Invesco S&P 500 Equal WeightRSPETF

13F holders, Q2 2024 (June 30)
1,602holders +24
125new positions
101sold out
8famous investors
$158.67avg. 13F price*

At the end of Q2 2024, 1,602 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 24 from Q1 2024. 125 opened new positions and 101 sold out. The largest holders were Morgan Stanley ($4.1B), Northwestern Mutual Wealth Management Co. ($3.4B) and Bank of America Corp. ($3.1B). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Invesco S&P 500 Equal Weight
CUSIP
46137V357
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,578Q1 2024Q2 2024: 1,602Q2 2024Q3 2024: 1,698Q3 2024Q4 2024: 1,915Q4 2024Q1 2025: 1,943Q1 2025Q2 2025: 1,950Q2 2025Q3 2025: 1,949Q3 2025Q4 2025: 2,132Q4 2025Q1 2026: 2,230Q1 2026Q2 2026: 2,317Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions125$564.8M
Exits101$1.1B

All 13F filers, Q1 2024 → Q2 2024: 44,305,904 shares bought and 19,716,942 shares sold, net +24,588,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,602 holders

Morgan Stanley 0.31% Add +0.0% 24,695,547 $4.1B
Northwestern Mutual Wealth Management Co. 3.33% Add +855.5% 20,539,639 $3.4B
Bank of America Corp. 0.30% Reduce -2.0% 18,766,417 $3.1B
Goldman Sachs Group Inc. 0.30% Add +16.1% 9,188,056 $1.5B
Invesco Ltd. 0.27% Add +24.4% 7,873,500 $1.3B
Truist Financial Corp. 1.81% Reduce -1.5% 7,239,011 $1.2B
UBS Group AG 0.33% Add +3.0% 6,616,388 $1.1B
Wells Fargo & Company 0.27% Reduce -3.0% 6,445,216 $1.1B
JPMorgan Chase & Co. 0.06% Reduce -39.8% 4,271,475 $701.7M
Keybank National Association 2.62% Reduce -1.3% 3,892,550 $639.5M
LPL Financial LLC 0.31% Add +0.9% 3,736,455 $613.8M
Cresset Asset Management, LLC 2.35% Add +6.6% 3,367,226 $553.2M
Ameriprise Financial Inc. 0.15% Reduce -6.0% 3,327,258 $546.6M
Envestnet Asset Management Inc. 0.17% Add +0.4% 3,011,313 $494.7M
Royal Bank of Canada 0.10% Reduce -6.6% 2,598,330 $426.9M
BNP Paribas Financial Markets 0.46% Add +269.4% 2,536,521 $416.7M
Healthcare of Ontario Pension Plan Trust Fund 1.14% Add +174.7% 2,340,000 $384.4M
Raymond James Financial Services Advisors, Inc. 0.49% Reduce -5.0% 2,102,433 $345.4M
US Bancorp \de 0.47% Add +2150.4% 2,083,103 $342.2M
Citigroup Inc. 0.30% Reduce -36.3% 1,883,533 $309.4M
Raymond James & Associates 0.17% Add +6.1% 1,535,193 $252.2M
LBMC Investment Advisors, LLC 19.00% Reduce -0.5% 1,333,770 $219.1M
HighTower Advisors, LLC 0.33% Reduce -2.2% 1,295,456 $212.8M
Bank of New York Mellon Corp 0.04% Reduce -6.0% 1,253,275 $205.9M
Commonwealth Equity Services, LLC 0.32% Add +4.8% 1,231,467 $202.3M
Choate Investment Advisors 5.04% Reduce -0.9% 1,170,014 $192.2M
MBB Public Markets I LLC 3.80% Reduce -2.5% 1,120,773 $184.1M
Osaic Holdings, Inc. 0.41% Add +4.5% 1,064,044 $174.8M
Sei Investments Co. 0.23% Reduce -1.5% 971,868 $159.7M
Stifel Financial Corp. 0.17% Reduce -2.2% 915,842 $150.5M
Rockefeller Capital Management L.P. 0.42% Add +5.1% 899,262 $147.7M
Fiduciary Trust Co 2.13% Reduce -23.8% 864,524 $142.0M
Focus Partners Wealth 0.44% Add +154.8% 786,884 $129.3M
Kestra Advisory Services, LLC 0.72% Add +59.6% 784,375 $128.9M
Cerity Partners LLC 0.34% Add +10.8% 766,225 $125.9M
Envestnet Portfolio Solutions, Inc. 0.43% Add +1276.7% 758,169 $124.6M
Valeo Financial Advisors, LLC 3.82% Reduce -4.7% 743,243 $122.1M
Janney Montgomery Scott LLC 0.36% Reduce -6.1% 722,915 $118.8M
Junto Capital Management LP 2.57% New 710,769 $116.8M
BlackRock Inc. 0.00% Reduce -55.2% 693,637 $114.0M
Summit Trail Advisors, LLC 2.89% Add +0.1% 668,933 $109.9M
Members Trust Co 3.14% Add +52899.4% 630,693 $103.6M
Cambridge Investment Research Advisors, Inc. 0.38% Add +5.5% 623,474 $102.4M
Glenmede Trust Co. NA 0.50% Add +3.5% 598,181 $98.3M
Barclays PLC 0.04% Add +27.2% 587,176 $96.5M
Geisinger Health 27.13% New 568,255 $93.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.59% Add +465.9% 545,430 $89.6M
Waverly Advisors, LLC 1.74% Add +9.2% 539,366 $88.6M
Csenge Advisory Group 5.03% Add +0.5% 539,095 $88.6M
Private Advisor Group, LLC 0.58% Add +2.9% 522,545 $85.8M
Brown Advisory Inc. 0.11% Add +1.2% 522,207 $85.8M
Endurance Services Ltd 15.57% No change 507,500 $83.3M
Cetera Investment Advisers 0.19% Reduce -3.2% 505,543 $83.1M
Synovus Financial Corp. 1.07% Add +0.7% 491,549 $80.8M
Wealth Enhancement Advisory Services, LLC 0.19% Add +32.1% 483,657 $79.5M
Atlanta Consulting Group Advisors, LLC 17.08% Add +117.8% 482,428 $79.3M
First Manhattan Co. Llc. 0.25% Add +5.4% 480,367 $78.9M
Vanderbilt University 15.68% Add +0.4% 455,774 $74.9M
Ally Financial Inc. 9.25% New 454,000 $74.6M
CENTRAL TRUST Co 1.77% Add +7.5% 440,445 $72.4M
SPC Financial, Inc. 6.56% Add +0.4% 431,473 $70.9M
MAI Capital Management 0.68% Add +6.2% 421,593 $69.3M
Turim 21 Investimentos Ltda. 17.56% Reduce -9.2% 418,919 $68.8M
Balyasny Asset Management L.P. 0.18% Add +100.7% 413,589 $67.9M
Total Investment Management Inc. 8.88% Add +0.8% 411,147 $67.5M
Chai Trust Co. LLC 10.28% Add +2.0% 1,819,705 $66.7M
Stratos Wealth Partners, LTD. 1.08% Reduce -13.2% 404,911 $66.5M
PNC Financial Services Group, Inc. 0.04% Add +2.7% 399,148 $65.6M
Cercano Management LLC 1.71% No change 390,945 $64.2M
Meitav Investment House Ltd. 1.13% Reduce -73.4% 387,613 $63.7M
D. E. Shaw & Co. 0.10% New 385,647 $63.4M
Baird Financial Group, Inc. 0.13% Reduce -7.6% 374,081 $61.5M
Equitable Holdings, Inc. 0.63% Add +0.6% 362,676 $59.6M
Choreo, LLC 0.99% Add +84.8% 361,279 $58.9M
Venture Visionary Partners LLC 2.75% Reduce -1.1% 357,592 $58.7M
Dakota Wealth Management 1.33% Reduce -2.3% 343,862 $56.5M
Spider Management Company, LLC 24.79% Reduce -39.8% 343,186 $56.4M
Baltimore-Washington Financial Advisors, Inc. 3.32% Add +2.0% 342,499 $56.3M
RFP Financial Group LLC 20.53% Reduce -5.0% 337,582 $55.5M
Aptus Capital Advisors, LLC 1.05% Add +1.5% 336,917 $55.3M
TRUE Private Wealth Advisors 6.18% Reduce -3.1% 332,051 $54.5M
Mariner, LLC 0.11% Reduce -3.8% 331,984 $54.5M
Consolidated Investment Group LLC 8.45% Add +14.9% 331,800 $54.5M
Southern Farm Bureau Life Insurance 8.87% No change 328,428 $54.0M
Manchester Financial Inc. 12.91% Add +1.4% 319,334 $52.5M
Atlas Private Wealth Advisors 8.40% Add +106.9% 314,523 $51.7M
MML Investors Services, LLC 0.20% Reduce -9.5% 306,728 $50.4M
GYL Financial Synergies, LLC 3.84% Reduce -4.1% 302,826 $49.7M
Broad Peak Investment Advisers Pte Ltd 11.68% — 302,000 $49.6M
Parallel Advisors, LLC 1.24% Reduce -16.4% 294,716 $48.4M
Heck Capital Advisors, LLC 5.92% Add +33.0% 289,832 $47.6M
National Bank of Canada 0.07% Add +31.3% 291,376 $47.4M
McAdam, LLC 2.77% Add +8.3% 279,874 $46.0M
Vestcor Inc 1.55% No change 278,900 $45.8M
CBIZ Investment Advisory Services, LLC 2.45% Add +88.4% 265,605 $43.6M
NewEdge Advisors, LLC 0.31% Add +7.5% 258,837 $42.5M
Veltria Advisors Corp. 14.80% Reduce -15.7% 250,874 $41.2M
Arvest Investments, Inc. 6.44% Reduce -1.9% 244,468 $40.2M
Blair William & Co. 0.12% Add +18.5% 243,114 $39.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.18% Add +33.5% 240,604 $39.5M
Permanent Capital Management, LP 8.22% — 216,502 $39.3M
Banco Santander, S.A. 0.49% Add +11.9% 239,164 $39.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8.12% Reduce -34.7% 231,584 $38.0M
Comerica Bank 0.16% Add +0.8% 230,202 $37.8M
BW Gestao de Investimentos Ltda. 4.80% Reduce -46.1% 221,650 $36.4M
Brookstone Capital Management 0.60% Add +429.2% 212,032 $36.3M
Sanctuary Advisors, LLC 0.26% — 219,154 $35.6M
Wealth Advisors of Iowa, LLC 19.68% Add +0.8% 214,697 $35.3M
Jane Street Group, LLC 0.04% Reduce -12.6% 214,300 $35.2M
Mercer Global Advisors Inc. 0.09% Reduce -1.9% 210,811 $34.6M
Howard Financial Services, LTD. 5.57% Reduce -8.6% 206,788 $34.0M
Joule Financial, LLC 13.72% Add +3.9% 205,444 $33.8M
Tucker Asset Management LLC 7.39% Reduce -3.8% 203,558 $33.4M
Requisite Capital Management, LLC 7.51% Add +11.6% 201,867 $33.2M
Vicus Capital 2.99% Add +0.6% 201,482 $33.1M
Wintrust Investments LLC 2.67% Add +9.7% 200,028 $32.9M
Exencial Wealth Advisors, LLC 1.23% Add +11.8% 199,201 $32.7M
FIL Ltd 0.03% Reduce -24.3% 198,244 $32.6M
Vectors Research Management, LLC 9.99% Reduce -12.8% 197,989 $32.5M
Sollinda Capital Management LLC 9.80% Add +18.5% 195,854 $32.2M
WESCAP Management Group, Inc. 9.00% Reduce -0.4% 193,566 $31.8M
Dumont & Blake Investment Advisors LLC 4.50% Add +99.7% 193,548 $31.8M
Horizon Investments, LLC 0.87% Reduce -59.1% 191,888 $31.5M
Wharton Business Group, LLC 1.62% Reduce -18.7% 190,738 $31.3M
HSBC Holdings PLC 0.02% Add +69.6% 190,213 $31.3M
Elk River Wealth Management LLC 6.05% Add +1.9% 188,147 $30.9M
Shepherd Financial Partners LLC 3.98% Reduce -19.5% 188,079 $30.9M
Creative Planning 0.03% Reduce -1.8% 184,388 $30.3M
Arvest Trust Co. N A 1.79% Reduce -1.6% 183,410 $30.1M
Manning & Napier Advisors LLC 0.33% — 179,738 $29.5M
Shufro Rose & Co. LLC 2.35% Reduce -29.2% 175,214 $28.8M
Montag A & Associates Inc. 1.45% Reduce -4.1% 174,668 $28.7M
Integrated Wealth Concepts LLC 0.39% Add +40.5% 173,631 $28.5M
Steele Capital Management, Inc. 1.58% Add +5.8% 172,554 $28.3M
Courier Capital LLC 2.21% Reduce -14.7% 169,108 $27.8M
Main Management LLC 2.30% Reduce -1.3% 169,097 $27.8M
Virtue Capital Management, LLC 4.69% Reduce -4.5% 161,569 $27.4M
Bank of Nova Scotia 0.05% Reduce -67.3% 166,065 $27.3M
Sebold Capital Management, Inc. 18.74% Reduce -0.5% 165,161 $27.1M
Davis Investment Partners, LLC 11.15% Add +1.7% 160,952 $27.1M
Bank of Montreal 0.01% Reduce -12.3% 163,063 $27.0M
Gillson Capital LP 2.60% Reduce -42.5% 164,000 $26.9M
Sequoia Financial Advisors, LLC 0.32% Reduce -3.0% 163,088 $26.8M
Arete Wealth Advisors, LLC 2.17% Reduce -29.9% 161,657 $26.5M
Beacon Pointe Advisors, LLC 0.31% Reduce -4.0% 157,493 $25.9M
Neuberger Berman Group LLC 0.02% Reduce -36.1% 157,012 $25.8M
Tradition Wealth Management, LLC 2.49% Reduce -2.4% 156,737 $25.7M
Activest Wealth Management 8.43% Add +7.7% 155,932 $25.6M
First Horizon Advisors, Inc. 0.77% Add +2.9% 155,031 $25.5M
Advisor OS, LLC 2.76% Add +6.5% 153,575 $25.2M
Steward Partners Investment Advisory, LLC 0.27% Reduce -0.6% 153,558 $25.2M
Stratos Investment Management, LLC 2.05% Add +5.3% 150,389 $24.7M
Sightline Wealth Advisors, LLC 15.38% Reduce -1.4% 150,379 $24.7M
Petrus Trust Company, LTA 2.28% No change 148,653 $24.4M
Peapack Gladstone Financial Corp. 0.37% Add +2.2% 147,313 $24.2M
Westwood Holdings Group Inc. 0.20% Reduce -83.1% 147,178 $24.2M
Forvis Mazars Wealth Advisors, LLC 0.60% Reduce -5.1% 147,066 $24.2M
Money Concepts Capital Corp. 2.01% Add +20.6% 145,671 $23.9M
D.A. Davidson & Co. 0.21% Reduce -9.4% 144,159 $23.7M
Millennium Management 0.02% Add +128.4% 143,796 $23.6M
Mendota Financial Group, LLC 12.28% Add +3.2% 139,442 $22.9M
BBJS Financial Advisors, LLC 8.44% Add +142.5% 137,815 $22.6M
Pinnacle Associates Ltd. 0.35% Add +5.8% 136,627 $22.4M
Jackson, Grant Investment Advisers, Inc. 9.04% Add +4.7% 136,291 $22.4M
Cwm, LLC 0.11% Reduce -9.0% 136,079 $22.4M
CIBC Private Wealth Group LLC 0.04% Add +61.3% 134,101 $22.0M
Kiely Wealth Advisory Group, Inc. 12.03% Add +1.5% 131,500 $21.8M
OneDigital Investment Advisors LLC 0.27% Add +8.6% 129,423 $21.3M
StoneX Group Inc. 1.69% Add +9.6% 128,869 $21.2M
Captrust Financial Advisors 0.07% Add +53.3% 128,709 $21.1M
Financial Enhancement Group LLC 3.40% New 124,369 $21.1M
Avantax Advisory Services, Inc. 0.15% Reduce -3.7% 128,388 $21.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.15% Reduce -0.1% 122,000 $20.8M
Wealth Forward, LLC 16.14% Add +0.2% 125,780 $20.7M
Qube Research & Technologies Ltd 0.04% Reduce -60.0% 125,510 $20.6M
Federation des caisses Desjardins du Quebec 0.11% Reduce -1.1% 124,856 $20.5M
Jefferies Financial Group Inc. 0.43% Add +1.8% 124,158 $20.4M
