Invesco QQQ Trust Series 1QQQETF

13F holders, Q2 2026 (June 30)
4,011holders +166
290new positions
122sold out
11famous investors
$730.28avg. 13F price*

At the end of Q2 2026, 4,011 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, up 166 from Q1 2026. 290 opened new positions and 122 sold out. The largest holders were Morgan Stanley ($15.6B), Bank of America Corp. ($12.5B) and LPL Financial LLC ($7.8B). 11 famous investors held it, including Israel Englander (0.5% of Millennium Management's portfolio), Joel Greenblatt (0.3% of Gotham Asset Management's portfolio) and Ken Fisher (0.3% of Fisher 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions290$7.1B
Exits122$1.8B

All 13F filers, Q1 2026 → Q2 2026: 27,664,402 shares bought and 19,308,097 shares sold, net +8,356,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,011 holders

Morgan Stanley 0.82% Reduce -1.8% 21,150,784 $15.6B
Bank of America Corp. 0.80% Reduce -1.8% 16,936,698 $12.5B
LPL Financial LLC 1.76% Add +0.5% 10,606,761 $7.8B
Wells Fargo & Company 0.93% Add +11.4% 7,242,173 $5.3B
Goldman Sachs Group Inc. 0.50% Add +17.1% 6,412,861 $4.7B
Susquehanna International Group, LLP 3.81% Reduce -30.8% 5,825,227 $4.3B
Rokos Capital Management LLP 52.86% New 5,719,724 $4.2B
UBS Group AG 0.67% Reduce -7.0% 5,688,712 $4.2B
Royal Bank of Canada 0.53% Add +6.9% 4,259,282 $3.1B
Raymond James Financial Inc. 0.84% Add +3.3% 4,219,030 $3.1B
Ameriprise Financial Inc. 0.58% Add +0.1% 3,865,407 $2.8B
HRT Financial LP 4.86% Add +40.9% 3,611,688 $2.7B
Northwestern Mutual Wealth Management Co. 1.25% Reduce -0.3% 3,173,768 $2.3B
Envestnet Asset Management Inc. 0.53% Add +1.0% 3,038,610 $2.2B
Citigroup Inc. 1.04% Add +12.1% 3,023,282 $2.2B
PNC Financial Services Group, Inc. 1.05% Reduce -3.0% 2,886,618 $2.1B
JPMorgan Chase & Co. 0.12% Reduce -28.4% 2,912,061 $2.1B
Jane Street Group, LLC 1.32% Add +56.9% 2,790,051 $2.1B
Barclays PLC 0.64% Add +246.1% 2,730,941 $2.0B
Bank of Montreal 0.65% Add +61.9% 2,403,363 $1.8B
Cetera Investment Advisers 1.52% Add +0.1% 2,264,534 $1.7B
Osaic Holdings, Inc. 1.75% Add +9.3% 2,022,603 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 2.07% Reduce -20.7% 1,962,648 $1.4B
Analyst IMS Investment Management Services Ltd. 30.59% Add +0.3% 1,787,559 $1.3B
National Mutual Insurance Federation of Agricultural Cooperatives 8.47% No change 1,759,000 $1.3B
Commonwealth Equity Services, LLC 1.54% Reduce -6.5% 1,663,168 $1.2B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 58.10% Reduce -25.0% 1,649,900 $1.2B
Alkeon Capital Management LLC 4.57% Add +21.3% 1,608,257 $1.2B
US Bancorp \de 1.04% Reduce -2.3% 1,295,207 $953.8M
Hancock Prospecting Pty Ltd 16.46% No change 1,277,709 $940.9M
Fisher Asset Management 0.28% Reduce -2.9% 1,264,238 $931.0M
Cambridge Investment Research Advisors, Inc. 2.08% Reduce -0.8% 1,261,786 $929.2M
HighTower Advisors, LLC 0.87% Add +3.1% 1,230,679 $906.3M
Rockefeller Capital Management L.P. 1.30% Add +1.8% 1,150,570 $847.3M
Cibc World Market Inc. 1.35% Reduce -22.8% 1,089,727 $802.5M
Stifel Financial Corp. 0.65% Reduce -2.8% 1,055,072 $777.1M
Mariner, LLC 0.75% Reduce -12.1% 981,334 $722.6M
Truist Financial Corp. 0.85% Reduce -3.4% 965,798 $711.2M
Millennium Management 0.48% Add +51.1% 933,655 $687.5M
MML Investors Services, LLC 1.36% Add +19.8% 906,548 $667.6M
Qube Research & Technologies Ltd 0.73% New 888,383 $654.2M
FIL Ltd 0.47% Add +451.3% 886,861 $653.1M
FMR LLC 0.03% Add +4.5% 866,750 $638.3M
Barings LLC 11.84% Reduce -4.1% 863,468 $635.9M
Janney Montgomery Scott LLC 1.22% Add +0.3% 852,815 $628.0M
Cerity Partners LLC 0.75% Add +5.2% 834,551 $614.5M
Kestra Advisory Services, LLC 1.90% Reduce -2.3% 799,441 $588.7M
Howard Capital Management, LLC 6.89% Reduce -71.4% 786,240 $579.0M
TD Asset Management Inc 0.50% Reduce -18.9% 780,539 $574.8M
Fiera Capital Corp 2.04% Add +0.5% 765,123 $563.4M
BNP Paribas Financial Markets 0.29% Reduce -14.7% 756,921 $557.4M
Artemis Wealth Advisors, LLC 64.88% Add +1.0% 735,215 $541.4M
AIA Group Ltd 6.80% Reduce -11.3% 734,162 $540.6M
Creative Planning 0.32% Add +2.1% 733,485 $540.1M
Meitav Investment House Ltd. 3.47% Add +11.1% 699,790 $515.3M
Equitable Holdings, Inc. 2.97% Reduce -0.1% 676,059 $497.8M
Susquehanna Advisors Group, Inc. 19.86% No change 673,923 $496.3M
Nissay Asset Management Corp. /Japan 2.05% No change 660,336 $486.3M
Jones Financial Companies LLLP 0.19% Add +17.1% 672,073 $474.9M
SG Americas Securities, LLC 0.27% Reduce -22.4% 628,726 $463.0M
Rafferty Asset Management, LLC 0.95% Add +2.6% 565,821 $416.7M
Corient Private Wealth LP 0.56% Add +506.8% 545,270 $401.6M
Alphadyne Asset Management LP 18.12% New 544,110 $400.7M
Natixis 1.79% Add +42.3% 512,071 $377.1M
Private Advisor Group, LLC 1.69% Add +4.9% 500,325 $368.4M
Bank of Nova Scotia 0.56% Add +1949.1% 497,424 $366.3M
AQR Capital Management 0.12% Add +12.9% 468,508 $345.0M
Captrust Financial Advisors 0.52% Add +1.6% 463,873 $341.6M
Franklin Resources Inc. 0.07% Add +44.7% 457,396 $336.8M
Capstone Investment Advisors, LLC 2.88% Add +1255.9% 426,945 $314.4M
MAI Capital Management 1.19% Add +3.7% 422,826 $311.4M
Wealth Enhancement Advisory Services, LLC 0.51% Add +0.4% 431,181 $305.7M
Lido Advisors, LLC 1.10% Reduce -7.7% 413,973 $305.0M
Mercer Global Advisors Inc. 0.37% Add +17.8% 408,843 $301.1M
Mirae Asset Securities (usa) Inc. 13.19% Reduce -22.6% 402,276 $296.2M
Baird Financial Group, Inc. 0.40% Add +2.5% 393,771 $290.0M
Ieq Capital, LLC 1.29% Reduce -15.2% 381,075 $280.6M
Bank Julius Baer & Co. Ltd, Zurich 0.72% Add +32.0% 383,165 $279.5M
SummitTX Capital, L.P. 7.37% Add +31.5% 379,268 $279.3M
Sumitomo Mitsui Financial Group, Inc. 5.32% Add +108.3% 378,706 $278.9M
Arax Advisory Partners 1.85% Add +192.8% 378,588 $278.8M
NorthRock Partners, LLC 4.00% Reduce -4.1% 373,687 $275.2M
J.Safra Asset Management Corp 12.54% Reduce -1.2% 369,769 $272.3M
Invictus Private Wealth, LLC 14.43% Add +0.3% 364,743 $268.6M
HSBC Holdings PLC 0.13% Add +48.0% 362,030 $267.5M
Quantinno Capital Management LP 0.32% Add +27.4% 363,118 $267.4M
Blair William & Co. 0.69% Add +15.5% 359,219 $264.5M
Consolidated Investment Group LLC 22.88% Add +0.0% 357,500 $263.3M
Bell Bank 9.98% Reduce -1.0% 355,481 $261.8M
Steward Partners Investment Advisory, LLC 1.28% Reduce -0.3% 340,503 $250.7M
Ritholtz Wealth Management 3.72% Add +11.3% 338,708 $249.4M
Jefferies Financial Group Inc. 2.31% Reduce -23.4% 332,137 $244.6M
CBIZ Investment Advisory Services, LLC 8.88% No change 420,595 $242.8M
Allen Investment Management, LLC 2.84% Add +2.9% 324,498 $239.0M
Two Sigma Investments, LP 0.19% Reduce -50.7% 323,080 $237.9M
Japan Science & Technology Agency 4.44% No change 319,081 $235.0M
Peapack Gladstone Financial Corp. 2.70% Reduce -1.9% 318,501 $234.5M
Cohen Klingenstein LLC 6.38% Reduce -2.0% 302,684 $222.9M
Verition Fund Management LLC 1.69% Add +1352.6% 300,563 $221.3M
Harbour Investments, Inc. 2.91% Add +5.4% 293,296 $216.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 8.83% Add +5.8% 291,807 $215.1M
Brookstone Capital Management 2.11% Add +7.3% 284,676 $209.6M
Alaska Permanent Fund Corp 13.72% New 281,196 $207.1M
Allianz SE 2.17% Add +9.7% 279,268 $205.7M
PPSC Investment Service Corp 12.53% Add +2.5% 269,678 $198.6M
Stephens Inc. 2.21% Add +1.7% 267,335 $196.9M
Daiwa Securities Group Inc. 0.44% Add +54.9% 263,775 $194.2M
Northern Trust Corp. 0.02% Add +4.1% 260,997 $192.2M
Norinchukin Bank, The 1.86% Reduce -49.8% 260,000 $191.5M
Johns Hopkins University 12.73% No change 258,537 $190.4M
Steel Grove Capital Advisors, LLC 17.75% Reduce -0.1% 257,895 $189.9M
Beacon Pointe Advisors, LLC 0.86% Add +14.9% 251,670 $185.3M
CIBC Bancorp USA Inc. 0.23% Add +15.5% 250,911 $184.3M
Saudi Central Bank 2.40% No change 263,622 $183.3M
Merit Financial Group, LLC 1.13% Add +5.0% 245,984 $181.1M
National Bank of Canada 0.16% Reduce -43.7% 244,190 $179.7M
PBCay One RSC Ltd 10.70% New 243,658 $179.4M
Spear Holdings RSC Ltd 10.70% New 243,658 $179.4M
Balyasny Asset Management L.P. 0.34% Add +121.7% 240,941 $177.4M
RiverFront Investment Group, LLC 2.32% Add +6.3% 237,873 $175.2M
United Capital Financial Advisors, LLC 0.97% Add +1.7% 237,452 $174.9M
AXS Investments LLC 48.57% Add +87.3% 232,594 $171.3M
GTS Securities LLC 3.50% Reduce -7.0% 226,090 $166.5M
Composition Wealth, LLC 1.92% Reduce -1.0% 222,465 $163.8M
Senator Investment Group LP 5.74% New 213,500 $157.2M
Industrial Alliance Investment Management Inc. 72.77% Add +4.3% 209,967 $154.6M
Renaissance Technologies 0.21% New 204,600 $150.7M
Concurrent Investment Advisors, LLC 1.28% Add +44.0% 203,613 $149.9M
Steele Capital Management, Inc. 5.45% Reduce -0.3% 200,903 $148.1M
Prime Capital Investment Advisors, LLC 1.43% Reduce -2.0% 200,376 $147.6M
Thrivent Financial for Lutherans 0.25% Reduce -24.5% 198,548 $146.2M
Allianz Asset Management GmbH 0.14% Add +161.1% 198,511 $146.2M
Pinnacle Associates Ltd. 1.59% Add +0.9% 198,228 $146.0M
BlackRock, Inc. 0.00% Add +3.9% 198,131 $145.9M
Old Mission Capital LLC 3.70% Add +52.8% 197,145 $145.2M
Cresset Asset Management, LLC 0.52% Add +12.4% 194,368 $143.2M
Independent Financial Group, LLC 2.68% Add +5.2% 194,302 $143.1M
Farther Finance Advisors, LLC 1.11% Add +23.4% 192,548 $141.8M
Greenup Street Wealth Management LLC 17.07% Add +89.3% 190,509 $140.3M
SBI Securities Co., Ltd. 3.17% Reduce -1.3% 189,181 $139.3M
Focused Wealth Management, Inc 12.25% Add +1.2% 188,384 $138.7M
Div Capital Phoenix Assets Ltd 23.58% No change 186,688 $137.5M
Advisory Services Network, LLC 1.54% Add +12.6% 183,305 $135.0M
Wealthfront Advisers LLC 0.26% Add +1.5% 183,041 $134.8M
Toronto Dominion Bank 0.22% Reduce -68.3% 181,120 $133.4M
Baltimore-Washington Financial Advisors, Inc. 5.00% Add +2.6% 180,681 $133.1M
Waverly Advisors, LLC 0.76% Add +59.9% 178,557 $131.5M
Integrated Wealth Concepts LLC 0.86% Reduce -9.3% 178,251 $131.3M
EP Wealth Advisors, LLC 0.50% Add +26.0% 177,229 $130.5M
Constellation Investments, Inc. 4.07% Reduce -1.7% 175,908 $129.5M
Perigon Wealth Management, LLC 2.04% Reduce -2.2% 174,476 $128.5M
J.W. Cole Advisors, Inc. 2.20% Reduce -0.4% 174,312 $128.4M
Kestra Private Wealth Services, LLC 1.40% Reduce -3.5% 172,540 $127.1M
Walleye Trading LLC 1.75% Reduce -2.2% 170,635 $125.7M
Bailard, Inc. 2.56% Add +148.2% 170,482 $125.5M
Meridian Wealth Management, LLC 3.89% Add +1.8% 170,017 $125.2M
Credit Agricole S A 0.31% New 167,089 $123.0M
Parker Investment Management, LLC 14.60% Reduce -4.2% 163,965 $120.7M
Clearstead Trust, LLC 15.74% Add +7.7% 163,527 $120.4M
D.A. Davidson & Co. 0.66% Reduce -11.2% 162,392 $119.6M
Gotham Asset Management 0.28% Add +9.3% 161,871 $119.2M
Focus Financial Network, Inc. 3.67% Add +1.0% 161,020 $118.6M
Trilogy Capital Inc. 4.62% Reduce -0.1% 161,002 $118.6M
Federation des caisses Desjardins du Quebec 0.36% Reduce -2.1% 160,689 $118.3M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +34.9% 160,415 $118.1M
Rising Stella Capital Pte. Ltd 46.80% Add +0.2% 158,246 $116.5M
Brown Advisory Inc. 0.18% Add +6.8% 154,089 $113.5M
CSM Advisors, LLC 2.41% No change 153,111 $112.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.70% Add +54.9% 153,390 $112.7M
&partners 0.46% Add +15.9% 152,043 $111.9M
Wescott Financial Advisory Group, LLC 8.64% Add +0.9% 151,529 $111.6M
Banque Pictet & Cie SA 1.14% Reduce -0.1% 150,962 $110.7M
M&T Bank Corp 0.32% Add +0.2% 150,281 $110.7M
Fifth Third Bancorp 0.18% Add +0.3% 150,121 $110.5M
Taiyo Life Insurance Co. 10.09% No change 150,000 $110.5M
Pittenger & Anderson Inc. 3.94% Reduce -0.5% 149,333 $110.0M
Beacon Capital Management, Inc. 6.65% Add +46.6% 149,296 $109.9M
Stadion Money Management, LLC 9.43% New 148,606 $109.4M
Principal Financial Group Inc. 0.05% Add +42.0% 148,055 $109.0M
Bouchey Financial Group, Ltd. 7.02% Reduce -0.6% 147,528 $108.7M
Capital Wealth Planning, LLC 0.54% Add +20.8% 147,542 $108.6M
Russell Investments Group, Ltd. 0.10% Add +1300.4% 146,987 $108.2M
Frank, Rimerman Advisors LLC 6.11% Reduce -0.4% 146,624 $108.0M
Edmond DE Rothschild Holding S.A. 1.42% Reduce -7.3% 145,932 $107.5M
Yarbrough Capital, LLC 3.18% No change 144,498 $106.4M
Marex Group Ltd 0.79% Reduce -57.7% 143,578 $105.7M
SteelPeak Wealth, LLC 2.77% Reduce -2.1% 143,087 $105.5M
Arrow Financial Corp 9.43% Add +2.6% 143,023 $105.3M
Hollencrest Capital Management 6.86% Reduce -22.6% 141,812 $104.4M
Level Four Advisory Services, LLC 2.95% Reduce -0.1% 141,765 $104.4M
Pine Ridge Advisers LLC 6.41% Reduce -1.1% 141,208 $104.0M
Nisa Investment Advisors, LLC 0.32% Add +0.1% 138,692 $102.2M
Bokf, NA 1.41% Add +3.5% 138,510 $102.0M
Oppenheimer & Co. Inc. 1.08% Add +0.9% 136,940 $100.8M
Wealthspire Advisors, LLC 0.54% Add +6.7% 134,082 $98.7M
Prospera Financial Services Inc 1.41% Reduce -5.7% 131,820 $97.2M
Venture Visionary Partners LLC 2.68% Add +0.4% 130,932 $96.4M
Csenge Advisory Group 3.83% Reduce -3.0% 127,737 $94.1M
CreativeOne Wealth, LLC 2.03% Add +6.5% 127,697 $94.0M
Consolidated Portfolio Review Corp 7.82% Reduce -1.2% 127,551 $93.9M
Silicon Valley Capital Partners 7.59% Reduce -1.9% 127,239 $93.7M
Winthrop Advisory Group LLC 6.31% Reduce -1.6% 127,279 $93.6M
Global Retirement Partners, LLC 1.42% — 126,502 $93.2M
Prosperity Consulting Group, LLC 3.52% Add +0.3% 126,343 $93.0M
Walleye Capital LLC 0.48% Reduce -6.8% 125,557 $92.5M
Johnson Investment Counsel Inc. 0.67% Add +1.2% 124,860 $91.9M
Western Wealth Management, LLC 3.00% Reduce -5.2% 124,631 $91.8M
Clear Street Group Inc. 0.29% Reduce -12.8% 124,542 $91.7M
Belpointe Asset Management LLC 3.00% Reduce -14.0% 124,463 $91.7M
OVERSEA-CHINESE BANKING Corp Ltd 2.18% Add +11.5% 124,743 $91.6M
Modern Wealth Management, LLC 1.09% Reduce -1.8% 124,311 $91.5M
Sun Life Financial Inc. 4.67% Add +15.2% 123,779 $91.2M
Intellus Advisors LLC 11.01% Reduce -1.6% 123,126 $90.7M
Summit Financial, LLC 0.99% Add +0.1% 122,994 $90.7M
Sowell Financial Services LLC 2.94% Add +1.1% 121,974 $89.8M
King Wealth Management Group 9.71% Add +0.3% 120,537 $88.8M
Wedbush Securities Inc. 2.29% Reduce -0.3% 120,476 $88.7M
American Financial Advisors, LLC 10.64% Reduce -6.2% 120,032 $88.4M
3EDGE Asset Management, LP 3.93% Add +1323.9% 119,693 $88.1M
HighPoint Advisor Group LLC 3.08% Add +9.2% 118,844 $87.5M
Y.D. More Investments Ltd 2.71% Add +74.8% 118,292 $87.1M
GenTrust, LLC 3.34% Add +1.9% 118,075 $87.0M
Sand Hill Global Advisors, LLC 2.60% Reduce -5.6% 117,449 $86.5M
Vestmark Advisory Solutions, Inc. 0.81% Add +35.5% 116,875 $86.1M
Sigma Planning Corp 2.15% Add +9.6% 115,727 $85.2M
Intergy Private Wealth, LLC 19.45% Reduce -3.7% 114,374 $84.2M
SWF LLC 5.62% Add +0.1% 114,124 $84.0M
Onyx Bridge Wealth Group LLC 7.46% Add +121.1% 112,507 $82.9M
Kingsview Wealth Management, LLC 1.00% Add +2.5% 111,814 $82.3M
Commerce Bank 0.36% Add +7.0% 111,281 $81.9M
Sagespring Wealth Partners, LLC 1.26% Add +4.2% 111,180 $81.9M
Presidio Capital Management, LLC 20.47% Reduce -0.6% 111,146 $81.8M
Foundations Investment Advisors, LLC 0.83% Reduce -7.7% 110,120 $81.1M
Anchor Capital Management Group Inc 55.84% Reduce -17.0% 110,000 $81.0M
Golden Reserve Retirement LLC 12.65% Add +0.9% 109,093 $80.3M
IFP Advisors, Inc 1.44% Add +14.7% 108,639 $80.0M
Citizens Financial Group Inc. 0.96% Reduce -0.6% 108,269 $79.7M
Serenus Wealth Advisors, LLC 13.80% Add +1.4% 115,966 $79.1M
Sequoia Financial Advisors, LLC 0.39% Add +0.5% 106,509 $78.4M
CoreCap Advisors, LLC 2.31% Add +10.6% 106,411 $78.4M
Fifth Third Securities, Inc. 4.46% Reduce -6.8% 106,108 $78.1M
Falcon Wealth Planning 4.85% Reduce -0.3% 104,118 $76.7M
Baker Avenue Asset Management, LP 1.45% Add +3.1% 103,843 $76.5M
Mackenzie Financial Corp. 0.08% Reduce -1.2% 103,820 $76.5M
Scotia Capital Inc. 0.28% Add +1.2% 103,443 $76.2M
Berkshire Money Management, Inc. 6.94% Add +7.0% 103,208 $76.0M
Schonfeld Strategic Advisors LLC 0.40% Add +136.6% 102,676 $75.6M
Bank of New York Mellon Corp 0.01% Add +1.8% 102,299 $75.3M
Rollins Financial Advisors, LLC 9.83% Reduce -9.0% 101,334 $74.6M
Pacific Capital Wealth Advisors, Inc. 11.23% Add +5.7% 101,140 $74.5M
Pathstone Holdings, LLC 0.22% Add +16.0% 100,461 $74.0M
Integrity Alliance, Llc. 2.32% Add +11.5% 100,295 $73.9M
Ascent Wealth Partners, LLC 7.37% Add +3.8% 100,147 $73.7M
Nicholas Hoffman & Company, LLC. 1.53% Add +0.2% 98,405 $72.5M
VestGen Advisors, LLC 2.13% Reduce -32.3% 98,340 $72.4M
Dakota Wealth Management 1.38% Reduce -0.8% 97,623 $71.9M
HB Wealth Management, LLC 0.40% Add +0.2% 97,393 $71.7M
Alvarez & Marsal Private Wealth Partners, LLC 9.39% No change 96,666 $71.3M
Essex Financial Services, Inc. 3.55% Reduce -2.5% 96,658 $71.2M
Thor Trading Advisors, LLC 22.20% Add +5209.2% 96,096 $70.8M
Insigneo Advisory Services, LLC 2.65% Add +92.1% 95,878 $70.6M
Fortune 45 LLC 30.09% Add +2.2% 95,626 $70.4M
Fusion Family Wealth, LLC 4.67% Reduce -3.9% 95,411 $70.3M
Maxi Investments CY Ltd 14.17% Add +375.3% 95,053 $70.0M
Apollon Wealth Management, LLC 0.85% Reduce -1.7% 95,002 $70.0M
Embree Financial Group 6.97% Reduce -6.7% 94,492 $69.6M
Alliancebernstein L.P. 0.02% Add +10.6% 120,069 $69.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 8.53% Add +6.2% 93,566 $69.0M
Smithfield Trust Co 2.75% Reduce -0.4% 93,649 $68.9M
Great Valley Advisor Group, Inc. 1.08% Add +0.7% 92,469 $68.1M
Portfolio Strategies, Inc. 6.63% Reduce -0.8% 91,836 $67.6M
TD Waterhouse Canada Inc. 0.18% Add +3.2% 92,412 $67.0M
Jacobi Capital Management LLC 3.27% Add +2.3% 90,774 $66.8M
Greenwood Gearhart LLC 3.10% Add +4.5% 90,571 $66.7M
Capital Fund Management S.A. 0.48% New 90,329 $66.5M
Moment Partners, LLC 11.96% Add +2.5% 90,095 $66.3M
CJM Wealth Advisers, Ltd. 17.38% Add +1.8% 89,921 $66.2M
FORM Wealth Advisors, LLC 7.27% Add +14.8% 89,721 $66.1M
Northwest & Ethical Investments L.P. 1.50% Reduce -13.6% 87,670 $64.6M
Activest Wealth Management 12.44% Reduce -20.7% 87,414 $64.4M
IFG Advisory, LLC 2.25% Add +30486.0% 87,170 $64.2M
Summit Securities Group LLC 12.43% Add +45.4% 87,110 $64.1M
Affinity Wealth Management LLC 8.18% Reduce -0.9% 86,222 $63.5M
Arkadios Wealth Advisors 0.97% Reduce -2.9% 85,817 $63.2M
Diversify Advisory Services, LLC 1.06% Add +3763.0% 92,596 $63.2M
Diversify Wealth Management, LLC 1.06% Reduce -14.2% 92,596 $63.2M
Vision Retirement, LLC 15.24% Reduce -0.5% 85,578 $63.0M
AMG National Trust Bank 1.29% Reduce -3.5% 85,397 $62.9M
Pacific Center for Financial Services 13.94% Reduce -2.4% 84,842 $62.5M
Financial Solutions Advisory Group, Inc. 7.87% Reduce -3.5% 86,016 $62.2M
Empowered Funds, LLC 0.32% New 83,446 $61.4M
Neuberger Berman Group LLC 0.04% Add +46.3% 83,249 $61.3M
Round Rock Advisors LLC 7.86% Add +3.5% 82,898 $61.0M
Nan Shan Life Insurance Co., Ltd. 1.90% Reduce -39.3% 82,150 $60.5M
Trifecta Capital Advisors, LLC 7.77% Reduce -0.3% 81,924 $60.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +394.3% 81,507 $60.0M
Copos Capital B.V. 8.11% — 81,366 $59.9M
Parcion Private Wealth LLC 3.31% Reduce -2.8% 81,057 $59.7M
Bessemer Group Inc. 0.08% Add +39.0% 81,037 $59.7M
Socha Financial Group, LLC 24.20% Add +0.4% 80,816 $59.5M
Money Concepts Capital Corp. 2.75% New 80,444 $59.2M
B & T Capital Management DBA Alpha Capital Management 7.76% Reduce -12.4% 80,436 $59.2M
Evensky & Katz LLC 3.05% Reduce -1.9% 80,111 $59.0M
Kingswood Wealth Advisors, LLC 2.37% Reduce -4.5% 79,879 $58.8M
Beacon Capital Management, LLC 8.61% Reduce -19.3% 79,780 $58.8M
Bleakley Financial Group, LLC 0.75% Add +30.8% 79,429 $58.5M
Cooper Financial Group 4.85% Add +5.8% 79,322 $58.4M
CIBC Asset Management Inc 0.13% Add +5.0% 78,907 $58.1M
Banco Santander, S.A. 0.36% Add +75.4% 78,906 $58.1M
USA Financial Formulas 10.54% — 78,200 $57.6M
Smith Chas P & Associates Pa Cpas 2.91% Reduce -2.9% 78,088 $57.5M
Aragon Global Management, LP 21.77% No change 77,995 $57.4M
Oxler Private Wealth LLC 16.35% Reduce -2.0% 77,683 $57.2M
NTV Asset Management LLC 5.60% Reduce -1.1% 77,610 $57.2M
Main Management LLC 3.83% Reduce 0.0% 77,495 $57.1M
TCP Asset Management, LLC 6.45% Add +0.4% 77,272 $56.9M
Client First Capital LLC 22.84% Reduce -0.0% 76,847 $56.6M
Segment Wealth Management, LLC 2.93% Add +1.1% 76,710 $56.5M
Tanglewood Wealth Management, Inc. 4.77% Reduce -0.4% 76,145 $56.1M
AE Wealth Management LLC 0.26% Add +2.7% 75,997 $56.0M
Wallace Hart LLC 34.96% Add +972.9% 75,984 $56.0M
Harel Insurance Investments & Financial Services Ltd. 0.27% Add +0.5% 75,878 $55.9M
McMillan Office, Inc. 6.42% Reduce -0.8% 75,837 $55.8M
Impact Partnership Wealth, LLC 5.42% Reduce -33.9% 75,712 $55.8M
Savant Capital, LLC 0.16% Add +29.9% 75,660 $55.5M
Private Advisory Group LLC 3.04% Add +10.3% 74,272 $54.7M
Atlatl Advisers LLC 12.98% Add +12174.0% 74,258 $54.7M
Tidal Investments LLC 0.13% Add +6.4% 74,076 $54.5M
Pinnacle Financial Partners, Inc. 0.37% Reduce -0.8% 73,967 $54.5M
PSI Advisors, LLC 12.59% Reduce -11.6% 73,621 $54.2M
Maven Securities LTD 3.78% Add +214.2% 73,302 $54.0M
NewEdge Advisors, LLC 0.16% Add +0.1% 73,032 $53.8M
DRW Securities, LLC 3.21% Add +143.9% 73,011 $53.8M
Wealthcare Advisory Partners LLC 1.02% Reduce -24.3% 73,003 $53.8M
Kennicott Capital Management LLC 24.80% Add +19.0% 72,704 $53.5M
Regions Financial Corp. 0.31% Reduce -1.5% 70,615 $52.0M
Valence8 US LP 17.13% Add +19.6% 69,893 $51.5M
Peak Planning Group, LLC 11.60% Add +3.9% 69,787 $51.4M
Mine & Arao Wealth Creation & Management, LLC. 18.55% Reduce -3.1% 69,519 $51.2M
TD Private Client Wealth LLC 0.94% Reduce -4.3% 69,212 $51.0M
PFG Advisors 2.56% Reduce -0.6% 69,020 $50.8M
Mutual Advisors, LLC 0.96% Reduce -11.8% 68,865 $50.7M
Stonebridge Financial Group, LLC 7.01% — 68,758 $50.6M
Amundi 0.01% Add +41.9% 68,685 $50.6M
Safeguard Investment Advisory Group, LLC 11.53% Reduce -4.5% 67,812 $49.9M
Bawa N Mallick Trust 16.13% Add +1.5% 67,680 $49.8M
Virtus Wealth Solutions LLC 6.78% Reduce -1.8% 67,649 $49.8M
Goldstone Financial Group, LLC 4.55% Reduce -1.6% 67,648 $49.8M
Pinnacle Wealth Management Advisory Group, LLC 2.95% Add +2.4% 67,314 $49.6M
StoneX Group Inc. 1.99% Add +24.2% 68,473 $49.4M
Arkansas Financial Group, Inc. 6.32% Reduce -2.4% 65,851 $48.5M
Cantor Fitzgerald Investment Advisors L.P. 3.27% Reduce -9.9% 65,745 $48.4M
Chokshi & Queen Wealth Advisors, Inc 22.19% Add +4.3% 65,065 $47.9M
Gratus Wealth Advisors, LLC 6.10% Add +1.5% 65,061 $47.9M
Phoenix Financial Ltd. 0.33% Add +387.4% 65,042 $47.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.62% Add +1.4% 64,795 $47.7M
Caprock Group, LLC 0.91% New 64,652 $47.6M
Thryve Wealth Management LLC 26.62% Reduce -0.2% 64,680 $47.6M
Fortis Capital Advisors, LLC 5.35% Add +4.5% 64,627 $47.6M
Lodestar Private Asset Management LLC 4.11% Reduce -1.5% 64,519 $47.5M
Benjamin Edwards Inc. 0.43% Add +9.5% 64,334 $47.4M
IFG Advisors, LLC 6.53% Reduce -0.6% 64,281 $47.3M
RIA Advisory Group LLC 10.50% Reduce -22.1% 64,208 $47.3M
Altus Wealth Management, LLC 18.16% Add +0.2% 64,081 $47.2M
Exchange Traded Concepts, LLC 0.23% Add +23.0% 64,062 $47.2M
Madrona Financial Services, LLC 8.69% Reduce -2.0% 64,049 $47.2M
Wellington Management Group LLP 0.01% New 64,047 $47.2M
RFG Holdings, Inc. 9.81% Add +2.4% 63,509 $46.8M
Klingenstein Fields & Co. LP 1.64% Reduce -3.3% 63,494 $46.8M
Halter Ferguson Financial Inc. 7.61% Reduce -12.8% 63,482 $46.7M
Pine Valley Investments Ltd Liability Co 1.99% Add +3.2% 63,332 $46.7M
Ausdal Financial Partners, Inc. 1.82% Add +36.0% 63,081 $46.5M
Kozak & Associates, Inc. 8.01% Reduce -8.5% 63,600 $46.1M
Nwam LLC 2.30% Add +5.3% 62,615 $46.1M
Roundview Capital LLC 2.52% Add +8.2% 62,585 $46.1M
ING Groep NV 0.22% No change 62,369 $45.9M
Avestar Capital, LLC 2.72% Add +14.4% 62,347 $45.9M
Defiance ETFs, LLC 0.63% Add +4.9% 62,780 $45.5M
Georgetown University 18.62% No change 61,696 $45.4M
Rwa Wealth Partners, LLC 0.43% Add +144.5% 61,672 $45.4M
Carnegie Mellon University 57.01% No change 61,106 $45.0M
First Heartland Consultants, Inc. 2.91% Add +0.5% 61,101 $45.0M
Certified Advisory Corp 3.63% Reduce -1.1% 61,040 $45.0M
FF Advisors,LLC 16.63% Add +0.7% 60,288 $44.4M
International Assets Investment Management, LLC 2.65% Reduce -1.9% 61,186 $44.4M
Bank Hapoalim BM 3.02% Reduce -5.8% 59,707 $44.0M
Redwood Investment Management, LLC 4.35% Add +0.7% 59,592 $43.9M
World Investment Advisors 0.73% Reduce -16.3% 75,987 $43.9M
Tucker Asset Management LLC 10.83% Add +29.2% 59,535 $43.8M
Dynamic Advisor Solutions LLC 1.25% Reduce -3.5% 59,533 $43.8M
Commonwealth Financial Services, LLC 5.88% Add +12.7% 59,472 $43.8M
Betterment LLC 0.07% Reduce -10.9% 59,372 $43.7M
Whittier Trust Co. of Nevada Inc. 0.82% Reduce -3.6% 61,443 $43.6M
Texas Yale Capital Corp. 0.95% Reduce -1.1% 59,124 $43.5M
Aptus Capital Advisors, LLC 0.32% Add +4.4% 59,117 $43.5M
XP Advisory US, Inc. 23.80% — 59,013 $43.5M
Blue Zone Wealth Advisors, LLC 7.53% Reduce -0.0% 58,547 $43.1M
Connecticut Wealth Management, LLC 1.58% Reduce -1.2% 58,148 $42.8M
KCM Investment Advisors LLC 1.28% Reduce -1.7% 58,141 $42.8M
Kovack Advisors, Inc. 2.05% Add +17.2% 58,427 $42.6M
EMC Capital Management 16.81% — 59,353 $42.6M
Braeburn Wealth Management LLC 18.21% Add +13.2% 57,603 $42.4M
OneDigital Investment Advisors LLC 0.36% Add +2.2% 57,508 $42.3M
Geneos Wealth Management Inc. 0.86% Reduce -2.5% 57,494 $42.3M
HBW Advisory Services LLC 3.82% Add +6.7% 57,393 $42.3M
Natixis Advisors, LLC 0.05% Add +27.4% 57,206 $42.1M
Royal Fund Management, LLC 3.51% Add +0.3% 57,049 $42.0M
Regal Investment Advisors LLC 2.19% Add +3.9% 57,047 $42.0M
Northern Capital Management, Inc. 17.86% Reduce -0.7% 56,877 $41.9M
Choreo, LLC 0.46% Reduce -1.3% 56,702 $41.7M
Calton & Associates, Inc. 6.08% Reduce -0.1% 56,351 $41.5M
Wilmington Savings Fund Society, FSB 0.93% Add +9.8% 56,328 $41.5M
Centaurus Financial, Inc. 1.61% Add +12.1% 56,115 $41.3M
Snowden Capital Advisors LLC 0.98% Reduce -1.8% 56,110 $41.3M
Moneta Group Investment Advisors LLC 0.31% Add +1.2% 56,095 $41.3M
Harvest Investment Advisors, LLC 20.48% Reduce -1.9% 56,057 $41.3M
Principal Securities, Inc. 0.50% Add +19.4% 55,842 $41.1M
iA Global Asset Management Inc. 0.49% Reduce -0.5% 55,754 $41.1M
Callan Family Office, LLC 0.80% Add +0.5% 55,700 $41.0M
StoryOne LLC 19.35% Add +0.0% 55,596 $40.9M
DHJJ Financial Advisors, Ltd. 11.77% Add +0.2% 55,467 $40.8M
AJ Advisors, LLC 12.62% Add +1.2% 55,168 $40.6M
Pilgrim Partners Asia Pte Ltd 17.68% Reduce -10.7% 54,650 $40.2M
Obermeyer Wealth Partners 1.64% Add +0.5% 54,479 $40.1M
Greenwich Wealth Management LLC 1.45% Reduce -0.9% 54,061 $39.8M
Silverleafe Capital Partners, LLC 10.82% Add +0.4% 53,907 $39.7M
Investment Advisory Services Inc. /TX 11.42% Add +3.3% 53,857 $39.7M
Financiere des Professionnels - Fonds d'investissement inc. 2.22% Add +0.4% 53,450 $39.4M
Financial Life Planners 25.23% Add +2.6% 53,324 $39.3M
Clarity Wealth Advisors, LLC 6.91% Reduce -2.5% 53,200 $39.2M
FFT Wealth Management LLC 6.12% Add +58.9% 53,044 $39.1M
QVT Financial LP 2.54% Reduce -16.5% 53,044 $39.1M
Steelhead Wealth Management LLC 15.67% Reduce -0.1% 52,870 $38.9M
Hudson Bay Capital Management LP 0.21% Add +103.2% 52,836 $38.9M
Circle Wealth Management, LLC 0.49% Reduce -10.9% 52,792 $38.9M
Diesslin Group, Inc. 14.98% Add +14.1% 52,745 $38.8M
Balance Wealth Partners LLC 10.32% Add +5.5% 52,718 $38.8M
HUB Investment Partners, LLC 0.71% Add +58.6% 52,697 $38.8M
Point72 Asset Management 0.06% Reduce -42.5% 52,682 $38.8M
Seeds Investor LLC 3.99% Add +1371.1% 52,680 $38.8M
Aft, Forsyth & Sober, LLC 12.11% No change 67,125 $38.7M
RFG Advisory, LLC 0.61% Add +28.2% 52,562 $38.7M
Amplius Wealth Advisors, LLC 2.83% Add +6.9% 52,454 $38.6M
Wealthspire Retirement, LLC 2.11% Add +0.3% 52,154 $38.4M
Glenmede Trust Co. NA 0.17% Add +11.3% 52,042 $38.3M
Wilmar Advisors LLC 27.74% No change 52,000 $38.3M
Oppenheimer Asset Management Inc. 0.40% Add +30.0% 51,960 $38.3M
Axxcess Wealth Management, LLC 0.61% Add +6.2% 51,669 $38.0M
Nations Financial Group Inc, /Ia/ 1.82% Reduce -2.2% 51,660 $38.0M
Sovereign Investment Advisors, LLC 7.13% Reduce -1.6% 51,500 $38.0M
GC Wealth Management RIA, LLC 2.19% Add +7.4% 51,494 $37.9M
Kiley Juergens Wealth Management, LLC 5.91% Reduce -0.9% 51,106 $37.6M
TriCert Investment Counsel Inc. 3.49% — 50,940 $37.5M
AtlasMark Financial, Inc 18.46% No change 50,930 $37.5M
Aristides Capital LLC 9.59% Add +176.3% 50,743 $37.4M
Humankind Investments LLC 17.85% No change 50,700 $37.3M
CCG Wealth Management, LLC 8.56% Add +3.4% 50,039 $36.9M
Kwmg, LLC 2.66% Add +0.8% 50,025 $36.8M
Pps&v Asset Management Consultants, Inc. 19.82% Reduce -3.6% 49,874 $36.7M
O'shaughnessy Asset Management, LLC 0.17% Reduce -3.6% 49,831 $36.7M
Crestwood Advisors Group, LLC 0.54% Add +13.1% 49,701 $36.6M
BostonPremier Wealth LLC 15.44% Add +2.9% 49,385 $36.4M
Cerro Pacific Wealth Advisors LLC 8.21% Add +0.5% 49,306 $36.3M
Coyle Financial Counsel LLC 6.62% Add +1.5% 49,250 $36.3M
PKS Advisory Services, LLC 5.79% Add +0.1% 49,211 $36.3M
Parallel Advisors, LLC 0.55% Add +0.2% 49,090 $36.2M
