Invesco S&P 500 Equal WeightRSPETF

13F holders, Q4 2025 (December 31)
2,132holders +183
162new positions
89sold out
10famous investors
$190.72avg. 13F price*

At the end of Q4 2025, 2,132 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 183 from Q3 2025. 162 opened new positions and 89 sold out. The largest holders were Morgan Stanley ($6.0B), Northwestern Mutual Wealth Management Co. ($5.0B) and Bank of America Corp. ($4.2B). 10 famous investors held it, including Stanley Druckenmiller (5.3% of Duquesne Family Office's portfolio), George Soros (0.4% of Soros Fund Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions162$2.3B
Exits89$621.9M

All 13F filers, Q3 2025 → Q4 2025: 37,891,709 shares bought and 17,138,994 shares sold, net +20,752,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,132 holders

Morgan Stanley 0.36% Add +7.9% 31,346,217 $6.0B
Northwestern Mutual Wealth Management Co. 3.18% Add +3.8% 26,252,217 $5.0B
Bank of America Corp. 0.30% Add +3.7% 21,802,619 $4.2B
Goldman Sachs Group Inc. 0.32% Add +46.7% 11,696,710 $2.2B
Invesco Ltd. 0.18% Add +4.6% 10,144,784 $1.9B
UBS Group AG 0.37% Add +39.8% 9,824,792 $1.9B
State of Wisconsin Investment Board 3.65% Add +14.3% 8,485,519 $1.6B
Wells Fargo & Company 0.25% Reduce -0.7% 6,624,063 $1.3B
LPL Financial LLC 0.29% Add +7.1% 5,486,948 $1.1B
Texas Permanent School Fund Corp. 47.94% Reduce -40.5% 5,469,896 $1.0B
Cresset Asset Management, LLC 3.49% Add +6.4% 4,284,454 $820.7M
Japan Science & Technology Agency 13.35% No change 3,792,112 $726.4M
Raymond James Financial Inc. 0.22% Reduce -0.5% 3,700,072 $708.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 3.47% Add +0.3% 3,579,650 $685.7M
Ameriprise Financial Inc. 0.15% Add +0.7% 3,551,658 $680.3M
Royal Bank of Canada 0.10% Reduce -11.8% 3,090,892 $592.1M
Truist Financial Corp. 0.71% Reduce -4.1% 2,757,713 $528.3M
Healthcare of Ontario Pension Plan Trust Fund 0.80% Add +13.1% 2,460,000 $471.2M
Keybank National Association 1.59% Reduce -35.8% 2,320,620 $444.5M
BNP Paribas Financial Markets 0.28% Reduce -9.8% 2,260,584 $433.0M
Cerity Partners LLC 0.55% Add +11.8% 1,963,478 $376.1M
Focus Partners Wealth 0.41% Add +44.5% 1,874,285 $359.0M
Citigroup Inc. 0.25% Add +61.8% 1,872,303 $358.7M
JPMorgan Chase & Co. 0.02% Reduce -33.0% 1,856,291 $355.6M
Envestnet Asset Management Inc. 0.10% Add +0.9% 1,774,952 $340.0M
Varma Mutual Pension Insurance Co 1.98% New 1,708,000 $327.2M
Phoenix Financial Ltd. 3.37% Reduce -8.1% 1,625,542 $311.4M
Clal Insurance Enterprises Holdings Ltd 1.98% New 1,600,000 $306.5M
Barclays PLC 0.12% Add +176.4% 1,524,057 $291.9M
BW Gestao de Investimentos Ltda. 10.12% New 1,499,100 $287.2M
Rockefeller Capital Management L.P. 0.49% Add +8.2% 1,434,548 $274.8M
HighTower Advisors, LLC 0.30% Add +4.1% 1,409,611 $270.0M
Osaic Holdings, Inc. 0.37% Reduce -8.8% 1,337,435 $256.3M
LBMC Investment Advisors, LLC 15.81% Reduce -0.3% 1,332,133 $255.2M
Moore Capital Management, LP 4.98% Add +3315.5% 1,222,346 $234.2M
Duquesne Family Office 5.33% New 1,173,925 $224.9M
Voya Investment Management LLC 0.25% New 1,141,275 $218.6M
Freedom Together Foundation 26.72% No change 1,100,000 $210.7M
Stifel Financial Corp. 0.19% Add +2.1% 1,094,052 $209.6M
Commonwealth Equity Services, LLC 0.27% Reduce -0.7% 1,071,458 $205.2M
Cetera Investment Advisers 0.22% Reduce -2.1% 1,043,865 $200.0M
Brown Advisory Inc. 0.23% Reduce -4.2% 858,865 $164.5M
Bank of New York Mellon Corp 0.03% Reduce -29.0% 802,717 $153.8M
Trust Co of Tennessee 30.36% Add +2.4% 797,760 $152.8M
Horizon Investments, LLC 1.91% Add +0.2% 786,841 $150.7M
Ally Financial Inc. 17.96% No change 768,000 $147.1M
Caisse de depot et placement du Quebec 0.25% New 757,000 $145.0M
First Interstate Bank 7.78% Add +1.1% 756,370 $144.9M
CI Investments Inc. 0.59% No change 705,470 $135.1M
Janney Montgomery Scott LLC 0.31% Reduce -5.2% 695,867 $133.3M
Cambridge Investment Research Advisors, Inc. 0.35% Reduce -13.8% 684,869 $131.2M
Erste Asset Management GmbH 1.10% Add +127.0% 683,360 $130.9M
Clearstead Advisors, LLC 1.65% Add +12.4% 681,315 $130.5M
Summit Trail Advisors, LLC 2.22% Reduce -24.6% 669,322 $128.2M
MAI Capital Management 0.70% Add +11.0% 633,714 $121.4M
Schusterman Interests, LLC 27.40% No change 625,000 $119.7M
Valeo Financial Advisors, LLC 2.56% Reduce -3.3% 599,980 $114.9M
SCS Capital Management LLC 1.21% Add +56.2% 596,705 $114.3M
AlphaCore Capital LLC 2.55% Add +622.2% 593,537 $113.7M
Bell Bank 4.81% Add +102.2% 587,480 $112.5M
Wealth Enhancement Advisory Services, LLC 0.15% Reduce -0.2% 567,165 $111.7M
Csenge Advisory Group 5.03% Add +4.4% 580,044 $111.1M
Kestra Advisory Services, LLC 0.46% Reduce -5.0% 578,600 $110.8M
Aptus Capital Advisors, LLC 0.92% Add +24.9% 565,821 $108.4M
US Bancorp \de 0.12% Reduce -10.0% 554,054 $106.1M
Blair William & Co. 0.28% Add +34.0% 549,986 $105.4M
Cercano Management LLC 3.88% Reduce -14.4% 534,478 $102.4M
MKP Capital Management, L.L.C. 3.56% New 522,000 $100.0M
Moment Partners, LLC 20.47% Add +2.9% 519,455 $99.5M
Endurance Services Ltd 17.33% No change 511,000 $97.9M
Glenmede Trust Co. NA 0.44% — 490,046 $93.9M
MML Investors Services, LLC 0.23% Add +6.1% 484,997 $92.9M
CENTRAL TRUST Co 1.81% Reduce -0.4% 483,298 $92.6M
PNC Financial Services Group, Inc. 0.05% Reduce -1.4% 474,334 $90.9M
Rock Creek Group LLC 10.05% Reduce -28.1% 467,881 $89.6M
Vanderbilt University 15.27% Add +0.4% 467,029 $89.5M
FAS Wealth Partners, Inc. 5.68% Add +1.6% 458,668 $87.9M
Beacon Pointe Advisors, LLC 0.62% Add +176.7% 457,299 $87.6M
CIBC Private Wealth Group LLC 0.15% Add +20.0% 452,511 $86.7M
Waverly Advisors, LLC 0.69% Reduce -9.8% 446,606 $85.6M
Chai Trust Co. LLC 7.32% No change 1,865,494 $84.9M
Jabodon PT Co. 11.05% New 436,069 $83.5M
Naman Capital Ltda 23.06% Reduce -13.0% 427,975 $82.0M
Mariner, LLC 0.10% Add +3.4% 425,884 $81.6M
Private Advisor Group, LLC 0.38% Reduce -1.2% 421,963 $80.8M
NewEdge Advisors, LLC 0.29% Add +24.3% 410,857 $78.7M
Wellington Management Group LLP 0.01% New 396,364 $75.9M
Peapack Gladstone Financial Corp. 0.93% Add +18.1% 383,502 $73.5M
Consolidated Investment Group LLC 8.72% No change 380,395 $72.9M
First Manhattan Co. Llc. 0.19% Reduce -23.2% 380,152 $72.8M
Dakota Wealth Management 1.29% Add +0.1% 378,130 $72.4M
Venture Visionary Partners LLC 2.35% Reduce -0.6% 375,222 $71.9M
Bernicke Wealth Management, Ltd. 9.22% — 374,721 $71.8M
Choreo, LLC 0.89% Add +5.8% 362,087 $70.0M
Jones Financial Companies LLLP 0.04% Add +21.8% 355,271 $68.1M
Exencial Wealth Advisors, LLC 2.15% Add +4.8% 355,002 $68.0M
Baltimore-Washington Financial Advisors, Inc. 2.84% Add +2.6% 354,814 $68.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9.07% Add +27.5% 352,732 $67.6M
Equitable Holdings, Inc. 0.46% Add +6.2% 350,466 $67.1M
Stratos Wealth Partners, LTD. 0.76% Reduce -0.2% 346,769 $66.4M
Spider Management Company, LLC 29.25% No change 343,186 $65.7M
Corient Private Wealth LP 0.09% Add +16.9% 341,744 $65.6M
Total Investment Management Inc. 8.41% Add +1.4% 342,244 $65.6M
Comerica Bank 0.26% Add +0.7% 338,295 $64.8M
OpenArc Corporate Advisory, LLC 1.06% — 336,078 $64.4M
First Western Trust Bank 3.14% Reduce -4.0% 333,061 $63.8M
Southern Farm Bureau Life Insurance 6.50% No change 328,428 $62.9M
Perbak Capital Partners LLP 18.96% Add +12.0% 324,343 $62.1M
Bridges Investment Management Inc. 0.77% Add +14.5% 316,978 $60.7M
Fiduciary Trust Co 0.68% Reduce -12.6% 311,402 $59.7M
CoreCap Advisors, LLC 2.05% Add +118.3% 307,043 $58.8M
Engineers Gate Manager LP 0.69% Add +166.3% 304,722 $58.4M
&partners 0.30% Add +49.3% 303,269 $58.2M
SummitTX Capital, L.P. 1.74% New 299,442 $57.4M
Berkshire Money Management, Inc. 5.47% Add +5.9% 299,108 $57.3M
Sollinda Capital Management LLC 14.43% Add +1002.8% 294,822 $56.5M
Cibc World Market Inc. 0.10% Reduce -19.5% 294,544 $56.4M
One Day In July LLC 4.62% Add +8.4% 293,276 $56.2M
NewEdge Wealth, LLC 0.63% Add +611.8% 291,902 $55.9M
Wharton Business Group, LLC 2.10% Add +0.7% 288,593 $55.3M
Dynasty Wealth Management, LLC 0.53% Add +70.5% 280,574 $53.7M
Baird Financial Group, Inc. 0.08% Add +10.1% 279,038 $53.5M
Sanctuary Advisors, LLC 0.29% Add +12.5% 277,366 $53.1M
HSBC Holdings PLC 0.03% Add +655.9% 269,858 $51.9M
McAdam, LLC 2.37% Add +2.7% 270,691 $51.9M
Brookstone Capital Management 0.59% Add +2.5% 269,874 $51.7M
Arvest Investments, Inc. 7.07% Add +4.2% 262,534 $50.3M
Creative Planning 0.04% Add +20.5% 262,138 $50.2M
Qube Research & Technologies Ltd 0.07% Add +349.4% 259,948 $49.8M
Mason Street Advisors, LLC 4.89% Add +70.0% 259,430 $49.7M
CBIZ Investment Advisory Services, LLC 1.86% Add +20.4% 257,030 $49.1M
Bank of Montreal 0.02% Add +8.9% 254,523 $48.8M
Rainey & Randall Wealth Advisors Inc. 7.93% Add +1.6% 253,675 $48.6M
Steward Partners Investment Advisory, LLC 0.26% Add +4.6% 245,890 $47.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.33% Add +346.9% 245,595 $47.1M
Federation des caisses Desjardins du Quebec 0.18% Add +12.2% 243,991 $46.7M
Neuberger Berman Group LLC 0.03% Add +81.1% 234,692 $45.0M
Sapient Capital LLC 0.63% Add +2.0% 230,449 $44.5M
Greenwood Gearhart LLC 2.45% Reduce -0.6% 232,212 $44.5M
HB Wealth Management, LLC 0.29% Add +5.0% 230,519 $44.2M
Citadel Advisors 0.03% Add +64.5% 229,742 $44.0M
Oarsman Capital, Inc. 5.67% Add +13.9% 227,723 $43.6M
Activest Wealth Management 8.06% Reduce -3.7% 225,161 $43.1M
Banco Santander, S.A. 0.32% Reduce -5.8% 220,609 $42.3M
Joule Financial, LLC 12.65% Reduce -1.3% 220,490 $42.2M
Atlanta Consulting Group Advisors, LLC 9.49% Add +0.1% 218,789 $41.9M
Permanent Capital Management, LP 8.14% Add +0.6% 218,091 $41.8M
Common Fund for Nonprofit Organizations 3.39% Reduce -1.7% 217,992 $41.8M
FSA Investment Group, LLC 24.26% Add +15.3% 207,763 $39.8M
HM Payson & Co. 0.55% Reduce -22.6% 204,199 $39.1M
TRUE Private Wealth Advisors 3.88% Reduce -2.2% 202,336 $38.8M
Axiom Financial Strategies, LLC 16.28% Add +3.7% 201,965 $38.7M
Millennium Management 0.03% Add +182.3% 200,614 $38.4M
New Harbor Financial Group, LLC 7.03% Add +7.2% 200,264 $38.4M
WESCAP Management Group, Inc. 7.68% Reduce -0.3% 197,740 $37.9M
National Bank of Canada 0.04% Add +1.1% 196,960 $37.7M
Elk River Wealth Management LLC 6.06% Reduce -0.5% 197,518 $37.7M
Mercer Global Advisors Inc. 0.06% Reduce -29.6% 189,478 $37.5M
Requisite Capital Management, LLC 7.09% Reduce -2.1% 195,014 $37.4M
Steele Capital Management, Inc. 1.60% Add +2.8% 194,782 $37.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +55.4% 194,700 $37.3M
Generali Investments CEE, investicni spolecnost, a.s. 2.62% No change 193,976 $37.2M
Vicus Capital 2.77% Add +1.4% 192,469 $36.9M
Integrated Wealth Concepts LLC 0.44% Reduce -29.3% 192,315 $36.8M
Arete Wealth Advisors, LLC 2.55% Add +3.0% 192,229 $36.8M
Arkadios Wealth Advisors 0.73% Add +10.8% 192,103 $36.8M
Howard Financial Services, LTD. 4.29% Reduce -2.4% 191,639 $36.7M
Pinnacle Financial Partners, Inc. 0.28% — 190,548 $36.5M
Bangor Savings Bank 2.93% Add +7.9% 190,142 $36.4M
D.A. Davidson & Co. 0.22% Add +6.4% 189,058 $36.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.86% Reduce -29.1% 188,706 $36.1M
Main Management LLC 2.58% Add +4.9% 187,430 $35.9M
BlackRock, Inc. 0.00% Add +59.2% 181,633 $34.8M
Arvest Bank Trust Division 1.88% Add +0.6% 181,473 $34.8M
Hennion & Walsh Asset Management, Inc. 1.19% Add +5.7% 180,480 $34.6M
Gotham Asset Management 0.13% Add +4.4% 179,373 $34.4M
Granite Bay Wealth Management, LLC 8.15% Add +6.6% 175,632 $33.6M
Sage Financial Group Inc. 2.20% New 173,187 $33.2M
SimpliFi, Inc. 13.90% Add +202.5% 171,537 $32.9M
Badgley Phelps Wealth Managers, LLC 0.60% Reduce -2.9% 170,347 $32.6M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4.75% New 168,436 $32.3M
Captrust Financial Advisors 0.06% Add +14.4% 168,365 $32.3M
Financially Speaking Inc 20.37% New 164,337 $31.5M
Davidson Capital Management Inc. 6.81% Add +1.1% 164,285 $31.5M
Davis Investment Partners, LLC 10.82% Reduce -3.3% 160,468 $30.9M
Shufro Rose & Co. LLC 2.08% Reduce -2.8% 159,796 $30.6M
Kera Capital Partners, Inc. 3.76% Add +3.2% 153,782 $30.5M
OP Asset Management Ltd 0.36% No change 158,782 $30.4M
Farther Finance Advisors, LLC 0.33% Reduce -2.1% 158,684 $30.4M
Pinnacle Associates Ltd. 0.39% Reduce -0.8% 158,526 $30.4M
Southeast Asset Advisors, LLC 2.88% Add +0.5% 158,201 $30.3M
Frisch Financial Group, Inc. 6.79% Add +0.8% 158,185 $30.3M
StoneX Group Inc. 1.31% Add +0.8% 157,960 $30.3M
Solidarity Wealth, LLC 6.13% New 156,477 $30.0M
Jackson, Grant Investment Advisers, Inc. 9.86% Add +2.3% 156,374 $30.0M
Old Mission Capital LLC 1.16% Add +364.1% 156,354 $30.0M
Robertson Stephens Wealth Management, LLC 0.84% Add +1.9% 156,253 $29.9M
FineMark National Bank & Trust 0.93% Add +350.7% 154,880 $29.7M
Sachem Head Capital Management LP 0.69% New 153,100 $29.3M
Mustico Financial Group, Inc. 22.53% Add +1.0% 148,315 $29.2M
Riversedge Advisors, LLC 4.73% Add +10.8% 151,988 $29.1M
Summit Financial, LLC 0.43% Reduce -14.4% 151,766 $29.1M
Jump Financial, LLC 0.39% New 150,839 $28.9M
One William Street Capital Management, L.P. 67.29% New 150,000 $28.7M
Wealth Advisors of Iowa, LLC 9.43% Add +0.5% 149,982 $28.7M
Waterloo Capital, L.P. 2.07% Add +1.0% 149,865 $28.7M
Stratos Investment Management, LLC 1.15% Reduce -0.4% 149,818 $28.7M
FMR LLC 0.00% Add +16.9% 149,268 $28.6M
Montag A & Associates Inc. 1.30% Reduce -3.6% 148,712 $28.5M
LTG Capital LLC 22.14% Add +31.5% 148,293 $28.4M
Jefferies Financial Group Inc. 0.24% Reduce -9.9% 147,822 $28.3M
PJT Investments Corp. 16.51% Add +0.3% 147,198 $28.2M
Sequoia Financial Advisors, LLC 0.16% Reduce -4.2% 146,212 $28.0M
IFP Advisors, Inc 0.62% Reduce -14.6% 145,117 $27.8M
Manning & Napier Advisors LLC 0.36% Add +12.1% 143,025 $27.6M
Cwm, LLC 0.07% Reduce -5.2% 143,173 $27.4M
Allen Investment Management, LLC 0.30% Add +32.9% 142,450 $27.3M
Advisory Services Network, LLC 0.38% Add +3.2% 140,977 $27.0M
Axxcess Wealth Management, LLC 0.48% Add +722.3% 140,493 $26.9M
Tucker Asset Management LLC 7.83% Reduce -8.8% 140,446 $26.9M
Matauro, LLC 4.05% Add +14.2% 140,332 $26.9M
PartnerRe Asset Management CORP 19.19% — 139,696 $26.8M
Montis Financial, LLC 5.21% Add +7.7% 137,600 $26.4M
GenTrust, LLC 1.14% Add +4.2% 137,070 $26.3M
Heck Capital Advisors, LLC 1.96% Reduce -54.7% 137,013 $26.2M
Quantinno Capital Management LP 0.05% Add +83.2% 135,863 $26.0M
Fairway Wealth LLC 7.00% Add +3.9% 135,457 $25.9M
Brogan Financial, Inc. 11.33% Reduce -0.8% 135,319 $25.9M
Toronto Dominion Bank 0.05% Add +132.1% 134,339 $25.7M
Wealthspire Advisors, LLC 0.20% Reduce -0.9% 134,069 $25.7M
Stephenson & Company, Inc. 13.93% Add +2.6% 132,428 $25.4M
Lido Advisors, LLC 0.10% Reduce -3.0% 132,974 $25.4M
Glen Eagle Advisors, LLC 3.32% Reduce -5.7% 127,481 $24.4M
TD Waterhouse Canada Inc. 0.15% Add +2.3% 127,406 $24.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.12% Reduce -0.2% 126,960 $24.3M
Vectors Research Management, LLC 7.40% Add +5.0% 126,619 $24.3M
McAlister, Sweet & Associates, Inc. 18.37% Add +1.1% 39,380 $24.2M
OneDigital Investment Advisors LLC 0.24% Reduce -1.6% 126,143 $24.2M
Titleist Asset Management, LLC 1.95% Add +4.3% 126,089 $24.2M
Dimension Capital Management LLC 3.37% Add +3.8% 125,354 $24.0M
BBR Partners, LLC 1.28% Reduce -2.5% 124,113 $23.8M
Alliancebernstein L.P. 0.01% Add +25.5% 124,096 $23.8M
