Invesco S&P 500 Equal WeightRSPETF

13F holders, Q1 2026 (March 31)
2,230holders +98
216new positions
116sold out
9famous investors
$190.74avg. 13F price*

At the end of Q1 2026, 2,230 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 98 from Q4 2025. 216 opened new positions and 116 sold out. The largest holders were Morgan Stanley ($6.6B), Northwestern Mutual Wealth Management Co. ($5.2B) and Bank of America Corp. ($4.9B). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Francois Rochon (0.0% of Giverny Capital's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions216$1.1B
Exits116$1.3B

All 13F filers, Q4 2025 → Q1 2026: 38,106,180 shares bought and 26,741,075 shares sold, net +11,365,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,230 holders

Morgan Stanley 0.40% Add +9.0% 34,154,520 $6.6B
Northwestern Mutual Wealth Management Co. 3.20% Add +3.2% 27,094,873 $5.2B
Bank of America Corp. 0.36% Add +16.4% 25,370,060 $4.9B
UBS Group AG 0.39% Add +15.4% 11,342,821 $2.2B
Invesco Ltd. 0.20% Add +7.7% 10,924,826 $2.1B
Goldman Sachs Group Inc. 0.20% Reduce -30.6% 8,113,675 $1.6B
Wells Fargo & Company 0.26% Add +0.8% 6,677,729 $1.3B
LPL Financial LLC 0.34% Add +21.4% 6,660,526 $1.3B
State of Wisconsin Investment Board 2.90% Reduce -22.3% 6,596,500 $1.3B
Texas Permanent School Fund Corp. 38.92% No change 5,469,896 $1.0B
Cresset Asset Management, LLC 3.72% Add +4.4% 4,473,614 $858.6M
Raymond James Financial Inc. 0.24% Add +9.4% 4,048,901 $777.1M
Ameriprise Financial Inc. 0.17% Add +6.6% 3,785,677 $726.7M
Envestnet Asset Management Inc. 0.17% Add +81.0% 3,213,222 $616.7M
Royal Bank of Canada 0.12% Add +3.8% 3,208,484 $615.8M
Truist Financial Corp. 0.83% Add +16.1% 3,200,453 $614.2M
Japan Science & Technology Agency 11.35% Reduce -25.0% 2,844,812 $546.0M
Cerity Partners LLC 0.65% Add +21.3% 2,381,435 $457.0M
BNP Paribas Financial Markets 0.28% Reduce -3.5% 2,182,396 $418.8M
JPMorgan Chase & Co. 0.03% Add +17.1% 2,173,043 $408.7M
Phoenix Financial Ltd. 3.77% Add +27.4% 2,070,542 $397.4M
Migdal Insurance & Financial Holdings Ltd. 3.16% Add +9517.8% 1,900,000 $364.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.78% Reduce -49.2% 1,817,211 $348.8M
Keybank National Association 1.26% Reduce -22.8% 1,791,371 $343.8M
Healthcare of Ontario Pension Plan Trust Fund 0.56% Reduce -28.9% 1,750,000 $335.9M
Blair William & Co. 0.92% Add +205.6% 1,680,604 $322.5M
Clal Insurance Enterprises Holdings Ltd 1.93% Add +3.8% 1,660,000 $318.6M
Focus Partners Wealth 0.34% Reduce -13.9% 1,614,164 $309.8M
Rockefeller Capital Management L.P. 0.54% Add +11.5% 1,599,136 $306.9M
HighTower Advisors, LLC 0.32% Add +10.0% 1,551,101 $297.7M
LBMC Investment Advisors, LLC 15.49% Reduce -0.7% 1,323,360 $254.0M
Osaic Holdings, Inc. 0.37% Reduce -1.5% 1,317,421 $252.9M
Citigroup Inc. 0.16% Reduce -29.9% 1,311,970 $251.8M
Cetera Investment Advisers 0.25% Add +18.1% 1,233,014 $236.6M
Commonwealth Equity Services, LLC 0.32% Add +12.6% 1,206,911 $231.6M
Freedom Together Foundation 27.70% No change 1,100,000 $211.1M
Stifel Financial Corp. 0.18% Reduce -7.0% 1,017,191 $195.2M
Caisse de depot et placement du Quebec 0.31% Add +33.1% 1,007,781 $193.4M
Trust Co of Tennessee 35.43% Add +24.3% 991,459 $190.3M
Brown Advisory Inc. 0.30% Add +10.5% 948,859 $182.1M
Westwood Holdings Group Inc. 1.18% Add +761.3% 841,866 $161.6M
Janney Montgomery Scott LLC 0.39% Add +19.4% 830,928 $159.5M
CIBC Bancorp USA Inc. 0.20% — 813,494 $151.3M
Horizon Investments, LLC 1.69% Add +0.1% 787,644 $151.2M
Bank of New York Mellon Corp 0.03% Reduce -3.0% 778,315 $149.4M
MAI Capital Management 0.84% Add +21.4% 769,321 $147.6M
First Interstate Bank 8.21% Add +0.6% 761,230 $146.1M
Cambridge Investment Research Advisors, Inc. 0.38% Add +10.8% 758,937 $145.7M
CI Investments Inc. 0.70% Add +6.8% 753,425 $144.6M
Cercano Management LLC 6.15% Add +38.7% 741,425 $142.3M
Summit Trail Advisors, LLC 1.99% Add +8.2% 723,923 $138.9M
MML Investors Services, LLC 0.38% Add +48.8% 721,889 $138.5M
Rokos Capital Management LLP 2.40% New 701,812 $134.7M
SCS Capital Management LLC 1.36% Add +11.7% 666,560 $127.9M
Clearstead Advisors, LLC 1.16% Reduce -3.1% 660,464 $126.8M
Empower Advisory Group, LLC 0.32% Add +26710.1% 650,682 $124.9M
Schusterman Interests, LLC 30.66% No change 625,000 $120.0M
Wellington Management Group LLP 0.02% Add +57.0% 622,406 $119.5M
Bell Bank 5.00% Add +4.6% 614,254 $117.9M
Bank of Montreal 0.05% Add +141.1% 613,555 $117.8M
Kestra Advisory Services, LLC 0.44% Add +5.5% 610,240 $117.1M
Csenge Advisory Group 5.34% Add +4.8% 607,965 $116.7M
US Bancorp \de 0.14% Add +8.9% 603,422 $115.8M
Valeo Financial Advisors, LLC 2.72% Reduce -1.4% 591,654 $113.5M
AlphaCore Capital LLC 2.62% Reduce -2.9% 576,464 $110.6M
Equitable Holdings, Inc. 0.66% Add +53.7% 538,722 $103.3M
Jabodon PT Co. 11.97% Add +23.1% 536,600 $103.0M
Private Advisor Group, LLC 0.47% Add +24.4% 524,881 $100.7M
PNC Financial Services Group, Inc. 0.06% Add +10.3% 523,432 $100.5M
Moment Partners, LLC 17.85% Add +0.4% 521,313 $100.1M
Glenmede Trust Co. NA 0.49% Add +6.0% 519,598 $99.7M
Endurance Services Ltd 16.52% No change 511,000 $98.1M
Junto Capital Management LP 2.08% New 509,559 $97.8M
Emory University 35.37% New 492,740 $94.6M
Eastern Bank 1.58% New 480,506 $92.2M
Mariner, LLC 0.11% Add +12.7% 480,042 $92.1M
FAS Wealth Partners, Inc. 5.71% Add +4.2% 477,901 $91.7M
GR Financial Group, LLC 30.12% New 473,160 $90.8M
Waverly Advisors, LLC 0.68% Add +5.8% 472,602 $90.7M
Vanderbilt University 17.10% Add +0.4% 469,014 $90.0M
Rock Creek Group LLC 9.09% No change 467,881 $89.8M
Fifth Third Bancorp 0.16% Add +733.4% 464,555 $89.2M
CENTRAL TRUST Co 1.71% Reduce -6.1% 453,756 $87.1M
NewEdge Advisors, LLC 0.31% Add +10.0% 451,779 $86.7M
Chai Trust Co. LLC 7.15% No change 1,865,494 $84.4M
Steward Partners Investment Advisory, LLC 0.42% Add +74.5% 428,972 $82.3M
Naman Capital Ltda 22.83% No change 427,975 $82.1M
Jones Financial Companies LLLP 0.04% Add +22.1% 433,952 $81.8M
Exencial Wealth Advisors, LLC 2.48% Add +16.9% 415,109 $79.7M
Consolidated Investment Group LLC 8.62% Add +8.9% 414,175 $79.5M
First Manhattan Co. Llc. 0.22% Add +7.2% 407,463 $78.2M
Peapack Gladstone Financial Corp. 0.97% Add +2.5% 393,248 $75.5M
Picton Mahoney Asset Management 0.76% Add +2679.8% 381,604 $73.2M
Pinnacle Financial Partners, Inc. 0.55% Add +96.6% 374,647 $71.9M
Bernicke Wealth Management, Ltd. 9.25% Reduce -0.5% 372,932 $71.6M
Stratos Wealth Partners, LTD. 0.82% Add +7.5% 372,877 $71.6M
Venture Visionary Partners LLC 2.38% Reduce -0.7% 372,486 $71.5M
Erste Asset Management GmbH 0.66% Reduce -45.6% 371,480 $71.1M
Sage Financial Group Inc. 4.62% Add +113.9% 370,387 $71.1M
Baltimore-Washington Financial Advisors, Inc. 3.04% Add +3.0% 365,327 $70.1M
Bridges Investment Management Inc. 0.95% Add +14.8% 363,865 $69.8M
Choreo, LLC 0.85% Reduce -0.2% 361,254 $69.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9.09% Reduce -0.4% 351,463 $67.5M
Barclays PLC 0.02% Reduce -77.0% 350,838 $67.3M
Total Investment Management Inc. 7.71% Add +0.7% 344,580 $66.1M
First Western Trust Bank 3.33% Add +3.2% 343,690 $66.0M
Spider Management Company, LLC 18.79% No change 343,186 $65.9M
Parkwood LLC 5.84% New 342,680 $65.8M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +69.3% 329,700 $63.3M
Southern Farm Bureau Life Insurance 6.65% No change 328,428 $63.0M
HSBC Holdings PLC 0.04% Add +22.1% 329,605 $63.0M
Corient Private Wealth LP 0.09% Reduce -1.2% 337,771 $62.3M
OpenArc Corporate Advisory, LLC 0.89% Reduce -3.6% 323,977 $62.2M
Axiom Financial Strategies, LLC 21.68% Add +58.9% 320,862 $61.6M
BlackRock, Inc. 0.00% Add +76.2% 320,007 $61.4M
Toronto Dominion Bank 0.12% Add +137.8% 319,410 $61.3M
CoreCap Advisors, LLC 2.06% Add +2.9% 315,981 $60.6M
Fiduciary Trust Co 0.71% Add +0.9% 314,215 $60.3M
Gotham Asset Management 0.18% Add +74.7% 313,420 $60.2M
Aptus Capital Advisors, LLC 0.50% Reduce -45.0% 311,029 $59.7M
Cibc World Market Inc. 0.10% Add +5.4% 310,351 $59.6M
One Day In July LLC 4.74% Add +5.2% 308,508 $59.2M
Berkshire Money Management, Inc. 6.02% Add +2.5% 306,432 $58.8M
Wharton Business Group, LLC 2.10% Add +0.6% 290,228 $55.7M
Sanctuary Advisors, LLC 0.30% Add +3.0% 285,796 $54.8M
Beacon Pointe Advisors, LLC 0.29% Reduce -38.1% 283,133 $54.3M
Creative Planning 0.04% Add +6.3% 278,742 $53.5M
Federation des caisses Desjardins du Quebec 0.19% Add +12.9% 275,468 $52.9M
NewEdge Wealth, LLC 0.63% Reduce -6.0% 274,305 $52.6M
McAdam, LLC 2.36% Add +0.9% 273,144 $52.4M
Arlington Trust Co LLC 4.60% Add +119.2% 271,711 $52.1M
Mason Street Advisors, LLC 5.02% Add +3.2% 267,820 $51.4M
Baird Financial Group, Inc. 0.08% Reduce -4.8% 265,598 $51.0M
Brookstone Capital Management 0.58% Reduce -2.2% 263,841 $50.6M
Arvest Investments, Inc. 6.83% Reduce -0.6% 260,982 $50.1M
Bangor Savings Bank 3.99% Add +36.9% 260,202 $49.9M
University of Illinois Foundation 10.13% New 257,217 $49.4M
Rainey & Randall Wealth Advisors Inc. 8.01% Add +1.4% 257,095 $49.3M
CBIZ Investment Advisory Services, LLC 1.80% Add +0.0% 257,035 $49.3M
Franklin Resources Inc. 0.01% Add +149.5% 254,807 $48.9M
&partners 0.24% Reduce -16.8% 252,242 $48.4M
Activest Wealth Management 8.44% Add +11.2% 250,370 $48.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.32% Add +31.5% 248,195 $47.6M
PJT Investments Corp. 18.86% Add +68.5% 247,955 $47.6M
Sapient Capital LLC 0.71% Add +6.4% 245,151 $47.0M
SG Americas Securities, LLC 0.05% Add +2482.5% 243,971 $46.8M
Greenwood Gearhart LLC 2.51% Add +4.2% 241,890 $46.4M
Jefferies Financial Group Inc. 0.57% Add +59.9% 236,366 $45.4M
Integrated Wealth Concepts LLC 0.36% Add +21.9% 234,432 $45.0M
SummitTX Capital, L.P. 1.44% Reduce -21.8% 234,322 $45.0M
Allen Investment Management, LLC 0.55% Add +63.4% 232,685 $44.7M
Sollinda Capital Management LLC 10.84% Reduce -21.1% 232,456 $44.6M
HB Wealth Management, LLC 0.28% Reduce -0.9% 228,456 $43.8M
Neuberger Berman Group LLC 0.03% Reduce -2.7% 228,329 $43.8M
Banco Santander, S.A. 0.35% Add +3.4% 228,120 $43.8M
Atlanta Consulting Group Advisors, LLC 9.04% Add +0.2% 219,238 $42.1M
Joule Financial, LLC 12.25% Reduce -0.6% 219,147 $42.1M
Arkadios Wealth Advisors 0.69% Add +13.7% 218,344 $41.9M
Moran Wealth Management, LLC 1.28% Add +4499.3% 217,549 $41.8M
Steele Capital Management, Inc. 1.69% Add +9.3% 212,953 $40.9M
Old Mission Capital LLC 0.96% Add +34.7% 210,646 $40.4M
Main Management LLC 2.94% Add +12.2% 210,284 $40.4M
WESCAP Management Group, Inc. 7.67% Add +2.6% 202,942 $38.9M
Arete Wealth Advisors, LLC 2.92% Add +5.5% 202,900 $38.9M
ExodusPoint Capital Management, LP 0.39% Add +118.0% 202,526 $38.9M
Dakota Wealth Management 0.84% Reduce -46.8% 201,358 $38.6M
TRUE Private Wealth Advisors 3.68% Reduce -0.6% 201,195 $38.6M
Captrust Financial Advisors 0.07% Add +17.9% 198,562 $38.1M
Requisite Capital Management, LLC 7.08% Add +1.5% 197,933 $38.0M
Sachem Head Capital Management LP 0.91% Add +28.4% 196,500 $37.7M
Commerce Bank 0.18% Add +477.4% 196,416 $37.7M
Elk River Wealth Management LLC 6.24% Reduce -0.9% 195,701 $37.6M
FSA Investment Group, LLC 15.10% Reduce -5.9% 195,426 $37.5M
Thrivent Financial for Lutherans 0.07% Add +2324.8% 195,149 $37.5M
Vicus Capital 2.75% Add +1.2% 194,711 $37.4M
Mercer Global Advisors Inc. 0.06% Add +2.5% 194,219 $37.3M
Generali Investments CEE, investicni spolecnost, a.s. 1.95% No change 193,976 $37.2M
Howard Financial Services, LTD. 4.16% Add +0.3% 192,311 $36.9M
D.A. Davidson & Co. 0.22% Add +1.6% 192,040 $36.9M
Solidarity Wealth, LLC 6.91% Add +19.8% 187,440 $36.0M
National Bank of Canada 0.04% Reduce -5.9% 185,330 $35.6M
Arvest Bank Trust Division 1.90% Add +0.5% 182,409 $35.0M
Granite Bay Wealth Management, LLC 7.43% Add +3.6% 182,040 $34.9M
Graham Capital Management, L.P. 1.56% Add +205.9% 179,869 $34.5M
Dynasty Wealth Management, LLC 0.30% Reduce -36.9% 177,042 $34.0M
Jane Street Group, LLC 0.04% New 175,539 $33.7M
Badgley Phelps Wealth Managers, LLC 0.67% Add +2.4% 174,485 $33.5M
SimpliFi, Inc. 13.79% Reduce -0.2% 171,135 $32.8M
Montag A & Associates Inc. 1.51% Add +13.6% 168,962 $32.4M
Itau Unibanco Holding S.A. 0.77% Add +647380.8% 168,345 $32.3M
Oarsman Capital, Inc. 4.00% Reduce -26.3% 167,808 $32.2M
Farther Finance Advisors, LLC 0.30% Add +5.4% 167,192 $32.2M
Quantinno Capital Management LP 0.05% Add +21.9% 165,683 $31.8M
Pinnacle Associates Ltd. 0.40% Add +2.9% 163,151 $31.3M
Southeast Asset Advisors, LLC 3.42% Add +2.9% 162,729 $31.2M
Common Fund for Nonprofit Organizations 3.01% Reduce -25.5% 162,398 $31.2M
FMR LLC 0.00% Add +7.0% 159,695 $30.6M
Frisch Financial Group, Inc. 6.40% Add +0.8% 159,496 $30.6M
OP Asset Management Ltd 0.31% No change 158,782 $30.5M
Mustico Financial Group, Inc. 21.19% Add +1.8% 150,973 $30.3M
StoneX Group Inc. 1.63% Add +0.0% 157,976 $30.3M
IFP Advisors, Inc 0.63% Add +8.4% 157,243 $30.2M
Manning & Napier Advisors LLC 0.42% Add +9.4% 156,514 $30.0M
Shufro Rose & Co. LLC 2.05% Reduce -2.1% 156,365 $30.0M
Jackson, Grant Investment Advisers, Inc. 10.00% Reduce -0.2% 156,052 $29.9M
HM Payson & Co. 0.43% Reduce -24.5% 154,098 $29.6M
Meitav Investment House Ltd. 0.32% Add +210.4% 153,807 $29.5M
GenTrust, LLC 1.26% Add +11.8% 153,294 $29.4M
Summit Financial, LLC 0.37% Add +0.8% 152,920 $29.3M
Robertson Stephens Wealth Management, LLC 0.82% Reduce -2.3% 152,692 $29.3M
Cwm, LLC 0.08% Add +6.2% 152,012 $29.2M
Waterloo Capital, L.P. 2.05% Add +1.4% 151,987 $29.2M
Kera Capital Partners, Inc. 3.57% Reduce -1.6% 151,406 $29.1M
Sequoia Financial Advisors, LLC 0.16% Add +2.6% 150,025 $28.8M
Davis Investment Partners, LLC 10.16% Reduce -6.6% 149,915 $28.8M
LTG Capital LLC 21.96% Add +1.0% 149,765 $28.7M
Wealth Advisors of Iowa, LLC 8.86% Reduce -0.5% 149,294 $28.7M
Advisory Services Network, LLC 0.38% Add +5.6% 148,921 $28.6M
TD Waterhouse Canada Inc. 0.08% Add +14.8% 146,225 $28.5M
Bleakley Financial Group, LLC 0.43% Add +84.1% 144,627 $27.8M
Patton Fund Management, Inc. 4.68% Add +18.5% 143,453 $27.5M
Wealthspire Advisors, LLC 0.22% Add +6.5% 142,778 $27.4M
Alliancebernstein L.P. 0.01% Add +13.5% 140,888 $27.0M
Park Avenue Securities LLC 0.21% Add +536.1% 139,997 $26.9M
PartnerRe Asset Management CORP 19.43% No change 139,696 $26.8M
Money Concepts Capital Corp. 1.47% Add +18.1% 138,703 $26.6M
Montis Financial, LLC 5.50% Add +0.7% 138,557 $26.6M
Wealth Advisory Solutions, LLC 5.90% Add +23.3% 137,926 $26.5M
Parcion Private Wealth LLC 1.63% Add +42.1% 137,221 $26.3M
Fairway Wealth LLC 6.94% Add +1.2% 137,035 $26.3M
Brogan Financial, Inc. 11.55% Add +1.1% 136,797 $26.3M
Biltmore Family Office, LLC 3.66% Add +19.8% 136,577 $26.2M
Stephenson & Company, Inc. 14.17% Add +2.8% 136,144 $26.1M
Kirtland Hills Capital Management, LLC 8.28% Add +11.4% 128,972 $26.1M
Lido Advisors, LLC 0.10% Add +1.2% 134,575 $25.8M
Sepio Capital, LP 1.40% Add +20.6% 134,237 $25.8M
OneDigital Investment Advisors LLC 0.25% Add +4.0% 131,146 $25.2M
Vaughan David Investments LLC 0.53% Add +33.8% 131,000 $25.1M
Ally Financial Inc. 3.13% Reduce -82.9% 131,000 $25.1M
Matauro, LLC 3.61% Reduce -7.3% 130,072 $25.0M
Tiller Private Wealth, Inc. 8.86% Add +5.5% 129,871 $24.9M
Dimension Capital Management LLC 3.48% Add +3.0% 129,148 $24.8M
NTV Asset Management LLC 2.72% Add +10.4% 129,112 $24.8M
Clear Wave Wealth Management LLC 6.27% — 128,507 $24.7M
Dupont Capital Management Corp. 2.80% Add +123.0% 128,372 $24.6M
Vectors Research Management, LLC 7.19% Add +1.3% 128,257 $24.6M
Stratos Investment Management, LLC 0.98% Reduce -14.8% 127,692 $24.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.14% Reduce -4.8% 120,873 $24.4M
Heck Capital Advisors, LLC 1.78% Reduce -8.9% 124,852 $24.0M
BBR Partners, LLC 1.33% Add +0.1% 124,286 $23.9M
Advocacy Wealth Management, LLC 1.05% Add +6.7% 123,334 $23.7M
Invariant Investment Management 14.41% Add +2.5% 118,196 $23.4M
Glen Eagle Advisors, LLC 3.26% Reduce -5.0% 121,146 $23.3M
Capital Advisors, Ltd. LLC 2.64% Add +1.9% 121,041 $23.2M
Petrus Trust Company, LTA 2.53% No change 120,850 $23.2M