Wealth Group Ltd 6.90% Add +0.6% 48,982 $36.1M
Harfst & Associates, Inc. 5.60% Reduce -1.7% 48,970 $36.1M
Connective Capital Management, LLC 25.25% Add +35.9% 48,645 $35.8M
Banta Asset Management LP 31.95% Reduce -0.2% 48,591 $35.8M
Mgo One Seven LLC 0.59% Add +21.3% 48,473 $35.7M
Capital Advisors Wealth Management, LLC 4.19% Add +9.7% 48,429 $35.7M
Integrated Advisors Network LLC 1.63% Add +0.4% 48,123 $35.4M
Conservest Capital Advisors, Inc. 2.82% Reduce -1.5% 48,088 $35.4M
Park Avenue Securities LLC 0.22% Add +7.6% 47,996 $35.3M
Fairfield Financial Advisors, LTD 13.81% Reduce -5.4% 47,604 $35.1M
Flagship Wealth Advisors, LLC 7.82% Add +32.6% 47,420 $34.9M
MBE Wealth Management, LLC 12.25% Reduce -3.5% 47,304 $34.8M
Mission Wealth Management, LP 0.43% Add +32.5% 47,181 $34.7M
Hudock, Inc. 4.44% Add +1.7% 47,072 $34.7M
Peak Retirement Planning, Inc. 5.49% Add +124.0% 47,055 $34.7M
Encompass More Asset Management 5.08% Add +3795.9% 46,946 $34.6M
Larson Financial Group LLC 0.91% Reduce -17.6% 46,890 $34.5M
Thoroughbred Financial Services, LLC 1.65% Reduce -0.4% 46,703 $34.4M
Citadel Advisors 0.02% Reduce -45.0% 46,426 $34.2M
Evolution Wealth Advisors, LLC 3.98% Add +2.4% 46,255 $34.1M
Financial Engines Advisors L.L.C. 0.06% Reduce -6.2% 46,223 $34.0M
Triton Wealth Management, PLLC 10.46% Add +4.2% 47,843 $34.0M
Horizon Wealth Management, LLC 4.33% Reduce -2.4% 46,062 $33.9M
Sanchez Wealth Management Group 5.93% Reduce -1.1% 45,967 $33.9M
Scott Capital Advisors, LLC 5.29% Reduce -4.5% 45,828 $33.7M
Ellis Investment Partners, LLC 5.12% Add +2.4% 45,814 $33.7M
Fairway Wealth LLC 7.71% Add +0.9% 45,774 $33.7M
Equitable Trust Co. 1.40% Add +0.8% 45,700 $33.7M
Westwood Holdings Group Inc. 0.26% Add +196.2% 45,690 $33.6M
Sachetta, LLC 16.33% Add +0.0% 45,601 $33.6M
Jmac Enterprises LLC 5.65% Reduce -8.3% 45,564 $33.6M
Beacon Financial Planning, Inc. 11.36% Reduce -1.1% 45,449 $33.5M
Darrow Company, Inc. 12.96% Reduce -2.7% 45,458 $33.4M
Flputnam Investment Management Co. 0.40% Reduce -1.2% 45,351 $33.4M
Brighton Jones LLC 0.62% Add +6.7% 45,301 $33.4M
Archer Investment Corp 6.38% Reduce -1.2% 45,223 $33.3M
Rakuten Investment Management, Inc. 0.10% Add +253.3% 45,934 $33.3M
Robertson Stephens Wealth Management, LLC 0.82% Add +6.5% 44,914 $33.1M
WealthCare Investment Partners, LLC 8.04% Add +1.6% 44,954 $33.1M
Kintra Wealth, LLC 1.73% Add +8.0% 45,145 $33.0M
Burns J W & Co. Inc. 3.44% Reduce -0.5% 44,862 $33.0M
Peterson Wealth Management 15.35% Add +15.6% 44,722 $32.9M
Northland Securities, Inc. 19.10% New 44,538 $32.8M
LifeSteps Financial, Inc. 15.28% Add +9.1% 44,460 $32.7M
Chaney Capital Management, Inc. 10.26% Add +41.2% 44,333 $32.6M
Ashton Thomas Private Wealth, LLC 0.68% Add +13.0% 44,330 $32.6M
Tower Research Capital LLC (TRC) 0.79% Reduce -82.0% 43,572 $32.1M
New Perspectives, Inc 9.82% Reduce -2.4% 43,452 $32.0M
American Trust 2.46% Add +0.4% 43,379 $31.9M
CRA Financial Services, LLC 3.67% Add +0.5% 43,243 $31.8M
Nuveen, LLC 0.01% Add +7.5% 44,294 $31.7M
Louisiana State Employees Retirement System 0.47% Reduce -6.3% 42,900 $31.6M
GenWealth Group, Inc. 4.92% Add +5010.3% 42,875 $31.6M
Valeo Financial Advisors, LLC 0.67% Add +0.2% 42,874 $31.6M
JT Stratford LLC 3.47% Reduce -1.9% 42,821 $31.5M
Freestone Capital Holdings, LLC 0.82% Add +3.5% 42,691 $31.4M
Retirement Planning Group, LLC 0.80% Add +12.8% 42,635 $31.4M
Balanced Wealth Group LLC 9.91% Reduce -4.5% 42,554 $31.3M
Better Way Financial, LLC 26.47% — 42,491 $31.3M
KilterHowling LLC 14.02% Reduce -0.9% 42,485 $31.3M
Prudent Investors Network, Inc. 6.05% Reduce -0.5% 42,443 $31.3M
Spinnaker Trust 1.51% Add +2.2% 42,320 $31.2M
Shulman DeMeo Asset Management LLC 5.82% Reduce -0.7% 42,319 $31.2M
SCS Capital Management LLC 0.29% Reduce -11.0% 41,950 $30.9M
Canal Capital Management, LLC 3.77% Reduce -22.9% 41,878 $30.8M
Envision Financial Transparency, LLC 26.20% Add +47.3% 63,969 $30.7M
Foster Group, Inc. 0.81% Add +4.1% 41,407 $30.5M
MidFirst Bank 2.14% Reduce -4.9% 41,024 $30.2M
Vontobel Holding Ltd. 0.10% Add +3.5% 40,895 $30.1M
Cornerstone Wealth Management, LLC 1.28% Reduce -2.7% 40,458 $29.8M
Resolute Advisors LLC 7.14% Add +0.2% 40,400 $29.8M
Eagle Global Advisors LLC 0.98% Reduce -3.2% 40,335 $29.7M
Chicago Partners Investment Group LLC 0.59% Add +4.2% 42,826 $29.6M
Generali Investments CEE, investicni spolecnost, a.s. 1.40% Add +0.7% 40,026 $29.5M
Cedar Mountain Advisors, LLC 5.07% Add +0.1% 39,980 $29.4M
Ameritas Investment Partners, Inc. 0.78% Reduce -14.6% 39,965 $29.4M
Asset Management Group, Inc. 4.27% Reduce -1.7% 39,619 $29.2M
PFG Investments, LLC 1.13% Add +1.3% 39,511 $29.1M
Capital Management Associates, Inc 5.84% Reduce -0.5% 39,468 $29.1M
Squarepoint Ops LLC 0.06% New 39,300 $28.9M
Bar Harbor Wealth Management 1.55% Reduce -0.1% 39,114 $28.8M
Thrive Capital Management, LLC 5.43% Add +50.7% 39,112 $28.8M
First National Bank of Omaha 0.81% Reduce -5.8% 39,512 $28.7M
Family Capital Management, Inc. 11.13% Reduce -0.8% 38,987 $28.7M
Bluespring Wealth Management, LLC 0.55% Add +630.0% 38,926 $28.7M
Cassaday & Co Wealth Management LLC 0.54% Add +0.8% 38,843 $28.6M
Apella Capital, LLC 0.40% Add +0.1% 40,317 $28.6M
Warwick Investment Management, Inc. 3.21% Reduce -8.7% 38,783 $28.6M
Rathbones Group PLC 0.10% Add +28.2% 38,587 $28.4M
SAM Advisors, LLC 7.75% Add +0.7% 38,541 $28.4M
Richmond Brothers, Inc. 14.75% Reduce -48.9% 38,528 $28.4M
Steinberganna Wealth Management 11.47% Add +0.1% 38,323 $28.2M
Granville Capital, Inc. 12.60% Add +1.9% 38,314 $28.2M
Pioneer Family Office, LLC 14.53% Add +3.1% 38,297 $28.2M
PGIM Custom Harvest LLC 0.35% Add +1.7% 38,212 $28.1M
Green Ridge Wealth Planning LLC 11.80% Add +3.3% 38,107 $28.1M
Advisors Capital Management, LLC 0.30% Add +8.9% 38,095 $28.1M
Parisi Gray Wealth Management 5.74% Reduce -0.6% 37,979 $28.0M
Ballentine Partners, LLC 0.34% Add +7.5% 37,898 $27.9M
Joel Isaacson & Co., LLC 0.80% Add +1.1% 37,699 $27.8M
Washburn Capital Management, Inc. 13.61% Reduce -4.0% 37,542 $27.6M
Kelsey Financial, LLC 20.90% Add +2.1% 37,403 $27.5M
Foster Victor Wealth Advisors, LLC 1.44% Reduce -4.5% 38,163 $27.5M
XTX Topco Ltd 0.36% Add +2207.4% 37,264 $27.4M
Marshall Financial Group, LLC 4.00% Add +8.4% 37,252 $27.4M
Penobscot Investment Management Company, Inc. 1.87% Reduce -0.9% 37,009 $27.3M
Richmond Investment Services, LLC 8.60% Reduce -46.7% 36,921 $27.2M
Platt Investment Counsel, LLC 18.07% Reduce -0.7% 36,623 $27.0M
Wealth Management Partners, LLC 6.32% Reduce -2.2% 36,467 $26.9M
Crescent Grove Advisors, LLC 2.26% Reduce -2.3% 36,276 $26.7M
Transcend Capital Advisors, LLC 1.81% Add +0.2% 36,292 $26.7M
Three Bridge Wealth Advisors, LLC 6.65% Add +0.9% 36,023 $26.6M
Capital Advisors, Ltd. LLC 2.66% Add +2.4% 35,848 $26.4M
Fortis Group Advisors, LLC 4.21% Reduce -10.5% 35,813 $26.4M
Garde Capital, Inc. 1.18% Add +4.8% 35,751 $26.3M
Home Federal Bank of Tennessee 5.66% Add +10.7% 35,598 $26.2M
JB Capital LLC 0.91% Add +9.2% 35,555 $26.2M
Schnieders Capital Management, Llc. 3.44% Add +1.1% 35,376 $26.1M
Wedmont Private Capital 0.71% Reduce -2.9% 35,895 $26.0M
Magnolia Capital Management Ltd. 17.96% Reduce -12.9% 35,345 $26.0M
Founders Financial Securities LLC 1.33% Add +0.8% 35,278 $26.0M
Mattern Wealth Management LLC 4.25% Add +13.9% 35,150 $25.9M
Truvestments Capital LLC 3.83% Add +1.1% 35,032 $25.8M
Eagle Capital Management, LLC 8.81% Reduce -0.1% 35,028 $25.8M
Mesirow Financial Investment Management, Inc. 0.40% Reduce -46.0% 34,939 $25.7M
Tradition Wealth Management, LLC 1.57% Add +0.7% 34,830 $25.6M
Summit Wealth Partners, LLC 3.65% Add +0.1% 34,767 $25.6M
Sovereign Financial Group, Inc. 3.91% Reduce -2.7% 34,751 $25.6M
Silver Oak Securities, Incorporated 1.55% Add +92.5% 34,737 $25.6M
E&G Advisors, LLC 4.92% Add +0.4% 34,618 $25.5M
Avondale Wealth Management 10.39% Add +4.8% 34,603 $25.5M
Pine Harbor Wealth Management, LLC 6.80% Reduce -1.4% 34,495 $25.4M
Clearstead Advisors, LLC 0.24% Reduce -37.7% 34,378 $25.3M
Certuity, LLC 1.25% Reduce -0.7% 34,499 $25.3M
TrustBank 8.59% Reduce -2.4% 34,356 $25.3M
Savvy Advisors, Inc. 0.54% Reduce -4.6% 34,350 $25.3M
Assetmark, Inc. 0.04% Add +2.3% 34,347 $25.3M
Focus Partners Advisor Solutions, LLC 0.21% Add +8.0% 34,124 $25.1M
CV Advisors LLC 4.73% Reduce -0.0% 33,938 $25.0M
Little Harbor Advisors, LLC 12.23% Add +0.3% 33,790 $24.9M
VVR Holdings LLC 10.72% Add +14.0% 33,667 $24.8M
BXM Wealth LLC 13.48% Add +16.7% 33,655 $24.8M
Gladstone Institutional Advisory LLC 0.78% Add +3.7% 33,627 $24.8M
Dumont & Blake Investment Advisors LLC 5.56% Reduce -1.4% 33,624 $24.8M
KPP Advisory Services LLC 3.13% Reduce -4.3% 33,563 $24.7M
Indivisible Partners 1.39% Add +22.2% 33,464 $24.6M
PW Nova Financial Services LLC 5.26% Reduce -0.7% 33,306 $24.5M
Red Wave Investments LLC 6.22% Add +3.6% 33,221 $24.5M
Evergreen Capital Management LLC 0.43% Add +0.2% 33,157 $24.4M
Hilltop Holdings Inc. 1.98% Reduce -10.4% 33,148 $24.4M
Gouws Capital LLC 11.34% Reduce -2.1% 33,088 $24.4M
Hilltop Partners LLC 5.90% Add +7483.7% 33,065 $24.3M
USAdvisors Wealth Management, LLC 6.98% Add +1.0% 33,063 $24.3M
First United Bank & Trust 6.98% Reduce -0.2% 32,944 $24.3M
Quattro Advisors LLC 16.12% Add +0.7% 32,897 $24.2M
Granite Harbor Advisors, Inc. 9.65% Reduce -2.5% 32,771 $24.1M
Bensler, LLC 2.13% Add +6.0% 32,731 $24.1M
Trinity Wealth Management, LLC 7.65% Reduce -3.5% 32,722 $24.1M
Momentum Wealth Planning, LLC 18.09% Reduce -0.2% 32,308 $23.8M
D'Orazio & Associates, Inc. 2.75% Reduce -1.4% 32,236 $23.7M
Spire Wealth Management 0.72% Add +3.4% 32,192 $23.7M
Albion Financial Group 1.37% Reduce -1.1% 32,167 $23.7M
Financial Guidance Group, Inc. 8.86% Add +1.1% 32,154 $23.7M
Migdal Insurance & Financial Holdings Ltd. 0.15% Add +2.9% 32,139 $23.6M
Koshinski Asset Management, Inc. 1.26% Add +1.9% 32,099 $23.6M
Warner Group LLC 5.81% Add +96.1% 32,065 $23.6M
Powell Investment Advisors, LLC 7.46% Add +1.8% 32,024 $23.6M
Main Street Financial Solutions, LLC 1.52% Add +4.5% 32,058 $23.6M
Syntegra Private Wealth Group, LLC 1.82% Reduce -0.3% 31,979 $23.5M
Lauer Wealth, LLC 16.02% Add +17.0% 32,633 $23.5M
Fairvoy Private Wealth, LLC 4.74% Add +176.2% 31,838 $23.4M
Compass Capital Corp. /Ma/ 7.56% Add +363.3% 32,203 $23.2M
Destiny Capital Corp 10.80% Reduce -0.6% 31,532 $23.2M
Proathlete Wealth Management LLC 5.73% Add +0.4% 31,458 $23.2M
Brindle & Bay Financial Advisors, LLC 11.57% Add +247.9% 31,422 $23.1M
Fischer Financial Services, Inc. 5.79% Add +460.7% 31,320 $23.1M
Kropog Financial Group, LLC 16.25% Add +1.4% 31,317 $23.1M
Golden State Wealth Management, LLC 2.10% Reduce -0.3% 31,300 $23.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% Add +10.9% 31,215 $23.0M
WCG Wealth Advisors LLC 0.54% Reduce -5.3% 31,183 $23.0M
David J Yvars Group 11.24% Reduce -0.9% 31,042 $22.9M
Smith, Moore & Co. 1.48% Add +4.6% 30,992 $22.8M
Capula Management Ltd 0.10% Reduce -8.2% 30,971 $22.8M
Clear Creek Financial Management, LLC 1.46% Reduce -24.8% 30,919 $22.8M
Whittier Trust Co. 0.22% Add +4.5% 31,449 $22.7M
NewEdge Wealth, LLC 0.23% Reduce -0.6% 30,866 $22.7M
Keybank National Association 0.07% Reduce -0.8% 30,790 $22.7M
Westside Investment Management, Inc. 2.97% Add +0.6% 30,753 $22.6M
HWG Holdings LP 5.11% Add +232.3% 30,677 $22.6M
Global Wealth Management Investment Advisory, Inc. 3.21% Reduce -5.3% 30,623 $22.6M
Dimension Capital Management LLC 2.62% Add +0.1% 30,338 $22.3M
Fox Financial, Inc 15.52% Reduce -2.1% 30,272 $22.3M
Rye Brook Capital LLC 15.63% Reduce -10.2% 30,271 $22.3M
WealthBridge Capital Management, LLC 4.43% Add +3.3% 30,264 $22.3M
Enzi Wealth 7.06% Add +3.1% 30,953 $22.3M
J Hagan Capital, Inc. 10.30% Add +1.1% 30,187 $22.2M
Raelipskie Partnership 8.39% Reduce -0.7% 30,173 $22.2M
Intrust Bank NA 1.63% Reduce -0.7% 29,967 $22.1M
Droms Strauss Advisors Inc. /Mo/ 5.00% Reduce -3.0% 29,904 $22.0M
Asset One Wealth Management LLC 2.32% Reduce -13.9% 30,642 $22.0M
Grandview Asset Management LLC 5.46% Add +5.7% 30,038 $22.0M
Crew Capital Management, Ltd 12.01% Add +1.6% 29,813 $22.0M
Financial Insights, Inc. 5.95% Add +6.8% 29,790 $21.9M
Gerber Kawasaki Wealth & Investment Management 0.59% Reduce -1.5% 29,756 $21.9M
Global Wealth Strategies & Associates 4.14% Add +491.2% 29,671 $21.8M
Townsend Asset Management Corp. /NC/ 6.98% Reduce -0.3% 29,559 $21.8M
Financial Enhancement Group LLC 2.60% Reduce -6.0% 29,534 $21.7M
Cary Street Partners Financial LLC 0.47% Add +14.6% 29,243 $21.5M
Advyzon Investment Management, LLC 1.56% Add +74.9% 29,242 $21.5M
Orion Porfolio Solutions, LLC 0.16% Reduce -39.4% 29,187 $21.5M
Loomis Sayles & Co. L P 0.03% Add +103.8% 29,147 $21.5M
Vivid Wealth Management, LLC 7.54% Reduce -1.9% 29,094 $21.4M
Garner Asset Management Corp 6.92% Add +0.6% 28,985 $21.3M
Compound Planning, Inc. 0.56% Reduce -3.1% 28,922 $21.3M
Adaptive Financial Consulting, LLC 7.43% Add +0.6% 28,811 $21.2M
Coastline Trust Co 1.88% Add +0.9% 28,788 $21.2M
B. Riley Wealth Advisors, Inc. 1.16% Reduce -14.4% 29,270 $21.2M
Lee Financial Co 2.71% Reduce -2.1% 28,746 $21.2M
DT Investment Partners, LLC 1.58% No change 28,714 $21.1M
Mather Group, Llc. 0.18% Add +4.8% 28,712 $21.1M
Traction Financial Partners, LLC 11.22% Add +0.8% 28,684 $21.1M
Atlas Private Wealth Advisors 4.62% Add +0.3% 28,670 $21.1M
Bison Wealth, LLC 1.94% Add +0.3% 29,138 $21.1M
Pachira Investments Inc. 7.94% Add +7.5% 28,589 $21.1M
ETF Portfolio Partners, Inc. 5.00% Reduce -7.9% 28,568 $21.0M
Manufacturers Life Insurance Company, The 0.02% Add +0.6% 28,485 $21.0M
Pettyjohn, Wood & White, Inc. 3.03% Add +5.1% 28,316 $20.9M
Simmons Bank 1.19% Reduce -0.2% 28,293 $20.8M
Solidarity Wealth, LLC 3.62% Add +389.4% 28,253 $20.8M
NFSG Corp 2.57% Add +1.7% 28,155 $20.7M
Merrithew & Thorsten Inc 17.65% Add +0.0% 28,142 $20.7M
Bank Pictet & Cie (Europe) AG 0.40% Reduce -6.5% 28,221 $20.7M
Benin Management CORP 4.19% Reduce -3.8% 28,076 $20.7M
Sound View Wealth Advisors Group, LLC 1.28% Reduce -1.0% 28,000 $20.6M
Quattro Financial Advisors LLC 4.41% Reduce -6.2% 27,998 $20.6M
AlphaCore Capital LLC 0.38% Reduce -7.5% 27,974 $20.6M
Coldstream Capital Management Inc. 0.26% Add +4.8% 27,946 $20.6M
Bay Capital Advisors, LLC 11.03% Add +3.7% 27,946 $20.6M
Founders Capital Management 8.90% Add +0.1% 27,936 $20.6M
Estate Planners Group, LLC 9.28% Add +3.0% 27,852 $20.5M
ICG Advisors, LLC 68.12% Add +0.9% 31,571 $20.5M
Choate Investment Advisors 0.36% Add +12.0% 27,760 $20.4M
Carbahal Olsen Financial Services Group, LLC 14.19% Reduce -0.5% 27,747 $20.4M
Ryan Investment Management, Inc. 9.23% New 27,684 $20.4M
Capital Investment Advisors, LLC 0.27% Add +4.6% 27,662 $20.4M
Sheets Smith Wealth Management 2.03% Reduce -0.2% 27,593 $20.3M
Private Wealth Partners, LLC 1.46% Reduce -1.3% 27,550 $20.3M
Acorn Financial Advisory Services Inc. 2.68% Reduce -1.1% 27,465 $20.2M
Invst, LLC 1.97% Add +625.0% 27,456 $20.2M
Drucker Wealth 3.0, LLC 3.19% Reduce -0.1% 27,430 $20.2M
Luken Investment Analytics, LLC 7.04% Reduce -2.8% 27,354 $20.1M
Bridgewater Advisors Inc. 1.09% Reduce -19.8% 28,632 $20.0M
Financial Concepts Unlimited, Inc. 15.66% Add +0.1% 27,121 $20.0M
Virtue Capital Management, LLC 2.66% Add +41.2% 27,045 $19.9M
Lake Street Private Wealth, LLC 2.28% Add +0.4% 26,985 $19.9M
Proficio Capital Partners LLC 0.71% Add +55.1% 26,975 $19.9M
Coral Wealth Management, LLC 16.25% Add +7.3% 26,930 $19.8M
EverSource Wealth Advisors, LLC 0.67% Reduce -1.0% 26,836 $19.8M
Vident Advisory, LLC 0.15% Add +199.9% 26,734 $19.7M
Union Bancaire Privee, UBP SA 0.22% Add +7.9% 27,663 $19.6M
Moors & Cabot, Inc. 0.76% Add +7.1% 26,641 $19.6M
Tudor Investment Corporation 0.08% Reduce -89.0% 26,577 $19.6M
Elevation Point Wealth Partners, LLC 0.36% Add +2.1% 26,865 $19.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.07% Reduce -1.3% 26,358 $19.4M
AlTi Global, Inc. 0.40% Add +4.5% 26,338 $19.4M
Wesbanco Bank Inc. 0.48% Add +0.3% 26,321 $19.4M
Focus Partners Wealth 0.02% Add +32.6% 26,318 $19.4M
Davidson Capital Management Inc. 3.10% Reduce -0.6% 26,254 $19.3M
Davidson Kahn Capital Management, LLC 8.28% Add +9.9% 26,160 $19.3M
180 GPS Investments IC Ltd 14.18% — 26,038 $19.2M
Tempo Wealth, LLC 2.83% Add +0.6% 25,928 $19.1M
BlueStem Wealth Partners, LLC 1.90% Add +2967.8% 25,923 $19.1M
Antonelli Financial Advisors, LLC 13.03% Reduce -29.9% 25,803 $19.0M
Midwest Trust Co 0.21% Add +20.6% 25,741 $19.0M
jvl associates llc 5.38% Reduce -3.5% 25,736 $19.0M
Claro Advisors Inc. 1.99% Reduce -1.6% 25,691 $18.9M
Tyche Wealth Partners LLC 2.66% Reduce -0.9% 25,690 $18.9M
Verus Capital Partners, LLC 1.02% Add +12.3% 25,485 $18.8M
Chris Bulman Inc 6.85% Add +11.6% 25,466 $18.8M
Purpose Unlimited Inc. 0.72% Reduce -0.8% 25,447 $18.7M
MTM Financial Group, LLC 8.01% Add +0.4% 25,394 $18.7M
Sigma Investment Counselors Inc. 0.91% Reduce -0.6% 25,299 $18.6M
Gerber, LLC 8.73% Add +0.5% 25,197 $18.6M
360 Financial, Inc. 4.71% Reduce -3.8% 25,190 $18.6M
Alpha Zero LLC 7.03% Add +7.1% 26,267 $18.5M
Bogart Wealth, LLC 0.64% Add +2.9% 25,163 $18.5M
SageGuard Financial Group, LLC 2.60% Reduce -0.0% 25,134 $18.5M
Spectrum Wealth Advisory Group, LLC 5.27% Reduce -1.4% 25,103 $18.5M
Mechanics Bank Trust Department 2.28% Reduce -3.1% 25,040 $18.4M
Integrity Financial Corp 8.80% Reduce -0.9% 24,975 $18.4M
LJI Wealth Management, LLC 2.58% Reduce -4.7% 24,990 $18.4M
Lighthouse Wealth Management Inc. 11.43% Reduce -3.2% 24,988 $18.4M
FWG Holdings, LLC 6.38% New 26,855 $18.4M
Hazlett, Burt & Watson, Inc. 4.88% Add +0.3% 24,936 $18.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.91% Reduce -7.6% 24,923 $18.4M
Seros Financial, LLC 9.55% Add +0.4% 24,888 $18.3M
Caliber Wealth Management, LLC / KS 1.77% Reduce -2.5% 24,823 $18.3M
Gerald Baker Financial Group LLC 5.19% Add +0.6% 24,772 $18.2M
Stratos Wealth Advisors, LLC 1.00% Reduce -9.1% 24,705 $18.2M
Simplicity Wealth,LLC 0.61% Add +164.9% 24,680 $18.2M
Iams Wealth Management, LLC 5.47% Reduce -2.4% 24,659 $18.2M
Integral Investment Advisors, Inc. 3.99% Reduce -6.0% 24,582 $18.1M
Silvercrest Asset Management Group LLC 0.12% Reduce -5.8% 24,526 $18.1M
Volterra Technologies LP 11.54% New 24,376 $18.0M
World Equity Group, Inc. 4.02% Add +2.0% 24,368 $17.9M
Legend Financial Advisors, Inc. 10.18% Reduce -2.9% 24,334 $17.9M
Associated Banc-Corp 0.43% Add +1.6% 24,328 $17.9M
First Horizon Corp. 0.69% Add +7.4% 24,288 $17.9M
Owen LaRue, LLC 6.22% Add +3.6% 24,263 $17.9M
Creative Financial Designs Inc. 0.85% Add +12.5% 24,254 $17.9M
Ebert Capital Management Inc. 16.75% Reduce -2.3% 24,245 $17.9M
Outlook Wealth Advisors, LLC 3.86% Reduce -0.3% 24,240 $17.9M
Holderness Investments Co. 2.97% Add +0.5% 24,167 $17.8M
Vista Cima Wealth Management LLC 13.25% New 24,157 $17.8M
Avior Wealth Management, LLC 0.47% Add +3.4% 24,157 $17.8M
Continuum Advisory, LLC 1.44% Reduce -4.5% 24,113 $17.8M
AdvisorNet Financial, Inc 0.81% Add +5.0% 24,057 $17.7M
Jacksonville Wealth Management, LLC 9.97% Add +3.3% 23,936 $17.6M
Prairie Advisory, LLC 4.21% — 23,805 $17.5M
Cornerstone Planning Group LLC 2.21% Reduce -1.9% 24,844 $17.5M
Itau Unibanco Holding S.A. 0.34% Reduce -54.9% 23,735 $17.5M
Tepp RIA, LLC 11.82% Reduce -18.8% 23,669 $17.4M
Cherrydale Wealth Management, LLC 4.56% Add +3.6% 23,656 $17.4M
Financial Freedom, LLC 7.99% Reduce -3.1% 23,645 $17.4M
Erickson Financial Group, LLC 9.33% Add +3.1% 23,644 $17.4M
Buska Wealth Management, LLC 6.28% Reduce -0.7% 23,633 $17.4M
DV Trading LLC 1.44% Reduce -77.9% 23,617 $17.4M
Americana Partners, LLC 0.39% Add +45.4% 23,606 $17.4M
Finley Financial, LLC 7.00% Reduce -1.6% 23,606 $17.4M
DAVENPORT & Co LLC 0.09% Add +12.5% 23,553 $17.3M
Cypress Capital Group 1.62% Add +3.3% 23,532 $17.3M
Plotkin Financial Advisors, LLC 7.17% Add +1.0% 23,461 $17.3M
Thayer Partners, LLC / MA 7.13% Reduce -1.9% 23,386 $17.2M
JSF Financial, LLC 2.77% Reduce -1.7% 23,361 $17.2M
Liberty Square Wealth Partners LLC 4.09% Add +8.1% 23,334 $17.2M
Haverford Trust Co 0.15% Add +1.2% 23,306 $17.2M
Chatham Capital Group, Inc. 2.19% Reduce -0.5% 23,305 $17.2M
Keystone Financial Group 1.02% Reduce -7.1% 23,246 $17.1M
Signature Estate & Investment Advisors LLC 0.31% Reduce -16.1% 23,235 $17.1M
BCGM Wealth Management, LLC 3.62% Reduce -1.8% 23,222 $17.1M
National Philanthropic Trust 0.25% Reduce -0.3% 23,109 $17.0M
Roof Eidam Maycock Peralta, LLC 3.35% Add +0.9% 23,097 $17.0M
Refined Wealth Management 10.23% Reduce -0.8% 23,018 $17.0M
Calamos Wealth Management LLC 0.52% Add +17.8% 22,986 $16.9M
SeaCrest Wealth Management, LLC 1.87% Reduce -15.6% 22,910 $16.9M
Rehmann Capital Advisory Group 0.77% Reduce -1.2% 22,885 $16.9M
LMR Partners LLP 0.15% Reduce -28.8% 22,800 $16.8M
Wealth Quarterback LLC 5.17% Add +27.6% 22,702 $16.7M
Unique Wealth, LLC 1.94% Reduce -1.4% 22,629 $16.7M
Flagstar Securities, Inc. 5.01% Add +10.6% 22,498 $16.6M
Menora Mivtachim Holdings LTD. 0.06% Add +4.7% 22,493 $16.6M
Keystone Wealth Services, LLC 3.08% Add +1.9% 22,491 $16.6M
Brown Brothers Harriman & Co. 0.07% Add +45.9% 22,486 $16.6M
Prostatis Group LLC 3.85% Reduce -20.0% 22,476 $16.6M
Navis Wealth Advisors, LLC 6.24% Reduce -0.8% 22,344 $16.5M
Destination Wealth Management 0.38% Reduce -15.9% 22,332 $16.4M
Alliance Wealth Advisors, LLC 6.54% Add +2.0% 22,198 $16.3M
Arete Wealth Advisors, LLC 1.08% Add +31.4% 22,166 $16.3M
Anchor Investment Management, LLC 1.23% Reduce -4.3% 22,158 $16.3M
Florida Financial Advisors, LLC 2.72% Reduce -1.6% 21,877 $16.1M
Everett Harris & Co. 0.20% No change 21,850 $16.1M
Genesee Capital Advisors, LLC 5.05% Add +8.3% 21,752 $16.0M
Baron Financial Group, LLC 7.62% Add +0.1% 21,691 $16.0M
Berger Financial Group, Inc 0.81% Reduce -0.2% 21,635 $15.9M
Soltis Investment Advisors LLC 0.92% Reduce -4.3% 21,594 $15.9M
Cynosure Group, LLC 2.38% Reduce -49.2% 21,555 $15.9M
Planned Solutions, Inc. 4.54% Add +0.1% 21,415 $15.8M
Garden State Investment Advisory Services LLC 3.09% Reduce -1.3% 21,391 $15.8M
Sepio Capital, LP 0.79% Reduce -5.0% 21,389 $15.8M
Smith Shellnut Wilson LLC 5.89% Reduce -0.6% 21,320 $15.7M
Bradley Foster & Sargent Inc. 0.22% Reduce -3.3% 21,233 $15.6M
Ciovacco Capital Management LLC 6.96% Add +0.5% 21,229 $15.6M
RVW Wealth, LLC 1.03% Reduce -0.5% 21,209 $15.6M
Mount Lucas Management LP 5.56% New 21,204 $15.6M
Park Capital Management, LLC / WI 9.18% New 21,163 $15.6M
Concord Investment Counsel Inc. 4.25% Add +0.0% 21,128 $15.6M
First Nebraska Trust Co 1.25% Reduce -1.2% 20,992 $15.5M
CENTRAL TRUST Co 0.28% Reduce -4.0% 20,916 $15.4M
Rezny Wealth Management, Inc. 2.81% Reduce -15.4% 20,909 $15.4M
LGL Partners, LLC 5.61% Reduce -0.0% 20,840 $15.3M
Family Office Research LLC 5.75% Reduce -0.9% 20,817 $15.3M
Peak Asset Management, LLC 2.25% Add +5.0% 20,776 $15.3M
Tennessee Valley Asset Management Partners 1.68% Add +1.1% 20,739 $15.3M
Absolute Capital Management, LLC 3.79% Reduce -12.1% 20,626 $15.2M
Perennial Investment Advisors, LLC 1.01% Add +1.5% 20,565 $15.1M
CFM Wealth Partners LLC 1.93% Reduce -2.6% 20,557 $15.1M
Novak & Powell Financial Services, Inc. 7.13% Add +0.4% 20,546 $15.1M
Wilkerson Advisory Group LLC 4.64% Add +3.2% 20,534 $15.1M
RH Tailwind Management, LLC 7.05% New 20,500 $15.1M
Institute for Wealth Management, LLC. 1.33% Reduce -48.7% 20,442 $15.1M
Cavalier Investments, LLC 5.54% Reduce -80.2% 20,430 $15.0M
Pacific Financial Group Inc. 7.21% Reduce -6.3% 20,412 $15.0M
Quadcap Wealth Management, LLC 1.46% Add +1.1% 20,358 $15.0M
McAlister, Sweet & Associates, Inc. 8.01% Add +2.2% 20,342 $15.0M
Arch Global Advisors, LLC 6.61% Add +0.5% 20,293 $14.9M
Evelyn Partners Group Ltd 0.26% — 20,251 $14.9M
Carr Financial Group Corp 3.42% Add +2.8% 20,186 $14.9M
HMS Capital Management, LLC 5.56% Reduce -1.5% 20,173 $14.9M
Midwest Financial Group LLC 5.21% Add +5.1% 20,168 $14.9M
Formulate Financial LLC 15.63% Add +2.8% 20,162 $14.8M
Strategic Wealth Partners, Ltd. 0.92% Add +0.4% 20,132 $14.8M
Next Capital Management LLC 3.98% Reduce -0.3% 20,030 $14.7M
Capital Investment Counsel, LLC 1.83% Reduce -0.1% 20,028 $14.7M
Junk Investment Group, LLC 6.53% Add +0.1% 20,025 $14.7M
Littlejohn Financial Services, Inc. 10.71% Reduce -13.2% 20,013 $14.7M
Pure Financial Advisors, LLC 0.19% Add +0.6% 20,004 $14.7M
Traynor Capital Management, Inc. 0.69% Add +2.1% 19,892 $14.6M
Lifestyle Asset Management, Inc. 3.93% Add +863.0% 19,866 $14.6M
Integrity Advisory Solutions, LLC 1.50% Add +18.1% 19,854 $14.6M
Sentinel Trust Co. Lba 1.29% No change 19,802 $14.6M
Bryn Mawr Trust Advisors, LLC 0.64% Reduce -2.0% 19,798 $14.6M
Rareview Capital LLC 8.12% Reduce -3.0% 26,341 $14.5M
WealthPLAN Partners, LLC 2.77% Add +1.1% 19,640 $14.5M
Telos Capital Management, Inc. 1.27% Reduce -6.3% 19,627 $14.5M
Summit Trail Advisors, LLC 0.18% Add +8.6% 19,552 $14.4M
Resolute Capital, LLC 4.97% Reduce -13.0% 19,542 $14.4M
Envestnet Portfolio Solutions, Inc. 0.07% Add +8.4% 19,500 $14.4M
Cresta Advisors, Ltd. 5.15% Add +3.2% 19,480 $14.3M
Blue Square Asset Management, LLC 5.81% Add +21.5% 19,474 $14.3M
North Star Investment Management Corp. 0.78% Add +0.3% 19,390 $14.3M
Strategic Financial Group, LLC 13.67% Reduce -0.3% 19,377 $14.3M
Crewe Advisors LLC 1.03% Add +1.7% 19,375 $14.3M
Private Trust Co. NA 1.14% Reduce -3.3% 19,295 $14.2M
Mullooly Asset Management, Inc. 4.37% Reduce -2.9% 19,274 $14.2M
Madison Wealth Partners, Inc 1.81% Add +5.8% 19,272 $14.2M
WPG Advisers, LLC 8.34% Add +5.5% 19,260 $14.2M
Scissortail Wealth Management, LLC 2.73% Reduce -2.2% 19,230 $14.2M
TrueWealth Advisors, LLC 3.19% Reduce -1.5% 19,212 $14.1M
Berkeley Capital Partners, LLC 2.90% Reduce -0.2% 19,146 $14.1M
Caldwell Trust Co 1.14% Add +0.2% 19,128 $14.1M
Red Door Wealth Management, LLC 1.28% Add +1.9% 19,039 $14.0M
Fort Sheridan Advisors LLC 1.51% Add +3.0% 19,015 $14.0M
HBK Sorce Advisory LLC 0.27% Reduce -0.5% 19,510 $14.0M
MCF Advisors LLC 0.50% Add +94.2% 18,979 $14.0M
Teucrium Investment Advisors, LLC 12.41% New 18,937 $13.9M
EFG International AG 0.26% Add +2.5% 18,974 $13.9M
Q3 Asset Management 2.55% Add +1737.1% 20,447 $13.9M
Cadia Private Client LLC 9.95% Reduce -12.9% 18,827 $13.9M
Flagship Harbor Advisors, LLC 0.53% Reduce -25.1% 18,821 $13.9M
Journey Advisory Group, LLC 1.05% Add +162.3% 18,731 $13.8M
Novare Capital Management LLC 0.98% Add +30.8% 18,708 $13.8M
Carnegie Investment Counsel 0.28% Reduce -1.9% 18,692 $13.8M
Seaview Investment Managers LLC 4.11% Add +2.2% 18,668 $13.7M
Empower Advisory Group, LLC 0.03% Reduce -2.7% 18,613 $13.7M
CVA Family Office, LLC 1.24% Add +0.3% 18,523 $13.6M
CMG Global Holdings, LLC 5.77% Add +2.4% 18,480 $13.6M
Relyea Zuckerberg Hanson LLC 1.13% Add +1.7% 18,421 $13.6M
Solano Wealth Investment Advisors LLC 6.17% Reduce -0.4% 18,397 $13.5M
Gradient Investments LLC 0.19% Add +24.0% 18,321 $13.5M
Ayalon Insurance Comp Ltd. 1.65% Add +44.8% 18,300 $13.5M
Tandem Financial, LLC 4.34% Reduce -11.9% 18,293 $13.5M
GWN Securities Inc. 2.25% Reduce -0.1% 18,310 $13.5M
Tsfg, LLC 1.70% Add +3.4% 18,305 $13.5M
Osbon Capital Management LLC 10.57% Reduce -6.5% 18,303 $13.5M
White Wing Wealth Management 7.01% Reduce -10.5% 18,257 $13.4M
Intesa Sanpaolo Wealth Management 2.67% Add +264.2% 18,139 $13.4M
Weitzel Financial Services, Inc. 4.53% Add +1.3% 18,714 $13.3M
Apollon Financial, LLC 1.57% Add +12.2% 18,072 $13.3M
Madrid Financial Services 7.03% Add +44.1% 18,029 $13.3M
StrongBox Wealth, LLC 3.78% Add +0.3% 18,009 $13.3M
SHP Wealth Management 0.91% Add +1.1% 18,009 $13.3M
Mach-1 Financial Group, LLC 5.13% Reduce -11.2% 17,997 $13.3M
Retirement Planning Group, LLC / NY 7.20% Reduce -2.7% 17,930 $13.2M
Waterloo Capital, L.P. 0.74% Add +72.6% 17,933 $13.2M
Fiduciary Financial Advisors 1.34% New 17,901 $13.2M
Vanguard National Trust Co 0.72% Add +7.9% 17,884 $13.2M
Diversified Management Inc. 2.80% Reduce -6.3% 17,826 $13.1M
Kirtland Hills Capital Management, LLC 3.73% Add +31.9% 17,805 $13.1M
RDA Financial Network 2.86% Reduce -1.3% 17,795 $13.1M
JTC Employer Solutions Trustee Ltd 1.05% Add +151.6% 17,805 $13.1M
TopTier Wealth Management, LLC 7.89% Reduce -2.3% 17,746 $13.1M
Benson Wealth Management INC 13.13% Add +75.1% 17,725 $13.1M
IPG Investment Advisors LLC 1.87% Reduce -6.3% 17,712 $13.0M
JP Wealth Management, Inc. 8.20% Reduce -5.1% 17,697 $13.0M
Rainey & Randall Wealth Advisors Inc. 1.86% Reduce -1.1% 17,670 $13.0M
HFG Advisors, Inc. 8.13% Reduce -9.9% 17,689 $13.0M
Lakeshore Capital Group, Inc. 9.62% Add +1.9% 17,654 $13.0M
Guardian Capital, LLC 10.63% Add +51.3% 17,646 $13.0M
Norris Financial Group, LLC 5.17% Reduce -2.5% 17,639 $13.0M
TKG Advisors, LLC 4.51% Add +1.7% 17,634 $13.0M
Valmark Advisers, Inc. 0.14% Add +52.6% 17,608 $13.0M
Leavell Investment Management, Inc. 0.47% Reduce -2.5% 17,430 $12.8M
O'Connor Financial Group LLC 4.54% Reduce -6.4% 17,442 $12.8M
Norden Group LLC 1.05% Add +1.0% 17,364 $12.8M
Chicago Wealth Management, Inc. 4.54% Add +2.1% 17,361 $12.8M
Lanark Financial, Inc. 0.87% Reduce -1.4% 17,341 $12.8M
