Invesco S&P 500 Equal WeightRSPETF

13F holders, Q2 2026 (June 30)
2,317holders +87
195new positions
105sold out
11famous investors
$211.72avg. 13F price*

At the end of Q2 2026, 2,317 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 87 from Q1 2026. 195 opened new positions and 105 sold out. The largest holders were Morgan Stanley ($6.9B), Northwestern Mutual Wealth Management Co. ($6.0B) and Bank of America Corp. ($5.2B). 11 famous investors held it, including Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions195$2.4B
Exits105$1.6B

All 13F filers, Q1 2026 → Q2 2026: 39,583,698 shares bought and 38,600,653 shares sold, net +983,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,317 holders

Morgan Stanley 0.37% Reduce -4.8% 32,501,467 $6.9B
Northwestern Mutual Wealth Management Co. 3.21% Add +4.2% 28,221,905 $6.0B
Bank of America Corp. 0.34% Reduce -3.5% 24,471,419 $5.2B
CI Investments Inc. 7.35% Add +1327.5% 10,755,322 $2.3B
UBS Group AG 0.28% Reduce -27.8% 8,192,436 $1.7B
Goldman Sachs Group Inc. 0.18% Reduce 0.0% 8,113,280 $1.7B
State of Wisconsin Investment Board 3.21% Add +13.2% 7,468,879 $1.6B
Wells Fargo & Company 0.25% Reduce -0.3% 6,658,460 $1.4B
LPL Financial LLC 0.31% Reduce -4.0% 6,396,698 $1.4B
Cresset Asset Management, LLC 3.40% Reduce -1.8% 4,393,141 $934.7M
Raymond James Financial Inc. 0.25% Add +5.3% 4,261,661 $906.8M
Caisse de depot et placement du Quebec 1.21% Add +294.8% 3,978,321 $846.5M
Royal Bank of Canada 0.14% Add +21.2% 3,887,751 $827.2M
Ameriprise Financial Inc. 0.14% Reduce -14.8% 3,223,912 $685.9M
Texas Permanent School Fund Corp. 27.86% Reduce -46.0% 2,953,696 $628.5M
Cerity Partners LLC 0.72% Add +17.8% 2,804,149 $596.6M
Truist Financial Corp. 0.69% Reduce -15.1% 2,716,417 $578.0M
Varma Mutual Pension Insurance Co 3.01% New 2,673,800 $568.9M
Japan Science & Technology Agency 10.23% Reduce -10.7% 2,541,932 $540.8M
Phoenix Financial Ltd. 3.35% Add +11.3% 2,305,542 $490.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 2.26% Add +20.5% 2,190,114 $466.0M
Blair William & Co. 1.10% Add +18.0% 1,982,392 $421.8M
Envestnet Asset Management Inc. 0.10% Reduce -39.0% 1,958,550 $416.7M
JPMorgan Chase & Co. 0.02% Reduce -10.4% 1,946,489 $414.7M
BlueCrest Capital Management Ltd 19.22% New 1,883,424 $400.7M
MKP Capital Management, L.L.C. 10.59% New 1,806,000 $384.3M
Rockefeller Capital Management L.P. 0.54% Add +3.5% 1,655,841 $352.3M
HighTower Advisors, LLC 0.34% Add +6.1% 1,646,215 $350.3M
Keybank National Association 1.14% Reduce -9.3% 1,624,923 $345.7M
Focus Partners Wealth 0.35% Reduce -1.9% 1,584,018 $337.0M
Osaic Holdings, Inc. 0.39% Add +18.1% 1,555,472 $331.1M
Citigroup Inc. 0.15% Add +16.2% 1,524,106 $324.3M
Healthcare of Ontario Pension Plan Trust Fund 0.40% Reduce -24.5% 1,321,000 $281.1M
LBMC Investment Advisors, LLC 15.31% Reduce -0.3% 1,319,004 $280.6M
Commonwealth Equity Services, LLC 0.34% Add +5.4% 1,272,576 $270.8M
Cetera Investment Advisers 0.23% Reduce -4.2% 1,181,458 $251.4M
BNP Paribas Financial Markets 0.13% Reduce -47.9% 1,137,787 $242.1M
Freedom Together Foundation 27.00% No change 1,100,000 $234.0M
Stifel Financial Corp. 0.18% Add +0.0% 1,017,212 $216.4M
Trust Co of Tennessee 36.73% Reduce -0.4% 987,916 $210.2M
Janney Montgomery Scott LLC 0.39% Add +14.8% 953,608 $202.9M
CIBC Bancorp USA Inc. 0.25% Add +16.8% 949,889 $201.0M
MAI Capital Management 0.71% Add +13.2% 870,981 $185.3M
Westwood Holdings Group Inc. 1.36% Reduce -0.1% 841,327 $179.0M
Brown Advisory Inc. 0.27% Reduce -14.0% 815,684 $173.6M
Horizon Investments, LLC 1.87% Add +1.9% 802,573 $170.8M
Summit Trail Advisors, LLC 2.09% Add +7.8% 780,301 $166.0M
Bank of New York Mellon Corp 0.03% Reduce -1.6% 765,621 $162.9M
Municipal Employees' Retirement System of Michigan 1.76% New 748,708 $159.3M
Barclays PLC 0.05% Add +111.7% 742,745 $158.0M
Eastern Bank 2.38% Add +52.2% 731,262 $155.6M
First Interstate Bank 8.11% Reduce -4.0% 730,736 $155.5M
Cambridge Investment Research Advisors, Inc. 0.35% Reduce -4.5% 724,839 $154.2M
Empower Advisory Group, LLC 0.36% Add +9.1% 709,955 $151.1M
Marshall Wace, LLP 0.13% New 703,668 $149.7M
SCS Capital Management LLC 1.34% Reduce -0.2% 665,247 $141.5M
AlphaCore Capital LLC 2.59% Add +14.9% 662,513 $141.0M
Sona Asset Management (us) LLC 6.71% New 648,262 $137.9M
Schusterman Interests, LLC 34.69% No change 625,000 $133.0M
MML Investors Services, LLC 0.27% Reduce -14.9% 613,962 $130.6M
Kestra Advisory Services, LLC 0.42% Add +0.2% 611,190 $130.0M
Savant Capital, LLC 0.38% Add +4861.2% 585,575 $128.9M
Bell Bank 4.91% Reduce -1.6% 604,669 $128.7M
Balyasny Asset Management L.P. 0.24% Add +1753.1% 601,471 $128.0M
Valeo Financial Advisors, LLC 2.62% Reduce -1.3% 583,864 $124.2M
US Bancorp \de 0.14% Reduce -3.5% 582,049 $123.8M
Csenge Advisory Group 5.00% Reduce -4.9% 578,284 $123.0M
Chai Trust Co. LLC 8.29% Add +0.3% 1,870,111 $120.6M
Moment Partners, LLC 20.87% Add +4.4% 544,293 $115.8M
Jabodon PT Co. 11.24% Add +0.4% 538,645 $114.6M
PNC Financial Services Group, Inc. 0.06% Add +2.3% 535,197 $113.9M
Equitable Holdings, Inc. 0.68% Reduce -0.8% 534,298 $113.7M
NewEdge Advisors, LLC 0.33% Add +16.9% 528,103 $112.4M
FAS Wealth Partners, Inc. 5.84% Add +10.3% 527,085 $112.1M
Meitav Investment House Ltd. 0.75% Add +241.7% 525,520 $111.8M
Glenmede Trust Co. NA 0.49% Add +0.1% 519,937 $110.6M
Endurance Services Ltd 16.65% No change 511,000 $108.7M
Jones Financial Companies LLLP 0.04% Add +18.3% 513,342 $108.0M
Squarepoint Ops LLC 0.20% Add +384.8% 490,657 $104.4M
Picton Mahoney Asset Management 0.96% Add +27.6% 486,850 $103.6M
GR Financial Group, LLC 13.80% Add +0.9% 477,448 $101.6M
Fifth Third Bancorp 0.16% Add +1.8% 472,975 $100.6M
Pinnacle Financial Partners, Inc. 0.68% Add +24.5% 466,375 $99.2M
CoreCap Advisors, LLC 2.92% Add +47.2% 465,261 $99.0M
Waverly Advisors, LLC 0.56% Reduce -3.3% 456,889 $97.2M
Mariner, LLC 0.10% Reduce -6.0% 451,223 $96.0M
Factory Mutual Insurance Co. 0.90% New 448,071 $95.3M
First Manhattan Co. Llc. 0.24% Add +9.7% 447,053 $95.1M
CENTRAL TRUST Co 1.72% Reduce -1.8% 445,719 $94.8M
Steward Partners Investment Advisory, LLC 0.48% Add +3.7% 444,688 $94.6M
Vanderbilt University 12.77% Reduce -6.8% 437,060 $93.0M
Private Advisor Group, LLC 0.41% Reduce -20.2% 419,044 $89.2M
Clearstead Advisors, LLC 0.84% Reduce -37.0% 416,058 $88.5M
Consolidated Investment Group LLC 7.66% No change 414,175 $88.1M
Sage Financial Group Inc. 4.80% Add +10.1% 407,650 $86.7M
Peapack Gladstone Financial Corp. 0.99% Add +3.2% 405,664 $86.3M
Aptus Capital Advisors, LLC 0.62% Add +28.1% 398,299 $84.7M
Corient Private Wealth LP 0.12% Add +17.4% 396,727 $84.4M
Bank of Montreal 0.03% Reduce -35.4% 396,453 $84.4M
Rock Creek Group LLC 8.45% Reduce -15.6% 394,785 $84.0M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -1.4% 384,800 $82.5M
Bernicke Wealth Management, Ltd. 9.50% Add +3.1% 384,396 $81.8M
Venture Visionary Partners LLC 2.24% Add +1.7% 378,699 $80.6M
Baltimore-Washington Financial Advisors, Inc. 3.01% Add +3.3% 377,237 $80.3M
Stratos Wealth Partners, LTD. 0.81% Add +1.0% 376,532 $80.1M
Choreo, LLC 0.88% Add +3.8% 375,104 $79.8M
Ally Financial Inc. 10.13% Add +181.7% 369,000 $78.5M
Bridges Investment Management Inc. 0.95% Add +1.3% 368,450 $78.4M
Gotham Asset Management 0.18% Add +13.2% 354,896 $75.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8.84% Add +0.4% 352,967 $75.1M
First Western Trust Bank 3.64% Add +2.0% 350,642 $74.6M
Parkwood LLC 5.22% No change 342,680 $72.9M
Southern Farm Bureau Life Insurance 6.69% No change 328,428 $69.9M
Erste Asset Management GmbH 0.54% Reduce -2.8% 361,050 $69.9M
Axiom Financial Strategies, LLC 21.81% Add +1.9% 327,090 $69.6M
One Day In July LLC 4.80% Add +5.3% 324,827 $69.1M
Total Investment Management Inc. 7.28% Reduce -6.8% 321,113 $69.0M
OpenArc Corporate Advisory, LLC 0.79% Reduce -3.4% 313,134 $66.6M
Berkshire Money Management, Inc. 6.05% Add +1.6% 311,345 $66.2M
Baird Financial Group, Inc. 0.09% Add +15.8% 307,524 $65.4M
RIA Advisory Group LLC 14.48% Add +18901.8% 306,309 $65.2M
Arlington Trust Co LLC 5.29% Add +8.4% 294,484 $62.7M
Allen Investment Management, LLC 0.74% Add +26.3% 293,951 $62.5M
Wharton Business Group, LLC 2.07% Add +0.2% 290,918 $61.9M
Diversify Advisory Services, LLC 1.04% New 287,437 $61.9M
Diversify Wealth Management, LLC 1.04% Add +376.9% 287,437 $61.9M
Creative Planning 0.04% Add +3.6% 288,848 $61.5M
Mason Street Advisors, LLC 5.53% Add +7.8% 288,645 $61.4M
Sanctuary Advisors, LLC 0.28% Add +0.4% 286,888 $61.0M
NewEdge Wealth, LLC 0.61% Add +4.2% 285,858 $60.8M
Fiduciary Trust Co 0.66% Reduce -9.1% 285,781 $60.8M
HSBC Holdings PLC 0.03% Reduce -14.8% 280,671 $59.9M
Bangor Savings Bank 4.38% Add +7.6% 279,871 $59.5M
Arvest Investments, Inc. 7.08% Add +5.4% 275,090 $58.5M
Brookstone Capital Management 0.58% Add +2.5% 270,487 $57.6M
Quantinno Capital Management LP 0.07% Add +62.5% 269,222 $57.3M
Sachem Head Capital Management LP 1.17% Add +34.9% 265,000 $56.4M
Sapient Capital LLC 0.73% Add +7.4% 263,400 $56.0M
SG Americas Securities, LLC 0.03% Add +7.8% 262,957 $55.9M
Rainey & Randall Wealth Advisors Inc. 7.97% Add +1.9% 261,984 $55.7M
Elo Mutual Pension Insurance Co 0.71% New 260,274 $55.4M
Junto Capital Management LP 1.02% Reduce -49.3% 258,206 $54.9M
Arkadios Wealth Advisors 0.84% Add +17.2% 255,884 $54.4M
Federation des caisses Desjardins du Quebec 0.17% Reduce -7.5% 254,958 $54.2M
Franklin Resources Inc. 0.01% Reduce -0.1% 254,462 $54.1M
PJT Investments Corp. 17.90% Add +0.3% 248,755 $52.9M
Cibc World Market Inc. 0.09% Reduce -20.4% 247,038 $52.6M
Jefferies Financial Group Inc. 0.49% Add +4.0% 245,830 $52.3M
&partners 0.21% Reduce -3.5% 243,367 $51.8M
Arete Wealth Advisors, LLC 3.33% Add +16.6% 236,578 $50.3M
Manning & Napier Advisors LLC 0.64% Add +50.5% 235,566 $50.2M
University of Illinois Foundation 8.87% Reduce -9.2% 233,447 $49.7M
Activest Wealth Management 9.59% Reduce -6.8% 233,402 $49.7M
Robertson Stephens Wealth Management, LLC 1.22% Add +51.9% 231,919 $49.3M
Verition Fund Management LLC 0.38% Add +667.8% 231,844 $49.3M
CBIZ Investment Advisory Services, LLC 1.80% No change 257,035 $49.3M
HB Wealth Management, LLC 0.28% Add +1.0% 230,643 $49.1M
Beacon Pointe Advisors, LLC 0.23% Reduce -19.5% 227,908 $48.5M
FSA Investment Group, LLC 15.74% Add +16.5% 227,687 $48.4M
J.Safra Asset Management Corp 2.22% Add +4727.6% 226,895 $48.3M
Integrated Wealth Concepts LLC 0.31% Reduce -3.6% 226,094 $48.1M
Point72 Asset Management 0.08% Add +7312.0% 222,360 $47.3M
Steele Capital Management, Inc. 1.74% Add +4.2% 221,915 $47.2M
Cercano Management LLC 6.27% Reduce -70.2% 221,055 $47.0M
Atlanta Consulting Group Advisors, LLC 7.40% Add +0.1% 219,378 $46.7M
Joule Financial, LLC 12.58% Reduce -0.5% 218,109 $46.4M
Main Management LLC 3.00% Reduce -0.1% 210,052 $44.7M
Sigma Investment Counselors Inc. 2.17% Add +78.9% 209,070 $44.5M
Moran Wealth Management, LLC 1.21% Reduce -4.5% 207,812 $44.2M
Commerce Bank 0.19% Add +5.3% 206,883 $44.0M
WESCAP Management Group, Inc. 7.98% Reduce -1.0% 200,920 $42.7M
Dakota Wealth Management 0.81% Reduce -1.3% 198,693 $42.3M
Permanens Capital L.P. 4.34% Add +483.4% 198,353 $42.2M
Visualize Group LP 14.48% Add +68.5% 197,700 $42.1M
Requisite Capital Management, LLC 6.91% Reduce -0.9% 196,220 $41.7M
Mercer Global Advisors Inc. 0.05% Add +0.3% 194,787 $41.4M
Generali Investments CEE, investicni spolecnost, a.s. 1.96% No change 193,976 $41.3M
Neuberger Berman Group LLC 0.03% Reduce -15.2% 193,633 $41.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.89% Reduce -22.3% 192,811 $41.0M
Vicus Capital 2.65% Reduce -1.1% 192,668 $41.0M
Montag A & Associates Inc. 1.73% Add +13.7% 192,176 $40.9M
Susquehanna International Group, LLP 0.04% Add +114.5% 191,529 $40.8M
Captrust Financial Advisors 0.06% Reduce -3.7% 191,216 $40.7M
Toronto Dominion Bank 0.07% Reduce -40.3% 190,671 $40.6M
D.A. Davidson & Co. 0.22% Reduce -0.7% 190,711 $40.6M
Badgley Phelps Wealth Managers, LLC 0.71% Add +9.2% 190,488 $40.5M
National Bank of Canada 0.04% Add +1.5% 188,062 $40.0M
Advisory Services Network, LLC 0.46% Add +26.1% 187,786 $40.0M
Howard Financial Services, LTD. 3.98% Reduce -2.5% 187,403 $39.9M
Kayne Anderson Rudnick Investment Management LLC 0.12% Add +117.1% 187,178 $39.8M
BlackRock, Inc. 0.00% Reduce -41.8% 186,387 $39.7M
Granite Bay Wealth Management, LLC 3.59% Add +0.8% 183,406 $39.0M
Arvest Bank Trust Division 1.88% Reduce -0.4% 181,609 $38.6M
Oarsman Capital, Inc. 4.04% Add +7.0% 179,477 $38.2M
Dynasty Wealth Management, LLC 0.28% Add +0.4% 177,799 $37.8M
FMR LLC 0.00% Add +10.4% 176,301 $37.5M
Elk River Wealth Management LLC 5.92% Reduce -10.8% 174,613 $37.2M
TRUE Private Wealth Advisors 3.12% Reduce -15.5% 170,044 $36.2M
Niles Investment Management, LLC 29.18% New 169,388 $36.0M
SimpliFi, Inc. 14.24% Reduce -1.0% 169,356 $36.0M
TD Waterhouse Canada Inc. 0.09% Add +15.2% 168,478 $35.9M
Sollinda Capital Management LLC 7.67% Reduce -27.4% 168,744 $35.9M
Farther Finance Advisors, LLC 0.28% Add +0.1% 167,433 $35.6M
Wealthspire Advisors, LLC 0.19% Add +16.2% 165,851 $35.3M
StoneX Group Inc. 1.41% Add +4.3% 164,736 $35.1M
Southeast Asset Advisors, LLC 3.56% Add +1.1% 164,498 $35.0M
Kera Capital Partners, Inc. 3.37% Add +8.6% 164,481 $35.0M
Pinnacle Associates Ltd. 0.38% Add +0.5% 164,029 $34.9M
GenTrust, LLC 1.31% Add +4.9% 160,855 $34.2M
Investment Planning Advisors, Inc. 7.86% Add +2119.3% 159,611 $34.0M
Invesco Ltd. 0.00% Reduce -98.6% 157,545 $33.5M
Frisch Financial Group, Inc. 5.74% Reduce -1.4% 157,339 $33.5M
IFP Advisors, Inc 0.60% Reduce -0.5% 156,520 $33.3M
Summit Financial, LLC 0.36% Add +1.8% 155,636 $33.1M
Shufro Rose & Co. LLC 1.90% Reduce -1.0% 154,808 $32.9M
Jackson, Grant Investment Advisers, Inc. 10.15% Reduce -1.6% 153,555 $32.7M
Moore Capital Management, LP 0.76% Add +763.1% 151,185 $32.2M
LTG Capital LLC 21.48% Add +0.8% 150,978 $32.1M
Pittenger & Anderson Inc. 1.14% Add +28.2% 149,692 $31.8M
Mustico Financial Group, Inc. 20.61% Reduce -1.5% 148,683 $31.7M
Davis Investment Partners, LLC 9.61% Reduce -1.1% 148,273 $31.5M
Sepio Capital, LP 1.58% Add +10.0% 147,612 $31.4M
Wealth Advisors of Iowa, LLC 8.44% Reduce -1.9% 146,535 $31.2M
Stephenson & Company, Inc. 14.49% Add +6.8% 145,353 $30.9M
DAVENPORT & Co LLC 0.16% Add +19.2% 143,601 $30.6M
Sequoia Financial Advisors, LLC 0.15% Reduce -5.2% 142,173 $30.3M
Common Fund for Nonprofit Organizations 2.78% Reduce -12.6% 141,947 $30.2M
Waterloo Capital, L.P. 1.70% Reduce -6.8% 141,666 $30.1M
PartnerRe Asset Management CORP 21.01% No change 139,696 $29.7M
Armstrong Advisory Group, Inc. 1.81% Add +24.3% 139,600 $29.7M
Lido Advisors, LLC 0.11% Add +3.2% 138,837 $29.5M
Montis Financial, LLC 6.02% Reduce -0.2% 138,327 $29.4M
Biltmore Family Office, LLC 3.86% Add +1.1% 138,034 $29.4M
Tiller Private Wealth, Inc. 9.16% Add +5.8% 137,458 $29.2M
Brogan Financial, Inc. 11.64% Reduce -0.2% 136,482 $29.0M
Wealth Advisory Solutions, LLC 5.95% Reduce -1.3% 136,135 $29.0M
Fairway Wealth LLC 6.62% Reduce -0.7% 136,073 $29.0M
Seneca House Advisors 10.23% Add +27.7% 136,001 $28.9M
HM Payson & Co. 0.38% Reduce -12.3% 135,176 $28.8M
Prevail Innovative Wealth Advisors, LLC 4.25% New 134,059 $28.5M
Money Concepts Capital Corp. 1.32% Reduce -3.4% 134,013 $28.5M
Kelleher Financial Advisors 4.01% Add +508.8% 131,784 $28.0M
Element Squared LLC 13.90% Add +35.5% 131,270 $27.9M
Vaughan David Investments LLC 0.56% Add +0.0% 131,009 $27.9M
OneDigital Investment Advisors LLC 0.24% Reduce -0.1% 131,009 $27.9M
Parcion Private Wealth LLC 1.53% Reduce -5.4% 129,862 $27.6M
Clear Wave Wealth Management LLC 6.13% Add +0.9% 129,659 $27.6M
Stratos Investment Management, LLC 0.99% Add +1.3% 129,366 $27.5M
Community Financial Services Group, LLC 3.99% Add +5876.0% 128,365 $27.4M
Advocacy Wealth Management, LLC 0.99% Add +4.1% 128,355 $27.3M
Titleist Asset Management, LLC 1.83% Add +9.5% 127,807 $27.2M
Solidarity Wealth, LLC 4.73% Reduce -31.8% 127,760 $27.2M
Dimension Capital Management LLC 3.18% Reduce -1.3% 127,514 $27.1M
NTV Asset Management LLC 2.63% Reduce -2.2% 126,219 $26.9M
New England Capital Financial Advisors LLC 6.41% Add +10.2% 126,090 $26.8M
Spectrum Asset Management, Inc. (NB/CA) 7.44% Add +68.3% 125,941 $26.8M
Geneos Wealth Management Inc. 0.55% Add +7.8% 125,838 $26.8M
Matauro, LLC 3.54% Reduce -3.4% 125,707 $26.7M
Petrus Trust Company, LTA 2.51% Add +4.0% 125,623 $26.7M
Concurrent Investment Advisors, LLC 0.23% Add +21.4% 124,735 $26.5M
Evernest Financial Advisors, LLC 5.54% Add +9.2% 124,588 $26.5M
Ascent Wealth Partners, LLC 2.65% Add +8.5% 124,512 $26.5M
Invariant Investment Management 15.53% Add +4.3% 123,219 $26.5M
BBR Partners, LLC 1.24% Add +0.0% 124,287 $26.4M
Inlight Wealth Management, LLC 8.36% Add +6.9% 123,583 $26.3M
