams Inc. 0.61% Add +0.5% 5,928 $3.3M
Cladis Investment Advisory, LLC 2.05% Add +6.6% 5,926 $3.3M
Independent Wealth Network Inc. 1.19% Add +1.7% 5,914 $3.3M
Manske Wealth Management 1.07% Add +23.1% 5,889 $3.2M
STAR Financial Bank 2.06% Reduce -48.3% 5,885 $3.2M
Tandem Investment Partners LLC 2.83% Reduce -6.2% 5,878 $3.2M
Verdence Capital Advisors LLC 0.22% Reduce -8.1% 5,868 $3.2M
Erste Asset Management GmbH 0.03% Add +41.1% 5,861 $3.2M
State of Wisconsin Investment Board 0.01% Add +24.1% 5,860 $3.2M
Kane Investment Management, Inc. 1.69% Reduce -15.0% 5,850 $3.2M
Pursue Wealth Partners LLC 1.83% Add +8.8% 5,833 $3.2M
HF Advisory Group, LLC 1.27% Reduce -0.2% 5,832 $3.2M
LeClair Wealth Partners LLC 2.18% Reduce -0.8% 5,823 $3.2M
Hilltop National Bank 0.83% — 5,784 $3.2M
Toth Financial Advisory Corp. 0.37% Reduce -10.9% 5,776 $3.2M
SoundView Advisors Inc. 1.17% Add +8.8% 5,767 $3.2M
Aviance Capital Partners, LLC 0.42% No change 5,759 $3.2M
Investmark Advisory Group LLC 1.49% Add +0.2% 5,749 $3.2M
Tanglewood Legacy Advisors, LLC 1.30% No change 5,731 $3.2M
Investment Advisory Group, LLC 0.96% Add +0.3% 5,726 $3.2M
Midwest Professional Planners, LTD. 0.83% Add +6.9% 5,720 $3.2M
Prairie Sky Financial Group LLC 1.73% Add +9.6% 5,711 $3.2M
WFA Asset Management Corp 1.78% Add +43.2% 6,555 $3.1M
LOM Asset Management Ltd 1.06% — 5,679 $3.1M
First Citizens Bank & Trust Co. 0.06% Reduce -2.5% 5,666 $3.1M
Russell Investments Group, Ltd. 0.00% Add +37.9% 5,644 $3.1M
FSM Wealth Advisors, LLC 0.51% Add +4.3% 5,632 $3.1M
Denver Wealth Management, Inc. 1.28% Reduce -4.8% 5,627 $3.1M
Foguth Wealth Management, LLC. 0.66% Reduce -15.3% 5,617 $3.1M
Harbor Investment Advisory, LLC 0.28% Reduce -18.2% 5,612 $3.1M
Advisor OS, LLC 0.30% Reduce -23.3% 5,577 $3.1M
Compass Financial Group, INC 0.50% Reduce -0.1% 5,571 $3.1M
Higgins & Schmidt Wealth Strategies LLC 1.70% Reduce -3.2% 5,570 $3.1M
Raab & Moskowitz Asset Management LLC 0.73% Reduce -0.1% 5,563 $3.1M
Trust Co 0.35% Add +18.7% 5,563 $3.1M
Ameriflex Group, Inc. 1.61% Reduce -9.3% 5,608 $3.1M
Private Wealth Group, LLC 1.62% New 5,536 $3.1M
Sequent Planning LLC 0.97% Add +2.1% 5,533 $3.1M
Bulltick Wealth Management, LLC 0.75% Add +1.3% 5,527 $3.1M
Wagner Wealth Management, LLC 0.70% Reduce -6.9% 5,528 $3.0M
Panoramic Investment Advisors, LLC 1.87% Reduce -0.3% 5,523 $3.0M
WealthTrust Asset Management, LLC 2.27% Reduce -5.2% 5,509 $3.0M
Financial Management Network Inc. 0.54% Add +4.8% 5,454 $3.0M
Kesler, Norman & Wride, LLC 0.54% Reduce -0.0% 5,475 $3.0M
Alpha Financial Partners LLC 2.17% Reduce -18.5% 5,469 $3.0M
Manchester Capital Management LLC 0.40% Add +0.9% 5,468 $3.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 5,465 $3.0M
OxenFree Capital LLC 1.85% Reduce -0.1% 5,459 $3.0M
Fulton Bank, N.A. 0.11% Add +11.4% 5,452 $3.0M
Naples Global Advisors, LLC 0.26% Add +38.9% 5,421 $3.0M
Bluespring Wealth Management, LLC 0.28% Reduce -0.5% 5,390 $3.0M
FC Advisory LLC 0.92% Add +0.1% 5,378 $3.0M
Wick Capital Partners, LLC 0.77% Add +237.2% 8,432 $3.0M
Dopkins Wealth Management, LLC 1.33% Reduce -0.0% 5,357 $3.0M
Carl P. Sherr & Co., LLC 1.49% Add +3.9% 5,349 $3.0M
Westwood Wealth Management 0.99% Add +5.1% 5,340 $2.9M
First Interstate Bank 0.17% Add +2.5% 5,339 $2.9M
Buck Wealth Strategies, LLC 0.45% Add +44.4% 5,338 $2.9M
Tritonpoint Wealth, LLC 0.27% Reduce -0.9% 5,330 $2.9M
Barnes Wealth Management Group, Inc 1.74% Reduce -1.0% 5,333 $2.9M
Fairscale Capital, LLC 2.13% Add +14.1% 5,191 $2.9M
Red Crane Wealth Management, LLC 2.67% Add +8.3% 5,316 $2.9M
KKM Financial LLC 1.02% Reduce -0.1% 5,309 $2.9M
Valley National Advisers Inc. 0.48% Add +2.2% 5,292 $2.9M
Westfuller Advisors, LLC 1.66% Reduce -1.0% 5,282 $2.9M
Saxon Interests, Inc. 1.36% No change 6,193 $2.9M
CWA Asset Management Group, LLC 0.12% Reduce -30.8% 5,233 $2.9M
Waters Parkerson & Co., LLC 0.14% Reduce -0.9% 5,228 $2.9M
Townsquare Capital LLC 0.28% Reduce -91.1% 5,213 $2.9M
BLVD Private Wealth, LLC 2.69% — 5,182 $2.9M
Black Diamond Financial, LLC 0.44% Reduce -0.7% 5,178 $2.9M
Capital Wealth Alliance, LLC 1.54% Reduce -3.4% 5,177 $2.9M
Benedict Financial Advisors Inc. 0.65% Add +2.2% 5,173 $2.9M
Stephens Consulting, LLC 0.68% Reduce -1.3% 5,173 $2.9M
Cahill Financial Advisors Inc. 0.35% Add +1.0% 5,171 $2.9M
Smith Thornton Advisors LLC 1.64% Add +2.3% 5,165 $2.8M
Fiduciary Trust Co 0.04% Reduce -0.2% 5,157 $2.8M
Capital Planning Advisors, LLC 0.42% No change 5,140 $2.8M
Lauterbach Financial Advisors, LLC 1.56% Add +0.6% 5,138 $2.8M
Madison Park Capital Advisors, LLC 2.37% Reduce -6.5% 5,109 $2.8M
Compass Financial Services Inc 1.36% Add +1.8% 5,091 $2.8M
Christensen, King & Associates Investment Services, Inc. 1.28% Reduce -2.7% 5,072 $2.8M
King Luther Capital Management Corp. 0.01% Reduce -3.0% 5,070 $2.8M
Adamsbrown Wealth Consultants LLC 0.81% Add +6.1% 5,053 $2.8M
GGM Financial LLC 1.61% Reduce -24.2% 5,041 $2.8M
Semus Wealth Partners LLC 1.80% Reduce -0.6% 5,040 $2.8M
Nomura Asset Management Co. Ltd. 0.01% Reduce -17.9% 5,035 $2.8M
Lavaca Capital LLC 1.13% Reduce -17.7% 5,000 $2.8M
1ST Source Bank 0.15% Add +3.6% 4,995 $2.8M
LWM Advisory Services, LLC 1.90% Reduce -11.3% 4,987 $2.8M
Kraft, Davis & Associates, LLC 0.75% Add +2.9% 4,832 $2.7M
Forum Financial Management, LP 0.04% Add +3.4% 4,970 $2.7M
FWL Investment Management, LLC 0.84% Reduce -46.8% 4,964 $2.7M
Lyell Wealth Management, LP 0.22% Add +10.4% 4,956 $2.7M
Sierra Summit Advisors LLC 0.49% Reduce -11.6% 4,952 $2.7M
Eaton Financial Holdings Company, LLC 0.84% Reduce -56.5% 4,942 $2.7M
Floyd Financial Group LLC 2.51% New 4,890 $2.7M
Allie Family Office LLC 1.35% Reduce -1.4% 4,922 $2.7M
Bank of Marin 2.05% Reduce -3.8% 4,927 $2.7M
Benchmark Financial Wealth Advisors, LLC 0.90% Add +200.6% 4,926 $2.7M
SP Asset Management LLC 0.22% Reduce -11.0% 4,924 $2.7M
Koss-Olinger Consulting, LLC 0.22% Reduce -15.3% 4,901 $2.7M
Strategic Financial Concepts, LLC 0.38% Reduce -64.9% 4,893 $2.7M
Prospera Capital Management, LLC 1.49% Add +11.4% 4,884 $2.7M
NWK Group, Inc. 0.94% Reduce -0.5% 4,876 $2.7M
TCI Wealth Advisors, Inc. 0.18% Reduce -3.2% 4,868 $2.7M
Oxford Financial Group, LTD. LLC 0.16% Reduce -14.3% 4,860 $2.7M
Massachusetts Wealth Management 1.51% New 4,856 $2.7M
Mirador Capital Partners LP 0.43% Add +2.6% 4,852 $2.7M
Venturi Wealth Management, LLC 0.13% Add +6.9% 4,852 $2.7M
Symphony Financial Services, Inc. 1.60% Add +0.3% 4,840 $2.7M
Welch Group, LLC 0.11% Add +29.8% 4,839 $2.7M
LongView Asset Management LLC 2.01% Add +0.3% 4,825 $2.7M
One Day In July LLC 0.24% Add +0.3% 4,824 $2.7M
Opulen Financial Group LLC 2.18% Add +2.8% 4,821 $2.7M
Optima Capital LLC 1.42% Add +23.4% 4,797 $2.6M
Michels Family Financial, LLC 2.25% Add +1.8% 4,795 $2.6M
Total Clarity Wealth Management, Inc. 0.76% Add +2.6% 4,786 $2.6M
Tidemark, LLC 0.85% Reduce -1.9% 4,769 $2.6M
LaSalle St. Investment Advisors, LLC 0.72% Reduce -2.3% 4,763 $2.6M
Global Wealth Strategies & Associates 0.75% Reduce -3.1% 4,750 $2.6M
Yelin Lapidot Holdings Management Ltd. 0.48% No change 4,738 $2.6M
Physician Wealth Advisors, Inc. 0.41% Add +1.0% 4,737 $2.6M
Glassman Wealth Services 0.40% No change 4,728 $2.6M
Farrow Financial, Inc. 1.57% New 4,705 $2.6M
Edge Financial Advisors LLC 1.37% Reduce -5.3% 4,703 $2.6M
Burney Co./ 0.09% Add +7.8% 4,693 $2.6M
Capital Planning LLC 0.81% Add +29.8% 4,687 $2.6M
Delta Investment Management, LLC 0.49% Reduce -6.8% 4,665 $2.6M
Performance Wealth Partners, LLC 0.08% Add +73.7% 4,662 $2.6M
JFG Wealth Management, LLC 0.53% Add +15.1% 4,632 $2.6M
Asset Dedication, LLC 0.19% Reduce -9.1% 4,625 $2.6M
Cornerstone Wealth Group, LLC 0.19% Add +17.3% 4,609 $2.5M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -7.6% 4,603 $2.5M
Invst, LLC 0.32% Reduce -88.3% 4,606 $2.5M
Cadence Bank 0.17% Reduce -6.3% 4,586 $2.5M
Glenview Trust Co 0.04% Add +7.5% 4,577 $2.5M
Brookwood Investment Group LLC 0.41% Reduce -9.4% 4,575 $2.5M
Moss Adams Wealth Advisors LLC 0.23% Add +3.2% 4,564 $2.5M
United Advisor Group, LLC 0.44% Reduce -11.7% 4,568 $2.5M
Kentucky Trust Co 1.44% Reduce -3.1% 4,568 $2.5M
Victory Financial Group, LLC 0.40% Reduce -0.9% 4,567 $2.5M
Interval Partners, LP 0.06% New 4,551 $2.5M
Smith Salley Wealth Management 0.14% Add +38.6% 4,533 $2.5M
Kaizen Financial Strategies 1.27% Reduce -1.6% 4,528 $2.5M
Litman Gregory Wealth Management LLC 0.20% Add +0.1% 4,521 $2.5M
Revolve Wealth Partners, LLC 0.33% Reduce -10.6% 4,520 $2.5M
Walker Financial Services, Inc. 1.13% Add +4.0% 4,517 $2.5M
WoodTrust Financial Corp 0.32% Add +1.1% 4,512 $2.5M
Samalin Investment Counsel, LLC 0.96% Reduce -8.7% 4,496 $2.5M
Advanced Asset Management Advisors Inc 0.67% Add +3.0% 4,493 $2.5M
McDonald Partners LLC 0.60% Add +1.8% 4,487 $2.5M
Compass Capital Corp. /Ma/ 1.16% No change 4,652 $2.5M
Cloud Capital Management, LLC 1.52% Reduce -16.8% 4,325 $2.4M
First Citizens Financial Corp 1.34% No change 4,416 $2.4M
MSH Capital Advisors LLC 0.70% Add +1.1% 4,415 $2.4M
Campbell Capital Management Inc. 0.95% New 4,414 $2.4M
Dash Acquisitions Inc. 0.52% No change 4,314 $2.4M
Stonebridge Financial Group, LLC 0.24% Add +2.6% 4,403 $2.4M
Eagle Strategies LLC 0.37% Add +3.0% 4,394 $2.4M
Mainsail Financial Group, LLC 1.13% Add +0.5% 4,346 $2.4M
Pathway Financial Advisors LLC 0.35% No change 4,385 $2.4M
Midwestern Financial, LLC 2.27% — 4,385 $2.4M
Hummer Financial Advisory Services Inc 1.81% No change 4,366 $2.4M
Chapin Davis, Inc. 0.67% Reduce -0.8% 4,365 $2.4M
Patten & Patten Inc. 0.16% Add +8.4% 4,350 $2.4M
SeaBridge Investment Advisors LLC 0.45% Reduce -30.9% 4,345 $2.4M
Ridgecrest Wealth Partners, LLC 1.26% Add +1.6% 4,333 $2.4M
North Capital, Inc. 2.06% Reduce -1.1% 4,332 $2.4M
Meridian Investment Counsel Inc. 0.65% No change 4,323 $2.4M
Heritage Investors Management Corp. 0.07% Reduce -3.8% 4,302 $2.4M
Advisor Resource Council 1.16% Reduce -92.1% 4,286 $2.4M
Davis Investment Partners, LLC 0.84% Reduce -12.7% 4,306 $2.4M
Westbourne Investment Advisors, Inc. 0.71% New 4,267 $2.4M
Investors Asset Management of Georgia Inc. /Ga/ 1.09% Add +0.3% 4,264 $2.4M
Wellspring Financial Advisors, LLC 0.21% Add +0.0% 1,436,248 $2.4M
Investment Partners Asset Management, Inc. 1.64% Add +3.3% 4,261 $2.4M
Pinnacle Wealth Planning Services, Inc. 0.31% Reduce -10.2% 4,243 $2.3M
Charles Schwab Trust Co 0.17% Add +113.9% 4,227 $2.3M
Oxbow Advisors, LLC 0.26% Reduce -11.3% 4,212 $2.3M
Mathes Company, Inc. 0.87% No change 4,210 $2.3M
Paloma Partners Management Co 1.00% Add +262.4% 4,207 $2.3M
Awm Capital, LLC 0.24% Reduce -0.0% 4,195 $2.3M
Private Capital Advisors, Inc. 0.28% Add +0.2% 4,190 $2.3M
Net Worth Advisory Group 0.51% Add +123.8% 4,181 $2.3M
Northern Financial Advisors Inc 1.73% Add +0.1% 4,180 $2.3M
Fortitude Advisory Group L.L.C. 1.31% Reduce -9.6% 4,157 $2.3M
Infinity Wealth Counsel, LLC 2.32% Reduce -0.4% 4,156 $2.3M
TRUE Private Wealth Advisors 0.26% Add +7.8% 4,149 $2.3M
Weatherly Asset Management L. P. 0.19% No change 4,138 $2.3M
CVFG LLC 1.81% Add +3.3% 4,136 $2.3M
J. L. Bainbridge & Co., Inc. 0.21% Add +0.7% 4,136 $2.3M
Lionshead Wealth Management, LLC 2.11% Reduce -11.6% 4,134 $2.3M
Tower Wealth Partners, Inc. 1.35% Add +3.3% 4,129 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +2.5% 4,126 $2.3M
UMB Bank, n.a. 0.04% Add +0.2% 4,126 $2.3M
Triglav Investments, D.O.O. 0.16% Reduce -7.8% 4,125 $2.3M
Cardinal Point Capital Management ULC 0.18% Add +2.4% 4,112 $2.3M
Broadleaf Partners, LLC 0.50% Add +4.7% 4,112 $2.3M
Carter Financial Group, INC. 1.48% — 4,107 $2.3M
Hilton Capital Management, LLC 0.18% Reduce -76.0% 4,110 $2.3M
McClarren Financial Advisors, Inc. 1.47% Reduce -39.7% 4,106 $2.3M
Cypress Asset Management Inc. 0.54% Add +0.4% 4,102 $2.3M
Valtinson Bruner Financial Planning LLC 0.71% Add +0.3% 4,102 $2.3M
Northwest Bancshares, Inc. 0.39% Add +8.5% 4,074 $2.2M
Van Hulzen Asset Management, LLC 0.19% Reduce -4.6% 4,068 $2.2M
American Money Management, LLC 0.40% Reduce -2.1% 4,064 $2.2M
Mindset Wealth Management, LLC 0.73% Add +108.5% 4,058 $2.2M
Elevated Capital Advisors, LLC 0.62% No change 4,755 $2.2M
Rydar Equities, Inc. 1.76% — 4,027 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% Add +6.7% 4,022 $2.2M
Financial Partners Group, LLC 0.80% Add +10.5% 4,023 $2.2M
Atlas Brown,Inc. 0.71% Add +9.2% 4,018 $2.2M
Resonant Capital Advisors, LLC 0.14% No change 4,010 $2.2M
Capital Wealth Planning, LLC 0.02% Reduce -55.9% 4,009 $2.2M
Lifeworks Advisors, LLC 0.33% Reduce -32.3% 4,003 $2.2M
BlueCrest Capital Management Ltd 0.31% New 4,000 $2.2M
GAMMA Investing LLC 0.14% Add +0.2% 4,000 $2.2M
ProVise Management Group, LLC 0.17% Reduce -0.8% 3,994 $2.2M
Perennial Advisors, LLC 0.41% Reduce -1.3% 3,986 $2.2M
Insight Wealth Strategies, LLC 0.28% Reduce -0.4% 4,004 $2.2M
Accredited Investors Inc. 0.13% Reduce -12.7% 3,970 $2.2M
Wellington Shields & Co., LLC 0.62% Add +6.3% 3,962 $2.2M
Plante Moran Financial Advisors, LLC 0.15% Reduce -2.1% 3,954 $2.2M
Patrick M Sweeney & Associates, Inc. 1.50% Reduce -0.4% 3,917 $2.2M
Premier Path Wealth Partners, LLC 0.30% Add +0.4% 3,944 $2.2M
River Street Advisors LLC 0.94% Reduce -3.4% 3,942 $2.2M
Encompass Wealth Advisors, LLC 0.80% Add +7.1% 3,934 $2.2M
Waldron Private Wealth LLC 0.09% Add +0.8% 3,929 $2.2M
Stablepoint Partners, LLC 0.37% Add +4.2% 3,921 $2.2M
Geneva Partners, LLC 0.86% Reduce -46.5% 3,921 $2.2M
Vertex Planning Partners, LLC 0.45% Reduce -5.3% 3,919 $2.2M
First Commonwealth Financial Corp 0.47% Reduce -2.4% 3,909 $2.2M
