SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q1 2024 (March 31)
3,698holders
15famous investors
$522.01avg. 13F price*

At the end of Q1 2024, 3,698 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($31.6B), Goldman Sachs Group Inc. ($19.2B) and Morgan Stanley ($17.3B). 15 famous investors held it, including Joel Greenblatt (9.9% of Gotham Asset Management's portfolio), Israel Englander (2.3% of Millennium Management's portfolio) and Ray Dalio (1.9% of Bridgewater Associates's portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
SPDR S&P 500 ETF TR (Q1 2024)
CUSIP
78462F103
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,698Q1 2024Q2 2024: 3,759Q2 2024Q3 2024: 3,802Q3 2024Q4 2024: 4,235Q4 2024Q1 2025: 4,183Q1 2025Q2 2025: 4,239Q2 2025Q3 2025: 4,259Q3 2025Q4 2025: 4,638Q4 2025Q1 2026: 4,595Q1 2026Q2 2026: 4,663Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions148$3.0B
Exits136$6.0B

Ownership 3,698 holders

JPMorgan Chase & Co. 2.81% Add +16.3% 60,358,474 $31.6B
Goldman Sachs Group Inc. 4.04% Reduce -4.2% 36,656,463 $19.2B
Morgan Stanley 1.39% Reduce -1.9% 32,982,297 $17.3B
Bank of America Corp. 1.26% Add +4.8% 24,334,349 $12.7B
Susquehanna International Group, LLP 15.20% Add +60.9% 19,185,144 $10.0B
Royal Bank of Canada 1.86% Reduce -47.0% 14,539,707 $7.6B
Northern Trust Corp. 1.21% Reduce -1.2% 13,420,700 $7.0B
HRT Financial LP 38.35% Add +27.4% 11,918,608 $6.2B
Wells Fargo & Company 1.47% Reduce -16.3% 10,645,396 $5.6B
Bank of Montreal 1.56% Add +9.0% 9,301,435 $4.9B
UBS Group AG 1.46% Add +3.6% 8,477,932 $4.4B
LPL Financial LLC 2.29% Add +4.4% 8,138,006 $4.3B
TD Asset Management Inc 3.61% Reduce -27.2% 7,423,083 $3.9B
Northwestern Mutual Wealth Management Co. 3.39% Add +1.9% 6,304,175 $3.3B
Mizuho Securities USA LLC 77.88% Reduce -19.8% 6,087,641 $3.2B
Healthcare of Ontario Pension Plan Trust Fund 10.83% Add +0.7% 5,872,672 $3.1B
CTC LLC 49.97% Reduce -52.9% 5,790,423 $3.0B
Qube Research & Technologies Ltd 5.45% Add +2036.2% 5,765,136 $3.0B
Jane Street Group, LLC 3.59% Reduce -47.4% 5,290,362 $2.8B
Millennium Management 2.26% Reduce -18.1% 4,915,526 $2.6B
US Bancorp \de 3.39% Reduce -1.5% 4,656,226 $2.4B
PNC Financial Services Group, Inc. 1.59% Reduce -1.3% 4,368,933 $2.3B
Barclays PLC 0.96% Add +27.6% 4,061,479 $2.1B
FMR LLC 0.14% Add +0.7% 3,997,726 $2.1B
Cibc World Markets Corp. 12.64% Reduce -29.1% 3,683,959 $1.9B
Capula Management Ltd 63.55% Add +124.2% 3,589,939 $1.9B
Citadel Advisors 1.85% Reduce -35.4% 3,570,970 $1.9B
Truist Financial Corp. 2.81% Reduce -0.3% 3,547,803 $1.9B
Bank of New York Mellon Corp 0.35% Reduce -4.2% 3,496,845 $1.8B
Ameriprise Financial Inc. 0.49% Reduce -0.5% 3,361,129 $1.8B
Mackenzie Financial Corp. 2.40% Reduce -1.4% 3,175,506 $1.7B
State of Michigan Retirement System 8.83% Reduce -7.0% 3,141,840 $1.6B
Creative Planning 1.75% Reduce -1.3% 3,021,600 $1.6B
Cresset Asset Management, LLC 7.63% Add +12.3% 2,987,704 $1.6B
Envestnet Asset Management Inc. 0.55% Reduce -1.8% 2,791,953 $1.5B
Two Sigma Investments, LP 3.62% Reduce -3.6% 2,731,440 $1.4B
HSBC Holdings PLC 1.01% Reduce -2.6% 2,717,152 $1.4B
National Mutual Insurance Federation of Agricultural Cooperatives 14.47% No change 2,617,832 $1.4B
Raymond James & Associates 0.89% Reduce -15.7% 2,512,410 $1.3B
Silicon Valley Community Foundation 47.97% New 2,501,513 $1.3B
Pathstone Holdings, LLC 5.83% Reduce -1.5% 2,366,172 $1.2B
Schonfeld Strategic Advisors LLC 9.50% Reduce -39.5% 2,305,708 $1.2B
Rockefeller Capital Management L.P. 3.45% Add +5.6% 2,262,101 $1.2B
Canada Pension Plan Investment Board 1.23% Add +0.4% 2,237,000 $1.2B
Walleye Trading LLC 18.59% Add +280.1% 2,168,376 $1.1B
Lido Advisors, LLC 9.95% Add +2.4% 2,105,692 $1.1B
HighTower Advisors, LLC 1.71% Reduce -5.9% 2,015,966 $1.1B
Commonwealth Equity Services, LLC 1.64% Reduce -1.6% 1,889,412 $988.3M
Cerity Partners LLC 2.56% Reduce -76.9% 2,050,041 $968.0M
Raymond James Financial Services Advisors, Inc. 1.44% Add +4.0% 1,850,431 $967.9M
Maven Securities LTD 57.13% Add +288.8% 1,831,414 $958.0M
DRW Securities, LLC 54.46% Reduce -67.2% 1,825,986 $955.1M
Bank of Nova Scotia 1.91% Reduce -18.0% 1,791,378 $937.0M
Readystate Asset Management LP 50.29% Add +2068.3% 1,772,626 $927.2M
Bank Julius Baer & Co. Ltd, Zurich 3.35% Reduce -1.8% 1,670,446 $873.8M
Toronto Dominion Bank 1.35% Reduce -49.1% 1,642,405 $859.1M
State Street Corp. 0.04% Reduce -7.7% 1,601,729 $840.6M
Norinchukin Bank, The 24.48% Reduce -42.6% 1,563,696 $817.9M
Stifel Financial Corp. 0.92% Reduce -1.6% 1,542,843 $807.0M
Hudson Bay Capital Management LP 7.95% Add +104.8% 1,516,300 $793.1M
Board of Trustees of The Leland Stanford Junior University 68.32% Reduce -22.9% 1,493,591 $781.3M
Manufacturers Life Insurance Company, The 0.72% Reduce -1.6% 1,487,199 $778.0M
BlackRock Inc. 0.02% Add +11.5% 1,364,253 $713.6M
Analyst IMS Investment Management Services Ltd. 31.05% Add +6.9% 1,362,909 $712.9M
Quantitative Investment Management, LLC 39.08% New 1,268,316 $663.4M
Cetera Investment Advisers 1.56% Add +504.0% 1,264,316 $661.3M
Mariner, LLC 1.36% Reduce -2.3% 1,256,692 $657.3M
Gotham Asset Management 9.86% Add +25.9% 1,248,759 $653.2M
Trust Asset Management LLC 55.78% Reduce -0.3% 1,217,637 $636.9M
Citigroup Inc. 0.69% Add +29.9% 1,213,918 $635.0M
Verition Fund Management LLC 6.88% Reduce -54.5% 1,212,657 $634.3M
Swan Global Investments, LLC 30.76% Reduce -6.1% 1,194,533 $624.8M
Prudential Financial Inc. 0.88% Reduce -5.8% 1,193,904 $624.5M
Natixis 3.44% Reduce -51.8% 1,179,986 $617.2M
Nissay Asset Management Corp. /Japan 4.22% Reduce -1.6% 1,164,154 $608.9M
Hirtle & Co., LLC 29.49% Reduce -25.3% 1,131,343 $591.8M
Glenmede Trust Co. NA 2.96% Reduce -4.2% 1,128,912 $590.5M
Osaic Holdings, Inc. 1.30% Reduce -3.1% 1,115,119 $583.5M
QVR LLC 94.64% Add +337.6% 1,063,254 $556.2M
Wolverine Trading, LLC 5.57% Reduce -68.1% 1,047,189 $547.8M
Corient Private Wealth LP 0.97% Reduce -3.5% 1,041,173 $544.5M
Allianz Asset Management GmbH 0.88% Add +30.5% 996,846 $521.4M
Texas Treasury Safekeeping Trust Co. 16.61% Add +165.6% 989,605 $517.7M
Euclidean Capital LLC 65.36% Add +6.3% 974,641 $509.8M
Thrivent Financial for Lutherans 1.03% Add +36.5% 973,343 $509.1M
Provida Pension Fund Administrator 12.56% Add +28.4% 966,890 $506.2M
BBR Partners, LLC 39.82% Add +3.2% 950,313 $497.1M
Swiss Re Ltd. 99.79% — 950,000 $496.9M
Common Fund for Nonprofit Organizations 83.28% Add +9.1% 1,124,236 $490.5M
Valeo Financial Advisors, LLC 17.46% Add +5.0% 993,539 $486.9M
Clal Insurance Enterprises Holdings Ltd 5.40% Add +112.7% 913,018 $478.8M
Charles Schwab Investment Management Inc. 0.11% Add +15.5% 908,831 $475.4M
Sanders Capital, LLC 0.79% Add +111.0% 907,110 $474.5M
National Bank of Canada 0.82% Reduce -56.1% 911,113 $474.5M
CHURCHILL MANAGEMENT Corp 5.81% Add +47.2% 889,759 $465.4M
BNP Paribas Financial Markets 0.58% Reduce -15.6% 883,090 $461.9M
Captrust Financial Advisors 1.69% Reduce -8.0% 880,956 $460.8M
Circle Wealth Management, LLC 10.94% Add +2.6% 840,852 $439.8M
Members Trust Co 13.06% Reduce -10.1% 837,386 $438.0M
SG Americas Securities, LLC 2.23% Add +195.2% 817,092 $427.4M
Jefferies Financial Group Inc. 9.17% Reduce -70.8% 798,258 $417.5M
Greenfield FTC, Inc. 90.71% Add +16.1% 791,252 $413.9M
Alliancebernstein L.P. 0.15% Reduce -32.0% 788,822 $412.6M
Blair William & Co. 1.21% Add +0.4% 734,315 $384.1M
Cohen Klingenstein LLC 14.11% Reduce -0.7% 724,866 $379.2M
Journey Strategic Wealth LLC 16.68% Add +19.3% 720,663 $377.0M
Bridgewater Associates 1.89% Reduce -13.2% 714,394 $373.7M
MAI Capital Management 3.86% Add +16.6% 707,356 $370.0M
NorthRock Partners, LLC 13.89% Add +1.5% 689,337 $361.7M
Belvedere Trading LLC 25.53% Reduce -38.7% 682,207 $356.8M
