Invesco S&P 500 Equal WeightRSPETF

13F holders, Q2 2025 (June 30)
1,950holders +7
137new positions
129sold out
8famous investors
$180.65avg. 13F price*

At the end of Q2 2025, 1,950 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 7 from Q1 2025. 137 opened new positions and 129 sold out. The largest holders were Morgan Stanley ($5.9B), Northwestern Mutual Wealth Management Co. ($4.5B) and Bank of America Corp. ($4.1B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions137$919.7M
Exits129$1.3B

All 13F filers, Q1 2025 → Q2 2025: 23,220,993 shares bought and 24,924,607 shares sold, net −1,703,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,950 holders

Morgan Stanley 0.39% Add +9.8% 32,653,255 $5.9B
Northwestern Mutual Wealth Management Co. 3.27% Add +4.7% 24,657,672 $4.5B
Bank of America Corp. 0.33% Add +1.2% 22,475,692 $4.1B
Invesco Ltd. 0.32% Reduce -9.0% 10,181,554 $1.9B
Texas Permanent School Fund Corp. 56.14% Add +0.1% 9,190,491 $1.7B
Goldman Sachs Group Inc. 0.21% Reduce -12.4% 7,167,311 $1.3B
UBS Group AG 0.27% Add +2.4% 7,143,393 $1.3B
Wells Fargo & Company 0.28% Reduce -3.4% 6,934,162 $1.3B
State of Wisconsin Investment Board 3.04% Add +49.3% 6,845,838 $1.2B
JPMorgan Chase & Co. 0.07% Add +11.7% 5,646,560 $1.0B
LPL Financial LLC 0.31% Reduce -3.6% 5,069,864 $921.4M
Cresset Asset Management, LLC 3.54% Reduce -2.5% 3,889,335 $706.8M
Keybank National Association 2.60% Reduce -2.8% 3,843,692 $698.6M
Japan Science & Technology Agency 10.94% No change 3,792,112 $689.2M
Raymond James Financial Inc. 0.23% Reduce -1.7% 3,673,896 $667.7M
Ameriprise Financial Inc. 0.16% Reduce -1.9% 3,652,507 $663.7M
Truist Financial Corp. 0.88% Reduce -24.8% 3,294,369 $598.7M
BNP Paribas Financial Markets 0.46% Add +35.8% 3,184,827 $578.8M
Royal Bank of Canada 0.11% Reduce -2.2% 3,130,493 $568.9M
Envestnet Asset Management Inc. 0.11% Reduce -31.0% 2,101,387 $381.9M
Healthcare of Ontario Pension Plan Trust Fund 0.77% Add +91.9% 2,082,000 $378.4M
Junto Capital Management LP 7.82% Add +40.6% 2,032,491 $369.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.95% Add +119.1% 2,027,552 $368.5M
Cerity Partners LLC 0.55% Add +24.1% 1,701,457 $309.2M
Bank of New York Mellon Corp 0.06% Add +0.3% 1,689,136 $307.0M
Phoenix Financial Ltd. 3.73% Reduce -0.0% 1,554,000 $282.4M
North Peak Capital Management, LLC 19.61% New 1,374,131 $249.7M
HighTower Advisors, LLC 0.31% Reduce -9.1% 1,371,794 $249.3M
Citigroup Inc. 0.17% Add +16.0% 1,348,253 $245.0M
Commonwealth Equity Services, LLC 0.32% Reduce -21.5% 1,343,710 $244.2M
LBMC Investment Advisors, LLC 17.23% Reduce -0.1% 1,329,740 $241.7M
Rockefeller Capital Management L.P. 0.51% Add +5.4% 1,290,658 $234.6M
Horizon Investments, LLC 3.61% Reduce -0.3% 1,255,164 $228.1M
Ally Financial Inc. 24.53% Add +5.3% 1,195,000 $217.2M
Focus Partners Wealth 0.45% Add +10.8% 1,146,235 $208.3M
Osaic Holdings, Inc. 0.36% Add +25.3% 1,106,984 $201.3M
Freedom Together Foundation 24.48% New 1,100,000 $199.9M
Corient Private Wealth LP 0.25% Add +303.3% 1,015,653 $184.5M
Stifel Financial Corp. 0.18% Add +0.3% 993,373 $180.5M
Meitav Investment House Ltd. 2.42% Add +34.3% 986,210 $179.3M
Sei Investments Co. 0.19% Reduce -2.1% 918,466 $166.9M
Cambridge Investment Research Advisors, Inc. 0.49% Add +16.7% 883,193 $160.5M
Brown Advisory Inc. 0.21% Reduce -5.7% 867,080 $157.6M
Janney Montgomery Scott LLC 0.38% Add +31.6% 795,087 $144.5M
Cercano Management LLC 4.07% Reduce -2.0% 784,408 $142.6M
Summit Trail Advisors, LLC 2.44% Reduce -16.3% 783,662 $142.4M
Cetera Investment Advisers 0.24% Reduce -23.3% 772,732 $140.4M
First Interstate Bank 8.01% Reduce -8.4% 750,597 $136.4M
Trust Co of Tennessee 30.39% Add +1.8% 717,617 $130.4M
CW Advisors, LLC 1.26% Add +5.3% 715,904 $130.1M
CI Investments Inc. 0.48% Reduce -1.8% 705,470 $128.2M
US Bancorp \de 0.16% Reduce -2.4% 677,793 $123.2M
Rock Creek Group LLC 13.88% Add +2.4% 653,433 $118.4M
Valeo Financial Advisors, LLC 2.86% Add +10.5% 719,108 $116.1M
Synovus Financial Corp. 1.39% Add +2.8% 623,815 $113.4M
Clearstead Advisors, LLC 1.52% Reduce -1.4% 593,262 $107.8M
Wealth Enhancement Advisory Services, LLC 0.18% Reduce -1.4% 581,706 $107.7M
Csenge Advisory Group 5.53% Add +1.0% 595,494 $105.1M
MAI Capital Management 0.70% Add +2.4% 556,734 $101.2M
Members Trust Co 3.36% Reduce -5.3% 536,556 $97.5M
Waverly Advisors, LLC 1.06% Reduce -8.8% 532,828 $96.8M
Glenmede Investment Management, LP 0.49% — 531,112 $96.5M
Moment Partners, LLC 17.41% Reduce -2.6% 510,379 $92.8M
First Manhattan Co. Llc. 0.26% Reduce -0.2% 501,600 $91.2M
Naman Capital Ltda 28.95% Reduce -12.2% 490,199 $89.1M
MML Investors Services, LLC 0.25% Reduce -18.6% 474,489 $86.2M
PNC Financial Services Group, Inc. 0.06% Add +2.5% 472,132 $85.8M
Aptus Capital Advisors, LLC 0.85% Add +7.8% 471,910 $85.8M
CENTRAL TRUST Co 1.94% Add +3.3% 463,193 $84.2M
Vanderbilt University 15.88% Add +0.4% 463,169 $84.2M
Mercer Global Advisors Inc. 0.18% Reduce -0.6% 438,743 $80.1M
Barclays PLC 0.03% Add +18.9% 439,102 $79.8M
NorthCoast Asset Management LLC 0.34% Add +4.3% 438,618 $79.7M
Private Advisor Group, LLC 0.42% Reduce -12.4% 433,620 $78.8M
FAS Wealth Partners, Inc. 5.75% Add +8.7% 427,572 $77.7M
Chai Trust Co. LLC 4.66% No change 1,865,494 $76.1M
Kestra Advisory Services, LLC 0.36% Add +1.3% 407,230 $74.0M
Mariner, LLC 0.11% Add +3.1% 406,144 $73.8M
Fiduciary Trust Co 0.91% Reduce -19.0% 405,057 $73.6M
Blair William & Co. 0.20% Add +1.3% 387,870 $70.5M
Cibc World Market Inc. 0.15% Reduce -0.5% 384,939 $70.0M
Consolidated Investment Group LLC 9.26% Add +3.8% 380,395 $69.1M
Dakota Wealth Management 1.46% Reduce -7.7% 380,120 $69.1M
CIBC Private Wealth Group LLC 0.12% Add +4.8% 378,661 $68.8M
Venture Visionary Partners LLC 2.54% Add +1.5% 371,603 $67.5M
SPC Financial, Inc. 5.57% Reduce -14.4% 366,138 $66.5M
HSBC Holdings PLC 0.04% Reduce -6.9% 354,977 $64.4M
Choreo, LLC 0.88% Reduce -0.7% 348,451 $63.3M
Banco Santander, S.A. 0.60% Add +59.4% 345,279 $62.8M
Total Investment Management Inc. 9.06% Add +0.1% 345,132 $62.7M
Spider Management Company, LLC 23.58% No change 343,186 $62.4M
Stratos Wealth Partners, LTD. 0.85% Reduce -5.8% 342,628 $62.3M
Comerica Bank 0.24% Add +4.5% 341,167 $62.0M
Baltimore-Washington Financial Advisors, Inc. 2.84% Reduce -0.8% 335,741 $61.0M
Southern Farm Bureau Life Insurance 7.63% No change 328,428 $59.7M
NewEdge Advisors, LLC 0.31% Add +25.3% 328,181 $59.6M
First Western Trust Bank 2.67% Add +3.9% 326,390 $59.3M
National Bank of Canada 0.06% Add +37.3% 319,942 $58.2M
Heck Capital Advisors, LLC 4.95% Add +50.5% 316,836 $57.6M
Equitable Holdings, Inc. 0.46% Reduce -1.0% 307,950 $56.0M
Perbak Capital Partners LLP 12.11% New 294,791 $53.6M
Exencial Wealth Advisors, LLC 1.89% Add +23.8% 294,620 $53.5M
Sanctuary Advisors, LLC 0.33% Add +11.6% 291,046 $52.9M
Bell Bank 2.42% New 286,004 $52.0M
Wharton Business Group, LLC 2.19% Add +0.9% 285,873 $52.0M
Brookstone Capital Management 0.66% Add +23.6% 275,872 $50.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8.58% Reduce -23.6% 273,981 $49.8M
Hennion & Walsh Asset Management, Inc. 1.96% Add +2.0% 266,846 $48.5M
CBIZ Investment Advisory Services, LLC 2.14% Reduce -0.1% 266,397 $48.4M
Baird Financial Group, Inc. 0.08% Add +6.4% 260,888 $47.4M
Arvest Investments, Inc. 7.03% Add +4.6% 257,172 $46.7M
McAdam, LLC 2.54% Reduce -3.8% 255,476 $46.4M
Atlanta Consulting Group Advisors, LLC 12.69% Add +0.0% 255,025 $46.3M
Peapack Gladstone Financial Corp. 0.65% Add +0.5% 253,073 $46.0M
Berkshire Money Management, Inc. 4.74% Reduce -19.4% 247,987 $45.1M
Avantax Advisory Services, Inc. 0.24% Add +2.1% 244,644 $44.5M
Rainey & Randall Wealth Advisors Inc. 8.14% Add +104.8% 244,515 $44.4M
Activest Wealth Management 10.67% Reduce -0.1% 243,547 $44.3M
J.Safra Asset Management Corp 3.01% Add +1.3% 237,977 $43.2M
Steward Partners Investment Advisory, LLC 0.34% Reduce -4.3% 236,432 $43.0M
Jones Financial Companies LLLP 0.03% Add +24.7% 235,301 $42.6M
One Day In July LLC 3.81% Add +35.7% 231,534 $42.1M
Federation des caisses Desjardins du Quebec 0.18% Add +70.9% 229,646 $41.7M
Bank of Montreal 0.02% Reduce -5.5% 228,450 $41.5M
Greenwood Gearhart LLC 2.58% Add +8.9% 227,715 $41.4M
Jefferies Financial Group Inc. 0.70% Add +51.8% 224,292 $40.8M
Sapient Capital LLC 0.73% Reduce -6.0% 222,850 $40.5M
Deutsche Bank AG 0.01% Reduce -0.2% 222,104 $40.4M
Joule Financial, LLC 13.00% Add +1.4% 220,300 $40.0M
Waterloo Capital, L.P. 3.17% Add +20.4% 215,796 $39.2M
TRUE Private Wealth Advisors 4.30% Reduce -21.3% 210,707 $38.3M
Creative Planning 0.03% Reduce -9.5% 207,961 $37.8M
Dynasty Wealth Management, LLC 0.64% Reduce -60.9% 206,817 $37.6M
WESCAP Management Group, Inc. 8.25% Reduce -0.5% 199,322 $36.2M
Howard Financial Services, LTD. 4.75% Reduce -0.4% 198,745 $36.1M
Elk River Wealth Management LLC 6.17% Add +0.5% 197,355 $35.9M
Requisite Capital Management, LLC 7.74% Reduce -23.1% 196,511 $35.7M
HB Wealth Management, LLC 0.28% Reduce -2.5% 194,901 $35.4M
Generali Investments CEE, investicni spolecnost, a.s. 2.90% Reduce -11.0% 193,976 $35.3M
Integrated Wealth Concepts LLC 0.35% Add +2.0% 192,095 $34.9M
Qube Research & Technologies Ltd 0.05% Add +1856.1% 188,981 $34.3M
Erste Asset Management GmbH 0.29% Reduce -1.6% 188,560 $34.3M
Oarsman Capital, Inc. 5.27% Add +27.6% 185,078 $33.6M
Squarepoint Ops LLC 0.07% Add +14.8% 184,983 $33.6M
Steele Capital Management, Inc. 1.61% Add +1.1% 184,945 $33.6M
Arete Wealth Advisors, LLC 2.37% Add +25.5% 183,545 $33.4M
Old Mission Capital LLC 0.89% Add +322.4% 183,091 $33.3M
Vicus Capital 2.74% Add +4.9% 181,248 $32.9M
New Harbor Financial Group, LLC 7.54% Reduce -54.7% 180,731 $32.8M
D.A. Davidson & Co. 0.23% Add +3.9% 179,775 $32.7M
Main Management LLC 2.54% Add +1.4% 178,091 $32.4M
Arvest Bank Trust Division 1.89% Add +0.5% 177,867 $32.3M
Envestnet Portfolio Solutions, Inc. 0.12% Reduce -17.7% 175,726 $31.9M
Moran Wealth Management, LLC 0.99% Reduce -0.2% 175,294 $31.9M
TD Waterhouse Canada Inc. 0.23% Reduce -2.5% 172,661 $31.7M
Captrust Financial Advisors 0.07% Add +21.2% 174,316 $31.7M
Badgley Phelps Wealth Managers, LLC 0.69% Add +190.8% 172,506 $31.4M
Bangor Savings Bank 2.78% Add +1434.4% 170,989 $31.1M
Summit Financial, LLC 0.70% Add +16.0% 170,894 $31.1M
Seneca House Advisors 13.10% Add +20.5% 169,407 $30.8M
First Horizon Advisors, Inc. 0.79% Add +3.3% 167,470 $30.4M
Davis Investment Partners, LLC 10.86% Reduce -2.0% 165,134 $30.3M
Arkadios Wealth Advisors 0.91% Add +64.5% 166,281 $30.2M
Beacon Pointe Advisors, LLC 0.31% Reduce -2.5% 165,476 $30.1M
Goodman Financial Corp 6.03% Add +4.8% 165,203 $30.0M
&partners 0.23% Add +17.6% 163,949 $29.8M
IFP Advisors, Inc 0.85% Add +11.7% 163,405 $29.7M
FSA Investment Group, LLC 21.97% New 163,271 $29.7M
Gradient Investments LLC 0.54% Add +2.4% 162,176 $29.5M
Davidson Capital Management Inc. 7.06% Add +2.0% 161,798 $29.4M
StoneX Group Inc. 1.43% Reduce -0.1% 161,449 $29.3M
Common Fund for Nonprofit Organizations 3.02% New 161,015 $29.3M
Shufro Rose & Co. LLC 2.36% Reduce -0.8% 168,046 $29.1M
Tucker Asset Management LLC 9.26% Add +44.2% 159,427 $29.0M
OP Asset Management Ltd 0.42% Add +141.7% 158,782 $28.9M
Pinnacle Associates Ltd. 0.42% Add +0.5% 158,120 $28.7M
Frisch Financial Group, Inc. 6.88% Reduce -3.8% 154,620 $28.1M
Robertson Stephens Wealth Management, LLC 0.97% Reduce -2.2% 154,496 $28.1M
Southeast Asset Advisors, LLC 3.32% Add +1.1% 153,866 $28.0M
Sequoia Financial Advisors, LLC 0.19% Reduce -1.5% 153,114 $27.8M
Gotham Asset Management 0.17% Add +12.3% 152,206 $27.7M
Montag A & Associates Inc. 1.34% Reduce -6.8% 151,011 $27.4M
Glen Eagle Advisors, LLC 4.22% Reduce -18.9% 150,808 $27.4M
Wealth Advisors of Iowa, LLC 10.22% Reduce -34.5% 150,461 $27.3M
ExodusPoint Capital Management, LP 0.33% New 150,000 $27.3M
Mustico Financial Group, Inc. 25.09% — 148,403 $27.2M
Cwm, LLC 0.10% Add +5.1% 149,339 $27.1M
Manchester Financial Inc. 5.68% Reduce -38.5% 149,273 $27.1M
Sebold Capital Management, Inc. 16.70% Reduce -1.3% 149,172 $27.1M
Jackson, Grant Investment Advisers, Inc. 9.86% Add +1.2% 147,713 $26.8M
Edmond DE Rothschild Holding S.A. 0.43% Reduce -0.9% 147,659 $26.8M
Granite Bay Wealth Management, LLC 8.59% Add +10.0% 147,062 $26.7M
Atlas Private Wealth Advisors 3.43% Reduce -10.3% 146,633 $26.7M
PJT Investments Corp. 14.18% — 146,163 $26.6M
Vectors Research Management, LLC 9.10% Reduce -26.7% 146,008 $26.5M
Kera Capital Partners, Inc. 5.22% Add +12.6% 145,869 $26.5M
Measured Wealth Private Client Group, LLC 7.90% Add +2.0% 145,179 $26.4M
LeConte Wealth Management, LLC 17.69% Reduce -22.8% 143,854 $26.1M
Nan Shan Life Insurance Co., Ltd. 0.56% No change 139,647 $25.4M
Sightline Wealth Advisors, LLC 11.99% Reduce -3.7% 136,591 $24.8M
Brogan Financial, Inc. 10.94% Add +2.1% 134,723 $24.5M
GenTrust, LLC 1.14% Reduce -52.4% 133,654 $24.3M
Mason Street Advisors, LLC 2.83% No change 133,100 $24.2M
Neuberger Berman Group LLC 0.02% Reduce -0.1% 132,975 $24.2M
Money Concepts Capital Corp. 1.60% Reduce -13.9% 131,952 $24.0M
OneDigital Investment Advisors LLC 0.27% Reduce -3.8% 131,695 $23.9M
Titleist Asset Management, LLC 2.38% Add +13.5% 131,323 $23.9M
NTV Asset Management LLC 2.85% Reduce -3.2% 131,205 $23.8M
Riversedge Advisors, LLC 4.64% Reduce -4.0% 130,495 $23.7M
Lido Advisors, LLC 0.13% Add +23.5% 130,255 $23.7M
BBR Partners, LLC 1.47% Add +0.2% 129,920 $23.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.64% Add +10.7% 128,502 $23.4M
Stephenson & Company, Inc. 14.11% Add +3.6% 127,816 $23.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.40% Add +0.8% 125,056 $23.2M
Fairway Wealth LLC 7.37% Add +57.2% 126,847 $23.1M
Consolidated Capital Management, LLC 8.22% Add +6.3% 125,151 $22.7M
Manning & Napier Advisors LLC 0.27% Reduce -31.7% 125,029 $22.7M
Tiller Private Wealth, Inc. 8.62% Add +2.6% 124,768 $22.7M
Patton Fund Management, Inc. 4.92% New 123,503 $22.4M
Matauro, LLC 4.19% Reduce -25.3% 122,913 $22.3M
Stratos Investment Management, LLC 1.02% Reduce -6.5% 122,355 $22.2M
Sollinda Capital Management LLC 5.78% Reduce -55.2% 121,986 $22.2M
Compass Wealth Management LLC 5.27% Add +2.7% 121,687 $22.1M
Virtue Capital Management, LLC 4.06% Reduce -26.9% 121,317 $22.0M
