Invesco QQQ Trust Series 1QQQETF

13F holders, Q4 2025 (December 31)
3,860holders +303
150new positions
124sold out
8famous investors
$600.42avg. 13F price*

At the end of Q4 2025, 3,860 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, up 303 from Q3 2025. 150 opened new positions and 124 sold out. The largest holders were Bank of America Corp. ($12.0B), Morgan Stanley ($9.9B) and LPL Financial LLC ($6.6B). 8 famous investors held it, including Paul Tudor Jones (2.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Israel Englander (0.3% of Millennium Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions150$1.2B
Exits124$1.4B

All 13F filers, Q3 2025 → Q4 2025: 22,725,427 shares bought and 27,547,041 shares sold, net −4,821,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,860 holders

Bank of America Corp. 0.87% Add +40.3% 19,547,552 $12.0B
Morgan Stanley 0.59% Reduce -34.7% 16,041,841 $9.9B
LPL Financial LLC 1.80% Add +1.6% 10,729,287 $6.6B
Wells Fargo & Company 0.91% Add +9.8% 7,526,685 $4.6B
UBS Group AG 0.73% Reduce -3.3% 5,962,070 $3.7B
Goldman Sachs Group Inc. 0.51% Reduce -38.6% 5,887,171 $3.6B
Royal Bank of Canada 0.49% Reduce -19.2% 4,511,131 $2.8B
Ameriprise Financial Inc. 0.57% Reduce -0.8% 4,093,914 $2.5B
Susquehanna International Group, LLP 3.42% Add +89.1% 4,050,151 $2.5B
Raymond James Financial Inc. 0.75% Reduce -0.5% 3,909,737 $2.4B
JPMorgan Chase & Co. 0.15% Reduce -10.5% 3,615,492 $2.2B
Northwestern Mutual Wealth Management Co. 1.20% Reduce -2.5% 3,091,292 $1.9B
PNC Financial Services Group, Inc. 1.02% Reduce -1.1% 3,036,463 $1.9B
Healthcare of Ontario Pension Plan Trust Fund 3.17% Add +21.4% 3,025,000 $1.9B
Envestnet Asset Management Inc. 0.54% Reduce -1.4% 2,945,721 $1.8B
Cetera Investment Advisers 1.50% Add +0.8% 2,227,778 $1.4B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 65.34% No change 2,200,000 $1.4B
Commonwealth Equity Services, LLC 1.63% Reduce -12.6% 1,985,531 $1.2B
Osaic Holdings, Inc. 1.66% Add +4.1% 1,847,004 $1.1B
National Mutual Insurance Federation of Agricultural Cooperatives 7.92% No change 1,759,000 $1.1B
Analyst IMS Investment Management Services Ltd. 31.35% Add +68.6% 1,750,079 $1.1B
Citigroup Inc. 0.67% Reduce -42.4% 1,601,904 $984.1M
HRT Financial LP 2.99% Reduce -35.1% 1,541,026 $946.7M
Jane Street Group, LLC 1.11% Add +1109.5% 1,509,239 $927.1M
Bank of Montreal 0.36% Add +16.1% 1,431,050 $877.4M
Alkeon Capital Management LLC 3.82% Add +67.3% 1,421,977 $873.5M
US Bancorp \de 0.98% Reduce -0.8% 1,366,550 $839.5M
Fisher Asset Management 0.28% Reduce -3.1% 1,352,626 $830.9M
Cambridge Investment Research Advisors, Inc. 2.14% Reduce -1.4% 1,320,608 $811.3M
Hancock Prospecting Pty Ltd 24.12% No change 1,277,709 $784.9M
HighTower Advisors, LLC 0.81% Add +0.1% 1,203,564 $739.4M
Barclays PLC 0.29% Add +34.5% 1,192,395 $732.5M
Rockefeller Capital Management L.P. 1.28% Add +3.3% 1,154,740 $709.4M
Mariner, LLC 0.79% Add +2.6% 1,084,500 $666.2M
Truist Financial Corp. 0.87% Reduce -1.4% 1,056,872 $649.2M
TD Asset Management Inc 0.51% Reduce -0.3% 1,039,438 $638.5M
Stifel Financial Corp. 0.55% Add +1.1% 995,785 $611.8M
BNP Paribas Financial Markets 0.38% Reduce -14.6% 970,741 $596.3M
AIA Group Ltd 8.92% Add +4019.8% 970,018 $595.9M
Barings LLC 10.72% Add +1.3% 906,307 $561.4M
MML Investors Services, LLC 1.35% Add +1.5% 905,369 $556.2M
Howard Capital Management, LLC 6.92% Add +0.0% 2,830,760 $534.6M
Janney Montgomery Scott LLC 1.19% Reduce -7.8% 841,143 $516.7M
Cibc World Market Inc. 0.89% Add +38.2% 812,243 $499.0M
FMR LLC 0.03% Add +3.0% 808,510 $496.7M
Fiera Capital Corp 1.49% Add +0.9% 765,258 $470.1M
Cerity Partners LLC 0.67% Add +2.8% 751,154 $461.4M
Artemis Wealth Advisors, LLC 73.45% Add +0.5% 720,331 $441.3M
Creative Planning 0.31% Add +1.6% 707,024 $434.3M
IMC-Chicago, LLC 7.58% Add +65.1% 701,972 $431.2M
Rokos Capital Management LLP 6.22% Reduce -28.9% 682,056 $418.9M
Kestra Advisory Services, LLC 1.71% Add +8.1% 675,125 $414.7M
Susquehanna Advisors Group, Inc. 15.60% No change 673,923 $414.0M
Meitav Investment House Ltd. 4.75% Add +44.3% 669,245 $411.1M
Nissay Asset Management Corp. /Japan 2.11% No change 660,336 $405.7M
Nwi Management LP 24.60% New 655,200 $402.5M
Equitable Holdings, Inc. 2.65% Add +7.3% 629,974 $387.0M
Jefferies Financial Group Inc. 3.25% Add +7.5% 628,367 $386.0M
Tudor Investment Corporation 2.11% Add +5.3% 603,672 $370.8M
Millennium Management 0.27% Add +64.8% 596,910 $366.7M
Wealth Enhancement Advisory Services, LLC 0.49% Add +1.8% 579,851 $361.6M
Rafferty Asset Management, LLC 1.17% Add +0.3% 551,290 $338.7M
Two Sigma Investments, LP 0.51% Reduce -22.4% 523,077 $321.3M
Mirae Asset Securities (usa) Inc. 12.66% Add +24.7% 520,874 $320.0M
Norinchukin Bank, The 3.71% No change 518,000 $318.2M
Cwm, LLC 0.86% Reduce -3.4% 514,062 $315.8M
Canada Pension Plan Investment Board 0.21% No change 509,000 $312.7M
Private Advisor Group, LLC 1.45% Reduce -3.7% 500,166 $307.3M
Brookstone Capital Management 3.48% Add +10.3% 495,804 $304.6M
National Bank of Canada 0.31% Add +208.2% 492,469 $302.5M
Jones Financial Companies LLLP 0.18% Add +17.7% 483,730 $297.2M
Franklin Resources Inc. 0.07% Reduce -21.4% 465,410 $285.9M
Ieq Capital, LLC 0.85% Reduce -1.8% 462,456 $284.1M
Mercer Global Advisors Inc. 0.40% Add +47.0% 430,342 $263.6M
CBIZ Investment Advisory Services, LLC 9.79% No change 421,260 $258.8M
MAI Capital Management 1.45% Add +11.9% 407,117 $250.1M
Japan Science & Technology Agency 4.55% Add +35.0% 403,081 $247.6M
Engineers Gate Manager LP 2.91% Add +54.6% 399,690 $245.5M
Baird Financial Group, Inc. 0.38% Add +11.0% 397,570 $244.2M
J.Safra Asset Management Corp 12.60% Add +7.3% 391,141 $240.3M
Captrust Financial Advisors 0.46% Add +14.7% 435,995 $239.9M
Ritholtz Wealth Management 4.35% Reduce -0.4% 387,575 $238.1M
Lido Advisors, LLC 0.93% Add +2.4% 389,894 $235.0M
Toronto Dominion Bank 0.42% Add +58.3% 380,920 $234.0M
Kensington Asset Management, LLC 12.01% Add +2.0% 375,243 $232.4M
NorthRock Partners, LLC 3.90% Add +23.2% 375,518 $230.7M
Invictus Private Wealth, LLC 13.40% Add +1.2% 360,351 $221.4M
Natixis 0.87% Add +445.3% 357,535 $219.6M
Bell Bank 9.28% Add +1.0% 353,558 $217.2M
Citadel Advisors 0.15% Reduce -39.6% 350,522 $215.3M
Bank of Nova Scotia 0.32% Reduce -11.4% 346,573 $212.9M
Mizuho Bank, Ltd. 24.86% Add +33.9% 340,000 $208.9M
Peapack Gladstone Financial Corp. 2.56% Reduce -0.8% 331,926 $203.4M
Bank Julius Baer & Co. Ltd, Zurich 0.55% Reduce -22.4% 325,454 $199.9M
Steward Partners Investment Advisory, LLC 1.08% Add +3.8% 319,166 $196.1M
Cohen Klingenstein LLC 5.93% Reduce -1.2% 317,949 $195.3M
Consolidated Investment Group LLC 22.81% Add +1.1% 310,400 $190.7M
AQR Capital Management 0.10% Add +17.3% 297,093 $182.5M
Allen Investment Management, LLC 2.02% Add +10.0% 296,141 $181.9M
FIL Ltd 0.13% Add +32.0% 284,343 $174.7M
NewEdge Advisors, LLC 0.63% Add +81.8% 651,166 $173.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11.28% Add +5.5% 281,155 $172.9M
Blair William & Co. 0.46% Add +5.9% 281,300 $172.8M
Harbour Investments, Inc. 3.43% Add +2.1% 275,544 $169.3M
HSBC Holdings PLC 0.10% Add +3.8% 273,787 $168.9M
Stephens Inc. 2.05% Add +3.6% 267,960 $164.6M
PPSC Investment Service Corp 12.13% Reduce -0.5% 264,652 $162.6M
Saudi Central Bank 6.05% No change 263,622 $161.9M
Johns Hopkins University 11.57% No change 258,537 $158.8M
Steel Grove Capital Advisors, LLC 16.52% Reduce -1.5% 258,365 $158.7M
LMR Partners LLP 2.00% Add +543.4% 255,609 $157.0M
Daiwa Securities Group Inc. 0.51% Add +13.5% 253,762 $155.9M
Northern Trust Corp. 0.02% Reduce -7.4% 252,066 $154.8M
Composition Wealth, LLC 2.21% Reduce -4.6% 251,378 $154.4M
United Capital Financial Advisors, LLC 0.87% Add +428.5% 234,514 $144.1M
Stratos Wealth Partners, LTD. 1.62% Add +2.7% 231,510 $142.2M
Allianz SE 1.82% Add +9.0% 230,003 $141.3M
Bailard, Inc. 3.00% Reduce -2.8% 220,922 $135.7M
Beacon Capital Management, Inc. 7.17% Add +10.7% 218,257 $134.1M
SG Americas Securities, LLC 0.17% Add +56.4% 213,722 $131.3M
Balyasny Asset Management L.P. 0.25% Reduce -22.2% 207,600 $127.5M
RiverFront Investment Group, LLC 2.10% Add +4.2% 207,243 $127.3M
Quantinno Capital Management LP 0.26% Add +94.5% 207,007 $127.2M
Steele Capital Management, Inc. 5.42% Reduce -1.4% 205,424 $126.2M
Prime Capital Investment Advisors, LLC 1.51% Reduce -3.9% 202,044 $124.1M
Anchor Capital Management Group Inc 61.70% Reduce -12.1% 178,500 $121.9M
Thrivent Financial for Lutherans 0.22% Add +41.8% 195,502 $120.1M
Pinnacle Associates Ltd. 1.53% Add +0.1% 194,598 $119.5M
Independent Financial Group, LLC 2.64% Add +9.5% 192,822 $118.5M
SBI Securities Co., Ltd. 3.04% Reduce -1.1% 192,740 $118.4M
Industrial Alliance Investment Management Inc. 67.17% Add +5.6% 192,673 $118.4M
CSM Advisors, LLC 3.22% Reduce -3.3% 192,578 $118.3M
Beacon Pointe Advisors, LLC 0.82% Reduce -2.7% 190,262 $116.9M
Concurrent Investment Advisors, LLC 1.33% Add +22.1% 189,755 $116.6M
Modern Wealth Management, LLC 2.12% Reduce -11.0% 189,340 $116.3M
Wealthfront Advisers LLC 0.25% Reduce -18.6% 184,756 $113.5M
D.A. Davidson & Co. 0.69% Add +1.0% 184,078 $113.1M
Taiyo Life Insurance Co. 9.68% No change 184,000 $113.0M
Hollencrest Capital Management 3.91% Reduce -0.9% 183,594 $112.8M
Focused Wealth Management, Inc 11.75% Add +1.9% 180,062 $110.6M
Sumitomo Mitsui Financial Group, Inc. 1.95% Reduce -43.5% 178,626 $110.4M
Constellation Investments, Inc. 3.39% Reduce -8.2% 179,026 $110.0M
Perigon Wealth Management, LLC 1.97% Add +0.5% 178,867 $109.9M
Merit Financial Group, LLC 0.87% Reduce -4.1% 177,423 $109.0M
Trilogy Capital Inc. 4.84% Reduce -3.1% 176,314 $108.3M
Aptus Capital Advisors, LLC 0.91% Add +136.6% 174,698 $107.3M
Baltimore-Washington Financial Advisors, Inc. 4.47% Add +1.7% 174,093 $106.9M
Parker Investment Management, LLC 15.14% Reduce -8.2% 173,199 $106.4M
Diversify Advisory Services, LLC 3.37% Add +4.5% 171,147 $106.3M
Stadion Money Management, LLC 8.50% Reduce -3.5% 170,614 $104.8M
Kestra Private Wealth Services, LLC 1.30% Reduce -3.1% 170,152 $104.5M
Walleye Trading LLC 1.66% New 168,404 $103.5M
SummitTX Capital, L.P. 3.12% Add +18.0% 167,544 $102.9M
Cresset Asset Management, LLC 0.44% Add +5.7% 166,974 $102.6M
Focus Financial Network, Inc. 3.55% Reduce -1.0% 165,976 $102.0M
CIBC Private Wealth Group LLC 0.17% Reduce -0.8% 165,274 $101.5M
Qube Research & Technologies Ltd 0.14% Reduce -32.1% 162,632 $99.9M
Meridian Wealth Management, LLC 3.52% Reduce -0.9% 162,458 $99.8M
Federation des caisses Desjardins du Quebec 0.38% Add +1.8% 160,961 $98.9M
SteelPeak Wealth, LLC 3.24% Add +26.1% 160,611 $98.7M
Edmond DE Rothschild Holding S.A. 1.40% Add +11.5% 159,965 $98.3M
Advisory Services Network, LLC 1.38% Reduce -2.8% 159,131 $97.8M
Bouchey Financial Group, Ltd. 7.23% Reduce -58.5% 157,000 $96.4M
Rising Stella Capital Pte. Ltd 45.41% — 156,896 $96.4M
Prospera Financial Services Inc 1.56% Add +10.7% 153,898 $94.6M
Farther Finance Advisors, LLC 1.01% Add +40.3% 152,945 $94.0M
Atria Investments, Inc 1.06% Add +2.9% 151,647 $93.2M
Pittenger & Anderson Inc. 3.56% Reduce -0.8% 150,733 $92.6M
Venture Visionary Partners LLC 2.99% Reduce -1.2% 148,037 $91.4M
Frank, Rimerman Advisors LLC 5.76% Reduce -3.0% 148,015 $90.9M
Foundations Investment Advisors, LLC 1.19% Add +25.6% 147,134 $90.4M
Wescott Financial Advisory Group, LLC 7.85% Reduce -0.3% 146,431 $90.0M
Clearstead Trust, LLC 13.99% Add +1.0% 144,638 $88.9M
Yarbrough Capital, LLC 2.76% No change 144,498 $88.8M
M&T Bank Corp 0.28% Add +1.5% 143,305 $88.0M
Pine Ridge Advisers LLC 6.04% Add +0.1% 142,716 $87.7M
Banque Pictet & Cie SA 0.88% Add +19.7% 143,257 $87.6M
Brown Advisory Inc. 0.12% Add +84.7% 141,870 $87.2M
Clear Street Group Inc. 0.45% Add +0.5% 141,357 $86.8M
BlackRock, Inc. 0.00% Add +17.3% 141,161 $86.7M
IHT Wealth Management, LLC 2.11% Add +0.7% 141,120 $86.7M
Arrow Financial Corp 8.54% Reduce -8.6% 139,387 $85.6M
Comerica Bank 0.34% Reduce -4.4% 137,523 $84.5M
Belpointe Asset Management LLC 3.03% Add +16.0% 136,675 $84.0M
CreativeOne Wealth, LLC 2.02% Add +23.1% 135,561 $83.3M
&partners 0.43% Add +34.7% 134,062 $82.4M
Wealthspire Advisors, LLC 0.65% Reduce -5.2% 133,657 $82.1M
Berkshire Money Management, Inc. 7.71% Add +0.8% 131,616 $80.9M
Csenge Advisory Group 3.63% Add +2.2% 130,643 $80.3M
Silicon Valley Capital Partners 7.30% Reduce -0.8% 130,592 $80.2M
Western Wealth Management, LLC 3.68% Add +0.9% 129,938 $79.8M
EP Wealth Advisors, LLC 0.41% — 129,784 $79.7M
American Financial Advisors, LLC 10.28% Reduce -3.0% 129,656 $79.6M
Winthrop Advisory Group LLC 6.75% Reduce -4.8% 129,636 $79.6M
Bokf, NA 1.22% Add +0.3% 129,505 $79.6M
Consolidated Portfolio Review Corp 6.85% Add +1182.5% 129,059 $79.3M
HighPoint Advisor Group LLC 1.72% New 127,211 $78.1M
OVERSEA-CHINESE BANKING Corp Ltd 2.14% Add +12.3% 125,855 $77.4M
Ensign Peak Advisors, Inc 0.14% Reduce -34.5% 125,917 $77.4M
Prosperity Consulting Group, LLC 3.46% Add +22.3% 125,306 $77.0M
Intellus Advisors LLC 10.18% Reduce -0.1% 124,867 $76.7M
J.W. Cole Advisors, Inc. 1.85% Reduce -8.4% 181,038 $76.4M
Alphadyne Asset Management LP 7.62% Add +246.4% 124,128 $76.3M
Bank Hapoalim BM 6.85% Reduce -1.5% 124,072 $76.2M
AXS Investments LLC 26.07% Reduce -10.5% 123,226 $75.7M
Integrated Wealth Concepts LLC 0.90% Reduce -34.6% 122,824 $75.5M
Sigma Planning Corp 2.08% Add +2.9% 122,300 $75.2M
Wedbush Securities Inc. 2.18% Add +72.4% 121,326 $74.5M
Orion Porfolio Solutions, LLC 0.55% Add +0.1% 121,260 $74.5M
Level Four Advisory Services, LLC 2.43% Reduce -0.5% 120,926 $74.3M
King Wealth Management Group 8.91% Reduce -0.3% 120,279 $73.9M
Sand Hill Global Advisors, LLC 2.58% Reduce -8.7% 120,248 $73.9M
Sun Life Financial Inc. 3.87% Reduce -23.4% 119,980 $73.7M
Johnson Investment Counsel Inc. 0.60% Add +4.0% 119,215 $73.2M
Citizens Financial Group Inc. 0.98% Reduce -4.0% 119,032 $73.1M
Purpose Unlimited Inc. 3.38% — 118,767 $73.0M
Rollins Financial Advisors, LLC 10.69% Reduce -7.0% 118,531 $72.8M
Sowell Financial Services LLC 2.67% Add +1.4% 118,474 $72.8M
Scotia Capital Inc. 0.29% Add +13.8% 117,886 $72.4M
Main Management LLC 5.20% Reduce -0.5% 117,654 $72.3M
Intergy Private Wealth, LLC 21.32% Reduce -0.7% 115,030 $70.7M
Juniper Hill Capital Management LP 16.72% No change 113,987 $70.0M
Golden Reserve Retirement LLC 12.88% Add +16.8% 113,520 $69.7M
Beacon Capital Management, LLC 10.74% Reduce -9.3% 112,791 $69.3M
Div Capital Phoenix Assets Ltd 17.52% — 112,688 $69.2M
Fifth Third Securities, Inc. 4.49% Add +1.7% 111,738 $68.6M
Summit Financial, LLC 1.00% Reduce -1.3% 110,418 $67.8M
Sequoia Financial Advisors, LLC 0.38% Add +1.7% 109,159 $67.1M
Waverly Advisors, LLC 0.54% Add +8.8% 108,799 $66.8M
Presidio Capital Management, LLC 20.00% Reduce -0.7% 108,350 $66.6M
Embree Financial Group 8.18% Reduce -5.7% 108,248 $66.5M
Activest Wealth Management 12.36% Add +22.7% 107,678 $66.1M
Greenup Street Wealth Management LLC 9.51% Reduce -1.9% 107,228 $65.9M
Integrity Alliance, Llc. 2.41% Add +42.7% 107,031 $65.8M
GenTrust, LLC 2.85% Reduce -4.8% 106,978 $65.7M
Mackenzie Financial Corp. 0.08% Reduce -1.3% 106,161 $65.6M
Principal Financial Group Inc. 0.03% Reduce -1.2% 106,776 $65.6M
CoreCap Advisors, LLC 2.29% Reduce -3.1% 106,521 $65.4M
USA Financial Formulas 11.87% Reduce -2.3% 106,196 $65.2M
SWF LLC 6.52% No change 105,000 $64.5M
Kingsview Wealth Management, LLC 0.92% Add +2.0% 104,397 $64.1M
Gotham Asset Management 0.23% Add +0.5% 103,627 $63.7M
Walleye Capital LLC 0.39% Reduce -29.5% 103,378 $63.5M
180 GPS Investments IC Ltd 50.15% Add +544.6% 113,673 $63.4M
Y.D. More Investments Ltd 3.03% Reduce -20.2% 102,920 $63.2M
Sagespring Wealth Partners, LLC 1.14% Reduce -1.7% 102,243 $62.8M
Arax Advisory Partners 1.82% Reduce -59.2% 101,875 $62.6M
Bank of New York Mellon Corp 0.01% Add +4.2% 101,842 $62.6M
Marex Group Ltd 0.68% Reduce -14.3% 101,522 $62.4M
Northwest & Ethical Investments L.P. 1.40% New 101,500 $62.4M
Alliancebernstein L.P. 0.02% Add +7.6% 100,501 $61.7M
Serenus Wealth Advisors, LLC 11.93% Add +0.9% 108,909 $61.6M
Falcon Wealth Planning 5.18% Add +0.4% 100,195 $61.6M
Baker Avenue Asset Management, LP 1.42% Add +0.3% 100,053 $61.5M
Maven Securities LTD 7.81% Add +676.3% 100,000 $61.5M
Fusion Family Wealth, LLC 4.64% Reduce -1.8% 99,579 $61.2M
Essex Financial Services, Inc. 3.47% Reduce -0.7% 99,146 $60.9M
Ameritas Advisory Services, LLC 2.27% Reduce -3.3% 98,642 $60.6M
Nicholas Hoffman & Company, LLC. 1.38% Reduce -0.1% 97,048 $59.6M
HB Wealth Management, LLC 0.39% Add +2.3% 96,868 $59.5M
Alvarez & Marsal Private Wealth Partners, LLC 11.41% — 96,666 $59.4M
Wealthcare Advisory Partners LLC 1.17% Reduce -1.5% 96,619 $59.4M
IFP Advisors, Inc 1.33% Add +3.8% 96,489 $59.3M
Dakota Wealth Management 1.03% Add +26.5% 94,219 $57.9M
Ascent Wealth Partners, LLC 6.65% Reduce -1.0% 94,020 $57.8M
Portfolio Strategies, Inc. 6.68% Reduce -1.7% 93,969 $57.7M
McElhenny Sheffield Capital Management, LLC 14.01% Reduce -2.6% 93,692 $57.6M
AdvisorShares Investments LLC 9.57% Reduce -8.8% 93,375 $57.4M
Pacific Center for Financial Services 14.47% No change 94,535 $56.8M
Apollon Wealth Management, LLC 0.98% Add +1.4% 91,807 $56.4M
B & T Capital Management DBA Alpha Capital Management 7.94% Reduce -1.3% 91,702 $56.3M
World Investment Advisors 0.92% Add +34.0% 91,277 $56.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 10.97% Add +5.8% 90,881 $55.9M
Smithfield Trust Co 2.44% Reduce -3.0% 89,919 $55.2M
Virtus Wealth Solutions LLC 10.39% Reduce -21.5% 89,073 $54.7M
Manufacturers Life Insurance Company, The 0.04% Add +203.8% 88,127 $54.1M
Moment Partners, LLC 11.12% Add +1.4% 87,997 $54.1M
Mirae Asset Global Investments Co., Ltd. 0.15% Reduce -18.7% 87,982 $54.0M
IFG Advisory, LLC 2.36% Add +0.1% 87,972 $54.0M
Fortune 45 LLC 25.77% Add +4.2% 87,890 $53.9M
Parcion Private Wealth LLC 3.26% Reduce -4.2% 87,125 $53.5M
CJM Wealth Advisers, Ltd. 16.01% Reduce -1.5% 87,109 $53.5M
Affinity Wealth Management LLC 7.60% Reduce -0.3% 87,068 $53.5M
Pathstone Holdings, LLC 0.21% Add +18.6% 86,632 $53.2M
Humankind Investments LLC 23.85% No change 86,575 $53.2M
CIBC Asset Management Inc 0.13% Add +5.0% 86,339 $53.0M
Jacobi Capital Management LLC 3.07% Add +1.1% 86,276 $53.0M
AMG National Trust Bank 1.24% Reduce -1.2% 85,655 $52.6M
Vision Retirement, LLC 14.10% — 85,650 $52.6M
Belvedere Trading LLC 9.73% Reduce -38.9% 85,555 $52.6M
Gemsstock Ltd. 6.61% New 8,772 $52.5M
RFG Holdings, Inc. 12.92% Add +0.2% 83,900 $51.5M
Bleakley Financial Group, LLC 0.89% Add +19.3% 83,800 $51.5M
Evensky & Katz LLC 2.90% Reduce -3.6% 83,705 $51.4M
Greenwood Gearhart LLC 2.82% Add +0.1% 83,550 $51.3M
iA Global Asset Management Inc. 0.65% Reduce -24.5% 83,435 $51.3M
NTV Asset Management LLC 5.38% Add +0.7% 82,729 $50.8M
Old Mission Capital LLC 1.96% New 82,529 $50.7M
Trifecta Capital Advisors, LLC 7.49% Add +0.9% 82,448 $50.6M
PSI Advisors, LLC 12.63% Add +12.1% 89,688 $50.3M
Smith Chas P & Associates Pa Cpas 2.65% Add +62.6% 81,876 $50.3M
Copos Capital B.V. 34.92% — 81,366 $50.0M
Round Rock Advisors LLC 7.49% Add +0.6% 81,102 $49.8M
Arkadios Wealth Advisors 0.97% Add +8.7% 79,958 $49.1M
Socha Financial Group, LLC 23.94% Reduce -20.7% 79,857 $49.1M
Point72 Asset Management 0.08% New 79,738 $49.0M
Oxler Private Wealth LLC 14.14% Add +0.7% 79,504 $48.8M
Life Line Wealth Management LLC 14.36% Reduce -3.5% 79,166 $48.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.34% Add +10.6% 78,645 $48.6M
Wallace Hart LLC 35.32% Add +0.2% 78,013 $47.9M
Aragon Global Management, LP 14.54% No change 77,995 $47.9M
Edgestream Partners, L.P. 1.35% Reduce -30.1% 77,985 $47.9M
AE Wealth Management LLC 0.27% Add +2.1% 77,877 $47.8M
Segment Wealth Management, LLC 2.76% Reduce -0.4% 77,430 $47.6M
TD Waterhouse Canada Inc. 0.29% Add +2.5% 77,219 $47.4M
Capula Management Ltd 0.31% Reduce -85.6% 76,595 $47.1M
FORM Wealth Advisors, LLC 5.50% — 76,498 $47.0M
Safeguard Investment Advisory Group, LLC 12.02% Reduce -5.8% 76,498 $47.0M
McMillan Office, Inc. 5.66% — 76,481 $47.0M
Client First Capital LLC 20.00% Reduce -0.3% 76,219 $46.8M
Richmond Brothers, Inc. 29.77% Add +13.5% 76,170 $46.8M
Halter Ferguson Financial Inc. 10.19% Reduce -24.4% 75,240 $46.2M
Larson Financial Group LLC 1.54% Reduce -3.1% 74,962 $46.0M
Pinnacle Financial Partners, Inc. 0.35% — 74,843 $46.0M
Kingswood Wealth Advisors, LLC 2.22% Add +35.5% 74,679 $45.9M
Cantor Fitzgerald Investment Advisors L.P. 3.40% Reduce -5.0% 74,667 $45.9M
RIA Advisory Group LLC 11.10% Add +18.9% 74,660 $45.9M
Foster Victor Wealth Advisors, LLC 2.67% Add +121.4% 73,749 $45.8M
Kentucky Farm Bureau Mutual Insurance Co 12.33% Reduce -25.6% 74,388 $45.7M
Mine & Arao Wealth Creation & Management, LLC. 17.83% Reduce -1.1% 74,150 $45.6M
Kirkwood Financial Services 15.93% Add +4.1% 74,210 $45.5M
First Heartland Consultants, Inc. 3.44% Add +4.8% 73,919 $45.4M
Madrona Financial Services, LLC 9.58% Reduce -1.7% 72,973 $44.8M
Jaffetilchin Investment Partners, LLC 2.61% Add +1.9% 72,775 $44.7M
Cooper Financial Group 4.71% Reduce -18.7% 72,083 $44.3M
Tanglewood Wealth Management, Inc. 4.06% Reduce -9.0% 72,067 $44.3M
Horizon Wealth Management, LLC 6.86% Add +20.6% 71,884 $44.2M
Pacific Capital Wealth Advisors, Inc. 7.53% Add +2.5% 71,544 $44.0M
Impact Partnership Wealth, LLC 5.62% Add +5.6% 71,275 $43.8M
Kozak & Associates, Inc. 8.42% Reduce -1.7% 69,558 $43.6M
Financiere des Professionnels - Fonds d'investissement inc. 2.47% No change 70,750 $43.5M
TD Private Client Wealth LLC 0.92% Reduce -8.4% 70,440 $43.3M
Westwood Holdings Group Inc. 0.36% Add +5.5% 70,311 $43.2M
Private Advisory Group LLC 3.39% Add +2.7% 70,034 $43.0M
DV Trading LLC 3.71% — 69,670 $42.8M
Money Concepts Capital Corp. 2.38% New 69,207 $42.5M
PFG Advisors 2.06% Reduce -22.0% 69,197 $42.5M
Betterment LLC 0.08% Reduce -1.9% 69,148 $42.5M
Geneos Wealth Management Inc. 1.04% Add +5.0% 68,980 $42.4M
Harel Insurance Investments & Financial Services Ltd. 0.37% Reduce -5.5% 68,947 $42.4M
Valence8 US LP 12.52% Reduce -8.2% 68,788 $42.3M
Mutual Advisors, LLC 0.90% Add +2.1% 68,638 $42.2M
One Capital Management, LLC 1.27% Reduce -1.6% 68,429 $42.0M
Great Valley Advisor Group, Inc. 0.81% Add +3.1% 68,359 $42.0M
Gratus Wealth Advisors, LLC 5.81% Reduce -0.2% 68,255 $41.9M
Bawa N Mallick Trust 15.44% Add +0.0% 67,677 $41.6M
Klingenstein Fields & Co. LP 1.55% Reduce -0.8% 67,352 $41.4M
Tucker Asset Management LLC 12.03% Add +3.7% 67,249 $41.3M
Richmond Investment Services, LLC 7.14% Add +3.1% 67,207 $41.3M
Aft, Forsyth & Sober, LLC 12.49% No change 67,125 $41.2M
Regions Financial Corp. 0.26% Add +0.7% 67,050 $41.2M
Dynamic Advisor Solutions LLC 1.31% Reduce -6.9% 66,491 $40.8M
Pilgrim Partners Asia Pte Ltd 19.58% Add +1.5% 66,200 $40.7M
Lodestar Private Asset Management LLC 4.08% Reduce -2.2% 66,190 $40.7M
Investor's Fiduciary Advisor Network, LLC 8.72% Add +273.6% 66,167 $40.6M
Arkansas Financial Group, Inc. 5.86% Add +11.7% 66,112 $40.6M
Nwam LLC 2.26% Add +0.1% 65,200 $40.5M
Thryve Wealth Management LLC 20.05% — 65,958 $40.5M
Goldstone Financial Group, LLC 4.44% Add +3.4% 64,794 $39.8M
Whittier Trust Co. of Nevada Inc. 0.83% Add +3.1% 63,842 $39.8M
Pinnacle Wealth Management Advisory Group, LLC 2.74% Add +0.1% 64,746 $39.8M
IFG Advisors, LLC 6.62% Reduce -3.4% 64,700 $39.7M
Altus Wealth Management, LLC 17.05% Reduce -3.4% 64,389 $39.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.30% Add +4.3% 64,298 $39.5M
U.S. Capital Wealth Advisors, LLC 1.03% Add +0.4% 64,283 $39.5M
Tidal Investments LLC 0.17% Add +14.5% 64,217 $39.4M
HWG Holdings LP 9.45% Reduce -1.8% 63,515 $39.0M
Peak Planning Group, LLC 10.91% Add +65.3% 63,202 $38.9M
ING Groep NV 0.23% No change 62,369 $38.3M
Georgetown University 15.07% Add +0.2% 61,617 $37.9M
Chokshi & Queen Wealth Advisors, Inc 19.77% Add +1.4% 61,589 $37.8M
Kennicott Capital Management LLC 18.31% Add +0.8% 61,468 $37.8M
Carnegie Mellon University 42.04% Add +0.1% 61,106 $37.5M
Transamerica Financial Advisors, LLC 3.13% Reduce -7.0% 61,040 $37.5M
Fortis Capital Advisors, LLC 5.53% Add +1.1% 60,972 $37.5M
Sanders Morris Harris LLC 57.75% Reduce -76.5% 59,900 $37.4M
International Assets Investment Management, LLC 2.56% Add +0.8% 60,718 $37.3M
Certified Advisory Corp 3.40% Add +1.6% 60,657 $37.3M
Caprock Group, LLC 0.79% Add +4.6% 60,628 $37.2M
Briaud Financial Planning Inc 9.14% Reduce -0.2% 60,414 $37.1M
EMC Capital Management 16.36% Add +0.6% 59,149 $36.8M
Texas Yale Capital Corp. 1.11% Reduce -0.5% 59,460 $36.5M
Calton & Associates, Inc. 5.36% Add +1.0% 59,371 $36.5M
FF Advisors,LLC 16.19% Add +0.2% 59,153 $36.3M
Wilmar Advisors LLC 28.31% No change 59,000 $36.2M
Strategic Advocates LLC 9.26% Add +3.1% 58,429 $36.2M
KCM Investment Advisors LLC 1.16% Add +0.5% 58,725 $36.1M
Circle Wealth Management, LLC 0.55% Add +6.4% 58,091 $35.7M
Banque Cantonale Vaudoise 1.27% Add +19.1% 57,901 $35.6M
Connecticut Wealth Management, LLC 1.54% Reduce -1.0% 57,844 $35.5M
Ausdal Financial Partners, Inc. 1.64% Reduce -4.6% 57,423 $35.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -34.9% 57,416 $35.3M
Roundview Capital LLC 2.16% Add +1.8% 57,144 $35.1M
Northern Capital Management, Inc. 18.54% Reduce -1.5% 57,126 $35.1M
Savant Capital, LLC 0.20% Add +36.8% 57,093 $35.1M
TCP Asset Management, LLC 5.90% Add +3.0% 57,024 $35.0M
Integrated Advisors Network LLC 1.55% Add +9.4% 56,834 $34.9M
HBW Advisory Services LLC 3.77% Reduce -2.1% 56,535 $34.7M
Benjamin Edwards Inc. 0.38% Add +0.7% 56,355 $34.6M
Royal Fund Management, LLC 3.16% Add +174.2% 55,985 $34.5M
Harvest Investment Advisors, LLC 19.51% Reduce -1.2% 56,042 $34.4M
DHJJ Financial Advisors, Ltd. 11.38% Reduce -2.5% 55,757 $34.3M
Greenwich Wealth Management LLC 1.52% Add +12.9% 55,647 $34.2M
NRI Wealth Management LC 17.43% Reduce -0.5% 55,622 $34.2M
Regal Investment Advisors LLC 2.04% Reduce -11.7% 55,585 $34.1M
Commonwealth Financial Services, LLC 5.61% Reduce -0.5% 55,348 $34.0M
Insigneo Advisory Services, LLC 2.43% Reduce -8.6% 55,123 $33.9M
Kovack Advisors, Inc. 1.61% Add +31.9% 54,997 $33.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.18% Reduce -21.6% 54,629 $33.6M
Neuberger Berman Group LLC 0.02% Reduce -2.4% 54,467 $33.5M
Snowden Capital Advisors LLC 0.87% Add +3.0% 54,457 $33.5M
OneDigital Investment Advisors LLC 0.33% Reduce -13.8% 54,424 $33.4M
Clarity Wealth Advisors, LLC 6.82% Reduce -0.4% 54,388 $33.4M
Callan Family Office, LLC 0.72% Add +405.8% 54,205 $33.3M
Braeburn Wealth Management LLC 17.00% — 54,183 $33.3M
VestGen Advisors, LLC 1.41% Reduce -69.9% 53,939 $33.1M
Commerce Bank 0.18% Add +2.3% 53,925 $33.1M
Bessemer Group Inc. 0.05% Add +10.9% 53,912 $33.1M
Silverleafe Capital Partners, LLC 9.84% Add +0.1% 53,892 $33.1M
Choreo, LLC 0.42% Add +0.4% 53,158 $33.0M
Financial Engines Advisors L.L.C. 0.06% Reduce -25.2% 53,495 $32.9M
Davidson Capital Management Inc. 7.11% Add +1.6% 53,487 $32.9M
Redwood Investment Management, LLC 3.68% Add +5.2% 53,351 $32.8M
Investment Advisory Services Inc. /TX 10.23% Add +0.4% 53,233 $32.7M
Axxcess Wealth Management, LLC 0.58% Add +23.7% 52,774 $32.4M
Banco Santander, S.A. 0.24% Add +1.3% 52,733 $32.4M
Wilmington Savings Fund Society, FSB 0.76% Reduce -0.9% 52,705 $32.4M
Pps&v Asset Management Consultants, Inc. 18.74% Reduce -2.9% 52,544 $32.3M
AJ Advisors, LLC 11.88% Add +4.2% 52,392 $32.2M
Nations Financial Group Inc, /Ia/ 1.69% Add +9.1% 52,302 $32.1M
Valeo Financial Advisors, LLC 0.71% Reduce -3.0% 52,227 $32.1M
Financial Life Planners 22.98% Add +2.3% 52,111 $32.0M
Centaurus Financial, Inc. 1.46% Reduce -9.6% 52,049 $32.0M
Kiley Juergens Wealth Management, LLC 6.92% Add +0.5% 51,964 $31.9M
