Invesco S&P 500 Equal WeightRSPETF

13F holders, Q3 2024 (September 30)
1,698holders +96
181new positions
86sold out
7famous investors
$177.90avg. 13F price*

At the end of Q3 2024, 1,698 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 96 from Q2 2024. 181 opened new positions and 86 sold out. The largest holders were Morgan Stanley ($4.9B), Northwestern Mutual Wealth Management Co. ($4.0B) and Bank of America Corp. ($3.4B). 7 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 Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions181$1.7B
Exits86$379.5M

All 13F filers, Q2 2024 → Q3 2024: 27,247,122 shares bought and 22,794,301 shares sold, net +4,452,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,698 holders

Morgan Stanley 0.35% Add +10.2% 27,215,261 $4.9B
Northwestern Mutual Wealth Management Co. 3.56% Add +8.8% 22,348,470 $4.0B
Bank of America Corp. 0.30% Add +2.0% 19,140,194 $3.4B
Goldman Sachs Group Inc. 0.27% Reduce -15.3% 7,786,920 $1.4B
Invesco Ltd. 0.27% Reduce -2.8% 7,654,552 $1.4B
Wells Fargo & Company 0.28% Add +1.4% 6,533,897 $1.2B
UBS Group AG 0.31% Reduce -5.2% 6,269,901 $1.1B
Truist Financial Corp. 1.46% Reduce -28.4% 5,185,229 $929.0M
JPMorgan Chase & Co. 0.06% Reduce -4.0% 4,098,808 $734.3M
LPL Financial LLC 0.33% Add +9.5% 4,090,639 $732.9M
Keybank National Association 2.65% Reduce -1.3% 3,841,933 $688.3M
Cresset Asset Management, LLC 2.48% Add +6.1% 3,571,523 $639.9M
Ameriprise Financial Inc. 0.16% Add +5.8% 3,519,067 $630.6M
Royal Bank of Canada 0.10% Reduce -0.1% 2,596,660 $465.2M
Envestnet Asset Management Inc. 0.14% Reduce -16.9% 2,500,827 $448.0M
Healthcare of Ontario Pension Plan Trust Fund 1.07% Add +4.2% 2,438,000 $436.8M
Raymond James Financial Services Advisors, Inc. 0.52% Add +4.2% 2,190,317 $392.4M
Citigroup Inc. 0.35% Add +10.6% 2,082,326 $373.1M
Employees Retirement System of Texas 3.77% New 2,056,072 $368.4M
Texas Permanent School Fund Corp. 58.52% New 1,950,529 $349.5M
BNP Paribas Financial Markets 0.28% Reduce -36.6% 1,607,039 $287.9M
Cercano Management LLC 6.79% Add +305.2% 1,583,970 $283.8M
Bank of New York Mellon Corp 0.05% Add +23.9% 1,553,351 $278.3M
Raymond James & Associates 0.16% Reduce -2.0% 1,504,720 $269.6M
LBMC Investment Advisors, LLC 18.95% Add +0.3% 1,338,431 $239.8M
HighTower Advisors, LLC 0.35% Add +2.3% 1,324,876 $237.4M
Commonwealth Equity Services, LLC 0.34% Add +0.3% 1,235,760 $221.4M
Osaic Holdings, Inc. 0.45% Add +5.1% 1,118,149 $200.4M
Nwi Management LP 21.36% New 1,000,000 $179.2M
Sei Investments Co. 0.22% Reduce -0.6% 965,711 $173.0M
Stifel Financial Corp. 0.18% Add +4.8% 959,486 $171.9M
Rockefeller Capital Management L.P. 0.43% Reduce -0.5% 895,199 $160.4M
SPX Gestao de Recursos Ltda 21.41% Add +1502.5% 895,000 $160.3M
Cerity Partners LLC 0.35% Add +16.3% 890,815 $159.6M
Horizon Investments, LLC 4.20% Add +360.3% 883,201 $158.2M
Kestra Advisory Services, LLC 0.80% Add +3.5% 811,728 $145.4M
TD Asset Management Inc 0.12% New 776,776 $139.0M
US Bancorp \de 0.18% Reduce -63.0% 770,388 $138.0M
Summit Trail Advisors, LLC 3.27% Add +10.2% 737,284 $132.1M
Focus Partners Wealth 0.41% Reduce -8.4% 720,908 $129.2M
Valeo Financial Advisors, LLC 3.54% Reduce -7.1% 690,703 $123.7M
Fiduciary Trust Co 1.71% Reduce -20.9% 683,541 $122.5M
CW Advisors, LLC 1.59% Add +15904.4% 667,544 $119.6M
Cambridge Investment Research Advisors, Inc. 0.40% Add +5.5% 657,543 $117.8M
Barclays PLC 0.05% Add +10.6% 649,104 $116.3M
Janney Montgomery Scott LLC 0.32% Reduce -10.3% 648,726 $116.2M
Brown Advisory Inc. 0.13% Add +14.2% 596,244 $106.8M
Members Trust Co 3.43% Reduce -6.4% 590,050 $105.7M
Csenge Advisory Group 5.33% Add +5.5% 568,493 $102.3M
Private Advisor Group, LLC 0.63% Add +8.4% 566,250 $101.4M
Ally Financial Inc. 12.20% Add +24.2% 564,000 $101.0M
Glenmede Trust Co. NA 0.48% Reduce -6.2% 560,958 $100.5M
BlackRock, Inc. 0.00% — 546,411 $97.9M
Meitav Investment House Ltd. 1.63% Add +39.9% 542,439 $97.2M
Cetera Investment Advisers 0.21% Add +5.8% 534,913 $95.8M
Waverly Advisors, LLC 1.75% Reduce -1.9% 528,862 $94.8M
Wealth Enhancement Advisory Services, LLC 0.20% Add +7.4% 519,395 $93.1M
Endurance Services Ltd 15.23% No change 507,500 $90.9M
Synovus Financial Corp. 1.03% Add +1.5% 498,793 $89.4M
Penserra Capital Management LLC 1.89% Add +2274.4% 486,095 $87.1M
First Manhattan Co. Llc. 0.25% Reduce -0.8% 476,343 $85.3M
Banco Santander, S.A. 0.99% Add +95.4% 467,381 $83.7M
Vanderbilt University 15.18% Add +0.4% 457,549 $82.0M
PNC Financial Services Group, Inc. 0.05% Add +13.3% 452,369 $81.0M
MAI Capital Management 0.76% Add +5.1% 443,205 $79.4M
CENTRAL TRUST Co 1.85% Reduce -0.0% 440,301 $78.9M
SPC Financial, Inc. 6.61% Reduce -2.9% 418,972 $75.1M
Total Investment Management Inc. 8.17% Reduce -1.0% 406,997 $72.9M
Stratos Wealth Partners, LTD. 1.04% Reduce -1.6% 398,310 $71.4M
Chai Trust Co. LLC 3.31% Add +1.9% 1,854,461 $69.9M
National Bank of Canada 0.09% Add +31.8% 383,973 $68.7M
First Interstate Bank 4.13% Add +2324.6% 379,553 $68.0M
Equitable Holdings, Inc. 0.66% Add +4.3% 378,391 $67.8M
Aptus Capital Advisors, LLC 1.00% Add +9.2% 367,797 $65.9M
Turim 21 Investimentos Ltda. 17.96% Reduce -13.0% 364,312 $65.3M
NorthCoast Asset Management LLC 0.46% Add +1116.1% 386,527 $65.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9.81% Add +55.4% 359,846 $64.5M
Dakota Wealth Management 1.45% Add +4.1% 357,884 $64.1M
Venture Visionary Partners LLC 2.84% Add +0.0% 357,654 $64.1M
Choreo, LLC 0.93% Reduce -1.4% 356,256 $63.5M
Berkshire Money Management, Inc. 7.09% Add +1523.4% 345,976 $62.0M
Manchester Financial Inc. 13.40% Add +8.0% 344,744 $61.8M
Spider Management Company, LLC 30.00% No change 343,186 $61.5M
Baltimore-Washington Financial Advisors, Inc. 3.32% Reduce -0.7% 340,213 $61.0M
MML Investors Services, LLC 0.22% Add +9.7% 336,554 $60.3M
Mariner, LLC 0.11% Add +1.3% 336,400 $60.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.38% Reduce -38.4% 335,968 $60.2M
Consolidated Investment Group LLC 8.83% No change 331,800 $59.4M
Southern Farm Bureau Life Insurance 9.25% No change 328,428 $58.9M
TRUE Private Wealth Advisors 6.77% Reduce -4.7% 316,592 $56.7M
Rock Creek Group LLC 6.47% New 315,120 $56.5M
GYL Financial Synergies, LLC 4.06% Reduce -0.5% 301,266 $54.0M
Atlas Private Wealth Advisors 7.82% Reduce -4.3% 301,056 $53.9M
Jane Street Group, LLC 0.09% Add +37.3% 294,306 $52.7M
Heck Capital Advisors, LLC 5.92% Reduce -1.2% 286,451 $51.3M
Requisite Capital Management, LLC 10.69% Add +41.3% 285,291 $51.1M
Vestcor Inc 1.58% No change 278,900 $50.0M
Wharton Business Group, LLC 2.24% Add +46.1% 278,708 $49.9M
Horizon Wealth Management, LLC 9.78% Add +1081.5% 273,543 $49.0M
Blair William & Co. 0.14% Add +11.4% 270,769 $48.5M
NewEdge Advisors, LLC 0.31% Add +4.1% 269,415 $48.3M
CBIZ Investment Advisory Services, LLC 2.48% Add +0.5% 266,811 $47.8M
iA Global Asset Management Inc. 0.84% New 266,177 $47.7M
McAdam, LLC 2.64% Reduce -6.3% 262,222 $47.0M
Sanctuary Advisors, LLC 0.29% Add +13.9% 249,527 $46.3M
Sollinda Capital Management LLC 12.93% Add +30.5% 255,637 $45.8M
HSBC Holdings PLC 0.03% Add +33.5% 254,007 $45.4M
Robertson Stephens Wealth Management, LLC 1.65% Add +136.0% 250,610 $44.9M
Permanens Capital L.P. 8.96% New 246,118 $44.1M
Comerica Bank 0.17% Add +6.5% 245,122 $43.9M
Arvest Investments, Inc. 6.57% Reduce -0.7% 242,764 $43.5M
RFP Financial Group LLC 13.97% Reduce -29.1% 239,290 $42.9M
Dynasty Wealth Management, LLC 1.29% New 237,474 $42.5M
Balyasny Asset Management L.P. 0.11% Reduce -45.4% 225,844 $40.5M
Vectors Research Management, LLC 12.23% Add +13.9% 225,492 $40.4M
CIBC Private Wealth Group LLC 0.07% Add +64.8% 221,035 $39.6M
Wealth Advisors of Iowa, LLC 19.89% Add +1.6% 218,043 $39.1M
OVERSEA-CHINESE BANKING Corp Ltd 1.09% Add +9629.8% 217,850 $39.0M
J.Safra Asset Management Corp 3.70% Add +6097.1% 217,889 $39.0M
Baird Financial Group, Inc. 0.08% Reduce -42.3% 215,960 $38.7M
Mercer Global Advisors Inc. 0.09% Add +3.0% 217,049 $38.7M
Moore Capital Management, LP 1.23% Add +16812.3% 215,125 $38.5M
Joule Financial, LLC 13.48% Add +0.7% 206,785 $37.0M
Brookstone Capital Management 0.55% Reduce -2.5% 206,681 $37.0M
MBB Public Markets I LLC 3.11% Reduce -81.7% 204,656 $36.7M
Howard Financial Services, LTD. 5.28% Reduce -1.3% 204,095 $36.6M
Exencial Wealth Advisors, LLC 1.31% Add +1.9% 203,069 $36.4M
Vicus Capital 3.16% Reduce -0.9% 199,639 $35.8M
Bank of Montreal 0.02% Add +22.5% 199,711 $35.7M
Choate Investment Advisors 0.90% Reduce -83.1% 198,059 $35.5M
WESCAP Management Group, Inc. 8.86% Add +2.1% 197,553 $35.4M
Courier Capital LLC 2.38% Add +14.7% 193,907 $34.7M
Elk River Wealth Management LLC 6.26% Add +2.0% 192,011 $34.4M
Shepherd Financial Partners LLC 4.06% Add +0.2% 188,400 $33.8M
Tucker Asset Management LLC 7.83% Reduce -7.5% 188,216 $33.7M
Creative Planning 0.03% Reduce -1.0% 182,585 $32.7M
Manning & Napier Advisors LLC 0.36% Add +0.9% 181,402 $32.5M
Erste Asset Management GmbH 0.39% Add +627.7% 180,110 $32.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.86% Reduce -25.9% 178,295 $31.9M
Moran Wealth Management, LLC 0.98% Add +78.5% 177,561 $31.8M
Montag A & Associates Inc. 1.50% Add +1.3% 177,010 $31.7M
Arvest Bank Trust Division 1.83% — 177,007 $31.7M
Steward Partners Investment Advisory, LLC 0.29% Add +14.3% 175,575 $31.5M
Steele Capital Management, Inc. 1.63% Add +1.1% 174,382 $31.2M
Integrated Wealth Concepts LLC 0.38% Add +0.1% 173,794 $31.1M
Measured Wealth Private Client Group, LLC 10.23% New 170,790 $30.6M
Main Management LLC 2.50% Add +0.4% 169,756 $30.4M
First Western Trust Bank 1.36% New 169,069 $30.3M
Beacon Pointe Advisors, LLC 0.34% Add +3.7% 163,310 $29.3M
First Horizon Advisors, Inc. 0.81% Add +5.2% 163,135 $29.2M
Cibc World Market Inc. 0.07% Add +72.1% 162,530 $29.1M
Sebold Capital Management, Inc. 19.05% Reduce -2.3% 161,337 $28.9M
Sequoia Financial Advisors, LLC 0.31% Reduce -1.3% 160,932 $28.8M
Shufro Rose & Co. LLC 2.35% No change 175,214 $28.8M
Activest Wealth Management 8.85% Add +2.6% 159,994 $28.7M
Trilogy Capital Inc. 1.44% Add +34.0% 159,923 $28.7M
Davis Investment Partners, LLC 11.79% Reduce -1.8% 158,007 $28.1M
Stratos Investment Management, LLC 1.96% Add +3.9% 156,316 $28.0M
Peapack Gladstone Financial Corp. 0.40% Add +6.1% 156,235 $28.0M
Tradition Wealth Management, LLC 2.49% Reduce -0.6% 155,877 $27.9M
Advisor OS, LLC 2.75% Add +0.5% 154,360 $27.7M
Virtue Capital Management, LLC 5.53% Reduce -4.5% 154,239 $27.6M
Neuberger Berman Group LLC 0.02% Reduce -2.8% 152,547 $27.3M
Petrus Trust Company, LTA 2.64% Add +1.7% 151,137 $27.1M
OneDigital Investment Advisors LLC 0.31% Add +16.3% 150,452 $27.0M
Westwood Holdings Group Inc. 0.21% Add +2.1% 150,255 $26.9M
Kaydan Wealth Management, Inc. 7.86% Add +37.7% 148,544 $26.6M
Arete Wealth Advisors, LLC 2.26% Reduce -8.2% 148,380 $26.5M
Sightline Wealth Advisors, LLC 14.59% Reduce -1.7% 147,776 $26.5M
BBJS Financial Advisors, LLC 9.38% Add +6.5% 146,802 $26.3M
D.A. Davidson & Co. 0.22% Add +1.7% 146,585 $26.3M
Money Concepts Capital Corp. 1.99% Add +0.6% 146,524 $26.3M
Edmond DE Rothschild Holding S.A. 0.42% Add +179.9% 146,126 $26.2M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -80.9% 144,913 $26.0M
Jackson, Grant Investment Advisers, Inc. 9.58% Add +4.9% 142,949 $25.6M
Sapient Capital LLC 0.51% New 140,794 $25.2M
Waterloo Capital, L.P. 2.73% Add +38.8% 139,752 $25.0M
Mendota Financial Group, LLC 11.95% Add +0.1% 139,595 $25.0M
StoneX Group Inc. 1.81% Add +7.8% 138,877 $24.9M
Corient Private Wealth LP 0.04% Add +17.5% 137,575 $24.6M
Glen Eagle Advisors, LLC 4.15% Add +29.3% 137,100 $24.6M
Cwm, LLC 0.10% Reduce -0.1% 135,999 $24.4M
Jefferies Financial Group Inc. 0.42% Add +7.7% 133,742 $24.0M
Connable Office Inc. 2.40% Add +18.8% 132,818 $23.8M
Atlas Wealth LLC 15.11% Add +954.9% 132,289 $23.7M
Forvis Mazars Wealth Advisors, LLC 0.54% Reduce -10.7% 131,333 $23.5M
Kiely Wealth Advisory Group, Inc. 14.87% Reduce -3.0% 127,574 $23.5M
Captrust Financial Advisors 0.07% Add +1.7% 130,915 $23.5M
Federation des caisses Desjardins du Quebec 0.12% Add +4.2% 130,148 $23.3M
Naman Capital Ltda 8.77% New 127,850 $22.9M
Riversedge Advisors, LLC 5.10% Add +6.7% 125,426 $22.5M
BBR Partners, LLC 1.68% No change 123,374 $22.1M
Frisch Financial Group, Inc. 6.60% Reduce -0.7% 122,499 $21.9M