Dimension Capital Management LLC 3.44% Add +0.5% 120,908 $22.0M
Schusterman Interests, LLC 33.24% New 120,000 $21.8M
Advisory Services Network, LLC 0.34% Reduce -10.8% 116,486 $21.4M
Equitable Trust Co. 1.06% Reduce -1.6% 117,131 $21.3M
Geneos Wealth Management Inc. 0.52% Add +46.5% 116,894 $21.2M
McAlister, Sweet & Associates, Inc. 18.59% Reduce -12.7% 37,982 $21.0M
Wealth Forward, LLC 13.98% Reduce -1.0% 114,506 $20.8M
BlackRock, Inc. 0.00% Add +0.3% 114,272 $20.8M
Capital Advisors, Ltd. LLC 2.52% Add +5.1% 112,525 $20.4M
Baker Avenue Asset Management, LP 0.58% Add +0.2% 112,422 $20.4M
Petrus Trust Company, LTA 2.11% Reduce -25.8% 112,137 $20.4M
AlTi Global, Inc. 0.51% Add +36.4% 110,057 $20.4M
LTG Capital LLC 17.33% Reduce -0.2% 111,410 $20.2M
Fort Point Capital Partners LLC 2.03% Add +30.3% 111,401 $20.2M
WealthBridge Capital Management, LLC 5.12% Add +2.4% 111,111 $20.2M
Courier Capital LLC 1.22% Reduce -27.0% 110,929 $20.2M
Kentucky Farm Bureau Mutual Insurance Co 4.27% No change 110,000 $20.0M
FMR LLC 0.00% Reduce -6.2% 109,799 $20.0M
New England Capital Financial Advisors LLC 9.13% Add +1.3% 109,772 $20.0M
Wealthspire Advisors, LLC 0.11% Add +46.2% 108,054 $19.6M
Advocacy Wealth Management, LLC 1.20% Reduce -12.3% 107,848 $19.6M
Bernardo Wealth Planning LLC 4.25% Add +4.8% 107,812 $19.6M
Lowe Brockenbrough & Co. Inc. 1.10% Reduce -1.0% 107,279 $19.5M
Toronto Dominion Bank 0.04% Add +177.3% 105,286 $19.1M
Advisor OS, LLC 1.87% Reduce -3.5% 104,446 $19.0M
Riverview Capital Advisers, LLC 5.33% Add +4.6% 102,307 $18.6M
Millennium Management 0.02% New 101,268 $18.4M
Echo45 Advisors LLC 11.58% Add +0.4% 101,000 $18.4M
Kaydan Wealth Management, Inc. 5.92% Reduce -31.3% 99,456 $18.1M
Roth Financial Partners LLC 6.51% Add +0.8% 99,328 $18.0M
Calydon Capital 1.77% Reduce -15.1% 99,192 $18.0M
Cary Street Partners Financial LLC 0.50% Reduce -2.3% 98,295 $17.9M
Bright Financial Advisors, Inc. 9.90% Add +11.3% 98,200 $17.8M
Sterneck Capital Management, LLC 9.04% Add +1.6% 98,025 $17.8M
Breakwater Capital Group 2.90% Add +2.6% 97,977 $17.8M
Raelipskie Partnership 8.13% Add +10.2% 97,770 $17.8M
Vaughan David Investments LLC 0.40% Add +0.6% 97,750 $17.8M
Compton Wealth Advisory Group, LLC 4.49% Add +15.4% 97,695 $17.8M
Alliancebernstein L.P. 0.01% Add +54.5% 97,477 $17.7M
Forvis Mazars Wealth Advisors, LLC 0.38% Reduce -8.6% 96,971 $17.6M
Tradition Wealth Management, LLC 1.40% Reduce -1.9% 96,755 $17.6M
Montis Financial, LLC 4.89% Add +19.9% 96,749 $17.6M
Allen Investment Management, LLC 0.19% No change 96,386 $17.5M
Fairvoy Private Wealth, LLC 4.35% Add +2.1% 96,322 $17.5M
Wealthcare Advisory Partners LLC 0.40% Add +5.7% 96,204 $17.5M
Farther Finance Advisors, LLC 0.35% Add +6.1% 95,969 $17.4M
Ascent Wealth Partners, LLC 2.15% Add +3.1% 95,662 $17.4M
Aft, Forsyth & Sober, LLC 5.83% Add +1.1% 95,250 $17.3M
Sage Rhino Capital LLC 3.66% Reduce -6.4% 95,159 $17.3M
Balyasny Asset Management L.P. 0.04% Reduce -72.1% 93,639 $17.0M
Biltmore Family Office, LLC 2.86% Add +39.1% 93,084 $16.9M
Sepio Capital, LP 1.20% Add +10.6% 92,814 $16.9M
Arlington Trust Co LLC 3.28% Add +146.2% 92,337 $16.8M
GFS Advisors, LLC 2.29% New 92,278 $16.8M
Peak Asset Management, LLC 3.06% Add +1.1% 91,878 $16.7M
Capital Investment Advisory Services, LLC 1.36% Reduce -2.0% 91,163 $16.6M
Sageworth Trust Co 0.91% Add +1.8% 90,713 $16.5M
Renaissance Technologies 0.02% New 89,400 $16.2M
CSS LLC 3.01% Reduce -10.2% 88,932 $16.2M
Ballast, Inc. 4.22% Add +6.1% 88,603 $16.1M
First Foundation Advisors 0.60% Add +12.0% 88,482 $16.1M
Port Capital LLC 0.68% Add +0.4% 87,951 $16.0M
Sard Wealth Management Group, LLC 9.84% Add +1.3% 87,811 $16.0M
Atlas Wealth LLC 7.88% Reduce -36.3% 86,736 $15.9M
Franklin Resources Inc. 0.00% Add +5.9% 87,633 $15.9M
Ieq Capital, LLC 0.10% Add +7.1% 87,554 $15.9M
Peak Financial Management, Inc. 4.50% Add +5.1% 87,106 $15.8M
Prasad Wealth Partners, LLC 4.63% Add +91.9% 86,970 $15.8M
Kirtland Hills Capital Management, LLC 7.28% Add +3.8% 86,921 $15.8M
CX Institutional 0.55% No change 86,883 $15.8M
Flputnam Investment Management Co. 0.27% Add +3.6% 86,020 $15.6M
Essex Financial Services, Inc. 1.02% Add +0.4% 85,874 $15.6M
AlphaCore Capital LLC 0.59% Reduce -0.4% 85,503 $15.5M
Dumont & Blake Investment Advisors LLC 4.05% Reduce -8.9% 85,430 $15.5M
Pinnacle Wealth Management Advisory Group, LLC 1.29% Add +1.0% 85,245 $15.5M
Greenberg Financial Group 5.77% Add +0.3% 72,370 $15.4M
Advisor Resource Council 7.48% Reduce -18.2% 83,826 $15.2M
Forge Financial Services LLC 11.23% Add +3.4% 82,170 $15.0M
Black Swift Group, LLC 3.01% Reduce -49.9% 81,880 $14.9M
Concurrent Investment Advisors, LLC 0.29% Add +14.2% 81,721 $14.9M
Yelin Lapidot Holdings Management Ltd. 2.71% Reduce -16.4% 81,510 $14.8M
CoreCap Advisors, LLC 0.60% Add +3.9% 81,504 $14.8M
Quest Investment Management LLC 1.62% Reduce -38.9% 81,157 $14.7M
Jane Street Group, LLC 0.02% Reduce -93.5% 80,887 $14.7M
Evernest Financial Advisors, LLC 4.71% Add +4.2% 80,039 $14.5M
Granby Capital Management, LLC 8.12% No change 80,000 $14.5M
Tudor Investment Corporation 0.11% Add +5.5% 79,996 $14.5M
Crews Bank & Trust 2.28% Add +4.9% 79,594 $14.5M
Vestmark Advisory Solutions, Inc. 0.21% New 79,042 $14.4M
DAVENPORT & Co LLC 0.08% Add +2.4% 78,972 $14.4M
ADG Wealth Management Group, LLC 12.20% Add +0.4% 78,860 $14.3M
Parkside Investments, LLC 1.94% Add +15.2% 78,594 $14.3M
Stratos Wealth Advisors, LLC 0.75% Add +10.4% 78,121 $14.2M
Ethos Financial Group, LLC 1.23% Add +12.7% 78,101 $14.2M
Cidel Asset Management Inc. 0.85% No change 78,090 $14.2M
Muirfield Wealth Advisors LLC 11.20% Add +0.1% 77,412 $14.1M
Stephens Inc. 0.19% Add +4.7% 77,182 $14.0M
Archer Investment Corp 3.34% Add +1.9% 76,902 $14.0M
RedJay Asset Management Inc. 3.24% No change 76,100 $13.8M
Kopp Family Office, LLC 8.87% Add +306.0% 75,435 $13.7M
Gladstone Institutional Advisory LLC 0.56% Reduce -10.9% 74,910 $13.6M
Round Rock Advisors LLC 2.35% Add +3.4% 74,883 $13.6M
Matthew Goff Investment Advisor, LLC 2.50% Reduce -31.6% 74,351 $13.5M
Valley Wealth Managers, Inc. 0.97% Reduce -49.9% 74,027 $13.5M
Park Place Capital Corp 3.05% Add +8.6% 72,839 $13.4M
Caldwell Trust Co 1.33% Add +0.1% 73,116 $13.3M
Pathstone Holdings, LLC 0.05% Reduce -19.4% 80,547 $13.2M
Second Line Capital, LLC 3.07% Add +6.3% 72,588 $13.2M
Perigon Wealth Management, LLC 0.31% Reduce -4.2% 72,278 $13.1M
Davidson Kahn Capital Management, LLC 8.41% Add +12.2% 72,064 $13.1M
Bleakley Financial Group, LLC 0.33% Add +2.9% 71,865 $13.1M
Tandem Wealth Advisors LLC 6.46% Add +18.0% 71,863 $13.1M
Cornerstone Wealth Group, LLC 0.98% Reduce -12.6% 71,705 $13.0M
Pine Ridge Advisers LLC 0.83% Add +574.3% 71,640 $13.0M
Focused Wealth Management, Inc 1.57% Add +0.4% 70,785 $12.9M
Bradley Foster & Sargent Inc. 0.20% Add +1.6% 70,307 $12.8M
Basso Capital Management, L.P. 9.44% Add +0.0% 70,087 $12.7M
Royal Fund Management, LLC 1.36% Reduce -5.5% 70,006 $12.7M
Inlight Wealth Management, LLC 6.56% Add +9.3% 69,709 $12.7M
Choate Investment Advisors 0.27% Reduce -12.5% 69,564 $12.6M
Harbor Investment Advisory, LLC 1.12% Add +6.0% 69,228 $12.6M
Cadent Capital Advisors, LLC 4.08% Reduce -21.7% 68,668 $12.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.75% Add +4.1% 68,500 $12.4M
Wealth Advisory Solutions, LLC 3.15% No change 68,366 $12.4M
Johnson Investment Counsel Inc. 0.11% Add +0.5% 68,122 $12.4M
Sterling Manor Financial, LLC 8.25% Add +3.3% 68,089 $12.4M
Capital Investment Advisors, LLC 0.21% Add +8.4% 66,563 $12.1M
Sykon Capital LLC 4.37% New 65,860 $12.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Reduce -10.3% 65,801 $11.9M
Ausdal Financial Partners, Inc. 0.79% Reduce -30.6% 64,963 $11.8M
Winthrop Capital Management, LLC 2.97% Reduce -1.4% 64,657 $11.8M
L. Roy Papp & Associates, LLP 1.39% Add +1.9% 64,600 $11.7M
Integrated Advisors Network LLC 0.53% Add +74.6% 64,360 $11.7M
Luken Investment Analytics, LLC 5.10% Add +3.9% 64,050 $11.6M
Quattro Financial Advisors LLC 4.10% Reduce -39.1% 63,977 $11.6M
IPG Investment Advisors LLC 2.27% Add +0.6% 63,878 $11.6M
New Insight Wealth Advisors 4.76% Reduce -4.9% 63,717 $11.6M
Benjamin Edwards Inc. 0.15% Add +1.1% 63,272 $11.5M
Moore Capital Management, LP 0.24% Reduce -18.4% 62,523 $11.4M
Lake Hills Wealth Management, LLC 6.48% Add +12.2% 62,283 $11.3M
Chemung Canal Trust Co. 2.36% New 61,873 $11.2M
Citizens Financial Group Inc. 0.18% Add +197.1% 61,649 $11.2M
Aspen Investment Management Inc 4.71% Reduce -7.4% 61,603 $11.2M
Mendota Financial Group, LLC 10.48% Reduce -11.1% 60,990 $11.1M
Spectrum Asset Management, Inc. (NB/CA) 4.81% Reduce -29.2% 60,951 $11.1M
Chicago Wealth Management, Inc. 5.28% Reduce -0.7% 60,910 $11.1M
National Philanthropic Trust 0.15% Add +45.4% 60,892 $11.1M
Carnegie Investment Counsel 0.22% Add +1.1% 60,860 $11.1M
Walled Lake Planning & Wealth Management, LLC 3.61% Add +3.8% 60,843 $11.1M
Atom Investors LP 0.98% New 60,792 $11.0M
Brown Brothers Harriman & Co. 0.07% Add +18.4% 60,758 $11.0M
Greenleaf Trust 0.10% Reduce -4.0% 60,394 $11.0M
Focus Partners Advisor Solutions, LLC 0.15% Add +77.0% 60,241 $10.9M
Blue Investment Partners LLC 3.81% Add +1.1% 59,691 $10.8M
Heritage Trust Co 1.25% Add +6.2% 59,473 $10.8M
Evercore Wealth Management, LLC 0.17% Add +3.2% 59,317 $10.8M
IHT Wealth Management, LLC 0.30% Reduce -4.7% 59,180 $10.8M
Agf Management Ltd. 0.05% Reduce -0.7% 58,910 $10.7M
Hi-Line Capital Management, LLC 3.76% Add +27.3% 58,364 $10.6M
Courage Miller Partners, LLC 3.35% Add +3.2% 58,208 $10.6M
SimpliFi, Inc. 4.62% Add +0.3% 57,626 $10.5M
Raab & Moskowitz Asset Management LLC 2.49% Reduce -2.9% 57,524 $10.5M
Signal Advisors Wealth, LLC 0.82% Add +15.9% 57,426 $10.4M
Frank, Rimerman Advisors LLC 0.70% Reduce -2.1% 56,907 $10.3M
Sigma Planning Corp 0.31% Reduce -29.2% 56,905 $10.3M
First National Bank Sioux Falls 3.79% Add +37.1% 56,843 $10.3M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +0.9% 56,623 $10.3M
Kavar Capital Partners Group, LLC 1.48% Reduce -1.4% 56,627 $10.3M
Lifestyle Asset Management, Inc. 4.78% Add +2.3% 56,389 $10.2M
LM Advisors LLC 1.32% Reduce -6.5% 56,312 $10.2M
New England Private Wealth Advisors LLC 1.49% Reduce -1.5% 54,970 $10.2M
Allworth Financial LP 0.05% Reduce -13.3% 55,988 $10.2M
J.W. Cole Advisors, Inc. 0.22% Add +65.8% 55,952 $10.2M
CreativeOne Wealth, LLC 0.27% Reduce -24.4% 55,920 $10.2M
Scotia Capital Inc. 0.05% Reduce -3.5% 55,760 $10.1M
RFP Financial Group LLC 4.17% Reduce -45.3% 55,621 $10.1M
Lake Street Private Wealth, LLC 1.44% Add +6.7% 55,226 $10.0M
CM Wealth Advisors LLC 2.95% Add +29.1% 55,148 $10.0M
WFA Asset Management Corp 5.60% Reduce -45.2% 60,345 $9.9M
Atlas Legacy Advisors, LLC 2.18% Add +19.9% 54,382 $9.9M
Ruggaard & Associates LLC 3.97% Reduce -2.4% 54,369 $9.9M
Argent Advisors, Inc. 3.06% Add +1.1% 54,326 $9.9M
Clarus Group, Inc. 3.62% Add +0.6% 54,259 $9.9M
Acima Private Wealth, LLC 3.36% Add +4.6% 54,177 $9.8M
Ssa Swiss Advisors AG 4.74% Reduce -12.9% 52,680 $9.8M
Barings LLC 0.23% New 53,853 $9.8M
EP Wealth Advisors, LLC 0.06% Add +98.0% 53,219 $9.7M
Jacksonville Wealth Management, LLC 7.74% Add +11.6% 53,004 $9.6M
Cabot Wealth Management Inc. 1.14% Add +3.9% 52,734 $9.6M
Strategic Family Wealth Counselors, L.L.C. 2.72% Reduce -2.5% 52,601 $9.6M
HM Payson & Co. 0.15% Reduce -55.1% 52,307 $9.5M
Harbour Investments, Inc. 0.24% Add +3.1% 51,830 $9.4M
ZWJ Investment Counsel Inc. 0.35% Add +4.3% 51,508 $9.4M
Modera Wealth Management, LLC 0.11% Add +0.0% 50,821 $9.2M
Harel Insurance Investments & Financial Services Ltd. 0.11% Reduce -29.6% 50,689 $9.2M
Hancock Whitney Corp. 0.17% Add +8.9% 50,399 $9.2M
Burke & Herbert Bank & Trust Co. 2.05% Add +2.6% 50,268 $9.1M
Dorsey & Whitney Trust CO LLC 0.48% Add +1.7% 50,113 $9.1M
Blue Bell Private Wealth Management, LLC 1.52% Reduce -0.2% 50,053 $9.1M
III Capital Management 1.82% New 50,000 $9.1M
Quantinno Capital Management LP 0.04% Add +2.7% 49,942 $9.1M
Oppenheimer & Co. Inc. 0.12% Reduce -2.4% 49,917 $9.1M
AQR Capital Management 0.01% Add +20.2% 49,875 $9.1M
VestGen Advisors, LLC 0.36% Add +9.8% 49,564 $9.0M
Global Retirement Partners, LLC 0.22% — 49,510 $9.0M
LWM Advisory Services, LLC 6.20% Add +0.7% 49,466 $9.0M
Stonegate Investment Group, LLC 0.23% Add +744.1% 49,303 $9.0M
Ssi Investment Management LLC 3.61% Reduce -4.5% 49,302 $9.0M
Parallel Advisors, LLC 0.18% Reduce -23.7% 49,074 $8.9M
DeDora Capital, Inc. 2.32% Reduce -1.4% 48,997 $8.9M
SG Americas Securities, LLC 0.04% Reduce -36.2% 48,894 $8.9M
Kestra Private Wealth Services, LLC 0.13% Add +11.0% 48,587 $8.8M
Shepherd Financial Partners LLC 0.93% Reduce -23.8% 48,286 $8.8M
Graham Capital Management, L.P. 0.27% Reduce -7.5% 48,100 $8.7M
Private Wealth Group, LLC 4.65% Reduce -3.7% 48,060 $8.7M
Moss Adams Wealth Advisors LLC 0.79% Reduce -0.3% 48,000 $8.7M
Leavell Investment Management, Inc. 0.39% Reduce -29.2% 47,984 $8.7M
First Financial Bank - Trust Division 0.77% Add +0.8% 47,973 $8.7M
Redmont Wealth Advisors LLC 12.71% Add +6.5% 47,673 $8.7M
Pallas Capital Advisors LLC 0.33% Reduce -1.5% 47,582 $8.6M
Insigneo Advisory Services, LLC 0.74% Add +6.8% 47,419 $8.6M
Private Client Services, LLC 3.35% Reduce -1.5% 47,331 $8.6M
LYNX Capital Group Ltd. 4.13% Add +7.4% 47,060 $8.6M
MTC Wealth Management LLC 4.11% Reduce -2.4% 47,048 $8.6M
Peddock Capital Advisors, LLC 1.97% Add +2.0% 46,837 $8.5M
Alexis Investment Partners, LLC 3.66% Reduce -2.2% 46,972 $8.5M
Fifth Third Bancorp 0.03% Add +26.7% 46,742 $8.5M
Fortress Financial Group, LLC 7.18% Add +15.0% 46,648 $8.5M
Blueprint Investment Partners LLC 1.49% New 46,220 $8.4M
Stelac Advisory Services LLC 3.19% No change 46,152 $8.4M
Quad-Cities Investment Group, LLC 3.81% Add +2.3% 46,049 $8.4M
Norris Perne & French LLP 0.58% Add +15.8% 46,040 $8.4M
Susquehanna International Group, LLP 0.01% Add +4.1% 46,034 $8.4M
Retirement Financial Solutions, LLC 2.94% Add +27.8% 46,012 $8.4M
Castlekeep Investment Advisors LLC 4.07% Add +59.2% 45,722 $8.3M
Guidance Capital, Inc. 2.37% Add +11.5% 45,725 $8.3M
Prism Advisors, Inc. 2.36% Reduce -29.2% 45,671 $8.3M
Richard W. Paul & Associates, LLC 2.98% Add +2.9% 45,386 $8.2M
Firestone Capital Management 1.91% New 44,701 $8.1M