DAVENPORT & Co LLC 0.13% Add +32.6% 120,428 $23.1M
Evernest Financial Advisors, LLC 4.78% Add +20.2% 114,053 $23.0M
Fund Evaluation Group, LLC 0.71% New 119,857 $23.0M
Sykon Capital LLC 7.65% Add +618.3% 119,536 $22.9M
Permanent Capital Management, LP 3.56% Reduce -48.4% 112,478 $22.9M
Harbour Investments, Inc. 0.35% Add +37.0% 119,109 $22.9M
Stephens Inc. 0.29% Add +68.5% 118,711 $22.8M
Visualize Group LP 9.27% New 117,300 $22.5M
Compass Wealth Management LLC 5.54% Reduce -3.7% 116,864 $22.4M
Sigma Investment Counselors Inc. 1.18% Add +7.3% 116,839 $22.4M
Geneos Wealth Management Inc. 0.52% Add +6.0% 116,775 $22.4M
Equitable Trust Co. 1.03% Reduce -2.1% 116,769 $22.4M
Pittenger & Anderson Inc. 0.89% Add +472.8% 116,733 $22.4M
Titleist Asset Management, LLC 1.69% Reduce -7.4% 116,725 $22.4M
Baker Avenue Asset Management, LP 0.51% Add +1.0% 116,031 $22.3M
Inlight Wealth Management, LLC 8.22% Add +16.0% 115,635 $22.2M
Partnership Wealth Management, LLC 16.89% Add +91.8% 115,387 $22.1M
Hennion & Walsh Asset Management, Inc. 0.74% Reduce -36.3% 115,064 $22.1M
Ascent Wealth Partners, LLC 2.56% Add +12.6% 114,734 $22.0M
New England Capital Financial Advisors LLC 6.01% Add +1.6% 114,458 $22.0M
WealthBridge Capital Management, LLC 5.02% Add +2.6% 113,487 $21.8M
Scotia Capital Inc. 0.09% Add +64.9% 112,510 $21.6M
Sageworth Trust Co 0.93% Add +18.0% 112,440 $21.6M
Armstrong Advisory Group, Inc. 1.45% Add +6319.6% 112,278 $21.5M
Roth Financial Partners LLC 7.19% Reduce -3.6% 109,845 $21.1M
Bright Financial Advisors, Inc. 9.60% Add +7.5% 109,140 $20.9M
Cary Street Partners Financial LLC 0.51% Add +6.8% 108,162 $20.8M
Sightline Wealth Advisors, LLC 8.73% Reduce -3.6% 107,496 $20.6M
Carroll Advisory Group, LLC 7.96% Add +12.8% 106,795 $20.5M
Seneca House Advisors 8.12% Reduce -5.2% 106,477 $20.4M
Kopp Family Office, LLC 13.96% Reduce -1.7% 105,688 $20.3M
Raelipskie Partnership 8.54% Add +4.7% 105,086 $20.2M
Sterneck Capital Management, LLC 8.95% Add +2.1% 103,876 $19.9M
CSS LLC 3.14% Add +9.1% 103,482 $19.9M
Lowe Brockenbrough & Co. Inc. 0.99% Reduce -1.6% 103,338 $19.8M
Concurrent Investment Advisors, LLC 0.22% Add +3.3% 102,744 $19.7M
Ieq Capital, LLC 0.09% Reduce -2.2% 102,404 $19.7M
VestGen Advisors, LLC 0.55% Add +93.9% 95,691 $19.5M
Squarepoint Ops LLC 0.04% New 101,214 $19.4M
Heritage Trust Co 1.93% Add +14.0% 100,456 $19.3M
Schonfeld Strategic Advisors LLC 0.16% Add +33.3% 100,000 $19.2M
Wealth Forward, LLC 10.80% Add +0.5% 99,699 $19.1M
Schroder Investment Management Group 0.02% New 101,138 $19.0M
Compton Wealth Advisory Group, LLC 4.23% Add +0.4% 98,705 $19.0M
Davidson Kahn Capital Management, LLC 10.10% Add +6.0% 98,604 $18.9M
Breakwater Capital Group 2.53% Add +0.9% 98,261 $18.9M
Ballast, Inc. 4.32% Add +2.1% 97,331 $18.7M
Tradition Wealth Management, LLC 1.33% Add +7.3% 97,247 $18.7M
Flow Traders U.S. LLC 0.59% Add +672.0% 97,162 $18.6M
LeConte Wealth Management, LLC 12.04% Reduce -15.3% 97,078 $18.6M
Element Squared LLC 10.48% Add +29.5% 96,856 $18.6M
Ausdal Financial Partners, Inc. 0.83% Add +7.0% 96,684 $18.6M
Johnson Investment Counsel Inc. 0.15% Add +31.4% 96,597 $18.5M
Kaydan Wealth Management, Inc. 6.15% Add +0.2% 95,868 $18.4M
Bernardo Wealth Planning LLC 3.60% Reduce -15.6% 95,714 $18.4M
Redhawk Wealth Advisors, Inc. 2.03% Add +72.2% 95,669 $18.4M
Courier Capital LLC 1.02% Add +1.6% 95,453 $18.3M
Peak Financial Management, Inc. 4.63% Add +3.3% 95,100 $18.3M
Advisor OS, LLC 1.32% Reduce -0.2% 94,735 $18.2M
Walleye Partners, LLC 22.23% Reduce -5.0% 94,324 $18.1M
Woodard & Co. Asset Management Group Inc. 2.88% Add +1674.5% 93,536 $18.0M
Tucker Asset Management LLC 5.37% Reduce -33.4% 93,518 $17.9M
Gladstone Institutional Advisory LLC 0.66% Add +27.0% 92,821 $17.8M
Prasad Wealth Partners, LLC 4.79% Add +3.3% 91,774 $17.6M
Sage Rhino Capital LLC 3.27% Reduce -3.4% 91,147 $17.5M
Signal Advisors Wealth, LLC 1.20% Add +16.6% 91,135 $17.5M
Peak Asset Management, LLC 3.07% Add +0.1% 90,588 $17.4M
Sard Wealth Management Group, LLC 9.41% Add +0.1% 90,142 $17.3M
Susquehanna International Group, LLP 0.02% Add +61.0% 89,300 $17.1M
Parkside Investments, LLC 2.07% Add +10.6% 88,764 $17.0M
GFS Advisors, LLC 1.10% Add +31.3% 113,861 $17.0M
CX Institutional 0.52% Add +0.3% 88,434 $17.0M
Savvy Advisors, Inc. 0.45% Add +170.5% 87,974 $16.9M
Quest Investment Management LLC 1.96% Add +2.1% 87,333 $16.8M
Aft, Forsyth & Sober, LLC 5.11% Reduce -8.4% 87,300 $16.8M
Merit Financial Group, LLC 0.12% Add +421.1% 87,282 $16.8M
Port Capital LLC 0.74% Reduce -22.8% 87,085 $16.7M
Pinnacle Wealth Management Advisory Group, LLC 1.14% Add +2.0% 86,760 $16.7M
Karras Company, Inc. 16.87% Add +0.4% 86,673 $16.6M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +13.0% 86,232 $16.5M
ADG Wealth Management Group, LLC 11.42% Add +7.7% 86,090 $16.5M
BlueStem Wealth Partners, LLC 1.83% New 85,914 $16.5M
Measured Wealth Private Client Group, LLC 4.48% Reduce -0.8% 85,485 $16.4M
First Foundation Advisors 0.66% Add +1.1% 85,463 $16.4M
New Harbor Financial Group, LLC 2.98% Reduce -57.3% 85,453 $16.4M
Echo45 Advisors LLC 9.19% Add +0.8% 85,104 $16.3M
AQR Capital Management 0.01% Add +35.8% 86,718 $16.3M
Forge Financial Services LLC 1.64% Reduce -1.3% 84,348 $16.2M
Essex Financial Services, Inc. 0.90% Add +0.2% 83,320 $16.0M
Fortis Group Advisors, LLC 2.64% Add +80.0% 78,420 $16.0M
Crews Bank & Trust 2.30% Add +0.7% 82,594 $15.9M
COFG Advisors, LLC 3.90% Add +1.8% 82,242 $15.8M
Select Asset Management & Trust 4.92% New 82,049 $15.7M
Wealthcare Advisory Partners LLC 0.31% No change 81,913 $15.7M
Cullen/Frost Bankers, Inc. 0.18% Add +96.9% 81,786 $15.7M
Forvis Mazars Wealth Advisors, LLC 0.30% Reduce -4.0% 81,782 $15.7M
Manchester Financial Inc. 3.00% Reduce -6.1% 81,462 $15.6M
Ethos Financial Group, LLC 1.14% Add +1.0% 80,898 $15.5M
Willis Investment Counsel 0.85% Add +23.2% 80,705 $15.5M
Dumont & Blake Investment Advisors LLC 3.86% Reduce -3.4% 80,396 $15.4M
Granby Capital Management, LLC 8.80% No change 80,000 $15.4M
Stratos Wealth Advisors, LLC 0.94% Add +0.6% 79,858 $15.3M
Brown Brothers Harriman & Co. 0.08% Reduce -5.5% 79,763 $15.3M
Axxcess Wealth Management, LLC 0.49% Reduce -43.8% 79,022 $15.2M
Walker Financial Services, Inc. 5.16% Add +26.0% 78,601 $15.1M
Caldwell Trust Co 1.34% Add +5.2% 78,387 $15.0M
Flputnam Investment Management Co. 0.22% Add +2.4% 78,231 $15.0M
Cidel Asset Management Inc. 0.82% No change 78,090 $15.0M
Bradley Foster & Sargent Inc. 0.23% Add +5.6% 77,357 $14.8M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -26.8% 77,248 $14.8M
New England Asset Management Inc. 1.92% Add +9.9% 76,130 $14.6M
Muirfield Wealth Advisors LLC 10.72% Reduce -1.4% 75,893 $14.6M
Consolidated Portfolio Review Corp 1.33% Add +0.3% 75,686 $14.5M
Pine Ridge Advisers LLC 1.03% Add +0.3% 75,686 $14.5M
Valley Wealth Managers, Inc. 0.93% Add +32.6% 75,459 $14.5M
Ramiah Investment Group 12.63% New 75,293 $14.5M
Virtue Capital Management, LLC 2.19% Reduce -14.6% 76,702 $14.4M
Insigneo Advisory Services, LLC 1.02% Add +19.4% 74,862 $14.4M
Allegheny Financial Group 1.94% Add +10.8% 74,843 $14.4M
Spectrum Asset Management, Inc. (NB/CA) 4.56% Add +2.2% 74,837 $14.4M
Berman McAleer LLC 1.96% Add +4.5% 74,745 $14.3M
World Investment Advisors 0.23% Add +120.0% 74,248 $14.2M
Mesirow Financial Investment Management, Inc. 0.23% Add +675.3% 74,100 $14.2M
Archer Investment Corp 3.01% Reduce -3.9% 73,561 $14.1M
IPG Investment Advisors LLC 2.41% Add +2.6% 73,189 $14.0M
Renaissance Technologies 0.02% Add +79.7% 72,230 $13.9M
Harbor Investment Advisory, LLC 1.09% Add +10.4% 71,892 $13.8M
Focused Wealth Management, Inc 1.44% Add +0.4% 71,800 $13.8M
Capital Investment Advisory Services, LLC 1.00% Add +0.6% 71,369 $13.7M
Capital Investment Advisors, LLC 0.20% Add +4.9% 71,138 $13.7M
L. Roy Papp & Associates, LLP 1.56% Add +8.6% 70,473 $13.5M
Hi-Line Capital Management, LLC 4.22% Add +10.6% 69,949 $13.4M
Smith, Moore & Co. 0.98% Add +7.3% 69,869 $13.4M
Tandem Wealth Advisors LLC 5.98% Add +8.2% 69,830 $13.4M
Performa Ltd (US), LLC 3.03% New 69,712 $13.4M
NDWM LLC 8.64% Add +196.4% 69,422 $13.3M
Jacksonville Wealth Management, LLC 8.90% Add +15.4% 68,679 $13.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.77% No change 68,500 $13.1M
Ssa Swiss Advisors AG 6.08% Add +43.7% 68,314 $13.1M
Arax Advisory Partners 0.37% Add +2687.3% 68,204 $13.1M
Walled Lake Planning & Wealth Management, LLC 3.84% Add +11.5% 68,058 $13.1M
Northern Trust Corp. 0.00% Add +112.7% 67,678 $13.0M
Quattro Financial Advisors LLC 3.92% Add +7.0% 67,427 $12.9M
Advisor Resource Council 5.11% Reduce -15.7% 67,304 $12.9M
Gillson Capital LP 1.05% New 66,800 $12.8M
Independent Advisor Alliance 0.14% Add +202.7% 66,729 $12.8M
Fsa Wealth Partners, Inc. 6.08% New 66,620 $12.8M
Aspen Investment Management Inc 3.86% Add +4.3% 65,707 $12.6M
Refined Wealth Management 7.94% Add +1973.1% 65,550 $12.6M
Hancock Whitney Corp. 0.22% Add +25.0% 61,569 $12.5M
United Capital Financial Advisors, LLC 0.08% Add +5.8% 64,866 $12.4M
Family Manage LLC 1.49% Add +7927.5% 64,782 $12.4M
Gateway Wealth Partners, LLC 0.48% Add +60.2% 64,713 $12.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Reduce -73.6% 64,748 $12.4M
Per Stirling Capital Management, LLC. 1.36% Add +744.2% 63,906 $12.3M
Cabot Wealth Management Inc. 1.40% Add +8.2% 63,362 $12.2M
Prospera Financial Services Inc 0.20% Add +17.1% 63,014 $12.1M
Diversify Wealth Management, LLC 0.22% Add +1019.8% 60,267 $12.1M
Guidance Capital, Inc. 2.70% Add +7.7% 59,297 $12.1M
CreativeOne Wealth, LLC 0.27% Add +63.1% 61,523 $11.8M
Courage Miller Partners, LLC 3.31% Add +2.7% 61,174 $11.7M
National Philanthropic Trust 0.12% Add +0.3% 61,028 $11.7M
Chemung Canal Trust Co. 2.35% Add +0.1% 60,554 $11.6M
Norris Perne & French LLP 0.57% Add +7.7% 60,468 $11.6M
IHT Wealth Management, LLC 0.27% Reduce -0.8% 60,410 $11.6M
Hudson Bay Capital Management LP 0.08% New 60,000 $11.5M
Deutsche Bank AG 0.00% Add +16.8% 59,607 $11.4M
True North Advisors, LLC 1.30% Reduce -1.5% 59,575 $11.4M
Prism Advisors, Inc. 3.04% Add +10.6% 59,379 $11.4M
Sigma Planning Corp 0.32% Add +6.1% 59,204 $11.4M
First National Bank Sioux Falls 3.11% Add +8.4% 56,621 $11.4M
Retirement Financial Solutions, LLC 3.23% Add +1.2% 58,895 $11.3M
Evercore Wealth Management, LLC 0.18% Add +13.6% 58,520 $11.2M
Raab & Moskowitz Asset Management LLC 2.49% Reduce -0.7% 58,331 $11.2M
Perbak Capital Partners LLP 2.74% Reduce -82.1% 57,970 $11.1M
Greenleaf Trust 0.11% Reduce -3.9% 57,932 $11.1M
Pathstone Holdings, LLC 0.04% Add +3.1% 57,838 $11.1M
Concentric Capital Strategies, LP 0.96% Add +1089.2% 57,544 $11.0M
Frank, Rimerman Advisors LLC 0.72% Reduce -3.2% 57,375 $11.0M
Kestra Private Wealth Services, LLC 0.14% Add +13.1% 57,183 $11.0M
Rothschild Capital Partners, LLC 2.69% Add +49.8% 56,802 $10.9M
M3 Wealth Management, LLC 8.39% Add +7.5% 56,768 $10.9M
J. R. Prunier Capital Management LLC 4.61% Add +0.4% 56,515 $10.8M
Yelin Lapidot Holdings Management Ltd. 2.25% Reduce -8.5% 56,190 $10.8M
Analyst IMS Investment Management Services Ltd. 0.32% Add +31.1% 55,700 $10.7M
Carnegie Investment Counsel 0.21% Reduce -8.1% 55,626 $10.7M
Atlas Private Wealth Advisors 2.51% Reduce -0.5% 55,582 $10.7M
Clarus Group, Inc. 3.82% Reduce -0.8% 55,574 $10.7M
Acima Private Wealth, LLC 3.34% Add +0.2% 55,522 $10.7M
Sterling Manor Financial, LLC 6.64% Reduce -18.9% 55,335 $10.6M
CM Wealth Advisors LLC 2.25% Add +0.9% 54,984 $10.6M
Calydon Capital 1.72% Add +0.4% 54,882 $10.5M
Winthrop Capital Management, LLC 2.70% Reduce -11.3% 54,867 $10.5M
EP Wealth Advisors, LLC 0.05% Reduce -2.0% 54,238 $10.4M
Nwi Management LP 0.63% No change 54,000 $10.4M
First Financial Bank - Trust Division 0.83% Add +5.3% 53,815 $10.3M
Koshinski Asset Management, Inc. 0.63% Add +6.7% 52,955 $10.2M
Atlas Legacy Advisors, LLC 1.85% Add +1.9% 52,728 $10.1M
Granville Capital, Inc. 5.27% Add +9.5% 52,518 $10.1M
Perigon Wealth Management, LLC 0.18% Add +3.9% 52,437 $10.1M
Strategic Family Wealth Counselors, L.L.C. 2.64% Reduce -2.6% 52,415 $10.1M
Dorsey & Whitney Trust CO LLC 0.55% Reduce -0.3% 52,278 $10.0M
Polar Asset Management Partners Inc. 0.32% New 52,100 $10.0M
Lumbard & Kellner, LLC 3.43% Add +1.6% 51,581 $9.9M
Instrumental Wealth, LLC 6.07% Add +1.8% 51,435 $9.9M
Independent Financial Group, LLC 0.22% Add +13.9% 50,978 $9.8M
Flagship Harbor Advisors, LLC 0.43% Reduce -54.7% 50,594 $9.7M
Operose Advisors LLC 2.24% Add +4270.5% 50,348 $9.7M
Modera Wealth Management, LLC 0.12% Add +0.5% 50,285 $9.7M
Rwa Wealth Partners, LLC 0.11% Add +14.1% 50,096 $9.6M
JBF Capital, Inc. 1.42% No change 50,000 $9.6M
BW Gestao de Investimentos Ltda. 0.42% Reduce -96.7% 49,778 $9.6M
Kavar Capital Partners Group, LLC 1.20% Reduce -4.0% 49,770 $9.6M
Fortress Financial Group, LLC 7.05% Reduce -0.5% 49,645 $9.5M
Blue Bell Private Wealth Management, LLC 1.37% Reduce -0.2% 49,581 $9.5M
ZWJ Investment Counsel Inc. 0.34% Reduce -6.5% 49,541 $9.5M
Ssi Investment Management LLC 0.78% Reduce -0.5% 49,407 $9.5M
Bryn Mawr Trust Advisors, LLC 0.46% Add +5.8% 49,184 $9.4M
Focus Partners Advisor Solutions, LLC 0.10% Reduce -1.4% 49,099 $9.4M
Parallel Advisors, LLC 0.17% Add +1.8% 49,067 $9.4M
Benjamin Edwards Inc. 0.09% Reduce -12.4% 49,031 $9.4M
Larch Capital Partners LLC 1.36% Add +4.4% 48,912 $9.4M
Procyon Advisors, LLC 0.46% Add +20.4% 48,650 $9.3M
Ironwood Financial, llc 1.63% Add +5.5% 48,561 $9.3M
Basso Capital Management, L.P. 5.69% Add +1.8% 48,469 $9.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.27% New 48,287 $9.3M
New Insight Wealth Advisors 3.30% Reduce -7.5% 48,008 $9.2M
Quad-Cities Investment Group, LLC 3.66% Add +3.2% 47,897 $9.2M
LYNX Capital Group Ltd. 4.27% Reduce -0.3% 47,806 $9.2M
New England Private Wealth Advisors LLC 1.06% Reduce -9.1% 47,784 $9.2M
HighPoint Advisor Group LLC 0.38% Add +1.4% 47,711 $9.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +578.1% 47,559 $9.1M
Private Wealth Group, LLC 4.22% Add +3.9% 47,149 $9.0M
DeDora Capital, Inc. 2.19% Reduce -2.2% 46,538 $8.9M
North Star Asset Management Inc. 0.39% New 46,495 $8.9M
Integrated Advisors Network LLC 0.47% Reduce -45.8% 46,399 $8.9M
One Capital Management, LLC 0.24% Add +127.6% 46,338 $8.9M
Connecticut Wealth Management, LLC 0.37% Reduce -4.6% 46,289 $8.9M
Nations Financial Group Inc, /Ia/ 0.46% Add +8.0% 46,041 $8.8M
Composition Wealth, LLC 0.12% Add +187.8% 46,022 $8.8M
RFP Financial Group LLC 4.80% Reduce -55.2% 46,015 $8.8M
E&G Advisors, LLC 1.96% Add +6.5% 45,795 $8.8M
Firestone Capital Management 1.82% Reduce -1.1% 45,637 $8.8M
Castlekeep Investment Advisors LLC 4.75% Reduce -0.2% 45,622 $8.8M
Rothschild Investment LLC 0.46% Add +1.9% 45,539 $8.7M
Level Four Advisory Services, LLC 0.29% Add +6.1% 45,508 $8.7M
Ruggaard & Associates LLC 3.45% Reduce -3.7% 45,330 $8.7M
TigerOak Management, L.L.C. 2.74% Add +1.6% 45,303 $8.7M
Bokf, NA 0.13% Add +34.7% 45,208 $8.7M
Stelac Advisory Services LLC 1.75% Add +5.2% 45,177 $8.7M
Diesslin Group, Inc. 3.90% Add +2.1% 45,115 $8.7M
Round Rock Advisors LLC 1.32% Add +0.3% 45,026 $8.6M
Fire Capital Management LLC 4.03% Add +19.3% 44,876 $8.6M
Birchcreek Wealth Management, LLC 4.14% Add +0.9% 44,749 $8.6M
Sanders Morris Harris LLC 1.38% New 44,457 $8.5M
Annex Advisory Services, LLC 0.16% Reduce -2.6% 44,338 $8.5M
Pallas Capital Advisors LLC 0.32% Reduce -7.7% 44,265 $8.5M
Parsons Capital Management Inc. 0.39% Add +24.7% 43,979 $8.4M
Juncture Wealth Strategies, LLC 2.82% New 43,942 $8.4M
CMG Global Holdings, LLC 3.99% Add +12.2% 43,636 $8.4M
First United Bank & Trust 2.71% Add +28.4% 43,523 $8.4M
Rhumbline Advisers 0.01% Add +15.1% 43,402 $8.3M
Riversedge Advisors, LLC 1.34% Reduce -71.5% 43,282 $8.3M
Choate Investment Advisors 0.16% Reduce -11.2% 43,206 $8.3M
Fairvoy Private Wealth, LLC 1.96% Reduce -64.6% 42,833 $8.2M
Nicollet Investment Management, Inc. 2.81% Reduce -2.8% 42,696 $8.2M
WealthPlan Investment Management, LLC 0.46% Add +2609.5% 42,648 $8.2M
Reicon Wealth Advisors, LLC 6.25% Reduce -13.4% 42,458 $8.1M
