Invesco S&P 500 Equal WeightRSPETF

13F holders, Q4 2024 (December 31)
1,915holders +217
164new positions
96sold out
10famous investors
$174.05avg. 13F price*

At the end of Q4 2024, 1,915 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 217 from Q3 2024. 164 opened new positions and 96 sold out. The largest holders were Morgan Stanley ($5.0B), Northwestern Mutual Wealth Management Co. ($4.1B) and Bank of America Corp. ($3.8B). 10 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), David Einhorn (0.2% of Greenlight Capital (DME Capital Management)'s portfolio) and George Soros (0.2% of Soros Fund Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions164$2.7B
Exits96$414.2M

All 13F filers, Q3 2024 → Q4 2024: 42,441,147 shares bought and 9,787,446 shares sold, net +32,653,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,915 holders

Morgan Stanley 0.35% Add +5.8% 28,781,298 $5.0B
Northwestern Mutual Wealth Management Co. 3.42% Add +3.6% 23,157,086 $4.1B
Bank of America Corp. 0.35% Add +13.1% 21,650,863 $3.8B
Invesco Ltd. 0.32% Add +30.6% 9,993,434 $1.8B
Texas Permanent School Fund Corp. 83.91% Add +318.5% 8,162,449 $1.4B
Goldman Sachs Group Inc. 0.24% Reduce -6.7% 7,266,859 $1.3B
Wells Fargo & Company 0.28% Add +0.6% 6,570,717 $1.2B
UBS Group AG 0.26% Add +4.7% 6,566,502 $1.2B
Truist Financial Corp. 1.26% Reduce -11.9% 4,566,845 $800.2M
LPL Financial LLC 0.31% Add +6.7% 4,366,543 $765.1M
Temasek Holdings (Private) Ltd 2.86% New 4,113,052 $720.7M
JPMorgan Chase & Co. 0.06% Reduce -2.7% 3,987,898 $698.8M
Keybank National Association 2.65% Add +2.5% 3,936,591 $689.8M
Raymond James Financial Inc. 0.25% — 3,822,113 $669.7M
Cresset Asset Management, LLC 3.15% Add +4.4% 3,729,867 $653.6M
Ameriprise Financial Inc. 0.17% Add +4.0% 3,658,898 $642.7M
Caisse de depot et placement du Quebec 1.29% New 3,543,200 $620.9M
Royal Bank of Canada 0.11% Add +9.3% 2,837,291 $497.2M
Envestnet Asset Management Inc. 0.14% Reduce -3.9% 2,404,396 $421.3M
Employees Retirement System of Texas 3.61% No change 2,056,072 $360.3M
Healthcare of Ontario Pension Plan Trust Fund 0.68% Reduce -26.2% 1,800,000 $315.4M
Citigroup Inc. 0.30% Reduce -15.4% 1,761,128 $308.6M
Bank of New York Mellon Corp 0.05% Add +0.5% 1,560,883 $273.5M
Cercano Management LLC 6.55% Reduce -7.4% 1,466,904 $257.0M
HighTower Advisors, LLC 0.34% Add +7.8% 1,428,038 $250.2M
Bracebridge Capital, LLC 25.11% New 1,426,700 $250.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.51% Add +312.2% 1,384,889 $242.7M
Junto Capital Management LP 4.81% New 1,376,923 $241.3M
LBMC Investment Advisors, LLC 18.54% Add +0.3% 1,342,693 $235.3M
Commonwealth Equity Services, LLC 0.33% Add +3.3% 1,276,437 $223.7M
BNP Paribas Financial Markets 0.17% Reduce -24.1% 1,219,362 $213.7M
Focus Partners Wealth 0.55% Add +68.0% 1,210,979 $212.2M
Cerity Partners LLC 0.46% Add +34.8% 1,201,016 $210.5M
TD Asset Management Inc 0.18% Add +48.2% 1,151,369 $201.8M
Rockefeller Capital Management L.P. 0.52% Add +27.0% 1,137,106 $199.3M
Osaic Holdings, Inc. 0.40% Reduce -9.5% 1,012,375 $177.4M
Stifel Financial Corp. 0.18% Add +2.6% 984,593 $172.5M
Citadel Advisors 0.16% Add +943.2% 980,429 $171.8M
Ally Financial Inc. 20.73% Add +72.0% 970,000 $170.0M
Horizon Investments, LLC 4.82% Add +8.6% 959,525 $168.1M
Sei Investments Co. 0.21% Reduce -2.3% 943,910 $165.4M
Kestra Advisory Services, LLC 0.80% Add +1.9% 826,909 $144.9M
Summit Trail Advisors, LLC 5.30% Add +11.2% 819,821 $143.7M
Gemsstock Ltd. 27.61% New 761,300 $133.4M
Brown Advisory Inc. 0.16% Add +24.2% 740,616 $129.8M
Cetera Investment Advisers 0.26% Add +32.2% 707,158 $123.9M
US Bancorp \de 0.16% Reduce -9.4% 697,937 $122.3M
Rock Creek Group LLC 12.84% Add +114.2% 675,041 $122.0M
Cambridge Investment Research Advisors, Inc. 0.40% Add +2.9% 676,391 $118.5M
CW Advisors, LLC 1.62% Add +0.8% 673,041 $117.9M
Meitav Investment House Ltd. 1.98% Add +23.5% 669,789 $117.3M
Valeo Financial Advisors, LLC 3.21% Reduce -5.1% 655,500 $114.9M
Janney Montgomery Scott LLC 0.30% Reduce -3.6% 625,308 $109.6M
Wealth Enhancement Advisory Services, LLC 0.21% Add +17.9% 612,351 $107.3M
Fiduciary Trust Co 1.38% Reduce -12.8% 596,233 $104.5M
Members Trust Co 3.60% Add +1.0% 595,830 $104.4M
Barclays PLC 0.05% Reduce -10.3% 582,601 $102.1M
Private Advisor Group, LLC 0.57% Add +2.3% 579,484 $101.5M
Csenge Advisory Group 5.48% Add +1.3% 575,881 $100.9M
Waverly Advisors, LLC 1.54% Add +7.7% 569,742 $99.8M
Moment Partners, LLC 17.77% — 532,329 $93.3M
Banco Santander, S.A. 1.12% Add +13.7% 531,428 $93.1M
Glenmede Trust Co. NA 0.47% Reduce -5.8% 528,667 $92.6M
MAI Capital Management 0.67% Add +15.2% 510,602 $89.5M
Endurance Services Ltd 14.90% No change 507,500 $88.9M
Synovus Financial Corp. 1.12% Add +0.9% 503,258 $88.2M
Bank of Nova Scotia 0.15% New 500,000 $87.6M
Jane Street Group, LLC 0.14% Add +69.6% 499,181 $87.5M
First Manhattan Co. Llc. 0.25% Add +2.7% 489,234 $85.7M
Vanderbilt University 15.77% Add +0.3% 459,139 $80.5M
Aptus Capital Advisors, LLC 0.95% Add +24.0% 455,912 $79.9M
NorthCoast Asset Management LLC 0.39% Add +17.5% 454,268 $79.6M
CENTRAL TRUST Co 1.85% Reduce -1.9% 431,966 $75.7M
SPC Financial, Inc. 6.52% Add +1.8% 426,546 $74.7M
Sand Hill Global Advisors, LLC 3.07% New 414,311 $72.6M
MML Investors Services, LLC 0.25% Add +21.1% 407,747 $71.4M
Stratos Wealth Partners, LTD. 1.01% Add +0.9% 401,975 $70.4M
Dakota Wealth Management 1.62% Add +12.0% 400,794 $70.2M
Bank Julius Baer & Co. Ltd, Zurich 0.22% Add +32458.1% 362,372 $70.1M
Chai Trust Co. LLC 3.62% Add +0.6% 1,865,494 $69.8M
PNC Financial Services Group, Inc. 0.05% Reduce -12.2% 397,203 $69.6M
First Interstate Bank 4.17% Add +3.5% 392,824 $68.8M
Penserra Capital Management LLC 1.21% Reduce -22.3% 377,709 $66.2M
Permanens Capital L.P. 12.57% Add +52.6% 375,655 $65.8M
Consolidated Investment Group LLC 9.06% Add +11.2% 368,800 $64.6M
Blair William & Co. 0.19% Add +35.6% 367,092 $64.3M
Venture Visionary Partners LLC 2.72% Add +2.4% 366,229 $64.2M
Mariner, LLC 0.11% Add +7.8% 362,519 $63.5M
Clearstead Advisors, LLC 0.96% Add +213.2% 359,205 $62.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9.49% Reduce -0.4% 358,259 $62.8M
Berkshire Money Management, Inc. 6.76% Add +2.6% 354,986 $62.2M
Choreo, LLC 0.89% Reduce -0.5% 354,649 $62.1M
Turim 21 Investimentos Ltda. 15.72% Reduce -8.6% 332,955 $60.3M
Spider Management Company, LLC 24.92% No change 343,186 $60.1M
Total Investment Management Inc. 8.41% Reduce -15.9% 342,125 $60.0M
Mercer Global Advisors Inc. 0.14% Add +55.7% 337,991 $59.2M
Baltimore-Washington Financial Advisors, Inc. 3.08% Reduce -0.8% 337,510 $59.1M
Manchester Financial Inc. 12.75% Reduce -3.5% 332,526 $58.3M
Exencial Wealth Advisors, LLC 2.12% Add +61.8% 328,519 $57.6M
Southern Farm Bureau Life Insurance 8.17% No change 328,428 $57.5M
National Bank of Canada 0.07% Reduce -16.1% 322,147 $56.5M
TRUE Private Wealth Advisors 6.73% Reduce -0.1% 316,446 $55.5M
Equitable Holdings, Inc. 0.52% Reduce -18.2% 309,489 $54.2M
Comerica Bank 0.21% Add +23.8% 303,385 $53.2M
Heck Capital Advisors, LLC 6.03% Add +4.8% 300,105 $52.6M
Atlas Private Wealth Advisors 7.27% Reduce -2.9% 292,368 $51.2M
Point72 Asset Management 0.14% New 283,000 $49.6M
Wharton Business Group, LLC 2.24% Add +1.5% 282,853 $49.6M
Vestcor Inc 1.62% No change 278,900 $48.9M
Requisite Capital Management, LLC 9.70% Reduce -5.0% 270,876 $47.5M
Sanctuary Advisors, LLC 0.30% Add +2.9% 256,652 $46.9M
CIBC Private Wealth Group LLC 0.09% Add +20.7% 266,749 $46.9M
CBIZ Investment Advisory Services, LLC 2.33% Reduce -0.1% 266,614 $46.7M
McAdam, LLC 2.55% Add +1.5% 266,225 $46.7M
NewEdge Advisors, LLC 0.27% Reduce -4.3% 257,869 $45.2M
New Harbor Financial Group, LLC 13.46% New 257,411 $45.1M
Fiduciary Family Office, LLC 13.46% New 257,411 $45.1M
Steward Partners Investment Advisory, LLC 0.39% Add +44.5% 253,746 $44.5M
HSBC Holdings PLC 0.03% Reduce -0.3% 253,120 $44.3M
Brookstone Capital Management 0.61% Add +16.4% 240,485 $42.1M
Arvest Investments, Inc. 6.69% Reduce -1.6% 238,787 $41.8M
Bank of Montreal 0.02% Add +18.3% 236,314 $41.4M
First Western Trust Bank 1.91% Add +39.4% 235,638 $41.3M
Naman Capital Ltda 24.43% Add +82.5% 233,316 $40.9M
J.Safra Asset Management Corp 3.26% Add +5.3% 229,372 $40.1M
Polar Asset Management Partners Inc. 0.78% New 227,700 $39.9M
Wealth Advisors of Iowa, LLC 19.94% Add +3.5% 225,709 $39.6M
Sollinda Capital Management LLC 10.65% Reduce -13.5% 221,100 $38.7M
Dynasty Wealth Management, LLC 0.67% Reduce -7.3% 220,191 $38.6M
Cibc World Market Inc. 0.09% Add +34.7% 218,966 $38.4M
Baird Financial Group, Inc. 0.07% Reduce -0.2% 215,506 $37.8M
Joule Financial, LLC 13.32% Add +4.0% 215,000 $37.7M
Robertson Stephens Wealth Management, LLC 1.33% Reduce -14.9% 213,141 $37.3M
Sapient Capital LLC 0.69% Add +45.6% 204,989 $35.9M
Generali Investments CEE, investicni spolecnost, a.s. 3.68% — 203,830 $35.7M
WESCAP Management Group, Inc. 8.66% Add +3.0% 203,584 $35.7M
Howard Financial Services, LTD. 4.85% Reduce -0.3% 203,459 $35.7M
Peapack Gladstone Financial Corp. 0.51% Add +29.6% 202,557 $35.5M
FIL Ltd 0.03% Add +232.4% 197,006 $34.5M
Vicus Capital 3.04% Reduce -2.2% 195,289 $34.2M
Creative Planning 0.03% Add +6.4% 194,249 $34.0M
Vectors Research Management, LLC 11.59% Reduce -13.9% 194,129 $34.0M
Elk River Wealth Management LLC 6.09% Reduce -0.1% 191,921 $33.6M
Integrated Wealth Concepts LLC 0.39% Add +9.6% 190,550 $33.4M
Shepherd Financial Partners LLC 3.91% Reduce -0.9% 186,634 $32.7M
Tucker Asset Management LLC 7.41% Reduce -0.9% 186,495 $32.7M
Manning & Napier Advisors LLC 0.37% Add +2.3% 185,577 $32.5M
Kaydan Wealth Management, Inc. 10.74% Add +24.1% 184,338 $32.3M
Greenwood Gearhart LLC 2.20% New 182,073 $31.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.92% Add +1.7% 181,371 $31.8M
Activest Wealth Management 8.82% Add +12.5% 179,994 $31.5M
Measured Wealth Private Client Group, LLC 10.19% Add +5.3% 179,927 $31.5M
Arvest Bank Trust Division 1.90% Add +1.5% 179,730 $31.5M
Moran Wealth Management, LLC 1.00% Add +1.1% 179,495 $31.5M
Steele Capital Management, Inc. 1.63% Add +2.7% 179,071 $31.4M
Trilogy Capital Inc. 1.58% Add +9.7% 175,351 $30.7M
Stratos Investment Management, LLC 1.85% Add +12.2% 175,301 $30.7M
Main Management LLC 2.51% Add +3.1% 175,069 $30.7M
Westwood Holdings Group Inc. 0.23% Add +11.8% 167,978 $29.4M
Choate Investment Advisors 0.71% Reduce -15.2% 167,914 $29.4M
Shufro Rose & Co. LLC 2.27% Reduce -5.0% 166,381 $29.2M
Montag A & Associates Inc. 1.37% Reduce -7.0% 164,543 $28.8M
Beacon Pointe Advisors, LLC 0.32% Add +0.2% 163,678 $28.7M
D.A. Davidson & Co. 0.23% Add +11.1% 162,777 $28.5M
SPX Gestao de Recursos Ltda 4.28% Reduce -81.9% 161,895 $28.4M
Envestnet Portfolio Solutions, Inc. 0.09% Add +10.9% 160,785 $28.2M
Jefferies Financial Group Inc. 0.33% Add +20.0% 160,510 $28.1M
Davis Investment Partners, LLC 11.80% Add +2.1% 161,406 $28.0M
StoneX Group Inc. 1.53% Add +14.4% 158,823 $27.8M
First Horizon Advisors, Inc. 0.78% Reduce -3.0% 158,315 $27.7M
Sebold Capital Management, Inc. 18.54% Reduce -2.2% 157,829 $27.7M
RFP Financial Group LLC 10.78% Reduce -34.1% 157,764 $27.6M
TD Waterhouse Canada Inc. 0.22% Add +30.6% 156,197 $27.4M
Advisor Resource Council 19.62% Add +2343.9% 155,948 $27.3M
Tudor Investment Corporation 0.29% Add +49.2% 154,816 $27.1M
Captrust Financial Advisors 0.08% Add +17.7% 154,100 $27.0M
Glen Eagle Advisors, LLC 4.47% Add +12.3% 153,921 $27.0M
Pinnacle Associates Ltd. 0.36% Add +30.0% 153,462 $26.9M
Sequoia Financial Advisors, LLC 0.26% Reduce -5.7% 151,713 $26.6M
Petrus Trust Company, LTA 2.56% No change 151,137 $26.5M
Courier Capital LLC 1.80% Reduce -23.2% 148,922 $26.1M
Money Concepts Capital Corp. 1.93% Add +1.3% 148,425 $26.0M
Permanent Capital Management, LP 8.04% — 148,128 $26.0M
Waterloo Capital, L.P. 2.73% Add +5.7% 147,766 $25.9M
Black Swift Group, LLC 5.47% Add +80.5% 147,067 $25.8M
Neuberger Berman Group LLC 0.02% Reduce -3.7% 146,838 $25.7M
GenTrust, LLC 1.12% New 146,480 $25.7M
Jackson, Grant Investment Advisers, Inc. 9.77% Add +1.4% 144,950 $25.4M
Arete Wealth Advisors, LLC 1.83% Reduce -2.6% 144,533 $25.3M
Sightline Wealth Advisors, LLC 13.61% Reduce -2.6% 143,978 $25.2M
MBB Public Markets I LLC 2.98% Reduce -29.9% 143,446 $25.1M
Virtue Capital Management, LLC 5.05% Reduce -7.2% 143,183 $25.1M
Seneca House Advisors 9.90% Add +18.5% 142,122 $24.9M
OneDigital Investment Advisors LLC 0.29% Reduce -5.6% 142,006 $24.9M
Pathstone Holdings, LLC 0.11% Add +93.3% 141,194 $24.7M
Northwest & Ethical Investments L.P. 0.67% Add +239.3% 140,492 $24.6M
&partners 0.29% Add +48.8% 139,362 $24.6M
Cwm, LLC 0.10% Add +1.1% 137,556 $24.1M
One Day In July LLC 2.47% Add +28.5% 134,581 $23.6M
Edmond DE Rothschild Holding S.A. 0.40% Reduce -8.1% 134,309 $23.5M
Atlas Wealth LLC 12.34% Add +1.3% 134,010 $23.5M
Oarsman Capital, Inc. 4.05% Add +26.4% 132,566 $23.2M
Federation des caisses Desjardins du Quebec 0.12% Add +1.6% 132,273 $23.2M
Valley Wealth Managers, Inc. 1.73% Add +43.4% 131,904 $23.1M
Brogan Financial, Inc. 11.22% Add +6393.5% 130,715 $22.9M
BBR Partners, LLC 1.59% Add +5.1% 129,617 $22.7M
CoreCap Advisors, LLC 1.03% Add +44.2% 129,123 $22.6M
Kiely Wealth Advisory Group, Inc. 14.47% Reduce -2.5% 124,414 $22.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.25% Add +0.5% 123,295 $22.4M
Connable Office Inc. 2.31% Reduce -4.0% 127,572 $22.4M
Riversedge Advisors, LLC 5.01% Add +0.9% 126,513 $22.2M
Kera Capital Partners, Inc. 6.31% — 125,183 $21.9M
Sugarloaf Wealth Management, LLC 4.12% Add +2.2% 123,995 $21.7M
Advisory Services Network, LLC 0.40% Add +50.9% 122,836 $21.5M
Corient Private Wealth LP 0.04% Reduce -2.0% 134,846 $21.5M
Stephenson & Company, Inc. 14.41% Add +4.3% 122,193 $21.4M