Thrivent Financial for Lutherans 0.02% Add +214.1% 44,360 $8.1M
Fortis Group Advisors, LLC 1.46% Reduce -50.4% 43,786 $8.0M
Blueprint Financial Advisors LLC 2.57% New 44,196 $8.0M
E&G Advisors, LLC 2.08% Add +0.3% 44,175 $8.0M
Bryn Mawr Trust Advisors, LLC 0.44% Add +56.8% 43,882 $8.0M
Allegheny Financial Group 1.76% Add +127.7% 43,623 $7.9M
TigerOak Management, L.L.C. 2.72% Add +7.8% 43,611 $7.9M
NewEdge Wealth, LLC 0.12% Reduce -11.9% 43,302 $7.9M
Rwa Wealth Partners, LLC 0.10% Add +4.7% 43,292 $7.9M
Koshinski Asset Management, Inc. 0.59% Add +3.2% 43,078 $7.8M
RVW Wealth, LLC 0.66% Reduce -0.8% 42,874 $7.8M
SeaBridge Investment Advisors LLC 1.44% Add +156.1% 42,717 $7.8M
Level Four Advisory Services, LLC 0.28% Reduce -34.9% 42,546 $7.7M
Prairie Sky Financial Group LLC 4.21% Add +0.1% 42,134 $7.7M
Rothschild Investment LLC 0.48% Add +5.2% 41,952 $7.6M
United Capital Financial Advisors, LLC 0.06% Reduce -3.4% 41,885 $7.6M
Atwood & Palmer Inc. 0.48% Reduce -0.1% 41,840 $7.6M
Parsons Capital Management Inc. 0.47% Reduce -3.0% 41,695 $7.6M
Marshall & Sterling Wealth Advisors Inc. 5.09% Add +2.5% 41,492 $7.5M
Dynamic Advisor Solutions LLC 0.23% Reduce -6.3% 40,682 $7.4M
Amplius Wealth Advisors, LLC 0.68% Reduce -3.7% 40,400 $7.3M
First United Bank & Trust 2.56% Reduce -4.2% 40,388 $7.3M
Lakeshore Financial Planning, Inc. 2.95% Reduce -1.1% 40,351 $7.3M
Cullen/Frost Bankers, Inc. 0.09% Reduce -8.1% 40,305 $7.3M
Lantern Wealth Advisors, LLC 4.34% — 40,091 $7.3M
Ancora Advisors LLC 0.15% Reduce -2.0% 39,905 $7.3M
Herold Advisors, Inc. 1.51% Add +0.7% 39,696 $7.2M
Navalign, LLC 1.99% Add +2.9% 39,682 $7.2M
Prospera Financial Services Inc 0.13% Add +10.0% 39,350 $7.2M
Bcwm, LLC 2.27% Add +7.8% 39,307 $7.1M
New England Asset Management Inc. 1.16% No change 39,190 $7.1M
Independent Financial Group, LLC 0.20% Add +16.8% 39,167 $7.1M
Foundations Investment Advisors, LLC 0.11% Add +66.0% 39,084 $7.1M
Founders Financial Securities LLC 0.54% Add +9.6% 39,017 $7.1M
Simplex Trading, LLC 0.19% New 38,899 $7.1M
Intrepid Financial Planning Group LLC 2.96% Reduce -1.2% 38,766 $7.0M
BostonPremier Wealth LLC 3.89% Reduce -0.1% 38,630 $7.0M
Haverford Trust Co 0.07% Reduce -5.6% 38,539 $7.0M
Curbstone Financial Management Corp 1.43% Reduce -1.4% 38,233 $6.9M
First Washington CORP 2.24% Add +33.5% 38,227 $6.9M
Retirement Income Solutions, Inc. 1.27% Add +6.5% 37,981 $6.9M
Well Done, LLC 1.28% Reduce -9.7% 37,528 $6.8M
SCS Capital Management LLC 0.08% Reduce -3.8% 37,432 $6.8M
NDWM LLC 4.90% Reduce -0.0% 36,820 $6.7M
Johnson Bixby & Associates, LLC 0.91% Reduce -2.1% 36,472 $6.6M
CapWealth Advisors, LLC 0.65% Add +4.9% 36,453 $6.6M
Instrumental Wealth, LLC 5.27% Add +3.3% 36,375 $6.6M
Partnership Wealth Management, LLC 5.34% Add +0.0% 36,313 $6.6M
Magnus Financial Group LLC 0.58% Reduce -4.8% 36,292 $6.6M
Birchcreek Wealth Management, LLC 3.68% Add +7.0% 35,772 $6.5M
HT Partners LLC 1.98% Add +1122.1% 35,721 $6.5M
Hilltop National Bank 1.68% — 35,374 $6.4M
Commerce Bank 0.04% Add +96.7% 34,890 $6.3M
IFG Advisors, LLC 1.05% Add +0.2% 34,370 $6.2M
Fire Capital Management LLC 3.96% Add +28.5% 34,353 $6.2M
WealthShield Partners, LLC 0.75% Reduce -3.0% 34,220 $6.2M
Modus Advisors, LLC 1.85% Add +1.1% 34,194 $6.2M
Confluence Wealth Services, Inc. 0.34% Reduce -1.0% 34,190 $6.2M
Fca Corp. 1.86% Add +0.1% 34,169 $6.2M
Turim 21 Investimentos Ltda. 1.21% Reduce -75.7% 34,158 $6.2M
Sagace Wealth Management LLC 4.62% Reduce -8.4% 34,021 $6.2M
Nations Financial Group Inc, /Ia/ 0.42% Add +20.8% 33,941 $6.2M
GC Wealth Management RIA, LLC 0.50% Reduce -16.6% 33,788 $6.1M
Northern Trust Corp. 0.00% Add +2.5% 33,779 $6.1M
Modern Wealth Management, LLC 0.15% Add +4.3% 33,590 $6.1M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -95.4% 33,425 $6.1M
Visionary Horizons, LLC 3.84% Add +21.3% 33,388 $6.1M
Bessemer Group Inc. 0.01% Reduce -15.5% 33,364 $6.1M
Tocqueville Asset Management L.P. 0.09% Reduce -13.7% 33,300 $6.1M
McHugh Group, LLC 4.07% Reduce -1.2% 33,094 $6.0M
Ironwood Financial, llc 1.29% No change 34,676 $6.0M
Precedent Wealth Partners, LLC 1.47% Add +20.9% 32,968 $6.0M
Northeast Financial Consultants Inc 0.24% Add +9.7% 32,840 $6.0M
Baring Financial LLC 4.45% Add +7.7% 32,805 $6.0M
Eldridge Investment Advisors, Inc. 1.24% Reduce -2.7% 32,749 $6.0M
Gateway Wealth Partners, LLC 1.12% Reduce -0.9% 32,544 $5.9M
Garden State Investment Advisory Services LLC 1.59% Reduce -15.7% 32,315 $5.9M
Talon Private Wealth, LLC 0.81% Reduce -2.2% 32,369 $5.9M
CMG Global Holdings, LLC 3.09% Add +44.5% 31,432 $5.9M
Stone Summit Wealth LLC 1.81% Reduce -1.2% 32,213 $5.9M
Bulltick Wealth Management, LLC 1.44% Add +0.1% 32,201 $5.9M
Signal Tree Financial Partners LLC 5.03% Reduce -18.2% 32,154 $5.8M
Smith, Moore & Co. 0.49% Reduce -2.9% 31,923 $5.8M
Apollon Wealth Management, LLC 0.11% Reduce -13.6% 31,871 $5.8M
Floyd Financial Group LLC 5.35% Reduce -6.6% 31,245 $5.8M
Cordgrass Capital Advisors, LLC 1.56% Add +43.7% 31,765 $5.8M
PMG Wealth Management, Inc. 4.75% Reduce -0.6% 31,662 $5.8M
Fifth Third Wealth Advisors LLC 0.24% Reduce -27.9% 31,498 $5.7M
Focus Financial Network, Inc. 0.22% Add +3.0% 31,248 $5.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.78% Reduce -9.7% 31,197 $5.7M
U.S. Capital Wealth Advisors, LLC 0.17% Add +14.3% 31,171 $5.7M
Elgethun Capital Management 1.14% Add +25.3% 31,087 $5.6M
Grant Street Asset Management, Inc. 1.27% Reduce -5.5% 30,920 $5.6M
Atlantic Edge Private Wealth Management, LLC 1.54% Reduce -45.9% 30,907 $5.6M
Connecticut Wealth Management, LLC 0.27% Reduce -1.1% 30,738 $5.6M
Inkwell Capital LLC 5.98% Reduce -0.6% 30,643 $5.6M
General American Investors Co. Inc. 0.37% No change 30,611 $5.6M
Flagship Harbor Advisors, LLC 0.26% Add +141.2% 30,609 $5.6M
Phoenix Wealth Advisors 2.31% Add +2.5% 30,369 $5.5M
Benchmark Financial Wealth Advisors, LLC 1.82% Reduce -0.0% 30,363 $5.5M
Cypress Capital Group 0.69% Add +23.2% 30,285 $5.5M
Cherry Tree Wealth Management, LLC 1.27% Reduce -3.4% 30,063 $5.5M
Roundview Capital LLC 0.36% Reduce -2.5% 29,994 $5.5M
Cape Investment Advisory, Inc. 1.99% Add +0.5% 29,936 $5.4M
Great Diamond Partners, LLC 1.15% Add +1.1% 29,927 $5.4M
Global Wealth Management, LLC 2.96% Add +32.3% 29,238 $5.4M
CRA Financial Services, LLC 0.82% Add +0.4% 29,675 $5.4M
Vontobel Holding Ltd. 0.02% Reduce -1.2% 29,481 $5.4M
Delta Wealth Advisors LLC 4.48% Reduce -6.8% 29,455 $5.4M
Simmons Bank 0.38% Reduce -3.8% 29,362 $5.3M
Taylor & Morgan Wealth Management, LLC 3.59% Reduce -1.1% 29,288 $5.3M
Analyst IMS Investment Management Services Ltd. 0.18% Add +22.1% 29,280 $5.3M
Pinnacle Wealth Management Group, Inc. 3.05% Add +1.5% 29,272 $5.3M
Thoroughbred Financial Services, LLC 0.37% Reduce -23.7% 29,220 $5.3M
Lumbard & Kellner, LLC 2.30% Reduce -39.5% 29,088 $5.3M
FineMark National Bank & Trust 0.18% Add +23.8% 29,085 $5.3M
Financial Guidance Group, Inc. 2.55% Add +7.7% 28,899 $5.3M
Paces Ferry Wealth Advisors, LLC 2.40% Add +9.8% 28,718 $5.2M
Darrow Company, Inc. 2.63% Reduce -0.9% 28,546 $5.2M
Optima Capital LLC 2.79% Add +6.6% 28,520 $5.2M
Tranquilli Financial Advisor LLC 3.20% Add +5.3% 28,475 $5.2M
Partners Capital Investment Group, LLP 0.21% Reduce -43.4% 28,448 $5.2M
San Luis Wealth Advisors LLC 1.11% New 28,369 $5.2M
Azimuth Capital Investment Management LLC 0.19% Add +9.3% 28,285 $5.1M
Horizon Wealth Management, LLC 0.90% Reduce -3.0% 28,237 $5.1M
Abundance Wealth Counselors 0.95% Add +4.4% 27,952 $5.1M
Grange Capital, LLC 5.31% Reduce -23.0% 27,947 $5.1M
Siligmueller & Norvid Wealth Advisors LLC 1.97% Reduce -3.2% 27,689 $5.1M
Vantage Financial Partners, LLC 1.16% Add +1133.6% 27,755 $5.0M
Milestone Investment Advisors LLC 1.31% Reduce -4.5% 27,553 $5.0M
Meridian Investment Counsel Inc. 1.36% No change 27,550 $5.0M
Wealthfront Advisers LLC 0.01% Add +23.9% 27,476 $5.0M
Redhawk Wealth Advisors, Inc. 0.62% Add +1.2% 27,360 $5.0M
Marino, Stram & Associates LLC 1.00% Add +5.7% 27,304 $5.0M
BlueChip Wealth Advisors LLC 2.04% Add +9.4% 27,273 $5.0M
Calamos Wealth Management LLC 0.21% Add +1586.9% 27,092 $4.9M
Orion Capital Management LLC 1.87% Add +0.1% 27,008 $4.9M
Sage Capital Management, LLC 2.35% Reduce -1.0% 26,873 $4.9M
FSM Wealth Advisors, LLC 0.79% New 26,551 $4.9M
Advisors Preferred, LLC 0.80% Reduce -1.4% 26,497 $4.9M
World Investment Advisors 0.11% Reduce -14.8% 26,788 $4.9M
Access Financial Services, Inc. 1.82% Reduce -5.5% 26,451 $4.8M
Clear Harbor Asset Management, LLC 0.36% Add +10.2% 26,435 $4.8M
HBK Sorce Advisory LLC 0.13% Add +0.3% 26,315 $4.8M
Pettyjohn, Wood & White, Inc. 0.85% Add +2.0% 26,260 $4.8M
Market Street Wealth Management Advisors LLC 0.78% Reduce -2.5% 26,250 $4.8M
Atria Investments, Inc 0.06% Reduce -33.3% 26,234 $4.8M
GM Advisory Group, LLC 0.23% Add +22.7% 26,157 $4.8M
Graypoint LLC 0.27% Add +13.4% 26,156 $4.8M
Wakefield Asset Management LLLP 1.33% Reduce -24.7% 26,133 $4.7M
Lester Murray Antman dba SimplyRich 1.32% No change 26,084 $4.7M
Pettinga Financial Advisors LLC 1.04% Reduce -38.3% 26,067 $4.7M
SkyView Investment Advisors, LLC 0.68% Reduce -6.0% 26,034 $4.7M
Strategy Asset Managers LLC 0.88% Reduce -17.7% 25,887 $4.7M
Tactive Advisors, LLC 1.52% — 25,807 $4.7M
Balefire, LLC 1.02% New 25,753 $4.7M
Park Avenue Securities LLC 0.04% Reduce -69.0% 25,722 $4.7M
Fonville Wealth Management LLC 1.17% Add +56.4% 25,526 $4.6M
Mutual Advisors, LLC 0.12% Reduce -1.1% 24,583 $4.6M
Snowden Capital Advisors LLC 0.14% Add +0.2% 25,360 $4.6M
O'shaughnessy Asset Management, LLC 0.03% Add +3.8% 25,222 $4.6M
Birch Hill Investment Advisors LLC 0.20% Add +4.7% 25,217 $4.6M
Nwam LLC 0.27% Add +395.7% 25,145 $4.6M
Genesis Private Wealth, LLC 2.15% Add +3.7% 25,087 $4.6M
Defined Wealth Management, LLC 2.79% Reduce -0.4% 24,803 $4.5M
Cannon Advisors, Inc. 3.62% Add +0.9% 24,767 $4.5M
Prime Capital Investment Advisors, LLC 0.06% Add +5.0% 24,665 $4.5M
PFG Advisors 0.21% Reduce -14.7% 24,522 $4.5M
Bison Wealth, LLC 0.35% Add +18.7% 24,108 $4.5M
Investment Advisory Services Inc. /TX 1.48% Add +13.6% 24,451 $4.4M
Oxbow Advisors, LLC 0.49% Reduce -8.6% 24,346 $4.4M
Orion Porfolio Solutions, LLC 0.04% Reduce -50.7% 24,342 $4.4M
CHURCHILL MANAGEMENT Corp 0.05% Reduce -7.3% 24,221 $4.4M
StoneCrest Wealth Management, Inc. 2.07% Add +2.4% 23,921 $4.3M
Counterweight Ventures, LLC 2.83% Add +1.9% 23,848 $4.3M
Oliver Lagore Vanvalin Investment Group 1.70% — 25,013 $4.3M
Raffa Wealth Management, LLC 0.86% Add +0.4% 23,672 $4.3M
Caisse de depot et placement du Quebec 0.01% Reduce -99.0% 23,669 $4.3M
Madison Wealth Partners, Inc 0.94% Reduce -14.3% 23,603 $4.3M
Black Maple Capital Management LP 2.97% Reduce -21.6% 23,600 $4.3M
Cannell & Spears LLC 0.09% Reduce -1.2% 23,525 $4.3M
Evoke Wealth, LLC 0.10% Add +1.3% 23,444 $4.3M
O'ROURKE & COMPANY, Inc 1.98% Reduce -1.4% 23,361 $4.2M
Simplicity Wealth,LLC 0.18% Add +93.6% 23,320 $4.2M
Koss-Olinger Consulting, LLC 0.35% Reduce -1.2% 23,250 $4.2M
CVFG LLC 3.35% Add +5.1% 23,231 $4.2M
Fulton Breakefield Broenniman LLC 0.28% Reduce -2.3% 23,148 $4.2M
RMR Capital Management, LLC 2.99% Reduce -3.6% 23,021 $4.2M
Pinnacle Financial Partners Inc 0.09% Reduce -3.2% 22,980 $4.2M
Lunt Capital Management, Inc. 1.59% Reduce -21.7% 22,916 $4.2M
Joseph P. Lucia & Associates, LLC 1.70% Add +7.1% 22,806 $4.1M
Willis Investment Counsel 0.24% Add +61.3% 22,742 $4.1M
Beese Fulmer Investment Management, Inc. 0.31% Add +655.7% 22,619 $4.1M
Trilogy Capital Inc. 0.20% Reduce -86.3% 22,616 $4.1M
Sheets Smith Wealth Management 0.48% Reduce -41.4% 22,533 $4.1M
Wilmington Savings Fund Society, FSB 0.07% Reduce -3.8% 22,431 $4.1M
Rhumbline Advisers 0.00% Add +46.5% 22,322 $4.1M
Catalina Capital Group, LLC 2.73% Reduce -1.2% 22,291 $4.1M
Diversified Trust Co. 0.09% Reduce -1.8% 22,175 $4.0M
Gator Capital Management, LLC 1.25% Add +0.4% 22,107 $4.0M
Axiom Financial Strategies, LLC 2.24% New 22,098 $4.0M
International Assets Investment Management, LLC 0.32% Reduce -8.7% 22,095 $4.0M
Stock Yards Bank & Trust Co. 0.13% Add +8.8% 22,083 $4.0M
Roger Wittlin Investment Advisory, LLC 2.23% Reduce -15.5% 21,977 $4.0M
Steel Grove Capital Advisors, LLC 0.47% Add +7.7% 21,786 $4.0M
Excalibur Management Corp. 1.49% Reduce -1.2% 21,758 $4.0M
Kelleher Financial Advisors 1.37% Add +18.2% 21,645 $3.9M
Silver Oak Securities, Incorporated 0.33% Reduce -26.0% 21,627 $3.9M
Howland Capital Management LLC 0.16% No change 21,587 $3.9M
Meridian Financial Advisors, LLC 2.54% Add +3.7% 21,571 $3.9M
GWN Securities Inc. 0.73% Reduce -83.4% 21,502 $3.9M
Acorn Wealth Advisors, LLC 1.46% Add +11.5% 21,535 $3.9M
Patten & Patten Inc. 0.25% Add +21.3% 21,410 $3.9M
Bailard, Inc. 0.09% Reduce -60.0% 21,399 $3.9M
Maltin Wealth Management, Inc. 1.75% Add +8.3% 21,375 $3.9M
Equity Investment Corp. 0.09% Add +0.4% 21,369 $3.9M
Coastal Bridge Advisors, LLC 0.32% Add +7.6% 21,323 $3.9M
Menora Mivtachim Holdings LTD. 0.02% Add +9.1% 21,265 $3.9M
Bokf, NA 0.06% Add +2.0% 21,060 $3.8M
Hilltop Holdings Inc. 0.24% Add +4.1% 20,927 $3.8M
BlueCrest Capital Management Ltd 0.53% New 20,913 $3.8M
Trueblood Wealth Management, LLC 1.58% Add +15.8% 20,795 $3.8M
Central Pacific Bank - Trust Division 0.50% Reduce -9.1% 20,775 $3.8M
Great Valley Advisor Group, Inc. 0.08% Reduce -77.9% 20,746 $3.8M
Weil Company, Inc. 0.99% Reduce -35.7% 20,703 $3.8M
Curi Capital, LLC 0.07% Add +64.9% 20,591 $3.7M
CPC Advisors, LLC 0.47% Reduce -1.6% 20,570 $3.7M
Viawealth, LLC 2.20% Reduce -16.0% 20,506 $3.7M
Krilogy Financial LLC 0.21% Add +39.0% 20,348 $3.7M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -40.5% 20,332 $3.7M
Centaurus Financial, Inc. 0.21% Reduce -2.3% 20,254 $3.7M
Moors & Cabot, Inc. 0.17% Add +45.7% 20,155 $3.7M
Romano Brothers and Company 0.45% Add +8.8% 20,130 $3.7M
Jacobi Capital Management LLC 0.24% Reduce -1.1% 20,126 $3.7M
Carret Asset Management, LLC 0.39% Add +12.4% 20,025 $3.6M
Lockheed Martin Investment Management Co. 0.13% Reduce -81.7% 20,000 $3.6M
Sunpointe, LLC 1.44% Add +11.6% 19,981 $3.6M
Bearing Point Capital, LLC 0.67% New 19,962 $3.6M
First National Bank of Mount Dora, Trust Investment Services 0.82% No change 19,927 $3.6M
Moneta Group Investment Advisors LLC 0.04% Reduce -12.8% 19,867 $3.6M