JANA Partners Management, LP 19.46% Add +22.9% 680,733 $356.1M
Pure Financial Advisors, LLC 11.02% Add +7.2% 673,067 $352.1M
Meitav Investment House Ltd. 6.81% Add +14.8% 664,652 $347.7M
Mercer Global Advisors Inc. 0.99% Reduce -42.7% 664,340 $347.7M
M&T Bank Corp 1.21% Reduce -5.4% 662,516 $346.6M
Apexium Financial, LP 26.22% Reduce -0.9% 661,020 $345.8M
Sun Life Financial Inc. 21.55% Reduce -63.9% 655,039 $342.6M
AMG National Trust Bank 9.93% Reduce -0.5% 650,004 $340.0M
Deutsche Bank AG 0.16% Add +1.6% 649,866 $339.9M
Tower Research Capital LLC (TRC) 8.17% Reduce -11.1% 648,577 $339.3M
Howard Hughes Medical Institute 98.61% No change 627,563 $328.3M
AIA Group Ltd 10.64% Add +48.1% 622,910 $325.8M
Pine Ridge Advisers LLC 37.63% Add +8.2% 615,318 $321.9M
Passaic Partners LLC 45.94% Reduce -0.5% 609,239 $318.7M
MML Investors Services, LLC 1.30% Add +1.1% 603,561 $315.7M
Wealthspire Advisors, LLC 4.21% Reduce -1.4% 602,968 $315.4M
Janney Montgomery Scott LLC 0.94% Add +11.8% 601,857 $314.8M
CANADA LIFE ASSURANCE Co 0.62% Reduce -4.5% 586,550 $307.5M
Fifth Third Bancorp 1.20% Reduce -3.5% 587,815 $307.5M
Cambridge Investment Research Advisors, Inc. 1.17% Reduce -6.5% 579,301 $303.0M
Granger Management LLC 60.48% Add +69.3% 577,272 $302.9M
Baird Financial Group, Inc. 0.63% Reduce -1.5% 569,868 $298.1M
Lombard Odier Asset Management (USA) Corp 43.07% Reduce -2.5% 557,166 $291.4M
Mirae Asset Global Investments Co., Ltd. 0.64% Reduce -2.5% 556,853 $291.3M
Ieq Capital, LLC 4.16% Add +5.7% 552,922 $289.2M
Private Advisor Group, LLC 2.05% Reduce -8.5% 546,171 $285.7M
Daido Life Insurance Co. 30.05% No change 544,324 $284.7M
Comerica Bank 1.23% Reduce -2.6% 543,389 $284.2M
Franklin Resources Inc. 0.09% Add +4.0% 539,550 $282.2M
BIP Wealth, LLC 20.62% Reduce -5.3% 539,038 $282.0M
Brown Advisory Inc. 0.36% Reduce -0.7% 520,864 $272.4M
XR Securities LLC 78.20% Add +6.0% 511,690 $267.6M
Millburn Ridgefield LLC 7.40% No change 510,691 $267.1M
Catalyst Capital Advisors LLC 6.43% No change 510,691 $267.1M
Hackensack Meridian Health, Inc. 35.58% No change 506,000 $264.7M
Soundwatch Capital LLC 50.72% Add +438.7% 498,310 $260.2M
Concentric Capital Strategies, LP 16.65% Add +129.5% 716,000 $259.2M
Itau Unibanco Holding S.A. 11.04% Reduce -6.2% 492,559 $257.6M
Alaska Permanent Capital Management, LLC 19.64% Reduce -9.1% 482,169 $252.4M
AlTi Global, Inc. 6.96% Reduce -5.7% 476,572 $250.0M
GTS Securities LLC 6.58% Add +32.5% 464,561 $243.1M
Trustees of Dartmouth College 47.80% Add +23.6% 461,000 $241.1M
Main Management Fund Advisors LLC 48.68% Add +16.0% 457,800 $239.5M
Whittier Trust Co. 3.46% Reduce -1.6% 454,166 $237.6M
Kestra Advisory Services, LLC 1.58% Add +17.4% 451,305 $236.1M
Davis R M Inc. 4.91% Add +6.7% 448,458 $234.6M
Jones Financial Companies LLLP 0.32% Add +1.2% 443,500 $232.0M
Pentwater Capital Management LP 3.73% Add +147.9% 432,379 $226.2M
Avanda Investment Management Pte. Ltd. 29.47% Reduce -16.0% 420,000 $219.7M
Man Group plc 0.60% Reduce -50.6% 415,617 $217.4M
Capstone Investment Advisors, LLC 7.51% Reduce -85.0% 415,118 $217.1M
Foster Dykema Cabot & Partners, LLC 20.14% Reduce -2.4% 412,265 $216.3M
DT Investment Partners, LLC 21.58% Reduce -0.5% 407,950 $213.4M
Walleye Capital LLC 2.54% Reduce -51.8% 406,932 $212.9M
GR Financial Group, LLC 49.17% Reduce -16.0% 405,813 $212.3M
Sand Hill Global Advisors, LLC 10.01% Reduce -4.6% 403,551 $211.1M
Shulman DeMeo Asset Management LLC 55.88% Reduce -0.5% 403,312 $211.0M
Amundi 0.09% Add +6.9% 415,440 $207.5M
MetLife Investment Management, LLC 1.39% Add +185.8% 396,200 $207.2M
NewEdge Advisors, LLC 1.78% Reduce -0.4% 389,596 $203.8M
Mariner Investment Group LLC 63.77% Reduce -38.9% 389,332 $203.6M
EP Wealth Advisors, LLC 2.33% Add +4.8% 381,691 $199.7M
CI Investments Inc. 0.78% Add +158.6% 376,507 $196.9M
Connable Office Inc. 22.23% Add +5.1% 375,140 $196.2M
Marshall Wace, LLP 0.33% Reduce -8.0% 374,662 $196.0M
Dow Chemical Co. 30.68% Reduce -12.7% 374,190 $195.7M
Berkshire Money Management, Inc. 23.56% Add +8.1% 373,201 $195.2M
InterOcean Capital Group, LLC 4.64% Reduce -0.9% 371,684 $194.4M
TD Private Client Wealth LLC 6.38% Reduce -1.0% 371,411 $194.3M
Brookstone Capital Management 3.47% Reduce -0.8% 371,264 $194.2M
Prime Capital Investment Advisors, LLC 2.68% Reduce -8.3% 366,594 $191.8M
Wealth Enhancement Advisory Services, LLC 0.49% Add +3.2% 364,949 $190.9M
Jacobi Capital Management LLC 17.24% Add +4.6% 356,628 $186.5M
Juniper Hill Capital Management LP 48.19% No change 345,637 $180.8M
Stratos Wealth Partners, LTD. 3.00% Reduce -5.7% 342,172 $179.0M
Wolverine Asset Management LLC 15.74% Reduce -79.5% 341,745 $178.8M
First Hawaiian Bank 5.53% Add +0.2% 338,921 $177.3M
TD Waterhouse Canada Inc. 1.32% Add +10.2% 300,729 $176.2M
Turim 21 Investimentos Ltda. 44.41% Add +49.3% 333,843 $174.6M
Tiaa Trust, National Association 0.53% Reduce -0.9% 332,013 $173.7M
Hollencrest Capital Management 7.94% Add +4.4% 331,219 $173.3M
Avantax Advisory Services, Inc. 1.52% Add +10.7% 327,058 $171.1M
Retirement Systems of Alabama 0.65% Reduce -2.4% 321,135 $168.0M
Miller Investment Management, LP 21.43% Add +0.9% 320,672 $167.7M
PBCay One RSC Ltd 28.62% Add +5.2% 320,100 $167.4M
HB Wealth Management, LLC 2.09% Add +1.3% 317,148 $165.9M
Peavine Capital, LLC 41.64% Reduce -8.6% 315,320 $164.9M
Sageworth Trust Co 10.57% Reduce -0.2% 313,356 $163.9M
Taiyo Life Insurance Co. 12.80% No change 304,200 $159.1M
Alaska Wealth Advisors, LLC 23.93% Reduce -5.6% 302,689 $158.3M
Pinnacle Financial Partners Inc 3.40% Reduce -0.5% 300,362 $157.1M
University of Illinois Foundation 57.57% No change 296,788 $155.7M
Mutual Advisors, LLC 4.99% Add +1.4% 296,876 $155.3M
FineMark National Bank & Trust 5.71% Add +1.8% 293,839 $153.7M
White Mountains Insurance Group Ltd. 24.56% No change 289,846 $151.6M
Metropolitan Life Insurance Co 6.57% Add +6.2% 288,599 $151.0M
CVS HEALTH Corp 71.12% No change 287,891 $150.6M
New York Life Insurance Co. 41.70% No change 281,763 $147.4M
Two Sigma Advisers, LP 0.34% Reduce -38.7% 280,103 $146.5M
Minot Capital, LP 25.74% No change 278,630 $145.7M
Geller Advisors LLC 11.78% Reduce -1.0% 276,792 $145.2M
Financiere des Professionnels - Fonds d'investissement inc. 11.63% Reduce -15.8% 275,606 $144.2M
Cwm, LLC 0.70% Reduce -11.2% 274,572 $143.6M
JMG Financial Group, Ltd. 5.41% Reduce -2.3% 271,221 $141.9M
Keybank National Association 0.58% Reduce -4.1% 269,152 $140.8M
Envestnet Portfolio Solutions, Inc. 0.53% Add +19.5% 267,733 $140.0M
Beacon Capital Management, LLC 28.69% Add +11.2% 267,565 $140.0M
Alberta Investment Management Corp 1.48% Reduce -87.9% 267,018 $139.7M
Simon Quick Advisors, LLC 10.45% Add +2.2% 266,578 $139.4M
Jordan Park Group LLC 8.81% Add +6.5% 264,921 $138.6M
Conservest Capital Advisors, Inc. 13.96% Reduce -1.6% 261,607 $136.8M
Guggenheim Capital LLC 0.97% Add +79.5% 261,501 $136.8M
Atria Wealth Solutions, Inc. 1.54% Add +8.2% 259,820 $136.1M
Teramo Advisors, LLC 68.01% No change 260,000 $136.0M
State of Wyoming 22.32% Add +13.9% 256,290 $134.1M
Cibc World Market Inc. 0.34% Reduce -12.6% 255,721 $133.8M
Synovus Financial Corp. 1.73% Reduce -8.4% 255,179 $133.5M
Vontobel Holding Ltd. 1.06% Add +0.4% 254,407 $133.1M
Stadion Money Management, LLC 8.61% Reduce -6.3% 253,639 $132.7M
SCS Capital Management LLC 2.81% Add +180.6% 251,648 $132.0M
Main Management LLC 11.09% Reduce -0.3% 248,385 $129.9M
Gould Asset Management LLC 31.33% Reduce -0.5% 247,607 $129.5M
Bessemer Group Inc. 0.23% Reduce -40.8% 246,936 $129.2M
Edge Capital Group, LLC 6.41% Add +1.7% 246,461 $128.9M
Commerce Bank 0.85% Reduce -0.1% 246,084 $128.7M
Easterly Investment Partners LLC 9.80% Add +197556.5% 245,094 $128.2M
