Invesco S&P 500 Equal WeightRSPETF

13F holders, Q1 2025 (March 31)
1,943holders +28
154new positions
109sold out
6famous investors
$171.94avg. 13F price*

At the end of Q1 2025, 1,943 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 28 from Q4 2024. 154 opened new positions and 109 sold out. The largest holders were Morgan Stanley ($5.2B), Northwestern Mutual Wealth Management Co. ($4.1B) and Bank of America Corp. ($3.8B). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions154$1.7B
Exits109$1.7B

All 13F filers, Q4 2024 → Q1 2025: 38,092,908 shares bought and 19,759,358 shares sold, net +18,333,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,943 holders

Morgan Stanley 0.37% Add +3.3% 29,739,500 $5.2B
Northwestern Mutual Wealth Management Co. 3.34% Add +1.7% 23,554,043 $4.1B
Bank of America Corp. 0.34% Add +2.6% 22,212,820 $3.8B
Invesco Ltd. 0.37% Add +12.0% 11,189,061 $1.9B
Texas Permanent School Fund Corp. 56.60% Add +12.5% 9,181,818 $1.6B
Goldman Sachs Group Inc. 0.27% Add +12.6% 8,181,068 $1.4B
Wells Fargo & Company 0.30% Add +9.2% 7,175,565 $1.2B
UBS Group AG 0.27% Add +6.2% 6,976,535 $1.2B
LPL Financial LLC 0.35% Add +20.5% 5,260,788 $911.3M
JPMorgan Chase & Co. 0.07% Add +26.8% 5,057,195 $876.1M
State of Wisconsin Investment Board 2.06% Add +3848.3% 4,584,878 $794.2M
Truist Financial Corp. 1.22% Reduce -4.1% 4,380,352 $758.8M
Cresset Asset Management, LLC 3.47% Add +6.9% 3,987,375 $690.7M
Keybank National Association 2.74% Add +0.4% 3,953,423 $684.9M
Japan Science & Technology Agency 10.10% New 3,792,112 $656.9M
Raymond James Financial Inc. 0.24% Reduce -2.3% 3,736,130 $647.2M
Ameriprise Financial Inc. 0.17% Add +1.8% 3,724,141 $646.1M
Royal Bank of Canada 0.12% Add +12.8% 3,200,832 $554.5M
Envestnet Asset Management Inc. 0.17% Add +26.7% 3,047,308 $527.9M
Employees Retirement System of Texas 4.98% Add +27.9% 2,629,372 $455.5M
BNP Paribas Financial Markets 0.31% Add +92.3% 2,345,492 $406.3M
Caisse de depot et placement du Quebec 0.84% Reduce -35.0% 2,302,200 $398.8M
Commonwealth Equity Services, LLC 0.42% Add +34.0% 1,711,087 $296.4M
Bank of New York Mellon Corp 0.06% Add +7.9% 1,684,786 $291.9M
Phoenix Financial Ltd. 4.12% New 1,554,312 $269.3M
HighTower Advisors, LLC 0.35% Add +5.7% 1,508,684 $261.3M
Junto Capital Management LP 5.73% Add +5.0% 1,445,513 $250.4M
Cerity Partners LLC 0.49% Add +14.2% 1,371,615 $237.6M
LBMC Investment Advisors, LLC 18.02% Reduce -0.9% 1,330,882 $230.5M
Horizon Investments, LLC 6.50% Add +31.2% 1,258,767 $218.1M
Jane Street Group, LLC 0.39% Add +151.0% 1,253,012 $217.1M
Rockefeller Capital Management L.P. 0.52% Add +7.7% 1,224,133 $212.1M
TD Asset Management Inc 0.19% Add +3.3% 1,189,656 $206.1M
Citigroup Inc. 0.15% Reduce -34.0% 1,162,023 $201.3M
Ally Financial Inc. 22.06% Add +17.0% 1,135,000 $196.6M
Healthcare of Ontario Pension Plan Trust Fund 0.42% Reduce -39.7% 1,085,000 $188.0M
Focus Partners Wealth 0.45% Reduce -14.6% 1,034,547 $179.2M
Cetera Investment Advisers 0.34% Add +42.5% 1,007,738 $174.6M
Stifel Financial Corp. 0.18% Add +0.6% 989,985 $171.5M
Sei Investments Co. 0.21% Reduce -0.6% 937,944 $162.5M
Citadel Advisors 0.16% Reduce -4.5% 936,707 $162.3M
Summit Trail Advisors, LLC 5.35% Add +14.2% 936,055 $162.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.95% Reduce -33.2% 925,230 $160.3M
Brown Advisory Inc. 0.23% Add +24.1% 918,979 $159.2M
Osaic Holdings, Inc. 0.34% Reduce -12.7% 883,409 $153.1M
First Interstate Bank 8.48% Add +108.7% 819,635 $142.0M
Cercano Management LLC 4.08% Reduce -45.4% 800,864 $138.7M
Cambridge Investment Research Advisors, Inc. 0.44% Add +11.9% 756,599 $131.1M
Meitav Investment House Ltd. 2.34% Add +9.6% 734,154 $127.1M
Bank Julius Baer & Co. Ltd, Zurich 0.41% Add +100.7% 727,315 $126.0M
CI Investments Inc. 0.53% New 718,686 $124.5M
Trust Co of Tennessee 30.60% New 704,914 $122.1M
US Bancorp \de 0.16% Reduce -0.5% 694,153 $120.2M
CW Advisors, LLC 1.41% Add +1.0% 679,526 $117.7M
Valeo Financial Advisors, LLC 3.15% Reduce -0.7% 651,029 $112.8M
Rock Creek Group LLC 13.17% Reduce -5.5% 638,205 $111.2M
Synovus Financial Corp. 1.36% Add +20.6% 606,719 $105.1M
Janney Montgomery Scott LLC 0.30% Reduce -3.4% 604,066 $104.6M
Clearstead Advisors, LLC 1.62% Add +67.5% 601,594 $104.2M
Wealth Enhancement Advisory Services, LLC 0.20% Reduce -3.6% 590,120 $102.2M
Waverly Advisors, LLC 1.23% Add +2.6% 584,437 $101.2M
MML Investors Services, LLC 0.34% Add +43.0% 583,103 $101.0M
Members Trust Co 3.42% Reduce -4.9% 566,446 $98.1M
Naman Capital Ltda 37.99% Add +139.4% 558,556 $96.8M
Csenge Advisory Group 5.44% Add +2.4% 589,813 $95.9M
MAI Capital Management 0.71% Add +6.5% 543,659 $94.2M
Glenmede Trust Co. NA 0.50% Add +2.0% 539,004 $93.4M
Moment Partners, LLC 17.99% Reduce -1.5% 524,116 $90.8M
First Manhattan Co. Llc. 0.25% Add +2.7% 502,611 $87.1M
Fiduciary Trust Co 1.13% Reduce -16.1% 500,139 $86.6M
Bank of Nova Scotia 0.20% No change 500,000 $86.6M
Private Advisor Group, LLC 0.52% Reduce -14.6% 494,881 $85.7M
Vanderbilt University 15.26% Add +0.5% 461,323 $79.9M
PNC Financial Services Group, Inc. 0.04% Add +15.9% 460,378 $79.8M
CENTRAL TRUST Co 1.91% Add +3.8% 448,309 $77.7M
Aptus Capital Advisors, LLC 0.86% Reduce -4.0% 437,922 $75.9M
Mercer Global Advisors Inc. 0.17% Add +30.6% 441,358 $74.5M
SPC Financial, Inc. 6.51% Add +0.3% 427,607 $74.1M
Sand Hill Global Advisors, LLC 3.02% Add +2.1% 423,086 $73.3M
NorthCoast Asset Management LLC 0.37% Reduce -7.4% 420,449 $72.8M
Dakota Wealth Management 1.67% Add +2.8% 411,880 $71.3M
RIA Advisory Group LLC 23.15% Add +10491.2% 410,726 $71.2M
Kestra Advisory Services, LLC 0.34% Reduce -51.4% 401,905 $69.6M
New Harbor Financial Group, LLC 18.38% Add +55.0% 398,971 $69.1M
Mariner, LLC 0.11% Add +8.7% 394,048 $68.3M
FAS Wealth Partners, Inc. 5.56% Add +570.7% 393,209 $68.1M
Cibc World Market Inc. 0.15% Add +76.7% 386,870 $67.0M
Blair William & Co. 0.20% Add +4.3% 382,792 $66.3M
HSBC Holdings PLC 0.04% Add +50.6% 381,107 $65.5M
Barclays PLC 0.03% Reduce -36.6% 369,287 $64.0M
Chai Trust Co. LLC 3.96% No change 1,865,494 $63.8M
Consolidated Investment Group LLC 9.73% Reduce -0.7% 366,395 $63.5M
Venture Visionary Partners LLC 2.66% Reduce -0.0% 366,081 $63.4M
Stratos Wealth Partners, LTD. 0.97% Reduce -9.6% 363,512 $63.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9.48% Add +0.1% 358,586 $62.1M
Choreo, LLC 0.94% Reduce -1.1% 350,791 $60.8M
Total Investment Management Inc. 7.81% Add +0.8% 344,704 $59.7M
Spider Management Company, LLC 25.58% No change 343,186 $59.5M
Baltimore-Washington Financial Advisors, Inc. 3.16% Add +0.3% 338,525 $58.6M
Balyasny Asset Management L.P. 0.15% Add +1221.8% 335,636 $58.1M
Southern Farm Bureau Life Insurance 8.35% No change 328,428 $56.9M
Comerica Bank 0.24% Add +7.6% 326,332 $56.5M
CIBC Private Wealth Group LLC 0.12% Add +35.5% 361,484 $55.3M
First Western Trust Bank 2.61% Add +33.4% 314,278 $54.4M
Equitable Holdings, Inc. 0.51% Add +0.5% 311,116 $53.9M
Berkshire Money Management, Inc. 5.99% Reduce -13.3% 307,876 $53.3M
Wharton Business Group, LLC 2.22% Add +0.1% 283,238 $49.1M
GenTrust, LLC 2.33% Add +91.6% 280,711 $48.6M
Sollinda Capital Management LLC 13.11% Add +23.0% 272,049 $47.1M
TRUE Private Wealth Advisors 5.64% Reduce -15.4% 267,836 $46.4M
CBIZ Investment Advisory Services, LLC 2.26% Reduce -0.0% 266,519 $46.2M
McAdam, LLC 2.85% Reduce -0.2% 265,607 $46.0M
NewEdge Advisors, LLC 0.27% Add +1.6% 261,896 $45.4M
Hennion & Walsh Asset Management, Inc. 2.01% Add +170.3% 261,700 $45.3M
Sanctuary Advisors, LLC 0.32% Add +1.6% 260,690 $45.2M
Requisite Capital Management, LLC 10.00% Reduce -5.6% 255,628 $44.3M
Atlanta Consulting Group Advisors, LLC 12.90% Add +2318.9% 255,024 $44.2M
Peapack Gladstone Financial Corp. 0.65% Add +24.4% 251,899 $43.6M
Corient Private Wealth LP 0.07% Add +86.8% 251,828 $43.6M
Steward Partners Investment Advisory, LLC 0.38% Reduce -2.6% 247,042 $42.8M
Arvest Investments, Inc. 6.71% Add +2.9% 245,804 $42.6M
Baird Financial Group, Inc. 0.08% Add +13.8% 245,245 $42.5M
Dynasty Wealth Management, LLC 0.70% Add +139.9% 528,277 $42.3M
Activest Wealth Management 11.33% Add +35.5% 243,915 $42.3M
Manchester Financial Inc. 9.47% Reduce -27.1% 242,565 $42.0M
Bank of Montreal 0.02% Add +2.3% 241,694 $41.9M
Avantax Advisory Services, Inc. 0.25% Add +121.4% 239,657 $41.5M
Exencial Wealth Advisors, LLC 1.53% Reduce -27.6% 237,903 $41.2M
Sapient Capital LLC 0.81% Add +15.6% 236,941 $41.0M
J.Safra Asset Management Corp 3.31% Add +2.4% 234,884 $40.7M
National Bank of Canada 0.05% Reduce -27.6% 233,107 $40.4M
Creative Planning 0.04% Add +18.3% 229,811 $39.8M
Wealth Advisors of Iowa, LLC 17.10% Add +1.7% 229,611 $39.8M
Brookstone Capital Management 0.55% Reduce -7.2% 223,219 $38.7M
Deutsche Bank AG 0.02% Add +369.7% 222,504 $38.5M
Generali Investments CEE, investicni spolecnost, a.s. 3.52% Add +7.0% 217,990 $37.8M
Joule Financial, LLC 13.21% Add +1.0% 217,207 $37.6M
Banco Santander, S.A. 0.41% Reduce -59.2% 216,685 $37.5M
Envestnet Portfolio Solutions, Inc. 0.14% Add +32.8% 213,591 $37.0M
Heck Capital Advisors, LLC 4.10% Reduce -29.9% 210,530 $36.5M
Greenwood Gearhart LLC 2.51% Add +14.9% 209,144 $36.2M
WESCAP Management Group, Inc. 8.46% Reduce -1.6% 200,248 $34.7M
HB Wealth Management, LLC 0.29% Add +497.3% 199,948 $34.6M
Howard Financial Services, LTD. 4.71% Reduce -1.9% 199,531 $34.6M
Vectors Research Management, LLC 12.06% Add +2.6% 199,108 $34.5M
FIL Ltd 0.03% No change 197,006 $34.1M
Elk River Wealth Management LLC 6.37% Add +2.3% 196,391 $34.0M
Integrated Wealth Concepts LLC 0.38% Reduce -1.1% 188,377 $32.6M
Jones Financial Companies LLLP 0.03% Add +71.1% 188,755 $32.4M
LeConte Wealth Management, LLC 20.56% — 186,265 $32.3M
Glen Eagle Advisors, LLC 5.34% Add +20.9% 186,066 $32.2M
Manning & Napier Advisors LLC 0.39% Reduce -1.4% 182,954 $31.7M
Steele Capital Management, Inc. 1.65% Add +2.1% 182,912 $31.7M
Waterloo Capital, L.P. 2.89% Add +21.3% 179,164 $31.0M
TD Waterhouse Canada Inc. 0.25% Add +13.4% 177,073 $30.7M
Arvest Bank Trust Division 1.94% Reduce -1.5% 177,009 $30.7M
Moran Wealth Management, LLC 1.02% Reduce -2.1% 175,657 $30.4M
Main Management LLC 2.68% Add +0.3% 175,592 $30.4M
D.A. Davidson & Co. 0.24% Add +6.3% 172,960 $30.0M
Vicus Capital 2.79% Reduce -11.5% 172,776 $29.9M
One Day In July LLC 2.96% Add +26.8% 170,627 $29.6M
Beacon Pointe Advisors, LLC 0.33% Add +3.7% 169,671 $29.4M
Shufro Rose & Co. LLC 2.34% Add +1.8% 169,427 $29.3M
Permanent Capital Management, LP 8.37% Add +13.8% 168,541 $29.2M
Virtue Capital Management, LLC 3.36% Add +16.0% 166,045 $28.8M
Trilogy Capital Inc. 1.50% Reduce -6.2% 164,560 $28.5M
Matauro, LLC 5.79% Add +64.8% 164,506 $28.5M
Concentric Capital Strategies, LP 2.86% New 164,443 $28.5M
Atlas Private Wealth Advisors 3.95% Reduce -44.1% 163,400 $28.3M
Black Swift Group, LLC 6.40% Add +11.1% 163,313 $28.3M
First Horizon Advisors, Inc. 0.79% Add +2.4% 162,090 $28.1M
Westwood Holdings Group Inc. 0.21% Reduce -3.5% 162,033 $28.1M
Montag A & Associates Inc. 1.41% Reduce -1.5% 162,003 $28.1M
StoneX Group Inc. 1.54% Add +1.7% 161,533 $28.0M
Squarepoint Ops LLC 0.07% New 161,087 $27.9M
Frisch Financial Group, Inc. 7.81% Add +50.6% 160,739 $27.8M
Davis Investment Partners, LLC 12.23% Add +4.5% 168,593 $27.6M
Davidson Capital Management Inc. 7.45% New 158,613 $27.5M
Gradient Investments LLC 0.55% New 158,455 $27.4M
Robertson Stephens Wealth Management, LLC 1.02% Reduce -25.9% 157,931 $27.4M
Goodman Financial Corp 5.89% New 157,630 $27.3M
Pinnacle Associates Ltd. 0.40% Add +2.5% 157,289 $27.2M
Sequoia Financial Advisors, LLC 0.21% Add +2.4% 155,378 $26.9M
Composition Wealth, LLC 0.54% Add +51.2% 155,006 $26.9M
Money Concepts Capital Corp. 1.99% Add +3.3% 153,323 $26.6M
Southeast Asset Advisors, LLC 3.23% Add +26.8% 152,182 $26.4M
Courier Capital LLC 1.72% Add +2.0% 151,962 $26.3M
Sebold Capital Management, Inc. 17.22% Reduce -4.2% 151,184 $26.2M
Petrus Trust Company, LTA 2.44% No change 151,137 $26.2M
Hudson Bay Capital Management LP 0.19% New 150,000 $26.0M
Edmond DE Rothschild Holding S.A. 0.46% Add +11.0% 149,030 $25.8M
Jefferies Financial Group Inc. 0.46% Reduce -7.9% 147,758 $25.6M
Valley Wealth Managers, Inc. 1.94% Add +12.0% 147,689 $25.6M
Summit Financial, LLC 0.72% Add +183.3% 147,266 $25.5M
IFP Advisors, Inc 0.78% Add +21.7% 146,294 $25.3M
Arete Wealth Advisors, LLC 1.94% Add +1.2% 146,264 $25.3M
Jackson, Grant Investment Advisers, Inc. 9.79% Add +0.7% 145,929 $25.3M
Oarsman Capital, Inc. 4.51% Add +9.4% 145,048 $25.1M
Kaydan Wealth Management, Inc. 8.04% Reduce -21.5% 144,687 $25.1M
Captrust Financial Advisors 0.06% Reduce -6.7% 143,818 $24.9M
Measured Wealth Private Client Group, LLC 7.92% Reduce -20.9% 142,341 $24.7M
Cwm, LLC 0.10% Add +3.3% 142,109 $24.6M
Sightline Wealth Advisors, LLC 12.95% Reduce -1.5% 141,847 $24.6M
Turim 21 Investimentos Ltda. 6.55% Reduce -57.7% 140,820 $24.4M
Seneca House Advisors 10.38% Reduce -1.1% 140,597 $24.4M
Nan Shan Life Insurance Co., Ltd. 0.57% New 139,647 $24.2M
&partners 0.25% Add +0.0% 139,413 $23.9M
OneDigital Investment Advisors LLC 0.28% Reduce -3.6% 136,918 $23.7M
Atlas Wealth LLC 12.86% Add +1.5% 136,069 $23.6M
Riversedge Advisors, LLC 5.25% Add +7.4% 135,882 $23.5M
NTV Asset Management LLC 3.13% Add +27.5% 135,571 $23.5M
Gotham Asset Management 0.20% Add +54.6% 135,559 $23.5M
Federation des caisses Desjardins du Quebec 0.12% Add +1.6% 134,375 $23.3M
Granite Bay Wealth Management, LLC 8.04% New 133,666 $23.2M
Neuberger Berman Group LLC 0.02% Reduce -9.3% 133,109 $23.1M
Mason Street Advisors, LLC 2.93% New 133,100 $23.1M
Quest Investment Management LLC 2.85% Add +74.9% 132,763 $23.0M
GWN Securities Inc. 1.29% Add +838.0% 129,868 $22.9M
Brogan Financial, Inc. 11.11% Add +1.0% 131,977 $22.9M
Stratos Investment Management, LLC 1.21% Reduce -25.4% 130,852 $22.7M
Advisory Services Network, LLC 0.43% Add +6.3% 130,512 $22.6M
BBR Partners, LLC 1.59% No change 129,617 $22.5M
Kera Capital Partners, Inc. 6.67% Add +3.5% 129,586 $22.4M
Stephenson & Company, Inc. 13.89% Add +1.0% 123,391 $21.4M
Advocacy Wealth Management, LLC 1.45% Add +571.1% 123,017 $21.3M