Frisch Financial Group, Inc. 6.14% Add +11.6% 123,400 $20.3M
BBR Partners, LLC 1.66% Reduce -4.7% 123,374 $20.3M
Hudson Bay Capital Management LP 0.17% New 121,000 $19.9M
Flputnam Investment Management Co. 0.37% Reduce -16.9% 119,459 $19.6M
Trilogy Capital Inc. 1.06% Add +10.4% 119,348 $19.6M
Sugarloaf Wealth Management, LLC 3.49% Add +0.5% 118,767 $19.5M
Transform Wealth, LLC 1.45% Reduce -7.2% 117,858 $19.4M
Riversedge Advisors, LLC 4.71% Add +12.1% 117,543 $19.3M
Tiller Private Wealth, Inc. 8.46% Add +2.7% 117,384 $19.3M
Corient Private Wealth LP 0.03% Add +5.5% 117,062 $19.2M
Seneca House Advisors 8.24% Add +18.4% 115,689 $19.0M
Private Advisory Group LLC 2.49% Add +33.7% 115,273 $18.9M
Stephenson & Company, Inc. 14.03% Add +0.9% 115,173 $18.9M
TD Waterhouse Canada Inc. 0.17% Reduce -5.8% 114,894 $18.7M
Connable Office Inc. 1.98% Reduce -4.5% 111,847 $18.4M
Geller Advisors LLC 1.35% Add +0.4% 111,134 $18.3M
NTV Asset Management LLC 2.61% Add +4.8% 110,914 $18.2M
Kentucky Farm Bureau Mutual Insurance Co 4.11% No change 110,000 $18.1M
Baker Avenue Asset Management, LP 0.61% Reduce -1.1% 109,446 $18.0M
Lido Advisors, LLC 0.15% Add +2.1% 108,807 $17.9M
Kaydan Wealth Management, Inc. 6.28% Reduce -28.9% 107,874 $17.7M
Compass Wealth Management LLC 4.37% Add +1.3% 107,767 $17.7M
Tudor Investment Corporation 0.20% Add +82.4% 107,644 $17.7M
Matthew Goff Investment Advisor, LLC 3.60% Add +5.2% 107,383 $17.6M
LTG Capital LLC 15.92% Reduce -2.0% 107,052 $17.6M
Robertson Stephens Wealth Management, LLC 0.91% Add +4.2% 106,185 $17.4M
Glen Eagle Advisors, LLC 3.19% Add +21.5% 106,023 $17.4M
Clearstead Advisors, LLC 0.30% Add +112.8% 105,735 $17.4M
Lowe Brockenbrough & Co. Inc. 1.16% Reduce -5.8% 105,670 $17.4M
IFP Advisors, Inc 0.69% Reduce -0.3% 105,644 $17.4M
New England Capital Financial Advisors LLC 9.66% Add +1.7% 105,223 $17.3M
Sage Rhino Capital LLC 4.07% Reduce -1.0% 103,733 $17.0M
Equitable Trust Co. 1.16% Reduce -0.9% 102,389 $16.8M
Sterneck Capital Management, LLC 9.49% Add +0.4% 101,805 $16.7M
Vaughan David Investments LLC 0.42% Reduce -0.1% 101,520 $16.7M
Rainey & Randall Wealth Advisors Inc. 3.92% Add +15.5% 101,245 $16.6M
Southeast Asset Advisors, LLC 1.99% Add +1.1% 100,952 $16.6M
Waterloo Capital, L.P. 1.99% Add +5.9% 100,713 $16.5M
Moran Wealth Management, LLC 0.54% New 99,472 $16.3M
Napean Trading & Investment Co (Singapore) PTE Ltd 3.88% Add +0.1% 99,263 $16.3M
Astor Investment Management LLC 7.48% Reduce -14.9% 98,879 $16.2M
Yelin Lapidot Holdings Management Ltd. 2.82% Add +20.3% 97,460 $16.0M
Wealth Alliance Advisory Group, LLC 3.59% Add +2.0% 97,056 $15.9M
Roth Financial Partners LLC 6.82% Reduce -1.3% 96,238 $15.8M
Cadent Capital Advisors, LLC 6.36% Reduce -0.8% 95,230 $15.6M
Riverview Capital Advisers, LLC 5.26% Reduce -0.4% 95,026 $15.6M
Titleist Asset Management, LLC 2.36% Add +1.6% 94,937 $15.6M
WealthBridge Capital Management, LLC 5.15% Reduce -1.4% 94,767 $15.6M
Gladstone Institutional Advisory LLC 0.81% Reduce -5.8% 94,743 $15.6M
Cibc World Market Inc. 0.04% Reduce -26.5% 94,416 $15.5M
Atria Investments, Inc 0.20% Add +18.6% 93,641 $15.4M
Hennion & Walsh Asset Management, Inc. 0.78% Add +0.2% 92,945 $15.3M
Aft, Forsyth & Sober, LLC 5.23% Add +0.2% 92,925 $15.3M
Bernardo Wealth Planning LLC 4.06% Add +5.1% 91,879 $15.1M
Port Capital LLC 0.74% Reduce -1.6% 90,110 $14.8M
Atria Wealth Solutions, Inc. 0.16% Reduce -18.5% 88,190 $14.5M
Toronto Dominion Bank 0.02% New 87,950 $14.4M
Capital Advisors, Ltd. LLC 1.87% Add +3.6% 87,483 $14.4M
Peak Asset Management, LLC 2.81% Add +3.7% 87,352 $14.4M
Capital Investment Advisory Services, LLC 1.47% Reduce -1.5% 86,880 $14.3M
CX Institutional 0.67% Reduce -0.6% 86,871 $14.3M
FMR LLC 0.00% Add +16.8% 86,003 $14.2M
Compton Wealth Advisory Group, LLC 3.76% Add +1.3% 85,929 $14.1M
Dimension Capital Management LLC 2.87% Add +14.1% 85,918 $14.1M
Breakwater Capital Group 3.19% Add +2.6% 85,697 $14.1M
Essex Financial Services, Inc. 1.04% Add +11.6% 84,310 $14.0M
Sigma Planning Corp 0.44% Add +2.2% 85,240 $14.0M
Sageworth Trust Co 0.88% Add +5.6% 84,711 $13.9M
Sard Wealth Management Group, LLC 9.72% Add +215.2% 84,267 $13.8M
Advisory Services Network, LLC 0.28% Reduce -28.8% 81,412 $13.4M
Ascent Wealth Partners, LLC 1.95% Add +2.4% 80,936 $13.3M
Granby Capital Management, LLC 7.51% No change 80,000 $13.1M
Bright Financial Advisors, Inc. 9.09% New 78,364 $12.9M
Muirfield Wealth Advisors LLC 12.02% Add +4.3% 77,971 $12.8M
First Foundation Advisors 0.48% Add +4.2% 76,173 $12.5M
Simplicity Wealth,LLC 0.28% Add +11.5% 76,106 $12.5M
Pathstone Holdings, LLC 0.06% Add +8.9% 75,333 $12.4M
Raymond James Trust N.A. 0.29% Reduce -7.1% 74,765 $12.3M
Advisor Resource Council 16.09% Add +3.7% 75,216 $12.2M
Caldwell Trust Co 1.35% Add +0.6% 74,275 $12.2M
Prism Advisors, Inc. 3.69% Reduce -6.1% 74,078 $12.2M
One Day In July LLC 1.50% Add +119.9% 73,291 $12.0M
Pinnacle Wealth Management Advisory Group, LLC 1.23% Add +6.0% 72,658 $11.9M
Focused Wealth Management, Inc 1.75% Add +9.6% 72,349 $11.9M
Financial Advocates Investment Management 0.73% Reduce -8.5% 71,919 $11.8M
Quadrature Capital Ltd 0.20% New 71,643 $11.8M
Concurrent Investment Advisors, LLC 0.39% Add +58.8% 71,329 $11.7M
Leavell Investment Management, Inc. 0.64% Add +0.1% 70,947 $11.7M
Integrated Advisors Network LLC 0.60% Add +61.4% 70,944 $11.7M
Fsa Wealth Partners, Inc. 3.18% Reduce -50.5% 70,778 $11.6M
Greenleaf Trust 0.11% No change 69,639 $11.4M
Concourse Financial Group Securities, Inc. 0.71% Reduce -5.5% 69,100 $11.4M
IHT Wealth Management, LLC 0.42% Add +40.8% 68,923 $11.3M
Raelipskie Partnership 6.03% New 68,806 $11.3M
Hall Kathryn A. 2.61% Add +36.2% 68,632 $11.3M
Albar Capital Ltd 1.70% Reduce -39.7% 49,584 $11.2M
Quattro Financial Advisors LLC 2.91% Reduce -2.0% 67,725 $11.1M
Ballast, Inc. 3.42% Add +2.4% 67,657 $11.1M
Evernest Financial Advisors, LLC 4.91% Add +2.5% 66,761 $11.0M
Franklin Resources Inc. 0.00% Add +14.8% 65,808 $10.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.84% Add +35.7% 65,800 $10.8M
Dupree Financial Group, LLC 5.21% Add +117.4% 65,461 $10.8M
Winthrop Capital Management, LLC 5.32% Add +2.8% 64,687 $10.6M
Capital Investment Advisors, LLC 0.24% Add +3.9% 64,639 $10.6M
DAVENPORT & Co LLC 0.07% Reduce -3.7% 64,082 $10.5M
New England Private Wealth Advisors LLC 1.83% Reduce -2.6% 63,846 $10.5M
AlTi Global, Inc. 0.28% Reduce -19.9% 63,600 $10.4M
Benjamin F. Edwards & Company, Inc. 0.18% Add +4.0% 63,516 $10.4M
L. Roy Papp & Associates, LLP 1.25% Add +11.9% 62,924 $10.3M
Bleakley Financial Group, LLC 0.30% Add +3.1% 62,657 $10.3M
Round Rock Advisors LLC 2.47% Add +2.9% 61,660 $10.1M
Voisard Asset Management Group, Inc. 4.95% Add +359.2% 61,600 $10.1M
Perigon Wealth Management, LLC 0.29% Add +0.0% 61,595 $10.1M
Luken Investment Analytics, LLC 5.09% Add +1.6% 61,579 $10.1M
Gotham Asset Management 0.13% Reduce -4.9% 61,517 $10.1M
WFA Asset Management Corp 5.61% Reduce -45.1% 60,471 $9.9M
CSS LLC 2.17% Add +30.2% 60,300 $9.9M
Bradley Foster & Sargent Inc. 0.18% Add +2.1% 60,294 $9.9M
Second Line Capital, LLC 3.02% Add +7.2% 60,022 $9.9M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 18.00% No change 59,459 $9.8M
Kirtland Hills Capital Management, LLC 8.08% Add +3.5% 59,053 $9.7M
Stratos Wealth Advisors, LLC 0.48% Add +322.7% 58,849 $9.7M
Basso Capital Management, L.P. 8.67% Add +7.0% 58,548 $9.6M
Frank, Rimerman Advisors LLC 0.68% Add +0.0% 58,454 $9.6M
Kavar Capital Partners Group, LLC 1.73% Reduce -4.7% 58,284 $9.6M
SimpliFi, Inc. 4.39% Add +2.0% 57,909 $9.5M
Chicago Wealth Management, Inc. 5.47% Add +2.1% 57,891 $9.5M
Strategic Wealth Partners, Ltd. 0.97% Add +4.0% 56,818 $9.3M
Tandem Wealth Advisors LLC 5.00% Add +2.2% 56,775 $9.3M
Carnegie Investment Counsel 0.29% Add +0.2% 56,477 $9.3M
FAS Wealth Partners, Inc. 0.80% Reduce -5.5% 56,029 $9.2M
Dynamic Advisor Solutions LLC 0.29% Add +0.2% 55,959 $9.2M
MTC Wealth Management LLC 4.38% New 55,953 $9.2M
SPX Gestao de Recursos Ltda 1.39% New 55,850 $9.2M
Evercore Wealth Management, LLC 0.14% Add +9.0% 55,389 $9.1M
Ruggaard & Associates LLC 4.16% Reduce -0.7% 54,726 $9.0M
Sheets Smith Wealth Management 1.07% Add +10.4% 54,527 $9.0M
Clear Creek Financial Management, LLC 1.06% Add +16.2% 53,118 $8.7M
Archer Investment Corp 2.52% Add +3.6% 52,362 $8.6M
Prairie Sky Financial Group LLC 5.33% Reduce -5.3% 52,268 $8.6M
Edmond DE Rothschild Holding S.A. 0.15% Reduce -20.8% 52,199 $8.6M
Black Diamond Financial, LLC 1.65% Add +1166.2% 51,912 $8.5M
Moss Adams Wealth Advisors LLC 1.18% Reduce -0.2% 51,676 $8.5M
DeDora Capital, Inc. 2.60% Add +0.0% 51,504 $8.5M
Aspen Investment Management Inc 4.21% Add +12.8% 51,355 $8.4M
Garden State Investment Advisory Services LLC 2.88% Add +2.0% 50,702 $8.4M
First Financial Bank - Trust Division 0.82% Add +4.2% 50,662 $8.3M
Park Place Capital Corp 2.65% Add +89.6% 50,509 $8.3M
Blue Bell Private Wealth Management, LLC 1.71% Add +19.0% 50,389 $8.3M
Cary Street Partners Investment Advisory LLC 0.33% Add +0.7% 50,354 $8.3M
Sepio Capital, LP 0.76% Add +7.6% 50,130 $8.2M
Stephens Inc. 0.13% Reduce -0.3% 50,082 $8.2M
Burke & Herbert Bank & Trust Co. 1.99% New 49,907 $8.2M
Private Wealth Group, LLC 4.30% Add +0.6% 49,874 $8.2M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +5.4% 49,876 $8.2M
Scotia Capital Inc. 0.05% Add +6.1% 49,389 $8.1M
SG Americas Securities, LLC 0.05% Reduce -4.8% 49,384 $8.1M
Raab & Moskowitz Asset Management LLC 2.20% Add +13.1% 49,201 $8.1M
LCNB Corp. 2.97% Add +4.0% 48,448 $8.0M
IPG Investment Advisors LLC 1.72% Reduce -8.0% 47,886 $7.9M
Harbor Investment Advisory, LLC 0.82% Reduce -2.8% 47,663 $7.8M
Cabot Wealth Management Inc. 1.02% Reduce -7.1% 47,483 $7.8M
Fairway Wealth LLC 4.57% Add +24.7% 47,188 $7.8M
Peddock Capital Advisors, LLC 1.99% Reduce -0.9% 47,067 $7.7M
Courage Miller Partners, LLC 2.77% Add +0.6% 46,896 $7.7M
Redmont Wealth Advisors LLC 12.18% Reduce -5.5% 46,846 $7.7M
Citadel Advisors 0.01% Reduce -85.7% 46,284 $7.6M
Lakeshore Financial Planning, Inc. 3.71% Reduce -1.6% 46,245 $7.6M
Wedbush Securities Inc. 0.27% Add +7.7% 46,125 $7.6M
Strong Tower Advisory Services 2.48% Add +25.7% 46,034 $7.6M
Annapolis Financial Services, LLC 2.44% Reduce -3.0% 45,815 $7.5M
Strategic Family Wealth Counselors, L.L.C. 2.85% Add +4.6% 45,589 $7.5M
Geneos Wealth Management Inc. 0.33% Add +7.3% 45,550 $7.5M
Oppenheimer & Co. Inc. 0.12% Add +1.8% 45,357 $7.5M
Johnson Bixby & Associates, LLC 1.24% Reduce -4.8% 45,193 $7.4M
Haverford Trust Co 0.08% Reduce -8.4% 44,871 $7.4M
Echo45 Advisors LLC 5.14% New 44,488 $7.3M
EP Wealth Advisors, LLC 0.08% Add +3.6% 44,444 $7.3M
Wealthcare Advisory Partners LLC 0.23% Add +9.4% 44,272 $7.3M
J.W. Cole Advisors, Inc. 0.34% Reduce -5.1% 44,106 $7.2M
RVW Wealth, LLC 0.72% Reduce -3.0% 43,738 $7.2M
Amplius Wealth Advisors, LLC 0.79% Reduce -11.5% 43,346 $7.1M
&partners 0.31% Add +523.9% 43,331 $7.1M
Lumbard & Kellner, LLC 3.36% Reduce -0.9% 43,260 $7.1M
E&G Advisors, LLC 2.08% Add +17.3% 43,054 $7.1M
Connecticut Wealth Management, LLC 0.36% Reduce -2.0% 42,797 $7.0M
ZWJ Investment Counsel Inc. 0.31% Add +14.4% 42,789 $7.0M
Corecam Pte. Ltd. 5.23% Reduce -27.7% 42,550 $7.0M
REDW Wealth LLC 1.83% Reduce -4.3% 42,443 $7.0M
GC Wealth Management RIA, LLC 1.37% Reduce -0.1% 42,238 $6.9M
Intrepid Financial Planning Group LLC 2.97% Reduce -2.7% 42,169 $6.9M
Atlantic Edge Private Wealth Management, LLC 2.31% Add +9.0% 42,063 $6.9M
Summit Financial, LLC 0.31% Add +16.4% 41,796 $6.9M
Well Done, LLC 1.42% Reduce -7.2% 41,731 $6.9M
Park Avenue Securities LLC 0.08% Add +9.1% 41,443 $6.8M
Allworth Financial LP 0.04% Reduce -3.6% 40,085 $6.8M
Spectrum Asset Management, Inc. (NB/CA) 3.12% Add +22.6% 41,053 $6.7M
