Invesco QQQ Trust Series 1QQQETF

13F holders, Q3 2025 (September 30)
3,557holders +79
198new positions
110sold out
8famous investors
$587.80avg. 13F price*

At the end of Q3 2025, 3,557 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, up 79 from Q2 2025. 198 opened new positions and 110 sold out. The largest holders were Morgan Stanley ($14.7B), Bank of America Corp. ($8.4B) and LPL Financial LLC ($6.3B). 8 famous investors held it, including Paul Tudor Jones (2.3% of Tudor Investment Corporation's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Ken Griffin (0.3% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions198$1.8B
Exits110$1.1B

All 13F filers, Q2 2025 → Q3 2025: 23,808,197 shares bought and 20,077,303 shares sold, net +3,730,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,557 holders

Morgan Stanley 0.89% Add +20.6% 24,558,237 $14.7B
Bank of America Corp. 0.63% Reduce -22.0% 13,931,297 $8.4B
LPL Financial LLC 1.85% Add +4.1% 10,564,843 $6.3B
Goldman Sachs Group Inc. 0.83% Add +6.9% 9,587,659 $5.8B
Wells Fargo & Company 0.84% Reduce -5.2% 6,856,293 $4.1B
UBS Group AG 0.72% Add +11.3% 6,166,310 $3.7B
Royal Bank of Canada 0.60% Add +37.9% 5,586,154 $3.4B
Ameriprise Financial Inc. 0.57% Reduce -7.2% 4,126,201 $2.5B
JPMorgan Chase & Co. 0.15% Reduce -17.5% 4,039,307 $2.4B
Raymond James Financial Inc. 0.76% Add +8.0% 3,928,370 $2.4B
Northwestern Mutual Wealth Management Co. 1.27% Reduce -1.6% 3,172,010 $1.9B
PNC Financial Services Group, Inc. 1.12% Add +0.3% 3,071,021 $1.8B
Envestnet Asset Management Inc. 0.52% Add +2.2% 2,986,326 $1.8B
Citigroup Inc. 1.16% Add +72.8% 2,779,940 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 2.79% Reduce -14.2% 2,491,000 $1.5B
HRT Financial LP 5.25% Reduce -24.5% 2,376,242 $1.4B
Commonwealth Equity Services, LLC 1.77% Reduce -6.3% 2,272,321 $1.4B
Cetera Investment Advisers 1.54% Add +30.2% 2,209,345 $1.3B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 68.36% Reduce -12.0% 2,200,000 $1.3B
Susquehanna International Group, LLP 1.88% Reduce -24.1% 2,141,875 $1.3B
National Mutual Insurance Federation of Agricultural Cooperatives 8.01% No change 1,759,000 $1.1B
Osaic Holdings, Inc. 1.45% Add +9.1% 1,774,695 $1.0B
Fisher Asset Management 0.30% Reduce -3.6% 1,396,483 $838.4M
US Bancorp \de 0.98% Add +0.5% 1,378,057 $827.3M
Cambridge Investment Research Advisors, Inc. 2.21% Add +1.4% 1,340,065 $804.5M
Hancock Prospecting Pty Ltd 24.97% No change 1,277,709 $767.1M
Bank of Montreal 0.32% New 1,232,947 $740.2M
HighTower Advisors, LLC 0.82% Add +5.0% 1,201,723 $721.6M
BNP Paribas Financial Markets 0.54% Add +24.1% 1,136,599 $682.4M
Rockefeller Capital Management L.P. 1.31% Add +1.4% 1,117,574 $671.0M
Truist Financial Corp. 0.87% Add +3.1% 1,072,428 $643.9M
Mariner, LLC 0.82% Reduce -0.4% 1,056,940 $634.5M
TD Asset Management Inc 0.51% Reduce -0.0% 1,042,185 $625.7M
Analyst IMS Investment Management Services Ltd. 19.38% Reduce -1.0% 1,038,053 $623.2M
Stifel Financial Corp. 0.54% Add +1.5% 984,813 $591.3M
Rokos Capital Management LLP 7.30% Add +3.5% 958,902 $575.6M
Janney Montgomery Scott LLC 1.30% Add +2.0% 912,369 $547.8M
MML Investors Services, LLC 1.43% Reduce -5.5% 892,314 $535.7M
Barings LLC 10.48% Add +0.1% 894,407 $535.5M
Barclays PLC 0.20% Reduce -66.5% 886,577 $532.3M
Howard Capital Management, LLC 6.90% Reduce -0.1% 2,830,661 $522.5M
Alkeon Capital Management LLC 2.31% No change 849,777 $510.2M
T. Rowe Price Associates Inc. 0.05% Add +25851.9% 828,384 $497.3M
FMR LLC 0.02% Add +0.4% 784,656 $471.1M
Fiera Capital Corp 1.47% Add +1.4% 758,575 $455.4M
Cerity Partners LLC 0.71% Reduce -0.1% 730,613 $438.6M
Artemis Wealth Advisors, LLC 64.60% Reduce -9.8% 716,902 $430.4M
Creative Planning 0.32% Add +6.1% 695,672 $417.7M
Susquehanna Advisors Group, Inc. 15.85% No change 673,923 $404.6M
Two Sigma Investments, LP 0.65% Reduce -49.7% 673,858 $404.6M
Nissay Asset Management Corp. /Japan 2.19% No change 660,336 $396.4M
Kestra Advisory Services, LLC 1.72% Reduce -1.0% 624,727 $375.1M
Franklin Resources Inc. 0.09% Add +44.4% 592,132 $355.5M
Cibc World Market Inc. 0.73% Add +4.6% 587,718 $352.8M
Equitable Holdings, Inc. 2.59% Add +5.6% 586,946 $352.4M
Jefferies Financial Group Inc. 3.32% Add +122.0% 584,434 $350.9M
Corient Private Wealth LP 0.55% Add +107.6% 584,785 $350.3M
Citadel Advisors 0.28% Add +177.9% 580,533 $348.5M
Tudor Investment Corporation 2.31% Add +442.0% 573,030 $344.0M
Wealth Enhancement Advisory Services, LLC 0.52% Add +5.5% 569,530 $343.8M
Rafferty Asset Management, LLC 1.07% Add +15.8% 549,520 $329.9M
Cwm, LLC 0.96% Add +1.4% 532,105 $319.5M
Capula Management Ltd 2.37% Add +99.1% 530,580 $318.5M
Private Advisor Group, LLC 1.53% Add +3.0% 519,530 $311.9M
Norinchukin Bank, The 4.17% No change 518,000 $311.0M
Canada Pension Plan Investment Board 0.21% No change 509,000 $305.6M
Ieq Capital, LLC 0.86% Add +2.6% 471,124 $282.8M
Meitav Investment House Ltd. 3.68% Reduce -1.2% 463,682 $278.4M
Brookstone Capital Management 3.22% Add +0.7% 449,413 $269.8M
IMC-Chicago, LLC 4.53% Add +507.1% 425,122 $255.2M
CBIZ Investment Advisory Services, LLC 9.90% Reduce -0.1% 421,260 $253.0M
Bank Julius Baer & Co. Ltd, Zurich 0.71% Add +4.4% 419,109 $251.6M
Mirae Asset Securities (usa) Inc. 11.00% Add +1.3% 417,740 $250.8M
Jones Financial Companies LLLP 0.17% Add +18.7% 410,930 $244.9M
Bank of Nova Scotia 0.42% Add +21491.9% 391,029 $234.8M
Ritholtz Wealth Management 4.54% Add +1.7% 389,249 $233.7M
Lido Advisors, LLC 0.95% Add +11.3% 380,878 $228.9M
Captrust Financial Advisors 0.47% Reduce -0.2% 380,218 $228.3M
Bouchey Financial Group, Ltd. 17.53% Reduce -0.3% 378,714 $227.4M
Kensington Asset Management, LLC 13.24% Add +0.3% 367,902 $220.9M
GTS Securities LLC 8.43% Add +53.8% 365,563 $219.5M
J.Safra Asset Management Corp 13.30% Add +2.2% 364,702 $219.0M
MAI Capital Management 1.37% Add +5.3% 363,800 $218.4M
Millennium Management 0.18% Add +4.2% 362,257 $217.5M
Baird Financial Group, Inc. 0.35% Add +1.2% 358,153 $215.0M
Invictus Private Wealth, LLC 13.39% Add +1.2% 356,140 $213.8M
Bell Bank 9.10% Reduce -2.1% 350,127 $210.2M
Peapack Gladstone Financial Corp. 2.62% Reduce -0.3% 334,711 $201.0M
Cohen Klingenstein LLC 6.05% Reduce -1.4% 321,875 $193.2M
Sumitomo Mitsui Financial Group, Inc. 3.33% Reduce -2.8% 316,381 $189.9M
Steward Partners Investment Advisory, LLC 1.06% Add +8.2% 307,601 $184.7M
Consolidated Investment Group LLC 22.64% No change 307,000 $184.3M
NorthRock Partners, LLC 3.31% Add +1355.6% 304,852 $183.0M
Japan Science & Technology Agency 3.19% New 298,667 $179.3M
Mercer Global Advisors Inc. 0.29% Add +33.1% 292,663 $175.7M
Northern Trust Corp. 0.02% Reduce -0.4% 272,262 $163.5M
Harbour Investments, Inc. 3.67% Add +3.2% 269,758 $162.0M
Allen Investment Management, LLC 1.80% Add +13.0% 269,233 $161.6M
Balyasny Asset Management L.P. 0.33% Add +19.9% 266,840 $160.2M
PPSC Investment Service Corp 12.67% Reduce -0.3% 266,054 $159.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 10.77% Reduce -2.8% 266,415 $159.7M
Blair William & Co. 0.42% Reduce -1.8% 265,585 $159.4M
Saudi Central Bank 6.02% No change 263,622 $158.5M
Composition Wealth, LLC 2.37% Reduce -34.3% 263,399 $158.1M
HSBC Holdings PLC 0.09% Add +6.0% 263,759 $157.6M
Stephens Inc. 1.98% Add +3.8% 258,582 $155.2M
Engineers Gate Manager LP 1.78% Add +146.3% 258,560 $155.2M
Johns Hopkins University 8.65% No change 258,537 $155.2M
Sanders Morris Harris LLC 20.42% Add +15.2% 254,638 $152.9M
Mizuho Bank, Ltd. 16.93% Reduce -15.3% 254,000 $152.5M
AQR Capital Management 0.10% Add +77.8% 253,226 $152.0M
Arax Advisory Partners 2.15% Add +203.3% 249,424 $149.7M
Steel Grove Capital Advisors, LLC 17.26% No change 262,200 $144.6M
Toronto Dominion Bank 0.28% Reduce -26.3% 240,591 $144.4M
Qube Research & Technologies Ltd 0.20% Add +524.8% 239,482 $143.8M
NewEdge Advisors, LLC 0.63% Add +47.1% 358,097 $138.1M
Bailard, Inc. 2.97% Add +157.4% 227,269 $136.4M
Wealthfront Advisers LLC 0.32% Add +9.4% 226,865 $136.2M
Stratos Wealth Partners, LTD. 1.61% Add +11.3% 225,367 $135.3M
Daiwa Securities Group Inc. 0.46% Reduce -26.9% 223,589 $134.2M
FIL Ltd 0.10% Reduce -2.0% 215,335 $129.3M
Modern Wealth Management, LLC 2.53% Reduce -7.3% 212,798 $127.8M
Allianz SE 2.69% Add +36.5% 210,957 $126.7M
Prime Capital Investment Advisors, LLC 1.59% Reduce -0.8% 210,308 $126.3M
Steele Capital Management, Inc. 5.55% Reduce -0.8% 208,391 $125.3M
Anchor Capital Management Group Inc 61.70% Reduce -9.7% 203,000 $121.9M
Verition Fund Management LLC 0.73% Add +12.1% 202,335 $121.5M
CSM Advisors, LLC 3.34% Reduce -0.6% 199,219 $119.6M
RiverFront Investment Group, LLC 2.10% Add +4.4% 198,835 $119.5M
J.W. Cole Advisors, Inc. 2.27% Add +1.5% 197,604 $118.6M
Beacon Capital Management, Inc. 5.65% Add +8.2% 197,182 $118.4M
Beacon Pointe Advisors, LLC 1.00% Add +30.4% 195,480 $117.4M
Constellation Investments, Inc. 5.47% No change 195,000 $117.1M
SBI Securities Co., Ltd. 3.00% Reduce -1.4% 194,954 $117.0M
Pinnacle Associates Ltd. 1.55% Add +2.8% 194,344 $116.7M
Ensign Peak Advisors, Inc 0.19% Reduce -2.1% 192,300 $115.5M
Apexium Financial, LP 5.53% Reduce -1.2% 189,205 $113.6M
Parker Investment Management, LLC 15.45% Reduce -0.9% 188,560 $113.2M
Integrated Wealth Concepts LLC 1.01% Reduce -8.0% 187,778 $112.7M
Hollencrest Capital Management 4.02% Add +0.3% 185,246 $111.2M
Merit Financial Group, LLC 1.02% Add +11.4% 184,939 $111.0M
Taiyo Life Insurance Co. 9.68% No change 184,000 $110.5M
Industrial Alliance Investment Management Inc. 66.10% Add +6.4% 182,413 $109.5M
D.A. Davidson & Co. 0.70% Add +3.5% 182,192 $109.4M
Trilogy Capital Inc. 5.05% Reduce -5.2% 181,936 $109.2M
VestGen Advisors, LLC 3.58% Add +2.4% 179,176 $107.6M
Perigon Wealth Management, LLC 2.18% Reduce -1.9% 177,999 $106.9M
Stadion Money Management, LLC 8.48% Reduce -5.5% 176,851 $106.2M
Focused Wealth Management, Inc 11.48% Add +1.7% 176,686 $106.1M
PEAK6 LLC 2.66% Add +8809550.0% 176,193 $105.8M
Independent Financial Group, LLC 2.54% Add +1.7% 176,035 $105.7M
Kestra Private Wealth Services, LLC 1.38% Reduce -3.0% 175,580 $105.4M
Wolverine Trading, LLC 2.09% New 173,291 $103.8M
Diversify Advisory Services, LLC 3.48% Reduce -9.3% 163,707 $103.5M
Baltimore-Washington Financial Advisors, Inc. 4.41% Reduce -0.4% 171,162 $102.8M
Focus Financial Network, Inc. 3.59% Add +0.9% 167,692 $100.7M
CIBC Private Wealth Group LLC 0.17% Reduce -1.8% 166,524 $100.0M
Meridian Wealth Management, LLC 3.78% Add +1.1% 163,944 $98.4M
Advisory Services Network, LLC 1.44% Reduce -2.0% 163,703 $98.3M
National Bank of Canada 0.11% Add +2139.5% 159,808 $95.9M
Federation des caisses Desjardins du Quebec 0.37% Add +3.3% 158,139 $94.9M
Cresset Asset Management, LLC 0.42% Add +8.7% 157,926 $94.9M
Sun Life Financial Inc. 4.80% Reduce -2.5% 156,640 $94.0M
Concurrent Investment Advisors, LLC 1.61% Reduce -0.6% 155,392 $93.3M
Allworth Financial LP 0.41% Add +0.5% 154,214 $92.6M
Global Retirement Partners, LLC 2.06% Reduce -3.0% 152,941 $91.8M
Frank, Rimerman Advisors LLC 5.88% Add +0.1% 152,577 $91.6M
Arrow Financial Corp 9.36% Reduce -3.8% 152,428 $91.5M
Pittenger & Anderson Inc. 3.34% Add +0.1% 151,926 $91.2M
Phoenix Financial Ltd. 1.10% Add +1.6% 150,399 $90.4M
Venture Visionary Partners LLC 3.10% Add +2.9% 149,892 $90.0M
Atria Investments, Inc 1.01% Reduce -1.4% 147,433 $88.5M
Wescott Financial Advisory Group, LLC 7.91% Reduce -0.6% 146,799 $88.1M
Walleye Capital LLC 0.79% Add +731.2% 146,546 $88.0M
Yarbrough Capital, LLC 2.70% No change 144,498 $86.8M
Comerica Bank 0.33% Add +6.4% 143,840 $86.4M
Edmond DE Rothschild Holding S.A. 1.33% Add +0.3% 143,496 $86.2M
Clearstead Trust, LLC 14.69% Reduce -1.0% 143,243 $86.0M
Pine Ridge Advisers LLC 5.87% Add +0.0% 142,556 $85.6M
SummitTX Capital, L.P. 3.55% Add +20.3% 142,000 $85.3M
M&T Bank Corp 0.29% Add +2.1% 141,205 $84.8M
Wealthspire Advisors, LLC 0.44% Add +9.8% 141,025 $84.7M
Clear Street Group Inc. 0.41% — 140,591 $84.4M
IHT Wealth Management, LLC 2.13% Reduce -0.9% 140,131 $84.1M
Belvedere Trading LLC 6.75% Add +43.2% 139,938 $84.0M
AXS Investments LLC 26.33% New 137,712 $83.6M
Prospera Financial Services Inc 1.43% Add +1.6% 139,026 $83.5M
Thrivent Financial for Lutherans 0.17% Reduce -17.2% 137,837 $82.8M
Oppenheimer & Co. Inc. 1.01% Reduce -0.1% 137,808 $82.7M
SG Americas Securities, LLC 0.30% Reduce -29.7% 136,620 $82.0M
Winthrop Advisory Group LLC 7.16% Add +2.0% 136,190 $81.9M
American Financial Advisors, LLC 10.34% Add +18.1% 133,738 $80.3M
Sand Hill Global Advisors, LLC 2.78% Reduce -1.2% 131,728 $79.1M
Silicon Valley Capital Partners 7.46% Reduce -0.5% 131,679 $79.1M
Berkshire Money Management, Inc. 8.07% Reduce -0.3% 130,537 $78.4M
Bokf, NA 1.17% Add +3.2% 129,079 $77.5M
Western Wealth Management, LLC 4.09% Reduce -0.6% 128,721 $77.3M
Y.D. More Investments Ltd 4.35% Add +376.6% 128,934 $77.0M
Csenge Advisory Group 3.66% Reduce -5.5% 127,797 $76.7M
SteelPeak Wealth, LLC 2.57% Add +2.6% 127,396 $76.5M
Rollins Financial Advisors, LLC 11.57% Reduce -2.1% 127,383 $76.5M
Paragon Advisors, LLC 19.59% Add +33743.4% 126,236 $75.8M
Credit Agricole S A 0.25% — 126,120 $75.7M
Bank Hapoalim BM 9.74% Add +48.7% 125,908 $75.6M
Intellus Advisors LLC 10.26% Add +0.5% 125,007 $75.1M
Jane Street Group, LLC 0.09% Reduce -75.9% 124,782 $74.9M
Beacon Capital Management, LLC 10.61% Reduce -2.9% 124,382 $74.7M
Citizens Financial Group Inc. 1.02% Add +4.4% 124,032 $74.5M
Flow Traders U.S. LLC 2.98% Add +147.9% 121,817 $73.1M
Level Four Advisory Services, LLC 2.50% Reduce -2.9% 121,507 $72.9M
Orion Porfolio Solutions, LLC 0.56% Reduce -1.4% 121,182 $72.8M
King Wealth Management Group 9.10% Add +0.8% 120,667 $72.4M
BlackRock, Inc. 0.00% Add +21.1% 120,382 $72.3M
Banque Pictet & Cie SA 0.72% Reduce -0.3% 119,722 $71.6M
Sigma Planning Corp 2.03% Reduce -10.3% 118,807 $71.3M
Marex Group Ltd 0.88% Add +61.4% 118,392 $71.1M
Main Management LLC 5.20% Reduce -29.4% 118,228 $71.0M
Balance Wealth Partners LLC 17.50% Add +13085.5% 118,010 $70.8M
Belpointe Asset Management LLC 2.70% Add +11.9% 117,833 $70.7M
Foundations Investment Advisors, LLC 1.02% Reduce -27.5% 117,192 $70.4M
Sowell Financial Services LLC 2.69% Reduce -1.3% 116,823 $70.1M
Intergy Private Wealth, LLC 21.76% Reduce -0.5% 115,859 $69.6M
Embree Financial Group 9.24% Reduce -2.8% 114,767 $68.9M
Johnson Investment Counsel Inc. 0.58% Add +4.7% 114,610 $68.8M
Juniper Hill Capital Management LP 16.19% No change 113,987 $68.4M
Virtus Wealth Solutions LLC 13.11% Reduce -2.0% 113,503 $68.1M
Amundi 0.02% Add +4.2% 111,908 $68.0M
GenTrust, LLC 3.07% Reduce -0.0% 112,386 $67.6M
OVERSEA-CHINESE BANKING Corp Ltd 1.74% Reduce -0.6% 112,084 $67.3M
Summit Financial, LLC 1.03% Reduce -5.2% 111,824 $67.1M
Edgestream Partners, L.P. 1.96% Add +173.8% 111,584 $67.0M
iA Global Asset Management Inc. 0.91% Reduce -39.0% 110,476 $66.3M
CreativeOne Wealth, LLC 1.61% Add +15.9% 110,146 $66.1M
CoreCap Advisors, LLC 2.40% Add +4.3% 109,946 $66.0M
Fifth Third Securities, Inc. 4.50% Add +2.6% 109,863 $66.0M
Greenup Street Wealth Management LLC 10.08% Reduce -4.7% 109,285 $65.6M
Presidio Capital Management, LLC 22.97% Add +4.7% 109,069 $65.5M
Farther Finance Advisors, LLC 0.99% Add +55.0% 108,996 $65.4M
USA Financial Formulas 11.50% Reduce -5.2% 108,717 $65.3M
Mirae Asset Global Investments Co., Ltd. 0.20% Reduce -73.8% 108,235 $65.0M
Principal Financial Group Inc. 0.03% Add +23.7% 108,110 $64.9M
Mackenzie Financial Corp. 0.08% Reduce -1.1% 107,569 $64.6M
Sequoia Financial Advisors, LLC 0.39% Add +2.5% 107,365 $64.5M
Quantinno Capital Management LP 0.17% Add +67.0% 106,452 $63.9M
Parallax Volatility Advisers, L.P. 2.15% New 106,284 $63.8M
SWF LLC 6.46% New 105,000 $63.0M
Sagespring Wealth Partners, LLC 1.22% Reduce -1.1% 104,026 $62.5M
Scotia Capital Inc. 0.26% Reduce -12.2% 103,599 $62.2M
Gotham Asset Management 0.27% Add +108.8% 103,080 $61.9M
Prosperity Consulting Group, LLC 3.03% Add +886.9% 102,486 $61.5M
AdvisorShares Investments LLC 10.04% New 102,400 $61.5M
Kingsview Wealth Management, LLC 0.94% Reduce -3.3% 102,364 $61.5M
Ameritas Advisory Services, LLC 4.01% Add +42.4% 101,959 $61.2M
Fusion Family Wealth, LLC 4.56% Reduce -2.4% 101,360 $60.9M
D. E. Shaw & Co. 0.05% New 100,900 $60.6M
Socha Financial Group, LLC 25.53% Reduce -1.9% 100,653 $60.4M
Kentucky Farm Bureau Mutual Insurance Co 14.78% No change 100,000 $60.0M
Waverly Advisors, LLC 0.60% Reduce -2.1% 99,969 $60.0M
Essex Financial Services, Inc. 3.59% Add +0.0% 99,865 $60.0M
Falcon Wealth Planning 5.39% Add +2.5% 99,823 $59.9M
Baker Avenue Asset Management, LP 1.43% Add +18.6% 99,706 $59.9M
Halter Ferguson Financial Inc. 14.51% Reduce -6.1% 99,558 $59.8M
&partners 0.38% Add +35.3% 99,505 $59.7M
Serenus Wealth Advisors, LLC 10.18% Add +3.5% 107,881 $59.6M
Wealthcare Advisory Partners LLC 1.23% Reduce -7.3% 98,135 $58.9M
Mitsubishi UFJ Trust & Banking Corp 0.13% Add +95.8% 97,845 $58.7M
Bank of New York Mellon Corp 0.01% Reduce -6.6% 97,771 $58.7M
Golden Reserve Retirement LLC 15.15% Add +13.3% 97,200 $58.4M
Nan Shan Life Insurance Co., Ltd. 1.24% Add +82.2% 97,217 $58.4M
Nicholas Hoffman & Company, LLC. 1.41% Add +0.5% 97,173 $58.3M
McElhenny Sheffield Capital Management, LLC 13.68% Add +8.7% 96,167 $57.7M
Portfolio Strategies, Inc. 6.67% Reduce -1.1% 95,570 $57.4M
Ascent Wealth Partners, LLC 6.61% Add +0.3% 94,936 $57.0M
HB Wealth Management, LLC 0.39% Add +19.8% 94,679 $56.8M
Pacific Center for Financial Services 14.47% Reduce -2.0% 94,535 $56.8M
Point72 Europe (London) LLP 3.08% Reduce -39.0% 94,308 $56.6M
Alliancebernstein L.P. 0.02% Reduce -0.4% 93,380 $56.1M
IFP Advisors, Inc 1.45% Add +2.9% 92,954 $55.8M
B & T Capital Management DBA Alpha Capital Management 8.85% Reduce -1.3% 92,950 $55.8M
Smithfield Trust Co 2.49% Reduce -1.0% 92,721 $55.7M
Parcion Private Wealth LLC 3.41% Reduce -8.3% 90,909 $54.6M
Apollon Wealth Management, LLC 0.97% Add +1.1% 90,526 $54.3M
PFG Advisors 2.18% Add +1.1% 88,680 $53.2M
Cooper Financial Group 5.89% Add +2.2% 88,677 $53.2M
CJM Wealth Advisers, Ltd. 16.31% Reduce -4.5% 88,434 $53.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +271.4% 88,236 $53.0M
IFG Advisory, LLC 2.40% Reduce -0.0% 87,889 $52.8M
Activest Wealth Management 10.67% Add +10.2% 87,734 $52.7M
Akuna Securities LLC 7.55% Add +70.8% 87,572 $52.6M
Thor Trading Advisors, LLC 26.70% Add +228.1% 87,481 $52.5M
Affinity Wealth Management LLC 7.67% Reduce -0.1% 87,314 $52.4M
Evensky & Katz LLC 3.03% Reduce -4.2% 86,870 $52.2M
Moment Partners, LLC 9.21% Reduce -1.6% 86,771 $52.1M
AMG National Trust Bank 1.27% Add +0.0% 86,664 $52.0M
Humankind Investments LLC 11.90% No change 86,575 $52.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 10.57% Reduce -4.2% 85,871 $51.5M
Jacobi Capital Management LLC 3.12% Add +2.0% 85,349 $51.2M
Fortune 45 LLC 25.63% Add +4.3% 84,312 $50.5M
RFG Holdings, Inc. 12.97% Add +1.9% 83,741 $50.3M
Greenwood Gearhart LLC 2.89% Add +1.2% 83,504 $50.1M
CIBC Asset Management Inc 0.14% Reduce -5.8% 82,228 $49.4M
NTV Asset Management LLC 5.38% Reduce -1.3% 82,162 $49.3M
Life Line Wealth Management LLC 15.02% Reduce -1.9% 82,036 $49.3M
Trifecta Capital Advisors, LLC 7.46% Reduce -1.7% 81,724 $49.1M
Safeguard Investment Advisory Group, LLC 12.10% Reduce -8.9% 81,218 $48.8M
Round Rock Advisors LLC 7.67% Add +3.3% 80,588 $48.4M
PSI Advisors, LLC 12.47% Add +12738.0% 79,981 $48.0M
Tanglewood Wealth Management, Inc. 4.42% Reduce -0.7% 79,217 $47.6M
Oxler Private Wealth LLC 13.79% Add +0.4% 78,963 $47.4M
Cantor Fitzgerald Investment Advisors L.P. 3.21% Reduce -2.6% 78,589 $47.2M
Aragon Global Management, LP 14.39% No change 77,995 $46.8M
Wallace Hart LLC 34.39% Add +1.9% 77,885 $46.8M
Segment Wealth Management, LLC 2.80% Reduce -2.4% 77,707 $46.7M
Larson Financial Group LLC 1.63% Reduce -20.8% 77,329 $46.4M
TD Private Client Wealth LLC 1.04% Reduce -1.3% 76,864 $46.1M
Brown Advisory Inc. 0.06% Add +20.0% 76,811 $46.1M
Client First Capital LLC 20.44% Reduce -1.7% 76,413 $45.9M
AE Wealth Management LLC 0.29% Add +7.9% 76,271 $45.8M
TD Waterhouse Canada Inc. 0.30% Add +9.2% 75,336 $45.5M
Integrity Alliance, Llc. 2.12% Add +25.2% 75,007 $45.0M
Mine & Arao Wealth Creation & Management, LLC. 18.30% Reduce -2.0% 74,995 $45.0M
Valence8 US LP 15.43% Reduce -8.8% 74,961 $45.0M
Dakota Wealth Management 0.90% Reduce -13.0% 74,494 $44.7M
Madrona Financial Services, LLC 9.83% Reduce -0.9% 74,209 $44.6M
Aptus Capital Advisors, LLC 0.40% Reduce -57.4% 73,836 $44.3M
Arkadios Wealth Advisors 1.08% Add +4.7% 73,563 $44.2M
Pathstone Holdings, LLC 0.17% Reduce -30.2% 73,035 $43.8M
Harel Insurance Investments & Financial Services Ltd. 0.39% Add +2.8% 72,980 $43.8M
Financial Engines Advisors L.L.C. 0.08% Add +32.3% 71,538 $42.9M
Jaffetilchin Investment Partners, LLC 2.57% Add +0.8% 71,444 $42.9M
Dynamic Advisor Solutions LLC 1.24% Reduce -26.9% 71,443 $42.9M
Kirkwood Financial Services 15.85% — 71,268 $42.8M
Kozak & Associates, Inc. 8.41% Reduce -3.8% 70,783 $42.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.33% Add +181.0% 71,090 $42.6M
Financiere des Professionnels - Fonds d'investissement inc. 2.45% Reduce -5.3% 70,750 $42.5M
First Heartland Consultants, Inc. 3.42% Add +25.2% 70,545 $42.4M
Betterment LLC 0.08% Reduce -4.1% 70,473 $42.3M
Wedbush Securities Inc. 1.38% Add +3.2% 70,363 $42.2M
Bleakley Financial Group, LLC 0.98% Reduce -9.1% 70,269 $42.2M
Tower Research Capital LLC (TRC) 1.16% Reduce -49.9% 70,100 $42.1M
Pacific Capital Wealth Advisors, Inc. 7.25% Add +6.0% 69,790 $41.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.24% New 69,696 $41.8M
One Capital Management, LLC 1.33% Add +0.1% 69,515 $41.7M
Creekmur Asset Management LLC 6.89% Add +2.7% 69,224 $41.6M
LM Advisors LLC 5.97% Add +119.6% 68,614 $41.2M
Gratus Wealth Advisors, LLC 5.78% Add +1.2% 68,422 $41.1M
Mutual Advisors, LLC 0.90% Add +7.5% 67,238 $41.1M
Private Advisory Group LLC 3.57% Add +56.8% 68,216 $41.0M
World Investment Advisors 0.84% Add +3.2% 68,092 $40.9M
Klingenstein Fields & Co. LP 1.54% Reduce -0.8% 67,888 $40.8M
Lodestar Private Asset Management LLC 4.24% Reduce -3.5% 67,706 $40.6M
Bawa N Mallick Trust 15.37% No change 67,670 $40.6M
Impact Partnership Wealth, LLC 6.03% Reduce -23.0% 67,493 $40.5M
Aft, Forsyth & Sober, LLC 12.50% No change 67,125 $40.3M
Rwa Wealth Partners, LLC 0.46% Reduce -5.5% 67,111 $40.3M
Richmond Brothers, Inc. 25.43% Reduce -2.7% 67,105 $40.3M
IFG Advisors, LLC 6.56% Reduce -6.0% 67,007 $40.2M
Penserra Capital Management LLC 0.48% Add +26.2% 66,979 $40.2M
Westwood Holdings Group Inc. 0.29% Add +87.1% 66,648 $40.0M
Altus Wealth Management, LLC 17.71% Add +1.4% 66,625 $40.0M
Regions Financial Corp. 0.26% Add +2.3% 66,573 $40.0M
Great Valley Advisor Group, Inc. 0.80% Add +1.2% 66,330 $39.8M
Hudson Bay Capital Management LP 0.28% Reduce -87.8% 66,040 $39.6M
Nwam LLC 2.15% Reduce -0.6% 65,114 $39.6M
Geneos Wealth Management Inc. 1.00% Reduce -16.7% 65,696 $39.4M
Transamerica Financial Advisors, LLC 3.27% Add +0.9% 65,619 $39.4M
Natixis 0.21% Reduce -79.5% 65,568 $39.4M
Pilgrim Partners Asia Pte Ltd 17.44% — 65,200 $39.1M
GPS Wealth Strategies Group, LLC 4.13% Reduce -0.4% 65,179 $39.1M
Richmond Investment Services, LLC 7.28% Add +2.0% 65,152 $39.1M
Tucker Asset Management LLC 11.73% Add +4.0% 64,828 $38.9M
HWG Holdings LP 9.84% Add +11.2% 64,704 $38.8M
Pinnacle Wealth Management Advisory Group, LLC 2.91% Add +8.1% 64,651 $38.8M
U.S. Capital Wealth Advisors, LLC 1.03% Add +1.8% 64,019 $38.4M
Strive Asset Management, LLC 20.74% Add +1.9% 63,710 $38.2M
OneDigital Investment Advisors LLC 0.39% Reduce -8.4% 63,142 $37.9M
TTP Investments, Inc. 10.96% Add +18.2% 62,413 $37.8M
Regal Investment Advisors LLC 2.46% Add +1.5% 62,938 $37.8M
RIA Advisory Group LLC 9.72% Reduce -5.4% 62,778 $37.7M
Goldstone Financial Group, LLC 4.45% Add +1.7% 62,692 $37.6M
ING Groep NV 0.20% No change 62,369 $37.4M
Whittier Trust Co. of Nevada Inc. 0.80% Reduce -0.4% 61,909 $37.3M
NorthCoast Asset Management LLC 0.14% Add +1.0% 61,748 $37.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.94% Add +2.9% 61,669 $37.0M
Georgetown University 12.33% Reduce -45.8% 61,472 $36.9M
Carnegie Mellon University 27.85% No change 61,039 $36.6M
Kennicott Capital Management LLC 17.66% Reduce -1.1% 60,966 $36.6M
Chokshi & Queen Wealth Advisors, Inc 19.30% Add +1.3% 60,722 $36.5M
Briaud Financial Planning Inc 11.87% Reduce -0.4% 60,517 $36.3M
Ameritas Investment Partners, Inc. 1.11% Add +10.5% 60,508 $36.3M
Fortis Capital Advisors, LLC 5.73% Add +0.8% 60,283 $36.2M
Insigneo Advisory Services, LLC 2.54% Add +46.7% 60,275 $36.2M
Ausdal Financial Partners, Inc. 1.76% Add +42.6% 60,170 $36.1M
Texas Yale Capital Corp. 1.13% Add +0.1% 59,737 $35.9M
Certified Advisory Corp 3.41% Add +4.5% 59,714 $35.9M
RFG Advisory, LLC 0.74% Add +3.6% 59,676 $35.8M
Horizon Wealth Management, LLC 5.25% Reduce -54.2% 59,606 $35.8M
Arkansas Financial Group, Inc. 5.23% Add +8.3% 59,181 $35.5M
FF Advisors,LLC 16.93% Add +1.2% 59,009 $35.4M
Wilmar Advisors LLC 29.08% No change 59,000 $35.4M
EMC Capital Management 16.70% Add +0.0% 58,798 $35.3M
Calton & Associates, Inc. 5.30% Add +1.5% 58,764 $35.3M
KCM Investment Advisors LLC 1.14% Reduce -1.3% 58,422 $35.1M
Connecticut Wealth Management, LLC 1.56% Add +0.1% 58,408 $35.1M
Northern Capital Management, Inc. 18.89% Add +0.3% 57,977 $34.8M
HBW Advisory Services LLC 3.90% Add +0.3% 57,732 $34.7M
Centaurus Financial, Inc. 1.62% Add +8.5% 57,569 $34.6M
DHJJ Financial Advisors, Ltd. 11.65% Add +0.5% 57,192 $34.3M
Empowered Funds, LLC 0.35% Add +552.0% 57,028 $34.2M
Cercano Management LLC 1.31% Reduce -24.1% 56,951 $34.2M
Harvest Investment Advisors, LLC 19.99% Reduce -2.1% 56,700 $34.0M
Strategic Advocates LLC 8.86% Add +3.9% 56,653 $34.0M