Sagace Wealth Management LLC 1.61% Add +37.4% 3,907 $2.2M
Beaumont Financial Advisors, LLC 0.16% Add +3.5% 3,898 $2.2M
Goelzer Investment Management, Inc. 0.12% Add +1.2% 3,898 $2.2M
AA Financial Advisors, LLC 0.46% Add +4.6% 3,896 $2.1M
Kestra Investment Management, LLC 0.07% Add +13.9% 3,887 $2.1M
KG Capital Management 0.63% Add +1.2% 3,870 $2.1M
Nova Wealth Management, Inc. 1.57% Reduce -5.4% 3,867 $2.1M
Capital CS Group, LLC 3.50% Add +22.9% 3,864 $2.1M
F&V Capital Management, LLC 0.54% Reduce -0.3% 3,863 $2.1M
Earned Wealth Advisors, LLC 0.42% New 3,857 $2.1M
Hutchens & Kramer Investment Management Group, LLC 0.97% Add +9.7% 3,887 $2.1M
PBMares Wealth Management LLC 0.39% Reduce -8.8% 3,851 $2.1M
Selective Wealth Management, Inc. 0.78% Add +0.1% 3,816 $2.1M
WMG Financial Advisors, LLC 0.78% Reduce -4.5% 3,842 $2.1M
Caitlin John, LLC 1.93% Add +541.6% 3,837 $2.1M
Front Row Advisors LLC 0.74% Add +6.5% 3,833 $2.1M
Pictet North America Advisors SA 0.21% No change 3,846 $2.1M
Uhlmann Price Securities, LLC 1.51% Add +0.3% 3,830 $2.1M
Platform Technology Partners 0.55% Add +5.3% 3,815 $2.1M
United Asset Strategies, Inc. 0.18% Reduce -2.2% 3,801 $2.1M
Clark Capital Management Group, Inc. 0.01% Reduce -2.1% 3,800 $2.1M
Arcadia Wealth Management, Inc. 1.43% Add +11.9% 3,799 $2.1M
Elequin Capital, LP 0.67% Reduce -19.8% 3,788 $2.1M
MIdWestOne Financial Group, Inc. 0.27% Add +5.1% 3,784 $2.1M
Pinnacle Bancorp, Inc. 0.64% Add +0.2% 3,783 $2.1M
Websterrogers Financial Advisors, LLC 0.66% Reduce -2.0% 3,777 $2.1M
Summit Asset Management, LLC 0.34% Reduce -0.6% 3,751 $2.1M
Peregrine Asset Advisers, Inc. 0.64% Reduce -10.8% 3,746 $2.1M
German American Bancorp, Inc. 0.20% Reduce -35.9% 3,735 $2.1M
American National Bank & Trust 0.21% No change 3,734 $2.1M
Viewpoint Capital Management LLC 1.01% Reduce -3.9% 3,733 $2.1M
Coastwise Capital Group, LLC 1.64% Add +30.9% 3,732 $2.1M
Sfm, LLC 1.32% Add +4.2% 3,716 $2.1M
Acas, LLC 1.37% Reduce -0.8% 3,533 $2.1M
CFS Investment Advisory Services, LLC 0.17% Reduce -7.1% 3,717 $2.0M
McAdam, LLC 0.11% Add +10.8% 3,711 $2.0M
Saiph Capital, LLC 0.80% Add +42.2% 3,711 $2.0M
Veery Capital, LLC 0.70% Add +26.8% 3,705 $2.0M
Manhattan West Asset Management, LLC 0.47% Reduce -12.8% 3,694 $2.0M
First Foundation Advisors 0.08% Reduce -5.2% 3,693 $2.0M
Smart Portfolios, LLC 2.05% Reduce -3.1% 3,684 $2.0M
BSW Wealth Partners 0.28% Add +0.7% 3,683 $2.0M
International Private Wealth Advisors LLC 1.74% Add +67.5% 3,676 $2.0M
Berbice Capital Management LLC 1.42% Add +1.9% 3,670 $2.0M
Lazari Capital Management, Inc. 0.76% Reduce -6.5% 3,654 $2.0M
BBR Partners, LLC 0.13% Reduce -4.9% 3,654 $2.0M
Gryphon Financial Partners LLC 0.26% Add +14.7% 3,654 $2.0M
Bricktown Capital, LLC 0.36% No change 3,649 $2.0M
Oder Investment Management, LLC 1.52% Add +4.1% 3,643 $2.0M
Valley Financial Group, Inc. 1.22% Reduce -1.6% 3,636 $2.0M
Intrepid Capital Management Inc. 1.05% Add +20.2% 3,634 $2.0M
Colton Groome Financial Advisors, LLC 0.68% Add +0.4% 3,627 $2.0M
Bulwark Capital Corp 1.68% — 3,623 $2.0M
Congress Park Capital LLC 0.65% Reduce -34.7% 3,617 $2.0M
Inscription Capital, LLC 0.29% Reduce -30.9% 3,616 $2.0M
MFA Wealth Services 1.50% Add +0.3% 3,612 $2.0M
WealthShield Partners, LLC 0.24% Reduce -9.2% 3,606 $2.0M
GeoWealth Management, LLC 0.08% Reduce -10.6% 3,599 $2.0M
Financial Futures Ltd Liability Co. 1.06% Reduce -15.1% 3,598 $2.0M
HT Partners LLC 0.61% Reduce -76.5% 3,593 $2.0M
Weaver Consulting Group 0.55% Add +0.2% 3,588 $2.0M
Aviso Wealth Management 0.92% Add +1.9% 3,578 $2.0M
FAS Wealth Partners, Inc. 0.15% Add +10.0% 3,577 $2.0M
Summit Wealth Group LLC / Co. 0.49% — 3,566 $2.0M
Purkiss Capital Advisors LLC 1.09% Add +61.6% 3,566 $2.0M
Raleigh Capital Management Inc. 0.82% Add +356500.0% 3,566 $2.0M
Aspen Investment Management Inc 0.83% New 3,564 $2.0M
Flavin Financial Services, Inc. 1.91% Reduce -11.1% 3,563 $2.0M
Bradley & Co. Private Wealth Management, LLC 1.20% No change 3,563 $2.0M
waypoint wealth counsel 0.97% Add +0.6% 3,560 $2.0M
Coordinated Financial Services, Inc. 1.38% — 3,559 $2.0M
Guyasuta Investment Advisors Inc. 0.12% Reduce -0.8% 3,557 $2.0M
Beacon Bridge Wealth Partners, LLC 0.78% Add +8.2% 3,550 $2.0M
Lokken Investment Group LLC 0.75% Add +1.9% 3,547 $2.0M
Abound Wealth Management 0.55% Add +15.1% 3,543 $2.0M
Aries Wealth Management 0.51% Add +6.3% 3,511 $1.9M
Optivise Advisory Services LLC 0.99% Add +2.8% 3,509 $1.9M
Frederick Financial Consultants, LLC 1.20% Add +138.3% 3,508 $1.9M
Oribel Capital Management, LP 0.10% Reduce -5.4% 3,500 $1.9M
Element Squared LLC 1.20% — 3,499 $1.9M
Mosaic Financial Group, LLC 1.47% Add +0.1% 3,492 $1.9M
XY Planning Network, Inc. 0.66% Add +346.2% 3,489 $1.9M
Aldebaran Financial Inc. 2.13% Add +23.4% 3,489 $1.9M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -19.6% 3,487 $1.9M
Westhampton Capital, LLC 0.99% Add +65.4% 3,480 $1.9M
RPG Investment Advisory, LLC 0.24% Reduce -44.7% 3,475 $1.9M
Belmont Capital, LLC 0.29% Add +171.5% 3,475 $1.9M
Comprehensive Financial Planning, Inc. 1.50% Add +6.4% 3,462 $1.9M
Curi Capital, LLC 0.04% Add +559.7% 3,457 $1.9M
Ridgewood Investments LLC 0.83% Reduce -2.8% 3,461 $1.9M
Allen Mooney & Barnes Investment Advisors LLC 0.31% Reduce -1.1% 3,458 $1.9M
Cannell & Spears LLC 0.04% Add +4.5% 3,456 $1.9M
Copperleaf Capital, LLC 0.96% Add +6.9% 3,455 $1.9M
Pandora Wealth, Inc. 1.17% No change 3,452 $1.9M
Wealth Management Associates, Inc. 0.74% Reduce -1.7% 3,451 $1.9M
Gentry Private Wealth, LLC 1.45% Add +1.1% 3,449 $1.9M
Ingalls & Snyder LLC 0.07% Reduce -14.6% 3,443 $1.9M
Ballew Advisors, Inc 1.13% Reduce -4.7% 3,408 $1.9M
Lewis Asset Management, LLC 0.89% Add +47.0% 3,435 $1.9M
Dock Street Asset Management Inc. 0.18% Reduce -1.3% 3,432 $1.9M
Okabena Investment Services Inc. 0.42% No change 3,431 $1.9M
Procyon Advisors, LLC 0.18% Reduce -18.8% 3,428 $1.9M
Element Wealth, LLC 0.87% No change 3,412 $1.9M
Tranquility Partners, LLC 0.67% Add +2.7% 3,412 $1.9M
Colorado Capital Management, Inc. 0.80% Reduce -2.6% 3,397 $1.9M
Patron Partners, LLC 0.93% Add +17.9% 3,397 $1.9M
Xcel Wealth Management, LLC 0.54% Add +6.7% 3,394 $1.9M
True North Advisors, LLC 0.36% Add +30.6% 3,390 $1.9M
Davis R M Inc. 0.03% Reduce -6.9% 3,375 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.0% 3,370 $1.9M
First Financial Group Corp 1.82% Add +2.9% 3,369 $1.9M
Winebrenner Capital Management LLC 1.50% Add +0.5% 3,368 $1.9M
Aire Advisors, LLC 0.36% Add +2.3% 3,362 $1.9M
Denver PWM, LLC 0.58% Reduce -0.0% 3,360 $1.9M
Topsail Wealth Management, LLC 0.34% Add +7.7% 3,350 $1.8M
Bienville Capital Management, LLC 0.36% Add +7.3% 3,345 $1.8M
Alaethes Wealth, LLC 0.55% Add +13.6% 3,337 $1.8M
AllSquare Wealth Management LLC 1.03% Reduce -3.5% 3,335 $1.8M
Northeast Investment Management 0.08% Reduce -6.4% 3,333 $1.8M
Concord Asset Management, LLC 0.28% Add +151.5% 3,332 $1.8M
Concord Wealth Partners 0.27% Add +43.2% 3,332 $1.8M
Sierra Capital LLC 0.21% No change 3,330 $1.8M
BNC Wealth Management, LLC 0.54% Add +7.6% 3,325 $1.8M
Blackston Financial Advisory Group, LLC 1.15% Reduce -11.5% 3,322 $1.8M
MKT Advisors LLC 0.73% Add +0.0% 3,348 $1.8M
Passive Capital Management, LLC. 0.57% Reduce -2.2% 3,346 $1.8M
GHP Investment Advisors, Inc. 0.08% Add +1.4% 3,315 $1.8M
Ferguson Shapiro LLC 0.62% Reduce -2.2% 3,309 $1.8M
PMV Capital Advisers, LLC 4.07% Reduce -7.6% 3,308 $1.8M
Eisler Capital Management Ltd. 0.06% Add +65.0% 3,300 $1.8M
Mezzasalma Advisors, LLC 0.55% Add +0.7% 3,295 $1.8M
NBZ Investment Advisors LLC 1.04% Reduce -1.4% 3,283 $1.8M
Intrepid Financial Planning Group LLC 0.76% Add +0.5% 3,282 $1.8M
Wolff Financial Management LLC 0.47% Add +0.0% 3,277 $1.8M
Country Club Bank 0.11% Add +0.1% 3,290 $1.8M
WorthPointe, LLC 0.76% Add +53.5% 3,263 $1.8M
FreeGulliver LLC 0.83% Add +24.6% 3,254 $1.8M
Evelyn Partners Investment Management (Europe) Ltd 0.64% Reduce -1.7% 3,252 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% Add +10.1% 3,249 $1.8M
Nilsine Partners, LLC 0.18% Add +42.1% 3,248 $1.8M
Central Valley Advisors, LLC 0.61% Reduce -1.4% 3,248 $1.8M
Fortress Private Ledger, LLC 0.81% Add +14.2% 3,230 $1.8M
Boyum Wealth Architects LLC 1.31% Add +37.4% 3,220 $1.8M
Dearborn Partners LLC 0.08% Add +2.8% 3,211 $1.8M
Diversified Portfolios, Inc. 0.17% Add +11.7% 3,209 $1.8M
Meridian Wealth Advisors, LLC 0.28% Add +27.8% 3,202 $1.8M
Seeds Investor LLC 0.41% Reduce -1.8% 3,200 $1.8M
Affiance Financial, LLC 0.36% Reduce -10.5% 3,192 $1.8M
T. Rowe Price Associates Inc. 0.00% Reduce -99.8% 3,192 $1.8M
Allspring Global Investments Holdings, LLC 0.00% New 3,215 $1.8M
Addison Capital Co 0.61% Add +4.6% 3,187 $1.8M
Brass Tax Wealth Management, Inc. 0.34% Add +52.3% 3,184 $1.8M
Freedom Investment Management, Inc. 0.14% Add +1.1% 3,173 $1.8M
Breed's Hill Capital LLC 0.84% No change 3,168 $1.7M
DHK Financial Advisors, Inc. 1.00% Add +0.2% 3,164 $1.7M
Financial Perspectives, Inc 0.53% Add +11.6% 3,165 $1.7M
Wealthspan Partners, LLC 0.72% Reduce -3.5% 3,160 $1.7M
CFO4Life Group, LLC 0.27% Reduce -1.6% 3,151 $1.7M
Tocqueville Asset Management L.P. 0.03% Reduce -0.2% 3,145 $1.7M
Birchcreek Wealth Management, LLC 0.98% Add +19.9% 3,143 $1.7M
F/m Investments LLC 0.06% Add +426.3% 3,142 $1.7M
Centurion Wealth Management LLC 0.50% Add +35.8% 3,132 $1.7M
Hobbs Group Advisors, LLC 0.59% Add +16.0% 3,132 $1.7M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.7M
Atmos Capital Gestao DE Recursos Ltda. 0.27% No change 3,127 $1.7M
Clear Harbor Asset Management, LLC 0.13% Add +28.5% 3,127 $1.7M
Grange Capital, LLC 1.80% Reduce -5.0% 3,125 $1.7M
Keystone Global Partners, LLC 0.94% Reduce -13.1% 3,125 $1.7M
Madden Advisory Services, Inc. 0.73% Add +6.4% 3,122 $1.7M
Indiana Trust & Investment Management Co 0.57% Add +2.0% 3,118 $1.7M
Aspect Partners, LLC 0.85% Add +27.6% 3,111 $1.7M
HM Payson & Co. 0.03% Add +2.5% 3,107 $1.7M
Liberty One Investment Management, LLC 0.17% Reduce -4.7% 3,105 $1.7M
Northstar Advisory Group, LLC 0.84% Add +413.7% 3,103 $1.7M
Chemistry Wealth Management LLC 0.37% Add +3.4% 3,099 $1.7M
Nicolet Bankshares Inc. 0.29% Add +4.1% 3,095 $1.7M
Family Investment Center, Inc. 0.39% Add +6.2% 3,089 $1.7M
Parsons Capital Management Inc. 0.10% Reduce -3.1% 3,087 $1.7M
B.O.S.S. Retirement Advisors, LLC 0.43% Reduce -2.4% 3,087 $1.7M
Bravias Capital Group, LLC 1.25% Reduce -5.1% 3,080 $1.7M
Oakworth Capital, Inc. 0.11% No change 3,079 $1.7M
Liberty Wealth Management LLC 0.27% Add +9.6% 3,075 $1.7M
Morton Brown Family Wealth, LLC 0.52% Add +2.6% 3,069 $1.7M
Midland Wealth Advisors, LLC 0.09% Reduce -17.1% 3,057 $1.7M
Scarborough Advisors, LLC 0.33% Add +0.3% 3,056 $1.7M
Legacy Edge Advisors, LLC 0.22% Add +15.9% 3,052 $1.7M
Jackson, Grant Investment Advisers, Inc. 0.62% Add +0.4% 3,040 $1.7M
Vernal Point Advisors, LLC 0.98% No change 3,035 $1.7M
Outfitters Financial LLC 1.42% Add +22.9% 3,028 $1.7M
Stelac Advisory Services LLC 0.63% No change 3,019 $1.7M
Zions Bancorporation, National Association 0.09% Reduce -1.1% 3,013 $1.7M
X-Square Capital, LLC 0.60% Add +21.3% 3,009 $1.7M
Alerus Financial NA 0.12% New 3,009 $1.7M
Quest 10 Wealth Builders, Inc. 1.61% Add +1.3% 2,998 $1.7M
Elite Financial, Inc. 0.81% Reduce -2.4% 2,932 $1.7M
Shoker Investment Counsel, Inc. 0.52% Add +0.1% 2,995 $1.7M
Balentine LLC 0.06% No change 2,994 $1.7M
Ipswich Investment Management Co., Inc. 0.40% No change 2,993 $1.7M
NCM Capital Management, LLC 0.68% Add +0.5% 2,993 $1.7M
Redwood Financial Network Corp 1.11% Add +0.1% 2,989 $1.6M
Park Square Financial Group, LLC 1.19% Reduce -23.7% 2,984 $1.6M
Dana Investment Advisors, Inc. 0.05% Reduce -5.6% 2,969 $1.6M
Johnson Financial Group, Inc. 0.07% Reduce -1.2% 2,963 $1.6M
Beacon Investment Advisory Services, Inc. 0.07% Add +16.9% 2,956 $1.6M
Sentinel Pension Advisors, LLC 0.27% Reduce -7.0% 2,947 $1.6M
Nishkama Capital, LLC 0.27% New 2,945 $1.6M
Howland Capital Management LLC 0.07% Reduce -2.9% 2,939 $1.6M
Global Financial Private Client, LLC 0.61% Reduce -2.5% 2,933 $1.6M
OneAscent Financial Services LLC 0.12% Add +27.6% 2,955 $1.6M
Tranquilli Financial Advisor LLC 1.00% Add +502.1% 2,914 $1.6M
Strata Wealth Advisors, LLC 0.44% Add +104.3% 2,881 $1.6M
Silvia McColl Wealth Management, LLC 1.15% Add +2.7% 2,879 $1.6M
Evernest Financial Advisors, LLC 0.51% Add +0.3% 2,867 $1.6M
Wimmer Associates 1, LLC 0.81% No change 2,856 $1.6M
Mizuho Markets Americas LLC 0.05% Reduce -52.9% 2,855 $1.6M
Quantum Private Wealth, LLC 0.51% Reduce -6.0% 2,852 $1.6M
Great Lakes Advisors, LLC 0.01% Reduce -37.5% 2,851 $1.6M
Tortoise Investment Management, LLC 0.15% Add +0.9% 2,848 $1.6M
GatePass Capital, LLC 1.05% Reduce -13.2% 2,837 $1.6M
Core Wealth Partners LLC 0.79% Add +11.5% 2,835 $1.6M
HRC Wealth Management, LLC 0.83% Add +4.8% 2,835 $1.6M
Grantvest Financial Group LLC 1.16% Add +5.2% 2,833 $1.6M
GM Advisory Group, LLC 0.08% Add +10.6% 2,833 $1.6M
Klingman & Associates, LLC 0.09% Reduce -1.0% 2,827 $1.6M
Gilbert & Cook, Inc. 0.21% Add +4.1% 2,817 $1.6M
Orange Investment Advisors, Inc. 0.17% Reduce -1.1% 2,815 $1.6M
MPS Loria Financial Planners, LLC 0.46% Add +3.3% 2,804 $1.5M
Vantage Point Financial LLC 0.68% Reduce -1.3% 2,804 $1.5M
Cape Investment Advisory, Inc. 0.56% Reduce -2.6% 2,802 $1.5M
Long Run Wealth Advisors, LLC 0.32% Add +0.5% 2,800 $1.5M
Professional Financial Advisors, LLC 0.36% Reduce -10.3% 2,799 $1.5M
Faithward Advisors, LLC 0.24% Reduce -68.1% 2,798 $1.5M
Collaborative Wealth Managment Inc. 0.67% Reduce -0.7% 2,794 $1.5M