Harel Insurance Investments & Financial Services Ltd. 0.13% Reduce -3.0% 40,763 $6.7M
Dravo Bay LLC 3.71% Add +8.3% 40,645 $6.7M
Orion Porfolio Solutions, LLC 0.07% Add +1.7% 40,626 $6.7M
Orion Portfolio Solutions, LLC 0.07% Add +1.7% 40,626 $6.7M
Lantern Wealth Advisors, LLC 4.83% Reduce -1.5% 40,546 $6.7M
Herold Advisors, Inc. 1.54% Add +1.4% 40,546 $6.7M
Ramiah Investment Group 6.48% Reduce -42.7% 40,388 $6.6M
Transcend Capital Advisors, LLC 0.48% Add +20.3% 40,326 $6.6M
Arkadios Wealth Advisors 0.45% Add +206.2% 40,315 $6.6M
Brown Brothers Harriman & Co. 0.05% Add +17.5% 40,260 $6.6M
Curbstone Financial Management Corp 1.43% Add +1.6% 40,187 $6.6M
Northern Trust Corp. 0.00% Add +2.7% 40,167 $6.6M
Ieq Capital, LLC 0.09% Add +1.4% 39,748 $6.5M
Advisors Preferred, LLC 1.12% Reduce -5.9% 39,804 $6.5M
Blue Investment Partners LLC 2.94% Reduce -25.8% 39,472 $6.5M
Ancora Advisors LLC 0.16% Reduce -3.9% 39,424 $6.5M
Taylor & Morgan Wealth Management, LLC 4.57% Reduce -13.5% 39,326 $6.5M
U.S. Capital Wealth Advisors, LLC 0.25% Add +1.1% 39,274 $6.5M
Sanders Morris Harris LLC 1.06% Add +254.5% 39,269 $6.5M
B. Riley Wealth Advisors, Inc. 0.16% Reduce -0.3% 38,976 $6.4M
Buffington Mohr McNeal 1.12% Add +2.6% 38,915 $6.4M
Firestone Capital Management 1.73% Add +0.5% 38,477 $6.3M
Harbour Investments, Inc. 0.21% Add +1.9% 38,247 $6.3M
Pallas Capital Advisors LLC 0.28% Add +4.5% 36,972 $6.3M
Global Retirement Partners, LLC 0.20% Reduce -10.3% 38,145 $6.3M
Epic Trust Investment Advisors, LLC 6.90% Add +13.4% 38,123 $6.3M
United Capital Financial Advisors, LLC 0.05% Add +4.5% 38,037 $6.2M
Darrow Company, Inc. 4.06% Reduce -0.7% 38,025 $6.2M
HM Payson & Co. 0.11% Reduce -40.4% 37,981 $6.2M
Quad-Cities Investment Group, LLC 3.45% Add +4.5% 37,907 $6.2M
TMD Wealth Management, LLC 1.36% Add +23.5% 37,627 $6.2M
Focus Partners Advisor Solutions, LLC 0.16% Add +10.3% 37,456 $6.2M
Nations Financial Group Inc, /Ia/ 0.50% Add +1.6% 37,343 $6.1M
Parsons Capital Management Inc. 0.41% Add +12.2% 36,916 $6.1M
Koshinski Asset Management, Inc. 0.56% Reduce -1.6% 36,815 $6.0M
Partnership Wealth Management, LLC 4.42% Add +22370.4% 36,402 $6.0M
Absolute Capital Management, LLC 3.56% New 35,749 $5.9M
Bessemer Group Inc. 0.01% Reduce -50.5% 35,720 $5.9M
Eldridge Investment Advisors, Inc. 1.47% Add +0.0% 35,580 $5.8M
Ameritas Advisory Services, LLC 0.22% Add +6.3% 35,505 $5.8M
Hoylecohen, LLC 0.44% Reduce -6.3% 35,216 $5.8M
Dupont Capital Management Corp. 0.50% Reduce -72.8% 35,210 $5.8M
Navalign, LLC 1.82% Add +6.7% 35,188 $5.8M
LM Advisors LLC 1.15% Add +11.1% 36,985 $5.8M
Carmichael Hill & Associates, Inc. 2.33% Add +6.7% 34,856 $5.7M
Retireful, LLC 2.69% Reduce -64.4% 34,754 $5.7M
NewEdge Wealth, LLC 0.12% Reduce -2.2% 34,575 $5.7M
Montis Financial, LLC 2.60% Add +296.3% 34,572 $5.7M
Black Maple Capital Management LP 4.16% Add +22.8% 34,500 $5.7M
Trust Co 0.72% Add +0.5% 34,048 $5.6M
CHURCHILL MANAGEMENT Corp 0.07% Reduce -6.2% 33,987 $5.6M
Weil Company, Inc. 2.02% Reduce -0.4% 33,641 $5.5M
Legacy Edge Advisors, LLC 1.01% Add +16.0% 33,449 $5.5M
Fca Corp. 1.76% Add +1.6% 33,420 $5.5M
Stelac Advisory Services LLC 2.27% Add +1.2% 32,932 $5.4M
NDWM LLC 4.79% Add +1.3% 32,874 $5.4M
Great Diamond Partners, LLC 1.27% Reduce -3.9% 32,774 $5.4M
Madison Wealth Partners, Inc 1.83% Reduce -0.6% 32,564 $5.3M
BlueChip Wealth Advisors LLC 3.15% Reduce -10.0% 32,553 $5.3M
Smith, Moore & Co. 0.55% Add +1.1% 32,412 $5.3M
Grant Street Asset Management, Inc. 1.66% Reduce -2.1% 32,307 $5.3M
Kestra Private Wealth Services, LLC 0.11% Add +18.9% 32,246 $5.3M
Modus Advisors, LLC 1.85% Add +1.1% 31,922 $5.2M
NorthCoast Asset Management LLC 0.04% Add +396.6% 31,785 $5.2M
Oxbow Advisors, LLC 0.63% Reduce -1.5% 31,783 $5.2M
Mutual Advisors, LLC 0.16% Add +30.8% 30,533 $5.2M
Bcwm, LLC 1.86% Add +8.2% 31,420 $5.2M
CapWealth Advisors, LLC 0.65% Add +14.3% 31,340 $5.1M
Retirement Income Solutions, Inc. 1.24% Reduce -29.1% 31,180 $5.1M
Flow Traders U.S. LLC 0.25% Add +670.9% 30,911 $5.1M
Benchmark Financial Wealth Advisors, LLC 1.87% Add +1.3% 30,793 $5.1M
Strategic Financial Concepts, LLC 2.94% Add +11793.4% 6,406,233 $5.1M
Prospera Financial Services Inc 0.14% Reduce -2.3% 30,728 $5.1M
HB Wealth Management, LLC 0.06% Reduce -5.3% 30,651 $5.0M
Guidance Capital, Inc. 1.64% Add +28.6% 29,187 $5.0M
Elevated Capital Advisors, LLC 1.40% Reduce -16.3% 30,402 $5.0M
Birchcreek Wealth Management, LLC 2.81% Reduce -0.1% 30,399 $5.0M
Heritage Trust Co 0.66% Add +5.8% 30,294 $5.0M
GFS Advisors, LLC 0.80% Reduce -93.3% 2,035 $5.0M
Oarsman Capital, Inc. 1.09% Add +37.5% 30,233 $5.0M
Milestone Investment Advisors LLC 1.31% No change 29,983 $4.9M
Bryn Mawr Trust Advisors, LLC 0.27% Reduce -7.9% 29,769 $4.9M
Clarus Wealth Advisors 2.59% Reduce -1.4% 29,503 $4.9M
Great Valley Advisor Group, Inc. 0.14% Add +22.7% 29,572 $4.9M
Level Four Advisory Services, LLC 0.22% Reduce -2.0% 29,504 $4.8M
Sowell Financial Services LLC 0.23% Add +25.9% 29,105 $4.8M
Access Financial Services, Inc. 2.17% Reduce -2.8% 29,082 $4.8M
Focus Financial Network, Inc. 0.20% Reduce -0.4% 27,863 $4.8M
Private Client Services, LLC 2.99% Add +34.8% 28,996 $4.8M
Diversify Advisory Services, LLC 0.26% Add +46.2% 29,040 $4.8M
Moneco Advisors, LLC 0.70% Reduce -16.4% 28,926 $4.8M
Rothschild Capital Partners, LLC 1.34% Reduce -74.7% 28,618 $4.7M
Relative Value Partners Group, LLC 0.61% New 28,596 $4.7M
Lake Street Private Wealth, LLC 0.61% Add +6.6% 28,596 $4.7M
Market Street Wealth Management Advisors LLC 0.80% Reduce -2.1% 28,556 $4.7M
Sage Capital Management, LLC 2.46% Add +0.1% 28,488 $4.7M
9258 Wealth Management, LLC 0.71% Reduce -4.5% 28,255 $4.6M
LYNX Capital Group Ltd. 3.20% Add +1.8% 28,138 $4.6M
Pinnacle Wealth Management Group, Inc. 3.13% Add +16.3% 28,128 $4.6M
General American Investors Co. Inc. 0.33% No change 28,111 $4.6M
Redhawk Wealth Advisors, Inc. 0.71% Reduce -10.8% 28,084 $4.6M
Fiduciary Group, LLC 0.50% Reduce -28.6% 28,077 $4.6M
NovaPoint Capital, LLC 1.56% Reduce -28.0% 28,044 $4.6M
Insigneo Advisory Services, LLC 0.51% Reduce -0.5% 27,988 $4.6M
Personal Cfo Solutions, LLC 0.70% Add +6.9% 27,632 $4.5M
Renasant Bank 3.12% Add +356.1% 27,623 $4.5M
Bokf, NA 0.08% Add +6.1% 27,573 $4.5M
Acima Private Wealth, LLC 1.65% Add +32.9% 27,414 $4.5M
WealthShield Partners, LLC 0.68% Add +88.3% 27,224 $4.5M
Ethos Financial Group, LLC 0.79% Add +10.0% 27,198 $4.5M
Lake Hills Wealth Management, LLC 3.21% Add +40.1% 27,192 $4.5M
Thoroughbred Financial Services, LLC 0.30% Add +45.5% 27,177 $4.5M
Wellspring Financial Advisors, LLC 0.50% Reduce -1.1% 27,022 $4.4M
Gateway Wealth Partners, LLC 1.33% Add +29.0% 26,878 $4.4M
Carolinas Wealth Consulting LLC 0.85% Reduce -27.1% 26,858 $4.4M
GeoWealth Management, LLC 0.19% Add +219.4% 26,854 $4.4M
Spire Wealth Management 0.15% Reduce -5.1% 26,524 $4.4M
Parkside Investments, LLC 0.69% Add +0.6% 26,484 $4.4M
Agf Management Ltd. 0.02% Add +2.5% 26,468 $4.3M
Fulton Breakefield Broenniman LLC 0.32% Reduce -2.2% 26,309 $4.3M
Aspiriant, LLC 0.18% Reduce -23.1% 26,245 $4.3M
Modern Wealth Management, LLC 0.32% Reduce -0.7% 26,226 $4.3M
Cohen & Steers, Inc. 0.01% Reduce -16.0% 26,223 $4.3M
Lester Murray Antman dba SimplyRich 1.35% No change 26,011 $4.3M
First United Bank & Trust 1.58% Add +6.7% 25,770 $4.2M
Provident Wealth Management, LLC 1.54% Reduce -25.2% 25,593 $4.2M
Stone Summit Wealth LLC 1.50% Add +14.9% 25,543 $4.2M
Magnus Financial Group LLC 0.47% Add +3.3% 25,169 $4.1M
Farther Finance Advisors, LLC 0.20% Add +59.3% 25,363 $4.1M
Fortis Group Advisors, LLC 0.82% Add +231.4% 25,152 $4.1M
Defined Wealth Management, LLC 2.87% Reduce -0.1% 25,150 $4.1M
Stock Yards Bank & Trust Co. 0.14% Add +4.2% 25,060 $4.1M
Orion Capital Management LLC 2.17% Reduce -1.6% 25,045 $4.1M
Shoker Investment Counsel, Inc. 1.45% Add +19.8% 24,965 $4.1M
Erste Asset Management GmbH 0.05% Reduce -7.9% 24,750 $4.1M
Alta Wealth Advisors LLC 2.02% Add +28.0% 24,686 $4.1M
Wakefield Asset Management LLLP 1.42% Reduce -6.7% 24,613 $4.0M
New Insight Wealth Advisors 2.37% Reduce -2.6% 24,550 $4.0M
Smith Anglin Financial, LLC 0.41% Reduce -2.6% 24,470 $4.0M
FineMark National Bank & Trust 0.15% Add +4.3% 24,301 $4.0M
Ironwood Financial, llc 0.89% Add +10.6% 24,282 $4.0M
Independent Financial Group, LLC 0.16% Reduce -5.1% 24,204 $4.0M
St. Louis Trust Co 0.60% No change 24,395 $4.0M
Stone House Investment Management, LLC 1.02% Reduce -21.5% 23,822 $3.9M
RMR Capital Management, LLC 3.53% Reduce -1.3% 23,566 $3.9M
Dana Investment Advisors, Inc. 0.13% Reduce -11.7% 23,351 $3.8M
CRA Financial Services, LLC 0.77% Add +4.9% 23,313 $3.8M
Raffa Wealth Management, LLC 1.09% Add +0.4% 23,293 $3.8M
Roundview Capital LLC 0.30% Add +16.6% 23,290 $3.8M
Koss-Olinger Consulting, LLC 0.35% New 23,237 $3.8M
First National Trust Co 0.16% Reduce -26.3% 23,185 $3.8M
StoneCrest Wealth Management, Inc. 2.90% Reduce -10.2% 23,159 $3.8M
Horizon Wealth Management, LLC 0.91% Reduce -27.1% 23,152 $3.8M
Capitol Family Office, Inc. 5.08% Reduce -8.1% 23,122 $3.8M
Moloney Securities Asset Management, LLC 0.55% Reduce -2.8% 23,115 $3.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.63% Reduce -4.7% 22,974 $3.8M
Cherry Tree Wealth Management, LLC 0.95% Add +25.9% 22,934 $3.8M
Merkkuri Wealth Advisors LLC 3.42% — 22,644 $3.7M
Archford Capital Strategies, LLC 0.60% Add +1.1% 22,602 $3.7M
Azimuth Capital Investment Management LLC 0.15% No change 22,565 $3.7M
Pinnacle Financial Partners Inc 0.08% Add +2.9% 22,152 $3.7M
Legacy Private Trust Co. 0.26% Reduce -3.3% 22,477 $3.7M
Principal Securities, Inc. 0.10% Add +1.0% 22,451 $3.7M
Dorsey & Whitney Trust CO LLC 0.25% Reduce -0.1% 22,391 $3.7M
Apollon Wealth Management, LLC 0.11% Reduce -6.0% 22,356 $3.7M
Headlands Technologies LLC 0.39% Add +89.0% 22,325 $3.7M
All Season Financial Advisors, Inc. 3.29% New 22,097 $3.6M
Axxcess Wealth Management, LLC 0.10% Reduce -62.8% 22,031 $3.6M
Walleye Trading LLC 0.07% Add +53.2% 22,025 $3.6M
Highland Capital Management, LLC 0.21% Reduce -8.2% 21,989 $3.6M
National Philanthropic Trust 0.07% No change 21,920 $3.6M
Lunt Capital Management, Inc. 1.76% Add +14.6% 21,792 $3.6M
Lane & Associates LLC 2.10% Add +35.6% 21,725 $3.6M
Summit Financial Wealth Advisors, LLC 0.72% No change 21,707 $3.6M
Elevation Wealth Partners, LLC 1.68% Add +21.5% 21,616 $3.6M
Berkshire Money Management, Inc. 0.43% Reduce -8.9% 21,312 $3.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 21,160 $3.5M
Evolution Wealth Advisors, LLC 0.68% Add +4.6% 21,154 $3.5M
Gateway Advisory, LLC 0.59% Add +2.7% 21,141 $3.5M
Wick Capital Partners, LLC 1.20% Reduce -1.1% 21,087 $3.5M
Legacy Capital Group California, Inc. 1.24% Reduce -0.8% 20,983 $3.4M
Credit Agricole S A 0.02% Add +2.3% 20,951 $3.4M
Diversified Trust Co. 0.10% Add +72.2% 20,941 $3.4M
AQR Capital Management 0.01% Add +149.3% 20,882 $3.4M
Viawealth, LLC 2.10% Add +2.8% 20,600 $3.4M
Gator Capital Management, LLC 1.71% Add +7.5% 20,536 $3.4M
O'ROURKE & COMPANY, Inc 1.90% Add +5.2% 20,509 $3.4M
Penserra Capital Management LLC 0.04% Reduce -71.8% 20,472 $3.4M
Ciovacco Capital Management LLC 2.16% Reduce -1.8% 20,355 $3.3M
Prime Capital Investment Advisors, LLC 0.05% Reduce -8.3% 20,313 $3.3M
CoreCap Advisors, LLC 0.35% Reduce -1.2% 20,234 $3.3M
Pettyjohn, Wood & White, Inc. 0.64% Add +11.8% 20,205 $3.3M
Jones Financial Companies LLLP 0.00% Add +793.7% 20,180 $3.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.30% Reduce -82.7% 20,071 $3.3M
Dagco, Inc. 1.47% Reduce -1.4% 20,131 $3.3M
Counterweight Ventures, LLC 2.49% Reduce -0.1% 20,081 $3.3M
Marino, Stram & Associates LLC 0.81% Add +27.4% 20,077 $3.3M
Centaurus Financial, Inc. 0.22% Reduce -38.6% 19,958 $3.3M