Sugarloaf Wealth Management, LLC 3.65% Add +2.2% 121,330 $21.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.26% Add +0.6% 122,672 $21.7M
Seneca House Advisors 9.05% Add +3.7% 119,918 $21.5M
TD Waterhouse Canada Inc. 0.17% Add +4.1% 119,608 $21.3M
Wealth Forward, LLC 14.87% Reduce -5.9% 118,381 $21.2M
Tiller Private Wealth, Inc. 8.74% Add +0.3% 117,739 $21.1M
Stephenson & Company, Inc. 14.20% Add +1.7% 117,155 $21.0M
Flputnam Investment Management Co. 0.37% Reduce -3.7% 115,052 $20.6M
Clearstead Advisors, LLC 0.32% Add +8.5% 114,697 $20.5M
Lowe Brockenbrough & Co. Inc. 1.29% Add +6.8% 112,906 $20.2M
Equitable Trust Co. 1.29% Add +9.7% 112,354 $20.1M
IFP Advisors, Inc 0.73% Add +6.3% 112,313 $20.1M
Geller Advisors LLC 1.38% Add +0.4% 111,564 $20.0M
Baker Avenue Asset Management, LP 0.63% Add +0.7% 110,236 $19.7M
Avantax Advisory Services, Inc. 0.13% Reduce -14.2% 110,188 $19.7M
MYDA Advisors LLC 5.65% New 110,000 $19.7M
Kentucky Farm Bureau Mutual Insurance Co 4.25% No change 110,000 $19.7M
HM Payson & Co. 0.34% Add +189.6% 109,995 $19.7M
LTG Capital LLC 16.25% Add +1.9% 109,091 $19.5M
Matthew Goff Investment Advisor, LLC 3.72% Add +1.5% 108,995 $19.5M
Compass Wealth Management LLC 4.59% Add +1.1% 108,908 $19.5M
New England Capital Financial Advisors LLC 9.98% Add +1.9% 107,255 $19.2M
Private Advisory Group LLC 2.40% Reduce -7.6% 106,522 $19.1M
Lido Advisors, LLC 0.14% Reduce -2.3% 106,338 $19.1M
NTV Asset Management LLC 2.55% Reduce -4.2% 106,287 $19.0M
Southeast Asset Advisors, LLC 2.10% Add +5.0% 106,040 $19.0M
Rainey & Randall Wealth Advisors Inc. 4.08% Add +4.7% 105,960 $19.0M
Oarsman Capital, Inc. 3.48% Add +246.9% 104,877 $18.8M
One Day In July LLC 2.11% Add +42.9% 104,743 $18.8M
Pinnacle Associates Ltd. 0.32% Reduce -13.6% 118,031 $18.6M
Flow Traders U.S. LLC 0.94% Add +236.1% 103,900 $18.6M
Tudor Investment Corporation 0.20% Reduce -3.6% 103,771 $18.6M
Sage Rhino Capital LLC 4.09% Reduce -0.7% 103,037 $18.5M
Cadent Capital Advisors, LLC 6.24% Add +7.6% 102,472 $18.4M
WealthBridge Capital Management, LLC 5.24% Add +7.5% 101,826 $18.2M
Port Capital LLC 0.82% Add +12.7% 101,565 $18.2M
Vaughan David Investments LLC 0.42% Reduce -0.4% 101,100 $18.1M
Titleist Asset Management, LLC 2.60% Add +5.5% 100,144 $17.9M
Wealth Alliance Advisory Group, LLC 3.73% Add +2.1% 99,060 $17.7M
Roth Financial Partners LLC 7.06% Add +2.5% 98,635 $17.7M
Sterneck Capital Management, LLC 9.50% Reduce -3.8% 97,978 $17.6M
Yelin Lapidot Holdings Management Ltd. 2.88% No change 97,460 $17.5M
Bernardo Wealth Planning LLC 4.21% Add +4.2% 95,774 $17.4M
FMR LLC 0.00% Add +12.2% 96,516 $17.3M
Dimension Capital Management LLC 3.24% Add +11.7% 95,925 $17.2M
Retireful, LLC 12.71% Add +175.8% 95,849 $17.2M
Dumont & Blake Investment Advisors LLC 4.57% Reduce -50.5% 95,790 $17.2M
Riverview Capital Advisers, LLC 5.26% Add +0.4% 95,394 $17.1M
Hennion & Walsh Asset Management, Inc. 0.79% Add +1.7% 94,515 $16.9M
Citadel Advisors 0.02% Add +103.0% 93,979 $16.8M
&partners 0.32% Add +116.1% 93,651 $16.8M
Aft, Forsyth & Sober, LLC 5.47% Reduce -0.1% 92,800 $16.6M
Capital Advisors, Ltd. LLC 2.05% Add +5.6% 92,351 $16.5M
Valley Wealth Managers, Inc. 1.22% New 92,013 $16.5M
Breakwater Capital Group 3.24% Add +4.8% 89,832 $16.1M
CoreCap Advisors, LLC 0.76% Add +342.6% 89,555 $16.0M
Peak Asset Management, LLC 3.01% Add +2.0% 89,121 $16.0M
Gladstone Institutional Advisory LLC 0.77% Reduce -6.8% 88,338 $15.8M
Capital Investment Advisory Services, LLC 1.50% Add +1.3% 88,005 $15.8M
CX Institutional 0.69% Add +0.1% 86,929 $15.6M
Sigma Planning Corp 0.48% Add +1.9% 86,852 $15.6M
Compton Wealth Advisory Group, LLC 3.89% Reduce -0.0% 85,901 $15.4M
Sard Wealth Management Group, LLC 10.06% Add +0.8% 84,950 $15.2M
Sageworth Trust Co 0.90% Reduce -0.1% 84,616 $15.2M
Ascent Wealth Partners, LLC 2.09% Add +3.4% 83,710 $15.0M
Atria Wealth Solutions, Inc. 0.16% Reduce -5.2% 83,570 $15.0M
AlTi Global, Inc. 0.35% Add +29.1% 82,105 $14.7M
Black Swift Group, LLC 3.22% New 81,462 $14.6M
Bright Financial Advisors, Inc. 9.28% Add +3.9% 81,434 $14.6M
Raymond James Trust N.A. 0.32% Add +8.4% 81,041 $14.5M
Essex Financial Services, Inc. 1.03% Reduce -5.1% 80,002 $14.4M
Granby Capital Management, LLC 7.41% No change 80,000 $14.3M
Kirtland Hills Capital Management, LLC 7.87% Add +34.9% 79,652 $14.3M
Muirfield Wealth Advisors LLC 12.02% Add +1.3% 78,980 $14.2M
Quattro Financial Advisors LLC 3.99% Add +15.6% 78,316 $14.1M
Quest Investment Management LLC 1.65% Add +324.1% 78,756 $14.1M
Franklin Resources Inc. 0.00% Add +18.3% 77,856 $14.1M
First Foundation Advisors 0.52% Add +1.6% 77,359 $13.9M
Raelipskie Partnership 6.74% Add +12.2% 77,212 $13.8M
CSS LLC 2.46% Add +26.5% 76,300 $13.7M
Pinnacle Wealth Management Advisory Group, LLC 1.29% Add +3.5% 75,191 $13.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +253.4% 74,781 $13.4M
Advisory Services Network, LLC 0.28% No change 81,412 $13.4M
Pathstone Holdings, LLC 0.06% Reduce -3.1% 73,030 $13.1M
Focused Wealth Management, Inc 1.75% Add +0.4% 72,628 $13.0M
Leavell Investment Management, Inc. 0.65% Add +2.4% 72,616 $13.0M
Peak Financial Management, Inc. 3.81% New 72,378 $13.0M
Concourse Financial Group Securities, Inc. 0.77% Add +4.2% 72,021 $12.9M
Caldwell Trust Co 1.35% Reduce -3.1% 71,977 $12.9M
Fsa Wealth Partners, Inc. 3.09% Add +0.8% 71,374 $12.8M
Parallel Advisors, LLC 0.30% Reduce -76.0% 70,883 $12.7M
Mirae Asset Global Investments Co., Ltd. 0.06% New 70,935 $12.7M
Greenleaf Trust 0.11% No change 69,639 $12.5M
Financial Advocates Investment Management 0.70% Reduce -3.6% 69,295 $12.4M
Hall Kathryn A. 2.58% Add +0.3% 68,803 $12.3M
Ballast, Inc. 3.50% Add +1.6% 68,773 $12.3M
Prism Advisors, Inc. 3.52% Reduce -7.3% 68,646 $12.3M
Gotham Asset Management 0.13% Add +10.8% 68,151 $12.2M
Concurrent Investment Advisors, LLC 0.36% Reduce -5.0% 67,783 $12.1M
Harel Insurance Investments & Financial Services Ltd. 0.21% Add +61.8% 65,954 $12.1M
Sterling Manor Financial, LLC 8.16% New 67,229 $12.0M
Evernest Financial Advisors, LLC 3.25% Add +0.7% 67,213 $12.0M
Strong Tower Advisory Services 3.35% Add +45.6% 67,048 $12.0M
Archer Investment Corp 3.22% Add +27.8% 66,940 $12.0M
Spectrum Asset Management, Inc. (NB/CA) 5.07% Add +63.0% 66,915 $12.0M
DAVENPORT & Co LLC 0.07% Add +4.3% 66,842 $12.0M
Integrated Advisors Network LLC 0.57% Reduce -6.9% 66,021 $11.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.81% No change 65,800 $11.8M
Tandem Wealth Advisors LLC 5.92% Add +14.8% 65,198 $11.7M
Winthrop Capital Management, LLC 5.54% Add +0.4% 64,933 $11.6M
IHT Wealth Management, LLC 0.33% Reduce -6.4% 64,527 $11.6M
L. Roy Papp & Associates, LLP 1.40% Add +2.4% 64,419 $11.5M
Benjamin Edwards Inc. 0.17% New 64,044 $11.5M
Voisard Asset Management Group, Inc. 4.76% Add +3.6% 63,803 $11.4M
Bradley Foster & Sargent Inc. 0.19% Add +5.7% 63,751 $11.4M
Sepio Capital, LP 0.89% Add +27.0% 63,666 $11.4M
Stephens Inc. 0.16% Add +26.8% 63,496 $11.4M
Bleakley Financial Group, LLC 0.35% Add +1.3% 63,472 $11.4M
Capital Investment Advisors, LLC 0.23% Reduce -1.9% 63,397 $11.4M
Second Line Capital, LLC 3.09% Add +5.6% 63,376 $11.4M
Stratos Wealth Advisors, LLC 0.52% Add +7.4% 63,224 $11.3M
Wealthcare Advisory Partners LLC 0.32% Add +42.6% 63,137 $11.3M
CreativeOne Wealth, LLC 0.38% Add +618.9% 63,029 $11.3M
Luken Investment Analytics, LLC 5.15% Add +1.6% 62,555 $11.2M
Round Rock Advisors LLC 2.61% Add +1.1% 62,360 $11.2M
Perigon Wealth Management, LLC 0.30% Reduce -0.1% 61,507 $11.0M
Global Retirement Partners, LLC 0.33% Add +58.6% 60,492 $10.8M
New England Private Wealth Advisors LLC 1.75% Reduce -5.3% 60,457 $10.8M
Scotia Capital Inc. 0.06% Add +22.3% 60,392 $10.8M
Carnegie Investment Counsel 0.32% Add +6.2% 60,003 $10.8M
Strategic Wealth Partners, Ltd. 1.03% Add +5.2% 59,752 $10.7M
FIL Ltd 0.01% Reduce -70.1% 59,273 $10.6M
Frank, Rimerman Advisors LLC 0.75% Add +1.3% 59,236 $10.6M
Chicago Wealth Management, Inc. 5.60% Add +1.1% 58,543 $10.5M
Kavar Capital Partners Group, LLC 1.64% Reduce -0.5% 58,016 $10.4M
Mirae Asset Securities (usa) Inc. 0.60% New 57,894 $10.4M
SimpliFi, Inc. 4.60% Reduce -0.1% 57,874 $10.4M
Aspen Investment Management Inc 4.83% Add +12.6% 57,844 $10.4M
Evercore Wealth Management, LLC 0.15% Add +3.8% 57,489 $10.3M
IMC-Chicago, LLC 0.30% New 57,238 $10.3M
FAS Wealth Partners, Inc. 0.81% Add +1.8% 57,048 $10.2M
Jones Financial Companies LLLP 0.01% Add +182.4% 56,980 $10.2M
Cary Street Partners Investment Advisory LLC 0.37% Add +12.0% 56,375 $10.1M
Common Fund for Nonprofit Organizations 1.20% New 57,145 $10.0M
Montis Financial, LLC 3.55% Add +61.3% 55,774 $10.0M
Atlantic Edge Private Wealth Management, LLC 3.04% Add +32.6% 55,757 $10.0M
Atria Investments, Inc 0.12% Reduce -40.8% 55,479 $9.9M
Seaview Investment Managers LLC 2.97% New 55,202 $9.9M
Ruggaard & Associates LLC 4.30% Add +0.7% 55,097 $9.9M
MTC Wealth Management LLC 4.46% Reduce -1.6% 55,065 $9.9M
Park Place Capital Corp 2.79% Add +7.5% 54,286 $9.7M
Prairie Sky Financial Group LLC 5.52% Add +3.7% 54,204 $9.7M
American Alpha Advisors, LLC 9.06% — 53,916 $9.7M
WFA Asset Management Corp 5.23% Reduce -11.1% 53,760 $9.6M
Clear Creek Financial Management, LLC 1.08% Add +0.4% 53,337 $9.6M
Geneos Wealth Management Inc. 0.36% Add +17.1% 53,324 $9.6M
Estate Counselors, LLC 0.99% New 53,251 $9.5M
Walled Lake Planning & Wealth Management, LLC 3.55% New 52,724 $9.4M
Raab & Moskowitz Asset Management LLC 2.38% Add +6.8% 52,536 $9.4M
Harbor Investment Advisory, LLC 0.93% Add +10.0% 52,419 $9.4M
Fairway Wealth LLC 4.75% Add +10.6% 52,196 $9.4M
Arkadios Wealth Advisors 0.53% Add +29.5% 52,194 $9.4M
Black Diamond Financial, LLC 1.58% Add +0.0% 51,913 $9.3M
Moss Adams Wealth Advisors LLC 1.01% Reduce -0.3% 51,547 $9.2M
Advisors Preferred, LLC 1.40% Add +29.7% 51,616 $9.2M
Cabot Wealth Management Inc. 1.15% Add +8.1% 51,310 $9.2M
Transcend Capital Advisors, LLC 0.62% Add +27.1% 51,273 $9.2M
DeDora Capital, Inc. 2.56% Reduce -0.7% 51,158 $9.2M
Dynamic Advisor Solutions LLC 0.27% Reduce -8.8% 51,044 $9.1M
Garden State Investment Advisory Services LLC 2.93% Add +0.2% 50,800 $9.1M
Oppenheimer & Co. Inc. 0.14% Add +12.3% 50,918 $9.1M
Basso Capital Management, L.P. 8.33% Reduce -13.7% 50,517 $9.1M
SG Americas Securities, LLC 0.03% Add +2.2% 50,485 $9.0M
Blue Bell Private Wealth Management, LLC 1.72% Reduce -0.0% 50,372 $9.0M
LCNB Corp. 3.18% Add +3.5% 50,121 $9.0M
NewEdge Wealth, LLC 0.16% Add +44.8% 50,075 $9.0M
First Financial Bank - Trust Division 0.82% Reduce -1.6% 49,853 $8.9M
Strategic Family Wealth Counselors, L.L.C. 3.12% Add +9.1% 49,753 $8.9M
Blue Investment Partners LLC 3.65% Add +25.2% 49,428 $8.9M
Courage Miller Partners, LLC 2.96% Add +4.8% 49,136 $8.8M
Private Wealth Group, LLC 4.38% Reduce -2.0% 48,887 $8.8M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -2.3% 48,715 $8.7M
Burke & Herbert Bank & Trust Co. 2.03% Reduce -2.6% 48,623 $8.7M
Graham Capital Management, L.P. 0.47% New 48,500 $8.7M
J.W. Cole Advisors, Inc. 0.36% Add +9.0% 48,068 $8.6M
Park Avenue Securities LLC 0.10% Add +15.3% 47,792 $8.6M
Peddock Capital Advisors, LLC 2.06% Add +1.5% 47,753 $8.6M
Echo45 Advisors LLC 5.55% Add +7.2% 47,667 $8.5M
IPG Investment Advisors LLC 1.82% Reduce -2.9% 46,504 $8.3M
Lakeshore Financial Planning, Inc. 3.65% Reduce -0.1% 46,204 $8.3M
Wakefield Asset Management LLLP 2.69% Add +87.3% 46,113 $8.3M
EP Wealth Advisors, LLC 0.07% Add +2.2% 45,409 $8.1M
Northern Trust Corp. 0.00% Add +12.4% 45,160 $8.1M
Annapolis Financial Services, LLC 2.39% Reduce -1.6% 45,089 $8.1M
Norris Financial Group, LLC 3.96% Add +1891.7% 44,892 $8.0M
Lumbard & Kellner, LLC 3.52% Add +3.0% 44,581 $8.0M
Prospera Financial Services Inc 0.20% Add +44.8% 44,504 $8.0M
Redmont Wealth Advisors LLC 12.38% Reduce -5.3% 44,352 $7.9M
RVW Wealth, LLC 0.73% Add +0.0% 43,739 $7.8M
Orion Porfolio Solutions, LLC 0.08% Add +6.7% 43,346 $7.8M
Orion Portfolio Solutions, LLC 0.08% Add +6.7% 43,346 $7.8M
Hancock Whitney Corp. 0.25% Add +195.0% 43,286 $7.8M
Summit Financial, LLC 0.30% Add +3.6% 43,283 $7.8M
E&G Advisors, LLC 2.14% Add +0.3% 43,177 $7.7M
ZWJ Investment Counsel Inc. 0.32% Add +0.8% 43,118 $7.7M
Toronto Dominion Bank 0.01% Reduce -51.0% 43,106 $7.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.88% Reduce -56.6% 43,057 $7.7M
