Invesco QQQ Trust Series 1QQQETF

13F holders, Q1 2026 (March 31)
3,845holders −15
156new positions
173sold out
8famous investors
$567.78avg. 13F price*

At the end of Q1 2026, 3,845 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, down 15 from Q4 2025. 156 opened new positions and 173 sold out. The largest holders were Morgan Stanley ($12.4B), Bank of America Corp. ($10.0B) and LPL Financial LLC ($6.1B). 8 famous investors held it, including Paul Tudor Jones (0.8% of Tudor Investment Corporation's portfolio), Israel Englander (0.3% of Millennium Management's portfolio) and Joel Greenblatt (0.3% of Gotham Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions156$1.2B
Exits173$2.7B

All 13F filers, Q4 2025 → Q1 2026: 24,158,058 shares bought and 20,949,350 shares sold, net +3,208,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,845 holders

Morgan Stanley 0.75% Add +34.3% 21,535,425 $12.4B
Bank of America Corp. 0.73% Reduce -11.7% 17,254,676 $10.0B
LPL Financial LLC 1.62% Reduce -1.6% 10,558,431 $6.1B
Susquehanna International Group, LLP 6.29% Add +107.8% 8,417,068 $4.9B
Wells Fargo & Company 0.75% Reduce -13.7% 6,499,473 $3.8B
UBS Group AG 0.63% Add +2.6% 6,119,863 $3.5B
Goldman Sachs Group Inc. 0.42% Reduce -7.0% 5,477,044 $3.2B
Raymond James Financial Inc. 0.73% Add +4.5% 4,083,654 $2.4B
Royal Bank of Canada 0.44% Reduce -11.7% 3,983,344 $2.3B
JPMorgan Chase & Co. 0.15% Add +12.4% 4,064,457 $2.3B
Ameriprise Financial Inc. 0.52% Reduce -5.7% 3,862,677 $2.2B
Northwestern Mutual Wealth Management Co. 1.13% Add +2.9% 3,182,188 $1.8B
Envestnet Asset Management Inc. 0.46% Add +2.1% 3,008,527 $1.7B
PNC Financial Services Group, Inc. 0.99% Reduce -2.0% 2,974,572 $1.7B
Citigroup Inc. 0.99% Add +68.3% 2,696,655 $1.6B
HRT Financial LP 3.70% Add +66.4% 2,564,013 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 2.38% Reduce -18.2% 2,475,000 $1.4B
Cetera Investment Advisers 1.39% Add +1.6% 2,262,665 $1.3B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 69.07% No change 2,200,000 $1.3B
Osaic Holdings, Inc. 1.57% Add +0.2% 1,850,628 $1.1B
Analyst IMS Investment Management Services Ltd. 31.17% Add +1.9% 1,782,808 $1.0B
Commonwealth Equity Services, LLC 1.43% Reduce -10.4% 1,778,951 $1.0B
Jane Street Group, LLC 1.12% Add +17.9% 1,778,846 $1.0B
National Mutual Insurance Federation of Agricultural Cooperatives 7.82% No change 1,759,000 $1.0B
Bank of Montreal 0.36% Add +3.7% 1,484,321 $856.7M
Brevan Howard Capital Management LP 8.82% Add +6636.5% 1,482,035 $855.4M
Cibc World Market Inc. 1.43% Add +73.7% 1,411,039 $814.4M
Alkeon Capital Management LLC 3.47% Reduce -6.8% 1,325,777 $765.2M
US Bancorp \de 0.93% Reduce -3.0% 1,325,658 $765.1M
Fisher Asset Management 0.25% Reduce -3.7% 1,302,412 $751.7M
Hancock Prospecting Pty Ltd 22.15% No change 1,277,709 $737.5M
Cambridge Investment Research Advisors, Inc. 1.89% Reduce -3.7% 1,272,210 $734.3M
HighTower Advisors, LLC 0.73% Reduce -0.8% 1,193,756 $689.1M
Rockefeller Capital Management L.P. 1.16% Reduce -2.1% 1,130,072 $652.3M
Mariner, LLC 0.75% Add +2.9% 1,115,794 $643.9M
Stifel Financial Corp. 0.58% Add +9.0% 1,085,239 $626.5M
Truist Financial Corp. 0.78% Reduce -5.4% 999,907 $577.1M
TD Asset Management Inc 0.45% Reduce -7.4% 962,575 $555.6M
BNP Paribas Financial Markets 0.34% Reduce -8.6% 887,761 $512.4M
Barings LLC 8.38% Reduce -0.7% 900,207 $502.6M
Janney Montgomery Scott LLC 1.22% Add +1.1% 850,685 $491.0M
FMR LLC 0.03% Add +2.6% 829,732 $478.9M
AIA Group Ltd 6.95% Reduce -14.7% 827,892 $477.8M
Kestra Advisory Services, LLC 1.79% Add +21.2% 818,009 $472.1M
SG Americas Securities, LLC 0.52% Add +278.9% 809,697 $467.3M
Artemis Wealth Advisors, LLC 69.60% Add +1.1% 727,869 $460.0M
Cerity Partners LLC 0.65% Add +5.6% 793,351 $458.0M
Howard Capital Management, LLC 7.45% Reduce -2.9% 2,749,966 $455.8M
Barclays PLC 0.16% Reduce -33.8% 788,975 $455.4M
Fiera Capital Corp 1.50% Reduce -0.5% 761,153 $439.3M
MML Investors Services, LLC 1.21% Reduce -16.4% 756,926 $436.9M
Creative Planning 0.28% Add +1.6% 718,318 $414.6M
Equitable Holdings, Inc. 2.66% Add +7.4% 676,464 $413.8M
Susquehanna Advisors Group, Inc. 26.07% No change 673,923 $389.0M
Nissay Asset Management Corp. /Japan 2.02% No change 660,336 $381.1M
Two Sigma Investments, LP 0.33% Add +25.3% 655,424 $378.3M
Meitav Investment House Ltd. 3.99% Reduce -5.9% 629,747 $363.5M
Millennium Management 0.28% Add +3.5% 618,044 $356.7M
Nwi Management LP 21.70% Reduce -6.2% 614,700 $354.8M
Toronto Dominion Bank 0.64% Add +50.2% 572,086 $330.2M
Jones Financial Companies LLLP 0.16% Add +18.6% 573,848 $322.9M
Rafferty Asset Management, LLC 1.29% No change 551,290 $318.2M
Mirae Asset Securities (usa) Inc. 14.17% Reduce -0.2% 519,624 $299.9M
Norinchukin Bank, The 3.49% No change 518,000 $299.0M
Cwm, LLC 0.74% Reduce -4.5% 490,751 $283.3M
Private Advisor Group, LLC 1.29% Reduce -4.7% 476,865 $275.2M
Ieq Capital, LLC 1.20% Reduce -2.9% 449,174 $259.3M
Lido Advisors, LLC 1.03% Add +15.1% 448,675 $259.0M
National Bank of Canada 0.26% Reduce -11.9% 433,674 $250.3M
Jefferies Financial Group Inc. 3.17% Reduce -31.0% 433,345 $250.1M
CBIZ Investment Advisory Services, LLC 8.88% Reduce -0.2% 420,595 $242.8M
AQR Capital Management 0.11% Add +39.7% 415,129 $239.6M
Captrust Financial Advisors 0.42% Add +4.7% 456,659 $237.3M
MAI Capital Management 1.34% Add +0.2% 407,780 $235.4M
Varma Mutual Pension Insurance Co 1.35% New 400,000 $230.9M
NorthRock Partners, LLC 3.63% Add +3.8% 389,838 $225.0M
Baird Financial Group, Inc. 0.35% Reduce -3.4% 384,148 $221.7M
J.Safra Asset Management Corp 11.64% Reduce -4.3% 374,328 $216.1M
Invictus Private Wealth, LLC 12.98% Add +0.9% 363,690 $209.9M
Natixis 0.84% Add +0.6% 359,781 $207.7M
Bell Bank 8.79% Add +1.6% 359,025 $207.2M
Consolidated Investment Group LLC 22.38% Add +15.2% 357,499 $206.3M
Kensington Asset Management, LLC 10.91% Reduce -7.4% 347,330 $200.5M
Mercer Global Advisors Inc. 0.30% Reduce -19.3% 347,140 $200.1M
Steward Partners Investment Advisory, LLC 1.01% Add +7.0% 341,391 $197.0M
Marex Group Ltd 2.03% Add +234.2% 339,289 $195.8M
Peapack Gladstone Financial Corp. 2.40% Reduce -2.1% 324,781 $187.5M
Japan Science & Technology Agency 3.83% Reduce -20.8% 319,081 $184.2M
Franklin Resources Inc. 0.05% Reduce -32.1% 316,036 $182.4M
Allen Investment Management, LLC 2.25% Add +6.5% 315,513 $182.1M
Blair William & Co. 0.51% Add +10.6% 311,016 $179.5M
Cohen Klingenstein LLC 5.77% Reduce -2.9% 308,849 $178.3M
Ritholtz Wealth Management 3.05% Reduce -21.5% 304,400 $175.7M
Bank Julius Baer & Co. Ltd, Zurich 0.51% Reduce -10.8% 290,337 $167.6M
SummitTX Capital, L.P. 5.31% Add +72.1% 288,332 $166.4M
Quantinno Capital Management LP 0.27% Add +37.7% 285,012 $164.5M
Harbour Investments, Inc. 2.48% Add +1.0% 278,216 $160.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 10.43% Reduce -1.9% 275,776 $159.2M
Brookstone Capital Management 1.75% Reduce -46.5% 265,197 $153.1M
Saudi Central Bank 3.22% No change 263,622 $152.2M
PPSC Investment Service Corp 11.98% Reduce -0.6% 263,176 $151.9M
Thrivent Financial for Lutherans 0.30% Add +34.5% 263,028 $151.8M
Stephens Inc. 1.90% Reduce -1.9% 262,925 $151.8M
Johns Hopkins University 10.81% No change 258,537 $149.2M
Steel Grove Capital Advisors, LLC 15.71% Reduce -0.1% 258,015 $148.9M
Allianz SE 1.63% Add +10.7% 254,597 $146.9M
Northern Trust Corp. 0.02% Reduce -0.6% 250,636 $144.7M
HSBC Holdings PLC 0.08% Reduce -10.7% 244,619 $140.9M
GTS Securities LLC 4.98% Add +2070.6% 243,240 $140.4M
Tudor Investment Corporation 0.75% Reduce -59.9% 242,238 $139.8M
Tower Research Capital LLC (TRC) 3.63% Add +2685488.9% 241,703 $139.5M
Merit Financial Group, LLC 1.01% Add +32.1% 234,335 $135.3M
United Capital Financial Advisors, LLC 0.83% Reduce -0.4% 233,511 $134.8M
Stratos Wealth Partners, LTD. 1.50% Reduce -2.0% 226,775 $130.9M
Composition Wealth, LLC 1.78% Reduce -10.6% 224,787 $129.7M
RiverFront Investment Group, LLC 2.00% Add +8.0% 223,759 $129.1M
Beacon Pointe Advisors, LLC 0.67% Add +15.1% 219,044 $126.4M
CIBC Bancorp USA Inc. 0.17% — 217,195 $124.4M
Prime Capital Investment Advisors, LLC 1.36% Add +1.2% 204,402 $118.0M
Steele Capital Management, Inc. 4.82% Reduce -1.9% 201,452 $116.3M
Industrial Alliance Investment Management Inc. 69.45% Add +4.5% 201,271 $116.2M
Integrated Wealth Concepts LLC 0.90% Add +59.9% 196,414 $113.4M
Pinnacle Associates Ltd. 1.46% Add +0.9% 196,375 $113.3M
SBI Securities Co., Ltd. 3.03% Reduce -0.5% 191,694 $110.6M
BlackRock, Inc. 0.00% Add +35.0% 190,637 $110.0M
Div Capital Phoenix Assets Ltd 24.80% Add +65.7% 186,688 $107.8M
Focused Wealth Management, Inc 11.23% Add +3.4% 186,155 $107.4M
Independent Financial Group, LLC 2.39% Reduce -4.2% 184,658 $106.6M
Hollencrest Capital Management 3.94% Reduce -0.1% 183,346 $105.8M
D.A. Davidson & Co. 0.64% Reduce -0.6% 182,913 $105.6M
Sumitomo Mitsui Financial Group, Inc. 2.13% Add +1.8% 181,766 $104.9M
Wealthfront Advisers LLC 0.23% Reduce -2.4% 180,262 $104.0M
Constellation Investments, Inc. 3.43% No change 179,026 $103.3M
Kestra Private Wealth Services, LLC 1.27% Add +5.1% 178,861 $103.2M
Perigon Wealth Management, LLC 1.87% Reduce -0.2% 178,441 $103.0M
VestGen Advisors, LLC 2.88% Add +169.4% 145,290 $102.8M
Baltimore-Washington Financial Advisors, Inc. 4.41% Add +1.2% 176,153 $101.7M
J.W. Cole Advisors, Inc. 3.41% Reduce -3.3% 175,087 $101.1M
Walleye Trading LLC 2.07% Add +3.6% 174,453 $100.7M
Cresset Asset Management, LLC 0.43% Add +3.6% 172,934 $99.8M
Parker Investment Management, LLC 15.00% Reduce -1.2% 171,083 $98.7M
Daiwa Securities Group Inc. 0.28% Reduce -32.9% 170,245 $98.3M
Meridian Wealth Management, LLC 3.43% Add +2.8% 167,058 $96.4M
Federation des caisses Desjardins du Quebec 0.34% Add +1.9% 164,068 $94.7M
Advisory Services Network, LLC 1.25% Add +2.3% 162,844 $94.0M
Trilogy Capital Inc. 4.14% Reduce -8.6% 161,145 $93.0M
FIL Ltd 0.07% Reduce -43.4% 160,856 $92.8M
Focus Financial Network, Inc. 3.30% Reduce -4.0% 159,390 $92.0M
Farther Finance Advisors, LLC 0.86% Add +2.1% 156,104 $91.2M
Rising Stella Capital Pte. Ltd 42.67% Add +0.6% 157,904 $91.1M
Edmond DE Rothschild Holding S.A. 1.31% Reduce -1.5% 157,516 $90.9M
Bouchey Financial Group, Ltd. 6.64% Reduce -5.5% 148,419 $90.6M
Allworth Financial LP 0.36% New 155,158 $89.6M
CSM Advisors, LLC 2.17% Reduce -20.5% 153,111 $88.4M
Clearstead Trust, LLC 14.29% Add +5.0% 151,861 $87.7M
Banque Pictet & Cie SA 1.01% Add +5.5% 151,065 $86.8M
Wescott Financial Advisory Group, LLC 7.60% Add +2.5% 150,149 $86.7M
Pittenger & Anderson Inc. 3.45% Reduce -0.5% 150,052 $86.6M
Taiyo Life Insurance Co. 9.55% Reduce -18.5% 150,000 $86.6M
M&T Bank Corp 0.28% Add +4.6% 149,919 $86.5M
Atria Investments, Inc 0.97% Reduce -1.2% 149,884 $86.5M
Fifth Third Bancorp 0.16% Add +530.7% 149,629 $86.4M
Independent Advisor Alliance 0.92% Add +1887.6% 149,170 $86.1M
Gotham Asset Management 0.26% Add +42.9% 148,103 $85.5M
Frank, Rimerman Advisors LLC 5.57% Reduce -0.5% 147,254 $85.0M
SteelPeak Wealth, LLC 2.64% Reduce -9.0% 146,100 $84.3M
Belpointe Asset Management LLC 3.05% Add +5.8% 144,664 $83.5M
Yarbrough Capital, LLC 2.92% No change 144,498 $83.4M
Brown Advisory Inc. 0.14% Add +1.7% 144,306 $83.3M
Clear Street Group Inc. 0.46% Add +1.1% 142,848 $82.4M
Pine Ridge Advisers LLC 5.85% Add +0.1% 142,803 $82.4M
Level Four Advisory Services, LLC 2.69% Add +17.4% 141,968 $81.9M
Concurrent Investment Advisors, LLC 0.89% Reduce -25.5% 141,451 $81.6M
EP Wealth Advisors, LLC 0.40% Add +8.3% 140,627 $81.2M
Prospera Financial Services Inc 1.30% Reduce -9.2% 139,784 $80.8M
Arrow Financial Corp 8.09% Add +0.0% 139,402 $80.5M
Nisa Investment Advisors, LLC 0.30% New 138,540 $80.0M
Oppenheimer & Co. Inc. 0.95% New 135,725 $78.3M
Nan Shan Life Insurance Co., Ltd. 2.83% New 135,377 $78.1M
Walleye Capital LLC 0.52% Add +30.3% 134,730 $77.8M
Bokf, NA 1.18% Add +3.3% 133,798 $77.2M
Anchor Capital Management Group Inc 53.19% Reduce -25.8% 132,500 $76.5M
Csenge Advisory Group 3.48% Add +0.8% 131,719 $76.0M
Western Wealth Management, LLC 2.89% Add +1.2% 131,472 $75.9M
&partners 0.37% Reduce -2.2% 131,171 $75.8M
Venture Visionary Partners LLC 2.51% Reduce -11.9% 130,363 $75.2M
Silicon Valley Capital Partners 7.33% Reduce -0.7% 129,646 $74.8M
Arax Advisory Partners 2.11% Add +26.9% 129,319 $74.7M
Winthrop Advisory Group LLC 6.10% Reduce -0.2% 129,357 $74.7M
Consolidated Portfolio Review Corp 6.80% Add +0.1% 129,146 $74.5M
Old Mission Capital LLC 1.77% Add +56.4% 129,058 $74.5M
T. Rowe Price Associates Inc. 0.01% Add +4264.2% 128,176 $74.0M
Modern Wealth Management, LLC 1.27% Reduce -33.1% 126,602 $74.0M
American Financial Advisors, LLC 9.85% Reduce -1.4% 127,911 $73.8M
Prosperity Consulting Group, LLC 3.24% Add +0.6% 126,020 $72.7M
IHT Wealth Management, LLC 1.69% Reduce -10.7% 125,984 $72.7M
Wealthspire Advisors, LLC 0.57% Reduce -6.0% 125,640 $72.5M
Intellus Advisors LLC 9.86% Add +0.2% 125,077 $72.2M
Sand Hill Global Advisors, LLC 2.42% Add +3.5% 124,414 $71.8M
AXS Investments LLC 28.94% Add +0.8% 124,179 $71.7M
Diversify Wealth Management, LLC 1.27% Add +526.1% 107,892 $71.4M
Johnson Investment Counsel Inc. 0.58% Add +3.5% 123,384 $71.2M
Summit Financial, LLC 0.90% Add +11.3% 122,925 $71.0M
Capital Wealth Planning, LLC 0.39% Add +1482.7% 122,186 $70.5M
Wedbush Securities Inc. 2.04% Reduce -0.4% 120,891 $69.8M
Sowell Financial Services LLC 2.58% Add +1.9% 120,693 $69.7M
King Wealth Management Group 8.68% Reduce -0.1% 120,210 $69.4M
CreativeOne Wealth, LLC 1.61% Reduce -11.5% 119,934 $69.2M
Foundations Investment Advisors, LLC 0.85% Reduce -18.9% 119,311 $68.9M
Mirae Asset Global Investments Co., Ltd. 0.20% Add +35.1% 118,912 $68.6M
Intergy Private Wealth, LLC 20.11% Add +3.3% 118,791 $68.6M
GenTrust, LLC 2.86% Add +8.3% 115,900 $66.9M
Alliancebernstein L.P. 0.02% Add +8.1% 108,592 $66.7M
Impact Partnership Wealth, LLC 8.17% Add +60.8% 114,592 $66.1M
SWF LLC 5.74% Add +8.6% 114,000 $65.8M
Fifth Third Securities, Inc. 4.25% Add +1.8% 113,784 $65.7M
Presidio Capital Management, LLC 18.76% Add +3.3% 111,866 $64.6M
OVERSEA-CHINESE BANKING Corp Ltd 1.90% Reduce -11.1% 111,868 $64.5M
Waverly Advisors, LLC 0.48% Add +2.7% 111,706 $64.5M
Rollins Financial Advisors, LLC 10.16% Reduce -6.1% 111,312 $64.2M
Activest Wealth Management 11.18% Add +2.4% 110,219 $63.6M
Kingsview Wealth Management, LLC 0.86% Add +4.5% 109,102 $63.0M
Citizens Financial Group Inc. 0.88% Reduce -8.5% 108,943 $62.9M
HighPoint Advisor Group LLC 2.63% Reduce -14.5% 108,810 $62.8M
Balyasny Asset Management L.P. 0.13% Reduce -47.6% 108,670 $62.7M
Golden Reserve Retirement LLC 12.88% Reduce -4.7% 108,160 $62.4M
Marshall Wace, LLP 0.07% Add +205.6% 107,521 $62.1M
Sun Life Financial Inc. 3.52% Reduce -10.4% 107,443 $62.0M
Sagespring Wealth Partners, LLC 1.12% Add +4.3% 106,688 $61.6M
DV Trading LLC 5.59% Add +53.1% 106,650 $61.6M
Sequoia Financial Advisors, LLC 0.34% Reduce -2.9% 106,014 $61.2M
Serenus Wealth Advisors, LLC 12.18% Add +5.0% 114,412 $61.1M
Sigma Planning Corp 1.69% Reduce -13.6% 105,629 $61.0M
Mackenzie Financial Corp. 0.07% Reduce -1.0% 105,120 $60.7M
Falcon Wealth Planning 4.11% Add +4.2% 104,439 $60.3M
Principal Financial Group Inc. 0.03% Reduce -2.4% 104,237 $60.2M
Commerce Bank 0.29% Add +92.8% 103,986 $60.0M
Cavalier Investments, LLC 15.33% Add +259.0% 103,144 $59.5M
Scotia Capital Inc. 0.24% Reduce -13.3% 102,210 $59.0M
Beacon Capital Management, Inc. 3.31% Reduce -53.3% 101,860 $58.8M
Northwest & Ethical Investments L.P. 1.36% No change 101,500 $58.6M
Embree Financial Group 6.88% Reduce -6.5% 101,253 $58.4M
Baker Avenue Asset Management, LP 1.32% Add +0.7% 100,738 $58.1M
Greenup Street Wealth Management LLC 8.18% Reduce -6.2% 100,625 $58.1M
Bank of New York Mellon Corp 0.01% Reduce -1.3% 100,542 $58.0M
Fusion Family Wealth, LLC 4.28% Reduce -0.3% 99,315 $57.3M
Essex Financial Services, Inc. 3.21% Reduce -0.0% 99,109 $57.2M
Beacon Capital Management, LLC 10.07% Reduce -12.3% 98,877 $57.1M
Dakota Wealth Management 1.23% Add +4.4% 98,402 $56.8M
Nicholas Hoffman & Company, LLC. 1.31% Add +1.2% 98,228 $56.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.39% Add +25.9% 99,001 $56.2M
HB Wealth Management, LLC 0.36% Add +0.3% 97,210 $56.1M
Alvarez & Marsal Private Wealth Partners, LLC 7.83% No change 96,666 $55.8M
Apollon Wealth Management, LLC 0.91% Add +5.2% 96,607 $55.8M
Berkshire Money Management, Inc. 5.70% Reduce -26.7% 96,501 $55.7M
Ascent Wealth Partners, LLC 6.47% Add +2.6% 96,493 $55.7M
Wealthcare Advisory Partners LLC 1.08% Reduce -0.2% 96,458 $55.7M
CoreCap Advisors, LLC 1.89% Reduce -9.6% 96,254 $55.6M
Pacific Capital Wealth Advisors, Inc. 9.28% Add +33.8% 95,698 $55.2M
IFP Advisors, Inc 1.13% Reduce -1.8% 94,747 $54.7M
AdvisorShares Investments LLC 9.91% Add +0.9% 94,181 $54.4M
Smithfield Trust Co 2.37% Add +4.6% 94,028 $54.3M
Fortune 45 LLC 26.30% Add +6.5% 93,583 $54.0M
Portfolio Strategies, Inc. 6.59% Reduce -1.5% 92,546 $53.4M
B & T Capital Management DBA Alpha Capital Management 7.68% Add +0.1% 91,810 $53.0M
Great Valley Advisor Group, Inc. 0.96% Add +34.3% 91,796 $53.0M
Point72 Asset Management 0.10% Add +14.9% 91,660 $52.9M
TD Waterhouse Canada Inc. 0.16% Add +15.9% 89,536 $52.5M
World Investment Advisors 0.85% Reduce -0.5% 90,781 $52.4M
Corient Private Wealth LP 0.07% New 89,858 $52.0M
Integrity Alliance, Llc. 1.98% Reduce -16.0% 89,920 $51.9M
Financial Solutions Advisory Group, Inc. 7.11% — 89,125 $51.4M
Jacobi Capital Management LLC 2.86% Add +2.9% 88,767 $51.2M
AMG National Trust Bank 1.11% Add +3.3% 88,496 $51.1M
Arkadios Wealth Advisors 0.84% Add +10.5% 88,372 $51.0M
CJM Wealth Advisers, Ltd. 15.52% Add +1.4% 88,301 $51.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 10.06% Reduce -3.0% 88,147 $50.9M
Moment Partners, LLC 9.05% Reduce -0.2% 87,855 $50.7M
Ensign Peak Advisors, Inc 0.09% Reduce -30.6% 87,369 $50.4M
Affinity Wealth Management LLC 7.60% Reduce -0.0% 87,037 $50.2M
Pacific Center for Financial Services 12.72% Reduce -8.1% 86,913 $50.2M
Greenwood Gearhart LLC 2.71% Add +3.8% 86,697 $50.0M
Pathstone Holdings, LLC 0.20% Reduce -0.1% 86,593 $50.0M
Vestmark Advisory Solutions, Inc. 0.55% Add +924.7% 86,257 $49.8M
Vision Retirement, LLC 14.13% Add +0.5% 86,038 $49.7M
U.S. Capital Wealth Advisors, LLC 1.24% Add +32.8% 85,383 $49.3M
Citadel Advisors 0.04% Reduce -75.9% 84,364 $48.7M
Kingswood Wealth Advisors, LLC 2.29% Add +12.0% 83,624 $48.3M
Parcion Private Wealth LLC 2.98% Reduce -4.3% 83,410 $48.1M
PSI Advisors, LLC 11.62% Reduce -7.2% 83,261 $48.1M
RIA Advisory Group LLC 11.63% Add +10.3% 82,381 $47.5M
Trifecta Capital Advisors, LLC 7.34% Reduce -0.3% 82,192 $47.4M
Evensky & Katz LLC 2.68% Reduce -2.4% 81,665 $47.1M
Life Line Wealth Management LLC 20.99% Add +2.9% 81,425 $47.0M
Socha Financial Group, LLC 23.57% Add +0.8% 80,508 $46.5M
Smith Chas P & Associates Pa Cpas 2.52% Reduce -1.8% 80,390 $46.4M
Round Rock Advisors LLC 7.07% Reduce -1.3% 80,064 $46.2M
Oxler Private Wealth LLC 14.33% Reduce -0.2% 79,310 $45.8M
NTV Asset Management LLC 4.98% Reduce -5.1% 78,489 $45.3M
FORM Wealth Advisors, LLC 5.28% Add +2.2% 78,147 $45.1M
Mutual Advisors, LLC 0.97% Add +13.7% 78,030 $45.0M
Aragon Global Management, LP 31.41% No change 77,995 $45.0M
Main Management LLC 3.26% Reduce -34.1% 77,497 $44.7M
Kirkwood Financial Services 15.82% Add +4.2% 77,312 $44.6M
TCP Asset Management, LLC 5.71% Add +35.0% 76,987 $44.4M
Client First Capital LLC 19.51% Add +0.8% 76,863 $44.4M
Tanglewood Wealth Management, Inc. 3.66% Add +6.1% 76,477 $44.1M
McMillan Office, Inc. 5.65% Reduce -0.0% 76,450 $44.1M
Allianz Asset Management GmbH 0.05% Add +61.9% 76,016 $43.9M
Segment Wealth Management, LLC 2.57% Reduce -2.1% 75,837 $43.8M
Harel Insurance Investments & Financial Services Ltd. 0.30% Add +9.5% 75,513 $43.6M
Richmond Brothers, Inc. 28.98% Reduce -1.0% 75,408 $43.5M
Massar Capital Management, LP 8.69% Add +1332.1% 75,385 $43.5M
CIBC Asset Management Inc 0.11% Reduce -12.9% 75,183 $43.4M
Cooper Financial Group 4.37% Add +4.0% 74,968 $43.3M
Ameritas Advisory Services, LLC 1.68% Reduce -24.3% 74,676 $43.1M
Pinnacle Financial Partners, Inc. 0.33% Reduce -0.4% 74,574 $43.1M
Kozak & Associates, Inc. 8.37% Reduce -0.0% 69,535 $42.9M
AE Wealth Management LLC 0.23% Reduce -5.0% 73,972 $42.7M
Jaffetilchin Investment Partners, LLC 2.52% Add +0.7% 73,275 $42.3M
NewEdge Advisors, LLC 0.15% Reduce -88.8% 72,976 $42.1M
Cantor Fitzgerald Investment Advisors L.P. 3.11% Reduce -2.3% 72,964 $42.1M
Halter Ferguson Financial Inc. 9.29% Reduce -3.3% 72,786 $42.0M
TD Private Client Wealth LLC 0.87% Add +2.7% 72,338 $41.8M
Mine & Arao Wealth Creation & Management, LLC. 17.37% Reduce -3.3% 71,729 $41.4M
Regions Financial Corp. 0.27% Add +6.9% 71,662 $41.4M
Safeguard Investment Advisory Group, LLC 11.33% Reduce -7.1% 71,039 $41.0M
Arkansas Financial Group, Inc. 5.70% Add +2.0% 67,444 $40.9M
Tidal Investments LLC 0.13% Add +8.4% 69,621 $40.2M
PFG Advisors 1.95% Add +0.3% 69,419 $40.1M
Richmond Investment Services, LLC 6.46% Add +3.1% 69,268 $40.0M
One Capital Management, LLC 1.10% Add +1.2% 69,274 $40.0M
Virtus Wealth Solutions LLC 7.57% Reduce -22.7% 68,870 $39.8M
Goldstone Financial Group, LLC 4.30% Add +6.1% 68,728 $39.7M
Bailard, Inc. 0.91% Reduce -68.9% 68,691 $39.6M
Akuna Securities LLC 19.80% New 68,329 $39.4M
Y.D. More Investments Ltd 1.53% Reduce -34.2% 67,694 $39.0M
FF Advisors,LLC 15.80% Add +1.2% 59,875 $39.0M
Private Advisory Group LLC 2.70% Reduce -3.8% 67,348 $38.9M
Peak Planning Group, LLC 10.74% Add +6.3% 67,158 $38.8M
Aft, Forsyth & Sober, LLC 11.82% No change 67,125 $38.7M
Bawa N Mallick Trust 15.76% Reduce -1.5% 66,668 $38.5M
Betterment LLC 0.07% Reduce -3.6% 66,639 $38.5M
Sanders Morris Harris LLC 6.20% Add +10.9% 66,421 $38.3M
Pinnacle Wealth Management Advisory Group, LLC 2.59% Add +1.5% 65,744 $37.9M
Klingenstein Fields & Co. LP 1.49% Reduce -2.6% 65,631 $37.9M
Lodestar Private Asset Management LLC 3.73% Reduce -1.0% 65,527 $37.8M
Madrona Financial Services, LLC 8.25% Reduce -10.5% 65,335 $37.7M
Whittier Trust Co. of Nevada Inc. 0.77% Reduce -0.2% 63,721 $37.5M
Thryve Wealth Management LLC 24.99% Reduce -1.7% 64,833 $37.4M
Mesirow Financial Investment Management, Inc. 0.60% Add +118.9% 64,706 $37.4M
IFG Advisors, LLC 6.11% Reduce -0.1% 64,660 $37.3M
Gratus Wealth Advisors, LLC 5.35% Reduce -6.1% 64,114 $37.0M
Altus Wealth Management, LLC 16.41% Reduce -0.7% 63,964 $36.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.97% Reduce -0.7% 63,883 $36.9M
QVT Financial LP 2.93% Add +48.3% 63,495 $36.6M
Bank Hapoalim BM 5.99% Reduce -48.9% 63,420 $36.6M
International Assets Investment Management, LLC 2.53% Add +2.8% 62,394 $36.5M
ING Groep NV 0.22% No change 62,369 $36.0M
Chokshi & Queen Wealth Advisors, Inc 19.23% Add +1.3% 62,366 $36.0M
RFG Holdings, Inc. 9.02% Reduce -26.0% 62,053 $35.8M
Fortis Capital Advisors, LLC 4.68% Add +1.5% 61,868 $35.7M
Dynamic Advisor Solutions LLC 1.12% Reduce -7.2% 61,706 $35.6M
Georgetown University 16.12% Add +0.1% 61,696 $35.6M
Certified Advisory Corp 3.19% Add +1.7% 61,687 $35.6M
Pine Valley Investments Ltd Liability Co 1.72% Add +25.3% 61,365 $35.4M
Pilgrim Partners Asia Pte Ltd 14.90% Reduce -7.5% 61,200 $35.3M
Kennicott Capital Management LLC 19.27% Reduce -0.6% 61,118 $35.3M
Carnegie Mellon University 54.82% No change 61,106 $35.3M
First Heartland Consultants, Inc. 2.69% Reduce -17.8% 60,777 $35.1M
Bleakley Financial Group, LLC 0.55% Reduce -27.5% 60,737 $35.1M
Pentwater Capital Management LP 0.25% New 60,000 $34.6M
Summit Securities Group LLC 16.82% Add +5990700.0% 59,908 $34.6M
Defiance ETFs, LLC 0.50% New 59,830 $34.5M
Texas Yale Capital Corp. 0.98% Add +0.6% 59,807 $34.5M
Nwam LLC 1.98% Reduce -8.8% 59,489 $34.3M
Circle Wealth Management, LLC 0.49% Add +2.0% 59,281 $34.2M
Redwood Investment Management, LLC 4.24% Add +10.9% 59,179 $34.2M
KCM Investment Advisors LLC 1.14% Add +0.7% 59,124 $34.1M
Geneos Wealth Management Inc. 0.79% Reduce -14.5% 58,980 $34.0M
Connecticut Wealth Management, LLC 1.42% Add +1.8% 58,863 $34.0M
Benjamin Edwards Inc. 0.34% Add +4.3% 58,770 $33.9M
Blue Zone Wealth Advisors, LLC 6.88% Add +19.5% 58,570 $33.8M
Valence8 US LP 11.79% Reduce -15.0% 58,448 $33.7M
Bessemer Group Inc. 0.05% Add +8.1% 58,285 $33.6M
Savant Capital, LLC 0.16% Add +2.0% 58,258 $33.6M
Roundview Capital LLC 2.08% Add +1.2% 57,819 $33.4M
Choreo, LLC 0.41% Add +8.1% 57,460 $33.2M
Old National Bancorp 0.55% Add +862.5% 57,268 $33.1M
Northern Capital Management, Inc. 16.57% Add +0.2% 57,252 $33.0M
Snowden Capital Advisors LLC 0.88% Add +5.0% 57,163 $33.0M
Harvest Investment Advisors, LLC 18.35% Add +2.0% 57,144 $33.0M
Royal Fund Management, LLC 3.15% Add +1.5% 56,848 $32.9M
Neuberger Berman Group LLC 0.03% Add +4.5% 56,914 $32.8M
Larson Financial Group LLC 1.05% Reduce -24.1% 56,891 $32.8M
Aptus Capital Advisors, LLC 0.27% Reduce -67.6% 56,616 $32.7M
Calton & Associates, Inc. 4.68% Reduce -5.0% 56,430 $32.6M
OneDigital Investment Advisors LLC 0.32% Add +3.4% 56,269 $32.5M
iA Global Asset Management Inc. 0.46% Reduce -32.9% 56,006 $32.3M
Moneta Group Investment Advisors LLC 0.24% Add +10.6% 55,406 $32.0M
Callan Family Office, LLC 0.73% Add +2.2% 55,400 $32.0M
DHJJ Financial Advisors, Ltd. 10.59% Reduce -0.7% 55,355 $31.9M
Clearstead Advisors, LLC 0.29% Add +153.1% 55,187 $31.9M
Newbrook Capital Advisors LP 5.92% New 55,160 $31.8M
StoneX Group Inc. 1.71% Add +60.7% 55,128 $31.8M
Regal Investment Advisors LLC 1.83% Reduce -1.2% 54,916 $31.7M
Transamerica Financial Advisors, LLC 2.69% Reduce -10.3% 54,744 $31.6M
Clarity Wealth Advisors, LLC 6.48% Add +0.3% 54,558 $31.5M
Greenwich Wealth Management LLC 1.28% Reduce -2.0% 54,532 $31.5M
AJ Advisors, LLC 11.67% Add +4.0% 54,509 $31.5M
Avestar Capital, LLC 2.15% Add +12.2% 54,498 $31.5M
Canal Capital Management, LLC 4.24% Add +347.2% 54,306 $31.3M
Obermeyer Wealth Partners 1.44% Add +18.4% 54,214 $31.3M
AtlasMark Financial, Inc 20.21% No change 50,930 $31.3M
HBW Advisory Services LLC 3.27% Reduce -4.9% 53,779 $31.0M
Silverleafe Capital Partners, LLC 9.33% Reduce -0.4% 53,669 $31.0M
Financiere des Professionnels - Fonds d'investissement inc. 1.80% Reduce -24.7% 53,250 $30.7M
Steelhead Wealth Management LLC 15.49% — 52,923 $30.5M
Nations Financial Group Inc, /Ia/ 1.57% Add +1.0% 52,814 $30.5M
Commonwealth Financial Services, LLC 4.82% Reduce -4.7% 52,760 $30.5M
Itau Unibanco Holding S.A. 0.73% Add +1649.0% 52,645 $30.4M
Sovereign Investment Advisors, LLC 6.40% Add +4.1% 52,366 $30.2M
Investment Advisory Services Inc. /TX 9.57% Reduce -2.0% 52,157 $30.1M
Exchange Traded Concepts, LLC 0.23% Add +121055.8% 52,097 $30.1M
Wilmar Advisors LLC 25.95% Reduce -11.9% 52,000 $30.0M
Wealthspire Retirement, LLC 1.80% Add +2.3% 51,995 $30.0M
Financial Life Planners 22.99% Reduce -0.3% 51,962 $30.0M
Pps&v Asset Management Consultants, Inc. 18.24% Reduce -1.5% 51,756 $29.9M
Pinkerton Wealth, LLC 2.72% Add +8.4% 48,628 $29.9M
O'shaughnessy Asset Management, LLC 0.15% Add +54.0% 51,683 $29.8M
Kiley Juergens Wealth Management, LLC 5.27% Reduce -0.7% 51,584 $29.8M
Seal Cove Capital, LLC 25.98% No change 51,363 $29.6M
Wilmington Savings Fund Society, FSB 0.71% Reduce -2.6% 51,312 $29.6M
Braeburn Wealth Management LLC 16.79% Reduce -6.1% 50,894 $29.4M
Onyx Bridge Wealth Group LLC 3.16% Reduce -0.1% 50,887 $29.4M
Scott Capital Advisors, LLC 5.95% Add +4.1% 48,005 $29.3M
Humankind Investments LLC 16.71% Reduce -41.4% 50,700 $29.3M
Fairfield Financial Advisors, LTD 10.05% Add +1.1% 50,302 $29.0M
Kovack Advisors, Inc. 1.56% Reduce -9.3% 49,860 $29.0M
Centaurus Financial, Inc. 1.37% Reduce -3.8% 50,059 $28.9M
Balance Wealth Partners LLC 8.96% Add +9.0% 49,973 $28.8M
Insigneo Advisory Services, LLC 2.05% Reduce -9.4% 49,920 $28.8M
Harfst & Associates, Inc. 5.13% Reduce -2.8% 49,811 $28.7M
Jmac Enterprises LLC 5.49% Add +0.3% 49,693 $28.7M
Kwmg, LLC 2.39% Add +1.4% 49,618 $28.6M
M Holdings Securities, Inc. 1.92% New 43,239 $28.4M