First National Bank of Mount Dora, Trust Investment Services 0.79% No change 19,927 $3.3M
Hart & Patterson Financial Group LLC 1.62% Reduce -2.0% 19,910 $3.3M
Snowden Capital Advisors LLC 0.10% Reduce -14.3% 19,892 $3.3M
Krilogy Financial LLC 0.24% Add +3.1% 19,715 $3.2M
Mgo One Seven LLC 0.15% Add +2.4% 19,648 $3.2M
Brightwater Advisory LLC 2.49% Reduce -21.4% 19,646 $3.2M
Meridian Investment Counsel Inc. 1.02% Add +6.3% 19,600 $3.2M
Jacobi Capital Management LLC 0.28% Add +5.1% 19,584 $3.2M
Abbrea Capital, LLC 0.42% Add +6.0% 19,510 $3.2M
Paces Ferry Wealth Advisors, LLC 1.92% Add +4.1% 19,335 $3.2M
Peak Planning Group, LLC 1.56% Add +14.8% 19,290 $3.2M
Cordgrass Capital Advisors, LLC 0.99% Reduce -1.8% 19,187 $3.2M
Cannell & Spears LLC 0.07% Add +2.0% 19,156 $3.1M
Northeast Financial Group, Inc. 1.35% Reduce -42.0% 19,136 $3.1M
Sagace Wealth Management LLC 3.08% — 18,486 $3.1M
Maltin Wealth Management, Inc. 1.68% Add +13.0% 19,081 $3.1M
Atom Investors LP 0.31% Add +78.9% 19,007 $3.1M
Lyell Wealth Management, LP 0.30% Reduce -18.6% 18,945 $3.1M
Baker Ellis Asset Management LLC 0.47% No change 18,939 $3.1M
Hilltop Holdings Inc. 0.36% Reduce -6.2% 18,882 $3.1M
World Investment Advisors 0.19% Add +161.3% 18,843 $3.1M
AE Wealth Management LLC 0.03% Reduce -3.9% 18,750 $3.1M
Roger Wittlin Investment Advisory, LLC 1.97% Reduce -17.9% 18,711 $3.1M
TAP Consulting, LLC 0.65% Reduce -23.7% 18,711 $3.1M
Beck Bode, LLC 0.62% Reduce -24.8% 18,663 $3.1M
Investment Advisory Services Inc. /TX 1.12% Reduce -2.4% 18,589 $3.1M
Quest Investment Management LLC 0.34% Add +8.3% 18,568 $3.1M
Helios Capital Management Pte. Ltd. 1.99% Add +48.4% 18,550 $3.0M
Meridian Financial Advisors, LLC 2.19% Add +6.2% 18,391 $3.0M
Bison Wealth, LLC 0.49% No change 17,833 $3.0M
Cowa, LLC 1.61% Add +193.1% 28,097 $3.0M
Jaffetilchin Investment Partners, LLC 0.26% Reduce -2.2% 18,271 $3.0M
Bouchey Financial Group, Ltd. 0.28% Reduce -0.1% 18,197 $3.0M
GM Advisory Group, LLC 0.19% Add +0.8% 18,160 $3.0M
Ironsides Asset Advisors, LLC 0.99% Add +0.4% 18,108 $3.0M
Moneta Group Investment Advisors LLC 0.05% Add +1.7% 17,826 $2.9M
Marshall Financial Group, LLC 0.81% Add +11.2% 17,711 $2.9M
Caprock Group, LLC 0.12% Reduce -10.2% 17,667 $2.9M
Martel Wealth Advisors LLC 0.62% Add +0.7% 17,647 $2.9M
Avidian Wealth Enterprises, LLC 0.14% Add +3.6% 17,610 $2.9M
Williams Jones Wealth Management, LLC. 0.04% Reduce -20.2% 17,439 $2.9M
TrueWealth Advisors, LLC 1.06% Add +13.6% 17,401 $2.9M
Arkos Global Advisors 0.46% Reduce -12.1% 17,393 $2.9M
Verity Asset Management, Inc. 1.12% Reduce -0.2% 17,349 $2.9M
Catalina Capital Group, LLC 1.08% Add +93.2% 17,299 $2.8M
Kovack Advisors, Inc. 0.31% New 17,290 $2.8M
Mosaic Financial Group, LLC 2.03% Add +4.3% 17,175 $2.8M
Simmons Bank 0.21% Add +48.5% 17,107 $2.8M
Oak Root LLC 0.37% Reduce -55.8% 17,082 $2.8M
KPP Advisory Services LLC 0.74% Reduce -0.5% 16,970 $2.8M
AlphaStar Capital Management, LLC 0.26% Add +80.7% 16,799 $2.8M
Cullen/Frost Bankers, Inc. 0.04% Add +38.0% 16,886 $2.8M
Veery Capital, LLC 1.12% Add +12.0% 16,808 $2.8M
Telos Capital Management, Inc. 0.31% Reduce -0.8% 16,789 $2.8M
Prostatis Group LLC 0.96% Reduce -10.4% 16,686 $2.7M
Alpha Omega Wealth Management LLC 0.52% Reduce -0.2% 16,685 $2.7M
Global Financial Private Client, LLC 1.13% Reduce -6.3% 16,515 $2.7M
Waterford Advisors, LLC 1.12% Reduce -3.6% 16,312 $2.7M
Thrivent Financial for Lutherans 0.01% Add +24.8% 16,307 $2.7M
Allie Family Office LLC 1.60% Add +131.9% 16,191 $2.7M
First National Bank Sioux Falls 1.36% Reduce -6.6% 15,974 $2.6M
Bailard, Inc. 0.07% Add +0.0% 15,927 $2.6M
Walleye Capital LLC 0.03% Add +2.6% 15,900 $2.6M
O'shaughnessy Asset Management, LLC 0.03% Add +1.5% 15,861 $2.6M
Delta Investment Management, LLC 0.57% Add +0.4% 15,845 $2.6M
Schrum Private Wealth Management LLC 2.34% Reduce -4.4% 15,786 $2.6M
Private Trust Co. NA 0.28% Reduce -2.4% 15,776 $2.6M
Daymark Wealth Partners, LLC 0.12% Add +669.2% 15,722 $2.6M
Gries Financial LLC 0.53% Reduce -51.1% 15,695 $2.6M
First Interstate Bank 0.17% Add +20.6% 15,654 $2.6M
Ausdal Financial Partners, Inc. 0.27% Reduce -8.5% 15,639 $2.6M
Edgestream Partners, L.P. 0.12% Add +439.2% 15,571 $2.6M
Strategy Asset Managers LLC 0.57% Reduce -21.5% 17,067 $2.6M
PFG Advisors 0.17% Reduce -12.6% 15,504 $2.5M
Patten & Patten Inc. 0.18% Add +4.8% 15,494 $2.5M
ProVise Management Group, LLC 0.22% Add +6.3% 15,476 $2.5M
Wealthfront Advisers LLC 0.01% Reduce -15.8% 15,441 $2.5M
Klingman & Associates, LLC 0.17% Reduce -4.8% 15,368 $2.5M
Fortune Financial Advisors, LLC 1.54% Reduce -0.6% 15,341 $2.5M
First PREMIER Bank 0.67% Reduce -2.9% 15,236 $2.5M
Cambridge Capital Management, LLC 1.84% Reduce -3.0% 15,106 $2.5M
Sunpointe, LLC 1.61% Add +6.9% 15,082 $2.5M
Lanark Financial, Inc. 0.23% Reduce -4.0% 15,083 $2.5M
Creative Financial Designs Inc. 0.22% Add +6.6% 15,067 $2.5M
Rothschild Investment LLC 0.17% Add +13.6% 14,999 $2.5M
Cahill Financial Advisors Inc. 0.34% Reduce -2.7% 14,976 $2.5M
Apexium Financial, LP 0.18% Reduce -0.9% 14,939 $2.5M
Fifth Third Wealth Advisors LLC 0.19% Add +161.2% 14,913 $2.4M
Tranquility Partners, LLC 0.94% Reduce -4.2% 14,854 $2.4M
Pacific Capital Wealth Advisors, Inc. 0.45% Reduce -5.0% 14,851 $2.4M
Marco Investment Management LLC 0.22% Add +1.1% 14,769 $2.4M
Hancock Whitney Corp. 0.08% Reduce -7.3% 14,672 $2.4M
Davis R M Inc. 0.05% Add +28.2% 14,666 $2.4M
MJP Associates Inc. 0.50% Add +7.1% 14,661 $2.4M
Garner Asset Management Corp 0.89% Reduce -10.1% 14,654 $2.4M
Wealthspire Advisors, LLC 0.03% Add +15.5% 14,604 $2.4M
Acorn Wealth Advisors, LLC 1.19% Add +0.1% 14,597 $2.4M
Clear Harbor Asset Management, LLC 0.21% Reduce -13.8% 14,348 $2.4M
Godshalk Welsh Capital Management, Inc. 1.57% Reduce -2.4% 14,336 $2.4M
KWB Wealth 0.32% No change 13,852 $2.3M
BOK Financial Private Wealth, Inc. 0.17% Reduce -0.3% 14,270 $2.3M
Osborne Partners Capital Management, LLC 0.14% Reduce -2.6% 14,251 $2.3M
Rhumbline Advisers 0.00% Reduce -2.5% 14,203 $2.3M
Belpointe Asset Management LLC 0.16% Reduce -40.5% 14,129 $2.3M
Factorial Partners, LLC 1.42% No change 14,000 $2.3M
Kingsview Wealth Management, LLC 0.05% Reduce -0.3% 13,992 $2.3M
First Merchants Corp. 0.09% Reduce -1.5% 13,929 $2.3M
Summit Investment Advisory Services, LLC 2.68% New 13,896 $2.3M
Monument Capital Management 0.67% Reduce -4.5% 13,890 $2.3M
MTM Investment Management, LLC 0.93% Reduce -1.4% 13,833 $2.3M
Freestone Capital Holdings, LLC 0.08% Add +0.7% 13,813 $2.3M
Hirtle & Co., LLC 0.11% New 13,673 $2.2M
Financial Guidance Group, Inc. 1.37% New 13,601 $2.2M
Dodds Wealth, LLC 0.87% Add +0.0% 13,608 $2.2M
Alpha Cubed Investments, LLC 0.11% Reduce -13.0% 13,532 $2.2M
Avestar Capital, LLC 0.25% Reduce -10.5% 13,500 $2.2M
First Heartland Consultants, Inc. 0.22% Add +6.5% 13,493 $2.2M
Van Hulzen Asset Management, LLC 0.15% Add +56.1% 13,459 $2.2M
Conservest Capital Advisors, Inc. 0.24% No change 13,039 $2.2M
Excalibur Management Corp. 0.90% Add +40.3% 13,396 $2.2M
M Holdings Securities, Inc. 0.28% New 13,256 $2.2M
Burns J W & Co. Inc. 0.29% Add +0.3% 13,251 $2.2M
Heritage Wealth Advisors 0.10% No change 13,242 $2.2M
Tiaa Trust, National Association 0.01% Add +12.1% 13,242 $2.2M
Vontobel Holding Ltd. 0.01% Add +261.3% 13,225 $2.2M
Meridian Wealth Management, LLC 0.26% New 13,156 $2.2M
Twelve Points Wealth Management LLC 0.75% Reduce -2.8% 12,977 $2.1M
Chicago Partners Investment Group LLC 0.08% Add +0.7% 12,257 $2.1M
Sharkey, Howes & Javer 0.34% Reduce -9.8% 12,725 $2.1M
Laraway Financial Advisors Inc 1.78% Add +2.9% 13,102 $2.1M
M&T Bank Corp 0.01% Reduce -15.0% 12,675 $2.1M
Red Door Wealth Management, LLC 0.37% Add +1.4% 12,642 $2.1M
Atlas Wealth LLC 0.36% Reduce -6.4% 12,541 $2.1M
Welch Capital Partners LLC 0.49% New 12,488 $2.1M
Kennicott Capital Management LLC 0.85% Reduce -3.2% 12,464 $2.0M
Darwin Wealth Management, LLC 1.02% Reduce -5.6% 12,456 $2.0M
Discovery Capital Management, LLC / CT 0.28% Reduce -4.1% 12,441 $2.0M
L.M. Kohn & Company 0.55% Reduce -2.0% 12,267 $2.0M
Deutsche Bank AG 0.00% Add +7.9% 12,259 $2.0M
Allegheny Financial Group 0.58% Add +58.3% 12,241 $2.0M
360 Financial, Inc. 0.76% Reduce -0.8% 12,219 $2.0M
Meadow Creek Wealth Advisors LLC 1.90% Reduce -0.6% 12,206 $2.0M
Triangle Securities Wealth Management 0.56% Reduce -5.0% 12,163 $2.0M
Farmers National Bank 0.60% Add +9.3% 12,152 $2.0M
Steel Grove Capital Advisors, LLC 0.28% Reduce -42.1% 12,137 $2.0M
Cape Investment Advisory, Inc. 0.90% Add +25.6% 12,135 $2.0M
Tocqueville Asset Management L.P. 0.03% Add +100.3% 12,073 $2.0M
BTC Capital Management, Inc. 0.18% No change 12,000 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -88.0% 12,000 $2.0M
Fifth Third Bancorp 0.01% Reduce -6.1% 11,965 $2.0M
CoreFirst Bank & Trust 1.30% Add +9.8% 11,764 $1.9M
American Capital Advisory, LLC 1.37% Add +18.7% 12,180 $1.9M
Grant/GrossMendelsohn, LLC 0.88% Add +3.7% 11,665 $1.9M
Bantamac Capital, LLC 1.15% Reduce -23.2% 11,654 $1.9M
BKM Wealth Management, LLC 0.92% Reduce -1.4% 11,604 $1.9M
Patriot Investment Management Group, Inc. 0.15% Reduce -3.4% 11,576 $1.9M
Asset Allocation & Management Company, LLC 1.25% No change 11,468 $1.9M
Transamerica Financial Advisors, LLC 0.20% No change 11,465 $1.9M
American Investment Services, Inc. 0.33% No change 11,464 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.09% Reduce -7.7% 11,430 $1.9M
Silver Oak Securities, Incorporated 0.28% Reduce -40.4% 11,429 $1.9M
Boothe Investment Group, Inc. 0.86% Reduce -12.5% 11,450 $1.9M
Creekside Partners 1.03% — 11,273 $1.9M
Boston Mountain Money Management Inc. 1.22% Add +61.3% 11,237 $1.8M
Pine Valley Investments Ltd Liability Co 0.14% Add +3.2% 11,201 $1.8M
International Assets Investment Management, LLC 0.17% Add +4.0% 11,129 $1.8M
GTS Securities LLC 0.04% Reduce -84.0% 11,061 $1.8M
Silvercrest Asset Management Group LLC 0.01% Add +2.0% 11,052 $1.8M
Advisory Research Inc. 0.34% Reduce -5.5% 10,997 $1.8M
Carrera Capital Advisors 0.59% — 10,961 $1.8M
NCM Capital Management, LLC 0.94% Add +0.1% 10,924 $1.8M
Main Street Financial Solutions, LLC 0.17% Reduce -6.6% 10,848 $1.8M
Johnson Investment Counsel Inc. 0.02% Add +12.1% 10,831 $1.8M
Macroview Investment Management LLC 1.88% Add +1229.6% 10,690 $1.8M
Richard W. Paul & Associates, LLC 0.68% Reduce -12.3% 10,683 $1.8M
Biondo Investment Advisors, LLC 0.26% Add +3.3% 10,665 $1.8M
Phoenix Wealth Advisors 0.87% Add +33.2% 10,519 $1.7M
Parisi Gray Wealth Management 0.62% Add +0.4% 10,513 $1.7M
Citizens Financial Group Inc. 0.04% Add +14.9% 10,448 $1.7M
Sowa Financial Group, Inc. 1.30% Reduce -30.1% 10,441 $1.7M
Carret Asset Management, LLC 0.20% Add +11.3% 10,413 $1.7M
Curi Capital, LLC 0.04% Reduce -2.3% 10,412 $1.7M
Ted Buchan & Co 0.91% Reduce -40.6% 10,300 $1.7M
Sunbelt Securities, Inc. 0.17% Reduce -3.9% 10,235 $1.7M
Baldwin Investment Management, LLC 0.23% Reduce -1.1% 10,182 $1.7M
Whittier Trust Co. 0.02% Reduce -12.1% 10,027 $1.6M
SkyView Investment Advisors, LLC 0.29% No change 10,000 $1.6M
Glaxis Capital Management, LLC 2.85% No change 10,000 $1.6M
Alphadyne Asset Management LP 0.73% New 10,000 $1.6M
Sandler Capital Management 0.32% New 10,000 $1.6M
Spotlight Asset Group, Inc. 1.15% Reduce -1.3% 9,990 $1.6M
Mather Group, Llc. 0.02% Add +253.3% 9,659 $1.6M
Townsquare Capital LLC 0.02% Add +6.1% 9,903 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.23% Add +5.1% 9,877 $1.6M
CMG Global Holdings, LLC 1.07% Add +9.5% 9,875 $1.6M
McKinley Carter Wealth Services, Inc. 0.10% No change 9,625 $1.6M
Consolidated Portfolio Review Corp 0.37% Add +20.3% 9,620 $1.6M
Cary Street Partners Asset Management LLC 0.23% Reduce -8.1% 9,558 $1.6M
Joseph P. Lucia & Associates, LLC 0.80% Add +139.8% 9,509 $1.6M