IFP Advisors, Inc 0.69% Add +7.0% 120,225 $21.1M
Southeast Asset Advisors, LLC 2.58% Add +13.2% 120,013 $21.0M
Private Advisory Group LLC 2.30% Add +10.1% 117,257 $20.5M
Wealth Forward, LLC 14.46% Reduce -1.2% 116,933 $20.5M
Tiller Private Wealth, Inc. 8.67% Reduce -0.8% 116,780 $20.5M
State of Wisconsin Investment Board 0.05% New 116,124 $20.3M
Equitable Trust Co. 1.13% Add +3.0% 115,737 $20.3M
Rainey & Randall Wealth Advisors Inc. 4.01% Add +9.0% 115,458 $20.2M
Compass Wealth Management LLC 4.83% Add +5.0% 114,399 $20.0M
Forvis Mazars Wealth Advisors, LLC 0.46% Reduce -13.1% 114,110 $20.0M
FMR LLC 0.00% Add +17.6% 113,478 $19.9M
Geller Advisors LLC 1.30% Add +0.8% 112,515 $19.7M
Baker Avenue Asset Management, LP 0.60% Add +1.7% 112,087 $19.6M
LTG Capital LLC 16.41% Add +2.3% 111,629 $19.6M
Lowe Brockenbrough & Co. Inc. 1.25% Reduce -1.6% 111,157 $19.5M
Flputnam Investment Management Co. 0.36% Reduce -3.5% 111,004 $19.5M
HM Payson & Co. 0.33% Add +0.7% 110,793 $19.4M
Jones Financial Companies LLLP 0.02% Add +93.6% 110,290 $19.3M
Kentucky Farm Bureau Mutual Insurance Co 4.33% No change 110,000 $19.3M
BlackRock, Inc. 0.00% Reduce -79.9% 109,757 $19.2M
New England Capital Financial Advisors LLC 9.33% Add +1.7% 109,103 $19.1M
Matthew Goff Investment Advisor, LLC 3.55% Add +0.1% 109,072 $19.1M
Mendota Financial Group, LLC 12.37% Reduce -22.0% 108,871 $19.1M
Avantax Advisory Services, Inc. 0.12% Reduce -1.8% 108,240 $19.0M
PFM Health Sciences, LP 1.48% New 108,041 $18.9M
Titleist Asset Management, LLC 2.17% Add +7.4% 107,534 $18.8M
Frisch Financial Group, Inc. 5.66% Reduce -12.9% 106,731 $18.7M
NTV Asset Management LLC 2.46% Add +0.0% 106,323 $18.6M
Littlejohn Financial Services, Inc. 16.59% — 105,715 $18.5M
WealthBridge Capital Management, LLC 5.12% Add +3.4% 105,248 $18.4M
Cadent Capital Advisors, LLC 6.38% Add +1.8% 104,281 $18.3M
Quattro Financial Advisors LLC 4.72% Add +28.1% 100,325 $18.3M
Dimension Capital Management LLC 2.96% Add +7.7% 103,333 $18.1M
Composition Wealth, LLC 0.36% New 102,528 $18.0M
Fairvoy Private Wealth, LLC 4.78% — 102,495 $18.0M
Lido Advisors, LLC 0.11% Reduce -4.0% 102,091 $17.9M
Advisor OS, LLC 2.06% Reduce -34.2% 101,585 $17.8M
Vaughan David Investments LLC 0.42% Add +0.4% 101,535 $17.8M
Echo45 Advisors LLC 11.64% Add +110.9% 100,513 $17.7M
Sage Rhino Capital LLC 3.86% Reduce -1.9% 101,058 $17.7M
Fort Point Capital Partners LLC 1.97% New 100,610 $17.6M
Matauro, LLC 3.79% — 99,808 $17.5M
Wealth Alliance Advisory Group, LLC 3.68% Add +0.3% 99,352 $17.4M
Tradition Wealth Management, LLC 1.53% Reduce -36.3% 99,283 $17.4M
Bernardo Wealth Planning LLC 4.15% Add +4.7% 100,230 $17.4M
CSS LLC 3.23% Add +29.0% 98,412 $17.2M
Roth Financial Partners LLC 6.81% Reduce -1.0% 97,611 $17.1M
Yelin Lapidot Holdings Management Ltd. 2.97% No change 97,460 $17.1M
Hennion & Walsh Asset Management, Inc. 0.77% Add +2.4% 96,808 $17.0M
Sterneck Capital Management, LLC 9.14% Reduce -1.5% 96,487 $16.9M
Capital Advisors, Ltd. LLC 2.13% Add +4.5% 96,478 $16.9M
Riverview Capital Advisers, LLC 5.05% Add +0.1% 95,491 $16.7M
Dumont & Blake Investment Advisors LLC 4.44% Reduce -1.5% 94,316 $16.5M
Aft, Forsyth & Sober, LLC 5.31% Add +0.7% 93,450 $16.4M
Peak Asset Management, LLC 2.96% Add +2.5% 91,388 $16.0M
Calydon Capital 3.14% New 91,231 $16.0M
Great Valley Advisor Group, Inc. 0.36% Add +241.3% 90,942 $15.9M
Sigma Planning Corp 0.50% Add +3.8% 90,158 $15.8M
Breakwater Capital Group 3.13% Reduce -0.1% 89,757 $15.7M
Ascent Wealth Partners, LLC 2.11% Add +6.6% 89,233 $15.6M
Port Capital LLC 0.71% Reduce -12.6% 88,725 $15.5M
Sageworth Trust Co 0.96% Add +4.6% 88,474 $15.5M
Gotham Asset Management 0.15% Add +28.6% 87,672 $15.4M
CX Institutional 0.61% Add +0.2% 87,113 $15.3M
Cary Street Partners Financial LLC 0.49% — 86,631 $15.2M
Kirtland Hills Capital Management, LLC 9.65% Add +8.0% 86,055 $15.1M
Wolverine Trading, LLC 0.34% Add +1191.1% 86,027 $15.0M
ADG Wealth Management Group, LLC 13.33% — 85,695 $15.0M
Raelipskie Partnership 7.45% Add +10.9% 85,629 $15.0M
Atria Wealth Solutions, Inc. 0.16% Add +2.3% 85,512 $15.0M
Verition Fund Management LLC 0.08% New 85,500 $15.0M
Capital Investment Advisory Services, LLC 1.44% Reduce -2.9% 85,435 $15.0M
Sard Wealth Management Group, LLC 9.99% Reduce -0.0% 84,925 $14.9M
Bright Financial Advisors, Inc. 9.31% Add +3.8% 84,523 $14.8M
Gladstone Institutional Advisory LLC 0.69% Reduce -4.4% 84,455 $14.8M
Compton Wealth Advisory Group, LLC 3.79% Reduce -2.4% 83,846 $14.7M
GTS Securities LLC 0.71% Add +199.4% 83,772 $14.7M
Reyes Financial Architecture, Inc. 11.49% — 83,376 $14.6M
Ausdal Financial Partners, Inc. 1.25% Add +502.6% 82,555 $14.5M
Del-Sette Capital Management, LLC 11.71% New 82,344 $14.4M
Ballast, Inc. 4.05% Add +17.6% 80,866 $14.2M
Wealthcare Advisory Partners LLC 0.39% Add +27.9% 80,785 $14.2M
Spectrum Asset Management, Inc. (NB/CA) 6.36% Add +20.6% 80,718 $14.1M
Essex Financial Services, Inc. 1.00% Add +0.8% 80,647 $14.1M
Forge Financial Services LLC 11.79% — 77,614 $14.0M
Granby Capital Management, LLC 7.26% No change 80,000 $14.0M
Pinnacle Wealth Management Advisory Group, LLC 1.31% Add +6.2% 79,855 $14.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.40% Reduce -63.5% 79,520 $13.9M
Franklin Resources Inc. 0.00% Add +1.2% 78,784 $13.8M
First Foundation Advisors 0.52% Add +1.3% 78,365 $13.7M
Concourse Financial Group Securities, Inc. 0.77% Add +4.7% 75,419 $13.7M
AlTi Global, Inc. 0.33% Reduce -6.8% 76,535 $13.7M
Cidel Asset Management Inc. 0.92% New 78,090 $13.7M
Muirfield Wealth Advisors LLC 11.27% Reduce -1.3% 77,993 $13.7M
Allworth Financial LP 0.07% Add +135.1% 74,089 $13.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +7.1% 75,996 $13.4M
Quest Investment Management LLC 1.54% Reduce -3.6% 75,901 $13.3M
Peak Financial Management, Inc. 3.97% Add +4.6% 75,716 $13.3M
Crews Bank & Trust 2.23% — 75,604 $13.2M
Farther Finance Advisors, LLC 0.47% Add +108.4% 74,860 $13.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +161.5% 74,725 $13.1M
Concurrent Investment Advisors, LLC 0.35% Add +9.9% 74,507 $13.1M
Leavell Investment Management, Inc. 0.64% Add +2.1% 74,137 $13.0M
Strategic Financial Concepts, LLC 2.49% Add +84.5% 73,946 $13.0M
DAVENPORT & Co LLC 0.07% Add +8.6% 72,603 $12.7M
Archer Investment Corp 3.38% Add +7.7% 72,108 $12.6M
Harbor Investment Advisory, LLC 1.18% Add +37.5% 72,070 $12.6M
Parallel Advisors, LLC 0.28% Add +1.5% 71,952 $12.6M
Sykon Capital LLC 4.34% New 71,809 $12.6M
Caldwell Trust Co 1.31% Reduce -0.2% 71,805 $12.6M
Fsa Wealth Partners, Inc. 2.89% Reduce -1.4% 70,400 $12.3M
Focused Wealth Management, Inc 1.66% Reduce -3.4% 70,169 $12.3M
Montis Financial, LLC 3.80% Add +25.8% 70,152 $12.3M
Greenleaf Trust 0.11% Add +0.2% 69,773 $12.2M
Ethos Financial Group, LLC 1.59% Add +139.8% 69,309 $12.1M
Geneos Wealth Management Inc. 0.42% Add +29.7% 69,146 $12.1M
Perigon Wealth Management, LLC 0.30% Add +9.8% 67,553 $12.1M
Fairway Wealth LLC 5.44% Add +32.1% 68,939 $12.1M
Sterling Manor Financial, LLC 8.38% Add +2.0% 68,605 $12.0M
Seaview Investment Managers LLC 3.31% Add +23.8% 68,323 $12.0M
Sepio Capital, LP 0.96% Add +7.0% 68,109 $11.9M
Stephens Inc. 0.17% Add +6.9% 67,897 $11.9M
Evernest Financial Advisors, LLC 3.08% Add +0.7% 67,667 $11.9M
Prism Advisors, Inc. 3.52% Reduce -2.3% 67,079 $11.8M
Basso Capital Management, L.P. 10.11% Add +32.0% 66,689 $11.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.81% No change 65,800 $11.5M
Winthrop Capital Management, LLC 3.06% Add +1.3% 65,787 $11.5M
Bleakley Financial Group, LLC 0.35% Add +3.4% 65,636 $11.5M
IHT Wealth Management, LLC 0.37% Add +1.4% 65,435 $11.5M
Bradley Foster & Sargent Inc. 0.19% Add +2.6% 65,426 $11.5M
L. Roy Papp & Associates, LLP 1.34% Add +1.4% 65,304 $11.4M
Second Line Capital, LLC 3.08% Add +3.0% 65,245 $11.4M
Cornerstone Wealth Group, LLC 0.93% Add +62.3% 64,779 $11.4M
Capital Investment Advisors, LLC 0.23% Add +2.0% 64,676 $11.3M
Fortis Group Advisors, LLC 2.10% Add +59.0% 64,398 $11.3M
Round Rock Advisors LLC 2.30% Add +2.6% 63,968 $11.2M
NewEdge Wealth, LLC 0.19% Add +27.7% 63,947 $11.2M
Independent Advisor Alliance 0.15% New 63,724 $11.2M
Stratos Wealth Advisors, LLC 0.53% Add +0.6% 63,579 $11.1M
Level Four Advisory Services, LLC 0.45% Add +48.9% 63,016 $11.0M
Carnegie Investment Counsel 0.32% Add +4.9% 62,935 $11.0M
Benjamin Edwards Inc. 0.16% Reduce -1.8% 62,892 $11.0M
Frank, Rimerman Advisors LLC 0.80% Add +6.2% 62,881 $11.0M
Luken Investment Analytics, LLC 5.08% Add +0.1% 62,597 $11.0M
Scotia Capital Inc. 0.06% Add +3.2% 62,335 $10.9M
Tandem Wealth Advisors LLC 5.55% Reduce -4.8% 62,102 $10.9M
Aspen Investment Management Inc 4.90% Add +4.2% 60,256 $10.6M
Raab & Moskowitz Asset Management LLC 2.59% Add +14.6% 60,203 $10.5M
D. E. Shaw & Co. 0.01% Add +246.4% 60,037 $10.5M
Chicago Wealth Management, Inc. 5.46% Add +2.5% 60,025 $10.5M
New England Private Wealth Advisors LLC 1.66% Reduce -1.0% 59,878 $10.5M
Park Place Capital Corp 2.93% Add +10.0% 59,715 $10.5M
Inlight Wealth Management, LLC 6.03% — 59,528 $10.4M
Evercore Wealth Management, LLC 0.15% Add +2.4% 58,884 $10.3M
FAS Wealth Partners, Inc. 0.86% Add +2.8% 58,624 $10.3M
Clarus Group, Inc. 3.64% Add +5094.8% 58,442 $10.2M
Armstrong Advisory Group, Inc. 0.81% Add +17672.4% 57,938 $10.2M
Global Retirement Partners, LLC 0.29% Reduce -4.3% 57,875 $10.1M
Kavar Capital Partners Group, LLC 1.71% Reduce -0.3% 57,833 $10.1M
SimpliFi, Inc. 4.62% Reduce -0.4% 57,637 $10.1M
Thrivent Financial for Lutherans 0.02% Add +240.9% 56,264 $10.0M
Atlantic Edge Private Wealth Management, LLC 3.09% Add +2.1% 56,934 $10.0M
McAlister, Sweet & Associates, Inc. 7.05% Add +74.9% 56,559 $9.9M
Sowell Financial Services LLC 0.52% Add +87.9% 56,507 $9.9M
Arkadios Wealth Advisors 0.54% Add +8.0% 56,372 $9.9M
CreativeOne Wealth, LLC 0.30% Reduce -10.8% 56,192 $9.8M
Prevail Innovative Wealth Advisors, LLC 2.85% Add +59.3% 56,180 $9.8M
Lake Street Private Wealth, LLC 1.58% Add +116.6% 56,160 $9.8M
Atlas Legacy Advisors, LLC 2.38% — 56,063 $9.8M
Ruggaard & Associates LLC 4.31% Add +1.7% 56,037 $9.8M
Walled Lake Planning & Wealth Management, LLC 3.63% Add +5.6% 55,657 $9.8M
Biltmore Family Office, LLC 1.63% Add +662.3% 55,456 $9.7M
Centiva Capital, LP 0.37% New 55,159 $9.7M
IPG Investment Advisors LLC 2.17% Add +17.3% 54,525 $9.6M
American Alpha Advisors, LLC 8.68% Add +0.9% 54,412 $9.5M
New Insight Wealth Advisors 4.77% Add +54.0% 54,365 $9.5M
MTC Wealth Management LLC 4.55% Reduce -2.1% 53,925 $9.4M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +10.3% 53,739 $9.4M
Integrated Advisors Network LLC 0.45% Reduce -18.8% 53,641 $9.4M
Retireful, LLC 5.26% Reduce -44.4% 53,299 $9.3M
Strategic Family Wealth Counselors, L.L.C. 3.00% Add +5.8% 52,641 $9.2M
Dynamic Advisor Solutions LLC 0.40% Add +2.0% 52,080 $9.1M
Summit Financial, LLC 0.32% Add +20.1% 51,983 $9.1M
Financial Advocates Investment Management 0.52% Reduce -25.1% 51,898 $9.1M
Harel Insurance Investments & Financial Services Ltd. 0.15% Reduce -26.4% 48,519 $9.0M
WFA Asset Management Corp 4.88% Reduce -4.2% 51,483 $9.0M
Financial Enhancement Group LLC 1.38% Reduce -2.0% 51,637 $9.0M
Davidson Kahn Capital Management, LLC 8.36% — 51,390 $9.0M
LM Advisors LLC 1.62% Add +25.7% 51,259 $9.0M
Modera Wealth Management, LLC 0.11% Add +818.0% 51,240 $9.0M
First Financial Bank - Trust Division 0.84% Add +2.6% 51,154 $9.0M
Private Wealth Group, LLC 4.37% Add +4.3% 51,009 $8.9M
Blue Investment Partners LLC 3.28% Add +3.2% 51,003 $8.9M
Prospera Financial Services Inc 0.21% Add +14.3% 50,881 $8.9M
DeDora Capital, Inc. 2.44% Reduce -0.7% 50,807 $8.9M
Garden State Investment Advisory Services LLC 2.74% Reduce -0.4% 50,601 $8.9M
Courage Miller Partners, LLC 3.03% Add +2.9% 50,552 $8.9M
Soros Fund Management 0.22% New 50,508 $8.9M
Blue Bell Private Wealth Management, LLC 1.68% Reduce -0.0% 50,354 $8.8M
Point72 Europe (London) LLP 0.51% New 50,100 $8.8M
Moss Adams Wealth Advisors LLC 0.92% Reduce -3.2% 49,901 $8.7M
Cabot Wealth Management Inc. 1.11% Reduce -2.8% 49,859 $8.7M
Dorsey & Whitney Trust CO LLC 0.48% Add +122.7% 49,614 $8.7M
Black Diamond Financial, LLC 1.27% Reduce -6.5% 48,534 $8.5M
Burke & Herbert Bank & Trust Co. 2.02% Reduce -0.3% 48,491 $8.5M
J.W. Cole Advisors, Inc. 0.34% Add +0.4% 48,246 $8.5M
Bailard, Inc. 0.22% Add +211.3% 48,089 $8.4M
SG Americas Securities, LLC 0.04% Reduce -5.2% 47,882 $8.4M
LCNB Corp. 3.05% Reduce -4.8% 47,718 $8.4M
Strong Tower Advisory Services 2.17% Reduce -29.1% 47,558 $8.3M
Deutsche Bank AG 0.00% Add +279.4% 47,374 $8.3M
Estate Counselors, LLC 0.88% Reduce -11.3% 47,231 $8.3M
Alexis Investment Partners, LLC 4.04% — 47,174 $8.3M
Peddock Capital Advisors, LLC 1.97% Reduce -1.8% 46,899 $8.2M
Sanders Morris Harris LLC 1.23% Add +313.2% 46,720 $8.2M
Royal Harbor Partners, LLC 3.09% New 46,660 $8.2M
Oppenheimer & Co. Inc. 0.12% Reduce -8.7% 46,495 $8.1M
Jacksonville Wealth Management, LLC 7.55% — 46,183 $8.1M
Brown Brothers Harriman & Co. 0.06% Add +13.1% 46,098 $8.1M
Lakeshore Financial Planning, Inc. 3.43% Reduce -0.7% 45,885 $8.0M
Central Asset Investments & Management Holdings (HK) Ltd 5.21% Add +132.5% 45,800 $8.0M
Redmont Wealth Advisors LLC 13.85% Add +3.2% 45,755 $8.0M
ZWJ Investment Counsel Inc. 0.33% Add +6.0% 45,691 $8.0M
Hancock Whitney Corp. 0.25% Add +5.2% 45,530 $8.0M
Stelac Advisory Services LLC 3.10% Add +19.3% 45,327 $7.9M
Orion Porfolio Solutions, LLC 0.08% Add +4.0% 45,071 $7.9M
Orion Portfolio Solutions, LLC 0.08% Add +4.0% 45,071 $7.9M
Mutual Advisors, LLC 0.23% Add +43.9% 43,987 $7.9M
United Capital Financial Advisors, LLC 0.07% Add +2.9% 44,043 $7.7M
Harbour Investments, Inc. 0.22% Add +6.7% 44,003 $7.7M
