Vaneck Semiconductor ETFSMHETF

13F holders, Q2 2026 (June 30)
1,557holders +253
317new positions
68sold out
7famous investors
$653.29avg. 13F price*

At the end of Q2 2026, 1,557 institutions reported holding Vaneck Semiconductor ETF (SMH) in their 13F filings, up 253 from Q1 2026. 317 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($6.3B), Morgan Stanley ($2.7B) and Goldman Sachs Group Inc. ($2.6B). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vaneck Semiconductor ETF
CUSIP
92189F676
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 773Q1 2024Q2 2024: 857Q2 2024Q3 2024: 881Q3 2024Q4 2024: 969Q4 2024Q1 2025: 918Q1 2025Q2 2025: 1,016Q2 2025Q3 2025: 1,061Q3 2025Q4 2025: 1,209Q4 2025Q1 2026: 1,304Q1 2026Q2 2026: 1,557Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions317$2.7B
Exits68$781.8M

All 13F filers, Q1 2026 → Q2 2026: 15,182,951 shares bought and 9,914,703 shares sold, net +5,268,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,557 holders

Bank of America Corp. 0.40% Reduce -8.6% 9,557,301 $6.3B
Morgan Stanley 0.14% Reduce -25.4% 4,074,538 $2.7B
Goldman Sachs Group Inc. 0.27% Add +514.3% 3,960,836 $2.6B
LPL Financial LLC 0.43% Add +2.2% 2,887,567 $1.9B
BNP Paribas Financial Markets 0.58% Add +48.1% 1,677,290 $1.1B
Susquehanna International Group, LLP 0.91% Add +241.9% 1,568,830 $1.0B
Barclays PLC 0.28% Add +613.0% 1,360,781 $892.5M
UBS Group AG 0.14% Reduce -3.6% 1,294,421 $849.0M
JPMorgan Chase & Co. 0.05% Reduce -28.7% 1,297,218 $819.8M
Jasper Ridge Partners, L.P. 15.63% New 1,117,575 $733.0M
Migdal Insurance & Financial Holdings Ltd. 4.17% Add +30.5% 992,691 $651.1M
Wells Fargo & Company 0.11% Add +6.7% 980,517 $643.1M
Healthcare of Ontario Pension Plan Trust Fund 0.87% Add +820.0% 920,000 $603.4M
Royal Bank of Canada 0.09% Add +51.9% 844,815 $554.1M
Citigroup Inc. 0.25% Reduce -12.2% 820,261 $538.0M
Clal Insurance Enterprises Holdings Ltd 2.35% Add +39.5% 795,000 $521.4M
Menora Mivtachim Holdings LTD. 1.99% Reduce -34.9% 779,200 $511.1M
Envestnet Asset Management Inc. 0.11% Reduce -1.0% 739,031 $484.7M
Raymond James Financial Inc. 0.11% Add +2.2% 634,630 $416.2M
Meitav Investment House Ltd. 2.71% Reduce -32.2% 613,486 $402.4M
Focus Partners Wealth 0.40% Add +530.0% 588,682 $386.1M
Cerity Partners OCIO LLC 19.16% New 577,281 $378.6M
Northwestern Mutual Wealth Management Co. 0.19% Add +0.7% 539,026 $353.5M
Cetera Investment Advisers 0.31% Add +2.1% 522,174 $342.5M
Saudi Central Bank 4.39% No change 602,006 $335.0M
Prudential PLC 2.05% Add +207.8% 472,312 $309.8M
RiverFront Investment Group, LLC 3.83% Add +3.2% 441,124 $289.3M
Jane Street Group, LLC 0.16% Add +318.9% 384,578 $252.2M
Osaic Holdings, Inc. 0.28% Add +12.4% 357,849 $234.9M
Quadrature Capital Ltd 1.95% New 347,669 $228.0M
Harel Insurance Investments & Financial Services Ltd. 1.11% Reduce -35.0% 347,156 $227.7M
Ameriprise Financial Inc. 0.04% Reduce -17.7% 297,998 $195.7M
Balyasny Asset Management L.P. 0.36% Add +1192.3% 293,759 $192.7M
Rockefeller Capital Management L.P. 0.29% Reduce -6.6% 283,483 $185.9M
MML Investors Services, LLC 0.38% Add +9.3% 282,670 $185.4M
Schroder Investment Management Group 0.11% New 254,408 $160.8M
Jones Financial Companies LLLP 0.06% Add +23.9% 239,789 $146.7M
Cambridge Investment Research Advisors, Inc. 0.30% Add +6.0% 205,405 $134.7M
Millennium Management 0.09% New 203,071 $133.2M
Howard Capital Management, LLC 1.54% No change 197,200 $129.3M
Commonwealth Equity Services, LLC 0.16% Add +1.2% 189,914 $124.6M
Portfolio Strategies, Inc. 11.29% Add +7.5% 175,468 $115.1M
Woodline Partners LP 0.35% Add +362.4% 172,111 $112.9M
BlueCrest Capital Management Ltd 5.25% Add +2126.7% 167,000 $109.5M
Private Advisor Group, LLC 0.49% Add +0.9% 164,599 $108.0M
Mirae Asset Global Investments Co., Ltd. 0.20% Reduce -24.3% 159,429 $104.6M
Mirae Asset Securities (usa) Inc. 4.40% New 150,502 $98.7M
Kestra Advisory Services, LLC 0.29% Reduce -5.4% 137,546 $90.2M
SG Americas Securities, LLC 0.05% Add +85.5% 131,286 $86.1M
Fisher Asset Management 0.02% Reduce -12.6% 126,330 $82.9M
Stifel Financial Corp. 0.07% Reduce -10.1% 124,202 $81.5M
LMR Partners LLP 0.73% Add +12373000.0% 123,731 $81.2M
NewEdge Wealth, LLC 0.81% Add +1.1% 122,260 $80.2M
Moss Adams Wealth Advisors LLC 4.94% Reduce -30.5% 120,494 $79.0M
Holocene Advisors, LP 0.18% New 120,000 $78.7M
Wealthspire Advisors, LLC 0.43% Add +1853.0% 119,562 $78.4M
Wealthfront Advisers LLC 0.15% Add +20.5% 118,496 $77.7M
BlackRock, Inc. 0.00% Reduce -5.3% 112,988 $74.1M
Bank of Montreal 0.03% Add +3.1% 105,839 $69.4M
Janney Montgomery Scott LLC 0.13% Add +5.1% 103,763 $68.1M
TRB Advisors LP 28.17% New 100,000 $65.6M
Spider Management Company, LLC 16.10% Add +116.7% 97,744 $64.1M
Miller Investment Management, LP 5.72% Add +0.7% 95,530 $62.7M
Allianz Asset Management GmbH 0.06% Add +35.1% 95,190 $62.4M
SBI Securities Co., Ltd. 1.39% Add +175.6% 93,493 $61.3M
Rezny Wealth Management, Inc. 11.09% Add +1.7% 92,798 $60.9M
Elo Mutual Pension Insurance Co 0.78% New 92,560 $60.7M
Thrivent Financial for Lutherans 0.10% Reduce -13.7% 92,516 $60.7M
Jain Global LLC 0.75% New 89,894 $59.0M
Cibc World Market Inc. 0.09% Add +129.1% 85,735 $56.2M
Concurrent Investment Advisors, LLC 0.48% Reduce -4.1% 85,048 $55.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.27% Reduce -26.1% 84,287 $55.3M
Round Rock Advisors LLC 7.11% Reduce -3.0% 84,209 $55.2M
Bouchey Financial Group, Ltd. 3.50% Add +0.9% 82,577 $54.2M
Yarbrough Capital, LLC 1.59% No change 81,148 $53.2M
Assetmark, Inc. 0.09% Add +2.9% 80,312 $52.7M
Cornerstone Advisors, LLC 1.73% Reduce -54.8% 80,177 $52.6M
FMR LLC 0.00% Add +2.9% 79,278 $52.0M
Lyell Wealth Management, LP 3.06% Reduce -2.3% 76,152 $49.9M
EP Wealth Advisors, LLC 0.18% Add +6.8% 73,019 $47.9M
Equitable Holdings, Inc. 0.28% Add +24.3% 72,238 $47.4M
Park Avenue Securities LLC 0.29% Add +18.7% 71,834 $47.1M
NewEdge Advisors, LLC 0.14% Add +3.1% 69,964 $45.9M
Performance Wealth Partners, LLC 1.14% New 69,835 $45.8M
Great Valley Advisor Group, Inc. 0.69% Add +2.0% 66,409 $43.6M
Summit Financial, LLC 0.48% Reduce -18.2% 66,155 $43.4M
Navigation Group, LLC 8.37% Reduce -2.7% 65,575 $43.0M
HighTower Advisors, LLC 0.04% Add +14.4% 65,267 $42.8M
ADAPT Investment Managers SA 9.50% New 63,911 $41.9M
Principle Wealth Partners LLC 2.03% Add +10.4% 62,788 $41.2M
Independent Financial Group, LLC 0.76% Add +6.1% 62,339 $40.9M
Nan Shan Life Insurance Co., Ltd. 1.27% Add +70.1% 61,879 $40.6M
Parker Investment Management, LLC 4.90% Reduce -17.9% 61,745 $40.5M
Baird Financial Group, Inc. 0.06% Add +29.0% 61,203 $40.1M
M & L Capital Management Ltd 10.48% New 59,100 $38.8M
Daiichi Life Insurance Co., Ltd. 0.88% New 57,632 $37.8M
Centiva Capital, LP 1.26% New 56,684 $37.2M
Pine Ridge Advisers LLC 2.28% Reduce -17.2% 56,475 $37.0M
United Capital Financial Advisors, LLC 0.20% Add +1.4% 56,377 $37.0M
Steward Partners Investment Advisory, LLC 0.19% Reduce -2.3% 56,345 $37.0M
Condor Capital Management 2.73% Add +8.6% 55,559 $36.4M
Kraft, Davis & Associates, LLC 7.42% Reduce -18.3% 60,208 $35.5M
Mariner, LLC 0.04% Reduce -49.7% 54,060 $35.5M
Rothschild Capital Partners, LLC 7.42% No change 52,533 $34.5M
Exchange Traded Concepts, LLC 0.17% No change 52,336 $34.3M
TD Waterhouse Canada Inc. 0.09% Reduce -6.7% 55,159 $34.2M
Sowell Financial Services LLC 1.10% Add +13.7% 51,206 $33.6M
Blue Zone Wealth Advisors, LLC 5.78% Add +26.8% 50,513 $33.1M
AE Wealth Management LLC 0.15% Add +58.3% 50,409 $33.1M
WESPAC Advisors SoCal, LLC 5.65% Reduce -21.4% 48,055 $31.5M
Waverly Advisors, LLC 0.18% Add +90.4% 47,982 $31.5M
Avalon Capital Management 7.45% Add +2.7% 47,957 $31.5M
XTX Topco Ltd 0.41% Add +62.0% 47,832 $31.4M
Petredis Investment Advisors LLC 2.10% Add +2.7% 47,428 $31.1M
Scotia Capital Inc. 0.12% Reduce -11.3% 47,246 $31.0M
NFSG Corp 3.77% Reduce -2.9% 46,477 $30.5M
Wellington Management Group LLP 0.01% New 46,274 $30.4M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Add +126.3% 45,888 $30.0M
Creative Planning 0.02% Reduce -0.5% 45,116 $29.6M
Jefferies Financial Group Inc. 0.28% Add +195.9% 44,940 $29.5M
Provident Co of the Employees of the Hebrew University LTD 22.23% Add +331.1% 44,336 $29.1M
MKP Capital Management, L.L.C. 0.79% New 43,900 $28.8M
University of Wisconsin Foundation 22.77% New 43,838 $28.8M
Truist Financial Corp. 0.03% Add +9.9% 43,109 $28.3M
Sanctuary Advisors, LLC 0.13% Add +16.5% 42,850 $28.1M
Itau Unibanco Holding S.A. 0.55% Add +135.0% 42,496 $27.9M
&partners 0.11% Reduce -1.5% 42,366 $27.8M
Schorn Wealth LLC 7.22% Reduce -1.8% 42,107 $27.6M
Kingsview Wealth Management, LLC 0.33% Add +4.5% 41,438 $27.2M
Black Swift Group, LLC 3.92% Reduce -0.7% 41,381 $27.1M
Merit Financial Group, LLC 0.17% Reduce -0.7% 41,345 $27.1M
Level Four Advisory Services, LLC 0.76% Add +10.1% 41,190 $27.0M
Ayalon Insurance Comp Ltd. 3.30% Add +115.8% 41,001 $26.9M
University of Illinois Foundation 4.69% Reduce -48.8% 40,031 $26.3M
Apollon Wealth Management, LLC 0.32% Add +3.9% 39,688 $26.0M
J.W. Cole Advisors, Inc. 0.44% Add +13.0% 39,474 $25.9M
Mason & Associates Inc 4.16% Reduce -29.7% 39,237 $25.7M
Potomac Fund Management Inc. 0.65% Reduce -5.2% 39,080 $25.6M
Capital Fund Management S.A. 0.18% Reduce -19.7% 38,613 $25.3M
Fifth Third Securities, Inc. 1.44% Reduce -14.1% 38,384 $25.2M
Hudson Bay Capital Management LP 0.13% New 37,960 $24.9M
Kozak & Associates, Inc. 4.26% Reduce -39.4% 39,507 $24.5M
Y.D. More Investments Ltd 0.76% Add +4.9% 37,169 $24.4M
MMBG Investment Advisors Co. 1.92% Reduce -5.9% 36,962 $24.2M
Ring Mountain Capital, LLC 10.10% Add +1.3% 36,701 $24.1M
Diversified Enterprises, LLC 1.15% Reduce -3.3% 36,214 $23.8M
Joseph P. Lucia & Associates, LLC 7.01% Reduce -1.2% 35,559 $23.3M
Old Mission Capital LLC 0.59% Reduce -25.8% 35,349 $23.2M
Plotkin Financial Advisors, LLC 9.13% Reduce -8.0% 33,547 $22.0M
Stonebridge Financial Group, LLC 3.04% — 33,528 $22.0M
AQR Capital Management 0.01% Add +63.7% 33,123 $21.7M
Tudor Investment Corporation 0.09% Reduce -37.8% 32,924 $21.6M
Arax Advisory Partners 0.14% Add +3755.2% 32,615 $21.4M
Penobscot Investment Management Company, Inc. 1.46% Add +0.5% 32,440 $21.3M
Mercer Global Advisors Inc. 0.03% Add +14.0% 32,435 $21.3M
Quantinno Capital Management LP 0.03% Add +30.3% 31,877 $20.9M
B. Riley Wealth Advisors, Inc. 1.14% Add +8.0% 33,074 $20.9M
Global Retirement Partners, LLC 0.32% — 31,801 $20.9M
Prospera Financial Services Inc 0.30% Reduce -47.2% 31,622 $20.7M
Beacon Pointe Advisors, LLC 0.10% Add +24.0% 31,603 $20.7M
Harbour Investments, Inc. 0.28% Reduce -0.4% 31,414 $20.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.52% Reduce -24.3% 31,135 $20.4M
Soros Capital Management LLC 3.60% New 30,700 $20.1M
Landscape Capital Management, L.L.C. 1.28% New 30,000 $19.7M
Principal Securities, Inc. 0.24% Add +2.2% 29,827 $19.6M
Ferguson Wellman Capital Management, Inc. 0.23% Reduce -1.1% 29,167 $19.1M
FIL Ltd 0.01% Reduce -39.8% 29,081 $19.1M