Financial Engines Advisors L.L.C. 0.06% Reduce -7.9% 49,264 $28.4M
PKS Advisory Services, LLC 6.60% Add +3.7% 49,186 $28.4M
Amplius Wealth Advisors, LLC 2.36% Add +8.9% 49,071 $28.3M
Cerro Pacific Wealth Advisors LLC 7.43% Add +5.2% 49,061 $28.3M
MBE Wealth Management, LLC 11.75% Add +0.9% 49,015 $28.3M
Parallel Advisors, LLC 0.51% Reduce -1.9% 48,999 $28.3M
Conservest Capital Advisors, Inc. 2.56% Add +2.1% 48,837 $28.2M
Cercano Management LLC 1.21% No change 48,739 $28.1M
Wealth Group Ltd 6.40% Add +1.7% 48,701 $28.1M
Banta Asset Management LP 28.24% Reduce -0.2% 48,671 $28.1M
Axxcess Wealth Management, LLC 0.90% Reduce -7.8% 48,641 $28.1M
Coyle Financial Counsel LLC 5.92% Add +5.5% 48,506 $28.0M
Amundi 0.01% Add +3.9% 48,422 $27.9M
CCG Wealth Management, LLC 7.57% Add +169.1% 48,406 $27.9M
Orion Porfolio Solutions, LLC 0.24% Reduce -60.3% 48,185 $27.8M
BostonPremier Wealth LLC 14.31% Add +2.7% 47,981 $27.7M
GC Wealth Management RIA, LLC 1.15% Add +19.3% 47,935 $27.7M
Integrated Advisors Network LLC 1.45% Reduce -15.7% 47,919 $27.7M
Horizon Wealth Management, LLC 3.99% Reduce -34.4% 47,188 $27.2M
SCS Capital Management LLC 0.29% Reduce -7.7% 47,116 $27.2M
Thoroughbred Financial Services, LLC 1.62% Reduce -0.1% 46,911 $27.1M
Ameritas Investment Partners, Inc. 0.83% Add +30.8% 46,802 $27.0M
Principal Securities, Inc. 0.40% Add +5.0% 46,772 $27.0M
Glenmede Trust Co. NA 0.13% Add +6.6% 46,742 $27.0M
Triton Wealth Management, PLLC 10.00% Add +9.6% 45,929 $27.0M
Chicago Partners Investment Group LLC 0.60% Add +2.7% 41,090 $26.9M
Darrow Company, Inc. 12.11% Add +1.0% 46,717 $26.9M
Sanchez Wealth Management Group 5.80% Reduce -0.7% 46,478 $26.8M
Ausdal Financial Partners, Inc. 1.20% Reduce -19.2% 46,392 $26.8M
Hudock, Inc. 3.93% Add +0.4% 46,287 $26.7M
Fortis Group Advisors, LLC 4.41% Reduce -9.7% 39,997 $26.7M
Diesslin Group, Inc. 12.03% Reduce -0.5% 46,232 $26.7M
Tucker Asset Management LLC 7.95% Reduce -31.5% 46,066 $26.6M
Beacon Financial Planning, Inc. 10.27% Add +19.5% 45,953 $26.5M
Flputnam Investment Management Co. 0.39% Reduce -1.2% 45,890 $26.5M
Louisiana State Employees Retirement System 0.46% Add +68.4% 45,800 $26.4M
Archer Investment Corp 5.63% Add +0.6% 45,754 $26.4M
Sachetta, LLC 14.27% Add +3.2% 45,587 $26.3M
Fairway Wealth LLC 6.91% Add +1.1% 45,362 $26.2M
Equitable Trust Co. 1.21% Add +14.3% 45,318 $26.2M
Apella Capital, LLC 0.39% Add +12.8% 40,291 $26.1M
Evolution Wealth Advisors, LLC 2.66% Add +0.8% 45,157 $26.1M
Burns J W & Co. Inc. 2.98% Reduce -1.9% 45,080 $26.0M
WealthCare Investment Partners, LLC 7.21% Reduce -0.7% 44,234 $26.0M
Banco Santander, S.A. 0.21% Reduce -14.7% 44,983 $26.0M
Natixis Advisors, LLC 0.04% Add +29.6% 44,886 $25.9M
Ellis Investment Partners, LLC 4.49% Reduce -1.8% 44,761 $25.8M
Park Avenue Securities LLC 0.20% Add +1.5% 44,610 $25.7M
Balanced Wealth Group LLC 9.21% Reduce -5.6% 44,576 $25.7M
New Perspectives, Inc 8.89% Reduce -1.4% 44,498 $25.7M
Bridgewater Advisors Inc. 1.52% Reduce -20.1% 35,708 $25.5M
Capital Advisors Wealth Management, LLC 3.42% Reduce -5.6% 44,164 $25.5M
Crestwood Advisors Group, LLC 0.43% Reduce -1.9% 43,946 $25.4M
JT Stratford LLC 3.22% Add +9.5% 43,658 $25.2M
Foster Victor Wealth Advisors, LLC 1.44% Reduce -45.8% 39,977 $25.1M
Envision Financial Transparency, LLC 24.36% — 43,438 $25.1M
Schonfeld Strategic Advisors LLC 0.21% Add +92.7% 43,405 $25.1M
American Trust 2.20% Reduce -10.9% 43,206 $24.9M
MidFirst Bank 2.06% Add +5.8% 43,156 $24.9M
CRA Financial Services, LLC 3.22% Add +0.7% 43,016 $24.8M
Ally Financial Inc. 3.09% New 43,000 $24.8M
KilterHowling LLC 12.48% Reduce -0.1% 42,868 $24.7M
Valeo Financial Advisors, LLC 0.59% Reduce -18.0% 42,807 $24.7M
Prudent Investors Network, Inc. 5.36% Add +2.8% 42,640 $24.6M
Shulman DeMeo Asset Management LLC 5.22% Reduce -1.7% 42,599 $24.6M
Warwick Investment Management, Inc. 3.55% Reduce -0.4% 42,464 $24.5M
Brighton Jones LLC 0.54% New 42,446 $24.5M
Cynosure Group, LLC 3.06% Add +224.6% 42,413 $24.5M
Robertson Stephens Wealth Management, LLC 0.68% Add +2.3% 42,186 $24.3M
TruWealth Advisors, LLC 1.17% Add +0.6% 42,058 $24.3M
Kintra Wealth, LLC 1.71% Add +2927.4% 41,809 $24.1M
Eagle Global Advisors LLC 0.87% Reduce -4.0% 41,675 $24.1M
Cornerstone Wealth Management, LLC 1.20% Add +1.4% 41,583 $24.0M
Spinnaker Trust 1.32% Add +1.2% 41,421 $23.9M
Freestone Capital Holdings, LLC 0.73% Add +6.7% 41,267 $23.8M
Clear Creek Financial Management, LLC 1.82% Reduce -16.2% 41,106 $23.7M
Nuveen, LLC 0.01% Add +0.5% 41,200 $23.7M
RFG Advisory, LLC 0.43% Reduce -14.4% 40,994 $23.7M
First National Bank of Omaha 0.73% Add +0.1% 41,930 $23.6M
LifeSteps Financial, Inc. 14.92% Add +2.6% 40,747 $23.5M
Magnolia Capital Management Ltd. 15.78% Add +9.4% 40,563 $23.4M
Resolute Advisors LLC 9.63% Reduce -20.8% 40,329 $23.3M
Asset Management Group, Inc. 3.76% Add +0.0% 40,301 $23.3M
Oppenheimer Asset Management Inc. 0.26% New 39,982 $23.1M
Mgo One Seven LLC 0.46% Reduce -4.5% 39,965 $23.1M
Cedar Mountain Advisors, LLC 4.51% Reduce -1.4% 39,951 $23.1M
Institute for Wealth Management, LLC. 2.47% Add +49.9% 39,873 $23.0M
Foster Group, Inc. 0.68% Reduce -7.8% 39,765 $23.0M
Generali Investments CEE, investicni spolecnost, a.s. 1.20% Add +0.9% 39,748 $22.9M
Asset One Wealth Management LLC 2.54% Reduce -17.3% 35,602 $22.9M
Capital Management Associates, Inc 5.18% Add +0.2% 39,668 $22.9M
Vontobel Holding Ltd. 0.08% Add +0.5% 39,502 $22.8M
Family Capital Management, Inc. 10.08% Add +6.6% 39,287 $22.7M
Ashton Thomas Private Wealth, LLC 0.54% Reduce -3.5% 39,218 $22.6M
Bar Harbor Wealth Management 1.32% Add +7.6% 39,161 $22.6M
Washburn Capital Management, Inc. 13.11% Reduce -2.2% 39,089 $22.6M
PFG Investments, LLC 1.05% Add +4.2% 38,993 $22.5M
Wedmont Private Capital 0.72% Add +40.4% 36,981 $22.4M
Peterson Wealth Management 12.94% Add +0.7% 38,680 $22.3M
Cassaday & Co Wealth Management LLC 0.47% Reduce -0.8% 38,552 $22.3M
Sunbelt Securities, Inc. 1.40% Add +0.5% 38,321 $22.1M
Steinberganna Wealth Management 10.61% Add +4.4% 38,285 $22.1M
SAM Advisors, LLC 6.92% Add +0.9% 38,267 $22.1M
Parisi Gray Wealth Management 5.25% Reduce -8.6% 38,191 $22.0M
Retirement Planning Group, LLC 0.68% Reduce -8.4% 37,789 $21.8M
Granville Capital, Inc. 11.35% Add +6.7% 37,610 $21.7M
PGIM Custom Harvest LLC 0.34% Reduce -0.8% 37,579 $21.7M
Penobscot Investment Management Company, Inc. 1.69% Reduce -0.8% 37,340 $21.6M
Joel Isaacson & Co., LLC 0.71% Add +3.5% 37,304 $21.5M
Wealth Management Partners, LLC 6.15% Reduce -6.2% 37,302 $21.5M
Pioneer Family Office, LLC 15.19% Add +4.0% 37,158 $21.4M
Crescent Grove Advisors, LLC 2.12% Add +0.8% 37,122 $21.4M
Hilltop Holdings Inc. 1.94% Add +73.2% 37,014 $21.4M
Founders Financial Securities LLC 1.21% Reduce -1.7% 35,004 $21.4M
Green Ridge Wealth Planning LLC 11.21% Add +1.0% 36,893 $21.3M
Platt Investment Counsel, LLC 16.39% Reduce -13.8% 36,877 $21.3M
Antonelli Financial Advisors, LLC 14.69% Reduce -15.1% 36,830 $21.3M
Kelsey Financial, LLC 18.49% Add +15.6% 36,630 $21.1M
Transcend Capital Advisors, LLC 1.68% Reduce -4.9% 36,206 $20.9M
Savvy Advisors, Inc. 0.56% Reduce -1.8% 35,991 $20.8M
Bison Wealth, LLC 2.02% Reduce -4.5% 29,052 $20.8M
Connective Capital Management, LLC 17.06% Add +9.5% 35,795 $20.7M
Sovereign Financial Group, Inc. 3.59% Reduce -0.2% 35,716 $20.6M
Three Bridge Wealth Advisors, LLC 5.66% Add +2.6% 35,696 $20.6M
Mission Wealth Management, LP 0.43% Add +1.8% 35,595 $20.5M
Financial Enhancement Group LLC 2.53% Add +1.6% 31,407 $20.4M
Ballentine Partners, LLC 0.28% Add +20.4% 35,264 $20.4M
TrustBank 7.88% Add +1.7% 35,201 $20.3M
KPP Advisory Services LLC 2.94% Reduce -13.6% 35,066 $20.2M
Eagle Capital Management, LLC 7.98% Add +0.1% 35,057 $20.2M
Schnieders Capital Management, Llc. 3.23% Reduce -0.5% 35,004 $20.2M
Capital Advisors, Ltd. LLC 2.30% Add +5.5% 35,003 $20.2M
Advisors Capital Management, LLC 0.24% Add +68.7% 34,988 $20.2M
Pine Harbor Wealth Management, LLC 6.04% Add +0.0% 34,975 $20.2M
Summit Wealth Partners, LLC 3.17% Add +1.3% 34,730 $20.0M
Certuity, LLC 1.31% Reduce -17.8% 34,725 $20.0M
Truvestments Capital LLC 3.61% Reduce -2.8% 34,638 $20.0M
Tradition Wealth Management, LLC 1.42% Reduce -0.2% 34,600 $20.0M
E&G Advisors, LLC 4.43% Add +10.8% 34,487 $19.9M
Marshall Financial Group, LLC 3.18% Add +27.3% 34,372 $19.8M
Flagship Wealth Advisors, LLC 8.48% Reduce -19.0% 35,760 $19.7M
Garde Capital, Inc. 1.18% Reduce -20.0% 34,131 $19.7M
Dumont & Blake Investment Advisors LLC 4.93% Reduce -3.8% 34,117 $19.7M
CV Advisors LLC 5.35% Reduce -0.9% 33,940 $19.6M
Trinity Wealth Management, LLC 7.19% Reduce -21.7% 33,923 $19.6M
Gouws Capital LLC 10.33% Reduce -0.9% 33,808 $19.5M
Capula Management Ltd 0.17% Reduce -55.9% 33,752 $19.5M
Rye Brook Capital LLC 17.94% Reduce -20.8% 33,700 $19.5M
Little Harbor Advisors, LLC 11.54% Add +13.8% 33,690 $19.4M
Granite Harbor Advisors, Inc. 8.47% Reduce -2.0% 33,616 $19.4M
Assetmark, Inc. 0.04% Add +2.0% 33,568 $19.4M
PW Nova Financial Services LLC 5.27% Add +11.1% 33,535 $19.4M
FFT Wealth Management LLC 3.49% Add +21.1% 33,383 $19.3M
HUB Investment Partners, LLC 0.47% Add +10.4% 33,231 $19.2M
NINE MASTS CAPITAL Ltd 4.24% New 33,106 $19.1M
Evergreen Capital Management LLC 0.41% Reduce -2.9% 33,105 $19.1M
B. Riley Wealth Advisors, Inc. 1.23% Reduce -25.6% 34,207 $19.1M
Avondale Wealth Management 9.37% Add +6.5% 33,031 $19.1M
First United Bank & Trust 6.19% Reduce -6.3% 33,016 $19.1M
WCG Wealth Advisors LLC 0.53% Add +1.0% 32,931 $19.0M
D'Orazio & Associates, Inc. 2.44% Add +4.8% 32,699 $18.9M
Quattro Advisors LLC 16.35% Add +2.4% 32,675 $18.9M
JB Capital LLC 0.76% Add +2.2% 32,563 $18.8M
Albion Financial Group 1.21% Add +4.1% 32,515 $18.8M
Gladstone Institutional Advisory LLC 0.69% Reduce -2.2% 32,422 $18.7M
Momentum Wealth Planning, LLC 17.20% Add +1.8% 32,372 $18.7M
Global Wealth Management Investment Advisory, Inc. 2.92% Reduce -0.4% 32,341 $18.7M
Home Federal Bank of Tennessee 4.64% Add +285.8% 32,153 $18.6M
Red Wave Investments LLC 5.53% Reduce -2.5% 32,080 $18.5M
Syntegra Private Wealth Group, LLC 1.76% Reduce -0.1% 32,067 $18.5M
Cannon Capital Management, Inc. 15.02% Add +7.4% 32,026 $18.5M
LMR Partners LLP 0.22% Reduce -87.5% 32,001 $18.5M
Financial Guidance Group, Inc. 7.38% Add +3.3% 31,797 $18.4M
Destiny Capital Corp 9.75% Reduce -1.7% 31,713 $18.3M
USAdvisors Wealth Management, LLC 6.07% Add +1.6% 32,748 $18.3M
Focus Partners Advisor Solutions, LLC 0.18% Reduce -7.5% 31,591 $18.2M
Koshinski Asset Management, Inc. 1.13% Add +0.8% 31,498 $18.2M
Capstone Investment Advisors, LLC 0.20% Add +1124.3% 31,488 $18.2M
Powell Investment Advisors, LLC 6.26% Reduce -0.3% 31,469 $18.2M
Asset Allocation Strategies LLC 3.22% New 31,432 $18.1M
Chaney Capital Management, Inc. 6.39% Add +3.9% 31,405 $18.1M
Golden State Wealth Management, LLC 1.98% Reduce -5.8% 31,378 $18.1M
Proathlete Wealth Management LLC 5.02% Add +2.2% 31,325 $18.1M
David J Yvars Group 10.10% Reduce -0.4% 31,313 $18.1M
ICG Advisors, LLC 70.54% No change 31,282 $18.1M
Migdal Insurance & Financial Holdings Ltd. 0.16% Reduce -5.7% 31,221 $18.0M
Spire Wealth Management 0.61% Add +4.1% 31,138 $18.0M
CenterStar Asset Management, LLC 17.32% Add +1328.6% 31,100 $17.9M
Keybank National Association 0.07% Reduce -2.4% 31,041 $17.9M
NewEdge Wealth, LLC 0.21% Reduce -9.4% 31,036 $17.9M
ETF Portfolio Partners, Inc. 4.70% Add +3.1% 31,015 $17.9M
Fox Financial, Inc 14.56% Reduce -1.2% 30,915 $17.8M
McIlrath & Eck, LLC 1.34% Add +30.7% 30,891 $17.8M
Kropog Financial Group, LLC 14.48% Reduce -1.0% 30,884 $17.8M
Bensler, LLC 1.84% Add +0.7% 30,871 $17.8M
Mattern Wealth Management LLC 3.47% Reduce -0.9% 30,863 $17.8M
Droms Strauss Advisors Inc. /Mo/ 4.65% Reduce -1.3% 30,845 $17.8M
Whittier Trust Co. 0.20% Add +0.3% 30,102 $17.7M
Main Street Financial Solutions, LLC 1.29% Add +9.5% 30,670 $17.7M
Westside Investment Management, Inc. 2.71% Add +1.6% 30,581 $17.7M
Raelipskie Partnership 7.42% Reduce -0.7% 30,374 $17.5M
Dimension Capital Management LLC 2.46% Reduce -0.3% 30,317 $17.5M
AlphaCore Capital LLC 0.41% Reduce -9.4% 30,254 $17.5M
Gerber Kawasaki Wealth & Investment Management 0.56% Reduce -8.7% 30,205 $17.4M
Intrust Bank NA 1.42% Reduce -0.4% 30,189 $17.4M
Rathbones Group PLC 0.07% Reduce -0.4% 30,101 $17.4M
Bank Pictet & Cie (Europe) AG 0.37% Reduce -20.4% 30,199 $17.4M
Enzi Wealth 6.02% Add +6.6% 30,025 $17.3M
DRW Securities, LLC 0.94% Add +84.2% 29,932 $17.3M
Cornerstone Planning Group LLC 2.30% Reduce -7.7% 25,321 $17.3M
Quattro Financial Advisors LLC 5.22% Reduce -16.5% 29,859 $17.2M
Compound Planning, Inc. 0.53% Add +5.7% 29,854 $17.2M
J Hagan Capital, Inc. 9.30% Add +6.4% 29,849 $17.2M
Vivid Wealth Management, LLC 6.93% Add +0.7% 29,667 $17.1M
Townsend Asset Management Corp. /NC/ 6.19% Add +1.5% 29,660 $17.1M
Smith, Moore & Co. 1.25% Add +2.6% 29,633 $17.1M
VVR Holdings LLC 8.80% Reduce -20.8% 29,524 $17.0M
Lee Financial Co 2.39% Reduce -5.3% 29,356 $16.9M
Crew Capital Management, Ltd 11.25% Reduce -3.5% 29,336 $16.9M
WealthBridge Capital Management, LLC 3.89% Reduce -1.5% 29,296 $16.9M
Lauer Wealth, LLC 13.54% Reduce -4.2% 27,888 $16.9M
Cordoba Advisory Partners LLC 4.66% Reduce -2.7% 29,234 $16.9M
Benin Management CORP 3.79% Add +8.2% 29,193 $16.8M
Tepp RIA, LLC 13.17% Add +11.9% 29,137 $16.8M
BXM Wealth LLC 12.82% Reduce -86.9% 28,844 $16.6M
Garner Asset Management Corp 6.53% Add +1.8% 28,826 $16.6M
DT Investment Partners, LLC 1.38% Reduce -0.9% 28,714 $16.6M
Adaptive Financial Consulting, LLC 6.33% Add +3.6% 28,632 $16.5M
Grandview Asset Management LLC 4.83% Reduce -9.0% 28,432 $16.5M
Atlas Private Wealth Advisors 3.88% Add +6.1% 28,584 $16.5M
Coastline Trust Co 1.63% Reduce -4.0% 28,529 $16.5M
Traction Financial Partners, LLC 10.11% Add +1.9% 28,460 $16.4M
Simmons Bank 1.10% Reduce -0.7% 28,352 $16.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -67.9% 28,305 $16.3M
Sound View Wealth Advisors Group, LLC 1.11% Reduce -0.4% 28,278 $16.3M
Luken Investment Analytics, LLC 6.22% Add +30.3% 28,152 $16.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Add +0.3% 28,152 $16.2M
Merrithew & Thorsten Inc 15.32% New 28,138 $16.2M
Prostatis Group LLC 4.15% Reduce -10.5% 28,104 $16.2M
Private Wealth Partners, LLC 1.24% Reduce -12.6% 27,921 $16.1M
Founders Capital Management 7.87% Reduce -8.5% 27,920 $16.1M
Carbahal Olsen Financial Services Group, LLC 12.87% Reduce -0.7% 27,891 $16.1M
Financial Insights, Inc. 5.22% Add +9.7% 27,889 $16.1M
Acorn Financial Advisory Services Inc. 2.20% Reduce -0.8% 27,774 $16.0M
Fidelis Wealth Advisors LLC 23.29% Add +1.4% 27,703 $16.0M
Signature Estate & Investment Advisors LLC 0.32% Reduce -1.6% 27,703 $16.0M
NFSG Corp 2.63% Add +4.8% 27,685 $16.0M
Sheets Smith Wealth Management 1.80% Reduce -0.3% 27,656 $16.0M
Drucker Wealth 3.0, LLC 2.77% Add +1.6% 27,460 $15.8M
Mather Group, Llc. 0.16% Add +12.1% 27,385 $15.8M
Indivisible Partners 1.40% Add +147.1% 27,382 $15.8M
Procyon Advisors, LLC 0.77% Add +15.0% 27,209 $15.7M
Stratos Wealth Advisors, LLC 0.97% Reduce -40.3% 27,164 $15.7M
SeaCrest Wealth Management, LLC 1.68% Add +1.6% 27,155 $15.7M
EverSource Wealth Advisors, LLC 0.48% Add +0.9% 27,109 $15.6M
Financial Concepts Unlimited, Inc. 14.02% — 27,107 $15.6M
Estate Planners Group, LLC 7.50% Add +4.0% 27,037 $15.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.89% Reduce -5.8% 26,972 $15.6M
Bay Capital Advisors, LLC 9.59% Add +2.8% 26,955 $15.6M
Pettyjohn, Wood & White, Inc. 2.48% Add +5.6% 26,944 $15.6M
Lake Street Private Wealth, LLC 1.98% Reduce -32.4% 26,885 $15.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.06% — 26,694 $15.4M
jvl associates llc 5.16% Reduce -2.7% 26,681 $15.4M
Coldstream Capital Management Inc. 0.19% Add +10.6% 26,653 $15.4M
Pachira Investments Inc. 7.17% Add +6.0% 26,593 $15.3M
Destination Wealth Management 0.40% Add +26.4% 26,563 $15.3M
Capital Investment Advisors, LLC 0.22% Reduce -2.8% 26,450 $15.3M
Davidson Capital Management Inc. 2.76% Reduce -50.6% 26,400 $15.2M
Elevation Point Wealth Partners, LLC 0.36% Add +251.4% 26,324 $15.2M
Wesbanco Bank Inc. 0.42% Add +3.0% 26,256 $15.2M
LJI Wealth Management, LLC 2.42% Add +3.0% 26,231 $15.1M
360 Financial, Inc. 4.56% Reduce -2.1% 26,193 $15.1M
Integral Investment Advisors, Inc. 3.76% Add +3.7% 26,149 $15.1M
Claro Advisors Inc. 1.82% Add +3.5% 26,121 $15.1M
Silvercrest Asset Management Group LLC 0.11% Reduce -8.9% 26,041 $15.0M
Hudson Bay Capital Management LP 0.10% Reduce -0.1% 26,000 $15.0M
Rareview Capital LLC 8.79% Add +6.6% 27,169 $15.0M
Thrive Capital Management, LLC 3.28% Reduce -12.4% 25,948 $15.0M
Tyche Wealth Partners LLC 2.31% Add +30.5% 25,923 $15.0M
Mechanics Bank Trust Department 2.06% Reduce -0.8% 25,833 $14.9M
Lighthouse Wealth Management Inc. 10.12% Add +4.7% 25,806 $14.9M
Tempo Wealth, LLC 2.60% Add +10.2% 25,785 $14.9M
Purpose Unlimited Inc. 0.62% Reduce -78.4% 25,653 $14.8M
Advisortrust Partners, LLC 6.15% Reduce -5.9% 25,630 $14.8M
Cary Street Partners Financial LLC 0.36% Reduce -2.7% 25,527 $14.7M
Spectrum Wealth Advisory Group, LLC 5.46% Reduce -2.4% 25,454 $14.7M
Caliber Wealth Management, LLC / KS 1.61% Reduce -1.7% 25,451 $14.7M
Sigma Investment Counselors Inc. 0.78% Reduce -16.6% 25,445 $14.7M
Vise Technologies, Inc. 0.29% No change 23,834 $14.6M
AlTi Global, Inc. 0.32% Add +7.9% 25,209 $14.6M
Iams Wealth Management, LLC 5.08% Add +3.6% 25,267 $14.6M
Continuum Advisory, LLC 1.40% Reduce -1.2% 25,238 $14.6M
Rwa Wealth Partners, LLC 0.16% Reduce -0.6% 25,223 $14.6M
Integrity Financial Corp 7.24% Reduce -0.5% 25,196 $14.5M
SageGuard Financial Group, LLC 2.24% Add +3.3% 25,136 $14.5M
Flagship Harbor Advisors, LLC 0.64% Reduce -1.8% 25,125 $14.5M
MTM Financial Group, LLC 6.81% Add +5.9% 25,289 $14.5M
Keystone Financial Group 0.99% Add +17.9% 25,017 $14.5M
Coral Wealth Management, LLC 16.20% — 25,093 $14.5M
Legend Financial Advisors, Inc. 9.32% Add +1.3% 25,061 $14.5M
Gerber, LLC 8.18% Add +0.8% 25,061 $14.5M
Hazlett, Burt & Watson, Inc. 4.50% Add +1.4% 24,869 $14.4M
Moors & Cabot, Inc. 0.61% Add +0.3% 24,871 $14.4M
Ebert Capital Management Inc. 14.63% Add +0.1% 24,826 $14.3M
Seros Financial, LLC 9.11% Reduce -9.9% 24,799 $14.3M
Choate Investment Advisors 0.28% No change 24,791 $14.3M
Rezny Wealth Management, Inc. 3.28% No change 24,718 $14.3M
Gerald Baker Financial Group LLC 4.50% — 24,631 $14.2M
ExodusPoint Capital Management, LP 0.14% New 24,529 $14.2M
Alpha Zero LLC 7.16% Add +2.3% 24,517 $14.2M
Bogart Wealth, LLC 0.54% Add +4.8% 24,460 $14.1M
Financial Freedom, LLC 7.02% Reduce -1.6% 24,410 $14.1M
Outlook Wealth Advisors, LLC 3.39% Reduce -8.8% 24,305 $14.0M
Bank of Nova Scotia 0.02% Reduce -93.0% 24,275 $14.0M
Union Bancaire Privee, UBP SA 0.20% Reduce -0.4% 25,635 $14.0M
HBK Sorce Advisory LLC 0.28% Add +2.3% 19,599 $13.9M
Holderness Investments Co. 2.79% Add +5.5% 24,046 $13.9M
Finley Financial, LLC 6.49% Reduce -1.0% 24,001 $13.9M
Davidson Kahn Capital Management, LLC 7.37% Add +3.8% 23,804 $13.8M
Associated Banc-Corp 0.37% Add +4.0% 23,933 $13.8M
World Equity Group, Inc. 3.57% Reduce -1.0% 23,898 $13.8M
Thayer Partners, LLC / MA 6.55% Add +1.7% 23,837 $13.8M
Buska Wealth Management, LLC 5.52% Reduce -6.5% 23,810 $13.7M
JSF Financial, LLC 2.69% Reduce -2.6% 23,759 $13.7M
BCGM Wealth Management, LLC 3.43% Reduce -1.5% 23,646 $13.6M
Absolute Capital Management, LLC 4.50% Reduce -0.0% 23,476 $13.5M
Chatham Capital Group, Inc. 1.96% Reduce -1.6% 23,431 $13.5M
Owen LaRue, LLC 5.19% Add +4.7% 23,416 $13.5M
Avior Wealth Management, LLC 0.38% Add +14.8% 23,372 $13.5M
Maven Securities LTD 0.79% Reduce -76.7% 23,332 $13.5M
Plotkin Financial Advisors, LLC 6.73% Add +0.9% 23,222 $13.4M
Refined Wealth Management 8.45% Reduce -9.5% 23,203 $13.4M
National Philanthropic Trust 0.14% Reduce -8.6% 23,184 $13.4M
Jacksonville Wealth Management, LLC 9.04% Add +8.6% 23,181 $13.4M
Rehmann Capital Advisory Group 0.70% Reduce -0.8% 23,158 $13.4M
Anchor Investment Management, LLC 1.11% Reduce -1.9% 23,153 $13.4M
Littlejohn Financial Services, Inc. 10.00% Reduce -1.9% 23,063 $13.3M
Haverford Trust Co 0.12% Reduce -5.0% 23,024 $13.3M
Unique Wealth, LLC 1.83% Add +30.4% 22,954 $13.2M
Erickson Financial Group, LLC 8.29% Add +1.9% 22,924 $13.2M
AdvisorNet Financial, Inc 0.69% Reduce -3.9% 22,923 $13.2M
Roof Eidam Maycock Peralta, LLC 3.03% Reduce -0.3% 22,881 $13.2M
Cherrydale Wealth Management, LLC 4.07% Add +38.3% 22,842 $13.2M
Chris Bulman Inc 5.77% Reduce -15.8% 22,824 $13.2M
Cypress Capital Group 1.48% Add +0.6% 22,792 $13.2M
Verus Capital Partners, LLC 0.90% Reduce -14.5% 22,699 $13.1M
First Horizon Corp. 0.55% Reduce -0.8% 22,611 $13.1M
Soltis Investment Advisors LLC 0.85% Add +5.2% 22,567 $13.0M
Sepio Capital, LP 0.71% Add +13.9% 22,523 $13.0M
Navis Wealth Advisors, LLC 6.63% Add +2.3% 22,522 $13.0M
Sonoma Allocations LLC 4.49% Reduce -4.9% 22,130 $13.0M
Resolute Capital, LLC 5.25% Add +9.8% 22,468 $13.0M
Florida Financial Advisors, LLC 3.07% Reduce -1.0% 22,244 $12.8M
Element Squared LLC 7.21% Add +99.3% 22,136 $12.8M
Keystone Wealth Services, LLC 2.72% Reduce -4.6% 22,065 $12.7M
Bradley Foster & Sargent Inc. 0.20% Reduce -3.9% 21,959 $12.7M
Everett Harris & Co. 0.16% Add +1.4% 21,850 $12.6M
Jackson Wealth Management, LLC 1.30% Add +0.6% 21,840 $12.6M
Pacific Financial Group Inc. 6.78% Add +365.0% 21,794 $12.6M
CENTRAL TRUST Co 0.25% Reduce -12.1% 21,787 $12.6M
Alliance Wealth Advisors, LLC 5.93% Add +2.1% 21,771 $12.6M
Sovran Advisors, LLC 0.99% Add +4.3% 18,802 $12.6M
Garden State Investment Advisory Services LLC 3.00% Reduce -1.3% 21,679 $12.5M
Berger Financial Group, Inc 0.70% Reduce -1.0% 21,688 $12.5M
Baron Financial Group, LLC 6.74% Add +1.1% 21,667 $12.5M
Focus Partners Wealth 0.01% Reduce -60.6% 19,841 $12.5M
Cadia Private Client LLC 10.12% Reduce -2.7% 21,617 $12.5M
Liberty Square Wealth Partners LLC 3.48% Add +16.5% 21,586 $12.5M
Creative Financial Designs Inc. 0.76% Add +3.2% 21,558 $12.4M
Menora Mivtachim Holdings LTD. 0.06% Add +5.9% 21,493 $12.4M
Smith Shellnut Wilson LLC 5.42% Reduce -0.5% 21,440 $12.4M
Planned Solutions, Inc. 4.08% Reduce -1.9% 21,400 $12.4M
Midwest Trust Co 0.15% Add +46.6% 21,339 $12.3M
RVW Wealth, LLC 0.96% Reduce -0.3% 21,306 $12.3M
First Nebraska Trust Co 1.13% Add +2.8% 21,241 $12.3M
Ascentis Independent Advisors 0.92% Add +81.5% 21,164 $12.2M
Ciovacco Capital Management LLC 7.11% Reduce -5.6% 21,131 $12.2M
Concord Investment Counsel Inc. 4.11% Reduce -12.3% 21,123 $12.2M
CFM Wealth Partners LLC 1.83% Add +11.7% 21,105 $12.2M
Peak Retirement Planning, Inc. 2.42% Reduce -46.8% 21,007 $12.1M
Family Office Research LLC 5.27% Reduce -1.4% 20,999 $12.1M
Telos Capital Management, Inc. 1.16% Reduce -1.2% 20,952 $12.1M
DAVENPORT & Co LLC 0.07% Reduce -6.5% 20,941 $12.1M
LGL Partners, LLC 4.95% Reduce -4.3% 20,847 $12.0M
Tandem Financial, LLC 4.06% New 20,766 $12.0M
Verition Fund Management LLC 0.12% Reduce -47.8% 20,692 $11.9M
Destiny Wealth Partners, LLC 1.30% Add +33.6% 20,675 $11.9M
Mission Hills Financial Advisory, LLC 6.08% Add +1.3% 20,590 $11.9M
VectorGlobal IAG, Inc. 3.09% — 20,584 $11.9M
Brandywine Financial Group 10.08% New 20,569 $11.9M
49 Wealth Management, LLC 0.89% Add +10.2% 20,552 $11.9M
Tennessee Valley Asset Management Partners 1.56% Add +0.1% 20,503 $11.8M
HMS Capital Management, LLC 4.57% Reduce -2.5% 20,478 $11.8M
Novak & Powell Financial Services, Inc. 6.36% Reduce -0.8% 20,469 $11.8M
White Wing Wealth Management 7.06% Reduce -7.2% 20,394 $11.8M
Flagstar Securities, Inc. 4.25% Reduce -9.1% 20,336 $11.7M
Mach-1 Financial Group, LLC 4.12% Reduce -9.8% 20,273 $11.7M
Perennial Investment Advisors, LLC 0.93% Reduce -0.2% 20,253 $11.7M
Bryn Mawr Trust Advisors, LLC 0.57% Reduce -3.4% 20,212 $11.7M
Arch Global Advisors, LLC 6.08% — 20,193 $11.7M
Quadcap Wealth Management, LLC 1.32% Add +0.3% 20,131 $11.6M
Next Capital Management LLC 3.51% Reduce -6.2% 20,091 $11.6M
Genesee Capital Advisors, LLC 4.86% Reduce -1.1% 20,075 $11.6M
Capital Investment Counsel, LLC 1.59% Reduce -0.7% 20,052 $11.6M
Strategic Wealth Partners, Ltd. 0.80% Reduce -6.9% 20,044 $11.6M
Maxi Investments CY Ltd 2.52% New 20,000 $11.5M
Junk Investment Group, LLC 6.05% — 19,995 $11.5M
Private Trust Co. NA 1.03% Reduce -1.2% 19,962 $11.5M
McAlister, Sweet & Associates, Inc. 7.16% New 19,906 $11.5M
Wilkerson Advisory Group LLC 3.95% Add +7.4% 19,892 $11.5M
Pure Financial Advisors, LLC 0.17% Add +2.8% 19,885 $11.5M
Calamos Advisors LLC 0.06% Add +5418.1% 19,865 $11.5M
Mullooly Asset Management, Inc. 4.23% Reduce -4.0% 19,839 $11.5M
Sentinel Trust Co. Lba 1.14% No change 19,802 $11.4M
Peak Asset Management, LLC 2.02% Add +2.7% 19,792 $11.4M
Scissortail Wealth Management, LLC 2.28% Reduce -11.5% 19,664 $11.3M
Carr Financial Group Corp 2.99% Add +2.7% 19,640 $11.3M
HFG Advisors, Inc. 7.98% Reduce -3.2% 19,639 $11.3M
Formulate Financial LLC 13.97% Add +0.5% 19,608 $11.3M
Osbon Capital Management LLC 9.22% Add +3.9% 19,569 $11.3M
New England Private Wealth Advisors LLC 1.30% Add +0.3% 19,548 $11.3M
Wealth Watch Advisors, INC 4.72% Add +13.9% 19,527 $11.3M
Calamos Wealth Management LLC 0.39% Add +62.9% 19,510 $11.3M
TrueWealth Advisors, LLC 2.83% Add +5.5% 19,505 $11.3M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 8.41% Add +2092.5% 16,466 $11.2M
Strategic Financial Group, LLC 11.55% — 19,435 $11.2M
WealthPLAN Partners, LLC 2.17% Reduce -8.2% 19,422 $11.2M
North Star Investment Management Corp. 0.68% Add +2.8% 19,330 $11.2M
Midwest Financial Group LLC 4.72% Add +3.2% 19,194 $11.1M
Berkeley Capital Partners, LLC 2.57% Reduce -0.7% 19,192 $11.1M
Empower Advisory Group, LLC 0.03% Reduce -4.3% 19,132 $11.0M
Caldwell Trust Co 0.98% Reduce -0.8% 19,091 $11.0M
Carnegie Investment Counsel 0.21% Reduce -3.6% 19,055 $11.0M
Crewe Advisors LLC 0.94% Reduce -1.8% 19,047 $11.0M
Gateway Wealth Partners, LLC 0.43% Add +9.1% 19,046 $11.0M
Diversified Management Inc. 1.88% Add +10.7% 19,033 $11.0M
IPG Investment Advisors LLC 1.87% Add +8.3% 18,902 $10.9M
Cresta Advisors, Ltd. 4.46% Add +1.6% 18,872 $10.9M
Fortress Financial Solutions, LLC 11.38% Reduce -8.9% 18,865 $10.9M
Traynor Capital Management, Inc. 0.65% Add +7.2% 19,491 $10.9M
Accurate Wealth Management, LLC 1.31% Reduce -44.4% 17,773 $10.9M
Elevation Capital Advisory, LLC 4.62% Reduce -12.4% 18,804 $10.9M
Red Door Wealth Management, LLC 1.12% Reduce -0.6% 18,682 $10.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -65.8% 18,675 $10.8M
JP Wealth Management, Inc. 7.30% Reduce -1.8% 18,646 $10.8M
O'Connor Financial Group LLC 4.40% Add +1.2% 18,632 $10.8M
Weitzel Financial Services, Inc. 4.04% Add +4.3% 18,467 $10.7M
Virtue Capital Management, LLC 1.63% Reduce -60.4% 19,159 $10.7M
EFG International AG 0.23% Reduce -13.6% 18,510 $10.7M
Solano Wealth Investment Advisors LLC 5.31% Reduce -1.0% 18,468 $10.7M
Fort Sheridan Advisors LLC 1.29% Add +155.8% 18,468 $10.7M
CVA Family Office, LLC 1.12% Add +0.3% 18,458 $10.7M
Trek Financial, LLC 0.57% Reduce -31.4% 18,440 $10.6M
Retirement Planning Group, LLC / NY 6.85% Reduce -3.5% 18,422 $10.6M
Constant Guidance Financial LLC 7.34% New 18,385 $10.6M
Aristides Capital LLC 3.52% Add +12.3% 18,363 $10.6M
GWN Securities Inc. 2.02% Add +7.2% 18,328 $10.6M
Somerset Group LLC 7.84% Add +0.7% 16,265 $10.6M
Seaview Investment Managers LLC 3.80% Reduce -7.9% 18,267 $10.5M
WPG Advisers, LLC 7.77% Add +4.8% 18,262 $10.5M
Madison Wealth Partners, Inc 1.68% Reduce -4.2% 18,208 $10.5M
TopTier Wealth Management, LLC 6.44% Add +0.8% 18,158 $10.5M
Relyea Zuckerberg Hanson LLC 1.05% Add +5.3% 18,120 $10.5M
Norris Financial Group, LLC 3.41% Reduce -15.4% 18,094 $10.4M
Eldridge Investment Advisors, Inc. 2.29% Reduce -1.6% 18,067 $10.4M
Silver Oak Securities, Incorporated 0.76% Add +4.5% 18,048 $10.4M
CMG Global Holdings, LLC 4.96% Add +5.3% 18,039 $10.4M
RDA Financial Network 2.61% Reduce -0.2% 18,035 $10.4M
