Invesco S&P 500 Equal WeightRSPETF

13F holders, Q3 2025 (September 30)
1,949holders −1
126new positions
111sold out
10famous investors
$188.63avg. 13F price*

At the end of Q3 2025, 1,949 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, down 1 from Q2 2025. 126 opened new positions and 111 sold out. The largest holders were Morgan Stanley ($5.5B), Northwestern Mutual Wealth Management Co. ($4.8B) and Bank of America Corp. ($4.0B). 10 famous investors held it, including George Soros (3.6% of Soros Fund Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions126$610.0M
Exits111$669.0M

All 13F filers, Q2 2025 → Q3 2025: 14,656,777 shares bought and 24,000,017 shares sold, net −9,343,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,949 holders

Morgan Stanley 0.33% Reduce -11.0% 29,060,691 $5.5B
Northwestern Mutual Wealth Management Co. 3.20% Add +2.6% 25,293,041 $4.8B
Bank of America Corp. 0.30% Reduce -6.5% 21,018,837 $4.0B
Invesco Ltd. 0.29% Reduce -4.7% 9,699,938 $1.8B
Texas Permanent School Fund Corp. 56.82% No change 9,190,491 $1.7B
Goldman Sachs Group Inc. 0.22% Add +11.3% 7,974,676 $1.5B
State of Wisconsin Investment Board 3.24% Add +8.5% 7,425,338 $1.4B
UBS Group AG 0.26% Reduce -1.6% 7,029,161 $1.3B
Wells Fargo & Company 0.26% Reduce -3.9% 6,667,447 $1.3B
LPL Financial LLC 0.28% Add +1.1% 5,124,536 $972.1M
Cresset Asset Management, LLC 3.36% Add +3.5% 4,027,391 $764.0M
Japan Science & Technology Agency 12.81% No change 3,792,112 $719.4M
Raymond James Financial Inc. 0.23% Add +1.2% 3,719,108 $705.5M
Keybank National Association 2.41% Reduce -5.9% 3,616,565 $686.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 3.40% Add +76.1% 3,570,341 $677.3M
Ameriprise Financial Inc. 0.15% Reduce -3.5% 3,525,558 $669.2M
Royal Bank of Canada 0.12% Add +11.9% 3,503,707 $664.7M
Truist Financial Corp. 0.74% Reduce -12.7% 2,874,611 $545.3M
JPMorgan Chase & Co. 0.03% Reduce -51.0% 2,769,667 $525.4M
BNP Paribas Financial Markets 0.38% Reduce -21.3% 2,506,199 $475.4M
Healthcare of Ontario Pension Plan Trust Fund 0.77% Add +4.5% 2,175,000 $412.6M
Phoenix Financial Ltd. 4.09% Add +13.8% 1,768,432 $335.5M
Envestnet Asset Management Inc. 0.10% Reduce -16.3% 1,759,298 $333.7M
Cerity Partners LLC 0.54% Add +3.2% 1,756,382 $333.2M
Osaic Holdings, Inc. 0.39% Add +32.5% 1,466,302 $277.6M
HighTower Advisors, LLC 0.29% Reduce -1.3% 1,354,361 $256.9M
LBMC Investment Advisors, LLC 16.16% Add +0.5% 1,336,510 $253.5M
Rockefeller Capital Management L.P. 0.49% Add +2.7% 1,325,996 $251.5M
Focus Partners Wealth 0.40% Add +13.2% 1,297,134 $245.6M
Junto Capital Management LP 4.85% Reduce -39.9% 1,222,043 $231.8M
Citigroup Inc. 0.15% Reduce -14.2% 1,157,122 $219.5M
Bank of New York Mellon Corp 0.04% Reduce -33.1% 1,130,648 $214.5M
Freedom Together Foundation 23.89% No change 1,100,000 $208.7M
Commonwealth Equity Services, LLC 0.27% Reduce -19.7% 1,079,375 $204.8M
Stifel Financial Corp. 0.19% Add +7.8% 1,071,010 $203.2M
Cetera Investment Advisers 0.23% Add +37.9% 1,065,809 $202.2M
Brown Advisory Inc. 0.22% Add +3.4% 896,377 $170.0M
Summit Trail Advisors, LLC 2.33% Add +13.3% 888,239 $168.5M
Soros Fund Management 3.59% New 829,615 $157.4M
Meitav Investment House Ltd. 2.06% Reduce -16.6% 822,935 $155.7M
Cambridge Investment Research Advisors, Inc. 0.41% Reduce -10.1% 794,272 $150.7M
Horizon Investments, LLC 1.96% Reduce -37.5% 784,998 $148.9M
Trust Co of Tennessee 31.15% Add +8.5% 778,774 $147.7M
Ally Financial Inc. 17.99% Reduce -35.7% 768,000 $145.7M
First Interstate Bank 7.84% Reduce -0.3% 748,450 $142.0M
Janney Montgomery Scott LLC 0.33% Reduce -7.7% 734,169 $139.3M
CI Investments Inc. 0.49% No change 705,470 $133.8M
Synovus Financial Corp. 1.48% Add +9.1% 680,638 $129.1M
Rock Creek Group LLC 13.00% Reduce -0.4% 651,038 $123.5M
Schusterman Interests, LLC 27.09% Add +420.8% 625,000 $118.6M
Cercano Management LLC 4.55% Reduce -20.4% 624,081 $118.4M
Valeo Financial Advisors, LLC 2.68% Reduce -13.7% 620,514 $117.7M
US Bancorp \de 0.14% Reduce -9.2% 615,311 $116.7M
Kestra Advisory Services, LLC 0.53% Add +49.5% 608,799 $115.5M
Clearstead Advisors, LLC 1.68% Add +2.1% 606,007 $115.0M
Squarepoint Ops LLC 0.23% Add +209.1% 571,865 $108.5M
MAI Capital Management 0.68% Add +2.6% 571,002 $108.3M
Wealth Enhancement Advisory Services, LLC 0.16% Reduce -2.3% 568,546 $108.2M
Csenge Advisory Group 5.04% Reduce -6.7% 555,790 $105.4M
Barclays PLC 0.04% Add +25.6% 551,313 $104.6M
SPC Financial, Inc. 7.86% Add +44.9% 530,389 $100.6M
Bracebridge Capital, LLC 43.89% New 529,100 $100.4M
Endurance Services Ltd 16.24% New 511,000 $97.0M
Moment Partners, LLC 16.93% Reduce -1.1% 504,601 $95.7M
Glenmede Investment Management, LP 0.46% Reduce -5.2% 503,743 $95.6M
Waverly Advisors, LLC 0.94% Reduce -7.1% 495,033 $93.9M
First Manhattan Co. Llc. 0.25% Reduce -1.3% 494,939 $93.9M
Naman Capital Ltda 26.18% Add +0.3% 491,699 $93.3M
CENTRAL TRUST Co 1.92% Add +4.7% 485,114 $92.0M
PNC Financial Services Group, Inc. 0.06% Add +1.9% 481,117 $91.3M
Vanderbilt University 14.65% Add +0.4% 465,199 $88.2M
MML Investors Services, LLC 0.23% Reduce -3.7% 457,019 $86.7M
Aptus Capital Advisors, LLC 0.78% Reduce -4.0% 452,873 $85.9M
FAS Wealth Partners, Inc. 5.80% Add +5.5% 451,260 $85.6M
Chai Trust Co. LLC 5.50% No change 1,865,494 $83.2M
Private Advisor Group, LLC 0.40% Reduce -1.5% 427,123 $81.0M
Mariner, LLC 0.10% Add +1.4% 411,817 $78.1M
Blair William & Co. 0.21% Add +5.8% 410,399 $77.9M
NorthCoast Asset Management LLC 0.29% Reduce -11.6% 387,864 $73.6M
SCS Capital Management LLC 0.79% Add +920.5% 381,978 $72.5M
Consolidated Investment Group LLC 8.86% No change 380,395 $72.2M
Dakota Wealth Management 1.45% Reduce -0.6% 377,940 $71.7M
Venture Visionary Partners LLC 2.47% Add +1.6% 377,623 $71.6M
CIBC Private Wealth Group LLC 0.12% Reduce -0.4% 377,069 $71.5M
Cibc World Market Inc. 0.14% Reduce -4.9% 366,085 $69.4M
Fiduciary Trust Co 0.77% Reduce -12.1% 356,137 $67.6M
Stratos Wealth Partners, LTD. 0.78% Add +1.4% 347,387 $65.9M
First Western Trust Bank 3.02% Add +6.3% 346,849 $65.8M
Baltimore-Washington Financial Advisors, Inc. 2.81% Add +3.0% 345,778 $65.6M
Spider Management Company, LLC 29.58% No change 343,186 $65.1M
Choreo, LLC 0.85% Reduce -1.8% 342,189 $64.9M
Exencial Wealth Advisors, LLC 2.10% Add +15.0% 338,889 $64.3M
Total Investment Management Inc. 8.32% Reduce -2.2% 337,418 $64.0M
Comerica Bank 0.24% Reduce -1.6% 335,850 $63.7M
NewEdge Advisors, LLC 0.29% Add +0.7% 330,615 $62.7M
Equitable Holdings, Inc. 0.46% Add +7.1% 329,913 $62.6M
Southern Farm Bureau Life Insurance 7.35% No change 328,428 $62.3M
Peapack Gladstone Financial Corp. 0.80% Add +28.3% 324,606 $61.6M
Heck Capital Advisors, LLC 4.43% Reduce -4.6% 302,240 $57.3M
Erste Asset Management GmbH 0.55% Add +59.7% 301,060 $57.1M
Bank of Nova Scotia 0.10% New 300,530 $57.0M
Corient Private Wealth LP 0.09% Reduce -71.2% 292,284 $55.4M
Bell Bank 2.39% Add +1.6% 290,541 $55.1M
Jones Financial Companies LLLP 0.04% Add +24.0% 291,699 $55.0M
Perbak Capital Partners LLP 9.67% Reduce -1.8% 289,582 $54.9M
Wharton Business Group, LLC 2.37% Add +0.2% 286,558 $54.4M
Berkshire Money Management, Inc. 5.51% Add +13.8% 282,337 $53.6M
Bridges Investment Management Inc. 0.67% Add +3964.7% 276,768 $52.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8.43% Add +1.0% 276,709 $52.5M
Integrated Wealth Concepts LLC 0.46% Add +41.5% 271,819 $51.6M
One Day In July LLC 4.34% Add +16.9% 270,574 $51.3M
Mercer Global Advisors Inc. 0.09% Reduce -38.6% 269,276 $51.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.25% Add +107.0% 265,995 $50.5M
HM Payson & Co. 0.72% Add +404.0% 263,647 $50.0M
McAdam, LLC 2.46% Add +3.2% 263,626 $50.0M
Brookstone Capital Management 0.60% Reduce -4.5% 263,393 $50.0M
Baird Financial Group, Inc. 0.08% Reduce -2.9% 253,458 $48.1M
Arvest Investments, Inc. 6.86% Reduce -2.0% 252,054 $47.8M
Rainey & Randall Wealth Advisors Inc. 7.91% Add +2.1% 249,586 $47.3M
Sanctuary Advisors, LLC 0.27% Reduce -15.3% 246,526 $46.8M
Jane Street Group, LLC 0.05% Add +200.8% 243,282 $46.2M
Steward Partners Investment Advisory, LLC 0.26% Reduce -0.6% 235,138 $44.6M
Banco Santander, S.A. 0.39% Reduce -32.2% 234,163 $44.4M
Activest Wealth Management 8.98% Reduce -4.0% 233,877 $44.4M
Bank of Montreal 0.02% Add +2.3% 233,641 $44.3M
Greenwood Gearhart LLC 2.55% Add +2.6% 233,624 $44.3M
Sapient Capital LLC 0.66% Add +1.4% 225,882 $42.7M
Joule Financial, LLC 12.69% Add +1.4% 223,374 $42.4M
Common Fund for Nonprofit Organizations 3.62% Add +37.8% 221,847 $42.1M
HB Wealth Management, LLC 0.28% Add +12.6% 219,478 $41.6M
Atlanta Consulting Group Advisors, LLC 10.14% Reduce -14.3% 218,466 $41.4M
Creative Planning 0.03% Add +4.6% 217,524 $41.3M
Federation des caisses Desjardins du Quebec 0.16% Reduce -5.3% 217,437 $41.2M
Permanent Capital Management, LP 7.68% — 216,711 $41.1M
CBIZ Investment Advisory Services, LLC 1.59% Reduce -19.9% 213,450 $40.5M
TRUE Private Wealth Advisors 4.00% Reduce -1.8% 206,892 $39.2M
&partners 0.25% Add +23.9% 203,126 $38.4M
Oarsman Capital, Inc. 5.32% Add +8.0% 199,917 $37.9M
Requisite Capital Management, LLC 6.35% Add +1.4% 199,301 $37.8M
Elk River Wealth Management LLC 6.04% Add +0.6% 198,585 $37.7M
WESCAP Management Group, Inc. 7.91% Reduce -0.5% 198,404 $37.6M
Howard Financial Services, LTD. 4.56% Reduce -1.2% 196,402 $37.3M
National Bank of Canada 0.04% Reduce -39.1% 194,853 $37.0M
Axiom Financial Strategies, LLC 15.90% Add +781.4% 194,774 $36.9M
Generali Investments CEE, investicni spolecnost, a.s. 2.80% No change 193,976 $36.8M
Vicus Capital 2.75% Add +4.7% 189,835 $36.0M
Steele Capital Management, Inc. 1.59% Add +2.5% 189,509 $35.9M
New Harbor Financial Group, LLC 7.18% Add +3.3% 186,773 $35.4M
Arete Wealth Advisors, LLC 2.22% Add +1.7% 186,648 $35.4M
FSA Investment Group, LLC 21.35% Add +10.3% 180,128 $34.2M
Arvest Bank Trust Division 1.90% Add +1.5% 180,468 $34.2M
Main Management LLC 2.48% Add +0.3% 178,712 $33.9M
D.A. Davidson & Co. 0.22% Reduce -1.2% 177,696 $33.7M
Summit Financial, LLC 0.51% Add +3.8% 177,324 $33.6M
Bangor Savings Bank 2.78% Add +3.1% 176,216 $33.4M
Badgley Phelps Wealth Managers, LLC 0.70% Add +1.7% 175,389 $33.3M
Arkadios Wealth Advisors 0.81% Add +4.2% 173,328 $32.9M
Gotham Asset Management 0.14% Add +12.8% 171,764 $32.6M
Hennion & Walsh Asset Management, Inc. 1.17% Reduce -36.0% 170,829 $32.4M
IFP Advisors, Inc 0.84% Add +3.9% 169,826 $32.2M
Davis Investment Partners, LLC 10.77% Add +0.5% 166,007 $31.6M
Beacon Pointe Advisors, LLC 0.27% Reduce -0.1% 165,247 $31.3M
Granite Bay Wealth Management, LLC 8.14% Add +12.0% 164,763 $31.3M
Dynasty Wealth Management, LLC 0.42% Reduce -20.5% 164,508 $31.2M
Jefferies Financial Group Inc. 0.30% Reduce -26.8% 164,156 $31.1M
Davidson Capital Management Inc. 6.89% Add +0.4% 162,477 $30.8M
Farther Finance Advisors, LLC 0.47% Add +69.0% 162,176 $30.8M
Pinnacle Associates Ltd. 0.40% Add +1.0% 159,735 $30.3M
Balyasny Asset Management L.P. 0.06% Add +70.6% 159,713 $30.3M
OP Asset Management Ltd 0.40% No change 158,782 $30.1M
Goodman Financial Corp 5.82% Reduce -4.6% 157,539 $29.9M
Southeast Asset Advisors, LLC 3.25% Add +2.3% 157,445 $29.9M
Frisch Financial Group, Inc. 6.93% Add +1.5% 156,916 $29.8M
StoneX Group Inc. 1.30% Reduce -2.9% 156,766 $29.7M
Montag A & Associates Inc. 1.35% Add +2.2% 154,298 $29.3M
Tucker Asset Management LLC 8.80% Reduce -3.4% 153,987 $29.2M
Robertson Stephens Wealth Management, LLC 0.88% Reduce -0.8% 153,283 $29.1M
Jackson, Grant Investment Advisers, Inc. 9.68% Add +3.5% 152,849 $29.0M
Sequoia Financial Advisors, LLC 0.18% Reduce -0.3% 152,669 $29.0M
Mason Street Advisors, LLC 3.00% Add +14.7% 152,610 $29.0M
Cwm, LLC 0.09% Add +1.1% 151,029 $28.6M
Stratos Investment Management, LLC 1.18% Add +22.9% 150,397 $28.5M
Shufro Rose & Co. LLC 2.35% Reduce -2.2% 164,397 $28.5M
Measured Wealth Private Client Group, LLC 7.67% Add +3.4% 150,102 $28.5M
Edmond DE Rothschild Holding S.A. 0.44% Add +1.5% 149,843 $28.4M
Wealth Advisors of Iowa, LLC 9.63% Reduce -0.9% 149,172 $28.3M
Kera Capital Partners, Inc. 4.24% Add +2.2% 149,078 $28.3M
Waterloo Capital, L.P. 2.10% Reduce -31.2% 148,407 $28.2M
Captrust Financial Advisors 0.06% Reduce -15.6% 147,147 $27.9M
PJT Investments Corp. 15.68% Add +0.4% 146,707 $27.8M
CoreCap Advisors, LLC 0.97% Add +72.6% 140,677 $26.7M
Citadel Advisors 0.02% New 139,689 $26.5M
Nan Shan Life Insurance Co., Ltd. 0.56% No change 139,647 $26.5M
Riversedge Advisors, LLC 4.36% Add +5.1% 137,184 $26.0M
Lido Advisors, LLC 0.11% Add +5.2% 137,049 $26.0M
Advisory Services Network, LLC 0.38% Add +17.3% 136,641 $25.9M
Brogan Financial, Inc. 11.02% Add +1.2% 136,373 $25.9M
Wealthspire Advisors, LLC 0.13% Add +25.2% 135,261 $25.7M
Glen Eagle Advisors, LLC 3.56% Reduce -10.3% 135,205 $25.6M
Money Concepts Capital Corp. 1.58% Add +2.2% 134,828 $25.6M
Seneca House Advisors 10.16% Reduce -21.7% 132,596 $25.2M
Virtue Capital Management, LLC 3.98% Add +113.7% 259,283 $25.0M
GenTrust, LLC 1.13% Reduce -1.6% 131,537 $25.0M
Fairway Wealth LLC 6.94% Add +2.8% 130,407 $24.7M
Mustico Financial Group, Inc. 24.96% Reduce -1.0% 146,905 $24.6M
Neuberger Berman Group LLC 0.02% Reduce -2.5% 129,586 $24.6M
Stephenson & Company, Inc. 14.07% Add +1.0% 129,108 $24.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.20% Add +1.7% 127,161 $24.4M
Sightline Wealth Advisors, LLC 11.03% Reduce -5.7% 128,760 $24.4M
OneDigital Investment Advisors LLC 0.25% Reduce -2.7% 128,169 $24.3M
FMR LLC 0.00% Add +16.4% 127,747 $24.2M
Montis Financial, LLC 5.59% Add +32.0% 127,737 $24.2M
Manning & Napier Advisors LLC 0.31% Add +2.1% 127,623 $24.2M
BBR Partners, LLC 1.39% Reduce -2.0% 127,277 $24.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% New 125,300 $23.8M
LeConte Wealth Management, LLC 15.85% Reduce -13.0% 125,107 $23.7M
TD Waterhouse Canada Inc. 0.15% Reduce -27.8% 124,601 $23.7M
Tiller Private Wealth, Inc. 8.37% Reduce -0.6% 124,043 $23.5M
Compass Wealth Management LLC 5.24% Add +1.6% 123,693 $23.5M
McAlister, Sweet & Associates, Inc. 15.44% Add +2.6% 38,953 $23.4M
Consolidated Capital Management, LLC 8.27% Reduce -1.6% 123,087 $23.3M
Matauro, LLC 3.70% Reduce -0.1% 122,848 $23.3M
Titleist Asset Management, LLC 2.02% Reduce -8.0% 120,881 $22.9M