Checchi Capital Advisers, LLC 0.11% Add +2.2% 2,793 $1.5M
Cherry Creek Investment Advisors, Inc. 0.72% Add +3.1% 2,790 $1.5M
3EDGE Asset Management, LP 0.10% Add +16.7% 2,784 $1.5M
Breakwater Capital Group 0.25% Add +13.4% 2,774 $1.5M
Quantum Financial Advisors, LLC 0.21% Add +396.9% 2,773 $1.5M
Elios Financial Group Inc. 0.69% Reduce -5.2% 2,770 $1.5M
Napa Wealth Management 0.73% Reduce -17.9% 2,765 $1.5M
Austin Private Wealth, LLC 0.12% Reduce -4.0% 2,765 $1.5M
Disciplined Investments, LLC 0.64% Reduce -3.2% 2,759 $1.5M
Tompkins Financial Corp. 0.14% Reduce -5.4% 2,754 $1.5M
Chilton Capital Management LLC 0.06% Reduce -7.9% 2,751 $1.5M
Investment Partners, LTD. 0.57% Add +4.6% 2,749 $1.5M
ERn Financial, LLC 0.32% Add +126.7% 2,747 $1.5M
Van Cleef Asset Management,Inc 0.16% No change 2,746 $1.5M
Taylor Financial Group, Inc. 0.94% Add +2.2% 2,738 $1.5M
Jentner Corp 0.40% No change 2,733 $1.5M
Colonial River Investments, LLC 0.65% Add +2.4% 2,714 $1.5M
Willner & Heller, LLC 1.27% Reduce -3.6% 2,730 $1.5M
Code Waechter LLC 1.07% No change 2,725 $1.5M
Millennium Capital Advisors, LLC 1.00% Reduce -22.7% 2,723 $1.5M
Sentinel Wealth Management, Inc. 1.41% — 2,710 $1.5M
Beacon Financial Advisory LLC 0.39% Add +13.5% 2,709 $1.5M
Illumine Investment Management, LLC 1.19% Add +0.1% 2,705 $1.5M
Wealth Effects LLC 0.56% Reduce -0.7% 2,702 $1.5M
Intelligence Driven Advisers, LLC 0.22% Add +26.9% 2,701 $1.5M
Empirical Asset Management, LLC 0.46% Add +13.5% 2,696 $1.5M
Chicago Capital, LLC 0.04% Reduce -2.5% 2,695 $1.5M
Sage Capital Advisors,llc 0.37% No change 2,694 $1.5M
Clarity Capital Partners LLC 0.53% Reduce -34.7% 2,687 $1.5M
Rockwood Wealth Management, LLC 0.13% Add +51.7% 2,686 $1.5M
Private Capital Management, LLC 0.15% Add +11.5% 2,682 $1.5M
Waddell & Associates, LLC 0.16% Add +32.0% 2,682 $1.5M
Stewardship Advisors, LLC 0.37% Reduce -15.3% 2,679 $1.5M
Alteri Wealth LLC 0.57% Reduce -2.5% 2,676 $1.5M
Summit Global Investments 0.09% Reduce -10.4% 2,675 $1.5M
Security National Bank 0.25% Add +28.7% 2,662 $1.5M
Blue Fin Capital, Inc. 0.25% Reduce -2.3% 2,654 $1.5M
HHM Wealth Advisors, LLC 0.17% Add +24.9% 2,648 $1.5M
Well Done, LLC 0.27% Reduce -0.0% 2,645 $1.5M
TigerOak Management, L.L.C. 0.50% Add +11.1% 2,641 $1.5M
Sheridan Capital Management, LLC 1.00% Reduce -2.6% 2,635 $1.5M
Cambridge Advisors Inc. 0.30% No change 2,633 $1.5M
Total Wealth Planning & Management, Inc. 1.25% Add +0.3% 2,631 $1.5M
Solstein Capital, LLC 0.74% Reduce -1.0% 2,628 $1.4M
Means Investment Co., Inc. 0.14% Add +32.8% 2,624 $1.4M
Cedar Wealth Management, LLC 0.49% Add +1.9% 2,616 $1.4M
Stiles Financial Services Inc 0.50% Reduce -1.4% 2,613 $1.4M
Armbruster Capital Management, Inc. 0.26% No change 2,606 $1.4M
Veracity Capital LLC 0.50% Add +77.5% 2,589 $1.4M
North Point Portfolio Managers Corp. 0.24% No change 2,586 $1.4M
WT Wealth Management 0.42% Reduce -31.6% 2,584 $1.4M
Walkner Condon Financial Advisors LLC 0.26% Add +1.7% 2,583 $1.4M
City Center Advisors, LLC 1.53% Add +10.2% 2,583 $1.4M
Curran Financial Partners, LLC 0.31% Add +12.8% 2,583 $1.4M
Global Strategic Investment Solutions, LLC 0.15% Reduce -0.2% 2,582 $1.4M
Fairman Group, LLC 1.17% No change 2,572 $1.4M
Common Fund for Nonprofit Organizations 0.15% Reduce -78.3% 2,573 $1.4M
Ullmann Wealth Partners Group, LLC 0.17% Add +0.0% 2,572 $1.4M
Cambridge Financial Group, LLC 0.53% Reduce -17.2% 2,571 $1.4M
Ironwood Investment Counsel, LLC 0.22% Reduce -5.5% 2,558 $1.4M
Integrity Wealth Solutions LLC 0.69% Reduce -22.6% 2,557 $1.4M
Thoma Capital Management LLC 0.90% Reduce -1.3% 2,552 $1.4M
Nicholas Wealth, LLC. 1.23% Add +6.8% 2,541 $1.4M
BigSur Wealth Management LLC 0.35% No change 2,535 $1.4M
Baron Wealth Management LLC 0.50% Add +0.0% 2,536 $1.4M
Readystate Asset Management LP 0.10% New 2,530 $1.4M
Osborne Partners Capital Management, LLC 0.07% Reduce -4.1% 2,529 $1.4M
Wealthquest Corp 0.11% Add +4.8% 2,512 $1.4M
Bridgewealth Advisory Group, LLC 0.35% Add +38.8% 2,502 $1.4M
First Financial Corp. 0.62% Add +0.7% 2,501 $1.4M
Leading Edge Financial Planning LLC 0.38% Reduce -1.5% 2,498 $1.4M
180 Wealth Advisors, LLC 0.19% Add +0.6% 2,497 $1.4M
Sage Advisors, LLC 0.98% Reduce -23.5% 2,486 $1.4M
TCTC Holdings, LLC 0.04% Add +1.5% 2,480 $1.4M
Caxton Associates LLP 0.04% Reduce -31.5% 2,475 $1.4M
Significant Wealth Partners LLC 0.67% Reduce -8.1% 2,470 $1.4M
Consolidated Capital Management, LLC 0.49% Add +7.1% 2,470 $1.4M
Wooster Corthell Wealth Management, Inc. 0.25% Reduce -11.5% 2,469 $1.4M
Forefront Wealth Management Inc. 1.09% New 2,461 $1.4M
Mascoma Wealth Management LLC 0.32% Add +0.1% 2,460 $1.4M
Meeder Advisory Services, Inc. 0.07% Add +13.7% 2,452 $1.4M
Beacon Bank & Trust 0.31% No change 2,449 $1.4M
Wealth Architects, LLC 0.14% Add +0.5% 2,447 $1.3M
Powers Advisory Group, LLC 0.59% No change 2,444 $1.3M
Halbert Hargrove Global Advisors, LLC 0.07% Reduce -1.8% 2,444 $1.3M
Icon Wealth Advisors, LLC 0.10% Add +112.5% 2,441 $1.3M
Romano Brothers and Company 0.17% No change 2,437 $1.3M
Geometric Wealth Advisors 0.20% Reduce -3.8% 2,426 $1.3M
Facet Wealth, Inc. 0.03% Add +46.4% 2,368 $1.3M
Catalina Capital Group, LLC 0.90% Add +2.5% 2,412 $1.3M
JDM Financial Group LLC 0.63% No change 2,403 $1.3M
Jeppson Wealth Management, LLC 0.46% Reduce -7.5% 2,403 $1.3M
Bleichroeder LP 0.33% New 2,400 $1.3M
Aspire Growth Partners LLC 1.08% No change 2,398 $1.3M
Financial Advisors Network, Inc. 0.20% Add +95.9% 2,396 $1.3M
Williams & Novak, LLC 1.12% Reduce -13.1% 2,393 $1.3M
Legacy PCG, LLC 0.84% Reduce -27.4% 2,391 $1.3M
First PREMIER Bank 0.32% Reduce -5.1% 2,386 $1.3M
Clearwater Capital Advisors, LLC 0.12% Add +3.5% 2,381 $1.3M
Towne Trust Company, N.A 0.46% Reduce -5.1% 2,380 $1.3M
Smartleaf Asset Management LLC 0.12% Add +27.4% 2,394 $1.3M
StoneCrest Wealth Management, Inc. 0.62% Reduce -7.4% 2,375 $1.3M
Werba Rubin Papier Wealth Management 0.25% Add +0.4% 2,373 $1.3M
Bfsg, LLC 0.15% Add +47.1% 2,364 $1.3M
Nalls Sherbakoff Group, LLC 0.95% Add +224.3% 2,364 $1.3M
Foronjy Financial LLC 0.61% — 2,345 $1.3M
Aaron Wealth Advisors LLC 0.13% Add +0.4% 2,344 $1.3M
Confluence Wealth Services, Inc. 0.07% Add +7.5% 2,340 $1.3M
SLT Holdings LLC 0.99% Reduce -6.3% 2,338 $1.3M
REDW Wealth LLC 0.51% Add +6.9% 2,338 $1.3M
WealthTrust Axiom LLC 0.38% Add +5.0% 2,323 $1.3M
Granger Management LLC 0.48% Add +4.0% 2,319 $1.3M
Appleton Partners Inc. 0.09% Reduce -13.0% 2,320 $1.3M
Olympiad Research LP 2.08% New 2,314 $1.3M
Bayesian Capital Management, LP 0.20% New 2,300 $1.3M
S.A. Mason LLC 0.61% Add +6.9% 2,292 $1.3M
Apex Wealth Management, LLC 1.01% New 2,288 $1.3M
Slagle Financial, LLC 0.51% Reduce -34.6% 2,288 $1.3M
Maple Capital Management, Inc. 0.09% Reduce -4.5% 2,285 $1.3M
Pamplona Capital Management, LLC 0.18% No change 2,284 $1.3M
Accretive Wealth Partners, LLC 0.41% Add +22.7% 2,282 $1.3M
UNIVEST FINANCIAL Corp 0.08% No change 2,280 $1.3M
IMA Advisory Services, Inc. 0.13% Reduce -7.8% 2,273 $1.3M
Ipsen Advisor Group LLC 0.95% Reduce -4.4% 2,261 $1.2M
Heritage Wealth Management, Inc. 0.94% Reduce -2.5% 2,258 $1.2M
Vista Capital Partners, Inc. 0.14% Add +25.6% 2,258 $1.2M
Forte Capital LLC 0.13% Add +13.1% 2,254 $1.2M
WESPAC Advisors, LLC 0.87% Add +9.6% 2,253 $1.2M
Heck Capital Advisors, LLC 0.11% New 2,250 $1.2M
Community Bank, N.A. 0.16% Reduce -2.2% 2,246 $1.2M
Smart Money Group LLC 0.39% Reduce -15.0% 2,242 $1.2M
Nemes Rush Group LLC 0.13% Add +99.8% 2,240 $1.2M
Seelaus Asset Management LLC 1.11% Reduce -0.4% 2,239 $1.2M
Wealth Dimensions Group, Ltd. 0.27% Add +3.3% 2,236 $1.2M
Texas Capital Bank Wealth Management Services Inc 0.12% Add +100.7% 2,232 $1.2M
Northstar Group, Inc. 0.20% Add +5.8% 2,229 $1.2M
Dagco, Inc. 0.34% New 2,229 $1.2M
TFG Advisers LLC 0.42% Add +6.0% 2,226 $1.2M
Am Investment Strategies LLC 0.29% Add +15.4% 2,224 $1.2M
Asset Allocation & Management Company, LLC 0.57% Reduce -10.6% 2,222 $1.2M
RB Capital Management, LLC 0.29% Reduce -0.4% 2,220 $1.2M
Wolff Wiese Magana LLC 0.76% Add +0.1% 2,219 $1.2M
Sulzberger Capital Advisors, Inc. 1.43% Reduce -6.3% 2,218 $1.2M
BIP Wealth, LLC 0.08% Reduce -12.9% 2,212 $1.2M
James Investment Research, Inc. 0.14% Add +17.0% 2,204 $1.2M
Fiduciary Group, LLC 0.11% No change 2,198 $1.2M
Redmont Wealth Advisors LLC 1.77% Add +155.0% 2,193 $1.2M
Great Diamond Partners, LLC 0.25% Add +19.6% 2,182 $1.2M
Philip James Wealth Mangement, LLC 0.16% Reduce -0.3% 2,182 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.30% Reduce -16.3% 2,180 $1.2M
Milestones Private Investment Advisors LLC 0.89% — 2,169 $1.2M
ArchPoint Investors 0.35% Reduce -19.2% 2,164 $1.2M
Gilliland Jeter Wealth Management LLC 0.39% Add +7.0% 2,162 $1.2M
Ruggaard & Associates LLC 0.48% Add +0.2% 2,157 $1.2M
Park National Corp. 0.04% Add +5.6% 2,155 $1.2M
Teamwork Financial Advisors, LLC 0.15% Reduce -0.7% 2,154 $1.2M
NDWM LLC 0.87% Add +4.2% 2,151 $1.2M
Threadgill Financial, LLC 0.63% Add +0.1% 2,150 $1.2M
Copley Financial Group, Inc. 0.88% Add +5.3% 2,147 $1.2M
Diversified Investment Strategies, LLC 0.80% No change 2,147 $1.2M
Argentarii, LLC 0.54% Reduce -1.0% 2,145 $1.2M
Reliant Investment Partners, LLC 1.03% Reduce -72.5% 2,142 $1.2M
Fragasso Financial Advisors Inc 0.08% Add +0.4% 2,141 $1.2M
Merrion Investment Management Co, LLC 0.76% Add +19.6% 2,136 $1.2M
Tradewinds Capital Management, LLC 0.30% Reduce -13.5% 2,130 $1.2M
Evolution Wealth Management Inc. 1.45% — 2,129 $1.2M
Payne Capital Management, LLC 0.45% Add +239.2% 2,127 $1.2M
AMJ Financial Wealth Management 0.30% Add +2.4% 2,125 $1.2M
PYA Waltman Capital, LLC 0.34% Reduce -0.5% 2,123 $1.2M
Capstone Financial Advisors, Inc. 0.07% Add +43.8% 2,122 $1.2M
ETF Store, Inc. 1.35% Add +2.3% 2,119 $1.2M
4WEALTH Advisors, Inc. 1.21% Add +12.2% 2,119 $1.2M
Aviso Financial Inc. 0.05% Reduce -1.2% 2,119 $1.2M
Delta Accumulation, LLC 2.48% Add +3.7% 2,393 $1.2M
Sittner & Nelson, LLC 0.47% No change 2,117 $1.2M
Portside Wealth Group, LLC 0.17% Add +15.6% 2,116 $1.2M
1832 Asset Management L.P. 0.00% Reduce -0.8% 2,115 $1.2M
Capital Market Strategies LLC 0.81% Reduce -23.9% 2,105 $1.2M
CMT Capital Markets Trading GmbH 0.56% Reduce -74.2% 2,104 $1.2M
IRON Financial LLC 0.61% Add +10.8% 2,095 $1.2M
Arkos Global Advisors 0.16% Add +17.5% 2,093 $1.2M
Guardian Asset Advisors, LLC 0.66% Add +0.4% 2,089 $1.2M
CX Institutional 0.04% Reduce -39.6% 2,088 $1.2M
Rialto Wealth Management, LLC 0.32% Add +0.1% 2,088 $1.2M
Avalon Capital Management 0.31% Add +150.4% 2,088 $1.2M
Union Savings Bank 0.53% Add +72.0% 2,037 $1.2M
Charter Research & Investment Group, Inc. 0.86% Add +20.4% 2,084 $1.1M
Miller Investment Management, LP 0.12% No change 2,084 $1.1M
Acorn Wealth Advisors, LLC 0.43% Add +14.3% 2,080 $1.1M
Sterling Financial Group, Inc. 0.38% No change 2,079 $1.1M
Triad Wealth Partners, LLC 0.23% Add +14.3% 2,073 $1.1M
Inspirion Wealth Advisors, LLC 0.15% Reduce -0.5% 2,071 $1.1M
Tanager Wealth Management LLP 0.13% Reduce -29.3% 2,068 $1.1M
Baxter Bros Inc. 0.14% No change 2,068 $1.1M
Revisor Wealth Management LLC 0.41% Reduce -23.6% 2,046 $1.1M
Wise Wealth Partners 1.89% Add +88.1% 2,054 $1.1M
Quantum Portfolio Management LLC 0.54% Add +1.6% 2,053 $1.1M
Mascagni Wealth Management, Inc. 0.96% Reduce -14.4% 2,051 $1.1M
Three Cord True Wealth Management, LLC 0.84% Reduce -19.0% 2,050 $1.1M
Financial Advisors, LLC 0.21% Reduce -0.2% 2,043 $1.1M
Richardson Capital Management LLC 0.59% Reduce -4.3% 2,043 $1.1M
Schear Investment Advisers, LLC 0.56% Reduce -80.5% 2,041 $1.1M
Howard Wealth Management, LLC 0.57% Reduce -0.6% 2,038 $1.1M
Capasso Planning Partners LLC 0.64% Reduce -43.0% 2,037 $1.1M
Roble, Belko & Company, Inc 0.16% Add +0.1% 2,037 $1.1M
Manchester Financial Inc. 0.23% Reduce -2.5% 2,032 $1.1M
BOK Financial Private Wealth, Inc. 0.07% Add +4.0% 2,028 $1.1M
Financial & Tax Architects, LLC 0.27% Add +173.6% 2,030 $1.1M
Key Financial Inc 0.22% Reduce -0.5% 2,023 $1.1M
Harbor Group, Inc. 0.20% Add +0.3% 2,017 $1.1M
D.B. Root & Company, LLC 0.33% Add +10.2% 2,016 $1.1M
Wilkins Miller Wealth Management, LLC 0.75% Add +0.9% 2,009 $1.1M
Clarus Group, Inc. 0.41% Add +85.1% 2,005 $1.1M
Leeward Financial Partners, LLC 0.35% Add +118.4% 2,003 $1.1M
Wealthgarden F.S. LLC 0.92% Reduce -0.9% 1,956 $1.1M
Sincerus Advisory, LLC 1.04% Add +1.6% 1,949 $1.1M
Trajan Wealth LLC 0.05% Reduce -4.2% 1,994 $1.1M
Catalyst Private Wealth, LLC 0.49% Reduce -3.1% 1,990 $1.1M
Maia Wealth LLC 0.21% Reduce -6.4% 1,988 $1.1M
Maripau Wealth Management LLC 0.55% Add +15.7% 1,982 $1.1M
Correct Capital Wealth Management 0.21% No change 1,977 $1.1M
McHugh Group, LLC 0.74% Add +0.1% 1,976 $1.1M
Elite Wealth Management, Inc. 0.36% Reduce -75.5% 1,975 $1.1M
Novus Advisors, LLC 1.65% Reduce -21.6% 1,964 $1.1M
Novem Group 0.14% Reduce -0.9% 1,964 $1.1M
Valley Forge Investment Consultants Inc. Adv 0.35% Add +104.2% 1,962 $1.1M
LCNB Corp. 0.38% No change 1,960 $1.1M
AIA Group Ltd 0.02% Reduce -98.8% 1,960 $1.1M
Berkshire Asset Management LLC 0.05% Reduce -4.0% 1,958 $1.1M
MinichMacGregor Wealth Management, LLC 0.23% Reduce -54.7% 1,954 $1.1M
Ables, Iannone, Moore & Associates, Inc. 0.67% Add +23.8% 1,952 $1.1M
First Merchants Corp. 0.04% Add +9.1% 1,952 $1.1M
FMB Wealth Management 0.51% Reduce -22.6% 1,947 $1.1M
Axis Wealth Partners, LLC 0.71% Add +2.8% 1,946 $1.1M
CenterStar Asset Management, LLC 1.32% Reduce -85.9% 1,943 $1.1M
Landmark Wealth Management, LLC 0.46% Reduce -4.3% 1,945 $1.1M
Sonata Capital Group Inc. 0.43% Reduce -0.5% 1,946 $1.1M