Quadrature Capital Ltd 0.15% New 43,785 $7.7M
RVW Wealth, LLC 0.71% No change 43,739 $7.7M
E&G Advisors, LLC 2.07% Add +0.9% 43,577 $7.6M
Northern Trust Corp. 0.00% Reduce -3.9% 43,408 $7.6M
Louisbourg Investments Inc. 2.00% Add +314.9% 61,400 $7.6M
Quad-Cities Investment Group, LLC 3.72% Add +6.1% 43,233 $7.6M
Parsons Capital Management Inc. 0.41% Add +1.3% 43,148 $7.6M
Schroder Investment Management Group 0.01% New 42,874 $7.5M
Lumbard & Kellner, LLC 3.22% Reduce -4.1% 42,764 $7.5M
Well Done, LLC 1.37% No change 41,821 $7.5M
Firestone Capital Management 1.86% Add +5.0% 42,691 $7.5M
Ieq Capital, LLC 0.07% Add +1.8% 41,815 $7.3M
Amplius Wealth Advisors, LLC 0.75% Reduce -2.3% 41,727 $7.3M
AQR Capital Management 0.01% Add +47.4% 41,712 $7.3M
Prasad Wealth Partners, LLC 2.36% — 41,707 $7.3M
World Investment Advisors 0.20% Add +105.3% 41,633 $7.3M
Atria Investments, Inc 0.09% Reduce -25.1% 41,572 $7.3M
Kestra Private Wealth Services, LLC 0.12% Add +2.0% 41,543 $7.3M
Park Avenue Securities LLC 0.07% Reduce -13.9% 41,126 $7.2M
Wakefield Asset Management LLLP 2.43% Reduce -10.9% 41,105 $7.2M
Prairie Sky Financial Group LLC 4.42% Reduce -24.2% 41,104 $7.2M
Haverford Trust Co 0.07% Reduce -0.3% 40,982 $7.2M
GC Wealth Management RIA, LLC 1.26% Reduce -2.7% 40,977 $7.2M
Nations Financial Group Inc, /Ia/ 0.52% Add +4.4% 40,663 $7.1M
Hi-Line Capital Management, LLC 3.11% New 40,557 $7.1M
Koshinski Asset Management, Inc. 0.61% Add +2.9% 40,404 $7.1M
BostonPremier Wealth LLC 4.29% — 40,377 $7.1M
Acima Private Wealth, LLC 2.38% Add +34.0% 40,265 $7.1M
Intrepid Financial Planning Group LLC 2.98% Reduce -0.1% 40,231 $7.0M
Signal Advisors Wealth, LLC 0.79% Add +54.1% 39,892 $7.0M
Snowden Capital Advisors LLC 0.22% Add +143.8% 39,669 $7.0M
Old Mission Capital LLC 0.16% Add +1330.8% 39,633 $6.9M
Bessemer Group Inc. 0.01% Add +6.7% 39,627 $6.9M
Curbstone Financial Management Corp 1.47% Reduce -1.1% 39,583 $6.9M
Johnson Bixby & Associates, LLC 1.05% Reduce -6.7% 39,273 $6.9M
Marshall & Sterling Wealth Advisors Inc. 4.74% — 39,180 $6.9M
Toronto Dominion Bank 0.01% Reduce -9.6% 38,956 $6.8M
Pallas Capital Advisors LLC 0.29% Add +0.3% 38,917 $6.8M
LYNX Capital Group Ltd. 3.87% Add +26.6% 38,320 $6.7M
Guidance Capital, Inc. 2.05% Add +14.7% 36,813 $6.7M
Herold Advisors, Inc. 1.46% Reduce -5.9% 38,231 $6.7M
Lantern Wealth Advisors, LLC 4.35% Reduce -6.3% 38,206 $6.7M
Sheets Smith Wealth Management 0.82% Add +1.4% 38,163 $6.7M
Ancora Advisors LLC 0.15% Reduce -5.9% 38,139 $6.7M
Fortress Financial Group, LLC 6.64% — 38,124 $6.7M
Heritage Trust Co 0.78% — 37,944 $6.6M
Navalign, LLC 1.94% Add +2.2% 37,609 $6.6M
Kelly Financial Group LLC 2.34% — 37,529 $6.6M
Insigneo Advisory Services, LLC 0.68% Add +41.4% 37,485 $6.6M
Darrow Company, Inc. 3.77% Reduce -3.0% 37,097 $6.5M
Fifth Third Bancorp 0.02% Add +50.2% 37,020 $6.5M
Strategy Asset Managers LLC 1.25% Add +4.0% 36,849 $6.5M
Sagace Wealth Management LLC 4.83% Add +53.6% 36,787 $6.4M
GFS Advisors, LLC 0.98% Add +3.1% 36,676 $6.4M
WealthShield Partners, LLC 0.91% Add +11.2% 36,673 $6.4M
Rothschild Investment LLC 0.42% Add +28.4% 36,593 $6.4M
TigerOak Management, L.L.C. 2.34% — 36,494 $6.4M
Partnership Wealth Management, LLC 5.30% Add +37.8% 36,354 $6.4M
Bcwm, LLC 2.25% — 35,991 $6.3M
Weil Company, Inc. 2.17% Add +1.7% 35,788 $6.3M
Grange Capital, LLC 6.55% — 35,639 $6.2M
NDWM LLC 5.21% Add +0.7% 35,608 $6.2M
Sheets Smith Investment Management 5.26% — 35,441 $6.2M
First United Bank & Trust 2.24% Add +18.3% 35,190 $6.2M
Retirement Income Solutions, Inc. 1.24% Add +12.8% 35,172 $6.2M
Tocqueville Asset Management L.P. 0.10% Add +80.6% 34,978 $6.1M
Confluence Wealth Services, Inc. 0.40% New 33,523 $6.1M
Eldridge Investment Advisors, Inc. 1.41% Reduce -2.3% 34,683 $6.1M
Ramiah Investment Group 5.50% Reduce -10.3% 34,478 $6.0M
Fca Corp. 1.89% Add +0.1% 34,454 $6.0M
Atwood & Palmer Inc. 0.41% Add +0.3% 34,127 $6.0M
Hirtle & Co., LLC 0.29% Add +328.4% 34,099 $6.0M
Advisors Preferred, LLC 0.96% Reduce -33.9% 34,104 $6.0M
Independent Financial Group, LLC 0.20% Add +6.0% 33,995 $6.0M
Transcend Capital Advisors, LLC 0.43% Reduce -34.3% 33,695 $5.9M
Apollon Wealth Management, LLC 0.14% Add +51.7% 33,493 $5.9M
HB Wealth Management, LLC 0.06% Add +17.1% 33,475 $5.9M
Modern Wealth Management, LLC 0.22% Add +8.6% 33,061 $5.8M
Black Maple Capital Management LP 4.40% Reduce -10.8% 33,000 $5.8M
Modus Advisors, LLC 1.80% Add +3.4% 32,860 $5.8M
Magnus Financial Group LLC 0.56% Add +2.5% 32,846 $5.8M
Smith, Moore & Co. 0.53% Add +1.1% 32,769 $5.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.85% Add +19.3% 32,748 $5.7M
Thoroughbred Financial Services, LLC 0.35% Add +9.5% 32,722 $5.7M
Investment House LLC 0.31% Add +35.9% 32,659 $5.7M
Delta Wealth Advisors LLC 5.36% Add +3.0% 32,464 $5.7M
Ciovacco Capital Management LLC 3.24% Reduce -2.5% 32,390 $5.7M
Nwam LLC 0.35% Reduce -10.8% 32,241 $5.6M
Signal Tree Financial Partners LLC 6.60% — 32,114 $5.6M
Fifth Third Wealth Advisors LLC 0.30% Add +39.9% 32,002 $5.6M
Blue Chip Partners, LLC 0.48% Add +359.0% 31,980 $5.6M
PMG Wealth Management, Inc. 5.10% — 31,977 $5.6M
Birchcreek Wealth Management, LLC 3.51% Add +2.8% 31,910 $5.6M
CM Wealth Advisors LLC 1.82% Add +17.7% 31,782 $5.6M
CapWealth Advisors, LLC 0.61% Add +0.2% 31,782 $5.6M
SkyView Investment Advisors, LLC 0.89% Add +272.9% 31,700 $5.6M
Gateway Wealth Partners, LLC 1.44% Add +9.6% 31,690 $5.6M
Strategic Wealth Investment Group, LLC 0.31% New 189,869 $5.5M
Grant Street Asset Management, Inc. 1.45% Add +3.1% 31,602 $5.5M
Stone Summit Wealth LLC 1.84% Add +13.2% 31,338 $5.5M
Cannon Advisors, Inc. 4.66% Add +0.9% 31,312 $5.5M
Agf Management Ltd. 0.03% Add +8.9% 31,190 $5.5M
Voisard Asset Management Group, Inc. 1.82% Reduce -51.2% 31,155 $5.5M
Ironwood Financial, llc 1.14% Add +12.7% 31,036 $5.4M
Inkwell Capital LLC 5.79% — 30,906 $5.4M
Credit Agricole S A 0.02% Add +57.5% 30,894 $5.4M
Mizuho Markets Americas LLC 0.10% New 30,885 $5.4M
Lee Johnson Capital Management, LLC 2.85% Add +121.9% 30,768 $5.4M
Oxbow Advisors, LLC 0.65% Reduce -2.3% 30,666 $5.4M
General American Investors Co. Inc. 0.38% No change 30,611 $5.4M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -16.3% 30,487 $5.3M
Benchmark Financial Wealth Advisors, LLC 1.70% Reduce -2.3% 30,290 $5.3M
Cherry Tree Wealth Management, LLC 1.31% Add +13.4% 30,257 $5.3M
Alliancebernstein L.P. 0.00% Add +113.8% 30,224 $5.3M
Verde Servicos Internacionais S.A. 2.27% New 30,100 $5.3M
Pinnacle Wealth Management Group, Inc. 3.28% Add +3.8% 30,092 $5.3M
Great Diamond Partners, LLC 1.36% Reduce -0.9% 30,041 $5.3M
Buffington Mohr McNeal 0.87% Reduce -2.6% 29,963 $5.3M
Taylor & Morgan Wealth Management, LLC 3.69% Reduce -22.9% 29,934 $5.2M
Focus Financial Network, Inc. 0.21% Add +4.4% 29,815 $5.2M
Roundview Capital LLC 0.36% Add +2.9% 29,768 $5.2M
BlueChip Wealth Advisors LLC 2.89% Reduce -6.8% 29,761 $5.2M
Quantinno Capital Management LP 0.05% Add +165.1% 29,701 $5.2M
Bulltick Wealth Management, LLC 1.22% Add +191.8% 29,453 $5.2M
Howland Capital Management LLC 0.23% Add +22.5% 29,402 $5.2M
New England Asset Management Inc. 0.92% No change 29,225 $5.1M
EP Wealth Advisors, LLC 0.04% Reduce -35.8% 29,153 $5.1M
Milestone Investment Advisors LLC 1.39% Reduce -1.9% 29,114 $5.1M
CHURCHILL MANAGEMENT Corp 0.06% Reduce -5.5% 28,897 $5.1M
Sage Capital Management, LLC 2.55% Add +0.8% 28,765 $5.0M
Parkside Investments, LLC 0.75% Reduce -2.9% 28,564 $5.0M
Alta Wealth Advisors LLC 2.18% Reduce -1.5% 28,412 $5.0M
Roger Wittlin Investment Advisory, LLC 2.78% Add +20.0% 28,335 $5.0M
Marshall Financial Group, LLC 1.20% Add +3.2% 28,278 $5.0M
Access Financial Services, Inc. 2.21% Reduce -1.3% 28,256 $5.0M
Walleye Trading LLC 0.10% Reduce -10.9% 28,199 $4.9M
Lake Hills Wealth Management, LLC 3.38% Add +6.8% 28,196 $4.9M
McHugh Group, LLC 3.74% — 28,185 $4.9M
Horizon Wealth Management, LLC 0.86% Reduce -89.7% 28,092 $4.9M
U.S. Capital Wealth Advisors, LLC 0.15% Add +1.6% 27,934 $4.9M
REDW Wealth LLC 1.69% Reduce -33.2% 27,729 $4.9M
GeoWealth Management, LLC 0.16% Reduce -13.4% 27,648 $4.8M
Greenlight Capital (DME Capital Management) 0.25% New 27,530 $4.8M
Madison Wealth Partners, Inc 1.34% Reduce -0.5% 27,430 $4.8M
Bryn Mawr Trust Advisors, LLC 0.26% Reduce -8.4% 27,423 $4.8M
Redhawk Wealth Advisors, Inc. 0.65% Add +0.9% 27,327 $4.8M
Park Square Financial Group, LLC 3.30% — 27,229 $4.8M
Lunt Capital Management, Inc. 1.85% Add +12.9% 27,152 $4.8M
Spire Wealth Management 0.15% Add +5.8% 27,031 $4.7M
Market Street Wealth Management Advisors LLC 0.80% Reduce -4.7% 27,028 $4.7M
Allen Investment Management, LLC 0.05% New 26,816 $4.7M
Focus Partners Advisor Solutions, LLC 0.08% Reduce -29.0% 26,775 $4.7M
Harbor Advisory Corp. 1.53% New 26,661 $4.7M
CRA Financial Services, LLC 0.80% Add +1.9% 26,516 $4.6M
Renaissance Technologies 0.01% New 26,400 $4.6M
Clarus Wealth Advisors 2.30% Reduce -9.2% 26,475 $4.6M
Orion Capital Management LLC 2.03% Add +0.5% 26,368 $4.6M
Cullen/Frost Bankers, Inc. 0.06% Add +56.4% 26,287 $4.6M
Lester Murray Antman dba SimplyRich 1.30% Reduce -0.0% 26,035 $4.6M
Viawealth, LLC 2.75% Add +6.7% 25,977 $4.6M
HBK Sorce Advisory LLC 0.14% Reduce -0.7% 25,702 $4.5M
Simmons Bank 0.33% Add +49.0% 25,594 $4.5M
Fulton Breakefield Broenniman LLC 0.32% Reduce -0.9% 25,588 $4.5M
Pinnacle Financial Partners Inc 0.09% Add +8.1% 25,342 $4.5M
Bokf, NA 0.08% Add +3.4% 25,765 $4.5M
Balyasny Asset Management L.P. 0.01% Reduce -88.8% 25,392 $4.4M
Marino, Stram & Associates LLC 0.98% Add +6.0% 25,154 $4.4M
Davidson Kempner Capital Management LP 0.12% New 25,000 $4.4M
Defined Wealth Management, LLC 2.90% Reduce -0.4% 24,992 $4.4M
Pettinga Financial Advisors LLC 0.99% Add +745.5% 24,966 $4.4M
Paces Ferry Wealth Advisors, LLC 2.13% Add +18.6% 24,958 $4.4M
Dana Investment Advisors, Inc. 0.14% Add +2.0% 24,894 $4.4M
Twin Tree Management, LP 0.11% Add +236.5% 24,894 $4.4M
Pettyjohn, Wood & White, Inc. 0.80% Add +18.9% 24,815 $4.3M
FineMark National Bank & Trust 0.15% Add +0.3% 24,756 $4.3M
Cape Investment Advisory, Inc. 1.70% Add +98.2% 24,738 $4.3M
Shoker Investment Counsel, Inc. 1.46% Add +0.1% 24,684 $4.3M
Founders Financial Securities LLC 0.39% Add +25.2% 24,585 $4.3M
Financial Guidance Group, Inc. 2.36% Add +29.6% 24,566 $4.3M
Fire Capital Management LLC 3.19% — 24,469 $4.3M
St. Louis Trust Co 0.61% No change 24,395 $4.3M
Azimuth Capital Investment Management LLC 0.17% Add +7.5% 24,285 $4.3M
Diversify Advisory Services, LLC 0.23% Reduce -25.6% 24,509 $4.2M
Silver Oak Securities, Incorporated 0.39% Add +20.9% 24,252 $4.2M
Phoenix Wealth Advisors 1.84% Add +129.8% 24,205 $4.2M
Meridian Investment Counsel Inc. 1.27% Add +5.6% 24,195 $4.2M
StoneCrest Wealth Management, Inc. 2.74% Add +2.8% 23,938 $4.2M
RMR Capital Management, LLC 3.08% Reduce -0.8% 23,602 $4.1M
Koss-Olinger Consulting, LLC 0.36% Add +1.6% 23,579 $4.1M
Signify Wealth 4.66% Add +9.3% 23,537 $4.1M
Hilltop National Bank 1.24% Add +117520.0% 23,524 $4.1M
Graham Capital Management, L.P. 0.20% Reduce -51.5% 23,500 $4.1M
Raffa Wealth Management, LLC 0.96% Add +0.3% 23,465 $4.1M
Wilmington Savings Fund Society, FSB 0.07% Add +11.3% 23,422 $4.1M
Gator Capital Management, LLC 1.55% Add +13.1% 23,414 $4.1M
Wintrust Investments LLC 3.60% Reduce -8.9% 23,341 $4.1M
Smith Anglin Financial, LLC 0.38% Reduce -1.9% 23,312 $4.1M
Headlands Technologies LLC 0.41% New 23,290 $4.1M
Dupree Financial Group, LLC 1.98% Add +183.1% 23,268 $4.1M
Moneta Group Investment Advisors LLC 0.06% Add +38.7% 23,249 $4.1M
Archford Capital Strategies, LLC 0.62% Add +0.1% 23,235 $4.1M
Itau Unibanco Holding S.A. 0.13% New 23,200 $4.1M
Clear Creek Financial Management, LLC 0.44% Reduce -56.6% 23,151 $4.1M
Evoke Wealth, LLC 0.11% Add +115.0% 23,121 $4.1M
Principal Securities, Inc. 0.09% Reduce -4.8% 22,969 $4.0M
WealthTrust Asset Management, LLC 2.88% Reduce -3.3% 22,847 $4.0M
Genesis Private Wealth, LLC 2.20% — 22,766 $4.0M
Global Wealth Management, LLC 2.54% Reduce -2.7% 22,668 $4.0M
O'ROURKE & COMPANY, Inc 1.94% Add +5.4% 22,628 $4.0M
Oliver Lagore Vanvalin Investment Group 1.01% Add +26.9% 22,442 $3.9M
Wellspring Financial Advisors, LLC 0.41% Reduce -21.1% 22,277 $3.9M
Counterweight Ventures, LLC 2.75% Add +2.7% 22,194 $3.9M
Prime Capital Investment Advisors, LLC 0.06% Add +7.0% 22,169 $3.9M
Private Client Services, LLC 2.09% Reduce -25.0% 22,158 $3.9M
Compass Capital Corp. /Ma/ 1.50% — 21,217 $3.9M
Foundations Investment Advisors, LLC 0.07% Add +15.5% 21,976 $3.9M
Optima Capital LLC 2.65% — 21,925 $3.8M
National Philanthropic Trust 0.06% Reduce -0.0% 21,911 $3.8M
Capitol Family Office, Inc. 5.11% Reduce -4.1% 21,851 $3.8M
Merkkuri Wealth Advisors LLC 3.03% Reduce -2.3% 21,832 $3.8M
Diversified Trust Co. 0.09% Reduce -10.1% 21,816 $3.8M
Summit Financial Wealth Advisors, LLC 0.74% Reduce -2.8% 21,071 $3.8M
Catalina Capital Group, LLC 1.25% Add +13.3% 21,598 $3.8M
Cordgrass Capital Advisors, LLC 1.09% Add +9.9% 21,480 $3.8M
Siligmueller & Norvid Wealth Advisors LLC 1.60% — 21,446 $3.8M
CVFG LLC 3.43% — 21,444 $3.8M
Archer Investment Management, LLC 2.30% — 21,302 $3.7M
First National Bank Sioux Falls 1.59% Add +33.7% 21,302 $3.7M
Aspiriant, LLC 0.13% Reduce -4.7% 21,296 $3.7M
Evolution Wealth Advisors, LLC 0.62% Reduce -0.2% 21,294 $3.7M
Copperwynd Financial, LLC 1.03% New 21,226 $3.7M
Prostatis Group LLC 1.08% Add +5.7% 21,161 $3.7M
Caprock Group, LLC 0.12% Add +9.3% 21,140 $3.7M
Ameritas Advisory Services, LLC 0.13% Reduce -2.5% 20,976 $3.7M
Bison Wealth, LLC 0.81% Add +25.8% 20,957 $3.7M
GM Advisory Group, LLC 0.20% Add +12.1% 20,922 $3.7M
O'shaughnessy Asset Management, LLC 0.03% Add +21.7% 20,856 $3.7M
Highland Capital Management, LLC 0.21% Reduce -3.7% 20,832 $3.7M