Petrus Trust Company, LTA 2.51% Add +7.8% 120,850 $22.9M
Dimension Capital Management LLC 3.33% Reduce -0.1% 120,741 $22.9M
Vectors Research Management, LLC 7.21% Reduce -17.4% 120,649 $22.9M
Fairvoy Private Wealth, LLC 5.17% Add +24.3% 119,761 $22.7M
Advocacy Wealth Management, LLC 0.98% Add +10.3% 118,973 $22.6M
NTV Asset Management LLC 2.43% Reduce -10.3% 117,654 $22.3M
Equitable Trust Co. 1.01% Reduce -1.1% 115,845 $22.0M
Patton Fund Management, Inc. 3.92% Reduce -7.0% 114,815 $21.8M
Engineers Gate Manager LP 0.25% New 114,451 $21.7M
Capital Advisors, Ltd. LLC 2.45% Add +1.7% 114,405 $21.7M
BlackRock, Inc. 0.00% Reduce -0.2% 114,074 $21.6M
Bernardo Wealth Planning LLC 4.21% Add +5.1% 113,317 $21.5M
Fort Point Capital Partners LLC 2.72% Add +1.4% 112,906 $21.4M
LTG Capital LLC 16.84% Add +1.2% 112,778 $21.4M
Baker Avenue Asset Management, LP 0.51% Reduce -0.1% 112,338 $21.3M
New England Capital Financial Advisors LLC 8.98% Add +1.5% 111,388 $21.1M
Arlington Trust Co LLC 3.80% Add +20.6% 111,332 $21.1M
WealthBridge Capital Management, LLC 4.92% Reduce -0.5% 110,592 $21.0M
AlTi Global, Inc. 0.49% Reduce -0.3% 109,772 $20.8M
Roth Financial Partners LLC 6.96% Add +9.7% 108,920 $20.7M
Allen Investment Management, LLC 0.23% Add +11.3% 107,230 $20.3M
Geneos Wealth Management Inc. 0.51% Reduce -8.7% 106,753 $20.3M
Sepio Capital, LP 1.19% Add +14.6% 106,322 $20.2M
Flagship Harbor Advisors, LLC 0.87% Add +243.1% 105,004 $19.9M
Ieq Capital, LLC 0.06% Add +19.6% 104,721 $19.9M
Lowe Brockenbrough & Co. Inc. 1.02% Reduce -2.5% 104,541 $19.8M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -40.9% 103,836 $19.7M
Echo45 Advisors LLC 11.46% Add +2.0% 103,072 $19.6M
Wealth Forward, LLC 11.05% Reduce -12.4% 100,348 $19.0M
Bright Financial Advisors, Inc. 9.29% Add +2.1% 100,220 $19.0M
Sterneck Capital Management, LLC 8.82% Add +2.0% 99,950 $19.0M
Ascent Wealth Partners, LLC 2.20% Add +4.3% 99,774 $18.9M
Parcion Private Wealth LLC 1.18% New 99,428 $18.9M
Franklin Resources Inc. 0.00% Add +12.8% 98,879 $18.8M
Alliancebernstein L.P. 0.01% Add +1.4% 98,862 $18.8M
Cary Street Partners Financial LLC 0.49% Add +0.4% 98,698 $18.7M
Compton Wealth Advisory Group, LLC 4.33% Add +0.9% 98,561 $18.7M
Raelipskie Partnership 8.01% Add +0.6% 98,350 $18.7M
Vaughan David Investments LLC 0.40% Add +0.2% 97,915 $18.6M
Breakwater Capital Group 2.72% Reduce -0.8% 97,201 $18.4M
Kaydan Wealth Management, Inc. 5.22% Reduce -3.2% 96,251 $18.3M
Aft, Forsyth & Sober, LLC 5.61% Add +0.1% 95,300 $18.1M
Biltmore Family Office, LLC 2.57% Add +2.4% 95,292 $18.1M
Sage Rhino Capital LLC 3.47% Reduce -0.7% 94,481 $17.9M
Tradition Wealth Management, LLC 1.31% Reduce -3.6% 93,245 $17.7M
Stonegate Management LLC 11.70% — 93,092 $17.7M
Verition Fund Management LLC 0.11% Add +644.0% 93,000 $17.6M
Manchester Financial Inc. 3.53% Reduce -37.8% 92,901 $17.6M
Kirtland Hills Capital Management, LLC 6.96% Add +6.7% 92,774 $17.6M
Ballast, Inc. 4.24% Add +3.5% 91,721 $17.4M
Integrated Advisors Network LLC 0.73% Add +42.4% 91,642 $17.4M
Courier Capital LLC 0.99% Reduce -17.8% 91,200 $17.3M
Sageworth Trust Co 0.80% Add +0.2% 90,913 $17.2M
Peak Asset Management, LLC 2.99% Reduce -1.7% 90,294 $17.1M
Advisor OS, LLC 1.48% Reduce -13.6% 90,207 $17.1M
Peak Financial Management, Inc. 4.52% Add +3.5% 90,157 $17.1M
CSS LLC 2.96% Add +0.6% 89,472 $17.0M
Sard Wealth Management Group, LLC 9.67% Add +1.7% 89,321 $16.9M
Forvis Mazars Wealth Advisors, LLC 0.34% Reduce -7.9% 89,309 $16.9M
Port Capital LLC 0.70% Add +0.8% 88,630 $16.8M
CX Institutional 0.50% Add +0.6% 87,389 $16.6M
Susquehanna International Group, LLP 0.02% Add +89.4% 87,203 $16.5M
GFS Advisors, LLC 2.10% Reduce -6.0% 86,784 $16.5M
Pinnacle Wealth Management Advisory Group, LLC 1.23% Add +1.5% 86,529 $16.4M
Forge Financial Services LLC 7.69% Add +4.8% 86,122 $16.4M
Dumont & Blake Investment Advisors LLC 3.92% Reduce -0.3% 85,160 $16.2M
First Foundation Advisors 0.60% Reduce -4.0% 84,924 $16.1M
Prasad Wealth Partners, LLC 4.47% Reduce -2.7% 84,622 $16.1M
Wealthcare Advisory Partners LLC 0.33% Reduce -12.4% 84,245 $16.0M
Tudor Investment Corporation 0.11% Add +4.2% 83,368 $15.8M
Evernest Financial Advisors, LLC 4.41% Add +3.5% 82,882 $15.7M
Harbour Investments, Inc. 0.36% Add +59.5% 82,678 $15.7M
Essex Financial Services, Inc. 0.93% Reduce -4.2% 82,263 $15.6M
Crews Bank & Trust 2.28% Add +3.4% 82,258 $15.6M
Moran Wealth Management, LLC 0.47% Reduce -53.1% 82,257 $15.6M
AlphaCore Capital LLC 0.52% Reduce -3.9% 82,186 $15.6M
Concurrent Investment Advisors, LLC 0.27% Reduce -0.6% 81,252 $15.4M
ADG Wealth Management Group, LLC 12.18% Add +2.5% 80,803 $15.3M
Granby Capital Management, LLC 8.06% No change 80,000 $15.2M
Quest Investment Management LLC 1.59% Reduce -1.5% 79,919 $15.2M
Davidson Kahn Capital Management, LLC 8.42% Add +10.4% 79,565 $15.1M
Stratos Wealth Advisors, LLC 0.73% Add +1.8% 79,556 $15.1M
Kopp Family Office, LLC 9.82% Add +5.4% 79,505 $15.1M
DAVENPORT & Co LLC 0.08% Reduce -0.0% 78,937 $15.0M
Scotia Capital Inc. 0.06% Add +41.3% 78,788 $14.9M
Muirfield Wealth Advisors LLC 11.04% Add +1.4% 78,485 $14.9M
Cidel Asset Management Inc. 0.85% No change 78,090 $14.8M
Flputnam Investment Management Co. 0.22% Reduce -9.4% 77,962 $14.8M
Cornerstone Wealth Group, LLC 1.00% Add +8.7% 77,947 $14.8M
Advisor Resource Council 19.95% Reduce -7.1% 77,904 $14.8M
Parkside Investments, LLC 1.84% Reduce -1.2% 77,634 $14.7M
Ethos Financial Group, LLC 1.16% Reduce -0.7% 77,545 $14.7M
Archer Investment Corp 3.30% Add +0.1% 76,938 $14.6M
Pathstone Holdings, LLC 0.06% Reduce -5.5% 76,073 $14.4M
Pine Ridge Advisers LLC 0.98% Add +5.1% 75,273 $14.3M
Matthew Goff Investment Advisor, LLC 2.41% Add +0.1% 74,392 $14.1M
Gladstone Institutional Advisory LLC 0.54% Reduce -0.8% 74,293 $14.1M
Quantinno Capital Management LP 0.04% Add +48.5% 74,157 $14.1M
Park Place Capital Corp 2.96% Add +1.6% 73,989 $14.0M
Second Line Capital, LLC 2.90% Add +1.9% 73,936 $14.0M
Inlight Wealth Management, LLC 6.54% Add +5.3% 73,424 $13.9M
Bleakley Financial Group, LLC 0.32% Add +1.5% 72,975 $13.8M
Caldwell Trust Co 1.29% Reduce -0.4% 72,793 $13.8M
Signal Advisors Wealth, LLC 1.25% Add +26.4% 72,616 $13.8M
Heritage Trust Co 1.46% Add +22.0% 72,569 $13.8M
Bradley Foster & Sargent Inc. 0.20% Add +2.5% 72,040 $13.7M
Round Rock Advisors LLC 2.16% Reduce -3.9% 71,961 $13.7M
Stephens Inc. 0.17% Reduce -6.8% 71,896 $13.6M
Basso Capital Management, L.P. 9.11% Add +2.4% 71,765 $13.6M
SeaBridge Investment Advisors LLC 2.20% Add +67.1% 71,372 $13.5M
Focused Wealth Management, Inc 1.46% Add +0.4% 71,093 $13.5M
Millennium Management 0.01% Reduce -29.8% 71,061 $13.5M
Tandem Wealth Advisors LLC 6.36% Reduce -1.8% 70,554 $13.4M
Cadent Capital Advisors, LLC 3.53% Add +2.3% 70,221 $13.3M
Hi-Line Capital Management, LLC 4.17% Add +19.4% 69,673 $13.2M
Johnson Investment Counsel Inc. 0.11% Add +1.5% 69,124 $13.1M
Spectrum Asset Management, Inc. (NB/CA) 4.58% Add +12.7% 68,684 $13.0M
Sterling Manor Financial, LLC 8.20% Add +0.6% 68,515 $13.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.75% No change 68,500 $13.0M
Wealth Advisory Solutions, LLC 3.14% No change 68,366 $13.0M
New England Asset Management Inc. 1.75% Add +73.5% 67,990 $12.9M
Capital Investment Advisors, LLC 0.21% Add +2.0% 67,908 $12.9M
Yelin Lapidot Holdings Management Ltd. 2.66% Reduce -18.1% 66,790 $12.7M
Kelleher Financial Advisors 3.16% Add +206.2% 66,281 $12.6M
Winthrop Capital Management, LLC 3.01% Add +1.3% 65,522 $12.4M
Graham Capital Management, L.P. 0.68% Add +35.1% 65,000 $12.3M
Harbor Investment Advisory, LLC 1.02% Reduce -6.2% 64,955 $12.3M
Berman McAleer LLC 1.72% — 64,785 $12.3M
Focus Partners Advisor Solutions, LLC 0.14% Add +7.2% 64,576 $12.2M
IPG Investment Advisors LLC 2.16% Reduce -0.2% 63,764 $12.1M
Ausdal Financial Partners, Inc. 0.59% Reduce -2.3% 63,493 $12.0M
Quattro Financial Advisors LLC 3.80% Reduce -1.1% 63,281 $12.0M
Aspen Investment Management Inc 4.63% Add +2.5% 63,110 $12.0M
L. Roy Papp & Associates, LLP 1.33% Reduce -3.6% 62,259 $11.8M
Brown Brothers Harriman & Co. 0.07% Add +2.2% 62,118 $11.8M
RFP Financial Group LLC 4.73% Add +11.2% 61,859 $11.6M
Deutsche Bank AG 0.00% Reduce -72.6% 60,904 $11.6M
National Philanthropic Trust 0.13% Reduce -0.0% 60,882 $11.5M
Perigon Wealth Management, LLC 0.23% Reduce -16.1% 60,607 $11.5M
Carnegie Investment Counsel 0.22% Reduce -0.5% 60,543 $11.5M
Greenleaf Trust 0.10% No change 60,394 $11.5M
AQR Capital Management 0.01% Add +19.8% 59,759 $11.3M
Walled Lake Planning & Wealth Management, LLC 3.72% Reduce -2.0% 59,627 $11.3M
Choate Investment Advisors 0.23% Reduce -14.3% 59,616 $11.3M
Courage Miller Partners, LLC 3.38% Add +2.1% 59,421 $11.3M
Benjamin Edwards Inc. 0.13% Reduce -6.2% 59,326 $11.3M
Members Trust Co 0.37% Reduce -89.1% 58,514 $11.1M
IHT Wealth Management, LLC 0.28% Reduce -1.2% 58,465 $11.1M
Raab & Moskowitz Asset Management LLC 2.47% Add +1.1% 58,183 $11.0M
VestGen Advisors, LLC 0.37% Add +17.3% 58,150 $11.0M
Clarus Group, Inc. 3.83% Add +6.9% 58,001 $11.0M
LM Advisors LLC 1.59% Add +2.9% 57,949 $11.0M
Toronto Dominion Bank 0.02% Reduce -45.0% 57,874 $11.0M
Qube Research & Technologies Ltd 0.02% Reduce -69.4% 57,841 $11.0M
Argent Advisors, Inc. 3.21% Add +5.8% 57,461 $10.9M
Agf Management Ltd. 0.05% Reduce -3.1% 57,092 $10.8M
Frank, Rimerman Advisors LLC 0.69% Reduce -0.2% 56,810 $10.8M
SimpliFi, Inc. 4.60% Reduce -1.6% 56,701 $10.8M
Jacksonville Wealth Management, LLC 7.89% Add +6.9% 56,658 $10.7M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -0.1% 56,572 $10.7M
Insigneo Advisory Services, LLC 0.75% Add +19.2% 56,512 $10.7M
Partnership Wealth Management, LLC 8.25% Add +55.5% 56,467 $10.7M
Rothschild Capital Partners, LLC 2.53% New 56,379 $10.7M
Chemung Canal Trust Co. 2.12% Reduce -9.3% 56,143 $10.7M
Mendota Financial Group, LLC 7.91% Reduce -8.4% 55,849 $10.6M
Evercore Wealth Management, LLC 0.16% Reduce -6.0% 55,790 $10.6M
J.W. Cole Advisors, Inc. 0.20% Reduce -0.5% 55,659 $10.6M
Sigma Planning Corp 0.30% Reduce -2.8% 55,327 $10.5M
New Insight Wealth Advisors 3.94% Reduce -13.3% 55,250 $10.5M
Ssa Swiss Advisors AG 4.86% Add +4.9% 55,251 $10.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Reduce -16.5% 54,961 $10.4M
Lake Street Private Wealth, LLC 1.35% Reduce -0.8% 54,797 $10.4M
Ruggaard & Associates LLC 3.86% Add +0.1% 54,410 $10.3M
Atlas Private Wealth Advisors 2.52% Reduce -63.0% 54,263 $10.3M
Acima Private Wealth, LLC 3.22% Reduce -0.1% 54,136 $10.3M
Cabot Wealth Management Inc. 1.14% Add +2.4% 53,986 $10.2M
Strategic Family Wealth Counselors, L.L.C. 2.62% Add +2.0% 53,668 $10.2M
Kavar Capital Partners Group, LLC 1.35% Reduce -6.0% 53,250 $10.1M
Valley Wealth Managers, Inc. 0.67% Reduce -28.1% 53,197 $10.1M
Simplex Trading, LLC 0.22% Add +36.6% 53,151 $10.1M
Retirement Financial Solutions, LLC 3.15% Add +15.3% 53,055 $10.1M
Citizens Financial Group Inc. 0.14% Reduce -14.0% 53,002 $10.1M
New England Private Wealth Advisors LLC 1.31% Reduce -4.9% 52,280 $9.9M
CM Wealth Advisors LLC 2.61% Reduce -5.3% 52,225 $9.9M
First National Bank Sioux Falls 3.08% Reduce -8.4% 52,089 $9.9M
Burke & Herbert Bank & Trust Co. 2.10% Add +2.3% 51,442 $9.8M
Blueprint Investment Partners LLC 1.36% Add +10.1% 50,887 $9.7M
Norris Perne & French LLP 0.67% Add +10.4% 50,819 $9.6M
Atlas Legacy Advisors, LLC 1.86% Reduce -6.6% 50,788 $9.6M
WFA Asset Management Corp 5.24% Reduce -10.9% 53,760 $9.6M
ZWJ Investment Counsel Inc. 0.34% Reduce -1.4% 50,764 $9.6M
Modera Wealth Management, LLC 0.11% Reduce -0.1% 50,763 $9.6M
CreativeOne Wealth, LLC 0.23% Reduce -9.7% 50,502 $9.6M
Dorsey & Whitney Trust CO LLC 0.50% Reduce -0.0% 50,099 $9.5M
Guidance Capital, Inc. 2.48% Add +8.6% 49,669 $9.5M
Willis Investment Counsel 0.52% Add +119.5% 49,918 $9.5M
Ssi Investment Management LLC 3.57% Add +1.0% 49,795 $9.4M
Blue Bell Private Wealth Management, LLC 1.43% Reduce -0.7% 49,715 $9.4M
First Financial Bank - Trust Division 0.80% Add +2.9% 49,377 $9.4M
Pallas Capital Advisors LLC 0.34% Add +1.9% 48,465 $9.2M
Blueprint Financial Advisors LLC 1.98% Add +9.2% 48,252 $9.2M
DeDora Capital, Inc. 2.20% Reduce -1.8% 48,097 $9.1M
Fortress Financial Group, LLC 6.99% Add +3.0% 48,071 $9.1M
Kestra Private Wealth Services, LLC 0.12% Reduce -1.1% 48,056 $9.1M
Luken Investment Analytics, LLC 3.55% Reduce -25.2% 47,900 $9.1M
Koshinski Asset Management, Inc. 0.65% Add +11.2% 47,896 $9.1M
Moss Adams Wealth Advisors LLC 0.71% Reduce -0.3% 47,880 $9.1M
Oppenheimer & Co. Inc. 0.11% Reduce -4.2% 47,820 $9.1M
Hancock Whitney Corp. 0.17% Reduce -5.1% 47,809 $9.1M
SG Americas Securities, LLC 0.03% Reduce -2.3% 47,764 $9.1M
LYNX Capital Group Ltd. 4.17% Add +0.6% 47,328 $9.0M
Parallel Advisors, LLC 0.16% Reduce -3.6% 47,288 $9.0M
Allegheny Financial Group 1.67% Add +8.2% 47,203 $9.0M
Connecticut Wealth Management, LLC 0.40% Add +53.5% 47,176 $8.9M
Prism Advisors, Inc. 2.41% Add +3.1% 47,093 $8.9M
Peddock Capital Advisors, LLC 1.92% Add +0.4% 47,043 $8.9M
Quad-Cities Investment Group, LLC 3.79% Add +1.8% 46,870 $8.9M
Stelac Advisory Services LLC 3.01% Reduce -0.6% 45,878 $8.7M
Fifth Third Bancorp 0.03% Reduce -1.9% 45,867 $8.7M
Richard W. Paul & Associates, LLC 2.97% Add +1.0% 45,846 $8.7M
Castlekeep Investment Advisors LLC 4.06% No change 45,722 $8.7M
Allworth Financial LP 0.04% Reduce -18.4% 45,711 $8.7M
Stonegate Investment Group, LLC 0.20% Reduce -8.1% 45,303 $8.6M
Bryn Mawr Trust Advisors, LLC 0.42% Add +2.9% 45,135 $8.6M
Polen Capital Management LLC 0.03% New 44,774 $8.5M
Firestone Capital Management 1.83% Add +0.1% 44,744 $8.5M
Redmont Wealth Advisors LLC 11.75% Reduce -6.7% 44,475 $8.4M
TigerOak Management, L.L.C. 2.61% Add +1.6% 44,322 $8.4M
Independent Financial Group, LLC 0.20% Add +12.6% 44,112 $8.4M
E&G Advisors, LLC 1.94% Reduce -0.4% 44,000 $8.3M
Private Wealth Group, LLC 4.15% Reduce -8.5% 43,962 $8.3M
Rwa Wealth Partners, LLC 0.09% Add +1.2% 43,813 $8.3M
RVW Wealth, LLC 0.63% No change 42,874 $8.1M
Atwood & Palmer Inc. 0.48% Add +2.2% 42,777 $8.1M
Ironwood Financial, llc 1.43% Add +22.6% 42,501 $8.1M
Capital Investment Advisory Services, LLC 0.64% Reduce -53.6% 42,339 $8.0M
Leavell Investment Management, Inc. 0.34% Reduce -11.9% 42,259 $8.0M