Root Financial Partners, LLC 0.36% Reduce -1.4% 9,426 $1.5M
EagleClaw Capital Managment, LLC 0.28% Add +8.5% 9,405 $1.5M
New Potomac Partners, LLC 0.84% Add +0.6% 9,386 $1.5M
WMS Partners, LLC 0.10% Add +0.0% 9,382 $1.5M
Gilman Hill Asset Management, LLC 0.28% No change 9,356 $1.5M
RDA Financial Network 0.50% Reduce -2.8% 9,314 $1.5M
Perennial Investment Advisors, LLC 0.22% Reduce -2.5% 9,305 $1.5M
EFG Asset Management (Americas) Corp. 0.30% Add +349.8% 9,310 $1.5M
SlateStone Wealth, LLC 0.17% Add +7.9% 9,303 $1.5M
Coastline Trust Co 0.18% Reduce -22.8% 9,288 $1.5M
WASHINGTON TRUST Co 0.06% Add +22.4% 9,257 $1.5M
Seelaus Asset Management LLC 1.57% Reduce -2.6% 9,172 $1.5M
LGL Partners, LLC 0.22% Add +0.4% 9,162 $1.5M
Merit Financial Group, LLC 0.03% Reduce -4.0% 9,150 $1.5M
Buckingham Strategic Wealth, LLC 0.02% Add +1.0% 9,150 $1.5M
Tsfg, LLC 0.35% Add +0.1% 9,133 $1.5M
Mycio Wealth Partners, LLC 0.38% Reduce -1.7% 9,124 $1.5M
Blue Chip Partners, LLC 0.14% Reduce -7.9% 9,122 $1.5M
Vigilare Wealth Management 0.66% Add +637.8% 9,097 $1.5M
Advance Capital Management, Inc. 0.07% Reduce -86.0% 8,965 $1.5M
HBK Sorce Advisory LLC 0.05% Add +4.6% 8,956 $1.5M
Prairiewood Capital, LLC 0.69% No change 8,915 $1.5M
Moulton Wealth Management, Inc. 1.33% New 8,899 $1.5M
BigSur Wealth Management LLC 0.45% No change 8,850 $1.5M
Financial Counselors Inc. 0.02% Add +1.0% 8,824 $1.4M
American Institute for Advanced Investment Management, LLP 1.11% Reduce -0.6% 8,806 $1.4M
CreativeOne Wealth, LLC 0.07% Reduce -40.0% 8,768 $1.4M
Country Club Bank 0.10% Add +26.9% 8,764 $1.4M
Peregrine Asset Advisers, Inc. 0.56% Reduce -1.1% 8,677 $1.4M
Graypoint LLC 0.10% Reduce -2.8% 8,650 $1.4M
Evermay Wealth Management LLC 0.23% Add +2.4% 8,640 $1.4M
Guyasuta Investment Advisors Inc. 0.10% No change 8,977 $1.4M
Fisher Asset Management 0.00% Add +152.6% 8,586 $1.4M
Fortis Capital Advisors, LLC 0.51% Add +6.6% 8,557 $1.4M
Analyst IMS Investment Management Services Ltd. 0.06% Add +224.3% 8,530 $1.4M
Beaton Management Co. Inc. 0.75% Reduce -0.1% 8,507 $1.4M
Intellectus Partners, LLC 0.38% No change 8,472 $1.4M
Arcus Capital Partners, LLC 0.54% Reduce -31.3% 8,462 $1.4M
AdvisorNet Financial, Inc 0.13% Add +8.2% 8,460 $1.4M
Savant Capital, LLC 0.01% Reduce -1.7% 8,450 $1.4M
Trail Ridge Investment Advisors, LLC 0.71% Add +7.2% 8,360 $1.4M
Mark Sheptoff Financial Planning, LLC 0.76% Reduce -19.2% 8,325 $1.4M
Edge Capital Group, LLC 0.07% No change 8,320 $1.4M
Sandbox Financial Partners, LLC 0.52% Add +3.8% 8,267 $1.4M
WealthPLAN Partners, LLC 0.14% Reduce -72.6% 8,153 $1.3M
Compound Planning, Inc. 0.10% Add +39.7% 8,137 $1.3M
Pictet Asset Management Holding SA 0.00% Reduce -95.7% 8,090 $1.3M
KCM Investment Advisors LLC 0.05% Reduce -0.5% 8,082 $1.3M
Valmark Advisers, Inc. 0.02% Add +54.9% 8,080 $1.3M
Vertex Planning Partners, LLC 0.34% Reduce -5.8% 8,028 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.09% Add +16.2% 8,009 $1.3M
Diligent Investors, LLC 0.33% Reduce -7.4% 8,006 $1.3M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -11.1% 8,010 $1.3M
EverSource Wealth Advisors, LLC 0.09% Add +23.2% 7,625 $1.3M
Rockbridge Investment Management, LCC 0.19% Add +1.0% 7,949 $1.3M
Patten Group, Inc. 0.31% Reduce -3.5% 7,937 $1.3M
Journey Strategic Wealth LLC 0.06% Add +4.0% 7,928 $1.3M
Good Life Advisors, LLC 0.11% Reduce -8.3% 7,922 $1.3M
Renaissance Technologies 0.00% New 7,900 $1.3M
Mountain Pacific Investment Advisers LLC 0.10% Add +20.7% 7,853 $1.3M
Financial Insights, Inc. 0.36% Reduce -15.7% 7,824 $1.3M
Bangor Savings Bank 0.13% Add +23.7% 7,814 $1.3M
Hartford Financial Management Inc. 0.27% Reduce -2.2% 7,801 $1.3M
Cornerstone Wealth Group, LLC 0.11% Add +1.1% 7,791 $1.3M
Legacy Capital Wealth Partners, LLC 0.33% New 7,787 $1.3M
Francis Financial, Inc. 0.39% No change 7,762 $1.3M
Ardent Capital Management, Inc. 0.62% No change 7,755 $1.3M
Marks Group Wealth Management, Inc 0.13% No change 7,746 $1.3M
Econ Financial Services Corp 0.79% Add +0.7% 7,738 $1.3M
Keebeck Wealth Management 0.18% No change 7,590 $1.2M
Cornerstone Wealth Management, LLC 0.10% Reduce -4.6% 7,571 $1.2M
JGP Wealth Management, LLC 0.18% Reduce -8.1% 7,537 $1.2M
Litman Gregory Wealth Management LLC 0.11% Add +7.0% 7,496 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% No change 7,475 $1.2M
ARK & TLK Investments, LLC 0.46% Add +0.2% 7,461 $1.2M
Brighton Jones LLC 0.04% Reduce -1.4% 7,459 $1.2M
Alexander Labrunerie & Co., Inc. 0.66% Add +155.3% 7,422 $1.2M
Western Wealth Management, LLC 0.09% Reduce -12.2% 7,408 $1.2M
VCI Wealth Management LLC 0.60% Add +55.0% 7,357 $1.2M
Tennessee Valley Asset Management Partners 0.22% Add +68.1% 7,287 $1.2M
Trueblood Wealth Management, LLC 0.67% Reduce -9.9% 7,253 $1.2M
LexAurum Advisors, LLC 0.29% Reduce -6.7% 7,215 $1.2M
NWF Advisory Services Inc. 0.19% Reduce -1.2% 7,148 $1.2M
Townsend Asset Management Corp. /NC/ 0.45% Add +0.3% 7,126 $1.2M
Regions Financial Corp. 0.01% Reduce -0.8% 7,073 $1.2M
Alliance Wealth Management Group 0.33% No change 7,049 $1.2M
Towercrest Capital Management 0.19% No change 7,049 $1.2M
Quadrant Capital Group LLC 0.09% Add +0.8% 7,041 $1.2M
Samalin Investment Counsel, LLC 0.54% Add +1.7% 7,038 $1.2M
American Financial Advisors, LLC 0.16% Reduce -2.5% 7,038 $1.2M
Nvwm, LLC 0.31% Reduce -0.1% 7,014 $1.2M
Milestone Asset Management, LLC 0.29% Add +9.7% 7,011 $1.2M
Ameliora Wealth Management Ltd. 0.52% Reduce -78.6% 6,972 $1.1M
Aprio Wealth Management, LLC 0.21% Add +45.4% 6,968 $1.1M
Hollencrest Capital Management 0.05% Reduce -0.6% 6,916 $1.1M
Regal Investment Advisors LLC 0.07% Add +1.4% 6,898 $1.1M
Madison Park Capital Advisors, LLC 0.95% Add +3.2% 6,898 $1.1M
Van Den Berg Management I, Inc. 0.34% Reduce -2.9% 6,890 $1.1M
Rossmore Private Capital 0.15% Add +119.7% 6,877 $1.1M
PFG Investments, LLC 0.08% Reduce -55.2% 6,876 $1.1M
Elevatus Welath Management 0.42% New 6,848 $1.1M
Trust Co. of Toledo NA 0.16% No change 6,813 $1.1M
Davies Financial Advisors, Inc. 1.04% Reduce -4.0% 6,809 $1.1M
Argent Trust Co 0.05% No change 6,766 $1.1M
Per Stirling Capital Management, LLC. 0.18% Reduce -6.6% 6,763 $1.1M
Circle Wealth Management, LLC 0.03% Reduce -39.3% 6,714 $1.1M
Insight Advisors, LLC/ PA 0.20% Reduce -7.2% 6,706 $1.1M
Tranquilli Financial Advisor LLC 0.73% Reduce -28.6% 6,735 $1.1M
Delos Wealth Advisors, LLC 1.06% Add +40.3% 6,671 $1.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.30% Reduce -54.6% 6,595 $1.1M
Syverson Strege & Co 0.37% No change 6,597 $1.1M
HHM Wealth Advisors, LLC 0.16% Reduce -1.5% 6,596 $1.1M
Bigelow Investment Advisors, LLC 0.52% Add +25.4% 6,588 $1.1M
Flagship Private Wealth, LLC 0.64% Reduce -47.6% 6,549 $1.1M
Soundwatch Capital LLC 5.89% New 6,519 $1.1M
Private Portfolio Partners LLC 0.87% Add +16.6% 6,498 $1.1M
Bulltick Wealth Management, LLC 0.30% Reduce -11.0% 6,487 $1.1M
Retirement Investment Advisors, Inc. 0.13% — 6,482 $1.1M
Quadcap Wealth Management, LLC 0.19% New 6,444 $1.1M
MGB Wealth Management, LLC 0.40% No change 6,282 $1.1M
SageView Advisory Group, LLC 0.07% New 6,426 $1.1M
Stephens Consulting, LLC 0.30% No change 6,413 $1.1M
Orcam Financial Group 1.13% No change 6,403 $1.1M
Essex Private Wealth Management, LLC 2.67% Add +2.0% 6,396 $1.1M
PCA Investment Advisory Services Inc. 0.55% Reduce -13.3% 6,396 $1.1M
Marex Group Ltd 0.03% Add +73.1% 6,371 $1.0M
Barrett & Company, Inc. 0.47% Add +0.1% 6,328 $1.0M
West Coast Financial LLC 0.12% No change 6,310 $1.0M
Old National Bancorp 0.02% Reduce -5.5% 6,235 $1.0M
Sentry LLC 0.19% Reduce -1.1% 6,221 $1.0M
Castle Rock Wealth Management, LLC 0.25% Add +3.6% 6,257 $1.0M
Principal Financial Group Inc. 0.00% Add +2.2% 6,133 $1.0M
MN Wealth Advisors, LLC 0.58% Reduce -23.8% 6,118 $1.0M
Roman Butler Fullerton & Co. 0.33% Add +18.6% 6,071 $1.0M
BluePointe Capital Management, LLC 0.67% Add +64.5% 6,098 $1.0M
Summit Wealth Partners, LLC 0.21% Add +0.2% 6,096 $1.0M
Perkins Coie Trust Co 0.23% Reduce -31.7% 6,083 $999K
Coppell Advisory Solutions LLC 0.16% — 6,079 $999K
Colorado Capital Management, Inc. 0.56% Reduce -0.4% 6,069 $997K
JFS Wealth Advisors, LLC 0.08% Add +0.3% 6,050 $994K
UMB Bank, n.a. 0.02% No change 6,049 $994K
Berkshire Asset Management LLC 0.05% Add +33.4% 6,037 $992K
1832 Asset Management L.P. 0.00% No change 6,020 $989K
Andina Capital Management, LLC 0.74% Reduce -12.2% 6,011 $988K
JBF Capital, Inc. 0.15% No change 6,000 $986K
Menora Mivtachim Holdings LTD. 0.01% Reduce -77.8% 6,000 $986K
Cambridge Advisors Inc. 0.23% No change 5,981 $983K
Beacon Financial Advisory LLC 0.37% Add +13.5% 5,972 $981K
Hassell Wealth Management, LLC 0.44% No change 5,744 $981K
Outlook Wealth Advisors, LLC 0.31% Reduce -5.9% 13,122 $978K
Drexel Morgan & Co. 0.21% Add +395.8% 5,950 $977K
Tilia Fiduciary Partners, Inc. 0.76% Reduce -5.4% 5,945 $977K
Criterion Capital Advisors, LLC 0.61% Add +0.4% 5,935 $975K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -3.7% 5,927 $974K
Verdence Capital Advisors LLC 0.09% Add +1.4% 5,908 $971K
Signaturefd, LLC 0.02% Add +10.2% 5,887 $967K
PCG Wealth Advisors, LLC 0.42% Reduce -73.4% 5,844 $960K
Becker Capital Management Inc. 0.03% No change 5,839 $959K
Smithbridge Asset Management Inc. 0.20% Reduce -2.6% 5,823 $957K
Bridges Investment Management Inc. 0.01% No change 5,820 $956K
Yarger Wealth Strategies, LLC 0.57% Reduce -1.1% 5,795 $952K
Two Sigma Securities, LLC 0.05% New 5,779 $949K
Greenfield Savings Bank 0.49% Reduce -5.6% 5,777 $949K
Howard Capital Management Group, LLC 0.07% No change 5,767 $947K
Capstone Investment Advisors, LLC 0.04% Add +51.7% 5,726 $941K
Pictet North America Advisors SA 0.10% Reduce -3.0% 5,690 $935K
Up Strategic Wealth Investment Advisors LLC 1.41% Reduce -9.7% 5,667 $931K
JMG Financial Group, Ltd. 0.03% No change 5,661 $930K
First Hawaiian Bank 0.03% Reduce -75.6% 5,661 $930K
Modera Wealth Management, LLC 0.01% Add +0.1% 5,610 $922K
OMNI 360 Wealth, Inc. 0.70% Add +15.2% 5,597 $919K
TrinityPoint Wealth, LLC 0.14% Add +0.8% 5,597 $919K
Wolverine Trading, LLC 0.02% New 5,594 $919K
Mirador Capital Partners LP 0.17% Add +0.8% 5,562 $914K
Cora Capital Advisors LLC 0.47% No change 5,529 $908K
Mosaic Family Wealth Partners, LLC 0.14% Add +10.2% 5,484 $901K
Rwa Wealth Partners, LLC 0.01% Reduce -6.1% 5,480 $900K
Chemistry Wealth Management LLC 0.23% Add +2.8% 5,471 $899K
Smithfield Trust Co 0.05% Add +0.9% 5,471 $898K
Montag & Caldwell, LLC 0.18% Add +39.9% 5,461 $897K
Correct Capital Wealth Management 0.21% No change 5,419 $890K
Rooted Wealth Advisors, Inc. 0.39% Add +3.9% 5,222 $885K
Capital Analysts, LLC 0.04% Add +0.0% 5,376 $883K
Ehrlich Financial Group 0.70% New 5,373 $883K
Sandy Spring Bank 0.04% Reduce -2.5% 5,373 $883K
Autumn Glory Partners, LLC 0.45% Reduce -2.0% 5,359 $880K
Elmwood Wealth Management, Inc. 0.39% Reduce -0.4% 5,329 $875K
Prepared Retirement Institute LLC 0.58% Add +29.3% 5,316 $873K
Cardiff Park Advisors, LLC 0.08% Add +29.4% 5,313 $873K
Journey Advisory Group, LLC 0.10% Reduce -11.0% 5,274 $866K
Monte Financial Group, LLC 0.38% Reduce -8.1% 5,269 $866K
ICA Group Wealth Management, LLC 0.52% Reduce -36.9% 5,230 $859K
Salomon & Ludwin, LLC 0.09% Reduce -7.5% 5,178 $851K
Kesler, Norman & Wride, LLC 0.18% No change 5,093 $837K
Members Wealth LLC 0.56% — 4,532 $835K
Ascentis Independent Advisors 0.17% — 5,076 $834K
Conscious Wealth Investments, LLC 0.59% Add +0.5% 4,888 $827K
SteelPeak Wealth, LLC 0.04% Add +4.2% 5,030 $826K
Capital Management Associates 0.97% No change 5,000 $821K
Register Financial Advisors LLC 0.41% Add +0.1% 4,996 $821K
Professional Financial Advisors, LLC 0.22% Add +16.7% 4,958 $815K
AllSquare Wealth Management LLC 0.49% Reduce -2.1% 4,945 $812K