Proactive Wealth Strategies LLC 2.04% Add +2.1% 17,273 $12.7M
New England Private Wealth Advisors LLC 1.22% Reduce -5.2% 18,534 $12.7M
Lighthouse Financial LLC 6.58% Reduce -1.1% 17,208 $12.7M
Sovran Advisors, LLC 0.94% Add +1.5% 19,076 $12.6M
Capital Investment Advisory Services, LLC 0.78% Add +3.2% 17,136 $12.6M
Eldridge Investment Advisors, Inc. 2.50% Reduce -5.2% 17,124 $12.6M
All Terrain Financial Advisors, LLC 2.65% Add +8.8% 17,102 $12.6M
Daymark Wealth Partners, LLC 0.31% Add +7.5% 17,101 $12.6M
Atlantic Union Bankshares Corp 0.21% Add +9.4% 17,095 $12.6M
Legacy Advisors, LLC 1.17% Add +0.6% 16,947 $12.5M
NWF Advisory Services Inc. 1.17% Add +1.9% 16,833 $12.4M
Mystic Asset Management, Inc. 2.65% Reduce -0.3% 16,827 $12.4M
Worth Asset Management, LLC 3.94% Add +359.1% 16,719 $12.3M
Cedarwood Wealth LLC 9.28% Add +10.4% 16,671 $12.3M
Magnus Financial Group LLC 0.87% Add +13.3% 16,664 $12.3M
Ancora Advisors LLC 0.24% Reduce -1.7% 16,656 $12.3M
Howard Financial Services, LTD. 1.22% Reduce -4.8% 16,641 $12.3M
HighRoad Wealth Advisors, LLC 10.31% Add +1.3% 16,600 $12.2M
Flagship Private Wealth, LLC 4.31% Reduce -4.4% 16,560 $12.2M
Fermata Advisors, LLC 2.47% Add +31.6% 16,560 $12.2M
Concentrum Wealth Management 2.92% Add +0.6% 16,555 $12.2M
Twin Focus Capital Partners, LLC 1.24% No change 16,495 $12.1M
Capital Advisors Inc. 0.18% Add +0.7% 16,475 $12.1M
B&D White Capital Company, LLC 1.21% Add +0.3% 16,471 $12.1M
Plus Group Wealth Advisors LLC 11.40% Reduce -7.3% 16,458 $12.1M
Seneca House Advisors 4.27% Reduce -2.7% 16,404 $12.1M
Northbridge Financial Group, LLC 4.64% Reduce -0.5% 16,387 $12.1M
Pallas Capital Advisors LLC 0.37% Add +4.4% 16,380 $12.1M
Somerset Group LLC 8.46% Add +2.2% 16,617 $12.1M
Glen Eagle Advisors, LLC 1.52% Reduce -0.5% 16,317 $12.0M
Aprio Wealth Management, LLC 0.59% Add +3.8% 16,261 $12.0M
Arcataur Capital Management LLC 2.96% Reduce -0.5% 16,235 $12.0M
CWS Financial Advisors, LLC 2.65% Reduce -0.0% 16,217 $11.9M
Strategent Financial, LLC 6.86% Reduce -0.4% 16,180 $11.9M
Vision Financial Markets LLC 10.33% No change 16,206 $11.9M
Balefire, LLC 1.94% Reduce -5.4% 16,165 $11.9M
Watershed Private Wealth LLC 3.35% Reduce -9.7% 16,129 $11.9M
WNY Asset Management, LLC 1.06% Add +0.3% 16,088 $11.8M
Lansing Street Advisors 2.52% Add +1.2% 16,040 $11.8M
Washington Growth Strategies LLC 6.55% Add +0.3% 16,014 $11.8M
Trivium Point Advisory, LLC 1.07% Add +2200.0% 15,985 $11.8M
Tempus Wealth Planning, LLC 2.30% Add +11.8% 15,926 $11.7M
Clare Market Investments LLC 2.14% Add +11.3% 15,897 $11.7M
Pincus Capital Management, LP 6.98% No change 15,896 $11.7M
Richards, Merrill & Peterson, Inc. 3.70% Add +1.4% 15,835 $11.7M
Chemung Canal Trust Co. 2.15% Reduce -1.4% 15,813 $11.6M
Pinnacle Family Advisors, LLC 4.88% Reduce -9.5% 15,792 $11.6M
Curtis Advisory Group, LLC 2.26% Reduce -3.5% 15,785 $11.6M
Mission Hills Financial Advisory, LLC 5.09% Reduce -23.5% 15,744 $11.6M
Strategic Financial Partners, Ltd. 4.35% Add +1226.8% 15,670 $11.5M
Strengthening Families & Communities, LLC 2.56% Reduce -2.5% 15,628 $11.5M
Cullen/Frost Bankers, Inc. 0.11% No change 15,599 $11.5M
Fulton Breakefield Broenniman LLC 0.67% Add +9.4% 15,535 $11.4M
Prosperitas Financial LLC 3.66% Reduce -7.7% 15,517 $11.4M
Fortem Financial Group, LLC 2.32% Add +6.1% 15,477 $11.4M
Atalanta Sosnoff Capital, LLC 0.20% Reduce -6.0% 15,466 $11.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.2% 15,430 $11.4M
American State Bank (Iowa) 4.61% No change 15,429 $11.4M
Lifeworks Advisors, LLC 1.19% Add +875.1% 15,426 $11.4M
Timothy G. Youngquist 2020 Irrevocable Trust 2.28% New 15,423 $11.4M
Allspring Global Investments Holdings, LLC 0.02% Add +461.0% 15,552 $11.3M
Warner Financial, Inc. 3.31% Add +0.3% 15,295 $11.3M
Spectrum Strategic Capital Management, LLC 5.56% Reduce -6.2% 15,235 $11.2M
9823 Capital, L.P. 7.57% No change 15,226 $11.2M
Financial Management, Inc. 9.19% Add +0.6% 15,224 $11.2M
American Century Companies Inc. 0.01% New 15,188 $11.2M
Perspective Wealth Advisors LLC 6.15% Add +10.2% 15,187 $11.2M
Sage Capital Management, LLC 4.37% Add +5.3% 15,157 $11.2M
Buck Wealth Strategies, LLC 1.16% Add +173.4% 15,103 $11.1M
Soundwatch Capital LLC 1.23% Add +93.9% 15,057 $11.1M
Cozad Asset Management Inc. 0.72% Add +3.4% 15,051 $11.1M
Cordoba Advisory Partners LLC 2.35% Reduce -48.6% 15,025 $11.1M
Baker Tilly Wealth Management, LLC 2.37% Add +19.1% 15,018 $11.1M
Banco BTG Pactual S.A. 1.47% New 15,000 $11.0M
First Trust Advisors LP 0.01% Add +15.4% 14,929 $11.0M
Webster Bank, N. A. 0.95% Add +1.5% 14,925 $11.0M
Guardian Wealth Advisors, LLC 5.49% Add +0.1% 14,909 $11.0M
MPWM Advisory Solutions, LLC 4.98% Reduce -2.0% 14,779 $10.9M
Talon Private Wealth, LLC 1.27% Add +944.3% 14,704 $10.8M
Investor's Fiduciary Advisor Network, LLC 3.67% Reduce -12.4% 14,683 $10.8M
G&S Capital LLC 3.14% Add +0.4% 14,671 $10.8M
Strategic Blueprint, LLC 0.54% Add +4.9% 14,600 $10.8M
Wealth Watch Advisors, INC 3.49% Reduce -25.4% 14,575 $10.7M
Capstone Wealth Management Group, LLC 3.79% Add +1.2% 14,571 $10.7M
Guidance Capital, Inc. 2.29% Add +5.1% 15,166 $10.7M
MMBG Investment Advisors Co. 0.85% Reduce -2.0% 14,525 $10.7M
Main Street Group, LTD 2.66% Reduce -0.5% 14,495 $10.7M
Blue Capital, Inc. 6.77% Reduce -5.6% 14,487 $10.7M
Per Stirling Capital Management, LLC. 1.02% Reduce -0.9% 14,487 $10.7M
Krilogy Financial LLC 0.32% Reduce -3.5% 14,476 $10.7M
Cannon Advisors, Inc. 6.48% Reduce -3.4% 14,791 $10.6M
My Personal CFO, LLC 4.14% Add +0.6% 14,401 $10.6M
Kellett Wealth Advisors, LLC 4.93% Add +0.7% 14,395 $10.6M
Principia Wealth Advisory, LLC 5.30% Add +21698.5% 14,387 $10.6M
Ferguson Wellman Capital Management, Inc. 0.13% Reduce -0.3% 14,377 $10.6M
Keel Point, LLC 0.63% Add +6.3% 14,373 $10.6M
AlphaStar Capital Management, LLC 0.67% New 14,323 $10.5M
Kickstand Ventures, Llc. 1.91% Reduce -7.4% 14,301 $10.5M
M3 Advisory Group, LLC 5.43% Reduce -0.3% 14,215 $10.5M
Advisortrust Partners, LLC 3.57% Reduce -44.7% 14,173 $10.4M
Harbour Trust & Investment Management Co 1.00% Reduce -4.3% 14,143 $10.4M
J. Safra Sarasin Holding AG 0.15% Add +42.1% 15,628 $10.4M
Central Pacific Bank - Trust Division 1.10% Add +58.5% 14,103 $10.4M
Kieckhefer Group LLC 4.22% Add +0.7% 14,083 $10.4M
Sax Wealth Advisors, LLC 0.42% Add +11.9% 17,948 $10.4M
Ramiah Investment Group 7.91% Add +1388.5% 14,066 $10.4M
Maridea Wealth Management LLC 1.12% Reduce -9.4% 14,040 $10.3M
Spahn Wealth & Retirement LLC 6.64% New 14,018 $10.3M
Fidelis Wealth Advisors LLC 15.46% Reduce -49.4% 14,016 $10.3M
Nabity-Jensen Investment Management Inc 6.30% Reduce -1.3% 13,967 $10.3M
Meridian Financial Advisors, LLC 4.93% Reduce -2.4% 13,948 $10.3M
Herbst Group, LLC 5.59% Reduce -2.3% 13,934 $10.3M
Blue Bell Private Wealth Management, LLC 1.28% Add +0.0% 13,922 $10.3M
Synergy Asset Management, LLC 0.97% Add +379.3% 13,919 $10.2M
First International Bank of Israel Ltd. 2.79% Reduce -1.5% 13,902 $10.2M
Petix & Botte Co 2.06% Add +98.4% 13,883 $10.2M
Great Lakes Advisors, LLC 0.08% Add +2.4% 13,847 $10.2M
Ferguson Shapiro LLC 3.02% Add +2685.7% 13,845 $10.2M
Griffin Asset Management, Inc. 1.07% Reduce -3.9% 13,814 $10.2M
Pettinga Financial Advisors LLC 1.63% Reduce -10.2% 13,801 $10.2M
Trek Financial, LLC 0.50% Reduce -25.3% 13,784 $10.2M
Comprehensive Financial Consultants Institutional, Inc. 2.69% Add +0.2% 13,775 $10.1M
Finivi Inc. 5.20% Reduce -12.4% 13,769 $10.1M
WJ Wealth Management, LLC 3.99% Reduce -2.5% 13,721 $10.1M
Modera Wealth Management, LLC 0.11% Reduce -0.4% 13,699 $10.1M
Fingerlakes Wealth Management, Inc. 5.43% Reduce -0.7% 13,694 $10.1M
Milestone Asset Management Group, LLC 5.08% Add +0.9% 13,690 $10.1M
Founders Capital Management, LLC 1.51% Reduce -0.0% 13,660 $10.1M
Matters Capital LLC 7.03% New 13,650 $10.1M
Spirepoint Private Client, LLC 0.81% Add +4.6% 13,627 $10.0M
Moneco Advisors, LLC 0.61% Add +7.3% 13,601 $10.0M
SouthState Bank Corp 0.42% Add +18.5% 13,584 $10.0M
White Pine Investment CO 2.13% Add +1.7% 13,583 $10.0M
Runnymede Capital Advisors, Inc. 5.94% No change 13,549 $10.0M
Safe Harbor Fiduciary, LLC 7.77% Add +0.8% 13,546 $10.0M
Consilio Wealth Advisors, LLC 2.39% Add +0.2% 13,524 $10.0M
Fortis Capital Management LLC 1.12% Add +26.1% 13,506 $9.9M
Gibraltar Capital Management, Inc. 1.53% Add +1.8% 13,470 $9.9M
Ibex Wealth Advisors 0.78% Add +1.0% 13,429 $9.9M
Dale Q Rice Investment Management Ltd 5.36% Reduce -3.3% 13,420 $9.9M
City Holding Co. 1.12% Add +11.0% 13,407 $9.9M
Shepherd Financial Partners LLC 0.81% Reduce -0.1% 13,358 $9.8M
Dedeker Financial LLC 5.59% Reduce -7.0% 13,343 $9.8M
Corsair Capital Management, L.P. 1.24% No change 13,342 $9.8M
RMR Wealth Builders 0.61% Add +8.6% 13,336 $9.8M
Martin Capital Advisors, LLP 5.13% Reduce -0.5% 13,283 $9.8M
Marin Bay Wealth Advisors, LLC 5.25% Reduce -1.4% 13,268 $9.8M
Headlands Technologies LLC 1.04% Add +127.5% 13,255 $9.8M
JMG Financial Group, Ltd. 0.23% Add +2.4% 13,205 $9.7M
KM Capital Management Ltd. 4.57% Reduce -0.8% 13,201 $9.7M
DSG Capital Advisors, LLC 1.38% Reduce -0.5% 13,506 $9.7M
Titleist Asset Management, LLC 0.65% Add +1.9% 13,196 $9.7M
Edgestream Partners, L.P. 0.29% Add +1.7% 13,183 $9.7M
Blue Sky Capital Consultants Group, Inc. 4.15% Reduce -0.8% 13,167 $9.7M
Eastern Bank 0.15% Reduce -0.1% 13,131 $9.7M
BTG Pactual Asset Management US LLC 0.73% Add +39587.9% 13,097 $9.6M
Rik Saylor Financial, Inc. 6.37% Reduce -2.3% 13,056 $9.6M
NorthCoast Asset Management LLC 0.21% Reduce -24.7% 13,048 $9.6M
Capital Squared Financial LLC 6.28% Reduce -0.1% 13,038 $9.6M
Ategra Capital Management, LLC 5.09% Reduce -17.8% 13,014 $9.6M
Cape Cod Five Cents Savings Bank 0.78% — 12,993 $9.6M
Yukon Wealth Management, Inc. 2.74% Add +455.4% 12,985 $9.6M
1 North Wealth Services LLC 3.12% Add +2.6% 12,972 $9.6M
Gill Capital Partners, LLC 2.52% Reduce -5.7% 12,939 $9.5M
Sound Income Strategies, LLC 0.43% Reduce -4.4% 12,907 $9.5M
Fidelis Capital Partners, LLC 0.55% Add +6.7% 12,889 $9.5M
Narwhal Capital Management 0.65% Reduce -0.1% 12,866 $9.5M
Sapient Capital LLC 0.12% Reduce -0.9% 12,848 $9.5M
Elevation Capital Advisory, LLC 3.65% Reduce -31.6% 12,852 $9.5M
Surience Private Wealth LLC 8.32% Add +219.3% 12,846 $9.5M
J. Team Financial, Inc. 9.18% Add +6.7% 12,826 $9.4M
Private Client Services, LLC 2.48% Add +2.6% 12,825 $9.4M
BTC Capital Management, Inc. 0.57% Reduce -0.3% 12,800 $9.4M
Apriem Advisors 0.81% Add +1.3% 12,774 $9.4M
Bank of Hawaii 0.46% Reduce -2.2% 12,772 $9.4M
Trust Co. of Vermont 0.35% — 12,718 $9.4M
Verde Capital Management 1.73% Reduce -7.1% 12,700 $9.4M
Cyr Financial Inc. 4.87% Add +5.2% 12,700 $9.4M
Global Trust Asset Management, LLC 2.92% Reduce -22.6% 12,679 $9.3M
Latko Wealth Management, Ltd. 3.96% Reduce -6.0% 12,655 $9.3M
Lowery Thomas, LLC 4.54% Reduce -1.9% 12,634 $9.3M
Principle Wealth Partners LLC 0.46% Reduce -0.4% 12,611 $9.3M
Ruggiero Investments, Inc. 7.89% Add +1.6% 12,610 $9.3M
Southland Equity Partners LLC 1.63% Reduce -0.9% 12,603 $9.3M
Simplex Trading, LLC 0.24% Reduce -22.7% 12,600 $9.3M
Prospect Financial Services LLC 4.70% Add +10.2% 12,594 $9.3M
Morangie Management LLC 7.65% Add +0.1% 12,487 $9.2M
Up Capital Management, Inc. 7.12% Reduce -7.8% 12,500 $9.2M
Fluent Financial, LLC 3.27% Add +63.0% 12,449 $9.2M
Keating Financial Advisory Services, Inc. 1.20% Add +4.5% 12,409 $9.1M
Element Squared LLC 4.54% Reduce -44.0% 12,405 $9.1M
Timbuktu Capital Management, LLC 13.74% — 12,402 $9.1M
Family Manage LLC 0.96% Add +3.0% 12,377 $9.1M
TruNorth Capital Management, LLC 1.46% Add +521.5% 12,375 $9.1M
Interactive Financial Advisors, Inc. 5.55% Add +6.6% 12,656 $9.1M
Cadinha & Co. LLC 1.34% Add +6.8% 12,305 $9.1M
Strategy Asset Managers LLC 1.35% Add +2.9% 12,235 $9.0M
Marathon Wealth Advisors LLC 3.08% Add +1.3% 12,234 $9.0M
Bollard Group LLC 0.27% Add +13.6% 12,192 $9.0M
Box Hill Private Wealth LLC 7.20% Add +4.4% 12,191 $9.0M
Oxinas Partners, LLC 3.53% Reduce -1.9% 12,148 $8.9M
Reyes Financial Architecture, Inc. 5.01% Add +21587.5% 12,145 $8.9M
AllGen Financial Advisors, Inc. 1.95% Reduce -6.5% 12,107 $8.9M
Busey Bank 0.22% No change 12,043 $8.9M
SOA Wealth Advisors, LLC. 1.49% Reduce -0.5% 12,033 $8.9M
Oxford Wealth Group, LLC 3.95% Reduce -7.9% 11,997 $8.8M
Cheviot Value Management, LLC 0.90% Reduce -0.7% 11,987 $8.8M
Redhawk Wealth Advisors, Inc. 0.87% Reduce -30.6% 11,986 $8.8M
Ritter Daniher Financial Advisory LLC / DE 1.34% Reduce -2.3% 11,986 $8.8M
Graetz Wealth LLC 7.03% Add +23.3% 11,974 $8.8M
TFR Capital, LLC. 2.46% Add +1.1% 11,870 $8.7M
Canandaigua National Bank & Trust Co. 0.74% — 11,850 $8.7M
Morse Asset Management, Inc 1.45% Add +0.1% 11,840 $8.7M
Vicus Capital 0.56% Reduce -2.1% 11,820 $8.7M
Snowwater Investment Partners, LLC 6.02% Add +1.2% 11,803 $8.7M
O'Neil Global Advisors, Inc. 1.94% Add +544.6% 11,803 $8.7M
Accurate Wealth Management, LLC 0.83% Reduce -32.8% 11,940 $8.7M
Retirement Planning Co of New England, Inc. 3.12% Reduce -0.6% 11,762 $8.7M
Octavia Wealth Advisors, LLC 0.75% Reduce -1.1% 11,725 $8.6M
Annex Advisory Services, LLC 0.15% Add +1.3% 11,730 $8.6M
Stock Yards Bank & Trust Co. 0.25% Reduce -3.6% 11,723 $8.6M
LongView Wealth Management 2.21% Add +1.4% 11,700 $8.6M
XML Financial, LLC 0.63% Add +1.6% 11,670 $8.6M
M1 Capital Management LLC 3.17% Add +138.5% 11,657 $8.6M
Nikulski Financial, Inc. 1.85% Reduce -3.4% 11,651 $8.6M
Clark Asset Management, LLC 0.67% Reduce -8.8% 11,620 $8.6M
Bay Rivers Group 2.92% Reduce -9.3% 11,612 $8.6M
Split Rock Private Trading & Wealth Management, LLC 5.86% Reduce -0.3% 11,595 $8.5M
Trust Co. of Toledo NA 0.71% Add +5.1% 11,567 $8.5M
Fayez Sarofim & Co 0.02% Add +7.7% 11,547 $8.5M
Insight Advisors, LLC/ PA 1.50% Add +0.3% 11,547 $8.5M
Councilor Wealth, LLC 3.44% New 11,533 $8.5M
Strategic Advisors LLC 1.86% Reduce -8.9% 11,532 $8.5M
Hyposwiss Advisors SA 8.04% Add +0.2% 11,524 $8.5M
Nadler Financial Group, Inc. 0.72% Reduce -0.8% 11,520 $8.5M
EdgeRock Capital LLC 1.92% Reduce -5.7% 11,506 $8.5M
Williams Jones Wealth Management, LLC. 0.10% Add +3.5% 11,479 $8.5M
National Wealth Management Group, LLC 2.61% Reduce -1.1% 11,443 $8.4M
Post Resch Tallon Group Inc. 5.82% Add +3.4% 11,426 $8.4M
Arcus Capital Partners, LLC 3.48% Reduce -8.4% 11,422 $8.4M
Ackerman Asset Management, LLC 5.03% Add +0.0% 11,373 $8.4M
Partners Capital Investment Group, LLP 0.30% Add +0.8% 11,365 $8.4M
Base Wealth Management LLC 3.89% Reduce -3.7% 11,363 $8.4M
Concorde Asset Management, LLC 4.82% Reduce -2.2% 11,299 $8.3M
HCR Wealth Advisors 0.75% Reduce -0.1% 11,304 $8.3M
Tru Independence Asset Management 2, LLC 4.50% Add +0.6% 11,272 $8.3M
Empirical Finance, LLC 0.35% Reduce -7.6% 11,271 $8.3M
Eddie Patel Inc 4.95% Add +16.3% 11,242 $8.3M
Wealth Advisory Solutions, LLC 1.70% Reduce -6.2% 11,223 $8.3M
JPL Wealth Management, LLC 1.63% Reduce -0.8% 11,172 $8.2M
Cornerstone Advisory, LLC 0.68% Add +10.2% 11,154 $8.2M
Capital Advisor Network LLC 10.28% Reduce -11.2% 11,150 $8.2M
J. Goldman & Co LP 0.29% Add +1171.7% 11,140 $8.2M
Signal Advisors Wealth, LLC 0.43% Add +26.9% 11,121 $8.2M
Palumbo Wealth Management LLC 1.71% Add +2.2% 11,116 $8.2M
Forvis Mazars Wealth Advisors, LLC 0.14% Add +1.3% 11,114 $8.2M
Richard W. Paul & Associates, LLC 2.49% Reduce -3.5% 11,069 $8.2M
Compass Financial Management LLC 0.99% — 11,136 $8.1M
Avidian Wealth Enterprises, LLC 0.23% Add +1.5% 11,021 $8.1M
Financial Partners Group, Inc 0.82% Reduce -0.5% 11,012 $8.1M
Transcendent Capital Group LLC 3.15% Add +86.6% 11,006 $8.1M
Advisory Resource Group 1.22% Add +26.4% 10,979 $8.1M
Darwin Wealth Management, LLC 2.21% Reduce -1.2% 10,966 $8.1M
Fortune Financial Group, Inc. 6.32% Add +484.5% 10,942 $8.1M
Laurel Oak Wealth Management, LLC 1.17% Reduce -0.2% 10,928 $8.0M
Camelot Technology Advisors, Inc. 5.48% Add +46.9% 10,901 $8.0M
Fiduciary Alliance LLC 0.54% Reduce -28.4% 10,897 $8.0M
Ethos Financial Group, LLC 0.54% Add +14.1% 12,116 $8.0M
Riverstone Advisors, LLC 3.32% Add +3.9% 10,873 $8.0M
FourThought Financial Partners, LLC 0.62% Reduce -0.9% 10,856 $8.0M
Sage Mountain Advisors LLC 0.49% Add +0.3% 10,846 $8.0M
LexAurum Advisors, LLC 0.92% Add +11.9% 10,819 $8.0M
Winch Advisory Services, LLC 1.65% Add +1.4% 10,800 $8.0M
Atticus Wealth Management, LLC 1.89% Add +3.6% 10,799 $8.0M
Requisite Capital Management, LLC 1.31% Add +0.1% 10,758 $7.9M
Triumph Capital Management 1.43% Reduce -5.9% 10,734 $7.9M
Rothschild Wealth LLC 0.63% Add +1.2% 10,723 $7.9M
Sharp Wealth Advisory, LLC 3.66% Add +693.0% 10,721 $7.9M
Zhang Financial LLC 0.23% Add +0.9% 10,703 $7.9M
Miramontes Capital, LLC 2.44% Add +5.8% 10,657 $7.8M
Bernardo Wealth Planning LLC 1.34% Add +1.1% 10,651 $7.8M
Sims Investment Management, LLC 2.42% Reduce -0.2% 10,616 $7.8M
CPR Investments Inc. 6.01% Add +20.5% 10,604 $7.8M
Blue Trust, Inc. 0.08% Add +1.1% 10,598 $7.8M
McGuire Investment Group, LLC 0.68% Add +0.6% 10,569 $7.8M
Warren Street Wealth Advisors, LLC 1.76% Add +0.0% 10,559 $7.8M
Cordatus Wealth Management LLC 1.71% Reduce -7.8% 10,555 $7.8M
Gateway Wealth Partners, LLC 0.47% Reduce -44.6% 10,554 $7.8M
Cypress Wealth Services, LLC 0.96% Add +2.5% 10,553 $7.8M
QRG Capital Management, Inc. 0.06% Add +60.2% 10,505 $7.7M
WBH Advisory Inc. 0.52% Reduce -10.5% 10,503 $7.7M
Crews Bank & Trust 1.01% Reduce -0.0% 10,503 $7.7M
Rasp Wealth Solutions, LLC 2.57% — 10,479 $7.7M
Saxony Capital Management, LLC 3.53% Reduce -21.7% 10,462 $7.7M
Retirement Income Solutions, Inc. 1.32% No change 13,302 $7.7M
LMCG Investments, LLC 0.41% Reduce -2.9% 10,407 $7.7M
Joseph P. Lucia & Associates, LLC 2.30% Add +5.8% 10,378 $7.7M
Trustmark Bank Trust Department 0.45% Add +3.5% 10,349 $7.6M
Vance Wealth, LLC 1.72% Reduce -0.0% 10,336 $7.6M
Mission Creek Capital Partners, Inc. 1.34% Reduce -0.4% 10,339 $7.6M
DBK Financial Counsel, LLC 6.38% No change 10,327 $7.6M
Arthur M. Cohen & Associates, LLC 1.18% Reduce -0.0% 10,283 $7.6M
BlueChip Wealth Advisors LLC 2.87% Add +1.7% 10,265 $7.6M
Accel Wealth Management 1.70% Reduce -5.3% 10,259 $7.6M
NorthCrest Asset Manangement, LLC 0.19% Add +13.5% 10,415 $7.5M
Global Assets Advisory, LLC 1.64% Add +0.6% 10,316 $7.5M
Procyon Advisors, LLC 0.32% Reduce -62.6% 10,165 $7.5M
Advisory Solutions Group, LLC 2.55% — 10,123 $7.5M
Harbor Investment Advisory, LLC 0.52% Add +30.1% 10,112 $7.4M
Modus Advisors, LLC 1.83% Reduce -9.1% 10,070 $7.4M
McKinley Carter Wealth Services, Inc. 0.38% Reduce -1.4% 10,041 $7.4M
Calamos Advisors LLC 0.04% Reduce -49.5% 10,040 $7.4M
Oakwell Private Wealth Management, LLC 1.22% Add +0.1% 9,989 $7.4M
Cornell Pochily Investment Advisors, Inc. 1.98% Add +1.3% 9,985 $7.4M
JFS Wealth Advisors, LLC 0.37% Add +0.8% 9,956 $7.3M
Victory Financial Group, LLC 0.77% Reduce -1.7% 9,955 $7.3M
Founders Financial Alliance, LLC 0.97% Add +5.5% 9,943 $7.3M
Retirement Solution LLC 1.43% Add +16.6% 9,935 $7.3M
Ledgewood Wealth Advisors, LLC 3.87% Reduce -4.0% 9,906 $7.3M
Independent Wealth Network Inc. 1.86% Add +10.7% 9,896 $7.3M
Provenance Wealth Advisors, LLC 0.69% Add +3.7% 9,893 $7.3M
Uptick Partners, LLC 1.13% Reduce -3.2% 9,852 $7.3M
White Lighthouse Investment Management Inc. 0.90% Add +1.0% 9,837 $7.2M
Beacon Advisors Holdings, LLC 3.53% Reduce -2.6% 9,803 $7.2M
Evercore Wealth Management, LLC 0.10% Add +1.8% 9,780 $7.2M
Seamount Financial Group Inc. 2.90% Add +24.9% 9,771 $7.2M
Prudential PLC 0.05% Reduce -4.8% 9,897 $7.2M
Greykasell Wealth Strategies, Inc. 2.61% Add +4.5% 9,766 $7.2M
Forum Finance Group S.A. 2.59% Reduce -2.3% 12,077 $7.2M
Armstrong Advisory Group, Inc. 0.44% Add +2.0% 9,759 $7.2M
Welch & Forbes LLC 0.09% Reduce -3.4% 9,753 $7.2M
Signaturefd, LLC 0.10% Add +7.8% 9,742 $7.2M
Zacks Investment Management 0.05% Reduce -4.4% 9,735 $7.2M
Delta Investment Management, LLC 1.18% Add +49.3% 9,718 $7.2M
GAMCO Investors 0.06% Reduce -31.6% 9,717 $7.2M
Leelyn Smith, LLC 0.87% Add +6.0% 9,676 $7.1M
Vienna Asset Management LLC 5.07% Add +17.7% 9,673 $7.1M
Glenview Trust Co 0.10% Add +15.1% 9,670 $7.1M
Guardian Wealth Advisors, LLC / NC 0.40% Add +3.3% 9,634 $7.1M
Marino, Stram & Associates LLC 1.13% Add +3.3% 9,617 $7.1M
Amtrust Financial Services, Inc. 2.10% No change 9,600 $7.1M
High Note Wealth, LLC 1.21% Reduce -0.1% 9,593 $7.1M
Objective Capital Management, LLC 6.26% Reduce -3.5% 9,580 $7.1M
DeDora Capital, Inc. 1.53% Reduce -1.5% 9,578 $7.1M
Visionary Horizons, LLC 2.95% Reduce -4.3% 9,573 $7.1M
First Manhattan Co. Llc. 0.02% Add +2.2% 9,568 $7.0M
Balboa Wealth Partners 0.96% Add +11.2% 9,566 $7.0M
Riverbend Wealth Management, LLC 3.58% Add +7.1% 9,561 $7.0M
Zuckerman Investment Group, LLC 0.60% Add +4.8% 9,550 $7.0M
Aurora Private Wealth, Inc. 4.45% Reduce -0.8% 9,530 $7.0M
Ulland Investment Advisors, LLC 5.19% Reduce -4.5% 9,528 $7.0M
Channel Wealth LLC 1.57% Reduce -6.4% 9,490 $7.0M
Searle & Co. 1.57% Add +1.1% 9,466 $7.0M
Leslie Global Wealth, LLC 2.71% Reduce -10.1% 9,449 $7.0M
Ignite Planners, LLC 0.95% Add +15.7% 9,431 $6.9M
Hill Island Financial LLC 1.48% Reduce -5.1% 9,403 $6.9M
Quartz Partners, LLC 2.27% Add +1.9% 9,394 $6.9M
Capital Analysts, LLC 0.16% Add +9.1% 9,390 $6.9M
Grey Ledge Advisors, LLC 1.38% Add +0.4% 9,358 $6.9M
Avaii Wealth Management, LLC 2.02% Reduce -0.1% 9,340 $6.9M
Arrowroot Family Office, LLC 1.96% Reduce -4.3% 9,304 $6.9M
Foresight Capital Management Advisors, Inc. 3.33% Reduce -3.4% 9,299 $6.8M
Daybright Advisory Services, Inc. 1.63% Add +3.5% 9,939 $6.8M
Cottage Street Advisors LLC 2.64% Reduce -32.1% 9,295 $6.8M
BLB&B Advisors, LLC 0.25% Reduce -5.1% 9,273 $6.8M
Basso Capital Management, L.P. 1.68% Add +644.6% 9,270 $6.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.20% Add +0.1% 9,664 $6.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 4.08% Reduce -1.7% 9,230 $6.8M
Key Client Fiduciary Advisors, LLC 1.98% Add +0.7% 9,211 $6.8M
Patriot Investment Management Group, Inc. 0.39% Reduce -5.3% 9,197 $6.8M
New Wave Wealth Advisors LLC 1.85% Add +1.9% 9,172 $6.8M
Global Trust Wealth Management LLC 4.65% Reduce -26.5% 9,176 $6.8M
Charles Schwab Trust Co 0.38% Add +85.6% 9,175 $6.8M
Avantax Planning Partners, Inc. 0.17% Reduce -24.0% 9,155 $6.7M
West Financial Advisors, LLC 1.02% Add +4.3% 9,150 $6.7M
Retirement Guys Formula LLC 2.53% Add +2.2% 9,135 $6.7M
Visionary Wealth Advisors 0.27% Add +0.4% 9,119 $6.7M
Olde Wealth Management, LLC 1.89% Add +2.0% 9,074 $6.7M
Royal Capital Wealth Management, LLC 3.75% Add +4.1% 9,066 $6.7M
Integrated Investment Consultants, LLC 1.31% Add +2.5% 9,062 $6.7M
Cohen Capital Management, Inc. 0.91% Add +0.0% 9,038 $6.7M
Vista Investment Partners LLC 1.68% Add +2.7% 9,013 $6.6M
Chilton Investment Co. Inc. 0.16% Add +197.0% 8,997 $6.6M
Schmidt P J Investment Management Inc. 1.03% No change 8,997 $6.6M
Valued Retirements, Inc. 5.93% Reduce -1.3% 8,973 $6.6M
Aspiriant, LLC 0.16% Add +8.9% 8,957 $6.6M
Ridgeline Wealth Planning, LLC 4.18% Reduce -16.0% 8,956 $6.6M
Strategic Wealth Investment Group, LLC 0.80% Reduce -19.9% 8,951 $6.6M
Goldstein Advisors, LLC 0.60% Add +6.3% 8,915 $6.6M
Eagle Strategies LLC 0.65% Add +15.3% 8,914 $6.6M
True North Advisors, LLC 0.63% Reduce -8.5% 8,914 $6.6M
Harvest Investment Services, LLC 1.01% Reduce -12.8% 8,829 $6.5M
Clear Point Advisors Inc. 5.76% Reduce -0.2% 8,823 $6.5M
Huntleigh Advisors, Inc. 0.91% Add +5.8% 8,814 $6.5M
West Michigan Advisors, LLC 1.23% Add +46.4% 8,796 $6.5M
Quantum Financial Partners LLC 3.31% — 8,797 $6.5M
Ameliora Wealth Management Ltd. 1.92% Reduce -15.2% 8,788 $6.5M
Fulton Bank, N.A. 0.20% Add +21.3% 8,780 $6.5M
Aurora Investment Managers, LLC. 3.94% New 8,746 $6.4M
Monument Capital Management 1.29% Reduce -2.4% 8,742 $6.4M
Corepath Wealth Partners LLC 4.01% Add +1.4% 9,048 $6.4M
Pinnacle Wealth Management Group, Inc. 3.00% Reduce -2.5% 8,729 $6.4M
Covenant Asset Management, LLC 1.14% Reduce -5.9% 8,718 $6.4M
Sightline Wealth Advisors, LLC 2.35% Reduce -2.4% 8,711 $6.4M
SkyOak Wealth, LLC 1.05% Reduce -0.7% 8,696 $6.4M
J.E. Simmons & Co., P.C. 3.60% Reduce -0.2% 8,682 $6.4M
Triad Wealth Partners, LLC 0.38% Reduce -11.3% 9,126 $6.4M
Baring Financial LLC 3.51% Reduce -4.0% 8,640 $6.4M
Aberdeen Group plc 0.01% Add +24.4% 8,625 $6.4M
Bucket List Wealth Management, LLC 3.12% Reduce -7.2% 8,587 $6.3M
Alpha Financial Partners LLC 3.32% Add +6.7% 8,581 $6.3M
Rothschild Investment LLC 0.24% Add +0.1% 8,578 $6.3M
Hancock Whitney Corp. 0.11% Reduce -0.8% 8,562 $6.3M
Lazard Freres Gestion S.A.S. 0.11% Add +78.3% 8,561 $6.3M
Signature Equity Partners, LLC 2.89% Add +8.4% 8,556 $6.3M
Hantz Financial Services, Inc. 0.09% Add +20.1% 8,586 $6.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.70% Add +1.2% 8,544 $6.3M
GFG Capital, LLC 1.73% Reduce -20.0% 8,542 $6.3M
Realta Investment Advisors 1.95% Reduce -2.6% 8,536 $6.3M
NovaPoint Capital, LLC 1.31% Add +13.6% 8,527 $6.3M
Larry Mathis Financial Planning, LLC 4.78% Add +1413.8% 8,523 $6.3M
Quad-Cities Investment Group, LLC 2.26% Reduce -0.2% 8,522 $6.3M
Barnes Pettey Financial Advisors, LLC 1.96% Add +163.3% 8,511 $6.3M
Greater Midwest Financial Group, LLC 3.12% Add +3.0% 8,505 $6.3M
Macroview Investment Management LLC 3.89% Add +5.6% 8,499 $6.3M
Montecito Bank & Trust 0.93% Reduce -1.7% 8,472 $6.2M
Florida Trust Wealth Management Co 0.16% Add +23.2% 8,466 $6.2M
Robbins Farley 2.39% Add +2.8% 8,461 $6.2M
Virginia Estate & Retirement Planning Advisors Inc. 7.50% Add +2968.8% 8,470 $6.2M
Castle Rock Wealth Management, LLC 1.22% Add +1.7% 8,576 $6.2M
Advance Capital Management, Inc. 0.20% Add +0.4% 8,439 $6.2M
Independence Bank of Kentucky 0.70% Reduce -1.9% 8,439 $6.2M
TOP Private Wealth LLC. 5.95% — 8,419 $6.2M
TBH Global Asset Management, LLC 1.13% Add +7.7% 8,400 $6.2M
Nvest Financial, LLC 1.95% Add +1.4% 8,379 $6.2M
Argent Trust Co 0.18% Add +26.7% 8,372 $6.2M
Allie Family Office LLC 2.28% Add +66.7% 8,382 $6.1M
Twin Peaks Wealth Advisors, LLC 1.39% Add +4.6% 8,330 $6.1M
Taylor & Morgan Wealth Management, LLC 3.02% Add +4.3% 8,322 $6.1M
Sfmg, LLC 0.37% Reduce -1.4% 8,271 $6.1M
Lifetime Wealth Management P.C. 3.60% Reduce -0.2% 8,262 $6.1M
Clear Harbor Asset Management, LLC 0.38% Add +21.1% 8,254 $6.1M
Sassicaia Capital Advisers LLC 2.68% Add +14.6% 8,250 $6.1M
Ketron Financial 1.89% Reduce -4.5% 8,243 $6.1M
GSG Advisors LLC 1.33% Add +1.9% 8,223 $6.1M
JBR Co Financial Management Inc 2.21% Reduce -7.0% 8,220 $6.1M
Innovative Wealth Building LLC 3.52% Add +0.5% 8,220 $6.1M
Spruce Point Capital Management, LLC 11.21% Add +64.2% 8,210 $6.0M
Root Financial Partners, LLC 0.23% Reduce -1.9% 8,200 $6.0M
Empire Life Investments Inc. 0.34% Add +15.5% 8,200 $6.0M
Purus Wealth Management, LLC 1.66% Add +0.1% 8,184 $6.0M
Independent Advisor Alliance 0.14% Reduce -94.5% 8,170 $6.0M
Black Diamond Financial, LLC 0.53% Reduce -5.9% 8,161 $6.0M
Family Legacy, Inc. 1.60% Reduce -0.9% 8,155 $6.0M
QTR Family Wealth, LLC 2.09% Add +8.4% 8,138 $6.0M
Westmount Partners, LLC 1.32% Reduce -13.6% 8,128 $6.0M
Custos Family Office, LLC 3.59% Add +0.6% 8,105 $6.0M
LaSalle St. Investment Advisors, LLC 0.73% Add +3.0% 8,100 $6.0M
Kensington Asset Management, LLC 0.33% Reduce -97.7% 8,100 $6.0M
West Bancorporation Inc. 2.54% Add +33.5% 8,078 $5.9M
DKM Wealth Management, Inc. 3.88% Reduce -1.1% 8,065 $5.9M
Fiduciary Financial Group, LLC 0.67% Add +0.5% 8,041 $5.9M
Perissos Private Wealth Management, LLC 4.00% Add +318.8% 8,037 $5.9M
Vertex Planning Partners, LLC 0.88% New 8,031 $5.9M
Capelight Capital Asset Management LP 3.00% No change 8,000 $5.9M
Performa Ltd (US), LLC 0.95% New 8,000 $5.9M
Moore Capital Management, LP 0.14% New 8,000 $5.9M
Sandy Cove Advisors, LLC 1.47% Reduce -0.2% 7,985 $5.9M
Rockport Wealth LLC 0.99% Add +1.5% 7,968 $5.9M
Earned Wealth Advisors, LLC 0.38% Reduce -10.9% 7,967 $5.9M
YHB Investment Advisors, Inc. 0.38% Reduce -14.5% 7,955 $5.9M
Courier Capital LLC 0.29% Reduce -8.7% 7,940 $5.8M
Capital Group Private Client Services, Inc. 0.08% Reduce -0.6% 7,936 $5.8M
AMG Asset Management Group, Inc. 3.65% New 7,909 $5.8M
PFC Capital Group, Inc. 2.24% Reduce -2.6% 7,903 $5.8M
Three Magnolias Financial Advisors, LLC 3.24% Add +2.3% 7,899 $5.8M
Pasadena Private Wealth, LLC 0.74% Add +8.4% 7,874 $5.8M
Global Wealth Management, LLC 2.95% Add +1.4% 7,873 $5.8M
Highline Wealth Partners LLC 1.18% Add +20.2% 7,862 $5.8M
Finward Bancorp 4.37% Add +3.7% 7,818 $5.8M
Spartan Wealth Advisory Services LLC 0.47% Add +22.5% 7,799 $5.7M
COFG Advisors, LLC 0.99% Add +138.5% 7,799 $5.7M
KLCM Advisors, Inc. 0.46% Reduce -0.3% 7,796 $5.7M
Kensington Investment Counsel, LLC 2.49% Reduce -14.4% 7,792 $5.7M
Independence Wealth Advisors, LLC 2.87% Add +532.2% 7,789 $5.7M
Liberty Wealth Management LLC 0.72% No change 9,917 $5.7M
Iron Gate Global Advisors LLC 0.55% Add +0.9% 7,753 $5.7M
Levin Capital Strategies, L.P. 0.38% Add +0.3% 7,745 $5.7M
Boston Family Office LLC 0.35% Reduce -2.8% 7,739 $5.7M
Montz Harcus Wealth Management LLC 2.03% Reduce -4.3% 7,739 $5.7M
Man Group plc 0.01% New 7,736 $5.7M
BayBridge Capital Group, LLC 2.97% Add +2.5% 7,730 $5.7M