Arlington Trust Co LLC 2.42% Add +11.3% 123,950 $23.7M
Tiller Private Wealth, Inc. 8.39% Reduce -0.8% 123,093 $23.6M
Compass Wealth Management LLC 5.79% Reduce -1.9% 121,300 $23.2M
Patton Fund Management, Inc. 3.11% Add +5.4% 121,023 $23.2M
Fairvoy Private Wealth, LLC 5.19% Add +1.0% 120,994 $23.2M
Petrus Trust Company, LTA 2.34% No change 120,850 $23.2M
Kelleher Financial Advisors 5.34% Add +81.7% 120,443 $23.1M
Equitable Trust Co. 1.02% Add +2.9% 119,234 $22.8M
Invariant Investment Management 14.59% — 115,322 $22.8M
Capital Advisors, Ltd. LLC 2.56% Add +3.8% 118,726 $22.7M
Money Concepts Capital Corp. 1.26% Reduce -12.9% 117,474 $22.5M
NTV Asset Management LLC 2.37% Reduce -0.6% 116,907 $22.4M
Kirtland Hills Capital Management, LLC 7.78% Add +24.8% 115,793 $22.2M
Advocacy Wealth Management, LLC 0.93% Reduce -2.9% 115,576 $22.1M
Baker Avenue Asset Management, LP 0.51% Add +2.3% 114,866 $22.0M
LeConte Wealth Management, LLC 14.34% Reduce -8.4% 114,583 $21.9M
Biltmore Family Office, LLC 3.02% Add +19.7% 114,039 $21.8M
Roth Financial Partners LLC 7.20% Add +4.6% 113,928 $21.8M
Bernardo Wealth Planning LLC 4.14% Add +0.1% 113,431 $21.7M
Port Capital LLC 0.93% Add +27.2% 112,775 $21.6M
New England Capital Financial Advisors LLC 8.43% Add +1.1% 112,630 $21.6M
Seneca House Advisors 8.05% Reduce -15.3% 112,334 $21.5M
Wealth Advisory Solutions, LLC 5.00% Add +63.7% 111,894 $21.4M
Flagship Harbor Advisors, LLC 1.01% Add +6.3% 111,626 $21.4M
Sightline Wealth Advisors, LLC 9.11% Reduce -13.4% 111,530 $21.4M
Sepio Capital, LP 1.17% Add +4.7% 111,305 $21.3M
WealthBridge Capital Management, LLC 4.83% Add +0.0% 110,628 $21.2M
Geneos Wealth Management Inc. 0.52% Add +3.1% 110,120 $21.1M
Sigma Investment Counselors Inc. 1.06% New 108,855 $20.9M
Kopp Family Office, LLC 13.15% Add +35.2% 107,516 $20.6M
Envestnet Portfolio Solutions, Inc. 0.07% Add +1.6% 105,547 $20.2M
Lowe Brockenbrough & Co. Inc. 0.99% Add +0.5% 105,011 $20.1M
Ieq Capital, LLC 0.06% Reduce -0.0% 104,685 $20.1M
Soros Fund Management 0.36% Reduce -87.5% 104,067 $19.9M
RFP Financial Group LLC 9.43% Add +66.2% 102,776 $19.7M
Franklin Resources Inc. 0.00% Add +3.3% 102,144 $19.6M
Ascent Wealth Partners, LLC 2.25% Add +2.1% 101,883 $19.5M
Sterneck Capital Management, LLC 8.77% Add +1.8% 101,703 $19.5M
Bright Financial Advisors, Inc. 9.19% Add +1.3% 101,564 $19.5M
Cary Street Partners Financial LLC 0.48% Add +2.7% 101,322 $19.4M
Raelipskie Partnership 8.06% Add +2.0% 100,335 $19.2M
Evernest Financial Advisors, LLC 4.02% Add +14.5% 94,878 $19.2M
Inlight Wealth Management, LLC 6.99% Add +35.8% 99,712 $19.1M
Concurrent Investment Advisors, LLC 0.22% Add +22.5% 99,503 $19.1M
Walleye Partners, LLC 21.12% — 99,231 $19.0M
Wealth Forward, LLC 10.73% Reduce -1.2% 99,181 $19.0M
Compton Wealth Advisory Group, LLC 4.12% Reduce -0.3% 98,319 $18.8M
Vaughan David Investments LLC 0.41% Reduce -0.0% 97,900 $18.8M
Westwood Holdings Group Inc. 0.15% Add +155.2% 97,743 $18.7M
Breakwater Capital Group 2.60% Add +0.2% 97,397 $18.7M
Parcion Private Wealth LLC 1.13% Reduce -2.9% 96,538 $18.5M
Kaydan Wealth Management, Inc. 5.30% Reduce -0.6% 95,685 $18.3M
Ballast, Inc. 4.27% Add +3.9% 95,336 $18.3M
Aft, Forsyth & Sober, LLC 5.53% No change 95,300 $18.3M
Sageworth Trust Co 0.78% Add +4.8% 95,269 $18.2M
Advisor OS, LLC 1.46% Add +5.2% 94,888 $18.2M
CSS LLC 3.04% Add +6.0% 94,842 $18.2M
Carroll Advisory Group, LLC 7.84% — 94,641 $18.1M
Sage Rhino Capital LLC 3.42% Reduce -0.1% 94,396 $18.1M
Courier Capital LLC 1.01% Add +3.1% 93,987 $18.0M
Davidson Kahn Capital Management, LLC 9.26% Add +16.9% 92,991 $17.8M
ExodusPoint Capital Management, LP 0.20% New 92,886 $17.8M
Peak Financial Management, Inc. 4.55% Add +2.2% 92,102 $17.6M
DAVENPORT & Co LLC 0.09% Add +15.1% 90,823 $17.4M
Tradition Wealth Management, LLC 1.25% Reduce -2.8% 90,673 $17.4M
Copos Capital B.V. 12.13% — 90,656 $17.4M
Peak Asset Management, LLC 2.95% Add +0.2% 90,487 $17.3M
Virtue Capital Management, LLC 2.67% Reduce -65.4% 89,822 $17.3M
Ausdal Financial Partners, Inc. 0.80% Add +42.2% 90,314 $17.3M
Sard Wealth Management Group, LLC 9.47% Add +0.8% 90,081 $17.3M
Prasad Wealth Partners, LLC 4.54% Add +5.0% 88,880 $17.0M
CX Institutional 0.50% Add +0.8% 88,123 $16.9M
Heritage Trust Co 1.72% Add +21.4% 88,103 $16.9M
Harbour Investments, Inc. 0.34% Add +5.1% 86,923 $16.7M
GFS Advisors, LLC 1.97% Reduce -0.0% 86,748 $16.6M
Manchester Financial Inc. 3.11% Reduce -6.7% 86,720 $16.6M
Karras Company, Inc. 16.12% — 86,291 $16.5M
Measured Wealth Private Client Group, LLC 4.36% Reduce -42.6% 86,132 $16.5M
Integrated Advisors Network LLC 0.73% Reduce -6.7% 85,547 $16.4M
Quest Investment Management LLC 1.77% Add +7.0% 85,491 $16.4M
Forge Financial Services LLC 7.00% Reduce -0.8% 85,444 $16.4M
Forvis Mazars Wealth Advisors, LLC 0.31% Reduce -4.6% 85,209 $16.3M
Pinnacle Wealth Management Advisory Group, LLC 1.12% Reduce -1.7% 85,024 $16.3M
First Foundation Advisors 0.61% Reduce -0.5% 84,492 $16.2M
Echo45 Advisors LLC 9.23% Reduce -18.1% 84,447 $16.2M
Brown Brothers Harriman & Co. 0.09% Add +35.9% 84,416 $16.2M
Dumont & Blake Investment Advisors LLC 3.83% Reduce -2.3% 83,220 $15.9M
Essex Financial Services, Inc. 0.91% Add +1.1% 83,159 $15.9M
Crews Bank & Trust 2.25% Reduce -0.3% 82,008 $15.7M
Wealthcare Advisory Partners LLC 0.31% Reduce -2.8% 81,913 $15.7M
Investment Planning Advisors, Inc. 4.52% Add +1669.2% 81,047 $15.5M
COFG Advisors, LLC 3.82% — 80,813 $15.5M
Parkside Investments, LLC 1.94% Add +3.4% 80,233 $15.4M
Ethos Financial Group, LLC 1.14% Add +3.3% 80,081 $15.3M
Granby Capital Management, LLC 8.17% No change 80,000 $15.3M
ADG Wealth Management Group, LLC 11.60% Reduce -1.1% 79,956 $15.3M
Advisor Resource Council 5.45% Add +2.5% 79,834 $15.3M
Stratos Wealth Advisors, LLC 0.74% Reduce -0.2% 79,420 $15.2M
Bleakley Financial Group, LLC 0.26% Add +7.7% 78,578 $15.1M
Park Place Capital Corp 3.13% Add +6.1% 78,504 $15.0M
Signal Advisors Wealth, LLC 1.19% Add +7.6% 78,144 $15.0M
Cidel Asset Management Inc. 1.06% No change 78,090 $15.0M
Muirfield Wealth Advisors LLC 10.82% Reduce -1.9% 76,998 $14.7M
Archer Investment Corp 3.31% Reduce -0.5% 76,552 $14.7M
Flputnam Investment Management Co. 0.21% Reduce -2.0% 76,428 $14.6M
Kayne Anderson Rudnick Investment Management LLC 0.04% Add +34.9% 76,295 $14.6M
Second Line Capital, LLC 2.99% Add +2.8% 75,984 $14.6M
Consolidated Portfolio Review Corp 1.25% Add +515.1% 75,471 $14.5M
Pine Ridge Advisers LLC 1.00% Add +0.3% 75,471 $14.5M
Schonfeld Strategic Advisors LLC 0.07% New 75,000 $14.4M
Element Squared LLC 7.78% Add +3857.9% 74,805 $14.3M
Caldwell Trust Co 1.27% Add +2.4% 74,543 $14.3M
Shapiro Capital Management LLC 0.75% Add +3428.6% 74,100 $14.2M
Johnson Investment Counsel Inc. 0.12% Add +6.4% 73,523 $14.1M
Bradley Foster & Sargent Inc. 0.21% Add +1.7% 73,280 $14.0M
Spectrum Asset Management, Inc. (NB/CA) 4.68% Add +6.6% 73,245 $14.0M
Gladstone Institutional Advisory LLC 0.53% Reduce -1.6% 73,113 $14.0M
Matthew Goff Investment Advisor, LLC 2.48% Reduce -1.9% 72,944 $14.0M
Cadent Capital Advisors, LLC 3.68% Add +3.4% 72,638 $13.9M
Vigilare Wealth Management 4.66% Add +5574.9% 72,298 $13.8M
Greenberg Financial Group 5.65% — 71,618 $13.7M
Berman McAleer LLC 1.87% Add +10.4% 71,526 $13.7M
Focused Wealth Management, Inc 1.45% Add +0.6% 71,495 $13.7M
IPG Investment Advisors LLC 2.40% Add +11.9% 71,330 $13.7M
SeaBridge Investment Advisors LLC 2.25% Reduce -0.2% 71,198 $13.6M
Tandem Wealth Advisors LLC 6.10% Reduce -8.5% 64,531 $13.6M
Capital Investment Advisory Services, LLC 0.96% Add +67.5% 70,925 $13.6M
Stephens Inc. 0.17% Reduce -2.0% 70,468 $13.5M
New England Asset Management Inc. 1.80% Add +1.9% 69,255 $13.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.75% No change 68,500 $13.1M
Sterling Manor Financial, LLC 8.16% Reduce -0.4% 68,265 $13.1M
Scotia Capital Inc. 0.05% Reduce -13.4% 68,227 $13.1M
Capital Investment Advisors, LLC 0.20% Reduce -0.1% 67,825 $13.0M
Allegheny Financial Group 1.91% Add +43.0% 67,526 $12.9M
Willis Investment Counsel 0.65% Add +31.2% 65,513 $12.5M
Smith, Moore & Co. 0.94% Add +104.5% 65,140 $12.5M
Harbor Investment Advisory, LLC 0.94% Add +0.3% 65,120 $12.5M
L. Roy Papp & Associates, LLP 1.37% Add +4.2% 64,880 $12.4M
AQR Capital Management 0.01% Add +6.9% 63,857 $12.2M
Hi-Line Capital Management, LLC 4.03% Reduce -9.3% 63,230 $12.1M
Quattro Financial Advisors LLC 3.61% Reduce -0.4% 63,048 $12.1M
Aspen Investment Management Inc 3.64% Reduce -0.2% 62,970 $12.1M
Insigneo Advisory Services, LLC 0.86% Add +10.9% 62,689 $12.0M
Walker Financial Services, Inc. 4.33% Add +50.5% 62,368 $11.9M
Winthrop Capital Management, LLC 2.76% Reduce -5.6% 61,855 $11.8M
Yelin Lapidot Holdings Management Ltd. 2.36% Reduce -8.1% 61,390 $11.8M
United Capital Financial Advisors, LLC 0.07% Add +48.9% 61,291 $11.7M
Walled Lake Planning & Wealth Management, LLC 3.70% Add +2.4% 61,034 $11.7M
IHT Wealth Management, LLC 0.28% Add +4.1% 60,872 $11.7M
National Philanthropic Trust 0.12% Reduce -0.0% 60,872 $11.7M
Carnegie Investment Counsel 0.21% Reduce -0.1% 60,498 $11.6M
True North Advisors, LLC 1.50% New 60,496 $11.6M
Chemung Canal Trust Co. 2.29% Add +7.7% 60,491 $11.6M
Greenleaf Trust 0.11% Reduce -0.2% 60,260 $11.5M
Partnership Wealth Management, LLC 8.29% Add +6.5% 60,150 $11.5M
Courage Miller Partners, LLC 3.44% Add +0.3% 59,572 $11.4M
Jacksonville Wealth Management, LLC 8.07% Add +5.0% 59,497 $11.4M
Frank, Rimerman Advisors LLC 0.72% Add +4.4% 59,293 $11.4M
Verition Fund Management LLC 0.06% Reduce -36.7% 58,844 $11.3M
Graham Capital Management, L.P. 0.55% Reduce -9.5% 58,800 $11.3M
Raab & Moskowitz Asset Management LLC 2.46% Add +0.9% 58,714 $11.2M
GTS Securities LLC 0.38% Add +156.1% 58,609 $11.2M
Cabot Wealth Management Inc. 1.24% Add +8.4% 58,547 $11.2M
Retirement Financial Solutions, LLC 3.26% Add +9.7% 58,219 $11.2M
Dupont Capital Management Corp. 1.24% New 57,575 $11.0M
Guidance Capital, Inc. 2.69% Add +10.8% 55,053 $11.0M
Valley Wealth Managers, Inc. 0.70% Add +7.0% 56,899 $10.9M
Reyes Financial Architecture, Inc. 6.64% Add +448.6% 56,897 $10.9M
J. R. Prunier Capital Management LLC 4.48% — 56,315 $10.8M
Norris Perne & French LLP 0.71% Add +10.5% 56,163 $10.8M
Pathstone Holdings, LLC 0.04% Reduce -26.3% 56,097 $10.7M
Clarus Group, Inc. 3.87% Reduce -3.4% 56,032 $10.7M
Benjamin Edwards Inc. 0.12% Reduce -5.7% 55,973 $10.7M
Atlas Private Wealth Advisors 2.50% Add +3.0% 55,884 $10.7M
Fifth Third Bancorp 0.03% Add +21.5% 55,741 $10.7M
Redhawk Wealth Advisors, Inc. 1.19% Add +85.7% 55,547 $10.6M
Susquehanna International Group, LLP 0.01% Reduce -36.4% 55,453 $10.6M
Sigma Planning Corp 0.29% Add +0.9% 55,806 $10.6M
Acima Private Wealth, LLC 3.29% Add +2.3% 55,404 $10.6M
EP Wealth Advisors, LLC 0.06% — 55,334 $10.6M
Strategic Family Wealth Counselors, L.L.C. 2.37% Add +0.3% 53,800 $10.5M
Calydon Capital 1.77% Add +41.4% 54,655 $10.5M
CM Wealth Advisors LLC 2.36% Add +4.3% 54,499 $10.4M
Sona Asset Management (us) LLC 0.66% New 54,282 $10.4M
Instrumental Wealth, LLC 6.20% Add +24.2% 50,528 $10.3M
Nwi Management LP 0.63% New 54,000 $10.3M
Prospera Financial Services Inc 0.17% Add +65.7% 53,800 $10.3M
Prism Advisors, Inc. 2.74% Add +14.0% 53,696 $10.3M
ZWJ Investment Counsel Inc. 0.37% Add +4.4% 52,997 $10.2M
M3 Wealth Management, LLC 8.25% — 52,829 $10.1M
New England Private Wealth Advisors LLC 1.25% Add +0.6% 52,573 $10.1M
Dorsey & Whitney Trust CO LLC 0.53% Add +4.7% 52,441 $10.0M
SevenBridge Financial Group, LLC 1.61% New 50,360 $10.0M
First National Bank Sioux Falls 3.00% Add +0.3% 52,250 $10.0M
New Insight Wealth Advisors 3.55% Reduce -6.1% 51,898 $9.9M
Kavar Capital Partners Group, LLC 1.37% Reduce -2.6% 51,846 $9.9M
Atlas Legacy Advisors, LLC 1.74% Add +1.9% 51,762 $9.9M
Evercore Wealth Management, LLC 0.14% Reduce -7.7% 51,505 $9.9M
First Financial Bank - Trust Division 0.80% Add +3.5% 51,112 $9.8M
Deutsche Bank AG 0.00% Reduce -16.2% 51,048 $9.8M
Lumbard & Kellner, LLC 3.40% Add +81.0% 50,749 $9.7M
Kestra Private Wealth Services, LLC 0.12% Add +5.2% 50,553 $9.7M
Perigon Wealth Management, LLC 0.17% Reduce -16.7% 50,470 $9.7M
Modera Wealth Management, LLC 0.11% Reduce -1.4% 50,038 $9.6M
JBF Capital, Inc. 1.39% New 50,000 $9.6M
Fortress Financial Group, LLC 7.05% Add +3.8% 49,881 $9.6M
Focus Partners Advisor Solutions, LLC 0.12% Reduce -22.9% 49,793 $9.5M
Ssi Investment Management LLC 3.56% Reduce -0.2% 49,675 $9.5M
Blue Bell Private Wealth Management, LLC 1.40% Reduce -0.1% 49,658 $9.5M
Koshinski Asset Management, Inc. 0.61% Add +3.6% 49,621 $9.5M
Meitav Investment House Ltd. 0.11% Reduce -94.0% 49,543 $9.5M
VestGen Advisors, LLC 0.40% Reduce -15.1% 49,347 $9.5M
Hancock Whitney Corp. 0.17% Add +3.0% 49,263 $9.4M
Aster Capital Management (DIFC) Ltd 4.12% New 49,113 $9.4M
Reicon Wealth Advisors, LLC 6.87% — 49,053 $9.4M
Mendota Financial Group, LLC 6.83% Reduce -12.3% 48,993 $9.4M
Choate Investment Advisors 0.18% Reduce -18.4% 48,643 $9.3M
Connecticut Wealth Management, LLC 0.40% Add +2.9% 48,536 $9.3M
Parallel Advisors, LLC 0.17% Add +2.0% 48,214 $9.2M
Pallas Capital Advisors LLC 0.30% Reduce -1.0% 47,976 $9.2M
LYNX Capital Group Ltd. 4.21% Add +1.3% 47,959 $9.2M
Granville Capital, Inc. 4.87% — 47,952 $9.2M
Moss Adams Wealth Advisors LLC 0.66% Reduce -0.1% 47,819 $9.2M
Luken Investment Analytics, LLC 3.61% Reduce -0.4% 47,719 $9.1M
Basso Capital Management, L.P. 5.43% Reduce -33.7% 47,591 $9.1M
DeDora Capital, Inc. 2.16% Reduce -1.1% 47,573 $9.1M
Ssa Swiss Advisors AG 4.25% Reduce -14.0% 47,535 $9.1M
Ironwood Financial, llc 1.54% Add +8.3% 46,015 $9.1M
HighPoint Advisor Group LLC 0.20% New 47,055 $9.0M
Ruggaard & Associates LLC 3.55% Reduce -13.5% 47,050 $9.0M
Larch Capital Partners LLC 1.23% — 46,839 $9.0M
Bryn Mawr Trust Advisors, LLC 0.43% Add +3.0% 46,469 $8.9M
Quad-Cities Investment Group, LLC 3.67% Reduce -0.9% 46,430 $8.9M
Firestone Capital Management 1.88% Add +3.2% 46,157 $8.8M
Castlekeep Investment Advisors LLC 3.97% Add +0.0% 45,730 $8.8M
Annex Advisory Services, LLC 0.17% Add +1223.1% 45,515 $8.7M
Bcwm, LLC 2.61% Add +14.9% 45,445 $8.7M
Private Wealth Group, LLC 4.17% Add +3.2% 45,360 $8.7M
Fortis Group Advisors, LLC 1.45% Add +10.8% 43,575 $8.6M
Members Trust Co 0.28% Reduce -23.2% 44,942 $8.6M
Round Rock Advisors LLC 1.29% Reduce -37.6% 44,909 $8.6M
Independent Financial Group, LLC 0.19% Add +1.5% 44,770 $8.6M
Rothschild Investment LLC 0.47% Add +6.5% 44,678 $8.6M
Redmont Wealth Advisors LLC 12.94% Add +0.3% 44,603 $8.5M
TigerOak Management, L.L.C. 2.60% Add +0.6% 44,587 $8.5M
Birchcreek Wealth Management, LLC 4.17% Add +11.7% 44,363 $8.5M
Retireful, LLC 10.62% New 43,839 $8.5M
Allworth Financial LP 0.03% Reduce -3.3% 44,197 $8.5M
Diesslin Group, Inc. 3.37% — 44,181 $8.5M
Blueprint Investment Partners LLC 0.90% Reduce -13.3% 44,131 $8.5M
Nicollet Investment Management, Inc. 2.66% New 43,943 $8.4M
Rwa Wealth Partners, LLC 0.09% Add +0.2% 43,890 $8.4M
Citizens Financial Group Inc. 0.11% Reduce -17.5% 43,737 $8.4M
E&G Advisors, LLC 1.84% Reduce -2.2% 43,017 $8.2M
Consolidated Capital Management, LLC 2.49% Reduce -65.1% 42,931 $8.2M
Stelac Advisory Services LLC 2.91% Reduce -6.4% 42,931 $8.2M
Level Four Advisory Services, LLC 0.27% Add +5.7% 42,890 $8.2M
RVW Wealth, LLC 0.63% Add +0.0% 42,875 $8.2M
Nations Financial Group Inc, /Ia/ 0.43% Add +26.3% 42,652 $8.2M