Capital Advisors, Ltd. LLC 2.64% Add +1.6% 123,013 $26.2M
Bleakley Financial Group, LLC 0.33% Reduce -15.0% 122,959 $26.2M
Kirtland Hills Capital Management, LLC 7.43% Reduce -4.8% 122,712 $26.1M
Jump Financial, LLC 0.25% New 122,100 $26.0M
Bright Financial Advisors, Inc. 10.86% Add +11.7% 121,866 $25.9M
Signal Advisors Wealth, LLC 1.35% Add +33.0% 121,187 $25.8M
Vectors Research Management, LLC 6.70% Reduce -6.0% 120,543 $25.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 8.24% Reduce -0.6% 120,123 $25.6M
Fund Evaluation Group, LLC 0.69% No change 119,857 $25.5M
Cary Street Partners Financial LLC 0.56% Add +10.8% 119,811 $25.5M
Harbour Investments, Inc. 0.34% Reduce -0.1% 119,050 $25.3M
Partnership Wealth Management, LLC 17.09% Add +3.0% 118,841 $25.3M
AQR Capital Management 0.01% Add +36.8% 118,653 $25.2M
Carroll Advisory Group, LLC 8.27% Add +10.9% 118,405 $25.2M
Glen Eagle Advisors, LLC 3.16% Reduce -2.8% 117,820 $25.1M
WealthBridge Capital Management, LLC 4.90% Add +2.0% 115,779 $24.6M
Thrivent Financial for Lutherans 0.04% Reduce -40.7% 115,734 $24.6M
Equitable Trust Co. 1.03% Reduce -0.9% 115,702 $24.6M
Alliancebernstein L.P. 0.01% Reduce -9.3% 127,810 $24.5M
Merit Financial Group, LLC 0.15% Add +30.9% 114,293 $24.3M
Redhawk Wealth Advisors, Inc. 2.38% Add +18.9% 113,742 $24.2M
Roth Financial Partners LLC 7.18% Add +3.3% 113,477 $24.1M
Compass Wealth Management LLC 4.53% Reduce -3.8% 112,435 $23.9M
Savvy Advisors, Inc. 0.51% Add +27.1% 111,855 $23.8M
Vise Technologies, Inc. 0.27% Add +2109.3% 111,592 $23.7M
Tucker Asset Management LLC 5.84% Add +18.9% 111,161 $23.7M
Arax Advisory Partners 0.16% Add +62.4% 110,744 $23.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +70.7% 110,541 $23.5M
Baker Avenue Asset Management, LP 0.44% Reduce -5.3% 109,877 $23.4M
Heritage Trust Co 2.00% Add +8.0% 108,445 $23.1M
Johnson Investment Counsel Inc. 0.17% Add +10.7% 106,892 $22.7M
Kopp Family Office, LLC 13.92% Add +1.0% 106,723 $22.7M
Lowe Brockenbrough & Co. Inc. 1.01% Add +3.3% 106,692 $22.7M
Scotia Capital Inc. 0.08% Reduce -5.5% 106,358 $22.6M
Graham Capital Management, L.P. 0.87% Reduce -41.1% 106,000 $22.6M
Sightline Wealth Advisors, LLC 8.23% Reduce -1.6% 105,776 $22.5M
Raelipskie Partnership 8.50% Add +0.6% 105,761 $22.5M
Davidson Kahn Capital Management, LLC 9.64% Add +7.0% 105,522 $22.5M
CSS LLC 2.98% Add +0.6% 104,072 $22.1M
Ieq Capital, LLC 0.10% Add +1.5% 103,979 $22.1M
Sterneck Capital Management, LLC 9.46% Reduce -0.1% 103,752 $22.1M
Heck Capital Advisors, LLC 1.32% Reduce -17.1% 103,491 $22.0M
Stephens Inc. 0.24% Reduce -15.1% 100,823 $21.5M
Tudor Investment Corporation 0.09% Add +406.5% 100,317 $21.3M
JBF Capital, Inc. 2.79% Add +100.0% 100,000 $21.3M
Ballast, Inc. 4.01% Add +2.7% 99,938 $21.3M
Wealth Forward, LLC 10.51% Reduce -0.6% 99,149 $21.1M
Peak Financial Management, Inc. 4.84% Add +4.3% 99,142 $21.1M
Prasad Wealth Partners, LLC 5.06% Add +7.7% 98,829 $21.0M
Breakwater Capital Group 2.51% Reduce -0.2% 98,099 $20.9M
Bernardo Wealth Planning LLC 3.56% Add +2.3% 97,923 $20.8M
Kaydan Wealth Management, Inc. 6.31% Add +1.5% 97,323 $20.7M
Compton Wealth Advisory Group, LLC 4.17% Reduce -1.9% 96,831 $20.7M
Tradition Wealth Management, LLC 1.26% Reduce -0.3% 96,916 $20.6M
Ayalon Insurance Comp Ltd. 2.48% Add +136.9% 95,178 $20.3M
Insigneo Advisory Services, LLC 0.75% Add +26.2% 94,469 $20.1M
Walker Financial Services, Inc. 6.16% Add +19.0% 93,563 $19.9M
Banco Santander, S.A. 0.12% Reduce -59.0% 93,415 $19.9M
VestGen Advisors, LLC 0.58% Reduce -2.5% 93,313 $19.9M
Sard Wealth Management Group, LLC 9.46% Add +3.1% 92,955 $19.8M
Willis Investment Counsel 0.94% Add +15.1% 92,880 $19.8M
LeConte Wealth Management, LLC 10.76% Reduce -4.4% 92,833 $19.8M
Peak Asset Management, LLC 2.90% Add +2.4% 92,726 $19.7M
Select Asset Management & Trust 5.58% Add +11.0% 91,044 $19.4M
Fsa Wealth Partners, Inc. 4.73% Add +33.2% 88,723 $18.9M
SummitTX Capital, L.P. 0.50% Reduce -62.4% 88,212 $18.8M
New Harbor Financial Group, LLC 2.98% Add +3.0% 87,977 $18.7M
Bradley Foster & Sargent Inc. 0.26% Add +13.7% 87,931 $18.7M
Echo45 Advisors LLC 9.61% Add +2.8% 87,450 $18.6M
Pinnacle Wealth Management Advisory Group, LLC 1.11% Add +0.6% 87,259 $18.6M
Port Capital LLC 0.76% Reduce -0.1% 87,000 $18.5M
Courier Capital LLC 0.92% Reduce -9.0% 86,838 $18.5M
Gladstone Institutional Advisory LLC 0.58% Reduce -6.5% 86,748 $18.5M
ADG Wealth Management Group, LLC 11.57% Reduce -0.5% 85,674 $18.2M
Sage Rhino Capital LLC 2.99% Reduce -6.2% 85,528 $18.2M
First Foundation Advisors 0.65% Reduce -0.1% 85,382 $18.2M
Fortis Group Advisors, LLC 2.90% Add +8.9% 85,380 $18.2M
COFG Advisors, LLC 3.12% Add +3.4% 84,996 $18.1M
Karras Company, Inc. 16.39% Reduce -1.9% 84,980 $18.1M
Essex Financial Services, Inc. 0.90% Add +1.4% 84,447 $18.0M
Crews Bank & Trust 2.34% Add +2.1% 84,362 $17.9M
Stratos Wealth Advisors, LLC 0.99% Add +5.5% 84,246 $17.9M
Quest Investment Management LLC 2.07% Reduce -4.5% 83,440 $17.8M
Forge Financial Services LLC 1.52% Reduce -1.4% 83,129 $17.7M
Cullen/Frost Bankers, Inc. 0.17% Add +1.6% 83,096 $17.7M
Allegheny Financial Group 1.87% Add +10.4% 82,666 $17.6M
Measured Wealth Private Client Group, LLC 4.25% Reduce -3.4% 82,579 $17.6M
Brown Brothers Harriman & Co. 0.08% Add +2.9% 82,042 $17.5M
Caldwell Trust Co 1.40% Add +3.7% 81,280 $17.3M
Granby Capital Management, LLC 8.88% No change 80,000 $17.0M
Dumont & Blake Investment Advisors LLC 3.80% Reduce -1.2% 79,451 $16.9M
Forvis Mazars Wealth Advisors, LLC 0.28% Reduce -3.1% 79,265 $16.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.40% Add +63.2% 78,798 $16.8M
Aft, Forsyth & Sober, LLC 5.24% No change 87,300 $16.8M
Manchester Financial Inc. 2.98% Reduce -3.4% 78,708 $16.7M
Cidel Asset Management Inc. 0.80% No change 78,090 $16.6M
Renaissance Technologies 0.02% Add +7.0% 77,300 $16.4M
New England Asset Management Inc. 1.96% Add +1.4% 77,155 $16.4M
Consolidated Portfolio Review Corp 1.37% Add +1.9% 77,104 $16.4M
Pine Ridge Advisers LLC 1.01% Add +1.9% 77,104 $16.4M
Howland Capital Management LLC 0.59% Add +102.8% 77,065 $16.4M
NDWM LLC 9.63% Add +10.9% 77,021 $16.4M
Berman McAleer LLC 1.89% Add +2.5% 76,633 $16.3M
Flputnam Investment Management Co. 0.19% Reduce -2.6% 76,210 $16.2M
Muirfield Wealth Advisors LLC 10.54% Add +0.0% 75,902 $16.1M
IPG Investment Advisors LLC 2.32% Add +3.5% 75,763 $16.1M
Walleye Partners, LLC 18.37% Reduce -19.7% 75,732 $16.1M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +114.5% 75,186 $16.0M
Parkside Investments, LLC 1.77% Reduce -15.7% 74,865 $15.9M
Hi-Line Capital Management, LLC 4.47% Add +6.8% 74,679 $15.9M
Duquesne Family Office 0.36% New 74,400 $15.8M
National Philanthropic Trust 0.23% Add +19.9% 73,187 $15.6M
Harbor Investment Advisory, LLC 1.09% Add +1.6% 73,046 $15.5M
L. Roy Papp & Associates, LLP 1.63% Add +3.4% 72,831 $15.5M
Capital Investment Advisors, LLC 0.20% Add +2.2% 72,675 $15.5M
Jacksonville Wealth Management, LLC 8.70% Add +5.2% 72,250 $15.4M
Focused Wealth Management, Inc 1.35% Add +0.4% 72,073 $15.3M
Performa Ltd (US), LLC 2.47% Add +3.3% 72,043 $15.3M
Axxcess Wealth Management, LLC 0.24% Reduce -8.9% 72,013 $15.3M
Walled Lake Planning & Wealth Management, LLC 3.87% Add +5.8% 71,996 $15.3M
Rhumbline Advisers 0.01% Add +64.8% 71,527 $15.2M
Park Avenue Securities LLC 0.09% Reduce -49.0% 71,392 $15.2M
Archer Investment Corp 2.91% Reduce -3.1% 71,262 $15.2M
Tandem Wealth Advisors LLC 6.03% Add +2.0% 71,243 $15.2M
Evercore Wealth Management, LLC 0.21% Add +21.5% 71,112 $15.1M
Advisors Preferred, LLC 2.34% Add +298.8% 70,249 $15.1M
Matthew Goff Investment Advisor, LLC 2.53% New 70,422 $15.0M
Larch Capital Partners LLC 2.13% Add +43.0% 69,932 $14.9M
Juncture Wealth Strategies, LLC 3.86% Add +58.8% 69,798 $14.9M
Greenwood Gearhart LLC 0.69% Reduce -71.3% 69,435 $14.8M
Millennium Management 0.01% Add +92.3% 69,152 $14.7M
Ethos Financial Group, LLC 0.98% Reduce -16.2% 67,809 $14.6M
Ssa Swiss Advisors AG 5.41% Reduce -0.8% 67,745 $14.4M
Abundance Wealth Counselors 0.93% Add +110.0% 67,669 $14.4M
Basso Capital Management, L.P. 3.53% Add +39.0% 67,361 $14.3M
Smith, Moore & Co. 0.93% Reduce -4.0% 67,050 $14.3M
Aspen Investment Management Inc 3.82% Add +1.6% 66,777 $14.2M
Woodard & Co. Asset Management Group Inc. 2.03% Reduce -29.2% 66,209 $14.1M
Cabot Wealth Management Inc. 1.43% Add +4.2% 66,033 $14.0M
Refined Wealth Management 8.47% Add +0.7% 65,994 $14.0M
Northern Trust Corp. 0.00% Reduce -3.2% 65,513 $13.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.78% Reduce -5.1% 65,000 $13.8M
Per Stirling Capital Management, LLC. 1.32% Add +1.7% 64,996 $13.8M
True North Advisors, LLC 1.32% Add +8.9% 64,882 $13.8M
Gillson Capital LP 0.81% Reduce -3.2% 64,650 $13.8M
Guidance Capital, Inc. 2.93% Add +7.3% 63,627 $13.7M
Chemung Canal Trust Co. 2.52% Add +5.8% 64,068 $13.6M
Virtue Capital Management, LLC 1.81% Reduce -16.8% 63,832 $13.6M
Advisor Resource Council 4.52% Reduce -5.3% 63,703 $13.6M
Norris Perne & French LLP 0.58% Add +5.2% 63,624 $13.5M
Retirement Financial Solutions, LLC 3.32% Add +7.7% 63,448 $13.5M
Capital Investment Advisory Services, LLC 0.83% Reduce -11.3% 63,330 $13.5M
LYNX Capital Group Ltd. 5.37% Add +30.7% 62,491 $13.3M
United Capital Financial Advisors, LLC 0.07% Reduce -4.1% 62,206 $13.2M
Advisor OS, LLC 0.88% Reduce -34.3% 62,207 $13.2M
Courage Miller Partners, LLC 3.48% Add +1.5% 62,067 $13.2M
Cambridge Associates LLC /Ma/ 0.19% Add +1027.3% 61,010 $13.0M
Pathstone Holdings, LLC 0.04% Add +5.3% 60,889 $13.0M
M3 Wealth Management, LLC 8.36% Add +6.6% 60,528 $12.9M
Flow Traders U.S. LLC 0.53% Reduce -37.8% 60,465 $12.9M
Maridea Wealth Management LLC 1.40% New 60,331 $12.8M
Hancock Whitney Corp. 0.21% Reduce -2.7% 59,926 $12.8M
Prism Advisors, Inc. 3.10% Add +0.8% 59,876 $12.7M
Perigon Wealth Management, LLC 0.20% Add +13.5% 59,506 $12.7M
Wealthcare Advisory Partners LLC 0.24% Reduce -27.7% 59,240 $12.6M
Integrated Advisors Network LLC 0.58% Add +27.0% 58,945 $12.5M
Sigma Planning Corp 0.31% Reduce -1.1% 58,565 $12.5M
Quattro Financial Advisors LLC 2.65% Reduce -13.5% 58,354 $12.4M
Raab & Moskowitz Asset Management LLC 2.49% Reduce -0.2% 58,196 $12.4M
CreativeOne Wealth, LLC 0.27% Reduce -5.5% 58,130 $12.4M
Greenleaf Trust 0.12% Reduce -0.0% 57,907 $12.3M
Koshinski Asset Management, Inc. 0.66% Add +9.3% 57,874 $12.3M
Private Wealth Group, LLC 4.74% Add +22.4% 57,736 $12.3M
World Investment Advisors 0.20% Reduce -15.3% 62,867 $12.2M
EP Wealth Advisors, LLC 0.05% Add +5.5% 57,242 $12.2M
First Financial Bank - Trust Division 0.87% Add +6.0% 57,022 $12.1M
IHT Wealth Management, LLC 0.26% Reduce -5.7% 56,965 $12.1M
Focus Partners Advisor Solutions, LLC 0.10% Add +15.9% 56,909 $12.1M
Atlas Private Wealth Advisors 2.65% Add +2.2% 56,827 $12.1M
Rothschild Capital Partners, LLC 2.60% No change 56,802 $12.1M
Yelin Lapidot Holdings Management Ltd. 2.27% No change 56,190 $12.0M
Frank, Rimerman Advisors LLC 0.68% Reduce -2.3% 56,074 $11.9M
Analyst IMS Investment Management Services Ltd. 0.28% No change 55,700 $11.9M
CM Wealth Advisors LLC 2.14% Add +1.2% 55,659 $11.8M
Operose Advisors LLC 2.29% Add +10.4% 55,590 $11.8M
Independent Financial Group, LLC 0.22% Add +9.0% 55,550 $11.8M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -28.4% 55,350 $11.8M
Prospera Financial Services Inc 0.17% Reduce -12.6% 55,082 $11.7M
Calydon Capital 1.72% Add +0.4% 55,087 $11.7M
Clarus Group, Inc. 3.95% Reduce -1.5% 54,733 $11.6M
Commerce Advisors, LLC 6.29% Add +315.1% 54,374 $11.6M
Instrumental Wealth, LLC 5.82% Add +5.0% 54,025 $11.5M
Nwi Management LP 0.73% No change 54,000 $11.5M
Carnegie Investment Counsel 0.23% Reduce -3.0% 53,986 $11.5M
Granville Capital, Inc. 5.13% Add +2.7% 53,946 $11.5M
Dorsey & Whitney Trust CO LLC 0.56% Add +2.7% 53,695 $11.4M
Kestra Private Wealth Services, LLC 0.13% Reduce -6.2% 53,625 $11.4M
First National Bank Sioux Falls 3.11% No change 56,621 $11.4M
Strategic Family Wealth Counselors, L.L.C. 2.64% Add +1.8% 53,351 $11.4M
Atlas Legacy Advisors, LLC 1.68% Add +1.1% 53,336 $11.3M
Round Rock Advisors LLC 1.46% Add +18.0% 53,115 $11.3M
Parallel Advisors, LLC 0.17% Add +7.7% 52,863 $11.2M
North Star Asset Management Inc. 0.44% Add +12.6% 52,341 $11.1M
Flagship Harbor Advisors, LLC 0.42% Add +2.8% 51,999 $11.1M
Rwa Wealth Partners, LLC 0.11% Add +3.5% 51,844 $11.0M
Lumbard & Kellner, LLC 3.34% Add +0.4% 51,810 $11.0M
Ironwood Financial, llc 1.70% Add +4.2% 50,597 $10.8M
Modera Wealth Management, LLC 0.12% Add +1.1% 50,815 $10.8M
Bryn Mawr Trust Advisors, LLC 0.46% Add +1.6% 49,961 $10.6M
Acima Private Wealth, LLC 3.08% Reduce -10.3% 49,806 $10.6M
New England Private Wealth Advisors LLC 1.02% Add +3.6% 49,529 $10.6M
Rothschild Investment LLC 0.40% Add +9.1% 49,665 $10.6M
Quad-Cities Investment Group, LLC 3.79% Add +3.6% 49,623 $10.6M
ZWJ Investment Counsel Inc. 0.34% Add +0.2% 49,620 $10.6M
Blue Bell Private Wealth Management, LLC 1.31% Reduce -0.7% 49,235 $10.5M
Kavar Capital Partners Group, LLC 1.29% Reduce -1.3% 49,105 $10.4M
Ssi Investment Management LLC 3.59% Reduce -0.7% 49,066 $10.4M
Myriad Asset Management Advisors LLC 2.46% New 49,034 $10.4M
Level Four Advisory Services, LLC 0.29% Add +7.5% 48,917 $10.4M
Winthrop Capital Management, LLC 2.50% Reduce -11.4% 48,623 $10.3M
Procyon Advisors, LLC 0.44% Reduce -1.0% 48,171 $10.2M
First United Bank & Trust 2.90% Add +8.8% 47,370 $10.1M
Bokf, NA 0.14% Add +4.6% 47,283 $10.1M
Firestone Capital Management 1.86% Add +2.8% 46,893 $10.0M
Mesirow Financial Investment Management, Inc. 0.16% Reduce -37.1% 46,627 $9.9M
Fire Capital Management LLC 4.03% Add +3.6% 46,489 $9.9M
McAdam, LLC 0.38% Reduce -83.1% 46,159 $9.8M
TigerOak Management, L.L.C. 2.76% Add +1.9% 46,152 $9.8M
Retireful, LLC 9.12% Add +102.1% 46,086 $9.8M
E&G Advisors, LLC 1.89% Add +0.2% 45,902 $9.8M
Castlekeep Investment Advisors LLC 4.88% Add +0.4% 45,823 $9.7M
Nitorum Capital, L.P. 6.64% New 45,800 $9.7M
Benjamin Edwards Inc. 0.09% Reduce -6.9% 45,645 $9.7M
DeDora Capital, Inc. 2.11% Reduce -1.9% 45,632 $9.7M
Stelac Advisory Services LLC 1.81% Add +0.8% 45,522 $9.7M
Alexis Investment Partners, LLC 5.66% Add +11.0% 45,405 $9.7M
Parsons Capital Management Inc. 0.44% Add +2.9% 45,246 $9.6M
CMG Global Holdings, LLC 4.08% Add +3.5% 45,186 $9.6M
Pallas Capital Advisors LLC 0.29% Add +1.4% 44,879 $9.5M
Diesslin Group, Inc. 3.66% Reduce -1.3% 44,552 $9.5M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +65.0% 42,463 $9.5M
New Insight Wealth Advisors 2.77% Reduce -7.9% 44,235 $9.4M
Annex Advisory Services, LLC 0.16% Reduce -0.5% 44,138 $9.4M
RFP Financial Group LLC 4.21% Reduce -4.1% 44,133 $9.4M
LCW Services, LLC 4.09% Add +7.9% 44,089 $9.4M
Connecticut Wealth Management, LLC 0.35% Reduce -4.8% 44,074 $9.4M
Blueprint Investment Partners LLC 0.78% Add +15.0% 43,789 $9.3M
Nicollet Investment Management, Inc. 2.88% Add +2.5% 43,786 $9.3M
Riversedge Advisors, LLC 1.22% Add +0.0% 43,283 $9.2M
Bank of Nova Scotia 0.01% Add +15525.4% 43,126 $9.2M
J.W. Cole Advisors, Inc. 0.16% Add +7.9% 42,950 $9.1M
Luken Investment Analytics, LLC 3.19% Add +9.6% 42,943 $9.1M
Nations Financial Group Inc, /Ia/ 0.44% Reduce -6.8% 42,929 $9.1M
Reicon Wealth Advisors, LLC 5.69% Add +0.8% 42,793 $9.1M
Coastal Bridge Advisors, LLC 0.56% Add +33.2% 42,528 $9.0M
Navalign, LLC 2.10% Add +0.9% 42,418 $9.0M
Ruggaard & Associates LLC 3.23% Reduce -6.6% 42,329 $9.0M
Birchcreek Wealth Management, LLC 3.50% Reduce -5.5% 42,281 $9.0M
RVW Wealth, LLC 0.59% Add +53.4% 42,246 $9.0M
BlueChip Wealth Advisors LLC 3.41% Add +3.9% 42,230 $9.0M
Allworth Financial LP 0.04% Reduce -0.4% 42,196 $9.0M
Reyes Financial Architecture, Inc. 5.00% Add +1398366.7% 41,954 $8.9M
One Capital Management, LLC 0.25% No change 46,338 $8.9M
Deutsche Bank AG 0.00% Reduce -30.6% 41,358 $8.8M
New Wave Wealth Advisors LLC 2.39% Add +3522.6% 41,117 $8.7M
Paulson Wealth Management Inc. 1.85% Add +29.7% 40,960 $8.7M
Mutual Advisors, LLC 0.16% Add +9.0% 40,777 $8.7M
Diversified Trust Co. 0.14% Add +8.5% 40,712 $8.7M
Beacon Capital Management, Inc. 0.52% Add +0.0% 40,659 $8.7M
Arkos Global Advisors 1.02% Add +13.7% 40,620 $8.6M
Fairvoy Private Wealth, LLC 1.74% Reduce -5.3% 40,547 $8.6M
Citizens Financial Group Inc. 0.10% Reduce -1.6% 40,534 $8.6M
Optima Capital LLC 3.40% Add +26.1% 40,468 $8.6M
Fluent Financial, LLC 3.07% Add +3.3% 40,438 $8.6M
Transcend Capital Advisors, LLC 0.58% Reduce -1.5% 40,427 $8.6M
Sageworth Trust Co 0.34% Reduce -64.0% 40,425 $8.6M
Ancora Advisors LLC 0.17% Reduce -4.4% 40,213 $8.6M
Financial Enhancement Group LLC 1.02% Add +37.1% 40,088 $8.5M
III Capital Management 2.23% New 40,000 $8.5M
Intesa Sanpaolo Wealth Management 1.70% New 40,000 $8.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.42% Add +1216.5% 39,915 $8.5M