Legacy Private Trust Co. 0.24% Reduce -4.2% 20,602 $3.6M
Rye Brook Capital LLC 4.33% New 20,600 $3.6M
Moneco Advisors, LLC 0.38% Reduce -15.6% 20,501 $3.6M
Investment Advisory Services Inc. /TX 1.26% Add +9.0% 20,440 $3.6M
Joseph P. Lucia & Associates, LLC 1.59% Add +17.5% 20,400 $3.6M
Cohen & Steers, Inc. 0.01% Reduce -16.5% 20,223 $3.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.28% No change 20,071 $3.5M
Jacobi Capital Management LLC 0.26% Add +1.2% 20,021 $3.5M
Rothschild Capital Partners, LLC 0.85% Reduce -44.5% 19,959 $3.5M
First National Bank of Mount Dora, Trust Investment Services 0.82% No change 19,927 $3.5M
Elgethun Capital Management 0.85% Add +1105.6% 19,917 $3.5M
Hilltop Holdings Inc. 0.22% Reduce -0.2% 19,891 $3.5M
Stock Yards Bank & Trust Co. 0.12% Reduce -22.8% 19,771 $3.5M
Centaurus Financial, Inc. 0.21% Reduce -3.9% 19,631 $3.4M
Gries Financial LLC 0.61% Add +2.2% 19,495 $3.4M
Peak Planning Group, LLC 1.42% Add +5.6% 19,424 $3.4M
Simplicity Wealth,LLC 0.71% Add +8.1% 19,421 $3.4M
Wick Capital Partners, LLC 1.00% Reduce -2.5% 19,410 $3.4M
Meridian Financial Advisors, LLC 2.34% Add +3.2% 19,361 $3.4M
Baring Financial LLC 3.02% — 19,343 $3.4M
Tranquilli Financial Advisor LLC 2.14% Add +18.2% 19,309 $3.4M
Excalibur Management Corp. 1.34% Add +21.9% 19,239 $3.4M
Maltin Wealth Management, Inc. 1.65% Reduce -3.2% 19,172 $3.4M
Vontobel Holding Ltd. 0.01% Add +13.3% 19,154 $3.4M
IMC-Chicago, LLC 0.09% Reduce -66.5% 19,152 $3.4M
Transform Wealth, LLC 0.19% Add +27.9% 19,074 $3.3M
NovaPoint Capital, LLC 1.01% Reduce -0.7% 18,829 $3.3M
Cannell & Spears LLC 0.07% Reduce -1.4% 18,769 $3.3M
Lyell Wealth Management, LP 0.29% Reduce -3.6% 18,769 $3.3M
Baker Ellis Asset Management LLC 0.48% Reduce -1.5% 18,759 $3.3M
Steel Grove Capital Advisors, LLC 0.46% Add +40.8% 18,674 $3.3M
Hart & Patterson Financial Group LLC 1.59% Reduce -2.5% 18,647 $3.3M
Axxcess Wealth Management, LLC 0.08% Reduce -51.5% 18,618 $3.3M
Williams Jones Wealth Management, LLC. 0.04% Add +12.6% 18,613 $3.3M
Maripau Wealth Management LLC 1.93% New 18,603 $3.3M
Helios Capital Management Pte. Ltd. 1.90% No change 18,550 $3.3M
Equity Investment Corp. 0.08% Add +72.7% 18,531 $3.2M
RFG Advisory, LLC 0.09% Add +406.1% 18,466 $3.2M
Mosaic Financial Group, LLC 2.31% Add +6.2% 18,340 $3.2M
Advocacy Wealth Management, LLC 0.24% New 18,331 $3.2M
Sunpointe, LLC 1.61% Add +0.8% 18,320 $3.2M
Cowa, LLC 1.56% Add +208.0% 41,215 $3.2M
Ironsides Asset Advisors, LLC 0.92% Add +0.3% 18,242 $3.2M
Keystone Financial Group 0.31% Reduce -0.7% 18,183 $3.2M
Jaffetilchin Investment Partners, LLC 0.23% Add +4.5% 18,136 $3.2M
Avidian Wealth Enterprises, LLC 0.14% Add +1.5% 18,081 $3.2M
Qube Research & Technologies Ltd 0.01% Reduce -52.3% 18,065 $3.2M
Ashton Thomas Private Wealth, LLC 0.12% Add +60.0% 18,010 $3.2M
Kopp Family Office, LLC 2.00% No change 18,000 $3.2M
Gilman Hill Asset Management, LLC 0.54% Add +93.6% 17,842 $3.1M
International Assets Investment Management, LLC 0.26% New 17,873 $3.1M
CMG Global Holdings, LLC 1.72% Add +64.0% 17,163 $3.1M
Martel Wealth Advisors LLC 0.61% Reduce -2.7% 17,725 $3.1M
Patten & Patten Inc. 0.20% Reduce -3.5% 17,693 $3.1M
Precedent Wealth Partners, LLC 1.01% Add +9.5% 17,666 $3.1M
Moloney Securities Asset Management, LLC 0.41% Reduce -2.0% 17,525 $3.1M
Renasant Bank 1.99% Add +25.7% 17,516 $3.1M
TAP Consulting, LLC 0.63% Reduce -5.8% 17,468 $3.1M
Telos Capital Management, Inc. 0.33% Add +4.9% 17,425 $3.1M
Acorn Wealth Advisors, LLC 1.26% Add +27.9% 17,420 $3.1M
Flagstar Securities, Inc. 0.76% Add +65.9% 17,403 $3.0M
Bouchey Financial Group, Ltd. 0.27% Reduce -3.9% 17,305 $3.0M
Jordan Park Group LLC 0.22% New 17,200 $3.0M
WASHINGTON TRUST Co 0.11% Add +20.1% 17,160 $3.0M
Apexium Financial, LP 0.18% Add +14.8% 17,149 $3.0M
Wealthfront Advisers LLC 0.01% Add +4.3% 17,100 $3.0M
Brightwater Advisory LLC 2.35% Reduce -6.2% 17,093 $3.0M
PFG Advisors 0.18% Add +15.1% 17,072 $3.0M
Simplex Trading, LLC 0.08% New 16,996 $3.0M
First PREMIER Bank 0.76% Reduce -1.2% 16,947 $3.0M
Susquehanna International Group, LLP 0.00% Add +13.8% 16,909 $3.0M
Allegheny Financial Group 0.76% Add +26.7% 16,855 $3.0M
Mgo One Seven LLC 0.11% Reduce -13.6% 16,852 $3.0M
Birch Hill Investment Advisors LLC 0.14% New 16,790 $2.9M
Wingate Wealth Advisors, Inc. 2.88% — 16,753 $2.9M
First Heartland Consultants, Inc. 0.30% Add +236.2% 16,709 $2.9M
St Germain D J Co. Inc. 0.13% Add +2891.0% 16,600 $2.9M
Global Financial Private Client, LLC 1.09% Add +0.3% 16,578 $2.9M
SeaBridge Investment Advisors LLC 0.61% New 16,574 $2.9M
KPP Advisory Services LLC 0.68% Reduce -1.6% 16,380 $2.9M
Sagespring Wealth Partners, LLC 0.08% — 16,331 $2.9M
Fiduciary Group, LLC 0.29% Reduce -9.5% 16,307 $2.9M
Waterford Advisors, LLC 1.45% Reduce -0.5% 16,232 $2.8M
Alpha Omega Wealth Management LLC 0.54% Reduce -1.6% 16,231 $2.8M
PKS Advisory Services, LLC 0.71% — 16,204 $2.8M
Garner Asset Management Corp 1.29% Add +6.1% 16,201 $2.8M
Schrum Private Wealth Management LLC 2.38% Reduce -40.5% 16,017 $2.8M
Van Hulzen Asset Management, LLC 0.20% Add +24.7% 15,987 $2.8M
Delta Investment Management, LLC 0.54% Add +0.2% 15,911 $2.8M
Wealthspire Advisors, LLC 0.03% Add +27.2% 15,896 $2.8M
Mark Sheptoff Financial Planning, LLC 1.49% Add +47.6% 15,830 $2.8M
Krilogy Financial LLC 0.18% Reduce -20.6% 15,823 $2.8M
Summit Investment Advisors, Inc. 2.45% — 15,199 $2.8M
Verity Asset Management, Inc. 1.55% Reduce -4.5% 21,635 $2.7M
BigSur Wealth Management LLC 0.78% Reduce -9.8% 15,650 $2.7M
Private Trust Co. NA 0.28% Reduce -6.9% 15,534 $2.7M
Tsfg, LLC 0.55% Add +25.4% 15,346 $2.7M
Clear Harbor Asset Management, LLC 0.22% Add +7.3% 15,271 $2.7M
Guyasuta Investment Advisors Inc. 0.17% Add +34.3% 15,248 $2.7M
Wedbush Securities Inc. 0.09% Add +50.6% 15,082 $2.6M
Marco Investment Management LLC 0.23% Reduce -1.0% 15,078 $2.6M
Kingsview Wealth Management, LLC 0.05% Add +3.3% 15,078 $2.6M
Fiduciary Alliance LLC 0.27% Add +0.2% 15,074 $2.6M
Fortune Financial Advisors, LLC 2.40% Reduce -1.3% 15,072 $2.6M
Ardsley Advisory Partners LP 0.51% New 15,000 $2.6M
Prelude Capital Management, LLC 0.22% Add +153.3% 14,970 $2.6M
Jmac Enterprises LLC 0.41% Add +418.2% 14,899 $2.6M
Romano Brothers and Company 0.33% Add +44.3% 14,897 $2.6M
Oak Root LLC 0.34% Reduce -13.1% 14,830 $2.6M
Carolinas Wealth Consulting LLC 0.51% Reduce -44.6% 14,801 $2.6M
Analyst IMS Investment Management Services Ltd. 0.09% No change 14,780 $2.6M
Valmark Advisers, Inc. 0.04% Add +45.2% 14,760 $2.6M
Trueblood Wealth Management, LLC 1.27% Add +46.9% 14,697 $2.6M
Klingman & Associates, LLC 0.16% Reduce -4.5% 14,678 $2.6M
Davis R M Inc. 0.05% Reduce -0.2% 14,641 $2.6M
Arkos Global Advisors 0.38% Reduce -12.5% 14,609 $2.6M
Cahill Financial Advisors Inc. 0.35% Reduce -3.3% 14,595 $2.6M
Godshalk Welsh Capital Management, Inc. 1.65% Add +0.8% 14,558 $2.6M
Graypoint LLC 0.15% Add +16.3% 14,530 $2.5M
Atom Investors LP 0.31% Reduce -40.7% 14,463 $2.5M
Investment Management Corp. /Va/ 2.25% — 14,377 $2.5M
Rhumbline Advisers 0.00% Reduce -1.2% 14,363 $2.5M
Alterna Wealth Management, Inc. 2.12% Add +337.9% 14,356 $2.5M
Trust Co 0.29% Add +0.3% 14,354 $2.5M
BOK Financial Private Wealth, Inc. 0.18% Add +2.6% 14,305 $2.5M
GWN Securities Inc. 0.67% — 13,845 $2.5M
Tandem Investment Partners LLC 2.38% — 14,180 $2.5M
First National Trust Co 0.09% Add +1.1% 14,090 $2.5M
Coastal Bridge Advisors, LLC 0.62% Add +23.0% 14,048 $2.5M
Factorial Partners, LLC 1.41% No change 14,000 $2.5M
Charis Legacy Partners, LLC 5.00% — 13,985 $2.5M
Cambridge Capital Management, LLC 1.57% Reduce -0.5% 13,980 $2.4M
Allie Family Office LLC 1.36% Add +13.7% 13,939 $2.4M
Pacific Capital Wealth Advisors, Inc. 0.41% Reduce -4.3% 13,950 $2.4M
Compound Planning, Inc. 0.12% Reduce -10.3% 13,940 $2.4M
KWB Wealth 0.30% Reduce -1.4% 13,581 $2.4M
LexAurum Advisors, LLC 0.49% Add +56.7% 13,873 $2.4M
Tranquility Partners, LLC 0.91% Reduce -1.6% 13,870 $2.4M
Soundwatch Capital LLC 0.26% No change 13,819 $2.4M
Heritage Wealth Advisors 0.12% Add +4.2% 13,798 $2.4M
Daymark Wealth Partners, LLC 0.10% Reduce -7.3% 13,785 $2.4M
First Merchants Corp. 0.09% Add +10.5% 13,763 $2.4M
Cushing Capital Partners, LLC 2.30% — 13,625 $2.4M
ExodusPoint Capital Management, LP 0.02% New 13,617 $2.4M
Riverbend Wealth Management, LLC 2.11% — 13,502 $2.4M
Red Door Wealth Management, LLC 0.36% Reduce -3.5% 13,498 $2.4M
WMS Partners, LLC 0.13% Add +9.3% 13,441 $2.4M
Burns J W & Co. Inc. 0.30% Reduce -0.2% 13,426 $2.4M
Meadow Creek Wealth Advisors LLC 1.69% Add +4.9% 13,371 $2.3M
Western Wealth Management, LLC 0.13% Add +65.8% 13,348 $2.3M
Osborne Partners Capital Management, LLC 0.13% Reduce -10.6% 13,309 $2.3M
Citizens Financial Group Inc. 0.05% Add +39.4% 13,299 $2.3M
Regal Investment Advisors LLC 0.17% Reduce -36.9% 13,258 $2.3M
Curi Capital, LLC 0.05% Add +76.8% 13,177 $2.3M
Francis Financial, Inc. 0.59% Add +40.7% 13,170 $2.3M
Conservest Capital Advisors, Inc. 0.24% Add +0.6% 13,121 $2.3M
Monument Capital Management 0.63% Reduce -0.8% 13,110 $2.3M
Avestar Capital, LLC 0.21% Reduce -0.2% 13,099 $2.3M
Intellus Advisors LLC 0.40% — 13,097 $2.3M
Creative Financial Designs Inc. 0.19% Add +16.9% 13,027 $2.3M
Drexel Morgan & Co. 0.47% Add +37.6% 13,000 $2.3M
Farmers National Bank 0.66% — 12,983 $2.3M
First Commonwealth Financial Corp 0.53% New 12,942 $2.3M
Capital Analysts, LLC 0.09% Add +82.4% 12,939 $2.3M
Twelve Points Wealth Management LLC 0.65% Reduce -4.1% 12,924 $2.3M
BluePointe Capital Management, LLC 1.29% Add +15.8% 12,907 $2.3M
Belpointe Asset Management LLC 0.14% Reduce -5.0% 12,815 $2.3M
Meridian Wealth Management, LLC 0.11% Reduce -17.9% 12,846 $2.3M
Provident Wealth Management, LLC 0.75% Reduce -25.9% 12,783 $2.2M
Epiq Partners, LLC 1.26% Add +142.5% 12,735 $2.2M
Laraway Financial Advisors Inc 1.71% Add +0.1% 12,690 $2.2M
Johnson Investment Counsel Inc. 0.02% Add +17.6% 12,660 $2.2M
Milestone Asset Management, LLC 0.49% Add +19.7% 12,609 $2.2M
Battery Global Advisors, LLC 1.18% Add +0.3% 12,544 $2.2M
Welch Capital Partners LLC 0.47% No change 12,488 $2.2M
Discovery Capital Management, LLC / CT 0.15% No change 12,441 $2.2M
MTM Investment Management, LLC 0.84% Reduce -8.0% 12,404 $2.2M
Freestone Capital Holdings, LLC 0.08% Reduce -13.4% 12,388 $2.2M
Carret Asset Management, LLC 0.24% Add +11.6% 12,382 $2.2M
MJP Associates Inc. 0.39% Reduce -5.5% 12,306 $2.2M
Tiaa Trust, National Association 0.01% Reduce -0.7% 12,301 $2.2M
Chicago Partners Investment Group LLC 0.07% No change 12,258 $2.2M
Dodds Wealth, LLC 0.69% Add +0.6% 11,827 $2.1M
Quadcap Wealth Management, LLC 0.31% Add +4.6% 12,198 $2.1M
Intellectus Partners, LLC 0.47% Add +5.0% 12,127 $2.1M
AssuredPartners Investment Advisors, LLC 0.41% — 12,111 $2.1M
Kennicott Capital Management LLC 1.09% No change 12,103 $2.1M
Everest Private Wealth 1.86% — 12,076 $2.1M
BTC Capital Management, Inc. 0.19% No change 12,000 $2.1M
TFR Capital, LLC. 1.04% — 11,924 $2.1M
Leo Wealth, LLC 0.19% New 11,918 $2.1M
Arcus Capital Partners, LLC 0.66% Add +45.0% 12,322 $2.1M
CoreFirst Bank & Trust 1.24% Reduce -3.3% 11,899 $2.1M
American Capital Advisory, LLC 1.15% Add +5.7% 11,897 $2.1M
Noble Wealth Management PBC 1.44% — 11,821 $2.1M
Procyon Advisors, LLC 0.13% Add +88.8% 11,809 $2.1M
Boothe Investment Group, Inc. 0.90% Add +1.6% 11,786 $2.1M
Teamwork Financial Advisors, LLC 0.27% New 11,767 $2.1M
Tudor Financial Inc. 1.20% Add +14.5% 11,718 $2.1M
Kornitzer Capital Management Inc. 0.04% Reduce -23.1% 11,715 $2.1M
Triangle Securities Wealth Management 0.52% Reduce -4.0% 11,655 $2.0M
Macroview Investment Management LLC 2.07% Add +4.3% 11,643 $2.0M
Pension & Wealth Management Advisors, Inc. 0.81% Add +3105.5% 11,636 $2.0M
SlateStone Wealth, LLC 0.20% Add +22.1% 11,617 $2.0M
Flagship Harbor Advisors, LLC 0.11% Add +583.9% 11,606 $2.0M
BKM Wealth Management, LLC 0.83% Add +4.7% 11,600 $2.0M
AlphaStar Capital Management, LLC 0.21% Reduce -1.0% 11,589 $2.0M
Greykasell Wealth Strategies, Inc. 1.13% — 11,573 $2.0M
Patriot Investment Management Group, Inc. 0.15% No change 11,566 $2.0M
Asset Allocation & Management Company, LLC 1.10% No change 11,468 $2.0M
Outlook Wealth Advisors, LLC 0.58% Reduce -5.3% 11,432 $2.0M
Alpha Cubed Investments, LLC 0.09% Reduce -11.5% 11,377 $2.0M
Costello Asset Management, INC 1.31% Add +151.8% 11,329 $2.0M
Grant/GrossMendelsohn, LLC 1.03% Reduce -1.5% 11,221 $2.0M
PFG Investments, LLC 0.12% Add +13.8% 11,082 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -1.6% 11,060 $1.9M
Journey Strategic Wealth LLC 0.07% Add +21.2% 11,018 $1.9M
Advisory Research Inc. 0.32% Add +0.0% 11,001 $1.9M
Empowered Funds, LLC 0.03% New 10,991 $1.9M
NCM Capital Management, LLC 0.86% Add +0.1% 10,940 $1.9M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -6.1% 10,939 $1.9M
Bantamac Capital, LLC 0.86% Reduce -9.8% 10,935 $1.9M
Kovack Advisors, Inc. 0.19% Add +14.3% 10,902 $1.9M
Biondo Investment Advisors, LLC 0.26% Add +1.1% 10,842 $1.9M
AdvisorNet Financial, Inc 0.16% Add +11.0% 10,741 $1.9M
Main Street Financial Solutions, LLC 0.18% Reduce -0.1% 10,658 $1.9M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -2.6% 10,641 $1.9M
Whittier Trust Co. 0.02% Add +6.0% 10,593 $1.9M
EagleClaw Capital Managment, LLC 0.29% Add +1.4% 10,580 $1.9M
Atlanta Consulting Group Advisors, LLC 0.68% Reduce -67.0% 10,543 $1.8M
Parisi Gray Wealth Management 0.59% Add +0.1% 10,540 $1.8M
Trail Ridge Investment Advisors, LLC 0.87% Add +11.0% 10,499 $1.8M
Sunbelt Securities, Inc. 0.16% Add +7.1% 10,491 $1.8M
Pinnacle Wealth Planning Services, Inc. 0.28% Add +33.1% 10,461 $1.8M
Magnolia Capital Advisors LLC 0.47% New 10,383 $1.8M
Net Worth Advisory Group 0.55% Add +15.4% 10,383 $1.8M