Evolution Wealth Advisors, LLC 24.37% Add +50.6% 243,223 $127.2M
ING Groep NV 0.87% No change 242,084 $126.6M
Whittier Trust Co. of Nevada Inc. 3.59% Add +3.3% 239,090 $125.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 10.86% Reduce -7.9% 238,082 $124.9M
Alesco Advisors, LLC, An ESL Co 4.02% Reduce -0.8% 233,879 $122.3M
Tudor Investment Corporation 1.49% Add +77.4% 232,506 $121.6M
West Financial Advisors, LLC 25.93% Add +0.3% 231,051 $120.9M
Banco Bilbao Vizcaya Argentaria, S.A. 1.38% Reduce -23.2% 230,308 $120.0M
Wellington Management Group LLP 0.02% Reduce -51.6% 229,267 $119.9M
Whitford Management LLC 67.51% Add +0.0% 229,218 $119.9M
Blue Bell Private Wealth Management, LLC 25.71% Add +1.9% 229,093 $119.8M
CIBC Private Wealth Group LLC 0.23% Reduce -34.4% 227,928 $119.0M
WASHINGTON TRUST Co 4.29% Reduce -1.8% 223,351 $116.8M
Hills Bank & Trust Co 9.90% Add +0.1% 223,077 $116.7M
Neuberger Berman Group LLC 0.10% Reduce -7.6% 222,207 $116.2M
Ballentine Partners, LLC 2.20% Reduce -1.1% 221,289 $115.7M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -74.5% 219,528 $114.8M
Focus Partners Wealth 0.93% Add +159.3% 219,520 $114.8M
Lake Street Advisors Group, LLC 5.33% Add +2.5% 216,851 $113.8M
Bank of Hawaii 5.50% Reduce -0.5% 215,889 $112.9M
Perella Weinberg Partners Capital Management LP 11.37% Reduce -15.1% 215,789 $112.9M
Pacific Capital Wealth Advisors, Inc. 26.52% Add +0.0% 215,350 $112.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 10.83% Reduce -53.7% 214,978 $112.4M
Welch Capital Partners LLC 27.93% Reduce -0.0% 214,625 $112.3M
Saudi Central Bank 11.54% No change 210,000 $110.2M
Peapack Gladstone Financial Corp. 1.72% Add +0.7% 210,065 $109.9M
Equitable Holdings, Inc. 1.24% Reduce -6.0% 209,634 $109.7M
Manchester Capital Management LLC 13.47% Reduce -0.9% 208,821 $109.2M
Weiss Asset Management LP 6.46% Add +520.9% 208,787 $109.2M
Bailard, Inc. 3.00% Add +0.1% 207,636 $108.6M
Southern Farm Bureau Life Insurance 17.91% Reduce -12.5% 206,768 $108.2M
Greenwich Wealth Management LLC 8.60% Add +0.2% 206,306 $107.9M
Benin Management CORP 34.09% Reduce -1.5% 206,103 $107.8M
Little Harbor Advisors, LLC 71.97% Add +1.2% 205,485 $107.5M
Spectrum Wealth Counsel, LLC 13.07% Add +4.5% 204,166 $106.8M
Csenge Advisory Group 5.98% Add +1.7% 204,115 $106.8M
First Horizon Advisors, Inc. 3.26% Reduce -0.6% 201,713 $105.5M
Spider Management Company, LLC 38.84% Add +5.5% 201,635 $105.5M
Iridian Asset Management LLC 20.53% No change 200,000 $104.6M
Steward Partners Investment Advisory, LLC 1.15% Add +0.8% 199,912 $104.6M
Stock Yards Bank & Trust Co. 3.46% Add +0.1% 199,789 $104.5M
Shepherd Financial Partners LLC 13.64% Add +0.9% 199,265 $104.2M
Pinnacle Associates Ltd. 1.63% Reduce -1.7% 197,669 $103.4M
Foundations Investment Advisors, LLC 2.71% Add +6.3% 197,547 $103.3M
National Philanthropic Trust 2.23% Reduce -1.7% 195,507 $102.3M
Naman Capital Ltda 39.66% New 204,390 $101.7M
Beacon Pointe Advisors, LLC 1.13% Reduce -13.1% 194,080 $101.5M
Cullen/Frost Bankers, Inc. 1.50% Reduce -4.4% 193,744 $101.3M
MBL Wealth, LLC 11.53% Add +4.2% 193,642 $101.3M
Diversified Trust Co. 3.00% Add +2.6% 190,413 $99.6M
Stephens Inc. 1.54% Reduce -12.1% 190,352 $99.6M
B&D White Capital Company, LLC 22.09% Add +1496.8% 190,089 $99.4M
Old National Bancorp 2.36% Reduce -4.3% 189,929 $99.3M
Akuna Securities LLC 76.30% Reduce -49.1% 188,905 $98.8M
Allstate Corp. 6.96% Add +1.3% 187,352 $98.0M
FFT Wealth Management LLC 8.39% Reduce -0.3% 186,329 $97.5M
New England Asset Management Inc. 15.60% Reduce -1.6% 184,370 $96.4M
Simplicity Wealth,LLC 2.28% Add +14115.2% 188,351 $95.8M
Fifth Third Wealth Advisors LLC 14.76% Add +512.6% 181,092 $94.7M
CV Advisors LLC 56.86% Add +9.7% 180,714 $94.5M
Montag A & Associates Inc. 4.73% Add +0.8% 180,056 $94.5M
Texas Permanent School Fund Corp. 0.74% Add +18.1% 180,211 $94.3M
CSM Advisors, LLC 6.18% Reduce -4.3% 179,028 $93.6M
Wealthcare Advisory Partners LLC 3.05% Add +93.9% 177,786 $93.0M
Brown Brothers Harriman & Co. 0.71% Add +0.9% 175,903 $92.0M
Citizens Financial Group Inc. 3.07% Reduce -0.3% 175,685 $91.9M
Stairway Partners, LLC 7.38% Reduce -3.1% 174,709 $91.4M
Banco Santander, S.A. 1.10% Reduce -24.9% 174,658 $91.4M
Ritholtz Wealth Management 3.15% Add +2.8% 174,584 $91.3M
Eastern Bank 3.75% Reduce -8.4% 172,234 $90.1M
Dimension Capital Management LLC 17.88% Add +1.2% 171,441 $89.7M
1ST Source Bank 5.21% Add +5.1% 171,423 $89.7M
Northeast Financial Consultants Inc 4.35% Reduce -4.8% 169,545 $88.7M
TLWM 19.67% Reduce -3.5% 169,496 $88.7M
Strategic Point Investment Advisors, LLC 16.09% Reduce -0.9% 169,436 $88.6M
Bradley Foster & Sargent Inc. 1.59% Add +2.6% 168,936 $88.4M
MCF Advisors LLC 6.83% Reduce -2.1% 168,313 $88.2M
Bleakley Financial Group, LLC 2.55% Reduce -0.8% 168,170 $88.0M
Webster Bank, N. A. 9.82% Reduce -2.5% 167,850 $87.8M
Allworth Financial LP 0.62% Reduce -3.2% 167,604 $87.7M
D. E. Shaw & Co. 0.12% Reduce -65.9% 166,854 $87.3M
Robertson Stephens Wealth Management, LLC 4.77% Add +3.1% 165,876 $87.0M
Old Mission Capital LLC 2.13% New 166,171 $86.9M
Conning Inc. 2.93% Reduce -0.6% 164,317 $85.9M
Boothbay Fund Management, LLC 2.68% Add +153.2% 163,549 $85.5M
AE Wealth Management LLC 0.96% Reduce -72.1% 162,883 $85.2M
Silicon Valley Capital Partners 12.68% Reduce -6.2% 162,471 $85.0M
Concurrent Investment Advisors, LLC 3.43% Reduce -4.7% 161,388 $84.4M
Fort Point Capital Partners LLC 11.33% Reduce -0.7% 159,819 $83.6M
Scotia Capital Inc. 0.50% Reduce -3.4% 159,531 $83.4M
Freestone Capital Holdings, LLC 3.11% Add +5.6% 159,403 $83.4M
Park Avenue Securities LLC 1.08% Reduce -2.6% 159,195 $83.3M
Credit Suisse AG/ 0.08% Reduce -68.7% 158,437 $82.9M
Certuity, LLC 7.34% Add +0.1% 158,351 $82.8M
NewEdge Wealth, LLC 1.84% Add +6.1% 162,532 $82.1M
NSI Retail Advisors, LLC 12.31% Reduce -2.8% 156,840 $82.0M
Pine Valley Investments Ltd Liability Co 6.39% Add +3.9% 156,319 $82.0M
Marest Capital, LLC 75.20% Add +2.7% 156,022 $81.6M
Gainplan LLC 39.45% Add +8.3% 155,942 $81.6M
Howard Capital Management Group, LLC 6.27% Reduce -1.3% 155,604 $81.4M
CIBC Asset Management Inc 0.28% Reduce -49.0% 154,858 $81.0M
Tucker Asset Management LLC 18.67% Add +5.7% 154,581 $80.9M
GenTrust, LLC 4.97% Add +5.0% 153,785 $80.7M
MSA Advisors, LLC 24.10% Reduce -1.7% 153,403 $80.5M
Garda Capital Partners LP 37.48% Add +134.8% 153,174 $80.1M
St. Louis Trust Co 12.49% Add +5.2% 152,822 $79.9M
Caas Capital Management LP 33.93% Add +1421.7% 152,172 $79.6M
Glenview Trust Co 1.69% Add +0.1% 150,796 $78.9M
Oliver Lagore Vanvalin Investment Group 23.39% Reduce -9.7% 148,845 $77.9M
RBF Capital, LLC 4.30% No change 146,300 $76.5M
CoreCap Advisors, LLC 4.05% Add +81.0% 146,061 $76.4M
Petrus Trust Company, LTA 6.90% Add +0.8% 145,864 $76.3M
Moneta Group Investment Advisors LLC 1.24% Add +10.7% 145,073 $75.9M
Urban Financial Advisory Corp 46.39% Reduce -0.7% 144,461 $75.6M
Sequoia Financial Advisors, LLC 0.94% Reduce -3.4% 144,375 $75.5M
Credit Agricole S A 1.29% Reduce -53.4% 150,886 $75.4M
M Holdings Securities, Inc. 12.65% Reduce -6.7% 143,847 $75.2M
Lincoln National Corp. 1.17% Add +1.1% 143,784 $75.2M
Modern Wealth Management, LLC 6.97% Add +5.1% 143,569 $75.1M
Jabodon PT Co. 52.73% No change 141,546 $74.0M
Mesirow Financial Investment Management, Inc. 1.68% Add +5.2% 141,016 $73.8M
USA Financial Formulas 11.93% Add +3.7% 140,710 $73.6M
Pacific Wealth Management 41.88% No change 154,447 $73.4M
Mizuho Markets Americas LLC 2.00% Reduce -22.3% 140,299 $73.4M
Atria Investments, Inc 1.01% Reduce -19.3% 140,237 $73.4M
Eos Management, L.P. 30.48% No change 140,198 $73.3M
U.S. Capital Wealth Advisors, LLC 2.85% Add +0.1% 139,419 $72.9M