Public Sector Pension Investment Board 0.05% New 29,000 $19.0M
Atria Investments, Inc 0.19% Reduce -4.8% 28,805 $18.9M
Kestra Private Wealth Services, LLC 0.21% Add +8.6% 28,672 $18.8M
Integrated Wealth Concepts LLC 0.12% Reduce -5.7% 28,520 $18.7M
Wealth Quarterback LLC 5.76% Add +75.4% 28,436 $18.7M
Mutual Advisors, LLC 0.35% Reduce -0.5% 28,220 $18.5M
Concentrum Wealth Management 4.39% Reduce -2.4% 27,972 $18.3M
Kwmg, LLC 1.32% Reduce -1.7% 27,868 $18.3M
Lido Advisors, LLC 0.06% Add +6.1% 27,384 $18.0M
Cornerstone Wealth Management, LLC 0.77% Add +2.5% 27,370 $18.0M
Csenge Advisory Group 0.72% Add +3.6% 26,951 $17.7M
Phoenix Financial Ltd. 0.12% Add +2.2% 26,596 $17.4M
TCP Asset Management, LLC 1.98% Reduce -30.4% 26,573 $17.4M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 11.97% Add +98.8% 26,245 $17.2M
Blair William & Co. 0.04% Add +11.6% 25,583 $16.8M
URS Advisory LLC 9.24% Add +6.1% 25,302 $16.6M
Woodmont Investment Counsel LLC 0.90% Reduce -0.5% 25,122 $16.5M
Ameritas Advisory Services, LLC 0.33% Add +75.0% 24,968 $16.4M
Measured Wealth Private Client Group, LLC 3.95% Reduce -7.4% 24,944 $16.4M
CoreCap Advisors, LLC 0.48% Add +212.2% 24,802 $16.3M
KCM Investment Advisors LLC 0.48% Add +10.1% 24,728 $16.2M
Sigma Planning Corp 0.41% Add +1.1% 24,678 $16.2M
Marcho Partners LLP 9.14% New 24,500 $16.1M
Brookstone Capital Management 0.16% Add +95.7% 24,394 $16.0M
Wealth Enhancement Advisory Services, LLC 0.03% Add +17.7% 26,009 $15.9M
Strategic Wealth Partners, Ltd. 0.98% Reduce -1.8% 24,108 $15.8M
Van Eck Associates Corp. 0.01% Reduce -0.0% 24,030 $15.8M
Waterloo Capital, L.P. 0.88% Reduce -27.3% 23,851 $15.6M
HBW Advisory Services LLC 1.41% Add +14.8% 23,791 $15.6M
J.Safra Asset Management Corp 0.72% Reduce -79.1% 23,708 $15.5M
Perkins Coie Trust Co 2.57% Reduce -8.7% 23,628 $15.5M
IAM Advisory, LLC 3.01% Reduce -6.3% 23,557 $15.5M
AJ Advisors, LLC 4.78% Reduce -2.2% 23,453 $15.4M
Mfa Wealth Advisors, LLC 2.61% Reduce -32.5% 23,356 $15.3M
Stratos Wealth Partners, LTD. 0.15% Add +3.5% 23,145 $15.2M
World Investment Advisors 0.25% Reduce -3.3% 36,974 $15.1M
Ausdal Financial Partners, Inc. 0.59% Reduce -30.4% 22,890 $15.0M
Insigneo Advisory Services, LLC 0.56% Add +142.8% 22,846 $15.0M
Clear Creek Financial Management, LLC 0.96% Add +106.5% 22,806 $15.0M
Wealthcare Advisory Partners LLC 0.28% Reduce -11.5% 22,656 $14.9M
Mission Wealth Management, LP 0.18% Add +1643.6% 22,458 $14.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Reduce -55.3% 22,544 $14.7M
National Bank of Canada 0.01% Add +111.0% 22,286 $14.6M
Edmond DE Rothschild Holding S.A. 0.19% Reduce -41.1% 22,059 $14.5M
Nwam LLC 0.70% Reduce -14.3% 21,500 $14.1M
Oppenheimer Asset Management Inc. 0.15% New 21,354 $14.0M
Madrona Financial Services, LLC 2.57% Add +1.4% 21,240 $13.9M
Caption Management, LLC 0.51% Reduce -14.5% 21,220 $13.9M
Rye Brook Capital LLC 9.71% Reduce -16.4% 21,110 $13.8M
Means Investment Co., Inc. 1.05% Add +17.3% 21,094 $13.8M
Spire Wealth Management 0.42% Add +0.9% 21,080 $13.8M
Cresset Asset Management, LLC 0.05% Reduce -17.4% 21,074 $13.8M
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 2.67% — 21,040 $13.8M
Valence8 US LP 4.57% Reduce -60.6% 20,934 $13.7M
Advyzon Investment Management, LLC 0.99% Reduce -49.7% 20,784 $13.6M
Richmond Investment Services, LLC 4.30% Reduce -41.8% 20,703 $13.6M
Snowden Capital Advisors LLC 0.32% Reduce -22.8% 20,351 $13.3M
Hudock, Inc. 1.71% Add +0.2% 20,322 $13.3M
Cooper Capital Advisors LLC 5.74% Add +2.2% 20,173 $13.2M
Tamar Securities, LLC 1.22% Reduce -18.8% 19,837 $13.0M
Crown Wealth Group, LLC 3.28% Add +1.5% 19,624 $12.9M
Banco BTG Pactual S.A. 1.71% Add +333.0% 19,609 $12.9M
Money Concepts Capital Corp. 0.59% Add +4.5% 19,556 $12.8M
CreativeOne Wealth, LLC 0.28% Reduce -2.1% 19,522 $12.8M
WT Wealth Management 3.53% Reduce -17.0% 19,410 $12.7M
PNC Financial Services Group, Inc. 0.01% Add +48.8% 19,312 $12.7M
PFG Advisors 0.64% Reduce -5.6% 19,213 $12.6M
Capital Markets Trading UK LLP 8.91% Add +201.3% 19,000 $12.5M
Advisory Services Network, LLC 0.14% Reduce -19.7% 18,979 $12.4M
Legacy Financial Strategies, LLC 1.92% Add +2.1% 18,874 $12.4M
Financial Freedom, LLC 5.64% Reduce -2.0% 18,728 $12.3M
Aragon Global Management, LP 4.62% No change 18,600 $12.2M
Galvin, Gaustad & Stein, LLC 0.91% Reduce -12.9% 18,457 $12.1M
Brown Advisory Inc. 0.02% Add +934.7% 18,345 $12.0M
Pachira Investments Inc. 4.54% Reduce -2.3% 18,337 $12.0M
Walleye Capital LLC 0.06% Add +1248.5% 18,299 $12.0M
IHT Wealth Management, LLC 0.25% Reduce -17.0% 18,066 $11.8M
Trilogy Capital Inc. 0.46% Add +389.8% 17,990 $11.8M
Lowery Thomas, LLC 5.73% Reduce -1.4% 17,895 $11.7M
Cerity Partners LLC 0.01% Add +36.2% 17,589 $11.5M
Institute for Wealth Management, LLC. 1.01% New 17,372 $11.4M
Federation des caisses Desjardins du Quebec 0.03% Reduce -14.9% 17,286 $11.3M
Retirement Management Systems Inc. 2.31% Reduce -29.0% 17,236 $11.3M
Bank of Nova Scotia 0.02% Reduce -31.6% 17,128 $11.2M
Western Wealth Management, LLC 0.37% Reduce -1.9% 17,040 $11.2M
Kingswood Wealth Advisors, LLC 0.45% Add +36.2% 17,018 $11.2M
Naman Capital Ltda 3.42% New 16,857 $11.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.22% Add +1.4% 16,804 $11.0M
Basso Capital Management, L.P. 2.69% New 16,651 $10.9M
Qube Research & Technologies Ltd 0.01% New 16,618 $10.9M
Piedmont Capital Management, LLC 5.49% New 17,512 $10.9M
Oasis Advisors, LLC 6.82% Reduce -99.3% 16,029 $10.5M
Center for Wealth Management Advisory 6.59% Reduce -6.4% 16,009 $10.5M
Kickstand Ventures, Llc. 1.88% Reduce -30.5% 15,767 $10.3M
Moneco Advisors, LLC 0.63% Add +20.4% 15,669 $10.3M
Dymon Asia Capital (singapore) Pte. LTD. 1.65% Add +4.6% 15,603 $10.2M
Larson Financial Group LLC 0.27% Add +4.0% 15,498 $10.2M
Wedbush Securities Inc. 0.26% Reduce -3.5% 15,377 $10.1M
Farther Finance Advisors, LLC 0.08% Add +5.3% 15,271 $10.0M
Adapt Wealth Advisors, LLC 3.24% Reduce -1.0% 15,118 $9.9M
Mgo One Seven LLC 0.16% Add +26.8% 15,031 $9.9M
RWQ Financial Management Services, Inc. 4.72% Reduce -59.4% 14,910 $9.8M
Peapack Gladstone Financial Corp. 0.11% Add +1.7% 14,896 $9.8M
StoneCrest Wealth Management, Inc. 3.12% Reduce -24.6% 14,872 $9.8M
Gotham Asset Management 0.02% Add +81.8% 14,823 $9.7M
PFG Investments, LLC 0.38% Add +43.6% 14,780 $9.7M
MAI Capital Management 0.04% Add +124.9% 14,651 $9.6M
StoneX Group Inc. 0.38% Add +97.8% 15,222 $9.5M
Toronto Dominion Bank 0.02% Add +47.5% 14,319 $9.4M
NTV Asset Management LLC 0.92% Reduce -3.0% 14,276 $9.4M
ARS Investment Partners, LLC 0.40% Reduce -1.3% 14,047 $9.2M
Pennsylvania Capital Management Inc. 2.31% Reduce -0.1% 13,892 $9.1M
Pinnacle Associates Ltd. 0.10% Add +0.4% 13,870 $9.1M
Centaurus Financial, Inc. 0.35% Add +4.1% 13,841 $9.1M
Belpointe Asset Management LLC 0.29% Add +2.9% 13,756 $9.0M
PCG Wealth Advisors, LLC 2.01% Add +11.8% 13,707 $9.0M
Lotus Technology Management, LP 11.03% Reduce -38.7% 12,291 $9.0M
Parallel Advisors, LLC 0.14% Reduce -16.6% 13,607 $8.9M
Vontobel Holding Ltd. 0.03% Reduce -17.6% 13,583 $8.9M
Westwood Wealth Management 2.55% Reduce -4.3% 13,425 $8.8M
Guardian Capital, LLC 7.08% Reduce -43.8% 13,192 $8.7M
Bay Rivers Group 2.95% Reduce -17.5% 13,181 $8.6M
Natixis Advisors, LLC 0.01% New 13,173 $8.6M
VMS Asset Management Limited 2.73% New 13,133 $8.6M
Nikulski Financial, Inc. 1.85% Add +5.4% 13,078 $8.6M
Foundations Investment Advisors, LLC 0.09% Add +27.5% 12,975 $8.5M
Odyssey Capital Advisors, Inc. 6.00% Add +0.9% 12,773 $8.4M
Allspring Global Investments Holdings, LLC 0.01% Add +42.3% 13,454 $8.3M
Ieq Capital, LLC 0.04% Add +53.3% 12,608 $8.3M
Sbe LLC Dba Cedar Cove Wealth Partners 3.86% Reduce -7.9% 12,536 $8.2M
Consolidated Portfolio Review Corp 0.68% Reduce -48.5% 12,505 $8.2M
Norden Group LLC 0.67% New 12,504 $8.2M
Oppenheimer & Co. Inc. 0.09% Reduce -6.0% 12,465 $8.2M
Meridian Wealth Management, LLC 0.25% Reduce -1.9% 12,376 $8.1M
Segment Wealth Management, LLC 0.42% New 12,211 $8.0M
Union Bancaire Privee, UBP SA 0.09% Add +702.3% 15,003 $7.9M
Perigon Wealth Management, LLC 0.12% Add +11.4% 11,990 $7.9M
NWF Advisory Services Inc. 0.72% Add +9.2% 11,705 $7.7M
Wellington Shields Capital Management, LLC 0.95% Reduce -8.9% 11,411 $7.5M
Claro Advisors Inc. 0.78% Add +24.5% 11,376 $7.5M
Apollon Financial, LLC 0.87% Add +5.7% 11,264 $7.4M
Nomura Asset Management Co. Ltd. 0.02% Add +17.4% 11,231 $7.4M
Fifth Third Bancorp 0.01% Reduce -3.8% 11,173 $7.3M
Peak Planning Group, LLC 1.65% Add +11.0% 11,138 $7.3M
International Assets Investment Management, LLC 0.44% Add +35.1% 11,772 $7.3M
Westside Investment Management, Inc. 0.96% Reduce -1.1% 11,126 $7.3M
Sims Investment Management, LLC 2.22% Reduce -3.2% 10,942 $7.2M
Integrity Alliance, Llc. 0.22% Add +9.9% 10,885 $7.1M
Orleans Capital Management Corp. 3.69% Add +2.7% 10,881 $7.1M
Bluesphere Advisors LLC 2.20% Reduce -0.2% 10,869 $7.1M
Traynor Capital Management, Inc. 0.33% Add +0.5% 10,845 $7.1M
Tower Research Capital LLC (TRC) 0.17% Add +106570.0% 10,667 $7.0M
Hall Capital Management Co. Inc. 2.16% Reduce -5.7% 10,572 $6.9M
Northern Trust Corp. 0.00% Add +9.9% 10,502 $6.9M
Ciovacco Capital Management LLC 3.06% Add +9.7% 10,496 $6.9M
Kaizen Financial Strategies 2.70% Add +0.8% 10,997 $6.8M
Urban Wealth Management, LLC 5.94% Reduce -13.1% 10,389 $6.8M
MADDEN SECURITIES Corp 1.89% No change 10,387 $6.8M
Mezzasalma Advisors, LLC 1.36% Add +39.7% 22,086 $6.8M
Castle Rock Wealth Management, LLC 1.32% Reduce -18.9% 10,877 $6.7M
SeaCrest Wealth Management, LLC 0.74% Add +27.9% 10,232 $6.7M
VestGen Advisors, LLC 0.20% Reduce -9.6% 10,220 $6.7M
Graham Capital Management, L.P. 0.26% Add +15.9% 10,200 $6.7M
D.A. Davidson & Co. 0.04% Reduce -53.8% 10,106 $6.6M
Calton & Associates, Inc. 0.97% Add +14.9% 10,052 $6.6M
Kera Capital Partners, Inc. 0.63% Add +0.8% 10,040 $6.6M
Founders Financial Securities LLC 0.34% Reduce -12.3% 10,013 $6.6M
Valley National Advisers Inc. 0.73% Reduce -0.2% 10,004 $6.6M
Kovack Advisors, Inc. 0.31% Add +3.9% 10,267 $6.5M
PW Nova Financial Services LLC 1.39% Add +1.0% 9,864 $6.5M
Sage Mountain Advisors LLC 0.39% No change 9,739 $6.4M
Decker Retirement Planning Inc. 2.16% Add +12796.0% 9,672 $6.3M
Diversify Advisory Services, LLC 0.10% New 11,401 $6.3M
Diversify Wealth Management, LLC 0.10% Reduce -48.7% 11,401 $6.3M
Hutchens & Kramer Investment Management Group, LLC 1.63% Reduce -1.5% 9,295 $6.1M
Cornerstone Enterprises, LLC 2.76% Reduce -3.0% 9,219 $6.0M
Creative Financial Designs Inc. 0.28% Add +720.0% 8,922 $5.9M
Krilogy Financial LLC 0.17% Reduce -6.3% 8,863 $5.8M
McGuire Capital Advisors Inc. 3.13% New 8,750 $5.7M
Captrust Financial Advisors 0.01% Add +28.4% 8,750 $5.7M
GC Wealth Management RIA, LLC 0.33% Add +20.6% 8,728 $5.7M
Keystone Global Partners, LLC 2.16% Add +87.1% 8,667 $5.7M
Allworth Financial LP 0.02% Add +6.4% 8,650 $5.7M
SCS Capital Management LLC 0.05% Reduce -21.9% 8,596 $5.6M