Creekside Partners 0.94% Reduce -2.8% 10,341 $1.8M
Bangor Savings Bank 0.17% Add +31.1% 10,245 $1.8M
Blueprint Investment Partners LLC 0.28% Add +247.5% 10,189 $1.8M
EPG Wealth Management LLC 0.47% Reduce -0.8% 10,134 $1.8M
Norris Financial Group, LLC 0.83% Reduce -77.5% 10,077 $1.8M
American Investment Services, Inc. 0.31% Reduce -11.1% 10,046 $1.8M
Fearless Solutions, LLC dba Best Invest 1.34% — 10,017 $1.8M
Signaturefd, LLC 0.03% Reduce -0.5% 9,976 $1.7M
New Wave Wealth Advisors LLC 0.71% Reduce -3.9% 9,941 $1.7M
Keene & Associates, Inc. 1.39% Add +0.6% 9,901 $1.7M
Root Financial Partners, LLC 0.21% Add +7.1% 9,892 $1.7M
Rench Wealth Management, Inc. 0.59% New 9,806 $1.7M
WealthPLAN Partners, LLC 0.24% Add +4.7% 9,730 $1.7M
Country Club Bank 0.11% Reduce -0.5% 9,721 $1.7M
TrueWealth Advisors, LLC 0.57% Reduce -56.5% 9,667 $1.7M
YHB Investment Advisors, Inc. 0.14% Add +372.2% 9,657 $1.7M
Natixis 0.01% New 9,500 $1.7M
Mountain Pacific Investment Advisers LLC 0.12% Reduce -1.1% 9,499 $1.7M
Seelaus Asset Management LLC 1.54% Add +3.1% 9,497 $1.7M
Abound Financial, LLC 0.84% — 9,457 $1.7M
Sharkey, Howes & Javer 0.23% Reduce -30.2% 9,442 $1.7M
Old National Bancorp 0.04% Add +5.1% 9,414 $1.6M
Grove Bank & Trust 0.23% No change 9,401 $1.6M
Milestone Asset Management Group, LLC 1.47% — 9,389 $1.6M
Consolidated Portfolio Review Corp 0.26% Reduce -0.9% 9,386 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +25.3% 9,380 $1.6M
Private Portfolio Partners LLC 0.30% Add +27.6% 9,380 $1.6M
Rockbridge Investment Management, LCC 0.21% Add +19.1% 9,371 $1.6M
Financial Counselors Inc. 0.02% Add +5.7% 9,319 $1.6M
Manske Wealth Management 0.65% — 9,308 $1.6M
Savant Capital, LLC 0.01% Add +9.0% 9,291 $1.6M
Cypress Asset Management Inc. 0.40% Add +36.3% 8,487 $1.6M
LGL Partners, LLC 0.23% Add +0.4% 9,230 $1.6M
Moors & Cabot, Inc. 0.08% Add +45.8% 9,213 $1.6M
Delos Wealth Advisors, LLC 1.28% Add +19.1% 9,194 $1.6M
one8zero8, LLC 0.35% — 9,184 $1.6M
Dale Q Rice Investment Management Ltd 0.70% — 9,147 $1.6M
Richard W. Paul & Associates, LLC 0.58% Reduce -8.3% 9,103 $1.6M
Global Assets Advisory, LLC 0.88% Reduce -3.5% 9,121 $1.6M
WESPAC Advisors, LLC 1.17% New 9,038 $1.6M
Marshall Wace, LLP 0.00% New 9,000 $1.6M
Sincerus Advisory, LLC 1.69% — 8,981 $1.6M
Coastline Trust Co 0.18% Reduce -0.2% 8,978 $1.6M
Litman Gregory Wealth Management LLC 0.14% Reduce -1.2% 8,937 $1.6M
Prairiewood Capital, LLC 0.67% No change 8,915 $1.6M
Wesbanco Bank Inc. 0.05% New 8,900 $1.6M
OMNI 360 Wealth, Inc. 1.03% Add +27.7% 8,835 $1.5M
UMB Bank, n.a. 0.02% Reduce -0.8% 8,816 $1.5M
Bigelow Investment Advisors, LLC 0.72% Add +13.5% 8,789 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -1.0% 8,779 $1.5M
Hillman Capital Management, Inc. 0.57% New 8,778 $1.5M
Beaton Management Co. Inc. 0.77% Add +2.4% 8,707 $1.5M
Ascentis Independent Advisors 0.29% Reduce -33.8% 8,651 $1.5M
Merit Financial Group, LLC 0.03% Add +11.3% 8,623 $1.5M
ProVise Management Group, LLC 0.13% Reduce -59.7% 8,573 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% New 8,570 $1.5M
Beck Bode, LLC 0.27% Reduce -35.0% 8,521 $1.5M
Menora Mivtachim Holdings LTD. 0.01% Add +142.9% 8,500 $1.5M
Moody LYNN Lieberson & Walker, LLC 0.09% Add +12.7% 8,484 $1.5M
M&T Bank Corp 0.01% Reduce -10.9% 8,456 $1.5M
Independence Bank of Kentucky 0.23% Add +187.6% 8,452 $1.5M
Peregrine Asset Advisers, Inc. 0.55% Reduce -1.5% 8,449 $1.5M
Evermay Wealth Management LLC 0.22% No change 8,440 $1.5M
Argent Trust Co 0.06% Add +20.1% 8,438 $1.5M
Strategic Wealth Partners, Ltd. 0.12% Reduce -86.4% 8,136 $1.5M
Freedom Day Solutions, LLC 0.44% New 8,404 $1.5M
Deltec Asset Management LLC 0.29% New 8,400 $1.5M
OneAscent Financial Services LLC 0.13% New 8,392 $1.5M
Edge Capital Group, LLC 0.07% Add +0.6% 8,373 $1.5M
AmeriServ Wealth Advisors 0.79% — 8,360 $1.5M
Fortis Capital Advisors, LLC 0.50% Reduce -5.8% 8,315 $1.5M
Darwin Wealth Management, LLC 0.49% Reduce -24.5% 8,325 $1.5M
AE Wealth Management LLC 0.01% Reduce -34.6% 8,296 $1.5M
Purkiss Capital Advisors LLC 1.25% — 8,294 $1.5M
Parallax Volatility Advisers, L.P. 0.04% New 8,264 $1.4M
MN Wealth Advisors, LLC 0.81% Add +28.2% 8,208 $1.4M
Farmers Trust Co. 0.27% Add +36.2% 8,184 $1.4M
Carrera Capital Advisors 0.34% Reduce -25.4% 8,167 $1.4M
Blue Capital, Inc. 1.01% — 8,144 $1.4M
Patten Group, Inc. 0.32% Reduce -0.6% 8,133 $1.4M
Townsquare Capital LLC 0.02% Reduce -17.2% 8,038 $1.4M
Alexander Labrunerie & Co., Inc. 0.63% No change 8,029 $1.4M
Commerce Bank 0.01% Add +28.6% 8,028 $1.4M
Ameraudi Asset Management, Inc. 0.77% New 8,007 $1.4M
Advance Capital Management, Inc. 0.06% Add +7.3% 7,910 $1.4M
ARK & TLK Investments, LLC 0.48% Add +5.7% 7,905 $1.4M
L.M. Kohn & Company 0.36% Add +8.0% 7,902 $1.4M
Aprio Wealth Management, LLC 0.20% Add +12.9% 7,866 $1.4M
American Institute for Advanced Investment Management, LLP 1.03% Reduce -1.4% 7,858 $1.4M
Per Stirling Capital Management, LLC. 0.19% Add +19.0% 7,802 $1.4M
Ardent Capital Management, Inc. 0.62% No change 7,755 $1.4M
Cornerstone Wealth Management, LLC 0.09% Add +6.0% 7,745 $1.4M
EFG Asset Management (Americas) Corp. 0.26% Reduce -8.8% 7,740 $1.4M
Keystone Wealth Services, LLC 0.36% Add +34.6% 7,737 $1.4M
YANKCOM Partnership 0.72% — 7,700 $1.3M
Marks Group Wealth Management, Inc 0.13% No change 7,692 $1.3M
Townsend Asset Management Corp. /NC/ 0.49% Add +8.0% 7,684 $1.3M
Walleye Capital LLC 0.01% Reduce -25.5% 7,670 $1.3M
Carr Financial Group Corp 0.42% Reduce -2.7% 7,663 $1.3M
Hartford Financial Management Inc. 0.27% Reduce -0.3% 7,653 $1.3M
Regions Financial Corp. 0.01% Add +10.9% 7,625 $1.3M
Andina Capital Management, LLC 1.08% Add +37.7% 7,592 $1.3M
Keebeck Wealth Management 0.19% No change 7,591 $1.3M
Diligent Investors, LLC 0.30% Reduce -7.3% 7,555 $1.3M
Rossmore Private Capital 0.16% Add +3.8% 7,517 $1.3M
Brighton Jones LLC 0.04% Add +3.4% 7,516 $1.3M
Bawa N Mallick Trust 0.58% — 7,504 $1.3M
Founders Financial Alliance, LLC 0.36% Add +100.6% 7,501 $1.3M
Capital Management Associates 1.55% No change 7,500 $1.3M
Vega Investment Solutions 1.08% — 7,462 $1.3M
Vertex Planning Partners, LLC 0.29% Reduce -5.7% 7,452 $1.3M
Sandbox Financial Partners, LLC 0.44% Reduce -9.4% 7,447 $1.3M
Banque Pictet & Cie SA 0.01% Add +123.6% 7,425 $1.3M
Avant Capital LLC 1.08% — 7,422 $1.3M
Samalin Investment Counsel, LLC 0.56% Add +1.2% 7,411 $1.3M
SageView Advisory Group, LLC 0.06% Add +14.9% 7,398 $1.3M
Elevation Wealth Partners, LLC 0.55% Reduce -68.0% 7,374 $1.3M
West Oak Capital, LLC 0.68% Add +75.7% 7,360 $1.3M
Nvwm, LLC 0.32% Add +4.3% 7,313 $1.3M
Topsail Wealth Management, LLC 0.27% — 7,311 $1.3M
Salomon & Ludwin, LLC 0.13% Reduce -0.2% 7,269 $1.3M
Trust Co. of Toledo NA 0.17% No change 7,238 $1.3M
K2 Financial Inc. 1.25% — 7,225 $1.3M
Mather Group, Llc. 0.02% Reduce -0.6% 7,149 $1.3M
Beacon Financial Advisory LLC 0.41% Add +10.1% 7,109 $1.2M
Verdence Capital Advisors LLC 0.10% Add +0.1% 7,095 $1.2M
Alliance Wealth Management Group 0.33% No change 7,049 $1.2M
Towercrest Capital Management 0.20% No change 7,049 $1.2M
PCG Wealth Advisors, LLC 0.46% Add +60.9% 7,040 $1.2M
Vigilare Wealth Management 0.50% Add +199.2% 6,981 $1.2M
Prepared Retirement Institute LLC 0.70% Add +18.3% 6,955 $1.2M
Lionsbridge Wealth Management LLC 1.02% Add +33.2% 6,934 $1.2M
Ibex Wealth Advisors 0.14% New 6,933 $1.2M
Hollencrest Capital Management 0.05% Add +0.0% 6,931 $1.2M
Aries Wealth Management 0.33% Add +22.3% 6,926 $1.2M
Caitlin John, LLC 0.82% Add +114.1% 6,925 $1.2M
Edge Wealth Management LLC 0.25% Add +122.2% 6,918 $1.2M
Circle Wealth Management, LLC 0.03% Add +2.7% 6,895 $1.2M
JGP Wealth Management, LLC 0.16% Reduce -2.4% 6,873 $1.2M
Spreng Capital Management, Inc. 0.54% Add +89.0% 6,862 $1.2M
RDA Financial Network 0.35% Reduce -0.4% 6,852 $1.2M
Grantvest Financial Group LLC 1.34% — 6,847 $1.2M
360 Financial, Inc. 0.43% Reduce -39.9% 6,843 $1.2M
Retirement Planning Group, LLC 0.06% Add +115.0% 6,841 $1.2M
Hickory Asset Management, Inc. 1.02% — 6,841 $1.2M
Donald L. Hagan, LLC 0.62% Add +68.2% 6,839 $1.2M
Legacy PCG, LLC 0.84% New 6,744 $1.2M
Optimum Investment Advisors 0.52% Add +5.7% 6,718 $1.2M
Good Life Advisors, LLC 0.09% Reduce -59.3% 6,712 $1.2M
Madison Park Capital Advisors, LLC 0.94% Reduce -1.9% 6,694 $1.2M
Second Half Financial Partners, LLC 0.57% Reduce -0.8% 6,672 $1.2M
SteelPeak Wealth, LLC 0.05% Add +12.7% 6,603 $1.2M
Axis Wealth Partners, LLC 0.97% — 6,602 $1.2M
Syverson Strege & Co 0.39% No change 6,597 $1.2M
Retirement Investment Advisors, Inc. 0.12% No change 6,590 $1.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.28% No change 6,595 $1.2M
Erste Asset Management GmbH 0.01% Reduce -11.2% 160,000 $1.1M
Mascagni Wealth Management, Inc. 1.14% — 6,636 $1.1M
Wellington Shields Capital Management, LLC 0.20% Add +22.4% 6,550 $1.1M
JTC Employer Solutions Trustee Ltd 0.08% New 6,153 $1.1M
Financial Advisory Corp 0.20% — 6,521 $1.1M
Strategic Blueprint, LLC 0.07% Add +29.6% 6,502 $1.1M
Sax Wealth Advisors, LLC 0.09% Add +60.7% 6,490 $1.1M
Visionary Wealth Advisors 0.07% Add +2.6% 6,486 $1.1M
Insight Advisors, LLC/ PA 0.19% Reduce -0.5% 6,483 $1.1M
Sig Brokerage, LP 0.53% — 6,464 $1.1M
CPC Advisors, LLC 0.15% Add +170.9% 6,445 $1.1M
Stephens Consulting, LLC 0.28% Reduce -0.1% 6,413 $1.1M
KCM Investment Advisors LLC 0.04% Reduce -10.6% 6,381 $1.1M
Arlington Trust Co LLC 0.23% Add +9.8% 6,370 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +1.0% 6,360 $1.1M
Lionshead Wealth Management, LLC 0.81% — 6,356 $1.1M
Berkshire Asset Management LLC 0.05% Add +1.1% 6,105 $1.1M
Barrett & Company, Inc. 0.47% Add +0.0% 6,330 $1.1M
Davies Financial Advisors, Inc. 0.94% Add +0.3% 6,324 $1.1M
West Coast Financial LLC 0.12% No change 6,310 $1.1M
Evelyn Partners Investment Management (Europe) Ltd 0.40% — 6,300 $1.1M
Burling Wealth Partners, LLC 0.23% — 6,299 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +0.5% 6,277 $1.1M
MGB Wealth Management, LLC 0.34% Reduce -0.1% 6,275 $1.1M
Channel Wealth LLC 0.36% Add +149.3% 6,268 $1.1M
Bay Capital Advisors, LLC 0.88% — 6,262 $1.1M
HHM Wealth Advisors, LLC 0.15% No change 6,246 $1.1M
Ridgepath Capital Management LLC 0.50% New 6,167 $1.1M
XTX Topco Ltd 0.09% New 6,159 $1.1M
Venturi Wealth Management, LLC 0.05% Add +105.0% 6,137 $1.1M
Principal Financial Group Inc. 0.00% No change 6,133 $1.1M
Colorado Capital Management, Inc. 0.52% Add +0.9% 6,124 $1.1M
Opulen Financial Group LLC 0.97% — 6,100 $1.1M
Perkins Coie Trust Co 0.23% No change 6,083 $1.1M
JFS Wealth Advisors, LLC 0.07% No change 6,034 $1.1M
1832 Asset Management L.P. 0.00% No change 6,020 $1.1M
JBF Capital, Inc. 0.18% No change 6,000 $1.1M
Sentry LLC 0.20% Reduce -1.7% 5,992 $1.0M
American Financial Advisors, LLC 0.15% Reduce -3.6% 5,977 $1.0M
Alpha Financial Partners LLC 0.83% Add +18.2% 5,970 $1.0M
Disciplined Investors, L.L.C. 1.01% — 5,975 $1.0M
Cambridge Advisors Inc. 0.23% No change 5,952 $1.0M
Hassell Wealth Management, LLC 0.42% Add +0.1% 5,747 $1.0M
Leigh Baldwin & Co., LLC 0.88% — 5,938 $1.0M
Baldwin Investment Management, LLC 0.14% Reduce -9.4% 5,936 $1.0M
Mosaic Family Wealth Partners, LLC 0.15% Add +6.4% 5,923 $1.0M
Flagship Private Wealth, LLC 0.50% Reduce -5.3% 5,915 $1.0M
Yarger Wealth Strategies, LLC 0.59% Add +0.3% 5,837 $1.0M
Peak Retirement Planning, Inc. 0.69% — 3,750 $1.0M
Bridges Investment Management Inc. 0.01% Reduce -6.1% 5,820 $1.0M
Mainstay Capital Management LLC 0.15% Add +44.5% 5,818 $1.0M
Howard Capital Management Group, LLC 0.07% No change 5,767 $1.0M
Perennial Investment Advisors, LLC 0.12% Add +7.5% 5,729 $1.0M
Pictet North America Advisors SA 0.09% No change 5,690 $997K
PCA Investment Advisory Services Inc. 0.46% Reduce -3.6% 5,689 $997K
Collective Family Office LLC 0.27% Add +164.6% 5,688 $997K
Becker Capital Management Inc. 0.03% No change 5,684 $996K
Ted Buchan & Co 0.47% Reduce -10.9% 5,682 $996K
Up Strategic Wealth Investment Advisors LLC 0.99% No change 5,667 $993K
Coordinated Financial Services, Inc. 0.78% — 5,645 $989K
JMG Financial Group, Ltd. 0.03% Reduce -0.5% 5,633 $987K
TrinityPoint Wealth, LLC 0.14% No change 5,612 $983K
Obermeyer Wealth Partners 0.05% Add +0.9% 5,592 $980K
Roman Butler Fullerton & Co. 0.31% Add +96.2% 5,368 $979K
Autumn Glory Partners, LLC 0.48% Add +4.1% 5,579 $978K
Criterion Capital Advisors, LLC 0.61% No change 5,935 $975K
Chemistry Wealth Management LLC 0.23% No change 5,549 $972K
Summit Wealth Partners, LLC 0.20% Reduce -16.3% 5,514 $966K
Cora Capital Advisors LLC 0.47% No change 5,510 $965K
Tilia Fiduciary Partners, Inc. 0.66% Reduce -3.2% 5,483 $961K
Exchange Traded Concepts, LLC 0.02% Add +500.0% 5,472 $959K
Covenant Asset Management, LLC 0.21% Add +1.6% 5,457 $956K
Legacy Wealth Management, LLC / MS 0.38% Add +5.4% 5,426 $951K
Novare Capital Management LLC 0.08% Add +3.3% 5,426 $951K
Monte Financial Group, LLC 0.41% Add +0.4% 5,425 $951K
Correct Capital Wealth Management 0.19% No change 5,419 $950K
Heritage Wealth Management, Inc. 0.32% Add +233.5% 5,410 $948K
Legacy Financial Strategies, LLC 0.20% Add +0.3% 5,421 $947K
Sandy Spring Bank 0.04% Reduce -2.1% 5,399 $946K
Greenfield Savings Bank 0.45% Reduce -2.8% 5,389 $944K
Montag & Caldwell, LLC 0.20% Reduce -0.7% 5,388 $944K
Rehmann Capital Advisory Group 0.06% Add +155.1% 5,359 $939K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -5.8% 5,349 $937K
Northwest Financial Advisors 0.77% Add +5.2% 5,347 $937K
Cardiff Park Advisors, LLC 0.09% Add +0.1% 5,328 $934K
Ocean Park Asset Management, LLC 0.03% New 5,320 $932K
Coppell Advisory Solutions LLC 0.13% Reduce -1.4% 5,306 $928K
First Hawaiian Bank 0.03% No change 5,265 $923K
AMJ Financial Wealth Management 0.25% Add +0.4% 5,212 $913K
Members Wealth LLC 0.68% — 5,047 $907K