Cornerstone Wealth Group, LLC 6.72% Add +0.1% 139,011 $72.7M
Integrated Wealth Concepts LLC 1.05% Add +3.6% 138,633 $72.5M
Keystone Financial Group 10.60% Add +3.6% 138,467 $72.4M
Atticus Wealth Management, LLC 23.58% Add +5.0% 137,827 $72.1M
Barings LLC 1.83% Reduce -12.7% 137,809 $72.1M
One River Asset Management, LLC 22.58% Add +85.6% 137,382 $71.9M
Evercore Wealth Management, LLC 1.12% Reduce -7.1% 136,576 $71.4M
Brandywine Trust Co. 12.06% Add +3.8% 135,968 $71.1M
Financial Advocates Investment Management 4.12% Add +43.1% 135,896 $71.1M
Portland Global Advisors LLC 9.69% Reduce -3.0% 135,874 $71.1M
Lowe Wealth Advisors, LLC 33.07% Reduce -0.7% 135,764 $71.0M
Integrated Advisors Network LLC 3.63% Add +17.2% 135,592 $70.9M
Point72 Asset Management 0.21% Reduce -76.0% 135,265 $70.8M
First National Trust Co 2.81% Reduce -3.4% 132,207 $69.2M
Bokf, NA 1.25% Reduce -11.2% 130,960 $68.4M
Performa Ltd (US), LLC 29.98% Reduce -29.9% 130,267 $68.1M
SpiderRock Advisors, LLC 2.21% — 132,680 $68.0M
Arvest Trust Co. N A 3.85% Reduce -4.6% 129,511 $67.7M
Curi Capital, LLC 1.58% Add +11.5% 129,244 $67.6M
PPSC Investment Service Corp 10.32% Add +7.2% 277,100 $67.6M
Ramsey Quantitative Systems 84.64% Reduce -1.5% 128,690 $67.3M
Evoke Wealth, LLC 2.00% New 128,018 $67.2M
Institute for Wealth Management, LLC. 8.70% Add +621.9% 128,298 $67.1M
Edgestream Partners, L.P. 3.33% Add +46.4% 127,622 $66.8M
SVB Wealth LLC 1.48% Reduce -31.4% 127,190 $66.5M
Edmond DE Rothschild Holding S.A. 1.12% Reduce -13.9% 124,791 $66.2M
Diversify Advisory Services, LLC 3.89% — 126,383 $66.0M
Klingman & Associates, LLC 4.71% Reduce -0.5% 125,206 $65.5M
Capital Advisors, Ltd. LLC 8.53% Add +0.8% 125,073 $65.4M
Lavaca Capital LLC 39.88% Reduce -8.9% 125,061 $65.4M
Orion Porfolio Solutions, LLC 0.70% Reduce -4.7% 124,439 $65.1M
Orion Portfolio Solutions, LLC 0.70% Reduce -4.7% 124,439 $65.1M
V2 Financial group LLC 43.83% Reduce -4.4% 122,814 $64.2M
TCW Group Inc. 0.65% Add +0.3% 122,670 $64.2M
Fiera Capital Corp 0.19% Reduce -12.5% 122,402 $64.0M
FIL Ltd 0.06% Add +0.3% 122,261 $64.0M
Financial Advisory Group 11.28% Reduce -3.2% 122,238 $63.9M
SlateStone Wealth, LLC 6.40% Reduce -3.4% 121,823 $63.7M
Mill Creek Capital Advisors, LLC 1.73% Reduce -3.1% 121,758 $63.7M
Total Investment Management Inc. 7.97% Reduce -2.4% 121,193 $63.4M
Johnson Investment Counsel Inc. 0.69% Add +5.1% 120,727 $63.1M
Dynasty Wealth Management, LLC 1.98% — 118,864 $62.2M
Kennicott Capital Management LLC 27.33% Reduce -0.2% 118,100 $61.8M
Capasso Planning Partners LLC 25.58% Add +16.4% 118,055 $61.8M
Westshore Wealth, LLC 25.66% Add +1.0% 117,685 $61.6M
Keel Point, LLC 6.36% Reduce -16.0% 117,525 $61.5M
First Western Trust Bank 2.80% Reduce -0.4% 117,460 $61.4M
Waverly Advisors, LLC 1.45% Add +142.9% 117,449 $61.4M
Berkeley Capital Partners, LLC 18.64% Reduce -1.6% 116,906 $61.2M
Chevy Chase Trust Holdings, LLC 0.20% Add +0.7% 116,893 $61.1M
Polar Asset Management Partners Inc. 2.16% Add +1080.6% 115,700 $60.5M
Torque Asset Management LLC 31.54% New 115,549 $60.4M
Global Retirement Partners, LLC 2.25% Add +6.2% 115,096 $60.2M
Consolidated Investment Group LLC 9.74% No change 115,070 $60.2M
Busey Bank 2.13% Add +5.0% 114,960 $60.1M
Hobart Private Capital, LLC 18.19% Reduce -8.8% 114,017 $59.6M
Strategic Wealth Partners Group, LLC 6.56% Reduce -0.6% 113,297 $59.4M
Wealthfront Advisers LLC 0.21% Add +43.7% 113,082 $59.1M
Financial Counselors Inc. 0.99% Reduce -28.9% 112,887 $59.0M
Sandy Spring Bank 2.68% Reduce -0.2% 112,505 $58.8M
Bank Hapoalim BM 7.93% Reduce -51.5% 112,367 $58.8M
Flow Traders U.S. LLC 3.14% Reduce -91.2% 112,218 $58.7M
LGL Partners, LLC 9.79% Reduce -0.0% 111,738 $58.4M
Partners Capital Investment Group, LLP 1.75% Reduce -50.7% 111,734 $58.4M
DeepCurrents Investment Group LLC 53.35% Add +41.9% 111,704 $58.4M
Allen Investment Management, LLC 0.73% Add +6.3% 111,407 $58.3M
Proffitt & Goodson Inc. 10.34% Reduce -4.0% 111,322 $58.2M
Venture Visionary Partners LLC 2.76% Reduce -0.3% 111,302 $58.2M
Marex Group Ltd 1.89% Reduce -34.9% 110,900 $58.0M
Activest Wealth Management 27.91% Add +2.4% 110,781 $57.9M
Capital Advisors Inc. 1.23% Reduce -69.4% 109,345 $57.2M
Kentucky Farm Bureau Mutual Insurance Co 13.47% No change 109,000 $57.0M
Connectus Wealth, LLC 1.55% Reduce -77.8% 108,346 $56.8M
Joel Isaacson & Co., LLC 3.11% Add +2.1% 108,349 $56.7M
Becker Capital Management Inc. 1.95% Add +5.7% 107,980 $56.7M
Heritage Wealth Advisors 2.57% Add +1.3% 107,589 $56.3M
Geneos Wealth Management Inc. 2.55% Reduce -9.0% 106,630 $55.8M
Industrial Alliance Investment Management Inc. 39.87% Reduce -3.1% 105,882 $55.4M
State of Wisconsin Investment Board 0.15% Reduce -2.9% 105,511 $55.2M
Summit Securities Group LLC 25.23% Add +112.8% 105,148 $55.0M
Legacy Wealth Management, LLC / MS 24.75% Reduce -0.7% 104,974 $54.9M
Beacon Bank & Trust 13.61% Reduce -2.2% 104,731 $54.8M
Granby Capital Management, LLC 26.69% Add +90.0% 104,500 $54.7M
Allspring Global Investments Holdings, LLC 0.09% Reduce -26.6% 104,454 $54.6M
Wallace Hart LLC 45.61% — 104,408 $54.6M
Westwood Holdings Group Inc. 0.43% Add +548.2% 104,237 $54.5M
Graypoint LLC 3.94% Reduce -2.4% 104,089 $54.4M
IFG Advisors, LLC 14.05% Add +12.3% 103,791 $54.3M
Global Endowment Management, LP 5.65% No change 103,760 $54.3M
Dean, Jacobson Financial Services, LLC 43.65% Reduce -0.8% 103,024 $53.9M
Arkos Global Advisors 8.98% Reduce -2.7% 103,009 $53.9M
Select Asset Management & Trust 22.25% Add +7.3% 102,349 $53.5M
Q Global Advisors, LLC 20.48% New 102,294 $53.5M
Regions Financial Corp. 0.41% Add +1.0% 102,244 $53.5M
Sentinel Pension Advisors, LLC 11.37% Add +9.2% 101,628 $53.2M
J.W. Cole Advisors, Inc. 2.68% Add +1.3% 101,453 $53.1M
Novare Capital Management LLC 4.76% Add +9.6% 100,619 $52.6M
Connors Investor Services Inc. 5.55% Reduce -4.0% 100,618 $52.6M
Ardsley Advisory Partners LP 7.51% New 100,000 $52.3M
Pinkerton Wealth, LLC 8.37% Add +5.9% 99,526 $52.1M
Greenleaf Trust 0.48% Add +1.0% 99,300 $51.9M
Prospera Financial Services Inc 1.54% Add +25.0% 99,080 $51.8M
OMERS ADMINISTRATION Corp 0.59% Reduce -5.3% 98,735 $51.6M
Fsa Wealth Partners, Inc. 12.79% Add +14.5% 98,292 $51.4M
Choreo, LLC 1.32% Reduce -2.4% 98,083 $51.3M
Haverford Trust Co 0.53% Reduce -3.4% 97,185 $50.8M
Public Sector Pension Investment Board 0.37% Reduce -41.3% 96,984 $50.7M
Choate Investment Advisors 1.36% Add +18.8% 96,372 $50.4M
Sigma Planning Corp 1.58% Add +132.5% 95,818 $50.1M
NTV Asset Management LLC 7.63% Reduce -1.7% 95,752 $50.1M
United Capital Financial Advisors, LLC 0.41% Add +1.0% 95,725 $50.1M
First Financial Bank - Trust Division 4.79% Add +50.3% 95,304 $49.9M
Gladstone Institutional Advisory LLC 2.73% Reduce -9.9% 94,986 $49.7M
Crewe Advisors LLC 5.75% Add +0.3% 94,408 $49.4M
German American Bancorp, Inc. 5.91% Reduce -0.2% 93,919 $49.1M
Greenhouse Wealth Management, LLC 36.75% Reduce -2.6% 93,753 $49.0M
Yelin Lapidot Holdings Management Ltd. 10.07% Add +3.0% 93,630 $49.0M
Advisory Services Network, LLC 1.08% Reduce -9.8% 93,308 $48.8M
Belpointe Asset Management LLC 3.65% Reduce -26.7% 93,243 $48.8M
Savant Capital, LLC 0.56% Add +0.8% 93,215 $48.8M
Natixis Advisors, LLC 0.11% Add +41.9% 93,091 $48.7M
Rwa Wealth Partners, LLC 0.65% Add +6.3% 93,020 $48.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.51% Reduce -1.3% 92,961 $48.6M
Vanguard Group Inc. 0.00% Add +1.4% 92,955 $48.6M
Woodard & Co. Asset Management Group Inc. 12.96% Reduce -3.7% 92,791 $48.5M
Cynosure Group, LLC 8.70% Reduce -2.4% 92,574 $48.4M
Oppenheimer & Co. Inc. 0.80% Add +18.7% 92,543 $48.4M
Simmons Bank 3.62% Reduce -5.0% 92,113 $48.2M
Waldron Private Wealth LLC 2.15% Reduce -9.7% 90,644 $47.6M