WealthBridge Investment Counsel Inc. 1.50% Reduce -1.1% 8,575 $5.6M
Milestones Private Investment Advisors LLC 4.48% Reduce -44.9% 8,574 $5.6M
BLVD Private Wealth, LLC 4.15% Reduce -15.1% 8,518 $5.6M
Delta Financial Advisors LLC 1.33% Reduce -1.0% 8,518 $5.6M
Arcataur Capital Management LLC 1.38% Reduce -0.5% 8,509 $5.6M
RH Tailwind Management, LLC 2.60% Reduce -70.7% 8,500 $5.6M
Corsair Capital Management, L.P. 0.70% New 8,500 $5.6M
Arkadios Wealth Advisors 0.09% Add +0.7% 8,476 $5.6M
LifeWealth Investments, LLC 1.47% New 8,407 $5.5M
Flagship Harbor Advisors, LLC 0.21% Reduce -5.0% 8,325 $5.5M
Vision Retirement, LLC 1.32% Add +14.9% 8,302 $5.4M
Three Magnolias Financial Advisors, LLC 3.03% Reduce -4.4% 8,294 $5.4M
Cassady Wealth & Retirement Planning, LLC 2.51% Add +6.0% 8,229 $5.4M
Titiun Yejiel 4.69% No change 8,214 $5.4M
Stephens Inc. 0.06% Reduce -12.0% 8,208 $5.4M
BIP Wealth, LLC 0.15% Add +340.6% 8,186 $5.4M
Robertson Stephens Wealth Management, LLC 0.13% Add +12.9% 8,162 $5.4M
TD Private Client Wealth LLC 0.10% Reduce -18.7% 8,119 $5.3M
Owen LaRue, LLC 1.85% Add +287.1% 8,090 $5.3M
Flagstar Securities, Inc. 1.59% Add +29.9% 8,030 $5.3M
Ignite Planners, LLC 0.71% Add +6.5% 7,889 $5.2M
William John Sempolinski 2.09% New 7,882 $5.2M
IFG Advisory, LLC 0.18% Add +31016.0% 7,779 $5.1M
Garden State Investment Advisory Services LLC 1.00% Reduce -5.7% 7,751 $5.1M
Altfest L J & Co. Inc. 0.49% Reduce -84.0% 7,744 $5.1M
IFP Advisors, Inc 0.09% Reduce -24.6% 7,723 $5.1M
One Capital Management, LLC 0.14% No change 13,123 $5.0M
Aft, Forsyth & Sober, LLC 1.56% No change 13,000 $5.0M
Berbice Capital Management LLC 2.56% Add +35.2% 7,534 $4.9M
Hilltop Holdings Inc. 0.40% Add +509.0% 7,491 $4.9M
Paragon Advisors, LLC 1.03% Reduce -1.5% 7,488 $4.9M
Accurate Wealth Management, LLC 0.47% Add +21.0% 8,035 $4.9M
Delos Wealth Advisors, LLC 2.52% Add +0.5% 7,477 $4.9M
Sacks & Associates, LLC 3.27% Reduce -13.8% 8,976 $4.9M
Corient Private Wealth LP 0.01% Add +13.4% 7,393 $4.8M
JB Capital LLC 0.17% Add +31.9% 7,387 $4.8M
Tactive Advisors, LLC 1.19% Add +2.7% 7,340 $4.8M
Choreo, LLC 0.05% Reduce -2.4% 7,323 $4.8M
5th Street Advisors, LLC 1.85% Reduce -33.7% 7,294 $4.8M
HSBC Holdings PLC 0.00% Reduce -57.6% 7,245 $4.7M
Magnus Financial Group LLC 0.33% Add +26.7% 7,169 $4.7M
Florida Financial Advisors, LLC 0.79% Reduce -4.8% 7,167 $4.7M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -43.9% 7,149 $4.7M
HB Wealth Management, LLC 0.03% Add +0.9% 7,145 $4.7M
Flagship Wealth Advisors, LLC 1.05% Add +85.4% 7,139 $4.7M
Wbi Investments, LLC 1.16% Add +13.1% 7,111 $4.7M
O'shaughnessy Asset Management, LLC 0.02% Add +28.1% 7,031 $4.6M
Schear Investment Advisers, LLC 1.54% No change 7,027 $4.6M
Tsfg, LLC 0.58% Add +2.5% 6,996 $4.6M
McGuire Investment Group, LLC 0.40% Reduce -12.4% 6,948 $4.6M
Ferguson Shapiro LLC 1.34% New 6,905 $4.5M
Regal Investment Advisors LLC 0.24% Reduce -0.0% 6,900 $4.5M
HUB Investment Partners, LLC 0.08% Add +97.0% 6,863 $4.5M
Envestnet Portfolio Solutions, Inc. 0.02% Add +0.6% 6,822 $4.5M
Joel Isaacson & Co., LLC 0.13% Add +0.2% 6,770 $4.4M
Thoroughbred Financial Services, LLC 0.21% Reduce -0.0% 6,724 $4.4M
Snider Financial Group 1.12% Reduce -22.4% 6,704 $4.4M
Fullerton Fund Management Co Ltd. 0.28% New 6,653 $4.4M
Estate Planners Group, LLC 1.96% Reduce -33.6% 6,592 $4.3M
Beaumont Financial Advisors, LLC 0.27% Reduce -1.0% 6,565 $4.3M
Klingenstein Fields & Co. LP 0.15% No change 6,486 $4.3M
Sequoia Financial Advisors, LLC 0.02% Add +2.2% 6,475 $4.2M
HBK Sorce Advisory LLC 0.08% Add +3.9% 7,452 $4.2M
Vestmark Advisory Solutions, Inc. 0.04% Add +23.6% 6,471 $4.2M
Heritage Oak Wealth Advisors LLC 1.25% Reduce -2.9% 6,450 $4.2M
Guggenheim Capital LLC 0.03% Add +2.5% 6,447 $4.2M
Absolute Capital Management, LLC 1.05% Reduce -40.7% 6,427 $4.2M
Telos Capital Management, Inc. 0.37% Reduce -40.8% 6,388 $4.2M
Dumont & Blake Investment Advisors LLC 0.94% Reduce -0.6% 6,355 $4.2M
Advisors Management Group Inc. 0.69% Reduce -0.3% 6,350 $4.2M
Mascagni Wealth Management, Inc. 2.53% Reduce -2.3% 6,207 $4.1M
New Insight Wealth Advisors 1.19% Add +27.0% 6,166 $4.0M
OneAscent Financial Services LLC 0.19% Add +134.9% 6,053 $4.0M
Leeward Financial Partners, LLC 1.04% Reduce -19.9% 6,017 $3.9M
Dakota Wealth Management 0.08% Reduce -36.5% 6,006 $3.9M
Gerber Kawasaki Wealth & Investment Management 0.10% Reduce -2.8% 5,965 $3.9M
Aptus Capital Advisors, LLC 0.03% Add +22.1% 5,933 $3.9M
SFI Advisors, LLC 3.35% Add +0.4% 5,928 $3.9M
Piscataqua Savings Bank 2.58% Reduce -0.1% 5,830 $3.8M
Calamos Wealth Management LLC 0.12% Reduce -0.0% 5,797 $3.8M
Quattro Financial Advisors LLC 0.81% Reduce -49.3% 5,790 $3.8M
Hanseatic Management Services Inc. 2.76% Reduce -4.7% 5,710 $3.7M
NorthRock Partners, LLC 0.05% Reduce -17.2% 5,701 $3.7M
Bright Futures Wealth Management, LLC. 2.38% Reduce -1.6% 5,612 $3.7M
Private Trust Co. NA 0.29% Reduce -2.4% 5,602 $3.7M
Pinnacle Financial Partners, Inc. 0.02% Add +3.9% 5,577 $3.7M
Trademark Financial Management, LLC 1.50% Reduce -2.0% 5,566 $3.7M
First Heartland Consultants, Inc. 0.24% Add +16.4% 5,560 $3.6M
Independent Advisor Alliance 0.09% Reduce -79.4% 5,535 $3.6M
Wealth Watch Advisors, INC 1.17% Add +71.3% 5,469 $3.6M
Cornerstone Select Advisors, LLC 1.50% Reduce -2.4% 5,443 $3.6M
Accel Wealth Management 0.80% Add +17.1% 5,439 $3.6M
Marshall Wace, LLP 0.00% Reduce -97.0% 5,371 $3.5M
Moneta Group Investment Advisors LLC 0.03% Add +21.9% 5,321 $3.5M
Composition Wealth, LLC 0.04% Reduce -1.4% 5,279 $3.5M
Sovran Advisors, LLC 0.26% Add +14.2% 6,534 $3.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.1% 5,256 $3.4M
Fortis Capital Management LLC 0.38% Reduce -7.9% 5,208 $3.4M
Verition Fund Management LLC 0.03% Reduce -6.0% 5,207 $3.4M
Perennial Advisors, LLC 0.53% New 5,171 $3.4M
Altura Wealth Advisors Inc. 1.14% Reduce -42.9% 5,147 $3.4M
Grantvest Financial Group LLC 1.95% Reduce -2.5% 5,119 $3.4M
Signal Advisors Wealth, LLC 0.18% Add +9.0% 5,111 $3.4M
Dearborn Partners LLC 0.19% Add +1.5% 5,109 $3.4M
Liberty Square Wealth Partners LLC 0.80% Add +0.0% 5,101 $3.3M
Future Financial Wealth Managment LLC 2.08% Reduce -17.1% 5,737 $3.3M
Concord Wealth Partners 0.38% Reduce -30.1% 5,061 $3.3M
Avidian Wealth Enterprises, LLC 0.09% Add +7.1% 5,056 $3.3M
Great Diamond Partners, LLC 0.57% Reduce -27.4% 5,055 $3.3M
Tennessee Valley Asset Management Partners 0.36% Add +20.1% 5,018 $3.3M
Cannon Advisors, Inc. 2.00% Reduce -2.5% 5,471 $3.3M
OpenArc Corporate Advisory, LLC 0.04% Reduce -7.4% 4,982 $3.3M
Darden Wealth Group Inc 1.29% Add +8.2% 4,951 $3.2M
Carmel Capital Management L.L.C. 0.71% No change 4,937 $3.2M
Perennial Investment Advisors, LLC 0.22% Add +12.1% 4,921 $3.2M
Concord Asset Management, LLC 0.50% Reduce -30.6% 4,876 $3.2M
Empowered Funds, LLC 0.02% Add +3.3% 4,850 $3.2M
Moulton Wealth Management, Inc. 2.08% Add +40.7% 5,076 $3.2M
Payne Capital LLC 2.63% Reduce -0.6% 4,816 $3.2M
Avior Wealth Management, LLC 0.08% Reduce -83.3% 4,799 $3.1M
Chemung Canal Trust Co. 0.58% Reduce -25.2% 4,797 $3.1M
Ascent Advisors, LLC 3.61% Add +9.2% 5,043 $3.1M
HighPoint Advisor Group LLC 0.11% Add +15.2% 4,755 $3.1M
Osbon Capital Management LLC 2.45% Reduce -1.7% 4,755 $3.1M
Providence First Trust Co 0.86% Reduce -18.4% 4,690 $3.1M
Unique Wealth, LLC 0.36% Add +9.5% 4,679 $3.1M
Keating Financial Advisory Services, Inc. 0.40% Add +37.9% 4,663 $3.1M
Horizon Wealth Management, LLC 0.39% Reduce -92.8% 4,634 $3.0M
Founders Financial Alliance, LLC 0.40% Add +0.1% 4,609 $3.0M
Evolution Wealth Advisors, LLC 0.35% Reduce -4.1% 4,548 $3.0M
Badgley Phelps Wealth Managers, LLC 0.05% Reduce -5.9% 4,531 $3.0M
Bramshill Investments, LLC 0.23% Reduce -40.0% 4,500 $3.0M
Modern Wealth Management, LLC 0.04% Add +43.9% 4,487 $2.9M
Prime Capital Investment Advisors, LLC 0.03% Add +20.1% 4,401 $2.9M
Carter Financial Group, INC. 1.47% Reduce -0.5% 4,318 $2.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Reduce -14.7% 4,294 $2.8M
ExodusPoint Capital Management, LP 0.03% New 4,257 $2.8M
Inspire Advisors, LLC 0.19% Reduce -0.1% 4,254 $2.8M
Silverlake Wealth Management LLC 0.53% Add +0.9% 4,245 $2.8M
LaSalle St. Investment Advisors, LLC 0.34% Add +39.7% 4,228 $2.8M
Wisconsin Wealth Advisors, LLC 2.36% Reduce -27.0% 4,203 $2.8M
Mizuho Markets Americas LLC 0.05% Reduce -65.8% 4,200 $2.8M
SteelPeak Wealth, LLC 0.07% Reduce -29.3% 4,192 $2.7M
Rwa Wealth Partners, LLC 0.03% Reduce -4.1% 4,177 $2.7M
Brighton Jones LLC 0.05% Reduce -3.0% 4,161 $2.7M
Fox Hill Wealth Management 1.09% Add +0.1% 4,159 $2.7M
B.O.S.S. Retirement Advisors, LLC 0.74% Add +6.1% 4,156 $2.7M
Stevens Capital Management LP 0.65% Add +175.2% 4,152 $2.7M
CLG LLC 0.60% New 4,143 $2.7M
Apriem Advisors 0.23% Reduce -0.7% 4,137 $2.7M
Adirondack Trust Co. 0.81% Reduce -2.6% 4,126 $2.7M
US Bancorp \de 0.00% Add +8.3% 4,116 $2.7M
Kesler, Norman & Wride, LLC 0.43% Reduce -0.2% 4,115 $2.7M
AlTi Global, Inc. 0.06% Reduce -48.4% 4,105 $2.7M
Box Hill Private Wealth LLC 2.16% Reduce -10.3% 4,098 $2.7M
American Institute for Advanced Investment Management, LLP 1.54% Add +2.4% 4,067 $2.7M
Dynamic Advisor Solutions LLC 0.08% Add +2.0% 4,060 $2.7M
Curran Financial Partners, LLC 0.39% Add +13.4% 4,017 $2.6M
Betterment LLC 0.00% Add +62.4% 4,010 $2.6M
Focus Partners Advisor Solutions, LLC 0.02% Add +3.6% 4,007 $2.6M
Burke & Herbert Bank & Trust Co. 0.65% Add +2.3% 3,979 $2.6M
Copia Wealth Management 1.57% Reduce -2.3% 3,973 $2.6M
Sonoma Allocations LLC 0.81% Add +213.7% 4,144 $2.6M
Able Wealth Management LLC 0.60% Reduce -30.5% 3,959 $2.6M
SWS Partners 0.56% Reduce -0.4% 3,929 $2.6M
Sterling Investment Advisors, Ltd. 0.43% Reduce -0.6% 3,916 $2.6M
Wedmont Private Capital 0.07% Reduce -1.8% 4,203 $2.6M
Maripau Wealth Management LLC 0.91% Add +0.5% 3,886 $2.5M
Denver Wealth Management, Inc. 0.73% Add +6.3% 3,871 $2.5M
Element Wealth, LLC 0.95% Add +10.8% 3,858 $2.5M
Venturi Wealth Management, LLC 0.10% Add +119.9% 3,851 $2.5M
Cheviot Value Management, LLC 0.26% Reduce -6.1% 3,850 $2.5M
Mather Group, Llc. 0.02% Add +17.9% 3,845 $2.5M
Acorn Creek Capital LLC 0.84% Reduce -4.7% 3,842 $2.5M
Inscription Capital, LLC 0.22% No change 3,806 $2.5M
Blue Fin Capital, Inc. 0.36% Add +3.7% 3,786 $2.5M
Gladstone Institutional Advisory LLC 0.08% Reduce -4.4% 3,777 $2.5M
Global Financial Private Client, LLC 0.67% Reduce -0.6% 3,773 $2.5M
Seaview Investment Managers LLC 0.74% Add +4.9% 3,765 $2.5M
OneDigital Investment Advisors LLC 0.02% Add +8.3% 3,737 $2.5M
Carnegie Investment Counsel 0.05% Reduce -28.7% 3,736 $2.5M
Nuveen, LLC 0.00% New 3,724 $2.4M
Bawa N Mallick Trust 0.79% Add +48.7% 3,718 $2.4M
Cypress Capital Group 0.23% New 3,712 $2.4M
Virtue Capital Management, LLC 0.32% Reduce -3.3% 3,691 $2.4M
Roof Eidam Maycock Peralta, LLC 0.48% Add +0.0% 3,683 $2.4M
Greenwood Gearhart LLC 0.11% Reduce -18.8% 3,681 $2.4M
Fortress Private Ledger, LLC 0.66% Add +35.2% 3,681 $2.4M
Sfmg, LLC 0.15% Reduce -13.6% 3,676 $2.4M
Alchemi Wealth, LLC 1.13% Add +12.4% 3,668 $2.4M