Roundview Capital LLC 2.13% Add +0.6% 56,154 $33.7M
Tidal Investments LLC 0.14% Add +11.2% 56,086 $33.7M
Benjamin Edwards Inc. 0.38% Add +2.6% 55,968 $33.6M
NRI Wealth Management LC 17.95% Reduce -6.1% 55,922 $33.6M
Neuberger Berman Group LLC 0.02% Add +5.3% 55,816 $33.5M
Commonwealth Financial Services, LLC 5.72% Add +3.3% 55,639 $33.4M
TCP Asset Management, LLC 5.93% Reduce -1.9% 55,344 $33.2M
Kingswood Wealth Advisors, LLC 2.00% Add +19.1% 55,125 $33.1M
Caprock Group, LLC 0.81% — 57,986 $33.1M
International Assets Investment Management, LLC 2.65% No change 60,222 $32.9M
Circle Wealth Management, LLC 0.64% Add +18.6% 54,614 $32.8M
Clarity Wealth Advisors, LLC 7.22% Add +0.4% 54,606 $32.8M
Pps&v Asset Management Consultants, Inc. 18.75% Add +0.3% 54,103 $32.5M
Wealthspire Retirement, LLC 2.07% Reduce -3.3% 53,943 $32.4M
Valeo Financial Advisors, LLC 0.74% Reduce -70.2% 53,836 $32.3M
Silverleafe Capital Partners, LLC 9.98% Add +2.1% 53,829 $32.3M
Wilmington Savings Fund Society, FSB 0.77% Reduce -19.2% 53,212 $31.9M
Investment Advisory Services Inc. /TX 10.03% Add +1.9% 53,015 $31.8M
Choreo, LLC 0.41% Add +0.6% 52,941 $31.8M
Harfst & Associates, Inc. 5.87% Add +0.4% 52,984 $31.8M
Snowden Capital Advisors LLC 0.87% Reduce -16.1% 52,852 $31.8M
Commerce Bank 0.18% Add +4.8% 52,714 $31.6M
Davidson Capital Management Inc. 7.06% Add +0.1% 52,623 $31.6M
SCS Capital Management LLC 0.34% Add +2.8% 52,394 $31.5M
Man Group plc 0.06% Add +24.8% 52,388 $31.5M
Banco Santander, S.A. 0.28% Add +17.0% 52,063 $31.3M
Integrated Advisors Network LLC 1.31% Reduce -2.0% 51,971 $31.2M
Kiley Juergens Wealth Management, LLC 6.86% Reduce -1.6% 51,717 $31.0M
Resolute Advisors LLC 7.94% Add +0.2% 51,457 $30.9M
D. Scott Neal, Inc. 14.29% Reduce -0.6% 51,460 $30.9M
StoneX Group Inc. 1.35% Add +4.3% 51,287 $30.8M
Kwmg, LLC 2.68% Add +0.6% 50,939 $30.6M
Onyx Bridge Wealth Group LLC 3.32% Add +3.2% 50,918 $30.6M
Financial Life Planners 20.54% Add +3.3% 50,928 $30.6M
Sanchez Wealth Management Group 6.78% Add +16.1% 50,821 $30.5M
Parallel Advisors, LLC 0.56% Add +7.9% 50,721 $30.5M
Redwood Investment Management, LLC 3.30% Reduce -5.3% 50,700 $30.4M
Avestar Capital, LLC 2.17% Add +132.6% 50,457 $30.3M
Smith Chas P & Associates Pa Cpas 2.62% Reduce -39.8% 50,360 $30.2M
AJ Advisors, LLC 12.35% Add +1.0% 50,269 $30.2M
Clear Creek Financial Management, LLC 2.61% Reduce -10.2% 50,180 $30.1M
Fairfield Financial Advisors, LTD 10.13% Reduce -1.2% 50,095 $30.1M
AtlasMark Financial, Inc 20.04% Add +2.7% 49,930 $30.0M
Schonfeld Strategic Advisors LLC 0.21% Reduce -79.4% 49,639 $29.8M
Bison Wealth, LLC 2.74% Reduce -9.2% 47,741 $29.7M
Synovus Financial Corp. 0.34% Reduce -0.8% 49,499 $29.7M
Greenwich Wealth Management LLC 1.48% Add +21.4% 49,290 $29.6M
Jmac Enterprises LLC 5.84% Add +2.0% 49,165 $29.5M
MBE Wealth Management, LLC 12.76% Reduce -3.4% 49,158 $29.5M
Fortis Group Advisors, LLC 5.06% Reduce -1.1% 46,733 $29.4M
Bank Pictet & Cie (Europe) AG 0.59% Reduce -4.4% 49,031 $29.3M
Eisler Capital Management Ltd. 0.66% Add +1386.4% 49,050 $29.3M
Banque Cantonale Vaudoise 1.09% Add +11.4% 48,622 $29.2M
Bessemer Group Inc. 0.04% Reduce -12.2% 48,602 $29.2M
Conservest Capital Advisors, Inc. 2.68% Add +1.0% 48,313 $29.0M
Archer Investment Corp 6.55% Reduce -0.9% 48,266 $29.0M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -88.5% 48,028 $28.8M
Pine Valley Investments Ltd Liability Co 1.50% Add +4.0% 47,975 $28.8M
Nations Financial Group Inc, /Ia/ 1.79% Reduce -0.1% 47,943 $28.8M
Mount Lucas Management LP 12.96% Reduce -3.4% 47,847 $28.7M
PKS Advisory Services, LLC 6.66% Reduce -0.2% 47,731 $28.7M
Financial Enhancement Group LLC 3.84% Add +0.3% 46,842 $28.6M
American Trust 2.41% Add +10.9% 47,618 $28.6M
Scott Capital Advisors, LLC 6.45% Reduce -2.5% 46,614 $28.5M
FineMark National Bank & Trust 0.93% Add +6.9% 47,408 $28.5M
Thoroughbred Financial Services, LLC 1.74% Reduce -1.9% 46,936 $28.2M
Hudock, Inc. 4.28% Reduce -0.1% 46,927 $28.2M
Darrow Company, Inc. 13.00% Add +2.2% 46,219 $28.0M
Burns J W & Co. Inc. 3.16% Reduce -0.2% 46,544 $27.9M
Obermeyer Wealth Partners 1.30% Add +18.5% 46,187 $27.7M
New Perspectives, Inc 12.40% Reduce -4.2% 46,152 $27.7M
JBF Capital, Inc. 3.92% No change 46,000 $27.6M
Capital Advisors Wealth Management, LLC 3.93% Add +8.9% 45,909 $27.6M
Sachetta, LLC 10.22% Reduce -2.2% 45,730 $27.5M
B. Riley Wealth Advisors, Inc. 1.31% Reduce -4.3% 45,497 $27.3M
Cynosure Group, LLC 2.96% Add +8.9% 45,417 $27.3M
Bridgewater Advisors Inc. 1.89% Add +2.8% 44,497 $27.2M
Envestnet Portfolio Solutions, Inc. 0.10% Add +9.2% 45,176 $27.1M
Rye Brook Capital LLC 22.80% Reduce -0.7% 45,105 $27.1M
WealthCare Investment Partners, LLC 8.78% Reduce -0.6% 44,835 $27.0M
Gouws Capital LLC 14.86% Add +30.0% 45,019 $27.0M
Evolution Wealth Advisors, LLC 3.62% Reduce -4.7% 44,884 $26.9M
Flputnam Investment Management Co. 0.40% Add +5.2% 44,879 $26.9M
Blue Zone Wealth Advisors, LLC 5.37% Add +1.2% 44,842 $26.9M
Ellis Investment Partners, LLC 4.84% Add +2.4% 44,673 $26.8M
Fairway Wealth LLC 7.52% Add +5.8% 44,647 $26.8M
United Capital Financial Advisors, LLC 0.19% Reduce -0.5% 44,370 $26.6M
Antonelli Financial Advisors, LLC 18.09% Reduce -3.0% 44,347 $26.6M
Amplius Wealth Advisors, LLC 2.29% Reduce -38.2% 44,215 $26.5M
Lowe Wealth Advisors, LLC 9.67% Reduce -0.8% 44,139 $26.5M
MIG Capital, LLC 3.88% Reduce -37.9% 44,019 $26.4M
Cerro Pacific Wealth Advisors LLC 7.22% Reduce -3.8% 43,931 $26.4M
Principal Securities, Inc. 0.43% Add +3.5% 43,860 $26.3M
Davies Financial Advisors, Inc. 21.38% Reduce -7.7% 43,851 $26.3M
Shulman DeMeo Asset Management LLC 6.02% Reduce -0.2% 43,635 $26.2M
Stratos Wealth Advisors, LLC 1.26% Add +4.7% 43,550 $26.1M
Coyle Financial Counsel LLC 6.01% Add +4.9% 43,458 $26.1M
Summit Securities Group LLC 8.57% Reduce -19.4% 43,442 $26.1M
Balanced Wealth Group LLC 11.42% Add +0.3% 47,555 $26.0M
Retirement Planning Group, LLC 0.90% Add +12.2% 43,237 $26.0M
Foster Group, Inc. 0.81% Add +0.0% 43,214 $25.9M
Platt Investment Counsel, LLC 20.41% Add +10.6% 43,158 $25.9M
Eagle Global Advisors LLC 0.99% Reduce -1.4% 43,142 $25.9M
Allianz Asset Management GmbH 0.03% Reduce -52.8% 43,066 $25.9M
Ally Financial Inc. 3.19% Add +126.3% 43,000 $25.8M
Pinkerton Wealth, LLC 2.76% Reduce -20.3% 42,825 $25.7M
Hilltop Holdings Inc. 1.36% Add +108.7% 42,821 $25.7M
TruWealth Advisors, LLC 1.30% Reduce -0.6% 42,711 $25.6M
Certuity, LLC 1.76% Add +4.1% 42,570 $25.6M
Moloney Securities Asset Management, LLC 3.05% Add +41.6% 42,486 $25.5M
Prudent Investors Network, Inc. 6.24% Add +0.8% 42,440 $25.5M
KilterHowling LLC 14.13% Add +0.8% 42,268 $25.4M
CRA Financial Services, LLC 3.47% Add +2.0% 42,250 $25.4M
Flagship Wealth Advisors, LLC 8.28% Add +6.1% 41,861 $25.1M
Savant Capital, LLC 0.15% Add +12.1% 41,741 $25.1M
Kovack Advisors, Inc. 2.36% Add +26.0% 41,700 $25.0M
Focus Partners Advisor Solutions, LLC 0.28% Add +39.3% 40,591 $25.0M
GenWealth Group, Inc. 4.66% Add +1.1% 41,661 $25.0M
Parisi Gray Wealth Management 6.49% Add +0.1% 41,544 $24.9M
Ashton Thomas Private Wealth, LLC 0.64% Add +21.1% 41,354 $24.9M
KPP Advisory Services LLC 3.69% Reduce -6.2% 41,395 $24.9M
PGIM Custom Harvest LLC 0.37% Reduce -8.5% 41,364 $24.8M
Oppenheimer Asset Management Inc. 0.27% Add +98.3% 41,234 $24.8M
Cornerstone Wealth Management, LLC 1.36% Add +4.4% 41,135 $24.7M
Park Avenue Securities LLC 0.19% Add +4.3% 41,121 $24.7M
Glenmede Investment Management, LP 0.12% Add +18.0% 41,106 $24.7M
Vontobel Holding Ltd. 0.08% Add +3.4% 40,972 $24.6M
Cedar Mountain Advisors, LLC 4.76% Reduce -3.7% 40,732 $24.5M
LifeSteps Financial, Inc. 15.61% Reduce -2.0% 40,487 $24.3M
Spinnaker Trust 1.35% Add +2.5% 40,479 $24.3M
Asset Management Group, Inc. 3.96% Reduce -0.3% 40,287 $24.2M
Private Wealth Partners, LLC 1.72% Reduce -1.4% 40,174 $24.1M
Washburn Capital Management, Inc. 13.46% Reduce -3.0% 40,131 $24.1M
Moore Capital Management, LP 0.49% Add +412.2% 40,001 $24.0M
Wealth Group Ltd 5.54% Add +62.0% 39,898 $24.0M
Summit Wealth Partners, LLC 4.32% Reduce -2.0% 39,837 $23.9M
Wealth Management Partners, LLC 7.59% Add +0.2% 39,802 $23.9M
Chicago Partners Investment Group LLC 0.62% Add +0.1% 37,690 $23.9M
LMR Partners LLP 0.46% Add +64.5% 39,729 $23.9M
Equitable Trust Co. 1.09% Add +46.0% 39,578 $23.8M
Axxcess Wealth Management, LLC 0.50% Add +1.6% 42,655 $23.6M
SAM Advisors, LLC 7.54% Reduce -0.8% 38,950 $23.4M
Anchor Investment Management, LLC 1.93% Reduce -0.8% 38,892 $23.3M
Lake Street Private Wealth, LLC 3.02% Add +0.9% 38,800 $23.3M
Cassaday & Co Wealth Management LLC 0.54% Reduce -1.6% 38,693 $23.2M
Beacon Financial Planning, Inc. 11.99% Reduce -1.6% 38,583 $23.2M
Generali Investments CEE, investicni spolecnost, a.s. 1.76% Add +1.4% 38,486 $23.1M
Penobscot Investment Management Company, Inc. 1.78% Reduce -0.3% 38,464 $23.1M
Stonegate Investment Group, LLC 0.53% Add +0.3% 38,260 $23.0M
Peak Planning Group, LLC 11.95% Add +20.3% 38,224 $22.9M
GC Wealth Management RIA, LLC 0.75% Add +129.7% 38,191 $22.9M
Moneta Group Investment Advisors LLC 0.18% Add +4.3% 38,128 $22.9M
Schnieders Capital Management, Llc. 3.69% — 37,894 $22.8M
Capital Management Associates, Inc 6.14% Add +2.3% 37,858 $22.7M
Apella Capital, LLC 0.51% Add +0.6% 37,880 $22.7M
Mgo One Seven LLC 0.52% Add +44.8% 37,767 $22.7M
Transcend Capital Advisors, LLC 1.60% Add +2.4% 37,721 $22.6M
Running Point Capital Advisors, LLC 6.05% Reduce -0.1% 37,602 $22.6M
Freestone Capital Holdings, LLC 0.69% Add +5.9% 37,523 $22.5M
Truvestments Capital LLC 4.06% Reduce -2.0% 37,388 $22.4M
Crescent Grove Advisors, LLC 2.14% Reduce -0.2% 37,195 $22.4M
Magnolia Capital Management Ltd. 17.12% Reduce -0.5% 37,177 $22.3M
Warwick Investment Management, Inc. 3.87% Add +0.2% 37,147 $22.3M
BostonPremier Wealth LLC 11.07% Add +2.2% 37,109 $22.3M
SOL Capital Management CO 1.99% Reduce -4.1% 37,059 $22.2M
Sunbelt Securities, Inc. 1.53% Add +44.8% 36,999 $22.2M
Robertson Stephens Wealth Management, LLC 0.66% Add +2.4% 36,532 $22.0M
Family Capital Management, Inc. 10.48% Reduce -0.7% 36,569 $22.0M
Brighton Jones LLC 0.52% Add +0.6% 36,448 $21.9M
Bar Harbor Wealth Management 1.31% Reduce -0.0% 36,411 $21.9M
Dumont & Blake Investment Advisors LLC 5.29% Reduce -1.0% 36,331 $21.8M
Mission Wealth Management, LP 0.44% Add +6.5% 36,202 $21.7M
FWG Holdings, LLC 9.31% Add +1.5% 33,950 $21.6M
Quattro Financial Advisors LLC 6.82% Reduce -1.4% 35,867 $21.5M
Alphadyne Asset Management LP 14.52% Add +59.0% 35,836 $21.5M
Sovereign Financial Group, Inc. 4.02% Add +0.6% 35,730 $21.5M
Garde Capital, Inc. 1.06% Add +1.2% 35,168 $21.1M
Steinberganna Wealth Management 9.90% — 35,068 $21.1M
First United Bank & Trust 6.83% Add +0.9% 35,062 $21.1M
Eagle Capital Management, LLC 7.95% Add +1.5% 35,025 $21.0M
Cantor Fitzgerald, L. P. 0.41% Reduce -5.1% 35,000 $21.0M
Tradition Wealth Management, LLC 1.54% Add +0.2% 34,772 $20.9M
Keybank National Association 0.07% Reduce -0.4% 34,740 $20.9M
Triton Wealth Management, PLLC 7.88% Reduce -1.2% 32,743 $20.7M
Blue Sky Capital Consultants Group, Inc. 9.09% Add +0.9% 34,521 $20.7M
Gladstone Institutional Advisory LLC 0.80% Reduce -2.4% 34,473 $20.7M
Joel Isaacson & Co., LLC 0.74% Add +28.3% 34,343 $20.6M
Trinity Wealth Management, LLC 7.73% Reduce -0.6% 34,335 $20.6M
Abich Financial Wealth Management LLC 7.30% — 34,178 $20.5M
Bluefin Capital Management, LLC 10.99% New 34,088 $20.5M
Milestone Asset Management, LLC 3.86% Add +135.8% 33,994 $20.4M
Granite Harbor Advisors, Inc. 8.55% Add +0.6% 33,861 $20.3M
Natixis Advisors, LLC 0.03% Add +1.8% 33,836 $20.3M
Founders Financial Securities LLC 1.38% Add +12.7% 33,802 $20.3M
Three Bridge Wealth Advisors, LLC 5.23% Add +15.4% 33,751 $20.3M
Cornerstone Planning Group LLC 3.25% Reduce -6.3% 32,382 $20.3M
Pine Harbor Wealth Management, LLC 6.50% Add +1.9% 33,759 $20.3M
Main Street Financial Solutions, LLC 1.29% Add +6.7% 33,521 $20.1M
Foster Victor Wealth Advisors, LLC 1.25% Reduce -1.1% 33,310 $20.1M
Red Wave Investments LLC 6.16% Reduce -2.9% 33,430 $20.1M
Avondale Wealth Management 10.66% Reduce -1.0% 33,323 $20.0M
JT Stratford LLC 2.69% Add +8.9% 33,296 $20.0M
Golden State Wealth Management, LLC 2.21% Reduce -1.6% 33,282 $20.0M
Pinnacle Family Advisors, LLC 8.67% Add +10.1% 33,083 $19.9M
Evergreen Capital Management LLC 0.47% Add +0.7% 32,935 $19.8M
Consilio Wealth Advisors, LLC 6.48% Reduce -0.4% 32,836 $19.7M
Mesirow Financial Investment Management, Inc. 0.35% Add +4.8% 32,580 $19.6M
Buska Wealth Management, LLC 5.87% Reduce -15.0% 32,566 $19.6M
Capital Advisors, Ltd. LLC 2.21% Add +1.6% 32,556 $19.5M
Capital Advisory Group Advisory Services, LLC 6.06% Add +19.9% 32,405 $19.5M
Fox Financial, Inc 15.46% Reduce -2.5% 32,372 $19.4M
Prostatis Group LLC 4.87% Reduce -47.9% 32,345 $19.4M
Syntegra Private Wealth Group, LLC 1.83% Reduce -0.5% 32,345 $19.4M
Accurate Wealth Management, LLC 2.58% Add +2.5% 32,384 $19.4M
Compound Planning, Inc. 0.63% Add +0.6% 32,194 $19.3M
USAdvisors Wealth Management, LLC 6.65% Add +1.6% 32,100 $19.3M
Migdal Insurance & Financial Holdings Ltd. 0.21% Reduce -6.4% 32,047 $19.2M
PFG Investments, LLC 1.00% Add +2.6% 32,085 $19.2M
Droms Strauss Advisors Inc. /Mo/ 5.56% Reduce -6.2% 31,957 $19.2M
Global Wealth Management Investment Advisory, Inc. 3.21% Add +2.3% 31,921 $19.2M
Encompass More Asset Management 3.68% Reduce -14.2% 31,836 $19.1M
D'Orazio & Associates, Inc. 2.52% Reduce -15.0% 31,773 $19.1M
Lee Financial Co 2.39% Add +2.5% 31,683 $19.0M
Koshinski Asset Management, Inc. 1.36% Reduce -0.3% 31,696 $19.0M
Spire Wealth Management 0.65% Reduce -34.2% 31,684 $19.0M
Destiny Capital Corp 10.33% Add +5.8% 31,558 $18.9M
JB Capital LLC 0.82% Add +5.2% 31,535 $18.9M
Mattern Wealth Management LLC 3.74% Add +2.7% 31,210 $18.7M
Albion Financial Group 1.13% Add +2.6% 31,186 $18.7M
Powell Investment Advisors, LLC 6.54% Add +0.2% 31,089 $18.7M
Dimension Capital Management LLC 2.72% Reduce -0.6% 31,100 $18.7M
111 Capital 3.54% Add +29.5% 31,089 $18.7M
Kropog Financial Group, LLC 15.25% Reduce -16.7% 31,010 $18.6M
Asset Allocation Strategies LLC 3.67% Reduce -7.3% 30,883 $18.5M
Raelipskie Partnership 7.96% Reduce -0.4% 30,864 $18.5M
O'shaughnessy Asset Management, LLC 0.11% Add +8.9% 30,809 $18.5M
Westside Investment Management, Inc. 2.94% Reduce -1.0% 30,688 $18.4M
Founders Capital Management 9.75% Add +0.2% 30,645 $18.4M
Headlands Technologies LLC 1.46% New 30,470 $18.3M
Intrust Bank NA 1.52% Reduce -1.4% 30,456 $18.3M
Momentum Wealth Planning, LLC 14.46% Add +4.0% 30,397 $18.3M
jvl associates llc 6.02% Reduce -1.5% 30,294 $18.2M
Crestwood Advisors Group, LLC 0.31% Add +17.9% 30,286 $18.2M
Townsend Asset Management Corp. /NC/ 6.45% Reduce -16.9% 30,193 $18.1M
Chaney Capital Management, Inc. 6.43% Add +1.1% 30,177 $18.1M
E&G Advisors, LLC 4.21% Add +3.7% 30,104 $18.1M
Financial Guidance Group, Inc. 8.09% Add +2.6% 30,046 $18.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.05% Add +6.3% 30,024 $18.0M
TRB Advisors LP 3.63% New 30,000 $18.0M
Sound View Wealth Advisors Group, LLC 1.24% Reduce -0.6% 29,985 $18.0M
Proathlete Wealth Management LLC 5.15% Add +3.2% 29,773 $17.9M
Invst, LLC 2.03% Add +545.9% 29,751 $17.9M
ETF Portfolio Partners, Inc. 4.75% Reduce -8.1% 29,745 $17.9M
Ballentine Partners, LLC 0.25% Add +3.0% 29,734 $17.9M
Yeomans Consulting Group, Inc. 6.15% Add +51.1% 29,559 $17.8M
Wealth Quarterback LLC 6.87% Add +22.6% 29,587 $17.8M
Whittier Trust Co. 0.20% Add +0.8% 29,431 $17.8M
MGB Wealth Management, LLC 5.01% Add +0.3% 29,537 $17.7M
Vivid Wealth Management, LLC 7.04% Reduce -3.0% 29,518 $17.7M
Lauer Wealth, LLC 12.99% Reduce -0.3% 29,369 $17.7M
Bensler, LLC 1.83% Add +2.5% 29,369 $17.6M
Crew Capital Management, Ltd 11.75% Add +3.7% 29,188 $17.5M
Silvercrest Asset Management Group LLC 0.12% Add +3.3% 29,056 $17.4M
Heritage Oak Wealth Advisors LLC 6.46% Add +1.1% 29,036 $17.4M
Manufacturers Life Insurance Company, The 0.01% Add +3912.3% 29,009 $17.4M
Coastline Trust Co 1.87% Add +0.7% 28,998 $17.4M
DT Investment Partners, LLC 1.47% No change 28,984 $17.4M
Fischer Financial Services, Inc. 4.68% Add +0.3% 28,945 $17.4M
Signature Estate & Investment Advisors LLC 0.37% Reduce -0.2% 28,848 $17.3M
Carbahal Olsen Financial Services Group, LLC 13.88% Reduce -3.5% 28,817 $17.3M
Simmons Bank 1.15% Reduce -1.4% 28,771 $17.3M
Rathbones Group PLC 0.07% Add +4.9% 28,638 $17.2M
Grandview Asset Management LLC 4.81% Add +8.2% 28,492 $17.1M
David J Yvars Group 9.14% Reduce -0.2% 28,413 $17.1M
Gerber Kawasaki Wealth & Investment Management 0.58% Reduce -0.9% 28,287 $17.0M
Institute for Wealth Management, LLC. 1.76% Add +7.1% 28,202 $16.9M
Acorn Financial Advisory Services Inc. 2.60% Reduce -0.1% 28,186 $16.9M
Smith, Moore & Co. 1.29% Add +3.4% 28,015 $16.8M
Traction Financial Partners, LLC 10.35% Add +6.0% 27,946 $16.8M
Assetmark, Inc. 0.04% Add +1.1% 27,894 $16.7M
FFT Wealth Management LLC 3.07% Add +15.0% 27,851 $16.7M
Pinnacle Financial Partners Inc 0.40% Add +2.9% 27,790 $16.7M
Spectrum Wealth Advisory Group, LLC 6.88% Reduce -1.1% 27,765 $16.7M
SeaCrest Wealth Management, LLC 1.76% Reduce -17.4% 27,255 $16.7M
XTX Topco Ltd 0.86% Add +86.4% 27,604 $16.6M
Marshall Financial Group, LLC 3.21% Add +110.0% 27,427 $16.5M
HUB Investment Partners, LLC 0.60% Add +7.9% 27,329 $16.4M
Capital Investment Advisors, LLC 0.27% Add +18.5% 27,277 $16.4M
Integrity Financial Corp 7.82% Add +17.8% 27,222 $16.4M
McIlrath & Eck, LLC 1.69% Add +5.9% 27,249 $16.4M
Adaptive Financial Consulting, LLC 6.52% Reduce -0.5% 27,184 $16.3M
Outlook Wealth Advisors, LLC 4.03% Reduce -5.5% 26,966 $16.2M
Caliber Wealth Management, LLC / KS 1.80% Reduce -8.2% 26,958 $16.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.32% Add +18.4% 26,875 $16.1M
Seros Financial, LLC 9.72% Reduce -2.6% 26,767 $16.1M
WealthBridge Capital Management, LLC 3.76% Add +2.2% 26,715 $16.0M
Sigma Investment Counselors Inc. 0.83% Add +6.3% 26,701 $16.0M
Peterson Wealth Management 11.10% Reduce -24.7% 26,689 $16.0M
Benin Management CORP 3.76% Add +3.6% 26,485 $15.9M
Savvy Advisors, Inc. 0.73% Add +8.7% 26,459 $15.9M
Garner Asset Management Corp 6.40% Add +2.8% 26,439 $15.9M
Continuum Advisory, LLC 1.67% Reduce -0.2% 26,314 $15.8M
Wedmont Private Capital 0.59% Add +23.0% 26,133 $15.8M
Atom Investors LP 1.20% New 26,313 $15.8M
Arete Wealth Advisors, LLC 0.99% Reduce -13.4% 26,178 $15.7M
Mechanics Bank Trust Department 2.20% Reduce -3.9% 26,120 $15.7M
Vista Cima Wealth Management LLC 13.07% Add +1.7% 26,117 $15.7M
Luken Investment Analytics, LLC 6.10% Reduce -2.7% 26,012 $15.6M
NewEdge Wealth, LLC 0.22% Add +15.9% 25,045 $15.6M
Cary Street Partners Financial LLC 0.40% Reduce -2.9% 25,964 $15.6M
Lake Hills Wealth Management, LLC 8.29% Add +0.8% 25,851 $15.5M
Tiaa Trust, National Association 0.04% Reduce -4.9% 25,782 $15.5M
Little Harbor Advisors, LLC 7.73% Add +3.3% 25,778 $15.5M
Bay Capital Advisors, LLC 10.03% Add +2.7% 25,669 $15.4M
EverSource Wealth Advisors, LLC 0.61% Reduce -2.9% 25,593 $15.4M
Atlas Private Wealth Advisors 3.76% Reduce -51.3% 25,548 $15.3M
LJI Wealth Management, LLC 2.68% Reduce -2.1% 25,509 $15.3M
Integral Investment Advisors, Inc. 4.12% Add +3.3% 25,444 $15.3M
Drucker Wealth 3.0, LLC 2.72% Add +116.1% 25,426 $15.3M
Financial Freedom, LLC 7.58% Reduce -2.0% 25,330 $15.2M
Gerber, LLC 9.52% Add +2.6% 25,242 $15.2M
Finley Financial, LLC 6.97% No change 25,111 $15.1M
Choate Investment Advisors 0.31% Add +3.6% 25,103 $15.1M
Tepp RIA, LLC 16.98% Reduce -5.4% 24,912 $15.0M
Brevan Howard Capital Management LP 0.22% New 24,875 $14.9M
Financial Insights, Inc. 4.94% Add +3.8% 24,864 $14.9M
Lansing Street Advisors 3.94% Add +6.0% 24,716 $14.9M
Claro Advisors Inc. 2.17% Add +1.6% 24,744 $14.9M
Ryan Investment Management, Inc. 8.25% Add +9.2% 24,729 $14.8M
Iams Wealth Management, LLC 5.95% Reduce -3.1% 24,712 $14.8M
Pettyjohn, Wood & White, Inc. 2.45% Add +2.4% 24,700 $14.8M
Lighthouse Wealth Management Inc. 12.04% Reduce -0.6% 24,698 $14.8M
World Equity Group, Inc. 3.37% Reduce -1.2% 24,698 $14.8M
Legend Financial Advisors, Inc. 9.07% Reduce -3.3% 24,635 $14.8M
Wesbanco Bank Inc. 0.41% Add +2.5% 24,618 $14.8M
Harvey Partners, LLC 1.34% Add +40.0% 24,480 $14.7M
Refined Wealth Management 9.44% Reduce -2.1% 24,473 $14.7M
Bogart Wealth, LLC 0.60% Reduce -0.1% 24,465 $14.7M
JSF Financial, LLC 3.26% Reduce -3.6% 24,454 $14.7M
Concord Investment Counsel Inc. 4.65% — 24,408 $14.7M
Sheets Smith Wealth Management 1.66% Reduce -0.6% 24,401 $14.6M
Pacific Financial Group Inc. 10.83% Reduce -5.4% 24,353 $14.6M
BCGM Wealth Management, LLC 3.80% Reduce -4.9% 24,346 $14.6M
Vishria Bird Financial Group, LLC 2.87% Reduce -0.4% 24,344 $14.6M
Connective Capital Management, LLC 13.39% Add +18.7% 24,294 $14.6M
Haverford Trust Co 0.13% Add +2.2% 24,284 $14.6M
Chris Bulman Inc 7.28% Add +10.9% 24,220 $14.5M
Evoke Wealth, LLC 0.30% Add +4.3% 24,158 $14.5M
Flagstar Securities, Inc. 4.43% Reduce -1.9% 24,082 $14.5M
Littlejohn Financial Services, Inc. 10.52% Reduce -4.4% 24,040 $14.4M
Maridea Wealth Management LLC 2.23% Reduce -24.0% 23,446 $14.3M
Chatham Capital Group, Inc. 2.06% Reduce -2.8% 23,803 $14.3M
Rehmann Capital Advisory Group 0.78% New 23,757 $14.3M
CENTRAL TRUST Co 0.30% Add +10.2% 23,717 $14.2M
Moors & Cabot, Inc. 0.62% Reduce -8.8% 23,553 $14.1M
AIA Group Ltd 0.25% Add +1101.3% 23,545 $14.1M
NFSG Corp 2.11% Add +0.1% 23,530 $14.1M
AlTi Global, Inc. 0.33% Reduce -9.4% 23,321 $14.0M
Erickson Financial Group, LLC 8.80% Reduce -1.3% 23,347 $14.0M
ODonnell Financial Services, LLC 4.98% New 23,319 $14.0M
AdvisorNet Financial, Inc 0.79% Add +2.1% 23,314 $14.0M
POM Investment Strategies, LLC 7.58% Add +24.5% 23,244 $14.0M
Gill Capital Partners, LLC 4.25% Add +10.7% 23,191 $13.9M
Rareview Capital LLC 8.46% Reduce -4.5% 25,125 $13.9M
DAVENPORT & Co LLC 0.07% Reduce -0.6% 23,001 $13.8M
Garden State Investment Advisory Services LLC 3.49% Reduce -0.7% 22,968 $13.8M
Keystone Wealth Services, LLC 3.01% Add +8.7% 22,972 $13.8M
Sphera Funds Management LTD. 3.27% New 22,960 $13.8M
First Horizon Corp. 0.65% — 22,899 $13.7M
Proficio Capital Partners LLC 0.94% Reduce -98.9% 22,849 $13.7M
Roof Eidam Maycock Peralta, LLC 3.33% Add +1.8% 22,830 $13.7M
Ciovacco Capital Management LLC 6.87% Add +2.0% 22,730 $13.6M
White Wing Wealth Management 8.47% Reduce -4.2% 22,603 $13.6M
Cypress Capital Group 1.63% Add +0.7% 22,671 $13.6M
Alpha Zero LLC 7.88% Add +3.1% 22,640 $13.6M
Delta Investment Management, LLC 2.42% Add +383.0% 22,533 $13.5M
Sonoma Allocations LLC 4.92% — 22,541 $13.5M
Florida Financial Advisors, LLC 4.18% Add +4.2% 22,505 $13.5M
Union Bancaire Privee, UBP SA 0.19% Reduce -1.9% 23,239 $13.5M
MTM Financial Group, LLC 6.64% Add +18.8% 22,617 $13.5M
Holderness Investments Co. 2.75% Add +1.5% 22,426 $13.5M
Bradley Foster & Sargent Inc. 0.20% Reduce -1.4% 22,408 $13.5M
Rezny Wealth Management, Inc. 3.03% Add +0.8% 22,397 $13.4M
Fifth Third Bancorp 0.04% Reduce -3.1% 22,367 $13.4M
Telos Capital Management, Inc. 1.28% Reduce -2.1% 22,316 $13.4M
Mather Group, Llc. 0.13% Reduce -1.3% 22,231 $13.3M
Alpha Cubed Investments, LLC 0.47% Reduce -10.3% 22,229 $13.3M
LGL Partners, LLC 5.67% Add +0.1% 22,156 $13.3M
Verus Capital Partners, LLC 1.03% Add +33.2% 22,108 $13.3M
WCG Wealth Advisors LLC 0.83% Reduce -0.6% 22,069 $13.2M
Navis Wealth Advisors, LLC 9.94% Reduce -0.1% 22,017 $13.2M
CPR Investments Inc. 9.09% Reduce -3.6% 21,996 $13.2M
Berger Financial Group, Inc 0.79% Add +3.5% 21,994 $13.2M
Hazlett, Burt & Watson, Inc. 4.66% Add +0.9% 21,983 $13.2M
Guerra Advisors Inc 4.87% Reduce -8.4% 21,940 $13.2M
Baron Financial Group, LLC 7.21% Add +0.3% 21,919 $13.2M
Plotkin Financial Advisors, LLC 6.48% Add +3.9% 21,819 $13.1M
Scissortail Wealth Management, LLC 2.85% Add +40.2% 21,792 $13.1M
Norris Financial Group, LLC 4.76% Add +6.0% 21,725 $13.0M
Jump Financial, LLC 0.17% Reduce -75.0% 21,700 $13.0M
Owen LaRue, LLC 5.12% Add +3.8% 21,686 $13.0M
Strategic Wealth Partners, Ltd. 0.97% Add +1.3% 21,686 $13.0M
True Freedom Investing, LLC 4.63% Reduce -5.4% 21,597 $13.0M
Davidson Kahn Capital Management, LLC 7.20% Add +7.0% 21,504 $12.9M
Keystone Financial Group 0.99% Add +4.5% 21,510 $12.9M
Planned Solutions, Inc. 4.48% Reduce -3.3% 21,513 $12.9M
Everett Harris & Co. 0.16% Add +0.3% 21,491 $12.9M
Smith Shellnut Wilson LLC 4.95% Reduce -16.8% 21,476 $12.9M
Absolute Capital Management, LLC 5.51% Add +13.2% 21,433 $12.9M
Summit Trail Advisors, LLC 0.18% Add +2.5% 21,390 $12.9M
Family Manage LLC 1.76% Add +64.7% 21,139 $12.7M
Next Capital Management LLC 4.22% Reduce -3.3% 21,084 $12.7M
Mullooly Asset Management, Inc. 4.85% Reduce -0.2% 21,071 $12.7M
RVW Wealth, LLC 0.99% Add +1.1% 21,079 $12.7M
Bryn Mawr Trust Advisors, LLC 0.63% Add +38.7% 21,039 $12.6M
Family Office Research LLC 5.52% Reduce -0.2% 21,017 $12.6M
HFG Advisors, Inc. 9.31% Reduce -0.3% 21,017 $12.6M
Daymark Wealth Partners, LLC 0.43% Add +2.5% 21,009 $12.6M
HMS Capital Management, LLC 5.30% Add +0.3% 20,992 $12.6M
Avior Wealth Management, LLC 0.41% Add +4.5% 20,955 $12.6M
Alliance Wealth Advisors, LLC 6.28% Add +0.2% 20,930 $12.6M
Carnegie Investment Counsel 0.24% Reduce -2.7% 20,827 $12.5M
Jacksonville Wealth Management, LLC 9.18% Add +5.8% 20,813 $12.5M
Silver Oak Securities, Incorporated 0.94% Add +10.2% 20,806 $12.5M
Empower Advisory Group, LLC 0.03% Add +21.3% 20,643 $12.4M
Global Trust Asset Management, LLC 5.60% Add +1.5% 20,617 $12.4M
Jackson Wealth Management, LLC 1.24% Add +1.6% 20,612 $12.4M
Solano Wealth Investment Advisors LLC 5.96% Reduce -1.6% 20,591 $12.4M
Royal Fund Management, LLC 1.48% Reduce -28.3% 20,420 $12.3M
Tennessee Valley Asset Management Partners 1.67% Add +5120.9% 20,518 $12.3M
Curtis Advisory Group, LLC 2.79% Reduce -0.3% 20,475 $12.3M