WealthCare Asset Management, LLC 2.37% New 7,694 $5.7M
Fifth Third Wealth Advisors LLC 0.16% Add +9.3% 7,671 $5.6M
Greenfield Savings Bank 2.14% Reduce -0.3% 7,649 $5.6M
Inscription Capital, LLC 0.50% Add +23.8% 7,648 $5.6M
OpenArc Corporate Advisory, LLC 0.07% Add +3.1% 7,636 $5.6M
First National Trust Co 0.19% Reduce -1.6% 7,618 $5.6M
KERR FINANCIAL PLANNING Corp 6.25% Reduce -1.0% 7,613 $5.6M
Odyssey Capital Advisors, Inc. 4.01% Add +2.7% 7,608 $5.6M
Lakeshore Financial Planning, Inc. 1.80% Reduce -0.2% 7,581 $5.6M
Adirondack Capital Advisors, LLC 2.99% Add +13.4% 7,579 $5.6M
Marble Wealth, LLC 0.85% Add +4.8% 7,563 $5.6M
Trust Co 0.50% Add +6.3% 7,538 $5.6M
Advisors Management Group Inc. 0.92% Reduce -0.3% 7,526 $5.5M
Cyndeo Wealth Partners, LLC 0.26% Add +9.6% 7,524 $5.5M
Strategic Family Wealth Counselors, L.L.C. 1.29% Add +6.0% 7,514 $5.5M
Madden Advisory Services, Inc. 1.98% Reduce -2.6% 7,501 $5.5M
Weiss Asset Management LP 0.09% New 7,500 $5.5M
ICONIQ Capital, LLC 0.16% No change 7,499 $5.5M
Lam Group, Inc. 2.73% No change 7,475 $5.5M
Chevy Chase Trust Holdings, LLC 0.01% Add +87.0% 7,467 $5.5M
RWQ Financial Management Services, Inc. 2.65% Reduce -58.3% 7,465 $5.5M
Valley National Advisers Inc. 0.61% Add +28.9% 7,465 $5.5M
Kapstone Financial Advisors LLC 2.30% Add +4.2% 7,460 $5.5M
MorganRosel Wealth Management, LLC 1.85% Add +1.4% 7,440 $5.5M
Paulson Wealth Management Inc. 1.16% Reduce -2.9% 7,435 $5.5M
Defined Wealth Management, LLC 2.81% Reduce -0.3% 7,425 $5.5M
Omega Financial Group, LLC 1.66% Reduce -1.8% 7,417 $5.5M
Nicolet Bankshares Inc. 0.17% Reduce -7.8% 7,429 $5.5M
PCG Asset Management, LLC 3.91% Reduce -0.9% 7,390 $5.4M
Second Half Financial Partners, LLC 2.23% Add +7.0% 7,386 $5.4M
Morton Capital Management LLC 0.74% Add +0.2% 7,380 $5.4M
Montag A & Associates Inc. 0.23% Reduce -23.8% 7,350 $5.4M
Greenwood Capital Associates LLC 0.53% Reduce -12.3% 7,355 $5.4M
Fortress Private Ledger, LLC 1.48% Add +22.8% 7,353 $5.4M
1832 Asset Management L.P. 0.01% Add +59.1% 7,317 $5.4M
Tudor Financial Inc. 2.41% Reduce -0.8% 7,285 $5.4M
TFB Advisors LLC 2.36% Add +0.7% 7,281 $5.4M
Optima Capital LLC 2.10% Add +7.0% 7,216 $5.3M
Matauro, LLC 0.70% Reduce -14.3% 7,216 $5.3M
Ellerson Group Inc. 3.14% Add +2.7% 7,211 $5.3M
Woodmont Investment Counsel LLC 0.29% Reduce -0.8% 7,208 $5.3M
Marco Investment Management LLC 0.35% No change 7,205 $5.3M
Kanawha Capital Management LLC 0.34% Reduce -0.3% 7,186 $5.3M
Manske Wealth Management 1.30% Add +4.4% 7,126 $5.2M
Guggenheim Capital LLC 0.03% Reduce -4.7% 7,111 $5.2M
Fairview Capital Investment Management, LLC 0.28% Add +65.2% 7,106 $5.2M
Astoria Portfolio Advisors LLC. 0.88% Add +12.8% 7,104 $5.2M
Warm Springs Advisors Inc. 3.61% Reduce -2.9% 7,085 $5.2M
Mayflower Financial Advisors, LLC 0.45% Add +17.5% 7,084 $5.2M
Hutchens & Kramer Investment Management Group, LLC 1.40% Reduce -0.3% 7,080 $5.2M
Boreal Capital Management LLC 4.48% Add +52.6% 7,078 $5.2M
Yanni & Associates Investment Advisors, LLC 4.81% Add +1.5% 7,073 $5.2M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 3.65% Reduce -2.2% 7,062 $5.2M
Clayton Financial Group LLC 2.87% No change 7,051 $5.2M
Exit Wealth Advisors, LLC. 2.36% Add +40.4% 7,038 $5.2M
Coastal Bridge Advisors, LLC 0.32% Reduce -0.0% 7,021 $5.2M
Symphony Financial, Ltd. Co. 0.57% Reduce -6.2% 7,054 $5.2M
Tactive Advisors, LLC 1.27% Add +2.3% 7,001 $5.2M
WealthTrust Asset Management, LLC 2.78% Add +15.8% 6,970 $5.1M
BIP Wealth, LLC 0.15% Add +7.8% 6,964 $5.1M
Clark Financial Services Group Inc. 2.42% Reduce -0.2% 6,950 $5.1M
Noked Israel Ltd 0.53% No change 6,940 $5.1M
Deutsche Bank AG 0.00% Reduce -6.6% 6,934 $5.1M
Peddock Capital Advisors, LLC 1.02% Add +4.9% 6,905 $5.1M
Bluefin Capital Management, LLC 1.49% Add +72.5% 6,900 $5.1M
Metropolitan Life Insurance Co 1.42% Reduce -14.8% 6,900 $5.1M
Wisconsin Wealth Advisors, LLC 4.35% Reduce -0.7% 6,887 $5.1M
Diversified Enterprises, LLC 0.25% Add +4.9% 6,884 $5.1M
Oxford Financial Group, LTD. LLC 0.26% Add +7.1% 6,872 $5.1M
FSM Wealth Advisors, LLC 0.54% Add +24.5% 6,860 $5.1M
Byrne Financial Freedom, LLC 1.97% Reduce -1.2% 6,855 $5.0M
LBMC Investment Advisors, LLC 0.28% Add +2.1% 6,843 $5.0M
Frisch Financial Group, Inc. 0.86% Reduce -2.5% 6,813 $5.0M
Cloud Capital Management, LLC 1.83% Add +12.9% 6,812 $5.0M
Johnson Financial Group, LLC 0.27% Add +11.9% 6,803 $5.0M
Paladin Advisory Group, LLC 3.32% Reduce -2.6% 6,798 $5.0M
Opinicus Capital, Inc. 2.68% Reduce -2.3% 6,792 $5.0M
Trademark Financial Management, LLC 2.04% Reduce -20.3% 6,781 $5.0M
Codex Capital Asset Management L.L.C. 1.73% No change 6,780 $5.0M
Addison Capital Co 0.82% Add +1.1% 6,768 $5.0M
Sterling Financial Planning, Inc. 1.36% Reduce -2.9% 6,768 $5.0M
Burke & Herbert Bank & Trust Co. 1.24% Add +4.2% 6,767 $5.0M
NorthStar Asset Management LLC 1.07% Add +0.3% 6,751 $5.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.11% Reduce -0.5% 6,745 $5.0M
Asset Advisory Group, Inc. 2.16% Add +8.0% 6,715 $4.9M
Old National Bancorp 0.10% Reduce -88.3% 6,697 $4.9M
Optimist Retirement Group LLC 1.90% No change 6,684 $4.9M
Plancorp, LLC 0.12% Add +2.6% 6,910 $4.9M
Prism Advisors, Inc. 1.19% Reduce -1.4% 6,678 $4.9M
Harmony Asset Management LLC 1.32% Reduce -1.1% 6,673 $4.9M
Investment Advisory Group, LLC 1.06% Add +4.1% 6,664 $4.9M
Capital Wealth Alliance, LLC 2.28% Reduce -2.2% 6,664 $4.9M
Kaydan Wealth Management, Inc. 1.49% New 6,657 $4.9M
Rakuten Securities, Inc. 1.14% Add +6.3% 6,656 $4.9M
Carolina Wealth Management Inc 2.25% — 6,648 $4.9M
111 Capital 0.84% New 6,643 $4.9M
Strait & Sound Wealth Management LLC 1.72% Reduce -9.6% 6,629 $4.9M
Beaton Management Co. Inc. 1.98% No change 6,615 $4.9M
Hardy Reed LLC 0.31% Add +0.1% 6,613 $4.9M
Regatta Capital Group, LLC 0.65% Add +24.2% 6,601 $4.9M
Roger Wittlin Investment Advisory, LLC 3.81% Reduce -8.3% 6,592 $4.9M
LOM Asset Management Ltd 1.25% Add +6.7% 6,587 $4.9M
Sharper & Granite LLC 1.50% Reduce -24.4% 6,569 $4.8M
Game Plan Financial Advisors, LLC 1.94% Reduce -2.7% 6,559 $4.8M
Centric Wealth Management 0.75% No change 7,161 $4.8M
Michels Family Financial, LLC 3.09% Add +2.7% 6,537 $4.8M
Dupree Financial Group, LLC 1.80% New 6,534 $4.8M
Private Wealth Group, LLC 1.86% Add +24.1% 6,530 $4.8M
Summit Global Investments 0.26% Add +78.8% 6,527 $4.8M
Interval Partners, LP 0.15% Add +55.2% 6,513 $4.8M
Abound Wealth Management 0.95% Add +1.7% 6,507 $4.8M
Drexel Morgan & Co. 0.67% No change 6,500 $4.8M
Brandywine Oak Private Wealth LLC 0.36% Reduce -1.2% 6,497 $4.8M
Elm3 Financial Group, LLC 3.28% Reduce -6.5% 6,497 $4.8M
Winter & Associates, Inc. 3.59% Add +9.3% 6,496 $4.8M
Bayview Asset Management, LLC 3.55% Reduce -9.8% 6,441 $4.7M
Cornerstone Wealth Group, LLC 0.28% Add +0.4% 6,438 $4.7M
Vines Capital Management, LLC 3.89% Add +4.8% 6,435 $4.7M
BankPlus Trust Department 1.11% Reduce -0.3% 6,428 $4.7M
BCS Wealth Management 0.85% Reduce -2.1% 6,419 $4.7M
Benedict Financial Advisors Inc. 0.92% Add +1.2% 6,415 $4.7M
Ironwood Financial, llc 0.74% Reduce -3.7% 6,608 $4.7M
Parkside Financial Bank & Trust 0.32% Reduce -4.3% 6,386 $4.7M
Greenhouse Wealth Management, LLC 3.30% Reduce -47.8% 6,416 $4.7M
Keewaydin Investments LLC 1.36% No change 6,379 $4.7M
King Luther Capital Management Corp. 0.02% Add +29.8% 6,373 $4.7M
SageView Advisory Group, LLC 0.15% Add +0.1% 6,373 $4.7M
River Wealth Advisors LLC 0.49% Reduce -0.3% 6,349 $4.7M
SoundView Advisors Inc. 1.52% Add +3.3% 6,340 $4.7M
Fortress Financial Group, LLC 2.33% Add +0.6% 6,340 $4.7M
Retirement Investment Advisors, Inc. 0.33% Reduce -3.6% 6,547 $4.7M
Clark Capital Management Group, Inc. 0.03% Add +0.7% 6,329 $4.7M
Advisor OS, LLC 0.31% Add +34.9% 6,311 $4.6M
Aviance Capital Partners, LLC 0.48% Add +0.1% 6,303 $4.6M
Cardinal Point Capital Management ULC 0.26% Add +3.3% 6,297 $4.6M
Salem Investment Counselors Inc. 0.12% Add +0.3% 6,297 $4.6M
Howard Capital Management Group, LLC 0.28% No change 6,300 $4.6M
Merkkuri Wealth Advisors LLC 2.87% Reduce -7.0% 6,291 $4.6M
Fiduciary Wealth Partners, LLC 2.54% Reduce -10.1% 6,277 $4.6M
Mitchell McLeod Pugh & Williams Inc. 0.57% Add +1.1% 6,269 $4.6M
Alterna Wealth Management, Inc. 2.65% Add +18.5% 6,268 $4.6M
Smartleaf Asset Management LLC 0.15% No change 6,372 $4.6M
N.E.W. Advisory Services LLC 0.31% Add +0.4% 6,249 $4.6M
Hayek Kallen Investment Management 1.40% Add +2.1% 6,247 $4.6M
Pursue Wealth Partners LLC 2.58% Add +7.4% 6,245 $4.6M
Innova Wealth Partners 1.90% Add +60.4% 6,244 $4.6M
PVG Asset Management Corp. 2.66% No change 6,234 $4.6M
Unique Wealth Strategies, LLC 1.67% Add +3.3% 6,223 $4.6M
Accredited Investors Inc. 0.20% Add +19.9% 6,213 $4.6M
Yarger Wealth Strategies, LLC 1.64% Add +16.4% 6,301 $4.6M
SlateStone Wealth, LLC 0.35% Reduce -0.3% 6,207 $4.6M
MOR Wealth Management, LLC 1.82% Add +3.1% 6,197 $4.6M
MassMutual Private Wealth & Trust, FSB 0.12% Add +198.1% 6,189 $4.6M
Castle Wealth Management LLC 1.35% Reduce -11.5% 6,188 $4.6M
CWA Asset Management Group, LLC 0.14% Reduce -8.6% 6,152 $4.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.37% No change 6,148 $4.5M
Baker Ellis Asset Management LLC 0.47% Reduce -0.1% 6,129 $4.5M
Forum Financial Management, LP 0.06% Reduce -2.7% 6,129 $4.5M
Keystone Financial Services, LLC 2.70% Reduce -1.8% 6,113 $4.5M
Zinnia Wealth Advisory, LLC 4.58% Reduce -46.0% 6,099 $4.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% No change 6,097 $4.5M
Fort Point Capital Partners LLC 0.48% Add +44.8% 6,090 $4.5M
Milestone Asset Management, LLC 0.71% Add +4.0% 6,095 $4.5M
Fairscale Capital, LLC 2.67% Add +15.7% 6,068 $4.5M
Weil Company, Inc. 0.79% Reduce -1.3% 6,068 $4.5M
Cora Capital Advisors LLC 1.25% Add +1.6% 6,061 $4.5M
Essex Bank 0.96% Reduce -4.5% 6,055 $4.5M
Simon Quick Advisors, LLC 0.18% Reduce -0.3% 6,006 $4.4M
Secure Asset Management, LLC 0.62% Reduce -18.6% 5,996 $4.4M
Naples Global Advisors, LLC 0.27% Add +4.1% 5,982 $4.4M
Bright Financial Advisors, Inc. 1.84% Reduce -0.1% 5,980 $4.4M
Cladis Investment Advisory, LLC 2.06% Add +3.8% 5,980 $4.4M
Kaizen Financial Strategies 1.74% Add +48.8% 6,065 $4.4M
Tanglewood Legacy Advisors, LLC 1.42% No change 5,955 $4.4M
McGuire Capital Advisors Inc. 2.39% Add +81.1% 5,950 $4.4M
Rose Capital Advisors LLC 2.34% — 5,929 $4.4M
Redwood Family Wealth LLC 3.86% Reduce -4.5% 5,925 $4.4M
Verdence Capital Advisors LLC 0.23% Reduce -5.2% 5,924 $4.4M
Purkiss Capital Advisors LLC 1.66% Add +8.8% 5,919 $4.4M
Silverlake Wealth Management LLC 0.83% Reduce -8.3% 5,910 $4.4M
Fishman Jay A Ltd. 0.35% No change 5,897 $4.3M
GatePass Capital, LLC 1.69% Add +34.6% 5,880 $4.3M
PlanVest Financial, Inc 2.89% Add +1.0% 5,879 $4.3M
Plan Group Financial, LLC 0.89% Add +67.6% 5,869 $4.3M
Horizon Investments, LLC 0.05% Reduce -47.9% 5,863 $4.3M
Silver Grove Financial Group, Inc. 2.33% Add +3.6% 5,857 $4.3M
Catalyst Capital Advisors LLC 0.07% Add +4.4% 5,853 $4.3M
Curran Financial Partners, LLC 0.64% Add +20.2% 5,852 $4.3M
Asset Dedication, LLC 0.27% Add +0.0% 5,839 $4.3M
DUTCH ASSET Corp 2.13% Add +0.1% 5,826 $4.3M
Nomura Asset Management Co. Ltd. 0.01% No change 5,815 $4.3M
Affinity Capital Advisors, LLC 0.53% Reduce -8.3% 5,916 $4.3M
Coquina Private Wealth LLC 2.90% Add +0.9% 5,807 $4.3M
LeClair Wealth Partners LLC 2.20% New 5,762 $4.2M
United Capital Management of KS, Inc. 0.56% Reduce -58.3% 5,760 $4.2M
Cascade Financial Partners, LLC 0.37% Reduce -3.1% 5,751 $4.2M
Three Seasons Wealth, LLC 0.38% Reduce -14.8% 5,739 $4.2M
Oakmont Advisory Group, LLC 3.54% Reduce -7.6% 5,730 $4.2M
Texas Capital Bank Wealth Management Services Inc 0.23% Add +6.9% 5,715 $4.2M
Keudell/Morrison Wealth Management 0.79% No change 5,706 $4.2M
Hilltop National Bank 0.90% Reduce -1.5% 5,699 $4.2M
Clear Wave Wealth Management LLC 0.93% Reduce -1.4% 5,684 $4.2M
Appalachian Capital Management Ltd 3.04% Reduce -0.1% 5,683 $4.2M
South Shore Capital Advisors 2.80% Reduce -7.0% 5,682 $4.2M
Smith Thornton Advisors LLC 1.84% Add +4.9% 5,863 $4.2M
FSA Advisors, Inc. 1.91% Add +364.8% 5,666 $4.2M
HF Advisory Group, LLC 1.29% Reduce -0.1% 5,657 $4.2M
Kingstone Capital Partners Texas, LLC 2.21% Reduce -0.7% 5,624 $4.1M
Curi Capital, LLC 0.06% Reduce -7.3% 5,615 $4.1M
Dopkins Wealth Management, LLC 1.50% Reduce -0.1% 5,616 $4.1M
Tranquilli Financial Advisor LLC 2.23% Add +5.6% 5,615 $4.1M
Pacific Sun Financial Corp 1.70% Reduce -9.1% 5,602 $4.1M
First Foundation Advisors 0.15% Reduce -1.2% 5,601 $4.1M
Q Global Advisors, LLC 2.83% New 5,600 $4.1M
Private Wealth Management Group, LLC 0.95% Add +870.9% 5,544 $4.1M
Nutshell Asset Management Ltd 1.36% Add +216.7% 5,542 $4.1M
Panoramic Investment Advisors, LLC 1.95% Reduce -1.0% 5,534 $4.1M
Raab & Moskowitz Asset Management LLC 0.82% Reduce -0.2% 5,520 $4.1M
Angeles Wealth Management, LLC 0.19% Add +157.9% 5,512 $4.1M
Alta Wealth Advisors LLC 1.10% Reduce -2.3% 5,501 $4.1M
Aspen Capital Management, LLC 0.89% Add +2.1% 5,490 $4.0M
Fiduciary Trust Co 0.04% Reduce -1.3% 5,484 $4.0M
Facet Wealth, Inc. 0.06% Add +2.2% 5,476 $4.0M
Ameriflex Group, Inc. 1.65% Add +6.3% 5,476 $4.0M
OneAscent Financial Services LLC 0.19% Add +1.9% 5,465 $4.0M
TritonPoint Partners, LLC 0.33% Add +174.9% 5,455 $4.0M
Asset Allocation & Management Company, LLC 1.31% Add +6.1% 5,441 $4.0M
Altfest L J & Co. Inc. 0.39% Reduce -5.0% 5,438 $4.0M
Mattern Capital Management, LLC 0.47% No change 5,431 $4.0M
Confluence Wealth Services, Inc. 0.11% Reduce -0.6% 5,411 $4.0M
Kane Investment Management, Inc. 1.69% Reduce -2.7% 5,390 $4.0M
GAMMA Investing LLC 0.15% Reduce -1.3% 5,368 $4.0M
71 West Capital Partners 0.14% No change 5,355 $3.9M
MSH Capital Advisors LLC 0.68% Add +23.6% 5,343 $3.9M
Private Wealth Asset Management, LLC 0.38% Reduce -1.6% 5,340 $3.9M
First Citizens Bank & Trust Co. 0.06% Reduce -9.4% 5,326 $3.9M
Castleark Management LLC 0.11% No change 5,320 $3.9M
Compass Financial Group, INC 0.45% Reduce -4.8% 5,305 $3.9M
Paller Financial Services Inc 2.92% Reduce -32.7% 5,298 $3.9M
Fischer Investment Strategies, LLC 1.86% Reduce -7.9% 5,296 $3.9M
Midwest Professional Planners, LTD. 0.76% Reduce -8.3% 5,295 $3.9M
BBR Partners, LLC 0.18% Reduce -0.9% 5,291 $3.9M
CWC Advisors, LLC. 1.72% Reduce -0.4% 5,274 $3.9M
Bienville Capital Management, LLC 0.56% Add +222.2% 5,252 $3.9M
Rinkey Investments 0.91% Add +8.2% 5,254 $3.9M
Wagner Wealth Management, LLC 0.72% Reduce -4.6% 5,251 $3.9M
FAS Wealth Partners, Inc. 0.20% Add +3.3% 5,251 $3.9M
Crusonia Wealth Advisors LLC 0.63% Add +9.7% 5,244 $3.9M
Barnes Wealth Management Group, Inc 1.78% Reduce -1.5% 5,235 $3.9M
Advisors Preferred, LLC 0.60% Add +75.0% 5,401 $3.8M
Carl P. Sherr & Co., LLC 1.61% Reduce -0.3% 5,223 $3.8M
Ascentis Independent Advisors 10.33% Reduce -75.4% 5,199 $3.8M
TCI Wealth Advisors, Inc. 0.17% Reduce -0.2% 5,207 $3.8M
Mirador Capital Partners LP 0.47% Add +2.7% 5,205 $3.8M
PYA Waltman Capital, LLC 0.91% Add +147.8% 5,203 $3.8M
Helium Advisors LLC 3.20% Add +3.1% 5,201 $3.8M
Kesler, Norman & Wride, LLC 0.61% Reduce -3.1% 5,192 $3.8M
Red Crane Wealth Management, LLC 2.81% Reduce -2.6% 5,189 $3.8M
Elevated Capital Advisors, LLC 1.05% Add +17.8% 5,181 $3.8M
TTP Investments, Inc. 1.55% New 5,175 $3.8M
One Wealth Management Investment & Advisory Services, LLC 3.99% Reduce -35.7% 5,165 $3.8M
Toth Financial Advisory Corp. 0.37% Reduce -1.7% 5,159 $3.8M
Smith Salley Wealth Management 0.16% Reduce -4.2% 5,152 $3.8M
Hansen & Associates Financial Group, Inc. 2.17% Add +393.3% 5,249 $3.8M
Badgley Phelps Wealth Managers, LLC 0.07% Reduce -3.4% 5,137 $3.8M
Reality Financial Planning Services, LLC 3.65% Reduce -6.8% 5,137 $3.8M
Patron Partners, LLC 1.45% Add +0.3% 5,128 $3.8M
Keebeck Wealth Management 0.37% Reduce -0.0% 5,125 $3.8M
Portside Wealth Group, LLC 0.44% Add +98.6% 5,121 $3.8M
FC Advisory LLC 1.00% No change 5,107 $3.8M
Columbia River Financial Group, LLC 2.01% Reduce -2.0% 5,093 $3.8M
Adamsbrown Wealth Consultants LLC 0.71% Reduce -14.2% 5,092 $3.7M
Compass Financial Services Inc 1.40% Reduce -0.2% 5,074 $3.7M
Intrepid Capital Management Inc. 1.57% Add +6.1% 5,065 $3.7M
Stablepoint Partners, LLC 0.51% Add +3.4% 5,052 $3.7M
Bulltick Wealth Management, LLC 0.76% Reduce -5.0% 5,041 $3.7M
Sage Investment Advisers LLC 2.50% Reduce -10.8% 5,046 $3.7M
Denver Wealth Management, Inc. 1.06% Reduce -0.0% 5,035 $3.7M
SP Asset Management LLC 0.30% No change 5,034 $3.7M
Valor Advisors LLC 2.73% Add +6.7% 5,033 $3.7M
EJMK Ventures LLC 1.68% Reduce -12.5% 5,030 $3.7M
One Day In July LLC 0.26% Add +0.2% 5,028 $3.7M
Value Investment Professionals, LLC 3.10% Reduce -1.0% 5,011 $3.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2.56% Reduce -57.0% 5,001 $3.7M
Veridan Wealth LLC 1.28% Reduce -6.4% 5,005 $3.7M
Bernard Wealth Management Corp. 1.36% Reduce -1.1% 5,005 $3.7M
Bayesian Capital Management, LP 2.36% New 5,000 $3.7M
Waters Parkerson & Co., LLC 0.18% Reduce -1.0% 4,988 $3.7M
IMA Advisory Services, Inc. 0.23% Add +196.8% 4,986 $3.7M
Kirkwood Financial Services 1.05% Reduce -93.5% 5,030 $3.7M
ORBA Wealth Advisors, L.L.C. 3.14% Reduce -13.2% 4,983 $3.7M
First Community Trust NA 1.65% No change 4,971 $3.7M
Fortitude Family Office, LLC 0.71% Reduce -0.2% 4,969 $3.7M
Kraft, Davis & Associates, LLC 0.76% Add +1.9% 5,160 $3.7M
Intrua Financial, LLC 0.34% Add +0.1% 4,909 $3.6M
Westwood Wealth Management 1.05% Reduce -1.6% 4,907 $3.6M
Van Hulzen Asset Management, LLC 0.26% Reduce -3.3% 4,907 $3.6M
Pearl Planning LLC 1.66% Reduce -1.8% 4,898 $3.6M
Mosaic Family Wealth Partners, LLC 0.24% Add +19.8% 4,898 $3.6M
Marathon Trading Investment Management LLC 0.41% Add +466.8% 4,886 $3.6M
Ssa Swiss Advisors AG 1.35% Add +271.9% 4,883 $3.6M
Financial Management Network Inc. 0.52% Reduce -1.8% 5,161 $3.6M
Sequent Planning LLC 0.77% Add +0.5% 4,872 $3.6M
IMG Wealth Management, Inc. 1.99% Reduce -4.7% 4,863 $3.6M
CVFG LLC 0.38% Reduce -2.0% 4,858 $3.6M
Mainsail Financial Group, LLC 1.21% Add +7.5% 4,856 $3.6M
Becker Capital Management Inc. 0.10% Reduce -34.4% 4,847 $3.6M
Patriot Financial Group Insurance Agency, LLC 0.37% Reduce -42.7% 4,853 $3.6M
Wbi Investments, LLC 0.88% Reduce -3.3% 4,842 $3.6M
Northwest Financial Advisors 0.47% Reduce -6.8% 4,842 $3.6M
Plante Moran Financial Advisors, LLC 0.17% Add +10.8% 4,837 $3.6M
Uhlmann Price Securities, LLC 0.13% Add +24.7% 4,817 $3.5M
Agf Management Ltd. 0.01% Reduce -71.2% 4,799 $3.5M
Prospera Capital Management, LLC 1.10% No change 4,884 $3.5M
Performance Wealth Partners, LLC 0.09% Reduce -2.8% 4,785 $3.5M
Dorato Capital Management 2.39% Reduce -0.5% 4,854 $3.5M
Alexis Investment Partners, LLC 2.06% Reduce -56.4% 4,861 $3.5M
Samalin Investment Counsel, LLC 1.13% Add +3.1% 4,760 $3.5M
1ST Source Bank 0.16% Reduce -2.5% 4,755 $3.5M
DWM Financial Group, Inc. 3.12% — 5,694 $3.5M
Moss Adams Wealth Advisors LLC 0.22% Add +0.7% 4,743 $3.5M
Glassman Wealth Services 0.42% New 4,746 $3.5M
RHL Group, LLC 2.90% Add +118525.0% 4,745 $3.5M
NWK Group, Inc. 1.07% Add +6.3% 4,729 $3.5M
Flavin Financial Services, Inc. 1.98% Add +9.2% 4,726 $3.5M
Ballast Rock Private Wealth LLC 1.60% No change 4,712 $3.5M
Kelleher Financial Advisors 0.50% Reduce -14.4% 4,716 $3.5M
Cahill Financial Advisors Inc. 0.33% Add +0.5% 4,714 $3.5M
Farrow Financial, Inc. 1.85% Add +0.8% 4,713 $3.5M
Strategic Financial Concepts, LLC 1.03% Reduce -48.0% 4,605 $3.5M
Madison Park Capital Advisors, LLC 2.47% Add +1015.3% 55,764 $3.5M
STAR Financial Bank 1.41% No change 4,704 $3.5M
Carroll Advisory Group, LLC 1.14% Reduce -1.9% 4,697 $3.5M
Foguth Wealth Management, LLC. 0.39% Add +0.6% 4,965 $3.5M
MUFG Securities EMEA plc 0.04% Add +76.9% 4,692 $3.5M
Symphony Financial Services, Inc. 1.55% Reduce -2.2% 4,690 $3.5M
Noble Wealth Management PBC 1.57% Reduce -7.6% 4,684 $3.4M
Perennial Advisors, LLC 0.54% Add +0.9% 4,673 $3.4M
GGM Financial LLC 1.30% Reduce -6.6% 4,667 $3.4M
Pinnacle Bancorp, Inc. 0.89% Add +0.5% 4,648 $3.4M
Bleichroeder LP 0.61% No change 4,640 $3.4M
Advisor Resource Council 1.14% Add +218.9% 4,720 $3.4M
Physician Wealth Advisors, Inc. 0.41% Reduce -2.3% 4,631 $3.4M
Elevation Wealth Partners, LLC 1.02% Add +28.4% 4,621 $3.4M
Bellars Harris Wealth Management, LLC 0.69% — 4,616 $3.4M
True Freedom Investing, LLC 0.27% Reduce -5.8% 5,871 $3.4M
Westfuller Advisors, LLC 1.23% Reduce -4.7% 4,590 $3.4M
Evolve Private Wealth, LLC 0.21% Reduce -34.3% 4,583 $3.4M
Hourglass Capital, LLC 0.66% Add +1.7% 4,586 $3.4M
Argo Wealth Advisory, LLC 1.86% Add +58.9% 4,574 $3.4M
First Commonwealth Financial Corp 0.47% Add +0.2% 4,568 $3.4M
Higgins & Schmidt Wealth Strategies LLC 1.38% Reduce -0.3% 4,557 $3.4M
First American Trust, FSB 0.20% Add +25.1% 4,552 $3.4M
Kentucky Trust Co 1.61% Add +0.5% 4,541 $3.3M
Pinkerton Wealth, LLC 0.29% Reduce -88.1% 5,781 $3.3M
Oxbow Advisors, LLC 0.28% Add +0.3% 4,530 $3.3M
Wellington Shields & Co., LLC 0.75% Add +4.6% 4,529 $3.3M
Gilliland Jeter Wealth Management LLC 0.87% Add +4.7% 4,528 $3.3M
Tower Wealth Partners, Inc. 1.65% Add +8.3% 4,528 $3.3M
Investmark Advisory Group LLC 1.27% Reduce -10.1% 4,525 $3.3M
Nalls Sherbakoff Group, LLC 2.37% Add +4.9% 4,523 $3.3M
Tidemark, LLC 0.75% Reduce -13.7% 4,516 $3.3M
Alpha Capital Advisors Inc. 2.87% Reduce -1.6% 4,511 $3.3M
Kera Capital Partners, Inc. 0.32% Add +167.3% 4,510 $3.3M
Semus Wealth Partners LLC 1.60% Add +8.3% 4,507 $3.3M
Tandem Investment Partners LLC 2.55% Reduce -12.2% 4,500 $3.3M
Massachusetts Wealth Management 1.26% Reduce -0.2% 4,492 $3.3M
Benchmark Financial Wealth Advisors, LLC 0.81% Reduce -5.9% 4,475 $3.3M
Dorsey & Whitney Trust CO LLC 0.16% Add +44.8% 4,450 $3.3M
Lauterbach Financial Advisors, LLC 1.41% Add +0.1% 4,441 $3.3M
Welch Group, LLC 0.11% Add +0.1% 4,432 $3.3M
Brookwood Investment Group LLC 0.38% Add +2.3% 4,427 $3.3M
Intentional Wealth Strategies, LLC 3.05% Reduce -2.7% 4,420 $3.3M
First Citizens Financial Corp 1.36% No change 4,416 $3.3M
LFA - Lugano Financial Advisors SA 1.96% Add +2.6% 4,415 $3.3M
Fort Washington Investment Advisors Inc. 0.02% Reduce -4.1% 4,411 $3.2M
Waldron Private Wealth LLC 0.11% Add +14.8% 4,410 $3.2M
Dagco, Inc. 0.60% Add +7.0% 4,402 $3.2M
United Advisor Group, LLC 0.34% Add +7.2% 4,398 $3.2M
Vanguard Advisers Inc. 0.01% Add +6.9% 4,395 $3.2M
Midwestern Financial, LLC 2.26% No change 4,390 $3.2M
Aspirean Wealth, LLC 3.00% Add +1.7% 4,385 $3.2M
RCW Management, LLC 2.90% Add +0.2% 4,389 $3.2M
BLVD Private Wealth, LLC 2.40% Reduce -4.3% 4,382 $3.2M
SVB Wealth LLC 0.20% Reduce -42.9% 4,376 $3.2M
Stonebridge Financial Group, LLC 0.24% Reduce -1.4% 4,374 $3.2M
Hummer Financial Advisory Services Inc 2.12% No change 4,366 $3.2M
North Capital, Inc. 2.43% Reduce -5.5% 4,368 $3.2M
Opulen Financial Group LLC 2.02% Add +0.4% 4,361 $3.2M
Huntington National Bank 0.02% Add +13.7% 4,356 $3.2M
J. L. Bainbridge & Co., Inc. 0.26% Add +0.4% 4,354 $3.2M
WT Wealth Management 0.89% Add +33.6% 4,341 $3.2M
Balentine LLC 0.11% Reduce -1.9% 4,330 $3.2M
Tranquility Partners, LLC 1.10% Add +2.2% 4,329 $3.2M
New England Asset Management Inc. 0.38% No change 4,327 $3.2M
Infinity Wealth Counsel, LLC 2.57% Add +3.5% 4,325 $3.2M
Dash Acquisitions Inc. 0.64% Reduce -0.2% 4,397 $3.2M
Summit Asset Management, LLC 0.41% Reduce -14.4% 4,302 $3.2M
FWL Investment Management, LLC 0.58% Reduce -1.1% 4,292 $3.2M
Chapin Davis, Inc. 0.55% Reduce -9.8% 4,274 $3.1M
UMB Bank, n.a. 0.04% Add +2.1% 4,270 $3.1M
Eaton Financial Holdings Company, LLC 0.86% Add +15.9% 4,269 $3.1M
Xcel Wealth Management, LLC 0.77% Add +3.7% 4,261 $3.1M
Private Capital Advisors, Inc. 0.27% Reduce -27.1% 4,259 $3.1M
Revolve Wealth Partners, LLC 0.33% Reduce -8.3% 4,254 $3.1M
Jones Kertz & Associates, Inc. 1.44% Reduce -3.5% 4,254 $3.1M
Wellspring Financial Advisors, LLC 0.21% No change 1,436,888 $3.1M
Range Advisory, LLC 0.37% Add +13.8% 4,243 $3.1M
Sierra Summit Advisors LLC 0.35% Add +1.8% 4,242 $3.1M
Yelin Lapidot Holdings Management Ltd. 0.59% No change 4,238 $3.1M
AA Financial Advisors, LLC 0.38% Add +15.6% 4,237 $3.1M
W1M Asset Management Ltd 0.03% Add +15.7% 4,240 $3.1M
Optivise Advisory Services LLC 1.58% Add +4.8% 4,223 $3.1M
Langley Wealth Management, LLC 3.03% — 4,221 $3.1M
Parsons Capital Management Inc. 0.14% Add +14.9% 4,217 $3.1M
Independent Solutions Wealth Management, LLC 0.40% Reduce -0.5% 4,198 $3.1M
Christensen, King & Associates Investment Services, Inc. 1.23% No change 4,195 $3.1M
WealthPlan Investment Management, LLC 0.15% Add +4.5% 4,194 $3.1M
McClarren Financial Advisors, Inc. 1.60% Reduce -4.4% 4,191 $3.1M
T. Rowe Price Associates Inc. 0.00% Reduce -96.8% 4,172 $3.1M
Investors Asset Management of Georgia Inc. /Ga/ 1.07% Add +1.5% 4,172 $3.1M
Pinnacle Wealth Planning Services, Inc. 0.29% No change 4,166 $3.1M
Investment Partners Asset Management, Inc. 1.71% Reduce -0.9% 4,163 $3.1M
CX Institutional 0.09% Add +46.7% 4,156 $3.1M
Lazard Asset Management LLC 0.00% Reduce -67.4% 4,150 $3.1M
F/m Investments LLC 0.16% Add +10.2% 4,146 $3.1M
Tritonpoint Wealth, LLC 0.30% Add +2.4% 4,141 $3.0M
Saxon Interests, Inc. 0.84% Reduce -4.0% 4,140 $3.0M
Atlas Brown,Inc. 0.82% Add +1.2% 4,139 $3.0M
Sawgrass Asset Management LLC 0.40% No change 4,123 $3.0M
Awm Capital, LLC 0.24% Reduce -1.2% 4,117 $3.0M
Sageworth Trust Co 0.12% Add +14.6% 4,111 $3.0M
Weatherly Asset Management L. P. 0.22% Reduce -0.7% 4,105 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.8% 4,103 $3.0M
Capital Planning LLC 0.88% Add +14.8% 4,094 $3.0M
Kestra Investment Management, LLC 0.06% Reduce -12.3% 4,081 $3.0M
ZEGA Investments, LLC 0.50% Reduce -0.6% 4,079 $3.0M
Narus Financial Partners, LLC 0.77% Reduce -0.7% 4,076 $3.0M
Dock Street Asset Management Inc. 0.28% Reduce -1.3% 4,073 $3.0M
Pathway Financial Advisors LLC 0.35% Reduce -0.5% 4,207 $3.0M
BSW Wealth Partners 0.33% Add +19.0% 4,063 $3.0M
Cannell & Spears LLC 0.05% Add +4.0% 4,060 $3.0M
Selective Wealth Management, Inc. 0.78% Add +1.8% 4,287 $3.0M
Mindset Wealth Management, LLC 0.57% Reduce -0.1% 4,045 $3.0M
United Asset Strategies, Inc. 0.21% Reduce -0.4% 4,041 $3.0M
Heritage Investors Management Corp. 0.08% Reduce -0.7% 4,027 $3.0M
Rainier Family Wealth Inc. 1.69% Reduce -14.0% 4,026 $3.0M
Vima LLC 2.95% — 3,119 $3.0M
Endeavor Private Wealth, Inc. 0.72% Reduce -8.9% 4,008 $3.0M
Resonant Capital Advisors, LLC 0.14% No change 4,000 $2.9M
McDonald Partners LLC 0.71% Reduce -1.5% 3,991 $2.9M
Lewis Asset Management, LLC 1.03% Add +4.3% 3,990 $2.9M
Summit Wealth Group LLC / Co. 0.24% Reduce -6.1% 3,974 $2.9M
Carter Financial Group, INC. 1.51% Reduce -0.4% 3,960 $2.9M
Platform Technology Partners 0.48% Add +0.8% 3,961 $2.9M
Bank of Marin 2.04% Reduce -18.5% 3,958 $2.9M
Valtinson Bruner Financial Planning LLC 0.73% Add +1.0% 3,952 $2.9M
NCP Inc. 4.05% Add +75.6% 3,950 $2.9M
Net Worth Advisory Group 0.73% Reduce -1.6% 3,942 $2.9M
Geneva Partners, LLC 0.77% Reduce -3.4% 3,941 $2.9M
Viewpoint Capital Management LLC 1.48% Reduce -1.8% 3,935 $2.9M
Bramshill Investments, LLC 0.22% Reduce -1.5% 3,935 $2.9M
Gryphon Financial Partners LLC 0.26% Add +1.7% 3,910 $2.9M
River Street Advisors LLC 0.85% Reduce -1.0% 3,905 $2.9M
Schear Investment Advisers, LLC 0.96% Add +468.3% 3,904 $2.9M
Colton Groome Financial Advisors, LLC 0.69% Add +2.9% 3,895 $2.9M
Hibernia Wealth Partners, LLC 1.55% Reduce -48.0% 3,886 $2.9M
Patrick M Sweeney & Associates, Inc. 1.64% Reduce -0.3% 3,885 $2.9M
NBZ Investment Advisors LLC 1.12% Add +0.0% 3,879 $2.9M
Beacon Bridge Wealth Partners, LLC 0.81% Reduce -0.5% 3,878 $2.9M
Cypress Asset Management Inc. 0.55% No change 3,864 $2.8M
Constant Guidance Financial LLC 1.79% Reduce -79.0% 3,863 $2.8M
Venturi Wealth Management, LLC 0.11% Reduce -18.3% 3,858 $2.8M
Lionshead Wealth Management, LLC 1.84% Reduce -0.0% 3,856 $2.8M
Aries Wealth Management 0.56% Add +8.8% 3,838 $2.8M
Websterrogers Financial Advisors, LLC 0.72% Reduce -0.6% 3,835 $2.8M
Union Savings Bank 1.13% Reduce -1.6% 3,835 $2.8M
Fourth Dimension Wealth, LLC 0.89% Reduce -60.6% 3,835 $2.8M
Pictet North America Advisors SA 0.25% No change 3,846 $2.8M
XY Planning Network, Inc. 0.35% Add +3.3% 3,830 $2.8M
Outfitters Financial LLC 1.98% Add +1.8% 3,827 $2.8M
Hegarty Advisors, LLC 1.94% Reduce -0.1% 3,827 $2.8M
American Money Management, LLC 0.40% Reduce -0.2% 3,822 $2.8M
Friday Financial 0.75% Add +300.6% 3,966 $2.8M
Broadleaf Partners, LLC 0.54% Add +2.9% 3,815 $2.8M
Rydar Equities, Inc. 1.58% Add +9.4% 3,974 $2.8M
Ping Capital Management, Inc. 0.91% Reduce -2.6% 3,800 $2.8M
X-Square Capital, LLC 0.71% Add +6.8% 3,795 $2.8M
Patten & Patten Inc. 0.15% Reduce -6.3% 3,784 $2.8M
Mann Financial Group, Inc. 2.33% Add +24.1% 3,783 $2.8M
Wealth Management Associates, Inc. 0.77% Add +2.1% 3,781 $2.8M
Westbourne Investment Advisors, Inc. 0.77% No change 3,777 $2.8M
Peoples Bank 2.70% Reduce -11.5% 3,771 $2.8M
CPC Advisors, LLC 0.37% Reduce -0.3% 3,770 $2.8M
Colter Lewis Investment Partners LLC 1.23% Add +147.5% 3,760 $2.8M
Duncan Williams Asset Management, LLC 0.62% Add +12.9% 3,755 $2.8M