First PREMIER Bank 0.87% Add +2.6% 19,847 $3.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.26% Reduce -1.3% 19,802 $3.6M
Gries Financial LLC 0.65% No change 19,735 $3.6M
Clear Creek Financial Management, LLC 0.34% Reduce -29.1% 19,711 $3.6M
REDW Wealth LLC 1.42% Reduce -12.3% 19,618 $3.6M
Rye Brook Capital LLC 3.71% Reduce -6.7% 19,550 $3.6M
Telos Capital Management, Inc. 0.36% Add +7.8% 19,502 $3.5M
Maripau Wealth Management LLC 1.78% Reduce -12.1% 19,331 $3.5M
Evolution Wealth Advisors, LLC 0.52% No change 19,436 $3.5M
Kelly Financial Group LLC 1.02% Reduce -43.3% 19,419 $3.5M
Mosaic Financial Group, LLC 2.70% Add +3.1% 19,392 $3.5M
Kennicott Capital Management LLC 2.00% Add +4.1% 19,329 $3.5M
Sax Wealth Advisors, LLC 0.21% Add +105.3% 19,281 $3.5M
First National Trust Co 0.13% Reduce -0.4% 19,219 $3.5M
Costello Asset Management, INC 1.31% Add +7.4% 19,138 $3.5M
Financial Enhancement Group LLC 0.50% Reduce -0.9% 18,832 $3.5M
Garner Asset Management Corp 1.61% Reduce -28.2% 19,070 $3.5M
Permanens Capital L.P. 0.47% Add +560.5% 19,069 $3.5M
Wick Capital Partners, LLC 0.90% Add +1143.9% 240,903 $3.5M
KPP Advisory Services LLC 0.57% Add +5.8% 19,035 $3.5M
Prostatis Group LLC 0.98% Reduce -31.1% 18,927 $3.4M
Baker Ellis Asset Management LLC 0.47% Reduce -1.3% 18,924 $3.4M
Highland Capital Management, LLC 0.18% Reduce -0.4% 18,772 $3.4M
Moloney Securities Asset Management, LLC 0.42% Reduce -0.7% 18,697 $3.4M
Quantbot Technologies LP 0.09% New 18,659 $3.4M
Apexium Financial, LP 0.18% Add +1.2% 18,588 $3.4M
Axxcess Wealth Management, LLC 0.08% Reduce -58.4% 18,584 $3.4M
Ironsides Asset Advisors, LLC 0.96% Add +0.0% 18,240 $3.3M
Aspiriant, LLC 0.11% Reduce -12.5% 18,223 $3.3M
WASHINGTON TRUST Co 0.12% Add +13.0% 18,206 $3.3M
Keystone Financial Group 0.30% Add +2.2% 18,187 $3.3M
Ameritas Advisory Services, LLC 0.17% Reduce -19.8% 18,161 $3.3M
YHB Investment Advisors, Inc. 0.25% Add +59.8% 18,144 $3.3M
Kingsview Wealth Management, LLC 0.06% Add +5.8% 18,137 $3.3M
Flagstar Securities, Inc. 0.91% Reduce -3.7% 18,102 $3.3M
Tidal Investments LLC 0.02% Add +37.6% 18,099 $3.3M
Merit Financial Group, LLC 0.04% Add +26.9% 18,087 $3.3M
Global Financial Private Client, LLC 1.23% Add +8.0% 18,066 $3.3M
Renasant Bank 2.18% Reduce -8.2% 17,970 $3.3M
Wellspring Financial Advisors, LLC 0.29% Reduce -6.3% 17,952 $3.3M
Creative Financial Designs Inc. 0.23% Add +15.2% 17,948 $3.3M
Tradewinds, LLC. 2.45% Add +1192.1% 17,779 $3.2M
Merkkuri Wealth Advisors LLC 2.45% Reduce -5.1% 17,779 $3.2M
Cowa, LLC 1.23% Reduce -57.8% 17,754 $3.2M
LexAurum Advisors, LLC 0.51% Add +5.8% 17,699 $3.2M
Van Hulzen Asset Management, LLC 0.27% Add +6.9% 17,639 $3.2M
Martel Wealth Advisors LLC 0.59% Reduce -3.3% 17,634 $3.2M
Legacy Private Trust Co. 0.21% Reduce -4.0% 17,625 $3.2M
Verity Asset Management, Inc. 1.53% Reduce -0.4% 17,596 $3.2M
GEM Asset Management, LLC 1.63% Add +1.6% 17,339 $3.2M
Louisbourg Investments Inc. 0.75% Add +4.0% 23,650 $3.2M
Freedom Day Solutions, LLC 0.93% Add +35.9% 17,274 $3.1M
Dana Investment Advisors, Inc. 0.10% Reduce -27.8% 17,230 $3.1M
Picton Mahoney Asset Management 0.04% Add +0.5% 17,231 $3.1M
Jordan Park Group LLC 0.20% No change 17,200 $3.1M
Mgo One Seven LLC 0.10% Add +8.2% 17,169 $3.1M
Ciovacco Capital Management LLC 1.68% Reduce -46.4% 17,016 $3.1M
Williams Jones Wealth Management, LLC. 0.04% Reduce -6.1% 16,968 $3.1M
NovaPoint Capital, LLC 0.94% Add +0.1% 16,860 $3.1M
Bouchey Financial Group, Ltd. 0.25% Reduce -0.9% 16,850 $3.1M
Brightwater Advisory LLC 2.20% Reduce -1.3% 16,799 $3.1M
Algorithmic Investment Models, LLC 2.08% Add +10.6% 16,699 $3.0M
Independent Advisor Alliance 0.09% Reduce -30.4% 16,639 $3.0M
Two Sigma Securities, LLC 0.37% New 16,615 $3.0M
Wedbush Securities Inc. 0.11% Add +8.4% 16,586 $3.0M
Sowell Financial Services LLC 0.12% Add +7.4% 16,527 $3.0M
Valmark Advisers, Inc. 0.04% Add +1.3% 16,387 $3.0M
Summit Investment Advisors, Inc. 2.45% Add +1.8% 16,366 $3.0M
Park Square Financial Group, LLC 2.13% Reduce -23.4% 16,165 $2.9M
Lanark Financial, Inc. 0.24% Reduce -0.8% 16,113 $2.9M
Keystone Global Partners, LLC 1.59% Add +38.2% 16,078 $2.9M
Delta Investment Management, LLC 0.56% Add +0.1% 15,967 $2.9M
BigSur Wealth Management LLC 0.73% Add +6.7% 15,884 $2.9M
Epiq Partners, LLC 1.53% Add +5.0% 15,874 $2.9M
Alpha Omega Wealth Management LLC 0.51% Reduce -1.8% 15,637 $2.8M
St Germain D J Co. Inc. 0.12% Reduce -1.4% 15,591 $2.8M
Voisard Asset Management Group, Inc. 0.73% Reduce -36.8% 15,535 $2.8M
Tower Research Capital LLC (TRC) 0.08% New 15,527 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -76.8% 15,460 $2.8M
WealthTrust Asset Management, LLC 2.09% Reduce -11.1% 15,376 $2.8M
Moneco Advisors, LLC 0.26% Reduce -17.8% 15,347 $2.8M
Smith Anglin Financial, LLC 0.25% Reduce -27.9% 15,271 $2.8M
Peirce Capital Management, LLC 1.23% New 15,252 $2.8M
Itau Unibanco Holding S.A. 0.11% Reduce -54.0% 15,226 $2.8M
Drexel Morgan & Co. 0.49% No change 15,215 $2.8M
Founders Financial Alliance, LLC 0.63% Add +41.2% 15,190 $2.8M
LCNB Corp. 0.97% Reduce -24.7% 15,184 $2.8M
Tandem Investment Partners LLC 2.40% Add +4.0% 15,125 $2.7M
Legacy Capital Wealth Partners, LLC 0.62% New 15,079 $2.7M
Schrum Private Wealth Management LLC 2.19% Reduce -4.2% 15,030 $2.7M
Diversify Advisory Services, LLC 0.10% Reduce -44.6% 14,713 $2.7M
Intellectus Partners, LLC 0.59% Add +10.1% 14,955 $2.7M
Keystone Wealth Services, LLC 0.65% Add +44.9% 14,858 $2.7M
AdvisorNet Financial, Inc 0.17% Add +0.2% 14,848 $2.7M
Private Trust Co. NA 0.26% Reduce -2.3% 14,840 $2.7M
Marco Investment Management LLC 0.22% Reduce -0.1% 14,718 $2.7M
American Capital Advisory, LLC 1.33% Add +23.4% 14,633 $2.7M
Meadow Creek Wealth Advisors LLC 1.79% Add +6.6% 14,584 $2.7M
Tsfg, LLC 0.48% Reduce -5.8% 14,557 $2.6M
Davis R M Inc. 0.05% Reduce -0.7% 14,556 $2.6M
Cushing Capital Partners, LLC 2.22% Add +3.9% 14,483 $2.6M
Belpointe Asset Management LLC 0.11% Reduce -13.6% 14,415 $2.6M
Smith Chas P & Associates Pa Cpas 0.15% Add +593.1% 14,403 $2.6M
Klingman & Associates, LLC 0.14% Reduce -1.7% 14,178 $2.6M
Farmers National Bank 0.68% Add +3.3% 14,166 $2.6M
Fortune Financial Advisors, LLC 2.07% Reduce -0.7% 14,140 $2.6M
Waterford Advisors, LLC 0.94% Reduce -95.1% 762 $2.5M
Charis Legacy Partners, LLC 4.19% No change 13,981 $2.5M
Soundwatch Capital LLC 0.43% Add +2.8% 14,205 $2.5M
Godshalk Welsh Capital Management, Inc. 1.56% Reduce -4.5% 13,946 $2.5M
Wingate Wealth Advisors, Inc. 2.25% Reduce -6.5% 13,931 $2.5M
Arkos Global Advisors 0.35% Reduce -5.0% 13,871 $2.5M
MJP Associates Inc. 0.37% Reduce -1.4% 13,831 $2.5M
Heritage Wealth Advisors 0.12% No change 13,798 $2.5M
Jaffetilchin Investment Partners, LLC 0.16% Add +154.2% 13,741 $2.5M
Francis Financial, Inc. 0.58% Reduce -1.5% 13,732 $2.5M
Cahill Financial Advisors Inc. 0.31% Reduce -2.7% 13,698 $2.5M
Delos Wealth Advisors, LLC 1.94% Reduce -4.4% 13,658 $2.5M
Lyell Wealth Management, LP 0.20% Reduce -24.8% 13,615 $2.5M
Wood Tarver Financial Group, LLC 0.74% Add +31.9% 13,611 $2.5M
Tranquility Partners, LLC 0.88% Reduce -2.3% 13,569 $2.5M
WealthPLAN Partners, LLC 0.40% Add +8.4% 13,546 $2.5M
Empowered Funds, LLC 0.03% Add +39.7% 13,493 $2.5M
Fiduciary Group, LLC 0.23% Reduce -8.1% 13,467 $2.4M
Cambridge Capital Management, LLC 1.31% Reduce -1.2% 13,455 $2.4M
ORG Partners LLC 0.53% Add +30.2% 13,157 $2.4M
Pacific Capital Wealth Advisors, Inc. 0.44% No change 13,103 $2.4M
Burns J W & Co. Inc. 0.29% Add +0.8% 13,224 $2.4M
Prevail Innovative Wealth Advisors, LLC 0.54% Reduce -65.3% 13,218 $2.4M
Osborne Partners Capital Management, LLC 0.13% Reduce -5.1% 13,216 $2.4M
Laraway Financial Advisors Inc 1.80% Add +0.2% 13,052 $2.4M
SlateStone Wealth, LLC 0.22% Add +3.4% 12,991 $2.4M
Chicago Partners Investment Group LLC 0.07% Add +1.1% 12,568 $2.4M
Procyon Advisors, LLC 0.22% Add +0.9% 12,917 $2.3M
Provident Wealth Management, LLC 0.77% Reduce -8.1% 12,911 $2.3M
Whittier Trust Co. 0.03% Add +23.4% 12,899 $2.3M
CoreFirst Bank & Trust 1.32% Add +2.0% 12,856 $2.3M
Twelve Points Wealth Management LLC 0.63% Reduce -2.7% 12,846 $2.3M
BCS Private Wealth Management, Inc. 0.88% — 12,803 $2.3M
Transcend Capital Advisors, LLC 0.18% Reduce -58.1% 12,799 $2.3M
First Merchants Corp. 0.09% Reduce -5.5% 12,730 $2.3M
Battery Global Advisors, LLC 1.13% Add +0.4% 12,655 $2.3M
Conservest Capital Advisors, Inc. 0.23% Reduce -3.6% 12,547 $2.3M
Verition Fund Management LLC 0.01% New 12,500 $2.3M
Welch Capital Partners LLC 0.51% No change 12,488 $2.3M
Fourth Dimension Wealth, LLC 0.96% Add +9.7% 12,476 $2.3M
Compass Wealth Management, LLC 1.21% — 12,455 $2.3M
Pension & Wealth Management Advisors, Inc. 0.76% Add +0.3% 12,421 $2.3M
Greenwich Wealth Management LLC 0.11% Reduce -0.9% 12,410 $2.3M
Meridian Wealth Management, LLC 0.10% Add +4.8% 12,403 $2.3M
Tudor Financial Inc. 1.27% Add +4.8% 12,369 $2.2M
Atria Wealth Solutions, Inc. 0.05% Reduce -85.8% 12,262 $2.2M
Triangle Securities Wealth Management 0.55% Add +7.0% 12,305 $2.2M
Riverbend Wealth Management, LLC 1.69% Reduce -5.0% 12,269 $2.2M
Integrity Alliance, Llc. 0.12% Add +413.8% 12,259 $2.2M
Monument Capital Management 0.58% Reduce -5.7% 12,246 $2.2M
Sincerus Advisory, LLC 2.09% Add +3.8% 11,846 $2.2M
BOK Financial Private Wealth, Inc. 0.15% No change 12,199 $2.2M
MTM Investment Management, LLC 0.74% Reduce -0.9% 12,176 $2.2M
First Heartland Consultants, Inc. 0.20% Add +137.6% 12,125 $2.2M
Litman Gregory Wealth Management LLC 0.17% Add +3.6% 12,086 $2.2M
Everest Private Wealth 1.58% Add +0.0% 12,084 $2.2M
Pinnacle Wealth Planning Services, Inc. 0.29% Add +7.8% 12,069 $2.2M
Mesirow Financial Investment Management, Inc. 0.04% Add +20.3% 12,059 $2.2M
BTC Capital Management, Inc. 0.18% No change 12,000 $2.2M
Fiduciary Alliance LLC 0.16% Reduce -15.3% 11,968 $2.2M
Wesbanco Bank Inc. 0.06% No change 11,965 $2.2M
Consolidated Portfolio Review Corp 0.30% Add +25.2% 11,894 $2.2M
Tiaa Trust, National Association 0.01% Add +4.1% 11,880 $2.2M
Peak Planning Group, LLC 1.37% Reduce -37.8% 11,775 $2.1M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +3.3% 11,763 $2.1M
Dodds Wealth, LLC 0.57% No change 11,758 $2.1M
BKM Wealth Management, LLC 0.83% Reduce -1.4% 11,740 $2.1M
TrueWealth Advisors, LLC 0.63% Reduce -7.0% 11,731 $2.1M
Bigelow Investment Advisors, LLC 0.93% Add +24.4% 11,668 $2.1M
KWB Wealth 0.25% Reduce -8.1% 12,060 $2.1M
Lionsbridge Wealth Management LLC 2.08% Reduce -4.2% 11,492 $2.1M
Net Worth Advisory Group 0.46% Add +117.0% 11,490 $2.1M
Asset Allocation & Management Company, LLC 0.97% No change 11,468 $2.1M
Private Advisory Group LLC 0.19% Reduce -90.4% 11,460 $2.1M
J. Goldman & Co LP 0.07% New 11,399 $2.1M
Outlook Wealth Advisors, LLC 0.53% Reduce -0.1% 11,380 $2.1M
Alpha Financial Partners LLC 1.49% Add +60.6% 11,371 $2.1M
Capital Analysts, LLC 0.07% Add +0.0% 11,363 $2.1M
Alpha Cubed Investments, LLC 0.08% Add +0.8% 11,356 $2.1M
LGL Partners, LLC 0.91% Add +14.7% 11,264 $2.1M
M&T Bank Corp 0.01% Add +62.8% 11,261 $2.0M
Deltec Asset Management LLC 0.36% No change 11,240 $2.0M
Valued Retirements, Inc. 2.30% Add +30.3% 11,235 $2.0M
Avestar Capital, LLC 0.15% Add +8.5% 11,226 $2.0M
EagleClaw Capital Managment, LLC 0.30% Add +6.5% 11,180 $2.0M
Biondo Investment Advisors, LLC 0.27% Add +3.0% 11,128 $2.0M
Patriot Investment Management Group, Inc. 0.14% Reduce -3.8% 11,125 $2.0M
TFR Capital, LLC. 0.73% Reduce -5.6% 11,120 $2.0M
Victrix Investment Advisors 0.88% Reduce -2.9% 10,919 $2.0M
Spire Wealth Management 0.07% Reduce -57.7% 10,897 $2.0M
Guyasuta Investment Advisors Inc. 0.12% Reduce -41.0% 10,896 $2.0M
Fortis Capital Advisors, LLC 0.35% Reduce -13.4% 10,889 $2.0M
Mark Sheptoff Financial Planning, LLC 1.05% Reduce -27.2% 10,832 $2.0M
NCM Capital Management, LLC 0.81% Add +2.5% 10,819 $2.0M
Fearless Solutions, LLC dba Best Invest 1.37% Add +0.3% 10,789 $2.0M
Joel Isaacson & Co., LLC 0.08% Add +37.7% 10,716 $1.9M
Principal Securities, Inc. 0.04% Reduce -54.6% 10,672 $1.9M
Afg Fiduciary Services Limited Partnership 1.25% Add +15.2% 10,544 $1.9M
Main Street Financial Solutions, LLC 0.14% Add +0.0% 10,661 $1.9M
Whittier Trust Co. of Nevada Inc. 0.04% No change 10,641 $1.9M
Marshall Financial Group, LLC 0.38% Reduce -10.6% 10,455 $1.9M
Pine Valley Investments Ltd Liability Co 0.11% Add +3.9% 10,561 $1.9M
Spinnaker Trust 0.11% Add +15.4% 10,507 $1.9M
Meridian Wealth Advisors, LLC 0.30% Add +183.5% 10,486 $1.9M
Parisi Gray Wealth Management 0.55% Add +0.3% 10,486 $1.9M
Daymark Wealth Partners, LLC 0.07% Reduce -16.4% 10,451 $1.9M
UMB Bank, n.a. 0.03% Reduce -1.0% 10,451 $1.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Reduce -24.9% 10,405 $1.9M
Advisory Research Inc. 0.29% Add +0.0% 10,394 $1.9M
Kovack Advisors, Inc. 0.18% Reduce -13.5% 10,379 $1.9M
Creekside Partners 0.90% Add +0.1% 10,375 $1.9M
Composition Wealth, LLC 0.03% Reduce -93.3% 10,359 $1.9M
Texas Capital Bank Wealth Management Services Inc 0.17% Add +1.2% 10,234 $1.9M
Milestone Asset Management Group, LLC 1.37% Add +0.9% 10,215 $1.9M
Strategic Financial Concepts, LLC 0.26% Reduce -87.6% 10,180 $1.9M
Natixis Advisors, LLC 0.00% New 10,151 $1.8M
Alexander Labrunerie & Co., Inc. 0.76% Add +23.6% 10,142 $1.8M
Ameraudi Asset Management, Inc. 0.97% Reduce -36.2% 10,131 $1.8M
Centricity Wealth Management, LLC 1.47% Add +45.0% 10,120 $1.8M
NWF Advisory Services Inc. 0.22% Add +18.9% 10,117 $1.8M
Sunbelt Securities, Inc. 0.16% Add +4.3% 10,491 $1.8M
Evergreen Capital Management LLC 0.06% Add +67.8% 10,105 $1.8M
Sowa Financial Group, Inc. 1.14% New 10,008 $1.8M
Kingswood Wealth Advisors, LLC 0.14% Add +42.3% 9,961 $1.8M
Brown Financial Advisors 0.71% Reduce -1.8% 9,940 $1.8M
Savant Capital, LLC 0.01% Add +5.9% 9,933 $1.8M
Brighton Jones LLC 0.05% Add +18.6% 9,916 $1.8M
Purkiss Capital Advisors LLC 1.00% Add +10.5% 9,905 $1.8M
Highlander Partners, L.P. 0.69% No change 9,900 $1.8M
OMNI 360 Wealth, Inc. 1.12% Add +1.4% 9,885 $1.8M
Hobbs Group Advisors, LLC 0.61% Add +708.0% 9,834 $1.8M
Greykasell Wealth Strategies, Inc. 0.86% Reduce -10.6% 9,832 $1.8M
Macroview Investment Management LLC 1.46% Add +1.8% 9,800 $1.8M
Root Financial Partners, LLC 0.17% Add +0.4% 9,793 $1.8M