Seal Cove Capital, LLC 29.45% — 51,363 $31.6M
Harfst & Associates, Inc. 5.67% Reduce -3.3% 51,219 $31.5M
Envestnet Portfolio Solutions, Inc. 0.11% Add +13.0% 51,066 $31.4M
SCS Capital Management LLC 0.33% Reduce -2.6% 51,044 $31.4M
TTP Investments, Inc. 10.24% Reduce -18.3% 50,994 $31.3M
Onyx Bridge Wealth Group LLC 3.33% Add +0.1% 50,945 $31.3M
AtlasMark Financial, Inc 20.21% Add +2.0% 50,930 $31.3M
Resolute Advisors LLC 10.20% Reduce -1.1% 50,898 $31.3M
Wealthspire Retirement, LLC 1.90% Reduce -5.8% 50,819 $31.2M
Focus Partners Wealth 0.04% Add +1007.2% 50,322 $30.9M
Sovereign Investment Advisors, LLC 7.73% Add +6762.6% 50,303 $30.9M
Moneta Group Investment Advisors LLC 0.23% Add +31.4% 50,082 $30.8M
Ground Swell Capital, LLC 63.28% New 50,000 $30.7M
Parallel Advisors, LLC 0.56% Reduce -1.5% 49,960 $30.7M
FineMark National Bank & Trust 0.96% Add +5.3% 49,925 $30.7M
Fairfield Financial Advisors, LTD 9.96% Reduce -0.7% 49,763 $30.6M
Jmac Enterprises LLC 5.81% Add +0.7% 49,521 $30.4M
Clear Creek Financial Management, LLC 2.46% Reduce -2.3% 49,031 $30.1M
Blue Zone Wealth Advisors, LLC 5.76% Add +9.3% 49,017 $30.1M
Pine Valley Investments Ltd Liability Co 1.50% Add +2.1% 48,965 $30.1M
Kwmg, LLC 2.59% Reduce -3.9% 48,948 $30.1M
Banta Asset Management LP 27.32% — 48,777 $30.0M
Cercano Management LLC 1.13% Reduce -14.4% 48,739 $29.9M
MBE Wealth Management, LLC 12.49% Reduce -1.2% 48,556 $29.8M
Avestar Capital, LLC 2.05% Reduce -3.8% 48,555 $29.8M
American Trust 2.50% Add +1.8% 48,495 $29.8M
Virtue Capital Management, LLC 4.58% Add +439.8% 48,429 $29.7M
RFG Advisory, LLC 0.55% Reduce -19.7% 47,902 $29.4M
Wealth Group Ltd 6.58% Add +20.0% 47,891 $29.4M
Conservest Capital Advisors, Inc. 2.65% Reduce -0.9% 47,852 $29.4M
PKS Advisory Services, LLC 6.65% Reduce -0.6% 47,434 $29.1M
Allianz Asset Management GmbH 0.03% Add +9.1% 46,966 $28.9M
Thoroughbred Financial Services, LLC 1.71% Add +0.0% 46,954 $28.8M
Sanchez Wealth Management Group 6.15% Reduce -7.9% 46,812 $28.8M
Capital Advisors Wealth Management, LLC 3.91% Add +1.9% 46,767 $28.7M
BostonPremier Wealth LLC 14.70% Add +25.9% 46,701 $28.7M
Cerro Pacific Wealth Advisors LLC 7.73% Add +6.2% 46,658 $28.7M
Amundi 0.01% Reduce -58.3% 46,621 $28.6M
Diesslin Group, Inc. 11.35% — 46,440 $28.5M
Flputnam Investment Management Co. 0.41% Add +3.5% 46,432 $28.5M
Balanced Wealth Group LLC 10.42% Reduce -0.8% 47,199 $28.5M
Darrow Company, Inc. 12.77% Add +0.1% 46,260 $28.4M
Scott Capital Advisors, LLC 6.28% Reduce -1.1% 46,126 $28.3M
Hudock, Inc. 4.17% Reduce -1.7% 46,115 $28.3M
B. Riley Wealth Advisors, Inc. 1.34% Add +1.1% 45,978 $28.2M
Coyle Financial Counsel LLC 6.04% Add +5.8% 45,972 $28.2M
Burns J W & Co. Inc. 3.13% Reduce -1.3% 45,959 $28.2M
Balance Wealth Partners LLC 9.04% Reduce -61.1% 45,849 $28.2M
Obermeyer Wealth Partners 1.29% Reduce -0.8% 45,798 $28.1M
Ellis Investment Partners, LLC 4.88% Add +2.0% 45,576 $28.0M
Archer Investment Corp 6.31% Reduce -5.7% 45,497 $27.9M
Stratos Wealth Advisors, LLC 1.35% Add +4.4% 45,471 $27.9M
Credit Agricole S A 0.08% Reduce -64.1% 45,273 $27.8M
New Perspectives, Inc 9.61% Reduce -2.3% 45,106 $27.7M
Amplius Wealth Advisors, LLC 2.32% Add +1.9% 45,065 $27.7M
Bluefin Capital Management, LLC 7.81% Add +32.1% 45,020 $27.7M
Fairway Wealth LLC 7.43% Add +0.5% 44,870 $27.6M
Pinkerton Wealth, LLC 2.83% Add +4.8% 44,868 $27.6M
Fortis Group Advisors, LLC 4.62% Reduce -5.2% 44,300 $27.5M
Evolution Wealth Advisors, LLC 2.77% Reduce -0.2% 44,808 $27.5M
Bridgewater Advisors Inc. 1.78% Add +0.4% 44,663 $27.5M
Crestwood Advisors Group, LLC 0.46% Add +47.9% 44,793 $27.5M
Principal Securities, Inc. 0.42% Add +1.5% 44,534 $27.4M
WealthCare Investment Partners, LLC 7.96% Reduce -0.7% 44,536 $27.3M
GenWealth Group, Inc. 4.65% Add +4.9% 43,713 $27.3M
Flagship Wealth Advisors, LLC 7.89% Add +5.5% 44,161 $27.1M
Sachetta, LLC 14.85% Reduce -3.4% 44,158 $27.1M
MIG Capital, LLC 4.59% No change 44,019 $27.0M
Park Avenue Securities LLC 0.23% Add +6.9% 43,943 $27.0M
Asset One Wealth Management LLC 3.69% — 43,072 $27.0M
Glenmede Trust Co. NA 0.13% — 43,849 $26.9M
Eagle Global Advisors LLC 0.99% Add +0.7% 43,435 $26.7M
Antonelli Financial Advisors, LLC 17.53% Reduce -2.1% 43,392 $26.7M
Trinity Wealth Management, LLC 9.81% Add +26.3% 43,347 $26.6M
Shulman DeMeo Asset Management LLC 6.04% Reduce -0.7% 43,328 $26.6M
Foster Group, Inc. 0.80% Reduce -0.2% 43,142 $26.5M
KilterHowling LLC 13.36% Add +1.5% 42,893 $26.3M
QVT Financial LP 2.53% New 42,810 $26.3M
Platt Investment Counsel, LLC 19.41% Reduce -0.9% 42,755 $26.3M
CRA Financial Services, LLC 3.44% Add +1.1% 42,735 $26.3M
Garde Capital, Inc. 1.55% Add +21.3% 42,662 $26.2M
Warwick Investment Management, Inc. 4.04% Add +14.8% 42,638 $26.2M
Rye Brook Capital LLC 24.43% Reduce -5.7% 42,555 $26.1M
Certuity, LLC 1.63% Reduce -0.8% 42,250 $26.0M
First National Bank of Omaha 0.77% Add +255.2% 41,898 $25.9M
Triton Wealth Management, PLLC 9.68% Add +28.0% 41,906 $25.7M
Mgo One Seven LLC 0.52% Add +10.8% 41,835 $25.7M
TruWealth Advisors, LLC 1.26% Reduce -2.1% 41,825 $25.7M
Parisi Gray Wealth Management 5.82% Add +0.5% 41,768 $25.7M
Prudent Investors Network, Inc. 5.85% Reduce -2.3% 41,480 $25.5M
Retirement Planning Group, LLC 0.83% Reduce -4.6% 41,247 $25.3M
Robertson Stephens Wealth Management, LLC 0.71% Add +12.9% 41,245 $25.3M
Cornerstone Wealth Management, LLC 1.31% Reduce -0.3% 41,018 $25.2M
Nuveen, LLC 0.01% New 41,000 $25.2M
Spinnaker Trust 1.35% Add +1.1% 40,931 $25.1M
MidFirst Bank 2.00% — 40,781 $25.1M
Ashton Thomas Private Wealth, LLC 0.61% Reduce -1.8% 40,627 $25.0M
KPP Advisory Services LLC 3.62% Reduce -2.0% 40,581 $24.9M
Chicago Partners Investment Group LLC 0.61% Add +6.2% 40,012 $24.9M
Cedar Mountain Advisors, LLC 4.80% Reduce -0.6% 40,507 $24.9M
Moore Capital Management, LP 0.53% Add +1.1% 40,438 $24.8M
Asset Management Group, Inc. 4.00% Add +0.0% 40,299 $24.8M
GC Wealth Management RIA, LLC 0.91% Add +5.2% 40,182 $24.7M
Washburn Capital Management, Inc. 13.52% Reduce -0.4% 39,980 $24.6M
JT Stratford LLC 3.16% Add +19.8% 39,884 $24.5M
Wealth Management Partners, LLC 6.98% Reduce -0.1% 39,783 $24.4M
Lake Street Private Wealth, LLC 3.00% Add +2.5% 39,764 $24.4M
Penserra Capital Management LLC 0.29% Reduce -40.7% 39,731 $24.4M
LifeSteps Financial, Inc. 15.62% Reduce -1.9% 39,721 $24.4M
Verition Fund Management LLC 0.14% Reduce -80.4% 39,666 $24.4M
Equitable Trust Co. 1.09% Add +0.2% 39,650 $24.4M
Capital Management Associates, Inc 5.38% Add +4.6% 39,600 $24.3M
Peak Retirement Planning, Inc. 5.68% Add +2090.0% 39,463 $24.2M
Generali Investments CEE, investicni spolecnost, a.s. 1.70% Add +2.3% 39,380 $24.2M
Vontobel Holding Ltd. 0.08% Reduce -4.1% 39,305 $24.1M
Cassaday & Co Wealth Management LLC 0.50% Add +0.4% 38,864 $23.9M
Freestone Capital Holdings, LLC 0.70% Add +3.1% 38,673 $23.8M
Wealth Quarterback LLC 8.53% Add +30.3% 38,557 $23.7M
Beacon Financial Planning, Inc. 11.39% Reduce -0.3% 38,448 $23.6M
Peterson Wealth Management 17.54% Add +44.0% 38,430 $23.6M
Sunbelt Securities, Inc. 1.56% Add +3.0% 38,127 $23.4M
Transcend Capital Advisors, LLC 1.82% Add +0.9% 38,079 $23.4M
Bulltick Wealth Management, LLC 4.97% Add +429.1% 38,044 $23.4M
SOL Capital Management CO 2.10% Add +2.5% 37,990 $23.3M
SAM Advisors, LLC 7.37% Reduce -2.6% 37,924 $23.3M
PGIM Custom Harvest LLC 0.34% Reduce -8.4% 37,900 $23.3M
Bank Pictet & Cie (Europe) AG 0.46% Reduce -22.6% 37,941 $23.2M
Penobscot Investment Management Company, Inc. 1.74% Reduce -2.1% 37,636 $23.1M
PFG Investments, LLC 1.08% Add +16.7% 37,435 $23.0M
VVR Holdings LLC 11.90% — 37,257 $22.9M
Magnolia Capital Management Ltd. 16.95% Reduce -0.2% 37,087 $22.8M
Family Capital Management, Inc. 10.06% Add +0.8% 36,863 $22.6M
Yeomans Consulting Group, Inc. 6.63% Add +24.7% 36,854 $22.6M
Crescent Grove Advisors, LLC 2.15% Reduce -1.0% 36,814 $22.6M
Steinberganna Wealth Management 10.56% Add +4.6% 36,681 $22.5M
Savvy Advisors, Inc. 0.73% Add +38.6% 36,666 $22.5M
Green Ridge Wealth Planning LLC 11.48% — 36,540 $22.4M
Bar Harbor Wealth Management 1.29% Reduce -0.0% 36,400 $22.4M
Running Point Capital Advisors, LLC 6.09% Reduce -3.4% 36,344 $22.3M
Joel Isaacson & Co., LLC 0.73% Add +4.9% 36,033 $22.1M
JBF Capital, Inc. 3.20% Reduce -21.7% 36,000 $22.1M
Sovereign Financial Group, Inc. 3.92% Add +0.2% 35,802 $22.0M
Ameritas Investment Partners, Inc. 0.67% Reduce -40.9% 35,775 $22.0M
Quattro Financial Advisors LLC 6.56% Reduce -0.3% 35,757 $22.0M
Pioneer Family Office, LLC 14.83% — 35,732 $22.0M
Apella Capital, LLC 0.43% Reduce -5.7% 35,719 $21.9M
Truvestments Capital LLC 3.98% Reduce -4.7% 35,629 $21.9M
Founders Financial Securities LLC 1.29% Add +5.3% 35,606 $21.9M
Dumont & Blake Investment Advisors LLC 5.24% Reduce -2.4% 35,466 $21.8M
Greenberg Financial Group 8.94% — 35,342 $21.7M
Granville Capital, Inc. 11.49% — 35,238 $21.6M
First United Bank & Trust 6.91% Add +0.5% 35,229 $21.6M
Schnieders Capital Management, Llc. 3.38% Reduce -7.1% 35,189 $21.6M
Marshall Wace, LLP 0.02% Add +476.1% 35,181 $21.6M
Eagle Capital Management, LLC 7.83% Add +0.0% 35,027 $21.5M
Cantor Fitzgerald, L. P. 0.64% No change 35,000 $21.5M
Mission Wealth Management, LP 0.44% Reduce -3.4% 34,976 $21.5M
Pine Harbor Wealth Management, LLC 6.58% Add +3.6% 34,962 $21.5M
Three Bridge Wealth Advisors, LLC 5.63% Add +3.0% 34,780 $21.4M
Tradition Wealth Management, LLC 1.53% Reduce -0.3% 34,679 $21.3M
Natixis Advisors, LLC 0.03% Add +2.4% 34,643 $21.3M
TrustBank 8.87% — 34,612 $21.3M
StoneX Group Inc. 0.92% Reduce -33.1% 34,309 $21.1M
Granite Harbor Advisors, Inc. 8.90% Add +1.3% 34,312 $21.1M
Summit Wealth Partners, LLC 3.89% Reduce -13.9% 34,285 $21.1M
NewEdge Wealth, LLC 0.24% Add +36.8% 34,261 $21.0M
CV Advisors LLC 5.37% New 34,250 $21.0M
Focus Partners Advisor Solutions, LLC 0.26% Reduce -15.9% 34,152 $21.0M
Gouws Capital LLC 11.08% Reduce -24.2% 34,123 $21.0M
Evergreen Capital Management LLC 0.47% Add +3.5% 34,082 $20.9M
O'shaughnessy Asset Management, LLC 0.11% Add +8.9% 33,561 $20.6M
FWG Holdings, LLC 7.81% Reduce -2.6% 33,082 $20.6M
Heritage Oak Wealth Advisors LLC 7.60% Add +15.3% 33,472 $20.6M
AlphaCore Capital LLC 0.46% Add +80.0% 33,392 $20.5M
Golden State Wealth Management, LLC 2.16% Add +0.1% 33,327 $20.5M
Capital Advisors, Ltd. LLC 2.30% Add +1.9% 33,180 $20.4M
Gladstone Institutional Advisory LLC 0.77% Reduce -3.9% 33,137 $20.4M
Migdal Insurance & Financial Holdings Ltd. 0.17% Add +3.3% 33,113 $20.4M
Gerber Kawasaki Wealth & Investment Management 0.71% Add +16.9% 33,080 $20.3M
Momentum Wealth Planning, LLC 16.04% Add +4.6% 31,800 $20.2M
Assetmark, Inc. 0.04% Add +18.0% 32,917 $20.2M
Red Wave Investments LLC 6.01% Reduce -1.6% 32,903 $20.2M
Connective Capital Management, LLC 11.80% Add +34.6% 32,694 $20.1M
Accurate Wealth Management, LLC 2.54% Reduce -1.2% 31,982 $20.0M
WCG Wealth Advisors LLC 0.56% Add +47.8% 32,615 $20.0M
True Freedom Investing, LLC 1.36% Add +50.9% 32,588 $20.0M
Global Wealth Management Investment Advisory, Inc. 3.20% Add +1.7% 32,466 $19.9M
Capital Advisory Group Advisory Services, LLC 5.84% Reduce -0.2% 32,327 $19.9M
Destiny Capital Corp 10.20% Add +2.2% 32,266 $19.8M
USAdvisors Wealth Management, LLC 6.53% Add +0.4% 32,242 $19.8M
Syntegra Private Wealth Group, LLC 1.81% Reduce -0.8% 32,103 $19.7M
Private Wealth Partners, LLC 1.39% Reduce -20.5% 31,952 $19.6M
Quattro Advisors LLC 15.67% — 31,899 $19.6M
JB Capital LLC 0.80% Add +1.0% 31,852 $19.6M
Keybank National Association 0.07% Reduce -8.5% 31,791 $19.5M
Kelsey Financial, LLC 16.72% — 31,687 $19.5M
Powell Investment Advisors, LLC 6.68% Add +1.5% 31,564 $19.4M
Consilio Wealth Advisors, LLC 5.65% Reduce -4.2% 31,445 $19.3M
David J Yvars Group 10.30% Add +10.6% 31,431 $19.3M
Prostatis Group LLC 4.61% Reduce -2.9% 31,413 $19.3M
ICG Advisors, LLC 52.08% — 31,282 $19.3M
Fox Financial, Inc 15.32% Reduce -3.4% 31,284 $19.2M
Koshinski Asset Management, Inc. 1.24% Reduce -1.4% 31,252 $19.2M
Droms Strauss Advisors Inc. /Mo/ 5.05% Reduce -2.2% 31,252 $19.2M
Grandview Asset Management LLC 5.26% Add +9.7% 31,244 $19.2M
Albion Financial Group 1.19% Add +0.1% 31,225 $19.2M
Kropog Financial Group, LLC 14.84% Add +0.6% 31,195 $19.2M
D'Orazio & Associates, Inc. 2.45% Reduce -1.8% 31,189 $19.2M
E&G Advisors, LLC 4.28% Add +3.4% 31,131 $19.1M
Mattern Wealth Management LLC 3.68% Reduce -0.3% 31,130 $19.1M
Avondale Wealth Management 9.80% Reduce -6.9% 31,022 $19.1M
Financial Enhancement Group LLC 2.48% Reduce -34.0% 30,911 $19.0M
Lee Financial Co 2.57% Reduce -2.1% 31,008 $19.0M
Financial Guidance Group, Inc. 7.74% Add +2.5% 30,788 $18.9M
Proathlete Wealth Management LLC 5.15% Add +2.9% 30,646 $18.9M
Bensler, LLC 1.89% Add +4.4% 30,670 $18.8M
Raelipskie Partnership 7.88% Reduce -0.9% 30,579 $18.8M
Founders Capital Management 9.73% Reduce -0.4% 30,509 $18.7M
Sigma Investment Counselors Inc. 0.95% Add +14.2% 30,495 $18.7M
MGB Wealth Management, LLC 5.35% Add +3.0% 30,432 $18.7M
Whittier Trust Co. 0.20% Add +1.9% 29,996 $18.7M
Dimension Capital Management LLC 2.62% Reduce -2.2% 30,410 $18.7M
Crew Capital Management, Ltd 11.78% Add +4.2% 30,408 $18.7M
RD Finance Ltd 18.85% New 30,350 $18.6M
Intrust Bank NA 1.54% Reduce -0.4% 30,322 $18.6M
Chaney Capital Management, Inc. 6.41% Add +0.2% 30,234 $18.6M
Rathbones Group PLC 0.07% Add +5.5% 30,226 $18.6M
PW Nova Financial Services LLC 7.01% — 30,193 $18.5M
Westside Investment Management, Inc. 2.96% Reduce -1.9% 30,105 $18.5M
HUB Investment Partners, LLC 0.50% Add +10.1% 30,090 $18.5M
ETF Portfolio Partners, Inc. 4.77% Add +1.1% 30,077 $18.5M
Cordoba Advisory Partners LLC 4.56% — 30,034 $18.5M
Spire Wealth Management 0.62% Reduce -5.6% 29,910 $18.4M
Cannon Capital Management, Inc. 16.11% — 29,822 $18.3M
Invst, LLC 1.99% Add +0.1% 29,772 $18.3M
Fischer Financial Services, Inc. 4.84% Add +2.8% 29,759 $18.3M
WealthBridge Capital Management, LLC 4.16% Add +11.4% 29,755 $18.3M
Coastline Trust Co 1.72% Add +2.5% 29,717 $18.3M
Thrive Capital Management, LLC 4.05% Add +49.6% 29,621 $18.2M
Little Harbor Advisors, LLC 9.38% Add +14.9% 29,614 $18.2M
Mesirow Financial Investment Management, Inc. 0.37% Reduce -9.3% 29,559 $18.2M
BXM Wealth LLC 13.99% Add +1744.8% 219,962 $18.1M
Vivid Wealth Management, LLC 7.03% Reduce -0.2% 29,451 $18.1M
Lauer Wealth, LLC 13.71% Reduce -0.9% 29,111 $18.1M
Ballentine Partners, LLC 0.25% Reduce -1.5% 29,277 $18.0M
Townsend Asset Management Corp. /NC/ 6.33% Reduce -3.2% 29,228 $18.0M
DT Investment Partners, LLC 1.47% No change 28,984 $17.8M
Smith, Moore & Co. 1.34% Add +3.1% 28,884 $17.7M
Bison Wealth, LLC 1.99% Reduce -36.3% 30,427 $17.7M
Cavalier Investments, LLC 5.49% Add +50.8% 28,733 $17.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.05% Reduce -4.6% 28,644 $17.6M
Silvercrest Asset Management Group LLC 0.12% Reduce -1.6% 28,586 $17.6M
Simmons Bank 1.17% Reduce -0.8% 28,554 $17.5M
Enzi Wealth 6.15% Add +163.9% 28,171 $17.5M
Sound View Wealth Advisors Group, LLC 1.17% Reduce -5.3% 28,380 $17.4M
Garner Asset Management Corp 6.68% Add +7.1% 28,321 $17.4M
Cornerstone Planning Group LLC 2.71% Reduce -15.3% 27,439 $17.4M
Compound Planning, Inc. 0.51% Reduce -12.3% 28,243 $17.4M
Signature Estate & Investment Advisors LLC 0.35% Reduce -2.5% 28,140 $17.3M
Carbahal Olsen Financial Services Group, LLC 13.25% Reduce -2.5% 28,093 $17.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% Add +4.5% 28,078 $17.2M
J Hagan Capital, Inc. 9.54% Add +50.4% 28,063 $17.2M
Main Street Financial Solutions, LLC 1.29% Reduce -16.4% 28,016 $17.2M
Acorn Financial Advisory Services Inc. 2.54% Reduce -0.7% 28,004 $17.2M
Traction Financial Partners, LLC 10.17% Reduce -0.1% 27,932 $17.2M
Pinnacle Family Advisors, LLC 7.52% Reduce -15.9% 27,831 $17.1M
Sheets Smith Wealth Management 1.87% Add +13.7% 27,735 $17.0M
Adaptive Financial Consulting, LLC 6.61% Add +1.7% 27,649 $17.0M
FFT Wealth Management LLC 3.23% Reduce -1.0% 27,578 $16.9M
Seros Financial, LLC 9.92% Add +2.8% 27,523 $16.9M
jvl associates llc 5.48% Reduce -9.5% 27,425 $16.8M
Fidelis Wealth Advisors LLC 24.32% — 27,311 $16.8M
Advisortrust Partners, LLC 7.35% — 27,245 $16.7M
Capital Investment Advisors, LLC 0.25% Reduce -0.2% 27,216 $16.7M
Louisiana State Employees Retirement System 0.29% Add +53.7% 27,200 $16.7M
SeaCrest Wealth Management, LLC 1.69% Reduce -1.9% 26,728 $16.7M
Chris Bulman Inc 7.36% Add +11.9% 27,093 $16.6M
Drucker Wealth 3.0, LLC 2.92% Add +6.3% 27,028 $16.6M
Marshall Financial Group, LLC 3.22% Reduce -1.6% 27,001 $16.6M
Benin Management CORP 3.70% Add +1.9% 26,994 $16.6M
Atlas Private Wealth Advisors 3.87% Add +5.5% 26,946 $16.6M
Trek Financial, LLC 0.96% Add +98.5% 26,896 $16.5M
EverSource Wealth Advisors, LLC 0.61% Add +5.0% 26,875 $16.5M
Wedmont Private Capital 0.57% Add +0.8% 26,349 $16.4M
360 Financial, Inc. 4.97% New 26,753 $16.4M
Outlook Wealth Advisors, LLC 3.70% Reduce -1.1% 26,657 $16.4M
Institute for Wealth Management, LLC. 1.73% Reduce -5.7% 26,608 $16.3M
Vista Cima Wealth Management LLC 13.61% Add +1.7% 26,565 $16.3M
Verus Capital Partners, LLC 1.09% Add +20.1% 26,546 $16.3M
NFSG Corp 2.52% Add +12.3% 26,423 $16.2M
Atlatl Advisers LLC 6.20% Add +38.3% 26,344 $16.2M
Tiaa Trust, National Association 0.04% Add +1.9% 26,278 $16.1M
Cary Street Partners Financial LLC 0.40% Add +1.1% 26,243 $16.1M
Bay Capital Advisors, LLC 9.83% Add +2.2% 26,227 $16.1M
Spectrum Wealth Advisory Group, LLC 5.89% Reduce -6.1% 26,083 $16.0M
Mechanics Bank Trust Department 2.10% Reduce -0.3% 26,052 $16.0M
Tepp RIA, LLC 15.84% Add +4.5% 26,045 $16.0M
Hudson Bay Capital Management LP 0.10% Reduce -60.6% 26,032 $16.0M
Estate Planners Group, LLC 6.92% — 25,985 $16.0M
Caliber Wealth Management, LLC / KS 1.71% Reduce -4.0% 25,891 $15.9M
Legacies Wealth LLC 8.97% Add +167.7% 25,848 $15.9M
Refined Wealth Management 10.60% Add +4.7% 25,626 $15.7M
Brindle & Bay Financial Advisors, LLC 10.47% — 25,599 $15.7M
Flagship Harbor Advisors, LLC 0.74% Add +67.2% 25,577 $15.7M
Continuum Advisory, LLC 1.57% Reduce -2.9% 25,554 $15.7M
Pettyjohn, Wood & White, Inc. 2.46% Add +3.3% 25,519 $15.7M
Wesbanco Bank Inc. 0.43% Add +3.5% 25,478 $15.7M
LJI Wealth Management, LLC 2.39% Reduce -0.2% 25,460 $15.6M
Buska Wealth Management, LLC 5.78% Reduce -21.8% 25,457 $15.6M
Financial Insights, Inc. 5.23% Add +2.3% 25,425 $15.6M
Rwa Wealth Partners, LLC 0.17% Reduce -62.2% 25,370 $15.6M
National Philanthropic Trust 0.15% Add +49.1% 25,351 $15.6M
Integrity Financial Corp 7.87% Reduce -7.0% 25,315 $15.6M
Union Bancaire Privee, UBP SA 0.19% Add +10.8% 25,740 $15.5M
Claro Advisors Inc. 2.11% Add +2.0% 25,232 $15.5M
Integral Investment Advisors, Inc. 3.84% Reduce -0.9% 25,218 $15.5M
Ebert Capital Management Inc. 14.91% — 24,799 $15.4M
Pachira Investments Inc. 7.50% Add +26.1% 25,075 $15.4M
Gerber, LLC 8.52% Reduce -1.5% 24,868 $15.3M
Moors & Cabot, Inc. 0.65% Add +5.3% 24,801 $15.2M
Financial Freedom, LLC 7.56% Reduce -2.1% 24,801 $15.2M
Choate Investment Advisors 0.30% Reduce -1.2% 24,791 $15.2M
CENTRAL TRUST Co 0.30% Add +4.5% 24,786 $15.2M
Legend Financial Advisors, Inc. 9.20% Add +0.4% 24,738 $15.2M
Rezny Wealth Management, Inc. 3.27% Add +10.4% 24,718 $15.2M
Lighthouse Wealth Management Inc. 10.34% Reduce -0.2% 24,646 $15.1M
Ruggiero Investments, Inc. 13.66% — 24,630 $15.1M
Hazlett, Burt & Watson, Inc. 4.81% Add +11.5% 24,517 $15.1M
Gill Capital Partners, LLC 4.57% Add +5.7% 24,507 $15.1M
Mather Group, Llc. 0.15% Add +9.9% 24,422 $15.0M
Iams Wealth Management, LLC 5.41% Reduce -1.3% 24,385 $15.0M
JSF Financial, LLC 3.10% Reduce -0.3% 24,382 $15.0M
POM Investment Strategies, LLC 7.70% Add +4.9% 24,377 $15.0M
SageGuard Financial Group, LLC 2.38% — 24,340 $15.0M
Finley Financial, LLC 6.82% Reduce -3.5% 24,236 $14.9M
Haverford Trust Co 0.13% Reduce -0.2% 24,231 $14.9M
World Equity Group, Inc. 4.14% Reduce -2.3% 24,137 $14.8M
Coldstream Capital Management Inc. 0.19% Add +23.6% 24,092 $14.8M
Concord Investment Counsel Inc. 4.80% Reduce -1.3% 24,080 $14.8M
BCGM Wealth Management, LLC 3.76% Reduce -1.4% 24,002 $14.7M
Evoke Wealth, LLC 0.28% Reduce -0.7% 23,987 $14.7M
ODonnell Financial Services, LLC 5.04% Add +2.9% 23,983 $14.7M
Alpha Zero LLC 8.04% Add +5.8% 23,957 $14.7M
AdvisorNet Financial, Inc 0.78% Add +2.3% 23,853 $14.7M
Vise Technologies, Inc. 0.29% Add +175.8% 23,834 $14.6M
Chatham Capital Group, Inc. 2.08% Add +0.0% 23,806 $14.6M
Sonoma Allocations LLC 4.84% Add +3.3% 23,274 $14.6M
Fifth Third Bancorp 0.05% Add +6.1% 23,725 $14.6M
MTM Financial Group, LLC 6.96% Add +5.6% 23,889 $14.6M
Procyon Advisors, LLC 0.72% Add +293.4% 23,657 $14.5M
McIlrath & Eck, LLC 1.35% Reduce -13.3% 23,635 $14.5M
Anchor Investment Management, LLC 1.18% Reduce -39.3% 23,608 $14.5M
Littlejohn Financial Services, Inc. 10.65% Reduce -2.1% 23,522 $14.4M
Absolute Capital Management, LLC 5.25% Add +9.6% 23,482 $14.4M
Thayer Partners, LLC / MA 7.00% — 23,446 $14.4M
Tempo Wealth, LLC 2.56% — 23,400 $14.4M
AlTi Global, Inc. 0.31% Add +0.2% 23,367 $14.4M
Rehmann Capital Advisory Group 0.75% Reduce -1.7% 23,356 $14.3M
Bogart Wealth, LLC 0.58% Reduce -4.6% 23,339 $14.3M
Curtis Advisory Group, LLC 3.00% Add +13.8% 23,308 $14.3M
Proficio Capital Partners LLC 1.00% Add +1.2% 23,130 $14.2M
Keystone Wealth Services, LLC 2.99% Add +0.7% 23,127 $14.2M
Plotkin Financial Advisors, LLC 6.90% Add +5.5% 23,011 $14.1M
Associated Banc-Corp 0.36% Add +22.6% 23,010 $14.1M
Roof Eidam Maycock Peralta, LLC 3.19% Add +0.5% 22,953 $14.1M
Davidson Kahn Capital Management, LLC 7.32% Add +6.6% 22,924 $14.1M
Rareview Capital LLC 9.12% Add +1.4% 25,488 $14.1M
Bradley Foster & Sargent Inc. 0.21% Add +2.0% 22,848 $14.0M
Holderness Investments Co. 2.85% Add +1.7% 22,799 $14.0M
First Horizon Corp. 0.63% Reduce -0.5% 22,788 $14.0M
Vident Advisory, LLC 0.13% Add +15.3% 22,716 $14.0M
Cypress Capital Group 1.56% Reduce -0.1% 22,656 $13.9M
Paragon Advisors, LLC 3.77% Reduce -82.1% 22,583 $13.9M
Concentrum Wealth Management 3.87% Add +10.2% 22,548 $13.9M
Schonfeld Strategic Advisors LLC 0.07% Reduce -54.6% 22,531 $13.8M
Mach-1 Financial Group, LLC 2.84% Add +59.5% 22,489 $13.8M
Erickson Financial Group, LLC 8.48% Reduce -3.7% 22,488 $13.8M
Florida Financial Advisors, LLC 3.75% Reduce -0.1% 22,478 $13.8M
Benson Wealth Management INC 15.34% — 22,429 $13.8M
DAVENPORT & Co LLC 0.07% Reduce -2.6% 22,404 $13.8M
Flagstar Securities, Inc. 4.60% Reduce -7.1% 22,379 $13.7M
Ciovacco Capital Management LLC 6.89% Reduce -1.6% 22,378 $13.7M
Owen LaRue, LLC 5.23% Add +3.1% 22,364 $13.7M
Cadia Private Client LLC 10.84% — 22,227 $13.7M
Scissortail Wealth Management, LLC 3.11% Add +1.9% 22,211 $13.6M
CI Investments Inc. 0.06% New 22,112 $13.6M
Davies Financial Advisors, Inc. 25.08% Reduce -49.7% 22,075 $13.6M
Navis Wealth Advisors, LLC 5.73% Add +0.0% 22,026 $13.5M
Garden State Investment Advisory Services LLC 3.21% Reduce -4.3% 21,973 $13.5M
Brevan Howard Capital Management LP 0.28% Reduce -11.6% 22,000 $13.5M
White Wing Wealth Management 8.06% Reduce -2.7% 21,986 $13.5M
Berger Financial Group, Inc 0.78% Reduce -0.4% 21,903 $13.5M
Volterra Technologies LP 13.72% New 21,813 $13.4M
Planned Solutions, Inc. 4.33% Add +1.4% 21,809 $13.4M
Clearstead Advisors, LLC 0.17% New 21,809 $13.4M
LGL Partners, LLC 5.71% Reduce -1.7% 21,783 $13.4M
Jackson Wealth Management, LLC 1.30% Add +5.3% 21,703 $13.3M
Luken Investment Analytics, LLC 5.24% Reduce -16.9% 21,608 $13.3M
Everett Harris & Co. 0.16% Add +0.3% 21,550 $13.2M
Smith Shellnut Wilson LLC 5.07% Add +0.3% 21,536 $13.2M
Family Office Research LLC 5.41% Add +1.4% 21,305 $13.2M
Strategic Wealth Partners, Ltd. 0.91% Reduce -0.7% 21,530 $13.2M
Elevation Capital Advisory, LLC 5.39% Add +59.4% 21,478 $13.2M
Soltis Investment Advisors LLC 0.87% Add +18.7% 21,443 $13.2M
Baron Financial Group, LLC 7.06% Reduce -2.2% 21,434 $13.2M
Next Capital Management LLC 4.21% Add +1.6% 21,424 $13.2M
EFG International AG 0.25% — 21,410 $13.2M
Norris Financial Group, LLC 4.47% Reduce -1.5% 21,399 $13.1M
RVW Wealth, LLC 1.00% Add +1.4% 21,375 $13.1M
Hilltop Holdings Inc. 0.79% Reduce -50.1% 21,367 $13.1M
Jacksonville Wealth Management, LLC 9.28% Add +2.5% 21,338 $13.1M
Alliance Wealth Advisors, LLC 6.26% Add +1.9% 21,325 $13.1M
Keystone Financial Group 0.97% Reduce -1.3% 21,221 $13.0M
Telos Capital Management, Inc. 1.21% Reduce -5.0% 21,206 $13.0M
Redhawk Wealth Advisors, Inc. 1.46% Add +12.4% 21,198 $13.0M
Alpha Cubed Investments, LLC 0.45% Reduce -4.7% 21,196 $13.0M
WealthPLAN Partners, LLC 1.94% Add +9.2% 21,148 $13.0M
Atalanta Sosnoff Capital, LLC 0.25% Add +23.5% 21,116 $13.0M
Coppell Advisory Solutions LLC 1.28% Add +36.4% 20,928 $13.0M
Destination Wealth Management 0.34% Add +11.5% 21,024 $12.9M
HMS Capital Management, LLC 5.34% Add +0.1% 21,012 $12.9M
CPR Investments Inc. 8.65% Reduce -4.6% 20,981 $12.9M
Bryn Mawr Trust Advisors, LLC 0.62% Reduce -0.6% 20,913 $12.8M
Creative Financial Designs Inc. 0.81% Add +3.6% 20,884 $12.8M
Advisors Capital Management, LLC 0.15% Add +12.5% 20,735 $12.7M
Fortress Financial Solutions, LLC 13.02% Add +1.5% 20,713 $12.7M
Blue Square Asset Management, LLC 5.64% Add +2.6% 20,698 $12.7M
Vanguard Group Inc. 0.00% Add +2.1% 20,687 $12.7M
Mullooly Asset Management, Inc. 4.65% Reduce -1.9% 20,677 $12.7M
First Nebraska Trust Co 1.16% Add +6.1% 20,654 $12.7M
Novak & Powell Financial Services, Inc. 6.61% Add +4.3% 20,629 $12.7M
Milestone Asset Management, LLC 2.38% Reduce -39.5% 20,548 $12.6M
Tennessee Valley Asset Management Partners 1.63% Reduce -0.2% 20,480 $12.6M
Resolute Capital, LLC 5.25% — 20,458 $12.6M
Avior Wealth Management, LLC 0.39% Reduce -2.9% 20,356 $12.5M
Mission Hills Financial Advisory, LLC 6.60% Add +4.2% 20,333 $12.5M
Win Advisors, Inc. 5.30% New 20,319 $12.5M
HFG Advisors, Inc. 9.04% Reduce -3.4% 20,297 $12.5M
Genesee Capital Advisors, LLC 5.02% Add +9.4% 20,294 $12.5M
Menora Mivtachim Holdings LTD. 0.06% Add +50.4% 20,293 $12.5M
Perennial Investment Advisors, LLC 0.99% Add +2.6% 20,289 $12.5M
Private Trust Co. NA 1.09% Add +1.7% 20,198 $12.4M
Capital Investment Counsel, LLC 1.72% Add +2.9% 20,194 $12.4M
Arcus Capital Partners, LLC 4.44% Add +41.1% 20,143 $12.4M
Quadcap Wealth Management, LLC 1.41% Add +2.9% 20,069 $12.3M
Prosperity Wealth Management, Inc. 4.09% Add +3.0% 20,001 $12.3M
Capelight Capital Asset Management LP 12.65% — 20,000 $12.3M
CastleKnight Management LP 0.70% New 20,000 $12.3M
Empower Advisory Group, LLC 0.03% Reduce -3.2% 19,990 $12.3M
Tyche Wealth Partners LLC 1.94% Add +6.3% 19,864 $12.2M
Seaview Investment Managers LLC 4.58% Add +2.4% 19,828 $12.2M
Sentinel Trust Co. Lba 1.20% No change 19,802 $12.2M
Sepio Capital, LP 0.66% Add +19.1% 19,775 $12.1M
Carnegie Investment Counsel 0.22% Reduce -5.1% 19,774 $12.1M
Sykon Capital LLC 3.88% Add +29.8% 19,664 $12.1M
Principia Wealth Advisory, LLC 7.49% Add +7.2% 19,505 $12.0M
Formulate Financial LLC 14.04% Add +1.6% 19,503 $12.0M
New England Private Wealth Advisors LLC 1.49% Add +0.3% 19,487 $12.0M
Daymark Wealth Partners, LLC 0.38% Reduce -7.6% 19,413 $11.9M
Crewe Advisors LLC 1.06% Reduce -3.3% 19,394 $11.9M
Lanark Financial, Inc. 0.90% Add +8.2% 19,386 $11.9M
Coastline Complete Wealth LLC 7.49% — 19,364 $11.9M
Pure Financial Advisors, LLC 0.18% Add +10.0% 19,344 $11.9M
Berkeley Capital Partners, LLC 2.80% Reduce -1.1% 19,318 $11.9M
Peak Asset Management, LLC 2.02% Add +0.3% 19,279 $11.8M
Caldwell Trust Co 1.05% Reduce -1.1% 19,249 $11.8M
Carr Financial Group Corp 3.13% Add +7.8% 19,129 $11.8M
Advyzon Investment Management, LLC 1.36% Add +169.2% 19,126 $11.7M
Retirement Planning Group, LLC / NY 8.00% Reduce -2.0% 19,086 $11.7M
HBK Sorce Advisory LLC 0.27% Add +1.2% 19,166 $11.7M
Madison Wealth Partners, Inc 2.13% Add +6.1% 19,003 $11.7M