Tiller Private Wealth, Inc. 8.78% Add +4.2% 121,632 $21.1M
Dimension Capital Management LLC 3.70% Add +16.4% 120,306 $20.8M
Rainey & Randall Wealth Advisors Inc. 4.05% Add +3.4% 119,418 $20.7M
Equitable Trust Co. 1.14% Add +2.9% 119,097 $20.6M
Private Advisory Group LLC 2.35% Add +1.4% 118,951 $20.6M
Compass Wealth Management LLC 5.23% Add +3.6% 118,503 $20.5M
Consolidated Capital Management, LLC 8.47% New 117,694 $20.4M
FMR LLC 0.00% Add +3.2% 117,075 $20.3M
Calydon Capital 3.76% Add +28.1% 116,820 $20.2M
HM Payson & Co. 0.35% Add +5.2% 116,586 $20.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.62% Reduce -36.0% 116,127 $20.1M
Titleist Asset Management, LLC 2.33% Add +7.6% 115,674 $20.0M
Wealth Forward, LLC 14.25% Reduce -1.1% 115,619 $20.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.27% Add +0.6% 124,032 $20.0M
BlackRock, Inc. 0.00% Add +3.9% 113,989 $19.7M
Baker Avenue Asset Management, LP 0.61% Add +0.1% 112,248 $19.4M
LTG Capital LLC 17.64% Reduce 0.0% 111,625 $19.3M
Tucker Asset Management LLC 6.20% Reduce -40.7% 110,558 $19.2M
Kentucky Farm Bureau Mutual Insurance Co 4.48% No change 110,000 $19.1M
Lockheed Martin Investment Management Co. 0.77% New 109,300 $18.9M
Matthew Goff Investment Advisor, LLC 3.47% Reduce -0.4% 108,661 $18.8M
WealthBridge Capital Management, LLC 5.31% Add +3.0% 108,462 $18.8M
New England Capital Financial Advisors LLC 9.55% Reduce -0.7% 108,352 $18.8M
Lowe Brockenbrough & Co. Inc. 1.23% Reduce -2.5% 108,324 $18.8M
Advisor OS, LLC 2.13% Add +6.5% 108,175 $18.7M
WFA Asset Management Corp 9.75% Add +113.9% 110,125 $18.7M
Capital Advisors, Ltd. LLC 2.44% Add +11.0% 107,089 $18.6M
Forvis Mazars Wealth Advisors, LLC 0.44% Reduce -7.0% 106,105 $18.4M
Connable Office Inc. 1.95% Reduce -17.3% 105,516 $18.3M
Lido Advisors, LLC 0.11% Add +3.3% 105,450 $18.3M
Quattro Financial Advisors LLC 6.24% Add +4.7% 105,029 $18.2M
Bernardo Wealth Planning LLC 4.26% Add +2.6% 102,881 $17.8M
Wolverine Trading, LLC 0.56% Add +19.6% 102,849 $17.7M
Sage Rhino Capital LLC 4.09% Add +0.7% 101,714 $17.6M
RFP Financial Group LLC 7.10% Reduce -35.5% 101,765 $17.6M
Littlejohn Financial Services, Inc. 13.87% Reduce -4.1% 101,356 $17.6M
Arkadios Wealth Advisors 0.66% Add +79.3% 101,093 $17.5M
Echo45 Advisors LLC 11.66% Add +0.1% 100,599 $17.4M
Cary Street Partners Financial LLC 0.55% Add +16.1% 100,557 $17.4M
Pathstone Holdings, LLC 0.07% Reduce -29.2% 99,943 $17.3M
CSS LLC 3.43% Add +0.6% 98,992 $17.1M
Tradition Wealth Management, LLC 1.50% Reduce -0.7% 98,599 $17.1M
Roth Financial Partners LLC 6.74% Add +0.9% 98,526 $17.1M
Riverview Capital Advisers, LLC 5.32% Add +2.4% 97,766 $16.9M
Yelin Lapidot Holdings Management Ltd. 3.26% No change 97,460 $16.9M
Vaughan David Investments LLC 0.39% Reduce -4.3% 97,200 $16.8M
Sterneck Capital Management, LLC 9.04% Reduce 0.0% 96,486 $16.7M
Allen Investment Management, LLC 0.19% Add +259.4% 96,386 $16.7M
Advisor Resource Council 1.34% Reduce -34.3% 102,515 $16.6M
Breakwater Capital Group 2.95% Add +6.4% 95,501 $16.5M
Fairvoy Private Wealth, LLC 4.49% Reduce -8.0% 94,319 $16.3M
Aft, Forsyth & Sober, LLC 5.69% Add +0.9% 94,250 $16.3M
Dumont & Blake Investment Advisors LLC 4.55% Reduce -0.6% 93,741 $16.2M
Great Valley Advisor Group, Inc. 0.35% Add +3.1% 93,736 $16.2M
Ausdal Financial Partners, Inc. 1.22% Add +13.4% 93,638 $16.2M
Capital Investment Advisory Services, LLC 1.44% Add +8.9% 93,027 $16.1M
Ascent Wealth Partners, LLC 2.16% Add +4.0% 92,761 $16.1M
Wealthcare Advisory Partners LLC 0.42% Add +12.7% 91,061 $15.8M
Peak Asset Management, LLC 3.00% Reduce -0.6% 90,844 $15.7M
Farther Finance Advisors, LLC 0.40% Add +20.8% 90,427 $15.7M
Sageworth Trust Co 0.96% Add +0.8% 89,144 $15.4M
Raelipskie Partnership 7.90% Add +3.6% 88,725 $15.4M
Fortis Group Advisors, LLC 2.97% Add +37.1% 88,290 $15.3M
Bright Financial Advisors, Inc. 9.39% Add +4.4% 88,249 $15.3M
Cadent Capital Advisors, LLC 5.77% Reduce -15.9% 87,738 $15.2M
Port Capital LLC 0.69% Reduce -1.2% 87,628 $15.2M
CX Institutional 0.57% Reduce -0.3% 86,883 $15.1M
Sard Wealth Management Group, LLC 10.07% Add +2.1% 86,710 $15.0M
Atria Wealth Solutions, Inc. 0.18% Add +1.4% 86,663 $15.0M
Spectrum Asset Management, Inc. (NB/CA) 6.63% Add +6.6% 86,065 $14.9M
Northwest & Ethical Investments L.P. 0.40% Reduce -38.9% 85,912 $14.9M
AlphaCore Capital LLC 1.27% New 85,876 $14.9M
Essex Financial Services, Inc. 1.07% Add +6.1% 85,556 $14.8M
Fort Point Capital Partners LLC 1.66% Reduce -15.0% 85,510 $14.8M
Compton Wealth Advisory Group, LLC 4.07% Add +1.0% 84,649 $14.7M
Pinnacle Wealth Management Advisory Group, LLC 1.36% Add +5.7% 84,437 $14.6M
Gladstone Institutional Advisory LLC 0.68% Reduce -0.4% 84,088 $14.6M
Sepio Capital, LP 1.15% Add +23.2% 83,908 $14.5M
Ballast, Inc. 4.09% Add +3.2% 83,474 $14.5M
Flputnam Investment Management Co. 0.27% Reduce -25.2% 83,019 $14.4M
Park Avenue Securities LLC 0.18% Add +101.9% 83,019 $14.4M
Peak Financial Management, Inc. 4.30% Add +9.5% 82,911 $14.4M
Franklin Resources Inc. 0.00% Add +5.1% 82,778 $14.3M
Strategic Financial Concepts, LLC 2.67% Add +11.3% 82,316 $14.3M
Cornerstone Wealth Group, LLC 1.18% Add +26.7% 82,075 $14.2M
Ieq Capital, LLC 0.11% Add +95.6% 81,784 $14.2M
Montis Financial, LLC 4.11% Add +15.1% 80,723 $14.0M
AlTi Global, Inc. 0.37% Add +5.4% 80,700 $14.0M
Fairway Wealth LLC 5.17% Add +17.1% 80,695 $14.0M
Sigma Planning Corp 0.44% Reduce -10.8% 80,420 $13.9M
Granby Capital Management, LLC 7.47% No change 80,000 $13.9M
Greenberg Financial Group 5.77% — 72,142 $13.8M
Geneos Wealth Management Inc. 0.46% Add +15.4% 79,775 $13.8M
Forge Financial Services LLC 12.16% Add +2.4% 79,509 $13.8M
Choate Investment Advisors 0.34% Reduce -52.7% 79,470 $13.8M
First Foundation Advisors 0.56% Add +0.8% 78,986 $13.7M
Aster Capital Management (DIFC) Ltd 2.53% New 75,828 $13.7M
Kirtland Hills Capital Management, LLC 8.30% Reduce -2.7% 83,733 $13.6M
ADG Wealth Management Group, LLC 12.83% Reduce -8.4% 78,528 $13.6M
CoreCap Advisors, LLC 0.60% Reduce -39.3% 78,429 $13.6M
Cidel Asset Management Inc. 0.88% No change 78,090 $13.5M
Muirfield Wealth Advisors LLC 11.38% Reduce -0.8% 77,376 $13.4M
DAVENPORT & Co LLC 0.08% Add +6.2% 77,096 $13.4M
Evernest Financial Advisors, LLC 4.77% Add +13.5% 76,798 $13.3M
SG Americas Securities, LLC 0.05% Add +60.1% 76,670 $13.3M
Moore Capital Management, LP 0.52% Add +1459.0% 76,580 $13.3M
RedJay Asset Management Inc. 7.13% New 76,100 $13.2M
Crews Bank & Trust 2.24% Add +0.4% 75,908 $13.1M
Tudor Investment Corporation 0.12% Reduce -51.0% 75,860 $13.1M
Twin Tree Management, LP 0.29% Add +204.0% 75,683 $13.1M
Archer Investment Corp 3.39% Add +4.7% 75,497 $13.1M
Perigon Wealth Management, LLC 0.34% Add +11.7% 75,453 $13.1M
Royal Fund Management, LLC 1.53% New 74,055 $12.8M
CreativeOne Wealth, LLC 0.38% Add +31.6% 73,951 $12.8M
Wealthspire Advisors, LLC 0.08% Add +365.1% 73,930 $12.8M
Stephens Inc. 0.19% Add +8.6% 73,742 $12.8M
Capstone Investment Advisors, LLC 0.15% New 73,456 $12.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -1.8% 73,380 $12.7M
Caldwell Trust Co 1.36% Add +1.7% 73,004 $12.6M
Strong Tower Advisory Services 3.10% Add +69.8% 80,736 $12.6M
Round Rock Advisors LLC 2.33% Add +13.3% 72,451 $12.6M
Concurrent Investment Advisors, LLC 0.30% Reduce -3.9% 71,574 $12.4M
SPX Gestao de Recursos Ltda 1.59% Reduce -56.1% 71,107 $12.3M
Stratos Wealth Advisors, LLC 0.67% Add +11.3% 70,787 $12.3M
Focused Wealth Management, Inc 1.66% Add +0.5% 70,504 $12.2M
Ethos Financial Group, LLC 1.17% No change 69,309 $12.1M
Basso Capital Management, L.P. 10.33% Add +5.1% 70,082 $12.1M
Bleakley Financial Group, LLC 0.39% Add +6.4% 69,854 $12.1M
Fsa Wealth Partners, Inc. 4.54% Reduce -1.5% 69,344 $12.0M
Bradley Foster & Sargent Inc. 0.21% Add +5.8% 69,221 $12.0M
Mendota Financial Group, LLC 12.89% Reduce -37.0% 68,586 $11.9M
Wealth Advisory Solutions, LLC 3.13% New 68,366 $11.8M
Second Line Capital, LLC 3.05% Add +4.7% 68,304 $11.8M
Parkside Investments, LLC 1.74% Add +138.9% 68,236 $11.8M
Johnson Investment Counsel Inc. 0.11% Add +435.6% 67,802 $11.7M
Leavell Investment Management, Inc. 0.58% Reduce -8.6% 67,749 $11.7M
Park Place Capital Corp 3.15% Add +12.3% 67,074 $11.6M
New Insight Wealth Advisors 5.27% Add +23.2% 66,972 $11.6M
Biltmore Family Office, LLC 1.98% Add +20.7% 66,933 $11.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 66,692 $11.6M
Aspen Investment Management Inc 5.31% Add +10.4% 66,518 $11.5M
Harel Insurance Investments & Financial Services Ltd. 0.15% Add +48.3% 71,949 $11.5M
Sterling Manor Financial, LLC 8.15% Reduce -3.9% 65,899 $11.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.74% No change 65,800 $11.4M
OP Asset Management Ltd 0.19% — 65,700 $11.4M
Winthrop Capital Management, LLC 3.13% Reduce -0.3% 65,582 $11.4M
Harbor Investment Advisory, LLC 1.10% Reduce -9.3% 65,332 $11.3M
Level Four Advisory Services, LLC 0.47% Add +3.7% 65,323 $11.3M
Prism Advisors, Inc. 3.44% Reduce -3.8% 64,531 $11.2M
Parallel Advisors, LLC 0.25% Reduce -10.6% 64,334 $11.1M
Davidson Kahn Capital Management, LLC 8.60% Add +25.0% 64,217 $11.1M
Inlight Wealth Management, LLC 6.84% Add +7.1% 63,761 $11.0M
IPG Investment Advisors LLC 2.49% Add +16.4% 63,488 $11.0M
L. Roy Papp & Associates, LLP 1.35% Reduce -2.9% 63,420 $11.0M
Shepherd Financial Partners LLC 1.29% Reduce -66.0% 63,357 $11.0M
Alliancebernstein L.P. 0.00% Add +108.7% 63,070 $10.9M
Greenleaf Trust 0.10% Reduce -9.8% 62,941 $10.9M
D. E. Shaw & Co. 0.01% Add +4.5% 62,748 $10.9M
Benjamin Edwards Inc. 0.15% Reduce -0.5% 62,567 $10.8M
Allworth Financial LP 0.06% Reduce -12.8% 64,590 $10.8M
IHT Wealth Management, LLC 0.34% Reduce -5.1% 62,111 $10.8M
Luken Investment Analytics, LLC 5.00% Reduce -1.5% 61,674 $10.7M
Capital Investment Advisors, LLC 0.21% Reduce -5.1% 61,399 $10.6M
MBB Public Markets I LLC 1.22% Reduce -57.2% 61,346 $10.6M
Chicago Wealth Management, Inc. 5.56% Add +2.1% 61,306 $10.6M
Tandem Wealth Advisors LLC 5.51% Reduce -1.9% 60,893 $10.5M
Ssa Swiss Advisors AG 5.37% — 60,517 $10.5M
LM Advisors LLC 1.89% Add +17.5% 60,236 $10.4M
Agf Management Ltd. 0.05% Add +90.2% 59,328 $10.3M
Badgley Phelps Wealth Managers, LLC 0.25% New 59,310 $10.3M
Raab & Moskowitz Asset Management LLC 2.59% Reduce -1.6% 59,228 $10.3M
Blue Investment Partners LLC 3.85% Add +15.7% 59,025 $10.2M
Walled Lake Planning & Wealth Management, LLC 3.61% Add +5.3% 58,623 $10.2M
Armstrong Advisory Group, Inc. 0.81% No change 57,938 $10.2M
Frank, Rimerman Advisors LLC 0.80% Reduce -7.6% 58,126 $10.1M
Scotia Capital Inc. 0.05% Reduce -7.3% 57,805 $10.0M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -23.7% 58,011 $10.0M
Evercore Wealth Management, LLC 0.16% Reduce -2.4% 57,469 $10.0M
SimpliFi, Inc. 4.57% Reduce -0.3% 57,464 $10.0M
Kavar Capital Partners Group, LLC 1.66% Reduce -0.7% 57,424 $9.9M
Atlantic Edge Private Wealth Management, LLC 3.02% Add +0.3% 57,096 $9.9M
Courage Miller Partners, LLC 3.31% Add +11.6% 56,392 $9.8M
Seaview Investment Managers LLC 2.37% Reduce -17.6% 56,282 $9.7M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +4.4% 56,123 $9.7M
Heritage Trust Co 1.18% Add +47.6% 55,996 $9.7M
New England Private Wealth Advisors LLC 1.50% Reduce -6.8% 55,822 $9.7M
Ruggaard & Associates LLC 4.23% Reduce -0.6% 55,722 $9.7M
Lake Hills Wealth Management, LLC 6.64% Add +96.9% 55,510 $9.6M
Lifestyle Asset Management, Inc. 5.25% New 55,109 $9.5M
American Alpha Advisors, LLC 8.36% Reduce 0.0% 54,410 $9.4M
Carnegie Investment Counsel 0.22% Reduce -4.4% 60,174 $9.4M
Strategic Family Wealth Counselors, L.L.C. 3.04% Add +2.5% 53,961 $9.3M
Clarus Group, Inc. 3.63% Reduce -7.7% 53,932 $9.3M
Argent Advisors, Inc. 3.12% New 53,733 $9.3M
Bailard, Inc. 0.24% Add +11.3% 53,537 $9.3M
Graham Capital Management, L.P. 0.42% Add +121.3% 52,000 $9.0M
Acima Private Wealth, LLC 3.22% Add +28.7% 51,805 $9.0M
Lake Street Private Wealth, LLC 1.47% Reduce -7.8% 51,751 $9.0M
Ssi Investment Management LLC 3.62% New 51,607 $8.9M
Brown Brothers Harriman & Co. 0.06% Add +11.3% 51,298 $8.9M
Oppenheimer & Co. Inc. 0.13% Add +10.0% 51,137 $8.9M
Modera Wealth Management, LLC 0.12% Reduce -0.8% 50,806 $8.8M
Cabot Wealth Management Inc. 1.12% Add +1.8% 50,764 $8.8M
Del-Sette Capital Management, LLC 6.85% Reduce -38.8% 50,358 $8.7M
Harbour Investments, Inc. 0.25% Add +14.3% 50,290 $8.7M
Partners Capital Investment Group, LLP 0.15% New 50,220 $8.7M
Blue Bell Private Wealth Management, LLC 1.65% Reduce -0.4% 50,170 $8.7M
Private Wealth Group, LLC 5.08% Reduce -2.1% 49,923 $8.6M
DeDora Capital, Inc. 2.48% Reduce -2.2% 49,700 $8.6M
Signal Advisors Wealth, LLC 0.84% Add +24.2% 49,557 $8.6M
ZWJ Investment Counsel Inc. 0.35% Add +8.1% 49,400 $8.6M
Orion Porfolio Solutions, LLC 0.08% Add +9.6% 49,380 $8.6M
Orion Portfolio Solutions, LLC 0.08% Add +9.6% 49,380 $8.6M
Dorsey & Whitney Trust CO LLC 0.49% Reduce -0.7% 49,283 $8.5M
NewEdge Wealth, LLC 0.15% Reduce -23.1% 49,179 $8.5M
LWM Advisory Services, LLC 5.91% New 49,107 $8.5M
Burke & Herbert Bank & Trust Co. 2.04% Add +1.0% 48,971 $8.5M
Quantinno Capital Management LP 0.05% Add +63.8% 48,640 $8.4M
Pallas Capital Advisors LLC 0.35% Add +24.2% 48,326 $8.4M
MTC Wealth Management LLC 4.10% Reduce -10.7% 48,180 $8.3M
Moss Adams Wealth Advisors LLC 0.88% Reduce -3.5% 48,165 $8.3M
Lumbard & Kellner, LLC 3.67% Add +12.3% 48,043 $8.3M
Private Client Services, LLC 4.12% Add +116.8% 48,034 $8.3M
Alexis Investment Partners, LLC 3.95% Add +1.8% 48,033 $8.3M
First Financial Bank - Trust Division 0.80% Reduce -7.0% 47,581 $8.2M
Jacksonville Wealth Management, LLC 8.10% Add +2.8% 47,495 $8.2M
Financial Advocates Investment Management 0.57% Reduce -9.6% 46,912 $8.1M
Hancock Whitney Corp. 0.26% Add +1.6% 46,273 $8.0M
Stelac Advisory Services LLC 3.29% Add +1.8% 46,152 $8.0M
Peddock Capital Advisors, LLC 2.01% Reduce -2.1% 45,924 $8.0M
Royal Harbor Partners, LLC 3.08% Reduce -1.6% 45,905 $8.0M
Hi-Line Capital Management, LLC 2.97% Add +13.1% 45,860 $7.9M
Atlas Legacy Advisors, LLC 2.00% Reduce -19.1% 45,340 $7.9M
Prasad Wealth Partners, LLC 2.56% Add +8.7% 45,324 $7.9M
Black Diamond Financial, LLC 1.18% Reduce -6.8% 45,223 $7.8M
VestGen Advisors, LLC 0.36% — 45,152 $7.8M