Rothschild Investment LLC 0.45% Add +0.0% 41,968 $8.0M
Rhumbline Advisers 0.01% Add +86.6% 41,650 $7.9M
Marshall & Sterling Wealth Advisors Inc. 5.05% Add +0.3% 41,633 $7.9M
Walker Financial Services, Inc. 3.06% New 41,449 $7.9M
United Capital Financial Advisors, LLC 0.06% Reduce -1.7% 41,156 $7.8M
Renaissance Technologies 0.01% Reduce -54.6% 40,600 $7.7M
Level Four Advisory Services, LLC 0.26% Reduce -4.6% 40,597 $7.7M
NewEdge Wealth, LLC 0.11% Reduce -5.3% 41,011 $7.7M
Cullen/Frost Bankers, Inc. 0.09% Add +0.2% 40,400 $7.7M
Navalign, LLC 2.01% Add +1.4% 40,229 $7.6M
Instrumental Wealth, LLC 5.35% Add +11.8% 40,677 $7.6M
Birchcreek Wealth Management, LLC 3.89% Add +11.0% 39,711 $7.5M
Dynamic Advisor Solutions LLC 0.22% Reduce -2.4% 39,702 $7.5M
Analyst IMS Investment Management Services Ltd. 0.23% Add +35.5% 39,680 $7.5M
Lantern Wealth Advisors, LLC 3.93% Reduce -1.2% 39,609 $7.5M
Bcwm, LLC 2.25% Add +0.6% 39,554 $7.5M
Lakeshore Financial Planning, Inc. 2.78% Reduce -2.1% 39,487 $7.5M
Ancora Advisors LLC 0.15% Reduce -1.2% 39,442 $7.5M
Shepherd Financial Partners LLC 0.71% Reduce -18.4% 39,379 $7.5M
Fortis Group Advisors, LLC 1.27% Reduce -10.2% 39,327 $7.4M
Calydon Capital 1.17% Reduce -61.0% 38,646 $7.3M
Westwood Holdings Group Inc. 0.05% New 38,299 $7.3M
First Washington CORP 1.94% No change 38,227 $7.3M
Intrepid Financial Planning Group LLC 2.76% Reduce -1.5% 38,178 $7.2M
Lifestyle Asset Management, Inc. 2.46% Reduce -32.6% 37,988 $7.2M
Black Diamond Financial, LLC 0.80% Add +587.3% 37,836 $7.2M
Precedent Wealth Partners, LLC 1.58% Add +14.6% 37,771 $7.2M
Curbstone Financial Management Corp 1.38% Reduce -1.3% 37,733 $7.2M
Gateway Wealth Partners, LLC 0.96% Add +15.3% 37,517 $7.1M
Magnus Financial Group LLC 0.56% Add +2.9% 37,332 $7.1M
Parsons Capital Management Inc. 0.40% Reduce -10.6% 37,292 $7.1M
Retirement Income Solutions, Inc. 1.21% Reduce -2.0% 37,202 $7.1M
Tower Research Capital LLC (TRC) 0.19% Add +138.2% 36,977 $7.0M
CapWealth Advisors, LLC 0.63% Add +0.4% 36,605 $6.9M
Well Done, LLC 1.18% Reduce -2.8% 36,488 $6.9M
Fire Capital Management LLC 3.97% Add +6.2% 36,471 $6.9M
Alexis Investment Partners, LLC 0.59% Reduce -22.6% 36,349 $6.9M
Black Maple Capital Management LP 4.96% Add +52.8% 36,050 $6.8M
Foundations Investment Advisors, LLC 0.10% Reduce -8.3% 35,859 $6.8M
Moore Capital Management, LP 0.14% Reduce -42.8% 35,788 $6.8M
Sagace Wealth Management LLC 4.62% Add +5.1% 35,771 $6.8M
HSBC Holdings PLC 0.00% Reduce -89.9% 35,700 $6.8M
First United Bank & Trust 2.19% Reduce -11.8% 35,635 $6.8M
CMG Global Holdings, LLC 3.30% Add +13.6% 35,694 $6.7M
Hilltop National Bank 1.65% No change 35,374 $6.7M
Verdence Capital Advisors LLC 0.38% Add +283.6% 34,754 $6.7M
Calamos Wealth Management LLC 0.24% Add +29.5% 35,072 $6.7M
Fca Corp. 1.84% Add +2.4% 34,990 $6.6M
Johnson Bixby & Associates, LLC 0.84% Reduce -5.7% 34,395 $6.5M
FineMark National Bank & Trust 0.21% Add +18.1% 34,365 $6.5M
Haverford Trust Co 0.06% Reduce -11.2% 34,240 $6.5M
Modus Advisors, LLC 1.77% Add +0.1% 34,236 $6.5M
Confluence Wealth Services, Inc. 0.32% Reduce -0.7% 33,936 $6.4M
Nations Financial Group Inc, /Ia/ 0.40% Reduce -0.5% 33,777 $6.4M
Old Mission Capital LLC 0.23% Reduce -81.6% 33,690 $6.4M
Signal Tree Financial Partners LLC 5.05% Add +4.3% 33,546 $6.4M
WealthShield Partners, LLC 0.72% Reduce -2.5% 33,373 $6.3M
Commerce Bank 0.04% Reduce -4.9% 33,188 $6.3M
McHugh Group, LLC 3.80% Add +0.0% 33,099 $6.3M
Tocqueville Asset Management L.P. 0.09% Reduce -1.2% 32,911 $6.2M
Fifth Third Wealth Advisors LLC 0.23% Add +4.2% 32,813 $6.2M
Vantage Financial Partners, LLC 1.31% Add +18.2% 32,810 $6.2M
Prospera Financial Services Inc 0.11% Reduce -17.5% 32,469 $6.2M
PMG Wealth Management, Inc. 4.67% Add +2.2% 32,372 $6.1M
Eldridge Investment Advisors, Inc. 1.39% Reduce -2.0% 32,107 $6.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.72% Add +2.6% 32,017 $6.1M
Smith, Moore & Co. 0.46% Reduce -0.2% 31,859 $6.0M
Financial Guidance Group, Inc. 2.70% Add +9.9% 31,750 $6.0M
Floyd Financial Group LLC 4.46% Add +3.1% 32,203 $6.0M
Cordgrass Capital Advisors, LLC 1.49% Reduce -0.2% 31,697 $6.0M
Focus Financial Network, Inc. 0.21% Add +1.2% 31,630 $6.0M
Apollon Wealth Management, LLC 0.11% Reduce -1.6% 31,368 $6.0M
Stone Summit Wealth LLC 1.69% Reduce -2.8% 31,321 $5.9M
Garden State Investment Advisory Services LLC 1.49% Reduce -3.8% 31,092 $5.9M
Ehrenkranz Partners L.P. 5.13% — 30,845 $5.9M
Harel Insurance Investments & Financial Services Ltd. 0.05% Reduce -37.6% 31,639 $5.8M
Baring Financial LLC 3.96% Reduce -6.6% 30,633 $5.8M
General American Investors Co. Inc. 0.36% No change 30,611 $5.8M
Cherry Tree Wealth Management, LLC 1.27% Add +1.5% 30,527 $5.8M
Delta Wealth Advisors LLC 4.53% Add +3.6% 30,506 $5.8M
Grant Street Asset Management, Inc. 1.22% Reduce -1.4% 30,479 $5.8M
Bulltick Wealth Management, LLC 1.36% Reduce -5.5% 30,429 $5.8M
Great Diamond Partners, LLC 1.12% Add +1.7% 30,424 $5.8M
Simmons Bank 0.38% Add +3.4% 30,367 $5.8M
Pinnacle Wealth Management Group, Inc. 2.95% Add +3.5% 30,308 $5.7M
Inkwell Capital LLC 5.84% Reduce -1.7% 30,115 $5.7M
Atlantic Edge Private Wealth Management, LLC 1.46% Reduce -2.9% 30,027 $5.7M
Thoroughbred Financial Services, LLC 0.35% Add +2.6% 29,992 $5.7M
San Luis Wealth Advisors LLC 1.03% Add +5.7% 29,988 $5.7M
Modern Wealth Management, LLC 0.11% Reduce -10.8% 29,966 $5.7M
Redhawk Wealth Advisors, Inc. 0.66% Add +9.4% 29,920 $5.7M
Northern Trust Corp. 0.00% Reduce -12.4% 29,591 $5.6M
Abundance Wealth Counselors 0.96% Add +5.6% 29,524 $5.6M
Diversified Trust Co. 0.11% Add +33.0% 29,490 $5.6M
Benchmark Financial Wealth Advisors, LLC 1.67% Reduce -3.6% 29,273 $5.6M
U.S. Capital Wealth Advisors, LLC 0.15% Reduce -6.6% 29,117 $5.5M
Prime Capital Investment Advisors, LLC 0.07% Add +18.0% 29,100 $5.5M
Pettinga Financial Advisors LLC 1.08% Add +11.5% 29,075 $5.5M
Global Wealth Management, LLC 2.89% Reduce -0.8% 29,012 $5.5M
Paces Ferry Wealth Advisors, LLC 2.28% Add +0.6% 28,885 $5.5M
CRA Financial Services, LLC 0.75% Reduce -2.9% 28,830 $5.5M
Optima Capital LLC 2.65% Add +1.1% 28,829 $5.5M
Arkos Global Advisors 0.70% Add +107.7% 28,806 $5.5M
Elgethun Capital Management 0.99% Reduce -7.8% 28,652 $5.4M
Partners Capital Investment Group, LLP 0.22% Add +0.4% 28,572 $5.4M
Azimuth Capital Investment Management LLC 0.19% Reduce -0.0% 28,280 $5.4M
Darrow Company, Inc. 2.48% Reduce -1.5% 28,122 $5.3M
Global Retirement Partners, LLC 0.12% Reduce -43.2% 28,110 $5.3M
Phoenix Wealth Advisors 2.05% Reduce -7.5% 28,075 $5.3M
Lumbard & Kellner, LLC 1.96% Reduce -3.6% 28,031 $5.3M
SkyView Investment Advisors, LLC 0.67% Add +6.9% 27,825 $5.3M
Vontobel Holding Ltd. 0.02% Reduce -5.8% 27,769 $5.3M
Menora Mivtachim Holdings LTD. 0.03% Add +30.6% 27,765 $5.3M
Marino, Stram & Associates LLC 0.94% Add +1.3% 27,671 $5.2M
Clear Harbor Asset Management, LLC 0.37% Add +4.6% 27,647 $5.2M
Garner Asset Management Corp 2.11% Add +44.8% 27,616 $5.2M
Meridian Investment Counsel Inc. 1.29% Add +0.0% 27,561 $5.2M
Alta Wealth Advisors LLC 1.87% New 27,525 $5.2M
Milestone Investment Advisors LLC 1.29% Reduce -0.8% 27,319 $5.2M
Snowden Capital Advisors LLC 0.14% Add +7.3% 27,204 $5.2M
Horizon Wealth Management, LLC 0.76% Reduce -3.9% 27,147 $5.1M
Orion Capital Management LLC 1.78% Reduce -0.1% 26,968 $5.1M
Sage Capital Management, LLC 2.30% Add +0.2% 26,935 $5.1M
Steinberganna Wealth Management 2.40% — 26,891 $5.1M
Taylor & Morgan Wealth Management, LLC 3.12% Reduce -8.4% 26,813 $5.1M
Credit Agricole S A 0.02% — 26,791 $5.1M
Grange Capital, LLC 4.90% Reduce -4.3% 26,749 $5.1M
Sollinda Capital Management LLC 1.39% Reduce -78.1% 26,735 $5.1M
Lunt Capital Management, Inc. 1.94% Add +16.5% 26,697 $5.1M
World Investment Advisors 0.10% Reduce -0.8% 26,585 $5.0M
Wakefield Asset Management LLLP 1.37% Add +1.1% 26,407 $5.0M
Pettyjohn, Wood & White, Inc. 0.83% Add +0.5% 26,381 $5.0M
Teramo Advisors, LLC 1.80% New 26,300 $5.0M
Market Street Wealth Management Advisors LLC 0.79% Reduce -0.0% 26,248 $5.0M
Caprock Group, LLC 0.12% — 26,329 $5.0M
Lester Murray Antman dba SimplyRich 1.34% No change 26,084 $4.9M
GC Wealth Management RIA, LLC 0.16% Reduce -23.0% 26,022 $4.9M
FSM Wealth Advisors, LLC 0.69% Reduce -3.2% 25,701 $4.9M
Atlas Wealth LLC 2.07% Reduce -70.6% 25,533 $4.8M
Mutual Advisors, LLC 0.11% Add +2.9% 25,284 $4.8M
Birch Hill Investment Advisors LLC 0.20% Add +0.6% 25,368 $4.8M
Genesis Private Wealth, LLC 2.02% Add +0.9% 25,315 $4.8M
BlueChip Wealth Advisors LLC 2.05% Reduce -7.4% 25,248 $4.8M
Acorn Wealth Advisors, LLC 1.50% Add +16.8% 25,148 $4.8M
Balefire, LLC 0.95% Reduce -2.6% 25,087 $4.8M
Wealthfront Advisers LLC 0.01% Reduce -9.1% 24,978 $4.7M
Bison Wealth, LLC 0.44% Add +4.5% 25,195 $4.7M
Krilogy Financial LLC 0.18% Add +23.6% 25,155 $4.7M
GWN Securities Inc. 1.09% Add +15.3% 24,792 $4.7M
Investment Advisory Services Inc. /TX 1.48% Add +1.4% 24,793 $4.7M
Silver Oak Securities, Incorporated 0.35% Add +14.6% 24,791 $4.7M
Cannon Advisors, Inc. 3.16% Reduce -0.7% 24,588 $4.7M
Defined Wealth Management, LLC 2.72% Reduce -0.4% 24,694 $4.7M
Atom Investors LP 0.35% Reduce -59.9% 24,366 $4.6M
Cannell & Spears LLC 0.09% Add +3.6% 24,364 $4.6M
Moors & Cabot, Inc. 0.20% Add +20.5% 24,292 $4.6M
Sunbelt Securities, Inc. 0.32% Add +130.6% 24,193 $4.6M
Strategy Asset Managers LLC 0.82% Reduce -7.0% 24,083 $4.6M
Evoke Wealth, LLC 0.10% Add +2.7% 24,069 $4.6M
Joseph P. Lucia & Associates, LLC 1.71% Add +5.1% 23,962 $4.5M
O'shaughnessy Asset Management, LLC 0.03% Reduce -5.1% 23,925 $4.5M
Gries Financial LLC 0.72% Add +20.9% 23,858 $4.5M
Amplius Wealth Advisors, LLC 0.39% Reduce -41.0% 23,846 $4.5M
Raffa Wealth Management, LLC 0.81% Add +0.4% 23,775 $4.5M
Park Avenue Securities LLC 0.04% Reduce -7.8% 23,728 $4.5M
Oxbow Advisors, LLC 0.42% Reduce -3.1% 23,599 $4.5M
O'ROURKE & COMPANY, Inc 1.86% Add +0.5% 23,466 $4.5M
CVFG LLC 3.20% Add +0.5% 23,340 $4.4M
RMR Capital Management, LLC 3.09% Add +1.4% 23,331 $4.4M
Fonville Wealth Management LLC 0.99% Reduce -8.9% 23,243 $4.4M
Roundview Capital LLC 0.28% Reduce -22.9% 23,124 $4.4M
Beese Fulmer Investment Management, Inc. 0.30% Add +1.9% 23,059 $4.4M
Atria Investments, Inc 0.05% Reduce -12.2% 23,026 $4.4M
Fulton Breakefield Broenniman LLC 0.28% Reduce -0.5% 23,022 $4.4M
PFG Advisors 0.18% Reduce -6.2% 22,991 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.01% New 22,911 $4.3M
GTS Securities LLC 0.17% New 22,883 $4.3M
Investment House LLC 0.21% Add +326.6% 22,874 $4.3M
Founders Financial Securities LLC 0.29% Reduce -41.6% 22,788 $4.3M
B. Riley Wealth Advisors, Inc. 0.21% Add +12.0% 22,772 $4.3M
Bokf, NA 0.06% Add +7.9% 22,721 $4.3M
Sunpointe, LLC 1.55% Add +13.3% 22,645 $4.3M
NDWM LLC 2.91% Reduce -38.7% 22,573 $4.3M
Nwam LLC 0.23% Reduce -10.7% 22,465 $4.3M
Access Financial Services, Inc. 1.54% Reduce -15.5% 22,356 $4.2M
Advisors Preferred, LLC 0.62% Reduce -16.0% 22,251 $4.2M
Koss-Olinger Consulting, LLC 0.35% No change 23,250 $4.2M
Madison Wealth Partners, Inc 0.83% Reduce -5.8% 22,235 $4.2M
Gator Capital Management, LLC 1.08% Add +0.3% 22,162 $4.2M
Hilltop Holdings Inc. 0.22% Add +5.4% 22,052 $4.2M
Rye Brook Capital LLC 3.52% Add +12.8% 22,050 $4.2M
Roger Wittlin Investment Advisory, LLC 2.31% Reduce -0.2% 21,935 $4.2M
Coastal Bridge Advisors, LLC 0.32% Add +2.8% 21,922 $4.2M
Moneta Group Investment Advisors LLC 0.03% Add +10.1% 21,872 $4.1M
First Horizon Corp. 0.19% — 21,722 $4.1M
Excalibur Management Corp. 1.49% Reduce -0.6% 21,638 $4.1M
Bailard, Inc. 0.09% Add +1.0% 21,611 $4.1M
Howland Capital Management LLC 0.16% Add +0.0% 21,594 $4.1M
Costello Asset Management, INC 1.37% Add +12.7% 21,561 $4.1M
Central Pacific Bank - Trust Division 0.51% Add +3.7% 21,535 $4.1M
Equity Investment Corp. 0.09% Add +0.4% 21,462 $4.1M
Mgo One Seven LLC 0.09% Add +24.9% 21,444 $4.1M
HBK Sorce Advisory LLC 0.10% Reduce -18.2% 21,526 $4.1M
International Assets Investment Management, LLC 0.33% No change 22,095 $4.1M
Sheets Smith Wealth Management 0.46% Reduce -5.0% 21,396 $4.1M
Carret Asset Management, LLC 0.39% Add +6.2% 21,264 $4.0M
Curi Capital, LLC 0.07% Add +3.1% 21,235 $4.0M
Tranquilli Financial Advisor LLC 2.36% Reduce -26.0% 21,062 $4.0M
Maltin Wealth Management, Inc. 1.66% Reduce -1.5% 21,060 $4.0M
Trueblood Wealth Management, LLC 1.56% Add +1.3% 21,060 $4.0M
CPC Advisors, LLC 0.42% Add +2.0% 20,989 $4.0M
Meridian Financial Advisors, LLC 2.24% Reduce -2.9% 20,949 $4.0M
Stock Yards Bank & Trust Co. 0.12% Reduce -5.3% 20,924 $4.0M
Steel Grove Capital Advisors, LLC 0.47% No change 21,786 $4.0M
Maripau Wealth Management LLC 1.99% Add +7.9% 20,855 $4.0M
Freedom Day Solutions, LLC 1.07% Add +20.6% 20,828 $4.0M
Orion Porfolio Solutions, LLC 0.03% Reduce -15.3% 20,622 $3.9M
Great Valley Advisor Group, Inc. 0.08% Reduce -0.7% 20,603 $3.9M
Patten & Patten Inc. 0.23% Reduce -4.7% 20,415 $3.9M
Viawealth, LLC 2.11% Reduce -0.5% 20,401 $3.9M
Sowell Financial Services LLC 0.15% Add +23.2% 20,356 $3.9M
Prostatis Group LLC 0.96% Add +6.9% 20,237 $3.8M
Telos Capital Management, Inc. 0.37% Add +3.5% 20,177 $3.8M
KPP Advisory Services LLC 0.56% Add +5.3% 20,035 $3.8M
Lockheed Martin Investment Management Co. 0.14% No change 20,000 $3.8M
Kingsview Wealth Management, LLC 0.06% Add +10.1% 19,966 $3.8M
Bearing Point Capital, LLC 0.65% No change 19,962 $3.8M
Kennicott Capital Management LLC 1.83% Add +3.2% 19,949 $3.8M
Capital Analysts, LLC 0.11% Add +75.5% 19,936 $3.8M
Catalina Capital Group, LLC 2.32% Reduce -10.9% 19,871 $3.8M
First National Bank of Mount Dora, Trust Investment Services 0.83% Reduce -0.5% 19,827 $3.8M
Jacobi Capital Management LLC 0.23% Reduce -1.6% 19,805 $3.8M
Sax Wealth Advisors, LLC 0.20% Add +2.6% 19,790 $3.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.25% No change 19,802 $3.7M
Independent Advisor Alliance 0.10% Add +18.3% 19,684 $3.7M
First PREMIER Bank 0.85% Reduce -0.8% 19,683 $3.7M
REDW Wealth LLC 1.40% Reduce -0.6% 19,498 $3.7M
Romano Brothers and Company 0.42% Reduce -3.2% 19,489 $3.7M
Clear Creek Financial Management, LLC 0.32% Reduce -1.1% 19,488 $3.7M
Evolution Wealth Advisors, LLC 0.50% No change 19,436 $3.7M
Mosaic Financial Group, LLC 2.62% Add +0.1% 19,414 $3.7M