JP Wealth Management, Inc. 8.25% Reduce -0.2% 18,993 $11.7M
Summit Trail Advisors, LLC 0.20% Reduce -11.3% 18,980 $11.7M
CFM Wealth Partners LLC 1.68% Add +2.6% 18,893 $11.6M
Osbon Capital Management LLC 10.83% — 18,837 $11.6M
BFI Infinity Ltd. 7.21% Add +5.3% 18,832 $11.6M
North Star Investment Management Corp. 0.73% Reduce -0.0% 18,810 $11.6M
Red Door Wealth Management, LLC 1.20% Add +5.1% 18,798 $11.5M
Q3 Asset Management 2.63% Add +729.5% 18,729 $11.5M
Solano Wealth Investment Advisors LLC 5.68% Reduce -9.4% 18,660 $11.5M
O'Connor Financial Group LLC 4.57% Reduce -0.7% 18,404 $11.5M
49 Wealth Management, LLC 0.93% Add +10.4% 18,654 $11.5M
Midwest Financial Group LLC 5.05% Add +6.1% 18,599 $11.4M
Cresta Advisors, Ltd. 4.78% Reduce -1.3% 18,576 $11.4M
Liberty Square Wealth Partners LLC 3.25% Add +19.2% 18,534 $11.4M
Wilkerson Advisory Group LLC 4.01% — 18,525 $11.4M
TrueWealth Advisors, LLC 2.94% Add +19.1% 18,480 $11.4M
CVA Family Office, LLC 1.30% Add +19.0% 18,410 $11.3M
Eldridge Investment Advisors, Inc. 2.48% Reduce -2.6% 18,367 $11.3M
Plus Group Wealth Advisors LLC 12.51% — 18,364 $11.3M
Sovran Advisors, LLC 0.95% Add +8.0% 18,032 $11.2M
Traynor Capital Management, Inc. 0.62% Add +2.6% 18,183 $11.2M
Leavell Investment Management, Inc. 0.46% Reduce -0.5% 18,162 $11.2M
Three Seasons Wealth, LLC 1.06% New 18,077 $11.1M
RDA Financial Network 2.67% Reduce -1.3% 18,070 $11.1M
TopTier Wealth Management, LLC 7.51% — 18,015 $11.1M
CCG Wealth Management, LLC 4.73% Add +68.0% 17,986 $11.0M
Seneca House Advisors 4.12% Reduce -1.2% 17,908 $11.0M
Agf Management Ltd. 0.05% Reduce -2.5% 17,873 $11.0M
NorthCoast Asset Management LLC 0.24% Reduce -71.1% 17,863 $11.0M
Rainey & Randall Wealth Advisors Inc. 1.79% Reduce -1.1% 17,835 $11.0M
Ryan Investment Management, Inc. 6.06% Reduce -28.0% 17,809 $10.9M
Capital Investment Advisory Services, LLC 0.77% Add +9.4% 17,796 $10.9M
Weitzel Financial Services, Inc. 4.20% Add +2.8% 17,714 $10.9M
Exencial Wealth Advisors, LLC 0.34% Reduce -1.0% 17,670 $10.9M
Latitude Advisors, LLC 4.77% Reduce -6.1% 17,629 $10.8M
Unique Wealth, LLC 1.51% Reduce -0.6% 17,597 $10.8M
NWF Advisory Services Inc. 1.19% Add +1.8% 17,590 $10.8M
Diversify Wealth Management, LLC 0.50% Reduce -0.6% 17,232 $10.8M
Tsfg, LLC 1.61% Reduce -4.8% 17,515 $10.8M
Prosperitas Financial LLC 4.19% Reduce -1.3% 17,508 $10.8M
Gateway Wealth Partners, LLC 1.19% Add +9.9% 17,465 $10.7M
IPG Investment Advisors LLC 1.88% Reduce -0.5% 17,452 $10.7M
Watershed Private Wealth LLC 3.21% Reduce -3.1% 17,447 $10.7M
Silver Oak Securities, Incorporated 0.72% Reduce -17.0% 17,276 $10.7M
WPG Advisers, LLC 7.94% Add +4.2% 17,419 $10.7M
Howard Financial Services, LTD. 1.25% Add +0.1% 17,413 $10.7M
TKG Advisors, LLC 4.31% Reduce -3.9% 17,400 $10.7M
Flagship Private Wealth, LLC 4.18% Reduce -2.2% 17,315 $10.6M
Brown Brothers Harriman & Co. 0.06% Add +7.6% 17,242 $10.6M
Americana Partners, LLC 0.29% Add +7.6% 17,238 $10.6M
Lakeshore Capital Group, Inc. 8.47% Add +1.7% 17,220 $10.6M
Norden Group LLC 1.04% Add +2.2% 17,213 $10.6M
Relyea Zuckerberg Hanson LLC 1.07% Add +0.4% 17,211 $10.6M
Diversified Management Inc. 2.47% — 17,196 $10.6M
Mystic Asset Management, Inc. 2.39% Reduce -1.0% 17,194 $10.6M
Wealth Watch Advisors, INC 3.91% Add +2.4% 17,142 $10.5M
GWN Securities Inc. 2.13% Add +7.8% 17,102 $10.5M
Strengthening Families & Communities, LLC 3.74% Reduce -6.1% 17,062 $10.5M
SHP Wealth Management 0.81% — 17,037 $10.5M
Balefire, LLC 2.04% Reduce -1.3% 17,024 $10.5M
Glen Eagle Advisors, LLC 1.42% Reduce -0.8% 16,995 $10.4M
Worth Asset Management, LLC 4.41% Add +11.8% 16,927 $10.4M
Pallas Capital Advisors LLC 0.34% Add +8.3% 16,907 $10.4M
CMG Global Holdings, LLC 4.61% Add +3.0% 17,137 $10.4M
Strategent Financial, LLC 6.57% Reduce -0.7% 16,895 $10.4M
Ancora Advisors LLC 0.21% Reduce -14.4% 16,792 $10.3M
Chicago Wealth Management, Inc. 4.13% Add +3.0% 16,730 $10.3M
Northbridge Financial Group, LLC 4.60% — 16,670 $10.2M
Novare Capital Management LLC 0.77% Reduce -3.6% 16,635 $10.2M
Lighthouse Financial LLC 6.65% Reduce -8.1% 16,560 $10.2M
HighRoad Wealth Advisors, LLC 9.70% — 16,541 $10.2M
Cherrydale Wealth Management, LLC 3.08% Add +18.5% 16,516 $10.1M
Vision Financial Markets LLC 10.35% Add +1.1% 16,506 $10.1M
Legacy Advisors, LLC 1.09% Add +2.5% 16,491 $10.1M
Warner Group LLC 6.23% Reduce -2.1% 16,450 $10.1M
Somerset Group LLC 7.60% Add +0.5% 16,151 $10.1M
Global Trust Asset Management, LLC 3.97% Reduce -20.6% 16,360 $10.1M
Washington Growth Strategies LLC 6.49% Add +7.3% 16,351 $10.0M
Aristides Capital LLC 3.49% Add +4.7% 16,350 $10.0M
CDKV Holdings LLC 8.39% — 16,323 $10.0M
DRW Securities, LLC 0.76% Add +1033.3% 16,252 $10.0M
Lansing Street Advisors 2.57% Reduce -34.3% 16,239 $10.0M
CWS Financial Advisors, LLC 2.70% Add +0.2% 16,200 $10.0M
Jump Financial, LLC 0.13% Reduce -25.4% 16,193 $9.9M
Krilogy Financial LLC 0.34% Reduce -2.6% 15,871 $9.9M
Gradient Investments LLC 0.16% Add +22.5% 16,060 $9.9M
Chemung Canal Trust Co. 1.95% No change 16,050 $9.9M
Trivium Point Advisory, LLC 0.99% Reduce -12.3% 16,035 $9.9M
Sax Wealth Advisors, LLC 0.46% Add +5.8% 16,033 $9.8M
First Trust Advisors LP 0.01% Add +35.1% 15,994 $9.8M
Maridea Wealth Management LLC 1.48% Reduce -31.8% 15,991 $9.8M
Spreng Capital Management, Inc. 3.85% Add +570.3% 15,981 $9.8M
Fiducient Advisors LLC 1.22% Add +4.9% 15,975 $9.8M
Pincus Capital Management, LP 6.52% — 15,896 $9.8M
Ategra Capital Management, LLC 5.56% No change 15,839 $9.7M
State of Wisconsin Investment Board 0.02% Add +85.5% 15,815 $9.7M
Clarius Group, LLC 0.55% Reduce -16.0% 15,809 $9.7M
Destiny Wealth Partners, LLC 1.11% Reduce -0.8% 15,470 $9.7M
Arcataur Capital Management LLC 2.77% Add +1.1% 15,731 $9.7M
Whitford Management LLC 9.83% New 15,729 $9.7M
StrongBox Wealth, LLC 3.18% Reduce -0.9% 15,727 $9.7M
Integrity Advisory Solutions, LLC 1.39% Add +11.5% 15,723 $9.7M
J. Goldman & Co LP 0.37% Add +1179.7% 15,676 $9.6M
Spectrum Strategic Capital Management, LLC 5.12% Add +0.8% 15,670 $9.6M
Up Capital Management, Inc. 8.61% — 15,663 $9.6M
Marin Bay Wealth Advisors, LLC 5.50% — 15,617 $9.6M
Family Manage LLC 1.21% Reduce -26.3% 15,588 $9.6M
Richards, Merrill & Peterson, Inc. 3.67% Add +1.7% 15,584 $9.6M
Blue Sky Capital Consultants Group, Inc. 4.17% Reduce -55.0% 15,549 $9.6M
MorganRosel Wealth Management, LLC 2.39% Add +2.1% 15,536 $9.5M
American State Bank (Iowa) 4.56% Reduce -0.1% 15,440 $9.5M
Main Street Group, LTD 3.27% Add +6.7% 15,410 $9.5M
All Terrain Financial Advisors, LLC 2.90% Add +1.0% 15,388 $9.5M
Loomis Sayles & Co. L P 0.01% New 15,340 $9.4M
Griffin Asset Management, Inc. 1.02% Reduce -2.2% 15,327 $9.4M
Sandbox Financial Partners, LLC 2.60% Add +5.0% 15,318 $9.4M
Base Wealth Management LLC 5.05% Reduce -9.7% 15,261 $9.4M
Guardian Wealth Advisors, LLC 5.28% Reduce -3.4% 15,248 $9.4M
Kickstand Ventures, Llc. 1.97% Add +0.3% 15,245 $9.4M
Capital Advisors Inc. 0.15% Reduce -39.0% 15,219 $9.3M
B&D White Capital Company, LLC 1.08% Reduce -0.2% 15,200 $9.3M
Warner Financial, Inc. 3.24% Reduce -0.3% 15,185 $9.3M
Fiduciary Alliance LLC 0.61% Add +1.7% 15,169 $9.3M
Webster Bank, N. A. 0.87% Add +0.1% 15,133 $9.3M
Cannon Advisors, Inc. 6.54% Reduce -7.2% 14,972 $9.3M
Aprio Wealth Management, LLC 0.53% Add +34.7% 15,030 $9.2M
Herbst Group, LLC 5.42% Add +7.4% 15,007 $9.2M
Magnus Financial Group LLC 0.71% Add +4.9% 15,002 $9.2M
Dedeker Financial LLC 8.25% — 14,998 $9.2M
Per Stirling Capital Management, LLC. 1.03% Reduce -1.5% 14,885 $9.1M
MMBG Investment Advisors Co. 0.77% Reduce -7.3% 14,869 $9.1M
Meridian Financial Advisors, LLC 4.97% Reduce -0.6% 14,867 $9.1M
Kellett Wealth Advisors, LLC 5.18% Add +0.9% 14,767 $9.1M
Sound Income Strategies, LLC 0.43% Add +38.6% 14,533 $9.0M
My Personal CFO, LLC 3.77% New 14,694 $9.0M
Matters Capital LLC 7.35% — 14,622 $9.0M
Harbour Trust & Investment Management Co 0.92% Add +0.2% 14,616 $9.0M
Comprehensive Financial Consultants Institutional, Inc. 2.71% Add +4.6% 14,588 $9.0M
Financial Management, Inc. 8.50% — 14,575 $9.0M
Midwest Trust Co 0.11% Add +12.9% 14,560 $8.9M
Cozad Asset Management Inc. 0.69% Reduce -0.2% 14,550 $8.9M
Cullen/Frost Bankers, Inc. 0.10% Add +4.3% 14,546 $8.9M
XTX Topco Ltd 0.23% Reduce -47.3% 14,545 $8.9M
Finivi Inc. 5.16% Reduce -4.5% 14,518 $8.9M
9823 Capital, L.P. 6.14% — 14,500 $8.9M
Ping Capital Management, Inc. 3.55% Add +28.3% 14,500 $8.9M
Keel Point, LLC 0.54% Reduce -7.0% 14,467 $8.9M
Goldstream Capital Management Ltd 3.65% Add +4669.6% 14,452 $8.9M
Tempus Wealth Planning, LLC 2.03% Reduce -1.0% 14,448 $8.9M
GAMCO Investors 0.09% Reduce -10.5% 14,444 $8.9M
Ferguson Wellman Capital Management, Inc. 0.14% Reduce -0.8% 14,365 $8.8M
G&S Capital LLC 3.11% Reduce -1.6% 14,308 $8.8M
M3 Advisory Group, LLC 5.36% Add +0.1% 14,305 $8.8M
Darwin Wealth Management, LLC 2.72% Reduce -5.5% 14,243 $8.7M
Jackson Hole Capital Partners, LLC 1.50% Reduce -0.7% 14,218 $8.7M
Modera Wealth Management, LLC 0.10% Reduce -6.2% 14,200 $8.7M
Cedarwood Wealth LLC 9.71% — 13,926 $8.7M
Capstone Wealth Management Group, LLC 3.65% Add +1.4% 14,165 $8.7M
Dale Q Rice Investment Management Ltd 6.22% Reduce -1.7% 14,136 $8.7M
Fingerlakes Wealth Management, Inc. 5.52% Reduce -2.2% 14,125 $8.7M
Sage Capital Management, LLC 4.01% Add +4.5% 14,090 $8.7M
Ramiah Investment Group 7.50% Reduce -2.4% 14,066 $8.6M
Petix & Botte Co 1.96% Add +0.6% 14,038 $8.6M
Spruce Point Capital Management, LLC 20.78% — 14,000 $8.6M
Blue Capital, Inc. 6.13% Reduce -2.4% 13,999 $8.6M
Verde Capital Management 1.83% Reduce -3.6% 13,938 $8.6M
First International Bank of Israel Ltd. 4.09% Reduce -1.6% 13,937 $8.6M
Global Trust Wealth Management LLC 6.34% — 13,922 $8.6M
Cottage Street Advisors LLC 3.61% Add +3.4% 13,884 $8.5M
Nabity-Jensen Investment Management Inc 5.76% Add +0.8% 13,846 $8.5M
Kieckhefer Group LLC 4.03% Add +0.1% 13,778 $8.5M
Trademark Financial Management, LLC 4.66% Reduce -17.6% 13,772 $8.5M
DSG Capital Advisors, LLC 1.29% Reduce -1.4% 13,591 $8.5M
Baker Tilly Wealth Management, LLC 2.08% Add +2.2% 13,722 $8.4M
Atlantic Union Bankshares Corp 0.16% Reduce -1.2% 13,719 $8.4M
Latko Wealth Management, Ltd. 4.12% Reduce -3.4% 13,686 $8.4M
Oxford Wealth Group, LLC 4.09% — 13,682 $8.4M
Founders Capital Management, LLC 1.25% Reduce -0.1% 13,660 $8.4M
Milestone Asset Management Group, LLC 4.73% Add +7.4% 13,645 $8.4M
Eastern Bank 0.14% Add +0.9% 13,632 $8.4M
SOA Wealth Advisors, LLC. 1.38% Reduce -0.4% 13,615 $8.4M
Great Lakes Advisors, LLC 0.07% Add +386.1% 13,612 $8.4M
BCS Wealth Management 0.84% Add +98.4% 13,580 $8.3M
WJ Wealth Management, LLC 3.62% Reduce -0.7% 13,477 $8.3M
Nikulski Financial, Inc. 1.98% Reduce -28.5% 13,465 $8.3M
Pasadena Private Wealth, LLC 1.13% Reduce -0.3% 13,441 $8.3M
Retirement Income Solutions, Inc. 1.40% Reduce -7.4% 13,396 $8.2M
Shepherd Financial Partners LLC 0.76% Add +7.9% 13,387 $8.2M
Capital Squared Financial LLC 6.40% Add +5.3% 13,357 $8.2M
Corsair Capital Management, L.P. 1.36% No change 13,342 $8.2M
Martin Capital Advisors, LLP 4.80% Reduce -1.4% 13,332 $8.2M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 18.76% Add +78.1% 13,276 $8.2M
Rik Saylor Financial, Inc. 5.97% Reduce -1.9% 13,270 $8.2M
MPWM Advisory Solutions, LLC 4.53% Reduce -2.1% 13,240 $8.1M
Ibex Wealth Advisors 0.80% Add +0.8% 13,219 $8.1M
Principle Wealth Partners LLC 0.45% Reduce -15.5% 13,130 $8.1M
Bank of Hawaii 0.40% Reduce -5.0% 13,099 $8.0M
Cynosure Group, LLC 0.82% Reduce -71.2% 13,065 $8.0M
Nadler Financial Group, Inc. 0.75% Reduce -0.9% 13,056 $8.0M
Concorde Asset Management, LLC 3.20% Add +1.1% 13,036 $8.0M
Spirepoint Private Client, LLC 0.77% Add +5.9% 13,031 $8.0M
J. Safra Sarasin Holding AG 0.13% Add +0.6% 12,897 $7.9M
Encompass More Asset Management 1.47% Reduce -59.4% 12,922 $7.9M
Fulton Breakefield Broenniman LLC 0.50% Add +11.3% 12,919 $7.9M
Lowery Thomas, LLC 4.48% Reduce -0.7% 12,910 $7.9M
Graetz Wealth LLC 7.22% — 12,905 $7.9M
Safe Harbor Fiduciary, LLC 7.00% — 12,902 $7.9M
Sassicaia Capital Advisers LLC 17.36% Add +214.6% 12,900 $7.9M
Madrid Financial Services 5.67% Reduce -0.2% 12,839 $7.9M
BTC Capital Management, Inc. 0.55% Add +0.3% 12,833 $7.9M
Gibraltar Capital Management, Inc. 1.34% Reduce -5.5% 12,820 $7.9M
Cadinha & Co. LLC 1.21% Reduce -1.9% 12,812 $7.9M
Lazard Asset Management LLC 0.01% Reduce -2.2% 12,801 $7.9M
Twin Focus Capital Partners, LLC 0.91% No change 12,783 $7.9M
Vicus Capital 0.59% Reduce -2.1% 12,753 $7.8M
JMG Financial Group, Ltd. 0.22% Reduce -0.8% 12,725 $7.8M
Apriem Advisors 0.72% Add +0.1% 12,722 $7.8M
Canandaigua National Bank & Trust Co. 0.70% Reduce -8.5% 12,715 $7.8M
JTC Employer Solutions Trustee Ltd 0.53% Reduce -3.2% 12,705 $7.8M
Guardian Capital, LLC 6.99% — 12,700 $7.8M
Strategic Advisors LLC 1.22% Reduce -1.1% 12,686 $7.8M
Phoenix Financial Ltd. 0.08% Reduce -91.6% 12,682 $7.8M
Rakuten Investment Management, Inc. 0.03% No change 13,000 $7.8M
Morangie Management LLC 6.21% Reduce -1.8% 12,667 $7.8M
Leo Wealth, LLC 0.56% Add +60.5% 12,660 $7.8M
Delta Investment Management, LLC 1.35% Reduce -43.9% 12,641 $7.8M
Southland Equity Partners LLC 1.53% Reduce -1.5% 12,622 $7.8M
Clark Asset Management, LLC 0.80% Add +16.1% 12,608 $7.7M
White Pine Investment CO 1.82% Add +0.7% 12,590 $7.7M
RMR Wealth Builders 0.62% Add +3.0% 12,587 $7.7M
1 North Wealth Services LLC 2.72% Add +47.9% 12,575 $7.7M
Aurora Private Wealth, Inc. 5.06% — 12,615 $7.7M
AllGen Financial Advisors, Inc. 1.83% Add +13.4% 12,544 $7.7M
Interactive Financial Advisors, Inc. 4.97% Reduce -22.4% 12,528 $7.7M
Insight Advisors, LLC/ PA 1.17% Add +3.9% 12,513 $7.7M
Fidelis Capital Partners, LLC 0.56% Reduce -0.7% 12,513 $7.7M
Narwhal Capital Management 0.56% Add +0.5% 12,492 $7.7M
Vantage Financial Partners, LLC 1.55% Reduce -1.8% 12,452 $7.6M
Turner Capital Investments, LLC 8.64% — 11,194 $7.6M
Sharp Wealth Advisory, LLC 3.84% Add +8.2% 12,422 $7.6M
Pinnacle Wealth Management Group, Inc. 3.80% Add +0.6% 12,392 $7.6M
BOCHK Asset Management Ltd 2.02% New 12,320 $7.6M
Accel Wealth Management 2.07% Add +7.4% 12,312 $7.6M
Greenhouse Wealth Management, LLC 4.47% Add +0.2% 12,296 $7.6M
Estate Counselors, LLC 0.63% Reduce -6.5% 12,280 $7.5M
Sims Investment Management, LLC 2.66% Reduce -4.5% 12,268 $7.5M
Pettinga Financial Advisors LLC 1.43% Add +5.9% 12,238 $7.5M
Bay Rivers Group 3.04% Add +1.2% 12,231 $7.5M
WBH Advisory Inc. 0.55% Add +9.5% 12,197 $7.5M
Empirical Finance, LLC 0.36% No change 12,197 $7.5M
Ritter Daniher Financial Advisory LLC / DE 1.25% Add +1.7% 12,161 $7.5M
Park Capital Management, LLC / WI 5.34% Add +36.5% 12,154 $7.5M
Cordgrass Capital Advisors, LLC 1.79% Reduce -2.3% 12,145 $7.5M
Canal Capital Management, LLC 1.06% Reduce -15.3% 12,143 $7.5M
Wealth Advisory Solutions, LLC 1.74% Reduce -0.1% 12,125 $7.4M
Fiduciary Financial Group, LLC 1.05% Add +1.0% 12,079 $7.4M
EdgeRock Capital LLC 1.97% Reduce -6.3% 12,038 $7.4M
LongView Wealth Management 1.78% Add +1.9% 11,782 $7.4M
Avantax Planning Partners, Inc. 0.21% Add +2.5% 12,017 $7.4M
Marathon Wealth Advisors LLC 2.93% — 12,009 $7.4M
Guidance Capital, Inc. 1.80% Add +43.2% 11,882 $7.4M
Strategy Asset Managers LLC 1.21% Reduce -2.4% 11,999 $7.4M
Calamos Wealth Management LLC 0.26% Add +25.6% 11,978 $7.4M
Rovin Capital /Ut/ 1.95% Reduce -1.4% 11,965 $7.3M
Sage Mountain Advisors LLC 0.39% No change 11,943 $7.3M
Fortem Financial Group, LLC 1.96% Add +1.9% 11,908 $7.3M
Palumbo Wealth Management LLC 1.80% Add +1.8% 11,887 $7.3M
Sapient Capital LLC 0.10% Add +10.3% 11,783 $7.3M
Morse Asset Management, Inc 1.47% Add +29.6% 11,827 $7.3M
M1 Capital Management LLC 3.03% Reduce -3.3% 11,808 $7.3M
Retirement Planning Co of New England, Inc. 2.91% Reduce -2.9% 11,800 $7.2M
Octavia Wealth Advisors, LLC 0.69% Reduce -0.3% 11,788 $7.2M
Cheviot Value Management, LLC 0.71% Reduce -0.2% 11,429 $7.2M
Moneco Advisors, LLC 0.57% Add +23.0% 11,754 $7.2M
National Wealth Management Group, LLC 2.50% Reduce -4.9% 11,741 $7.2M
Split Rock Private Trading & Wealth Management, LLC 5.77% — 11,719 $7.2M
XML Financial, LLC 0.59% Reduce -3.3% 11,710 $7.2M
TFR Capital, LLC. 2.38% Add +2.0% 11,694 $7.2M
Strategic Wealth Investment Group, LLC 0.88% Reduce -32.1% 11,693 $7.2M
Alexis Investment Partners, LLC 2.67% Add +1.9% 11,625 $7.2M
Snowwater Investment Partners, LLC 6.60% — 11,668 $7.2M
Trust Co. of Vermont 0.30% Add +1.6% 11,665 $7.2M
Ascentis Independent Advisors 1.16% Reduce -7.4% 11,660 $7.2M
RHL Group, LLC 5.75% — 11,643 $7.2M
Stock Yards Bank & Trust Co. 0.22% Reduce -2.1% 11,639 $7.1M
Camarda Financial Advisors, LLC 2.72% Reduce -13.3% 11,610 $7.1M
NorthCrest Asset Manangement, LLC 0.16% Add +1.8% 11,514 $7.1M
Oxinas Partners, LLC 3.42% Add +2.2% 11,563 $7.1M
Perspective Wealth Advisors LLC 5.06% — 11,559 $7.1M
Ackerman Asset Management, LLC 4.71% Reduce -1.4% 11,529 $7.1M
Strategic Blueprint, LLC 0.42% Reduce -12.2% 11,507 $7.1M
Private Client Services, LLC 2.21% Add +1.5% 11,502 $7.1M
Prospect Financial Services LLC 4.06% Reduce -4.5% 11,495 $7.1M
JPL Wealth Management, LLC 1.72% Reduce -6.3% 11,473 $7.0M
Cordatus Wealth Management LLC 1.63% Reduce -4.8% 11,448 $7.0M
Annex Advisory Services, LLC 0.13% Add +209.7% 11,443 $7.0M
Laurel Oak Wealth Management, LLC 1.18% — 11,416 $7.0M
Mount Lucas Management LP 3.10% Reduce -76.2% 11,402 $7.0M
Beam Wealth Advisors, Inc. 1.92% Add +2.4% 11,374 $7.0M
Keating Financial Advisory Services, Inc. 0.95% — 11,363 $7.0M
Balboa Wealth Partners 1.16% Add +6.3% 11,349 $7.0M
Triumph Capital Management 1.50% Reduce -0.9% 11,330 $7.0M
Duncan Williams Asset Management, LLC 1.72% Reduce -5.8% 11,451 $6.9M
Richard W. Paul & Associates, LLC 2.30% Reduce -10.4% 11,281 $6.9M
Trustmark Bank Trust Department 0.44% Reduce -4.0% 11,267 $6.9M
Financial Partners Group, Inc 0.80% Add +1.8% 11,108 $6.9M
Fayez Sarofim & Co 0.02% Reduce -5.9% 11,226 $6.9M
Cambria Investment Management, L.P. 0.40% Add +199.4% 11,214 $6.9M
Cyr Financial Inc. 4.29% Add +7.4% 11,211 $6.9M
GTS Securities LLC 0.23% Reduce -96.9% 11,206 $6.9M
Valmark Advisers, Inc. 0.08% Reduce -6.9% 11,191 $6.9M
Harvest Investment Services, LLC 1.30% Reduce -2.8% 11,176 $6.9M
FourThought Financial Partners, LLC 0.58% Reduce -3.9% 11,151 $6.8M
Williams Jones Wealth Management, LLC. 0.08% Reduce -1.2% 11,130 $6.8M
Modus Advisors, LLC 1.80% Reduce -2.3% 11,123 $6.8M
Element Squared LLC 3.70% New 11,106 $6.8M
Partners Capital Investment Group, LLP 0.25% Add +0.1% 11,106 $6.8M
Councilor Wealth, LLC 3.22% Reduce -6.2% 11,105 $6.8M
Bernardo Wealth Planning LLC 1.30% Reduce -1.5% 11,105 $6.8M
Afg Fiduciary Services Limited Partnership 4.08% Reduce -5.4% 11,122 $6.8M
HCR Wealth Advisors 0.68% Reduce -1.4% 11,096 $6.8M
Indivisible Partners 0.74% — 11,080 $6.8M
Fermata Advisors, LLC 1.63% Reduce -2.4% 11,064 $6.8M
J. Team Financial, Inc. 6.76% Add +1.1% 11,017 $6.8M
Busey Bank 0.18% Add +2.7% 10,980 $6.7M
Trust Co. of Toledo NA 0.66% Reduce -1.4% 10,962 $6.7M
Hyposwiss Advisors SA 6.59% — 10,935 $6.7M
Ameliora Wealth Management Ltd. 2.04% No change 10,921 $6.7M
Simplicity Wealth,LLC 0.40% Add +7.7% 10,918 $6.7M
Triad Wealth Partners, LLC 0.64% Add +65.7% 10,908 $6.7M
Eddie Patel Inc 4.99% — 10,896 $6.7M
LMCG Investments, LLC 0.38% Add +1.1% 10,879 $6.7M
New Wave Wealth Advisors LLC 2.44% Add +0.6% 10,866 $6.7M
Vienna Asset Management LLC 3.76% Reduce -1.7% 10,795 $6.6M
Post Resch Tallon Group Inc. 5.60% Add +8.8% 10,789 $6.6M
McGuire Investment Group, LLC 0.71% Reduce -0.5% 10,759 $6.6M
City Holding Co. 0.81% Add +4.1% 10,744 $6.6M
Requisite Capital Management, LLC 1.25% New 10,735 $6.6M
Blue Trust, Inc. 0.07% Add +0.0% 10,728 $6.6M
Ridgeline Wealth Planning, LLC 4.67% Reduce -5.2% 10,653 $6.5M
Atticus Wealth Management, LLC 1.61% Add +5.5% 10,627 $6.5M
McKinley Carter Wealth Services, Inc. 0.36% Reduce -2.6% 10,606 $6.5M
Winch Advisory Services, LLC 1.44% Add +2.2% 10,579 $6.5M
Box Hill Private Wealth LLC 6.57% — 10,562 $6.5M
Fairvoy Private Wealth, LLC 1.45% Add +2.0% 10,558 $6.5M
Leslie Global Wealth, LLC 2.91% Reduce -3.8% 10,544 $6.5M
Aurora Investment Managers, LLC. 3.67% Reduce -2.1% 10,532 $6.5M
Vance Wealth, LLC 1.92% Add +1.8% 10,529 $6.5M
SMART Wealth LLC 1.97% Add +13.3% 10,520 $6.5M
Wbi Investments, LLC 1.68% Add +8.4% 10,519 $6.5M
DBK Financial Counsel, LLC 4.95% No change 10,501 $6.5M
Cypress Wealth Services, LLC 0.89% Add +56.6% 10,498 $6.4M
Forvis Mazars Wealth Advisors, LLC 0.12% Add +6.9% 10,473 $6.4M
Ethos Financial Group, LLC 0.48% Reduce -20.4% 10,467 $6.4M
Global Assets Advisory, LLC 1.84% Add +0.3% 10,464 $6.4M
Crews Bank & Trust 0.92% Reduce -2.2% 10,434 $6.4M
Ledgewood Wealth Advisors, LLC 3.68% Reduce -0.3% 10,411 $6.4M
Bollard Group LLC 0.17% Reduce -44.0% 10,393 $6.4M
Advisory Resource Group 1.12% Reduce -6.1% 10,367 $6.4M
Fortune Financial Group, Inc. 6.22% — 10,280 $6.3M
Arthur M. Cohen & Associates, LLC 1.03% Add +0.0% 10,299 $6.3M
BlueChip Wealth Advisors LLC 2.66% Add +2.3% 10,287 $6.3M
Mission Creek Capital Partners, Inc. 1.28% Reduce -9.4% 10,283 $6.3M
Catalyst Capital Advisors LLC 0.13% Reduce -0.6% 10,274 $6.3M
Interval Partners, LP 0.15% Add +176.2% 10,263 $6.3M
Ulland Investment Advisors, LLC 5.06% Reduce -3.5% 10,244 $6.3M
Bucket List Wealth Management, LLC 3.75% — 10,226 $6.3M
Sightline Wealth Advisors, LLC 2.68% Reduce -5.7% 10,224 $6.3M
BLB&B Advisors, LLC 0.26% Reduce -5.5% 10,219 $6.3M
Integrated Investment Consultants, LLC 1.23% Reduce -4.9% 10,184 $6.3M
Titleist Asset Management, LLC 0.50% Add +7.6% 10,155 $6.2M
Riverstone Advisors, LLC 2.93% Add +1.8% 10,122 $6.2M
Uptick Partners, LLC 1.32% Reduce -5.0% 10,070 $6.2M
Oakwell Private Wealth Management, LLC 1.15% Add +0.6% 10,038 $6.2M
Objective Capital Management, LLC 6.27% Add +3.1% 10,027 $6.2M
Channel Wealth LLC 1.56% Reduce -2.3% 10,019 $6.2M
Paragon Associates & Paragon Associates II Joint Venture 12.69% New 10,000 $6.1M
Limestone Investment Advisors LP 4.41% New 10,000 $6.1M
Evelyn Partners Investment Management Services Ltd 0.77% No change 10,000 $6.1M
Flaharty Asset Management, LLC 0.77% Reduce -3.8% 9,996 $6.1M
Daybright Advisory Services, Inc. 1.64% — 9,995 $6.1M
Cornerstone Wealth Group, LLC 0.42% Reduce -3.1% 9,975 $6.1M
Matauro, LLC 0.92% Reduce -9.4% 9,970 $6.1M
Hill Island Financial LLC 1.46% Reduce -3.5% 9,962 $6.1M
Beacon Advisors Holdings, LLC 3.22% — 9,939 $6.1M
Retirement Solution LLC 1.35% Add +15.1% 9,932 $6.1M
Liberty Wealth Management LLC 0.78% Add +2.7% 9,880 $6.1M
Capital Wealth Alliance, LLC 2.59% Add +8.7% 9,870 $6.1M
Victrix Investment Advisors 2.34% New 9,840 $6.0M
Quartz Partners, LLC 2.25% Add +7.3% 9,838 $6.0M
Miramontes Capital, LLC 2.06% — 9,820 $6.0M
Cornerstone Advisory, LLC 0.57% Add +0.1% 9,816 $6.0M
Waterloo Capital, L.P. 0.44% Add +4.0% 9,815 $6.0M
Welch & Forbes LLC 0.07% Add +3.6% 9,813 $6.0M
TFB Advisors LLC 1.68% Add +8.0% 9,812 $6.0M
Cornell Pochily Investment Advisors, Inc. 1.75% Add +1.6% 9,808 $6.0M
Zacks Investment Management 0.05% Add +6.5% 9,789 $6.0M
DeDora Capital, Inc. 1.42% Add +0.3% 9,760 $6.0M
Tru Independence Asset Management 2, LLC 3.75% Add +10.1% 9,756 $6.0M
Fortitude Family Office, LLC 1.40% Reduce -0.6% 9,737 $6.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.00% Add +1.2% 9,729 $6.0M
Foresight Capital Management Advisors, Inc. 3.22% Reduce -3.0% 9,670 $5.9M
Zhang Financial LLC 0.22% Reduce -0.3% 9,669 $5.9M
High Note Wealth, LLC 1.16% Reduce -0.5% 9,658 $5.9M
JFS Wealth Advisors, LLC 0.33% Add +9.8% 9,654 $5.9M
Rockport Wealth LLC 1.15% Add +22.6% 9,610 $5.9M
Amtrust Financial Services, Inc. 1.88% No change 9,600 $5.9M
Mill Creek Capital Advisors, LLC 0.12% Add +0.4% 9,574 $5.9M
Marathon Trading Investment Management LLC 0.70% Reduce -31.2% 9,561 $5.9M
Joseph P. Lucia & Associates, LLC 2.12% Add +0.8% 9,554 $5.9M
Avaii Wealth Management, LLC 2.13% Add +0.5% 9,552 $5.9M
Rothschild Wealth LLC 0.56% Add +19.5% 9,548 $5.9M
Saxony Capital Management, LLC 3.59% Reduce -33.1% 9,542 $5.9M
CPC Advisors, LLC 0.59% Reduce -8.9% 9,537 $5.9M
Bramshill Investments, LLC 0.33% Add +564.3% 9,500 $5.8M
TBH Global Asset Management, LLC 0.97% Add +16.9% 9,488 $5.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.66% Reduce -0.3% 9,486 $5.8M
Realta Investment Advisors 1.91% Add +6.1% 9,473 $5.8M
True North Advisors, LLC 0.75% New 9,473 $5.8M
Visionary Horizons, LLC 3.01% Add +6.9% 9,463 $5.8M
Patriot Investment Management Group, Inc. 0.37% Add +2.7% 9,441 $5.8M
Transcendent Capital Group LLC 2.62% Reduce -42.5% 9,431 $5.8M
Provenance Wealth Advisors, LLC 0.64% Reduce -5.9% 9,401 $5.8M
Searle & Co. 1.48% No change 9,364 $5.8M
Greykasell Wealth Strategies, Inc. 2.27% Add +1.6% 9,363 $5.8M
Leelyn Smith, LLC 0.83% Add +15.6% 9,362 $5.8M
Grey Ledge Advisors, LLC 1.30% Reduce -2.5% 9,361 $5.8M
Camelot Technology Advisors, Inc. 4.33% Add +15.7% 9,359 $5.7M
Russell Investments Group, Ltd. 0.01% Add +19.7% 9,350 $5.7M
Global Wealth Management, LLC 3.08% Reduce -18.9% 9,327 $5.7M
Farmers Trust Co. 0.93% Reduce -0.6% 9,322 $5.7M
YHB Investment Advisors, Inc. 0.39% Add +24.8% 9,296 $5.7M
White Lighthouse Investment Management Inc. 0.80% Add +3.4% 9,286 $5.7M
Hancock Whitney Corp. 0.10% No change 9,281 $5.7M
Vigilare Wealth Management 1.92% Reduce -10.8% 9,272 $5.7M
Arrowroot Family Office, LLC 2.07% New 9,254 $5.7M
Armstrong Advisory Group, Inc. 0.38% Add +0.2% 9,250 $5.7M
Zuckerman Investment Group, LLC 0.51% Reduce -3.2% 9,227 $5.7M
Baring Financial LLC 3.44% Reduce -8.3% 9,198 $5.7M
Marino, Stram & Associates LLC 1.02% Reduce -2.0% 9,174 $5.6M
Olde Wealth Management, LLC 1.73% Reduce -0.1% 9,168 $5.6M
SkyOak Wealth, LLC 1.01% Reduce -2.5% 9,152 $5.6M
Guardian Wealth Advisors, LLC / NC 0.35% Add +0.1% 9,144 $5.6M
Founders Financial Alliance, LLC 1.06% Add +0.3% 9,104 $5.6M
First Manhattan Co. Llc. 0.01% Reduce -3.8% 9,100 $5.6M
Valued Retirements, Inc. 5.46% Reduce -4.8% 9,085 $5.6M
Covenant Asset Management, LLC 1.07% Add +2.2% 9,041 $5.6M
West Financial Advisors, LLC 0.94% Reduce -10.2% 9,021 $5.5M
Retirement Guys Formula LLC 2.52% Reduce -7.6% 9,003 $5.5M
Schmidt P J Investment Management Inc. 0.90% No change 8,994 $5.5M
Monument Capital Management 1.37% Reduce -6.5% 8,981 $5.5M
Fourth Dimension Wealth, LLC 2.01% Add +0.5% 8,971 $5.5M
Secure Asset Management, LLC 0.87% Add +11.2% 8,961 $5.5M
Montecito Bank & Trust 0.88% Reduce -1.9% 8,960 $5.5M
Members Advisory Group LLC 2.08% Reduce -0.6% 8,941 $5.5M
Ayalon Insurance Comp Ltd. 1.34% No change 8,958 $5.5M
Signaturefd, LLC 0.08% Add +7.5% 8,927 $5.5M
Boston Family Office LLC 0.35% Add +2.8% 8,919 $5.5M
Royal Capital Wealth Management, LLC 3.23% Add +0.1% 8,911 $5.5M
Corepath Wealth Partners LLC 3.67% Add +19.7% 8,723 $5.5M
Shelton Capital Management 0.11% Reduce -5.8% 8,884 $5.5M
Clear Point Advisors Inc. 4.24% Reduce -1.3% 8,884 $5.5M
Paller Financial Services Inc 4.37% — 8,878 $5.5M
Cohen Capital Management, Inc. 0.82% Add +0.1% 8,878 $5.5M
J. R. Prunier Capital Management LLC 2.27% — 8,875 $5.5M
Courier Capital LLC 0.31% Add +0.2% 8,861 $5.4M
3EDGE Asset Management, LP 0.28% Reduce -38.2% 8,810 $5.4M
Point Break Capital Management, LLC 4.82% — 8,855 $5.4M
Kensington Investment Counsel, LLC 2.21% Add +8.1% 8,849 $5.4M
JBR Co Financial Management Inc 2.27% Reduce -3.6% 8,839 $5.4M
Evolve Private Wealth, LLC 0.32% — 8,826 $5.4M
Key Client Fiduciary Advisors, LLC 1.87% Reduce -8.3% 8,813 $5.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.65% Reduce -3.8% 8,806 $5.4M
Capital Analysts, LLC 0.15% Reduce -1.2% 8,796 $5.4M
Guardian Partners Inc. 0.43% Add +1600.0% 8,925 $5.4M
Evercore Wealth Management, LLC 0.08% Reduce -13.7% 8,769 $5.4M
Vista Investment Partners LLC 1.41% Add +1.1% 8,756 $5.4M
J.E. Simmons & Co., P.C. 3.48% — 8,748 $5.4M