Summit Trail Advisors, LLC 0.15% Reduce -5.1% 18,011 $10.4M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -64.8% 17,989 $10.4M
StrongBox Wealth, LLC 3.31% Add +14.1% 17,947 $10.4M
RWQ Financial Management Services, Inc. 6.73% Add +4999.7% 17,900 $10.3M
Leavell Investment Management, Inc. 0.42% Reduce -1.6% 17,876 $10.3M
Rainey & Randall Wealth Advisors Inc. 1.68% Add +0.2% 17,873 $10.3M
Watershed Private Wealth LLC 3.21% Add +2.4% 17,861 $10.3M
SHP Wealth Management 0.78% Add +4.6% 17,820 $10.3M
Wealth Quarterback LLC 4.04% Reduce -53.9% 17,793 $10.3M
Plus Group Wealth Advisors LLC 11.28% Reduce -3.3% 17,760 $10.3M
Tsfg, LLC 1.55% Add +1.1% 17,709 $10.2M
Northbridge Financial Group, LLC 4.38% Reduce -1.2% 16,475 $10.2M
Lanark Financial, Inc. 0.76% Reduce -9.3% 17,582 $10.1M
Exencial Wealth Advisors, LLC 0.31% Reduce -0.7% 17,549 $10.1M
Proficio Capital Partners LLC 0.54% Reduce -24.8% 17,386 $10.1M
Howard Financial Services, LTD. 1.14% Add +0.3% 17,471 $10.1M
Pinnacle Family Advisors, LLC 4.73% Reduce -37.3% 17,453 $10.1M
Lighthouse Financial LLC 6.06% Add +5.1% 17,402 $10.0M
TKG Advisors, LLC 4.14% Reduce -0.3% 17,341 $10.0M
Lakeshore Capital Group, Inc. 8.16% Add +0.6% 17,326 $10.0M
NorthCoast Asset Management LLC 0.23% Reduce -3.0% 17,319 $10.0M
Flagship Private Wealth, LLC 4.06% Add +0.0% 17,319 $10.0M
Redhawk Wealth Advisors, Inc. 1.10% Reduce -18.5% 17,270 $10.0M
Norden Group LLC 0.95% Reduce -0.1% 17,193 $9.9M
Balefire, LLC 1.86% Add +0.4% 17,095 $9.9M
Sax Wealth Advisors, LLC 0.48% No change 16,033 $9.8M
Guidance Capital, Inc. 2.21% Add +21.4% 14,424 $9.8M
Chicago Wealth Management, Inc. 3.92% Add +1.6% 16,998 $9.8M
Ancora Advisors LLC 0.21% Add +0.9% 16,942 $9.8M
Proactive Wealth Strategies LLC 1.84% Add +127.7% 16,913 $9.8M
Mystic Asset Management, Inc. 2.26% Reduce -1.9% 16,871 $9.7M
Arete Wealth Advisors, LLC 0.73% New 16,867 $9.7M
Legacy Advisors, LLC 1.15% Add +2.2% 16,852 $9.7M
Seneca House Advisors 3.86% Reduce -5.9% 16,852 $9.7M
Fiduciary Alliance LLC 0.59% Add +0.4% 15,223 $9.7M
Integrity Advisory Solutions, LLC 1.28% Add +6.9% 16,805 $9.7M
Prosperitas Financial LLC 3.61% Reduce -4.0% 16,805 $9.7M
Investor's Fiduciary Advisor Network, LLC 2.96% Reduce -74.7% 16,758 $9.7M
Advyzon Investment Management, LLC 0.86% Reduce -12.6% 16,723 $9.7M
Krilogy Financial LLC 0.31% Reduce -5.5% 15,005 $9.6M
Agf Management Ltd. 0.04% Reduce -6.8% 16,648 $9.6M
Capital Investment Advisory Services, LLC 0.70% Reduce -6.7% 16,609 $9.6M
Vanguard National Trust Co 0.60% — 16,576 $9.6M
NWF Advisory Services Inc. 1.08% Reduce -6.0% 16,527 $9.5M
Twin Focus Capital Partners, LLC 1.09% Add +29.0% 16,495 $9.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% New 16,491 $9.5M
KM Capital Management Ltd. 6.40% New 13,305 $9.5M
Concentrum Wealth Management 2.81% Reduce -27.0% 16,460 $9.5M
Atalanta Sosnoff Capital, LLC 0.20% Reduce -22.1% 16,453 $9.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +201.5% 16,445 $9.5M
B&D White Capital Company, LLC 1.17% Add +8.0% 16,415 $9.5M
Glen Eagle Advisors, LLC 1.33% Reduce -3.5% 16,403 $9.5M
Ratan Capital Management LP 3.51% Add +3426.3% 30,467 $9.5M
Lighthouse Investment Partners, LLC 0.36% New 16,395 $9.5M
HighRoad Wealth Advisors, LLC 9.23% Reduce -1.0% 16,380 $9.5M
Global Trust Asset Management, LLC 3.62% Add +0.1% 16,378 $9.5M
Capital Advisors Inc. 0.15% Add +7.5% 16,364 $9.4M
Curtis Advisory Group, LLC 2.04% Reduce -29.8% 16,363 $9.4M
Warner Group LLC 6.16% Reduce -0.6% 16,348 $9.4M
Arcataur Capital Management LLC 2.62% Add +3.8% 16,322 $9.4M
Simplex Trading, LLC 0.29% New 16,296 $9.4M
Strategent Financial, LLC 6.37% Reduce -3.8% 16,251 $9.4M
Americana Partners, LLC 0.24% Reduce -5.8% 16,237 $9.4M
Spectrum Strategic Capital Management, LLC 5.04% Add +3.6% 16,235 $9.4M
CWS Financial Advisors, LLC 2.40% Add +0.1% 16,220 $9.4M
Sandbox Financial Partners, LLC 2.63% Add +5.9% 16,215 $9.4M
Vision Financial Markets LLC 9.13% Reduce -1.8% 16,206 $9.4M
Apollon Financial, LLC 1.29% Add +123.4% 16,107 $9.3M
Blue Square Asset Management, LLC 4.39% Reduce -22.5% 16,033 $9.3M
WNY Asset Management, LLC 0.96% — 16,032 $9.3M
Chemung Canal Trust Co. 1.87% Reduce -0.1% 16,030 $9.3M
Strengthening Families & Communities, LLC 2.31% Reduce -6.0% 16,030 $9.3M
Fiducient Advisors LLC 1.21% Add +0.3% 16,026 $9.2M
Washington Growth Strategies LLC 6.02% Reduce -2.4% 15,959 $9.2M
Daymark Wealth Partners, LLC 0.29% Reduce -18.1% 15,902 $9.2M
Pincus Capital Management, LP 6.39% No change 15,896 $9.2M
Lansing Street Advisors 2.31% Reduce -2.4% 15,846 $9.1M
Ategra Capital Management, LLC 5.09% No change 15,839 $9.1M
Finivi Inc. 4.96% Add +8.3% 15,727 $9.1M
All Terrain Financial Advisors, LLC 2.83% Add +2.1% 15,712 $9.1M
Pallas Capital Advisors LLC 0.34% Reduce -7.2% 15,695 $9.1M
Aprio Wealth Management, LLC 0.49% Add +4.3% 15,670 $9.0M
Atlantic Union Bankshares Corp 0.17% Add +13.9% 15,623 $9.0M
Richards, Merrill & Peterson, Inc. 3.31% Add +0.3% 15,623 $9.0M
Cullen/Frost Bankers, Inc. 0.10% Add +7.2% 15,599 $9.0M
Maridea Wealth Management LLC 1.30% Reduce -3.1% 15,499 $8.9M
Kickstand Ventures, Llc. 1.88% Add +1.3% 15,445 $8.9M
Evoke Wealth, LLC 0.16% Reduce -35.7% 15,431 $8.9M
American State Bank (Iowa) 4.28% Reduce -0.1% 15,429 $8.9M
Westwood Holdings Group Inc. 0.07% Reduce -78.1% 15,425 $8.9M
Brown Brothers Harriman & Co. 0.05% Reduce -10.6% 15,413 $8.9M
Pettinga Financial Advisors LLC 1.67% Add +25.5% 15,361 $8.9M
Blue Capital, Inc. 5.78% Add +9.6% 15,342 $8.9M
Cannon Advisors, Inc. 6.55% Add +2.3% 15,315 $8.8M
Kirtland Hills Capital Management, LLC 2.80% Add +66.9% 13,497 $8.8M
Warner Financial, Inc. 3.02% Add +0.4% 15,242 $8.8M
9823 Capital, L.P. 6.63% Add +5.0% 15,226 $8.8M
Financial Management, Inc. 8.21% Add +3.9% 15,139 $8.7M
Cedarwood Wealth LLC 8.80% Add +8.4% 15,098 $8.7M
MPWM Advisory Solutions, LLC 4.61% Add +13.9% 15,081 $8.7M
Guardian Wealth Advisors, LLC 4.95% Reduce -2.3% 14,902 $8.6M
MMBG Investment Advisors Co. 0.79% Reduce -0.3% 14,824 $8.6M
Gradient Investments LLC 0.13% Reduce -8.0% 14,776 $8.5M
Harbour Trust & Investment Management Co 0.90% Add +1.1% 14,770 $8.5M
Magnus Financial Group LLC 0.69% Reduce -2.0% 14,705 $8.5M
Webster Bank, N. A. 0.80% Reduce -2.9% 14,698 $8.5M
Per Stirling Capital Management, LLC. 0.93% Reduce -1.8% 14,625 $8.4M
G&S Capital LLC 2.96% Add +2.1% 14,614 $8.4M
Fortem Financial Group, LLC 2.11% Add +22.5% 14,586 $8.4M
Main Street Group, LTD 2.68% Reduce -5.5% 14,569 $8.4M
Cozad Asset Management Inc. 0.66% Add +0.1% 14,562 $8.4M
Sage Capital Management, LLC 3.91% Add +2.2% 14,398 $8.3M
Ferguson Wellman Capital Management, Inc. 0.11% Add +0.4% 14,424 $8.3M
Capstone Wealth Management Group, LLC 3.48% Add +1.7% 14,402 $8.3M
VMS Asset Management Limited 5.08% New 14,400 $8.3M
Griffin Asset Management, Inc. 0.94% Reduce -6.3% 14,369 $8.3M
Dedeker Financial LLC 7.21% Reduce -4.4% 14,339 $8.3M
My Personal CFO, LLC 3.62% Reduce -2.6% 14,310 $8.3M
Loomis Sayles & Co. L P 0.01% Reduce -6.8% 14,305 $8.3M
Novare Capital Management LLC 0.65% Reduce -14.0% 14,303 $8.3M
Meridian Financial Advisors, LLC 4.51% Reduce -3.9% 14,293 $8.2M
Kellett Wealth Advisors, LLC 4.47% Reduce -3.2% 14,290 $8.2M
Clare Market Investments LLC 1.73% — 14,285 $8.2M
Herbst Group, LLC 5.08% Reduce -5.0% 14,264 $8.2M
M3 Advisory Group, LLC 5.07% Reduce -0.3% 14,255 $8.2M
Jackson Hole Capital Partners, LLC 1.36% Add +0.3% 14,253 $8.2M
Tempus Wealth Planning, LLC 1.89% Reduce -1.4% 14,241 $8.2M
Fulton Breakefield Broenniman LLC 0.53% Add +9.9% 14,198 $8.2M
GAMCO Investors 0.08% Reduce -1.7% 14,196 $8.2M
Nabity-Jensen Investment Management Inc 5.67% Add +2.2% 14,155 $8.2M
First International Bank of Israel Ltd. 2.40% Add +1.2% 14,110 $8.1M
WJ Wealth Management, LLC 3.81% Add +4.5% 14,080 $8.1M
Kieckhefer Group LLC 3.81% Add +1.5% 13,983 $8.1M
Strategic Blueprint, LLC 0.47% Add +21.0% 13,922 $8.0M
Blue Bell Private Wealth Management, LLC 1.15% Add +93.8% 13,918 $8.0M
Dale Q Rice Investment Management Ltd 6.07% Reduce -1.8% 13,878 $8.0M
United Capital Management of KS, Inc. 1.21% Add +122.8% 13,818 $8.0M
Fingerlakes Wealth Management, Inc. 5.28% Reduce -2.4% 13,786 $8.0M
Perspective Wealth Advisors LLC 5.16% Add +19.2% 13,781 $8.0M
Modera Wealth Management, LLC 0.10% Reduce -3.1% 13,754 $7.9M
Comprehensive Financial Consultants Institutional, Inc. 2.36% Reduce -5.8% 13,745 $7.9M
Gill Capital Partners, LLC 2.28% Reduce -44.0% 13,722 $7.9M
Cottage Street Advisors LLC 3.42% Reduce -1.4% 13,692 $7.9M
Verde Capital Management 1.69% Reduce -1.9% 13,670 $7.9M
Sound Income Strategies, LLC 0.38% Reduce -7.1% 13,498 $7.9M
Founders Capital Management, LLC 1.30% Add +0.0% 13,664 $7.9M
DSG Capital Advisors, LLC 1.25% Reduce -0.1% 13,576 $7.8M
Milestone Asset Management Group, LLC 4.58% Reduce -0.5% 13,573 $7.8M
Up Capital Management, Inc. 8.78% Reduce -13.4% 13,562 $7.8M
Runnymede Capital Advisors, Inc. 6.72% New 13,549 $7.8M
Keel Point, LLC 0.52% Reduce -6.5% 13,524 $7.8M
Great Lakes Advisors, LLC 0.06% Reduce -0.7% 13,520 $7.8M
Consilio Wealth Advisors, LLC 2.28% Reduce -57.1% 13,503 $7.8M
Rakuten Investment Management, Inc. 0.02% No change 13,000 $7.8M
Latko Wealth Management, Ltd. 3.79% Reduce -1.7% 13,458 $7.8M
Marin Bay Wealth Advisors, LLC 4.67% Reduce -13.9% 13,452 $7.8M
Safe Harbor Fiduciary, LLC 7.39% Add +4.2% 13,444 $7.8M
Shepherd Financial Partners LLC 0.73% Reduce -0.1% 13,377 $7.7M
Rik Saylor Financial, Inc. 5.86% Add +0.7% 13,367 $7.7M
Saxony Capital Management, LLC 4.48% Add +40.0% 13,362 $7.7M
Martin Capital Advisors, LLP 4.87% Add +0.2% 13,355 $7.7M
White Pine Investment CO 1.79% Add +6.1% 13,355 $7.7M
Corsair Capital Management, L.P. 1.14% No change 13,342 $7.7M
Phoenix Financial Ltd. 0.07% Add +5.2% 13,344 $7.7M
Retirement Income Solutions, Inc. 1.31% Reduce -0.7% 13,302 $7.7M
Ibex Wealth Advisors 0.71% Add +0.6% 13,295 $7.7M
Blue Sky Capital Consultants Group, Inc. 3.66% Reduce -14.6% 13,279 $7.7M
Gibraltar Capital Management, Inc. 1.32% Add +3.2% 13,230 $7.6M
Eastern Bank 0.13% Reduce -3.6% 13,138 $7.6M
Capital Squared Financial LLC 5.75% Reduce -2.2% 13,058 $7.5M
Bank of Hawaii 0.39% Reduce -0.3% 13,057 $7.5M
Oxford Wealth Group, LLC 4.11% Reduce -4.8% 13,030 $7.5M
Spirepoint Private Client, LLC 0.72% Reduce -0.0% 13,030 $7.5M
Edgestream Partners, L.P. 0.25% Reduce -83.4% 12,966 $7.5M
Sapient Capital LLC 0.11% Add +10.0% 12,964 $7.5M
AllGen Financial Advisors, Inc. 1.77% Add +3.2% 12,948 $7.5M
Titleist Asset Management, LLC 0.56% Add +27.4% 12,943 $7.5M
First Trust Advisors LP 0.01% Reduce -19.1% 12,931 $7.5M
JMG Financial Group, Ltd. 0.20% Add +1.4% 12,900 $7.4M
Narwhal Capital Management 0.55% Add +3.1% 12,877 $7.4M
Lowery Thomas, LLC 4.25% Reduce -0.3% 12,876 $7.4M
BTC Capital Management, Inc. 0.50% No change 12,833 $7.4M
Bay Rivers Group 3.08% Add +4.7% 12,807 $7.4M
Clark Asset Management, LLC 0.69% Add +1.0% 12,734 $7.3M
Lazard Asset Management LLC 0.01% Reduce -0.6% 12,727 $7.3M
Southland Equity Partners LLC 1.43% Add +0.7% 12,712 $7.3M
Moneco Advisors, LLC 0.57% Add +7.9% 12,679 $7.3M
Principle Wealth Partners LLC 0.42% Reduce -3.5% 12,664 $7.3M
Strategic Advisors LLC 1.21% Reduce -0.2% 12,658 $7.3M
1 North Wealth Services LLC 2.63% Add +0.5% 12,641 $7.3M
Ayalon Insurance Comp Ltd. 1.49% Add +41.1% 12,638 $7.3M
Baker Tilly Wealth Management, LLC 1.77% Reduce -8.1% 12,611 $7.3M
Apriem Advisors 0.69% Reduce -0.9% 12,611 $7.3M
Cardiff Park Advisors, LLC 0.58% New 12,591 $7.3M
Fermata Advisors, LLC 1.64% Add +13.7% 12,584 $7.3M
LongView Wealth Management 1.82% Reduce -2.0% 11,543 $7.3M
Leo Wealth, LLC 0.53% Reduce -0.7% 12,568 $7.3M
Capital Advisor Network LLC 10.14% — 12,552 $7.2M
Madrid Financial Services 4.26% Reduce -2.6% 12,510 $7.2M
Symmetry Peak Management LLC 74.61% New 12,500 $7.2M
Private Client Services, LLC 2.16% Add +8.7% 12,499 $7.2M
Global Trust Wealth Management LLC 5.45% Reduce -10.4% 12,478 $7.2M
Morangie Management LLC 6.62% Reduce -1.6% 12,469 $7.2M
Arcus Capital Partners, LLC 2.59% Reduce -38.1% 12,467 $7.2M
Ruggiero Investments, Inc. 6.92% Reduce -49.6% 12,407 $7.2M
Oxinas Partners, LLC 3.27% Add +7.1% 12,389 $7.2M
Greenhouse Wealth Management, LLC 4.39% Reduce -0.0% 12,294 $7.1M
RMR Wealth Builders 0.56% Reduce -2.5% 12,279 $7.1M
Ritter Daniher Financial Advisory LLC / DE 1.20% Add +0.9% 12,272 $7.1M
Cordgrass Capital Advisors, LLC 1.65% Add +0.7% 12,235 $7.1M
Empirical Finance, LLC 0.33% No change 12,197 $7.0M
EdgeRock Capital LLC 1.90% Add +1.3% 12,195 $7.0M
Stock Yards Bank & Trust Co. 0.22% Add +4.5% 12,160 $7.0M
Canandaigua National Corp. 0.63% — 12,107 $7.0M
SOA Wealth Advisors, LLC. 1.31% Reduce -11.2% 12,087 $7.0M
City Holding Co. 0.87% Add +12.4% 12,082 $7.0M
Marathon Wealth Advisors LLC 2.86% Add +0.6% 12,078 $7.0M
Vicus Capital 0.51% Reduce -5.3% 12,076 $7.0M
Fidelis Capital Partners, LLC 0.50% Reduce -3.5% 12,076 $7.0M
Cyr Financial Inc. 4.10% Add +7.7% 12,075 $7.0M
Cheviot Value Management, LLC 0.70% Add +5.6% 12,067 $7.0M
Nikulski Financial, Inc. 1.72% Reduce -10.4% 12,062 $7.0M
Busey Bank 0.19% Add +9.7% 12,043 $7.0M
Avantax Planning Partners, Inc. 0.19% Add +0.2% 12,043 $7.0M
Family Manage LLC 0.83% Reduce -22.9% 12,021 $6.9M
J. Team Financial, Inc. 7.78% Add +9.1% 12,019 $6.9M
Wealth Advisory Solutions, LLC 1.54% Reduce -1.3% 11,964 $6.9M
Strategy Asset Managers LLC 1.13% Reduce -0.9% 11,893 $6.9M
WBH Advisory Inc. 0.51% Reduce -3.8% 11,736 $6.9M
Keating Financial Advisory Services, Inc. 1.11% Add +4.5% 11,873 $6.9M
Interactive Financial Advisors, Inc. 4.48% Reduce -5.2% 11,871 $6.9M
Octavia Wealth Advisors, LLC 0.65% Add +0.6% 11,854 $6.8M
Retirement Planning Co of New England, Inc. 2.78% Add +0.3% 11,829 $6.8M
Morse Asset Management, Inc 1.43% No change 11,827 $6.8M
Base Wealth Management LLC 3.81% Reduce -22.7% 11,801 $6.8M
TFR Capital, LLC. 2.08% Add +0.4% 11,740 $6.8M
Box Hill Private Wealth LLC 6.66% Add +10.5% 11,675 $6.7M
Snowwater Investment Partners, LLC 6.35% No change 11,668 $6.7M
Guardian Capital, LLC 6.44% Reduce -8.1% 11,667 $6.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 12.48% Reduce -12.3% 11,642 $6.7M
Split Rock Private Trading & Wealth Management, LLC 5.20% Reduce -0.7% 11,636 $6.7M
Nadler Financial Group, Inc. 0.65% Reduce -11.0% 11,618 $6.7M
Annex Advisory Services, LLC 0.13% Add +1.2% 11,582 $6.7M
National Wealth Management Group, LLC 2.49% Reduce -1.4% 11,574 $6.7M
Concorde Asset Management, LLC 3.27% Reduce -11.4% 11,555 $6.7M
Valmark Advisers, Inc. 0.08% Add +3.1% 11,537 $6.7M
Fairvoy Private Wealth, LLC 1.59% Add +9.2% 11,526 $6.7M
Cadinha & Co. LLC 1.24% Reduce -10.1% 11,517 $6.6M
Insight Advisors, LLC/ PA 1.26% Reduce -8.0% 11,509 $6.6M
Hyposwiss Advisors SA 6.56% Add +5.2% 11,499 $6.6M
XML Financial, LLC 0.54% Reduce -1.9% 11,490 $6.6M
Richard W. Paul & Associates, LLC 2.23% Add +1.6% 11,465 $6.6M
SouthState Bank Corp 0.31% Add +49.8% 11,465 $6.6M
Cordatus Wealth Management LLC 1.57% No change 11,448 $6.6M
Prospect Financial Services LLC 4.03% Reduce -0.6% 11,425 $6.6M
Triumph Capital Management 1.36% Add +0.7% 11,405 $6.6M
Ackerman Asset Management, LLC 4.58% Reduce -1.4% 11,372 $6.6M
HCR Wealth Advisors 0.68% Add +2.0% 11,317 $6.5M
Zinnia Wealth Advisory, LLC 7.29% Add +78.5% 11,290 $6.5M
Partners Capital Investment Group, LLP 0.25% Add +1.5% 11,277 $6.5M
JPL Wealth Management, LLC 1.50% Reduce -1.9% 11,260 $6.5M
Horizon Investments, LLC 0.07% Add +87.2% 11,244 $6.5M
Tru Independence Asset Management 2, LLC 3.98% Add +14.8% 11,205 $6.5M
Strategic Wealth Investment Group, LLC 0.82% Reduce -4.4% 11,179 $6.5M
Post Resch Tallon Group Inc. 5.24% Add +2.5% 11,055 $6.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.14% Reduce -0.8% 9,655 $6.4M
Darwin Wealth Management, LLC 2.00% Reduce -22.1% 11,095 $6.4M
Williams Jones Wealth Management, LLC. 0.08% Reduce -0.4% 11,089 $6.4M
Modus Advisors, LLC 1.76% Reduce -0.4% 11,078 $6.4M
Financial Partners Group, Inc 0.76% Reduce -0.4% 11,062 $6.4M
Trust Co. of Toledo NA 0.60% Add +0.4% 11,008 $6.4M
Forvis Mazars Wealth Advisors, LLC 0.12% Add +4.8% 10,971 $6.3M
FourThought Financial Partners, LLC 0.55% Reduce -1.7% 10,958 $6.3M
Laurel Oak Wealth Management, LLC 1.06% Reduce -4.1% 10,951 $6.3M
Palumbo Wealth Management LLC 1.53% Reduce -8.5% 10,876 $6.3M
Avidian Wealth Enterprises, LLC 0.20% Add +78.9% 10,862 $6.3M
J. Safra Sarasin Holding AG 0.11% Reduce -14.7% 10,996 $6.3M
Accel Wealth Management 1.63% Reduce -12.0% 10,831 $6.3M
Sage Mountain Advisors LLC 0.44% Reduce -9.4% 10,815 $6.2M
Alexis Investment Partners, LLC 4.29% Reduce -4.1% 11,147 $6.2M
Requisite Capital Management, LLC 1.16% Add +0.1% 10,748 $6.2M
Bollard Group LLC 0.19% Add +3.3% 10,732 $6.2M
Fayez Sarofim & Co 0.02% Reduce -4.5% 10,726 $6.2M
Fortis Capital Management LLC 0.83% Add +25.1% 10,714 $6.2M
LMCG Investments, LLC 0.37% Reduce -1.5% 10,712 $6.2M
GFG Capital, LLC 1.97% Add +29.0% 10,679 $6.2M
Ridgeline Wealth Planning, LLC 4.50% Add +0.1% 10,667 $6.2M
Winch Advisory Services, LLC 1.40% Add +0.7% 10,654 $6.1M
Sims Investment Management, LLC 2.26% Reduce -13.3% 10,635 $6.1M
Ethos Financial Group, LLC 0.45% Add +1.4% 10,615 $6.1M
Zhang Financial LLC 0.21% Add +9.7% 10,610 $6.1M
Rothschild Wealth LLC 0.55% Add +11.0% 10,599 $6.1M
Warren Street Wealth Advisors, LLC 1.56% New 10,556 $6.1M
Bernardo Wealth Planning LLC 1.19% Reduce -5.1% 10,540 $6.1M
Leslie Global Wealth, LLC 3.20% Reduce -0.3% 10,514 $6.1M
McGuire Investment Group, LLC 0.68% Reduce -2.4% 10,506 $6.1M
Crews Bank & Trust 0.88% Add +0.7% 10,505 $6.1M
Russell Investments Group, Ltd. 0.01% Add +12.3% 10,496 $6.1M
Blue Trust, Inc. 0.07% Reduce -2.3% 10,479 $6.0M
Riverstone Advisors, LLC 2.98% Add +3.4% 10,461 $6.0M
Atticus Wealth Management, LLC 1.63% Reduce -1.9% 10,428 $6.0M
Arthur M. Cohen & Associates, LLC 1.07% Reduce -0.1% 10,284 $6.0M
Waterloo Capital, L.P. 0.42% Add +5.9% 10,392 $6.0M
Mission Creek Capital Partners, Inc. 1.20% Add +0.9% 10,378 $6.0M
Ameliora Wealth Management Ltd. 1.91% Reduce -5.1% 10,361 $6.0M
Two Sigma Securities, LLC 0.69% New 10,347 $6.0M
Reflection Asset Management 3.65% Add +5.0% 8,895 $6.0M
Vance Wealth, LLC 1.72% Reduce -1.8% 10,338 $6.0M
DBK Financial Counsel, LLC 4.51% Reduce -1.7% 10,327 $6.0M
Ledgewood Wealth Advisors, LLC 3.35% Reduce -0.8% 10,323 $6.0M
Cypress Wealth Services, LLC 0.84% Reduce -1.9% 10,300 $5.9M
Triad Wealth Partners, LLC 0.47% Reduce -5.7% 10,291 $5.9M
Global Assets Advisory, LLC 1.69% Reduce -2.0% 10,250 $5.9M
Aurora Private Wealth, Inc. 4.20% Reduce -23.8% 9,607 $5.9M
Prudential PLC 0.04% New 10,402 $5.9M
Zacks Investment Management 0.05% Add +4.0% 10,184 $5.9M
McKinley Carter Wealth Services, Inc. 0.34% Reduce -4.0% 10,183 $5.9M
Uptick Partners, LLC 1.17% Add +1.0% 10,175 $5.9M
Channel Wealth LLC 1.42% Add +1.2% 10,140 $5.9M
Harvest Investment Services, LLC 1.07% Reduce -9.4% 10,129 $5.8M
Victory Financial Group, LLC 0.72% Add +27.7% 10,128 $5.8M
Benson Wealth Management INC 7.99% Reduce -54.9% 10,125 $5.8M
Cornerstone Advisory, LLC 0.55% Add +3.1% 10,121 $5.8M
Praxis Capital Management LLC 13.62% Add +106.1% 10,100 $5.8M
Welch & Forbes LLC 0.08% Add +2.8% 10,091 $5.8M
BlueChip Wealth Advisors LLC 2.56% Reduce -1.9% 10,090 $5.8M
Miramontes Capital, LLC 2.02% Add +2.6% 10,077 $5.8M
Beacon Advisors Holdings, LLC 3.11% Add +1.3% 10,070 $5.8M
Forum Finance Group S.A. 3.15% — 12,366 $5.8M
Concentric Capital Strategies, LP 0.50% New 10,023 $5.8M
Visionary Horizons, LLC 2.85% Add +5.8% 10,007 $5.8M
Trustmark Bank Trust Department 0.37% Reduce -11.2% 10,002 $5.8M
Evelyn Partners Investment Management Services Ltd 0.68% No change 10,000 $5.8M
Afg Fiduciary Services Limited Partnership 3.40% Reduce -12.0% 9,787 $5.8M
Oakwell Private Wealth Management, LLC 1.03% Reduce -0.6% 9,979 $5.8M
Ulland Investment Advisors, LLC 4.95% Reduce -2.6% 9,975 $5.8M
Banque Cantonale Vaudoise 0.22% Reduce -82.8% 9,957 $5.7M
Polymer Capital Management (HK) LTD 0.80% Add +19.8% 9,934 $5.7M
Objective Capital Management, LLC 5.78% Reduce -1.1% 9,922 $5.7M
Liberty Wealth Management LLC 0.72% Add +0.4% 9,917 $5.7M
Hill Island Financial LLC 1.39% Reduce -0.6% 9,905 $5.7M
Hancock Whitney Corp. 0.10% Reduce -7.0% 8,631 $5.7M
JFS Wealth Advisors, LLC 0.32% Add +2.3% 9,874 $5.7M
Cornell Pochily Investment Advisors, Inc. 1.67% Add +0.5% 9,855 $5.7M
Joseph P. Lucia & Associates, LLC 2.02% Add +2.6% 9,804 $5.7M
BLB&B Advisors, LLC 0.23% Reduce -4.3% 9,774 $5.6M
MCF Advisors LLC 0.25% Add +21.9% 9,771 $5.6M
Fourth Dimension Wealth, LLC 2.13% Add +8.6% 9,745 $5.6M
True North Advisors, LLC 0.64% Add +2.9% 9,743 $5.6M
White Lighthouse Investment Management Inc. 0.78% Add +4.9% 9,741 $5.6M
Arrowroot Family Office, LLC 1.86% Add +5.1% 9,723 $5.6M
DeDora Capital, Inc. 1.38% Reduce -0.4% 9,720 $5.6M
Graetz Wealth LLC 5.00% Reduce -24.8% 9,710 $5.6M
Patriot Investment Management Group, Inc. 0.36% Add +2.8% 9,707 $5.6M
Eddie Patel Inc 4.29% Reduce -11.3% 9,669 $5.6M
LexAurum Advisors, LLC 0.73% — 9,664 $5.6M
Montag A & Associates Inc. 0.26% Add +12.7% 9,639 $5.6M
Foresight Capital Management Advisors, Inc. 3.09% Reduce -0.5% 9,622 $5.5M
Evercore Wealth Management, LLC 0.09% Add +9.5% 9,603 $5.5M
Daybright Advisory Services, Inc. 1.53% Reduce -3.9% 9,601 $5.5M
Amtrust Financial Services, Inc. 1.85% No change 9,600 $5.5M
High Note Wealth, LLC 1.09% Reduce -0.6% 9,599 $5.5M
Armstrong Advisory Group, Inc. 0.37% Add +3.4% 9,565 $5.5M
Provenance Wealth Advisors, LLC 0.58% Add +1.5% 9,544 $5.5M
Mill Creek Capital Advisors, LLC 0.11% Reduce -0.7% 9,509 $5.5M
Flaharty Asset Management, LLC 0.68% Reduce -5.2% 9,473 $5.5M
Founders Financial Alliance, LLC 0.98% Add +3.5% 9,420 $5.4M
Westmount Partners, LLC 1.34% Add +18.8% 9,411 $5.4M
JBR Co Financial Management Inc 2.27% No change 8,839 $5.4M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.07% Reduce -1.1% 9,386 $5.4M
Corepath Wealth Partners LLC 3.65% Add +2.3% 8,925 $5.4M
Searle & Co. 1.37% No change 9,364 $5.4M
First Manhattan Co. Llc. 0.01% Add +2.9% 9,361 $5.4M
Avaii Wealth Management, LLC 1.88% Reduce -2.1% 9,354 $5.4M
Greykasell Wealth Strategies, Inc. 2.18% Reduce -0.1% 9,349 $5.4M
Guardian Wealth Advisors, LLC / NC 0.34% Add +2.0% 9,326 $5.4M
Simplicity Wealth,LLC 0.30% Reduce -14.7% 9,318 $5.4M
Grey Ledge Advisors, LLC 1.21% Reduce -0.5% 9,317 $5.4M
Marino, Stram & Associates LLC 0.97% Add +1.5% 9,314 $5.4M
YHB Investment Advisors, Inc. 0.39% Add +0.1% 9,306 $5.4M
NorthCrest Asset Manangement, LLC 0.17% Reduce -20.3% 9,173 $5.4M
Legacies Wealth LLC 3.39% Reduce -64.1% 9,272 $5.4M
Covenant Asset Management, LLC 1.10% Add +2.5% 9,266 $5.3M
Bucket List Wealth Management, LLC 3.22% Reduce -9.5% 9,253 $5.3M
HWG Holdings LP 1.41% Reduce -85.5% 9,232 $5.3M
Quartz Partners, LLC 2.06% Reduce -6.3% 9,218 $5.3M
Key Client Fiduciary Advisors, LLC 1.81% Add +3.8% 9,147 $5.3M
Leelyn Smith, LLC 0.74% Reduce -2.5% 9,131 $5.3M
Journey Strategic Wealth LLC 0.13% Add +7.2% 9,130 $5.3M
Stevens Capital Management LP 0.81% New 9,120 $5.3M
Zuckerman Investment Group, LLC 0.50% Reduce -1.3% 9,112 $5.3M
Kensington Investment Counsel, LLC 2.53% Add +2.9% 9,106 $5.3M
Jasper Ridge Partners, L.P. 0.12% Add +4.5% 9,102 $5.3M
Valued Retirements, Inc. 5.13% Add +0.1% 9,092 $5.2M
Visionary Wealth Advisors 0.23% Add +5.7% 9,081 $5.2M
Signaturefd, LLC 0.08% Add +1.3% 9,039 $5.2M
Cohen Capital Management, Inc. 0.81% Add +1.8% 9,037 $5.2M
Brindle & Bay Financial Advisors, LLC 3.20% Reduce -64.7% 9,031 $5.2M
Baring Financial LLC 3.18% Reduce -2.1% 9,003 $5.2M
New Wave Wealth Advisors LLC 1.82% Reduce -17.2% 8,998 $5.2M
Schmidt P J Investment Management Inc. 0.87% Add +0.0% 8,997 $5.2M
Monument Capital Management 1.30% Reduce -0.2% 8,960 $5.2M
Pinnacle Wealth Management Group, Inc. 2.54% Reduce -27.8% 8,951 $5.2M
Strategic Financial Concepts, LLC 1.27% Add +77.7% 8,864 $5.2M
Earned Wealth Advisors, LLC 0.34% Add +50.9% 8,941 $5.2M
Retirement Guys Formula LLC 2.37% Reduce -0.7% 8,938 $5.2M
Independent Wealth Network Inc. 1.54% Add +37.4% 8,936 $5.2M
Riverbend Wealth Management, LLC 3.21% Add +3.3% 8,929 $5.2M
Sightline Wealth Advisors, LLC 2.18% Reduce -12.7% 8,927 $5.2M
Vident Advisory, LLC 0.04% Reduce -60.8% 8,913 $5.1M
Central Pacific Bank - Trust Division 0.68% Add +11.5% 8,899 $5.1M
Olde Wealth Management, LLC 1.63% Reduce -2.9% 8,899 $5.1M
Stillwater Wealth Management Group 3.17% Add +11.9% 8,876 $5.1M
Integrated Investment Consultants, LLC 1.08% Reduce -13.2% 8,837 $5.1M
Clear Point Advisors Inc. 3.95% Reduce -0.5% 8,837 $5.1M
Victrix Investment Advisors 1.85% Reduce -10.3% 8,825 $5.1M
CPR Investments Inc. 3.39% Reduce -58.1% 8,799 $5.1M
Vista Investment Partners LLC 1.34% Add +0.3% 8,778 $5.1M
West Financial Advisors, LLC 0.86% Reduce -2.8% 8,773 $5.1M
Realta Investment Advisors 1.76% Reduce -7.5% 8,767 $5.1M
Signal Advisors Wealth, LLC 0.35% Add +10.4% 8,766 $5.1M
SkyOak Wealth, LLC 0.93% Reduce -4.3% 8,758 $5.1M
KERR FINANCIAL PLANNING Corp 3.56% New 7,692 $5.0M
Farmers Trust Co. 0.79% Reduce -6.4% 8,724 $5.0M
Royal Capital Wealth Management, LLC 3.13% Reduce -2.3% 8,710 $5.0M
J.E. Simmons & Co., P.C. 3.36% Reduce -0.5% 8,702 $5.0M
Courier Capital LLC 0.28% Reduce -1.9% 8,695 $5.0M
Sharper & Granite LLC 1.71% Reduce -0.1% 8,690 $5.0M
Advisory Resource Group 0.86% Reduce -16.2% 8,688 $5.0M
Black Diamond Financial, LLC 0.55% New 8,674 $5.0M
Ketron Financial 1.78% Reduce -0.7% 8,636 $5.0M
Montecito Bank & Trust 0.82% Reduce -3.8% 8,619 $5.0M
Capital Analysts, LLC 0.13% Reduce -2.1% 8,609 $5.0M
Independence Bank of Kentucky 0.63% Add +5.0% 8,605 $5.0M
Balboa Wealth Partners 0.83% Reduce -24.2% 8,603 $5.0M
Rothschild Investment LLC 0.26% Add +18.1% 8,572 $4.9M
Castle Rock Wealth Management, LLC 1.07% Add +2.3% 8,435 $4.9M
Quad-Cities Investment Group, LLC 1.97% Reduce -0.7% 8,541 $4.9M
Retirement Solution LLC 1.16% Reduce -14.3% 8,517 $4.9M
Trademark Financial Management, LLC 2.41% Reduce -38.2% 8,508 $4.9M
Lakewood Capital Management, LP 0.32% New 8,500 $4.9M
Patriot Financial Group Insurance Agency, LLC 0.28% Add +100.6% 8,470 $4.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.60% Reduce -4.1% 8,446 $4.9M
Matauro, LLC 0.70% Reduce -15.6% 8,420 $4.9M
Glenview Trust Co 0.08% Reduce -3.5% 8,405 $4.9M
Advance Capital Management, Inc. 0.18% Reduce -2.8% 8,405 $4.9M
Sfmg, LLC 0.33% Add +0.9% 8,391 $4.8M
Goldstein Advisors, LLC 0.54% Add +0.9% 8,387 $4.8M
Greenwood Capital Associates LLC 0.53% Reduce -1.4% 8,383 $4.8M
Members Advisory Group LLC 1.66% Reduce -6.5% 8,363 $4.8M
Compass Capital Corp. /Ma/ 1.73% Add +6.3% 6,951 $4.8M
Root Financial Partners, LLC 0.22% Add +1.7% 8,355 $4.8M
Centric Wealth Management 0.96% Reduce -1.4% 7,161 $4.8M
Huntleigh Advisors, Inc. 0.82% Add +2.3% 8,329 $4.8M
Lifetime Wealth Management P.C. 2.78% Add +2.4% 8,280 $4.8M
Nvest Financial, LLC 1.78% Add +10.7% 8,266 $4.8M
Greater Midwest Financial Group, LLC 2.56% Add +839.4% 8,257 $4.8M
3EDGE Asset Management, LP 0.23% Reduce -4.6% 8,406 $4.8M
Family Legacy, Inc. 1.43% Reduce -2.4% 8,229 $4.7M
Robbins Farley 2.10% Reduce -2.0% 8,228 $4.7M
Aspiriant, LLC 0.14% Add +3.8% 8,227 $4.7M
Vienna Asset Management LLC 3.75% Reduce -23.9% 8,218 $4.7M
State of Wisconsin Investment Board 0.01% Reduce -48.1% 8,210 $4.7M
Innovative Wealth Building LLC 3.32% Add +3.7% 8,180 $4.7M
Purus Wealth Management, LLC 1.50% Reduce -0.6% 8,178 $4.7M
QTR Family Wealth, LLC 1.97% Add +7.2% 7,508 $4.7M
Fluent Financial, LLC 1.73% Add +10.3% 7,636 $4.7M
DKM Wealth Management, Inc. 3.39% Add +0.2% 8,156 $4.7M
Ignite Planners, LLC 0.73% Reduce -2.3% 8,149 $4.7M
SMART Wealth LLC 1.37% Reduce -22.7% 8,131 $4.7M
PFC Capital Group, Inc. 2.06% Reduce -0.7% 8,113 $4.7M
Metropolitan Life Insurance Co 1.42% Add +14.1% 8,100 $4.7M
Montz Harcus Wealth Management LLC 1.88% Add +0.5% 8,085 $4.7M
Nicolet Bankshares Inc. 0.17% Add +153.6% 8,054 $4.7M
GSG Advisors LLC 1.21% Add +1.0% 8,069 $4.7M
Custos Family Office, LLC 3.22% Reduce -4.0% 8,056 $4.6M