Concentrum Wealth Management 3.54% Reduce -24.6% 20,467 $12.3M
Fortress Financial Solutions, LLC 13.35% Add +3.9% 20,412 $12.3M
Vanguard Group Inc. 0.00% Add +0.3% 20,253 $12.2M
Blue Square Asset Management, LLC 5.28% Add +0.8% 20,178 $12.1M
Creative Financial Designs Inc. 0.81% Add +2.4% 20,164 $12.1M
Crewe Advisors LLC 1.15% Add +1.8% 20,048 $12.0M
KM Capital Management Ltd. 5.53% Reduce -5.7% 19,934 $12.0M
Pachira Investments Inc. 6.71% Add +14.1% 19,880 $11.9M
Private Trust Co. NA 1.05% Reduce -1.0% 19,856 $11.9M
Sentinel Trust Co. Lba 1.21% No change 19,802 $11.9M
Thrive Capital Management, LLC 3.07% Add +31.9% 19,798 $11.9M
Perennial Investment Advisors, LLC 0.98% Add +2.9% 19,773 $11.9M
Novak & Powell Financial Services, Inc. 6.24% Add +28.5% 19,770 $11.9M
Vident Advisory, LLC 0.12% Add +85.7% 19,709 $11.8M
Capital Investment Counsel, LLC 1.74% Add +1.0% 19,630 $11.8M
Ancora Advisors LLC 0.24% Add +3.2% 19,608 $11.8M
Berkeley Capital Partners, LLC 2.78% Add +0.1% 19,543 $11.7M
Mission Hills Financial Advisory, LLC 6.22% Add +6.9% 19,507 $11.7M
Quadcap Wealth Management, LLC 1.38% Reduce -10.5% 19,502 $11.7M
Retirement Planning Group, LLC / NY 8.75% Add +1.5% 19,469 $11.7M
Coldstream Capital Management Inc. 0.16% Reduce -1.9% 19,484 $11.7M
First Nebraska Trust Co 1.06% Add +1.0% 19,474 $11.7M
Caldwell Trust Co 1.09% Reduce -2.7% 19,471 $11.7M
New England Private Wealth Advisors LLC 1.54% Add +0.4% 19,423 $11.7M
Prosperity Wealth Management, Inc. 3.96% Reduce -2.3% 19,410 $11.7M
WealthPLAN Partners, LLC 1.74% Add +2.4% 19,374 $11.6M
Seaview Investment Managers LLC 4.29% Reduce -56.3% 19,369 $11.6M
Peak Asset Management, LLC 2.01% Add +1.9% 19,220 $11.5M
M Holdings Securities, Inc. 2.44% New 19,186 $11.5M
Formulate Financial LLC 14.28% — 19,186 $11.5M
Capstone Investment Advisors, LLC 0.12% Reduce -75.9% 19,108 $11.5M
Atlatl Advisers LLC 4.54% Add +6.0% 19,049 $11.4M
JP Wealth Management, Inc. 7.68% Reduce -2.7% 19,023 $11.4M
HBK Sorce Advisory LLC 0.29% Reduce -3.2% 18,938 $11.4M
Destination Wealth Management 0.31% Add +6.1% 18,859 $11.3M
Redhawk Wealth Advisors, Inc. 1.31% Add +1.4% 18,859 $11.3M
Eldridge Investment Advisors, Inc. 2.58% Reduce -37.9% 18,854 $11.3M
Nikulski Financial, Inc. 2.84% Reduce -0.3% 18,837 $11.3M
Clarius Group, LLC 0.67% Reduce -17.5% 18,826 $11.3M
Cresta Advisors, Ltd. 5.04% Reduce -7.6% 18,818 $11.3M
North Star Investment Management Corp. 0.73% Reduce -1.3% 18,812 $11.3M
Associated Banc-Corp 0.30% Add +9.9% 18,776 $11.3M
Latitude Advisors, LLC 5.14% Add +6.4% 18,770 $11.3M
Tyche Wealth Partners LLC 1.97% Reduce -1.1% 18,696 $11.2M
J Hagan Capital, Inc. 6.79% Reduce -4.9% 18,660 $11.2M
Genesee Capital Advisors, LLC 4.84% Add +8.7% 18,550 $11.1M
Bollard Group LLC 0.28% Add +0.1% 18,549 $11.1M
AlphaCore Capital LLC 0.37% Add +5.9% 18,546 $11.1M
O'Connor Financial Group LLC 4.67% Add +3.2% 18,540 $11.1M
Advisors Capital Management, LLC 0.14% Add +13.6% 18,427 $11.1M
CFM Wealth Partners LLC 1.61% Add +2.5% 18,419 $11.1M
Tsfg, LLC 1.76% Reduce -0.9% 18,402 $11.0M
Agf Management Ltd. 0.05% Reduce -1.4% 18,325 $11.0M
RDA Financial Network 2.71% Reduce -1.6% 18,298 $11.0M
Perissos Private Wealth Management, LLC 8.00% Reduce -3.9% 18,292 $11.0M
Trivium Point Advisory, LLC 1.12% Add +0.4% 18,285 $11.0M
Leavell Investment Management, Inc. 0.46% Reduce -4.0% 18,249 $11.0M
Diversify Wealth Management, LLC 0.63% Add +1.1% 17,327 $11.0M
First National Corp. /Ma/ 2.07% Reduce -3.8% 18,135 $10.9M
Principia Wealth Advisory, LLC 7.80% Reduce -2.2% 18,203 $10.9M
Seneca House Advisors 4.39% Reduce -1.2% 18,120 $10.9M
TKG Advisors, LLC 4.65% Reduce -1.1% 18,098 $10.9M
Soltis Investment Advisors LLC 0.75% Add +0.7% 18,071 $10.8M
Rainey & Randall Wealth Advisors Inc. 1.81% Add +0.2% 18,042 $10.8M
Lighthouse Financial LLC 7.14% Reduce -2.8% 18,024 $10.8M
Watershed Private Wealth LLC 3.42% Reduce -11.0% 18,000 $10.8M
Strengthening Families & Communities, LLC 2.39% New 18,173 $10.8M
Lanark Financial, Inc. 0.83% Add +100.5% 17,912 $10.8M
Madison Wealth Partners, Inc 2.13% Add +0.9% 17,909 $10.8M
Red Door Wealth Management, LLC 1.14% Add +6.0% 17,882 $10.7M
BFI Infinity Ltd. 7.14% Add +3378.2% 17,878 $10.7M
Exencial Wealth Advisors, LLC 0.35% Reduce -0.8% 17,856 $10.7M
Deutsche Bank AG 0.00% Reduce -56.6% 17,824 $10.7M
Prosperitas Financial LLC 4.42% Reduce -0.9% 17,740 $10.7M
Carr Financial Group Corp 2.92% Add +1.3% 17,736 $10.6M
Traynor Capital Management, Inc. 0.61% Add +10.0% 17,727 $10.6M
Investor's Fiduciary Advisor Network, LLC 3.60% Reduce -0.8% 17,710 $10.6M
Unique Wealth, LLC 1.56% Add +5.0% 17,701 $10.6M
Louisiana State Employees Retirement System 0.18% Add +29.2% 17,700 $10.6M
Flagship Private Wealth, LLC 4.27% Add +18.9% 17,697 $10.6M
180 GPS Investments IC Ltd 6.15% — 17,635 $10.6M
Sandy Cove Advisors, LLC 3.38% Add +0.6% 17,618 $10.6M
Pure Financial Advisors, LLC 0.17% Add +3.9% 17,581 $10.6M
IPG Investment Advisors LLC 1.88% Reduce -3.8% 17,532 $10.5M
Midwest Financial Group LLC 5.02% Add +1.2% 17,531 $10.5M
Clare Market Investments LLC 2.10% Add +7.9% 17,503 $10.5M
Sovran Advisors, LLC 0.92% Reduce -2.5% 16,692 $10.5M
Howard Financial Services, LTD. 1.28% Reduce -0.1% 17,387 $10.4M
Mystic Asset Management, Inc. 2.35% Add +0.1% 17,365 $10.4M
NWF Advisory Services Inc. 1.14% Add +5.7% 17,282 $10.4M
Novare Capital Management LLC 0.79% Add +24.3% 17,254 $10.4M
Balefire, LLC 2.07% Reduce -8.0% 17,248 $10.4M
Strategic Wealth Investment Group, LLC 0.87% Add +1264.2% 17,230 $10.3M
Weitzel Financial Services, Inc. 4.18% Add +1.3% 17,234 $10.3M
Relyea Zuckerberg Hanson LLC 1.08% Reduce -18.9% 17,143 $10.3M
Glen Eagle Advisors, LLC 1.43% Reduce -0.1% 17,133 $10.3M
Atalanta Sosnoff Capital, LLC 0.20% Add +42.6% 17,099 $10.3M
Strategent Financial, LLC 7.30% Reduce -0.9% 17,010 $10.2M
National Philanthropic Trust 0.11% Reduce -2.5% 17,006 $10.2M
Lakeshore Capital Group, Inc. 8.21% Add +0.7% 16,933 $10.2M
Krilogy Financial LLC 0.38% Add +24.3% 16,292 $10.2M
Base Wealth Management LLC 5.78% Add +7.8% 16,904 $10.1M
49 Wealth Management, LLC 0.96% Add +7.5% 16,899 $10.1M
Norden Group LLC 1.03% Reduce -9.6% 16,848 $10.1M
Warner Group LLC 6.95% — 16,810 $10.1M
Cavalier Investments, LLC 4.06% Reduce -40.3% 19,058 $10.1M
Wealth Watch Advisors, INC 4.14% Add +52.5% 16,734 $10.0M
WPG Advisers, LLC 7.78% Add +0.9% 16,717 $10.0M
Trademark Financial Management, LLC 5.84% Add +0.2% 16,707 $10.0M
CMG Global Holdings, LLC 4.90% Add +3.1% 16,629 $10.0M
Sepio Capital, LP 0.59% Add +22.5% 16,597 $10.0M
Cannon Advisors, Inc. 6.63% Add +0.7% 16,141 $9.9M
Transcendent Capital Group LLC 4.41% Add +0.2% 16,411 $9.9M
Tandem Financial, LLC 3.65% Add +52.4% 16,329 $9.8M
Vision Financial Markets LLC 8.38% Add +0.4% 16,335 $9.8M
Capital Investment Advisory Services, LLC 0.78% Reduce -3.9% 16,273 $9.8M
Chicago Wealth Management, Inc. 4.25% Add +0.8% 16,246 $9.8M
CWS Financial Advisors, LLC 2.69% Add +0.2% 16,171 $9.7M
Interactive Financial Advisors, Inc. 5.24% Reduce -16.8% 16,135 $9.7M
GAMCO Investors 0.09% Reduce -0.1% 16,135 $9.7M
Legacy Advisors, LLC 1.19% — 16,089 $9.7M
Somerset Group LLC 7.65% Add +0.7% 16,072 $9.6M
MMBG Investment Advisors Co. 0.85% Reduce -4.2% 16,036 $9.6M
Chemung Canal Trust Co. 1.92% No change 16,050 $9.6M
Prism Advisors, Inc. 2.60% Reduce -0.7% 16,035 $9.6M
Americana Partners, LLC 0.29% Add +3.5% 16,025 $9.6M
Brown Brothers Harriman & Co. 0.06% Reduce -16.0% 16,021 $9.6M
Gateway Wealth Partners, LLC 1.29% Add +114.2% 15,890 $9.5M
GWN Securities Inc. 2.21% Reduce -0.4% 15,867 $9.5M
StrongBox Wealth, LLC 3.22% Reduce -6.7% 15,871 $9.5M
Ategra Capital Management, LLC 6.38% Add +53.2% 15,839 $9.5M
Guardian Wealth Advisors, LLC 5.37% Reduce -6.5% 15,789 $9.5M
Huntleigh Advisors, Inc. 1.61% Add +85.1% 15,690 $9.4M
Griffin Asset Management, Inc. 1.06% Reduce -1.8% 15,668 $9.4M
Aristides Capital LLC 2.77% No change 15,610 $9.4M
Pallas Capital Advisors LLC 0.34% Add +0.6% 15,610 $9.4M
Destiny Wealth Partners, LLC 1.15% Add +3.6% 15,596 $9.4M
Arcataur Capital Management LLC 2.75% Reduce -2.1% 15,562 $9.3M
Bristlecone Advisors, LLC 0.78% Reduce -0.6% 15,558 $9.3M
Keel Point, LLC 0.57% Add +42.7% 15,554 $9.3M
Spectrum Strategic Capital Management, LLC 5.59% Reduce -1.1% 15,549 $9.3M
Liberty Square Wealth Partners LLC 2.88% Add +8.1% 15,546 $9.3M
Principle Wealth Partners LLC 0.54% Add +17.3% 15,534 $9.3M
TrueWealth Advisors, LLC 2.52% Reduce -24.8% 15,522 $9.3M
CVA Family Office, LLC 1.20% Reduce -0.2% 15,465 $9.3M
American State Bank (Iowa) 4.73% No change 15,453 $9.3M
Masso Torrence Wealth Management Inc. 3.86% Reduce -0.6% 15,438 $9.3M
Richards, Merrill & Peterson, Inc. 3.97% Reduce -1.6% 15,320 $9.2M
Coppell Advisory Solutions LLC 0.97% Reduce -29.6% 15,346 $9.2M
Flagship Harbor Advisors, LLC 0.40% Reduce -30.8% 15,299 $9.2M
WNY Asset Management, LLC 0.88% Reduce -2.5% 15,263 $9.2M
Warner Financial, Inc. 3.42% Add +0.0% 15,238 $9.1M
Fiducient Advisors LLC 1.07% Add +0.0% 15,231 $9.1M
Washington Growth Strategies LLC 6.52% No change 15,231 $9.1M
All Terrain Financial Advisors, LLC 2.95% Reduce -0.5% 15,231 $9.1M
B&D White Capital Company, LLC 1.17% Reduce -0.8% 15,225 $9.1M
MorganRosel Wealth Management, LLC 2.37% Add +12.3% 15,221 $9.1M
Finivi Inc. 5.82% Reduce -2.4% 15,210 $9.1M
Kickstand Ventures, Llc. 2.01% Reduce -3.9% 15,198 $9.1M
Sykon Capital LLC 3.03% Reduce -2.9% 15,153 $9.1M
Sax Wealth Advisors, LLC 0.49% New 15,148 $9.1M
Worth Asset Management, LLC 4.08% Reduce -38.9% 15,135 $9.1M
Modera Wealth Management, LLC 0.11% Reduce -0.3% 15,131 $9.1M
Webster Bank, N. A. 0.87% Reduce -0.5% 15,113 $9.1M
Per Stirling Capital Management, LLC. 1.08% Reduce -1.0% 15,111 $9.1M
Capital Advisors Inc. 0.15% Add +69.1% 24,960 $9.1M
Darwin Wealth Management, LLC 2.88% Reduce -0.2% 15,076 $9.1M
Meridian Financial Advisors, LLC 5.06% New 14,962 $9.0M
Fiduciary Alliance LLC 0.60% Add +5.5% 14,910 $9.0M
Kellett Wealth Advisors, LLC 5.30% Add +1.5% 14,636 $8.8M
Dale Q Rice Investment Management Ltd 6.20% Reduce -6.4% 14,379 $8.8M
Tempus Wealth Planning, LLC 2.01% Reduce -11.4% 14,588 $8.8M
Harbour Trust & Investment Management Co 0.91% Reduce -0.8% 14,587 $8.8M
Sandbox Financial Partners, LLC 2.51% Add +2.7% 14,585 $8.8M
Cozad Asset Management Inc. 0.70% Add +1.5% 14,580 $8.8M
G&S Capital LLC 3.23% Add +0.5% 14,533 $8.7M
Ferguson Wellman Capital Management, Inc. 0.14% Add +4.0% 14,482 $8.7M
Retirement Income Solutions, Inc. 1.49% Add +0.6% 14,471 $8.7M
Verde Capital Management 1.92% Reduce -7.1% 14,458 $8.7M
Fingerlakes Wealth Management, Inc. 5.65% Reduce -0.7% 14,442 $8.7M
Main Street Group, LTD 2.78% Add +0.8% 14,438 $8.7M
Ramiah Investment Group 7.66% Add +51.0% 14,407 $8.6M
EHP Funds Inc. 11.38% Reduce -19.1% 14,400 $8.6M
Blue Capital, Inc. 6.40% Reduce -13.5% 14,344 $8.6M
Canal Capital Management, LLC 1.29% Add +55.0% 14,328 $8.6M
Jackson Hole Capital Partners, LLC 1.47% Add +1.4% 14,316 $8.6M
Magnus Financial Group LLC 0.68% Add +2.5% 14,302 $8.6M
M3 Advisory Group, LLC 5.35% Add +0.2% 14,293 $8.6M
Saxony Capital Management, LLC 5.65% Add +73.9% 14,273 $8.6M
Arcus Capital Partners, LLC 3.75% Reduce -0.4% 14,273 $8.6M
3EDGE Asset Management, LP 0.48% Add +412.2% 14,259 $8.5M
WJ Wealth Management, LLC 3.76% Reduce -38.0% 13,578 $8.5M
Latko Wealth Management, Ltd. 4.31% Reduce -5.7% 14,170 $8.5M
First International Bank of Israel Ltd. 4.83% Add +15.2% 14,164 $8.5M
Mach-1 Financial Group, LLC 1.35% Reduce -40.5% 14,103 $8.5M
Integrity Advisory Solutions, LLC 1.35% — 14,103 $8.5M
Cardiff Park Advisors, LLC 0.65% New 14,031 $8.4M
Herbst Group, LLC 5.21% Add +0.3% 13,973 $8.4M
Capstone Wealth Management Group, LLC 3.55% New 13,969 $8.4M
Petix & Botte Co 1.93% Add +2.7% 13,953 $8.4M
Cullen/Frost Bankers, Inc. 0.10% Reduce -5.4% 13,945 $8.4M
Comprehensive Financial Consultants Institutional, Inc. 2.60% Add +4.5% 13,943 $8.4M
Cherrydale Wealth Management, LLC 2.63% Add +8.4% 13,936 $8.4M
Canandaigua National Bank & Trust Co. 0.73% Reduce -3.0% 13,902 $8.3M
Marathon Trading Investment Management LLC 3.60% New 13,900 $8.3M
Atlantic Union Bankshares Corp 0.16% Add +1.1% 13,886 $8.3M
Bank of Hawaii 0.41% Reduce -5.1% 13,796 $8.3M
DSG Capital Advisors, LLC 1.32% Reduce -0.5% 13,777 $8.3M
Kieckhefer Group LLC 3.87% Add +0.1% 13,757 $8.3M
Nabity-Jensen Investment Management Inc 5.72% Reduce -0.8% 13,734 $8.2M
SPC Financial, Inc. 0.64% Reduce -4.8% 13,696 $8.2M
Founders Capital Management, LLC 1.29% No change 13,667 $8.2M
SOA Wealth Advisors, LLC. 1.34% Reduce -1.5% 13,667 $8.2M
Gibraltar Capital Management, Inc. 1.46% Reduce -2.0% 13,570 $8.1M
Bedell Frazier Investment Counselling, LLC 1.67% New 13,564 $8.1M
Trek Financial, LLC 0.48% Reduce -27.6% 13,552 $8.1M
MPWM Advisory Solutions, LLC 4.83% Add +2.9% 13,531 $8.1M
Martin Capital Advisors, LLP 4.90% Reduce -2.0% 13,523 $8.1M
Rik Saylor Financial, Inc. 5.94% Reduce -0.8% 13,523 $8.1M
Eastern Bank 0.14% Reduce -0.2% 13,508 $8.1M
Menora Mivtachim Holdings LTD. 0.04% Add +8.5% 13,493 $8.1M
Sage Capital Management, LLC 3.64% Add +8.0% 13,485 $8.1M
Pasadena Private Wealth, LLC 1.17% Reduce -0.2% 13,480 $8.1M
Elevation Capital Advisory, LLC 3.23% Reduce -58.2% 13,477 $8.1M
Cottage Street Advisors LLC 3.43% Add +18.6% 13,429 $8.1M
Baker Tilly Wealth Management, LLC 1.82% Reduce -0.6% 13,428 $8.1M
Camarda Financial Advisors, LLC 2.96% Reduce -26.3% 13,390 $8.0M
Corsair Capital Management, L.P. 1.42% No change 13,342 $8.0M
IMG Wealth Management, Inc. 5.41% Add +5.6% 13,312 $8.0M
Nadler Financial Group, Inc. 0.75% Reduce -19.9% 13,170 $7.9M
Surience Private Wealth LLC 7.48% Reduce -38.2% 13,166 $7.9M
Ethos Financial Group, LLC 0.62% New 13,143 $7.9M
Estate Counselors, LLC 0.68% Add +7.0% 13,133 $7.9M
JTC Employer Solutions Trustee Ltd 0.68% Reduce -0.7% 13,128 $7.9M
Ibex Wealth Advisors 0.75% Add +0.6% 13,113 $7.9M
Gradient Investments LLC 0.13% Add +39.6% 13,107 $7.9M
Strategic Blueprint, LLC 0.34% Reduce -19.4% 13,101 $7.9M
Lazard Asset Management LLC 0.01% Reduce -2.2% 13,086 $7.9M
Cadinha & Co. LLC 1.07% Add +1.4% 13,064 $7.8M
Vicus Capital 0.60% Reduce -0.3% 13,024 $7.8M
Lowery Thomas, LLC 4.51% Add +0.1% 12,998 $7.8M
Concorde Asset Management, LLC 3.26% — 12,892 $7.8M
LexAurum Advisors, LLC 1.11% Add +2.7% 12,967 $7.8M
Rakuten Investment Management, Inc. 0.03% — 13,000 $7.8M
Morangie Management LLC 6.69% Reduce -0.5% 12,899 $7.8M
Midwest Trust Co 0.10% Add +6.6% 12,895 $7.7M
Maven Securities LTD 1.48% Reduce -24.2% 12,882 $7.7M
Madrid Financial Services 4.83% Reduce -8.2% 12,868 $7.7M
EdgeRock Capital LLC 2.15% Add +9.1% 12,842 $7.7M
Sims Investment Management, LLC 2.79% Add +1.2% 12,840 $7.7M
JMG Financial Group, Ltd. 0.22% Add +2.5% 12,834 $7.7M
Strategic Advisors LLC 1.24% Add +0.7% 12,831 $7.7M
J. Safra Sarasin Holding AG 0.12% Reduce -16.8% 12,822 $7.7M
Southland Equity Partners LLC 1.56% Add +1.7% 12,809 $7.7M
BTC Capital Management, Inc. 0.53% No change 12,800 $7.7M
Runnymede Capital Advisors, Inc. 6.32% Reduce -0.3% 12,788 $7.7M
Yukon Wealth Management, Inc. 2.52% Add +0.1% 12,786 $7.7M
Mfa Wealth Advisors, LLC 1.68% Reduce -5.3% 12,785 $7.7M
Twin Focus Capital Partners, LLC 0.98% No change 12,783 $7.7M
Ascension Capital Advisors, Inc. 2.97% Add +0.6% 12,727 $7.6M
Milestone Asset Management Group, LLC 4.80% Add +1.9% 12,704 $7.6M
Apriem Advisors 0.72% Add +0.0% 12,704 $7.6M
Capital Squared Financial LLC 6.61% Add +22.8% 12,687 $7.6M
Vantage Financial Partners, LLC 1.60% Reduce -7.4% 12,684 $7.6M
Burke & Herbert Bank & Trust Co. 1.63% Add +0.8% 12,624 $7.6M
Fidelis Capital Partners, LLC 0.59% Add +1.3% 12,606 $7.6M
Richard W. Paul & Associates, LLC 2.58% Add +0.1% 12,595 $7.6M
Ascentis Independent Advisors 1.27% Add +6.3% 12,595 $7.6M
White Pine Investment CO 1.78% Add +2.2% 12,502 $7.5M
Cordgrass Capital Advisors, LLC 1.84% Reduce -5.0% 12,433 $7.5M
Narwhal Capital Management 0.55% Reduce -0.1% 12,433 $7.5M
Shepherd Financial Partners LLC 0.71% Reduce -0.1% 12,405 $7.4M
Roger Wittlin Investment Advisory, LLC 4.13% Reduce -6.5% 12,361 $7.4M
National Wealth Management Group, LLC 2.79% Add +5.1% 12,341 $7.4M
Pinnacle Wealth Management Group, Inc. 3.79% Add +6.1% 12,318 $7.4M
Spirepoint Private Client, LLC 0.78% Add +14.3% 12,309 $7.4M
Strategy Asset Managers LLC 1.33% Reduce -4.4% 12,292 $7.4M
Greenhouse Wealth Management, LLC 4.43% Add +0.1% 12,274 $7.4M
JPL Wealth Management, LLC 1.74% Reduce -0.8% 12,242 $7.3M
RMR Wealth Builders 0.61% Add +8.9% 12,221 $7.3M
M1 Capital Management LLC 3.16% Reduce -3.0% 12,209 $7.3M
Empirical Finance, LLC 0.35% Reduce -12.9% 12,197 $7.3M
Duncan Williams Asset Management, LLC 2.05% Add +0.8% 12,151 $7.3M
Retirement Planning Co of New England, Inc. 2.93% Reduce -0.1% 12,147 $7.3M
Wealth Advisory Solutions, LLC 1.77% Add +1.0% 12,140 $7.3M
Rovin Capital /Ut/ 2.02% Reduce -0.4% 12,136 $7.3M
XML Financial, LLC 0.59% Add +7.0% 12,103 $7.3M
Bay Rivers Group 3.05% Reduce -0.4% 12,081 $7.3M
Custos Family Office, LLC 4.10% Reduce -32.2% 12,076 $7.2M
Cheviot Value Management, LLC 0.77% Add +1.2% 11,451 $7.2M
Insight Advisors, LLC/ PA 1.11% Reduce -0.8% 12,042 $7.2M
Fischer Investment Strategies, LLC 4.34% Reduce -3.7% 12,056 $7.2M
Prospect Financial Services LLC 4.16% Add +2.3% 12,038 $7.2M
Cordatus Wealth Management LLC 1.70% Reduce -6.5% 12,030 $7.2M
Valmark Advisers, Inc. 0.09% Add +9.9% 12,016 $7.2M
Country Club Bank 0.43% Add +266.1% 12,044 $7.2M
Ritter Daniher Financial Advisory LLC / DE 1.26% Add +8093.8% 11,963 $7.2M
Fiduciary Financial Group, LLC 1.13% Add +1.6% 11,960 $7.2M
Sage Mountain Advisors LLC 0.41% No change 11,943 $7.2M
Fayez Sarofim & Co 0.02% Reduce -0.5% 11,925 $7.2M
Stock Yards Bank & Trust Co. 0.22% Reduce -0.5% 11,884 $7.1M
Councilor Wealth, LLC 3.30% Reduce -8.1% 11,842 $7.1M
First Trust Advisors LP 0.01% Reduce -35.4% 11,842 $7.1M
Octavia Wealth Advisors, LLC 0.71% Add +2.1% 11,821 $7.1M
Afg Fiduciary Services Limited Partnership 4.12% Reduce -0.6% 11,755 $7.1M
First National Bank of Omaha 0.45% No change 11,797 $7.1M
Trustmark Bank Trust Department 0.46% Add +0.5% 11,742 $7.0M
Avantax Planning Partners, Inc. 0.20% Add +10.6% 11,729 $7.0M
Ackerman Asset Management, LLC 5.03% Add +0.3% 11,697 $7.0M
Fortem Financial Group, LLC 2.02% Reduce -1.3% 11,690 $7.0M
Palumbo Wealth Management LLC 2.24% Add +4.2% 11,682 $7.0M
FourThought Financial Partners, LLC 0.61% Add +4.6% 11,607 $7.0M
Fulton Breakefield Broenniman LLC 0.45% Add +14.9% 11,607 $7.0M
LongView Wealth Management 1.88% Add +3.0% 11,566 $6.9M
Pettinga Financial Advisors LLC 1.35% Reduce -15.4% 11,553 $6.9M
Global Wealth Management, LLC 3.62% Reduce -2.7% 11,500 $6.9M
Harvest Investment Services, LLC 1.39% Add +2.1% 11,492 $6.9M
Trust Co. of Vermont 0.30% Add +3.3% 11,485 $6.9M
Sharp Wealth Advisory, LLC 3.75% Reduce -73.8% 11,483 $6.9M
TFR Capital, LLC. 2.30% Add +0.2% 11,465 $6.9M
Accel Wealth Management 2.00% Add +14.3% 11,462 $6.9M
Triumph Capital Management 1.85% Reduce -7.9% 11,434 $6.9M
Alexis Investment Partners, LLC 0.58% Reduce -27.8% 11,413 $6.8M
NorthCrest Asset Manangement, LLC 0.16% Add +38.7% 11,315 $6.8M
Modus Advisors, LLC 1.86% Reduce -0.5% 11,382 $6.8M
HCR Wealth Advisors 0.71% Add +5.6% 11,256 $6.8M
Mission Creek Capital Partners, Inc. 1.35% Reduce -0.7% 11,348 $6.8M
Fermata Advisors, LLC 1.73% Reduce -17.5% 11,341 $6.8M
Private Client Services, LLC 2.28% Add +5.6% 11,334 $6.8M
Oxinas Partners, LLC 3.64% Reduce -10.7% 11,313 $6.8M
Ping Capital Management, Inc. 4.08% Reduce -50.0% 11,300 $6.8M
Watts Gwilliam & Co., LLC 1.10% Add +0.1% 11,295 $6.8M
Bernardo Wealth Planning LLC 1.33% Add +2.5% 11,272 $6.8M
Williams Jones Wealth Management, LLC. 0.08% Add +0.3% 11,265 $6.8M
Ridgeline Wealth Planning, LLC 5.07% Add +2.2% 11,240 $6.7M
Stonehearth Capital Management, LLC 2.60% Add +2627.0% 11,208 $6.7M
Aprio Wealth Management, LLC 0.67% Add +40.0% 11,158 $6.7M
WBH Advisory Inc. 0.51% Reduce -1.3% 11,141 $6.7M
Trust Co. of Toledo NA 0.67% Add +0.4% 11,120 $6.7M
Beam Wealth Advisors, Inc. 1.82% Add +4.1% 11,106 $6.7M
Partners Capital Investment Group, LLP 0.26% Add +1.5% 11,090 $6.7M
AllGen Financial Advisors, Inc. 1.63% Add +73.2% 11,065 $6.6M
Advisory Resource Group 1.19% Reduce -22.2% 11,037 $6.6M
Matauro, LLC 1.05% Add +0.9% 11,009 $6.6M
Vienna Asset Management LLC 3.93% Reduce -16.8% 10,977 $6.6M
Leslie Global Wealth, LLC 3.09% Reduce -11.8% 10,961 $6.6M
Ameliora Wealth Management Ltd. 2.18% Reduce -1.7% 10,921 $6.6M
Financial Partners Group, Inc 0.82% Reduce -0.7% 10,913 $6.6M
J. Team Financial, Inc. 6.64% — 10,897 $6.5M
McKinley Carter Wealth Services, Inc. 0.34% Add +1.7% 10,887 $6.5M
Tactive Advisors, LLC 1.85% Reduce -39.1% 10,875 $6.5M
Clark Asset Management, LLC 0.76% Add +29.6% 10,863 $6.5M
Sightline Wealth Advisors, LLC 2.94% Reduce -3.1% 10,838 $6.5M
New Wave Wealth Advisors LLC 2.53% Add +0.9% 10,804 $6.5M
McGuire Investment Group, LLC 0.74% Reduce -0.3% 10,816 $6.5M
BLB&B Advisors, LLC 0.28% Reduce -8.7% 10,809 $6.5M
LMCG Investments, LLC 0.38% Add +8.2% 10,766 $6.5M
Aurora Investment Managers, LLC. 3.51% Reduce -6.2% 10,754 $6.5M
Sfmg, LLC 0.45% Add +0.7% 10,749 $6.5M
Blue Trust, Inc. 0.07% Add +1.2% 10,726 $6.4M
Callan Family Office, LLC 0.21% Reduce -79.6% 10,717 $6.4M
CCG Wealth Management, LLC 3.03% Add +14.0% 10,709 $6.4M
Two Sigma Securities, LLC 0.95% Add +12.0% 10,708 $6.4M
Integrated Investment Consultants, LLC 1.09% Add +9.6% 10,706 $6.4M
Busey Bank 0.18% Reduce -0.5% 10,688 $6.4M
Balboa Wealth Partners 1.11% Reduce -0.1% 10,676 $6.4M
Enzi Wealth 2.25% Reduce -1.4% 10,676 $6.4M
Sapient Capital LLC 0.10% Add +15.1% 10,684 $6.4M
Sound Income Strategies, LLC 0.35% Add +11.4% 10,484 $6.4M
Crews Bank & Trust 0.94% Reduce -0.1% 10,664 $6.4M
Plan Group Financial, LLC 1.72% Add +21.5% 10,654 $6.4M
Ulland Investment Advisors, LLC 4.84% Reduce -0.5% 10,610 $6.4M
Uptick Partners, LLC 1.67% Add +4.9% 10,601 $6.4M
DBK Financial Counsel, LLC 5.30% Reduce -0.5% 10,501 $6.3M
CPC Advisors, LLC 0.66% Add +0.6% 10,473 $6.3M
Ledgewood Wealth Advisors, LLC 3.71% Reduce -0.4% 10,438 $6.3M
Cyr Financial Inc. 4.28% Add +1.2% 10,435 $6.3M
Global Assets Advisory, LLC 1.86% Add +5.6% 10,429 $6.3M
Flaharty Asset Management, LLC 0.79% Reduce -5.3% 10,394 $6.2M
Vigilare Wealth Management 2.16% Reduce -5.1% 10,393 $6.2M
Banco BTG Pactual S.A. 0.91% Reduce -71.5% 10,368 $6.2M
Vance Wealth, LLC 1.91% Reduce -0.8% 10,348 $6.2M
Fairvoy Private Wealth, LLC 1.41% Add +20.6% 10,349 $6.2M
Winch Advisory Services, LLC 1.40% Add +0.8% 10,348 $6.2M
Catalyst Capital Advisors LLC 0.13% Add +1.5% 10,336 $6.2M
City Holding Co. 0.78% Reduce -0.3% 10,322 $6.2M
Hill Island Financial LLC 1.55% Reduce -1.7% 10,318 $6.2M
Cornerstone Wealth Group, LLC 0.42% Add +123.5% 10,299 $6.2M
Arthur M. Cohen & Associates, LLC 1.04% No change 10,297 $6.2M
Channel Wealth LLC 1.65% Reduce -7.0% 10,255 $6.2M
Evercore Wealth Management, LLC 0.09% Reduce -0.8% 10,159 $6.1M
Simplicity Wealth,LLC 0.35% Reduce -42.1% 10,136 $6.1M
Atticus Wealth Management, LLC 1.53% Add +2.8% 10,071 $6.0M
Consolidated Portfolio Review Corp 0.76% Add +6.1% 10,063 $6.0M
BlueChip Wealth Advisors LLC 2.58% Reduce -16.0% 10,061 $6.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.03% Add +2.5% 9,616 $6.0M
West Financial Advisors, LLC 1.00% Reduce -0.5% 10,042 $6.0M
Baring Financial LLC 4.11% Reduce -2.6% 10,036 $6.0M
Evelyn Partners Investment Management Services Ltd 0.81% No change 10,000 $6.0M
Provenance Wealth Advisors, LLC 0.78% Reduce -0.1% 9,989 $6.0M
Oakwell Private Wealth Management, LLC 1.20% Reduce -0.1% 9,983 $6.0M
Foresight Capital Management Advisors, Inc. 3.37% Reduce -6.2% 9,971 $6.0M
Riverstone Advisors, LLC 2.93% Add +0.4% 9,943 $6.0M
Post Resch Tallon Group Inc. 5.29% Reduce -0.4% 9,917 $6.0M
Jasper Ridge Partners, L.P. 0.13% Add +33.8% 9,907 $5.9M
BXM Wealth LLC 5.60% Add +57.1% 11,923 $5.9M
Cornerstone Advisory, LLC 0.58% No change 9,803 $5.9M
Fortitude Family Office, LLC 1.59% Add +1.1% 9,800 $5.9M
Forvis Mazars Wealth Advisors, LLC 0.12% Reduce -2.5% 9,793 $5.9M
BKM Wealth Management, LLC 2.16% Add +0.8% 9,753 $5.9M
Retirement Guys Formula LLC 2.06% Add +3.3% 9,743 $5.8M
DeDora Capital, Inc. 1.41% Reduce -0.5% 9,736 $5.8M
Fluent Financial, LLC 2.29% Reduce -3.8% 9,734 $5.8M
Objective Capital Management, LLC 6.04% Reduce -3.3% 9,724 $5.8M
High Note Wealth, LLC 1.17% Reduce -0.3% 9,703 $5.8M
Wbi Investments, LLC 1.49% Add +6.8% 9,699 $5.8M
Zhang Financial LLC 0.24% Reduce -2.3% 9,694 $5.8M
Cornell Pochily Investment Advisors, Inc. 1.73% Reduce -0.5% 9,658 $5.8M
Legacies Wealth LLC 3.73% Reduce -47.0% 9,655 $5.8M
Liberty Wealth Management LLC 0.81% Add +212.9% 9,622 $5.8M
Key Client Fiduciary Advisors, LLC 1.95% Add +3.6% 9,613 $5.8M
Monument Capital Management 1.44% Reduce -4.5% 9,601 $5.8M
Grey Ledge Advisors, LLC 1.31% Add +0.8% 9,599 $5.8M
Central Pacific Bank - Trust Division 0.73% Add +0.0% 9,598 $5.8M
Amtrust Financial Services, Inc. 1.93% No change 9,600 $5.7M
Moneco Advisors, LLC 0.48% Add +20.6% 9,559 $5.7M
Omnia Family Wealth, LLC 1.86% Reduce -5.9% 9,531 $5.7M
Calamos Wealth Management LLC 0.21% Add +4.4% 9,534 $5.7M
Mill Creek Capital Advisors, LLC 0.12% Add +1.9% 9,533 $5.7M
Zuckerman Investment Group, LLC 0.53% Add +0.0% 9,530 $5.7M
Olde Wealth Management, LLC 1.77% — 9,178 $5.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.43% Reduce -1.1% 9,511 $5.7M
Avaii Wealth Management, LLC 2.17% Add +0.5% 9,509 $5.7M
High Falls Advisors, Inc 1.17% New 9,500 $5.7M
Joseph P. Lucia & Associates, LLC 2.15% Reduce -2.5% 9,483 $5.7M
Welch & Forbes LLC 0.07% Add +7.7% 9,475 $5.7M
First Manhattan Co. Llc. 0.01% Add +9.5% 9,456 $5.7M
Titleist Asset Management, LLC 0.50% Add +10.9% 9,441 $5.7M