Visionary Wealth Advisors 0.09% Reduce -10.0% 9,777 $1.8M
Gilbert Capital Group, Inc. 1.47% — 9,745 $1.8M
Blue Capital, Inc. 1.25% — 9,663 $1.8M
Beacon Financial Advisory LLC 0.45% Add +10.7% 9,636 $1.8M
Western Wealth Management, LLC 0.10% Reduce -10.9% 9,590 $1.7M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -45.6% 9,550 $1.7M
American Investment Services, Inc. 0.44% Reduce -1.0% 9,522 $1.7M
PFG Investments, LLC 0.10% Reduce -18.7% 9,515 $1.7M
Grove Bank & Trust 0.21% Add +0.8% 9,473 $1.7M
Manske Wealth Management 0.57% Add +1.2% 9,438 $1.7M
Tripletail Wealth Management, LLC 2.44% — 9,357 $1.7M
Mountain Pacific Investment Advisers LLC 0.12% Reduce -1.9% 9,407 $1.7M
Signaturefd, LLC 0.03% Reduce -0.6% 9,404 $1.7M
Lord & Richards Wealth Management, LLC 1.79% Add +22.0% 9,397 $1.7M
Regal Investment Advisors LLC 0.13% Reduce -33.6% 9,386 $1.7M
Allie Family Office LLC 0.84% Reduce -29.2% 9,373 $1.7M
Archer Investment Management, LLC 1.24% Reduce -31.3% 9,371 $1.7M
Country Club Bank 0.11% Reduce -3.3% 9,401 $1.7M
Moody LYNN Lieberson & Walker, LLC 0.10% Reduce -1.5% 9,329 $1.7M
AE Wealth Management LLC 0.01% Reduce -0.9% 9,259 $1.7M
Avidian Wealth Enterprises, LLC 0.07% Reduce -9.1% 9,219 $1.7M
WESPAC Advisors, LLC 1.16% Reduce -0.0% 9,163 $1.7M
Journey Strategic Wealth LLC 0.05% Reduce -26.9% 9,142 $1.7M
Atlantic Union Bankshares Corp 0.04% Add +195.7% 9,108 $1.7M
Balentine LLC 0.06% Add +821.4% 9,076 $1.6M
Verdence Capital Advisors LLC 0.11% Add +4.3% 9,060 $1.6M
Bantamac Capital, LLC 0.59% No change 9,025 $1.6M
Old National Bancorp 0.03% Reduce -2.0% 9,025 $1.6M
Sharkey, Howes & Javer 0.22% Reduce -5.2% 8,977 $1.6M
Pandora Wealth, Inc. 1.00% Reduce -1.9% 8,906 $1.6M
Rehmann Capital Advisory Group 0.10% Add +6.5% 8,895 $1.6M
Littlejohn Financial Services, Inc. 1.25% Reduce -91.2% 8,891 $1.6M
Prairiewood Capital, LLC 0.60% Reduce -0.5% 8,873 $1.6M
Abound Financial, LLC 0.71% Reduce -0.7% 8,870 $1.6M
Cypress Asset Management Inc. 0.38% Reduce -0.2% 8,777 $1.6M
Salomon & Ludwin, LLC 0.16% Add +9.4% 8,654 $1.6M
Exchange Traded Concepts, LLC 0.02% Add +14.6% 8,707 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -4.0% 8,702 $1.6M
Evelyn Partners Investment Management (Europe) Ltd 0.56% Add +2.5% 8,606 $1.6M
L2 Asset Management, LLC 0.25% New 8,561 $1.6M
Almanack Investment Partners, LLC. 0.25% New 8,500 $1.5M
AlphaStar Capital Management, LLC 0.11% Reduce -25.3% 8,483 $1.5M
Pinnacle Family Advisors, LLC 0.74% New 8,466 $1.5M
Mather Group, Llc. 0.02% Reduce -0.2% 8,420 $1.5M
Silverlake Wealth Management LLC 0.45% Add +22.8% 8,376 $1.5M
Compound Planning, Inc. 0.06% Reduce -20.9% 8,350 $1.5M
EFG Asset Management (Americas) Corp. 0.28% Add +2.9% 8,307 $1.5M
Seelaus Asset Management LLC 1.36% Reduce -4.6% 8,289 $1.5M
Axis Wealth Partners, LLC 0.99% Add +8.3% 8,286 $1.5M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -5.3% 8,273 $1.5M
Beaton Management Co. Inc. 0.73% Reduce -1.8% 8,254 $1.5M
Peregrine Asset Advisers, Inc. 0.47% No change 8,245 $1.5M
ProVise Management Group, LLC 0.12% Add +0.9% 8,227 $1.5M
Archford Capital Strategies, LLC 0.19% Reduce -14.4% 8,192 $1.5M
Blue Chip Partners, LLC 0.12% Reduce -26.8% 8,189 $1.5M
Argent Trust Co 0.06% Reduce -3.3% 8,159 $1.5M
Darwin Wealth Management, LLC 0.51% Reduce -2.1% 8,147 $1.5M
Regions Financial Corp. 0.01% Add +8.6% 8,146 $1.5M
Heritage Wealth Management, Inc. 0.48% Add +33.0% 8,078 $1.5M
Relyea Zuckerberg Hanson LLC 0.17% Add +135.0% 8,063 $1.5M
American Institute for Advanced Investment Management, LLP 1.04% Add +1.2% 8,054 $1.5M
Banque Cantonale Vaudoise 0.06% Add +4.3% 8,039 $1.5M
Trail Ridge Investment Advisors, LLC 0.70% Reduce -4.0% 7,877 $1.4M
Strathmore Capital Advisors, Inc. 0.64% — 7,830 $1.4M
Patten Group, Inc. 0.31% Add +3.0% 7,956 $1.4M
Second Half Financial Partners, LLC 0.68% Add +18.9% 7,949 $1.4M
Independence Bank of Kentucky 0.20% Reduce -8.9% 7,921 $1.4M
Quadcap Wealth Management, LLC 0.18% Reduce -0.2% 7,917 $1.4M
Hollencrest Capital Management 0.06% Add +7.2% 7,850 $1.4M
ARK & TLK Investments, LLC 0.46% Add +0.2% 7,829 $1.4M
Global Assets Advisory, LLC 0.55% Reduce -61.9% 7,702 $1.4M
K2 Financial Inc. 1.24% Reduce -3.0% 7,724 $1.4M
Aprio Wealth Management, LLC 0.16% Reduce -2.2% 7,723 $1.4M
Dupree Financial Group, LLC 0.55% Reduce -3.0% 7,720 $1.4M
YANKCOM Partnership 0.68% No change 7,700 $1.4M
Marks Group Wealth Management, Inc 0.13% Reduce -29.7% 7,692 $1.4M
Ardent Capital Management, Inc. 0.67% No change 7,655 $1.4M
Inscription Capital, LLC 0.20% Add +40.6% 7,647 $1.4M
Samalin Investment Counsel, LLC 0.53% Add +1.6% 7,597 $1.4M
Keebeck Wealth Management 0.18% No change 7,591 $1.4M
Bawa N Mallick Trust 0.56% No change 7,504 $1.4M
Capital Management Associates 2.22% No change 7,500 $1.4M
New Wave Wealth Advisors LLC 0.58% Reduce -5.3% 7,474 $1.4M
Trust Co. of Toledo NA 0.15% Add +3.3% 7,473 $1.4M
Topsail Wealth Management, LLC 0.25% Add +1.0% 7,471 $1.4M
Evermay Wealth Management LLC 0.17% Reduce -10.1% 7,461 $1.4M
Banque Pictet & Cie SA 0.01% No change 7,425 $1.3M
Circle Wealth Management, LLC 0.03% No change 7,409 $1.3M
Hartford Financial Management Inc. 0.37% Reduce -2.3% 7,394 $1.3M
Wellington Shields Capital Management, LLC 0.23% No change 7,350 $1.3M
Montag & Caldwell, LLC 0.29% No change 7,315 $1.3M
Capstone Investment Advisors, LLC 0.01% Reduce -90.1% 7,265 $1.3M
Ocean Park Asset Management, LLC 0.05% No change 7,600 $1.3M
Brendel Financial Advisors LLC 0.73% Add +257.2% 7,198 $1.3M
Rockbridge Investment Management, LCC 0.14% No change 7,184 $1.3M
Per Stirling Capital Management, LLC. 0.17% Reduce -8.7% 7,121 $1.3M
Calton & Associates, Inc. 0.22% Add +40.0% 7,120 $1.3M
Cardiff Park Advisors, LLC 0.11% Add +32.5% 7,074 $1.3M
LOM Asset Management Ltd 0.43% — 7,040 $1.3M
Alliance Wealth Management Group 0.32% No change 6,989 $1.3M
Towercrest Capital Management 0.23% No change 6,989 $1.3M
Spreng Capital Management, Inc. 0.54% Reduce -2.2% 6,949 $1.3M
Vertex Planning Partners, LLC 0.26% Reduce -4.0% 6,947 $1.3M
Madden Advisory Services, Inc. 0.54% Add +2.5% 6,921 $1.3M
Midwest Trust Co 0.02% — 6,914 $1.3M
Onyx Bridge Wealth Group LLC 0.17% Add +47.1% 6,902 $1.3M
Alterna Wealth Management, Inc. 1.00% Reduce -57.0% 6,898 $1.3M
Good Life Advisors, LLC 0.08% Add +5.9% 6,872 $1.2M
Rossmore Private Capital 0.15% Reduce -8.7% 6,867 $1.2M
Magnolia Capital Advisors LLC 0.31% Reduce -20.5% 6,859 $1.2M
RDA Financial Network 0.34% Reduce -12.2% 6,844 $1.2M
Prepared Retirement Institute LLC 0.73% Reduce -6.3% 6,836 $1.2M
360 Financial, Inc. 0.39% Add +0.1% 6,830 $1.2M
Bridges Investment Management Inc. 0.02% Add +17.0% 6,809 $1.2M
Strategic Wealth Partners, Ltd. 0.10% — 6,790 $1.2M
Roman Butler Fullerton & Co. 0.36% Add +7.7% 6,504 $1.2M
JGP Wealth Management, LLC 0.15% Reduce -5.2% 6,715 $1.2M
SageView Advisory Group, LLC 0.05% Reduce -13.3% 6,534 $1.2M
Avant Capital LLC 0.95% Reduce -9.9% 6,704 $1.2M
Easterly Investment Partners LLC 0.09% New 6,700 $1.2M
Mascagni Wealth Management, Inc. 1.04% Add +0.8% 6,687 $1.2M
Hickory Asset Management, Inc. 1.00% Reduce -0.6% 6,685 $1.2M
Covenant Asset Management, LLC 0.25% Add +5.5% 6,650 $1.2M
Barrett & Company, Inc. 0.45% Add +0.0% 6,632 $1.2M
Madison Park Capital Advisors, LLC 1.01% Reduce -0.3% 6,614 $1.2M
Sagespring Wealth Partners, LLC 0.03% Add +46.9% 6,599 $1.2M
Syverson Strege & Co 0.28% No change 6,597 $1.2M
Lathrop Investment Management Co. 0.23% Add +9.6% 6,563 $1.2M
Financial Advisory Corp 0.18% No change 6,504 $1.2M
Professional Advisory Services Inc. 0.15% Add +29.1% 6,505 $1.2M
Insight Advisors, LLC/ PA 0.19% Add +0.0% 6,497 $1.2M
Provenance Wealth Advisors, LLC 0.17% Add +4.7% 6,493 $1.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.26% Reduce -2.0% 6,463 $1.2M
West Oak Capital, LLC 0.59% Reduce -0.6% 6,455 $1.2M
Stephens Consulting, LLC 0.28% No change 6,413 $1.2M
Waddell & Associates, LLC 0.12% New 6,408 $1.2M
Carrera Capital Advisors 0.23% Reduce -10.6% 6,387 $1.2M
Am Investment Strategies LLC 0.27% Add +1.5% 6,325 $1.1M
Davies Financial Advisors, Inc. 0.89% Reduce -0.0% 6,316 $1.1M
Diligent Investors, LLC 0.27% Reduce -15.8% 6,312 $1.1M
KCM Investment Advisors LLC 0.04% Reduce -2.6% 6,281 $1.1M
Coordinated Financial Services, Inc. 0.80% — 6,279 $1.1M
Boothe Investment Group, Inc. 0.43% Reduce -9.6% 6,278 $1.1M
Florida Financial Advisors, LLC 0.28% Add +136.1% 6,259 $1.1M
HHM Wealth Advisors, LLC 0.14% No change 6,253 $1.1M
Violich Capital Management, Inc. 0.16% No change 6,250 $1.1M
EverSource Wealth Advisors, LLC 0.05% Add +12.8% 6,238 $1.1M
Opulen Financial Group LLC 0.93% Add +0.8% 6,205 $1.1M
SummitTX Capital, L.P. 0.05% Reduce -76.9% 6,202 $1.1M
Jmac Enterprises LLC 0.24% Add +24.0% 6,201 $1.1M
Flagship Private Wealth, LLC 0.48% Reduce -0.3% 6,192 $1.1M
Legacy PCG, LLC 0.72% Reduce -55.9% 6,150 $1.1M
Grantvest Financial Group LLC 0.83% Reduce -12.5% 6,139 $1.1M
Obermeyer Wealth Partners 0.06% Add +9.0% 6,119 $1.1M
Intellus Advisors LLC 0.17% Add +2.3% 6,104 $1.1M
Sentry LLC 0.22% No change 6,098 $1.1M
Perkins Coie Trust Co 0.19% No change 6,083 $1.1M
Colorado Capital Management, Inc. 0.47% No change 6,074 $1.1M
Seaview Investment Managers LLC 0.23% Reduce -89.2% 6,059 $1.1M
Legacy Wealth Management, LLC / MS 0.33% Reduce -14.3% 6,052 $1.1M
North Star Investment Management Corp. 0.08% Reduce -0.6% 6,050 $1.1M
Sandbox Financial Partners, LLC 0.35% Reduce -13.0% 6,034 $1.1M
JFS Wealth Advisors, LLC 0.07% No change 6,034 $1.1M
Edgestream Partners, L.P. 0.03% Reduce -3.2% 6,027 $1.1M
1832 Asset Management L.P. 0.00% No change 6,020 $1.1M
Natixis 0.01% Reduce -5.1% 6,018 $1.1M
Collective Family Office LLC 0.28% Reduce -47.5% 6,012 $1.1M
Aries Wealth Management 0.29% Reduce -16.1% 6,008 $1.1M
Principal Financial Group Inc. 0.00% Reduce -2.1% 6,001 $1.1M
SteelPeak Wealth, LLC 0.04% Reduce -2.0% 5,989 $1.1M
Cornerstone Wealth Management, LLC 0.07% Reduce -2.9% 5,981 $1.1M
Retirement Investment Advisors, Inc. 0.10% Reduce -8.5% 5,980 $1.1M
Private Wealth Asset Management, LLC 0.14% Reduce -35.6% 5,979 $1.1M
Berkshire Asset Management LLC 0.05% Add +0.1% 5,961 $1.1M
Arrowroot Family Office, LLC 0.49% — 5,961 $1.1M
Mosaic Family Wealth Partners, LLC 0.14% Add +3.1% 5,957 $1.1M
Compass Capital Corp. /Ma/ 0.51% Add +0.1% 5,888 $1.1M
Cambridge Advisors Inc. 0.23% No change 5,953 $1.1M
Headlands Technologies LLC 0.13% New 5,948 $1.1M
MN Wealth Advisors, LLC 0.63% Reduce -20.7% 5,943 $1.1M
Hassell Wealth Management, LLC 0.39% Add +0.1% 5,755 $1.1M
Perennial Investment Advisors, LLC 0.10% Add +0.9% 5,929 $1.1M
Baldwin Investment Management, LLC 0.13% Reduce -0.6% 5,918 $1.1M
Oliver Luxxe Assets LLC 0.19% Add +18.7% 5,917 $1.1M
American Financial Advisors, LLC 0.15% Add +4.5% 5,912 $1.1M
Yarger Wealth Strategies, LLC 0.56% Add +0.4% 5,888 $1.1M
JMG Financial Group, Ltd. 0.03% No change 5,877 $1.1M
Ritholtz Wealth Management 0.02% Add +70.4% 5,846 $1.1M
Bluefin Capital Management, LLC 0.84% New 5,837 $1.1M
D.B. Root & Company, LLC 0.31% Add +26.5% 5,834 $1.1M
HUB Investment Partners, LLC 0.04% Add +76.2% 5,830 $1.1M
Burling Wealth Partners, LLC 0.20% Add +0.8% 5,827 $1.1M
Leigh Baldwin & Co., LLC 0.70% Reduce -19.4% 5,823 $1.1M
PKS Advisory Services, LLC 0.26% Reduce -4.8% 5,803 $1.1M
Becker Capital Management Inc. 0.03% Reduce -2.9% 5,785 $1.1M
Howard Capital Management Group, LLC 0.07% No change 5,767 $1.0M
Silvercrest Asset Management Group LLC 0.01% Add +53.5% 5,756 $1.0M
Chemistry Wealth Management LLC 0.22% No change 5,755 $1.0M
Optimum Investment Advisors 0.45% Reduce -5.6% 5,749 $1.0M
GeoWealth Management, LLC 0.04% Reduce -42.3% 5,724 $1.0M
Rooted Wealth Advisors, Inc. 0.36% Add +12.6% 5,639 $1.0M
HBW Advisory Services LLC 0.13% Reduce -0.1% 5,720 $1.0M
Pictet North America Advisors SA 0.10% No change 5,690 $1.0M
Radnor Capital Management, LLC 0.16% Add +19.5% 5,678 $1.0M
Up Strategic Wealth Investment Advisors LLC 0.80% No change 5,667 $1.0M
Retirement Planning Group, LLC 0.04% Reduce -3.6% 5,657 $1.0M
Del-Sette Capital Management, LLC 0.71% Reduce -88.8% 5,650 $1.0M
Capitol Family Office, Inc. 1.33% Reduce -5.5% 5,614 $1.0M
Prosperity Wealth Management, Inc. 0.38% Add +5.5% 5,611 $1.0M
Assetmark, Inc. 0.00% Add +54.4% 5,583 $1.0M
Autumn Glory Partners, LLC 0.47% No change 5,579 $1.0M
Axecap Investments, LLC 0.66% New 5,547 $1.0M
Forum Financial Management, LP 0.02% Add +1.4% 5,545 $1.0M
Mattson Financial Services, LLC 0.27% Reduce -5.0% 5,541 $1.0M
Abbot Financial Management, Inc. 0.46% Add +40.6% 5,513 $1.0M
McCarter Private Wealth Services LLC 0.57% Add +33.6% 5,509 $1.0M
Black Diamond Financial, LLC 0.16% Reduce -87.8% 5,505 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Add +1.2% 5,502 $1.0M
IFG Advisory, LLC 0.05% Add +1.9% 5,499 $999K
Disciplined Investors, L.L.C. 0.77% Reduce -8.2% 5,467 $994K
Legacy Financial Strategies, LLC 0.19% No change 5,430 $987K
Correct Capital Wealth Management 0.19% No change 5,419 $985K
Wolverine Trading, LLC 0.03% Reduce -94.7% 5,440 $984K
Nvwm, LLC 0.24% No change 5,407 $983K
Quadrant Capital Group LLC 0.04% Add +2263.6% 5,389 $979K
Ascentis Independent Advisors 0.18% Reduce -69.8% 5,388 $979K
Tilia Fiduciary Partners, Inc. 0.60% Reduce -1.0% 5,382 $978K
Advisors Management Group Inc. 0.18% Add +21.6% 5,383 $978K
Culbertson A N & Co. Inc. 0.15% Add +5.2% 5,381 $978K
Financial Advocates Investment Management 0.08% Reduce -88.6% 5,365 $975K
Summit Wealth Partners, LLC 0.19% Add +2.2% 5,365 $975K
Investment House LLC 0.05% Reduce -59.3% 5,362 $974K
Bay Capital Advisors, LLC 0.74% Add +0.9% 5,361 $974K
MGB Wealth Management, LLC 0.32% Reduce -3.3% 5,345 $971K
Cascade Financial Partners, LLC 0.12% Add +2.4% 5,279 $959K
TFB Advisors LLC 0.25% Add +4.1% 5,253 $955K
Greenfield Savings Bank 0.43% Reduce -2.7% 5,220 $949K
Woodard & Co. Asset Management Group Inc. 0.17% Reduce -0.4% 5,218 $948K
Harbor Advisory Corp. 0.30% No change 5,205 $946K
Wambolt & Associates, LLC 0.32% Add +35.2% 5,130 $943K
Crossmark Global Holdings, Inc. 0.02% No change 5,170 $940K
GSG Advisors LLC 0.27% Add +0.2% 5,164 $939K
Ted Buchan & Co 0.37% Reduce -5.1% 5,158 $937K
Northwest Financial Advisors 1.30% Reduce -4.6% 5,112 $929K