Game Plan Financial Advisors, LLC 0.96% Reduce -55.4% 3,648 $2.4M
SKY-Mountain Capital Management, Inc. 1.70% New 3,626 $2.4M
Harbour Wealth Management Group, Inc. 1.61% Add +2.6% 3,625 $2.4M
Asset One Wealth Management LLC 0.25% Reduce -23.5% 4,022 $2.4M
Moors & Cabot, Inc. 0.09% Add +49.6% 3,614 $2.4M
COFG Advisors, LLC 0.41% Add +36.2% 3,607 $2.4M
Sassicaia Capital Advisers LLC 1.04% New 3,600 $2.4M
Apex Wealth Management, LLC 1.43% Reduce -2.6% 3,575 $2.3M
PGIM Custom Harvest LLC 0.03% Add +5.2% 3,574 $2.3M
Smith, Moore & Co. 0.15% Add +2.3% 3,547 $2.3M
Financial Partners Group, Inc 0.23% Add +70.1% 3,529 $2.3M
Strategic Financial Concepts, LLC 0.69% Add +19.7% 3,521 $2.3M
Kane Investment Management, Inc. 0.98% Add +10.2% 3,518 $2.3M
Systelligence, LLC 0.38% New 3,504 $2.3M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +0.6% 3,472 $2.3M
Schuylkill Financial LLC 2.09% — 3,449 $2.3M
Ritholtz Wealth Management 0.03% Reduce -39.0% 3,429 $2.2M
Chicago Partners Investment Group LLC 0.04% Add +115.4% 3,871 $2.2M
Purus Wealth Management, LLC 0.62% Add +6.2% 3,412 $2.2M
Sawgrass Asset Management LLC 0.29% No change 3,400 $2.2M
Gateway Wealth Partners, LLC 0.13% Reduce -40.7% 3,397 $2.2M
Independent Solutions Wealth Management, LLC 0.29% Add +34.4% 3,381 $2.2M
Riggs Asset Managment Co. Inc. 0.39% Add +17.7% 3,372 $2.2M
Fiduciary Alliance LLC 0.15% Add +23.9% 3,361 $2.2M
Benson Wealth Management INC 2.22% Add +20.4% 3,358 $2.2M
Richards, Merrill & Peterson, Inc. 0.69% Add +42.3% 3,330 $2.2M
Regency Capital Management Inc.\DE 0.87% Reduce -16.3% 3,330 $2.2M
Savant Capital, LLC 0.01% Add +105.3% 4,159 $2.2M
Citadel Advisors 0.00% New 3,315 $2.2M
Secure Asset Management, LLC 0.30% Add +29.7% 3,301 $2.2M
Iron Gate Global Advisors LLC 0.21% No change 3,300 $2.2M
Eagle Capital Management, LLC 0.74% Reduce -0.8% 3,299 $2.2M
Keudell/Morrison Wealth Management 0.41% No change 3,290 $2.2M
Summit Trail Advisors, LLC 0.03% Reduce -5.5% 3,244 $2.1M
Focus Financial Network, Inc. 0.07% Add +7.0% 3,208 $2.1M
Aspire Capital Advisors LLC 0.41% Add +0.1% 3,207 $2.1M
Cornerstone Advisory, LLC 0.17% No change 3,204 $2.1M
Milestone Asset Management, LLC 0.33% Reduce -2.4% 3,178 $2.1M
Silver Oak Securities, Incorporated 0.13% Add +71.4% 3,172 $2.1M
Geneos Wealth Management Inc. 0.04% Add +17.5% 3,162 $2.1M
BTG Pactual Asset Management US LLC 0.16% New 3,144 $2.1M
City Center Advisors, LLC 1.67% Add +32.7% 3,140 $2.1M
Kirtland Hills Capital Management, LLC 0.59% Add +6.7% 3,138 $2.1M
Foguth Wealth Management, LLC. 0.23% Reduce -3.8% 3,668 $2.0M
Novare Capital Management LLC 0.15% Add +5.9% 3,124 $2.0M
PKS Advisory Services, LLC 0.33% Add +14.6% 3,118 $2.0M
SIH Partners, LLLP 0.08% New 3,089 $2.0M
Maridea Wealth Management LLC 0.22% Reduce -62.1% 3,086 $2.0M
Lanark Financial, Inc. 0.14% Add +22.4% 3,075 $2.0M
Soltis Investment Advisors LLC 0.12% Add +46.7% 3,066 $2.0M
Tradition Wealth Management, LLC 0.12% Reduce -0.6% 3,062 $2.0M
Credit Industriel Et Commercial 0.37% Reduce -80.7% 3,046 $2.0M
WBH Advisory Inc. 0.13% Add +8.3% 3,046 $2.0M
Zhang Financial LLC 0.06% No change 3,038 $2.0M
Winch Advisory Services, LLC 0.41% Add +2.9% 3,035 $2.0M
RFG Advisory, LLC 0.03% Add +19.8% 3,010 $2.0M
Runnymede Capital Advisors, Inc. 1.18% Add +5.4% 3,008 $2.0M
Clearstead Advisors, LLC 0.02% Add +53.5% 3,002 $2.0M
Nwi Management LP 0.13% No change 3,000 $2.0M
Venture Visionary Partners LLC 0.05% Reduce -1.5% 2,985 $2.0M
Rakuten Securities, Inc. 0.45% New 2,938 $1.9M
American Financial Advisors, LLC 0.23% Reduce -1.6% 2,931 $1.9M
Simplicity Wealth,LLC 0.06% Add +92.1% 2,925 $1.9M
Compass Financial Management LLC 0.23% — 3,207 $1.9M
Forefront Wealth Partners, LLC 0.58% Reduce -16.7% 2,872 $1.9M
Sankala Group LLC 1.25% Add +56.3% 3,305 $1.9M
17 Capital Partners, LLC 0.85% Add +13.7% 2,853 $1.9M
Intrua Financial, LLC 0.18% Reduce -2.7% 2,840 $1.9M
Pines Wealth Management, LLC 0.53% Reduce -17.8% 2,829 $1.9M
Laurel Oak Wealth Management, LLC 0.27% Reduce -8.8% 2,815 $1.8M
O'ROURKE & COMPANY, Inc 0.64% Add +5.0% 2,811 $1.8M
Sound View Wealth Advisors Group, LLC 0.11% Reduce -7.5% 2,804 $1.8M
Larry Mathis Financial Planning, LLC 1.39% Add +75.4% 2,791 $1.8M
Seros Financial, LLC 0.95% Add +14.8% 2,785 $1.8M
Encompass More Asset Management 0.27% Add +55.6% 2,766 $1.8M
Cambridge Advisors Inc. 0.31% Reduce -17.4% 2,754 $1.8M
Q3 Asset Management 0.33% Add +23.6% 2,766 $1.8M
Shay Capital LLC 0.20% Reduce -55.0% 2,750 $1.8M
Capstone Wealth Management Group, LLC 0.64% Reduce -30.8% 2,749 $1.8M
Ancora Advisors LLC 0.03% Reduce -8.6% 2,736 $1.8M
Clarus Wealth Advisors 0.69% Reduce -28.1% 3,020 $1.8M
Welch Group, LLC 0.06% Add +0.1% 2,722 $1.8M
PCG Asset Management, LLC 1.28% Reduce -0.1% 2,712 $1.8M
Thompson Davis & Co., Inc. 1.06% Reduce -1.8% 2,701 $1.8M
Financial Perspectives, Inc 0.43% Reduce -0.0% 2,693 $1.8M
CDM Financial Counseling Services, Inc. 1.52% Reduce -0.9% 2,690 $1.8M
Elevation Point Wealth Partners, LLC 0.03% Add +10.1% 2,673 $1.8M
Advisory Alpha, LLC 0.04% Reduce -19.9% 2,665 $1.7M
Cyndeo Wealth Partners, LLC 0.08% Add +5.2% 2,647 $1.7M
Hamilton Wealth, LLC 0.32% New 2,639 $1.7M
CIBC Bancorp USA Inc. 0.00% Add +11.4% 2,638 $1.7M
Schnieders Capital Management, Llc. 0.23% Reduce -2.7% 2,622 $1.7M
Jackson Wealth Management, LLC 1.01% Reduce -94.8% 2,611 $1.7M
MPS Loria Financial Planners, LLC 0.39% Reduce -4.7% 2,612 $1.7M
Two Sigma Securities, LLC 0.15% New 2,607 $1.7M
Bulltick Wealth Management, LLC 0.35% New 7,200 $1.7M
Madden Advisory Services, Inc. 0.61% Reduce -3.5% 2,586 $1.7M
Strategic Blueprint, LLC 0.08% Reduce -2.2% 2,574 $1.7M
FSA Investment Group, LLC 0.55% Add +25.2% 2,565 $1.7M
Brian Low Financial Group, LLC 0.98% Add +2.1% 2,561 $1.7M
Credit Agricole S A 0.00% Reduce -8.6% 2,560 $1.7M
Mathes Company, Inc. 0.52% No change 2,555 $1.7M
Sovereign Financial Group, Inc. 0.26% Reduce -29.9% 2,551 $1.7M
Almanack Investment Partners, LLC. 0.21% New 2,546 $1.7M
Global Assets Advisory, LLC 0.36% Reduce -0.9% 2,649 $1.6M
Stonebridge Financial Planning Group, LLC 0.53% Reduce -7.0% 2,512 $1.6M
Investment Insight Wealth Management, LLC 1.43% Add +30.0% 2,512 $1.6M
Mystic Asset Management, Inc. 0.35% Reduce -16.2% 2,510 $1.6M
Total Clarity Wealth Management, Inc. 0.32% Reduce -3.0% 2,490 $1.6M
Edgestream Partners, L.P. 0.05% Add +4.0% 2,490 $1.6M
Signature Equity Partners, LLC 0.74% Add +3.5% 2,471 $1.6M
CMT Capital Markets Trading GmbH 0.85% Reduce -64.8% 2,469 $1.6M
LVM Capital Management Ltd. 0.14% Reduce -9.1% 2,460 $1.6M
Fort Point Capital Partners LLC 0.17% Reduce -0.7% 2,455 $1.6M
Alpine Global Management, LLC 0.26% Reduce -20.9% 2,450 $1.6M
E&G Advisors, LLC 0.31% Reduce -0.8% 2,444 $1.6M
Retirement Income Solutions, Inc. 0.28% No change 4,181 $1.6M
Peak Asset Management, LLC 0.23% Add +2.6% 2,433 $1.6M
Ellevest, Inc. 0.19% Add +84.6% 4,096 $1.6M
Concorde Asset Management, LLC 0.92% Add +14.0% 2,428 $1.6M
Biltmore Family Office, LLC 0.21% Reduce -15.8% 2,400 $1.6M
Uhlmann Price Securities, LLC 0.06% New 2,382 $1.6M
Elm3 Financial Group, LLC 1.07% Add +20.2% 2,381 $1.6M
KERR FINANCIAL PLANNING Corp 1.73% Add +0.6% 2,364 $1.6M
Langley Wealth Management, LLC 1.50% — 2,353 $1.5M
Eclectic Associates Inc. 0.18% Reduce -18.5% 2,352 $1.5M
Brevan Howard Capital Management LP 0.02% Reduce -88.3% 2,348 $1.5M
Endowment Wealth Management, Inc. 0.60% Reduce -2.5% 2,346 $1.5M
DAVENPORT & Co LLC 0.01% Add +7.8% 2,338 $1.5M
MY Wealth Management Inc. 1.08% New 2,338 $1.5M
Murphy & Mullick Capital Management Corp 0.95% Add +22.6% 2,337 $1.5M
Greater Midwest Financial Group, LLC 0.75% Reduce -3.5% 2,305 $1.5M
Dagco, Inc. 0.28% New 2,296 $1.5M
Victory Financial Group, LLC 0.15% Reduce -11.3% 2,249 $1.5M
Procyon Advisors, LLC 0.06% Reduce -3.6% 2,245 $1.5M
Pathstone Holdings, LLC 0.00% Add +19.4% 2,235 $1.5M
Integrated Advisors Network LLC 0.07% Add +256.6% 2,229 $1.5M
Regatta Research & Money Management 1.38% — 2,233 $1.5M
Comprehensive Financial Planning, Inc. 0.78% Reduce -40.1% 2,221 $1.5M
Sun Group Wealth Partners 0.99% New 2,221 $1.5M
Retirement Planning Group, LLC / NY 0.79% Add +35.5% 2,220 $1.5M
Vise Technologies, Inc. 0.02% Add +35.7% 2,202 $1.4M
Cane Capital Partners, LLC 0.58% Reduce -13.6% 2,201 $1.4M
Abound Financial, LLC 0.57% Reduce -0.1% 2,198 $1.4M
Kintra Wealth, LLC 0.07% Reduce -54.2% 2,435 $1.4M
Armstrong Advisory Group, Inc. 0.09% Add +34.0% 2,176 $1.4M
Clark Asset Management, LLC 0.11% Add +105.8% 2,169 $1.4M
Thor Trading Advisors, LLC 0.45% New 2,167 $1.4M
Princeton Global Asset Management LLC 0.20% Add +2.5% 2,135 $1.4M
TCFG Investment Advisors, LLC 0.47% No change 2,125 $1.4M
Transcend Capital Advisors, LLC 0.09% Reduce -25.5% 2,120 $1.4M
Lodestar Private Asset Management LLC 0.12% Add +2.9% 2,117 $1.4M
Guardian Asset Advisors, LLC 0.64% Add +14.1% 2,109 $1.4M
Savvy Advisors, Inc. 0.03% Add +212.7% 2,101 $1.4M
SeaBridge Investment Advisors LLC 0.20% Reduce -5.1% 2,097 $1.4M
Accretive Wealth Partners, LLC 0.33% Add +39.1% 2,096 $1.4M
Alteri Wealth LLC 0.38% Add +15.4% 2,094 $1.4M
Insight Advisors, LLC/ PA 0.24% Reduce -15.1% 2,089 $1.4M
Argyle Capital Partners, LLC 0.86% Add +14.2% 2,088 $1.4M
Independence Bank of Kentucky 0.15% Reduce -13.1% 2,085 $1.4M
Beacon Financial Planning, Inc. 0.46% Reduce -5.2% 2,073 $1.4M
Nations Financial Group Inc, /Ia/ 0.06% Reduce -0.4% 2,071 $1.4M
WealthBridge Capital Management, LLC 0.27% Reduce -43.3% 2,061 $1.4M
Berkshire Asset Management LLC 0.05% Reduce -1.3% 2,058 $1.3M
Kingdom Financial Group LLC. 0.34% Reduce -22.4% 2,048 $1.3M
Harvest Investment Services, LLC 0.21% Add +11.9% 2,043 $1.3M
Value Investment Professionals, LLC 1.12% New 2,033 $1.3M
KPP Advisory Services LLC 0.17% Add +9.3% 2,030 $1.3M
Howard Financial Services, LTD. 0.13% Add +8.8% 2,021 $1.3M
Capula Management Ltd 0.01% Add +4014.3% 2,016 $1.3M
Annex Advisory Services, LLC 0.02% Add +2.0% 2,009 $1.3M
LJI Wealth Management, LLC 0.18% Reduce -1.1% 2,005 $1.3M
Black Maple Capital Management LP 0.88% No change 2,000 $1.3M
Midwest Financial Group LLC 0.46% Reduce -32.0% 1,990 $1.3M
Glen Eagle Advisors, LLC 0.16% Reduce -9.3% 1,987 $1.3M
Consolidated Capital Management, LLC 0.35% Reduce -2.2% 1,978 $1.3M
Massar Capital Management, LP 0.44% New 1,968 $1.3M
Clear Street Group Inc. 0.00% New 1,968 $1.3M
Visionary Wealth Advisors 0.05% Add +10.5% 1,967 $1.3M
Alexis Investment Partners, LLC 0.75% Reduce -83.8% 2,041 $1.3M
Patten & Patten Inc. 0.07% Reduce -0.8% 1,947 $1.3M
Greenwich Wealth Management LLC 0.05% Reduce -17.5% 1,947 $1.3M
Mirador Capital Partners LP 0.16% Add +22.6% 1,943 $1.3M
Clarity Financial LLC 0.11% Reduce -0.1% 1,928 $1.3M
CWS Financial Advisors, LLC 0.28% No change 1,926 $1.3M
Cpwa, LLC 1.47% Add +11.3% 1,926 $1.3M
Pine Valley Investments Ltd Liability Co 0.05% Add +5.2% 1,915 $1.3M
Capital Analysts, LLC 0.03% Add +4.7% 1,910 $1.3M
HHM Wealth Advisors, LLC 0.13% Reduce -3.8% 1,906 $1.3M