Wick Capital Partners, LLC 0.88% Reduce -92.0% 19,387 $3.7M
LexAurum Advisors, LLC 0.52% Add +9.4% 19,367 $3.7M
One Capital Management, LLC 0.12% Add +304.8% 19,104 $3.6M
Valmark Advisers, Inc. 0.05% Add +16.1% 19,027 $3.6M
Lionsbridge Wealth Management LLC 3.55% Add +65.5% 19,013 $3.6M
Moloney Securities Asset Management, LLC 0.43% Add +1.2% 18,913 $3.6M
Keystone Financial Group 0.27% Add +3.5% 18,833 $3.6M
WASHINGTON TRUST Co 0.12% Add +2.2% 18,610 $3.5M
Apexium Financial, LP 0.17% Add +0.1% 18,598 $3.5M
Highland Capital Management, LLC 0.17% Reduce -1.6% 18,470 $3.5M
Cowa, LLC 1.23% Add +2.9% 18,273 $3.5M
Financial Enhancement Group LLC 0.47% Reduce -3.7% 18,143 $3.5M
BostonPremier Wealth LLC 1.72% Reduce -52.7% 18,259 $3.5M
Ironsides Asset Advisors, LLC 0.89% No change 18,240 $3.5M
Weil Company, Inc. 0.83% Reduce -12.2% 18,171 $3.4M
Kelly Financial Group LLC 0.91% Reduce -7.1% 18,032 $3.4M
Martel Wealth Advisors LLC 0.60% Add +2.3% 18,031 $3.4M
Verity Asset Management, Inc. 1.11% Add +1.9% 17,931 $3.4M
Wellspring Financial Advisors, LLC 0.31% Reduce -0.3% 17,891 $3.4M
Baker Ellis Asset Management LLC 0.41% Reduce -6.6% 17,673 $3.4M
Renasant Bank 2.13% Reduce -1.7% 17,664 $3.4M
Global Financial Private Client, LLC 1.18% Reduce -3.3% 17,462 $3.3M
Legacy Private Trust Co. 0.20% Reduce -1.1% 17,433 $3.3M
Jordan Park Group LLC 0.19% No change 17,200 $3.3M
Axxcess Wealth Management, LLC 0.07% Reduce -8.1% 17,085 $3.2M
Private Client Services, LLC 1.08% Reduce -64.0% 17,033 $3.2M
Bessemer Group Inc. 0.00% Reduce -49.0% 17,027 $3.2M
Williams Jones Wealth Management, LLC. 0.04% Reduce -0.7% 16,854 $3.2M
ORG Partners LLC 0.59% Add +27.6% 16,787 $3.2M
Algorithmic Investment Models, LLC 2.12% Add +0.6% 16,804 $3.2M
Van Hulzen Asset Management, LLC 0.23% Reduce -6.6% 16,475 $3.1M
Wedbush Securities Inc. 0.10% Reduce -0.7% 16,472 $3.1M
Ashton Thomas Private Wealth, LLC 0.08% Add +71.2% 16,350 $3.1M
Brightwater Advisory LLC 2.13% Reduce -2.7% 16,349 $3.1M
Ceera Investments, LLC 0.96% Add +241.0% 16,272 $3.1M
SMART Wealth LLC 1.16% Add +671.3% 16,258 $3.1M
Bouchey Financial Group, Ltd. 0.24% Reduce -3.7% 16,227 $3.1M
Composition Wealth, LLC 0.05% Add +56.1% 16,171 $3.1M
Alexander Labrunerie & Co., Inc. 1.14% Add +58.6% 16,086 $3.1M
Jaffetilchin Investment Partners, LLC 0.18% Add +14.2% 15,695 $3.0M
Aspiriant, LLC 0.09% Reduce -14.1% 15,650 $3.0M
Alpha Omega Wealth Management LLC 0.49% Reduce -1.0% 15,487 $2.9M
Exit Wealth Advisors, LLC. 1.95% — 15,444 $2.9M
Ciovacco Capital Management LLC 1.47% Reduce -9.4% 15,418 $2.9M
Delta Investment Management, LLC 0.52% Reduce -3.6% 15,398 $2.9M
GEM Asset Management, LLC 1.38% Reduce -11.7% 15,305 $2.9M
Counterweight Ventures, LLC 1.70% Reduce -35.8% 15,307 $2.9M
AdvisorNet Financial, Inc 0.16% Add +3.0% 15,293 $2.9M
BigSur Wealth Management LLC 0.71% Reduce -3.8% 15,284 $2.9M
Private Advisory Group LLC 0.25% Add +33.1% 15,259 $2.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -54.4% 15,259 $2.9M
Drexel Morgan & Co. 0.45% No change 15,215 $2.9M
Intellectus Partners, LLC 0.56% Add +1.7% 15,207 $2.9M
Tiaa Trust, National Association 0.01% Add +27.6% 15,165 $2.9M
Tandem Investment Partners LLC 2.36% No change 15,125 $2.9M
Merkkuri Wealth Advisors LLC 2.08% Reduce -15.1% 15,092 $2.9M
Itau Unibanco Holding S.A. 0.10% Reduce -1.8% 14,953 $2.8M
Private Trust Co. NA 0.25% Add +0.1% 14,853 $2.8M
Pinnacle Wealth Planning Services, Inc. 0.33% Add +23.0% 14,841 $2.8M
Epiq Partners, LLC 1.37% Reduce -6.6% 14,832 $2.8M
Marco Investment Management LLC 0.22% Add +0.8% 14,828 $2.8M
Flow Traders U.S. LLC 0.11% New 14,796 $2.8M
St Germain D J Co. Inc. 0.11% Reduce -5.2% 14,782 $2.8M
Farmers National Bank 0.66% Add +4.2% 14,754 $2.8M
Schrum Private Wealth Management LLC 2.05% Reduce -1.9% 14,750 $2.8M
Pinnacle Financial Partners Inc 0.07% Reduce -36.0% 14,706 $2.8M
American Capital Advisory, LLC 1.29% Add +0.2% 14,657 $2.8M
Delos Wealth Advisors, LLC 1.86% Add +6.5% 14,549 $2.8M
Tsfg, LLC 0.44% Reduce -0.1% 14,542 $2.8M
Cushing Capital Partners, LLC 2.15% Reduce -0.2% 14,460 $2.7M
Picton Mahoney Asset Management 0.04% Reduce -16.1% 14,457 $2.7M
Keystone Wealth Services, LLC 0.60% Reduce -2.9% 14,427 $2.7M
Smith Chas P & Associates Pa Cpas 0.24% Reduce -0.5% 14,325 $2.7M
Belpointe Asset Management LLC 0.10% Reduce -0.6% 14,324 $2.7M
Fourth Dimension Wealth, LLC 1.03% Add +14.5% 14,282 $2.7M
Dana Investment Advisors, Inc. 0.08% Reduce -17.2% 14,263 $2.7M
Empowered Funds, LLC 0.03% Add +5.7% 14,259 $2.7M
Bigelow Investment Advisors, LLC 1.09% Add +21.9% 14,222 $2.7M
SteelPeak Wealth, LLC 0.09% Add +136.3% 14,155 $2.7M
Wood Tarver Financial Group, LLC 0.79% Add +3.8% 14,132 $2.7M
Godshalk Welsh Capital Management, Inc. 1.53% Add +1.0% 14,082 $2.7M
Simplicity Wealth,LLC 0.15% Reduce -39.7% 14,071 $2.7M
Visionary Horizons, LLC 1.49% Reduce -57.9% 14,053 $2.7M
Heritage Wealth Advisors 0.12% Add +1.7% 14,037 $2.7M
Edgestream Partners, L.P. 0.08% Add +132.5% 14,013 $2.7M
Integrity Alliance, Llc. 0.13% Add +14.3% 14,007 $2.7M
Davis R M Inc. 0.05% Reduce -3.8% 14,006 $2.7M
GM Advisory Group, LLC 0.11% Reduce -46.5% 13,996 $2.7M
Joel Isaacson & Co., LLC 0.10% Add +30.3% 13,961 $2.6M
Waterford Advisors, LLC 0.91% Add +1727.8% 13,928 $2.6M
Wingate Wealth Advisors, Inc. 1.83% Reduce -0.0% 13,925 $2.6M
Transcend Capital Advisors, LLC 0.19% Add +8.3% 13,864 $2.6M
WealthPLAN Partners, LLC 0.39% Add +2.2% 13,846 $2.6M
Meadow Creek Wealth Advisors LLC 1.74% Reduce -3.8% 14,030 $2.6M
First National Trust Co 0.09% Reduce -28.1% 13,825 $2.6M
Soundwatch Capital LLC 0.42% Reduce -2.7% 13,819 $2.6M
Fortune Financial Advisors, LLC 1.97% Reduce -2.3% 13,810 $2.6M
Lyell Wealth Management, LP 0.19% Add +1.2% 13,784 $2.6M
Francis Financial, Inc. 0.47% Add +0.3% 13,776 $2.6M
SlateStone Wealth, LLC 0.23% Add +5.7% 13,729 $2.6M
Investment Research Partners LLC 1.17% — 13,779 $2.6M
MJP Associates Inc. 0.34% Reduce -1.2% 13,670 $2.6M
Moneco Advisors, LLC 0.22% Reduce -11.3% 13,618 $2.6M
Klingman & Associates, LLC 0.13% Reduce -4.0% 13,608 $2.6M
Centaurus Financial, Inc. 0.12% Reduce -33.3% 13,503 $2.6M
Mark Sheptoff Financial Planning, LLC 1.23% Add +24.6% 13,497 $2.6M
Chicago Partners Investment Group LLC 0.07% Add +6.2% 13,352 $2.5M
Certuity, LLC 0.17% Add +163.7% 13,344 $2.5M
WESPAC Advisors, LLC 1.47% Add +45.0% 13,285 $2.5M
Burns J W & Co. Inc. 0.29% Add +0.4% 13,281 $2.5M
Fiduciary Group, LLC 0.22% Reduce -2.1% 13,185 $2.5M
M Holdings Securities, Inc. 0.53% New 13,138 $2.5M
Meridian Wealth Management, LLC 0.10% Add +5.8% 13,125 $2.5M
Diversify Advisory Services, LLC 0.08% Reduce -9.9% 13,253 $2.5M
BCS Private Wealth Management, Inc. 0.89% Add +2.2% 13,088 $2.5M
Kiley Juergens Wealth Management, LLC 0.55% New 13,064 $2.5M
Greenwich Wealth Management LLC 0.12% Add +5.1% 13,046 $2.5M
Laraway Financial Advisors Inc 1.69% Reduce -0.1% 13,044 $2.5M
Sincerus Advisory, LLC 2.12% Add +9.9% 13,020 $2.5M
Whittier Trust Co. 0.03% Add +0.0% 12,901 $2.5M
Merit Financial Group, LLC 0.02% Reduce -28.6% 12,908 $2.4M
Procyon Advisors, LLC 0.14% Reduce -1.1% 12,772 $2.4M
CoreFirst Bank & Trust 1.31% Reduce -0.8% 12,751 $2.4M
Provident Wealth Management, LLC 0.73% Reduce -1.3% 12,746 $2.4M
Battery Global Advisors, LLC 1.13% Add +0.4% 12,710 $2.4M
Paulson Wealth Management Inc. 0.57% Add +148.7% 12,700 $2.4M
Kingswood Wealth Advisors, LLC 0.14% Add +26.8% 12,628 $2.4M
Tudor Financial Inc. 1.27% Add +1.9% 12,606 $2.4M
Tranquility Partners, LLC 0.81% Reduce -7.2% 12,599 $2.4M
Welch Capital Partners LLC 0.49% No change 12,488 $2.4M
Meridian Wealth Advisors, LLC 0.34% Add +19.1% 12,486 $2.4M
Conservest Capital Advisors, Inc. 0.22% Reduce -0.9% 12,438 $2.4M
Pension & Wealth Management Advisors, Inc. 0.74% Add +0.0% 12,422 $2.4M
Sagespring Wealth Partners, LLC 0.05% Add +86.5% 12,304 $2.3M
Consolidated Portfolio Review Corp 0.29% Add +3.1% 12,269 $2.3M
Compass Wealth Management, LLC 1.03% Reduce -1.6% 12,250 $2.3M
Riverbend Wealth Management, LLC 1.62% Reduce -0.3% 12,236 $2.3M
Fiduciary Alliance LLC 0.16% Add +2.1% 12,221 $2.3M
Wesbanco Bank Inc. 0.06% Add +1.9% 12,187 $2.3M
Alpha Financial Partners LLC 1.50% Add +6.8% 12,144 $2.3M
Everest Private Wealth 1.46% Add +0.0% 12,088 $2.3M
Compound Planning, Inc. 0.07% Add +44.3% 12,047 $2.3M
Purkiss Capital Advisors LLC 1.09% Add +21.5% 12,036 $2.3M
Litman Gregory Wealth Management LLC 0.17% Reduce -0.6% 12,020 $2.3M
MTM Investment Management, LLC 0.72% Reduce -1.3% 12,015 $2.3M
BTC Capital Management, Inc. 0.16% No change 12,000 $2.3M
BOK Financial Private Wealth, Inc. 0.14% Reduce -1.7% 11,994 $2.3M
Turning Point Benefit Group, Inc. 1.37% Add +146.2% 11,923 $2.3M
NovaPoint Capital, LLC 0.55% Reduce -29.4% 11,903 $2.3M
Charis Legacy Partners, LLC 3.36% Reduce -15.1% 11,876 $2.3M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -1.6% 11,872 $2.3M
Osborne Partners Capital Management, LLC 0.11% Reduce -10.5% 11,833 $2.2M
Triangle Securities Wealth Management 0.51% Reduce -4.3% 11,776 $2.2M
Spinnaker Trust 0.12% Add +12.0% 11,772 $2.2M
Trilogy Capital Inc. 0.10% Reduce -48.0% 11,771 $2.2M
M&T Bank Corp 0.01% Add +4.5% 11,769 $2.2M
Dodds Wealth, LLC 0.55% Add +0.0% 11,759 $2.2M
BKM Wealth Management, LLC 0.82% Reduce -0.1% 11,725 $2.2M
Fearless Solutions, LLC dba Best Invest 1.42% Add +8.0% 11,653 $2.2M
KWB Wealth 0.24% Add +0.6% 12,130 $2.2M
Biondo Investment Advisors, LLC 0.28% Add +4.4% 11,620 $2.2M
Pacific Capital Wealth Advisors, Inc. 0.38% Reduce -11.8% 11,560 $2.2M
Guyasuta Investment Advisors Inc. 0.13% Add +6.1% 11,556 $2.2M
Natixis Advisors, LLC 0.00% Add +13.6% 11,534 $2.2M
Archer Investment Management, LLC 1.34% Add +22.7% 11,501 $2.2M
Asset Allocation & Management Company, LLC 0.93% No change 11,468 $2.2M
Outlook Wealth Advisors, LLC 0.54% Reduce -0.0% 11,375 $2.2M
Gerber Kawasaki Wealth & Investment Management 0.07% Reduce -3.7% 11,333 $2.2M
Peak Planning Group, LLC 1.12% Reduce -3.9% 11,315 $2.1M
LGL Partners, LLC 0.91% Add +0.4% 11,313 $2.1M
Pine Valley Investments Ltd Liability Co 0.11% Add +7.0% 11,306 $2.1M
Net Worth Advisory Group 0.62% Reduce -1.9% 11,269 $2.1M
TFR Capital, LLC. 0.71% Add +1.1% 11,237 $2.1M
Lanark Financial, Inc. 0.16% Reduce -30.8% 11,155 $2.1M
Patriot Investment Management Group, Inc. 0.14% Add +0.2% 11,151 $2.1M
Louisbourg Investments Inc. 0.46% Reduce -35.1% 15,350 $2.1M
Root Financial Partners, LLC 0.13% Add +13.2% 11,085 $2.1M
Spire Wealth Management 0.07% Add +1.7% 11,083 $2.1M
First Merchants Corp. 0.08% Reduce -13.6% 11,002 $2.1M
Whittier Trust Co. of Nevada Inc. 0.04% Add +1.9% 10,841 $2.1M
Yakira Capital Management, Inc. 0.78% Add +220.1% 10,919 $2.1M
Concentric Capital Strategies, LP 0.10% New 10,917 $2.1M
EagleClaw Capital Managment, LLC 0.29% Reduce -3.1% 10,830 $2.1M
Sanders Morris Harris LLC 0.27% New 10,804 $2.0M
Roman Butler Fullerton & Co. 0.55% Add +67.0% 10,862 $2.0M
Valued Retirements, Inc. 2.30% No change 11,235 $2.0M
Fortis Capital Advisors, LLC 0.32% Reduce -1.2% 10,757 $2.0M
Regal Investment Advisors LLC 0.13% Add +14.0% 10,698 $2.0M
Cahill Financial Advisors Inc. 0.23% Reduce -22.1% 10,674 $2.0M
Beacon Financial Advisory LLC 0.46% Add +9.7% 10,574 $2.0M
Main Street Financial Solutions, LLC 0.13% Reduce -0.8% 10,573 $2.0M
Boston Partners 0.00% New 11,516 $2.0M
Strategic Financial Concepts, LLC 0.29% Add +3.2% 10,507 $2.0M
Afg Fiduciary Services Limited Partnership 1.16% Reduce -0.7% 10,471 $2.0M
Milestone Asset Management Group, LLC 1.25% Add +2.6% 10,485 $2.0M
Monument Capital Management 0.50% Reduce -14.8% 10,440 $2.0M
Creekside Partners 0.87% Add +0.2% 10,392 $2.0M
Reyes Financial Architecture, Inc. 1.34% New 10,372 $2.0M
Lord & Richards Wealth Management, LLC 1.80% Add +10.3% 10,361 $2.0M
Texas Capital Bank Wealth Management Services Inc 0.16% Add +0.8% 10,311 $2.0M
Western Wealth Management, LLC 0.10% Add +7.1% 10,271 $1.9M
Savant Capital, LLC 0.01% Add +3.4% 10,269 $1.9M
UMB Bank, n.a. 0.03% Reduce -2.0% 10,243 $1.9M
Ameraudi Asset Management, Inc. 1.17% Add +0.9% 10,218 $1.9M
Inscription Capital, LLC 0.21% Add +33.3% 10,194 $1.9M
Natixis 0.01% Add +68.8% 10,158 $1.9M
Parisi Gray Wealth Management 0.50% Reduce -3.5% 10,116 $1.9M
Evergreen Capital Management LLC 0.05% Add +0.0% 10,109 $1.9M
Two Sigma Securities, LLC 0.28% Reduce -39.2% 10,099 $1.9M
OMNI 360 Wealth, Inc. 1.07% Add +1.9% 10,072 $1.9M
Walleye Trading LLC 0.03% Add +119.7% 10,070 $1.9M
TPG Advisors LLC 1.25% Add +123.1% 9,986 $1.9M
Mountain Pacific Investment Advisers LLC 0.30% Add +6.1% 9,977 $1.9M
Avestar Capital, LLC 0.14% Reduce -11.2% 9,974 $1.9M
Advisory Research Inc. 0.25% Reduce -4.1% 9,972 $1.9M
NWF Advisory Services Inc. 0.21% Reduce -1.5% 9,964 $1.9M
Daymark Wealth Partners, LLC 0.06% Reduce -4.8% 9,955 $1.9M
Macroview Investment Management LLC 1.42% Add +1.5% 9,947 $1.9M
Hobbs Group Advisors, LLC 0.59% Add +1.1% 9,942 $1.9M
NCM Capital Management, LLC 0.73% Reduce -8.2% 9,927 $1.9M
Highlander Partners, L.P. 0.66% No change 9,900 $1.9M
Brighton Jones LLC 0.04% Reduce -0.5% 9,865 $1.9M
AE Wealth Management LLC 0.01% Add +5.8% 9,796 $1.9M
Kovack Advisors, Inc. 0.17% Reduce -5.7% 9,784 $1.9M
Ground Swell Capital, LLC 4.00% New 9,577 $1.8M
Creative Financial Designs Inc. 0.12% Reduce -46.8% 9,547 $1.8M
Cypress Capital Group 0.22% Reduce -68.5% 9,535 $1.8M
American Investment Services, Inc. 0.43% No change 9,522 $1.8M
Marshall Financial Group, LLC 0.35% Reduce -9.5% 9,466 $1.8M
Park Square Financial Group, LLC 7.74% Reduce -41.5% 9,448 $1.8M
Visionary Wealth Advisors 0.08% Reduce -3.9% 9,401 $1.8M
Grove Bank & Trust 0.21% Reduce -0.8% 9,398 $1.8M
Country Club Bank 0.11% Reduce -0.2% 9,381 $1.8M
Moody LYNN Lieberson & Walker, LLC 0.10% No change 9,329 $1.8M
Deltec Asset Management LLC 0.29% Reduce -17.1% 9,317 $1.8M
Old National Bancorp 0.03% Add +3.2% 9,314 $1.8M
Manske Wealth Management 0.54% Reduce -1.6% 9,288 $1.8M
Noble Wealth Management PBC 0.93% — 9,230 $1.8M
Greykasell Wealth Strategies, Inc. 0.74% Reduce -6.2% 9,218 $1.7M
Elevation Point Wealth Partners, LLC 0.12% New 9,196 $1.7M
Tripletail Wealth Management, LLC 2.06% Reduce -2.7% 9,102 $1.7M
Israel Discount Bank of New York 5.14% New 9,155 $1.7M
Second Half Financial Partners, LLC 0.76% Add +15.0% 9,143 $1.7M