Sei Investments Co. 0.00% Add +84.0% 3,747 $2.8M
Almanack Investment Partners, LLC. 0.35% Add +531.0% 3,742 $2.8M
Empirical Asset Management, LLC 0.62% Add +33.9% 3,740 $2.8M
PCG Wealth Advisors, LLC 0.61% Add +0.8% 3,731 $2.7M
Berbice Capital Management LLC 1.42% No change 3,730 $2.7M
Veery Capital, LLC 0.74% No change 3,726 $2.7M
Front Row Advisors LLC 0.79% Add +0.1% 3,817 $2.7M
Security National Bank 0.33% Reduce -15.3% 3,714 $2.7M
Scarborough Advisors, LLC 0.31% Add +6.9% 3,780 $2.7M
PMV Capital Advisers, LLC 4.09% Reduce -8.3% 3,701 $2.7M
Maripau Wealth Management LLC 0.97% Add +58.8% 3,694 $2.7M
Beaumont Financial Advisors, LLC 0.17% Add +16.3% 3,693 $2.7M
Perryman Financial Advisory Inc. 0.36% Add +1.1% 3,693 $2.7M
Westhampton Capital, LLC 1.13% Add +1.1% 3,689 $2.7M
Novem Group 0.28% Add +102.1% 3,689 $2.7M
American National Bank & Trust 0.23% Reduce -1.6% 3,684 $2.7M
ProVise Management Group, LLC 0.18% Reduce -4.0% 3,675 $2.7M
Aldebaran Financial Inc. 2.20% Reduce -2.4% 3,674 $2.7M
Fortitude Financial, LLC 2.43% Reduce -6.1% 3,670 $2.7M
Total Clarity Wealth Management, Inc. 0.52% Reduce -12.5% 3,666 $2.7M
Optiver Holding B.V. 0.04% New 3,662 $2.7M
Colorado Capital Management, Inc. 0.92% Reduce -0.1% 3,661 $2.7M
Diversified Portfolios, Inc. 0.20% Add +12.2% 3,655 $2.7M
Insight Wealth Strategies, LLC 0.26% Reduce -11.4% 3,707 $2.7M
Cordgrass Capital Advisors, LLC 1.00% Reduce -70.2% 3,650 $2.7M
Northern Financial Advisors Inc 1.78% Reduce -2.9% 3,648 $2.7M
Aspect Partners, LLC 1.00% Reduce -0.6% 3,634 $2.7M
Meridian Wealth Advisors, LLC 0.30% Reduce -6.7% 3,627 $2.7M
Clear Trail Advisors, LLC 0.41% Reduce -6.1% 3,622 $2.7M
Stembrook Asset Management, LLC 2.30% Reduce -7.9% 3,619 $2.7M
Mosaic Financial Group, LLC 1.70% Add +2.8% 3,615 $2.7M
Professional Financial Advisors, LLC 0.46% Add +4.7% 3,614 $2.7M
International Private Wealth Advisors LLC 1.37% Reduce -0.1% 3,610 $2.7M
F&V Capital Management, LLC 0.49% Add +0.3% 3,600 $2.7M
German American Bancorp, Inc. 0.20% Add +0.6% 3,594 $2.6M
Affiance Financial, LLC 0.38% Add +0.7% 3,583 $2.6M
Allen Mooney & Barnes Investment Advisors LLC 0.40% Add +0.5% 3,581 $2.6M
Howard Wealth Management, LLC 0.97% Reduce -0.8% 3,574 $2.6M
Arcadia Wealth Management, Inc. 1.26% Reduce -1.7% 3,575 $2.6M
Legacy Edge Advisors, LLC 0.24% Add +17.4% 3,567 $2.6M
Silvia McColl Wealth Management, LLC 1.58% No change 3,565 $2.6M
Invesco Ltd. 0.00% Reduce -6.5% 3,564 $2.6M
Bradley & Co. Private Wealth Management, LLC 1.25% No change 3,563 $2.6M
Stonebridge Financial Group, LLC / MO 1.74% Add +1.8% 3,561 $2.6M
Vigilare Wealth Management 0.80% Add +4.1% 3,555 $2.6M
Taylor Securities Services, Inc. 1.06% Add +36.9% 3,550 $2.6M
Bulwark Capital Corp 1.47% Add +1.7% 3,542 $2.6M
First Growth Capital LLC 1.97% Reduce -21.2% 3,519 $2.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +6.3% 3,512 $2.6M
Lyell Wealth Management, LP 0.16% Reduce -0.7% 3,508 $2.6M
3 Factor Indexing, LLC 2.19% No change 3,508 $2.6M
RPG Investment Advisory, LLC 0.27% Add +2.5% 3,507 $2.6M
Advanced Asset Management Advisors Inc 0.68% Reduce -5.7% 3,503 $2.6M
Weaver Consulting Group 0.53% Add +0.5% 3,483 $2.6M
Oakworth Capital, Inc. 0.12% Add +10.4% 3,488 $2.6M
Davis R M Inc. 0.04% Add +0.8% 3,474 $2.6M
Sfm, LLC 1.31% Reduce -1.0% 3,475 $2.6M
Linscomb Wealth, Inc. 0.11% Reduce -23.2% 3,472 $2.6M
Donaldson Capital Management, LLC 0.07% Add +127.2% 3,471 $2.6M
Laird Norton Wetherby Trust Company, LLC 0.05% Add +0.2% 3,464 $2.6M
Caitlin John, LLC 1.40% Add +500.5% 3,459 $2.5M
Peregrine Asset Advisers, Inc. 0.55% Reduce -8.5% 3,458 $2.5M
Saiph Capital, LLC 0.76% Add +2.2% 3,456 $2.5M
Financial Perspectives, Inc 0.62% Reduce -0.1% 3,448 $2.5M
Eclectic Associates Inc. 0.29% Reduce -15.1% 3,446 $2.5M
Topsail Wealth Management, LLC 0.32% Add +0.5% 3,443 $2.5M
Okabena Investment Services Inc. 0.45% No change 3,431 $2.5M
Stiles Financial Services Inc 0.63% Add +35.8% 3,430 $2.5M
Chemistry Wealth Management LLC 0.41% Add +11.7% 3,428 $2.5M
Investment Partners, LTD. 0.79% Add +1.6% 3,421 $2.5M
Well Done, LLC 0.34% Reduce -3.1% 3,421 $2.5M
CFS Investment Advisory Services, LLC 0.17% No change 3,535 $2.5M
GHP Investment Advisors, Inc. 0.09% Add +0.9% 3,415 $2.5M
Financial Futures Ltd Liability Co. 0.96% Reduce -0.7% 3,414 $2.5M
Jasper Ridge Partners, L.P. 0.05% Reduce -62.6% 3,408 $2.5M
HRC Wealth Management, LLC 1.02% Add +13.9% 3,395 $2.5M
Oder Investment Management, LLC 1.68% Reduce -1.2% 3,394 $2.5M
Capstone Financial Advisors, Inc. 0.12% Add +1.0% 3,389 $2.5M
Stelac Advisory Services LLC 0.47% No change 3,388 $2.5M
Northeast Investment Management 0.09% Add +2.4% 3,385 $2.5M
Fortitude Advisory Group L.L.C. 0.95% Reduce -1.5% 3,382 $2.5M
Paragon Private Wealth Management, LLC 0.65% Add +133.7% 3,374 $2.5M
Concord Wealth Partners 0.28% Add +0.5% 3,374 $2.5M
Cypress Financial Planning LLC 0.61% New 3,373 $2.5M
Wick Capital Partners, LLC 0.37% Add +4.6% 3,368 $2.5M
Cape Investment Advisory, Inc. 0.66% Add +5.0% 3,367 $2.5M
Register Financial Advisors LLC 0.76% Add +7.7% 3,364 $2.5M
Cambridge Financial Group, LLC 0.78% No change 3,358 $2.5M
Ironwood Investment Counsel, LLC 0.32% Reduce -3.4% 3,346 $2.5M
Meridian Investment Counsel Inc. 0.53% Reduce -2.9% 3,346 $2.5M
Magnolia Capital Advisors LLC 0.42% Add +15.4% 3,331 $2.5M
Strategies Wealth Advisors, LLC 0.22% Add +0.7% 3,319 $2.4M
Davis Investment Partners, LLC 0.74% Reduce -13.4% 3,318 $2.4M
HORAN Wealth, LLC 0.30% Add +35.4% 3,312 $2.4M
Ridgewood Investments LLC 0.91% Reduce -0.3% 3,305 $2.4M
RB Capital Management, LLC 0.49% Add +17.0% 3,291 $2.4M
Nova Wealth Management, Inc. 1.34% Reduce -1.4% 3,288 $2.4M
Elite Financial, Inc. 0.98% Add +9.8% 3,285 $2.4M
Conscious Wealth Investments, LLC 1.24% Add +1.3% 3,406 $2.4M
Ascent Advisors, LLC 2.78% Add +169.5% 3,328 $2.4M
Markin Asset Management, LP 2.06% Reduce -3.5% 3,276 $2.4M
Global Financial Private Client, LLC 0.65% Reduce -0.7% 3,268 $2.4M
Meeder Advisory Services, Inc. 0.09% Reduce -12.7% 3,263 $2.4M
Sierra Capital LLC 0.23% No change 3,259 $2.4M
Dearborn Partners LLC 0.14% Add +1.4% 3,258 $2.4M
Ascension Capital Advisors, Inc. 0.67% Add +5.2% 3,256 $2.4M
Cambria Investment Management, L.P. 0.12% Add +15.2% 3,251 $2.4M
Sagace Wealth Management LLC 1.51% Reduce -1.4% 3,249 $2.4M
Alteri Wealth LLC 0.66% Reduce -1.3% 3,244 $2.4M
BOK Financial Private Wealth, Inc. 0.12% Reduce -17.3% 3,229 $2.4M
Morton Brown Family Wealth, LLC 0.54% Reduce -2.6% 3,229 $2.4M
Acropolis Investment Management, LLC 0.09% Reduce -25.2% 3,223 $2.4M
Lazari Capital Management, Inc. 0.74% Add +0.8% 3,217 $2.4M
Jackson, Grant Investment Advisers, Inc. 0.73% No change 3,204 $2.4M
Grantvest Financial Group LLC 1.37% Add +4.0% 3,203 $2.4M
MFA Wealth Services 1.41% Add +2.1% 3,201 $2.4M
RPS Advisory Solutions LLC 1.55% Add +67.0% 3,189 $2.3M
HHM Wealth Advisors, LLC 0.24% Reduce -0.0% 3,178 $2.3M
Williams & Novak, LLC 1.56% Add +17.3% 3,176 $2.3M
KFA Private Wealth Group, LLC 0.56% Add +107.5% 3,169 $2.3M
Regent Peak Wealth Advisors LLC 0.43% Reduce -2.9% 3,166 $2.3M
First Financial Group Corp 1.68% Add +1.7% 3,163 $2.3M
Chicago Capital, LLC 0.06% Add +19.6% 3,156 $2.3M
DiPaolo Financial Group, Inc. 1.52% Add +0.6% 3,155 $2.3M
Breakwater Capital Group 0.28% Reduce -31.8% 3,145 $2.3M
Coastwise Capital Group, LLC 1.35% Reduce -9.9% 3,145 $2.3M
Tocqueville Asset Management L.P. 0.03% Add +4.7% 3,142 $2.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.84% Add +6.0% 3,132 $2.3M
McAdam, LLC 0.09% Reduce -22.2% 3,131 $2.3M
Delta Accumulation, LLC 6.47% New 3,130 $2.3M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $2.3M
Wolff Financial Management LLC 0.46% No change 3,126 $2.3M
Bravias Capital Group, LLC 1.36% Add +0.6% 3,122 $2.3M
Synergy Investment Management, LLC 0.56% Add +1.2% 3,122 $2.3M
Mezzasalma Advisors, LLC 0.46% Reduce -3.7% 3,121 $2.3M
Wellington-Altus USA Inc. 1.63% Reduce -17.0% 3,973 $2.3M
Mathes Company, Inc. 0.71% Reduce -0.8% 3,110 $2.3M
Financial Advisors Network, Inc. 0.28% Add +3.6% 3,101 $2.3M
Guyasuta Investment Advisors Inc. 0.12% Reduce -4.2% 3,101 $2.3M
Indiana Trust & Investment Management Co 0.62% No change 3,100 $2.3M
Waddell & Associates, LLC 0.11% Add +6.0% 3,089 $2.3M
Rhodes Investment Advisors Inc. 1.67% Add +36.8% 3,085 $2.3M
Ingalls & Snyder LLC 0.06% Reduce -7.4% 3,083 $2.3M
Liberty One Investment Management, LLC 0.23% Add +6.1% 3,075 $2.3M
Howland Capital Management LLC 0.08% Add +21.0% 3,058 $2.3M
J. Derek Lewis & Associates Inc. 0.42% Add +31.8% 3,054 $2.2M
waypoint wealth counsel 1.41% Add +16.8% 3,046 $2.2M
Nilsine Partners, LLC 0.16% Add +2.9% 3,042 $2.2M
Vernal Point Advisors, LLC 0.76% No change 3,035 $2.2M
Dymon Asia Capital (singapore) Pte. LTD. 0.36% New 3,037 $2.2M
KG Capital Management 1.33% Add +2.7% 3,035 $2.2M
Klingman & Associates, LLC 0.10% Add +3.0% 3,030 $2.2M
Keystone Global Partners, LLC 0.85% No change 3,027 $2.2M
Ceera Investments, LLC 0.94% Add +11.1% 3,026 $2.2M
HM Payson & Co. 0.03% Reduce -4.3% 3,024 $2.2M
Alerus Financial NA 0.10% No change 3,020 $2.2M
GoalVest Advisory LLC 0.41% Add +0.5% 3,016 $2.2M
NCM Capital Management, LLC 0.68% Add +13.9% 3,015 $2.2M
Rockwood Wealth Management, LLC 0.14% Reduce -0.3% 3,010 $2.2M
Northstar Advisory Group, LLC 0.69% Add +1.4% 3,008 $2.2M
Clal Insurance Enterprises Holdings Ltd 0.01% New 3,000 $2.2M
Redwood Financial Network Corp 1.22% Reduce -4.4% 2,991 $2.2M
Crumly & Associates Inc. 0.42% Add +0.3% 2,990 $2.2M
John A. Wolfe & Associates, Inc. 3.02% Add +4.9% 2,973 $2.2M
MKT Advisors LLC 0.68% Reduce -6.2% 3,082 $2.2M
Central Valley Advisors, LLC 0.56% Reduce -3.0% 2,968 $2.2M
Quest 10 Wealth Builders, Inc. 1.69% Reduce -0.3% 2,963 $2.2M
Quadrature Capital Ltd 0.02% New 2,952 $2.2M
Dana Investment Advisors, Inc. 0.06% Add +2.4% 2,947 $2.2M
Elevation Advisory Partners LLC 2.22% Reduce -8.7% 3,115 $2.2M
Autumn Glory Partners, LLC 0.61% No change 2,945 $2.2M
Blackston Financial Advisory Group, LLC 1.22% Reduce -0.1% 2,934 $2.2M
Lake Hills Wealth Management, LLC 0.98% Add +17.2% 2,925 $2.2M
Premier Private Wealth Management LLC 1.88% Reduce -4.9% 2,920 $2.2M
Kohmann Bosshard Financial Services, LLC 0.18% Add +0.0% 2,918 $2.1M
Manchester Capital Management LLC 0.28% Reduce -2.6% 2,908 $2.1M
Gilbert & Cook, Inc. 0.25% Add +14.6% 2,907 $2.1M
Frederick Financial Consultants, LLC 0.91% Reduce -6.5% 2,906 $2.1M
Wealthspan Partners, LLC 0.67% Reduce -0.9% 2,903 $2.1M
Wealth Architects, LLC 0.17% Add +15.3% 2,902 $2.1M
Core Wealth Partners LLC 0.91% Reduce -12.4% 2,891 $2.1M
Evernest Financial Advisors, LLC 0.44% No change 2,880 $2.1M
Stone Wealth Partners 1.55% Add +29.1% 2,870 $2.1M
BlueCrest Capital Management Ltd 0.10% New 2,869 $2.1M
Avalon Capital Management 0.50% Add +20.3% 2,868 $2.1M
Gentry Private Wealth, LLC 1.09% Add +4.3% 2,867 $2.1M
ERn Financial, LLC 0.35% Reduce -2.5% 2,861 $2.1M
Financial Planning Hawaii, Inc. 1.13% Add +15.0% 2,854 $2.1M
Winebrenner Capital Management LLC 1.28% Add +0.4% 2,848 $2.1M
Wealthquest Corp 0.13% Add +19.7% 2,836 $2.1M
Wimmer Associates 1, LLC 0.94% No change 2,835 $2.1M
Midland Wealth Advisors, LLC 0.10% Reduce -2.6% 2,835 $2.1M
Axiom Investment Management LLC 1.39% Add +2.6% 2,830 $2.1M
Solstein Capital, LLC 0.71% No change 2,828 $2.1M
TRUE Private Wealth Advisors 0.18% Reduce -3.2% 2,819 $2.1M
Ledyard National Bank 0.17% Add +4.9% 2,817 $2.1M
Coppell Advisory Solutions LLC 0.17% New 13,180 $2.1M
Everhart Financial Group, Inc. 0.13% Reduce -6.5% 2,809 $2.1M
Foronjy Financial LLC 0.76% Add +17.7% 2,809 $2.1M
Kinetic Wealth Investment Advisors LLC 0.97% — 2,808 $2.1M
Blueline Advisors LLC 1.43% Add +1.9% 2,805 $2.1M
Tompkins Financial Corp. 0.14% Add +3.6% 2,806 $2.1M
ETF Store, Inc. 1.73% Add +20.4% 2,803 $2.1M
Gateway Investment Advisers LLC 0.02% Add +176.4% 2,803 $2.1M
49 Wealth Management, LLC 0.39% Reduce -86.4% 2,801 $2.1M
Alongside, LLC 0.39% — 2,801 $2.1M
BKM Wealth Management, LLC 0.73% Reduce -2.7% 2,797 $2.1M
Quantum Private Wealth, LLC 0.53% Reduce -2.1% 2,792 $2.1M
Code Waechter LLC 1.06% Add +0.3% 2,785 $2.1M
Wealth Effects LLC 0.55% Reduce -0.5% 2,784 $2.1M
Strata Wealth Advisors, LLC 0.50% Add +22.5% 2,775 $2.0M
Highview Capital Management LLC 0.59% Add +23.8% 2,767 $2.0M
Ipswich Investment Management Co., Inc. 0.43% No change 2,764 $2.0M
TCFG Investment Advisors, LLC 0.69% Add +1.1% 2,757 $2.0M
Financial Synergies Wealth Advisors, Inc. 0.17% Reduce -5.8% 2,751 $2.0M
Smith Asset Management Co., LLC 1.59% Add +47.6% 2,747 $2.0M
Lavaca Capital LLC 0.21% Reduce -45.7% 2,741 $2.0M
Turtle Creek Wealth Advisors, LLC 0.11% Reduce -3.5% 2,739 $2.0M
Traphagen Investment Advisors LLC 0.14% Reduce -7.9% 2,736 $2.0M
Comprehensive Financial Planning, Inc. 1.07% Reduce -0.5% 2,734 $2.0M
Passive Capital Management, LLC. 0.63% No change 3,276 $2.0M
Willner & Heller, LLC 1.26% Reduce -1.2% 2,731 $2.0M
Birchcreek Wealth Management, LLC 0.78% Reduce -0.4% 2,721 $2.0M
Van Cleef Asset Management,Inc 0.20% Add +2.8% 2,719 $2.0M
Johnson Financial Group, Inc. 0.07% Reduce -6.3% 2,714 $2.0M
Zions Bancorporation, National Association 0.12% Reduce -8.7% 2,711 $2.0M
Orange Investment Advisors, Inc. 0.24% Reduce -0.4% 2,710 $2.0M
Total Wealth Planning & Management, Inc. 1.44% Add +1.5% 2,706 $2.0M
Pennington Partners & Co., LLC 0.64% Add +0.1% 2,702 $2.0M
Capital Markets Trading UK LLP 1.42% New 2,697 $2.0M
Vista Capital Partners, Inc. 0.17% Reduce -6.5% 2,696 $2.0M
Forty-three Eighteen Advisors, LLC 1.33% No change 2,694 $2.0M
Bridgewealth Advisory Group, LLC 0.37% Reduce -3.3% 2,684 $2.0M
Roman Butler Fullerton & Co. 0.47% Add +14.0% 2,771 $2.0M
SMART Wealth LLC 0.42% Reduce -67.1% 2,676 $2.0M
Tortoise Investment Management, LLC 0.15% Add +3.8% 2,674 $2.0M
Tower Bridge Advisors 0.18% Add +16.9% 2,674 $2.0M
OxenFree Capital LLC 0.90% Reduce -48.8% 2,772 $2.0M
Family Investment Center, Inc. 0.33% Reduce -17.5% 2,666 $2.0M
Shoker Investment Counsel, Inc. 0.49% Add +0.4% 2,658 $2.0M
Carrera Capital Advisors 0.29% Add +3.2% 2,655 $2.0M
Chesley Taft & Associates LLC 0.08% Add +1.7% 2,654 $2.0M
Sage Capital Advisors,llc 0.41% No change 2,652 $2.0M
Osborne Partners Capital Management, LLC 0.11% Reduce -3.6% 2,646 $1.9M
Left Brain Wealth Management, LLC 0.59% Reduce -34.5% 2,638 $1.9M
Nemes Rush Group LLC 0.16% No change 2,636 $1.9M
Briaud Financial Planning Inc 0.51% Add +101.5% 2,633 $1.9M
Cambridge Advisors Inc. 0.33% No change 2,633 $1.9M
SFG Wealth Management, LLC. 0.70% Add +10.5% 2,629 $1.9M
Romano Brothers and Company 0.19% Add +1.1% 2,620 $1.9M
Encompass Wealth Advisors, LLC 0.59% Reduce -9.0% 2,617 $1.9M
Stevens Capital Management LP 0.46% Reduce -71.3% 2,614 $1.9M
One Degree Advisors Inc 0.43% Add +41.0% 2,654 $1.9M
Fiduciary Group, LLC 0.15% Add +0.2% 2,612 $1.9M
Towne Trust Company, N.A 0.58% Reduce -0.9% 2,610 $1.9M
TigerOak Management, L.L.C. 0.54% Reduce -3.0% 2,605 $1.9M
UNIVEST FINANCIAL Corp 0.09% Reduce -20.5% 2,605 $1.9M
Cahaba Wealth Management, Inc. 0.12% Reduce -18.6% 2,604 $1.9M
Disciplined Investments, LLC 0.62% Reduce -0.5% 2,603 $1.9M
WESPAC Advisors, LLC 0.93% Reduce -14.3% 2,598 $1.9M
Wealthcare Capital Partners, LLC 0.79% Add +192.7% 2,596 $1.9M
Common Fund for Nonprofit Organizations 0.18% No change 2,595 $1.9M
Accretive Wealth Partners, LLC 0.46% Add +14.4% 2,593 $1.9M
Congress Park Capital LLC 0.52% Reduce -14.2% 2,591 $1.9M
Alliance Wealth Management Group 0.37% Reduce -22.7% 2,588 $1.9M
Towercrest Capital Management 0.27% Reduce -22.7% 2,588 $1.9M
Copley Financial Group, Inc. 1.15% Add +3.2% 2,588 $1.9M
North Point Portfolio Managers Corp. 0.31% Reduce -8.0% 2,587 $1.9M
Mayport, LLC 0.30% Add +24.0% 2,587 $1.9M
SLT Holdings LLC 1.22% Reduce -43.5% 2,585 $1.9M
Quest Investment Management LLC 0.22% Add +55.4% 2,580 $1.9M
Park National Corp. 0.05% Add +19.2% 2,580 $1.9M
Threadgill Financial, LLC 0.78% Add +14.1% 2,580 $1.9M
Fairman Group, LLC 1.49% Add +0.1% 2,574 $1.9M
Blue Fin Capital, Inc. 0.27% Reduce -0.7% 2,574 $1.9M
Tradewinds Capital Management, LLC 0.34% Add +17.1% 2,569 $1.9M
Laidlaw Wealth Management LLC 5.39% Add +3.0% 2,568 $1.9M
Legacy Financial Advisors, Inc. 0.23% Reduce -0.3% 2,568 $1.9M
Grange Capital, LLC 1.74% Reduce -0.8% 2,565 $1.9M
Halbert Hargrove Global Advisors, LLC 0.08% Add +1.1% 2,563 $1.9M
Alaethes Wealth, LLC 0.55% Reduce -5.0% 2,559 $1.9M
Powers Advisory Group, LLC 0.59% No change 2,560 $1.9M
Sentinel Wealth Management, Inc. 1.33% No change 2,550 $1.9M
Grant Private Wealth Management Inc 0.79% Reduce -2.5% 2,551 $1.9M
Key Financial Inc 0.31% Reduce -0.9% 2,544 $1.9M
Taylor Financial Group, Inc. 1.03% Reduce -3.4% 2,542 $1.9M
Baron Wealth Management LLC 0.48% No change 2,538 $1.9M
Kachkovsky & Fisher, Inc. 1.79% — 2,534 $1.9M
Cedar Wealth Management, LLC 0.48% Reduce -1.4% 2,530 $1.9M
Integrity Wealth Solutions LLC 0.69% Reduce -0.2% 2,523 $1.9M
MPS Loria Financial Planners, LLC 0.43% Reduce -10.8% 2,518 $1.9M
Pacific Point Advisors, LLC 0.85% Add +8.6% 2,514 $1.9M
Transamerica Financial Advisors, LLC 0.16% Reduce -95.4% 2,511 $1.9M
Hobbs Group Advisors, LLC 0.49% Reduce -0.7% 2,507 $1.8M
Quantum Financial Advisors, LLC 0.18% Add +96.9% 2,501 $1.8M
Great Lakes Retirement, Inc. 0.16% Reduce -4.4% 2,501 $1.8M
Vantage Point Financial LLC 0.56% Reduce -12.3% 2,492 $1.8M
Gaddis Premier Wealth Advisors LLC 1.11% Add +2.8% 2,482 $1.8M
State of Wisconsin Investment Board 0.00% Reduce -69.8% 2,479 $1.8M
Strategic Advocates LLC 7.06% Add +0.4% 2,476 $1.8M
Beacon Investment Advisory Services, Inc. 0.07% Reduce -0.3% 2,474 $1.8M
Bayban 1.40% No change 2,472 $1.8M
Paradigm Capital Management, LLC 1.58% Reduce -4.5% 2,471 $1.8M
Geometric Wealth Advisors 0.20% Reduce -0.2% 2,471 $1.8M
Wealth Analytics Partners, LLC 0.66% Reduce -2.4% 2,523 $1.8M
Thompson David Blair 0.91% Add +10.2% 2,459 $1.8M
Capital Asset Managemnet, LLC 4.07% Reduce -27.5% 2,458 $1.8M
Cherry Creek Investment Advisors, Inc. 0.71% Reduce -4.3% 2,450 $1.8M
Northstar Financial Companies, Inc. 1.21% Add +17.7% 2,448 $1.8M
Win Advisors, Inc. 0.64% New 2,444 $1.8M
Certior Financial Group, LLC 0.98% Add +393.5% 2,438 $1.8M
Jeppson Wealth Management, LLC 0.53% Reduce -6.5% 2,433 $1.8M
WealthShield Partners, LLC 0.27% Reduce -42.0% 2,422 $1.8M
Aspen Investment Management Inc 0.48% Reduce -29.8% 2,424 $1.8M
Second Line Capital, LLC 0.33% Reduce -7.5% 2,419 $1.8M
Manchester Financial Inc. 0.32% Add +4.9% 2,417 $1.8M
Lynch Investment Planning, LLC 1.36% Reduce -0.6% 2,408 $1.8M
Colonial River Investments, LLC 0.50% Reduce -5.2% 2,402 $1.8M
Veracity Capital LLC 0.48% Reduce -1.8% 2,398 $1.8M
CacheTech Inc. 0.29% Add +8.5% 2,391 $1.8M
Stewardship Advisors, LLC 0.36% Reduce -1.0% 2,384 $1.8M
Means Investment Co., Inc. 0.13% Reduce -3.0% 2,380 $1.8M
TCTC Holdings, LLC 0.05% Reduce -4.2% 2,377 $1.8M
S.A. Mason LLC 0.54% Add +1.4% 2,375 $1.7M
Occidental Asset Management, LLC 0.17% Reduce -0.6% 2,374 $1.7M
Brown Wealth Management, LLC 0.39% Add +75.0% 2,368 $1.7M
Ullmann Wealth Partners Group, LLC 0.16% Reduce -0.2% 2,366 $1.7M
Aspire Growth Partners LLC 1.01% Reduce -0.2% 2,362 $1.7M
Arkos Global Advisors 0.21% Add +5.1% 2,361 $1.7M
Pacific Asset Management, LLC 0.85% No change 2,360 $1.7M
Elevatus Welath Management 0.42% Add +18.1% 2,352 $1.7M
KFG Wealth Management, LLC 0.20% Reduce -1.4% 2,351 $1.7M
Wolff Wiese Magana LLC 0.80% Add +6.8% 2,350 $1.7M
Charter Research & Investment Group, Inc. 1.05% No change 2,344 $1.7M
Paragon Advisors, LLC 0.36% Add +27.3% 2,340 $1.7M
Brevan Howard Capital Management LP 0.03% Reduce -99.8% 2,338 $1.7M
Aaron Wealth Advisors LLC 0.09% No change 2,334 $1.7M
Fiducient Advisors LLC 0.25% Reduce -85.5% 2,330 $1.7M
Tortuga Wealth Management, Inc 1.30% Reduce -2.1% 2,327 $1.7M
Koenig Investment Advisory, LLC 1.33% No change 2,328 $1.7M
Genesis Financial Group, LLC 1.12% Reduce -8.3% 2,327 $1.7M
Xcelsior Advisor Partners LLC 0.23% Add +36.4% 2,325 $1.7M
San Luis Wealth Advisors LLC 0.26% Reduce -6.1% 2,324 $1.7M
Granger Management LLC 0.53% No change 2,319 $1.7M
Appleton Partners Inc. 0.10% Reduce -3.8% 2,315 $1.7M
AmeriServ Wealth Advisors 1.13% Reduce -0.5% 2,315 $1.7M
Leading Edge Financial Planning LLC 0.30% Reduce -11.8% 2,315 $1.7M
TIAA Wealth Investment Management LLC 0.01% Add +19.6% 2,333 $1.7M
Community Bank, N.A. 0.18% Reduce -5.1% 2,313 $1.7M
Acorn Wealth Advisors, LLC 0.42% Reduce -0.7% 2,313 $1.7M
Sentinel Pension Advisors, LLC 0.22% Add +12.6% 2,447 $1.7M
WealthTrust Axiom LLC 0.38% Reduce -1.3% 2,307 $1.7M
Private Capital Management, LLC 0.15% Reduce -6.2% 2,306 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.25% Add +2.9% 2,304 $1.7M
CDM Financial Counseling Services, Inc. 1.46% Reduce -1.5% 2,300 $1.7M
Heritage Wealth Management, Inc. 0.84% Add +2.4% 2,299 $1.7M
Wilkins Miller Wealth Management, LLC 0.93% Add +19.2% 2,295 $1.7M
Advocate Investing Services LLC 1.30% Reduce -1.1% 2,293 $1.7M
Manhattan West Asset Management, LLC 0.28% Reduce -37.5% 2,292 $1.7M
Elevation Wealth Management LLC 1.26% Add +17.3% 2,291 $1.7M
BNC Wealth Management, LLC 0.41% Add +3.1% 2,290 $1.7M
Pathway Financial Advisers, LLC 0.42% Add +5.3% 2,279 $1.7M
Berkshire Asset Management LLC 0.07% Reduce -13.5% 2,277 $1.7M
Serenity Investment Advisors 0.71% Reduce -0.1% 2,349 $1.7M
Richardson Capital Management LLC 0.72% Reduce -1.9% 2,273 $1.7M
Bill Few Associates, Inc. 0.36% Add +3.9% 2,265 $1.7M
Catalyst Private Wealth, LLC 0.80% No change 2,260 $1.7M
Wealth Dimensions Group, Ltd. 0.30% Reduce -0.0% 2,260 $1.7M
Blackhawk Capital Partners, LLC 0.54% Add +6.8% 2,259 $1.7M
Icon Wealth Advisors, LLC 0.10% Add +39.7% 2,257 $1.7M
Regatta Research & Money Management 1.57% — 2,255 $1.7M
Anchyra Partners LLC 0.40% Add +15.5% 2,254 $1.7M
Northstar Group, Inc. 0.22% Reduce -2.2% 2,254 $1.7M
Pinnacle Financial Group, LLC / IL 0.41% Add +5.2% 2,253 $1.7M
Aerodigm Wealth, LLC 0.56% Reduce -1.0% 2,253 $1.7M
Breakthru Advisory Services, LLC 5.57% Reduce -22.4% 2,253 $1.7M
Arvest Bank Trust Division 0.08% Reduce -1.4% 2,253 $1.7M
Heck Capital Advisors, LLC 0.10% No change 2,250 $1.7M
Vavra Capital Management, LLC 1.45% Add +2.4% 2,252 $1.7M
Beacon Bank & Trust 0.31% Reduce -1.3% 2,242 $1.7M
Walkner Condon Financial Advisors LLC 0.19% Reduce -5.0% 2,236 $1.6M
First PREMIER Bank 0.27% Reduce -3.3% 2,235 $1.6M
Discipline Wealth Solutions, LLC 0.14% Reduce -18.2% 2,232 $1.6M
Sterling Investment Counsel, LLC 0.39% Add +0.1% 2,230 $1.6M
Kingdom Financial Group LLC. 0.42% Reduce -9.9% 2,229 $1.6M
Wise Wealth Partners 2.79% Reduce -3.4% 2,225 $1.6M
Cascade Wealth Advisors, Inc 0.66% Add +22.9% 2,266 $1.6M
Am Investment Strategies LLC 0.31% No change 2,225 $1.6M
Fsa Wealth Partners, Inc. 0.41% New 2,224 $1.6M
Millennium Capital Advisors, LLC 0.89% Reduce -0.1% 2,217 $1.6M
Sun Financial Inc 0.77% Add +5.1% 2,260 $1.6M
Sheridan Capital Management, LLC 0.78% Add +4.4% 2,211 $1.6M
PDS Planning, Inc 0.09% Add +9.5% 2,206 $1.6M
BridgePort Financial Solutions, LLC 0.41% Reduce -12.4% 2,206 $1.6M
Goldstream Capital Management Ltd 1.93% New 2,200 $1.6M
Diversified Investment Strategies, LLC 1.05% Add +2.2% 2,194 $1.6M
Focused Alpha, LLC 0.41% Reduce -0.1% 2,191 $1.6M
Seelaus Asset Management LLC 1.14% Reduce -5.5% 2,186 $1.6M
JGP Wealth Management, LLC 0.14% Reduce -7.9% 2,185 $1.6M
Landmark Wealth Management, LLC 0.38% Add +3.7% 2,181 $1.6M
Navigation Group, LLC 0.31% Add +6.5% 2,181 $1.6M
Boyum Wealth Architects LLC 0.64% Reduce -3.5% 2,251 $1.6M
Atlas Legacy Advisors, LLC 0.24% Add +1.1% 2,170 $1.6M
Great Diamond Partners, LLC 0.27% Reduce -0.2% 2,168 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.1% 2,162 $1.6M
Burney Co./ 0.04% Reduce -19.3% 2,161 $1.6M
Ares Financial Consulting, LLC 1.14% Add +5.2% 2,158 $1.6M
Legacy Financial Group, Inc. 0.37% Add +114.8% 2,154 $1.6M
First Financial Corp. 0.55% Reduce -7.2% 2,154 $1.6M
Reliant Investment Partners, LLC 1.08% Reduce -0.1% 2,149 $1.6M
Mascagni Wealth Management, Inc. 0.98% Reduce -9.6% 2,136 $1.6M
Townsquare Capital LLC 0.29% Add +16.0% 2,132 $1.6M
Firethorn Wealth Partners, LLC 0.51% New 2,128 $1.6M
Hobart Private Capital, LLC 0.27% Add +5.8% 2,126 $1.6M
D.B. Root & Company, LLC 0.33% Reduce -1.0% 2,124 $1.6M
ArchPoint Investors 0.33% No change 2,120 $1.6M
Virtue Asset Management LLC 1.12% Add +8.1% 2,118 $1.6M
17 Capital Partners, LLC 0.71% Add +2.5% 2,113 $1.6M
180 Wealth Advisors, LLC 0.16% Add +0.3% 2,113 $1.6M
Sittner & Nelson, LLC 0.49% No change 2,110 $1.6M
Fragasso Financial Advisors Inc 0.08% No change 2,109 $1.6M
Bfsg, LLC 0.14% Reduce -0.8% 2,107 $1.6M
Murphy, Middleton, Hinkle & Parker, Inc. 0.63% No change 2,103 $1.5M
Monetary Management Group Inc. 0.32% Add +13.5% 2,100 $1.5M
Boothbay Fund Management, LLC 0.03% Reduce -50.0% 2,100 $1.5M
Allegheny Financial Group 0.16% Add +8.3% 2,088 $1.5M
Rialto Wealth Management, LLC 0.30% Add +1.9% 2,088 $1.5M
Slagle Financial, LLC 0.46% Reduce -0.3% 2,088 $1.5M
Condor Capital Management 0.12% Add +9.8% 2,086 $1.5M
Ipsen Advisor Group LLC 0.99% Reduce -0.6% 2,086 $1.5M
Miller Investment Management, LP 0.14% No change 2,084 $1.5M
Triglav Investments, D.O.O. 0.08% Add +0.7% 2,077 $1.5M
Black Swift Group, LLC 0.22% Add +3.8% 2,075 $1.5M
Intelligence Driven Advisers, LLC 0.25% Add +0.6% 2,070 $1.5M
Hengehold Capital Management LLC 0.12% Add +5.8% 2,069 $1.5M
Quantum Portfolio Management LLC 0.55% Add +17.2% 2,069 $1.5M
Sulzberger Capital Advisors, Inc. 1.48% Reduce -3.5% 2,065 $1.5M
NDWM LLC 0.89% Reduce -0.1% 2,055 $1.5M
Werba Rubin Papier Wealth Management 0.18% New 2,046 $1.5M
Harbor Group, Inc. 0.18% Reduce -7.0% 2,045 $1.5M
Clarus Group, Inc. 0.51% Add +1.9% 2,044 $1.5M
Clearwater Capital Advisors, LLC 0.11% Reduce -7.6% 2,037 $1.5M
Merrion Investment Management Co, LLC 0.71% No change 2,035 $1.5M
Ables, Iannone, Moore & Associates, Inc. 0.80% Reduce -0.9% 2,034 $1.5M
United Community Bank 0.46% Add +16.0% 2,032 $1.5M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -16.7% 2,029 $1.5M
SeaBridge Investment Advisors LLC 0.22% Reduce -27.6% 2,027 $1.5M
Henrickson Nauta Wealth Advisors, Inc. 0.36% Add +40.9% 2,022 $1.5M
D. E. Shaw & Co. 0.00% New 2,022 $1.5M
Index Fund Advisors, Inc. 0.06% Add +6.0% 2,019 $1.5M
Good Harbor Advisors, Inc. 1.45% Reduce -2.5% 2,016 $1.5M
Beacon Financial Advisory LLC 0.29% Reduce -6.4% 2,015 $1.5M
Henderson Brothers Financial Partners, LLC 0.70% Reduce -54.4% 2,010 $1.5M
Align Financial, LLC 0.73% Reduce -3.1% 2,006 $1.5M
Teamwork Financial Advisors, LLC 0.14% Add +0.3% 2,004 $1.5M
L & S Advisors Inc 0.15% Reduce -0.8% 2,003 $1.5M
Argentarii, LLC 0.44% Add +2.6% 2,053 $1.5M
Sincerus Advisory, LLC 1.00% Add +1.3% 2,002 $1.5M
Darden Wealth Group Inc 0.58% Reduce -0.3% 1,999 $1.5M
Fell Capital Management 1.23% No change 1,990 $1.5M
PMG Family Office LLC 1.35% Add +6.0% 1,989 $1.5M
James Investment Research, Inc. 0.15% Reduce -1.3% 1,989 $1.5M
Mascoma Wealth Management LLC 0.27% Add +1.7% 1,987 $1.5M
ICW Investment Advisors LLC 0.51% Add +0.3% 1,985 $1.5M
Tred Avon Family Wealth, LLC 0.45% Reduce -1.8% 1,982 $1.5M
StoneCrest Wealth Management, Inc. 0.47% Reduce -3.2% 1,977 $1.5M
Intellectus Partners, LLC 0.25% Add +3.6% 1,970 $1.5M
Roble, Belko & Company, Inc 0.16% No change 1,957 $1.4M
Compass Ion Advisors, LLC 0.12% Add +5.6% 1,953 $1.4M
Dunhill Financial, LLC 0.29% Reduce -15.6% 1,948 $1.4M
FMB Wealth Management 0.53% No change 1,947 $1.4M
4WEALTH Advisors, Inc. 1.10% Add +13.1% 1,979 $1.4M
Summa Corp. 0.45% Add +8.2% 1,943 $1.4M
Clifford Swan Investment Counsel LLC 0.05% Add +0.1% 1,939 $1.4M
Heartwood Wealth Advisors LLC 0.11% No change 1,938 $1.4M
Bennett Selby Investments LP 0.46% Add +13.5% 1,934 $1.4M
Silver Oak Wealth Advisors Services, LLC 0.85% No change 1,930 $1.4M
Sonata Capital Group Inc. 0.46% Reduce -0.7% 1,928 $1.4M
Peoples Bank 0.73% Add +16.0% 1,927 $1.4M
1015 Capital Partners, LLC 1.19% No change 1,921 $1.4M
WoodTrust Financial Corp 0.17% Reduce -0.8% 1,917 $1.4M
Correct Capital Wealth Management 0.24% No change 1,916 $1.4M
Inspirion Wealth Advisors, LLC 0.16% No change 1,945 $1.4M
Shufro Rose & Co. LLC 0.08% Reduce -0.1% 1,912 $1.4M
Truepoint, Inc. 0.03% Reduce -0.2% 1,911 $1.4M
Horst & Graben Wealth Management LLC 0.18% Add +0.2% 1,935 $1.4M
WASHINGTON TRUST Co 0.04% Add +9.9% 1,902 $1.4M
Archvest Wealth Advisors, Inc. 0.81% Reduce -0.7% 1,902 $1.4M
5T Wealth, LLC 0.52% Reduce -6.2% 1,900 $1.4M
Trajan Wealth LLC 0.05% Reduce -15.1% 1,893 $1.4M
Axis Wealth Partners, LLC 0.67% Reduce -2.5% 1,889 $1.4M
Leeward Financial Partners, LLC 0.36% No change 1,886 $1.4M
Partners Wealth Management, LLC 1.36% Add +1.6% 1,883 $1.4M
Quotient Wealth Partners, LLC 0.03% Reduce -1.7% 1,879 $1.4M
Guidance Point Advisors, LLC 0.30% Add +0.9% 1,875 $1.4M
Revisor Wealth Management LLC 0.33% Reduce -1.7% 1,875 $1.4M
McHugh Group, LLC 0.71% No change 1,877 $1.4M
Significant Wealth Partners LLC 1.49% Add +5.3% 1,874 $1.4M
FWG Investments, LLC. 0.73% Add +10.8% 1,871 $1.4M