Jain Global LLC 0.11% New 39,906 $8.5M
McHugh Group, LLC 4.38% Add +6.8% 39,902 $8.5M
Standard Family Office LLC 7.45% Add +59.0% 39,820 $8.5M
WealthPlan Investment Management, LLC 0.42% Reduce -7.1% 39,613 $8.4M
Richard W. Paul & Associates, LLC 2.57% Add +3.4% 39,568 $8.4M
Lantern Wealth Advisors, LLC 3.85% Add +0.5% 39,534 $8.4M
Magnus Financial Group LLC 0.60% Add +3.6% 39,320 $8.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -17.9% 39,053 $8.3M
Choate Investment Advisors 0.15% Reduce -9.8% 38,971 $8.3M
Lifestyle Asset Management, Inc. 2.23% Add +0.5% 38,908 $8.3M
Parallax Volatility Advisers, L.P. 0.37% New 38,765 $8.2M
First Horizon Corp. 0.31% Reduce -1.6% 38,272 $8.1M
Joel Isaacson & Co., LLC 0.24% Add +22.9% 38,224 $8.1M
Tocqueville Asset Management L.P. 0.11% Add +3.9% 38,107 $8.1M
Hilltop National Bank 1.73% No change 38,025 $8.1M
Curbstone Financial Management Corp 1.38% Reduce -3.7% 37,991 $8.1M
Signal Tree Financial Partners LLC 5.35% Add +2.2% 37,922 $8.1M
PMG Wealth Management, Inc. 4.99% Add +2.5% 37,920 $8.1M
Peddock Capital Advisors, LLC 1.60% Add +1.9% 37,720 $8.0M
Bcwm, LLC 2.35% Reduce -2.5% 37,715 $8.0M
Lakeshore Financial Planning, Inc. 2.57% Reduce -1.1% 37,547 $8.0M
Financial Guidance Group, Inc. 2.99% Add +2.7% 37,522 $8.0M
O'shaughnessy Asset Management, LLC 0.04% Add +31.6% 37,496 $8.0M
Vigilare Wealth Management 2.44% Add +286.6% 37,457 $8.0M
Blueprint Financial Advisors LLC 0.88% Add +8.1% 37,343 $7.9M
Dynamic Advisor Solutions LLC 0.23% Reduce -8.8% 37,322 $7.9M
Leavell Investment Management, Inc. 0.29% Reduce -0.8% 37,316 $7.9M
Composition Wealth, LLC 0.09% Reduce -19.0% 37,265 $7.9M
PCM Encore, LLC 1.39% Add +18.3% 37,230 $7.9M
Wealthfront Advisers LLC 0.02% Add +19.0% 37,124 $7.9M
WESPAC Advisors, LLC 3.85% Add +252.2% 37,084 $7.9M
Garner Asset Management Corp 2.56% Add +34.3% 37,037 $7.9M
Bluedoor Private Wealth, LLC 3.30% Add +5.4% 36,768 $7.8M
Oppenheimer & Co. Inc. 0.08% Add +0.2% 36,612 $7.8M
Members Trust Co 0.24% Reduce -4.6% 36,570 $7.8M
CenterStar Asset Management, LLC 6.03% New 36,500 $7.8M
Wood Tarver Financial Group, LLC 1.81% Add +1.9% 36,025 $7.7M
Black Diamond Financial, LLC 0.67% Reduce -8.9% 35,915 $7.6M
Fulton Breakefield Broenniman LLC 0.45% Add +22.4% 35,828 $7.6M
Ehrenkranz Partners L.P. 4.40% No change 35,785 $7.6M
Burke & Herbert Bank & Trust Co. 1.88% Add +14.2% 35,733 $7.6M
Elgethun Capital Management 1.06% Add +14.9% 35,680 $7.6M
Diversified Management Inc. 1.62% Reduce -5.7% 35,617 $7.6M
Atria Investments, Inc 0.08% Add +62.1% 35,595 $7.6M
Cherry Tree Wealth Management, LLC 1.42% Add +5.3% 35,492 $7.6M
Haverford Trust Co 0.06% Reduce -1.2% 35,306 $7.5M
Curi Capital, LLC 0.12% Add +0.6% 35,271 $7.5M
Fca Corp. 1.85% Add +4.7% 35,243 $7.5M
Modus Advisors, LLC 1.85% Add +2.2% 35,180 $7.5M
Sagace Wealth Management LLC 4.68% Add +1.0% 34,785 $7.4M
Ameraudi Asset Management, Inc. 3.35% Add +100.3% 34,718 $7.4M
Gateway Wealth Partners, LLC 0.44% Reduce -46.6% 34,581 $7.4M
Birch Hill Investment Advisors LLC 0.30% Reduce -2.1% 34,540 $7.3M
Lunt Capital Management, Inc. 2.68% Add +0.6% 34,283 $7.3M
Gainplan LLC 2.87% Add +10.2% 34,228 $7.3M
Intrepid Financial Planning Group LLC 2.46% Add +0.0% 34,031 $7.2M
Park Place Capital Corp 1.15% Add +3.5% 33,874 $7.2M
Fifth Third Wealth Advisors LLC 0.20% Add +0.9% 33,814 $7.2M
San Luis Wealth Advisors LLC 1.08% Add +11.1% 33,747 $7.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.79% Reduce -1.3% 33,659 $7.2M
Pettyjohn, Wood & White, Inc. 1.03% Add +0.5% 33,416 $7.1M
BigSur Wealth Management LLC 1.70% Add +3.7% 33,229 $7.1M
GWN Securities Inc. 1.18% Add +0.6% 33,225 $7.1M
Retirement Income Solutions, Inc. 1.22% No change 36,798 $7.1M
CapWealth Advisors, LLC 0.57% Reduce -2.9% 33,119 $7.0M
Apollon Wealth Management, LLC 0.09% Add +16.4% 33,103 $7.0M
Paces Ferry Wealth Advisors, LLC 2.63% Add +2.3% 33,060 $7.0M
Thoroughbred Financial Services, LLC 0.34% Reduce -2.1% 32,906 $7.0M
Quantbot Technologies LP 0.28% Add +141.5% 32,851 $7.0M
Wealth Care LLC 5.65% Reduce -0.1% 32,758 $7.0M
Kingsview Wealth Management, LLC 0.08% Add +3.4% 32,707 $7.0M
Snowden Capital Advisors LLC 0.16% Add +1.8% 32,554 $6.9M
Azimuth Capital Investment Management LLC 0.23% Add +2.0% 32,462 $6.9M
KLCM Advisors, Inc. 0.55% Add +1.5% 32,286 $6.9M
Mendota Financial Group, LLC 4.25% Reduce -21.3% 32,260 $6.9M
Menora Mivtachim Holdings LTD. 0.03% Reduce -15.7% 32,217 $6.9M
PEAK6 LLC 0.16% New 31,791 $6.8M
Stone Summit Wealth LLC 1.71% Reduce -1.5% 31,632 $6.7M
Excalibur Management Corp. 2.21% Add +13.9% 31,472 $6.7M
Simmons Bank 0.38% Add +2.3% 31,446 $6.7M
Great Diamond Partners, LLC 1.15% Add +3.1% 31,345 $6.7M
Kiley Juergens Wealth Management, LLC 1.04% Add +12.4% 31,265 $6.7M
Atlantic Edge Private Wealth Management, LLC 1.37% Add +4.5% 31,262 $6.7M
Marino, Stram & Associates LLC 1.06% Add +4.1% 31,212 $6.6M
Clear Harbor Asset Management, LLC 0.42% Add +0.7% 31,196 $6.6M
Precedent Wealth Partners, LLC 1.10% Reduce -1.7% 31,171 $6.6M
Waycross Investment Management Co 5.00% Add +11.0% 30,858 $6.6M
Joseph P. Lucia & Associates, LLC 1.96% Add +5.3% 30,687 $6.5M
General American Investors Co. Inc. 0.39% No change 30,611 $6.5M
Johnson Bixby & Associates, LLC 0.72% Reduce -0.1% 30,509 $6.5M
Carret Asset Management, LLC 0.57% Add +11.4% 30,490 $6.5M
Gambit Capital Management, LLC 3.77% Add +12.3% 30,420 $6.5M
BridgePort Financial Solutions, LLC 1.64% New 30,333 $6.5M
Phoenix Wealth Advisors 2.17% Add +2.9% 30,181 $6.4M
FSM Wealth Advisors, LLC 0.69% Add +3.1% 30,178 $6.4M
Ameritas Advisory Services, LLC 0.13% Add +456.6% 30,175 $6.4M
Cape Investment Advisory, Inc. 1.71% Reduce -1.5% 30,062 $6.4M
Moors & Cabot, Inc. 0.25% Add +17.3% 30,049 $6.4M
Atwood & Palmer Inc. 0.34% Reduce -15.1% 29,921 $6.4M
Eldridge Investment Advisors, Inc. 1.26% Reduce -6.7% 29,824 $6.3M
Balefire, LLC 1.03% Reduce -11.2% 29,649 $6.3M
Lake Street Private Wealth, LLC 0.72% Reduce -7.8% 29,537 $6.3M
Radnor Capital Management, LLC 0.88% Add +7.5% 29,510 $6.3M
CRA Financial Services, LLC 0.72% Add +0.1% 29,468 $6.3M
Focus Financial Network, Inc. 0.19% Reduce -4.8% 29,295 $6.2M
Grant Street Asset Management, Inc. 1.02% Reduce -1.0% 29,262 $6.2M
Pettinga Financial Advisors LLC 1.00% Reduce -6.8% 29,183 $6.2M
Orion Capital Management LLC 1.92% Add +0.4% 29,090 $6.2M
Black Maple Capital Management LP 4.12% Reduce -15.1% 28,900 $6.1M
Roundview Capital LLC 0.33% Add +15.1% 28,741 $6.1M
Nvest Wealth Strategies, Inc. 3.84% Add +4.4% 28,731 $6.1M
St. Louis Trust Co 0.70% No change 9,972 $6.1M
Freedom Day Solutions, LLC 1.35% Add +5.4% 28,633 $6.1M
Mezzasalma Advisors, LLC 1.22% New 28,614 $6.1M
Beese Fulmer Investment Management, Inc. 0.35% Add +6.7% 28,612 $6.1M
TCP Asset Management, LLC 0.69% Reduce -2.9% 28,586 $6.1M
Modern Wealth Management, LLC 0.07% Add +12.5% 28,575 $6.1M
Steel Grove Capital Advisors, LLC 0.56% Add +0.8% 28,339 $6.0M
Horizon Wealth Management, LLC 0.77% Add +0.1% 28,223 $6.0M
Grange Capital, LLC 5.53% Add +5.4% 28,217 $6.0M
Chilton Investment Co. Inc. 0.14% Add +74.7% 28,185 $6.0M
J2 Capital Management Inc 4.02% New 28,132 $6.0M
Genesis Private Wealth, LLC 1.68% Add +5.6% 28,110 $6.0M
International Assets Investment Management, LLC 0.36% Add +9.9% 27,943 $6.0M
River Wealth Advisors LLC 0.62% Add +9.2% 27,976 $6.0M
Pinnacle Wealth Management Group, Inc. 2.76% Reduce -0.3% 27,816 $5.9M
Atom Investors LP 0.53% New 27,764 $5.9M
Centaurus Financial, Inc. 0.23% Add +100.9% 27,716 $5.9M
Garden State Investment Advisory Services LLC 1.16% Reduce -3.9% 27,713 $5.9M
Delta Wealth Advisors LLC 4.20% Reduce -3.8% 27,638 $5.9M
Royal Harbor Partners, LLC 1.82% Add +0.6% 27,535 $5.9M
AlTi Global, Inc. 0.12% Add +0.8% 27,452 $5.8M
Milestone Investment Advisors LLC 1.26% Reduce -0.2% 27,382 $5.8M
Credit Agricole S A 0.01% Add +12.3% 27,358 $5.8M
Steinberganna Wealth Management 2.37% Add +0.7% 27,348 $5.8M
Darrow Company, Inc. 2.25% Reduce -0.5% 27,343 $5.8M
Bison Wealth, LLC 0.53% Add +3.0% 26,868 $5.8M
WealthCare Asset Management, LLC 2.41% New 27,026 $5.8M
Compass Capital Corp. /Ma/ 1.87% Reduce -0.3% 26,155 $5.7M
Caprock Group, LLC 0.11% Reduce -3.9% 26,975 $5.7M
Global Wealth Management, LLC 2.92% Add +0.2% 26,947 $5.7M
Marshall & Sterling Wealth Advisors Inc. 3.39% Add +474.7% 26,923 $5.7M
Sage Capital Management, LLC 2.23% Reduce -0.1% 26,861 $5.7M
Romano Brothers and Company 0.57% Reduce -1.1% 26,832 $5.7M
Agf Management Ltd. 0.02% Reduce -22.7% 26,711 $5.7M
O'ROURKE & COMPANY, Inc 1.98% Add +3.4% 26,639 $5.7M
Meridian Investment Counsel Inc. 1.22% Reduce -0.5% 26,636 $5.7M
Maripau Wealth Management LLC 2.02% Add +12.7% 26,529 $5.7M
Crumly & Associates Inc. 1.08% Reduce -12.8% 26,521 $5.6M
Wedbush Securities Inc. 0.14% Add +2.9% 26,348 $5.6M
Founders Financial Securities LLC 0.29% Reduce -11.0% 26,297 $5.6M
Mountain Pacific Investment Advisers LLC 0.88% Add +9.3% 26,281 $5.6M
WealthShield Partners, LLC 0.85% Reduce -13.3% 26,154 $5.6M
Lester Murray Antman dba SimplyRich 1.30% No change 26,084 $5.5M
Hilltop Holdings Inc. 0.45% Add +18.1% 25,879 $5.5M
Sterling Capital Management LLC 0.09% Add +0.3% 25,810 $5.5M
Aprio Wealth Management, LLC 0.27% Add +51.8% 25,523 $5.4M
Investment Advisory Services Inc. /TX 1.56% Add +1.5% 25,439 $5.4M
Viawealth, LLC 2.72% Add +20.3% 25,432 $5.4M
Prostatis Group LLC 1.26% Add +29.7% 25,395 $5.4M
Cordgrass Capital Advisors, LLC 2.01% Reduce -19.6% 25,384 $5.4M
Evolution Wealth Advisors, LLC 0.63% Add +14.8% 25,379 $5.4M
Lanark Financial, Inc. 0.37% Add +136.5% 25,350 $5.4M
Trueblood Wealth Management, LLC 1.88% Add +5.1% 25,273 $5.4M
Wakefield Asset Management LLLP 1.20% Add +3.9% 25,149 $5.4M
Ausdal Financial Partners, Inc. 0.21% Reduce -74.0% 25,141 $5.3M
RMR Capital Management, LLC 3.67% Add +2.6% 25,080 $5.3M
Market Street Wealth Management Advisors LLC 0.76% Reduce -1.9% 25,006 $5.3M
Tailwinds Wealth, LLC 3.13% New 24,927 $5.3M
Strategy Asset Managers LLC 0.79% Reduce -0.0% 24,855 $5.3M
Prairie Advisory, LLC 1.27% — 24,845 $5.3M
CVFG LLC 0.55% Add +0.1% 24,760 $5.3M
Krilogy Financial LLC 0.15% Add +0.1% 24,619 $5.2M
Spire Wealth Management 0.16% Reduce -22.7% 24,556 $5.2M
Global Retirement Partners, LLC 0.08% — 24,486 $5.2M
Ceera Investments, LLC 2.20% Add +13.7% 24,357 $5.2M
Defined Wealth Management, LLC 2.66% Reduce -0.4% 24,328 $5.2M
Confluence Wealth Services, Inc. 0.15% Add +4.0% 24,272 $5.2M
Costello Asset Management, INC 1.54% Add +11.6% 24,176 $5.1M
Exchange Traded Concepts, LLC 0.03% Add +128.3% 24,084 $5.1M
Ticino Wealth 1.62% Add +91.6% 24,077 $5.1M
Raffa Wealth Management, LLC 0.64% Add +0.2% 24,011 $5.1M
Kapitalo Investimentos Ltda 0.40% New 24,000 $5.1M
Taylor & Morgan Wealth Management, LLC 2.52% Reduce -7.9% 23,999 $5.1M
Bulltick Wealth Management, LLC 1.04% No change 23,994 $5.1M
Patten & Patten Inc. 0.27% Add +7.5% 23,884 $5.1M
Rainier Family Wealth Inc. 2.87% Add +192.1% 23,733 $5.0M
Samalin Investment Counsel, LLC 1.61% Add +20.9% 23,557 $5.0M
Inkwell Capital LLC 5.22% Reduce -0.1% 23,510 $5.0M
Mgo One Seven LLC 0.08% Add +3.9% 23,450 $5.0M
Empowered Funds, LLC 0.03% Reduce -17.4% 23,224 $4.9M
Well Done, LLC 0.66% Reduce -27.2% 23,211 $4.9M
Bellars Harris Wealth Management, LLC 1.00% — 23,191 $4.9M
Bailard, Inc. 0.10% Add +0.7% 23,059 $4.9M
Valmark Advisers, Inc. 0.05% Add +7.4% 23,019 $4.9M
Nwam LLC 0.24% Add +17.0% 23,017 $4.9M
Cannell & Spears LLC 0.09% Reduce -2.0% 22,956 $4.9M
Alexander Labrunerie & Co., Inc. 1.71% Add +19.8% 22,788 $4.8M
Sunpointe, LLC 1.37% Add +3.9% 22,742 $4.8M
Fonville Wealth Management LLC 0.79% Reduce -0.1% 22,727 $4.8M
LexAurum Advisors, LLC 0.56% Add +13.6% 22,647 $4.8M
Ironsides Asset Advisors, LLC 1.13% No change 22,647 $4.8M
Foundations Investment Advisors, LLC 0.05% Reduce -36.0% 22,638 $4.8M
Calamos Wealth Management LLC 0.15% Add +10.6% 22,601 $4.8M
Alta Wealth Advisors LLC 1.30% Reduce -0.4% 22,513 $4.8M
Marex Group Ltd 0.04% Reduce -33.1% 22,429 $4.8M
Kovack Advisors, Inc. 0.23% Add +29.5% 22,335 $4.8M
Battery Global Advisors, LLC 2.37% Add +12.7% 22,256 $4.7M
Belpointe Asset Management LLC 0.15% Reduce -4.5% 22,157 $4.7M
Tranquilli Financial Advisor LLC 2.53% Add +7.5% 22,131 $4.7M
Great Valley Advisor Group, Inc. 0.07% Add +1.9% 21,762 $4.6M
Turning Point Benefit Group, Inc. 1.99% Add +217.3% 21,715 $4.6M
Markin Asset Management, LP 3.95% New 21,703 $4.6M
Sheets Smith Wealth Management 0.46% Add +1.6% 21,699 $4.6M
Vontobel Holding Ltd. 0.02% Reduce -39.0% 21,679 $4.6M
Telos Capital Management, Inc. 0.41% Add +2.1% 21,643 $4.6M
Benchmark Financial Wealth Advisors, LLC 1.13% Add +3.2% 21,441 $4.6M
Keystone Financial Group 0.27% Add +0.3% 21,232 $4.5M
Daniel Investment Group, Inc. 2.66% — 21,153 $4.5M
KPP Advisory Services LLC 0.57% Add +0.4% 21,117 $4.5M
Central Pacific Bank - Trust Division 0.47% Reduce -1.4% 21,000 $4.5M
River's Edge Wealth Management, LLC 3.93% Add +4.7% 20,958 $4.5M
Longaeva Partners L.P. 0.13% New 20,922 $4.5M
Cowa, LLC 1.20% Add +2.4% 20,840 $4.4M
Hegarty Advisors, LLC 3.04% Reduce -4.1% 20,777 $4.4M
Cambria Investment Management, L.P. 0.22% Add +5.5% 20,776 $4.4M
Global Financial Private Client, LLC 1.20% Add +8.3% 20,750 $4.4M
Aspiriant, LLC 0.11% Reduce -0.9% 20,744 $4.4M
Independent Advisor Alliance 0.10% Reduce -69.1% 20,598 $4.4M
Access Financial Services, Inc. 1.43% Reduce -2.0% 20,558 $4.4M
Safe Harbor Fiduciary, LLC 3.39% New 20,483 $4.4M
Moneta Group Investment Advisors LLC 0.03% Add +3.2% 20,405 $4.3M
Verdence Capital Advisors LLC 0.23% Reduce -19.0% 20,369 $4.3M
Gator Capital Management, LLC 0.93% Reduce -9.9% 20,361 $4.3M
Bearing Point Capital, LLC 0.58% Add +5.9% 20,312 $4.3M
Acorn Wealth Advisors, LLC 1.05% Reduce -0.0% 20,300 $4.3M
Bessemer Group Inc. 0.01% Reduce -7.9% 20,205 $4.3M
Exit Wealth Advisors, LLC. 1.96% Add +70.0% 20,175 $4.3M
Second Line Capital, LLC 0.80% Add +5.5% 20,156 $4.3M
First PREMIER Bank 0.69% Add +6.1% 20,140 $4.3M
Fortress Financial Group, LLC 2.14% Reduce -59.5% 20,109 $4.3M
Lockheed Martin Investment Management Co. 0.17% No change 20,000 $4.3M
Prime Capital Investment Advisors, LLC 0.04% Reduce -4.0% 19,922 $4.2M
Meridian Financial Advisors, LLC 2.03% Reduce -2.0% 19,831 $4.2M
First National Bank of Mount Dora, Trust Investment Services 0.84% No change 19,827 $4.2M
Stock Yards Bank & Trust Co. 0.12% Add +3.5% 19,784 $4.2M
B. Riley Wealth Advisors, Inc. 0.23% Reduce -19.6% 19,707 $4.2M
Maltin Wealth Management, Inc. 1.39% Reduce -5.6% 19,576 $4.2M
Mosaic Financial Group, LLC 2.65% Add +0.1% 19,475 $4.1M
PFG Advisors 0.21% Add +25.2% 19,447 $4.1M
Wellington Shields Capital Management, LLC 0.52% Add +8.6% 19,345 $4.1M
Sax Wealth Advisors, LLC 0.17% Reduce -8.7% 21,412 $4.1M
Synergy Asset Management, LLC 0.39% New 19,265 $4.1M
Cadent Capital Advisors, LLC 0.85% Reduce -18.0% 19,231 $4.1M
Investment Research Partners LLC 1.38% Add +4.1% 19,213 $4.1M
Strong Tower Advisory Services 0.73% Add +0.4% 19,205 $4.1M
Jacobi Capital Management LLC 0.20% Reduce -1.2% 19,129 $4.1M
Compass Capital Management, Inc. 0.24% Add +902.7% 19,101 $4.1M
Wick Capital Partners, LLC 0.61% Reduce -26.3% 18,846 $4.0M
Amplius Wealth Advisors, LLC 0.29% Reduce -6.0% 18,763 $4.0M
Edgestream Partners, L.P. 0.12% Reduce -10.7% 18,713 $4.0M
HighPoint Advisor Group LLC 0.14% Reduce -60.8% 18,712 $4.0M
Penobscot Investment Management Company, Inc. 0.27% Add +20.4% 18,654 $4.0M
Natixis 0.02% Add +27.9% 18,608 $4.0M
Bigelow Investment Advisors, LLC 1.42% Add +6.7% 18,461 $3.9M
Financial Planning Hawaii, Inc. 2.11% Reduce -1.5% 18,452 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -39.5% 18,440 $3.9M
Natixis Advisors, LLC 0.00% Add +25.6% 18,418 $3.9M
Equity Investment Corp. 0.07% Reduce -15.0% 18,387 $3.9M
Marble Wealth, LLC 0.60% Reduce -2.4% 18,359 $3.9M
Martel Wealth Advisors LLC 0.61% Reduce -1.2% 18,352 $3.9M
Partners Capital Investment Group, LLP 0.14% Reduce -42.0% 18,256 $3.9M
Oxbow Advisors, LLC 0.32% Reduce -0.9% 18,049 $3.8M
Wellspring Financial Advisors, LLC 0.25% Reduce -1.6% 18,024 $3.8M
Rehmann Capital Advisory Group 0.17% Add +6.6% 17,900 $3.8M
BostonPremier Wealth LLC 1.62% Add +1.6% 17,943 $3.8M
Fourth Dimension Wealth, LLC 1.21% Add +10.1% 17,915 $3.8M
Verity Asset Management, Inc. 1.44% Reduce -3.0% 17,886 $3.8M
Fort Sheridan Advisors LLC 0.41% Add +4.0% 17,874 $3.8M
Lord & Richards Wealth Management, LLC 2.96% Add +5.0% 17,775 $3.8M
Williams Jones Wealth Management, LLC. 0.04% Add +2.9% 17,734 $3.8M
Y-Intercept (Hong Kong) Ltd 0.07% Add +190.7% 17,712 $3.8M
Mark Sheptoff Financial Planning, LLC 2.00% Add +2.1% 17,689 $3.8M
Intellectus Partners, LLC 0.65% Add +1.7% 17,668 $3.8M
Retirement Planning Group, LLC 0.10% Add +1.7% 17,640 $3.8M