Penbrook Management LLC 0.81% Reduce -4.9% 1,945 $1.1M
Cornerstone Capital, Inc. 0.11% Reduce -12.2% 1,942 $1.1M
Angeles Wealth Management, LLC 0.07% Add +22.5% 1,940 $1.1M
Darden Wealth Group Inc 0.65% Reduce -3.4% 1,937 $1.1M
Drake & Associates, LLC 0.26% Reduce -90.5% 1,930 $1.1M
Silver Oak Wealth Advisors Services, LLC 0.77% No change 1,930 $1.1M
Horst & Graben Wealth Management LLC 0.18% Add +34.5% 1,930 $1.1M
Meritage Portfolio Management 0.07% Add +0.1% 1,921 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -17.7% 1,915 $1.1M
Condor Capital Management 0.09% No change 1,914 $1.1M
Atlas Legacy Advisors, LLC 0.23% Add +55.8% 1,902 $1.0M
PDS Planning, Inc 0.08% Reduce -8.0% 1,899 $1.0M
Wilson & Boucher Capital Management, LLC 0.73% Add +2.2% 1,898 $1.0M
Second Line Capital, LLC 0.24% Reduce -0.2% 1,891 $1.0M
Allegheny Financial Group 0.23% Add +2.3% 1,881 $1.0M
Summa Corp. 0.54% Add +227.0% 1,880 $1.0M
Wealthedge Investment Advisors, LLC 0.43% Add +5.6% 1,879 $1.0M
Hengehold Capital Management LLC 0.09% Reduce -4.0% 1,880 $1.0M
Pinnacle Financial Group, LLC / IL 0.35% No change 1,878 $1.0M
Highview Capital Management LLC 0.40% Add +28.2% 1,878 $1.0M
Naviter Wealth, LLC 0.13% Add +32.9% 1,874 $1.0M
Lumbard & Kellner, LLC 0.45% No change 1,865 $1.0M
Curated Wealth Partners LLC 0.12% Reduce -33.6% 1,864 $1.0M
Heritage Trust Co 0.12% No change 1,864 $1.0M
Soundwatch Capital LLC 0.17% Add +7.7% 1,938 $1.0M
ARS Wealth Advisors Group, LLC 0.12% New 1,862 $1.0M
Elevatus Welath Management 0.34% Reduce -7.0% 1,858 $1.0M
Monetary Management Group Inc. 0.25% Reduce -2.6% 1,850 $1.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.10% No change 1,850 $1.0M
PAX Financial Group, LLC 0.19% Add +5.0% 1,842 $1.0M
Snider Financial Group 0.29% Add +38.5% 1,841 $1.0M
Prelude Capital Management, LLC 0.10% Reduce -78.0% 1,841 $1.0M
Cahaba Wealth Management, Inc. 0.08% Reduce -2.1% 1,841 $1.0M
Chesapeake Asset Management LLC 0.92% Reduce -7.3% 1,835 $1.0M
Marquette Asset Management, LLC 0.17% No change 1,826 $1.0M
Swisher Financial Concepts, Inc. 0.65% New 1,824 $1.0M
Seneschal Advisors, LLC 0.79% Reduce -8.8% 1,818 $1.0M
First Command Advisory Services, Inc. 0.01% Add +15.5% 1,816 $1.0M
Syon Capital LLC 0.07% Reduce -34.6% 1,815 $1.0M
Quotient Wealth Partners, LLC 0.03% Add +26.1% 1,814 $1.0M
Enclave Advisors LLC 0.16% Reduce -18.8% 1,814 $1.0M
Bank of Nova Scotia 0.00% Reduce -91.3% 1,811 $999K
Mainstay Capital Management LLC 0.05% Add +97.0% 1,810 $998K
Laffer Tengler Investments, Inc. 0.21% New 1,804 $995K
Colonial Trust Co / SC 0.14% No change 1,803 $995K
Patton Albertson Miller Group, LLC 0.13% Add +6.9% 1,800 $993K
ICW Investment Advisors LLC 0.39% Reduce -0.6% 1,796 $991K
Dunhill Financial, LLC 0.29% Add +6.1% 1,795 $990K
Archvest Wealth Advisors, Inc. 0.86% Add +8.7% 1,795 $990K
Compass Advisory Group LLC 0.31% Add +4.3% 1,790 $988K
Guidance Point Advisors, LLC 0.26% Add +47.8% 1,788 $987K
Arlington Trust Co LLC 0.19% Add +12.8% 1,785 $985K
Vista Investment Partners Ii, LLC 0.47% New 1,779 $981K
Pacific Point Advisors, LLC 0.53% Reduce -1.3% 1,778 $981K
Charter Oak Capital Management, LLC 0.08% Reduce -2.5% 1,775 $979K
Compass Ion Advisors, LLC 0.11% Add +5.2% 1,772 $978K
McDonough Capital Management, Inc 0.55% Add +0.2% 1,772 $978K
Alliance Wealth Management Group 0.25% Add +0.6% 1,771 $977K
Towercrest Capital Management 0.17% Add +0.6% 1,771 $977K
FRG Family Wealth Advisors LLC 0.17% Add +2.9% 1,770 $976K
LS Investment Advisors, LLC 0.14% Add +4.4% 1,765 $974K
Duncker Streett & Co. Inc. 0.18% Add +0.9% 1,761 $971K
Country Trust Bank 0.02% Add +12.8% 1,759 $970K
Trustco Bank Corp. N Y 0.95% Add +6.0% 1,758 $970K
Intrua Financial, LLC 0.14% Reduce -3.9% 1,757 $969K
Sivia Capital Partners, LLC 0.33% Reduce -20.4% 1,754 $968K
Mogy Joel R Investment Counsel Inc. 0.06% Add +9.4% 1,753 $967K
Rockingstone Advisors LLC 0.51% Reduce -1.1% 1,750 $965K
Aft, Forsyth & Company, Inc. 0.49% Add +0.1% 1,741 $961K
Intellectus Partners, LLC 0.21% Reduce -6.3% 1,740 $960K
Financial Sense Advisors, Inc. 0.24% Reduce -25.3% 1,737 $958K
Gen-Wealth Partners Inc 0.37% Add +3.3% 1,734 $957K
Discipline Wealth Solutions, LLC 0.37% Reduce -2.3% 1,733 $956K
Gibbs Wealth Management 0.18% Add +69.7% 1,733 $956K
Arvest Bank Trust Division 0.06% Reduce -0.9% 1,732 $955K
Index Fund Advisors, Inc. 0.05% Add +25.3% 1,726 $952K
Jackson Square Capital, LLC 0.21% Add +1.5% 1,725 $952K
Agp Franklin, LLC 0.50% Reduce -48.8% 1,725 $951K
Murphy, Middleton, Hinkle & Parker, Inc. 0.53% No change 2,026 $950K
Blackhawk Capital Partners, LLC 0.44% Add +17.8% 1,721 $950K
Mairs & Power Inc. 0.01% Add +6.8% 1,721 $949K
Cannon Wealth Management Services, LLC 0.77% Reduce -4.3% 1,718 $948K
Semitam Bonam LLC 0.89% — 1,717 $947K
Cornerstone Financial Group, LLC 0.81% Reduce -9.8% 1,717 $947K
Partners Wealth Management, LLC 1.08% No change 2,000 $945K
Ehrlich Financial Group 0.61% Reduce -38.2% 1,709 $943K
M.E. Allison & Co., Inc. 0.76% Add +4.2% 1,709 $943K
Godsey & Gibb, Inc. 0.09% Add +0.6% 1,704 $940K
Mma Asset Management LLC 0.36% Reduce -0.2% 1,704 $940K
Bennett Selby Investments LP 0.33% Reduce -16.6% 1,703 $939K
Northside Capital Management, LLC 0.07% No change 1,700 $938K
Synergy Asset Management, LLC 0.11% Add +5.5% 1,699 $937K
Nelson Capital Management, LLC 0.12% Add +0.6% 1,696 $936K
Whalerock Point Partners, LLC 0.21% Reduce -0.3% 1,696 $936K
Factor Wealth Management LTD 0.26% Add +17.6% 1,693 $934K
William Howard & Co Financial Advisors Inc 0.81% Reduce -1.7% 1,691 $933K
Moulton Wealth Management, Inc. 0.70% Add +10.2% 1,672 $930K
Rockland Trust Co. 0.05% Reduce -5.9% 1,685 $930K
Genesis Wealth Advisors, LLC 0.69% No change 1,679 $926K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% No change 1,676 $925K
Hudson Value Partners, LLC 0.32% Add +1.8% 1,676 $925K
Carret Asset Management, LLC 0.10% Add +12.4% 1,671 $922K
Atlas Capital Advisors Inc. 0.11% Reduce -40.5% 1,664 $918K
New Millennium Group LLC 0.51% Add +3.4% 1,663 $917K
Wealth Alliance, LLC 0.10% Add +5.7% 1,659 $915K
Wetzel Investment Advisors, Inc. 0.42% Reduce -1.7% 1,656 $914K
Synergy Financial Group, LTD 0.67% Reduce -1.8% 1,657 $914K
Meridian Financial Partners LLC 0.43% Add +2.7% 1,655 $913K
Deltec Asset Management LLC 0.16% New 1,651 $911K
Brown, Lisle/Cummings, Inc. 0.24% Add +12.3% 1,649 $910K
Ssa Swiss Advisors AG 0.44% Reduce -5.0% 1,613 $907K
Donaldson Capital Management, LLC 0.03% Add +1.4% 1,642 $906K
Register Financial Advisors LLC 0.39% Add +95.9% 1,638 $903K
Moseley Investment Management Inc. 0.31% Reduce -2.7% 1,632 $900K
Aspire Capital Advisors LLC 0.25% Add +0.4% 1,632 $900K
Financial Synergies Wealth Advisors, Inc. 0.10% Add +5.6% 1,628 $898K
Salomon & Ludwin, LLC 0.09% Reduce -21.8% 1,631 $898K
O'ROURKE & COMPANY, Inc 0.42% Add +62.9% 1,627 $897K
Foster Dykema Cabot & Partners, LLC 0.06% No change 1,623 $896K
Waterfront Wealth Inc. 0.20% Add +4.1% 1,621 $894K
Trivant Custom Portfolio Group, LLC 0.49% Reduce -23.6% 1,621 $894K
Marks Group Wealth Management, Inc 0.08% Reduce -0.4% 1,610 $888K
Eastover Investment Advisors LLC 0.40% Reduce -9.6% 1,608 $887K
ZWJ Investment Counsel Inc. 0.03% Add +8.4% 1,608 $887K
JGP Wealth Management, LLC 0.11% Add +12.6% 1,601 $883K
Heritage Wealth Advisors 0.04% Reduce -25.7% 1,598 $882K
Schneider Downs Wealth Management Advisors, LP 0.13% Add +12.8% 1,593 $879K
Garrison Point Advisors, LLC 0.40% Add +28.3% 1,593 $879K
Souders Financial Advisors 0.11% Add +2.4% 1,590 $877K
Freedom Financial Partners LLC 0.37% Add +0.1% 1,589 $876K
Park Edge Advisors, LLC 0.22% Add +130.7% 1,587 $876K
Total Wealth Planning, LLC 0.11% Reduce -1.8% 1,581 $872K
PFS Partners, LLC 0.44% Add +15.0% 1,576 $869K
EPG Wealth Management LLC 0.26% Reduce -59.7% 1,570 $866K
Ewa, LLC 0.27% Add +0.1% 1,569 $865K
Clifford Swan Investment Counsel LLC 0.03% Reduce -0.5% 1,566 $864K
Sprinkle Financial Consultants LLC 0.53% Add +3.6% 1,560 $861K
Center for Financial Planning, Inc. 0.10% Add +2.8% 1,560 $861K
Patten Group, Inc. 0.18% Reduce -3.8% 1,560 $861K
FSB Premier Wealth Management, Inc. 0.31% Reduce -1.3% 1,556 $858K
Total Investment Management Inc. 0.12% Reduce -97.0% 1,554 $857K
Shufro Rose & Co. LLC 0.07% No change 1,826 $856K
C2C Wealth Management, LLC 0.78% Add +4.7% 1,552 $856K
Palacios Wealth Management, LLC 0.70% Add +4.4% 1,547 $853K
Strategic Financial Partners, Ltd. 0.39% Reduce -0.3% 1,540 $850K
Vaughan David Investments LLC 0.02% Add +35.5% 1,539 $849K
Whipplewood Advisors, LLC 0.47% Add +181.3% 1,539 $849K
NewSquare Capital LLC 0.06% No change 1,538 $849K
SimpliFi, Inc. 0.37% Add +5.8% 1,537 $848K
Spreng Capital Management, Inc. 0.36% Add +47.0% 1,536 $847K
Symmetry Partners, LLC 0.10% Add +6.0% 1,533 $846K
Wealth Management Nebraska 0.11% Reduce -40.2% 1,541 $845K
Ledyard National Bank 0.08% Add +20.3% 1,529 $843K
GDS Wealth Management 0.06% Add +18.7% 1,526 $842K
Beacon Financial Group 0.09% Add +25.2% 1,526 $842K
Capital Wealth Management, LLC 0.31% Reduce -8.1% 1,520 $838K
HFG Wealth Management, LLC 0.51% Reduce -0.1% 1,786 $838K
Corepath Wealth Partners LLC 0.71% Add +85.3% 1,505 $837K
Oarsman Capital, Inc. 0.13% Add +14.8% 1,517 $837K
Traphagen Investment Advisors LLC 0.08% Reduce -11.7% 1,514 $835K
Grant Private Wealth Management Inc 0.47% Reduce -13.7% 1,513 $834K
Ranch Capital Advisors Inc. 0.36% Reduce -9.6% 1,512 $834K
Barnes Pettey Financial Advisors, LLC 0.56% No change 1,509 $832K
Waller Financial Planning Group, Inc. 0.20% Add +64.7% 1,509 $832K
Scott & Selber, Inc. 0.23% Reduce -5.0% 1,508 $832K
PrairieView Partners, LLC 0.08% Reduce -10.4% 1,508 $832K
Marble Harbor Investment Counsel, LLC 0.09% No change 1,507 $831K
Paragon Private Wealth Management, LLC 0.33% Add +3.5% 1,504 $830K
Athena Investment Management 0.46% New 1,504 $830K
Mirabella Financial Services LLP 0.09% New 1,504 $830K
Cutler Investment Counsel LLC 0.09% Reduce -0.9% 1,500 $828K
Bill Few Associates, Inc. 0.23% Reduce -0.9% 1,499 $827K
Roehl & Yi Investment Advisors, LLC 0.42% Add +1.2% 1,498 $826K
Liberty Capital Management, Inc. 0.17% No change 1,493 $823K
Precedent Wealth Partners, LLC 0.20% Reduce -0.2% 1,490 $822K
Fortitude Financial, LLC 0.73% Add +249.7% 23,104 $821K
Optimum Investment Advisors 0.36% Add +0.5% 1,489 $821K
Wulff, Hansen & Co. 0.70% Reduce -0.7% 1,485 $819K
ZynergyRetirementPlanningLLC 0.55% No change 1,480 $816K
Ascent Group, LLC 0.03% Reduce -6.0% 1,472 $812K
Chesley Taft & Associates LLC 0.04% No change 1,471 $811K
5T Wealth, LLC 0.41% Reduce -43.3% 1,468 $811K
Parkshore Wealth Management, Inc. 0.40% Reduce -4.0% 1,468 $810K
Firestone Capital Management 0.19% Add +13.9% 1,468 $810K
WPWealth LLP 0.15% Add +17.0% 1,464 $808K
Ceera Investments, LLC 0.25% No change 1,462 $806K
Trust Co of Kansas 0.38% Add +6.7% 1,459 $805K
BridgePort Financial Solutions, LLC 0.27% Add +2.0% 1,454 $802K
Aerodigm Wealth, LLC 0.38% Add +0.1% 1,452 $801K
Mosaic Family Wealth Partners, LLC 0.10% Reduce -17.2% 1,451 $800K
Future Financial Wealth Managment LLC 0.55% Add +0.3% 1,451 $800K
Ergawealth Advisors, Inc. 0.36% Add +10.4% 1,449 $799K
Peninsula Asset Management Inc. 0.42% Add +3.6% 1,446 $798K
Future Fund LLC 0.35% New 1,441 $795K
Tamar Securities, LLC 0.10% Add +9.3% 1,439 $794K
Lifestyle Asset Management, Inc. 0.37% New 1,436 $792K
Prudential PLC 0.00% Reduce -50.1% 1,434 $791K
Old North State Trust, LLC 0.54% Reduce -0.6% 1,429 $788K
KFA Private Wealth Group, LLC 0.24% Reduce -3.3% 1,424 $786K
Great Lakes Retirement, Inc. 0.09% Reduce -7.1% 1,422 $785K
W1M Investment Management Ltd 0.01% No change 1,422 $784K
One Degree Advisors Inc 0.28% Add +0.8% 1,422 $784K
Parr McKnight Wealth Management Group, LLC 0.11% Add +4.0% 1,420 $783K
Thrive Wealth Management, LLC 0.13% Add +12.2% 1,419 $783K
WESPAC Advisors SoCal, LLC 0.17% No change 1,416 $781K
Everhart Financial Group, Inc. 0.09% Reduce -1.6% 1,414 $780K
RAM Investment Partners, LLC 0.16% Add +21.6% 1,413 $780K
Cura Wealth Advisors, LLC 0.36% Reduce -23.5% 1,411 $778K
Emerald Advisors, LLC 0.10% No change 1,410 $778K
Signature Wealth Management Partners, LLC 0.44% Add +14.8% 1,409 $777K
Up Strategic Wealth Investment Advisors LLC 0.61% Add +2.2% 1,408 $777K
Inman Jager Wealth Management, LLC 0.52% Add +1.7% 1,406 $776K
Ted Buchan & Co 0.31% Add +3.8% 1,404 $775K
MassMutual Private Wealth & Trust, FSB 0.02% Add +12.1% 1,404 $775K
United Bank 0.30% No change 1,403 $774K
Truepoint, Inc. 0.02% Add +3.7% 1,403 $774K
Biltmore Family Office, LLC 0.13% No change 1,398 $772K
Canandaigua National Trust Co of Florida 0.55% Reduce -1.1% 1,399 $772K
Hoffman, Alan N Investment Management 0.38% No change 1,397 $771K
Abbot Financial Management, Inc. 0.36% Add +5.7% 1,396 $770K
Addison Advisors LLC 0.19% No change 1,396 $770K
Resolute Wealth Strategies, LLC 0.41% Add +0.4% 1,395 $770K
Opal Wealth Advisors, LLC 0.21% Add +21.3% 1,394 $769K
Hamilton Point Investment Advisors, LLC 0.13% No change 1,391 $768K
Durante & Waters, LLC 0.60% No change 1,380 $761K
Sweeney & Michel, LLC 0.27% Add +112.1% 1,368 $758K
Matrix Asset Advisors Inc. 0.08% Add +1.7% 1,371 $757K
Excalibur Management Corp. 0.28% Add +0.1% 1,366 $754K
Legacy Solutions, LLC 0.72% No change 1,358 $749K
Tilia Fiduciary Partners, Inc. 0.46% Reduce -0.4% 1,355 $747K
Stephen J. Garry & Associates, LLC 0.65% Add +0.4% 1,355 $747K
Paradigm Capital Management, LLC 0.75% Add +49.3% 1,354 $747K
Opes Wealth Management LLC 0.13% Reduce -11.0% 1,354 $747K