United Capital Financial Advisors, LLC 0.06% Add +12.5% 42,800 $7.7M
Amplius Wealth Advisors, LLC 0.84% Reduce -1.5% 42,706 $7.7M
Parsons Capital Management Inc. 0.48% Add +15.4% 42,614 $7.6M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 20.43% Reduce -28.7% 42,379 $7.6M
GC Wealth Management RIA, LLC 1.32% Reduce -0.3% 42,125 $7.5M
Johnson Bixby & Associates, LLC 1.15% Reduce -6.9% 42,088 $7.5M
Well Done, LLC 1.37% Add +0.2% 41,821 $7.5M
Level Four Advisory Services, LLC 0.31% Add +43.5% 42,330 $7.5M
REDW Wealth LLC 1.91% Reduce -2.1% 41,529 $7.4M
Northwest & Ethical Investments L.P. 0.20% New 41,400 $7.4M
Financial Enhancement Group LLC 1.44% Reduce -57.6% 52,715 $7.4M
Harbour Investments, Inc. 0.22% Add +7.8% 41,224 $7.4M
Haverford Trust Co 0.07% Reduce -8.4% 41,103 $7.4M
Ieq Capital, LLC 0.09% Add +3.4% 41,093 $7.4M
Quad-Cities Investment Group, LLC 3.67% Add +7.5% 40,756 $7.3M
Lantern Wealth Advisors, LLC 5.06% Add +0.5% 40,756 $7.3M
Kestra Private Wealth Services, LLC 0.13% Add +26.4% 40,746 $7.3M
Brown Brothers Harriman & Co. 0.05% Add +1.2% 40,743 $7.3M
Firestone Capital Management 1.83% Add +5.7% 40,673 $7.3M
Herold Advisors, Inc. 1.58% Add +0.2% 40,626 $7.3M
Ancora Advisors LLC 0.17% Add +2.8% 40,538 $7.3M
Fortis Group Advisors, LLC 1.34% Add +61.1% 40,509 $7.3M
Astor Investment Management LLC 3.45% Reduce -59.3% 40,288 $7.2M
Intrepid Financial Planning Group LLC 3.09% Reduce -4.5% 40,258 $7.2M
Strategic Financial Concepts, LLC 2.29% Reduce -99.4% 40,085 $7.2M
Curbstone Financial Management Corp 1.53% Reduce -0.4% 40,017 $7.2M
Cornerstone Wealth Group, LLC 0.59% Add +412.2% 39,908 $7.1M
Connecticut Wealth Management, LLC 0.34% Reduce -8.1% 39,323 $7.0M
Koshinski Asset Management, Inc. 0.61% Add +6.7% 39,285 $7.0M
LM Advisors LLC 1.43% Add +10.3% 40,791 $7.0M
Nations Financial Group Inc, /Ia/ 0.51% Add +4.3% 38,954 $7.0M
Taylor & Morgan Wealth Management, LLC 4.67% Reduce -1.2% 38,839 $7.0M
Pallas Capital Advisors LLC 0.30% Add +5.0% 38,801 $6.9M
Ramiah Investment Group 6.49% Reduce -4.8% 38,431 $6.9M
Axxcess Wealth Management, LLC 0.17% Add +74.2% 38,385 $6.9M
Darrow Company, Inc. 3.98% Add +0.6% 38,236 $6.9M
Stelac Advisory Services LLC 2.76% Add +15.3% 37,980 $6.8M
Lanham O'Dell & Company, Inc. 3.81% New 37,853 $6.8M
Qube Research & Technologies Ltd 0.01% Reduce -69.8% 37,840 $6.8M
Focus Partners Advisor Solutions, LLC 0.14% Add +0.7% 37,711 $6.8M
Sheets Smith Wealth Management 0.82% Reduce -31.0% 37,642 $6.7M
Carmichael Hill & Associates, Inc. 2.46% Add +6.7% 37,202 $6.7M
Bessemer Group Inc. 0.01% Add +4.0% 37,140 $6.7M
Black Maple Capital Management LP 4.99% Add +7.3% 37,000 $6.6M
Navalign, LLC 1.94% Add +4.6% 36,796 $6.6M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -6.6% 36,421 $6.5M
Nwam LLC 0.39% New 36,144 $6.5M
Rothschild Capital Partners, LLC 1.80% Add +25.7% 35,962 $6.4M
Farther Finance Advisors, LLC 0.24% Add +41.7% 35,929 $6.4M
GFS Advisors, LLC 1.35% Add +1648.1% 35,573 $6.4M
Eldridge Investment Advisors, Inc. 1.49% Reduce -0.2% 35,514 $6.4M
Strategy Asset Managers LLC 1.22% Add +107.6% 35,435 $6.3M
NDWM LLC 5.22% Add +7.5% 35,351 $6.3M
New Insight Wealth Advisors 3.33% Add +43.8% 35,293 $6.3M
Prevail Innovative Wealth Advisors, LLC 1.93% New 35,275 $6.3M
Weil Company, Inc. 2.07% Add +4.6% 35,187 $6.3M
Argent Financial Group, Inc. 0.74% — 34,769 $6.2M
Fca Corp. 1.89% Add +3.0% 34,425 $6.2M
Legacy Edge Advisors, LLC 0.98% Add +2.8% 34,382 $6.2M
Atwood & Palmer Inc. 0.41% Add +5845.4% 34,008 $6.1M
Ciovacco Capital Management LLC 3.48% Add +63.3% 33,233 $6.0M
Diversify Advisory Services, LLC 0.32% Add +13.5% 32,957 $5.9M
WealthShield Partners, LLC 0.80% Add +21.2% 32,993 $5.9M
Guidance Capital, Inc. 1.83% Add +9.9% 32,084 $5.8M
Smith, Moore & Co. 0.56% Add +0.1% 32,430 $5.8M
McAlister, Sweet & Associates, Inc. 4.78% New 32,332 $5.8M
Independent Financial Group, LLC 0.21% Add +32.5% 32,067 $5.7M
Magnus Financial Group LLC 0.59% Add +27.3% 32,041 $5.7M
BlueChip Wealth Advisors LLC 3.00% Reduce -1.9% 31,951 $5.7M
GeoWealth Management, LLC 0.20% Add +19.0% 31,945 $5.7M
Atlanta Consulting Group Advisors, LLC 1.42% Reduce -93.4% 31,913 $5.7M
Modus Advisors, LLC 1.87% Reduce -0.5% 31,777 $5.7M
CapWealth Advisors, LLC 0.62% Add +1.2% 31,723 $5.7M
Walleye Trading LLC 0.14% Add +43.6% 31,636 $5.7M
Allworth Financial LP 0.03% Reduce -21.4% 31,521 $5.6M
Delta Wealth Advisors LLC 5.41% Add +1634.2% 31,511 $5.6M
Oxbow Advisors, LLC 0.57% Reduce -1.2% 31,398 $5.6M
Retirement Income Solutions, Inc. 1.28% No change 31,180 $5.6M
Birchcreek Wealth Management, LLC 3.64% Add +2.1% 31,031 $5.6M
Hudson Bay Capital Management LP 0.04% Reduce -74.4% 31,000 $5.6M
Cannon Advisors, Inc. 4.54% — 31,039 $5.6M
Benchmark Financial Wealth Advisors, LLC 1.85% Add +0.6% 30,988 $5.6M
Buffington Mohr McNeal 0.91% Reduce -20.9% 30,767 $5.5M
Grant Street Asset Management, Inc. 1.61% Reduce -5.1% 30,654 $5.5M
General American Investors Co. Inc. 0.38% Add +8.9% 30,611 $5.5M
CHURCHILL MANAGEMENT Corp 0.06% Reduce -10.0% 30,594 $5.5M
Mutual Advisors, LLC 0.16% Add +0.1% 30,570 $5.5M
Modern Wealth Management, LLC 0.33% Add +16.1% 30,449 $5.5M
Great Diamond Partners, LLC 1.38% Reduce -7.5% 30,322 $5.4M
LYNX Capital Group Ltd. 3.51% Add +7.6% 30,272 $5.4M
Sowell Financial Services LLC 0.25% Add +3.4% 30,080 $5.4M
Acima Private Wealth, LLC 1.80% Add +9.6% 30,039 $5.4M
Bryn Mawr Trust Advisors, LLC 0.29% Add +0.6% 29,955 $5.4M
Thoroughbred Financial Services, LLC 0.35% Add +9.9% 29,874 $5.4M
First United Bank & Trust 1.91% Add +15.4% 29,740 $5.3M
Milestone Investment Advisors LLC 1.49% Reduce -1.1% 29,669 $5.3M
Private Client Services, LLC 2.85% Add +1.9% 29,559 $5.3M
Parkside Investments, LLC 0.80% Add +11.1% 29,429 $5.3M
New England Asset Management Inc. 0.85% New 29,225 $5.2M
Pinnacle Wealth Management Group, Inc. 3.28% Add +3.1% 28,995 $5.2M
Roundview Capital LLC 0.38% Add +24.2% 28,926 $5.2M
Ethos Financial Group, LLC 0.86% Add +6.3% 28,909 $5.2M
Gateway Wealth Partners, LLC 1.43% Add +7.5% 28,905 $5.2M
Alta Wealth Advisors LLC 2.36% Add +16.8% 28,836 $5.2M
Clarus Wealth Advisors 2.63% Reduce -1.2% 29,152 $5.2M
Agf Management Ltd. 0.03% Add +8.2% 28,642 $5.1M
Access Financial Services, Inc. 2.35% Reduce -1.6% 28,614 $5.1M
HB Wealth Management, LLC 0.06% Reduce -6.7% 28,598 $5.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% New 28,571 $5.1M
Focus Financial Network, Inc. 0.21% Add +2.5% 28,558 $5.1M
Sage Capital Management, LLC 2.46% Add +0.2% 28,546 $5.1M
Rothschild Investment LLC 0.33% Add +90.0% 28,498 $5.1M
Market Street Wealth Management Advisors LLC 0.84% Reduce -0.7% 28,361 $5.1M
AQR Capital Management 0.01% Add +35.6% 28,308 $5.1M
Wellspring Financial Advisors, LLC 0.60% Add +4.5% 28,236 $5.1M
Personal Cfo Solutions, LLC 0.70% Add +1.4% 28,007 $5.0M
GTS Securities LLC 0.10% Add +152.9% 27,979 $5.0M
Legacy Capital Wealth Partners, LLC 0.99% Add +255.5% 27,682 $5.0M
Stone Summit Wealth LLC 1.60% Add +8.3% 27,675 $5.0M
Madison Wealth Partners, Inc 1.46% Reduce -15.3% 27,568 $4.9M
Ironwood Financial, llc 1.04% Add +13.4% 27,536 $4.9M
U.S. Capital Wealth Advisors, LLC 0.17% Reduce -30.0% 27,487 $4.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.75% Add +19.5% 27,450 $4.9M
Marshall Financial Group, LLC 1.17% Add +54.7% 27,396 $4.9M
Redhawk Wealth Advisors, Inc. 0.69% Reduce -3.5% 27,090 $4.9M
CM Wealth Advisors LLC 1.57% New 27,005 $4.8M
Schrum Private Wealth Management LLC 2.49% Add +70.6% 26,924 $4.8M
Carolinas Wealth Consulting LLC 0.87% Reduce -0.5% 26,737 $4.8M
Cherry Tree Wealth Management, LLC 1.13% Add +16.3% 26,676 $4.8M
Great Valley Advisor Group, Inc. 0.12% Reduce -9.9% 26,646 $4.8M
Insigneo Advisory Services, LLC 0.48% Reduce -5.3% 26,510 $4.7M
Lake Hills Wealth Management, LLC 3.17% Reduce -2.9% 26,407 $4.7M
Partnership Wealth Management, LLC 3.34% Reduce -27.5% 26,379 $4.7M
Orion Capital Management LLC 2.29% Add +4.8% 26,243 $4.7M
9258 Wealth Management, LLC 0.69% Reduce -7.6% 26,120 $4.7M
Lester Murray Antman dba SimplyRich 1.30% Add +0.1% 26,044 $4.7M
CRA Financial Services, LLC 0.85% Add +11.6% 26,010 $4.7M
Lake Street Private Wealth, LLC 0.75% Reduce -9.3% 25,926 $4.6M
Signal Advisors Wealth, LLC 0.66% Add +1017.4% 25,879 $4.6M
HBK Sorce Advisory LLC 0.14% Add +188.9% 25,874 $4.6M
Fulton Breakefield Broenniman LLC 0.32% Reduce -1.8% 25,824 $4.6M
Wintrust Investments LLC 3.40% Reduce -87.2% 25,610 $4.6M
Stock Yards Bank & Trust Co. 0.15% Add +2.2% 25,604 $4.6M
Spire Wealth Management 0.15% Reduce -3.7% 25,538 $4.6M
Defined Wealth Management, LLC 2.92% Reduce -0.2% 25,091 $4.5M
FineMark National Bank & Trust 0.15% Add +1.6% 24,681 $4.4M
Shoker Investment Counsel, Inc. 1.49% Reduce -1.2% 24,659 $4.4M
Fifth Third Bancorp 0.02% Add +106.0% 24,652 $4.4M
Bokf, NA 0.08% Reduce -9.7% 24,910 $4.4M
Dana Investment Advisors, Inc. 0.14% Add +4.5% 24,400 $4.4M
St. Louis Trust Co 0.61% No change 24,395 $4.4M
Atom Investors LP 0.46% Add +28.3% 24,380 $4.4M
Viawealth, LLC 2.54% Add +18.2% 24,342 $4.4M
Moneco Advisors, LLC 0.54% Reduce -16.0% 24,285 $4.4M
Diversified Trust Co. 0.11% Add +15.9% 24,278 $4.3M
Cohen & Steers, Inc. 0.01% Reduce -7.6% 24,223 $4.3M
Sagace Wealth Management LLC 3.36% Add +29.5% 23,944 $4.3M
Principal Securities, Inc. 0.10% Add +7.4% 24,117 $4.3M
Lunt Capital Management, Inc. 2.01% Add +10.3% 24,041 $4.3M
Investment House LLC 0.23% Add +705.7% 24,025 $4.3M
Howland Capital Management LLC 0.19% Add +889.3% 24,010 $4.3M
RMR Capital Management, LLC 3.63% Add +0.9% 23,789 $4.3M
Smith Anglin Financial, LLC 0.41% Reduce -2.9% 23,758 $4.3M
Marino, Stram & Associates LLC 0.95% Add +18.1% 23,721 $4.2M
WealthTrust Asset Management, LLC 3.16% New 23,636 $4.2M
Roger Wittlin Investment Advisory, LLC 2.43% Add +26.2% 23,620 $4.2M
Archford Capital Strategies, LLC 0.63% Add +2.7% 23,210 $4.2M
Pinnacle Financial Partners Inc 0.08% Add +5.8% 23,447 $4.2M
Raffa Wealth Management, LLC 1.01% Add +0.4% 23,383 $4.2M
StoneCrest Wealth Management, Inc. 3.04% Add +0.6% 23,298 $4.2M
Global Wealth Management, LLC 2.82% — 23,290 $4.2M
Koss-Olinger Consulting, LLC 0.36% Reduce -0.1% 23,217 $4.2M
Elevation Wealth Partners, LLC 1.77% Add +6.4% 23,009 $4.1M
Meridian Investment Counsel Inc. 1.24% Add +16.9% 22,903 $4.1M
Fifth Third Wealth Advisors LLC 0.25% Add +53.4% 22,877 $4.1M
Capitol Family Office, Inc. 5.05% Reduce -1.5% 22,775 $4.1M
Verity Asset Management, Inc. 1.53% Add +30.6% 22,653 $4.1M
Azimuth Capital Investment Management LLC 0.16% Add +0.1% 22,595 $4.0M
Cambridge Associates LLC /Ma/ 0.15% New 22,354 $4.0M
Merkkuri Wealth Advisors LLC 3.16% Reduce -1.3% 22,345 $4.0M
Aspiriant, LLC 0.15% Reduce -14.9% 22,338 $4.0M
Dorsey & Whitney Trust CO LLC 0.21% Reduce -0.5% 22,278 $4.0M
TrueWealth Advisors, LLC 1.33% Add +27.7% 22,220 $4.0M
Apollon Wealth Management, LLC 0.11% Reduce -1.2% 22,082 $4.0M
National Philanthropic Trust 0.07% No change 21,920 $3.9M
All Season Financial Advisors, Inc. 3.34% Reduce -1.0% 21,879 $3.9M
Gateway Advisory, LLC 0.63% Add +2.7% 21,707 $3.9M
Summit Financial Wealth Advisors, LLC 0.73% Reduce -0.1% 21,684 $3.9M
Highland Capital Management, LLC 0.22% Reduce -1.6% 21,636 $3.9M
Counterweight Ventures, LLC 2.74% Add +7.6% 21,609 $3.9M
Signify Wealth 4.73% New 21,537 $3.9M
Ameritas Advisory Services, LLC 0.17% Reduce -39.4% 21,509 $3.9M
Legacy Private Trust Co. 0.26% Reduce -4.4% 21,498 $3.9M
O'ROURKE & COMPANY, Inc 1.93% Add +4.7% 21,477 $3.8M
Evolution Wealth Advisors, LLC 0.69% Add +0.8% 21,334 $3.8M
ProVise Management Group, LLC 0.30% Add +37.6% 21,291 $3.8M
Wilmington Savings Fund Society, FSB 0.07% New 21,046 $3.8M
Paces Ferry Wealth Advisors, LLC 2.17% Add +8.8% 21,042 $3.8M
Regal Investment Advisors LLC 0.26% Add +204.6% 21,013 $3.8M
Pettyjohn, Wood & White, Inc. 0.69% Add +3.3% 20,879 $3.7M
Prime Capital Investment Advisors, LLC 0.05% Add +2.0% 20,711 $3.7M
Gator Capital Management, LLC 1.64% Add +0.8% 20,700 $3.7M
Wexford Capital LP 0.88% New 20,530 $3.7M
Centaurus Financial, Inc. 0.23% Add +2.3% 20,416 $3.7M
World Investment Advisors 0.11% Add +7.6% 20,276 $3.6M
TKG Advisors, LLC 1.78% New 20,140 $3.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.30% No change 20,071 $3.6M
Silver Oak Securities, Incorporated 0.38% Add +75.5% 20,062 $3.6M
Prostatis Group LLC 1.17% Add +20.0% 20,027 $3.6M