Drake & Associates, LLC 0.23% Reduce -3.0% 1,871 $1.4M
Stephen J. Garry & Associates, LLC 1.00% No change 1,870 $1.4M
Heritage Wealth Advisors 0.05% Add +8.7% 1,868 $1.4M
Lumbard & Kellner, LLC 0.42% No change 1,865 $1.4M
Heritage Trust Co 0.12% No change 1,864 $1.4M
LCNB Corp. 0.42% No change 1,863 $1.4M
Third View Private Wealth, LLC 0.17% Add +1.0% 1,862 $1.4M
Firestone Capital Management 0.26% Add +6.4% 1,861 $1.4M
AlphaCentric Advisors LLC 1.16% New 1,860 $1.4M
Tanager Wealth Management LLP 0.12% Reduce -0.6% 1,855 $1.4M
Cutler Investment Counsel LLC 0.13% Add +0.5% 1,851 $1.4M
Bath Savings Trust Co 0.14% Add +150.1% 1,851 $1.4M
August Group Capital Ltd 1.50% No change 1,850 $1.4M
SC&H Financial Advisors, Inc. 0.18% Add +5.4% 1,847 $1.4M
Wealth Care LLC 1.10% Add +0.1% 1,847 $1.4M
Chilton Capital Management LLC 0.04% Reduce -22.4% 1,846 $1.4M
Maple Capital Management, Inc. 0.08% Reduce -1.4% 1,845 $1.4M
Semitam Bonam LLC 1.00% Add +5.1% 1,844 $1.4M
Walled Lake Planning & Wealth Management, LLC 0.34% Add +46.7% 1,843 $1.4M
Rockland Trust Co. 0.05% Add +11.9% 1,834 $1.4M
Violich Capital Management, Inc. 0.15% Add +15.1% 1,831 $1.3M
Smart Money Group LLC 0.34% Reduce -0.4% 1,814 $1.3M
Kelman-Lazarov, Inc. 0.17% Reduce -3.7% 1,810 $1.3M
Client 1ST Advisory Group, LLC 0.36% Reduce -1.3% 1,802 $1.3M
Brown, Lisle/Cummings, Inc. 0.30% Add +9.2% 1,801 $1.3M
Country Trust Bank 0.02% No change 1,797 $1.3M
Trustco Bank Corp. N Y 0.96% Reduce -0.7% 1,796 $1.3M
Curated Wealth Partners LLC 0.15% Reduce -0.3% 1,794 $1.3M
Members Wealth LLC 0.72% Add +0.5% 1,794 $1.3M
ODonnell Financial Services, LLC 0.39% No change 1,793 $1.3M
55 North Private Wealth, LLC 0.26% Add +27.1% 1,790 $1.3M
Collaborative Wealth Managment Inc. 0.55% Reduce -1.9% 1,787 $1.3M
Center for Financial Planning, Inc. 0.12% Add +0.1% 1,786 $1.3M
Greenspring Advisors, LLC 0.07% Add +5.1% 1,776 $1.3M
McDonough Capital Management, Inc 0.65% Reduce -0.1% 1,776 $1.3M
Syon Capital LLC 0.06% Add +2.0% 1,776 $1.3M
Bayshore Capital Advisors, LLC 0.61% No change 1,773 $1.3M
Inspire Advisors, LLC 0.09% Add +26.8% 1,777 $1.3M
Mogy Joel R Investment Counsel Inc. 0.07% Reduce -0.1% 1,771 $1.3M
Mairs & Power Inc. 0.01% Add +0.6% 1,770 $1.3M
Gen-Wealth Partners Inc 0.36% Add +0.1% 1,770 $1.3M
Aureus Asset Management, LLC 0.08% No change 1,765 $1.3M
Faithward Advisors, LLC 0.16% No change 1,763 $1.3M
City Center Advisors, LLC 1.05% Add +9.8% 1,761 $1.3M
Wealth Advisors of Iowa, LLC 0.35% Add +12.6% 1,759 $1.3M
Jackson Square Capital, LLC 0.18% Add +10.4% 1,753 $1.3M
Valley Financial Group, Inc. 0.63% Reduce -1.2% 1,746 $1.3M
ARS Wealth Advisors Group, LLC 0.10% Add +1.2% 1,744 $1.3M
M.E. Allison & Co., Inc. 0.74% Add +2.5% 1,743 $1.3M
Centerline Wealth Advisors, LLC 0.40% Reduce -16.5% 1,736 $1.3M
LWM Advisory Services, LLC 2.27% Reduce -57.3% 1,727 $1.3M
Baxter Bros Inc. 0.15% Reduce -12.2% 1,726 $1.3M
Wealthgarden F.S. LLC 0.72% Reduce -2.3% 1,719 $1.3M
Alliance Wealth Advisors, LLC 0.24% New 1,716 $1.3M
Aspire Capital Advisors LLC 0.25% Reduce -1.5% 1,715 $1.3M
Rockingstone Advisors LLC 0.51% Add +0.6% 1,714 $1.3M
Koss-Olinger Consulting, LLC 0.10% Reduce -3.2% 1,713 $1.3M
PAX Financial Group, LLC 0.19% Reduce -2.1% 1,710 $1.3M
Laffer Tengler Investments, Inc. 0.19% No change 1,707 $1.3M
Ewa, LLC 0.23% No change 1,705 $1.3M
Lighthouse Financial Services Inc. 0.26% Add +14.0% 1,729 $1.3M
Bantamac Capital, LLC 0.89% Reduce -19.1% 1,700 $1.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.09% Reduce -2.8% 1,698 $1.3M
Brand Asset Management Group, Inc. 0.28% Add +0.7% 1,698 $1.3M
Strategic Advisory Partners, LLC 0.89% Add +11.8% 1,697 $1.2M
Nautilus Advisors LLC 0.74% Add +0.3% 1,722 $1.2M
Catalyst Financial Partners LLC 0.12% Add +47.2% 1,697 $1.2M
GDS Wealth Management 0.06% Add +2.7% 1,696 $1.2M
Palacios Wealth Management, LLC 0.74% Add +0.7% 1,692 $1.2M
Sherman Wealth Management LLC 0.94% No change 1,688 $1.2M
Ellsworth Advisors, LLC 0.20% Add +3.3% 1,731 $1.2M
SmartHarvest Portfolios, LLC 0.40% Add +16.0% 1,686 $1.2M
Ascent Group, LLC 0.04% Add +1.3% 1,682 $1.2M
Ridgepath Capital Management LLC 0.55% Reduce -45.8% 1,681 $1.2M
Godsey & Gibb, Inc. 0.10% Reduce -1.2% 1,677 $1.2M
Hills Bank & Trust Co 0.05% Add +36.6% 1,671 $1.2M
Arlington Trust Co LLC 0.10% No change 1,668 $1.2M
Guardian Asset Advisors, LLC 0.57% Reduce -8.7% 1,666 $1.2M
Maimon Wealth Management LTD. 0.94% Add +8.8% 1,665 $1.2M
Compass Advisory Group LLC 0.29% No change 1,662 $1.2M
Ankerstar Wealth, LLC 1.03% Add +1.0% 1,661 $1.2M
William Howard & Co Financial Advisors Inc 0.95% No change 1,662 $1.2M
Princeton Global Asset Management LLC 0.17% Reduce -23.2% 1,659 $1.2M
Wetzel Investment Advisors, Inc. 0.42% No change 1,655 $1.2M
Capital Wealth Management, LLC 0.29% Reduce -19.6% 1,656 $1.2M
Milestones Private Investment Advisors LLC 0.97% Add +0.1% 1,654 $1.2M
Old North State Trust, LLC 0.62% No change 1,650 $1.2M
Carret Asset Management, LLC 0.11% No change 1,649 $1.2M
Mattson Financial Services, LLC 0.25% Add +13.9% 1,717 $1.2M
First Command Advisory Services, Inc. 0.01% Reduce -8.3% 1,640 $1.2M
Prime Buchholz LLC 0.44% New 1,640 $1.2M
Signet Private Wealth LLC 0.96% Add +7.8% 1,638 $1.2M
Schneider Downs Wealth Management Advisors, LP 0.11% Add +0.9% 1,636 $1.2M
Flatrock Wealth Partners LLC 0.47% Add +2.1% 1,634 $1.2M
MinichMacGregor Wealth Management, LLC 0.18% Add +13.1% 1,632 $1.2M
Deltec Asset Management LLC 0.18% Reduce -4.4% 1,626 $1.2M
Portfolio Resources Advisor Group, Inc. 1.01% Reduce -18.1% 1,621 $1.2M
Formidable Asset Management, LLC 0.19% Reduce -2.2% 2,068 $1.2M
ATX Financial Planning, LLC 0.79% Reduce -1.2% 1,620 $1.2M
Natural Investments, LLC 0.26% Add +26.5% 1,621 $1.2M
WESPAC Advisors SoCal, LLC 0.21% Reduce -11.5% 1,620 $1.2M
Maia Wealth LLC 0.18% Add +2.1% 1,617 $1.2M
Key Capital Management, INC 0.61% Add +1.6% 1,617 $1.2M
Capital Asset Advisory Services LLC 0.04% Add +4.7% 1,616 $1.2M
Genesis Wealth Advisors, LLC 0.71% Reduce -1.2% 1,614 $1.2M
RM Financial Services, LLC 0.88% New 1,612 $1.2M
JNBA Financial Advisors 0.09% Reduce -2.3% 1,611 $1.2M
Resolute Wealth Strategies, LLC 0.46% Add +6.6% 1,611 $1.2M
Tulsa Wealth Advisors, INC 0.17% Reduce -3.2% 1,609 $1.2M
Roehl & Yi Investment Advisors, LLC 0.39% Add +3.4% 1,598 $1.2M
Emerald Advisors, LLC 0.15% Reduce -0.1% 1,598 $1.2M
Nelson Capital Management, LLC 0.13% No change 1,596 $1.2M
Element Wealth, LLC 0.44% Reduce -12.8% 1,593 $1.2M
Waterfront Wealth Inc. 0.18% Add +8.5% 1,617 $1.2M
Freedom Financial Partners LLC 0.38% No change 1,589 $1.2M
Nvwm, LLC 0.24% Add +621.8% 1,588 $1.2M
Marshall & Sterling Wealth Advisors Inc. 0.69% Add +18.9% 1,583 $1.2M
Global Strategic Investment Solutions, LLC 0.10% No change 1,583 $1.2M
Vaughan David Investments LLC 0.02% Add +8.5% 1,582 $1.2M
Northwest Wealth Advisors, LLC 0.67% Add +8.3% 1,580 $1.2M
Fund Advisors of America Inc 1.05% Reduce -8.4% 1,577 $1.2M
Thrive Wealth Management, LLC 0.15% Add +30.1% 1,574 $1.2M
Cannon Wealth Management Services, LLC 0.63% Reduce -3.6% 1,573 $1.2M
Shrier Wealth Management, LLC 0.39% Reduce -10.5% 1,569 $1.2M
C2C Wealth Management, LLC 0.91% Add +4.7% 1,569 $1.2M
Wealth Management Nebraska 0.10% Reduce -2.4% 1,568 $1.2M
Sprinkle Financial Consultants LLC 0.45% No change 1,566 $1.2M
FSB Premier Wealth Management, Inc. 0.32% Add +0.1% 1,565 $1.2M
PFS Partners, LLC 0.47% Reduce -2.5% 1,564 $1.2M
Convergence Financial, LLC 0.09% Reduce -7.7% 1,562 $1.2M
Tannin Capital LLC 0.76% Add +7.0% 1,560 $1.1M
Storen Legacy Partners, LLC 0.31% Add +0.2% 1,557 $1.1M
Investment Management Corp. /Va/ 0.96% Add +0.8% 1,557 $1.1M
Liberty Capital Management, Inc. 0.20% — 1,555 $1.1M
MJP Associates Inc. 0.12% Add +66.3% 1,548 $1.1M
Howe & Rusling Inc. 0.07% Add +26.0% 1,547 $1.1M
Gunderson Capital Management LLC 0.30% Add +109.6% 1,534 $1.1M
Main Street Research LLC 0.05% Reduce -13.4% 1,531 $1.1M
St Germain D J Co. Inc. 0.04% Add +18.4% 1,530 $1.1M
Foster Dykema Cabot & Partners, LLC 0.07% Reduce -5.4% 1,528 $1.1M
RHS Financial, LLC 0.45% Add +58.8% 1,526 $1.1M
Ewing Morris & Co. Investment Partners Ltd. 0.59% Add +46.4% 1,525 $1.1M
Aire Advisors, LLC 0.18% Reduce -26.5% 1,523 $1.1M
Wealth Alliance, LLC 0.09% Reduce -6.6% 1,520 $1.1M
Equita Financial Network, Inc. 0.31% Add +0.5% 1,519 $1.1M
Waller Financial Planning Group, Inc. 0.23% Add +33.3% 1,518 $1.1M
Centurion Wealth Management LLC 0.27% Reduce -53.2% 1,517 $1.1M
Monetary Solutions, Ltd 0.96% No change 1,515 $1.1M
Evolution Wealth Management Inc. 0.66% Reduce -19.5% 1,515 $1.1M
Synergy Financial Group, LTD 0.80% No change 1,513 $1.1M
Columbus Macro, LLC 0.11% Add +15.3% 1,510 $1.1M
Northwest Wealth Management, LLC 0.15% No change 1,510 $1.1M
NBT Bank, N.A. 0.07% Reduce -3.4% 1,510 $1.1M
Excalibur Management Corp. 0.37% Add +11.4% 1,510 $1.1M
Scott & Selber, Inc. 0.23% No change 1,508 $1.1M
Montis Financial, LLC 0.23% Reduce -5.0% 1,507 $1.1M
Parkway Wealth Management Group, LLC 0.13% Reduce -12.3% 1,506 $1.1M
Abacus Wealth Partners, LLC 0.12% Reduce -2.3% 1,505 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -48.7% 1,503 $1.1M
First Western Trust Bank 0.05% Add +88.1% 1,499 $1.1M
Tilia Fiduciary Partners, Inc. 0.52% Reduce -1.4% 1,498 $1.1M
Walker Financial Services, Inc. 0.34% Reduce -26.3% 1,496 $1.1M
Marquette Asset Management, LLC 0.14% No change 1,493 $1.1M
Matrix Asset Advisors Inc. 0.09% Add +1.8% 1,491 $1.1M
Oak Barrel Wealth Advisory LLC 0.48% — 1,489 $1.1M
Naviter Wealth, LLC 0.10% Add +20.5% 1,486 $1.1M
LS Investment Advisors, LLC 0.15% Add +14.5% 1,487 $1.1M
Morey & Quinn Wealth Partners, LLC 0.70% Add +6.2% 1,485 $1.1M
Wealth Alliance Advisory Group, LLC 0.16% Add +3.6% 1,483 $1.1M
EPG Wealth Management LLC 0.26% Reduce -2.4% 1,482 $1.1M
Stratos Investment Management, LLC 0.04% Add +14.7% 1,481 $1.1M
Crux Wealth Advisors 0.38% Add +16.2% 1,479 $1.1M
Colonial Trust Advisors 0.08% Add +69.3% 1,478 $1.1M
Verum Partners LLC 0.16% No change 1,477 $1.1M
Eastover Investment Advisors LLC 0.43% No change 1,475 $1.1M
Global View Capital Management LLC 0.22% Add +21.0% 1,475 $1.1M
Aspen Wealth Management LLC 0.18% Reduce -0.2% 1,470 $1.1M
ZWJ Investment Counsel Inc. 0.04% No change 1,471 $1.1M
Tamar Securities, LLC 0.10% Add +5.0% 1,470 $1.1M
Cura Wealth Advisors, LLC 0.46% Add +2.9% 1,470 $1.1M
Chapman Financial Group, LLC 0.71% No change 1,459 $1.1M
United Bank 0.33% No change 1,457 $1.1M
Legacy Wealth Managment, LLC 0.44% Add +11.4% 1,455 $1.1M
Hudson Value Partners, LLC 0.27% Add +6.4% 1,454 $1.1M
Breachway Investments LLC 1.61% Reduce -38.7% 1,451 $1.1M
Jupiter Wealth Management LLC 0.43% Add +16.0% 1,450 $1.1M
Destiny Wealth Partners, LLC 0.15% Reduce -92.5% 1,552 $1.1M
1900 Wealth Management LLC 0.06% No change 1,449 $1.1M
Disciplined Investors, L.L.C. 0.53% Add +6.2% 1,448 $1.1M
North Star Asset Management Inc. 0.04% Add +5.9% 1,448 $1.1M
D L Carlson Investment Group Inc. 0.17% Add +1.9% 1,446 $1.1M
O'ROURKE & COMPANY, Inc 0.37% Reduce -4.0% 1,445 $1.1M
Bullock Wealth Management Group 0.46% Reduce -13.0% 1,465 $1.1M
Petros Family Wealth, LLC 0.65% Add +3.4% 1,442 $1.1M
Cadent Capital Advisors, LLC 0.22% New 1,440 $1.1M
IAG Wealth Partners, LLC 0.10% Add +4.8% 1,439 $1.1M
IFC & Insurance Marketing, Inc. 0.93% Add +35.1% 1,438 $1.1M
ZynergyRetirementPlanningLLC 0.57% No change 1,438 $1.1M
Peninsula Asset Management Inc. 0.51% Reduce -8.0% 1,435 $1.1M
Cane Capital Partners, LLC 0.42% Add +3.4% 1,434 $1.1M
Swisher Financial Concepts, Inc. 0.66% Reduce -5.6% 1,430 $1.1M
Seneschal Advisors, LLC 0.72% Reduce -20.6% 1,425 $1.0M
First Financial Bankshares Inc 0.02% Reduce -0.1% 1,420 $1.0M
Whitaker-Myers Wealth Managers, LTD. 0.17% Reduce -8.5% 1,419 $1.0M
Permanent Capital Management, LP 0.14% No change 1,423 $1.0M
Enclave Advisors LLC 0.14% Reduce -10.4% 1,416 $1.0M
Sweeney & Michel, LLC 0.27% Add +1.3% 1,441 $1.0M
ABLE Financial Group, LLC 0.17% Reduce -6.4% 1,414 $1.0M
Potentia Wealth 0.43% Add +8.4% 1,413 $1.0M
QP Wealth Management, LLC 1.48% Reduce -9.8% 1,413 $1.0M
Landaas & Co. /Wi 0.19% Add +43.9% 1,413 $1.0M
Jackson Wealth Management, LLC 0.61% Reduce -93.5% 1,412 $1.0M
Greenland Capital Management LP 0.22% Add +243.9% 1,403 $1.0M
Everest Financial Group LLC 0.14% Add +12.4% 1,403 $1.0M
Patten Group, Inc. 0.16% No change 1,400 $1.0M
Beacon Financial Group 0.09% Add +2.3% 1,400 $1.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.04% No change 1,399 $1.0M
Seek First Inc. 0.65% Add +1.6% 1,396 $1.0M
Creekside Partners 0.37% Add +28.6% 1,395 $1.0M
Colonial Trust Co / SC 0.13% Reduce -28.4% 1,394 $1.0M
Hamilton Point Investment Advisors, LLC 0.14% No change 1,391 $1.0M
Salomon & Ludwin, LLC 0.08% Reduce -2.1% 1,410 $1.0M
Parkshore Wealth Management, Inc. 0.29% Reduce -3.3% 1,385 $1.0M
WJ Financial Advisors LLC 0.75% Reduce -0.2% 1,385 $1.0M
Ashton Thomas Securities, LLC 0.15% Add +36.6% 1,418 $1.0M
Future Financial Wealth Managment LLC 0.64% Add +2.5% 1,473 $1.0M
Up Strategic Wealth Investment Advisors LLC 0.61% Add +0.3% 1,418 $1.0M
TMB Capital Partners, LLC 0.32% Reduce -2.4% 1,374 $1.0M
Inman Jager Wealth Management, LLC 0.54% Reduce -1.1% 1,373 $1.0M
Marks Group Wealth Management, Inc 0.09% Add +1.6% 1,373 $1.0M
Souders Financial Advisors 0.10% Add +1.8% 1,372 $1.0M
4J Wealth Management LLC 0.50% Reduce -1.0% 1,372 $1.0M
KBC Group NV 0.00% Reduce -3.4% 1,370 $1.0M
Proffitt & Goodson Inc. 0.14% Reduce -2.5% 1,369 $1.0M
Oak Wealth Advisors LLC 0.48% Add +2.4% 1,367 $1.0M
Ehrlich Financial Group 0.52% Reduce -12.2% 1,364 $1.0M
Johnson Wealth Management, LLC 0.43% No change 1,364 $1.0M
HT Partners LLC 0.28% Reduce -1.0% 1,363 $1.0M
Lotus Asset Management LLC 0.89% — 1,363 $1.0M
Galvin, Gaustad & Stein, LLC 0.07% Add +25.1% 1,360 $1.0M
NewSquare Capital LLC 0.07% Add +21.9% 1,357 $999K
Able Wealth Management LLC 0.23% Add +40.8% 1,356 $999K
Ted Buchan & Co 0.33% Add +1.4% 1,356 $999K
Gradient Capital Advisors, LLC 0.23% Reduce -2.2% 1,356 $998K
Ring Mountain Capital, LLC 0.42% Add +199.6% 1,354 $997K
Vista Investment Partners Ii, LLC 0.39% Add +115.1% 1,353 $996K
One Charles Private Wealth Services, LLC 0.23% Add +50.1% 1,352 $996K
Summitry LLC 0.03% Add +129.2% 1,350 $994K
Sollinda Capital Management LLC 0.21% Reduce -79.0% 1,345 $990K
Stone Summit Wealth LLC 0.25% No change 1,344 $990K
American Institute for Advanced Investment Management, LLP 0.57% Add +0.6% 1,341 $988K
Wealthedge Investment Advisors, LLC 0.34% Reduce -28.5% 1,339 $987K
Legacy Capital Wealth Management, LLC 0.46% Add +80.9% 1,337 $985K
McCollum Christoferson Group LLC 0.29% Reduce -5.3% 1,337 $985K
Maseco LLP 0.03% New 1,336 $983K
Wulff, Hansen & Co. 0.75% No change 1,335 $983K
Nixon Peabody Trust Co. 0.07% No change 1,335 $983K
TLWM 0.16% No change 1,334 $982K
Elite Wealth Management, Inc. 0.29% Reduce -11.4% 1,334 $982K
Wilson & Boucher Capital Management, LLC 0.58% Reduce -1.1% 1,333 $981K
Walser Wealth Management Company, A Ltd Liability Co 0.41% Reduce -9.6% 1,331 $980K
Concord Asset Management, LLC 0.15% No change 1,329 $979K
PUREfi Wealth, LLC 0.54% Add +3.4% 1,325 $975K
Avise Financial Cooperative, Inc. 0.70% Reduce -0.5% 1,324 $975K
Noesis Capital Mangement Corp. 0.12% Add +7.3% 1,324 $975K
Ridgecrest Wealth Partners, LLC 0.47% Reduce -11.1% 1,323 $974K
Mountain Capital Investment Advisors Inc. 0.14% Reduce -0.4% 1,322 $974K
DiNuzzo Private Wealth, Inc. 0.10% No change 1,321 $973K
Parr McKnight Wealth Management Group, LLC 0.12% No change 1,320 $972K
Childress Capital Advisors, LLC 0.16% No change 1,318 $971K
Heritage Wealth Management, Inc. 0.24% Reduce -1.0% 1,314 $968K
Pacific Wealth Strategies Group, Inc. 0.56% Add +74.9% 1,312 $966K
White Pine Capital LLC 0.23% Add +54.5% 1,312 $966K
Sage Financial Group Inc. 0.05% Add +5.0% 1,311 $966K
Biltmore Family Office, LLC 0.13% No change 1,310 $966K
Great Waters Wealth Management 0.09% Add +105.5% 2,119 $966K
Clarity Capital Advisors, LLC 0.40% No change 1,309 $964K
Fusion Capital, LLC 0.22% Reduce -1.3% 1,308 $963K
Index Technologies Group LLC 0.77% Add +17.8% 1,307 $962K
Dodds Wealth, LLC 0.22% Add +3.8% 1,307 $962K
Hoffman, Alan N Investment Management 0.57% Reduce -0.2% 1,306 $962K
Sunesis Advisors, LLC 0.40% No change 1,306 $962K
Ranch Capital Advisors Inc. 0.30% Reduce -0.5% 1,298 $957K
Thayer Financial, L.L.C. 0.87% Reduce -2.9% 1,298 $956K
Agate Pass Investment Management, LLC 0.35% Add +5.1% 1,296 $954K
Duncker Streett & Co. Inc. 0.16% Reduce -0.9% 1,295 $954K
Legacy Trust 0.17% No change 1,292 $951K
Atlas Capital Advisors Inc. 0.10% Reduce -0.9% 1,287 $948K
Abbot Financial Management, Inc. 0.35% Reduce -1.9% 1,286 $947K
Bci Securities, Inc. 8.13% Reduce -0.9% 1,281 $943K
Durante & Waters, LLC 0.62% Reduce -10.1% 1,281 $943K
Evansbrook LLC 0.56% Add +19.7% 1,281 $943K
Arq Wealth Advisors, LLC 0.12% Add +49.8% 1,336 $943K
Essex LLC 0.14% Add +0.4% 1,279 $942K
Perkins Coie Trust Co 0.16% Add +327.8% 1,279 $942K
Eagle Bay Advisors LLC 0.70% Reduce -50.9% 1,277 $940K
Pennsylvania Capital Management Inc. 0.24% No change 1,274 $938K
Precedent Wealth Partners, LLC 0.16% No change 1,274 $938K
WPWealth LLP 0.14% Add +2.6% 1,273 $937K
M Wealth Management, LLC 0.73% Add +2.2% 1,271 $936K
Brogan Financial, Inc. 0.37% Add +5.4% 1,270 $935K
MTM Investment Management, LLC 0.27% Add +2.0% 1,269 $935K
Tolleson Wealth Management, Inc. 0.13% New 1,266 $932K
First Merchants Corp. 0.03% Reduce -1.9% 1,266 $932K
Total Investment Management Inc. 0.10% Add +0.1% 1,354 $932K
M. Kulyk & Associates, LLC 0.15% No change 1,265 $932K
Fagan Associates, Inc. 0.11% Reduce -0.2% 1,264 $931K
Hartford Financial Management Inc. 0.21% Add +0.5% 1,262 $929K
McLean Asset Management Corp 0.12% Add +0.1% 1,351 $929K
Selby Wealth Management, LLC 0.33% Add +1.1% 1,261 $929K
Barr E S & Co. 0.05% No change 1,260 $928K
Strive Financial Group ,LLC 0.40% Add +123.5% 1,258 $927K
Diligent Investors, LLC 0.21% Reduce -7.0% 1,254 $924K
Legacy Solutions, LLC 0.75% Reduce -1.3% 1,251 $921K
Hickory Point Bank & Trust 0.56% Add +7.8% 1,250 $921K
Community Financial Services Group, LLC 0.13% Add +13.3% 1,266 $918K
Patton Albertson Miller Group, LLC 0.09% Reduce -7.6% 1,244 $916K
Wallace Advisory Group, LLC 0.86% Add +170.8% 1,243 $915K
Avail Investment Partners, LLC 0.70% Add +20.9% 1,242 $915K
Investment Research Partners LLC 0.31% Add +10.2% 1,242 $915K
McElhenny Sheffield Capital Management, LLC 0.23% New 1,240 $913K
Cullinan Associates Inc. 0.07% No change 1,240 $913K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -7.6% 1,238 $912K
Lantz Financial LLC 0.17% Reduce -3.7% 1,237 $911K
Kavar Capital Partners Group, LLC 0.11% Add +9.6% 1,234 $909K
Sather Financial Group Inc 0.05% No change 1,232 $907K
Two Sigma Securities, LLC 0.08% Reduce -88.1% 1,231 $907K
Capital Advantage, Inc. 0.11% Add +10.2% 1,231 $906K
Pin Oak Investment Advisors Inc. 0.64% No change 1,231 $906K
Caerus Investment Advisors, LLC 0.30% No change 1,224 $901K
Dynamic Financial Group 0.68% Reduce -3.2% 1,222 $900K
OceanIQ Capital, LLC 0.55% — 1,249 $897K
Capasso Planning Partners LLC 0.45% Reduce -1.5% 1,217 $896K
Unconventional Investor, LLC 0.37% Add +16.3% 1,215 $895K
Urban Wealth Management, LLC 0.78% Add +1.2% 1,212 $893K
Investment Advisory Services Group LLC 0.65% Add +1.1% 1,209 $890K
Waterway Wealth Management, LLC 0.18% Reduce -10.7% 1,209 $890K
Summit Financial Strategies, Inc. 0.06% Add +2.8% 1,207 $889K
Optas, LLC 0.12% Reduce -44.3% 1,207 $889K
Washington Trust Bank 0.06% Add +4.5% 1,207 $889K
SJS Investment Consulting Inc. 0.10% Reduce -2.4% 1,206 $888K
Zullo Investment Group, Inc. 0.30% No change 1,205 $888K
Henson-Edgewater Management, LLC 0.46% Reduce -1.8% 1,226 $887K
Permanens Capital L.P. 0.09% Reduce -45.6% 1,199 $884K
Chung Wu Investment Group, LLC 0.58% Add +50.0% 1,200 $884K
Corsicana & Co. 0.43% No change 1,200 $884K
Retirement Management Systems Inc. 0.18% Add +0.9% 1,196 $881K
Sunbeam Capital Management, LLC 0.40% Add +28.9% 1,195 $880K
AMJ Financial Wealth Management 0.21% No change 1,523 $879K
OFS Enterprise LLC 0.22% Add +2.5% 1,192 $878K
Expressive Wealth LLC 0.83% Reduce -5.2% 1,192 $877K
Rather & Kittrell, Inc. 0.12% Reduce -0.2% 1,189 $876K
Bell Investment Advisors, Inc 0.13% No change 1,186 $874K
Cambridge Capital Management, LLC 0.33% No change 1,186 $873K
Cowa, LLC 0.24% Add +7.5% 1,184 $872K
James J. Burns & Company, LLC 0.09% Add +37.9% 1,182 $870K
Asset Planning Services Inc. /La/ 0.37% Reduce -0.2% 1,180 $869K
Rockbridge Investment Management, LCC 0.07% Add +3.1% 1,179 $869K
Dickmeyer Boyce Financial Management, Inc. 0.45% Add +80.0% 1,179 $868K
Delta Asset Management LLC 0.07% Add +15.1% 1,169 $861K
Burns Matteson Capital Management, LLC 0.27% Add +2.9% 1,168 $860K
Orser Capital Management, LLC 0.43% New 1,165 $858K
Signature Wealth Management Partners, LLC 0.40% Reduce -17.6% 1,161 $855K
Meridian Financial Partners LLC 0.29% Add +3.7% 1,211 $855K
Arnold Financial Planning LLC 0.64% New 1,160 $854K
Pacific Sage Partners, LLC 0.12% No change 1,159 $853K
Madrid Wealth Management, LLC 0.56% Reduce -12.8% 1,157 $852K
Factor Wealth Management LTD 0.13% Reduce -36.5% 1,156 $851K
Whipplewood Advisors, LLC 0.57% Reduce -20.0% 1,155 $851K
MBL Wealth, LLC 0.06% Reduce -3.0% 1,151 $848K
DDFG, Inc 0.17% No change 1,150 $847K
Walsh & Associates, LLC 0.69% Reduce -6.0% 1,149 $846K
Wincap Financial LLC 0.46% Add +87.5% 1,144 $843K
Climber Capital SA 0.51% Add +2.5% 1,145 $842K
Choice Wealth Advisors LLC 0.30% Add +0.9% 1,142 $841K
BetterWealth, LLC 0.15% Add +0.2% 1,138 $838K
Prelude Capital Management, LLC 0.06% Add +149.9% 1,137 $837K
Stevens Capital Partners 0.16% Add +19.1% 1,137 $837K
Tenon Financial LLC 0.27% Add +0.6% 1,136 $836K
Godshalk Welsh Capital Management, Inc. 0.45% No change 1,135 $836K
Windward Capital Management Co. 0.06% New 1,135 $836K
Oarsman Capital, Inc. 0.09% Reduce -5.0% 1,134 $835K
Johnson & White Wealth Management, LLC 0.31% Reduce -5.3% 1,129 $832K
Trinity Legacy Partners, LLC 0.17% Reduce -2.0% 1,175 $829K
Northeast Planning Associates, Inc. / NH / 0.62% Add +0.5% 1,159 $827K
Larch Capital Partners LLC 0.12% Add +25.2% 1,122 $826K
Provident Living Financial Services, Inc. 0.81% Reduce -0.3% 1,120 $825K
LPWM LLC 0.18% Reduce -3.9% 1,120 $825K
Chesapeake Asset Management LLC 0.63% Add +18.0% 2,167 $824K
Burling Wealth Partners, LLC 0.12% Add +2.2% 1,116 $822K
Garrison Point Advisors, LLC 0.33% Add +0.3% 1,115 $821K
Pitti Group Wealth Management, LLC 0.60% No change 1,114 $820K
J2 Capital Management Inc 0.55% Add +0.3% 1,110 $817K
Bannerstone Capital Management, LLC 0.69% Reduce -51.7% 1,107 $815K
Park Place Capital Corp 0.13% No change 1,105 $813K
Baskin Financial Services Inc. 0.06% Add +2.1% 1,104 $813K
Oak Harvest Investment Services 0.08% Reduce -1.6% 1,104 $813K
Opal Wealth Advisors, LLC 0.18% Reduce -23.4% 1,103 $812K
Kennedy Investment Group, Inc. 0.28% Reduce -2.5% 1,103 $812K
BankPlus Wealth Management LLC 0.36% Reduce -0.8% 1,102 $811K
Kathmere Capital Management, LLC 0.04% Reduce -6.5% 1,100 $810K
Cornerstone Capital, Inc. 0.07% Add +11.7% 1,096 $807K
William Allan Corp 0.39% No change 1,096 $807K
Legacy Financial Strategies, LLC 0.12% Add +81.6% 1,095 $807K
Fearless Solutions, LLC dba Best Invest 0.43% Add +48.2% 1,095 $806K
SYM FINANCIAL Corp 0.06% Add +11.9% 1,093 $805K
Variant Private Wealth, LLC 0.90% Reduce -2.0% 1,092 $805K
IRON Financial LLC 0.33% Reduce -39.6% 1,092 $804K
Prasad Wealth Partners, LLC 0.19% No change 1,089 $802K
Gallo Partners, LP 1.78% New 1,089 $802K
TCV Trust & Wealth Management, Inc. 0.06% Add +14.1% 1,087 $800K
GeoWealth Management, LLC 0.03% Add +4.3% 1,085 $799K
Brasada Capital Management, LP 0.14% Reduce -0.5% 1,085 $799K
BCU Wealth Advisors, LLC 0.27% Reduce -4.4% 1,084 $799K
BigSur Wealth Management LLC 0.19% Reduce -8.4% 1,084 $799K
Ballast Financial Advisors LLC 0.72% Add +31.7% 1,084 $798K
KDK Private Wealth Management, LLC 0.66% Add +201.7% 1,083 $798K
Independent Family Office, LLC 0.32% Add +4.2% 1,083 $798K
Wellington Shields Capital Management, LLC 0.10% Reduce -9.6% 1,080 $796K
Planning Strategies Inc. 0.50% — 1,080 $796K
Whitener Capital Management, Inc. 0.17% Add +4.0% 1,080 $795K
Summit Financial Wealth Advisors, LLC 0.10% Add +7.1% 1,080 $795K
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 1,079 $795K
Raffa Wealth Management, LLC 0.10% Add +0.1% 1,077 $793K
Keystone Financial Services 0.20% No change 1,077 $793K
Flynn Zito Capital Management, LLC 0.21% Reduce -2.4% 1,072 $790K
Brady Family Wealth, LLC 0.23% Add +5.3% 1,072 $789K
Trust Co of Kansas 0.40% Reduce -0.2% 1,066 $785K
Forefront Wealth Partners, LLC 0.24% Add +182.4% 1,062 $782K
LRI Investments, LLC 0.06% Reduce -7.4% 1,062 $782K
Western Pacific Wealth Management, LP 0.71% No change 1,060 $781K
Moulton Wealth Management, Inc. 0.51% New 1,071 $780K
Grey Fox Wealth Advisors, LLC 0.12% No change 1,058 $780K
Elmwood Wealth Management, Inc. 0.19% Add +9.6% 1,058 $779K
Armbruster Capital Management, Inc. 0.12% Reduce -61.8% 1,056 $778K
Sivia Capital Partners, LLC 0.09% No change 1,054 $776K
RAM Investment Partners, LLC 0.12% Reduce -31.3% 1,052 $775K
Shelton Capital Management 0.01% Reduce -66.3% 1,051 $774K
Evergreen Wealth Partners LLC 0.46% Reduce -2.7% 1,050 $773K
Vested Financial Planning, LLC 0.52% No change 1,050 $773K
Joel Adams & Associates, Inc. 0.50% No change 1,050 $773K
truNorth Financial Services, Inc. 0.69% Reduce -2.3% 1,048 $772K
Gables Capital Management Inc. 0.28% No change 1,045 $770K
MBA Advisors LLC 0.26% Add +66.8% 1,044 $769K
OLIO Financial Planning 0.19% Reduce -3.8% 1,043 $768K
Gibson Capital, LLC 0.13% Reduce -0.8% 1,043 $768K
Cooper/Haims Advisors, LLC 0.33% Add +12.9% 1,042 $768K
Cape Ann Savings Bank 0.36% Add +12.8% 1,035 $762K
High Net Worth Advisory Group LLC 0.16% Add +0.9% 1,035 $762K
Resources Management Corp. /CT/ 0.10% No change 1,032 $760K
Grove Bank & Trust 0.08% Add +17.5% 1,032 $760K
Daviman Financial, LLC 0.42% Add +0.2% 1,030 $758K
Legacy Wealth Advisors, LLC 0.33% Add +24.1% 1,030 $758K
Beta Wealth Group, Inc. 0.28% No change 1,028 $757K
Rice Partnership, LLC 0.09% Reduce -13.1% 1,026 $756K
Heritage Investment Group, Inc. 0.10% No change 1,025 $755K
Baron Silver Stevens Financial Advisors, LLC 0.10% New 1,023 $753K
Adapt Wealth Advisors, LLC 0.25% Add +7.2% 1,022 $753K
NBH Bank 0.32% — 1,022 $753K
BOS Asset Management, LLC 0.17% Reduce -15.2% 1,019 $750K
Lynx Investment Advisory 0.25% Add +34.8% 1,018 $750K
Lodestone Wealth Management LLC 0.26% No change 1,017 $749K
Moody National Bank Trust Division 0.06% Reduce -6.3% 1,017 $749K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -15.5% 1,016 $748K
B.O.S.S. Retirement Advisors, LLC 0.20% Add +4.0% 1,016 $748K
Boston Trust Walden Corp 0.01% Add +11.4% 1,013 $746K
LifeGoal Investments, LLC 0.34% Reduce -0.1% 1,012 $746K
Shah Wealth Advisors, LLC 0.17% — 1,012 $745K
Whalerock Point Partners, LLC 0.13% No change 1,011 $745K
Courage Miller Partners, LLC 0.20% No change 1,010 $744K
Sharkey, Howes & Javer 0.09% Reduce -17.5% 1,009 $743K
Abacus Planning Group, Inc. 0.09% Add +0.1% 1,009 $743K
Sun Group Wealth Partners 0.51% New 1,008 $743K
Iowa State Bank 0.12% No change 1,007 $742K
TAGStone Capital, Inc. 0.24% No change 1,005 $741K
Garrett Wealth Advisory Group, LLC 0.11% Reduce -1.1% 1,001 $737K
Valicenti Advisory Services Inc. 0.14% Reduce -7.4% 1,001 $737K
Gruss & Co., LLC 1.93% No change 1,000 $736K
Beverly Hills Private Wealth, LLC 0.14% Add +9.9% 1,000 $736K
Midwest Financial Partners Investments, Inc. 0.31% No change 1,000 $736K
Avant Financial Advisors LLC 0.46% Add +9.9% 999 $736K
Members Advisory Group LLC 0.21% Reduce -88.1% 994 $735K
Archford Capital Strategies, LLC 0.07% No change 997 $734K
Herold Advisors, Inc. 0.15% Add +0.4% 996 $734K
Graves Light Lenhart Wealth, Inc. 0.07% Add +128.4% 996 $733K
First National Advisers, LLC 0.10% Reduce -2.1% 995 $733K
Commons Capital, LLC 0.51% Add +0.2% 995 $732K
Alesco Advisors, LLC, An ESL Co 0.02% No change 995 $732K
Squire Investment Management Company, LLC 0.18% Reduce -0.3% 991 $730K
Prosperity Planning, Inc. 0.23% Reduce -1.2% 991 $730K
Harbor Asset Planning, Inc. 0.55% Reduce -11.5% 989 $729K
Bragg Financial Advisors, Inc 0.02% Reduce -20.7% 989 $728K
J. M. Brown & Associates Inc. 0.42% — 986 $726K
Torrey Growth & Income Advisors 0.25% Add +0.1% 986 $725K
Davis Capital Management 0.43% Add +0.6% 984 $725K
William Mack & Associates, Inc. 0.25% Add +100.6% 977 $719K
Whelan Financial 0.20% Reduce -7.6% 975 $718K
Arcadia Wealth Management, LLC 0.23% New 974 $717K
Pacific Park Financial, Inc. 0.42% No change 973 $717K
Barlow Wealth Partners, LLC 0.08% No change 1,007 $716K
Centerpoint Advisory Group 0.45% Reduce -15.6% 972 $716K
AAF Wealth Management, LLC 0.26% Reduce -21.5% 972 $716K
Worthington Financial Partners, LLC 0.59% Add +1.1% 972 $716K
Bridges Investment Management Inc. 0.01% Add +24.5% 970 $714K