Kestra Investment Management, LLC 0.05% Add +160.1% 9,136 $1.7M
Journey Strategic Wealth LLC 0.05% Reduce -0.3% 9,115 $1.7M
Balentine LLC 0.06% No change 9,076 $1.7M
Ameritas Advisory Services, LLC 0.11% Reduce -50.1% 9,066 $1.7M
PFG Investments, LLC 0.09% Reduce -4.9% 9,049 $1.7M
Bantamac Capital, LLC 1.29% No change 9,025 $1.7M
Gilbert Capital Group, Inc. 1.31% Reduce -8.2% 8,949 $1.7M
Patten Group, Inc. 0.33% Add +12.2% 8,925 $1.7M
EFG Asset Management (Americas) Corp. 0.29% Add +7.0% 8,891 $1.7M
Prairiewood Capital, LLC 0.56% Reduce -0.3% 8,843 $1.7M
Axis Wealth Partners, LLC 0.98% Add +6.5% 8,823 $1.7M
Atlantic Union Bankshares Corp 0.03% Reduce -3.2% 8,818 $1.7M
Pandora Wealth, Inc. 1.01% Reduce -1.0% 8,813 $1.7M
ProVise Management Group, LLC 0.12% Add +6.9% 8,796 $1.7M
Avidian Wealth Enterprises, LLC 0.06% Reduce -4.6% 8,792 $1.7M
Signaturefd, LLC 0.03% Reduce -6.5% 8,789 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +0.6% 8,752 $1.7M
Pinnacle Family Advisors, LLC 0.72% Add +3.2% 8,736 $1.7M
Blue Capital, Inc. 1.23% Reduce -9.9% 8,705 $1.7M
Evelyn Partners Investment Management (Europe) Ltd 0.57% Add +1.0% 8,694 $1.6M
Verger Capital Management LLC 0.53% New 8,628 $1.6M
Quantbot Technologies LP 0.04% Reduce -53.9% 8,604 $1.6M
Abound Financial, LLC 0.65% Reduce -3.0% 8,601 $1.6M
Wilmington Savings Fund Society, FSB 0.04% Reduce -61.8% 8,570 $1.6M
Cypress Asset Management Inc. 0.37% Reduce -2.4% 8,565 $1.6M
Rehmann Capital Advisory Group 0.09% Reduce -4.0% 8,544 $1.6M
Clifford Swan Investment Counsel LLC 0.05% Add +114.0% 8,494 $1.6M
EverSource Wealth Advisors, LLC 0.06% Add +34.7% 8,401 $1.6M
Archford Capital Strategies, LLC 0.19% Add +1.8% 8,343 $1.6M
Salomon & Ludwin, LLC 0.14% Reduce -4.8% 8,234 $1.6M
NorthRock Partners, LLC 0.03% Add +79.7% 8,286 $1.6M
Strategic Wealth Partners, Ltd. 0.12% Add +22.0% 8,283 $1.6M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -0.1% 8,268 $1.6M
Mather Group, Llc. 0.02% Reduce -1.8% 8,265 $1.6M
Flagstar Securities, Inc. 0.48% Reduce -54.4% 8,261 $1.6M
Beaton Management Co. Inc. 0.71% Reduce -0.1% 8,249 $1.6M
Seelaus Asset Management LLC 1.26% Reduce -0.6% 8,240 $1.6M
Peregrine Asset Advisers, Inc. 0.47% Reduce -0.6% 8,200 $1.6M
Argent Trust Co 0.05% Reduce -0.9% 8,089 $1.5M
Principal Securities, Inc. 0.03% Reduce -24.3% 8,078 $1.5M
Regions Financial Corp. 0.01% Reduce -0.9% 8,070 $1.5M
American Institute for Advanced Investment Management, LLP 1.00% No change 8,054 $1.5M
Trail Ridge Investment Advisors, LLC 0.68% Add +1.6% 8,000 $1.5M
Darwin Wealth Management, LLC 0.48% Reduce -2.7% 7,924 $1.5M
Atticus Wealth Management, LLC 0.38% Add +73.8% 7,891 $1.5M
Heritage Wealth Management, Inc. 0.44% Reduce -2.5% 7,876 $1.5M
Aprio Wealth Management, LLC 0.15% Add +1.8% 7,865 $1.5M
Hollencrest Capital Management 0.05% Add +0.0% 7,852 $1.5M
Strathmore Capital Advisors, Inc. 0.61% Reduce -0.1% 7,826 $1.5M
Berkshire Asset Management LLC 0.06% Add +30.2% 7,761 $1.5M
Keystone Global Partners, LLC 0.75% Reduce -52.0% 7,718 $1.5M
YANKCOM Partnership 0.66% No change 7,700 $1.5M
Ardent Capital Management, Inc. 0.62% No change 7,655 $1.5M
Blue Chip Partners, LLC 0.11% Reduce -7.1% 7,608 $1.4M
Samalin Investment Counsel, LLC 0.50% Add +0.1% 7,605 $1.4M
PCG Wealth Advisors, LLC 0.42% New 7,598 $1.4M
Ascentis Independent Advisors 0.24% Add +40.9% 7,594 $1.4M
Keebeck Wealth Management 0.17% No change 7,591 $1.4M
Voisard Asset Management Group, Inc. 0.33% Reduce -51.2% 7,575 $1.4M
Marks Group Wealth Management, Inc 0.13% Reduce -1.7% 7,558 $1.4M
Quadcap Wealth Management, LLC 0.17% Reduce -5.1% 7,513 $1.4M
Bawa N Mallick Trust 0.54% Add +0.1% 7,511 $1.4M
Dupree Financial Group, LLC 0.55% Reduce -2.8% 7,502 $1.4M
Capital Management Associates 2.12% No change 7,500 $1.4M
Exchange Traded Concepts, LLC 0.01% Reduce -14.1% 7,482 $1.4M
Ocean Park Asset Management, LLC 0.06% Reduce -1.8% 7,461 $1.4M
Topsail Wealth Management, LLC 0.24% Reduce -0.7% 7,421 $1.4M
Midwest Trust Co 0.02% Add +7.1% 7,403 $1.4M
American Alpha Advisors, LLC 1.01% Add +56.7% 7,378 $1.4M
Independence Bank of Kentucky 0.18% Reduce -7.3% 7,346 $1.4M
AlphaStar Capital Management, LLC 0.12% Reduce -13.4% 7,346 $1.4M
Alpha Cubed Investments, LLC 0.05% Reduce -35.9% 7,279 $1.4M
Manufacturers Life Insurance Company, The 0.00% New 7,191 $1.4M
Rockbridge Investment Management, LCC 0.13% No change 7,184 $1.4M
Wellington Shields Capital Management, LLC 0.21% Reduce -2.4% 7,175 $1.4M
Trust Co. of Toledo NA 0.14% Reduce -4.0% 7,174 $1.4M
Twelve Points Wealth Management LLC 0.34% Reduce -44.2% 7,173 $1.4M
Onyx Bridge Wealth Group LLC 0.15% Add +3.5% 7,142 $1.4M
Banque Pictet & Cie SA 0.01% Reduce -4.3% 7,105 $1.3M
Cardiff Park Advisors, LLC 0.10% Add +0.1% 7,083 $1.3M
LOM Asset Management Ltd 0.41% No change 7,040 $1.3M
Sharkey, Howes & Javer 0.17% Reduce -22.0% 7,002 $1.3M
Alliance Wealth Management Group 0.29% No change 6,989 $1.3M
Towercrest Capital Management 0.21% No change 6,989 $1.3M
Vertex Planning Partners, LLC 0.25% Add +0.2% 6,964 $1.3M
Professional Advisory Services Inc. 0.16% Add +7.0% 6,960 $1.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -33.2% 6,955 $1.3M
RDA Financial Network 0.32% Add +0.7% 6,889 $1.3M
Covenant Asset Management, LLC 0.25% Add +3.6% 6,887 $1.3M
Madden Advisory Services, Inc. 0.55% Reduce -0.8% 6,865 $1.3M
Lighthouse Investment Partners, LLC 0.05% New 6,853 $1.3M
360 Financial, Inc. 0.42% Reduce -0.0% 6,827 $1.3M
Russell Investments Group, Ltd. 0.00% Add +82.2% 6,796 $1.3M
Oliver Luxxe Assets LLC 0.20% Add +14.8% 6,794 $1.3M
Madison Park Capital Advisors, LLC 1.05% Add +2.2% 6,761 $1.3M
Evermay Wealth Management LLC 0.15% Reduce -9.4% 6,760 $1.3M
GreatBanc Trust CO 0.88% — 6,750 $1.3M
Rossmore Private Capital 0.14% Reduce -2.2% 6,717 $1.3M
Avant Capital LLC 0.90% Add +0.0% 6,707 $1.3M
Tactive Advisors, LLC 0.36% Reduce -74.2% 6,668 $1.3M
Syverson Strege & Co 0.30% No change 6,597 $1.3M
Insight Advisors, LLC/ PA 0.19% Add +1.4% 6,586 $1.3M
PKS Advisory Services, LLC 0.29% Add +12.2% 6,509 $1.2M
Financial Advisory Corp 0.18% No change 6,504 $1.2M
SageView Advisory Group, LLC 0.04% Reduce -0.5% 6,502 $1.2M
Barrett & Company, Inc. 0.42% Reduce -2.0% 6,498 $1.2M
Provenance Wealth Advisors, LLC 0.16% No change 6,493 $1.2M
Sharp Wealth Advisory, LLC 0.67% Add +37.9% 6,458 $1.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.25% No change 6,463 $1.2M
Am Investment Strategies LLC 0.27% Add +1.7% 6,435 $1.2M
JGP Wealth Management, LLC 0.14% Reduce -4.7% 6,403 $1.2M
Stephens Consulting, LLC 0.42% No change 6,413 $1.2M
Per Stirling Capital Management, LLC. 0.15% Reduce -10.0% 6,410 $1.2M
McCarter Private Wealth Services LLC 0.62% Add +16.3% 6,409 $1.2M
Waddell & Associates, LLC 0.10% Reduce -0.3% 6,391 $1.2M
Jmac Enterprises LLC 0.24% Add +3.0% 6,389 $1.2M
Global Assets Advisory, LLC 0.36% Reduce -17.5% 6,351 $1.2M
Grantvest Financial Group LLC 0.83% Add +3.3% 6,339 $1.2M
Rooted Wealth Advisors, Inc. 0.37% Add +11.2% 6,271 $1.2M
Calton & Associates, Inc. 0.18% Reduce -11.6% 6,297 $1.2M
Boothe Investment Group, Inc. 0.44% Add +0.2% 6,293 $1.2M
Violich Capital Management, Inc. 0.14% No change 6,250 $1.2M
HHM Wealth Advisors, LLC 0.14% Reduce -0.2% 6,238 $1.2M
Opulen Financial Group LLC 0.90% Add +0.5% 6,234 $1.2M
Cornerstone Wealth Management, LLC 0.07% Add +4.0% 6,217 $1.2M
Mascagni Wealth Management, Inc. 0.91% Reduce -7.3% 6,200 $1.2M
KCM Investment Advisors LLC 0.04% Reduce -1.8% 6,171 $1.2M
Forum Financial Management, LP 0.02% Add +11.3% 6,170 $1.2M
North Star Investment Management Corp. 0.08% Add +1.7% 6,154 $1.2M
Obermeyer Wealth Partners 0.05% Add +0.4% 6,143 $1.2M
Silverlake Wealth Management LLC 0.29% Reduce -26.9% 6,126 $1.2M
Arrowroot Family Office, LLC 0.46% Add +2.7% 6,122 $1.2M
Coordinated Financial Services, Inc. 0.75% Reduce -2.7% 6,108 $1.2M
Sentry LLC 0.29% No change 6,098 $1.2M
Collective Family Office LLC 0.28% Add +1.4% 6,097 $1.2M
Perkins Coie Trust Co 0.22% No change 6,083 $1.2M
Intellus Advisors LLC 0.16% Reduce -0.4% 6,080 $1.2M
Colorado Capital Management, Inc. 0.45% No change 6,074 $1.2M
West Oak Capital, LLC 0.57% Reduce -6.2% 6,053 $1.1M
Principal Financial Group Inc. 0.00% No change 6,001 $1.1M
Davies Financial Advisors, Inc. 0.93% Reduce -4.3% 6,043 $1.1M
Cambridge Advisors Inc. 0.22% Add +1.1% 6,021 $1.1M
1832 Asset Management L.P. 0.00% No change 6,020 $1.1M
Aries Wealth Management 0.27% No change 6,008 $1.1M
Lathrop Investment Management Co. 0.21% Reduce -8.7% 5,995 $1.1M
Penobscot Investment Management Company, Inc. 0.09% Add +20.7% 5,983 $1.1M
Ritter Daniher Financial Advisory LLC / DE 0.20% Add +6003.1% 5,981 $1.1M
Retirement Investment Advisors, Inc. 0.09% No change 5,980 $1.1M
Private Wealth Asset Management, LLC 0.13% No change 5,979 $1.1M
D.B. Root & Company, LLC 0.29% Add +2.1% 5,956 $1.1M
Silvercrest Asset Management Group LLC 0.01% Add +3.4% 5,954 $1.1M
Perennial Investment Advisors, LLC 0.09% Add +0.3% 5,950 $1.1M
Chemistry Wealth Management LLC 0.22% Add +3.3% 5,943 $1.1M
Carrera Capital Advisors 0.20% Reduce -7.0% 5,942 $1.1M
Legacy PCG, LLC 0.68% Reduce -3.5% 5,935 $1.1M
Ritholtz Wealth Management 0.02% Add +1.4% 5,931 $1.1M
Magnolia Capital Advisors LLC 0.29% Reduce -13.7% 5,919 $1.1M
Yarger Wealth Strategies, LLC 0.51% Add +0.4% 5,914 $1.1M
Sandbox Financial Partners, LLC 0.32% Reduce -2.5% 5,883 $1.1M
JMG Financial Group, Ltd. 0.03% No change 5,877 $1.1M
Phraction Management LLC 0.34% Add +48.6% 5,858 $1.1M
Burling Wealth Partners, LLC 0.18% Add +0.2% 5,839 $1.1M
Leigh Baldwin & Co., LLC 0.62% Add +0.2% 5,834 $1.1M
Charter Research & Investment Group, Inc. 0.77% Add +15.0% 5,822 $1.1M
Diligent Investors, LLC 0.28% Reduce -8.2% 5,797 $1.1M
Howard Capital Management Group, LLC 0.07% No change 5,767 $1.1M
Hassell Wealth Management, LLC 0.38% Add +0.1% 5,759 $1.1M
Legacy Wealth Management, LLC / MS 0.33% Reduce -5.5% 5,716 $1.1M
Tidal Investments LLC 0.00% Reduce -68.5% 5,697 $1.1M
Astra Wealth Partners LLC 0.75% Add +162.3% 5,694 $1.1M
Pictet North America Advisors SA 0.10% No change 5,690 $1.1M
HUB Investment Partners, LLC 0.04% Reduce -2.5% 5,684 $1.1M
Radnor Capital Management, LLC 0.16% No change 5,678 $1.1M
Abbot Financial Management, Inc. 0.46% Add +2.8% 5,666 $1.1M
Del-Sette Capital Management, LLC 0.67% Add +0.1% 5,657 $1.1M
Up Strategic Wealth Investment Advisors LLC 0.80% No change 5,667 $1.1M
Axecap Investments, LLC 0.66% Add +1.5% 5,632 $1.1M
Becker Capital Management Inc. 0.03% Reduce -2.7% 5,631 $1.1M
Baldwin Investment Management, LLC 0.12% Reduce -5.0% 5,622 $1.1M
JFS Wealth Advisors, LLC 0.06% Reduce -6.9% 5,617 $1.1M
Prepared Retirement Institute LLC 0.55% Reduce -18.1% 5,597 $1.1M
Cascade Financial Partners, LLC 0.12% Add +5.9% 5,589 $1.1M
Saxony Capital Management, LLC 0.70% Add +151.9% 5,584 $1.1M
Autumn Glory Partners, LLC 0.43% No change 5,579 $1.1M
GeoWealth Management, LLC 0.04% Reduce -2.7% 5,572 $1.1M
Flagship Private Wealth, LLC 0.42% Reduce -10.2% 5,558 $1.1M
HT Partners LLC 0.32% Reduce -84.5% 5,523 $1.0M
Optimum Investment Advisors 0.41% Reduce -4.5% 5,490 $1.0M
TFB Advisors LLC 0.30% Add +5.0% 5,514 $1.0M
Advisors Management Group Inc. 0.18% Add +1.4% 5,456 $1.0M
Legacy Financial Strategies, LLC 0.19% No change 5,430 $1.0M
Correct Capital Wealth Management 0.19% No change 5,419 $1.0M
Cambridge Associates LLC /Ma/ 0.02% New 5,412 $1.0M
Nvwm, LLC 0.23% Reduce -0.1% 5,400 $1.0M
Culbertson A N & Co. Inc. 0.14% Reduce -0.2% 5,371 $1.0M
Bay Capital Advisors, LLC 0.66% Add +0.1% 5,368 $1.0M
CORDA Investment Management, LLC. 0.07% New 5,356 $1.0M
Professional Financial Advisors, LLC 0.21% Add +19.0% 5,353 $1.0M
Prosperity Wealth Management, Inc. 0.34% Reduce -4.7% 5,350 $1.0M
MGB Wealth Management, LLC 0.29% Add +0.0% 5,346 $1.0M
Retirement Planning Group, LLC 0.04% Reduce -5.6% 5,339 $1.0M
Capitol Family Office, Inc. 1.22% Reduce -5.2% 5,322 $1.0M
Summit Wealth Partners, LLC 0.18% Reduce -1.2% 5,299 $1.0M
IFG Advisory, LLC 0.05% Reduce -3.9% 5,284 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Reduce -4.0% 5,281 $1.0M
Northwest Financial Advisors 1.28% Add +2.4% 5,234 $993K
Harbor Advisory Corp. 0.29% No change 5,205 $987K
GSG Advisors LLC 0.26% Add +0.2% 5,176 $984K
Woodard & Co. Asset Management Group Inc. 0.16% Reduce -0.7% 5,184 $983K
Gen-Wealth Partners Inc 0.33% No change 5,110 $969K
Clientfirst Wealth Management, LLC 0.77% No change 5,096 $967K
Peak Retirement Planning, Inc. 0.27% Add +65.5% 5,073 $962K
Wealthspire Retirement, LLC 0.06% Reduce -0.1% 5,024 $953K
Everett Harris & Co. 0.01% Add +3.3% 5,022 $953K
Spreng Capital Management, Inc. 0.39% Reduce -27.9% 5,014 $951K
Global Endowment Management, LP 0.12% New 5,000 $949K
Thrivent Financial for Lutherans 0.00% Reduce -88.8% 4,970 $943K
HBW Advisory Services LLC 0.11% Reduce -13.1% 4,969 $943K
J.Safra Asset Management Corp 0.06% Reduce -97.9% 4,965 $942K
First Heartland Consultants, Inc. 0.08% Reduce -59.1% 4,963 $941K
Diversify Wealth Management, LLC 0.05% No change 5,021 $941K
Cambridge Capital Management, LLC 0.45% Reduce -63.1% 4,961 $941K
Crossmark Global Holdings, Inc. 0.01% Reduce -4.2% 4,951 $939K
Boston Trust Walden Corp 0.01% No change 4,950 $939K
Alterna Wealth Management, Inc. 0.77% Reduce -28.3% 4,945 $938K
Wealth Advisors of Tampa Bay, LLC 0.31% Add +1.5% 4,900 $930K
Zions Bancorporation, National Association 0.05% No change 4,900 $930K
Pasadena Private Wealth, LLC 0.13% Reduce -4.3% 4,890 $928K
Greenfield Savings Bank 0.39% Reduce -6.5% 4,883 $926K
Rench Wealth Management, Inc. 0.27% Add +0.3% 4,866 $923K
Bartlett & Co. Wealth Management LLC 0.01% Add +101.1% 4,863 $923K
Disciplined Investors, L.L.C. 0.66% Reduce -11.1% 4,861 $922K
Compass Capital Corp. /Ma/ 0.40% Reduce -17.2% 4,875 $920K
Cathy Pareto & Associates, Inc. 0.69% Add +0.4% 4,841 $918K
Founders Financial Alliance, LLC 0.17% Reduce -68.2% 4,828 $916K
Arcus Capital Partners, LLC 0.40% Add +0.4% 4,823 $915K
Ibex Wealth Advisors 0.09% Reduce -0.9% 4,821 $915K
Van Den Berg Management I, Inc. 0.23% Reduce -1.0% 4,810 $912K
AllSquare Wealth Management LLC 0.48% Reduce -0.7% 4,797 $910K
Cooksen Wealth, LLC 0.68% Add +1.6% 4,786 $908K
St. Louis Trust Co 0.11% No change 4,775 $906K