Analyst IMS Investment Management Services Ltd. 0.24% Add +7.1% 42,500 $8.1M
Atwood & Palmer Inc. 0.46% Reduce -1.2% 42,275 $8.1M
LCW Services, LLC 4.28% — 41,963 $8.0M
Navalign, LLC 1.95% Add +3.3% 41,572 $8.0M
Nan Shan Life Insurance Co., Ltd. 0.24% Reduce -70.3% 41,532 $8.0M
Cullen/Frost Bankers, Inc. 0.09% Add +2.8% 41,531 $8.0M
CMG Global Holdings, LLC 3.46% Add +8.9% 38,880 $7.8M
Ancora Advisors LLC 0.16% Add +3.0% 40,604 $7.8M
Procyon Advisors, LLC 0.38% Add +216.3% 40,400 $7.7M
Gateway Wealth Partners, LLC 0.86% Add +7.7% 40,398 $7.7M
Renaissance Technologies 0.01% Reduce -1.0% 40,200 $7.7M
Dynamic Advisor Solutions LLC 0.24% Add +0.3% 39,821 $7.6M
Magnus Financial Group LLC 0.58% Add +6.0% 39,588 $7.6M
Blueprint Financial Advisors LLC 1.15% Reduce -18.2% 39,485 $7.6M
Leavell Investment Management, Inc. 0.31% Reduce -6.7% 39,420 $7.6M
Lantern Wealth Advisors, LLC 4.01% Reduce -0.7% 39,349 $7.5M
Castellan Group 0.94% New 39,016 $7.5M
Marble Wealth, LLC 1.03% — 38,893 $7.5M
Fluent Financial, LLC 2.83% New 38,789 $7.4M
Tidal Investments LLC 0.03% Add +577.3% 38,587 $7.4M
Richard W. Paul & Associates, LLC 2.44% Reduce -16.2% 38,422 $7.4M
Curbstone Financial Management Corp 1.41% Add +1.6% 38,357 $7.3M
Howland Capital Management LLC 0.28% Add +76.0% 37,994 $7.3M
Lakeshore Financial Planning, Inc. 2.60% Reduce -3.9% 37,939 $7.3M
Rothschild Capital Partners, LLC 1.72% Reduce -32.7% 37,923 $7.3M
CreativeOne Wealth, LLC 0.18% Reduce -25.3% 37,718 $7.2M
Rhumbline Advisers 0.01% Reduce -9.5% 37,698 $7.2M
Fire Capital Management LLC 3.59% Add +3.1% 37,608 $7.2M
Lifestyle Asset Management, Inc. 2.34% Reduce -1.1% 37,569 $7.2M
Alexis Investment Partners, LLC 2.68% Add +2.6% 37,292 $7.2M
Crumly & Associates Inc. 1.51% New 37,512 $7.2M
Peddock Capital Advisors, LLC 1.49% Reduce -21.1% 37,105 $7.1M
Retirement Income Solutions, Inc. 1.20% Reduce -0.7% 36,945 $7.1M
Well Done, LLC 1.05% Add +0.2% 36,554 $7.0M
Haverford Trust Co 0.06% Add +5.8% 36,212 $6.9M
Financial Guidance Group, Inc. 2.82% Add +13.2% 35,947 $6.9M
CapWealth Advisors, LLC 0.60% Reduce -2.2% 35,807 $6.9M
Sagace Wealth Management LLC 4.62% Reduce -0.9% 35,448 $6.8M
Parsons Capital Management Inc. 0.37% Reduce -5.4% 35,265 $6.8M
PMG Wealth Management, Inc. 4.94% Add +8.8% 35,222 $6.7M
Black Maple Capital Management LP 5.02% Reduce -2.8% 35,050 $6.7M
Intrepid Financial Planning Group LLC 2.55% Reduce -8.3% 35,001 $6.7M
Bluedoor Private Wealth, LLC 3.08% — 34,849 $6.7M
Signal Tree Financial Partners LLC 5.06% Add +3.3% 34,639 $6.6M
Strong Tower Advisory Services 1.19% New 34,601 $6.6M
Agf Management Ltd. 0.03% Reduce -39.4% 34,575 $6.6M
Confluence Wealth Services, Inc. 0.27% Add +1.7% 34,511 $6.6M
McHugh Group, LLC 3.79% Add +3.8% 34,353 $6.6M
Modus Advisors, LLC 1.72% Reduce -0.5% 34,074 $6.5M
Oppenheimer & Co. Inc. 0.09% Reduce -28.9% 34,024 $6.5M
Commerce Bank 0.04% Add +2.5% 34,018 $6.5M
Lake Street Private Wealth, LLC 0.80% Reduce -38.0% 34,001 $6.5M
Graham Capital Wealth Management, LLC 6.02% Add +1000.0% 33,991 $6.5M
First United Bank & Trust 2.07% Reduce -4.8% 33,906 $6.5M
World Investment Advisors 0.11% Add +26.9% 33,744 $6.5M
Fca Corp. 1.82% Reduce -3.7% 33,699 $6.5M
Balefire, LLC 1.26% Add +34.2% 33,669 $6.4M
Fifth Third Wealth Advisors LLC 0.23% Add +2.5% 33,651 $6.4M
Bokf, NA 0.10% Add +47.8% 33,573 $6.4M
Lunt Capital Management, Inc. 2.40% Add +25.3% 33,456 $6.4M
Black Diamond Financial, LLC 0.68% Reduce -11.6% 33,444 $6.4M
J.W. Cole Advisors, Inc. 0.16% Reduce -33.9% 36,810 $6.4M
Diversified Management Inc. 1.49% — 33,352 $6.4M
Vantage Financial Partners, LLC 1.30% Add +1.6% 33,319 $6.4M
Tocqueville Asset Management L.P. 0.09% Add +1.1% 33,288 $6.4M
Cherry Tree Wealth Management, LLC 1.33% Add +8.1% 33,003 $6.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.76% Add +3.1% 32,997 $6.3M
Arkos Global Advisors 0.81% Add +14.4% 32,958 $6.3M
WealthShield Partners, LLC 0.69% Reduce -2.1% 32,677 $6.3M
Thoroughbred Financial Services, LLC 0.37% Add +8.6% 32,573 $6.2M
Savvy Advisors, Inc. 0.20% Add +751.3% 32,520 $6.2M
Global Retirement Partners, LLC 0.11% Add +15.4% 32,452 $6.2M
Eldridge Investment Advisors, Inc. 1.37% Add +0.9% 32,409 $6.2M
Foundations Investment Advisors, LLC 0.08% Reduce -9.8% 32,346 $6.2M
Northern Trust Corp. 0.00% Add +7.5% 31,823 $6.1M
Focus Financial Network, Inc. 0.21% Add +0.6% 31,813 $6.1M
Stone Summit Wealth LLC 1.64% Add +1.0% 31,631 $6.1M
Johnson Bixby & Associates, LLC 0.75% Reduce -8.8% 31,384 $6.0M
KLCM Advisors, Inc. 0.52% New 31,357 $6.0M
Partners Capital Investment Group, LLP 0.22% Add +9.7% 31,350 $6.0M
Cordgrass Capital Advisors, LLC 1.44% Reduce -1.1% 31,342 $6.0M
Investment House LLC 0.28% Add +35.9% 31,091 $6.0M
Pinnacle Wealth Management Group, Inc. 2.98% Add +2.6% 31,089 $6.0M
Diversified Trust Co. 0.11% Add +5.3% 31,060 $6.0M
Galaxy Group Investments LLC 0.83% New 31,040 $5.9M
Precedent Wealth Partners, LLC 1.25% Reduce -18.0% 30,989 $5.9M
Abundance Wealth Counselors 1.00% Add +4.6% 30,887 $5.9M
Simmons Bank 0.40% Add +1.6% 30,865 $5.9M
Burke & Herbert Bank & Trust Co. 1.63% Reduce -40.0% 30,850 $5.9M
Ehrenkranz Partners L.P. 6.69% No change 30,845 $5.9M
General American Investors Co. Inc. 0.37% No change 30,611 $5.9M
Bulltick Wealth Management, LLC 1.24% No change 30,429 $5.8M
Elgethun Capital Management 1.00% Add +5.9% 30,337 $5.8M
Pettyjohn, Wood & White, Inc. 0.91% Add +14.9% 30,320 $5.8M
Azimuth Capital Investment Management LLC 0.21% Add +6.9% 30,225 $5.8M
Menora Mivtachim Holdings LTD. 0.03% Add +8.8% 30,217 $5.8M
Cape Investment Advisory, Inc. 1.78% New 30,216 $5.8M
Inkwell Capital LLC 5.87% Reduce -0.1% 30,080 $5.8M
Great Diamond Partners, LLC 1.10% Reduce -1.5% 29,975 $5.7M
Paces Ferry Wealth Advisors, LLC 2.33% Add +3.7% 29,953 $5.7M
Apollon Wealth Management, LLC 0.10% Reduce -4.5% 29,941 $5.7M
Clear Harbor Asset Management, LLC 0.39% Add +8.2% 29,901 $5.7M
Garden State Investment Advisory Services LLC 1.36% Reduce -4.4% 29,719 $5.7M
U.S. Capital Wealth Advisors, LLC 0.15% Add +1.1% 29,447 $5.6M
Grant Street Asset Management, Inc. 1.13% Reduce -3.6% 29,367 $5.6M
Parallax Volatility Advisers, L.P. 0.20% New 29,365 $5.6M
CRA Financial Services, LLC 0.74% Add +1.7% 29,325 $5.6M
Advisors Preferred, LLC 0.90% Add +29.4% 28,799 $5.6M
Birch Hill Investment Advisors LLC 0.23% Add +14.2% 28,967 $5.5M
Atlantic Edge Private Wealth Management, LLC 1.38% Reduce -3.9% 28,872 $5.5M
Empowered Funds, LLC 0.09% Add +102.5% 28,869 $5.5M
GWN Securities Inc. 1.12% Add +16.2% 28,818 $5.5M
Caprock Group, LLC 0.12% Add +8.7% 28,626 $5.5M
San Luis Wealth Advisors LLC 0.92% Reduce -4.9% 28,524 $5.5M
Compass Capital Corp. /Ma/ 2.10% Add +450.3% 26,829 $5.5M
Delta Wealth Advisors LLC 4.57% Reduce -6.7% 28,473 $5.5M
Phoenix Wealth Advisors 2.09% Add +1.1% 28,378 $5.4M
Optima Capital LLC 2.35% Reduce -1.6% 28,367 $5.4M
Mutual Advisors, LLC 0.12% Add +11.2% 28,107 $5.4M
Silver Oak Securities, Incorporated 0.36% Add +12.4% 27,867 $5.4M
SkyView Investment Advisors, LLC 0.67% No change 27,825 $5.3M
CenterStar Asset Management, LLC 8.37% New 27,759 $5.3M
Atria Investments, Inc 0.06% Add +20.6% 27,767 $5.3M
MLP3, LLC 5.78% — 27,632 $5.3M
Modern Wealth Management, LLC 0.10% Reduce -8.0% 27,573 $5.3M
Darrow Company, Inc. 2.37% Reduce -2.1% 27,516 $5.3M
Marino, Stram & Associates LLC 0.95% Reduce -0.6% 27,514 $5.3M
Sage Capital Management, LLC 2.44% Add +2.1% 27,493 $5.3M
Snowden Capital Advisors LLC 0.14% Add +0.9% 27,446 $5.3M
Global Wealth Management, LLC 2.83% Reduce -5.5% 27,428 $5.3M
Steinberganna Wealth Management 2.44% Add +1.1% 27,181 $5.2M
Horizon Wealth Management, LLC 0.81% Add +0.1% 27,180 $5.2M
Milestone Investment Advisors LLC 1.26% Reduce -0.7% 27,124 $5.2M
PCM Encore, LLC 1.10% — 27,077 $5.2M
Krilogy Financial LLC 0.18% Add +3.5% 26,031 $5.2M
Wealthfront Advisers LLC 0.01% Add +7.9% 26,952 $5.2M
Pettinga Financial Advisors LLC 0.98% Reduce -7.3% 26,946 $5.2M
Orion Capital Management LLC 1.74% Reduce -0.1% 26,938 $5.2M
Genesis Private Wealth, LLC 1.59% Add +5.5% 26,713 $5.1M
Grange Capital, LLC 4.91% Reduce -0.2% 26,705 $5.1M
FSM Wealth Advisors, LLC 0.70% Add +3.5% 26,593 $5.1M
Meridian Investment Counsel Inc. 1.22% Reduce -3.7% 26,535 $5.1M
Taylor & Morgan Wealth Management, LLC 2.84% Reduce -1.5% 26,412 $5.1M
Joseph P. Lucia & Associates, LLC 1.82% Add +10.2% 26,401 $5.1M
Moors & Cabot, Inc. 0.22% Add +8.3% 26,306 $5.0M
BlueChip Wealth Advisors LLC 2.10% Add +3.5% 26,141 $5.0M
Lester Murray Antman dba SimplyRich 1.31% No change 26,084 $5.0M
Romano Brothers and Company 0.57% Add +33.6% 26,038 $5.0M
Hegarty Advisors, LLC 4.33% — 26,019 $5.0M
Bison Wealth, LLC 0.56% Add +3.0% 25,948 $4.9M
Hilltop Holdings Inc. 0.30% Add +16.7% 25,742 $4.9M
Market Street Wealth Management Advisors LLC 0.76% Reduce -2.3% 25,652 $4.9M
O'shaughnessy Asset Management, LLC 0.03% Add +6.0% 25,372 $4.9M
Vontobel Holding Ltd. 0.02% Reduce -9.5% 25,139 $4.8M
Credit Agricole S A 0.01% Reduce -6.2% 25,138 $4.8M
Fulton Breakefield Broenniman LLC 0.30% Add +8.5% 24,980 $4.8M
Carret Asset Management, LLC 0.45% Add +17.4% 24,969 $4.8M
Prevail Innovative Wealth Advisors, LLC 0.86% New 24,933 $4.8M
Evoke Wealth, LLC 0.09% Add +3.3% 24,853 $4.8M
Roundview Capital LLC 0.29% Add +6.8% 24,703 $4.7M
Excalibur Management Corp. 1.71% Add +14.2% 24,700 $4.7M
Investment Advisory Services Inc. /TX 1.47% Reduce -0.8% 24,596 $4.7M
Strategy Asset Managers LLC 0.77% Add +2.0% 24,559 $4.7M
Defined Wealth Management, LLC 2.71% Reduce -0.6% 24,552 $4.7M
Coastal Bridge Advisors, LLC 0.35% Add +11.9% 24,539 $4.7M
O'ROURKE & COMPANY, Inc 1.82% Add +4.4% 24,495 $4.7M
Cannell & Spears LLC 0.09% Reduce -0.1% 24,337 $4.7M
Arizona State Retirement System 0.03% New 24,261 $4.6M
Catalina Capital Group, LLC 2.85% Add +22.0% 24,250 $4.6M
Verdence Capital Advisors LLC 0.27% Reduce -30.2% 24,247 $4.6M
Sunbelt Securities, Inc. 0.31% Reduce -0.6% 24,053 $4.6M
Steel Grove Capital Advisors, LLC 0.48% Add +10.1% 23,996 $4.6M
Nvest Wealth Strategies, Inc. 3.39% — 23,933 $4.6M
Sunpointe, LLC 1.52% Add +5.5% 23,900 $4.6M
Raffa Wealth Management, LLC 0.70% Add +0.4% 23,867 $4.6M
Cannon Advisors, Inc. 3.22% Reduce -6.7% 22,954 $4.6M
Wakefield Asset Management LLLP 1.23% Reduce -10.3% 23,678 $4.5M
CVFG LLC 3.10% Add +1.0% 23,573 $4.5M
Beese Fulmer Investment Management, Inc. 0.29% Add +2.2% 23,568 $4.5M
International Assets Investment Management, LLC 0.31% Add +6.4% 23,503 $4.5M
Sax Wealth Advisors, LLC 0.21% Add +18.5% 23,447 $4.5M
NDWM LLC 2.97% Add +3.8% 23,423 $4.5M
Bearing Point Capital, LLC 0.70% Add +16.5% 23,262 $4.5M
Oxbow Advisors, LLC 0.40% Reduce -1.7% 23,189 $4.4M
Prime Capital Investment Advisors, LLC 0.05% Reduce -20.4% 23,156 $4.4M
Fonville Wealth Management LLC 0.91% Reduce -0.4% 23,142 $4.4M
RMR Capital Management, LLC 3.20% Reduce -0.9% 23,129 $4.4M
Founders Financial Securities LLC 0.26% Add +1.1% 23,029 $4.4M
Mountain Pacific Investment Advisers LLC 0.71% Add +130.6% 23,011 $4.4M
Shepherd Financial Partners LLC 0.41% Reduce -41.6% 22,980 $4.4M
Garner Asset Management Corp 1.69% Reduce -16.9% 22,954 $4.4M
Freedom Day Solutions, LLC 1.19% Add +10.0% 22,920 $4.4M
Alta Wealth Advisors LLC 1.47% Reduce -16.8% 22,910 $4.4M
Paulson Wealth Management Inc. 1.01% Add +80.3% 22,896 $4.4M
Two Sigma Securities, LLC 0.60% Add +125.5% 22,770 $4.4M
AlTi Global, Inc. 0.09% Reduce -79.4% 22,642 $4.3M
Trueblood Wealth Management, LLC 1.69% Add +7.4% 22,616 $4.3M
Kiley Juergens Wealth Management, LLC 0.94% Add +72.8% 22,574 $4.3M
Gator Capital Management, LLC 0.89% Add +1.8% 22,569 $4.3M
Ironsides Asset Advisors, LLC 1.09% Add +23.2% 22,471 $4.3M
Orion Porfolio Solutions, LLC 0.03% Add +8.6% 22,399 $4.3M
Mgo One Seven LLC 0.09% Add +4.4% 22,385 $4.3M
Access Financial Services, Inc. 1.55% Reduce -0.4% 22,266 $4.3M
Bailard, Inc. 0.09% Add +2.7% 22,189 $4.3M
Prostatis Group LLC 1.01% Add +9.6% 22,177 $4.2M
Moneta Group Investment Advisors LLC 0.03% Add +1.4% 22,173 $4.2M
Independent Advisor Alliance 0.10% Add +12.0% 22,042 $4.2M
Park Avenue Securities LLC 0.04% Reduce -7.3% 22,008 $4.2M
Cambria Investment Management, L.P. 0.25% Add +391.3% 22,001 $4.2M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -3.5% 21,972 $4.2M
Curi Capital, LLC 0.07% Add +2.9% 21,843 $4.2M
Costello Asset Management, INC 1.38% Add +1.2% 21,817 $4.2M
Acorn Wealth Advisors, LLC 1.24% Reduce -13.4% 21,774 $4.2M
Maripau Wealth Management LLC 1.92% Add +4.3% 21,750 $4.2M
Equity Investment Corp. 0.08% Add +0.4% 21,547 $4.1M
Central Pacific Bank - Trust Division 0.53% No change 21,535 $4.1M
Tranquilli Financial Advisor LLC 2.39% Add +2.1% 21,510 $4.1M
Maltin Wealth Management, Inc. 1.63% Add +1.5% 21,381 $4.1M
Kingsview Wealth Management, LLC 0.06% Add +6.9% 21,350 $4.1M
CPC Advisors, LLC 0.41% Add +1.4% 21,289 $4.1M
Sheets Smith Wealth Management 0.45% Reduce -0.6% 21,273 $4.1M
Hilltop National Bank 0.98% Reduce -40.2% 21,144 $4.1M
Ashton Thomas Private Wealth, LLC 0.10% Add +28.8% 21,058 $4.0M
Stock Yards Bank & Trust Co. 0.12% Add +0.4% 21,010 $4.0M
Meridian Financial Advisors, LLC 2.19% Add +0.1% 20,980 $4.0M
Viawealth, LLC 2.24% Add +1.8% 20,765 $4.0M
Telos Capital Management, Inc. 0.37% Add +2.6% 20,702 $4.0M
KPP Advisory Services LLC 0.57% Add +3.0% 20,629 $4.0M
Benchmark Financial Wealth Advisors, LLC 1.13% Reduce -29.6% 20,593 $3.9M
Kennicott Capital Management LLC 1.91% Add +3.1% 20,573 $3.9M
River's Edge Wealth Management, LLC 3.83% — 19,344 $3.9M
Calamos Wealth Management LLC 0.14% Reduce -41.8% 20,431 $3.9M
Pittenger & Anderson Inc. 0.15% Add +474.8% 20,378 $3.9M
One Capital Management, LLC 0.12% Add +6.6% 20,360 $3.9M
First Horizon Corp. 0.17% Reduce -6.3% 20,354 $3.9M
Great Valley Advisor Group, Inc. 0.07% Reduce -1.3% 20,330 $3.9M
Amplius Wealth Advisors, LLC 0.33% Reduce -14.8% 20,319 $3.9M
Factorial Partners, LLC 2.57% Add +782.6% 20,300 $3.9M
BigSur Wealth Management LLC 0.94% Add +32.7% 20,284 $3.9M
Nwam LLC 0.22% Reduce -10.8% 20,029 $3.9M
Cordoba Advisory Partners LLC 0.95% — 20,140 $3.9M
Wood Tarver Financial Group, LLC 1.08% Add +42.3% 20,108 $3.9M
Fort Point Capital Partners LLC 0.46% Reduce -83.0% 19,209 $3.8M
Lockheed Martin Investment Management Co. 0.13% No change 20,000 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -12.7% 19,991 $3.8M
First National Bank of Mount Dora, Trust Investment Services 0.83% No change 19,827 $3.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.25% No change 19,802 $3.8M
Valmark Advisers, Inc. 0.05% Add +3.9% 19,775 $3.8M
Jacobi Capital Management LLC 0.22% Reduce -0.2% 19,758 $3.8M
Migdal Insurance & Financial Holdings Ltd. 0.03% Add +778.4% 19,755 $3.8M
Keystone Financial Group 0.28% Add +4.8% 19,744 $3.8M
First PREMIER Bank 0.86% No change 19,683 $3.8M
Financial Planning Hawaii, Inc. 2.16% — 19,587 $3.8M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -87.0% 19,458 $3.7M
Wick Capital Partners, LLC 0.67% Add +0.3% 19,451 $3.7M
Mosaic Financial Group, LLC 2.54% Add +0.1% 19,434 $3.7M
Patten & Patten Inc. 0.22% Reduce -4.8% 19,435 $3.7M
SMART Wealth LLC 1.13% Add +19.3% 19,402 $3.7M
Ceera Investments, LLC 1.43% Add +18.9% 19,349 $3.7M
Evolution Wealth Advisors, LLC 0.37% Reduce -0.9% 19,266 $3.7M
Wedbush Securities Inc. 0.11% Add +16.8% 19,244 $3.7M
Edgestream Partners, L.P. 0.10% Add +35.1% 18,926 $3.6M
Cowa, LLC 1.10% Add +3.4% 18,895 $3.6M