Gen-Wealth Partners Inc 0.36% Add +0.3% 5,110 $929K
Pasadena Private Wealth, LLC 0.16% Add +7.2% 5,110 $929K
Diversify Wealth Management, LLC 0.06% Reduce -0.4% 5,021 $928K
Paulson Wealth Management Inc. 0.24% Add +66.6% 5,106 $928K
Clientfirst Wealth Management, LLC 0.95% No change 5,096 $926K
Charter Research & Investment Group, Inc. 0.69% Add +16.9% 5,061 $920K
Certuity, LLC 0.09% Add +1.8% 5,060 $920K
Wealthspire Retirement, LLC 0.06% Reduce -0.2% 5,030 $914K
Penobscot Investment Management Company, Inc. 0.08% Add +11.8% 4,957 $901K
Boston Trust Walden Corp 0.01% No change 4,950 $900K
Mycio Wealth Partners, LLC 0.21% Add +0.3% 4,919 $894K
Zions Bancorporation, National Association 0.05% No change 4,900 $891K
Cambria Investment Management, L.P. 0.06% Add +13.5% 4,889 $889K
Ibex Wealth Advisors 0.09% New 4,864 $884K
Everett Harris & Co. 0.01% Add +0.4% 4,862 $884K
Van Den Berg Management I, Inc. 0.25% Reduce -3.3% 4,857 $883K
Rench Wealth Management, Inc. 0.28% Reduce -50.6% 4,850 $882K
Turning Point Benefit Group, Inc. 0.67% Add +80.8% 4,843 $880K
Acas, LLC 0.59% No change 4,688 $879K
Gilman Hill Asset Management, LLC 0.14% Add +1.1% 4,831 $878K
AllSquare Wealth Management LLC 0.49% Reduce -1.2% 4,829 $878K
Wealth Advisors of Tampa Bay, LLC 0.33% Add +0.8% 4,828 $877K
Cathy Pareto & Associates, Inc. 0.72% Add +5.2% 4,821 $876K
Arcus Capital Partners, LLC 0.38% Reduce -1.7% 4,802 $873K
Ehrlich Financial Group 0.56% Add +1.4% 4,792 $871K
St. Louis Trust Co 0.12% No change 4,775 $868K
Townsend Asset Management Corp. /NC/ 0.31% Reduce -26.7% 4,775 $868K
Ceera Investments, LLC 0.27% Add +35.3% 4,772 $867K
One Capital Management, LLC 0.03% Reduce -1.5% 4,719 $858K
Cooksen Wealth, LLC 0.69% Add +15.7% 4,711 $856K
American Alpha Advisors, LLC 0.69% Reduce -91.3% 4,709 $856K
Sharp Wealth Advisory, LLC 0.55% Add +57.5% 4,682 $851K
Massachusetts Wealth Management 0.48% Add +3.9% 4,679 $850K
Willis Johnson & Associates, Inc. 0.06% Reduce -11.8% 4,661 $847K
XTX Topco Ltd 0.04% Reduce -76.8% 4,647 $845K
Salem Investment Counselors Inc. 0.03% Add +4.1% 4,634 $842K
Canvas Wealth Advisors, LLC 0.17% Reduce -19.9% 4,512 $842K
Cedar Wealth Management, LLC 0.28% Add +13.8% 4,624 $840K
Elmwood Wealth Management, Inc. 0.33% No change 4,616 $839K
Richmond Investment Services, LLC 0.18% Add +37.0% 4,616 $839K
NorthRock Partners, LLC 0.02% Add +33.4% 4,610 $838K
Beck Bode, LLC 0.14% Reduce -32.4% 4,609 $838K
Shoker Investment Counsel, Inc. 0.26% Reduce -81.4% 4,594 $835K
Mirador Capital Partners LP 0.14% Reduce -2.6% 4,593 $835K
Walleye Trading LLC 0.02% Reduce -64.4% 4,583 $833K
Magnolia Private Wealth, LLC 0.64% Add +4.6% 4,575 $831K
Crescent Grove Advisors, LLC 0.08% Add +51.5% 4,558 $828K
American National Bank & Trust 0.08% Add +6.6% 4,541 $825K
Atticus Wealth Management, LLC 0.22% Add +185.5% 4,540 $825K
Cora Capital Advisors LLC 0.37% Reduce -17.7% 4,535 $824K
Waycross Investment Management Co 0.86% Reduce -8.4% 4,533 $824K
Harmony Asset Management LLC 0.31% Reduce -2.9% 4,507 $819K
Dale Q Rice Investment Management Ltd 0.68% Reduce -51.1% 4,476 $818K
Principle Wealth Partners LLC 0.05% Add +0.2% 4,499 $818K
Professional Financial Advisors, LLC 0.19% Add +5.3% 4,498 $817K
Bluesphere Advisors LLC 0.41% No change 4,497 $817K
GAMMA Investing LLC 0.05% Add +63.8% 4,484 $815K
LongView Wealth Management 0.25% Reduce -0.4% 4,478 $814K
TPG Advisors LLC 0.59% Add +73.6% 4,476 $813K
Journey Advisory Group, LLC 0.06% Reduce -1.0% 4,467 $812K
Mma Asset Management LLC 0.31% Add +2.0% 4,455 $810K
CSM Advisors, LLC 0.02% No change 4,450 $809K
Atwater Malick LLC 0.26% Add +0.8% 4,451 $809K
J. W. Coons Advisors, LLC 0.18% Add +3.1% 4,445 $808K
Rainier Family Wealth Inc. 0.80% Reduce -74.2% 4,430 $805K
Key Client Fiduciary Advisors, LLC 0.33% Reduce -2.3% 4,407 $801K
Fortitude Financial, LLC 0.71% Reduce -68.1% 13,052 $799K
Austin Asset Management Co Inc 0.16% No change 4,371 $794K
Register Financial Advisors LLC 0.35% Reduce -0.3% 4,369 $794K
Paladin Wealth, LLC 0.61% Add +7.9% 4,338 $788K
First City Capital Management, Inc. 0.45% Add +3.1% 4,336 $788K
Total Clarity Wealth Management, Inc. 0.22% Add +25.4% 4,304 $782K
Advisory Alpha, LLC 0.02% Reduce -68.8% 4,300 $781K
Carr Financial Group Corp 0.23% Reduce -39.2% 4,295 $781K
MMBG Investment Advisors Co. 0.08% Reduce -4.7% 4,295 $781K
Grandfield & Dodd, LLC 0.05% Add +0.3% 4,294 $780K
Beacon Capital Management, LLC 0.10% Add +0.4% 4,257 $774K
Glenview Trust Co 0.01% Reduce -0.7% 4,252 $773K
Smithfield Trust Co 0.04% Reduce -5.1% 4,223 $767K
RFG Advisory, LLC 0.02% Reduce -23.2% 4,213 $766K
XY Planning Network, Inc. 0.26% Reduce -17.2% 4,207 $765K
Serenus Wealth Advisors, LLC 0.13% Reduce -20.4% 4,194 $762K
Comprehensive Financial Planning, Inc. 0.59% Add +13.6% 4,158 $756K
Duncan Williams Asset Management, LLC 0.24% Reduce -31.9% 4,155 $755K
WoodTrust Financial Corp 0.10% No change 4,130 $751K
Runnymede Capital Advisors, Inc. 0.69% Reduce -0.6% 4,126 $750K
Cornerstone Advisory, LLC 0.08% Add +0.2% 4,114 $748K
MorganRosel Wealth Management, LLC 0.20% No change 4,107 $746K
Wealth Alliance, LLC 0.08% Reduce -0.2% 4,088 $743K
Monte Financial Group, LLC 0.29% Reduce -1.4% 4,071 $740K
McElhenny Sheffield Capital Management, LLC 0.20% New 4,070 $740K
ICW Investment Advisors LLC 0.29% Add +2.7% 4,064 $739K
Callan Family Office, LLC 0.02% Add +3.6% 4,055 $737K
Dudley Capital Management, LLC 0.37% Reduce -12.9% 4,043 $735K
Elevation Wealth Partners, LLC 0.29% Reduce -43.0% 4,040 $734K
CWA Asset Management Group, LLC 0.03% Reduce -0.1% 4,037 $734K
Icon Wealth Advisors, LLC 0.05% New 4,027 $732K
Teamwork Financial Advisors, LLC 0.09% Reduce -6.5% 4,025 $732K
Vista Investment Management 0.27% Reduce -9.4% 4,021 $731K
Abound Wealth Management 0.21% Reduce -1.0% 4,008 $728K
Meriwether Wealth & Planning, LLC 0.46% No change 4,000 $727K
Advance Capital Management, Inc. 0.03% Reduce -19.4% 3,996 $726K
SVB Wealth LLC 0.04% Reduce -41.3% 3,994 $726K
Donald L. Hagan, LLC 0.36% Reduce -45.7% 3,991 $725K
Marex Group Ltd 0.01% Reduce -48.0% 3,988 $725K
Weaver Consulting Group 0.20% Add +16.3% 3,984 $724K
Clifford Swan Investment Counsel LLC 0.03% Add +12.9% 3,970 $721K
Sterling Capital Management LLC 0.01% Add +0.7% 3,969 $721K
Segment Wealth Management, LLC 0.05% No change 3,950 $718K
Phraction Management LLC 0.24% No change 3,943 $717K
Investment Planning Advisors, Inc. 0.25% Reduce -6.8% 3,901 $709K
Morton Capital Management LLC 0.13% Add +5.4% 3,895 $708K
WealthTrust Axiom LLC 0.21% Add +3.4% 3,883 $706K
3Chopt Investment Partners, LLC 0.17% Reduce -4.4% 3,853 $700K
Lion Street Advisors, LLC 0.21% New 3,852 $700K
Aspire Growth Partners LLC 0.57% Add +0.3% 3,849 $699K
Personal Cfo Solutions, LLC 0.13% Reduce -5.5% 3,833 $697K
Lafayette Investments, Inc. 0.14% Add +0.5% 3,832 $696K
JT Stratford LLC 0.11% Add +0.2% 3,818 $694K
Conscious Wealth Investments, LLC 0.44% No change 3,707 $691K
TrinityBridge Ltd 0.02% No change 3,800 $691K
Arrien Investments, Inc. 0.43% Reduce -23.9% 3,779 $687K
Associated Banc-Corp 0.02% No change 3,779 $687K
Stokes Family Office, LLC 0.07% No change 3,768 $685K
Ingalls & Snyder LLC 0.02% Add +2.1% 3,758 $683K
Essex Bank 0.16% Reduce -8.7% 3,757 $683K
Weaver Capital Management LLC 0.17% Add +10.4% 3,750 $681K
Panoramic Investment Advisors, LLC 0.42% No change 3,748 $681K
Unconventional Investor, LLC 0.38% Add +0.1% 3,745 $681K
Mission Creek Capital Partners, Inc. 0.15% Reduce -13.4% 3,732 $678K
Russell Investments Group, Ltd. 0.00% Reduce -1.7% 3,731 $678K
Bolthouse Investments, LLC 0.67% Reduce -18.7% 3,720 $676K
Winebrenner Capital Management LLC 0.54% Add +60.9% 3,716 $675K
Coastline Trust Co 0.08% Reduce -6.0% 3,712 $675K
Nicolet Bankshares Inc. 0.12% Add +5.0% 3,675 $668K
Hudson Value Partners, LLC 0.23% Add +0.1% 3,670 $667K
RIA Advisory Group LLC 0.20% Reduce -99.1% 3,663 $666K
Retirement Planning Co of New England, Inc. 0.29% Add +3.5% 3,631 $660K
Toth Financial Advisory Corp. 0.08% Reduce -5.5% 3,616 $657K
Flaharty Asset Management, LLC 0.09% Reduce -9.8% 3,612 $656K
Farmers Trust Co. 0.12% Reduce -62.1% 3,609 $656K
Red Crane Wealth Management, LLC 0.60% Add +0.3% 3,601 $654K
Montz Harcus Wealth Management LLC 0.32% Add +23.5% 3,600 $654K
Tenon Financial LLC 0.29% No change 3,598 $654K
Platform Technology Partners 0.17% Add +4.9% 3,592 $653K
Coppell Advisory Solutions LLC 0.08% Reduce -1.6% 3,606 $652K
SwitchPoint Financial Planning, LLC 0.53% No change 3,587 $652K
Marshall Financial Group Inc. 0.19% Add +0.4% 3,559 $647K
Wealth Alliance Advisory Group, LLC 0.12% Reduce -0.7% 3,549 $645K
WFA of San Diego, LLC 0.47% — 3,527 $641K
Brandywine Oak Private Wealth LLC 0.06% No change 3,522 $640K
Horizons Wealth Management 0.46% No change 3,519 $640K
Inspire Advisors, LLC 0.07% Reduce -1.1% 3,516 $639K
Kestra Investment Management, LLC 0.02% Add +68.0% 3,513 $639K
PVG Asset Management Corp. 2.17% New 3,513 $638K
LJI Wealth Management, LLC 0.11% Reduce -14.9% 3,509 $638K
Nikulski Financial, Inc. 0.17% Add +2.2% 3,476 $632K
Sovran Advisors, LLC 0.07% Reduce -18.3% 3,423 $630K
Summit Financial Wealth Advisors, LLC 0.11% Reduce -83.5% 3,457 $628K
Annex Advisory Services, LLC 0.02% Reduce -24.0% 3,440 $625K
Donaldson Capital Management, LLC 0.02% Add +24.7% 3,439 $625K
waypoint wealth counsel 0.31% Add +11.4% 3,424 $622K
Live Oak Private Wealth LLC 0.09% Reduce -0.1% 3,424 $622K
Rosenberg Matthew Hamilton 0.14% Reduce -13.3% 3,424 $622K
Wealth Architects, LLC 0.06% Reduce -27.2% 3,422 $622K
Kohmann Bosshard Financial Services, LLC 0.07% No change 3,417 $621K
Melfa Wealth Management, Inc. 0.39% Add +2.5% 3,416 $621K
Colton Groome Financial Advisors, LLC 0.21% Add +29.1% 3,412 $620K
Yakira Capital Management, Inc. 0.23% New 3,411 $620K
TruWealth Advisors, LLC 0.03% Add +0.1% 3,404 $619K
Prairie Wealth Advisors, Inc. 0.26% Add +11.0% 3,396 $617K
Keudell/Morrison Wealth Management 0.14% Add +27.3% 3,394 $617K
Institute for Wealth Management, LLC. 0.07% Add +0.7% 3,369 $612K
Ameliora Wealth Management Ltd. 0.22% Reduce -2.9% 3,344 $608K
Trinity Wealth Management, LLC 0.24% Add +141.3% 3,325 $604K
WNY Asset Management, LLC 0.07% Reduce -43.4% 3,316 $603K
Schnieders Capital Management LLC 0.11% Reduce -3.6% 3,308 $601K
Braun Stacey Associates Inc. 0.02% Reduce -0.0% 3,305 $601K
Sage Capital Advisors,llc 0.15% Add +14.8% 3,293 $599K
Nicholson Wealth Management Group, LLC 0.37% Reduce -0.9% 3,289 $598K
Parkside Financial Bank & Trust 0.06% Add +7.3% 3,273 $595K
Bedel Financial Consulting, Inc. 0.08% Add +1.2% 3,268 $594K
Omnitrust Wealth Management, Inc 0.70% — 2,781 $592K
SouthState Bank Corp 0.03% No change 3,250 $591K
Caliber Wealth Management, LLC / KS 0.06% Add +8.7% 3,248 $590K
Cura Wealth Advisors, LLC 0.27% Reduce -19.7% 3,247 $590K
Private Wealth Advisors, LLC 0.23% Add +27.8% 3,238 $588K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -1.9% 3,235 $588K
Wedmont Private Capital 0.03% Reduce -4.3% 3,182 $588K
Edge Wealth Management LLC 0.11% Reduce -2.9% 3,231 $588K
Penobscot Wealth Management 0.21% Add +0.3% 3,233 $588K
Dohj, LLC 0.17% New 3,559 $587K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $586K
Andina Capital Management, LLC 0.41% Reduce -46.1% 3,222 $585K
Savvy Advisors, Inc. 0.04% Reduce -6.9% 3,218 $585K
Larson Financial Group LLC 0.02% Add +0.9% 3,217 $585K
Orcam Financial Group 0.51% No change 3,214 $584K
PCG Asset Management, LLC 0.50% Reduce -6.6% 3,206 $583K
West Bancorporation Inc. 0.37% Add +23.4% 3,203 $582K
Venturi Wealth Management, LLC 0.03% Add +3.1% 3,189 $580K
Lionshead Wealth Management, LLC 0.53% No change 3,178 $578K
Thrive Capital Management, LLC 0.18% New 3,175 $577K
QRG Capital Management, Inc. 0.01% Add +12.7% 3,161 $574K
Thompson Siegel & Walmsley LLC 0.01% Reduce -8.9% 3,157 $574K
Maia Wealth LLC 0.11% Reduce -33.6% 3,154 $573K
Inlet Private Wealth, LLC 0.14% Reduce -8.7% 3,147 $572K
National Wealth Management Group, LLC 0.32% Reduce -14.6% 3,138 $570K
Northwest Wealth Management, LLC 0.10% Reduce -0.4% 3,138 $570K
Betterment LLC 0.00% Add +1.6% 3,135 $570K
Harbour Capital Advisors, LLC 0.12% Reduce -64.2% 3,091 $570K
Wealth Dimensions Group, Ltd. 0.13% Add +6.2% 3,134 $570K
Opal Wealth Advisors, LLC 0.16% Reduce -0.5% 3,129 $569K
1ST Source Bank 0.03% Add +15.6% 3,127 $568K
Sterling Financial Planning, Inc. 0.19% No change 3,126 $568K
Lee Financial Co 0.08% Reduce -0.3% 3,110 $565K
Mathes Company, Inc. 0.21% No change 3,100 $563K
McGlone Suttner Wealth Management, Inc. 0.09% Add +0.2% 3,096 $563K
Colonial River Investments, LLC 0.24% Add +18.5% 3,028 $563K
Boston Research & Management Inc. 0.13% Add +13.2% 3,091 $562K
D L Carlson Investment Group Inc. 0.10% Reduce -27.6% 3,087 $561K
True Vision MN LLC 0.31% Add +0.8% 3,087 $561K
Elios Financial Group Inc. 0.25% Reduce -3.8% 3,083 $560K
Sherrill & Hutchins Financial Advisory, Inc 0.43% No change 3,066 $557K
Peak Retirement Planning, Inc. 0.22% Add +0.4% 3,066 $557K
Capital Advisors Inc. 0.01% Reduce -19.9% 3,061 $556K
Westside Investment Management, Inc. 0.10% No change 3,047 $554K
Atlas Brown,Inc. 0.18% Add +24.1% 3,046 $554K
Trust Co. of Vermont 0.03% Add +11.1% 3,031 $551K
Investment Partners, LTD. 0.21% No change 3,030 $551K
Sage Mountain Advisors LLC 0.04% Add +89.5% 3,027 $550K
CFS Investment Advisory Services, LLC 0.04% No change 3,022 $549K
Peterson Wealth Advisors, LLC 0.09% Add +0.4% 3,020 $549K
Jessup Wealth Management, Inc 0.22% Reduce -14.4% 3,014 $548K
Hengehold Capital Management LLC 0.05% Add +0.1% 3,012 $547K
United Advisor Group, LLC 0.09% Add +98.6% 3,001 $545K
Birmingham Capital Management Co. Inc. 0.24% No change 3,000 $545K
Strategic Investment Advisors / MI 0.05% Reduce -3.5% 3,000 $545K
JTC Employer Solutions Trustee Ltd 0.05% No change 3,000 $545K
MKT Advisors LLC 0.22% Reduce -10.1% 2,959 $544K
Mission Wealth Management, LP 0.01% New 2,965 $539K
Independence Financial Advisors, LLC 0.21% Add +0.4% 2,949 $536K
Saxon Interests, Inc. 0.25% No change 3,089 $535K
Farnam Financial LLC 0.48% Add +0.3% 2,941 $534K
MinichMacGregor Wealth Management, LLC 0.11% Reduce -15.4% 2,938 $534K
FourThought Financial Partners, LLC 0.05% Add +0.2% 2,935 $533K