McAlister, Sweet & Associates, Inc. 5.91% Reduce -23.0% 43,526 $7.8M
Quad-Cities Investment Group, LLC 3.85% Add +4.1% 45,022 $7.8M
Redmont Wealth Advisors LLC 15.11% Reduce -2.1% 44,776 $7.8M
Axxcess Wealth Management, LLC 0.21% Add +139.8% 44,654 $7.7M
Insigneo Advisory Services, LLC 0.79% Add +18.4% 44,398 $7.7M
Susquehanna International Group, LLP 0.01% Add +161.5% 44,218 $7.7M
Richard W. Paul & Associates, LLC 3.00% Add +384.8% 44,128 $7.6M
E&G Advisors, LLC 2.15% Add +1.1% 44,063 $7.6M
Cullen/Frost Bankers, Inc. 0.11% Add +66.7% 43,832 $7.6M
LYNX Capital Group Ltd. 3.91% Add +14.3% 43,808 $7.6M
Kestra Private Wealth Services, LLC 0.13% Add +5.4% 43,778 $7.6M
Fifth Third Wealth Advisors LLC 0.39% Add +36.5% 43,668 $7.6M
Dynamic Advisor Solutions LLC 0.25% Reduce -16.7% 43,405 $7.5M
United Capital Financial Advisors, LLC 0.06% Reduce -1.6% 43,355 $7.5M
Old Mission Capital LLC 0.14% Add +9.4% 43,345 $7.5M
RVW Wealth, LLC 0.70% Reduce -1.2% 43,200 $7.5M
Parsons Capital Management Inc. 0.41% Reduce -0.4% 42,987 $7.4M
CM Wealth Advisors LLC 2.37% Add +34.4% 42,708 $7.4M
Pettinga Financial Advisors LLC 1.72% Add +69.3% 42,267 $7.3M
First United Bank & Trust 2.73% Add +19.7% 42,136 $7.3M
Prairie Sky Financial Group LLC 4.33% Add +2.4% 42,094 $7.3M
Well Done, LLC 1.32% Reduce -0.6% 41,567 $7.3M
Amplius Wealth Advisors, LLC 0.76% Add +0.5% 41,942 $7.3M
National Philanthropic Trust 0.12% Add +91.2% 41,892 $7.3M
Atwood & Palmer Inc. 0.50% Add +22.7% 41,861 $7.3M
Koshinski Asset Management, Inc. 0.61% Add +3.3% 41,739 $7.2M
AQR Capital Management 0.01% Reduce -0.5% 41,489 $7.2M
First National Bank Sioux Falls 2.91% Add +94.6% 41,451 $7.2M
Rwa Wealth Partners, LLC 0.09% Add +550.0% 41,338 $7.2M
Fortitude Financial, LLC 6.75% Add +818.5% 40,911 $7.1M
Haverford Trust Co 0.07% Reduce -0.4% 40,827 $7.1M
Lakeshore Financial Planning, Inc. 2.94% Reduce -11.1% 40,781 $7.1M
Ancora Advisors LLC 0.16% Add +6.7% 40,703 $7.1M
Guidance Capital, Inc. 2.15% Add +11.4% 41,007 $7.0M
Fortress Financial Group, LLC 7.01% Add +6.4% 40,562 $7.0M
GC Wealth Management RIA, LLC 1.29% Reduce -1.1% 40,509 $7.0M
Marshall & Sterling Wealth Advisors Inc. 4.77% Add +3.3% 40,477 $7.0M
TigerOak Management, L.L.C. 2.71% Add +10.8% 40,447 $7.0M
Rothschild Investment LLC 0.46% Add +9.0% 39,873 $6.9M
Norris Perne & French LLP 0.52% New 39,751 $6.9M
Bessemer Group Inc. 0.01% Reduce -0.3% 39,494 $6.8M
Herold Advisors, Inc. 1.50% Add +3.1% 39,410 $6.8M
Intrepid Financial Planning Group LLC 3.15% Reduce -2.5% 39,220 $6.8M
Atria Investments, Inc 0.09% Reduce -5.5% 39,299 $6.8M
Signal Tree Financial Partners LLC 6.83% Add +22.4% 39,297 $6.8M
New England Asset Management Inc. 1.15% Add +34.1% 39,190 $6.8M
SCS Capital Management LLC 0.09% New 38,909 $6.7M
Curbstone Financial Management Corp 1.42% Reduce -2.1% 38,755 $6.7M
BostonPremier Wealth LLC 4.16% Reduce -4.2% 38,677 $6.7M
Tocqueville Asset Management L.P. 0.11% Add +10.3% 38,578 $6.7M
Navalign, LLC 1.90% Add +2.6% 38,571 $6.7M
Erste Asset Management GmbH 0.09% Add +19.7% 191,560 $6.7M
Garden State Investment Advisory Services LLC 2.13% Reduce -24.3% 38,315 $6.7M
Sheets Smith Wealth Management 0.83% Add +0.7% 38,447 $6.7M
Thoroughbred Financial Services, LLC 0.41% Add +17.0% 38,284 $6.6M
Prevail Innovative Wealth Advisors, LLC 1.76% Reduce -32.1% 38,137 $6.6M
Magnus Financial Group LLC 0.64% Add +16.1% 38,134 $6.6M
Toronto Dominion Bank 0.02% Reduce -2.5% 37,967 $6.6M
Arlington Trust Co LLC 1.38% Add +488.7% 37,500 $6.5M
Johnson Bixby & Associates, LLC 0.96% Reduce -5.1% 37,254 $6.5M
Sagace Wealth Management LLC 4.87% Add +0.9% 37,132 $6.4M
Fifth Third Bancorp 0.02% Reduce -0.3% 36,901 $6.4M
Apollon Wealth Management, LLC 0.14% Add +10.1% 36,877 $6.4M
Integrated Advisors Network LLC 0.32% Reduce -31.3% 36,857 $6.4M
NDWM LLC 6.24% Add +3.4% 36,826 $6.4M
Bcwm, LLC 2.20% Add +1.3% 36,467 $6.3M
Partnership Wealth Management, LLC 5.34% Reduce -0.1% 36,300 $6.3M
Grange Capital, LLC 7.33% Add +1.9% 36,297 $6.3M
Retirement Financial Solutions, LLC 2.43% New 36,001 $6.2M
Prospera Financial Services Inc 0.14% Reduce -29.7% 35,784 $6.2M
Retirement Income Solutions, Inc. 1.29% Add +1.4% 35,663 $6.2M
Sheets Smith Investment Management 6.11% Reduce -0.1% 35,387 $6.1M
WealthShield Partners, LLC 0.79% Reduce -3.8% 35,288 $6.1M
Ridgepath Capital Management LLC 2.91% Add +466.2% 34,916 $6.0M
Hirtle & Co., LLC 0.27% Add +2.2% 34,837 $6.0M
CapWealth Advisors, LLC 0.65% Add +9.4% 34,760 $6.0M
Wakefield Asset Management LLLP 1.82% Reduce -15.6% 34,701 $6.0M
Ironwood Financial, llc 1.29% Add +11.7% 34,676 $6.0M
Founders Financial Securities LLC 0.51% Add +44.8% 35,592 $6.0M
IFG Advisors, LLC 1.14% Add +1281.4% 34,287 $5.9M
Kelly Financial Group LLC 1.85% Reduce -8.7% 34,260 $5.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.90% Add +5.5% 34,541 $5.9M
B. Riley Wealth Advisors, Inc. 0.18% Add +12.0% 34,159 $5.9M
Fca Corp. 1.89% Reduce -0.9% 34,148 $5.9M
Instrumental Wealth, LLC 5.34% New 35,221 $5.9M
Focus Partners Advisor Solutions, LLC 0.09% Add +27.1% 34,038 $5.9M
Credit Agricole S A 0.02% Add +10.2% 34,035 $5.9M
Talon Private Wealth, LLC 0.79% Add +1029.7% 33,099 $5.9M
Modus Advisors, LLC 1.92% Add +3.0% 33,829 $5.9M
J.W. Cole Advisors, Inc. 0.18% Reduce -30.1% 33,739 $5.8M
Eldridge Investment Advisors, Inc. 1.34% Reduce -3.0% 33,648 $5.8M
Independent Financial Group, LLC 0.20% Reduce -1.3% 33,547 $5.8M
McHugh Group, LLC 4.46% Add +18.8% 33,490 $5.8M
Floyd Financial Group LLC 5.24% Add +1441.5% 33,465 $5.8M
Birchcreek Wealth Management, LLC 3.66% Add +4.8% 33,437 $5.8M
Itau Unibanco Holding S.A. 0.22% Add +42.7% 33,100 $5.7M
Northern Trust Corp. 0.00% Reduce -24.1% 32,945 $5.7M
Smith, Moore & Co. 0.53% Add +0.3% 32,871 $5.7M
Confluence Wealth Services, Inc. 0.36% Add +3.0% 34,523 $5.7M
Gateway Wealth Partners, LLC 1.28% Add +3.6% 32,830 $5.7M
Grant Street Asset Management, Inc. 1.39% Add +3.5% 32,711 $5.7M
Stone Summit Wealth LLC 1.91% Add +4.1% 32,613 $5.6M
Weil Company, Inc. 1.66% Reduce -10.0% 32,195 $5.6M
Modern Wealth Management, LLC 0.18% Reduce -2.6% 32,189 $5.6M
Bulltick Wealth Management, LLC 1.48% Add +9.2% 32,168 $5.6M
Fluent Financial, LLC 2.41% New 31,907 $5.5M
PMG Wealth Management, Inc. 5.86% Reduce -0.4% 31,851 $5.5M
Ciovacco Capital Management LLC 3.85% Reduce -2.1% 31,717 $5.5M
Delta Wealth Advisors LLC 4.97% Reduce -2.6% 31,621 $5.5M
Strategy Asset Managers LLC 1.12% Reduce -14.7% 31,445 $5.4M
World Investment Advisors 0.14% Reduce -24.5% 31,445 $5.4M
Cherry Tree Wealth Management, LLC 1.30% Add +2.9% 31,123 $5.4M
Connecticut Wealth Management, LLC 0.28% New 31,082 $5.4M
Inkwell Capital LLC 5.85% Reduce -0.3% 30,818 $5.3M
Roundview Capital LLC 0.38% Add +3.4% 30,779 $5.3M
General American Investors Co. Inc. 0.39% No change 30,611 $5.3M
Transcend Capital Advisors, LLC 0.38% Reduce -9.3% 30,561 $5.3M
Simmons Bank 0.40% Add +19.2% 30,513 $5.3M
Baring Financial LLC 4.43% Add +57.5% 30,456 $5.3M
Benchmark Financial Wealth Advisors, LLC 1.99% Add +0.3% 30,366 $5.3M
Focus Financial Network, Inc. 0.21% Add +1.8% 30,347 $5.3M
Black Maple Capital Management LP 4.09% Reduce -8.8% 30,100 $5.2M
Northeast Financial Consultants Inc 0.23% New 29,942 $5.2M
Vontobel Holding Ltd. 0.02% Add +55.9% 29,851 $5.2M
Cape Investment Advisory, Inc. 2.06% Add +20.4% 29,786 $5.2M
Phoenix Wealth Advisors 2.24% Add +22.5% 29,643 $5.1M
Taylor & Morgan Wealth Management, LLC 3.87% Reduce -1.1% 29,605 $5.1M
Great Diamond Partners, LLC 1.40% Reduce -1.5% 29,591 $5.1M
CRA Financial Services, LLC 0.88% Add +11.5% 29,565 $5.1M
Lunt Capital Management, Inc. 1.85% Add +7.8% 29,271 $5.1M
BluePointe Capital Management, LLC 1.93% Add +126.1% 29,178 $5.1M
Horizon Wealth Management, LLC 0.85% Add +3.6% 29,111 $5.0M
Armstrong, Fleming & Moore, Inc 6.10% New 29,092 $5.0M
Silver Oak Securities, Incorporated 0.47% Add +20.5% 29,223 $5.0M
Milestone Investment Advisors LLC 1.39% Reduce -0.9% 28,863 $5.0M
Pinnacle Wealth Management Group, Inc. 3.48% Reduce -4.2% 28,834 $5.0M
Darrow Company, Inc. 2.78% Reduce -22.3% 28,818 $5.0M
PFG Advisors 0.28% Add +68.5% 28,757 $5.0M
Castlekeep Investment Advisors LLC 2.56% New 28,722 $5.0M
Alta Wealth Advisors LLC 2.28% Add +1.0% 28,701 $5.0M
First Washington CORP 1.74% New 28,637 $5.0M
Siligmueller & Norvid Wealth Advisors LLC 2.10% Add +33.3% 28,595 $5.0M
Nations Financial Group Inc, /Ia/ 0.37% Reduce -30.9% 28,109 $4.9M
Jump Financial, LLC 0.07% New 28,055 $4.9M
Bryn Mawr Trust Advisors, LLC 0.29% Add +2.1% 27,991 $4.8M
Access Financial Services, Inc. 1.95% Reduce -1.0% 27,980 $4.8M
Clear Creek Financial Management, LLC 0.50% Add +20.1% 27,817 $4.8M
SkyView Investment Advisors, LLC 0.72% Reduce -12.6% 27,700 $4.8M
Madison Wealth Partners, Inc 1.18% Add +0.5% 27,553 $4.8M
Meridian Investment Counsel Inc. 1.41% Add +13.9% 27,550 $4.8M
Visionary Horizons, LLC 3.36% Add +2243.1% 27,531 $4.8M
Prostatis Group LLC 1.50% Add +29.7% 27,453 $4.8M
Fulcrum Equity Management 5.17% Add +2110.7% 27,302 $4.7M
Precedent Wealth Partners, LLC 1.31% Add +54.4% 27,274 $4.7M
U.S. Capital Wealth Advisors, LLC 0.15% Reduce -2.4% 27,270 $4.7M
Sage Capital Management, LLC 2.55% Reduce -5.6% 27,150 $4.7M
Tranquilli Financial Advisor LLC 2.96% Add +40.0% 27,033 $4.7M
Redhawk Wealth Advisors, Inc. 0.63% Reduce -1.1% 27,031 $4.7M
Orion Capital Management LLC 1.97% Add +2.3% 26,969 $4.7M
Market Street Wealth Management Advisors LLC 0.79% Reduce -0.4% 26,912 $4.7M
Advisors Preferred, LLC 0.63% Reduce -21.2% 26,861 $4.7M
EP Wealth Advisors, LLC 0.04% Reduce -7.8% 26,883 $4.7M
Financial Guidance Group, Inc. 2.51% Add +9.3% 26,840 $4.6M
SummitTX Capital, L.P. 0.20% — 26,835 $4.6M
Abundance Wealth Counselors 0.97% New 26,777 $4.6M
Optima Capital LLC 2.95% Add +22.1% 26,760 $4.6M
Fire Capital Management LLC 3.41% Add +9.3% 26,742 $4.6M
Oxbow Advisors, LLC 0.50% Reduce -13.1% 26,636 $4.6M
Garner Asset Management Corp 2.03% Add +64.0% 26,570 $4.6M
HBK Sorce Advisory LLC 0.13% Add +2.1% 26,248 $4.5M
Paces Ferry Wealth Advisors, LLC 2.25% Add +4.8% 26,153 $4.5M
CHURCHILL MANAGEMENT Corp 0.06% Reduce -9.6% 26,127 $4.5M
Lester Murray Antman dba SimplyRich 1.31% Add +0.2% 26,084 $4.5M
Roger Wittlin Investment Advisory, LLC 2.64% Reduce -8.2% 26,007 $4.5M
Diversify Advisory Services, LLC 0.28% Add +8.4% 26,578 $4.5M
Azimuth Capital Investment Management LLC 0.18% Add +6.6% 25,885 $4.5M
Marino, Stram & Associates LLC 0.99% Add +2.7% 25,838 $4.5M
Factorial Partners, LLC 2.76% Add +84.3% 25,800 $4.5M
Spire Wealth Management 0.14% Reduce -4.7% 25,770 $4.5M
Pettyjohn, Wood & White, Inc. 0.85% Add +3.7% 25,737 $4.5M
Snowden Capital Advisors LLC 0.14% Reduce -36.2% 25,314 $4.4M
BlueChip Wealth Advisors LLC 2.12% Reduce -16.3% 24,920 $4.3M
Defined Wealth Management, LLC 2.90% Reduce -0.4% 24,899 $4.3M
Elgethun Capital Management 0.96% Add +24.6% 24,809 $4.3M
Shoker Investment Counsel, Inc. 1.45% Add +0.1% 24,715 $4.3M
Cypress Capital Group 0.56% New 24,580 $4.3M
Voisard Asset Management Group, Inc. 1.24% Reduce -21.1% 24,568 $4.3M
Cannon Advisors, Inc. 3.92% Reduce -21.6% 24,552 $4.3M
Viawealth, LLC 2.61% Reduce -6.0% 24,408 $4.2M
O'shaughnessy Asset Management, LLC 0.03% Add +16.6% 24,309 $4.2M
International Assets Investment Management, LLC 0.37% Add +35.4% 24,202 $4.2M
Genesis Private Wealth, LLC 2.22% Add +6.3% 24,192 $4.2M
Birch Hill Investment Advisors LLC 0.20% Add +43.4% 24,077 $4.2M
Mutual Advisors, LLC 0.12% Reduce -43.5% 24,854 $4.2M
Clear Harbor Asset Management, LLC 0.33% Add +57.0% 23,980 $4.2M
Analyst IMS Investment Management Services Ltd. 0.16% Add +62.3% 23,980 $4.2M
Independent Advisor Alliance 0.14% Reduce -62.5% 23,917 $4.1M
RMR Capital Management, LLC 2.99% Add +1.2% 23,888 $4.1M
Dana Investment Advisors, Inc. 0.15% Reduce -4.2% 23,859 $4.1M
Pinnacle Financial Partners Inc 0.08% Reduce -6.3% 23,735 $4.1M
Cannell & Spears LLC 0.09% Add +26.8% 23,801 $4.1M
Principal Securities, Inc. 0.09% Add +2.4% 23,514 $4.1M
O'ROURKE & COMPANY, Inc 2.04% Add +4.8% 23,705 $4.1M
Fulton Breakefield Broenniman LLC 0.30% Reduce -7.4% 23,695 $4.1M
Visualize Group LP 1.35% New 23,597 $4.1M
Raffa Wealth Management, LLC 0.93% Add +0.5% 23,578 $4.1M
Foundations Investment Advisors, LLC 0.08% Add +7.2% 23,547 $4.1M
Koss-Olinger Consulting, LLC 0.34% Reduce -0.2% 23,532 $4.1M
FineMark National Bank & Trust 0.15% Reduce -5.1% 23,503 $4.1M
Prime Capital Investment Advisors, LLC 0.05% Add +6.0% 23,494 $4.1M
Counterweight Ventures, LLC 2.91% Add +5.5% 23,406 $4.1M
StoneCrest Wealth Management, Inc. 2.57% Reduce -2.4% 23,370 $4.0M
Wilmington Savings Fund Society, FSB 0.08% Reduce -0.5% 23,311 $4.0M
Evoke Wealth, LLC 0.10% Add +0.1% 23,137 $4.0M
Graypoint LLC 0.25% Add +58.7% 23,060 $4.0M
Central Pacific Bank - Trust Division 0.57% New 22,850 $4.0M
Moneta Group Investment Advisors LLC 0.05% Reduce -2.0% 22,785 $3.9M
Ameritas Advisory Services, LLC 0.16% Add +7.9% 22,635 $3.9M
Diversified Trust Co. 0.10% Add +3.5% 22,571 $3.9M
Catalina Capital Group, LLC 2.61% Add +4.5% 22,566 $3.9M
REDW Wealth LLC 1.44% Reduce -19.3% 22,376 $3.9M
Caprock Group, LLC 0.12% Add +5.0% 22,196 $3.8M
Wealthfront Advisers LLC 0.01% Add +29.7% 22,182 $3.8M
CVFG LLC 3.48% Add +3.1% 22,105 $3.8M
Cordgrass Capital Advisors, LLC 1.09% Add +2.9% 22,102 $3.8M
Global Wealth Management, LLC 2.21% Reduce -2.5% 22,100 $3.8M
Gator Capital Management, LLC 1.46% Reduce -6.0% 22,016 $3.8M
Excalibur Management Corp. 1.50% Add +14.4% 22,014 $3.8M
Maripau Wealth Management LLC 2.19% Add +18.2% 21,993 $3.8M
Cowa, LLC 1.61% Add +2.0% 42,031 $3.8M
Buffington Mohr McNeal 0.74% Reduce -27.8% 21,627 $3.7M
Howland Capital Management LLC 0.17% Reduce -26.6% 21,587 $3.7M
Investment Advisory Services Inc. /TX 1.35% Add +5.3% 21,523 $3.7M
GM Advisory Group, LLC 0.20% Add +1.9% 21,324 $3.7M
Joseph P. Lucia & Associates, LLC 1.69% Add +4.4% 21,293 $3.7M
Equity Investment Corp. 0.08% Add +14.9% 21,284 $3.7M
Smith Anglin Financial, LLC 0.39% Reduce -9.2% 21,166 $3.7M
Park Square Financial Group, LLC 2.90% Reduce -22.5% 21,105 $3.7M
CMG Global Holdings, LLC 2.38% Add +26.7% 21,753 $3.6M