Nautilus Advisors LLC 0.55% Add +3.8% 1,352 $746K
SC&H Financial Advisors, Inc. 0.13% Add +2.3% 1,351 $745K
Prasad Wealth Partners, LLC 0.22% Reduce -2.0% 1,351 $745K
Sharkey, Howes & Javer 0.10% Reduce -9.5% 1,351 $745K
Cibc World Markets Corp. 0.00% Reduce -85.8% 1,350 $745K
Formidable Asset Management, LLC 0.12% No change 1,587 $744K
McLean Asset Management Corp 0.20% Reduce -0.7% 1,349 $743K
Abacus Wealth Partners, LLC 0.11% Add +109.5% 1,347 $743K
Wealth Alliance Advisory Group, LLC 0.14% Add +61.0% 1,344 $742K
Crumly & Associates Inc. 0.18% Add +0.1% 1,342 $741K
Blue Chip Partners, LLC 0.06% Add +75.0% 1,339 $738K
DGS Capital Management, LLC 0.15% Add +13.7% 1,336 $737K
Fusion Capital, LLC 0.25% Add +12.9% 1,333 $736K
Bell Investment Advisors, Inc 0.13% Reduce -0.4% 1,332 $735K
Wellington Shields Capital Management, LLC 0.12% Add +109.6% 1,331 $734K
Oak Wealth Advisors LLC 0.47% No change 1,327 $732K
Variant Private Wealth, LLC 0.76% Add +0.1% 1,325 $731K
Equita Financial Network, Inc. 0.29% Reduce -10.5% 1,324 $730K
Dynamic Financial Group 0.70% Add +32.7% 1,323 $730K
Diligent Investors, LLC 0.17% Add +11.2% 1,322 $729K
4J Wealth Management LLC 0.49% Add +4.9% 1,320 $728K
Natural Investments, LLC 0.19% No change 1,319 $727K
Pitti Group Wealth Management, LLC 0.63% Add +2.5% 1,318 $727K
Stone Summit Wealth LLC 0.22% Reduce -0.2% 1,316 $726K
Dodds Wealth, LLC 0.19% Add +2.6% 1,316 $726K
D L Carlson Investment Group Inc. 0.13% Reduce -0.7% 1,315 $725K
Oldfather Financial Services, LLC 0.25% Reduce -3.0% 1,314 $725K
Sage Financial Group Inc. 0.05% Reduce -25.1% 1,313 $724K
American Institute for Advanced Investment Management, LLP 0.51% Reduce -0.4% 1,310 $723K
Montis Financial, LLC 0.20% Reduce -10.8% 1,309 $722K
Clarity Capital Advisors, LLC 0.42% Add +0.1% 1,309 $722K
Brogan Financial, Inc. 0.32% Add +15.6% 1,305 $720K
MTM Investment Management, LLC 0.24% Add +0.4% 1,302 $718K
LRI Investments, LLC 0.06% No change 1,299 $717K
CGN Advisors LLC 0.06% No change 1,297 $715K
TLWM 0.14% No change 1,296 $715K
McCollum Christoferson Group LLC 0.21% Add +4.0% 1,295 $714K
DiNuzzo Private Wealth, Inc. 0.08% No change 1,295 $714K
Legacy Trust 0.17% Add +20.9% 1,292 $713K
JNBA Financial Advisors 0.07% Reduce -1.8% 1,289 $711K
IAG Wealth Partners, LLC 0.09% Add +0.3% 1,287 $710K
Acute Investment Advisory, LLC 5.79% Reduce -39.5% 1,287 $710K
Barr E S & Co. 0.04% Reduce -1.9% 1,285 $709K
Godshalk Welsh Capital Management, Inc. 0.44% Reduce -1.9% 1,285 $709K
Kera Capital Partners, Inc. 0.14% New 1,285 $709K
Logan Stone Capital, LLC 0.33% Reduce -66.0% 1,283 $708K
Pennsylvania Capital Management Inc. 0.23% No change 1,279 $706K
Nvwm, LLC 0.17% Add +331.9% 1,274 $703K
Northstar Financial Companies, Inc. 0.73% Add +100.2% 1,273 $702K
Cobblestone Capital Advisors LLC 0.04% Reduce -2.0% 1,271 $701K
Cambridge Capital Management, LLC 0.38% No change 1,271 $701K
Transce3nd, LLC 0.30% Add +97.4% 1,269 $700K
St Germain D J Co. Inc. 0.03% Reduce -0.4% 1,266 $698K
Essex LLC 0.14% Add +2.0% 1,265 $698K
M. Kulyk & Associates, LLC 0.15% No change 1,265 $698K
Strategic Wealth Investment Group, LLC 1.01% Add +18.9% 1,263 $697K
Pin Oak Investment Advisors Inc. 0.59% Add +13.0% 1,484 $696K
Centerpoint Advisory Group 0.60% Reduce -2.9% 1,260 $695K
Fagan Associates, Inc. 0.11% Reduce -3.4% 1,259 $695K
Allen Capital Group, LLC 0.07% Add +133.0% 1,258 $694K
Basso Capital Management, L.P. 0.51% Reduce -26.4% 1,257 $693K
Peoples Bank 0.43% Reduce -10.8% 1,254 $692K
Hidden Cove Wealth Management, LLC 0.50% Reduce -5.5% 1,252 $691K
Choice Wealth Advisors LLC 0.31% No change 1,248 $688K
Von Berge Wealth Management Group, LLC 0.39% Reduce -7.2% 1,224 $687K
M Wealth Management, LLC 0.63% No change 1,244 $686K
OLIO Financial Planning 0.22% No change 1,237 $682K
Burns Matteson Capital Management, LLC 0.33% Add +8.7% 1,237 $682K
David Wealth Management LLC 0.51% Add +0.2% 1,235 $681K
One Wealth Advisors, LLC 0.09% Add +168.3% 1,234 $681K
Alexander Randolph Advisory, Inc. 0.61% Reduce -1.1% 1,232 $680K
Occidental Asset Management, LLC 0.09% Add +1.7% 1,230 $678K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -0.2% 1,229 $678K
Johnson & White Wealth Management, LLC 0.34% Reduce -1.7% 1,227 $677K
Bragg Financial Advisors, Inc 0.02% No change 1,226 $676K
Client 1ST Advisory Group, LLC 0.24% Add +15.2% 1,224 $675K
Quantum Financial Planning Services, Inc. 0.32% Add +0.2% 1,222 $674K
Debussy Capital Management LP 0.10% Reduce -2.9% 1,219 $672K
Trinity Legacy Partners, LLC 0.16% Add +0.1% 1,204 $671K
Noesis Capital Mangement Corp. 0.12% Reduce -3.3% 1,216 $671K
Stratos Investment Management, LLC 0.03% Reduce -26.8% 1,215 $670K
Hartford Financial Management Inc. 0.18% Add +4.0% 1,211 $668K
Valley Wealth Managers, Inc. 0.05% Reduce -6.3% 1,210 $667K
Climber Capital SA 0.43% Add +29.3% 1,215 $667K
BOS Asset Management, LLC 0.21% No change 1,202 $663K
Legacy Capital Wealth Partners, LLC 0.15% Reduce -0.1% 1,200 $662K
Rice Partnership, LLC 0.11% Add +15.0% 1,180 $651K
Zullo Investment Group, Inc. 0.26% Add +0.3% 1,179 $651K
Willow Creek Wealth Management Inc. 0.06% Add +27.1% 1,179 $651K
Libra Wealth LLC 0.21% Add +7.7% 1,172 $647K
White Pine Capital LLC 0.21% Add +0.9% 1,172 $646K
Strategic Planning Group, LLC 0.10% Add +0.7% 1,171 $646K
Oak Harvest Investment Services 0.08% Reduce -5.0% 1,170 $645K
Childress Capital Advisors, LLC 0.16% No change 1,168 $644K
Seek First Inc. 0.52% Add +4.0% 1,167 $644K
Grey Fox Wealth Advisors, LLC 0.15% Reduce -32.1% 1,165 $643K
Integras Partners LLC 0.69% New 1,159 $639K
Pacific Sage Partners, LLC 0.13% Reduce -2.2% 1,159 $639K
FWG Investments, LLC. 0.49% New 1,158 $639K
Capital Advantage, Inc. 0.10% Reduce -29.7% 1,156 $638K
DDFG, Inc 0.16% No change 1,155 $637K
Northeast Planning Associates, Inc. / NH / 0.59% No change 1,153 $636K
Catalyst Financial Partners LLC 0.07% Add +29.8% 1,153 $636K
Agate Pass Investment Management, LLC 0.26% New 1,150 $634K
Prudential Financial Inc. 0.00% No change 1,150 $634K
Baskin Financial Services Inc. 0.05% No change 1,151 $634K
Carrera Capital Advisors 0.13% Add +8.2% 1,148 $634K
WestHill Financial Advisors, Inc. 0.13% Add +0.2% 1,148 $634K
First National Advisers, LLC 0.09% Reduce -13.1% 1,146 $632K
Henrickson Nauta Wealth Advisors, Inc. 0.22% Add +106.7% 1,145 $632K
Autumn Glory Partners, LLC 0.30% Reduce -36.4% 1,144 $631K
Summit Wealth & Retirement Planning, Inc. 0.17% No change 1,144 $631K
LPWM LLC 0.18% No change 1,142 $630K
ABLE Financial Group, LLC 0.15% Add +24.1% 1,136 $627K
Brasada Capital Management, LP 0.11% No change 1,124 $625K
Towerpoint Wealth, LLC 0.28% New 1,132 $624K
BCU Wealth Advisors, LLC 0.28% Add +0.1% 1,130 $623K
Riggs Asset Managment Co. Inc. 0.15% Add +2.1% 1,128 $622K
RHS Financial, LLC 0.35% Reduce -38.3% 1,128 $622K
MADDEN SECURITIES Corp 0.21% No change 1,124 $620K
Farmers National Bank 0.16% Reduce -8.6% 1,122 $619K
DDD Partners, LLC 0.07% No change 1,117 $616K
Community Financial Services Group, LLC 0.12% Reduce -23.2% 1,117 $616K
Koa Wealth Management, LLC 0.49% Reduce -1.3% 1,114 $615K
Harbor Asset Planning, Inc. 0.59% — 1,112 $614K
Raffa Wealth Management, LLC 0.12% Add +3.0% 1,109 $612K
Creekside Partners 0.29% Reduce -0.2% 1,106 $610K
InTrack Investment Management Inc 0.41% Reduce -1.3% 1,105 $610K
BankPlus Wealth Management LLC 0.40% Add +0.1% 1,104 $609K
Crux Wealth Advisors 0.26% Add +1.2% 1,101 $608K
RCS Financial Planning, LLC 0.30% Add +0.5% 1,097 $606K
KMG Fiduciary Partners, LLC 0.04% Add +44.9% 1,098 $606K
J2 Capital Management Inc 0.48% Reduce -8.0% 1,098 $606K
Gradient Capital Advisors, LLC 0.18% Add +0.1% 1,097 $605K
Archford Capital Strategies, LLC 0.08% Reduce -8.1% 1,095 $604K
Summit Financial Strategies, Inc. 0.06% Add +0.4% 1,094 $603K
Drive Wealth Management, LLC 0.13% Add +16.7% 1,092 $603K
Investment Management Corp. /Va/ 0.55% Add +2.0% 1,093 $603K
Park Place Capital Corp 0.14% Reduce -8.8% 1,102 $603K
Willis Johnson & Associates, Inc. 0.04% Add +9.1% 1,091 $602K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Reduce -37.7% 1,084 $598K
Constant Guidance Financial LLC 0.60% Reduce -34.2% 1,083 $597K
Colonial Trust Advisors 0.05% Add +0.8% 1,080 $596K
TPG Advisors LLC 0.43% Add +12.8% 1,077 $594K
Peak Retirement Planning, Inc. 0.24% Reduce -93.5% 1,077 $594K
Schrum Private Wealth Management LLC 0.48% Reduce -8.5% 1,076 $594K
Keystone Financial Services 0.20% Reduce -15.7% 1,076 $594K
Holland Advisory Services, Inc. 0.87% Add +10.3% 1,075 $593K
GoalVest Advisory LLC 0.15% Add +3.1% 1,072 $591K
L2 Asset Management, LLC 0.10% New 1,067 $589K
Wealthcare Capital Management LLC 0.06% New 1,067 $589K
4Thought Financial Group Inc. 0.31% Add +106.4% 1,067 $589K
Brady Family Wealth, LLC 0.18% Reduce -0.4% 1,064 $587K
Whitener Capital Management, Inc. 0.16% Add +48.3% 1,062 $586K
Bryant Woods Investment Advisors, LLC 0.25% Reduce -3.2% 1,061 $585K
Chapman Financial Group, LLC 0.50% — 1,060 $585K
Western Pacific Wealth Management, LP 0.56% Reduce -14.4% 1,060 $585K
ORG Partners LLC 0.13% Reduce -24.3% 1,065 $583K
Stonebridge Capital Advisors LLC 0.04% Add +3.0% 1,056 $583K
Pathway Financial Advisers, LLC 0.19% New 1,055 $582K
Avion Wealth 0.13% Add +17.5% 1,056 $582K
Gables Capital Management Inc. 0.28% Reduce -1.9% 1,055 $582K
Collar Capital Management, LLC 0.49% No change 1,054 $581K
Copperwynd Financial, LLC 0.14% Reduce -98.0% 1,054 $581K
Vested Financial Planning, LLC 0.52% No change 1,050 $579K
Joel Adams & Associates, Inc. 0.51% No change 1,050 $579K
CTC Alternative Strategies, Ltd. 0.51% No change 1,050 $579K
West Bancorporation Inc. 0.37% Reduce -14.3% 1,050 $579K
CHB Investment Group, LLC 0.30% Add +9.6% 1,049 $579K
Garrett Wealth Advisory Group, LLC 0.12% Reduce -3.2% 1,046 $577K
Verum Partners LLC 0.13% Add +0.1% 1,045 $577K
First Financial Bank - Trust Division 0.05% Add +34.4% 1,044 $576K
Kennedy Investment Group, Inc. 0.24% Add +11.8% 1,043 $576K
Goepper Burkhardt LLC 0.21% Reduce -28.0% 1,043 $575K
Peak Financial Management, Inc. 0.16% Add +3.6% 1,041 $574K
Main Street Research LLC 0.04% Add +31.5% 1,039 $574K
Flynn Zito Capital Management, LLC 0.24% Reduce -1.5% 1,040 $574K
Independent Family Office, LLC 0.27% Reduce -27.6% 1,039 $573K
West Michigan Advisors, LLC 0.16% Reduce -26.5% 1,034 $571K
Sageworth Trust Co 0.03% No change 1,034 $570K
Teachers Insurance & Annuity Association of America 0.71% Reduce -13.3% 1,033 $570K
Kavar Capital Partners Group, LLC 0.08% Add +0.6% 1,032 $569K
Lodestone Wealth Management LLC 0.28% No change 1,027 $567K
Kirtland Hills Capital Management, LLC 0.26% New 1,027 $567K
Heritage Investment Group, Inc. 0.10% Reduce -4.4% 1,025 $565K
Shilanski & Associates, Inc. 0.16% Add +0.1% 1,019 $562K
Verus Financial Partners, Inc. 0.06% Add +32.0% 1,011 $562K
2UniFi Bank 0.32% Add +3.5% 1,019 $562K
Applied Capital LLC 0.25% Reduce -6.8% 1,017 $561K
Wealthcare Capital Partners, LLC 0.28% Reduce -6.5% 1,017 $561K
Westshore Wealth, LLC 0.22% Add +2.8% 1,016 $560K
Investidor Profissional Gestao de Recursos Ltda. 0.38% New 1,015 $560K
Hickory Point Bank & Trust 0.45% No change 1,014 $559K
One Charles Private Wealth Services, LLC 0.16% Reduce -14.9% 1,014 $559K
Hurlow Wealth Management Group, Inc. 0.16% Reduce -17.7% 1,012 $558K
Quest Investment Management LLC 0.06% Reduce -4.2% 1,011 $558K
AlpenGlobal Capital LLC 0.33% Add +0.3% 1,011 $558K
AIMZ Investment Advisors, LLC 0.19% Add +0.1% 1,010 $557K
Consilium Wealth Advisory, LLC 0.23% Reduce -2.0% 1,007 $555K
HTG Investment Advisors, Inc. 0.21% Reduce -1.3% 1,006 $555K
Lazard Freres Gestion S.A.S. 0.01% Add +9.8% 1,005 $554K
Wealthstream Advisors, Inc. 0.09% Reduce -0.4% 1,004 $554K
ZEGA Investments, LLC 0.14% Reduce -71.2% 1,003 $553K
Rise Advisors, LLC 0.22% Reduce -1.2% 1,003 $553K
Friday Financial 0.28% Add +1.2% 1,002 $552K
Clal Insurance Enterprises Holdings Ltd 0.01% New 1,000 $552K
Gruss & Co., LLC 2.58% No change 1,000 $552K
Rockbridge Investment Management, LCC 0.06% Add +0.6% 997 $550K
Highland Capital Management, LLC 0.03% No change 989 $546K
Worth Financial Advisory Group, LLC 0.33% Add +2.9% 987 $545K
Global View Capital Management LLC 0.17% Reduce -14.0% 984 $543K
Aureus Asset Management, LLC 0.03% No change 982 $542K
Beverly Hills Private Wealth, LLC 0.10% No change 978 $540K
Fortune Financial Advisors, LLC 0.43% Reduce -13.9% 976 $538K
Gibson Capital, LLC 0.11% Reduce -0.5% 976 $538K
Brio Consultants, LLC 0.08% Reduce -4.7% 975 $538K
Canopy Partners, LLC 0.20% No change 974 $537K
FLC Capital Advisors 0.11% Add +8.5% 973 $537K
LVZ, Inc. 0.06% Add +3.0% 972 $536K
First Bancorp, Inc 0.31% No change 971 $536K
Nottingham Advisors, Inc. 0.08% No change 971 $536K
Strategic Investment Solutions, Inc. 0.16% Add +210.3% 968 $534K
Heritage Wealth Management, Inc. 0.17% Add +6.4% 967 $533K
Asset Planning Services Inc. /La/ 0.25% Add +3.4% 965 $533K
BlueStem Wealth Partners, LLC 0.07% Add +6.5% 966 $533K
Bluesphere Advisors LLC 0.27% Reduce -1.7% 966 $533K
Morey & Quinn Wealth Partners, LLC 0.43% Add +21.8% 966 $533K
First Financial Bankshares Inc 0.01% Add +3.1% 964 $532K
Accelerate Investment Advisors LLC 0.40% Add +31.6% 963 $531K
Ridgepath Capital Management LLC 0.24% No change 960 $529K
AGH Wealth Advisors, LLC 0.44% No change 957 $528K
Waterway Wealth Management, LLC 0.16% No change 955 $527K
Redwood Wealth Management Group, LLC 0.24% Add +13.1% 953 $526K
TriaGen Wealth Management LLC 0.16% Reduce -29.6% 953 $526K
TL Private Wealth 0.22% Add +0.2% 952 $525K