Ehrlich Financial Group 0.54% Reduce -0.4% 4,774 $906K
Mma Asset Management LLC 0.30% Add +6.8% 4,760 $903K
Atlas Brown,Inc. 0.27% Add +55.2% 4,727 $897K
Townsend Asset Management Corp. /NC/ 0.32% Reduce -1.0% 4,726 $897K
Massachusetts Wealth Management 0.44% Add +0.8% 4,719 $895K
HORAN Wealth, LLC 0.14% Add +157.4% 4,714 $894K
Quadrant Capital Group LLC 0.03% Reduce -12.6% 4,709 $893K
YHB Investment Advisors, Inc. 0.07% Reduce -74.1% 4,704 $892K
Cornerstone Advisory, LLC 0.09% Add +13.6% 4,674 $887K
Total Clarity Wealth Management, Inc. 0.23% Add +8.3% 4,661 $884K
Salem Investment Counselors Inc. 0.03% Add +0.4% 4,654 $883K
Cedar Wealth Management, LLC 0.27% Add +0.3% 4,639 $880K
Monarch Capital Management Inc. 0.22% New 4,627 $878K
Hemington Wealth Management 0.11% Add +4520.0% 4,620 $876K
Elmwood Wealth Management, Inc. 0.31% No change 4,616 $876K
Shoker Investment Counsel, Inc. 0.26% Reduce -0.2% 4,584 $870K
Investment Planning Advisors, Inc. 0.27% Add +17.4% 4,581 $869K
Crescent Grove Advisors, LLC 0.08% No change 4,558 $865K
Cora Capital Advisors LLC 0.36% Reduce -0.3% 4,520 $857K
GAMMA Investing LLC 0.05% Add +0.7% 4,515 $856K
Harmony Asset Management LLC 0.29% Reduce -0.0% 4,505 $855K
Bluesphere Advisors LLC 0.39% No change 4,497 $853K
Cambria Investment Management, L.P. 0.05% Reduce -8.4% 4,478 $849K
Dale Q Rice Investment Management Ltd 0.60% No change 4,476 $848K
CSM Advisors, LLC 0.02% No change 4,450 $844K
Members Wealth LLC 0.53% — 4,419 $840K
Nicolet Bankshares Inc. 0.13% Add +20.4% 4,425 $839K
Canvas Wealth Advisors, LLC 0.15% Reduce -2.8% 4,388 $839K
Advisory Alpha, LLC 0.02% Add +1.9% 4,381 $835K
Glenview Trust Co 0.01% Add +3.4% 4,397 $834K
Destination Wealth Management 0.02% Add +75.7% 4,393 $833K
ICW Investment Advisors LLC 0.30% Add +8.1% 4,392 $833K
Magnolia Private Wealth, LLC 0.61% Reduce -4.1% 4,388 $832K
Austin Asset Management Co Inc 0.16% No change 4,371 $829K
Gilman Hill Asset Management, LLC 0.13% Reduce -9.6% 4,367 $828K
Mosaic Family Wealth Partners, LLC 0.10% Reduce -26.8% 4,359 $825K
Key Client Fiduciary Advisors, LLC 0.28% Reduce -1.6% 4,336 $823K
IFS Group,LLC 0.72% — 4,315 $820K
Tilia Fiduciary Partners, Inc. 0.47% Reduce -19.7% 4,321 $820K
CWA Asset Management Group, LLC 0.03% Add +6.6% 4,304 $817K
Rainier Family Wealth Inc. 0.73% Reduce -3.0% 4,297 $815K
MMBG Investment Advisors Co. 0.07% No change 4,295 $815K
Grandfield & Dodd, LLC 0.05% Reduce -0.3% 4,280 $812K
Journey Advisory Group, LLC 0.06% Reduce -4.3% 4,277 $811K
IFG Advisors, LLC 0.13% Reduce -87.6% 4,273 $811K
Smithfield Trust Co 0.04% No change 4,223 $801K
Callan Family Office, LLC 0.03% Add +4.0% 4,218 $800K
Comprehensive Financial Planning, Inc. 0.55% Add +1.1% 4,203 $797K
Stegner Investment Associates Inc. 0.44% New 4,188 $794K
Mirador Capital Partners LP 0.11% Reduce -9.3% 4,168 $791K
Glaxis Capital Management, LLC 1.31% New 4,165 $790K
Endeavor Private Wealth, Inc. 0.24% New 4,161 $789K
Atwater Malick LLC 0.23% Reduce -6.8% 4,150 $787K
WoodTrust Financial Corp 0.09% No change 4,130 $783K
Runnymede Capital Advisors, Inc. 0.64% No change 4,126 $783K
Intrua Financial, LLC 0.09% Add +146.7% 4,108 $779K
Banque Cantonale Vaudoise 0.03% Reduce -49.0% 4,102 $778K
Tennessee Valley Asset Management Partners 0.11% New 4,098 $777K
Wealth Alliance, LLC 0.08% Add +0.2% 4,097 $777K
Icon Wealth Advisors, LLC 0.05% Add +1.7% 4,094 $777K
Morton Capital Management LLC 0.13% Add +5.0% 4,090 $776K
Richmond Investment Services, LLC 0.14% Reduce -12.1% 4,056 $769K
Dudley Capital Management, LLC 0.35% Add +0.0% 4,044 $767K
Mycio Wealth Partners, LLC 0.18% Reduce -17.9% 4,040 $766K
XY Planning Network, Inc. 0.26% No change 4,207 $765K
Abound Wealth Management 0.19% Add +0.4% 4,025 $763K
First City Capital Management, Inc. 0.41% Reduce -7.2% 4,023 $763K
Fortitude Financial, LLC 0.62% Reduce -10.5% 11,677 $759K
AtlasMark Financial, Inc 0.51% New 4,000 $759K
Meriwether Wealth & Planning, LLC 0.44% No change 4,000 $759K
Allie Family Office LLC 0.36% Reduce -57.3% 4,000 $759K
Novare Capital Management LLC 0.06% Add +37.0% 3,999 $759K
Fiscal Wisdom Wealth Management, LLC 0.72% — 3,990 $757K
Elevation Wealth Partners, LLC 0.27% Reduce -1.7% 3,970 $753K
Weaver Consulting Group 0.19% Reduce -0.5% 3,966 $752K
Segment Wealth Management, LLC 0.04% No change 3,950 $749K
Chicago Wealth Management, Inc. 0.33% Reduce -93.5% 3,934 $746K
Sterling Capital Management LLC 0.01% Reduce -0.9% 3,933 $746K
Hartford Financial Management Inc. 0.20% Reduce -47.2% 3,904 $741K
WealthTrust Axiom LLC 0.20% No change 3,883 $737K
Aspire Growth Partners LLC 0.54% Add +0.4% 3,863 $733K
Trinity Wealth Management, LLC 0.27% Add +15.9% 3,853 $731K
Beck Bode, LLC 0.12% Reduce -16.4% 3,851 $731K
Associated Banc-Corp 0.02% Add +1.7% 3,844 $729K
MorganRosel Wealth Management, LLC 0.19% Reduce -6.5% 3,841 $729K
Lafayette Investments, Inc. 0.14% No change 3,832 $727K
Stokes Family Office, LLC 0.07% Add +1.6% 3,830 $727K
Platform Technology Partners 0.17% Add +6.5% 3,827 $726K
Vista Investment Management 0.25% Reduce -4.9% 3,825 $726K
Toth Financial Advisory Corp. 0.08% Add +5.7% 3,823 $725K
Chilton Investment Co. Inc. 0.01% Add +154.7% 3,821 $725K
Savvy Advisors, Inc. 0.03% Add +18.7% 3,820 $725K
National Wealth Management Group, LLC 0.27% Add +21.2% 3,803 $722K
TrinityBridge Ltd 0.02% No change 3,800 $721K
3Chopt Investment Partners, LLC 0.16% Reduce -1.4% 3,799 $721K
Ingalls & Snyder LLC 0.02% Add +0.8% 3,789 $719K
Essex Bank 0.16% No change 3,757 $713K
Unconventional Investor, LLC 0.36% Add +0.1% 3,748 $711K
Bolthouse Investments, LLC 0.64% No change 3,720 $706K
Winebrenner Capital Management LLC 0.51% No change 3,716 $705K
Register Financial Advisors LLC 0.28% Reduce -15.1% 3,710 $704K
Panoramic Investment Advisors, LLC 0.40% Reduce -1.1% 3,706 $703K
DRW Securities, LLC 0.04% Add +138.3% 3,734 $700K
Monte Financial Group, LLC 0.26% Reduce -9.5% 3,685 $699K
Personal Cfo Solutions, LLC 0.12% Reduce -3.9% 3,685 $699K
Marshall Financial Group Inc. 0.19% Add +3.4% 3,680 $698K
Retirement Planning Co of New England, Inc. 0.28% Add +1.2% 3,676 $697K
Conscious Wealth Investments, LLC 0.41% No change 3,707 $697K
Serenus Wealth Advisors, LLC 0.12% Reduce -12.7% 3,661 $694K
Capstone Investment Advisors, LLC 0.01% Reduce -49.8% 3,651 $693K
Principle Wealth Partners LLC 0.04% Reduce -18.9% 3,650 $692K
Duncan Williams Asset Management, LLC 0.19% Reduce -12.3% 3,643 $691K
Red Crane Wealth Management, LLC 0.58% Add +0.3% 3,612 $685K
Benchmark Investment Advisors LLC 0.40% — 3,612 $685K
Farmers Trust Co. 0.12% No change 3,609 $685K
Hudson Value Partners, LLC 0.21% Reduce -1.7% 3,606 $684K
Assetmark, Inc. 0.00% Reduce -35.5% 3,603 $683K
Tenon Financial LLC 0.35% No change 3,598 $683K
LCNB Corp. 0.24% Reduce -76.3% 3,591 $681K
SwitchPoint Financial Planning, LLC 0.49% No change 3,587 $680K
Inlet Private Wealth, LLC 0.15% Add +13.5% 3,571 $677K
Arrien Investments, Inc. 0.40% Reduce -5.5% 3,571 $677K
Larson Financial Group LLC 0.02% Add +10.5% 3,555 $674K
Flaharty Asset Management, LLC 0.09% Reduce -1.9% 3,545 $672K
Pittenger & Anderson Inc. 0.02% Add +26.2% 3,545 $672K
Inspire Advisors, LLC 0.06% Add +0.4% 3,529 $669K
WFA of San Diego, LLC 0.46% No change 3,527 $669K
Ignite Planners, LLC 0.11% Add +54.0% 3,527 $669K
Brandywine Oak Private Wealth LLC 0.06% No change 3,522 $668K
Horizons Wealth Management 0.46% No change 3,519 $668K
Donald L. Hagan, LLC 0.33% Reduce -11.9% 3,515 $667K
Thrive Capital Management, LLC 0.17% Add +10.4% 3,504 $665K
Melfa Wealth Management, Inc. 0.39% Add +1.7% 3,473 $659K
Sovran Advisors, LLC 0.06% Add +1.9% 3,488 $654K
Tyche Wealth Partners LLC 0.11% Add +39.8% 3,443 $653K
Prairie Wealth Advisors, Inc. 0.27% Add +1.3% 3,441 $653K
Annex Advisory Services, LLC 0.01% No change 3,440 $653K
Coppell Advisory Solutions LLC 0.07% Reduce -4.7% 3,436 $650K
waypoint wealth counsel 0.26% Add +0.1% 3,426 $650K
Live Oak Private Wealth LLC 0.09% Reduce -0.0% 3,423 $649K
Wealth Architects, LLC 0.06% No change 3,422 $649K
Summit Financial Wealth Advisors, LLC 0.10% Reduce -1.3% 3,412 $649K
Kohmann Bosshard Financial Services, LLC 0.07% Add +0.0% 3,418 $648K
Rockport Wealth LLC 0.13% New 3,408 $646K
JT Stratford LLC 0.09% Reduce -11.5% 3,378 $641K
Institute for Wealth Management, LLC. 0.07% Add +0.2% 3,377 $641K
Advance Capital Management, Inc. 0.03% Reduce -15.7% 3,368 $639K
Andina Capital Management, LLC 0.36% Add +4.1% 3,355 $637K
TruWealth Advisors, LLC 0.03% Reduce -1.5% 3,353 $636K
WNY Asset Management, LLC 0.06% Add +0.1% 3,319 $630K
Braun Stacey Associates Inc. 0.02% Add +0.1% 3,310 $628K
Schnieders Capital Management, Llc. 0.10% — 3,308 $628K
Private Wealth Advisors, LLC 0.24% Add +1.8% 3,296 $625K
Sfm, LLC 0.36% Add +25.3% 3,295 $625K
LongView Wealth Management 0.17% Reduce -26.6% 3,288 $624K
Bedel Financial Consulting, Inc. 0.08% Add +0.3% 3,279 $622K
Parkside Financial Bank & Trust 0.05% No change 3,273 $621K
Rosenberg Matthew Hamilton 0.13% Reduce -4.4% 3,273 $621K
Northwest Wealth Management, LLC 0.10% Add +4.1% 3,268 $620K
Saxon Interests, Inc. 0.24% Add +6.3% 3,284 $619K
Cura Wealth Advisors, LLC 0.24% Add +0.2% 3,253 $617K
Nicholson Wealth Management Group, LLC 0.36% Reduce -1.2% 3,249 $616K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $615K
Penobscot Wealth Management 0.20% Add +0.3% 3,241 $615K
Edge Wealth Management LLC 0.11% Add +0.1% 3,233 $613K
Nikulski Financial, Inc. 0.15% Reduce -7.0% 3,232 $613K
Opal Wealth Advisors, LLC 0.17% Add +2.8% 3,218 $610K
Orcam Financial Group 0.49% No change 3,214 $610K
Boston Research & Management Inc. 0.13% Add +3.2% 3,189 $605K
Lionshead Wealth Management, LLC 0.48% No change 3,178 $603K
PCG Asset Management, LLC 0.48% Reduce -1.1% 3,171 $602K
Thompson Siegel & Walmsley LLC 0.01% No change 3,157 $599K
Wealth Dimensions Group, Ltd. 0.12% Add +0.1% 3,138 $595K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -61.2% 3,131 $594K
Mission Creek Capital Partners, Inc. 0.12% Reduce -16.4% 3,118 $591K
Bfsg, LLC 0.06% Add +81.5% 3,117 $591K
Lee Financial Co 0.07% No change 3,110 $590K
McGlone Suttner Wealth Management, Inc. 0.08% Add +0.1% 3,100 $588K
Mathes Company, Inc. 0.21% No change 3,100 $588K
Sterling Financial Planning, Inc. 0.19% Reduce -0.9% 3,099 $588K
Weaver Capital Management LLC 0.13% Reduce -17.4% 3,098 $588K
Graham Capital Wealth Management, LLC 0.60% New 3,090 $586K
Sherrill & Hutchins Financial Advisory, Inc 0.42% Add +0.6% 3,084 $585K
West Bancorporation Inc. 0.33% Reduce -3.8% 3,083 $585K
True Vision MN LLC 0.30% Reduce -0.2% 3,080 $584K
Westside Investment Management, Inc. 0.09% Add +1.0% 3,077 $584K
Caliber Wealth Management, LLC / KS 0.06% Reduce -5.5% 3,071 $583K
Lion Street Advisors, LLC 0.20% Reduce -4.5% 3,678 $580K
Rinkey Investments 0.15% New 3,058 $580K
Wedmont Private Capital 0.02% Reduce -4.5% 3,039 $578K
Sage Capital Advisors,llc 0.14% Reduce -7.7% 3,041 $577K
Bienville Capital Management, LLC 0.11% Add +27.7% 3,041 $577K
1ST Source Bank 0.03% Reduce -2.9% 3,037 $576K
MinichMacGregor Wealth Management, LLC 0.11% Add +3.3% 3,034 $575K
Investment Partners, LTD. 0.20% No change 3,030 $575K
Peterson Wealth Advisors, LLC 0.09% No change 3,020 $575K
Sage Mountain Advisors LLC 0.03% No change 3,027 $574K
CFS Investment Advisory Services, LLC 0.04% Reduce -1.1% 2,989 $572K
Jessup Wealth Management, Inc 0.21% Reduce -0.0% 3,013 $572K
Trust Co. of Vermont 0.02% Reduce -0.9% 3,004 $570K
Strategic Investment Advisors / MI 0.05% Reduce -90.6% 283 $569K
Corecam Pte. Ltd. 0.30% New 3,000 $569K
Birmingham Capital Management Co. Inc. 0.26% No change 3,000 $569K
Twin Focus Capital Partners, LLC 0.07% New 3,000 $569K
Hixon Zuercher, LLC 0.17% New 2,982 $566K
XTX Topco Ltd 0.03% Reduce -35.9% 2,978 $565K
MKT Advisors LLC 0.21% No change 2,959 $563K
Capital Advisors Inc. 0.01% Reduce -3.2% 2,963 $562K
Independence Financial Advisors, LLC 0.17% Add +0.4% 2,961 $562K
Montz Harcus Wealth Management LLC 0.24% Reduce -17.9% 2,954 $560K
Farnam Financial LLC 0.43% Reduce -0.1% 2,939 $558K
Loudon Investment Management, LLC 0.29% Add +7.0% 2,936 $557K
Capital Advisors Wealth Management, LLC 0.08% Add +12.3% 2,932 $556K
Hengehold Capital Management LLC 0.05% Reduce -3.3% 2,914 $553K
Fund Evaluation Group, LLC 0.02% No change 2,898 $550K
Impact Partnership Wealth, LLC 0.08% New 2,870 $544K
Venturi Wealth Management, LLC 0.03% Reduce -10.2% 2,864 $543K
RFG Advisory, LLC 0.01% Reduce -32.1% 2,862 $543K
Maia Wealth LLC 0.09% Reduce -8.9% 2,872 $542K
Wealth Alliance Advisory Group, LLC 0.10% Reduce -20.0% 2,838 $538K
Capital Investment Counsel, Inc 0.07% No change 2,816 $534K
Mission Wealth Management, LP 0.01% Reduce -5.1% 2,815 $534K
First National Bank of Omaha 0.03% Add +2.4% 2,815 $534K
Financial Counselors Inc. 0.71% No change 2,800 $531K
FourThought Financial Partners, LLC 0.05% Reduce -4.7% 2,797 $531K
RIA Advisory Group LLC 0.14% Reduce -23.7% 2,795 $530K
Pinnacle Bancorp, Inc. 0.16% Add +1.3% 2,775 $526K
Nautilus Advisors LLC 0.35% Reduce -2.9% 2,772 $526K
Old Port Advisors 0.13% Reduce -1.4% 2,766 $525K
Cape Ann Savings Bank 0.28% No change 2,765 $525K
TrueWealth Advisors, LLC 0.14% Reduce -76.5% 2,751 $522K
Millstone Evans Group, LLC 0.33% No change 2,746 $521K
Turtle Creek Wealth Advisors, LLC 0.05% Add +49.0% 2,744 $521K
Colonial River Investments, LLC 0.19% Reduce -9.6% 2,738 $519K
Empower Advisory Group, LLC 0.00% Add +20.4% 2,730 $518K
Fairfield, Bush & Co. 0.27% Reduce -0.4% 2,724 $517K
Waycross Investment Management Co 0.53% Reduce -40.1% 2,713 $515K
Anchor Investment Management, LLC 0.04% Reduce -0.2% 2,711 $514K
Fusion Capital, LLC 0.15% Add +6.4% 2,728 $513K
Pennington Partners & Co., LLC 0.24% No change 2,680 $508K
Berger Financial Group, Inc 0.03% Add +2.6% 2,678 $508K
Santori & Peters, Inc. 0.18% Add +0.2% 2,675 $507K
Lakeridge Wealth Management LLC 0.23% Add +0.4% 2,669 $506K
Claris Financial LLC 0.29% Add +5.8% 2,662 $505K
Seaview Investment Managers LLC 0.19% Reduce -56.2% 2,655 $504K
Wealthcare Capital Partners, LLC 0.23% Reduce -4.8% 2,626 $498K
Golden State Wealth Management, LLC 0.05% Reduce -1.4% 2,612 $496K
NBT Bank, N.A. 0.03% Add +28.5% 2,609 $495K