Summit Financial Wealth Advisors, LLC 0.72% Reduce -0.4% 20,992 $3.6M
Rye Brook Capital LLC 4.55% Add +1.7% 20,950 $3.6M
CPC Advisors, LLC 0.50% Add +224.5% 20,913 $3.6M
Aspiriant, LLC 0.13% Reduce -2.2% 20,835 $3.6M
Meridian Financial Advisors, LLC 2.53% Add +7.5% 20,808 $3.6M
Citizens Financial Group Inc. 0.07% Add +56.0% 20,750 $3.6M
Centaurus Financial, Inc. 0.22% Add +5.6% 20,726 $3.6M
Bokf, NA 0.06% Reduce -19.9% 20,649 $3.6M
Jacobi Capital Management LLC 0.26% Add +1.7% 20,359 $3.5M
Stock Yards Bank & Trust Co. 0.13% Add +2.7% 20,305 $3.5M
Steel Grove Capital Advisors, LLC 0.53% Add +8.3% 20,223 $3.5M
LCNB Corp. 1.29% Reduce -57.8% 20,159 $3.5M
Hilltop Holdings Inc. 0.22% Add +1.1% 20,099 $3.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.28% No change 20,071 $3.5M
XTX Topco Ltd 0.18% Add +224.7% 19,997 $3.5M
First National Bank of Mount Dora, Trust Investment Services 0.84% No change 19,927 $3.5M
Bison Wealth, LLC 0.32% New 20,304 $3.4M
Coastal Bridge Advisors, LLC 0.49% Add +41.1% 19,824 $3.4M
Gries Financial LLC 0.66% Add +1.2% 19,735 $3.4M
Maltin Wealth Management, Inc. 1.60% Add +2.9% 19,728 $3.4M
Renasant Bank 2.25% Add +11.8% 19,577 $3.4M
Menora Mivtachim Holdings LTD. 0.02% Add +129.4% 19,500 $3.4M
Evolution Wealth Advisors, LLC 0.56% Reduce -8.7% 19,436 $3.4M
Wick Capital Partners, LLC 1.00% Reduce -0.2% 19,367 $3.4M
First PREMIER Bank 0.85% Add +14.2% 19,347 $3.4M
Acorn Wealth Advisors, LLC 1.39% Add +10.9% 19,319 $3.3M
First National Trust Co 0.13% Add +36.9% 19,290 $3.3M
Global Assets Advisory, LLC 0.63% Add +121.4% 20,192 $3.3M
Baker Ellis Asset Management LLC 0.48% Add +2.2% 19,168 $3.3M
Allegheny Financial Group 0.85% Add +13.7% 19,158 $3.3M
Wellspring Financial Advisors, LLC 0.37% Reduce -14.0% 19,154 $3.3M
Peak Planning Group, LLC 1.38% Reduce -2.5% 18,930 $3.3M
Highland Capital Management, LLC 0.20% Reduce -9.5% 18,845 $3.3M
Moloney Securities Asset Management, LLC 0.44% Add +7.4% 18,828 $3.3M
Mosaic Financial Group, LLC 2.65% Add +2.6% 18,811 $3.3M
Flagstar Securities, Inc. 0.83% Add +8.0% 18,792 $3.3M
Merkkuri Wealth Advisors LLC 2.78% Reduce -14.2% 18,731 $3.2M
Moneco Advisors, LLC 0.34% Reduce -8.9% 18,678 $3.2M
Kopp Family Office, LLC 2.23% Add +3.2% 18,580 $3.2M
Kennicott Capital Management LLC 2.10% Add +53.4% 18,564 $3.2M
Romano Brothers and Company 0.41% Add +24.2% 18,498 $3.2M
Guyasuta Investment Advisors Inc. 0.21% Add +21.2% 18,480 $3.2M
Apexium Financial, LP 0.19% Add +7.1% 18,369 $3.2M
Legacy Private Trust Co. 0.22% Reduce -10.8% 18,369 $3.2M
Kelleher Financial Advisors 1.26% Add +406.8% 18,307 $3.2M
Ironsides Asset Advisors, LLC 0.93% Reduce -0.0% 18,239 $3.2M
Martel Wealth Advisors LLC 0.63% Add +2.9% 18,237 $3.2M
Lyell Wealth Management, LP 0.29% Reduce -3.6% 18,096 $3.1M
Telos Capital Management, Inc. 0.34% Add +3.8% 18,085 $3.1M
Williams Jones Wealth Management, LLC. 0.04% Reduce -2.9% 18,073 $3.1M
KPP Advisory Services LLC 0.59% Add +9.8% 17,985 $3.1M
Trueblood Wealth Management, LLC 1.44% Add +22.2% 17,961 $3.1M
Financial Enhancement Group LLC 0.48% Reduce -63.2% 19,009 $3.1M
Sunpointe, LLC 1.65% Reduce -2.2% 17,911 $3.1M
Ascentis Independent Advisors 0.61% Add +106.3% 17,849 $3.1M
Carret Asset Management, LLC 0.35% Add +43.9% 17,817 $3.1M
Costello Asset Management, INC 1.25% Add +57.3% 17,815 $3.1M
Keystone Financial Group 0.31% Reduce -2.1% 17,794 $3.1M
Commerce Bank 0.02% Add +120.9% 17,735 $3.1M
Verity Asset Management, Inc. 1.25% Reduce -18.4% 17,665 $3.1M
Patten & Patten Inc. 0.20% Reduce -0.2% 17,651 $3.1M
Ashton Thomas Private Wealth, LLC 0.12% Reduce -2.5% 17,562 $3.0M
WealthTrust Asset Management, LLC 2.22% Reduce -24.3% 17,286 $3.0M
Jordan Park Group LLC 0.22% No change 17,200 $3.0M
Rainier Family Wealth Inc. 3.51% Add +283.6% 17,191 $3.0M
Picton Mahoney Asset Management 0.10% Add +478.4% 17,151 $3.0M
Kingsview Wealth Management, LLC 0.06% Add +13.7% 17,143 $3.0M
GEM Asset Management, LLC 1.66% Add +828.1% 17,067 $3.0M
Brightwater Advisory LLC 2.33% Reduce -0.4% 17,027 $2.9M
Bouchey Financial Group, Ltd. 0.27% Reduce -1.8% 16,997 $2.9M
NovaPoint Capital, LLC 0.90% Reduce -10.6% 16,843 $2.9M
LexAurum Advisors, LLC 0.56% Add +20.6% 16,729 $2.9M
Global Financial Private Client, LLC 1.11% Add +0.9% 16,722 $2.9M
Belpointe Asset Management LLC 0.15% Add +30.2% 16,680 $2.9M
SeaBridge Investment Advisors LLC 0.62% Add +0.7% 16,683 $2.9M
Van Hulzen Asset Management, LLC 0.26% Add +3.2% 16,502 $2.9M
Chilton Investment Co. Inc. 0.07% Add +1000.0% 16,500 $2.9M
Sig Brokerage, LP 0.83% Add +154.7% 16,464 $2.9M
Lanark Financial, Inc. 0.24% — 16,243 $2.8M
Valmark Advisers, Inc. 0.04% Add +9.6% 16,174 $2.8M
WASHINGTON TRUST Co 0.11% Reduce -6.1% 16,109 $2.8M
Alterna Wealth Management, Inc. 2.11% Add +11.7% 16,029 $2.8M
Louisbourg Investments Inc. 0.75% Reduce -63.0% 22,750 $2.8M
Delta Investment Management, LLC 0.56% Add +0.3% 15,952 $2.8M
Alpha Omega Wealth Management LLC 0.53% Reduce -1.9% 15,922 $2.8M
Fonville Wealth Management LLC 0.81% New 16,322 $2.8M
Ameraudi Asset Management, Inc. 1.57% Add +98.2% 15,871 $2.7M
Mgo One Seven LLC 0.11% Reduce -5.8% 15,870 $2.7M
St Germain D J Co. Inc. 0.13% Reduce -4.8% 15,812 $2.7M
Summit Investment Advisors, Inc. 2.43% Add +5.8% 16,078 $2.7M
Schrum Private Wealth Management LLC 2.39% Reduce -2.0% 15,693 $2.7M
Creative Financial Designs Inc. 0.22% Add +19.6% 15,583 $2.7M
Waterford Advisors, LLC 1.11% Reduce -4.5% 15,509 $2.7M
Tsfg, LLC 0.55% Add +0.7% 15,450 $2.7M
Novare Capital Management LLC 0.23% Add +184.0% 15,409 $2.7M
Sowell Financial Services LLC 0.12% Reduce -72.8% 15,387 $2.7M
Wedbush Securities Inc. 0.10% Add +1.4% 15,298 $2.6M
Rhumbline Advisers 0.00% Add +6.1% 15,236 $2.6M
Drexel Morgan & Co. 0.55% Add +17.0% 15,215 $2.6M
Private Trust Co. NA 0.27% Reduce -2.2% 15,193 $2.6M
Carolinas Wealth Consulting LLC 0.57% Add +2.6% 15,181 $2.6M
Epiq Partners, LLC 1.46% Add +18.7% 15,113 $2.6M
Algorithmic Investment Models, LLC 1.93% New 15,094 $2.6M
Thrivent Financial for Lutherans 0.01% Reduce -74.9% 14,125 $2.6M
Wingate Wealth Advisors, Inc. 2.97% Reduce -11.1% 14,891 $2.6M
BigSur Wealth Management LLC 0.70% Reduce -4.9% 14,884 $2.6M
Mark Sheptoff Financial Planning, LLC 1.42% Reduce -6.0% 14,880 $2.6M
AdvisorNet Financial, Inc 0.19% Add +37.9% 14,812 $2.6M
Marco Investment Management LLC 0.24% Reduce -2.3% 14,728 $2.6M
Fiduciary Group, LLC 0.25% Reduce -10.1% 14,657 $2.5M
Davis R M Inc. 0.05% Add +0.1% 14,651 $2.5M
Krilogy Financial LLC 0.16% Reduce -7.5% 14,640 $2.5M
Arkos Global Advisors 0.37% No change 14,609 $2.5M
Godshalk Welsh Capital Management, Inc. 1.66% Add +0.3% 14,609 $2.5M
Tandem Investment Partners LLC 2.49% Add +2.6% 14,550 $2.5M
Klingman & Associates, LLC 0.15% Reduce -1.7% 14,428 $2.5M
Delos Wealth Advisors, LLC 1.96% Add +55.4% 14,287 $2.5M
Merit Financial Group, LLC 0.04% Add +65.3% 14,258 $2.5M
Fortune Financial Advisors, LLC 2.13% Reduce -5.5% 14,238 $2.5M
Regal Investment Advisors LLC 0.20% Add +6.6% 14,137 $2.4M
Fiduciary Alliance LLC 0.24% Reduce -6.3% 14,121 $2.4M
Willis Investment Counsel 0.16% Add +188.2% 14,097 $2.4M
Cahill Financial Advisors Inc. 0.33% Reduce -3.5% 14,081 $2.4M
Provident Wealth Management, LLC 0.84% Add +9.9% 14,047 $2.4M
MJP Associates Inc. 0.44% Add +13.9% 14,023 $2.4M
Transform Wealth, LLC 0.15% Reduce -26.7% 13,983 $2.4M
Charis Legacy Partners, LLC 4.58% Reduce -0.0% 13,981 $2.4M
Cushing Capital Partners, LLC 2.17% Add +2.3% 13,939 $2.4M
Francis Financial, Inc. 0.59% Add +5.8% 13,936 $2.4M
Legacy PCG, LLC 1.70% Add +106.6% 13,931 $2.4M
Osborne Partners Capital Management, LLC 0.14% Add +4.6% 13,920 $2.4M
Tranquility Partners, LLC 0.93% Add +0.1% 13,887 $2.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.07% Reduce -82.6% 13,845 $2.4M
Moors & Cabot, Inc. 0.12% Add +50.1% 13,831 $2.4M
Soundwatch Capital LLC 1.09% No change 13,819 $2.4M
Heritage Wealth Advisors 0.12% No change 13,798 $2.4M
Advisory Alpha, LLC 0.08% Add +857.3% 13,766 $2.4M
Farmers National Bank 0.67% Add +5.7% 13,719 $2.4M
Meadow Creek Wealth Advisors LLC 1.77% Add +2.3% 13,681 $2.4M
Archer Investment Management, LLC 1.63% Reduce -36.0% 13,644 $2.4M
Cambridge Capital Management, LLC 1.49% Reduce -2.6% 13,622 $2.4M
Intellectus Partners, LLC 0.58% Add +12.0% 13,586 $2.4M
Red Door Wealth Management, LLC 0.35% Add +0.0% 13,499 $2.3M
First Merchants Corp. 0.09% Reduce -2.1% 13,469 $2.3M
KWB Wealth 0.28% Reduce -3.4% 13,124 $2.3M
Allie Family Office LLC 1.26% Reduce -5.0% 13,237 $2.3M
Twelve Points Wealth Management LLC 0.62% Add +2.2% 13,205 $2.3M
Investment House LLC 0.13% Reduce -59.6% 13,180 $2.3M
Tidal Investments LLC 0.02% Add +724.9% 13,157 $2.3M
Burns J W & Co. Inc. 0.29% Reduce -2.3% 13,114 $2.3M
Pacific Capital Wealth Advisors, Inc. 0.39% Reduce -6.1% 13,103 $2.3M
Laraway Financial Advisors Inc 1.79% Add +2.6% 13,021 $2.3M
Conservest Capital Advisors, Inc. 0.24% Reduce -0.8% 13,018 $2.3M
Monument Capital Management 0.69% Reduce -1.0% 12,979 $2.2M
Riverbend Wealth Management, LLC 2.00% Reduce -4.3% 12,918 $2.2M
Freestone Capital Holdings, LLC 0.08% Add +4.0% 12,882 $2.2M
Walleye Trading LLC 0.06% Reduce -54.3% 12,881 $2.2M
Procyon Advisors, LLC 0.13% Add +8.4% 12,796 $2.2M
Freedom Day Solutions, LLC 0.67% Add +51.2% 12,707 $2.2M
WBH Advisory Inc. 0.21% New 12,701 $2.2M
Flagship Harbor Advisors, LLC 0.12% Add +9.4% 12,693 $2.2M
TrueWealth Advisors, LLC 0.72% Add +30.5% 12,612 $2.2M
Battery Global Advisors, LLC 1.22% Add +0.5% 12,604 $2.2M
CoreFirst Bank & Trust 1.40% Add +5.9% 12,599 $2.2M
Fortis Capital Advisors, LLC 0.44% Add +51.2% 12,570 $2.2M
SlateStone Wealth, LLC 0.22% Add +8.1% 12,562 $2.2M
Greenwich Wealth Management LLC 0.16% Add +310.3% 12,522 $2.2M
Journey Strategic Wealth LLC 0.08% Add +13.6% 12,512 $2.2M
WealthPLAN Partners, LLC 0.31% Add +28.5% 12,500 $2.2M
Daymark Wealth Partners, LLC 0.09% Reduce -9.3% 12,496 $2.2M
Curi Capital, LLC 0.05% Reduce -5.2% 12,488 $2.2M
Welch Capital Partners LLC 0.51% No change 12,488 $2.2M
Pension & Wealth Management Advisors, Inc. 0.80% Add +6.4% 12,381 $2.1M
MTM Investment Management, LLC 0.82% Reduce -0.9% 12,293 $2.1M
Chicago Partners Investment Group LLC 0.07% Add +1.4% 12,434 $2.1M
BOK Financial Private Wealth, Inc. 0.16% Reduce -14.7% 12,199 $2.1M
AssuredPartners Investment Advisors, LLC 0.41% Add +0.7% 12,193 $2.1M
Mizuho Markets Americas LLC 0.05% Reduce -60.6% 12,162 $2.1M
Everest Private Wealth 1.91% Add +0.0% 12,080 $2.1M
Simplicity Wealth,LLC 0.16% Reduce -38.0% 12,043 $2.1M
BTC Capital Management, Inc. 0.19% No change 12,000 $2.1M
Lionsbridge Wealth Management LLC 1.85% Add +73.0% 11,998 $2.1M
Kovack Advisors, Inc. 0.22% Add +10.0% 11,997 $2.1M
Wesbanco Bank Inc. 0.07% Add +34.4% 11,965 $2.1M
BKM Wealth Management, LLC 0.85% Add +2.7% 11,908 $2.1M
American Capital Advisory, LLC 1.11% Reduce -0.4% 11,854 $2.1M
Meridian Wealth Management, LLC 0.10% Reduce -7.9% 11,834 $2.0M
Tudor Financial Inc. 1.23% Add +0.7% 11,800 $2.0M
TFR Capital, LLC. 0.85% Reduce -1.2% 11,780 $2.0M
Dodds Wealth, LLC 0.66% Reduce -0.6% 11,758 $2.0M
PFG Investments, LLC 0.13% Add +5.7% 11,708 $2.0M
Marshall Financial Group, LLC 0.44% Reduce -58.6% 11,697 $2.0M
Litman Gregory Wealth Management LLC 0.17% Add +30.5% 11,664 $2.0M
Keystone Global Partners, LLC 1.41% — 11,635 $2.0M
Patriot Investment Management Group, Inc. 0.15% Reduce -0.1% 11,560 $2.0M
Noble Wealth Management PBC 1.36% Reduce -2.6% 11,512 $2.0M
Triangle Securities Wealth Management 0.51% Reduce -1.3% 11,501 $2.0M
Asset Allocation & Management Company, LLC 1.01% No change 11,468 $2.0M
Collective Family Office LLC 0.54% Add +101.5% 11,462 $2.0M
Tiaa Trust, National Association 0.01% Reduce -7.2% 11,417 $2.0M
Sincerus Advisory, LLC 2.09% Add +27.1% 11,411 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.09% Add +3.0% 11,392 $2.0M
Outlook Wealth Advisors, LLC 0.55% Reduce -0.4% 11,390 $2.0M
Fourth Dimension Wealth, LLC 0.95% Add +21364.2% 11,376 $2.0M
Capital Analysts, LLC 0.07% Reduce -12.2% 11,361 $2.0M
YHB Investment Advisors, Inc. 0.16% Add +17.6% 11,357 $2.0M
AlphaStar Capital Management, LLC 0.20% Reduce -2.1% 11,350 $2.0M
Alpha Cubed Investments, LLC 0.09% Reduce -0.9% 11,270 $2.0M
Deltec Asset Management LLC 0.42% Add +33.8% 11,240 $1.9M
Cohen & Steers, Inc. 0.00% Reduce -44.5% 11,223 $1.9M
Pinnacle Wealth Planning Services, Inc. 0.29% Add +7.0% 11,195 $1.9M
Blue Chip Partners, LLC 0.17% Reduce -65.0% 11,179 $1.9M
Bangor Savings Bank 0.18% Add +8.8% 11,144 $1.9M
Grant/GrossMendelsohn, LLC 1.06% Add +1.5% 11,389 $1.9M
Greykasell Wealth Strategies, Inc. 1.02% Reduce -5.0% 10,995 $1.9M
Victrix Investment Advisors 1.00% New 11,246 $1.9M
Marks Group Wealth Management, Inc 0.18% Add +42.3% 10,943 $1.9M
Visionary Wealth Advisors 0.11% Add +67.6% 10,868 $1.9M
Sanders Morris Harris LLC 0.29% Reduce -76.9% 10,804 $1.9M
Biondo Investment Advisors, LLC 0.27% Reduce -0.3% 10,809 $1.9M
Western Wealth Management, LLC 0.12% Reduce -19.3% 10,768 $1.9M
Fearless Solutions, LLC dba Best Invest 1.45% Add +7.4% 10,762 $1.9M
Founders Financial Alliance, LLC 0.45% Add +43.4% 10,755 $1.9M
Financial Counselors Inc. 0.03% Add +14.7% 10,686 $1.9M
Main Street Financial Solutions, LLC 0.16% No change 10,658 $1.8M
Whittier Trust Co. of Nevada Inc. 0.05% No change 10,641 $1.8M
Pine Ridge Advisers LLC 0.16% New 10,625 $1.8M
UMB Bank, n.a. 0.03% Add +19.8% 10,558 $1.8M
Compound Planning, Inc. 0.08% Reduce -24.3% 10,556 $1.8M
NCM Capital Management, LLC 0.82% Reduce -3.6% 10,550 $1.8M
Investment Management Corp. /Va/ 1.64% Reduce -26.9% 10,504 $1.8M
EagleClaw Capital Managment, LLC 0.29% Reduce -0.8% 10,500 $1.8M
Parisi Gray Wealth Management 0.59% Reduce -0.8% 10,451 $1.8M
Whittier Trust Co. 0.03% Reduce -1.4% 10,449 $1.8M
Advisory Research Inc. 0.32% Reduce -5.5% 10,392 $1.8M
Creekside Partners 0.94% Add +0.2% 10,360 $1.8M
Avestar Capital, LLC 0.17% Reduce -21.0% 10,346 $1.8M
Wood Tarver Financial Group, LLC 0.58% Add +174.9% 10,316 $1.8M
Keystone Wealth Services, LLC 0.48% Add +32.5% 10,253 $1.8M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -7.1% 10,167 $1.8M
Avidian Wealth Enterprises, LLC 0.08% Reduce -43.9% 10,145 $1.8M