Allworth Financial LP 0.03% Reduce -4.1% 42,369 $8.1M
Ancora Advisors LLC 0.17% Add +3.6% 42,052 $8.1M
Navalign, LLC 2.04% Add +1.1% 42,051 $8.1M
Nan Shan Life Insurance Co., Ltd. 0.29% No change 41,532 $8.0M
Citizens Financial Group Inc. 0.11% Reduce -5.8% 41,205 $7.9M
Interval Partners, LP 0.27% New 41,105 $7.9M
Transcend Capital Advisors, LLC 0.63% Add +120.2% 41,032 $7.9M
Mendota Financial Group, LLC 5.83% Reduce -16.3% 41,005 $7.9M
Dynamic Advisor Solutions LLC 0.25% Add +2.8% 40,934 $7.9M
LCW Services, LLC 3.89% Reduce -2.7% 40,844 $7.8M
BlueChip Wealth Advisors LLC 3.42% Add +55.5% 40,644 $7.8M
Fluent Financial, LLC 2.85% Add +0.9% 39,131 $7.8M
Ayalon Insurance Comp Ltd. 1.58% New 40,178 $7.7M
Alexis Investment Partners, LLC 5.30% Add +9.7% 40,913 $7.7M
J.W. Cole Advisors, Inc. 0.26% Add +8.2% 39,816 $7.6M
Curbstone Financial Management Corp 1.45% Add +2.9% 39,467 $7.6M
Black Diamond Financial, LLC 0.83% Add +17.9% 39,444 $7.6M
Lantern Wealth Advisors, LLC 3.87% Reduce 0.0% 39,348 $7.6M
Luken Investment Analytics, LLC 2.88% Reduce -17.9% 39,170 $7.5M
First Horizon Corp. 0.31% Add +91.1% 38,899 $7.5M
Lifestyle Asset Management, Inc. 2.43% Add +3.0% 38,713 $7.4M
Bcwm, LLC 2.10% Reduce -14.9% 38,691 $7.4M
Members Trust Co 0.24% Reduce -14.7% 38,333 $7.4M
Richard W. Paul & Associates, LLC 2.47% Reduce -0.4% 38,282 $7.3M
Menora Mivtachim Holdings LTD. 0.03% Add +26.5% 38,217 $7.3M
Blueprint Investment Partners LLC 0.75% Reduce -13.7% 38,081 $7.3M
Hilltop National Bank 1.74% Add +79.8% 38,025 $7.3M
Howland Capital Management LLC 0.29% No change 37,994 $7.3M
Magnus Financial Group LLC 0.60% Reduce -4.1% 37,958 $7.3M
Lakeshore Financial Planning, Inc. 2.64% Add +0.0% 37,955 $7.3M
Diversified Management Inc. 1.24% Add +13.2% 37,762 $7.2M
Leavell Investment Management, Inc. 0.30% Reduce -4.6% 37,622 $7.2M
Diversified Trust Co. 0.13% Add +20.8% 37,532 $7.2M
Mutual Advisors, LLC 0.15% Add +33.1% 37,406 $7.2M
McHugh Group, LLC 4.29% Add +8.8% 37,379 $7.2M
Signal Tree Financial Partners LLC 5.37% Add +7.1% 37,090 $7.1M
Peddock Capital Advisors, LLC 1.57% Reduce -0.2% 37,024 $7.1M
PMG Wealth Management, Inc. 5.12% Add +5.1% 37,003 $7.1M
Retirement Income Solutions, Inc. 1.21% Reduce -0.4% 36,798 $7.1M
Tocqueville Asset Management L.P. 0.10% Add +10.2% 36,675 $7.0M
Oppenheimer & Co. Inc. 0.09% Add +7.4% 36,553 $7.0M
Financial Guidance Group, Inc. 2.82% Add +1.7% 36,546 $7.0M
Millennium Management 0.01% Reduce -82.1% 35,969 $6.9M
Ehrenkranz Partners L.P. 5.43% Add +16.0% 35,785 $6.9M
Haverford Trust Co 0.06% Reduce -1.3% 35,743 $6.9M
Arkos Global Advisors 0.86% Add +8.4% 35,712 $6.9M
Vontobel Holding Ltd. 0.02% Add +41.4% 35,548 $6.8M
Foundations Investment Advisors, LLC 0.08% Add +9.4% 35,400 $6.8M
Wood Tarver Financial Group, LLC 1.88% Add +75.8% 35,356 $6.8M
Birch Hill Investment Advisors LLC 0.30% Add +21.8% 35,272 $6.8M
Left Brain Wealth Management, LLC 2.66% New 35,223 $6.8M
Atwood & Palmer Inc. 0.38% Reduce -16.7% 35,223 $6.8M
Curi Capital, LLC 0.12% Add +60.6% 35,075 $6.7M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +116.6% 35,050 $6.7M
Bluedoor Private Wealth, LLC 3.10% Add +0.1% 34,877 $6.7M
Two Sigma Securities, LLC 0.77% Add +52.3% 34,684 $6.7M
Agf Management Ltd. 0.03% Reduce -0.1% 34,558 $6.6M
Blueprint Financial Advisors LLC 0.98% Reduce -12.5% 34,546 $6.6M
Sagace Wealth Management LLC 4.48% Reduce -2.8% 34,446 $6.6M
Modus Advisors, LLC 1.82% Add +1.0% 34,426 $6.6M
CapWealth Advisors, LLC 0.59% Reduce -4.8% 34,106 $6.5M
Lunt Capital Management, Inc. 2.51% Add +1.9% 34,095 $6.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.80% Add +3.3% 34,090 $6.5M
Black Maple Capital Management LP 5.02% Reduce -2.9% 34,050 $6.5M
Intrepid Financial Planning Group LLC 2.64% Reduce -2.8% 34,018 $6.5M
Permanens Capital L.P. 0.84% New 34,000 $6.5M
Cherry Tree Wealth Management, LLC 1.37% Add +2.1% 33,692 $6.5M
Fca Corp. 1.82% Reduce -0.1% 33,662 $6.5M
Thoroughbred Financial Services, LLC 0.39% Add +3.2% 33,621 $6.5M
Marex Group Ltd 0.07% Add +958.7% 33,551 $6.4M
Fifth Third Wealth Advisors LLC 0.22% Reduce -0.4% 33,518 $6.4M
Balefire, LLC 1.21% Reduce -0.9% 33,375 $6.4M
Pettyjohn, Wood & White, Inc. 1.02% Add +9.7% 33,245 $6.4M
GWN Securities Inc. 1.21% Add +14.6% 33,021 $6.3M
Wealth Care LLC 5.59% — 32,781 $6.3M
Park Place Capital Corp 1.26% Reduce -58.3% 32,725 $6.3M
Balyasny Asset Management L.P. 0.01% New 32,457 $6.2M
Paces Ferry Wealth Advisors, LLC 2.58% Add +7.8% 32,304 $6.2M
Capstone Wealth Management Group, LLC 2.60% New 32,301 $6.2M
Abundance Wealth Counselors 0.89% Add +4.3% 32,226 $6.2M
Stone Summit Wealth LLC 1.71% Add +1.5% 32,102 $6.2M
Optima Capital LLC 2.86% Add +13.1% 32,094 $6.2M
BigSur Wealth Management LLC 1.72% Add +58.0% 32,039 $6.1M
Lake Street Private Wealth, LLC 0.79% Reduce -5.8% 32,035 $6.1M
Snowden Capital Advisors LLC 0.16% Add +16.5% 31,973 $6.1M
Eldridge Investment Advisors, Inc. 1.34% Reduce -1.4% 31,952 $6.1M
Coastal Bridge Advisors, LLC 0.43% Add +30.1% 31,929 $6.1M
Well Done, LLC 0.90% Reduce -12.8% 31,871 $6.1M
Azimuth Capital Investment Management LLC 0.23% Add +5.2% 31,809 $6.1M
KLCM Advisors, Inc. 0.53% Add +1.4% 31,798 $6.1M
Spire Wealth Management 0.21% Add +71.8% 31,778 $6.1M
Precedent Wealth Partners, LLC 1.22% Add +2.4% 31,716 $6.1M
Kingsview Wealth Management, LLC 0.08% Add +48.2% 31,646 $6.1M
Paulson Wealth Management Inc. 1.42% Add +37.9% 31,578 $6.1M
Cordgrass Capital Advisors, LLC 1.42% Add +0.7% 31,558 $6.1M
Partners Capital Investment Group, LLP 0.23% Add +0.4% 31,484 $6.0M
PCM Encore, LLC 1.24% Add +16.2% 31,462 $6.0M
Pettinga Financial Advisors LLC 1.13% Add +16.2% 31,306 $6.0M
Burke & Herbert Bank & Trust Co. 1.66% Add +1.4% 31,297 $6.0M
Wealthfront Advisers LLC 0.01% Add +15.7% 31,185 $6.0M
Joel Isaacson & Co., LLC 0.20% Add +98.3% 31,097 $6.0M
Gainplan LLC 4.48% New 31,068 $6.0M
Elgethun Capital Management 0.99% Add +2.4% 31,052 $6.0M
Clear Harbor Asset Management, LLC 0.41% Add +3.6% 30,982 $5.9M
Financial Enhancement Group LLC 0.74% Add +63.1% 29,232 $5.9M
Focus Financial Network, Inc. 0.21% Reduce -3.3% 30,757 $5.9M
Simmons Bank 0.40% Reduce -0.4% 30,753 $5.9M
General American Investors Co. Inc. 0.39% No change 30,611 $5.9M
Johnson Bixby & Associates, LLC 0.73% Reduce -2.7% 30,542 $5.9M
Cape Investment Advisory, Inc. 1.95% Add +1.0% 30,510 $5.9M
Founders Financial Securities LLC 0.33% Add +28.3% 29,542 $5.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +52.4% 30,470 $5.8M
Great Diamond Partners, LLC 1.12% Add +1.5% 30,415 $5.8M
Crumly & Associates Inc. 1.23% Reduce -19.0% 30,401 $5.8M
San Luis Wealth Advisors LLC 0.96% Add +6.5% 30,377 $5.8M
Verition Fund Management LLC 0.06% Reduce -48.7% 30,196 $5.8M
WealthShield Partners, LLC 0.64% Reduce -7.7% 30,150 $5.8M
U.S. Capital Wealth Advisors, LLC 0.15% Add +2.2% 30,085 $5.8M
Marino, Stram & Associates LLC 1.03% Add +9.0% 29,979 $5.8M
Atlantic Edge Private Wealth Management, LLC 1.41% Add +3.6% 29,908 $5.7M
MLP3, LLC 6.34% Add +8.0% 29,829 $5.7M
Maxi Investments CY Ltd 1.25% New 29,825 $5.7M
Grant Street Asset Management, Inc. 1.09% Add +0.6% 29,556 $5.7M
TCP Asset Management, LLC 0.73% New 29,437 $5.6M
CRA Financial Services, LLC 0.73% Add +0.4% 29,430 $5.6M
Phoenix Wealth Advisors 2.22% Add +3.3% 29,324 $5.6M
Fulton Breakefield Broenniman LLC 0.37% Add +17.2% 29,282 $5.6M
FSM Wealth Advisors, LLC 0.72% Add +10.1% 29,267 $5.6M
Joseph P. Lucia & Associates, LLC 2.00% Add +10.4% 29,147 $5.6M
Orion Capital Management LLC 1.92% Add +7.5% 28,971 $5.6M
Garden State Investment Advisory Services LLC 1.33% Reduce -3.0% 28,837 $5.5M
NorthRock Partners, LLC 0.09% Add +192.9% 28,809 $5.5M
Delta Wealth Advisors LLC 4.20% Add +0.9% 28,730 $5.5M
Swiss Re Ltd. 33.43% New 28,500 $5.5M
O'shaughnessy Asset Management, LLC 0.03% Add +12.3% 28,481 $5.5M
Apollon Wealth Management, LLC 0.09% Reduce -5.0% 28,436 $5.5M
Horizon Wealth Management, LLC 0.79% Add +3.8% 28,203 $5.4M
Empowered Funds, LLC 0.03% Reduce -2.6% 28,119 $5.4M
Steel Grove Capital Advisors, LLC 0.57% Add +17.1% 28,105 $5.4M
Caprock Group, LLC 0.13% Reduce -1.9% 28,067 $5.4M
Pinnacle Wealth Management Group, Inc. 2.63% Reduce -10.2% 27,913 $5.4M
Compass Capital Corp. /Ma/ 1.92% Reduce -2.2% 26,245 $5.4M
Kiley Juergens Wealth Management, LLC 0.94% Add +23.2% 27,820 $5.3M
Waycross Investment Management Co 5.10% Add +812.7% 27,811 $5.3M
Excalibur Management Corp. 1.91% Add +11.8% 27,623 $5.3M
Bison Wealth, LLC 0.51% Add +0.6% 26,093 $5.3M
Garner Asset Management Corp 2.08% Add +20.1% 27,580 $5.3M
RVW Wealth, LLC 0.41% Reduce -35.8% 27,549 $5.3M
Nvest Wealth Strategies, Inc. 3.72% Add +15.0% 27,527 $5.3M
Darrow Company, Inc. 2.37% Reduce -0.1% 27,484 $5.3M
Radnor Capital Management, LLC 0.78% Add +55.8% 27,453 $5.3M
Milestone Investment Advisors LLC 1.27% Add +1.1% 27,437 $5.3M
Royal Harbor Partners, LLC 1.78% New 27,385 $5.3M
AlTi Global, Inc. 0.11% Add +20.3% 27,242 $5.3M
Carret Asset Management, LLC 0.51% Add +9.6% 27,369 $5.3M
Steinberganna Wealth Management 2.50% Reduce -0.1% 27,168 $5.2M
Freedom Day Solutions, LLC 1.40% Add +18.5% 27,158 $5.2M
Romano Brothers and Company 0.59% Add +4.2% 27,119 $5.2M
Gambit Capital Management, LLC 3.73% New 27,097 $5.2M
Evoke Wealth, LLC 0.10% Add +8.7% 27,013 $5.2M
Sage Capital Management, LLC 2.43% Reduce -2.2% 26,880 $5.2M
Global Wealth Management, LLC 2.81% Reduce -2.0% 26,883 $5.2M
Beese Fulmer Investment Management, Inc. 0.33% Add +13.8% 26,810 $5.1M
Grange Capital, LLC 5.12% Add +0.3% 26,780 $5.1M
Meridian Investment Counsel Inc. 1.22% Add +0.8% 26,759 $5.1M
Genesis Private Wealth, LLC 1.61% Reduce -0.3% 26,623 $5.1M
Whitford Management LLC 5.20% New 26,517 $5.1M
Bauman Advisory Group, LLC 3.55% New 26,402 $5.1M
Lester Murray Antman dba SimplyRich 1.28% No change 26,084 $5.0M
Taylor & Morgan Wealth Management, LLC 2.85% Reduce -1.4% 26,047 $5.0M
Sunbelt Securities, Inc. 0.31% Add +7.8% 25,916 $5.0M
SMART Wealth LLC 1.45% Add +33.3% 25,864 $5.0M
O'ROURKE & COMPANY, Inc 1.96% Add +5.2% 25,770 $4.9M
Sterling Capital Management LLC 0.09% Add +569.2% 25,719 $4.9M
Krilogy Financial LLC 0.16% Reduce -5.5% 24,590 $4.9M
Harel Insurance Investments & Financial Services Ltd. 0.03% Add +187.6% 25,741 $4.9M
Moors & Cabot, Inc. 0.21% Reduce -2.6% 25,620 $4.9M
River Wealth Advisors LLC 0.56% New 25,619 $4.9M
Wedbush Securities Inc. 0.14% Add +33.1% 25,610 $4.9M
International Assets Investment Management, LLC 0.34% Add +8.2% 25,432 $4.9M
Market Street Wealth Management Advisors LLC 0.77% Reduce -0.6% 25,489 $4.9M
Modern Wealth Management, LLC 0.08% Reduce -7.9% 25,390 $4.9M
Catalina Capital Group, LLC 2.97% Add +4.1% 25,243 $4.8M
Verdence Capital Advisors LLC 0.28% Add +3.8% 25,160 $4.8M
Investment Advisory Services Inc. /TX 1.53% Add +1.9% 25,065 $4.8M
Standard Family Office LLC 4.97% New 25,040 $4.8M
AE Wealth Management LLC 0.03% Add +38.7% 24,974 $4.8M
Roundview Capital LLC 0.30% Add +1.1% 24,970 $4.8M
Strategy Asset Managers LLC 0.78% Add +1.2% 24,863 $4.8M
CVFG LLC 0.59% Add +4.9% 24,738 $4.7M
RMR Capital Management, LLC 3.39% Add +5.7% 24,449 $4.7M
Defined Wealth Management, LLC 2.75% Reduce -0.5% 24,429 $4.7M
Ascentis Independent Advisors 0.35% Add +190.4% 24,425 $4.7M
Credit Agricole S A 0.02% Reduce -3.1% 24,366 $4.7M
Wakefield Asset Management LLLP 1.23% Add +2.3% 24,214 $4.6M
Investment House LLC 0.24% Reduce -22.5% 24,109 $4.6M
Trueblood Wealth Management, LLC 1.80% Add +6.3% 24,044 $4.6M
Mountain Pacific Investment Advisers LLC 0.79% Add +4.5% 24,043 $4.6M
B. Riley Wealth Advisors, Inc. 0.30% Add +11.5% 24,502 $4.6M
Bulltick Wealth Management, LLC 1.02% Reduce -21.1% 23,994 $4.6M
Raffa Wealth Management, LLC 0.72% Add +0.4% 23,971 $4.6M
Edmond DE Rothschild Holding S.A. 0.07% Add +23.0% 23,939 $4.6M
Evergreen Wealth Management, LLC 2.34% Add +33.9% 23,649 $4.5M
Maripau Wealth Management LLC 1.99% Add +8.2% 23,537 $4.5M
Inkwell Capital LLC 4.61% Reduce -21.8% 23,525 $4.5M
Cadent Capital Advisors, LLC 1.19% Reduce -67.7% 23,453 $4.5M
Cannell & Spears LLC 0.09% Reduce -3.8% 23,425 $4.5M
Sax Wealth Advisors, LLC 0.22% No change 23,447 $4.5M
Cannon Advisors, Inc. 3.33% Add +1.9% 23,387 $4.5M
Confluence Wealth Services, Inc. 0.17% Reduce -32.4% 23,336 $4.5M
Belpointe Asset Management LLC 0.16% Add +82.8% 23,208 $4.5M
CVS HEALTH Corp 2.08% New 23,000 $4.4M
Bailard, Inc. 0.10% Add +3.2% 22,906 $4.4M
SkyView Investment Advisors, LLC 0.59% Reduce -18.0% 22,825 $4.4M
Retireful, LLC 6.16% Reduce -48.0% 22,799 $4.4M
Fonville Wealth Management LLC 0.83% Reduce -1.7% 22,753 $4.4M
Ironsides Asset Advisors, LLC 1.09% Add +0.8% 22,647 $4.3M
Gator Capital Management, LLC 0.93% Add +0.1% 22,601 $4.3M
Alta Wealth Advisors LLC 1.41% Reduce -1.4% 22,600 $4.3M
Mgo One Seven LLC 0.09% Add +0.8% 22,562 $4.3M
Patten & Patten Inc. 0.26% Add +14.3% 22,221 $4.3M
Evolution Wealth Advisors, LLC 0.43% Add +14.7% 22,106 $4.2M
Atria Investments, Inc 0.05% Reduce -20.9% 21,952 $4.2M
Bessemer Group Inc. 0.01% Add +36.9% 21,929 $4.2M
Hilltop Holdings Inc. 0.38% Reduce -14.9% 21,908 $4.2M
Sunpointe, LLC 1.38% Reduce -8.4% 21,894 $4.2M
Wealth Enhancement Trust Services, Inc. 0.51% New 21,811 $4.2M
Costello Asset Management, INC 1.44% Reduce -0.7% 21,668 $4.2M
Hegarty Advisors, LLC 3.28% Reduce -16.8% 21,660 $4.2M
Equity Investment Corp. 0.08% Add +0.4% 21,639 $4.2M
GC Wealth Management RIA, LLC 0.17% Add +15.8% 21,546 $4.1M
Valmark Advisers, Inc. 0.05% Add +8.4% 21,428 $4.1M
Ceera Investments, LLC 1.80% Add +10.7% 21,418 $4.1M
Wick Capital Partners, LLC 0.75% Add +31.4% 25,563 $4.1M
Great Valley Advisor Group, Inc. 0.07% Add +5.0% 21,356 $4.1M
Sheets Smith Wealth Management 0.46% Add +0.3% 21,346 $4.1M
Central Pacific Bank - Trust Division 0.54% Reduce -1.0% 21,310 $4.1M
Telos Capital Management, Inc. 0.39% Add +2.3% 21,187 $4.1M
Keystone Financial Group 0.28% Add +7.2% 21,169 $4.1M
Viawealth, LLC 2.26% Add +1.8% 21,137 $4.1M
River's Edge Wealth Management, LLC 3.80% Add +3.5% 20,021 $4.0M
KPP Advisory Services LLC 0.59% Add +2.0% 21,034 $4.0M
Access Financial Services, Inc. 1.43% Reduce -5.8% 20,985 $4.0M
Edgestream Partners, L.P. 0.13% Add +10.7% 20,950 $4.0M
Aspiriant, LLC 0.11% Add +16.3% 20,936 $4.0M
Ashton Thomas Private Wealth, LLC 0.09% Reduce -1.1% 20,820 $4.0M
Benchmark Financial Wealth Advisors, LLC 1.10% Add +0.9% 20,781 $4.0M
Prime Capital Investment Advisors, LLC 0.05% Reduce -10.4% 20,756 $4.0M
Maltin Wealth Management, Inc. 1.52% Reduce -3.0% 20,738 $4.0M
Tranquilli Financial Advisor LLC 2.31% Reduce -4.3% 20,596 $4.0M
Kelleher Financial Advisors 1.01% Reduce -82.0% 21,645 $3.9M
Calamos Wealth Management LLC 0.14% No change 20,431 $3.9M
Calamos Advisors LLC 0.02% New 20,431 $3.9M
Shepherd Financial Partners LLC 0.37% Reduce -11.2% 20,408 $3.9M
GoalVest Advisory LLC 0.76% Add +10688.4% 20,390 $3.9M
Cowa, LLC 1.14% Add +7.7% 20,351 $3.9M
Legacy Capital Wealth Partners, LLC 0.80% New 20,347 $3.9M
Acorn Wealth Advisors, LLC 1.14% Reduce -6.7% 20,308 $3.9M
Second Line Capital, LLC 0.74% Reduce -74.8% 19,112 $3.9M
Meridian Financial Advisors, LLC 2.12% Reduce -3.5% 20,245 $3.9M
Lockheed Martin Investment Management Co. 0.14% No change 20,000 $3.8M
Amplius Wealth Advisors, LLC 0.32% Reduce -1.8% 19,964 $3.8M
LexAurum Advisors, LLC 0.50% — 19,939 $3.8M
First National Bank of Mount Dora, Trust Investment Services 0.82% No change 19,827 $3.8M
Tudor Investment Corporation 0.02% New 19,807 $3.8M
Moneta Group Investment Advisors LLC 0.03% Reduce -10.8% 19,780 $3.8M
Battery Global Advisors, LLC 2.04% Add +179390.9% 19,744 $3.8M
Cambria Investment Management, L.P. 0.21% Reduce -10.4% 19,701 $3.8M
Nwam LLC 0.22% Reduce -1.8% 19,668 $3.8M
Prostatis Group LLC 0.96% Reduce -11.7% 19,584 $3.8M
Samalin Investment Counsel, LLC 1.33% Add +149.4% 19,493 $3.7M
Mosaic Financial Group, LLC 2.65% Add +0.1% 19,456 $3.7M
Jacobi Capital Management LLC 0.21% Reduce -2.0% 19,363 $3.7M
Bearing Point Capital, LLC 0.58% Reduce -17.6% 19,177 $3.7M
Global Financial Private Client, LLC 1.20% Add +9.3% 19,159 $3.7M
Strong Tower Advisory Services 0.69% Reduce -44.7% 19,134 $3.7M