Macroview Investment Management LLC 3.24% Reduce -5.0% 8,046 $4.6M
Alpha Financial Partners LLC 2.75% Add +7.1% 8,041 $4.6M
PVG Asset Management Corp. 2.75% Add +335.3% 6,234 $4.6M
One Wealth Management Investment & Advisory Services, LLC 5.59% Add +0.2% 8,034 $4.6M
BayBridge Capital Group, LLC 2.87% No change 7,545 $4.6M
Davies Financial Advisors, Inc. 42.44% Reduce -63.6% 8,026 $4.6M
Capital Developers, LLC 4.16% Add +0.5% 8,011 $4.6M
Fiduciary Financial Group, LLC 0.61% Reduce -33.7% 8,005 $4.6M
Ionic Capital Management LLC 4.64% New 8,000 $4.6M
Capelight Capital Asset Management LP 3.91% Reduce -60.0% 8,000 $4.6M
Sandy Cove Advisors, LLC 1.38% Reduce -0.1% 7,998 $4.6M
Capital Group Private Client Services, Inc. 0.08% Add +0.3% 7,984 $4.6M
KKM Financial LLC 0.82% No change 7,496 $4.6M
Taylor & Morgan Wealth Management, LLC 2.63% Reduce -4.4% 7,977 $4.6M
Twin Peaks Wealth Advisors, LLC 1.16% Reduce -0.3% 7,965 $4.6M
Boston Family Office LLC 0.31% Reduce -10.7% 7,965 $4.6M
Signature Equity Partners, LLC 2.44% Add +4.5% 7,891 $4.6M
Paller Financial Services Inc 3.76% Reduce -11.3% 7,877 $4.5M
LaSalle St. Investment Advisors, LLC 0.64% Add +48.0% 7,860 $4.5M
Rockport Wealth LLC 0.82% Reduce -18.3% 7,848 $4.5M
Seamount Financial Group Inc. 2.03% Reduce -0.9% 7,822 $4.5M
KLCM Advisors, Inc. 0.39% Add +2.6% 7,819 $4.5M
TBH Global Asset Management, LLC 0.91% Reduce -17.8% 7,803 $4.5M
J. R. Prunier Capital Management LLC 1.91% Reduce -12.2% 7,795 $4.5M
Harbor Investment Advisory, LLC 0.35% Reduce -2.4% 7,775 $4.5M
Soundwatch Capital LLC 0.57% Add +1.1% 7,766 $4.5M
Global Wealth Management, LLC 2.44% Reduce -16.8% 7,763 $4.5M
First National Trust Co 0.15% Reduce -0.8% 7,743 $4.5M
Eagle Strategies LLC 0.53% Add +82.3% 7,728 $4.5M
Levin Capital Strategies, L.P. 0.34% Reduce -8.8% 7,725 $4.5M
Three Magnolias Financial Advisors, LLC 2.84% Reduce -3.6% 7,723 $4.5M
Madden Advisory Services, Inc. 1.75% Add +21.1% 7,702 $4.4M
Oasis Advisors, LLC 0.87% Add +890.4% 7,695 $4.4M
Iron Gate Global Advisors LLC 0.47% Reduce -0.8% 7,683 $4.4M
Greenfield Savings Bank 1.89% Reduce -1.3% 7,669 $4.4M
SVB Wealth LLC 0.29% Add +16.4% 7,665 $4.4M
Paulson Wealth Management Inc. 1.04% Add +2.9% 7,656 $4.4M
Lakeshore Financial Planning, Inc. 1.59% Add +2.3% 7,598 $4.4M
Omega Financial Group, LLC 1.44% Reduce -1.9% 7,549 $4.4M
Advisors Management Group Inc. 0.79% Add +1.4% 7,546 $4.4M
Finward Bancorp 3.48% Add +3.6% 7,542 $4.4M
NovaPoint Capital, LLC 1.09% Reduce -2.7% 7,506 $4.3M
ICONIQ Capital, LLC 0.10% New 7,499 $4.3M
Lam Group, Inc. 2.37% No change 7,475 $4.3M
Hibernia Wealth Partners, LLC 1.28% Add +6.5% 7,469 $4.3M
Symphony Financial, Ltd. Co. 0.57% Add +0.4% 7,523 $4.3M
Guggenheim Capital LLC 0.03% Add +25.9% 7,464 $4.3M
PCG Asset Management, LLC 3.44% Add +4.4% 7,460 $4.3M
Defined Wealth Management, LLC 2.52% Reduce -1.6% 7,445 $4.3M
Deutsche Bank AG 0.00% Reduce -3.2% 7,424 $4.3M
Camelot Technology Advisors, Inc. 3.15% Reduce -20.7% 7,422 $4.3M
Odyssey Capital Advisors, Inc. 3.83% Add +4.2% 7,410 $4.3M
OpenArc Corporate Advisory, LLC 0.06% Add +13.6% 7,406 $4.3M
Becker Capital Management Inc. 0.13% Add +0.3% 7,391 $4.3M
Secure Asset Management, LLC 0.67% Reduce -17.7% 7,371 $4.3M
Morton Capital Management LLC 0.63% Add +4.9% 7,363 $4.2M
Tudor Financial Inc. 2.17% Reduce -0.5% 7,345 $4.2M
MorganRosel Wealth Management, LLC 1.67% Reduce -52.8% 7,340 $4.2M
Strait & Sound Wealth Management LLC 1.62% Reduce -4.2% 7,336 $4.2M
Warm Springs Advisors Inc. 3.58% Reduce -4.7% 7,299 $4.2M
Tobias Financial Advisors, Inc. 0.58% Add +0.9% 7,271 $4.2M
Pasadena Private Wealth, LLC 0.58% Reduce -46.0% 7,265 $4.2M
Woodmont Investment Counsel LLC 0.26% Add +3.5% 7,264 $4.2M
Astoria Portfolio Advisors LLC. 0.89% Reduce -3.0% 6,295 $4.2M
Fulton Bank, N.A. 0.15% Add +13.9% 7,239 $4.2M
TFB Advisors LLC 2.19% Reduce -26.3% 7,233 $4.2M
Retirement Investment Advisors, Inc. 0.34% Add +0.5% 6,792 $4.2M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 3.16% Add +0.9% 7,222 $4.2M
Marble Wealth, LLC 0.73% Reduce -5.3% 7,213 $4.2M
Kanawha Capital Management LLC 0.29% Add +8.7% 7,208 $4.2M
Marco Investment Management LLC 0.31% Add +0.5% 7,205 $4.2M
Sassicaia Capital Advisers LLC 4.68% Reduce -44.2% 7,200 $4.2M
Roger Wittlin Investment Advisory, LLC 3.39% Reduce -16.0% 7,188 $4.1M
Empire Life Investments Inc. 0.25% Reduce -7.8% 7,100 $4.1M
Cornerstone Wealth Group, LLC 0.27% Reduce -35.7% 6,414 $4.1M
Kapstone Financial Advisors LLC 2.02% Add +1.3% 7,158 $4.1M
Hantz Financial Services, Inc. 0.06% Add +9.3% 7,146 $4.1M
Journey Advisory Group, LLC 0.35% Reduce -4.4% 7,141 $4.1M
Bayview Asset Management, LLC 3.44% New 7,140 $4.1M
Plancorp, LLC 0.12% Add +7.7% 6,736 $4.1M
Hutchens & Kramer Investment Management Group, LLC 1.30% Add +29.1% 7,105 $4.1M
Trust Co 0.38% Add +3.6% 7,088 $4.1M
Strategic Family Wealth Counselors, L.L.C. 1.07% Add +7.5% 7,088 $4.1M
Wallace Hart LLC 5.63% Reduce -90.9% 7,082 $4.1M
JTC Employer Solutions Trustee Ltd 0.34% Reduce -44.3% 7,077 $4.1M
Clayton Financial Group LLC 2.09% Add +0.1% 7,051 $4.1M
Coastal Bridge Advisors, LLC 0.29% Reduce -0.0% 7,024 $4.1M
Fifth Third Wealth Advisors LLC 0.14% Reduce -5.8% 7,020 $4.1M
Ellerson Group Inc. 2.65% Reduce -0.8% 7,019 $4.1M
Petix & Botte Co 1.81% Reduce -50.2% 6,997 $4.0M
Castle Wealth Management LLC 1.31% Reduce -1.0% 6,991 $4.0M
Frisch Financial Group, Inc. 0.84% Add +0.9% 6,988 $4.0M
Fiduciary Wealth Partners, LLC 2.64% Add +8.3% 6,982 $4.0M
Evolve Private Wealth, LLC 0.22% Reduce -20.9% 6,979 $4.0M
Paladin Advisory Group, LLC 3.06% Reduce -3.6% 6,979 $4.0M
Yanni & Associates Investment Advisors, LLC 4.17% Reduce -0.3% 6,971 $4.0M
Sterling Financial Planning, Inc. 1.19% Reduce -0.9% 6,969 $4.0M
Clark Financial Services Group Inc. 2.22% Reduce -1.7% 6,967 $4.0M
Opinicus Capital, Inc. 2.83% Reduce -0.8% 6,955 $4.0M
Elm3 Financial Group, LLC 3.39% Reduce -0.5% 6,945 $4.0M
Noked Israel Ltd 0.59% No change 6,940 $4.0M
Byrne Financial Freedom, LLC 1.92% Add +1.4% 6,938 $4.0M
Wisconsin Wealth Advisors, LLC 3.94% Add +1.6% 6,935 $4.0M
Aberdeen Group plc 0.01% Add +32.3% 6,934 $4.0M
Second Half Financial Partners, LLC 1.79% Add +0.6% 6,901 $4.0M
Florida Trust Wealth Management Co 0.11% Add +0.2% 6,872 $4.0M
Cyndeo Wealth Partners, LLC 0.21% Add +2.7% 6,867 $4.0M
Ironwood Financial, llc 0.69% Reduce -0.1% 6,859 $4.0M
Tactive Advisors, LLC 1.11% Reduce -18.6% 6,847 $4.0M
Manske Wealth Management 1.10% Add +13.1% 6,828 $3.9M
Clear Harbor Asset Management, LLC 0.27% Add +7.3% 6,814 $3.9M
Capital Wealth Alliance, LLC 1.78% Reduce -30.9% 6,817 $3.9M
Codex Capital Asset Management L.L.C. 1.51% No change 6,780 $3.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.11% Add +4.9% 6,776 $3.9M
Prism Advisors, Inc. 1.04% Reduce -0.1% 6,772 $3.9M
Merkkuri Wealth Advisors LLC 2.59% Reduce -6.1% 6,767 $3.9M
Harmony Asset Management LLC 1.19% Reduce -9.2% 6,749 $3.9M
Optima Capital LLC 1.81% Add +26.4% 6,747 $3.9M
Game Plan Financial Advisors, LLC 1.81% Reduce -13.7% 6,744 $3.9M
Three Seasons Wealth, LLC 1.48% Reduce -62.7% 6,739 $3.9M
CWA Asset Management Group, LLC 0.13% Add +5.5% 6,732 $3.9M
NorthStar Asset Management LLC 1.88% Reduce -4.5% 6,732 $3.9M
LBMC Investment Advisors, LLC 0.24% Add +5.2% 6,703 $3.9M
Addison Capital Co 0.69% Add +16.4% 6,695 $3.9M
Optimist Retirement Group LLC 1.70% Add +0.1% 6,684 $3.9M
Adirondack Capital Advisors, LLC 2.48% Add +6.1% 6,681 $3.9M
Parkside Financial Bank & Trust 0.30% Add +9.6% 6,672 $3.9M
USA Financial Formulas 0.72% Reduce -93.7% 6,655 $3.8M
Beaton Management Co. Inc. 1.70% Reduce -1.5% 6,615 $3.8M
Argent Trust Co 0.13% Reduce -0.3% 6,610 $3.8M
Hardy Reed LLC 0.28% No change 6,605 $3.8M
Peddock Capital Advisors, LLC 0.84% Add +1.3% 6,580 $3.8M
Brandywine Oak Private Wealth LLC 0.32% Add +6.9% 6,578 $3.8M
Diversified Enterprises, LLC 0.21% Reduce -2.4% 6,560 $3.8M
QRG Capital Management, Inc. 0.04% Add +4.3% 6,556 $3.8M
BCS Wealth Management 0.77% Reduce -51.7% 6,555 $3.8M
Sykon Capital LLC 1.26% Reduce -66.7% 6,547 $3.8M
Highline Wealth Partners LLC 0.97% Add +9.9% 6,543 $3.8M
Delta Investment Management, LLC 0.67% Reduce -48.5% 6,508 $3.8M
Drexel Morgan & Co. 0.55% Reduce -5.8% 6,500 $3.8M
Burke & Herbert Bank & Trust Co. 1.04% Add +0.8% 6,495 $3.7M
Jain Global LLC 0.05% New 6,477 $3.7M
BIP Wealth, LLC 0.15% Add +20.9% 6,461 $3.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% No change 6,097 $3.7M
Affinity Capital Advisors, LLC 0.52% Add +7.3% 6,452 $3.7M
BankPlus Trust Department 0.99% Reduce -8.3% 6,449 $3.7M
Silverlake Wealth Management LLC 0.79% Reduce -7.1% 6,447 $3.7M
Evelyn Partners Investment Management LLP 0.10% No change 6,435 $3.7M
Oxford Financial Group, LTD. LLC 0.20% Add +0.9% 6,417 $3.7M
Sollinda Capital Management LLC 0.90% Add +742.6% 6,404 $3.7M
Investment Advisory Group, LLC 0.94% Add +3.9% 6,399 $3.7M
Abound Wealth Management 0.84% Reduce -4.2% 6,398 $3.7M
Keewaydin Investments LLC 1.16% Add +4.5% 6,379 $3.7M
SageView Advisory Group, LLC 0.13% Reduce -13.6% 6,368 $3.7M
Michels Family Financial, LLC 2.65% Add +4.8% 6,367 $3.7M
Spartan Wealth Advisory Services LLC 0.32% — 6,367 $3.7M
River Wealth Advisors LLC 0.42% Reduce -0.8% 6,367 $3.7M
Essex Bank 0.81% Reduce -5.7% 6,342 $3.7M
Benedict Financial Advisors Inc. 0.76% Reduce -0.4% 6,340 $3.7M
Foguth Wealth Management, LLC. 0.42% Reduce -8.4% 4,934 $3.6M
Fortress Financial Group, LLC 2.69% Add +0.9% 6,304 $3.6M
Howard Capital Management Group, LLC 0.24% Reduce -0.2% 6,300 $3.6M
Forum Financial Management, LP 0.05% Add +4.7% 6,298 $3.6M
Aviance Capital Partners, LLC 0.43% Reduce -0.4% 6,295 $3.6M
Clark Capital Management Group, Inc. 0.02% Add +34.9% 6,283 $3.6M
Salem Investment Counselors Inc. 0.11% Reduce -1.1% 6,278 $3.6M
Rakuten Securities, Inc. 1.50% Add +11.4% 6,259 $3.6M
Verdence Capital Advisors LLC 0.21% Reduce -8.5% 6,249 $3.6M
True Freedom Investing, LLC 0.28% Reduce -80.9% 6,236 $3.6M
SlateStone Wealth, LLC 0.30% Add +7.8% 6,229 $3.6M
GM Advisory Group, LLC 0.14% Reduce -5.7% 6,228 $3.6M
Keystone Financial Services, LLC 2.42% Add +2.5% 6,227 $3.6M
N.E.W. Advisory Services LLC 0.27% Reduce -2.6% 6,225 $3.6M
Asset Advisory Group, Inc. 1.80% Reduce -0.0% 6,219 $3.6M
Redwood Family Wealth LLC 3.51% Reduce -3.8% 6,206 $3.6M
Mitchell McLeod Pugh & Williams Inc. 0.53% Add +3.5% 6,204 $3.6M
Oakmont Advisory Group, LLC 3.64% Add +17.4% 6,199 $3.6M
Inscription Capital, LLC 0.37% Add +6.2% 6,177 $3.6M
LOM Asset Management Ltd 1.02% Reduce -0.5% 6,174 $3.6M
Smartleaf Asset Management LLC 0.13% Add +4.7% 6,372 $3.6M
Pacific Sun Financial Corp 1.72% Add +4.1% 6,163 $3.6M
Weil Company, Inc. 0.80% Reduce -0.7% 6,150 $3.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.32% New 6,148 $3.5M
SoundView Advisors Inc. 1.26% Reduce -4.1% 6,139 $3.5M
Vines Capital Management, LLC 3.51% Reduce -0.5% 6,138 $3.5M
Baker Ellis Asset Management LLC 0.42% Reduce -0.8% 6,134 $3.5M
Hayek Kallen Investment Management 1.15% New 6,120 $3.5M
Wellington-Altus USA Inc. 2.08% Add +38.1% 4,787 $3.5M
Cardinal Point Capital Management ULC 0.22% Add +13.9% 6,095 $3.5M
Cornerstone Planning, LLC 0.79% Add +4440.5% 117,373 $3.5M
Johnson Financial Group, LLC 0.23% Add +7.6% 6,077 $3.5M
Curi Capital, LLC 0.06% Add +32.3% 6,058 $3.5M
Winter & Associates, Inc. 3.06% Reduce -1.9% 5,941 $3.5M
West Bancorporation Inc. 1.74% No change 6,051 $3.5M
Cloud Capital Management, LLC 1.52% Add +26.6% 6,034 $3.5M
Mayflower Financial Advisors, LLC 0.42% Add +1.5% 6,027 $3.5M
Unique Wealth Strategies, LLC 1.42% Add +0.6% 6,027 $3.5M
Simon Quick Advisors, LLC 0.16% Add +0.5% 6,025 $3.5M
WealthTrust Asset Management, LLC 2.07% Add +18.1% 6,020 $3.5M
MOR Wealth Management, LLC 1.59% No change 6,010 $3.5M
West Michigan Advisors, LLC 0.76% Add +39.2% 6,007 $3.5M
Fortress Private Ledger, LLC 1.08% Add +59.3% 5,990 $3.5M
Bright Financial Advisors, Inc. 1.58% Add +0.6% 5,984 $3.5M
OxenFree Capital LLC 1.67% Reduce -9.4% 5,417 $3.5M
Cora Capital Advisors LLC 1.14% Reduce -1.1% 5,968 $3.4M
Tanglewood Legacy Advisors, LLC 1.24% Add +3.9% 5,955 $3.4M
Cascade Financial Partners, LLC 0.35% Add +0.1% 5,936 $3.4M
Adamsbrown Wealth Consultants LLC 0.90% Reduce -4.0% 5,931 $3.4M
Marmo Financial Group, LLC 1.69% Add +2.3% 5,915 $3.4M
Transcendent Capital Group LLC 1.55% Reduce -37.5% 5,898 $3.4M
Fishman Jay A Ltd. 0.30% Reduce -2.0% 5,897 $3.4M
First Citizens Bank & Trust Co. 0.07% Reduce -0.7% 5,882 $3.4M
Milestone Asset Management, LLC 0.62% Reduce -71.5% 5,859 $3.4M
Kraft, Davis & Associates, LLC 0.72% Reduce -3.8% 5,066 $3.4M
Private Capital Advisors, Inc. 0.39% Add +0.9% 5,840 $3.4M
Asset Dedication, LLC 0.24% Add +8.6% 5,837 $3.4M
Headlands Technologies LLC 0.38% New 5,826 $3.4M
DUTCH ASSET Corp 2.26% Add +1.2% 5,821 $3.4M
PlanVest Financial, Inc 2.55% — 5,819 $3.4M
Pursue Wealth Partners LLC 2.01% Reduce -15.8% 5,817 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Reduce -6.4% 5,815 $3.4M
Valley National Advisers Inc. 0.43% Add +1.4% 5,792 $3.3M
Hilltop National Bank 0.79% Reduce -0.4% 5,784 $3.3M
Solidarity Wealth, LLC 0.64% Add +23.0% 5,773 $3.3M
Midwest Professional Planners, LTD. 0.78% Add +6.0% 5,773 $3.3M
Clear Wave Wealth Management LLC 0.85% — 5,766 $3.3M
Cladis Investment Advisory, LLC 1.83% Reduce -3.4% 5,761 $3.3M
Coquina Private Wealth LLC 2.67% Reduce -9.0% 5,755 $3.3M
Fischer Investment Strategies, LLC 1.94% Reduce -25.5% 5,753 $3.3M
EJMK Ventures LLC 1.85% Reduce -7.2% 5,749 $3.3M
Naples Global Advisors, LLC 0.24% Add +0.6% 5,746 $3.3M
ORBA Wealth Advisors, L.L.C. 3.95% Reduce -10.7% 5,738 $3.3M
Sage Investment Advisers LLC 2.45% Add +2.7% 5,659 $3.3M
Altfest L J & Co. Inc. 0.35% Add +0.1% 5,722 $3.3M
Keudell/Morrison Wealth Management 0.67% Reduce -8.9% 5,706 $3.3M
Appalachian Capital Management Ltd 2.63% Add +1.8% 5,690 $3.3M
First Foundation Advisors 0.13% Reduce -10.9% 5,669 $3.3M
Kingstone Capital Partners Texas, LLC 2.01% Reduce -0.2% 5,664 $3.3M
HF Advisory Group, LLC 1.11% Reduce -1.2% 5,662 $3.3M
Silver Grove Financial Group, Inc. 2.62% Add +0.1% 5,653 $3.3M
South Shore Capital Advisors 2.38% Add +2.5% 6,108 $3.3M
Alta Wealth Advisors LLC 1.05% Reduce -4.1% 5,628 $3.2M
Dopkins Wealth Management, LLC 1.30% Add +5.0% 5,619 $3.2M
Catalyst Capital Advisors LLC 0.06% Reduce -45.4% 5,608 $3.2M
Panoramic Investment Advisors, LLC 1.74% Add +0.4% 5,590 $3.2M
Smith Thornton Advisors LLC 1.62% Add +2.3% 5,590 $3.2M
Fischer Financial Services, Inc. 1.08% Reduce -81.2% 5,586 $3.2M
Aster Capital Management (DIFC) Ltd 1.05% New 6,874 $3.2M
Compass Financial Group, INC 0.45% Reduce -0.8% 5,571 $3.2M
Financial Management Network Inc. 0.49% Reduce -2.1% 5,257 $3.2M
Fiduciary Trust Co 0.04% Reduce -1.2% 5,555 $3.2M
Kane Investment Management, Inc. 1.64% Reduce -0.9% 5,538 $3.2M
Raab & Moskowitz Asset Management LLC 0.71% Add +1.3% 5,529 $3.2M
Buck Wealth Strategies, LLC 0.39% Reduce -16.4% 5,524 $3.2M
Reality Financial Planning Services, LLC 3.07% Reduce -3.4% 5,513 $3.2M
FSM Wealth Advisors, LLC 0.41% Reduce -7.6% 5,511 $3.2M
Wagner Wealth Management, LLC 0.64% Add +1.3% 5,503 $3.2M
Confluence Wealth Services, Inc. 0.12% Reduce -1.8% 5,443 $3.1M
GAMMA Investing LLC 0.15% Reduce -9.1% 5,441 $3.1M
Purkiss Capital Advisors LLC 1.38% Add +6.1% 5,441 $3.1M
Mattern Capital Management, LLC 0.38% Reduce -8.1% 5,431 $3.1M
Kelleher Financial Advisors 0.80% Reduce -23.5% 5,512 $3.1M
Private Wealth Asset Management, LLC 0.33% Reduce -4.9% 5,425 $3.1M
Yarger Wealth Strategies, LLC 1.27% Reduce -6.1% 5,415 $3.1M
Smith Salley Wealth Management 0.16% Reduce -12.7% 5,378 $3.1M
Aspen Capital Management, LLC 0.77% Add +0.9% 5,376 $3.1M
OneAscent Financial Services LLC 0.17% Add +34.3% 5,361 $3.1M
Kesler, Norman & Wride, LLC 0.53% No change 5,357 $3.1M
Facet Wealth, Inc. 0.05% Add +10.0% 5,357 $3.1M
71 West Capital Partners 0.14% Add +6.0% 5,355 $3.1M
Veridan Wealth LLC 1.16% Add +2.6% 5,345 $3.1M
Texas Capital Bank Wealth Management Services Inc 0.18% Reduce -1.3% 5,344 $3.1M
BBR Partners, LLC 0.17% Add +30.9% 5,341 $3.1M
Bluespring Wealth Management, LLC 0.27% Add +0.4% 5,332 $3.1M
Red Crane Wealth Management, LLC 2.53% Reduce -0.2% 5,330 $3.1M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -3.9% 5,320 $3.1M
Castleark Management LLC 0.10% No change 5,320 $3.1M
Barnes Wealth Management Group, Inc 1.56% Reduce -0.6% 5,317 $3.1M
Tranquilli Financial Advisor LLC 1.79% Reduce -1.1% 5,316 $3.1M
Regatta Capital Group, LLC 0.46% Reduce -12.9% 5,315 $3.1M
Bulltick Wealth Management, LLC 0.68% Reduce -86.0% 5,308 $3.1M
CWC Advisors, LLC. 1.46% Add +1.1% 5,297 $3.1M
Alterna Wealth Management, Inc. 2.31% Add +7.8% 5,291 $3.1M
Private Wealth Group, LLC 1.42% Reduce -1.2% 5,263 $3.0M
Toth Financial Advisory Corp. 0.33% Reduce -8.6% 5,250 $3.0M
Fairscale Capital, LLC 2.09% Add +0.8% 5,246 $3.0M
Ballew Advisors, Inc 1.71% Add +0.0% 4,961 $3.0M
Carl P. Sherr & Co., LLC 1.42% No change 5,240 $3.0M
Tidemark, LLC 0.77% Add +0.9% 5,234 $3.0M
TCI Wealth Advisors, Inc. 0.16% New 5,219 $3.0M
Northwest Financial Advisors 5.79% Add +0.7% 5,197 $3.0M
Columbia River Financial Group, LLC 1.74% Add +4.1% 5,197 $3.0M
Accredited Investors Inc. 0.16% Add +16.0% 5,183 $3.0M
Attestor Capital Ltd 0.79% No change 5,354 $3.0M
Ameriflex Group, Inc. 1.51% Add +10.0% 5,153 $3.0M
Capital Planning Advisors, LLC 0.43% Reduce -0.2% 5,132 $3.0M
Asset Allocation & Management Company, LLC 1.11% Add +18.9% 5,130 $3.0M
Tandem Investment Partners LLC 2.51% Reduce -2.4% 5,127 $3.0M
Keebeck Wealth Management 0.33% Reduce -24.4% 5,126 $3.0M
Dorato Capital Management 2.18% Reduce -5.2% 4,880 $3.0M
Patron Partners, LLC 1.30% Reduce -3.4% 5,111 $3.0M
FC Advisory LLC 0.86% Add +0.1% 5,107 $2.9M
IMG Wealth Management, Inc. 1.88% Reduce -10.0% 5,103 $2.9M
Compass Financial Services Inc 1.27% Add +0.1% 5,086 $2.9M
Camarda Financial Advisors, LLC 1.54% Reduce -56.2% 5,084 $2.9M
FAS Wealth Partners, Inc. 0.18% Add +53.5% 5,084 $2.9M
Van Hulzen Asset Management, LLC 0.22% Add +3.3% 5,073 $2.9M
Noble Wealth Management PBC 1.50% Reduce -5.9% 5,071 $2.9M
Mirador Capital Partners LP 0.41% Reduce -0.5% 5,067 $2.9M
Bernard Wealth Management Corp. 1.25% Reduce -36.6% 5,062 $2.9M
Value Investment Professionals, LLC 6.46% Reduce -4.2% 5,061 $2.9M
Lavaca Capital LLC 0.54% Reduce -5.6% 5,050 $2.9M
Helium Advisors LLC 2.78% Add +14.9% 5,043 $2.9M
Waters Parkerson & Co., LLC 0.15% Reduce -6.3% 5,038 $2.9M
Denver Wealth Management, Inc. 1.00% Reduce -3.1% 5,036 $2.9M
SP Asset Management LLC 0.26% Reduce -7.2% 5,034 $2.9M
Investmark Advisory Group LLC 1.24% Reduce -6.0% 5,031 $2.9M
Allie Family Office LLC 1.26% Add +37.0% 5,028 $2.9M
Summit Asset Management, LLC 0.40% Add +1.1% 5,025 $2.9M
Valor Advisors LLC 2.44% No change 4,716 $2.9M
Global Wealth Strategies & Associates 0.71% Reduce -2.1% 5,019 $2.9M
One Day In July LLC 0.23% Add +1.0% 5,018 $2.9M
Exit Wealth Advisors, LLC. 1.49% Reduce -24.7% 5,013 $2.9M
Wbi Investments, LLC 0.80% Reduce -52.4% 5,008 $2.9M
Millington Securities, LLC 0.80% — 5,008 $2.9M
Madison Park Capital Advisors, LLC 2.27% Add +2.1% 5,000 $2.9M
Spruce Point Capital Management, LLC 3.86% Reduce -64.3% 5,000 $2.9M
Glaxis Capital Management, LLC 3.61% New 5,000 $2.9M
GGM Financial LLC 1.33% Reduce -0.4% 4,996 $2.9M
Pearl Planning LLC 1.54% Reduce -0.3% 4,990 $2.9M
Westwood Wealth Management 1.13% Add +26.7% 4,985 $2.9M
Intesa Sanpaolo Wealth Management 0.70% Add +11.1% 4,980 $2.9M
Fortitude Family Office, LLC 0.65% Reduce -48.9% 4,979 $2.9M
First Community Trust NA 2.12% Add +505.5% 4,971 $2.9M
CVFG LLC 0.36% Add +21.6% 4,956 $2.9M
Charles Schwab Trust Co 0.18% Add +0.8% 4,943 $2.9M
Dash Acquisitions Inc. 0.59% Add +1.9% 4,405 $2.8M
Performance Wealth Partners, LLC 0.08% Reduce -4.1% 4,924 $2.8M
King Luther Capital Management Corp. 0.01% Add +10.1% 4,909 $2.8M
Intrua Financial, LLC 0.30% Add +2.1% 4,903 $2.8M
CMT Capital Markets Trading GmbH 1.31% Add +191.1% 4,893 $2.8M
M1 Capital Management LLC 1.30% Reduce -58.6% 4,888 $2.8M
Stablepoint Partners, LLC 0.42% Add +10.4% 4,887 $2.8M
Prospera Capital Management, LLC 1.41% No change 4,884 $2.8M
1ST Source Bank 0.15% Reduce -2.5% 4,875 $2.8M
Curran Financial Partners, LLC 0.50% Add +19.6% 4,868 $2.8M
Rinkey Investments 0.72% Add +5.6% 4,858 $2.8M
Bank of Marin 2.05% Add +2.1% 4,857 $2.8M
Sequent Planning LLC 0.68% Add +1.4% 4,847 $2.8M
Selective Wealth Management, Inc. 0.83% Reduce -6.5% 4,211 $2.8M
Westfuller Advisors, LLC 1.20% Reduce -15.3% 4,816 $2.8M
Lazard Freres Gestion S.A.S. 0.05% Add +12.1% 4,802 $2.8M
Hunting Hill Global Capital, LLC 3.31% New 4,800 $2.8M
Oribel Capital Management, LP 0.42% Add +11.6% 4,800 $2.8M
Symphony Financial Services, Inc. 1.42% Add +0.8% 4,794 $2.8M
Carroll Advisory Group, LLC 1.07% Reduce -6.3% 4,789 $2.8M
Wellspring Financial Advisors, LLC 0.21% Reduce -0.0% 1,436,888 $2.8M
Crusonia Wealth Advisors LLC 0.57% Reduce -1.3% 4,779 $2.8M
Intrepid Capital Management Inc. 1.30% Add +0.4% 4,772 $2.8M
Benchmark Financial Wealth Advisors, LLC 0.76% Reduce -7.8% 4,755 $2.7M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -1.8% 4,069 $2.7M
Physician Wealth Advisors, Inc. 0.38% Add +2.1% 4,742 $2.7M
Chapin Davis, Inc. 0.61% Reduce -6.1% 4,741 $2.7M
Venturi Wealth Management, LLC 0.12% Reduce -1.9% 4,721 $2.7M
Ballast Rock Private Wealth LLC 1.50% Add +3.4% 4,712 $2.7M
Moss Adams Wealth Advisors LLC 0.20% Reduce -1.4% 4,711 $2.7M
STAR Financial Bank 1.28% Reduce -12.1% 4,704 $2.7M
Cahill Financial Advisors Inc. 0.29% Reduce -4.0% 4,692 $2.7M
Rainier Family Wealth Inc. 1.81% Reduce -42.2% 4,682 $2.7M
Advisor OS, LLC 0.20% Add +24.3% 4,678 $2.7M
Farrow Financial, Inc. 1.53% Add +0.1% 4,676 $2.7M
Kestra Investment Management, LLC 0.05% Add +8.5% 4,655 $2.7M
Revolve Wealth Partners, LLC 0.35% Add +20.8% 4,640 $2.7M
Bleichroeder LP 0.46% No change 4,640 $2.7M
Boreal Capital Management LLC 2.59% Reduce -25.2% 4,639 $2.7M
Perennial Advisors, LLC 0.46% Add +3.0% 4,629 $2.7M
Pinnacle Bancorp, Inc. 0.79% No change 4,626 $2.7M
North Capital, Inc. 2.26% Add +1.4% 4,621 $2.7M
Samalin Investment Counsel, LLC 0.95% Reduce -2.8% 4,618 $2.7M
Breakwater Capital Group 0.36% Add +76.9% 4,611 $2.7M
1832 Asset Management L.P. 0.00% Add +21.5% 4,600 $2.7M
Fort Washington Investment Advisors Inc. 0.01% Reduce -5.2% 4,598 $2.7M
Alpha Capital Advisors Inc. 2.52% Reduce -2.1% 4,586 $2.6M
BLVD Private Wealth, LLC 2.30% Reduce -4.4% 4,579 $2.6M
SLT Holdings LLC 1.87% Add +2.7% 4,575 $2.6M
Higgins & Schmidt Wealth Strategies LLC 1.21% Reduce -14.4% 4,573 $2.6M
First Commonwealth Financial Corp 0.42% Add +2.0% 4,560 $2.6M
Intentional Wealth Strategies, LLC 2.44% — 4,542 $2.6M
Thompson Siegel & Walmsley LLC 0.05% New 4,541 $2.6M
Kaizen Financial Strategies 1.11% Add +1.2% 4,076 $2.6M
Kentucky Trust Co 1.37% Add +0.8% 4,520 $2.6M
First Growth Capital LLC 2.37% Reduce -0.8% 4,464 $2.6M
Linscomb Wealth, Inc. 0.12% Reduce -44.3% 4,519 $2.6M
Oxbow Advisors, LLC 0.22% Add +6.9% 4,517 $2.6M
Mainsail Financial Group, LLC 1.09% Add +1.0% 4,515 $2.6M
Hourglass Capital, LLC 0.54% New 4,511 $2.6M
Massachusetts Wealth Management 1.13% Reduce -6.2% 4,499 $2.6M
Granite Bay Wealth Management, LLC 0.55% Add +15.1% 4,472 $2.6M
NWK Group, Inc. 0.99% Reduce -2.3% 4,450 $2.6M
Lauterbach Financial Advisors, LLC 1.25% Reduce -13.6% 4,438 $2.6M
Stonebridge Financial Group, LLC 0.21% Add +0.4% 4,437 $2.6M
Welch Group, LLC 0.10% Add +2.4% 4,426 $2.6M
Coastline Complete Wealth LLC 1.58% Reduce -77.2% 4,422 $2.6M
First Citizens Financial Corp 1.20% Reduce -14.0% 4,416 $2.5M
Balentine LLC 0.10% Add +1.9% 4,414 $2.5M
Henderson Brothers Financial Partners, LLC 0.64% — 4,410 $2.5M
Jones Kertz & Associates, Inc. 1.35% Reduce -2.9% 4,409 $2.5M
Elevated Capital Advisors, LLC 0.64% Reduce -0.2% 4,400 $2.5M
Endeavor Private Wealth, Inc. 0.73% Reduce -21.0% 4,399 $2.5M
Midwestern Financial, LLC 1.99% Add +0.1% 4,390 $2.5M
McClarren Financial Advisors, Inc. 1.50% Reduce -40.7% 4,385 $2.5M
Security National Bank 0.37% Add +34.6% 4,383 $2.5M
RCW Management, LLC 2.59% Reduce -5.6% 4,382 $2.5M
GatePass Capital, LLC 1.25% Add +19.1% 4,369 $2.5M
Plante Moran Financial Advisors, LLC 0.16% Add +7.6% 4,367 $2.5M
Hummer Financial Advisory Services Inc 1.78% Add +0.4% 4,366 $2.5M
Opulen Financial Group LLC 1.76% Reduce -3.0% 4,342 $2.5M
FWL Investment Management, LLC 0.55% Reduce -1.9% 4,339 $2.5M
J. L. Bainbridge & Co., Inc. 0.23% Add +0.4% 4,338 $2.5M
Wellington Shields & Co., LLC 0.64% Add +2.7% 4,329 $2.5M
Brookwood Investment Group LLC 0.32% Reduce -13.4% 4,327 $2.5M
New England Asset Management Inc. 0.33% No change 4,327 $2.5M
Flavin Financial Services, Inc. 1.68% Add +2.4% 4,327 $2.5M
MSH Capital Advisors LLC 0.53% Reduce -0.6% 4,324 $2.5M
Gilliland Jeter Wealth Management LLC 0.74% Add +19.4% 4,324 $2.5M
Tranquility Partners, LLC 0.94% Add +4.6% 4,234 $2.5M
Saxon Interests, Inc. 0.86% Add +3.2% 4,313 $2.5M
Aspirean Wealth, LLC 2.70% Reduce -10.0% 4,312 $2.5M
Nalls Sherbakoff Group, LLC 1.83% Add +8.7% 4,310 $2.5M
Acropolis Investment Management, LLC 0.11% Add +0.1% 4,309 $2.5M
LFA - Lugano Financial Advisors SA 1.26% Reduce -7.2% 4,302 $2.5M
Fairview Capital Investment Management, LLC 0.13% Add +22.6% 4,302 $2.5M
Pathway Financial Advisors LLC 0.31% Add +0.5% 4,227 $2.5M
Peoples Bank 2.47% Reduce -3.3% 4,259 $2.5M
Yelin Lapidot Holdings Management Ltd. 0.51% No change 4,238 $2.4M
Brooklyn Investment Group 0.08% Add +78.2% 4,235 $2.4M
Summit Wealth Group LLC / Co. 0.26% Add +7.1% 4,231 $2.4M
Independent Solutions Wealth Management, LLC 0.36% New 4,218 $2.4M
Fort Point Capital Partners LLC 0.32% Add +0.2% 4,207 $2.4M
Investment Partners Asset Management, Inc. 1.50% Reduce -0.8% 4,203 $2.4M
Boothbay Fund Management, LLC 0.06% Add +222.1% 4,200 $2.4M
Interval Partners, LP 0.08% Reduce -59.1% 4,196 $2.4M
Christensen, King & Associates Investment Services, Inc. 1.04% Reduce -2.2% 4,195 $2.4M
Total Clarity Wealth Management, Inc. 0.57% Reduce -1.9% 4,189 $2.4M
Tower Wealth Partners, Inc. 1.33% Add +1.0% 4,182 $2.4M
Insight Wealth Strategies, LLC 0.27% Reduce -1.9% 4,182 $2.4M
Infinity Wealth Counsel, LLC 2.22% Add +0.4% 4,180 $2.4M
UMB Bank, n.a. 0.03% Reduce -0.9% 4,180 $2.4M
WealthShield Partners, LLC 0.27% Add +5.0% 4,179 $2.4M
Sierra Summit Advisors LLC 0.35% Add +3.5% 4,169 $2.4M
Awm Capital, LLC 0.22% Reduce -0.7% 4,166 $2.4M
Pinnacle Wealth Planning Services, Inc. 0.25% Reduce -2.1% 4,166 $2.4M
Semus Wealth Partners LLC 1.34% Add +0.7% 4,160 $2.4M
Weatherly Asset Management L. P. 0.19% Reduce -0.4% 4,135 $2.4M
Dock Street Asset Management Inc. 0.25% Add +7.6% 4,126 $2.4M
Sawgrass Asset Management LLC 0.36% Reduce -28.4% 4,123 $2.4M
Vanguard Advisers Inc. 0.01% — 4,113 $2.4M
Dagco, Inc. 0.51% Add +16.6% 4,112 $2.4M
Xcel Wealth Management, LLC 0.67% Add +20.4% 4,110 $2.4M
Investors Asset Management of Georgia Inc. /Ga/ 0.97% Add +3.1% 4,110 $2.4M
Narus Financial Partners, LLC 0.62% No change 4,104 $2.4M
ZEGA Investments, LLC 0.45% Add +199.8% 4,104 $2.4M
United Advisor Group, LLC 0.29% Reduce -2.4% 4,102 $2.4M
Atlas Brown,Inc. 0.71% Reduce -0.2% 4,090 $2.4M
Mosaic Family Wealth Partners, LLC 0.24% Add +219.6% 4,088 $2.4M
Geneva Partners, LLC 1.13% Reduce -20.9% 4,079 $2.4M
United Asset Strategies, Inc. 0.19% Reduce -0.7% 4,059 $2.3M
Eclectic Associates Inc. 0.31% Reduce -9.0% 4,059 $2.3M
Heritage Investors Management Corp. 0.07% Add +0.5% 4,057 $2.3M
McDonald Partners LLC 0.55% Reduce -0.1% 4,051 $2.3M
Mindset Wealth Management, LLC 0.63% Add +0.1% 4,049 $2.3M
LWM Advisory Services, LLC 2.49% Reduce -21.6% 4,047 $2.3M
Tritonpoint Wealth, LLC 0.25% Reduce -2.6% 4,044 $2.3M
Patten & Patten Inc. 0.14% Reduce -5.1% 4,037 $2.3M
PMV Capital Advisers, LLC 3.93% Reduce -1.7% 4,036 $2.3M
Optivise Advisory Services LLC 1.41% Add +3.6% 4,031 $2.3M
Left Brain Wealth Management, LLC 0.91% New 4,026 $2.3M
McAdam, LLC 0.10% Add +10.9% 4,025 $2.3M
Surience Private Wealth LLC 2.49% Add +560.6% 4,023 $2.3M