Zions Bancorporation, N.A. 0.06% New 4,900 $805K
Covenant Asset Management, LLC 0.18% Add +6.5% 4,885 $803K
Empowered Funds, LLC 0.01% New 4,885 $803K
Wealthspire Retirement, LLC 0.07% Reduce -2.8% 4,848 $796K
D L Carlson Investment Group Inc. 0.15% Reduce -12.0% 4,843 $796K
Novare Capital Management LLC 0.07% New 4,841 $795K
LongView Wealth Management 0.29% Reduce -5.8% 4,839 $795K
Northwest Wealth Management, LLC 0.21% Reduce -8.8% 4,836 $794K
Keystone Wealth Services, LLC 0.25% Add +207.2% 4,796 $788K
Visionary Wealth Advisors 0.05% Reduce -39.9% 4,796 $788K
Coordinated Financial Services, Inc. 0.68% Add +4.4% 4,785 $786K
Wambolt & Associates, LLC 0.23% Reduce -4.9% 4,801 $782K
Cinctive Capital Management LP 0.04% New 4,741 $779K
Harmony Asset Management LLC 0.33% Reduce -12.3% 4,727 $777K
Everett Harris & Co. 0.01% Add +0.1% 4,699 $772K
J. W. Coons Advisors, LLC 0.14% Reduce -1.5% 4,673 $768K
Wellington Shields Capital Management, LLC 0.14% No change 4,655 $765K
Strategic Blueprint, LLC 0.05% Reduce -2.0% 4,648 $764K
Benchmark Investment Advisors LLC 0.55% Add +0.6% 4,645 $763K
Inscription Capital, LLC 0.12% Reduce -14.7% 4,642 $763K
Crossmark Global Holdings, Inc. 0.01% No change 4,624 $760K
Romano Brothers and Company 0.10% Add +71.5% 4,606 $757K
Cascade Financial Partners, LLC 0.10% No change 4,576 $752K
Second Half Financial Partners, LLC 0.60% Add +0.5% 4,562 $749K
Annex Advisory Services, LLC 0.03% Add +5.7% 4,527 $744K
Maripau Wealth Management LLC 0.51% New 4,511 $741K
Burney Co./ 0.03% Reduce -7.4% 4,503 $740K
Security Financial Services, INC. 0.16% Add +29.1% 4,500 $739K
Petra Financial Advisors Inc. 0.53% Reduce -20.9% 4,475 $735K
Acas, LLC 0.64% Add +0.3% 4,282 $735K
Woodard & Co. Asset Management Group Inc. 0.18% No change 4,457 $732K
IFG Advisory, LLC 0.05% New 4,456 $732K
Key Client Fiduciary Advisors, LLC 0.37% Add +3.9% 4,456 $732K
CSM Advisors, LLC 0.05% No change 4,450 $731K
MorganRosel Wealth Management, LLC 0.26% Reduce -0.0% 4,445 $730K
Wunderlich Capital Managemnt 0.32% Add +2685.4% 4,401 $723K
Wealth Architects, LLC 0.09% No change 4,378 $719K
XML Financial, LLC 0.07% Add +0.1% 4,361 $716K
Opal Wealth Advisors, LLC 0.23% Add +1.6% 4,353 $715K
Old Port Advisors 0.21% Reduce -1.5% 4,347 $714K
First National Bank of Omaha 0.05% Add +56.7% 4,310 $708K
Investment Planning Advisors, Inc. 0.36% — 4,308 $708K
Mizuho Markets Americas LLC 0.02% New 4,283 $704K
Flagstar Securities, Inc. 0.19% Add +0.3% 4,271 $702K
Arrowroot Family Office, LLC 0.45% Add +36.1% 4,264 $700K
Epiq Partners, LLC 0.47% Add +0.2% 4,249 $698K
Retirement Planning Group, LLC 0.04% Add +33.2% 4,237 $696K
SeaCrest Wealth Management, LLC 0.08% Add +1.0% 4,231 $695K
Beacon Capital Management, LLC 0.13% Add +0.2% 4,215 $692K
West Oak Capital, LLC 0.28% No change 4,190 $688K
CW Advisors, LLC 0.01% New 4,171 $685K
Procyon Advisors, LLC 0.05% Add +69.2% 4,169 $685K
Guardian Wealth Advisors, LLC / NC 0.08% Reduce -22.9% 4,169 $685K
One Capital Management, LLC 0.02% Add +105.8% 4,134 $679K
WoodTrust Financial Corp 0.11% New 4,130 $678K
Advocacy Wealth Management, LLC 0.06% Reduce -1.5% 4,100 $674K
Morton Capital Management LLC 0.16% No change 4,097 $673K
Mesirow Financial Investment Management, Inc. 0.02% No change 4,092 $672K
Northwest Financial Advisors 0.68% Add +0.3% 4,050 $665K
Betterment LLC 0.00% Add +0.6% 4,045 $665K
MSH Capital Advisors LLC 0.22% Reduce -22.6% 4,043 $664K
Grove Bank & Trust 0.11% Add +98.0% 4,041 $664K
Flaharty Asset Management, LLC 0.10% Reduce -0.7% 4,029 $662K
North Star Investment Management Corp. 0.05% Reduce -7.0% 4,016 $660K
Austin Asset Management Co Inc 0.14% No change 4,000 $657K
Peterson Wealth Advisors, LLC 0.14% Add +0.4% 3,999 $657K
LJI Wealth Management, LLC 0.14% No change 3,986 $655K
Segment Wealth Management, LLC 0.05% Reduce -0.3% 3,965 $651K
Cooksen Wealth, LLC 0.66% Reduce -2.6% 3,964 $651K
AMJ Financial Wealth Management 0.20% Reduce -47.9% 3,963 $651K
Abound Wealth Management 0.24% Add +0.2% 3,960 $651K
Phraction Management LLC 0.26% No change 3,943 $648K
Evergreen Capital Management LLC 0.02% Reduce -3.0% 3,915 $643K
Wealth Alliance, LLC 0.08% Add +4.5% 3,914 $643K
TruWealth Advisors, LLC 0.04% Reduce -3.9% 3,897 $640K
JT Stratford LLC 0.12% Reduce -57.5% 3,882 $638K
Carr Financial Group Corp 0.20% Reduce -57.7% 3,874 $636K
Callan Capital, LLC 0.05% New 3,867 $635K
Stokes Family Office, LLC 0.07% No change 3,830 $629K
Smith Shellnut Wilson LLC 0.30% Reduce -4.4% 3,793 $623K
Pegasus Partners Ltd. 0.06% Reduce -5.2% 3,772 $620K
Strategic Investment Advisors / MI 0.07% Add +2.8% 3,743 $615K
HBW Advisory Services LLC 0.10% Reduce -84.0% 3,729 $613K
MKT Advisors LLC 0.30% Add +0.0% 3,724 $610K
Unconventional Investor, LLC 0.43% Reduce -8.4% 3,689 $606K
NorthRock Partners, LLC 0.02% Reduce -52.3% 3,685 $605K
Brandywine Oak Private Wealth LLC 0.06% Reduce -2.7% 3,622 $595K
Weaver Capital Management LLC 0.19% Reduce -4.8% 3,618 $594K
Charter Research & Investment Group, Inc. 0.47% Add +3.2% 3,608 $593K
Horizons Wealth Management 0.47% Reduce -1.4% 3,519 $593K
Foundations Investment Advisors, LLC 0.01% Reduce -6.3% 3,602 $592K
TCV Trust & Wealth Management, Inc. 0.06% Add +34.8% 2,257 $590K
Delta Financial Group, Inc. 0.25% Add +13.8% 3,577 $588K
Ingalls & Snyder LLC 0.03% Add +3.7% 3,568 $586K
Forum Financial Management, LP 0.01% Add +0.5% 3,566 $586K
Inspire Advisors, LLC 0.08% Reduce -2.6% 3,557 $584K
Tenon Financial LLC 0.46% No change 3,555 $584K
Intrua Financial, LLC 0.09% Reduce -32.2% 3,550 $583K
Alpha Financial Partners LLC 0.50% Add +66.1% 3,547 $583K
ICW Investment Advisors LLC 0.26% Add +5.4% 3,536 $581K
J.Safra Asset Management Corp 0.06% No change 3,516 $578K
Kingswood Wealth Advisors, LLC 0.05% Reduce -22.6% 3,509 $577K
Marshall Financial Group Inc. 0.19% Add +0.4% 3,502 $575K
Hedges Asset Management LLC 0.41% No change 3,500 $575K
Clifford Swan Investment Counsel LLC 0.02% Add +0.1% 3,483 $572K
Berger Financial Group, Inc 0.05% Reduce -10.0% 3,458 $568K
Moors & Cabot, Inc. 0.03% Reduce -0.6% 3,445 $566K
Braun Stacey Associates Inc. 0.02% No change 3,436 $564K
WealthTrust Axiom LLC 0.19% Add +3.4% 3,431 $564K
Relyea Zuckerberg Hanson LLC 0.09% Reduce -14.8% 3,430 $564K
Stevard, LLC 0.49% Add +35.3% 3,426 $563K
Balanced Wealth Group LLC 0.26% Reduce -14.6% 3,453 $563K
Birmingham Capital Management Co. Inc. 0.22% No change 3,420 $562K
Kohmann Bosshard Financial Services, LLC 0.08% No change 3,417 $561K
R. W. Roge & Company, Inc. 0.32% Reduce -0.0% 3,406 $559K
Longview Financial Advisors, Inc. 0.42% Add +1.1% 3,375 $555K
Avaii Wealth Management, LLC 0.31% Reduce -17.5% 3,375 $554K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $554K
Commerce Bank 0.00% Add +6.3% 3,358 $552K
Latitude Advisors, LLC 0.34% Reduce -5.4% 3,340 $549K
Radnor Capital Management, LLC 0.17% Add +0.8% 3,322 $546K
Banque Pictet & Cie SA 0.01% Reduce -26.4% 3,320 $545K
Weaver Consulting Group 0.19% No change 3,305 $543K
Evoke Wealth, LLC 0.80% Reduce -71.3% 3,304 $543K
Schnieders Capital Management LLC 0.11% No change 3,298 $542K
Optimum Investment Advisors 0.24% Add +51.8% 3,294 $541K
Envoi LLC 1.71% No change 3,270 $537K
Sierra Capital LLC 0.07% No change 3,261 $536K
Lee Financial Co 0.09% Reduce -6.2% 3,254 $535K
Live Oak Private Wealth LLC 0.09% Add +58.1% 3,230 $531K
Sterling Financial Planning, Inc. 0.21% Reduce -0.4% 3,216 $528K
Sound Income Strategies, LLC 0.04% Reduce -46.1% 3,186 $523K
Larson Financial Group LLC 0.04% Add +271.0% 3,176 $522K
Aries Wealth Management 0.16% No change 3,168 $520K
Nvest Financial, LLC 0.32% Reduce -22.2% 3,164 $520K
Zacks Investment Management 0.01% Reduce -89.4% 3,155 $518K
Maxwell Wealth Strategies Inc. 0.25% No change 3,145 $517K
Castleview Partners, LLC 0.29% Reduce -3.8% 3,137 $515K
GSG Advisors LLC 0.18% Add +25.3% 3,158 $515K
West Bancorporation Inc. 0.38% Add +47.2% 3,119 $512K
Essex Bank 0.14% Reduce -12.0% 3,118 $512K
Glenview Trust Co 0.01% Add +18.3% 3,092 $508K
Selway Asset Management 0.21% Reduce -18.5% 3,088 $507K
Dudley Capital Management, LLC 0.28% Add +4.2% 3,083 $506K
Institute for Wealth Management, LLC. 0.07% Reduce -28.7% 3,082 $506K
Paulson Wealth Management Inc. 0.15% No change 3,082 $506K
Cypress Asset Management Inc. 0.13% Add +6.4% 2,637 $504K
Horizon Kinetics Asset Management LLC 0.01% Reduce -5.3% 3,061 $503K
Parkside Financial Bank & Trust 0.08% No change 3,051 $501K
Sherrill & Hutchins Financial Advisory, Inc 0.45% New 3,047 $501K
Investment Partners, LTD. 0.22% No change 3,029 $498K
QRG Capital Management, Inc. 0.01% Add +0.4% 3,019 $496K
Wealth Dimensions Group, Ltd. 0.14% Add +0.1% 3,011 $495K
Venturi Wealth Management, LLC 0.03% Reduce -76.8% 3,011 $495K
Merrion Investment Management Co, LLC 0.34% No change 3,000 $493K
Meridian Wealth Advisors, LLC 0.09% Add +36.5% 2,999 $493K
Investment House LLC 0.03% Add +33.0% 2,982 $490K
CFS Investment Advisory Services, LLC 0.04% No change 2,978 $489K
Accel Wealth Management 0.20% Add +39.2% 2,976 $489K
Lodestone Wealth Management LLC 0.26% Add +0.2% 2,954 $485K
waypoint wealth counsel 0.37% Add +0.8% 2,952 $485K
Wetzel Investment Advisors, Inc. 0.28% No change 2,859 $484K
McGlone Suttner Wealth Management, Inc. 0.10% Reduce -0.2% 3,067 $484K
Fusion Capital, LLC 0.22% Add +19.8% 2,942 $483K
Sfmg, LLC 0.04% Add +14.0% 2,937 $482K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -4.7% 2,931 $482K
Foguth Wealth Management, LLC. 0.21% Add +0.3% 2,909 $478K
Bluesphere Advisors LLC 0.24% Reduce -2.6% 2,903 $477K
Lansing Street Advisors 0.20% Add +0.4% 2,894 $475K
MinichMacGregor Wealth Management, LLC 0.12% Reduce -0.4% 2,889 $475K
Capital Market Strategies LLC 0.30% Reduce -42.5% 2,886 $474K
Montz Harcus Wealth Management LLC 0.31% Add +47.0% 2,879 $473K
Silverlake Wealth Management LLC 0.19% Add +10.5% 2,878 $473K
Donaldson Capital Management, LLC 0.02% No change 2,870 $471K
Fragasso Financial Advisors Inc 0.04% Add +0.0% 2,870 $471K
Calton & Associates, Inc. 0.24% Reduce -3.9% 2,866 $471K
Prosperity Wealth Management, Inc. 0.23% Reduce -1.6% 2,859 $470K
Founders Financial Alliance, LLC 0.14% Add +2.4% 2,852 $469K
RFG Advisory, LLC 0.02% Reduce -87.4% 2,850 $468K
Capital Asset Advisory Services LLC 0.03% Add +7.6% 2,854 $467K
Roberts Wealth Advisors, LLC 0.16% Reduce -2.6% 2,850 $467K
Formidable Asset Management, LLC 0.08% Add +73.0% 2,831 $465K
Plum Street Advisors, LLC 0.27% Add +11.3% 2,829 $465K
Bfsg, LLC 0.06% Reduce -35.9% 2,829 $465K
Inlet Private Wealth, LLC 0.13% Add +4.4% 2,804 $461K
Atlantic Union Bankshares Corp 0.03% Reduce -4.5% 2,801 $460K
Greenwich Wealth Management LLC 0.03% Add +3.7% 2,802 $460K
Mitchell Sinkler & Starr 0.12% No change 2,706 $459K
49 Wealth Management, LLC 0.09% Add +8.3% 2,815 $459K
Coastal Bridge Advisors, LLC 0.11% New 2,792 $459K
Hengehold Capital Management LLC 0.05% Reduce -2.1% 2,784 $457K
Equity Investment Corp. 0.01% New 2,775 $456K
MBE Wealth Management, LLC 0.27% Reduce -13.4% 2,763 $454K
Jmac Enterprises LLC 0.08% Add +9.4% 2,753 $452K
Nicolet Bankshares Inc. 0.09% Reduce -72.3% 2,750 $452K
Salem Investment Counselors Inc. 0.01% Add +0.7% 2,749 $452K
Capital Investment Counsel, Inc 0.07% Add +13.8% 2,734 $449K
Northwest Bancshares, Inc. 0.08% No change 2,729 $448K
Empirical Asset Management, LLC 0.17% New 82,348 $446K
First County Bank 0.23% Reduce -15.1% 2,694 $443K
Edge Wealth Management LLC 0.09% Add +0.1% 2,690 $442K
Sequent Planning LLC 0.15% Add +48.7% 2,710 $442K
Apollon Financial, LLC 0.14% Add +5.9% 2,684 $441K
Merriman Wealth Management, LLC 0.02% No change 2,679 $440K
Fourpath Capital Management, LLC 0.33% Reduce -2.9% 2,675 $439K