Merit Financial Group, LLC 1.13% Add +10.9% 92,927 $47.5M
Redhawk Wealth Advisors, Inc. 7.72% Add +56.1% 90,639 $47.4M
D.A. Davidson & Co. 0.42% Add +2.2% 89,745 $46.9M
Stone House Investment Management, LLC 11.01% Add +22.2% 89,521 $46.8M
Freedom Investment Management, Inc. 3.75% Reduce -9.8% 89,497 $46.8M
Carnegie Investment Counsel 1.46% Reduce -3.0% 89,497 $46.8M
CreativeOne Wealth, LLC 1.86% Add +84.5% 89,132 $46.6M
Aua Capital Management, LLC 26.86% Reduce -3.8% 89,116 $46.6M
Trinity Financial Advisors LLC 20.96% Reduce -0.3% 89,038 $46.6M
Farmers Trust Co. 9.26% Reduce -8.6% 87,935 $46.0M
Nicholas Hoffman & Company, LLC. 2.33% Reduce -0.1% 87,621 $45.8M
Perigon Wealth Management, LLC 1.39% Reduce -5.4% 87,399 $45.7M
Embree Financial Group 8.94% Add +0.5% 87,153 $45.6M
SFG Wealth Management, LLC. 26.74% Add +3.0% 86,121 $45.0M
Medici Capital LLC 51.30% Add +152.0% 85,801 $44.9M
Atlantic Private Wealth, LLC 37.22% Reduce -1.9% 85,540 $44.7M
HM Payson & Co. 0.83% Reduce -4.1% 85,381 $44.7M
Spire Wealth Management 0.82% Reduce -2.2% 85,198 $44.6M
Balyasny Asset Management L.P. 0.12% Reduce -39.8% 85,135 $44.5M
Sumitomo Mitsui Financial Group, Inc. 1.37% Reduce -2.9% 84,635 $44.3M
Mechanics Bank Trust Department 6.47% Reduce -4.8% 84,247 $44.1M
Kozak & Associates, Inc. 11.81% Add +0.6% 83,053 $43.9M
All Terrain Financial Advisors, LLC 18.86% Reduce -4.0% 83,620 $43.7M
Prio Wealth Limited Partnership 1.26% Reduce -0.4% 83,521 $43.7M
Midwest Professional Planners, LTD. 15.33% Reduce -14.3% 83,520 $43.7M
Cumberland Advisors Inc. 16.09% Add +0.9% 82,722 $43.3M
Allie Family Office LLC 25.47% Reduce -0.6% 82,557 $43.2M
SteelPeak Wealth, LLC 2.21% Reduce -6.7% 82,105 $43.1M
Retirement Income Solutions, Inc. 9.72% Reduce -1.6% 81,931 $42.9M
SAL Trading, LLC 87.33% New 81,899 $42.8M
IHT Wealth Management, LLC 1.71% Reduce -1.1% 81,616 $42.7M
Aristotle Capital Management, LLC 0.08% Reduce -73.2% 81,577 $42.7M
Chicago Partners Investment Group LLC 1.81% Add +0.9% 84,043 $42.5M
BW Gestao de Investimentos Ltda. 3.81% New 81,000 $42.4M
Frank, Rimerman Advisors LLC 8.09% Add +1.8% 80,385 $42.0M
Independent Financial Group, LLC 1.92% Add +11.7% 80,080 $41.9M
Metis Global Partners, LLC 1.52% Reduce -2.5% 79,712 $41.7M
Flputnam Investment Management Co. 0.89% Add +4.5% 79,654 $41.7M
American Asset Management Inc. 61.87% Add +0.1% 79,192 $41.4M
Insigneo Advisory Services, LLC 4.92% Add +10.8% 78,923 $41.4M
Rathbones Group PLC 0.24% Reduce -10.1% 78,635 $41.1M
Lutz Financial Services LLC 3.58% Reduce -0.5% 78,407 $41.0M
Allianz SE 1.29% — 78,110 $40.9M
Engineers Gate Manager LP 1.07% New 77,925 $40.8M
Argent Trust Co 1.83% Reduce -0.7% 77,720 $40.7M
4Thought Financial Group Inc. 26.67% Add +2.1% 77,535 $40.6M
King Luther Capital Management Corp. 0.18% Add +31.1% 77,463 $40.5M
Source Financial Advisors LLC 12.26% Add +18.9% 77,188 $40.4M
Ace Management Global Ltd. 14.90% — 77,054 $40.3M
Beacon Capital Management, Inc. 1.67% Add +113.5% 76,169 $39.8M
Marmo Financial Group, LLC 24.14% Reduce -8.5% 75,879 $39.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.27% Reduce -80.8% 75,769 $39.6M
Clearstead Advisors, LLC 1.96% Add +7.0% 76,041 $39.6M
Lindbrook Capital, LLC 3.63% Add +3.0% 74,153 $38.8M
Townsquare Capital LLC 0.57% Add +34.0% 73,976 $38.7M
Hanover Advisors Inc. 16.19% Add +8.8% 73,767 $38.6M
Boston Family Office LLC 2.77% Reduce -0.2% 73,688 $38.5M
Aspen Grove Capital, LLC 10.89% Add +0.7% 73,357 $38.5M
Bremer Bank National Association 7.12% Reduce -21.6% 73,436 $38.4M
Sowell Financial Services LLC 1.81% Add +6.9% 73,079 $38.3M
Bluespring Wealth Management, LLC 4.19% Reduce -1.6% 72,836 $38.2M
Fund Evaluation Group, LLC 2.39% Add +179.2% 72,889 $38.1M
LSP Investment Advisors, LLC 20.35% No change 72,200 $37.8M
Element Pointe Advisors, LLC 9.67% Reduce -0.0% 72,141 $37.7M
Federation des caisses Desjardins du Quebec 0.27% Add +1.7% 72,049 $37.7M
Buckingham Strategic Wealth, LLC 0.40% Reduce -2.1% 71,894 $37.6M
Ciovacco Capital Management LLC 25.15% Reduce -1.6% 71,534 $37.4M
Yousif Capital Management, LLC 0.41% Reduce -5.7% 71,419 $37.4M
Summit Financial, LLC 2.21% Add +2.2% 71,052 $37.3M
Ninepoint Partners LP 4.71% Reduce -8.4% 71,000 $37.1M
Curtis Advisory Group, LLC 14.30% Add +23.1% 70,596 $36.9M
Hall Kathryn A. 8.50% No change 70,497 $36.9M
Centaurus Financial, Inc. 2.58% Reduce -1.2% 70,415 $36.8M
Principal Financial Group Inc. 0.02% Reduce -1.0% 70,144 $36.7M
NewSquare Capital LLC 3.24% Add +0.2% 70,043 $36.6M
Schusterman Interests, LLC 28.26% New 69,517 $36.4M
Abbrea Capital, LLC 4.78% Add +3.0% 69,103 $36.3M
Aptus Capital Advisors, LLC 0.78% Add +33.1% 69,228 $36.2M
Parker Investment Management, LLC 6.26% Add +50.2% 69,171 $36.2M
Raymond James Trust N.A. 0.88% Reduce -1.6% 69,037 $36.1M
SMI Advisory Services, LLC 10.04% Reduce -42.9% 68,900 $35.8M
Seven Post Investment Office LP 8.70% Add +2.8% 68,109 $35.6M
B. Riley Wealth Advisors, Inc. 0.96% Add +4.1% 82,669 $35.5M
Summit Trail Advisors, LLC 0.93% Add +0.4% 66,985 $35.1M
iA Global Asset Management Inc. 0.72% Add +2.6% 67,400 $35.0M
Wealth Advisory Solutions, LLC 9.04% Add +3.3% 66,717 $34.9M
Guidance Capital, Inc. 12.79% Reduce -7.4% 68,886 $34.7M
Gratus Capital, LLC 1.60% Add +4.0% 66,418 $34.7M
Birinyi Associates Inc. 11.33% Add +1.6% 66,399 $34.7M
MKP Capital Management, L.L.C. 3.91% Reduce -89.7% 66,200 $34.6M
Cullinan Associates Inc. 1.93% Reduce -66.4% 65,784 $34.4M
Caldwell Trust Co 3.99% Reduce -0.9% 65,542 $34.3M
Inscription Capital, LLC 5.65% Add +2.3% 65,419 $34.2M
Olympus Wealth Management, LLC 20.15% Reduce -27.4% 64,989 $34.0M
Associated Banc-Corp 1.07% Reduce -0.7% 64,799 $33.9M
Signaturefd, LLC 0.71% Add +7.8% 64,483 $33.7M
Clear Harbor Asset Management, LLC 2.97% Add +1.3% 64,471 $33.7M
North Star Investment Management Corp. 2.40% Add +2.8% 64,434 $33.7M
Bfsg, LLC 4.44% Add +59.9% 64,180 $33.6M
Shilanski & Associates, Inc. 11.42% Add +1.6% 63,395 $33.2M
Williams Jones Wealth Management, LLC. 0.42% Add +1.2% 63,363 $33.1M
Tiller Private Wealth, Inc. 14.78% Add +40.6% 63,285 $33.1M
Johnson Financial Group, Inc. 1.78% Reduce -5.4% 63,024 $33.1M
Institutional & Family Asset Management, LLC 5.24% Reduce -8.0% 62,727 $32.8M
Laird Norton Wetherby Wealth Management, LLC 1.57% Reduce -0.7% 62,709 $32.8M
Washburn Capital Management, Inc. 24.04% Reduce -2.9% 62,181 $32.5M
Wilmington Savings Fund Society, FSB 1.25% — 62,074 $32.5M
Crescent Grove Advisors, LLC 3.37% Reduce -3.7% 61,648 $32.3M
NorthCoast Asset Management LLC 0.41% Add +173.1% 61,704 $32.3M
LM Advisors LLC 5.61% Add +1.4% 60,976 $31.9M
Chesley Taft & Associates LLC 1.63% Reduce -0.7% 60,896 $31.9M
Dumont & Blake Investment Advisors LLC 9.16% Reduce -0.8% 60,860 $31.8M
Jackson, Grant Investment Advisers, Inc. 13.04% Reduce -0.8% 60,818 $31.8M
Wind River Trust Co 11.51% No change 60,481 $31.6M
Benchmark Financial Wealth Advisors, LLC 12.06% Add +4.3% 60,351 $31.6M
Harbour Investments, Inc. 1.11% Add +3.4% 60,051 $31.4M
Mine & Arao Wealth Creation & Management, LLC. 15.52% Add +1.8% 59,970 $31.4M
Anfield Capital Management, LLC 15.03% Reduce -5.5% 59,611 $31.2M
Aspiriant, LLC 1.29% Reduce -0.1% 59,413 $31.1M
Granite FO LLC 18.24% Reduce -0.0% 55,584 $31.0M
Humankind Investments LLC 8.18% No change 59,140 $30.9M
Schechter Investment Advisors, LLC 2.32% Reduce -3.6% 59,136 $30.9M
Cary Street Partners Investment Advisory LLC 1.31% Add +5.2% 59,011 $30.9M
Ameritas Advisory Services, LLC 1.27% Add +46.0% 60,396 $30.8M
Evermay Wealth Management LLC 4.64% Reduce -3.7% 58,523 $30.7M
Advance Capital Management, Inc. 2.11% Reduce -82.4% 58,214 $30.4M
Transform Wealth, LLC 2.89% Reduce -19.9% 57,956 $30.4M
Stratos Wealth Advisors, LLC 1.80% Add +16.3% 57,962 $30.3M