Windsor Capital Management, LLC 0.15% Add +3.9% 951 $525K
Permanens Capital L.P. 0.07% Add +41.6% 950 $525K
China Universal Asset Management Co., Ltd. 0.05% Add +61.0% 950 $525K
Hamilton Capital, LLC 0.03% No change 949 $524K
MJP Associates Inc. 0.08% Add +5.5% 948 $523K
Rosenberg Matthew Hamilton 0.12% Add +24.3% 948 $523K
Hobart Private Capital, LLC 0.12% Reduce -27.9% 948 $523K
Washington Trust Advisors, Inc. 0.04% Add +441.1% 947 $522K
Gallagher Fiduciary Advisors, LLC 0.02% Add +3.4% 947 $522K
Nicolet Advisory Services, LLC 0.04% Reduce -26.8% 941 $521K
Nicholson Wealth Management Group, LLC 0.32% Add +10.9% 945 $521K
Cooper/Haims Advisors, LLC 0.26% Add +2.7% 944 $521K
Cullinan Associates Inc. 0.03% Reduce -9.6% 943 $520K
Dentgroup LLC 0.36% No change 943 $520K
Barlow Wealth Partners, LLC 0.06% No change 944 $520K
Hartmann Taylor Wealth Management, LLC 0.43% Reduce -0.1% 942 $520K
Dixon Fnancial Services, Inc. 0.26% No change 941 $519K
Paradigm, Strategies in Wealth Management, LLC 0.34% Add +4.6% 940 $519K
Culbertson A N & Co. Inc. 0.08% No change 937 $517K
Strategic Investment Advisors / MI 0.05% Add +2.3% 936 $517K
Birch Financial Group, LLC 0.41% Add +11.2% 934 $515K
Parkworth Wealth Management, Inc. 0.37% Add +0.2% 933 $515K
Long Island Wealth Management, Inc. 0.27% Add +3.3% 932 $514K
Siligmueller & Norvid Wealth Advisors LLC 0.20% Add +0.3% 922 $514K
Beese Fulmer Investment Management, Inc. 0.04% No change 931 $514K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +0.1% 929 $513K
RW Investment Management LLC 0.06% Reduce -3.7% 919 $507K
Shepherd Kaplan Krochuk, LLC 0.44% New 919 $507K
SYM FINANCIAL Corp 0.06% Reduce -2.5% 919 $507K
Cape Ann Savings Bank 0.30% No change 918 $506K
Elser Financial Planning, Inc 0.63% Add +77.7% 917 $506K
Sara-Bay Financial 0.18% New 913 $504K
Wrenne Financial Planning LLC 0.24% Reduce -11.6% 912 $503K
Avant Financial Advisors LLC 0.41% No change 909 $502K
Matthew Goff Investment Advisor, LLC 0.09% Add +28.8% 909 $501K
Trust Co of the South 0.09% No change 909 $501K
Butensky & Cohen Financial Security, Inc. 0.15% Reduce -8.5% 907 $500K
DMC Group, LLC 0.39% Add +63.2% 906 $500K
Braun-Bostich & Associates Inc. 0.34% Add +0.1% 905 $499K
Rogco, LP 0.19% Add +3.4% 905 $499K
LTG Capital LLC 0.43% Reduce -1.6% 903 $498K
Landaas & Co. /Wi 0.12% No change 902 $498K
Divergent Planning, LLC 0.15% Reduce -15.3% 910 $498K
Brave Asset Management Inc. 0.14% New 902 $498K
IFC Advisors LLC 0.09% Add +67.3% 900 $496K
Baron Silver Stevens Financial Advisors, LLC 0.08% Reduce -13.5% 900 $496K
Philadelphia Trust Co. 0.04% Reduce -5.6% 899 $496K
ICONIQ Capital, LLC 0.01% Add +0.1% 898 $495K
Balance Wealth Partners LLC 0.29% Add +4.7% 895 $494K
Iowa State Bank 0.10% Reduce -9.8% 892 $492K
Turning Point Benefit Group, Inc. 0.37% Reduce -27.0% 890 $491K
Almanack Investment Partners, LLC. 0.08% Add +64.0% 889 $491K
Hemington Wealth Management 0.07% No change 890 $490K
WASHINGTON TRUST Co 0.02% Add +3.6% 887 $489K
Prairieview Wealth Partners, LLC 0.50% Reduce -6.6% 881 $486K
Compass Planning Associates Inc 0.45% No change 879 $485K
Grove Bank & Trust 0.06% No change 878 $484K
Horizon Investments, LLC 0.01% Reduce -5.4% 878 $484K
Lantz Financial LLC 0.12% Add +18.5% 876 $483K
Miramar Capital, LLC 0.11% Reduce -46.2% 875 $483K
First Long Island Investors, LLC 0.04% No change 875 $483K
Planning Alternatives Ltd. 0.07% No change 873 $481K
Mountain Pacific Investment Advisers LLC 0.03% No change 871 $480K
Forte Asset Management LLC 0.24% No change 870 $480K
Kondo Wealth Advisors, Inc. 0.21% Add +11.1% 874 $478K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +28.5% 866 $478K
Hohimer Wealth Management, LLC 0.09% No change 861 $475K
Lakeridge Wealth Management LLC 0.22% No change 860 $475K
High Net Worth Advisory Group LLC 0.13% Add +4.5% 860 $474K
Orcam Financial Group 0.41% Reduce -5.9% 859 $474K
Gridiron Partners, LLC 0.29% No change 858 $473K
Provident Wealth Management, LLC 0.15% No change 857 $473K
Sather Financial Group Inc 0.03% Add +0.6% 857 $473K
Pension & Wealth Management Advisors, Inc. 0.16% Reduce -0.8% 851 $470K
Crown Wealth Group, LLC 0.18% Reduce -64.9% 851 $469K
Heritage Financial Services, LLC 0.05% Add +12.6% 851 $469K
Sugar Maple Asset Management, LLC 0.37% New 850 $469K
Councilmark Asset Management, LLC 0.30% No change 850 $469K
Twin Lakes Capital Management, LLC 0.28% Add +0.1% 849 $468K
Matisse Capital 0.22% No change 848 $468K
Sculati Wealth Management, LLC 0.18% Add +17.8% 848 $468K
Boston Research & Management Inc. 0.11% Add +8.8% 845 $466K
Narus Financial Partners, LLC 0.15% Reduce -0.8% 845 $466K
Paces Ferry Wealth Advisors, LLC 0.21% Add +37.8% 843 $465K
Trinity Financial Advisors LLC 0.14% Reduce -5.3% 842 $465K
Bangor Savings Bank 0.04% No change 840 $463K
Wealth Advisors of Iowa, LLC 0.17% New 840 $463K
Opus Capital Group, LLC 0.06% Reduce -70.3% 840 $463K
Columbus Macro, LLC 0.06% Add +83.0% 838 $462K
Integris Wealth Management, LLC 0.12% Add +29.6% 837 $462K
Southeast Asset Advisors, LLC 0.05% Add +0.2% 836 $461K
OMNI 360 Wealth, Inc. 0.29% Reduce -0.6% 835 $461K
Clean Yield Group 0.14% No change 835 $461K
Headland Capital, LLC 0.14% Add +6.4% 831 $459K
Abacus Planning Group, Inc. 0.07% Reduce -23.6% 830 $458K
Solutions 4 Wealth, Ltd 0.76% Add +91.2% 826 $456K
Chancellor Financial Group WB LP 0.35% Reduce -10.8% 824 $455K
Foster & Motley Inc. 0.03% Add +6.7% 823 $454K
Cathy Pareto & Associates, Inc. 0.37% Add +5.8% 822 $454K
First Community Trust NA 0.37% No change 821 $453K
Aberdeen Group plc 0.00% New 822 $453K
Auxano Advisors, LLC 0.11% Reduce -1.3% 820 $452K
Strathmore Capital Advisors, Inc. 0.20% — 812 $452K
Carson Advisory Inc. 0.29% Add +15.5% 818 $451K
Sunpointe, LLC 0.18% New 816 $451K
Range Financial Group LLC 0.18% Reduce -0.5% 816 $450K
Syntax Research, Inc. 0.32% Add +0.1% 816 $450K
Collective Family Office LLC 0.12% Reduce -0.2% 815 $450K
Valicenti Advisory Services Inc. 0.10% Reduce -1.8% 813 $448K
Summit Financial Wealth Advisors, LLC 0.08% Add +40.9% 809 $446K
Inspire Advisors, LLC 0.05% Add +32.0% 805 $444K
Wealthstar Advisors, LLC 0.17% Reduce -1.6% 805 $444K
Burkett Financial Services, LLC 0.16% Add +0.1% 804 $443K
TAGStone Capital, Inc. 0.18% No change 771 $443K
Del-Sette Capital Management, LLC 0.31% New 800 $442K
Old Second National Bank of Aurora 0.10% Add +3.2% 800 $441K
Moody National Bank Trust Division 0.04% No change 800 $441K
Bearing Point Capital, LLC 0.08% Add +22.0% 799 $441K
Endeavor Private Wealth, Inc. 0.21% Add +78.9% 798 $440K
Washington Trust Bank 0.04% Reduce -4.0% 796 $439K
Stordahl Capital Management, Inc. 0.10% No change 795 $439K
Great Waters Wealth Management 0.06% Add +29.3% 795 $439K
Gitterman Wealth Management, LLC 0.10% No change 794 $438K
Baugh & Associates, LLC 0.23% Add +1.5% 806 $437K
Yardley Wealth Management LLC 0.24% Add +2.9% 791 $436K
Stevens Capital Partners 0.16% New 767 $435K
Woodward Diversified Capital, LLC 0.22% Reduce -45.6% 788 $435K
Horizons Wealth Management 0.31% Reduce -5.2% 787 $434K
Tenon Financial LLC 0.19% Add +0.1% 787 $434K
Phillips Financial Management, LLC 0.03% Reduce -1.1% 786 $434K
Bridge Creek Capital Management LLC 0.13% Add +11.1% 781 $431K
Suncoast Equity Management 0.04% Add +5.5% 781 $431K
Monograph Wealth Advisors, LLC 0.05% No change 780 $431K
Boston Trust Walden Corp 0.00% Reduce -1.3% 777 $429K
Arrien Investments, Inc. 0.27% Add +1.4% 776 $428K
RWQ Financial Management Services, Inc. 0.18% New 776 $428K
Arbor Capital Management Inc. 0.37% Add +63.4% 750 $428K
Dymon Asia Capital (singapore) Pte. LTD. 0.30% Add +51.7% 775 $428K
Adell Harriman & Carpenter Inc. 0.03% Add +6.2% 774 $427K
MRA Advisory Group 0.20% Add +0.1% 774 $427K
Sensible Money, LLC 0.16% Reduce -36.2% 773 $426K
Disciplined Investors, L.L.C. 0.33% Add +13.9% 772 $426K
Asset Planning Corporation 0.23% Reduce -0.5% 770 $425K
Burling Wealth Partners, LLC 0.08% Add +52.6% 769 $424K
Leigh Baldwin & Co., LLC 0.28% Reduce -8.9% 767 $423K
J. W. Coons Advisors, LLC 0.10% No change 761 $420K
Tectonic Advisors LLC 0.02% No change 760 $419K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% Add +0.3% 760 $419K
Orrstown Financial Services Inc. 0.09% New 757 $418K
Stevens Capital Management LP 0.11% Reduce -94.0% 756 $417K
LVW Advisors, LLC 0.05% No change 755 $417K
Sollinda Capital Management LLC 0.11% Reduce -3.7% 755 $416K
Lynx Investment Advisory 0.27% Add +0.3% 753 $415K
Kirr Marbach & Co. LLC 0.08% No change 750 $414K
Parker Financial LLC 0.18% No change 750 $414K
Skylands Capital, LLC 0.06% No change 750 $414K
Financial Management Professionals, Inc. 0.05% Add +2390.0% 747 $413K
Farmers & Merchants Investments Inc. 0.01% Add +3.6% 743 $410K
Clark Wealth Partners 0.28% Add +0.1% 742 $409K
Alesco Advisors, LLC, An ESL Co 0.01% No change 740 $408K
1776 Wealth LLC 0.17% No change 738 $407K
Mayfair Advisory Group, LLC 0.19% No change 708 $407K
Trueblood Wealth Management, LLC 0.17% No change 737 $407K
Bath Savings Trust Co 0.04% Add +0.6% 736 $406K
Prosperity Financial Group, Inc. 0.17% Add +0.4% 735 $406K
Fearless Solutions, LLC dba Best Invest 0.28% Add +0.3% 735 $406K
Arbor Trust Wealth Advisors, LLC 0.20% No change 734 $405K
Abound Financial, LLC 0.18% Reduce -18.0% 735 $405K
Brooklyn FI, LLC 0.10% Reduce -0.1% 734 $405K
Spectrum Planning & Advisory Services Inc. 0.26% No change 733 $405K
Pavion Blue Capital, LLC 0.18% No change 731 $403K
Shira Ridge Wealth Management 0.18% No change 731 $403K
WFA of San Diego, LLC 0.30% — 728 $402K
Legacy Capital Group California, Inc. 0.11% Add +0.4% 727 $401K
Avalon Trust Co 0.03% Reduce -7.9% 725 $400K
GW Henssler & Associates Ltd. 0.02% Reduce -3.0% 723 $399K
Manufacturers Life Insurance Company, The 0.00% Reduce -99.9% 723 $399K
RBA Wealth Management, LLC 0.15% Add +0.6% 720 $397K
Howe & Rusling Inc. 0.03% Add +24.0% 718 $396K
Loudon Investment Management, LLC 0.22% Add +1.3% 717 $396K
Vanguard Capital Wealth Advisors 0.39% No change 715 $394K
Corundum Group, Inc. 0.17% No change 715 $394K
Wells Trecaso Financial Group, LLC 0.12% Add +8.7% 715 $394K
Sovereign Investment Advisors, LLC 0.11% New 715 $394K
Hopwood Financial Services, Inc. 0.31% Reduce -3.4% 715 $394K
Smith Asset Management Co., LLC 0.34% New 714 $394K
Trexquant Investment LP 0.00% Reduce -54.5% 713 $393K
Gordian Advisors LLC 0.28% Add +13.1% 710 $392K
Mycio Wealth Partners, LLC 0.09% No change 710 $392K
Hudson Portfolio Management LLC 0.37% Reduce -0.7% 710 $392K
Myecfo, LLC 0.19% New 710 $392K
Middleton & Co. Inc. 0.04% Reduce -4.7% 710 $392K
MN Wealth Advisors, LLC 0.23% Add +0.1% 708 $391K
Primoris Wealth Advisors, LLC 0.27% Add +2.3% 708 $391K
Commonwealth Retirement Investments LLC 0.15% Add +34.2% 707 $390K
Motco 0.04% Reduce -39.7% 689 $389K
Elevation Wealth Partners, LLC 0.15% Reduce -0.7% 703 $388K
Magnolia Capital Advisors LLC 0.10% Reduce -1.1% 703 $388K
Eubel Brady & Suttman Asset Management Inc. 0.05% Reduce -12.5% 701 $387K
Pinnacle Investment Management Ltd 2.23% New 700 $386K
Lakewood Asset Management LLC 0.26% No change 700 $386K
Francis Financial, Inc. 0.09% No change 700 $386K
KWB Wealth 0.05% No change 821 $385K
Compass Wealth Management LLC 0.09% No change 696 $384K
Founders Grove Wealth Partners, LLC 0.10% Add +31.4% 695 $383K
William Mack & Associates, Inc. 0.24% New 693 $382K
Burton Enright Welch 0.07% No change 692 $382K
Manuka Financial, LLC 0.21% No change 691 $381K
Single Point Partners, LLC 0.08% Reduce -20.9% 690 $381K
First Hawaiian Bank 0.05% No change 689 $380K
Brandywine Trust Co. 0.06% No change 688 $380K
Bedel Financial Consulting, Inc. 0.05% Reduce -3.4% 687 $379K
Scott Marsh Financial, LLC 0.14% — 686 $378K
Legacy Financial Group LLC 0.05% Add +29.7% 686 $378K
Blodgett Wealth Advisors, LLC 0.30% No change 683 $377K
Walled Lake Planning & Wealth Management, LLC 0.12% Add +7.2% 681 $376K
Wood Tarver Financial Group, LLC 0.11% Add +5.1% 681 $375K
Wallace Advisory Group, LLC 0.27% Reduce -19.3% 799 $375K
Vision Capital Management, Inc. 0.05% Add +21.5% 679 $374K
Canvas Wealth Advisors, LLC 0.07% Reduce -2.2% 658 $374K
Alternative Investment Advisors, LLC. 0.19% Reduce -2.0% 677 $374K
Bank of New Hampshire 0.09% No change 677 $373K
Thompson Davis & Co., Inc. 0.25% Reduce -58.2% 676 $373K
V2 Financial group LLC 0.22% Add +17.4% 675 $372K
Sloy Dahl & Holst, LLC 0.05% Add +3.1% 674 $372K
von Borstel & Associates, Inc. 0.10% No change 658 $371K
CNB Bank 0.18% No change 672 $371K
Apeiron RIA LLC 0.10% Add +24.1% 670 $370K
Rodgers & Associates, LTD 0.04% New 669 $369K
Roberts Glore & Co. Inc. 0.11% Reduce -1.2% 669 $369K
Greater Midwest Financial Group, LLC 0.28% Reduce -13.4% 668 $369K
Successful Portfolios LLC 0.23% Add +21.9% 668 $368K
Optas, LLC 0.07% No change 667 $368K
North Berkeley Wealth Management, LLC 0.34% Reduce -3.3% 667 $368K
Daner Wealth Management, LLC 0.25% — 630 $365K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 662 $365K
Dogwood Wealth Management LLC 0.18% Reduce -95.9% 661 $365K
SevenBridge Financial Group, LLC 0.06% No change 629 $365K
Atwater Malick LLC 0.12% No change 661 $365K
Clarity Wealth Development LLC 0.36% No change 660 $364K
Rodgers Brothers Inc. 0.05% No change 655 $361K
Mountain Capital Investment Advisors Inc. 0.07% Add +26.7% 659 $361K
Versant Capital Management, Inc 0.05% Add +39.5% 653 $360K
Bridges Investment Management Inc. 0.00% No change 651 $359K
West Wealth Group, LLC 0.09% Add +9.3% 632 $359K