Hilltop Holdings Inc. 0.23% Add +5.6% 19,939 $3.6M
Krilogy Financial LLC 0.25% Add +1.1% 19,931 $3.6M
First National Bank of Mount Dora, Trust Investment Services 0.81% No change 19,927 $3.6M
Wick Capital Partners, LLC 1.15% Reduce -5.6% 19,909 $3.6M
Maltin Wealth Management, Inc. 1.73% Add +3.8% 19,798 $3.5M
Jacobi Capital Management LLC 0.27% Add +1.0% 19,787 $3.5M
Central Asset Investments & Management Holdings (HK) Ltd 5.26% New 19,700 $3.5M
Founders Financial Securities LLC 0.32% Add +1267.1% 19,632 $3.5M
Credit Agricole S A 0.02% Reduce -6.4% 19,611 $3.5M
Cordgrass Capital Advisors, LLC 1.01% Add +1.9% 19,542 $3.5M
Mgo One Seven LLC 0.15% Reduce -0.8% 19,495 $3.5M
Lyell Wealth Management, LP 0.32% Add +2.8% 19,476 $3.5M
Tocqueville Asset Management L.P. 0.05% Add +60.5% 19,372 $3.5M
Caprock Group, LLC 0.13% Add +9.4% 19,332 $3.5M
Hart & Patterson Financial Group LLC 1.62% Reduce -4.0% 19,123 $3.4M
Gries Financial LLC 0.64% Add +21.5% 19,072 $3.4M
Catalina Capital Group, LLC 1.16% Add +10.2% 19,056 $3.4M
Cannell & Spears LLC 0.07% Reduce -0.6% 19,045 $3.4M
Baker Ellis Asset Management LLC 0.48% Add +0.5% 19,039 $3.4M
Foundations Investment Advisors, LLC 0.07% Add +428.4% 19,034 $3.4M
Financial Guidance Group, Inc. 1.98% Add +39.4% 18,958 $3.4M
NovaPoint Capital, LLC 1.05% Reduce -32.4% 18,958 $3.4M
Meridian Financial Advisors, LLC 2.25% Add +2.0% 18,764 $3.4M
Investment Advisory Services Inc. /TX 1.19% Add +0.8% 18,746 $3.4M
GM Advisory Group, LLC 0.20% Add +2.8% 18,670 $3.3M
TAP Consulting, LLC 0.65% Reduce -0.9% 18,551 $3.3M
Helios Capital Management Pte. Ltd. 2.05% No change 18,550 $3.3M
Peak Planning Group, LLC 1.44% Reduce -4.7% 18,387 $3.3M
Patten & Patten Inc. 0.22% Add +18.3% 18,330 $3.3M
Keystone Financial Group 0.42% New 18,309 $3.3M
Brightwater Advisory LLC 2.40% Reduce -7.3% 18,219 $3.3M
Ironsides Asset Advisors, LLC 0.95% Add +0.4% 18,178 $3.3M
Sunpointe, LLC 2.68% Add +20.5% 18,174 $3.3M
Martel Wealth Advisors LLC 0.67% Add +3.3% 18,222 $3.3M
Shapiro Capital Management LLC 0.10% Add +758.2% 18,022 $3.2M
Fiduciary Group, LLC 0.33% Reduce -35.9% 18,010 $3.2M
Kopp Family Office, LLC 2.05% New 18,000 $3.2M
Bouchey Financial Group, Ltd. 0.29% Reduce -1.1% 17,997 $3.2M
Simplicity Wealth,LLC 0.30% Reduce -76.4% 17,960 $3.2M
Moloney Securities Asset Management, LLC 0.43% Reduce -22.6% 17,885 $3.2M
Avidian Wealth Enterprises, LLC 0.14% Add +1.1% 17,813 $3.2M
Oliver Lagore Vanvalin Investment Group 0.85% Add +2871.6% 17,681 $3.2M
Joseph P. Lucia & Associates, LLC 1.43% Add +82.6% 17,365 $3.1M
BigSur Wealth Management LLC 0.86% Add +96.0% 17,350 $3.1M
Jaffetilchin Investment Partners, LLC 0.24% Reduce -5.1% 17,346 $3.1M
O'shaughnessy Asset Management, LLC 0.03% Add +8.1% 17,139 $3.1M
D. E. Shaw & Co. 0.00% Reduce -95.5% 17,329 $3.1M
Mosaic Financial Group, LLC 2.20% Add +0.6% 17,276 $3.1M
Provident Wealth Management, LLC 1.05% Reduce -32.6% 17,239 $3.1M
Provident Co of the Employees of the Hebrew University LTD 3.47% New 17,191 $3.1M
Simmons Bank 0.22% Add +0.4% 17,181 $3.1M
First PREMIER Bank 0.77% Add +12.6% 17,160 $3.1M
Oak Root LLC 0.39% Reduce -0.1% 17,070 $3.1M
Vontobel Holding Ltd. 0.01% Add +27.8% 16,904 $3.0M
Cullen/Frost Bankers, Inc. 0.04% Reduce -0.5% 16,809 $3.0M
Moneta Group Investment Advisors LLC 0.04% Reduce -6.0% 16,763 $3.0M
Arkos Global Advisors 0.43% Reduce -4.0% 16,693 $3.0M
Private Trust Co. NA 0.30% Add +5.7% 16,678 $3.0M
Bison Wealth, LLC 0.48% Reduce -6.6% 16,662 $3.0M
KPP Advisory Services LLC 0.72% Reduce -1.9% 16,650 $3.0M
Telos Capital Management, Inc. 0.31% Reduce -1.0% 16,617 $3.0M
Williams Jones Wealth Management, LLC. 0.03% Reduce -5.3% 16,524 $3.0M
Global Financial Private Client, LLC 1.15% Add +0.0% 16,522 $3.0M
Thrivent Financial for Lutherans 0.01% Add +1.2% 16,504 $3.0M
Alpha Omega Wealth Management LLC 0.54% Reduce -1.1% 16,504 $3.0M
Good Life Advisors, LLC 0.18% Add +108.1% 16,484 $3.0M
Wealthfront Advisers LLC 0.01% Add +6.2% 16,398 $2.9M
Tranquilli Financial Advisor LLC 1.84% Add +142.6% 16,340 $2.9M
Waterford Advisors, LLC 1.49% No change 16,312 $2.9M
Snowden Capital Advisors LLC 0.09% Reduce -18.2% 16,274 $2.9M
Fund Evaluation Group, LLC 0.16% New 16,249 $2.9M
G&S Capital LLC 1.22% New 16,230 $2.9M
Precedent Wealth Partners, LLC 0.95% New 16,138 $2.9M
First National Bank Sioux Falls 1.30% Reduce -0.3% 15,929 $2.9M
Delta Investment Management, LLC 0.58% Add +0.2% 15,880 $2.8M
Carmel Capital Partners, LLC 1.09% New 15,830 $2.8M
Excalibur Management Corp. 1.08% Add +17.8% 15,784 $2.8M
Meridian Wealth Management, LLC 0.14% Add +19.0% 15,657 $2.8M
Compound Planning, Inc. 0.17% Add +91.1% 15,549 $2.8M
Bailard, Inc. 0.07% Reduce -3.0% 15,449 $2.8M
Klingman & Associates, LLC 0.17% No change 15,368 $2.8M
Fortune Financial Advisors, LLC 2.48% Reduce -0.4% 15,275 $2.7M
Garner Asset Management Corp 0.94% Add +4.2% 15,271 $2.7M
Kornitzer Capital Management Inc. 0.05% New 15,240 $2.7M
Marco Investment Management LLC 0.24% Add +3.1% 15,234 $2.7M
Cahill Financial Advisors Inc. 0.37% Add +0.8% 15,094 $2.7M
Fiduciary Alliance LLC 0.36% New 15,041 $2.7M
Apexium Financial, LP 0.18% No change 14,939 $2.7M
Transform Wealth, LLC 0.18% Reduce -87.3% 14,912 $2.7M
Osborne Partners Capital Management, LLC 0.15% Add +4.4% 14,881 $2.7M
Daymark Wealth Partners, LLC 0.11% Reduce -5.4% 14,875 $2.7M
Susquehanna International Group, LLP 0.00% Add +23.8% 14,856 $2.7M
PFG Advisors 0.17% Reduce -4.3% 14,836 $2.7M
Analyst IMS Investment Management Services Ltd. 0.10% Add +73.3% 14,780 $2.6M
Davis R M Inc. 0.05% No change 14,666 $2.6M
Kingsview Wealth Management, LLC 0.06% Add +4.3% 14,591 $2.6M
Pacific Capital Wealth Advisors, Inc. 0.44% Reduce -1.9% 14,575 $2.6M
Rhumbline Advisers 0.00% Add +2.3% 14,536 $2.6M
Lanark Financial, Inc. 0.22% Reduce -3.6% 14,535 $2.6M
Godshalk Welsh Capital Management, Inc. 1.64% Add +0.8% 14,447 $2.6M
Trust Co 0.31% Reduce -58.0% 14,312 $2.6M
Freestone Capital Holdings, LLC 0.09% Add +3.5% 14,303 $2.6M
WASHINGTON TRUST Co 0.09% Add +54.3% 14,286 $2.6M
Clear Harbor Asset Management, LLC 0.21% Reduce -0.8% 14,230 $2.5M
Y-Intercept (Hong Kong) Ltd 0.16% New 14,153 $2.5M
Alliancebernstein L.P. 0.00% New 14,140 $2.5M
Tranquility Partners, LLC 0.92% Reduce -5.1% 14,091 $2.5M
Cambridge Capital Management, LLC 1.66% Reduce -7.0% 14,045 $2.5M
Tidal Investments LLC 0.03% Add +779.3% 14,025 $2.5M
Factorial Partners, LLC 1.44% No change 14,000 $2.5M
Red Door Wealth Management, LLC 0.42% Add +10.6% 13,982 $2.5M
BOK Financial Private Wealth, Inc. 0.18% Reduce -2.3% 13,948 $2.5M
Renasant Bank 1.64% Reduce -49.5% 13,935 $2.5M
First National Trust Co 0.10% Reduce -39.9% 13,935 $2.5M
Lee Johnson Capital Management, LLC 1.28% New 13,864 $2.5M
Soundwatch Capital LLC 0.39% Add +112.0% 13,819 $2.5M
Ausdal Financial Partners, Inc. 0.26% Reduce -12.4% 13,701 $2.5M
Acorn Wealth Advisors, LLC 1.05% Reduce -6.7% 13,621 $2.4M
Sharkey, Howes & Javer 0.35% Add +6.3% 13,527 $2.4M
Belpointe Asset Management LLC 0.14% Reduce -4.5% 13,490 $2.4M
Twelve Points Wealth Management LLC 0.76% Add +3.9% 13,479 $2.4M
Burns J W & Co. Inc. 0.31% Add +1.6% 13,456 $2.4M
MTM Investment Management, LLC 0.94% Reduce -2.5% 13,485 $2.4M
Cowa, LLC 1.14% Reduce -52.4% 13,383 $2.4M
Allegheny Financial Group 0.59% Add +8.7% 13,300 $2.4M
Steel Grove Capital Advisors, LLC 0.33% Add +9.3% 13,264 $2.4M
Heritage Wealth Advisors 0.11% No change 13,242 $2.4M
Monument Capital Management 0.65% Reduce -4.9% 13,213 $2.4M
Avestar Capital, LLC 0.26% Reduce -2.8% 13,123 $2.4M
Beck Bode, LLC 0.44% Reduce -29.8% 13,110 $2.3M
Ascentis Independent Advisors 0.37% Add +157.3% 13,062 $2.3M
MJP Associates Inc. 0.44% Reduce -11.2% 13,024 $2.3M
Alpha Cubed Investments, LLC 0.10% Reduce -5.0% 12,857 $2.3M
Van Hulzen Asset Management, LLC 0.17% Reduce -4.8% 12,817 $2.3M
Meadow Creek Wealth Advisors LLC 1.81% Add +4.4% 12,742 $2.3M
AE Wealth Management LLC 0.02% Reduce -32.4% 12,681 $2.3M
Laraway Financial Advisors Inc 1.81% Reduce -3.2% 12,678 $2.3M
KWB Wealth 0.29% Reduce -0.6% 13,774 $2.3M
Battery Global Advisors, LLC 1.22% New 12,501 $2.2M
Wealthspire Advisors, LLC 0.02% Reduce -14.4% 12,495 $2.2M
Graypoint LLC 0.14% Add +44.4% 12,490 $2.2M
Deutsche Bank AG 0.00% Add +1.9% 12,488 $2.2M
Welch Capital Partners LLC 0.50% No change 12,488 $2.2M
Cape Investment Advisory, Inc. 0.91% Add +2.8% 12,480 $2.2M
First Merchants Corp. 0.09% Reduce -10.6% 12,452 $2.2M
Discovery Capital Management, LLC / CT 0.28% No change 12,441 $2.2M
Tiaa Trust, National Association 0.01% Reduce -6.5% 12,382 $2.2M
Conservest Capital Advisors, Inc. 0.23% No change 13,039 $2.2M
CoreFirst Bank & Trust 1.27% Add +4.6% 12,309 $2.2M
WMS Partners, LLC 0.12% Add +31.1% 12,296 $2.2M
Allie Family Office LLC 1.18% Reduce -24.3% 12,259 $2.2M
Chicago Partners Investment Group LLC 0.08% Add +0.0% 12,258 $2.2M
Tsfg, LLC 0.48% Add +34.0% 12,234 $2.2M
Millennium Management 0.00% Reduce -91.5% 12,231 $2.2M
WCG Wealth Advisors LLC 0.15% New 12,228 $2.2M
Boston Mountain Money Management Inc. 1.27% Add +8.3% 12,174 $2.2M
Triangle Securities Wealth Management 0.56% Reduce -0.2% 12,137 $2.2M
Bantamac Capital, LLC 1.05% Add +4.0% 12,120 $2.2M
Kennicott Capital Management LLC 0.83% Reduce -2.9% 12,103 $2.2M
Outlook Wealth Advisors, LLC 0.62% Reduce -8.0% 12,075 $2.2M
BTC Capital Management, Inc. 0.19% No change 12,000 $2.1M
AlphaStar Capital Management, LLC 0.17% Reduce -30.3% 11,704 $2.1M
Dodds Wealth, LLC 0.70% Reduce -13.6% 11,758 $2.1M
Quadcap Wealth Management, LLC 0.33% Add +80.9% 11,659 $2.1M
Pine Valley Investments Ltd Liability Co 0.14% Add +4.0% 11,648 $2.1M
Boothe Investment Group, Inc. 0.95% Add +1.3% 11,602 $2.1M
Patriot Investment Management Group, Inc. 0.15% Reduce -0.1% 11,566 $2.1M
Intellectus Partners, LLC 0.53% Add +36.3% 11,545 $2.1M
Asset Allocation & Management Company, LLC 1.29% No change 11,468 $2.1M
Coastal Bridge Advisors, LLC 0.51% Add +309.0% 11,419 $2.0M
Grant/GrossMendelsohn, LLC 0.88% Reduce -2.3% 11,396 $2.0M
360 Financial, Inc. 0.75% Reduce -6.8% 11,388 $2.0M
Guyasuta Investment Advisors Inc. 0.13% Add +26.4% 11,350 $2.0M
Sanders Morris Harris LLC 0.34% Reduce -71.2% 11,306 $2.0M
American Investment Services, Inc. 0.34% Reduce -1.5% 11,296 $2.0M
Ashton Thomas Private Wealth, LLC 0.11% Add +579.9% 11,259 $2.0M
American Capital Advisory, LLC 1.17% Reduce -7.6% 11,255 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.09% Reduce -1.7% 11,237 $2.0M
Quantinno Capital Management LP 0.03% Add +575.4% 11,204 $2.0M
Macroview Investment Management LLC 1.96% Add +4.4% 11,163 $2.0M
Legacy Capital Group California, Inc. 0.66% Reduce -46.8% 11,157 $2.0M
BluePointe Capital Management, LLC 1.29% Add +82.9% 11,151 $2.0M
Creative Financial Designs Inc. 0.17% Reduce -26.0% 11,148 $2.0M
Louisbourg Investments Inc. 0.50% New 14,800 $2.0M
Carret Asset Management, LLC 0.22% Add +6.5% 11,094 $2.0M
BKM Wealth Management, LLC 0.81% Reduce -4.5% 11,080 $2.0M
Darwin Wealth Management, LLC 0.54% Reduce -11.5% 11,020 $2.0M
Advisory Research Inc. 0.35% Add +0.0% 10,999 $2.0M
Carrera Capital Advisors 0.48% Reduce -0.1% 10,950 $2.0M
NCM Capital Management, LLC 0.94% Add +0.1% 10,932 $2.0M
Whittier Trust Co. of Nevada Inc. 0.05% Add +46.1% 10,925 $2.0M
Johnson Investment Counsel Inc. 0.02% Reduce -0.7% 10,761 $1.9M
Evoke Wealth, LLC 0.05% Add +225.4% 10,752 $1.9M
Equity Investment Corp. 0.04% Add +286.7% 10,730 $1.9M
Biondo Investment Advisors, LLC 0.26% Add +0.6% 10,728 $1.9M
Mark Sheptoff Financial Planning, LLC 1.02% Add +28.8% 10,725 $1.9M
Main Street Financial Solutions, LLC 0.18% Reduce -1.6% 10,673 $1.9M
Creekside Partners 0.98% Reduce -5.6% 10,637 $1.9M
Milestone Asset Management, LLC 0.42% Add +50.3% 10,537 $1.9M
Phoenix Wealth Advisors 0.88% Add +0.1% 10,534 $1.9M
Parisi Gray Wealth Management 0.62% Add +0.1% 10,527 $1.9M
Flagstar Securities, Inc. 0.48% Add +145.6% 10,489 $1.9M
CMG Global Holdings, LLC 1.06% Add +6.0% 10,463 $1.9M
EagleClaw Capital Managment, LLC 0.31% Add +10.9% 10,430 $1.9M
Optivise Advisory Services LLC 0.98% New 10,418 $1.9M
New Wave Wealth Advisors LLC 0.85% Add +553.7% 10,348 $1.9M
Heritage Oak Wealth Advisors LLC 0.85% New 10,348 $1.9M
Romano Brothers and Company 0.23% Add +124.1% 10,322 $1.8M
Walleye Capital LLC 0.02% Reduce -35.2% 10,300 $1.8M