Signature Estate & Investment Advisors LLC 0.02% Reduce -55.9% 1,899 $1.2M
WJ Wealth Management, LLC 0.49% No change 1,896 $1.2M
Summit Securities Group LLC 0.24% New 1,879 $1.2M
KG Capital Management 0.73% Add +29.1% 1,877 $1.2M
Holland Advisory Services, Inc. 1.36% New 1,876 $1.2M
Advisor OS, LLC 0.08% Reduce -59.1% 1,875 $1.2M
American Trust 0.09% Reduce -23.2% 1,873 $1.2M
RMR Wealth Builders 0.08% Add +31.1% 1,855 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -20.5% 1,847 $1.2M
Investment Management Corp. /Va/ 1.01% Reduce -30.7% 1,841 $1.2M
Franklin Resources Inc. 0.00% No change 1,840 $1.2M
SHUTTLEWORTH & Co 0.96% Add +2.2% 1,832 $1.2M
FourThought Financial Partners, LLC 0.09% Add +0.2% 1,824 $1.2M
Commerce Bank 0.01% Add +3.5% 1,811 $1.2M
Facet Wealth, Inc. 0.02% Add +27.3% 1,794 $1.2M
GK Wealth Management LLC 0.71% New 1,791 $1.2M
Integrity Investment Advisors, LLC 0.51% Add +5.9% 1,789 $1.2M
Cardiff Park Advisors, LLC 0.09% Add +39.4% 1,781 $1.2M
SOA Wealth Advisors, LLC. 0.20% Reduce -8.0% 1,781 $1.2M
Rollins Financial Advisors, LLC 0.15% Add +2.9% 1,781 $1.2M
MJP Associates Inc. 0.13% Reduce -12.3% 1,780 $1.2M
Avestar Capital, LLC 0.07% New 1,765 $1.2M
Arwa LLC 0.48% Add +30.1% 2,029 $1.2M
Clark Capital Management Group, Inc. 0.01% Reduce -14.9% 1,758 $1.2M
AlphaCore Capital LLC 0.02% Reduce -1.9% 1,757 $1.2M
Matauro, LLC 0.15% Add +1.6% 1,753 $1.1M
Point72 Asset Management 0.00% Reduce -61.1% 1,750 $1.1M
Beaumont Asset Management, L.L.C. 0.44% Add +8.5% 1,735 $1.1M
Berger Financial Group, Inc 0.06% Add +4.5% 1,734 $1.1M
Meriwether Wealth & Planning, LLC 0.56% Add +38.2% 1,728 $1.1M
Vertex Planning Partners, LLC 0.17% Add +69.4% 1,706 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -79.1% 1,704 $1.1M
Fiduciary Financial Advisors 0.11% New 1,702 $1.1M
Ranch Capital Advisors Inc. 0.35% Add +4.5% 1,689 $1.1M
AdvisorNet Financial, Inc 0.05% Add +16.2% 1,674 $1.1M
Jefferson Bridge Capital, LLC 0.95% Reduce -11.1% 1,665 $1.1M
Capital Investment Advisors, LLC 0.01% Add +9.0% 1,661 $1.1M
SHP Wealth Management 0.07% Add +33.6% 1,650 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.4% 1,854 $1.1M
Redhawk Wealth Advisors, Inc. 0.11% Add +47.0% 1,641 $1.1M
Lewis Asset Management, LLC 0.38% Reduce -1.6% 1,640 $1.1M
Caprock Group, LLC 0.02% Reduce -15.6% 1,638 $1.1M
Advisors Capital Management, LLC 0.01% Add +9.7% 1,635 $1.1M
Mowery & Schoenfeld Wealth Management, LLC 1.46% New 1,632 $1.1M
Winthrop Advisory Group LLC 0.07% Add +10.0% 1,632 $1.1M
Brown Brothers Harriman & Co. 0.00% Reduce -4.7% 1,627 $1.1M
Cordoba Advisory Partners LLC 0.23% Reduce -2.6% 1,625 $1.1M
Cary Street Partners Financial LLC 0.02% Add +2.5% 1,624 $1.1M
Invst, LLC 0.10% Reduce -0.1% 1,615 $1.1M
Quantum Portfolio Management LLC 0.38% Add +0.4% 1,604 $1.1M
RDA Financial Network 0.22% Reduce -13.6% 1,562 $1.0M
Central Valley Advisors, LLC 0.26% Reduce -0.3% 1,558 $1.0M
Greystone Financial Group, LLC 0.29% Reduce -5.3% 1,557 $1.0M
Sageworth Trust Co 0.04% Add +5.5% 1,557 $1.0M
Liberty One Investment Management, LLC 0.10% Reduce -23.6% 1,543 $1.0M
Tritonpoint Wealth, LLC 0.10% Reduce -38.0% 1,528 $1.0M
TritonPoint Partners, LLC 0.08% New 1,528 $1.0M
Chilton Investment Co. Inc. 0.02% No change 1,528 $1.0M
Buck Wealth Strategies, LLC 0.10% New 1,525 $1.0M
Atlantic Union Bankshares Corp 0.02% Add +0.5% 1,523 $999K
Vaughan David Investments LLC 0.02% Reduce -11.1% 1,503 $986K
Bank of New York Mellon Corp 0.00% Reduce -19.4% 1,501 $984K
Meredith Wealth Planning 0.23% No change 1,496 $981K
Pioneer Family Office, LLC 0.51% Add +21.1% 1,495 $981K
Xcelsior Advisor Partners LLC 0.13% Add +98.9% 1,488 $976K
Obermeyer Wealth Partners 0.04% Reduce -9.1% 1,483 $973K
Leigh Baldwin & Co., LLC 0.52% Add +1.7% 1,480 $971K
Advisor Resource Council 0.32% Reduce -7.2% 1,599 $966K
Turning Point Benefit Group, Inc. 0.41% New 1,470 $964K
Highline Wealth Partners LLC 0.20% Add +204.1% 1,469 $964K
1832 Asset Management L.P. 0.00% Reduce -25.2% 1,469 $964K
Lane Brothers & Co. Inc. 0.63% Reduce -0.8% 1,468 $963K
Signaturefd, LLC 0.01% Add +2.9% 1,457 $956K
WealthCare Investment Partners, LLC 0.23% Reduce -19.2% 1,455 $955K
Magnolia Capital Advisors LLC 0.16% Reduce -4.7% 1,449 $950K
M&T Bank Corp 0.00% Add +5.3% 1,439 $944K
Advance Capital Management, Inc. 0.03% Add +22.5% 1,435 $941K
Main Street Financial Solutions, LLC 0.06% Reduce -6.4% 1,430 $938K
IPG Investment Advisors LLC 0.13% No change 1,429 $937K
Cathy Pareto & Associates, Inc. 0.55% Add +11.2% 1,426 $936K
Elevation Advisory Partners LLC 0.96% Reduce -30.4% 1,672 $934K
Seamount Financial Group Inc. 0.38% Reduce -2.9% 1,424 $934K
Montis Financial, LLC 0.19% No change 1,423 $933K
May Hill Capital, LLC 0.19% Add +0.8% 1,418 $930K
J Hagan Capital, Inc. 0.43% Add +10.0% 1,416 $928K
Bryn Mawr Trust Advisors, LLC 0.04% Add +6.1% 1,404 $921K
Trueblood Wealth Management, LLC 0.32% No change 1,403 $920K
Detalus Advisors, LLC 0.18% No change 1,402 $920K
Guyasuta Investment Advisors Inc. 0.05% No change 1,400 $918K
Klingman & Associates, LLC 0.04% Add +33.8% 1,398 $917K
Wealth Advisory Team LLC 0.74% — 1,395 $915K
W1M Asset Management Ltd 0.01% Reduce -2.9% 1,394 $914K
GWN Securities Inc. 0.15% Reduce -9.8% 1,393 $913K
ProVise Management Group, LLC 0.06% Reduce -0.9% 1,384 $908K
Rasp Wealth Solutions, LLC 0.30% — 1,378 $904K
Private Client Services, LLC 0.24% Add +2.3% 1,369 $898K
Mattern Wealth Management LLC 0.15% New 1,364 $895K
Colonial River Investments, LLC 0.25% Reduce -17.9% 1,362 $894K
Canvas Wealth Advisors, LLC 0.12% Reduce -21.8% 1,361 $892K
GFS Advisors, LLC 0.10% New 309 $891K
BFI Infinity Ltd. 0.42% New 1,341 $880K
Granite Bay Wealth Management, LLC 0.08% New 1,336 $876K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +46.0% 1,330 $872K
Orographic Financial Advisors, LLC 0.57% Reduce -0.7% 1,487 $869K
J. Derek Lewis & Associates Inc. 0.16% Reduce -0.3% 1,306 $857K
Premier Path Wealth Partners, LLC 0.10% Reduce -1.5% 1,305 $856K
Avantax Planning Partners, Inc. 0.02% Add +31.8% 1,303 $854K
Titleist Asset Management, LLC 0.06% Reduce -66.0% 1,284 $842K
Nvwm, LLC 0.17% Reduce -39.6% 1,279 $839K
Red Door Wealth Management, LLC 0.08% Reduce -2.6% 1,271 $834K
Trek Financial, LLC 0.04% Add +13.0% 1,261 $827K
Interactive Financial Advisors, Inc. 0.50% Add +4.0% 1,289 $824K
Valmark Advisers, Inc. 0.01% Add +1.4% 1,245 $817K
J. M. Brown & Associates Inc. 0.47% — 1,241 $814K
Citizens Financial Group Inc. 0.01% Add +19.6% 1,235 $810K
Silvercrest Asset Management Group LLC 0.01% No change 1,232 $808K
Cascade Investment Group, Inc. 0.45% Add +5.0% 1,230 $807K
Russell Investments Group, Ltd. 0.00% Add +20.6% 1,227 $805K
Octavia Wealth Advisors, LLC 0.07% Reduce -3.9% 1,226 $804K
Montecito Bank & Trust 0.12% Reduce -9.5% 1,224 $803K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -0.8% 1,222 $802K
Northwest Wealth Advisors, LLC 0.46% Add +15.9% 1,222 $801K
Fairfield Financial Advisors, LTD 0.31% Reduce -1.2% 1,213 $795K
IMG Wealth Management, Inc. 0.44% Reduce -1.7% 1,208 $792K
Verus Capital Partners, LLC 0.04% Add +5.2% 1,201 $788K
T. Rowe Price Associates Inc. 0.00% Reduce -53.9% 1,200 $788K
Welch & Forbes LLC 0.01% No change 1,200 $787K
Brady Martz Wealth Solutions, LLC 0.12% Add +3.3% 1,195 $784K
JSF Financial, LLC 0.13% Add +11.4% 1,193 $783K
Keybank National Association 0.00% Add +24.9% 1,192 $782K
BBR Partners, LLC 0.04% No change 1,187 $779K
Arlington Capital Management, Inc. 0.48% No change 1,181 $774K
FSA Advisors, Inc. 0.35% Add +0.3% 1,176 $771K
Register Financial Advisors LLC 0.24% Add +37.6% 1,172 $769K
Maia Wealth LLC 0.11% Add +120.7% 1,163 $763K
Outlook Wealth Advisors, LLC 0.16% Add +0.7% 1,161 $761K
Stratos Wealth Advisors, LLC 0.04% Reduce -8.7% 1,159 $761K
M3 Advisory Group, LLC 0.39% Add +3.0% 1,154 $757K
Wealth Dimensions Group, Ltd. 0.14% No change 1,153 $756K
Natixis 0.00% Reduce -54.8% 1,148 $753K
Greenline Partners, LLC 0.08% No change 1,147 $752K
Angeles Wealth Management, LLC 0.03% No change 1,147 $752K
Confluence Wealth Services, Inc. 0.02% New 1,146 $752K
Brand Asset Management Group, Inc. 0.17% Reduce -32.9% 1,144 $750K
Man Group plc 0.00% New 1,143 $750K
Somerset Group LLC 0.53% Add +0.3% 1,224 $748K
Index Technologies Group LLC 0.60% Add +0.4% 1,138 $746K
Resurgent Financial Advisors LLC 0.21% Reduce -7.8% 1,135 $744K
Evanson Financial, LLC 0.04% — 1,133 $743K
Sharp Wealth Advisory, LLC 0.34% Add +0.5% 1,132 $742K
James J. Burns & Company, LLC 0.08% Add +0.3% 1,127 $740K
Simon Quick Advisors, LLC 0.03% No change 1,126 $739K
Tower Bridge Advisors 0.07% Reduce -8.7% 1,125 $738K
Fairview Capital Investment Management, LLC 0.04% New 1,125 $738K
Tempus Wealth Planning, LLC 0.14% Reduce -0.3% 1,123 $737K
Kapstone Financial Advisors LLC 0.30% Add +70.5% 1,110 $728K
Pure Financial Advisors, LLC 0.01% Reduce -0.5% 1,103 $723K
Compound Planning, Inc. 0.02% Add +100.9% 1,101 $722K
Centennial Bank 0.23% Add +449.5% 1,099 $721K
Archvest Wealth Advisors, Inc. 0.42% Reduce -0.1% 1,098 $720K
Quantum Private Wealth, LLC 0.18% No change 1,094 $718K
Jacobi Capital Management LLC 0.03% Reduce -28.1% 1,084 $711K
Mma Asset Management LLC 0.23% No change 1,078 $707K
Bravias Capital Group, LLC 0.42% Add +2.9% 1,077 $706K
Capital Advisor Network LLC 0.88% Reduce -54.1% 1,070 $702K
Westshore Wealth, LLC 0.22% No change 1,060 $695K
Pacific Sun Financial Corp 0.29% Reduce -2.8% 1,057 $693K
Ascent Wealth Partners, LLC 0.07% No change 1,047 $687K
Threadgill Financial, LLC 0.28% Add +60.9% 1,041 $683K
Key Client Fiduciary Advisors, LLC 0.20% Add +10.6% 1,041 $683K
Embree Financial Group 0.07% Add +1.0% 1,040 $682K
Ridgepath Capital Management LLC 0.30% No change 1,039 $681K
Greenland Capital Management LP 0.15% New 1,034 $678K
Madison Wealth Partners, Inc 0.09% New 1,032 $677K
Empower Advisory Group, LLC 0.00% Add +34.7% 1,029 $675K
Northern Capital Management, Inc. 0.29% Add +1.5% 1,025 $673K
Navis Wealth Advisors, LLC 0.25% Reduce -25.5% 1,022 $670K
Platform Technology Partners 0.11% Add +36.4% 1,019 $668K
Bell Investment Advisors, Inc 0.10% Reduce -2.9% 1,014 $665K
Stiles Financial Services Inc 0.17% Add +5.7% 1,014 $665K
Optivise Advisory Services LLC 0.34% Add +21.3% 1,012 $664K
Triumph Capital Management 0.12% Reduce -23.0% 1,012 $664K
Welch Financial Planning, LLC 0.39% No change 1,010 $662K
Lantern Wealth Advisors, LLC 0.30% New 1,009 $662K
Markowski Investments 0.14% — 1,000 $656K
Gruss & Co., LLC 1.72% No change 1,000 $656K
Charles Schwab Trust Co 0.04% No change 1,000 $656K
Barnes Pettey Financial Advisors, LLC 0.20% Add +17.6% 993 $651K
Triad Wealth Partners, LLC 0.04% New 1,194 $651K
Semus Wealth Partners LLC 0.31% No change 989 $649K
MRA Advisory Group 0.23% Reduce -7.8% 984 $645K
Fort Sheridan Advisors LLC 0.07% No change 983 $645K
Redwood Investment Management, LLC 0.06% Add +14.0% 977 $641K
Bosman Wealth Management, LLC 0.40% No change 971 $637K
Kanawha Capital Management LLC 0.04% No change 971 $637K