Prudential Financial Inc. 0.00% New 5,160 $904K
Van Den Berg Management I, Inc. 0.26% Reduce -3.7% 5,150 $902K
GSG Advisors LLC 0.28% Add +9.6% 5,129 $899K
Horizon Kinetics Asset Management LLC 0.01% Add +64.8% 5,115 $896K
Clientfirst Wealth Management, LLC 0.90% — 5,096 $893K
Willis Johnson & Associates, Inc. 0.07% Add +7.9% 5,094 $893K
Woodard & Co. Asset Management Group Inc. 0.19% Add +9.2% 5,053 $885K
North Star Investment Management Corp. 0.06% Reduce -11.4% 5,029 $881K
Rooted Wealth Advisors, Inc. 0.34% Add +2.3% 5,019 $881K
Diversify Wealth Management, LLC 0.07% New 5,072 $879K
XY Planning Network, Inc. 0.66% — 5,011 $878K
IFG Advisory, LLC 0.05% New 4,945 $867K
Journey Advisory Group, LLC 0.10% No change 5,274 $866K
Castleview Partners, LLC 0.46% Reduce -6.0% 4,929 $861K
Moore Capital Management, LP 0.02% Reduce -97.7% 4,912 $861K
Ehrlich Financial Group 0.61% Reduce -2.7% 4,912 $861K
Zions Bancorporation, N.A. 0.05% No change 4,900 $859K
Willis Investment Counsel 0.06% New 4,891 $857K
AllSquare Wealth Management LLC 0.49% Reduce -1.6% 4,889 $857K
Mycio Wealth Partners, LLC 0.21% Add +0.3% 4,884 $856K
EverSource Wealth Advisors, LLC 0.05% Reduce -8.4% 4,884 $856K
Stonegate Investment Group, LLC 0.02% New 4,879 $855K
Arrien Investments, Inc. 0.61% New 4,650 $850K
Acas, LLC 0.62% Add +8.0% 4,635 $840K
D L Carlson Investment Group Inc. 0.15% Add +1.3% 4,771 $836K
Harmony Asset Management LLC 0.33% Reduce -3.7% 4,752 $833K
FLP Wealth Management, LLC 2.13% — 4,751 $833K
Cambria Investment Management, L.P. 0.05% New 4,745 $831K
Moulton Wealth Management, Inc. 0.64% Reduce -12.0% 4,740 $831K
Wealthspire Retirement, LLC 0.07% Reduce -0.4% 4,729 $829K
Everett Harris & Co. 0.01% No change 4,702 $824K
McCarter Private Wealth Services LLC 0.52% Add +6.5% 4,691 $822K
Cooksen Wealth, LLC 0.75% Add +12.0% 4,632 $812K
Mirador Capital Partners LP 0.15% Reduce -15.4% 4,627 $811K
Crossmark Global Holdings, Inc. 0.01% No change 4,624 $810K
Bolthouse Investments, LLC 0.75% — 4,616 $809K
Alteri Wealth LLC 0.22% — 4,616 $809K
Elmwood Wealth Management, Inc. 0.33% Reduce -12.2% 4,610 $808K
Arrowroot Family Office, LLC 0.42% Add +7.0% 4,581 $803K
Cascade Financial Partners, LLC 0.10% No change 4,576 $802K
Cathy Pareto & Associates, Inc. 0.73% — 4,560 $799K
SeaCrest Wealth Management, LLC 0.08% Add +2.5% 4,543 $796K
Annex Advisory Services, LLC 0.02% No change 4,527 $793K
Register Financial Advisors LLC 0.40% Reduce -10.0% 4,520 $792K
Lathrop Investment Management Co. 0.15% Add +71.0% 4,522 $792K
Tennessee Valley Asset Management Partners 0.13% Reduce -24.1% 4,516 $791K
LongView Wealth Management 0.24% Reduce -6.5% 4,514 $791K
Carmel Capital Partners, LLC 0.32% Reduce -71.5% 4,512 $791K
Smithfield Trust Co 0.04% No change 4,493 $789K
Alphadyne Asset Management LP 0.33% No change 4,500 $789K
Bluesphere Advisors LLC 0.39% No change 4,497 $788K
Key Client Fiduciary Advisors, LLC 0.35% Reduce -1.0% 4,490 $787K
Centricity Wealth Management, LLC 0.73% — 4,488 $786K
Rainier Family Wealth Inc. 0.95% — 4,482 $785K
Principle Wealth Partners LLC 0.06% No change 4,464 $782K
Quadrant Capital Group LLC 0.05% Reduce -36.1% 4,464 $782K
Fortitude Financial, LLC 0.44% — 4,454 $780K
CSM Advisors, LLC 0.04% No change 4,450 $780K
Vista Investment Management 0.30% Add +39.2% 4,445 $779K
MorganRosel Wealth Management, LLC 0.26% No change 4,445 $779K
Wealth Architects, LLC 0.09% Add +1.1% 4,388 $769K
One Capital Management, LLC 0.03% No change 4,367 $765K
SVB Wealth LLC 0.01% New 4,367 $765K
Forum Financial Management, LP 0.01% Add +6.3% 4,367 $765K
J. W. Coons Advisors, LLC 0.20% Reduce -7.1% 4,343 $761K
Benchmark Investment Advisors LLC 0.49% Reduce -3.3% 4,340 $760K
Signature Estate & Investment Advisors LLC 0.02% Add +72.5% 4,310 $755K
Mission Creek Capital Partners, Inc. 0.16% Reduce -0.2% 4,309 $755K
Grandfield & Dodd, LLC 0.05% Add +23.0% 4,280 $750K
Evergreen Capital Management LLC 0.02% Add +0.8% 4,278 $750K
Avior Wealth Management, LLC 0.03% Add +1.5% 4,272 $749K
Salem Investment Counselors Inc. 0.02% Reduce -3.6% 4,268 $748K
Professional Financial Advisors, LLC 0.19% Reduce -4.7% 4,245 $744K
MBE Wealth Management, LLC 0.42% Add +18.0% 4,236 $742K
New Century Financial Group, LLC 0.32% Add +11.2% 4,208 $742K
Beacon Capital Management, LLC 0.10% Add +2.0% 4,223 $740K
Old Port Advisors 0.21% Reduce -3.3% 4,181 $733K
Onyx Bridge Wealth Group LLC 0.11% Add +12.3% 4,180 $732K
Conscious Wealth Investments, LLC 0.50% Reduce -8.8% 4,058 $731K
Duncan Williams Asset Management, LLC 0.29% New 4,164 $730K
Investment Planning Advisors, Inc. 0.32% Reduce -3.3% 4,164 $730K
Flaharty Asset Management, LLC 0.11% Add +1.0% 4,156 $728K
American National Bank & Trust 0.08% Add +50.6% 4,151 $727K
Runnymede Capital Advisors, Inc. 0.64% — 4,150 $727K
WoodTrust Financial Corp 0.10% No change 4,130 $724K
Radnor Capital Management, LLC 0.12% Reduce -9.1% 4,122 $722K
Richmond Investment Services, LLC 0.41% — 4,119 $722K
LJI Wealth Management, LLC 0.14% No change 4,093 $717K
Valued Retirements, Inc. 0.97% New 4,091 $717K
National Wealth Management Group, LLC 0.47% Reduce -24.1% 4,056 $711K
CWA Asset Management Group, LLC 0.04% Reduce -16.8% 4,046 $709K
Essential Planning, LLC. 0.00% Add +100.0% 4,000 $709K
Abound Wealth Management 0.23% Add +1.6% 4,031 $706K
Wealth Alliance, LLC 0.08% Add +1.2% 4,015 $704K
TFB Advisors LLC 0.20% Add +32.4% 4,013 $703K
Meriwether Wealth & Planning, LLC 0.50% — 4,000 $701K
Austin Asset Management Co Inc 0.15% No change 4,000 $701K
Culbertson A N & Co. Inc. 0.11% Add +126.7% 3,971 $696K
Nautilus Advisors LLC 0.55% — 3,964 $695K
Avaii Wealth Management, LLC 0.34% Add +47.5% 3,959 $694K
Delta Financial Group, Inc. 0.16% Add +3.3% 3,953 $693K
Accel Wealth Management 0.26% Add +5.0% 3,954 $693K
Segment Wealth Management, LLC 0.05% No change 3,950 $692K
Phraction Management LLC 0.26% No change 3,943 $691K
Hidden Cove Wealth Management, LLC 0.56% — 3,919 $687K
TruWealth Advisors, LLC 0.04% Add +0.1% 3,900 $683K
Essex Bank 0.17% Add +7.7% 3,890 $682K
Rosenberg Matthew Hamilton 0.18% Reduce -4.9% 3,890 $682K
Sterling Capital Management LLC 0.01% Reduce -44.0% 3,883 $680K
RIA Advisory Group LLC 0.23% Reduce -30.8% 3,878 $680K
Latko Wealth Management, Ltd. 0.40% Add +14.4% 3,877 $679K
Callan Capital, LLC 0.05% No change 3,867 $678K
Total Clarity Wealth Management, Inc. 0.22% New 3,847 $674K
Assetmark, Inc. 0.00% Add +84.1% 3,846 $674K
MKT Advisors LLC 0.29% Add +0.0% 3,726 $671K
First City Capital Management, Inc. 0.36% Add +5.5% 3,821 $670K
JT Stratford LLC 0.11% Reduce -1.9% 3,795 $665K
Selway Asset Management 0.26% Add +22.7% 3,788 $664K
Stokes Family Office, LLC 0.07% No change 3,768 $660K
Wambolt & Associates, LLC 0.21% Reduce -5.0% 3,763 $659K
Betterment LLC 0.00% Add +18.8% 3,759 $659K
WealthTrust Axiom LLC 0.20% Add +0.8% 3,757 $658K
Morton Capital Management LLC 0.12% Reduce -8.4% 3,752 $657K
Wood Tarver Financial Group, LLC 0.22% — 3,753 $657K
Panoramic Investment Advisors, LLC 0.43% Add +9.1% 3,748 $657K
Unconventional Investor, LLC 0.40% Add +1.1% 3,736 $655K
Charter Research & Investment Group, Inc. 0.50% No change 3,724 $653K
Cura Wealth Advisors, LLC 0.29% — 3,724 $653K
ICW Investment Advisors LLC 0.27% Add +0.3% 3,723 $652K
Meridian Wealth Advisors, LLC 0.11% Add +23.3% 3,699 $648K
Sovran Advisors, LLC 0.09% — 3,677 $647K
Encompass More Asset Management 0.21% Add +24.8% 3,686 $646K
Glenview Trust Co 0.01% Add +0.3% 3,652 $640K
Northwest Wealth Management, LLC 0.14% Reduce -21.9% 3,648 $639K
Comprehensive Financial Planning, Inc. 0.54% — 3,644 $639K
Kingswood Wealth Advisors, LLC 0.05% Reduce -8.9% 3,624 $635K
Ingalls & Snyder LLC 0.03% Add +1.6% 3,626 $635K
Kelleher Financial Advisors 0.24% Add +185.1% 3,612 $633K
Belvedere Trading LLC 0.05% New 3,604 $632K
Institute for Wealth Management, LLC. 0.08% Add +17.1% 3,601 $631K
SwitchPoint Financial Planning, LLC 0.60% — 3,587 $629K
Hudson Value Partners, LLC 0.23% Add +0.3% 3,587 $629K
Red Crane Wealth Management, LLC 0.59% — 3,578 $627K
Tenon Financial LLC 0.41% Add +0.3% 3,581 $626K
Fisher Asset Management 0.00% Add +44.5% 3,565 $625K
Inspire Advisors, LLC 0.08% No change 3,556 $623K
Waycross Investment Management Co 0.65% Add +41.1% 3,547 $622K
Silvercrest Asset Management Group LLC 0.00% New 3,545 $621K
Massachusetts Wealth Management 0.38% Add +24.3% 3,544 $621K
Marshall Financial Group Inc. 0.19% Add +0.3% 3,528 $618K
Brandywine Oak Private Wealth LLC 0.06% No change 3,522 $617K
Horizons Wealth Management 0.48% No change 3,519 $617K
Silverlake Wealth Management LLC 0.24% Add +27.2% 3,510 $615K
Schnieders Capital Management LLC 0.12% Add +6.4% 3,508 $615K
Hedges Asset Management LLC 0.40% No change 3,500 $613K
Clifford Swan Investment Counsel LLC 0.02% Add +0.1% 3,492 $612K
1ST Source Bank 0.03% Reduce -3.6% 3,479 $610K
Thompson Siegel & Walmsley LLC 0.01% No change 3,465 $607K
Lord & Richards Wealth Management, LLC 1.28% — 3,459 $606K
HUB Investment Partners, LLC 0.03% Add +187.6% 3,457 $606K
MinichMacGregor Wealth Management, LLC 0.13% Add +16.1% 3,456 $606K
Ameliora Wealth Management Ltd. 0.23% Reduce -3.6% 3,443 $603K
Relyea Zuckerberg Hanson LLC 0.08% No change 3,431 $601K
TrinityBridge Ltd 0.02% No change 3,426 $600K
Kohmann Bosshard Financial Services, LLC 0.07% No change 3,417 $599K
QRG Capital Management, Inc. 0.01% Add +4.9% 3,398 $595K
Weaver Capital Management LLC 0.17% Reduce -6.0% 3,398 $595K
D.B. Root & Company, LLC 0.19% Add +56.8% 3,386 $593K
Collier Financial 0.53% — 3,373 $591K
Marex Group Ltd 0.01% Add +66.2% 3,362 $589K
Live Oak Private Wealth LLC 0.10% Reduce -2.0% 3,361 $589K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $588K
Capstone Wealth Management Group LLC 0.44% — 3,326 $583K
HBW Advisory Services LLC 0.06% Add +6.2% 3,319 $582K
Nicholson Wealth Management Group, LLC 0.39% Reduce -2.9% 3,318 $581K
Braun Stacey Associates Inc. 0.02% Reduce -2.8% 3,306 $579K
Weaver Consulting Group 0.18% Reduce -2.7% 3,305 $579K
NorthRock Partners, LLC 0.02% Reduce -7.7% 3,303 $579K
Retirement Planning Co of New England, Inc. 0.28% Add +15.4% 3,290 $577K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -13.0% 3,289 $576K
Lee Financial Co 0.08% Add +1.0% 3,288 $576K
InTrack Investment Management Inc 0.40% Add +24.9% 3,261 $574K
Aspire Growth Partners LLC 0.56% — 3,272 $573K
Callan Family Office, LLC 0.04% New 3,260 $571K
Platform Technology Partners 0.17% Add +23.4% 3,243 $568K
Napa Wealth Management 0.25% New 3,242 $568K
Private Capital Management LLC 0.11% Add +52.4% 3,230 $566K
Orcam Financial Group 0.54% No change 3,214 $563K
Destination Wealth Management 0.02% Add +23.2% 3,199 $561K
Larson Financial Group LLC 0.03% Reduce -18.4% 3,199 $561K
Elios Financial Group Inc. 0.27% Add +9.3% 3,199 $561K
Opal Wealth Advisors, LLC 0.17% Reduce -3.2% 3,194 $560K
Sterling Financial Planning, Inc. 0.20% No change 3,165 $555K
Strategic Investment Advisors / MI 0.06% Reduce -9.6% 3,158 $553K
Wealth Management Associates, Inc. 0.23% Add +26.0% 3,129 $548K
Birmingham Capital Management Co. Inc. 0.20% Reduce -8.8% 3,120 $547K
Foguth Wealth Management, LLC. 0.14% Add +1.1% 3,000 $546K
Colton Groome Financial Advisors, LLC 0.21% Reduce -10.7% 3,117 $546K
Compound Global Advisors, LLC 2.22% — 3,114 $546K
Legacy Edge Advisors, LLC 0.09% Reduce -91.0% 3,098 $542K
McGlone Suttner Wealth Management, Inc. 0.09% Add +14.4% 3,086 $541K
Dudley Capital Management, LLC 0.28% No change 3,083 $540K
Paulson Wealth Management Inc. 0.15% Reduce -9.6% 3,082 $540K
Toth Financial Advisory Corp. 0.06% Reduce -7.8% 3,077 $539K
Maxwell Wealth Strategies Inc. 0.22% No change 3,076 $539K
waypoint wealth counsel 0.35% No change 3,073 $538K
Infinity Wealth Counsel, LLC 0.57% — 3,070 $538K
Greenwich Wealth Management LLC 0.04% Add +0.8% 3,052 $535K
Sherrill & Hutchins Financial Advisory, Inc 0.47% Reduce -0.2% 3,052 $535K
Parkside Financial Bank & Trust 0.07% No change 3,051 $535K
West Bancorporation Inc. 0.35% Reduce -12.3% 3,043 $533K
True Vision MN LLC 0.32% Add +4.0% 3,041 $533K
Sharp Wealth Advisory, LLC 0.40% Add +41.3% 3,036 $532K
Investment Partners, LTD. 0.22% Add +0.0% 3,030 $531K
Calton & Associates, Inc. 0.23% Reduce -5.8% 3,023 $530K
Peterson Wealth Advisors, LLC 0.10% Reduce -15.3% 2,993 $528K
Merrion Investment Management Co, LLC 0.37% No change 3,000 $526K
Lane & Associates LLC 0.27% Reduce -52.0% 2,889 $524K
WNY Asset Management, LLC 0.06% Add +15.8% 2,985 $523K
CFS Investment Advisory Services, LLC 0.05% No change 2,978 $522K
Abbot Financial Management, Inc. 0.26% Add +54.3% 2,970 $520K
Victory Financial Group, LLC 0.14% — 2,968 $520K
Picton Mahoney Asset Management 0.02% No change 2,965 $519K
Inlet Private Wealth, LLC 0.14% Add +3.1% 2,957 $518K
Simon Quick Advisors, LLC 0.03% New 2,953 $518K
Wealth Dimensions Group, Ltd. 0.13% Reduce -2.3% 2,946 $516K
Fusion Capital, LLC 0.21% Reduce -0.2% 2,933 $514K
Farnam Financial LLC 0.54% No change 2,933 $514K
Talon Private Wealth, LLC 0.11% Add +954.0% 2,930 $513K
Nvest Financial, LLC 0.26% Reduce -7.8% 2,927 $513K
FourThought Financial Partners, LLC 0.05% New 2,926 $513K
Crescent Grove Advisors, LLC 0.05% New 2,920 $512K
Horan Securities, Inc. 0.19% New 2,908 $510K
Lansing Street Advisors 0.18% Add +0.2% 2,908 $509K
Montz Harcus Wealth Management LLC 0.28% Add +0.3% 2,900 $508K
Founders Capital Management 0.32% Add +13.8% 2,895 $507K
Serenus Wealth Advisors, LLC 0.09% — 2,886 $506K
XML Financial, LLC 0.05% Reduce -34.0% 2,883 $505K
Stevard, LLC 1.88% Reduce -16.8% 2,867 $502K
Elevatus Welath Management 0.17% Reduce -28.2% 2,859 $501K
David Wealth Management LLC 0.41% — 2,856 $501K