WealthPlan Investment Management, LLC 0.13% Add +49.8% 4,014 $2.3M
Net Worth Advisory Group 0.48% Reduce -2.0% 4,008 $2.3M
Viewpoint Capital Management LLC 1.08% Add +6.4% 4,005 $2.3M
Bluefin Capital Management, LLC 2.70% Reduce -91.1% 4,000 $2.3M
Resonant Capital Advisors, LLC 0.12% No change 4,000 $2.3M
Bramshill Investments, LLC 0.20% Reduce -57.9% 3,996 $2.3M
Chevy Chase Trust Holdings, LLC 0.01% Add +12.9% 3,992 $2.3M
Carter Financial Group, INC. 1.42% Reduce -0.3% 3,977 $2.3M
CFS Investment Advisory Services, LLC 0.16% Reduce -2.2% 3,535 $2.3M
River Street Advisors LLC 0.77% Add +0.1% 3,945 $2.3M
Platform Technology Partners 0.44% Reduce -5.8% 3,931 $2.3M
Stembrook Asset Management, LLC 2.22% Add +1.1% 3,928 $2.3M
Valtinson Bruner Financial Planning LLC 0.62% Reduce -3.8% 3,912 $2.3M
Fortitude Financial, LLC 1.19% Add +0.1% 3,910 $2.3M
Cannell & Spears LLC 0.04% Add +14.9% 3,903 $2.3M
BOK Financial Private Wealth, Inc. 0.14% Add +59.4% 3,903 $2.3M
Seeds Investor LLC 0.31% Add +11.3% 3,581 $2.3M
Ping Capital Management, Inc. 0.87% Reduce -73.1% 3,900 $2.3M
Union Savings Bank 0.99% Add +3.3% 3,898 $2.2M
Beacon Bridge Wealth Partners, LLC 0.75% Add +1.4% 3,896 $2.2M
Patrick M Sweeney & Associates, Inc. 1.44% Reduce -0.3% 3,895 $2.2M
Innova Wealth Partners 1.07% Reduce -18.5% 3,893 $2.2M
Meridian Wealth Advisors, LLC 0.30% Add +8.0% 3,886 $2.2M
NBZ Investment Advisors LLC 0.98% Add +0.6% 3,878 $2.2M
Cypress Asset Management Inc. 0.52% Reduce -5.8% 3,864 $2.2M
Uhlmann Price Securities, LLC 0.15% Add +1.8% 3,862 $2.2M
Clear Trail Advisors, LLC 0.37% Reduce -4.0% 3,859 $2.2M
Websterrogers Financial Advisors, LLC 0.64% Add +2.3% 3,858 $2.2M
Lionshead Wealth Management, LLC 1.64% Reduce -2.0% 3,857 $2.2M
Gryphon Financial Partners LLC 0.23% Add +2.0% 3,846 $2.2M
Waldron Private Wealth LLC 0.09% Add +4.5% 3,841 $2.2M
Davis Investment Partners, LLC 0.78% Add +0.0% 3,833 $2.2M
Hegarty Advisors, LLC 1.74% New 3,832 $2.2M
Huntington National Bank 0.02% New 3,831 $2.2M
American Money Management, LLC 0.35% Reduce -2.2% 3,830 $2.2M
Pictet North America Advisors SA 0.22% No change 3,846 $2.2M
ProVise Management Group, LLC 0.16% Reduce -0.2% 3,828 $2.2M
Lewis Asset Management, LLC 0.90% Reduce -3.1% 3,826 $2.2M
Front Row Advisors LLC 0.74% Reduce -0.0% 3,815 $2.2M
Invesco Ltd. 0.00% Reduce -18.6% 3,810 $2.2M
Invst, LLC 0.25% Reduce -87.3% 3,787 $2.2M
Colton Groome Financial Advisors, LLC 0.62% Reduce -2.0% 3,785 $2.2M
CPC Advisors, LLC 0.35% Reduce -60.4% 3,780 $2.2M
Peregrine Asset Advisers, Inc. 0.59% Add +0.6% 3,778 $2.2M
Westbourne Investment Advisors, Inc. 0.64% Reduce -3.3% 3,777 $2.2M
Aldebaran Financial Inc. 2.06% Reduce -0.1% 3,766 $2.2M
F/m Investments LLC 0.14% Add +0.5% 3,762 $2.2M
Outfitters Financial LLC 1.68% Add +8.9% 3,759 $2.2M
Northern Financial Advisors Inc 1.58% Add +138.4% 3,758 $2.2M
XY Planning Network, Inc. 0.35% Add +5.1% 3,709 $2.2M
American National Bank & Trust 0.21% Reduce -0.7% 3,742 $2.2M
Meeder Advisory Services, Inc. 0.09% Reduce -6.7% 3,737 $2.2M
Berbice Capital Management LLC 1.41% No change 3,730 $2.2M
Elevation Advisory Partners LLC 2.01% — 3,411 $2.2M
Range Advisory, LLC 0.40% Add +21.4% 3,727 $2.2M
Veery Capital, LLC 0.66% Add +0.2% 3,726 $2.2M
Advanced Asset Management Advisors Inc 0.59% Reduce -6.7% 3,716 $2.1M
Conscious Wealth Investments, LLC 1.19% Add +70.1% 3,362 $2.1M
Broadleaf Partners, LLC 0.50% Reduce -3.1% 3,709 $2.1M
PCG Wealth Advisors, LLC 0.54% Reduce -4.2% 3,703 $2.1M
Wealth Management Associates, Inc. 0.74% Add +3.7% 3,703 $2.1M
Eaton Financial Holdings Company, LLC 0.70% Reduce -26.8% 3,682 $2.1M
Parsons Capital Management Inc. 0.10% Add +3.2% 3,671 $2.1M
AA Financial Advisors, LLC 0.30% Reduce -35.0% 3,665 $2.1M
Manhattan West Asset Management, LLC 0.41% No change 3,665 $2.1M
W1M Asset Management Ltd 0.02% Reduce -5.8% 3,665 $2.1M
Colorado Capital Management, Inc. 0.79% Add +10.9% 3,664 $2.1M
Aspect Partners, LLC 0.86% Add +1.2% 3,657 $2.1M
Perryman Financial Advisory Inc. 0.32% Add +1.0% 3,653 $2.1M
Summit Global Investments 0.12% Add +7.6% 3,651 $2.1M
Westhampton Capital, LLC 0.98% Reduce -0.2% 3,647 $2.1M
Worth Asset Management, LLC 0.78% Reduce -78.5% 3,642 $2.1M
First American Trust, FSB 0.14% Add +5.5% 3,638 $2.1M
Arcadia Wealth Management, Inc. 1.14% Reduce -0.1% 3,637 $2.1M
Rydar Equities, Inc. 1.62% Reduce -0.6% 3,633 $2.1M
International Private Wealth Advisors LLC 1.28% Reduce -1.7% 3,612 $2.1M
Howard Wealth Management, LLC 0.88% Add +76.5% 3,601 $2.1M
Elevation Wealth Partners, LLC 0.74% Add +23.2% 3,599 $2.1M
F&V Capital Management, LLC 0.44% Reduce -6.8% 3,591 $2.1M
Sageworth Trust Co 0.09% Add +28.5% 3,586 $2.1M
German American Bancorp, Inc. 0.18% Reduce -16.1% 3,571 $2.1M
Capital Planning LLC 0.67% Reduce -6.3% 3,565 $2.1M
Silvia McColl Wealth Management, LLC 1.35% Add +7.2% 3,565 $2.1M
Bradley & Co. Private Wealth Management, LLC 1.08% No change 3,563 $2.1M
Allen Mooney & Barnes Investment Advisors LLC 0.30% Add +3.7% 3,563 $2.1M
Affiance Financial, LLC 0.33% Add +0.2% 3,560 $2.1M
X-Square Capital, LLC 0.69% Add +14.5% 3,553 $2.1M
Scarborough Advisors, LLC 0.22% Add +4.8% 3,536 $2.0M
Lyell Wealth Management, LP 0.15% Reduce -24.4% 3,532 $2.0M
Well Done, LLC 0.30% Add +2.6% 3,530 $2.0M
Aries Wealth Management 0.45% No change 3,526 $2.0M
Mosaic Financial Group, LLC 1.44% Add +0.1% 3,515 $2.0M
Sfm, LLC 1.22% Reduce -3.0% 3,509 $2.0M
3 Factor Indexing, LLC 1.91% — 3,508 $2.0M
Plan Group Financial, LLC 0.47% Add +9.2% 3,502 $2.0M
Stonebridge Financial Group, LLC / MO 1.70% Add +9.9% 3,499 $2.0M
Coastwise Capital Group, LLC 1.12% Reduce -15.1% 3,491 $2.0M
Bulwark Capital Corp 1.24% No change 3,483 $2.0M
Weaver Consulting Group 0.48% Reduce -1.9% 3,465 $2.0M
Ironwood Investment Counsel, LLC 0.29% Reduce -1.3% 3,462 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Reduce -44.9% 3,457 $2.0M
Professional Financial Advisors, LLC 0.41% Reduce -1.3% 3,453 $2.0M
Financial Perspectives, Inc 0.56% Add +0.8% 3,451 $2.0M
Aspen Investment Management Inc 0.61% Reduce -20.1% 3,452 $2.0M
Davis R M Inc. 0.04% Add +5.3% 3,448 $2.0M
Meridian Investment Counsel Inc. 0.47% Reduce -12.7% 3,446 $2.0M
Financial Futures Ltd Liability Co. 0.87% Reduce -1.5% 3,438 $2.0M
Fortitude Advisory Group L.L.C. 0.89% Reduce -9.8% 3,435 $2.0M
Oder Investment Management, LLC 1.52% Add +3.3% 3,434 $2.0M
Okabena Investment Services Inc. 0.38% Reduce -16.4% 3,431 $2.0M
Topsail Wealth Management, LLC 0.29% No change 3,426 $2.0M
RPG Investment Advisory, LLC 0.24% Reduce -4.0% 3,421 $2.0M
BSW Wealth Partners 0.24% Add +3.9% 3,415 $2.0M
Vigilare Wealth Management 0.67% Reduce -63.2% 3,415 $2.0M
Nilsine Partners, LLC 0.15% Reduce -3.7% 2,956 $2.0M
Markin Asset Management, LP 2.15% Reduce -31.5% 3,395 $2.0M
Capital Asset Managemnet, LLC 2.20% Add +3.0% 3,392 $2.0M
Coordinated Financial Services, Inc. 1.14% Reduce -7.6% 3,390 $2.0M
Stelac Advisory Services LLC 0.40% Add +15.4% 3,388 $2.0M
GHP Investment Advisors, Inc. 0.08% Add +1.8% 3,386 $2.0M
Saiph Capital, LLC 0.74% Reduce -11.5% 3,382 $2.0M
Investment Partners, LTD. 0.69% Reduce -5.0% 3,367 $1.9M
Concord Wealth Partners 0.25% Add +0.2% 3,359 $1.9M
Cambridge Financial Group, LLC 0.66% Reduce -16.7% 3,358 $1.9M
Capstone Financial Advisors, Inc. 0.10% Reduce -10.3% 3,355 $1.9M
MKT Advisors LLC 0.65% Reduce -0.1% 3,286 $1.9M
Alliance Wealth Management Group 0.42% Add +4.9% 3,349 $1.9M
Towercrest Capital Management 0.30% Add +4.9% 3,349 $1.9M
Nova Wealth Management, Inc. 1.25% Reduce -5.5% 3,336 $1.9M
Ingalls & Snyder LLC 0.07% Reduce -7.0% 3,330 $1.9M
Duncan Williams Asset Management, LLC 0.53% Reduce -71.0% 3,326 $1.9M
Morton Brown Family Wealth, LLC 0.51% Add +2.6% 3,317 $1.9M
Evernest Financial Advisors, LLC 0.40% Add +0.1% 2,880 $1.9M
Ridgewood Investments LLC 0.78% — 3,314 $1.9M
Northeast Investment Management 0.08% Reduce -5.5% 3,307 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% No change 3,303 $1.9M
Core Wealth Partners LLC 0.89% Add +14.5% 3,302 $1.9M
Sagace Wealth Management LLC 1.29% Reduce -0.6% 3,295 $1.9M
Strategies Wealth Advisors, LLC 0.19% Reduce -10.2% 3,295 $1.9M
Global Financial Private Client, LLC 0.62% Reduce -0.6% 3,292 $1.9M
Alteri Wealth LLC 0.61% Add +12.7% 3,287 $1.9M
McGuire Capital Advisors Inc. 1.21% Add +3.5% 3,285 $1.9M
Passive Capital Management, LLC. 0.56% No change 3,276 $1.9M
UNIVEST FINANCIAL Corp 0.11% Reduce -14.3% 3,275 $1.9M
COFG Advisors, LLC 0.47% Reduce -8.8% 3,270 $1.9M
Regent Peak Wealth Advisors LLC 0.38% Add +5.3% 3,262 $1.9M
Sierra Capital LLC 0.20% Reduce -0.0% 3,259 $1.9M
Diversified Portfolios, Inc. 0.15% Add +3.0% 3,257 $1.9M
WT Wealth Management 0.56% Add +11.6% 3,250 $1.9M
Centurion Wealth Management LLC 0.42% Add +1.4% 3,242 $1.9M
Mezzasalma Advisors, LLC 0.48% Reduce -0.9% 3,242 $1.9M
Guyasuta Investment Advisors Inc. 0.11% Add +8.0% 3,238 $1.9M
Barnes Pettey Financial Advisors, LLC 0.81% Add +0.1% 3,232 $1.9M
Family Investment Center, Inc. 0.36% Add +6.3% 3,230 $1.9M
Wick Capital Partners, LLC 0.34% Add +29.2% 3,219 $1.9M
Dearborn Partners LLC 0.10% Add +2.3% 3,213 $1.9M
Cape Investment Advisory, Inc. 0.62% Reduce -2.5% 3,205 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.62% Add +0.0% 3,204 $1.8M
Cahaba Wealth Management, Inc. 0.13% Add +26.1% 3,198 $1.8M
Lazari Capital Management, Inc. 0.65% Add +0.3% 3,193 $1.8M
HHM Wealth Advisors, LLC 0.21% Add +15.3% 3,179 $1.8M
Beaumont Financial Advisors, LLC 0.13% Reduce -10.5% 3,176 $1.8M
HM Payson & Co. 0.03% Add +1.2% 3,160 $1.8M
Oakworth Capital, Inc. 0.10% Add +2.4% 3,158 $1.8M
Trust Point Inc. 0.16% Reduce -0.1% 3,153 $1.8M
Evelyn Partners Investment Management (Europe) Ltd 0.62% Reduce -1.6% 3,138 $1.8M
DiPaolo Financial Group, Inc. 1.32% Add +51.9% 3,136 $1.8M
Mathes Company, Inc. 0.66% Reduce -2.3% 3,135 $1.8M
MFA Wealth Services 1.20% Add +1.7% 3,134 $1.8M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.8M
Redwood Financial Network Corp 1.18% Add +5.5% 3,128 $1.8M
Wolff Financial Management LLC 0.40% No change 3,126 $1.8M
Register Financial Advisors LLC 0.67% Add +27.4% 3,124 $1.8M
Cedrus Wealth Group LLC 2.01% Add +8.9% 3,122 $1.8M
Shelton Capital Management 0.04% Reduce -64.9% 3,116 $1.8M
First Financial Group Corp 1.47% Reduce -0.1% 3,109 $1.8M
Frederick Financial Consultants, LLC 0.89% Add +1.1% 3,109 $1.8M
Bravias Capital Group, LLC 1.17% Reduce -17.0% 3,105 $1.8M
Ridgepath Capital Management LLC 0.89% Add +105.5% 3,101 $1.8M
Indiana Trust & Investment Management Co 0.55% Reduce -2.2% 3,100 $1.8M
Ascension Capital Advisors, Inc. 0.56% Add +643.8% 3,094 $1.8M
Advisors Preferred, LLC 0.26% Reduce -47.5% 3,086 $1.8M
Synergy Investment Management, LLC 0.58% Add +33.5% 3,086 $1.8M
Grantvest Financial Group LLC 1.15% Add +8.9% 3,081 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% No change 3,074 $1.8M
Smart Portfolios, LLC 1.77% Add +5.5% 3,074 $1.8M
Premier Private Wealth Management LLC 1.87% Reduce -0.6% 3,070 $1.8M
Chemistry Wealth Management LLC 0.31% Reduce -2.5% 3,068 $1.8M
Central Valley Advisors, LLC 0.48% Reduce -1.1% 3,061 $1.8M
Ground Swell Capital, LLC 3.65% Reduce -93.9% 3,057 $1.8M
Mann Financial Group, Inc. 1.66% Add +23.2% 3,049 $1.8M
Carmel Capital Partners, LLC 0.63% New 3,043 $1.8M
Legacy Edge Advisors, LLC 0.18% Add +1.4% 3,038 $1.8M
Vernal Point Advisors, LLC 0.71% No change 3,035 $1.8M
WESPAC Advisors, LLC 0.96% Reduce -54.8% 3,033 $1.8M
Chilton Investment Co. Inc. 0.04% Add +430.5% 3,029 $1.7M
Keystone Global Partners, LLC 0.78% No change 3,027 $1.7M
Second Line Capital, LLC 0.33% Add +3.8% 2,614 $1.7M
Alerus Financial NA 0.09% No change 3,020 $1.7M
Rockwood Wealth Management, LLC 0.12% Add +15.2% 3,019 $1.7M
Congress Park Capital LLC 0.53% Reduce -8.1% 3,018 $1.7M
Everhart Financial Group, Inc. 0.15% Add +69.8% 3,003 $1.7M
Tocqueville Asset Management L.P. 0.03% Reduce -1.7% 3,002 $1.7M
GoalVest Advisory LLC 0.34% Add +7.7% 3,001 $1.7M
Warberg Asset Management LLC 3.56% New 3,000 $1.7M
Financial Advisors Network, Inc. 0.24% Add +17.7% 2,992 $1.7M
Elite Financial, Inc. 0.77% No change 2,992 $1.7M
Manchester Capital Management LLC 0.25% Reduce -9.1% 2,986 $1.7M
Crumly & Associates Inc. 0.36% Add +0.1% 2,980 $1.7M
HRC Wealth Management, LLC 0.81% Add +8.4% 2,980 $1.7M
Heirloom Wealth Management 0.31% New 2,972 $1.7M
Quest 10 Wealth Builders, Inc. 1.50% Add +2.3% 2,972 $1.7M
Traphagen Investment Advisors LLC 0.14% Add +13.2% 2,972 $1.7M
Northstar Advisory Group, LLC 0.65% Add +3.2% 2,968 $1.7M
Zions Bancorporation, National Association 0.11% Reduce -0.3% 2,968 $1.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.70% Reduce -3.0% 2,954 $1.7M
KG Capital Management 1.22% Reduce -26.0% 2,955 $1.7M
Autumn Glory Partners, LLC 0.62% Add +1.4% 2,945 $1.7M
Klingman & Associates, LLC 0.08% Add +5.0% 2,942 $1.7M
Blackston Financial Advisory Group, LLC 1.06% Add +1.6% 2,937 $1.7M
ERn Financial, LLC 0.32% Reduce -0.8% 2,935 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -58.3% 2,931 $1.7M
Wealthspan Partners, LLC 0.60% Reduce -2.4% 2,929 $1.7M
Serenity Investment Advisors 0.79% Add +24.5% 2,351 $1.7M
Financial Synergies Wealth Advisors, Inc. 0.16% Add +44.5% 2,922 $1.7M
Kohmann Bosshard Financial Services, LLC 0.16% Reduce -0.0% 2,917 $1.7M
Waddell & Associates, LLC 0.09% Add +0.0% 2,915 $1.7M
TRUE Private Wealth Advisors 0.16% Reduce -64.8% 2,912 $1.7M
Midland Wealth Advisors, LLC 0.09% Reduce -2.1% 2,912 $1.7M
Synergy Asset Management, LLC 0.18% Reduce -21.0% 2,904 $1.7M
Breakthru Advisory Services, LLC 2.69% Add +9.1% 2,903 $1.7M
Catalina Capital Group, LLC 1.03% Add +4.8% 2,900 $1.7M
Liberty One Investment Management, LLC 0.17% Add +1378.6% 2,898 $1.7M
Johnson Financial Group, Inc. 0.06% Reduce -2.5% 2,896 $1.7M
TSG Advice Partners, LLC 0.25% Reduce -44.1% 2,892 $1.7M
Magnolia Capital Advisors LLC 0.33% Add +116.7% 2,887 $1.7M
Vista Capital Partners, Inc. 0.17% Reduce -27.0% 2,882 $1.7M
Argo Wealth Advisory, LLC 0.98% Add +48.3% 2,879 $1.7M
Dana Investment Advisors, Inc. 0.05% Add +1.7% 2,878 $1.7M
Encompass Wealth Advisors, LLC 0.58% Add +6.0% 2,877 $1.7M
BKM Wealth Management, LLC 0.61% Reduce -22.8% 2,875 $1.7M
Quantum Private Wealth, LLC 0.51% No change 2,852 $1.6M
Vantage Point Financial LLC 0.58% Add +23.3% 2,841 $1.6M
Turtle Creek Wealth Advisors, LLC 0.12% Add +176.2% 2,839 $1.6M
Winebrenner Capital Management LLC 1.05% Reduce -1.4% 2,836 $1.6M
Wimmer Associates 1, LLC 0.80% No change 2,835 $1.6M
John A. Wolfe & Associates, Inc. 2.51% Reduce -5.2% 2,833 $1.6M
CX Institutional 0.05% Reduce -13.4% 2,833 $1.6M
Solstein Capital, LLC 0.67% Add +7.6% 2,828 $1.6M
Cambria Investment Management, L.P. 0.09% Reduce -74.8% 2,823 $1.6M
MPS Loria Financial Planners, LLC 0.43% Reduce -0.9% 2,822 $1.6M
RB Capital Management, LLC 0.36% Add +10.2% 2,813 $1.6M
North Point Portfolio Managers Corp. 0.29% Add +8.7% 2,812 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -50.0% 2,772 $1.6M
SeaBridge Investment Advisors LLC 0.27% Reduce -9.1% 2,801 $1.6M
Wealth Effects LLC 0.57% Add +0.4% 2,799 $1.6M
Empirical Asset Management, LLC 0.43% Reduce -93.0% 2,793 $1.6M
Bridgewealth Advisory Group, LLC 0.33% Add +7.8% 2,776 $1.6M
Code Waechter LLC 0.95% Add +0.1% 2,776 $1.6M
Ipswich Investment Management Co., Inc. 0.37% Reduce -5.2% 2,764 $1.6M
Willner & Heller, LLC 1.19% Add +4.9% 2,764 $1.6M
Armbruster Capital Management, Inc. 0.26% Add +8.4% 2,762 $1.6M
Axiom Investment Management LLC 1.21% — 2,757 $1.6M
Blueline Advisors LLC 1.23% Add +0.1% 2,753 $1.6M
Comprehensive Financial Planning, Inc. 1.10% Reduce -21.1% 2,748 $1.6M
Gentry Private Wealth, LLC 0.96% Reduce -4.5% 2,748 $1.6M
Diversify Advisory Services, LLC 0.24% Reduce -98.6% 2,397 $1.6M
Osborne Partners Capital Management, LLC 0.08% Add +13.4% 2,746 $1.6M
Williams & Novak, LLC 1.19% Reduce -32.5% 2,708 $1.6M
Birchcreek Wealth Management, LLC 0.76% Reduce -0.2% 2,733 $1.6M
Discipline Wealth Solutions, LLC 0.17% Add +3.0% 2,730 $1.6M
TCFG Wealth Management, LLC 0.59% Add +1.7% 2,727 $1.6M
TCFG Investment Advisors, LLC 0.59% — 2,727 $1.6M
Ceera Investments, LLC 0.69% Add +40.4% 2,725 $1.6M
Boyum Wealth Architects LLC 0.66% Add +2.9% 2,333 $1.6M
Orange Investment Advisors, Inc. 0.20% Reduce -5.1% 2,720 $1.6M
Tompkins Financial Corp. 0.12% No change 2,708 $1.6M
Pennington Partners & Co., LLC 0.53% Add +160.0% 2,699 $1.6M
Alaethes Wealth, LLC 0.45% Reduce -1.0% 2,695 $1.6M
Forty-three Eighteen Advisors, LLC 1.17% Add +0.6% 2,694 $1.6M
TigerOak Management, L.L.C. 0.49% Add +3.7% 2,687 $1.6M
Ledyard National Bank 0.13% Add +63.5% 2,685 $1.5M
Sun Financial Inc 0.78% Add +2.8% 2,150 $1.5M
Burney Co./ 0.05% Reduce -55.0% 2,678 $1.5M
Total Wealth Planning & Management, Inc. 1.22% Add +2.0% 2,667 $1.5M
MUFG Securities EMEA plc 0.02% Reduce -3.0% 2,652 $1.5M
Sage Capital Advisors,llc 0.35% Add +0.1% 2,652 $1.5M
Shoker Investment Counsel, Inc. 0.45% Add +4.7% 2,648 $1.5M
NCM Capital Management, LLC 0.55% No change 2,646 $1.5M
Van Cleef Asset Management,Inc 0.16% Reduce -1.5% 2,644 $1.5M
Chicago Capital, LLC 0.04% No change 2,638 $1.5M
Nemes Rush Group LLC 0.14% Add +16.7% 2,636 $1.5M
Towne Trust Company, N.A 0.49% Reduce -0.8% 2,635 $1.5M
Cambridge Advisors Inc. 0.29% No change 2,633 $1.5M
Berkshire Asset Management LLC 0.07% Reduce -3.1% 2,632 $1.5M
Taylor Financial Group, Inc. 0.92% Reduce -2.8% 2,632 $1.5M
Leading Edge Financial Planning LLC 0.32% Add +5.5% 2,625 $1.5M
Great Lakes Retirement, Inc. 0.16% Add +30.6% 2,617 $1.5M
Disciplined Investments, LLC 0.54% No change 2,616 $1.5M
Grant Private Wealth Management Inc 0.80% Add +0.2% 2,615 $1.5M
Chesley Taft & Associates LLC 0.06% Reduce -4.6% 2,610 $1.5M
waypoint wealth counsel 0.78% Reduce -27.3% 2,608 $1.5M
Fiduciary Group, LLC 0.13% Reduce -1.0% 2,606 $1.5M
Jeppson Wealth Management, LLC 0.47% Add +6.0% 2,602 $1.5M
Eagle Bay Advisors LLC 1.32% Add +165.3% 2,600 $1.5M
Common Fund for Nonprofit Organizations 0.14% Add +0.1% 2,595 $1.5M
Taylor Securities Services, Inc. 0.70% Add +3.5% 2,593 $1.5M
Blue Fin Capital, Inc. 0.25% Reduce -1.5% 2,591 $1.5M
Romano Brothers and Company 0.17% Add +8.6% 2,591 $1.5M
HORAN Wealth, LLC 0.14% No change 2,446 $1.5M
Paradigm Capital Management, LLC 1.38% Reduce -27.7% 2,587 $1.5M
Grange Capital, LLC 1.49% Reduce -9.6% 2,586 $1.5M
Wealth Analytics Partners, LLC 0.61% Reduce -0.1% 2,584 $1.5M
Portside Wealth Group, LLC 0.20% Reduce -5.7% 2,579 $1.5M
Tortoise Investment Management, LLC 0.12% Reduce -9.0% 2,575 $1.5M
Legacy Financial Advisors, Inc. 0.21% Reduce -0.6% 2,575 $1.5M
Fairman Group, LLC 1.27% No change 2,572 $1.5M
Carrera Capital Advisors 0.23% Add +11.1% 2,572 $1.5M
Key Financial Inc 0.26% Add +10.2% 2,567 $1.5M
Cedar Wealth Management, LLC 0.43% No change 2,565 $1.5M
Powers Advisory Group, LLC 0.52% Add +0.0% 2,560 $1.5M
Cherry Creek Investment Advisors, Inc. 0.64% Reduce -4.1% 2,560 $1.5M
Roman Butler Fullerton & Co. 0.41% Reduce -60.9% 2,431 $1.5M
Sentinel Wealth Management, Inc. 1.18% No change 2,550 $1.5M
Baron Wealth Management LLC 0.44% No change 2,538 $1.5M
Genesis Financial Group, LLC 0.98% No change 2,537 $1.5M
Gilbert & Cook, Inc. 0.19% Reduce -26.5% 2,536 $1.5M
Halbert Hargrove Global Advisors, LLC 0.07% Reduce -2.8% 2,534 $1.5M
Colonial River Investments, LLC 0.52% Reduce -0.9% 2,534 $1.5M
Integrity Wealth Solutions LLC 0.57% Reduce -0.0% 2,529 $1.5M
Howland Capital Management LLC 0.06% Reduce -21.7% 2,528 $1.5M
Stiles Financial Services Inc 0.45% Reduce -3.7% 2,525 $1.5M
Hobbs Group Advisors, LLC 0.44% Reduce -16.8% 2,525 $1.5M
BridgePort Financial Solutions, LLC 0.41% Reduce -11.6% 2,517 $1.5M
Wealth Architects, LLC 0.13% Add +2.8% 2,517 $1.5M
Copley Financial Group, Inc. 0.87% Reduce -3.6% 2,507 $1.4M
Lake Hills Wealth Management, LLC 0.81% No change 2,496 $1.4M
Laidlaw Wealth Management LLC 4.99% Add +2.3% 2,493 $1.4M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -2.2% 2,482 $1.4M
HBK Investments L P 0.02% New 2,482 $1.4M
Financial Planning Hawaii, Inc. 0.84% Reduce -7.8% 2,482 $1.4M
TCTC Holdings, LLC 0.04% No change 2,480 $1.4M
Geometric Wealth Advisors 0.18% Add +2.1% 2,476 $1.4M
San Luis Wealth Advisors LLC 0.24% Reduce -23.3% 2,476 $1.4M
Lloyd Advisory Services, LLC. 0.41% Add +1000.0% 2,475 $1.4M
Kingdom Financial Group LLC. 0.41% Add +15.3% 2,475 $1.4M
Bayban 1.24% Reduce -0.4% 2,472 $1.4M
Strategic Advocates LLC 6.30% Reduce -95.8% 2,466 $1.4M
Private Capital Management, LLC 0.14% Reduce -8.8% 2,458 $1.4M
Means Investment Co., Inc. 0.12% Reduce -1.1% 2,455 $1.4M
Veracity Capital LLC 0.50% Add +7.3% 2,442 $1.4M
Community Bank, N.A. 0.17% Add +0.2% 2,437 $1.4M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -5.1% 2,436 $1.4M
Lynch Investment Planning, LLC 1.26% Reduce -1.6% 2,422 $1.4M
Gaddis Premier Wealth Advisors LLC 1.03% Reduce -0.6% 2,414 $1.4M
Stewardship Advisors, LLC 0.32% Reduce -0.3% 2,408 $1.4M
Appleton Partners Inc. 0.10% Add +0.9% 2,407 $1.4M
Breachway Investments LLC 1.33% Add +1.4% 2,366 $1.4M
Occidental Asset Management, LLC 0.16% Add +45.2% 2,388 $1.4M
Foronjy Financial LLC 0.57% Add +14.1% 2,386 $1.4M
KFG Wealth Management, LLC 0.18% Reduce -56.9% 2,385 $1.4M
Avalon Capital Management 0.39% Reduce -31.4% 2,384 $1.4M
Tortuga Wealth Management, Inc 1.29% Reduce -6.0% 2,378 $1.4M
SFG Wealth Management, LLC. 0.57% Add +46.0% 2,380 $1.4M
Chilton Capital Management LLC 0.05% Reduce -13.0% 2,379 $1.4M
JGP Wealth Management, LLC 0.14% Add +7.1% 2,373 $1.4M
Ullmann Wealth Partners Group, LLC 0.14% Reduce -7.7% 2,371 $1.4M
Wealthquest Corp 0.10% Reduce -4.4% 2,369 $1.4M
Aspire Growth Partners LLC 0.94% Reduce -0.6% 2,366 $1.4M
Mascagni Wealth Management, Inc. 0.97% Add +4.1% 2,364 $1.4M
Pacific Asset Management, LLC 0.76% Reduce -9.3% 2,360 $1.4M
Walkner Condon Financial Advisors LLC 0.18% Add +1.3% 2,353 $1.4M
Charter Research & Investment Group, Inc. 0.90% Reduce -0.4% 2,344 $1.4M
S.A. Mason LLC 0.51% Add +2.7% 2,341 $1.4M
WealthTrust Axiom LLC 0.33% Reduce -0.7% 2,338 $1.3M
Yukon Wealth Management, Inc. 0.81% Add +4.2% 2,338 $1.3M
CDM Financial Counseling Services, Inc. 1.29% Reduce -2.8% 2,335 $1.3M
Aaron Wealth Advisors LLC 0.08% No change 2,334 $1.3M
Acorn Wealth Advisors, LLC 0.39% Reduce -11.6% 2,330 $1.3M
Koenig Investment Advisory, LLC 1.14% Reduce -25.6% 2,328 $1.3M
ETF Store, Inc. 1.31% Add +5.4% 2,328 $1.3M
AmeriServ Wealth Advisors 0.86% Reduce -13.1% 2,327 $1.3M
Maripau Wealth Management LLC 0.59% Add +64.8% 2,327 $1.3M
First Financial Corp. 0.53% Reduce -1.2% 2,321 $1.3M
Granger Management LLC 0.37% No change 2,319 $1.3M
J. Derek Lewis & Associates Inc. 0.30% Add +1.9% 2,318 $1.3M
Advocate Investing Services LLC 1.13% Add +2.2% 2,318 $1.3M
Richardson Capital Management LLC 0.65% Add +12.3% 2,317 $1.3M
Pacific Point Advisors, LLC 0.71% Add +18.2% 2,316 $1.3M
First PREMIER Bank 0.31% Reduce -2.5% 2,311 $1.3M
Dunhill Financial, LLC 0.31% Add +16.9% 2,308 $1.3M
Wise Wealth Partners 1.80% Add +0.7% 2,304 $1.3M
Northstar Group, Inc. 0.19% Reduce -0.3% 2,304 $1.3M
Manchester Financial Inc. 0.26% Add +15.6% 2,304 $1.3M
CFO4Life Group, LLC 0.20% Reduce -21.6% 2,294 $1.3M
Bannerstone Capital Management, LLC 1.23% Add +0.1% 2,291 $1.3M
Tower Bridge Advisors 0.13% New 2,287 $1.3M
Arvest Bank Trust Division 0.07% Reduce -3.8% 2,285 $1.3M
WS Management LLLP 0.17% New 2,280 $1.3M
Aerodigm Wealth, LLC 0.49% Reduce -1.4% 2,275 $1.3M
Beacon Bank & Trust 0.27% Reduce -3.3% 2,271 $1.3M
Cascade Wealth Advisors, Inc 0.58% Add +9.8% 1,843 $1.3M
Accretive Wealth Partners, LLC 0.37% Add +3.9% 2,266 $1.3M
Strata Wealth Advisors, LLC 0.36% Reduce -5.4% 2,265 $1.3M
Threadgill Financial, LLC 0.38% Add +3.6% 2,262 $1.3M
Wealth Dimensions Group, Ltd. 0.26% Add +0.7% 2,261 $1.3M
Catalyst Private Wealth, LLC 0.71% No change 2,260 $1.3M
Rhodes Investment Advisors Inc. 1.12% Add +4.9% 2,255 $1.3M
Formidable Asset Management, LLC 0.20% Add +11.5% 2,115 $1.3M
NCP Inc. 2.16% Reduce -67.7% 2,250 $1.3M
Heck Capital Advisors, LLC 0.10% No change 2,250 $1.3M
Seelaus Asset Management LLC 0.94% Add +16.2% 2,314 $1.3M
Arkos Global Advisors 0.16% Add +6.2% 2,247 $1.3M
Heritage Wealth Management, Inc. 0.72% Reduce -1.1% 2,246 $1.3M
Prevail Innovative Wealth Advisors, LLC 0.22% Reduce -0.1% 2,239 $1.3M
Highview Capital Management LLC 0.47% Add +14.2% 2,235 $1.3M
Thompson David Blair 0.74% Reduce -5.4% 2,231 $1.3M
Trajan Wealth LLC 0.05% Add +6.3% 2,230 $1.3M
Sterling Investment Counsel, LLC 0.36% Add +22.6% 2,228 $1.3M
Am Investment Strategies LLC 0.28% No change 2,225 $1.3M
Stone Wealth Partners 1.15% Reduce -0.1% 2,223 $1.3M
BNC Wealth Management, LLC 0.36% Reduce -21.7% 2,222 $1.3M
Horst & Graben Wealth Management LLC 0.18% Add +21.3% 1,931 $1.3M
Garton & Associates Financial Advisors LLC 1.05% Reduce -3.8% 2,219 $1.3M
Millennium Capital Advisors, LLC 0.79% Reduce -18.4% 2,218 $1.3M
Clearwater Capital Advisors, LLC 0.10% Add +8.2% 2,204 $1.3M
Permanens Capital L.P. 0.16% Add +99.5% 2,204 $1.3M
CacheTech Inc. 0.25% No change 2,203 $1.3M
Wolff Wiese Magana LLC 0.70% Reduce -5.2% 2,200 $1.3M
Vavra Capital Management, LLC 1.23% Add +50.1% 2,200 $1.3M
Harbor Group, Inc. 0.18% Reduce -7.8% 2,200 $1.3M
Focused Alpha, LLC 0.39% Add +0.6% 2,193 $1.3M
Tradewinds Capital Management, LLC 0.25% Add +2.2% 2,193 $1.3M
Bill Few Associates, Inc. 0.30% Add +45.5% 2,180 $1.3M
Sentinel Pension Advisors, LLC 0.19% Add +1.3% 2,174 $1.3M
Great Diamond Partners, LLC 0.24% Add +0.4% 2,173 $1.3M
Optas, LLC 0.19% Add +152.6% 2,167 $1.3M
Park National Corp. 0.04% Add +3.2% 2,165 $1.2M
Pathway Financial Advisers, LLC 0.35% Add +20.0% 2,164 $1.2M
Payne Capital Management, LLC 0.38% Reduce -0.4% 2,162 $1.2M
Princeton Global Asset Management LLC 0.20% Reduce -23.6% 2,161 $1.2M
Beacon Financial Advisory LLC 0.28% Reduce -26.8% 2,153 $1.2M
Reliant Investment Partners, LLC 1.03% Add +0.2% 2,150 $1.2M
Fragasso Financial Advisors Inc 0.07% Reduce -3.3% 2,109 $1.2M
Diversified Investment Strategies, LLC 0.79% No change 2,147 $1.2M
Atlas Legacy Advisors, LLC 0.23% Add +5.6% 2,146 $1.2M
D.B. Root & Company, LLC 0.30% Add +0.4% 2,145 $1.2M
Pinnacle Financial Group, LLC / IL 0.34% Add +18.1% 2,142 $1.2M
Sulzberger Capital Advisors, Inc. 1.26% Reduce -3.5% 2,140 $1.2M
Angeles Wealth Management, LLC 0.07% Reduce -2.7% 2,137 $1.2M
Bfsg, LLC 0.12% Reduce -9.2% 2,124 $1.2M
ArchPoint Investors 0.29% Add +0.1% 2,120 $1.2M
Sheridan Capital Management, LLC 0.64% Reduce -0.8% 2,117 $1.2M
Blackhawk Capital Partners, LLC 0.45% Add +0.2% 2,116 $1.2M
Illumine Investment Management, LLC 0.94% Add +0.1% 2,114 $1.2M
Sittner & Nelson, LLC 0.45% No change 2,110 $1.2M
180 Wealth Advisors, LLC 0.14% Add +11.8% 2,106 $1.2M
Landmark Wealth Management, LLC 0.33% Add +10.4% 2,103 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.56% Reduce -87.5% 2,103 $1.2M
PYA Waltman Capital, LLC 0.34% Add +8.4% 2,100 $1.2M
Bantamac Capital, LLC 0.88% Add +5.0% 2,100 $1.2M
Ipsen Advisor Group LLC 0.85% Reduce -1.0% 2,099 $1.2M
Slagle Financial, LLC 0.40% Reduce -24.5% 2,095 $1.2M
Mayport, LLC 0.22% No change 2,086 $1.2M
Miller Investment Management, LP 0.12% No change 2,084 $1.2M
Burk Holdings LLC 0.51% No change 2,081 $1.2M
Northstar Financial Companies, Inc. 0.95% Add +1.3% 2,080 $1.2M
Centerline Wealth Advisors, LLC 0.43% New 2,078 $1.2M
Ares Financial Consulting, LLC 0.94% Add +3.8% 2,051 $1.2M
MassMutual Private Wealth & Trust, FSB 0.03% Add +50.6% 2,076 $1.2M
Aire Advisors, LLC 0.22% Add +1.3% 2,071 $1.2M
Align Financial, LLC 0.68% Reduce -99.8% 2,070 $1.2M
Good Harbor Advisors, Inc. 1.30% Reduce -1.9% 2,067 $1.2M
Lifestyle Asset Management, Inc. 0.39% Reduce -58.0% 2,063 $1.2M
Triglav Investments, D.O.O. 0.08% Reduce -50.6% 2,063 $1.2M
17 Capital Partners, LLC 0.62% Reduce -2.9% 2,062 $1.2M
Capital Wealth Management, LLC 0.32% Add +34.2% 2,060 $1.2M
Intelligence Driven Advisers, LLC 0.21% Reduce -23.2% 2,058 $1.2M
NDWM LLC 0.77% Reduce -4.2% 2,056 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.70% Add +6.3% 2,053 $1.2M