Stegner Investment Associates Inc. 1.78% No change 17,631 $3.8M
Clear Creek Financial Management, LLC 0.24% Reduce -3.8% 17,617 $3.7M
TPG Advisors LLC 2.05% Add +8.6% 17,592 $3.7M
WESPAC Advisors SoCal, LLC 0.67% New 17,503 $3.7M
Private Advisory Group LLC 0.21% Add +36.0% 17,501 $3.7M
Seeds Investor LLC 0.38% Add +172.7% 17,497 $3.7M
Elevation Point Wealth Partners, LLC 0.07% Reduce -6.0% 17,455 $3.7M
Towle & Co. 1.26% Add +58.3% 17,443 $3.7M
Pinnacle Wealth Planning Services, Inc. 0.35% Add +6.8% 17,280 $3.7M
Regal Investment Advisors LLC 0.19% Reduce -6.5% 17,270 $3.7M
Jordan Park Group LLC 0.19% No change 17,200 $3.7M
Bienville Capital Management, LLC 0.53% Add +392.0% 17,126 $3.6M
Shapiro Capital Management LLC 0.22% Reduce -10.0% 17,125 $3.6M
Headlands Technologies LLC 0.38% New 16,978 $3.6M
Perennial Advisors, LLC 0.56% Add +74.2% 16,794 $3.6M
Fortis Capital Advisors, LLC 0.40% Reduce -0.4% 16,782 $3.6M
Spinnaker Trust 0.17% Add +6.5% 16,698 $3.6M
Keystone Global Partners, LLC 1.35% Reduce -7.8% 16,632 $3.5M
Atlas Wealth LLC 0.57% Reduce -1.8% 16,552 $3.5M
Kelly Financial Group LLC 0.78% Reduce -3.5% 16,511 $3.5M
Wingate Wealth Advisors, Inc. 1.55% Add +1.0% 16,510 $3.5M
Roman Butler Fullerton & Co. 0.83% Add +11.8% 16,311 $3.5M
Van Hulzen Asset Management, LLC 0.25% Reduce -7.5% 16,419 $3.5M
Advisory Research Inc. 0.35% Add +0.0% 16,408 $3.5M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -6.1% 16,257 $3.5M
Purkiss Capital Advisors LLC 1.31% Add +15.9% 16,229 $3.5M
Boston Partners 0.00% Add +40.6% 17,169 $3.4M
Chicago Partners Investment Group LLC 0.07% Add +0.4% 16,164 $3.4M
Wesbanco Bank Inc. 0.09% Add +9.1% 16,092 $3.4M
Farmers National Bank 0.71% Add +5.3% 16,045 $3.4M
Cushing Capital Partners, LLC 2.35% Add +5.8% 16,030 $3.4M
Lexington Hill Partners, LLC 1.65% Reduce -11.9% 15,999 $3.4M
Schuylkill Financial LLC 3.11% — 15,829 $3.4M
Delos Wealth Advisors, LLC 1.73% Add +3.0% 15,824 $3.4M
Madrid Wealth Management, LLC 2.20% Add +0.0% 15,764 $3.4M
Simplicity Wealth,LLC 0.11% Add +127.5% 15,725 $3.3M
SteelPeak Wealth, LLC 0.09% Add +1.0% 15,712 $3.3M
Capital Analysts, LLC 0.08% Add +3.2% 15,673 $3.3M
Shepherd Financial Partners LLC 0.27% Reduce -23.4% 15,638 $3.3M
Brightwater Advisory LLC 2.10% Reduce -1.9% 15,587 $3.3M
Tripletail Wealth Management, LLC 3.80% Add +30.0% 15,367 $3.3M
GEM Asset Management, LLC 1.30% Add +0.2% 15,511 $3.3M
American Alpha Advisors, LLC 1.95% Add +50.9% 15,477 $3.3M
Bouchey Financial Group, Ltd. 0.21% Reduce -0.8% 15,458 $3.3M
Trek Financial, LLC 0.16% New 15,394 $3.3M
Silver Oak Securities, Incorporated 0.20% Add +16.6% 15,361 $3.3M
Alpha Omega Wealth Management LLC 0.50% Reduce -0.5% 15,352 $3.3M
Saxony Capital Management, LLC 1.49% Add +25.5% 15,305 $3.3M
Fiduciary Alliance LLC 0.22% Add +10.2% 15,288 $3.3M
Madison Wealth Partners, Inc 0.41% Reduce -5.4% 15,243 $3.2M
Drexel Morgan & Co. 0.45% No change 15,215 $3.2M
Godshalk Welsh Capital Management, Inc. 1.74% Add +1.2% 15,205 $3.2M
Perryman Financial Advisory Inc. 0.43% Reduce -6.1% 15,201 $3.2M
Counterweight Ventures, LLC 1.61% Reduce -1.2% 15,154 $3.2M
Cordoba Advisory Partners LLC 0.68% Add +1.8% 15,121 $3.2M
Private Trust Co. NA 0.26% Reduce -2.6% 15,100 $3.2M
Baker Ellis Asset Management LLC 0.33% Reduce -0.7% 15,085 $3.2M
First Washington CORP 0.78% New 14,993 $3.2M
Rothschild Wealth LLC 0.25% Reduce -3.9% 14,972 $3.2M
Inscription Capital, LLC 0.28% Add +8.7% 14,914 $3.2M
Kennicott Capital Management LLC 1.47% Reduce -0.2% 14,872 $3.2M
Birinyi Associates Inc. 0.75% Reduce -0.7% 14,844 $3.2M
Marco Investment Management LLC 0.21% Add +2.8% 14,785 $3.1M
Lyell Wealth Management, LP 0.19% Reduce -13.1% 14,773 $3.1M
GC Wealth Management RIA, LLC 0.18% Reduce -31.5% 14,750 $3.1M
EFG International AG 0.06% Reduce -4.5% 14,723 $3.1M
Sincerus Advisory, LLC 2.12% Reduce -1.1% 14,703 $3.1M
Tandem Investment Partners LLC 2.40% Add +0.2% 14,660 $3.1M
AdvisorNet Financial, Inc 0.14% Reduce -0.3% 14,637 $3.1M
Private Client Services, LLC 0.82% Reduce -17.2% 14,617 $3.1M
BCS Private Wealth Management, Inc. 0.94% Reduce -3.2% 14,615 $3.1M
Pine Valley Investments Ltd Liability Co 0.13% Add +0.7% 14,567 $3.1M
Brighton Jones LLC 0.06% Add +6.8% 14,558 $3.1M
Aureus Asset Management, LLC 0.19% Reduce -6.8% 14,553 $3.1M
Monument Capital Management 0.62% Add +39.0% 14,505 $3.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.13% No change 14,466 $3.1M
Smith Chas P & Associates Pa Cpas 0.16% No change 14,403 $3.1M
Francis Financial, Inc. 0.50% Add +3.7% 14,374 $3.1M
Tower Bridge Advisors 0.28% Add +5.5% 14,338 $3.1M
NWF Advisory Services Inc. 0.29% Add +2.6% 14,317 $3.0M
Trinity Wealth Management, LLC 0.96% Add +154.5% 14,272 $3.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Add +0.2% 14,256 $3.0M
HBK Sorce Advisory LLC 0.06% Add +5.8% 13,744 $3.0M
Financial Sense Advisors, Inc. 0.66% Add +354.6% 14,162 $3.0M
Roger Wittlin Investment Advisory, LLC 2.37% Reduce -7.8% 14,160 $3.0M
Group One Trading LLC 0.09% New 14,148 $3.0M
Davis R M Inc. 0.05% Reduce -1.2% 14,144 $3.0M
Kestra Investment Management, LLC 0.06% Reduce -0.6% 14,110 $3.0M
Crescent Grove Advisors, LLC 0.25% Add +6.3% 14,105 $3.0M
WASHINGTON TRUST Co 0.09% Add +3.6% 14,079 $3.0M
Riverbend Wealth Management, LLC 1.52% Add +4.7% 14,073 $3.0M
Fearless Solutions, LLC dba Best Invest 1.57% Add +2.1% 13,988 $3.0M
Cape Ann Savings Bank 1.39% Add +11.3% 13,890 $3.0M
Soundwatch Capital LLC 0.33% No change 13,819 $2.9M
Astra Wealth Partners LLC 1.64% Add +18.3% 13,800 $2.9M
Avail Investment Partners, LLC 2.26% Add +3.6% 13,775 $2.9M
Epiq Partners, LLC 1.27% Reduce -0.9% 13,736 $2.9M
Investment House LLC 0.13% Reduce -43.0% 13,734 $2.9M
Meridian Wealth Management, LLC 0.09% Reduce -25.5% 13,630 $2.9M
Klingman & Associates, LLC 0.12% No change 13,603 $2.9M
Biondo Investment Advisors, LLC 0.35% Add +6.3% 13,517 $2.9M
Greenwich Wealth Management LLC 0.10% Add +0.0% 13,509 $2.9M
Sowell Financial Services LLC 0.09% Reduce -0.4% 13,479 $2.9M
First National Bank of Omaha 0.08% Add +0.6% 13,439 $2.9M
Kingswood Wealth Advisors, LLC 0.12% Reduce -12.1% 13,449 $2.9M
Blue Capital, Inc. 1.82% Reduce -6.2% 13,440 $2.9M
PCG Wealth Advisors, LLC 0.64% Add +2.5% 13,427 $2.9M
Visionary Horizons, LLC 1.19% Add +2.3% 13,395 $2.9M
Cornerstone Wealth Group, LLC 0.17% Add +2.2% 13,375 $2.8M
Meadow Creek Wealth Advisors LLC 1.73% Reduce -5.3% 13,346 $2.8M
Moneco Advisors, LLC 0.17% Add +7.7% 13,288 $2.8M
Old National Bancorp 0.06% Add +5.8% 13,285 $2.8M
Arrowroot Family Office, LLC 0.81% Add +1.3% 13,257 $2.8M
Virginia Estate & Retirement Planning Advisors Inc. 3.39% New 31,239 $2.8M
SlateStone Wealth, LLC 0.21% Reduce -18.2% 13,156 $2.8M
Tudor Financial Inc. 1.25% Add +1.2% 13,105 $2.8M
Shrier Wealth Management, LLC 0.95% Add +0.6% 13,103 $2.8M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -0.7% 12,925 $2.8M
Principal Securities, Inc. 0.03% Add +29.1% 13,038 $2.8M
Waterford Advisors, LLC 0.76% Reduce -3.7% 13,024 $2.8M
AE Wealth Management LLC 0.01% Reduce -48.0% 12,986 $2.8M
Valued Retirements, Inc. 2.48% Add +0.3% 12,960 $2.8M
First National Trust Co 0.09% Reduce -7.5% 12,949 $2.8M
Fiduciary Group, LLC 0.22% Reduce -2.4% 12,916 $2.7M
WCG Wealth Advisors LLC 0.07% Reduce -21.0% 12,910 $2.7M
Ciovacco Capital Management LLC 1.22% Add +0.2% 12,836 $2.7M
Laraway Financial Advisors Inc 1.65% Reduce -0.8% 12,797 $2.7M
Two Sigma Securities, LLC 0.23% Reduce -63.1% 12,792 $2.7M
Madison Asset Management, LLC 0.03% Add +46.7% 12,760 $2.7M
Hyposwiss Advisors SA 2.57% No change 12,745 $2.7M
Western Wealth Management, LLC 0.09% Add +4.5% 12,733 $2.7M
Burns J W & Co. Inc. 0.28% Reduce -6.8% 12,655 $2.7M
Hourglass Capital, LLC 0.53% No change 12,620 $2.7M
REDW Wealth LLC 0.96% Reduce -0.3% 12,564 $2.7M
CoreFirst Bank & Trust 1.33% Add +1.5% 12,539 $2.7M
Financial Solutions Advisory Group, Inc. 0.34% Add +2.2% 12,451 $2.7M
Welch Capital Partners LLC 0.52% No change 12,488 $2.7M
Meridian Wealth Advisors, LLC 0.30% No change 12,486 $2.7M
Parisi Gray Wealth Management 0.54% Add +11.4% 12,433 $2.6M
Whittier Trust Co. 0.03% Reduce -16.0% 12,248 $2.6M
Farnam Financial LLC 1.92% Add +3.8% 12,355 $2.6M
Herbst Group, LLC 1.43% Add +53.5% 12,333 $2.6M
Envision Financial Transparency, LLC 2.24% Add +1162.8% 16,000 $2.6M
OMNI 360 Wealth, Inc. 1.21% Add +1.8% 12,291 $2.6M
EagleClaw Capital Managment, LLC 0.35% Add +10.3% 12,285 $2.6M
Brindle & Bay Financial Advisors, LLC 1.30% Add +21.6% 12,261 $2.6M
Root Financial Partners, LLC 0.10% Add +6.2% 12,122 $2.6M
Pension & Wealth Management Advisors, Inc. 0.69% Reduce -0.7% 12,050 $2.6M
Strategic Financial Concepts, LLC 0.76% Reduce -0.8% 12,033 $2.6M
CORDA Investment Management, LLC. 0.16% Add +2.3% 12,015 $2.6M
Cypress Capital Group 0.24% Add +22.0% 12,008 $2.6M
BTC Capital Management, Inc. 0.15% No change 12,000 $2.6M
Moss Adams Wealth Advisors LLC 0.16% No change 11,962 $2.5M
MTM Investment Management, LLC 0.73% Add +0.5% 11,945 $2.5M
Outlook Wealth Advisors, LLC 0.55% Add +4.5% 11,920 $2.5M
Milestone Asset Management Group, LLC 1.28% Reduce -1.4% 11,919 $2.5M
Quantum Financial Partners LLC 1.29% — 11,825 $2.5M
Copia Wealth Management 1.51% Add +23.5% 11,786 $2.5M
Net Worth Advisory Group 0.63% Add +6.8% 11,779 $2.5M
Boston Trust Walden Corp 0.02% Add +36.9% 11,779 $2.5M
Dodds Wealth, LLC 0.56% Add +0.0% 11,761 $2.5M
Triangle Securities Wealth Management 0.50% Reduce -1.1% 11,751 $2.5M
Trilogy Capital Inc. 0.10% Add +15.6% 11,695 $2.5M
Lionsbridge Wealth Management LLC 2.43% Reduce -5.7% 11,658 $2.5M
Bluespring Wealth Management, LLC 0.05% New 11,596 $2.5M
American Capital Advisory, LLC 0.90% Reduce -20.9% 11,573 $2.5M
Fortune Financial Advisors, LLC 1.05% Reduce -4.0% 11,546 $2.5M
Greykasell Wealth Strategies, Inc. 0.89% Reduce -0.6% 11,484 $2.4M
Asset Allocation & Management Company, LLC 0.80% No change 11,468 $2.4M
LGL Partners, LLC 0.89% Add +0.4% 11,450 $2.4M
Heritage Wealth Management, Inc. 0.61% Add +4.1% 11,447 $2.4M
GoalVest Advisory LLC 0.45% Reduce -44.0% 11,413 $2.4M
Tranquility Partners, LLC 0.83% Reduce -6.9% 11,377 $2.4M
AlphaStar Capital Management, LLC 0.15% Add +5.4% 11,339 $2.4M
SevenBridge Financial Group, LLC 0.35% Reduce -0.6% 10,908 $2.4M
Dana Investment Advisors, Inc. 0.06% Reduce -0.7% 11,283 $2.4M
Tyche Wealth Partners LLC 0.34% Add +34.1% 11,271 $2.4M
PW Nova Financial Services LLC 0.51% Add +0.5% 11,233 $2.4M
Compass Wealth Management, LLC 0.95% Reduce -0.1% 11,222 $2.4M
KWB Wealth 0.20% Reduce -2.5% 11,214 $2.4M
Beacon Financial Advisory LLC 0.47% Add +0.6% 11,190 $2.4M
ASL Financial, LLC 1.67% Add +2.9% 11,173 $2.4M
Hudson Oak Wealth Advisory LLC 1.83% Add +0.4% 11,154 $2.4M
Merkkuri Wealth Advisors LLC 1.47% Reduce -6.3% 11,122 $2.4M
Patriot Investment Management Group, Inc. 0.14% Reduce -0.1% 11,080 $2.4M
BKM Wealth Management, LLC 0.83% Reduce -5.2% 11,052 $2.4M
Oribel Capital Management, LP 0.19% New 5,400 $2.3M
Horizon Bancorp Inc. 1.09% Reduce -2.7% 10,978 $2.3M
Macroview Investment Management LLC 1.45% Add +17.9% 10,970 $2.3M
Schrum Private Wealth Management LLC 2.39% Add +4.8% 14,035 $2.3M
Everest Private Wealth 0.86% Add +0.0% 10,870 $2.3M
Provident Wealth Management, LLC 0.60% Reduce -3.6% 10,864 $2.3M
Visionary Wealth Advisors 0.09% Add +5.6% 10,850 $2.3M
Blue Jean Financial LLC 1.60% New 10,821 $2.3M
BOK Financial Private Wealth, Inc. 0.12% Reduce -8.0% 10,799 $2.3M
Charis Legacy Partners, LLC 2.82% Add +0.5% 10,780 $2.3M
Red Door Wealth Management, LLC 0.21% Add +16.9% 10,768 $2.3M
Novare Capital Management LLC 0.16% Add +3.0% 10,746 $2.3M
TFR Capital, LLC. 0.64% Add +0.6% 10,712 $2.3M
Creekside Partners 0.82% Add +0.1% 10,691 $2.3M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -13.3% 10,645 $2.3M
Balentine LLC 0.08% Add +16.8% 10,597 $2.3M
Mosaic Family Wealth Partners, LLC 0.15% Add +52.7% 10,551 $2.2M
Wedmont Private Capital 0.06% Add +5.9% 10,424 $2.2M
Delta Investment Management, LLC 0.37% Reduce -12.2% 10,477 $2.2M
Del-Sette Capital Management, LLC 1.29% Add +171.5% 10,419 $2.2M
Rooted Wealth Advisors, Inc. 0.54% Add +13.2% 10,382 $2.2M
NorthRock Partners, LLC 0.03% Reduce -64.1% 10,353 $2.2M
Texas Capital Bank Wealth Management Services Inc 0.12% No change 10,311 $2.2M
Cahill Financial Advisors Inc. 0.21% Reduce -0.5% 10,270 $2.2M
Independent Wealth Advisors LLC 1.98% Add +22.7% 10,259 $2.2M
Avidian Wealth Enterprises, LLC 0.06% Add +12.9% 10,256 $2.2M
Talon Private Wealth, LLC 0.25% Add +4.4% 10,145 $2.2M
Peak Retirement Planning, Inc. 0.34% Add +26.1% 10,119 $2.2M
J. Safra Sarasin Holding AG 0.03% Add +17.6% 11,036 $2.2M
Atlantic Union Bankshares Corp 0.04% Reduce -2.6% 10,080 $2.1M
Afg Fiduciary Services Limited Partnership 1.69% Reduce -1.1% 9,970 $2.1M
MJP Associates Inc. 0.23% Reduce -2.4% 10,062 $2.1M
Guyasuta Investment Advisors Inc. 0.11% Reduce -1.2% 10,052 $2.1M
Weil Company, Inc. 0.38% Reduce -19.5% 10,041 $2.1M
Graetz Wealth LLC 1.70% Reduce -36.6% 10,020 $2.1M
Peak Planning Group, LLC 0.48% Reduce -10.0% 10,020 $2.1M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -58.2% 10,001 $2.1M
Independent Solutions Wealth Management, LLC 0.28% No change 9,982 $2.1M
Evergreen Capital Management LLC 0.04% Add +18.3% 9,929 $2.1M
Hobbs Group Advisors, LLC 0.56% Reduce -0.5% 9,924 $2.1M
Second Half Financial Partners, LLC 0.87% Add +5.1% 9,922 $2.1M
T3 Companies, LLC 2.45% New 9,900 $2.1M
Highlander Partners, L.P. 0.71% No change 9,900 $2.1M
Creative Financial Designs Inc. 0.10% Reduce -20.3% 9,894 $2.1M
NovaPoint Capital, LLC 0.44% Reduce -11.7% 9,834 $2.1M
Focused Alpha, LLC 0.53% Add +0.4% 9,784 $2.1M
ProVise Management Group, LLC 0.14% Add +4.1% 9,765 $2.1M
Avestar Capital, LLC 0.12% Reduce -1.9% 9,762 $2.1M
NCM Capital Management, LLC 0.64% Add +0.1% 9,755 $2.1M
Evelyn Partners Group Ltd 0.04% — 9,718 $2.1M
Interval Partners, LP 0.07% Reduce -76.4% 9,686 $2.1M
Argent Trust Co 0.06% Add +7.4% 9,681 $2.1M
EverSource Wealth Advisors, LLC 0.07% Reduce -20.5% 9,632 $2.0M
Taylor Securities Services, Inc. 0.83% Add +31.3% 9,618 $2.0M
Regions Financial Corp. 0.01% Reduce -35.6% 9,609 $2.0M
Indivisible Partners 0.12% Reduce -1.4% 9,596 $2.0M
Osborne Partners Capital Management, LLC 0.11% Reduce -1.9% 9,573 $2.0M
Shepherd Kaplan Krochuk, LLC 1.62% Add +45.2% 9,557 $2.0M
Gilbert Capital Group, Inc. 1.42% Reduce -3.5% 9,543 $2.0M
American Investment Services, Inc. 0.43% No change 9,522 $2.0M
First Merchants Corp. 0.07% Reduce -4.0% 9,515 $2.0M
Keystone Wealth Services, LLC 0.37% Reduce -3.0% 9,388 $2.0M
Signaturefd, LLC 0.03% Reduce -2.8% 9,361 $2.0M
Mizuho Markets Americas LLC 0.04% Add +88.9% 9,350 $2.0M
Deltec Asset Management LLC 0.29% No change 9,317 $2.0M
NorthCoast Asset Management LLC 0.04% Reduce -0.9% 9,305 $2.0M
Barbara Oil Co. 0.67% New 9,210 $2.0M
IMC-Chicago, LLC 0.02% New 9,267 $2.0M
Professional Advisory Services Inc. 0.22% Add +20.9% 9,257 $2.0M
Xcelsior Advisor Partners LLC 0.26% Add +37.3% 9,249 $2.0M
PFG Investments, LLC 0.08% Reduce -5.2% 9,193 $2.0M
Tower Research Capital LLC (TRC) 0.05% Add +18653.1% 9,189 $2.0M
Grove Bank & Trust 0.19% Reduce -0.8% 9,169 $2.0M
Elm3 Financial Group, LLC 1.34% Reduce -0.3% 9,162 $1.9M
Leigh Baldwin & Co., LLC 1.04% Add +9.8% 9,111 $1.9M
Conservest Capital Advisors, Inc. 0.15% Reduce -0.3% 9,103 $1.9M
Bantamac Capital, LLC 1.36% No change 9,025 $1.9M
Citadel Advisors 0.00% New 8,985 $1.9M
Manske Wealth Management 0.47% Reduce -1.4% 8,982 $1.9M
Renasant Bank 1.23% Reduce -0.4% 8,972 $1.9M
Permanent Capital Management, LP 0.25% Reduce -92.0% 8,945 $1.9M
Magnolia Capital Advisors LLC 0.32% Add +1.5% 8,888 $1.9M
Stillwater Private Wealth, LLC 1.23% Reduce -44.5% 8,543 $1.9M
Axis Wealth Partners, LLC 0.90% Reduce -6.2% 8,855 $1.9M
Worth Asset Management, LLC 0.60% Add +33.8% 8,851 $1.9M
North Star Investment Management Corp. 0.10% Add +9.3% 8,815 $1.9M
Twin Focus Capital Partners, LLC 0.19% No change 8,800 $1.9M
Madison Park Capital Advisors, LLC 1.33% Add +17.2% 7,887 $1.9M
Verger Capital Management LLC 0.54% Add +0.4% 8,731 $1.9M
Global Assets Advisory, LLC 0.40% New 8,630 $1.8M
Kintra Wealth, LLC 0.10% Add +5.1% 8,292 $1.8M
Daymark Wealth Partners, LLC 0.04% Add +3.7% 8,664 $1.8M
Fiduciary Financial Advisors 0.19% New 8,674 $1.8M
M&T Bank Corp 0.01% Reduce -1.1% 8,608 $1.8M
Sharp Wealth Advisory, LLC 0.85% Add +19.9% 8,607 $1.8M
GSG Advisors LLC 0.40% Add +5.7% 8,599 $1.8M
Wilmington Savings Fund Society, FSB 0.04% Reduce -4.6% 8,592 $1.8M
Noble Wealth Management PBC 0.83% Add +5.2% 8,574 $1.8M
Fifth Third Securities, Inc. 0.10% Add +16.3% 8,570 $1.8M
Midwest Trust Co 0.02% Reduce -1.3% 8,561 $1.8M
Legacy Wealth Management, LLC / MS 0.47% Add +8.4% 8,556 $1.8M
Mather Group, Llc. 0.02% Add +18.2% 8,548 $1.8M
Moody LYNN Lieberson & Walker, LLC 0.10% Reduce -10.6% 8,523 $1.8M