Waterloo Capital, L.P. 0.42% Add +2.4% 9,438 $5.7M
Shelton Capital Management 0.12% Add +0.6% 9,434 $5.7M
KFG Wealth Management, LLC 0.82% Reduce -46.8% 9,434 $5.7M
Warm Springs Advisors Inc. 4.29% Add +25.7% 9,398 $5.6M
SkyOak Wealth, LLC 1.06% Reduce -8.1% 9,385 $5.6M
Farmers Trust Co. 0.97% Reduce -20.5% 9,379 $5.6M
Buck Wealth Strategies, LLC 0.77% Add +75.5% 9,369 $5.6M
Searle & Co. 1.49% Add +0.8% 9,364 $5.6M
Marino, Stram & Associates LLC 1.01% Add +6.3% 9,359 $5.6M
Fullerton Fund Management Co Ltd. 0.22% Reduce -2.6% 9,289 $5.6M
SMART Wealth LLC 2.10% Add +49.6% 9,284 $5.6M
Hancock Whitney Corp. 0.10% Reduce -1.4% 9,281 $5.6M
Sig Brokerage, LP 1.40% New 9,278 $5.6M
Brueske Advisory Services, LLC 3.03% Reduce -2.1% 9,248 $5.6M
Visionary Wealth Advisors 0.26% Reduce -15.3% 9,234 $5.5M
Armstrong Advisory Group, Inc. 0.39% Add +5.5% 9,228 $5.5M
Greykasell Wealth Strategies, Inc. 2.33% Add +3.7% 9,217 $5.5M
Zacks Investment Management 0.04% Add +29.8% 9,192 $5.5M
Patriot Investment Management Group, Inc. 0.36% Add +1.0% 9,192 $5.5M
JBR Co Financial Management Inc 2.33% Add +0.1% 9,173 $5.5M
Quartz Partners, LLC 1.99% Reduce -1.6% 9,173 $5.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.65% Add +2.5% 9,158 $5.5M
Guardian Wealth Advisors, LLC / NC 0.36% Add +0.9% 9,135 $5.5M
Montecito Bank & Trust 0.85% — 9,133 $5.5M
Morse Asset Management, Inc 1.10% Add +11.0% 9,127 $5.5M
Erste Asset Management GmbH 0.05% Add +55.4% 9,107 $5.5M
Capital Wealth Alliance, LLC 2.71% Add +75.4% 9,080 $5.5M
Founders Financial Alliance, LLC 1.03% Add +2.1% 9,074 $5.4M
TFB Advisors LLC 1.58% Add +11.8% 9,086 $5.4M
Members Advisory Group LLC 1.91% Reduce -0.6% 8,995 $5.4M
Clear Point Advisors Inc. 4.20% Reduce -2.3% 8,997 $5.4M
Schmidt P J Investment Management Inc. 0.89% No change 8,994 $5.4M
White Lighthouse Investment Management Inc. 0.82% Reduce -1.7% 8,983 $5.4M
Ayalon Insurance Comp Ltd. 1.36% Add +17.3% 8,958 $5.4M
Quad-Cities Investment Group, LLC 2.29% Reduce -4.3% 8,948 $5.4M
Realta Investment Advisors 1.79% Add +2.8% 8,930 $5.4M
Fourth Dimension Wealth, LLC 2.04% Add +4.7% 8,923 $5.4M
Capital Analysts, LLC 0.16% Add +1.4% 8,904 $5.3M
Royal Capital Wealth Management, LLC 3.28% Add +0.2% 8,903 $5.3M
Park Capital Management, LLC / WI 4.28% Add +38.4% 8,903 $5.3M
Cohen Capital Management, Inc. 0.83% Add +0.2% 8,868 $5.3M
Tru Independence Asset Management 2, LLC 3.50% Add +0.3% 8,858 $5.3M
Visionary Horizons, LLC 2.97% Reduce -0.9% 8,853 $5.3M
Courier Capital LLC 0.30% Add +1.8% 8,845 $5.3M
Covenant Asset Management, LLC 1.00% Add +2.6% 8,843 $5.3M
PFC Capital Group, Inc. 2.23% Reduce -4.4% 8,832 $5.3M
Linscomb Wealth, Inc. 0.23% Add +4.7% 8,826 $5.3M
Journey Strategic Wealth LLC 0.15% Add +8.7% 8,814 $5.3M
JFS Wealth Advisors, LLC 0.31% Reduce -1.6% 8,794 $5.3M
Valued Retirements, Inc. 5.94% No change 9,540 $5.3M
Stonegate Management LLC 3.48% — 8,750 $5.3M
Robbins Farley 2.18% Reduce -4.9% 8,730 $5.2M
Metropolitan Life Insurance Co 1.53% Reduce -11.2% 8,700 $5.2M
Boston Family Office LLC 0.33% Reduce -0.2% 8,674 $5.2M
Vista Investment Partners LLC 1.45% Reduce -1.0% 8,661 $5.2M
Vise Technologies, Inc. 0.19% Add +44.5% 8,641 $5.2M
Retirement Solution LLC 1.24% Reduce -0.4% 8,631 $5.2M
Sharper & Granite LLC 1.86% Add +1.3% 8,629 $5.2M
Macroview Investment Management LLC 3.89% Add +3.7% 8,616 $5.2M
Stillwater Wealth Management Group 3.58% — 8,531 $5.1M
Guidance Capital, Inc. 1.34% Add +9.0% 8,298 $5.1M
State of Wisconsin Investment Board 0.01% Add +45.5% 8,525 $5.1M
1 North Wealth Services LLC 2.09% Reduce -6.2% 8,504 $5.1M
Riverbend Wealth Management, LLC 3.56% Reduce -1.8% 8,491 $5.1M
Gries Financial LLC 0.81% Add +10.8% 8,491 $5.1M
GFG Capital, LLC 1.76% Reduce -6.5% 8,479 $5.1M
Montag A & Associates Inc. 0.23% Add +13.7% 8,469 $5.1M
Levin Capital Strategies, L.P. 0.47% Reduce -0.1% 8,478 $5.1M
Fort Sheridan Advisors LLC 0.66% Add +26.5% 8,466 $5.1M
Family Legacy, Inc. 1.55% Reduce -1.5% 8,418 $5.1M
Greenwood Capital Associates LLC 0.58% Reduce -1.2% 8,401 $5.0M
Goldstein Advisors, LLC 0.61% Reduce -1.0% 8,380 $5.0M
Lion Street Advisors, LLC 1.73% Reduce -32.9% 12,975 $5.0M
Groupe la Francaise 0.07% New 9,787 $5.0M
Signaturefd, LLC 0.08% Add +0.1% 8,300 $5.0M
Taylor & Morgan Wealth Management, LLC 3.05% Add +2.9% 8,265 $5.0M
Advance Capital Management, Inc. 0.21% Add +13.4% 8,232 $4.9M
Ignite Planners, LLC 0.81% Add +0.7% 8,202 $4.9M
Graham Capital Management, L.P. 0.27% New 8,200 $4.9M
Kensington Investment Counsel, LLC 2.00% Add +8.8% 8,190 $4.9M
Purus Wealth Management, LLC 1.57% Reduce -1.2% 8,170 $4.9M
Capital Group Private Client Services, Inc. 0.08% Add +19.0% 8,170 $4.9M
Roman Butler Fullerton & Co. 1.31% Add +9.7% 7,684 $4.9M
TBH Global Asset Management, LLC 0.95% Reduce -2.5% 8,118 $4.9M
Secure Asset Management, LLC 0.80% Reduce -3.7% 8,062 $4.9M
Leelyn Smith, LLC 0.73% Add +6.7% 8,098 $4.9M
Camelot Technology Advisors, Inc. 3.90% Add +1.5% 8,089 $4.9M
Elevation Point Wealth Partners, LLC 0.34% Reduce -33.3% 8,040 $4.8M
Westmount Partners, LLC 1.25% Reduce -4.7% 8,005 $4.8M
Rothschild Wealth LLC 1.04% Add +2.6% 7,987 $4.8M
GSG Advisors LLC 1.27% Add +3.0% 7,927 $4.8M
DKM Wealth Management, Inc. 3.82% Add +0.9% 7,935 $4.8M
Three Magnolias Financial Advisors, LLC 2.96% Add +5.9% 7,934 $4.8M
ORBA Wealth Advisors, L.L.C. 3.92% Add +2.1% 7,925 $4.8M
Symphony Financial, Ltd. Co. 0.58% New 7,936 $4.8M
Wisconsin Wealth Advisors, LLC 4.51% Add +16.9% 7,888 $4.7M
Leo Wealth, LLC 0.61% Reduce -47.7% 7,888 $4.7M
Bernard Wealth Management Corp. 1.98% Add +7.6% 7,888 $4.7M
Greenfield Savings Bank 2.00% Reduce -1.1% 7,879 $4.7M
MCF Advisors LLC 0.29% Add +2.2% 7,840 $4.7M
Rockport Wealth LLC 0.96% Add +14.8% 7,842 $4.7M
Strait & Sound Wealth Management LLC 1.80% Add +3.4% 7,828 $4.7M
Russell Investments Group, Ltd. 0.01% Add +38.4% 7,813 $4.7M
Merkkuri Wealth Advisors LLC 3.40% Reduce -11.4% 7,813 $4.7M
Montz Harcus Wealth Management LLC 2.05% Add +3.8% 7,806 $4.7M
SouthState Bank Corp 0.22% Reduce -44.6% 7,786 $4.7M
EFG Asset Management (Americas) Corp. 0.80% New 7,737 $4.6M
BayBridge Capital Group, LLC 2.96% Reduce -3.4% 7,719 $4.6M
Seamount Financial Group Inc. 2.19% Add +4.3% 7,711 $4.6M
Castle Rock Wealth Management, LLC 1.02% Reduce -1.2% 7,645 $4.6M
Twin Peaks Wealth Advisors, LLC 1.58% Reduce -1.9% 7,690 $4.6M
Vestmark Advisory Solutions, Inc. 0.09% Add +1645.5% 7,680 $4.6M
Omega Financial Group, LLC 1.55% Reduce -1.6% 7,678 $4.6M
Soundwatch Capital LLC 0.74% Add +296.2% 7,678 $4.6M
Defined Wealth Management, LLC 2.67% Reduce -0.9% 7,673 $4.6M
Coastal Bridge Advisors, LLC 0.35% Add +0.1% 7,644 $4.6M
One Wealth Management Investment & Advisory Services, LLC 5.32% Add +11.3% 7,626 $4.6M
Argent Trust Co 0.16% No change 7,624 $4.6M
NovaPoint Capital, LLC 1.12% Add +8.3% 7,606 $4.6M
Centric Wealth Management 1.02% Reduce -2.3% 7,258 $4.6M
Advisors Management Group Inc. 0.80% Reduce -1.4% 7,585 $4.6M
Innovative Wealth Building LLC 3.54% Add +5.8% 7,576 $4.5M
Highline Wealth Partners LLC 1.22% Add +4.1% 7,556 $4.5M
Game Plan Financial Advisors, LLC 2.07% Add +1.9% 7,541 $4.5M
Vanguard Personalized Indexing Management, LLC 0.05% Add +293.7% 7,539 $4.5M
Ironwood Financial, llc 0.80% Reduce -14.5% 7,522 $4.5M
Journey Advisory Group, LLC 0.33% Reduce -3.3% 7,515 $4.5M
Independence Bank of Kentucky 0.58% Add +0.5% 7,501 $4.5M
SageView Advisory Group, LLC 0.16% Reduce -1.6% 7,489 $4.5M
Ewing Morris & Co. Investment Partners Ltd. 1.93% Add +2.2% 7,473 $4.5M
Independent Advisor Alliance 0.12% Reduce -21.0% 7,478 $4.5M
Lam Group, Inc. 2.78% No change 7,475 $4.5M
Paulson Wealth Management Inc. 1.06% Reduce -14.5% 7,456 $4.5M
YHB Investment Advisors, Inc. 0.33% Add +3.6% 7,451 $4.5M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 12.67% Reduce -30.9% 7,453 $4.5M
First National Trust Co 0.15% Reduce -0.1% 7,435 $4.5M
Root Financial Partners, LLC 0.27% Add +11.2% 7,429 $4.5M
Tudor Financial Inc. 2.36% Add +0.3% 7,408 $4.4M
Aspen Capital Management, LLC 1.13% No change 7,392 $4.4M
Iron Gate Global Advisors LLC 0.46% Reduce -0.9% 7,381 $4.4M
Becker Capital Management Inc. 0.13% No change 7,369 $4.4M
Corepath Wealth Partners LLC 3.21% Add +384.2% 7,287 $4.4M
Fifth Third Wealth Advisors LLC 0.16% Reduce -10.3% 7,374 $4.4M
Lakeshore Financial Planning, Inc. 1.64% Reduce -1.5% 7,366 $4.4M
BankPlus Trust Department 1.18% Reduce -2.8% 7,346 $4.4M
Opinicus Capital, Inc. 3.05% Reduce -1.9% 7,332 $4.4M
PCG Asset Management, LLC 3.53% Reduce -0.8% 7,330 $4.4M
Castle Wealth Management LLC 1.48% Reduce -1.4% 7,306 $4.4M
Fortis Capital Management LLC 0.62% Add +10.6% 7,309 $4.4M
Clark Financial Services Group Inc. 2.31% Add +1.2% 7,241 $4.3M
Finward Bancorp 3.30% Add +0.9% 7,238 $4.3M
Woodmont Investment Counsel LLC 0.29% Add +1.2% 7,234 $4.3M
Elm3 Financial Group, LLC 3.56% Reduce -4.0% 7,228 $4.3M
Aspiriant, LLC 0.13% Reduce -0.1% 7,212 $4.3M
Sterling Financial Planning, Inc. 1.36% Add +5.3% 7,208 $4.3M
NCP Inc. 3.21% Add +0.1% 7,201 $4.3M
SVB Wealth LLC 0.23% Reduce -21.1% 7,198 $4.3M
Marco Investment Management LLC 0.33% Add +2.0% 7,198 $4.3M
Bulltick Wealth Management, LLC 1.02% Add +30.1% 7,190 $4.3M
Rainier Family Wealth Inc. 3.85% Add +5.0% 7,185 $4.3M
Blue Bell Private Wealth Management, LLC 0.66% Add +1.1% 7,179 $4.3M
KERR FINANCIAL PLANNING Corp 6.06% — 7,043 $4.3M
Home Federal Bank of Tennessee 1.15% Add +5.3% 7,147 $4.3M
Ellerson Group Inc. 2.67% Add +2.2% 7,144 $4.3M
Mattern Capital Management, LLC 0.50% Reduce -0.6% 7,133 $4.3M
Advyzon Investment Management, LLC 0.73% Reduce -49.3% 7,106 $4.3M
Cadent Capital Advisors, LLC 1.13% Add +8.1% 7,094 $4.3M
Silverlake Wealth Management LLC 1.05% Add +2.3% 7,092 $4.3M
Paladin Advisory Group, LLC 3.30% Reduce -2.0% 7,054 $4.2M
Clayton Financial Group LLC 3.09% Reduce -2.3% 7,043 $4.2M
Greystone Financial Group, LLC 0.65% Reduce -1.4% 7,021 $4.2M
Morton Capital Management LLC 0.69% Reduce -12.6% 7,013 $4.2M
NorthStar Asset Management LLC 2.01% Add +1.9% 7,002 $4.2M
Fifth Lane Capital, LP 4.33% New 7,000 $4.2M
Polymer Capital Management (HK) LTD 0.58% Reduce -22.3% 6,967 $4.2M
Retirement Investment Advisors, Inc. 0.35% Reduce -0.6% 6,958 $4.2M
Kapstone Financial Advisors LLC 1.97% Add +16.5% 6,957 $4.2M
Tobias Financial Advisors, Inc. 0.63% Add +15.9% 6,942 $4.2M
Noked Israel Ltd 0.65% No change 6,940 $4.2M
Frisch Financial Group, Inc. 0.97% Add +0.0% 6,918 $4.2M
Drexel Morgan & Co. 0.65% No change 6,900 $4.1M
Harmony Asset Management LLC 1.42% Add +5.2% 6,881 $4.1M
WealthPlan Investment Management, LLC 0.27% Reduce -0.1% 6,875 $4.1M
Dash Acquisitions Inc. 0.82% Add +50.1% 6,474 $4.1M
Second Half Financial Partners, LLC 1.81% Add +2.0% 6,853 $4.1M
Byrne Financial Freedom, LLC 2.05% Reduce -13.8% 6,853 $4.1M
BCS Wealth Management 0.93% Reduce -10.5% 6,845 $4.1M
Beaton Management Co. Inc. 1.86% Reduce -2.7% 6,815 $4.1M
Boreal Capital Management LLC 3.92% Reduce -5.4% 6,793 $4.1M
Tillman Hartley LLC 1.06% New 6,800 $4.1M
Signal Advisors Wealth, LLC 0.37% Reduce -29.5% 6,799 $4.1M
Peddock Capital Advisors, LLC 0.88% Add +10.3% 6,790 $4.1M
Essex Bank 0.92% Add +0.3% 6,790 $4.1M
Codex Capital Asset Management L.L.C. 1.53% No change 6,780 $4.1M
Allspring Global Investments Holdings, LLC 0.01% Add +109.7% 6,741 $4.1M
Keebeck Wealth Management 0.48% No change 6,762 $4.1M
Cyndeo Wealth Partners, LLC 0.23% Reduce -0.8% 6,767 $4.1M
Sawgrass Asset Management LLC 0.50% Add +0.2% 6,758 $4.1M
Compass Capital Corp. /Ma/ 1.77% Add +40.5% 6,538 $4.1M
Plancorp, LLC 0.13% Reduce -24.4% 6,731 $4.0M
Cypress Wealth Services, LLC 0.66% Add +2.6% 6,704 $4.0M
QTR Family Wealth, LLC 1.91% Reduce -13.7% 6,703 $4.0M
Harbor Investment Advisory, LLC 0.33% Add +19.4% 6,702 $4.0M
Kanawha Capital Management LLC 0.28% Add +0.6% 6,692 $4.0M
Obsidian Cio, LLC 0.53% Add +0.4% 6,688 $4.0M
Optimist Retirement Group LLC 1.81% Reduce -0.0% 6,673 $4.0M
Apollon Financial, LLC 0.67% Add +8.6% 6,670 $4.0M
Victory Financial Group, LLC 0.55% Add +46.0% 6,666 $4.0M
Hardy Reed LLC 0.29% Add +1.4% 6,667 $4.0M
Laird Norton Wetherby Wealth Management, LLC 0.16% Add +11.1% 6,643 $4.0M
New England Asset Management Inc. 0.54% No change 6,627 $4.0M
Florida Trust Wealth Management Co 0.11% Add +2.5% 6,613 $4.0M
Kaydan Wealth Management, Inc. 1.13% Reduce -2.8% 6,610 $4.0M
Triad Wealth Partners, LLC 0.51% Add +217.6% 6,584 $4.0M
River Wealth Advisors LLC 0.46% Add +1.1% 6,575 $3.9M
Proactive Wealth Strategies LLC 1.69% Add +7.9% 6,530 $3.9M
Weil Company, Inc. 0.94% No change 6,522 $3.9M
Ameriflex Group, Inc. 1.47% Add +16.3% 6,520 $3.9M
EWG Elevate Inc. 1.22% Add +3.2% 6,518 $3.9M
Kelleher Financial Advisors 0.98% Reduce -0.1% 6,495 $3.9M
FSC Wealth Advisors, LLC 2.25% Reduce -0.1% 6,489 $3.9M
SoundView Advisors Inc. 1.33% Add +12.3% 6,479 $3.9M
Strategic Family Wealth Counselors, L.L.C. 1.00% Reduce -0.9% 6,477 $3.9M
Howard Capital Management Group, LLC 0.25% Add +1.3% 6,475 $3.9M
Abound Wealth Management 0.97% Add +82.1% 6,453 $3.9M
United Capital Management of KS, Inc. 0.53% Reduce -4.6% 6,448 $3.9M
Sonora Investment Management Group, LLC 0.27% Add +1.4% 6,447 $3.9M
Fiduciary Wealth Partners, LLC 1.62% Add +3123.0% 6,446 $3.9M
N.E.W. Advisory Services LLC 0.35% Add +4.0% 6,435 $3.9M
Evelyn Partners Investment Management LLP 0.11% Add +7.3% 6,435 $3.9M
Hantz Financial Services, Inc. 0.06% Add +7.6% 6,437 $3.9M
Salem Investment Counselors Inc. 0.11% Reduce -0.7% 6,401 $3.8M
Mitchell McLeod Pugh & Williams Inc. 0.62% Add +2.4% 6,069 $3.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -8.1% 6,390 $3.8M
Verdence Capital Advisors LLC 0.22% Add +4.0% 6,102 $3.8M
Capital Wealth Planning, LLC 0.03% Add +57.2% 6,303 $3.8M
LBMC Investment Advisors, LLC 0.24% No change 6,296 $3.8M
First Citizens Bank & Trust Co. 0.08% Add +11.1% 6,292 $3.8M
OneAscent Financial Services LLC 0.25% Add +112.3% 6,272 $3.8M
Diversified Enterprises, LLC 0.25% Add +1.1% 6,269 $3.8M
Astoria Portfolio Advisors LLC. 0.99% Add +1.7% 6,146 $3.8M
Fortress Financial Group, LLC 2.87% Add +0.4% 6,242 $3.7M
Unique Wealth Strategies, LLC 1.47% Add +4.3% 6,241 $3.7M
Regatta Capital Group, LLC 0.59% Add +5.1% 6,233 $3.7M
Yarger Wealth Strategies, LLC 1.71% Reduce -8.1% 6,228 $3.7M
Rothschild Investment LLC 0.21% Add +2.0% 6,224 $3.7M
Baker Ellis Asset Management LLC 0.46% Reduce -3.3% 6,220 $3.7M
Nomura Asset Management Co. Ltd. 0.01% Add +23.4% 6,215 $3.7M
Affinity Capital Advisors, LLC 0.57% Reduce -12.6% 6,146 $3.7M
SlateStone Wealth, LLC 0.32% Reduce -0.8% 6,197 $3.7M
Cardinal Point Capital Management ULC 0.26% Add +50.1% 6,173 $3.7M
Investment Advisory Group, LLC 1.01% Add +8.1% 6,191 $3.7M
Brandywine Oak Private Wealth LLC 0.32% Reduce -0.5% 6,148 $3.7M
Lifeworks Advisors, LLC 0.49% Add +53.2% 6,131 $3.7M
Trust Co 0.38% Add +9.9% 6,116 $3.7M
Marshall Wace, LLP 0.00% New 6,107 $3.7M
Mayflower Financial Advisors, LLC 0.46% Add +1.2% 6,088 $3.7M
Hayek Kallen Investment Management 1.15% Reduce -0.9% 6,077 $3.6M
Parkside Financial Bank & Trust 0.28% Reduce -7.7% 6,051 $3.6M
Keystone Financial Services, LLC 2.54% Reduce -0.7% 6,041 $3.6M
Cora Capital Advisors LLC 1.54% Reduce -3.4% 6,036 $3.6M
Noble Wealth Management PBC 1.93% — 6,025 $3.6M
Smith Salley Wealth Management 0.19% Add +32.8% 6,019 $3.6M
Fishman Jay A Ltd. 0.31% No change 6,015 $3.6M
Procyon Advisors, LLC 0.21% Add +75.4% 6,014 $3.6M
Oxford Financial Group, LTD. LLC 0.20% Add +23.7% 6,012 $3.6M
First Foundation Advisors 0.13% Add +62.0% 5,981 $3.6M
Bright Financial Advisors, Inc. 1.75% Add +0.5% 5,970 $3.6M
Simon Quick Advisors, LLC 0.16% Reduce -8.2% 5,969 $3.6M
Cladis Investment Advisory, LLC 2.05% Add +0.6% 5,961 $3.6M
Marmo Financial Group, LLC 1.73% Reduce -5.8% 5,941 $3.6M
Fiduciary Trust Co 0.04% Add +15.2% 5,941 $3.6M
Eclectic Associates Inc. 0.65% Reduce -16.8% 5,932 $3.6M
Innova Wealth Partners 1.92% Reduce -2.1% 5,925 $3.6M
Tranquilli Financial Advisor LLC 2.10% Add +103.3% 5,923 $3.6M
Pacific Sun Financial Corp 1.72% Reduce -0.4% 5,923 $3.6M
Endeavor Private Wealth, Inc. 1.10% Add +641.1% 5,914 $3.6M
Guggenheim Capital LLC 0.03% Reduce -1.2% 5,912 $3.5M
Manske Wealth Management 1.09% Add +0.3% 5,905 $3.5M
Independent Wealth Network Inc. 1.13% Reduce -0.9% 5,858 $3.5M
Capital Asset Advisory Services LLC 0.15% Reduce -5.9% 5,836 $3.5M
Cascade Financial Partners, LLC 0.40% Reduce -2.8% 5,825 $3.5M
Aviance Capital Partners, LLC 0.41% Add +1.1% 5,820 $3.5M
Columbia River Financial Group, LLC 2.15% Reduce -3.4% 5,601 $3.5M
LeClair Wealth Partners LLC 2.17% Reduce -0.2% 5,810 $3.5M
Horizon Investments, LLC 0.05% Add +561.0% 5,804 $3.5M
Altfest L J & Co. Inc. 0.39% Reduce -5.2% 5,790 $3.5M
Kane Investment Management, Inc. 1.69% Reduce -1.1% 5,787 $3.5M
Hilltop National Bank 0.86% No change 5,784 $3.5M
HF Advisory Group, LLC 1.28% Reduce -0.8% 5,783 $3.5M
WFA Asset Management Corp 1.88% Add +8.3% 7,096 $3.5M
Northwest Financial Advisors 4.44% Reduce -9.8% 5,757 $3.5M
LOM Asset Management Ltd 1.05% Add +1.1% 5,744 $3.4M
Private Wealth Asset Management, LLC 0.41% Reduce -12.4% 5,738 $3.4M
Alpha Financial Partners LLC 2.24% Add +4.9% 5,735 $3.4M
Tanglewood Legacy Advisors, LLC 1.33% No change 5,731 $3.4M
Toth Financial Advisory Corp. 0.37% Reduce -0.9% 5,724 $3.4M
Kingstone Capital Partners Texas, LLC 1.99% Reduce -11.9% 5,711 $3.4M
Rakuten Securities, Inc. 1.25% Reduce -10.8% 5,640 $3.4M
FSM Wealth Advisors, LLC 0.48% Add +0.1% 5,640 $3.4M
Compass Financial Group, INC 0.51% Add +1.1% 5,630 $3.4M
STAR Financial Bank 1.99% Reduce -4.6% 5,615 $3.4M
Naples Global Advisors, LLC 0.26% Add +3.3% 5,597 $3.4M
Tandem Investment Partners LLC 2.76% Reduce -4.7% 5,600 $3.4M
Avidian Wealth Enterprises, LLC 0.13% Reduce -8.3% 5,599 $3.4M
OxenFree Capital LLC 1.84% Add +0.3% 5,478 $3.3M
Financial Management Network Inc. 0.55% Add +0.9% 5,504 $3.3M
Fulton Bank, N.A. 0.12% Add +2.0% 5,564 $3.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -0.2% 5,455 $3.3M
QRG Capital Management, Inc. 0.04% Reduce -45.5% 5,523 $3.3M
Panoramic Investment Advisors, LLC 1.86% Reduce -0.3% 5,505 $3.3M
Waters Parkerson & Co., LLC 0.16% Add +5.3% 5,503 $3.3M
Global Wealth Strategies & Associates 0.85% Add +15.8% 5,499 $3.3M
Midwest Professional Planners, LTD. 0.81% Reduce -3.9% 5,498 $3.3M
AA Financial Advisors, LLC 0.65% Add +40.9% 5,491 $3.3M
Wagner Wealth Management, LLC 0.76% Reduce -0.9% 5,476 $3.3M
Alterna Wealth Management, Inc. 2.70% Reduce -18.5% 5,471 $3.3M
Nvest Financial, LLC 1.89% Reduce -19.2% 5,468 $3.3M
Barnes Wealth Management Group, Inc 1.81% Add +2.4% 5,462 $3.3M
Westfuller Advisors, LLC 1.49% Add +3.0% 5,440 $3.3M
Private Wealth Group, LLC 1.62% Reduce -1.8% 5,439 $3.3M
Smith Thornton Advisors LLC 1.71% Add +5.3% 5,437 $3.3M
Bluespring Wealth Management, LLC 0.28% Add +0.7% 5,428 $3.3M
Asset Dedication, LLC 0.22% Add +17.4% 5,428 $3.3M
Full Sail Capital, LLC 0.18% New 5,423 $3.3M
Michels Family Financial, LLC 2.54% Add +13.1% 5,422 $3.3M
SP Asset Management LLC 0.26% Add +10.0% 5,416 $3.3M
Higgins & Schmidt Wealth Strategies LLC 1.64% Reduce -2.8% 5,415 $3.3M
Raab & Moskowitz Asset Management LLC 0.73% Reduce -2.8% 5,406 $3.2M
Eaton Financial Holdings Company, LLC 0.91% Add +9.3% 5,399 $3.2M
Optima Capital LLC 1.57% Add +12.4% 5,390 $3.2M
Tritonpoint Wealth, LLC 0.28% Add +0.9% 5,377 $3.2M
Benedict Financial Advisors Inc. 0.70% Add +4.0% 5,378 $3.2M
Exit Wealth Advisors, LLC. 2.15% — 5,378 $3.2M
Red Crane Wealth Management, LLC 2.72% Add +0.9% 5,363 $3.2M
Dopkins Wealth Management, LLC 1.36% No change 5,357 $3.2M
Carl P. Sherr & Co., LLC 1.52% No change 5,349 $3.2M
Samalin Investment Counsel, LLC 1.11% Add +18.9% 5,346 $3.2M
Investmark Advisory Group LLC 1.39% Reduce -7.0% 5,345 $3.2M
Valley National Advisers Inc. 0.50% Add +0.8% 5,336 $3.2M
Advisors Preferred, LLC 0.47% Reduce -20.4% 5,265 $3.2M
Alta Wealth Advisors LLC 1.14% New 5,284 $3.2M
CWC Advisors, LLC. 1.55% Reduce -23.0% 5,282 $3.2M
Manchester Capital Management LLC 0.43% Reduce -3.8% 5,260 $3.2M
Denver Wealth Management, Inc. 1.16% Reduce -6.9% 5,239 $3.1M
Patron Partners, LLC 1.42% Add +54.0% 5,232 $3.1M
Purkiss Capital Advisors LLC 1.50% Add +46.7% 5,230 $3.1M
WealthTrust Asset Management, LLC 2.17% Reduce -5.1% 5,226 $3.1M
Charles Schwab Trust Co 0.21% Add +23.5% 5,222 $3.1M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.08% Reduce -28.5% 5,004 $3.1M
Veridan Wealth LLC 1.08% — 5,215 $3.1M
WorthPointe, LLC 1.17% Add +59.6% 5,207 $3.1M
Fairscale Capital, LLC 2.14% No change 5,191 $3.1M
CWA Asset Management Group, LLC 0.12% Reduce -1.2% 5,172 $3.1M
Synergy Asset Management, LLC 0.11% Add +220.7% 5,448 $3.1M
Capital Planning Advisors, LLC 0.42% No change 5,140 $3.1M
Kraft, Davis & Associates, LLC 0.75% Add +4.9% 5,069 $3.1M
Floyd Financial Group LLC 2.28% Add +4.5% 5,112 $3.1M
FC Advisory LLC 0.90% Reduce -4.9% 5,114 $3.1M
Compass Financial Services Inc 1.35% Add +0.1% 5,094 $3.1M
Welch Group, LLC 0.12% Add +5.2% 5,088 $3.1M
LWM Advisory Services, LLC 1.78% Add +1.7% 5,074 $3.0M
Benchmark Financial Wealth Advisors, LLC 0.91% Add +2.8% 5,064 $3.0M
Massachusetts Wealth Management 1.51% Add +4.3% 5,064 $3.0M
Venturi Wealth Management, LLC 0.14% Add +4.3% 5,060 $3.0M
Lauterbach Financial Advisors, LLC 1.53% Reduce -1.5% 5,059 $3.0M
Semus Wealth Partners LLC 1.72% Add +0.2% 5,052 $3.0M
Forum Financial Management, LP 0.04% Add +1.3% 5,035 $3.0M
GGM Financial LLC 1.52% Reduce -0.4% 5,022 $3.0M
Adamsbrown Wealth Consultants LLC 0.83% Reduce -0.6% 5,022 $3.0M
Lyell Wealth Management, LP 0.22% Add +1.2% 5,016 $3.0M
Intrepid Capital Management Inc. 1.47% Add +37.6% 5,002 $3.0M
Lavaca Capital LLC 0.54% No change 5,000 $3.0M
BLVD Private Wealth, LLC 2.57% Reduce -3.7% 4,988 $3.0M
Geneva Partners, LLC 1.09% Add +27.2% 4,988 $3.0M
1ST Source Bank 0.16% Reduce -0.2% 4,983 $3.0M
Westwood Wealth Management 1.09% Reduce -7.0% 4,965 $3.0M
LaSalle St. Investment Advisors, LLC 0.53% Add +4.0% 4,952 $3.0M
UMB Bank, n.a. 0.04% Add +19.8% 4,944 $3.0M
Summit Asset Management, LLC 0.45% Add +31.2% 4,922 $3.0M
Van Hulzen Asset Management, LLC 0.22% Add +20.7% 4,910 $2.9M
Ballew Advisors, Inc 1.64% Add +44.4% 4,921 $2.9M
Mirador Capital Partners LP 0.42% Add +0.9% 4,896 $2.9M
Intrua Financial, LLC 0.34% Add +178.5% 4,893 $2.9M
One River Asset Management, LLC 9.38% Reduce -34.0% 4,902 $2.9M
Cahill Financial Advisors Inc. 0.33% Reduce -5.5% 4,887 $2.9M
Prospera Capital Management, LLC 1.42% No change 4,884 $2.9M
Total Clarity Wealth Management, Inc. 0.78% Add +1.8% 4,872 $2.9M
MUFG Securities EMEA plc 0.07% New 4,870 $2.9M
Helium Advisors LLC 2.43% Reduce -30.6% 4,854 $2.9M
King Luther Capital Management Corp. 0.01% Reduce -4.3% 4,853 $2.9M
TCI Wealth Advisors, Inc. 0.17% Reduce -0.3% 4,851 $2.9M
Madison Park Capital Advisors, LLC 2.39% Reduce -5.2% 4,843 $2.9M
NWK Group, Inc. 0.99% Reduce -0.9% 4,832 $2.9M
LongView Asset Management LLC 2.00% No change 4,825 $2.9M
Bank of Marin 2.04% Reduce -2.5% 4,805 $2.9M
One Day In July LLC 0.24% Reduce -0.4% 4,804 $2.9M
Physician Wealth Advisors, Inc. 0.41% Add +1.3% 4,796 $2.9M
RPS Advisory Solutions LLC 1.41% Reduce -77.5% 4,784 $2.9M
Moss Adams Wealth Advisors LLC 0.22% Add +4.4% 4,766 $2.9M
Symphony Financial Services, Inc. 1.53% Reduce -1.9% 4,746 $2.8M
Yelin Lapidot Holdings Management Ltd. 0.60% No change 4,738 $2.8M
Capital Planning LLC 0.83% Add +0.8% 4,722 $2.8M
FWL Investment Management, LLC 0.74% Reduce -5.0% 4,715 $2.8M
Old National Bancorp 0.05% Reduce -84.7% 4,714 $2.8M
JFG Wealth Management, LLC 0.55% Add +1.1% 4,684 $2.8M
Farrow Financial, Inc. 1.63% Reduce -0.6% 4,677 $2.8M
Madden Advisory Services, Inc. 1.18% Add +49.7% 4,675 $2.8M
Siligmueller & Norvid Wealth Advisors LLC 1.26% Add +406.6% 4,671 $2.8M
Performance Wealth Partners, LLC 0.08% Reduce -0.0% 4,661 $2.8M
Bleichroeder LP 0.55% Add +93.3% 4,640 $2.8M
Sequent Planning LLC 0.79% Reduce -16.4% 4,625 $2.8M
Advanced Asset Management Advisors Inc 0.74% Add +2.9% 4,621 $2.8M
LFA - Lugano Financial Advisors SA 1.46% New 4,619 $2.8M
Christensen, King & Associates Investment Services, Inc. 1.19% Reduce -9.2% 4,608 $2.8M
Glenview Trust Co 0.04% Add +0.4% 4,596 $2.8M
Pursue Wealth Partners LLC 1.51% Reduce -21.3% 4,593 $2.8M
Kentucky Trust Co 1.49% Add +0.5% 4,592 $2.8M
Capital CS Group, LLC 4.53% Add +18.8% 4,591 $2.8M
Elevated Capital Advisors, LLC 0.69% Reduce -3.5% 4,590 $2.8M
Pinnacle Wealth Planning Services, Inc. 0.32% Add +8.1% 4,588 $2.8M
Inscription Capital, LLC 0.30% Add +26.6% 4,577 $2.7M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -0.9% 4,560 $2.7M
Midwestern Financial, LLC 2.35% Add +4.1% 4,563 $2.7M
Focus Partners Wealth 0.00% Reduce -72.0% 4,545 $2.7M
Cloud Capital Management, LLC 1.44% Add +5.0% 4,543 $2.7M
Acropolis Investment Management, LLC 0.14% New 4,943 $2.7M
Pinnacle Bancorp, Inc. 0.81% Add +20.1% 4,542 $2.7M
Tidemark, LLC 0.79% Reduce -4.9% 4,537 $2.7M
Cadence Bank 0.17% Reduce -1.2% 4,531 $2.7M
SLT Holdings LLC 1.82% Add +92.9% 4,511 $2.7M
WoodTrust Financial Corp 0.32% Reduce -0.3% 4,500 $2.7M
Kesler, Norman & Wride, LLC 0.53% Reduce -3.6% 5,276 $2.7M
Peoples Bank 2.67% Reduce -46.7% 4,478 $2.7M
Burney Co./ 0.09% Reduce -4.7% 4,473 $2.7M
First Commonwealth Financial Corp 0.45% Add +14.4% 4,471 $2.7M
Hansen & Associates Financial Group, Inc. 1.12% New 4,303 $2.7M
Strategic Financial Concepts, LLC 0.39% Reduce -9.3% 4,439 $2.7M
Campbell Capital Management Inc. 1.03% Add +0.5% 4,434 $2.7M
Opulen Financial Group LLC 2.01% Reduce -8.2% 4,425 $2.7M
First Citizens Financial Corp 1.31% No change 4,416 $2.7M
Mainsail Financial Group, LLC 1.13% Add +1.1% 4,396 $2.6M
CMT Capital Markets Trading GmbH 1.10% Add +108.7% 4,390 $2.6M
Brookwood Investment Group LLC 0.34% Reduce -4.1% 4,386 $2.6M