Strive Financial Group ,LLC 0.28% Reduce -1.6% 969 $636K
Instrumental Wealth, LLC 0.32% Add +0.9% 969 $635K
Bluespring Wealth Management, LLC 0.01% New 965 $633K
Sharpepoint LLC 0.32% Reduce -4.6% 962 $631K
RFG - Bristol Wealth Advisors, LLC 0.15% No change 961 $630K
EdgeRock Capital LLC 0.14% Add +0.6% 960 $629K
Aurora Private Wealth, Inc. 0.40% No change 958 $629K
United Advisor Group, LLC 0.07% Reduce -16.2% 956 $627K
Oak Grove Capital LLC 0.05% Add +18.8% 950 $623K
Roehl & Yi Investment Advisors, LLC 0.20% Add +0.8% 930 $610K
Cape Cod Five Cents Savings Bank 0.05% — 928 $609K
Forvis Mazars Wealth Advisors, LLC 0.01% New 924 $606K
Cavalier Investments, LLC 0.22% Reduce -97.0% 923 $605K
Freedom Financial Partners LLC 0.20% No change 922 $605K
Kathmere Capital Management, LLC 0.03% No change 921 $604K
Seelaus Asset Management LLC 0.43% No change 920 $603K
Axecap Investments, LLC 0.33% Reduce -17.4% 919 $603K
Benjamin Edwards Inc. 0.01% New 918 $602K
Northstar Group, Inc. 0.08% Add +4.6% 913 $599K
Riverchase Wealth Management, LLC 0.28% No change 913 $599K
QRG Capital Management, Inc. 0.00% Reduce -16.4% 911 $598K
Spartan Wealth Advisory Services LLC 0.05% New 910 $597K
GSG Advisors LLC 0.13% No change 908 $596K
SmartHarvest Portfolios, LLC 0.19% No change 905 $594K
Sequent Asset Management, LLC 0.25% No change 904 $593K
Coldstream Capital Management Inc. 0.01% Reduce -3.8% 903 $592K
Benchmark Financial Wealth Advisors, LLC 0.15% Reduce -1.8% 900 $591K
Daviman Financial, LLC 0.33% Reduce -0.3% 898 $589K
Birch Hill Investment Advisors LLC 0.02% Reduce -30.9% 893 $586K
BXM Wealth LLC 0.32% Reduce -6.8% 893 $586K
KMG Fiduciary Partners, LLC 0.05% Reduce -0.1% 891 $584K
First Trust Advisors LP 0.00% No change 890 $584K
Blue Bell Private Wealth Management, LLC 0.07% No change 887 $582K
Insight Wealth Strategies, LLC 0.06% No change 935 $580K
GEM Asset Management, LLC 0.23% New 883 $579K
Retirement Planning Co of New England, Inc. 0.21% Reduce -0.1% 880 $577K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +3.7% 879 $577K
Aspen Investment Management Inc 0.15% Reduce -50.0% 878 $576K
Rhodes Investment Advisors Inc. 0.42% Add +46.3% 878 $576K
J. L. Bainbridge & Co., Inc. 0.05% No change 878 $576K
Holderness Investments Co. 0.10% Add +10.5% 872 $572K
HF Advisory Group, LLC 0.18% Reduce -17.0% 870 $570K
Atlantic Private Wealth, LLC 0.35% No change 869 $570K
Sargent Investment Group, LLC 0.07% Add +0.1% 864 $567K
Capital Wealth Alliance, LLC 0.26% Reduce -18.3% 863 $566K
Weaver Consulting Group 0.11% Add +0.9% 854 $560K
Two West Capital Advisors LLC 0.28% Reduce -3.8% 1,002 $560K
Aspiring Ventures, LLC 0.15% New 853 $559K
Indivisible Partners 0.03% Add +4.3% 842 $552K
Miller Capital Partners, Inc. 0.22% Reduce -1.8% 841 $552K
Red Lighthouse Investment Management, LLC 0.16% No change 838 $550K
Financial Solutions Advisory Group, Inc. 0.07% No change 902 $548K
Twin Peaks Wealth Advisors, LLC 0.12% Add +1181.5% 833 $546K
Twin Tree Management, LP 0.08% Reduce -17.8% 829 $544K
Heritage Wealth Management, Inc. 0.14% No change 825 $541K
Abound Wealth Management 0.11% Add +1.4% 825 $541K
Curi Capital, LLC 0.01% Reduce -11.1% 824 $540K
Freestone Capital Holdings, LLC 0.01% Add +26.4% 823 $540K
Tortuga Wealth Management, Inc 0.41% Reduce -22.4% 822 $540K
Baker Avenue Asset Management, LP 0.01% Reduce -19.1% 820 $538K
Oakwell Private Wealth Management, LLC 0.09% No change 818 $537K
Investment Management Trust, LLC 0.48% No change 811 $532K
Legacy Financial Group, Inc. 0.12% New 810 $531K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 802 $527K
Syntegra Private Wealth Group, LLC 0.04% Reduce -13.2% 801 $525K
Bank & Trust Co 0.33% No change 800 $525K
Advisory Solutions Group, LLC 0.18% — 797 $523K
GeoWealth Management, LLC 0.02% Reduce -44.9% 795 $523K
AlphaStar Capital Management, LLC 0.03% Add +27.4% 796 $522K
United Asset Strategies, Inc. 0.04% Reduce -4.8% 796 $522K
Wilmington Savings Fund Society, FSB 0.01% Add +328.0% 796 $522K
Legacy Wealth Managment, LLC 0.21% New 789 $517K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 785 $515K
Asset Planning Services Inc. /La/ 0.22% No change 784 $514K
Zullo Investment Group, Inc. 0.17% Reduce -15.1% 773 $507K
AAFMAA Wealth Management & Trust LLC 0.18% No change 772 $506K
Quantum Financial Partners LLC 0.26% — 772 $506K
Chancellor Financial Group WB LP 0.31% Add +27.2% 771 $506K
GenTrust, LLC 0.02% No change 769 $504K
Marathon Wealth Advisors LLC 0.17% Add +43.5% 768 $504K
Costello Asset Management, INC 0.15% No change 765 $502K
Kropog Financial Group, LLC 0.35% New 762 $500K
Total Wealth Planning & Management, Inc. 0.36% Add +3.7% 762 $500K
Palumbo Wealth Management LLC 0.10% No change 759 $498K
Rational Advisors, Inc. 0.05% New 753 $494K
Summit Wealth Partners, LLC 0.07% New 746 $489K
Financial Engines Advisors L.L.C. 0.00% Reduce -2.3% 739 $485K
Zacks Investment Management 0.00% Reduce -5.6% 738 $484K
Compagnie Lombard Odier SCmA 0.01% New 738 $484K
Sequent Planning LLC 0.10% Add +1.8% 736 $483K
Evergreen Wealth Partners LLC 0.29% Add +2.2% 734 $481K
Sandy Cove Advisors, LLC 0.12% No change 730 $479K
SP Asset Management LLC 0.04% Add +31.7% 727 $477K
Cahill Financial Advisors Inc. 0.05% Add +10.9% 724 $475K
Burney Co./ 0.01% Add +7.1% 724 $475K
Crestwood Advisors Group, LLC 0.01% New 721 $473K
Hendershot Investments Inc. 0.06% Reduce -10.3% 718 $471K
Avaii Wealth Management, LLC 0.14% Reduce -10.8% 718 $471K
DiNuzzo Private Wealth, Inc. 0.05% No change 717 $470K
Castleview Partners, LLC 0.21% New 717 $470K
Regions Financial Corp. 0.00% Add +2.9% 717 $470K
Bison Wealth, LLC 0.04% Add +26.6% 775 $468K
Rockwood Wealth Management, LLC 0.03% No change 714 $468K
WESPAC Advisors, LLC 0.23% Reduce -59.6% 711 $466K
Sage Financial Group Inc. 0.03% No change 711 $466K
Fulton Breakefield Broenniman LLC 0.03% Add +1.4% 703 $461K
Blue Trust, Inc. 0.00% Add +169.6% 701 $460K
XML Financial, LLC 0.03% Add +3.3% 697 $457K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -40.3% 696 $456K
Family Office Research LLC 0.17% Add +1.3% 686 $450K
Nova Wealth Management, Inc. 0.25% Add +2.6% 682 $447K
Independent Wealth Network Inc. 0.11% Reduce -4.1% 682 $447K
Capital Investment Advisory Services, LLC 0.03% Add +33.3% 681 $447K
Resolute Wealth Strategies, LLC 0.17% Add +17.3% 679 $445K
Merkkuri Wealth Advisors LLC 0.28% Add +14.2% 676 $443K
Cassaday & Co Wealth Management LLC 0.01% Add +65.0% 675 $443K
Independent Wealth Advisors LLC 0.40% New 675 $443K
Westmount Partners, LLC 0.10% New 674 $442K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Add +24.9% 671 $440K
Hemenway Trust Co LLC 0.03% Reduce -4.3% 665 $436K
44 Wealth Management LLC 0.14% No change 660 $433K
Stonebridge Financial Group, LLC 0.03% New 660 $433K
Symphony Financial, Ltd. Co. 0.05% Add +11.5% 680 $431K
RFG Holdings, Inc. 0.09% New 656 $430K
Westhampton Capital, LLC 0.18% Add +0.5% 655 $430K
Atlas Wealth LLC 0.07% Reduce -4.0% 652 $428K
Texas Bank & Trust Co 0.14% New 650 $426K
EFG International AG 0.01% Add +0.6% 648 $425K
Synergy Asset Management, LLC 0.04% Reduce -36.3% 647 $424K
Center For Asset Management LLC 0.19% Reduce -14.8% 644 $423K
CV Advisors LLC 0.08% No change 644 $422K
Glenmede Trust Co. NA 0.00% Reduce -32.4% 642 $421K
Tidemark, LLC 0.09% Reduce -11.9% 641 $421K
KDT Advisors, LLC 0.58% No change 640 $420K
Everest Financial Group LLC 0.06% New 638 $419K
Balboa Wealth Partners 0.06% Reduce -2.1% 638 $419K
Braeburn Wealth Management LLC 0.18% Add +14.4% 637 $418K
Thrive Wealth Management, LLC 0.05% Add +0.6% 634 $416K
Northstar Advisory Group, LLC 0.13% Reduce -46.0% 632 $415K
Allium Financial Advisors, LLC 0.27% No change 631 $414K
Steinberg Asset Management LLC 0.26% New 631 $414K
MPWM Advisory Solutions, LLC 0.19% No change 629 $413K
Searle & Co. 0.09% No change 627 $411K
LongView Wealth Management 0.11% Add +18.8% 625 $410K
Capital Advisors Inc. 0.01% New 625 $410K
Camden National Bank 0.05% Reduce -13.5% 622 $408K
McDonald Partners LLC 0.10% Reduce -16.0% 619 $406K
Clearwater Capital Advisors, LLC 0.03% Reduce -1.8% 618 $405K
Soundwatch Capital LLC 0.04% New 618 $405K
Destination Wealth Management 0.01% Reduce -95.5% 616 $404K
Pettyjohn, Wood & White, Inc. 0.06% Reduce -2.4% 615 $403K
OceanIQ Capital, LLC 0.24% — 700 $401K
Financial Insights, Inc. 0.11% Reduce -17.0% 611 $401K
Sagespring Wealth Partners, LLC 0.01% New 610 $400K
World Equity Group, Inc. 0.09% New 607 $398K
First Manhattan Co. Llc. 0.00% Reduce -11.0% 605 $397K
Onyx Bridge Wealth Group LLC 0.04% New 603 $396K
Verdence Capital Advisors LLC 0.02% No change 603 $395K
J. Safra Sarasin Holding AG 0.01% No change 625 $395K
Van Hulzen Asset Management, LLC 0.03% Add +8.3% 602 $395K
Sulzberger Capital Advisors, Inc. 0.38% No change 600 $394K
NavPoint Financial, Inc. 0.15% No change 600 $394K
L. Roy Papp & Associates, LLP 0.04% No change 600 $394K
Bank Hapoalim BM 0.03% Reduce -0.7% 599 $393K
Linscomb Wealth, Inc. 0.02% Reduce -1.2% 599 $393K
Traphagen Investment Advisors LLC 0.03% Add +3.6% 598 $392K
Blue Water Asset Management 0.13% Reduce -5.3% 596 $391K
Fortis Capital Advisors, LLC 0.04% New 594 $390K
Elevatus Welath Management 0.09% Add +10.4% 593 $389K
Requisite Capital Management, LLC 0.06% New 591 $388K
Bokf, NA 0.01% Reduce -14.2% 590 $387K
Keystone Financial Group 0.02% Add +12.2% 587 $385K
Main Management LLC 0.03% Add +1.9% 579 $380K
Bright Financial Advisors, Inc. 0.16% No change 578 $380K
McAdam, LLC 0.01% New 578 $379K
Mission Financial Group, LLC 0.31% — 575 $377K
Headinvest, LLC 0.07% Add +3.6% 573 $376K
Diversified Management Inc. 0.08% No change 573 $376K
KKM Financial LLC 0.05% No change 566 $371K
Manchester Financial Inc. 0.07% Add +1.8% 565 $371K
Integrity Advisory Solutions, LLC 0.04% New 564 $370K
Provenance Wealth Advisors, LLC 0.04% No change 562 $369K
Howe & Rusling Inc. 0.02% Reduce -8.3% 561 $368K
Pacific Center for Financial Services 0.08% No change 561 $368K
Aegis Wealth Management, Inc. 0.24% New 559 $367K
Essex Financial Services, Inc. 0.02% Reduce -1.1% 559 $366K
Silver Grove Financial Group, Inc. 0.20% New 558 $366K
Retirement Planning Group, LLC 0.01% Add +2.0% 558 $366K
Apella Capital, LLC 0.01% Add +22.7% 628 $365K
Sonoma Private Wealth LLC 0.39% No change 556 $365K
Fusion Capital, LLC 0.08% Reduce -57.3% 553 $363K
Financial Management Professionals, Inc. 0.03% Add +15.7% 552 $362K
EverSource Wealth Advisors, LLC 0.01% Add +7.2% 552 $362K
Crusonia Wealth Advisors LLC 0.06% New 550 $361K
Sheets Smith Wealth Management 0.04% New 550 $361K
National Wealth Management Group, LLC 0.11% New 548 $359K
LRI Investments, LLC 0.03% No change 546 $358K
Elmwood Wealth Management, Inc. 0.09% New 545 $358K
Dale Q Rice Investment Management Ltd 0.19% No change 545 $357K
Smartleaf Asset Management LLC 0.01% No change 565 $357K
Discipline Wealth Solutions, LLC 0.03% No change 543 $356K