Solitude Financial Services 13.94% Add +0.2% 57,888 $30.3M
Roth Financial Partners LLC 13.36% Reduce -1.8% 57,687 $30.2M
Zacks Investment Management 0.32% Reduce -20.5% 57,500 $30.1M
Salomon & Ludwin, LLC 2.58% Add +1.0% 57,362 $30.0M
First Nebraska Trust Co 3.09% Reduce -0.7% 57,331 $30.0M
Advisor Resource Council 12.70% Reduce -28.4% 59,239 $30.0M
MKT Advisors LLC 16.38% Reduce -3.1% 58,066 $29.9M
Verger Capital Management LLC 15.24% Add +1.6% 57,029 $29.8M
Fluent Financial, LLC 16.50% Reduce -1.1% 57,028 $29.8M
Pegasus Partners Ltd. 3.16% Reduce -1.3% 56,994 $29.8M
Teachers Retirement System of the State of Kentucky 0.27% No change 56,594 $29.6M
Howland Capital Management LLC 1.43% Add +0.3% 56,406 $29.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 7.70% Reduce -15.0% 56,269 $29.5M
WR Wealth Planners, LLC 9.13% Add +54.9% 56,162 $29.4M
MTC Wealth Management LLC 13.49% Reduce -5.2% 56,129 $29.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -69.7% 55,786 $29.2M
Afg Fiduciary Services Limited Partnership 21.56% Add +397.9% 306,869 $29.1M
Cardiff Park Advisors, LLC 2.78% Add +1.0% 55,645 $29.1M
Kestra Private Wealth Services, LLC 0.66% Add +1.8% 55,578 $29.1M
Apollon Wealth Management, LLC 0.91% Add +8.7% 55,312 $28.9M
BigSur Wealth Management LLC 9.04% Add +0.7% 55,004 $28.9M
Bromfield Sneider Wealth Advisors 17.82% Reduce -1.7% 55,121 $28.8M
IPG Investment Advisors LLC 6.28% Add +3.9% 54,860 $28.8M
ACT Advisors, LLC. 15.76% New 54,977 $28.8M
Fort Washington Investment Advisors Inc. 0.19% Add +23.0% 54,969 $28.8M
OneDigital Investment Advisors LLC 0.45% Add +0.2% 54,627 $28.6M
Proficio Capital Partners LLC 3.13% Add +3.2% 54,398 $28.5M
TCV Trust & Wealth Management, Inc. 2.72% Add +0.8% 54,354 $28.4M
GFS Advisors, LLC 4.69% Reduce -7.8% 54,131 $28.3M
Sapient Capital LLC 0.63% Reduce -17.6% 53,885 $28.3M
Norris Financial Group, LLC 15.38% Reduce -7.0% 53,592 $28.0M
Adirondack Trust Co. 11.71% Reduce -0.3% 53,503 $28.0M
Trustmark Bank Trust Department 2.28% Reduce -0.2% 53,495 $28.0M
King Wealth Management Group 4.90% Reduce -0.5% 53,376 $27.9M
Calamos Wealth Management LLC 1.59% Add +3.1% 53,166 $27.8M
RK Capital Management, LLC 33.70% Reduce -77.3% 53,000 $27.7M
Burt Wealth Advisors 7.02% Add +8.6% 52,906 $27.7M
IFP Advisors, Inc 1.21% Reduce -41.6% 52,818 $27.6M
Commonwealth Financial Services, LLC 6.50% No change 58,009 $27.6M
HMS Capital Management, LLC 15.18% Reduce -12.2% 52,389 $27.4M
Hantz Financial Services, Inc. 0.53% Reduce -10.1% 52,119 $27.3M
Klingenstein Fields & Co. LP 1.13% Reduce -0.0% 52,104 $27.3M
Cambridge Associates LLC /Ma/ 1.46% Add +17.4% 51,997 $27.2M
Ironsides Asset Advisors, LLC 9.32% Add +42.4% 51,987 $27.2M
Callan Family Office, LLC 6.37% Add +3.2% 51,972 $27.2M
Bank Pictet & Cie (Europe) AG 0.71% Reduce -40.3% 51,755 $27.1M
Fiduciary Trust Co 0.42% Reduce -12.9% 51,721 $27.1M
Penserra Capital Management LLC 0.34% New 51,629 $27.0M
McElhenny Sheffield Capital Management, LLC 9.59% Reduce -0.9% 52,670 $26.9M
Caliber Wealth Management, LLC 14.32% Reduce -1.0% 51,487 $26.9M
Condor Capital Management 2.62% Reduce -3.9% 51,177 $26.8M
Madison Asset Management, LLC 0.33% Reduce -25.1% 50,948 $26.6M
Arthur M. Cohen & Associates, LLC 5.59% Add +0.0% 50,591 $26.5M
Smith, Moore & Co. 2.82% Add +1.5% 50,522 $26.4M
Claro Advisors Inc. 4.60% Reduce -5.9% 50,516 $26.4M
Safeguard Investment Advisory Group, LLC 8.93% Add +8.3% 50,270 $26.3M
Retireful, LLC 10.93% Add +134.8% 50,247 $26.3M
Glen Eagle Advisors, LLC 4.97% Add +0.1% 50,077 $26.2M
Capital Wealth Planning, LLC 0.28% Reduce -0.1% 50,030 $26.2M
Crestline Management, L.P. 2.48% No change 50,000 $26.2M
Copperwynd Financial, LLC 9.33% Add +5.5% 49,574 $25.9M
TrueWealth Advisors, LLC 9.96% Reduce -12.1% 49,336 $25.8M
J. Goldman & Co LP 1.17% Add +180.5% 49,314 $25.8M
Brighton Jones LLC 0.93% Reduce -1.4% 49,288 $25.8M
Fifth Third Securities, Inc. 2.50% Reduce -9.7% 49,133 $25.8M
Oxford Financial Group, LTD. LLC 1.78% Add +0.8% 49,150 $25.7M
Pinnacle Wealth Management Advisory Group, LLC 2.76% Reduce -0.5% 49,140 $25.7M
Axis Capital Holdings Ltd. 12.38% No change 49,106 $25.7M
Archon Partners LLC 3.14% No change 49,100 $25.7M
Fidelis Capital Partners, LLC 3.90% Add +12.7% 49,047 $25.7M
Vantage Financial Partners Ltd., Inc. 6.65% Reduce -15.3% 48,766 $25.5M
Independent Family Office, LLC 13.66% Add +0.0% 48,672 $25.5M
Aft, Forsyth & Sober, LLC 8.99% Reduce -2.0% 48,585 $25.4M
KCM Investment Advisors LLC 0.94% Reduce -0.8% 48,538 $25.4M
Lazard Freres Gestion S.A.S. 0.63% Add +1.3% 48,517 $25.4M
Helios Capital Management Pte. Ltd. 17.65% No change 48,000 $25.1M
Fortis Capital Advisors, LLC 10.55% Reduce -5.7% 47,935 $25.1M
Palisade Asset Management, LLC 2.43% Reduce -0.4% 47,731 $25.0M
Vinland Capital Management Gestora de Recursos LTDA. 20.77% New 47,720 $25.0M
Taylor & Morgan Wealth Management, LLC 18.32% Add +2.2% 47,717 $25.0M
Crestwood Advisors Group, LLC 0.54% Add +2.9% 47,700 $25.0M
Verdence Capital Advisors LLC 2.27% Reduce -3.8% 47,686 $24.9M
Fiduciary Alliance LLC 4.40% Add +5.9% 47,729 $24.9M
BSW Wealth Partners 4.21% Reduce -0.6% 47,556 $24.9M
Motco 1.48% Reduce -0.4% 47,257 $24.7M
Scharf Investments, LLC 0.67% Reduce -24.5% 47,249 $24.7M
Wedbush Securities Inc. 0.92% Add +1.9% 47,232 $24.7M
Moran Wealth Management, LLC 0.80% Reduce -33.4% 47,115 $24.6M
Payden & Rygel Investment Group 1.67% — 46,896 $24.5M
Payden & Rygel 1.67% Add +6.0% 46,896 $24.5M
Quantinno Capital Management LP 0.53% Add +10.2% 46,717 $24.4M
Welch & Forbes LLC 0.34% Reduce -31.7% 46,716 $24.4M
NorthCrest Asset Manangement, LLC 0.83% Reduce -8.8% 46,695 $24.4M
Jasper Ridge Partners, L.P. 0.77% Add +0.7% 46,679 $24.4M
Amarillo National Bank 4.53% Reduce -0.3% 46,361 $24.3M
Osborne Partners Capital Management, LLC 1.49% Reduce -3.5% 46,228 $24.2M
Resonant Capital Advisors, LLC 2.04% Add +0.0% 45,571 $23.9M
JARISLOWSKY, FRASER Ltd 0.14% Reduce -1.6% 45,661 $23.9M
LMR Partners LLP 0.86% Add +1433.2% 45,475 $23.8M
Aspire Private Capital, LLC 6.26% Reduce -9.0% 45,427 $23.8M
Boyd Watterson Asset Management LLC 8.64% No change 45,395 $23.7M
Angeles Wealth Management, LLC 2.37% Add +6.5% 45,389 $23.7M
CW Advisors, LLC 0.41% Add +9.7% 45,368 $23.7M
Montz Harcus Wealth Management LLC 16.04% Reduce -1.4% 45,306 $23.7M
Clarity Wealth Advisors, LLC 8.00% Add +2.7% 45,230 $23.7M
ExodusPoint Capital Management, LP 0.29% New 45,226 $23.7M
Point72 (DIFC) Ltd 1.82% — 45,087 $23.6M
Shelton Capital Management 0.67% Add +1.3% 45,037 $23.6M
First National Corp. /Ma/ 5.77% No change 49,406 $23.5M
LFA - Lugano Financial Advisors SA 17.09% Add +2.5% 44,890 $23.5M
Eagle Capital Management, LLC 10.54% Reduce -0.8% 44,775 $23.4M
Indiana Trust & Investment Management Co 9.44% Add +0.7% 44,763 $23.4M
Aragon Global Management, LP 10.47% No change 44,580 $23.3M
Arkadios Wealth Advisors 1.80% Reduce -20.7% 44,470 $23.3M
First Business Financial Services, Inc. 2.47% Reduce -1.0% 44,033 $23.0M
Pettyjohn, Wood & White, Inc. 4.57% Reduce -4.6% 43,937 $23.0M
Taurus Asset Management, LLC 2.33% Reduce -0.0% 43,916 $23.0M
Houlihan Financial Resource Group, Ltd. 10.30% Add +0.4% 43,887 $23.0M
Thompson Siegel & Walmsley LLC 0.35% Reduce -0.7% 43,663 $22.8M
GM Advisory Group, LLC 1.60% Add +16.3% 43,625 $22.8M
O'Dell Group, LLC 5.58% Reduce -2.5% 43,541 $22.8M
Beacon Bridge Wealth Partners, LLC 10.74% Reduce -15.8% 43,489 $22.7M
Procyon Advisors, LLC 1.75% Reduce -13.4% 43,278 $22.6M
Bluefin Capital Management, LLC 5.62% Add +1628.0% 43,200 $22.6M
LCM Capital Management Inc 14.60% Add +0.0% 43,181 $22.6M
Main Street Financial Solutions, LLC 2.40% Add +0.1% 42,905 $22.4M
Regal Investment Advisors LLC 1.53% Add +1.8% 42,811 $22.4M