Rialto Wealth Management, LLC 0.27% Add +2.3% 2,049 $1.2M
Navigation Group, LLC 0.28% — 2,047 $1.2M
StoneCrest Wealth Management, Inc. 0.50% Reduce -6.0% 2,043 $1.2M
Sei Investments Co. 0.00% Add +149.9% 2,037 $1.2M
Merrion Investment Management Co, LLC 0.63% Reduce -4.7% 2,035 $1.2M
Walker Financial Services, Inc. 0.40% Reduce -25.6% 2,031 $1.2M
Members Wealth LLC 0.70% Add +1.0% 1,786 $1.2M
5T Wealth, LLC 0.46% Reduce -1.5% 2,026 $1.2M
L & S Advisors Inc 0.15% Reduce -2.1% 2,020 $1.2M
Tred Avon Family Wealth, LLC 0.39% Add +3.1% 2,019 $1.2M
James Investment Research, Inc. 0.13% Reduce -1.7% 2,015 $1.2M
PDS Planning, Inc 0.08% Add +17.0% 2,014 $1.2M
Hobart Private Capital, LLC 0.23% Add +0.9% 2,009 $1.2M
Clarus Group, Inc. 0.41% No change 2,005 $1.2M
Darden Wealth Group Inc 0.59% Reduce -1.7% 2,004 $1.2M
Argentarii, LLC 0.40% Reduce -3.6% 2,001 $1.2M
Black Swift Group, LLC 0.20% Add +53.9% 2,000 $1.2M
Teamwork Financial Advisors, LLC 0.13% Reduce -5.3% 1,998 $1.2M
Elevatus Welath Management 0.60% Add +2.9% 1,992 $1.1M
TruNorth Capital Management, LLC 0.22% Add +234.1% 1,991 $1.1M
Fell Capital Management 1.10% Add +3.5% 1,990 $1.1M
Legacy Wealth Partners, LLC 0.29% New 1,986 $1.1M
TritonPoint Partners, LLC 0.42% Add +29.2% 1,984 $1.1M
ICW Investment Advisors LLC 0.41% Reduce -1.0% 1,979 $1.1M
Portfolio Resources Advisor Group, Inc. 1.13% Add +1.9% 1,978 $1.1M
Sincerus Advisory, LLC 0.86% Add +1.1% 1,977 $1.1M
Baxter Bros Inc. 0.14% No change 1,966 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -51.1% 1,964 $1.1M
Virtue Asset Management LLC 0.92% No change 1,960 $1.1M
Roble, Belko & Company, Inc 0.14% Reduce -3.9% 1,957 $1.1M
Hengehold Capital Management LLC 0.10% Add +0.8% 1,955 $1.1M
Elevation Wealth Management LLC 1.04% Reduce -32.8% 1,954 $1.1M
Mascoma Wealth Management LLC 0.23% Reduce -14.6% 1,953 $1.1M
Anchyra Partners LLC 0.34% Add +12.5% 1,951 $1.1M
FMB Wealth Management 0.47% No change 1,947 $1.1M
Colonial Trust Co / SC 0.15% Add +3.3% 1,947 $1.1M
Inspirion Wealth Advisors, LLC 0.14% Reduce -9.8% 1,945 $1.1M
Palacios Wealth Management, LLC 0.70% Add +18.1% 1,681 $1.1M
TriaGen Wealth Management LLC 0.31% Add +251.4% 1,943 $1.1M
Sonata Capital Group Inc. 0.41% No change 1,942 $1.1M
Heartwood Wealth Advisors LLC 0.10% Add +230.7% 1,938 $1.1M
Axis Wealth Partners, LLC 0.59% Reduce -0.6% 1,938 $1.1M
Clifford Swan Investment Counsel LLC 0.04% Reduce -12.8% 1,937 $1.1M
WoodTrust Financial Corp 0.14% Reduce -56.4% 1,932 $1.1M
Silver Oak Wealth Advisors Services, LLC 0.72% No change 1,930 $1.1M
Drake & Associates, LLC 0.21% Reduce -20.4% 1,929 $1.1M
Allegheny Financial Group 0.15% Reduce -3.7% 1,927 $1.1M
Wilkins Miller Wealth Management, LLC 0.67% Reduce -1.5% 1,925 $1.1M
1015 Capital Partners, LLC 1.08% No change 1,921 $1.1M
TIAA Wealth Investment Management LLC 0.01% — 1,951 $1.1M
Perissos Private Wealth Management, LLC 0.96% Reduce -15.3% 1,919 $1.1M
Correct Capital Wealth Management 0.21% Reduce -1.5% 1,916 $1.1M
Archvest Wealth Advisors, Inc. 0.71% Add +3.1% 1,915 $1.1M
Shufro Rose & Co. LLC 0.08% Reduce -0.2% 1,914 $1.1M
Truepoint, Inc. 0.02% Reduce -6.3% 1,914 $1.1M
Gibbs Wealth Management 0.15% Add +93.2% 1,913 $1.1M
Quotient Wealth Partners, LLC 0.03% Add +5.1% 1,911 $1.1M
RPS Advisory Solutions LLC 0.63% Reduce -59.2% 1,910 $1.1M
Revisor Wealth Management LLC 0.30% Reduce -12.6% 1,907 $1.1M
Index Fund Advisors, Inc. 0.05% Add +7.5% 1,904 $1.1M
Intellectus Partners, LLC 0.22% Add +10.3% 1,902 $1.1M
Condor Capital Management 0.09% No change 1,900 $1.1M
Leeward Financial Partners, LLC 0.32% Reduce -0.1% 1,886 $1.1M
Evolution Wealth Management Inc. 0.79% Add +4.2% 1,883 $1.1M
One Degree Advisors Inc 0.28% Add +14.8% 1,882 $1.1M
Kelman-Lazarov, Inc. 0.16% Add +72.7% 1,879 $1.1M
McHugh Group, LLC 0.65% Reduce -5.0% 1,877 $1.1M
PMG Family Office LLC 1.21% Add +2.8% 1,876 $1.1M
Wealthedge Investment Advisors, LLC 0.40% Reduce -4.7% 1,873 $1.1M
Fortune Financial Group, Inc. 0.97% Reduce -81.8% 1,872 $1.1M
Maple Capital Management, Inc. 0.07% Reduce -12.3% 1,871 $1.1M
Stephen J. Garry & Associates, LLC 0.87% Reduce -0.2% 1,870 $1.1M
Tanager Wealth Management LLP 0.10% Reduce -16.7% 1,866 $1.1M
Lumbard & Kellner, LLC 0.37% No change 1,865 $1.1M
Heritage Trust Co 0.11% No change 1,864 $1.1M
LCNB Corp. 0.36% Add +2.8% 1,863 $1.1M
Quantbot Technologies LP 0.04% New 1,863 $1.1M
Guidance Point Advisors, LLC 0.26% Reduce -3.1% 1,858 $1.1M
Smith Asset Management Co., LLC 0.92% Add +39.7% 1,861 $1.1M
Partners Wealth Management, LLC 1.10% Reduce -2.2% 1,854 $1.1M
Icon Wealth Advisors, LLC 0.07% Reduce -28.1% 1,616 $1.1M
August Group Capital Ltd 1.24% Reduce -45.2% 1,850 $1.1M
Monetary Management Group Inc. 0.26% No change 1,850 $1.1M
Compass Ion Advisors, LLC 0.10% Add +4.3% 1,849 $1.1M
Wealth Care LLC 0.95% — 1,846 $1.1M
Third View Private Wealth, LLC 0.15% Add +7.3% 1,843 $1.1M
Cutler Investment Counsel LLC 0.11% Add +0.9% 1,841 $1.1M
Townsquare Capital LLC 0.24% Reduce -1.3% 1,838 $1.1M
Paragon Advisors, LLC 0.29% Reduce -91.9% 1,838 $1.1M
Chesapeake Asset Management LLC 0.85% No change 1,836 $1.1M
O'Neil Global Advisors, Inc. 7.32% New 1,831 $1.1M
WESPAC Advisors SoCal, LLC 0.22% Reduce -4.3% 1,830 $1.1M
Mfa Wealth Advisors, LLC 0.21% Reduce -76.6% 1,829 $1.1M
Element Wealth, LLC 0.44% Reduce -7.2% 1,827 $1.1M
Guardian Asset Advisors, LLC 0.62% Reduce -1.4% 1,824 $1.1M
Client 1ST Advisory Group, LLC 0.32% Add +23.6% 1,826 $1.1M
Charter Oak Capital Management, LLC 0.08% Reduce -1.4% 1,825 $1.1M
Novem Group 0.12% Reduce -14.1% 1,825 $1.1M
Collaborative Wealth Managment Inc. 0.48% Reduce -26.5% 1,821 $1.1M
Smart Money Group LLC 0.31% Reduce -19.0% 1,821 $1.1M
Factor Wealth Management LTD 0.20% Add +0.1% 1,819 $1.0M
Parkway Wealth Management Group, LLC 0.13% Add +1.7% 1,717 $1.0M
Thor Trading Advisors, LLC 0.43% No change 1,810 $1.0M
Trustco Bank Corp. N Y 0.93% Reduce -0.9% 1,808 $1.0M
IRON Financial LLC 0.46% Reduce -1.9% 1,808 $1.0M
Curated Wealth Partners LLC 0.13% No change 1,799 $1.0M
Country Trust Bank 0.02% Add +5.9% 1,797 $1.0M
Summa Corp. 0.43% Reduce -2.7% 1,796 $1.0M
Seneschal Advisors, LLC 0.77% Reduce -1.1% 1,795 $1.0M
HFG Wealth Management, LLC 0.57% Add +0.1% 1,795 $1.0M
ODonnell Financial Services, LLC 0.36% Reduce -92.5% 1,793 $1.0M
First Command Advisory Services, Inc. 0.01% Reduce -0.5% 1,788 $1.0M
Center for Financial Planning, Inc. 0.11% Reduce -4.2% 1,785 $1.0M
Significant Wealth Partners LLC 1.26% Reduce -9.2% 1,779 $1.0M
McDonough Capital Management, Inc 0.56% Add +0.8% 1,777 $1.0M
SWAN Capital LLC 0.38% Add +224.7% 1,773 $1.0M
Bayshore Capital Advisors, LLC 0.43% No change 1,773 $1.0M
Mogy Joel R Investment Counsel Inc. 0.06% No change 1,773 $1.0M
Koss-Olinger Consulting, LLC 0.09% Reduce -44.0% 1,770 $1.0M
Main Street Research LLC 0.06% Add +31.5% 1,769 $1.0M
Gen-Wealth Partners Inc 0.32% Reduce -0.2% 1,768 $1.0M
Valley Financial Group, Inc. 0.55% Reduce -2.1% 1,768 $1.0M
Quantum Portfolio Management LLC 0.44% Add +0.7% 1,765 $1.0M
Aureus Asset Management, LLC 0.07% Add +58.0% 1,765 $1.0M
Faithward Advisors, LLC 0.15% No change 1,763 $1.0M
Mairs & Power Inc. 0.01% Add +13.8% 1,760 $1.0M
Wealthgarden F.S. LLC 0.69% Reduce -0.2% 1,759 $1.0M
Semitam Bonam LLC 0.83% Reduce -10.3% 1,754 $1.0M
SC&H Financial Advisors, Inc. 0.15% Add +3.5% 1,753 $1.0M
Shrier Wealth Management, LLC 0.37% No change 1,753 $1.0M
United Community Bank 0.34% Reduce -3.4% 1,752 $1.0M
Nutshell Asset Management Ltd 0.55% New 1,750 $1.0M
Firestone Capital Management 0.21% Add +3.7% 1,749 $1.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Reduce -1.0% 1,747 $1.0M
PAX Financial Group, LLC 0.17% Add +0.1% 1,746 $1.0M
Syon Capital LLC 0.05% Add +14.2% 1,741 $1.0M
Aspire Capital Advisors LLC 0.23% Add +1.0% 1,741 $1.0M
WASHINGTON TRUST Co 0.03% Add +42.9% 1,731 $999K
Capital Asset Advisory Services LLC 0.04% Reduce -28.1% 1,544 $998K
Moseley Investment Management Inc. 0.32% Add +3.5% 1,725 $995K
ARS Wealth Advisors Group, LLC 0.08% Reduce -4.5% 1,723 $995K
Fund Advisors of America Inc 1.01% Add +0.8% 1,722 $994K
Heritage Wealth Advisors 0.04% Add +7.6% 1,719 $992K
Nautilus Advisors LLC 0.68% Add +13.4% 1,717 $991K
Laffer Tengler Investments, Inc. 0.17% No change 1,707 $985K
Ewa, LLC 0.22% Add +0.8% 1,705 $984K
Bullock Wealth Management Group 0.49% Add +10.0% 1,684 $984K
Xcelsior Advisor Partners LLC 0.38% Reduce -6.4% 1,704 $984K
Rockingstone Advisors LLC 0.45% Add +0.3% 1,704 $984K
Bennett Selby Investments LP 0.35% Add +0.1% 1,704 $983K
4Thought Financial Group Inc. 0.49% Add +38.8% 1,703 $983K
Aft, Forsyth & Company, Inc. 0.46% Reduce -1.1% 1,701 $982K
Up Strategic Wealth Investment Advisors LLC 0.62% Add +0.4% 1,413 $982K
Deltec Asset Management LLC 0.18% No change 1,701 $982K
Godsey & Gibb, Inc. 0.09% Reduce -1.4% 1,697 $979K
Convergence Financial, LLC 0.10% Add +154.6% 1,693 $979K
4WEALTH Advisors, Inc. 0.83% Reduce -16.7% 1,750 $977K
M.E. Allison & Co., Inc. 0.65% No change 1,700 $975K
Greenspring Advisors, LLC 0.06% No change 1,690 $975K
FWG Investments, LLC. 0.62% Add +13.4% 1,688 $974K
Sherman Wealth Management LLC 0.84% Add +0.1% 1,688 $974K
Kera Capital Partners, Inc. 0.12% Add +12.2% 1,687 $974K
Brand Asset Management Group, Inc. 0.25% Reduce -44.7% 1,687 $974K
IMA Advisory Services, Inc. 0.09% Add +7.0% 1,680 $970K
Ellsworth Advisors, LLC 0.18% Add +0.6% 1,675 $967K
Arlington Trust Co LLC 0.08% Add +465.4% 1,668 $963K
FRG Family Wealth Advisors LLC 0.16% Add +3.7% 1,664 $960K
William Howard & Co Financial Advisors Inc 0.83% No change 1,662 $960K
Compass Advisory Group LLC 0.26% Reduce -2.9% 1,662 $959K
Tulsa Wealth Advisors, INC 0.17% New 1,662 $959K
Peoples Bank 0.59% Add +35.1% 1,661 $959K
Quest Investment Management LLC 0.11% Add +70.8% 1,660 $958K
Ascent Group, LLC 0.03% Reduce -3.0% 1,660 $958K
Wetzel Investment Advisors, Inc. 0.38% Reduce -0.1% 1,655 $955K
Milestones Private Investment Advisors LLC 0.84% Reduce -23.3% 1,653 $954K
Lighthouse Financial Services Inc. 0.22% Add +0.7% 1,517 $954K
GDS Wealth Management 0.06% Reduce -2.4% 1,651 $953K
Old North State Trust, LLC 0.57% Add +6.7% 1,650 $952K
Carret Asset Management, LLC 0.09% Add +0.2% 1,649 $952K
Brown, Lisle/Cummings, Inc. 0.24% No change 1,649 $952K
JNBA Financial Advisors 0.08% Reduce -0.8% 1,648 $951K
Permanent Capital Management, LP 0.15% Reduce -34.5% 1,423 $950K
Ankerstar Wealth, LLC 1.00% Add +115.9% 1,645 $950K
Greystone Financial Group, LLC 0.27% Reduce -66.7% 1,643 $948K
ATX Financial Planning, LLC 0.72% Reduce -32.5% 1,640 $947K
Rockland Trust Co. 0.04% Reduce -15.2% 1,639 $946K
Genesis Wealth Advisors, LLC 0.63% Reduce -1.5% 1,634 $943K
Cannon Wealth Management Services, LLC 0.64% Add +0.4% 1,632 $942K
Bienville Capital Management, LLC 0.18% Reduce -53.8% 1,630 $941K
Wealth Alliance, LLC 0.09% Add +0.7% 1,628 $939K
Schneider Downs Wealth Management Advisors, LP 0.10% Reduce -0.4% 1,621 $936K
Foster Dykema Cabot & Partners, LLC 0.06% No change 1,615 $932K
XTX Topco Ltd 0.02% Reduce -88.9% 1,615 $932K
Wealth Management Nebraska 0.09% Add +6.7% 1,606 $927K
PFS Partners, LLC 0.42% Reduce -0.7% 1,605 $926K
City Center Advisors, LLC 0.86% Reduce -41.6% 1,604 $926K
Flatrock Wealth Partners LLC 0.42% Add +9.7% 1,600 $924K
Emerald Advisors, LLC 0.11% Add +4.6% 1,599 $923K
Nelson Capital Management, LLC 0.11% Reduce -1.9% 1,596 $921K
Key Capital Management, INC 0.61% Reduce -12.3% 1,592 $919K
Violich Capital Management, Inc. 0.11% Reduce -0.9% 1,591 $918K
Freedom Financial Partners LLC 0.33% No change 1,589 $917K
Jackson Square Capital, LLC 0.19% Reduce -7.3% 1,588 $917K
Future Financial Wealth Managment LLC 0.59% No change 1,437 $916K
Montis Financial, LLC 0.19% Reduce -25.0% 1,587 $916K
Goelzer Investment Management, Inc. 0.04% Reduce -15.5% 1,585 $915K
Maia Wealth LLC 0.15% Reduce -3.0% 1,584 $914K
Global Strategic Investment Solutions, LLC 0.09% Reduce -38.7% 1,583 $914K
Lifeworks Advisors, LLC 0.12% Reduce -76.3% 1,582 $913K
Enclave Advisors LLC 0.13% Add +0.1% 1,581 $913K
Griffith & Werner, Inc. 0.45% Add +3.3% 1,580 $912K
Sprinkle Financial Consultants LLC 0.42% Add +0.1% 1,566 $905K
QP Wealth Management, LLC 1.55% Reduce -5.8% 1,566 $904K
NBT Bank, N.A. 0.06% Reduce -20.7% 1,563 $902K
FSB Premier Wealth Management, Inc. 0.28% Add +0.5% 1,563 $902K
Wealth Advisors of Iowa, LLC 0.28% Add +14.7% 1,562 $902K
Peninsula Asset Management Inc. 0.46% Add +9.1% 1,560 $900K
Storen Legacy Partners, LLC 0.28% Add +16.2% 1,554 $897K
Ehrlich Financial Group 0.52% Reduce -39.0% 1,553 $897K
Whitaker-Myers Wealth Managers, LTD. 0.18% Reduce -15.3% 1,551 $895K
Jupiter Wealth Management LLC 0.35% Add +150.0% 1,250 $893K
Roehl & Yi Investment Advisors, LLC 0.33% Reduce -1.6% 1,545 $892K
Investment Management Corp. /Va/ 0.77% Add +0.5% 1,545 $892K
Granite Group Advisors, LLC 0.54% No change 1,511 $890K
Abacus Wealth Partners, LLC 0.08% Add +15.7% 1,540 $889K
RAM Investment Partners, LLC 0.16% Add +8.3% 1,531 $883K
Donaldson Capital Management, LLC 0.03% Add +2.5% 1,528 $882K
Mountain Capital Investment Advisors Inc. 0.13% Add +19.0% 1,327 $882K
KFA Private Wealth Group, LLC 0.21% Reduce -2.6% 1,527 $881K
AMJ Financial Wealth Management 0.21% Reduce -20.7% 1,523 $879K
Sweeney & Michel, LLC 0.26% Add +0.3% 1,423 $879K
Tilia Fiduciary Partners, Inc. 0.48% Add +15.8% 1,520 $877K
Signet Private Wealth LLC 0.84% Reduce -42.2% 1,519 $877K
Colter Lewis Investment Partners LLC 0.82% Reduce -22.0% 1,519 $877K
EPG Wealth Management LLC 0.24% Add +0.6% 1,518 $876K
Strategic Advisory Partners, LLC 0.69% Reduce -24.2% 1,518 $876K
Swisher Financial Concepts, Inc. 0.49% Reduce -7.6% 1,515 $875K
Monetary Solutions, Ltd 0.85% Add +2.7% 1,515 $875K
Expressive Wealth LLC 0.83% Add +10.7% 1,257 $874K
Synergy Financial Group, LTD 0.66% Reduce -1.3% 1,513 $873K
Equita Financial Network, Inc. 0.27% Reduce -6.6% 1,512 $872K
Resolute Wealth Strategies, LLC 0.38% Add +10.9% 1,511 $872K
Northwest Wealth Management, LLC 0.13% New 1,510 $872K
ABLE Financial Group, LLC 0.17% Add +33.8% 1,510 $872K
Spectrum Advisors, Inc. 0.69% — 1,509 $871K
Scott & Selber, Inc. 0.22% No change 1,508 $870K
Mattson Financial Services, LLC 0.21% Reduce -14.0% 1,508 $870K
O'ROURKE & COMPANY, Inc 0.34% Reduce -3.7% 1,506 $869K
Elite Wealth Management, Inc. 0.28% Reduce -10.6% 1,506 $869K
Mizuho Securities USA LLC 0.02% New 1,500 $866K
C2C Wealth Management, LLC 0.73% Add +2.0% 1,499 $865K
Marquette Asset Management, LLC 0.13% No change 1,493 $862K
Athena Investment Management 0.45% No change 1,491 $861K
Waterfront Wealth Inc. 0.16% Add +0.2% 1,490 $860K
Ridgecrest Wealth Partners, LLC 0.47% Reduce -6.2% 1,488 $859K
Protective Life Corp. 2.85% New 1,486 $858K
Zevin Asset Management LLC 0.12% Reduce -1.7% 1,483 $856K
Advisor Resource Council 0.34% Reduce -18.8% 1,480 $854K
Maimon Wealth Management LTD. 0.75% No change 1,530 $854K
Addison Advisors LLC 0.19% Add +1.4% 1,478 $853K
Verum Partners LLC 0.16% Add +18.7% 1,477 $852K
Eastover Investment Advisors LLC 0.36% Reduce -3.3% 1,475 $851K
Aspen Wealth Management LLC 0.17% New 1,473 $850K
Walser Wealth Management Company, A Ltd Liability Co 0.38% Add +16.2% 1,472 $850K
ZWJ Investment Counsel Inc. 0.03% Add +167.4% 1,471 $849K
Matrix Asset Advisors Inc. 0.08% Add +0.9% 1,464 $845K
Salomon & Ludwin, LLC 0.08% Reduce -1.4% 1,440 $843K
Northwest Wealth Advisors, LLC 0.60% Reduce -8.2% 1,459 $842K
Vaughan David Investments LLC 0.02% Add +3.2% 1,458 $842K
Chapman Financial Group, LLC 0.60% Add +0.1% 1,459 $842K
Tannin Capital LLC 0.61% New 1,458 $842K
United Bank 0.28% Add +0.3% 1,457 $841K
SmartHarvest Portfolios, LLC 0.35% Add +4.3% 1,454 $839K
Sugar Maple Asset Management, LLC 0.51% No change 1,450 $837K
1900 Wealth Management LLC 0.05% Reduce -1.6% 1,449 $836K
Paragon Private Wealth Management, LLC 0.26% Add +6.3% 1,444 $834K
MinichMacGregor Wealth Management, LLC 0.15% Reduce -68.3% 1,443 $833K
Whipplewood Advisors, LLC 0.43% Reduce -2.0% 1,443 $833K
Opal Wealth Advisors, LLC 0.19% Add +1.3% 1,440 $831K
ZynergyRetirementPlanningLLC 0.50% Reduce -0.3% 1,438 $830K
Henrickson Nauta Wealth Advisors, Inc. 0.23% Add +8.2% 1,435 $829K
Wealth Alliance Advisory Group, LLC 0.13% Add +2.1% 1,432 $826K
Parkshore Wealth Management, Inc. 0.28% Reduce -2.6% 1,432 $826K
Cura Wealth Advisors, LLC 0.37% Reduce -4.4% 1,429 $825K
Durante & Waters, LLC 0.60% Add +1.1% 1,425 $822K
First Financial Bankshares Inc 0.02% Reduce -10.5% 1,422 $821K
D L Carlson Investment Group Inc. 0.14% Add +2.2% 1,419 $819K
KBC Group NV 0.00% Add +36.4% 1,418 $818K
McCollum Christoferson Group LLC 0.24% Reduce -8.1% 1,412 $815K
Signature Wealth Management Partners, LLC 0.41% No change 1,409 $813K
55 North Private Wealth, LLC 0.21% Add +0.3% 1,408 $813K
Talon Private Wealth, LLC 0.11% — 1,408 $813K
TMB Capital Partners, LLC 0.27% Add +10.7% 1,407 $812K
Proffitt & Goodson Inc. 0.13% Add +35000.0% 1,404 $810K
Inspire Advisors, LLC 0.07% Add +101.3% 1,401 $808K
Tamar Securities, LLC 0.09% Reduce -7.1% 1,400 $808K
Patten Group, Inc. 0.14% Reduce -7.2% 1,400 $808K
Morey & Quinn Wealth Partners, LLC 0.57% Add +10.4% 1,399 $807K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -16.5% 1,399 $807K
Petros Family Wealth, LLC 0.57% Add +0.8% 1,395 $805K
Hamilton Point Investment Advisors, LLC 0.12% No change 1,391 $803K
WJ Financial Advisors LLC 0.65% Reduce -0.4% 1,388 $801K
Inman Jager Wealth Management, LLC 0.47% Reduce -0.4% 1,388 $801K
Cane Capital Partners, LLC 0.35% Add +19.2% 1,387 $801K
4J Wealth Management LLC 0.45% Add +4.2% 1,386 $800K
Gradient Capital Advisors, LLC 0.21% Reduce -7.4% 1,386 $800K
Debussy Capital Management LP 0.11% Add +1.3% 1,384 $799K
HT Partners LLC 0.24% No change 1,377 $795K
Seek First Inc. 0.56% Add +6.5% 1,374 $793K
IAG Wealth Partners, LLC 0.09% Add +8.8% 1,373 $792K
Beacon Financial Group 0.08% Add +1.7% 1,368 $789K
Hudson Value Partners, LLC 0.24% Reduce -9.3% 1,367 $789K
North Star Asset Management Inc. 0.03% Add +108.7% 1,367 $789K
Johnson Wealth Management, LLC 0.38% Add +0.2% 1,364 $787K
Disciplined Investors, L.L.C. 0.47% Add +5.9% 1,364 $787K
Excalibur Management Corp. 0.28% Reduce -0.7% 1,355 $782K
Waterway Wealth Management, LLC 0.17% Add +79.6% 1,354 $781K
Total Investment Management Inc. 0.09% Add +0.1% 1,353 $781K
Brown Wealth Management, LLC 0.20% Add +270.7% 1,353 $781K
Sharp Wealth Advisory, LLC 0.39% Reduce -89.1% 1,352 $780K
Marks Group Wealth Management, Inc 0.08% Reduce -16.5% 1,351 $780K
McLean Asset Management Corp 0.14% No change 1,350 $779K
Diligent Investors, LLC 0.19% Add +7.2% 1,348 $778K
Souders Financial Advisors 0.09% Reduce -0.7% 1,348 $778K
Wilson & Boucher Capital Management, LLC 0.52% No change 1,348 $778K
Patton Albertson Miller Group, LLC 0.09% Reduce -12.6% 1,346 $777K
Stone Summit Wealth LLC 0.22% Reduce -0.1% 1,344 $776K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -13.6% 1,340 $773K
Baer Investment Advisory LLC 1.10% Add +278.3% 1,339 $773K
Ted Buchan & Co 0.28% Reduce -2.2% 1,337 $772K
Thayer Financial, L.L.C. 0.79% No change 1,337 $772K
Wulff, Hansen & Co. 0.79% No change 1,335 $771K
Nixon Peabody Trust Co. 0.06% No change 1,335 $771K
Oak Wealth Advisors LLC 0.42% No change 1,335 $770K
TLWM 0.14% Add +0.1% 1,334 $770K
American Institute for Advanced Investment Management, LLP 0.50% Reduce -1.1% 1,333 $769K
Marshall & Sterling Wealth Advisors Inc. 0.50% Add +135.6% 1,331 $768K
Avise Financial Cooperative, Inc. 0.64% Add +0.1% 1,330 $768K
Concord Asset Management, LLC 0.13% Reduce -0.5% 1,329 $767K
Heritage Wealth Management, Inc. 0.38% Add +7.0% 1,327 $766K
Madrid Wealth Management, LLC 0.58% Add +2.4% 1,326 $765K
Fusion Capital, LLC 0.21% Add +0.1% 1,325 $765K
TRB Wealth Management, LLC 0.11% — 1,324 $764K
DiNuzzo Private Wealth, Inc. 0.08% Add +4.7% 1,321 $762K
Parr McKnight Wealth Management Group, LLC 0.10% Reduce -7.0% 1,320 $762K
Childress Capital Advisors, LLC 0.14% Add +8.9% 1,318 $761K
Ssa Swiss Advisors AG 0.35% Add +4.8% 1,313 $758K
Abbot Financial Management, Inc. 0.32% Reduce -1.9% 1,311 $757K
Columbus Macro, LLC 0.08% Add +14.1% 1,310 $756K
Biltmore Family Office, LLC 0.11% No change 1,310 $756K
Clarity Capital Advisors, LLC 0.35% No change 1,309 $756K
Hoffman, Alan N Investment Management 0.50% No change 1,309 $756K
Briaud Financial Planning Inc 0.20% Reduce -97.8% 1,307 $754K
Duncker Streett & Co. Inc. 0.14% Reduce -0.9% 1,307 $754K
Legacy Wealth Managment, LLC 0.38% Add +15.4% 1,306 $754K
Trinity Legacy Partners, LLC 0.16% Reduce -1.1% 1,199 $754K
Sunesis Advisors, LLC 0.34% No change 1,306 $754K
Ranch Capital Advisors Inc. 0.28% Reduce -1.2% 1,304 $753K
Potentia Wealth 0.29% Reduce -13.4% 1,303 $752K
Atlas Capital Advisors Inc. 0.09% Add +8.3% 1,299 $750K
LS Investment Advisors, LLC 0.11% Reduce -21.2% 1,299 $750K
Libra Wealth LLC 0.21% Reduce -1.3% 1,294 $747K
Bci Securities, Inc. 7.35% Reduce -28.6% 1,293 $746K
Legacy Trust 0.14% No change 1,292 $746K
St Germain D J Co. Inc. 0.03% Reduce -1.8% 1,292 $746K
Stratos Investment Management, LLC 0.03% Add +1.3% 1,291 $746K
First Merchants Corp. 0.03% Reduce -32.4% 1,290 $745K
Lantz Financial LLC 0.15% Reduce -8.6% 1,285 $742K
PUREfi Wealth, LLC 0.48% Add +167.1% 1,282 $740K
Natural Investments, LLC 0.18% Reduce -2.9% 1,281 $739K
Essex LLC 0.13% Add +1.1% 1,274 $736K
Pennsylvania Capital Management Inc. 0.21% Reduce -0.4% 1,274 $735K
Precedent Wealth Partners, LLC 0.15% No change 1,274 $735K
Crux Wealth Advisors 0.28% Add +4.4% 1,273 $735K
Quantum Financial Advisors, LLC 0.08% Reduce -52.9% 1,270 $733K
Legacy Solutions, LLC 0.68% Reduce -1.9% 1,267 $731K
Fagan Associates, Inc. 0.10% Reduce -7.7% 1,266 $731K
M. Kulyk & Associates, LLC 0.14% No change 1,265 $730K
Dynamic Financial Group 0.60% Reduce -2.5% 1,262 $728K
Barr E S & Co. 0.04% No change 1,260 $727K
Dodds Wealth, LLC 0.18% Reduce -4.5% 1,259 $726K
Walled Lake Planning & Wealth Management, LLC 0.21% Reduce -10.9% 1,256 $725K
Hartford Financial Management Inc. 0.18% No change 1,256 $725K
Sage Financial Group Inc. 0.05% Reduce -8.4% 1,249 $721K
Henson-Edgewater Management, LLC 0.46% No change 1,248 $720K
Everest Financial Group LLC 0.12% New 1,248 $720K
Selby Wealth Management, LLC 0.28% Reduce -1.1% 1,247 $720K
Bragg Financial Advisors, Inc 0.02% Reduce -2.4% 1,247 $720K
Basso Capital Management, L.P. 0.44% Reduce -49.0% 1,245 $719K
MTM Investment Management, LLC 0.23% Add +6.9% 1,244 $718K
M Wealth Management, LLC 0.60% No change 1,244 $718K
WPWealth LLP 0.11% Reduce -5.0% 1,241 $716K
Cullinan Associates Inc. 0.06% Reduce -25.1% 1,240 $716K
AAF Wealth Management, LLC 0.29% No change 1,238 $715K
SJS Investment Consulting Inc. 0.09% Add +21.4% 1,235 $713K
Ascent Advisors, LLC 1.31% — 1,235 $713K
Capasso Planning Partners LLC 0.38% Reduce -13.9% 1,235 $713K
Noesis Capital Mangement Corp. 0.11% Reduce -4.0% 1,234 $712K
Agate Pass Investment Management, LLC 0.28% Reduce -2.0% 1,233 $712K
Naviter Wealth, LLC 0.09% Reduce -0.9% 1,233 $711K
Independence Wealth Advisors, LLC 0.38% Reduce -62.5% 1,232 $711K
Sather Financial Group Inc 0.04% Add +12.2% 1,232 $711K
Pin Oak Investment Advisors Inc. 0.50% Reduce -12.2% 1,231 $710K
Schrum Private Wealth Management LLC 0.54% Add +3.7% 1,228 $709K
Howe & Rusling Inc. 0.05% Reduce -19.0% 1,228 $709K
Caerus Investment Advisors, LLC 0.30% No change 1,224 $706K
Sharkey, Howes & Javer 0.10% Reduce -3.5% 1,223 $706K
Hills Bank & Trust Co 0.03% Reduce -15.2% 1,223 $706K
Walsh & Associates, LLC 0.70% Reduce -5.1% 1,222 $705K
Global View Capital Management LLC 0.19% Reduce -25.6% 1,219 $704K
FSA Advisors, Inc. 0.46% New 1,219 $703K
Thrive Wealth Management, LLC 0.10% Reduce -2.6% 1,210 $699K
Opes Wealth Management LLC 0.12% Reduce -11.9% 1,209 $698K
Zullo Investment Group, Inc. 0.26% Add +11.5% 1,205 $696K
Brogan Financial, Inc. 0.31% Add +0.1% 1,205 $696K
Encompass More Asset Management 0.12% Reduce -90.7% 1,205 $695K
BOS Asset Management, LLC 0.18% No change 1,202 $694K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -4.8% 1,202 $694K
Urban Wealth Management, LLC 0.71% Reduce -2.6% 1,198 $691K
Investment Advisory Services Group LLC 0.60% Reduce -14.1% 1,196 $690K
Wellington Shields Capital Management, LLC 0.10% Reduce -22.4% 1,195 $690K
Oarsman Capital, Inc. 0.09% Reduce -20.9% 1,194 $689K
Johnson & White Wealth Management, LLC 0.29% Reduce -3.2% 1,192 $688K
Meridian Financial Partners LLC 0.26% Reduce -14.9% 1,168 $687K
Rather & Kittrell, Inc. 0.11% Add +0.2% 1,191 $687K
Bell Investment Advisors, Inc 0.11% Reduce -4.0% 1,186 $685K
MBL Wealth, LLC 0.05% Reduce -4.4% 1,186 $685K
Cambridge Capital Management, LLC 0.29% Reduce -7.0% 1,186 $685K
Retirement Management Systems Inc. 0.16% Reduce -10.3% 1,185 $684K
BigSur Wealth Management LLC 0.19% Reduce -54.5% 1,184 $683K
Strategic Financial Partners, Ltd. 0.29% Reduce -15.8% 1,181 $682K
Asset Planning Services Inc. /La/ 0.30% Add +3.1% 1,182 $682K
Towerpoint Wealth, LLC 0.28% Reduce -3.4% 1,181 $681K
Rice Partnership, LLC 0.09% No change 1,180 $681K
Kathmere Capital Management, LLC 0.04% Add +15.3% 1,176 $679K
Summit Financial Strategies, Inc. 0.05% No change 1,174 $677K
LPWM LLC 0.17% Add +2.4% 1,165 $672K
OFS Enterprise LLC 0.20% — 1,163 $671K
Hickory Point Bank & Trust 0.44% Add +14.3% 1,159 $669K
Pacific Sage Partners, LLC 0.11% No change 1,159 $669K
Elevated Financial Group LLC 0.22% Add +36.3% 1,156 $667K
Washington Trust Bank 0.05% Add +11.9% 1,155 $667K
Catalyst Financial Partners LLC 0.08% Reduce -12.8% 1,153 $665K
Northeast Planning Associates, Inc. / NH / 0.45% No change 1,153 $665K
Centerpoint Advisory Group 0.50% Reduce -1.7% 1,152 $665K
DDFG, Inc 0.14% No change 1,150 $664K
LRI Investments, LLC 0.06% Add +0.2% 1,147 $662K
Rockbridge Investment Management, LCC 0.06% No change 1,144 $661K
Valley Wealth Managers, Inc. 0.04% Reduce -2.6% 1,144 $660K
MADDEN SECURITIES Corp 0.20% Add +3.1% 1,143 $660K
First American Bank 0.04% Add +103.9% 1,142 $659K
Alchemi Wealth, LLC 0.36% Reduce -4.0% 1,139 $658K
Waller Financial Planning Group, Inc. 0.15% Reduce -11.1% 1,139 $657K
BetterWealth, LLC 0.13% No change 1,136 $656K
Burns Matteson Capital Management, LLC 0.26% Reduce -7.0% 1,135 $655K
Godshalk Welsh Capital Management, Inc. 0.38% Reduce -4.2% 1,135 $655K
BCU Wealth Advisors, LLC 0.24% Add +0.1% 1,134 $655K
Capital CS Group, LLC 1.35% Reduce -76.6% 1,134 $655K
Barlow Wealth Partners, LLC 0.07% No change 1,007 $653K
Choice Wealth Advisors LLC 0.26% Reduce -8.1% 1,132 $653K
Kennedy Investment Group, Inc. 0.26% Reduce -1.6% 1,131 $653K
Community Financial Services Group, LLC 0.11% No change 1,117 $653K
Tenon Financial LLC 0.26% Add +40.3% 1,129 $651K
Investment Research Partners LLC 0.26% Add +9.7% 1,127 $650K
Kavar Capital Partners Group, LLC 0.08% Add +0.5% 1,126 $650K
Provident Living Financial Services, Inc. 0.72% Add +1.5% 1,123 $648K
Oak Harvest Investment Services 0.07% Reduce -23.0% 1,122 $647K
Harbor Asset Planning, Inc. 0.54% Add +0.2% 1,118 $646K
Capital Advantage, Inc. 0.08% Reduce -0.2% 1,117 $645K
Climber Capital SA 0.42% No change 1,117 $644K
Variant Private Wealth, LLC 0.78% Reduce -1.4% 1,114 $643K
Pitti Group Wealth Management, LLC 0.52% Reduce -0.1% 1,114 $643K
NewSquare Capital LLC 0.06% Reduce -1.1% 1,113 $642K
Q3 Asset Management 0.16% Reduce -94.1% 1,113 $642K
Garrison Point Advisors, LLC 0.29% No change 1,112 $642K
Brasada Capital Management, LP 0.12% No change 1,090 $641K
BankPlus Wealth Management LLC 0.33% No change 1,111 $641K
Index Technologies Group LLC 0.70% Add +0.5% 1,110 $641K
American Asset Management Inc. 0.56% Add +117.7% 1,110 $641K
J2 Capital Management Inc 0.44% Reduce -6.2% 1,107 $639K
Vertrix Wealth Management, LLC 0.24% — 1,107 $639K
Independent Wealth Advisors LLC 0.63% Add +1.8% 1,105 $638K
Park Place Capital Corp 0.13% No change 1,105 $638K
Cowa, LLC 0.18% Reduce -2.2% 1,101 $635K