Oakmont Advisory Group, LLC 3.84% — 18,781 $3.6M
Financial Enhancement Group LLC 0.46% Reduce -1.2% 17,922 $3.6M
Transcend Capital Advisors, LLC 0.28% Add +34.4% 18,634 $3.6M
Atlas Wealth LLC 1.42% Reduce -27.1% 18,605 $3.6M
GC Wealth Management RIA, LLC 0.13% Reduce -28.5% 18,602 $3.6M
Verity Asset Management, Inc. 1.52% Add +3.4% 18,541 $3.6M
Spire Wealth Management 0.12% Add +66.9% 18,501 $3.5M
Louisbourg Investments Inc. 0.70% Add +58.3% 24,300 $3.5M
Koss-Olinger Consulting, LLC 0.27% Reduce -21.1% 18,357 $3.5M
Martel Wealth Advisors LLC 0.59% Add +0.5% 18,115 $3.5M
Lexington Hill Partners, LLC 2.61% — 18,098 $3.5M
AE Wealth Management LLC 0.02% Add +83.8% 18,001 $3.4M
Aspiriant, LLC 0.10% Add +15.0% 17,996 $3.4M
Clear Creek Financial Management, LLC 0.28% Reduce -8.0% 17,931 $3.4M
Wellspring Financial Advisors, LLC 0.27% Add +0.0% 17,892 $3.4M
Evergreen Wealth Management, LLC 1.70% New 17,665 $3.4M
Radnor Capital Management, LLC 0.50% Add +210.3% 17,617 $3.4M
Global Financial Private Client, LLC 1.18% Add +0.4% 17,526 $3.4M
Highland Capital Management, LLC 0.17% Reduce -5.1% 17,520 $3.4M
Kelly Financial Group LLC 0.85% Reduce -3.0% 17,495 $3.4M
Van Hulzen Asset Management, LLC 0.25% Add +6.1% 17,487 $3.3M
Legacy Private Trust Co. 0.20% Add +0.0% 17,437 $3.3M
Turtle Creek Wealth Advisors, LLC 0.26% Add +530.6% 17,303 $3.3M
Jordan Park Group LLC 0.19% No change 17,200 $3.3M
Regal Investment Advisors LLC 0.20% Add +60.1% 17,129 $3.3M
Lionsbridge Wealth Management LLC 3.29% Reduce -10.8% 16,953 $3.2M
Weil Company, Inc. 0.74% Reduce -7.3% 16,852 $3.2M
Investment Research Partners LLC 1.39% Add +22.3% 16,848 $3.2M
Chicago Partners Investment Group LLC 0.08% Add +21.5% 16,218 $3.2M
BostonPremier Wealth LLC 1.65% Reduce -8.0% 16,807 $3.2M
Visionary Horizons, LLC 1.66% Add +19.3% 16,770 $3.2M
Merit Financial Group, LLC 0.03% Add +29.8% 16,751 $3.2M
Sykon Capital LLC 1.02% New 16,641 $3.2M
Williams Jones Wealth Management, LLC. 0.04% Reduce -2.1% 16,494 $3.2M
Jaffetilchin Investment Partners, LLC 0.18% Add +4.5% 16,406 $3.1M
Madison Wealth Partners, Inc 0.57% Reduce -26.4% 16,366 $3.1M
Alexander Labrunerie & Co., Inc. 1.15% Add +1.7% 16,354 $3.1M
Lord & Richards Wealth Management, LLC 2.68% Add +57.1% 16,280 $3.1M
Baker Ellis Asset Management LLC 0.37% Reduce -8.4% 16,184 $3.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +6.0% 16,180 $3.1M
Roger Wittlin Investment Advisory, LLC 2.16% Reduce -26.3% 16,159 $3.1M
Brightwater Advisory LLC 2.09% Reduce -1.2% 16,149 $3.1M
Bouchey Financial Group, Ltd. 0.23% Reduce -0.8% 16,099 $3.1M
REDW Wealth LLC 1.17% Reduce -17.6% 16,072 $3.1M
Lyell Wealth Management, LP 0.22% Add +16.3% 16,026 $3.1M
Bessemer Group Inc. 0.00% Reduce -5.9% 16,017 $3.1M
Composition Wealth, LLC 0.04% Reduce -1.1% 15,991 $3.1M
Cushing Capital Partners, LLC 2.26% Add +10.3% 15,956 $3.1M
Intellectus Partners, LLC 0.59% Add +4.3% 15,854 $3.0M
Mark Sheptoff Financial Planning, LLC 1.44% Add +17.2% 15,822 $3.0M
Aprio Wealth Management, LLC 0.17% Add +100.9% 15,798 $3.0M
Perryman Financial Advisory Inc. 0.44% — 15,736 $3.0M
GEM Asset Management, LLC 1.34% Add +0.9% 15,436 $3.0M
AdvisorNet Financial, Inc 0.16% Add +2.6% 15,688 $3.0M
Madrid Wealth Management, LLC 2.44% — 15,684 $3.0M
Joel Isaacson & Co., LLC 0.10% Add +12.3% 15,678 $3.0M
Counterweight Ventures, LLC 1.67% Add +1.7% 15,563 $3.0M
Advisory Research Inc. 0.37% Add +55.6% 15,512 $3.0M
Alpha Omega Wealth Management LLC 0.49% Reduce -0.1% 15,472 $3.0M
Turning Point Benefit Group, Inc. 1.54% Add +29.5% 15,437 $3.0M
Capital Analysts, LLC 0.08% Reduce -22.6% 15,441 $3.0M
Pinnacle Wealth Planning Services, Inc. 0.31% Add +3.6% 15,383 $2.9M
Drexel Morgan & Co. 0.46% No change 15,215 $2.9M
Private Trust Co. NA 0.26% Add +2.4% 15,212 $2.9M
Rothschild Wealth LLC 0.28% New 15,170 $2.9M
Walleye Capital LLC 0.02% Add +18419.8% 15,001 $2.9M
Farmers National Bank 0.64% Add +0.8% 14,868 $2.8M
Bigelow Investment Advisors, LLC 1.11% Add +4.3% 14,829 $2.8M
Delos Wealth Advisors, LLC 1.87% Add +1.5% 14,764 $2.8M
SlateStone Wealth, LLC 0.24% Add +7.3% 14,728 $2.8M
American Capital Advisory, LLC 1.22% Add +0.2% 14,684 $2.8M
Marco Investment Management LLC 0.21% Reduce -1.2% 14,648 $2.8M
Godshalk Welsh Capital Management, Inc. 1.60% Add +3.6% 14,588 $2.8M
Fourth Dimension Wealth, LLC 1.02% Add +2.1% 14,578 $2.8M
EFG International AG 0.05% — 14,479 $2.8M
Tandem Investment Partners LLC 2.34% Reduce -4.3% 14,475 $2.8M
Tsfg, LLC 0.41% Reduce -0.8% 14,433 $2.8M
Smith Chas P & Associates Pa Cpas 0.15% Add +0.7% 14,419 $2.8M
Ameraudi Asset Management, Inc. 1.51% Add +40.3% 14,332 $2.7M
Meadow Creek Wealth Advisors LLC 1.74% Add +1.2% 14,203 $2.7M
Roman Butler Fullerton & Co. 0.71% Add +25.1% 13,591 $2.7M
Sage Mountain Advisors LLC 0.14% Add +367.5% 14,150 $2.7M
Davis R M Inc. 0.05% Add +0.3% 14,044 $2.7M
Heritage Wealth Advisors 0.10% Add +0.0% 14,038 $2.7M
Renasant Bank 1.82% Reduce -20.5% 14,035 $2.7M
Sowell Financial Services LLC 0.10% Reduce -31.2% 14,005 $2.7M
Sincerus Advisory, LLC 2.14% Add +6.9% 13,923 $2.7M
WealthPLAN Partners, LLC 0.40% Add +0.1% 13,853 $2.7M
Soundwatch Capital LLC 0.41% No change 13,819 $2.6M
Francis Financial, Inc. 0.52% Add +0.3% 13,816 $2.6M
Tiaa Trust, National Association 0.01% Reduce -9.2% 13,769 $2.6M
Epiq Partners, LLC 1.27% Reduce -7.2% 13,766 $2.6M
Diversify Advisory Services, LLC 0.08% Reduce -0.2% 13,223 $2.6M
Picton Mahoney Asset Management 0.03% Reduce -5.0% 13,728 $2.6M
Peak Planning Group, LLC 0.74% Add +21.1% 13,706 $2.6M
Waterford Advisors, LLC 1.02% Reduce -1.9% 13,663 $2.6M
Greenwich Wealth Management LLC 0.12% Add +4.7% 13,657 $2.6M
Fearless Solutions, LLC dba Best Invest 1.58% Add +17.0% 13,631 $2.6M
Klingman & Associates, LLC 0.13% Reduce -0.0% 13,603 $2.6M
Wesbanco Bank Inc. 0.07% Add +11.3% 13,559 $2.6M
Schrum Private Wealth Management LLC 1.91% Reduce -8.4% 13,512 $2.6M
Whittier Trust Co. 0.03% Add +0.9% 13,022 $2.6M
Meridian Wealth Management, LLC 0.09% Add +1.8% 13,361 $2.6M
Certuity, LLC 0.16% Reduce -0.1% 13,328 $2.6M
Burns J W & Co. Inc. 0.28% Add +0.3% 13,324 $2.6M
Shrier Wealth Management, LLC 1.02% — 13,313 $2.6M
Cornerstone Wealth Group, LLC 0.17% Reduce -83.0% 13,255 $2.5M
Kovack Advisors, Inc. 0.12% Add +35.0% 13,212 $2.5M
TPG Advisors LLC 1.57% Add +32.0% 13,181 $2.5M
Keystone Wealth Services, LLC 0.53% Reduce -8.7% 13,173 $2.5M
First National Trust Co 0.08% Reduce -5.2% 13,100 $2.5M
First National Bank of Omaha 0.07% Add +362.5% 13,019 $2.5M
Ticino Wealth 0.93% — 13,063 $2.5M
Moneco Advisors, LLC 0.20% Reduce -4.3% 13,038 $2.5M
Centerstone Investors, LLC 7.84% New 13,027 $2.5M
Fiduciary Alliance LLC 0.16% Add +6.5% 13,021 $2.5M
Kestra Investment Management, LLC 0.06% Add +42.2% 12,995 $2.5M
Laraway Financial Advisors Inc 1.62% Reduce -0.4% 12,994 $2.5M
Ciovacco Capital Management LLC 1.24% Reduce -15.9% 12,964 $2.5M
HBK Sorce Advisory LLC 0.06% Reduce -43.0% 12,268 $2.5M
Wingate Wealth Advisors, Inc. 1.38% Reduce -7.0% 12,949 $2.5M
Natixis Advisors, LLC 0.00% Add +11.9% 12,904 $2.5M
Fiduciary Group, LLC 0.21% Reduce -2.2% 12,896 $2.5M
Kingswood Wealth Advisors, LLC 0.12% Add +2.0% 12,881 $2.5M
Spinnaker Trust 0.13% Add +8.9% 12,822 $2.5M
WASHINGTON TRUST Co 0.08% Reduce -31.3% 12,794 $2.5M
Tudor Financial Inc. 1.25% Add +1.5% 12,791 $2.5M
BCS Private Wealth Management, Inc. 0.84% Reduce -2.5% 12,759 $2.4M
Hyposwiss Advisors SA 2.39% — 12,745 $2.4M
Riverbend Wealth Management, LLC 1.54% Add +4.0% 12,732 $2.4M
Belpointe Asset Management LLC 0.09% Reduce -11.4% 12,694 $2.4M
Centaurus Financial, Inc. 0.11% Reduce -6.7% 12,600 $2.4M
Chilton Investment Co. Inc. 0.05% Add +229.7% 12,596 $2.4M
Flow Traders U.S. LLC 0.08% Reduce -14.9% 12,586 $2.4M
Valued Retirements, Inc. 2.34% Add +11.4% 12,516 $2.4M
Welch Capital Partners LLC 0.48% No change 12,488 $2.4M
Meridian Wealth Advisors, LLC 0.33% No change 12,486 $2.4M
Cape Ann Savings Bank 1.23% Add +351.2% 12,475 $2.4M
Fortune Financial Advisors, LLC 1.61% Reduce -9.9% 12,447 $2.4M
ORG Partners LLC 0.42% Reduce -26.6% 12,327 $2.4M
Purkiss Capital Advisors LLC 1.09% Add +1.3% 12,187 $2.3M
Tranquility Partners, LLC 0.84% Reduce -3.6% 12,141 $2.3M
Pension & Wealth Management Advisors, Inc. 0.69% Reduce -2.5% 12,115 $2.3M
Biondo Investment Advisors, LLC 0.28% Add +3.7% 12,054 $2.3M
Pine Valley Investments Ltd Liability Co 0.11% Add +6.2% 12,004 $2.3M
14B Captial Management LP 1.85% New 12,000 $2.3M
BTC Capital Management, Inc. 0.16% No change 12,000 $2.3M
OMNI 360 Wealth, Inc. 1.17% Add +14.6% 11,537 $2.3M
Compound Planning, Inc. 0.07% Reduce -0.8% 11,944 $2.3M
Charis Legacy Partners, LLC 3.37% Add +0.4% 11,924 $2.3M
Farnam Financial LLC 1.72% Add +304.9% 11,899 $2.3M
Provident Wealth Management, LLC 0.67% Reduce -6.8% 11,876 $2.3M
MTM Investment Management, LLC 0.73% Reduce -1.2% 11,872 $2.3M
American Alpha Advisors, LLC 1.43% Add +60.8% 11,867 $2.3M
BOK Financial Private Wealth, Inc. 0.14% Reduce -1.1% 11,862 $2.3M
Litman Gregory Wealth Management LLC 0.17% Reduce -1.7% 11,816 $2.3M
Merkkuri Wealth Advisors LLC 1.54% Reduce -21.7% 11,811 $2.3M
Guyasuta Investment Advisors Inc. 0.13% Add +2.0% 11,792 $2.3M
Dodds Wealth, LLC 0.55% No change 11,759 $2.3M
Triangle Securities Wealth Management 0.47% Reduce -0.4% 11,726 $2.2M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +3.3% 11,710 $2.2M
Conservest Capital Advisors, Inc. 0.20% Reduce -6.3% 11,651 $2.2M
BKM Wealth Management, LLC 0.82% Reduce -0.7% 11,647 $2.2M
Dana Investment Advisors, Inc. 0.06% Reduce -18.4% 11,640 $2.2M
Milestone Asset Management Group, LLC 1.25% Add +10.4% 11,574 $2.2M
Greykasell Wealth Strategies, Inc. 0.87% Add +25.3% 11,551 $2.2M
KWB Wealth 0.21% Reduce -5.2% 11,500 $2.2M
Asset Allocation & Management Company, LLC 0.88% No change 11,468 $2.2M
Compass Wealth Management, LLC 0.90% Reduce -6.5% 11,450 $2.2M
Old National Bancorp 0.04% Add +22.8% 11,441 $2.2M
Osborne Partners Capital Management, LLC 0.11% Reduce -3.5% 11,413 $2.2M
Outlook Wealth Advisors, LLC 0.49% No change 11,375 $2.2M
LGL Partners, LLC 0.93% Add +0.4% 11,358 $2.2M
CoreFirst Bank & Trust 1.18% Reduce -10.9% 11,356 $2.2M
Rehmann Capital Advisory Group 0.11% Add +32.9% 11,355 $2.2M
TFR Capital, LLC. 0.72% Add +0.8% 11,327 $2.2M
Root Financial Partners, LLC 0.11% Add +2.0% 11,309 $2.2M
Arnhold LLC 0.16% New 11,300 $2.2M
Net Worth Advisory Group 0.44% Reduce -0.1% 11,259 $2.2M
Boston Partners 0.00% Add +6.0% 12,208 $2.2M
Patriot Investment Management Group, Inc. 0.14% Add +0.2% 11,171 $2.1M
Whittier Trust Co. of Nevada Inc. 0.04% Add +0.0% 10,842 $2.1M
NovaPoint Capital, LLC 0.55% Reduce -6.6% 11,122 $2.1M
Private Advisory Group LLC 0.17% Reduce -28.0% 10,989 $2.1M
Elevation Point Wealth Partners, LLC 0.10% Add +19.2% 10,961 $2.1M
Inscription Capital, LLC 0.21% Add +7.0% 10,907 $2.1M
Running Oak Capital LLC 0.26% New 10,902 $2.1M
Vestmark Advisory Solutions, Inc. 0.03% New 10,868 $2.1M
Everest Private Wealth 1.16% Reduce -10.1% 10,862 $2.1M
Savant Capital, LLC 0.01% Add +5.5% 10,832 $2.1M
Tripletail Wealth Management, LLC 2.63% Add +18.9% 10,822 $2.1M
EverSource Wealth Advisors, LLC 0.08% Add +28.8% 10,817 $2.1M
ASL Financial, LLC 1.62% — 10,940 $2.1M
Lanark Financial, Inc. 0.15% Reduce -4.3% 10,675 $2.0M
First Merchants Corp. 0.08% Reduce -3.6% 10,600 $2.0M
Point72 Asset Management 0.00% New 10,600 $2.0M
Prosperity Wealth Management, Inc. 0.68% Add +97.9% 10,589 $2.0M
Cahill Financial Advisors Inc. 0.22% Reduce -1.6% 10,501 $2.0M
NWF Advisory Services Inc. 0.22% Add +5.4% 10,501 $2.0M
Texas Capital Bank Wealth Management Services Inc 0.12% Add +1.7% 10,490 $2.0M
Delta Investment Management, LLC 0.35% Reduce -32.1% 10,449 $2.0M
Monument Capital Management 0.50% No change 10,440 $2.0M
Victrix Investment Advisors 0.77% New 10,437 $2.0M
Maridea Wealth Management LLC 0.30% Add +873.1% 10,432 $2.0M
Creekside Partners 0.84% Add +0.1% 10,408 $2.0M
Evolve Private Wealth, LLC 0.12% — 10,374 $2.0M
Tailwinds Wealth, LLC 2.13% — 10,338 $2.0M
Wexford Capital LP 0.51% New 10,332 $2.0M
Natixis 0.01% Add +1.6% 10,326 $2.0M
XTX Topco Ltd 0.05% Add +245.9% 10,301 $2.0M
MJP Associates Inc. 0.25% Reduce -24.9% 10,269 $2.0M
Visionary Wealth Advisors 0.09% Add +9.2% 10,262 $2.0M
Pacific Capital Wealth Advisors, Inc. 0.34% Reduce -11.3% 10,253 $2.0M
Parisi Gray Wealth Management 0.45% Add +1.3% 10,250 $2.0M
EagleClaw Capital Managment, LLC 0.28% Reduce -6.2% 10,155 $1.9M
Afg Fiduciary Services Limited Partnership 1.16% Reduce -4.1% 10,044 $1.9M
Trilogy Capital Inc. 0.09% Reduce -14.4% 10,080 $1.9M
Hobbs Group Advisors, LLC 0.58% Add +0.5% 9,992 $1.9M
St. Louis Trust Co 0.22% Add +108.8% 9,972 $1.9M
Gilbert Capital Group, Inc. 1.43% Add +10.7% 9,909 $1.9M
Highlander Partners, L.P. 0.68% No change 9,900 $1.9M
UMB Bank, n.a. 0.03% Reduce -3.4% 9,899 $1.9M
NorthRock Partners, LLC 0.03% Add +18.7% 9,837 $1.9M
NCM Capital Management, LLC 0.69% Reduce -1.9% 9,736 $1.9M
McCarter Private Wealth Services LLC 0.84% Add +51.7% 9,724 $1.9M
Focused Alpha, LLC 0.55% — 9,710 $1.9M
PW Nova Financial Services LLC 0.70% — 9,618 $1.9M
Daymark Wealth Partners, LLC 0.06% Reduce -3.2% 9,637 $1.8M
Avestar Capital, LLC 0.13% Reduce -3.5% 9,623 $1.8M
AssuredPartners Investment Advisors, LLC 0.27% Add +442.2% 9,613 $1.8M
Beacon Financial Advisory LLC 0.43% Reduce -9.2% 9,606 $1.8M
NorthCoast Asset Management LLC 0.04% Reduce -97.5% 9,600 $1.8M
Western Wealth Management, LLC 0.08% Reduce -6.7% 9,588 $1.8M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -19.5% 9,558 $1.8M
AlphaStar Capital Management, LLC 0.13% Add +29.8% 9,538 $1.8M
American Investment Services, Inc. 0.42% No change 9,522 $1.8M
SG Americas Securities, LLC 0.00% Reduce -80.2% 9,447 $1.8M
Brindle & Bay Financial Advisors, LLC 1.20% — 9,439 $1.8M
Cypress Capital Group 0.20% Reduce -1.1% 9,430 $1.8M
Principal Securities, Inc. 0.03% Add +16.7% 9,428 $1.8M
Deltec Asset Management LLC 0.30% No change 9,317 $1.8M
Grove Bank & Trust 0.20% Reduce -1.4% 9,263 $1.8M
M&T Bank Corp 0.01% Reduce -21.6% 9,222 $1.8M
Manske Wealth Management 0.52% Reduce -0.9% 9,206 $1.8M
Israel Discount Bank of New York 4.77% No change 9,155 $1.8M
PFG Advisors 0.08% Reduce -60.3% 9,123 $1.7M
Quadrant Capital Group LLC 0.05% Add +93.3% 9,104 $1.7M
Moody LYNN Lieberson & Walker, LLC 0.09% Reduce -2.6% 9,089 $1.7M
Atlantic Union Bankshares Corp 0.03% Add +3.0% 9,079 $1.7M
Balentine LLC 0.07% No change 9,076 $1.7M
ProVise Management Group, LLC 0.12% Add +2.8% 9,038 $1.7M
Macroview Investment Management LLC 1.19% Reduce -9.3% 9,026 $1.7M
Bantamac Capital, LLC 1.22% No change 9,025 $1.7M
Fortis Capital Advisors, LLC 0.26% Reduce -16.1% 9,020 $1.7M
Axis Wealth Partners, LLC 0.95% Add +1.8% 8,984 $1.7M
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -71.7% 8,949 $1.7M
PKS Advisory Services, LLC 0.39% Add +37.7% 8,965 $1.7M
Evelyn Partners Investment Management (Europe) Ltd 0.56% Add +2.9% 8,949 $1.7M
Atticus Wealth Management, LLC 0.42% Add +13.3% 8,943 $1.7M
Lazard Asset Management LLC 0.00% Add +493.3% 8,900 $1.7M
Regions Financial Corp. 0.01% Add +9.6% 8,841 $1.7M
Avidian Wealth Enterprises, LLC 0.06% Add +0.2% 8,812 $1.7M
Twin Focus Capital Partners, LLC 0.19% Add +193.3% 8,800 $1.7M
Indivisible Partners 0.18% — 8,793 $1.7M
Curry Webb Wealth Management LLC 0.84% — 8,791 $1.7M
Heritage Wealth Management, Inc. 0.47% Add +11.4% 8,772 $1.7M