Milestone Asset Management Group, LLC 1.59% Add +7.9% 10,128 $1.8M
Brown Financial Advisors 0.72% New 10,125 $1.8M
Texas Capital Bank Wealth Management Services Inc 0.18% New 10,109 $1.8M
ORG Partners LLC 0.45% Add +756.6% 10,108 $1.7M
Sunbelt Securities, Inc. 0.16% Reduce -4.2% 10,055 $1.7M
Mesirow Financial Investment Management, Inc. 0.03% Add +6.9% 10,026 $1.7M
GeoWealth Management, LLC 0.07% Reduce -64.1% 9,921 $1.7M
Highlander Partners, L.P. 1.06% New 9,900 $1.7M
LGL Partners, LLC 0.82% Add +6.4% 9,823 $1.7M
Rench Wealth Management, Inc. 0.59% Add +0.2% 9,823 $1.7M
Root Financial Partners, LLC 0.18% Reduce -1.4% 9,755 $1.7M
OMNI 360 Wealth, Inc. 1.13% Add +10.4% 9,750 $1.7M
Northstar Advisory Group, LLC 1.10% New 9,728 $1.7M
Empowered Funds, LLC 0.02% Reduce -12.1% 9,661 $1.7M
Qube Research & Technologies Ltd 0.00% Reduce -46.5% 9,661 $1.7M
L.M. Kohn & Company 0.44% Add +22.2% 9,659 $1.7M
Country Club Bank 0.11% Add +0.1% 9,726 $1.7M
Macroview Investment Management LLC 1.57% Reduce -17.3% 9,627 $1.7M
American Investment Services, Inc. 0.29% Reduce -4.2% 9,622 $1.7M
Mountain Pacific Investment Advisers LLC 0.12% Add +0.9% 9,587 $1.7M
Archford Capital Strategies, LLC 0.24% Reduce -58.8% 9,573 $1.7M
Farmers Trust Co. 0.31% Add +16.3% 9,516 $1.6M
Consolidated Portfolio Review Corp 0.26% Add +1.2% 9,498 $1.6M
Moody LYNN Lieberson & Walker, LLC 0.11% Add +11.6% 9,470 $1.6M
Sharkey, Howes & Javer 0.23% Add +0.3% 9,469 $1.6M
Signaturefd, LLC 0.03% Reduce -5.1% 9,465 $1.6M
Grove Bank & Trust 0.22% No change 9,401 $1.6M
Sax Wealth Advisors, LLC 0.12% Add +44.8% 9,394 $1.6M
Savant Capital, LLC 0.01% Add +0.9% 9,379 $1.6M
Bigelow Investment Advisors, LLC 0.77% Add +6.7% 9,378 $1.6M
AE Wealth Management LLC 0.01% Add +12.7% 9,347 $1.6M
Manske Wealth Management 0.61% Add +0.2% 9,328 $1.6M
Private Wealth Asset Management, LLC 0.23% — 9,279 $1.6M
Old National Bancorp 0.04% Reduce -2.1% 9,214 $1.6M
one8zero8, LLC 0.38% Add +0.0% 9,187 $1.6M
WESPAC Advisors, LLC 1.29% Add +1.4% 9,166 $1.6M
Dale Q Rice Investment Management Ltd 0.82% No change 9,147 $1.6M
Spinnaker Trust 0.10% New 9,107 $1.6M
Pandora Wealth, Inc. 1.03% — 9,083 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +44.4% 9,063 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Add +5.6% 9,051 $1.6M
Massar Capital Management, LP 1.88% New 9,055 $1.6M
Bantamac Capital, LLC 0.75% Reduce -17.5% 9,025 $1.6M
Purkiss Capital Advisors LLC 1.17% Add +8.1% 8,965 $1.6M
Abound Financial, LLC 0.78% Reduce -5.5% 8,934 $1.5M
Audent Global Asset Management, LLC 1.28% New 8,930 $1.5M
Prairiewood Capital, LLC 0.63% No change 8,915 $1.5M
Freedom Investment Management, Inc. 0.13% New 8,873 $1.5M
Cypress Asset Management Inc. 0.41% Add +3.6% 8,792 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -0.5% 8,732 $1.5M
Afg Fiduciary Services Limited Partnership 1.11% New 9,152 $1.5M
First Commonwealth Financial Corp 0.36% Reduce -32.7% 8,707 $1.5M
Beacon Financial Advisory LLC 0.46% Add +22.5% 8,706 $1.5M
Independence Bank of Kentucky 0.24% Add +2.9% 8,694 $1.5M
Seelaus Asset Management LLC 1.46% Reduce -8.5% 8,692 $1.5M
Verdence Capital Advisors LLC 0.11% Add +22.4% 8,682 $1.5M
Magnolia Capital Advisors LLC 0.41% Reduce -16.9% 8,632 $1.5M
Valued Retirements, Inc. 1.96% Add +110.8% 8,626 $1.5M
NWF Advisory Services Inc. 0.21% New 8,508 $1.5M
Argent Trust Co 0.06% Reduce -0.0% 8,437 $1.5M
Mather Group, Llc. 0.02% Add +18.0% 8,434 $1.5M
Darwin Wealth Management, LLC 0.49% No change 8,325 $1.5M
Beaton Management Co. Inc. 0.76% Reduce -3.5% 8,407 $1.5M
Evelyn Partners Investment Management (Europe) Ltd 0.54% Add +33.2% 8,393 $1.5M
Brighton Jones LLC 0.05% Add +11.2% 8,359 $1.4M
Rehmann Capital Advisory Group 0.09% Add +55.9% 8,354 $1.4M
Evermay Wealth Management LLC 0.19% Reduce -1.6% 8,301 $1.4M
Harbour Capital Advisors, LLC 0.36% Add +229.9% 8,631 $1.4M
Peregrine Asset Advisers, Inc. 0.53% Reduce -2.4% 8,245 $1.4M
Trail Ridge Investment Advisors, LLC 0.73% Reduce -21.8% 8,207 $1.4M
Alexander Labrunerie & Co., Inc. 0.62% Add +2.1% 8,202 $1.4M
ProVise Management Group, LLC 0.12% Reduce -4.9% 8,156 $1.4M
EFG Asset Management (Americas) Corp. 0.28% Add +4.3% 8,076 $1.4M
Dupree Financial Group, LLC 0.59% Reduce -65.8% 7,959 $1.4M
American Institute for Advanced Investment Management, LLP 1.05% Add +1.3% 7,958 $1.4M
Quadcap Wealth Management, LLC 0.20% Reduce -34.9% 7,936 $1.4M
Salomon & Ludwin, LLC 0.15% Add +8.8% 7,909 $1.4M
Aprio Wealth Management, LLC 0.17% Add +0.4% 7,896 $1.4M
New Wave Wealth Advisors LLC 0.61% Reduce -20.6% 7,895 $1.4M
ARK & TLK Investments, LLC 0.48% Reduce -1.2% 7,812 $1.4M
Per Stirling Capital Management, LLC. 0.19% Reduce -0.1% 7,797 $1.4M
RDA Financial Network 0.40% Add +13.7% 7,792 $1.3M
Joel Isaacson & Co., LLC 0.06% New 7,783 $1.3M
Patten Group, Inc. 0.31% Reduce -5.0% 7,722 $1.3M
Banque Cantonale Vaudoise 0.06% — 7,711 $1.3M
Lord & Richards Wealth Management, LLC 1.51% Add +122.8% 7,705 $1.3M
YANKCOM Partnership 0.73% No change 7,700 $1.3M
Marex Group Ltd 0.03% Add +128.0% 7,664 $1.3M
Ardent Capital Management, Inc. 0.57% Reduce -1.3% 7,655 $1.3M
Axis Wealth Partners, LLC 0.98% Add +15.9% 7,654 $1.3M
Townsquare Capital LLC 0.01% Reduce -5.0% 7,634 $1.3M
PCG Wealth Advisors, LLC 0.46% Add +8.3% 7,624 $1.3M
Ocean Park Asset Management, LLC 0.05% Add +42.9% 7,600 $1.3M
Exchange Traded Concepts, LLC 0.02% Add +38.9% 7,600 $1.3M
Keebeck Wealth Management 0.19% No change 7,591 $1.3M
Hartford Financial Management Inc. 0.27% Reduce -1.1% 7,565 $1.3M
SageView Advisory Group, LLC 0.06% Add +1.9% 7,539 $1.3M
Rossmore Private Capital 0.16% No change 7,517 $1.3M
Bawa N Mallick Trust 0.62% No change 7,504 $1.3M
Regions Financial Corp. 0.01% Reduce -1.6% 7,504 $1.3M
Capital Management Associates 2.54% No change 7,500 $1.3M
Diligent Investors, LLC 0.32% Reduce -0.8% 7,496 $1.3M
MN Wealth Advisors, LLC 0.76% Reduce -8.7% 7,492 $1.3M
Samalin Investment Counsel, LLC 0.53% Add +0.9% 7,478 $1.3M
Avant Capital LLC 1.07% Add +0.3% 7,442 $1.3M
Banque Pictet & Cie SA 0.01% No change 7,425 $1.3M
Circle Wealth Management, LLC 0.03% Add +7.5% 7,409 $1.3M
Topsail Wealth Management, LLC 0.26% Add +1.2% 7,396 $1.3M
Donald L. Hagan, LLC 0.66% Add +7.5% 7,351 $1.3M
Wellington Shields Capital Management, LLC 0.23% Add +12.2% 7,350 $1.3M
K2 Financial Inc. 1.25% Add +10.2% 7,961 $1.3M
Hollencrest Capital Management 0.06% Add +5.6% 7,321 $1.3M
Montag & Caldwell, LLC 0.29% Add +35.8% 7,315 $1.3M
Prepared Retirement Institute LLC 0.81% Add +4.9% 7,298 $1.3M
Vertex Planning Partners, LLC 0.27% Reduce -2.9% 7,239 $1.3M
Trust Co. of Toledo NA 0.17% No change 7,238 $1.3M
Leigh Baldwin & Co., LLC 1.01% Add +21.6% 7,222 $1.3M
Rockbridge Investment Management, LCC 0.15% Reduce -23.3% 7,184 $1.2M
Aries Wealth Management 0.34% Add +3.4% 7,161 $1.2M
Carrera Capital Advisors 0.27% Reduce -12.6% 7,140 $1.2M
Spreng Capital Management, Inc. 0.57% Add +3.6% 7,107 $1.2M
Elevation Wealth Partners, LLC 0.53% Reduce -3.8% 7,094 $1.2M
JGP Wealth Management, LLC 0.16% Add +3.1% 7,085 $1.2M
Alpha Financial Partners LLC 0.98% Add +18.6% 7,082 $1.2M
Carr Financial Group Corp 0.40% Reduce -7.8% 7,069 $1.2M
Legacy Wealth Management, LLC / MS 0.40% Add +30.1% 7,061 $1.2M
Grantvest Financial Group LLC 0.99% Add +2.5% 7,016 $1.2M
Kingswood Wealth Advisors, LLC 0.11% Add +93.1% 6,998 $1.2M
Alliance Wealth Management Group 0.33% Reduce -0.8% 6,989 $1.2M
Towercrest Capital Management 0.23% Reduce -0.8% 6,989 $1.2M
Centricity Wealth Management, LLC 1.10% Add +55.5% 6,978 $1.2M
Boothe Investment Group, Inc. 0.55% Reduce -41.0% 6,948 $1.2M
Sandbox Financial Partners, LLC 0.42% Reduce -6.9% 6,933 $1.2M
M&T Bank Corp 0.00% Reduce -18.2% 6,919 $1.2M
360 Financial, Inc. 0.43% Reduce -0.3% 6,822 $1.2M
Silverlake Wealth Management LLC 0.45% Add +94.3% 6,821 $1.2M
Beck Bode, LLC 0.22% Reduce -20.0% 6,814 $1.2M
SVB Wealth LLC 0.05% Add +55.7% 6,798 $1.2M
Madden Advisory Services, Inc. 0.54% Add +339.4% 6,749 $1.2M
EPG Wealth Management LLC 0.33% Reduce -33.5% 6,742 $1.2M
Hickory Asset Management, Inc. 1.04% Reduce -1.7% 6,725 $1.2M
Second Half Financial Partners, LLC 0.57% Add +0.2% 6,684 $1.2M
Mascagni Wealth Management, Inc. 1.14% No change 6,636 $1.1M
Madison Park Capital Advisors, LLC 1.01% Reduce -0.9% 6,632 $1.1M
Barrett & Company, Inc. 0.49% Add +4.8% 6,631 $1.1M
Syverson Strege & Co 0.37% No change 6,597 $1.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.28% No change 6,595 $1.1M
Retirement Investment Advisors, Inc. 0.11% Reduce -0.8% 6,537 $1.1M
Townsend Asset Management Corp. /NC/ 0.44% Reduce -15.2% 6,516 $1.1M
Financial Advisory Corp 0.19% Reduce -0.3% 6,504 $1.1M
Insight Advisors, LLC/ PA 0.20% Add +0.2% 6,495 $1.1M
West Oak Capital, LLC 0.63% Reduce -11.8% 6,495 $1.1M
Good Life Advisors, LLC 0.08% Reduce -3.3% 6,488 $1.1M
KCM Investment Advisors LLC 0.04% Add +1.1% 6,451 $1.1M
Stephens Consulting, LLC 0.28% No change 6,413 $1.1M
Davies Financial Advisors, Inc. 0.93% Reduce -0.1% 6,317 $1.1M
West Coast Financial LLC 0.12% No change 6,310 $1.1M
Covenant Asset Management, LLC 0.27% Add +15.5% 6,301 $1.1M
Natixis 0.01% Reduce -33.3% 6,340 $1.1M
HHM Wealth Advisors, LLC 0.15% Add +0.1% 6,253 $1.1M
Violich Capital Management, Inc. 0.15% New 6,250 $1.1M
Am Investment Strategies LLC 0.26% Add +287.6% 6,229 $1.1M
Edgestream Partners, L.P. 0.04% New 6,226 $1.1M
Flagship Private Wealth, LLC 0.51% Add +5.0% 6,214 $1.1M
Provenance Wealth Advisors, LLC 0.15% Add +876.4% 6,200 $1.1M
Cornerstone Wealth Management, LLC 0.07% Reduce -20.4% 6,162 $1.1M
Opulen Financial Group LLC 0.97% Add +0.9% 6,156 $1.1M
Coordinated Financial Services, Inc. 0.83% — 6,141 $1.1M
Principal Financial Group Inc. 0.00% No change 6,133 $1.1M
SteelPeak Wealth, LLC 0.04% Reduce -7.4% 6,114 $1.1M
Duncan Williams Asset Management, LLC 0.38% Add +46.6% 6,104 $1.1M
Sentry LLC 0.21% Add +1.8% 6,098 $1.1M
PKS Advisory Services, LLC 0.29% Reduce -62.4% 6,094 $1.1M
Optimum Investment Advisors 0.50% Reduce -9.4% 6,089 $1.1M
North Star Investment Management Corp. 0.08% Add +21.0% 6,084 $1.1M
Perkins Coie Trust Co 0.24% No change 6,083 $1.1M
Colorado Capital Management, Inc. 0.49% Reduce -0.8% 6,074 $1.1M
Heritage Wealth Management, Inc. 0.36% Add +12.2% 6,072 $1.1M
JFS Wealth Advisors, LLC 0.07% No change 6,034 $1.0M
Evergreen Capital Management LLC 0.04% Add +40.8% 6,022 $1.0M
1832 Asset Management L.P. 0.00% No change 6,020 $1.0M
Lathrop Investment Management Co. 0.21% Add +32.4% 5,989 $1.0M
Andina Capital Management, LLC 0.74% Reduce -21.2% 5,980 $1.0M
Intellus Advisors LLC 0.18% Reduce -54.4% 5,967 $1.0M
Disciplined Investors, L.L.C. 0.93% Reduce -0.3% 5,958 $1.0M
Becker Capital Management Inc. 0.03% Add +4.8% 5,955 $1.0M
Cambridge Advisors Inc. 0.23% Add +0.0% 5,953 $1.0M
Baldwin Investment Management, LLC 0.12% Add +0.3% 5,951 $1.0M
Capitol Family Office, Inc. 1.46% Reduce -72.8% 5,939 $1.0M
Berkshire Asset Management LLC 0.05% Reduce -2.4% 5,957 $1.0M
JMG Financial Group, Ltd. 0.03% Add +4.3% 5,877 $1.0M
Perennial Investment Advisors, LLC 0.11% Add +2.6% 5,876 $1.0M
Retirement Planning Group, LLC 0.05% Reduce -14.3% 5,866 $1.0M
Yarger Wealth Strategies, LLC 0.59% Add +0.5% 5,865 $1.0M
WNY Asset Management, LLC 0.12% Add +96.2% 5,856 $1.0M
Stonegate Investment Group, LLC 0.03% Add +19.7% 5,841 $1.0M
Mattson Financial Services, LLC 0.30% Add +2906.2% 5,832 $1.0M
Bridges Investment Management Inc. 0.01% No change 5,820 $1.0M
Compass Capital Corp. /Ma/ 0.53% Reduce -72.3% 5,880 $1.0M
Burling Wealth Partners, LLC 0.21% Reduce -8.3% 5,779 $1.0M
Mosaic Family Wealth Partners, LLC 0.14% Reduce -2.5% 5,778 $1.0M
Howard Capital Management Group, LLC 0.08% No change 5,767 $999K
Chemistry Wealth Management LLC 0.23% Add +3.7% 5,755 $997K
HBW Advisory Services LLC 0.14% Add +72.4% 5,723 $991K
Roman Butler Fullerton & Co. 0.39% Add +12.5% 6,040 $988K
Pictet North America Advisors SA 0.10% No change 5,690 $986K
Up Strategic Wealth Investment Advisors LLC 0.87% No change 5,667 $982K
American Financial Advisors, LLC 0.14% Reduce -5.4% 5,656 $980K
Trust Co 0.12% Reduce -60.8% 5,625 $974K
Obermeyer Wealth Partners 0.05% Add +0.4% 5,614 $973K
Autumn Glory Partners, LLC 0.48% No change 5,579 $966K
EverSource Wealth Advisors, LLC 0.05% Add +13.3% 5,531 $958K
MGB Wealth Management, LLC 0.35% Reduce -11.9% 5,525 $957K
Cora Capital Advisors LLC 0.46% No change 5,510 $955K
RFG Advisory, LLC 0.03% Reduce -70.3% 5,486 $950K
Invst, LLC 0.13% New 5,477 $949K
Forum Financial Management, LP 0.02% Add +25.2% 5,469 $947K
Avior Wealth Management, LLC 0.04% Add +28.0% 5,469 $947K
Hassell Wealth Management, LLC 0.40% Add +0.1% 5,751 $944K
Signature Estate & Investment Advisors LLC 0.02% Add +26.2% 5,438 $942K
Tilia Fiduciary Partners, Inc. 0.63% Reduce -0.9% 5,435 $942K
Ted Buchan & Co 0.45% Reduce -4.4% 5,433 $941K
Legacy Financial Strategies, LLC 0.21% Add +0.2% 5,430 $941K
True Link Financial Advisors, LLC 0.07% New 5,423 $939K
Correct Capital Wealth Management 0.19% No change 5,419 $939K
Nvwm, LLC 0.25% Reduce -26.1% 5,407 $937K
Jaffetilchin Investment Partners, LLC 0.07% Reduce -70.2% 5,405 $936K
IFG Advisory, LLC 0.05% Add +9.1% 5,396 $935K
Caitlin John, LLC 0.91% Reduce -22.5% 5,369 $930K
Greenfield Savings Bank 0.46% Reduce -0.4% 5,367 $930K
Northwest Financial Advisors 0.77% Add +0.3% 5,361 $929K
Cardiff Park Advisors, LLC 0.09% Add +0.2% 5,337 $925K
Prosperity Wealth Management, Inc. 0.43% Add +120.8% 5,319 $921K
Inscription Capital, LLC 0.15% — 5,440 $921K
Sandy Spring Bank 0.04% Reduce -1.6% 5,315 $921K
Canvas Wealth Advisors, LLC 0.24% New 5,634 $920K
Bay Capital Advisors, LLC 0.77% Reduce -15.2% 5,311 $920K
Net Worth Advisory Group 0.29% Reduce -49.0% 5,294 $917K
AMJ Financial Wealth Management 0.27% Add +1.5% 5,289 $916K
Willis Johnson & Associates, Inc. 0.07% Add +3.7% 5,283 $915K
Serenus Wealth Advisors, LLC 0.15% Add +82.6% 5,269 $913K
First Hawaiian Bank 0.13% No change 5,265 $912K
Summit Wealth Partners, LLC 0.18% Reduce -4.8% 5,251 $910K
Woodard & Co. Asset Management Group Inc. 0.19% Add +3.6% 5,237 $907K
Harbor Advisory Corp. 0.30% Reduce -80.5% 5,205 $902K
Crossmark Global Holdings, Inc. 0.02% Add +11.8% 5,170 $895K