Flynn Zito Capital Management, LLC 0.20% Reduce -1.1% 1,098 $634K
William Allan Corp 0.37% Add +0.2% 1,096 $632K
DGS Capital Management, LLC 0.10% Reduce -4.5% 1,095 $632K
JDM Financial Group LLC 0.24% Reduce -1.4% 1,093 $631K
Burling Wealth Partners, LLC 0.10% Add +12.3% 1,092 $630K
Prasad Wealth Partners, LLC 0.17% Reduce -3.5% 1,089 $629K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -1.3% 1,087 $627K
Moody National Bank Trust Division 0.06% Reduce -6.4% 1,085 $626K
Creekside Partners 0.26% Reduce -2.1% 1,085 $626K
OLIO Financial Planning 0.17% Reduce -0.2% 1,084 $626K
Valicenti Advisory Services Inc. 0.14% Reduce -5.3% 1,081 $624K
Baskin Financial Services Inc. 0.05% Add +0.1% 1,081 $624K
Evergreen Wealth Partners LLC 0.48% Reduce -2.4% 1,079 $623K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Add +509.6% 1,079 $623K
Hansen & Associates Financial Group, Inc. 0.33% Reduce -55.4% 1,064 $622K
Keystone Financial Services 0.18% No change 1,077 $621K
Raffa Wealth Management, LLC 0.10% Add +0.1% 1,076 $621K
truNorth Financial Services, Inc. 0.64% Reduce -2.5% 1,073 $619K
Evansbrook LLC 0.41% Add +33.4% 1,070 $618K
Claris Financial LLC 0.34% Reduce -0.2% 1,068 $616K
Trust Co of Kansas 0.34% Reduce -22.0% 1,068 $616K
IFC & Insurance Marketing, Inc. 0.64% Add +25.6% 1,064 $614K
Western Pacific Wealth Management, LP 0.62% No change 1,060 $612K
Grey Fox Wealth Advisors, LLC 0.12% Add +3.1% 1,058 $610K
Whelan Financial 0.19% Add +81.6% 1,055 $609K
Sivia Capital Partners, LLC 0.12% Reduce -43.0% 1,054 $608K
Gibson Capital, LLC 0.11% Add +2.4% 1,051 $606K
Vested Financial Planning, LLC 0.46% No change 1,050 $606K
Joel Adams & Associates, Inc. 0.45% No change 1,050 $606K
Unconventional Investor, LLC 0.29% Add +52.3% 1,045 $603K
Gables Capital Management Inc. 0.26% No change 1,045 $603K
Ewing Morris & Co. Investment Partners Ltd. 0.27% Reduce -86.5% 1,042 $601K
GeoWealth Management, LLC 0.02% Reduce -46.3% 1,040 $600K
Independent Family Office, LLC 0.25% No change 1,039 $600K
Whitener Capital Management, Inc. 0.14% Add +6.2% 1,038 $599K
Ashton Thomas Securities, LLC 0.08% New 1,038 $599K
Resources Management Corp. /CT/ 0.08% Add +1.0% 1,032 $596K
Great Waters Wealth Management 0.06% Add +14.2% 1,031 $595K
KMG Fiduciary Partners, LLC 0.04% Add +0.2% 1,030 $594K
Beta Wealth Group, Inc. 0.25% Add +6.0% 1,028 $593K
Daviman Financial, LLC 0.35% Reduce -8.5% 1,028 $593K
Avail Investment Partners, LLC 0.63% — 1,027 $593K
Culbertson A N & Co. Inc. 0.08% Add +9.6% 1,027 $593K
High Net Worth Advisory Group LLC 0.14% No change 1,026 $592K
LifeGoal Investments, LLC 0.34% Add +120.2% 1,013 $592K
WestHill Financial Advisors, Inc. 0.11% Add +0.2% 1,025 $592K
Heritage Investment Group, Inc. 0.09% No change 1,025 $592K
Hartmann Taylor Wealth Management, LLC 0.39% No change 1,022 $590K
2UniFi Bank 0.29% Add +3.5% 1,022 $590K
Brady Family Wealth, LLC 0.18% Add +2.7% 1,018 $588K
Lodestone Wealth Management LLC 0.23% No change 1,017 $587K
First National Advisers, LLC 0.09% Add +2.1% 1,016 $586K
Delta Asset Management LLC 0.05% Add +32.8% 1,016 $586K
Gateway Investment Advisers LLC 0.01% Reduce -76.3% 1,014 $585K
TL Private Wealth 0.23% Add +0.1% 956 $584K
Garrett Wealth Advisory Group, LLC 0.10% Reduce -0.6% 1,012 $584K
Whalerock Point Partners, LLC 0.12% Reduce -40.4% 1,011 $584K
Courage Miller Partners, LLC 0.16% New 1,010 $583K
Canvas Wealth Advisors, LLC 0.10% Add +77.3% 1,009 $582K
Abacus Planning Group, Inc. 0.08% Add +20.1% 1,008 $582K
Summit Financial Wealth Advisors, LLC 0.08% Add +7.2% 1,008 $582K
Iowa State Bank 0.11% Reduce -1.5% 1,007 $581K
Monograph Wealth Advisors, LLC 0.06% Add +29.0% 1,006 $580K
TAGStone Capital, Inc. 0.21% Add +30.5% 1,005 $580K
Legacy Financial Group, Inc. 0.15% Reduce -0.4% 1,003 $579K
Prosperity Planning, Inc. 0.21% New 1,003 $579K
Willis Johnson & Associates, Inc. 0.03% Reduce -6.8% 1,002 $578K
Gruss & Co., LLC 1.35% No change 1,000 $577K
JW Asset Management, LLC 0.24% No change 1,000 $577K
Midwest Financial Partners Investments, Inc. 0.31% Add +9.9% 1,000 $577K
Pitcairn Wealth Advisors LLC 0.05% No change 939 $577K
Archford Capital Strategies, LLC 0.07% Add +5.3% 997 $575K
West Wealth Group, LLC 0.11% Add +28.2% 996 $575K
Alesco Advisors, LLC, An ESL Co 0.01% Add +11.9% 995 $574K
Squire Investment Management Company, LLC 0.16% Add +0.5% 994 $574K
Commons Capital, LLC 0.48% Reduce -12.4% 993 $573K
Herold Advisors, Inc. 0.13% Add +99.2% 992 $572K
Friday Financial 0.20% No change 990 $571K
Arbor Capital Management Inc. 0.46% Add +23.1% 922 $569K
Ahara Advisors LLC 0.48% Add +10.9% 986 $569K
Landaas & Co. /Wi 0.12% Add +4.5% 982 $567K
Canandaigua National Trust Co of Florida 0.45% Reduce -19.5% 981 $566K
Cornerstone Capital, Inc. 0.06% Reduce -56.3% 981 $566K
Davis Capital Management 0.38% Add +0.2% 978 $565K
SYM FINANCIAL Corp 0.06% Add +2.7% 977 $564K
Alexander Randolph Advisory, Inc. 0.49% Reduce -1.0% 977 $564K
B.O.S.S. Retirement Advisors, LLC 0.17% Reduce -1.3% 977 $564K
Nottingham Advisors, Inc. 0.07% No change 975 $563K
Corsicana & Co. 0.36% No change 1,200 $563K
SIH Partners, LLLP 0.02% Add +25.8% 974 $562K
Pacific Park Financial, Inc. 0.37% Reduce -17.7% 973 $562K
InTrack Investment Management Inc 0.32% Reduce -26.0% 972 $561K
Torrey Growth & Income Advisors 0.23% No change 985 $560K
Lakewood Asset Management LLC 0.36% Add +38.4% 969 $559K
Summit Wealth & Retirement Planning, Inc. 0.13% Reduce -11.9% 967 $558K
Elmwood Wealth Management, Inc. 0.15% No change 965 $557K
FLC Capital Advisors 0.10% Reduce -20.3% 965 $557K
Highland Capital Management, LLC 0.03% No change 964 $556K
Able Wealth Management LLC 0.15% Add +6.8% 963 $556K
Worthington Financial Partners, LLC 0.48% Reduce -3.1% 961 $554K
RHS Financial, LLC 0.26% Add +155.6% 961 $554K
AIMZ Investment Advisors, LLC 0.17% Reduce -2.1% 959 $554K
Stevens Capital Partners 0.13% Add +2.4% 955 $551K
Adapt Wealth Advisors, LLC 0.20% Reduce -0.1% 953 $550K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -28.4% 953 $550K
NorthAvenue LLC 0.44% Reduce -1.8% 951 $549K
Claret Asset Management Corp 0.07% Add +5.0% 950 $548K
Rosenberg Matthew Hamilton 0.11% No change 948 $547K
Park Square Financial Group, LLC 4.14% New 945 $545K
Ramiah Investment Group 0.48% Reduce -93.3% 945 $545K
Nicholson Wealth Management Group, LLC 0.32% Reduce -0.3% 945 $545K
Koa Wealth Management, LLC 0.39% Reduce -5.0% 940 $543K
Opus Financial Solutions LLC 0.51% Add +2.4% 940 $543K
Orcam Financial Group 0.38% No change 934 $539K
Shepherd Kaplan Krochuk, LLC 0.45% Add +1.3% 932 $538K
MJP Associates Inc. 0.07% Add +0.7% 931 $537K
Troutman Wealth Management, LLC 0.45% Add +0.1% 930 $537K
Sunbeam Capital Management, LLC 0.31% Add +27.5% 927 $535K
TPG Advisors LLC 0.33% Add +1.9% 926 $535K
Penbrook Management LLC 0.40% Reduce -50.5% 925 $534K
First Bancorp, Inc 0.27% No change 925 $534K
Headland Capital, LLC 0.15% Reduce -2.6% 925 $534K
Alternative Investment Advisors, LLC. 0.24% Reduce -0.2% 922 $533K
Cooper/Haims Advisors, LLC 0.25% Reduce -2.4% 923 $533K
AGH Wealth Advisors, LLC 0.39% No change 920 $531K
Wrenne Financial Planning LLC 0.21% Reduce -1.2% 920 $531K
Meridian Wealth Partners, LLC 0.07% Add +84.7% 920 $531K
RW Investment Management LLC 0.05% — 919 $530K
Cape Ann Savings Bank 0.27% No change 918 $530K
Birch Financial Group, LLC 0.31% Add +8.0% 917 $529K
Bluesphere Advisors LLC 0.19% No change 916 $529K
Mma Asset Management LLC 0.19% Reduce -7.8% 915 $528K
Hamilton Capital, LLC 0.03% No change 915 $528K
AlpenGlobal Capital LLC 0.34% — 914 $528K
Fonville Wealth Management LLC 0.10% Reduce -22.5% 913 $527K
S Harris Financial Group, LLC 0.48% Reduce -7.7% 912 $527K
Obsidian Cio, LLC 0.47% Add +1.4% 912 $526K
Beverly Hills Private Wealth, LLC 0.09% Reduce -7.0% 910 $525K
Fortune Financial Advisors, LLC 0.27% Reduce -9.4% 910 $525K
Avant Financial Advisors LLC 0.37% Reduce -2.1% 909 $525K
SBI Okasan Asset Management Co.Ltd. 0.02% New 940 $525K
Red Tortoise LLC 0.22% Add +0.1% 909 $525K
Boston Trust Walden Corp 0.00% No change 909 $525K
Brooklyn FI, LLC 0.11% Add +17.8% 908 $524K
Sunrise Financial Services, LLC 0.37% Reduce -4.4% 907 $524K
Checchi Capital Advisers, LLC 0.04% Reduce -63.1% 907 $523K
Consilium Wealth Advisory, LLC 0.18% Reduce -8.1% 905 $523K
Missouri Trust & Investment Co 0.15% Add +76.1% 905 $522K
Private Management Group Inc. 0.01% Reduce -18.1% 903 $521K
One Charles Private Wealth Services, LLC 0.13% No change 901 $520K
Philadelphia Trust Co. 0.04% No change 899 $519K
Larch Capital Partners LLC 0.07% New 896 $517K
Great Point Wealth Advisors, LLC 0.10% No change 895 $517K
Arq Wealth Advisors, LLC 0.09% Add +97.3% 892 $515K
Farmers National Bank 0.11% Reduce -5.1% 891 $514K
Planning Alternatives Ltd. 0.07% No change 891 $514K
Forza Wealth Management, LLC 0.18% Add +48.3% 890 $514K
Long Island Wealth Management, Inc. 0.24% Add +0.1% 890 $514K
Range Financial Group LLC 0.17% Add +0.6% 888 $513K
Approach Retirement Advisors, LLC 0.43% Add +0.1% 888 $513K
L. Roy Papp & Associates, LLP 0.06% Reduce -1.4% 888 $513K
Wealthcare Capital Partners, LLC 0.24% No change 887 $512K
Strathmore Capital Advisors, Inc. 0.14% No change 770 $511K
Solutions 4 Wealth, Ltd 0.77% Reduce -24.9% 886 $511K
Farmers & Merchants Investments Inc. 0.01% No change 885 $511K
Chatterton & Associates Inc. 0.36% Reduce -10.5% 837 $511K
Brandywine Trust Co. 0.09% No change 884 $510K
Goldenstone Wealth Management LLC 0.37% Add +0.2% 884 $510K
Vann Equity Management LLC 0.36% — 883 $510K
First Financial Bank - Trust Division 0.04% Add +0.6% 882 $509K
Grove Bank & Trust 0.06% No change 878 $507K
Three Cord True Wealth Management, LLC 0.28% Add +6.7% 877 $506K
Bryant Woods Investment Advisors, LLC 0.19% Add +5.8% 878 $506K
Windsor Capital Management, LLC 0.15% Reduce -2.2% 876 $506K
J. Goldman & Co LP 0.02% Reduce -94.4% 876 $506K
First Long Island Investors, LLC 0.04% No change 875 $505K
Kondo Wealth Advisors, Inc. 0.19% No change 874 $505K
KWB Wealth 0.05% No change 821 $504K
Colonial Trust Advisors 0.04% Reduce -4.9% 873 $504K
Mountain Pacific Investment Advisers LLC 0.09% No change 871 $503K
Strategic Investment Advisors / MI 0.03% Reduce -24.9% 868 $501K
Hopwood Financial Services, Inc. 0.34% No change 865 $499K
Boston Research & Management Inc. 0.12% Add +2.4% 865 $499K
Collar Capital Management, LLC 0.32% Reduce -2.5% 862 $498K
Marathon Trading Investment Management LLC 0.15% Reduce -91.0% 862 $498K
Rooted Wealth Advisors, Inc. 0.13% Add +0.1% 768 $497K
Adelphi Trust Co 0.40% Add +11.4% 861 $497K
Lakeridge Wealth Management LLC 0.21% Reduce -10.4% 861 $497K
Macro Advisors, Inc. 0.21% — 861 $497K
Shared Vision Wealth Group LLC 0.20% No change 860 $496K
Foster & Motley Inc. 0.03% Reduce -0.8% 859 $496K
Drive Wealth Management, LLC 0.10% Reduce -12.5% 859 $496K
Wedgewood Investors Inc. 0.57% New 859 $496K
James J. Burns & Company, LLC 0.07% Add +6.2% 857 $495K
Dixon Fnancial Services, Inc. 0.22% Reduce -3.1% 856 $494K
Peak Financial Management, Inc. 0.13% Reduce -1.2% 855 $493K
Bearing Point Capital, LLC 0.08% Reduce -6.0% 855 $493K
Twin Lakes Capital Management, LLC 0.22% Add +0.1% 853 $492K
Miramar Capital, LLC 0.11% Add +9.8% 852 $492K
Provident Wealth Management, LLC 0.15% No change 851 $491K
Councilmark Asset Management, LLC 0.28% No change 850 $491K
White Pine Capital LLC 0.13% No change 849 $490K
Loudon Investment Management, LLC 0.26% Add +12.5% 847 $489K
Valley Forge Investment Consultants Inc. Adv 0.15% Reduce -29.3% 845 $488K
REDW Wealth LLC 0.19% Reduce -55.2% 845 $488K
Brio Consultants, LLC 0.06% Reduce -20.8% 715 $488K
BlueStem Wealth Partners, LLC 0.05% Add +0.1% 845 $488K
Orographic Financial Advisors, LLC 0.35% — 845 $487K
Cathy Pareto & Associates, Inc. 0.33% Reduce -1.8% 840 $485K
Opus Capital Group, LLC 0.05% No change 840 $485K
GenWealth Group, Inc. 0.08% Reduce -98.1% 839 $484K
Pension & Wealth Management Advisors, Inc. 0.14% Add +1.9% 836 $483K
OMNI 360 Wealth, Inc. 0.25% No change 835 $482K
Blue Line Capital, LLC / IL 0.55% Add +7.2% 835 $482K
Brady Martz Wealth Solutions, LLC 0.08% Add +67.0% 835 $482K
Blue Chip Partners, LLC 0.03% Reduce -5.0% 832 $480K
Auxano Advisors, LLC 0.10% Add +1.3% 832 $480K
RPg Family Wealth Advisory, LLC 0.10% Reduce -10.8% 832 $480K
Primoris Wealth Advisors, LLC 0.34% Add +0.1% 831 $480K
Legacy Wealth Advisors, LLC 0.24% No change 830 $479K
Rise Advisors, LLC 0.17% Add +0.7% 819 $479K
Parkwoods Wealth Partners, LLC 0.12% Reduce -0.8% 827 $477K
Westshore Wealth, LLC 0.17% Add +2.7% 826 $477K
Chancellor Financial Group WB LP 0.34% Reduce -8.3% 824 $476K
Providence First Trust Co 0.17% Reduce -43.5% 823 $475K
Ballast Financial Advisors LLC 0.49% Add +3.0% 823 $475K
Benchmark Investment Advisors LLC 0.28% — 820 $473K
Accelerate Investment Advisors LLC 0.32% Add +0.1% 819 $472K
Syntax Research, Inc. 0.30% No change 818 $472K
Butensky & Cohen Financial Security, Inc. 0.12% Reduce -3.0% 818 $472K
Liberty Atlantic Advisors LLC 0.40% Reduce -2.1% 818 $472K
Triton Financial Group Inc 0.82% Add +79.5% 786 $470K
Baugh & Associates, LLC 0.20% Reduce -0.1% 813 $469K
Capital Investment Counsel, Inc 0.06% Reduce -24.4% 813 $469K
Hurlow Wealth Management Group, Inc. 0.11% No change 812 $469K
Commerce Advisors, LLC 0.39% — 811 $468K
Carson Advisory Inc. 0.24% Add +1.6% 811 $468K
PCM Encore, LLC 0.10% Reduce -6.6% 807 $466K
LVZ, Inc. 0.05% Reduce -2.5% 803 $463K
Southeast Asset Advisors, LLC 0.05% Add +0.1% 802 $463K
Del-Sette Capital Management, LLC 0.28% No change 800 $462K
Chung Wu Investment Group, LLC 0.40% No change 800 $462K
LightSquare Wealth Management, LLC 0.35% — 800 $462K
First Western Trust Bank 0.02% Reduce -1.7% 797 $460K
Sentinel Advisory Group, LLC 0.22% — 794 $458K
Reynders McVeigh Capital Management, LLC 0.02% Add +69.4% 793 $458K
Sculati Wealth Management, LLC 0.17% No change 792 $457K
SevenBridge Financial Group, LLC 0.07% No change 695 $455K
RMG Wealth Management LLC 0.05% New 638 $455K
Gallacher Capital Management LLC 0.17% Add +5.2% 788 $455K
Stokes Family Office, LLC 0.05% Add +2.8% 786 $454K
Daner Wealth Management, LLC 0.27% Add +1.8% 641 $453K
Financial & Tax Architects, LLC 0.10% Add +19.0% 784 $453K
Goepper Burkhardt LLC 0.15% Reduce -9.3% 784 $453K
RBA Wealth Management, LLC 0.16% Add +2.0% 781 $451K
NerdWallet Wealth Partners, LLC 0.20% Add +29.5% 781 $451K
Millington Financial Advisors, LLC 0.19% No change 678 $450K
Kenora Financial, LLC 0.16% Add +18.2% 780 $450K
Bridges Investment Management Inc. 0.01% Reduce -7.0% 779 $450K
Commonwealth Retirement Investments LLC 0.14% Add +10.2% 779 $449K
Suncoast Equity Management 0.05% Add +2.5% 778 $449K
Prairieview Wealth Partners, LLC 0.37% Reduce -11.1% 777 $449K
Crown Wealth Group, LLC 0.13% Reduce -20.0% 776 $448K
MRA Advisory Group 0.18% Reduce -0.1% 776 $448K
Apeiron RIA LLC 0.10% Reduce -0.3% 775 $448K
Cornerstone Financial Group, LLC 0.29% Reduce -3.1% 664 $447K
Veltria Advisors Corp. 1.49% Add +3.3% 656 $447K
HTG Investment Advisors, Inc. 0.13% Reduce -3.0% 774 $447K
Providence Financial Advisors, LLC 0.25% No change 774 $447K
LTG Capital LLC 0.34% No change 774 $447K
Sensible Money, LLC 0.14% No change 772 $446K
Charter Capital Management, LLC\DE 0.22% Reduce -8.4% 772 $446K
Next Level Private LLC 0.10% Add +13.4% 770 $445K
Horizons Wealth Management 0.30% Reduce -0.3% 770 $444K
Forte Asset Management LLC 0.20% No change 770 $444K
Tiller Private Wealth, Inc. 0.16% Add +69.9% 768 $443K
Hohimer Wealth Management, LLC 0.05% Reduce -11.2% 767 $443K
BFI Infinity Ltd. 0.25% Reduce -95.9% 766 $442K
Vanguard Capital Wealth Advisors 0.41% No change 765 $442K
Calder Financial LLC 0.44% Reduce -4.1% 755 $441K
Successful Portfolios LLC 0.24% Add +6.2% 775 $440K
American Wealth Advisors, LLC 0.46% Add +0.1% 763 $440K
Tectonic Advisors LLC 0.02% Add +0.1% 762 $440K
Collective Family Office LLC 0.10% Reduce -4.2% 760 $439K
Woodward Diversified Capital, LLC 0.20% Reduce -11.2% 674 $437K
Leigh Baldwin & Co., LLC 0.28% Reduce -1.9% 756 $436K
Lynx Investment Advisory 0.21% Add +0.1% 755 $436K
Upper Left Wealth Management, LLC 0.26% Add +16.2% 753 $435K
Sara-Bay Financial 0.13% Reduce -1.2% 752 $434K
SK Wealth Management, LLC 0.12% Add +0.1% 736 $433K
Pacific Wealth Strategies Group, Inc. 0.27% Add +15.4% 750 $433K
Parker Financial LLC 0.17% No change 750 $433K
Kirr Marbach & Co. LLC 0.08% No change 750 $433K
Skylands Capital, LLC 0.06% No change 750 $433K
Bedel Financial Consulting, Inc. 0.05% Add +6.4% 750 $433K
Clark Wealth Partners 0.29% Add +0.7% 750 $433K
Avion Wealth 0.09% Reduce -21.8% 750 $432K
Canopy Partners, LLC 0.15% No change 748 $432K
Legacy Capital Group California, Inc. 0.16% Reduce -32.0% 742 $428K
Curbstone Financial Management Corp 0.08% New 742 $428K
Spectrum Financial Alliance Ltd LLC 0.08% Add +0.4% 741 $428K
Bath Savings Trust Co 0.05% Reduce -14.7% 740 $427K
Fiscal Wisdom Wealth Management, LLC 0.41% Add +5.1% 740 $427K
Legacy Capital Wealth Management, LLC 0.25% Reduce -0.7% 739 $427K
Fearless Solutions, LLC dba Best Invest 0.26% Add +6.5% 739 $426K
MN Wealth Advisors, LLC 0.21% Add +3.7% 736 $425K
Spectrum Planning & Advisory Services Inc. 0.21% Add +0.1% 736 $425K
EagleClaw Capital Managment, LLC 0.06% No change 735 $424K
Abound Financial, LLC 0.19% Reduce -7.8% 735 $424K
GLR Partners, LLC 0.23% — 734 $424K
Old Peak Finance LLC 0.25% No change 733 $423K
Gunderson Capital Management LLC 0.18% Add +69.8% 732 $423K
Shepherd Street Advisors LLC 0.42% Reduce -1.7% 732 $423K
1776 Wealth LLC 0.17% No change 732 $422K
Wood Tarver Financial Group, LLC 0.12% Add +10.6% 732 $422K
Sargent Investment Group, LLC 0.06% No change 731 $422K
YANKCOM Partnership 0.17% No change 730 $421K
AssuredPartners Investment Advisors, LLC 0.05% Add +13.7% 715 $421K
Bangor Savings Bank 0.03% Reduce -4.3% 728 $420K
Kaufman Rossin Wealth, LLC 0.24% Add +0.1% 728 $420K
Avalon Trust Co 0.03% Add +13.2% 727 $420K
One Wealth Map LLC 0.20% No change 621 $419K
Wisconsin Capital Management LLC 0.23% Add +15.8% 725 $418K
Old Second National Bank of Aurora 0.09% Reduce -9.4% 725 $418K
Midwest Financial Network, LLC 0.33% Reduce -60.1% 722 $417K
Shira Ridge Wealth Management 0.16% Reduce -1.2% 722 $417K
Atwater Malick LLC 0.11% No change 721 $416K
Arbor Trust Wealth Advisors, LLC 0.18% Reduce -2.0% 720 $415K
Adell Harriman & Carpenter Inc. 0.03% Add +2.9% 719 $415K
Optimus Capital Advisors, LLC 0.24% Reduce -35.6% 717 $414K
Integras Partners LLC 0.27% Reduce -30.2% 716 $413K
Buckhead Capital Management LLC 0.16% Add +0.1% 715 $412K
Lantern Wealth Advisors, LLC 0.21% Add +70.0% 714 $412K
Manuka Financial, LLC 0.25% Add +3.3% 714 $412K
Redwood Wealth Management Group, LLC 0.18% Reduce -6.3% 713 $412K
Rodgers & Associates, LTD 0.04% Add +6.0% 712 $411K
Myecfo, LLC 0.17% Add +0.3% 712 $411K
Mayfair Advisory Group, LLC 0.14% No change 711 $410K
Stenger Family Office, LLC 0.07% New 710 $410K
Mycio Wealth Partners, LLC 0.08% No change 710 $410K
Gordian Advisors LLC 0.27% No change 709 $409K
Francis Financial, Inc. 0.08% Add +2.5% 709 $409K
Trust Co of the South 0.07% No change 709 $409K
Pavion Blue Capital, LLC 0.18% Reduce -1.7% 708 $409K
Corundum Group, Inc. 0.14% No change 706 $407K
Matthew Goff Investment Advisor, LLC 0.07% No change 706 $407K
Laurel Wealth Advisors LLC 0.04% Reduce -0.2% 572 $407K
Wealthstar Advisors, LLC 0.24% Reduce -8.5% 703 $406K
Eubel Brady & Suttman Asset Management Inc. 0.05% No change 701 $405K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.36% No change 696 $402K
Note Advisors, LLC 0.20% No change 696 $402K
Trivium Point Advisory, LLC 0.07% Reduce -95.7% 695 $401K
Founders Grove Wealth Partners, LLC 0.09% No change 695 $401K
von Borstel & Associates, Inc. 0.09% Add +0.1% 695 $401K
CNB Bank 0.17% Add +3.0% 692 $399K
First Hawaiian Bank 0.06% No change 689 $398K
Arrien Investments, Inc. 0.22% Reduce -3.9% 688 $397K
Schear Investment Advisers, LLC 0.17% Reduce -66.1% 687 $397K
Turning Point Benefit Group, Inc. 0.25% Add +75.5% 881 $396K
Mengis Capital Management, Inc. 0.07% Add +12.7% 685 $395K
Trinity Financial Advisors LLC 0.11% Reduce -6.3% 683 $394K
Navigate Wealth Management, LLC 0.28% — 611 $394K
Washington Trust Advisors, Inc. 0.03% Reduce -5.6% 680 $392K
Authentikos Wealth Advisory, LLC 0.26% New 678 $391K
Avant Capital LLC 0.28% Reduce -0.1% 678 $391K
Elser Financial Planning, Inc 0.02% No change 676 $391K
Bank of New Hampshire 0.09% No change 677 $391K
Roberts Wealth Advisors, LLC 0.10% New 677 $391K
CMH Wealth Management LLC 0.07% Add +89.9% 676 $390K
V2 Financial group LLC 0.18% No change 675 $390K
Kinloch Capital, LLC 0.16% No change 675 $390K
Downshift Financial, LLC 0.20% Add +3.5% 595 $389K
Napier Financial, LLC 0.09% New 673 $388K
TFO Wealth Partners, LLC 0.05% Add +11.1% 673 $388K
Phillips Financial Management, LLC 0.03% Reduce -23.4% 672 $388K
Tandem Capital Management Corp. 0.19% Add +2.3% 668 $386K
Cetera Trust Company, N.A 0.22% Add +10.8% 667 $385K
New Republic Capital, LLC 0.13% Add +20.0% 667 $385K
Mendel Money Management 0.16% Add +82.0% 666 $384K
Landing Point Financial Group, LLC 0.19% Add +15.8% 665 $384K
Hudson Portfolio Management LLC 0.32% No change 664 $383K
Roberts Glore & Co. Inc. 0.11% Reduce -0.8% 664 $383K
Quadrant Capital Group LLC 0.01% Add +1.1% 660 $381K
Clarity Wealth Development LLC 0.31% No change 660 $381K
Edgemoor Investment Advisors, Inc. 0.03% No change 657 $379K
GK Wealth Management LLC 0.33% Reduce -9.6% 678 $378K
DWR Wealth Management, LLC 0.33% Add +0.7% 678 $378K
Dickmeyer Boyce Financial Management, Inc. 0.22% — 655 $378K
Sloy Dahl & Holst, LLC 0.05% Add +0.1% 655 $378K
Ruggaard & Associates LLC 0.15% No change 654 $377K
LVW Advisors, LLC 0.04% Add +1.7% 654 $377K
Burton Enright Welch 0.05% Add +8.5% 654 $377K
Harbour Capital Advisors, LLC 0.07% No change 575 $377K
Letson Investment Management, Inc. 0.14% No change 652 $376K
DMC Group, LLC 0.25% Add +3.5% 652 $376K
Udine Wealth Management, Inc. 0.18% New 651 $376K
Riggs Asset Managment Co. Inc. 0.08% Add +11.3% 651 $376K
Single Point Partners, LLC 0.07% Add +3.2% 651 $376K
Hexagon Capital Partners LLC 0.05% New 651 $375K
tru Independence LLC 0.19% New 650 $375K
Sutton Place Investors LLC 0.20% No change 649 $375K
Gallagher Fiduciary Advisors, LLC 0.01% Add +3.5% 647 $373K
Rare Wolf Capital LLC 0.24% No change 647 $373K
New Hampshire Trust 0.08% No change 646 $373K
Santori & Peters, Inc. 0.12% Reduce -1.1% 645 $373K
Versant Capital Management, Inc 0.04% Add +3.2% 645 $372K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 643 $371K
GW Henssler & Associates Ltd. 0.02% No change 643 $371K
Mark Sheptoff Financial Planning, LLC 0.20% Add +31.6% 542 $369K
Holos Integrated Wealth LLC 0.19% Add +20733.3% 625 $368K
Keeler & Nadler Financial Planning & Wealth Management 0.12% Add +10.4% 636 $367K
CLG LLC 0.09% Add +12.8% 634 $366K
Blodgett Wealth Advisors, LLC 0.29% No change 633 $365K
Strategic Investment Solutions, Inc. 0.09% Add +0.3% 633 $365K
Foundry Financial LLC 0.15% Reduce -33.5% 632 $365K
Mountain Hill Investment Partners Corp. 0.22% No change 631 $364K
Lee Danner & Bass Inc. 0.02% Reduce -4.0% 631 $364K
Trueblood Wealth Management, LLC 0.14% No change 630 $364K
Chico Wealth RIA 0.22% Add +1.3% 630 $364K
Vista Investment Partners Ii, LLC 0.16% Reduce -59.4% 629 $363K
Hunter Associates Investment Management LLC 0.05% Add +0.2% 632 $363K
Verus Financial Partners, Inc. 0.03% Reduce -0.5% 566 $363K
Grandfield & Dodd, LLC 0.02% No change 628 $362K
Strategic Point Investment Advisors, LLC 0.05% Reduce -1.7% 628 $362K
ARK & TLK Investments, LLC 0.10% Add +0.3% 627 $362K
Clearwave Capital, LLC 0.25% Reduce -1.1% 627 $362K
Elgethun Capital Management 0.06% Add +0.3% 627 $362K
LCM Capital Management Inc 0.18% No change 626 $361K
Strategic Planning Group, LLC 0.05% Reduce -46.0% 625 $361K
MBA Advisors LLC 0.14% Add +2.5% 626 $361K
Vestor Capital, LLC 0.03% Add +43.2% 623 $360K
Keb Asset Management, LLC 0.07% Reduce -15.2% 623 $360K
Heritage Family Offices, LLP 0.16% Reduce -0.2% 623 $360K
Braun-Bostich & Associates Inc. 0.22% No change 620 $358K
Wiser Advisor Group LLC 0.43% No change 618 $357K
T3 Companies, LLC 0.49% New 615 $355K
FOCUS Wealth Advisors, LLC 0.17% No change 615 $355K
Tufton Capital Management 0.06% Reduce -0.3% 614 $354K
Paces Ferry Wealth Advisors, LLC 0.15% No change 612 $353K
CGC Financial Services, LLC 0.10% Add +2677.3% 611 $353K
Clean Yield Group 0.10% Reduce -32.1% 610 $352K
Mandatum Life Insurance Co Ltd 0.08% Add +7.0% 610 $352K
Bourgeon Capital Management LLC 0.06% Reduce -0.2% 610 $352K
Wincap Financial LLC 0.23% No change 610 $352K
Berman McAleer LLC 0.05% Add +6.1% 609 $352K
Glass Wealth Management Co LLC 0.14% New 609 $351K
Altura Wealth Advisors Inc. 0.15% New 607 $351K
Capstone Wealth Management Group LLC 0.22% No change 606 $350K
PTM Wealth Management, LLC 0.19% No change 593 $349K
Atlatl Advisers LLC 0.26% Reduce -97.7% 605 $349K
Hendershot Investments Inc. 0.05% No change 605 $349K
Rench Wealth Management, Inc. 0.10% Add +36.6% 604 $349K
Legacy Financial Strategies, LLC 0.06% Add +40.2% 603 $348K
Matisse Capital 0.15% Reduce -27.4% 602 $348K
Trevian Wealth Management LLC 0.17% No change 602 $348K
Tevis Investment Management 0.20% Add +0.8% 602 $347K
Baldwin Wealth Partners LLC 0.03% Reduce -9.1% 601 $347K
Financial Security Advisor, Inc. 0.06% Add +10.3% 601 $347K
Pioneer Trust Bank N A 0.08% New 600 $346K
Middleton & Co. Inc. 0.04% Reduce -15.5% 600 $346K
Portus Wealth Advisors, LLC 0.33% No change 599 $346K
Mosley Wealth Management 0.16% Add +1.4% 575 $345K
Integris Wealth Management, LLC 0.08% Reduce -9.3% 598 $345K
Alpha Financial Advisors, LLC 0.11% Add +40.0% 598 $345K
Woodley Farra Manion Portfolio Management Inc. 0.02% Reduce -0.2% 597 $345K
WFA of San Diego, LLC 0.28% Reduce -1.6% 597 $345K
Dover Advisors, LLC 0.14% Reduce -2.0% 595 $343K
Legacy Financial Group LLC 0.04% Add +8.8% 594 $343K
Almanack Investment Partners, LLC. 0.06% Reduce -40.1% 593 $343K
Highland Financial Advisors, LLC 0.09% Add +58.6% 593 $342K
Peak Wealth Management LLC 0.28% No change 591 $341K
Estate Counselors, LLC 0.03% Reduce -95.2% 590 $341K
Caxton Associates LLP 0.01% New 590 $341K
Summitry LLC 0.01% New 589 $340K
Salvus Wealth Management, LLC 0.20% Add +19.0% 589 $340K
Paladin Wealth, LLC 0.23% Reduce -2.3% 587 $339K
Fulcrum Wealth Advisors, LLC 0.28% No change 586 $338K
Avid Wealth Partners LLC 0.16% New 586 $338K
Carlson Financial, Inc. 0.20% Reduce -3.5% 585 $338K
KTF Investments, LLC 0.06% Add +1.2% 585 $338K
Adkins Seale Capital Management LLC 0.33% Add +18.2% 584 $337K
Next Level Wealth Planning, LLC 0.17% Reduce -1.9% 584 $337K
Sendero Wealth Management, LLC 0.04% Reduce -40.1% 583 $336K
Cherry Tree Wealth Management, LLC 0.07% Add +17.3% 582 $336K
Kingsman Wealth Management, Inc. 0.19% No change 582 $336K
Shaker Financial Services, LLC 0.12% No change 582 $336K
Biondo Investment Advisors, LLC 0.04% No change 582 $336K
Altiora Financial Group, LLC 0.06% New 581 $335K
Rodgers Brothers Inc. 0.04% No change 581 $335K
Presper Financial Architects, LLC 0.20% Add +18.7% 578 $334K
Mainstay Capital Management LLC 0.03% Reduce -20.3% 578 $334K
Banque Transatlantique SA 0.01% Add +22.6% 576 $332K
Caitlin John, LLC 0.20% Reduce -70.4% 576 $332K
True Link Financial Advisors, LLC 0.02% Reduce -4.5% 575 $332K
Hidden Cove Wealth Management, LLC 0.21% Reduce -0.2% 574 $331K
Curio Wealth, LLC 0.11% Reduce -5.1% 572 $330K
Private Wealth Management Group, LLC 0.09% Add +9.4% 571 $330K
Clear Investment Research, LLC 0.51% No change 570 $329K
Elevate Wealth Advisory, Inc. 0.21% Add +1.4% 569 $328K
IMZ Advisory Inc 0.12% Add +2.5% 568 $328K
GEM Asset Management, LLC 0.14% Add +10.5% 568 $328K
Security National Bank of So Dak 0.16% No change 567 $327K
Bishop & Co Investment Management, LLC 0.11% Reduce -0.7% 566 $327K