Hansen & Associates Financial Group, Inc. 0.92% New 15,480 $1.7M
Midwest Trust Co 0.02% Add +18.0% 8,737 $1.7M
Journey Strategic Wealth LLC 0.04% Reduce -4.4% 8,716 $1.7M
Astra Wealth Partners LLC 1.02% Add +53.1% 8,715 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -0.6% 8,702 $1.7M
Pandora Wealth, Inc. 1.01% Reduce -1.3% 8,702 $1.7M
PFG Investments, LLC 0.08% Reduce -3.9% 8,697 $1.7M
Verger Capital Management LLC 0.49% Add +0.4% 8,661 $1.7M
Banta Asset Management LP 1.51% — 8,635 $1.7M
CORDA Investment Management, LLC. 0.12% Add +60.0% 8,568 $1.6M
Cypress Asset Management Inc. 0.36% Reduce -0.3% 8,540 $1.6M
Wilmington Savings Fund Society, FSB 0.04% Reduce -0.8% 8,506 $1.6M
Marshall Financial Group, LLC 0.32% Reduce -10.3% 8,495 $1.6M
Signaturefd, LLC 0.02% Reduce -3.5% 8,485 $1.6M
Prairiewood Capital, LLC 0.50% Reduce -4.1% 8,478 $1.6M
Argent Trust Co 0.06% Add +4.8% 8,476 $1.6M
Ascentis Independent Advisors 0.26% Add +10.8% 8,412 $1.6M
Saxony Capital Management, LLC 0.98% Add +49.0% 8,320 $1.6M
Patten Group, Inc. 0.29% Reduce -6.9% 8,307 $1.6M
Berkshire Asset Management LLC 0.07% Add +6.8% 8,293 $1.6M
WESPAC Advisors, LLC 0.86% Reduce -37.6% 8,284 $1.6M
Trail Ridge Investment Advisors, LLC 0.68% Add +3.2% 8,258 $1.6M
DV Trading LLC 0.14% — 8,257 $1.6M
Second Half Financial Partners, LLC 0.70% Reduce -10.1% 8,218 $1.6M
Archford Capital Strategies, LLC 0.18% Reduce -1.8% 8,192 $1.6M
Evergreen Capital Management LLC 0.04% Reduce -19.0% 8,192 $1.6M
Noble Wealth Management PBC 0.79% Reduce -11.3% 8,186 $1.6M
Beaton Management Co. Inc. 0.69% Reduce -0.9% 8,174 $1.6M
Sendero Wealth Management, LLC 0.17% New 8,164 $1.6M
Abound Financial, LLC 0.60% Reduce -5.1% 8,160 $1.6M
Peregrine Asset Advisers, Inc. 0.44% Reduce -0.8% 8,131 $1.6M
Clifford Swan Investment Counsel LLC 0.05% Reduce -4.5% 8,114 $1.6M
Legacy Wealth Partners, LLC 0.40% — 8,112 $1.6M
Thrivent Financial for Lutherans 0.00% Add +61.9% 8,048 $1.6M
Salomon & Ludwin, LLC 0.14% Reduce -3.3% 7,961 $1.5M
North Star Investment Management Corp. 0.10% Add +31.0% 8,063 $1.5M
Advisory Alpha, LLC 0.04% Add +83.6% 8,044 $1.5M
Private Client Services, LLC 0.48% Reduce -52.8% 8,044 $1.5M
Flagstar Securities, Inc. 0.52% Reduce -2.8% 8,031 $1.5M
American Institute for Advanced Investment Management, LLP 0.99% Reduce -0.3% 8,028 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -3.2% 8,003 $1.5M
PCG Wealth Advisors, LLC 0.43% Add +5.1% 7,984 $1.5M
Hudson Oak Wealth Advisory LLC 1.35% — 7,983 $1.5M
Hollencrest Capital Management 0.05% Add +0.8% 7,918 $1.5M
Rooted Wealth Advisors, Inc. 0.43% Add +20.8% 7,572 $1.5M
Creative Financial Designs Inc. 0.10% Reduce -17.1% 7,912 $1.5M
Platform Technology Partners 0.32% Add +105.0% 7,846 $1.5M
Blue Chip Partners, LLC 0.11% Add +2.9% 7,827 $1.5M
360 Financial, Inc. 0.45% Add +14.6% 7,822 $1.5M
Mather Group, Llc. 0.02% Reduce -5.4% 7,820 $1.5M
Samalin Investment Counsel, LLC 0.53% Add +2.8% 7,816 $1.5M
Dupree Financial Group, LLC 0.54% Add +3.0% 7,727 $1.5M
YANKCOM Partnership 0.63% No change 7,700 $1.5M
D.B. Root & Company, LLC 0.36% Add +28.9% 7,677 $1.5M
Global Assets Advisory, LLC 0.42% Add +20.8% 7,674 $1.5M
Gilman Hill Asset Management, LLC 0.23% Add +75.7% 7,671 $1.5M
Clark Asset Management, LLC 0.15% New 7,659 $1.5M
Ardent Capital Management, Inc. 0.58% No change 7,655 $1.5M
Simplicity Wealth,LLC 0.09% Reduce -45.7% 7,645 $1.5M
Seelaus Asset Management LLC 1.18% Reduce -7.2% 7,645 $1.5M
Topsail Wealth Management, LLC 0.21% Add +2.8% 7,632 $1.5M
Keystone Global Partners, LLC 0.64% Reduce -1.1% 7,632 $1.5M
Keebeck Wealth Management 0.17% Reduce -0.0% 7,590 $1.5M
Obermeyer Wealth Partners 0.07% Add +23.4% 7,583 $1.5M
Darwin Wealth Management, LLC 0.45% Reduce -4.3% 7,582 $1.5M
Per Stirling Capital Management, LLC. 0.16% Add +18.1% 7,570 $1.5M
August Group Capital Ltd 1.60% — 7,518 $1.4M
Bawa N Mallick Trust 0.53% Add +0.1% 7,517 $1.4M
Independent Wealth Advisors LLC 1.50% — 7,502 $1.4M
Capital Management Associates 2.11% No change 7,500 $1.4M
Oliver Luxxe Assets LLC 0.22% Add +10.2% 7,487 $1.4M
Rockbridge Investment Management, LCC 0.13% Add +1.5% 7,291 $1.4M
Onyx Bridge Wealth Group LLC 0.15% Add +1.1% 7,218 $1.4M
Archer Investment Management, LLC 0.74% Reduce -37.5% 7,191 $1.4M
Madden Advisory Services, Inc. 0.55% Add +4.7% 7,185 $1.4M
Strathmore Capital Advisors, Inc. 0.45% Reduce -8.4% 7,170 $1.4M
Professional Advisory Services Inc. 0.16% Add +3.0% 7,169 $1.4M
Marks Group Wealth Management, Inc 0.13% Reduce -5.5% 7,145 $1.4M
Marshall & Sterling Wealth Advisors Inc. 0.90% Reduce -82.8% 7,141 $1.4M
Exchange Traded Concepts, LLC 0.01% Reduce -5.2% 7,097 $1.4M
Ocean Park Asset Management, LLC 0.06% Reduce -5.0% 7,086 $1.4M
Covenant Asset Management, LLC 0.26% Add +2.6% 7,068 $1.4M
LOM Asset Management Ltd 0.39% No change 7,040 $1.3M
Alpha Cubed Investments, LLC 0.05% Reduce -3.4% 7,033 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 7,013 $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
Anchyra Partners LLC 0.41% — 6,972 $1.3M
Rossmore Private Capital 0.12% Add +3.4% 6,945 $1.3M
SageView Advisory Group, LLC 0.04% Add +6.2% 6,907 $1.3M
Peak Retirement Planning, Inc. 0.31% Add +36.1% 6,903 $1.3M
Am Investment Strategies LLC 0.27% Add +7.2% 6,899 $1.3M
Vertex Planning Partners, LLC 0.30% Reduce -2.0% 6,821 $1.3M
Colter Lewis Investment Partners LLC 1.51% — 6,811 $1.3M
Independence Bank of Kentucky 0.16% Reduce -7.3% 6,808 $1.3M
Sharp Wealth Advisory, LLC 0.65% Add +5.1% 6,785 $1.3M
RDA Financial Network 0.31% Reduce -1.7% 6,774 $1.3M
Evermay Wealth Management LLC 0.15% No change 6,760 $1.3M
Ballast Rock Private Wealth LLC 0.81% — 6,749 $1.3M
Quadcap Wealth Management, LLC 0.15% Reduce -10.4% 6,734 $1.3M
Coordinated Financial Services, Inc. 0.75% Add +9.2% 6,668 $1.3M
Larry Mathis Financial Planning, LLC 1.14% — 6,726 $1.3M
Madison Park Capital Advisors, LLC 1.05% Reduce -0.6% 6,724 $1.3M
Cardiff Park Advisors, LLC 0.11% Reduce -5.4% 6,699 $1.3M
Skyview Financial Group LLC 1.32% — 6,671 $1.3M
Russell Investments Group, Ltd. 0.00% Reduce -2.0% 6,663 $1.3M
Magnolia Capital Advisors LLC 0.27% Add +12.5% 6,660 $1.3M
Cornerstone Wealth Management, LLC 0.07% Add +7.0% 6,651 $1.3M
Park Square Financial Group, LLC 7.54% Reduce -23.3% 7,248 $1.3M
Wellington Shields Capital Management, LLC 0.19% Reduce -7.7% 6,625 $1.3M
Avant Capital LLC 0.87% Reduce -1.6% 6,601 $1.3M
Syverson Strege & Co 0.30% No change 6,597 $1.3M
Strategic Wealth Partners, Ltd. 0.09% Reduce -20.4% 6,593 $1.3M
Insight Advisors, LLC/ PA 0.19% Add +0.1% 6,592 $1.3M
Legacy Wealth Management, LLC / MS 0.34% Add +14.8% 6,563 $1.3M
Charter Research & Investment Group, Inc. 0.84% Add +12.4% 6,547 $1.3M
Dudley Capital Management, LLC 0.55% Add +61.8% 6,544 $1.3M
Barrett & Company, Inc. 0.42% Add +0.6% 6,539 $1.3M
Penobscot Investment Management Company, Inc. 0.09% Add +9.0% 6,519 $1.2M
Provenance Wealth Advisors, LLC 0.14% No change 6,493 $1.2M
Intellus Advisors LLC 0.16% Add +6.7% 6,489 $1.2M
Sharkey, Howes & Javer 0.16% Reduce -7.4% 6,485 $1.2M
Calton & Associates, Inc. 0.18% Add +2.8% 6,474 $1.2M
Xcelsior Advisor Partners LLC 0.60% — 6,472 $1.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.24% No change 6,463 $1.2M
Financial Advisory Corp 0.18% Reduce -0.8% 6,453 $1.2M
JGP Wealth Management, LLC 0.13% Add +0.5% 6,434 $1.2M
Stephens Consulting, LLC 0.40% No change 6,413 $1.2M
Waddell & Associates, LLC 0.08% No change 6,391 $1.2M
Jmac Enterprises LLC 0.23% Reduce -0.3% 6,373 $1.2M
Boston Research & Management Inc. 0.28% Add +97.9% 6,312 $1.2M
Mycio Wealth Partners, LLC 0.25% Add +55.7% 6,290 $1.2M
Forum Financial Management, LP 0.02% Add +1.6% 6,266 $1.2M
Opulen Financial Group LLC 0.87% Add +0.4% 6,259 $1.2M
Violich Capital Management, Inc. 0.13% No change 6,250 $1.2M
Elmwood Wealth Management, Inc. 0.38% Add +35.3% 6,245 $1.2M
HHM Wealth Advisors, LLC 0.14% No change 6,238 $1.2M
Goodman Financial Corp 0.23% Reduce -96.0% 6,216 $1.2M
Exit Wealth Advisors, LLC. 0.70% Reduce -59.8% 6,216 $1.2M
Signature Estate & Investment Advisors LLC 0.02% Add +17.6% 6,208 $1.2M
KCM Investment Advisors LLC 0.04% Reduce -1.1% 6,106 $1.2M
Sentry LLC 0.32% No change 6,098 $1.2M
Carrera Capital Advisors 0.20% Add +2.6% 6,095 $1.2M
Perkins Coie Trust Co 0.22% No change 6,083 $1.2M
Colorado Capital Management, Inc. 0.44% No change 6,074 $1.2M
Callan Family Office, LLC 0.03% Add +44.0% 6,073 $1.2M
Axecap Investments, LLC 0.72% Add +7.8% 6,070 $1.2M
Mascagni Wealth Management, Inc. 0.87% Reduce -2.2% 6,062 $1.2M
Trust Co. of Toledo NA 0.11% Reduce -15.7% 6,048 $1.2M
Advyzon Investment Management, LLC 0.13% New 6,041 $1.2M
High Point Wealth Management, LLC 1.10% — 6,020 $1.2M
1832 Asset Management L.P. 0.00% No change 6,020 $1.2M
Aries Wealth Management 0.25% No change 6,008 $1.2M
Principal Financial Group Inc. 0.00% No change 6,001 $1.1M
Flagship Private Wealth, LLC 0.45% Add +24.9% 6,941 $1.1M
Hassell Wealth Management, LLC 0.38% No change 5,759 $1.1M
Up Strategic Wealth Investment Advisors LLC 0.83% No change 5,667 $1.1M
Lathrop Investment Management Co. 0.21% Reduce -0.2% 5,984 $1.1M
Retirement Investment Advisors, Inc. 0.09% No change 5,980 $1.1M
Chemistry Wealth Management LLC 0.21% No change 5,943 $1.1M
Yarger Wealth Strategies, LLC 0.49% Add +0.4% 5,938 $1.1M
Toth Financial Advisory Corp. 0.12% Add +54.9% 5,920 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.6% 5,918 $1.1M
Silverlake Wealth Management LLC 0.25% Reduce -3.7% 5,899 $1.1M
Ritter Daniher Financial Advisory LLC / DE 0.19% Reduce -1.5% 5,889 $1.1M
JMG Financial Group, Ltd. 0.03% No change 5,877 $1.1M
Phraction Management LLC 0.32% No change 5,858 $1.1M
Arrowroot Family Office, LLC 0.41% Reduce -4.5% 5,846 $1.1M
Burling Wealth Partners, LLC 0.17% Reduce -1.0% 5,779 $1.1M
Howard Capital Management Group, LLC 0.07% No change 5,767 $1.1M
Segment Wealth Management, LLC 0.06% Add +45.8% 5,760 $1.1M
Marquette Associates, Inc. 1.41% New 5,740 $1.1M
Grandfield & Dodd, LLC 0.06% Add +34.1% 5,738 $1.1M
Twelve Points Wealth Management LLC 0.25% Reduce -22.6% 5,549 $1.1M
Pictet North America Advisors SA 0.10% No change 5,690 $1.1M
Boothe Investment Group, Inc. 0.39% Reduce -9.8% 5,677 $1.1M
Del-Sette Capital Management, LLC 0.67% Add +0.1% 5,664 $1.1M
Monarch Capital Management Inc. 0.27% Add +22.4% 5,662 $1.1M
JT Stratford LLC 0.14% Add +67.5% 5,658 $1.1M
Legacy PCG, LLC 0.67% Reduce -4.9% 5,643 $1.1M
Walser Wealth Management Company, A Ltd Liability Co 0.57% — 5,634 $1.1M
JFS Wealth Advisors, LLC 0.06% No change 5,617 $1.1M
Becker Capital Management Inc. 0.03% Reduce -0.4% 5,609 $1.1M
Sagespring Wealth Partners, LLC 0.02% Reduce -54.5% 5,597 $1.1M
TFB Advisors LLC 0.30% Add +1.4% 5,592 $1.1M
Cascade Financial Partners, LLC 0.11% No change 5,589 $1.1M
Autumn Glory Partners, LLC 0.37% No change 5,579 $1.1M
Grantvest Financial Group LLC 0.68% Reduce -12.1% 5,573 $1.1M
Vantus Wealth LLC 0.79% — 5,571 $1.1M
Ritholtz Wealth Management 0.02% Reduce -6.1% 5,570 $1.1M
Diversify Wealth Management, LLC 0.05% Add +7.2% 5,382 $1.1M
Baldwin Investment Management, LLC 0.12% Reduce -1.5% 5,536 $1.1M
HT Partners LLC 0.31% No change 5,523 $1.1M
Advisors Management Group Inc. 0.19% Reduce -0.2% 5,445 $1.0M
Meritage Portfolio Management 0.07% Add +223.7% 5,428 $1.0M
Correct Capital Wealth Management 0.20% No change 5,419 $1.0M
Abbot Financial Management, Inc. 0.43% Reduce -4.4% 5,417 $1.0M
Cambridge Associates LLC /Ma/ 0.02% No change 5,412 $1.0M
Summit Wealth Partners, LLC 0.19% Add +2.0% 5,407 $1.0M
Nvwm, LLC 0.23% No change 5,400 $1.0M
Everett Harris & Co. 0.01% Add +7.4% 5,394 $1.0M
Diligent Investors, LLC 0.25% Reduce -7.0% 5,393 $1.0M
Lavelle Capital LP 0.65% — 5,371 $1.0M
Culbertson A N & Co. Inc. 0.14% No change 5,371 $1.0M
SteelPeak Wealth, LLC 0.03% Reduce -62.1% 5,358 $1.0M
MGB Wealth Management, LLC 0.29% No change 5,346 $1.0M
Ameritas Advisory Services, LLC 0.04% Reduce -41.1% 5,341 $1.0M
Atlas Brown,Inc. 0.30% Add +12.8% 5,332 $1.0M
Argent Advisors, Inc. 0.28% Reduce -90.8% 5,316 $1.0M
Perennial Investment Advisors, LLC 0.08% Reduce -11.0% 5,294 $1.0M
XY Planning Network, Inc. 0.18% Add +25.4% 5,277 $1.0M
Woodard & Co. Asset Management Group Inc. 0.16% Add +1.7% 5,271 $1.0M
Cambridge Advisors Inc. 0.19% Reduce -12.6% 5,264 $1.0M
HBW Advisory Services LLC 0.11% Add +5.4% 5,239 $1.0M
First City Capital Management, Inc. 0.53% Add +29.8% 5,221 $1.0M
Odyssey Capital Advisors, Inc. 0.89% — 5,215 $999K
Harbor Advisory Corp. 0.30% No change 5,205 $997K
Davies Financial Advisors, Inc. 1.84% Reduce -14.1% 5,193 $995K
Bay Capital Advisors, LLC 0.60% Reduce -3.9% 5,160 $988K
Intrua Financial, LLC 0.11% Add +24.6% 5,117 $980K
IKE Capital, LLC 0.85% — 5,110 $979K
Gen-Wealth Partners Inc 0.31% No change 5,110 $979K
Clientfirst Wealth Management, LLC 0.78% No change 5,096 $976K
Alterna Wealth Management, Inc. 0.81% Add +3.0% 5,093 $976K
Private Wealth Asset Management, LLC 0.11% Reduce -14.9% 5,085 $974K
Wealth Advisors of Tampa Bay, LLC 0.33% Add +3.2% 5,056 $969K
Vise Technologies, Inc. 0.02% Add +144.3% 5,051 $968K
Adkins Seale Capital Management LLC 0.95% — 5,040 $965K
Shepherd Kaplan Krochuk, LLC 0.80% New 5,040 $965K
Wealthspire Retirement, LLC 0.06% Add +0.2% 5,036 $965K
Retirement Planning Group, LLC 0.03% Reduce -6.1% 5,015 $961K
GSG Advisors LLC 0.25% Reduce -3.2% 5,011 $960K
Global Endowment Management, LP 0.12% No change 5,000 $958K
Advanced Portfolio Management, LLC 2.92% New 5,000 $958K
Lighthouse Investment Partners, LLC 0.03% Reduce -27.0% 5,000 $958K
Ted Buchan & Co 0.35% Add +132.3% 4,989 $956K
Old North State Trust, LLC 0.56% New 4,985 $955K
J.Safra Asset Management Corp 0.05% No change 4,965 $951K
Stableford Capital II LLC 0.34% New 4,936 $946K
Sovran Advisors, LLC 0.08% Add +35.2% 4,717 $941K
Zions Bancorporation, National Association 0.04% No change 4,900 $939K
Pasadena Private Wealth, LLC 0.13% No change 4,890 $937K
Aznar Financial Advisors, LLC 0.90% — 4,888 $936K
Salem Investment Counselors Inc. 0.03% Add +4.8% 4,879 $935K
First Heartland Consultants, Inc. 0.07% Reduce -1.7% 4,877 $934K
Disciplined Investors, L.L.C. 0.61% Add +0.1% 4,865 $932K
Cambridge Capital Management, LLC 0.42% Reduce -2.3% 4,845 $928K
Concentric Capital Strategies, LP 0.05% Reduce -55.7% 4,839 $927K
Arcus Capital Partners, LLC 0.33% Add +0.0% 4,825 $924K
Van Den Berg Management I, Inc. 0.21% Add +0.3% 4,825 $924K
Massachusetts Wealth Management 0.43% Add +2.2% 4,824 $924K
Cooksen Wealth, LLC 0.68% Add +0.8% 4,822 $924K
Cornerstone Advisory, LLC 0.09% Add +2.9% 4,810 $921K
Total Clarity Wealth Management, Inc. 0.22% Add +2.8% 4,789 $917K
Caliber Wealth Management, LLC / KS 0.10% Add +55.9% 4,786 $917K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.7% 4,780 $916K
HORAN Wealth, LLC 0.14% Add +1.2% 4,770 $914K
Atwater Malick LLC 0.25% Add +14.9% 4,769 $914K
Northstar Advisory Group, LLC 0.32% New 4,759 $912K
Banque Pictet & Cie SA 0.01% Reduce -33.1% 4,755 $911K
Boston Trust Walden Corp 0.01% Reduce -4.0% 4,754 $911K
Corecam AG 0.91% — 4,750 $910K
GAMMA Investing LLC 0.05% Add +5.1% 4,746 $909K
Moran Wealth Management, LLC 0.03% Reduce -94.3% 4,730 $906K
Sandbox Financial Partners, LLC 0.25% Reduce -19.6% 4,728 $906K
Greenfield Savings Bank 0.38% Reduce -3.3% 4,720 $904K
Integrity Alliance, Llc. 0.03% Reduce -66.3% 4,718 $904K