Stonebridge Financial Group, LLC 0.23% Reduce -0.5% 4,381 $2.6M
Meridian Investment Counsel Inc. 0.65% Add +1.2% 4,376 $2.6M
Aspect Partners, LLC 1.19% Add +40.5% 4,370 $2.6M
McDonald Partners LLC 0.78% Reduce -2.7% 4,366 $2.6M
Granite Bay Wealth Management, LLC 0.68% Reduce -75.1% 4,367 $2.6M
Kaizen Financial Strategies 1.19% Reduce -5.3% 4,286 $2.6M
Chapin Davis, Inc. 0.64% Reduce -0.3% 4,350 $2.6M
North Capital, Inc. 2.02% Add +0.2% 4,342 $2.6M
Ridgecrest Wealth Partners, LLC 1.18% No change 4,333 $2.6M
Pathway Financial Advisors LLC 0.35% Reduce -1.2% 4,332 $2.6M
Tower Wealth Partners, Inc. 1.42% Add +4.5% 4,315 $2.6M
MSH Capital Advisors LLC 0.69% Reduce -2.4% 4,310 $2.6M
Stablepoint Partners, LLC 0.41% Add +9.7% 4,302 $2.6M
Oribel Capital Management, LP 0.21% Add +22.9% 4,300 $2.6M
Balentine LLC 0.10% Add +43.5% 4,298 $2.6M
Heritage Investors Management Corp. 0.08% Reduce -0.1% 4,297 $2.6M
McClarren Financial Advisors, Inc. 1.58% Add +122.6% 9,141 $2.6M
Aspen Investment Management Inc 1.00% Add +20.5% 4,294 $2.6M
United Advisor Group, LLC 0.35% Reduce -6.1% 4,290 $2.6M
Invesco Ltd. 0.00% Reduce -87.0% 4,281 $2.6M
Investors Asset Management of Georgia Inc. /Ga/ 1.09% Add +0.3% 4,279 $2.6M
Investment Partners Asset Management, Inc. 1.69% Add +0.3% 4,272 $2.6M
Eagle Strategies LLC 0.34% Reduce -3.0% 4,263 $2.6M
Litman Gregory Wealth Management LLC 0.19% Reduce -5.9% 4,256 $2.6M
PMV Capital Advisers, LLC 4.95% Add +28.3% 4,245 $2.5M
American Money Management, LLC 0.42% Add +4.4% 4,242 $2.5M
Lewis Asset Management, LLC 1.04% Add +23.2% 4,231 $2.5M
Oxbow Advisors, LLC 0.24% Add +0.4% 4,227 $2.5M
Platform Technology Partners 0.61% Add +10.4% 4,212 $2.5M
Mathes Company, Inc. 0.92% No change 4,210 $2.5M
Awm Capital, LLC 0.23% Add +0.1% 4,199 $2.5M
Revolve Wealth Partners, LLC 0.30% Reduce -7.0% 4,204 $2.5M
Fort Point Capital Partners LLC 0.32% Reduce -50.0% 4,199 $2.5M
Clear Harbor Asset Management, LLC 0.18% Add +34.4% 4,203 $2.5M
Private Capital Advisors, Inc. 0.28% No change 4,190 $2.5M
Triglav Investments, D.O.O. 0.16% Add +1.3% 4,180 $2.5M
Sierra Summit Advisors LLC 0.38% Reduce -15.6% 4,179 $2.5M
CVFG LLC 1.81% Add +0.8% 4,169 $2.5M
Caitlin John, LLC 1.74% Add +8.6% 4,165 $2.5M
Weatherly Asset Management L. P. 0.20% No change 4,138 $2.5M
Rinkey Investments 0.66% New 4,138 $2.5M
Infinity Wealth Counsel, LLC 2.41% Reduce -0.6% 4,131 $2.5M
Vertex Planning Partners, LLC 0.48% Add +5.3% 4,128 $2.5M
Kestra Investment Management, LLC 0.07% Add +6.0% 4,122 $2.5M
J. L. Bainbridge & Co., Inc. 0.21% Reduce -0.4% 4,119 $2.5M
Westbourne Investment Advisors, Inc. 0.69% Reduce -3.5% 4,117 $2.5M
Hilton Capital Management, LLC 0.20% No change 4,110 $2.5M
Narus Financial Partners, LLC 0.68% Add +386.3% 4,109 $2.5M
Cypress Asset Management Inc. 0.56% No change 4,102 $2.5M
Valtinson Bruner Financial Planning LLC 0.73% Reduce -0.0% 4,101 $2.5M
Flavin Financial Services, Inc. 1.75% Add +15.1% 4,100 $2.5M
Sassicaia Capital Advisers LLC 1.10% Reduce -84.6% 4,100 $2.5M
Insight Wealth Strategies, LLC 0.29% Add +2.3% 4,097 $2.5M
Waldron Private Wealth LLC 0.10% Add +4.2% 4,092 $2.5M
Northern Financial Advisors Inc 1.29% Reduce -2.4% 4,078 $2.4M
Carter Financial Group, INC. 1.48% Reduce -0.8% 4,074 $2.4M
Tranquility Partners, LLC 0.82% Add +18.9% 4,056 $2.4M
Wellspring Financial Advisors, LLC 0.22% Add +0.0% 1,436,249 $2.4M
Atlas Brown,Inc. 0.72% Add +0.8% 4,051 $2.4M
Clark Capital Management Group, Inc. 0.02% Add +6.5% 4,046 $2.4M
Mindset Wealth Management, LLC 0.66% Reduce -0.4% 4,041 $2.4M
GAMMA Investing LLC 0.13% Add +1.0% 4,040 $2.4M
Perennial Advisors, LLC 0.42% Add +1.3% 4,038 $2.4M
Saxon Interests, Inc. 0.94% Reduce -31.8% 4,226 $2.4M
Resonant Capital Advisors, LLC 0.14% No change 4,010 $2.4M
Coastwise Capital Group, LLC 1.69% Add +7.5% 4,011 $2.4M
Viewpoint Capital Management LLC 1.06% Add +7.1% 3,999 $2.4M
Fort Washington Investment Advisors Inc. 0.01% Add +648.7% 3,998 $2.4M
Koss-Olinger Consulting, LLC 0.20% Reduce -11.3% 4,349 $2.4M
Taikang Asset Management (Hong Kong) Co Ltd 0.27% Reduce -37.5% 3,994 $2.4M
PBMares Wealth Management LLC 0.39% Add +3.7% 3,993 $2.4M
Davis Investment Partners, LLC 0.82% Reduce -7.8% 3,972 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.31% Reduce -3.5% 3,983 $2.4M
Plante Moran Financial Advisors, LLC 0.15% Add +0.7% 3,983 $2.4M
Walker Financial Services, Inc. 0.93% Reduce -12.3% 3,962 $2.4M
Fortitude Advisory Group L.L.C. 1.28% Reduce -4.7% 3,960 $2.4M
Premier Path Wealth Partners, LLC 0.31% Add +0.4% 3,960 $2.4M
WMG Financial Advisors, LLC 0.79% Add +3.0% 3,957 $2.4M
BBR Partners, LLC 0.14% Add +8.3% 3,956 $2.4M
Colton Groome Financial Advisors, LLC 0.73% Add +9.0% 3,953 $2.4M
River Street Advisors LLC 0.92% No change 3,942 $2.4M
PCG Wealth Advisors, LLC 0.69% New 3,932 $2.4M
Patrick M Sweeney & Associates, Inc. 1.52% Add +0.3% 3,927 $2.4M
McAdam, LLC 0.12% Add +5.8% 3,926 $2.4M
ProVise Management Group, LLC 0.17% Reduce -1.8% 3,922 $2.4M
Perbak Capital Partners LLP 0.41% Reduce -68.5% 3,907 $2.3M
TRUE Private Wealth Advisors 0.24% Reduce -5.9% 3,904 $2.3M
MIdWestOne Financial Group, Inc. 0.28% Add +2.6% 3,884 $2.3M
Accredited Investors Inc. 0.13% Reduce -2.2% 3,883 $2.3M
Saiph Capital, LLC 0.84% Add +4.5% 3,878 $2.3M
Earned Wealth Advisors, LLC 0.38% Add +0.3% 3,868 $2.3M
Beaumont Financial Advisors, LLC 0.16% Reduce -0.8% 3,868 $2.3M
F&V Capital Management, LLC 0.52% Add +0.1% 3,868 $2.3M
KG Capital Management 0.64% Reduce -0.2% 3,863 $2.3M
Lionshead Wealth Management, LLC 1.84% Reduce -6.6% 3,861 $2.3M
Wellington Shields & Co., LLC 0.60% Reduce -2.6% 3,860 $2.3M
Selective Wealth Management, Inc. 0.74% Reduce -0.0% 3,815 $2.3M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -4.8% 3,831 $2.3M
Pictet North America Advisors SA 0.22% No change 3,846 $2.3M
Hutchens & Kramer Investment Management Group, LLC 0.91% Reduce -1.5% 3,830 $2.3M
Front Row Advisors LLC 0.77% Reduce -0.6% 3,811 $2.3M
Broadleaf Partners, LLC 0.48% Reduce -7.3% 3,811 $2.3M
CFS Investment Advisory Services, LLC 0.17% Reduce -0.5% 3,697 $2.3M
Addison Capital Co 0.67% Add +19.2% 3,798 $2.3M
Stempoint Capital LP 0.46% New 3,797 $2.3M
Uhlmann Price Securities, LLC 1.39% Reduce -0.9% 3,795 $2.3M
American National Bank & Trust 0.22% Add +1.4% 3,788 $2.3M
Net Worth Advisory Group 0.66% Reduce -9.4% 3,787 $2.3M
Arcadia Wealth Management, Inc. 1.38% Reduce -0.5% 3,779 $2.3M
Websterrogers Financial Advisors, LLC 0.68% No change 3,777 $2.3M
Significant Wealth Partners LLC 1.11% Add +52.8% 3,774 $2.3M
Aldebaran Financial Inc. 2.26% Add +7.8% 3,763 $2.3M
Patten & Patten Inc. 0.13% Reduce -13.6% 3,759 $2.3M
Optivise Advisory Services LLC 1.34% Add +6.8% 3,748 $2.3M
Cambria Investment Management, L.P. 0.14% New 3,745 $2.2M
Peregrine Asset Advisers, Inc. 0.67% Reduce -0.0% 3,745 $2.2M
International Private Wealth Advisors LLC 1.41% Add +1.8% 3,743 $2.2M
United Asset Strategies, Inc. 0.18% Reduce -1.7% 3,735 $2.2M
German American Bancorp, Inc. 0.20% No change 3,735 $2.2M
Encompass Wealth Advisors, LLC 0.76% Reduce -5.1% 3,734 $2.2M
Interval Partners, LP 0.05% Reduce -18.4% 3,716 $2.2M
Veery Capital, LLC 0.70% Add +0.2% 3,712 $2.2M
Strategies Wealth Advisors, LLC 0.23% Reduce -46.8% 3,704 $2.2M
Annex Advisory Services, LLC 0.05% Reduce -39.5% 3,695 $2.2M
Rydar Equities, Inc. 1.77% Reduce -9.0% 3,665 $2.2M
Ironwood Investment Counsel, LLC 0.32% Add +43.7% 3,675 $2.2M
Berbice Capital Management LLC 1.36% No change 3,670 $2.2M
Aberdeen Group plc 0.00% Add +347.2% 3,676 $2.2M
Gryphon Financial Partners LLC 0.25% No change 3,654 $2.2M
Nova Wealth Management, Inc. 1.54% Reduce -5.6% 3,649 $2.2M
BSW Wealth Partners 0.27% Reduce -0.9% 3,648 $2.2M
Oder Investment Management, LLC 1.57% No change 3,643 $2.2M
Sfm, LLC 1.27% Reduce -2.0% 3,641 $2.2M
Guyasuta Investment Advisors Inc. 0.13% Add +2.3% 3,639 $2.2M
Smart Portfolios, LLC 2.10% Reduce -1.6% 3,627 $2.2M
Copperleaf Capital, LLC 1.04% Add +5.0% 3,627 $2.2M
San Luis Wealth Advisors LLC 0.39% New 3,605 $2.2M
Olympiad Research LP 3.01% Add +55.6% 3,601 $2.2M
Prelude Capital Management, LLC 0.17% Add +95.6% 3,601 $2.2M
Manhattan West Asset Management, LLC 0.45% Reduce -3.0% 3,584 $2.2M
Financial Futures Ltd Liability Co. 1.04% Reduce -0.4% 3,582 $2.2M
F/m Investments LLC 0.08% Add +13.9% 3,580 $2.1M
B.O.S.S. Retirement Advisors, LLC 0.51% Add +15.9% 3,577 $2.1M
Fairview Capital Investment Management, LLC 0.11% New 3,570 $2.1M
Hibernia Wealth Partners, LLC 1.37% Reduce -44.3% 3,567 $2.1M
Strata Wealth Advisors, LLC 0.57% Add +23.8% 3,566 $2.1M
Beacon Bridge Wealth Partners, LLC 0.76% Add +0.4% 3,564 $2.1M
Bradley & Co. Private Wealth Management, LLC 1.18% No change 3,563 $2.1M
Coordinated Financial Services, Inc. 1.39% No change 3,559 $2.1M
Sage Advisors, LLC 1.53% Add +43.2% 3,559 $2.1M
Nalls Sherbakoff Group, LLC 1.44% Add +50.5% 3,558 $2.1M
Element Wealth, LLC 0.93% Add +4.1% 3,552 $2.1M
Aviso Wealth Management 0.93% Reduce -0.8% 3,550 $2.1M
waypoint wealth counsel 0.84% Reduce -0.5% 3,543 $2.1M
Chevy Chase Trust Holdings, LLC 0.01% Add +1.6% 3,541 $2.1M
Weaver Consulting Group 0.54% Reduce -1.4% 3,538 $2.1M
Wealth Management Associates, Inc. 0.75% Add +2.5% 3,537 $2.1M
Cannell & Spears LLC 0.04% Add +1.9% 3,523 $2.1M
Fortress Private Ledger, LLC 0.77% Add +8.9% 3,517 $2.1M
Frederick Financial Consultants, LLC 1.18% Add +0.2% 3,516 $2.1M
Curi Capital, LLC 0.04% Add +1.5% 3,508 $2.1M
Mosaic Financial Group, LLC 1.50% Add +0.5% 3,510 $2.1M
Aries Wealth Management 0.50% No change 3,511 $2.1M
Bienville Capital Management, LLC 0.40% Add +4.8% 3,505 $2.1M
Asset Allocation & Management Company, LLC 0.90% Add +59.0% 3,534 $2.1M
Comprehensive Financial Planning, Inc. 1.44% Add +1.3% 3,507 $2.1M
Westhampton Capital, LLC 1.02% Add +0.7% 3,505 $2.1M
Aire Advisors, LLC 0.38% Add +4.2% 3,504 $2.1M
NBZ Investment Advisors LLC 1.10% Add +6.7% 3,504 $2.1M
Lifestyle Asset Management, Inc. 0.72% Add +143.2% 3,492 $2.1M
Bulwark Capital Corp 1.63% Reduce -3.9% 3,483 $2.1M
HM Payson & Co. 0.03% Add +11.9% 3,478 $2.1M
Gateway Investment Advisers LLC 0.02% New 3,475 $2.1M
Summit Global Investments 0.12% Add +29.8% 3,472 $2.1M
Lokken Investment Group LLC 0.72% Reduce -2.2% 3,470 $2.1M
Quantum Portfolio Management LLC 0.62% Add +68.9% 3,468 $2.1M
FAS Wealth Partners, Inc. 0.14% Reduce -3.0% 3,468 $2.1M
Sagace Wealth Management LLC 1.42% Reduce -11.3% 3,464 $2.1M
Dock Street Asset Management Inc. 0.18% Add +0.9% 3,462 $2.1M
Meridian Wealth Advisors, LLC 0.29% Add +8.0% 3,457 $2.1M
Advisor OS, LLC 0.18% Reduce -38.0% 3,456 $2.1M
Ridgewood Investments LLC 0.87% Add +14.1% 3,948 $2.1M
Raleigh Capital Management Inc. 0.79% Reduce -3.2% 3,452 $2.1M
Pandora Wealth, Inc. 1.25% No change 3,452 $2.1M
RPG Investment Advisory, LLC 0.24% Reduce -0.8% 3,449 $2.1M
Brass Tax Wealth Management, Inc. 0.34% Add +8.0% 3,437 $2.1M
Reyes Financial Architecture, Inc. 1.40% Reduce -57.8% 3,432 $2.1M
Okabena Investment Services Inc. 0.40% No change 3,431 $2.1M
Ingalls & Snyder LLC 0.07% Reduce -0.5% 3,426 $2.1M
Well Done, LLC 0.35% Add +29.4% 3,423 $2.1M
Allen Mooney & Barnes Investment Advisors LLC 0.32% Reduce -1.1% 3,421 $2.1M
First American Trust, FSB 0.15% Reduce -59.6% 3,417 $2.1M
Winebrenner Capital Management LLC 1.47% Add +1.4% 3,416 $2.1M
Diversified Portfolios, Inc. 0.18% Add +6.2% 3,409 $2.0M
Colorado Capital Management, Inc. 0.79% Add +0.3% 3,406 $2.0M
Boothbay Fund Management, LLC 0.05% Reduce -54.0% 3,404 $2.0M
West Bancorporation Inc. 1.14% Add +224.1% 3,403 $2.0M
QVR LLC 2.47% Reduce -52.1% 3,402 $2.0M
Congress Park Capital LLC 0.63% Reduce -6.0% 3,400 $2.0M
Northeast Investment Management 0.08% Add +1.9% 3,397 $2.0M
Topsail Wealth Management, LLC 0.34% Add +1.2% 3,391 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.5% 3,386 $2.0M
Valley Financial Group, Inc. 1.15% Reduce -6.8% 3,387 $2.0M
WealthShield Partners, LLC 0.23% Reduce -6.3% 3,377 $2.0M
Outfitters Financial LLC 1.63% Add +11.1% 3,363 $2.0M
Curran Financial Partners, LLC 0.40% Add +29.9% 3,355 $2.0M
First Financial Group Corp 1.74% Reduce -0.3% 3,360 $2.0M
MKT Advisors LLC 0.75% Reduce -0.7% 3,325 $2.0M
Allie Family Office LLC 0.95% Reduce -32.4% 3,328 $2.0M
Silvia McColl Wealth Management, LLC 1.35% Add +15.5% 3,325 $2.0M
GHP Investment Advisors, Inc. 0.08% Add +0.2% 3,323 $2.0M
CFO4Life Group, LLC 0.29% Add +5.3% 3,317 $2.0M
Mezzasalma Advisors, LLC 0.51% Add +0.5% 3,312 $2.0M
Ferguson Shapiro LLC 0.64% No change 3,309 $2.0M
Global Financial Private Client, LLC 0.71% Add +12.8% 3,307 $2.0M
Affiance Financial, LLC 0.36% Add +3.0% 3,287 $2.0M
Intrepid Financial Planning Group LLC 0.75% Add +0.1% 3,285 $2.0M
Gentry Private Wealth, LLC 1.37% Reduce -4.8% 3,284 $2.0M
Financial Perspectives, Inc 0.55% Add +3.8% 3,284 $2.0M
AllSquare Wealth Management LLC 1.04% Reduce -1.7% 3,278 $2.0M
Wolff Financial Management LLC 0.46% No change 3,277 $2.0M
Passive Capital Management, LLC. 0.64% Reduce -2.1% 3,276 $2.0M
Davis R M Inc. 0.03% Reduce -3.2% 3,268 $2.0M
BNC Wealth Management, LLC 0.50% Reduce -1.8% 3,266 $2.0M
Bravias Capital Group, LLC 1.31% Add +6.0% 3,265 $2.0M
Centurion Wealth Management LLC 0.45% Add +4.1% 3,261 $2.0M
Sierra Capital LLC 0.21% Reduce -2.1% 3,260 $2.0M
Evelyn Partners Investment Management (Europe) Ltd 0.68% No change 3,252 $2.0M
Seeds Investor LLC 0.41% Add +1.0% 3,231 $1.9M
Central Valley Advisors, LLC 0.60% Reduce -0.7% 3,226 $1.9M
XY Planning Network, Inc. 0.66% No change 3,489 $1.9M
Dearborn Partners LLC 0.09% Reduce -0.6% 3,193 $1.9M
BIP Wealth, LLC 0.09% Add +44.3% 3,191 $1.9M
Morton Brown Family Wealth, LLC 0.55% Add +4.0% 3,191 $1.9M
Parsons Capital Management Inc. 0.11% Add +3.2% 3,187 $1.9M
Lazari Capital Management, Inc. 0.65% Reduce -13.0% 3,180 $1.9M
SeaBridge Investment Advisors LLC 0.31% Reduce -26.9% 3,178 $1.9M
Scarborough Advisors, LLC 0.34% Add +4.0% 3,177 $1.9M
Trust Point Inc. 0.15% New 3,174 $1.9M
Acorn Wealth Advisors, LLC 0.60% Add +52.4% 3,170 $1.9M
Indiana Trust & Investment Management Co 0.58% Add +1.7% 3,170 $1.9M
Wealthspan Partners, LLC 0.73% No change 3,160 $1.9M
Birchcreek Wealth Management, LLC 0.98% Add +0.5% 3,157 $1.9M
Caxton Associates LLP 0.05% Add +27.2% 3,149 $1.9M
MFA Wealth Services 1.30% Reduce -13.2% 3,135 $1.9M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.9M
Chemistry Wealth Management LLC 0.36% Add +0.9% 3,127 $1.9M
Alaethes Wealth, LLC 0.53% Reduce -6.4% 3,123 $1.9M
Keystone Global Partners, LLC 0.96% No change 3,125 $1.9M
Liberty One Investment Management, LLC 0.11% Add +0.5% 3,119 $1.9M
Elite Financial, Inc. 0.85% Add +2.0% 2,992 $1.9M
Chilton Capital Management LLC 0.06% Add +12.8% 3,103 $1.9M
Core Wealth Partners LLC 0.85% Add +9.2% 3,096 $1.9M
Nilsine Partners, LLC 0.17% Reduce -4.7% 3,094 $1.9M
Regent Peak Wealth Advisors LLC 0.37% — 3,087 $1.9M
Denver PWM, LLC 0.58% No change 3,360 $1.9M
Concord Wealth Partners 0.26% Reduce -7.5% 3,083 $1.9M
Nicolet Bankshares Inc. 0.30% Reduce -0.7% 3,075 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -5.4% 3,074 $1.8M
X-Square Capital, LLC 0.57% Add +1.7% 3,061 $1.8M
Tocqueville Asset Management L.P. 0.03% Reduce -2.8% 3,058 $1.8M
Professional Financial Advisors, LLC 0.39% Add +9.1% 3,054 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.61% Add +0.3% 3,050 $1.8M
Alerus Financial NA 0.09% Add +1.3% 3,047 $1.8M
Financial Advisors, LLC 0.32% Add +49.0% 3,043 $1.8M
Family Investment Center, Inc. 0.38% Reduce -1.5% 3,042 $1.8M
Vernal Point Advisors, LLC 0.79% No change 3,035 $1.8M
Midland Wealth Advisors, LLC 0.10% Reduce -0.7% 3,036 $1.8M
Stelac Advisory Services LLC 0.63% No change 3,019 $1.8M
CX Institutional 0.06% Add +44.7% 3,022 $1.8M
Legacy Edge Advisors, LLC 0.21% Reduce -1.1% 3,020 $1.8M
Oakworth Capital, Inc. 0.10% Reduce -2.1% 3,014 $1.8M
Quest 10 Wealth Builders, Inc. 1.66% Add +0.1% 3,002 $1.8M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2.44% New 3,000 $1.8M
Grantvest Financial Group LLC 1.24% Add +5.8% 2,998 $1.8M
Paradigm Capital Management, LLC 1.81% Add +121.4% 2,998 $1.8M
Shoker Investment Counsel, Inc. 0.53% Reduce -0.5% 2,979 $1.8M
Beacon Financial Advisory LLC 0.41% Add +9.8% 2,975 $1.8M
FreeGulliver LLC 0.80% Reduce -8.8% 2,968 $1.8M
Northstar Advisory Group, LLC 0.73% Reduce -4.5% 2,965 $1.8M
GatePass Capital, LLC 1.04% Add +4.2% 2,956 $1.8M
Brand Asset Management Group, Inc. 0.50% Add +386.1% 2,946 $1.8M
Synergy Investment Management, LLC 0.68% New 2,945 $1.8M
Ipswich Investment Management Co., Inc. 0.41% Reduce -1.7% 2,943 $1.8M
Zions Bancorporation, National Association 0.09% Reduce -3.0% 2,923 $1.8M
Kohmann Bosshard Financial Services, LLC 0.18% New 2,921 $1.8M
Johnson Financial Group, Inc. 0.07% Reduce -1.7% 2,913 $1.8M
Waddell & Associates, LLC 0.15% Add +8.5% 2,910 $1.7M
Xcel Wealth Management, LLC 0.46% Reduce -14.3% 2,907 $1.7M
Grange Capital, LLC 1.69% Reduce -7.0% 2,906 $1.7M
WT Wealth Management 0.50% Add +12.0% 2,895 $1.7M
Redwood Financial Network Corp 1.10% Reduce -3.3% 2,891 $1.7M
Capstone Financial Advisors, Inc. 0.09% Add +36.0% 2,886 $1.7M
UNIVEST FINANCIAL Corp 0.10% Add +26.0% 2,873 $1.7M
Evernest Financial Advisors, LLC 0.48% Add +0.1% 2,870 $1.7M
Alteri Wealth LLC 0.59% Add +7.1% 2,867 $1.7M
Facet Wealth, Inc. 0.04% Add +20.9% 2,863 $1.7M
Wimmer Associates 1, LLC 0.82% No change 2,856 $1.7M
Mizuho Markets Americas LLC 0.04% No change 2,855 $1.7M
Howland Capital Management LLC 0.07% Reduce -3.1% 2,849 $1.7M
Quantum Private Wealth, LLC 0.50% No change 2,852 $1.7M
Dana Investment Advisors, Inc. 0.05% Reduce -4.0% 2,849 $1.7M
Blackston Financial Advisory Group, LLC 1.01% Reduce -14.4% 2,845 $1.7M
AmeriServ Wealth Advisors 0.86% Reduce -76.5% 2,843 $1.7M
HRC Wealth Management, LLC 0.83% Add +0.1% 2,838 $1.7M
Hobbs Group Advisors, LLC 0.53% Reduce -9.7% 2,829 $1.7M
Gilbert & Cook, Inc. 0.22% Add +0.4% 2,828 $1.7M
Klingman & Associates, LLC 0.09% Reduce -0.1% 2,823 $1.7M
Empirical Asset Management, LLC 0.47% Add +1381.0% 39,928 $1.7M
MPS Loria Financial Planners, LLC 0.45% Add +0.0% 2,805 $1.7M
Halbert Hargrove Global Advisors, LLC 0.08% Add +14.7% 2,804 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -1.8% 2,800 $1.7M
Boyum Wealth Architects LLC 1.03% Reduce -13.1% 2,799 $1.7M
Vantage Point Financial LLC 0.65% Reduce -0.4% 2,794 $1.7M
Cherry Creek Investment Advisors, Inc. 0.73% Add +0.1% 2,793 $1.7M
Massar Capital Management, LP 0.60% New 2,792 $1.7M
Goelzer Investment Management, Inc. 0.09% Reduce -28.5% 2,786 $1.7M
Quantum Financial Advisors, LLC 0.20% Add +0.4% 2,784 $1.7M
Austin Private Wealth, LLC 0.13% Add +0.7% 2,784 $1.7M
TCFG Wealth Management, LLC 0.66% New 2,779 $1.7M
GM Advisory Group, LLC 0.07% Reduce -2.0% 2,776 $1.7M
Checchi Capital Advisers, LLC 0.11% Reduce -0.8% 2,771 $1.7M
Wealth Effects LLC 0.53% Add +2.4% 2,767 $1.7M
WESPAC Advisors, LLC 0.97% Add +22.6% 2,761 $1.7M
Private Capital Management, LLC 0.15% Add +2.9% 2,759 $1.7M
Napa Wealth Management 0.77% Reduce -0.4% 2,754 $1.7M
Tompkins Financial Corp. 0.14% Reduce -0.0% 2,753 $1.7M
Investment Partners, LTD. 0.58% Add +0.0% 2,750 $1.7M
Orange Investment Advisors, Inc. 0.17% Reduce -2.7% 2,740 $1.6M
Forefront Wealth Management Inc. 1.20% Add +11.1% 2,734 $1.6M
City Center Advisors, LLC 1.60% Add +5.8% 2,733 $1.6M
ERn Financial, LLC 0.32% Reduce -0.6% 2,732 $1.6M
Rockwood Wealth Management, LLC 0.13% Add +1.3% 2,722 $1.6M
Millennium Capital Advisors, LLC 0.99% Reduce -0.2% 2,718 $1.6M
Catalina Capital Group, LLC 1.01% Add +12.6% 2,716 $1.6M
Intelligence Driven Advisers, LLC 0.23% Add +0.6% 2,716 $1.6M
Code Waechter LLC 1.06% No change 2,725 $1.6M
Nicholas Wealth, LLC. 1.19% Add +6.8% 2,714 $1.6M
Sentinel Wealth Management, Inc. 1.41% No change 2,710 $1.6M
Illumine Investment Management, LLC 1.16% Add +0.1% 2,708 $1.6M
Berkshire Asset Management LLC 0.07% Add +38.3% 2,707 $1.6M
Taylor Financial Group, Inc. 0.93% Reduce -1.3% 2,702 $1.6M
17 Capital Partners, LLC 0.88% New 2,700 $1.6M
Forefront Wealth Partners, LLC 0.41% New 2,695 $1.6M
Townsquare Capital LLC 0.24% Reduce -48.4% 2,691 $1.6M
Disciplined Investments, LLC 0.64% Reduce -3.0% 2,675 $1.6M
Tortoise Investment Management, LLC 0.14% Reduce -6.3% 2,668 $1.6M
Chicago Capital, LLC 0.04% Reduce -1.4% 2,657 $1.6M
Willner & Heller, LLC 1.23% Reduce -2.7% 2,657 $1.6M
Blue Fin Capital, Inc. 0.25% Reduce -0.2% 2,648 $1.6M
NCM Capital Management, LLC 0.62% Reduce -11.6% 2,646 $1.6M
Sage Capital Advisors,llc 0.38% Reduce -1.8% 2,645 $1.6M
Security National Bank 0.24% Reduce -0.6% 2,645 $1.6M
Colonial River Investments, LLC 0.59% Reduce -2.6% 2,644 $1.6M
TigerOak Management, L.L.C. 0.49% No change 2,641 $1.6M
Stiles Financial Services Inc 0.50% Add +1.0% 2,640 $1.6M
Collaborative Wealth Managment Inc. 0.64% Reduce -5.5% 2,640 $1.6M
Van Cleef Asset Management,Inc 0.16% Reduce -4.0% 2,636 $1.6M
Cambridge Advisors Inc. 0.31% No change 2,633 $1.6M
Solstein Capital, LLC 0.72% No change 2,628 $1.6M
Long Run Wealth Advisors, LLC 0.31% Reduce -6.3% 2,624 $1.6M
Breakwater Capital Group 0.23% Reduce -5.5% 2,621 $1.6M
Edge Financial Advisors LLC 0.70% Reduce -44.4% 2,616 $1.6M
Ehrlich Financial Group 0.93% Add +52.8% 2,611 $1.6M
Pacific Asset Management, LLC 1.06% Add +337.8% 2,596 $1.6M
West Michigan Advisors, LLC 0.37% Add +150.7% 2,592 $1.6M
Atmos Capital Gestao DE Recursos Ltda. 0.22% Reduce -17.1% 2,592 $1.6M
Maxi Investments CY Ltd 0.32% Add +9940.6% 1,235,000 $1.6M
Legacy Financial Advisors, Inc. 0.21% New 2,590 $1.6M
BigSur Wealth Management LLC 0.38% Add +2.0% 2,585 $1.6M
North Point Portfolio Managers Corp. 0.26% No change 2,586 $1.6M
Common Fund for Nonprofit Organizations 0.13% Add +0.5% 2,585 $1.6M
Fiduciary Group, LLC 0.14% Add +17.6% 2,584 $1.6M
Global Strategic Investment Solutions, LLC 0.15% No change 2,582 $1.6M
Williams & Novak, LLC 1.19% Add +7.7% 2,577 $1.5M
1832 Asset Management L.P. 0.00% Add +21.8% 2,577 $1.5M
Cedar Wealth Management, LLC 0.47% Reduce -1.5% 2,576 $1.5M
Fairman Group, LLC 1.25% No change 2,572 $1.5M
Dagco, Inc. 0.39% Add +15.3% 2,571 $1.5M
Ullmann Wealth Partners Group, LLC 0.17% Reduce -0.1% 2,570 $1.5M
Lloyd Advisory Services, LLC. 0.72% New 2,565 $1.5M
Cambridge Financial Group, LLC 0.49% Reduce -0.6% 2,555 $1.5M
Slagle Financial, LLC 0.56% Add +11.5% 2,552 $1.5M
BridgePort Financial Solutions, LLC 0.41% Add +75.5% 2,551 $1.5M
Thoma Capital Management LLC 0.88% Reduce -0.0% 2,551 $1.5M
Armbruster Capital Management, Inc. 0.26% Reduce -2.2% 2,549 $1.5M
PFG Private Wealth Management, LLC 0.68% New 2,547 $1.5M
Integrity Wealth Solutions LLC 0.68% Reduce -0.4% 2,547 $1.5M
Bridgewealth Advisory Group, LLC 0.35% Add +1.5% 2,540 $1.5M
Baron Wealth Management LLC 0.50% Add +0.0% 2,537 $1.5M
Towne Trust Company, N.A 0.49% Add +6.3% 2,530 $1.5M
Financial Advisors Network, Inc. 0.21% Add +5.1% 2,519 $1.5M
Breakthru Advisory Services, LLC 0.99% New 2,509 $1.5M
First Financial Corp. 0.59% Reduce -0.1% 2,498 $1.5M
Copley Financial Group, Inc. 1.03% Add +16.3% 2,497 $1.5M
Leading Edge Financial Planning LLC 0.38% Reduce -0.2% 2,494 $1.5M
180 Wealth Advisors, LLC 0.18% Reduce -0.5% 2,485 $1.5M
Means Investment Co., Inc. 0.13% Reduce -5.3% 2,484 $1.5M
TCTC Holdings, LLC 0.04% No change 2,480 $1.5M
Wick Capital Partners, LLC 0.35% Reduce -70.6% 2,479 $1.5M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -16.1% 2,479 $1.5M
Second Line Capital, LLC 0.31% Add +30.3% 2,464 $1.5M
Powers Advisory Group, LLC 0.59% Add +0.6% 2,459 $1.5M
Avalon Capital Management 0.36% Add +17.7% 2,458 $1.5M
Beacon Bank & Trust 0.32% No change 2,449 $1.5M
Wealth Architects, LLC 0.14% No change 2,447 $1.5M
Osborne Partners Capital Management, LLC 0.07% Reduce -3.3% 2,446 $1.5M
Stewardship Advisors, LLC 0.35% Reduce -8.8% 2,443 $1.5M
Romano Brothers and Company 0.17% No change 2,437 $1.5M
Members Wealth LLC 0.92% — 2,421 $1.5M
Meeder Advisory Services, Inc. 0.07% Reduce -0.9% 2,429 $1.5M
Appleton Partners Inc. 0.10% Add +4.6% 2,427 $1.5M
Geometric Wealth Advisors 0.19% No change 2,426 $1.5M
Teamwork Financial Advisors, LLC 0.16% Add +12.3% 2,418 $1.5M
Clifford Swan Investment Counsel LLC 0.05% Add +53.6% 2,406 $1.4M
Jeppson Wealth Management, LLC 0.46% Add +0.1% 2,405 $1.4M
Veracity Capital LLC 0.46% Reduce -7.2% 2,404 $1.4M
PYA Waltman Capital, LLC 0.39% Add +12.9% 2,398 $1.4M
Clearwater Capital Advisors, LLC 0.12% Add +0.2% 2,386 $1.4M
First PREMIER Bank 0.33% No change 2,386 $1.4M
Spreng Capital Management, Inc. 0.59% Add +55.2% 2,384 $1.4M
Aspire Growth Partners LLC 1.04% Reduce -1.0% 2,375 $1.4M
Smartleaf Asset Management LLC 0.09% Reduce -0.8% 2,376 $1.4M
Elite Wealth Management, Inc. 0.37% Add +19.5% 2,360 $1.4M
Harbor Group, Inc. 0.23% Add +16.8% 2,356 $1.4M
Heritage Wealth Management, Inc. 0.96% Add +4.0% 2,349 $1.4M
Wolff Wiese Magana LLC 0.80% Add +5.9% 2,349 $1.4M
Trajan Wealth LLC 0.06% Add +17.5% 2,343 $1.4M
Laidlaw Wealth Management LLC 3.35% New 2,343 $1.4M
Bfsg, LLC 0.14% Reduce -1.0% 2,340 $1.4M
Aaron Wealth Advisors LLC 0.08% Reduce -0.4% 2,334 $1.4M
WealthTrust Axiom LLC 0.37% Add +0.3% 2,330 $1.4M
Gilliland Jeter Wealth Management LLC 0.43% Add +7.7% 2,328 $1.4M
Register Financial Advisors LLC 0.55% Add +42.1% 2,328 $1.4M
Alliance Wealth Management Group 0.31% Add +31.3% 2,326 $1.4M
Towercrest Capital Management 0.22% Add +31.3% 2,326 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.11% Add +4.1% 2,323 $1.4M
Werba Rubin Papier Wealth Management 0.23% Reduce -2.1% 2,323 $1.4M
Granger Management LLC 0.41% No change 2,319 $1.4M
BOK Financial Private Wealth, Inc. 0.09% Add +14.3% 2,317 $1.4M
S.A. Mason LLC 0.61% Add +0.9% 2,312 $1.4M
Catalyst Private Wealth, LLC 0.61% Add +16.1% 2,310 $1.4M
Confluence Wealth Services, Inc. 0.07% Reduce -1.7% 2,301 $1.4M