Glenview Trust Co 0.08% Add +89.5% 8,709 $5.4M
Jasper Ridge Partners, L.P. 0.12% Reduce -12.1% 8,707 $5.3M
Sharper & Granite LLC 1.88% Add +0.8% 8,695 $5.3M
Ketron Financial 1.78% — 8,694 $5.3M
Advance Capital Management, Inc. 0.23% Add +5.0% 8,646 $5.3M
Riverbend Wealth Management, LLC 3.34% Add +1.8% 8,646 $5.3M
Quad-Cities Investment Group, LLC 2.18% Reduce -3.9% 8,598 $5.3M
Visionary Wealth Advisors 0.24% Reduce -7.0% 8,589 $5.3M
Fortis Capital Management LLC 0.70% Add +17.2% 8,564 $5.3M
Montag A & Associates Inc. 0.24% Add +1.0% 8,556 $5.3M
Roger Wittlin Investment Advisory, LLC 3.67% Reduce -30.8% 8,553 $5.3M
Reflection Asset Management 3.73% — 8,475 $5.3M
Journey Strategic Wealth LLC 0.14% Reduce -3.4% 8,514 $5.2M
Greenwood Capital Associates LLC 0.57% Add +1.2% 8,501 $5.2M
Levin Capital Strategies, L.P. 0.45% Reduce -0.1% 8,474 $5.2M
Macroview Investment Management LLC 3.58% Reduce -1.7% 8,467 $5.2M
Ignite Planners, LLC 0.79% Add +1.7% 8,342 $5.2M
Family Legacy, Inc. 1.55% Add +0.1% 8,428 $5.2M
Vestmark Advisory Solutions, Inc. 0.07% Add +9.6% 8,418 $5.2M
Tactive Advisors, LLC 1.51% Reduce -22.6% 8,415 $5.2M
Robbins Farley 2.34% Reduce -3.9% 8,394 $5.2M
Custos Family Office, LLC 3.52% Reduce -30.6% 8,387 $5.2M
Taylor & Morgan Wealth Management, LLC 2.87% Add +0.9% 8,343 $5.1M
Home Federal Bank of Tennessee 1.33% Add +16.6% 8,335 $5.1M
Sfmg, LLC 0.34% Reduce -22.7% 8,313 $5.1M
Goldstein Advisors, LLC 0.58% Reduce -0.8% 8,311 $5.1M
Polymer Capital Management (HK) LTD 0.79% Add +19.1% 8,295 $5.1M
TRUE Private Wealth Advisors 0.51% Add +112.2% 8,283 $5.1M
GFG Capital, LLC 1.81% Reduce -2.4% 8,278 $5.1M
Purus Wealth Management, LLC 1.58% Add +0.7% 8,226 $5.1M
Castle Rock Wealth Management, LLC 1.09% Add +7.9% 8,246 $5.0M
Root Financial Partners, LLC 0.26% Add +10.6% 8,214 $5.0M
Independence Bank of Kentucky 0.63% Add +9.2% 8,191 $5.0M
PFC Capital Group, Inc. 2.07% Reduce -7.5% 8,166 $5.0M
Huntleigh Advisors, Inc. 0.84% Reduce -48.1% 8,140 $5.0M
DKM Wealth Management, Inc. 3.73% Add +2.5% 8,137 $5.0M
Linscomb Wealth, Inc. 0.21% Reduce -8.1% 8,108 $5.0M
Rainier Family Wealth Inc. 3.75% Add +12.8% 8,103 $5.0M
Kirtland Hills Capital Management, LLC 1.74% Add +337.4% 8,088 $5.0M
Lifetime Wealth Management P.C. 3.16% — 8,086 $5.0M
Park Edge Advisors, LLC 1.12% Add +296.3% 8,085 $5.0M
Montz Harcus Wealth Management LLC 2.00% Add +3.1% 8,049 $4.9M
MCF Advisors LLC 0.27% Add +2.3% 8,018 $4.9M
One Wealth Management Investment & Advisory Services, LLC 5.37% Add +5.1% 8,015 $4.9M
Three Magnolias Financial Advisors, LLC 3.06% Add +1.0% 8,010 $4.9M
Sandy Cove Advisors, LLC 1.46% Reduce -54.6% 8,006 $4.9M
Twin Peaks Wealth Advisors, LLC 1.43% Add +3.9% 7,991 $4.9M
GSG Advisors LLC 1.27% Add +0.8% 7,988 $4.9M
Bernard Wealth Management Corp. 1.99% Add +1.2% 7,982 $4.9M
Central Pacific Bank - Trust Division 0.62% Reduce -16.8% 7,982 $4.9M
Capital Developers, LLC 4.39% — 7,972 $4.9M
Harbor Investment Advisory, LLC 0.37% Add +18.9% 7,968 $4.9M
Capital Group Private Client Services, Inc. 0.08% Reduce -2.5% 7,964 $4.9M
Signal Advisors Wealth, LLC 0.39% Add +16.7% 7,937 $4.9M
Victory Financial Group, LLC 0.61% Add +19.0% 7,933 $4.9M
Stillwater Wealth Management Group 3.30% Reduce -7.0% 7,932 $4.9M
Aspiriant, LLC 0.14% Add +9.9% 7,927 $4.9M
Westmount Partners, LLC 1.21% Reduce -1.1% 7,919 $4.9M
Innovative Wealth Building LLC 3.53% Add +4.1% 7,890 $4.8M
Seamount Financial Group Inc. 2.20% Add +2.3% 7,890 $4.8M
Mfa Wealth Advisors, LLC 1.02% Reduce -38.8% 7,820 $4.8M
Game Plan Financial Advisors, LLC 2.09% Add +3.6% 7,815 $4.8M
First National Trust Co 0.16% Add +5.0% 7,808 $4.8M
Ewing Morris & Co. Investment Partners Ltd. 2.10% Add +3.2% 7,711 $4.8M
Greenfield Savings Bank 2.01% Reduce -1.4% 7,771 $4.8M
Iron Gate Global Advisors LLC 0.49% Add +5.0% 7,748 $4.8M
Fischer Investment Strategies, LLC 2.76% Reduce -36.0% 7,720 $4.7M
Capital Wealth Planning, LLC 0.03% Add +22.5% 7,720 $4.7M
NovaPoint Capital, LLC 1.22% Add +1.4% 7,712 $4.7M
Empire Life Investments Inc. 0.27% New 7,700 $4.7M
Omega Financial Group, LLC 1.57% Add +0.2% 7,692 $4.7M
Soundwatch Capital LLC 0.73% Add +0.0% 7,679 $4.7M
Deutsche Bank AG 0.00% Reduce -57.0% 7,669 $4.7M
Warm Springs Advisors Inc. 3.64% Reduce -18.5% 7,658 $4.7M
Strait & Sound Wealth Management LLC 1.75% Reduce -2.2% 7,656 $4.7M
SouthState Bank Corp 0.21% Reduce -1.7% 7,655 $4.7M
KLCM Advisors, Inc. 0.40% New 7,619 $4.7M
Marble Wealth, LLC 0.65% — 7,613 $4.7M
Teucrium Investment Advisors, LLC 5.11% — 7,580 $4.7M
Defined Wealth Management, LLC 2.68% Reduce -1.4% 7,567 $4.6M
Signature Equity Partners, LLC 2.57% — 7,551 $4.6M
BayBridge Capital Group, LLC 2.87% Reduce -2.3% 7,545 $4.6M
Symphony Financial, Ltd. Co. 0.62% Reduce -5.6% 7,494 $4.6M
Alpha Financial Partners LLC 2.82% Add +30.9% 7,510 $4.6M
Independent Advisor Alliance 0.11% Add +0.4% 7,505 $4.6M
KKM Financial LLC 0.82% Add +733.8% 7,496 $4.6M
Elevation Point Wealth Partners, LLC 0.22% Reduce -6.8% 7,491 $4.6M
Lam Group, Inc. 2.63% No change 7,475 $4.6M
Nvest Financial, LLC 1.91% Add +36.6% 7,467 $4.6M
Fifth Third Wealth Advisors LLC 0.16% Add +1.0% 7,448 $4.6M
Advisors Management Group Inc. 0.83% Reduce -1.9% 7,445 $4.6M
Paulson Wealth Management Inc. 1.06% Reduce -0.2% 7,439 $4.6M
Lakeshore Financial Planning, Inc. 1.63% Add +0.9% 7,431 $4.6M
Harmony Asset Management LLC 1.53% Add +8.0% 7,431 $4.6M
Proactive Wealth Strategies LLC 1.81% Add +13.8% 7,429 $4.6M
Journey Advisory Group, LLC 0.38% Reduce -0.6% 7,472 $4.6M
Centric Wealth Management 0.96% Add +0.0% 7,260 $4.5M
Tudor Financial Inc. 2.32% Reduce -0.4% 7,378 $4.5M
SageView Advisory Group, LLC 0.15% Reduce -1.5% 7,374 $4.5M
Becker Capital Management Inc. 0.13% Reduce -0.0% 7,368 $4.5M
Finward Bancorp 3.47% Add +0.5% 7,277 $4.5M
Rothschild Investment LLC 0.25% Add +16.6% 7,255 $4.5M
Paladin Advisory Group, LLC 3.25% Add +2.7% 7,242 $4.4M
Fort Sheridan Advisors LLC 0.56% Reduce -14.7% 7,220 $4.4M
Merkkuri Wealth Advisors LLC 3.01% Reduce -7.7% 7,210 $4.4M
Apollon Financial, LLC 0.64% Add +8.1% 7,209 $4.4M
Kelleher Financial Advisors 1.03% Add +11.0% 7,209 $4.4M
Tobias Financial Advisors, Inc. 0.63% Add +3.8% 7,205 $4.4M
Blue Bell Private Wealth Management, LLC 0.65% Add +0.0% 7,182 $4.4M
Marco Investment Management LLC 0.33% Reduce -0.4% 7,172 $4.4M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 3.42% — 7,158 $4.4M
PCG Asset Management, LLC 3.51% Reduce -2.5% 7,144 $4.4M
Clark Financial Services Group Inc. 2.33% Reduce -2.1% 7,085 $4.4M
Odyssey Capital Advisors, Inc. 3.88% — 7,109 $4.4M
Metropolitan Life Insurance Co 1.32% Reduce -18.4% 7,100 $4.4M
Ellerson Group Inc. 2.94% Reduce -1.0% 7,073 $4.3M
Kapstone Financial Advisors LLC 2.16% Add +1.5% 7,064 $4.3M
Castle Wealth Management LLC 1.44% Reduce -3.3% 7,062 $4.3M
NorthStar Asset Management LLC 1.95% Add +0.7% 7,052 $4.3M
Clayton Financial Group LLC 2.21% Reduce -0.0% 7,042 $4.3M
Sterling Financial Planning, Inc. 1.30% Reduce -2.4% 7,032 $4.3M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -6.7% 7,031 $4.3M
BankPlus Trust Department 1.13% Reduce -4.3% 7,029 $4.3M
Coastal Bridge Advisors, LLC 0.32% Reduce -8.1% 7,026 $4.3M
Woodmont Investment Counsel LLC 0.27% Reduce -2.9% 7,021 $4.3M
Morton Capital Management LLC 0.66% Add +0.1% 7,017 $4.3M
Hibernia Wealth Partners, LLC 1.30% Add +96.6% 7,014 $4.3M
Opinicus Capital, Inc. 3.00% Reduce -4.3% 7,014 $4.3M
Ironwood Financial, llc 0.73% Reduce -8.7% 6,868 $4.3M
Yanni & Associates Investment Advisors, LLC 4.30% — 6,993 $4.3M
Elm3 Financial Group, LLC 3.56% Reduce -3.5% 6,978 $4.3M
QTR Family Wealth, LLC 1.89% Add +4.5% 7,005 $4.3M
NCP Inc. 3.45% Reduce -3.3% 6,964 $4.3M
Cadent Capital Advisors, LLC 1.13% Reduce -2.1% 6,945 $4.3M
Silverlake Wealth Management LLC 0.96% Reduce -2.1% 6,940 $4.3M
Noked Israel Ltd 0.68% No change 6,940 $4.3M
Frisch Financial Group, Inc. 0.95% Add +0.1% 6,927 $4.3M
Fluent Financial, LLC 1.62% Reduce -28.9% 6,921 $4.3M
Pursue Wealth Partners LLC 2.06% Add +50.4% 6,908 $4.2M
Drexel Morgan & Co. 0.66% No change 6,900 $4.2M
Second Half Financial Partners, LLC 1.87% Add +0.1% 6,860 $4.2M
Florida Trust Wealth Management Co 0.12% Add +3.7% 6,858 $4.2M
Byrne Financial Freedom, LLC 1.93% Reduce -0.1% 6,845 $4.2M
Trust Co 0.39% Add +11.8% 6,841 $4.2M
Verdence Capital Advisors LLC 0.25% Add +11.9% 6,829 $4.2M
Larry Mathis Financial Planning, LLC 3.70% — 6,829 $4.2M
Wisconsin Wealth Advisors, LLC 4.11% Reduce -13.5% 6,826 $4.2M
Keebeck Wealth Management 0.48% Add +0.3% 6,782 $4.2M
Codex Capital Asset Management L.L.C. 1.51% No change 6,780 $4.2M
Prism Advisors, Inc. 1.11% Reduce -57.7% 6,776 $4.2M
Retirement Investment Advisors, Inc. 0.33% Reduce -2.9% 6,757 $4.2M
Essex Bank 0.90% Reduce -0.9% 6,726 $4.1M
Diversified Enterprises, LLC 0.25% Add +7.2% 6,721 $4.1M
Beaton Management Co. Inc. 1.82% Reduce -1.5% 6,715 $4.1M
WESPAC Advisors, LLC 2.23% Add +142.9% 6,706 $4.1M
Cyndeo Wealth Partners, LLC 0.22% Reduce -1.1% 6,689 $4.1M
Abound Wealth Management 0.96% Add +3.5% 6,681 $4.1M
Optimist Retirement Group LLC 1.88% Add +0.1% 6,679 $4.1M
Lifeworks Advisors, LLC 0.53% Add +8.9% 6,674 $4.1M
Exit Wealth Advisors, LLC. 2.42% Add +23.7% 6,655 $4.1M
Kaydan Wealth Management, Inc. 1.18% Add +0.6% 6,650 $4.1M
Kanawha Capital Management LLC 0.28% Reduce -0.9% 6,629 $4.1M
Argent Trust Co 0.14% Reduce -13.1% 6,628 $4.1M
Buck Wealth Strategies, LLC 0.52% Reduce -29.5% 6,608 $4.1M
Hardy Reed LLC 0.29% Reduce -0.9% 6,605 $4.1M
High Falls Advisors, Inc 0.82% Reduce -30.5% 6,605 $4.1M
GM Advisory Group, LLC 0.16% Add +137.8% 6,602 $4.1M
SVB Wealth LLC 0.24% Reduce -8.5% 6,587 $4.0M
Hantz Financial Services, Inc. 0.06% Add +1.6% 6,540 $4.0M
Strategic Family Wealth Counselors, L.L.C. 0.90% Add +1.8% 6,593 $4.0M
Compass Capital Corp. /Ma/ 1.54% Reduce -0.0% 6,536 $4.0M
OpenArc Corporate Advisory, LLC 0.07% — 6,519 $4.0M
Independent Wealth Network Inc. 1.22% Add +11.1% 6,506 $4.0M
Peddock Capital Advisors, LLC 0.84% Reduce -4.3% 6,496 $4.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +1.1% 6,459 $4.0M
Redwood Family Wealth LLC 3.92% — 6,453 $4.0M
Fiduciary Wealth Partners, LLC 1.62% No change 6,446 $4.0M
Burke & Herbert Bank & Trust Co. 1.09% Reduce -49.0% 6,445 $4.0M
Evelyn Partners Investment Management LLP 0.11% No change 6,435 $4.0M
ORBA Wealth Advisors, L.L.C. 3.43% Reduce -18.9% 6,424 $3.9M
River Wealth Advisors LLC 0.44% Reduce -2.4% 6,416 $3.9M
Taikang Asset Management (Hong Kong) Co Ltd 0.39% Add +60.3% 6,404 $3.9M
SoundView Advisors Inc. 1.37% Reduce -1.2% 6,400 $3.9M
N.E.W. Advisory Services LLC 0.29% Reduce -0.7% 6,391 $3.9M
CWA Asset Management Group, LLC 0.14% Add +23.4% 6,380 $3.9M
LBMC Investment Advisors, LLC 0.24% Add +1.3% 6,375 $3.9M
Benedict Financial Advisors Inc. 0.82% Add +18.4% 6,366 $3.9M
First Foundation Advisors 0.15% Add +6.3% 6,361 $3.9M
Oxford Financial Group, LTD. LLC 0.21% Add +5.8% 6,361 $3.9M
Madden Advisory Services, Inc. 1.57% Add +36.0% 6,359 $3.9M
Fulton Bank, N.A. 0.13% Add +14.2% 6,355 $3.9M
Clear Harbor Asset Management, LLC 0.27% Add +51.1% 6,352 $3.9M
Astoria Portfolio Advisors LLC. 0.89% Add +5.6% 6,488 $3.9M
Salem Investment Counselors Inc. 0.11% Reduce -0.8% 6,349 $3.9M
Coquina Private Wealth LLC 3.11% — 6,323 $3.9M
Zinnia Wealth Advisory, LLC 4.20% — 6,323 $3.9M
Aviance Capital Partners, LLC 0.45% Add +8.6% 6,320 $3.9M
Howard Capital Management Group, LLC 0.25% Reduce -2.5% 6,315 $3.9M
Twin Tree Management, LP 0.40% New 6,305 $3.9M
Adirondack Capital Advisors, LLC 2.60% — 6,296 $3.9M
QRG Capital Management, Inc. 0.04% Add +13.8% 6,284 $3.9M
Laird Norton Wetherby Trust Company, LLC 0.08% New 6,277 $3.9M
Roman Butler Fullerton & Co. 1.01% Reduce -19.2% 6,212 $3.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Add +11.8% 6,097 $3.8M
Keudell/Morrison Wealth Management 0.81% — 6,262 $3.8M
Plancorp, LLC 0.12% Reduce -7.1% 6,256 $3.8M
Fortress Financial Group, LLC 2.83% Add +0.1% 6,250 $3.8M
Asset Advisory Group, Inc. 1.91% — 6,221 $3.8M
Nomura Asset Management Co. Ltd. 0.01% No change 6,215 $3.8M
LOM Asset Management Ltd 1.10% Add +8.0% 6,205 $3.8M
United Capital Management of KS, Inc. 0.53% Reduce -3.8% 6,203 $3.8M
Boreal Capital Management LLC 3.49% Reduce -8.7% 6,199 $3.8M
EJMK Ventures LLC 2.34% — 6,195 $3.8M
Weil Company, Inc. 0.87% Reduce -5.1% 6,192 $3.8M
Baker Ellis Asset Management LLC 0.46% Reduce -0.6% 6,185 $3.8M
Adamsbrown Wealth Consultants LLC 1.06% Add +23.1% 6,181 $3.8M
Vines Capital Management, LLC 3.69% — 6,170 $3.8M
Investment Advisory Group, LLC 0.97% Reduce -0.5% 6,161 $3.8M
Smith Salley Wealth Management 0.19% Add +2.3% 6,159 $3.8M
Brandywine Oak Private Wealth LLC 0.32% Add +0.1% 6,153 $3.8M
Smartleaf Asset Management LLC 0.14% Add +156.1% 6,085 $3.8M
Regatta Capital Group, LLC 0.57% Reduce -2.1% 6,103 $3.7M
Keewaydin Investments LLC 1.00% — 6,102 $3.7M
Parkside Financial Bank & Trust 0.28% Add +0.6% 6,087 $3.7M
Keystone Financial Services, LLC 2.54% Add +0.6% 6,078 $3.7M
Michels Family Financial, LLC 2.74% Add +12.1% 6,077 $3.7M
Avidian Wealth Enterprises, LLC 0.14% Add +8.4% 6,071 $3.7M
Winter & Associates, Inc. 3.44% — 6,053 $3.7M
West Bancorporation Inc. 1.95% Add +77.8% 6,051 $3.7M
Manske Wealth Management 1.10% Add +2.2% 6,036 $3.7M
Cora Capital Advisors LLC 1.44% No change 6,036 $3.7M
Forum Financial Management, LP 0.05% Add +19.5% 6,016 $3.7M
Fishman Jay A Ltd. 0.30% No change 6,015 $3.7M
Affinity Capital Advisors, LLC 0.51% Reduce -2.2% 6,012 $3.7M
MOR Wealth Management, LLC 1.69% — 6,010 $3.7M
Horizon Investments, LLC 0.05% Add +3.5% 6,007 $3.7M
Fifth Lane Capital, LP 4.40% Reduce -14.3% 6,000 $3.7M
Simon Quick Advisors, LLC 0.16% Add +0.4% 5,995 $3.7M
Mitchell McLeod Pugh & Williams Inc. 0.53% Reduce -1.3% 5,992 $3.7M
Unique Wealth Strategies, LLC 1.44% Reduce -4.0% 5,991 $3.7M
GAMMA Investing LLC 0.18% Add +48.1% 5,983 $3.7M
OxenFree Capital LLC 1.93% Add +9.2% 5,982 $3.7M
FSM Wealth Advisors, LLC 0.50% Add +5.8% 5,967 $3.7M
South Shore Capital Advisors 2.68% — 5,962 $3.7M
Cladis Investment Advisory, LLC 2.00% No change 5,961 $3.7M
Highline Wealth Partners LLC 1.03% Reduce -21.2% 5,955 $3.7M
Bright Financial Advisors, Inc. 1.73% Reduce -0.3% 5,951 $3.7M
Old National Bancorp 0.06% Add +26.2% 5,950 $3.7M
Burney Co./ 0.11% Add +33.0% 5,947 $3.7M
Mayflower Financial Advisors, LLC 0.44% Reduce -2.4% 5,940 $3.6M
Guggenheim Capital LLC 0.03% Add +0.3% 5,930 $3.6M
Cascade Financial Partners, LLC 0.37% Add +1.8% 5,930 $3.6M
Earned Wealth Advisors, LLC 0.26% Add +53.1% 5,924 $3.6M
First Citizens Bank & Trust Co. 0.08% Reduce -5.9% 5,923 $3.6M
Pacific Sun Financial Corp 1.75% Reduce -0.1% 5,919 $3.6M
Mattern Capital Management, LLC 0.43% Reduce -17.1% 5,911 $3.6M
Alta Wealth Advisors LLC 1.21% Add +11.1% 5,871 $3.6M
Advisors Preferred, LLC 0.59% Add +11.6% 5,876 $3.6M
Inscription Capital, LLC 0.37% Add +27.1% 5,817 $3.6M
LeClair Wealth Partners LLC 2.07% No change 5,810 $3.6M
Hilltop National Bank 0.86% Add +0.4% 5,809 $3.6M
Private Capital Advisors, Inc. 0.36% Add +38.2% 5,790 $3.6M
Marmo Financial Group, LLC 1.68% Reduce -2.6% 5,785 $3.6M
SlateStone Wealth, LLC 0.30% Reduce -6.7% 5,780 $3.6M
Yarger Wealth Strategies, LLC 1.52% Reduce -7.4% 5,769 $3.5M
Sawgrass Asset Management LLC 0.44% Reduce -14.8% 5,758 $3.5M
DUTCH ASSET Corp 2.72% — 5,751 $3.5M
Addison Capital Co 0.88% Add +51.4% 5,750 $3.5M
Toth Financial Advisory Corp. 0.38% Add +0.4% 5,745 $3.5M
Tanglewood Legacy Advisors, LLC 1.32% No change 5,731 $3.5M
HF Advisory Group, LLC 1.23% Reduce -0.9% 5,729 $3.5M
Hilton Capital Management, LLC 0.26% Add +39.2% 5,720 $3.5M
Altfest L J & Co. Inc. 0.38% Reduce -1.3% 5,714 $3.5M
Naples Global Advisors, LLC 0.26% Add +2.1% 5,713 $3.5M
Valley National Advisers Inc. 0.49% Add +7.1% 5,713 $3.5M
Private Wealth Asset Management, LLC 0.38% Reduce -0.6% 5,706 $3.5M
Reality Financial Planning Services, LLC 3.36% — 5,705 $3.5M
Westfuller Advisors, LLC 1.41% Add +4.5% 5,685 $3.5M
Kingstone Capital Partners Texas, LLC 2.03% Reduce -0.6% 5,677 $3.5M
IMG Wealth Management, Inc. 2.21% Reduce -57.4% 5,670 $3.5M
Silver Grove Financial Group, Inc. 3.01% New 5,650 $3.5M
Johnson Financial Group, LLC 0.21% New 5,650 $3.5M
AA Financial Advisors, LLC 0.64% Add +2.8% 5,643 $3.5M
Fiduciary Trust Co 0.04% Reduce -5.3% 5,623 $3.5M
Rakuten Securities, Inc. 1.12% Reduce -0.4% 5,617 $3.5M
Compass Financial Group, INC 0.49% Reduce -0.3% 5,615 $3.4M
Kane Investment Management, Inc. 1.67% Reduce -3.4% 5,590 $3.4M
Appalachian Capital Management Ltd 2.75% — 5,588 $3.4M
Endeavor Private Wealth, Inc. 0.98% Reduce -5.8% 5,571 $3.4M
Panoramic Investment Advisors, LLC 1.86% Add +1.1% 5,567 $3.4M
Confluence Wealth Services, Inc. 0.14% Add +140.8% 5,540 $3.4M
Badgley Phelps Wealth Managers, LLC 0.06% Add +21.4% 5,537 $3.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -17.8% 5,542 $3.4M
KFG Wealth Management, LLC 0.45% Reduce -41.4% 5,527 $3.4M
Sage Investment Advisers LLC 2.54% — 5,508 $3.4M
Hutchens & Kramer Investment Management Group, LLC 1.17% Add +43.7% 5,505 $3.4M
Smith Thornton Advisors LLC 1.71% Add +0.5% 5,465 $3.4M
Raab & Moskowitz Asset Management LLC 0.73% Add +1.0% 5,459 $3.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 5,455 $3.4M
Midwest Professional Planners, LTD. 0.79% Reduce -0.9% 5,447 $3.3M
Wagner Wealth Management, LLC 0.71% Reduce -0.8% 5,435 $3.3M
SP Asset Management LLC 0.26% Add +0.2% 5,426 $3.3M
Texas Capital Bank Wealth Management Services Inc 0.19% Add +133.1% 5,414 $3.3M
Attestor Capital Ltd 1.57% — 5,354 $3.3M
Noble Wealth Management PBC 1.66% Reduce -10.6% 5,389 $3.3M
Waters Parkerson & Co., LLC 0.16% Reduce -2.3% 5,376 $3.3M
Foguth Wealth Management, LLC. 0.51% — 5,386 $3.3M
Tranquilli Financial Advisor LLC 1.92% Reduce -9.3% 5,373 $3.3M
Asset Dedication, LLC 0.22% Reduce -1.0% 5,373 $3.3M
Kraft, Davis & Associates, LLC 0.74% Add +3.9% 5,266 $3.3M
Financial Management Network Inc. 0.52% Reduce -2.4% 5,372 $3.3M
Kesler, Norman & Wride, LLC 0.56% Add +1.5% 5,357 $3.3M
Dopkins Wealth Management, LLC 1.34% Reduce -0.1% 5,354 $3.3M
STAR Financial Bank 1.68% Reduce -4.7% 5,353 $3.3M
Cardinal Point Capital Management ULC 0.21% Reduce -13.3% 5,352 $3.3M
Investmark Advisory Group LLC 1.40% Add +0.1% 5,350 $3.3M
Lavaca Capital LLC 0.56% Add +7.0% 5,350 $3.3M
Barnes Wealth Management Group, Inc 1.76% Reduce -2.1% 5,347 $3.3M
BIP Wealth, LLC 0.12% Add +67.5% 5,344 $3.3M
Higgins & Schmidt Wealth Strategies LLC 1.55% Reduce -1.4% 5,342 $3.3M
Red Crane Wealth Management, LLC 2.68% Reduce -0.4% 5,342 $3.3M
Optima Capital LLC 1.42% Reduce -1.0% 5,337 $3.3M
Private Wealth Group, LLC 1.57% Reduce -2.0% 5,328 $3.3M
Aspen Capital Management, LLC 0.81% Reduce -27.9% 5,326 $3.3M
Castleark Management LLC 0.10% New 5,320 $3.3M
LaSalle St. Investment Advisors, LLC 0.53% Add +7.2% 5,310 $3.3M
Bluespring Wealth Management, LLC 0.28% Reduce -2.2% 5,309 $3.3M
Carl P. Sherr & Co., LLC 1.45% Reduce -2.0% 5,240 $3.3M
Patron Partners, LLC 1.45% Add +1.1% 5,290 $3.2M
Value Investment Professionals, LLC 3.40% — 5,283 $3.2M
Oakmont Advisory Group, LLC 3.46% — 5,280 $3.2M
Massar Capital Management, LP 0.64% Add +88.5% 5,264 $3.2M
Tandem Investment Partners LLC 2.72% Reduce -6.2% 5,255 $3.2M
Aberdeen Group plc 0.01% Add +42.6% 5,243 $3.2M
CWC Advisors, LLC. 1.55% Reduce -0.8% 5,242 $3.2M
Veridan Wealth LLC 1.08% Reduce -0.1% 5,211 $3.2M
Fairscale Capital, LLC 2.12% Add +0.3% 5,207 $3.2M
Denver Wealth Management, Inc. 1.13% Reduce -0.8% 5,195 $3.2M
Dorato Capital Management 2.39% — 5,147 $3.2M
Tidemark, LLC 0.91% Add +14.3% 5,185 $3.2M
TSG Advice Partners, LLC 0.49% — 5,175 $3.2M
Northwest Financial Advisors 6.52% Reduce -10.3% 5,161 $3.2M
LWM Advisory Services, LLC 1.86% Add +1.7% 5,160 $3.2M
Geneva Partners, LLC 1.13% Add +3.5% 5,160 $3.2M
Benchmark Financial Wealth Advisors, LLC 0.91% Add +1.9% 5,159 $3.2M
Capital Planning Advisors, LLC 0.42% No change 5,140 $3.2M
First Citizens Financial Corp 1.56% Add +16.3% 5,136 $3.2M
Lauterbach Financial Advisors, LLC 1.54% Add +1.5% 5,136 $3.2M
Performance Wealth Partners, LLC 0.09% Add +10.1% 5,133 $3.2M
Global Wealth Strategies & Associates 0.79% Reduce -6.8% 5,127 $3.1M
Purkiss Capital Advisors LLC 1.48% Reduce -2.0% 5,127 $3.1M
Carroll Advisory Group, LLC 1.36% — 5,109 $3.1M
FC Advisory LLC 0.90% Reduce -0.2% 5,103 $3.1M
WealthTrust Asset Management, LLC 2.19% Reduce -2.5% 5,098 $3.1M
Mirador Capital Partners LP 0.43% Add +4.0% 5,093 $3.1M
Compass Financial Services Inc 1.35% Reduce -0.2% 5,083 $3.1M
Ballew Advisors, Inc 1.75% Add +0.8% 4,959 $3.1M
71 West Capital Partners 0.14% — 5,051 $3.1M
Chapin Davis, Inc. 0.73% Add +16.1% 5,050 $3.1M
Eaton Financial Holdings Company, LLC 0.83% Reduce -6.8% 5,032 $3.1M
Facet Wealth, Inc. 0.05% Add +70.1% 4,869 $3.1M
GGM Financial LLC 1.50% Reduce -0.1% 5,018 $3.1M
Pearl Planning LLC 1.88% — 5,004 $3.1M
1ST Source Bank 0.16% Add +0.3% 5,000 $3.1M
Brookwood Investment Group LLC 0.37% Add +13.9% 4,998 $3.1M
Columbia River Financial Group, LLC 1.88% Reduce -10.9% 4,993 $3.1M
Strategic Financial Concepts, LLC 2.80% Add +12.4% 4,989 $3.1M
One Day In July LLC 0.25% Add +3.5% 4,970 $3.1M
Summit Asset Management, LLC 0.43% Add +0.9% 4,969 $3.1M
Markin Asset Management, LP 3.35% — 4,959 $3.0M
Greystone Financial Group, LLC 0.47% Reduce -29.8% 4,926 $3.0M
Lifestyle Asset Management, Inc. 0.98% Add +40.6% 4,911 $3.0M
Van Hulzen Asset Management, LLC 0.22% Add +0.0% 4,911 $3.0M
Alterna Wealth Management, Inc. 2.51% Reduce -10.3% 4,907 $3.0M
Charles Schwab Trust Co 0.20% Reduce -6.0% 4,906 $3.0M
Praxis Capital Management LLC 10.78% — 4,900 $3.0M
Madison Park Capital Advisors, LLC 2.44% Add +1.2% 4,899 $3.0M
Cahill Financial Advisors Inc. 0.33% Reduce -0.0% 4,885 $3.0M
Prospera Capital Management, LLC 1.51% No change 4,884 $3.0M
Capital CS Group, LLC 4.72% Add +5.7% 4,854 $3.0M
Fort Washington Investment Advisors Inc. 0.02% Add +21.3% 4,849 $3.0M
Crusonia Wealth Advisors LLC 0.65% — 4,840 $3.0M
Wellspring Financial Advisors, LLC 0.23% Add +0.1% 1,437,073 $3.0M
Venturi Wealth Management, LLC 0.13% Reduce -4.8% 4,815 $3.0M
Intrua Financial, LLC 0.32% Reduce -1.9% 4,802 $3.0M
Massachusetts Wealth Management 1.37% Reduce -5.3% 4,798 $2.9M
Aspirean Wealth, LLC 3.22% — 4,792 $2.9M
BLVD Private Wealth, LLC 2.56% Reduce -4.0% 4,790 $2.9M
Sequent Planning LLC 0.75% Add +3.3% 4,778 $2.9M
Alpha Capital Advisors Inc. 2.72% — 4,685 $2.9M
Moss Adams Wealth Advisors LLC 0.21% Add +0.2% 4,776 $2.9M
Innova Wealth Partners 1.48% Reduce -19.4% 4,775 $2.9M
Cloud Capital Management, LLC 1.38% Add +4.9% 4,766 $2.9M
Symphony Financial Services, Inc. 1.50% Add +0.2% 4,757 $2.9M
Bank of Marin 2.02% Reduce -1.0% 4,755 $2.9M
Intrepid Capital Management Inc. 1.41% Reduce -5.0% 4,752 $2.9M
Samalin Investment Counsel, LLC 1.04% Reduce -11.2% 4,750 $2.9M
Valor Advisors LLC 2.41% — 4,716 $2.9M
Solidarity Wealth, LLC 0.59% Add +659.4% 4,693 $2.9M
Pacific Financial Group Inc. 1.60% Reduce -80.8% 4,687 $2.9M
Ameriflex Group, Inc. 1.49% Reduce -28.2% 4,684 $2.9M
Invesco Ltd. 0.00% Add +9.4% 4,682 $2.9M
RPS Advisory Solutions LLC 1.36% Reduce -2.2% 4,678 $2.9M
Lyell Wealth Management, LP 0.21% Reduce -6.9% 4,669 $2.9M
Farrow Financial, Inc. 1.65% Reduce -0.2% 4,669 $2.9M
Clark Capital Management Group, Inc. 0.02% Add +15.1% 4,656 $2.9M
Physician Wealth Advisors, Inc. 0.40% Reduce -3.1% 4,645 $2.9M
RCW Management, LLC 2.88% — 4,640 $2.9M
Bleichroeder LP 0.50% No change 4,640 $2.9M
LFA - Lugano Financial Advisors SA 1.47% Add +0.4% 4,637 $2.8M
Pinnacle Bancorp, Inc. 0.83% Add +1.9% 4,626 $2.8M
Rinkey Investments 0.72% Add +11.2% 4,600 $2.8M
Vertex Planning Partners, LLC 0.66% Add +11.2% 4,590 $2.8M
Sig Brokerage, LP 0.95% Reduce -50.5% 4,589 $2.8M
Curi Capital, LLC 0.05% Add +30.6% 4,580 $2.8M
North Capital, Inc. 2.41% Add +5.0% 4,558 $2.8M
Selective Wealth Management, Inc. 0.87% Add +18.0% 4,503 $2.8M
Ballast Rock Private Wealth LLC 1.75% — 4,557 $2.8M
NWK Group, Inc. 0.97% Reduce -5.7% 4,556 $2.8M
MinichMacGregor Wealth Management, LLC 0.51% Add +143.2% 4,555 $2.8M
Jones Kertz & Associates, Inc. 1.43% — 4,540 $2.8M
Perennial Advisors, LLC 0.46% Add +11.3% 4,493 $2.8M
First Growth Capital LLC 2.45% — 4,501 $2.8M
Intesa Sanpaolo Wealth Management 0.57% — 4,484 $2.8M
Kentucky Trust Co 1.46% Reduce -2.4% 4,483 $2.8M
Opulen Financial Group LLC 2.00% Add +1.1% 4,475 $2.7M
First Commonwealth Financial Corp 0.45% No change 4,471 $2.7M
Accredited Investors Inc. 0.15% Add +15.1% 4,469 $2.7M
Mainsail Financial Group, LLC 1.14% Add +1.7% 4,469 $2.7M
Eclectic Associates Inc. 0.43% Reduce -24.8% 4,461 $2.7M
King Luther Capital Management Corp. 0.01% Reduce -8.1% 4,459 $2.7M
SLT Holdings LLC 1.83% Reduce -1.3% 4,453 $2.7M
WoodTrust Financial Corp 0.32% Reduce -1.5% 4,431 $2.7M
Stablepoint Partners, LLC 0.42% Add +2.9% 4,428 $2.7M
FWL Investment Management, LLC 0.65% Reduce -6.2% 4,423 $2.7M
Stonebridge Financial Group, LLC 0.23% Add +0.9% 4,419 $2.7M
Elevated Capital Advisors, LLC 0.63% Reduce -4.0% 4,408 $2.7M
Peoples Bank 2.72% Reduce -1.6% 4,406 $2.7M
Helium Advisors LLC 2.73% Reduce -9.6% 4,387 $2.7M
Midwestern Financial, LLC 2.23% Reduce -3.9% 4,385 $2.7M
McClarren Financial Advisors, Inc. 1.60% Reduce -19.1% 7,393 $2.7M
MSH Capital Advisors LLC 0.57% Add +0.9% 4,351 $2.7M
Hummer Financial Advisory Services Inc 1.89% New 4,347 $2.7M
Balentine LLC 0.10% Add +0.7% 4,330 $2.7M
New England Asset Management Inc. 0.36% Reduce -34.7% 4,327 $2.7M
Welch Group, LLC 0.10% Reduce -15.0% 4,324 $2.7M
Aspen Investment Management Inc 0.80% Add +0.7% 4,323 $2.7M
J. L. Bainbridge & Co., Inc. 0.22% Add +4.9% 4,319 $2.7M
Asset Allocation & Management Company, LLC 1.06% Add +22.1% 4,315 $2.7M
West Michigan Advisors, LLC 0.61% Add +66.4% 4,314 $2.7M
Acropolis Investment Management, LLC 0.12% Reduce -12.9% 4,305 $2.6M
Oribel Capital Management, LP 0.26% No change 4,300 $2.6M
Kestra Investment Management, LLC 0.06% Add +4.1% 4,290 $2.6M
Christensen, King & Associates Investment Services, Inc. 1.12% Reduce -6.9% 4,288 $2.6M
Lazard Freres Gestion S.A.S. 0.05% Add +161.6% 4,283 $2.6M
Campbell Capital Management Inc. 0.89% Reduce -3.5% 4,279 $2.6M
Total Clarity Wealth Management, Inc. 0.63% Reduce -12.3% 4,271 $2.6M
Gateway Investment Advisers LLC 0.02% Add +22.9% 4,270 $2.6M
Pathway Financial Advisors LLC 0.33% Reduce -2.9% 4,207 $2.6M
Insight Wealth Strategies, LLC 0.30% Add +4.1% 4,265 $2.6M
Dash Acquisitions Inc. 0.55% Reduce -33.2% 4,324 $2.6M
Litman Gregory Wealth Management LLC 0.19% No change 4,256 $2.6M
Pinnacle Wealth Planning Services, Inc. 0.27% Reduce -7.3% 4,255 $2.6M
German American Bancorp, Inc. 0.22% Add +13.9% 4,255 $2.6M
Patten & Patten Inc. 0.15% Add +13.1% 4,253 $2.6M
Fort Point Capital Partners LLC 0.32% Reduce -0.0% 4,198 $2.6M
Eagle Strategies LLC 0.33% Reduce -0.6% 4,239 $2.6M
Yelin Lapidot Holdings Management Ltd. 0.52% Reduce -10.6% 4,238 $2.6M
Investment Partners Asset Management, Inc. 1.62% Reduce -0.8% 4,236 $2.6M
Oxbow Advisors, LLC 0.23% No change 4,227 $2.6M
Flavin Financial Services, Inc. 1.78% Add +3.1% 4,226 $2.6M
Patriot Financial Group Insurance Agency, LLC 0.31% Add +6.0% 4,223 $2.6M
UMB Bank, n.a. 0.03% Reduce -14.7% 4,218 $2.6M
Wellington Shields & Co., LLC 0.64% Add +9.3% 4,217 $2.6M
United Advisor Group, LLC 0.33% Reduce -2.0% 4,203 $2.6M
Awm Capital, LLC 0.23% Reduce -0.1% 4,195 $2.6M
AMG Asset Management Group, Inc. 8.30% — 4,195 $2.6M
Saxon Interests, Inc. 0.91% Reduce -1.1% 4,181 $2.6M
Triglav Investments, D.O.O. 0.16% No change 4,180 $2.6M
Platform Technology Partners 0.55% Reduce -0.9% 4,172 $2.6M
Infinity Wealth Counsel, LLC 2.33% Add +0.8% 4,165 $2.6M
WorthPointe, LLC 0.67% Reduce -20.2% 4,156 $2.6M