Cascade Financial Partners, LLC 0.11% Add +12.7% 5,158 $894K
Planning Directions Inc. 0.38% New 5,114 $886K
Culbertson A N & Co. Inc. 0.14% Add +28.8% 5,113 $886K
First Heartland Consultants, Inc. 0.09% Reduce -69.5% 5,103 $884K
Clientfirst Wealth Management, LLC 1.00% No change 5,096 $883K
Gen-Wealth Partners Inc 0.37% Add +151.8% 5,096 $883K
Calton & Associates, Inc. 0.20% Add +68.2% 5,085 $881K
Members Wealth LLC 0.66% Add +0.8% 5,085 $881K
XY Planning Network, Inc. 0.59% Add +1.4% 5,080 $880K
Nwam LLC 0.08% Reduce -84.3% 5,073 $879K
TFB Advisors LLC 0.25% Add +25.7% 5,046 $874K
Professional Advisory Services Inc. 0.11% New 5,037 $873K
Wealthspire Retirement, LLC 0.07% Add +6.5% 5,038 $873K
Van Den Berg Management I, Inc. 0.27% Reduce -2.4% 5,025 $870K
Jmac Enterprises LLC 0.21% Reduce -66.4% 5,000 $866K
Oliver Luxxe Assets LLC 0.16% New 4,986 $864K
Certuity, LLC 0.09% Add +94.7% 4,970 $861K
Arrien Investments, Inc. 0.62% Add +6.8% 4,965 $860K
Advance Capital Management, Inc. 0.04% Reduce -37.3% 4,958 $859K
Boston Trust Walden Corp 0.01% New 4,950 $857K
Waycross Investment Management Co 0.97% Add +39.5% 4,947 $857K
GSG Advisors LLC 0.28% Add +0.5% 5,153 $851K
Diversify Wealth Management, LLC 0.06% Reduce -0.7% 5,039 $851K
Mycio Wealth Partners, LLC 0.20% Add +0.4% 4,903 $849K
Zions Bancorporation, National Association 0.05% — 4,900 $849K
AllSquare Wealth Management LLC 0.50% No change 4,889 $847K
Arcus Capital Partners, LLC 0.34% Reduce -60.4% 4,883 $846K
Delta Financial Group, Inc. 0.19% Add +21.3% 4,794 $842K
Everett Harris & Co. 0.01% Add +3.0% 4,842 $839K
Channel Wealth LLC 0.26% Reduce -23.0% 4,828 $836K
SeaCrest Wealth Management, LLC 0.09% Add +6.0% 4,818 $835K
One Capital Management, LLC 0.03% Add +9.7% 4,791 $830K
Wealth Advisors of Tampa Bay, LLC 0.34% New 4,789 $830K
Gilman Hill Asset Management, LLC 0.14% Reduce -73.2% 4,781 $828K
St. Louis Trust Co 0.12% Reduce -80.4% 4,775 $827K
Pasadena Private Wealth, LLC 0.16% New 4,765 $825K
Strategic Blueprint, LLC 0.04% Reduce -26.8% 4,761 $825K
Radnor Capital Management, LLC 0.14% Add +15.3% 4,752 $823K
Ehrlich Financial Group 0.60% Reduce -3.8% 4,727 $819K
Mirador Capital Partners LP 0.14% Add +2.0% 4,718 $817K
Wealth Architects, LLC 0.09% Add +7.1% 4,701 $814K
Onyx Bridge Wealth Group LLC 0.12% Add +12.3% 4,692 $813K
Harmony Asset Management LLC 0.34% Reduce -2.3% 4,642 $804K
Dudley Capital Management, LLC 0.43% Add +50.5% 4,641 $804K
Flow Traders U.S. LLC 0.03% New 4,644 $804K
Elmwood Wealth Management, Inc. 0.33% Add +0.1% 4,616 $800K
D.B. Root & Company, LLC 0.26% Add +36.2% 4,612 $799K
Cathy Pareto & Associates, Inc. 0.70% Add +0.6% 4,585 $794K
Bolthouse Investments, LLC 0.83% Reduce -0.9% 4,574 $792K
Acas, LLC 0.60% Add +1.1% 4,688 $792K
Rooted Wealth Advisors, Inc. 0.34% Reduce -0.2% 5,010 $787K
Annex Advisory Services, LLC 0.02% No change 4,527 $784K
Journey Advisory Group, LLC 0.06% Reduce -14.4% 4,514 $782K
Key Client Fiduciary Advisors, LLC 0.36% Add +0.4% 4,509 $781K
MMBG Investment Advisors Co. 0.09% New 4,505 $780K
Massachusetts Wealth Management 0.54% Add +27.1% 4,504 $780K
Alphadyne Asset Management LP 0.22% No change 4,500 $780K
Maia Wealth LLC 0.18% New 4,749 $779K
Bluesphere Advisors LLC 0.45% No change 4,497 $779K
LongView Wealth Management 0.23% Reduce -0.4% 4,494 $779K
Principle Wealth Partners LLC 0.06% Add +0.6% 4,492 $778K
Sagespring Wealth Partners, LLC 0.02% Reduce -72.5% 4,492 $778K
Smithfield Trust Co 0.04% Reduce -0.9% 4,451 $773K
Salem Investment Counselors Inc. 0.03% Add +4.3% 4,451 $771K
CSM Advisors, LLC 0.04% No change 4,450 $771K
Vista Investment Management 0.30% Reduce -0.1% 4,440 $769K
Penobscot Investment Management Company, Inc. 0.07% Add +106.5% 4,433 $768K
Advisors Management Group Inc. 0.17% Add +70.6% 4,428 $767K
Mainstay Capital Management LLC 0.11% Reduce -23.9% 4,427 $767K
Kornitzer Capital Management Inc. 0.02% Reduce -62.2% 4,425 $767K
Atwater Malick LLC 0.26% Add +65.6% 4,417 $765K
Register Financial Advisors LLC 0.40% Reduce -3.1% 4,380 $759K
Magnolia Private Wealth, LLC 0.64% Add +64.0% 4,375 $758K
Austin Asset Management Co Inc 0.17% Add +9.3% 4,371 $757K
Mma Asset Management LLC 0.32% New 4,367 $756K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -18.7% 4,349 $751K
Benchmark Investment Advisors LLC 0.49% Reduce -0.2% 4,330 $750K
Charter Research & Investment Group, Inc. 0.57% Add +16.2% 4,328 $750K
Claro Advisors Inc. 0.10% New 4,322 $749K
J. W. Coons Advisors, LLC 0.20% Reduce -0.7% 4,313 $747K
Mission Creek Capital Partners, Inc. 0.18% Add +0.1% 4,311 $747K
Cambria Investment Management, L.P. 0.05% Reduce -9.2% 4,307 $746K
Teamwork Financial Advisors, LLC 0.10% Reduce -63.4% 4,303 $745K
Glenview Trust Co 0.01% Add +17.3% 4,282 $742K
Grandfield & Dodd, LLC 0.05% No change 4,280 $741K
Professional Financial Advisors, LLC 0.19% Add +0.6% 4,272 $740K
D L Carlson Investment Group Inc. 0.14% Reduce -10.6% 4,264 $739K
American National Bank & Trust 0.08% Add +2.6% 4,259 $738K
Beacon Capital Management, LLC 0.10% Add +0.4% 4,241 $735K
FLP Wealth Management, LLC 2.32% Reduce -11.4% 4,208 $729K
First City Capital Management, Inc. 0.44% Add +10.1% 4,206 $729K
Investment Planning Advisors, Inc. 0.29% Add +0.5% 4,184 $725K
Tennessee Valley Asset Management Partners 0.12% Reduce -7.4% 4,181 $724K
Stone House Investment Management, LLC 0.15% Add +101.3% 4,173 $723K
Maple Capital Management, Inc. 0.06% New 4,151 $719K
Runnymede Capital Advisors, Inc. 0.69% No change 4,150 $719K
WoodTrust Financial Corp 0.10% No change 4,130 $715K
McCarter Private Wealth Services LLC 0.47% Reduce -12.1% 4,123 $714K
LJI Wealth Management, LLC 0.14% Add +0.7% 4,122 $714K
Essex Bank 0.18% Add +5.8% 4,114 $713K
MorganRosel Wealth Management, LLC 0.22% Reduce -7.6% 4,107 $711K
Avaii Wealth Management, LLC 0.38% Add +3.5% 4,099 $710K
Wealth Alliance, LLC 0.09% Add +2.1% 4,098 $710K
Cedar Wealth Management, LLC 0.25% New 4,062 $704K
Personal Cfo Solutions, LLC 0.14% New 4,056 $703K
Abound Wealth Management 0.23% Add +0.5% 4,049 $701K
Cura Wealth Advisors, LLC 0.28% Add +8.5% 4,042 $700K
CWA Asset Management Group, LLC 0.03% Reduce -0.1% 4,040 $700K
Cornerstone Advisory, LLC 0.08% Add +253.4% 4,107 $698K
3Chopt Investment Partners, LLC 0.18% New 4,030 $698K
Paladin Wealth, LLC 0.63% New 4,022 $697K
Flaharty Asset Management, LLC 0.10% Reduce -3.6% 4,005 $694K
Meriwether Wealth & Planning, LLC 0.45% No change 4,000 $693K
Encompass More Asset Management 0.21% Add +8.1% 3,985 $690K
Cooksen Wealth, LLC 0.70% Reduce -12.1% 4,072 $690K
OneAscent Financial Services LLC 0.04% Reduce -52.7% 3,966 $687K
ICW Investment Advisors LLC 0.28% Add +6.3% 3,958 $686K
Rosenberg Matthew Hamilton 0.17% Add +1.6% 3,951 $684K
Coastline Trust Co 0.09% Reduce -56.0% 3,950 $684K
Segment Wealth Management, LLC 0.05% No change 3,950 $684K
Phraction Management LLC 0.24% No change 3,943 $683K
Sterling Capital Management LLC 0.01% Add +1.5% 3,941 $683K
Sovran Advisors, LLC 0.09% Add +13.9% 4,188 $681K
Abbot Financial Management, Inc. 0.35% Add +32.0% 3,920 $679K
Callan Family Office, LLC 0.05% Add +20.1% 3,915 $678K
Callan Capital, LLC 0.05% Add +0.5% 3,887 $673K
Monte Financial Group, LLC 0.29% Reduce -23.9% 4,127 $671K
Toth Financial Advisory Corp. 0.08% Add +24.3% 3,826 $663K
Capital Advisors Inc. 0.01% Add +44.3% 3,822 $662K
Lafayette Investments, Inc. 0.14% Add +223.1% 3,812 $660K
JT Stratford LLC 0.12% Add +0.5% 3,812 $660K
TrinityBridge Ltd 0.02% Add +10.9% 3,800 $658K
Wambolt & Associates, LLC 0.22% Add +0.8% 3,794 $658K
Russell Investments Group, Ltd. 0.00% Add +48.5% 3,794 $657K
Aspire Growth Partners LLC 0.58% Add +17.2% 3,836 $657K
Associated Banc-Corp 0.02% New 3,779 $655K
Fisher Asset Management 0.00% Add +5.8% 3,773 $654K
Stokes Family Office, LLC 0.07% No change 3,768 $653K
WealthTrust Axiom LLC 0.20% No change 3,757 $651K
Silvercrest Asset Management Group LLC 0.00% Add +5.8% 3,750 $650K
Panoramic Investment Advisors, LLC 0.44% No change 3,748 $649K
Unconventional Investor, LLC 0.38% Add +0.2% 3,743 $648K
Meridian Wealth Advisors, LLC 0.11% No change 3,699 $641K
Morton Capital Management LLC 0.12% Reduce -1.5% 3,695 $640K
Conscious Wealth Investments, LLC 0.44% Reduce -8.7% 3,707 $640K
Ingalls & Snyder LLC 0.02% Add +1.5% 3,679 $637K
National Wealth Management Group, LLC 0.42% Reduce -9.4% 3,676 $637K
Hudson Value Partners, LLC 0.24% Add +2.3% 3,668 $635K
Comprehensive Financial Planning, Inc. 0.62% Add +0.5% 3,661 $634K
Assetmark, Inc. 0.00% Reduce -6.0% 3,617 $626K
Tenon Financial LLC 0.39% Add +0.5% 3,598 $623K
Red Crane Wealth Management, LLC 0.60% Add +0.4% 3,591 $622K
SwitchPoint Financial Planning, LLC 0.59% No change 3,587 $621K
Alteri Wealth LLC 0.27% Reduce -22.3% 3,587 $621K
Wealth Alliance Advisory Group, LLC 0.13% Reduce -96.4% 3,575 $619K
Coppell Advisory Solutions LLC 0.09% Reduce -30.9% 3,665 $619K
Moulton Wealth Management, Inc. 0.47% Reduce -24.8% 3,567 $618K
Inspire Advisors, LLC 0.07% Add +0.0% 3,557 $616K
Marshall Financial Group Inc. 0.19% Add +0.5% 3,545 $614K
Ceera Investments, LLC 0.21% Add +131.3% 3,527 $611K
Brandywine Oak Private Wealth LLC 0.06% No change 3,522 $610K
University of Texas/Texas Am Investment Management Co. 0.10% Add +48.9% 3,521 $610K
Jessup Wealth Management, Inc 0.26% New 3,520 $610K
Horizons Wealth Management 0.46% No change 3,519 $610K
Clifford Swan Investment Counsel LLC 0.02% Add +0.7% 3,517 $609K
Retirement Planning Co of New England, Inc. 0.30% Add +6.6% 3,508 $608K
Hedges Asset Management LLC 0.40% No change 3,500 $606K
Nicolet Bankshares Inc. 0.12% Add +27.3% 3,500 $606K
Fulton Bank, N.A. 0.02% Add +31.3% 3,500 $606K
MinichMacGregor Wealth Management, LLC 0.13% Add +0.5% 3,474 $602K
Total Clarity Wealth Management, Inc. 0.20% Reduce -10.8% 3,432 $601K
Thompson Siegel & Walmsley LLC 0.01% No change 3,465 $600K
Savvy Advisors, Inc. 0.06% Add +68.6% 3,456 $599K
NorthRock Partners, LLC 0.02% Add +4.6% 3,455 $599K
Inlet Private Wealth, LLC 0.16% Add +16.6% 3,447 $597K
Ameliora Wealth Management Ltd. 0.22% No change 3,443 $596K
Destination Wealth Management 0.02% Add +7.5% 3,438 $596K
Schnieders Capital Management LLC 0.13% Reduce -2.1% 3,433 $595K
Synergy Asset Management, LLC 0.07% Add +10625.0% 3,432 $595K
Ritholtz Wealth Management 0.02% Add +20.7% 3,431 $594K
PCG Asset Management, LLC 0.56% Add +32.9% 3,431 $594K
Relyea Zuckerberg Hanson LLC 0.08% No change 3,431 $594K
Live Oak Private Wealth LLC 0.10% Add +2.0% 3,428 $594K
Weaver Consulting Group 0.18% Add +3.7% 3,426 $593K
Platform Technology Partners 0.17% Add +5.5% 3,423 $593K
Kohmann Bosshard Financial Services, LLC 0.07% No change 3,417 $592K
TruWealth Advisors, LLC 0.04% Reduce -12.8% 3,402 $589K
Nikulski Financial, Inc. 0.18% Add +137.9% 3,402 $589K
Weaver Capital Management LLC 0.16% Reduce -0.1% 3,396 $588K
Legacy Edge Advisors, LLC 0.09% Add +9.6% 3,395 $588K
American Trust Investment Advisors, LLC 0.24% New 3,382 $586K
Richmond Investment Services, LLC 0.32% Reduce -18.2% 3,370 $584K
Institute for Wealth Management, LLC. 0.07% Reduce -7.0% 3,347 $580K
Melfa Wealth Management, Inc. 0.39% Add +19.7% 3,334 $578K
Edge Wealth Management LLC 0.12% Reduce -51.9% 3,329 $577K
Capstone Wealth Management Group LLC 0.46% No change 3,326 $576K
Nicholson Wealth Management Group, LLC 0.38% No change 3,318 $575K
HUB Investment Partners, LLC 0.02% Reduce -4.3% 3,308 $573K
Braun Stacey Associates Inc. 0.02% No change 3,306 $573K
Guardian Wealth Advisors, LLC / NC 0.05% Add +0.2% 3,297 $571K
Golden State Wealth Management, LLC 0.08% Add +25.2% 3,280 $568K
Nautilus Advisors LLC 0.47% Reduce -17.3% 3,277 $568K
SouthState Bank Corp 0.03% New 3,250 $563K
Penobscot Wealth Management 0.23% Add +30.3% 3,225 $559K
Global Trust Asset Management, LLC 0.34% Add +22.0% 3,218 $557K
Orcam Financial Group 0.52% No change 3,214 $557K
Elios Financial Group Inc. 0.27% Add +0.2% 3,206 $555K
Larson Financial Group LLC 0.03% Reduce -0.4% 3,187 $552K
Lionshead Wealth Management, LLC 0.57% Reduce -50.0% 3,178 $551K
Bedel Financial Consulting, Inc. 0.08% Add +47.6% 3,228 $549K
Northwest Wealth Management, LLC 0.11% Reduce -13.7% 3,150 $546K
Opal Wealth Advisors, LLC 0.17% Reduce -1.6% 3,144 $545K
Sterling Financial Planning, Inc. 0.20% Reduce -1.2% 3,126 $542K
Lee Financial Co 0.08% Reduce -5.1% 3,120 $540K
Compound Global Advisors, LLC 3.19% No change 3,114 $539K
Wedmont Private Capital 0.03% Add +21.2% 3,326 $539K
Strategic Investment Advisors / MI 0.06% Reduce -1.5% 3,110 $539K
Mathes Company, Inc. 0.22% Add +10.7% 3,100 $537K
Legacy Capital Group California, Inc. 0.19% New 3,098 $537K
Venturi Wealth Management, LLC 0.03% Reduce -49.6% 3,093 $536K
McGlone Suttner Wealth Management, Inc. 0.09% Add +0.2% 3,091 $536K
Saxon Interests, Inc. 0.25% Add +73.6% 3,089 $535K
Selway Asset Management 0.22% Reduce -18.5% 3,088 $535K
Betterment LLC 0.00% Reduce -17.9% 3,085 $534K
Atlantic Union Bankshares Corp 0.03% Add +7.8% 3,080 $534K
waypoint wealth counsel 0.33% Add +0.0% 3,074 $532K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $532K
Sherrill & Hutchins Financial Advisory, Inc 0.45% Add +0.5% 3,066 $531K
Paulson Wealth Management Inc. 0.15% Reduce -0.6% 3,064 $531K
True Vision MN LLC 0.32% Add +0.7% 3,061 $530K
Prairie Wealth Advisors, Inc. 0.26% New 3,059 $530K
Peak Retirement Planning, Inc. 0.29% Reduce -18.6% 3,054 $529K
Parkside Financial Bank & Trust 0.07% No change 3,051 $529K
Westside Investment Management, Inc. 0.11% Add +136.9% 3,047 $528K
Bienville Capital Management, LLC 0.13% Add +37.7% 3,036 $526K
Investment Partners, LTD. 0.22% No change 3,030 $525K
Old Port Advisors 0.16% Reduce -27.6% 3,026 $524K
CFS Investment Advisory Services, LLC 0.05% Add +1.5% 3,022 $524K
Mission Financial Group, LLC 0.48% — 2,719 $522K
Hengehold Capital Management LLC 0.05% Add +7.2% 3,010 $521K
Crescent Grove Advisors, LLC 0.05% Add +3.0% 3,008 $521K
JTC Employer Solutions Trustee Ltd 0.04% Reduce -51.2% 3,000 $520K
Merrion Investment Management Co, LLC 0.37% No change 3,000 $520K
Birmingham Capital Management Co. Inc. 0.20% Reduce -3.9% 3,000 $520K