Crescent Grove Advisors, LLC 0.09% Add +2.7% 4,683 $897K
Mma Asset Management LLC 0.32% Reduce -1.8% 4,673 $895K
Endeavor Private Wealth, Inc. 0.26% Add +12.1% 4,664 $893K
Synergy Asset Management, LLC 0.09% New 4,662 $893K
Abound Wealth Management 0.21% Add +15.8% 4,661 $893K
Cathy Pareto & Associates, Inc. 0.62% Reduce -4.0% 4,645 $890K
Cedar Wealth Management, LLC 0.27% No change 4,639 $889K
Leigh Baldwin & Co., LLC 0.58% Reduce -20.6% 4,631 $887K
Smithfield Trust Co 0.04% Add +9.4% 4,620 $887K
Townsend Asset Management Corp. /NC/ 0.31% Reduce -2.2% 4,623 $886K
Ehrlich Financial Group 0.50% Reduce -3.2% 4,621 $885K
MMBG Investment Advisors Co. 0.07% Add +7.5% 4,615 $884K
Nicolet Bankshares Inc. 0.14% Add +4.2% 4,610 $883K
Shoker Investment Counsel, Inc. 0.26% Add +0.4% 4,601 $882K
Keudell/Morrison Wealth Management 0.18% — 4,584 $878K
Bridgelight Financial Advisors, Inc. 0.75% — 4,578 $877K
Fifth Third Securities, Inc. 0.06% New 4,573 $876K
Lafayette Investments, Inc. 0.17% Add +19.3% 4,571 $876K
Key Client Fiduciary Advisors, LLC 0.30% Add +3.8% 4,499 $862K
Bluesphere Advisors LLC 0.38% No change 4,497 $861K
Allie Family Office LLC 0.40% Add +12.1% 4,485 $859K
IFG Advisory, LLC 0.04% Reduce -15.2% 4,479 $858K
Madison Asset Management, LLC 0.01% New 4,477 $858K
Glenview Trust Co 0.01% Add +1.6% 4,466 $856K
AMG National Trust Bank 0.02% New 4,464 $855K
Invested Advisors 0.88% New 4,451 $853K
Austin Asset Management Co Inc 0.15% Add +1.8% 4,451 $853K
CSM Advisors, LLC 0.02% No change 4,450 $852K
Sfmg, LLC 0.06% Add +120.1% 4,444 $851K
Mosaic Family Wealth Partners, LLC 0.09% Add +1.9% 4,442 $851K
Thrive Capital Management, LLC 0.19% Add +25.8% 4,409 $845K
Crossmark Global Holdings, Inc. 0.01% Reduce -11.0% 4,405 $844K
Canvas Wealth Advisors, LLC 0.14% Reduce -0.5% 4,368 $837K
Scharf Investments, LLC 0.02% New 4,342 $832K
Sfm, LLC 0.49% Add +31.4% 4,329 $829K
Collective Family Office LLC 0.19% Reduce -29.1% 4,324 $828K
Comprehensive Financial Planning, Inc. 0.54% Add +1.8% 4,279 $820K
BCS Wealth Management 0.08% Add +100.0% 4,262 $816K
Spreng Capital Management, Inc. 0.32% Reduce -15.0% 4,260 $816K
Bluefin Capital Management, LLC 0.23% New 4,239 $812K
Rainier Family Wealth Inc. 0.61% Reduce -2.3% 4,197 $804K
Briggs Wealth Management, Inc 0.86% — 4,154 $796K
Members Wealth LLC 0.50% Reduce -10.0% 3,977 $792K
Greenland Capital Management LP 0.12% New 4,097 $785K
Morton Capital Management LLC 0.12% No change 4,090 $783K
Icon Wealth Advisors, LLC 0.05% Reduce -0.2% 4,084 $782K
Elevation Wealth Partners, LLC 0.28% Add +2.8% 4,080 $782K
Fiscal Wisdom Wealth Management, LLC 0.74% Add +2.3% 4,080 $782K
Foguth Wealth Management, LLC. 0.12% — 4,050 $781K
Wealth Alliance, LLC 0.08% Reduce -0.5% 4,075 $781K
Trust Co. of Vermont 0.03% Add +35.6% 4,073 $780K
Rench Wealth Management, Inc. 0.22% Reduce -16.3% 4,071 $780K
Monte Financial Group, LLC 0.29% Add +10.3% 4,065 $779K
Dale Q Rice Investment Management Ltd 0.56% Reduce -9.4% 4,055 $777K
Journey Advisory Group, LLC 0.07% Reduce -5.4% 4,047 $775K
Trinity Wealth Management, LLC 0.29% Add +5.0% 4,046 $775K
TSG Advice Partners, LLC 0.12% — 4,004 $767K
AtlasMark Financial, Inc 0.49% No change 4,000 $766K
Meriwether Wealth & Planning, LLC 0.43% No change 4,000 $766K
Tennessee Valley Asset Management Partners 0.10% Reduce -2.4% 3,999 $766K
Fisher Asset Management 0.00% Add +84.4% 3,976 $762K
Cora Capital Advisors LLC 0.30% Reduce -12.2% 3,970 $761K
Weaver Consulting Group 0.19% No change 3,966 $760K
Conscious Wealth Investments, LLC 0.46% Add +3.1% 3,823 $759K
Triad Wealth Partners, LLC 0.07% Add +53.1% 3,959 $758K
Bfsg, LLC 0.07% Add +26.8% 3,952 $757K
Register Financial Advisors LLC 0.29% Add +6.3% 3,945 $756K
Prepared Retirement Institute LLC 0.38% Reduce -29.9% 3,923 $752K
WealthTrust Axiom LLC 0.19% Add +0.9% 3,917 $750K
Tyche Wealth Partners LLC 0.12% Add +13.5% 3,909 $749K
Retirement Planning Co of New England, Inc. 0.30% Add +6.3% 3,906 $748K
Beck Bode, LLC 0.12% Add +1.1% 3,892 $746K
Voisard Asset Management Group, Inc. 0.16% Reduce -48.7% 3,888 $745K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.26% New 3,886 $745K
Aspire Growth Partners LLC 0.52% Add +0.3% 3,876 $743K
Duncan Williams Asset Management, LLC 0.18% Add +1.7% 3,705 $742K
Chicago Wealth Management, Inc. 0.30% Reduce -1.5% 3,874 $742K
Vista Investment Management 0.24% Add +1.3% 3,873 $742K
Capitol Family Office, Inc. 0.87% Reduce -27.4% 3,865 $740K
Associated Banc-Corp 0.02% Add +0.4% 3,859 $739K
Westside Investment Management, Inc. 0.12% Add +25.2% 3,853 $738K
Hartford Financial Management Inc. 0.19% Reduce -1.3% 3,853 $738K
Rhodes Investment Advisors Inc. 0.60% — 3,843 $736K
Sterling Capital Management LLC 0.01% Reduce -2.3% 3,843 $736K
Stokes Family Office, LLC 0.07% No change 3,830 $734K
Tilia Fiduciary Partners, Inc. 0.40% Reduce -11.5% 3,823 $732K
3Chopt Investment Partners, LLC 0.16% No change 3,799 $728K
Serenus Wealth Advisors, LLC 0.14% Add +3.4% 3,787 $725K
Loudon Investment Management, LLC 0.38% Add +28.9% 3,786 $725K
Assetmark, Inc. 0.00% Add +4.5% 3,764 $721K
Essex Bank 0.16% No change 3,757 $720K
Unconventional Investor, LLC 0.34% Add +0.1% 3,750 $718K
WoodTrust Financial Corp 0.08% Reduce -9.2% 3,750 $718K
Bedel Financial Consulting, Inc. 0.08% Add +14.0% 3,738 $716K
McLaughlin Asset Management, Inc. 0.64% — 3,737 $716K
Harmony Asset Management LLC 0.24% Reduce -17.2% 3,729 $714K
Inlet Private Wealth, LLC 0.17% Add +4.4% 3,728 $714K
Opal Wealth Advisors, LLC 0.19% Add +15.7% 3,722 $713K
Winebrenner Capital Management LLC 0.47% No change 3,716 $712K
Sequent Planning LLC 0.18% Add +247.9% 3,670 $703K
WFA of San Diego, LLC 0.52% Add +3.9% 3,665 $702K
Personal Cfo Solutions, LLC 0.11% Reduce -1.3% 3,637 $697K
Hudson Value Partners, LLC 0.21% Add +0.1% 3,609 $695K
Red Crane Wealth Management, LLC 0.57% Add +0.3% 3,623 $694K
Valor Advisors LLC 0.58% — 3,619 $693K
Farmers Trust Co. 0.11% No change 3,609 $691K
TrinityBridge Ltd 0.02% Reduce -5.3% 3,600 $690K
Corecam Pte. Ltd. 0.37% Add +20.0% 3,600 $690K
Tenon Financial LLC 0.29% No change 3,598 $689K
Dover Advisors, LLC 0.27% New 3,590 $688K
Legacy Financial Strategies, LLC 0.12% Reduce -33.9% 3,589 $688K
SwitchPoint Financial Planning, LLC 0.48% No change 3,587 $687K
Cura Wealth Advisors, LLC 0.26% Add +10.1% 3,580 $686K
Melfa Wealth Management, Inc. 0.39% Add +3.0% 3,577 $685K
Ignite Planners, LLC 0.10% Reduce -2.0% 3,458 $685K
Private Wealth Advisors, LLC 0.25% Add +8.4% 3,572 $684K
ICW Investment Advisors LLC 0.25% Reduce -18.9% 3,563 $682K
Inspire Advisors, LLC 0.06% Add +0.3% 3,540 $678K
Maia Wealth LLC 0.12% Add +17.1% 3,363 $675K
Brandywine Oak Private Wealth LLC 0.06% No change 3,522 $675K
Horizons Wealth Management 0.45% No change 3,519 $674K
FourThought Financial Partners, LLC 0.06% Add +25.6% 3,514 $673K
Coppell Advisory Solutions LLC 0.07% Add +1.4% 3,483 $673K
LJI Wealth Management, LLC 0.10% Add +58.5% 3,509 $672K
Flaharty Asset Management, LLC 0.08% Reduce -1.1% 3,505 $671K
Larson Financial Group LLC 0.02% Reduce -2.0% 3,485 $668K
Destination Wealth Management 0.02% Reduce -20.7% 3,484 $667K
LCNB Corp. 0.22% Reduce -3.1% 3,481 $667K
Founders Financial Alliance, LLC 0.13% Reduce -28.1% 3,470 $665K
Rubicon Advisors, GP 0.62% — 3,447 $660K
First Trust Advisors LP 0.00% New 3,431 $657K
YHB Investment Advisors, Inc. 0.05% Reduce -27.2% 3,424 $656K
PCG Asset Management, LLC 0.52% Add +7.4% 3,406 $656K
Kohmann Bosshard Financial Services, LLC 0.06% No change 3,418 $655K
Summit Financial Wealth Advisors, LLC 0.09% No change 3,412 $654K
Live Oak Private Wealth LLC 0.09% Reduce -0.3% 3,412 $654K
Horizon Kinetics Asset Management LLC 0.01% Add +34.3% 3,411 $653K
LongView Wealth Management 0.16% Add +0.3% 3,297 $652K
Crewe Advisors LLC 0.06% Add +124.7% 3,400 $651K
Arrien Investments, Inc. 0.37% Reduce -4.9% 3,397 $651K
Panoramic Investment Advisors, LLC 0.35% Reduce -8.4% 3,396 $651K
Capital Advisors Wealth Management, LLC 0.09% Add +15.5% 3,387 $649K
Baxter Bros Inc. 0.08% Add +57.2% 3,387 $649K
Andina Capital Management, LLC 0.39% Add +0.6% 3,376 $647K
Magnolia Private Wealth, LLC 0.45% Reduce -23.3% 3,368 $645K
Parkway Wealth Management Group, LLC 0.09% — 3,363 $644K
Saxon Interests, Inc. 0.23% Add +2.2% 3,355 $643K
Mission Creek Capital Partners, Inc. 0.13% Add +7.6% 3,354 $642K
Hengehold Capital Management LLC 0.05% Add +15.0% 3,352 $642K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $642K
Capstone Wealth Management Group LLC 0.39% Add +34.7% 3,332 $638K
Compass Capital Management, Inc. 0.04% New 3,323 $637K
Strategic Investment Advisors / MI 0.05% Add +1072.1% 3,317 $635K
Braun Stacey Associates Inc. 0.02% Add +0.0% 3,311 $634K
Schnieders Capital Management, Llc. 0.10% No change 3,308 $634K
TruWealth Advisors, LLC 0.03% Reduce -1.5% 3,303 $633K
CWA Asset Management Group, LLC 0.02% Reduce -23.5% 3,292 $631K
Bienville Capital Management, LLC 0.10% Add +8.1% 3,287 $630K
Parkside Financial Bank & Trust 0.05% No change 3,273 $627K
MorganRosel Wealth Management, LLC 0.16% Reduce -14.8% 3,272 $627K
waypoint wealth counsel 0.23% Reduce -4.8% 3,263 $625K
Mirador Capital Partners LP 0.09% Reduce -21.9% 3,254 $623K
IFG Advisors, LLC 0.10% Reduce -23.9% 3,250 $622K
Penobscot Wealth Management 0.19% Add +0.3% 3,249 $622K
Nicholson Wealth Management Group, LLC 0.37% No change 3,249 $622K
Royal Capital Wealth Management, LLC 0.36% Add +157.9% 3,219 $617K
Orcam Financial Group 0.46% No change 3,214 $616K
Granite Group Advisors, LLC 0.35% Add +41.5% 3,212 $615K
HUB Investment Partners, LLC 0.02% Reduce -43.7% 3,200 $613K
KMG Fiduciary Partners, LLC 0.04% Add +88.3% 3,195 $612K
Betterment LLC 0.00% Add +36.4% 3,194 $612K
Advance Capital Management, Inc. 0.03% Reduce -5.2% 3,194 $612K
Westwood Wealth Management 0.46% New 3,178 $609K
Lionshead Wealth Management, LLC 0.46% No change 3,178 $609K
Pinnacle Financial Group, LLC / IL 0.18% Add +44.5% 3,176 $608K
Richmond Investment Services, LLC 0.11% Reduce -21.8% 3,174 $608K
Marex Group Ltd 0.01% Add +145.1% 3,169 $607K
Refined Wealth Management 0.41% New 3,162 $606K
Wealth Architects, LLC 0.05% Reduce -7.6% 3,162 $606K
Encompass More Asset Management 0.11% Add +56.6% 3,162 $606K
Institute for Wealth Management, LLC. 0.06% Reduce -6.4% 3,162 $606K
Thompson Siegel & Walmsley LLC 0.01% No change 3,157 $605K
Rosenberg Matthew Hamilton 0.13% Reduce -3.7% 3,153 $604K
Chesley Taft & Associates LLC 0.02% New 3,147 $603K
Fusion Capital, LLC 0.17% Add +15.0% 3,136 $601K
Wealth Dimensions Group, Ltd. 0.12% Reduce -0.2% 3,132 $600K
Sherrill & Hutchins Financial Advisory, Inc 0.42% Add +0.8% 3,107 $595K
McGlone Suttner Wealth Management, Inc. 0.08% Add +0.1% 3,103 $594K
Mathes Company, Inc. 0.21% No change 3,100 $594K
Facet Wealth, Inc. 0.01% Add +114.8% 2,994 $594K
Lee Financial Co 0.08% Reduce -0.8% 3,086 $591K
Sterling Financial Planning, Inc. 0.18% Reduce -0.4% 3,086 $591K
True Vision MN LLC 0.30% Reduce -0.0% 3,079 $590K
Jessup Wealth Management, Inc 0.19% Add +1.8% 3,068 $588K
MinichMacGregor Wealth Management, LLC 0.11% Add +1.0% 3,065 $587K
Waycross Investment Management Co 0.51% Add +12.3% 3,047 $584K
1ST Source Bank 0.03% No change 3,037 $582K
Investment Partners, LTD. 0.20% Add +0.0% 3,031 $581K
Sage Capital Advisors,llc 0.14% Reduce -0.5% 3,026 $580K
MKT Advisors LLC 0.20% No change 2,959 $576K
Webster Bank, N. A. 0.05% Add +34.8% 3,001 $575K
Birmingham Capital Management Co. Inc. 0.25% No change 3,000 $575K
Boothbay Fund Management, LLC 0.02% New 3,000 $575K
CFS Investment Advisory Services, LLC 0.04% No change 2,989 $573K
North Capital, Inc. 0.49% Add +34.4% 2,979 $571K
Weaver Capital Management LLC 0.12% Reduce -3.9% 2,976 $570K
Independence Financial Advisors, LLC 0.16% Add +0.4% 2,972 $569K
Montz Harcus Wealth Management LLC 0.23% Add +0.4% 2,966 $568K
Capital Advisors Inc. 0.01% Add +0.0% 2,964 $568K
CDM Financial Counseling Services, Inc. 0.53% — 2,958 $567K
Principle Wealth Partners LLC 0.03% Reduce -19.4% 2,942 $564K
Taylor Securities Services, Inc. 0.26% — 2,932 $562K
McCollum Christoferson Group LLC 0.16% Add +37.7% 2,920 $559K
Hixon Zuercher, LLC 0.17% Reduce -2.6% 2,904 $556K
KFA Private Wealth Group, LLC 0.13% Add +13.4% 2,886 $553K
RFG Advisory, LLC 0.01% Add +0.6% 2,880 $552K
Pinnacle Bancorp, Inc. 0.16% Add +3.6% 2,875 $551K
Mission Wealth Management, LP 0.01% Add +2.0% 2,871 $550K
Invst, LLC 0.06% New 2,869 $550K
Prosperity Consulting Group, LLC 0.02% Add +22.0% 2,849 $546K
Verus Capital Partners, LLC 0.04% Add +115.0% 2,829 $542K
Capital Investment Counsel, Inc 0.06% No change 2,816 $539K
North Dallas Bank & Trust Co. 0.35% — 2,804 $537K
Financial Counselors Inc. 0.74% No change 2,800 $536K
Claris Financial LLC 0.28% Add +5.0% 2,795 $535K
Sound Income Strategies, LLC 0.03% Add +307.9% 2,676 $533K
Millstone Evans Group, LLC 0.31% Add +0.0% 2,747 $526K
Legacy Advisors, LLC 0.06% Add +49.7% 2,743 $525K
Financial Engines Advisors L.L.C. 0.00% Add +9.9% 2,726 $522K
Edge Wealth Management LLC 0.09% Reduce -15.8% 2,723 $522K
Santori & Peters, Inc. 0.18% Add +0.2% 2,681 $514K
Fairfield, Bush & Co. 0.27% Reduce -1.6% 2,680 $513K
Lakeridge Wealth Management LLC 0.23% Add +0.4% 2,680 $513K
Allen Capital Group, LLC 0.05% New 2,667 $511K
Plan A Wealth LLC 0.25% Add +92.4% 2,651 $508K
Freestone Capital Holdings, LLC 0.01% Add +8.7% 2,644 $506K
Old Port Advisors 0.12% Reduce -4.5% 2,643 $506K
Nautilus Advisors LLC 0.33% Reduce -4.7% 2,642 $506K
Crestwood Advisors Group, LLC 0.01% Add +15.1% 2,641 $506K
Seaview Investment Managers LLC 0.19% Reduce -0.7% 2,636 $505K
Clarkston Capital Partners, LLC 0.01% New 2,634 $505K
Golden State Wealth Management, LLC 0.05% Add +0.1% 2,615 $501K
Brooklyn Investment Group 0.02% New 2,583 $500K
NBT Bank, N.A. 0.03% No change 2,609 $500K
Advanced Asset Management Advisors Inc 0.14% No change 2,606 $499K
Spinnaker Investment Group, LLC 0.09% Add +131.9% 2,604 $499K
Forza Wealth Management, LLC 0.18% No change 2,594 $497K
Traynor Capital Management, Inc. 0.03% Add +16.5% 2,594 $497K
Wealthcare Capital Partners, LLC 0.23% Reduce -1.4% 2,589 $496K
Fragasso Financial Advisors Inc 0.03% Add +1.7% 2,583 $495K
Plante Moran Financial Advisors, LLC 0.03% Add +16.2% 2,583 $495K
Tran Capital Management, L.P. 0.06% No change 2,560 $490K
Zacks Investment Management 0.00% Add +6.7% 2,557 $490K
TrueWealth Advisors, LLC 0.13% Reduce -7.6% 2,541 $487K
Galvin, Gaustad & Stein, LLC 0.04% Add +47.3% 2,538 $486K
Asset Advisory Group, Inc. 0.24% — 2,530 $485K
TD Capital Management LLC 0.04% Add +23.2% 2,517 $482K
Searle & Co. 0.12% No change 2,509 $481K
Manufacturers Life Insurance Company, The 0.00% Reduce -65.2% 2,501 $479K
Blue Zone Wealth Advisors, LLC 0.09% Add +25.0% 2,500 $479K
Accel Wealth Management 0.13% Add +0.3% 2,497 $478K
First Commonwealth Financial Corp 0.08% Add +7.3% 2,494 $478K
Forty-three Eighteen Advisors, LLC 0.37% — 2,490 $477K
Ewa, LLC 0.12% New 2,486 $476K
Mystic Asset Management, Inc. 0.11% Add +2.5% 2,477 $474K
West Bancorporation Inc. 0.25% Reduce -19.7% 2,475 $474K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.1% 2,475 $474K
BSW Wealth Partners 0.06% No change 2,470 $473K
Infinity Wealth Counsel, LLC 0.43% No change 2,470 $473K
Peterson Wealth Advisors, LLC 0.06% Reduce -18.3% 2,468 $473K
Orgel Wealth Management, LLC 0.01% New 2,465 $472K