Lakewood Asset Management LLC 0.39% No change 969 $714K
Range Financial Group LLC 0.20% Add +9.0% 968 $713K
Claret Asset Management Corp 0.08% Add +1.7% 966 $711K
Cathy Pareto & Associates, Inc. 0.42% Add +14.8% 964 $711K
InTrack Investment Management Inc 0.35% Reduce -1.0% 962 $708K
Forte Asset Management LLC 0.29% Add +24.7% 960 $708K
Crown Wealth Group, LLC 0.18% Add +23.8% 961 $708K
AIMZ Investment Advisors, LLC 0.19% No change 959 $706K
KKM Financial LLC 0.10% Reduce -87.2% 959 $706K
KWB Wealth 0.06% Add +16.8% 959 $706K
Reynders McVeigh Capital Management, LLC 0.03% Add +20.2% 953 $702K
Headland Capital, LLC 0.17% Add +3.0% 953 $702K
Alchemi Wealth, LLC 0.33% Reduce -16.6% 950 $700K
Sunrise Financial Services, LLC 0.42% Add +4.6% 949 $699K
Rosenberg Matthew Hamilton 0.13% No change 948 $698K
Strategic Investment Advisors / MI 0.04% Add +9.0% 946 $697K
NorthAvenue LLC 0.50% Reduce -0.5% 946 $697K
Hershey Financial Advisers, LLC 0.50% New 946 $697K
Nicholson Wealth Management Group, LLC 0.41% No change 945 $696K
Kondo Wealth Advisors, Inc. 0.23% Add +8.0% 944 $695K
SWAN Capital LLC 0.24% Reduce -46.8% 944 $695K
Culbertson A N & Co. Inc. 0.08% Reduce -8.4% 941 $693K
Southeast Asset Advisors, LLC 0.07% Add +17.1% 939 $692K
Pitcairn Wealth Advisors LLC 0.08% No change 939 $691K
Capital CS Group, LLC 1.01% Reduce -17.5% 936 $689K
Shepherd Kaplan Krochuk, LLC 0.55% Add +0.3% 935 $689K
Orcam Financial Group 0.34% No change 934 $688K
TPG Advisors LLC 0.38% Add +0.8% 933 $687K
NerdWallet Wealth Partners, LLC 0.24% Add +19.1% 930 $685K
Opus Financial Solutions LLC 0.55% Reduce -1.2% 929 $684K
Manuka Financial, LLC 0.35% Add +30.1% 929 $684K
Troutman Wealth Management, LLC 0.53% Reduce -0.3% 927 $683K
Penbrook Management LLC 0.43% No change 925 $681K
TL Private Wealth 0.25% No change 956 $678K
Successful Portfolios LLC 0.32% Add +20.8% 936 $678K
First Bancorp, Inc 0.27% Reduce -0.5% 920 $677K
Wrenne Financial Planning LLC 0.23% No change 920 $677K
Cove Private Wealth, LLC 0.13% Add +124.4% 920 $677K
Brandywine Trust Co. 0.11% Add +4.1% 920 $677K
RW Investment Management LLC 0.06% No change 919 $677K
L. Roy Papp & Associates, LLP 0.07% Add +3.4% 918 $676K
AlpenGlobal Capital LLC 0.43% Add +0.3% 917 $675K
Nottingham Advisors, Inc. 0.08% Reduce -0.5% 970 $675K
Bluesphere Advisors LLC 0.21% No change 916 $675K
WestHill Financial Advisors, Inc. 0.11% Reduce -10.7% 915 $674K
Parkwoods Wealth Partners, LLC 0.11% Add +10.6% 915 $674K
Hamilton Capital, LLC 0.03% No change 915 $674K
Fortune Financial Advisors, LLC 0.29% No change 910 $670K
Fonville Wealth Management LLC 0.11% Reduce -1.0% 904 $666K
Stenger Family Office, LLC 0.11% Add +27.2% 903 $665K
Highland Financial Advisors, LLC 0.15% Add +52.1% 902 $664K
Mfa Wealth Advisors, LLC 0.11% Reduce -50.7% 902 $664K
Brady Martz Wealth Solutions, LLC 0.10% Add +7.9% 901 $663K
Accelerate Investment Advisors LLC 0.38% Add +10.0% 901 $663K
Private Management Group Inc. 0.02% Reduce -0.3% 900 $662K
Bryant Woods Investment Advisors, LLC 0.18% Add +2.2% 897 $660K
TFO Wealth Partners, LLC 0.07% Add +33.0% 895 $659K
SIH Partners, LLLP 0.03% Reduce -8.5% 891 $656K
Planning Alternatives Ltd. 0.07% No change 891 $656K
Long Island Wealth Management, Inc. 0.27% No change 890 $655K
Sykon Capital LLC 0.20% Reduce -86.5% 887 $653K
Loudon Investment Management, LLC 0.32% Add +4.4% 884 $651K
Valley Wealth Managers, Inc. 0.04% Reduce -22.9% 882 $650K
Monograph Wealth Advisors, LLC 0.05% Reduce -12.4% 881 $649K
Versant Capital Management, Inc 0.06% Add +36.4% 880 $648K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.6% 880 $648K
Compass Planning Associates Inc 0.35% New 879 $647K
First Long Island Investors, LLC 0.05% No change 875 $644K
Curbstone Financial Management Corp 0.11% Add +17.5% 872 $642K
Navellier & Associates Inc. 0.05% New 872 $642K
Mountain Pacific Investment Advisers LLC 0.10% No change 871 $641K
Great Point Wealth Advisors, LLC 0.10% Reduce -2.8% 870 $641K
RPg Family Wealth Advisory, LLC 0.11% Add +4.5% 869 $640K
Koa Wealth Management, LLC 0.43% Reduce -8.1% 864 $636K
Compagnie Lombard Odier SCmA 0.01% New 863 $636K
CFO4Life Group, LLC 0.09% Reduce -62.4% 862 $634K
Lakeridge Wealth Management LLC 0.23% No change 861 $634K
Macro Advisors, Inc. 0.20% No change 861 $634K
Brooklyn FI, LLC 0.12% Reduce -1.1% 898 $633K
Shared Vision Wealth Group LLC 0.22% No change 860 $633K
Consilium Wealth Advisory, LLC 0.19% Reduce -5.2% 858 $632K
Philadelphia Trust Co. 0.04% Reduce -4.6% 858 $632K
Foster & Motley Inc. 0.03% Reduce -0.1% 858 $632K
Independent Wealth Advisors LLC 0.57% Reduce -22.4% 857 $631K
Chatterton & Associates Inc. 0.37% Add +4.2% 872 $631K
Wedgewood Investors Inc. 0.65% Reduce -0.5% 855 $630K
Peak Financial Management, Inc. 0.14% No change 855 $630K
Twin Lakes Capital Management, LLC 0.24% No change 853 $628K
Provident Wealth Management, LLC 0.16% No change 851 $627K
Sargent Investment Group, LLC 0.08% Add +16.4% 851 $627K
Three Cord True Wealth Management, LLC 0.30% Reduce -3.0% 851 $627K
Primoris Wealth Advisors, LLC 0.29% Add +2.3% 850 $626K
Councilmark Asset Management, LLC 0.33% No change 850 $626K
Miramar Capital, LLC 0.14% Reduce -0.5% 848 $624K
Summit Wealth & Retirement Planning, Inc. 0.13% Reduce -12.3% 848 $624K
Boston Research & Management Inc. 0.14% Reduce -2.1% 847 $624K
Catalyst Investment Management LLC 0.56% New 845 $622K
Resurgent Financial Advisors LLC 0.17% Add +140.1% 845 $622K
Valley Forge Investment Consultants Inc. Adv 0.16% No change 845 $622K
Liberty Atlantic Advisors LLC 0.45% Add +3.2% 844 $622K
Benchmark Investment Advisors LLC 0.27% Add +2.8% 843 $621K
Opus Capital Group, LLC 0.06% No change 840 $619K
AGH Wealth Advisors, LLC 0.39% Reduce -8.7% 840 $619K
OMNI 360 Wealth, Inc. 0.28% No change 835 $615K
Blue Line Capital, LLC / IL 0.53% Reduce -0.1% 834 $614K
Dixon Fnancial Services, Inc. 0.25% Reduce -2.6% 834 $614K
Chancellor Financial Group WB LP 0.38% Add +1.0% 832 $613K
Sentinel Advisory Group, LLC 0.25% Add +4.7% 831 $612K
Flaharty Asset Management, LLC 0.87% Reduce -91.0% 857 $611K
Windsor Capital Management, LLC 0.16% Reduce -5.5% 828 $610K
GK Wealth Management LLC 0.37% Add +22.0% 827 $610K
GW Henssler & Associates Ltd. 0.03% Add +28.6% 827 $609K
REDW Wealth LLC 0.22% Reduce -2.4% 825 $608K
Bearing Point Capital, LLC 0.08% Reduce -3.5% 825 $608K
Spectrum Planning & Advisory Services Inc. 0.27% Add +11.6% 821 $605K
Bedel Financial Consulting, Inc. 0.06% Add +9.5% 821 $605K
Bernicke Wealth Management, Ltd. 0.07% New 821 $605K
Syntax Research, Inc. 0.44% No change 818 $603K
Blue Chip Partners, LLC 0.04% Reduce -1.8% 817 $602K
Goldenstone Wealth Management LLC 0.39% Reduce -8.0% 813 $599K
Hurlow Wealth Management Group, Inc. 0.12% No change 812 $598K
Fulcrum Wealth Advisors, LLC 0.46% Add +38.4% 811 $597K
Asset Management One Co., Ltd. 0.00% Add +206.1% 808 $595K
Commerce Advisors, LLC 0.32% Reduce -0.4% 808 $595K
LightSquare Wealth Management, LLC 0.41% Add +0.8% 806 $593K
LVZ, Inc. 0.06% No change 803 $591K
Hartmann Taylor Wealth Management, LLC 0.39% No change 1,022 $590K
Del-Sette Capital Management, LLC 0.34% No change 800 $589K
PCM Encore, LLC 0.10% Reduce -1.0% 799 $588K
Mustard Seed Financial, LLC 0.30% Add +97.8% 795 $585K
Calder Financial LLC 0.55% Add +5.3% 795 $585K
Sensible Money, LLC 0.15% Add +2.7% 793 $584K
Rooted Wealth Advisors, Inc. 0.14% Add +3.1% 792 $584K
Carson Advisory Inc. 0.27% Reduce -2.3% 792 $583K
Hohimer Wealth Management, LLC 0.06% Add +3.1% 791 $582K
Symmetry Partners, LLC 0.03% Add +61.9% 790 $582K
Meridian Wealth Partners, LLC 0.07% Reduce -14.1% 790 $582K
Commonwealth Retirement Investments LLC 0.16% Add +1.4% 790 $581K
Missouri Trust & Investment Co 0.16% Reduce -6.6% 845 $581K
Vestor Capital, LLC 0.04% Add +413.8% 3,201 $579K
Ahara Advisors LLC 0.39% Reduce -20.3% 786 $579K
Tectonic Advisors LLC 0.03% Add +2.9% 784 $577K
Woodward Diversified Capital, LLC 0.25% Add +16.2% 783 $577K
Charter Capital Management, LLC\DE 0.25% Add +1.0% 780 $575K
Westshore Wealth, LLC 0.18% Reduce -5.7% 779 $574K
Tiller Private Wealth, Inc. 0.18% Add +1.3% 778 $573K
Markowski Investments 0.13% — 776 $572K
MRA Advisory Group 0.21% No change 776 $571K
HTG Investment Advisors, Inc. 0.15% No change 774 $570K
Providence Financial Advisors, LLC 0.32% No change 774 $570K
Gallacher Capital Management LLC 0.32% Reduce -1.8% 774 $570K
Stokes Family Office, LLC 0.07% Reduce -1.6% 773 $569K
Baugh & Associates, LLC 0.25% Reduce -5.3% 770 $567K
Butensky & Cohen Financial Security, Inc. 0.14% Reduce -5.9% 770 $567K
Advantage Trust Co 0.20% New 770 $567K
Avant Capital LLC 0.35% Add +13.3% 768 $565K
S Harris Financial Group, LLC 0.44% Reduce -15.9% 767 $565K
Paladin Wealth, LLC 0.33% Add +30.7% 767 $565K
Mission Financial Group, LLC 0.47% — 766 $564K
BFI Infinity Ltd. 0.27% No change 766 $564K
Trust Co of the South 0.08% Add +8.0% 766 $564K
Aspiring Ventures, LLC 0.15% New 766 $564K
Vanguard Capital Wealth Advisors 0.38% No change 765 $563K
Pension & Wealth Management Advisors, Inc. 0.15% Reduce -8.6% 764 $563K
American Wealth Advisors, LLC 0.53% No change 763 $562K
Bangor Savings Bank 0.04% Add +4.7% 762 $561K
Highland Capital Management, LLC 0.03% Reduce -21.2% 760 $560K
Collective Family Office LLC 0.11% No change 760 $560K
Kenora Financial, LLC 0.17% Reduce -2.8% 758 $558K
Upper Left Wealth Management, LLC 0.31% Add +0.4% 756 $557K
Adelphi Trust Co 0.37% Reduce -12.2% 756 $557K
Wood Tarver Financial Group, LLC 0.13% Add +3.3% 756 $556K
Vann Equity Management LLC 0.34% Reduce -14.9% 751 $553K
Kirr Marbach & Co. LLC 0.09% No change 750 $553K
Clark Wealth Partners 0.31% No change 750 $553K
Parker Financial LLC 0.20% No change 750 $552K
Skylands Capital, LLC 0.07% No change 750 $552K
Sculati Wealth Management, LLC 0.18% No change 792 $551K
Avion Wealth 0.10% Reduce -0.3% 748 $550K
Kingsbury Capital Investment Advisors LLC 0.46% New 746 $549K
KMT Wealth Management, LLC 0.46% New 746 $549K
Fiscal Wisdom Wealth Management, LLC 0.47% Add +0.8% 746 $549K
LTG Capital LLC 0.37% Reduce -3.8% 745 $549K
Collar Capital Management, LLC 0.32% Reduce -13.6% 745 $549K
AssuredPartners Investment Advisors, LLC 0.05% Add +4.1% 744 $548K
Legacy Capital Group California, Inc. 0.17% Add +0.1% 743 $547K
GLR Partners, LLC 0.25% Add +1.2% 743 $547K
Strathmore Capital Advisors, Inc. 0.15% No change 770 $546K
YANKCOM Partnership 0.20% Add +1.5% 741 $546K
Towerpoint Wealth, LLC 0.19% Reduce -37.3% 741 $545K
Spectrum Financial Alliance Ltd LLC 0.08% Reduce -0.3% 739 $544K
Integras Partners LLC 0.30% Add +2.9% 737 $543K
Axq Capital, LP 0.06% New 737 $543K
Sara-Bay Financial 0.14% Reduce -2.1% 736 $542K
Abound Financial, LLC 0.22% No change 735 $541K
Wisconsin Capital Management LLC 0.26% Add +1.2% 734 $541K
Canvas Wealth Advisors, LLC 0.08% Reduce -27.3% 734 $541K
Canopy Partners, LLC 0.16% Reduce -2.0% 733 $540K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +22.6% 732 $540K
Carnegie Lake Advisors LLC 0.20% Add +42.1% 732 $539K
1776 Wealth LLC 0.19% No change 732 $539K
CNB Bank 0.21% Add +5.3% 729 $537K
Collaborative Capital Advisors LLC 0.34% — 728 $536K
Foundry Financial LLC 0.18% Add +15.0% 727 $536K
Next Level Private LLC 0.10% Reduce -5.7% 726 $535K
CLG LLC 0.12% Add +14.5% 726 $534K
Buckhead Capital Management LLC 0.18% Add +1.5% 726 $534K
Schwarz Dygos Wheeler Investment Advisors LLC 0.10% Add +33.0% 725 $534K
Heritage Family Offices, LLP 0.21% Add +16.1% 723 $532K
Old Peak Finance LLC 0.26% Reduce -1.4% 723 $532K
Pacific Excel Wealth Advisors, Inc. 0.21% New 723 $532K
Schrum Private Wealth Management LLC 0.55% Reduce -11.2% 1,090 $532K
SK Wealth Management, LLC 0.12% Add +0.1% 737 $531K
Shira Ridge Wealth Management 0.19% No change 722 $531K
Atwater Malick LLC 0.12% No change 721 $531K
Kaufman Rossin Wealth, LLC 0.25% Add +0.8% 734 $531K
EagleClaw Capital Managment, LLC 0.07% Reduce -2.0% 720 $530K
Arbor Trust Wealth Advisors, LLC 0.21% No change 720 $530K
Financial & Tax Architects, LLC 0.11% Reduce -8.4% 718 $529K
Brio Consultants, LLC 0.06% Add +0.3% 717 $528K
Citrine Capital LLC 0.20% Add +35.3% 717 $528K
Goelzer Investment Management, Inc. 0.02% Reduce -54.8% 717 $528K
Francis Financial, Inc. 0.09% Add +0.8% 715 $527K
Guardian Partners Inc. 0.05% Add +50.2% 715 $527K
Lantern Wealth Advisors, LLC 0.24% No change 714 $526K
New Insight Wealth Advisors 0.15% Add +71.8% 713 $525K
Myecfo, LLC 0.20% No change 712 $524K
Capital Investment Counsel, Inc 0.06% Reduce -12.4% 712 $524K
MN Wealth Advisors, LLC 0.22% Reduce -3.4% 711 $524K
Bourgeon Capital Management LLC 0.08% Add +16.6% 711 $524K
Compass Wealth Management LLC 0.10% New 711 $524K
Mycio Wealth Partners, LLC 0.10% No change 710 $523K
Apeiron RIA LLC 0.13% Reduce -8.4% 710 $523K
Gordian Advisors LLC 0.31% No change 709 $522K
Pavion Blue Capital, LLC 0.21% No change 708 $521K
Wealthstar Advisors, LLC 0.26% Add +0.7% 708 $521K
Corundum Group, Inc. 0.15% No change 706 $520K
Matthew Goff Investment Advisor, LLC 0.09% No change 706 $520K
Addison Advisors LLC 0.24% Reduce -52.4% 704 $518K
Caxton Associates LLP 0.01% Add +18.8% 701 $516K
Eubel Brady & Suttman Asset Management Inc. 0.07% No change 701 $516K
Vertrix Wealth Management, LLC 0.17% Reduce -37.0% 698 $514K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.40% No change 696 $513K
marrick wealth, LLC 0.36% New 696 $513K
Note Advisors, LLC 0.22% No change 696 $513K
von Borstel & Associates, Inc. 0.10% No change 695 $512K
ESL Trust Services, LLC 0.09% Add +73.3% 693 $510K
KMG Fiduciary Partners, LLC 0.05% Reduce -32.7% 693 $510K
Willis Johnson & Associates, Inc. 0.03% Reduce -30.8% 693 $510K
Optimus Capital Advisors, LLC 0.27% Reduce -3.5% 692 $510K
RFP Financial Group LLC 0.23% New 692 $510K
First Hawaiian Bank 0.06% No change 689 $507K
Arrien Investments, Inc. 0.26% No change 688 $507K
Veratis Advisors, Inc. 0.36% — 688 $506K
Peak Wealth Management LLC 0.36% Add +16.2% 687 $506K
Solutions 4 Wealth, Ltd 0.65% Reduce -22.6% 686 $505K
Altura Wealth Advisors Inc. 0.17% Add +12.8% 685 $505K
Mengis Capital Management, Inc. 0.08% No change 685 $504K
Evermay Wealth Management LLC 0.05% Add +24.4% 683 $503K
Lee Danner & Bass Inc. 0.03% Add +8.2% 683 $503K
Zevin Asset Management LLC 0.07% Reduce -54.1% 681 $501K
Millington Financial Advisors, LLC 0.20% Add +6.0% 719 $500K
Pines Wealth Management, LLC 0.14% New 678 $500K
Tandem Capital Management Corp. 0.21% Add +1.5% 678 $499K
Authentikos Wealth Advisory, LLC 0.32% No change 678 $499K
Cetera Trust Company, N.A 0.25% Add +1.5% 677 $499K
Elser Financial Planning, Inc 0.02% No change 676 $498K
Bank of New Hampshire 0.10% Reduce -0.1% 676 $498K
Atlantic Family Wealth, LLC 0.32% Add +22.1% 675 $497K
Kinloch Capital, LLC 0.18% No change 675 $497K
Shepherd Street Advisors LLC 0.44% Reduce -5.6% 691 $496K
Napier Financial, LLC 0.10% No change 673 $496K
Hill Investment Group Partners, LLC 0.05% New 672 $495K
TRB Wealth Management, LLC 0.07% Reduce -49.2% 672 $495K
DWR Wealth Management, LLC 0.37% Add +0.6% 682 $494K
Elevated Financial Group LLC 0.14% Reduce -42.0% 670 $493K
SevenBridge Financial Group, LLC 0.07% Reduce -2.0% 681 $492K
Gainplan LLC 0.19% Add +90.9% 668 $492K
New Republic Capital, LLC 0.11% No change 667 $491K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +72.3% 667 $491K
R2 Capital Strategies, LLC 0.22% — 665 $490K
Roberts Glore & Co. Inc. 0.12% No change 664 $489K
Cornerstone Financial Group, LLC 0.30% No change 664 $489K
BWM Planning, LLC 0.11% New 663 $488K
Phillips Financial Management, LLC 0.04% Reduce -1.5% 662 $488K
Landing Point Financial Group, LLC 0.17% Reduce -0.5% 662 $488K
Mayfair Advisory Group, LLC 0.15% No change 711 $487K
Core Wealth Advisors, Inc. 0.10% New 660 $486K
Orgel Wealth Management, LLC 0.01% Add +33.1% 660 $486K
Quadrant Capital Group LLC 0.01% No change 660 $486K
Gallagher Fiduciary Advisors, LLC 0.02% Add +2.0% 660 $486K
LifeWealth Investments, LLC 0.13% Add +27.4% 660 $486K
Washington Trust Advisors, Inc. 0.04% Reduce -2.9% 660 $486K
V2 Financial group LLC 0.18% Reduce -2.7% 657 $484K
Hopwood Financial Services, Inc. 0.28% Reduce -24.1% 657 $484K
LCM Capital Management Inc 0.21% Add +4.8% 656 $483K
Veltria Advisors Corp. 1.48% No change 656 $483K
Sloy Dahl & Holst, LLC 0.06% No change 655 $482K
Ruggaard & Associates LLC 0.17% No change 654 $482K
MADDEN SECURITIES Corp 0.13% Reduce -42.9% 653 $481K
Letson Investment Management, Inc. 0.18% No change 652 $480K
CMH Wealth Management LLC 0.07% Reduce -3.7% 651 $480K
Udine Wealth Management, Inc. 0.20% No change 651 $479K
Park Square Financial Group, LLC 4.33% Reduce -31.1% 651 $479K
Matisse Capital 0.19% Add +8.0% 650 $479K
Keb Asset Management, LLC 0.08% Add +4.3% 650 $479K
Old Second National Bank of Aurora 0.09% Reduce -10.3% 650 $479K
Santori & Peters, Inc. 0.13% Add +0.6% 649 $478K
Keeler & Nadler Financial Planning & Wealth Management 0.14% Add +2.0% 649 $478K
Tufton Capital Management 0.08% Add +5.7% 649 $478K
Sutton Place Investors LLC 0.23% No change 649 $478K
Strategic Point Investment Advisors, LLC 0.06% Add +3.3% 649 $478K
Rare Wolf Capital LLC 0.31% No change 647 $476K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -1.5% 647 $476K
Avalon Trust Co 0.03% Reduce -11.0% 647 $476K
New Hampshire Trust 0.09% No change 646 $476K
Altiora Financial Group, LLC 0.07% Add +11.0% 645 $475K
Rise Advisors, LLC 0.13% Reduce -21.3% 645 $475K
Ratan Capital Management LP 0.15% Reduce -50.8% 15,000 $474K
Ellevest, Inc. 0.06% New 681 $472K
Payne Capital Management, LLC 0.13% Reduce -70.4% 639 $471K
Daner Wealth Management, LLC 0.25% Add +0.2% 642 $470K
KTF Investments, LLC 0.05% Add +8.9% 637 $469K
Next Level Wealth Planning, LLC 0.21% Add +9.1% 637 $469K
Cranbrook Wealth Management, LLC 0.09% Add +123.2% 636 $468K
Libra Wealth LLC 0.12% Reduce -50.9% 636 $468K
Trueblood Wealth Management, LLC 0.16% Add +0.8% 635 $468K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -1.6% 633 $466K
Blodgett Wealth Advisors, LLC 0.31% No change 633 $466K
Hexagon Capital Partners LLC 0.07% Reduce -2.8% 633 $466K
Puff Wealth Management, LLC 0.47% — 632 $465K
Mountain Hill Investment Partners Corp. 0.26% No change 631 $465K
Hunter Associates Investment Management LLC 0.05% Reduce -0.2% 631 $464K
Chico Wealth RIA 0.24% No change 630 $464K
tru Independence LLC 0.20% Reduce -3.1% 630 $464K
Signature Resources Capital Management, LLC 0.18% Add +18.9% 629 $463K
Clearwave Capital, LLC 0.26% Add +0.2% 628 $463K
Grandfield & Dodd, LLC 0.02% No change 628 $462K
ARK & TLK Investments, LLC 0.11% Add +0.2% 628 $462K
RMG Wealth Management LLC 0.05% No change 638 $462K
Elgethun Capital Management 0.06% No change 627 $461K
Single Point Partners, LLC 0.08% Reduce -3.8% 626 $461K
Strategic Planning Group, LLC 0.05% No change 625 $461K
Trinity Financial Advisors LLC 0.12% Reduce -8.8% 623 $460K
Olympiad Research LP 0.95% New 622 $458K
Aull & Monroe Investment Management Corp 0.19% Add +10.7% 620 $457K
Hudson Portfolio Management LLC 0.34% Reduce -6.8% 619 $456K
Wiser Advisor Group LLC 0.50% No change 618 $455K
FOCUS Wealth Advisors, LLC 0.21% No change 615 $453K
Braun-Bostich & Associates Inc. 0.25% Reduce -1.0% 614 $452K
New England Professional Planning Group Inc. 0.17% Add +55.1% 611 $450K
MTCO Ltd. 0.17% New 611 $450K
CGC Financial Services, LLC 0.10% No change 611 $450K
American Asset Management Inc. 0.37% Reduce -45.0% 610 $449K
Clean Yield Group 0.11% No change 610 $449K
Mandatum Life Insurance Co Ltd 0.08% No change 610 $449K
Rench Wealth Management, Inc. 0.12% Add +0.8% 609 $449K
Berman McAleer LLC 0.05% No change 609 $448K
Glass Wealth Management Co LLC 0.15% No change 609 $448K
Worth Financial Advisory Group, LLC 0.19% New 607 $447K
Capstone Wealth Management Group, Inc. 0.27% — 606 $446K
Hendershot Investments Inc. 0.06% No change 605 $446K
Founders Grove Wealth Partners, LLC 0.09% Reduce -13.1% 604 $445K
Burton Enright Welch 0.05% Reduce -7.7% 604 $444K
Regimen Wealth, LLC 0.12% Add +46.7% 603 $444K
Trevian Wealth Management LLC 0.19% No change 602 $443K
Tevis Investment Management 0.24% No change 602 $443K
Adell Harriman & Carpenter Inc. 0.02% Reduce -16.6% 600 $442K
Forza Wealth Management, LLC 0.14% Reduce -32.6% 600 $442K
Pioneer Trust Bank N A 0.10% No change 600 $442K
ExodusPoint Capital Management, LP 0.00% Reduce -97.6% 599 $441K
West Wealth Group, LLC 0.07% Reduce -40.0% 598 $441K
Midwest Financial Network, LLC 0.30% Reduce -17.0% 599 $441K
Alpha Financial Advisors, LLC 0.12% No change 598 $440K
Rodgers & Associates, LTD 0.04% Reduce -16.1% 597 $440K
Farmers National Bank 0.09% Reduce -33.0% 597 $440K
Thomasville National Bank 0.02% — 597 $440K
Downshift Financial, LLC 0.20% No change 595 $438K
Leigh Baldwin & Co., LLC 0.24% Reduce -21.4% 594 $437K
Portus Wealth Advisors, LLC 0.36% Reduce -1.0% 593 $437K
City State Bank 0.10% Add +18.4% 592 $436K
Interchange Capital Partners, LLC 0.08% No change 592 $436K
Cookson Peirce & Co. Inc. 0.01% Add +60.2% 591 $435K
Goepper Burkhardt LLC 0.13% Reduce -24.9% 589 $434K
City National Bank of Florida 0.18% New 588 $433K
Curio Wealth, LLC 0.13% Add +2.8% 588 $433K
Baldwin Investment Management, LLC 0.04% Add +61.7% 587 $432K
Adkins Seale Capital Management LLC 0.38% No change 584 $430K
RKL Wealth Management LLC 0.03% Add +20.9% 584 $430K
North Berkeley Wealth Management, LLC 0.17% Add +17.1% 583 $429K
Sendero Wealth Management, LLC 0.04% No change 583 $429K
Kingsman Wealth Management, Inc. 0.20% No change 582 $429K
Biondo Investment Advisors, LLC 0.05% No change 582 $429K
Rodgers Brothers Inc. 0.04% No change 581 $428K
Strategic Investment Solutions, Inc. 0.10% Reduce -8.4% 580 $427K
Carlson Financial, Inc. 0.22% Reduce -1.0% 579 $426K
Paces Ferry Wealth Advisors, LLC 0.16% Reduce -5.4% 579 $426K
Integris Wealth Management, LLC 0.09% Reduce -3.2% 579 $426K
Mason & Associates Inc 0.07% Add +1.4% 578 $426K
Navigate Wealth Management, LLC 0.26% No change 611 $425K
Investment Insight Wealth Management, LLC 0.37% Add +14.9% 577 $425K
Laurel Wealth Advisors LLC 0.04% Add +0.5% 575 $423K
Centerpoint Advisors, LLC 0.12% Add +39.3% 574 $423K
John G Ullman & Associates Inc. 0.05% Add +51.5% 574 $423K
Brown Financial Advisors 0.15% Add +17.9% 573 $422K
Presper Financial Architects, LLC 0.22% Reduce -1.0% 572 $422K
Hidden Cove Wealth Management, LLC 0.23% Reduce -0.3% 572 $421K
Retiremitten Financial LLC 0.18% Add +18.5% 570 $420K
Allred Capital Management, LLC 0.14% Add +2.1% 570 $420K
Elevate Wealth Advisory, Inc. 0.24% No change 569 $419K
Clear Investment Research, LLC 0.65% Reduce -0.2% 569 $419K
Rossmore Private Capital 0.03% New 567 $418K
Security National Bank of So Dak 0.19% No change 567 $418K
Financial Security Advisor, Inc. 0.07% Reduce -5.7% 567 $417K
Harbour Capital Advisors, LLC 0.08% No change 575 $417K
DecisionMap Wealth Management, LLC 0.23% Add +15.5% 566 $417K
RBA Wealth Management, LLC 0.15% Reduce -27.5% 566 $417K
Bishop & Co Investment Management, LLC 0.13% No change 566 $417K
Rede Wealth, LLC 0.14% Add +7.6% 564 $415K
FLC Capital Advisors 0.07% Reduce -41.5% 564 $415K
Revere Asset Management, Inc 0.16% New 562 $414K
Hurley Capital, LLC 0.21% Add +136.7% 561 $413K
Clarity Wealth Development LLC 0.23% Reduce -15.2% 560 $413K
First American Bank 0.02% Reduce -51.0% 560 $412K
L.K. Benson & Company, P.C. 0.12% No change 558 $411K
Wheels Up Wealth, Inc. 0.35% No change 557 $410K
Legacy Financial Group LLC 0.05% Reduce -6.2% 557 $410K
Cherry Tree Wealth Management, LLC 0.08% Reduce -4.5% 556 $410K
PTM Wealth Management, LLC 0.18% Add +0.8% 598 $409K
Directional Asset Management 0.39% New 556 $409K
DMC Group, LLC 0.28% Reduce -14.9% 555 $409K
IMZ Advisory Inc 0.13% Reduce -2.5% 554 $408K
Houlihan Financial Resource Group, Ltd. 0.15% No change 554 $408K
TriaGen Wealth Management LLC 0.10% Reduce -71.5% 553 $407K
Verus Financial Partners, Inc. 0.03% Reduce -2.3% 553 $407K
Auxano Advisors, LLC 0.08% Reduce -33.6% 552 $406K
Constitution Capital LLC 0.21% No change 551 $406K
Mainstay Capital Management LLC 0.03% Reduce -4.8% 550 $405K
Burkett Financial Services, LLC 0.13% Reduce -2.1% 550 $405K
Shaker Financial Services, LLC 0.13% Reduce -5.7% 549 $405K
Continuum Wealth Advisors, LLC 0.14% New 548 $404K
Clarity Retirement & Wealth, LLC 0.28% Add +42.2% 546 $402K
Copia Wealth Management 0.24% Reduce -1.1% 546 $402K
LMG Wealth Partners, LLC 0.06% Add +9.7% 545 $402K
Shakespeare Wealth Management, LLC 0.11% New 542 $399K
Mark Sheptoff Financial Planning, LLC 0.21% No change 542 $399K
Providence Capital Advisors, LLC 0.06% Add +12.5% 541 $398K
Sunpointe, LLC 0.11% Reduce -2.0% 540 $398K
Oliver Luxxe Assets LLC 0.06% Reduce -1.8% 540 $398K
Haven Private, LLC 0.15% Add +8.7% 539 $397K
Lutz Financial Services LLC 0.02% No change 539 $397K
Freedom Day Solutions, LLC 0.09% Add +3.9% 535 $394K
Drive Wealth Management, LLC 0.07% Reduce -37.8% 534 $394K
Demming Financial Services Corp. 0.25% Add +0.2% 534 $393K
Financial Counselors Inc. 0.54% No change 533 $393K
Clay Northam Wealth Management, LLC 0.19% No change 533 $393K
Wayfinding Financial, LLC 0.15% Add +2.7% 533 $392K
Professional Financial Solutions LLC 0.30% No change 532 $392K
Baldwin Wealth Partners LLC 0.03% Reduce -11.7% 531 $391K
Jacobs & Co. 0.03% No change 532 $391K
DDD Partners, LLC 0.02% Reduce -0.6% 530 $390K
Hoge Financial Services, LLC 0.19% No change 530 $390K
IFS Group,LLC 0.54% Add +23.3% 530 $390K
Creative Capital Management Investments LLC 0.09% Add +23.4% 528 $389K
ArborFi Advisors, LLC 0.28% Reduce -6.9% 526 $387K
Measured Risk Portfolios, Inc. 0.34% No change 524 $386K
Flagstone Financial Management 0.09% Reduce -2.2% 524 $386K
Bull Oak Capital, LLC 0.13% Add +27.3% 523 $385K
Providence First Trust Co 0.11% Reduce -36.5% 523 $385K
VestGen Investment Management 0.20% Reduce -4.7% 523 $385K
Southern Financial Group, LLC 0.10% Add +3.0% 522 $385K
WFA of San Diego, LLC 0.31% Reduce -12.2% 524 $384K
Nestegg Advisors, Inc. 0.27% No change 520 $383K
Ethic Inc. 0.00% New 520 $383K
SFI Advisors, LLC 0.33% New 518 $381K
Shearwater Capital LLC 0.18% No change 518 $381K
Olistico Wealth, LLC 0.16% No change 517 $381K
VAUGHAN & Co SECURITIES, INC. 0.18% Reduce -0.6% 516 $380K
Churchill Financial Advisors, LLC 0.07% No change 515 $379K
Johnson Bixby & Associates, LLC 0.04% New 515 $379K
Summit Investment Advisory Services, LLC 0.10% Add +12.7% 515 $379K
SilverOak Wealth Management LLC 0.05% Add +0.4% 514 $379K
Talisman Wealth Advisors LLC 0.28% New 513 $378K
Etesian Wealth Advisors, Inc. 0.11% No change 513 $378K
Stewardship Concepts Financial Services LLC 0.25% New 513 $378K
Legacy Wealth Management, LLC 0.02% Reduce -3.8% 513 $377K
Hudson Capital Management LLC 0.09% No change 512 $377K
Salvus Wealth Management, LLC 0.21% Reduce -13.1% 512 $377K
Delta Financial Advisors LLC 0.09% No change 511 $376K
Wingate Wealth Advisors, Inc. 0.17% Add +7.1% 511 $376K
Elyxium Wealth, LLC 0.04% No change 509 $375K
Fairlight Advisors 0.31% — 509 $375K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 508 $374K
Centennial Advisors, LLC 0.45% Add +6.0% 508 $374K
One Wealth Map LLC 0.17% Reduce -9.0% 565 $374K
Wealth Management Resources, Inc. 0.12% Add +27.1% 507 $374K
N10 Wealth, LLC 0.13% — 507 $373K
Dover Advisors, LLC 0.15% Add +2.0% 607 $373K
Mosley Wealth Management 0.12% Reduce -12.0% 506 $373K
Brooks, Moore & Associates, Inc. 0.17% No change 505 $372K
Vision Capital Management, Inc. 0.04% No change 504 $371K
G2 Capital Management, LLC / Oh 0.08% No change 503 $370K
BHK Investment Advisors, LLC 0.11% Reduce -0.6% 503 $370K
Centrica Wealth Management, LLC 0.28% — 560 $369K
TPG Financial Advisors, LLC 0.11% No change 501 $369K
Ruedi Wealth Management, Inc. 0.09% No change 501 $369K
Muzinich & Co., Inc. 0.13% No change 500 $368K
Harvey Capital Management Inc. 0.08% No change 500 $368K
Gould Asset Management LLC 0.06% No change 500 $368K
Alexander Labrunerie & Co., Inc. 0.13% Reduce -5.0% 499 $368K
Emissary Wealth LLC 0.28% Reduce -2.7% 499 $367K
Financial Gravity Companies, Inc. 0.06% — 498 $367K
Postrock Partners LLC 0.15% No change 497 $366K
EnRich Financial Partners LLC 0.09% No change 497 $366K
Whitcomb & Hess, Inc. 0.08% Add +0.2% 496 $365K
FreeGulliver LLC 0.13% New 493 $363K
Cassady Wealth & Retirement Planning, LLC 0.17% Add +4.7% 492 $363K
True Link Financial Advisors, LLC 0.02% Reduce -14.6% 491 $361K
Grand Wealth Management, LLC 0.15% No change 490 $361K
First County Bank 0.17% Reduce -9.9% 489 $360K
Newman Dignan & Sheerar, Inc. 0.07% No change 487 $359K
Studio Investment Management LLC 0.06% Add +15.4% 486 $358K
Pinnacle Holdings, LLC 0.12% New 486 $358K
ForthRight Wealth Management, LLC 0.09% Add +1.3% 483 $356K
Graney & King, LLC 0.13% Add +111.4% 482 $355K
Piedmont Capital Management, LLC 0.22% No change 482 $355K
Capital Square, LLC 0.16% Add +10.9% 489 $355K