ArborFi Advisors, LLC 0.27% Reduce -0.2% 565 $326K
Strive Financial Group ,LLC 0.17% Add +72.7% 563 $325K
Larry Mathis Financial Planning, LLC 0.29% Reduce -91.8% 563 $325K
Burkett Financial Services, LLC 0.11% Reduce -31.3% 562 $325K
Aull & Monroe Investment Management Corp 0.15% No change 560 $323K
Trexquant Investment LP 0.00% Reduce -15.6% 559 $323K
L.K. Benson & Company, P.C. 0.11% No change 558 $322K
Allred Capital Management, LLC 0.12% Reduce -2.6% 558 $322K
Wheels Up Wealth, Inc. 0.30% Reduce -15.5% 557 $322K
Northern Lights Advisors, Inc. 0.22% No change 555 $321K
Newport Capital Group, LLC 0.19% Add +7.2% 554 $320K
Houlihan Financial Resource Group, Ltd. 0.12% No change 554 $320K
Atlantic Family Wealth, LLC 0.23% New 553 $319K
Copia Wealth Management 0.22% Reduce -18.3% 552 $319K
Sunpointe, LLC 0.10% Reduce -38.8% 551 $318K
Mason & Associates Inc 0.06% Add +0.3% 570 $318K
Constitution Capital LLC 0.16% No change 551 $318K
Weaver Capital Management LLC 0.07% Reduce -7.9% 551 $318K
Oliver Luxxe Assets LLC 0.05% New 550 $317K
Evermay Wealth Management LLC 0.04% Add +12.5% 549 $317K
VestGen Investment Management 0.17% Reduce -75.9% 549 $317K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% No change 545 $315K
Cassady Wealth & Retirement Planning, LLC 0.16% Add +1.9% 470 $314K
First County Bank 0.17% Add +40.7% 543 $313K
BlueSky Wealth Advisors, LLC 0.04% Add +46.1% 542 $313K
Shelton Wealth Management, LLC 0.14% No change 541 $312K
Stonebridge Capital Advisors LLC 0.02% Reduce -25.6% 539 $311K
Lutz Financial Services LLC 0.02% Reduce -2.2% 539 $311K
Flagstone Financial Management 0.08% Reduce -2.9% 536 $309K
Bedell Frazier Investment Counselling, LLC 0.06% Reduce -16.8% 534 $308K
DDD Partners, LLC 0.02% Reduce -52.7% 533 $308K
Financial Counselors Inc. 0.43% No change 533 $308K
Clay Northam Wealth Management, LLC 0.17% No change 533 $308K
Demming Financial Services Corp. 0.22% New 533 $308K
Legacy Wealth Management, LLC 0.02% Add +3.9% 533 $308K
Professional Financial Solutions LLC 0.27% No change 532 $307K
Jacobs & Co. 0.03% No change 532 $307K
Human Investing LLC 0.04% Add +35.1% 531 $306K
Citrine Capital LLC 0.13% New 530 $306K
Hoge Financial Services, LLC 0.16% Add +0.2% 530 $306K
Signature Resources Capital Management, LLC 0.14% Reduce -1.5% 529 $305K
Alexander Labrunerie & Co., Inc. 0.11% Add +0.2% 525 $303K
Measured Risk Portfolios, Inc. 0.33% Reduce -4.0% 524 $302K
Rede Wealth, LLC 0.11% Reduce -3.3% 524 $302K
Vermillion Wealth Management, Inc. 0.12% Add +0.4% 521 $301K
Nestegg Advisors, Inc. 0.26% No change 520 $300K
VAUGHAN & Co SECURITIES, INC. 0.16% No change 519 $300K
Wayfinding Financial, LLC 0.13% Add +0.8% 519 $299K
Shearwater Capital LLC 0.16% Reduce -2.3% 518 $299K
LifeWealth Investments, LLC 0.09% Reduce -24.8% 518 $299K
Olistico Wealth, LLC 0.15% No change 517 $299K
Carnegie Lake Advisors LLC 0.12% Add +8.4% 515 $297K
Freedom Day Solutions, LLC 0.08% No change 515 $297K
Churchill Financial Advisors, LLC 0.06% No change 515 $297K
Townsend & Associates, Inc 0.03% No change 452 $296K
Etesian Wealth Advisors, Inc. 0.09% New 513 $296K
Emissary Wealth LLC 0.28% No change 513 $296K
SilverOak Wealth Management LLC 0.05% Reduce -0.2% 512 $296K
Hudson Capital Management LLC 0.08% Add +20.2% 512 $296K
Delta Financial Advisors LLC 0.08% Add +38.9% 511 $295K
Park Edge Advisors, LLC 0.07% Reduce -93.7% 511 $295K
Elyxium Wealth, LLC 0.09% Add +17.3% 509 $294K
Yardley Wealth Management LLC 0.15% Reduce -23.5% 508 $293K
Capital Square, LLC 0.14% Reduce -8.9% 441 $293K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 508 $293K
Private Wealth Advisors, LLC 0.08% New 508 $293K
Investment Management Trust, LLC 0.29% — 507 $293K
Philip James Wealth Mangement, LLC 0.04% Reduce -73.1% 507 $293K
Southern Financial Group, LLC 0.08% No change 507 $293K
Aventura Private Wealth, LLC 0.11% Add +146.8% 506 $292K
BHK Investment Advisors, LLC 0.10% Reduce -0.4% 506 $292K
Knightsbridge Asset Management, LLC 0.04% Reduce -9.7% 505 $292K
Brooks, Moore & Associates, Inc. 0.15% No change 505 $291K
R.H. Investment Group, LLC 0.22% New 480 $291K
Vision Capital Management, Inc. 0.04% No change 504 $291K
G2 Capital Management, LLC / Oh 0.07% Add +0.6% 503 $290K
Paradigm, Strategies in Wealth Management, LLC 0.20% Reduce -17.0% 503 $290K
Atwood & Palmer Inc. 0.02% Add +0.2% 503 $290K
Potomac Fund Management Inc. 0.01% Add +4.2% 502 $290K
Westbourne Investments, Inc. 0.14% New 502 $290K
Investment Insight Wealth Management, LLC 0.31% Add +0.6% 502 $290K
TPG Financial Advisors, LLC 0.09% No change 501 $289K
Ruedi Wealth Management, Inc. 0.07% Reduce -8.6% 501 $289K
Prosperity Advisers, LLC 0.24% Add +7.5% 500 $289K
WHI TRUST Co LLC 0.22% No change 500 $289K
OMC Financial Services LTD 0.11% No change 500 $289K
Muzinich & Co., Inc. 0.10% Reduce -41.2% 500 $289K
City State Bank 0.07% No change 500 $289K
Harvey Capital Management Inc. 0.07% No change 500 $289K
Gould Asset Management LLC 0.05% No change 500 $289K
Interchange Capital Partners, LLC 0.09% No change 592 $288K
North Berkeley Wealth Management, LLC 0.15% Add +1.0% 498 $287K
Financial Gravity Asset Management, Inc. 0.05% Reduce -20.4% 498 $287K
LMG Wealth Partners, LLC 0.05% No change 497 $287K
Ferguson Shapiro LLC 0.09% Reduce -83.4% 497 $287K
Postrock Partners LLC 0.13% No change 497 $287K
EnRich Financial Partners LLC 0.08% No change 497 $287K
Haven Private, LLC 0.12% Add +24.3% 496 $286K
Orgel Wealth Management, LLC 0.01% Add +35.9% 496 $286K
Whitcomb & Hess, Inc. 0.07% No change 495 $286K
Certior Financial Group, LLC 0.18% Reduce -2.6% 494 $285K
Grand Wealth Management, LLC 0.13% No change 490 $283K
DecisionMap Wealth Management, LLC 0.18% Add +9.4% 490 $283K
LWM Advisors Inc. 0.24% Reduce -15.3% 489 $282K
Symmetry Partners, LLC 0.02% New 488 $282K
Newman Dignan & Sheerar, Inc. 0.06% Reduce -2.0% 487 $281K
William Mack & Associates, Inc. 0.16% Reduce -29.3% 487 $281K
Brown Financial Advisors 0.11% Add +11.2% 486 $281K
Paragon Financial Partners, Inc. 0.16% No change 440 $280K
RKL Wealth Management LLC 0.03% Reduce -71.2% 483 $279K
Piedmont Capital Management, LLC 0.19% No change 482 $278K
Providence Capital Advisors, LLC 0.05% Add +16.2% 481 $278K
Retiremitten Financial LLC 0.13% — 481 $278K
Twelve Points Wealth Management LLC 0.06% No change 481 $277K
Red Reef Advisors LLC 0.29% Reduce -19.7% 480 $277K
CoreFirst Bank & Trust 0.15% No change 480 $277K
Ballast, Inc. 0.06% Add +29.4% 480 $277K
Madson Wealth Advisors Inc 0.23% — 479 $277K
Seneca Financial Advisors LLC 0.08% No change 479 $276K
Centennial Advisors, LLC 0.35% Add +3.5% 479 $276K
ForthRight Wealth Management, LLC 0.08% Add +1.5% 477 $275K
Piscataqua Savings Bank 0.19% Reduce -9.5% 477 $275K
Guardian Partners Inc. 0.02% Reduce -94.7% 476 $275K
ARS Investment Partners, LLC 0.01% No change 477 $275K
Wingate Wealth Advisors, Inc. 0.15% Reduce -23.2% 477 $275K
ONE Advisory Partners, LLC 0.08% Reduce -7.2% 476 $275K
Allen Wealth Management, LLC 0.14% New 476 $275K
IFC Advisors LLC 0.04% Reduce -17.4% 476 $275K
Fairfield, Bush & Co. 0.15% Add +0.2% 475 $274K
Hilton Head Capital Partners, LLC 0.15% No change 474 $274K
Stordahl Capital Management, Inc. 0.06% No change 474 $274K
Nicholas Wealth, LLC. 0.19% Add +0.2% 474 $273K
Bright Futures Wealth Management, LLC. 0.19% Reduce -5.0% 473 $273K
Sterneck Capital Management, LLC 0.12% No change 473 $273K
Allied Investment Advisors, LLC 0.04% No change 472 $272K
Praetorian Wealth Management, Inc. 0.05% Add +8.4% 449 $272K
3Chopt Investment Partners, LLC 0.06% No change 471 $272K
Planwiser Financial, LLC 0.20% No change 426 $272K
Rogco, LP 0.09% No change 470 $271K
Stableford Capital II LLC 0.10% New 469 $271K
Marest Capital, LLC 0.16% No change 467 $270K
Seven Mile Advisory 0.19% No change 467 $270K
New World Advisors LLC 0.05% Reduce -4.9% 467 $270K
United Financial Planning Group LLC 0.16% No change 467 $270K
Kelly Financial Services LLC 0.07% Add +0.9% 466 $269K
Broadview Financial Management, LLC 0.18% No change 465 $269K
Rossby Financial, LCC 0.06% Add +18.9% 459 $268K
Level Wealth Management LLC 0.13% Add +0.2% 465 $268K
Pathfinder Wealth Consulting, Inc. 0.17% No change 463 $267K
WorthPointe, LLC 0.07% Reduce -88.9% 460 $266K
Cidel Asset Management Inc. 0.01% No change 460 $266K
Wallace Advisory Group, LLC 0.28% Add +3.4% 459 $265K
Leisure Capital Management 0.09% No change 458 $264K
Sage Rhino Capital LLC 0.05% Reduce -14.7% 458 $264K
Clarion Wealth Managment Partners, LLC 0.24% No change 457 $264K
Summit Investment Advisory Services, LLC 0.10% Add +0.2% 457 $263K
Stone Loft Wealth Management LLC 0.19% New 456 $263K
Lee Johnson Capital Management, LLC 0.09% No change 456 $263K
Prelude Capital Management, LLC 0.02% New 455 $263K
Acute Investment Advisory, LLC 2.94% Reduce -47.6% 454 $262K
Westwind Capital 0.06% New 454 $262K
First Pacific Financial 0.03% Add +0.2% 453 $261K
Ring Mountain Capital, LLC 0.14% Add +2.0% 452 $261K
Farringdon Capital, Ltd. 0.06% New 452 $261K
NFC Investments, LLC 0.07% No change 450 $260K
MWA Asset Management 0.14% Reduce -7.0% 449 $259K
MJT & Associates Financial Advisory Group, Inc. 0.19% No change 448 $259K
SFE Investment Counsel 0.04% Add +12.3% 448 $258K
Torrey-Payne Wealth Management, LLC 0.24% No change 446 $257K
Generation Capital Management LLC 0.19% No change 445 $257K
CAP Partners, LLC 0.14% Add +3.5% 444 $256K
Meramec Financial Planners, LLC 0.10% Add +0.3% 396 $256K
RS Crum Inc. 0.05% Add +13.0% 443 $255K
Everpar Advisors LLC 0.09% New 442 $255K
Readystate Asset Management LP 0.03% New 442 $255K
Premier Path Wealth Partners, LLC 0.03% No change 442 $255K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Add +10.3% 439 $253K
Forbes J M & Co. LLP 0.02% No change 439 $253K
SkyView Investment Advisors, LLC 0.03% No change 436 $252K
POM Investment Strategies, LLC 0.31% Reduce -98.2% 436 $252K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -17.9% 436 $252K
Hilltop Partners LLC 0.06% Add +5.8% 436 $251K
Comprehensive Money Management Services LLC 0.16% No change 435 $251K
Causey Wealth LLC 0.11% New 435 $251K
Caldwell Sutter Capital, Inc. 0.10% Reduce -1.4% 435 $251K
Buffalo Business & Estate Services Ltd. 0.04% Add +0.2% 435 $251K
Kuhn & Co Investment Counsel 0.16% Add +0.5% 433 $250K
Burford Brothers, Inc. 0.10% No change 433 $250K
HighMark Wealth Management LLC 0.10% Reduce -2.5% 432 $250K
Western Reserve Capital Management, LLC 0.20% No change 432 $249K
Investors Portfolio Services LLC 0.23% Add +0.2% 432 $249K
Corrado Advisors, LLC 0.13% Reduce -4.2% 432 $249K
IFS Advisors, LLC 0.13% No change 431 $249K
TD Capital Management LLC 0.02% Add +0.2% 431 $249K
Palladiem, LLC 0.24% No change 430 $248K
MV Capital Management, Inc. 0.02% Add +124.0% 430 $248K
IFS Group,LLC 0.22% — 430 $248K
Dahring | Cusmano LLC 0.15% Reduce -27.2% 429 $248K
Maltin Wealth Management, Inc. 0.09% No change 428 $247K
Creative Capital Management Investments LLC 0.07% No change 428 $247K
ASL Financial, LLC 0.20% Reduce -45.5% 427 $246K
1834 Investment Advisors Co. 0.03% New 427 $246K
Integrated Capital Management, Inc. 0.16% Add +0.2% 427 $246K
Legacy PCG, LLC 1.34% Reduce -74.6% 426 $246K
Hardworking Capital Advisors, LLC 0.23% Reduce -1.2% 426 $246K
Hilltop Wealth Advisors, LLC 0.15% Reduce -5.3% 425 $245K
Beacon Wealthcare LLC 0.09% No change 425 $245K
Phraction Management LLC 0.07% New 425 $245K
Leverty Financial Group, LLC 0.05% Add +1.7% 425 $245K
Rebalance, LLC 0.01% No change 425 $245K
Mainstream Capital Management LLC 0.16% Reduce -0.2% 423 $244K
Chesapeake Wealth Management 0.07% No change 423 $244K
Calydon Capital 0.04% Reduce -3.4% 423 $244K
Studio Investment Management LLC 0.04% No change 421 $243K
Glass Jacobson Investment Advisors llc 0.08% Reduce -32.9% 419 $242K
Thoma Capital Management LLC 0.14% Reduce -82.0% 418 $242K
Investors Research Corp 0.05% Add +0.2% 417 $241K
Cary Street Partners Investment Advisory LLC 0.06% Add +23.1% 416 $240K
Independence Financial Advisors, LLC 0.07% New 416 $240K
Bell & Brown Wealth Advisors, LLC 0.08% Add +1.2% 415 $240K
New Insight Wealth Advisors 0.09% Add +4.8% 415 $240K
American Capital Advisory, LLC 0.10% Reduce -1.7% 415 $240K
Nvest Wealth Strategies, Inc. 0.17% Reduce -22.7% 415 $240K
Riverchase Wealth Management, LLC 0.12% No change 414 $239K
Ogorek Anthony Joseph /NY/ 0.07% Add +5.9% 415 $239K
Anfield Capital Management, LLC 0.07% Add +2.2% 413 $239K
Elm Partners Management LLC 0.01% Reduce -12.9% 427 $239K
Sunburst Financial Group, LLC 0.05% No change 413 $238K
Centerpoint Advisors, LLC 0.08% Add +32.0% 412 $238K
Pacific Wealth Management 0.13% No change 412 $238K
Robinswood Financial LLC 0.07% Add +2.0% 411 $237K
Regimen Wealth, LLC 0.07% No change 411 $237K
Bull Oak Capital, LLC 0.09% No change 411 $237K
Lane Brothers & Co. Inc. 0.17% Reduce -15.6% 411 $237K
Endowment Wealth Management, Inc. 0.10% Reduce -5.7% 411 $237K
Stage Harbor Financial, LLC 0.16% No change 410 $237K
Cove Private Wealth, LLC 0.05% New 410 $237K
Tilson Financial Group, Inc. 0.07% Add +0.2% 410 $236K
Beckerman Institutional, LLC 0.13% Reduce -4.6% 411 $236K
626 Financial, LLC 0.11% Add +15.5% 409 $236K
Paul R. Ried Financial Group, LLC 0.11% New 409 $236K
Staley Capital Advisers Inc. 0.01% New 409 $236K
Greenland Capital Management LP 0.05% New 408 $235K
Balanced Rock Investment Advisors LLC 0.17% Add +17.9% 408 $235K
ELCO Management Co., LLC 0.11% Add +5.2% 406 $234K
Orin Green Financial, LLC 0.10% No change 406 $234K
Warburton Capital Management, LLC 0.11% No change 385 $234K
Lathrop Investment Management Co. 0.04% Reduce -6.7% 405 $234K
True Wealth Design, LLC 0.06% Add +114.9% 404 $233K
Hirtle & Co., LLC 0.01% Reduce -0.5% 404 $233K
Legacy Wealth Management, LLC / MS 0.07% Add +0.3% 403 $233K
Mustard Seed Financial, LLC 0.14% Reduce -4.7% 402 $232K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -8.1% 400 $231K
Blossom Wealth Management 0.34% Reduce -17.5% 400 $231K
Act Wealth Management, LLC 0.08% New 400 $231K
Field & Main Bank 0.07% No change 400 $231K
ESL Trust Services, LLC 0.04% No change 400 $231K
Madison Asset Management, LLC 0.00% No change 400 $231K
Wealth Management Resources, Inc. 0.08% New 399 $230K
Toews Corp. 0.09% Add +1.3% 399 $230K
Members Trust Co 0.01% No change 399 $230K
Hager Investment Management Services, LLC 0.13% Reduce -1.2% 398 $230K
Capital Counsel LLC 0.01% Reduce -1.5% 398 $230K
Asio Capital, LLC 0.03% Add +7.3% 397 $229K
Crescent Sterling, Ltd. 0.22% No change 396 $229K
Cypress Capital, LLC 0.07% Add +0.3% 395 $228K
Congress Asset Management Co. 0.00% Reduce -2.2% 395 $228K
Integrity Investment Advisors, LLC 0.12% No change 394 $227K
New England Professional Planning Group Inc. 0.10% No change 394 $227K
Godfrey Financial Associates, Inc. 0.19% Reduce -3.2% 392 $226K
Decision Investments, Inc. 0.26% No change 391 $226K
Clifford Group, LLC 0.17% New 390 $225K
Sankala Group LLC 0.18% New 396 $225K
Hughes Financial Services, LLC 0.03% No change 389 $225K
TFC Financial Management, Inc. 0.03% Add +0.3% 389 $224K
Cascade Investment Group, Inc. 0.15% No change 388 $224K
CGN Advisors LLC 0.02% Reduce -2.5% 388 $224K
Cassilly Financial Group LLC 0.19% New 387 $223K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -99.3% 387 $223K
Quaker Wealth Management, LLC 0.07% Add +1.6% 387 $223K
Cedar Point Capital Partners, LLC 0.14% Reduce -3.8% 385 $222K
Vigil Wealth Management, LLC 0.18% Add +3.8% 385 $222K
Skyline Advisors, Inc. 0.08% No change 384 $222K
Clarity Retirement & Wealth, LLC 0.18% Reduce -34.3% 384 $222K
Independent Investors Inc. 0.04% No change 383 $221K
Murphy & Mullick Capital Management Corp 0.16% Add +17.9% 382 $220K
Marble Harbor Investment Counsel, LLC 0.02% Reduce -58.4% 381 $220K
Old North State Wealth Management, LLC 0.10% Reduce -4.1% 377 $219K
Tribridge Partners Financial LLC 0.09% No change 374 $219K
Yoder Wealth Management, Inc. 0.10% No change 379 $219K
John G Ullman & Associates Inc. 0.03% No change 379 $219K
Wealthcare Capital Management LLC 0.02% Reduce -64.6% 378 $218K
North Forty Two & Co. 0.20% No change 377 $218K
Forefront Wealth Partners, LLC 0.09% Add +13.9% 376 $217K
Allstreet Capital Advisors LLC 0.16% No change 376 $217K
LifePlan Investment Advisors, Inc. 0.09% No change 375 $216K
Signature Wealth Management Group 0.08% New 375 $216K
Motco 0.02% Add +39.9% 375 $216K
Great Oak Capital Partners, LLC 0.05% New 357 $216K
Rowlandmiller & Partners.adv 0.04% Add +28.5% 374 $216K
5th Street Advisors, LLC 0.09% New 373 $215K
Brickley Wealth Management 0.04% New 372 $215K
Redmond Asset Management, LLC 0.06% Reduce -7.7% 371 $214K
Cookson Peirce & Co. Inc. 0.01% Add +10.8% 369 $213K
Grand Central Investment Group 0.16% No change 369 $213K
Cabot Wealth Management Inc. 0.02% Reduce -1.6% 367 $212K
Wharton Business Group, LLC 0.01% No change 366 $211K
Journey Retirement Planning & Investment Management LLC 0.19% Reduce -60.4% 365 $211K
Weinberger Asset Management, Inc 0.08% New 364 $210K
Ethos Capital Management, Inc. 0.18% Reduce -0.3% 364 $210K
Dominguez Wealth Management Solutions, Inc. 0.13% Add +3.7% 364 $210K
Baldwin Investment Management, LLC 0.02% Add +8.4% 363 $210K
Blalock Williams, LLC 0.16% No change 362 $209K
First National Bank Sioux Falls 0.06% Reduce -16.9% 325 $208K
Plum Street Advisors, LLC 0.07% Add +2.6% 360 $208K
Financial Consulate, Inc. 0.03% Add +4.3% 360 $208K
Morling Financial Advisors, LLC 0.06% Reduce -1.6% 360 $208K
Castleview Partners, LLC 0.11% Add +8.4% 360 $208K
KDK Private Wealth Management, LLC 0.19% No change 359 $208K
Navalign, LLC 0.05% Reduce -5.5% 359 $207K
Mowery & Schoenfeld Wealth Management, LLC 0.32% No change 358 $207K
Coston, McIsaac & Partners 0.05% Add +1.7% 357 $206K
One Wealth Advisors, LLC 0.03% No change 356 $205K
Theory Financial LLC 0.07% No change 356 $205K
Holland Advisory Services, Inc. 0.27% New 355 $205K
KOM Wealth Management Group, LLC 0.14% Reduce -1.1% 353 $204K
Lincoln Capital LLC 0.04% No change 353 $204K
Steigerwald, Gordon & Koch Inc. 0.02% No change 353 $204K
Nordwand Advisors, LLC 0.04% New 353 $204K
Resurgent Financial Advisors LLC 0.07% New 352 $203K
St. Johns Investment Management Company, LLC 0.09% Add +0.3% 352 $203K
Compton Financial Group, LLC 0.04% No change 351 $203K
Wernau Asset Management Inc. 0.21% No change 350 $202K
Gainplan LLC 0.15% Reduce -73.6% 350 $202K
Impact Capital Partners LLC 0.06% No change 350 $202K
Wilkins Investment Counsel Inc. 0.03% No change 350 $202K
TrinityBridge Ltd 0.01% No change 350 $202K
Oath Planning, LLC 0.18% Add +0.3% 350 $202K
Mb, Levis & Associates, LLC 0.08% No change 349 $202K
Teachers Insurance & Annuity Association of America 0.25% Reduce -19.8% 349 $201K
SMH Capital Advisors Inc. 0.57% Add +0.3% 349 $201K
Petersen Hastings Wealth Advisors Inc. 0.02% New 348 $201K
Harbour Investment Management LLC 0.11% Reduce -11.9% 347 $200K
Cypress Capital Management LLC (WY) 0.19% No change 341 $197K
Frazier Financial Advisors, LLC 0.11% Add +19.5% 337 $195K
Bellevue Asset Management, LLC 0.10% Add +6.3% 335 $194K
Stone House Investment Management, LLC 0.03% Reduce -13.3% 333 $192K
Hoese & Co LLP 0.14% No change 324 $187K
Tripletail Wealth Management, LLC 0.25% Add +1.6% 315 $184K
Luminist Capital LLC 0.24% Reduce -33.4% 311 $180K
Legacy Bridge, LLC 0.07% Add +37.6% 311 $180K
Beutel, Goodman & Co Ltd. 0.00% No change 305 $176K
Oak Family Advisors, LLC 0.05% Reduce -6.2% 302 $174K
Hikari Tsushin, Inc. 0.01% No change 302 $174K
Magnolia Wealth Management, LLC 0.10% New 299 $173K
Perkins Coie Trust Co 0.03% No change 299 $173K
SRH Advisors, LLC 0.05% No change 295 $170K
Insight 2811, Inc. 0.07% New 293 $169K
LGT Financial Advisors LLC 0.86% No change 290 $167K
Horrell Capital Management, Inc. 0.08% No change 287 $166K
Cranbrook Wealth Management, LLC 0.03% No change 285 $164K
IFG Advisory, LLC 0.47% Reduce -99.7% 285 $164K
Basepoint Wealth LLC 0.09% No change 284 $164K
Birchwood Financial Partners, Inc. 0.15% No change 278 $161K
Virginia Estate & Retirement Planning Advisors Inc. 0.28% — 276 $159K
West Branch Capital LLC 0.04% Add +7.0% 275 $159K
Consultiva Wealth Management, Corp. 0.45% No change 270 $156K
Thomas J. Herzfeld Advisors, Inc. 0.05% No change 270 $156K
Asset Management One Co., Ltd. 0.00% Reduce -45.7% 264 $152K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 264 $152K
Ascentis Wealth Management, LLC 0.03% Reduce -27.6% 262 $151K
Sherman Asset Management, Inc. 0.14% No change 258 $149K
Kilter Group LLC 0.06% No change 254 $147K
Tiaa Trust, National Association 0.01% Reduce -99.0% 254 $147K
North Ridge Wealth Advisors, Inc. 0.08% Add +33.9% 253 $146K
Operose Advisors LLC 0.03% Reduce -11.9% 252 $145K
Prosperity Bancshares Inc 0.12% No change 250 $144K
Centennial Bank 0.05% No change 250 $144K
Networth Advisors, LLC 0.10% Add +0.4% 250 $144K
Canton Hathaway, LLC 0.03% Reduce -2.4% 246 $142K
Longaeva Partners L.P. 0.01% New 246 $142K
VSM Wealth Advisory, LLC 0.04% No change 241 $139K
Hanson & Doremus Investment Management 0.02% No change 240 $139K
Hurley Capital, LLC 0.07% No change 237 $137K
Uptown Financial Advisors LLC 0.11% No change 232 $134K
Investment Research & Advisory Group, Inc. 0.05% Add +0.9% 231 $133K
Cutler Capital Management, LLC 0.04% Reduce -40.8% 228 $132K
Graney & King, LLC 0.07% Reduce -30.5% 228 $132K
Bare Financial Services, Inc 0.03% No change 228 $132K
Leo H. Evart, Inc. 0.11% — 224 $129K
Southern Michigan Bank & Trust 0.05% — 222 $128K
Nvwm, LLC 0.03% Reduce -82.8% 220 $127K
Financial Connections Group, Inc. 0.04% No change 210 $121K
Morgan Dempsey Capital Management LLC 0.06% Add +154.9% 209 $121K
Breakwater Investment Management 0.04% No change 208 $120K
Medallion Wealth Advisors, LLC 0.04% Add +2.5% 206 $119K
Mechanics Financial Corp 0.05% No change 203 $117K
CKW Financial Group 0.01% No change 201 $117K
Peck Wealth Management, LLC 0.11% No change 195 $113K
Barrett & Company, Inc. 0.04% Add +0.6% 182 $105K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 174 $101K
Strategic Wealth Advisors LLC 0.08% No change 171 $98K
Millstone Evans Group, LLC 0.06% Reduce -14.4% 166 $96K
Dynamic Wealth Strategies, LLC 0.05% No change 164 $95K
Midwest Capital Advisors, LLC 0.04% No change 162 $94K
Smallwood Wealth Investment Management, LLC 0.05% Add +2.6% 160 $92K
TOWER TRUST & INVESTMENT Co 0.06% No change 160 $92K
Pflug Koory, LLC 0.04% Add +22.6% 152 $88K
Wall Street Financial Group, Inc. 0.05% New 145 $84K
Pacifica Partners Inc. 0.03% New 140 $81K
Raleigh Capital Management Inc. 0.03% Reduce -95.7% 140 $81K
LM Advisors LLC 0.44% Add +3.8% 46,096 $80K
Go Invest LLC 0.02% Add +7.1% 135 $78K
Van Eck Associates Corp. 0.00% Add +4.8% 132 $76K
Peterson Wealth Services 0.02% Reduce -50.0% 130 $75K
Ballast Advisors LLC 0.02% New 128 $74K
Cornerstone Financial Management LLC 0.07% No change 125 $72K
JCIC Asset Management Inc. 0.02% No change 120 $69K
Quent Capital, LLC 0.00% Reduce -58.0% 120 $69K
Barnes Dennig Private Wealth Management LLC 0.07% No change 118 $68K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -4.1% 117 $68K
Prestige Wealth Management Group LLC 0.01% Reduce -48.0% 117 $68K
Hamrick Investment Counsel, llc 0.04% New 111 $64K
PayPay Securities Corp 2.22% Reduce -13.8% 100 $64K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +146.7% 111 $64K
Trask Adam Roland 0.06% — 110 $63K
Gleason Group, Inc. 0.01% Reduce -0.9% 109 $63K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 109 $63K
Gold Investment Management Ltd. 0.02% No change 101 $58K
Delos Wealth Advisors, LLC 0.03% No change 100 $58K
Bravera Wealth 0.03% No change 100 $58K
Ramirez Asset Management, Inc. 0.01% Reduce -50.0% 100 $58K
New England Capital Financial Advisors LLC 0.02% Add +1.0% 100 $58K
ROSS\JOHNSON & Associates LLC 1.00% No change 96 $55K
Financial Network Wealth Advisors LLC 0.06% Add +17.1% 96 $55K
Beaird Harris Wealth Management, LLC 0.00% No change 93 $54K
Atlantic Private Wealth, LLC 0.03% No change 91 $53K
Chelsea Counsel Co. 0.02% No change 91 $53K
Wealth Preservation Advisors, LLC 0.04% Add +6.1% 87 $50K
Sfam, LLC 0.04% Reduce -12.6% 83 $48K
Imprint Wealth LLC 0.21% No change 79 $46K
Roxbury Financial LLC 0.04% Add +5.6% 76 $44K
Miller Capital Partners, Inc. 0.02% No change 75 $43K
Spirit of America Management Corp. 0.01% Reduce -23.9% 70 $43K
Marshall Investment Management, LLC 0.02% New 73 $42K
Measured Wealth Private Client Group, LLC 0.01% No change 71 $41K
Bay Harbor Wealth Management, LLC 0.01% Add +407.1% 71 $41K
Aviso Financial Inc. 0.00% Reduce -93.9% 68 $39K
Principia Wealth Advisory, LLC 0.02% Reduce -99.7% 66 $38K
MRP Capital Investments, LLC 0.03% Reduce -65.1% 61 $35K
Bullseye Investment Management, LLC 0.02% No change 60 $35K
Team Financial Group, LLC 0.02% No change 60 $34K
Reyes Financial Architecture, Inc. 0.03% Reduce -9.7% 56 $32K
Gould Capital, LLC 0.02% No change 51 $30K
My Portfolio Guide, LLC 0.02% — 50 $29K
Parvin Asset Management, LLC 0.02% New 49 $28K
Rachor Investment Advisory Services, LLC 0.01% No change 47 $27K
Goodman Advisory Group, LLC 0.01% No change 41 $24K
Redwood Park Advisors LLC 0.02% No change 40 $23K
Islay Capital Management, LLC 0.01% Reduce -23.1% 40 $23K
Citizens National Bank Trust Department 0.00% No change 40 $23K
Erste Asset Management GmbH 0.00% Reduce -13.6% 38 $22K
CrossGen Wealth, LLC 0.02% No change 38 $22K
Rexford Capital Inc. 0.02% New 38 $22K
Capital & Planning, LLC 0.01% New 38 $22K
Hoey Investments, Inc. 0.00% Add +500.0% 36 $21K
DecisionPoint Financial, LLC 0.00% No change 36 $21K
Broadwater Capital Management LLC 0.01% No change 32 $20K
Valued Wealth Advisors LLC 0.01% No change 34 $20K
BTG Pactual Asset Management US LLC 0.00% No change 33 $19K
Blume Capital Management, Inc. 0.00% Reduce -43.9% 32 $18K
Financial Management Professionals, Inc. 0.00% No change 30 $17K
C M Bidwell & Associates Ltd. 0.01% No change 30 $17K
Accordant Advisory Group Inc 0.01% No change 28 $16K
High Point Wealth Management, LLC 0.01% No change 25 $15K
Retirement Wealth Solutions LLC 0.01% No change 24 $14K
Legend Capital Advisors LLC 0.01% New 24 $14K
Lummis Asset Management, LP 0.01% No change 23 $13K
Horizon Bancorp Inc. 0.01% No change 22 $13K
GW&K Investment Management, LLC 0.00% No change 22 $13K
Wealth Enhancement Trust Services, Inc. 0.00% No change 22 $13K
Clarity Asset Management, Inc. 0.01% No change 21 $12K
Evolution Advisers, Inc. 0.01% Reduce -12.0% 22 $12K
Keystone Financial Group, Inc. 0.01% Add +33.3% 20 $12K
Spurstone Advisory Services, LLC 0.19% Add +58.3% 19 $11K
Daytona Street Capital LLC 0.01% No change 15 $9K
Navigoe, LLC 0.00% Reduce -75.0% 15 $8K
Aventus Investment Advisors, Inc. 0.01% No change 12 $7K
Thompson Investment Management, Inc. 0.00% New 10 $6K
Minot DeBlois Advisors LLC 0.01% No change 10 $6K
Gilpin Wealth Management, LLC 0.00% No change 10 $6K
Berkshire Capital Holdings Inc. 0.00% No change 10 $6K
Decker Retirement Planning Inc. 0.00% Reduce -98.7% 8 $5K
Sawyer & Company, Inc 0.00% No change 6 $3K
Dogwood Wealth Management LLC 0.00% No change 6 $3K
Philadelphia Investment Partners, LLC 0.00% — 5 $3K
Midway Capital Research & Management 0.00% New 5 $3K
Miller Wealth Advisors, LLC 0.00% No change 5 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
RHL Group, LLC 0.00% Reduce -100.0% 4 $2K
Eukles Asset Management 0.00% No change 4 $2K
Feynman Point Asset Management LLC 0.01% New 3 $2K
Access Investment Management LLC 0.00% New 3 $2K
Arcadia Investment Management Corp. 0.00% No change 3 $2K
Wealth Science Advisors LLC 0.00% New 2 $1K
REAP Financial Group, LLC 0.00% No change 2 $1K
PEAK6 LLC 0.00% Reduce -33.3% 2 $970
1620 Investment Advisors, Inc. 0.00% No change 1 $577
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -25.9% 429,463 $0

"% 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.