Accretive Wealth Partners, LLC 0.42% Add +0.7% 2,297 $1.4M
Mascoma Wealth Management LLC 0.30% Reduce -7.0% 2,287 $1.4M
Walkner Condon Financial Advisors LLC 0.22% Reduce -11.6% 2,284 $1.4M
Pamplona Capital Management, LLC 0.18% No change 2,284 $1.4M
Mann Financial Group, Inc. 1.35% — 2,274 $1.4M
Legacy PCG, LLC 0.82% Reduce -4.9% 2,274 $1.4M
StoneCrest Wealth Management, Inc. 0.60% Reduce -4.6% 2,265 $1.4M
Violich Capital Management, Inc. 0.16% New 2,262 $1.4M
Nemes Rush Group LLC 0.13% Add +0.8% 2,259 $1.4M
Q3 Asset Management 0.46% Reduce -80.7% 2,258 $1.4M
Crumly & Associates Inc. 0.30% Add +68.0% 2,254 $1.4M
Heck Capital Advisors, LLC 0.10% No change 2,250 $1.4M
Community Bank, N.A. 0.16% No change 2,246 $1.3M
Wealth Dimensions Group, Ltd. 0.28% Add +0.4% 2,245 $1.3M
Tanager Wealth Management LLP 0.14% Add +8.5% 2,243 $1.3M
Key Financial Inc 0.25% Add +9.9% 2,224 $1.3M
Am Investment Strategies LLC 0.29% Add +0.0% 2,225 $1.3M
Consolidated Capital Management, LLC 0.47% Reduce -9.9% 2,225 $1.3M
D.B. Root & Company, LLC 0.34% Add +10.1% 2,220 $1.3M
4WEALTH Advisors, Inc. 1.23% Add +4.7% 2,219 $1.3M
RB Capital Management, LLC 0.29% Reduce -0.1% 2,219 $1.3M
Sulzberger Capital Advisors, Inc. 1.49% No change 2,218 $1.3M
Northstar Group, Inc. 0.20% Reduce -1.1% 2,204 $1.3M
Fragasso Financial Advisors Inc 0.08% Add +2.2% 2,189 $1.3M
James Investment Research, Inc. 0.14% Reduce -0.3% 2,197 $1.3M
Aviso Financial Inc. 0.05% Add +3.6% 2,196 $1.3M
Foronjy Financial LLC 0.58% Reduce -6.6% 2,191 $1.3M
Ipsen Advisor Group LLC 0.95% Reduce -3.1% 2,191 $1.3M
Drake & Associates, LLC 0.28% Add +9.2% 2,107 $1.3M
Great Diamond Partners, LLC 0.25% Add +0.1% 2,183 $1.3M
Threadgill Financial, LLC 0.63% Add +1.4% 2,180 $1.3M
Mascagni Wealth Management, Inc. 1.01% Add +6.0% 2,175 $1.3M
Milestones Private Investment Advisors LLC 0.89% No change 2,169 $1.3M
First Merchants Corp. 0.05% Add +11.0% 2,167 $1.3M
ArchPoint Investors 0.36% No change 2,164 $1.3M
Charter Research & Investment Group, Inc. 0.90% Add +3.9% 2,165 $1.3M
Reliant Investment Partners, LLC 1.01% Add +0.2% 2,146 $1.3M
Ruggaard & Associates LLC 0.48% Reduce -0.1% 2,154 $1.3M
Redmont Wealth Advisors LLC 1.80% Reduce -1.8% 2,154 $1.3M
NDWM LLC 0.88% No change 2,151 $1.3M
Diversified Investment Strategies, LLC 0.84% No change 2,147 $1.3M
Sheridan Capital Management, LLC 0.68% Reduce -18.6% 2,145 $1.3M
Sollinda Capital Management LLC 0.35% Add +183.8% 2,143 $1.3M
REDW Wealth LLC 0.49% Reduce -8.5% 2,139 $1.3M
Merrion Investment Management Co, LLC 0.74% No change 2,136 $1.3M
Tradewinds Capital Management, LLC 0.29% Add +0.2% 2,135 $1.3M
Park National Corp. 0.04% Reduce -1.0% 2,134 $1.3M
Maple Capital Management, Inc. 0.08% Reduce -6.7% 2,133 $1.3M
Payne Capital Management, LLC 0.41% No change 2,127 $1.3M
ETF Store, Inc. 1.35% Add +0.4% 2,127 $1.3M
Seelaus Asset Management LLC 1.03% Reduce -5.4% 2,119 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.62% Add +4.5% 2,117 $1.3M
Sittner & Nelson, LLC 0.46% No change 2,117 $1.3M
Arkos Global Advisors 0.16% Add +0.5% 2,104 $1.3M
IRON Financial LLC 0.60% No change 2,095 $1.3M
Wise Wealth Partners 1.92% Add +1.8% 2,091 $1.3M
Permanent Capital Management, LP 0.23% — 2,083 $1.3M
Miller Investment Management, LP 0.13% No change 2,084 $1.3M
Grant Private Wealth Management Inc 0.77% Add +37.7% 2,084 $1.3M
Sterling Financial Group, Inc. 0.40% No change 2,079 $1.2M
JGP Wealth Management, LLC 0.14% Add +28.7% 2,060 $1.2M
IMA Advisory Services, Inc. 0.13% Add +33.5% 3,034 $1.2M
Portside Wealth Group, LLC 0.17% Reduce -2.1% 2,072 $1.2M
Vista Capital Partners, Inc. 0.13% Reduce -8.2% 2,072 $1.2M
Argentarii, LLC 0.50% Reduce -3.4% 2,072 $1.2M
Baxter Bros Inc. 0.14% Reduce -0.1% 2,066 $1.2M
Montis Financial, LLC 0.28% Add +57.3% 2,059 $1.2M
Darden Wealth Group Inc 0.64% Add +5.8% 2,050 $1.2M
Schear Investment Advisers, LLC 0.55% Add +0.4% 2,049 $1.2M
Quotient Wealth Partners, LLC 0.03% Add +12.6% 2,042 $1.2M
Park Edge Advisors, LLC 0.28% Add +28.5% 2,040 $1.2M
Howard Wealth Management, LLC 0.56% Reduce -0.1% 2,037 $1.2M
Roble, Belko & Company, Inc 0.17% No change 2,037 $1.2M
Manchester Financial Inc. 0.24% Add +0.1% 2,033 $1.2M
Richardson Capital Management LLC 0.58% Reduce -1.2% 2,019 $1.2M
Rialto Wealth Management, LLC 0.31% Reduce -3.5% 2,016 $1.2M
Wilkins Miller Wealth Management, LLC 0.75% Add +0.1% 2,010 $1.2M
Leeward Financial Partners, LLC 0.34% Add +0.3% 2,009 $1.2M
Clarus Group, Inc. 0.42% No change 2,005 $1.2M
AMJ Financial Wealth Management 0.29% Reduce -5.8% 2,002 $1.2M
Wealthgarden F.S. LLC 0.86% Add +0.4% 1,963 $1.2M
L & S Advisors Inc 0.13% Reduce -95.3% 1,990 $1.2M
Moulton Wealth Management, Inc. 0.87% Add +19.0% 1,989 $1.2M
Highview Capital Management LLC 0.44% Add +5.9% 1,988 $1.2M
Correct Capital Wealth Management 0.22% No change 1,977 $1.2M
McHugh Group, LLC 0.72% No change 1,976 $1.2M
L.M. Kohn & Company 1.42% Reduce -78.6% 1,966 $1.2M
Wealthedge Investment Advisors, LLC 0.45% Add +4.4% 1,961 $1.2M
Virtue Asset Management LLC 0.99% — 1,952 $1.2M
Pacific Point Advisors, LLC 0.68% Add +9.7% 1,951 $1.2M
Sincerus Advisory, LLC 1.00% Add +0.1% 1,951 $1.2M
Lowe Brockenbrough & Co. Inc. 0.06% Add +402.3% 1,949 $1.2M
Axis Wealth Partners, LLC 0.68% Add +0.1% 1,948 $1.2M
FMB Wealth Management 0.50% No change 1,947 $1.2M
Delta Accumulation, LLC 6.59% Add +0.1% 2,395 $1.2M
Sonata Capital Group Inc. 0.43% No change 1,946 $1.2M
Penbrook Management LLC 0.82% No change 1,945 $1.2M
Angeles Wealth Management, LLC 0.07% Add +0.1% 1,942 $1.2M
Ellsworth Advisors, LLC 0.25% New 1,936 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.25% Reduce -10.9% 1,942 $1.2M
Landmark Wealth Management, LLC 0.46% Reduce -0.3% 1,940 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.67% Reduce -0.8% 1,936 $1.2M
Novem Group 0.14% Reduce -1.5% 1,935 $1.2M
Factor Wealth Management LTD 0.29% Add +14.1% 1,932 $1.2M
Silver Oak Wealth Advisors Services, LLC 0.76% No change 1,930 $1.2M
Burk Holdings LLC 0.62% New 1,924 $1.2M
Hengehold Capital Management LLC 0.10% Add +2.3% 1,924 $1.2M
Cornerstone Capital, Inc. 0.11% Reduce -1.0% 1,922 $1.2M
Cahaba Wealth Management, Inc. 0.08% Add +4.3% 1,921 $1.2M
Meritage Portfolio Management 0.08% No change 1,921 $1.2M
Conscious Wealth Investments, LLC 0.68% New 1,832 $1.2M
Horst & Graben Wealth Management LLC 0.18% Reduce -0.6% 1,918 $1.2M
Condor Capital Management 0.09% Add +0.1% 1,915 $1.1M
Discipline Wealth Solutions, LLC 0.30% Add +9.3% 1,894 $1.1M
Partners Wealth Management, LLC 1.12% Reduce -5.3% 1,893 $1.1M
Atlas Legacy Advisors, LLC 0.22% Reduce -0.5% 1,892 $1.1M
Smart Money Group LLC 0.33% Reduce -16.0% 1,884 $1.1M
Philip James Wealth Mangement, LLC 0.14% Reduce -13.9% 1,879 $1.1M
Blackhawk Capital Partners, LLC 0.44% Add +9.1% 1,878 $1.1M
Icon Wealth Advisors, LLC 0.08% Reduce -23.1% 1,878 $1.1M
Tred Avon Family Wealth, LLC 0.39% — 1,878 $1.1M
Baer Investment Advisory LLC 1.41% New 1,877 $1.1M
MinichMacGregor Wealth Management, LLC 0.22% Reduce -4.2% 1,873 $1.1M
Stephen J. Garry & Associates, LLC 0.90% Add +38.2% 1,873 $1.1M
Allegheny Financial Group 0.21% Reduce -0.5% 1,872 $1.1M
Arlington Trust Co LLC 0.20% Add +4.8% 1,870 $1.1M
Maia Wealth LLC 0.19% Reduce -9.4% 1,801 $1.1M
Sentinel Pension Advisors, LLC 0.18% Reduce -36.5% 1,870 $1.1M
Lumbard & Kellner, LLC 0.41% No change 1,865 $1.1M
Inspirion Wealth Advisors, LLC 0.16% Add +10.8% 2,294 $1.1M
Heritage Trust Co 0.12% No change 1,864 $1.1M
Ceera Investments, LLC 0.35% Add +27.4% 1,862 $1.1M
ARS Wealth Advisors Group, LLC 0.11% Reduce -0.2% 1,859 $1.1M
Guardian Asset Advisors, LLC 0.60% Reduce -11.2% 1,856 $1.1M
Elevatus Welath Management 0.32% Reduce -0.1% 1,856 $1.1M
Monetary Management Group Inc. 0.26% No change 1,850 $1.1M
Kirtland Hills Capital Management, LLC 0.44% Add +80.0% 1,849 $1.1M
Patton Albertson Miller Group, LLC 0.13% Add +2.4% 1,844 $1.1M
Curated Wealth Partners LLC 0.13% Reduce -1.3% 1,839 $1.1M
Chesapeake Asset Management LLC 0.98% Add +0.1% 1,836 $1.1M
ICW Investment Advisors LLC 0.40% Add +2.3% 1,837 $1.1M
Enclave Advisors LLC 0.17% Add +0.9% 1,831 $1.1M
Charter Oak Capital Management, LLC 0.09% Add +3.1% 1,831 $1.1M
Marquette Asset Management, LLC 0.17% No change 1,826 $1.1M
PMG Family Office LLC 1.22% — 1,825 $1.1M
Sterling Investment Counsel, LLC 0.35% New 1,817 $1.1M
PAX Financial Group, LLC 0.20% Reduce -1.4% 1,816 $1.1M
LCNB Corp. 0.38% Reduce -7.5% 1,813 $1.1M
Snider Financial Group 0.30% Reduce -1.6% 1,811 $1.1M
Trustco Bank Corp. N Y 0.98% Add +2.8% 1,808 $1.1M
Colonial Trust Co / SC 0.15% Add +0.3% 1,808 $1.1M
Sivia Capital Partners, LLC 0.31% Add +3.0% 1,807 $1.1M
Peak Retirement Planning, Inc. 0.30% Add +67.3% 1,802 $1.1M
PDS Planning, Inc 0.07% Reduce -5.3% 1,799 $1.1M
Autumn Glory Partners, LLC 0.44% Add +57.2% 1,798 $1.1M
5T Wealth, LLC 0.47% Add +22.4% 1,797 $1.1M
Arvest Bank Trust Division 0.06% Add +3.7% 1,796 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -1.2% 1,794 $1.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.10% Reduce -3.2% 1,790 $1.1M
HFG Wealth Management, LLC 0.58% Add +0.2% 1,789 $1.1M
Seneschal Advisors, LLC 0.78% Reduce -1.9% 1,784 $1.1M
Center for Financial Planning, Inc. 0.11% Add +14.4% 1,784 $1.1M
Traphagen Investment Advisors LLC 0.09% Add +17.5% 1,779 $1.1M
Dunhill Financial, LLC 0.36% Reduce -1.0% 1,777 $1.1M
Compass Ion Advisors, LLC 0.10% No change 1,772 $1.1M
Rockland Trust Co. 0.04% Add +5.2% 1,772 $1.1M
McDonough Capital Management, Inc 0.54% No change 1,772 $1.1M
Index Fund Advisors, Inc. 0.05% Add +2.5% 1,770 $1.1M
Great Lakes Retirement, Inc. 0.12% Add +24.4% 1,769 $1.1M
Semitam Bonam LLC 0.95% Add +2.9% 1,767 $1.1M
Faithward Advisors, LLC 0.16% Reduce -37.0% 1,763 $1.1M
Midwest Financial Network, LLC 0.86% Add +178.5% 1,763 $1.1M
Country Trust Bank 0.02% No change 1,759 $1.1M
Mogy Joel R Investment Counsel Inc. 0.06% No change 1,753 $1.1M
Gen-Wealth Partners Inc 0.36% Add +1.0% 1,751 $1.1M
Duncker Streett & Co. Inc. 0.18% Reduce -0.6% 1,751 $1.1M
Guidance Point Advisors, LLC 0.26% Reduce -2.4% 1,745 $1.0M
M.E. Allison & Co., Inc. 0.73% Add +2.3% 1,748 $1.0M
Aft, Forsyth & Company, Inc. 0.50% Add +0.1% 1,742 $1.0M
Formidable Asset Management, LLC 0.16% Add +19.1% 1,890 $1.0M
Financial Sense Advisors, Inc. 0.21% Reduce -0.3% 1,731 $1.0M
LS Investment Advisors, LLC 0.15% Reduce -1.9% 1,731 $1.0M
Intellectus Partners, LLC 0.20% Reduce -0.9% 1,725 $1.0M
ZWJ Investment Counsel Inc. 0.04% Add +7.2% 1,723 $1.0M
Pathway Financial Advisers, LLC 0.30% Add +69.0% 1,783 $1.0M
Capasso Planning Partners LLC 0.64% Reduce -15.5% 1,721 $1.0M
FRG Family Wealth Advisors LLC 0.17% Reduce -2.8% 1,720 $1.0M
Jackson Square Capital, LLC 0.22% Reduce -0.6% 1,715 $1.0M
Compass Advisory Group LLC 0.29% Reduce -4.4% 1,712 $1.0M
Rockingstone Advisors LLC 0.51% Reduce -2.3% 1,710 $1.0M
Foster Dykema Cabot & Partners, LLC 0.07% Add +5.2% 1,708 $1.0M
Laffer Tengler Investments, Inc. 0.19% Reduce -5.4% 1,707 $1.0M
Aerodigm Wealth, LLC 0.43% Add +16.7% 1,695 $1.0M
Bennett Selby Investments LP 0.34% No change 1,703 $1.0M
Willow Creek Wealth Management Inc. 0.08% Add +44.3% 1,701 $1.0M
Cornerstone Financial Group, LLC 0.79% Reduce -1.0% 1,700 $1.0M
Northside Capital Management, LLC 0.09% No change 1,700 $1.0M
Cannon Wealth Management Services, LLC 0.77% Reduce -1.1% 1,699 $1.0M
Nelson Capital Management, LLC 0.12% Add +0.1% 1,698 $1.0M
GDS Wealth Management 0.07% Add +11.2% 1,697 $1.0M
Whalerock Point Partners, LLC 0.21% No change 1,696 $1.0M
SFG Wealth Management, LLC. 0.44% New 1,694 $1.0M
Godsey & Gibb, Inc. 0.09% Reduce -0.6% 1,694 $1.0M
Wealth Alliance, LLC 0.10% Add +2.1% 1,694 $1.0M
William Howard & Co Financial Advisors Inc 0.86% Add +0.1% 1,692 $1.0M
Ledyard National Bank 0.09% Add +10.3% 1,687 $1.0M
Wilson & Boucher Capital Management, LLC 0.66% Reduce -11.6% 1,678 $1.0M
Summa Corp. 0.44% Reduce -10.8% 1,676 $1.0M
Moseley Investment Management Inc. 0.31% Add +2.6% 1,675 $1.0M
Carret Asset Management, LLC 0.10% No change 1,671 $1.0M
Firestone Capital Management 0.22% Add +13.4% 1,665 $1000K
Swisher Financial Concepts, Inc. 0.60% Reduce -9.0% 1,660 $997K
Genesis Wealth Advisors, LLC 0.70% Reduce -1.2% 1,659 $996K
Palacios Wealth Management, LLC 0.66% Add +7.2% 1,659 $996K
Wetzel Investment Advisors, Inc. 0.43% No change 1,656 $995K
Financial Synergies Wealth Advisors, Inc. 0.10% Add +1.7% 1,656 $994K
Cullinan Associates Inc. 0.06% Add +75.6% 1,656 $994K
Archvest Wealth Advisors, Inc. 0.89% Reduce -7.8% 1,655 $994K
Deltec Asset Management LLC 0.16% No change 1,651 $991K
Brown, Lisle/Cummings, Inc. 0.25% No change 1,649 $990K
Griffith & Werner, Inc. 0.51% — 1,588 $990K
FSB Premier Wealth Management, Inc. 0.32% Add +5.4% 1,640 $985K
Barnes Pettey Financial Advisors, LLC 0.54% Add +8.4% 1,636 $982K
Lazard Freres Gestion S.A.S. 0.02% Add +62.9% 1,637 $982K
Donaldson Capital Management, LLC 0.03% Reduce -0.6% 1,633 $980K
PFS Partners, LLC 0.47% Add +3.5% 1,632 $980K
Hudson Value Partners, LLC 0.31% Reduce -3.0% 1,625 $976K
Aspire Capital Advisors LLC 0.24% Reduce -0.5% 1,624 $975K
Trivant Custom Portfolio Group, LLC 0.50% No change 1,621 $973K
Pinnacle Financial Group, LLC / IL 0.29% Reduce -13.7% 1,620 $973K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Reduce -3.3% 1,621 $973K
Equita Financial Network, Inc. 0.33% Add +22.3% 1,619 $972K
Marks Group Wealth Management, Inc 0.09% Add +0.5% 1,618 $971K
O'ROURKE & COMPANY, Inc 0.40% Reduce -1.7% 1,600 $961K
Heritage Wealth Advisors 0.04% No change 1,598 $959K
Main Street Research LLC 0.05% Add +53.5% 1,595 $958K
Eastover Investment Advisors LLC 0.42% Reduce -0.8% 1,595 $958K
Salomon & Ludwin, LLC 0.09% Reduce -2.7% 1,587 $957K
Wealth Management Nebraska 0.11% Add +3.3% 1,592 $956K
Freedom Financial Partners LLC 0.36% No change 1,589 $954K
Roehl & Yi Investment Advisors, LLC 0.41% Add +5.9% 1,587 $953K
O'Neil Global Advisors, Inc. 0.18% New 1,586 $952K
Liberty Capital Management, Inc. 0.18% Add +5.9% 1,581 $949K
Mosaic Family Wealth Partners, LLC 0.11% Add +8.4% 1,573 $942K
Total Wealth Planning, LLC 0.11% Reduce -1.1% 1,563 $939K
Sprinkle Financial Consultants LLC 0.52% Add +0.1% 1,561 $938K
Everhart Financial Group, Inc. 0.09% Add +10.3% 1,559 $936K
1900 Wealth Management LLC 0.06% Add +291.5% 1,558 $936K
Cascade Wealth Advisors, Inc 0.46% Add +187.3% 1,497 $933K
Apex Wealth Management, LLC 0.67% Reduce -32.1% 1,553 $932K
C2C Wealth Management, LLC 0.80% No change 1,552 $932K
Schneider Downs Wealth Management Advisors, LP 0.11% Reduce -2.6% 1,551 $931K
Mairs & Power Inc. 0.01% Reduce -10.2% 1,546 $928K
Vaughan David Investments LLC 0.02% Add +0.4% 1,545 $928K
Beacon Financial Group 0.09% Add +1.3% 1,545 $927K
Gradient Capital Advisors, LLC 0.25% Add +40.6% 1,542 $926K
Waterfront Wealth Inc. 0.19% Reduce -5.9% 1,525 $922K
Pin Oak Investment Advisors Inc. 0.66% Add +3.3% 1,533 $922K
Cutler Investment Counsel LLC 0.10% Add +2.2% 1,533 $921K
Syon Capital LLC 0.05% Reduce -16.0% 1,525 $916K
McCollum Christoferson Group LLC 0.26% Add +17.5% 1,522 $914K
Financial & Tax Architects, LLC 0.20% Reduce -25.1% 1,521 $913K
EPG Wealth Management LLC 0.25% Reduce -3.1% 1,521 $913K
Meridian Financial Partners LLC 0.38% Reduce -9.8% 1,492 $912K
One Degree Advisors Inc 0.28% Add +6.8% 1,518 $911K
Ascent Group, LLC 0.03% Add +2.7% 1,512 $908K
Patten Group, Inc. 0.18% Reduce -3.3% 1,509 $906K
Symmetry Partners, LLC 0.10% Reduce -1.6% 1,509 $906K
Ridgepath Capital Management LLC 0.39% Add +57.2% 1,509 $906K
Scott & Selber, Inc. 0.23% No change 1,508 $905K
Marble Harbor Investment Counsel, LLC 0.09% Reduce -0.1% 1,506 $904K
Revisor Wealth Management LLC 0.31% Reduce -27.8% 1,478 $904K
Kera Capital Partners, Inc. 0.14% Add +17.0% 1,504 $903K
Athena Investment Management 0.47% Reduce -0.1% 1,503 $902K
Oarsman Capital, Inc. 0.13% Reduce -0.9% 1,503 $902K
NewSquare Capital LLC 0.06% Reduce -2.5% 1,499 $900K
Bill Few Associates, Inc. 0.23% No change 1,499 $900K
SC&H Financial Advisors, Inc. 0.15% Add +10.9% 1,498 $899K
Mattson Financial Services, LLC 0.21% Add +133.8% 1,496 $898K
Chesley Taft & Associates LLC 0.04% Add +1.4% 1,491 $895K
Whipplewood Advisors, LLC 0.59% Reduce -3.6% 1,484 $891K
ZynergyRetirementPlanningLLC 0.56% No change 1,480 $889K
Tamar Securities, LLC 0.10% Add +2.4% 1,473 $885K
Synergy Financial Group, LTD 0.60% Reduce -11.1% 1,473 $884K
Ewa, LLC 0.24% Reduce -6.2% 1,472 $884K
Precedent Wealth Partners, LLC 0.19% Reduce -1.3% 1,471 $883K
Old North State Trust, LLC 0.54% Add +2.9% 1,471 $883K
Thrive Wealth Management, LLC 0.13% Add +3.5% 1,469 $882K
Parkshore Wealth Management, Inc. 0.36% No change 1,468 $881K
Zevin Asset Management LLC 0.13% Add +126.0% 1,467 $881K
Providence First Trust Co 0.30% Reduce -79.4% 1,458 $875K
Capital Wealth Management, LLC 0.30% Reduce -4.3% 1,455 $874K
WESPAC Advisors SoCal, LLC 0.18% Add +2.8% 1,455 $874K
Matrix Asset Advisors Inc. 0.08% Add +5.9% 1,452 $872K
Optimum Investment Advisors 0.34% Reduce -2.9% 1,446 $868K
Future Fund LLC 0.31% No change 1,441 $865K
DRW Securities, LLC 0.04% Reduce -87.6% 1,434 $860K
Kavar Capital Partners Group, LLC 0.11% Add +38.8% 1,432 $860K
Fortitude Financial, LLC 0.71% Reduce -1.2% 22,825 $859K
Peninsula Asset Management Inc. 0.44% Reduce -1.1% 1,430 $859K
Bramshill Investments, LLC 0.06% Reduce -80.0% 1,430 $859K
Shufro Rose & Co. LLC 0.07% No change 1,826 $856K
W1M Investment Management Ltd 0.01% No change 1,422 $854K
MassMutual Private Wealth & Trust, FSB 0.02% Add +1.2% 1,421 $853K
Future Financial Wealth Managment LLC 0.54% Reduce -2.1% 1,421 $853K
Parr McKnight Wealth Management Group, LLC 0.11% No change 1,420 $853K
Cura Wealth Advisors, LLC 0.33% Add +0.6% 1,419 $852K
NBT Bank, N.A. 0.06% Add +597.1% 1,959 $850K
FWG Investments, LLC. 0.58% Add +22.2% 1,415 $850K
Up Strategic Wealth Investment Advisors LLC 0.64% No change 1,408 $848K
Walled Lake Planning & Wealth Management, LLC 0.28% Add +107.2% 1,411 $847K
Ssa Swiss Advisors AG 0.39% Reduce -12.4% 1,413 $847K
Garrison Point Advisors, LLC 0.36% Reduce -11.5% 1,410 $847K
Emerald Advisors, LLC 0.11% No change 1,410 $846K
Signature Wealth Management Partners, LLC 0.44% No change 1,409 $846K
Strategic Financial Partners, Ltd. 0.39% Reduce -8.7% 1,406 $844K
Hills Bank & Trust Co 0.05% Add +239.1% 1,404 $843K
United Bank 0.29% No change 1,403 $842K
GAM Holding AG 0.05% New 1,400 $841K
Hoffman, Alan N Investment Management 0.37% No change 1,397 $839K
Addison Advisors LLC 0.19% No change 1,396 $838K
Inman Jager Wealth Management, LLC 0.53% Reduce -0.8% 1,395 $838K
Truepoint, Inc. 0.02% Reduce -0.6% 1,394 $837K
Hamilton Point Investment Advisors, LLC 0.13% No change 1,391 $836K
Canandaigua National Trust Co of Florida 0.66% Reduce -0.7% 1,389 $834K
KFA Private Wealth Group, LLC 0.24% Reduce -2.8% 1,384 $831K
Total Investment Management Inc. 0.11% Reduce -10.9% 1,384 $831K
Durante & Waters, LLC 0.61% No change 1,380 $829K
Fagan Associates, Inc. 0.11% Add +9.6% 1,380 $829K
American Institute for Advanced Investment Management, LLP 0.54% Add +5.3% 1,379 $828K
Fusion Capital, LLC 0.24% Reduce -1.4% 1,314 $827K
Wealth Alliance Advisory Group, LLC 0.15% Add +2.4% 1,376 $826K
HT Partners LLC 0.25% Reduce -61.8% 1,374 $825K
Abbot Financial Management, Inc. 0.35% Reduce -1.6% 1,373 $824K
MTM Investment Management, LLC 0.26% Add +5.3% 1,371 $823K
Trust Co of Kansas 0.39% Reduce -6.1% 1,370 $823K
Excalibur Management Corp. 0.30% Add +0.1% 1,367 $820K
McLean Asset Management Corp 0.17% Add +0.1% 1,350 $820K
Lantz Financial LLC 0.18% Add +55.9% 1,366 $820K
GoalVest Advisory LLC 0.17% Add +27.4% 1,366 $820K
Johnson Wealth Management, LLC 0.45% — 1,361 $817K
RAM Investment Partners, LLC 0.15% Reduce -3.7% 1,361 $817K
Northstar Financial Companies, Inc. 0.76% Add +6.9% 1,361 $817K
St Germain D J Co. Inc. 0.03% Add +7.4% 1,360 $816K
Souders Financial Advisors 0.10% Reduce -14.9% 1,353 $812K
RHS Financial, LLC 0.42% Add +19.9% 1,352 $811K
Gainplan LLC 0.34% Reduce -98.1% 1,351 $811K
Sugar Maple Asset Management, LLC 0.58% Add +58.8% 1,350 $811K
Nautilus Advisors LLC 0.54% Reduce -0.3% 1,348 $809K
Paragon Private Wealth Management, LLC 0.27% Reduce -10.4% 1,347 $809K
Abacus Wealth Partners, LLC 0.12% No change 1,347 $809K
Stone Summit Wealth LLC 0.23% Add +2.2% 1,345 $807K
Sweeney & Michel, LLC 0.27% Add +0.1% 1,369 $807K
InTrack Investment Management Inc 0.48% Add +21.6% 1,344 $807K
Opal Wealth Advisors, LLC 0.22% Reduce -3.7% 1,343 $806K
Waller Financial Planning Group, Inc. 0.18% Reduce -11.1% 1,342 $806K
Global View Capital Management LLC 0.17% Add +36.2% 1,340 $804K
SK Wealth Management, LLC 0.30% New 1,316 $803K
Wellington Shields Capital Management, LLC 0.12% Add +0.5% 1,337 $803K
Concord Asset Management, LLC 0.15% Reduce -59.9% 1,337 $803K
Opes Wealth Management LLC 0.14% Reduce -1.3% 1,336 $802K
Wulff, Hansen & Co. 0.69% Reduce -10.1% 1,335 $801K
Occidental Asset Management, LLC 0.10% Add +8.5% 1,334 $801K
Sage Financial Group Inc. 0.05% Add +1.4% 1,332 $800K
Ranch Capital Advisors Inc. 0.31% Reduce -12.2% 1,328 $798K
Oak Wealth Advisors LLC 0.46% No change 1,327 $797K
Tilia Fiduciary Partners, Inc. 0.46% Reduce -2.1% 1,327 $797K
KW Wealth Management LLC 1.36% — 1,326 $796K
Variant Private Wealth, LLC 0.74% Add +0.1% 1,326 $796K
Legacy Solutions, LLC 0.72% Reduce -2.4% 1,325 $796K
Resolute Wealth Strategies, LLC 0.36% Reduce -5.0% 1,325 $795K
Bragg Financial Advisors, Inc 0.03% Add +7.7% 1,320 $792K
4J Wealth Management LLC 0.47% No change 1,320 $792K
Natural Investments, LLC 0.20% No change 1,319 $792K
Biltmore Family Office, LLC 0.11% Reduce -5.9% 1,315 $790K
Diligent Investors, LLC 0.20% Reduce -0.4% 1,317 $790K
D L Carlson Investment Group Inc. 0.13% Add +0.1% 1,316 $790K
Oldfather Financial Services, LLC 0.25% Add +0.1% 1,315 $789K
Libra Wealth LLC 0.24% Add +11.8% 1,310 $786K
Clarity Capital Advisors, LLC 0.43% No change 1,309 $786K
Nvwm, LLC 0.18% Add +2.7% 1,308 $785K
Sunesis Advisors, LLC 0.37% — 1,306 $784K
Elevation Wealth Partners, LLC 0.28% Add +85.6% 1,305 $783K
Debussy Capital Management LP 0.11% Add +6.7% 1,301 $781K
LRI Investments, LLC 0.06% No change 1,299 $780K
Dodds Wealth, LLC 0.19% Reduce -1.4% 1,298 $779K
Dynamic Financial Group 0.67% Reduce -2.2% 1,294 $777K
Legacy Trust 0.15% No change 1,292 $776K
Towerpoint Wealth, LLC 0.32% Add +13.8% 1,288 $773K
TLWM 0.14% Reduce -0.8% 1,286 $772K
Burns Matteson Capital Management, LLC 0.32% Add +3.7% 1,283 $770K
Legacy Capital Wealth Partners, LLC 0.17% Add +6.8% 1,282 $770K
Pennsylvania Capital Management Inc. 0.22% No change 1,279 $768K
JNBA Financial Advisors 0.07% Reduce -0.8% 1,279 $768K
New Millennium Group LLC 0.35% Reduce -23.1% 1,278 $767K
Stratos Investment Management, LLC 0.03% Add +5.2% 1,278 $767K
Cambridge Capital Management, LLC 0.37% Add +0.1% 1,272 $764K
First Financial Bankshares Inc 0.02% Add +31.5% 1,268 $761K
Sharkey, Howes & Javer 0.10% Reduce -6.2% 1,267 $760K
Essex LLC 0.14% Add +0.1% 1,266 $760K
M. Kulyk & Associates, LLC 0.15% No change 1,265 $759K
Trinity Legacy Partners, LLC 0.17% Add +0.3% 1,207 $759K
Bell Investment Advisors, Inc 0.12% Reduce -5.3% 1,261 $757K
Barr E S & Co. 0.04% Reduce -1.9% 1,260 $756K
Basso Capital Management, L.P. 0.51% No change 1,257 $755K
Client 1ST Advisory Group, LLC 0.25% Add +2.1% 1,250 $750K
Choice Wealth Advisors LLC 0.32% No change 1,248 $749K
TCV Trust & Wealth Management, Inc. 0.06% Add +1.4% 1,246 $748K
Noesis Capital Mangement Corp. 0.12% Add +2.4% 1,245 $747K
M Wealth Management, LLC 0.66% No change 1,244 $747K
Verum Partners LLC 0.16% Add +18.9% 1,243 $747K
Cobblestone Capital Advisors LLC 0.04% Reduce -2.2% 1,243 $746K
Disciplined Investors, L.L.C. 0.53% Add +60.5% 1,239 $744K
Godshalk Welsh Capital Management, Inc. 0.43% Reduce -3.9% 1,235 $741K
Peoples Bank 0.46% Reduce -1.6% 1,234 $741K
IAG Wealth Partners, LLC 0.09% Reduce -4.4% 1,230 $738K
Hartford Financial Management Inc. 0.20% Add +1.5% 1,229 $738K
Johnson & White Wealth Management, LLC 0.34% Reduce -0.1% 1,226 $736K
J. Goldman & Co LP 0.03% Reduce -91.1% 1,225 $735K
Quantum Financial Planning Services, Inc. 0.30% Add +0.1% 1,223 $734K
Seek First Inc. 0.53% Add +4.6% 1,221 $733K
von Borstel & Associates, Inc. 0.11% Add +78.3% 1,173 $730K
WASHINGTON TRUST Co 0.02% Add +36.5% 1,211 $727K
DGS Capital Management, LLC 0.13% Reduce -9.4% 1,210 $727K
WPWealth LLP 0.12% Reduce -17.6% 1,207 $725K
Valley Forge Investment Consultants Inc. Adv 0.21% Reduce -38.6% 1,205 $723K
BOS Asset Management, LLC 0.20% No change 1,202 $722K
JDM Financial Group LLC 0.30% Reduce -50.0% 1,201 $721K
Corsicana & Co. 0.40% — 1,200 $720K
DiNuzzo Private Wealth, Inc. 0.08% Reduce -2.5% 1,262 $720K
Valley Wealth Managers, Inc. 0.05% Reduce -0.9% 1,199 $720K
Crux Wealth Advisors 0.28% Add +8.7% 1,197 $718K
ZEGA Investments, LLC 0.16% Add +18.9% 1,193 $716K
Rather & Kittrell, Inc. 0.13% New 1,189 $714K
SFI Advisors, LLC 0.45% New 1,188 $713K
Zullo Investment Group, Inc. 0.26% Add +0.2% 1,181 $709K
Rice Partnership, LLC 0.10% No change 1,180 $708K
BetterWealth, LLC 0.17% Add +123.0% 1,173 $704K
Strategic Planning Group, LLC 0.10% Add +0.1% 1,172 $704K
Centerpoint Advisory Group 0.55% Reduce -7.0% 1,172 $704K
Summit Financial Strategies, Inc. 0.06% Add +7.0% 1,171 $703K
White Pine Capital LLC 0.20% Reduce -0.1% 1,171 $703K
Oak Harvest Investment Services 0.08% No change 1,170 $702K
Childress Capital Advisors, LLC 0.13% No change 1,168 $701K
Orser Capital Management, LLC 0.37% New 1,165 $699K
Carrera Capital Advisors 0.13% Add +1.2% 1,162 $698K
Permanens Capital L.P. 0.10% Add +21.9% 1,158 $696K
Pacific Sage Partners, LLC 0.12% No change 1,159 $696K
Moody National Bank Trust Division 0.06% Add +44.9% 1,159 $696K