Cary Street Partners Asset Management LLC 0.24% Add +7.5% 10,273 $1.8M
Tudor Financial Inc. 1.13% — 10,233 $1.8M
EPG Wealth Management LLC 0.46% Add +0.0% 10,220 $1.8M
Valmark Advisers, Inc. 0.03% Add +25.8% 10,163 $1.8M
Bulltick Wealth Management, LLC 0.45% Add +55.6% 10,093 $1.8M
Signaturefd, LLC 0.03% Add +70.2% 10,021 $1.8M
Wedbush Securities Inc. 0.07% Reduce -78.3% 10,013 $1.8M
Keel Point, LLC 0.15% Add +621.3% 10,011 $1.8M
Trueblood Wealth Management, LLC 0.90% Add +37.9% 10,003 $1.8M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.92% New 10,000 $1.8M
Whittier Trust Co. 0.02% Reduce -0.3% 9,997 $1.8M
Richard W. Paul & Associates, LLC 0.64% Reduce -7.1% 9,923 $1.8M
Keene & Associates, Inc. 1.34% New 9,845 $1.8M
Sunbelt Securities, Inc. 0.17% Reduce -4.3% 9,799 $1.8M
Country Club Bank 0.12% Add +11.5% 9,771 $1.7M
PFG Investments, LLC 0.11% Add +41.7% 9,742 $1.7M
Townsquare Capital LLC 0.02% Reduce -2.0% 9,707 $1.7M
AdvisorNet Financial, Inc 0.13% Add +14.4% 9,680 $1.7M
Mountain Pacific Investment Advisers LLC 0.12% Add +22.3% 9,603 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -8.7% 9,543 $1.7M
Kovack Advisors, Inc. 0.18% Reduce -44.9% 9,535 $1.7M
SlateStone Wealth, LLC 0.15% Add +2.3% 9,517 $1.7M
M&T Bank Corp 0.01% Reduce -25.1% 9,487 $1.7M
Consolidated Portfolio Review Corp 0.38% Reduce -1.5% 9,474 $1.7M
Drexel Morgan & Co. 0.31% Add +58.8% 9,450 $1.7M
Trail Ridge Investment Advisors, LLC 0.81% Add +13.1% 9,458 $1.7M
Global Assets Advisory, LLC 0.92% New 9,453 $1.7M
Grove Bank & Trust 0.25% Add +132.6% 9,401 $1.7M
New Potomac Partners, LLC 0.86% Reduce -0.1% 9,381 $1.7M
Francis Financial, Inc. 0.44% Add +20.6% 9,359 $1.7M
WealthPLAN Partners, LLC 0.22% Add +14.0% 9,296 $1.7M
Root Financial Partners, LLC 0.26% Reduce -2.0% 9,239 $1.7M
Gilman Hill Asset Management, LLC 0.28% Reduce -1.5% 9,216 $1.7M
Seelaus Asset Management LLC 1.55% Add +0.4% 9,208 $1.6M
LGL Partners, LLC 0.23% Add +0.4% 9,197 $1.6M
Journey Strategic Wealth LLC 0.06% Add +14.7% 9,090 $1.6M
Litman Gregory Wealth Management LLC 0.14% Add +20.6% 9,042 $1.6M
Coastline Trust Co 0.19% Reduce -3.1% 9,000 $1.6M
Net Worth Advisory Group 0.48% — 8,998 $1.6M
Old National Bancorp 0.04% Add +43.6% 8,955 $1.6M
Prairiewood Capital, LLC 0.68% No change 8,915 $1.6M
Fulcrum Equity Management 1.35% Add +566.4% 8,903 $1.6M
UMB Bank, n.a. 0.02% Add +46.9% 8,884 $1.6M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -7.9% 8,866 $1.6M
LexAurum Advisors, LLC 0.35% Add +22.7% 8,853 $1.6M
Fortis Capital Advisors, LLC 0.53% Add +3.2% 8,827 $1.6M
Financial Counselors Inc. 0.02% Reduce -0.1% 8,817 $1.6M
RPS Advisory Solutions LLC 1.12% New 8,716 $1.6M
Peregrine Asset Advisers, Inc. 0.53% Reduce -1.1% 8,577 $1.5M
Savant Capital, LLC 0.01% Add +0.8% 8,521 $1.5M
Beaton Management Co. Inc. 0.77% No change 8,507 $1.5M
SkyView Investment Advisors, LLC 0.25% Reduce -15.0% 8,500 $1.5M
Arcus Capital Partners, LLC 0.55% Add +0.4% 8,495 $1.5M
EFG Asset Management (Americas) Corp. 0.30% Reduce -8.8% 8,488 $1.5M
Evermay Wealth Management LLC 0.24% Reduce -2.3% 8,440 $1.5M
Edge Capital Group, LLC 0.07% No change 8,320 $1.5M
Sandbox Financial Partners, LLC 0.52% Reduce -0.6% 8,220 $1.5M
Dupree Financial Group, LLC 0.63% Reduce -87.4% 8,219 $1.5M
Patten Group, Inc. 0.33% Add +3.1% 8,185 $1.5M
Diligent Investors, LLC 0.34% Add +1.9% 8,154 $1.5M
Western Wealth Management, LLC 0.08% Add +8.7% 8,053 $1.4M
Alexander Labrunerie & Co., Inc. 0.67% Add +8.2% 8,029 $1.4M
American Institute for Advanced Investment Management, LLP 1.02% Reduce -9.5% 7,971 $1.4M
Hirtle & Co., LLC 0.07% Reduce -41.8% 7,960 $1.4M
Albar Capital Ltd 0.32% Reduce -84.0% 7,946 $1.4M
Inscription Capital, LLC 0.21% Add +70.9% 7,934 $1.4M
Vertex Planning Partners, LLC 0.34% Reduce -1.6% 7,903 $1.4M
Carr Financial Group Corp 0.42% Add +103.4% 7,879 $1.4M
Rockbridge Investment Management, LCC 0.18% Reduce -1.0% 7,871 $1.4M
Pinnacle Wealth Planning Services, Inc. 0.19% Reduce -20.4% 7,861 $1.4M
Bangor Savings Bank 0.13% No change 7,814 $1.4M
Ardent Capital Management, Inc. 0.63% No change 7,755 $1.4M
Merit Financial Group, LLC 0.03% Reduce -15.3% 7,748 $1.4M
Bigelow Investment Advisors, LLC 0.62% Add +17.5% 7,743 $1.4M
Delos Wealth Advisors, LLC 1.21% Add +15.7% 7,719 $1.4M
Marks Group Wealth Management, Inc 0.13% Reduce -0.7% 7,692 $1.4M
Hartford Financial Management Inc. 0.28% Reduce -1.6% 7,672 $1.4M
Keebeck Wealth Management 0.20% Add +0.0% 7,591 $1.4M
Moody LYNN Lieberson & Walker, LLC 0.08% Reduce -6.0% 7,528 $1.3M
Capital Management Associates 1.50% Add +50.0% 7,500 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Add +83.0% 7,487 $1.3M
ARK & TLK Investments, LLC 0.48% Add +0.2% 7,477 $1.3M
Curi Capital, LLC 0.03% Reduce -28.4% 7,454 $1.3M
Twin Tree Management, LP 0.03% New 7,397 $1.3M
Advance Capital Management, Inc. 0.06% Reduce -17.8% 7,374 $1.3M
Private Portfolio Partners LLC 0.25% Add +13.1% 7,348 $1.3M
Samalin Investment Counsel, LLC 0.57% Add +4.0% 7,322 $1.3M
L.M. Kohn & Company 0.33% Reduce -40.3% 7,319 $1.3M
Cornerstone Wealth Management, LLC 0.09% Reduce -3.5% 7,308 $1.3M
Salomon & Ludwin, LLC 0.13% Add +40.7% 7,286 $1.3M
Biltmore Family Office, LLC 0.22% New 7,275 $1.3M
Brighton Jones LLC 0.05% Reduce -2.5% 7,270 $1.3M
Rossmore Private Capital 0.16% Add +5.3% 7,242 $1.3M
Trust Co. of Toledo NA 0.18% Add +6.2% 7,238 $1.3M
Mather Group, Llc. 0.02% Reduce -25.5% 7,195 $1.3M
KCM Investment Advisors LLC 0.04% Reduce -11.6% 7,141 $1.3M
Townsend Asset Management Corp. /NC/ 0.47% Reduce -0.2% 7,113 $1.3M
Capital Analysts, LLC 0.05% Add +32.0% 7,094 $1.3M
Verdence Capital Advisors LLC 0.10% Add +20.0% 7,090 $1.3M
Alliance Wealth Management Group 0.34% No change 7,049 $1.3M
Towercrest Capital Management 0.20% No change 7,049 $1.3M
JGP Wealth Management, LLC 0.16% Reduce -6.6% 7,040 $1.3M
Argent Trust Co 0.05% Add +3.8% 7,024 $1.3M
Nvwm, LLC 0.32% Reduce -0.0% 7,013 $1.3M
Quadrant Capital Group LLC 0.09% Reduce -0.7% 6,991 $1.3M
Aprio Wealth Management, LLC 0.20% Add +0.0% 6,969 $1.2M
Blue Chip Partners, LLC 0.11% Reduce -23.6% 6,968 $1.2M
Sterling Capital Management LLC 0.02% — 6,933 $1.2M
Hollencrest Capital Management 0.05% Add +0.2% 6,930 $1.2M
OMNI 360 Wealth, Inc. 0.85% Add +23.6% 6,917 $1.2M
RDA Financial Network 0.38% Reduce -26.1% 6,879 $1.2M
Regions Financial Corp. 0.01% Reduce -2.8% 6,876 $1.2M
Madison Park Capital Advisors, LLC 0.92% Reduce -1.1% 6,823 $1.2M
NWF Advisory Services Inc. 0.18% Reduce -5.1% 6,785 $1.2M
Second Half Financial Partners, LLC 0.64% Add +47.4% 6,725 $1.2M
Circle Wealth Management, LLC 0.03% No change 6,714 $1.2M
Wolverine Trading, LLC 0.03% Add +19.1% 6,663 $1.2M
Syverson Strege & Co 0.40% No change 6,597 $1.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.30% No change 6,595 $1.2M
Retirement Investment Advisors, Inc. 0.13% Add +1.7% 6,590 $1.2M
Summit Wealth Partners, LLC 0.23% Add +8.1% 6,590 $1.2M
Per Stirling Capital Management, LLC. 0.16% Reduce -3.1% 6,555 $1.2M
Baldwin Investment Management, LLC 0.15% Reduce -35.6% 6,553 $1.2M
Essex Private Wealth Management, LLC 2.76% Add +2.4% 6,552 $1.2M
Insight Advisors, LLC/ PA 0.20% Reduce -2.8% 6,518 $1.2M
Beacon Financial Advisory LLC 0.39% Add +8.1% 6,457 $1.2M
SageView Advisory Group, LLC 0.06% Add +0.2% 6,441 $1.2M
Stephens Consulting, LLC 0.29% Add +0.1% 6,420 $1.2M
MN Wealth Advisors, LLC 0.65% Add +4.6% 6,402 $1.1M
Advisor Resource Council 0.52% Reduce -91.5% 6,381 $1.1M
Ted Buchan & Co 0.54% Reduce -38.1% 6,374 $1.1M
Optimum Investment Advisors 0.49% Add +93.0% 6,359 $1.1M
Barrett & Company, Inc. 0.49% Add +0.0% 6,329 $1.1M
Visionary Wealth Advisors 0.07% Add +31.8% 6,321 $1.1M
Moors & Cabot, Inc. 0.06% Add +83.4% 6,319 $1.1M
West Coast Financial LLC 0.12% No change 6,310 $1.1M
Davies Financial Advisors, Inc. 0.99% Reduce -7.4% 6,306 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +14.9% 6,296 $1.1M
MGB Wealth Management, LLC 0.41% No change 6,282 $1.1M
Procyon Advisors, LLC 0.08% Add +50.0% 6,254 $1.1M
Flagship Private Wealth, LLC 0.58% Reduce -4.6% 6,247 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +5.4% 6,247 $1.1M
HHM Wealth Advisors, LLC 0.16% Reduce -5.3% 6,246 $1.1M
Commerce Bank 0.01% Add +85.9% 6,243 $1.1M
Cypress Asset Management Inc. 0.28% Add +136.2% 6,228 $1.1M
American Financial Advisors, LLC 0.15% Reduce -11.9% 6,199 $1.1M
Bridges Investment Management Inc. 0.02% Add +6.5% 6,198 $1.1M
Principal Financial Group Inc. 0.00% No change 6,133 $1.1M
Sentry LLC 0.21% Reduce -2.0% 6,098 $1.1M
Perkins Coie Trust Co 0.24% No change 6,083 $1.1M
Colorado Capital Management, Inc. 0.54% No change 6,069 $1.1M
JFS Wealth Advisors, LLC 0.07% Reduce -0.3% 6,034 $1.1M
VCI Wealth Management LLC 0.48% Reduce -18.0% 6,030 $1.1M
Lane & Associates LLC 0.59% Reduce -72.3% 6,020 $1.1M
1832 Asset Management L.P. 0.00% No change 6,020 $1.1M
Farmers Trust Co. 0.20% Add +210.3% 6,007 $1.1M
JBF Capital, Inc. 0.16% No change 6,000 $1.1M
Tennessee Valley Asset Management Partners 0.18% Reduce -18.3% 5,951 $1.1M
Cambridge Advisors Inc. 0.23% Reduce -0.5% 5,952 $1.1M
Prelude Capital Management, LLC 0.08% New 5,910 $1.1M
PCA Investment Advisory Services Inc. 0.50% Reduce -7.8% 5,899 $1.1M
Prepared Retirement Institute LLC 0.64% Add +10.6% 5,879 $1.1M
SteelPeak Wealth, LLC 0.05% Add +16.5% 5,860 $1.0M
Yarger Wealth Strategies, LLC 0.58% Add +0.4% 5,817 $1.0M
Arlington Trust Co LLC 0.23% New 5,803 $1.0M
Financial Insights, Inc. 0.34% Reduce -26.2% 5,775 $1.0M
Howard Capital Management Group, LLC 0.07% No change 5,767 $1.0M
Keystone Wealth Services, LLC 0.28% Add +19.9% 5,748 $1.0M
Pictet North America Advisors SA 0.10% No change 5,690 $1.0M
Becker Capital Management Inc. 0.03% Reduce -2.6% 5,684 $1.0M
Veery Capital, LLC 0.38% Reduce -66.2% 5,682 $1.0M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -29.1% 5,681 $1.0M
North Star Investment Management Corp. 0.07% Add +41.3% 5,674 $1.0M
Smithbridge Asset Management Inc. 0.17% Reduce -2.6% 5,674 $1.0M
Up Strategic Wealth Investment Advisors LLC 1.14% No change 5,667 $1.0M
Tilia Fiduciary Partners, Inc. 0.70% Reduce -4.7% 5,665 $1.0M
Aries Wealth Management 0.28% Add +78.8% 5,665 $1.0M
JMG Financial Group, Ltd. 0.03% No change 5,661 $1.0M
Hassell Wealth Management, LLC 0.42% No change 5,744 $1.0M
Edgestream Partners, L.P. 0.04% Reduce -63.9% 5,623 $1.0M
TrinityPoint Wealth, LLC 0.14% Add +0.3% 5,612 $1.0M
RIA Advisory Group LLC 0.35% — 5,602 $1.0M
Modera Wealth Management, LLC 0.01% Reduce -0.5% 5,582 $1.0M
Mosaic Family Wealth Partners, LLC 0.15% Add +1.5% 5,565 $997K
Chemistry Wealth Management LLC 0.24% Add +1.4% 5,549 $994K
Greenfield Savings Bank 0.47% Reduce -4.0% 5,546 $994K
Obermeyer Wealth Partners 0.05% New 5,544 $993K
Berkshire Asset Management LLC 0.05% No change 6,037 $992K
Sandy Spring Bank 0.04% Add +2.7% 5,516 $988K
Andina Capital Management, LLC 0.75% Reduce -8.3% 5,514 $988K
Cora Capital Advisors LLC 0.49% Reduce -0.3% 5,510 $987K
Mirador Capital Partners LP 0.18% Reduce -1.6% 5,471 $980K
Criterion Capital Advisors, LLC 0.61% No change 5,935 $975K
Montag & Caldwell, LLC 0.20% Reduce -0.6% 5,427 $972K
Correct Capital Wealth Management 0.21% No change 5,419 $971K
Legacy Financial Strategies, LLC 0.21% Add +175.2% 5,407 $969K
Monte Financial Group, LLC 0.40% Add +2.6% 5,405 $968K
SpiderRock Advisors, LLC 0.02% New 5,401 $968K
Coppell Advisory Solutions LLC 0.14% Reduce -11.4% 5,384 $963K
Covenant Asset Management, LLC 0.21% Add +9.9% 5,369 $962K
Moulton Wealth Management, Inc. 0.80% Reduce -39.5% 5,384 $961K
Autumn Glory Partners, LLC 0.37% No change 5,359 $960K
Wellington Shields Capital Management, LLC 0.17% Add +14.9% 5,350 $959K
Van Den Berg Management I, Inc. 0.28% Reduce -22.4% 5,349 $958K
National Wealth Management Group, LLC 0.65% Add +123.9% 5,342 $957K
EverSource Wealth Advisors, LLC 0.06% Reduce -30.1% 5,334 $956K
Perennial Investment Advisors, LLC 0.12% Reduce -42.7% 5,331 $955K
Cardiff Park Advisors, LLC 0.09% Add +0.1% 5,321 $953K
First Hawaiian Bank 0.03% Reduce -7.0% 5,265 $943K
Novare Capital Management LLC 0.08% Add +8.5% 5,253 $941K
Epiq Partners, LLC 0.54% Add +23.6% 5,251 $941K
Elmwood Wealth Management, Inc. 0.39% Reduce -1.5% 5,250 $941K
Castleview Partners, LLC 0.54% Add +67.2% 5,244 $940K
Lionsbridge Wealth Management LLC 0.74% New 5,205 $933K