Stock Yards Bank & Trust Co. 0.11% Reduce -9.0% 19,110 $3.7M
Alexander Labrunerie & Co., Inc. 1.38% Add +16.3% 19,025 $3.7M
Shapiro Capital Management LLC 0.23% Reduce -74.3% 19,025 $3.7M
First PREMIER Bank 0.84% Reduce -3.5% 18,990 $3.6M
Marble Wealth, LLC 0.63% Reduce -51.6% 18,807 $3.6M
Financial Planning Hawaii, Inc. 2.12% Reduce -4.4% 18,725 $3.6M
Elevation Point Wealth Partners, LLC 0.08% Add +69.5% 18,574 $3.6M
Martel Wealth Advisors LLC 0.61% Add +2.5% 18,568 $3.6M
Regal Investment Advisors LLC 0.20% Add +7.9% 18,478 $3.5M
Stonebridge Financial Group, LLC 0.29% New 18,475 $3.5M
Investment Research Partners LLC 1.44% Add +9.6% 18,457 $3.5M
Verity Asset Management, Inc. 1.48% Reduce -0.6% 18,433 $3.5M
Mark Sheptoff Financial Planning, LLC 1.86% Add +9.5% 17,322 $3.5M
Wellspring Financial Advisors, LLC 0.26% Add +2.4% 18,323 $3.5M
Clear Creek Financial Management, LLC 0.27% Add +2.1% 18,306 $3.5M
Meridian Wealth Management, LLC 0.12% Add +36.9% 18,293 $3.5M
Oxbow Advisors, LLC 0.30% Reduce -21.5% 18,209 $3.5M
Lexington Hill Partners, LLC 1.97% Add +0.3% 18,161 $3.5M
McAlister, Sweet & Associates, Inc. 2.17% Reduce -53.9% 18,142 $3.5M
Keystone Global Partners, LLC 1.55% Add +136.5% 18,048 $3.5M
Wellington Shields Capital Management, LLC 0.51% Add +169.0% 17,820 $3.4M
Van Hulzen Asset Management, LLC 0.25% Add +1.5% 17,746 $3.4M
BostonPremier Wealth LLC 1.75% Add +5.1% 17,667 $3.4M
Private Client Services, LLC 1.01% Add +119.5% 17,653 $3.4M
Stegner Investment Associates Inc. 1.85% New 17,631 $3.4M
Advisors Preferred, LLC 0.50% Reduce -38.8% 17,617 $3.4M
Moore Capital Management, LP 0.13% Reduce -98.6% 17,516 $3.4M
Intellectus Partners, LLC 0.68% Add +9.6% 17,370 $3.3M
Retirement Planning Group, LLC 0.10% Add +245.8% 17,343 $3.3M
Ameraudi Asset Management, Inc. 1.81% Add +20.9% 17,332 $3.3M
Jaffetilchin Investment Partners, LLC 0.20% Add +5.5% 17,310 $3.3M
Vestmark Advisory Solutions, Inc. 0.04% Add +59.2% 17,305 $3.3M
Bigelow Investment Advisors, LLC 1.33% Add +16.6% 17,297 $3.3M
Kovack Advisors, Inc. 0.18% Add +30.5% 17,243 $3.3M
Williams Jones Wealth Management, LLC. 0.04% Add +4.5% 17,235 $3.3M
Jordan Park Group LLC 0.18% No change 17,200 $3.3M
Fort Sheridan Advisors LLC 0.40% New 17,183 $3.3M
Kelly Financial Group LLC 0.83% Reduce -2.2% 17,110 $3.3M
Lyell Wealth Management, LP 0.24% Add +6.1% 17,000 $3.3M
Chicago Partners Investment Group LLC 0.07% Reduce -0.7% 16,099 $3.3M
Lord & Richards Wealth Management, LLC 2.85% Add +4.0% 16,924 $3.2M
Atlas Wealth LLC 1.29% Reduce -9.4% 16,860 $3.2M
Fortis Capital Advisors, LLC 0.42% Add +86.9% 16,855 $3.2M
Aprio Wealth Management, LLC 0.18% Add +6.4% 16,811 $3.2M
Rehmann Capital Advisory Group 0.17% Add +47.9% 16,788 $3.2M
Advisory Research Inc. 0.39% Add +5.8% 16,405 $3.1M
WCG Wealth Advisors LLC 0.09% New 16,348 $3.1M
Wingate Wealth Advisors, Inc. 1.68% Add +26.2% 16,345 $3.1M
Fourth Dimension Wealth, LLC 1.18% Add +11.6% 16,270 $3.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -27.4% 16,267 $3.1M
Boston Partners 0.00% No change 12,208 $3.1M
TPG Advisors LLC 1.94% Add +22.9% 16,204 $3.1M
Perryman Financial Advisory Inc. 0.47% Add +2.9% 16,192 $3.1M
Pinnacle Wealth Planning Services, Inc. 0.32% Add +5.2% 16,176 $3.1M
Chilton Investment Co. Inc. 0.07% Add +28.1% 16,138 $3.1M
Madison Wealth Partners, Inc 0.49% Reduce -1.5% 16,116 $3.1M
SlateStone Wealth, LLC 0.25% Add +9.2% 16,079 $3.1M
Bouchey Financial Group, Ltd. 0.23% Reduce -3.2% 15,579 $3.1M
Brightwater Advisory LLC 2.02% Reduce -1.6% 15,897 $3.1M
Graetz Wealth LLC 2.71% New 15,795 $3.0M
Madrid Wealth Management, LLC 2.28% Add +0.5% 15,759 $3.0M
Spinnaker Trust 0.17% Add +22.3% 15,686 $3.0M
Koss-Olinger Consulting, LLC 0.25% Reduce -14.7% 15,666 $3.0M
Aureus Asset Management, LLC 0.20% New 15,617 $3.0M
Rothschild Wealth LLC 0.27% Add +2.7% 15,580 $3.0M
SteelPeak Wealth, LLC 0.09% Add +190.4% 15,559 $3.0M
PFG Advisors 0.15% Add +70.2% 15,529 $3.0M
Private Trust Co. NA 0.27% Add +1.9% 15,502 $3.0M
Penobscot Investment Management Company, Inc. 0.23% Add +137.7% 15,494 $3.0M
GEM Asset Management, LLC 1.31% Add +0.3% 15,477 $3.0M
WBH Advisory Inc. 0.22% New 15,401 $3.0M
Alpha Omega Wealth Management LLC 0.48% Reduce -0.3% 15,434 $3.0M
EFG International AG 0.06% Add +6.5% 15,421 $3.0M
Stillwater Private Wealth, LLC 2.50% — 15,402 $3.0M
Delos Wealth Advisors, LLC 1.69% Add +4.1% 15,364 $2.9M
Roger Wittlin Investment Advisory, LLC 2.41% Reduce -5.0% 15,355 $2.9M
Counterweight Ventures, LLC 1.65% Reduce -1.4% 15,344 $2.9M
Kingswood Wealth Advisors, LLC 0.14% Add +18.7% 15,292 $2.9M
Farmers National Bank 0.64% Add +2.5% 15,233 $2.9M
Drexel Morgan & Co. 0.43% No change 15,215 $2.9M
Capital Analysts, LLC 0.08% Reduce -1.7% 15,183 $2.9M
Baker Ellis Asset Management LLC 0.35% Reduce -6.2% 15,185 $2.9M
Cushing Capital Partners, LLC 2.23% Reduce -5.1% 15,148 $2.9M
BCS Private Wealth Management, Inc. 0.88% Add +18.3% 15,094 $2.9M
Roman Butler Fullerton & Co. 0.80% Add +7.3% 14,590 $2.9M
Godshalk Welsh Capital Management, Inc. 1.67% Add +3.0% 15,019 $2.9M
Birinyi Associates Inc. 0.78% New 14,944 $2.9M
Regions Financial Corp. 0.02% Add +68.8% 14,920 $2.9M
Kennicott Capital Management LLC 1.56% Reduce -27.5% 14,908 $2.9M
Sincerus Advisory, LLC 2.16% Add +6.8% 14,869 $2.9M
Cordoba Advisory Partners LLC 0.79% Reduce -26.2% 14,857 $2.9M
Wesbanco Bank Inc. 0.08% Add +8.8% 14,747 $2.8M
Whittier Trust Co. 0.03% Add +11.9% 14,574 $2.8M
Greenland Capital Management LP 0.65% Add +258.8% 14,699 $2.8M
AdvisorNet Financial, Inc 0.15% Reduce -6.5% 14,676 $2.8M
Natixis Advisors, LLC 0.00% Add +13.6% 14,663 $2.8M
American Capital Advisory, LLC 1.14% Reduce -0.3% 14,636 $2.8M
Tandem Investment Partners LLC 2.38% Add +1.0% 14,625 $2.8M
Natixis 0.01% Add +40.9% 14,548 $2.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.18% Reduce -26.9% 14,466 $2.8M
Pine Valley Investments Ltd Liability Co 0.14% Add +20.5% 14,461 $2.8M
Fiduciary Alliance LLC 0.17% Add +6.5% 13,868 $2.8M
Smith Chas P & Associates Pa Cpas 0.15% Reduce -0.1% 14,403 $2.8M
Marco Investment Management LLC 0.21% Reduce -1.8% 14,388 $2.8M
Blue Capital, Inc. 1.80% New 14,333 $2.8M
Ridgepath Capital Management LLC 1.37% New 14,329 $2.8M
Davis R M Inc. 0.05% Add +1.9% 14,312 $2.7M
Destination Wealth Management 0.07% Add +309.2% 14,256 $2.7M
Ticino Wealth 0.95% Reduce -3.8% 12,567 $2.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 14,223 $2.7M
Kestra Investment Management, LLC 0.05% Add +9.2% 14,191 $2.7M
Governors Lane LP 0.34% New 14,178 $2.7M
Meadow Creek Wealth Advisors LLC 1.75% Reduce -0.8% 14,085 $2.7M
Purkiss Capital Advisors LLC 1.18% Add +14.9% 14,008 $2.7M
First National Trust Co 0.09% Add +6.8% 13,995 $2.7M
NWF Advisory Services Inc. 0.30% Add +32.9% 13,956 $2.7M
Epiq Partners, LLC 1.28% Add +0.7% 13,860 $2.7M
Francis Financial, Inc. 0.49% Add +0.3% 13,859 $2.7M
Soundwatch Capital LLC 0.33% No change 13,819 $2.7M
HBK Sorce Advisory LLC 0.05% Add +5.9% 12,991 $2.7M
Cornerstone Wealth Group, LLC 0.17% Reduce -1.3% 13,088 $2.7M
Centaurus Financial, Inc. 0.13% Add +9.5% 13,793 $2.6M
Inscription Capital, LLC 0.28% Add +25.8% 13,718 $2.6M
Fearless Solutions, LLC dba Best Invest 1.59% Add +0.5% 13,699 $2.6M
Brighton Jones LLC 0.06% New 13,626 $2.6M
Klingman & Associates, LLC 0.13% No change 13,603 $2.6M
Quantbot Technologies LP 0.11% New 13,603 $2.6M
Tower Bridge Advisors 0.25% New 13,596 $2.6M
WASHINGTON TRUST Co 0.09% Add +6.2% 13,587 $2.6M
Burns J W & Co. Inc. 0.30% Add +1.9% 13,575 $2.6M
Sowell Financial Services LLC 0.10% Reduce -3.4% 13,533 $2.6M
Greenwich Wealth Management LLC 0.11% Reduce -1.1% 13,508 $2.6M
Riverbend Wealth Management, LLC 1.60% Add +5.5% 13,436 $2.6M
Schrum Private Wealth Management LLC 1.96% Reduce -0.8% 13,399 $2.6M
Avail Investment Partners, LLC 2.72% — 13,294 $2.6M
XTX Topco Ltd 0.04% Add +28.9% 13,280 $2.5M
Crescent Grove Advisors, LLC 0.25% Add +183.3% 13,268 $2.5M
Waterford Advisors, LLC 0.81% Reduce -1.0% 13,526 $2.5M
Fiduciary Group, LLC 0.22% Add +2.7% 13,239 $2.5M
Silver Oak Securities, Incorporated 0.18% Reduce -52.7% 13,179 $2.5M
First National Bank of Omaha 0.08% Add +2.7% 13,366 $2.5M
Invst, LLC 0.29% Add +358.6% 13,157 $2.5M
Whittier Trust Co. of Nevada Inc. 0.05% Add +20.1% 13,018 $2.5M
PCG Wealth Advisors, LLC 0.64% Add +64.1% 13,105 $2.5M
Commerce Advisors, LLC 2.11% — 13,099 $2.5M
Visionary Horizons, LLC 1.24% Reduce -21.9% 13,094 $2.5M
Arrowroot Family Office, LLC 0.83% Add +123.8% 13,084 $2.5M
Shrier Wealth Management, LLC 0.92% Reduce -2.1% 13,030 $2.5M
Tudor Financial Inc. 1.27% Add +1.2% 12,945 $2.5M
Valued Retirements, Inc. 2.42% Add +3.2% 12,919 $2.5M
Laraway Financial Advisors Inc 1.74% Reduce -0.7% 12,898 $2.5M
Private Advisory Group LLC 0.17% Add +17.1% 12,868 $2.5M
Ciovacco Capital Management LLC 1.43% Reduce -1.2% 12,808 $2.5M
Hyposwiss Advisors SA 2.42% No change 12,745 $2.4M
Biondo Investment Advisors, LLC 0.31% Add +5.5% 12,722 $2.4M
Hourglass Capital, LLC 0.50% New 12,620 $2.4M
REDW Wealth LLC 0.96% Reduce -21.6% 12,595 $2.4M
Old National Bancorp 0.04% Add +9.8% 12,562 $2.4M
Welch Capital Partners LLC 0.54% No change 12,488 $2.4M
Meridian Wealth Advisors, LLC 0.32% No change 12,486 $2.4M
Cape Ann Savings Bank 1.20% No change 12,475 $2.4M
Weil Company, Inc. 0.54% Reduce -26.0% 12,474 $2.4M
Creative Financial Designs Inc. 0.14% Add +56.9% 12,416 $2.4M
Lionsbridge Wealth Management LLC 2.38% Reduce -27.1% 12,357 $2.4M
CoreFirst Bank & Trust 1.26% Add +8.8% 12,357 $2.4M
Moneco Advisors, LLC 0.18% Reduce -5.3% 12,343 $2.4M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +4.8% 12,272 $2.4M
Saxony Capital Management, LLC 1.36% Add +46.5% 12,191 $2.3M
Western Wealth Management, LLC 0.09% Add +27.1% 12,188 $2.3M
Financial Solutions Advisory Group, Inc. 0.32% — 12,186 $2.3M
AssuredPartners Investment Advisors, LLC 0.25% Add +25.2% 12,034 $2.3M
Pension & Wealth Management Advisors, Inc. 0.69% Add +0.1% 12,132 $2.3M
Strategic Financial Concepts, LLC 0.57% New 12,129 $2.3M
EverSource Wealth Advisors, LLC 0.07% Add +12.0% 12,116 $2.3M
Milestone Asset Management Group, LLC 1.36% Add +4.4% 12,086 $2.3M
OMNI 360 Wealth, Inc. 1.20% Add +4.7% 12,078 $2.3M
Banta Asset Management LP 2.33% Add +39.8% 12,075 $2.3M
Fortune Financial Advisors, LLC 1.18% Reduce -3.3% 12,032 $2.3M
BTC Capital Management, Inc. 0.16% No change 12,000 $2.3M
Moss Adams Wealth Advisors LLC 0.17% Reduce -75.0% 11,962 $2.3M
Delta Investment Management, LLC 0.41% Add +14.2% 11,933 $2.3M
Farnam Financial LLC 1.88% Add +0.0% 11,901 $2.3M
Tripletail Wealth Management, LLC 3.11% Add +9.2% 11,822 $2.3M
MTM Investment Management, LLC 0.72% Add +0.1% 11,883 $2.3M
Triangle Securities Wealth Management 0.52% Add +1.3% 11,880 $2.3M
Merkkuri Wealth Advisors LLC 1.51% Add +0.5% 11,865 $2.3M
Exit Wealth Advisors, LLC. 1.17% Add +90.9% 11,865 $2.3M
Savant Capital, LLC 0.01% Add +9.0% 11,803 $2.3M
Dodds Wealth, LLC 0.55% Add +0.0% 11,760 $2.3M
CORDA Investment Management, LLC. 0.16% Add +37.1% 11,744 $2.3M
BOK Financial Private Wealth, Inc. 0.14% Reduce -1.0% 11,743 $2.3M
Astra Wealth Partners LLC 1.41% Add +33.8% 11,663 $2.2M
BKM Wealth Management, LLC 0.82% Add +0.1% 11,659 $2.2M
Tranquility Partners, LLC 0.84% Add +0.6% 12,218 $2.2M
SevenBridge Financial Group, LLC 0.35% Reduce -78.2% 10,971 $2.2M
Greykasell Wealth Strategies, Inc. 0.89% Add +0.0% 11,553 $2.2M
Factorial Partners, LLC 1.60% Reduce -43.4% 11,500 $2.2M
KWB Wealth 0.22% No change 11,500 $2.2M
Asset Allocation & Management Company, LLC 0.82% No change 11,468 $2.2M
Root Financial Partners, LLC 0.10% Add +0.9% 11,412 $2.2M
Outlook Wealth Advisors, LLC 0.53% Add +0.3% 11,411 $2.2M
LGL Partners, LLC 0.90% Add +0.4% 11,406 $2.2M
Dana Investment Advisors, Inc. 0.07% Reduce -2.4% 11,363 $2.2M
Horizon Bancorp Inc. 1.04% New 11,280 $2.2M
Provident Wealth Management, LLC 0.65% Reduce -5.1% 11,271 $2.2M
Compass Wealth Management, LLC 0.92% Reduce -1.8% 11,239 $2.2M
PW Nova Financial Services LLC 0.58% Add +16.3% 11,182 $2.1M
Parisi Gray Wealth Management 0.51% Add +8.9% 11,164 $2.1M
NovaPoint Capital, LLC 0.54% Add +0.2% 11,141 $2.1M
EagleClaw Capital Managment, LLC 0.30% Add +9.7% 11,140 $2.1M
Peak Planning Group, LLC 0.59% Reduce -18.7% 11,137 $2.1M
Beacon Financial Advisory LLC 0.48% Add +15.8% 11,122 $2.1M
Hudson Oak Wealth Advisory LLC 1.85% Add +39.2% 11,112 $2.1M
Patriot Investment Management Group, Inc. 0.14% Reduce -0.8% 11,087 $2.1M
Net Worth Advisory Group 0.44% Reduce -2.1% 11,024 $2.1M
Towle & Co. 0.82% New 11,021 $2.1M
Ardsley Advisory Partners LP 0.32% New 11,000 $2.1M
Heritage Wealth Management, Inc. 1.04% Add +25.3% 10,992 $2.1M
Everest Private Wealth 1.06% Add +0.0% 10,866 $2.1M
ASL Financial, LLC 1.67% Reduce -0.7% 10,863 $2.1M
AlphaStar Capital Management, LLC 0.15% Add +12.8% 10,757 $2.1M
Charis Legacy Partners, LLC 3.01% Reduce -10.0% 10,731 $2.1M
Lanark Financial, Inc. 0.15% Add +0.4% 10,720 $2.1M
Creekside Partners 0.84% Add +2.6% 10,676 $2.0M
TFR Capital, LLC. 0.63% Reduce -6.0% 10,651 $2.0M
Exchange Traded Concepts, LLC 0.02% Add +48.7% 10,551 $2.0M
WESPAC Advisors, LLC 1.11% Add +27.1% 10,528 $2.0M
Victrix Investment Advisors 0.73% Add +0.1% 10,449 $2.0M
Monument Capital Management 0.50% Reduce -0.1% 10,435 $2.0M
Novare Capital Management LLC 0.16% Add +749.5% 10,432 $2.0M
Evolve Private Wealth, LLC 0.11% Add +0.3% 10,402 $2.0M
Atlantic Union Bankshares Corp 0.04% Add +14.0% 10,347 $2.0M
Cahill Financial Advisors Inc. 0.21% Reduce -1.7% 10,323 $2.0M
Texas Capital Bank Wealth Management Services Inc 0.12% Reduce -1.7% 10,311 $2.0M
MJP Associates Inc. 0.24% Add +0.3% 10,304 $2.0M
Visionary Wealth Advisors 0.09% Add +0.1% 10,276 $2.0M
American Alpha Advisors, LLC 1.15% Reduce -13.6% 10,259 $2.0M
Afg Fiduciary Services Limited Partnership 1.15% Add +0.4% 10,082 $2.0M
Guyasuta Investment Advisors Inc. 0.11% Reduce -13.8% 10,171 $2.0M
Wedmont Private Capital 0.06% Add +318.5% 9,844 $1.9M
Trilogy Capital Inc. 0.09% Add +0.4% 10,121 $1.9M
Principal Securities, Inc. 0.03% Add +7.1% 10,096 $1.9M
Brindle & Bay Financial Advisors, LLC 1.19% Add +6.8% 10,083 $1.9M
Independent Solutions Wealth Management, LLC 0.28% New 9,982 $1.9M
Hobbs Group Advisors, LLC 0.57% Reduce -0.1% 9,978 $1.9M
St. Louis Trust Co 0.22% No change 9,972 $1.9M
Avestar Capital, LLC 0.13% Add +3.4% 9,949 $1.9M
First Merchants Corp. 0.07% Reduce -6.5% 9,912 $1.9M
Hollencrest Capital Management 0.07% Add +25.1% 9,909 $1.9M
Highlander Partners, L.P. 0.74% No change 9,900 $1.9M
UMB Bank, n.a. 0.03% No change 9,899 $1.9M
Gilbert Capital Group, Inc. 1.47% Reduce -0.2% 9,888 $1.9M
Russell Investments Group, Ltd. 0.00% Add +48.1% 9,868 $1.9M
Cypress Capital Group 0.21% Add +4.4% 9,845 $1.9M
Osborne Partners Capital Management, LLC 0.10% Reduce -14.5% 9,760 $1.9M
Focused Alpha, LLC 0.58% Add +0.4% 9,749 $1.9M
NCM Capital Management, LLC 0.67% Add +0.1% 9,746 $1.9M
Rooted Wealth Advisors, Inc. 0.49% Add +21.1% 9,173 $1.9M
Indivisible Partners 0.17% Add +10.7% 9,732 $1.9M
Talon Private Wealth, LLC 0.25% — 9,719 $1.9M
PFG Investments, LLC 0.09% Add +11.5% 9,696 $1.9M
Vigilare Wealth Management 0.63% Reduce -86.6% 9,690 $1.9M
Keystone Wealth Services, LLC 0.40% Reduce -26.6% 9,673 $1.9M
Perennial Advisors, LLC 0.32% New 9,641 $1.9M
Signaturefd, LLC 0.03% Add +13.6% 9,635 $1.8M
Evelyn Partners Investment Management (Europe) Ltd 0.63% Add +7.4% 9,614 $1.8M
Copia Wealth Management 1.26% Add +836.8% 9,546 $1.8M
Moody LYNN Lieberson & Walker, LLC 0.10% Add +4.9% 9,532 $1.8M
American Investment Services, Inc. 0.41% No change 9,522 $1.8M
Second Half Financial Partners, LLC 0.82% Add +14.9% 9,443 $1.8M
Axis Wealth Partners, LLC 0.96% Add +5.0% 9,435 $1.8M
AMG National Trust Bank 0.04% Add +110.8% 9,409 $1.8M
NorthCoast Asset Management LLC 0.04% Reduce -2.2% 9,393 $1.8M
ProVise Management Group, LLC 0.13% Add +3.8% 9,384 $1.8M
J. Safra Sarasin Holding AG 0.03% New 9,381 $1.8M
Deltec Asset Management LLC 0.33% No change 9,317 $1.8M
Macroview Investment Management LLC 1.25% Add +3.0% 9,301 $1.8M