Tritonpoint Wealth, LLC 0.26% Reduce -22.8% 4,154 $2.6M
Weatherly Asset Management L. P. 0.20% Add +0.3% 4,150 $2.5M
Bartlett & Co. Wealth Management LLC 0.03% Add +8.2% 4,144 $2.5M
Tower Wealth Partners, Inc. 1.40% Reduce -4.0% 4,142 $2.5M
Semus Wealth Partners LLC 1.37% Reduce -18.2% 4,131 $2.5M
Coastwise Capital Group, LLC 1.30% Add +2.6% 4,114 $2.5M
PMV Capital Advisers, LLC 4.59% Reduce -3.3% 4,106 $2.5M
Narus Financial Partners, LLC 0.69% Reduce -0.1% 4,104 $2.5M
Okabena Investment Services Inc. 0.48% Add +19.6% 4,104 $2.5M
Cypress Asset Management Inc. 0.55% No change 4,102 $2.5M
Atlas Brown,Inc. 0.75% Add +1.2% 4,098 $2.5M
Net Worth Advisory Group 0.51% Add +8.0% 4,089 $2.5M
United Asset Strategies, Inc. 0.19% Add +9.4% 4,088 $2.5M
BBR Partners, LLC 0.13% Add +3.1% 4,079 $2.5M
CVFG LLC 1.72% Reduce -2.2% 4,077 $2.5M
Curran Financial Partners, LLC 0.48% Add +21.4% 4,072 $2.5M
Valtinson Bruner Financial Planning LLC 0.72% Reduce -0.9% 4,065 $2.5M
Plante Moran Financial Advisors, LLC 0.16% Add +1.9% 4,058 $2.5M
McDonald Partners LLC 0.78% Reduce -7.2% 4,054 $2.5M
Tranquility Partners, LLC 0.90% Reduce -0.2% 4,047 $2.5M
Mindset Wealth Management, LLC 0.65% Add +0.1% 4,044 $2.5M
Heritage Investors Management Corp. 0.07% Reduce -6.1% 4,036 $2.5M
Sierra Summit Advisors LLC 0.38% Reduce -3.6% 4,030 $2.5M
Kaizen Financial Strategies 1.09% Reduce -6.0% 4,027 $2.5M
Clear Trail Advisors, LLC 0.57% — 4,020 $2.5M
Williams & Novak, LLC 1.86% Add +55.8% 4,015 $2.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +508.3% 4,015 $2.5M
Meeder Advisory Services, Inc. 0.11% Add +64.8% 4,003 $2.5M
Resonant Capital Advisors, LLC 0.14% Reduce -0.3% 4,000 $2.5M
OneAscent Financial Services LLC 0.23% Reduce -36.3% 3,993 $2.5M
KG Capital Management 0.63% Add +3.3% 3,991 $2.5M
Carter Financial Group, INC. 1.45% Reduce -2.1% 3,988 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.01% Reduce -6.9% 3,985 $2.4M
Advanced Asset Management Advisors Inc 0.67% Reduce -13.8% 3,983 $2.4M
Sage Advisors, LLC 1.62% Add +11.9% 3,982 $2.4M
WealthShield Partners, LLC 0.27% Add +17.9% 3,982 $2.4M
Nalls Sherbakoff Group, LLC 1.76% Add +11.4% 3,965 $2.4M
Summit Wealth Group LLC / Co. 0.32% New 3,952 $2.4M
Vista Capital Partners, Inc. 0.24% Add +90.5% 3,948 $2.4M
Lewis Asset Management, LLC 0.99% Reduce -6.7% 3,948 $2.4M
Meridian Investment Counsel Inc. 0.58% Reduce -9.8% 3,946 $2.4M
River Street Advisors LLC 0.91% No change 3,942 $2.4M
Westwood Wealth Management 1.82% Reduce -20.8% 3,935 $2.4M
Lionshead Wealth Management, LLC 1.82% Add +1.9% 3,935 $2.4M
Murphy, Middleton, Hinkle & Parker, Inc. 1.17% Add +694.4% 16,818 $2.4M
American Money Management, LLC 0.38% Reduce -7.7% 3,917 $2.4M
Westbourne Investment Advisors, Inc. 0.66% Reduce -5.1% 3,907 $2.4M
Fortitude Financial, LLC 2.04% Reduce -82.9% 3,906 $2.4M
Patrick M Sweeney & Associates, Inc. 1.50% Reduce -0.6% 3,905 $2.4M
W1M Asset Management Ltd 0.02% New 3,892 $2.4M
Optivise Advisory Services LLC 1.38% Add +3.8% 3,889 $2.4M
Stembrook Asset Management, LLC 2.25% — 3,885 $2.4M
Granite Bay Wealth Management, LLC 0.58% Reduce -11.1% 3,884 $2.4M
MIdWestOne Financial Group, Inc. 0.27% No change 3,884 $2.4M
PCG Wealth Advisors, LLC 0.67% Reduce -1.7% 3,865 $2.4M
Colton Groome Financial Advisors, LLC 0.68% Reduce -2.3% 3,863 $2.4M
NBZ Investment Advisors LLC 1.03% Add +10.1% 3,856 $2.4M
F&V Capital Management, LLC 0.50% Reduce -0.4% 3,851 $2.4M
Beacon Bridge Wealth Partners, LLC 0.78% Add +7.8% 3,842 $2.4M
Revolve Wealth Partners, LLC 0.28% Reduce -8.6% 3,841 $2.4M
ProVise Management Group, LLC 0.17% Reduce -2.2% 3,837 $2.4M
Dock Street Asset Management Inc. 0.22% Add +10.8% 3,836 $2.4M
Pictet North America Advisors SA 0.22% No change 3,846 $2.4M
Broadleaf Partners, LLC 0.50% Add +0.4% 3,827 $2.4M
Davis Investment Partners, LLC 0.82% Reduce -3.5% 3,832 $2.3M
Saiph Capital, LLC 0.84% Reduce -1.4% 3,822 $2.3M
UNIVEST FINANCIAL Corp 0.12% Add +33.0% 3,820 $2.3M
Front Row Advisors LLC 0.78% Add +0.1% 3,816 $2.3M
Fortitude Advisory Group L.L.C. 0.99% Reduce -3.9% 3,806 $2.3M
Hoxton Planning & Management, LLC 0.70% New 3,802 $2.3M
Aldebaran Financial Inc. 2.16% Add +0.2% 3,770 $2.3M
Capital Planning LLC 0.65% Reduce -19.4% 3,805 $2.3M
Uhlmann Price Securities, LLC 1.38% No change 3,795 $2.3M
1832 Asset Management L.P. 0.00% Add +46.9% 3,785 $2.3M
Union Savings Bank 1.00% — 3,773 $2.3M
Websterrogers Financial Advisors, LLC 0.67% Reduce -0.2% 3,770 $2.3M
Gryphon Financial Partners LLC 0.25% Add +3.1% 3,769 $2.3M
American National Bank & Trust 0.22% Reduce -0.6% 3,767 $2.3M
Viewpoint Capital Management LLC 1.00% Reduce -5.8% 3,765 $2.3M
Advisor OS, LLC 0.19% Add +8.9% 3,764 $2.3M
Fortress Private Ledger, LLC 0.76% Add +6.9% 3,761 $2.3M
Peregrine Asset Advisers, Inc. 0.65% Add +0.2% 3,754 $2.3M
F/m Investments LLC 0.09% Add +4.6% 3,744 $2.3M
Bravias Capital Group, LLC 1.39% Add +14.6% 3,741 $2.3M
Capstone Financial Advisors, Inc. 0.12% Add +29.5% 3,738 $2.3M
Berbice Capital Management LLC 1.38% Add +1.6% 3,730 $2.3M
BKM Wealth Management, LLC 0.84% Reduce -61.8% 3,724 $2.3M
Veery Capital, LLC 0.70% Add +0.2% 3,720 $2.3M
Waldron Private Wealth LLC 0.09% Reduce -10.1% 3,677 $2.3M
Coordinated Financial Services, Inc. 1.31% Add +3.1% 3,668 $2.3M
Synergy Asset Management, LLC 0.23% Reduce -32.6% 3,674 $2.3M
International Private Wealth Advisors LLC 1.42% Reduce -1.9% 3,673 $2.3M
GatePass Capital, LLC 1.18% Add +24.1% 3,670 $2.3M
Allie Family Office LLC 1.05% Add +10.3% 3,670 $2.3M
Strategies Wealth Advisors, LLC 0.23% Reduce -1.0% 3,668 $2.3M
Manhattan West Asset Management, LLC 0.46% Add +2.3% 3,665 $2.3M
Westhampton Capital, LLC 1.06% Add +4.3% 3,655 $2.2M
Rydar Equities, Inc. 1.75% Reduce -0.3% 3,654 $2.2M
Cadence Bank 0.13% Reduce -19.4% 3,653 $2.2M
Arcadia Wealth Management, Inc. 1.28% Reduce -3.6% 3,642 $2.2M
Cambridge Financial Group, LLC 0.78% Add +57.8% 4,032 $2.2M
McAdam, LLC 0.10% Reduce -7.5% 3,630 $2.2M
Gilliland Jeter Wealth Management LLC 0.67% Add +55.6% 3,623 $2.2M
Sfm, LLC 1.30% Reduce -0.6% 3,618 $2.2M
Perryman Financial Advisory Inc. 0.33% — 3,617 $2.2M
CFS Investment Advisory Services, LLC 0.16% Reduce -2.3% 3,614 $2.2M
Aspect Partners, LLC 0.97% Reduce -17.3% 3,613 $2.2M
Meridian Wealth Advisors, LLC 0.31% Add +4.1% 3,599 $2.2M
waypoint wealth counsel 0.81% Add +1.2% 3,585 $2.2M
COFG Advisors, LLC 0.54% — 3,584 $2.2M
Ingalls & Snyder LLC 0.08% Add +4.5% 3,582 $2.2M
Paradigm Capital Management, LLC 2.07% Add +19.4% 3,580 $2.2M
Wealth Management Associates, Inc. 0.76% Add +1.0% 3,572 $2.2M
Bradley & Co. Private Wealth Management, LLC 1.17% No change 3,563 $2.2M
RPG Investment Advisory, LLC 0.25% Add +3.3% 3,563 $2.2M
Parsons Capital Management Inc. 0.12% Add +11.6% 3,557 $2.2M
Affiance Financial, LLC 0.35% Add +8.1% 3,554 $2.2M
Beaumont Financial Advisors, LLC 0.14% Reduce -8.2% 3,550 $2.2M
Investment Partners, LTD. 0.76% Add +28.9% 3,546 $2.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.1% 3,536 $2.2M
Weaver Consulting Group 0.53% Reduce -0.2% 3,532 $2.2M
XY Planning Network, Inc. 0.38% Add +1.2% 3,530 $2.2M
Nova Wealth Management, Inc. 1.49% Reduce -3.3% 3,529 $2.2M
Dagco, Inc. 0.50% Add +37.2% 3,527 $2.2M
Bienville Capital Management, LLC 0.34% Add +0.6% 3,526 $2.2M
Aries Wealth Management 0.48% Add +0.4% 3,526 $2.2M
WealthCare Asset Management, LLC 1.99% — 3,577 $2.2M
Mosaic Financial Group, LLC 1.47% Add +0.1% 3,513 $2.2M
One River Asset Management, LLC 1.92% Reduce -28.4% 3,512 $2.2M
Fairview Capital Investment Management, LLC 0.11% Reduce -1.7% 3,510 $2.2M
Ironwood Investment Counsel, LLC 0.30% Reduce -4.6% 3,507 $2.2M
Northeast Investment Management 0.08% Add +3.1% 3,501 $2.2M
Professional Financial Advisors, LLC 0.44% Add +14.6% 3,500 $2.1M
Financial Futures Ltd Liability Co. 0.99% Reduce -2.6% 3,489 $2.1M
Bulwark Capital Corp 1.52% No change 3,483 $2.1M
Comprehensive Financial Planning, Inc. 1.42% Reduce -0.7% 3,482 $2.1M
Pandora Wealth, Inc. 1.30% Add +0.9% 3,482 $2.1M
Avalon Capital Management 0.51% Add +41.4% 3,476 $2.1M
Wellington-Altus USA Inc. 1.58% — 3,465 $2.1M
Outfitters Financial LLC 1.67% Add +2.7% 3,453 $2.1M
Gilbert & Cook, Inc. 0.27% Add +22.1% 3,452 $2.1M
First American Trust, FSB 0.15% Add +0.9% 3,449 $2.1M
Well Done, LLC 0.32% Add +0.5% 3,439 $2.1M
Allen Mooney & Barnes Investment Advisors LLC 0.32% Add +0.4% 3,436 $2.1M
Topsail Wealth Management, LLC 0.31% Add +1.0% 3,426 $2.1M
Financial Perspectives, Inc 0.57% Add +4.2% 3,422 $2.1M
Xcel Wealth Management, LLC 0.55% Add +17.4% 3,414 $2.1M
Cannell & Spears LLC 0.04% Reduce -3.5% 3,398 $2.1M
Summit Global Investments 0.12% Reduce -2.3% 3,394 $2.1M
August Group Capital Ltd 2.30% — 3,378 $2.1M
Scarborough Advisors, LLC 0.35% Add +6.2% 3,374 $2.1M
Concord Wealth Partners 0.27% Add +8.8% 3,353 $2.1M
GHP Investment Advisors, Inc. 0.08% Add +0.1% 3,326 $2.0M
Oder Investment Management, LLC 1.48% Reduce -8.7% 3,325 $2.0M
Silvia McColl Wealth Management, LLC 1.36% No change 3,325 $2.0M
Sagace Wealth Management LLC 1.39% Reduce -4.3% 3,315 $2.0M
Global Financial Private Client, LLC 0.71% Add +0.1% 3,311 $2.0M
FAS Wealth Partners, Inc. 0.13% Reduce -4.5% 3,311 $2.0M
MKT Advisors LLC 0.69% Reduce -1.1% 3,288 $2.0M
Colorado Capital Management, Inc. 0.76% Reduce -3.0% 3,303 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -2.5% 3,303 $2.0M
Capital Asset Managemnet, LLC 2.24% — 3,294 $2.0M
Cape Investment Advisory, Inc. 0.62% Add +765.5% 3,289 $2.0M
BSW Wealth Partners 0.24% Reduce -9.9% 3,288 $2.0M
Independence Wealth Advisors, LLC 1.14% — 3,286 $2.0M
Manchester Capital Management LLC 0.27% Reduce -37.5% 3,285 $2.0M
Aviso Wealth Management 0.85% Reduce -7.5% 3,283 $2.0M
Congress Park Capital LLC 0.60% Reduce -3.4% 3,283 $2.0M
Passive Capital Management, LLC. 0.63% No change 3,276 $2.0M
Davis R M Inc. 0.03% Add +0.2% 3,275 $2.0M
CX Institutional 0.06% Add +8.2% 3,271 $2.0M
Mezzasalma Advisors, LLC 0.48% Reduce -1.2% 3,271 $2.0M
Sierra Capital LLC 0.21% No change 3,260 $2.0M
Raleigh Capital Management Inc. 0.73% Reduce -5.7% 3,257 $2.0M
Security National Bank 0.29% Add +23.1% 3,255 $2.0M
Morton Brown Family Wealth, LLC 0.54% Add +1.4% 3,234 $2.0M
San Luis Wealth Advisors LLC 0.33% Reduce -10.4% 3,230 $2.0M
Barnes Pettey Financial Advisors, LLC 0.98% Add +97.3% 3,228 $2.0M
Howland Capital Management LLC 0.08% Add +13.3% 3,228 $2.0M
Seeds Investor LLC 0.38% Reduce -0.4% 3,219 $2.0M
Mathes Company, Inc. 0.71% Reduce -23.8% 3,210 $2.0M
Plan Group Financial, LLC 0.51% Reduce -69.9% 3,208 $2.0M
Jackson, Grant Investment Advisers, Inc. 0.65% Add +5.0% 3,203 $2.0M
Centurion Wealth Management LLC 0.43% Reduce -1.9% 3,198 $2.0M
Alliance Wealth Management Group 0.43% Add +37.3% 3,193 $2.0M
Towercrest Capital Management 0.31% Add +37.3% 3,193 $2.0M
Evelyn Partners Investment Management (Europe) Ltd 0.64% Reduce -1.9% 3,190 $2.0M
Lazari Capital Management, Inc. 0.66% Add +0.2% 3,185 $2.0M
Stonebridge Financial Group, LLC / MO 1.69% — 3,183 $2.0M
Nicolet Bankshares Inc. 0.31% Add +3.3% 3,176 $2.0M
McGuire Capital Advisors Inc. 1.24% — 3,173 $1.9M
Indiana Trust & Investment Management Co 0.57% No change 3,170 $1.9M
Diversified Portfolios, Inc. 0.16% Reduce -7.3% 3,161 $1.9M
Koss-Olinger Consulting, LLC 0.15% Reduce -27.4% 3,158 $1.9M
Trust Point Inc. 0.15% Reduce -0.6% 3,156 $1.9M
Premier Private Wealth Management LLC 2.00% — 3,089 $1.9M
Chemistry Wealth Management LLC 0.36% Add +0.6% 3,147 $1.9M
Dearborn Partners LLC 0.10% Reduce -1.7% 3,140 $1.9M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.9M
Wolff Financial Management LLC 0.43% Reduce -4.6% 3,126 $1.9M
HM Payson & Co. 0.03% Reduce -10.2% 3,123 $1.9M
Stonehearth Capital Management, LLC 0.71% Reduce -72.2% 3,114 $1.9M
First Financial Group Corp 1.63% Reduce -7.4% 3,112 $1.9M
Koenig Investment Advisory, LLC 1.55% — 3,131 $1.9M
X-Square Capital, LLC 0.62% Add +1.4% 3,104 $1.9M
Snider Financial Group 0.51% Add +71.2% 3,101 $1.9M
Regent Peak Wealth Advisors LLC 0.38% Add +0.4% 3,099 $1.9M
Central Valley Advisors, LLC 0.57% Reduce -4.0% 3,096 $1.9M
Oakworth Capital, Inc. 0.10% Add +2.3% 3,083 $1.9M
MFA Wealth Services 1.28% Reduce -1.7% 3,082 $1.9M
SeaBridge Investment Advisors LLC 0.31% Reduce -3.0% 3,081 $1.9M
Frederick Financial Consultants, LLC 1.03% Reduce -12.5% 3,075 $1.9M
Dorsey & Whitney Trust CO LLC 0.10% No change 3,074 $1.9M
Range Advisory, LLC 0.49% — 3,071 $1.9M
Nilsine Partners, LLC 0.16% Reduce -0.8% 3,070 $1.9M
Tocqueville Asset Management L.P. 0.03% Reduce -0.1% 3,054 $1.9M
Brand Asset Management Group, Inc. 0.52% Add +3.6% 3,053 $1.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.66% Add +538.2% 3,044 $1.9M
Family Investment Center, Inc. 0.38% Reduce -0.1% 3,039 $1.9M
Vernal Point Advisors, LLC 0.77% No change 3,035 $1.9M
Hobbs Group Advisors, LLC 0.56% Add +7.3% 3,034 $1.9M
Itau Unibanco Holding S.A. 0.05% New 3,010 $1.9M
Keystone Global Partners, LLC 0.82% Reduce -3.1% 3,027 $1.9M
Alerus Financial NA 0.09% Reduce -0.9% 3,020 $1.9M
Denver PWM, LLC 0.62% No change 3,360 $1.9M
Wealthspan Partners, LLC 0.67% Reduce -5.0% 3,001 $1.8M
Guyasuta Investment Advisors Inc. 0.10% Reduce -17.6% 2,997 $1.8M
Legacy Edge Advisors, LLC 0.20% Reduce -0.8% 2,995 $1.8M
Ferguson Shapiro LLC 0.57% Reduce -9.5% 2,994 $1.8M
Elite Financial, Inc. 0.84% No change 2,992 $1.8M
John A. Wolfe & Associates, Inc. 0.99% — 2,989 $1.8M
Zions Bancorporation, National Association 0.08% Add +1.9% 2,978 $1.8M
Crumly & Associates Inc. 0.38% Add +32.1% 2,978 $1.8M
Midland Wealth Advisors, LLC 0.10% Reduce -2.0% 2,974 $1.8M
Johnson Financial Group, Inc. 0.07% Add +2.0% 2,970 $1.8M
Redwood Financial Network Corp 1.16% Add +2.6% 2,965 $1.8M
ERn Financial, LLC 0.34% Add +8.3% 2,960 $1.8M
Beacon Financial Advisory LLC 0.42% Reduce -1.2% 2,940 $1.8M
T. Rowe Price Associates Inc. 0.00% Reduce -99.7% 2,937 $1.8M
Stelac Advisory Services LLC 0.64% Reduce -2.7% 2,937 $1.8M
CFO4Life Group, LLC 0.26% Reduce -11.8% 2,927 $1.8M
Elevation Wealth Partners, LLC 0.64% Add +123.8% 2,921 $1.8M
Alteri Wealth LLC 0.58% Add +1.8% 2,918 $1.8M
Kohmann Bosshard Financial Services, LLC 0.16% Reduce -0.1% 2,918 $1.8M
Waddell & Associates, LLC 0.12% Add +0.1% 2,914 $1.8M
Smart Portfolios, LLC 1.78% Reduce -19.7% 2,914 $1.8M
Ipswich Investment Management Co., Inc. 0.41% Reduce -1.0% 2,914 $1.8M
WT Wealth Management 0.51% Add +0.6% 2,913 $1.8M
Elevation Wealth Management LLC 1.71% — 2,906 $1.8M
Quest 10 Wealth Builders, Inc. 1.60% Reduce -3.2% 2,905 $1.8M
Autumn Glory Partners, LLC 0.63% Add +61.5% 2,904 $1.8M
Blackston Financial Advisory Group, LLC 1.08% Add +1.6% 2,892 $1.8M
Core Wealth Partners LLC 0.80% Reduce -6.9% 2,883 $1.8M
Gentry Private Wealth, LLC 1.11% Reduce -12.3% 2,879 $1.8M
Winebrenner Capital Management LLC 1.18% Reduce -15.8% 2,877 $1.8M
Evernest Financial Advisors, LLC 0.37% Add +0.2% 2,877 $1.8M
Northstar Advisory Group, LLC 0.63% Reduce -3.0% 2,875 $1.8M
Orange Investment Advisors, Inc. 0.19% Add +4.6% 2,867 $1.8M
Cedrus Wealth Group LLC 1.62% — 2,866 $1.8M
Grange Capital, LLC 1.69% Reduce -1.6% 2,860 $1.8M
Quantum Private Wealth, LLC 0.51% No change 2,852 $1.8M
MPS Loria Financial Planners, LLC 0.45% Add +1.6% 2,849 $1.8M
BridgePort Financial Solutions, LLC 0.47% Add +11.6% 2,846 $1.7M
BNC Wealth Management, LLC 0.45% Reduce -13.1% 2,837 $1.7M
Wimmer Associates 1, LLC 0.81% Reduce -0.7% 2,835 $1.7M
Tortoise Investment Management, LLC 0.15% Add +6.0% 2,829 $1.7M
Grantvest Financial Group LLC 1.11% Reduce -5.6% 2,829 $1.7M
Dana Investment Advisors, Inc. 0.05% Reduce -0.7% 2,829 $1.7M
Princeton Global Asset Management LLC 0.28% Add +955.2% 2,828 $1.7M
Empirical Asset Management, LLC 0.49% Reduce -0.0% 39,921 $1.7M
Klingman & Associates, LLC 0.08% Reduce -0.7% 2,802 $1.7M
Sageworth Trust Co 0.07% Add +169.9% 2,791 $1.7M
Wealth Effects LLC 0.54% Add +0.8% 2,788 $1.7M
GoalVest Advisory LLC 0.33% Add +104.0% 2,787 $1.7M
Slagle Financial, LLC 0.60% Add +8.7% 2,775 $1.7M
Code Waechter LLC 1.09% Add +1.8% 2,773 $1.7M
Catalina Capital Group, LLC 1.04% Add +1.9% 2,768 $1.7M
HHM Wealth Advisors, LLC 0.20% New 2,758 $1.7M
Blueline Advisors LLC 1.38% — 2,751 $1.7M
HRC Wealth Management, LLC 0.81% Reduce -3.1% 2,749 $1.7M
City Center Advisors, LLC 1.55% Add +0.4% 2,745 $1.7M
Birchcreek Wealth Management, LLC 0.83% Reduce -13.3% 2,738 $1.7M
Chesley Taft & Associates LLC 0.07% Add +83.4% 2,735 $1.7M
MUFG Securities EMEA plc 0.02% Reduce -43.9% 2,734 $1.7M
Chilton Capital Management LLC 0.06% Reduce -11.9% 2,734 $1.7M
Portside Wealth Group, LLC 0.23% Add +31.9% 2,734 $1.7M
Walker Financial Services, Inc. 0.61% Reduce -31.1% 2,729 $1.7M
Alaethes Wealth, LLC 0.47% Reduce -12.8% 2,723 $1.7M
Millennium Capital Advisors, LLC 0.98% No change 2,718 $1.7M
Berkshire Asset Management LLC 0.07% Add +0.4% 2,717 $1.7M
Encompass Wealth Advisors, LLC 0.57% Reduce -27.3% 2,714 $1.7M
Taylor Financial Group, Inc. 0.98% Add +0.2% 2,708 $1.7M
Tompkins Financial Corp. 0.13% Reduce -1.6% 2,708 $1.7M
Private Capital Management, LLC 0.16% Reduce -2.3% 2,696 $1.7M
Quantum Financial Advisors, LLC 0.19% Reduce -3.2% 2,694 $1.7M
Financial Planning Hawaii, Inc. 0.95% — 2,692 $1.7M
Van Cleef Asset Management,Inc 0.17% Add +1.8% 2,684 $1.6M
TCFG Wealth Management, LLC 0.65% Reduce -3.5% 2,682 $1.6M
Intelligence Driven Advisers, LLC 0.24% Reduce -1.3% 2,680 $1.6M
WealthPlan Investment Management, LLC 0.10% Reduce -61.0% 2,679 $1.6M
Forty-three Eighteen Advisors, LLC 1.28% — 2,678 $1.6M
AmeriServ Wealth Advisors 0.96% Reduce -5.8% 2,677 $1.6M
Cherry Creek Investment Advisors, Inc. 0.70% Reduce -4.4% 2,669 $1.6M
Breakthru Advisory Services, LLC 1.04% Add +6.1% 2,661 $1.6M
Towne Trust Company, N.A 0.51% Add +4.9% 2,655 $1.6M
Discipline Wealth Solutions, LLC 0.30% Add +39.9% 2,650 $1.6M
Sage Capital Advisors,llc 0.39% Add +0.1% 2,649 $1.6M
Opal Capital LLC 0.41% — 2,648 $1.6M
NCM Capital Management, LLC 0.60% No change 2,646 $1.6M
Chicago Capital, LLC 0.04% Reduce -0.7% 2,638 $1.6M
Acorn Wealth Advisors, LLC 0.48% Reduce -16.9% 2,636 $1.6M
Willner & Heller, LLC 1.16% Reduce -0.8% 2,635 $1.6M
Austin Private Wealth, LLC 0.12% Reduce -5.4% 2,634 $1.6M
Long Run Wealth Advisors, LLC 0.30% Add +0.3% 2,633 $1.6M
Cambridge Advisors Inc. 0.31% No change 2,633 $1.6M
Fiduciary Group, LLC 0.14% Add +1.9% 2,632 $1.6M
Ullmann Wealth Partners Group, LLC 0.17% No change 2,570 $1.6M
Blue Fin Capital, Inc. 0.25% Reduce -0.6% 2,631 $1.6M
Signet Private Wealth LLC 1.55% — 2,628 $1.6M
Solstein Capital, LLC 0.65% No change 2,628 $1.6M
Traphagen Investment Advisors LLC 0.13% Add +47.6% 2,626 $1.6M
Stiles Financial Services Inc 0.50% Reduce -0.7% 2,622 $1.6M
Rockwood Wealth Management, LLC 0.12% Reduce -3.8% 2,620 $1.6M
Disciplined Investments, LLC 0.62% Reduce -2.2% 2,616 $1.6M
Total Wealth Planning & Management, Inc. 1.27% — 2,615 $1.6M
Grant Private Wealth Management Inc 0.97% Add +25.2% 2,610 $1.6M
Halbert Hargrove Global Advisors, LLC 0.08% Reduce -7.0% 2,607 $1.6M
Breakwater Capital Group 0.22% Reduce -0.6% 2,606 $1.6M
Edge Financial Advisors LLC 0.67% Reduce -0.4% 2,605 $1.6M
BigSur Wealth Management LLC 0.39% Add +0.7% 2,604 $1.6M
Pacific Asset Management, LLC 0.96% Add +0.2% 2,601 $1.6M
Copley Financial Group, Inc. 0.99% Add +4.1% 2,600 $1.6M
TigerOak Management, L.L.C. 0.49% Reduce -1.9% 2,592 $1.6M
Common Fund for Nonprofit Organizations 0.13% Add +0.3% 2,592 $1.6M
Legacy Financial Advisors, Inc. 0.22% Add +0.0% 2,591 $1.6M
North Point Portfolio Managers Corp. 0.27% Add +0.0% 2,587 $1.6M
Wealth Analytics Partners, LLC 0.62% — 2,586 $1.6M
Cornerstone Planning, LLC 0.37% — 2,585 $1.6M
Global Strategic Investment Solutions, LLC 0.16% Add +0.0% 2,583 $1.6M
Bridgewealth Advisory Group, LLC 0.35% Add +1.4% 2,575 $1.6M
Fairman Group, LLC 1.26% No change 2,572 $1.6M
Capstone Investment Advisors, LLC 0.02% Reduce -86.5% 2,572 $1.6M
Lowe Brockenbrough & Co. Inc. 0.08% Add +31.7% 2,567 $1.6M
Cedar Wealth Management, LLC 0.47% Reduce -0.4% 2,565 $1.6M
Powers Advisory Group, LLC 0.59% Add +4.1% 2,559 $1.6M
Colonial River Investments, LLC 0.56% Reduce -3.3% 2,558 $1.6M
RB Capital Management, LLC 0.33% Add +15.1% 2,553 $1.6M
Sentinel Wealth Management, Inc. 1.30% Reduce -5.9% 2,550 $1.6M
Armbruster Capital Management, Inc. 0.26% No change 2,549 $1.6M
Ehrlich Financial Group 0.89% Reduce -2.5% 2,546 $1.6M
Financial Advisors Network, Inc. 0.21% Add +0.9% 2,543 $1.6M
Beacon Investment Advisory Services, Inc. 0.06% Add +2.4% 2,539 $1.6M
Baron Wealth Management LLC 0.48% Add +0.0% 2,538 $1.6M
Cahaba Wealth Management, Inc. 0.11% Add +32.1% 2,537 $1.6M
Genesis Financial Group, LLC 0.90% — 2,537 $1.6M
Tortuga Wealth Management, Inc 1.64% — 2,531 $1.6M
Integrity Wealth Solutions LLC 0.61% Reduce -0.7% 2,530 $1.6M
Shoker Investment Counsel, Inc. 0.46% Reduce -15.1% 2,529 $1.6M
Second Line Capital, LLC 0.32% Add +2.2% 2,519 $1.5M
Taylor Securities Services, Inc. 0.70% — 2,505 $1.5M
Lake Hills Wealth Management, LLC 0.80% Reduce -90.3% 2,496 $1.5M
Fullerton Fund Management Co Ltd. 0.07% Reduce -73.1% 2,496 $1.5M
Wick Capital Partners, LLC 0.27% Add +0.5% 2,491 $1.5M
Leading Edge Financial Planning LLC 0.35% Reduce -0.2% 2,489 $1.5M
Bayban 1.35% — 2,482 $1.5M
Means Investment Co., Inc. 0.13% Reduce -0.1% 2,481 $1.5M
TCTC Holdings, LLC 0.05% No change 2,480 $1.5M
Wealthquest Corp 0.12% New 2,479 $1.5M
Collaborative Wealth Managment Inc. 0.54% Reduce -6.2% 2,477 $1.5M
Mann Financial Group, Inc. 1.47% Add +8.8% 2,475 $1.5M
Lynch Investment Planning, LLC 1.45% — 2,461 $1.5M
Checchi Capital Advisers, LLC 0.10% Reduce -11.4% 2,456 $1.5M
Jeppson Wealth Management, LLC 0.48% Add +2.0% 2,454 $1.5M
Register Financial Advisors LLC 0.59% Add +5.4% 2,453 $1.5M
BOK Financial Private Wealth, Inc. 0.09% Add +5.7% 2,449 $1.5M
Wealth Architects, LLC 0.14% Add +0.0% 2,448 $1.5M
HORAN Wealth, LLC 0.23% New 2,446 $1.5M
Basso Capital Management, L.P. 0.89% Add +94.3% 2,442 $1.5M
Laidlaw Wealth Management LLC 4.63% Add +4.0% 2,436 $1.5M
Community Bank, N.A. 0.18% Add +8.3% 2,432 $1.5M
ATX Financial Planning, LLC 1.15% — 2,430 $1.5M
Gaddis Premier Wealth Advisors LLC 1.13% — 2,428 $1.5M
Drake & Associates, LLC 0.30% Add +15.1% 2,425 $1.5M
Geometric Wealth Advisors 0.19% Reduce -0.1% 2,424 $1.5M
Osborne Partners Capital Management, LLC 0.08% Reduce -1.0% 2,422 $1.5M
GPS Wealth Strategies Group, LLC 1.27% Reduce -96.3% 2,422 $1.5M
Stewardship Advisors, LLC 0.34% Reduce -1.1% 2,415 $1.5M
CDM Financial Counseling Services, Inc. 1.38% — 2,403 $1.5M
Brooklyn Investment Group 0.07% Add +273.2% 2,377 $1.5M
FSC Wealth Advisors, LLC 2.39% Reduce -63.1% 2,397 $1.5M
Delta Accumulation, LLC 1.50% Add +0.1% 2,397 $1.5M
Strata Wealth Advisors, LLC 0.41% Reduce -32.9% 2,394 $1.5M
Forefront Wealth Management Inc. 1.05% Reduce -12.5% 2,392 $1.5M
Romano Brothers and Company 0.17% Reduce -2.0% 2,387 $1.5M
Harbor Group, Inc. 0.22% Add +1.2% 2,385 $1.5M
Appleton Partners Inc. 0.10% Reduce -1.7% 2,385 $1.5M
Aspire Growth Partners LLC 1.02% Add +0.2% 2,380 $1.5M
Arvest Bank Trust Division 0.08% Add +32.2% 2,375 $1.5M
Hansen & Associates Financial Group, Inc. 0.80% Reduce -44.6% 2,384 $1.5M
First PREMIER Bank 0.33% Reduce -0.7% 2,369 $1.5M
Thompson David Blair 0.83% — 2,358 $1.4M
WealthTrust Axiom LLC 0.37% Add +1.0% 2,354 $1.4M
Charter Research & Investment Group, Inc. 0.97% Add +8.7% 2,353 $1.4M
First Financial Corp. 0.54% Reduce -6.0% 2,349 $1.4M
Beacon Bank & Trust 0.29% Reduce -4.1% 2,349 $1.4M
Bfsg, LLC 0.14% No change 2,340 $1.4M
Aaron Wealth Advisors LLC 0.08% No change 2,334 $1.4M
Breachway Investments LLC 1.51% — 2,333 $1.4M
Key Financial Inc 0.26% Add +4.8% 2,330 $1.4M
Thoma Capital Management LLC 0.82% Reduce -8.8% 2,326 $1.4M
Walkner Condon Financial Advisors LLC 0.20% Add +1.7% 2,323 $1.4M
Wolff Wiese Magana LLC 0.78% Reduce -1.2% 2,321 $1.4M
Granger Management LLC 0.38% No change 2,319 $1.4M
Carrera Capital Advisors 0.24% Add +99.3% 2,316 $1.4M
Synergy Investment Management, LLC 0.50% Reduce -21.5% 2,312 $1.4M
Northstar Group, Inc. 0.20% Add +4.8% 2,310 $1.4M
Garton & Associates Financial Advisors LLC 0.82% — 2,307 $1.4M
Aerodigm Wealth, LLC 0.55% Add +36.1% 2,307 $1.4M
Vantage Point Financial LLC 0.51% Reduce -17.5% 2,305 $1.4M
EHP Funds Inc. 3.24% Reduce -84.0% 2,300 $1.4M
Boyum Wealth Architects LLC 0.66% Reduce -19.0% 2,267 $1.4M
Bannerstone Capital Management, LLC 1.35% — 2,289 $1.4M
Wise Wealth Partners 2.02% Add +9.4% 2,288 $1.4M
Mascoma Wealth Management LLC 0.30% No change 2,287 $1.4M
S.A. Mason LLC 0.55% Reduce -1.4% 2,280 $1.4M
J. Derek Lewis & Associates Inc. 0.33% — 2,276 $1.4M
Veracity Capital LLC 0.41% Reduce -5.4% 2,275 $1.4M
VestGen Investment Management 0.77% Add +314.2% 2,274 $1.4M
Atomic Invest LLC 0.78% — 2,252 $1.4M
Heritage Wealth Management, Inc. 0.90% Reduce -3.3% 2,271 $1.4M
Mascagni Wealth Management, Inc. 1.04% Add +4.4% 2,271 $1.4M
Advocate Investing Services LLC 1.25% — 2,269 $1.4M
Perissos Private Wealth Management, LLC 1.20% Reduce -87.6% 2,266 $1.4M
Icon Wealth Advisors, LLC 0.09% Add +19.6% 2,246 $1.4M
Catalyst Private Wealth, LLC 0.61% Reduce -2.2% 2,260 $1.4M
Nemes Rush Group LLC 0.13% No change 2,259 $1.4M
LongView Asset Management LLC 0.97% Reduce -53.2% 2,257 $1.4M
Heck Capital Advisors, LLC 0.10% No change 2,250 $1.4M
Smart Money Group LLC 0.40% Add +19.4% 2,249 $1.4M
Cornerstone Capital, Inc. 0.14% Add +16.9% 2,247 $1.4M
Wealth Dimensions Group, Ltd. 0.27% No change 2,245 $1.4M
Prevail Innovative Wealth Advisors, LLC 0.25% Add +392.5% 2,241 $1.4M
Tanager Wealth Management LLP 0.14% Reduce -0.1% 2,241 $1.4M
Stone Wealth Partners 1.22% — 2,226 $1.4M
Am Investment Strategies LLC 0.28% No change 2,225 $1.4M
Clifford Swan Investment Counsel LLC 0.05% Reduce -7.7% 2,222 $1.4M
Sulzberger Capital Advisors, Inc. 1.38% No change 2,218 $1.4M
JGP Wealth Management, LLC 0.14% Add +7.6% 2,216 $1.4M
Yukon Wealth Management, Inc. 0.78% Reduce -82.5% 2,244 $1.4M
ETF Store, Inc. 1.38% Add +3.9% 2,209 $1.4M
CacheTech Inc. 0.25% New 2,203 $1.4M
Angeles Wealth Management, LLC 0.07% Add +13.1% 2,197 $1.3M
WMG Financial Advisors, LLC 0.55% Reduce -44.6% 2,191 $1.3M
Threadgill Financial, LLC 0.55% Add +0.2% 2,184 $1.3M
Fragasso Financial Advisors Inc 0.08% Reduce -0.4% 2,181 $1.3M
Capital Asset Advisory Services LLC 0.05% Reduce -63.2% 2,148 $1.3M
Accretive Wealth Partners, LLC 0.40% Reduce -5.1% 2,180 $1.3M
Focused Alpha, LLC 0.39% — 2,180 $1.3M
CenterStar Asset Management, LLC 2.11% New 2,177 $1.3M
StoneCrest Wealth Management, Inc. 0.54% Reduce -4.0% 2,174 $1.3M
Permanent Capital Management, LP 0.26% Add +4.3% 2,173 $1.3M
Payne Capital Management, LLC 0.42% Add +2.0% 2,170 $1.3M
Great Diamond Partners, LLC 0.26% Reduce -0.9% 2,164 $1.3M
Inspirion Wealth Advisors, LLC 0.16% Reduce -6.0% 2,156 $1.3M
Milestones Private Investment Advisors LLC 0.91% Reduce -0.6% 2,156 $1.3M
Rhodes Investment Advisors Inc. 1.07% — 2,150 $1.3M
Kingdom Financial Group LLC. 0.41% New 2,147 $1.3M
Diversified Investment Strategies, LLC 0.86% No change 2,147 $1.3M
NDWM LLC 0.87% Reduce -0.2% 2,146 $1.3M
Sentinel Pension Advisors, LLC 0.20% Add +14.8% 2,146 $1.3M
Reliant Investment Partners, LLC 1.03% Reduce -0.1% 2,145 $1.3M
Tradewinds Capital Management, LLC 0.28% Add +0.5% 2,145 $1.3M
D.B. Root & Company, LLC 0.32% Reduce -3.7% 2,137 $1.3M
Merrion Investment Management Co, LLC 0.71% No change 2,136 $1.3M
Sheridan Capital Management, LLC 0.66% Reduce -0.6% 2,133 $1.3M
Maple Capital Management, Inc. 0.08% No change 2,133 $1.3M
Novem Group 0.15% Add +9.8% 2,124 $1.3M
17 Capital Partners, LLC 0.68% Reduce -21.4% 2,123 $1.3M
Ipsen Advisor Group LLC 0.93% Reduce -3.2% 2,121 $1.3M
ArchPoint Investors 0.31% Reduce -2.1% 2,118 $1.3M