Entrewealth, LLC 0.13% New 496 $354K
New World Advisors LLC 0.06% Add +3.0% 481 $354K
Twelve Points Wealth Management LLC 0.07% No change 481 $354K
Tounjian Advisory Partners, LLC 0.15% New 481 $354K
Red Reef Advisors LLC 0.33% No change 480 $354K
R.H. Investment Group, LLC 0.27% No change 480 $353K
Thoma Capital Management LLC 0.19% Add +14.6% 479 $353K
Seneca Financial Advisors LLC 0.09% No change 479 $353K
GEM Asset Management, LLC 0.14% Reduce -16.0% 477 $351K
Paradigm, Strategies in Wealth Management, LLC 0.21% Reduce -5.2% 477 $351K
Holos Integrated Wealth LLC 0.16% Reduce -20.8% 495 $351K
ONE Advisory Partners, LLC 0.10% No change 476 $351K
LWM Advisors Inc. 0.30% Reduce -2.7% 476 $351K
RTD Financial Advisors, Inc. 0.04% New 476 $351K
Knightsbridge Asset Management, LLC 0.05% Reduce -5.9% 475 $350K
Fairfield, Bush & Co. 0.17% No change 475 $350K
Cary Street Partners Investment Advisory LLC 0.07% Add +13.9% 474 $349K
Stordahl Capital Management, Inc. 0.06% No change 474 $349K
3Chopt Investment Partners, LLC 0.07% No change 471 $347K
Sterneck Capital Management, LLC 0.15% Reduce -0.4% 471 $347K
Rogco, LP 0.11% No change 470 $346K
Banque Transatlantique SA 0.01% Reduce -18.4% 470 $346K
Marest Capital, LLC 0.17% No change 467 $344K
Seven Mile Advisory 0.23% No change 467 $344K
Planning Center, Inc. 0.03% New 467 $344K
United Financial Planning Group LLC 0.17% No change 467 $344K
Human Investing LLC 0.04% Reduce -12.1% 467 $344K
Lee Johnson Capital Management, LLC 0.11% Add +2.2% 466 $343K
Ballast, Inc. 0.06% Reduce -2.9% 466 $343K
Kelly Financial Services LLC 0.07% No change 466 $343K
Broadview Financial Management, LLC 0.21% No change 465 $343K
Burford Brothers, Inc. 0.13% Add +7.2% 464 $342K
Cidel Asset Management Inc. 0.02% No change 460 $339K
Beaird Harris Wealth Management, LLC 0.02% Add +394.6% 460 $339K
Cooper Capital Advisors LLC 0.15% New 459 $338K
Clarion Wealth Managment Partners, LLC 0.27% Add +0.2% 458 $337K
Leisure Capital Management 0.11% No change 458 $337K
Port Capital LLC 0.01% New 458 $337K
Sage Rhino Capital LLC 0.06% No change 458 $337K
TD Capital Management LLC 0.03% Add +6.3% 458 $337K
Douglass Winthrop Advisors, LLC 0.01% New 457 $337K
Newport Capital Group, LLC 0.19% Reduce -18.1% 454 $334K
Murphy & Mullick Capital Management Corp 0.21% Add +18.9% 454 $334K
Corrado Advisors, LLC 0.15% Add +5.1% 454 $334K
First Pacific Financial 0.04% Reduce -0.2% 452 $333K
Prosperity Advisers, LLC 0.24% Reduce -10.0% 450 $332K
Stonebridge Capital Advisors LLC 0.02% Reduce -16.5% 450 $332K
NFC Investments, LLC 0.08% No change 450 $331K
Hilton Head Capital Partners, LLC 0.17% Reduce -5.5% 448 $330K
MJT & Associates Financial Advisory Group, Inc. 0.22% No change 448 $330K
Wiser Wealth Management, Inc 0.06% New 448 $330K
Castleview Partners, LLC 0.14% Add +24.2% 447 $330K
RS Crum Inc. 0.06% Add +0.9% 447 $330K
Generation Capital Management LLC 0.20% Add +0.5% 447 $329K
Palatine Hill Wealth Management, LLC 0.26% New 445 $328K
Aventura Private Wealth, LLC 0.10% Reduce -12.7% 442 $325K
Premier Path Wealth Partners, LLC 0.04% No change 442 $325K
Equity Wealth Partners, LLC 0.12% New 442 $325K
Torrey-Payne Wealth Management, LLC 0.27% Reduce -1.1% 441 $325K
Yardley Wealth Management LLC 0.15% Reduce -13.4% 440 $324K
Acute Investment Advisory, LLC 3.43% Reduce -3.1% 440 $324K
CoreFirst Bank & Trust 0.16% Reduce -8.3% 440 $324K
Forbes J M & Co. LLP 0.03% No change 439 $323K
Investment Management Trust, LLC 0.29% Reduce -13.8% 437 $322K
Van Diest Capital, LLC 0.29% New 436 $321K
Causey Wealth LLC 0.13% No change 435 $320K
HighMark Wealth Management LLC 0.11% Add +0.5% 434 $320K
Kuhn & Co Investment Counsel 0.18% No change 433 $319K
Western Reserve Capital Management, LLC 0.24% No change 432 $318K
Weaver Capital Management LLC 0.07% No change 551 $318K
Townsend & Associates, Inc 0.03% Add +0.9% 456 $318K
Piscataqua Savings Bank 0.21% Reduce -9.6% 431 $317K
IFS Advisors, LLC 0.15% No change 431 $317K
Park Edge Advisors, LLC 0.07% Reduce -15.7% 431 $317K
Palladiem, LLC 0.31% No change 430 $317K
One Wealth Advisors, LLC 0.03% Add +20.5% 429 $316K
Maltin Wealth Management, Inc. 0.11% No change 428 $315K
Boston Partners 0.00% New 346 $315K
ASL Financial, LLC 0.22% No change 427 $314K
1834 Investment Advisors Co. 0.04% No change 427 $314K
Integrated Capital Management, Inc. 0.22% No change 427 $314K
Leverty Financial Group, LLC 0.06% Add +0.2% 426 $314K
Obsidian Cio, LLC 0.23% Reduce -53.4% 425 $313K
Steigerwald, Gordon & Koch Inc. 0.03% Add +20.4% 425 $313K
Hilltop Wealth Advisors, LLC 0.16% No change 425 $313K
Beacon Wealthcare LLC 0.10% No change 425 $313K
Phraction Management LLC 0.08% No change 425 $313K
CGN Advisors LLC 0.02% Add +9.5% 425 $313K
Elm Partners Management LLC 0.01% Reduce -0.7% 424 $312K
Mainstream Capital Management LLC 0.19% No change 423 $311K
Chesapeake Wealth Management 0.09% No change 423 $311K
Hardworking Capital Advisors, LLC 0.25% Reduce -1.4% 420 $309K
Middleton & Co. Inc. 0.03% Reduce -30.0% 420 $309K
Stone Loft Wealth Management LLC 0.18% Reduce -5.7% 430 $309K
Baer Investment Advisory LLC 0.37% Reduce -68.2% 426 $309K
Moisand Fitzgerald Tamayo, LLC 0.03% Add +140.8% 419 $309K
Paragon Financial Partners, Inc. 0.17% No change 440 $308K
Innovative Asset Advisors Group, LLC 0.13% New 418 $308K
Investors Research Corp 0.05% No change 417 $307K
Staley Capital Advisers Inc. 0.01% Add +1.7% 416 $306K
Independence Financial Advisors, LLC 0.08% No change 416 $306K
Bell & Brown Wealth Advisors, LLC 0.09% No change 415 $306K
American Capital Advisory, LLC 0.11% No change 415 $306K
Calydon Capital 0.04% Reduce -1.9% 415 $306K
Ogorek Anthony Joseph /NY/ 0.08% No change 415 $305K
Riverchase Wealth Management, LLC 0.14% No change 414 $305K
Dahring | Cusmano LLC 0.16% Reduce -3.7% 413 $304K
Sunburst Financial Group, LLC 0.05% Reduce -0.2% 412 $303K
Pacific Wealth Management 0.13% No change 412 $303K
Stage Harbor Financial, LLC 0.17% No change 410 $302K
Tilson Financial Group, Inc. 0.08% No change 410 $302K
Beckerman Institutional, LLC 0.14% No change 411 $301K
CAP Partners, LLC 0.15% Reduce -7.9% 409 $301K
626 Financial, LLC 0.12% No change 409 $301K
Paul R. Ried Financial Group, LLC 0.13% No change 409 $301K
Legacy PCG, LLC 1.49% Reduce -2.4% 416 $300K
Straight Path Wealth Management 0.07% New 407 $300K
ELCO Management Co., LLC 0.13% No change 406 $299K
Lathrop Investment Management Co. 0.05% No change 405 $299K
Orin Green Financial, LLC 0.11% No change 406 $299K
Investors Portfolio Services LLC 0.23% Reduce -6.3% 405 $298K
Hirtle & Co., LLC 0.01% No change 404 $298K
Legacy Wealth Management, LLC / MS 0.08% No change 403 $297K
Act Wealth Management, LLC 0.09% Add +0.5% 402 $296K
Thompson Davis & Co., Inc. 0.18% New 402 $296K
ARS Investment Partners, LLC 0.01% Reduce -15.7% 402 $296K
Indie Asset Partners, LLC 0.28% New 401 $295K
Sugar Maple Asset Management, LLC 0.19% Reduce -72.4% 400 $295K
Comprehensive Money Management Services LLC 0.19% Reduce -8.1% 400 $295K
Field & Main Bank 0.06% No change 400 $295K
Madison Asset Management, LLC 0.00% No change 400 $295K
Hennion & Walsh Asset Management, Inc. 0.01% New 399 $294K
Members Trust Co 0.01% No change 399 $294K
Hughes Financial Services, LLC 0.04% Add +2.3% 398 $293K
Turning Point Benefit Group, Inc. 0.13% Reduce -54.5% 401 $292K
MWA Asset Management 0.13% Reduce -11.6% 397 $292K
Asio Capital, LLC 0.04% No change 397 $292K
Balanced Rock Investment Advisors LLC 0.18% Reduce -2.7% 397 $292K
Daiichi Life International Holdings LLC 9.24% New 396 $292K
Allied Investment Advisors, LLC 0.04% Reduce -16.1% 396 $292K
Congress Asset Management Co. 0.00% No change 395 $291K
Old North State Wealth Management, LLC 0.12% Add +3.7% 391 $290K
Toews Corp. 0.04% Reduce -1.8% 392 $289K
Integrity Investment Advisors, LLC 0.13% Reduce -0.8% 391 $288K
Giverny Capital 0.01% New 391 $288K
Norris Perne & French LLP 0.01% New 390 $287K
Rowlandmiller & Partners.adv 0.05% Add +4.3% 390 $287K
Praetorian Wealth Management, Inc. 0.05% Reduce -13.4% 389 $286K
TFC Financial Management, Inc. 0.03% No change 389 $286K
Strid Group, LLC 0.03% New 388 $286K
Cascade Investment Group, Inc. 0.16% No change 388 $286K
Hager Investment Management Services, LLC 0.13% Reduce -2.5% 388 $286K
Decision Investments, Inc. 0.26% Reduce -1.0% 387 $285K
Cassilly Financial Group LLC 0.21% No change 387 $285K
Brown Miller Wealth Management, LLC 0.07% New 386 $284K
Financial Network Wealth Advisors LLC 0.29% Add +301.0% 385 $284K
Cedar Point Capital Partners, LLC 0.16% No change 385 $284K
Arbor Capital Management Inc. 0.28% Reduce -53.6% 428 $283K
Warburton Capital Management, LLC 0.12% No change 385 $283K
Skyline Advisors, Inc. 0.09% No change 384 $283K
Quaker Wealth Management, LLC 0.08% Reduce -0.8% 384 $283K
Independent Investors Inc. 0.05% No change 383 $282K
First Fiduciary Investment Counsel, Inc. 0.05% New 383 $282K
Luminist Capital LLC 0.32% Add +22.5% 381 $281K
Compton Financial Group, LLC 0.05% Add +8.6% 381 $281K
Marble Harbor Investment Counsel, LLC 0.03% No change 381 $280K
Gimbal Financial 0.18% — 381 $280K
Legacy Bridge, LLC 0.09% Add +22.2% 380 $280K
Vigil Wealth Management, LLC 0.20% Reduce -1.3% 380 $280K
Yoder Wealth Management, Inc. 0.11% No change 379 $279K
Freedom Investment Management, Inc. 0.08% New 379 $279K
SFE Investment Counsel 0.04% Reduce -15.4% 379 $279K
CFC Planning Co LLC 0.16% New 378 $278K
Wealthcare Capital Management LLC 0.03% No change 378 $278K
North Forty Two & Co. 0.24% No change 377 $278K
IFC Advisors LLC 0.04% Reduce -20.8% 377 $278K
Morling Financial Advisors, LLC 0.08% Add +4.4% 376 $277K
Allstreet Capital Advisors LLC 0.18% No change 376 $277K
MV Capital Management, Inc. 0.02% Reduce -12.8% 375 $276K
Motco 0.02% No change 375 $276K
Platt Wealth Management LLC 0.22% New 375 $276K
Clifford Group, LLC 0.19% Reduce -4.1% 374 $275K
Stockman Wealth Management, Inc. 0.03% New 373 $275K
Lincoln Capital LLC 0.05% Add +5.7% 373 $274K
Brickley Wealth Management 0.04% No change 372 $274K
5th Street Advisors, LLC 0.11% Reduce -0.5% 371 $273K
Journey Retirement Planning & Investment Management LLC 0.21% Add +1.6% 371 $273K
Grand Central Investment Group 0.23% No change 369 $272K
Mowery & Schoenfeld Wealth Management, LLC 0.37% Add +2.8% 368 $271K
Cabot Wealth Management Inc. 0.03% No change 367 $270K
POM Investment Strategies, LLC 0.31% Reduce -16.1% 366 $270K
Nvest Wealth Strategies, Inc. 0.17% Reduce -11.8% 366 $270K
Wharton Business Group, LLC 0.01% No change 366 $270K
Brave Asset Management Inc. 0.06% New 365 $269K
Redmond Asset Management, LLC 0.07% Reduce -1.6% 365 $269K
Ethos Capital Management, Inc. 0.19% No change 364 $268K
Cypress Capital, LLC 0.07% Reduce -8.1% 363 $268K
Stirlingshire Investments, Inc. 0.20% New 363 $267K
Trailhead Planners LLC 0.26% New 363 $267K
Level Financial Advisors 0.06% New 362 $267K
Blalock Williams, LLC 0.17% No change 362 $267K
Plum Street Advisors, LLC 0.09% Add +0.3% 361 $266K
Financial Consulate, Inc. 0.03% No change 360 $265K
Smallwood Wealth Investment Management, LLC 0.12% Add +125.0% 360 $265K
Coston, McIsaac & Partners 0.05% Add +0.8% 360 $265K
Godfrey Financial Associates, Inc. 0.20% Reduce -8.2% 360 $265K
LifePlan Investment Advisors, Inc. 0.09% Reduce -4.3% 359 $264K
Capital Counsel LLC 0.01% Reduce -10.1% 358 $264K
Blossom Wealth Management 0.37% Reduce -10.8% 357 $263K
Meramec Financial Planners, LLC 0.10% Reduce -2.8% 385 $263K
Theory Financial LLC 0.08% No change 356 $262K
Holland Advisory Services, Inc. 0.29% No change 355 $262K
Robinswood Financial LLC 0.07% Reduce -13.6% 355 $261K
Waystone Advisors LLC 0.20% New 355 $261K
LVW Advisors, LLC 0.02% Reduce -45.7% 355 $261K
Shum Financial Group, Inc. 0.16% New 353 $260K
Caldwell Sutter Capital, Inc. 0.10% Reduce -18.9% 353 $260K
Nordwand Advisors, LLC 0.04% No change 353 $260K
St. Johns Investment Management Company, LLC 0.10% No change 352 $259K
Lane Brothers & Co. Inc. 0.17% Reduce -14.4% 352 $259K
Dominguez Wealth Management Solutions, Inc. 0.14% Reduce -3.3% 352 $259K
Callahan Advisors, LLC 0.02% New 351 $259K
GKV Capital Management Co., Inc. 0.08% New 351 $258K
Navalign, LLC 0.06% Reduce -2.5% 350 $258K
Wernau Asset Management Inc. 0.24% No change 350 $258K
Impact Capital Partners LLC 0.07% No change 350 $258K
Wilkins Investment Counsel Inc. 0.03% No change 350 $258K
Oath Planning, LLC 0.19% No change 350 $258K
Mb, Levis & Associates, LLC 0.09% No change 349 $257K
SMH Capital Advisors Inc. 1.01% No change 349 $257K
Harbour Investment Management LLC 0.13% No change 347 $256K
Triton Financial Group Inc 0.15% Reduce -55.9% 347 $256K
Beck Capital Management, LLC 0.05% New 347 $255K
Tribridge Partners Financial LLC 0.10% No change 374 $255K
Weinberger Asset Management, Inc 0.08% No change 364 $255K
Nicholas Wealth, LLC. 0.14% Reduce -27.0% 346 $255K
Glass Jacobson Investment Advisors llc 0.08% Reduce -17.4% 346 $255K
Ervin Investment Management, LLC 0.14% New 346 $255K
Wheelhouse Advisory Group LLC 0.07% New 345 $254K
Bright Futures Wealth Management, LLC. 0.16% Reduce -27.5% 343 $253K
Granite Group Advisors, LLC 0.15% Reduce -77.4% 341 $251K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -14.8% 341 $251K
Cypress Capital Management LLC (WY) 0.21% No change 341 $251K
WorthPointe, LLC 0.06% Reduce -25.9% 341 $251K
Hanson & Doremus Investment Management 0.03% Add +41.7% 340 $251K
Wallace Capital Management Inc. 0.03% New 341 $251K
Rossby Financial, LCC 0.05% Reduce -25.9% 340 $250K
Portland Financial Advisors Inc 0.46% New 339 $250K
Detalus Advisors, LLC 0.05% New 339 $250K
Jag Capital Management, LLC 0.02% New 339 $249K
Ashford Capital Management Inc. 0.03% New 338 $249K
Vermillion Wealth Management, Inc. 0.06% Reduce -35.1% 338 $249K
Schaeffer Financial LLC 0.19% New 336 $247K
Centiva Capital, LP 0.01% New 335 $247K
Hopwood Nicholas Hunter 0.07% New 335 $246K
Centennial Wealth Advisory LLC 0.05% New 334 $246K
Financial Harvest, LLC 0.10% New 334 $246K
Copper Harbor Investment Advisors, LLC 0.05% — 334 $246K
Verity Asset Management, Inc. 0.09% New 333 $246K
Stone House Investment Management, LLC 0.03% No change 333 $245K
Sterling Group Wealth Management, LLC 0.10% New 333 $245K
KRS Capital Management, LLC 0.11% New 333 $245K
Marion Wealth Management 0.05% New 331 $244K
Planwiser Financial, LLC 0.17% Reduce -22.3% 331 $244K
Cache Advisors, LLC 0.02% New 331 $244K
Bellevue Asset Management, LLC 0.11% Reduce -1.5% 330 $243K
Cornerstone Select Advisors, LLC 0.10% New 330 $243K
Abundance Wealth Counselors 0.02% New 330 $243K
Agp Franklin, LLC 0.10% New 329 $242K
Empire Financial Management Company, LLC 0.10% New 328 $242K
Austin Asset Management Co Inc 0.03% New 327 $241K
Birch Hill Investment Advisors LLC 0.01% New 326 $240K
ROI Financial Advisors, LLC 0.12% New 326 $240K
Afg Fiduciary Services Limited Partnership 0.19% Reduce -96.6% 336 $239K
Guilbault Capital LLC 0.24% New 325 $239K
Ceeto Capital Group, LLC 0.06% New 324 $239K
Legacy Advisory Services, LLC 0.17% New 324 $239K
Hoese & Co LLP 0.15% No change 324 $239K
Lifelong Wealth Advisors, Inc. 0.06% New 323 $238K
Oasis Advisors, LLC 0.15% Reduce -95.8% 321 $237K
Advisory Advocates, LLC 0.20% New 321 $236K
Westco Advisory Services Inc. 0.14% New 320 $236K
Tran Capital Management, L.P. 0.03% New 320 $236K
Northwest Quadrant Wealth Management, LLC 0.04% New 320 $235K
E6 Portfolios, LLC 0.19% New 320 $235K
Hedeker Wealth, LLC 0.04% New 319 $235K
Valley Brook Capital Group, Inc. 0.13% New 318 $234K
Bellwether Advisors, LLC 0.03% New 318 $234K
Philip James Wealth Mangement, LLC 0.03% Reduce -37.9% 315 $232K
Fee-Only Financial Planning, L.C. 0.12% New 315 $232K
Tripletail Wealth Management, LLC 0.27% Add +3.2% 325 $232K
Sunflower Bank, N.A. 0.06% New 314 $231K
Legacies Wealth LLC 0.13% Reduce -96.6% 313 $230K
Fi3 FINANCIAL ADVISORS, LLC 0.06% Add +31.9% 579 $230K
Fox Hill Wealth Management 0.09% New 312 $230K
Level Wealth Management LLC 0.09% Reduce -32.9% 312 $230K
Argent Advisors, Inc. 0.06% New 312 $230K
Eagle Bluffs Wealth Management LLC 0.08% New 311 $229K
Chiron Capital Management, LLC 0.21% New 311 $229K
Whitegate Investment Counselors, Inc. 0.07% New 311 $229K
Andrews Advisory Associates, LLC 0.11% New 310 $229K
Wealth Advisors Northwest LLC 0.08% New 310 $228K
Pinnacle Wealth Management, LLC 0.14% New 309 $228K
Grant Street Asset Management, Inc. 0.04% New 309 $228K
JHP Wealth Management, LLC 0.19% New 309 $227K
Rolek Wealth Management LLC 0.13% New 308 $227K
Stonebridge Capital Management Inc. 0.11% New 307 $227K
Cullen Investment Group, LTD. 0.03% New 308 $227K
MW Advisory, LLC 0.09% — 307 $226K
Great Oak Capital Partners, LLC 0.05% Reduce -10.9% 318 $226K
BAM Wealth Management, LLC 0.14% New 306 $225K
AdviceOne Advisory Services, LLC 0.13% New 306 $225K
Sentry LLC 0.06% New 305 $225K
Beutel, Goodman & Co Ltd. 0.00% No change 305 $224K
Royal Harbor Partners, LLC 0.07% New 304 $224K
Builder Investment Group Inc. 0.04% New 304 $224K
Shore Point Advisors, LLC 0.08% New 303 $224K
DB&C Advisors, LLC 0.24% New 304 $224K
Capital City Trust Co. 0.05% New 303 $223K
Scientech Research LLC 0.18% New 302 $222K
Wealth Science Advisors LLC 0.10% Add +15000.0% 302 $222K
Hamilton Wealth, LLC 0.04% New 302 $222K
Alley Investment Management Company, LLC 0.03% New 302 $222K
Hikari Tsushin, Inc. 0.01% No change 302 $222K
KOM Wealth Management Group, LLC 0.13% Reduce -14.7% 301 $222K
Market Street Wealth Management Advisors LLC 0.03% New 301 $222K
Spinnaker Investment Group, LLC 0.04% New 300 $222K
Community Bank & Trust, Waco, Texas 0.04% New 300 $221K
Oak Family Advisors, LLC 0.06% Reduce -0.7% 300 $221K
Polaris Investment Advisors, LLC 0.14% New 300 $221K
Flywheel Private Wealth LLC 0.11% New 300 $221K
Allen Wealth Management, LLC 0.11% Reduce -37.0% 300 $221K
Tillman Hartley LLC 0.05% New 300 $221K
Jacobson & Schmitt Advisors, LLC 0.04% New 300 $221K
Luxor Capital Group, LP 0.02% New 300 $221K
Willis Investment Counsel 0.01% New 300 $221K
Magnolia Wealth Management, LLC 0.12% No change 299 $220K
Valtrion Capital Management, LLC 0.16% New 298 $219K
Summit Financial Consulting LLC 0.15% New 298 $219K
Forbes Financial Planning, Inc. 0.12% New 298 $219K
Coign Capital Advisors LLC 0.10% New 298 $219K
Western Financial Corp 0.06% New 298 $219K
Vannoy Advisory Group, Inc. 0.12% New 296 $218K
Davidson Trust Co. 0.09% New 296 $218K
Sound Financial Strategies Group, LLC 0.14% New 295 $217K
Beacon Financial Strategies CORP 0.11% New 295 $217K
SRH Advisors, LLC 0.06% No change 295 $217K
Cornerstone Management, Inc. 0.03% New 295 $217K
Insight 2811, Inc. 0.09% No change 293 $216K
Burk Holdings LLC 0.08% Reduce -86.0% 292 $215K
McNaughton Wealth Management, LLC 0.08% New 292 $215K
Rosenblum Silverman Sutton S F Inc. 0.05% New 292 $215K
Frazier Financial Advisors, LLC 0.11% Reduce -13.7% 291 $215K
Ellenbecker Investment Group 0.02% New 290 $214K
LGT Financial Advisors LLC 1.13% No change 290 $214K
Voisard Asset Management Group, Inc. 0.04% New 290 $214K
Advus Financial Partners, LLC 0.05% New 289 $213K
Saranac Partners Ltd 0.07% New 294 $213K
SVRN Asset Management, LLC 0.11% New 289 $213K
White Knight Strategic Wealth Advisors, LLC 0.15% New 288 $212K
Flagship Capital Management Inc. 0.13% New 288 $212K
Watchman Group, Inc. 0.05% New 288 $212K
Argyle Capital Partners, LLC 0.13% New 288 $212K
FinDec Wealth Services, Inc. 0.25% New 288 $212K
Mueller Wealth, LLC 0.14% New 288 $212K
Elwood & Goetz Wealth Advisory Group, LLC 0.03% New 287 $212K
Horrell Capital Management, Inc. 0.10% No change 287 $211K
Vectors Research Management, LLC 0.06% New 287 $211K
Granite Islands Private Wealth, LLC 0.16% New 295 $211K
Seaside Wealth Management, Inc. 0.05% New 286 $211K
Prepared Retirement Institute LLC 0.09% New 285 $210K
Exchange Bank 0.13% New 285 $210K
Panoramic Capital Partners, LLC 0.10% New 285 $210K
Marathon Capital Management 0.04% New 285 $210K
Orca Wealth Management, LLC 0.13% New 284 $209K
IVC Wealth Advisors LLC 0.08% New 284 $209K
Augustine Asset Management Inc. 0.04% New 284 $209K
Vaquero Private Wealth, Ltd. 0.04% — 283 $208K
Azimuth Capital Investment Management LLC 0.01% New 283 $208K
Reicon Wealth Advisors, LLC 0.13% New 283 $208K
First National Bank Sioux Falls 0.06% No change 325 $208K
Mainsail Asset Management, LLC 0.08% New 299 $208K
Petersen Hastings Wealth Advisors Inc. 0.02% Reduce -19.0% 282 $208K
Boulder Wealth Advisors, LLC 0.08% New 281 $207K
Partnership Wealth Management, LLC 0.14% New 280 $206K
William John Sempolinski 0.08% New 280 $206K
Nichols & Pratt Advisers LLP 0.01% New 280 $206K
Kessler Investment Group, LLC 0.09% New 279 $205K
Birchwood Financial Partners, Inc. 0.17% No change 278 $205K
McCarter Private Wealth Services LLC 0.07% New 278 $205K
Axecap Investments, LLC 0.11% New 278 $205K
Vilga Financial Planning LLC 0.16% New 278 $205K
Bauman Advisory Group, LLC 0.11% New 276 $203K
BNB Wealth Management, LLC 0.11% New 275 $203K
West Branch Capital LLC 0.05% No change 275 $203K
Park State Asset Management 0.20% New 274 $202K
Bigelow Investment Advisors, LLC 0.07% New 274 $202K
Brucke Financial, Inc. 0.09% New 274 $202K
Turner Financial Group, Inc. 0.20% — 273 $201K
Leo H. Evart, Inc. 0.16% Add +21.4% 272 $200K
Allied Private Wealth LLC 0.13% — 281 $200K
Consultiva Wealth Management, Corp. 0.45% No change 270 $199K
Thomas J. Herzfeld Advisors, Inc. 0.06% No change 270 $199K
Ascentis Wealth Management, LLC 0.03% Add +0.8% 264 $194K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 264 $194K
Kilter Group LLC 0.07% Add +1.6% 258 $190K
Sherman Asset Management, Inc. 0.14% Reduce -2.3% 252 $186K
Prosperity Bancshares Inc 0.12% No change 250 $184K
Mechanics Financial Corp 0.07% Add +23.1% 250 $184K
Canton Hathaway, LLC 0.03% No change 246 $181K
Networth Advisors, LLC 0.10% Reduce -2.0% 245 $180K
Protective Life Corp. 1.28% Reduce -83.6% 244 $180K
VSM Wealth Advisory, LLC 0.05% No change 241 $177K
Logan Capital Management Inc. 0.01% — 236 $174K
SBI Okasan Asset Management Co.Ltd. 0.01% Reduce -74.5% 240 $174K
Checchi Capital Advisers, LLC 0.01% Reduce -74.0% 236 $174K
Tiaa Trust, National Association 0.01% Reduce -7.9% 234 $172K
Kroeger Financial Partners 0.17% — 232 $171K
Uptown Financial Advisors LLC 0.13% No change 232 $171K
Matrix Trust Co 0.02% New 231 $170K
Investment Research & Advisory Group, Inc. 0.05% No change 231 $170K
Cutler Capital Management, LLC 0.05% No change 228 $168K
Bare Financial Services, Inc 0.04% No change 228 $168K
TrinityBridge Ltd 0.00% Reduce -35.7% 225 $166K
Operose Advisors LLC 0.03% Reduce -11.1% 224 $165K
Basepoint Wealth LLC 0.09% Reduce -21.1% 224 $165K
Southern Michigan Bank & Trust 0.06% No change 222 $163K
Highland Investment Advisors LLC 0.07% — 215 $159K
Lloyd Advisory Services, LLC. 0.06% Reduce -91.5% 211 $156K
Morgan Dempsey Capital Management LLC 0.07% Add +0.5% 210 $155K
Breakwater Investment Management 0.05% No change 208 $153K
Ni Acquisitions Company, LLC 0.06% — 200 $147K
Centennial Bank 0.05% Reduce -20.0% 200 $147K
CKW Financial Group 0.01% No change 201 $146K
Midwest Capital Advisors, LLC 0.06% Add +21.6% 197 $145K
Peck Wealth Management, LLC 0.12% No change 195 $144K
BOCHK Asset Management Ltd 0.02% New 195 $144K
Barrett & Company, Inc. 0.04% Add +5.0% 191 $141K
True Wealth Design, LLC 0.03% Reduce -54.0% 186 $137K
Montgomery Financial Services LLC 0.12% — 181 $133K
Private Wealth Advisors, LLC 0.04% Reduce -65.9% 173 $127K
Cornerstone Financial Management LLC 0.10% Add +32.8% 166 $122K
Millstone Evans Group, LLC 0.07% No change 166 $122K
Dynamic Wealth Strategies, LLC 0.06% No change 164 $121K
TOWER TRUST & INVESTMENT Co 0.07% No change 160 $118K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.36% New 159 $117K
WealthCollab, LLC 0.04% New 155 $114K
Pflug Koory, LLC 0.04% Reduce -0.7% 151 $111K
Teachers Insurance & Annuity Association of America 0.12% Reduce -57.3% 149 $110K
Quent Capital, LLC 0.01% Add +21.7% 146 $108K
Strategic Wealth Advisors LLC 0.09% No change 171 $105K
Vinland Capital Management Gestora de Recursos LTDA. 1.01% New 27 $103K
Raleigh Capital Management Inc. 0.03% No change 140 $103K
Measured Wealth Private Client Group, LLC 0.02% Add +95.8% 139 $102K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +17.1% 137 $101K
Go Invest LLC 0.02% Add +0.7% 136 $100K
Peterson Wealth Services 0.02% No change 130 $96K
Navigoe, LLC 0.05% Add +706.7% 121 $89K
Barnes Dennig Private Wealth Management LLC 0.07% No change 118 $87K
Burnham & Co LLC 0.07% — 110 $81K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 109 $80K
JDM Financial Group LLC 0.03% Reduce -90.1% 108 $80K
Atwood & Palmer Inc. 0.00% Reduce -78.5% 108 $79K
Gleason Group, Inc. 0.01% Reduce -2.8% 106 $78K
Gold Investment Management Ltd. 0.02% No change 101 $74K
New England Capital Financial Advisors LLC 0.02% Add +1.0% 101 $74K
Imprint Wealth LLC 0.30% Add +26.6% 100 $74K
Kennebec Savings Bank 0.06% New 100 $74K
Delos Wealth Advisors, LLC 0.04% No change 100 $74K
Bravera Wealth 0.03% No change 100 $74K
Ramirez Asset Management, Inc. 0.01% No change 100 $74K
Sterling Capital Management LLC 0.00% New 100 $74K
MRP Capital Investments, LLC 0.05% Add +60.7% 98 $72K
ROSS\JOHNSON & Associates LLC 1.11% No change 96 $71K
LM Advisors LLC 0.31% Add +107.0% 95,440 $70K
Quantbot Technologies LP 0.00% Reduce -94.9% 95 $70K
JCIC Asset Management Inc. 0.02% No change 120 $69K
Prestige Wealth Management Group LLC 0.01% Reduce -21.4% 92 $68K
Atlantic Private Wealth, LLC 0.04% No change 91 $67K
Chelsea Counsel Co. 0.03% No change 91 $67K
Roxbury Financial LLC 0.05% Add +19.7% 91 $67K
Owlhouse Capital LP 0.10% New 86 $63K
Alpine Bank Wealth Management 0.01% New 77 $57K
Pacifica Partners Inc. 0.02% Reduce -43.6% 79 $56K
PayPay Securities Corp 1.37% Reduce -24.0% 76 $56K
Harborfront Financial Group LLC 0.21% — 76 $56K
Miller Capital Partners, Inc. 0.02% No change 75 $55K
Bay Harbor Wealth Management, LLC 0.01% No change 71 $52K
Sfam, LLC 0.04% Reduce -14.5% 71 $52K
Bullseye Investment Management, LLC 0.02% No change 60 $44K
Gould Capital, LLC 0.02% Add +11.8% 57 $42K
Financial Management Professionals, Inc. 0.00% Add +83.3% 55 $41K
Rachor Investment Advisory Services, LLC 0.02% Reduce -4.3% 45 $33K
Sankala Group LLC 0.02% Reduce -88.4% 46 $33K
High Point Wealth Management, LLC 0.03% Add +68.0% 42 $31K
Redwood Park Advisors LLC 0.02% No change 40 $30K
Citizens National Bank Trust Department 0.00% No change 40 $29K
DecisionPoint Financial, LLC 0.01% Add +11.1% 40 $29K
CrossGen Wealth, LLC 0.02% No change 38 $28K
Rexford Capital Inc. 0.02% No change 38 $28K
Hoey Investments, Inc. 0.00% No change 36 $27K
Valued Wealth Advisors LLC 0.01% No change 34 $25K
Broadwater Capital Management LLC 0.02% No change 32 $24K
Wealth Enhancement Trust Services, Inc. 0.00% Add +40.9% 31 $23K
C M Bidwell & Associates Ltd. 0.01% No change 30 $22K
Erste Asset Management GmbH 0.00% No change 38 $22K
Accordant Advisory Group Inc 0.01% No change 28 $21K
Retirement Wealth Solutions LLC 0.01% No change 24 $18K
Lummis Asset Management, LP 0.01% No change 23 $17K
Horizon Bancorp Inc. 0.01% No change 22 $16K
Evolution Advisers, Inc. 0.01% No change 22 $16K
GW&K Investment Management, LLC 0.00% No change 22 $16K
Phillip James Consulting Co. 0.01% New 21 $15K
Keystone Financial Group, Inc. 0.01% No change 20 $15K
Blume Capital Management, Inc. 0.00% Reduce -46.9% 17 $13K
O'Domhnaill Enterprises, Inc. 0.01% New 16 $12K
Medallion Wealth Advisors, LLC 0.00% Reduce -92.7% 15 $11K
Daytona Street Capital LLC 0.01% No change 15 $11K
4Thought Financial Group Inc. 0.01% Reduce -99.1% 15 $11K
Aventus Investment Advisors, Inc. 0.01% No change 12 $9K
Aviso Financial Inc. 0.00% Reduce -82.3% 12 $9K
Kings Path Partners LLC 0.00% New 11 $8K
Thompson Investment Management, Inc. 0.00% No change 10 $7K
Gilpin Wealth Management, LLC 0.01% No change 10 $7K
Catherine Avery Investment Management LLC 0.00% New 10 $7K
Berkshire Capital Holdings Inc. 0.00% No change 10 $7K
Ravenstone Capital Management Inc. 0.00% New 8 $6K
Decker Retirement Planning Inc. 0.00% No change 8 $6K
West Paces Advisors Inc. 0.00% New 8 $6K
Marshall Investment Management, LLC 0.00% Reduce -90.4% 7 $5K
Sarver Vrooman Wealth Advisors 0.00% New 7 $5K
Feynman Point Asset Management LLC 0.01% Add +100.0% 6 $4K
Dogwood Wealth Management LLC 0.00% No change 6 $4K
Philadelphia Investment Partners, LLC 0.00% No change 5 $4K
Midway Capital Research & Management 0.00% No change 5 $4K
Miller Wealth Advisors, LLC 0.00% No change 5 $4K
Hillsdale Investment Management Inc. 0.00% No change 5 $4K
Eukles Asset Management 0.00% No change 4 $3K
REAP Financial Group, LLC 0.00% No change 2 $1K
1620 Investment Advisors, Inc. 0.00% No change 1 $736
Spirit of America Management Corp. 0.00% Add +59985.7% 42,060 $58

"% 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.