AMJ Financial Wealth Management 0.27% Add +31.0% 5,193 $930K
Legacy Wealth Management, LLC / MS 0.34% Add +265.0% 5,146 $922K
Kesler, Norman & Wride, LLC 0.18% Add +0.1% 5,097 $913K
Northwest Financial Advisors 0.73% Add +25.6% 5,085 $911K
Alpha Financial Partners LLC 0.65% Add +42.4% 5,049 $905K
Ehrlich Financial Group 0.65% Reduce -6.0% 5,049 $905K
Register Financial Advisors LLC 0.46% Add +0.5% 5,021 $900K
Strategic Blueprint, LLC 0.06% Add +8.0% 5,018 $899K
AllSquare Wealth Management LLC 0.51% Add +0.5% 4,970 $890K
First Heartland Consultants, Inc. 0.10% Reduce -63.2% 4,970 $890K
Harmony Asset Management LLC 0.33% Add +4.4% 4,935 $884K
Zions Bancorporation, N.A. 0.06% No change 4,900 $878K
Mycio Wealth Partners, LLC 0.20% Reduce -46.6% 4,870 $872K
CWA Asset Management Group, LLC 0.05% — 4,860 $871K
Rooted Wealth Advisors, Inc. 0.39% Reduce -6.0% 4,908 $870K
Journey Advisory Group, LLC 0.10% No change 5,274 $866K
LongView Wealth Management 0.28% Reduce -0.3% 4,827 $865K
Two Sigma Securities, LLC 0.07% Reduce -17.8% 4,749 $851K
Wealthspire Retirement, LLC 0.07% Reduce -2.1% 4,748 $851K
Willis Johnson & Associates, Inc. 0.06% New 4,723 $846K
D L Carlson Investment Group Inc. 0.15% Reduce -2.8% 4,708 $843K
Elevated Capital Advisors, LLC 0.22% Reduce -84.5% 4,705 $843K
Everett Harris & Co. 0.01% Add +0.1% 4,702 $842K
TCV Trust & Wealth Management, Inc. 0.08% Add +24.3% 2,806 $839K
Northwest Wealth Management, LLC 0.20% Reduce -3.4% 4,673 $837K
J. W. Coons Advisors, LLC 0.16% No change 4,673 $837K
GSG Advisors LLC 0.28% Add +48.3% 4,682 $834K
Woodard & Co. Asset Management Group Inc. 0.19% Add +3.8% 4,626 $829K
Crossmark Global Holdings, Inc. 0.01% No change 4,624 $828K
Cascade Financial Partners, LLC 0.10% No change 4,576 $821K
Key Client Fiduciary Advisors, LLC 0.37% Add +1.8% 4,534 $812K
Radnor Capital Management, LLC 0.12% Add +36.4% 4,532 $812K
Annex Advisory Services, LLC 0.03% No change 4,527 $811K
Alphadyne Asset Management LP 0.48% Reduce -55.0% 4,500 $806K
Costello Asset Management, INC 0.54% Add +20354.5% 4,500 $806K
Bluesphere Advisors LLC 0.40% Add +54.9% 4,497 $806K
Smithfield Trust Co 0.04% Reduce -17.9% 4,493 $805K
Burney Co./ 0.03% Reduce -0.3% 4,491 $805K
Benchmark Investment Advisors LLC 0.57% Reduce -3.4% 4,488 $804K
Petra Financial Advisors Inc. 0.53% Add +0.2% 4,483 $803K
Principle Wealth Partners LLC 0.06% Add +74.7% 4,464 $800K
Professional Financial Advisors, LLC 0.21% Reduce -10.1% 4,456 $798K
CSM Advisors, LLC 0.05% No change 4,450 $797K
Conscious Wealth Investments, LLC 0.55% Reduce -8.9% 4,452 $797K
MorganRosel Wealth Management, LLC 0.26% No change 4,445 $796K
SeaCrest Wealth Management, LLC 0.09% Add +4.7% 4,430 $794K
Salem Investment Counselors Inc. 0.02% Add +61.1% 4,428 $793K
McCarter Private Wealth Services LLC 0.50% — 4,406 $789K
PCG Wealth Advisors, LLC 0.30% Reduce -25.1% 4,375 $784K
One Capital Management, LLC 0.03% Add +5.6% 4,367 $782K
XML Financial, LLC 0.07% Add +0.1% 4,366 $782K
Wealth Architects, LLC 0.09% Reduce -0.9% 4,338 $777K
Old Port Advisors 0.22% Reduce -0.6% 4,323 $775K
Mission Creek Capital Partners, Inc. 0.18% New 4,316 $773K
First National Bank of Omaha 0.05% No change 4,310 $772K
Acas, LLC 0.63% Add +0.2% 4,292 $769K
Arrowroot Family Office, LLC 0.45% Add +0.5% 4,283 $767K
Evergreen Capital Management LLC 0.03% Add +8.4% 4,244 $760K
PVG Asset Management Corp. 3.03% New 4,216 $755K
Avior Wealth Management, LLC 0.03% Add +383.7% 4,208 $754K
Financial Sense Advisors, Inc. 0.21% New 4,191 $751K
West Oak Capital, LLC 0.37% No change 4,190 $751K
Beacon Capital Management, LLC 0.11% Reduce -1.8% 4,140 $742K
Cooksen Wealth, LLC 0.69% Add +4.3% 4,136 $741K
WoodTrust Financial Corp 0.11% No change 4,130 $740K
Flaharty Asset Management, LLC 0.10% Add +2.1% 4,114 $737K
Forum Financial Management, LP 0.01% Add +15.2% 4,109 $736K
Morton Capital Management LLC 0.14% No change 4,097 $734K
LJI Wealth Management, LLC 0.15% Add +2.7% 4,093 $733K
Rosenberg Matthew Hamilton 0.19% Add +173.5% 4,089 $733K
Donald L. Hagan, LLC 0.37% New 4,065 $728K
Garrett Wealth Advisory Group, LLC 0.18% Add +89.0% 4,045 $725K
Sax Wealth Advisors, LLC 0.06% Add +73.8% 4,038 $723K
Mainstay Capital Management LLC 0.12% New 4,025 $721K
Austin Asset Management Co Inc 0.15% No change 4,000 $717K
Elevatus Welath Management 0.23% Reduce -41.8% 3,984 $714K
Kingswood Wealth Advisors, LLC 0.05% Add +13.4% 3,978 $712K
Abound Wealth Management 0.24% Add +0.2% 3,968 $711K
Wealth Alliance, LLC 0.08% Add +1.4% 3,967 $711K
Investment Planning Advisors, Inc. 0.36% No change 4,308 $708K
Segment Wealth Management, LLC 0.05% Reduce -0.4% 3,950 $708K
Phraction Management LLC 0.27% No change 3,943 $706K
Wambolt & Associates, LLC 0.19% Reduce -17.5% 3,960 $706K
Larson Financial Group LLC 0.04% Add +23.5% 3,922 $703K
TruWealth Advisors, LLC 0.04% Add +0.0% 3,898 $698K
JT Stratford LLC 0.12% Reduce -0.3% 3,869 $693K
Callan Capital, LLC 0.05% No change 3,867 $693K
Delta Financial Group, Inc. 0.26% Add +7.0% 3,828 $686K
New Century Financial Group, LLC 0.25% Add +81.2% 3,783 $678K
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -9.3% 3,782 $678K
Stokes Family Office, LLC 0.07% Reduce -1.6% 3,768 $675K
Accel Wealth Management 0.25% Add +26.5% 3,764 $674K
Founders Financial Alliance, LLC 0.19% Add +31.1% 3,739 $670K
WealthTrust Axiom LLC 0.20% Add +8.6% 3,726 $668K
Charter Research & Investment Group, Inc. 0.49% Add +3.2% 3,724 $667K
Onyx Bridge Wealth Group LLC 0.10% Add +65.8% 3,723 $667K
ICW Investment Advisors LLC 0.28% Add +4.9% 3,710 $665K
MKT Advisors LLC 0.31% Add +0.0% 3,725 $663K
Unconventional Investor, LLC 0.41% Add +0.2% 3,695 $662K
RFG Advisory, LLC 0.02% Add +28.0% 3,649 $654K
Glenview Trust Co 0.01% Add +17.8% 3,642 $652K
Spreng Capital Management, Inc. 0.31% New 3,630 $650K
First City Capital Management, Inc. 0.33% Add +81.6% 3,621 $649K
Smith Shellnut Wilson LLC 0.29% Reduce -4.7% 3,616 $648K
Weaver Capital Management LLC 0.19% Reduce -0.1% 3,613 $647K
Essex Bank 0.16% Add +15.9% 3,613 $647K
1ST Source Bank 0.04% New 3,610 $647K
MBE Wealth Management, LLC 0.35% Add +29.9% 3,589 $643K
NorthRock Partners, LLC 0.02% Reduce -2.9% 3,579 $641K
Hudson Value Partners, LLC 0.25% Add +44.4% 3,577 $641K
Ameliora Wealth Management Ltd. 0.27% Reduce -48.8% 3,573 $640K
Tenon Financial LLC 0.42% Add +0.4% 3,569 $639K
Ingalls & Snyder LLC 0.03% No change 3,568 $639K
Inspire Advisors, LLC 0.08% Reduce -0.0% 3,556 $637K
Peterson Wealth Advisors, LLC 0.12% Reduce -11.7% 3,532 $633K
Brandywine Oak Private Wealth LLC 0.06% Reduce -2.8% 3,522 $631K
Horizons Wealth Management 0.49% No change 3,519 $630K
Marshall Financial Group Inc. 0.19% Add +0.4% 3,516 $630K
Hedges Asset Management LLC 0.42% No change 3,500 $627K
Menora Mivtachim Holdings LTD. 0.00% Reduce -41.7% 3,500 $627K
Strategic Investment Advisors / MI 0.07% Reduce -6.7% 3,493 $626K
Colton Groome Financial Advisors, LLC 0.23% Add +118.7% 3,492 $626K
Clifford Swan Investment Counsel LLC 0.02% Add +0.1% 3,488 $625K
Grandfield & Dodd, LLC 0.04% Add +42.6% 3,480 $623K
West Bancorporation Inc. 0.41% Add +11.2% 3,468 $621K
Thompson Siegel & Walmsley LLC 0.01% Add +60.0% 3,465 $621K
Stevard, LLC 2.51% Add +0.5% 3,444 $617K
Panoramic Investment Advisors, LLC 0.43% — 3,437 $616K
Live Oak Private Wealth LLC 0.10% Add +6.2% 3,431 $615K
Relyea Zuckerberg Hanson LLC 0.09% Add +0.0% 3,431 $615K
TrinityBridge Ltd 0.02% Add +704.2% 3,426 $614K
Birmingham Capital Management Co. Inc. 0.22% No change 3,420 $613K
Kohmann Bosshard Financial Services, LLC 0.08% No change 3,417 $612K
Nicholson Wealth Management Group, LLC 0.50% — 3,417 $612K
Paulson Wealth Management Inc. 0.16% Add +10.6% 3,408 $611K
Braun Stacey Associates Inc. 0.02% Reduce -1.0% 3,401 $609K
Weaver Consulting Group 0.19% Add +2.8% 3,396 $608K
Berger Financial Group, Inc 0.04% Reduce -1.9% 3,393 $608K
Latko Wealth Management, Ltd. 0.37% — 3,388 $607K
MSH Capital Advisors LLC 0.18% Reduce -17.4% 3,338 $598K
Toth Financial Advisory Corp. 0.07% Add +109.9% 3,337 $598K
Banque Pictet & Cie SA 0.01% No change 3,320 $595K
Caitlin John, LLC 0.38% Add +618.7% 3,234 $594K
Opal Wealth Advisors, LLC 0.19% Reduce -24.2% 3,299 $591K
Schnieders Capital Management LLC 0.11% No change 3,298 $591K
Alterna Wealth Management, Inc. 0.53% New 3,278 $587K
Lee Financial Co 0.08% No change 3,254 $583K
QRG Capital Management, Inc. 0.01% Add +7.3% 3,238 $580K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $577K
Banque Cantonale Vaudoise 0.02% New 3,222 $577K
Orcam Financial Group 0.56% Reduce -49.8% 3,214 $576K
Calton & Associates, Inc. 0.22% Add +12.0% 3,209 $575K
Vista Investment Management 0.22% Add +39.1% 3,193 $572K
Retirement Planning Group, LLC 0.03% Reduce -24.9% 3,182 $570K
Nvest Financial, LLC 0.32% Add +0.3% 3,174 $569K
Balanced Wealth Group LLC 0.25% Reduce -8.1% 3,172 $568K
Certuity, LLC 0.06% Add +32.3% 3,166 $567K
Sterling Financial Planning, Inc. 0.21% Reduce -1.6% 3,165 $567K
Betterment LLC 0.00% Reduce -21.8% 3,165 $567K
Ritholtz Wealth Management 0.02% Add +41.6% 3,162 $566K
HBW Advisory Services LLC 0.08% Reduce -16.2% 3,124 $560K
Edge Wealth Management LLC 0.11% Add +15.7% 3,113 $558K
Horizon Kinetics Asset Management LLC 0.01% Add +1.4% 3,103 $556K
Longview Financial Advisors, Inc. 0.41% Reduce -8.4% 3,093 $554K
Selway Asset Management 0.22% No change 3,088 $553K
Dudley Capital Management, LLC 0.29% No change 3,083 $552K
Institute for Wealth Management, LLC. 0.07% Reduce -0.2% 3,076 $551K
waypoint wealth counsel 0.37% Add +4.1% 3,073 $550K
Maxwell Wealth Strategies Inc. 0.23% Reduce -2.2% 3,076 $550K
Sherrill & Hutchins Financial Advisory, Inc 0.47% Add +0.4% 3,059 $548K
Parkside Financial Bank & Trust 0.08% No change 3,051 $547K
Prosperitas Financial LLC 0.29% New 3,050 $546K
TFB Advisors LLC 0.16% Add +32.8% 3,031 $543K
Investment Partners, LTD. 0.23% No change 3,029 $543K
Greenwich Wealth Management LLC 0.04% Add +8.0% 3,027 $542K
Wealth Dimensions Group, Ltd. 0.14% Add +0.1% 3,015 $540K
Merrion Investment Management Co, LLC 0.35% No change 3,000 $537K
Meridian Wealth Advisors, LLC 0.09% No change 2,999 $537K
Venturi Wealth Management, LLC 0.03% Reduce -0.6% 2,993 $536K
CFS Investment Advisory Services, LLC 0.04% No change 2,978 $534K
MinichMacGregor Wealth Management, LLC 0.11% Add +3.1% 2,978 $534K
Picton Mahoney Asset Management 0.02% Add +18.4% 2,965 $531K
Encompass More Asset Management 0.20% New 2,954 $529K
Pettinga Financial Advisors LLC 0.13% New 2,953 $529K
Foguth Wealth Management, LLC. 0.19% Add +2.0% 2,968 $527K
Independence Bank of Kentucky 0.11% Add +11.6% 2,939 $527K
Fusion Capital, LLC 0.23% Reduce -0.1% 2,938 $526K
Farnam Financial LLC 0.58% — 2,933 $525K
Blueprint Investment Partners LLC 0.10% Add +110.2% 2,932 $525K
Elios Financial Group Inc. 0.24% — 2,926 $524K
True Vision MN LLC 0.31% Add +11.7% 2,924 $524K
Lansing Street Advisors 0.19% Add +0.2% 2,901 $520K
Montz Harcus Wealth Management LLC 0.30% Add +0.4% 2,890 $518K
Zacks Investment Management 0.00% Reduce -8.5% 2,888 $517K
Jmac Enterprises LLC 0.08% Add +4.4% 2,875 $515K
Capital Market Strategies LLC 0.31% Reduce -0.5% 2,873 $515K
Objective Capital Management, LLC 0.30% — 2,871 $514K
Inlet Private Wealth, LLC 0.13% Add +2.3% 2,867 $514K
Fragasso Financial Advisors Inc 0.04% Reduce -0.1% 2,867 $514K
Massachusetts Wealth Management 0.32% Add +38.5% 2,851 $511K
Retirement Planning Co of New England, Inc. 0.25% Add +15.3% 2,851 $511K
Capital Investment Counsel, Inc 0.07% Add +3.0% 2,815 $504K
Intrua Financial, LLC 0.08% Reduce -20.8% 2,813 $504K
Atlantic Union Bankshares Corp 0.03% No change 2,801 $502K
Global Trust Asset Management, LLC 0.18% Add +49.6% 2,773 $497K
Old Mission Capital LLC 0.01% New 2,770 $496K
Silverlake Wealth Management LLC 0.19% Reduce -4.1% 2,760 $494K
American National Bank & Trust 0.06% Add +7.1% 2,757 $494K
Roman Butler Fullerton & Co. 0.15% Reduce -54.9% 2,736 $494K
Mathes Company, Inc. 0.18% Add +93.0% 2,750 $493K
Nicolet Bankshares Inc. 0.10% No change 2,750 $493K
Northwest Bancshares, Inc. 0.08% No change 2,729 $489K
Fairfield, Bush & Co. 0.29% Add +10.5% 2,728 $489K
Roberts Wealth Advisors, LLC 0.16% Reduce -3.5% 2,750 $488K
ABLE Financial Group, LLC 0.15% Add +24.2% 2,706 $485K
Mitchell Sinkler & Starr 0.12% No change 2,706 $485K