Atlantic Union Bankshares Corp 0.03% Add +2.0% 2,857 $501K
Fragasso Financial Advisors Inc 0.04% Reduce -0.4% 2,856 $500K
Compagnie Lombard Odier SCmA 0.01% New 2,854 $500K
BIP Wealth, LLC 0.03% Add +90.5% 2,853 $500K
Ritholtz Wealth Management 0.01% Reduce -10.1% 2,842 $498K
MSH Capital Advisors LLC 0.16% Reduce -15.3% 2,827 $495K
GatePass Capital, LLC 0.55% — 2,822 $494K
Capital Investment Counsel, Inc 0.07% Add +0.0% 2,816 $493K
Hengehold Capital Management LLC 0.05% Add +31.9% 2,809 $492K
Mathes Company, Inc. 0.18% Add +1.8% 2,800 $491K
Donaldson Capital Management, LLC 0.02% Add +4.6% 2,800 $491K
Mayport, LLC 0.14% New 2,797 $490K
Roberts Wealth Advisors, LLC 0.15% No change 2,750 $489K
Melfa Wealth Management, Inc. 0.33% Add +6.6% 2,785 $488K
Nicolet Bankshares Inc. 0.09% No change 2,750 $482K
CVA Family Office, LLC 0.08% Add +283.5% 2,742 $480K
Astra Wealth Partners LLC 0.45% — 2,739 $480K
Capital Market Strategies LLC 0.28% Reduce -4.7% 2,737 $480K
Fairfield, Bush & Co. 0.28% Add +0.2% 2,733 $479K
Millstone Evans Group, LLC 0.33% — 2,727 $478K
Anchor Investment Management, LLC 0.04% Add +11.0% 2,716 $476K
Wedmont Private Capital 0.03% Add +8.8% 2,745 $475K
Berger Financial Group, Inc 0.03% Reduce -20.1% 2,711 $475K
Mitchell Sinkler & Starr 0.13% No change 2,706 $474K
Group One Trading LLC 0.02% New 2,706 $474K
Boston Research & Management Inc. 0.11% Add +0.3% 2,682 $470K
Pennington Partners & Co., LLC 0.23% — 2,680 $470K
Merriman Wealth Management, LLC 0.02% No change 2,679 $469K
ABLE Financial Group, LLC 0.14% Reduce -1.3% 2,670 $468K
Magnolia Private Wealth, LLC 0.42% — 2,668 $468K
Atwater Malick LLC 0.16% New 2,667 $467K
Pittenger & Anderson Inc. 0.02% No change 2,666 $467K
Fulton Bank, N.A. 0.02% Add +35.1% 2,665 $467K
Santori & Peters, Inc. 0.18% Add +0.2% 2,656 $465K
Capital Advisors Inc. 0.01% Add +0.8% 2,649 $464K
Colonial River Investments, LLC 0.22% Add +10.9% 2,641 $463K
Global View Capital Management LLC 0.16% — 2,647 $462K
Global Trust Asset Management, LLC 0.18% Reduce -4.9% 2,638 $462K
Lakeridge Wealth Management LLC 0.24% Add +0.0% 2,635 $462K
Harbour Capital Advisors, LLC 0.10% Add +3.1% 2,616 $461K
Golden State Wealth Management, LLC 0.07% — 2,620 $459K
Belmont Capital, LLC 0.07% New 2,613 $458K
Advisors Management Group Inc. 0.11% Add +6.4% 2,595 $455K
BSW Wealth Partners 0.07% New 2,590 $454K
Banque Transatlantique SA 0.01% — 2,590 $454K
PCG Asset Management, LLC 0.40% — 2,581 $452K
Beverly Hills Private Wealth, LLC 0.09% Add +23.6% 2,564 $449K
Prosperity Consulting Group, LLC 0.03% Add +25.5% 2,562 $449K
Tran Capital Management, L.P. 0.05% No change 2,560 $449K
Russell Investments Group, Ltd. 0.00% Add +60.7% 2,555 $448K
BlackDiamond Wealth Management, LLC 0.26% Add +28.8% 2,554 $448K
Capital Asset Advisory Services LLC 0.02% Reduce -6.3% 2,537 $447K
Certuity, LLC 0.05% Reduce -19.4% 2,553 $447K
Empirical Asset Management, LLC 0.15% Reduce -0.0% 82,218 $447K
Alan B Lancz & Associates, Inc. 0.45% Add +41.7% 2,550 $447K
Northwest Bancshares, Inc. 0.08% Reduce -6.6% 2,550 $447K
Avid Wealth Partners LLC 0.32% New 2,548 $446K
Private Wealth Advisors, LLC 0.19% Add +15.6% 2,522 $442K
Zacks Investment Management 0.00% Reduce -12.8% 2,519 $441K
Beta Wealth Group, Inc. 0.19% Add +6.3% 2,511 $440K
Searle & Co. 0.13% New 2,509 $440K
IFG Advisors, LLC 0.09% Add +35.7% 2,482 $435K
Burney Co./ 0.02% Reduce -44.8% 2,478 $434K
Penobscot Wealth Management 0.20% Add +22.9% 2,475 $434K
Prosperitas Financial LLC 0.22% Reduce -18.9% 2,473 $433K
Monograph Wealth Advisors, LLC 0.06% No change 2,465 $432K
Longview Financial Advisors, Inc. 0.34% Reduce -20.4% 2,462 $431K
JSF Financial, LLC 0.12% Add +0.1% 2,462 $431K
Glass Jacobson Investment Advisors llc 0.14% Add +602.9% 2,460 $431K
Intrua Financial, LLC 0.07% Reduce -12.6% 2,459 $431K
Sfmg, LLC 0.03% Add +0.0% 2,454 $430K
Atlas Capital Advisors Inc. 0.05% Add +68.9% 2,452 $430K
Smith Thornton Advisors LLC 0.27% No change 2,441 $428K
Prosperity Wealth Management, Inc. 0.17% Add +25.7% 2,409 $422K
Emergent Wealth Advisors, LLC 0.31% Add +0.1% 2,407 $422K
Sheaff Brock Investment Advisors, LLC 0.04% Add +0.2% 2,400 $420K
Keudell/Morrison Wealth Management 0.11% Add +20.8% 2,392 $419K
WR Wealth Planners, LLC 0.13% Reduce -6.6% 2,377 $417K
First County Bank 0.23% Reduce -12.0% 2,371 $415K
University of Texas/Texas Am Investment Management Co. 0.05% No change 2,364 $414K
HT Partners LLC 0.14% Add +0.6% 2,358 $413K
First National Bank of Omaha 0.03% Reduce -45.5% 2,350 $412K
Mustard Seed Financial, LLC 0.33% No change 2,348 $411K
Indiana Trust & Investment Management Co 0.14% Reduce -9.8% 2,341 $410K
Winebrenner Capital Management LLC 0.32% — 2,336 $409K
V2 Financial group LLC 0.25% New 2,330 $408K
Apollon Financial, LLC 0.10% Reduce -13.4% 2,324 $407K
Claris Financial LLC 0.27% — 2,311 $405K
Drucker Wealth 3.0, LLC 0.09% No change 2,299 $403K
Lodestar Private Asset Management LLC 0.05% Add +45.8% 2,276 $399K
Berkeley Capital Partners, LLC 0.11% New 2,265 $397K
Hills Bank & Trust Co 0.03% Add +18.4% 2,263 $397K
Bedel Financial Consulting, Inc. 0.06% Add +23.4% 2,187 $397K
Capital Advisors Wealth Management, LLC 0.07% Add +16.8% 2,257 $396K
GAMMA Investing LLC 0.03% Add +49.6% 2,245 $393K
Stark Wealth Management LLC 0.29% — 2,220 $389K
Ameriflex Group, Inc. 0.18% — 2,144 $389K
Trust Co. of Vermont 0.02% Add +8.8% 2,207 $387K
Bienville Capital Management, LLC 0.09% New 2,205 $386K
Atlas Brown,Inc. 0.13% Add +3.6% 2,179 $382K
Cresta Advisors, Ltd. 0.20% No change 2,128 $381K
Penbrook Management LLC 0.26% No change 2,170 $380K
Financial Engines Advisors L.L.C. 0.00% New 2,156 $378K
Penobscot Investment Management Company, Inc. 0.03% Add +59.6% 2,147 $376K
Floyd Financial Group LLC 0.31% — 2,171 $376K
Wealthcare Capital Partners, LLC 0.20% — 2,146 $376K
Schulz Wealth, LTD. 0.29% No change 2,140 $375K
Fullcircle Wealth LLC 0.15% New 2,068 $375K
Pinnacle Bancorp, Inc. 0.12% Add +7.6% 2,118 $371K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -0.6% 2,108 $369K
Florida Financial Advisors, LLC 0.16% Add +19.1% 2,106 $369K
Pacific Sun Financial Corp 0.20% Reduce -0.5% 2,105 $369K
Cyndeo Wealth Partners, LLC 0.02% No change 2,104 $369K
Bank of New Hampshire 0.09% Add +4.0% 2,100 $368K
Shapiro Capital Management LLC 0.01% Reduce -88.3% 2,100 $368K
Silver Oak Wealth Advisors Services, LLC 0.32% — 2,094 $367K
PGIM Custom Harvest LLC 0.01% Add +43.8% 2,093 $367K
Lodestone Wealth Management LLC 0.18% Add +0.2% 2,076 $364K
Stone House Investment Management, LLC 0.09% Add +5.7% 2,073 $363K
Zhang Financial LLC 0.02% Add +20.1% 2,072 $363K
Ironwood Investment Counsel, LLC 0.06% Add +0.3% 2,063 $362K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -0.8% 2,058 $361K
Loudon Investment Management, LLC 0.20% Add +59.8% 2,053 $360K
Savvy Advisors, Inc. 0.04% Add +13.9% 2,050 $359K
Pin Oak Investment Advisors Inc. 0.33% No change 2,001 $359K
TBH Global Asset Management, LLC 0.08% Add +12.0% 2,041 $358K
Crestwood Advisors Group, LLC 0.01% Add +29.1% 2,042 $358K
Smith Shellnut Wilson LLC 0.16% Reduce -43.6% 2,039 $357K
Brendel Financial Advisors LLC 0.22% Reduce -7.9% 2,029 $356K
Gen-Wealth Partners Inc 0.15% No change 2,024 $355K
Embree Financial Group 0.06% Reduce -0.9% 2,019 $354K
Tyler-Stone Wealth Management 0.06% Add +0.1% 2,015 $353K
Pps&v Asset Management Consultants, Inc. 0.24% No change 2,009 $352K
Pure Portfolios Holdings LLC 0.13% Reduce -1.0% 2,002 $351K
Empower Advisory Group, LLC 0.00% Add +16.7% 2,002 $351K
Asio Capital, LLC 0.07% No change 2,000 $350K
Old Mission Investment Co LLC 0.10% Reduce -16.9% 1,995 $350K
R. W. Roge & Company, Inc. 0.19% No change 1,995 $349K
Integris Wealth Management, LLC 0.10% No change 1,975 $346K
Bank Hapoalim BM 0.06% New 1,977 $346K
Sonora Investment Management Group, LLC 0.03% Add +0.1% 1,966 $345K
Capital Advantage, Inc. 0.06% New 1,966 $345K
Stonebridge Financial Group, LLC 0.04% — 1,954 $342K
Bfsg, LLC 0.04% Reduce -3.4% 1,952 $342K
Westbourne Investment Advisors, Inc. 0.12% Add +0.4% 1,949 $341K
Main Street Group, LTD 0.14% No change 1,940 $340K
Long Run Wealth Advisors, LLC 0.08% Add +0.4% 1,936 $339K
Lighthouse Financial LLC 0.27% — 1,930 $338K
Elevated Capital Advisors, LLC 0.09% Reduce -59.0% 1,928 $338K
NBT Bank, N.A. 0.02% No change 1,926 $337K
CFO4Life Group, LLC 0.06% Reduce -12.2% 1,923 $337K
Manhattan West Asset Management, LLC 0.09% Reduce -2.9% 1,911 $335K
Harrell Investment Partners, LLC 0.09% Add +4.0% 1,897 $332K
Peoples Financial Services Corp. 0.15% Add +1.3% 1,894 $332K
Oxford Financial Group, LTD. LLC 0.02% No change 1,891 $331K
Ellis Investment Partners, LLC 0.07% Add +5.9% 1,886 $330K
Castle Rock Wealth Management, LLC 0.08% Add +2.0% 1,818 $329K
Florida Trust Wealth Management Co 0.01% New 1,875 $329K
Beaumont Financial Advisors, LLC 0.02% Add +3.2% 1,866 $327K
IronBridge Private Wealth, LLC 0.12% No change 1,844 $323K
Tyche Wealth Partners LLC 0.07% Add +1.7% 1,844 $323K
GEM Asset Management, LLC 0.18% Add +11.9% 1,839 $322K
Legacy Advisors, LLC 0.03% No change 1,832 $321K
WPWealth LLP 0.07% Reduce -11.6% 1,830 $321K
Mogy Joel R Investment Counsel Inc. 0.02% No change 1,830 $321K
Turning Point Benefit Group, Inc. 0.30% — 1,832 $320K
Duncker Streett & Co. Inc. 0.06% Add +56.9% 1,826 $320K
Gibbs Wealth Management 0.09% Reduce -17.5% 1,824 $320K
Vantage Financial Partners, LLC 0.08% Reduce -0.6% 1,819 $319K
Financial Partners Group, LLC 0.13% Reduce -1.0% 1,814 $318K
Aft, Forsyth & Company, Inc. 0.15% Reduce -2.5% 1,795 $315K
Higgins & Schmidt Wealth Strategies LLC 0.20% Reduce -9.3% 1,795 $315K
CAP Partners, LLC 0.22% No change 1,793 $314K
Medallion Wealth Advisors, LLC 0.16% — 1,792 $314K
High Falls Advisors, Inc 0.07% Add +0.3% 1,786 $313K
Saxon Interests, Inc. 0.14% Add +40.7% 1,779 $312K
United Advisor Group, LLC 0.06% Reduce -12.6% 1,769 $310K
Kirr Marbach & Co. LLC 0.07% No change 1,750 $307K
Pinkerton Wealth, LLC 0.04% No change 1,731 $303K
Ogorek Anthony Joseph /NY/ 0.10% Add +1020.9% 1,715 $300K
Boston Standard Wealth Management, LLC 0.06% Add +3.7% 1,709 $300K
K.J. Harrison & Partners Inc 0.05% Reduce -18.5% 1,715 $300K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.2% 1,708 $299K
Chevy Chase Trust Holdings, LLC 0.00% Add +28.6% 1,707 $299K
Bar Harbor Wealth Management 0.02% Add +9.7% 1,705 $299K
Tortoise Investment Management, LLC 0.03% No change 1,700 $298K
JPL Wealth Management, LLC 0.09% — 1,698 $298K
Mayflower Financial Advisors, LLC 0.04% New 1,694 $297K
America First Investment Advisors, LLC 0.06% Add +5.6% 1,690 $296K
KMG Fiduciary Partners, LLC 0.02% No change 1,687 $296K
Johnson Financial Group, Inc. 0.01% No change 1,622 $294K
Clear Point Advisors Inc. 0.25% Add +4.4% 1,676 $294K
Financial Partners Group, Inc 0.04% New 1,675 $294K
SignalPoint Asset Management, LLC 0.07% No change 1,674 $293K
Briaud Financial Planning Inc 0.12% No change 1,676 $293K
Austin Wealth Management, LLC 0.06% Reduce -7.6% 1,626 $293K
Bridge Creek Capital Management LLC 0.09% Add +7.0% 1,659 $291K
Atticus Wealth Management, LLC 0.09% Add +0.2% 1,650 $289K
Sage Capital Advisors,llc 0.08% Add +7.4% 1,646 $288K
Chesapeake Wealth Management 0.10% Reduce -2.4% 1,642 $288K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -41.9% 1,631 $286K
Paragon Capital Management Ltd 0.06% Add +0.2% 1,627 $285K
JB Capital LLC 0.02% Reduce -0.3% 1,627 $285K
WPG Advisers, LLC 0.26% — 1,617 $283K
Sanchez Wealth Management Group 0.08% New 1,613 $283K
Am Investment Strategies LLC 0.07% New 1,607 $282K
Frederick Financial Consultants, LLC 0.22% — 1,603 $281K
Sage Mountain Advisors LLC 0.02% No change 1,597 $280K
Tidal Investments LLC 0.00% Reduce -88.6% 1,595 $279K
Safeguard Financial, LLC 0.06% Add +0.1% 1,589 $279K
SkyOak Wealth, LLC 0.06% New 1,588 $278K
Total Wealth Planning & Management, Inc. 0.27% — 1,586 $278K
Crewe Advisors LLC 0.04% Reduce -35.1% 1,575 $276K
Appleton Partners Inc. 0.02% Reduce -5.4% 1,570 $275K
Traphagen Investment Advisors LLC 0.03% Add +0.3% 1,567 $275K
Purus Wealth Management, LLC 0.11% New 1,560 $273K
4J Wealth Management LLC 0.22% New 1,545 $271K
ARS Wealth Advisors Group, LLC 0.04% No change 1,545 $271K
Trinity Wealth Management, LLC 0.12% Reduce -2.3% 1,540 $270K
Commonwealth Retirement Investments LLC 0.11% Add +0.1% 1,539 $270K
Morgan Dempsey Capital Management LLC 0.11% Add +135.0% 1,537 $269K
Madden Advisory Services, Inc. 0.13% No change 1,536 $269K
Verus Capital Partners, LLC 0.03% Add +8.1% 1,527 $268K
Ceera Investments, LLC 0.09% New 1,525 $267K
Horan Capital Advisors, LLC. 0.09% New 1,521 $267K
Mad River Investors 0.12% No change 1,508 $264K
JFG Wealth Management, LLC 0.06% Reduce -8.3% 1,508 $264K
Warwick Investment Management, Inc. 0.05% No change 1,507 $264K
Monument Group Wealth Advisors, LLC 0.19% Add +0.3% 1,504 $264K
Chilton Investment Co. Inc. 0.01% No change 1,500 $263K
Thompson Davis & Co., Inc. 0.17% No change 1,491 $261K
Garrett Wealth Advisory Group, LLC 0.06% Reduce -63.3% 1,483 $260K
Integrated Investment Consultants, LLC 0.05% Reduce -0.5% 1,483 $260K
Ascentis Wealth Management, LLC 0.09% No change 1,483 $260K
Sugar Maple Asset Management, LLC 0.20% Reduce -11.0% 1,482 $260K
Legacy Capital Wealth Partners, LLC 0.06% Reduce -94.7% 1,475 $258K
Kanawha Capital Management LLC 0.02% Reduce -2.9% 1,474 $258K
IAM Advisory, LLC 0.06% Reduce -8.6% 1,459 $256K
Forefront Wealth Management Inc. 0.23% — 1,452 $254K
Bogart Wealth, LLC 0.01% Add +13.8% 1,450 $254K
Thompson David Blair 0.18% — 1,449 $254K
2UniFi Bank 0.17% — 1,445 $253K
Kathleen S. Wright Associates Inc. 0.11% No change 1,442 $253K
Adero Partners, LLC 0.02% No change 1,440 $252K
KFA Private Wealth Group, LLC 0.11% New 1,439 $252K