Prairiewood Capital, LLC 0.47% No change 8,478 $1.8M
Absolute Capital Management, LLC 0.45% New 8,454 $1.8M
Smithfield Trust Co 0.07% Reduce -4.4% 8,417 $1.8M
Trail Ridge Investment Advisors, LLC 0.75% Reduce -0.2% 8,348 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -59.9% 8,341 $1.8M
Invst, LLC 0.17% Reduce -36.6% 8,338 $1.8M
J. M. Brown & Associates Inc. 1.01% — 8,300 $1.8M
Berkshire Asset Management LLC 0.07% Add +0.0% 8,295 $1.8M
Israel Discount Bank of New York 3.25% No change 8,239 $1.8M
Dymon Asia Capital (singapore) Pte. LTD. 0.28% New 8,228 $1.8M
Forum Finance Group S.A. 0.63% Reduce -0.2% 10,170 $1.7M
Quadrant Capital Group LLC 0.05% No change 8,211 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% No change 8,198 $1.7M
Tsfg, LLC 0.22% Add +0.1% 8,191 $1.7M
Myriad Asset Management US LP 2.40% New 8,176 $1.7M
Perennial Investment Advisors, LLC 0.12% Add +7.3% 8,167 $1.7M
Sendero Wealth Management, LLC 0.17% No change 8,164 $1.7M
Beaton Management Co. Inc. 0.71% Reduce -0.2% 8,159 $1.7M
McCarter Private Wealth Services LLC 0.60% Reduce -1.9% 8,153 $1.7M
Hollencrest Capital Management 0.11% Reduce -17.9% 8,132 $1.7M
Trust Co. of Vermont 0.06% — 8,116 $1.7M
Am Investment Strategies LLC 0.33% Add +0.9% 8,100 $1.7M
Wealthspire Retirement, LLC 0.09% Add +60.6% 8,090 $1.7M
Bluesphere Advisors LLC 0.53% No change 8,071 $1.7M
Peregrine Asset Advisers, Inc. 0.37% Reduce -1.1% 8,046 $1.7M
Patten Group, Inc. 0.27% Reduce -1.6% 8,037 $1.7M
Legacy Capital Group California, Inc. 0.51% New 7,978 $1.7M
Anchyra Partners LLC 0.41% No change 7,972 $1.7M
Cypress Asset Management Inc. 0.33% Reduce -0.6% 7,968 $1.7M
Topsail Wealth Management, LLC 0.22% Reduce -0.6% 7,967 $1.7M
Advyzon Investment Management, LLC 0.12% Reduce -1.7% 7,963 $1.7M
Seelaus Asset Management LLC 1.20% Reduce -9.9% 7,950 $1.7M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -0.6% 7,896 $1.7M
Atwater Malick LLC 0.37% Add +2.1% 7,888 $1.7M
Bawa N Mallick Trust 0.54% Add +30.9% 7,851 $1.7M
UMB Bank, n.a. 0.02% Reduce -21.0% 7,816 $1.7M
Solstein Capital, LLC 0.57% No change 7,807 $1.7M
Oakmont Advisory Group, LLC 1.39% Add +1.9% 7,802 $1.7M
Cornerstone Advisory, LLC 0.14% Add +20.6% 7,713 $1.6M
YANKCOM Partnership 0.59% No change 7,700 $1.6M
Onyx Bridge Wealth Group LLC 0.15% Reduce -0.4% 7,660 $1.6M
Obermeyer Wealth Partners 0.07% Reduce -0.7% 7,659 $1.6M
Periscope Capital Inc. 0.27% No change 7,650 $1.6M
IMA Advisory Services, Inc. 0.10% Add +4269.7% 7,647 $1.6M
Salomon & Ludwin, LLC 0.13% Reduce -5.1% 7,612 $1.6M
Covenant Asset Management, LLC 0.29% Add +2.6% 7,634 $1.6M
August Group Capital Ltd 1.77% Add +1.4% 7,583 $1.6M
Destination Wealth Management 0.04% Reduce -46.8% 7,582 $1.6M
First City Capital Management, Inc. 0.78% Add +15.7% 7,562 $1.6M
Grantvest Financial Group LLC 0.93% Add +34.5% 7,560 $1.6M
360 Financial, Inc. 0.41% Reduce -3.9% 7,552 $1.6M
RDA Financial Network 0.35% Reduce -15.0% 7,534 $1.6M
Capital Management Associates 2.05% No change 7,500 $1.6M
Dupree Financial Group, LLC 0.60% Add +1.0% 7,473 $1.6M
Regatta Research & Money Management 1.50% — 7,462 $1.6M
Highland Capital Management, LLC 0.07% Add +13.4% 7,451 $1.6M
SageView Advisory Group, LLC 0.05% Add +0.0% 7,423 $1.6M
Blue Chip Partners, LLC 0.10% Reduce -0.5% 7,414 $1.6M
Banta Asset Management LP 1.41% Reduce -38.6% 7,410 $1.6M
Professional Financial Advisors, LLC 0.27% Add +11.3% 7,404 $1.6M
Lazard Freres Gestion S.A.S. 0.03% No change 7,400 $1.6M
Flagstar Securities, Inc. 0.47% Reduce -1.4% 7,376 $1.6M
Gilman Hill Asset Management, LLC 0.22% Reduce -1.9% 7,366 $1.6M
Callan Family Office, LLC 0.03% Add +0.2% 7,366 $1.6M
Abound Financial, LLC 0.62% Reduce -4.4% 7,364 $1.6M
Flagship Wealth Advisors, LLC 0.35% Add +1203.8% 7,262 $1.5M
Archford Capital Strategies, LLC 0.16% Reduce -7.5% 7,258 $1.5M
Cornerstone Wealth Management, LLC 0.07% Add +0.5% 7,230 $1.5M
Compound Planning, Inc. 0.04% Add +6.3% 7,207 $1.5M
Rockbridge Investment Management, LCC 0.12% No change 7,184 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -56.0% 7,157 $1.5M
Sagespring Wealth Partners, LLC 0.02% Add +28.3% 7,140 $1.5M
Vantus Wealth LLC 0.81% — 7,105 $1.5M
Oliver Luxxe Assets LLC 0.22% Reduce -6.7% 7,091 $1.5M
Barrett & Company, Inc. 0.42% Add +0.0% 7,091 $1.5M
Legacy Private Trust Co. 0.08% Reduce -3.1% 7,090 $1.5M
Cannon Advisors, Inc. 0.91% Reduce -70.0% 7,005 $1.5M
Jmac Enterprises LLC 0.25% Add +3.4% 7,009 $1.5M
Quadcap Wealth Management, LLC 0.14% Add +3.8% 6,996 $1.5M
Alliance Wealth Management Group 0.29% No change 6,989 $1.5M
Towercrest Capital Management 0.21% No change 6,989 $1.5M
SMART Wealth LLC 0.32% Reduce -73.0% 6,987 $1.5M
Ardent Capital Management, Inc. 0.61% Reduce -9.6% 6,920 $1.5M
Revolve Wealth Partners, LLC 0.15% New 6,826 $1.5M
Intellus Advisors LLC 0.18% Add +1.1% 6,796 $1.4M
Darwin Wealth Management, LLC 0.39% Reduce -3.5% 6,760 $1.4M
Insight Advisors, LLC/ PA 0.25% Add +0.8% 6,749 $1.4M
Royal Capital Wealth Management, LLC 0.81% Add +33.7% 6,747 $1.4M
Russell Investments Group, Ltd. 0.00% Reduce -31.7% 6,742 $1.4M
Vertex Planning Partners, LLC 0.21% Reduce -10.8% 6,738 $1.4M
Inspire Advisors, LLC 0.10% Add +79.3% 6,728 $1.4M
Strathmore Capital Advisors, Inc. 0.39% Reduce -16.1% 6,723 $1.4M
Sharkey, Howes & Javer 0.17% Add +10.2% 6,719 $1.4M
Cardiff Park Advisors, LLC 0.11% Add +0.1% 6,715 $1.4M
Ballast Rock Private Wealth LLC 0.66% Reduce -1.6% 6,693 $1.4M
Baldwin Investment Management, LLC 0.14% Add +21.6% 6,692 $1.4M
Madden Advisory Services, Inc. 0.51% Reduce -2.7% 6,686 $1.4M
Ritholtz Wealth Management 0.02% Reduce -17.1% 6,683 $1.4M
Independence Bank of Kentucky 0.16% Reduce -1.6% 6,679 $1.4M
Private Wealth Advisors, LLC 0.42% Add +30.1% 6,674 $1.4M
Lathrop Investment Management Co. 0.25% Add +6.7% 6,676 $1.4M
KCM Investment Advisors LLC 0.04% Reduce -0.8% 6,669 $1.4M
Innova Wealth Partners 0.59% Add +62.3% 6,664 $1.4M
JT Stratford LLC 0.16% Reduce -27.5% 6,661 $1.4M
Prime Buchholz LLC 0.51% New 6,652 $1.4M
Syverson Strege & Co 0.31% No change 6,597 $1.4M
Townsend Asset Management Corp. /NC/ 0.45% Add +43.9% 6,585 $1.4M
TruNorth Capital Management, LLC 0.22% Add +452.1% 6,581 $1.4M
Silvercrest Asset Management Group LLC 0.01% Reduce -3.0% 6,571 $1.4M
Castellan Group 0.15% New 6,562 $1.4M
Keebeck Wealth Management 0.14% Add +29.7% 6,556 $1.4M
Flagship Private Wealth, LLC 0.49% Add +17.6% 6,525 $1.4M
D.B. Root & Company, LLC 0.29% Reduce -15.5% 6,520 $1.4M
Charter Research & Investment Group, Inc. 0.84% No change 6,507 $1.4M
IFS Group,LLC 1.90% Add +8.7% 6,503 $1.4M
Provenance Wealth Advisors, LLC 0.13% No change 6,493 $1.4M
Waddell & Associates, LLC 0.07% No change 6,491 $1.4M
Opulen Financial Group LLC 0.86% Add +0.9% 6,461 $1.4M
Evermay Wealth Management LLC 0.14% Reduce -2.3% 6,442 $1.4M
Sovran Advisors, LLC 0.10% Add +12.5% 6,334 $1.4M
Cedrus Wealth Group LLC 1.19% Add +149.4% 6,415 $1.4M
Ocean Park Asset Management, LLC 0.07% Add +2.6% 6,381 $1.4M
HHM Wealth Advisors, LLC 0.14% Add +1.4% 6,365 $1.4M
QRG Capital Management, Inc. 0.01% Reduce -5.0% 6,350 $1.4M
JGP Wealth Management, LLC 0.12% Reduce -0.6% 6,317 $1.3M
Dudley Capital Management, LLC 0.54% Reduce -3.6% 6,308 $1.3M
Financial Advisory Corp 0.18% Reduce -2.4% 6,297 $1.3M
Mycio Wealth Partners, LLC 0.25% No change 6,290 $1.3M
Everett Harris & Co. 0.02% Add +10.1% 6,283 $1.3M
MMBG Investment Advisors Co. 0.11% No change 6,266 $1.3M
Fidelis Capital Partners, LLC 0.08% Reduce -28.4% 6,263 $1.3M
Fort Point Capital Partners LLC 0.14% Reduce -29.1% 6,246 $1.3M
Johnson Financial Group, LLC 0.07% New 6,205 $1.3M
Mma Asset Management LLC 0.42% Add +20.4% 6,177 $1.3M
Sentry LLC 0.37% Add +1.1% 6,168 $1.3M
Certuity, LLC 0.06% Add +5.7% 6,160 $1.3M
Trust Co. of Toledo NA 0.11% Reduce -1.6% 6,152 $1.3M
Avant Capital LLC 0.81% Add +1.6% 6,108 $1.3M
Summit Wealth Partners, LLC 0.18% Add +0.1% 6,101 $1.3M
Curry Webb Wealth Management LLC 0.54% Reduce -14.5% 6,098 $1.3M
Allen Capital Group, LLC 0.11% Add +40.5% 6,094 $1.3M
Colorado Capital Management, Inc. 0.44% No change 6,069 $1.3M
Elmwood Wealth Management, Inc. 0.32% Reduce -6.0% 6,050 $1.3M
Yarger Wealth Strategies, LLC 0.46% Add +0.4% 5,985 $1.3M
Nuveen, LLC 0.00% New 6,028 $1.3M
Dockside LLC 0.30% — 6,024 $1.3M
Retirement Investment Advisors, Inc. 0.09% No change 5,980 $1.3M
1832 Asset Management L.P. 0.00% No change 6,020 $1.3M
Nicolet Bankshares Inc. 0.04% No change 6,013 $1.3M
Advisory Alpha, LLC 0.03% Reduce -2.1% 5,992 $1.3M
XY Planning Network, Inc. 0.16% Add +0.0% 5,967 $1.3M
Apollon Financial, LLC 0.15% Add +15.7% 5,962 $1.3M
Aries Wealth Management 0.25% Reduce -3.3% 5,958 $1.3M
Chicago Capital, LLC 0.03% Add +1.9% 5,935 $1.3M
Perkins Coie Trust Co 0.21% Reduce -3.0% 5,902 $1.3M
Grandfield & Dodd, LLC 0.07% Add +3.1% 5,866 $1.2M
Chemistry Wealth Management LLC 0.20% Add +0.1% 5,858 $1.2M
HORAN Wealth, LLC 0.16% Add +23.0% 5,856 $1.2M
Strategic Wealth Partners, Ltd. 0.08% Reduce -10.1% 5,848 $1.2M
Allie Family Office LLC 0.46% Add +30.1% 5,836 $1.2M
Diligent Investors, LLC 0.28% Add +3.5% 5,834 $1.2M
RFG Advisory, LLC 0.02% Reduce -31.0% 5,814 $1.2M
Boothe Investment Group, Inc. 0.39% Add +3.4% 5,806 $1.2M
Benedict Financial Advisors Inc. 0.24% Reduce -0.7% 5,797 $1.2M
Advisors Management Group Inc. 0.20% Add +1.6% 5,791 $1.2M
Burling Wealth Partners, LLC 0.18% Reduce -0.1% 5,789 $1.2M
JMG Financial Group, Ltd. 0.03% Reduce -2.2% 5,747 $1.2M
CCG Wealth Management, LLC 0.28% Reduce -0.3% 5,717 $1.2M
Clifford Swan Investment Counsel LLC 0.04% Reduce -12.0% 5,712 $1.2M
JFS Wealth Advisors, LLC 0.06% Add +1.3% 5,691 $1.2M
Pictet North America Advisors SA 0.11% No change 5,690 $1.2M
Duncker Streett & Co. Inc. 0.20% Add +26.6% 5,685 $1.2M
BIP Wealth, LLC 0.03% Add +17.8% 5,684 $1.2M
Riverbridge Partners LLC 0.03% New 5,673 $1.2M
Platform Technology Partners 0.20% Add +4.8% 5,664 $1.2M
Phraction Management LLC 0.31% Reduce -4.2% 5,648 $1.2M
Larson Financial Group LLC 0.03% Add +70.4% 5,632 $1.2M
Calton & Associates, Inc. 0.18% Reduce -5.2% 5,618 $1.2M
Marshall Financial Group, LLC 0.17% Reduce -13.1% 5,607 $1.2M
IFG Advisory, LLC 0.04% Add +1614.4% 5,606 $1.2M
IFG Advisors, LLC 0.16% Add +3.0% 5,601 $1.2M
Thrive Capital Management, LLC 0.22% Add +13.7% 5,598 $1.2M
Koss-Olinger Consulting, LLC 0.09% Reduce -64.3% 5,593 $1.2M
Goodman Financial Corp 0.18% Add +1.2% 5,589 $1.2M
Arrien Investments, Inc. 0.60% Add +48.1% 5,578 $1.2M
TFB Advisors LLC 0.52% Reduce -12.7% 5,576 $1.2M
Principal Financial Group Inc. 0.00% No change 5,565 $1.2M
Becker Capital Management Inc. 0.03% Reduce -0.9% 5,557 $1.2M
Zhang Financial LLC 0.03% Reduce -17.3% 5,555 $1.2M
American Institute for Advanced Investment Management, LLP 0.68% Reduce -0.8% 5,551 $1.2M
Hudson Value Partners, LLC 0.30% Add +53.6% 5,544 $1.2M
Adkins Seale Capital Management LLC 1.04% Add +9.5% 5,518 $1.2M
HUB Investment Partners, LLC 0.02% Add +66.3% 5,498 $1.2M
Silverlake Wealth Management LLC 0.22% Reduce -36.1% 5,490 $1.2M
Autumn Glory Partners, LLC 0.33% No change 5,471 $1.2M
Invested Advisors 1.02% Add +5.3% 5,438 $1.2M
Massachusetts Wealth Management 0.44% Add +5.8% 5,427 $1.2M
Correct Capital Wealth Management 0.20% No change 5,419 $1.2M
Ritter Daniher Financial Advisory LLC / DE 0.18% Reduce -5.8% 5,405 $1.2M
Game Plan Financial Advisors, LLC 0.46% Add +9.0% 5,380 $1.1M
Lafayette Investments, Inc. 0.21% Add +4.4% 5,371 $1.1M
Murphy & Mullick Capital Management Corp 0.71% Add +86.4% 5,257 $1.1M
Palumbo Wealth Management LLC 0.24% Reduce -13.8% 5,354 $1.1M
Abbot Financial Management, Inc. 0.42% Reduce -4.4% 5,340 $1.1M
High Point Wealth Management, LLC 0.94% Add +0.2% 5,294 $1.1M
Hassell Wealth Management, LLC 0.35% Reduce -8.0% 5,301 $1.1M
Cascade Financial Partners, LLC 0.10% No change 5,279 $1.1M
Cambridge Advisors Inc. 0.19% Add +0.0% 5,275 $1.1M
GAMMA Investing LLC 0.04% No change 5,272 $1.1M
Truepoint, Inc. 0.02% No change 5,237 $1.1M
Culbertson A N & Co. Inc. 0.13% Reduce -9.3% 5,236 $1.1M
Atlas Brown,Inc. 0.30% Reduce -2.0% 5,230 $1.1M
Harbor Advisory Corp. 0.30% No change 5,205 $1.1M
Monte Financial Group, LLC 0.35% Add +6.2% 5,123 $1.1M
DV Trading LLC 0.09% Reduce -22.9% 5,144 $1.1M
Advisortrust Partners, LLC 0.37% Add +258.1% 5,139 $1.1M
Tenon Financial LLC 0.35% Add +42.7% 5,135 $1.1M
Astoria Portfolio Advisors LLC. 0.18% New 5,117 $1.1M
Kachkovsky & Fisher, Inc. 1.05% — 5,107 $1.1M
Rockland Trust Co. 0.04% No change 5,104 $1.1M
Gen-Wealth Partners Inc 0.30% No change 5,100 $1.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.13% No change 5,099 $1.1M
Clientfirst Wealth Management, LLC 0.89% No change 5,096 $1.1M
Segment Wealth Management, LLC 0.06% No change 5,094 $1.1M
Wealth Alliance, LLC 0.09% Add +23.8% 5,090 $1.1M
Crewe Advisors LLC 0.08% Add +1.4% 5,086 $1.1M
Forum Financial Management, LP 0.01% Reduce -19.9% 5,076 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Reduce -37.8% 5,075 $1.1M
Wealth Advisors of Tampa Bay, LLC 0.33% No change 5,058 $1.1M
Twelve Points Wealth Management LLC 0.22% Reduce -11.3% 5,047 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% No change 5,030 $1.1M
GW&K Investment Management, LLC 0.01% Add +33.5% 5,006 $1.1M
Keudell/Morrison Wealth Management 0.20% Add +2.9% 5,001 $1.1M
Hartree Partners, LP 0.23% Reduce -9.1% 5,000 $1.1M
Lighthouse Investment Partners, LLC 0.03% No change 5,000 $1.1M
Toth Financial Advisory Corp. 0.10% Add +2.3% 5,000 $1.1M
Live Oak Private Wealth LLC 0.13% Add +44.7% 4,998 $1.1M
Old North State Trust, LLC 0.55% No change 4,985 $1.1M
Loudon Investment Management, LLC 0.52% Add +11.7% 4,974 $1.1M
Monarch Capital Management Inc. 0.24% Add +5.5% 4,952 $1.1M
West Bancorporation Inc. 0.45% Add +13.2% 4,922 $1.0M
Mission Wealth Management, LP 0.01% Add +71.3% 4,918 $1.0M
Arcus Capital Partners, LLC 0.43% Add +0.1% 4,916 $1.0M
Bfsg, LLC 0.09% Add +4.2% 4,910 $1.0M
Cooksen Wealth, LLC 0.66% Add +1.1% 4,904 $1.0M
Zions Bancorporation, National Association 0.06% No change 4,900 $1.0M
Pasadena Private Wealth, LLC 0.13% No change 4,890 $1.0M
Third View Private Wealth, LLC 0.13% New 4,870 $1.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.36% Add +51.6% 4,868 $1.0M
Odyssey Capital Advisors, Inc. 0.74% Reduce -5.7% 4,867 $1.0M
Ted Buchan & Co 0.34% Reduce -0.1% 4,865 $1.0M
Quartz Partners, LLC 0.34% Add +11.1% 4,843 $1.0M
Salem Investment Counselors Inc. 0.03% Reduce -0.3% 4,842 $1.0M
Evergreen Wealth Management, LLC 0.48% Reduce -79.5% 4,841 $1.0M
Mascagni Wealth Management, Inc. 0.64% Reduce -14.6% 4,838 $1.0M
Caliber Wealth Management, LLC / KS 0.10% Reduce -1.2% 4,819 $1.0M
Tilia Fiduciary Partners, Inc. 0.49% Add +13.4% 4,816 $1.0M
Ankerstar Wealth, LLC 0.86% Add +16.4% 4,811 $1.0M
Pinion Investment Advisors, LLC 0.19% Reduce -47.0% 4,803 $1.0M
Van Den Berg Management I, Inc. 0.22% Add +1.3% 4,792 $1.0M
Palisade Capital Management, LP 0.05% Add +56.5% 4,790 $1.0M
IKE Capital, LLC 0.54% Add +1.6% 4,785 $1.0M
Summit Financial Wealth Advisors, LLC 0.13% No change 4,783 $1.0M
GatePass Capital, LLC 0.39% Add +253.6% 4,763 $1.0M
Associated Banc-Corp 0.02% Add +3.9% 4,753 $1.0M
Chesley Taft & Associates LLC 0.04% Reduce -0.3% 4,746 $1.0M
ICW Investment Advisors LLC 0.35% Add +12.8% 4,718 $1.0M
Boston Research & Management Inc. 0.22% Add +1.2% 4,705 $1.0M
Comprehensive Financial Planning, Inc. 0.53% Add +3.7% 4,689 $998K
Pacific Capital Wealth Advisors, Inc. 0.15% Reduce -48.1% 4,687 $997K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.36% Add +5.3% 4,684 $997K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -98.6% 4,677 $995K
Runnymede Capital Advisors, Inc. 0.59% No change 4,676 $995K
Persistent Asset Partners Ltd 0.31% New 4,667 $993K
Cedar Wealth Management, LLC 0.25% No change 4,639 $987K
Shoker Investment Counsel, Inc. 0.25% Add +0.3% 4,623 $984K
Seamount Financial Group Inc. 0.40% Add +5.2% 4,619 $983K
Waldron Private Wealth LLC 0.03% Add +79.1% 4,613 $982K
TBH Global Asset Management, LLC 0.18% Add +11.8% 4,608 $980K
Howard Capital Management Group, LLC 0.06% Reduce -20.7% 4,575 $973K
Members Wealth LLC 0.53% Add +11.3% 4,558 $970K
Assetmark, Inc. 0.00% Add +11.5% 4,523 $962K
Morton Capital Management LLC 0.13% Add +9.9% 4,497 $957K
Disciplined Investors, L.L.C. 0.48% Reduce -6.1% 4,483 $954K
Brown Wealth Management, LLC 0.21% Add +10.2% 4,473 $952K
Sfmg, LLC 0.06% Add +0.2% 4,469 $951K
CSM Advisors, LLC 0.02% No change 4,450 $947K
Sfm, LLC 0.48% Add +1.2% 4,443 $945K
Innovative Asset Advisors Group, LLC 0.41% Reduce -5.6% 4,435 $944K
WealthTrust Axiom LLC 0.21% Add +18.4% 4,432 $943K
AMG National Trust Bank 0.02% Reduce -53.0% 4,425 $942K
Founders Financial Alliance, LLC 0.12% No change 4,424 $941K
Crossmark Global Holdings, Inc. 0.01% No change 4,405 $937K