Pittenger & Anderson Inc. 0.02% No change 2,666 $438K
Santori & Peters, Inc. 0.19% Add +0.2% 2,646 $435K
Independence Bank of Kentucky 0.11% Add +7.3% 2,633 $433K
Lakeridge Wealth Management LLC 0.26% New 2,633 $432K
Capital Advisors Inc. 0.01% Add +0.1% 2,627 $431K
Founders Capital Management 0.28% Add +0.1% 2,626 $431K
True Vision MN LLC 0.28% New 2,617 $430K
America First Investment Advisors, LLC 0.11% Add +2.6% 2,607 $428K
Indiana Trust & Investment Management Co 0.16% Reduce -1.9% 2,596 $426K
WR Wealth Planners, LLC 0.13% Reduce -2.0% 2,593 $426K
Wedmont Private Capital 0.03% Add +5.4% 2,516 $424K
Boston Research & Management Inc. 0.11% Add +12.9% 2,581 $424K
American National Bank & Trust 0.05% Add +27.2% 2,574 $423K
Melfa Wealth Management, Inc. 0.29% Add +26.4% 2,566 $422K
Crestwood Advisors Group, LLC 0.01% New 2,561 $421K
Tran Capital Management, L.P. 0.05% No change 2,560 $421K
Principle Wealth Partners LLC 0.03% Add +0.0% 2,556 $420K
Old Mission Investment Co LLC 0.14% Add +0.9% 2,533 $416K
Zhang Financial LLC 0.03% Add +0.1% 2,530 $416K
Fulton Bank, N.A. 0.02% Reduce -33.9% 2,529 $415K
Colonial River Investments, LLC 0.22% Reduce -3.0% 2,509 $412K
Picton Mahoney Asset Management 0.02% Add +4.2% 2,505 $412K
Drucker Wealth 3.0, LLC 0.11% — 2,501 $411K
Prio Wealth Limited Partnership 0.01% Add +80.1% 2,493 $410K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -14.8% 2,485 $408K
McElhenny Sheffield Capital Management, LLC 0.14% Reduce -71.3% 2,485 $408K
Hudson Value Partners, LLC 0.17% Reduce -0.8% 2,477 $407K
Retirement Planning Co of New England, Inc. 0.22% Add +40.2% 2,473 $406K
Crewe Advisors LLC 0.05% No change 2,471 $406K
Fairfield, Bush & Co. 0.24% Reduce -0.4% 2,468 $405K
Monograph Wealth Advisors, LLC 0.06% Reduce -33.3% 2,465 $405K
JSF Financial, LLC 0.12% Add +0.1% 2,458 $404K
Anchor Investment Management, LLC 0.04% Reduce -24.0% 2,446 $402K
Smith Thornton Advisors LLC 0.30% — 2,441 $401K
Grandfield & Dodd, LLC 0.03% No change 2,440 $401K
Howland Capital Management LLC 0.02% Reduce -2.7% 2,427 $399K
Capital Wealth Alliance, LLC 0.23% Reduce -4.8% 2,424 $398K
Rehmann Capital Advisory Group 0.03% Reduce -1.8% 2,404 $395K
Emergent Wealth Advisors, LLC 0.32% Reduce -4.8% 2,661 $394K
FinTrust Capital Advisors, LLC 0.07% Reduce -1.6% 2,396 $394K
Certuity, LLC 0.03% Add +37.5% 2,393 $393K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -3.9% 2,390 $393K
National Wealth Management Group, LLC 0.30% Reduce -13.1% 2,386 $392K
CPC Advisors, LLC 0.06% New 2,379 $391K
WFA of San Diego, LLC 0.35% — 2,372 $390K
Harbour Capital Advisors, LLC 0.09% Add +3.3% 2,371 $386K
Mustard Seed Financial, LLC 0.37% No change 2,348 $386K
HT Partners LLC 0.14% No change 2,337 $384K
Sax Wealth Advisors, LLC 0.04% New 2,324 $382K
Signal Advisors Wealth, LLC 0.83% Reduce -65.6% 2,316 $380K
Vista Investment Management 0.15% Add +9.3% 2,296 $377K
Fairscale Capital, LLC 0.33% — 2,190 $376K
TFB Advisors LLC 0.12% Add +7.4% 2,282 $375K
Johnson Financial Group, Inc. 0.02% Add +8.6% 2,277 $374K
Carson Advisory Inc. 0.26% Add +13.8% 2,259 $371K
AMG National Trust Bank 0.01% New 2,255 $370K
Norris Financial Group, LLC 0.19% Add +2.2% 2,254 $370K
Onyx Bridge Wealth Group LLC 0.06% Add +14.0% 2,245 $369K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -66.2% 2,239 $368K
Ritholtz Wealth Management 0.01% Reduce -3.5% 2,233 $367K
Lathrop Investment Management Co. 0.07% Add +18.7% 2,225 $366K
Resurgent Financial Advisors LLC 0.23% Reduce -54.6% 2,223 $365K
Embree Financial Group 0.07% Reduce -6.0% 2,218 $364K
Brendel Financial Advisors LLC 0.23% No change 2,204 $362K
Signature Estate & Investment Advisors LLC 0.01% New 2,195 $361K
Manhattan West Asset Management, LLC 0.10% Reduce -1.8% 2,185 $359K
CFO4Life Group, LLC 0.07% Add +0.4% 2,182 $358K
ABLE Financial Group, LLC 0.13% Add +34.0% 2,178 $358K
Symphony Financial Services, Inc. 0.31% — 1,100 $358K
Penbrook Management LLC 0.22% No change 2,170 $356K
Thompson Siegel & Walmsley LLC 0.01% No change 2,166 $356K
Collective Family Office LLC 0.10% New 2,158 $355K
Schulz Wealth, LTD. 0.30% No change 2,140 $352K
Garrett Wealth Advisory Group, LLC 0.13% New 2,140 $352K
Gibbs Wealth Management 0.14% Add +30.0% 2,134 $351K
Private Capital Management LLC 0.07% No change 2,120 $348K
Empower Advisory Group, LLC 0.00% Reduce -28.9% 2,118 $348K
Kellett Wealth Advisors, LLC 0.28% Reduce -47.7% 2,118 $348K
Pacific Sun Financial Corp 0.21% Reduce -6.6% 2,115 $347K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -0.9% 2,108 $346K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.02% New 2,108 $346K
K.J. Harrison & Partners Inc 0.06% No change 2,105 $346K
Shapiro Capital Management LLC 0.01% Reduce -93.1% 2,100 $345K
New Century Financial Group, LLC 0.15% New 2,088 $343K
Platform Technology Partners 0.12% — 2,077 $341K
Atlas Brown,Inc. 0.12% Reduce -13.4% 2,074 $341K
WPWealth LLP 0.08% Reduce -3.5% 2,069 $340K
YHB Investment Advisors, Inc. 0.03% Reduce -28.1% 2,065 $339K
Clear Point Advisors Inc. 0.28% Add +24.9% 2,065 $339K
Massachusetts Wealth Management 0.23% New 2,059 $338K
Ironwood Investment Counsel, LLC 0.06% Add +29.3% 2,050 $337K
Tradewinds, LLC. 0.10% Reduce -41.4% 2,046 $336K
Main Street Group, LTD 0.16% Add +46.7% 2,057 $335K
Raleigh Capital Management Inc. 0.14% Reduce -24.2% 2,038 $335K
Gen-Wealth Partners Inc 0.16% No change 2,024 $333K
Bank of New Hampshire 0.09% Reduce -8.2% 2,019 $332K
Pps&v Asset Management Consultants, Inc. 0.24% Reduce -13.3% 2,009 $330K
Essential Planning, LLC. 0.14% New 2,000 $329K
Asio Capital, LLC 0.07% No change 2,000 $329K
Pin Oak Investment Advisors Inc. 0.31% Add +0.3% 1,995 $328K
Destination Wealth Management 0.01% Add +5.0% 1,996 $328K
First City Capital Management, Inc. 0.18% Add +6.0% 1,994 $328K
Brogan Financial, Inc. 0.21% Add +15.2% 1,982 $326K
Legacy Financial Strategies, LLC 0.08% Reduce -38.1% 1,965 $322K
Higgins & Schmidt Wealth Strategies LLC 0.23% No change 1,952 $321K
Farmers Trust Co. 0.06% No change 1,936 $318K
Penobscot Wealth Management 0.19% Reduce -7.6% 1,941 $318K
Westbourne Investment Advisors, Inc. 0.12% Add +0.4% 1,936 $318K
Long Run Wealth Advisors, LLC 0.08% No change 1,929 $317K
NBT Bank, N.A. 0.02% No change 1,926 $316K
Passive Capital Management, LLC. 0.12% New 1,915 $315K
Trust Co. of Vermont 0.02% Add +20.9% 1,913 $314K
Financial Partners Group, LLC 0.12% Reduce -5.0% 1,903 $313K
Integris Wealth Management, LLC 0.09% No change 1,900 $312K
Oxford Financial Group, LTD. LLC 0.02% New 1,891 $311K
Pinnacle Bancorp, Inc. 0.09% Add +35.8% 1,887 $310K
Lake Street Advisors Group, LLC 0.01% New 1,887 $310K
Etfidea, LLC 0.10% No change 1,876 $308K
Traphagen Investment Advisors LLC 0.03% Reduce -34.4% 1,874 $308K
Global Trust Asset Management, LLC 0.12% Reduce -22.4% 1,853 $304K
Aft, Forsyth & Company, Inc. 0.15% Add +0.3% 1,837 $302K
Vantage Financial Partners, LLC 0.08% Add +8.3% 1,835 $301K
Legacy Advisors, LLC 0.04% New 1,832 $301K
CAP Partners, LLC 0.24% Reduce -2.2% 1,831 $301K
Mogy Joel R Investment Counsel Inc. 0.02% No change 1,830 $301K
Hills Bank & Trust Co 0.02% Add +2.8% 1,820 $299K
Delta Wealth Advisors LLC 0.29% Add +7.3% 1,817 $299K
Tyche Wealth Partners LLC 0.07% Add +0.1% 1,812 $298K
XTX Topco Ltd 0.03% New 1,802 $296K
Private Wealth Advisors, LLC 0.13% New 1,812 $295K
Flagship Harbor Advisors, LLC 0.02% Add +11.3% 1,788 $294K
Soltis Investment Advisors LLC 0.03% Reduce -3.2% 1,776 $292K
Bedel Financial Consulting, Inc. 0.04% Add +0.5% 1,766 $290K
Zimmermann Investment Management & Planning LLC 0.10% Add +23.4% 1,759 $289K
Lloyd Advisory Services, LLC. 0.14% New 1,750 $287K
Kirr Marbach & Co. LLC 0.07% Reduce -20.1% 1,750 $287K
Southland Equity Partners LLC 0.08% Add +2.2% 1,747 $287K
Advisors Management Group Inc. 0.07% Add +6.2% 1,742 $286K
Obsidian Cio, LLC 0.07% Add +0.1% 1,734 $285K
SignalPoint Asset Management, LLC 0.08% Add +0.3% 1,734 $285K
Chesapeake Wealth Management 0.10% Add +11.8% 1,732 $285K
Pinkerton Wealth, LLC 0.04% New 1,731 $284K
Executive Wealth Management, LLC 0.05% Add +0.1% 1,719 $282K
Rockingstone Advisors LLC 0.14% Reduce -5.6% 1,700 $279K
TBH Global Asset Management, LLC 0.06% No change 1,700 $279K
Tortoise Investment Management, LLC 0.03% No change 1,700 $279K
KMG Fiduciary Partners, LLC 0.03% No change 1,687 $277K
GEM Asset Management, LLC 0.17% Add +2.7% 1,686 $277K
Channel Wealth LLC 0.10% Reduce -0.8% 1,685 $277K
Beaumont Financial Advisors, LLC 0.02% New 1,685 $277K
United Advisor Group, LLC 0.09% Reduce -24.9% 1,678 $276K
Ellis Investment Partners, LLC 0.06% New 1,677 $275K
Appleton Partners Inc. 0.02% No change 1,660 $273K
Quantinno Capital Management LP 0.00% Add +3.4% 1,659 $273K
Ashton Thomas Private Wealth, LLC 0.01% New 1,656 $272K
Tyler-Stone Wealth Management 0.11% Add +0.1% 1,655 $272K
SVB Wealth LLC 0.01% Reduce -42.5% 1,653 $272K
Atticus Wealth Management, LLC 0.09% Reduce -39.0% 1,641 $270K
D.B. Root & Company, LLC 0.09% New 1,630 $268K
Mad River Investors 0.18% No change 1,626 $267K
Keudell/Morrison Wealth Management 0.08% Add +8.0% 1,616 $265K
Plotkin Financial Advisors, LLC 0.17% Reduce -10.5% 1,615 $265K
Savvy Advisors, Inc. 0.09% No change 1,600 $263K
Colton Groome Financial Advisors, LLC 0.10% Reduce -52.1% 1,597 $262K
Sage Mountain Advisors LLC 0.02% Add +299.3% 1,597 $262K
Tidal Investments LLC 0.00% Reduce -80.3% 1,595 $262K
Toth Financial Advisory Corp. 0.03% Add +28.2% 1,590 $261K
New Wave Wealth Advisors LLC 0.14% — 1,583 $260K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -10.0% 1,575 $259K
Purus Wealth Management, LLC 0.11% No change 1,574 $259K
Trinity Wealth Management, LLC 0.13% Reduce -0.2% 1,564 $257K
Bar Harbor Wealth Management 0.02% Add +23.7% 1,555 $255K
Rinkey Investments 0.09% No change 1,548 $254K
ARS Wealth Advisors Group, LLC 0.03% No change 1,545 $254K
Integrated Investment Consultants, LLC 0.07% No change 1,489 $252K
Florida Financial Advisors, LLC 0.15% New 1,534 $252K
Washington Trust Advisors, Inc. 0.02% Add +0.4% 1,527 $251K
Kanawha Capital Management LLC 0.02% Reduce -1.0% 1,518 $249K
Bridge Creek Capital Management LLC 0.08% New 1,515 $249K
Warwick Investment Management, Inc. 0.06% No change 1,507 $248K
Accurate Wealth Management, LLC 0.06% Reduce -83.3% 1,462 $247K
GAMMA Investing LLC 0.03% Add +87.6% 1,501 $247K
Chilton Investment Co. Inc. 0.01% Reduce -42.3% 1,500 $246K
Monument Group Wealth Advisors, LLC 0.17% Add +0.4% 1,494 $245K
Thompson Davis & Co., Inc. 0.21% No change 1,491 $245K
Motiv8 Investments LLC 0.18% New 1,491 $245K
Sharp Wealth Advisory, LLC 0.21% New 1,490 $245K
Saxony Capital Management, LLC 0.27% Reduce -37.6% 1,488 $244K
Austin Wealth Management, LLC 0.06% No change 1,462 $244K
Rosenberg Matthew Hamilton 0.07% Reduce -65.0% 1,495 $244K
JPL Wealth Management, LLC 0.12% No change 1,482 $243K
Welch & Forbes LLC 0.00% New 1,472 $242K
Rockwood Wealth Management, LLC 0.03% Add +7.3% 1,471 $242K
ORG Partners LLC 0.03% New 1,483 $242K
Clare Market Investments LLC 0.07% New 1,465 $241K
Sage Capital Advisors,llc 0.07% Add +0.1% 1,453 $239K
Crown Wealth Group, LLC 0.12% New 1,447 $238K
Verus Capital Partners, LLC 0.02% Reduce -4.8% 1,443 $237K
Kathleen S. Wright Associates Inc. 0.11% Reduce -10.4% 1,442 $237K
Adero Partners, LLC 0.02% No change 1,440 $237K
Lodestar Private Asset Management LLC 0.03% No change 1,439 $236K
Founders Financial Securities LLC 0.02% Reduce -90.8% 1,436 $236K
Granite Group Advisors, LLC 0.18% No change 1,430 $235K
WorthPointe, LLC 0.11% Reduce -69.5% 1,428 $235K
Mathes Company, Inc. 0.09% No change 1,425 $234K
Clarity Financial LLC 0.04% Reduce -1.4% 1,424 $234K
Coldstream Capital Management Inc. 0.01% No change 1,419 $233K