Grove Bank & Trust 0.20% Reduce -0.3% 9,238 $1.8M
Red Door Wealth Management, LLC 0.18% Add +403.4% 9,208 $1.8M
JT Stratford LLC 0.23% Add +62.4% 9,189 $1.8M
Elm3 Financial Group, LLC 1.49% Add +333.1% 9,185 $1.8M
Conservest Capital Advisors, Inc. 0.16% Reduce -21.6% 9,132 $1.8M
Eddie Patel Inc 1.35% New 9,132 $1.8M
Manske Wealth Management 0.49% Reduce -1.1% 9,106 $1.7M
Avidian Wealth Enterprises, LLC 0.06% Add +3.0% 9,080 $1.7M
Balentine LLC 0.07% No change 9,076 $1.7M
Pinion Investment Advisors, LLC 0.41% New 9,062 $1.7M
Pacific Capital Wealth Advisors, Inc. 0.29% Reduce -11.8% 9,040 $1.7M
Bantamac Capital, LLC 1.26% No change 9,025 $1.7M
Renasant Bank 1.22% Reduce -35.8% 9,012 $1.7M
Argent Trust Co 0.06% Add +6.3% 9,011 $1.7M
Wilmington Savings Fund Society, FSB 0.04% Add +5.9% 9,006 $1.7M
RDA Financial Network 0.43% Add +30.9% 8,866 $1.7M
Fort Point Capital Partners LLC 0.22% Reduce -54.1% 8,814 $1.7M
Smithfield Trust Co 0.07% Add +90.7% 8,808 $1.7M
Twin Focus Capital Partners, LLC 0.19% No change 8,800 $1.7M
Magnolia Capital Advisors LLC 0.33% Add +31.5% 8,756 $1.7M
Fidelis Capital Partners, LLC 0.12% New 8,745 $1.7M
Nvwm, LLC 0.37% Add +61.9% 8,740 $1.7M
M&T Bank Corp 0.01% Reduce -5.7% 8,700 $1.7M
Madison Asset Management, LLC 0.02% Add +94.3% 8,699 $1.7M
Verger Capital Management LLC 0.49% Add +0.4% 8,698 $1.7M
Midwest Trust Co 0.02% Reduce -0.8% 8,670 $1.7M
Seelaus Asset Management LLC 1.21% Add +15.4% 8,826 $1.7M
Boston Trust Walden Corp 0.01% Add +81.0% 8,604 $1.7M
Silverlake Wealth Management LLC 0.35% Add +45.6% 8,587 $1.6M
Journey Strategic Wealth LLC 0.04% Reduce -1.9% 8,555 $1.6M
Prairiewood Capital, LLC 0.47% No change 8,478 $1.6M
Atticus Wealth Management, LLC 0.44% Reduce -5.4% 8,458 $1.6M
Strathmore Capital Advisors, Inc. 0.46% Add +11.7% 8,008 $1.6M
RFG Advisory, LLC 0.03% Add +192.5% 8,423 $1.6M
Tyche Wealth Partners LLC 0.25% Add +115.0% 8,404 $1.6M
Evergreen Capital Management LLC 0.04% Add +2.5% 8,396 $1.6M
Trail Ridge Investment Advisors, LLC 0.70% Add +1.3% 8,365 $1.6M
Independent Wealth Advisors LLC 1.58% Add +11.4% 8,359 $1.6M
Daymark Wealth Partners, LLC 0.05% Reduce -13.3% 8,357 $1.6M
McCarter Private Wealth Services LLC 0.69% Reduce -14.5% 8,315 $1.6M
Leigh Baldwin & Co., LLC 1.03% Add +79.2% 8,297 $1.6M
Berkshire Asset Management LLC 0.07% No change 8,293 $1.6M
Israel Discount Bank of New York 3.47% Reduce -10.0% 8,239 $1.6M
Quadrant Capital Group LLC 0.05% Reduce -9.8% 8,211 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -5.8% 8,198 $1.6M
Forum Finance Group S.A. 0.85% — 10,190 $1.6M
Tsfg, LLC 0.24% Reduce -43.3% 8,185 $1.6M
Beaton Management Co. Inc. 0.70% No change 8,174 $1.6M
Patten Group, Inc. 0.27% Reduce -1.6% 8,171 $1.6M
Sendero Wealth Management, LLC 0.17% No change 8,164 $1.6M
Signature Estate & Investment Advisors LLC 0.03% Add +31.4% 8,158 $1.6M
Noble Wealth Management PBC 0.80% Reduce -0.5% 8,147 $1.6M
Peregrine Asset Advisers, Inc. 0.42% Add +0.1% 8,139 $1.6M
GSG Advisors LLC 0.41% Add +62.4% 8,137 $1.6M
Rainier Family Wealth Inc. 1.05% Add +93.6% 8,124 $1.6M
Advyzon Investment Management, LLC 0.14% Add +34.1% 8,103 $1.6M
Salomon & Ludwin, LLC 0.14% Add +0.8% 8,024 $1.5M
Bluesphere Advisors LLC 0.55% Add +79.5% 8,071 $1.5M
North Star Investment Management Corp. 0.09% Add +0.0% 8,064 $1.5M
Ritholtz Wealth Management 0.03% Add +44.7% 8,061 $1.5M
Herbst Group, LLC 0.95% New 8,033 $1.5M
Peak Retirement Planning, Inc. 0.31% Add +16.3% 8,026 $1.5M
Am Investment Strategies LLC 0.34% Add +16.3% 8,025 $1.5M
Cypress Asset Management Inc. 0.36% Reduce -6.1% 8,018 $1.5M
Topsail Wealth Management, LLC 0.23% Add +5.0% 8,017 $1.5M
Anchyra Partners LLC 0.46% Add +14.3% 7,972 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -0.7% 7,944 $1.5M
Legacy Wealth Management, LLC / MS 0.43% Add +20.2% 7,889 $1.5M
Kintra Wealth, LLC 0.11% Add +548.2% 7,889 $1.5M
360 Financial, Inc. 0.45% Add +0.5% 7,860 $1.5M
Archford Capital Strategies, LLC 0.17% Reduce -4.3% 7,844 $1.5M
Solstein Capital, LLC 0.61% Add +7629.7% 7,807 $1.5M
Atwater Malick LLC 0.40% Add +62.0% 7,727 $1.5M
D.B. Root & Company, LLC 0.35% Add +0.5% 7,712 $1.5M
Obermeyer Wealth Partners 0.07% Add +1.7% 7,711 $1.5M
Abound Financial, LLC 0.65% Reduce -5.6% 7,705 $1.5M
YANKCOM Partnership 0.61% No change 7,700 $1.5M
Onyx Bridge Wealth Group LLC 0.16% Add +6.6% 7,694 $1.5M
Oakmont Advisory Group, LLC 1.50% Reduce -59.2% 7,657 $1.5M
Ardent Capital Management, Inc. 0.63% No change 7,655 $1.5M
Professional Advisory Services Inc. 0.18% Add +6.8% 7,655 $1.5M
Periscope Capital Inc. 0.27% New 7,650 $1.5M
Perennial Investment Advisors, LLC 0.12% Add +43.7% 7,608 $1.5M
Oliver Luxxe Assets LLC 0.22% Add +1.5% 7,597 $1.5M
Vertex Planning Partners, LLC 0.28% Add +10.7% 7,552 $1.4M
Gilman Hill Asset Management, LLC 0.22% Reduce -2.1% 7,506 $1.4M
Capital Management Associates 2.39% No change 7,500 $1.4M
Flagstar Securities, Inc. 0.52% Reduce -6.9% 7,480 $1.4M
August Group Capital Ltd 1.67% Reduce -0.5% 7,478 $1.4M
Blue Chip Partners, LLC 0.10% Reduce -4.8% 7,452 $1.4M
Covenant Asset Management, LLC 0.29% Add +5.3% 7,443 $1.4M
SageView Advisory Group, LLC 0.05% Add +7.4% 7,420 $1.4M
Dupree Financial Group, LLC 0.57% Reduce -4.2% 7,400 $1.4M
Lazard Freres Gestion S.A.S. 0.03% New 7,400 $1.4M
Fifth Third Securities, Inc. 0.09% Add +61.1% 7,368 $1.4M
Callan Family Office, LLC 0.03% Add +21.0% 7,348 $1.4M
Taylor Securities Services, Inc. 0.66% Add +149.8% 7,324 $1.4M
Legacy Private Trust Co. 0.09% Reduce -58.0% 7,318 $1.4M
Mather Group, Llc. 0.01% Reduce -7.5% 7,231 $1.4M
Investment Planning Advisors, Inc. 0.38% Reduce -91.1% 7,192 $1.4M
Cornerstone Wealth Management, LLC 0.07% Add +8.1% 7,191 $1.4M
Rockbridge Investment Management, LCC 0.12% Reduce -1.5% 7,184 $1.4M
Sharp Wealth Advisory, LLC 0.68% Add +5.8% 7,177 $1.4M
Curry Webb Wealth Management LLC 0.65% Reduce -18.9% 7,131 $1.4M
Barrett & Company, Inc. 0.47% Add +8.4% 7,090 $1.4M
LOM Asset Management Ltd 0.39% No change 7,040 $1.4M
PKS Advisory Services, LLC 0.31% Reduce -21.8% 7,008 $1.3M
Darwin Wealth Management, LLC 0.42% Reduce -7.6% 7,007 $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
Turning Point Benefit Group, Inc. 0.85% Reduce -55.7% 6,844 $1.3M
Farmers Trust Co. 0.21% Add +91.5% 6,912 $1.3M
Simplicity Wealth,LLC 0.08% Reduce -9.6% 6,911 $1.3M
Mosaic Family Wealth Partners, LLC 0.14% Add +55.5% 6,908 $1.3M
Madden Advisory Services, Inc. 0.52% Reduce -4.4% 6,871 $1.3M
Gentry Private Wealth, LLC 0.79% New 6,809 $1.3M
Ballast Rock Private Wealth LLC 0.72% Add +0.8% 6,800 $1.3M
Independence Bank of Kentucky 0.17% Reduce -0.3% 6,789 $1.3M
Compound Planning, Inc. 0.04% Reduce -43.2% 6,782 $1.3M
Jmac Enterprises LLC 0.25% Add +6.4% 6,779 $1.3M
Silvercrest Asset Management Group LLC 0.01% Add +14.4% 6,773 $1.3M
Quadcap Wealth Management, LLC 0.15% Add +0.1% 6,738 $1.3M
Xcelsior Advisor Partners LLC 0.49% Add +4.1% 6,738 $1.3M
Madison Park Capital Advisors, LLC 1.02% Add +0.1% 6,730 $1.3M
KCM Investment Advisors LLC 0.04% Add +10.1% 6,724 $1.3M
Intellus Advisors LLC 0.18% Add +3.6% 6,722 $1.3M
Zhang Financial LLC 0.04% Add +182.2% 6,713 $1.3M
Cardiff Park Advisors, LLC 0.10% Add +0.1% 6,708 $1.3M
Insight Advisors, LLC/ PA 0.24% Add +1.5% 6,693 $1.3M
QRG Capital Management, Inc. 0.01% Add +241.9% 6,685 $1.3M
Seeds Investor LLC 0.17% New 6,417 $1.3M
DV Trading LLC 0.12% Reduce -19.2% 6,674 $1.3M
Professional Financial Advisors, LLC 0.26% New 6,654 $1.3M
Worth Asset Management, LLC 0.47% New 6,615 $1.3M
Syverson Strege & Co 0.30% No change 6,597 $1.3M
Evermay Wealth Management LLC 0.14% Reduce -2.5% 6,592 $1.3M
Shepherd Kaplan Krochuk, LLC 1.06% Add +30.6% 6,581 $1.3M
Highland Capital Management, LLC 0.07% Reduce -62.5% 6,572 $1.3M
Dudley Capital Management, LLC 0.55% No change 6,544 $1.3M
First City Capital Management, Inc. 0.66% Add +25.2% 6,536 $1.3M
PAX Financial Group, LLC 0.21% New 6,523 $1.3M
Strategic Wealth Partners, Ltd. 0.09% Reduce -1.3% 6,507 $1.2M
Charter Research & Investment Group, Inc. 0.83% Reduce -0.6% 6,507 $1.2M
Provenance Wealth Advisors, LLC 0.13% No change 6,493 $1.2M
Waddell & Associates, LLC 0.07% Add +1.6% 6,491 $1.2M
Clifford Swan Investment Counsel LLC 0.04% Reduce -20.0% 6,490 $1.2M
SeaCrest Wealth Management, LLC 0.13% Add +444.0% 6,474 $1.2M
Coordinated Financial Services, Inc. 0.73% Reduce -3.0% 6,471 $1.2M
Financial Advisory Corp 0.17% No change 6,453 $1.2M
Marshall Financial Group, LLC 0.20% Reduce -24.1% 6,452 $1.2M
Elmwood Wealth Management, Inc. 0.34% Add +3.1% 6,439 $1.2M
Opulen Financial Group LLC 0.86% Add +2.3% 6,402 $1.2M
Cornerstone Advisory, LLC 0.12% Add +32.9% 6,394 $1.2M
TFB Advisors LLC 0.64% Add +14.3% 6,389 $1.2M
JGP Wealth Management, LLC 0.13% Reduce -1.2% 6,358 $1.2M
Forum Financial Management, LP 0.02% Add +1.1% 6,335 $1.2M
Wellington-Altus USA Inc. 0.72% Add +2127.3% 5,702 $1.2M
Mycio Wealth Partners, LLC 0.24% No change 6,290 $1.2M
HHM Wealth Advisors, LLC 0.14% Add +0.6% 6,275 $1.2M
MMBG Investment Advisors Co. 0.11% Add +35.8% 6,266 $1.2M
Lathrop Investment Management Co. 0.22% Add +4.5% 6,256 $1.2M
Trust Co. of Toledo NA 0.11% Add +3.4% 6,253 $1.2M
Ocean Park Asset Management, LLC 0.07% Reduce -12.3% 6,216 $1.2M
Palumbo Wealth Management LLC 0.29% New 6,208 $1.2M
Aries Wealth Management 0.26% Add +2.5% 6,158 $1.2M
Advisory Alpha, LLC 0.03% Reduce -23.9% 6,119 $1.2M
Giverny Capital 0.04% New 6,105 $1.2M
Sentry LLC 0.37% No change 6,098 $1.2M
Summit Wealth Partners, LLC 0.19% Add +12.8% 6,097 $1.2M
Sharkey, Howes & Javer 0.16% Reduce -6.0% 6,096 $1.2M
Y-Intercept (Hong Kong) Ltd 0.02% Add +240.1% 6,094 $1.2M
Perkins Coie Trust Co 0.22% No change 6,083 $1.2M
Colorado Capital Management, Inc. 0.43% Reduce -0.1% 6,069 $1.2M
GeoWealth Management, LLC 0.04% Add +274.3% 6,052 $1.2M
Carrera Capital Advisors 0.18% Reduce -0.9% 6,038 $1.2M
1832 Asset Management L.P. 0.00% No change 6,020 $1.2M
Avant Capital LLC 0.81% Reduce -8.9% 6,015 $1.2M
Nicolet Bankshares Inc. 0.04% Add +30.4% 6,013 $1.2M
Bawa N Mallick Trust 0.47% Reduce -20.2% 6,000 $1.2M
XY Planning Network, Inc. 0.18% Add +13.1% 5,966 $1.1M
IFS Group,LLC 1.02% — 5,982 $1.1M
Retirement Investment Advisors, Inc. 0.09% No change 5,980 $1.1M
Sovran Advisors, LLC 0.09% Add +19.3% 5,629 $1.1M
SeaBridge Investment Advisors LLC 0.19% Reduce -91.6% 5,965 $1.1M
Yarger Wealth Strategies, LLC 0.46% Add +0.4% 5,963 $1.1M
Calton & Associates, Inc. 0.16% Reduce -8.5% 5,923 $1.1M
Phraction Management LLC 0.31% Add +0.7% 5,896 $1.1M
JMG Financial Group, Ltd. 0.03% No change 5,877 $1.1M
Chemistry Wealth Management LLC 0.20% Reduce -1.5% 5,852 $1.1M
Benedict Financial Advisors Inc. 0.23% New 5,836 $1.1M
Certuity, LLC 0.07% Reduce -56.3% 5,828 $1.1M
Chicago Capital, LLC 0.03% New 5,825 $1.1M
Burling Wealth Partners, LLC 0.18% Add +0.3% 5,794 $1.1M
Culbertson A N & Co. Inc. 0.14% Add +7.4% 5,770 $1.1M
Howard Capital Management Group, LLC 0.07% No change 5,767 $1.1M
Hassell Wealth Management, LLC 0.37% No change 5,759 $1.1M
Park Square Financial Group, LLC 8.38% Reduce -20.6% 5,753 $1.1M
Rossmore Private Capital 0.10% Reduce -17.3% 5,745 $1.1M
Ritter Daniher Financial Advisory LLC / DE 0.19% Reduce -2.6% 5,738 $1.1M
CCG Wealth Management, LLC 0.30% New 5,735 $1.1M
Everett Harris & Co. 0.01% Add +5.8% 5,708 $1.1M
Advisors Management Group Inc. 0.20% Add +4.7% 5,701 $1.1M
Grandfield & Dodd, LLC 0.06% Reduce -0.8% 5,691 $1.1M
Twelve Points Wealth Management LLC 0.24% Add +2.6% 5,691 $1.1M
Pictet North America Advisors SA 0.11% No change 5,690 $1.1M
Mascagni Wealth Management, Inc. 0.77% Reduce -6.5% 5,665 $1.1M
Diligent Investors, LLC 0.27% Add +4.5% 5,634 $1.1M
Grantvest Financial Group LLC 0.70% Add +0.9% 5,623 $1.1M
Boothe Investment Group, Inc. 0.35% Reduce -1.1% 5,617 $1.1M
JFS Wealth Advisors, LLC 0.06% No change 5,617 $1.1M
Becker Capital Management Inc. 0.03% No change 5,609 $1.1M
Trinity Wealth Management, LLC 0.40% Add +38.6% 5,608 $1.1M
American Institute for Advanced Investment Management, LLP 0.70% Reduce -30.3% 5,596 $1.1M
Abbot Financial Management, Inc. 0.46% Add +3.2% 5,588 $1.1M
Principal Financial Group Inc. 0.00% Reduce -7.3% 5,565 $1.1M
Sagespring Wealth Partners, LLC 0.02% Reduce -0.6% 5,565 $1.1M
Flagship Private Wealth, LLC 0.43% Reduce -20.1% 5,549 $1.1M
HT Partners LLC 0.32% Add +0.2% 5,532 $1.1M
Goodman Financial Corp 0.18% Reduce -11.2% 5,522 $1.1M
Baldwin Investment Management, LLC 0.12% Reduce -0.6% 5,505 $1.1M
Hartree Partners, LP 0.23% New 5,500 $1.1M
Elevation Wealth Partners, LLC 0.38% Add +34.4% 5,483 $1.1M
Autumn Glory Partners, LLC 0.39% Reduce -1.9% 5,471 $1.0M
IFG Advisors, LLC 0.17% Add +67.3% 5,437 $1.0M
Ameritas Advisory Services, LLC 0.04% Add +1.5% 5,421 $1.0M
Correct Capital Wealth Management 0.19% No change 5,419 $1.0M
Cambridge Associates LLC /Ma/ 0.02% No change 5,412 $1.0M
Platform Technology Partners 0.20% Reduce -31.1% 5,406 $1.0M
Mairs & Power Inc. 0.01% New 5,385 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.06% Add +193.9% 5,384 $1.0M
Abound Wealth Management 0.23% Add +14.5% 5,335 $1.0M
Atlas Brown,Inc. 0.31% Add +0.1% 5,335 $1.0M
Foguth Wealth Management, LLC. 0.12% Add +20.3% 4,870 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Add +5.2% 5,030 $1.0M
High Point Wealth Management, LLC 1.00% Reduce -12.2% 5,283 $1.0M
Cascade Financial Partners, LLC 0.10% Reduce -5.5% 5,279 $1.0M
Cambridge Advisors Inc. 0.20% Add +0.2% 5,274 $1.0M
GAMMA Investing LLC 0.05% Add +11.1% 5,272 $1.0M
Truepoint, Inc. 0.02% New 5,237 $1.0M
Harbor Advisory Corp. 0.30% No change 5,205 $999K
Invested Advisors 1.00% Add +16.0% 5,163 $991K
Odyssey Capital Advisors, Inc. 0.89% Reduce -1.0% 5,161 $990K
Apollon Financial, LLC 0.14% Add +110.4% 5,155 $989K
Lafayette Investments, Inc. 0.20% Add +12.6% 5,146 $988K
Mma Asset Management LLC 0.35% Add +9.8% 5,131 $985K
Massachusetts Wealth Management 0.43% Add +6.4% 5,131 $985K
Private Wealth Advisors, LLC 0.28% Add +43.6% 5,130 $985K
Rockland Trust Co. 0.04% New 5,104 $980K
Gen-Wealth Partners Inc 0.31% Reduce -0.2% 5,100 $979K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.19% Reduce -21.1% 5,099 $979K
Clientfirst Wealth Management, LLC 0.83% No change 5,096 $978K
Segment Wealth Management, LLC 0.06% Reduce -11.6% 5,094 $978K
Private Wealth Asset Management, LLC 0.10% No change 5,085 $976K
Wealth Advisors of Tampa Bay, LLC 0.32% Add +0.0% 5,058 $971K
Keebeck Wealth Management 0.11% Reduce -33.4% 5,056 $970K
Royal Capital Wealth Management, LLC 0.60% Add +56.7% 5,045 $968K
Vise Technologies, Inc. 0.02% No change 5,051 $968K
Adkins Seale Capital Management LLC 0.95% No change 5,040 $967K
Wealthspire Retirement, LLC 0.06% No change 5,036 $966K
Crewe Advisors LLC 0.08% Add +47.5% 5,014 $962K
Global Endowment Management, LP 0.11% No change 5,000 $960K
Lighthouse Investment Partners, LLC 0.04% No change 5,000 $960K
Old North State Trust, LLC 0.57% No change 4,985 $957K
Total Clarity Wealth Management, Inc. 0.22% Add +3.5% 4,954 $951K
Mizuho Markets Americas LLC 0.03% New 4,950 $950K
Game Plan Financial Advisors, LLC 0.44% Add +223.0% 4,936 $947K
Thrive Capital Management, LLC 0.21% Add +11.6% 4,922 $945K
Arcus Capital Partners, LLC 0.34% Add +1.8% 4,913 $943K
Zions Bancorporation, National Association 0.06% No change 4,900 $940K
Pasadena Private Wealth, LLC 0.13% No change 4,890 $938K
Toth Financial Advisory Corp. 0.10% Reduce -17.4% 4,889 $938K
Intrua Financial, LLC 0.10% Reduce -4.5% 4,886 $938K
Caliber Wealth Management, LLC / KS 0.10% Add +1.9% 4,879 $936K
Ted Buchan & Co 0.34% Reduce -2.4% 4,868 $934K
Keudell/Morrison Wealth Management 0.19% Add +6.0% 4,859 $933K
Salem Investment Counselors Inc. 0.03% Reduce -0.5% 4,854 $932K
Addison Capital Co 0.17% Add +135.4% 4,855 $931K
Cooksen Wealth, LLC 0.68% Add +0.6% 4,851 $931K
BIP Wealth, LLC 0.04% Add +263.9% 4,825 $926K
Monte Financial Group, LLC 0.33% Add +18.6% 4,822 $925K
Cambridge Capital Management, LLC 0.40% Reduce -1.3% 4,784 $918K
Summit Financial Wealth Advisors, LLC 0.13% Add +40.2% 4,783 $918K