49 Wealth Management, LLC 0.08% Reduce -3.9% 2,705 $485K
McGlone Suttner Wealth Management, Inc. 0.10% Reduce -12.1% 2,697 $483K
First County Bank 0.24% No change 2,694 $483K
Avaii Wealth Management, LLC 0.24% Reduce -20.4% 2,685 $481K
Apollon Financial, LLC 0.14% No change 2,684 $481K
Capital Asset Advisory Services LLC 0.02% Reduce -5.2% 2,706 $481K
Merriman Wealth Management, LLC 0.02% No change 2,679 $480K
Donaldson Capital Management, LLC 0.02% Reduce -6.7% 2,677 $480K
Boston Research & Management Inc. 0.11% Add +3.6% 2,675 $479K
Pittenger & Anderson Inc. 0.02% No change 2,666 $478K
Santori & Peters, Inc. 0.19% Add +0.2% 2,651 $475K
Lathrop Investment Management Co. 0.09% Add +18.9% 2,645 $474K
Lakeridge Wealth Management LLC 0.26% Add +0.0% 2,634 $472K
Capital Advisors Inc. 0.01% Add +0.0% 2,628 $471K
Platform Technology Partners 0.15% Add +26.5% 2,628 $471K
J. Goldman & Co LP 0.02% New 2,618 $469K
Melfa Wealth Management, Inc. 0.31% Add +1.8% 2,612 $468K
InTrack Investment Management Inc 0.33% New 2,612 $468K
Indiana Trust & Investment Management Co 0.16% No change 2,596 $465K
Destination Wealth Management 0.01% Add +30.1% 2,596 $465K
WNY Asset Management, LLC 0.05% New 2,578 $462K
Tran Capital Management, L.P. 0.05% No change 2,560 $459K
Empirical Asset Management, LLC 0.16% Reduce -0.1% 82,232 $458K
WR Wealth Planners, LLC 0.13% Reduce -1.9% 2,545 $456K
Founders Capital Management 0.28% Reduce -3.2% 2,543 $456K
Plum Street Advisors, LLC 0.23% Reduce -10.2% 2,541 $455K
Harbour Capital Advisors, LLC 0.10% Add +7.0% 2,536 $453K
Channel Wealth LLC 0.15% Add +49.2% 2,514 $450K
Waycross Investment Management Co 0.41% New 2,513 $450K
Signature Estate & Investment Advisors LLC 0.01% Add +13.8% 2,498 $448K
Wedmont Private Capital 0.03% Add +0.3% 2,524 $447K
Prio Wealth Limited Partnership 0.01% No change 2,493 $447K
Wealth Management Associates, Inc. 0.20% New 2,483 $445K
Fisher Asset Management 0.00% Reduce -71.3% 2,468 $442K
Monograph Wealth Advisors, LLC 0.06% No change 2,465 $442K
JSF Financial, LLC 0.13% Add +0.1% 2,460 $441K
Sfmg, LLC 0.04% Reduce -16.5% 2,453 $439K
Anchor Investment Management, LLC 0.04% No change 2,446 $438K
Smith Thornton Advisors LLC 0.29% No change 2,441 $437K
Advisors Management Group Inc. 0.10% Add +40.0% 2,439 $437K
Howard Bailey Securities, LLC 0.17% — 2,436 $436K
Crewe Advisors LLC 0.05% Reduce -1.8% 2,426 $435K
Emergent Wealth Advisors, LLC 0.32% Reduce -9.7% 2,404 $431K
Old Mission Investment Co LLC 0.13% Reduce -5.2% 2,401 $430K
FinTrust Capital Advisors, LLC 0.07% No change 2,396 $429K
Sheaff Brock Investment Advisors, LLC 0.04% Add +0.3% 2,396 $429K
Colonial River Investments, LLC 0.21% Reduce -5.1% 2,381 $427K
CPC Advisors, LLC 0.06% No change 2,379 $426K
WFA of San Diego, LLC 0.36% No change 2,372 $425K
University of Texas/Texas Am Investment Management Co. 0.07% New 2,364 $424K
Beta Wealth Group, Inc. 0.19% New 2,361 $423K
Mustard Seed Financial, LLC 0.35% No change 2,348 $421K
HT Partners LLC 0.15% Add +0.3% 2,343 $420K
Vigilare Wealth Management 0.17% Reduce -74.3% 2,333 $418K
Drucker Wealth 3.0, LLC 0.10% Reduce -8.1% 2,299 $412K
Carson Advisory Inc. 0.25% Add +0.1% 2,261 $405K
Wellington Wealth Strategies, LLC. 0.31% New 2,286 $403K
Gibbs Wealth Management 0.13% Add +3.6% 2,211 $396K
Brendel Financial Advisors LLC 0.22% No change 2,204 $395K
CFO4Life Group, LLC 0.07% Add +0.4% 2,190 $392K
Penbrook Management LLC 0.25% No change 2,170 $389K
Private Wealth Advisors, LLC 0.16% Add +20.4% 2,181 $389K
D.B. Root & Company, LLC 0.13% Add +32.5% 2,159 $387K
Collective Family Office LLC 0.10% Reduce -0.4% 2,150 $385K
Sharp Wealth Advisory, LLC 0.30% Add +44.2% 2,149 $385K
Schulz Wealth, LTD. 0.30% No change 2,140 $383K
Hengehold Capital Management LLC 0.04% Reduce -23.5% 2,129 $381K
Cresta Advisors, Ltd. 0.20% New 2,128 $381K
Private Capital Management LLC 0.07% No change 2,120 $380K
Smith Chas P & Associates Pa Cpas 0.02% Add +0.6% 2,120 $380K
K.J. Harrison & Partners Inc 0.06% No change 2,105 $380K
Pacific Sun Financial Corp 0.21% No change 2,115 $379K
Atlas Brown,Inc. 0.13% Add +1.4% 2,104 $377K
Cyndeo Wealth Partners, LLC 0.03% Add +52.5% 2,104 $377K
Rehmann Capital Advisory Group 0.02% Reduce -12.6% 2,101 $377K
Assetmark, Inc. 0.00% Add +264.6% 2,089 $374K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -16.5% 2,074 $372K
Beverly Hills Private Wealth, LLC 0.08% Add +46.9% 2,074 $372K
Lodestone Wealth Management LLC 0.19% Reduce -29.9% 2,072 $371K
WPWealth LLP 0.08% No change 2,069 $371K
Ironwood Investment Counsel, LLC 0.06% Add +0.3% 2,057 $369K
Sequent Planning LLC 0.13% Reduce -24.3% 2,052 $368K
YHB Investment Advisors, Inc. 0.03% Reduce -1.0% 2,045 $366K
Prosperity Consulting Group, LLC 0.03% New 2,042 $366K
Embree Financial Group 0.07% Reduce -8.2% 2,037 $365K
BlackDiamond Wealth Management, LLC 0.22% New 1,983 $364K
Trust Co. of Vermont 0.02% Add +6.1% 2,029 $364K
United Advisor Group, LLC 0.08% Add +20.6% 2,023 $362K
Marex Group Ltd 0.01% Reduce -68.3% 2,023 $362K
Pure Portfolios Holdings LLC 0.14% — 2,022 $362K
Bfsg, LLC 0.04% Reduce -28.6% 2,021 $362K
Bank of New Hampshire 0.09% No change 2,019 $362K
Penobscot Wealth Management 0.20% Add +3.7% 2,013 $361K
Brogan Financial, Inc. 0.21% Add +1.6% 2,013 $361K
Gen-Wealth Partners Inc 0.16% No change 2,024 $361K
Tyler-Stone Wealth Management 0.07% Add +21.6% 2,012 $360K
Pps&v Asset Management Consultants, Inc. 0.25% No change 2,009 $360K
Essential Planning, LLC. 0.15% No change 2,000 $358K
Asio Capital, LLC 0.07% No change 2,000 $358K
Pin Oak Investment Advisors Inc. 0.33% Add +0.3% 2,001 $358K
R. W. Roge & Company, Inc. 0.19% Reduce -41.4% 1,995 $357K
Keudell/Morrison Wealth Management 0.10% Add +22.6% 1,981 $355K
Higgins & Schmidt Wealth Strategies LLC 0.23% Add +1.4% 1,979 $355K
Integris Wealth Management, LLC 0.10% Add +4.0% 1,975 $354K
Fulton Bank, N.A. 0.01% Reduce -22.0% 1,972 $353K
Advisory Alpha, LLC 0.01% Add +44.8% 1,968 $353K
Pinnacle Bancorp, Inc. 0.09% Add +4.3% 1,968 $353K
Manhattan West Asset Management, LLC 0.09% Reduce -9.9% 1,968 $353K
Sonora Investment Management Group, LLC 0.03% New 1,964 $352K
Stone House Investment Management, LLC 0.07% Reduce -91.8% 1,962 $352K
Westbourne Investment Advisors, Inc. 0.12% Add +0.3% 1,942 $348K
Main Street Group, LTD 0.15% Reduce -5.7% 1,940 $348K
Capital Advisors Wealth Management, LLC 0.06% Add +53.6% 1,932 $346K
Long Run Wealth Advisors, LLC 0.08% No change 1,929 $346K
NBT Bank, N.A. 0.02% No change 1,926 $345K
Abbot Financial Management, Inc. 0.17% New 1,925 $345K
Capital Wealth Alliance, LLC 0.20% Reduce -20.8% 1,920 $344K
Prosperity Wealth Management, Inc. 0.14% Reduce -33.0% 1,917 $343K
Hills Bank & Trust Co 0.03% Add +5.0% 1,912 $343K
Oxford Financial Group, LTD. LLC 0.02% No change 1,891 $339K
Peoples Financial Services Corp. 0.15% Add +582.5% 1,870 $335K
IronBridge Private Wealth, LLC 0.12% New 1,844 $330K
Aft, Forsyth & Company, Inc. 0.16% Add +0.2% 1,841 $330K
Financial Partners Group, LLC 0.12% Reduce -3.7% 1,833 $328K
Legacy Advisors, LLC 0.04% No change 1,832 $328K
Vantage Financial Partners, LLC 0.08% Reduce -0.3% 1,830 $328K
Mogy Joel R Investment Counsel Inc. 0.02% No change 1,830 $328K
IFG Advisors, LLC 0.07% New 1,829 $328K
Harrell Investment Partners, LLC 0.09% Add +34.4% 1,825 $327K
TBH Global Asset Management, LLC 0.07% Add +7.2% 1,823 $327K
Zimmermann Investment Management & Planning LLC 0.10% Add +3.4% 1,819 $326K
Tyche Wealth Partners LLC 0.07% Add +0.1% 1,813 $325K
Beaumont Financial Advisors, LLC 0.03% Add +7.3% 1,808 $324K
Alan B Lancz & Associates, Inc. 0.30% New 1,800 $322K
Savvy Advisors, Inc. 0.07% Add +12.5% 1,800 $322K
CAP Partners, LLC 0.24% Reduce -2.1% 1,793 $321K
High Falls Advisors, Inc 0.07% Add +31.8% 1,781 $319K
Ellis Investment Partners, LLC 0.06% Add +6.2% 1,781 $319K
Soltis Investment Advisors LLC 0.03% No change 1,776 $318K
Bedel Financial Consulting, Inc. 0.04% Add +0.4% 1,773 $318K
Florida Financial Advisors, LLC 0.16% Add +15.3% 1,769 $317K
Castle Rock Wealth Management, LLC 0.08% Reduce -71.5% 1,782 $317K
Iams Wealth Management, LLC 0.16% New 1,764 $316K
Culbertson A N & Co. Inc. 0.05% New 1,752 $314K
Kirr Marbach & Co. LLC 0.07% No change 1,750 $314K
Austin Wealth Management, LLC 0.07% Add +20.4% 1,760 $312K
River Wealth Advisors LLC 0.04% New 1,732 $310K
Pinkerton Wealth, LLC 0.05% No change 1,731 $310K
Zhang Financial LLC 0.02% Reduce -31.8% 1,726 $309K
Plotkin Financial Advisors, LLC 0.18% Add +6.5% 1,720 $308K
Empower Advisory Group, LLC 0.00% Reduce -19.0% 1,715 $307K
First Financial Bankshares Inc 0.01% New 1,710 $306K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -41.9% 1,704 $305K
Tortoise Investment Management, LLC 0.03% No change 1,700 $305K
Flagship Harbor Advisors, LLC 0.02% Reduce -5.1% 1,697 $304K
KMG Fiduciary Partners, LLC 0.03% No change 1,687 $302K
Chesapeake Wealth Management 0.10% Reduce -2.9% 1,682 $301K
Briaud Financial Planning Inc 0.15% New 1,676 $300K
SignalPoint Asset Management, LLC 0.07% Reduce -3.5% 1,674 $300K
Sugar Maple Asset Management, LLC 0.26% New 1,665 $298K
Appleton Partners Inc. 0.02% No change 1,660 $297K
Etfidea, LLC 0.09% Reduce -11.7% 1,657 $297K
Elgethun Capital Management 0.07% New 1,652 $296K
Boston Standard Wealth Management, LLC 0.06% Add +34.9% 1,648 $295K
Atticus Wealth Management, LLC 0.09% Add +0.3% 1,646 $295K
JFG Wealth Management, LLC 0.08% New 1,644 $295K
JB Capital LLC 0.02% New 1,632 $292K
GEM Asset Management, LLC 0.17% Reduce -2.5% 1,644 $291K
Paragon Capital Management Ltd 0.06% Add +15.5% 1,624 $291K
Heritage Wealth Management, Inc. 0.10% New 1,622 $291K
Johnson Financial Group, Inc. 0.01% Reduce -28.8% 1,622 $291K
Clear Point Advisors Inc. 0.22% Reduce -22.2% 1,606 $288K
America First Investment Advisors, LLC 0.06% Reduce -38.6% 1,601 $287K
Sage Mountain Advisors LLC 0.02% No change 1,597 $286K
IAM Advisory, LLC 0.07% New 1,596 $286K
Clare Market Investments LLC 0.07% Add +8.6% 1,591 $285K
Russell Investments Group, Ltd. 0.00% Add +1172.0% 1,590 $285K
Safeguard Financial, LLC 0.07% New 1,588 $285K
Crestwood Advisors Group, LLC 0.01% Reduce -38.2% 1,582 $284K
Trinity Wealth Management, LLC 0.13% Add +0.8% 1,576 $282K
Morris Financial Concepts, Inc. 0.12% New 1,563 $280K
Traphagen Investment Advisors LLC 0.03% Reduce -16.6% 1,563 $280K
Lodestar Private Asset Management LLC 0.04% Add +8.5% 1,561 $280K
Fielder Capital Group LLC 0.09% New 1,555 $279K
Bar Harbor Wealth Management 0.02% No change 1,555 $279K
Leslie Global Wealth, LLC 0.14% New 1,553 $278K
Executive Wealth Management, LLC 0.02% Reduce -9.8% 1,550 $278K
Bridge Creek Capital Management LLC 0.08% Add +2.3% 1,550 $278K
ARS Wealth Advisors Group, LLC 0.03% No change 1,545 $277K
Promethium Advisors,llc 0.20% — 1,542 $276K
Commonwealth Retirement Investments LLC 0.12% New 1,538 $276K
Madden Advisory Services, Inc. 0.13% New 1,536 $275K
Sage Capital Advisors,llc 0.07% Add +5.5% 1,533 $275K
Washington Trust Advisors, Inc. 0.02% No change 1,527 $274K
Kanawha Capital Management LLC 0.02% No change 1,518 $272K
Turtle Creek Wealth Advisors, LLC 0.05% Add +8.8% 1,515 $271K
Mad River Investors 0.15% Reduce -7.3% 1,508 $270K
Warwick Investment Management, Inc. 0.06% No change 1,507 $270K
GAMMA Investing LLC 0.03% No change 1,501 $269K
Chilton Investment Co. Inc. 0.01% No change 1,500 $269K
Monument Group Wealth Advisors, LLC 0.16% Add +0.3% 1,499 $269K
BIP Wealth, LLC 0.02% Add +5.9% 1,498 $268K
Thompson Davis & Co., Inc. 0.20% No change 1,491 $267K
Integrated Investment Consultants, LLC 0.06% Add +0.1% 1,490 $267K
Ascentis Wealth Management, LLC 0.10% — 1,483 $266K
Welch & Forbes LLC 0.00% Add +0.5% 1,479 $265K
MMBG Investment Advisors Co. 0.03% New 1,474 $264K
PGIM Custom Harvest LLC 0.01% New 1,456 $261K
Atlas Capital Advisors Inc. 0.04% Add +47.1% 1,452 $260K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -7.9% 1,450 $260K
Kathleen S. Wright Associates Inc. 0.11% No change 1,442 $258K
Adero Partners, LLC 0.02% No change 1,440 $258K
Quotient Wealth Partners, LLC 0.01% New 1,440 $258K
Granite Group Advisors, LLC 0.16% No change 1,430 $256K
Archvest Wealth Advisors, Inc. 0.16% No change 1,422 $255K
Clarity Financial LLC 0.03% Reduce -0.1% 1,422 $255K
Coldstream Capital Management Inc. 0.01% No change 1,419 $254K