DUTCH ASSET Corp 0.18% Reduce -3.6% 541 $355K
Burns J W & Co. Inc. 0.04% New 540 $354K
D'Orazio & Associates, Inc. 0.04% No change 537 $352K
Elevation Wealth Partners, LLC 0.10% No change 533 $350K
Schmidt P J Investment Management Inc. 0.05% Reduce -15.5% 530 $348K
United Capital Management of KS, Inc. 0.05% No change 530 $348K
Chesley Taft & Associates LLC 0.01% No change 529 $347K
Axis Wealth Partners, LLC 0.17% No change 528 $346K
Washington Trust Advisors, Inc. 0.03% Reduce -2.8% 525 $344K
Busey Bank 0.01% New 521 $342K
Investment House LLC 0.02% New 521 $342K
Empirical Asset Management, LLC 0.08% New 520 $341K
HM Payson & Co. 0.00% No change 520 $341K
Banco Santander, S.A. 0.00% New 520 $341K
KFA Private Wealth Group, LLC 0.08% Reduce -50.1% 519 $340K
First Foundation Advisors 0.01% New 519 $340K
High Point Wealth Management, LLC 0.28% Add +1.2% 518 $340K
Integras Partners LLC 0.19% New 517 $339K
Solutions 4 Wealth, Ltd 0.44% New 515 $337K
Certified Advisory Corp 0.03% New 515 $337K
Alta Wealth Advisors LLC 0.09% New 514 $337K
Garrett Wealth Advisory Group, LLC 0.05% New 510 $335K
Vectors Research Management, LLC 0.09% New 507 $333K
Vertrix Wealth Management, LLC 0.11% Reduce -33.3% 503 $330K
Carr Financial Group Corp 0.08% Reduce -50.1% 502 $329K
Kaydan Wealth Management, Inc. 0.10% Reduce -9.1% 502 $329K
Troutman Wealth Management, LLC 0.25% New 500 $328K
Terra Nova Asset Management LLC 0.20% New 500 $328K
Accredited Investors Inc. 0.01% New 500 $328K
Aprio Wealth Management, LLC 0.02% New 499 $327K
Charles Schwab Investment Management Inc. 0.00% New 497 $326K
Buska Wealth Management, LLC 0.12% New 497 $326K
Sterling Wealth Management, Inc. 0.08% Reduce -13.9% 494 $324K
Ebert Capital Management Inc. 0.30% New 493 $323K
Everstar Asset Management, LLC 0.16% Reduce -14.0% 492 $323K
Carrera Capital Advisors 0.05% New 491 $322K
Vanguard Personalized Indexing Management, LLC 0.00% New 488 $320K
Cape Investment Advisory, Inc. 0.09% New 485 $318K
New England Professional Planning Group Inc. 0.12% New 484 $317K
Shulman DeMeo Asset Management LLC 0.06% New 483 $317K
Connecticut Wealth Management, LLC 0.01% New 482 $316K
Stevens Capital Partners 0.06% New 481 $316K
Exit Wealth Advisors, LLC. 0.14% New 480 $315K
Golden State Wealth Management, LLC 0.03% Add +7.4% 479 $314K
Wheelhouse Advisory Group LLC 0.09% New 478 $314K
Neuberger Berman Group LLC 0.00% Reduce -12.9% 478 $314K
Capstone Financial Advisors, Inc. 0.02% New 476 $312K
Crux Wealth Advisors 0.11% Reduce -9.5% 474 $311K
Hennion & Walsh Asset Management, Inc. 0.01% New 472 $310K
Duncker Streett & Co. Inc. 0.05% Reduce -58.0% 470 $308K
Ark Wealth Advisors LLC 0.27% New 467 $307K
Left Brain Wealth Management, LLC 0.09% New 467 $306K
Roundview Capital LLC 0.02% New 465 $305K
AMG National Trust Bank 0.01% New 465 $305K
Coquina Private Wealth LLC 0.21% New 463 $303K
HighMark Wealth Management LLC 0.10% Reduce -6.7% 462 $303K
Modus Advisors, LLC 0.07% New 460 $302K
Marex Group Ltd 0.00% Reduce -88.0% 459 $301K
STG Securities, LLC 0.32% — 451 $296K
Bolthouse Investments, LLC 0.24% New 450 $295K
Eagle Bay Advisors LLC 0.22% New 450 $295K
Delta Wealth Advisors LLC 0.21% New 450 $295K
Westbourne Investments, Inc. 0.12% Reduce -33.3% 450 $295K
Meadowbrook Wealth Management, LLC 0.32% New 473 $293K
CFO4Life Group, LLC 0.04% New 447 $293K
Objective Capital Management, LLC 0.26% New 446 $293K
Bartlett & Co. Wealth Management LLC 0.00% No change 445 $292K
Sweeney & Michel, LLC 0.08% Reduce -35.6% 500 $291K
QTR Family Wealth, LLC 0.10% No change 444 $291K
Monetary Solutions, Ltd 0.25% No change 444 $291K
NerdWallet Wealth Partners, LLC 0.10% New 443 $291K
Seeds Investor LLC 0.03% New 442 $290K
Goldstein Advisors, LLC 0.03% New 440 $289K
Fairway Wealth LLC 0.07% No change 440 $289K
Greenspring Advisors, LLC 0.02% New 439 $288K
Innovative Wealth Building LLC 0.17% New 439 $288K
Goldstone Financial Group, LLC 0.03% New 437 $287K
Wealth Alliance, LLC 0.02% New 435 $285K
MidFirst Bank 0.02% Add +8.5% 434 $285K
Oakworth Capital, Inc. 0.01% No change 434 $285K
Veracity Capital LLC 0.08% New 433 $284K
Legacy Capital Wealth Partners, LLC 0.05% New 431 $283K
River Street Advisors LLC 0.08% New 428 $281K
Mesirow Financial Investment Management, Inc. 0.00% New 425 $279K
Sunpointe, LLC 0.08% New 425 $279K
Shelter Rock Management, LLC 0.27% New 425 $278K
Evolution Wealth Management Inc. 0.16% Reduce -18.3% 423 $277K
Clare Market Investments LLC 0.05% Reduce -36.4% 420 $275K
Allegiance Financial Group Advisory Services LLC 0.05% New 420 $275K
Granite Group Advisors, LLC 0.16% Reduce -76.2% 419 $275K
Wealthspan Partners, LLC 0.09% New 419 $275K
Kiley Juergens Wealth Management, LLC 0.04% New 418 $274K
Circle Wealth Management, LLC 0.00% New 418 $274K
Brown, Lisle/Cummings, Inc. 0.06% Add +195.7% 414 $272K
Fortis Group Advisors, LLC 0.04% Reduce -93.5% 414 $271K
Brookwood Investment Group LLC 0.03% New 413 $271K
Cascade Financial Partners, LLC 0.02% New 413 $271K
Liberty Wealth Management LLC 0.03% No change 704 $270K
Bayban 0.21% No change 410 $269K
Westover Capital Advisors, LLC 0.04% New 410 $269K
Barton Investment Management 0.04% New 410 $269K
SMART Wealth LLC 0.06% Reduce -24.6% 410 $269K
WealthCare Asset Management, LLC 0.11% New 408 $268K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% New 406 $266K
Verity Asset Management, Inc. 0.10% New 405 $266K
Bedel Financial Consulting, Inc. 0.03% New 405 $266K
Uptick Partners, LLC 0.04% New 404 $265K
Traction Financial Partners, LLC 0.14% New 403 $264K
Next Capital Management LLC 0.07% New 403 $264K
Continuum Wealth Advisors, LLC 0.09% New 402 $264K
Ellis Investment Partners, LLC 0.04% New 401 $263K
Cidel Asset Management Inc. 0.01% New 400 $262K
Ledgewood Wealth Advisors, LLC 0.14% New 400 $262K
Plan A Wealth LLC 0.11% New 400 $262K
Kohmann Bosshard Financial Services, LLC 0.02% New 400 $262K
SYM FINANCIAL Corp 0.02% New 400 $262K
LBMC Investment Advisors, LLC 0.01% New 400 $262K
Claret Asset Management Corp 0.03% New 400 $262K
Activest Wealth Management 0.05% Reduce -28.4% 399 $262K
Horizon Investments, LLC 0.00% Reduce -51.5% 399 $262K
Carolina Wealth Management Inc 0.12% — 398 $261K
Delta Investment Management, LLC 0.04% New 396 $260K
Fiduciary Financial Group, LLC 0.03% New 395 $259K
NovaPoint Capital, LLC 0.05% New 393 $258K
Hohimer Wealth Management, LLC 0.03% New 391 $256K
TPG Advisors LLC 0.14% New 390 $256K
Washington Trust Bank 0.02% New 389 $255K
Old Mission Investment Co LLC 0.05% New 388 $255K
Pacific Park Financial, Inc. 0.15% New 388 $254K
Unique Wealth Strategies, LLC 0.09% New 385 $253K
DecisionMap Wealth Management, LLC 0.14% New 382 $251K
WealthTrust Axiom LLC 0.06% New 380 $249K
Columbia Asset Management 0.04% New 380 $249K
Headlands Technologies LLC 0.03% New 380 $249K
Webster Bank, N. A. 0.02% Reduce -34.4% 378 $248K
Dedeker Financial LLC 0.14% New 375 $246K
Texas Yale Capital Corp. 0.01% New 375 $246K
Thrive Capital Management, LLC 0.05% Reduce -41.5% 375 $246K
Teamwork Financial Advisors, LLC 0.02% New 374 $245K
Global Trust Asset Management, LLC 0.08% Add +19.7% 371 $243K
High Net Worth Advisory Group LLC 0.05% New 371 $243K
Midwest Trust Co 0.00% New 371 $243K
Rockland Trust Co. 0.01% New 368 $241K
Plante Moran Financial Advisors, LLC 0.01% Add +439.7% 367 $241K
Kelly Financial Services LLC 0.05% New 366 $240K
Icon Wealth Advisors, LLC 0.01% New 364 $239K
Commonwealth Financial Services, LLC 0.03% New 363 $238K
Transamerica Financial Advisors, LLC 0.02% Add +0.3% 363 $238K
Invesco Ltd. 0.00% New 363 $238K
Root Financial Partners, LLC 0.01% Reduce -4.5% 361 $236K
Cordatus Wealth Management LLC 0.05% New 360 $236K
Lifeworks Advisors, LLC 0.02% New 359 $235K
Huntleigh Advisors, Inc. 0.03% New 359 $235K
Wealthgarden F.S. LLC 0.13% Reduce -57.1% 358 $235K
Noble Wealth Management PBC 0.11% Add +62.3% 357 $234K
Drake & Associates, LLC 0.04% New 355 $233K
Country Trust Bank 0.00% New 355 $233K
Vima LLC 0.23% — 355 $233K
Richard C. Young & CO., LTD. 0.02% New 354 $232K
Osprey Private Wealth LLC 0.06% New 352 $231K
Alliance Wealth Advisors, LLC 0.04% New 352 $231K
Boyce & Associates Wealth Consulting, Inc. 0.16% New 351 $230K
Harbor Group, Inc. 0.03% Reduce -34.5% 351 $230K
Pitti Group Wealth Management, LLC 0.17% New 350 $230K
1ST Source Bank 0.01% New 350 $230K
Montag A & Associates Inc. 0.01% Reduce -23.3% 350 $230K
North Star Investment Management Corp. 0.01% Reduce -42.1% 349 $229K
Professional Financial Advisors, LLC 0.04% New 349 $229K
Axxcess Wealth Management, LLC 0.00% New 349 $229K
Roman Butler Fullerton & Co. 0.05% New 390 $229K
Parsons Capital Management Inc. 0.01% New 348 $228K
Revisor Wealth Management LLC 0.05% New 347 $228K
Mindset Wealth Management, LLC 0.04% New 346 $227K
Powell Investment Advisors, LLC 0.07% Add +12.8% 345 $226K
Cordgrass Capital Advisors, LLC 0.08% Reduce -2.0% 343 $225K
All Terrain Financial Advisors, LLC 0.05% New 342 $224K
Presidio Capital Management, LLC 0.06% New 341 $224K
Albion Financial Group 0.01% Add +1600.0% 340 $223K
CVFG LLC 0.02% New 340 $223K
Newman Dignan & Sheerar, Inc. 0.04% New 340 $223K
Affinity Capital Advisors, LLC 0.03% New 368 $222K
HRC Wealth Management, LLC 0.09% New 338 $221K
Dickmeyer Boyce Financial Management, Inc. 0.11% New 337 $221K
Quadrant Private Wealth Management, LLC 0.05% New 336 $220K
Carlson Financial, Inc. 0.11% New 334 $220K
StoryOne LLC 0.10% New 334 $219K
Summitry LLC 0.01% New 334 $219K
First Horizon Corp. 0.01% Reduce -2.6% 334 $219K
ZEGA Investments, LLC 0.04% Reduce -17.4% 332 $218K
Purkiss Capital Advisors LLC 0.08% New 331 $217K
Goodman Advisory Group, LLC 0.05% Add +3.8% 330 $216K
Deutsche Bank AG 0.00% No change 330 $216K
Greykasell Wealth Strategies, Inc. 0.08% No change 328 $215K
Sei Investments Co. 0.00% New 328 $215K
Eubel Brady & Suttman Asset Management Inc. 0.03% New 328 $215K
ARS Wealth Advisors Group, LLC 0.02% New 327 $214K
BLB&B Advisors, LLC 0.01% New 325 $213K
LifeGoal Investments, LLC 0.10% New 325 $213K
Wescott Financial Advisory Group, LLC 0.02% New 323 $212K
Private Advisory Group LLC 0.01% New 322 $211K
Garner Asset Management Corp 0.07% New 322 $211K
Fortune Financial Advisors, LLC 0.09% New 321 $211K
Plan Group Financial, LLC 0.04% New 320 $210K
Strategic Financial Services, Inc. 0.01% New 320 $210K
Coppell Advisory Solutions LLC 0.02% New 187 $210K
Family Capital Management, Inc. 0.08% New 319 $209K
Fiduciary Family Office, LLC 0.05% New 319 $209K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% No change 317 $208K
GR Financial Group, LLC 0.03% New 315 $207K
Southland Equity Partners LLC 0.04% New 315 $207K
Arlington Trust Co LLC 0.02% Add +125.0% 315 $207K
Pinnacle Family Advisors, LLC 0.09% Reduce -57.1% 315 $207K
Thompson David Blair 0.10% New 314 $206K
Anchor Bay Capital, Inc. 0.11% — 361 $206K
Smith Salley Wealth Management 0.01% Reduce -61.7% 313 $205K
Gainline Financial Partners, LLC 0.19% — 313 $205K