Roberts Wealth Advisors, LLC 0.13% No change 2,607 $495K
Advanced Asset Management Advisors Inc 0.13% No change 2,606 $494K
Pure Financial Advisors, LLC 0.01% Add +73.7% 2,600 $493K
Forza Wealth Management, LLC 0.19% No change 2,594 $492K
Heritage Family Offices, LLP 0.23% No change 2,592 $492K
Triad Wealth Partners, LLC 0.06% Reduce -3.0% 2,585 $490K
Beverly Hills Private Wealth, LLC 0.09% No change 2,564 $486K
Fragasso Financial Advisors Inc 0.03% No change 2,540 $486K
Tran Capital Management, L.P. 0.06% No change 2,560 $486K
Northwest Bancshares, Inc. 0.08% No change 2,550 $484K
KFA Private Wealth Group, LLC 0.14% Reduce -8.4% 2,544 $483K
Horizon Kinetics Asset Management LLC 0.01% Reduce -13.1% 2,539 $482K
Searle & Co. 0.13% No change 2,509 $476K
Apollon Financial, LLC 0.08% Add +7.2% 2,501 $474K
Accel Wealth Management 0.14% Reduce -4.5% 2,489 $472K
Financial Engines Advisors L.L.C. 0.00% Reduce -11.4% 2,480 $470K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -23.6% 2,473 $469K
Capstone Wealth Management Group LLC 0.30% No change 2,473 $469K
BSW Wealth Partners 0.06% No change 2,470 $469K
Infinity Wealth Counsel, LLC 0.46% Reduce -15.4% 2,470 $469K
Monograph Wealth Advisors, LLC 0.05% No change 2,465 $468K
Coastline Trust Co 0.05% Reduce -33.6% 2,463 $467K
Founders Capital Management 0.25% Add +0.0% 2,459 $467K
Asio Capital, LLC 0.07% No change 2,451 $465K
Smith Thornton Advisors LLC 0.24% No change 2,441 $463K
Burk Holdings LLC 0.25% New 2,440 $463K
Freestone Capital Holdings, LLC 0.01% No change 2,433 $461K
Emergent Wealth Advisors, LLC 0.27% Add +0.9% 2,429 $461K
Belvedere Trading LLC 0.04% New 2,427 $460K
Merrion Investment Management Co, LLC 0.26% No change 2,425 $460K
Mystic Asset Management, Inc. 0.10% Add +23.5% 2,416 $458K
Pure Portfolios Holdings LLC 0.14% Add +3.0% 2,412 $458K
Glass Jacobson Investment Advisors llc 0.17% Add +0.1% 2,412 $458K
D L Carlson Investment Group Inc. 0.08% Reduce -22.1% 2,405 $456K
Zacks Investment Management 0.00% Reduce -3.5% 2,397 $455K
TBH Global Asset Management, LLC 0.09% New 2,354 $447K
Mustard Seed Financial, LLC 0.29% No change 2,348 $445K
Indiana Trust & Investment Management Co 0.14% Reduce -2.3% 2,346 $445K
Betterment LLC 0.00% Reduce -25.3% 2,341 $444K
Solano Wealth Investment Advisors LLC 0.21% No change 2,340 $444K
Alteri Wealth LLC 0.15% Reduce -6.5% 2,337 $443K
Florida Financial Advisors, LLC 0.14% Reduce -62.7% 2,336 $443K
Prosperity Consulting Group, LLC 0.02% Add +32.1% 2,335 $443K
Ballentine Partners, LLC 0.01% Add +7.4% 2,335 $443K
Zhang Financial LLC 0.02% No change 2,331 $442K
First Commonwealth Financial Corp 0.07% Add +3.2% 2,325 $441K
Colton Groome Financial Advisors, LLC 0.13% Reduce -32.1% 2,316 $439K
Longview Financial Advisors, Inc. 0.31% Reduce -3.5% 2,307 $438K
Mitchell Sinkler & Starr 0.20% No change 2,306 $437K
Factorial Partners, LLC 0.30% No change 2,300 $436K
Crestwood Advisors Group, LLC 0.01% Add +9.3% 2,295 $435K
Empirical Asset Management, LLC 0.12% Add +417.0% 11,544 $433K
Granite Group Advisors, LLC 0.26% Add +53.4% 2,270 $431K
Mayport, LLC 0.09% No change 2,259 $429K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 2,249 $427K
Wealth Management Associates, Inc. 0.15% Add +0.9% 2,233 $424K
RMR Wealth Builders 0.04% Add +78.8% 2,232 $423K
Traynor Capital Management, Inc. 0.02% New 2,227 $422K
Webster Bank, N. A. 0.04% Add +90.9% 2,226 $422K
Plante Moran Financial Advisors, LLC 0.03% Add +21.1% 2,223 $422K
Collier Financial 0.32% — 2,218 $421K
North Capital, Inc. 0.33% Add +0.1% 2,216 $420K
LJI Wealth Management, LLC 0.07% Reduce -36.9% 2,214 $420K
QRG Capital Management, Inc. 0.01% Reduce -30.4% 2,201 $418K
Pinnacle Financial Group, LLC / IL 0.13% New 2,198 $417K
WMG Financial Advisors, LLC 0.14% Add +37.2% 2,187 $415K
WPG Advisers, LLC 0.32% Reduce -15.5% 2,185 $414K
Mendel Capital Management LLC 0.22% No change 2,179 $413K
Rockland Trust Co. 0.02% New 2,167 $411K
Norris Financial Group, LLC 0.15% Reduce -6.3% 2,160 $410K
Fisher Asset Management 0.00% Add +20.6% 2,156 $409K
XML Financial, LLC 0.03% No change 2,157 $409K
Avantax Planning Partners, Inc. 0.01% New 2,154 $409K
Baxter Bros Inc. 0.05% No change 2,154 $409K
Ted Buchan & Co 0.16% Reduce -58.4% 2,148 $407K
Alan B Lancz & Associates, Inc. 0.37% No change 2,140 $406K
Schulz Wealth, LTD. 0.27% No change 2,140 $406K
BCS Wealth Management 0.09% Reduce -1.3% 2,131 $404K
OneAscent Family Office, LLC 0.33% No change 2,127 $403K
Stone House Investment Management, LLC 0.07% Add +0.4% 2,127 $403K
McCollum Christoferson Group LLC 0.12% No change 2,120 $402K
Hills Bank & Trust Co 0.02% Add +1.5% 2,119 $402K
Cyndeo Wealth Partners, LLC 0.02% No change 2,104 $399K
Bank of New Hampshire 0.09% No change 2,100 $398K
Shapiro Capital Management LLC 0.02% No change 2,100 $398K
Bar Harbor Wealth Management 0.02% No change 2,099 $398K
Silver Oak Wealth Advisors Services, LLC 0.26% No change 2,094 $397K
ARK & TLK Investments, LLC 0.13% Reduce -73.5% 2,077 $394K
Axim Planning & Wealth 0.31% Reduce -1.1% 2,073 $393K
Vise Technologies, Inc. 0.01% Add +1.8% 2,068 $392K
Harbour Capital Advisors, LLC 0.08% Reduce -33.8% 2,047 $390K
GatePass Capital, LLC 0.23% No change 2,050 $389K
Bogart Wealth, LLC 0.02% Add +3.3% 2,046 $388K
TD Capital Management LLC 0.03% Add +400.7% 2,043 $388K
Capital Asset Advisory Services LLC 0.02% Add +4.5% 2,043 $388K
Bridge Creek Capital Management LLC 0.11% Reduce -4.7% 2,032 $385K
Encompass More Asset Management 0.07% Reduce -1.1% 2,019 $383K
Sfmg, LLC 0.03% Add +2.2% 2,019 $383K
Avaii Wealth Management, LLC 0.14% Add +10.6% 2,008 $381K
Essential Planning, LLC. 0.13% No change 2,000 $379K
Blue Zone Wealth Advisors, LLC 0.08% No change 2,000 $379K
Embree Financial Group 0.05% Reduce -1.9% 1,999 $379K
Boston Standard Wealth Management, LLC 0.06% Add +0.3% 1,997 $379K
America First Investment Advisors, LLC 0.07% Reduce -1.5% 1,992 $378K
Castleview Partners, LLC 0.20% Reduce -9.8% 1,987 $377K
Coastwise Capital Group, LLC 0.26% New 1,981 $376K
Ironwood Investment Counsel, LLC 0.05% Add +0.4% 1,976 $375K
Integris Wealth Management, LLC 0.09% No change 1,975 $375K
Global Trust Asset Management, LLC 0.17% Add +8.3% 1,965 $373K
Long Run Wealth Advisors, LLC 0.07% Add +0.5% 1,962 $372K
Clear Point Advisors Inc. 0.29% Reduce -15.8% 1,961 $372K
R. W. Roge & Company, Inc. 0.19% Reduce -0.8% 1,964 $372K
Fulton Bank, N.A. 0.01% Add +0.6% 1,950 $370K
Lodestone Wealth Management LLC 0.17% Reduce -6.6% 1,948 $369K
First County Bank 0.19% Reduce -6.8% 1,947 $369K
Royal Harbor Partners, LLC 0.12% Reduce -5.4% 1,928 $366K
First Hawaiian Bank 0.05% No change 1,920 $364K
Mountain Capital Investment Advisors Inc. 0.06% Add +1.6% 1,914 $364K
Duncker Streett & Co. Inc. 0.06% No change 1,915 $363K
Cypress Capital, LLC 0.10% Add +2.8% 1,907 $362K
Oxford Financial Group, LTD. LLC 0.02% No change 1,891 $359K
Element Squared LLC 0.20% Add +30.7% 1,890 $359K
Capital Advantage, Inc. 0.05% No change 1,889 $358K
JB Capital LLC 0.02% Add +6.3% 1,881 $357K
First American Trust, FSB 0.03% Add +61.1% 1,879 $357K
LFA - Lugano Financial Advisors SA 0.19% No change 1,878 $356K
Florida Trust Wealth Management Co 0.01% No change 1,875 $356K
Sonora Investment Management Group, LLC 0.03% Add +0.7% 1,872 $355K
MRWM Advisors, LLC 0.20% Add +0.9% 1,872 $355K
CFO4Life Group, LLC 0.05% Add +0.4% 1,864 $354K
Hirtle & Co., LLC 0.01% Reduce -5.4% 1,863 $353K
Cresta Advisors, Ltd. 0.16% Reduce -12.9% 1,853 $352K
Old Mission Investment Co LLC 0.09% Add +0.4% 1,852 $351K
IronBridge Private Wealth, LLC 0.11% No change 1,844 $350K
Main Street Group, LTD 0.11% No change 1,841 $349K
Dunhill Financial, LLC 0.12% Add +13.1% 1,838 $349K
Legacy Advisors, LLC 0.04% — 1,832 $348K
Castle Rock Wealth Management, LLC 0.08% Add +0.2% 1,823 $347K
GW Henssler & Associates Ltd. 0.02% Add +0.7% 1,820 $345K
MSH Capital Advisors LLC 0.09% Reduce -33.3% 1,816 $344K
Lake Hills Wealth Management, LLC 0.18% Reduce -97.1% 1,815 $344K
ABLE Financial Group, LLC 0.07% Reduce -10.2% 1,815 $344K
Manhattan West Asset Management, LLC 0.07% No change 1,815 $344K
Aft, Forsyth & Company, Inc. 0.16% Add +0.3% 1,810 $343K
BAM Wealth Management, LLC 0.27% — 1,804 $342K
High Falls Advisors, Inc 0.07% Add +0.2% 1,800 $341K
Westbourne Investment Advisors, Inc. 0.10% Add +0.5% 1,797 $341K
Ameliora Wealth Management Ltd. 0.11% Reduce -46.3% 1,796 $341K
TFO Wealth Partners, LLC 0.06% No change 1,794 $340K
Higgins & Schmidt Wealth Strategies LLC 0.17% No change 1,791 $340K
Peck Wealth Management, LLC 0.32% — 1,783 $338K
GAMCO Investors 0.00% Add +16.0% 1,781 $338K
Elm3 Financial Group, LLC 0.28% Add +8.4% 1,773 $336K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -38.4% 1,773 $336K
V2 Financial group LLC 0.19% Reduce -2.8% 1,767 $335K
Armstrong Advisory Group, Inc. 0.02% Reduce -17.5% 1,759 $334K
Kirr Marbach & Co. LLC 0.06% No change 1,750 $332K
Barings LLC 0.01% Reduce -96.8% 1,750 $332K
Gibbs Wealth Management 0.07% Reduce -0.5% 1,740 $330K
Tred Avon Family Wealth, LLC 0.11% — 1,730 $328K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.3% 1,723 $327K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -1.9% 1,721 $326K
Johnson Financial Group, Inc. 0.01% Add +5.5% 1,712 $325K
Darden Wealth Group Inc 0.17% No change 1,710 $324K
Chapin Davis, Inc. 0.08% New 1,705 $323K
Peoples Financial Services Corp. 0.15% No change 1,705 $323K
Elevated Capital Advisors, LLC 0.08% Reduce -10.1% 1,704 $323K
Carr Financial Group Corp 0.09% Reduce -60.4% 1,702 $323K
Drucker Wealth 3.0, LLC 0.06% Add +3.3% 1,701 $323K
Strata Wealth Advisors, LLC 0.09% New 1,700 $322K
KMG Fiduciary Partners, LLC 0.02% No change 1,697 $322K
Rialto Wealth Management, LLC 0.08% Add +7604.6% 1,695 $322K
Purus Wealth Management, LLC 0.10% New 1,690 $321K
Motiv8 Investments LLC 0.17% Add +20.5% 1,688 $320K
Pachira Investments Inc. 0.18% New 1,685 $320K
Pacific Sun Financial Corp 0.15% Reduce -19.9% 1,685 $320K
Ascentis Wealth Management, LLC 0.08% Add +14.0% 1,683 $319K
Meritage Portfolio Management 0.02% Add +5.1% 1,677 $318K
Briaud Financial Planning Inc 0.10% No change 1,676 $318K
Penbrook Management LLC 0.22% Reduce -5.7% 1,670 $317K
Burney Co./ 0.01% Add +12.4% 1,663 $315K
Lodestar Private Asset Management LLC 0.03% Reduce -14.8% 1,660 $315K
2UniFi Bank 0.16% No change 1,653 $314K
Elevatus Welath Management 0.09% Add +22.7% 1,647 $313K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -7.8% 1,639 $311K
Simon Quick Advisors, LLC 0.01% Add +33.5% 1,627 $309K
Financial Architects, LLC 0.18% No change 1,625 $308K
Strategies Wealth Advisors, LLC 0.03% Add +3.5% 1,618 $307K
Next Capital Management LLC 0.10% No change 1,614 $306K
Beaumont Financial Advisors, LLC 0.02% Reduce -8.5% 1,611 $306K
SkyOak Wealth, LLC 0.06% No change 1,591 $302K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -3.3% 1,577 $299K
Austin Wealth Management, LLC 0.05% No change 1,576 $299K
Ogorek Anthony Joseph /NY/ 0.09% Reduce -13.4% 1,573 $298K
Strategic Blueprint, LLC 0.01% Reduce -20.2% 1,560 $296K
Welch & Forbes LLC 0.00% Add +2.5% 1,552 $294K
Millennium Capital Advisors, LLC 0.18% Add +1.7% 1,547 $293K
Unified Investment Management 0.29% Add +6.7% 1,546 $293K
4J Wealth Management LLC 0.17% No change 1,545 $293K
Appleton Partners Inc. 0.02% No change 1,540 $292K
Commonwealth Retirement Investments LLC 0.10% No change 1,539 $292K
Bank Hapoalim BM 0.04% Add +2.3% 1,534 $291K
Gimbal Financial 0.17% Add +7.7% 1,530 $290K
Monument Group Wealth Advisors, LLC 0.17% No change 1,517 $288K
Cannon Financial Strategists, Inc. 0.04% New 1,514 $287K
Crewe Advisors LLC 0.03% Reduce -7.1% 1,513 $287K
Pps&v Asset Management Consultants, Inc. 0.17% Reduce -11.8% 1,511 $287K
Mad River Investors 0.12% No change 1,508 $286K
Warwick Investment Management, Inc. 0.05% No change 1,507 $286K
IVC Wealth Advisors LLC 0.13% No change 1,505 $285K
Red Door Wealth Management, LLC 0.03% No change 1,501 $285K
W1M Investment Management Ltd 0.00% New 1,500 $285K
Hedges Asset Management LLC 0.22% No change 1,500 $285K
Lazard Asset Management LLC 0.00% New 1,500 $285K
Thompson Davis & Co., Inc. 0.17% No change 1,491 $283K
Integrated Investment Consultants, LLC 0.05% Add +0.1% 1,488 $282K
United Advisor Group, LLC 0.04% Reduce -50.5% 1,484 $282K
Traphagen Investment Advisors LLC 0.02% Add +18.8% 1,483 $281K
Stuart Chaussee & Associates, Inc. 0.06% Add +4011.1% 1,480 $281K
Kanawha Capital Management LLC 0.02% No change 1,474 $280K
Alhambra Investment Management LLC 0.13% Add +1.0% 1,472 $279K
Harris Associates (Oakmark Funds) 0.00% No change 1,469 $279K
Campbell Deegan Wealth Management, LLC 0.25% Add +0.3% 1,469 $279K
Chesapeake Wealth Management 0.08% No change 1,459 $277K
Flynn Zito Capital Management, LLC 0.10% Add +0.2% 1,454 $276K
Grey Fox Wealth Advisors, LLC 0.06% New 1,450 $275K
ARS Wealth Advisors Group, LLC 0.03% No change 1,445 $274K
Coldstream Capital Management Inc. 0.00% New 1,443 $274K
Kathleen S. Wright Associates Inc. 0.10% No change 1,442 $274K
Global View Capital Management LLC 0.06% New 1,439 $273K
Donaldson Capital Management, LLC 0.01% Reduce -58.2% 1,439 $273K
Frederick Financial Consultants, LLC 0.15% Reduce -9.4% 1,438 $273K
Bernard Wealth Management Corp. 0.11% No change 1,430 $271K
Paragon Capital Management Ltd 0.05% Add +0.2% 1,421 $270K
S.A. Mason LLC 0.12% Add +7.6% 1,419 $269K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,410 $267K
Mayfair Advisory Group, LLC 0.11% Reduce -7.1% 1,406 $267K
Medallion Wealth Advisors, LLC 0.09% Reduce -7.0% 1,406 $267K
Hubbell Strickland Wealth Management, LLC 0.11% Add +0.5% 1,399 $265K
Karani Asset Management LLC 0.23% New 1,398 $265K
Capital Wealth Alliance, LLC 0.13% No change 1,398 $265K
Facet Wealth, Inc. 0.01% New 1,394 $264K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 1,387 $263K
GPS Wealth Strategies Group, LLC 0.03% Add +0.1% 1,385 $263K
Southland Equity Partners LLC 0.05% Add +11.8% 1,385 $263K
Plan A Wealth LLC 0.13% New 1,378 $261K
CPA Asset Management Group, LLC 0.10% No change 1,370 $260K
Revolve Wealth Partners, LLC 0.03% Reduce -10.3% 1,362 $258K
Maseco LLP 0.01% Add +143.5% 1,361 $258K
Jim Saulnier & Associates, LLC 0.14% Add +0.4% 1,359 $258K