Schnieders Capital Management, Llc. 0.12% Add +33.1% 4,403 $937K
Board of Trustees of The Leland Stanford Junior University 0.17% New 4,381 $932K
Principle Wealth Partners LLC 0.05% Add +0.0% 4,378 $931K
Canvas Wealth Advisors, LLC 0.13% Add +1.2% 4,373 $930K
Austin Asset Management Co Inc 0.13% No change 4,371 $930K
Foguth Wealth Management, LLC. 0.11% Reduce -10.1% 4,378 $930K
Provident Investment Management, Inc. 0.09% New 4,365 $929K
Freestone Capital Holdings, LLC 0.02% Add +68.0% 4,364 $929K
Intrua Financial, LLC 0.09% Reduce -11.2% 4,341 $924K
Key Client Fiduciary Advisors, LLC 0.27% Reduce -2.0% 4,302 $915K
Greystone Financial Group, LLC 0.25% Reduce -1.3% 4,276 $910K
Total Clarity Wealth Management, Inc. 0.18% Reduce -14.1% 4,257 $906K
Friedenthal Financial 0.42% Add +0.2% 4,257 $906K
Capital Advisors Wealth Management, LLC 0.11% Add +9.5% 4,248 $904K
Ehrlich Financial Group 0.46% Reduce -1.1% 4,246 $903K
Rossmore Private Capital 0.07% Reduce -26.1% 4,245 $903K
Bay Capital Advisors, LLC 0.48% Reduce -10.4% 4,238 $902K
Integrity Alliance, Llc. 0.03% Add +26.9% 4,233 $901K
RPS Advisory Solutions LLC 0.60% New 4,232 $900K
Carrera Capital Advisors 0.13% Reduce -30.1% 4,220 $898K
Cathy Pareto & Associates, Inc. 0.52% Reduce -12.1% 4,203 $894K
Addison Capital Co 0.15% Reduce -14.2% 4,167 $887K
Retirement Planning Co of New England, Inc. 0.32% Add +1.6% 4,160 $885K
Briggs Wealth Management, Inc 0.81% No change 4,154 $884K
Legacy Wealth Partners, LLC 0.20% New 4,145 $882K
PKS Advisory Services, LLC 0.14% Reduce -41.0% 4,137 $881K
Vista Investment Management 0.27% Add +2.0% 4,138 $881K
Panoramic Investment Advisors, LLC 0.42% No change 4,136 $880K
Collective Family Office LLC 0.18% No change 4,133 $879K
Turtle Creek Wealth Advisors, LLC 0.05% Add +7.1% 4,125 $878K
Rench Wealth Management, Inc. 0.23% Add +0.4% 4,104 $873K
Pinnacle Bancorp, Inc. 0.23% Add +4.7% 4,100 $872K
Cambridge Capital Management, LLC 0.33% Reduce -14.4% 4,093 $871K
Private Wealth Asset Management, LLC 0.08% Reduce -19.7% 4,085 $869K
Glenview Trust Co 0.01% Add +0.0% 4,085 $869K
Westside Investment Management, Inc. 0.11% Add +1.0% 4,073 $867K
Aspire Growth Partners LLC 0.50% Add +0.3% 4,054 $863K
Crestwood Advisors Group, LLC 0.01% Reduce -7.8% 4,054 $862K
Park Square Financial Group, LLC 7.76% Reduce -29.8% 4,040 $860K
National Wealth Management Group, LLC 0.27% Add +41.0% 4,039 $859K
First Heartland Consultants, Inc. 0.06% Reduce -5.1% 4,028 $857K
Register Financial Advisors LLC 0.26% Reduce -1.3% 4,021 $856K
KMG Fiduciary Partners, LLC 0.08% Add +17.3% 4,019 $855K
Fiscal Wisdom Wealth Management, LLC 0.72% Add +0.6% 4,016 $855K
AtlasMark Financial, Inc 0.42% No change 4,000 $851K
Bridgelight Financial Advisors, Inc. 0.58% Add +0.2% 3,999 $851K
Cora Capital Advisors LLC 0.24% Reduce -0.8% 3,941 $839K
Alterna Wealth Management, Inc. 0.48% Add +11.5% 3,925 $835K
Lavelle Capital LP 0.42% Add +0.2% 3,919 $834K
Tennessee Valley Asset Management Partners 0.09% Reduce -0.4% 3,910 $832K
LJI Wealth Management, LLC 0.12% Add +49.5% 3,909 $832K
Prepared Retirement Institute LLC 0.35% Add +0.3% 3,903 $830K
Bedel Financial Consulting, Inc. 0.08% Reduce -4.9% 3,864 $822K
Ruggiero Investments, Inc. 0.70% Add +144.8% 3,855 $820K
Spirepoint Private Client, LLC 0.07% Add +1.4% 3,854 $820K
Inlet Private Wealth, LLC 0.20% Reduce -1.3% 3,851 $819K
Pacific Point Advisors, LLC 0.37% Add +158.1% 3,814 $812K
Winebrenner Capital Management LLC 0.49% Reduce -1.3% 3,812 $811K
Conscious Wealth Investments, LLC 0.42% Reduce -0.3% 3,812 $811K
Melfa Wealth Management, Inc. 0.44% Add +1.5% 3,810 $811K
CDM Financial Counseling Services, Inc. 0.70% Reduce -8.5% 3,805 $810K
Legacy Advisors, LLC 0.08% Add +2.7% 3,803 $809K
3Chopt Investment Partners, LLC 0.15% No change 3,799 $808K
Journey Advisory Group, LLC 0.06% Reduce -4.3% 3,787 $806K
Rhodes Investment Advisors Inc. 0.59% Reduce -2.6% 3,786 $806K
McLaughlin Asset Management, Inc. 0.56% Add +0.9% 3,785 $805K
TrueWealth Advisors, LLC 0.18% Add +35.3% 3,782 $805K
Cardinal Point Capital Management ULC 0.05% Reduce -0.1% 3,781 $805K
Main Street Financial Solutions, LLC 0.05% Reduce -1.8% 3,777 $804K
Stokes Family Office, LLC 0.09% Reduce -1.6% 3,768 $802K
Integrity Advisory Solutions, LLC 0.08% New 3,750 $798K
Meriwether Wealth & Planning, LLC 0.40% No change 3,750 $798K
Balboa Wealth Partners 0.11% Add +1.6% 3,738 $795K
Strata Wealth Advisors, LLC 0.19% Add +118.9% 3,721 $792K
Up Strategic Wealth Investment Advisors LLC 0.47% No change 3,601 $791K
Saxon Interests, Inc. 0.22% Add +2.0% 3,710 $789K
Collaborative Capital Advisors LLC 0.50% — 3,710 $789K
Legacy Wealth Managment, LLC 0.32% Add +245.2% 3,701 $787K
Orcam Financial Group 0.38% Add +15.0% 3,695 $786K
Dale Q Rice Investment Management Ltd 0.43% Reduce -6.1% 3,688 $785K
Chicago Wealth Management, Inc. 0.28% Reduce -4.9% 3,680 $783K
Duncan Williams Asset Management, LLC 0.18% Reduce -1.1% 3,664 $780K
PCG Asset Management, LLC 0.56% Add +0.4% 3,662 $779K
Serenus Wealth Advisors, LLC 0.14% No change 3,660 $779K
Icon Wealth Advisors, LLC 0.05% Add +0.0% 3,657 $778K
YHB Investment Advisors, Inc. 0.05% Add +2.9% 3,650 $777K
Mission Creek Capital Partners, Inc. 0.14% Reduce -1.6% 3,639 $774K
Essex Bank 0.17% Reduce -0.7% 3,632 $773K
Lewis Asset Management, LLC 0.27% Add +77.4% 3,631 $773K
Red Crane Wealth Management, LLC 0.57% Add +0.3% 3,619 $770K
WNY Asset Management, LLC 0.07% Reduce -2.9% 3,610 $768K
Pinnacle Financial Group, LLC / IL 0.19% Add +8.9% 3,606 $767K
TrinityBridge Ltd 0.02% No change 3,600 $766K
Edge Wealth Management LLC 0.13% Add +39.0% 3,598 $766K
Banque Pictet & Cie SA 0.01% Reduce -24.5% 3,588 $763K
SwitchPoint Financial Planning, LLC 0.44% No change 3,587 $763K
Gentry Private Wealth, LLC 0.39% Reduce -47.3% 3,587 $763K
Prosperity Consulting Group, LLC 0.03% Add +13.1% 3,583 $762K
XTX Topco Ltd 0.01% Reduce -73.0% 3,581 $762K
Elevation Wealth Partners, LLC 0.23% Reduce -34.8% 3,576 $761K
Harmony Asset Management LLC 0.20% Reduce -4.3% 3,569 $759K
LRI Investments, LLC 0.06% Add +25.1% 3,559 $757K
Legacy Financial Strategies, LLC 0.12% Add +0.0% 3,555 $756K
HT Partners LLC 0.21% Reduce -36.0% 3,542 $754K
Highline Wealth Partners LLC 0.15% Add +45.1% 3,538 $753K
KDT Advisors, LLC 1.04% Add +2.0% 3,520 $749K
Brandywine Oak Private Wealth LLC 0.06% Reduce -1.1% 3,512 $747K
Institute for Wealth Management, LLC. 0.07% Add +12.1% 3,502 $745K
Financial Engines Advisors L.L.C. 0.00% Add +6.8% 3,488 $742K
Florida Trust Wealth Management Co 0.02% Add +67.6% 3,459 $736K
Rubicon Advisors, GP 0.54% Add +0.3% 3,458 $736K
Independent Wealth Network Inc. 0.19% Add +12.4% 3,454 $735K
Montz Harcus Wealth Management LLC 0.26% Reduce -1.1% 3,443 $733K
Union Bancaire Privee, UBP SA 0.01% New 3,435 $732K
Heritage Wealth Advisors 0.03% Add +1.1% 3,439 $732K
Betterment LLC 0.00% Add +10.3% 3,433 $730K
Beverly Hills Private Wealth, LLC 0.14% Add +42.6% 3,430 $730K
FourThought Financial Partners, LLC 0.06% Reduce -6.7% 3,425 $729K
Kohmann Bosshard Financial Services, LLC 0.06% No change 3,417 $727K
Financial Architects, LLC 0.35% Add +30.3% 3,415 $727K
Spreng Capital Management, Inc. 0.26% Reduce -7.2% 3,411 $726K
6th Street Advisors, LLC 0.42% Reduce -18.8% 3,404 $724K
SeaBridge Investment Advisors LLC 0.10% Reduce -43.1% 3,395 $722K
Abound Wealth Management 0.14% Reduce -36.4% 3,394 $722K
Parkway Wealth Management Group, LLC 0.08% Add +0.4% 3,390 $721K
Hartford Financial Management Inc. 0.16% Reduce -2.1% 3,379 $719K
Greenwood Capital Associates LLC 0.07% Reduce -21.9% 3,374 $718K
Xcel Wealth Management, LLC 0.17% Add +128.3% 3,363 $716K
Mirador Capital Partners LP 0.09% Reduce -4.5% 3,362 $715K
Ascentis Wealth Management, LLC 0.12% No change 3,359 $715K
Crusonia Wealth Advisors LLC 0.12% Add +47.0% 3,355 $714K
Cordant, Inc. 0.26% No change 3,353 $713K
Nvwm, LLC 0.14% Reduce -61.7% 3,347 $712K
Pinnacle Family Advisors, LLC 0.30% Add +58.4% 3,346 $712K
Berger Financial Group, Inc 0.04% Reduce -0.1% 3,344 $712K
RMR Wealth Builders 0.04% Add +16.3% 3,334 $709K
Parkside Financial Bank & Trust 0.05% Add +1.8% 3,333 $709K
Storgate, LLC 0.14% Add +8.3% 3,277 $697K
Capital Asset Advisory Services LLC 0.03% Add +1.0% 3,259 $693K
WFA of San Diego, LLC 0.57% Reduce -6.3% 3,105 $692K
Nicholson Wealth Management Group, LLC 0.41% No change 3,249 $691K
waypoint wealth counsel 0.43% Add +0.0% 3,236 $689K
Dover Advisors, LLC 0.28% Reduce -3.9% 3,590 $688K
Ignite Planners, LLC 0.09% Reduce -7.3% 3,232 $688K
Wealth Architects, LLC 0.05% Add +1.0% 3,231 $687K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,226 $686K
Opal Wealth Advisors, LLC 0.15% Reduce -3.0% 3,213 $684K
Fusion Capital, LLC 0.16% Reduce -1.3% 3,204 $682K
Lionshead Wealth Management, LLC 0.44% No change 3,178 $676K
Weaver Consulting Group 0.14% Add +5.6% 3,169 $674K
Thompson Siegel & Walmsley LLC 0.01% Add +0.3% 3,166 $674K
Crown Wealth Group, LLC 0.17% Add +26.5% 3,160 $672K
Mathes Company, Inc. 0.21% Add +1.6% 3,150 $670K
Q3 Asset Management 0.12% Reduce -5.1% 3,145 $669K
Redmond Asset Management, LLC 0.17% Add +22.3% 3,143 $669K
Sherrill & Hutchins Financial Advisory, Inc 0.32% Add +1.1% 3,141 $668K
Horizon Kinetics Asset Management LLC 0.01% Add +0.4% 3,131 $666K
MinichMacGregor Wealth Management, LLC 0.10% Add +2.5% 3,125 $665K
Orgel Wealth Management, LLC 0.01% Add +24.9% 3,125 $665K
LongView Wealth Management 0.17% Reduce -16.1% 3,113 $662K
Endeavor Private Wealth, Inc. 0.16% Add +0.6% 3,108 $661K
McGlone Suttner Wealth Management, Inc. 0.08% No change 3,103 $660K
Mairs & Power Inc. 0.01% Reduce -42.4% 3,100 $660K
Independence Financial Advisors, LLC 0.17% Add +0.4% 3,097 $659K
Penobscot Wealth Management 0.18% Reduce -3.6% 3,094 $658K
Voisard Asset Management Group, Inc. 0.12% Reduce -2.4% 3,093 $658K
Ledyard National Bank 0.05% No change 3,090 $657K
Lee Financial Co 0.08% No change 3,086 $657K
TritonPoint Partners, LLC 0.05% New 3,075 $654K
Davidson Trust Co. 0.25% Add +4.1% 3,068 $653K
Verus Capital Partners, LLC 0.04% Add +8.2% 3,067 $653K
D L Carlson Investment Group Inc. 0.10% Add +19.0% 3,058 $651K
Rosenberg Matthew Hamilton 0.12% Reduce -2.4% 3,053 $650K
Allied Private Wealth LLC 0.42% — 3,058 $649K
Jessup Wealth Management, Inc 0.19% Reduce -0.8% 3,042 $647K
Regal Partners Ltd 0.04% New 3,034 $646K
Investment Partners, LTD. 0.20% No change 3,031 $645K
CFS Investment Advisory Services, LLC 0.04% No change 2,989 $642K
Sterling Financial Planning, Inc. 0.17% Reduce -1.6% 3,018 $642K
T. Rowe Price Associates Inc. 0.00% No change 3,014 $642K
Tritonpoint Wealth, LLC 0.06% Reduce -5.5% 3,012 $641K
Triad Wealth Partners, LLC 0.04% Add +4.2% 2,945 $639K
Webster Bank, N. A. 0.06% No change 3,001 $639K
Absolute Gestao de Investimentos Ltda. 0.18% New 3,000 $638K
Wealth Dimensions Group, Ltd. 0.11% Reduce -1.2% 3,000 $638K
Hengehold Capital Management LLC 0.05% Reduce -2.6% 2,999 $638K
Birmingham Capital Management Co. Inc. 0.24% No change 3,000 $638K
Keel Point, LLC 0.04% New 2,994 $637K
Capital Advisors Inc. 0.01% Add +0.9% 2,991 $636K
MKT Advisors LLC 0.20% No change 2,959 $635K
Forty-three Eighteen Advisors, LLC 0.43% No change 2,973 $633K
Howe & Rusling Inc. 0.04% Reduce -3.7% 2,966 $631K
Washington Trust Advisors, Inc. 0.05% Add +25.4% 2,939 $625K
GeoWealth Management, LLC 0.02% Reduce -51.4% 2,939 $625K
Bard Associates Inc. 0.14% New 2,920 $621K
Purpose Unlimited Inc. 0.02% Reduce -5.4% 2,869 $619K
Hixon Zuercher, LLC 0.18% No change 2,904 $618K
Beck Bode, LLC 0.09% Reduce -3.8% 2,904 $618K
KFA Private Wealth Group, LLC 0.15% Reduce -11.1% 2,897 $616K
North Capital, Inc. 0.46% Add +0.1% 2,890 $615K
Facet Wealth, Inc. 0.01% Add +15.5% 2,879 $613K
Argent Advisors, Inc. 0.15% Reduce -17.5% 2,875 $612K
LCNB Corp. 0.19% Reduce -2.5% 2,873 $611K
Advance Capital Management, Inc. 0.02% Reduce -6.7% 2,859 $608K
PGIM Custom Harvest LLC 0.01% New 2,856 $608K
Unconventional Investor, LLC 0.25% No change 2,838 $604K
Nautilus Advisors LLC 0.36% Add +0.1% 2,815 $603K
Sei Investments Co. 0.00% New 2,829 $602K
Fulton Bank, N.A. 0.02% Add +7.0% 2,818 $600K
Sound Income Strategies, LLC 0.03% Reduce -1.1% 2,807 $597K
North Dallas Bank & Trust Co. 0.35% No change 2,804 $597K
Ewa, LLC 0.11% Add +0.1% 2,802 $596K
Financial Counselors Inc. 0.82% No change 2,800 $596K
Bogart Wealth, LLC 0.02% Add +4.5% 2,767 $589K
First Trust Advisors LP 0.00% Add +14.9% 2,766 $589K
Plan A Wealth LLC 0.25% Add +4.5% 2,756 $586K
Three Seasons Wealth, LLC 0.05% Add +71.6% 2,737 $582K
Millstone Evans Group, LLC 0.31% Reduce -0.3% 2,723 $579K
1ST Source Bank 0.03% Reduce -10.7% 2,713 $577K
Bay Rivers Group 0.20% Add +98.8% 2,710 $577K
Donaldson Capital Management, LLC 0.02% Add +88.2% 2,708 $576K
Manhattan West Asset Management, LLC 0.10% Add +48.9% 2,703 $575K
Santori & Peters, Inc. 0.16% Add +0.2% 2,692 $573K
Mystic Asset Management, Inc. 0.12% Add +5.4% 2,675 $569K
Virginia Wealth Management Group, Inc. 0.30% Add +13.8% 2,671 $568K
Castleview Partners, LLC 0.25% Add +0.5% 2,663 $567K
Rolek Wealth Management LLC 0.32% Add +150.9% 2,650 $564K
Blue Zone Wealth Advisors, LLC 0.10% Add +3.9% 2,650 $564K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -51.0% 2,638 $561K
Tulsa Wealth Advisors, INC 0.08% No change 2,625 $559K
Fisher Asset Management 0.00% Reduce -7.1% 2,624 $558K
Claro Advisors Inc. 0.06% Reduce -17.6% 2,623 $558K
Spinnaker Investment Group, LLC 0.09% Add +0.4% 2,615 $556K
Glass Jacobson Investment Advisors llc 0.17% Add +6.8% 2,609 $555K
Advanced Asset Management Advisors Inc 0.15% Reduce -42.6% 2,606 $555K
Weaver Capital Management LLC 0.12% No change 2,889 $554K
Plante Moran Financial Advisors, LLC 0.03% Add +0.8% 2,604 $554K
Forza Wealth Management, LLC 0.17% No change 2,594 $552K
Nicholas Hoffman & Company, LLC. 0.01% Add +10.2% 2,583 $549K
Tran Capital Management, L.P. 0.06% No change 2,560 $545K
Baxter Bros Inc. 0.06% Reduce -0.0% 2,553 $543K
Granite Group Advisors, LLC 0.32% Reduce -20.4% 2,548 $542K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -0.6% 2,548 $542K
Pennington Partners & Co., LLC 0.17% Reduce -29.5% 2,541 $541K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -78.9% 2,537 $540K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.4% 2,530 $538K
TD Capital Management LLC 0.04% Add +0.1% 2,524 $537K
ABLE Financial Group, LLC 0.09% Add +2.3% 2,523 $537K
Searle & Co. 0.12% No change 2,509 $534K
Colton Groome Financial Advisors, LLC 0.13% Add +38.2% 2,499 $532K
Mission Financial Group, LLC 0.44% — 2,497 $531K
Sierra Capital LLC 0.05% New 2,494 $531K
Peterson Wealth Advisors, LLC 0.06% Add +0.3% 2,486 $529K
Wealthcare Capital Partners, LLC 0.22% Add +1.1% 2,481 $528K
McCollum Christoferson Group LLC 0.15% Reduce -3.9% 2,480 $528K
Old Port Advisors 0.10% Reduce -2.3% 2,471 $526K
Infinity Wealth Counsel, LLC 0.42% No change 2,470 $526K
Wise Wealth Partners 0.89% Add +24.3% 2,467 $525K
Monograph Wealth Advisors, LLC 0.04% No change 2,465 $524K
Bellwether Advisors, LLC 0.08% No change 2,464 $524K
Founders Capital Management 0.23% Add +0.1% 2,464 $524K
Asset Advisory Group, Inc. 0.23% Reduce -13.9% 2,462 $524K
Fairfield, Bush & Co. 0.26% Reduce -4.5% 2,457 $523K
Ascentis Independent Advisors 1.40% Reduce -90.0% 2,449 $521K
Colonial River Investments, LLC 0.15% Reduce -2.4% 2,439 $519K
Partners in Financial Planning 0.08% New 2,425 $516K
Wealth Management Associates, Inc. 0.14% Add +0.4% 2,418 $515K
America First Investment Advisors, LLC 0.10% Add +4.4% 2,415 $514K
Venturi Wealth Management, LLC 0.02% Reduce -1.8% 2,415 $514K
Sage Capital Advisors,llc 0.11% Reduce -17.4% 2,413 $513K
Accel Wealth Management 0.12% Reduce -0.4% 2,407 $512K
Xxi Wealth, LLC 0.23% Add +4.0% 2,403 $511K
First Growth Capital LLC 0.39% Add +7.0% 2,400 $511K
Sage Mountain Advisors LLC 0.03% Reduce -2.1% 2,394 $509K
Maseco LLP 0.01% Add +7.2% 2,389 $508K
BSW Wealth Partners 0.06% Add +0.6% 2,385 $508K
Fragasso Financial Advisors Inc 0.03% Reduce -2.4% 2,381 $507K
Mustard Seed Financial, LLC 0.26% Add +1.4% 2,380 $506K
Hills Bank & Trust Co 0.02% Add +5.1% 2,378 $506K
Wealth Alliance Advisory Group, LLC 0.07% Reduce -2.9% 2,374 $505K
Napier Financial, LLC 0.11% Add +0.4% 2,374 $505K
Algorithmic Investment Models, LLC 0.58% Add +0.1% 2,357 $501K
Cypress Capital, LLC 0.14% Add +4.2% 2,356 $501K
Asio Capital, LLC 0.06% No change 2,336 $497K
Apella Capital, LLC 0.01% Reduce -15.7% 2,313 $497K
Cura Wealth Advisors, LLC 0.21% Reduce -35.3% 2,321 $494K
Strategic Investment Advisors / MI 0.03% Reduce -4.0% 2,314 $492K
Peirce Capital Management, LLC 0.18% No change 2,310 $491K
Mitchell Sinkler & Starr 0.20% No change 2,306 $491K
STG Securities, LLC 0.53% — 2,302 $490K
Campbell Deegan Wealth Management, LLC 0.35% Add +0.2% 2,302 $490K