Montis Financial, LLC 0.26% Add +2.8% 2,116 $1.3M
Arkos Global Advisors 0.17% Add +0.5% 2,115 $1.3M
Teamwork Financial Advisors, LLC 0.14% Reduce -12.7% 2,111 $1.3M
Illumine Investment Management, LLC 0.95% Reduce -22.1% 2,111 $1.3M
Blackhawk Capital Partners, LLC 0.49% Add +12.4% 2,111 $1.3M
Good Harbor Advisors, Inc. 1.51% — 2,106 $1.3M
4WEALTH Advisors, Inc. 1.12% Reduce -5.3% 2,101 $1.3M
Trajan Wealth LLC 0.05% Reduce -10.5% 2,098 $1.3M
Park National Corp. 0.04% Reduce -1.7% 2,097 $1.3M
Sittner & Nelson, LLC 0.46% Reduce -0.3% 2,110 $1.3M
Sun Financial Inc 0.72% — 2,092 $1.3M
Foronjy Financial LLC 0.54% Reduce -4.6% 2,091 $1.3M
Mayport, LLC 0.26% Add +471.5% 2,086 $1.3M
Miller Investment Management, LP 0.13% No change 2,084 $1.3M
Burk Holdings LLC 0.61% Add +8.2% 2,081 $1.3M
Argentarii, LLC 0.42% Add +0.2% 2,076 $1.3M
Mosaic Advisors LLC 2.45% New 2,072 $1.3M
Align Financial, LLC 0.74% — 1,271,636 $1.3M
DiPaolo Financial Group, Inc. 1.35% — 2,064 $1.3M
Richardson Capital Management LLC 0.64% Add +2.2% 2,063 $1.3M
L & S Advisors Inc 0.13% Add +3.7% 2,063 $1.3M
Revisor Wealth Management LLC 0.34% Add +47.6% 2,182 $1.3M
5T Wealth, LLC 0.50% Add +14.4% 2,056 $1.3M
Northstar Financial Companies, Inc. 1.00% Add +50.9% 2,054 $1.3M
James Investment Research, Inc. 0.14% Reduce -6.7% 2,050 $1.3M
Aire Advisors, LLC 0.23% Reduce -41.7% 2,044 $1.3M
Truepoint, Inc. 0.03% Add +46.6% 2,043 $1.3M
Howard Wealth Management, LLC 0.55% Add +0.1% 2,040 $1.3M
Darden Wealth Group Inc 0.61% Reduce -0.5% 2,039 $1.3M
Clearwater Capital Advisors, LLC 0.10% Reduce -14.6% 2,038 $1.3M
Roble, Belko & Company, Inc 0.16% No change 2,037 $1.3M
Atlas Legacy Advisors, LLC 0.22% Add +7.4% 2,032 $1.2M
Schear Investment Advisers, LLC 0.54% Reduce -1.1% 2,027 $1.2M
Financial Synergies Wealth Advisors, Inc. 0.12% Add +22.1% 2,022 $1.2M
Clarus Group, Inc. 0.44% No change 2,005 $1.2M
Great Lakes Retirement, Inc. 0.13% Add +13.3% 2,004 $1.2M
Rialto Wealth Management, LLC 0.29% Reduce -0.6% 2,004 $1.2M
Strategic Advisory Partners, LLC 1.02% — 2,002 $1.2M
Allegheny Financial Group 0.18% Add +6.9% 2,001 $1.2M
Bantamac Capital, LLC 0.87% New 2,000 $1.2M
ICW Investment Advisors LLC 0.45% Add +8.8% 1,999 $1.2M
Manchester Financial Inc. 0.23% Reduce -1.9% 1,994 $1.2M
Seelaus Asset Management LLC 0.99% Reduce -6.0% 1,992 $1.2M
Hobart Private Capital, LLC 0.24% Add +102.5% 1,991 $1.2M
McHugh Group, LLC 0.70% No change 1,976 $1.2M
Ares Financial Consulting, LLC 1.16% — 1,976 $1.2M
Dunhill Financial, LLC 0.38% Add +11.1% 1,975 $1.2M
Element Wealth, LLC 0.50% Reduce -44.6% 1,968 $1.2M
Baxter Bros Inc. 0.14% Reduce -4.8% 1,966 $1.2M
Wealthedge Investment Advisors, LLC 0.45% Add +0.2% 1,965 $1.2M
Virtue Asset Management LLC 0.98% Add +0.4% 1,960 $1.2M
Significant Wealth Partners LLC 1.34% Reduce -48.1% 1,959 $1.2M
Pacific Point Advisors, LLC 0.64% Add +0.4% 1,959 $1.2M
Tred Avon Family Wealth, LLC 0.39% Add +4.3% 1,959 $1.2M
Highview Capital Management LLC 0.42% Reduce -1.5% 1,958 $1.2M
Semitam Bonam LLC 1.00% Add +10.7% 1,956 $1.2M
Sincerus Advisory, LLC 0.97% Add +0.3% 1,956 $1.2M
Wilkins Miller Wealth Management, LLC 0.71% Reduce -2.8% 1,954 $1.2M
Axis Wealth Partners, LLC 0.66% Add +0.1% 1,949 $1.2M
Colter Lewis Investment Partners LLC 1.38% — 1,948 $1.2M
Caitlin John, LLC 0.78% Reduce -53.2% 1,948 $1.2M
FMB Wealth Management 0.47% No change 1,947 $1.2M
Correct Capital Wealth Management 0.23% Reduce -1.6% 1,946 $1.2M
Argo Wealth Advisory, LLC 0.71% — 1,942 $1.2M
Sonata Capital Group Inc. 0.43% Reduce -0.2% 1,942 $1.2M
Portfolio Resources Advisor Group, Inc. 1.19% — 1,941 $1.2M
Meritage Portfolio Management 0.08% Add +1.0% 1,941 $1.2M
Ceera Investments, LLC 0.46% Add +4.2% 1,941 $1.2M
Hengehold Capital Management LLC 0.10% Add +0.8% 1,940 $1.2M
PYA Waltman Capital, LLC 0.32% Reduce -19.2% 1,938 $1.2M
GeoWealth Management, LLC 0.04% Add +69.4% 1,936 $1.2M
Elevatus Welath Management 0.33% Add +4.3% 1,936 $1.2M
Rockland Trust Co. 0.05% Add +9.1% 1,933 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.65% Reduce -0.2% 1,932 $1.2M
Silver Oak Wealth Advisors Services, LLC 0.76% No change 1,930 $1.2M
Fell Capital Management 1.15% — 1,922 $1.2M
Conscious Wealth Investments, LLC 0.71% Add +7.9% 1,977 $1.2M
1015 Capital Partners, LLC 1.16% — 1,921 $1.2M
AMJ Financial Wealth Management 0.28% Reduce -4.0% 1,921 $1.2M
Guidance Point Advisors, LLC 0.28% Add +9.9% 1,917 $1.2M
Shufro Rose & Co. LLC 0.08% Add +5.0% 1,917 $1.2M
WESPAC Advisors SoCal, LLC 0.24% Add +31.4% 1,912 $1.2M
First Merchants Corp. 0.04% Reduce -11.9% 1,908 $1.2M
Serenity Investment Advisors 0.68% — 1,888 $1.2M
Landmark Wealth Management, LLC 0.45% Reduce -1.9% 1,904 $1.2M
Condor Capital Management 0.09% Reduce -0.8% 1,900 $1.2M
Partners Wealth Management, LLC 1.22% Add +0.1% 1,895 $1.2M
Leeward Financial Partners, LLC 0.33% Reduce -6.0% 1,888 $1.2M
REDW Wealth LLC 0.44% Reduce -11.9% 1,885 $1.2M
Colonial Trust Co / SC 0.15% Add +4.2% 1,884 $1.2M
180 Wealth Advisors, LLC 0.13% Reduce -24.2% 1,883 $1.2M
Philip James Wealth Mangement, LLC 0.14% Add +0.2% 1,882 $1.2M
Goelzer Investment Management, Inc. 0.05% Reduce -32.7% 1,876 $1.2M
Stephen J. Garry & Associates, LLC 0.91% No change 1,873 $1.2M
Penbrook Management LLC 0.79% Reduce -3.9% 1,870 $1.1M
Lumbard & Kellner, LLC 0.40% No change 1,865 $1.1M
Heritage Trust Co 0.12% No change 1,864 $1.1M
Center for Financial Planning, Inc. 0.12% Add +4.4% 1,863 $1.1M
Moulton Wealth Management, Inc. 1.08% Reduce -6.2% 1,866 $1.1M
Townsquare Capital LLC 0.26% Reduce -30.8% 1,862 $1.1M
Archvest Wealth Advisors, Inc. 0.73% Add +12.2% 1,857 $1.1M
Formidable Asset Management, LLC 0.17% Add +0.4% 1,897 $1.1M
Charter Oak Capital Management, LLC 0.09% Add +1.1% 1,851 $1.1M
Guardian Asset Advisors, LLC 0.59% Reduce -0.4% 1,849 $1.1M
Advisor Resource Council 0.40% Add +325.9% 1,823 $1.1M
Monetary Management Group Inc. 0.26% No change 1,850 $1.1M
Sivia Capital Partners, LLC 0.23% Add +2.3% 1,849 $1.1M
Summa Corp. 0.49% Add +10.1% 1,846 $1.1M
IRON Financial LLC 0.52% Reduce -12.0% 1,844 $1.1M
Chesapeake Asset Management LLC 0.94% No change 1,836 $1.1M
Whitaker-Myers Wealth Managers, LTD. 0.23% Reduce -5.8% 1,830 $1.1M
Thor Trading Advisors, LLC 0.46% Reduce -97.9% 1,810 $1.1M
PMG Family Office LLC 1.30% No change 1,825 $1.1M
Cutler Investment Counsel LLC 0.12% Add +19.0% 1,824 $1.1M
Trustco Bank Corp. N Y 1.01% Add +0.9% 1,824 $1.1M
Xcelsior Advisor Partners LLC 0.54% — 1,820 $1.1M
Quotient Wealth Partners, LLC 0.03% Reduce -11.0% 1,818 $1.1M
Factor Wealth Management LTD 0.24% Reduce -5.9% 1,818 $1.1M
Sterling Investment Counsel, LLC 0.32% No change 1,817 $1.1M
Key Capital Management, INC 1.10% — 1,816 $1.1M
Seneschal Advisors, LLC 0.82% Add +1.7% 1,815 $1.1M
Pinnacle Financial Group, LLC / IL 0.32% Add +12.0% 1,814 $1.1M
United Community Bank 0.42% Add +57.5% 1,814 $1.1M
LCNB Corp. 0.37% No change 1,813 $1.1M
Bci Securities, Inc. 9.60% — 1,810 $1.1M
Midwest Financial Network, LLC 0.86% Add +2.6% 1,809 $1.1M
Evolution Wealth Management Inc. 0.92% Add +196.4% 1,808 $1.1M
Valley Financial Group, Inc. 0.62% Reduce -46.7% 1,806 $1.1M
ARS Wealth Advisors Group, LLC 0.10% Reduce -3.0% 1,804 $1.1M
Pathway Financial Advisers, LLC 0.32% Add +1.1% 1,803 $1.1M
Members Wealth LLC 0.69% Reduce -27.0% 1,768 $1.1M
Curated Wealth Partners LLC 0.12% Reduce -2.2% 1,799 $1.1M
First Command Advisory Services, Inc. 0.01% Add +0.2% 1,797 $1.1M
Wealthgarden F.S. LLC 0.73% Reduce -10.2% 1,763 $1.1M
HFG Wealth Management, LLC 0.61% Add +0.2% 1,793 $1.1M
Bayshore Capital Advisors, LLC 0.54% — 1,773 $1.1M
Mogy Joel R Investment Counsel Inc. 0.06% Add +1.1% 1,773 $1.1M
Compass Ion Advisors, LLC 0.10% Add +0.1% 1,773 $1.1M
Gen-Wealth Partners Inc 0.35% Add +1.1% 1,771 $1.1M
Index Fund Advisors, Inc. 0.05% Add +0.1% 1,771 $1.1M
Everhart Financial Group, Inc. 0.10% Add +13.4% 1,768 $1.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.09% Reduce -1.4% 1,765 $1.1M
Faithward Advisors, LLC 0.16% No change 1,763 $1.1M
McDonough Capital Management, Inc 0.53% Reduce -0.6% 1,762 $1.1M
Quantum Portfolio Management LLC 0.48% Reduce -49.5% 1,753 $1.1M
Shrier Wealth Management, LLC 0.43% — 1,753 $1.1M
Mattson Financial Services, LLC 0.25% Add +17.2% 1,753 $1.1M
PAX Financial Group, LLC 0.18% Reduce -3.9% 1,745 $1.1M
Anchyra Partners LLC 0.33% — 1,734 $1.1M
Cascade Wealth Advisors, Inc 0.49% Add +12.1% 1,678 $1.1M
Intellectus Partners, LLC 0.20% No change 1,725 $1.1M
Aspire Capital Advisors LLC 0.25% Add +6.2% 1,724 $1.1M
PDS Planning, Inc 0.07% Reduce -4.3% 1,722 $1.1M
Godsey & Gibb, Inc. 0.10% Add +1.6% 1,722 $1.1M
Aft, Forsyth & Company, Inc. 0.46% Reduce -1.3% 1,719 $1.1M
Third View Private Wealth, LLC 0.14% — 1,718 $1.1M
Jackson Square Capital, LLC 0.21% Reduce -0.1% 1,714 $1.1M
Ascent Group, LLC 0.04% Add +13.2% 1,712 $1.1M
Compass Advisory Group LLC 0.28% No change 1,712 $1.1M
Fund Advisors of America Inc 0.96% — 1,709 $1.0M
Laffer Tengler Investments, Inc. 0.18% No change 1,707 $1.0M
Bennett Selby Investments LP 0.34% No change 1,703 $1.0M
Deltec Asset Management LLC 0.17% Add +3.0% 1,701 $1.0M
M.E. Allison & Co., Inc. 0.71% Reduce -2.8% 1,700 $1.0M
Rockingstone Advisors LLC 0.48% Reduce -0.6% 1,699 $1.0M
Country Trust Bank 0.02% Reduce -3.5% 1,697 $1.0M
Whalerock Point Partners, LLC 0.21% No change 1,696 $1.0M
SC&H Financial Advisors, Inc. 0.16% Add +13.1% 1,694 $1.0M
Ewa, LLC 0.25% Add +14.9% 1,691 $1.0M
GDS Wealth Management 0.07% Reduce -0.3% 1,691 $1.0M
Greenspring Advisors, LLC 0.06% Add +403.0% 1,690 $1.0M
Parkway Wealth Management Group, LLC 0.14% — 1,688 $1.0M
Sherman Wealth Management LLC 0.90% — 1,686 $1.0M
Firestone Capital Management 0.22% Add +1.3% 1,686 $1.0M
Ellsworth Advisors, LLC 0.20% Reduce -14.0% 1,665 $1.0M
Elite Wealth Management, Inc. 0.28% Reduce -28.6% 1,684 $1.0M
CMT Capital Markets Trading GmbH 0.68% Reduce -61.7% 1,681 $1.0M
Legacy PCG, LLC 0.64% Reduce -26.2% 1,679 $1.0M
RKL Wealth Management LLC 0.08% New 1,677 $1.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Add +3.4% 1,676 $1.0M
Moseley Investment Management Inc. 0.32% Reduce -0.5% 1,666 $1.0M
JNBA Financial Advisors 0.09% Add +29.9% 1,662 $1.0M
QP Wealth Management, LLC 0.90% — 1,662 $1.0M
William Howard & Co Financial Advisors Inc 0.86% Reduce -1.8% 1,662 $1.0M
Genesis Wealth Advisors, LLC 0.70% No change 1,659 $1.0M
Wetzel Investment Advisors, Inc. 0.41% No change 1,656 $1.0M
Cullinan Associates Inc. 0.07% No change 1,656 $1.0M
Brown, Lisle/Cummings, Inc. 0.25% No change 1,649 $1.0M
LS Investment Advisors, LLC 0.14% Reduce -4.8% 1,648 $1.0M
Carret Asset Management, LLC 0.10% Reduce -1.5% 1,646 $1.0M
Occidental Asset Management, LLC 0.12% Add +23.3% 1,645 $1.0M
Ledyard National Bank 0.09% Reduce -2.7% 1,642 $1.0M
Financial Sense Advisors, Inc. 0.21% Reduce -5.2% 1,641 $1.0M
Swisher Financial Concepts, Inc. 0.57% Reduce -1.2% 1,640 $1.0M
One Degree Advisors Inc 0.28% Add +8.0% 1,640 $1.0M
Global View Capital Management LLC 0.19% Add +22.2% 1,638 $1.0M
SFG Wealth Management, LLC. 0.39% Reduce -3.8% 1,630 $1.0M
Schneider Downs Wealth Management Advisors, LP 0.11% Add +5.0% 1,628 $1.0M
Nelson Capital Management, LLC 0.12% Reduce -4.2% 1,627 $999K
Cannon Wealth Management Services, LLC 0.70% Reduce -4.4% 1,625 $998K
Equita Financial Network, Inc. 0.30% No change 1,619 $994K
Marks Group Wealth Management, Inc 0.10% No change 1,618 $994K
Wealth Alliance, LLC 0.10% Reduce -4.6% 1,616 $993K
PFS Partners, LLC 0.46% Reduce -1.0% 1,616 $993K
Foster Dykema Cabot & Partners, LLC 0.06% Reduce -5.4% 1,615 $992K
FRG Family Wealth Advisors LLC 0.15% Reduce -6.7% 1,605 $986K
Violich Capital Management, Inc. 0.11% Reduce -29.1% 1,605 $986K
Mizuho Markets Americas LLC 0.02% Reduce -43.8% 1,605 $986K
Apex Wealth Management, LLC 1.00% Add +1.8% 1,581 $982K
Heritage Wealth Advisors 0.04% No change 1,598 $982K
Maia Wealth LLC 0.17% Reduce -9.3% 1,633 $981K
Horst & Graben Wealth Management LLC 0.15% Reduce -17.0% 1,592 $978K
Northwest Wealth Advisors, LLC 0.76% — 1,590 $977K
First Financial Bankshares Inc 0.02% Add +25.3% 1,589 $976K
Freedom Financial Partners LLC 0.36% No change 1,589 $976K
Ridgecrest Wealth Partners, LLC 0.53% Reduce -63.4% 1,587 $975K
Enclave Advisors LLC 0.14% Reduce -13.8% 1,579 $970K
Northern Financial Advisors Inc 1.11% Reduce -61.4% 1,576 $968K
Roehl & Yi Investment Advisors, LLC 0.39% Reduce -1.0% 1,571 $965K
IMA Advisory Services, Inc. 0.09% Reduce -48.3% 1,570 $964K
KFA Private Wealth Group, LLC 0.23% Add +13.3% 1,568 $963K
Sprinkle Financial Consultants LLC 0.49% Add +0.2% 1,564 $962K
O'ROURKE & COMPANY, Inc 0.37% Reduce -2.3% 1,564 $961K
Dymon Asia Capital (singapore) Pte. LTD. 0.21% New 1,559 $958K
FSB Premier Wealth Management, Inc. 0.30% Reduce -5.1% 1,556 $956K
Liberty Capital Management, Inc. 0.18% Reduce -1.6% 1,555 $955K
Beese Fulmer Investment Management, Inc. 0.06% Add +64.5% 1,551 $953K
Vista Investment Partners Ii, LLC 0.41% New 1,549 $952K
Old North State Trust, LLC 0.56% Add +5.1% 1,546 $950K
Mairs & Power Inc. 0.01% No change 1,546 $950K
Wellington Shields Capital Management, LLC 0.14% Add +15.3% 1,541 $946K
Patton Albertson Miller Group, LLC 0.11% Reduce -16.5% 1,540 $946K
Investment Management Corp. /Va/ 0.79% Add +38.6% 1,538 $945K
McCollum Christoferson Group LLC 0.27% Add +1.0% 1,537 $944K
TritonPoint Partners, LLC 0.50% — 1,536 $944K
Capital Wealth Management, LLC 0.30% Add +5.5% 1,535 $943K
Synergy Financial Group, LTD 0.66% Add +4.1% 1,533 $942K
Bullock Wealth Management Group 0.46% — 1,531 $940K
Maimon Wealth Management LTD. 0.87% — 1,530 $940K
Emerald Advisors, LLC 0.13% Add +8.4% 1,529 $939K
Griffith & Werner, Inc. 0.48% Reduce -3.7% 1,529 $939K
Eastover Investment Advisors LLC 0.41% Reduce -4.4% 1,525 $937K
Syon Capital LLC 0.05% No change 1,525 $937K
Kera Capital Partners, Inc. 0.12% Reduce -0.1% 1,503 $935K
Howe & Rusling Inc. 0.06% Add +63.9% 1,516 $931K
Nautilus Advisors LLC 0.61% Add +12.3% 1,514 $930K
Hudson Value Partners, LLC 0.28% Reduce -7.2% 1,508 $930K
Waterfront Wealth Inc. 0.18% Reduce -2.5% 1,487 $929K
Granite Group Advisors, LLC 0.53% New 1,511 $928K
EPG Wealth Management LLC 0.25% Reduce -0.8% 1,509 $927K
Patten Group, Inc. 0.17% No change 1,509 $927K
Zevin Asset Management LLC 0.12% Add +2.9% 1,509 $927K
Oarsman Capital, Inc. 0.12% Add +0.4% 1,509 $927K
Scott & Selber, Inc. 0.23% No change 1,508 $926K
Tamar Securities, LLC 0.10% Add +2.3% 1,507 $926K
Lighthouse Financial Services Inc. 0.21% — 1,507 $926K
Wealth Management Nebraska 0.11% Reduce -5.5% 1,505 $925K
Potentia Wealth 0.34% Add +42.4% 1,505 $925K
Black Swift Group, LLC 0.15% Add +136.4% 1,300 $921K
Bill Few Associates, Inc. 0.23% Reduce -0.1% 1,498 $920K
Gradient Capital Advisors, LLC 0.24% Reduce -2.9% 1,497 $920K
Cura Wealth Advisors, LLC 0.35% Add +5.4% 1,495 $918K
Marquette Asset Management, LLC 0.14% Reduce -18.2% 1,493 $917K
Athena Investment Management 0.47% Reduce -0.8% 1,491 $916K
Donaldson Capital Management, LLC 0.03% Reduce -8.8% 1,490 $915K
Oak Barrel Wealth Advisory LLC 0.55% — 1,488 $914K
FWG Investments, LLC. 0.58% Add +5.2% 1,488 $914K
Client 1ST Advisory Group, LLC 0.28% Add +18.2% 1,478 $908K
Monetary Solutions, Ltd 0.89% — 1,475 $906K
Ridgepath Capital Management LLC 0.42% No change 1,509 $906K
Whipplewood Advisors, LLC 0.58% Reduce -0.7% 1,473 $905K
1900 Wealth Management LLC 0.06% Reduce -5.5% 1,472 $904K
Parkshore Wealth Management, Inc. 0.34% Add +0.1% 1,470 $903K
Salomon & Ludwin, LLC 0.08% Reduce -8.0% 1,460 $902K
C2C Wealth Management, LLC 0.76% Reduce -5.3% 1,469 $902K
Vavra Capital Management, LLC 0.88% — 1,466 $901K
Chapman Financial Group, LLC 0.61% Add +41.5% 1,458 $896K
Flatrock Wealth Partners LLC 0.43% — 1,458 $896K
Providence First Trust Co 0.31% No change 1,458 $896K
Oak Harvest Investment Services 0.10% Add +24.5% 1,457 $895K
Addison Advisors LLC 0.20% Add +4.4% 1,457 $895K
United Bank 0.30% Add +3.6% 1,453 $893K
Matrix Asset Advisors Inc. 0.08% Reduce -0.1% 1,451 $892K
Sugar Maple Asset Management, LLC 0.60% Add +7.4% 1,450 $891K
ZynergyRetirementPlanningLLC 0.55% Reduce -2.5% 1,443 $886K
Hills Bank & Trust Co 0.05% Add +2.7% 1,442 $886K
SFI Advisors, LLC 0.57% Add +21.4% 1,442 $886K
Capasso Planning Partners LLC 0.48% Reduce -16.6% 1,435 $881K
PVG Asset Management Corp. 1.87% New 1,432 $880K
Peninsula Asset Management Inc. 0.45% No change 1,430 $878K
SB Capital Management Inc 0.32% — 1,427 $877K
Palacios Wealth Management, LLC 0.67% Reduce -14.2% 1,424 $875K
Future Financial Wealth Managment LLC 0.59% Add +1.1% 1,437 $874K
Opal Wealth Advisors, LLC 0.23% Add +5.9% 1,422 $874K
Parr McKnight Wealth Management Group, LLC 0.11% No change 1,420 $872K
Sweeney & Michel, LLC 0.26% Add +3.6% 1,419 $870K
Oldfather Financial Services, LLC 0.26% Add +7.7% 1,416 $870K
NBT Bank, N.A. 0.06% Add +0.6% 1,971 $869K
RAM Investment Partners, LLC 0.16% Add +3.9% 1,414 $868K
Vaughan David Investments LLC 0.02% Reduce -8.5% 1,413 $868K
Maripau Wealth Management LLC 0.40% Add +76.7% 1,412 $867K
Durante & Waters, LLC 0.60% Add +2.2% 1,410 $866K
Walled Lake Planning & Wealth Management, LLC 0.27% Reduce -0.1% 1,410 $866K
Signature Wealth Management Partners, LLC 0.43% No change 1,409 $866K
Lantz Financial LLC 0.18% Add +2.9% 1,406 $864K
55 North Private Wealth, LLC 0.23% — 1,404 $862K
Wealth Alliance Advisory Group, LLC 0.15% Add +1.9% 1,402 $861K
Strategic Financial Partners, Ltd. 0.37% Reduce -0.3% 1,402 $861K
Up Strategic Wealth Investment Advisors LLC 0.62% No change 1,408 $858K
SmartHarvest Portfolios, LLC 0.30% — 1,394 $856K
Catalyst Investment Management LLC 0.81% — 1,393 $856K
WJ Financial Advisors LLC 0.76% Add +37.0% 1,393 $856K
Investment Advisory Services Group LLC 0.76% — 1,393 $856K
Inman Jager Wealth Management, LLC 0.52% Reduce -0.1% 1,393 $856K
Hamilton Point Investment Advisors, LLC 0.13% No change 1,391 $855K
Pin Oak Investment Advisors Inc. 0.60% Reduce -8.6% 1,402 $854K
D L Carlson Investment Group Inc. 0.14% Add +5.5% 1,388 $853K
Petros Family Wealth, LLC 0.57% Add +203.5% 1,384 $850K
Kintra Wealth, LLC 0.12% Add +286.8% 1,381 $848K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -3.0% 1,378 $847K
HT Partners LLC 0.25% Add +0.2% 1,377 $846K
Meridian Financial Partners LLC 0.33% Reduce -8.0% 1,372 $846K
Opes Wealth Management LLC 0.14% Add +2.7% 1,372 $843K
Fagan Associates, Inc. 0.11% Reduce -0.7% 1,371 $842K
Trust Co of Kansas 0.39% No change 1,370 $842K
ZEGA Investments, LLC 0.16% Add +14.8% 1,369 $841K
Ted Buchan & Co 0.31% Add +299.7% 1,367 $840K
Debussy Capital Management LP 0.11% Add +5.0% 1,366 $839K
Excalibur Management Corp. 0.30% Reduce -0.1% 1,365 $838K
Sage Financial Group Inc. 0.06% Add +2.4% 1,364 $838K
Resolute Wealth Strategies, LLC 0.37% Add +2.9% 1,363 $837K
McLean Asset Management Corp 0.15% No change 1,350 $837K
Wealth Advisors of Iowa, LLC 0.27% Add +62.1% 1,362 $836K
Johnson Wealth Management, LLC 0.42% No change 1,361 $836K
Paragon Private Wealth Management, LLC 0.26% Add +0.9% 1,359 $835K
Souders Financial Advisors 0.10% Add +0.4% 1,358 $834K
Nicolet Advisory Services, LLC 0.06% Add +25.9% 1,325 $831K
Total Investment Management Inc. 0.11% Reduce -2.3% 1,352 $831K
Wilson & Boucher Capital Management, LLC 0.54% Reduce -19.7% 1,348 $828K
American Institute for Advanced Investment Management, LLP 0.53% Reduce -2.3% 1,348 $827K
Main Street Research LLC 0.05% Reduce -15.7% 1,345 $826K
Henrickson Nauta Wealth Advisors, Inc. 0.12% Add +97.3% 1,326 $826K
Stone Summit Wealth LLC 0.22% No change 1,345 $826K
Beacon Financial Group 0.08% Reduce -12.9% 1,345 $826K
KW Wealth Management LLC 1.25% Add +0.9% 1,338 $822K
Thayer Financial, L.L.C. 0.87% — 1,337 $821K
Storen Legacy Partners, LLC 0.26% — 1,337 $821K
Abbot Financial Management, Inc. 0.34% Reduce -2.7% 1,336 $821K
Concord Asset Management, LLC 0.14% Reduce -0.1% 1,336 $821K
Wulff, Hansen & Co. 0.69% No change 1,335 $820K
Nixon Peabody Trust Co. 0.06% New 1,335 $820K
Oak Wealth Advisors LLC 0.47% Add +0.6% 1,335 $820K
TLWM 0.15% Add +3.6% 1,333 $819K
Smith Asset Management Co., LLC 0.68% Add +52.8% 1,332 $818K
Magnolia Capital Advisors LLC 0.17% New 1,332 $818K
TCV Trust & Wealth Management, Inc. 0.07% Add +6.9% 1,332 $818K
Abacus Wealth Partners, LLC 0.08% Reduce -1.2% 1,331 $818K
4J Wealth Management LLC 0.47% Add +0.8% 1,330 $817K
Avise Financial Cooperative, Inc. 0.74% — 1,329 $816K
Gainplan LLC 0.31% Reduce -2.0% 1,324 $813K
Fusion Capital, LLC 0.23% Add +0.8% 1,324 $813K
Catalyst Financial Partners LLC 0.09% Add +14.7% 1,323 $813K
Retirement Management Systems Inc. 0.21% — 1,321 $812K
Ranch Capital Advisors Inc. 0.30% Reduce -0.6% 1,320 $811K
Duncker Streett & Co. Inc. 0.14% Reduce -24.7% 1,319 $810K
Natural Investments, LLC 0.20% No change 1,319 $810K
Dodds Wealth, LLC 0.20% Add +1.5% 1,318 $809K
St Germain D J Co. Inc. 0.03% Reduce -3.2% 1,316 $808K
InTrack Investment Management Inc 0.45% Reduce -2.2% 1,314 $807K
Tilia Fiduciary Partners, Inc. 0.45% Reduce -1.1% 1,313 $807K
Libra Wealth LLC 0.23% Add +0.1% 1,311 $805K
Biltmore Family Office, LLC 0.11% Reduce -0.4% 1,310 $805K
Hoffman, Alan N Investment Management 0.45% Reduce -6.3% 1,309 $804K
Clarity Capital Advisors, LLC 0.40% No change 1,309 $804K
WPWealth LLP 0.13% Add +8.3% 1,307 $803K
Sunesis Advisors, LLC 0.36% No change 1,306 $802K
Boothbay Fund Management, LLC 0.02% Reduce -61.7% 1,304 $801K
Madrid Wealth Management, LLC 0.65% — 1,295 $796K
Dynamic Financial Group 0.68% No change 1,294 $795K
Legacy Solutions, LLC 0.70% Reduce -2.5% 1,292 $794K
Legacy Trust 0.15% No change 1,292 $794K
Seek First Inc. 0.55% Add +5.7% 1,290 $792K
Disciplined Investors, L.L.C. 0.52% Add +4.0% 1,288 $791K
Walsh & Associates, LLC 0.78% — 1,288 $791K
Noesis Capital Mangement Corp. 0.11% Add +3.3% 1,286 $790K
Nvwm, LLC 0.17% Reduce -2.0% 1,282 $788K
Waller Financial Planning Group, Inc. 0.17% Reduce -4.5% 1,281 $787K
Pennsylvania Capital Management Inc. 0.22% No change 1,279 $786K
Mosaic Family Wealth Partners, LLC 0.09% Reduce -18.7% 1,279 $786K
Bragg Financial Advisors, Inc 0.03% Reduce -3.2% 1,278 $785K
Stratos Investment Management, LLC 0.03% Reduce -0.2% 1,275 $784K
Cambridge Capital Management, LLC 0.35% Add +0.2% 1,275 $783K
Precedent Wealth Partners, LLC 0.16% Reduce -13.4% 1,274 $783K
TMB Capital Partners, LLC 0.27% — 1,271 $780K
Walser Wealth Management Company, A Ltd Liability Co 0.41% — 1,267 $778K
Sharkey, Howes & Javer 0.10% No change 1,267 $778K
Morey & Quinn Wealth Partners, LLC 0.56% Add +19.5% 1,267 $778K
M. Kulyk & Associates, LLC 0.15% No change 1,265 $777K
IAG Wealth Partners, LLC 0.09% Add +2.6% 1,262 $775K
DiNuzzo Private Wealth, Inc. 0.08% No change 1,262 $775K
Legacy Capital Wealth Partners, LLC 0.17% Reduce -1.6% 1,262 $775K
Selby Wealth Management, LLC 0.31% — 1,261 $775K
Essex LLC 0.14% Reduce -0.5% 1,260 $774K
Barr E S & Co. 0.04% No change 1,260 $774K
Diligent Investors, LLC 0.19% Reduce -4.5% 1,258 $773K
Agate Pass Investment Management, LLC 0.29% Add +14.4% 1,258 $773K
Hartford Financial Management Inc. 0.20% Add +2.2% 1,256 $772K
Grunden Financial Advisory, Inc. 0.30% New 1,253 $770K
Ssa Swiss Advisors AG 0.36% Reduce -11.3% 1,253 $770K
Henson-Edgewater Management, LLC 0.45% — 1,248 $767K
M Wealth Management, LLC 0.67% No change 1,244 $764K
Verum Partners LLC 0.15% Add +0.1% 1,244 $764K
Naviter Wealth, LLC 0.10% New 1,244 $764K
Thrive Wealth Management, LLC 0.11% Reduce -15.4% 1,242 $763K
MBL Wealth, LLC 0.06% Add +16.2% 1,241 $762K
Heritage Wealth Management, Inc. 0.21% Add +34.2% 1,240 $762K
AAF Wealth Management, LLC 0.32% New 1,238 $760K
Clarkston Capital Partners, LLC 0.02% Add +17.8% 1,238 $760K
Bell Investment Advisors, Inc 0.12% Reduce -2.0% 1,236 $759K
Choice Wealth Advisors LLC 0.30% Reduce -1.3% 1,232 $757K
Johnson & White Wealth Management, LLC 0.33% Add +0.4% 1,231 $756K
Urban Wealth Management, LLC 0.70% — 1,230 $756K
Peoples Bank 0.47% Reduce -0.4% 1,229 $755K
4Thought Financial Group Inc. 0.37% Add +51.5% 1,227 $754K
Caerus Investment Advisors, LLC 0.25% New 1,224 $752K
Towerpoint Wealth, LLC 0.30% Reduce -5.1% 1,222 $751K
Burns Matteson Capital Management, LLC 0.30% Reduce -4.9% 1,220 $750K
Crux Wealth Advisors 0.28% Add +1.8% 1,219 $749K
Canandaigua National Trust Co of Florida 0.47% Reduce -12.3% 1,218 $748K
Trinity Legacy Partners, LLC 0.17% Add +0.4% 1,212 $745K
WASHINGTON TRUST Co 0.02% No change 1,211 $744K
FLC Capital Advisors 0.14% Add +59.5% 1,211 $744K
Childress Capital Advisors, LLC 0.12% Add +3.6% 1,210 $743K
Brogan Financial, Inc. 0.32% Add +4.2% 1,204 $739K
BOS Asset Management, LLC 0.20% No change 1,202 $738K
Corsicana & Co. 0.41% No change 1,200 $737K
Atlas Capital Advisors Inc. 0.08% — 1,200 $737K
Valley Forge Investment Consultants Inc. Adv 0.21% Reduce -0.8% 1,195 $734K
Rather & Kittrell, Inc. 0.12% No change 1,189 $730K
Alchemi Wealth, LLC 0.40% — 1,186 $729K
Godshalk Welsh Capital Management, Inc. 0.42% Reduce -4.0% 1,185 $728K
Schrum Private Wealth Management LLC 0.54% Add +8.6% 1,184 $727K
Pacific Park Financial, Inc. 0.45% — 1,182 $726K
J2 Capital Management Inc 0.53% Add +7.4% 1,180 $725K
Solutions 4 Wealth, Ltd 1.10% Add +15.5% 1,180 $725K
Rice Partnership, LLC 0.10% No change 1,180 $725K
Fonville Wealth Management LLC 0.15% Add +41.9% 1,178 $723K
Valley Wealth Managers, Inc. 0.05% Reduce -2.0% 1,175 $722K
Summit Financial Strategies, Inc. 0.06% Add +0.3% 1,174 $721K
Centerpoint Advisory Group 0.55% No change 1,172 $720K
ORG Partners LLC 0.13% Add +6.8% 1,167 $717K
Cane Capital Partners, LLC 0.30% — 1,164 $715K
MTM Investment Management, LLC 0.23% Reduce -15.1% 1,164 $715K
Pacific Sage Partners, LLC 0.11% No change 1,159 $712K
Moody National Bank Trust Division 0.07% No change 1,159 $712K
Strategic Planning Group, LLC 0.09% Reduce -1.2% 1,158 $711K
Strategic Investment Advisors / MI 0.06% Add +11.3% 1,156 $710K
Northeast Planning Associates, Inc. / NH / 0.50% No change 1,153 $708K
DDFG, Inc 0.15% No change 1,150 $706K
Kennedy Investment Group, Inc. 0.27% Add +9.8% 1,149 $706K
Columbus Macro, LLC 0.08% Add +29.4% 1,148 $705K
DGS Capital Management, LLC 0.12% Reduce -5.2% 1,147 $705K
Asset Planning Services Inc. /La/ 0.31% Reduce -0.8% 1,146 $704K
LRI Investments, LLC 0.06% Reduce -11.9% 1,145 $703K
Rockbridge Investment Management, LCC 0.07% Reduce -1.1% 1,144 $703K
Valicenti Advisory Services Inc. 0.15% Add +42.5% 1,141 $701K
LPWM LLC 0.18% Reduce -1.3% 1,138 $699K
BetterWealth, LLC 0.16% Reduce -3.1% 1,136 $698K
Expressive Wealth LLC 0.75% — 1,136 $698K
Mountain Capital Investment Advisors Inc. 0.11% Add +4.4% 1,115 $698K
Commons Capital, LLC 0.49% Add +195.3% 1,134 $697K
BCU Wealth Advisors, LLC 0.27% Add +0.2% 1,133 $696K
Legacy Wealth Managment, LLC 0.33% Add +71.0% 1,132 $696K
Variant Private Wealth, LLC 0.72% Reduce -14.8% 1,130 $694K
ABLE Financial Group, LLC 0.14% Reduce -0.2% 1,129 $694K
Prasad Wealth Partners, LLC 0.18% Add +4.8% 1,129 $693K
DDD Partners, LLC 0.04% No change 1,126 $692K
Cowa, LLC 0.21% No change 1,126 $692K
NewSquare Capital LLC 0.06% Reduce -24.9% 1,125 $691K
Daviman Financial, LLC 0.41% — 1,124 $691K
New Millennium Group LLC 0.30% Reduce -12.1% 1,123 $690K
Kavar Capital Partners Group, LLC 0.09% Reduce -21.8% 1,120 $688K
Capital Advantage, Inc. 0.09% No change 1,119 $687K
Harbor Asset Planning, Inc. 0.59% Add +0.1% 1,116 $686K
Aureus Asset Management, LLC 0.04% Add +18.3% 1,117 $686K
Community Financial Services Group, LLC 0.13% No change 1,117 $686K
Climber Capital SA 0.45% — 1,117 $685K
Pitti Group Wealth Management, LLC 0.56% No change 1,115 $685K
Optimus Capital Advisors, LLC 0.40% — 1,114 $685K
Garrison Point Advisors, LLC 0.30% Reduce -21.1% 1,112 $683K