Wisconsin Wealth Advisors, LLC 0.25% No change 1,359 $258K
SFG Wealth Management, LLC. 0.11% New 1,352 $256K
Cooper Financial Group 0.03% Reduce -13.9% 1,352 $256K
Orser Capital Management, LLC 0.13% New 1,350 $256K
Quotient Wealth Partners, LLC 0.01% Reduce -44.0% 1,345 $255K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.7% 1,342 $255K
Acropolis Investment Management, LLC 0.01% No change 1,401 $255K
Arq Wealth Advisors, LLC 0.07% No change 1,334 $253K
Cobblestone Capital Advisors LLC 0.01% No change 1,330 $252K
BIP Wealth, LLC 0.01% Reduce -15.3% 1,326 $251K
Symphony Financial Services, Inc. 0.14% Add +19.0% 1,324 $251K
Archvest Wealth Advisors, Inc. 0.22% Add +0.8% 1,322 $251K
Fogel Capital Management, Inc. 0.12% No change 1,319 $250K
Verus Capital Partners, LLC 0.02% New 1,316 $250K
Channel Wealth LLC 0.07% Reduce -19.8% 1,316 $250K
Cascade Investment Advisors, Inc. 0.15% No change 1,314 $249K
B.O.S.S. Retirement Advisors, LLC 0.06% Add +15.6% 1,313 $249K
Hudock, Inc. 0.04% Add +0.5% 1,311 $249K
Bricktown Capital, LLC 0.04% No change 1,308 $248K
Spectrum Financial Alliance Ltd LLC 0.06% No change 1,297 $246K
Willis Johnson & Associates, Inc. 0.02% Reduce -72.2% 1,295 $246K
Marex Group Ltd 0.00% Reduce -67.6% 1,293 $245K
Beacon Investment Advisory Services, Inc. 0.01% New 1,290 $245K
Nvest Financial, LLC 0.14% Reduce -27.1% 1,289 $245K
Ascent Group, LLC 0.01% Reduce -23.8% 1,285 $244K
Tradewinds, LLC. 0.06% Reduce -92.8% 1,284 $244K
Vigilare Wealth Management 0.08% Reduce -7.1% 1,274 $242K
Bender Robert & Associates 0.05% No change 1,274 $242K
Capital Squared Financial LLC 0.21% No change 1,266 $240K
Compass Financial Services Inc 0.11% Add +0.2% 1,260 $239K
Rather & Kittrell, Inc. 0.04% New 1,257 $238K
Pacific Point Advisors, LLC 0.14% Add +6.2% 1,253 $238K
Libra Wealth LLC 0.07% No change 1,251 $237K
Cornerstone Capital, Inc. 0.02% New 1,250 $237K
Royal Capital Wealth Management, LLC 0.15% New 1,248 $237K
Victory Financial Group, LLC 0.03% New 1,248 $237K
MRP Capital Investments, LLC 0.20% No change 1,300 $236K
Idaho Trust Co 0.08% New 1,243 $236K
Mogy Joel R Investment Counsel Inc. 0.01% No change 1,240 $235K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -7.5% 1,241 $235K
Mattern Wealth Management LLC 0.05% No change 1,236 $234K
JSF Financial, LLC 0.05% Add +0.2% 1,227 $233K
SeaCrest Wealth Management, LLC 0.02% Reduce -17.5% 1,215 $232K
TCI Wealth Advisors, Inc. 0.01% No change 1,212 $230K
CAP Partners, LLC 0.13% Add +0.1% 1,212 $230K
Kesler, Norman & Wride, LLC 0.05% Add +0.1% 1,312 $230K
TCTC Holdings, LLC 0.01% No change 1,210 $230K
BLB&B Advisors, LLC 0.01% Add +1.9% 1,210 $230K
Brendel Financial Advisors LLC 0.12% Reduce -83.3% 1,204 $228K
Milestone Asset Management, LLC 0.04% Reduce -49.1% 1,203 $228K
Hayek Kallen Investment Management 0.07% No change 1,200 $228K
Centerpoint Advisors, LLC 0.07% No change 1,200 $228K
HCR Wealth Advisors 0.02% New 1,196 $228K
BankPlus Trust Department 0.06% No change 1,201 $228K
Balboa Wealth Partners 0.04% Reduce -8.7% 1,201 $228K
McDonald Capital Investors Inc. 0.01% No change 1,195 $227K
Forefront Wealth Management Inc. 0.17% Add +0.1% 1,195 $227K
Formidable Asset Management, LLC 0.04% New 1,246 $226K
Innova Wealth Partners 0.12% Add +0.1% 1,193 $226K
TruNorth Capital Management, LLC 0.04% Add +23.3% 1,192 $226K
Virginia Wealth Management Group, Inc. 0.13% New 1,190 $226K
Clarity Financial LLC 0.02% Reduce -14.1% 1,181 $224K
Ellis Investment Partners, LLC 0.04% Reduce -0.7% 1,179 $224K
Rathbones Group PLC 0.00% New 1,172 $222K
Forefront Wealth Partners, LLC 0.06% New 1,170 $222K
Prosperitas Financial LLC 0.09% Reduce -1.0% 1,162 $220K
Washington Trust Advisors, Inc. 0.02% Add +21.9% 1,157 $219K
SYM FINANCIAL Corp 0.02% No change 1,152 $219K
Guidance Point Advisors, LLC 0.05% No change 1,150 $218K
Colonial Trust Co / SC 0.03% No change 1,151 $218K
Townsend & Associates, Inc 0.02% No change 1,157 $218K
Sovereign Investment Advisors, LLC 0.06% No change 1,143 $217K
Accredited Investors Inc. 0.01% New 1,143 $217K
Tortoise Investment Management, LLC 0.02% Reduce -19.1% 1,140 $216K
Flagship Wealth Advisors, LLC 0.07% Add +104.5% 1,139 $216K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,139 $216K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -92.5% 1,138 $216K
Element Wealth, LLC 0.09% No change 1,137 $216K
Lighthouse Financial LLC 0.14% Reduce -34.7% 1,130 $214K
Harbor Group, Inc. 0.03% Add +0.4% 1,130 $214K
Centurion Wealth Management LLC 0.05% New 1,127 $214K
Cordatus Wealth Management LLC 0.05% New 1,125 $213K
Sandy Cove Advisors, LLC 0.07% Add +0.3% 1,125 $213K
Spinnaker Investment Group, LLC 0.04% New 1,123 $213K
Keel Point, LLC 0.01% Reduce -0.6% 1,121 $213K
Chapman Financial Group, LLC 0.15% No change 1,120 $213K
BLVD Private Wealth, LLC 0.18% Reduce -2.5% 1,120 $212K
Trace Wealth Advisors, LLC 0.16% No change 1,120 $212K
Brass Tax Wealth Management, Inc. 0.04% No change 1,114 $211K
Operose Advisors LLC 0.05% Add +67.5% 1,114 $211K
John G Ullman & Associates Inc. 0.03% No change 1,109 $210K
MassMutual Private Wealth & Trust, FSB 0.01% New 1,105 $210K
Marathon Capital Management 0.05% New 1,103 $209K
Edgemoor Investment Advisors, Inc. 0.02% New 1,097 $208K
Busey Bank 0.01% Reduce -6.2% 1,092 $207K
Hazlett, Burt & Watson, Inc. 0.07% Add +228.4% 1,087 $207K
Kellett Wealth Advisors, LLC 0.12% New 1,090 $207K
Ridgecrest Wealth Partners, LLC 0.09% New 1,088 $206K
K.J. Harrison & Partners Inc 0.03% New 1,080 $206K
Plotkin Financial Advisors, LLC 0.10% New 1,084 $206K
Vista Capital Partners, Inc. 0.02% New 1,080 $205K
RAM Investment Partners, LLC 0.04% New 1,078 $204K
Leo Wealth, LLC 0.03% New 1,074 $204K
Maridea Wealth Management LLC 0.03% New 1,072 $204K
Virtue Asset Management LLC 0.17% — 1,063 $202K
MN Wealth Advisors, LLC 0.11% Reduce -82.1% 1,062 $201K
DMC Group, LLC 0.14% New 1,062 $201K
Private Management Group Inc. 0.01% New 1,062 $201K
Gradient Investments LLC 0.00% Reduce -99.3% 1,062 $201K
Banque Transatlantique SA 0.00% Reduce -61.4% 1,061 $201K
Sequent Planning LLC 0.06% New 1,055 $200K
Ulland Investment Advisors, LLC 0.15% No change 1,025 $194K
Credit Industriel Et Commercial 0.04% Reduce -57.3% 978 $186K
Evelyn Partners Investment Management LLP 0.01% Add +225.0% 975 $185K
Morgan Dempsey Capital Management LLC 0.08% No change 970 $184K
Cary Street Partners Investment Advisory LLC 0.07% Add +49.2% 931 $177K
CVA Family Office, LLC 0.02% Reduce -20.0% 897 $170K
Oakworth Capital, Inc. 0.01% Add +5.5% 886 $168K
Future Financial Wealth Managment LLC 0.11% No change 880 $167K
Wagner Wealth Management, LLC 0.04% Add +13.9% 879 $167K
Missouri Trust & Investment Co 0.05% No change 877 $166K
Trust Co 0.02% Reduce -6.3% 839 $159K
Financial Life Planners 0.10% New 820 $156K
Hantz Financial Services, Inc. 0.00% Reduce -28.8% 816 $155K
Y.D. More Investments Ltd 0.01% Reduce -36.9% 805 $152K
GS Investments, Inc. 0.08% No change 800 $152K
N.E.W. Advisory Services LLC 0.01% Reduce -1.9% 796 $151K
Red Tortoise LLC 0.06% Add +642.2% 757 $144K
Tanglewood Legacy Advisors, LLC 0.05% No change 727 $138K
Dagco, Inc. 0.03% No change 720 $137K
First Command Advisory Services, Inc. 0.00% Add +5.4% 685 $130K
Painted Porch Advisors LLC 0.05% Reduce -22.8% 676 $128K
MPWM Advisory Solutions, LLC 0.07% Add +25.7% 665 $126K
Sound Income Strategies, LLC 0.01% Reduce -55.7% 656 $124K
Fairscale Capital, LLC 0.09% Reduce -7.6% 654 $124K
Key Financial Inc 0.02% No change 648 $123K
Kiker Wealth Management, LLC 0.06% No change 640 $121K
Creative Capital Management Investments LLC 0.04% No change 640 $121K
EPG Wealth Management LLC 0.03% Reduce -17.0% 640 $121K
City State Bank 0.03% No change 629 $119K
Perritt Capital Management Inc 0.05% Reduce -25.6% 573 $109K
Cutler Capital Management, LLC 0.04% No change 560 $106K
Wolff Wiese Magana LLC 0.06% No change 541 $103K
Smartleaf Asset Management LLC 0.01% Add +26.5% 535 $101K
Vermillion Wealth Management, Inc. 0.03% Reduce -27.9% 526 $100K
Versant Capital Management, Inc 0.01% Add +5.9% 519 $98K
Addison Advisors LLC 0.02% No change 510 $97K
Breakwater Investment Management 0.04% No change 502 $95K
Legacies Wealth LLC 0.06% No change 500 $95K
Avalon Trust Co 0.01% No change 500 $95K
Financial Consulate, Inc. 0.01% New 497 $94K
Financial Connections Group, Inc. 0.04% No change 484 $91K
DHJJ Financial Advisors, Ltd. 0.03% Add +6.0% 480 $91K
LRI Investments, LLC 0.01% No change 475 $90K
Providence Capital Advisors, LLC 0.01% No change 456 $87K
Clearstead Trust, LLC 0.01% No change 454 $86K
Promus Capital, LLC 0.05% Reduce -43.4% 421 $80K
Piscataqua Savings Bank 0.06% Reduce -6.8% 410 $78K
Morling Financial Advisors, LLC 0.03% No change 409 $78K
Jackson Hole Capital Partners, LLC 0.01% New 401 $76K
Fortitude Family Office, LLC 0.02% New 400 $76K
NFSG Corp 0.01% Add +0.5% 394 $75K
Roxbury Financial LLC 0.07% Reduce -13.9% 389 $74K
Heartwood Wealth Advisors LLC 0.01% New 383 $73K
Allspring Global Investments Holdings, LLC 0.00% New 355 $67K
Delta Asset Management LLC 0.01% New 329 $62K
Motco 0.01% No change 316 $60K
SOA Wealth Advisors, LLC. 0.01% No change 303 $57K
American National Bank & Trust 0.01% Reduce -93.3% 302 $57K
Lavaca Capital LLC 0.01% No change 300 $57K
Strategic Investment Solutions, Inc. 0.01% New 294 $56K
Pin Oak Investment Advisors Inc. 0.04% No change 289 $55K
Howe & Rusling Inc. 0.00% Add +0.3% 288 $55K
Caitlin John, LLC 0.04% New 287 $54K
Center for Financial Planning, Inc. 0.01% New 285 $54K
SBI Securities Co., Ltd. 0.00% Add +20.5% 276 $52K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 276 $52K
MCF Advisors LLC 0.00% No change 250 $47K
Silicon Valley Capital Partners 0.00% Add +0.4% 247 $47K
Hanson & Doremus Investment Management 0.01% Reduce -23.4% 236 $45K
Copia Wealth Management 0.03% Add +335.9% 231 $44K
Tidemark, LLC 0.01% No change 231 $44K
South Plains Financial, Inc. 0.03% No change 231 $44K
Richards, Merrill & Peterson, Inc. 0.02% Add +0.4% 230 $44K
Fairman Group, LLC 0.04% No change 229 $44K
Wellington Shields & Co., LLC 0.01% Add +0.5% 208 $40K
Marquette Asset Management, LLC 0.01% No change 207 $39K
Creekmur Asset Management LLC 0.01% No change 203 $39K
First Pacific Financial 0.01% Add +0.5% 191 $36K
GoalVest Advisory LLC 0.01% No change 189 $36K
Goodman Advisory Group, LLC 0.01% New 187 $35K
Financial Perspectives, Inc 0.01% No change 185 $35K
Cloud Capital Management, LLC 0.02% New 187 $35K
Old Second National Bank of Aurora 0.01% No change 177 $34K
IMA Advisory Services, Inc. 0.00% New 175 $33K
Richardson Capital Management LLC 0.02% No change 174 $33K
Tompkins Financial Corp. 0.00% New 169 $32K
Frazier Financial Advisors, LLC 0.02% Reduce -10.6% 168 $32K
Joseph Group Capital Management 0.01% No change 165 $31K
Cambridge Financial Group, Inc. 0.01% No change 160 $30K
Investment Counsel Co. of Nevada 0.06% No change 158 $30K
Nalls Sherbakoff Group, LLC 0.02% No change 150 $28K
Front Row Advisors LLC 0.01% No change 150 $28K
Princeton Global Asset Management LLC 0.00% No change 146 $28K
Aviso Financial Inc. 0.00% New 145 $28K
Nova Wealth Management, Inc. 0.02% No change 140 $27K
Citizens National Bank Trust Department 0.00% Reduce -24.3% 140 $27K
Birchbrook, Inc. 0.01% No change 139 $26K
NBZ Investment Advisors LLC 0.01% New 135 $26K
Pineridge Advisors LLC 0.01% No change 133 $25K
Coston, McIsaac & Partners 0.01% No change 131 $25K
Resources Management Corp. /CT/ 0.00% No change 133 $25K
Deane Retirement Strategies, Inc. 0.01% Add +15.4% 120 $23K
POM Investment Strategies, LLC 0.01% New 112 $21K
McIlrath & Eck, LLC 0.00% Add +358.3% 110 $21K
Chilton Capital Management LLC 0.00% Add +341.7% 106 $20K
Solstein Capital, LLC 0.01% No change 101 $19K
Horizon Financial Services, LLC 0.01% New 100 $19K
Avion Wealth 0.00% No change 85 $16K
Richardson Financial Services Inc. 0.01% No change 83 $16K
Walleye Capital LLC 0.00% Reduce -56.9% 81 $15K
Nemes Rush Group LLC 0.00% No change 73 $14K
Broadwater Capital Management LLC 0.01% Reduce -99.5% 71 $13K
Pacific Center for Financial Services 0.00% No change 69 $13K
Van Eck Associates Corp. 0.00% Reduce -53.3% 71 $13K
FWL Investment Management, LLC 0.00% Add +44.4% 65 $12K
Halbert Hargrove Global Advisors, LLC 0.00% No change 64 $12K
Horrell Capital Management, Inc. 0.01% No change 63 $12K
SJS Investment Consulting Inc. 0.00% Add +10.7% 62 $12K
Wealth Watch Advisors, INC 0.00% New 62 $12K
Hurley Capital, LLC 0.01% No change 59 $11K
Navigoe, LLC 0.01% Reduce -16.9% 59 $11K
Prestige Wealth Management Group LLC 0.00% No change 56 $11K
Aventus Investment Advisors, Inc. 0.01% No change 53 $10K
CNB Bank 0.00% No change 52 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 51 $10K
IAG Wealth Partners, LLC 0.00% No change 50 $9K
Davis Capital Management 0.01% — 49 $9K
Affinity Wealth LLC 0.01% New 45 $9K
Sittner & Nelson, LLC 0.00% No change 44 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $8K
Clear Investment Research, LLC 0.01% No change 33 $7K
Lowe Wealth Advisors, LLC 0.00% No change 35 $7K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -66.7% 35 $7K
Raleigh Capital Management Inc. 0.00% New 30 $6K
Armor Investment Advisors, LLC 0.00% No change 30 $6K
Blue Trust, Inc. 0.00% Add +64.7% 28 $5K
New Millennium Group LLC 0.00% No change 25 $5K
Valued Wealth Advisors LLC 0.00% No change 25 $5K
Kozak & Associates, Inc. 0.00% No change 21 $4K
Legacy Wealth Managment, LLC 0.00% No change 20 $4K
Kennebec Savings Bank 0.00% Reduce -47.2% 19 $4K
HFM Investment Advisors, LLC 0.00% No change 19 $4K
Transamerica Financial Advisors, LLC 0.00% Add +13.3% 17 $3K
Guerra Advisors Inc 0.00% New 11 $2K
Blume Capital Management, Inc. 0.00% Reduce -35.3% 11 $2K
Bay Harbor Wealth Management, LLC 0.00% No change 11 $2K
Ameritas Investment Partners, Inc. 0.00% Reduce -78.3% 10 $2K
Rakuten Securities, Inc. 0.00% Reduce -28.6% 10 $2K
Investment Research & Advisory Group, Inc. 0.00% New 8 $2K
Tradewinds Capital Management, LLC 0.00% New 8 $2K
Proffitt & Goodson Inc. 0.00% No change 7 $1K
New Republic Capital, LLC 0.00% No change 6 $1K
Valley National Advisers Inc. 0.00% New 9 $1K
Cordant, Inc. 0.00% New 5 $949
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.