Cathy Pareto & Associates, Inc. 0.62% Add +2.9% 4,780 $918K
Disciplined Investors, L.L.C. 0.55% Reduce -1.9% 4,775 $916K
Chesley Taft & Associates LLC 0.04% Add +51.3% 4,760 $914K
Banque Pictet & Cie SA 0.01% No change 4,755 $913K
HORAN Wealth, LLC 0.09% Reduce -0.2% 4,760 $912K
Bay Capital Advisors, LLC 0.56% Reduce -8.3% 4,732 $908K
Van Den Berg Management I, Inc. 0.21% Reduce -1.9% 4,732 $908K
Bfsg, LLC 0.09% Add +19.2% 4,712 $904K
IKE Capital, LLC 0.51% Reduce -7.8% 4,710 $904K
J.Safra Asset Management Corp 0.05% Reduce -5.3% 4,700 $902K
Innovative Asset Advisors Group, LLC 0.52% — 4,696 $901K
Monarch Capital Management Inc. 0.22% Reduce -17.1% 4,692 $900K
Marshall & Sterling Wealth Advisors Inc. 0.59% Reduce -34.4% 4,685 $899K
Sandbox Financial Partners, LLC 0.25% Reduce -0.9% 4,683 $899K
Runnymede Capital Advisors, Inc. 0.77% New 4,676 $897K
Boston Research & Management Inc. 0.21% Reduce -26.4% 4,648 $892K
FFG Partners, LLC 0.35% New 4,646 $892K
Cedar Wealth Management, LLC 0.26% No change 4,639 $890K
Shoker Investment Counsel, Inc. 0.26% Add +0.1% 4,607 $884K
Obsidian Cio, LLC 0.79% Add +50866.7% 4,587 $880K
Associated Banc-Corp 0.02% Add +18.6% 4,577 $878K
Townsend Asset Management Corp. /NC/ 0.32% Reduce -1.0% 4,577 $878K
Advanced Asset Management Advisors Inc 0.24% Add +74.3% 4,541 $872K
Comprehensive Financial Planning, Inc. 0.60% Add +5.7% 4,521 $868K
Duncker Streett & Co. Inc. 0.16% Add +135.0% 4,491 $862K
Allie Family Office LLC 0.38% No change 4,485 $861K
Sfmg, LLC 0.06% Add +0.4% 4,460 $856K
Loudon Investment Management, LLC 0.46% Add +17.6% 4,454 $855K
CSM Advisors, LLC 0.02% No change 4,450 $854K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.35% Add +14.4% 4,447 $854K
Founders Financial Alliance, LLC 0.15% Add +27.5% 4,424 $849K
Crossmark Global Holdings, Inc. 0.01% No change 4,405 $845K
Crestwood Advisors Group, LLC 0.01% Add +66.6% 4,399 $844K
Seamount Financial Group Inc. 0.38% New 4,392 $843K
Sfm, LLC 0.51% Add +1.4% 4,390 $843K
Key Client Fiduciary Advisors, LLC 0.29% Reduce -2.5% 4,388 $842K
Principle Wealth Partners LLC 0.05% Add +48.8% 4,377 $840K
Austin Asset Management Co Inc 0.14% Reduce -1.8% 4,371 $839K
Quartz Partners, LLC 0.32% New 4,359 $837K
West Bancorporation Inc. 0.42% Add +75.6% 4,347 $834K
Allen Capital Group, LLC 0.07% Add +62.7% 4,339 $833K
Greystone Financial Group, LLC 0.24% Add +252.4% 4,331 $831K
Canvas Wealth Advisors, LLC 0.14% Reduce -1.0% 4,323 $830K
Members Wealth LLC 0.50% Add +3.0% 4,097 $829K
Greenwood Capital Associates LLC 0.09% New 4,318 $829K
Ehrlich Financial Group 0.47% Reduce -7.0% 4,295 $824K
Friedenthal Financial 0.41% New 4,250 $816K
Tilia Fiduciary Partners, Inc. 0.45% Add +11.1% 4,247 $815K
First Heartland Consultants, Inc. 0.06% Reduce -12.9% 4,246 $815K
6th Street Advisors, LLC 0.51% — 4,191 $804K
ICW Investment Advisors LLC 0.29% Add +17.4% 4,182 $803K
CDM Financial Counseling Services, Inc. 0.76% Add +40.6% 4,158 $798K
Briggs Wealth Management, Inc 0.85% No change 4,154 $797K
Panoramic Investment Advisors, LLC 0.43% Add +21.8% 4,136 $794K
Ankerstar Wealth, LLC 0.84% Add +199.6% 4,134 $793K
Collective Family Office LLC 0.18% Reduce -4.4% 4,133 $793K
TBH Global Asset Management, LLC 0.16% New 4,122 $791K
Wealth Alliance, LLC 0.08% Add +0.9% 4,112 $789K
Innova Wealth Partners 0.37% Add +218.5% 4,105 $788K
Retirement Planning Co of New England, Inc. 0.32% Add +4.8% 4,095 $786K
Ascent Advisors, LLC 1.44% — 4,090 $785K
Morton Capital Management LLC 0.12% No change 4,090 $785K
Rench Wealth Management, Inc. 0.24% Add +0.4% 4,089 $785K
Glenview Trust Co 0.01% Reduce -8.6% 4,084 $784K
Register Financial Advisors LLC 0.29% Add +3.3% 4,074 $782K
Bedel Financial Consulting, Inc. 0.09% Add +8.7% 4,062 $780K
Brown Wealth Management, LLC 0.20% New 4,058 $779K
Vista Investment Management 0.26% Add +4.7% 4,056 $778K
Assetmark, Inc. 0.00% Add +7.8% 4,056 $778K
Aspire Growth Partners LLC 0.53% Add +4.3% 4,041 $775K
USA Financial Formulas 0.15% New 4,037 $775K
Westside Investment Management, Inc. 0.12% Add +4.7% 4,033 $774K
HBW Advisory Services LLC 0.08% Reduce -23.7% 3,999 $768K
AtlasMark Financial, Inc 0.49% No change 4,000 $766K
Fiscal Wisdom Wealth Management, LLC 0.74% Reduce -2.2% 3,992 $766K
Bridgelight Financial Advisors, Inc. 0.65% Reduce -12.8% 3,991 $766K
Conscious Wealth Investments, LLC 0.43% No change 3,823 $764K
Cora Capital Advisors LLC 0.25% Add +0.0% 3,971 $762K
Journey Advisory Group, LLC 0.07% Reduce -2.2% 3,959 $760K
VectorGlobal IAG, Inc. 0.20% — 3,941 $756K
Dale Q Rice Investment Management Ltd 0.57% Reduce -3.1% 3,928 $754K
Tennessee Valley Asset Management Partners 0.10% Reduce -1.8% 3,927 $754K
Richmond Investment Services, LLC 0.12% Add +23.6% 3,924 $753K
Pinnacle Bancorp, Inc. 0.22% Add +36.2% 3,915 $751K
Lavelle Capital LP 0.47% Reduce -27.2% 3,911 $751K
Inlet Private Wealth, LLC 0.19% Add +4.6% 3,901 $749K
TSG Advice Partners, LLC 0.11% Reduce -2.7% 3,895 $748K
Prepared Retirement Institute LLC 0.37% Reduce -0.8% 3,891 $747K
Rhodes Investment Advisors Inc. 0.64% Add +1.1% 3,886 $746K
Capital Advisors Wealth Management, LLC 0.10% Add +14.6% 3,881 $745K
Chicago Wealth Management, Inc. 0.30% Reduce -0.1% 3,870 $743K
Brooklyn Investment Group 0.02% Add +49.7% 3,867 $742K
Winebrenner Capital Management LLC 0.48% Add +3.9% 3,861 $741K
Capitol Family Office, Inc. 0.87% No change 3,865 $740K
LongView Wealth Management 0.19% Add +12.5% 3,708 $740K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -77.7% 3,851 $739K
Main Street Financial Solutions, LLC 0.05% Add +201.7% 3,846 $738K
Del-Sette Capital Management, LLC 0.44% Reduce -32.2% 3,838 $737K
Stokes Family Office, LLC 0.08% No change 3,830 $735K
BNC Wealth Management, LLC 0.20% New 3,823 $734K
Wealthgarden F.S. LLC 0.50% New 3,820 $733K
Up Strategic Wealth Investment Advisors LLC 0.46% Reduce -36.5% 3,601 $733K
Icon Wealth Advisors, LLC 0.05% Reduce -10.5% 3,656 $733K
Spirepoint Private Client, LLC 0.07% Add +160.1% 3,802 $730K
3Chopt Investment Partners, LLC 0.17% No change 3,799 $729K
Cardinal Point Capital Management ULC 0.04% New 3,786 $727K
Arrien Investments, Inc. 0.39% Add +10.9% 3,766 $723K
Melfa Wealth Management, Inc. 0.41% Add +5.0% 3,755 $721K
Inspire Advisors, LLC 0.06% Add +6.0% 3,753 $720K
GW&K Investment Management, LLC 0.01% New 3,750 $720K
McLaughlin Asset Management, Inc. 0.69% Add +0.4% 3,751 $720K
Meriwether Wealth & Planning, LLC 0.39% Reduce -6.3% 3,750 $720K
WealthTrust Axiom LLC 0.18% Reduce -4.5% 3,742 $718K
Dover Advisors, LLC 0.30% Add +4.1% 3,736 $717K
Personal Cfo Solutions, LLC 0.10% Add +2.6% 3,733 $717K
Harmony Asset Management LLC 0.22% No change 3,729 $716K
WNY Asset Management, LLC 0.07% — 3,718 $714K
Duncan Williams Asset Management, LLC 0.20% Reduce -0.0% 3,704 $711K
Legacy Advisors, LLC 0.08% Add +35.0% 3,703 $711K
Allianz Asset Management GmbH 0.00% New 3,700 $710K
Mission Creek Capital Partners, Inc. 0.14% Add +10.3% 3,698 $710K
Balboa Wealth Partners 0.12% Add +79.2% 3,678 $706K
Spreng Capital Management, Inc. 0.33% Reduce -13.7% 3,676 $705K
FourThought Financial Partners, LLC 0.06% Add +4.4% 3,670 $704K
Serenus Wealth Advisors, LLC 0.14% Reduce -3.4% 3,660 $702K
Essex Bank 0.16% Reduce -2.7% 3,656 $702K
PCG Asset Management, LLC 0.56% Add +7.1% 3,647 $700K
Saxon Interests, Inc. 0.24% Add +8.4% 3,637 $698K
Valor Advisors LLC 0.58% No change 3,619 $693K
Hudson Value Partners, LLC 0.21% No change 3,609 $693K
Red Crane Wealth Management, LLC 0.57% Reduce -0.4% 3,609 $693K
Pennington Partners & Co., LLC 0.24% Add +113.3% 3,604 $692K
TrinityBridge Ltd 0.02% No change 3,600 $691K
Tenon Financial LLC 0.27% No change 3,598 $691K
Walser Wealth Management Company, A Ltd Liability Co 0.31% Reduce -36.2% 3,592 $689K
SwitchPoint Financial Planning, LLC 0.47% No change 3,587 $688K
Cura Wealth Advisors, LLC 0.31% Add +0.2% 3,586 $688K
Legacy Financial Strategies, LLC 0.12% Reduce -1.0% 3,554 $682K
Brandywine Oak Private Wealth LLC 0.06% Add +0.8% 3,552 $682K
YHB Investment Advisors, Inc. 0.05% Add +3.6% 3,547 $681K
Flaharty Asset Management, LLC 0.08% Add +0.9% 3,535 $678K
Alterna Wealth Management, Inc. 0.51% Reduce -30.9% 3,521 $676K
Horizons Wealth Management 0.45% No change 3,519 $675K
Mirador Capital Partners LP 0.10% Add +8.1% 3,519 $675K
Argent Advisors, Inc. 0.18% Reduce -34.4% 3,486 $669K
Parkway Wealth Management Group, LLC 0.08% Add +0.4% 3,377 $669K
Sequent Planning LLC 0.16% Reduce -5.0% 3,485 $669K
Ignite Planners, LLC 0.10% Add +0.8% 3,485 $669K
Bienville Capital Management, LLC 0.13% Add +5.9% 3,481 $668K
Montz Harcus Wealth Management LLC 0.27% Add +17.3% 3,480 $668K
Live Oak Private Wealth LLC 0.09% Add +1.2% 3,453 $663K
Strategic Blueprint, LLC 0.04% Add +128.8% 3,451 $662K
Hartford Financial Management Inc. 0.17% Reduce -10.5% 3,450 $662K
KDT Advisors, LLC 1.05% New 3,450 $662K
Rubicon Advisors, GP 0.59% No change 3,447 $662K
Capital Asset Advisory Services LLC 0.03% Add +57.9% 3,228 $658K
KMG Fiduciary Partners, LLC 0.05% Add +7.2% 3,426 $658K
Capstone Wealth Management Group LLC 0.40% Add +2.7% 3,423 $657K
Kohmann Bosshard Financial Services, LLC 0.06% Reduce -0.0% 3,417 $656K
Heritage Wealth Advisors 0.03% Reduce -75.8% 3,403 $653K
Brendel Financial Advisors LLC 0.32% Add +183.0% 3,388 $650K
Maia Wealth LLC 0.11% Reduce -0.1% 3,361 $645K
Ascentis Wealth Management, LLC 0.14% Add +99.6% 3,359 $645K
Cordant, Inc. 0.26% New 3,353 $644K
Berger Financial Group, Inc 0.04% Add +39.4% 3,347 $642K
Integrity Alliance, Llc. 0.02% Reduce -29.3% 3,335 $640K
WFA of San Diego, LLC 0.51% Reduce -9.6% 3,314 $636K
Opal Wealth Advisors, LLC 0.14% Reduce -11.0% 3,314 $636K
Q3 Asset Management 0.15% New 3,315 $636K
Pinnacle Financial Group, LLC / IL 0.17% Add +4.3% 3,312 $636K
Braun Stacey Associates Inc. 0.02% No change 3,311 $635K
Schnieders Capital Management, Llc. 0.10% No change 3,308 $635K
HUB Investment Partners, LLC 0.02% Add +3.3% 3,307 $635K
Larson Financial Group LLC 0.02% Reduce -5.1% 3,306 $634K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $634K
TruWealth Advisors, LLC 0.03% Add +0.1% 3,305 $634K
CWA Asset Management Group, LLC 0.02% No change 3,292 $632K
Parkside Financial Bank & Trust 0.05% No change 3,273 $628K
Financial Engines Advisors L.L.C. 0.00% Add +19.8% 3,265 $627K
KFA Private Wealth Group, LLC 0.15% Add +13.0% 3,260 $626K
Nicholson Wealth Management Group, LLC 0.36% No change 3,249 $624K
Fusion Capital, LLC 0.17% Add +3.5% 3,245 $623K
waypoint wealth counsel 0.32% Reduce -0.9% 3,235 $621K
Granite Group Advisors, LLC 0.37% Reduce -0.3% 3,203 $620K
Orcam Financial Group 0.44% No change 3,214 $617K
Investors Asset Management of Georgia Inc. /Ga/ 0.25% Add +109.0% 3,211 $616K
Penobscot Wealth Management 0.18% Reduce -1.2% 3,210 $616K
Wealth Architects, LLC 0.05% Add +1.1% 3,198 $614K
Tritonpoint Wealth, LLC 0.07% Add +51.6% 3,187 $612K
Claro Advisors Inc. 0.07% New 3,182 $611K
Lionshead Wealth Management, LLC 0.45% No change 3,178 $610K
Voisard Asset Management Group, Inc. 0.13% Reduce -18.5% 3,168 $608K
Prosperity Consulting Group, LLC 0.03% Add +11.2% 3,167 $608K
CFS Investment Advisory Services, LLC 0.04% No change 2,989 $607K
Thompson Siegel & Walmsley LLC 0.01% No change 3,157 $606K
Rosenberg Matthew Hamilton 0.12% Reduce -0.8% 3,128 $600K
Institute for Wealth Management, LLC. 0.06% Reduce -1.2% 3,124 $600K
Horizon Kinetics Asset Management LLC 0.01% Reduce -8.6% 3,118 $598K
Financial Sense Advisors, Inc. 0.14% New 3,115 $598K
Betterment LLC 0.00% Reduce -2.6% 3,112 $597K
Sherrill & Hutchins Financial Advisory, Inc 0.35% No change 3,107 $596K
Hamilton Wealth, LLC 0.12% New 3,105 $596K
McGlone Suttner Wealth Management, Inc. 0.08% No change 3,103 $596K
Mathes Company, Inc. 0.22% No change 3,100 $595K
Endeavor Private Wealth, Inc. 0.17% Reduce -33.7% 3,091 $593K
Ledyard National Bank 0.05% New 3,090 $593K
Lee Financial Co 0.08% No change 3,086 $592K
Independence Financial Advisors, LLC 0.18% Add +3.8% 3,085 $592K
Howe & Rusling Inc. 0.04% Add +295.3% 3,079 $591K
Hengehold Capital Management LLC 0.05% Reduce -8.1% 3,079 $591K
Independent Wealth Network Inc. 0.18% New 3,074 $590K
Jessup Wealth Management, Inc 0.21% No change 3,068 $589K
Sterling Financial Planning, Inc. 0.17% Reduce -0.7% 3,066 $588K
Advance Capital Management, Inc. 0.02% Reduce -4.0% 3,065 $588K
Palisade Capital Management, LP 0.02% New 3,061 $587K
MinichMacGregor Wealth Management, LLC 0.10% Reduce -0.5% 3,050 $585K
1ST Source Bank 0.03% No change 3,037 $583K
Wealth Dimensions Group, Ltd. 0.11% Reduce -3.1% 3,036 $583K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +85.8% 3,032 $582K
Purpose Unlimited Inc. 0.02% Add +529.0% 3,032 $582K
Investment Partners, LTD. 0.21% No change 3,031 $582K
Storgate, LLC 0.46% Add +37.5% 3,027 $581K
Beck Bode, LLC 0.10% Reduce -22.5% 3,017 $579K
T. Rowe Price Associates Inc. 0.00% New 3,014 $579K
Weaver Consulting Group 0.14% Reduce -24.3% 3,002 $576K
Birmingham Capital Management Co. Inc. 0.24% No change 3,000 $576K
Webster Bank, N. A. 0.05% No change 3,001 $576K
Bank Pictet & Cie (Europe) AG 0.01% New 3,000 $576K
Point72 Asset Management 0.00% Reduce -71.7% 3,000 $576K
MKT Advisors LLC 0.19% No change 2,959 $573K
Forty-three Eighteen Advisors, LLC 0.43% Add +19.4% 2,973 $571K
Capital Advisors Inc. 0.01% Add +0.0% 2,965 $569K
LCNB Corp. 0.19% Reduce -15.3% 2,948 $566K
Davidson Trust Co. 0.24% New 2,947 $566K
Coldstream Capital Management Inc. 0.01% Add +100.8% 2,922 $561K
Sage Capital Advisors,llc 0.13% Reduce -3.5% 2,920 $560K
Apella Capital, LLC 0.01% Add +57.4% 2,745 $558K
Hixon Zuercher, LLC 0.17% No change 2,904 $557K
Banco BTG Pactual S.A. 0.11% New 2,900 $557K
Weaver Capital Management LLC 0.12% Reduce -2.9% 2,889 $554K
North Capital, Inc. 0.47% Reduce -3.1% 2,886 $554K
Mission Wealth Management, LP 0.01% No change 2,871 $551K
RMR Wealth Builders 0.04% Add +25.0% 2,867 $550K
National Wealth Management Group, LLC 0.20% Add +117.5% 2,864 $550K
Asset Advisory Group, Inc. 0.28% Add +13.1% 2,861 $549K
Sound Income Strategies, LLC 0.03% Add +6.0% 2,838 $546K
LRI Investments, LLC 0.05% Add +314.9% 2,846 $546K
Unconventional Investor, LLC 0.26% Reduce -24.3% 2,838 $545K
Verus Capital Partners, LLC 0.04% Add +0.3% 2,836 $544K
Triad Wealth Partners, LLC 0.04% Reduce -28.6% 2,826 $542K
Fisher Asset Management 0.00% Reduce -28.9% 2,825 $542K
Murphy & Mullick Capital Management Corp 0.40% Add +1181.8% 2,820 $541K
Capital Investment Counsel, Inc 0.07% No change 2,816 $540K
Claris Financial LLC 0.30% Add +0.7% 2,814 $540K
Nautilus Advisors LLC 0.37% Add +6.5% 2,813 $540K
North Dallas Bank & Trust Co. 0.36% No change 2,804 $538K
Financial Counselors Inc. 0.76% No change 2,800 $537K
Ewa, LLC 0.12% Add +12.6% 2,798 $537K
TrueWealth Advisors, LLC 0.13% Add +10.0% 2,795 $536K
Magnolia Private Wealth, LLC 0.35% Reduce -18.7% 2,738 $525K
Millstone Evans Group, LLC 0.31% Reduce -0.6% 2,731 $524K
4J Wealth Management LLC 0.30% Add +76.7% 2,730 $524K
Santori & Peters, Inc. 0.16% Add +0.2% 2,687 $516K
Florida Financial Advisors, LLC 0.12% Add +34.9% 2,686 $516K
Castleview Partners, LLC 0.26% Add +33.3% 2,650 $509K
Bogart Wealth, LLC 0.02% Add +23.0% 2,648 $508K
Plan A Wealth LLC 0.24% Reduce -0.5% 2,637 $506K
Fulton Bank, N.A. 0.02% Add +43.9% 2,633 $505K
Tulsa Wealth Advisors, INC 0.09% New 2,625 $504K
Financial Architects, LLC 0.27% Add +61.2% 2,620 $503K
LJI Wealth Management, LLC 0.08% Reduce -25.5% 2,614 $502K
Spinnaker Investment Group, LLC 0.10% No change 2,604 $500K
Freestone Capital Holdings, LLC 0.02% Reduce -1.8% 2,597 $498K
Forza Wealth Management, LLC 0.17% No change 2,594 $498K
Edge Wealth Management LLC 0.08% Reduce -5.0% 2,588 $497K
Plante Moran Financial Advisors, LLC 0.03% No change 2,583 $496K
McCollum Christoferson Group LLC 0.15% Reduce -11.6% 2,580 $495K
Waldron Private Wealth LLC 0.02% New 2,576 $494K
Cedrus Wealth Group LLC 0.55% Add +19.9% 2,572 $494K
Fairfield, Bush & Co. 0.27% Reduce -4.0% 2,572 $494K