Acorn Wealth Advisors, LLC 0.05% New 312 $205K
RPS Advisory Solutions LLC 0.13% New 311 $204K
Fairscale Capital, LLC 0.12% No change 311 $204K
Hobbs Group Advisors, LLC 0.05% New 310 $203K
JHP Wealth Management, LLC 0.17% New 309 $202K
Websterrogers Financial Advisors, LLC 0.05% New 308 $202K
Dravo Bay LLC 0.07% New 307 $201K
LPWM LLC 0.04% New 306 $201K
Moment Partners, LLC 0.04% New 305 $200K
BlueStem Wealth Partners, LLC 0.02% New 305 $200K
Investor's Fiduciary Advisor Network, LLC 0.07% New 306 $200K
Peak Retirement Planning, Inc. 0.03% New 303 $199K
XP Advisory US, Inc. 0.11% — 295 $193K
Friedenthal Financial 0.09% New 292 $192K
DecisionPoint Financial, LLC 0.03% New 300 $186K
Tucker Asset Management LLC 0.05% Add +34.3% 282 $185K
RMG Wealth Management LLC 0.02% No change 309 $181K
Battery Global Advisors, LLC 0.09% No change 273 $179K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -13.1% 265 $174K
Archer Investment Corp 0.03% Add +10.6% 262 $172K
REAP Financial Group, LLC 0.03% Add +4.0% 261 $171K
Silicon Valley Capital Partners 0.01% Add +127.4% 257 $168K
Rossmore Private Capital 0.01% No change 254 $167K
MCF Advisors LLC 0.01% Add +933.3% 248 $163K
Kilter Group LLC 0.06% No change 246 $161K
First Bancorp, Inc 0.06% New 244 $160K
EPG Wealth Management LLC 0.04% Add +4.3% 242 $159K
SWAN Capital LLC 0.05% Reduce -0.4% 236 $155K
CENTRAL TRUST Co 0.00% Add +14.2% 234 $153K
Hughes Financial Services, LLC 0.02% No change 228 $150K
Hilton Head Capital Partners, LLC 0.07% Reduce -21.7% 227 $149K
Cypress Capital Management LLC (WY) 0.13% Reduce -0.4% 226 $148K
UMB Bank, n.a. 0.00% No change 225 $148K
Robinswood Financial LLC 0.04% Reduce -10.5% 222 $146K
Ascentis Independent Advisors 0.39% Reduce -97.1% 221 $145K
Signature Resources Capital Management, LLC 0.06% No change 213 $140K
Davis Capital Management 0.08% Add +1.4% 210 $138K
Intesa Sanpaolo Wealth Management 0.03% Add +110.0% 210 $138K
Peterson Wealth Management 0.06% Add +59.2% 207 $136K
LOM Asset Management Ltd 0.03% No change 200 $131K
Avalon Trust Co 0.01% Reduce -50.0% 200 $131K
Kiker Wealth Management, LLC 0.05% Reduce -22.0% 195 $128K
Front Row Advisors LLC 0.04% Reduce -18.3% 223 $128K
Harbor Asset Planning, Inc. 0.10% No change 194 $128K
Bessemer Group Inc. 0.00% No change 194 $127K
Hantz Financial Services, Inc. 0.00% Add +3050.0% 189 $124K
Aventura Private Wealth, LLC 0.04% Add +530.0% 189 $124K
Key Capital Management, INC 0.06% No change 186 $122K
Breakwater Investment Management 0.04% No change 185 $121K
Salem Investment Counselors Inc. 0.00% Add +1.1% 177 $116K
GAMMA Investing LLC 0.00% Add +59.3% 172 $113K
Capital Investment Counsel, Inc 0.01% New 168 $110K
First Command Advisory Services, Inc. 0.00% Reduce -38.5% 168 $110K
SouthState Bank Corp 0.00% No change 161 $106K
Vanguard National Trust Co 0.01% No change 158 $104K
Halbert Hargrove Global Advisors, LLC 0.00% No change 149 $98K
Planning Strategies Inc. 0.06% — 142 $93K
Reyes Financial Architecture, Inc. 0.05% Reduce -46.2% 142 $93K
Hartford Financial Management Inc. 0.02% No change 137 $90K
Nemes Rush Group LLC 0.01% No change 136 $89K
Bogart Wealth, LLC 0.00% Reduce -0.8% 132 $87K
Private Wealth Asset Management, LLC 0.01% No change 130 $85K
Integrity Financial Corp 0.04% No change 129 $85K
Smithfield Trust Co 0.00% No change 125 $82K
Glassman Wealth Services 0.01% New 125 $82K
Oakmont Advisory Group, LLC 0.07% New 123 $80K
Hazlett, Burt & Watson, Inc. 0.02% Add +5.3% 120 $80K
Dunhill Financial, LLC 0.02% No change 116 $76K
FWL Investment Management, LLC 0.01% No change 116 $76K
TD Capital Management LLC 0.01% No change 110 $72K
Go Invest LLC 0.02% Add +9.1% 108 $71K
Fourth Dimension Wealth, LLC 0.02% New 108 $71K
CX Institutional 0.00% Add +2.0% 103 $68K
Clark Wealth Partners 0.04% No change 101 $66K
Forum Finance Group S.A. 0.02% No change 125 $66K
Avion Wealth 0.01% No change 102 $66K
CNB Bank 0.03% Reduce -41.9% 100 $66K
Hilltop National Bank 0.01% No change 100 $66K
Manchester Capital Management LLC 0.01% No change 100 $66K
Caldwell Trust Co 0.01% New 100 $66K
Colonial Trust Advisors 0.00% No change 100 $66K
Ameriflex Group, Inc. 0.03% New 99 $65K
NBT Bank, N.A. 0.00% Add +3.2% 98 $64K
Bullock Wealth Management Group 0.03% Reduce -52.8% 103 $64K
JFS Wealth Advisors, LLC 0.00% No change 95 $62K
Physician Wealth Advisors, Inc. 0.01% No change 94 $62K
Rossby Financial, LCC 0.01% Reduce -52.9% 90 $59K
Central Pacific Bank - Trust Division 0.01% No change 90 $59K
Trust Co. of Toledo NA 0.00% No change 90 $59K
Napier Financial, LLC 0.01% No change 87 $57K
Harbor Investment Advisory, LLC 0.00% No change 85 $56K
Orion Capital Management LLC 0.02% New 83 $54K
FAS Wealth Partners, Inc. 0.00% Add +10.7% 83 $54K
Advocate Investing Services LLC 0.04% Reduce -71.4% 80 $52K
PlanVest Financial, Inc 0.03% Add +14.5% 79 $52K
Rosenberg Matthew Hamilton 0.01% No change 79 $52K
Horizon Financial Services, LLC 0.02% No change 77 $51K
Crewe Advisors LLC 0.00% No change 75 $49K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 73 $48K
Roxbury Financial LLC 0.04% No change 73 $48K
Continuum Advisory, LLC 0.00% New 72 $47K
Realta Investment Advisors 0.01% Reduce -14.5% 71 $47K
Strengthening Families & Communities, LLC 0.01% Add +6.1% 70 $46K
Trust Co. of Vermont 0.00% — 70 $46K
JPL Wealth Management, LLC 0.01% New 65 $43K
Frazier Financial Advisors, LLC 0.02% No change 64 $42K
Ares Financial Consulting, LLC 0.03% No change 62 $41K
Mosley Wealth Management 0.01% No change 62 $41K
Purpose Unlimited Inc. 0.00% No change 59 $39K
Quest 10 Wealth Builders, Inc. 0.03% No change 60 $39K
Barrett & Company, Inc. 0.01% No change 60 $39K
GoalVest Advisory LLC 0.01% No change 60 $39K
Advisors Preferred, LLC 0.01% New 66 $39K
Darwin Wealth Management, LLC 0.01% No change 59 $39K
WealthCollab, LLC 0.01% New 58 $38K
Center for Financial Planning, Inc. 0.00% No change 56 $37K
DV Trading LLC 0.00% Reduce -95.1% 1,509 $35K
Brooklyn FI, LLC 0.01% New 60 $35K
Private Wealth Management Group, LLC 0.01% New 53 $35K
Asset Dedication, LLC 0.00% New 53 $35K
Hickory Point Bank & Trust 0.02% No change 53 $35K
BankPlus Trust Department 0.01% No change 52 $34K
JNBA Financial Advisors 0.00% No change 51 $33K
Timbuktu Capital Management, LLC 0.05% — 50 $33K
Kings Path Partners LLC 0.01% New 50 $33K
Luminist Capital LLC 0.04% New 49 $32K
Toth Financial Advisory Corp. 0.00% No change 48 $31K
MassMutual Private Wealth & Trust, FSB 0.00% New 45 $30K
Westfuller Advisors, LLC 0.01% No change 44 $29K
Bulwark Capital Corp 0.02% No change 43 $28K
First Pacific Financial 0.00% New 42 $28K
Whittier Trust Co. 0.00% Add +76.0% 44 $27K
Optiver Holding B.V. 0.00% Add +1233.3% 40 $26K
High Note Wealth, LLC 0.00% No change 40 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +263.6% 40 $26K
Union Savings Bank 0.01% New 40 $26K
Godsey & Gibb, Inc. 0.00% New 38 $25K
GHP Investment Advisors, Inc. 0.00% Add +37.0% 37 $24K
Main Street Group, LTD 0.01% No change 37 $24K
Johnson Financial Group, Inc. 0.00% No change 36 $24K
Aspect Partners, LLC 0.01% No change 36 $24K
YANKCOM Partnership 0.01% No change 36 $24K
Wealth Enhancement Trust Services, Inc. 0.00% No change 36 $24K
Allied Private Wealth LLC 0.01% — 39 $23K
Wellington-Altus USA Inc. 0.02% No change 60 $23K
MTM Investment Management, LLC 0.01% Add +41.7% 34 $22K
Gen-Wealth Partners Inc 0.01% No change 34 $22K
Beacon Investment Advisory Services, Inc. 0.00% Add +3.1% 33 $22K
1 North Wealth Services LLC 0.01% New 33 $22K
Tompkins Financial Corp. 0.00% No change 33 $22K
American National Bank & Trust 0.00% Reduce -50.0% 31 $20K
Investment Research & Advisory Group, Inc. 0.01% Reduce -91.1% 30 $20K
Cornerstone National Bank & Trust Co 0.01% No change 32 $20K
Rialto Wealth Management, LLC 0.00% New 30 $20K
New England Capital Financial Advisors LLC 0.00% No change 29 $19K
Glass Jacobson Investment Advisors llc 0.01% No change 28 $19K
Strategic Advocates LLC 0.07% No change 27 $18K
GGM Financial LLC 0.01% No change 27 $18K
Security National Bank of Sioux City Iowa 0.01% New 26 $17K
Keystone Financial Group, Inc. 0.01% No change 25 $16K
City State Bank 0.00% No change 25 $16K
Colonial Trust Co / SC 0.00% No change 25 $16K
Rothschild Investment LLC 0.00% No change 25 $16K
LGT Financial Advisors LLC 0.08% No change 24 $16K
Parkside Financial Bank & Trust 0.00% Add +91.7% 23 $15K
First Community Trust NA 0.01% No change 23 $15K
Ankerstar Wealth, LLC 0.01% New 20 $13K
Highland Investment Advisors LLC 0.01% — 20 $13K
Olistico Wealth, LLC 0.01% Reduce -41.9% 18 $12K
CVA Family Office, LLC 0.00% No change 18 $12K
TIAA Wealth Investment Management LLC 0.00% New 18 $11K
NorthAvenue LLC 0.01% New 17 $11K
Fairman Group, LLC 0.01% Add +60.0% 16 $10K
St Germain D J Co. Inc. 0.00% Reduce -40.7% 16 $10K
Centerpoint Advisors, LLC 0.00% New 15 $10K
Gould Capital, LLC 0.01% No change 15 $10K
Park Place Capital Corp 0.00% Add +200.0% 15 $10K
N.E.W. Advisory Services LLC 0.00% No change 15 $10K
Medallion Wealth Advisors, LLC 0.00% Add +7.1% 15 $10K
Logan Capital Management Inc. 0.00% — 14 $9K
RHL Group, LLC 0.01% New 14 $9K
Smallwood Wealth Investment Management, LLC 0.00% No change 13 $9K
Lodestone Wealth Management LLC 0.00% No change 12 $8K
Essential Partners LLC 0.00% No change 11 $7K
Collier Financial 0.00% No change 11 $7K
Berkshire Capital Holdings Inc. 0.00% No change 10 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 10 $7K
Pittenger & Anderson Inc. 0.00% No change 10 $7K
Vista Investment Partners LLC 0.00% New 9 $6K
Meramec Financial Planners, LLC 0.00% New 10 $5K
Financial Consulate, Inc. 0.00% No change 8 $5K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 8 $5K
VSM Wealth Advisory, LLC 0.00% No change 8 $5K
Ballast Advisors LLC 0.00% No change 8 $5K
Mechanics Financial Corp 0.00% New 6 $4K
Graney & King, LLC 0.00% No change 6 $4K
Cornerstone Planning Group LLC 0.00% Reduce -25.0% 6 $4K
Horrell Capital Management, Inc. 0.00% No change 5 $3K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% New 5 $3K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 5 $3K
Leo H. Evart, Inc. 0.00% No change 4 $3K
Obsidian Cio, LLC 0.00% Reduce -96.2% 4 $3K
Elevated Capital Advisors, LLC 0.00% No change 4 $3K
POM Investment Strategies, LLC 0.00% No change 3 $2K
Fortitude Family Office, LLC 0.00% No change 3 $2K
Bernard Wealth Management Corp. 0.00% No change 2 $1K
Gold Investment Management Ltd. 0.00% No change 2 $1K
Steigerwald, Gordon & Koch Inc. 0.00% No change 2 $1K
Quent Capital, LLC 0.00% No change 2 $1K
LM Advisors LLC 0.00% Add +163.6% 1,692 $1K
Caitlin John, LLC 0.00% No change 1 $661
Proathlete Wealth Management LLC 0.00% Reduce -90.9% 1 $657
Sunrise Financial Services, LLC 0.00% Reduce -50.0% 1 $656
PEAK6 LLC 0.00% Reduce -50.0% 1 $524
Atwood & Palmer Inc. 0.00% No change 1 $402

"% of holder's portfolio" is SMH's weight in each manager's 13F, not the share of Vaneck Semiconductor ETF the manager owns.