Snowden Capital Advisors LLC 0.71% Add +13.9% 42,651 $22.4M
ARS Investment Partners, LLC 2.23% Reduce -2.3% 42,771 $22.4M
Ascension Capital Advisors, Inc. 12.42% Add +55.7% 42,703 $22.3M
Provenance Wealth Advisors, LLC 3.14% Reduce -0.7% 42,697 $22.3M
Essex Financial Services, Inc. 2.06% Add +8.7% 42,672 $22.3M
Firestone Capital Management 6.19% Add +12.0% 42,540 $22.3M
Dorsey & Whitney Trust CO LLC 1.52% Reduce -6.3% 42,410 $22.2M
Swiss Life Asset Management Ltd 0.31% Add +3.7% 42,400 $22.2M
Zega Financial, LLC 9.59% Add +36.4% 42,393 $22.2M
Cadence Bank 1.61% Reduce -0.7% 42,255 $22.1M
First International Bank & Trust 7.62% Reduce -9.5% 42,174 $22.1M
Systematic Alpha Investments, LLC 0.88% No change 42,170 $22.1M
Roble, Belko & Company, Inc 3.77% Reduce -0.2% 41,959 $21.9M
Pinebridge Investments, L.P. 0.17% Reduce -3.9% 41,945 $21.9M
Sovereign Financial Group, Inc. 5.80% Reduce -2.7% 41,760 $21.8M
Modera Wealth Management, LLC 0.33% Add +5.7% 41,245 $21.6M
Cypress Capital, LLC 5.88% Reduce -2.6% 41,097 $21.5M
Capital Group Private Client Services, Inc. 0.22% Reduce -82.1% 41,044 $21.5M
Trilogy Capital Inc. 1.23% Reduce -6.3% 40,808 $21.3M
Western Wealth Management, LLC 1.66% Reduce -5.5% 40,771 $21.3M
Connecticut Wealth Management, LLC 1.13% Reduce -3.5% 40,759 $21.3M
Guardian Wealth Advisors, LLC 13.84% Reduce -1.5% 40,720 $21.3M
Brickley Wealth Management 4.87% No change 40,595 $21.2M
Central Pacific Bank - Trust Division 2.77% — 40,629 $21.2M
GeoWealth Management, LLC 0.82% Add +2.0% 40,504 $21.2M
Raelipskie Partnership 12.01% Reduce -3.9% 40,317 $21.1M
First Heartland Consultants, Inc. 2.18% Reduce -2.9% 40,228 $21.0M
Baltimore-Washington Financial Advisors, Inc. 1.33% Reduce -10.7% 40,037 $20.9M
Global Trust Asset Management, LLC 8.53% Reduce -0.9% 39,700 $20.8M
Central Bank & Trust Co. 2.95% Reduce -5.0% 39,601 $20.7M
Migdal Insurance & Financial Holdings Ltd. 0.33% Reduce -19.0% 39,509 $20.7M
Berkshire Hathaway 0.01% No change 39,400 $20.6M
Chilton Capital Management LLC 0.98% Reduce -2.3% 39,366 $20.6M
BTG Pactual Global Asset Management Ltd 6.56% New 39,305 $20.6M
Black Maple Capital Management LP 13.70% Reduce -17.8% 39,295 $20.6M
Sepio Capital, LP 1.76% Reduce -2.0% 39,151 $20.5M
Lane & Associates LLC 12.88% Add +2.8% 39,113 $20.5M
Diversified Portfolios, Inc. 2.88% Add +0.5% 39,081 $20.4M
Hengehold Capital Management LLC 2.16% Add +0.5% 38,799 $20.3M
Focus Financial Network, Inc. 0.98% — 40,429 $20.2M
Aspect Partners, LLC 15.92% Reduce -41.6% 38,550 $20.2M
Corsair Capital Management, L.P. 5.66% Reduce -1.0% 38,520 $20.1M
Independence Bank of Kentucky 6.03% Add +2.6% 38,506 $20.1M
Smith Anglin Financial, LLC 2.08% Reduce -1.9% 38,454 $20.1M
AQR Capital Management 0.03% Add +294.1% 38,426 $20.1M
Palisades Hudson Asset Management, L.P. 9.15% Reduce -0.3% 38,397 $20.1M
Magnolia Capital Management Ltd. 17.00% Reduce -0.7% 38,283 $20.0M
BLB&B Advisors, LLC 1.13% Add +12.3% 38,183 $20.0M
Fulton Breakefield Broenniman LLC 1.54% Reduce -6.9% 38,178 $20.0M
Kingswood Wealth Advisors, LLC 2.29% Reduce -35.5% 37,947 $19.8M
Cresta Advisors, Ltd. 12.51% Add +7.3% 37,691 $19.7M
GYL Financial Synergies, LLC 1.54% Add +3.8% 37,624 $19.7M
Financial & Tax Architects, LLC 5.41% Reduce -0.7% 37,593 $19.7M
Strategic Equity Management 16.41% Add +14.3% 37,555 $19.6M
Albion Financial Group 1.52% No change 37,533 $19.6M
Oakworth Capital, Inc. 1.47% Reduce -0.7% 37,312 $19.5M
Forvis Mazars Wealth Advisors, LLC 0.50% Add +1.6% 37,263 $19.5M
Aprio Wealth Management, LLC 3.82% Add +0.1% 37,257 $19.5M
Family Manage LLC 3.60% Reduce -24.8% 37,245 $19.5M
Cobblestone Capital Advisors LLC 1.23% Reduce -4.1% 37,222 $19.5M
Veltria Advisors Corp. 5.02% Add +23.0% 37,139 $19.4M
Palumbo Wealth Management LLC 8.69% Add +8.2% 37,124 $19.4M
Thrive Wealth Management, LLC 4.00% Add +0.0% 36,998 $19.4M
Mgo One Seven LLC 1.00% Reduce -32.5% 36,886 $19.3M
Simplex Trading, LLC 0.56% New 36,861 $19.3M
Blue Edge Capital, LLC 3.22% Add +12.3% 36,927 $19.3M
Private Trust Co. NA 2.08% Add +5.6% 36,781 $19.2M
Clarius Group, LLC 1.33% Reduce -23.3% 36,737 $19.2M
Tikvah Management LLC 6.04% No change 36,724 $19.2M
Legacy Advisors, LLC 2.42% Reduce -0.1% 36,668 $19.2M
Gryphon Financial Partners LLC 3.25% Reduce -11.0% 36,496 $19.1M
Hancock Whitney Corp. 0.66% Reduce -15.6% 36,432 $19.1M
Verity Asset Management, Inc. 10.60% Add +3.0% 36,325 $19.0M
Baron Financial Group, LLC 11.71% Reduce -3.9% 36,267 $19.0M
Securian Asset Management, Inc. 0.55% Reduce -91.7% 36,170 $18.9M
Sunflower Bank, N.A. 4.23% Reduce -1.6% 35,921 $18.8M
Sentinel Trust Co. Lba 2.42% Reduce -0.7% 35,791 $18.7M
Vertex Planning Partners, LLC 5.17% Reduce -0.9% 35,749 $18.7M
Credential Qtrade Securities Inc. 1.00% Add +173.2% 35,736 $18.7M
Delta Financial Advisors LLC 7.39% Add +0.1% 35,683 $18.7M
First Manhattan Co. Llc. 0.06% Reduce -0.4% 35,654 $18.7M
Voisard Asset Management Group, Inc. 10.49% Reduce -1.2% 35,623 $18.6M
Wellspring Financial Advisors, LLC 2.94% Reduce -1.5% 35,540 $18.6M
Intrepid Financial Planning Group LLC 8.03% Reduce -0.7% 35,540 $18.6M
Nepc LLC 0.64% No change 35,515 $18.6M
Saiph Capital, LLC 8.63% Reduce -1.6% 35,461 $18.5M
Avior Wealth Management, LLC 0.86% Add +735.3% 35,458 $18.5M
Segment Wealth Management, LLC 1.40% Reduce -1.0% 35,195 $18.4M
Calydon Capital 3.48% Add +22.9% 35,295 $18.4M
DAVENPORT & Co LLC 0.11% Add +15.4% 35,112 $18.4M
Three Bridge Wealth Advisors, LLC 7.20% Add +1.5% 34,831 $18.3M
Great Valley Advisor Group, Inc. 0.55% Reduce -6.1% 34,917 $18.3M
Hibernia Wealth Partners, LLC 12.41% Add +1.9% 34,873 $18.2M
Financial Engines Advisors L.L.C. 0.04% Reduce -7.3% 34,769 $18.2M
Brave Asset Management Inc. 4.71% Add +3.5% 34,720 $18.2M
Lifestyle Asset Management, Inc. 10.72% Add +29.1% 34,679 $18.1M
Mission Wealth Management, LP 0.49% Add +28.1% 34,641 $18.1M
Kovack Advisors, Inc. 2.19% Add +6.7% 34,638 $18.1M
Bank Pictet & Cie (asia) Ltd. 9.96% Add +6802.0% 34,510 $18.1M
Measured Wealth Private Client Group, LLC 6.30% Reduce -2.6% 34,466 $18.0M
Quadrant Capital Group LLC 1.42% Reduce -0.1% 34,458 $18.0M
Leavell Investment Management, Inc. 1.04% Add +1.0% 34,266 $18.0M
Sanchez Wealth Management Group 6.09% Add +3.4% 34,357 $18.0M
AXA S.A. 0.05% No change 34,266 $17.9M
Parallel Advisors, LLC 0.49% Reduce -4.8% 34,254 $17.9M
Hummer Financial Advisory Services Inc 14.67% Add +1.6% 33,914 $17.8M
NBW Capital LLC 3.63% Reduce -2.8% 33,989 $17.8M
New England Private Wealth Advisors LLC 3.12% Reduce -1.0% 33,978 $17.7M
Dynamic Advisor Solutions LLC 0.59% Reduce -1.9% 33,660 $17.6M
Basso Capital Management, L.P. 16.59% Reduce -4.5% 33,602 $17.6M
Watts Gwilliam & Co., LLC 5.42% — 33,530 $17.5M
Unique Wealth, LLC 4.86% Reduce -2.4% 32,930 $17.2M
Redwood Capital Management, LLC 3.24% New 32,923 $17.2M
Wealthgate Family Office, LLC 44.58% Add +0.2% 32,816 $17.2M
First National Bank of Mount Dora, Trust Investment Services 4.18% Reduce -4.5% 32,792 $17.2M
Bartlett & Co. Wealth Management LLC 0.26% Reduce -2.9% 32,568 $17.1M
Iron Horse Wealth Management, LLC 6.76% Add +4.7% 32,641 $17.1M
Country Club Bank 1.20% Add +1.7% 32,547 $17.0M
Avidian Wealth Enterprises, LLC 0.91% Add +4.3% 32,486 $17.0M
Cornerstone Capital, Inc. 1.74% Add +29.9% 32,409 $17.0M
Boston Financial Mangement LLC 0.54% Reduce -2.1% 32,197 $16.8M
Blue Investment Partners LLC 8.73% Add +16.7% 32,083 $16.8M
Paragon Financial Partners, Inc. 13.68% Add +3.1% 31,777 $16.6M
PFG Investments, LLC 1.00% Add +50.6% 31,712 $16.6M
Romano Brothers and Company 2.27% Add +1.7% 31,691 $16.6M
J.Safra Asset Management Corp 1.88% Reduce -87.1% 31,687 $16.6M
Seaview Investment Managers LLC 4.97% Reduce -38.0% 31,538 $16.5M