D L Carlson Investment Group Inc. 0.08% Add +6.8% 2,569 $493K
Redmond Asset Management, LLC 0.13% New 2,569 $493K
Galvin, Gaustad & Stein, LLC 0.04% Add +0.9% 2,562 $492K
Tran Capital Management, L.P. 0.07% No change 2,560 $491K
Baxter Bros Inc. 0.06% Reduce -24.6% 2,554 $490K
Blue Zone Wealth Advisors, LLC 0.10% Add +2.0% 2,550 $489K
Zacks Investment Management 0.00% Reduce -0.4% 2,546 $489K
Mystic Asset Management, Inc. 0.11% Add +2.4% 2,537 $487K
Old Port Advisors 0.11% Reduce -4.3% 2,530 $485K
Archer Investment Management, LLC 0.20% Reduce -64.9% 2,525 $485K
TD Capital Management LLC 0.04% Add +0.2% 2,521 $484K
Guardian Wealth Advisors, LLC / NC 0.03% Add +1.8% 2,519 $484K
Searle & Co. 0.12% No change 2,509 $482K
Orgel Wealth Management, LLC 0.01% Add +1.5% 2,501 $480K
Colonial River Investments, LLC 0.17% Add +3.1% 2,498 $479K
Crown Wealth Group, LLC 0.14% New 2,498 $479K
Facet Wealth, Inc. 0.01% Reduce -16.7% 2,493 $478K
Peterson Wealth Advisors, LLC 0.06% Add +0.5% 2,479 $476K
Infinity Wealth Counsel, LLC 0.44% No change 2,470 $474K
Burk Holdings LLC 0.20% Add +1.1% 2,466 $473K
ABLE Financial Group, LLC 0.09% Add +8.6% 2,466 $473K
Fragasso Financial Advisors Inc 0.03% Reduce -5.5% 2,440 $473K
Monograph Wealth Advisors, LLC 0.04% No change 2,465 $473K
Bellwether Advisors, LLC 0.08% New 2,464 $473K
Founders Capital Management 0.23% Add +0.0% 2,462 $473K
Venturi Wealth Management, LLC 0.02% Add +3.4% 2,458 $472K
Wealthcare Capital Partners, LLC 0.22% Reduce -5.2% 2,455 $471K
Wealth Alliance Advisory Group, LLC 0.07% No change 2,445 $469K
Sage Mountain Advisors LLC 0.03% Reduce -82.7% 2,445 $469K
Glass Jacobson Investment Advisors llc 0.16% Add +0.6% 2,444 $469K
Highline Wealth Partners LLC 0.12% Add +2338.0% 2,438 $468K
Merrion Investment Management Co, LLC 0.25% No change 2,425 $465K
Cordatus Wealth Management LLC 0.11% No change 2,419 $464K
Accel Wealth Management 0.12% Reduce -3.2% 2,416 $464K
Kidder Stephen W 0.14% New 2,415 $463K
Strategic Investment Advisors / MI 0.03% Reduce -27.3% 2,410 $463K
Wealth Management Associates, Inc. 0.16% Add +5.5% 2,408 $462K
First Trust Advisors LP 0.00% Reduce -29.9% 2,407 $462K
Beverly Hills Private Wealth, LLC 0.08% No change 2,406 $462K
Ballentine Partners, LLC 0.01% Add +10.0% 2,392 $459K
BSW Wealth Partners 0.06% Reduce -4.0% 2,371 $455K
Napier Financial, LLC 0.10% New 2,365 $454K
Algorithmic Investment Models, LLC 0.56% Add +3.7% 2,354 $452K
Mustard Seed Financial, LLC 0.27% No change 2,348 $451K
Virginia Wealth Management Group, Inc. 0.24% Add +22.6% 2,347 $450K
Washington Trust Advisors, Inc. 0.04% Add +99.8% 2,344 $450K
Nicholas Hoffman & Company, LLC. 0.01% Add +1.7% 2,344 $450K
Empirical Asset Management, LLC 0.12% Reduce -79.9% 2,339 $449K
Asio Capital, LLC 0.06% Reduce -0.1% 2,336 $448K
First Commonwealth Financial Corp 0.07% Reduce -6.8% 2,325 $446K
Steigerwald, Gordon & Koch Inc. 0.05% Add +34.9% 2,322 $446K
America First Investment Advisors, LLC 0.08% Reduce -4.7% 2,313 $444K
Xxi Wealth, LLC 0.25% Add +9.4% 2,310 $443K
Peirce Capital Management, LLC 0.17% New 2,310 $443K
SBI Securities Co., Ltd. 0.01% Add +804.7% 2,307 $443K
Mitchell Sinkler & Starr 0.20% No change 2,306 $443K
Campbell Deegan Wealth Management, LLC 0.35% Add +101.0% 2,298 $441K
Crusonia Wealth Advisors LLC 0.09% Add +0.0% 2,282 $438K
Victory Financial Group, LLC 0.05% Add +17.7% 2,281 $438K
Hills Bank & Trust Co 0.02% No change 2,263 $434K
Cypress Capital, LLC 0.12% Add +12.4% 2,262 $434K
WPG Advisers, LLC 0.32% No change 2,260 $434K
Greenfield Savings Bank 0.18% Reduce -52.1% 2,260 $434K
First Growth Capital LLC 0.39% Add +40.5% 2,243 $432K
Longview Financial Advisors, Inc. 0.26% Reduce -2.6% 2,247 $431K
Pure Financial Advisors, LLC 0.01% New 2,232 $428K
Golden State Wealth Management, LLC 0.05% Reduce -14.8% 2,227 $428K
Maseco LLP 0.01% No change 2,228 $427K
Fortitude Family Office, LLC 0.10% Reduce -1.2% 2,221 $426K
Ironwood Investment Counsel, LLC 0.06% Add +11.9% 2,217 $426K
Mayport, LLC 0.08% No change 2,217 $425K
Northwest Wealth Management, LLC 0.06% Add +0.1% 2,212 $424K
tru Independence LLC 0.21% New 2,203 $423K
MRWM Advisors, LLC 0.23% Add +11.0% 2,195 $421K
MorganRosel Wealth Management, LLC 0.17% Reduce -33.0% 2,192 $421K
Rockport Wealth LLC 0.08% No change 2,191 $420K
Smith Thornton Advisors LLC 0.21% Reduce -10.4% 2,188 $420K
Cyndeo Wealth Partners, LLC 0.02% Add +3.3% 2,188 $420K
Anchor Investment Management, LLC 0.04% Reduce -10.6% 2,184 $419K
Indiana Trust & Investment Management Co 0.13% Reduce -7.4% 2,172 $417K
Integris Wealth Management, LLC 0.10% No change 2,165 $416K
Capital Advantage, Inc. 0.05% Add +14.6% 2,164 $415K
Henderson Brothers Financial Partners, LLC 0.11% — 2,162 $415K
MCF Advisors LLC 0.02% Add +762.0% 2,155 $414K
Community Financial Services Group, LLC 0.07% New 2,148 $414K
Waterway Wealth Management, LLC 0.09% Add +30.3% 2,150 $413K
OneAscent Family Office, LLC 0.29% Add +0.8% 2,144 $411K
BCS Wealth Management 0.08% Reduce -50.0% 2,131 $409K
Guardian Financial Partners, LLC 0.17% Add +11.9% 2,127 $408K
Wilkerson Advisory Group LLC 0.14% Reduce -1.9% 2,122 $407K
Pinnacle Family Advisors, LLC 0.19% Add +6.5% 2,113 $406K
Alan B Lancz & Associates, Inc. 0.39% Reduce -1.5% 2,107 $404K
Stone House Investment Management, LLC 0.07% Reduce -1.6% 2,100 $403K
MPWM Advisory Solutions, LLC 0.21% Add +75.4% 2,096 $402K
Silver Oak Wealth Advisors Services, LLC 0.26% No change 2,094 $402K
Brookwood Investment Group LLC 0.05% Add +6.9% 2,089 $401K
Bank of New Hampshire 0.09% No change 2,085 $400K
Bar Harbor Wealth Management 0.02% No change 2,083 $400K
MSH Capital Advisors LLC 0.08% Add +13.3% 2,073 $398K
Avantax Planning Partners, Inc. 0.01% Add +5.8% 2,073 $398K
Florida Trust Wealth Management Co 0.01% Add +10.1% 2,064 $396K
Collier Financial 0.30% Reduce -4.8% 2,062 $396K
Relyea Zuckerberg Hanson LLC 0.04% No change 2,059 $395K
Coquina Private Wealth LLC 0.32% No change 2,052 $394K
Gryphon Financial Partners LLC 0.04% New 2,050 $394K
Lewis Asset Management, LLC 0.16% New 2,047 $393K
Benchmark Investment Advisors LLC 0.23% — 2,038 $391K
Chapin Davis, Inc. 0.09% Add +9.5% 2,037 $391K
Burney Co./ 0.01% Add +10.7% 2,030 $390K
Idaho Trust Co 0.13% New 2,029 $389K
Verity & Verity, LLC 0.03% No change 2,020 $388K
Beaumont Financial Advisors, LLC 0.03% Add +3.8% 2,020 $388K
MRP Capital Investments, LLC 0.33% No change 2,000 $384K
Cottage Street Advisors LLC 0.17% New 2,000 $384K
Harbour Capital Advisors, LLC 0.07% Add +1.3% 1,892 $383K
Embree Financial Group 0.05% Add +0.1% 1,993 $383K
Avaii Wealth Management, LLC 0.13% Add +0.1% 1,992 $382K
Baron Wealth Management LLC 0.11% Add +50.9% 1,989 $382K
Coastwise Capital Group, LLC 0.21% Add +0.1% 1,987 $381K
Wise Wealth Partners 0.52% Add +23.1% 1,984 $381K
Drucker Wealth 3.0, LLC 0.07% Reduce -0.1% 1,982 $380K
JB Capital LLC 0.02% Add +5.4% 1,977 $379K
Dearborn Partners LLC 0.02% New 1,970 $378K
Transamerica Financial Advisors, LLC 0.03% Add +12175.0% 1,964 $377K
R. W. Roge & Company, Inc. 0.18% No change 1,964 $377K
Boston Standard Wealth Management, LLC 0.06% Add +0.4% 1,959 $377K
Lodestone Wealth Management LLC 0.15% Add +0.2% 1,956 $375K
Montecito Bank & Trust 0.06% Add +12.0% 1,953 $375K
NBT Bank, N.A. 0.02% Reduce -25.3% 1,949 $374K
Cresta Advisors, Ltd. 0.15% No change 1,929 $370K
Palladiem, LLC 0.35% Add +0.4% 1,860 $368K
Fortress Private Ledger, LLC 0.11% New 1,911 $367K
Compass Capital Management, Inc. 0.02% Reduce -42.7% 1,905 $366K
OneAscent Financial Services LLC 0.02% New 1,896 $364K
Oxford Financial Group, LTD. LLC 0.02% No change 1,891 $363K
Beacon Investment Advisory Services, Inc. 0.02% Add +21.9% 1,890 $363K
Strong Retirement Solutions LLC 0.25% Add +33.3% 1,884 $362K
CFO4Life Group, LLC 0.06% Add +0.4% 1,879 $361K
LFA - Lugano Financial Advisors SA 0.18% No change 1,878 $360K
Awm Capital, LLC 0.03% New 1,873 $360K
Castle Rock Wealth Management, LLC 0.08% Add +0.8% 1,846 $356K
Midwest Financial Group LLC 0.15% New 1,844 $354K
Consolidated Capital Management, LLC 0.11% Reduce -95.7% 1,840 $353K
Emergent Wealth Advisors, LLC 0.21% Reduce -25.2% 1,839 $353K
Higgins & Schmidt Wealth Strategies LLC 0.16% Reduce -1.0% 1,832 $352K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -9.1% 1,739 $351K
Bolthouse Investments, LLC 0.32% Reduce -17.5% 1,827 $351K
one8zero8, LLC 0.08% Add +66.1% 1,825 $350K
Aft, Forsyth & Company, Inc. 0.16% Add +0.3% 1,819 $349K
Purus Wealth Management, LLC 0.11% Add +7.4% 1,815 $348K
Manhattan West Asset Management, LLC 0.07% No change 1,815 $348K
Westbourne Investment Advisors, Inc. 0.10% Add +0.4% 1,811 $348K
Legend Capital Advisors LLC 0.22% No change 1,810 $347K
Gibbs Wealth Management 0.05% Add +4.0% 1,809 $347K
GW Henssler & Associates Ltd. 0.02% No change 1,808 $347K
Colton Groome Financial Advisors, LLC 0.10% Reduce -4.5% 1,808 $347K
Readystate Asset Management LP 0.04% New 1,803 $346K
Ingalls & Snyder LLC 0.01% Add +0.2% 1,804 $346K
First County Bank 0.19% Reduce -4.2% 1,802 $346K
Kirr Marbach & Co. LLC 0.06% Add +2.8% 1,799 $345K
TFO Wealth Partners, LLC 0.05% No change 1,794 $344K
Welch & Forbes LLC 0.00% Add +2.5% 1,792 $344K
Tred Avon Family Wealth, LLC 0.11% Add +3.6% 1,792 $344K
Ameliora Wealth Management Ltd. 0.11% Reduce -0.4% 1,789 $343K
V2 Financial group LLC 0.16% Add +1.1% 1,787 $343K
Ground Swell Capital, LLC 0.71% New 1,776 $341K
Total Wealth Planning & Management, Inc. 0.27% Add +22.5% 1,772 $340K
Hunter Associates Investment Management LLC 0.04% No change 1,772 $340K
Main Street Group, LTD 0.11% Add +6.0% 1,771 $340K
Symphony Financial Services, Inc. 0.17% Reduce -15.5% 1,770 $340K
Essential Planning, LLC. 0.11% No change 1,765 $339K
Juno Financial Group LLC 0.13% No change 1,760 $338K
Medallion Wealth Advisors, LLC 0.11% No change 1,757 $337K
First American Trust, FSB 0.02% Reduce -6.2% 1,753 $336K
SC&H Financial Advisors, Inc. 0.05% No change 1,749 $336K
Southland Equity Partners LLC 0.07% Add +27.2% 1,741 $334K
Leo Wealth, LLC 0.02% Add +21.4% 1,721 $330K
Cannon Financial Strategists, Inc. 0.04% Add +13.6% 1,720 $330K
William John Sempolinski 0.16% Add +3.0% 1,704 $327K
Strata Wealth Advisors, LLC 0.09% No change 1,700 $326K
Revisor Wealth Management LLC 0.09% New 1,699 $326K
Stableford Capital II LLC 0.12% Reduce -65.6% 1,697 $326K
Traynor Capital Management, Inc. 0.02% Reduce -33.3% 1,730 $325K
Occidental Asset Management, LLC 0.04% Reduce -0.4% 1,689 $324K
Peoples Financial Services Corp. 0.15% No change 1,688 $324K
Hirtle & Co., LLC 0.01% Reduce -2.9% 1,687 $324K
Global Trust Asset Management, LLC 0.12% No change 1,685 $323K
Next Capital Management LLC 0.10% Reduce -1.3% 1,683 $323K
Briaud Financial Planning Inc 0.08% No change 1,676 $322K
Rialto Wealth Management, LLC 0.07% Reduce -1.3% 1,673 $321K
Penbrook Management LLC 0.24% No change 1,670 $321K
Cogent Strategic Wealth LLC 0.33% Reduce -7.2% 1,667 $320K
ARK & TLK Investments, LLC 0.09% No change 1,664 $319K
Carson Advisory Inc. 0.17% Add +12.8% 1,660 $319K
Nikulski Financial, Inc. 0.08% Reduce -18.7% 1,660 $319K
Elevatus Welath Management 0.17% Add +0.4% 1,659 $318K
Pacific Sun Financial Corp 0.15% Reduce -1.8% 1,655 $318K
Old Peak Finance LLC 0.19% No change 1,653 $317K
Commonwealth Retirement Investments LLC 0.10% Add +7.2% 1,649 $316K
Cadia Private Client LLC 0.26% Add +14.1% 1,648 $316K
Unified Investment Management 0.32% Add +5.6% 1,632 $313K
Sun Life Financial Inc. 0.02% New 1,636 $313K
Legacy Trust 0.06% New 1,630 $313K
Paragon Capital Management Ltd 0.07% Add +14.4% 1,626 $312K
Lakeridge Wealth Management LLC 0.13% Reduce -39.3% 1,626 $312K
Strategies Wealth Advisors, LLC 0.03% Add +0.3% 1,625 $312K
Appleton Partners Inc. 0.02% Add +5.2% 1,620 $311K
Goldenstone Wealth Management LLC 0.23% Add +1.6% 1,618 $311K
RIA Advisory Group LLC 0.08% Reduce -23.1% 1,612 $309K
United Advisor Group, LLC 0.04% Add +15.3% 1,609 $309K
Winning Points Advisors, LLC 0.31% Reduce -0.6% 1,606 $308K
Marest Capital, LLC 0.18% New 1,604 $308K
Elevated Capital Advisors, LLC 0.08% No change 1,604 $308K
Three Seasons Wealth, LLC 0.12% New 1,595 $306K
SkyOak Wealth, LLC 0.06% No change 1,591 $305K
Congress Park Capital LLC 0.09% Reduce -10.7% 1,590 $305K
W1M Asset Management Ltd 0.00% Reduce -2.8% 1,590 $305K
Ameriflex Group, Inc. 0.15% Reduce -5.5% 1,589 $305K
Vista Investment Partners Ii, LLC 0.14% No change 1,587 $305K
Alteri Wealth LLC 0.10% Reduce -23.3% 1,585 $304K
Nvest Financial, LLC 0.11% Add +0.3% 1,584 $304K
Flynn Zito Capital Management, LLC 0.10% Add +0.4% 1,582 $304K
Channel Wealth LLC 0.07% Add +41.1% 1,577 $303K
Frederick Financial Consultants, LLC 0.15% Reduce -0.1% 1,576 $302K
Ruggiero Investments, Inc. 0.29% Reduce -3.9% 1,575 $302K
Capital Wealth Alliance, LLC 0.14% Reduce -2.5% 1,567 $299K
Millennium Capital Advisors, LLC 0.18% Add +0.5% 1,556 $299K
Great Oak Capital Partners, LLC 0.07% New 1,508 $298K
Carlson Financial, Inc. 0.18% Reduce -0.5% 1,551 $298K
Seros Financial, LLC 0.19% New 1,550 $297K
Cornerstone Capital, Inc. 0.03% Add +24.0% 1,550 $297K
Quotient Wealth Partners, LLC 0.01% Add +3.1% 1,545 $297K
GAMCO Investors 0.00% No change 1,535 $295K
Ducere Wealth Management LLC 0.12% No change 1,533 $294K
Clear Retirement Advice LLC 0.23% No change 1,519 $292K
Monument Group Wealth Advisors, LLC 0.16% No change 1,517 $291K
Miller Capital Partners, Inc. 0.14% No change 1,517 $291K
Traphagen Investment Advisors LLC 0.02% Reduce -9.5% 1,516 $291K
DUTCH ASSET Corp 0.20% Reduce -9.3% 1,513 $290K
IVC Wealth Advisors LLC 0.13% No change 1,505 $289K
Summit Place Financial Advisors, LLC 0.14% New 1,501 $288K
Alhambra Investment Management LLC 0.13% Reduce -0.6% 1,501 $288K
Lazard Asset Management LLC 0.00% Reduce -83.2% 1,500 $288K
Thompson Davis & Co., Inc. 0.19% No change 1,491 $286K
Integrated Investment Consultants, LLC 0.06% Add +0.1% 1,489 $286K
Warwick Investment Management, Inc. 0.04% Reduce -1.5% 1,485 $285K
Ogorek Anthony Joseph /NY/ 0.08% Reduce -5.7% 1,486 $285K
Pacific Point Advisors, LLC 0.15% Add +13.3% 1,478 $284K
Kanawha Capital Management LLC 0.02% No change 1,474 $283K
Xcel Wealth Management, LLC 0.08% New 1,473 $283K
Financial Designs Corp 0.16% New 1,455 $279K
Grey Fox Wealth Advisors, LLC 0.05% Add +0.4% 1,452 $279K
GDS Wealth Management 0.02% New 1,452 $279K
CPA Asset Management Group, LLC 0.09% No change 1,452 $279K
BankPlus Trust Department 0.07% Add +20.8% 1,451 $278K
ARS Wealth Advisors Group, LLC 0.02% No change 1,445 $277K
S.A. Mason LLC 0.10% No change 1,439 $276K
Donaldson Capital Management, LLC 0.01% No change 1,439 $276K
Advisortrust Partners, LLC 0.11% New 1,435 $275K
Harbor Group, Inc. 0.04% Add +0.4% 1,431 $275K
Bernard Wealth Management Corp. 0.12% No change 1,430 $274K
GreatBanc Trust CO 0.19% Add +0.7% 1,425 $273K
Pps&v Asset Management Consultants, Inc. 0.17% Reduce -2.9% 1,425 $273K
Virtue Asset Management LLC 0.22% Add +33.1% 1,415 $272K
Stonebrook Private Inc. 0.06% New 1,397 $268K
Kastel Capital Advisors, LLC 0.16% No change 1,386 $265K
Krane Financial Solutions LLC 0.18% — 1,383 $265K
Secure Asset Management, LLC 0.04% New 1,378 $264K
Floyd Financial Group LLC 0.18% Add +12.8% 1,322 $264K
LightSquare Wealth Management, LLC 0.20% — 1,373 $263K
Capital Squared Financial LLC 0.20% Reduce -1.2% 1,371 $263K
Jim Saulnier & Associates, LLC 0.13% Add +0.1% 1,371 $263K
Sound View Wealth Advisors Group, LLC 0.02% Add +1.4% 1,364 $262K
Bay Rivers Group 0.11% New 1,363 $262K
Act Wealth Management, LLC 0.09% New 1,363 $262K
Westview Management dba Westview Investment Advisors 0.14% Add +8.6% 1,362 $261K
Cooper Financial Group 0.03% Add +0.4% 1,361 $261K
Wisconsin Wealth Advisors, LLC 0.26% No change 1,359 $261K
GatePass Capital, LLC 0.13% Reduce -15.3% 1,347 $259K
Noesis Capital Mangement Corp. 0.04% Reduce -0.1% 1,345 $258K
Hubbell Strickland Wealth Management, LLC 0.10% Add +0.4% 1,342 $258K
Manufacturers Life Insurance Company, The 0.00% Reduce -46.4% 1,340 $257K
Garde Capital, Inc. 0.02% New 1,339 $257K
Peck Wealth Management, LLC 0.26% No change 1,333 $256K