Horizon Kinetics Asset Management LLC 0.01% Add +0.3% 2,920 $531K
Infinity Wealth Counsel, LLC 0.54% No change 2,920 $531K
Novare Capital Management LLC 0.04% Reduce -81.0% 2,920 $531K
Fund Evaluation Group, LLC 0.02% New 2,898 $527K
AssuredPartners Investment Advisors, LLC 0.13% Reduce -76.4% 2,877 $523K
Nautilus Advisors LLC 0.38% Reduce -12.9% 2,854 $519K
Capital Investment Counsel, Inc 0.07% No change 2,816 $512K
Pittenger & Anderson Inc. 0.02% Reduce -2.7% 2,810 $511K
Old Port Advisors 0.14% Reduce -7.3% 2,806 $510K
Financial Engines Advisors L.L.C. 0.00% Add +14.6% 2,799 $509K
Financial Counselors Inc. 0.72% Reduce -73.8% 2,800 $509K
KFA Private Wealth Group, LLC 0.16% Add +89.4% 2,776 $505K
Cape Ann Savings Bank 0.30% New 2,765 $503K
Wealthcare Capital Partners, LLC 0.25% Add +9.7% 2,758 $501K
First National Bank of Omaha 0.03% No change 2,750 $500K
Banque Transatlantique SA 0.01% New 2,746 $499K
Millstone Evans Group, LLC 0.34% Add +0.1% 2,746 $499K
Loudon Investment Management, LLC 0.28% Add +24.0% 2,744 $499K
Pinnacle Bancorp, Inc. 0.15% Add +9.7% 2,740 $498K
Fairfield, Bush & Co. 0.28% No change 2,734 $497K
MSH Capital Advisors LLC 0.14% Add +6.5% 2,721 $495K
Anchor Investment Management, LLC 0.04% No change 2,716 $494K
Pennington Partners & Co., LLC 0.26% No change 2,680 $487K
Santori & Peters, Inc. 0.18% Add +0.2% 2,669 $485K
Triad Wealth Partners, LLC 0.10% Reduce -3.6% 2,664 $484K
Lakeridge Wealth Management LLC 0.22% Add +0.4% 2,658 $483K
Golden State Wealth Management, LLC 0.06% Reduce -19.2% 2,649 $481K
Atlas Capital Advisors Inc. 0.06% Reduce -9.8% 2,630 $478K
Sfm, LLC 0.31% New 2,630 $478K
Foguth Wealth Management, LLC. 0.10% Reduce -9.3% 2,628 $478K
Capital Advisors Wealth Management, LLC 0.07% Add +11.3% 2,611 $474K
Berger Financial Group, Inc 0.03% Reduce -0.8% 2,610 $474K
Roberts Wealth Advisors, LLC 0.14% Reduce -0.7% 2,607 $474K
Advanced Asset Management Advisors Inc 0.13% No change 2,606 $474K
Accel Wealth Management 0.16% Reduce -0.7% 2,606 $474K
WorthPointe, LLC 0.20% New 2,596 $472K
Forza Wealth Management, LLC 0.19% New 2,594 $471K
WPG Advisers, LLC 0.40% Reduce -0.1% 2,586 $470K
Beverly Hills Private Wealth, LLC 0.09% No change 2,564 $466K
Fusion Capital, LLC 0.16% Add +2.2% 2,564 $466K
Tran Capital Management, L.P. 0.05% No change 2,560 $465K
Northwest Bancshares, Inc. 0.08% No change 2,550 $463K
Fragasso Financial Advisors Inc 0.03% Reduce -7.5% 2,540 $462K
Claris Financial LLC 0.34% Add +8.9% 2,516 $457K
Stonebridge Financial Group, LLC 0.04% Add +9.3% 2,512 $457K
Searle & Co. 0.13% No change 2,509 $456K
Horan Securities, Inc. 0.16% Reduce -8.5% 2,508 $456K
Destination Wealth Management 0.01% Reduce -27.3% 2,500 $454K
Alteri Wealth LLC 0.18% Reduce -30.4% 2,498 $454K
Zacks Investment Management 0.00% Reduce -1.3% 2,484 $451K
Capstone Wealth Management Group LLC 0.33% Reduce -25.6% 2,473 $449K
BSW Wealth Partners 0.06% No change 2,470 $449K
Monograph Wealth Advisors, LLC 0.06% No change 2,465 $448K
Tyche Wealth Partners LLC 0.09% Add +3.8% 2,463 $448K
Founders Capital Management 0.27% Reduce -7.5% 2,458 $447K
Asio Capital, LLC 0.07% No change 2,451 $445K
Heritage Family Offices, LLP 0.23% No change 2,592 $445K
Maple Capital Management, Inc. 0.03% Reduce -41.1% 2,445 $444K
Smith Thornton Advisors LLC 0.26% No change 2,441 $444K
Freestone Capital Holdings, LLC 0.01% Reduce -81.1% 2,433 $442K
Merrion Investment Management Co, LLC 0.29% Reduce -19.2% 2,425 $441K
Bartlett & Co. Wealth Management LLC 0.01% Add +566.1% 2,418 $439K
Glass Jacobson Investment Advisors llc 0.17% Reduce -2.1% 2,409 $438K
Emergent Wealth Advisors, LLC 0.28% Reduce -0.3% 2,408 $438K
Indiana Trust & Investment Management Co 0.14% Reduce -1.8% 2,401 $436K
Quotient Wealth Partners, LLC 0.01% No change 2,400 $436K
Longview Financial Advisors, Inc. 0.37% No change 2,390 $434K
Bienville Capital Management, LLC 0.09% Reduce -21.6% 2,381 $433K
Milestone Asset Management, LLC 0.09% Add +3.0% 2,364 $430K
OneAscent Wealth Management LLC 0.16% Add +41.4% 2,359 $429K
Mustard Seed Financial, LLC 0.31% No change 2,348 $427K
Pure Portfolios Holdings LLC 0.14% Add +5.4% 2,342 $426K
Solano Wealth Investment Advisors LLC 0.22% Add +100.9% 2,340 $425K
Apollon Financial, LLC 0.09% Reduce -4.7% 2,334 $424K
Zhang Financial LLC 0.02% Add +9.6% 2,331 $424K
Clear Point Advisors Inc. 0.36% Add +72.6% 2,330 $424K
Ignite Planners, LLC 0.07% New 2,290 $422K
Mitchell Sinkler & Starr 0.20% No change 2,306 $419K
Norris Financial Group, LLC 0.17% Reduce -13.3% 2,305 $419K
Factorial Partners, LLC 0.30% Reduce -91.1% 2,300 $418K
Credit Industriel Et Commercial 0.09% New 2,290 $416K
Brookwood Investment Group LLC 0.07% New 2,277 $414K
Empower Advisory Group, LLC 0.00% Add +52.3% 2,267 $412K
Mayport, LLC 0.10% Add +2.1% 2,259 $411K
Capital Market Strategies LLC 0.29% Reduce -6.6% 2,253 $410K
First Commonwealth Financial Corp 0.09% Reduce -74.1% 2,252 $409K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -48.3% 2,249 $409K
Empirical Asset Management, LLC 0.13% Reduce -0.1% 2,233 $406K
Saxony Capital Management, LLC 0.31% Add +29.0% 2,217 $403K
North Capital, Inc. 0.35% Reduce -7.6% 2,215 $403K
Wealth Management Associates, Inc. 0.16% Reduce -25.1% 2,213 $402K
Castleview Partners, LLC 0.26% Add +7.5% 2,204 $401K
Mendel Capital Management LLC 0.23% No change 2,179 $396K
Ballentine Partners, LLC 0.01% New 2,175 $395K
Astra Wealth Partners LLC 0.32% Reduce -10.9% 2,171 $395K
XML Financial, LLC 0.03% Add +2.4% 2,157 $392K
BCS Wealth Management 0.08% New 2,159 $392K
Baxter Bros Inc. 0.05% New 2,154 $391K
Alan B Lancz & Associates, Inc. 0.39% Reduce -9.9% 2,140 $389K
Schulz Wealth, LTD. 0.29% No change 2,140 $389K
Armstrong Advisory Group, Inc. 0.03% Reduce -96.3% 2,133 $388K
Bridge Creek Capital Management LLC 0.11% Add +5.2% 2,132 $387K
OneAscent Family Office, LLC 0.37% New 2,127 $387K
Cresta Advisors, Ltd. 0.19% No change 2,128 $387K
McCollum Christoferson Group LLC 0.11% No change 2,120 $385K
Stone House Investment Management, LLC 0.07% Reduce -49.2% 2,119 $385K
SMART Wealth LLC 0.12% Add +2.8% 2,108 $383K
Pacific Sun Financial Corp 0.20% No change 2,105 $383K
Cyndeo Wealth Partners, LLC 0.02% No change 2,104 $382K
Bank of New Hampshire 0.09% No change 2,100 $382K
Shapiro Capital Management LLC 0.02% No change 2,100 $382K
Crestwood Advisors Group, LLC 0.01% Add +13.5% 2,099 $382K
Bar Harbor Wealth Management 0.02% Add +35.0% 2,099 $381K
Axim Planning & Wealth 0.35% Add +9.3% 2,097 $381K
Silver Oak Wealth Advisors Services, LLC 0.27% No change 2,094 $381K
Fullcircle Wealth LLC 0.14% No change 2,068 $380K
First County Bank 0.20% Reduce -5.5% 2,090 $380K
Hills Bank & Trust Co 0.02% Add +5.6% 2,087 $379K
Lodestone Wealth Management LLC 0.18% Add +0.2% 2,086 $379K
Ameriflex Group, Inc. 0.20% Reduce -6.3% 2,075 $374K
GatePass Capital, LLC 0.25% Reduce -12.1% 2,050 $373K
Encompass More Asset Management 0.09% Reduce -48.8% 2,041 $371K
Royal Harbor Partners, LLC 0.14% Reduce -95.6% 2,038 $370K
Embree Financial Group 0.06% Add +0.7% 2,038 $370K
Vise Technologies, Inc. 0.02% — 2,032 $369K
NBT Bank, N.A. 0.03% Add +5.5% 2,031 $369K
America First Investment Advisors, LLC 0.07% Add +5.5% 2,023 $368K
ABLE Financial Group, LLC 0.09% Reduce -22.2% 2,020 $367K
Essential Planning, LLC. 0.14% No change 2,000 $363K
Blue Zone Wealth Advisors, LLC 0.09% No change 2,000 $363K
Boston Standard Wealth Management, LLC 0.07% Add +62.9% 1,990 $362K
Bogart Wealth, LLC 0.02% Add +39.1% 1,981 $360K
Capital Asset Advisory Services LLC 0.02% Reduce -23.0% 1,955 $359K
R. W. Roge & Company, Inc. 0.20% No change 1,980 $359K
Integris Wealth Management, LLC 0.09% No change 1,975 $359K
Sfmg, LLC 0.03% Add +61.2% 1,975 $359K
Hirtle & Co., LLC 0.02% Reduce -94.3% 1,970 $358K
Ironwood Investment Counsel, LLC 0.06% Add +0.4% 1,969 $358K
Mystic Asset Management, Inc. 0.09% Add +17.5% 1,956 $355K
Strategic Blueprint, LLC 0.02% Reduce -59.0% 1,954 $355K
Long Run Wealth Advisors, LLC 0.07% Add +0.4% 1,953 $355K
Lodestar Private Asset Management LLC 0.04% Reduce -32.1% 1,949 $354K
Fulton Bank, N.A. 0.01% Reduce -44.6% 1,939 $352K
NBW Capital LLC 0.08% New 1,926 $350K
First Hawaiian Bank 0.05% Reduce -63.5% 1,920 $349K
Duncker Streett & Co. Inc. 0.06% Reduce -1.9% 1,915 $348K
Mountain Capital Investment Advisors Inc. 0.07% Reduce -0.5% 1,883 $346K
Smith Shellnut Wilson LLC 0.15% Reduce -7.1% 1,895 $344K
Oxford Financial Group, LTD. LLC 0.02% No change 1,891 $344K
Tyler-Stone Wealth Management 0.06% Reduce -6.3% 1,891 $344K
Capital Advantage, Inc. 0.05% Reduce -3.9% 1,889 $343K
LFA - Lugano Financial Advisors SA 0.20% No change 1,878 $341K
Florida Trust Wealth Management Co 0.01% No change 1,875 $341K
Sonora Investment Management Group, LLC 0.03% Reduce -5.5% 1,860 $338K
MRWM Advisors, LLC 0.21% Add +10.5% 1,856 $337K
Cypress Capital, LLC 0.10% Add +10.5% 1,856 $337K
CFO4Life Group, LLC 0.05% Add +0.4% 1,856 $337K
Castle Rock Wealth Management, LLC 0.08% Reduce -2.7% 1,819 $336K
Old Mission Investment Co LLC 0.09% Reduce -0.5% 1,845 $335K
IronBridge Private Wealth, LLC 0.12% No change 1,844 $335K
Financial Partners Group, LLC 0.12% Add +1.1% 1,842 $335K
Turtle Creek Wealth Advisors, LLC 0.04% New 1,842 $335K
Main Street Group, LTD 0.12% Add +0.2% 1,841 $335K
Plante Moran Financial Advisors, LLC 0.02% Add +21.7% 1,836 $334K
HORAN Wealth, LLC 0.10% — 1,831 $333K
V2 Financial group LLC 0.20% Reduce -13.7% 1,817 $330K
Ogorek Anthony Joseph /NY/ 0.10% Add +0.1% 1,816 $330K
Avaii Wealth Management, LLC 0.15% Reduce -55.7% 1,815 $330K
Global Trust Asset Management, LLC 0.18% Reduce -43.6% 1,815 $330K
Manhattan West Asset Management, LLC 0.08% Reduce -5.3% 1,815 $330K
GW Henssler & Associates Ltd. 0.02% New 1,808 $329K
Elevated Capital Advisors, LLC 0.09% No change 1,896 $328K
Aft, Forsyth & Company, Inc. 0.17% Add +0.2% 1,805 $328K
High Falls Advisors, Inc 0.07% Add +0.2% 1,797 $326K
TFO Wealth Partners, LLC 0.06% New 1,794 $326K
Higgins & Schmidt Wealth Strategies LLC 0.18% Reduce -0.4% 1,791 $325K
Westbourne Investment Advisors, Inc. 0.10% Add +0.4% 1,789 $325K
Fisher Asset Management 0.00% Reduce -52.6% 1,788 $325K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -13.4% 1,778 $323K
JB Capital LLC 0.02% Add +2.7% 1,770 $322K
Penbrook Management LLC 0.24% Reduce -18.4% 1,770 $322K
Prosperity Consulting Group, LLC 0.02% Reduce -26.1% 1,768 $321K
Nvest Financial, LLC 0.17% Reduce -39.5% 1,768 $321K
Beaumont Financial Advisors, LLC 0.02% Reduce -6.1% 1,761 $320K
Steigerwald, Gordon & Koch Inc. 0.03% Add +6.7% 1,754 $319K
Kirr Marbach & Co. LLC 0.06% No change 1,750 $318K
Gibbs Wealth Management 0.06% Reduce -0.2% 1,748 $318K
Lighthouse Financial LLC 0.24% Reduce -5.5% 1,730 $314K
Sand Hill Global Advisors, LLC 0.01% Reduce -99.6% 1,726 $314K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.3% 1,718 $312K
Bfsg, LLC 0.03% Reduce -8.8% 1,717 $312K
Pps&v Asset Management Consultants, Inc. 0.20% No change 1,714 $312K
Darden Wealth Group Inc 0.19% New 1,710 $311K
American Trust Investment Advisors, LLC 0.16% Reduce -49.6% 1,706 $310K
Peoples Financial Services Corp. 0.15% Reduce -19.7% 1,705 $310K
KMG Fiduciary Partners, LLC 0.02% No change 1,697 $308K
Ascent Group, LLC 0.01% New 1,686 $306K
Drucker Wealth 3.0, LLC 0.06% Reduce -16.4% 1,646 $304K
Briaud Financial Planning Inc 0.12% No change 1,676 $304K
Intrua Financial, LLC 0.04% Reduce -14.8% 1,665 $303K
2UniFi Bank 0.17% No change 1,653 $300K
Channel Wealth LLC 0.08% Reduce -66.0% 1,641 $298K
Elm3 Financial Group, LLC 0.25% New 1,635 $297K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,631 $297K
Crewe Advisors LLC 0.04% Add +0.1% 1,629 $296K
Dunhill Financial, LLC 0.09% Add +50.5% 1,625 $295K
Financial Architects, LLC 0.18% New 1,625 $295K
Johnson Financial Group, Inc. 0.01% Reduce -9.2% 1,622 $295K
Next Capital Management LLC 0.11% Add +0.3% 1,614 $293K
Diversified Enterprises, LLC 0.02% Reduce -0.7% 1,607 $292K
Meritage Portfolio Management 0.02% Add +0.4% 1,596 $290K
WMG Financial Advisors, LLC 0.11% New 1,594 $290K
Austin Wealth Management, LLC 0.05% No change 1,576 $289K
SkyOak Wealth, LLC 0.06% No change 1,591 $289K
Frederick Financial Consultants, LLC 0.18% Reduce -6.7% 1,587 $288K
Cooper Financial Group 0.03% Add +1.2% 1,571 $285K
DRW Securities, LLC 0.02% New 1,567 $285K
BIP Wealth, LLC 0.02% Reduce -38.2% 1,566 $285K
Total Wealth Planning & Management, Inc. 0.25% No change 1,566 $285K
Strategies Wealth Advisors, LLC 0.03% New 1,563 $284K
4J Wealth Management LLC 0.19% No change 1,545 $281K
Appleton Partners Inc. 0.02% Reduce -1.9% 1,540 $280K
Commonwealth Retirement Investments LLC 0.11% No change 1,539 $280K
GAMCO Investors 0.00% New 1,535 $279K
Medallion Wealth Advisors, LLC 0.11% Reduce -6.2% 1,511 $278K
Mayfair Advisory Group, LLC 0.13% Add +0.7% 1,514 $277K
Millennium Capital Advisors, LLC 0.18% Add +15.2% 1,521 $276K
Revolve Wealth Partners, LLC 0.04% New 1,519 $276K
Monument Group Wealth Advisors, LLC 0.17% Add +0.4% 1,517 $276K
Welch & Forbes LLC 0.00% Add +0.7% 1,514 $275K
Mad River Investors 0.12% No change 1,508 $274K
Warwick Investment Management, Inc. 0.05% No change 1,507 $274K
IVC Wealth Advisors LLC 0.13% Add +5.2% 1,505 $274K
Red Door Wealth Management, LLC 0.03% Reduce -88.9% 1,501 $273K
Hedges Asset Management LLC 0.22% Reduce -57.1% 1,500 $273K
WPWealth LLP 0.05% Reduce -14.8% 1,500 $273K
Chilton Investment Co. Inc. 0.01% Reduce -90.9% 1,500 $273K
Pure Financial Advisors, LLC 0.00% Reduce -15.0% 1,497 $272K
Bank Hapoalim BM 0.04% Reduce -14.3% 1,499 $272K
Ascentis Wealth Management, LLC 0.07% Reduce -0.5% 1,476 $271K
Thompson Davis & Co., Inc. 0.18% No change 1,491 $271K
SilverOak Wealth Management LLC 0.05% New 1,489 $271K
Integrated Investment Consultants, LLC 0.05% No change 1,487 $270K
Sound Income Strategies, LLC 0.02% Reduce -1.3% 1,481 $269K
Granite Group Advisors, LLC 0.16% No change 1,480 $269K
Burney Co./ 0.01% New 1,479 $269K
Kanawha Capital Management LLC 0.02% No change 1,474 $268K
SeaCrest Wealth Management, LLC 0.03% Reduce -69.5% 1,472 $268K
Harris Associates (Oakmark Funds) 0.00% New 1,469 $267K
MBE Wealth Management, LLC 0.12% Reduce -18.0% 1,468 $267K