Monograph Wealth Advisors, LLC 0.05% No change 2,465 $472K
Founders Capital Management 0.24% Add +0.1% 2,461 $471K
Emergent Wealth Advisors, LLC 0.26% Add +1.2% 2,459 $471K
Apollon Financial, LLC 0.07% Reduce -2.0% 2,450 $469K
Arax Advisory Partners 0.01% New 2,447 $469K
Wealth Alliance Advisory Group, LLC 0.08% Reduce -13.8% 2,445 $468K
Anchor Investment Management, LLC 0.04% Reduce -9.8% 2,444 $468K
Smith Thornton Advisors LLC 0.24% No change 2,441 $468K
Burk Holdings LLC 0.22% No change 2,440 $467K
Boyum Wealth Architects LLC 0.22% New 2,342 $466K
Glass Jacobson Investment Advisors llc 0.17% Add +0.7% 2,429 $465K
Empower Advisory Group, LLC 0.00% Reduce -11.1% 2,427 $465K
America First Investment Advisors, LLC 0.08% Add +21.8% 2,427 $465K
Merrion Investment Management Co, LLC 0.25% No change 2,425 $465K
Colonial River Investments, LLC 0.17% Reduce -11.5% 2,423 $464K
Cordatus Wealth Management LLC 0.11% Add +115.0% 2,419 $463K
Pure Portfolios Holdings LLC 0.14% No change 2,412 $462K
Beverly Hills Private Wealth, LLC 0.08% Reduce -6.2% 2,406 $461K
D L Carlson Investment Group Inc. 0.08% No change 2,405 $461K
Berger Financial Group, Inc 0.03% Reduce -10.3% 2,401 $460K
Wedmont Private Capital 0.02% Reduce -22.6% 2,352 $458K
Zhang Financial LLC 0.02% Add +2.1% 2,379 $456K
Venturi Wealth Management, LLC 0.02% Reduce -17.0% 2,378 $455K
Empirical Asset Management, LLC 0.13% Add +0.6% 11,615 $451K
Mustard Seed Financial, LLC 0.28% No change 2,348 $450K
Indiana Trust & Investment Management Co 0.13% No change 2,346 $449K
Bank of Nova Scotia 0.00% Reduce -99.2% 2,340 $449K
Asio Capital, LLC 0.06% Reduce -4.6% 2,339 $448K
Longview Financial Advisors, Inc. 0.30% No change 2,307 $442K
Mitchell Sinkler & Starr 0.20% No change 2,306 $442K
Nicholas Hoffman & Company, LLC. 0.01% Add +63.5% 2,305 $442K
RMR Wealth Builders 0.04% Add +2.7% 2,293 $439K
Wealth Management Associates, Inc. 0.15% Add +2.2% 2,283 $437K
Crusonia Wealth Advisors LLC 0.10% — 2,281 $437K
Algorithmic Investment Models, LLC 0.54% Reduce -86.5% 2,270 $435K
ABLE Financial Group, LLC 0.09% Add +25.1% 2,270 $435K
Hills Bank & Trust Co 0.03% Add +6.8% 2,263 $434K
WPG Advisers, LLC 0.32% Add +3.4% 2,260 $433K
Fortitude Family Office, LLC 0.10% Add +462.0% 2,248 $431K
Alley Investment Management Company, LLC 0.05% New 2,240 $429K
Maseco LLP 0.02% Add +63.7% 2,228 $427K
Mayport, LLC 0.09% Reduce -1.9% 2,217 $425K
Bolthouse Investments, LLC 0.38% Reduce -40.5% 2,215 $424K
Northwest Wealth Management, LLC 0.07% Reduce -32.4% 2,210 $423K
Storgate, LLC 0.35% — 2,202 $422K
Tempo Wealth, LLC 0.07% — 2,193 $420K
Rockport Wealth LLC 0.08% Reduce -35.7% 2,191 $420K
Ballentine Partners, LLC 0.01% Reduce -6.8% 2,175 $417K
Collier Financial 0.31% Reduce -2.3% 2,167 $415K
Integris Wealth Management, LLC 0.09% Add +9.6% 2,165 $415K
Wilkerson Advisory Group LLC 0.15% — 2,163 $414K
Bogart Wealth, LLC 0.02% Add +5.2% 2,153 $412K
Cedrus Wealth Group LLC 0.38% — 2,146 $411K
Alan B Lancz & Associates, Inc. 0.36% No change 2,140 $410K
Schulz Wealth, LTD. 0.26% No change 2,140 $410K
Stone House Investment Management, LLC 0.06% Add +0.3% 2,134 $409K
OneAscent Family Office, LLC 0.28% No change 2,127 $407K
Elm3 Financial Group, LLC 0.34% Add +19.6% 2,121 $406K
Cyndeo Wealth Partners, LLC 0.02% Add +0.7% 2,119 $406K
Xxi Wealth, LLC 0.25% — 2,111 $404K
Norris Financial Group, LLC 0.14% Reduce -2.5% 2,107 $404K
Capital Asset Advisory Services LLC 0.02% Add +0.1% 2,044 $403K
Tritonpoint Wealth, LLC 0.04% New 2,102 $403K
RIA Advisory Group LLC 0.10% Reduce -25.0% 2,097 $402K
Silver Oak Wealth Advisors Services, LLC 0.26% No change 2,094 $401K
Symphony Financial Services, Inc. 0.21% Add +58.2% 2,094 $401K
Bank of New Hampshire 0.09% Reduce -0.7% 2,085 $399K
Bar Harbor Wealth Management 0.02% Reduce -0.8% 2,083 $399K
Alteri Wealth LLC 0.13% Reduce -11.6% 2,066 $396K
Addison Capital Co 0.10% New 2,062 $395K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -34.2% 2,059 $394K
Balboa Wealth Partners 0.07% Add +70.9% 2,053 $393K
Coquina Private Wealth LLC 0.32% — 2,052 $393K
Nikulski Financial, Inc. 0.09% Reduce -36.8% 2,042 $391K
Verity & Verity, LLC 0.03% New 2,020 $387K
Cypress Capital, LLC 0.11% Add +5.6% 2,013 $386K
MRP Capital Investments, LLC 0.32% Add +53.9% 2,000 $383K
Florida Financial Advisors, LLC 0.10% Reduce -14.8% 1,991 $382K
Avaii Wealth Management, LLC 0.14% Reduce -0.8% 1,991 $381K
Embree Financial Group 0.05% Reduce -0.5% 1,990 $381K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -0.1% 1,913 $381K
Castleview Partners, LLC 0.19% Add +0.1% 1,988 $381K
Drucker Wealth 3.0, LLC 0.07% Add +16.7% 1,985 $380K
Pinnacle Family Advisors, LLC 0.17% Reduce -77.3% 1,984 $380K
Coastwise Capital Group, LLC 0.20% Add +0.1% 1,984 $380K
Ironwood Investment Counsel, LLC 0.05% Add +0.3% 1,981 $380K
MRWM Advisors, LLC 0.20% Add +5.7% 1,978 $379K
Long Run Wealth Advisors, LLC 0.07% Add +0.4% 1,969 $377K
R. W. Roge & Company, Inc. 0.19% No change 1,964 $376K
Avantax Planning Partners, Inc. 0.01% Reduce -9.1% 1,959 $375K
QRG Capital Management, Inc. 0.00% Reduce -11.2% 1,955 $375K
Brookwood Investment Group LLC 0.05% New 1,954 $374K
Boston Standard Wealth Management, LLC 0.06% Reduce -2.3% 1,952 $374K
Lodestone Wealth Management LLC 0.15% Add +0.2% 1,952 $374K
B & T Capital Management DBA Alpha Capital Management 0.05% New 1,950 $374K
Beaumont Financial Advisors, LLC 0.02% Add +20.8% 1,946 $373K
Lynx Investment Advisory 0.20% New 1,939 $371K
Victory Financial Group, LLC 0.05% Add +55.3% 1,938 $371K
Cresta Advisors, Ltd. 0.15% Add +4.1% 1,929 $370K
First Hawaiian Bank 0.05% No change 1,920 $368K
Virginia Wealth Management Group, Inc. 0.21% Add +60.8% 1,914 $367K
Duncker Streett & Co. Inc. 0.07% Reduce -0.2% 1,911 $366K
Guardian Financial Partners, LLC 0.15% New 1,900 $364K
Colton Groome Financial Advisors, LLC 0.10% Reduce -18.2% 1,894 $363K
Oxford Financial Group, LTD. LLC 0.02% No change 1,891 $362K
Capital Advantage, Inc. 0.05% No change 1,889 $362K
Castle Rock Wealth Management, LLC 0.08% Add +0.4% 1,831 $362K
First County Bank 0.19% Reduce -3.4% 1,881 $360K
Harbour Capital Advisors, LLC 0.07% Reduce -8.8% 1,867 $360K
LFA - Lugano Financial Advisors SA 0.19% No change 1,878 $360K
JB Capital LLC 0.01% Reduce -0.3% 1,876 $359K
Florida Trust Wealth Management Co 0.01% No change 1,875 $359K
CFO4Life Group, LLC 0.05% Add +0.4% 1,871 $358K
First American Trust, FSB 0.02% Reduce -0.5% 1,869 $358K
Palladiem, LLC 0.34% — 1,852 $358K
Cogent Strategic Wealth LLC 0.39% — 1,797 $357K
Chapin Davis, Inc. 0.08% Add +9.1% 1,860 $356K
Higgins & Schmidt Wealth Strategies LLC 0.17% Add +3.4% 1,851 $355K
Swmg, LLC 0.10% New 1,741 $352K
Burney Co./ 0.01% Add +10.3% 1,834 $351K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +11.8% 1,832 $351K
MSH Capital Advisors LLC 0.07% Add +0.8% 1,830 $351K
Fulton Bank, N.A. 0.01% Reduce -6.2% 1,830 $351K
Red Door Wealth Management, LLC 0.04% Add +21.9% 1,829 $350K
IronBridge Private Wealth, LLC 0.11% No change 1,844 $350K
Lake Hills Wealth Management, LLC 0.18% No change 1,815 $348K
Manhattan West Asset Management, LLC 0.07% No change 1,815 $348K
Aft, Forsyth & Company, Inc. 0.15% Add +0.2% 1,814 $348K
Legend Capital Advisors LLC 0.19% — 1,810 $347K
GW Henssler & Associates Ltd. 0.02% Reduce -0.7% 1,808 $346K
Westbourne Investment Advisors, Inc. 0.10% Add +0.4% 1,804 $346K
Town Capital LLC 0.28% — 1,803 $345K
Ingalls & Snyder LLC 0.01% Reduce -52.5% 1,801 $345K
Ameliora Wealth Management Ltd. 0.10% No change 1,796 $344K
Gibbs Wealth Management 0.08% No change 1,740 $344K
TFO Wealth Partners, LLC 0.05% No change 1,794 $344K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,792 $343K
Congress Park Capital LLC 0.10% New 1,780 $341K
Hunter Associates Investment Management LLC 0.05% New 1,772 $340K
V2 Financial group LLC 0.17% No change 1,767 $338K
Essential Planning, LLC. 0.11% Reduce -11.8% 1,765 $338K
Juno Financial Group LLC 0.14% — 1,760 $337K
High Falls Advisors, Inc 0.07% Reduce -2.4% 1,757 $337K
Medallion Wealth Advisors, LLC 0.11% Add +25.0% 1,757 $337K
Kirr Marbach & Co. LLC 0.06% No change 1,750 $335K
Armstrong Advisory Group, Inc. 0.02% Reduce -0.6% 1,749 $335K
SC&H Financial Advisors, Inc. 0.05% New 1,749 $335K
Welch & Forbes LLC 0.00% Add +12.7% 1,749 $335K
Montecito Bank & Trust 0.05% New 1,744 $334K
Apella Capital, LLC 0.01% New 1,744 $334K
Hirtle & Co., LLC 0.01% Reduce -6.7% 1,738 $333K
Austin Wealth Management, LLC 0.05% Add +7.5% 1,694 $333K
Tred Avon Family Wealth, LLC 0.11% No change 1,730 $331K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,721 $330K
Darden Wealth Group Inc 0.16% No change 1,710 $328K
Next Capital Management LLC 0.10% Add +5.6% 1,705 $327K
Strata Wealth Advisors, LLC 0.09% No change 1,700 $326K
Capital Wealth Alliance, LLC 0.14% Add +15.0% 1,608 $325K
Occidental Asset Management, LLC 0.04% New 1,696 $325K
First Growth Capital LLC 0.29% — 1,596 $325K
Rialto Wealth Management, LLC 0.08% No change 1,695 $325K
Pennington Partners & Co., LLC 0.13% Reduce -36.9% 1,690 $324K
Purus Wealth Management, LLC 0.10% No change 1,690 $324K
St Germain D J Co. Inc. 0.01% Reduce -88.6% 1,688 $323K
Peoples Financial Services Corp. 0.15% Reduce -1.0% 1,688 $323K
Pacific Sun Financial Corp 0.16% No change 1,685 $323K
Global Trust Asset Management, LLC 0.13% Reduce -14.3% 1,685 $323K
Ascentis Wealth Management, LLC 0.08% No change 1,683 $322K
SFG Wealth Management, LLC. 0.13% Add +24.3% 1,681 $322K
Ameriflex Group, Inc. 0.17% New 1,681 $322K
Advisors Capital Management, LLC 0.00% New 1,680 $322K
Briaud Financial Planning Inc 0.08% No change 1,676 $321K
Motiv8 Investments LLC 0.18% Reduce -0.7% 1,676 $321K
Traphagen Investment Advisors LLC 0.03% Add +12.9% 1,675 $321K
Main Street Group, LTD 0.11% Reduce -9.2% 1,671 $320K
DUTCH ASSET Corp 0.25% — 1,669 $320K
Penbrook Management LLC 0.22% No change 1,670 $320K
ARK & TLK Investments, LLC 0.09% Reduce -19.9% 1,664 $319K
Lodestar Private Asset Management LLC 0.03% No change 1,660 $318K
Clarity Financial LLC 0.03% Add +40.1% 1,655 $317K
William John Sempolinski 0.16% — 1,654 $317K
Old Peak Finance LLC 0.20% — 1,653 $317K
2UniFi Bank 0.15% No change 1,653 $317K
Elevatus Welath Management 0.09% Add +0.4% 1,653 $317K
Waterway Wealth Management, LLC 0.07% New 1,650 $316K
Ruggiero Investments, Inc. 0.28% — 1,638 $314K
W1M Asset Management Ltd 0.00% New 1,635 $313K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +17.7% 1,632 $313K
Financial Architects, LLC 0.17% No change 1,625 $311K
Strategies Wealth Advisors, LLC 0.03% Add +0.2% 1,621 $311K
Winning Points Advisors, LLC 0.33% — 1,615 $310K
GeoWealth Management, LLC 0.01% Reduce -71.0% 1,617 $310K
Wise Wealth Partners 0.44% New 1,611 $309K
Elevated Capital Advisors, LLC 0.07% Reduce -5.9% 1,604 $307K
Goldenstone Wealth Management LLC 0.23% — 1,592 $305K
SkyOak Wealth, LLC 0.05% No change 1,591 $305K
GatePass Capital, LLC 0.16% Reduce -22.4% 1,591 $305K
Vista Investment Partners Ii, LLC 0.13% New 1,587 $304K
Roberts Wealth Advisors, LLC 0.08% Reduce -39.1% 1,587 $304K
Axim Planning & Wealth 0.32% Reduce -23.5% 1,586 $304K
Nvest Financial, LLC 0.13% Add +22.5% 1,579 $303K
Frederick Financial Consultants, LLC 0.17% Add +9.7% 1,577 $302K
XML Financial, LLC 0.02% Reduce -26.9% 1,577 $302K
Flynn Zito Capital Management, LLC 0.11% Add +8.4% 1,576 $302K
Clear Retirement Advice LLC 0.23% — 1,519 $302K
WealthPlan Investment Management, LLC 0.02% New 1,574 $302K
Ogorek Anthony Joseph /NY/ 0.08% Add +0.1% 1,575 $301K
Carlson Financial, Inc. 0.17% — 1,559 $299K
Beacon Investment Advisory Services, Inc. 0.01% Add +20.2% 1,551 $297K
Millennium Capital Advisors, LLC 0.17% Add +0.1% 1,548 $297K
Unified Investment Management 0.30% No change 1,546 $296K
4J Wealth Management LLC 0.17% No change 1,545 $296K
Appleton Partners Inc. 0.02% No change 1,540 $295K
Commonwealth Retirement Investments LLC 0.10% No change 1,539 $295K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% New 1,536 $294K
GAMCO Investors 0.00% Reduce -13.8% 1,535 $294K
Ducere Wealth Management LLC 0.11% — 1,533 $294K
Game Plan Financial Advisors, LLC 0.13% New 1,528 $293K
Monument Group Wealth Advisors, LLC 0.16% No change 1,517 $291K
Miller Capital Partners, Inc. 0.15% — 1,517 $291K
Cannon Financial Strategists, Inc. 0.04% No change 1,514 $290K
Alhambra Investment Management LLC 0.13% Add +2.6% 1,510 $289K
Strategic Blueprint, LLC 0.02% Reduce -3.3% 1,508 $289K
Mad River Investors 0.13% No change 1,508 $289K
Warwick Investment Management, Inc. 0.04% No change 1,507 $289K
IVC Wealth Advisors LLC 0.13% No change 1,505 $288K
Hedges Asset Management LLC 0.20% No change 1,500 $287K
Quotient Wealth Partners, LLC 0.01% Add +11.4% 1,498 $287K
Thompson Davis & Co., Inc. 0.17% No change 1,491 $286K
Integrated Investment Consultants, LLC 0.06% No change 1,488 $285K
Kanawha Capital Management LLC 0.02% No change 1,474 $282K
Carson Advisory Inc. 0.15% New 1,472 $282K
Pps&v Asset Management Consultants, Inc. 0.16% Reduce -2.9% 1,468 $281K
Spirepoint Private Client, LLC 0.03% New 1,462 $280K
Coldstream Capital Management Inc. 0.00% Add +0.8% 1,455 $279K
CPA Asset Management Group, LLC 0.10% Add +6.0% 1,452 $278K
Grey Fox Wealth Advisors, LLC 0.06% Reduce -0.3% 1,446 $277K
Total Wealth Planning & Management, Inc. 0.22% — 1,446 $277K
Cadia Private Client LLC 0.22% — 1,445 $277K
ARS Wealth Advisors Group, LLC 0.03% No change 1,445 $277K
S.A. Mason LLC 0.11% Add +1.4% 1,439 $276K
Donaldson Capital Management, LLC 0.01% No change 1,439 $276K
Bernard Wealth Management Corp. 0.11% No change 1,430 $274K
Harbor Group, Inc. 0.04% Add +26.1% 1,425 $273K
Paragon Capital Management Ltd 0.06% No change 1,421 $272K
Leo Wealth, LLC 0.02% Add +32.0% 1,418 $272K
GreatBanc Trust CO 0.19% Reduce -79.0% 1,415 $271K
Bank Hapoalim BM 0.02% Reduce -7.9% 1,413 $271K
Strong Retirement Solutions LLC 0.18% — 1,413 $271K
United Advisor Group, LLC 0.03% Reduce -6.0% 1,395 $267K
Capital Squared Financial LLC 0.21% Add +9.6% 1,388 $266K
Kastel Capital Advisors, LLC 0.16% — 1,386 $265K
Smartleaf Asset Management LLC 0.01% Add +156.4% 1,372 $265K
Rathbones Group PLC 0.00% Add +17.9% 1,382 $265K
Ankerstar Wealth, LLC 0.26% — 1,380 $264K
Clear Point Advisors Inc. 0.21% Reduce -29.6% 1,380 $264K
Jim Saulnier & Associates, LLC 0.14% Add +0.8% 1,370 $262K
Southland Equity Partners LLC 0.05% Reduce -1.2% 1,369 $262K
Wisconsin Wealth Advisors, LLC 0.26% No change 1,359 $260K
Cooper Financial Group 0.03% Add +0.3% 1,356 $260K
Noesis Capital Mangement Corp. 0.04% New 1,346 $258K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.2% 1,345 $258K
Hubbell Strickland Wealth Management, LLC 0.10% Reduce -4.4% 1,337 $256K
Peck Wealth Management, LLC 0.24% Reduce -25.2% 1,333 $255K
BXM Wealth LLC 0.20% New 1,330 $255K
Tobias Financial Advisors, Inc. 0.04% New 1,330 $255K
BIP Wealth, LLC 0.01% No change 1,326 $254K
Archvest Wealth Advisors, Inc. 0.16% Reduce -0.1% 1,320 $253K
Fogel Capital Management, Inc. 0.12% No change 1,319 $253K
Baron Wealth Management LLC 0.08% New 1,318 $252K
National Wealth Management Group, LLC 0.09% Reduce -65.4% 1,317 $252K
Kesler, Norman & Wride, LLC 0.04% Add +0.3% 1,316 $252K
Cascade Investment Advisors, Inc. 0.15% No change 1,314 $252K
TFC Financial Management, Inc. 0.03% New 1,314 $252K