Beese Fulmer Investment Management, Inc. 0.04% Add +151.9% 2,993 $518K
Caliber Wealth Management, LLC / KS 0.07% — 2,989 $518K
Sharp Wealth Advisory, LLC 0.39% Reduce -2.1% 2,973 $515K
Collier Financial 0.44% Reduce -11.9% 2,970 $514K
MKT Advisors LLC 0.24% Reduce -11.6% 3,293 $513K
Wealth Management Associates, Inc. 0.22% Reduce -5.5% 2,956 $512K
Wealth Dimensions Group, Ltd. 0.12% Add +0.1% 2,950 $511K
Independence Financial Advisors, LLC 0.19% — 2,937 $509K
Farnam Financial LLC 0.52% No change 2,933 $508K
FourThought Financial Partners, LLC 0.05% Add +0.1% 2,929 $507K
HT Partners LLC 0.17% Add +24.0% 2,923 $506K
Nvest Financial, LLC 0.27% Reduce -0.2% 2,921 $506K
Infinity Wealth Counsel, LLC 0.55% Reduce -4.9% 2,920 $506K
Atlas Capital Advisors Inc. 0.06% Add +18.8% 2,914 $505K
Montz Harcus Wealth Management LLC 0.28% Add +0.5% 2,914 $505K
Horizon Kinetics Asset Management LLC 0.01% Reduce -43.1% 2,912 $504K
Foguth Wealth Management, LLC. 0.12% Reduce -3.4% 2,897 $502K
CenterStar Asset Management, LLC 0.72% New 2,892 $501K
Permanens Capital L.P. 0.09% Reduce -99.2% 2,887 $500K
Pittenger & Anderson Inc. 0.02% Add +8.3% 2,887 $500K
Lodestar Private Asset Management LLC 0.06% Add +26.1% 2,871 $497K
David Wealth Management LLC 0.42% Add +0.5% 2,871 $497K
Sage Capital Advisors,llc 0.13% Add +74.2% 2,868 $497K
Lane & Associates LLC 0.26% Reduce -1.9% 2,835 $491K
Lee Johnson Capital Management, LLC 0.26% Reduce -90.8% 2,822 $489K
Capital Investment Counsel, Inc 0.07% No change 2,816 $488K
New Century Financial Group, LLC 0.56% Reduce -33.3% 2,806 $486K
QRG Capital Management, Inc. 0.01% Reduce -17.4% 2,805 $486K
Wealthgarden F.S. LLC 0.46% New 2,782 $482K
Triad Wealth Partners, LLC 0.15% New 2,764 $479K
Donaldson Capital Management, LLC 0.02% Reduce -1.5% 2,758 $478K
First National Bank of Omaha 0.03% Add +17.0% 2,750 $476K
Fragasso Financial Advisors Inc 0.04% Reduce -3.8% 2,747 $476K
Millstone Evans Group, LLC 0.32% Add +0.6% 2,743 $475K
Horan Securities, Inc. 0.18% Reduce -5.8% 2,740 $475K
GAMMA Investing LLC 0.04% Add +21.9% 2,737 $474K
Fairfield, Bush & Co. 0.30% Add +0.0% 2,734 $474K
Boston Research & Management Inc. 0.12% Add +1.8% 2,730 $473K
Trust Co. of Vermont 0.02% Add +23.6% 2,728 $473K
Anchor Investment Management, LLC 0.04% No change 2,716 $471K
Peterson Wealth Advisors, LLC 0.09% Add +0.5% 3,008 $469K
1ST Source Bank 0.03% Reduce -22.3% 2,705 $469K
Pennington Partners & Co., LLC 0.27% No change 2,680 $464K
CVA Family Office, LLC 0.07% Reduce -2.6% 2,671 $463K
Keudell/Morrison Wealth Management 0.11% Add +11.4% 2,666 $462K
Santori & Peters, Inc. 0.19% Add +0.3% 2,663 $461K
Norris Financial Group, LLC 0.21% Reduce -73.6% 2,658 $460K
Founders Capital Management 0.30% Reduce -8.3% 2,656 $460K
Lakeridge Wealth Management LLC 0.23% Add +0.5% 2,648 $459K
InTrack Investment Management Inc 0.41% Reduce -19.2% 2,635 $456K
Florida Financial Advisors, LLC 0.18% Add +25.9% 2,651 $456K
Berger Financial Group, Inc 0.03% Reduce -3.0% 2,630 $456K
Roberts Wealth Advisors, LLC 0.14% Reduce -4.5% 2,625 $455K
Accel Wealth Management 0.16% Reduce -33.7% 2,623 $454K
Advanced Asset Management Advisors Inc 0.12% New 2,606 $452K
ABLE Financial Group, LLC 0.13% Reduce -2.7% 2,597 $450K
West Bancorporation Inc. 0.31% Reduce -14.7% 2,595 $450K
Heritage Family Offices, LLP 0.23% New 2,592 $449K
WPG Advisers, LLC 0.42% Add +60.0% 2,588 $448K
Colton Groome Financial Advisors, LLC 0.17% Reduce -15.2% 2,643 $447K
TPG Advisors LLC 0.35% New 2,579 $447K
Beverly Hills Private Wealth, LLC 0.09% No change 2,564 $444K
Capital Asset Advisory Services LLC 0.02% Add +0.1% 2,539 $444K
Tran Capital Management, L.P. 0.06% No change 2,560 $443K
Colonial River Investments, LLC 0.24% Reduce -3.2% 2,556 $443K
MSH Capital Advisors LLC 0.14% Reduce -9.6% 2,556 $443K
Northwest Bancshares, Inc. 0.08% No change 2,550 $442K
BIP Wealth, LLC 0.03% Reduce -11.2% 2,534 $439K
Private Wealth Advisors, LLC 0.18% Add +0.5% 2,534 $439K
Sheaff Brock Investment Advisors, LLC 0.04% Add +5.1% 2,522 $437K
Zacks Investment Management 0.00% Reduce -0.1% 2,516 $436K
Wealthcare Capital Partners, LLC 0.22% Add +17.1% 2,514 $435K
Searle & Co. 0.12% No change 2,509 $435K
Fusion Capital, LLC 0.17% Reduce -14.5% 2,508 $434K
Pinnacle Bancorp, Inc. 0.14% Add +17.9% 2,498 $433K
Glass Jacobson Investment Advisors llc 0.14% No change 2,460 $431K
Avid Wealth Partners LLC 0.29% Reduce -2.9% 2,473 $428K
BSW Wealth Partners 0.07% Reduce -4.6% 2,470 $428K
Monograph Wealth Advisors, LLC 0.06% No change 2,465 $427K
Vigilare Wealth Management 0.17% Reduce -64.8% 2,454 $425K
Atlas Brown,Inc. 0.15% Add +12.6% 2,454 $425K
Asio Capital, LLC 0.08% Add +22.6% 2,451 $425K
Apollon Financial, LLC 0.10% Add +5.4% 2,450 $424K
Indiana Trust & Investment Management Co 0.15% Add +4.4% 2,444 $423K
Financial Engines Advisors L.L.C. 0.00% Add +13.3% 2,443 $423K
Smith Thornton Advisors LLC 0.26% No change 2,441 $423K
Astra Wealth Partners LLC 0.40% Reduce -11.0% 2,438 $422K
Emergent Wealth Advisors, LLC 0.30% Add +0.3% 2,415 $418K
Capital Market Strategies LLC 0.28% Reduce -11.8% 2,413 $418K
Turning Point Benefit Group, Inc. 0.39% Add +46.2% 2,679 $418K
Lansing Street Advisors 0.14% Reduce -17.3% 2,406 $417K
Quotient Wealth Partners, LLC 0.01% Add +67.5% 2,400 $416K
North Capital, Inc. 0.39% — 2,398 $415K
Prosperity Consulting Group, LLC 0.03% Reduce -6.6% 2,394 $415K
Longview Financial Advisors, Inc. 0.36% Reduce -2.9% 2,390 $414K
Integrity Alliance, Llc. 0.02% Add +85.4% 2,386 $413K
Alan B Lancz & Associates, Inc. 0.44% Reduce -6.9% 2,375 $411K
Tyche Wealth Partners LLC 0.09% Add +28.6% 2,372 $411K
Mustard Seed Financial, LLC 0.33% No change 2,348 $407K
Capital Advisors Wealth Management, LLC 0.07% Add +3.9% 2,346 $406K
Simon Quick Advisors, LLC 0.02% Reduce -20.7% 2,342 $406K
Claris Financial LLC 0.27% No change 2,311 $405K
GatePass Capital, LLC 0.31% Reduce -17.4% 2,332 $404K
Winebrenner Capital Management LLC 0.36% Reduce -1.2% 2,309 $400K
Mitchell Sinkler & Starr 0.11% Reduce -14.8% 2,306 $399K
Stonebridge Financial Group, LLC 0.04% Add +17.6% 2,298 $398K
Milestone Asset Management, LLC 0.08% Reduce -81.8% 2,296 $398K
Leo Wealth, LLC 0.06% Reduce -81.0% 2,270 $393K
PDS Planning, Inc 0.03% New 2,267 $393K
Berkeley Capital Partners, LLC 0.11% Add +0.0% 2,266 $393K
Vantage Financial Partners, LLC 0.10% Add +23.7% 2,250 $390K
Empirical Asset Management, LLC 0.13% Reduce -97.3% 2,236 $387K
Pure Portfolios Holdings LLC 0.14% Add +11.0% 2,222 $385K
Ameriflex Group, Inc. 0.16% Add +3.3% 2,214 $384K
Loudon Investment Management, LLC 0.22% Add +7.8% 2,213 $383K
First County Bank 0.21% Reduce -6.7% 2,212 $383K
Mayport, LLC 0.11% Reduce -20.9% 2,212 $383K
Mendel Capital Management LLC 0.23% New 2,179 $377K
Penbrook Management LLC 0.28% No change 2,170 $376K
Schulz Wealth, LTD. 0.28% No change 2,140 $371K
Cresta Advisors, Ltd. 0.19% No change 2,128 $369K
Zhang Financial LLC 0.02% Add +2.6% 2,126 $368K
Peoples Financial Services Corp. 0.18% Add +12.1% 2,123 $368K
McCollum Christoferson Group LLC 0.11% Add +54.7% 2,120 $367K
XML Financial, LLC 0.03% Reduce -26.9% 2,107 $365K
V2 Financial group LLC 0.23% Reduce -9.7% 2,105 $365K
Pacific Sun Financial Corp 0.21% No change 2,105 $365K
Cyndeo Wealth Partners, LLC 0.02% No change 2,104 $364K
Bank of New Hampshire 0.10% No change 2,100 $364K
Shapiro Capital Management LLC 0.01% No change 2,100 $364K
Silver Oak Wealth Advisors Services, LLC 0.32% No change 2,094 $363K
Kestra Investment Management, LLC 0.01% Add +209000.0% 2,091 $362K
MPWM Advisory Solutions, LLC 0.26% Add +190.1% 2,086 $361K
Lodestone Wealth Management LLC 0.19% Add +0.2% 2,081 $361K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -1.4% 2,078 $360K
GTS Securities LLC 0.02% Reduce -97.5% 2,067 $358K
PGIM Custom Harvest LLC 0.01% Reduce -1.8% 2,055 $356K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -0.2% 2,054 $356K
SMART Wealth LLC 0.13% New 2,050 $355K
Castleview Partners, LLC 0.24% Reduce -58.4% 2,050 $355K
Smith Shellnut Wilson LLC 0.16% No change 2,039 $353K
Bridge Creek Capital Management LLC 0.11% Add +22.1% 2,026 $351K
Embree Financial Group 0.06% Add +0.2% 2,023 $350K
Tyler-Stone Wealth Management 0.06% Add +0.1% 2,018 $350K
Brendel Financial Advisors LLC 0.21% Reduce -0.7% 2,015 $349K
Fullcircle Wealth LLC 0.14% No change 2,068 $347K
Essential Planning, LLC. 0.14% Reduce -50.0% 2,000 $346K
Blue Zone Wealth Advisors, LLC 0.10% New 2,000 $346K
Capital Advantage, Inc. 0.06% No change 1,966 $345K
R. W. Roge & Company, Inc. 0.19% Reduce -0.8% 1,980 $343K
Hills Bank & Trust Co 0.02% Reduce -12.6% 1,977 $342K
Integris Wealth Management, LLC 0.10% No change 1,975 $342K
Drucker Wealth 3.0, LLC 0.08% Reduce -14.3% 1,969 $341K
Sonora Investment Management Group, LLC 0.03% Add +0.1% 1,969 $341K
Ironwood Investment Counsel, LLC 0.06% Reduce -4.9% 1,962 $340K
Intrua Financial, LLC 0.05% Reduce -20.5% 1,955 $339K
Duncker Streett & Co. Inc. 0.07% Add +7.0% 1,953 $338K
Long Run Wealth Advisors, LLC 0.08% Add +0.5% 1,945 $337K
NBT Bank, N.A. 0.02% No change 1,926 $334K
Ledyard National Bank 0.03% New 1,922 $333K
RPS Advisory Solutions LLC 0.24% New 1,919 $332K
Axim Planning & Wealth 0.29% New 1,918 $332K
America First Investment Advisors, LLC 0.07% Add +13.5% 1,918 $332K
Manhattan West Asset Management, LLC 0.08% Add +0.3% 1,916 $332K
Elevated Capital Advisors, LLC 0.09% Reduce -1.7% 1,896 $328K
Oxford Financial Group, LTD. LLC 0.02% No change 1,891 $328K
Bfsg, LLC 0.04% Reduce -3.6% 1,882 $326K
LFA - Lugano Financial Advisors SA 0.22% Add +42.0% 1,878 $325K
Beaumont Financial Advisors, LLC 0.03% Add +0.5% 1,876 $325K
Florida Trust Wealth Management Co 0.01% No change 1,875 $325K
Castle Rock Wealth Management, LLC 0.09% Add +2.9% 1,870 $323K
Old Mission Investment Co LLC 0.10% Reduce -7.0% 1,855 $321K
Crestwood Advisors Group, LLC 0.01% Reduce -9.4% 1,849 $320K
CFO4Life Group, LLC 0.05% Reduce -3.9% 1,848 $320K
IronBridge Private Wealth, LLC 0.13% No change 1,844 $319K
Main Street Group, LTD 0.14% Reduce -5.3% 1,837 $318K
Mountain Capital Investment Advisors Inc. 0.07% New 1,893 $317K
Legacy Advisors, LLC 0.03% No change 1,832 $317K
Horan Capital Advisors, LLC. 0.11% Add +20.4% 1,831 $317K
Lighthouse Financial LLC 0.27% Reduce -5.2% 1,830 $317K
Financial Partners Group, LLC 0.14% Add +0.4% 1,821 $315K
Sugar Maple Asset Management, LLC 0.25% Add +22.4% 1,814 $314K
Ogorek Anthony Joseph /NY/ 0.10% Add +5.8% 1,814 $314K
Aft, Forsyth & Company, Inc. 0.17% Add +0.3% 1,801 $312K
Bayesian Capital Management, LP 0.05% New 1,800 $312K
Higgins & Schmidt Wealth Strategies LLC 0.18% Add +0.2% 1,798 $311K
High Falls Advisors, Inc 0.07% Add +0.4% 1,793 $311K
MBE Wealth Management, LLC 0.15% Reduce -57.7% 1,790 $310K
Johnson Financial Group, Inc. 0.02% Add +10.2% 1,787 $310K
Westbourne Investment Advisors, Inc. 0.11% Reduce -8.6% 1,782 $309K
Proficio Capital Partners LLC 0.02% New 1,778 $308K
CAP Partners, LLC 0.22% Reduce -1.0% 1,775 $307K
Pure Financial Advisors, LLC 0.01% New 1,761 $305K
WPWealth LLP 0.06% Reduce -3.8% 1,760 $305K
Gibbs Wealth Management 0.07% Reduce -4.0% 1,752 $304K
Kirr Marbach & Co. LLC 0.07% No change 1,750 $303K
Bank Hapoalim BM 0.05% Reduce -11.5% 1,749 $303K
JB Capital LLC 0.02% Add +6.0% 1,724 $299K
2UniFi Bank 0.19% Add +14.4% 1,653 $298K
Saxony Capital Management, LLC 0.26% New 1,719 $298K
Pps&v Asset Management Consultants, Inc. 0.22% Reduce -14.7% 1,714 $297K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.3% 1,713 $297K
Frederick Financial Consultants, LLC 0.21% Add +6.1% 1,701 $295K
KMG Fiduciary Partners, LLC 0.02% Add +0.6% 1,697 $294K
MRWM Advisors, LLC 0.20% New 1,680 $291K
Cypress Capital, LLC 0.08% New 1,680 $291K
Briaud Financial Planning Inc 0.12% No change 1,676 $290K
OneAscent Wealth Management LLC 0.13% Add +26.0% 1,668 $289K
Mystic Asset Management, Inc. 0.08% Add +32.7% 1,665 $289K
Steigerwald, Gordon & Koch Inc. 0.03% Add +24.9% 1,644 $285K
Chesapeake Wealth Management 0.10% No change 1,642 $284K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,631 $283K
Crewe Advisors LLC 0.04% Add +3.4% 1,628 $282K
Diversified Enterprises, LLC 0.02% New 1,618 $280K
Medallion Wealth Advisors, LLC 0.13% Reduce -10.2% 1,610 $279K
Next Capital Management LLC 0.13% New 1,610 $279K
Calamos Wealth Management LLC 0.01% Add +14.7% 1,606 $278K
Sage Mountain Advisors LLC 0.02% No change 1,597 $277K
SkyOak Wealth, LLC 0.06% Add +0.2% 1,591 $276K
Atticus Wealth Management, LLC 0.09% Reduce -3.6% 1,590 $275K
Meritage Portfolio Management 0.02% Add +19.5% 1,589 $275K
Appleton Partners Inc. 0.02% No change 1,570 $272K
Total Wealth Planning & Management, Inc. 0.28% Reduce -1.3% 1,566 $271K
Purus Wealth Management, LLC 0.11% No change 1,560 $270K
HFG Advisors, Inc. 0.23% Add +11.6% 1,556 $270K
Bar Harbor Wealth Management 0.02% Reduce -8.8% 1,555 $269K
Cooper Financial Group 0.04% Add +10.8% 1,553 $269K
Global View Capital Management LLC 0.10% Reduce -41.4% 1,550 $269K
4J Wealth Management LLC 0.21% No change 1,545 $268K
ARS Wealth Advisors Group, LLC 0.04% No change 1,545 $268K
Commonwealth Retirement Investments LLC 0.11% No change 1,539 $267K
Summit Global Investments 0.02% New 1,534 $266K
Austin Wealth Management, LLC 0.05% Reduce -3.1% 1,576 $264K
Mayflower Financial Advisors, LLC 0.04% Reduce -10.3% 1,519 $263K
Monument Group Wealth Advisors, LLC 0.18% Add +0.5% 1,511 $262K
United Advisor Group, LLC 0.05% Reduce -14.6% 1,511 $262K
Plante Moran Financial Advisors, LLC 0.02% Add +3672.5% 1,509 $261K
Mad River Investors 0.11% No change 1,508 $261K
Warwick Investment Management, Inc. 0.05% No change 1,507 $261K
Welch & Forbes LLC 0.00% Add +13.2% 1,504 $261K
Mayfair Advisory Group, LLC 0.15% Add +5.0% 1,503 $260K
Sound Income Strategies, LLC 0.02% Add +20.9% 1,501 $260K
Thompson Davis & Co., Inc. 0.20% No change 1,491 $258K
Empower Advisory Group, LLC 0.00% Reduce -25.6% 1,489 $258K
Integrated Investment Consultants, LLC 0.05% Add +0.3% 1,487 $258K
Ellis Investment Partners, LLC 0.05% Reduce -21.2% 1,487 $258K
Ascentis Wealth Management, LLC 0.08% No change 1,483 $257K
Granite Group Advisors, LLC 0.18% New 1,480 $256K