BankPlus Wealth Management LLC 0.38% Reduce -1.3% 1,111 $682K
Flynn Zito Capital Management, LLC 0.24% No change 1,110 $682K
MADDEN SECURITIES Corp 0.21% Reduce -1.3% 1,109 $681K
Aviso Financial Inc. 0.03% Reduce -49.5% 1,109 $681K
Creekside Partners 0.29% Add +0.2% 1,108 $681K
JDM Financial Group LLC 0.26% Reduce -7.7% 1,108 $681K
Provident Living Financial Services, Inc. 0.67% — 1,106 $679K
Evergreen Wealth Partners LLC 0.57% — 1,106 $679K
Permanens Capital L.P. 0.09% Reduce -4.6% 1,105 $679K
Park Place Capital Corp 0.14% No change 1,105 $679K
Index Technologies Group LLC 0.71% — 1,104 $678K
Private Management Group Inc. 0.02% Add +3.4% 1,103 $678K
truNorth Financial Services, Inc. 0.73% — 1,101 $677K
Galvin, Gaustad & Stein, LLC 0.05% New 1,101 $676K
Sather Financial Group Inc 0.04% Add +26.8% 1,098 $675K
Summit Wealth & Retirement Planning, Inc. 0.16% Add +22.3% 1,098 $674K
RCS Financial Planning, LLC 0.29% No change 1,097 $674K
William Allan Corp 0.38% New 1,094 $672K
Legacy Capital Group California, Inc. 0.16% Add +14.3% 1,092 $671K
Kelman-Lazarov, Inc. 0.10% Add +40.8% 1,088 $668K
Brasada Capital Management, LP 0.11% Reduce -3.0% 1,090 $668K
OLIO Financial Planning 0.19% Add +38.0% 1,086 $667K
Independent Wealth Advisors LLC 0.70% — 1,085 $666K
Zullo Investment Group, Inc. 0.24% Reduce -8.5% 1,081 $664K
Baskin Financial Services Inc. 0.05% No change 1,080 $663K
Keystone Financial Services 0.20% No change 1,077 $661K
Willis Johnson & Associates, Inc. 0.04% Reduce -0.9% 1,075 $661K
Raffa Wealth Management, LLC 0.10% Add +0.2% 1,075 $660K
Capital Investment Counsel, Inc 0.08% Reduce -2.3% 1,075 $660K
Claris Financial LLC 0.35% Reduce -5.9% 1,070 $657K
Cfo Capital Management LLC 0.49% — 1,069 $656K
Wealthcare Capital Management LLC 0.07% No change 1,068 $656K
Western Pacific Wealth Management, LP 0.63% No change 1,060 $651K
Vested Financial Planning, LLC 0.50% No change 1,050 $645K
Joel Adams & Associates, Inc. 0.48% No change 1,050 $645K
Skyview Financial Group LLC 0.67% — 1,050 $645K
Gables Capital Management Inc. 0.27% Reduce -0.9% 1,045 $642K
KBC Group NV 0.00% Add +128.1% 1,040 $639K
Independent Family Office, LLC 0.27% No change 1,039 $638K
Pennington Partners & Co., LLC 0.26% Add +31.9% 1,038 $637K
Divergent Planning, LLC 0.16% Add +7.6% 1,036 $635K
Level Financial Advisors 0.17% Reduce -2.6% 1,034 $635K
Washington Trust Bank 0.04% Add +29.6% 1,032 $634K
Turtle Creek Wealth Advisors, LLC 0.05% No change 1,028 $632K
KMG Fiduciary Partners, LLC 0.04% Reduce -6.4% 1,028 $631K
Barlow Wealth Partners, LLC 0.07% Reduce -3.2% 1,007 $631K
Investment Research Partners LLC 0.27% No change 1,027 $631K
Gibson Capital, LLC 0.12% Reduce -10.6% 1,026 $631K
Grey Fox Wealth Advisors, LLC 0.13% Reduce -2.0% 1,026 $631K
Integras Partners LLC 0.51% Reduce -8.0% 1,026 $630K
High Net Worth Advisory Group LLC 0.15% No change 1,026 $630K
Heritage Investment Group, Inc. 0.10% Reduce -2.3% 1,025 $630K
WestHill Financial Advisors, Inc. 0.12% Reduce -10.9% 1,023 $629K
Resources Management Corp. /CT/ 0.08% Add +174.7% 1,022 $628K
Hartmann Taylor Wealth Management, LLC 0.42% No change 1,022 $628K
Iowa State Bank 0.12% Add +14.6% 1,022 $628K
Kathmere Capital Management, LLC 0.04% Reduce -10.2% 1,020 $626K
Garrett Wealth Advisory Group, LLC 0.12% Reduce -2.7% 1,018 $625K
Lodestone Wealth Management LLC 0.25% Reduce -1.0% 1,017 $625K
SJS Investment Consulting Inc. 0.08% Add +1.7% 1,017 $625K
Hickory Point Bank & Trust 0.45% No change 1,014 $623K
Gibbs Wealth Management 0.15% No change 990 $620K
Legacy Financial Group, Inc. 0.16% Add +24.6% 1,007 $619K
Fortune Financial Advisors, LLC 0.42% Add +2.9% 1,004 $617K
Gruss & Co., LLC 1.35% No change 1,000 $614K
JW Asset Management, LLC 0.20% New 1,000 $614K
First National Advisers, LLC 0.08% Reduce -13.2% 995 $611K
Mma Asset Management LLC 0.22% Reduce -0.4% 992 $610K
Worthington Financial Partners, LLC 0.54% — 992 $609K
Brady Family Wealth, LLC 0.19% Reduce -7.8% 991 $609K
B.O.S.S. Retirement Advisors, LLC 0.19% Reduce -72.3% 990 $608K
Almanack Investment Partners, LLC. 0.10% Add +45.8% 990 $608K
Friday Financial 0.21% No change 990 $608K
Koa Wealth Management, LLC 0.42% Add +2.0% 989 $608K
Squire Investment Management Company, LLC 0.18% New 989 $608K
S Harris Financial Group, LLC 0.58% — 988 $607K
Alexander Randolph Advisory, Inc. 0.50% Reduce -7.6% 987 $606K
2UniFi Bank 0.29% Reduce -3.4% 987 $606K
Consilium Wealth Advisory, LLC 0.22% Add +0.5% 985 $605K
Torrey Growth & Income Advisors 0.21% Add +80.1% 985 $605K
Drive Wealth Management, LLC 0.12% Reduce -4.1% 982 $603K
Eagle Bay Advisors LLC 0.44% Add +22.5% 980 $602K
AIMZ Investment Advisors, LLC 0.17% Reduce -3.0% 980 $602K
V. M. Manning & Co., Inc. 0.61% New 979 $601K
Beverly Hills Private Wealth, LLC 0.10% No change 978 $601K
Whitener Capital Management, Inc. 0.14% Reduce -1.9% 977 $600K
Davis Capital Management 0.41% Reduce -0.2% 976 $600K
Nottingham Advisors, Inc. 0.08% No change 975 $599K
TL Private Wealth 0.23% Add +0.2% 955 $599K
Sendero Wealth Management, LLC 0.07% Add +61.4% 973 $598K
Quest Investment Management LLC 0.06% Reduce -2.4% 972 $597K
Burling Wealth Partners, LLC 0.09% Add +26.4% 972 $597K
Beta Wealth Group, Inc. 0.24% Add +0.1% 970 $596K
Crown Wealth Group, LLC 0.17% Add +14.4% 970 $596K
NorthAvenue LLC 0.49% — 968 $595K
Elmwood Wealth Management, Inc. 0.19% Reduce -8.2% 965 $593K
Highland Capital Management, LLC 0.03% Reduce -4.7% 964 $592K
Lakeridge Wealth Management LLC 0.27% Add +11.7% 961 $590K
Avion Wealth 0.12% Reduce -13.3% 959 $589K
Adapt Wealth Advisors, LLC 0.20% Reduce -3.3% 954 $586K
Foundry Financial LLC 0.31% — 951 $584K
SYM FINANCIAL Corp 0.06% Reduce -1.8% 951 $584K
AlphaCentric Advisors LLC 0.58% — 950 $584K
Baron Silver Stevens Financial Advisors, LLC 0.08% Add +5.6% 950 $584K
Headland Capital, LLC 0.16% Reduce -4.9% 950 $583K
Sunrise Financial Services, LLC 0.44% — 949 $583K
Nicholson Wealth Management Group, LLC 0.34% No change 948 $582K
Rosenberg Matthew Hamilton 0.12% No change 948 $582K
Archford Capital Strategies, LLC 0.07% Reduce -14.3% 947 $582K
Cooper/Haims Advisors, LLC 0.26% Add +2.5% 946 $581K
Dentgroup LLC 0.40% No change 943 $579K
Landaas & Co. /Wi 0.13% Add +4.2% 940 $578K
Summit Financial Wealth Advisors, LLC 0.08% Add +7.9% 940 $577K
Farmers National Bank 0.13% Reduce -0.8% 939 $577K
Pitcairn Wealth Advisors LLC 0.05% — 939 $577K
Culbertson A N & Co. Inc. 0.08% No change 937 $576K
Chatterton & Associates Inc. 0.49% — 935 $574K
Orcam Financial Group 0.43% No change 934 $574K
RPg Family Wealth Advisory, LLC 0.13% Add +4.4% 933 $574K
Stevens Capital Partners 0.15% Add +9.5% 933 $573K
Wrenne Financial Planning LLC 0.23% Add +2.1% 931 $572K
Avant Financial Advisors LLC 0.41% Add +2.2% 929 $571K
Troutman Wealth Management, LLC 0.47% — 929 $571K
Alternative Investment Advisors, LLC. 0.25% Add +27.4% 924 $569K
First Bancorp, Inc 0.30% Reduce -4.7% 925 $568K
MJP Associates Inc. 0.07% Add +1.8% 925 $568K
Journey Retirement Planning & Investment Management LLC 0.12% — 921 $566K
AGH Wealth Advisors, LLC 0.42% Add +0.9% 920 $565K
Shepherd Kaplan Krochuk, LLC 0.47% Add +0.1% 920 $565K
Colonial Trust Advisors 0.04% Add +0.2% 918 $564K
Opus Financial Solutions LLC 0.53% — 918 $564K
Cape Ann Savings Bank 0.29% No change 918 $564K
Bluesphere Advisors LLC 0.25% No change 916 $563K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -39.2% 916 $563K
Hamilton Capital, LLC 0.03% — 915 $562K
Ball & Co Wealth Management Inc. 0.36% Add +687.8% 906 $560K
Redmont Wealth Advisors LLC 0.85% Reduce -57.7% 911 $559K
Bearing Point Capital, LLC 0.09% Add +13.9% 910 $559K
Midwest Financial Partners Investments, Inc. 0.31% — 910 $559K
TPG Advisors LLC 0.35% Reduce -4.9% 909 $559K
Boston Trust Walden Corp 0.00% No change 909 $558K
Red Tortoise LLC 0.24% Reduce -9.7% 908 $558K
Claret Asset Management Corp 0.07% Add +11.6% 905 $556K
Brio Consultants, LLC 0.07% Reduce -8.0% 903 $555K
Great Waters Wealth Management 0.06% No change 903 $555K
Able Wealth Management LLC 0.18% Add +42.3% 902 $554K
One Charles Private Wealth Services, LLC 0.14% Reduce -7.7% 901 $554K
L. Roy Papp & Associates, LLP 0.06% Add +46.5% 901 $553K
Sunpointe, LLC 0.18% Add +7.3% 900 $553K
Chancellor Financial Group WB LP 0.38% No change 899 $552K
Obsidian Cio, LLC 0.82% Reduce -86.6% 899 $552K
Philadelphia Trust Co. 0.04% No change 899 $552K
Clean Yield Group 0.15% No change 898 $552K
Windsor Capital Management, LLC 0.16% Reduce -0.2% 896 $551K
Great Point Wealth Advisors, LLC 0.10% Add +5.9% 895 $550K
Planning Alternatives Ltd. 0.07% Add +2.1% 891 $547K
Long Island Wealth Management, Inc. 0.26% Reduce -4.6% 889 $546K
Alesco Advisors, LLC, An ESL Co 0.01% Add +20.1% 889 $546K
Ahara Advisors LLC 0.50% — 889 $546K
Wealthcare Capital Partners, LLC 0.26% Reduce -2.5% 887 $545K
Approach Retirement Advisors, LLC 0.47% — 887 $545K
Farmers & Merchants Investments Inc. 0.01% No change 885 $544K
Collar Capital Management, LLC 0.36% Reduce -12.7% 884 $543K
Brandywine Trust Co. 0.10% Add +28.5% 884 $543K
Range Financial Group LLC 0.19% Add +7.8% 883 $543K
Dixon Fnancial Services, Inc. 0.24% Reduce -3.7% 883 $542K
Goldenstone Wealth Management LLC 0.41% — 882 $542K
Greater Midwest Financial Group, LLC 0.30% Add +34.6% 879 $540K
Grove Bank & Trust 0.06% No change 878 $539K
Phillips Financial Management, LLC 0.03% Add +6.2% 877 $539K
First Financial Bank - Trust Division 0.04% No change 877 $539K
Blue Chip Partners, LLC 0.04% Add +7.1% 876 $538K
Shared Vision Wealth Group LLC 0.22% New 860 $538K
First Long Island Investors, LLC 0.04% No change 875 $538K
Prairieview Wealth Partners, LLC 0.49% Reduce -0.1% 874 $537K
Kondo Wealth Advisors, Inc. 0.21% No change 874 $537K
Mountain Pacific Investment Advisers LLC 0.09% No change 871 $535K
Worth Financial Advisory Group, LLC 0.26% Reduce -6.6% 867 $533K
Bath Savings Trust Co 0.05% Add +14.8% 867 $533K
Foster & Motley Inc. 0.03% No change 866 $532K
Acute Investment Advisory, LLC 5.15% Reduce -15.8% 866 $532K
Peak Financial Management, Inc. 0.14% Reduce -1.8% 865 $531K
Hopwood Financial Services, Inc. 0.37% No change 865 $531K
PCM Encore, LLC 0.11% — 864 $531K
Goepper Burkhardt LLC 0.17% Reduce -17.2% 864 $531K
Ratan Capital Management LP 0.15% New 864 $531K
Hohimer Wealth Management, LLC 0.07% Add +0.2% 864 $531K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.18% Add +12.9% 859 $528K
Gridiron Partners, LLC 0.30% No change 858 $527K
Optas, LLC 0.08% Add +2.5% 858 $527K
Cathy Pareto & Associates, Inc. 0.36% Add +4.9% 855 $525K
Twin Lakes Capital Management, LLC 0.23% Add +0.2% 852 $523K
Provident Wealth Management, LLC 0.15% No change 851 $523K
Councilmark Asset Management, LLC 0.29% No change 850 $522K
Muzinich & Co., Inc. 0.16% New 850 $522K
Birch Financial Group, LLC 0.30% Reduce -3.1% 849 $521K
White Pine Capital LLC 0.14% Reduce -27.5% 849 $521K
Elevated Financial Group LLC 0.18% — 848 $521K
IFC & Insurance Marketing, Inc. 0.52% — 847 $520K
Boston Research & Management Inc. 0.12% No change 845 $519K
BlueStem Wealth Partners, LLC 0.06% Reduce -5.3% 844 $518K
Butensky & Cohen Financial Security, Inc. 0.14% Reduce -2.3% 843 $518K
Charter Capital Management, LLC\DE 0.27% Reduce -3.9% 843 $518K
OMNI 360 Wealth, Inc. 0.27% No change 835 $518K
Opus Capital Group, LLC 0.06% No change 840 $516K
Abacus Planning Group, Inc. 0.07% Add +1.1% 839 $515K
Bridges Investment Management Inc. 0.01% Add +8.3% 838 $515K
Liberty Atlantic Advisors LLC 0.50% — 836 $514K
Parkwoods Wealth Partners, LLC 0.15% Add +53.9% 834 $512K
First Interstate Bank 0.03% Reduce -23.8% 834 $512K
Primoris Wealth Advisors, LLC 0.30% Add +8.6% 830 $510K
Legacy Wealth Advisors, LLC 0.34% — 830 $510K
Matisse Capital 0.23% Reduce -2.4% 829 $509K
Bryant Woods Investment Advisors, LLC 0.20% Reduce -8.7% 830 $509K
LVZ, Inc. 0.06% Reduce -11.1% 824 $506K
Three Cord True Wealth Management, LLC 0.29% Reduce -2.7% 822 $505K
Pension & Wealth Management Advisors, Inc. 0.15% Reduce -1.7% 820 $505K
First Community Trust NA 0.38% No change 821 $504K
KWB Wealth 0.05% No change 821 $504K
Auxano Advisors, LLC 0.10% Add +0.7% 821 $504K
Burkett Financial Services, LLC 0.17% Add +0.1% 818 $503K
Accelerate Investment Advisors LLC 0.34% Reduce -15.2% 818 $503K
Brave Asset Management Inc. 0.12% Reduce -9.3% 818 $503K
Syntax Research, Inc. 0.31% Add +0.3% 818 $502K
Sei Investments Co. 0.00% New 815 $501K
Rise Advisors, LLC 0.18% Add +0.9% 813 $500K
Hurlow Wealth Management Group, Inc. 0.12% No change 812 $499K
First Western Trust Bank 0.02% Add +30.0% 811 $498K
James J. Burns & Company, LLC 0.07% Add +42.8% 807 $496K
Tenon Financial LLC 0.21% Add +2.2% 805 $494K
Westshore Wealth, LLC 0.16% Reduce -20.6% 804 $494K
Evansbrook LLC 0.33% — 802 $493K
Southeast Asset Advisors, LLC 0.05% Reduce -11.9% 801 $492K
Del-Sette Capital Management, LLC 0.30% No change 800 $492K
Chung Wu Investment Group, LLC 0.40% Add +6.7% 800 $491K
Old Second National Bank of Aurora 0.10% No change 800 $491K
Ballast Financial Advisors LLC 0.51% — 799 $491K
HTG Investment Advisors, Inc. 0.15% Reduce -30.0% 798 $490K
Carson Advisory Inc. 0.25% Reduce -1.2% 798 $490K
Abound Financial, LLC 0.19% Add +9.9% 797 $489K
Cypress Point Wealth Management, LLC 0.11% New 796 $489K
Collective Family Office LLC 0.11% Reduce -0.1% 793 $487K
Sculati Wealth Management, LLC 0.17% Reduce -6.6% 792 $487K
Apeiron RIA LLC 0.10% Add +5.9% 777 $486K
Baugh & Associates, LLC 0.24% Add +1.1% 814 $484K
Calder Financial LLC 0.47% — 787 $483K
ASL Financial, LLC 0.38% — 784 $482K
Monograph Wealth Advisors, LLC 0.05% No change 780 $479K
Blue Line Capital, LLC / IL 0.57% — 779 $479K
MRA Advisory Group 0.20% Add +0.1% 777 $477K
West Wealth Group, LLC 0.10% Add +0.8% 777 $477K
Oasis Advisors, LLC 0.25% — 777 $477K
Applied Capital LLC 0.18% Reduce -18.3% 777 $477K
Miramar Capital, LLC 0.10% Reduce -6.6% 776 $477K
Providence Financial Advisors, LLC 0.47% No change 774 $476K
LTG Capital LLC 0.37% Reduce -5.3% 774 $475K
SIH Partners, LLLP 0.03% New 774 $475K
Adelphi Trust Co 0.39% — 773 $475K
Sensible Money, LLC 0.15% Reduce -1.8% 772 $474K
Horizons Wealth Management 0.32% Reduce -0.3% 772 $474K
Leigh Baldwin & Co., LLC 0.31% Add +1.1% 771 $474K
Brooklyn FI, LLC 0.10% Add +4.3% 771 $474K
Forte Asset Management LLC 0.21% No change 770 $473K
Strathmore Capital Advisors, Inc. 0.16% Reduce -3.1% 770 $473K
TAGStone Capital, Inc. 0.18% Reduce -0.1% 770 $473K
Wealthstar Advisors, LLC 0.26% Reduce -1.8% 768 $472K
Sara-Bay Financial 0.14% Reduce -24.7% 761 $471K
RBA Wealth Management, LLC 0.16% Add +1.1% 766 $471K
Vanguard Capital Wealth Advisors 0.38% No change 765 $470K
Delta Asset Management LLC 0.04% Add +7.9% 765 $470K
Stokes Family Office, LLC 0.04% Add +100.3% 765 $470K
Arbor Capital Management Inc. 0.39% Reduce -0.1% 749 $469K
Ankerstar Wealth, LLC 0.47% — 762 $469K
American Wealth Advisors, LLC 0.46% Add +0.3% 762 $468K
Redwood Wealth Management Group, LLC 0.20% Reduce -2.3% 761 $468K
Tectonic Advisors LLC 0.02% Reduce -1.2% 761 $468K
Bangor Savings Bank 0.04% Reduce -6.6% 761 $467K
Sollinda Capital Management LLC 0.12% Reduce -64.5% 760 $467K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.32% Reduce -85.0% 751 $467K
Suncoast Equity Management 0.05% Add +0.1% 759 $466K
Woodward Diversified Capital, LLC 0.21% Reduce -4.5% 759 $466K
Rooted Wealth Advisors, Inc. 0.13% Reduce -1.9% 767 $465K
Lynx Investment Advisory 0.25% Add +0.1% 754 $463K
Waterway Wealth Management, LLC 0.10% No change 754 $463K
SK Wealth Management, LLC 0.13% Reduce -44.1% 735 $463K
Loudon Investment Management, LLC 0.24% Add +2.7% 753 $463K
GK Wealth Management LLC 0.34% Add +9.7% 750 $461K
Parker Financial LLC 0.19% No change 750 $461K
Kirr Marbach & Co. LLC 0.09% No change 750 $461K
Skylands Capital, LLC 0.06% No change 750 $461K
Gallacher Capital Management LLC 0.18% Add +16.9% 749 $460K
Canopy Partners, LLC 0.15% Reduce -23.2% 748 $460K
Shepherd Street Advisors LLC 0.44% — 745 $458K
Beck Capital Management, LLC 0.11% Add +17.1% 745 $458K
Clark Wealth Partners 0.28% No change 745 $458K
Successful Portfolios LLC 0.23% Reduce -1.1% 730 $457K
Legacy Capital Wealth Management, LLC 0.28% — 744 $457K
Safe Harbor Wealth Advisors, LLC 0.44% — 756 $454K
Spectrum Financial Alliance Ltd LLC 0.09% No change 738 $453K
Spectrum Planning & Advisory Services Inc. 0.23% Add +0.1% 735 $452K
EagleClaw Capital Managment, LLC 0.07% Add +19.5% 735 $452K
Keb Asset Management, LLC 0.09% Add +10.4% 735 $451K
Arbor Trust Wealth Advisors, LLC 0.20% Add +0.1% 735 $451K
Old Peak Finance LLC 0.28% — 733 $450K
1776 Wealth LLC 0.17% No change 732 $450K
Sargent Investment Group, LLC 0.06% New 731 $449K
Shira Ridge Wealth Management 0.18% No change 731 $449K
YANKCOM Partnership 0.19% Add +12.3% 730 $448K
Trinity Financial Advisors LLC 0.13% Reduce -20.0% 729 $448K
Town Capital LLC 0.37% — 728 $447K
Kaufman Rossin Wealth, LLC 0.23% Add +10.8% 727 $447K
Sunbeam Capital Management, LLC 0.26% Add +0.3% 727 $446K
Mainstay Capital Management LLC 0.03% Add +27.4% 725 $445K
Stonebridge Capital Advisors LLC 0.03% Reduce -19.0% 724 $445K
Atwater Malick LLC 0.12% No change 721 $443K
Washington Trust Advisors, Inc. 0.03% No change 720 $442K
Pavion Blue Capital, LLC 0.18% Reduce -1.1% 720 $442K
Arrien Investments, Inc. 0.25% Reduce -5.4% 716 $440K
Buckhead Capital Management LLC 0.16% Add +22.1% 714 $439K
MN Wealth Advisors, LLC 0.22% Add +0.3% 710 $437K
Pekin Hardy Strauss, Inc. 0.04% Add +26.8% 710 $436K
Mycio Wealth Partners, LLC 0.09% No change 710 $436K
Myecfo, LLC 0.19% No change 710 $436K
Middleton & Co. Inc. 0.05% No change 710 $436K
Mayfair Advisory Group, LLC 0.17% Add +0.4% 711 $436K
Trust Co of the South 0.07% Reduce -22.0% 709 $436K
Gordian Advisors LLC 0.29% Reduce -0.1% 709 $436K
Commonwealth Retirement Investments LLC 0.14% No change 707 $435K
SevenBridge Financial Group, LLC 0.07% No change 695 $434K
Corundum Group, Inc. 0.15% Reduce -1.3% 706 $434K
Matthew Goff Investment Advisor, LLC 0.08% Reduce -22.3% 706 $434K
Bedel Financial Consulting, Inc. 0.05% Add +1.1% 705 $433K
Fiscal Wisdom Wealth Management, LLC 0.41% No change 704 $432K
Eubel Brady & Suttman Asset Management Inc. 0.05% No change 701 $431K
Lakewood Asset Management LLC 0.25% No change 700 $430K
Adell Harriman & Carpenter Inc. 0.03% Reduce -12.5% 699 $430K
Note Advisors, LLC 0.22% Add +27.9% 696 $429K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.40% — 696 $428K
Inspire Advisors, LLC 0.04% Reduce -18.2% 696 $428K
Founders Grove Wealth Partners, LLC 0.10% No change 695 $427K
Veratis Advisors, Inc. 0.34% — 710 $426K
Fearless Solutions, LLC dba Best Invest 0.26% Reduce -5.5% 694 $426K
von Borstel & Associates, Inc. 0.10% Reduce -40.8% 694 $426K
Francis Financial, Inc. 0.08% Reduce -1.1% 692 $425K
Manuka Financial, LLC 0.26% No change 691 $424K
LifeWealth Investments, LLC 0.13% Add +11.7% 689 $423K
Heritage Financial Services, LLC 0.04% Reduce -7.3% 689 $423K
First Hawaiian Bank 0.06% No change 689 $423K
William Mack & Associates, Inc. 0.20% Reduce -6.0% 689 $423K
Unconventional Investor, LLC 0.20% New 686 $422K
Cornerstone Financial Group, LLC 0.29% Reduce -59.7% 685 $421K
Next Level Private LLC 0.11% Add +0.1% 679 $417K
Avant Capital LLC 0.29% Add +17.1% 679 $417K
DWR Wealth Management, LLC 0.39% — 673 $417K
Bank of New Hampshire 0.09% No change 677 $416K
Elser Financial Planning, Inc 0.30% Reduce -21.7% 676 $415K
Copia Wealth Management 0.30% Add +10.8% 676 $415K
V2 Financial group LLC 0.20% No change 675 $415K
Kinloch Capital, LLC 0.18% New 675 $415K
Millington Financial Advisors, LLC 0.18% New 678 $413K
Rodgers & Associates, LTD 0.04% No change 672 $413K
CNB Bank 0.17% No change 672 $413K
Roberts Glore & Co. Inc. 0.11% No change 669 $411K
Convergence Financial, LLC 0.06% Add +31.9% 665 $409K
Guild Investment Management, Inc. 0.30% Reduce -36.6% 665 $409K
Hudson Portfolio Management LLC 0.35% Reduce -6.5% 664 $408K
Yardley Wealth Management LLC 0.22% Reduce -15.8% 664 $408K
Trexquant Investment LP 0.00% Add +70.6% 662 $407K
Baldwin Wealth Partners LLC 0.03% Add +3.1% 661 $406K
Wood Tarver Financial Group, LLC 0.11% Add +0.1% 662 $406K
Clarity Wealth Development LLC 0.34% No change 660 $406K
Kenora Financial, LLC 0.14% Add +17.9% 660 $405K
Wheels Up Wealth, Inc. 0.38% — 659 $405K
Financial & Tax Architects, LLC 0.09% Reduce -56.7% 659 $405K
Integris Wealth Management, LLC 0.09% Reduce -7.3% 659 $405K
Edgemoor Investment Advisors, Inc. 0.03% No change 657 $404K
Lee Danner & Bass Inc. 0.03% Add +1.2% 657 $404K
North Star Asset Management Inc. 0.02% Add +42.4% 655 $402K
Sloy Dahl & Holst, LLC 0.05% Reduce -2.7% 654 $402K
Ruggaard & Associates LLC 0.16% Reduce -69.6% 654 $402K
Quadrant Capital Group LLC 0.01% Add +41.6% 653 $401K
Tandem Capital Management Corp. 0.18% Add +3.2% 653 $401K
Santori & Peters, Inc. 0.14% Add +8.5% 652 $401K
Letson Investment Management, Inc. 0.15% No change 652 $401K
Pacific Wealth Strategies Group, Inc. 0.23% Add +1.1% 650 $399K
Sutton Place Investors LLC 0.22% No change 649 $399K
Upper Left Wealth Management, LLC 0.24% Add +1.9% 648 $398K
Rare Wolf Capital LLC 0.25% — 647 $397K
New Hampshire Trust 0.08% No change 646 $397K
LVW Advisors, LLC 0.04% Add +2.4% 643 $395K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -2.9% 643 $395K
GW Henssler & Associates Ltd. 0.02% Reduce -19.1% 643 $395K
Veltria Advisors Corp. 1.72% Add +1.3% 635 $395K
Bedell Frazier Investment Counselling, LLC 0.08% Reduce -95.3% 642 $394K
Avalon Trust Co 0.03% Reduce -19.3% 642 $394K
Strategic Point Investment Advisors, LLC 0.05% Reduce -0.5% 639 $393K
Clearwave Capital, LLC 0.29% — 634 $390K
One Wealth Map LLC 0.20% No change 621 $389K
Blodgett Wealth Advisors, LLC 0.27% Reduce -7.3% 633 $389K
Strategic Investment Solutions, Inc. 0.09% Reduce -35.3% 631 $388K
Hunter Associates Investment Management LLC 0.05% No change 631 $388K
Mountain Hill Investment Partners Corp. 0.28% No change 631 $388K
Single Point Partners, LLC 0.08% Reduce -4.4% 631 $388K
DMC Group, LLC 0.26% Reduce -28.0% 630 $387K
Trueblood Wealth Management, LLC 0.15% No change 630 $387K
AssuredPartners Investment Advisors, LLC 0.06% Add +11.9% 629 $387K
Grandfield & Dodd, LLC 0.02% Reduce -1.9% 628 $386K
Daner Wealth Management, LLC 0.24% No change 630 $385K
LCM Capital Management Inc 0.19% Add +3.8% 626 $385K
Wisconsin Capital Management LLC 0.19% No change 626 $385K
Financial Gravity Asset Management, Inc. 0.07% New 626 $385K
ARK & TLK Investments, LLC 0.11% New 625 $384K
Gallagher Fiduciary Advisors, LLC 0.01% Add +1.3% 625 $384K
Elgethun Capital Management 0.07% Add +46.0% 625 $384K
Versant Capital Management, Inc 0.05% Add +1.1% 625 $384K
Heritage Family Offices, LLP 0.17% Reduce -13.8% 624 $383K
Asset Advisors Investment Management, LLC 0.04% Reduce -1.6% 624 $383K
Glass Jacobson Investment Advisors llc 0.14% Add +19.8% 624 $383K
Vestor Capital, LLC 0.03% Reduce -29.8% 435 $383K
Chico Wealth RIA 0.25% No change 622 $382K
Wingate Wealth Advisors, Inc. 0.21% Add +6.2% 621 $382K
Braun-Bostich & Associates Inc. 0.24% Reduce -22.2% 620 $381K
Decker Retirement Planning Inc. 0.19% Add +683.5% 619 $380K
Wiser Advisor Group LLC 0.43% Add +0.3% 618 $379K
Tufton Capital Management 0.07% Add +2.5% 616 $378K
FOCUS Wealth Advisors, LLC 0.18% No change 615 $378K
Thomasville National Bank 0.02% No change 613 $377K
Curio Wealth, LLC 0.13% Add +11.9% 603 $376K
Paces Ferry Wealth Advisors, LLC 0.15% Reduce -27.4% 612 $376K
MBA Advisors LLC 0.15% New 611 $376K
Bourgeon Capital Management LLC 0.06% Add +48.7% 611 $375K
Wincap Financial LLC 0.26% No change 610 $375K
Surience Private Wealth LLC 0.42% Reduce -95.4% 609 $374K
Mengis Capital Management, Inc. 0.07% Add +7.6% 608 $374K
Dover Advisors, LLC 0.14% New 607 $373K
WFA of San Diego, LLC 0.27% Reduce -15.1% 607 $373K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% — 607 $373K
Carlson Financial, Inc. 0.22% — 606 $373K
Paradigm, Strategies in Wealth Management, LLC 0.24% Reduce -14.8% 606 $372K
Capstone Wealth Management Group LLC 0.23% No change 606 $372K
TFO Wealth Partners, LLC 0.06% No change 606 $372K
Thompson Davis & Co., Inc. 0.22% Add +0.3% 606 $372K
Hendershot Investments Inc. 0.05% No change 605 $372K
Burton Enright Welch 0.05% Reduce -14.0% 603 $371K
NerdWallet Wealth Partners, LLC 0.17% Add +5.4% 603 $371K
Trevian Wealth Management LLC 0.18% New 602 $370K
Cetera Trust Company, N.A 0.20% Reduce -4.0% 602 $370K
True Link Financial Advisors, LLC 0.02% New 602 $370K
Paladin Wealth, LLC 0.25% Add +14.0% 601 $369K
Forza Wealth Management, LLC 0.13% No change 600 $369K
Portus Wealth Advisors, LLC 0.35% Add +1.2% 599 $368K
Red Reef Advisors LLC 0.37% — 598 $368K
Woodley Farra Manion Portfolio Management Inc. 0.02% Reduce -35.4% 598 $367K
Weaver Capital Management LLC 0.08% No change 598 $367K
PTM Wealth Management, LLC 0.21% Add +47.1% 593 $366K
TruNorth Capital Management, LLC 0.07% No change 596 $366K
Next Level Wealth Planning, LLC 0.19% Add +1.0% 595 $366K
Interchange Capital Partners, LLC 0.07% No change 592 $364K
Scientech Research LLC 0.23% Add +3.9% 591 $363K
Peak Wealth Management LLC 0.30% — 591 $363K
Dahring | Cusmano LLC 0.25% Reduce -3.8% 589 $362K
Fulcrum Wealth Advisors, LLC 0.30% — 586 $360K
Heartwood Wealth Advisors LLC 0.03% Add +62.8% 586 $360K
Riggs Asset Managment Co. Inc. 0.07% Reduce -12.7% 585 $359K
Clarity Retirement & Wealth, LLC 0.32% — 584 $359K
Tevis Investment Management 0.22% No change 597 $359K
Puff Wealth Management, LLC 0.46% Add +1.0% 584 $358K
Shaker Financial Services, LLC 0.11% No change 582 $358K
Biondo Investment Advisors, LLC 0.04% No change 582 $358K
Kingsman Wealth Management, Inc. 0.19% Add +0.3% 582 $357K
Whelan Financial 0.11% No change 581 $357K
Rodgers Brothers Inc. 0.04% Add +16.2% 581 $357K
Howard Bailey Securities, LLC 0.14% Add +3.9% 581 $357K
Verus Financial Partners, Inc. 0.03% Reduce -24.3% 569 $356K
KTF Investments, LLC 0.06% — 578 $355K
LWM Advisors Inc. 0.31% Add +12.0% 577 $354K
Keeler & Nadler Financial Planning & Wealth Management 0.12% Add +3.0% 576 $354K
IFC Advisors LLC 0.05% Reduce -44.5% 576 $354K
Hidden Cove Wealth Management, LLC 0.23% Reduce -2.9% 575 $353K
Landing Point Financial Group, LLC 0.18% Add +23.4% 574 $353K
Berman McAleer LLC 0.05% Add +4.2% 574 $353K
Harbour Capital Advisors, LLC 0.07% Add +3.6% 575 $353K
Allred Capital Management, LLC 0.13% Add +3.4% 573 $352K
Laurel Wealth Advisors LLC 0.05% Add +0.9% 573 $351K
Chilton Investment Co. Inc. 0.01% Add +5.5% 571 $351K
Clear Investment Research, LLC 0.58% Add +0.2% 570 $350K
Bishop & Co Investment Management, LLC 0.12% Reduce -0.3% 570 $350K
Mandatum Life Insurance Co Ltd 0.08% New 570 $350K
Canvas Wealth Advisors, LLC 0.06% Reduce -2.4% 569 $350K
Mason & Associates Inc 0.07% Add +24.0% 568 $349K
Security National Bank of So Dak 0.17% No change 567 $348K
ArborFi Advisors, LLC 0.28% Reduce -0.7% 566 $348K
Marshall & Sterling Wealth Advisors Inc. 0.23% Add +66.7% 565 $347K
Mosley Wealth Management 0.16% — 567 $347K
CLG LLC 0.09% Add +13.3% 562 $345K
Elevate Wealth Advisory, Inc. 0.24% No change 561 $345K
Houlihan Financial Resource Group, Ltd. 0.13% Add +0.7% 554 $344K
Aull & Monroe Investment Management Corp 0.17% No change 560 $344K
First American Bank 0.02% No change 560 $344K
Knightsbridge Asset Management, LLC 0.06% Add +23.7% 559 $343K
L.K. Benson & Company, P.C. 0.17% New 558 $343K
Downshift Financial, LLC 0.21% — 575 $343K
New Republic Capital, LLC 0.09% Reduce -16.3% 556 $342K
Northern Lights Advisors, Inc. 0.23% — 555 $341K
IMZ Advisory Inc 0.12% Reduce -0.2% 554 $340K