Advisory Alpha, LLC 0.01% Reduce -26.9% 1,438 $252K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -0.7% 1,440 $252K
Quotient Wealth Partners, LLC 0.01% Reduce -0.5% 1,433 $251K
Mayfair Advisory Group, LLC 0.15% Add +2.6% 1,431 $251K
Nikulski Financial, Inc. 0.07% New 1,430 $251K
Bernard Wealth Management Corp. 0.12% — 1,430 $251K
Strathmore Capital Advisors, Inc. 0.18% — 1,427 $250K
Tradewinds, LLC. 0.07% New 1,375 $248K
Accurate Wealth Management, LLC 0.05% Add +1.6% 1,422 $246K
Formidable Asset Management, LLC 0.04% Add +0.1% 1,404 $246K
Motiv8 Investments LLC 0.17% No change 1,401 $245K
Cooper Financial Group 0.03% Add +7.9% 1,401 $245K
Acropolis Investment Management, LLC 0.01% No change 1,401 $245K
Calamos Wealth Management LLC 0.01% No change 1,400 $245K
Hubbell Strickland Wealth Management, LLC 0.12% Add +0.4% 1,399 $245K
Capital Wealth Alliance, LLC 0.14% Reduce -27.2% 1,398 $245K
HFG Advisors, Inc. 0.21% New 1,394 $244K
Promethium Advisors,llc 0.17% Reduce -10.3% 1,384 $243K
McCollum Christoferson Group LLC 0.07% New 1,370 $240K
Great Lakes Advisors, LLC 0.00% Add +0.3% 1,369 $240K
CPA Asset Management Group, LLC 0.11% Reduce -1.5% 1,365 $239K
Wisconsin Wealth Advisors, LLC 0.35% — 1,352 $237K
Sound View Wealth Advisors Group, LLC 0.02% Add +15.3% 1,349 $236K
Fairscale Capital, LLC 0.20% Reduce -3.0% 1,348 $236K
Arq Wealth Advisors, LLC 0.09% Reduce -1.8% 1,346 $236K
Jim Saulnier & Associates, LLC 0.20% Add +0.4% 1,342 $235K
Spectrum Financial Alliance Ltd LLC 0.08% No change 1,337 $234K
Meritage Portfolio Management 0.01% Reduce -3.3% 1,330 $233K
Wellington Wealth Strategies, LLC. 0.21% Reduce -43.8% 1,285 $233K
Welch & Forbes LLC 0.00% Reduce -10.1% 1,329 $233K
Keel Point, LLC 0.02% Reduce -86.7% 1,327 $233K
OneAscent Wealth Management LLC 0.10% New 1,324 $232K
LFA - Lugano Financial Advisors SA 0.15% No change 1,323 $232K
Fogel Capital Management, Inc. 0.12% No change 1,319 $231K
Millennium Capital Advisors, LLC 0.16% Reduce -3.6% 1,318 $231K
Steigerwald, Gordon & Koch Inc. 0.03% Add +9.7% 1,316 $231K
Cascade Investment Advisors, Inc. 0.15% No change 1,314 $230K
Fermata Advisors, LLC 0.04% Add +0.3% 1,313 $230K
Archvest Wealth Advisors, Inc. 0.17% Reduce -7.7% 1,312 $230K
Kesler, Norman & Wride, LLC 0.05% Reduce -74.3% 1,312 $230K
Bricktown Capital, LLC 0.05% No change 1,308 $229K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,308 $229K
MRP Capital Investments, LLC 0.21% No change 1,300 $228K
Bank of Hawaii 0.01% No change 1,299 $228K
Hudock, Inc. 0.04% Add +0.3% 1,294 $227K
Index Fund Advisors, Inc. 0.01% No change 1,290 $226K
Integrity Alliance, Llc. 0.02% — 1,287 $226K
Westside Investment Management, Inc. 0.05% No change 1,286 $225K
Councilor Wealth, LLC 0.11% Reduce -2.2% 1,284 $225K
Missouri Trust & Investment Co 0.08% Add +0.9% 1,284 $225K
Southland Equity Partners LLC 0.05% Reduce -4.1% 1,284 $225K
Financial Life Planners 0.19% — 1,280 $224K
Kellett Wealth Advisors, LLC 0.15% No change 1,273 $223K
Acorn Financial Advisory Services Inc. 0.04% Reduce -5.9% 1,272 $223K
Sandy Cove Advisors, LLC 0.09% New 1,267 $222K
RAM Investment Partners, LLC 0.05% No change 1,265 $222K
Kraft, Davis & Associates, LLC 0.06% New 1,233 $221K
Sargent Investment Group, LLC 0.04% No change 1,260 $220K
Mystic Asset Management, Inc. 0.06% Add +11.6% 1,255 $220K
Objective Capital Management, LLC 0.15% Reduce -56.5% 1,249 $219K
LPF Advisors LLC 0.18% No change 1,249 $219K
LifeGoal Investments, LLC 0.24% — 1,246 $218K
Maxele Advisors, LLC 0.21% — 1,245 $218K
Sound Income Strategies, LLC 0.01% Reduce -0.7% 1,241 $217K
Stewardship Advisors, LLC 0.06% Reduce -3.9% 1,236 $217K
Mattern Wealth Management LLC 0.05% New 1,236 $217K
Fulcrum Equity Management 0.21% Reduce -86.1% 1,235 $216K
Semmax Financial Advisors Inc. 0.06% No change 1,187 $215K
Novem Group 0.03% — 1,223 $214K
Compass Financial Services Inc 0.12% — 1,218 $213K
TCI Wealth Advisors, Inc. 0.02% Reduce -12.6% 1,210 $212K
Plotkin Financial Advisors, LLC 0.13% Reduce -29.7% 1,209 $212K
Townsend & Associates, Inc 0.02% New 1,157 $211K
BankPlus Trust Department 0.07% — 1,201 $210K
Cornerstone Advisory, LLC 0.02% New 1,162 $210K
Hayek Kallen Investment Management 0.08% No change 1,200 $210K
Centerpoint Advisors, LLC 0.07% New 1,200 $210K
Retirement Capital Strategies 0.08% No change 1,198 $210K
McDonald Capital Investors Inc. 0.01% No change 1,195 $209K
Beese Fulmer Investment Management, Inc. 0.02% No change 1,188 $208K
Clarity Financial LLC 0.02% Reduce -16.9% 1,181 $207K
Lafayette Investments, Inc. 0.04% New 1,180 $207K
ORG Partners LLC 0.03% Add +7766.7% 1,180 $207K
Earned Wealth Advisors, LLC 0.07% Add +0.3% 1,178 $206K
Visionary Horizons, LLC 0.14% New 1,175 $206K
Parkside Advisors LLC 0.05% Add +3.8% 1,171 $205K
Unique Wealth, LLC 0.04% New 1,171 $205K
Webster Bank, N. A. 0.02% Reduce -11.4% 1,166 $204K
Symphony Financial Services, Inc. 0.16% New 1,151 $202K
Guidance Point Advisors, LLC 0.06% No change 1,150 $202K
Colonial Trust Co / SC 0.03% No change 1,151 $201K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,139 $200K
Element Wealth, LLC 0.10% Reduce -5.3% 1,137 $199K
Chapman Financial Group, LLC 0.16% — 1,120 $196K
Dunhill Financial, LLC 0.09% New 1,080 $189K
Prudential PLC 0.00% New 1,080 $189K
Hantz Financial Services, Inc. 0.00% Add +7.2% 1,067 $187K
S.A. Mason LLC 0.09% Add +2.9% 1,003 $176K
Balentine LLC 0.01% No change 985 $173K
PSI Advisors, LLC 0.05% Add +1.0% 981 $172K
TruNorth Capital Management, LLC 0.05% No change 967 $169K
Washington Trust Advisors, Inc. 0.01% Reduce -37.9% 949 $166K
Legend Financial Advisors, Inc. 0.12% Add +0.3% 930 $163K
Future Financial Wealth Managment LLC 0.11% No change 880 $154K
First Command Advisory Services, Inc. 0.00% Reduce -34.6% 866 $152K
Oakworth Capital, Inc. 0.01% No change 840 $147K
GS Investments, Inc. 0.07% No change 838 $147K
Ransom Advisory, Ltd 0.06% Add +348.8% 772 $135K
Wagner Wealth Management, LLC 0.03% Add +236.2% 770 $135K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -14.8% 740 $130K
Physician Wealth Advisors, Inc. 0.02% New 730 $128K
Operose Advisors LLC 0.04% Add +243.9% 729 $128K
Tanglewood Legacy Advisors, LLC 0.05% New 727 $127K
MPWM Advisory Solutions, LLC 0.09% — 719 $126K
Lee Danner & Bass Inc. 0.01% New 662 $116K
Provenance Wealth Advisors, LLC 0.01% No change 635 $111K
City State Bank 0.04% No change 629 $110K
Red Tortoise LLC 0.06% No change 625 $110K
Fortitude Family Office, LLC 0.04% Add +0.3% 616 $108K
Whipplewood Advisors, LLC 0.06% — 615 $108K
TCTC Holdings, LLC 0.00% New 610 $107K
Hazlett, Burt & Watson, Inc. 0.05% Add +4.8% 590 $103K
Denver PWM, LLC 0.04% Reduce -35.9% 557 $98K
Flagship Wealth Advisors, LLC 0.06% — 557 $98K
SBI Securities Co., Ltd. 0.00% — 549 $96K
Smartleaf Asset Management LLC 0.01% Add +50.4% 549 $96K
Painted Porch Advisors LLC 0.05% Reduce -23.1% 548 $96K
Wolff Wiese Magana LLC 0.06% No change 541 $95K
Lindbrook Capital, LLC 0.01% Add +145.7% 511 $90K
Addison Advisors LLC 0.02% No change 510 $89K
Legacies Wealth LLC 0.07% No change 500 $88K
AlphaMark Advisors, LLC 0.04% Add +3.4% 492 $86K
Versant Capital Management, Inc 0.02% No change 490 $86K
Continuum Advisory, LLC 0.01% Add +0.2% 490 $86K
Vermillion Wealth Management, Inc. 0.04% — 488 $86K
Decker Retirement Planning Inc. 0.05% — 486 $85K
Financial Connections Group, Inc. 0.04% No change 484 $84K
LRI Investments, LLC 0.01% No change 475 $83K
Breakwater Investment Management 0.04% Add +11.0% 473 $83K
Quent Capital, LLC 0.01% New 470 $82K
Perritt Capital Management Inc 0.04% Add +0.2% 454 $80K
Clearstead Trust, LLC 0.02% No change 454 $80K
NFSG Corp 0.02% Reduce -51.0% 446 $78K
Piscataqua Savings Bank 0.07% No change 440 $77K
GPS Wealth Strategies Group, LLC 0.01% Add +0.2% 433 $76K
Tidemark, LLC 0.03% Add +31.4% 431 $76K
Key Financial Inc 0.02% Reduce -1.4% 423 $74K
Promus Capital, LLC 0.06% — 418 $73K
Global Wealth Strategies & Associates 0.02% Add +1.7% 413 $72K
Morling Financial Advisors, LLC 0.03% No change 409 $72K
Transce3nd, LLC 0.02% — 377 $66K
Bartlett & Co. Wealth Management LLC 0.00% No change 363 $64K
Realta Investment Advisors 0.03% New 355 $63K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -99.4% 347 $61K
Highline Wealth Partners LLC 0.02% New 325 $57K
Kiker Wealth Management, LLC 0.04% — 313 $55K
SOA Wealth Advisors, LLC. 0.01% No change 303 $53K
Lavaca Capital LLC 0.02% New 300 $53K
Evelyn Partners Investment Management LLP 0.00% — 300 $53K
Guardian Wealth Management, Inc. 0.04% No change 293 $51K
Capital & Planning, LLC 0.04% — 276 $48K
Core Alternative Capital 0.01% No change 275 $48K
Cassady Schiller Wealth Management, LLC 0.02% No change 258 $45K
MCF Advisors LLC 0.00% No change 250 $44K
PrairieView Partners, LLC 0.00% No change 250 $43K
Silicon Valley Capital Partners 0.00% Add +0.4% 244 $43K
Riggs Asset Managment Co. Inc. 0.01% Add +27.0% 235 $41K
South Plains Financial, Inc. 0.03% — 231 $40K
Richards, Merrill & Peterson, Inc. 0.02% — 225 $39K
GHP Investment Advisors, Inc. 0.00% Add +31.3% 214 $38K
Marquette Asset Management, LLC 0.01% No change 207 $36K
Fairman Group, LLC 0.03% No change 206 $36K
Wellington Shields & Co., LLC 0.01% Reduce -59.2% 206 $36K
New Millennium Group LLC 0.02% New 201 $35K
Mattson Financial Services, LLC 0.01% New 194 $35K
DHJJ Financial Advisors, Ltd. 0.01% No change 193 $34K
Roxbury Financial LLC 0.03% — 180 $34K
First Pacific Financial 0.01% New 190 $33K
Creekmur Asset Management LLC 0.01% No change 190 $33K
Financial Perspectives, Inc 0.01% No change 185 $32K
Citizens National Bank Trust Department 0.01% No change 185 $32K
Hemington Wealth Management 0.01% Add +84.0% 184 $32K
Bristlecone Advisors, LLC 0.00% No change 182 $32K
Joseph Group Capital Management 0.01% New 167 $29K
Bridge Generations Wealth Management LLC 0.02% — 166 $29K
Y.D. More Investments Ltd 0.00% No change 165 $29K
Caldwell Sutter Capital, Inc. 0.01% No change 161 $28K
Cambridge Financial Group, Inc. 0.01% — 160 $28K
FPC Investment Advisory, Inc. 0.02% New 152 $28K
Van Eck Associates Corp. 0.00% Add +105.4% 152 $27K
Eastern Bank 0.00% No change 154 $27K
Front Row Advisors LLC 0.01% No change 150 $26K
Princeton Global Asset Management LLC 0.00% No change 146 $26K
SJS Investment Consulting Inc. 0.00% Add +157.1% 144 $25K
Hanson & Doremus Investment Management 0.00% No change 145 $25K
Birchbrook, Inc. 0.01% No change 139 $24K
Solstein Capital, LLC 0.01% No change 136 $24K
ROSS\JOHNSON & Associates LLC 0.54% — 133 $23K
Pineridge Advisors LLC 0.01% No change 133 $23K
IAG Wealth Partners, LLC 0.00% No change 130 $23K
NWK Group, Inc. 0.01% No change 123 $22K
Sanctuary Wealth Management, L.L.C. 0.01% New 116 $20K
Frazier Financial Advisors, LLC 0.02% New 113 $20K
West Financial Advisors, LLC 0.00% New 104 $18K
Financial Gravity Companies, Inc. 0.00% No change 101 $18K
Towne Trust Company, N.A 0.01% New 100 $18K
Cubist Systematic Strategies, LLC 0.00% New 100 $18K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 98 $17K
Mainstream Capital Management LLC 0.01% New 96 $17K
Legacy Investment Solutions, LLC 0.01% No change 93 $17K
Legacy Wealth Managment, LLC 0.01% No change 93 $17K
Laurel Wealth Advisors LLC 0.00% Add +3.3% 94 $16K
Iron Horse Wealth Management, LLC 0.01% No change 88 $15K
Nemes Rush Group LLC 0.00% Reduce -23.6% 84 $15K
Richardson Financial Services Inc. 0.01% Reduce -50.0% 83 $15K
Avion Wealth 0.00% No change 85 $14K
Pacific Center for Financial Services 0.00% No change 79 $14K
Chilton Capital Management LLC 0.00% Reduce -64.8% 74 $13K
Kennebec Savings Bank 0.01% No change 73 $13K
Broadwater Capital Management LLC 0.01% No change 71 $12K
Davis Capital Management 0.01% No change 70 $12K
Synergy Investment Management, LLC 0.00% — 65 $11K
Howe & Rusling Inc. 0.00% Reduce -60.4% 65 $11K
Horrell Capital Management, Inc. 0.00% No change 63 $11K
Concord Wealth Partners 0.00% Reduce -32.6% 60 $11K
Prestige Wealth Management Group LLC 0.00% No change 55 $10K
Fourth Dimension Wealth, LLC 0.00% — 53 $9K
Copia Wealth Management 0.01% — 53 $9K
Kentucky Trust Co 0.01% — 53 $9K
CNB Bank 0.00% New 52 $9K
Navigoe, LLC 0.01% — 56 $9K
Coston, McIsaac & Partners 0.00% No change 56 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% New 51 $9K
Cornerstone National Bank & Trust Co 0.00% No change 45 $8K
FWL Investment Management, LLC 0.00% No change 45 $8K
Sittner & Nelson, LLC 0.00% No change 44 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $7K
Robinswood Financial LLC 0.00% Reduce -48.0% 40 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 40 $7K
Stuart Chaussee & Associates, Inc. 0.00% No change 36 $6K
Lowe Wealth Advisors, LLC 0.00% No change 35 $6K
Quest 10 Wealth Builders, Inc. 0.01% — 35 $6K
Clear Investment Research, LLC 0.01% No change 125 $6K
Synergy Asset Management, LLC 0.00% New 32 $6K
Armor Investment Advisors, LLC 0.00% No change 30 $5K
Bay Harbor Wealth Management, LLC 0.00% No change 29 $5K
Valued Wealth Advisors LLC 0.00% No change 25 $4K
McIlrath & Eck, LLC 0.00% Reduce -33.3% 24 $4K
Transamerica Financial Advisors, LLC 0.00% Reduce -63.3% 18 $4K
Transcendent Capital Group LLC 0.00% No change 22 $4K
Rise Advisors, LLC 0.00% New 21 $4K
St. Johns Investment Management Company, LLC 0.00% New 21 $4K
Kozak & Associates, Inc. 0.00% No change 20 $4K
Christopher J. Hasenberg, Inc 0.00% New 19 $3K
Tower View Wealth Management LLC 0.00% New 16 $3K
Rakuten Securities, Inc. 0.00% Reduce -48.3% 15 $3K
Lanark Financial, Inc. 0.24% — 14 $3K
SYM FINANCIAL Corp 0.00% Add +550.0% 13 $2K
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
Kestra Investment Management, LLC 0.00% New 1 $157
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.