Able Wealth Management LLC 0.18% Reduce -98.3% 649 $358K
Sutton Place Investors LLC 0.22% Add +12.5% 649 $358K
Zevin Asset Management LLC 0.05% Reduce -47.9% 649 $358K
America First Investment Advisors, LLC 0.07% No change 648 $357K
PUREfi Wealth, LLC 0.29% Add +10.6% 648 $357K
Grandfield & Dodd, LLC 0.02% Reduce -12.4% 647 $357K
New Hampshire Trust 0.07% No change 646 $356K
Signature Resources Capital Management, LLC 0.22% Add +34.3% 642 $354K
Baldwin Wealth Partners LLC 0.02% Reduce -15.2% 641 $354K
Rooted Wealth Advisors, Inc. 0.12% Add +1.1% 638 $353K
Mattson Financial Services, LLC 0.10% New 640 $353K
Wambolt & Associates, LLC 0.12% Add +5.4% 642 $351K
Brooklyn Investment Group 0.05% Add +371.9% 637 $351K
Tufton Capital Management 0.07% Add +29.3% 636 $351K
Upper Left Wealth Management, LLC 0.23% No change 636 $351K
Dahring | Cusmano LLC 0.27% Add +1.6% 634 $350K
Midwest Financial Network, LLC 0.35% Reduce -7.9% 633 $349K
Mountain Hill Investment Partners Corp. 0.29% Reduce -21.7% 631 $348K
FSA Wealth Management LLC 0.14% No change 628 $347K
Adapt Wealth Advisors, LLC 0.15% No change 627 $346K
Cetera Trust Company, N.A 0.21% No change 627 $346K
SilverOak Wealth Management LLC 0.06% Add +22.5% 626 $345K
Wisconsin Capital Management LLC 0.19% No change 626 $345K
Delta Asset Management LLC 0.03% No change 625 $345K
Asset Advisors Investment Management, LLC 0.03% Add +22.1% 624 $344K
First Western Trust Bank 0.02% No change 624 $344K
PSI Advisors, LLC 0.17% Reduce -99.0% 623 $344K
Leisure Capital Management 0.13% No change 618 $341K
FOCUS Wealth Advisors, LLC 0.18% Reduce -10.1% 615 $339K
EagleClaw Capital Managment, LLC 0.05% Reduce -3.9% 615 $339K
L. Roy Papp & Associates, LLP 0.04% Add +19.4% 615 $339K
Lantern Wealth Advisors, LLC 0.20% — 615 $339K
Thomasville National Bank 0.02% Reduce -1.6% 613 $338K
Sage Rhino Capital LLC 0.07% Reduce -0.2% 611 $337K
Brand Asset Management Group, Inc. 0.12% No change 606 $334K
TFO Wealth Partners, LLC 0.06% No change 606 $334K
Capstone Wealth Management Group LLC 0.24% Add +17.4% 606 $334K
Guardian Partners Inc. 0.03% No change 600 $334K
Hendershot Investments Inc. 0.04% No change 605 $334K
LCM Capital Management Inc 0.17% Add +7.7% 603 $333K
Tandem Capital Management Corp. 0.17% No change 603 $333K
Letson Investment Management, Inc. 0.13% No change 602 $332K
Santori & Peters, Inc. 0.12% Add +34.1% 601 $332K
TruNorth Capital Management, LLC 0.07% No change 601 $332K
Stenger Family Office, LLC 0.09% — 583 $331K
YANKCOM Partnership 0.16% Add +2.6% 600 $331K
Clear Investment Research, LLC 0.42% No change 600 $331K
Forza Wealth Management, LLC 0.14% No change 600 $331K
LifeWealth Investments, LLC 0.12% New 599 $330K
Tevis Investment Management 0.21% Add +0.5% 598 $330K
Wincap Financial LLC 0.26% New 597 $329K
Strategic Point Investment Advisors, LLC 0.05% Add +0.8% 595 $328K
Next Level Wealth Planning, LLC 0.21% Add +5.7% 595 $328K
Legacy Financial Group, Inc. 0.10% Reduce -36.4% 594 $328K
Landing Point Financial Group, LLC 0.21% Add +31.5% 593 $327K
Pacific Asset Management, LLC 0.26% New 593 $327K
Interchange Capital Partners, LLC 0.08% No change 592 $327K
Herold Advisors, Inc. 0.07% Add +0.3% 589 $324K
Heritage Family Offices, LLP 0.16% New 691 $324K
GK Wealth Management LLC 0.32% Reduce -9.6% 586 $323K
Parkside Advisors LLC 0.07% Reduce -5.0% 584 $323K
Cypress Capital, LLC 0.09% Add +22.5% 583 $322K
Sendero Wealth Management, LLC 0.04% No change 583 $322K
Shaker Financial Services, LLC 0.12% No change 582 $321K
Biondo Investment Advisors, LLC 0.04% No change 582 $321K
Puff Wealth Management, LLC 0.52% New 582 $321K
Whelan Financial 0.12% Reduce -28.3% 581 $320K
VAUGHAN & Co SECURITIES, INC. 0.18% Reduce -4.3% 580 $320K
Keb Asset Management, LLC 0.08% Add +7.8% 580 $320K
Kingsman Wealth Management, Inc. 0.20% Add +0.2% 580 $320K
Demars Financial Group, LLC 0.12% Reduce -0.3% 579 $319K
One Wealth Map LLC 0.17% Add +2.9% 565 $319K
Clay Northam Wealth Management, LLC 0.20% No change 577 $318K
Palo Alto Wealth Advisors, LLC 0.12% No change 574 $317K
Bishop & Co Investment Management, LLC 0.11% No change 574 $317K
Endowment Wealth Management, Inc. 0.16% Add +0.2% 573 $316K
Curio Wealth, LLC 0.14% Add +11340.0% 572 $316K
Freedom Day Solutions, LLC 0.09% Reduce -39.4% 570 $314K
Members Trust Co 0.01% New 570 $314K
Laurel Wealth Advisors LLC 0.05% Reduce -0.9% 569 $313K
Security National Bank of So Dak 0.17% Reduce -50.5% 567 $313K
Howard Bailey Securities, LLC 0.10% New 566 $312K
James J. Burns & Company, LLC 0.05% No change 565 $312K
Mengis Capital Management, Inc. 0.07% No change 565 $312K
TD Capital Management LLC 0.03% Add +0.2% 564 $311K
Houlihan Financial Resource Group, Ltd. 0.13% No change 550 $311K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -39.0% 562 $310K
Elevate Wealth Advisory, Inc. 0.22% Add +6.0% 561 $310K
Aull & Monroe Investment Management Corp 0.17% Reduce -21.1% 560 $309K
Kenora Financial, LLC 0.12% New 560 $309K
Anfield Capital Management, LLC 0.10% Add +65.3% 557 $307K
Copia Wealth Management 0.26% Reduce -10.9% 556 $307K
Financial Security Advisor, Inc. 0.07% Add +0.2% 556 $307K
Harbour Capital Advisors, LLC 0.06% Add +7.8% 555 $306K
Allred Capital Management, LLC 0.11% Add +0.9% 554 $306K
Kathmere Capital Management, LLC 0.02% No change 552 $305K
Clarkston Capital Partners, LLC 0.01% Add +9.2% 549 $303K
MWA Asset Management 0.18% New 548 $302K
Future You Wealth LLC 0.16% Add +22.4% 547 $302K
Ruedi Wealth Management, Inc. 0.09% Add +8.3% 547 $301K
Buckhead Capital Management LLC 0.12% New 546 $301K
Stableford Capital II LLC 0.11% New 532 $301K
Measured Risk Portfolios, Inc. 0.34% No change 546 $301K
Constitution Capital LLC 0.15% No change 546 $301K
Rede Wealth, LLC 0.11% No change 546 $301K
KBC Group NV 0.00% Add +163.8% 546 $301K
Terra Nova Asset Management LLC 0.21% New 544 $300K
Cascade Wealth Advisors, Inc 0.17% New 521 $299K
Marion Wealth Management 0.07% New 541 $298K
Financial Counselors Inc. 0.42% Reduce -95.7% 540 $298K
Capital Square, LLC 0.16% Reduce -1.6% 537 $298K
Lutz Financial Services LLC 0.02% No change 539 $297K
Twelve Points Wealth Management LLC 0.08% Add +12.1% 539 $297K
VestGen Investment Management 0.21% Reduce -2.0% 538 $297K
Old North State Wealth Management, LLC 0.15% Add +3.3% 532 $295K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.6% 534 $295K
Weaver Capital Management LLC 0.07% No change 533 $294K
Jacobs & Co. 0.03% No change 532 $293K
Turtle Creek Wealth Advisors, LLC 0.03% New 530 $292K
Note Advisors, LLC 0.20% Reduce -14.1% 529 $292K
Glass Jacobson Investment Advisors llc 0.11% Reduce -47.6% 527 $291K
Hoge Financial Services, LLC 0.18% Reduce -41.0% 527 $291K
Evermay Wealth Management LLC 0.04% Add +38.8% 526 $290K
Jupiter Wealth Management LLC 0.15% New 500 $290K
BetterWealth, LLC 0.07% No change 526 $290K
Wayfinding Financial, LLC 0.13% No change 515 $290K
ONE Advisory Partners, LLC 0.10% Add +7.8% 513 $289K
Better Money Decisions, LLC 0.18% No change 524 $289K
Private Wealth Management Group, LLC 0.10% Add +7.8% 522 $288K
Alexander Labrunerie & Co., Inc. 0.12% New 522 $288K
Brooks, Moore & Associates, Inc. 0.15% No change 505 $285K
Newport Capital Group, LLC 0.19% Add +19.9% 517 $285K
Legacy Wealth Management, LLC 0.02% Add +0.8% 516 $285K
Pacific Wealth Strategies Group, Inc. 0.19% Reduce -97.7% 503 $284K
LWM Advisors Inc. 0.32% No change 515 $284K
EnRich Financial Partners LLC 0.09% Reduce -0.2% 515 $284K
IMS Capital Management 0.13% Reduce -32.0% 514 $284K
BFI Infinity Ltd. 0.24% Reduce -31.3% 514 $284K
Gallacher Capital Management LLC 0.13% Add +2.0% 513 $283K
Pennington Partners & Co., LLC 0.15% No change 510 $282K
New World Advisors LLC 0.06% New 508 $280K
Newman Dignan & Sheerar, Inc. 0.06% New 505 $279K
Shearwater Capital LLC 0.18% No change 505 $279K
ArborFi Advisors, LLC 0.24% Reduce -2.3% 504 $278K
Norris Perne & French LLP 0.02% New 502 $277K
Atwood & Palmer Inc. 0.02% No change 502 $277K
Moisand Fitzgerald Tamayo, LLC 0.04% No change 501 $277K
Carnegie Lake Advisors LLC 0.11% No change 500 $276K
Mandatum Life Insurance Co Ltd 0.07% New 500 $276K
Gould Asset Management LLC 0.05% Reduce -0.6% 500 $276K
Johnson Financial Group, LLC 0.03% No change 500 $276K
Ascentis Wealth Management, LLC 0.08% Add +68.6% 504 $276K
Postrock Partners LLC 0.13% No change 497 $274K
LMG Wealth Partners, LLC 0.06% Add +9.5% 497 $274K
Townsend & Associates, Inc 0.03% No change 484 $274K
Harvey Capital Management Inc. 0.06% No change 500 $273K
CoreFirst Bank & Trust 0.15% No change 495 $273K
Vermillion Wealth Management, Inc. 0.13% Add +4.3% 491 $271K
Salvus Wealth Management, LLC 0.16% Add +7.0% 491 $271K
Grand Wealth Management, LLC 0.14% No change 490 $270K
Element Pointe Advisors, LLC 0.07% New 490 $270K
GEM Asset Management, LLC 0.14% No change 488 $270K
Convergence Financial, LLC 0.05% Add +14.0% 488 $269K
Creative Capital Management Investments LLC 0.10% Add +23.2% 488 $269K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -26.5% 485 $268K
Corrado Advisors, LLC 0.16% Reduce -1.8% 485 $267K
Bell & Brown Wealth Advisors, LLC 0.10% No change 484 $267K
Cedar Point Capital Partners, LLC 0.19% Reduce -5.1% 484 $267K
One Wealth Capital Management, LLC 0.13% Reduce -4.9% 484 $267K
Fairfield, Bush & Co. 0.15% Add +11.6% 483 $267K
Nestegg Advisors, Inc. 0.26% Add +0.2% 482 $266K
Providence Capital Advisors, LLC 0.05% New 479 $264K
Seneca Financial Advisors LLC 0.10% No change 479 $264K
First American Bank 0.02% No change 478 $264K
North Forty Two & Co. 0.28% No change 477 $263K
CLG LLC 0.08% Reduce -4.4% 476 $263K
Wingate Wealth Advisors, Inc. 0.23% Reduce -35.9% 476 $262K
Rench Wealth Management, Inc. 0.08% Add +9.2% 475 $262K
Edgemoor Investment Advisors, Inc. 0.02% New 475 $262K
AIFG Consultants Ltd. 0.51% Reduce -38.6% 473 $261K
Solidarity Wealth, LLC 0.06% New 472 $261K
Udine Wealth Management, Inc. 0.14% New 472 $260K
3Chopt Investment Partners, LLC 0.06% No change 471 $260K
Presper Financial Architects, LLC 0.19% — 472 $260K
Centricity Wealth Management, LLC 0.21% No change 470 $259K
Bare Financial Services, Inc 0.09% Add +32.0% 470 $259K
Prevail Innovative Wealth Advisors, LLC 0.06% Reduce -2.9% 469 $259K
Cherry Tree Wealth Management, LLC 0.06% Reduce -13.8% 468 $258K
Seven Mile Advisory 0.15% No change 467 $258K
Kuhn & Co Investment Counsel 0.19% Add +8.1% 466 $257K
Sterneck Capital Management, LLC 0.13% New 466 $257K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Add +6.6% 466 $257K
Spectrum Financial Alliance Ltd LLC 0.07% No change 448 $257K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -4.7% 465 $257K
Fonville Wealth Management LLC 0.06% Reduce -15.2% 464 $256K
Blalock Williams, LLC 0.26% Reduce -1.5% 463 $255K
Callahan Advisors, LLC 0.02% No change 463 $255K
Kelly Financial Services LLC 0.08% No change 463 $255K
Mark Sheptoff Financial Planning, LLC 0.14% Add +5.0% 461 $255K
Quadrant Capital Group LLC 0.01% Reduce -45.1% 461 $254K
Chung Wu Investment Group, LLC 0.26% New 460 $254K
Boston Common Asset Management, LLC 0.01% No change 459 $253K
Ashton Thomas Securities, LLC 0.06% New 457 $252K
Regal Partners Ltd 0.02% New 457 $252K
CMH Wealth Management LLC 0.06% No change 456 $252K
Studio Investment Management LLC 0.05% No change 456 $252K
Petros Family Wealth, LLC 0.23% New 456 $252K
Tiller Private Wealth, Inc. 0.10% No change 452 $250K
Tounjian Advisory Partners, LLC 0.05% No change 532 $250K
Knightsbridge Asset Management, LLC 0.06% New 452 $249K
Keeler & Nadler Financial Planning & Wealth Management 0.10% New 451 $249K
Tripletail Wealth Management, LLC 0.35% — 432 $249K
Whitcomb & Hess, Inc. 0.07% No change 450 $248K
Hilltop Wealth Advisors, LLC 0.14% New 449 $248K
MJT & Associates Financial Advisory Group, Inc. 0.31% No change 448 $247K
Paladin Wealth, LLC 0.19% New 448 $247K
Hudson Capital Management LLC 0.07% No change 448 $247K
Generation Capital Management LLC 0.19% New 445 $245K
Lee Danner & Bass Inc. 0.02% New 445 $245K
Broadview Financial Management, LLC 0.17% Add +0.2% 443 $244K
Calydon Capital 0.02% Reduce -2.6% 443 $244K
Ring Mountain Capital, LLC 0.15% Add +0.5% 435 $244K
Claret Asset Management Corp 0.03% New 440 $243K
Fi3 FINANCIAL ADVISORS, LLC 0.09% No change 440 $243K
Paragon Financial Partners, Inc. 0.17% No change 440 $243K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -2.6% 440 $243K
Planwiser Financial, LLC 0.21% No change 426 $242K
Avant Capital LLC 0.19% New 439 $242K
Douglass Winthrop Advisors, LLC 0.00% No change 437 $241K
Quaker Wealth Management, LLC 0.08% — 436 $241K
Comprehensive Money Management Services LLC 0.18% No change 435 $240K
Lathrop Investment Management Co. 0.05% Reduce -3.1% 433 $239K
SkyView Investment Advisors, LLC 0.03% No change 436 $239K
Medallion Wealth Advisors, LLC 0.09% Reduce -18.8% 433 $239K
Hunter Associates Investment Management LLC 0.04% Reduce -1.8% 432 $238K
Caldwell Sutter Capital, Inc. 0.11% Add +1.2% 431 $238K
Talisman Wealth Advisors LLC 0.22% New 431 $238K
Hilltop Partners LLC 0.07% New 430 $237K
Beckerman Institutional, LLC 0.16% No change 429 $237K
RS Crum Inc. 0.06% New 429 $237K
Burford Brothers, Inc. 0.11% No change 428 $236K
Portland Financial Advisors Inc 0.57% No change 428 $236K
Claris Financial LLC 0.18% Reduce -62.4% 427 $236K
Wharton Business Group, LLC 0.01% No change 426 $235K
Stage Harbor Financial, LLC 0.19% New 425 $234K
Integrated Capital Management, Inc. 0.18% New 425 $234K