Integris Wealth Management, LLC 0.10% Add +5.8% 2,291 $487K
Rossby Financial, LCC 0.09% Add +3711.7% 2,287 $487K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -2.1% 2,272 $484K
MRWM Advisors, LLC 0.20% Add +3.5% 2,272 $483K
WPG Advisers, LLC 0.28% No change 2,260 $481K
Greenfield Savings Bank 0.18% No change 2,260 $481K
Capital Investment Counsel, Inc 0.05% Reduce -19.9% 2,257 $480K
Longview Financial Advisors, Inc. 0.28% Add +0.0% 2,248 $478K
Midwest Financial Group LLC 0.17% Add +21.8% 2,245 $478K
Magnolia Private Wealth, LLC 0.26% Reduce -18.1% 2,243 $477K
Archer Investment Management, LLC 0.16% Reduce -11.4% 2,237 $476K
Golden State Wealth Management, LLC 0.04% Add +0.1% 2,230 $475K
Bar Harbor Wealth Management 0.03% Add +6.8% 2,225 $473K
Ironwood Investment Counsel, LLC 0.06% Add +0.2% 2,222 $473K
Fortitude Family Office, LLC 0.09% No change 2,221 $473K
Tred Avon Family Wealth, LLC 0.14% Add +23.8% 2,219 $472K
Mayport, LLC 0.07% No change 2,217 $472K
tru Independence LLC 0.21% Add +0.1% 2,206 $469K
Smith Thornton Advisors LLC 0.21% No change 2,188 $469K
Empirical Asset Management, LLC 0.10% Reduce -6.3% 2,192 $466K
MorganRosel Wealth Management, LLC 0.16% No change 2,192 $466K
Rockport Wealth LLC 0.08% No change 2,191 $466K
Cyndeo Wealth Partners, LLC 0.02% No change 2,188 $466K
Anchor Investment Management, LLC 0.03% No change 2,184 $465K
Atticus Wealth Management, LLC 0.11% Reduce -74.2% 2,183 $464K
Cottage Street Advisors LLC 0.18% Add +8.9% 2,178 $464K
Adamsbrown Wealth Consultants LLC 0.09% Add +92.4% 2,178 $463K
Ballentine Partners, LLC 0.01% Reduce -9.1% 2,175 $463K
Merrion Investment Management Co, LLC 0.22% Reduce -10.3% 2,175 $463K
Indiana Trust & Investment Management Co 0.13% No change 2,172 $462K
Capitol Family Office, Inc. 0.49% Reduce -43.9% 2,169 $461K
OneAscent Family Office, LLC 0.23% No change 2,144 $456K
Westmount Partners, LLC 0.10% New 2,143 $456K
Schulz Wealth, LTD. 0.24% — 2,140 $455K
Valor Advisors LLC 0.34% Reduce -41.0% 2,136 $454K
BCS Wealth Management 0.08% No change 2,131 $453K
Wilkerson Advisory Group LLC 0.14% Add +0.4% 2,130 $453K
Guardian Financial Partners, LLC 0.18% No change 2,127 $453K
Strong Retirement Solutions LLC 0.27% Add +12.3% 2,115 $450K
Compass Financial Management LLC 0.05% — 2,082 $449K
Gryphon Financial Partners LLC 0.04% Add +2.8% 2,107 $448K
Alan B Lancz & Associates, Inc. 0.39% No change 2,107 $448K
Total Wealth Planning & Management, Inc. 0.32% Add +18.6% 2,102 $447K
Silver Oak Wealth Advisors Services, LLC 0.27% No change 2,094 $446K
Welch & Forbes LLC 0.01% Add +16.5% 2,088 $444K
Stableford Capital II LLC 0.15% Add +22.2% 2,074 $441K
Avantax Planning Partners, Inc. 0.01% Add +0.1% 2,074 $441K
Florida Financial Advisors, LLC 0.07% Reduce -22.8% 2,073 $441K
Bank of New Hampshire 0.09% Reduce -0.9% 2,066 $440K
Relyea Zuckerberg Hanson LLC 0.04% No change 2,059 $438K
Stokes Capital Advisors, LLC 0.09% New 2,056 $437K
Coquina Private Wealth LLC 0.30% No change 2,052 $437K
Fortress Private Ledger, LLC 0.12% Add +7.4% 2,052 $437K
Kathmere Capital Management, LLC 0.02% Add +56.9% 2,047 $436K
Capstone Wealth Management Group, Inc. 0.26% — 2,044 $435K
MSH Capital Advisors LLC 0.08% Reduce -1.9% 2,033 $433K
Maia Wealth LLC 0.06% Reduce -39.5% 2,032 $432K
Coldstream Capital Management Inc. 0.01% Reduce -30.6% 2,028 $431K
Boston Standard Wealth Management, LLC 0.06% Add +2.7% 2,012 $431K
Obsidian Cio, LLC 0.32% Reduce -55.8% 2,026 $431K
Coastwise Capital Group, LLC 0.25% Add +1.7% 2,021 $430K
Verity & Verity, LLC 0.03% No change 2,020 $430K
Burney Co./ 0.01% Reduce -1.3% 2,004 $426K
JB Capital LLC 0.01% Add +1.4% 2,004 $426K
MRP Capital Investments, LLC 0.31% No change 2,000 $426K
CVS HEALTH Corp 0.19% Reduce -91.3% 2,000 $426K
Hamilton Wealth, LLC 0.08% Reduce -35.6% 2,000 $426K
Prelude Capital Management, LLC 0.03% New 2,000 $426K
SmartHarvest Portfolios, LLC 0.14% New 1,997 $425K
Northwest Wealth Management, LLC 0.06% Reduce -9.8% 1,995 $424K
Baron Wealth Management LLC 0.11% No change 1,989 $423K
Beaumont Financial Advisors, LLC 0.03% Reduce -1.9% 1,981 $421K
Wealth Enhancement Trust Services, Inc. 0.05% Reduce -90.9% 1,980 $421K
Dearborn Partners LLC 0.02% No change 1,970 $419K
MCF Advisors LLC 0.01% Reduce -8.7% 1,968 $419K
Brookwood Investment Group LLC 0.05% Reduce -6.0% 1,964 $418K
Elevatus Welath Management 0.10% Add +18.4% 1,964 $418K
Ameliora Wealth Management Ltd. 0.12% Add +9.6% 1,960 $417K
R. W. Roge & Company, Inc. 0.18% No change 1,964 $417K
OneAscent Financial Services LLC 0.02% Add +3.2% 1,956 $416K
Triton Financial Group Inc 0.24% New 1,955 $416K
Montecito Bank & Trust 0.06% Reduce -0.1% 1,952 $415K
NBT Bank, N.A. 0.03% No change 1,949 $415K
Appleton Partners Inc. 0.03% Add +20.1% 1,946 $414K
Global Trust Asset Management, LLC 0.13% Add +14.5% 1,930 $411K
CWA Asset Management Group, LLC 0.01% Reduce -41.5% 1,925 $410K
Stone House Investment Management, LLC 0.05% Reduce -8.9% 1,912 $407K
Maxele Advisors, LLC 0.28% — 1,907 $406K
Bank Ozk 0.12% New 1,906 $406K
Walser Wealth Management Company, A Ltd Liability Co 0.17% Reduce -47.2% 1,898 $404K
Range Advisory, LLC 0.05% Add +70.5% 1,896 $403K
Beacon Investment Advisory Services, Inc. 0.01% Add +0.1% 1,891 $402K
Junk Investment Group, LLC 0.18% New 1,890 $402K
Capital Advantage, Inc. 0.05% Reduce -12.7% 1,889 $402K
CFO4Life Group, LLC 0.05% Add +0.4% 1,886 $401K
Collier Financial 0.27% Reduce -8.5% 1,886 $401K
LFA - Lugano Financial Advisors SA 0.24% No change 1,878 $400K
Strategic Blueprint, LLC 0.02% Reduce -45.7% 1,874 $399K
Awm Capital, LLC 0.03% Reduce -0.3% 1,868 $397K
one8zero8, LLC 0.08% Add +1.8% 1,858 $395K
Purus Wealth Management, LLC 0.11% Add +2.2% 1,855 $395K
FWG Holdings, LLC 0.14% New 1,842 $393K
Victory Financial Group, LLC 0.04% Reduce -19.3% 1,841 $392K
Sequent Planning LLC 0.08% Reduce -47.2% 1,839 $391K
V2 Financial group LLC 0.15% Add +2.8% 1,837 $391K
Bolthouse Investments, LLC 0.32% No change 1,827 $389K
Aft, Forsyth & Company, Inc. 0.19% Add +0.2% 1,823 $388K
Drucker Wealth 3.0, LLC 0.06% Reduce -8.6% 1,812 $385K
Legend Capital Advisors LLC 0.21% No change 1,810 $385K
United Advisor Group, LLC 0.04% Add +12.4% 1,809 $385K
GW Henssler & Associates Ltd. 0.02% No change 1,808 $385K
Harbour Capital Advisors, LLC 0.07% Reduce -5.3% 1,792 $384K
Evolution Wealth Management Inc. 0.23% Add +209.1% 1,799 $383K
TFO Wealth Partners, LLC 0.04% No change 1,794 $382K
Westbourne Investment Advisors, Inc. 0.11% Reduce -1.0% 1,793 $382K
Emergent Wealth Advisors, LLC 0.20% Reduce -2.7% 1,789 $381K
SVB Wealth LLC 0.02% New 1,787 $380K
Higgins & Schmidt Wealth Strategies LLC 0.16% Reduce -2.5% 1,786 $380K
Sunbeam Capital Management, LLC 0.17% Add +40.6% 1,777 $378K
Summit Place Financial Advisors, LLC 0.17% Add +18.3% 1,776 $378K
Embree Financial Group 0.04% Reduce -10.9% 1,775 $378K
Rialto Wealth Management, LLC 0.07% Add +6.0% 1,773 $377K
Hunter Associates Investment Management LLC 0.04% No change 1,772 $377K
Woodward Financial Advisors, Inc. 0.13% — 1,771 $377K
Symphony Financial Services, Inc. 0.17% No change 1,770 $377K
Essential Planning, LLC. 0.11% No change 1,765 $376K
Ingalls & Snyder LLC 0.01% Reduce -2.7% 1,756 $374K
Monument Group Wealth Advisors, LLC 0.18% Add +23.1% 1,867 $374K
First American Trust, FSB 0.02% Add +0.1% 1,755 $373K
Kirr Marbach & Co. LLC 0.06% Reduce -2.7% 1,750 $372K
Avaii Wealth Management, LLC 0.11% Reduce -12.2% 1,750 $372K
SC&H Financial Advisors, Inc. 0.05% No change 1,749 $372K
Howard Bailey Securities, LLC 0.14% New 1,747 $372K
Rose Capital Advisors LLC 0.20% — 1,728 $368K
Cresta Advisors, Ltd. 0.13% Reduce -10.5% 1,726 $367K
Cannon Financial Strategists, Inc. 0.04% No change 1,720 $366K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -1.4% 1,715 $365K
Sierra Summit Advisors LLC 0.04% New 1,706 $363K
William John Sempolinski 0.15% No change 1,704 $363K
Benchmark Investment Advisors LLC 0.16% Reduce -16.9% 1,693 $360K
Southland Equity Partners LLC 0.06% Reduce -2.8% 1,692 $360K
Peoples Financial Services Corp. 0.16% No change 1,688 $359K
Traynor Capital Management, Inc. 0.02% Reduce -2.4% 1,688 $359K
Hirtle & Co., LLC 0.01% No change 1,687 $359K
Next Capital Management LLC 0.10% Add +0.2% 1,686 $359K
Briaud Financial Planning Inc 0.09% Add +0.4% 1,682 $358K
MPWM Advisory Solutions, LLC 0.16% Reduce -19.9% 1,678 $357K
First County Bank 0.17% Reduce -6.9% 1,677 $357K
Juno Financial Group LLC 0.13% Reduce -5.0% 1,672 $356K
Warwick Investment Management, Inc. 0.04% Add +12.6% 1,672 $356K
Penbrook Management LLC 0.23% No change 1,670 $355K
Occidental Asset Management, LLC 0.04% Reduce -1.4% 1,665 $354K
ARK & TLK Investments, LLC 0.09% No change 1,664 $354K
Cogent Strategic Wealth LLC 0.34% Reduce -0.4% 1,661 $353K
Carson Advisory Inc. 0.16% No change 1,660 $353K
Goldstone Financial Group, LLC 0.03% New 1,655 $352K
Old Peak Finance LLC 0.17% No change 1,653 $352K
Medallion Wealth Advisors, LLC 0.11% Reduce -5.4% 1,662 $350K
Unified Investment Management 0.33% Add +0.5% 1,640 $349K
Stegent Equity Advisors, Inc. 0.25% New 1,639 $349K
Alamar Capital Management, LLC 0.18% Add +39.3% 1,637 $348K
GreatBanc Trust CO 0.22% Add +14.7% 1,635 $348K
Legacy Trust 0.06% No change 1,630 $347K
Paragon Capital Management Ltd 0.07% Add +0.1% 1,627 $346K
Lakeridge Wealth Management LLC 0.13% Add +0.1% 1,628 $346K
Elevated Capital Advisors, LLC 0.09% No change 1,604 $341K
Kidder Stephen W 0.09% Reduce -33.8% 1,600 $340K
Carlson Financial, Inc. 0.17% Add +2.9% 1,596 $340K
Consolidated Capital Management, LLC 0.09% Reduce -13.3% 1,596 $340K
Tidal Investments LLC 0.00% New 1,595 $339K
SkyOak Wealth, LLC 0.06% No change 1,591 $339K
Clarity Financial LLC 0.03% Add +37.0% 1,591 $339K
Ameriflex Group, Inc. 0.14% No change 1,589 $338K
Nvest Financial, LLC 0.11% Add +0.3% 1,588 $338K
Frederick Financial Consultants, LLC 0.14% Add +0.6% 1,585 $337K
Flynn Zito Capital Management, LLC 0.09% Add +0.1% 1,584 $337K
Alteri Wealth LLC 0.09% Reduce -0.4% 1,579 $336K
Strategies Wealth Advisors, LLC 0.03% Reduce -3.1% 1,575 $335K
Channel Wealth LLC 0.07% Reduce -0.5% 1,569 $334K
Winning Points Advisors, LLC 0.44% Reduce -2.4% 1,567 $334K
Revisor Wealth Management LLC 0.08% Reduce -7.8% 1,566 $333K
W1M Asset Management Ltd 0.00% Reduce -1.6% 1,565 $333K
Millennium Capital Advisors, LLC 0.18% Add +0.1% 1,557 $331K
Ducere Wealth Management LLC 0.10% Add +1.4% 1,555 $331K
Secure Asset Management, LLC 0.05% Add +12.6% 1,551 $330K
Cornerstone Capital, Inc. 0.03% No change 1,550 $330K
Commonwealth Retirement Investments LLC 0.09% Reduce -6.1% 1,549 $330K
Avion Wealth 0.06% Add +208.8% 1,550 $329K
4J Wealth Management LLC 0.16% Reduce -43.4% 1,545 $329K
Quotient Wealth Partners, LLC 0.01% No change 1,545 $329K
Castle Rock Wealth Management, LLC 0.06% Reduce -16.7% 1,537 $328K
Capital Wealth Alliance, LLC 0.15% Reduce -1.7% 1,541 $328K
Waterway Wealth Management, LLC 0.07% Reduce -28.3% 1,541 $328K
Summa Corp. 0.10% Add +23.4% 1,536 $327K
GAMCO Investors 0.00% No change 1,535 $327K
Family Manage LLC 0.03% Reduce -97.6% 1,531 $326K
Traphagen Investment Advisors LLC 0.02% Add +0.8% 1,528 $325K
Gimbal Financial 0.21% — 1,521 $324K
Clear Retirement Advice LLC 0.22% No change 1,519 $323K
Miller Capital Partners, Inc. 0.13% No change 1,517 $323K
DUTCH ASSET Corp 0.16% No change 1,513 $322K
Alhambra Investment Management LLC 0.14% Add +0.1% 1,502 $320K
Hedges Asset Management LLC 0.21% — 1,500 $319K
Lazard Asset Management LLC 0.00% No change 1,500 $319K
Beck Capital Management, LLC 0.06% New 1,495 $318K
Thompson Davis & Co., Inc. 0.19% No change 1,491 $317K
Integrated Investment Consultants, LLC 0.06% No change 1,489 $317K
Planning Strategies Inc. 0.20% — 1,486 $316K
Ogorek Anthony Joseph /NY/ 0.08% Add +0.1% 1,488 $316K
Braun Stacey Associates Inc. 0.01% Reduce -55.1% 1,485 $316K
Fi3 FINANCIAL ADVISORS, LLC 0.08% New 428 $316K
Cary Street Partners Investment Advisory LLC 0.06% Add +38.3% 1,482 $315K
Richmond Investment Services, LLC 0.10% Reduce -62.3% 1,481 $315K
Clark Asset Management, LLC 0.02% Add +13.8% 1,475 $314K
Kanawha Capital Management LLC 0.02% No change 1,474 $314K
Signature Equity Partners, LLC 0.14% Add +39.1% 1,466 $312K
Grey Fox Wealth Advisors, LLC 0.05% Add +0.4% 1,458 $310K
Financial Designs Corp 0.17% No change 1,455 $310K
SFG Wealth Management, LLC. 0.11% Add +16.7% 1,453 $309K
GDS Wealth Management 0.01% No change 1,452 $309K
CPA Asset Management Group, LLC 0.09% No change 1,452 $309K
BankPlus Trust Department 0.07% No change 1,451 $309K
Heritage Family Offices, LLP 0.12% Add +13.3% 1,450 $309K
Pacific Excel Wealth Advisors, Inc. 0.12% New 1,450 $309K
Lodestone Wealth Management LLC 0.11% Reduce -25.9% 1,449 $308K
LaFleur & Godfrey LLC 0.04% New 1,449 $308K
Shaker Investments LLC 0.11% Add +35.1% 1,446 $308K
ARS Wealth Advisors Group, LLC 0.02% No change 1,445 $307K
Harbor Group, Inc. 0.04% Add +0.4% 1,437 $306K
Unify Financial Advisors 0.28% Add +9.5% 1,435 $305K
Adelphi Trust Co 0.20% Add +12.4% 1,434 $305K
Goldenstone Wealth Management LLC 0.20% Reduce -11.6% 1,430 $304K
Bernard Wealth Management Corp. 0.11% No change 1,430 $304K
Clear Point Advisors Inc. 0.27% New 1,429 $304K
S.A. Mason LLC 0.09% Reduce -0.7% 1,429 $304K
Clarity Retirement & Wealth, LLC 0.21% New 1,428 $304K
Pps&v Asset Management Consultants, Inc. 0.16% No change 1,425 $303K
Main Street Group, LTD 0.08% Reduce -19.8% 1,421 $302K
Abel Hall, LLC 0.05% New 1,416 $301K
Reynders McVeigh Capital Management, LLC 0.01% New 1,395 $297K
Sippican Capital Advisors 0.18% Add +6.7% 1,391 $296K
Sound View Wealth Advisors Group, LLC 0.02% Add +1.8% 1,389 $296K
Virtue Asset Management LLC 0.21% Reduce -2.2% 1,384 $294K
Krane Financial Solutions LLC 0.18% No change 1,383 $294K
Pekin Hardy Strauss, Inc. 0.03% New 1,381 $294K
LightSquare Wealth Management, LLC 0.20% Add +0.2% 1,376 $293K
Jim Saulnier & Associates, LLC 0.12% Add +0.4% 1,376 $293K
Capital Squared Financial LLC 0.19% No change 1,371 $292K
Colonial Trust Co / SC 0.04% Add +18.3% 1,361 $290K
Wisconsin Wealth Advisors, LLC 0.25% No change 1,359 $289K
Pacific Sun Financial Corp 0.12% Reduce -18.1% 1,355 $288K
Peck Wealth Management, LLC 0.24% Add +1.5% 1,353 $288K
Orser Capital Management, LLC 0.14% New 1,350 $287K
Nikulski Financial, Inc. 0.06% Reduce -18.7% 1,350 $287K
Everhart Financial Group, Inc. 0.02% New 1,344 $286K
Hubbell Strickland Wealth Management, LLC 0.10% Reduce -0.1% 1,341 $285K
Garde Capital, Inc. 0.01% Reduce -0.3% 1,335 $284K
Tobias Financial Advisors, Inc. 0.04% No change 1,330 $283K
TFC Financial Management, Inc. 0.03% Add +0.4% 1,324 $282K
Kesler, Norman & Wride, LLC 0.04% Add +0.3% 1,323 $281K
Cooper Financial Group 0.02% Reduce -2.9% 1,321 $281K
Fogel Capital Management, Inc. 0.11% No change 1,319 $281K
Cascade Investment Advisors, Inc. 0.15% No change 1,314 $280K
Archvest Wealth Advisors, Inc. 0.16% Reduce -0.6% 1,312 $279K
Equity Wealth Partners, LLC 0.10% New 1,311 $279K
Vanguard Advisers Inc. 0.00% Add +23.6% 1,310 $279K
Sargent Investment Group, LLC 0.03% Add +22.3% 1,309 $279K
Stack Financial Management, Inc 0.02% New 1,309 $279K
Bricktown Capital, LLC 0.05% No change 1,308 $278K
Valley Wealth Managers, Inc. 0.02% Reduce -98.3% 1,301 $277K
BlueSky Wealth Advisors, LLC 0.03% No change 1,300 $277K
Sylvest Advisors, LLC 0.12% Add +23.3% 1,298 $276K
SYM FINANCIAL Corp 0.02% Add +3.7% 1,298 $276K
Tortoise Investment Management, LLC 0.02% Add +13.5% 1,294 $275K
Princeton Global Asset Management LLC 0.04% Add +69.7% 1,293 $275K
Andina Capital Management, LLC 0.45% New 1,292 $275K
Kastel Capital Advisors, LLC 0.17% Add +3.3% 1,431 $275K
Borer Denton & Associates, Inc. 0.09% New 1,290 $274K
Three Arch Wealth Management LLC 0.04% No change 1,290 $274K
HBW Advisory Services LLC 0.02% Reduce -67.8% 1,289 $274K
Ascent Group, LLC 0.01% No change 1,281 $273K
Vines Capital Management, LLC 0.22% No change 1,274 $271K
Vertrix Wealth Management, LLC 0.09% New 1,273 $271K
Compass Financial Services Inc 0.10% Add +0.2% 1,269 $270K
Act Wealth Management, LLC 0.08% Reduce -7.0% 1,267 $270K
Banque Transatlantique SA 0.01% No change 1,267 $270K
Brave Asset Management Inc. 0.06% No change 1,261 $268K
Chapman Financial Group, LLC 0.18% Add +8.6% 1,260 $268K
Rather & Kittrell, Inc. 0.04% No change 1,257 $267K
IFC & Insurance Marketing, Inc. 0.24% New 1,256 $267K
Noesis Capital Mangement Corp. 0.03% Reduce -6.7% 1,255 $267K
Capital Investment Counsel, LLC 0.03% No change 1,254 $267K
Libra Wealth LLC 0.07% No change 1,251 $266K
Grey Ledge Advisors, LLC 0.05% New 1,249 $266K
Mattern Wealth Management LLC 0.04% Add +0.7% 1,244 $265K
Van Diest Capital, LLC 0.24% New 1,243 $264K
Hayek Kallen Investment Management 0.08% Add +3.3% 1,240 $264K