Rockbridge Investment Management, LCC 0.07% Add +16.1% 1,157 $695K
Asset Planning Services Inc. /La/ 0.29% Add +19.7% 1,155 $694K
Brogan Financial, Inc. 0.30% Reduce -11.4% 1,156 $694K
Catalyst Financial Partners LLC 0.08% No change 1,153 $692K
Northeast Planning Associates, Inc. / NH / 0.59% No change 1,153 $692K
LPWM LLC 0.18% Add +1.0% 1,153 $692K
United Community Bank 0.21% Add +183.7% 1,152 $692K
DDFG, Inc 0.16% Reduce -0.4% 1,150 $690K
WestHill Financial Advisors, Inc. 0.14% No change 1,148 $689K
Gibson Capital, LLC 0.13% Add +17.6% 1,148 $689K
First National Advisers, LLC 0.09% No change 1,146 $688K
GeoWealth Management, LLC 0.03% Reduce -68.2% 1,143 $686K
HTG Investment Advisors, Inc. 0.23% Add +13.3% 1,140 $684K
Claris Financial LLC 0.39% Add +166.3% 1,137 $683K
Kathmere Capital Management, LLC 0.05% Add +105.8% 1,136 $682K
Brasada Capital Management, LP 0.12% No change 1,124 $681K
ABLE Financial Group, LLC 0.15% Reduce -0.4% 1,131 $679K
BCU Wealth Advisors, LLC 0.27% Add +0.1% 1,131 $679K
DDD Partners, LLC 0.04% Add +0.8% 1,126 $676K
BankPlus Wealth Management LLC 0.40% Add +2.0% 1,126 $676K
Cowa, LLC 0.24% New 1,126 $676K
MADDEN SECURITIES Corp 0.21% No change 1,124 $675K
Capital Advantage, Inc. 0.10% Reduce -3.2% 1,119 $672K
Community Financial Services Group, LLC 0.12% No change 1,117 $671K
Integras Partners LLC 0.54% Reduce -3.8% 1,115 $669K
Pitti Group Wealth Management, LLC 0.57% Reduce -15.4% 1,115 $669K
Harbor Asset Planning, Inc. 0.60% Add +0.3% 1,115 $669K
Investment Management Corp. /Va/ 0.57% Add +1.6% 1,110 $667K
Flynn Zito Capital Management, LLC 0.25% Add +6.7% 1,110 $667K
ORG Partners LLC 0.12% Add +2.6% 1,093 $666K
Creekside Partners 0.29% No change 1,106 $664K
Avion Wealth 0.14% Add +4.7% 1,106 $664K
Archford Capital Strategies, LLC 0.08% Add +0.9% 1,105 $663K
Park Place Capital Corp 0.14% Add +0.3% 1,105 $663K
Financial Advocates Investment Management 0.37% Reduce -92.8% 1,102 $662K
Agate Pass Investment Management, LLC 0.25% Reduce -4.3% 1,100 $660K
CIBC Bancorp USA Inc. 0.00% — 1,100 $660K
Capital Investment Counsel, Inc 0.08% New 1,100 $660K
J2 Capital Management Inc 0.50% Add +0.1% 1,099 $660K
RCS Financial Planning, LLC 0.29% No change 1,097 $659K
KMG Fiduciary Partners, LLC 0.04% No change 1,098 $659K
First Interstate Bank 0.04% Reduce -79.5% 1,095 $657K
Schrum Private Wealth Management LLC 0.48% Add +1.3% 1,090 $655K
Investment Research Partners LLC 0.29% — 1,027 $653K
Willis Johnson & Associates, Inc. 0.04% Reduce -0.6% 1,085 $651K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.14% No change 1,084 $651K
Baskin Financial Services Inc. 0.05% Reduce -6.2% 1,080 $648K
Prasad Wealth Partners, LLC 0.18% Reduce -20.3% 1,077 $647K
Keystone Financial Services 0.20% Add +0.1% 1,077 $646K
Brady Family Wealth, LLC 0.20% Add +1.0% 1,075 $646K
Holland Advisory Services, Inc. 0.89% No change 1,075 $645K
Mountain Capital Investment Advisors Inc. 0.11% Add +62.1% 1,068 $644K
Raffa Wealth Management, LLC 0.12% Reduce -3.3% 1,073 $644K
Alexander Randolph Advisory, Inc. 0.53% Reduce -13.3% 1,068 $641K
MBL Wealth, LLC 0.06% Add +159.8% 1,068 $641K
Wealthcare Capital Management LLC 0.07% Add +0.1% 1,068 $641K
Private Management Group Inc. 0.02% New 1,067 $640K
Level Financial Advisors 0.18% New 1,062 $638K
Western Pacific Wealth Management, LP 0.62% No change 1,060 $636K
Nicolet Advisory Services, LLC 0.05% Add +11.8% 1,052 $636K
Morey & Quinn Wealth Partners, LLC 0.47% Add +9.7% 1,060 $636K
Potentia Wealth 0.24% New 1,057 $635K
Gables Capital Management Inc. 0.27% No change 1,055 $633K
Clarkston Capital Partners, LLC 0.01% Add +91.4% 1,051 $631K
Elmwood Wealth Management, Inc. 0.22% New 1,051 $631K
CTC Alternative Strategies, Ltd. 1.02% No change 1,050 $630K
Vested Financial Planning, LLC 0.51% No change 1,050 $630K
Joel Adams & Associates, Inc. 0.51% No change 1,050 $630K
Guild Investment Management, Inc. 0.50% New 1,049 $630K
Heritage Investment Group, Inc. 0.10% Add +2.3% 1,049 $630K
Barlow Wealth Partners, LLC 0.07% Add +10.2% 1,040 $630K
Grey Fox Wealth Advisors, LLC 0.13% Reduce -10.1% 1,047 $629K
Kennedy Investment Group, Inc. 0.25% Add +0.3% 1,046 $628K
Garrett Wealth Advisory Group, LLC 0.12% No change 1,046 $628K
Goepper Burkhardt LLC 0.21% No change 1,043 $626K
Strategic Investment Advisors / MI 0.06% Add +11.0% 1,039 $624K
Independent Family Office, LLC 0.26% No change 1,039 $624K
IFC Advisors LLC 0.11% Add +15.2% 1,037 $623K
JARISLOWSKY, FRASER Ltd 0.00% New 1,035 $621K
Sageworth Trust Co 0.03% No change 1,034 $621K
Chapman Financial Group, LLC 0.43% Reduce -2.8% 1,030 $619K
Acute Investment Advisory, LLC 5.19% Reduce -20.1% 1,029 $618K
Turtle Creek Wealth Advisors, LLC 0.06% Add +94.0% 1,028 $617K
Lodestone Wealth Management LLC 0.28% No change 1,027 $617K
High Net Worth Advisory Group LLC 0.15% Add +19.3% 1,026 $616K
Drive Wealth Management, LLC 0.13% Reduce -6.2% 1,024 $615K
Constant Guidance Financial LLC 0.49% Reduce -5.5% 1,023 $614K
Solutions 4 Wealth, Ltd 0.95% Add +23.7% 1,022 $614K
Hartmann Taylor Wealth Management, LLC 0.44% Add +8.5% 1,022 $614K
2UniFi Bank 0.31% Add +0.3% 1,022 $614K
Shilanski & Associates, Inc. 0.16% Add +0.1% 1,020 $612K
WJ Financial Advisors LLC 0.59% — 1,017 $611K
Hickory Point Bank & Trust 0.46% No change 1,014 $609K
Westshore Wealth, LLC 0.21% Reduce -0.3% 1,013 $608K
Collar Capital Management, LLC 0.43% Reduce -4.0% 1,012 $608K
Highland Capital Management, LLC 0.03% Add +2.2% 1,011 $607K
Wealthstream Advisors, Inc. 0.09% Add +0.7% 1,011 $607K
Sara-Bay Financial 0.17% Add +10.7% 1,011 $607K
AIMZ Investment Advisors, LLC 0.19% No change 1,010 $606K
Red Tortoise LLC 0.27% Add +959.0% 1,006 $604K
SJS Investment Consulting Inc. 0.08% Add +254.6% 1,000 $601K
Gruss & Co., LLC 1.56% No change 1,000 $600K
Headland Capital, LLC 0.17% Add +20.2% 999 $600K
Quest Investment Management LLC 0.06% Reduce -1.5% 996 $598K
Mma Asset Management LLC 0.20% Reduce -41.5% 996 $598K
Whitener Capital Management, Inc. 0.14% Reduce -6.2% 996 $598K
Gibbs Wealth Management 0.13% Reduce -42.9% 990 $594K
Friday Financial 0.25% Reduce -1.2% 990 $594K
Adapt Wealth Advisors, LLC 0.22% Add +57.4% 987 $593K
Hobart Private Capital, LLC 0.12% Add +3.7% 983 $590K
Brio Consultants, LLC 0.08% Add +0.6% 981 $589K
Consilium Wealth Advisory, LLC 0.23% Reduce -2.7% 980 $588K
Davis Capital Management 0.41% — 978 $587K
Beverly Hills Private Wealth, LLC 0.10% No change 978 $587K
One Charles Private Wealth Services, LLC 0.15% Reduce -3.8% 976 $586K
Fortune Financial Advisors, LLC 0.44% No change 976 $586K
Strategic Investment Solutions, Inc. 0.15% Add +0.7% 975 $586K
Nottingham Advisors, Inc. 0.08% Add +0.4% 975 $585K
Canopy Partners, LLC 0.20% No change 974 $585K
First Bancorp, Inc 0.31% No change 971 $583K
Koa Wealth Management, LLC 0.43% Reduce -12.9% 970 $582K
Beta Wealth Group, Inc. 0.23% Add +142.3% 969 $582K
SYM FINANCIAL Corp 0.06% Add +5.3% 968 $581K
Divergent Planning, LLC 0.15% Add +5.8% 963 $581K
Accelerate Investment Advisors LLC 0.39% Add +0.1% 964 $578K
TPG Advisors LLC 0.38% Reduce -11.2% 956 $574K
TL Private Wealth 0.23% Add +0.1% 953 $574K
Legacy Capital Group California, Inc. 0.15% Add +31.4% 955 $573K
Applied Capital LLC 0.23% Reduce -6.5% 951 $571K
Nicholson Wealth Management Group, LLC 0.33% Add +0.3% 948 $569K
Rosenberg Matthew Hamilton 0.12% No change 948 $569K
Farmers National Bank 0.13% Reduce -15.6% 947 $569K
Luminist Capital LLC 0.50% Add +213.6% 944 $568K
Aureus Asset Management, LLC 0.04% Reduce -3.9% 944 $567K
Beese Fulmer Investment Management, Inc. 0.04% Add +1.3% 943 $566K
Dentgroup LLC 0.37% No change 943 $566K
Culbertson A N & Co. Inc. 0.08% No change 937 $563K
Orcam Financial Group 0.45% Add +8.7% 934 $561K
Long Island Wealth Management, Inc. 0.27% No change 932 $560K
Worth Financial Advisory Group, LLC 0.31% Reduce -6.0% 928 $557K
Woodley Farra Manion Portfolio Management Inc. 0.03% Reduce -0.3% 926 $557K
LVZ, Inc. 0.06% Reduce -4.6% 927 $557K
Howe & Rusling Inc. 0.04% Add +28.8% 925 $555K
Heritage Wealth Management, Inc. 0.16% Reduce -4.5% 924 $555K
Cooper/Haims Advisors, LLC 0.26% Reduce -2.2% 923 $554K
FSA Advisors, Inc. 0.44% New 921 $553K
RW Investment Management LLC 0.06% No change 919 $552K
Shepherd Kaplan Krochuk, LLC 0.45% No change 919 $552K
Cape Ann Savings Bank 0.29% No change 918 $551K
Dixon Fnancial Services, Inc. 0.25% Reduce -2.5% 917 $551K
Colonial Trust Advisors 0.04% Reduce -15.2% 916 $550K
Bluesphere Advisors LLC 0.25% Reduce -5.2% 916 $550K
Trinity Financial Advisors LLC 0.16% Add +8.2% 911 $548K
AGH Wealth Advisors, LLC 0.40% Reduce -4.7% 912 $548K
Wrenne Financial Planning LLC 0.23% No change 912 $548K
Wealthcare Capital Partners, LLC 0.25% Reduce -10.5% 910 $546K
Southeast Asset Advisors, LLC 0.06% Add +8.7% 909 $546K
Avant Financial Advisors LLC 0.41% No change 909 $546K
MJP Associates Inc. 0.07% Reduce -4.1% 909 $546K
Matthew Goff Investment Advisor, LLC 0.09% No change 909 $546K
Trust Co of the South 0.09% No change 909 $546K
Boston Trust Walden Corp 0.00% Add +17.0% 909 $546K
Bryant Woods Investment Advisors, LLC 0.21% Reduce -14.3% 909 $545K
Great Waters Wealth Management 0.06% Add +13.6% 903 $542K
Landaas & Co. /Wi 0.12% No change 902 $542K
Brave Asset Management Inc. 0.13% No change 902 $542K
Baron Silver Stevens Financial Advisors, LLC 0.08% No change 900 $540K
Philadelphia Trust Co. 0.04% No change 899 $540K
Chancellor Financial Group WB LP 0.38% Add +9.1% 899 $540K
KKM Financial LLC 0.17% Reduce -83.1% 899 $540K
ICONIQ Capital, LLC 0.01% Add +0.1% 899 $540K
Windsor Capital Management, LLC 0.15% Reduce -5.6% 898 $539K
Clean Yield Group 0.15% Add +7.5% 898 $539K
Summit Wealth & Retirement Planning, Inc. 0.13% Reduce -21.5% 898 $539K
RPg Family Wealth Advisory, LLC 0.12% New 894 $537K
Stonebridge Capital Advisors LLC 0.04% Reduce -15.3% 894 $537K
BlueSky Wealth Advisors, LLC 0.07% New 892 $536K
Iowa State Bank 0.10% No change 892 $536K
BlueStem Wealth Partners, LLC 0.06% Reduce -7.8% 891 $535K
Hemington Wealth Management 0.07% No change 890 $534K
Columbus Macro, LLC 0.06% Add +5.8% 887 $533K
Farmers & Merchants Investments Inc. 0.02% Add +19.1% 885 $531K
Peak Financial Management, Inc. 0.14% Reduce -15.4% 881 $529K
Grove Bank & Trust 0.06% No change 878 $527K
First Financial Bank - Trust Division 0.04% Reduce -16.0% 877 $527K
Charter Capital Management, LLC\DE 0.28% New 877 $526K
Birch Financial Group, LLC 0.31% Reduce -6.2% 876 $526K
Prairieview Wealth Partners, LLC 0.49% Reduce -0.7% 875 $526K
Summit Financial Wealth Advisors, LLC 0.08% Add +7.7% 871 $525K
DMC Group, LLC 0.36% Reduce -3.4% 875 $525K
First Long Island Investors, LLC 0.04% No change 875 $525K
Kondo Wealth Advisors, Inc. 0.21% No change 874 $525K
Planning Alternatives Ltd. 0.07% No change 873 $524K
Smith Asset Management Co., LLC 0.45% Add +22.1% 872 $524K
Mountain Pacific Investment Advisers LLC 0.08% No change 871 $523K
Elser Financial Planning, Inc 0.63% Reduce -5.9% 863 $523K
Foster & Motley Inc. 0.03% Add +5.2% 866 $520K
Sather Financial Group Inc 0.03% Add +1.1% 866 $520K
Hopwood Financial Services, Inc. 0.35% Add +21.0% 865 $519K
Butensky & Cohen Financial Security, Inc. 0.14% Reduce -4.8% 863 $518K
Hohimer Wealth Management, LLC 0.07% Add +0.1% 862 $518K
Lakeridge Wealth Management LLC 0.23% No change 860 $516K
Teachers Insurance & Annuity Association of America 0.62% Reduce -16.8% 860 $516K
Gridiron Partners, LLC 0.29% No change 858 $515K
Stevens Capital Partners 0.15% Add +11.1% 852 $512K
Inspire Advisors, LLC 0.05% Add +5.7% 851 $511K
Provident Wealth Management, LLC 0.15% Reduce -0.7% 851 $511K
Twin Lakes Capital Management, LLC 0.24% Add +0.1% 850 $510K
Councilmark Asset Management, LLC 0.29% No change 850 $510K
Matisse Capital 0.23% Add +0.1% 849 $510K
Crown Wealth Group, LLC 0.15% Reduce -0.3% 848 $509K
Sculati Wealth Management, LLC 0.18% No change 848 $509K
Three Cord True Wealth Management, LLC 0.34% Reduce -58.8% 845 $507K
Great Point Wealth Advisors, LLC 0.10% — 845 $507K
Boston Research & Management Inc. 0.11% No change 845 $507K
Paces Ferry Wealth Advisors, LLC 0.21% No change 843 $506K
Wealth Advisors of Iowa, LLC 0.17% No change 840 $504K
Sunpointe, LLC 0.18% Add +2.8% 839 $504K
Opus Capital Group, LLC 0.06% No change 840 $504K
Optas, LLC 0.09% Add +25.5% 837 $503K
OMNI 360 Wealth, Inc. 0.28% No change 835 $501K
Pension & Wealth Management Advisors, Inc. 0.16% Reduce -2.0% 834 $501K
Miramar Capital, LLC 0.11% Reduce -5.0% 831 $499K
Abacus Planning Group, Inc. 0.07% No change 830 $499K
Fonville Wealth Management LLC 0.11% Add +78.9% 830 $498K
Navellier & Associates Inc. 0.05% New 828 $497K
Phillips Financial Management, LLC 0.03% Add +5.1% 826 $496K
First Community Trust NA 0.38% No change 821 $493K
Freedom Investment Management, Inc. 0.13% Reduce -74.1% 821 $493K
Range Financial Group LLC 0.18% Add +0.4% 819 $492K
Blue Chip Partners, LLC 0.04% Reduce -38.9% 818 $491K
LTG Capital LLC 0.39% Reduce -9.5% 817 $491K
Burkett Financial Services, LLC 0.17% Add +1.6% 817 $490K
Syntax Research, Inc. 0.32% No change 816 $490K
Cathy Pareto & Associates, Inc. 0.37% Reduce -0.8% 815 $490K
Bangor Savings Bank 0.04% Reduce -3.0% 815 $489K
Auxano Advisors, LLC 0.10% Reduce -0.6% 815 $489K
Hurlow Wealth Management Group, Inc. 0.13% Reduce -19.8% 812 $488K
Summitry LLC 0.02% New 811 $487K
Claret Asset Management Corp 0.06% Add +84.3% 811 $487K
4Thought Financial Group Inc. 0.25% Reduce -24.1% 810 $486K
Legacy Financial Group, Inc. 0.13% Add +36.0% 808 $485K
Carson Advisory Inc. 0.26% Reduce -1.2% 808 $485K
Rise Advisors, LLC 0.17% Reduce -19.6% 806 $484K
Valicenti Advisory Services Inc. 0.10% Reduce -1.5% 801 $481K
Rede Wealth, LLC 0.38% Add +46.5% 800 $481K
Eagle Bay Advisors LLC 0.38% New 800 $481K
Del-Sette Capital Management, LLC 0.30% No change 800 $481K
Old Second National Bank of Aurora 0.10% No change 800 $480K
Adell Harriman & Carpenter Inc. 0.03% Add +3.2% 799 $480K
Maripau Wealth Management LLC 0.24% Reduce -59.7% 799 $480K
Bearing Point Capital, LLC 0.08% No change 799 $480K
Braun-Bostich & Associates Inc. 0.30% Reduce -11.9% 797 $478K
Washington Trust Bank 0.04% No change 796 $478K
Woodward Diversified Capital, LLC 0.22% Add +0.9% 795 $477K
Avalon Trust Co 0.03% Add +9.7% 795 $477K
Strathmore Capital Advisors, Inc. 0.20% Reduce -2.1% 795 $477K
GW Henssler & Associates Ltd. 0.02% Add +10.0% 795 $477K
Gitterman Wealth Management, LLC 0.11% No change 794 $477K
Collective Family Office LLC 0.11% Reduce -2.6% 794 $477K
Baugh & Associates, LLC 0.24% Reduce -0.1% 805 $475K
Yardley Wealth Management LLC 0.26% Reduce -0.3% 789 $474K
Pennington Partners & Co., LLC 0.22% Add +54.3% 787 $473K
Tenon Financial LLC 0.24% Add +0.1% 788 $473K
OLIO Financial Planning 0.14% Reduce -36.4% 787 $472K
Sensible Money, LLC 0.16% Add +1.7% 786 $472K
Rooted Wealth Advisors, Inc. 0.14% Add +22.6% 782 $471K
Wealthstar Advisors, LLC 0.19% Reduce -2.9% 782 $470K
Monograph Wealth Advisors, LLC 0.05% No change 780 $469K
Redwood Wealth Management Group, LLC 0.20% Reduce -18.3% 779 $468K
MRA Advisory Group 0.20% Add +0.3% 776 $466K
RWQ Financial Management Services, Inc. 0.20% No change 776 $466K
Providence Financial Advisors, LLC 0.44% — 774 $465K
Bridges Investment Management Inc. 0.01% Add +18.9% 774 $465K
Horizons Wealth Management 0.32% Reduce -1.6% 774 $465K
West Wealth Group, LLC 0.10% Add +22.0% 771 $465K
Kelman-Lazarov, Inc. 0.07% New 773 $464K
TAGStone Capital, Inc. 0.18% No change 771 $463K
Forte Asset Management LLC 0.22% Reduce -11.5% 770 $463K
Asset Planning Corporation 0.22% No change 770 $462K
Tectonic Advisors LLC 0.03% Add +1.3% 770 $462K
Burling Wealth Partners, LLC 0.08% No change 769 $462K
Palo Alto Wealth Advisors, LLC 0.13% Add +29.1% 741 $460K
Bridge Creek Capital Management LLC 0.13% Reduce -1.9% 766 $460K
Vanguard Capital Wealth Advisors 0.37% Add +7.0% 765 $459K
Primoris Wealth Advisors, LLC 0.29% Add +7.9% 764 $459K
Leigh Baldwin & Co., LLC 0.26% Reduce -0.5% 763 $458K
Clark Wealth Partners 0.28% Add +0.4% 745 $458K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% Add +0.1% 761 $457K
American Wealth Advisors, LLC 0.45% — 760 $456K
Stenger Family Office, LLC 0.09% Add +24.4% 725 $455K
FLC Capital Advisors 0.09% Reduce -22.0% 759 $455K
Suncoast Equity Management 0.05% Reduce -2.9% 758 $455K
RBA Wealth Management, LLC 0.16% Add +5.3% 758 $455K
Arrien Investments, Inc. 0.27% Reduce -2.5% 757 $454K
Arbor Capital Management Inc. 0.36% No change 750 $454K
Bath Savings Trust Co 0.04% Add +2.6% 755 $453K
KWB Wealth 0.05% No change 821 $453K
Waterway Wealth Management, LLC 0.11% Reduce -21.1% 754 $452K
Lynx Investment Advisory 0.27% No change 753 $452K
Verus Financial Partners, Inc. 0.04% Reduce -25.6% 752 $451K
Kirr Marbach & Co. LLC 0.08% No change 750 $451K
Chung Wu Investment Group, LLC 0.38% Add +63.0% 750 $450K
Parker Financial LLC 0.18% No change 750 $450K
Skylands Capital, LLC 0.06% No change 750 $450K
IFS Group,LLC 0.39% — 740 $447K
Heritage Financial Services, LLC 0.04% Reduce -12.7% 743 $446K
Alesco Advisors, LLC, An ESL Co 0.01% No change 740 $444K
Brooklyn FI, LLC 0.10% Add +0.7% 739 $444K
Successful Portfolios LLC 0.26% Add +10.5% 738 $443K
Spectrum Financial Alliance Ltd LLC 0.11% Add +64.7% 738 $443K
Apeiron RIA LLC 0.10% Add +9.6% 734 $442K
Arbor Trust Wealth Advisors, LLC 0.20% No change 734 $441K
Fearless Solutions, LLC dba Best Invest 0.28% Reduce -0.1% 734 $441K
Spectrum Planning & Advisory Services Inc. 0.25% Add +0.1% 734 $441K
William Mack & Associates, Inc. 0.24% Add +5.8% 733 $440K
Loudon Investment Management, LLC 0.23% Add +2.2% 733 $440K
Sovereign Investment Advisors, LLC 0.12% Add +2.5% 733 $440K
1776 Wealth LLC 0.17% Reduce -0.8% 732 $439K
Shira Ridge Wealth Management 0.19% No change 731 $439K
Pavion Blue Capital, LLC 0.19% Reduce -0.4% 728 $437K
Sunbeam Capital Management, LLC 0.27% New 725 $435K
Alternative Investment Advisors, LLC. 0.20% Add +7.1% 725 $435K
Abound Financial, LLC 0.17% Reduce -1.4% 725 $435K
Heritage Family Offices, LLP 0.20% Add +4.8% 724 $435K
Atwater Malick LLC 0.13% Add +9.1% 721 $433K
Washington Trust Advisors, Inc. 0.03% Reduce -24.0% 720 $432K
SevenBridge Financial Group, LLC 0.07% Add +10.5% 695 $431K
Corundum Group, Inc. 0.18% No change 715 $429K
WFA of San Diego, LLC 0.29% Reduce -1.8% 715 $429K
Integris Wealth Management, LLC 0.10% Reduce -15.1% 711 $427K
Paradigm, Strategies in Wealth Management, LLC 0.27% Reduce -24.4% 711 $427K
Fiscal Wisdom Wealth Management, LLC 0.40% — 704 $426K
Hudson Portfolio Management LLC 0.38% No change 710 $426K
Myecfo, LLC 0.19% No change 710 $426K
Mycio Wealth Partners, LLC 0.10% No change 710 $426K
Middleton & Co. Inc. 0.05% No change 710 $426K
Gordian Advisors LLC 0.29% No change 710 $426K
Delta Asset Management LLC 0.04% Add +13.4% 709 $426K
MN Wealth Advisors, LLC 0.23% No change 708 $426K
Mayfair Advisory Group, LLC 0.18% No change 708 $425K
Commonwealth Retirement Investments LLC 0.14% No change 707 $425K
Eubel Brady & Suttman Asset Management Inc. 0.05% No change 701 $421K
Burton Enright Welch 0.06% Add +1.3% 701 $421K
Pinnacle Investment Management Ltd 1.46% No change 700 $420K
Lakewood Asset Management LLC 0.25% No change 700 $420K
Francis Financial, Inc. 0.07% No change 700 $420K
Bedel Financial Consulting, Inc. 0.05% Add +1.5% 697 $418K
Clarity Wealth Development LLC 0.38% No change 660 $418K
Founders Grove Wealth Partners, LLC 0.10% No change 695 $417K
CTC LLC 0.02% Reduce -99.7% 695 $417K
Manuka Financial, LLC 0.26% No change 691 $415K
First Hawaiian Bank 0.05% No change 689 $414K
Prosperity Financial Group, Inc. 0.15% Reduce -6.4% 688 $413K
Brandywine Trust Co. 0.06% No change 688 $413K
Next Level Private LLC 0.12% New 678 $412K
GK Wealth Management LLC 0.31% Add +16.7% 684 $411K
Blodgett Wealth Advisors, LLC 0.28% No change 683 $410K
Almanack Investment Partners, LLC. 0.06% Reduce -23.6% 679 $407K
Bank of New Hampshire 0.09% No change 677 $406K
V2 Financial group LLC 0.22% No change 675 $405K
Rodgers & Associates, LTD 0.04% Add +0.5% 672 $404K
Sloy Dahl & Holst, LLC 0.04% Reduce -0.3% 672 $403K
North Berkeley Wealth Management, LLC 0.32% Add +0.8% 672 $403K
CNB Bank 0.17% No change 672 $403K
Henrickson Nauta Wealth Advisors, Inc. 0.13% Reduce -41.3% 672 $403K
Riggs Asset Managment Co. Inc. 0.09% Reduce -40.6% 670 $402K
Roberts Glore & Co. Inc. 0.11% No change 669 $402K
Keb Asset Management, LLC 0.09% Add +14.8% 666 $400K
New Republic Capital, LLC 0.12% Add +73.8% 664 $399K
Legacy Wealth Managment, LLC 0.18% New 662 $397K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 662 $397K
Single Point Partners, LLC 0.08% Reduce -4.3% 660 $396K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -23.8% 660 $396K
Wood Tarver Financial Group, LLC 0.12% Reduce -2.9% 661 $396K
Edgemoor Investment Advisors, Inc. 0.03% Add +38.3% 657 $394K
LifeGoal Investments, LLC 0.33% New 657 $394K
Kaufman Rossin Wealth, LLC 0.22% Add +70.0% 656 $394K
PUREfi Wealth, LLC 0.30% Add +0.8% 653 $392K
Greater Midwest Financial Group, LLC 0.25% Reduce -2.3% 653 $392K
Letson Investment Management, Inc. 0.14% Add +8.3% 652 $391K
YANKCOM Partnership 0.18% Add +8.3% 650 $390K
Sutton Place Investors LLC 0.22% No change 649 $390K
Lee Danner & Bass Inc. 0.03% Add +45.8% 649 $390K
America First Investment Advisors, LLC 0.07% No change 648 $389K
New Hampshire Trust 0.07% No change 646 $388K
One Wealth Map LLC 0.21% Add +9.9% 621 $387K
Pacific Wealth Strategies Group, Inc. 0.24% Add +27.8% 643 $386K
Signature Resources Capital Management, LLC 0.21% No change 642 $385K
Strategic Point Investment Advisors, LLC 0.06% Add +7.9% 642 $385K
Daner Wealth Management, LLC 0.25% No change 630 $385K
Baldwin Wealth Partners LLC 0.03% No change 641 $385K
Gallacher Capital Management LLC 0.15% Add +24.9% 641 $385K
Grandfield & Dodd, LLC 0.02% Reduce -1.1% 640 $384K
Upper Left Wealth Management, LLC 0.24% No change 636 $382K
Beck Capital Management, LLC 0.09% New 636 $382K
Able Wealth Management LLC 0.14% Reduce -2.3% 634 $381K
Asset Advisors Investment Management, LLC 0.04% Add +1.6% 634 $381K
Compass Wealth Management LLC 0.08% Reduce -9.1% 633 $380K
Tandem Capital Management Corp. 0.18% Add +5.0% 633 $380K
Benchmark Investment Advisors LLC 0.22% — 633 $380K
Hunter Associates Investment Management LLC 0.05% Add +46.1% 631 $379K
Mountain Hill Investment Partners Corp. 0.33% No change 631 $379K
Trueblood Wealth Management, LLC 0.15% Reduce -14.5% 630 $378K
FSA Wealth Management LLC 0.14% Add +0.3% 630 $378K
LVW Advisors, LLC 0.04% Reduce -16.8% 628 $377K
Veltria Advisors Corp. 1.66% New 627 $376K
Cetera Trust Company, N.A 0.21% No change 627 $376K
Wisconsin Capital Management LLC 0.19% No change 626 $376K
First Western Trust Bank 0.02% No change 624 $375K
Chico Wealth RIA 0.25% Add +55.5% 622 $373K
Vestor Capital, LLC 0.02% Reduce -85.8% 620 $372K
Solidarity Wealth, LLC 0.08% Add +30.9% 618 $372K
Versant Capital Management, Inc 0.05% Reduce -5.4% 618 $371K
Leisure Capital Management 0.13% No change 618 $371K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -34.9% 617 $371K
LifeWealth Investments, LLC 0.12% Add +3.0% 617 $370K
Wiser Advisor Group LLC 0.46% New 616 $370K
FOCUS Wealth Advisors, LLC 0.18% No change 615 $369K
EagleClaw Capital Managment, LLC 0.05% No change 615 $369K
L. Roy Papp & Associates, LLP 0.04% No change 615 $369K
Thomasville National Bank 0.02% No change 613 $368K
Dahring | Cusmano LLC 0.27% Reduce -3.5% 612 $368K
Sage Rhino Capital LLC 0.07% No change 611 $367K
Evolution Wealth Management Inc. 0.38% Reduce -71.3% 610 $366K
Copia Wealth Management 0.27% Add +9.7% 610 $366K
Wincap Financial LLC 0.25% Add +2.2% 610 $366K
TFO Wealth Partners, LLC 0.06% No change 606 $364K
Capstone Wealth Management Group LLC 0.23% No change 606 $364K
Hendershot Investments Inc. 0.05% No change 605 $363K
Thompson Davis & Co., Inc. 0.22% Reduce -10.7% 604 $363K
CGN Advisors LLC 0.03% Reduce -53.4% 604 $363K
LCM Capital Management Inc 0.17% No change 603 $362K
Sendero Wealth Management, LLC 0.04% Add +3.4% 603 $362K
Shelton Wealth Management, LLC 0.17% Add +714.9% 603 $362K
Allied Investment Advisors, LLC 0.06% New 603 $362K
Anfield Capital Management, LLC 0.11% Add +8.1% 602 $362K
Tufton Capital Management 0.06% Reduce -5.5% 601 $361K
Santori & Peters, Inc. 0.13% No change 601 $361K
Udine Wealth Management, Inc. 0.17% Add +27.1% 600 $360K
Forza Wealth Management, LLC 0.14% No change 600 $360K
Jacobson & Schmitt Advisors, LLC 0.06% New 600 $360K
Weaver Capital Management LLC 0.08% Add +12.2% 598 $359K
Tevis Investment Management 0.22% Reduce -0.2% 597 $359K
TruNorth Capital Management, LLC 0.07% Reduce -0.8% 596 $358K
Portus Wealth Advisors, LLC 0.35% — 592 $355K
Hidden Cove Wealth Management, LLC 0.23% Reduce -52.7% 592 $355K
Interchange Capital Partners, LLC 0.07% No change 592 $355K
BHK Investment Advisors, LLC 0.13% New 510 $354K
Next Level Wealth Planning, LLC 0.20% Reduce -1.0% 589 $354K
Canvas Wealth Advisors, LLC 0.06% Reduce -11.4% 583 $352K
Buckhead Capital Management LLC 0.13% Add +7.1% 585 $351K
Wingate Wealth Advisors, Inc. 0.24% Add +22.9% 585 $351K
Callahan Advisors, LLC 0.03% Add +25.9% 583 $350K
Shaker Financial Services, LLC 0.12% No change 582 $350K
Biondo Investment Advisors, LLC 0.04% No change 582 $349K
Whelan Financial 0.11% No change 581 $349K
Brooklyn Investment Group 0.05% No change 637 $349K
Kingsman Wealth Management, Inc. 0.19% No change 580 $348K
Avant Capital LLC 0.24% Add +32.1% 580 $348K
Puff Wealth Management, LLC 0.53% Reduce -0.7% 578 $347K
One Wealth Advisors, LLC 0.04% Reduce -53.6% 573 $344K
NerdWallet Wealth Partners, LLC 0.17% — 572 $344K
Bishop & Co Investment Management, LLC 0.11% Reduce -0.3% 572 $343K