TriaGen Wealth Management LLC 0.09% No change 553 $340K
Flagstone Financial Management 0.09% New 552 $339K
Shakespeare Wealth Management, LLC 0.07% Add +13.8% 552 $339K
Lutz Financial Services LLC 0.02% Add +2.2% 551 $339K
Constitution Capital LLC 0.16% Add +0.2% 551 $338K
Ducere Wealth Management LLC 0.13% — 550 $338K
ZWJ Investment Counsel Inc. 0.01% Reduce -68.1% 550 $338K
Continuum Wealth Advisors, LLC 0.13% New 549 $337K
Ruedi Wealth Management, Inc. 0.09% Add +0.2% 548 $336K
Measured Risk Portfolios, Inc. 0.39% No change 546 $335K
SWAN Capital LLC 0.13% New 546 $335K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% Add +16.9% 545 $335K
Financial Security Advisor, Inc. 0.06% Add +0.4% 545 $335K
Rede Wealth, LLC 0.12% Reduce -32.3% 542 $333K
Shelton Wealth Management, LLC 0.14% Reduce -10.3% 541 $332K
Legacy Financial Group LLC 0.04% Add +3.4% 546 $331K
Sage Rhino Capital LLC 0.06% Reduce -12.1% 537 $330K
Nvest Wealth Strategies, Inc. 0.24% — 537 $330K
Signature Resources Capital Management, LLC 0.17% Reduce -16.4% 537 $330K
Financial Counselors Inc. 0.45% No change 533 $327K
Clay Northam Wealth Management, LLC 0.18% No change 533 $327K
Professional Financial Solutions LLC 0.31% — 532 $327K
Graves Light Lenhart Wealth, Inc. 0.03% Add +19.3% 531 $326K
Jacobs & Co. 0.03% No change 532 $326K
Shearwater Capital LLC 0.19% Add +5.0% 530 $326K
Hoge Financial Services, LLC 0.18% Add +0.4% 529 $325K
Piscataqua Savings Bank 0.23% Add +229.4% 527 $324K
Alexander Labrunerie & Co., Inc. 0.12% Reduce -0.6% 524 $322K
Private Wealth Management Group, LLC 0.09% No change 522 $321K
GEM Asset Management, LLC 0.14% Add +1.0% 514 $321K
Nestegg Advisors, Inc. 0.27% Add +0.2% 520 $319K
Vermillion Wealth Management, Inc. 0.13% Add +0.8% 519 $319K
VAUGHAN & Co SECURITIES, INC. 0.16% Reduce -0.2% 519 $319K
Olistico Wealth, LLC 0.15% No change 517 $318K
Newport Capital Group, LLC 0.19% No change 517 $318K
Churchill Financial Advisors, LLC 0.10% — 515 $316K
Freedom Day Solutions, LLC 0.09% Reduce -2.8% 515 $316K
Wayfinding Financial, LLC 0.13% No change 515 $316K
Missouri Trust & Investment Co 0.09% Add +5.5% 514 $316K
SilverOak Wealth Management LLC 0.05% Add +1.0% 513 $315K
Boulder Wealth Advisors, LLC 0.13% Reduce -1.9% 513 $315K
ONE Advisory Partners, LLC 0.10% No change 513 $315K
Emissary Wealth LLC 0.26% — 513 $315K
Legacy Wealth Management, LLC 0.02% Add +0.2% 513 $315K
American Asset Management Inc. 0.27% New 510 $313K
BHK Investment Advisors, LLC 0.10% Reduce -0.4% 508 $312K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -53.1% 508 $312K
Southern Financial Group, LLC 0.09% — 507 $311K
Certior Financial Group, LLC 0.21% Add +33.4% 507 $311K
Brooks, Moore & Associates, Inc. 0.15% No change 505 $310K
Whitcomb & Hess, Inc. 0.07% No change 495 $310K
Vision Capital Management, Inc. 0.04% Reduce -9.8% 504 $309K
Atwood & Palmer Inc. 0.02% No change 502 $309K
Turning Point Benefit Group, Inc. 0.16% Reduce -2.1% 502 $308K
TPG Financial Advisors, LLC 0.10% New 501 $308K
WHI TRUST Co LLC 0.24% — 500 $307K
OMC Financial Services LTD 0.11% No change 500 $307K
City State Bank 0.08% Add +19.6% 500 $307K
G2 Capital Management, LLC / Oh 0.07% New 500 $307K
Harvey Capital Management Inc. 0.07% No change 500 $307K
Gould Asset Management LLC 0.05% No change 500 $307K
Brady Martz Wealth Solutions, LLC 0.05% New 500 $307K
Investment Insight Wealth Management, LLC 0.30% — 499 $307K
Wiregrass Investment Management LLC 0.26% — 498 $306K
Bright Futures Wealth Management, LLC. 0.23% Add +13.4% 498 $306K
Meridian Wealth Partners, LLC 0.04% No change 498 $306K
Herold Advisors, Inc. 0.07% Add +0.4% 498 $306K
LMG Wealth Partners, LLC 0.06% No change 497 $305K
Postrock Partners LLC 0.13% No change 497 $305K
EnRich Financial Partners LLC 0.08% Reduce -3.5% 497 $305K
Newman Dignan & Sheerar, Inc. 0.06% Reduce -1.8% 497 $305K
Cherry Tree Wealth Management, LLC 0.06% Add +8.8% 496 $305K
Salvus Wealth Management, LLC 0.17% Add +0.8% 495 $304K
Adkins Seale Capital Management LLC 0.30% — 494 $303K
North Berkeley Wealth Management, LLC 0.18% Reduce -26.6% 493 $303K
Asset Management One Co., Ltd. 0.00% Add +16.0% 486 $302K
New World Advisors LLC 0.05% No change 491 $302K
Twelve Points Wealth Management LLC 0.07% Add +7.8% 481 $301K
Elm Partners Management LLC 0.01% Add +11.1% 490 $301K
Grand Wealth Management, LLC 0.14% No change 490 $301K
Jupiter Wealth Management LLC 0.13% No change 500 $300K
Evermay Wealth Management LLC 0.03% Reduce -4.9% 488 $300K
Lane Brothers & Co. Inc. 0.22% — 487 $299K
Presper Financial Architects, LLC 0.17% Add +3.2% 487 $299K
Blossom Wealth Management 0.49% Add +21.3% 485 $298K
Capital Square, LLC 0.15% Reduce -10.9% 484 $298K
Austin Wealth Management, LLC 0.04% Add +15.1% 479 $297K
MWA Asset Management 0.17% No change 483 $297K
Piedmont Capital Management, LLC 0.19% — 482 $296K
Potomac Fund Management Inc. 0.01% New 482 $296K
CoreFirst Bank & Trust 0.16% Reduce -3.0% 480 $295K
PUREfi Wealth, LLC 0.23% Reduce -26.5% 480 $295K
Seneca Financial Advisors LLC 0.09% No change 479 $294K
ARS Investment Partners, LLC 0.02% Add +12.8% 477 $293K
Carnegie Lake Advisors LLC 0.11% Reduce -5.0% 475 $292K
Fairfield, Bush & Co. 0.15% Reduce -2.1% 474 $291K
Hilton Head Capital Partners, LLC 0.17% — 474 $291K
Stordahl Capital Management, Inc. 0.06% Reduce -7.2% 474 $291K
Sterneck Capital Management, LLC 0.13% Add +1.5% 473 $291K
Nicholas Wealth, LLC. 0.20% Reduce -82.6% 473 $290K
Allied Investment Advisors, LLC 0.04% Reduce -21.7% 472 $290K
3Chopt Investment Partners, LLC 0.06% No change 471 $289K
ForthRight Wealth Management, LLC 0.08% Add +25.7% 470 $289K
Rogco, LP 0.10% No change 470 $289K
Banque Transatlantique SA 0.01% No change 470 $288K
Reynders McVeigh Capital Management, LLC 0.01% Add +21.6% 468 $287K
Luminist Capital LLC 0.35% Reduce -50.5% 467 $287K
Seven Mile Advisory 0.05% No change 467 $287K
United Financial Planning Group LLC 0.17% Add +12.0% 467 $287K
Marest Capital, LLC 0.16% Add +29.4% 467 $287K
Prosperity Advisers, LLC 0.24% — 465 $286K
Broadview Financial Management, LLC 0.19% Add +4.7% 465 $285K
Level Wealth Management LLC 0.15% No change 464 $285K
Pathfinder Wealth Consulting, Inc. 0.18% — 463 $284K
Centennial Advisors, LLC 0.37% — 463 $284K
Kelly Financial Services LLC 0.07% No change 462 $284K
Cassady Wealth & Retirement Planning, LLC 0.18% — 461 $283K
LifeGoal Investments, LLC 0.19% Reduce -30.0% 460 $283K
Cidel Asset Management Inc. 0.02% Add +17.9% 460 $283K
Boston Common Asset Management, LLC 0.02% No change 459 $282K
Norris Perne & French LLP 0.02% Add +22.1% 458 $281K
Leisure Capital Management 0.09% Reduce -25.9% 458 $281K
Townsend & Associates, Inc 0.03% No change 452 $281K
Clarion Wealth Managment Partners, LLC 0.26% Add +28.0% 457 $281K
Summit Investment Advisory Services, LLC 0.11% Add +21.9% 456 $280K
Lee Johnson Capital Management, LLC 0.10% No change 456 $280K
Bernicke Wealth Management, Ltd. 0.04% — 456 $280K
Torrey-Payne Wealth Management, LLC 0.25% — 446 $279K
Talisman Wealth Advisors LLC 0.22% Add +4.6% 451 $278K
Tiller Private Wealth, Inc. 0.10% Reduce -1.1% 452 $278K
Arq Wealth Advisors, LLC 0.07% Add +7.6% 452 $278K
First Pacific Financial 0.04% Add +0.2% 452 $278K
Corrado Advisors, LLC 0.14% Reduce -3.0% 451 $277K
Cullen Investment Group, LTD. 0.04% Add +1.8% 442 $277K
Sitrin Capital Management LLC 0.13% Add +28.6% 450 $276K
NFC Investments, LLC 0.08% No change 450 $276K
Hilltop Wealth Advisors, LLC 0.14% No change 449 $276K
MJT & Associates Financial Advisory Group, Inc. 0.21% No change 448 $275K
DecisionMap Wealth Management, LLC 0.17% New 448 $275K
Freedom Investment Management, Inc. 0.08% Reduce -45.4% 448 $275K
Ring Mountain Capital, LLC 0.14% Add +0.5% 443 $275K
Generation Capital Management LLC 0.18% New 445 $273K
Wallace Advisory Group, LLC 0.29% Reduce -1.6% 444 $273K
Silver Lake Advisory, LLC 0.11% New 443 $272K
HighMark Wealth Management LLC 0.11% Reduce -2.2% 443 $272K
Premier Path Wealth Partners, LLC 0.04% Reduce -88.8% 442 $271K
Rench Wealth Management, Inc. 0.08% Reduce -1.3% 442 $271K
Caldwell Sutter Capital, Inc. 0.11% Add +2.3% 441 $271K
Paragon Financial Partners, Inc. 0.17% No change 440 $270K
Eagle Bluffs Wealth Management LLC 0.11% New 439 $270K
Forbes J M & Co. LLP 0.02% Add +17.4% 439 $270K
Calydon Capital 0.05% Reduce -6.6% 438 $269K
Triton Financial Group Inc 0.18% Reduce -1.6% 438 $269K
Brown Financial Advisors 0.10% Add +15.0% 437 $268K
SkyView Investment Advisors, LLC 0.03% No change 436 $268K
Endowment Wealth Management, Inc. 0.12% Add +3.1% 436 $268K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -10.3% 435 $267K
Teachers Insurance & Annuity Association of America 0.31% Reduce -49.4% 435 $267K
Comprehensive Money Management Services LLC 0.18% No change 435 $267K
Lathrop Investment Management Co. 0.05% Add +0.2% 434 $267K
Buffalo Business & Estate Services Ltd. 0.04% — 434 $267K
Elyxium Wealth, LLC 0.07% Add +14.2% 434 $267K
Burford Brothers, Inc. 0.11% Add +0.5% 433 $266K
Western Reserve Capital Management, LLC 0.25% — 432 $265K
Investors Portfolio Services LLC 0.24% — 431 $265K
Kuhn & Co Investment Counsel 0.18% New 431 $265K
Hardworking Capital Advisors, LLC 0.24% — 431 $265K
Gunderson Capital Management LLC 0.12% Add +5.4% 431 $265K
IFS Advisors, LLC 0.14% No change 431 $265K
TD Capital Management LLC 0.02% Reduce -20.1% 430 $264K
Legacy Financial Strategies, LLC 0.05% New 430 $264K
Palladiem, LLC 0.25% — 430 $264K
Beckerman Institutional, LLC 0.15% No change 431 $264K
CAP Partners, LLC 0.15% Add +13.8% 429 $264K
Creative Capital Management Investments LLC 0.08% Add +8.1% 428 $263K
Maltin Wealth Management, Inc. 0.10% Add +0.2% 428 $263K
Planwiser Financial, LLC 0.20% No change 426 $263K
Alpha Financial Advisors, LLC 0.08% New 427 $262K
Integrated Capital Management, Inc. 0.17% Add +0.2% 426 $262K
Hudson Capital Management LLC 0.07% No change 426 $262K
Beacon Wealthcare LLC 0.09% No change 425 $261K
Rebalance, LLC 0.02% Add +20.1% 425 $261K
Mainstream Capital Management LLC 0.17% Reduce -0.2% 424 $260K
Chesapeake Wealth Management 0.08% Reduce -6.6% 423 $260K
Mustard Seed Financial, LLC 0.16% No change 422 $259K
American Capital Advisory, LLC 0.11% Add +3.4% 422 $259K
Studio Investment Management LLC 0.05% No change 421 $259K
Lantern Wealth Advisors, LLC 0.14% Add +10.5% 420 $258K
Leverty Financial Group, LLC 0.06% Reduce -0.5% 418 $257K
May Hill Capital, LLC 0.07% Add +9.7% 417 $256K
Ascension Capital Advisors, Inc. 0.09% Reduce -96.7% 416 $256K
Investors Research Corp 0.05% Add +5100.0% 416 $255K
Providence Capital Advisors, LLC 0.04% Reduce -2.4% 414 $254K
Riverchase Wealth Management, LLC 0.14% No change 414 $254K
Praetorian Wealth Management, Inc. 0.05% No change 414 $254K
Sunburst Financial Group, LLC 0.05% New 413 $254K
Hilltop Partners LLC 0.07% Reduce -3.7% 412 $253K
Mark Sheptoff Financial Planning, LLC 0.12% Reduce -12.3% 412 $253K
Pacific Wealth Management 0.12% No change 412 $253K
Bull Oak Capital, LLC 0.10% No change 411 $252K
Regimen Wealth, LLC 0.07% Add +0.2% 411 $252K
Bell & Brown Wealth Advisors, LLC 0.08% Reduce -14.2% 410 $252K
Stage Harbor Financial, LLC 0.17% Reduce -3.5% 410 $252K
Tilson Financial Group, Inc. 0.08% Reduce -11.7% 409 $251K
Orin Green Financial, LLC 0.10% Add +4.4% 406 $249K
Hirtle & Co., LLC 0.01% Add +9.4% 406 $249K
Godfrey Financial Associates, Inc. 0.21% — 405 $249K
Anfield Capital Management, LLC 0.08% Reduce -32.9% 404 $248K
Capital Counsel LLC 0.01% No change 404 $248K
Congress Asset Management Co. 0.00% Add +0.3% 404 $248K
Robinswood Financial LLC 0.08% New 403 $248K
Hager Investment Management Services, LLC 0.14% No change 403 $248K
Legacy Wealth Management, LLC / MS 0.07% New 402 $247K
Redmond Asset Management, LLC 0.06% Add +0.3% 402 $247K
Cedar Point Capital Partners, LLC 0.16% Reduce -15.8% 400 $246K
A&I Financial Services, LLC 0.12% No change 400 $246K
Field & Main Bank 0.07% New 400 $246K
ESL Trust Services, LLC 0.05% No change 400 $246K
Madison Asset Management, LLC 0.00% Add +0.5% 400 $246K
Haven Private, LLC 0.11% Reduce -15.1% 399 $245K
Members Trust Co 0.01% No change 399 $245K
SFE Investment Counsel 0.04% Add +10.8% 399 $245K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Reduce -9.6% 398 $244K
CGN Advisors LLC 0.02% Reduce -34.1% 398 $244K
Crescent Sterling, Ltd. 0.25% Add +2.1% 396 $243K
New Insight Wealth Advisors 0.09% Reduce -5.3% 396 $243K
Old North State Wealth Management, LLC 0.11% Reduce -26.0% 393 $243K
Cypress Capital, LLC 0.07% Reduce -13.6% 394 $242K
Harbour Investment Management LLC 0.13% Add +14.5% 394 $242K
New England Professional Planning Group Inc. 0.10% New 394 $242K
Integrity Investment Advisors, LLC 0.13% New 394 $242K
Toews Corp. 0.04% Add +0.8% 394 $242K
Swmg, LLC 0.07% New 396 $242K
Human Investing LLC 0.03% Reduce -0.3% 393 $241K
Meramec Financial Planners, LLC 0.09% — 395 $241K
RS Crum Inc. 0.05% Reduce -8.6% 392 $241K
Decision Investments, Inc. 0.26% — 391 $240K
First National Bank Sioux Falls 0.07% No change 391 $240K
Ogorek Anthony Joseph /NY/ 0.07% No change 392 $240K
BWM Planning, LLC 0.06% No change 390 $240K
Hughes Financial Services, LLC 0.04% Add +6.0% 389 $239K
TFC Financial Management, Inc. 0.03% Reduce -17.1% 388 $239K
Cascade Investment Group, Inc. 0.16% Add +4.6% 388 $238K
ELCO Management Co., LLC 0.15% Reduce -1.0% 386 $237K
First County Bank 0.13% No change 386 $237K
Rossby Financial, LCC 0.07% Add +36.9% 386 $237K
Cutler Capital Management, LLC 0.09% Add +7.2% 385 $237K
Warburton Capital Management, LLC 0.13% No change 385 $236K
Skyline Advisors, Inc. 0.08% Add +0.3% 384 $236K
Stone House Investment Management, LLC 0.04% Add +0.5% 384 $236K
Independent Investors Inc. 0.04% No change 383 $235K
Quaker Wealth Management, LLC 0.07% No change 381 $234K
Navalign, LLC 0.06% No change 380 $233K
Yoder Wealth Management, Inc. 0.11% No change 379 $233K
John G Ullman & Associates Inc. 0.03% No change 379 $233K
North Forty Two & Co. 0.22% No change 377 $232K
Allstreet Capital Advisors LLC 0.17% — 376 $231K
RHS Financial, LLC 0.11% Reduce -72.2% 376 $231K
True Vision MN LLC 0.12% Add +0.5% 375 $230K
LifePlan Investment Advisors, Inc. 0.09% New 375 $230K
Highland Financial Advisors, LLC 0.06% Reduce -1.8% 374 $230K
Tribridge Partners Financial LLC 0.10% No change 374 $230K
Cabot Wealth Management Inc. 0.03% No change 373 $229K
Vigil Wealth Management, LLC 0.19% — 371 $228K
Ballast, Inc. 0.05% Add +0.5% 371 $228K
BlueSky Wealth Advisors, LLC 0.03% Reduce -58.4% 371 $228K
Valtrion Capital Management, LLC 0.23% New 370 $227K
Asio Capital, LLC 0.03% Add +10.4% 370 $227K
Alley Investment Management Company, LLC 0.03% No change 370 $227K
Grand Central Investment Group 0.16% — 369 $227K
Delta Financial Advisors LLC 0.06% No change 368 $226K
Firethorn Wealth Partners, LLC 0.08% New 366 $225K
Reicon Wealth Advisors, LLC 0.16% — 366 $225K
Mendel Money Management 0.09% New 366 $225K
Wharton Business Group, LLC 0.01% Reduce -14.1% 366 $225K
Morling Financial Advisors, LLC 0.07% New 366 $225K
Brown Wealth Management, LLC 0.06% Add +4.9% 365 $224K
Orgel Wealth Management, LLC 0.00% Reduce -4.5% 365 $224K
Ethos Capital Management, Inc. 0.21% — 365 $224K
Theory Financial LLC 0.07% No change 356 $223K
Ascentis Wealth Management, LLC 0.06% Add +0.8% 362 $222K
Blalock Williams, LLC 0.18% Reduce -11.7% 362 $222K
Financial Harvest, LLC 0.14% Add +1.1% 362 $222K
Northeast Financial Group, Inc. 0.06% No change 361 $222K
Calamos Advisors LLC 0.00% Add +1.4% 360 $221K
KDK Private Wealth Management, LLC 0.19% New 359 $221K
Fulcrum Equity Management 0.21% New 359 $221K
Mowery & Schoenfeld Wealth Management, LLC 0.32% No change 358 $220K
KOM Wealth Management Group, LLC 0.16% New 357 $219K
CMH Wealth Management LLC 0.05% Reduce -21.9% 356 $219K
One Wealth Advisors, LLC 0.03% Reduce -37.9% 356 $219K
Baer Investment Advisory LLC 0.30% Reduce -81.1% 354 $217K
626 Financial, LLC 0.09% Reduce -2.5% 354 $217K
Lincoln Capital LLC 0.04% No change 353 $217K
Steigerwald, Gordon & Koch Inc. 0.02% No change 353 $217K
Plum Street Advisors, LLC 0.08% Reduce -15.8% 351 $216K
ROI Financial Advisors, LLC 0.12% Reduce -5.7% 351 $216K
RWQ Financial Management Services, Inc. 0.10% Reduce -54.8% 351 $216K
Compton Financial Group, LLC 0.05% No change 351 $216K
Dominguez Wealth Management Solutions, Inc. 0.13% New 351 $215K
St. Johns Investment Management Company, LLC 0.09% No change 351 $215K
Wernau Asset Management Inc. 0.21% No change 350 $215K
Signet Investment Advisory Group, Inc. 0.10% No change 350 $215K
Wilkins Investment Counsel Inc. 0.03% No change 350 $215K
Impact Capital Partners LLC 0.06% No change 350 $215K
Coston, McIsaac & Partners 0.05% Add +10.4% 351 $215K
TrinityBridge Ltd 0.00% New 350 $215K
Axecap Investments, LLC 0.13% Reduce -0.8% 349 $215K
Oath Planning, LLC 0.21% — 349 $215K
Mb, Levis & Associates, LLC 0.09% Add +10.4% 349 $214K
SMH Capital Advisors Inc. 0.44% No change 348 $214K
Ervin Investment Management, LLC 0.12% New 346 $213K
Agp Franklin, LLC 0.10% New 346 $212K
Cooper Capital Advisors LLC 0.13% Add +0.3% 346 $212K
Balanced Rock Investment Advisors LLC 0.15% Reduce -11.1% 346 $212K
Financial Consulate, Inc. 0.03% Add +10.6% 345 $212K
Hopwood Nicholas Hunter 0.07% — 345 $212K
Coign Capital Advisors LLC 0.11% No change 344 $211K
Avenir Corp. 0.02% No change 344 $211K
Centennial Wealth Advisory LLC 0.06% Add +0.9% 342 $210K
Cypress Capital Management LLC (WY) 0.20% Add +8.3% 341 $209K
Creegan & Nassoura Financial Group, LLC 0.14% No change 340 $209K
Prosperity Financial Group, Inc. 0.08% Reduce -50.6% 340 $209K
Andina Capital Management, LLC 0.13% New 340 $209K
Portland Financial Advisors Inc 0.44% No change 339 $208K
Jag Capital Management, LLC 0.02% Reduce -16.1% 339 $208K
Cary Street Partners Investment Advisory LLC 0.06% Add +26.1% 338 $208K
CFC Planning Co LLC 0.16% New 337 $207K
Stark Wealth Management LLC 0.78% Reduce -1.5% 336 $206K
Marion Wealth Management 0.05% Reduce -38.8% 331 $206K
Baldwin Investment Management, LLC 0.02% Reduce -12.5% 335 $206K
Verity Asset Management, Inc. 0.09% New 333 $205K
Cookson Peirce & Co. Inc. 0.01% New 333 $205K
KRS Capital Management, LLC 0.12% New 333 $205K
Castleview Partners, LLC 0.10% New 332 $204K
FIDELIS iM, LLC 0.08% New 331 $203K
Marathon Capital Management 0.04% Reduce -17.3% 331 $203K
Forefront Wealth Partners, LLC 0.10% Reduce -87.8% 330 $203K
OneAscent Wealth Management LLC 0.07% Reduce -2.6% 330 $203K
Lifelong Wealth Advisors, Inc. 0.05% New 329 $202K
Ashford Capital Management Inc. 0.02% New 328 $201K
Graney & King, LLC 0.12% Add +0.3% 328 $201K
Birch Hill Investment Advisors LLC 0.01% New 326 $200K
Strive Financial Group ,LLC 0.11% — 326 $200K
Hoese & Co LLP 0.14% Add +337.8% 324 $199K
Ceeto Capital Group, LLC 0.06% No change 324 $199K
Murphy & Mullick Capital Management Corp 0.14% Add +13.3% 324 $199K
Oak Family Advisors, LLC 0.06% Reduce -1.8% 322 $198K
Bellevue Asset Management, LLC 0.06% Add +40.0% 315 $194K
Centerpoint Advisors, LLC 0.06% Reduce -24.3% 312 $192K
Tripletail Wealth Management, LLC 0.24% Reduce -28.2% 310 $190K
Beutel, Goodman & Co Ltd. 0.00% No change 305 $187K
Hikari Tsushin, Inc. 0.01% No change 302 $186K
Perkins Coie Trust Co 0.03% No change 299 $184K
SRH Advisors, LLC 0.05% No change 295 $181K
Arlington Trust Co LLC 0.02% Reduce -84.2% 295 $181K
Rowlandmiller & Partners.adv 0.03% Add +1.0% 291 $179K
LGT Financial Advisors LLC 1.09% No change 290 $178K
Horrell Capital Management, Inc. 0.08% No change 287 $176K
Operose Advisors LLC 0.04% Add +10.8% 286 $176K
Quent Capital, LLC 0.01% New 286 $176K
Cranbrook Wealth Management, LLC 0.03% No change 285 $175K
Basepoint Wealth LLC 0.11% New 284 $175K
Frazier Financial Advisors, LLC 0.10% Add +35.6% 282 $173K
Birchwood Financial Partners, Inc. 0.17% — 278 $171K
Thomas J. Herzfeld Advisors, Inc. 0.06% No change 270 $166K
Consultiva Wealth Management, Corp. 0.47% No change 270 $166K
Motco 0.01% Reduce -51.5% 268 $165K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% Reduce -15.9% 264 $162K
Peterson Wealth Services 0.04% Reduce -96.2% 260 $160K
Sherman Asset Management, Inc. 0.13% Add +0.4% 258 $158K
West Branch Capital LLC 0.04% No change 257 $158K
Greenline Wealth Management LLC 0.16% — 254 $156K
Kilter Group LLC 0.07% Reduce -4.5% 254 $156K
Canton Hathaway, LLC 0.03% No change 252 $155K
Prosperity Bancshares Inc 0.14% — 250 $154K
Centennial Bank 0.06% No change 250 $154K
Networth Advisors, LLC 0.11% — 249 $153K
VSM Wealth Advisory, LLC 0.04% No change 241 $148K
Hanson & Doremus Investment Management 0.02% No change 240 $148K
Hurley Capital, LLC 0.08% Add +0.4% 237 $146K
Uptown Financial Advisors LLC 0.12% New 232 $143K
Cornerstone National Bank & Trust Co 0.06% No change 231 $142K
Investment Research & Advisory Group, Inc. 0.05% Add +36.3% 229 $140K
Bare Financial Services, Inc 0.04% Reduce -51.3% 228 $140K
Legacy Bridge, LLC 0.06% Reduce -4.6% 226 $139K
Prestige Wealth Management Group LLC 0.03% No change 225 $138K
Lloyd Advisory Services, LLC. 0.05% Reduce -91.2% 225 $138K
Financial Connections Group, Inc. 0.04% No change 210 $129K
Breakwater Investment Management 0.05% No change 208 $128K
Aventura Private Wealth, LLC 0.05% Reduce -15.3% 205 $126K
Mechanics Financial Corp 0.05% No change 203 $125K
Medallion Wealth Advisors, LLC 0.04% Add +9.8% 201 $123K
CKW Financial Group 0.01% No change 201 $123K
Ramirez Asset Management, Inc. 0.02% No change 200 $123K
Liberty One Investment Management, LLC 0.02% Reduce -93.7% 196 $120K
Peck Wealth Management, LLC 0.11% No change 195 $120K
Millstone Evans Group, LLC 0.07% Add +41.6% 194 $119K
MV Capital Management, Inc. 0.01% Reduce -25.6% 192 $118K
Innovative Advisory Group, LLC 0.08% No change 190 $117K
North Ridge Wealth Advisors, Inc. 0.07% No change 189 $116K
True Wealth Design, LLC 0.03% Add +1.1% 188 $115K
Ransom Advisory, Ltd 0.05% New 188 $115K
MidAtlantic Capital Management, Inc. 0.07% New 181 $111K
Barrett & Company, Inc. 0.04% Add +10.4% 181 $111K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 177 $109K
MRP Capital Investments, LLC 0.09% Reduce -24.9% 175 $108K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -65.3% 174 $107K
Strategic Wealth Advisors LLC 0.09% — 171 $105K
Conquis Financial LLC 0.09% New 168 $103K
Dynamic Wealth Strategies, LLC 0.06% New 164 $101K
Midwest Capital Advisors, LLC 0.05% Add +36.1% 162 $100K
TOWER TRUST & INVESTMENT Co 0.06% No change 160 $98K
Stephens Consulting, LLC 0.03% Reduce -13.7% 157 $96K
Smallwood Wealth Investment Management, LLC 0.05% Reduce -15.2% 156 $96K
Arbor Wealth Management LLC\AZ 0.07% — 151 $93K
Eq Wealth Advisors, LLC 0.05% New 135 $83K
Go Invest LLC 0.03% — 126 $77K
Van Eck Associates Corp. 0.00% No change 126 $77K
Cornerstone Financial Management LLC 0.07% — 125 $77K
Pflug Koory, LLC 0.04% No change 124 $76K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 122 $75K
JCIC Asset Management Inc. 0.02% No change 120 $74K
Barnes Dennig Private Wealth Management LLC 0.07% Add +68.6% 118 $72K
LM Advisors LLC 0.29% Reduce -35.3% 44,419 $72K
PayPay Securities Corp 2.09% Add +70.6% 116 $71K
Gleason Group, Inc. 0.01% Reduce -5.2% 110 $68K
Westend Capital Management, LLC 0.02% No change 109 $67K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 109 $67K
Bear Mountain Capital, Inc. 0.02% No change 103 $64K
Gold Investment Management Ltd. 0.02% No change 101 $62K
Delos Wealth Advisors, LLC 0.04% No change 100 $61K
Bravera Wealth 0.03% — 100 $61K
Milestone Investment Advisors LLC 0.01% New 100 $61K
New England Capital Financial Advisors LLC 0.02% Add +1.0% 99 $61K
ROSS\JOHNSON & Associates LLC 1.10% Reduce -2.0% 96 $59K
Sfam, LLC 0.05% — 95 $58K
Spirit of America Management Corp. 0.01% Reduce -72.3% 92 $58K
Beaird Harris Wealth Management, LLC 0.00% No change 93 $57K
Atlantic Private Wealth, LLC 0.04% No change 91 $56K
Chelsea Counsel Co. 0.02% No change 91 $56K
Financial Network Wealth Advisors LLC 0.05% No change 82 $50K
Morgan Dempsey Capital Management LLC 0.02% Add +2.5% 82 $50K
Wealth Preservation Advisors, LLC 0.03% New 82 $50K
Imprint Wealth LLC 0.23% Reduce -68.8% 79 $49K
Premier Financial Group 0.01% No change 77 $48K
Miller Capital Partners, Inc. 0.02% — 75 $46K
Roxbury Financial LLC 0.04% No change 72 $44K
Measured Wealth Private Client Group, LLC 0.01% Add +6.0% 71 $44K
Bridge Generations Wealth Management LLC 0.03% No change 68 $42K
Reyes Financial Architecture, Inc. 0.02% Reduce -98.2% 62 $38K
Bullseye Investment Management, LLC 0.02% New 60 $37K
Team Financial Group, LLC 0.02% Add +1.7% 60 $37K
Navigoe, LLC 0.02% No change 60 $36K
Blume Capital Management, Inc. 0.01% No change 57 $35K
Islay Capital Management, LLC 0.02% New 52 $32K
Gould Capital, LLC 0.02% Reduce -16.4% 51 $31K
Rachor Investment Advisory Services, LLC 0.02% — 47 $29K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +2150.0% 45 $28K
Erste Asset Management GmbH 0.00% Reduce -99.5% 44 $27K
Exchange Traded Concepts, LLC 0.00% Reduce -36.8% 43 $26K
Goodman Advisory Group, LLC 0.01% No change 41 $25K
University of Texas/Texas Am Investment Management Co. 0.00% New 41 $25K
Redwood Park Advisors LLC 0.02% No change 40 $25K
Citizens National Bank Trust Department 0.00% Reduce -18.4% 40 $25K
CrossGen Wealth, LLC 0.02% — 38 $23K
DecisionPoint Financial, LLC 0.00% New 36 $22K
Valued Wealth Advisors LLC 0.01% Reduce -89.9% 34 $21K
BTG Pactual Asset Management US LLC 0.00% New 33 $20K
Broadwater Capital Management LLC 0.01% No change 32 $20K
Financial Management Professionals, Inc. 0.00% No change 30 $18K
C M Bidwell & Associates Ltd. 0.01% No change 30 $18K
Accordant Advisory Group Inc 0.01% No change 28 $17K
Jessup Wealth Management, Inc 0.01% New 26 $16K
High Point Wealth Management, LLC 0.01% — 25 $16K
Evolution Advisers, Inc. 0.01% No change 25 $15K
Retirement Wealth Solutions LLC 0.01% No change 24 $15K
Lummis Asset Management, LP 0.01% New 23 $14K
Horizon Bancorp Inc. 0.01% No change 22 $14K
GW&K Investment Management, LLC 0.00% No change 22 $14K
CGC Financial Services, LLC 0.00% No change 22 $14K
Wealth Enhancement Trust Services, Inc. 0.00% — 22 $14K
Clarity Asset Management, Inc. 0.01% Add +425.0% 21 $13K
TLW Wealth Management, LLC 0.01% No change 20 $12K
Keystone Financial Group, Inc. 0.00% No change 15 $9K
Daytona Street Capital LLC 0.01% — 15 $9K
Bay Harbor Wealth Management, LLC 0.00% No change 14 $9K
Spurstone Advisory Services, LLC 0.12% No change 12 $7K
Aventus Investment Advisors, Inc. 0.01% No change 12 $7K
Fiduciary Advisors, Inc. 0.00% New 10 $6K
Gilpin Wealth Management, LLC 0.00% — 10 $6K
Minot DeBlois Advisors LLC 0.01% No change 10 $6K
Berkshire Capital Holdings Inc. 0.00% No change 10 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 9 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 7 $4K
Sawyer & Company, Inc 0.00% No change 6 $4K
Hoey Investments, Inc. 0.00% No change 6 $4K
Dogwood Wealth Management LLC 0.00% Reduce -98.5% 6 $4K
Miller Wealth Advisors, LLC 0.00% No change 5 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
Proffitt & Goodson Inc. 0.00% New 4 $2K
Eukles Asset Management 0.00% No change 4 $2K
Holos Integrated Wealth LLC 0.00% No change 3 $2K
Arcadia Investment Management Corp. 0.00% Add +200.0% 3 $2K
PEAK6 LLC 0.00% Reduce -100.0% 3 $2K
Catherine Avery Investment Management LLC 0.00% No change 2 $1K
REAP Financial Group, LLC 0.00% No change 2 $1K
Covestor Ltd 0.00% No change 1 $1K
1620 Investment Advisors, Inc. 0.00% No change 1 $614
Summit Securities Group LLC 0.00% Reduce -100.0% 1 $614

"% 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.