Keel Point, LLC 0.02% New 1,388 $233K
BIP Wealth, LLC 0.02% Reduce -5.2% 1,415 $233K
Beverly Hills Private Wealth, LLC 0.05% No change 1,412 $232K
Archvest Wealth Advisors, Inc. 0.15% Reduce -13.1% 1,422 $232K
Legacy Wealth Management, LLC / MS 0.10% New 1,410 $232K
Paragon Capital Management Ltd 0.04% Reduce -2.4% 1,406 $231K
Acropolis Investment Management, LLC 0.01% Reduce -6.0% 1,401 $230K
Calamos Wealth Management LLC 0.01% No change 1,400 $230K
Blueprint Investment Partners LLC 0.05% Add +5.4% 1,395 $229K
Turtle Creek Wealth Advisors, LLC 0.05% No change 1,393 $229K
Hubbell Strickland Wealth Management, LLC 0.11% Add +0.4% 1,388 $228K
Mayfair Advisory Group, LLC 0.15% Reduce -4.7% 1,352 $228K
Cyndeo Wealth Partners, LLC 0.02% No change 1,380 $227K
Meritage Portfolio Management 0.01% No change 1,374 $226K
Arq Wealth Advisors, LLC 0.10% Reduce -90.9% 1,371 $225K
RiverTree Advisors, LLC 0.15% Add +0.3% 1,368 $225K
Great Lakes Advisors, LLC 0.00% Reduce -1.0% 1,367 $225K
Kelly Financial Services LLC 0.08% Add +2372.7% 1,360 $223K
Advisory Alpha, LLC 0.01% Add +0.2% 1,359 $223K
Harrell Investment Partners, LLC 0.06% Reduce -10.9% 1,358 $223K
Acorn Financial Advisory Services Inc. 0.04% Reduce -3.5% 1,356 $223K
Concorde Asset Management, LLC 0.14% Reduce -53.9% 1,352 $222K
High Falls Advisors, Inc 0.05% Reduce -19.0% 1,351 $222K
Cadinha & Co. LLC 0.04% No change 1,342 $220K
Camden National Bank 0.03% No change 1,341 $220K
Fulcrum Equity Management 0.20% Add +0.1% 1,336 $220K
First Command Advisory Services, Inc. 0.00% Reduce -21.6% 1,353 $218K
CPA Asset Management Group, LLC 0.12% Add +0.2% 1,324 $218K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.2% 1,186 $217K
Fogel Capital Management, Inc. 0.12% No change 1,319 $217K
Bayesian Capital Management, LP 0.02% New 1,319 $217K
Webster Bank, N. A. 0.02% Reduce -13.2% 1,316 $216K
Bricktown Capital, LLC 0.04% Reduce -91.8% 1,308 $215K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,308 $215K
MRP Capital Investments, LLC 0.20% No change 1,300 $214K
Mechanics Bank Trust Department 0.03% Reduce -2.6% 1,300 $214K
Bank of Hawaii 0.01% New 1,299 $213K
Index Fund Advisors, Inc. 0.01% No change 1,290 $212K
Ledyard National Bank 0.02% Reduce -6.1% 1,288 $212K
Hudock, Inc. 0.04% New 1,285 $211K
PAX Financial Group, LLC 0.04% New 1,272 $209K
Moore Capital Management, LP 0.00% New 1,272 $209K
Harbor Group, Inc. 0.05% Add +0.4% 1,270 $209K
Kelleher Financial Advisors 0.09% New 1,267 $208K
RAM Investment Partners, LLC 0.06% Reduce -13.7% 1,265 $208K
Americana Partners, LLC 0.02% New 1,263 $207K
Sargent Investment Group, LLC 0.04% Add +2.9% 1,260 $207K
Capital Advisors Wealth Management, LLC 0.04% Reduce -9.0% 1,258 $207K
LPF Advisors LLC 0.19% No change 1,249 $205K
Gratus Capital, LLC 0.01% New 1,243 $204K
SFG Wealth Management, LLC. 0.12% Add +4.6% 1,236 $203K
Millennium Capital Advisors, LLC 0.13% Add +0.2% 1,235 $203K
Boston Standard Wealth Management, LLC 0.04% Add +0.3% 1,222 $201K
TCP Asset Management, LLC 0.05% No change 1,220 $200K
Semmax Financial Advisors Inc. 0.06% No change 1,187 $199K
Family Manage LLC 0.04% Reduce -27.7% 1,204 $198K
Element Wealth, LLC 0.11% No change 1,200 $197K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 1,139 $187K
Godsey & Gibb, Inc. 0.02% Add +2243.5% 1,078 $177K
Balentine LLC 0.01% Add +206.8% 1,040 $171K
Lynx Investment Advisory 0.12% — 1,015 $167K
PSI Advisors, LLC 0.05% Add +3.0% 988 $162K
Atlas Capital Advisors Inc. 0.02% Add +0.1% 987 $162K
Parallax Volatility Advisers, L.P. 0.00% New 986 $162K
Legend Financial Advisors, Inc. 0.11% Add +11.2% 983 $161K
TruNorth Capital Management, LLC 0.05% No change 967 $159K
Denver PWM, LLC 0.06% New 917 $151K
EdgeRock Capital LLC 0.12% New 904 $149K
Family Asset Management, LLC 0.09% Reduce -6.5% 891 $146K
Avior Wealth Management, LLC 0.01% Reduce -63.5% 870 $143K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% New 864 $142K
Bogart Wealth, LLC 0.01% Add +22.9% 860 $141K
Hantz Financial Services, Inc. 0.00% No change 850 $140K
NFSG Corp 0.05% Add +32.3% 848 $139K
Oakworth Capital, Inc. 0.01% No change 840 $138K
GS Investments, Inc. 0.07% No change 838 $138K
Institutional & Family Asset Management, LLC 0.02% Reduce -94.3% 836 $137K
Belvedere Trading LLC 0.01% New 816 $134K
Painted Porch Advisors LLC 0.07% New 741 $122K
CVA Family Office, LLC 0.02% Add +1.7% 715 $117K
Triad Wealth Partners, LLC 0.06% New 701 $115K
Custom Portfolio Group LLC 0.09% No change 690 $113K
SYM FINANCIAL Corp 0.02% Add +32450.0% 651 $107K
Baldwin Wealth Partners LLC 0.01% Add +9.4% 640 $105K
City State Bank 0.04% No change 629 $103K
Red Tortoise LLC 0.06% No change 625 $103K
Oliver Lagore Vanvalin Investment Group 0.03% Reduce -99.5% 595 $98K
Assetmark, Inc. 0.00% Add +2391.3% 573 $94K
Atwood & Palmer Inc. 0.01% Add +59.8% 572 $94K
Hazlett, Burt & Watson, Inc. 0.05% Add +0.2% 562 $93K
Great Lakes Retirement, Inc. 0.01% New 555 $91K
St Germain D J Co. Inc. 0.00% No change 555 $91K
Wolff Wiese Magana LLC 0.07% Add +85.9% 541 $89K
Continuum Advisory, LLC 0.01% Reduce -1.1% 535 $88K
Emfo, LLC 0.08% Reduce -45.3% 510 $84K
Addison Advisors LLC 0.03% No change 510 $84K
Wellington Shields & Co., LLC 0.03% Add +0.2% 504 $83K
Legacies Wealth LLC 0.07% No change 500 $82K
Westside Investment Management, Inc. 0.02% No change 500 $82K
Versant Capital Management, Inc 0.02% No change 490 $80K
Financial Connections Group, Inc. 0.04% New 484 $79K
LRI Investments, LLC 0.01% Add +86.3% 475 $78K
M&R Capital Management Inc. 0.02% No change 474 $78K
Providence Capital Advisors, LLC 0.02% Add +334.3% 456 $75K
Perritt Capital Management Inc 0.04% Add +0.5% 451 $74K
Blue Trust, Inc. 0.00% No change 437 $74K
Caitlin John, LLC 0.05% Add +1.4% 450 $74K
Laffer Tengler Investments, Inc. 0.02% No change 440 $72K
AlphaMark Advisors, LLC 0.03% Reduce -10.8% 437 $72K
Aspire Private Capital, LLC 0.02% No change 438 $72K
GPS Wealth Strategies Group, LLC 0.01% Reduce -6.3% 430 $71K
TrinityBridge Ltd 0.00% No change 426 $70K
Breakwater Investment Management 0.03% No change 426 $70K
Morling Financial Advisors, LLC 0.03% No change 409 $67K
Missouri Trust & Investment Co 0.02% No change 397 $65K
Chris Bulman Inc 0.04% — 388 $64K
Bartlett & Co. Wealth Management LLC 0.00% Add +23.9% 347 $57K
Glass Jacobson Investment Advisors llc 0.02% Add +10.7% 343 $56K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -66.2% 336 $55K
Tidemark, LLC 0.02% Reduce -83.7% 328 $54K
Armstrong Advisory Group, Inc. 0.00% No change 326 $54K
SOA Wealth Advisors, LLC. 0.01% No change 303 $50K
Key Financial Inc 0.01% No change 299 $49K
Guardian Wealth Management, Inc. 0.04% No change 293 $48K
Core Alternative Capital 0.01% No change 275 $45K
Peoples Financial Services Corp. 0.02% New 274 $45K
Hobbs Group Advisors, LLC 0.02% — 263 $43K
Howe & Rusling Inc. 0.00% Add +54.2% 259 $43K
Cassady Schiller Wealth Management, LLC 0.02% No change 258 $42K
MCF Advisors LLC 0.00% No change 250 $41K
PrairieView Partners, LLC 0.00% No change 250 $41K
Silicon Valley Capital Partners 0.01% Add +0.4% 242 $40K
Goodman Advisory Group, LLC 0.01% New 237 $39K
Wagner Wealth Management, LLC 0.01% Add +0.4% 228 $37K
Clear Investment Research, LLC 0.05% No change 220 $36K
Central Bank & Trust Co. 0.01% New 220 $36K
Lindbrook Capital, LLC 0.00% No change 208 $34K
Marquette Asset Management, LLC 0.01% No change 207 $34K
Redwood Wealth Management Group, LLC 0.02% New 201 $33K
Fairman Group, LLC 0.03% Add +27.4% 200 $33K
Clearstead Trust, LLC 0.01% No change 200 $33K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 200 $32K
Creekmur Asset Management LLC 0.01% No change 194 $32K
DHJJ Financial Advisors, Ltd. 0.01% Add +107.5% 193 $32K
Financial Perspectives, Inc 0.01% No change 185 $30K
Citizens National Bank Trust Department 0.01% Reduce -2.6% 185 $30K
Ransom Advisory, Ltd 0.01% New 172 $28K
Realta Investment Advisors 0.01% Reduce -72.3% 165 $27K
Y.D. More Investments Ltd 0.00% No change 165 $27K
VitalStone Financial, LLC 0.02% Add +35.3% 161 $26K
Caldwell Sutter Capital, Inc. 0.01% No change 161 $26K
Cambridge Financial Group, Inc. 0.01% No change 160 $26K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.7% 153 $25K
Front Row Advisors LLC 0.01% No change 150 $25K
Thompson Investment Management, Inc. 0.00% No change 147 $24K
Farmers & Merchants Investments Inc. 0.00% New 147 $24K
Hanson & Doremus Investment Management 0.00% No change 145 $24K
Princeton Global Asset Management LLC 0.01% No change 146 $24K
NewSquare Capital LLC 0.00% Add +151.8% 141 $23K
Birchbrook, Inc. 0.01% No change 139 $23K
Pension & Wealth Management Advisors, Inc. 0.01% Add +13.3% 136 $22K
Solstein Capital, LLC 0.01% No change 135 $22K
Pineridge Advisors LLC 0.01% No change 133 $22K
IAG Wealth Partners, LLC 0.00% Reduce -30.0% 133 $22K
Studio Investment Management LLC 0.00% New 130 $21K
Operose Advisors LLC 0.01% No change 125 $21K
Russell Investments Group, Ltd. 0.00% New 125 $21K
Tower Research Capital LLC (TRC) 0.00% New 119 $20K
Gradient Investments LLC 0.00% Add +5.7% 111 $18K
Nemes Rush Group LLC 0.00% Add +0.9% 111 $18K
FWL Investment Management, LLC 0.01% Add +131.1% 104 $17K
Financial Gravity Asset Management, Inc. 0.00% No change 101 $17K
Laurel Wealth Advisors LLC 0.00% No change 92 $15K
GHP Investment Advisors, Inc. 0.00% Reduce -36.4% 91 $15K
Iron Horse Wealth Management, LLC 0.01% No change 88 $14K
Piscataqua Savings Bank 0.01% No change 87 $14K
Richardson Financial Services Inc. 0.01% No change 83 $14K
Sittner & Nelson, LLC 0.01% No change 82 $13K
Avion Wealth 0.00% Reduce -61.9% 85 $13K
Pacific Center for Financial Services 0.00% Add +1.3% 79 $13K
Riggs Asset Managment Co. Inc. 0.00% No change 75 $12K
Broadwater Capital Management LLC 0.01% No change 71 $12K
Davis Capital Management 0.01% Reduce -68.2% 70 $11K
Janiczek Wealth Management, LLC 0.00% No change 64 $11K
Horrell Capital Management, Inc. 0.00% No change 63 $10K
SJS Investment Consulting Inc. 0.00% No change 56 $9K
Aspire Wealth Management Corp 0.01% No change 55 $9K
Prestige Wealth Management Group LLC 0.00% No change 55 $9K
Coston, McIsaac & Partners 0.00% Add +36.6% 56 $9K
Private Ocean, LLC 0.00% New 49 $8K
Provenance Wealth Advisors, LLC 0.00% No change 47 $8K
Center for Financial Planning, Inc. 0.00% No change 42 $7K
Gilliland Jeter Wealth Management LLC 0.00% New 42 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $7K
Abich Financial Wealth Management LLC 0.00% New 41 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 40 $7K
Stuart Chaussee & Associates, Inc. 0.00% No change 36 $6K
McIlrath & Eck, LLC 0.00% No change 36 $6K
Pathway Financial Advisers, LLC 0.00% Add +176.9% 36 $6K
Lowe Wealth Advisors, LLC 0.00% Add +16.7% 35 $6K
Bay Harbor Wealth Management, LLC 0.00% Reduce -13.2% 33 $5K
Cornerstone Planning Group LLC 0.00% Add +77.8% 32 $5K
Armor Investment Advisors, LLC 0.00% Add +36.4% 30 $5K
Valued Wealth Advisors LLC 0.00% New 27 $4K
Costello Asset Management, INC 0.00% New 22 $4K
Transcendent Capital Group LLC 0.00% No change 22 $4K
Global Wealth Strategies & Associates 0.00% New 22 $4K
Kozak & Associates, Inc. 0.00% No change 20 $3K
Hilltop National Bank 0.00% No change 20 $3K
Financial Network Wealth Advisors LLC 0.00% New 12 $2K
Northwest Capital Management Inc 0.00% New 12 $2K
Hexagon Capital Partners LLC 0.00% No change 9 $1K
Smartleaf Asset Management LLC 0.00% Add +133.3% 7 $1K
Resources Management Corp. /CT/ 0.00% No change 5 $1K
First Personal Financial Services 0.00% No change 4 $658
Unique Wealth Strategies, LLC 0.00% New 1 $105
Covestor Ltd 0.00% New 1 $0

"% of holder's portfolio" is RSP's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.