ArborFi Advisors, LLC 0.28% Add +13.1% 570 $342K
Mainstay Capital Management LLC 0.03% Reduce -68.6% 569 $342K
Clear Investment Research, LLC 0.46% Reduce -5.2% 569 $342K
Scientech Research LLC 0.12% New 569 $342K
Laurel Wealth Advisors LLC 0.05% Reduce -0.2% 568 $340K
Security National Bank of So Dak 0.17% No change 567 $340K
James J. Burns & Company, LLC 0.05% No change 565 $339K
Mengis Capital Management, Inc. 0.07% No change 565 $339K
RMG Wealth Management LLC 0.05% Add +101.8% 559 $339K
AssuredPartners Investment Advisors, LLC 0.08% No change 562 $338K
Elevate Wealth Advisory, Inc. 0.24% No change 561 $337K
Pekin Hardy Strauss, Inc. 0.03% New 560 $336K
Aull & Monroe Investment Management Corp 0.17% No change 560 $336K
Kenora Financial, LLC 0.11% No change 560 $336K
First American Bank 0.02% Add +17.1% 560 $336K
Harbour Capital Advisors, LLC 0.07% No change 555 $336K
Vision Capital Management, Inc. 0.04% Reduce -17.7% 559 $335K
Keeler & Nadler Financial Planning & Wealth Management 0.12% Add +23.9% 559 $335K
Howard Bailey Securities, LLC 0.10% Reduce -1.2% 559 $335K
IMZ Advisory Inc 0.12% Add +44.9% 555 $333K
Allred Capital Management, LLC 0.12% No change 554 $333K
TriaGen Wealth Management LLC 0.09% Reduce -42.0% 553 $332K
Motco 0.03% Reduce -19.9% 552 $331K
Berman McAleer LLC 0.05% — 551 $331K
Houlihan Financial Resource Group, Ltd. 0.29% No change 550 $330K
Constitution Capital LLC 0.15% Add +0.7% 550 $330K
Black Swift Group, LLC 0.06% Reduce -97.2% 550 $330K
VestGen Investment Management 0.20% Add +2.0% 549 $330K
Torrey Growth & Income Advisors 0.10% — 547 $328K
Ruedi Wealth Management, Inc. 0.09% No change 547 $328K
Measured Risk Portfolios, Inc. 0.35% No change 546 $328K
Note Advisors, LLC 0.19% Add +2.8% 544 $327K
Terra Nova Asset Management LLC 0.21% No change 544 $327K
Capital Square, LLC 0.17% Add +1.1% 543 $326K
Financial Security Advisor, Inc. 0.07% Reduce -2.3% 543 $326K
Parkwoods Wealth Partners, LLC 0.11% New 542 $325K
Chilton Investment Co. Inc. 0.01% New 541 $325K
Marion Wealth Management 0.08% No change 541 $325K
Curio Wealth, LLC 0.13% Reduce -5.8% 539 $324K
Lutz Financial Services LLC 0.02% No change 539 $324K
TD Capital Management LLC 0.03% Reduce -4.6% 538 $323K
Old North State Wealth Management, LLC 0.15% Reduce -0.2% 531 $321K
Financial Counselors Inc. 0.43% Reduce -1.3% 533 $320K
Clay Northam Wealth Management, LLC 0.18% Reduce -7.6% 533 $320K
Jacobs & Co. 0.03% No change 532 $319K
Freedom Day Solutions, LLC 0.09% Reduce -7.0% 530 $318K
Legacy Financial Group LLC 0.04% Reduce -23.0% 528 $317K
Hoge Financial Services, LLC 0.18% No change 527 $317K
Guardian Partners Inc. 0.03% Reduce -12.5% 525 $317K
Alexander Labrunerie & Co., Inc. 0.12% Add +1.0% 527 $316K
Paladin Wealth, LLC 0.23% Add +17.6% 527 $316K
Wells Trecaso Financial Group, LLC 0.15% Reduce -26.9% 523 $314K
Boulder Wealth Advisors, LLC 0.15% — 523 $314K
Private Wealth Management Group, LLC 0.09% No change 522 $314K
Glass Jacobson Investment Advisors llc 0.11% Reduce -1.1% 521 $313K
VAUGHAN & Co SECURITIES, INC. 0.17% Reduce -10.3% 520 $312K
Nestegg Advisors, Inc. 0.28% Add +7.7% 519 $311K
Olistico Wealth, LLC 0.16% Add +28.9% 517 $310K
Newport Capital Group, LLC 0.20% No change 517 $310K
Turning Point Benefit Group, Inc. 0.19% Reduce -42.4% 513 $309K
EnRich Financial Partners LLC 0.09% No change 515 $309K
LWM Advisors Inc. 0.28% No change 515 $309K
Vermillion Wealth Management, Inc. 0.08% Add +4.9% 515 $309K
Wayfinding Financial, LLC 0.13% No change 515 $309K
ONE Advisory Partners, LLC 0.09% No change 513 $309K
Evermay Wealth Management LLC 0.04% Reduce -2.5% 513 $308K
Stableford Capital II LLC 0.11% Reduce -3.6% 513 $308K
GEM Asset Management, LLC 0.15% Add +4.3% 509 $308K
Legacy Wealth Management, LLC 0.02% Reduce -0.8% 512 $308K
Stordahl Capital Management, Inc. 0.06% Reduce -35.7% 511 $307K
SilverOak Wealth Management LLC 0.05% Reduce -18.9% 508 $305K
IMS Capital Management 0.14% Reduce -1.2% 508 $305K
Newman Dignan & Sheerar, Inc. 0.07% Add +0.2% 506 $304K
Whalen Wealth Management Inc. 0.18% New 505 $303K
Shearwater Capital LLC 0.18% No change 505 $303K
Brooks, Moore & Associates, Inc. 0.15% No change 505 $303K
Convergence Financial, LLC 0.05% Add +3.3% 504 $303K
Atwood & Palmer Inc. 0.02% No change 502 $301K
Moisand Fitzgerald Tamayo, LLC 0.04% No change 501 $301K
Jupiter Wealth Management LLC 0.14% No change 500 $300K
Carnegie Lake Advisors LLC 0.12% No change 500 $300K
OMC Financial Services LTD 0.11% New 500 $300K
Harvey Capital Management Inc. 0.06% No change 500 $300K
Gould Asset Management LLC 0.06% No change 500 $300K
Rodgers Brothers Inc. 0.04% Reduce -23.7% 500 $300K
Meridian Wealth Partners, LLC 0.04% New 498 $299K
Herold Advisors, Inc. 0.07% Reduce -15.8% 496 $299K
Postrock Partners LLC 0.13% No change 497 $298K
LMG Wealth Partners, LLC 0.06% No change 497 $298K
CLG LLC 0.08% Add +4.2% 496 $298K
CoreFirst Bank & Trust 0.16% No change 495 $297K
Whitcomb & Hess, Inc. 0.08% Add +10.0% 495 $297K
New World Advisors LLC 0.05% Reduce -3.4% 491 $295K
Salvus Wealth Management, LLC 0.16% No change 491 $294K
Grand Wealth Management, LLC 0.14% No change 490 $294K
Demars Financial Group, LLC 0.10% Reduce -15.5% 489 $293K
Missouri Trust & Investment Co 0.09% Add +29.9% 487 $292K
Shakespeare Wealth Management, LLC 0.07% New 485 $291K
Schaper Benz & Wise Investment Counsel Inc. 0.02% No change 485 $291K
Fairfield, Bush & Co. 0.15% Add +0.2% 484 $290K
MWA Asset Management 0.16% Reduce -11.9% 483 $290K
One Wealth Capital Management, LLC 0.13% Reduce -1.0% 479 $288K
Seneca Financial Advisors LLC 0.09% No change 479 $288K
Bell & Brown Wealth Advisors, LLC 0.09% Reduce -1.2% 478 $287K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.57% Reduce -96.6% 477 $287K
Cedar Point Capital Partners, LLC 0.19% Reduce -1.9% 475 $285K
Presper Financial Architects, LLC 0.16% No change 472 $284K
3Chopt Investment Partners, LLC 0.06% No change 471 $283K
Mark Sheptoff Financial Planning, LLC 0.14% Add +1.9% 470 $282K
Haven Private, LLC 0.12% New 470 $282K
Rogco, LP 0.10% Reduce -48.1% 470 $282K
Banque Transatlantique SA 0.01% Add +29.1% 470 $282K
Calydon Capital 0.04% Add +5.9% 469 $281K
Bare Financial Services, Inc 0.08% Reduce -0.4% 468 $281K
TFC Financial Management, Inc. 0.04% Add +59.7% 468 $281K
Seven Mile Advisory 0.05% No change 467 $280K
FLP Wealth Management, LLC 0.79% New 467 $280K
Sterneck Capital Management, LLC 0.13% No change 466 $280K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 466 $280K
Corrado Advisors, LLC 0.15% Reduce -4.1% 465 $279K
Landing Point Financial Group, LLC 0.15% Reduce -21.6% 465 $279K
Level Wealth Management LLC 0.15% New 464 $278K
Tilson Financial Group, Inc. 0.09% Add +13.5% 463 $278K
Kelly Financial Services LLC 0.07% Reduce -0.2% 462 $277K
Quadrant Capital Group LLC 0.01% No change 461 $277K
North Star Asset Management Inc. 0.01% New 460 $276K
Boston Common Asset Management, LLC 0.01% No change 459 $276K
Mason & Associates Inc 0.06% New 458 $275K
Tiller Private Wealth, Inc. 0.10% Add +1.1% 457 $274K
CMH Wealth Management LLC 0.06% No change 456 $274K
KBC Group NV 0.00% Reduce -16.5% 456 $274K
Cherry Tree Wealth Management, LLC 0.06% Reduce -2.6% 456 $274K
Cypress Capital, LLC 0.08% Reduce -21.8% 456 $274K
Petros Family Wealth, LLC 0.23% No change 456 $274K
Lee Johnson Capital Management, LLC 0.09% New 456 $274K
Prevail Innovative Wealth Advisors, LLC 0.05% Reduce -3.0% 455 $273K
Townsend & Associates, Inc 0.03% Reduce -6.6% 452 $273K
Chesapeake Wealth Management 0.08% New 453 $272K
HighMark Wealth Management LLC 0.12% Add +7.9% 453 $272K
Knightsbridge Asset Management, LLC 0.05% No change 452 $271K
First Pacific Financial 0.04% Add +32.3% 451 $271K
Joule Financial, LLC 0.08% Reduce -94.1% 450 $270K
NFC Investments, LLC 0.08% New 450 $270K
Hilltop Wealth Advisors, LLC 0.14% No change 449 $270K
Planwiser Financial, LLC 0.21% No change 426 $269K
MJT & Associates Financial Advisory Group, Inc. 0.22% No change 448 $269K
Rench Wealth Management, Inc. 0.08% Reduce -5.7% 448 $269K
Twelve Points Wealth Management LLC 0.07% Reduce -17.3% 446 $268K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -4.3% 445 $267K
Triton Financial Group Inc 0.18% Add +9.3% 445 $267K
Broadview Financial Management, LLC 0.18% Add +0.2% 444 $266K
Argent Advisors, Inc. 0.08% New 442 $265K
Elm Partners Management LLC 0.01% New 441 $265K
Ring Mountain Capital, LLC 0.15% Add +1.4% 441 $265K
Fi3 FINANCIAL ADVISORS, LLC 0.09% No change 440 $264K
Paragon Financial Partners, Inc. 0.17% No change 440 $264K
Bright Futures Wealth Management, LLC. 0.21% — 439 $264K
Tripletail Wealth Management, LLC 0.31% No change 432 $263K
Douglass Winthrop Advisors, LLC 0.00% No change 437 $262K
SkyView Investment Advisors, LLC 0.03% No change 436 $262K
Cullen Investment Group, LTD. 0.03% Add +12.4% 434 $262K
Comprehensive Money Management Services LLC 0.18% No change 435 $261K
Lathrop Investment Management Co. 0.05% No change 433 $260K
Burford Brothers, Inc. 0.11% Add +0.7% 431 $259K
IFS Advisors, LLC 0.15% Add +4.1% 431 $259K
Caldwell Sutter Capital, Inc. 0.11% No change 431 $259K
Talisman Wealth Advisors LLC 0.21% No change 431 $259K
RS Crum Inc. 0.06% No change 429 $258K
Beckerman Institutional, LLC 0.15% Add +0.5% 431 $258K
Hilltop Partners LLC 0.08% Reduce -0.5% 428 $257K
Elgethun Capital Management 0.05% New 428 $257K
Advisor Resource Council 0.35% Reduce -90.0% 428 $257K
Maltin Wealth Management, Inc. 0.11% New 427 $256K
Hudson Capital Management LLC 0.07% Reduce -4.9% 426 $256K
Wharton Business Group, LLC 0.01% No change 426 $256K
Stage Harbor Financial, LLC 0.19% No change 425 $255K
Integrated Capital Management, Inc. 0.18% No change 425 $255K
Mainstream Capital Management LLC 0.17% No change 425 $255K
Beacon Wealthcare LLC 0.09% No change 425 $255K
Providence Capital Advisors, LLC 0.04% Reduce -11.5% 424 $255K
ARS Investment Partners, LLC 0.02% New 423 $254K
Endowment Wealth Management, Inc. 0.12% Reduce -26.2% 423 $254K
Mustard Seed Financial, LLC 0.16% Add +2.4% 422 $253K
Studio Investment Management LLC 0.05% Reduce -7.7% 421 $253K
Arq Wealth Advisors, LLC 0.07% New 420 $252K
Leverty Financial Group, LLC 0.07% Add +1.2% 420 $252K
Austin Wealth Management, LLC 0.04% New 416 $252K
Aspen Wealth Management LLC 0.06% New 419 $252K
Asset Management One Co., Ltd. 0.00% Add +134.1% 419 $252K
New Insight Wealth Advisors 0.09% Add +4.8% 418 $251K
City State Bank 0.07% No change 418 $251K
Plum Street Advisors, LLC 0.10% New 417 $251K
United Financial Planning Group LLC 0.16% — 417 $250K
Resurgent Financial Advisors LLC 0.12% Add +13.7% 415 $249K
Wallace Advisory Group, LLC 0.20% Reduce -43.5% 451 $249K
Riverchase Wealth Management, LLC 0.14% Add +12.2% 414 $249K
Praetorian Wealth Management, Inc. 0.05% New 414 $249K
Pacific Wealth Management 0.12% No change 412 $247K
Centerpoint Advisors, LLC 0.08% No change 412 $247K
Bourgeon Capital Management LLC 0.05% New 411 $247K
Bull Oak Capital, LLC 0.10% No change 411 $247K
Blalock Williams, LLC 0.22% Reduce -11.4% 410 $246K
Regimen Wealth, LLC 0.07% Add +0.2% 410 $246K
Dogwood Wealth Management LLC 0.11% Reduce -38.1% 409 $246K
Gunderson Capital Management LLC 0.09% New 409 $246K
American Capital Advisory, LLC 0.11% Add +159.9% 408 $245K
PTM Wealth Management, LLC 0.15% Add +0.3% 403 $245K
Pinnacle Holdings, LLC 0.10% Add +0.8% 617 $243K
Jag Capital Management, LLC 0.03% Add +4.1% 404 $243K
Capital Counsel LLC 0.01% Reduce -2.4% 404 $243K
Painted Porch Advisors LLC 0.09% Add +837.2% 403 $242K
Hager Investment Management Services, LLC 0.13% No change 403 $242K
Congress Asset Management Co. 0.00% Reduce -4.5% 403 $242K
Element Pointe Advisors, LLC 0.05% Reduce -18.0% 402 $241K
A&I Financial Services, LLC 0.12% No change 400 $241K
Redmond Asset Management, LLC 0.06% No change 401 $241K
Blossom Wealth Management 0.39% No change 400 $240K
Marathon Capital Management 0.06% No change 400 $240K
ESL Trust Services, LLC 0.05% No change 400 $240K
Members Trust Co 0.01% Reduce -30.0% 399 $240K
Madison Asset Management, LLC 0.00% No change 398 $239K
Elequin Capital, LP 0.02% Reduce -89.5% 397 $238K
Creative Capital Management Investments LLC 0.08% Reduce -18.9% 396 $238K
Human Investing LLC 0.03% Add +1.3% 394 $237K
Ogorek Anthony Joseph /NY/ 0.07% No change 392 $235K
Toews Corp. 0.03% Reduce -1.8% 391 $235K
First National Bank Sioux Falls 0.07% No change 391 $235K
ELCO Management Co., LLC 0.12% No change 390 $234K
BWM Planning, LLC 0.07% New 390 $234K
Cidel Asset Management Inc. 0.01% New 390 $234K
Balanced Rock Investment Advisors LLC 0.17% Reduce -2.5% 389 $234K
Orin Green Financial, LLC 0.09% No change 389 $234K
Crescent Sterling, Ltd. 0.24% New 388 $233K
Trexquant Investment LP 0.00% Reduce -45.6% 388 $233K
Warburton Capital Management, LLC 0.14% No change 385 $232K
First County Bank 0.12% No change 386 $232K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -4.9% 385 $231K
Moller Wealth Partners 0.05% No change 384 $231K
Commons Capital, LLC 0.15% Add +2.1% 384 $230K
Baldwin Investment Management, LLC 0.03% No change 383 $230K
Independent Investors Inc. 0.04% New 383 $230K
Skyline Advisors, Inc. 0.08% Reduce -2.8% 383 $230K
Orgel Wealth Management, LLC 0.01% Add +4.7% 382 $229K
Signet Financial Management, LLC 0.03% No change 382 $229K
Stokes Family Office, LLC 0.02% New 382 $229K
Stone House Investment Management, LLC 0.04% No change 382 $229K
Highland Financial Advisors, LLC 0.07% New 381 $229K
Hughes Financial Services, LLC 0.04% No change 367 $229K
Quaker Wealth Management, LLC 0.07% Reduce -12.6% 381 $229K
Cape Investment Advisory, Inc. 0.22% Reduce -86.4% 380 $228K
Certior Financial Group, LLC 0.15% New 380 $228K
Lantern Wealth Advisors, LLC 0.12% Reduce -38.2% 380 $228K
Brown Financial Advisors 0.08% New 380 $228K
Elyxium Wealth, LLC 0.08% No change 380 $228K
Navalign, LLC 0.06% Add +1.3% 380 $228K
May Hill Capital, LLC 0.07% Add +0.3% 380 $228K
Yoder Wealth Management, Inc. 0.11% No change 379 $228K
John G Ullman & Associates Inc. 0.03% No change 379 $228K
North Forty Two & Co. 0.22% Reduce -21.0% 377 $227K
Tribridge Partners Financial LLC 0.10% New 374 $227K
CAP Partners, LLC 0.13% New 377 $226K
Tableaux LLC 0.09% New 376 $226K
Norris Perne & French LLP 0.02% Reduce -25.3% 375 $225K
Signature Wealth Management Group 0.09% No change 375 $225K
Summit Investment Advisory Services, LLC 0.09% New 374 $225K
ForthRight Wealth Management, LLC 0.07% New 374 $225K
Forbes J M & Co. LLP 0.02% No change 374 $225K
True Vision MN LLC 0.12% New 373 $224K
Cabot Wealth Management Inc. 0.02% Reduce -0.5% 373 $224K
Wealth Management Resources, Inc. 0.07% No change 372 $224K
ROI Financial Advisors, LLC 0.13% No change 372 $223K
Resources Management Corp. /CT/ 0.03% Reduce -5.1% 372 $223K
Cascade Investment Group, Inc. 0.15% No change 371 $223K
Hirtle & Co., LLC 0.01% Add +0.5% 371 $223K
Alley Investment Management Company, LLC 0.03% No change 370 $222K
Ballast, Inc. 0.05% New 369 $222K
Delta Financial Advisors LLC 0.06% New 368 $221K
tru Independence LLC 0.06% No change 367 $220K
Mayport, LLC 0.05% New 365 $219K
SMH Capital Advisors Inc. 0.45% New 348 $219K
626 Financial, LLC 0.10% No change 363 $218K
Theory Financial LLC 0.08% No change 356 $218K
Hedeker Wealth, LLC 0.05% Reduce -0.3% 362 $217K
Marest Capital, LLC 0.13% New 361 $217K
Schaeffer Financial LLC 0.20% New 361 $217K
Northeast Financial Group, Inc. 0.05% New 361 $217K
SFE Investment Counsel 0.03% Reduce -5.3% 360 $216K
CMC Financial Group 0.40% Reduce -14.7% 360 $216K
Heartwood Wealth Advisors LLC 0.02% New 360 $216K
Cutler Capital Management, LLC 0.09% Add +66.2% 359 $216K
Ascentis Wealth Management, LLC 0.05% Reduce -28.8% 359 $216K
Mowery & Schoenfeld Wealth Management, LLC 0.37% No change 358 $215K
Financial Harvest, LLC 0.14% Reduce -12.9% 358 $215K
Clarion Wealth Managment Partners, LLC 0.21% New 357 $214K
Kintra Wealth, LLC 0.12% Reduce -5.3% 357 $214K
RiverTree Advisors, LLC 0.14% New 356 $214K
Gimbal Financial 0.13% New 355 $213K
White Knight Strategic Wealth Advisors, LLC 0.17% Reduce -8.7% 355 $213K
Calamos Advisors LLC 0.00% New 355 $213K
Lincoln Capital LLC 0.04% New 353 $213K
Rebalance, LLC 0.01% New 354 $213K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -4.3% 353 $212K
Axecap Investments, LLC 0.13% New 352 $211K
Virtue Capital Management, LLC 0.03% Reduce -80.6% 8,971 $211K
Nordwand Advisors, LLC 0.03% Add +17.0% 351 $211K
Compton Financial Group, LLC 0.05% New 351 $211K
St. Johns Investment Management Company, LLC 0.09% No change 351 $210K
Sitrin Capital Management LLC 0.10% Reduce -16.7% 350 $210K
Wernau Asset Management Inc. 0.22% New 350 $210K
Meritas Wealth Management, LLC 0.10% New 350 $210K
Signet Investment Advisory Group, Inc. 0.10% New 350 $210K
Impact Capital Partners LLC 0.06% New 350 $210K
Wilkins Investment Counsel Inc. 0.03% New 350 $210K
Argyle Capital Partners, LLC 0.15% Reduce -17.3% 350 $210K
Ellenbecker Investment Group 0.03% New 348 $209K
Brown Wealth Management, LLC 0.06% Reduce -7.2% 348 $209K
Cooper Capital Advisors LLC 0.13% New 345 $207K
Harbour Investment Management LLC 0.09% New 344 $207K
Coign Capital Advisors LLC 0.11% Reduce -7.5% 344 $207K
Avenir Corp. 0.02% New 344 $207K
Ted Buchan & Co 0.08% Reduce -75.6% 342 $205K
Stark Wealth Management LLC 0.94% New 341 $205K
Creegan & Nassoura Financial Group, LLC 0.13% New 340 $204K
Widmann Financial Services, Inc. 0.13% New 339 $204K
Portland Financial Advisors Inc 0.43% Reduce -20.8% 339 $204K
OneAscent Wealth Management LLC 0.07% New 339 $204K
Centennial Wealth Advisory LLC 0.06% New 339 $204K
Valued Wealth Advisors LLC 0.09% No change 338 $203K
Marshall & Sterling Wealth Advisors Inc. 0.13% Add +438.1% 339 $203K
Greenspring Advisors, LLC 0.04% — 336 $202K
Asio Capital, LLC 0.03% New 335 $201K
Peloton Wealth Strategists 0.08% New 335 $201K
Spirit of America Management Corp. 0.04% Add +0.3% 332 $200K
Oak Family Advisors, LLC 0.06% Add +8.6% 328 $197K
Graney & King, LLC 0.14% Reduce -0.3% 327 $196K
Ceeto Capital Group, LLC 0.06% No change 324 $195K
Coston, McIsaac & Partners 0.05% Reduce -17.0% 318 $190K
Mb, Levis & Associates, LLC 0.08% Add +91.5% 316 $190K
Cypress Capital Management LLC (WY) 0.19% No change 315 $189K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% Add +14.2% 314 $189K
Financial Consulate, Inc. 0.03% New 312 $187K
Beutel, Goodman & Co Ltd. 0.00% Add +22.0% 305 $183K
Goldstream Capital Management Ltd 0.06% No change 303 $182K
Hikari Tsushin, Inc. 0.01% No change 302 $181K
Advantage Trust Co 0.08% No change 300 $180K
Perkins Coie Trust Co 0.03% No change 299 $180K
SRH Advisors, LLC 0.05% No change 295 $177K
Murphy & Mullick Capital Management Corp 0.13% Add +23.3% 286 $177K
Koesten, Hirschmann & Crabtree, INC. 0.08% Reduce -22.0% 294 $177K
LGT Financial Advisors LLC 0.38% No change 290 $174K
Rowlandmiller & Partners.adv 0.03% Add +3.6% 288 $173K
Horrell Capital Management, Inc. 0.07% No change 287 $172K
Cranbrook Wealth Management, LLC 0.03% No change 285 $171K
Quarry LP 0.04% New 285 $171K
Rossby Financial, LCC 0.06% Add +14.6% 282 $170K
Consultiva Wealth Management, Corp. 0.45% No change 270 $162K
Thomas J. Herzfeld Advisors, Inc. 0.06% No change 270 $162K
Cary Street Partners Investment Advisory LLC 0.07% Add +6600.0% 268 $161K
Princeton Global Asset Management LLC 0.03% Add +109.4% 268 $161K
Peterson Wealth Services 0.04% New 6,844 $160K
Kilter Group LLC 0.08% No change 266 $160K
Operose Advisors LLC 0.04% No change 258 $155K
MV Capital Management, Inc. 0.01% No change 258 $155K
Sherman Asset Management, Inc. 0.13% No change 257 $155K
Accredited Wealth Management, LLC 0.12% Add +90.7% 490 $154K
West Branch Capital LLC 0.04% No change 257 $154K
Imprint Wealth LLC 0.49% — 253 $152K
Canton Hathaway, LLC 0.03% New 252 $151K
Centennial Bank 0.06% No change 250 $150K
Aventura Private Wealth, LLC 0.05% Add +9.0% 242 $145K
VSM Wealth Advisory, LLC 0.04% No change 241 $145K
Texas Capital Bancshares Inc 0.06% New 240 $144K
Hanson & Doremus Investment Management 0.02% Add +11.1% 240 $144K
Legacy Bridge, LLC 0.06% Add +4.4% 237 $142K
Hurley Capital, LLC 0.08% No change 236 $142K
Cornerstone National Bank & Trust Co 0.06% No change 231 $139K
Bellevue Asset Management, LLC 0.06% Add +36.4% 225 $135K
Prestige Wealth Management Group LLC 0.03% Reduce -6.6% 225 $135K
Woodard & Co. Asset Management Group Inc. 0.02% New 220 $132K
MRP Capital Investments, LLC 0.11% New 233 $129K
Financial Connections Group, Inc. 0.05% No change 210 $126K
Frazier Financial Advisors, LLC 0.08% Reduce -12.6% 208 $125K
Breakwater Investment Management 0.05% No change 208 $125K
Mechanics Financial Corp 0.05% No change 203 $122K
CKW Financial Group 0.01% No change 201 $121K
Ramirez Asset Management, Inc. 0.02% No change 200 $120K
Peck Wealth Management, LLC 0.11% — 195 $117K
Innovative Advisory Group, LLC 0.07% No change 190 $114K
North Ridge Wealth Advisors, Inc. 0.06% Add +13.2% 189 $113K
True Wealth Design, LLC 0.03% Add +154.8% 186 $112K
Smallwood Wealth Investment Management, LLC 0.06% No change 184 $111K
Medallion Wealth Advisors, LLC 0.04% Reduce -57.7% 183 $110K
Stephens Consulting, LLC 0.04% Reduce -96.5% 182 $109K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 177 $106K
Investment Research & Advisory Group, Inc. 0.03% No change 168 $101K
Barrett & Company, Inc. 0.03% Add +6.5% 164 $98K
Piscataqua Savings Bank 0.07% No change 160 $96K
TOWER TRUST & INVESTMENT Co 0.06% No change 160 $96K
Pacifica Partners Inc. 0.03% Reduce -9.7% 140 $84K
Millstone Evans Group, LLC 0.05% No change 137 $82K
Palisade Asset Management, LLC 0.01% New 137 $82K
Canoe Financial LP 0.00% New 107 $79K
Logan Capital Management Inc. 0.00% No change 127 $76K
Van Eck Associates Corp. 0.00% Add +61.5% 126 $76K
Perritt Capital Management Inc 0.04% Add +4.2% 124 $75K
Pflug Koory, LLC 0.04% Reduce -43.9% 124 $74K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 122 $73K
JCIC Asset Management Inc. 0.02% — 120 $72K
Midwest Capital Advisors, LLC 0.03% Add +19.0% 119 $72K
Gleason Group, Inc. 0.01% Add +61.1% 116 $69K
Ball & Co Wealth Management Inc. 0.05% New 115 $69K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 109 $66K
Westend Capital Management, LLC 0.02% No change 109 $65K
Bear Mountain Capital, Inc. 0.02% No change 103 $63K
Gold Investment Management Ltd. 0.02% No change 101 $61K
Delos Wealth Advisors, LLC 0.04% New 100 $60K
ROSS\JOHNSON & Associates LLC 1.11% No change 98 $59K
New England Capital Financial Advisors LLC 0.02% Add +5.4% 98 $59K
Beaird Harris Wealth Management, LLC 0.00% Reduce -51.6% 93 $56K
Chelsea Counsel Co. 0.02% No change 91 $55K
Atlantic Private Wealth, LLC 0.04% No change 91 $55K
Alpine Bank Wealth Management 0.01% No change 85 $51K
Accent Capital Management, LLC 0.02% Add +43.1% 83 $50K
Financial Network Wealth Advisors LLC 0.05% Add +10.8% 82 $49K
Morgan Dempsey Capital Management LLC 0.02% Add +45.5% 80 $48K
Decker Retirement Planning Inc. 0.03% Reduce -99.3% 79 $47K
Persium Advisors, LLC 0.03% New 77 $46K
Premier Financial Group 0.01% No change 77 $46K
Hoese & Co LLP 0.03% No change 74 $44K
Roxbury Financial LLC 0.04% No change 72 $43K
Barnes Dennig Private Wealth Management LLC 0.05% New 70 $42K
Bridge Generations Wealth Management LLC 0.03% No change 68 $41K
Exchange Traded Concepts, LLC 0.00% Reduce -99.7% 68 $41K
PayPay Securities Corp 1.47% Add +79.0% 68 $41K
Measured Wealth Private Client Group, LLC 0.01% New 67 $40K
Gould Capital, LLC 0.02% Reduce -71.5% 61 $37K
Navigoe, LLC 0.02% Add +300.0% 60 $36K
Team Financial Group, LLC 0.02% No change 59 $36K
Pineridge Advisors LLC 0.01% Reduce -85.3% 59 $35K
Blume Capital Management, Inc. 0.01% Reduce -40.6% 57 $34K
Citizens National Bank Trust Department 0.01% No change 49 $29K
Shcp, LLC 100.00% — 45 $27K
Goodman Advisory Group, LLC 0.01% New 41 $25K
Redwood Park Advisors LLC 0.02% No change 40 $24K
Keener Financial Planning LLC 0.01% No change 34 $20K
Broadwater Capital Management LLC 0.01% Reduce -99.8% 32 $19K
Financial Management Professionals, Inc. 0.00% Reduce -96.0% 30 $18K
C M Bidwell & Associates Ltd. 0.01% No change 30 $18K
Accordant Advisory Group Inc 0.01% No change 28 $17K
Evolution Advisers, Inc. 0.01% New 25 $15K
Retirement Wealth Solutions LLC 0.01% No change 24 $14K
CGC Financial Services, LLC 0.00% No change 22 $13K
Horizon Bancorp Inc. 0.01% No change 22 $13K
GW&K Investment Management, LLC 0.00% No change 22 $13K
TLW Wealth Management, LLC 0.01% New 20 $12K
Keystone Financial Group, Inc. 0.01% No change 15 $9K
Bay Harbor Wealth Management, LLC 0.00% New 14 $8K
Spurstone Advisory Services, LLC 0.10% No change 12 $7K
Aventus Investment Advisors, Inc. 0.01% New 12 $7K
Minot DeBlois Advisors LLC 0.01% No change 10 $6K
Berkshire Capital Holdings Inc. 0.00% No change 10 $6K
Investors Research Corp 0.00% No change 8 $5K
Vermillion & White Wealth Management Group, LLC 0.00% New 7 $4K
Hoey Investments, Inc. 0.00% No change 6 $4K
Miller Wealth Advisors, LLC 0.00% No change 5 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
Sawyer & Company, Inc 0.00% New 6 $3K
Clarity Asset Management, Inc. 0.00% No change 4 $3K
Eukles Asset Management 0.00% New 4 $2K
Holos Integrated Wealth LLC 0.00% No change 3 $2K
Catherine Avery Investment Management LLC 0.00% No change 2 $1K
REAP Financial Group, LLC 0.00% No change 2 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -95.6% 2 $1K
Covestor Ltd 0.00% Reduce -50.0% 1 $1K
Arcadia Investment Management Corp. 0.00% New 1 $601
1620 Investment Advisors, Inc. 0.00% No change 1 $600

"% 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.