Verus Capital Partners, LLC 0.02% Reduce -2.1% 1,412 $253K
Accurate Wealth Management, LLC 0.05% Reduce -4.2% 1,400 $253K
Formidable Asset Management, LLC 0.04% Reduce -50.4% 1,403 $251K
Motiv8 Investments LLC 0.17% Reduce -6.0% 1,401 $251K
Acropolis Investment Management, LLC 0.01% No change 1,401 $251K
Calamos Wealth Management LLC 0.01% No change 1,400 $251K
Windsor Advisory Group, LLC 0.28% New 1,396 $250K
Hubbell Strickland Wealth Management, LLC 0.12% Add +0.4% 1,394 $250K
Mayfair Advisory Group, LLC 0.16% Add +3.2% 1,395 $249K
Fairscale Capital, LLC 0.22% Reduce -36.5% 1,390 $249K
CPA Asset Management Group, LLC 0.12% Add +4.7% 1,386 $248K
TCI Wealth Advisors, Inc. 0.02% New 1,385 $248K
Meritage Portfolio Management 0.02% Add +0.1% 1,375 $246K
Millennium Capital Advisors, LLC 0.16% Add +10.7% 1,367 $245K
Great Lakes Advisors, LLC 0.00% Reduce -0.1% 1,365 $245K
Acorn Financial Advisory Services Inc. 0.04% Reduce -0.3% 1,352 $242K
SFG Wealth Management, LLC. 0.13% Add +9.3% 1,351 $242K
Arq Wealth Advisors, LLC 0.09% No change 1,371 $241K
Penobscot Investment Management Company, Inc. 0.02% New 1,345 $241K
Southland Equity Partners LLC 0.06% Reduce -23.4% 1,339 $240K
Jim Saulnier & Associates, LLC 0.23% — 1,337 $240K
Spectrum Financial Alliance Ltd LLC 0.09% New 1,337 $240K
Chevy Chase Trust Holdings, LLC 0.00% New 1,327 $238K
First Command Advisory Services, Inc. 0.00% Reduce -2.1% 1,325 $237K
LFA - Lugano Financial Advisors SA 0.16% New 1,323 $237K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.2% 1,113 $236K
Fogel Capital Management, Inc. 0.12% No change 1,319 $236K
Webster Bank, N. A. 0.03% No change 1,316 $236K
Cascade Investment Advisors, Inc. 0.15% New 1,314 $235K
Councilor Wealth, LLC 0.12% New 1,313 $235K
Fermata Advisors, LLC 0.05% New 1,309 $234K
Bricktown Capital, LLC 0.04% No change 1,308 $234K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,308 $234K
MRP Capital Investments, LLC 0.22% No change 1,300 $233K
Mechanics Bank Trust Department 0.03% No change 1,300 $233K
Bank of Hawaii 0.01% No change 1,299 $233K
Cooper Financial Group 0.03% New 1,298 $233K
Hudock, Inc. 0.04% Add +0.4% 1,290 $231K
Index Fund Advisors, Inc. 0.01% No change 1,290 $231K
Westside Investment Management, Inc. 0.05% Add +157.2% 1,286 $230K
Stewardship Advisors, LLC 0.07% New 1,286 $230K
Loudon Investment Management, LLC 0.13% New 1,285 $230K
Concorde Asset Management, LLC 0.13% Reduce -5.5% 1,278 $229K
Harbor Group, Inc. 0.05% Add +0.4% 1,275 $228K
Bogart Wealth, LLC 0.01% Add +48.1% 1,274 $228K
Kellett Wealth Advisors, LLC 0.16% Reduce -39.9% 1,273 $228K
Missouri Trust & Investment Co 0.08% Add +220.4% 1,272 $228K
Kelleher Financial Advisors 0.09% No change 1,267 $227K
RAM Investment Partners, LLC 0.06% No change 1,265 $227K
Saxon Interests, Inc. 0.10% New 1,264 $226K
Sargent Investment Group, LLC 0.04% No change 1,260 $226K
Mission Wealth Management, LP 0.01% New 1,253 $224K
Sound Income Strategies, LLC 0.01% Reduce -60.8% 1,250 $224K
LPF Advisors LLC 0.19% No change 1,249 $224K
Aveo Capital Partners, LLC 0.02% New 1,230 $220K
Semmax Financial Advisors Inc. 0.06% No change 1,187 $218K
HUB Investment Partners, LLC 0.01% New 1,202 $215K
Steigerwald, Gordon & Koch Inc. 0.02% New 1,200 $215K
Hayek Kallen Investment Management 0.08% New 1,200 $215K
Element Wealth, LLC 0.11% No change 1,200 $215K
Lake Street Advisors Group, LLC 0.01% Reduce -36.5% 1,198 $215K
Retirement Capital Strategies 0.08% New 1,198 $215K
McDonald Capital Investors Inc. 0.01% New 1,195 $214K
LWM Advisory Services, LLC 0.16% New 1,190 $213K
Beese Fulmer Investment Management, Inc. 0.02% New 1,188 $213K
Canvas Wealth Advisors, LLC 0.06% New 1,179 $211K
Earned Wealth Advisors, LLC 0.06% New 1,174 $210K
Sound View Wealth Advisors Group, LLC 0.02% New 1,170 $210K
Duncker Streett & Co. Inc. 0.04% New 1,164 $209K
Pure Financial Advisors, LLC 0.01% New 1,160 $208K
Guidance Point Advisors, LLC 0.06% New 1,150 $206K
Colonial Trust Co / SC 0.03% New 1,151 $206K
Tanglewood Wealth Management, Inc. 0.02% New 1,145 $205K
BLB&B Advisors, LLC 0.01% New 1,140 $204K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,139 $204K
Fourpath Capital Management, LLC 0.04% Reduce -57.5% 1,137 $204K
Parkside Advisors LLC 0.05% New 1,128 $202K
Clarus Group, Inc. 0.09% New 1,125 $202K
Mystic Asset Management, Inc. 0.08% New 1,125 $202K
Lynx Investment Advisory 0.14% Add +10.2% 1,118 $200K
Optiver Holding B.V. 0.00% New 1,031 $185K
Hantz Financial Services, Inc. 0.00% Add +17.1% 995 $178K
Balentine LLC 0.01% Reduce -5.3% 985 $176K
S.A. Mason LLC 0.09% New 975 $175K
PSI Advisors, LLC 0.05% Reduce -1.7% 971 $174K
TruNorth Capital Management, LLC 0.05% No change 967 $173K
Legend Financial Advisors, Inc. 0.11% Reduce -5.7% 927 $166K
Exchange Traded Concepts, LLC 0.00% New 912 $163K
NFSG Corp 0.06% Add +7.4% 911 $163K
Future Financial Wealth Managment LLC 0.11% New 880 $158K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +0.5% 868 $156K
Denver PWM, LLC 0.06% Reduce -5.2% 869 $156K
Oakworth Capital, Inc. 0.01% No change 840 $150K
Raleigh Capital Management Inc. 0.06% Reduce -58.8% 839 $150K
GS Investments, Inc. 0.07% No change 838 $150K
Family Asset Management, LLC 0.08% Reduce -17.5% 735 $132K
CVA Family Office, LLC 0.02% No change 715 $128K
Painted Porch Advisors LLC 0.06% Reduce -3.8% 713 $128K
M&R Capital Management Inc. 0.03% Add +44.5% 685 $123K
Morgan Dempsey Capital Management LLC 0.04% New 654 $117K
Provenance Wealth Advisors, LLC 0.01% Add +1251.1% 635 $114K
City State Bank 0.04% No change 629 $113K
Red Tortoise LLC 0.06% No change 625 $112K
Baldwin Wealth Partners LLC 0.01% Reduce -3.9% 615 $110K
Fortitude Family Office, LLC 0.04% New 614 $110K
Hazlett, Burt & Watson, Inc. 0.05% Add +0.2% 563 $101K
Cutler Capital Management, LLC 0.04% New 560 $100K
Blue Trust, Inc. 0.00% Add +39.6% 610 $100K
St Germain D J Co. Inc. 0.00% No change 555 $99K
Wolff Wiese Magana LLC 0.07% No change 541 $97K
Addison Advisors LLC 0.03% No change 510 $91K
Wellington Shields & Co., LLC 0.03% Add +0.2% 505 $90K
Legacies Wealth LLC 0.07% No change 500 $90K
Continuum Advisory, LLC 0.01% Reduce -8.6% 489 $89K
Versant Capital Management, Inc 0.02% No change 490 $88K
LRI Investments, LLC 0.01% No change 475 $87K
Financial Connections Group, Inc. 0.04% No change 484 $86K
AlphaMark Advisors, LLC 0.03% Add +8.9% 476 $85K
Providence Capital Advisors, LLC 0.02% No change 456 $82K
Clearstead Trust, LLC 0.02% Add +127.0% 454 $81K
Perritt Capital Management Inc 0.04% Add +0.4% 453 $81K
Piscataqua Savings Bank 0.07% Add +405.8% 440 $79K
GPS Wealth Strategies Group, LLC 0.01% Add +0.5% 432 $77K
Key Financial Inc 0.02% Add +43.5% 429 $77K
Breakwater Investment Management 0.03% No change 426 $76K
Aspire Private Capital, LLC 0.02% Reduce -5.5% 414 $74K
Morling Financial Advisors, LLC 0.03% No change 409 $73K
Global Wealth Strategies & Associates 0.02% Add +1745.5% 406 $73K
Smartleaf Asset Management LLC 0.01% Add +5114.3% 365 $65K
Pension & Wealth Management Advisors, Inc. 0.03% Add +166.9% 363 $65K
Bartlett & Co. Wealth Management LLC 0.00% Add +4.6% 363 $65K
Glass Jacobson Investment Advisors llc 0.02% Add +2.0% 350 $63K
Tidemark, LLC 0.02% No change 328 $59K
Peterson Financial Group, Inc. 0.23% New 328 $59K
Armstrong Advisory Group, Inc. 0.00% No change 326 $58K
SOA Wealth Advisors, LLC. 0.01% No change 303 $54K
Guardian Wealth Management, Inc. 0.04% No change 293 $52K
Talon Private Wealth, LLC 0.01% — 278 $50K
Core Alternative Capital 0.01% No change 275 $49K
Hobbs Group Advisors, LLC 0.02% No change 263 $47K
Cassady Schiller Wealth Management, LLC 0.02% No change 258 $46K
MCF Advisors LLC 0.00% No change 250 $45K
PrairieView Partners, LLC 0.00% No change 250 $44K
Silicon Valley Capital Partners 0.01% Add +0.4% 243 $44K
Goodman Advisory Group, LLC 0.01% No change 237 $42K
VitalStone Financial, LLC 0.03% Add +46.0% 235 $42K
Wagner Wealth Management, LLC 0.01% Add +0.4% 229 $41K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +6.5% 213 $38K
Operose Advisors LLC 0.01% Add +69.6% 212 $38K
Quantbot Technologies LP 0.00% New 211 $38K
Chilton Capital Management LLC 0.00% New 210 $38K
Lindbrook Capital, LLC 0.00% No change 208 $37K
Marquette Asset Management, LLC 0.01% No change 207 $37K
Fairman Group, LLC 0.03% Add +3.0% 206 $37K
Studio Investment Management LLC 0.01% Add +54.6% 201 $36K
DHJJ Financial Advisors, Ltd. 0.01% No change 193 $35K
Creekmur Asset Management LLC 0.01% Reduce -2.1% 190 $34K
Horizon Financial Services, LLC 0.02% New 188 $34K
Financial Perspectives, Inc 0.01% No change 185 $33K
Riggs Asset Managment Co. Inc. 0.01% Add +146.7% 185 $33K
Citizens National Bank Trust Department 0.01% No change 185 $33K
Bristlecone Advisors, LLC 0.00% New 182 $33K
Ransom Advisory, Ltd 0.01% No change 172 $31K
Planned Solutions, Inc. 0.01% New 166 $30K
Y.D. More Investments Ltd 0.00% No change 165 $30K
Howe & Rusling Inc. 0.00% Reduce -36.7% 164 $29K
Truvestments Capital LLC 0.01% New 164 $29K
GHP Investment Advisors, Inc. 0.00% Add +79.1% 163 $29K
Caldwell Sutter Capital, Inc. 0.01% No change 161 $29K
Richardson Financial Services Inc. 0.02% Add +100.0% 166 $29K
Eastern Bank 0.00% New 154 $28K
Ogorek Anthony Joseph /NY/ 0.01% No change 153 $27K
Front Row Advisors LLC 0.01% No change 150 $27K
Princeton Global Asset Management LLC 0.01% No change 146 $26K
Hanson & Doremus Investment Management 0.00% No change 145 $26K
Birchbrook, Inc. 0.01% No change 139 $25K
Solstein Capital, LLC 0.01% Add +0.7% 136 $24K
Pineridge Advisors LLC 0.01% No change 133 $24K
IAG Wealth Partners, LLC 0.00% Reduce -2.3% 130 $23K
Clear Investment Research, LLC 0.03% Reduce -43.2% 125 $22K
Ashton Thomas Securities, LLC 0.00% New 124 $22K
NWK Group, Inc. 0.01% New 123 $22K
Nemes Rush Group LLC 0.00% Reduce -0.9% 110 $19K
Financial Gravity Companies, Inc. 0.00% — 101 $18K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 98 $18K
Legacy Investment Solutions, LLC 0.01% — 93 $17K
Legacy Wealth Managment, LLC 0.01% — 93 $17K
Hemington Wealth Management 0.00% New 100 $17K
Laurel Wealth Advisors LLC 0.00% Reduce -1.1% 91 $16K
Concord Wealth Partners 0.00% New 89 $16K
Iron Horse Wealth Management, LLC 0.01% No change 88 $16K
Financial Network Wealth Advisors LLC 0.01% Add +608.3% 85 $15K
Avion Wealth 0.00% No change 85 $15K
Pacific Center for Financial Services 0.00% No change 79 $14K
Robinswood Financial LLC 0.01% New 77 $14K
Kennebec Savings Bank 0.01% — 73 $13K
Van Eck Associates Corp. 0.00% New 74 $13K
Broadwater Capital Management LLC 0.01% No change 71 $13K
Davis Capital Management 0.01% No change 70 $13K
Anfield Capital Management, LLC 0.00% New 69 $12K
Horrell Capital Management, Inc. 0.00% No change 63 $11K
SJS Investment Consulting Inc. 0.00% No change 56 $10K
Coston, McIsaac & Partners 0.00% No change 56 $10K
Prestige Wealth Management Group LLC 0.00% No change 55 $10K
Aspire Wealth Management Corp 0.01% No change 55 $10K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.6% 49 $9K
Cornerstone National Bank & Trust Co 0.00% New 45 $8K
FWL Investment Management, LLC 0.00% Reduce -56.7% 45 $8K
Sittner & Nelson, LLC 0.00% Reduce -46.3% 44 $8K
Safe Harbor Fiduciary, LLC 0.01% — 43 $8K
Center for Financial Planning, Inc. 0.00% Add +2.4% 43 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 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
Lowe Wealth Advisors, LLC 0.00% No change 35 $6K
Mascoma Wealth Management LLC 0.00% New 35 $6K
Armor Investment Advisors, LLC 0.00% No change 30 $5K
Rakuten Securities, Inc. 0.00% New 29 $5K
Bay Harbor Wealth Management, LLC 0.00% Reduce -12.1% 29 $5K
Valued Wealth Advisors LLC 0.00% Reduce -7.4% 25 $4K
Transcendent Capital Group LLC 0.00% No change 22 $4K
Kozak & Associates, Inc. 0.00% No change 20 $4K
Spectrum Wealth Counsel, LLC 0.00% New 20 $4K
Hilltop National Bank 0.00% No change 20 $4K
ORG Partners LLC 0.00% Reduce -99.0% 15 $3K
Northwest Capital Management Inc 0.00% No change 12 $2K
Hexagon Capital Partners LLC 0.00% No change 9 $2K
Resources Management Corp. /CT/ 0.00% No change 5 $1K
Sachetta, LLC 0.00% New 4 $720
First Personal Financial Services 0.00% No change 4 $717
SYM FINANCIAL Corp 0.00% Reduce -99.7% 2 $360
Covestor Ltd 0.00% No change 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.