Mainstream Capital Management LLC 0.17% Reduce -4.5% 425 $234K
Beacon Wealthcare LLC 0.09% New 425 $234K
Argyle Capital Partners, LLC 0.19% Reduce -18.8% 423 $233K
Congress Asset Management Co. 0.00% Reduce -3.6% 422 $233K
CMC Financial Group 0.53% Reduce -9.1% 422 $233K
Sitrin Capital Management LLC 0.12% New 420 $232K
HighMark Wealth Management LLC 0.11% Reduce -7.1% 420 $232K
City State Bank 0.07% Reduce -19.3% 418 $231K
Leverty Financial Group, LLC 0.07% Reduce -9.2% 415 $229K
Hills Bank & Trust Co 0.01% Add +0.5% 414 $228K
Capital Counsel LLC 0.01% New 414 $228K
IFS Advisors, LLC 0.17% No change 414 $228K
Mustard Seed Financial, LLC 0.16% New 412 $227K
Pacific Wealth Management 0.11% New 412 $227K
Centerpoint Advisors, LLC 0.08% No change 412 $227K
Stonehearth Capital Management, LLC 0.09% Reduce -49.5% 411 $227K
MBL Wealth, LLC 0.02% New 411 $227K
Financial Harvest, LLC 0.17% New 411 $227K
Bull Oak Capital, LLC 0.10% New 411 $227K
Regimen Wealth, LLC 0.07% New 409 $226K
Innealta Capital, LLC 0.12% New 408 $225K
Tilson Financial Group, Inc. 0.08% New 408 $225K
Triton Financial Group Inc 0.16% — 407 $225K
United Community Bank 0.08% Add +40.0% 406 $224K
PTM Wealth Management, LLC 0.15% New 402 $224K
Reynders McVeigh Capital Management, LLC 0.01% New 405 $223K
Hager Investment Management Services, LLC 0.13% Reduce -6.3% 403 $222K
Robinswood Financial LLC 0.08% Reduce -3.4% 402 $222K
Pineridge Advisors LLC 0.08% Add +443.2% 402 $222K
Olistico Wealth, LLC 0.12% No change 401 $221K
Redmond Asset Management, LLC 0.05% New 401 $221K
Blossom Wealth Management 0.39% New 400 $221K
Chico Wealth RIA 0.17% New 400 $221K
A&I Financial Services, LLC 0.12% New 400 $221K
Beta Wealth Group, Inc. 0.08% New 400 $221K
Marathon Capital Management 0.06% Reduce -19.4% 400 $221K
ESL Trust Services, LLC 0.05% No change 400 $221K
Pinnacle Holdings, LLC 0.09% Add +148.8% 612 $220K
Balanced Rock Investment Advisors LLC 0.17% Reduce -25.0% 399 $220K
New Insight Wealth Advisors 0.09% New 399 $220K
1900 Wealth Management LLC 0.02% New 398 $220K
Toews Corp. 0.03% New 398 $220K
Madison Asset Management, LLC 0.00% New 398 $220K
Morling Financial Advisors, LLC 0.07% Reduce -8.8% 395 $218K
Warburton Capital Management, LLC 0.13% New 385 $218K
GR Financial Group, LLC 0.05% New 394 $218K
Skyline Advisors, Inc. 0.08% New 394 $217K
Jackson Thornton Wealth Management, LLC 0.02% New 393 $217K
Tennessee Valley Asset Management Partners 0.06% Reduce -98.0% 393 $217K
New England Professional Planning Group Inc. 0.10% Reduce -52.1% 393 $217K
Ogorek Anthony Joseph /NY/ 0.07% Reduce -23.9% 392 $216K
Resources Management Corp. /CT/ 0.03% Add +5.4% 392 $216K
First National Bank Sioux Falls 0.08% New 391 $216K
ELCO Management Co., LLC 0.11% New 390 $215K
1834 Investment Advisors Co. 0.03% Reduce -6.0% 390 $215K
IMZ Advisory Inc 0.09% New 383 $215K
White Knight Strategic Wealth Advisors, LLC 0.18% New 389 $215K
Orin Green Financial, LLC 0.09% New 389 $215K
Human Investing LLC 0.03% New 389 $215K
Jag Capital Management, LLC 0.02% New 388 $214K
Lowe Brockenbrough & Co. Inc. 0.01% New 388 $214K
First County Bank 0.11% New 386 $213K
Cullen Investment Group, LTD. 0.03% New 386 $213K
Kaufman Rossin Wealth, LLC 0.13% New 386 $213K
Moller Wealth Partners 0.05% New 384 $212K
Baldwin Investment Management, LLC 0.03% New 383 $211K
Coston, McIsaac & Partners 0.05% Reduce -22.3% 383 $211K
New Republic Capital, LLC 0.07% New 382 $211K
Signet Financial Management, LLC 0.03% New 382 $211K
Stone House Investment Management, LLC 0.04% Add +20.5% 382 $210K
Pines Wealth Management, LLC 0.07% New 377 $210K
Elyxium Wealth, LLC 0.08% New 380 $210K
SFE Investment Counsel 0.04% New 380 $209K
May Hill Capital, LLC 0.07% Reduce -16.1% 379 $209K
Yoder Wealth Management, Inc. 0.11% New 379 $209K
John G Ullman & Associates Inc. 0.03% New 379 $209K
Hughes Financial Services, LLC 0.04% No change 367 $208K
Koesten, Hirschmann & Crabtree, INC. 0.11% Add +48.4% 377 $208K
Kintra Wealth, LLC 0.13% Reduce -54.7% 377 $208K
Commons Capital, LLC 0.16% New 376 $208K
Cabot Wealth Management Inc. 0.02% Reduce -39.1% 375 $207K
First National Bank of Hutchinson 0.13% New 375 $207K
Signature Wealth Management Group 0.08% New 375 $207K
Missouri Trust & Investment Co 0.07% Reduce -10.7% 375 $207K
Brown Wealth Management, LLC 0.06% New 375 $207K
Navalign, LLC 0.06% New 375 $207K
Forbes J M & Co. LLP 0.02% New 374 $206K
Paragon Advisors, LLC 0.05% New 373 $206K
Wealth Management Resources, Inc. 0.07% New 372 $205K
Coign Capital Advisors LLC 0.14% New 372 $205K
ROI Financial Advisors, LLC 0.13% New 372 $205K
Warther Private Wealth, LLC 0.05% New 372 $205K
Cascade Investment Group, Inc. 0.14% New 371 $205K
Alley Investment Management Company, LLC 0.02% New 370 $204K
Steigerwald, Gordon & Koch Inc. 0.02% New 369 $204K
Riverchase Wealth Management, LLC 0.13% New 369 $204K
Hirtle & Co., LLC 0.01% New 369 $204K
tru Independence LLC 0.06% New 367 $202K
Keyes, Stange & Wooten Wealth Management, LLC 0.10% New 367 $202K
Verity Asset Management, Inc. 0.10% New 365 $202K
Resurgent Financial Advisors LLC 0.11% Reduce -33.0% 365 $201K
Orgel Wealth Management, LLC 0.00% New 365 $201K
Theory Financial LLC 0.08% New 356 $201K
Banque Transatlantique SA 0.01% New 364 $201K
Hedeker Wealth, LLC 0.05% New 363 $200K
626 Financial, LLC 0.09% New 363 $200K
Mowery & Schoenfeld Wealth Management, LLC 0.32% No change 358 $197K
St. Johns Investment Management Company, LLC 0.09% No change 351 $193K
First Pacific Financial 0.03% Add +37.0% 341 $188K
Spirit of America Management Corp. 0.04% Reduce -6.0% 331 $187K
Valued Wealth Advisors LLC 0.10% Reduce -0.3% 338 $187K
Graney & King, LLC 0.12% No change 328 $181K
Ceeto Capital Group, LLC 0.06% No change 324 $179K
Cypress Capital Management LLC (WY) 0.19% No change 315 $174K
Goldstream Capital Management Ltd 0.07% Reduce -5.3% 303 $168K
Oak Family Advisors, LLC 0.06% Add +4.1% 302 $167K
Hikari Tsushin, Inc. 0.01% No change 302 $167K
Advantage Trust Co 0.08% New 300 $165K
Nordwand Advisors, LLC 0.03% Add +669.2% 300 $165K
Perkins Coie Trust Co 0.03% No change 299 $165K
Luminist Capital LLC 0.16% Reduce -29.2% 301 $165K
SRH Advisors, LLC 0.05% No change 295 $163K
TFC Financial Management, Inc. 0.02% Add +0.3% 293 $161K
LGT Financial Advisors LLC 0.41% Add +52.6% 290 $160K
Horrell Capital Management, Inc. 0.06% No change 287 $158K
Cranbrook Wealth Management, LLC 0.03% No change 285 $157K
SJS Investment Consulting Inc. 0.02% Add +9.7% 282 $156K
RMG Wealth Management LLC 0.02% — 277 $156K
NBT Bank, N.A. 0.01% No change 281 $155K
Rowlandmiller & Partners.adv 0.03% Add +1.8% 278 $153K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% Add +266.7% 275 $152K
Consultiva Wealth Management, Corp. 0.46% No change 270 $149K
Thomas J. Herzfeld Advisors, Inc. 0.05% No change 270 $149K
Kilter Group LLC 0.08% New 266 $147K
Semmax Financial Advisors Inc. 0.04% New 248 $142K
Operose Advisors LLC 0.04% Add +20.0% 258 $142K
MV Capital Management, Inc. 0.01% No change 258 $142K
Sherman Asset Management, Inc. 0.13% Add +2.0% 257 $142K
Accredited Wealth Management, LLC 0.12% New 257 $142K
West Branch Capital LLC 0.04% Reduce -0.8% 257 $142K
Centennial Bank 0.06% No change 250 $138K
Beutel, Goodman & Co Ltd. 0.00% Reduce -72.2% 250 $137K
Rossby Financial, LCC 0.05% Add +13.9% 246 $136K
Prestige Wealth Management Group LLC 0.03% No change 241 $133K
VSM Wealth Advisory, LLC 0.04% Add +0.4% 241 $133K
Frazier Financial Advisors, LLC 0.09% Add +83.1% 238 $131K
Hurley Capital, LLC 0.09% No change 236 $130K
Murphy & Mullick Capital Management Corp 0.10% Add +20.8% 232 $129K
Uptown Financial Advisors LLC 0.12% Reduce -63.9% 232 $128K
Cornerstone National Bank & Trust Co 0.05% No change 231 $127K
Legacy Bridge, LLC 0.06% Reduce -0.9% 227 $125K
Aventura Private Wealth, LLC 0.05% Reduce -41.0% 222 $122K
Pflug Koory, LLC 0.06% Add +100.9% 221 $122K
Cutler Capital Management, LLC 0.05% Reduce -18.2% 216 $119K
Hanson & Doremus Investment Management 0.02% Add +18.0% 216 $119K
Eq Wealth Advisors, LLC 0.08% No change 215 $119K
Gould Capital, LLC 0.08% Reduce -25.7% 214 $118K
Mid-American Wealth Advisory Group, Inc. 0.05% New 209 $115K
Financial Connections Group, Inc. 0.05% Add +47.9% 210 $115K
Breakwater Investment Management 0.04% No change 208 $115K
Mechanics Financial Corp 0.05% No change 203 $112K
Bellwether Advisors, LLC 0.02% Add +673.1% 201 $111K
Fiduciary Wealth Partners, LLC 0.10% Reduce -97.8% 200 $110K
Ramirez Asset Management, Inc. 0.02% No change 200 $110K
CKW Financial Group 0.01% No change 201 $110K
Kiker Wealth Management, LLC 0.06% Reduce -15.0% 198 $109K
Vestor Capital, LLC 0.01% Add +238.4% 4,355 $106K
Beaird Harris Wealth Management, LLC 0.01% Add +28.0% 192 $106K
Innovative Advisory Group, LLC 0.09% New 190 $105K
Smallwood Wealth Investment Management, LLC 0.06% Add +0.6% 184 $102K
Asset Management One Co., Ltd. 0.00% Add +20.1% 179 $99K
Stonehage Fleming Financial Services Holdings Ltd 0.00% New 177 $98K
Investment Research & Advisory Group, Inc. 0.03% Reduce -85.8% 168 $93K
North Ridge Wealth Advisors, Inc. 0.06% No change 167 $92K
Bellevue Asset Management, LLC 0.04% No change 165 $91K
Mb, Levis & Associates, LLC 0.04% No change 165 $91K
Piscataqua Savings Bank 0.07% No change 160 $88K
TOWER TRUST & INVESTMENT Co 0.06% No change 160 $88K
American Capital Advisory, LLC 0.04% No change 157 $87K
Pacifica Partners Inc. 0.03% Add +7.6% 155 $85K
Barrett & Company, Inc. 0.03% Add +14.9% 154 $85K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 146 $80K
Iron Horse Wealth Management, LLC 0.02% No change 142 $78K
Millstone Evans Group, LLC 0.05% Reduce -26.7% 137 $76K
Putney Financial Group LLC 0.07% No change 131 $72K
Princeton Global Asset Management LLC 0.01% Reduce -7.3% 128 $71K
Logan Capital Management Inc. 0.00% No change 127 $70K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 122 $67K
Perritt Capital Management Inc 0.03% No change 119 $66K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -71.0% 109 $60K
Westend Capital Management, LLC 0.02% No change 109 $60K
Bear Mountain Capital, Inc. 0.02% No change 103 $58K
Moser Wealth Advisors, LLC 0.03% Add +930.0% 103 $57K
Gold Investment Management Ltd. 0.02% Reduce -97.4% 101 $55K
Midwest Capital Advisors, LLC 0.03% No change 100 $55K
ROSS\JOHNSON & Associates LLC 1.11% No change 98 $54K
Blume Capital Management, Inc. 0.01% Reduce -20.7% 96 $53K
Red Tortoise LLC 0.03% No change 95 $53K
New England Capital Financial Advisors LLC 0.02% Add +12.1% 93 $51K
Chelsea Counsel Co. 0.02% No change 91 $50K
Atlantic Private Wealth, LLC 0.03% Reduce -26.6% 91 $50K
Northwest Capital Management Inc 0.03% Reduce -92.6% 91 $50K
Alpine Bank Wealth Management 0.01% Reduce -20.6% 85 $47K
Premier Financial Group 0.01% — 77 $45K
Global Assets Advisory, LLC 0.02% Reduce -64.3% 9,873 $44K
Van Eck Associates Corp. 0.00% No change 78 $43K
Marshall & Sullivan Inc. 0.02% New 75 $41K
Financial Network Wealth Advisors LLC 0.05% New 74 $41K
Hoese & Co LLP 0.03% Reduce -9.8% 74 $41K
Shelton Wealth Management, LLC 0.02% No change 74 $41K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 73 $40K
True Wealth Design, LLC 0.01% No change 73 $40K
Roxbury Financial LLC 0.04% No change 72 $40K
Gleason Group, Inc. 0.00% Reduce -4.0% 72 $40K
Bridge Generations Wealth Management LLC 0.02% No change 68 $38K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -8.7% 63 $34K
Team Financial Group, LLC 0.02% New 59 $33K
Accent Capital Management, LLC 0.01% Add +16.0% 58 $32K
Morgan Dempsey Capital Management LLC 0.01% New 55 $30K
Citizens National Bank Trust Department 0.01% No change 49 $27K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 45 $25K
Painted Porch Advisors LLC 0.01% Reduce -77.4% 43 $24K
Redwood Park Advisors LLC 0.02% No change 40 $22K
PayPay Securities Corp 1.02% Reduce -7.3% 38 $21K
Keener Financial Planning LLC 0.01% No change 34 $18K
Broadwater Capital Management LLC 0.01% Add +55062.5% 17,652 $18K
C M Bidwell & Associates Ltd. 0.01% No change 30 $17K
Accordant Advisory Group Inc 0.01% No change 28 $15K
Winnacle Wealth LLC 0.01% New 28 $15K
Traub Capital Management LLC 0.01% — 25 $14K
Retirement Wealth Solutions LLC 0.01% No change 24 $13K
CGC Financial Services, LLC 0.00% Reduce -76.1% 22 $12K
Horizon Bancorp Inc. 0.01% New 22 $12K
GW&K Investment Management, LLC 0.00% New 22 $12K
Family Legacy Financial Solutions, LLC 0.01% — 19 $11K
Keystone Financial Group, Inc. 0.01% No change 15 $8K
Navigoe, LLC 0.01% No change 15 $8K
Spurstone Advisory Services, LLC 0.10% New 12 $7K
Minot DeBlois Advisors LLC 0.01% Reduce -50.0% 10 $6K
Affinity Wealth LLC 0.00% New 10 $6K
Berkshire Capital Holdings Inc. 0.00% No change 10 $6K
Investors Research Corp 0.00% No change 8 $4K
Cordant, Inc. 0.00% New 6 $3K
Hoey Investments, Inc. 0.00% No change 6 $3K
Miller Wealth Advisors, LLC 0.00% No change 5 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
Clarity Asset Management, Inc. 0.00% New 4 $2K
Cary Street Partners Investment Advisory LLC 0.00% New 4 $2K
Holos Integrated Wealth LLC 0.00% No change 3 $2K
Catherine Avery Investment Management LLC 0.00% New 2 $1K
Wealth Preservation Advisors, LLC 0.00% No change 2 $1K
REAP Financial Group, LLC 0.00% No change 2 $1K
PEAK6 LLC 0.00% Reduce -100.0% 2 $1K
Covestor Ltd 0.00% Add +0.0% 2 $1K
1620 Investment Advisors, Inc. 0.00% Reduce -75.0% 1 $552

"% 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.