Bricktown Capital, LLC 0.04% No change 1,308 $251K
Pacific Point Advisors, LLC 0.13% Add +4.2% 1,305 $250K
Spectrum Financial Alliance Ltd LLC 0.05% No change 1,297 $248K
Three Arch Wealth Management LLC 0.05% — 1,290 $247K
Innova Wealth Partners 0.12% Add +8.1% 1,289 $247K
Ascent Group, LLC 0.01% Reduce -0.2% 1,283 $246K
Ransom Advisory, Ltd 0.10% New 1,282 $246K
Arq Wealth Advisors, LLC 0.07% Reduce -4.0% 1,280 $245K
Heritage Family Offices, LLP 0.11% Reduce -50.6% 1,280 $245K
Adelphi Trust Co 0.20% — 1,276 $244K
Main Street Financial Solutions, LLC 0.02% Reduce -87.9% 1,275 $244K
Compass Financial Services Inc 0.10% Add +0.2% 1,263 $242K
Milestone Asset Management, LLC 0.05% Add +4.9% 1,262 $242K
Unify Financial Advisors 0.25% — 1,260 $241K
Rather & Kittrell, Inc. 0.04% No change 1,257 $241K
Westview Management dba Westview Investment Advisors 0.11% — 1,254 $240K
Capital Investment Counsel, LLC 0.03% New 1,254 $240K
Libra Wealth LLC 0.07% No change 1,251 $240K
Cornerstone Capital, Inc. 0.02% No change 1,250 $239K
Floyd Financial Group LLC 0.16% Reduce -96.4% 1,172 $239K
DMC Group, LLC 0.16% Add +16.8% 1,240 $238K
Mogy Joel R Investment Counsel Inc. 0.01% No change 1,240 $238K
BLB&B Advisors, LLC 0.01% Add +2.5% 1,240 $237K
SVB Wealth LLC 0.01% New 1,239 $237K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -0.2% 1,239 $237K
Mattern Wealth Management LLC 0.05% No change 1,236 $237K
TCI Wealth Advisors, Inc. 0.01% Add +1.7% 1,233 $236K
Shaker Investments LLC 0.10% New 1,231 $236K
Sargent Investment Group, LLC 0.03% New 1,230 $236K
JSF Financial, LLC 0.05% Add +0.2% 1,229 $235K
Greystone Financial Group, LLC 0.04% New 1,229 $235K
Novare Capital Management LLC 0.02% Reduce -69.3% 1,228 $235K
Revolve Wealth Partners, LLC 0.03% Reduce -10.0% 1,226 $235K
Willis Johnson & Associates, Inc. 0.01% Reduce -5.6% 1,222 $234K
Global View Capital Management LLC 0.04% Reduce -15.4% 1,218 $233K
Kintra Wealth, LLC 0.03% New 1,217 $233K
Northland Securities, Inc. 0.22% — 1,213 $232K
CAP Partners, LLC 0.13% No change 1,212 $232K
SeaCrest Wealth Management, LLC 0.02% Reduce -2.1% 1,190 $232K
TCTC Holdings, LLC 0.01% No change 1,210 $232K
BankPlus Trust Department 0.06% No change 1,201 $230K
Centerpoint Advisors, LLC 0.07% No change 1,200 $230K
SYM FINANCIAL Corp 0.02% Add +4.2% 1,200 $230K
Brendel Financial Advisors LLC 0.11% Reduce -0.6% 1,197 $229K
Forefront Wealth Management Inc. 0.16% Add +0.1% 1,196 $229K
MPWM Advisory Solutions, LLC 0.13% Add +79.7% 1,195 $229K
McDonald Capital Investors Inc. 0.01% No change 1,195 $229K
TruNorth Capital Management, LLC 0.04% No change 1,192 $228K
Acropolis Investment Management, LLC 0.01% Reduce -15.3% 1,186 $227K
Ellis Investment Partners, LLC 0.04% Add +0.3% 1,183 $227K
Northwest Bancshares, Inc. 0.04% Reduce -53.9% 1,176 $225K
Wellington Grp LLC 0.07% — 1,175 $225K
Accurate Wealth Management, LLC 0.03% New 1,139 $225K
Washington Trust Advisors, Inc. 0.02% Add +1.4% 1,173 $225K
Tradewinds, LLC. 0.05% Reduce -8.7% 1,172 $225K
Cedarwood Wealth LLC 0.25% — 1,122 $224K
Townsend & Associates, Inc 0.02% Reduce -3.5% 1,117 $223K
Alliance Private Wealth, LLC 0.08% — 1,122 $223K
Marathon Capital Management 0.05% Add +5.4% 1,163 $223K
Colonial Trust Co / SC 0.03% No change 1,151 $222K
RAM Investment Partners, LLC 0.04% Add +7.5% 1,159 $222K
Hazlett, Burt & Watson, Inc. 0.07% Add +6.6% 1,159 $222K
Operose Advisors LLC 0.05% Add +3.4% 1,152 $221K
Guidance Point Advisors, LLC 0.05% No change 1,150 $220K
Karani Asset Management LLC 0.19% Reduce -17.8% 1,149 $220K
Sovereign Investment Advisors, LLC 0.05% No change 1,143 $219K
Campbell Deegan Wealth Management, LLC 0.18% Reduce -22.2% 1,143 $219K
Aspen Wealth Management LLC 0.05% New 1,142 $219K
Tortoise Investment Management, LLC 0.02% No change 1,140 $218K
Flagship Wealth Advisors, LLC 0.06% No change 1,139 $218K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,139 $218K
Donor Advised Charitable Giving, Inc. 0.00% New 1,136 $218K
Aspire Capital Advisors LLC 0.05% New 1,135 $217K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -28.2% 1,132 $217K
Tectonic Advisors LLC 0.01% New 1,131 $217K
Lighthouse Financial LLC 0.14% No change 1,130 $216K
Leslie Global Wealth, LLC 0.10% New 1,128 $216K
Old Mission Investment Co LLC 0.05% Reduce -39.4% 1,123 $215K
Keel Point, LLC 0.01% No change 1,121 $215K
Chapman Financial Group, LLC 0.15% No change 1,120 $215K
Centurion Wealth Management LLC 0.05% Reduce -0.6% 1,120 $215K
Trace Wealth Advisors, LLC 0.15% No change 1,120 $215K
Channel Wealth LLC 0.05% Reduce -15.1% 1,118 $214K
Asset One Wealth Management LLC 0.03% — 1,066 $212K
Edgemoor Investment Advisors, Inc. 0.02% Add +0.9% 1,107 $212K
MassMutual Private Wealth & Trust, FSB 0.01% No change 1,105 $212K
Prosperitas Financial LLC 0.08% Reduce -5.2% 1,102 $211K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% New 1,104 $211K
Impact Partnership Wealth, LLC 0.03% Reduce -61.6% 1,101 $211K
one8zero8, LLC 0.05% New 1,099 $211K
BLVD Private Wealth, LLC 0.18% Reduce -2.5% 1,092 $209K
Kellett Wealth Advisors, LLC 0.12% No change 1,090 $209K
Sun Financial Inc 0.12% — 1,089 $209K
Ridgecrest Wealth Partners, LLC 0.11% No change 1,088 $208K
Signature Equity Partners, LLC 0.12% — 1,087 $208K
K.J. Harrison & Partners Inc 0.03% No change 1,080 $207K
SilverOak Wealth Management LLC 0.03% New 1,076 $206K
Sippican Capital Advisors 0.13% New 1,076 $206K
Pacific Park Financial, Inc. 0.13% — 1,072 $205K
HCR Wealth Advisors 0.02% Reduce -10.6% 1,069 $205K
Banque Transatlantique SA 0.01% No change 1,061 $205K
Formidable Asset Management, LLC 0.03% Reduce -13.5% 1,078 $205K
49 Wealth Management, LLC 0.02% New 1,068 $204K
Virtue Asset Management LLC 0.17% No change 1,063 $204K
Plotkin Financial Advisors, LLC 0.10% Reduce -1.9% 1,063 $204K
Private Management Group Inc. 0.01% No change 1,062 $203K
Northwest Financial Advisors 0.42% Reduce -79.8% 1,060 $203K
Mayfair Advisory Group, LLC 0.08% Reduce -25.2% 1,052 $203K
Tannin Capital LLC 0.18% — 1,050 $201K
Laurel Oak Wealth Management, LLC 0.03% — 1,050 $201K
Sherman Wealth Management LLC 0.17% — 1,049 $201K
Novem Group 0.02% New 1,047 $201K
EPG Wealth Management LLC 0.05% Add +62.8% 1,042 $200K
Ulland Investment Advisors, LLC 0.16% Add +1.5% 1,040 $199K
Copia Wealth Management 0.14% Add +341.1% 1,019 $195K
Cary Street Partners Investment Advisory LLC 0.05% Add +5.5% 982 $188K
Missouri Trust & Investment Co 0.05% Add +11.4% 977 $187K
Evelyn Partners Investment Management LLP 0.01% No change 975 $187K
Morgan Dempsey Capital Management LLC 0.09% No change 970 $186K
Coastline Trust Co 0.02% Reduce -61.7% 943 $181K
McIlrath & Eck, LLC 0.02% Add +757.3% 943 $181K
Blue Trust, Inc. 0.00% Add +3092.9% 894 $171K
Oakworth Capital, Inc. 0.01% No change 886 $170K
CVA Family Office, LLC 0.02% Reduce -2.8% 872 $167K
Johnson Financial Group, Inc. 0.01% Reduce -50.2% 852 $163K
Group One Trading LLC 0.00% New 814 $156K
Family Manage LLC 0.02% New 807 $155K
Y.D. More Investments Ltd 0.01% No change 805 $154K
Strive Financial Group ,LLC 0.08% — 804 $154K
Laurel Wealth Advisors LLC 0.02% New 803 $154K
GS Investments, Inc. 0.08% No change 800 $153K
N.E.W. Advisory Services LLC 0.01% Add +0.1% 797 $153K
South Plains Financial, Inc. 0.09% Add +241.6% 789 $151K
Howe & Rusling Inc. 0.01% Add +170.5% 779 $149K
Wagner Wealth Management, LLC 0.03% Reduce -11.9% 774 $148K
McGuire Capital Advisors Inc. 0.09% — 768 $147K
Dunhill Financial, LLC 0.05% Reduce -58.8% 757 $145K
Gleason Group, Inc. 0.01% New 753 $144K
Trust Co 0.01% Reduce -11.6% 742 $142K
Dagco, Inc. 0.03% No change 720 $138K
LRI Investments, LLC 0.01% Add +44.4% 686 $131K
Triumph Capital Management 0.03% New 683 $131K
Godfrey Financial Associates, Inc. 0.11% — 680 $130K
Hilton Head Capital Partners, LLC 0.07% — 660 $126K
Red Tortoise LLC 0.05% Reduce -13.1% 658 $126K
Bayban 0.11% — 651 $125K
First Command Advisory Services, Inc. 0.00% Reduce -5.4% 648 $124K
Creative Capital Management Investments LLC 0.04% No change 640 $123K
City State Bank 0.03% No change 629 $120K
Tanglewood Legacy Advisors, LLC 0.04% Reduce -17.9% 597 $114K
RHL Group, LLC 0.09% — 596 $114K
Avion Wealth 0.02% Add +588.2% 585 $112K
SHP Wealth Management 0.01% — 583 $112K
Key Financial Inc 0.02% Reduce -13.4% 561 $107K
Cutler Capital Management, LLC 0.04% No change 560 $107K
Fairscale Capital, LLC 0.07% Reduce -14.8% 557 $107K
MidFirst Bank 0.01% — 549 $105K
Wolff Wiese Magana LLC 0.06% No change 541 $104K
Gilpin Wealth Management, LLC 0.08% — 520 $100K
Quent Capital, LLC 0.01% New 516 $99K
Legacies Wealth LLC 0.05% No change 500 $96K
Avalon Trust Co 0.01% No change 500 $96K
Financial Consulate, Inc. 0.01% No change 497 $95K
Vermillion Wealth Management, Inc. 0.04% Reduce -5.7% 496 $95K
Versant Capital Management, Inc 0.01% Reduce -5.6% 490 $94K
Purpose Unlimited Inc. 0.00% — 482 $92K
Financial Connections Group, Inc. 0.03% No change 484 $92K
IFC & Insurance Marketing, Inc. 0.09% — 468 $90K
Providence Capital Advisors, LLC 0.01% No change 456 $87K
Addison Advisors LLC 0.02% Reduce -10.8% 455 $87K
Princeton Global Asset Management LLC 0.01% Add +195.9% 432 $83K
Atlas Capital Advisors Inc. 0.01% — 429 $82K
Hamrick Investment Counsel, llc 0.06% — 420 $80K
NFSG Corp 0.01% Add +4.8% 413 $79K
Morling Financial Advisors, LLC 0.02% No change 409 $78K
Strategic Wealth Advisors LLC 0.07% — 409 $78K
Jackson Hole Capital Partners, LLC 0.01% No change 401 $77K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -17.3% 397 $76K
Roxbury Financial LLC 0.07% Add +0.3% 390 $75K
Walsh & Associates, LLC 0.07% — 372 $71K
Piscataqua Savings Bank 0.05% Reduce -9.8% 370 $71K
Harbor Asset Planning, Inc. 0.06% New 364 $70K
Allspring Global Investments Holdings, LLC 0.00% No change 355 $69K
Bravera Wealth 0.03% — 330 $63K
Delta Asset Management LLC 0.01% No change 329 $63K
Motco 0.01% No change 316 $61K
LM Advisors LLC 0.24% Reduce -80.1% 11,540 $60K
SOA Wealth Advisors, LLC. 0.01% No change 303 $58K
Daytona Street Capital LLC 0.04% — 300 $57K
Knuff & Co LLC 0.02% New 300 $57K
Lavaca Capital LLC 0.01% No change 300 $57K
Halbert Hargrove Global Advisors, LLC 0.00% Add +368.8% 300 $57K
Strategic Investment Solutions, Inc. 0.01% Add +0.7% 296 $57K
Pin Oak Investment Advisors Inc. 0.04% Reduce -5.2% 274 $55K
Center for Financial Planning, Inc. 0.01% No change 285 $55K
Caitlin John, LLC 0.04% Reduce -1.4% 283 $54K
IMG Wealth Management, Inc. 0.03% New 281 $54K
Wellington-Altus USA Inc. 0.04% — 256 $49K
Hanson & Doremus Investment Management 0.01% Add +8.5% 256 $49K
SBI Securities Co., Ltd. 0.00% Reduce -7.6% 255 $49K
MCF Advisors LLC 0.00% No change 250 $48K
Silicon Valley Capital Partners 0.00% Add +0.4% 248 $47K
Tidemark, LLC 0.01% No change 231 $44K
Richards, Merrill & Peterson, Inc. 0.02% No change 230 $44K
Fairman Group, LLC 0.04% No change 229 $44K
Eq Wealth Advisors, LLC 0.03% New 227 $43K
Murphy & Mullick Capital Management Corp 0.03% New 220 $42K
Premier Financial Group 0.01% New 216 $42K
Wellington Shields & Co., LLC 0.01% Add +0.5% 209 $40K
Marquette Asset Management, LLC 0.01% No change 207 $40K
Basepoint Wealth LLC 0.02% New 206 $40K
Essential Investment Partners LLC 0.04% — 200 $38K
Clearstead Trust, LLC 0.01% Reduce -56.0% 200 $38K
First Pacific Financial 0.00% Add +0.5% 192 $37K
GoalVest Advisory LLC 0.01% No change 189 $36K
Goodman Advisory Group, LLC 0.01% No change 187 $36K
Financial Perspectives, Inc 0.01% No change 185 $35K
Old Second National Bank of Aurora 0.01% No change 177 $34K
Hurley Capital, LLC 0.02% Add +200.0% 177 $34K
IMA Advisory Services, Inc. 0.00% No change 175 $34K
Tompkins Financial Corp. 0.00% No change 169 $32K
Frazier Financial Advisors, LLC 0.02% No change 168 $32K
Hantz Financial Services, Inc. 0.00% Reduce -79.3% 169 $32K
Joseph Group Capital Management 0.01% No change 165 $32K
Cambridge Financial Group, Inc. 0.01% No change 160 $31K
Investment Counsel Co. of Nevada 0.07% No change 158 $30K
Nalls Sherbakoff Group, LLC 0.02% No change 150 $29K
Front Row Advisors LLC 0.01% No change 150 $29K
Nova Wealth Management, Inc. 0.02% No change 140 $27K
Citizens National Bank Trust Department 0.00% No change 140 $27K
Birchbrook, Inc. 0.01% No change 139 $27K
Deane Retirement Strategies, Inc. 0.01% Add +15.0% 138 $26K
Chilton Capital Management LLC 0.00% Add +28.3% 136 $26K
Dorato Capital Management 0.02% — 130 $26K
Keating Financial Advisory Services, Inc. 0.00% — 134 $26K
Coston, McIsaac & Partners 0.01% Add +0.8% 132 $25K
POM Investment Strategies, LLC 0.01% No change 112 $21K
Wealth Watch Advisors, INC 0.01% Add +74.2% 108 $21K
Solstein Capital, LLC 0.01% No change 101 $19K
Horizon Financial Services, LLC 0.01% No change 100 $19K
Highline Wealth Partners LLC 0.01% New 100 $19K
GHP Investment Advisors, Inc. 0.00% Reduce -66.7% 92 $18K
Rakuten Securities, Inc. 0.01% Add +810.0% 91 $17K
City Holding Co. 0.00% New 90 $17K
Richardson Capital Management LLC 0.01% Reduce -51.7% 84 $16K
Nemes Rush Group LLC 0.00% Add +1.4% 74 $14K
Evolution Wealth Management Inc. 0.01% New 73 $14K
Sachetta, LLC 0.01% New 71 $14K
Broadwater Capital Management LLC 0.01% No change 71 $14K
Pacific Center for Financial Services 0.00% No change 69 $13K
Kingdom Financial Group LLC. 0.00% New 66 $13K
FWL Investment Management, LLC 0.00% No change 65 $12K
Horrell Capital Management, Inc. 0.01% No change 63 $12K
SJS Investment Consulting Inc. 0.00% No change 62 $12K
Navigoe, LLC 0.01% No change 59 $11K
Olistico Wealth, LLC 0.01% New 57 $11K
Prestige Wealth Management Group LLC 0.00% No change 56 $11K
Aventus Investment Advisors, Inc. 0.01% No change 53 $10K
Van Eck Associates Corp. 0.00% Reduce -23.9% 54 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 51 $10K
IAG Wealth Partners, LLC 0.00% No change 50 $10K
Davis Capital Management 0.01% No change 49 $9K
Sittner & Nelson, LLC 0.00% No change 44 $9K
Affinity Wealth LLC 0.01% No change 45 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $8K
Godsey & Gibb, Inc. 0.00% New 35 $7K
Battery Global Advisors, LLC 0.00% Reduce -99.9% 11 $6K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -8.6% 32 $6K
Armor Investment Advisors, LLC 0.00% No change 30 $6K
Richardson Financial Services Inc. 0.00% No change 83 $6K
Breakwater Investment Management 0.00% Reduce -94.2% 29 $6K
United Financial Planning Group LLC 0.00% New 27 $5K
Itau Unibanco Holding S.A. 0.00% Reduce -99.8% 26 $5K
Valued Wealth Advisors LLC 0.00% No change 25 $5K
St. Johns Investment Management Company, LLC 0.00% New 24 $5K
Kozak & Associates, Inc. 0.00% No change 21 $4K
CNB Bank 0.00% Reduce -59.6% 21 $4K
Go Invest LLC 0.00% — 20 $4K
HFM Investment Advisors, LLC 0.00% No change 19 $4K
Transamerica Financial Advisors, LLC 0.00% Reduce -5.9% 16 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 11 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -50.0% 10 $2K
Obsidian Cio, LLC 0.00% New 9 $2K
Tradewinds Capital Management, LLC 0.00% No change 8 $2K
Investment Research & Advisory Group, Inc. 0.00% No change 8 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 8 $2K
Resources Management Corp. /CT/ 0.00% Reduce -96.2% 5 $1K
REAP Financial Group, LLC 0.00% New 1 $128
Beacon Capital Management, Inc. 0.00% Add +0.0% 1 $7
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is RSP's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.