Campbell Deegan Wealth Management, LLC 0.26% New 1,464 $266K
Chesapeake Wealth Management 0.09% Reduce -11.1% 1,459 $265K
Alhambra Investment Management LLC 0.13% Add +11.6% 1,457 $265K
IAM Advisory, LLC 0.06% Add +0.4% 1,456 $265K
Financial Designs Corp 0.16% New 1,455 $264K
Flynn Zito Capital Management, LLC 0.11% New 1,451 $264K
Unified Investment Management 0.28% Add +0.1% 1,449 $263K
Element Squared LLC 0.16% — 1,446 $263K
Naples Global Advisors, LLC 0.02% Add +10.7% 1,445 $263K
ARS Wealth Advisors Group, LLC 0.03% Reduce -6.5% 1,445 $263K
Kathleen S. Wright Associates Inc. 0.10% No change 1,442 $262K
Maxele Advisors, LLC 0.23% Add +14.3% 1,435 $261K
Clarus Wealth Advisors 0.12% Reduce -2.4% 1,412 $260K
Bernard Wealth Management Corp. 0.12% No change 1,430 $260K
Gimbal Financial 0.16% New 1,421 $258K
Paragon Capital Management Ltd 0.05% Add +0.2% 1,418 $258K
Tortoise Investment Management, LLC 0.02% Reduce -4.4% 1,410 $256K
Nicholas Hoffman & Company, LLC. 0.01% Add +7.8% 1,410 $256K
Motiv8 Investments LLC 0.16% No change 1,401 $255K
Acropolis Investment Management, LLC 0.01% No change 1,401 $255K
Capital Wealth Alliance, LLC 0.14% No change 1,398 $254K
Hubbell Strickland Wealth Management, LLC 0.11% Reduce -0.9% 1,392 $253K
GPS Wealth Strategies Group, LLC 0.03% Add +8.4% 1,383 $251K
Clarity Financial LLC 0.03% Add +9.6% 1,375 $250K
Vigilare Wealth Management 0.09% Reduce -44.1% 1,371 $249K
CPA Asset Management Group, LLC 0.10% No change 1,370 $249K
Wisconsin Wealth Advisors, LLC 0.28% Add +0.5% 1,359 $247K
Jim Saulnier & Associates, LLC 0.17% Add +0.5% 1,354 $246K
Reynders McVeigh Capital Management, LLC 0.01% No change 1,341 $244K
Elevatus Welath Management 0.08% New 1,342 $244K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -1.6% 1,333 $242K
Cobblestone Capital Advisors LLC 0.01% New 1,330 $242K
Fogel Capital Management, Inc. 0.13% No change 1,319 $240K
S.A. Mason LLC 0.12% Reduce -1.6% 1,319 $240K
Balboa Wealth Partners 0.05% New 1,315 $239K
Cascade Investment Advisors, Inc. 0.15% No change 1,314 $239K
Archvest Wealth Advisors, Inc. 0.21% No change 1,312 $238K
Kesler, Norman & Wride, LLC 0.04% Add +0.3% 1,310 $238K
Bricktown Capital, LLC 0.04% No change 1,308 $238K
Hudock, Inc. 0.04% Add +0.4% 1,305 $237K
Freedom Investment Management, Inc. 0.02% Reduce -85.3% 1,303 $237K
Spectrum Financial Alliance Ltd LLC 0.06% Add +11.1% 1,297 $237K
MRP Capital Investments, LLC 0.16% No change 1,300 $236K
Clark Asset Management, LLC 0.03% New 1,293 $235K
Bender Robert & Associates 0.05% New 1,274 $232K
Occidental Asset Management, LLC 0.03% New 1,273 $231K
Arq Wealth Advisors, LLC 0.08% No change 1,334 $231K
Accurate Wealth Management, LLC 0.04% Reduce -3.9% 1,240 $230K
Y.D. More Investments Ltd 0.02% Add +58.4% 1,275 $230K
Capital Squared Financial LLC 0.27% — 1,266 $230K
Compass Financial Services Inc 0.11% Add +2.7% 1,257 $228K
Libra Wealth LLC 0.07% New 1,251 $227K
Traphagen Investment Advisors LLC 0.02% Reduce -10.8% 1,248 $227K
RMR Wealth Builders 0.02% New 1,248 $227K
Earned Wealth Advisors, LLC 0.04% Reduce -3.8% 1,242 $226K
Mogy Joel R Investment Counsel Inc. 0.01% No change 1,240 $225K
Southland Equity Partners LLC 0.05% Reduce -3.5% 1,239 $225K
Stewardship Advisors, LLC 0.06% Add +0.7% 1,238 $225K
Sargent Investment Group, LLC 0.03% No change 1,230 $225K
Mattern Wealth Management LLC 0.05% No change 1,236 $225K
JSF Financial, LLC 0.05% Add +0.3% 1,225 $223K
Simon Quick Advisors, LLC 0.01% Reduce -48.0% 1,219 $222K
TCI Wealth Advisors, Inc. 0.02% Add +0.1% 1,212 $220K
CAP Partners, LLC 0.14% Reduce -31.8% 1,211 $220K
TCTC Holdings, LLC 0.01% Reduce -11.0% 1,210 $220K
BankPlus Trust Department 0.06% No change 1,201 $218K
Lantz Financial LLC 0.05% New 1,200 $218K
Hayek Kallen Investment Management 0.07% No change 1,200 $218K
Centerpoint Advisors, LLC 0.07% No change 1,200 $218K
Semmax Financial Advisors Inc. 0.06% No change 1,187 $217K
McDonald Capital Investors Inc. 0.01% No change 1,195 $217K
Townsend & Associates, Inc 0.02% New 1,157 $217K
Forefront Wealth Management Inc. 0.17% Add +0.1% 1,194 $217K
Innova Wealth Partners 0.13% New 1,192 $217K
Ellis Investment Partners, LLC 0.04% Reduce -20.2% 1,187 $216K
BLB&B Advisors, LLC 0.01% New 1,187 $216K
Pacific Point Advisors, LLC 0.12% New 1,180 $214K
Prosperitas Financial LLC 0.10% Reduce -2.9% 1,174 $213K
Parkside Advisors LLC 0.05% No change 1,171 $213K
Lynx Investment Advisory 0.14% New 1,170 $213K
Vanguard Group Inc. 0.00% Reduce -9.1% 1,169 $212K
Webster Bank, N. A. 0.02% No change 1,166 $212K
First American Trust, FSB 0.02% Reduce -4.0% 1,166 $212K
Busey Bank 0.01% Reduce -1.7% 1,164 $212K
SYM FINANCIAL Corp 0.02% Add +57500.0% 1,152 $209K
Guidance Point Advisors, LLC 0.06% New 1,150 $209K
BLVD Private Wealth, LLC 0.20% — 1,149 $209K
Colonial Trust Co / SC 0.03% No change 1,151 $208K
Hantz Financial Services, Inc. 0.00% Reduce -0.1% 1,146 $208K
Sovereign Investment Advisors, LLC 0.06% New 1,143 $208K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,139 $207K
Octavia Wealth Advisors, LLC 0.02% New 1,138 $207K
Element Wealth, LLC 0.10% New 1,137 $207K
B.O.S.S. Retirement Advisors, LLC 0.05% New 1,136 $206K
Prudential PLC 0.00% Reduce -17.1% 1,135 $206K
Keel Point, LLC 0.01% Reduce -11.0% 1,128 $205K
Harbor Group, Inc. 0.04% New 1,125 $204K
Sandy Cove Advisors, LLC 0.07% Reduce -11.8% 1,122 $204K
CVA Family Office, LLC 0.03% Reduce -58.0% 1,121 $204K
Chapman Financial Group, LLC 0.17% — 1,120 $204K
Trace Wealth Advisors, LLC 0.17% New 1,120 $204K
Aspire Capital Advisors LLC 0.06% New 1,119 $203K
Brass Tax Wealth Management, Inc. 0.04% New 1,114 $202K
John G Ullman & Associates Inc. 0.03% New 1,109 $202K
Symphony Financial Services, Inc. 0.12% New 1,113 $200K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +19.7% 1,077 $196K
Ulland Investment Advisors, LLC 0.15% No change 1,025 $186K
Game Plan Financial Advisors, LLC 0.08% New 1,000 $182K
Elequin Capital, LP 0.06% New 997 $181K
Morgan Dempsey Capital Management LLC 0.07% Reduce -8.0% 970 $176K
TruNorth Capital Management, LLC 0.04% Reduce -11.6% 967 $176K
Washington Trust Advisors, Inc. 0.01% No change 949 $172K
Sierra Ocean, LLC 0.12% New 945 $172K
Legend Financial Advisors, Inc. 0.11% New 926 $168K
Trust Co 0.02% Reduce -84.1% 895 $163K
Future Financial Wealth Managment LLC 0.11% No change 880 $160K
Missouri Trust & Investment Co 0.05% No change 877 $159K
Painted Porch Advisors LLC 0.07% Add +59.9% 876 $159K
Oakworth Capital, Inc. 0.01% Reduce -23.2% 840 $153K
N.E.W. Advisory Services LLC 0.01% Reduce -14.0% 811 $147K
GS Investments, Inc. 0.06% No change 800 $145K
Bristlecone Advisors, LLC 0.01% No change 797 $145K
Wagner Wealth Management, LLC 0.03% Reduce -3.5% 772 $140K
Perritt Capital Management Inc 0.07% Add +0.3% 770 $140K
EPG Wealth Management LLC 0.04% Reduce -88.6% 771 $140K
Promus Capital, LLC 0.09% Add +47.6% 744 $135K
Vermillion Wealth Management, Inc. 0.06% Add +0.4% 729 $133K
Tanglewood Legacy Advisors, LLC 0.05% No change 727 $132K
Dagco, Inc. 0.04% No change 720 $131K
Fairscale Capital, LLC 0.09% Reduce -47.5% 708 $130K
Operose Advisors LLC 0.03% Reduce -8.8% 665 $121K
First Command Advisory Services, Inc. 0.00% No change 650 $118K
Key Financial Inc 0.02% Add +49.6% 648 $118K
Kiker Wealth Management, LLC 0.07% Reduce -3.8% 640 $116K
Creative Capital Management Investments LLC 0.04% No change 640 $116K
City State Bank 0.04% No change 629 $114K
Cary Street Partners Investment Advisory LLC 0.05% Add +3.0% 624 $113K
Arax Advisory Partners 0.01% Add +49.6% 612 $111K
Cutler Capital Management, LLC 0.04% New 560 $102K
Maseco LLP 0.00% — 559 $102K
Flagship Wealth Advisors, LLC 0.04% No change 557 $101K
Wolff Wiese Magana LLC 0.06% No change 541 $98K
MPWM Advisory Solutions, LLC 0.06% Reduce -74.6% 529 $96K
Addison Advisors LLC 0.02% No change 510 $93K
Breakwater Investment Management 0.04% No change 502 $91K
Legacies Wealth LLC 0.06% No change 500 $91K
Avalon Trust Co 0.01% New 500 $91K
Versant Capital Management, Inc 0.01% No change 490 $89K
Financial Connections Group, Inc. 0.04% No change 484 $87K
LRI Investments, LLC 0.01% No change 475 $86K
Whipplewood Advisors, LLC 0.05% Reduce -86.4% 471 $86K
Providence Capital Advisors, LLC 0.02% New 456 $83K
Clearstead Trust, LLC 0.02% No change 454 $83K
DHJJ Financial Advisors, Ltd. 0.03% Add +8.6% 453 $82K
Roxbury Financial LLC 0.08% Add +30.3% 452 $82K
Piscataqua Savings Bank 0.07% No change 440 $80K
Smartleaf Asset Management LLC 0.01% Add +35.1% 423 $77K
Pflug Koory, LLC 0.04% New 421 $77K
TFC Financial Management, Inc. 0.01% New 418 $76K
Realta Investment Advisors 0.03% Add +15.5% 410 $75K
Morling Financial Advisors, LLC 0.02% No change 409 $74K
TD Capital Management LLC 0.01% New 408 $74K
NFSG Corp 0.01% Reduce -10.3% 392 $71K
Boreal Capital Management LLC 0.06% — 350 $64K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -44.1% 331 $60K
Motco 0.01% Reduce -65.7% 316 $58K
Hanson & Doremus Investment Management 0.01% Add +30.5% 308 $56K
SOA Wealth Advisors, LLC. 0.01% No change 303 $55K
Lavaca Capital LLC 0.02% No change 300 $55K
Evelyn Partners Investment Management LLP 0.00% No change 300 $55K
Howe & Rusling Inc. 0.00% Add +51.9% 287 $52K
Eq Wealth Advisors, LLC 0.03% No change 282 $51K
Pin Oak Investment Advisors Inc. 0.04% Reduce -85.6% 289 $50K
GHP Investment Advisors, Inc. 0.00% Add +4.6% 275 $50K
MCF Advisors LLC 0.00% No change 250 $45K
PrairieView Partners, LLC 0.00% No change 250 $45K
Silicon Valley Capital Partners 0.00% Add +0.4% 246 $45K
Tidemark, LLC 0.01% Reduce -46.4% 231 $42K
South Plains Financial, Inc. 0.03% No change 231 $42K
Fairman Group, LLC 0.03% Add +0.4% 229 $42K
SBI Securities Co., Ltd. 0.00% Reduce -60.3% 229 $42K
Richards, Merrill & Peterson, Inc. 0.02% Add +0.4% 229 $42K
Wellington Shields & Co., LLC 0.01% No change 207 $38K
Marquette Asset Management, LLC 0.01% No change 207 $38K
Creekmur Asset Management LLC 0.01% Add +6.8% 203 $37K
First Pacific Financial 0.01% Reduce -41.9% 190 $35K
GoalVest Advisory LLC 0.01% New 189 $34K
Frazier Financial Advisors, LLC 0.02% No change 188 $34K
Walleye Capital LLC 0.00% Reduce -47.6% 188 $34K
Financial Perspectives, Inc 0.01% No change 185 $34K
Riggs Asset Managment Co. Inc. 0.01% No change 185 $34K
Citizens National Bank Trust Department 0.01% No change 185 $34K
Old Second National Bank of Aurora 0.01% No change 177 $32K
Richardson Capital Management LLC 0.02% No change 174 $32K
Joseph Group Capital Management 0.01% Reduce -1.2% 165 $30K
Cambridge Financial Group, Inc. 0.01% No change 160 $29K
Investment Counsel Co. of Nevada 0.06% New 158 $29K
Van Eck Associates Corp. 0.00% No change 152 $28K
Nalls Sherbakoff Group, LLC 0.02% No change 150 $27K
Front Row Advisors LLC 0.01% No change 150 $27K
Princeton Global Asset Management LLC 0.00% No change 146 $27K
Nova Wealth Management, Inc. 0.02% New 140 $25K
Birchbrook, Inc. 0.01% No change 139 $25K
Pineridge Advisors LLC 0.01% No change 133 $24K
Resources Management Corp. /CT/ 0.00% Add +2560.0% 133 $24K
Coston, McIsaac & Partners 0.01% No change 131 $23K
NWK Group, Inc. 0.01% No change 123 $22K
Iron Horse Wealth Management, LLC 0.01% No change 105 $19K
Quest 10 Wealth Builders, Inc. 0.02% No change 105 $19K
Deane Retirement Strategies, Inc. 0.01% New 104 $19K
Red Tortoise LLC 0.01% No change 102 $19K
Solstein Capital, LLC 0.01% No change 101 $18K
Hemington Wealth Management 0.00% No change 100 $18K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 98 $18K
Richardson Financial Services Inc. 0.01% No change 83 $15K
Avion Wealth 0.00% No change 85 $15K
Nemes Rush Group LLC 0.00% Reduce -13.1% 73 $13K
Broadwater Capital Management LLC 0.01% Add +18074.7% 12,904 $13K
Pacific Center for Financial Services 0.00% Add +1.5% 69 $12K
Navigoe, LLC 0.01% Add +26.8% 71 $12K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -26.4% 64 $12K
Horrell Capital Management, Inc. 0.00% No change 63 $11K
Transce3nd, LLC 0.00% Add +41.9% 61 $11K
Hurley Capital, LLC 0.01% Add +1.7% 59 $11K
SJS Investment Consulting Inc. 0.00% No change 56 $10K
Prestige Wealth Management Group LLC 0.00% No change 56 $10K
Aventus Investment Advisors, Inc. 0.01% — 53 $10K
Copia Wealth Management 0.01% No change 53 $10K
Kentucky Trust Co 0.01% No change 53 $10K
CNB Bank 0.00% No change 52 $9K
City Holding Co. 0.00% New 52 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 51 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 50 $9K
IAG Wealth Partners, LLC 0.00% No change 50 $9K
Ameritas Investment Partners, Inc. 0.00% Add +360.0% 46 $8K
Cornerstone National Bank & Trust Co 0.00% No change 45 $8K
FWL Investment Management, LLC 0.00% No change 45 $8K
Sittner & Nelson, LLC 0.00% Reduce -85.0% 44 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $7K
Kennebec Savings Bank 0.01% No change 36 $7K
Traub Capital Management LLC 0.01% — 36 $7K
Stuart Chaussee & Associates, Inc. 0.00% No change 36 $7K
Lowe Wealth Advisors, LLC 0.00% No change 35 $6K
Clear Investment Research, LLC 0.01% No change 33 $6K
Armor Investment Advisors, LLC 0.00% No change 30 $5K
New Millennium Group LLC 0.00% Reduce -63.2% 25 $5K
Valued Wealth Advisors LLC 0.00% No change 25 $5K
McIlrath & Eck, LLC 0.00% No change 24 $4K
Chilton Capital Management LLC 0.00% New 24 $4K
Rialto Wealth Management, LLC 0.00% New 22 $4K
Kozak & Associates, Inc. 0.00% No change 21 $4K
Legacy Investment Solutions, LLC 0.00% — 20 $4K
Legacy Wealth Managment, LLC 0.00% No change 20 $4K
HFM Investment Advisors, LLC 0.00% No change 19 $3K
Kilter Group LLC 0.00% New 18 $3K
Blume Capital Management, Inc. 0.00% New 17 $3K
Blue Trust, Inc. 0.00% Reduce -96.1% 17 $3K
Tower View Wealth Management LLC 0.00% No change 16 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -11.8% 15 $3K
Hoey Investments, Inc. 0.00% No change 14 $3K
Rakuten Securities, Inc. 0.00% Reduce -22.2% 14 $3K
Bay Harbor Wealth Management, LLC 0.00% Reduce -54.2% 11 $2K
Summer Road LLC 0.00% New 10 $2K
Proffitt & Goodson Inc. 0.00% New 7 $1K
New Republic Capital, LLC 0.00% No change 6 $1K
Highline Wealth Partners LLC 0.00% New 4 $727
Beacon Capital Management, Inc. 0.00% New 1 $7
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.