Mogy Joel R Investment Counsel Inc. 0.02% No change 1,240 $264K
TCI Wealth Advisors, Inc. 0.01% Reduce -1.2% 1,234 $263K
JSF Financial, LLC 0.04% Add +0.2% 1,234 $262K
WealthCare Investment Partners, LLC 0.06% New 1,232 $262K
BTG Pactual Asset Management US LLC 0.02% New 1,232 $262K
XML Financial, LLC 0.02% Add +7.2% 1,221 $260K
Norris Financial Group, LLC 0.10% No change 1,216 $259K
Henderson Brothers Financial Partners, LLC 0.12% Reduce -43.9% 1,214 $258K
TCTC Holdings, LLC 0.01% No change 1,210 $257K
Centerpoint Advisors, LLC 0.07% No change 1,200 $255K
Rathbones Group PLC 0.00% Reduce -0.8% 1,196 $254K
Advisors Capital Management, LLC 0.00% Reduce -0.4% 1,191 $253K
Hazlett, Burt & Watson, Inc. 0.07% Add +2.4% 1,188 $253K
Vann Equity Management LLC 0.15% New 1,187 $253K
Portside Wealth Group, LLC 0.03% Add +3.0% 1,174 $250K
Accent Capital Management, LLC 0.11% New 1,171 $249K
CAP Partners, LLC 0.12% Reduce -3.5% 1,170 $249K
BLB&B Advisors, LLC 0.01% Add +5.1% 1,166 $248K
Arch Global Advisors, LLC 0.11% No change 1,164 $248K
Acropolis Investment Management, LLC 0.01% Reduce -2.3% 1,159 $247K
Hudson Edge Investment Partners Inc. 0.03% No change 1,153 $245K
Milestone Asset Management, LLC 0.04% New 1,150 $245K
Guidance Point Advisors, LLC 0.05% No change 1,150 $245K
Matrix Asset Advisors Inc. 0.02% New 1,150 $245K
Donor Advised Charitable Giving, Inc. 0.01% Add +0.4% 1,146 $244K
McDonald Capital Investors Inc. 0.02% Reduce -4.2% 1,145 $244K
Sovereign Investment Advisors, LLC 0.05% No change 1,143 $243K
Arq Wealth Advisors, LLC 0.03% Reduce -11.0% 1,139 $242K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,139 $242K
Clark Capital Management Group, Inc. 0.00% New 1,137 $242K
Westview Management dba Westview Investment Advisors 0.12% Reduce -17.1% 1,129 $240K
Cadia Private Client LLC 0.17% Reduce -31.6% 1,128 $240K
Cordatus Wealth Management LLC 0.05% Reduce -53.5% 1,125 $239K
Cedarwood Wealth LLC 0.18% No change 1,124 $239K
Trace Wealth Advisors, LLC 0.16% No change 1,120 $238K
Townsend & Associates, Inc 0.02% No change 1,120 $238K
Simon Quick Advisors, LLC 0.01% Add +3.7% 1,116 $238K
Old Mission Investment Co LLC 0.05% No change 1,115 $237K
Wealthgarden F.S. LLC 0.13% Reduce -70.8% 1,114 $237K
Sand Hill Global Advisors, LLC 0.01% New 1,114 $237K
Novem Group 0.02% Reduce -14.9% 1,111 $236K
Y.D. More Investments Ltd 0.01% Add +38.6% 1,116 $236K
BXM Wealth LLC 0.13% No change 1,107 $236K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,107 $236K
BNC Wealth Management, LLC 0.06% Reduce -71.3% 1,098 $234K
Spectrum Financial Alliance Ltd LLC 0.03% New 1,094 $233K
Capstone Wealth Management Group, LLC 0.08% Reduce -96.6% 1,091 $232K
Kellett Wealth Advisors, LLC 0.11% No change 1,090 $232K
K.J. Harrison & Partners Inc 0.03% No change 1,080 $230K
SeaCrest Wealth Management, LLC 0.03% Reduce -83.3% 1,079 $230K
HCR Wealth Advisors 0.02% Add +0.1% 1,076 $229K
Plum Street Advisors, LLC 0.07% New 1,069 $227K
Alliance Private Wealth, LLC 0.08% New 1,064 $226K
Ferguson Wellman Capital Management, Inc. 0.00% New 1,064 $226K
Private Management Group Inc. 0.01% No change 1,062 $226K
RAM Investment Partners, LLC 0.04% Reduce -8.6% 1,059 $225K
Roberts Wealth Advisors, LLC 0.05% No change 1,059 $225K
FSB Premier Wealth Management, Inc. 0.06% Add +0.1% 1,059 $225K
Mayfair Advisory Group, LLC 0.07% Add +0.2% 1,055 $225K
Marathon Capital Management 0.05% New 1,056 $225K
Tannin Capital LLC 0.15% No change 1,050 $223K
Smartleaf Asset Management LLC 0.01% No change 1,042 $222K
Financial Security Advisor, Inc. 0.04% New 1,041 $221K
TCV Trust & Wealth Management, Inc. 0.02% New 1,036 $221K
Brendel Financial Advisors LLC 0.10% Reduce -69.5% 1,035 $220K
Legacy Capital Wealth Partners, LLC 0.04% Reduce -94.9% 1,034 $220K
Linscomb Wealth, Inc. 0.01% Reduce -4.4% 1,034 $220K
Axim Planning & Wealth 0.31% New 1,028 $219K
1776 Wealth LLC 0.08% New 1,026 $218K
Cove Private Wealth, LLC 0.04% New 1,025 $218K
Aspire Capital Advisors LLC 0.04% Reduce -2.9% 1,022 $217K
Hudson Capital Management LLC 0.05% New 1,020 $217K
Alexander Randolph Advisory, Inc. 0.18% New 1,019 $217K
Rockwood Wealth Management, LLC 0.01% New 1,018 $217K
Lodestar Private Asset Management LLC 0.02% Reduce -20.3% 1,016 $216K
Gallacher Capital Management LLC 0.12% Add +7.7% 1,016 $216K
Idaho Trust Co 0.06% Reduce -50.0% 1,015 $216K
Floyd Financial Group LLC 0.14% Reduce -23.8% 1,008 $215K
Performance Wealth Partners, LLC 0.01% New 1,009 $215K
Northwest Bancshares, Inc. 0.04% Reduce -14.4% 1,007 $214K
Trustmark Bank Trust Department 0.01% New 1,006 $214K
Bayesian Capital Management, LP 0.14% New 1,001 $213K
Dagco, Inc. 0.04% Add +8.2% 1,001 $213K
Martin Capital Partners, LLC 0.08% New 1,000 $213K
John G Ullman & Associates Inc. 0.03% New 1,000 $213K
Bank of Hawaii 0.01% New 1,000 $213K
Chancellor Financial Group WB LP 0.13% New 1,000 $213K
Mullooly Asset Management, Inc. 0.07% New 999 $213K
Accredited Investors Inc. 0.01% Reduce -5.9% 998 $212K
Schneider Downs Wealth Management Advisors, LP 0.02% New 997 $212K
Entrewealth, LLC 0.08% New 968 $212K
Larry Mathis Financial Planning, LLC 0.16% New 993 $211K
Financial Life Advisors 0.06% New 993 $211K
BLVD Private Wealth, LLC 0.16% New 990 $211K
Headland Capital, LLC 0.05% New 990 $211K
Advisory Resource Group 0.03% New 990 $211K
Missouri Trust & Investment Co 0.06% No change 977 $210K
Wellington Grp LLC 0.06% No change 980 $209K
Lyrical Asset Management LP 0.00% Reduce -18.0% 979 $208K
First Bancorp, Inc 0.08% New 975 $207K
Steelhead Wealth Management LLC 0.08% New 975 $207K
Great Oak Capital Partners, LLC 0.04% Reduce -35.9% 966 $207K
Clifford Group, LLC 0.14% New 972 $207K
Morgan Dempsey Capital Management LLC 0.09% No change 970 $206K
Harris Associates (Oakmark Funds) 0.00% New 969 $206K
Financial Synergies Wealth Advisors, Inc. 0.02% New 968 $206K
Cypress Wealth Services, LLC 0.03% New 967 $206K
Formidable Asset Management, LLC 0.03% Reduce -4.4% 1,066 $205K
Harbour Investment Management LLC 0.11% New 960 $204K
Centurion Wealth Management LLC 0.05% Reduce -14.6% 960 $204K
Tempo Wealth, LLC 0.03% New 958 $204K
Crew Capital Management, Ltd 0.11% New 953 $203K
Vima LLC 0.20% — 952 $203K
Laurel Oak Wealth Management, LLC 0.03% Reduce -9.4% 951 $202K
Stonebridge Financial Group, LLC 0.02% Reduce -94.8% 951 $202K
Mitchell McLeod Pugh & Williams Inc. 0.02% New 950 $202K
Northland Securities, Inc. 0.12% New 948 $202K
Accurate Wealth Management, LLC 0.02% New 940 $201K
Wealth Quarterback LLC 0.06% New 943 $201K
Morris Financial Concepts, Inc. 0.06% New 942 $200K
SHP Wealth Management 0.01% Reduce -24.1% 935 $199K
Aventura Private Wealth, LLC 0.06% New 910 $194K
Oxford Financial Group, LTD. LLC 0.01% Reduce -52.5% 899 $191K
Lloyd Advisory Services, LLC. 0.07% Add +185.4% 899 $191K
Bayban 0.15% Add +37.5% 895 $190K
Oakworth Capital, Inc. 0.01% No change 886 $189K
N.E.W. Advisory Services LLC 0.01% Add +5.7% 857 $182K
SBI Securities Co., Ltd. 0.00% Reduce -63.9% 833 $177K
Coastline Trust Co 0.02% Reduce -5.2% 822 $175K
Dunhill Financial, LLC 0.04% Reduce -1.3% 819 $174K
Financial Life Planners 0.11% Reduce -1.3% 815 $173K
Wagner Wealth Management, LLC 0.03% Add +0.3% 814 $173K
Johnson Financial Group, Inc. 0.01% Reduce -15.6% 807 $172K
GS Investments, Inc. 0.12% No change 800 $170K
Strive Financial Group ,LLC 0.07% Reduce -1.5% 782 $166K
McGuire Capital Advisors Inc. 0.09% No change 768 $163K
EPG Wealth Management LLC 0.04% Add +15.4% 742 $158K
Guardian Partners Inc. 0.01% New 734 $156K
Triumph Capital Management 0.03% Add +14.6% 729 $155K
Burk Holdings LLC 0.06% Reduce -70.8% 720 $153K
Trust Co 0.01% Reduce -0.7% 720 $153K
CVA Family Office, LLC 0.01% Reduce -5.7% 702 $149K
Raleigh Capital Management Inc. 0.05% Add +219.7% 697 $148K
Godfrey Financial Associates, Inc. 0.11% No change 680 $145K
Chilton Capital Management LLC 0.00% No change 663 $141K
Ulland Investment Advisors, LLC 0.10% Reduce -32.1% 665 $141K
Hilton Head Capital Partners, LLC 0.07% No change 660 $140K
Nova Wealth Management, Inc. 0.08% Add +357.1% 640 $136K
Creative Capital Management Investments LLC 0.03% No change 640 $136K
Key Financial Inc 0.02% No change 636 $135K
City State Bank 0.03% No change 622 $132K
Hurley Capital, LLC 0.07% Add +19.2% 620 $132K
RHL Group, LLC 0.11% Add +0.3% 601 $128K
Tanglewood Legacy Advisors, LLC 0.04% No change 597 $127K
St Germain D J Co. Inc. 0.00% No change 593 $126K
West Branch Capital LLC 0.03% New 591 $126K
Deane Retirement Strategies, Inc. 0.05% New 561 $119K
Brooklyn FI, LLC 0.02% New 560 $119K
Wolff Wiese Magana LLC 0.05% No change 541 $115K
First Command Advisory Services, Inc. 0.00% Reduce -18.1% 531 $113K
NBH Bank 0.05% — 526 $112K
Versant Capital Management, Inc 0.01% Add +3.8% 519 $110K
Financial Consulate, Inc. 0.01% Add +3.8% 516 $110K
Vermillion Wealth Management, Inc. 0.03% Add +0.4% 515 $110K
Quent Capital, LLC 0.01% Reduce -1.7% 507 $108K
Gilpin Wealth Management, LLC 0.07% No change 500 $106K
Legacies Wealth LLC 0.06% No change 500 $106K
WealthCollab, LLC 0.04% New 500 $106K
Fairscale Capital, LLC 0.06% Reduce -10.4% 499 $106K
DHJJ Financial Advisors, Ltd. 0.03% Add +12.6% 491 $104K
Brandywine Financial Group 1.23% Add +636.8% 140 $103K
CX Institutional 0.00% Reduce -99.5% 480 $102K
Cutler Capital Management, LLC 0.03% New 474 $101K
Addison Advisors LLC 0.05% Reduce -10.8% 460 $98K
Providence Capital Advisors, LLC 0.01% No change 456 $97K
MidFirst Bank 0.01% Add +25.5% 443 $94K
Atlas Capital Advisors Inc. 0.01% No change 429 $91K
Delta Asset Management LLC 0.01% Add +27.4% 419 $89K
NFSG Corp 0.01% Add +3.7% 417 $89K
Morling Financial Advisors, LLC 0.02% No change 409 $87K
O'Domhnaill Enterprises, Inc. 0.06% Add +23.6% 377 $80K
Walsh & Associates, LLC 0.06% No change 372 $79K
Portfolio Resources Advisor Group, Inc. 0.07% New 367 $78K
Strategic Wealth Advisors LLC 0.07% No change 409 $78K
Harbor Asset Planning, Inc. 0.06% Add +0.3% 366 $78K
3 Factor Indexing, LLC 0.07% No change 366 $78K
Allspring Global Investments Holdings, LLC 0.00% No change 355 $76K
Hamrick Investment Counsel, llc 0.05% No change 355 $76K
Roxbury Financial LLC 0.06% Add +0.6% 354 $75K
JNBA Financial Advisors 0.01% New 336 $71K
Bravera Wealth 0.03% No change 330 $70K
Cassaday & Co Wealth Management LLC 0.00% No change 320 $68K
Motco 0.01% No change 316 $67K
TIAA Wealth Investment Management LLC 0.00% No change 313 $67K
Piscataqua Savings Bank 0.04% Reduce -11.0% 307 $65K
SOA Wealth Advisors, LLC. 0.01% No change 303 $64K
Knuff & Co LLC 0.02% No change 300 $64K
Toews Corp. 0.01% New 300 $64K
Lavaca Capital LLC 0.01% No change 300 $64K
Halbert Hargrove Global Advisors, LLC 0.00% No change 300 $64K
Strategic Investment Solutions, Inc. 0.01% Add +0.3% 298 $63K
City Holding Co. 0.01% Add +36.2% 286 $61K
Center for Financial Planning, Inc. 0.01% No change 285 $61K
Caitlin John, LLC 0.03% Reduce -0.7% 279 $59K
TD Private Client Wealth LLC 0.00% New 278 $59K
Synergy Investment Management, LLC 0.01% No change 252 $54K
Silicon Valley Capital Partners 0.00% Add +0.4% 250 $53K
Truvestments Capital LLC 0.01% New 249 $53K
Tompkins Financial Corp. 0.00% No change 247 $53K
Hanson & Doremus Investment Management 0.01% No change 236 $50K
Richards, Merrill & Peterson, Inc. 0.02% Add +0.4% 232 $49K
Tidemark, LLC 0.01% No change 231 $49K
South Plains Financial, Inc. 0.03% Reduce -70.7% 231 $49K
Fairman Group, LLC 0.04% No change 229 $49K
Wellington Shields & Co., LLC 0.01% Add +0.5% 211 $45K
Marquette Asset Management, LLC 0.01% No change 207 $44K
St. Johns Investment Management Company, LLC 0.02% Add +762.5% 207 $44K
Peterson Wealth Management 0.02% No change 204 $43K
Essential Investment Partners LLC 0.03% No change 200 $43K
Louisbourg Investments Inc. 0.01% Reduce -64.9% 270 $41K
First Pacific Financial 0.00% Add +0.5% 193 $41K
Financial Perspectives, Inc 0.01% No change 185 $39K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -41.9% 180 $38K
Old Second National Bank of Aurora 0.01% No change 177 $38K
Frazier Financial Advisors, LLC 0.02% No change 168 $36K
Hantz Financial Services, Inc. 0.00% Reduce -12.7% 165 $35K
Quest 10 Wealth Builders, Inc. 0.03% Add +409.4% 163 $35K
Cambridge Financial Group, Inc. 0.01% No change 160 $34K
Vanguard National Trust Co 0.00% New 160 $34K
Rogco, LP 0.01% New 159 $34K
Investment Counsel Co. of Nevada 0.06% No change 158 $34K
Harborfront Financial Group LLC 0.13% — 158 $34K
Front Row Advisors LLC 0.01% No change 150 $33K
Nalls Sherbakoff Group, LLC 0.02% No change 150 $32K
Valley National Advisers Inc. 0.00% New 150 $32K
Monetary Management Group Inc. 0.01% Add +100.0% 150 $32K
Birchbrook, Inc. 0.01% No change 139 $30K
GFS Advisors, LLC 0.00% Reduce -30.0% 79,718 $29K
Keating Financial Advisory Services, Inc. 0.00% Reduce -0.7% 134 $29K
Coston, McIsaac & Partners 0.01% Add +0.8% 133 $28K
Southern Michigan Bank & Trust 0.01% Reduce -22.8% 129 $27K
GHP Investment Advisors, Inc. 0.00% No change 127 $27K
Kingdom Financial Group LLC. 0.01% Reduce -61.3% 122 $26K
Highland Investment Advisors LLC 0.01% — 122 $26K
Citizens National Bank Trust Department 0.00% No change 121 $26K
POM Investment Strategies, LLC 0.03% Reduce -8.2% 112 $24K
Dorato Capital Management 0.02% No change 108 $23K
Basepoint Wealth LLC 0.01% No change 102 $22K
Milfam LLC 0.02% New 100 $21K
Horizon Financial Services, LLC 0.01% No change 100 $21K
Basecamp Wealth Advisors LLC 0.00% No change 99 $21K
Transamerica Financial Advisors, LLC 0.00% Reduce -95.1% 96 $21K
Godsey & Gibb, Inc. 0.00% Reduce -62.0% 92 $20K
Wellington-Altus USA Inc. 0.01% Reduce -98.3% 100 $19K
DecisionPoint Financial, LLC 0.00% No change 87 $19K
Axiom Investment Management LLC 0.01% No change 87 $19K
Asset Dedication, LLC 0.00% Reduce -54.3% 86 $18K
Richardson Capital Management LLC 0.01% No change 84 $18K
Richardson Financial Services Inc. 0.01% No change 83 $18K
Blue Trust, Inc. 0.00% Add +1800.0% 76 $16K
Nemes Rush Group LLC 0.00% No change 74 $16K
Broadwater Capital Management LLC 0.01% No change 71 $15K
Gill Capital Partners, LLC 0.00% Reduce -33.3% 70 $15K
Pacific Center for Financial Services 0.00% Reduce -40.2% 70 $15K
Horrell Capital Management, Inc. 0.01% No change 63 $13K
LM Advisors LLC 0.06% Add +397.7% 61,567 $13K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 60 $13K
Silver Grove Financial Group, Inc. 0.01% New 58 $12K
Prestige Wealth Management Group LLC 0.00% Add +1.8% 57 $12K
Navigoe, LLC 0.01% No change 59 $12K
SJS Investment Consulting Inc. 0.00% Reduce -13.8% 56 $12K
Aventus Investment Advisors, Inc. 0.01% No change 53 $11K
Caldwell Sutter Capital, Inc. 0.00% No change 51 $11K
IAG Wealth Partners, LLC 0.00% No change 50 $11K
Ashton Thomas Securities, LLC 0.00% New 50 $11K
Davis Capital Management 0.01% No change 49 $10K
LifeSteps Financial, Inc. 0.00% New 49 $10K
Quantum Portfolio Management LLC 0.00% New 48 $10K
McDonald Partners LLC 0.00% New 46 $10K
FWL Investment Management, LLC 0.00% No change 45 $10K
Sittner & Nelson, LLC 0.00% No change 44 $9K
Signature Resources Capital Management, LLC 0.00% New 41 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $9K
Buck Wealth Strategies, LLC 0.00% New 39 $8K
Anchor Bay Capital, Inc. 0.00% — 36 $8K
JPL Wealth Management, LLC 0.00% No change 33 $7K
Key Capital Management, INC 0.00% New 33 $7K
West Financial Advisors, LLC 0.00% New 31 $7K
Trifecta Capital Advisors, LLC 0.00% No change 30 $6K
Armor Investment Advisors, LLC 0.00% No change 30 $6K
Breakwater Investment Management 0.00% No change 29 $6K
Valued Wealth Advisors LLC 0.00% No change 25 $5K
Legacy Bridge, LLC 0.00% No change 25 $5K
1620 Investment Advisors, Inc. 0.00% New 25 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 24 $5K
Kozak & Associates, Inc. 0.00% No change 21 $4K
Country Trust Bank 0.00% New 21 $4K
Go Invest LLC 0.00% Add +5.0% 21 $4K
Capital Advisor Network LLC 0.01% Reduce -96.7% 19 $4K
NorthAvenue LLC 0.00% New 19 $4K
HFM Investment Advisors, LLC 0.00% No change 19 $4K
Lummis Asset Management, LP 0.00% No change 18 $4K
West Paces Advisors Inc. 0.00% New 15 $3K
Physician Wealth Advisors, Inc. 0.00% Add +100.0% 14 $3K
Imprint Wealth LLC 0.01% New 12 $3K
SWAN Capital LLC 0.00% Reduce -90.8% 12 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 11 $2K
Rakuten Securities, Inc. 0.00% Reduce -90.8% 11 $2K
PlanVest Financial, Inc 0.00% No change 10 $2K
Birchwood Financial Partners, Inc. 0.00% New 10 $2K
Continuum Advisory, LLC 0.00% New 10 $2K
Investment Research & Advisory Group, Inc. 0.00% Reduce -99.0% 8 $2K
Networth Advisors, LLC 0.00% New 5 $1K
CNB Bank 0.00% No change 1 $213
Banque Cantonale Vaudoise 0.00% New 855 $182
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.