Tobias Financial Advisors, Inc. 0.04% No change 1,330 $255K
Two West Capital Advisors LLC 0.14% New 1,271 $255K
Archvest Wealth Advisors, Inc. 0.16% No change 1,320 $253K
TFC Financial Management, Inc. 0.03% Add +0.4% 1,319 $253K
Fogel Capital Management, Inc. 0.12% No change 1,319 $253K
Kesler, Norman & Wride, LLC 0.04% Add +0.2% 1,319 $253K
Cascade Investment Advisors, Inc. 0.15% No change 1,314 $252K
Unify Financial Advisors 0.26% Add +4.0% 1,310 $251K
Bricktown Capital, LLC 0.05% No change 1,308 $251K
Novem Group 0.03% Add +24.7% 1,306 $251K
Kathmere Capital Management, LLC 0.02% New 1,305 $251K
Sippican Capital Advisors 0.17% Add +21.2% 1,304 $250K
BlueSky Wealth Advisors, LLC 0.03% New 1,300 $249K
Clark Asset Management, LLC 0.02% Reduce -83.1% 1,296 $249K
Three Arch Wealth Management LLC 0.04% No change 1,290 $248K
Ascent Group, LLC 0.01% Reduce -0.2% 1,281 $246K
Arq Wealth Advisors, LLC 0.04% No change 1,280 $246K
Heritage Family Offices, LLP 0.11% No change 1,280 $246K
Adelphi Trust Co 0.20% No change 1,276 $245K
Lodestar Private Asset Management LLC 0.02% Reduce -23.2% 1,275 $245K
Vines Capital Management, LLC 0.24% New 1,274 $245K
Banque Transatlantique SA 0.01% Add +19.4% 1,267 $243K
Compass Financial Services Inc 0.11% Add +0.2% 1,266 $243K
Envision Financial Transparency, LLC 0.24% — 1,267 $243K
Sunbeam Capital Management, LLC 0.14% New 1,264 $243K
Brave Asset Management Inc. 0.06% New 1,261 $242K
Rather & Kittrell, Inc. 0.04% No change 1,257 $241K
Capital Investment Counsel, LLC 0.03% No change 1,254 $241K
SYM FINANCIAL Corp 0.02% Add +4.3% 1,252 $240K
Libra Wealth LLC 0.07% No change 1,251 $240K
TCI Wealth Advisors, Inc. 0.01% Add +1.3% 1,249 $240K
Bank Hapoalim BM 0.04% Reduce -12.0% 1,244 $239K
Summa Corp. 0.10% New 1,245 $239K
SFG Wealth Management, LLC. 0.10% Reduce -25.9% 1,245 $239K
Mogy Joel R Investment Counsel Inc. 0.01% No change 1,240 $238K
Mattern Wealth Management LLC 0.05% No change 1,236 $237K
SHP Wealth Management 0.02% Add +111.3% 1,232 $236K
JSF Financial, LLC 0.05% Add +0.2% 1,231 $236K
Norris Financial Group, LLC 0.08% Reduce -42.3% 1,216 $233K
CAP Partners, LLC 0.13% Add +0.1% 1,213 $233K
TCTC Holdings, LLC 0.01% No change 1,210 $232K
Rathbones Group PLC 0.00% Reduce -12.7% 1,206 $231K
Hayek Kallen Investment Management 0.07% New 1,200 $230K
Centerpoint Advisors, LLC 0.07% No change 1,200 $230K
Advisors Capital Management, LLC 0.00% Reduce -28.8% 1,196 $230K
McDonald Capital Investors Inc. 0.02% No change 1,195 $229K
Lyrical Asset Management LP 0.00% New 1,194 $229K
TruNorth Capital Management, LLC 0.04% No change 1,192 $229K
Acropolis Investment Management, LLC 0.01% No change 1,186 $228K
Townsend & Associates, Inc 0.02% Add +0.3% 1,120 $227K
Northwest Bancshares, Inc. 0.04% No change 1,176 $226K
Alamar Capital Management, LLC 0.14% New 1,175 $226K
SilverOak Wealth Management LLC 0.04% Add +9.1% 1,174 $225K
Tradewinds, LLC. 0.07% Reduce -5.5% 1,107 $225K
Arch Global Advisors, LLC 0.12% — 1,164 $223K
Hazlett, Burt & Watson, Inc. 0.07% Add +0.1% 1,160 $223K
Clarity Financial LLC 0.02% Reduce -29.9% 1,161 $223K
Chapman Financial Group, LLC 0.16% Add +3.6% 1,160 $223K
RAM Investment Partners, LLC 0.04% No change 1,159 $222K
Willis Johnson & Associates, Inc. 0.01% Reduce -5.2% 1,159 $222K
Leslie Global Wealth, LLC 0.12% Add +2.3% 1,154 $221K
Hudson Edge Investment Partners Inc. 0.03% New 1,153 $221K
Guidance Point Advisors, LLC 0.05% No change 1,150 $221K
Sovereign Investment Advisors, LLC 0.05% No change 1,143 $219K
Donor Advised Charitable Giving, Inc. 0.01% Add +0.4% 1,141 $219K
Tortoise Investment Management, LLC 0.02% No change 1,140 $219K
Portside Wealth Group, LLC 0.03% New 1,140 $219K
XML Financial, LLC 0.02% Reduce -27.8% 1,139 $219K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,139 $219K
Tectonic Advisors LLC 0.01% Add +0.4% 1,136 $218K
New Wave Wealth Advisors LLC 0.08% New 1,135 $218K
Adamsbrown Wealth Consultants LLC 0.06% New 1,132 $217K
Colonial Trust Co / SC 0.03% No change 1,151 $216K
Centurion Wealth Management LLC 0.05% Add +0.4% 1,124 $216K
Cedarwood Wealth LLC 0.22% Add +0.2% 1,124 $216K
Trace Wealth Advisors, LLC 0.16% No change 1,120 $215K
Old Mission Investment Co LLC 0.05% Reduce -0.7% 1,115 $214K
Formidable Asset Management, LLC 0.03% Add +3.4% 1,115 $214K
Range Advisory, LLC 0.04% New 1,112 $213K
BLB&B Advisors, LLC 0.01% Reduce -10.6% 1,109 $213K
BXM Wealth LLC 0.16% Reduce -16.8% 1,107 $212K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,107 $212K
Kellett Wealth Advisors, LLC 0.11% No change 1,090 $209K
Linscomb Wealth, Inc. 0.01% New 1,082 $208K
K.J. Harrison & Partners Inc 0.03% No change 1,080 $207K
Simon Quick Advisors, LLC 0.01% New 1,076 $206K
HCR Wealth Advisors 0.02% Add +0.6% 1,075 $206K
Talisman Wealth Advisors LLC 0.17% New 1,075 $206K
Heirloom Wealth Management 0.04% New 1,075 $206K
Legacy Wealth Managment, LLC 0.10% Add +10620.0% 1,072 $206K
Cary Street Partners Investment Advisory LLC 0.05% Add +9.2% 1,072 $206K
Sargent Investment Group, LLC 0.03% Reduce -13.0% 1,070 $205K
Shaker Investments LLC 0.09% Reduce -13.1% 1,070 $205K
Private Management Group Inc. 0.01% No change 1,062 $204K
Northwest Financial Advisors 0.39% Add +0.2% 1,062 $204K
Accredited Investors Inc. 0.01% New 1,061 $204K
Vanguard Advisers Inc. 0.00% — 1,060 $203K
Roberts Wealth Advisors, LLC 0.05% Reduce -33.3% 1,059 $203K
FSB Premier Wealth Management, Inc. 0.06% New 1,058 $203K
Rolek Wealth Management LLC 0.15% New 1,056 $203K
Signature Equity Partners, LLC 0.11% Reduce -3.0% 1,054 $202K
Mayfair Advisory Group, LLC 0.07% Add +0.1% 1,053 $202K
Sylvest Advisors, LLC 0.11% New 1,053 $202K
Aspire Capital Advisors LLC 0.05% Reduce -7.3% 1,052 $202K
Tannin Capital LLC 0.15% No change 1,050 $202K
Laurel Oak Wealth Management, LLC 0.03% No change 1,050 $202K
Alley Investment Management Company, LLC 0.02% Reduce -53.1% 1,050 $202K
Smartleaf Asset Management LLC 0.01% Reduce -24.1% 1,042 $196K
Wellington Grp LLC 0.06% Reduce -16.6% 980 $188K
Ulland Investment Advisors, LLC 0.16% Reduce -5.8% 980 $188K
Missouri Trust & Investment Co 0.06% No change 977 $188K
Morgan Dempsey Capital Management LLC 0.08% No change 970 $186K
Johnson Financial Group, Inc. 0.01% Add +12.2% 956 $184K
Evelyn Partners Investment Management LLP 0.01% Reduce -2.0% 955 $183K
Gallacher Capital Management LLC 0.07% New 943 $181K
Dagco, Inc. 0.04% Add +28.5% 925 $178K
McIlrath & Eck, LLC 0.01% Reduce -2.1% 923 $177K
Means Investment Co., Inc. 0.02% New 913 $175K
Oakworth Capital, Inc. 0.01% No change 886 $170K
Coastline Trust Co 0.02% Reduce -8.1% 867 $166K
Investment Research & Advisory Group, Inc. 0.06% Add +10375.0% 838 $161K
Dunhill Financial, LLC 0.04% Add +9.6% 830 $159K
Financial Life Planners 0.12% New 826 $159K
Horrell Capital Management, Inc. 0.07% No change 63 $157K
Wagner Wealth Management, LLC 0.03% Add +4.9% 812 $156K
N.E.W. Advisory Services LLC 0.01% Add +1.8% 811 $156K
GS Investments, Inc. 0.09% No change 800 $154K
Prudential PLC 0.00% New 800 $154K
Strive Financial Group ,LLC 0.08% Reduce -1.2% 794 $152K
Y.D. More Investments Ltd 0.01% No change 805 $152K
South Plains Financial, Inc. 0.09% No change 789 $151K
McGuire Capital Advisors Inc. 0.09% No change 768 $147K
Princeton Global Asset Management LLC 0.02% Add +76.4% 762 $146K
Gleason Group, Inc. 0.01% Add +0.4% 756 $145K
CVA Family Office, LLC 0.01% Reduce -14.7% 744 $143K
Trust Co 0.01% Reduce -2.3% 725 $139K
Louisbourg Investments Inc. 0.03% Reduce -96.8% 770 $134K
Godfrey Financial Associates, Inc. 0.11% No change 680 $131K
Chilton Capital Management LLC 0.00% Add +387.5% 663 $127K
Red Tortoise LLC 0.05% Add +0.5% 661 $127K
Hilton Head Capital Partners, LLC 0.07% No change 660 $127K
Bayban 0.11% No change 651 $125K
First Command Advisory Services, Inc. 0.00% No change 648 $124K
EPG Wealth Management LLC 0.03% Reduce -38.3% 643 $123K
Creative Capital Management Investments LLC 0.04% No change 640 $123K
Key Financial Inc 0.02% Add +13.4% 636 $122K
Triumph Capital Management 0.03% Reduce -6.9% 636 $122K
City State Bank 0.03% Reduce -1.1% 622 $119K
TopTier Wealth Management, LLC 0.07% New 607 $116K
RHL Group, LLC 0.10% Add +0.5% 599 $115K
Tanglewood Legacy Advisors, LLC 0.04% No change 597 $115K
St Germain D J Co. Inc. 0.00% Reduce -64.9% 593 $114K
Evolution Wealth Management Inc. 0.08% Add +697.3% 582 $112K
Capital Advisor Network LLC 0.15% — 572 $110K
Fairscale Capital, LLC 0.07% No change 557 $107K
Wolff Wiese Magana LLC 0.06% No change 541 $104K
Flagship Wealth Advisors, LLC 0.04% Reduce -51.1% 557 $101K
2UniFi Bank 0.05% Reduce -68.2% 526 $101K
Hurley Capital, LLC 0.05% Add +193.8% 520 $100K
Addison Advisors LLC 0.02% Add +13.4% 516 $99K
Quent Capital, LLC 0.01% No change 516 $99K
Vermillion Wealth Management, Inc. 0.04% Add +3.4% 513 $99K
Avion Wealth 0.02% Reduce -14.2% 502 $96K
Gilpin Wealth Management, LLC 0.08% Reduce -3.9% 500 $96K
Legacies Wealth LLC 0.06% No change 500 $96K
Versant Capital Management, Inc 0.01% Add +2.0% 500 $96K
Avalon Trust Co 0.01% No change 500 $96K
Financial Consulate, Inc. 0.01% No change 497 $95K
Financial Connections Group, Inc. 0.03% No change 484 $92K
Providence Capital Advisors, LLC 0.01% No change 456 $88K
DHJJ Financial Advisors, Ltd. 0.03% Add +9.8% 436 $84K
Atlas Capital Advisors Inc. 0.01% No change 429 $82K
Morling Financial Advisors, LLC 0.02% No change 409 $78K
Strategic Wealth Advisors LLC 0.06% No change 409 $78K
Destiny Wealth Partners, LLC 0.01% New 403 $77K
NFSG Corp 0.01% Reduce -2.7% 402 $77K
Jackson Hole Capital Partners, LLC 0.01% No change 401 $77K
Walsh & Associates, LLC 0.07% No change 372 $71K
3 Factor Indexing, LLC 0.07% — 366 $70K
Harbor Asset Planning, Inc. 0.06% Add +0.3% 365 $70K
Allspring Global Investments Holdings, LLC 0.00% No change 355 $68K
Hamrick Investment Counsel, llc 0.04% Reduce -15.5% 355 $68K
MidFirst Bank 0.01% Reduce -35.7% 353 $68K
Roxbury Financial LLC 0.06% Reduce -9.7% 352 $68K
Piscataqua Savings Bank 0.05% Reduce -6.8% 345 $66K
LM Advisors LLC 0.36% Add +7.2% 12,370 $64K
Bravera Wealth 0.03% No change 330 $63K
Delta Asset Management LLC 0.01% No change 329 $63K
IFG Advisory, LLC 0.18% Reduce -92.7% 327 $63K
Cassaday & Co Wealth Management LLC 0.00% New 320 $61K
Motco 0.01% No change 316 $61K
Lloyd Advisory Services, LLC. 0.02% New 315 $60K
Kingdom Financial Group LLC. 0.02% Add +377.3% 315 $60K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -72.0% 310 $59K
TIAA Wealth Investment Management LLC 0.00% — 313 $59K
O'Domhnaill Enterprises, Inc. 0.05% New 305 $59K
SOA Wealth Advisors, LLC. 0.01% No change 303 $58K
Daytona Street Capital LLC 0.04% No change 300 $58K
Knuff & Co LLC 0.02% No change 300 $58K
Lavaca Capital LLC 0.01% No change 300 $58K
Halbert Hargrove Global Advisors, LLC 0.00% No change 300 $58K
Strategic Investment Solutions, Inc. 0.01% Add +0.3% 297 $57K
Center for Financial Planning, Inc. 0.01% No change 285 $55K
Caitlin John, LLC 0.03% Reduce -0.7% 281 $54K
Bank of Nova Scotia 0.00% Reduce -88.2% 276 $53K
Synergy Investment Management, LLC 0.02% New 252 $48K
Silicon Valley Capital Partners 0.00% Add +0.4% 249 $48K
Tompkins Financial Corp. 0.00% Add +46.1% 247 $47K
Godsey & Gibb, Inc. 0.00% Add +591.4% 242 $46K
Hanson & Doremus Investment Management 0.01% Reduce -7.8% 236 $45K
Richards, Merrill & Peterson, Inc. 0.02% Add +0.4% 231 $44K
Tidemark, LLC 0.01% No change 231 $44K
Fairman Group, LLC 0.04% No change 229 $44K
Raleigh Capital Management Inc. 0.01% New 218 $42K
City Holding Co. 0.01% Add +133.3% 210 $40K
Wellington Shields & Co., LLC 0.01% Add +0.5% 210 $40K
Marquette Asset Management, LLC 0.01% No change 207 $40K
Integrity Financial Corp 0.02% New 203 $39K
Peterson Wealth Management 0.02% New 204 $39K
Essential Investment Partners LLC 0.04% No change 200 $38K
Clearstead Trust, LLC 0.01% No change 200 $38K
First Pacific Financial 0.00% No change 192 $37K
Asset Dedication, LLC 0.00% New 188 $36K
Hantz Financial Services, Inc. 0.00% Add +11.8% 189 $36K
Financial Perspectives, Inc 0.01% No change 185 $36K
Old Second National Bank of Aurora 0.01% No change 177 $34K
IMA Advisory Services, Inc. 0.00% No change 175 $34K
Frazier Financial Advisors, LLC 0.02% No change 168 $32K
Southern Michigan Bank & Trust 0.01% — 167 $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
Birchbrook, Inc. 0.01% No change 139 $27K
Keating Financial Advisory Services, Inc. 0.00% Add +0.8% 135 $26K
Wealth Science Advisors LLC 0.01% New 135 $26K
KM Capital Management Ltd. 0.02% New 125 $25K
SWAN Capital LLC 0.01% New 131 $25K
Coston, McIsaac & Partners 0.01% No change 132 $25K
GHP Investment Advisors, Inc. 0.00% Add +38.0% 127 $24K
POM Investment Strategies, LLC 0.03% Add +8.9% 122 $23K
Citizens National Bank Trust Department 0.00% Reduce -13.6% 121 $23K
Rakuten Securities, Inc. 0.01% Add +30.8% 119 $23K
Pacific Center for Financial Services 0.01% Add +69.6% 117 $23K
Dorato Capital Management 0.02% Reduce -16.9% 108 $21K
Gill Capital Partners, LLC 0.01% New 105 $20K
Basepoint Wealth LLC 0.01% Reduce -50.5% 102 $19K
Capital & Planning, LLC 0.01% New 100 $19K
Horizon Financial Services, LLC 0.01% No change 100 $19K
Basecamp Wealth Advisors LLC 0.00% New 99 $19K
Goodman Advisory Group, LLC 0.00% Reduce -48.1% 97 $19K
DecisionPoint Financial, LLC 0.00% New 87 $17K
Axiom Investment Management LLC 0.01% — 87 $17K
Richardson Capital Management LLC 0.01% No change 84 $16K
Richardson Financial Services Inc. 0.01% No change 83 $16K
Monetary Management Group Inc. 0.00% New 75 $14K
Nemes Rush Group LLC 0.00% No change 74 $14K
Broadwater Capital Management LLC 0.01% No change 71 $14K
True Link Financial Advisors, LLC 0.00% New 68 $13K
SJS Investment Consulting Inc. 0.00% Add +4.8% 65 $12K
Rossby Financial, LCC 0.00% New 60 $12K
Navigoe, LLC 0.01% No change 59 $11K
Prestige Wealth Management Group LLC 0.00% No change 56 $11K
Aventus Investment Advisors, Inc. 0.01% No change 53 $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
Tower Research Capital LLC (TRC) 0.00% Add +512.5% 49 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 45 $9K
FWL Investment Management, LLC 0.00% Reduce -30.8% 45 $9K
Sittner & Nelson, LLC 0.00% No change 44 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $8K
Hickory Point Bank & Trust 0.00% New 37 $7K
JPL Wealth Management, LLC 0.00% New 33 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 32 $6K
My Portfolio Guide, LLC 0.00% — 30 $6K
Armor Investment Advisors, LLC 0.00% No change 30 $6K
Trifecta Capital Advisors, LLC 0.00% New 30 $6K
Breakwater Investment Management 0.00% No change 29 $6K
Pin Oak Investment Advisors Inc. 0.00% Reduce -91.2% 24 $5K
HighMark Wealth Management LLC 0.00% New 25 $5K
Valued Wealth Advisors LLC 0.00% No change 25 $5K
Legacy Bridge, LLC 0.00% New 25 $5K
St. Johns Investment Management Company, LLC 0.00% No change 24 $5K
Mosley Wealth Management 0.00% New 24 $5K
Kozak & Associates, Inc. 0.00% No change 21 $4K
Cornerstone Planning Group LLC 0.00% New 20 $4K
Go Invest LLC 0.00% No change 20 $4K
Brandywine Financial Group 0.00% New 19 $4K
HFM Investment Advisors, LLC 0.00% No change 19 $4K
Lummis Asset Management, LP 0.00% New 18 $3K
Vision Retirement, LLC 0.00% New 15 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 11 $2K
Van Eck Associates Corp. 0.00% Reduce -85.2% 8 $2K
PlanVest Financial, Inc 0.00% — 10 $2K
Tradewinds Capital Management, LLC 0.00% No change 8 $2K
Financially Speaking Inc 0.01% Reduce -100.0% 7 $1K
Physician Wealth Advisors, Inc. 0.00% New 7 $1K
Clear Investment Research, LLC 0.00% New 6 $1K
Resources Management Corp. /CT/ 0.00% No change 5 $1K
SouthState Bank Corp 0.00% New 5 $960
Blue Trust, Inc. 0.00% Reduce -99.5% 4 $771
Reyes Financial Architecture, Inc. 0.00% Reduce -100.0% 3 $576
Portus Wealth Advisors, LLC 0.00% New 1 $192
CNB Bank 0.00% Reduce -95.2% 1 $192
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -31.2% 390,349 $0
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.