Tortoise Investment Management, LLC 0.03% Reduce -13.2% 1,475 $256K
Kanawha Capital Management LLC 0.02% No change 1,474 $255K
Stonebrook Private Inc. 0.07% New 1,471 $255K
KFA Private Wealth Group, LLC 0.09% Add +1.9% 1,466 $254K
IAM Advisory, LLC 0.07% Reduce -0.6% 1,450 $251K
Unified Investment Management 0.30% New 1,448 $251K
Kathleen S. Wright Associates Inc. 0.10% No change 1,442 $250K
Adero Partners, LLC 0.02% No change 1,440 $249K
IVC Wealth Advisors LLC 0.13% New 1,431 $248K
Bernard Wealth Management Corp. 0.12% No change 1,430 $248K
Bogart Wealth, LLC 0.01% Reduce -1.8% 1,424 $247K
Paragon Capital Management Ltd 0.05% Reduce -13.0% 1,415 $245K
Hubbell Strickland Wealth Management, LLC 0.12% Add +0.4% 1,405 $243K
Motiv8 Investments LLC 0.16% No change 1,401 $243K
Acropolis Investment Management, LLC 0.01% No change 1,401 $243K
Traphagen Investment Advisors LLC 0.03% Reduce -10.7% 1,399 $242K
Capital Wealth Alliance, LLC 0.14% No change 1,398 $242K
Clarus Wealth Advisors 0.13% Reduce -94.5% 1,447 $239K
Trinity Wealth Management, LLC 0.11% Reduce -10.5% 1,378 $239K
Tradewinds, LLC. 0.07% Add +0.1% 1,376 $238K
Garrett Wealth Advisory Group, LLC 0.05% Reduce -7.6% 1,370 $237K
Prudential PLC 0.00% Add +26.9% 1,370 $237K
CPA Asset Management Group, LLC 0.10% Add +0.4% 1,370 $237K
TCTC Holdings, LLC 0.01% Add +123.0% 1,360 $236K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.4% 1,354 $235K
Wisconsin Wealth Advisors, LLC 0.34% No change 1,352 $234K
Clear Point Advisors Inc. 0.21% Reduce -19.4% 1,350 $234K
Orser Capital Management, LLC 0.17% New 1,350 $234K
Jim Saulnier & Associates, LLC 0.18% Add +0.5% 1,348 $234K
Fairscale Capital, LLC 0.21% No change 1,348 $234K
Verus Capital Partners, LLC 0.02% Reduce -12.1% 1,343 $233K
S.A. Mason LLC 0.12% Add +33.7% 1,341 $232K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -6.9% 1,341 $232K
Arq Wealth Advisors, LLC 0.09% Reduce -0.9% 1,334 $231K
Millennium Capital Advisors, LLC 0.17% Add +0.1% 1,320 $229K
Fermata Advisors, LLC 0.04% Add +0.5% 1,319 $228K
Fogel Capital Management, Inc. 0.12% No change 1,319 $228K
Cascade Investment Advisors, Inc. 0.15% No change 1,314 $228K
Archvest Wealth Advisors, Inc. 0.19% No change 1,312 $227K
Safeguard Financial, LLC 0.05% Reduce -17.4% 1,312 $227K
Bricktown Capital, LLC 0.04% No change 1,308 $227K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,308 $227K
Alhambra Investment Management LLC 0.12% New 1,306 $226K
Kesler, Norman & Wride, LLC 0.04% Reduce -0.5% 1,306 $226K
Naples Global Advisors, LLC 0.02% New 1,305 $226K
Hudock, Inc. 0.04% Add +0.5% 1,300 $225K
MRP Capital Investments, LLC 0.21% No change 1,300 $225K
Bank of Hawaii 0.01% No change 1,299 $225K
Earned Wealth Advisors, LLC 0.05% Add +9.6% 1,291 $224K
Novem Group 0.03% Add +5.6% 1,291 $224K
Smithbridge Asset Management Inc. 0.04% — 1,289 $223K
Vanguard Group Inc. 0.00% New 1,286 $223K
Southland Equity Partners LLC 0.05% No change 1,284 $222K
Shaker Investments LLC 0.11% New 1,281 $222K
GPS Wealth Strategies Group, LLC 0.03% Add +194.7% 1,276 $221K
Kellett Wealth Advisors, LLC 0.15% No change 1,273 $221K
Sandy Cove Advisors, LLC 0.09% Add +0.4% 1,272 $220K
Keel Point, LLC 0.02% Reduce -4.5% 1,267 $219K
RAM Investment Partners, LLC 0.05% No change 1,265 $219K
Maxele Advisors, LLC 0.21% Add +0.8% 1,255 $217K
Clarity Financial LLC 0.03% Add +6.3% 1,255 $217K
LifeGoal Investments, LLC 0.23% No change 1,246 $216K
Mogy Joel R Investment Counsel Inc. 0.01% Reduce -32.2% 1,240 $215K
Paragon Advisors, LLC 0.08% New 1,236 $214K
Mattern Wealth Management LLC 0.05% No change 1,236 $214K
SFG Wealth Management, LLC. 0.10% New 1,230 $213K
Stewardship Advisors, LLC 0.06% Reduce -0.5% 1,230 $213K
Sargent Investment Group, LLC 0.03% Reduce -2.4% 1,230 $213K
Sfmg, LLC 0.02% Reduce -50.1% 1,225 $212K
Compass Financial Services Inc 0.11% Add +0.5% 1,224 $212K
JSF Financial, LLC 0.06% Reduce -50.4% 1,222 $212K
Hobbs Group Advisors, LLC 0.08% New 1,217 $211K
First American Trust, FSB 0.02% New 1,215 $210K
TCI Wealth Advisors, Inc. 0.02% Add +0.1% 1,211 $210K
LPF Advisors LLC 0.17% Reduce -3.1% 1,210 $210K
Prosperitas Financial LLC 0.11% Reduce -51.1% 1,209 $210K
Plotkin Financial Advisors, LLC 0.13% No change 1,209 $209K
Accurate Wealth Management, LLC 0.04% Reduce -9.3% 1,290 $209K
BankPlus Trust Department 0.07% No change 1,201 $208K
Centerpoint Advisors, LLC 0.08% No change 1,200 $208K
Hayek Kallen Investment Management 0.08% No change 1,200 $208K
Retirement Capital Strategies 0.08% No change 1,198 $208K
Henderson Brothers Financial Partners, LLC 0.10% — 1,081 $207K
McDonald Capital Investors Inc. 0.01% No change 1,195 $207K
Forefront Wealth Management Inc. 0.19% Reduce -17.8% 1,193 $207K
Busey Bank 0.01% New 1,184 $205K
Semmax Financial Advisors Inc. 0.06% No change 1,187 $205K
Kraft, Davis & Associates, LLC 0.07% Add +1.0% 1,245 $203K
Parkside Advisors LLC 0.05% No change 1,171 $203K
Spectrum Financial Alliance Ltd LLC 0.07% Reduce -12.7% 1,167 $202K
Webster Bank, N. A. 0.02% No change 1,166 $202K
Wealth Quarterback LLC 0.11% New 1,165 $202K
Solano Wealth Investment Advisors LLC 0.12% New 1,165 $202K
Boston Standard Wealth Management, LLC 0.04% Reduce -28.5% 1,222 $201K
Hantz Financial Services, Inc. 0.00% Add +7.5% 1,147 $199K
Colonial Trust Co / SC 0.03% No change 1,151 $198K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,139 $197K
TruNorth Capital Management, LLC 0.05% Add +13.1% 1,094 $190K
Oakworth Capital, Inc. 0.01% Add +30.2% 1,094 $190K
Dunhill Financial, LLC 0.09% No change 1,080 $187K
Morgan Dempsey Capital Management LLC 0.08% Reduce -31.4% 1,054 $183K
Ulland Investment Advisors, LLC 0.15% New 1,025 $178K
Financial Life Planners 0.17% Reduce -19.9% 1,025 $177K
Balentine LLC 0.01% No change 985 $171K
Washington Trust Advisors, Inc. 0.01% No change 949 $164K
N.E.W. Advisory Services LLC 0.01% New 943 $163K
Motco 0.02% New 921 $160K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +21.6% 900 $156K
Future Financial Wealth Managment LLC 0.11% No change 880 $152K
Missouri Trust & Investment Co 0.05% Reduce -31.7% 877 $152K
Y.D. More Investments Ltd 0.01% Add +387.9% 805 $139K
GS Investments, Inc. 0.07% Reduce -4.5% 800 $139K
Wagner Wealth Management, LLC 0.03% Add +3.9% 800 $139K
Bristlecone Advisors, LLC 0.01% Add +337.9% 797 $138K
Valley National Advisers Inc. 0.02% New 784 $135K
Perritt Capital Management Inc 0.07% Add +69.2% 768 $133K
Sava Infond d.o.o. 0.03% New 760 $132K
Physician Wealth Advisors, Inc. 0.02% No change 730 $126K
Operose Advisors LLC 0.04% No change 729 $126K
Tanglewood Legacy Advisors, LLC 0.06% No change 727 $126K
Vermillion Wealth Management, Inc. 0.04% Add +48.8% 726 $126K
Dagco, Inc. 0.04% New 720 $125K
Kiker Wealth Management, LLC 0.08% Add +112.5% 665 $115K
First Command Advisory Services, Inc. 0.00% Reduce -24.9% 650 $113K
Creative Capital Management Investments LLC 0.04% New 640 $111K
City State Bank 0.04% No change 629 $109K
Fortitude Family Office, LLC 0.04% Add +0.5% 619 $107K
Whipplewood Advisors, LLC 0.06% Add +462.4% 3,459 $105K
Cary Street Partners Investment Advisory LLC 0.06% Add +74.6% 606 $105K
Coldstream Capital Management Inc. 0.00% New 599 $104K
Hazlett, Burt & Watson, Inc. 0.05% Add +0.3% 592 $102K
SBI Securities Co., Ltd. 0.00% Add +5.1% 577 $100K
Flagship Wealth Advisors, LLC 0.04% No change 557 $96K
Painted Porch Advisors LLC 0.04% No change 548 $95K
Wolff Wiese Magana LLC 0.06% No change 541 $94K
Addison Advisors LLC 0.02% No change 510 $88K
Promus Capital, LLC 0.07% Add +20.6% 504 $87K
Breakwater Investment Management 0.04% Add +6.1% 502 $87K
Legacies Wealth LLC 0.06% No change 500 $87K
Versant Capital Management, Inc 0.01% No change 490 $85K
Financial Connections Group, Inc. 0.04% No change 484 $83K
LRI Investments, LLC 0.01% No change 475 $82K
Clearstead Trust, LLC 0.02% No change 454 $79K
Piscataqua Savings Bank 0.07% No change 440 $76K
NFSG Corp 0.02% Reduce -2.0% 437 $76K
Key Financial Inc 0.02% Add +2.4% 433 $75K
Tidemark, LLC 0.03% No change 431 $75K
Blue Trust, Inc. 0.00% New 431 $75K
DHJJ Financial Advisors, Ltd. 0.03% Add +116.1% 417 $72K
Arax Advisory Partners 0.00% New 409 $71K
Morling Financial Advisors, LLC 0.02% No change 409 $71K
Bartlett & Co. Wealth Management LLC 0.00% No change 363 $63K
Roxbury Financial LLC 0.06% Add +92.8% 347 $63K
Walleye Capital LLC 0.00% Reduce -95.3% 359 $62K
Realta Investment Advisors 0.03% No change 355 $61K
First Pacific Financial 0.01% Add +72.1% 327 $57K
Clear Investment Research, LLC 0.07% Reduce -73.6% 33 $56K
Smartleaf Asset Management LLC 0.01% Reduce -43.0% 313 $54K
SOA Wealth Advisors, LLC. 0.01% No change 303 $52K
Lavaca Capital LLC 0.02% No change 300 $52K
Evelyn Partners Investment Management LLP 0.00% No change 300 $52K
Guardian Wealth Management, Inc. 0.03% No change 293 $51K
Sittner & Nelson, LLC 0.02% Add +565.9% 293 $51K
Pin Oak Investment Advisors Inc. 0.04% Add +0.3% 2,008 $50K
Continuum Advisory, LLC 0.01% Reduce -41.6% 286 $50K
Eq Wealth Advisors, LLC 0.04% New 282 $49K
Lindbrook Capital, LLC 0.00% Reduce -47.5% 268 $46K
GHP Investment Advisors, Inc. 0.00% Add +22.9% 263 $46K
MCF Advisors LLC 0.00% No change 250 $43K
PrairieView Partners, LLC 0.00% No change 250 $43K
Silicon Valley Capital Partners 0.01% Add +0.4% 245 $42K
Cloud Capital Management, LLC 0.03% — 247 $42K
Goodman Advisory Group, LLC 0.01% New 237 $41K
Hanson & Doremus Investment Management 0.01% Add +62.8% 236 $41K
South Plains Financial, Inc. 0.03% No change 231 $40K
Quadrant Capital Group LLC 0.00% Reduce -94.9% 228 $39K
Richards, Merrill & Peterson, Inc. 0.02% Add +1.3% 228 $39K
Olde Wealth Management, LLC 0.01% New 214 $37K
Fairman Group, LLC 0.03% Add +10.7% 228 $36K
Marquette Asset Management, LLC 0.01% No change 207 $36K
Wellington Shields & Co., LLC 0.01% Add +0.5% 207 $36K
Creekmur Asset Management LLC 0.01% No change 190 $33K
Howe & Rusling Inc. 0.00% Add +190.8% 189 $33K
Frazier Financial Advisors, LLC 0.03% Add +66.4% 188 $33K
Financial Perspectives, Inc 0.01% No change 185 $32K
Riggs Asset Managment Co. Inc. 0.01% Reduce -21.3% 185 $32K
Citizens National Bank Trust Department 0.01% No change 185 $32K
Old Second National Bank of Aurora 0.01% New 177 $31K
Richardson Capital Management LLC 0.02% New 174 $30K
Joseph Group Capital Management 0.01% No change 167 $29K
Bridge Generations Wealth Management LLC 0.02% No change 166 $29K
Cambridge Financial Group, Inc. 0.01% No change 160 $28K
Eastern Bank 0.00% No change 154 $27K
Uniplan Investment Counsel, Inc. 0.00% New 150 $26K
Van Eck Associates Corp. 0.00% No change 152 $26K
Nalls Sherbakoff Group, LLC 0.02% — 150 $26K
Front Row Advisors LLC 0.01% No change 150 $26K
Princeton Global Asset Management LLC 0.01% No change 146 $25K
Birchbrook, Inc. 0.01% No change 139 $24K
ROSS\JOHNSON & Associates LLC 0.40% No change 133 $23K
Pineridge Advisors LLC 0.01% No change 133 $23K
Coston, McIsaac & Partners 0.01% Add +133.9% 131 $22K
NWK Group, Inc. 0.01% No change 123 $21K
Iron Horse Wealth Management, LLC 0.01% Add +19.3% 105 $18K
Quest 10 Wealth Builders, Inc. 0.02% Add +200.0% 105 $18K
Laurel Wealth Advisors LLC 0.00% Add +9.6% 103 $18K
Red Tortoise LLC 0.01% Reduce -83.7% 102 $18K
Solstein Capital, LLC 0.01% Reduce -25.7% 101 $17K
Graybill Wealth Management, LTD. 0.01% — 100 $17K
Hemington Wealth Management 0.00% Reduce -45.6% 100 $17K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 98 $17K
LGT Financial Advisors LLC 0.05% New 94 $16K
Center for Financial Planning, Inc. 0.00% New 89 $15K
Halbert Hargrove Global Advisors, LLC 0.00% New 87 $15K
Nemes Rush Group LLC 0.00% No change 84 $15K
Richardson Financial Services Inc. 0.01% No change 83 $14K
Avion Wealth 0.00% No change 85 $14K
Broadwater Capital Management LLC 0.01% No change 71 $12K
Union Bancaire Privee, UBP SA 0.00% New 92 $12K
Spurstone Advisory Services, LLC 0.24% New 70 $12K
Pacific Center for Financial Services 0.00% Reduce -13.9% 68 $12K
New Millennium Group LLC 0.01% Reduce -66.2% 68 $12K
Synergy Investment Management, LLC 0.00% No change 65 $11K
Horrell Capital Management, Inc. 0.00% No change 63 $11K
Hurley Capital, LLC 0.01% New 58 $10K
Davis Capital Management 0.01% Reduce -20.0% 56 $10K
SJS Investment Consulting Inc. 0.00% Reduce -61.1% 56 $10K
Prestige Wealth Management Group LLC 0.00% Add +1.8% 56 $10K
Copia Wealth Management 0.01% No change 53 $9K
Kentucky Trust Co 0.01% No change 53 $9K
CNB Bank 0.00% No change 52 $9K
Navigoe, LLC 0.01% No change 56 $9K
Caldwell Sutter Capital, Inc. 0.00% Reduce -68.3% 51 $9K
IAG Wealth Partners, LLC 0.00% Reduce -61.5% 50 $9K
Cornerstone National Bank & Trust Co 0.00% No change 45 $8K
FWL Investment Management, LLC 0.00% No change 45 $8K
Transce3nd, LLC 0.00% Reduce -88.6% 43 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $7K
Robinswood Financial LLC 0.00% No change 40 $7K
Kennebec Savings Bank 0.01% Reduce -50.7% 36 $6K
Stuart Chaussee & Associates, Inc. 0.00% No change 36 $6K
Lowe Wealth Advisors, LLC 0.00% No change 35 $6K
Armor Investment Advisors, LLC 0.00% No change 30 $5K
Financial Gravity Asset Management, Inc. 0.00% — 27 $5K
Hughes Financial Services, LLC 0.00% New 25 $4K
Valued Wealth Advisors LLC 0.00% No change 25 $4K
McIlrath & Eck, LLC 0.00% No change 24 $4K
Bay Harbor Wealth Management, LLC 0.00% Reduce -17.2% 24 $4K
Rise Advisors, LLC 0.00% No change 21 $4K
Legacy Wealth Managment, LLC 0.00% Reduce -78.5% 20 $3K
Kozak & Associates, Inc. 0.00% Add +5.0% 21 $3K
HFM Investment Advisors, LLC 0.00% — 19 $3K
Rakuten Securities, Inc. 0.00% Add +20.0% 18 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -5.6% 17 $3K
Tower View Wealth Management LLC 0.00% No change 16 $3K
Hoey Investments, Inc. 0.00% New 14 $2K
Northwest Capital Management Inc 0.00% No change 12 $2K
Ameritas Investment Partners, Inc. 0.00% New 10 $2K
Hexagon Capital Partners LLC 0.00% No change 9 $2K
Bear Mountain Capital, Inc. 0.00% New 9 $2K
New Republic Capital, LLC 0.00% New 6 $1K
Resources Management Corp. /CT/ 0.00% No change 5 $1K
SYM FINANCIAL Corp 0.00% Reduce -84.6% 2 $348
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.