LifeSteps Financial, Inc. 12.43% Reduce -1.5% 31,460 $16.5M
Trust Co of the South 3.80% No change 31,434 $16.4M
Resolute Advisors LLC 3.04% Reduce -1.2% 31,334 $16.4M
Seven Mile Advisory 12.47% Add +1.0% 31,424 $16.4M
Hardy Reed LLC 2.04% No change 31,416 $16.4M
Portfolio Strategies, Inc. 1.12% New 31,416 $16.4M
Patton Fund Management, Inc. 2.97% Reduce -4.8% 31,359 $16.4M
Capital Advisory Group Advisory Services, LLC 7.71% Add +2.0% 31,086 $16.3M
Starfox Financial Services, LLC 13.77% Add +1.8% 32,197 $16.2M
Lebenthal Global Advisors, LLC 3.61% Add +0.2% 31,029 $16.2M
Armstrong Advisory Group, Inc. 1.57% No change 34,098 $16.2M
Plante Moran Financial Advisors, LLC 1.74% Add +1.4% 30,936 $16.2M
Henshaw Capital LLC 0.76% No change 30,900 $16.2M
Silvercrest Asset Management Group LLC 0.11% Add +3.6% 30,887 $16.2M
Oppenheimer Asset Management Inc. 0.24% Reduce -64.9% 30,814 $16.1M
Aspen Investment Management Inc 8.18% Add +9.1% 30,808 $16.1M
Atalanta Sosnoff Capital, LLC 0.37% Reduce -53.5% 30,805 $16.1M
Meridian Wealth Advisors, LLC 3.02% Add +2.3% 30,762 $16.1M
Empower Advisory Group, LLC 0.06% Reduce -26.6% 30,705 $16.1M
Winthrop Advisory Group LLC 2.32% Reduce -4.0% 30,582 $16.0M
Evergreen Capital Management LLC 0.61% Reduce -2.8% 30,577 $16.0M
Sei Investments Co. 0.02% Add +1.9% 30,665 $16.0M
Tolleson Wealth Management, Inc. 3.13% Reduce -1.1% 30,561 $16.0M
WealthBridge Capital Management, LLC 5.38% Add +0.3% 30,532 $16.0M
MMBG Investment Advisors Co. 1.68% No change 30,510 $16.0M
Second Line Capital, LLC 5.17% Reduce -30.0% 30,395 $15.9M
PFG Advisors 1.16% Add +5.9% 30,455 $15.9M
SimpliFi, Inc. 7.27% Add +49.4% 30,385 $15.9M
Strategic Blueprint, LLC 1.13% Reduce -0.0% 30,358 $15.9M
O'shaughnessy Asset Management, LLC 0.18% Add +13.7% 30,284 $15.8M
Trifecta Capital Advisors, LLC 3.85% Reduce -0.2% 30,239 $15.8M
Flagship Private Wealth, LLC 10.16% Reduce -12.1% 30,101 $15.7M
Schroder Investment Management Group 0.02% Reduce -10.4% 30,060 $15.7M
Lockheed Martin Investment Management Co. 1.14% Reduce -33.3% 30,000 $15.7M
Dakota Wealth Management 0.39% Add +56.3% 29,935 $15.7M
Legal & General Group Plc 0.00% No change 29,900 $15.7M
Banque Pictet & Cie SA 0.16% Reduce -9.4% 29,806 $15.6M
Koshinski Asset Management, Inc. 1.60% Add +109.3% 29,800 $15.6M
L & S Advisors Inc 1.99% Add +0.1% 29,783 $15.6M
Invictus Private Wealth, LLC 1.38% Reduce -0.9% 29,627 $15.5M
Stelac Advisory Services LLC 7.27% Add +3.0% 29,552 $15.5M
Tyche Wealth Partners LLC 3.79% Add +4.2% 29,599 $15.5M
Financial Partners Group, Inc 2.47% Add +6.5% 29,596 $15.5M
CenterStar Asset Management, LLC 31.97% Reduce -78.9% 29,517 $15.5M
Arete Wealth Advisors, LLC 1.43% Reduce -16.8% 29,905 $15.4M
YHB Investment Advisors, Inc. 1.37% Reduce -1.4% 29,500 $15.4M
Cornerstone Wealth Management, LLC 1.24% Add +6.0% 29,378 $15.4M
Fi3 FINANCIAL ADVISORS, LLC 7.07% Reduce -5.8% 30,049 $15.4M
Belmont Capital, LLC 4.18% Add +9.6% 29,281 $15.3M
Harel Insurance Investments & Financial Services Ltd. 0.30% Reduce -6.8% 29,200 $15.3M
Warwick Investment Management, Inc. 3.66% Add +0.0% 29,191 $15.3M
Gateway Wealth Partners, LLC 5.48% Reduce -7.9% 29,176 $15.3M
Rothschild Capital Partners, LLC 4.42% Reduce -0.9% 29,112 $15.2M
Penobscot Investment Management Company, Inc. 1.61% Add +3.8% 29,088 $15.2M
Kesler, Norman & Wride, LLC 3.23% Add +0.6% 29,078 $15.2M
Texas Capital Bank Wealth Management Services Inc 1.67% Reduce -1.6% 29,061 $15.2M
CENTRAL TRUST Co 0.38% Reduce -1.7% 29,020 $15.2M
Spinnaker Trust 0.98% Add +0.0% 29,000 $15.2M
Orange Investment Advisors, Inc. 1.81% Reduce -5.5% 28,936 $15.1M
Accuvest Global Advisors 6.60% New 28,868 $15.1M
Caprock Group, LLC 0.86% Add +19.1% 28,706 $15.1M
Legacy Trust 3.75% Add +0.6% 28,772 $15.0M
Lodestar Private Asset Management LLC 2.14% Reduce -0.4% 28,733 $15.0M
Fortis Group Advisors, LLC 2.77% Add +177.8% 28,718 $15.0M
Lanark Financial, Inc. 1.40% Add +3.8% 28,603 $15.0M
Cowen and Company, LLC 0.59% New 28,554 $14.9M
Americana Partners, LLC 1.25% Add +1.6% 28,492 $14.9M
Atlas Financial Advisors, Inc. 23.13% Reduce -4.1% 28,479 $14.9M
Tocqueville Asset Management L.P. 0.24% Add +1.0% 28,462 $14.9M
Prudential PLC 0.12% Reduce -20.5% 28,397 $14.9M
Beacon Investment Advisory Services, Inc. 0.64% Reduce -28.0% 28,373 $14.8M
Panagora Asset Management Inc. 0.08% New 28,336 $14.8M
GC Wealth Management RIA, LLC 2.96% Add +71.6% 28,242 $14.8M
Berger Financial Group, Inc 1.22% Add +181.9% 28,237 $14.8M
FSC Wealth Advisors, LLC 10.39% Reduce -1.0% 28,236 $14.8M
Royal Capital Wealth Management, LLC 11.59% Add +2.7% 28,206 $14.8M
American Investment Services, Inc. 2.61% Reduce -0.2% 28,203 $14.8M
Confluence Investment Management LLC 0.20% Reduce -5.5% 27,976 $14.6M
Pitcairn Co. 0.95% Add +9.7% 27,886 $14.6M
Wealth Architects, LLC 1.92% Add +7.8% 27,843 $14.6M
New Republic Capital, LLC 9.22% Reduce -0.3% 27,783 $14.5M
Prostatis Group LLC 5.51% Reduce -1.0% 27,771 $14.5M
Tortoise Investment Management, LLC 1.76% Reduce -0.8% 27,666 $14.5M
Ashton Thomas Private Wealth, LLC 0.83% Add +21.0% 27,643 $14.5M
Salem Investment Counselors Inc. 0.47% Add +0.5% 27,543 $14.5M
Polianta Ltd 7.01% Add +35.5% 27,500 $14.4M
Goelzer Investment Management, Inc. 0.81% Reduce -3.3% 27,495 $14.4M
Financial Management Professionals, Inc. 2.12% Add +8.1% 27,460 $14.4M
HUB Investment Partners, LLC 0.79% Add +13.9% 27,409 $14.3M
Transcend Capital Advisors, LLC 1.15% Reduce -0.4% 27,402 $14.3M
Edgewood Management LLC 0.04% Reduce -5.2% 27,386 $14.3M
Y.D. More Investments Ltd 2.53% Add +7.5% 27,240 $14.2M
Icon Wealth Advisors, LLC 1.32% Add +1.8% 27,189 $14.2M
CSS LLC 3.47% No change 27,184 $14.2M
Rockbridge Investment Management, LCC 2.08% Reduce -0.9% 27,151 $14.2M
Towercrest Capital Management 2.39% Add +1.1% 27,111 $14.2M
Hedeker Wealth, LLC 4.07% Reduce -8.1% 27,041 $14.1M
Neumann Capital Management, LLC 5.04% Reduce -0.1% 27,007 $14.1M
Optas, LLC 3.84% No change 26,906 $14.1M
Nilsine Partners, LLC 1.92% Reduce -0.2% 26,880 $14.1M
Brown, Lisle/Cummings, Inc. 4.77% Add +0.5% 26,874 $14.1M
Atom Investors LP 1.76% Add +57.4% 26,835 $14.0M
Northwest & Ethical Investments L.P. 0.40% Add +6.3% 26,800 $14.0M
Bouchey Financial Group, Ltd. 1.38% Reduce -2.6% 26,782 $14.0M
Wesbanco Bank Inc. 0.53% Add +63.2% 26,778 $14.0M
Soltis Investment Advisors LLC 1.57% Add +7.7% 26,763 $14.0M
Trust Co. of Oklahoma 4.96% Reduce -0.2% 26,738 $14.0M
Compound Planning, Inc. 1.29% Add +2.9% 26,730 $14.0M
Florida Trust Wealth Management Co 0.47% Reduce -4.1% 26,641 $13.9M
Kettle Hill Capital Management, LLC 3.39% New 26,638 $13.9M
Carolinas Wealth Consulting LLC 2.74% Add +20.1% 26,511 $13.9M
Rothschild Investment LLC 1.00% Add +5.0% 26,487 $13.9M
Oldfather Financial Services, LLC 5.70% Reduce -2.1% 26,476 $13.8M
Ostrum Asset Management 1.09% Reduce -20.5% 26,410 $13.8M
TAP Consulting, LLC 3.04% Reduce -28.4% 26,408 $13.8M
Coldstream Capital Management Inc. 0.35% Add +0.4% 26,386 $13.8M
Naples Money Management LLC 13.75% Reduce -3.5% 26,373 $13.8M
Syntrinsic LLC 4.60% Add +0.4% 26,246 $13.7M
Edge Financial Advisors LLC 12.08% — 26,225 $13.7M
Gridiron Partners, LLC 8.74% No change 26,216 $13.7M
Harbour Trust & Investment Management Co 1.72% Reduce -4.9% 26,207 $13.7M
Monetta Financial Services Inc. 12.29% Reduce -3.7% 26,000 $13.6M
Luken Investment Analytics, LLC 6.86% Reduce -6.2% 25,984 $13.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 5.72% Reduce -1.9% 26,988 $13.6M
Bryn Mawr Trust Advisors, LLC 0.77% Reduce -3.2% 25,935 $13.6M
International Assets Investment Management, LLC 1.42% Add +8.2% 25,937 $13.5M
TKG Advisors, LLC 7.54% Reduce -9.3% 25,870 $13.5M
Integrity Financial Corp 9.26% Add +4.5% 25,794 $13.5M
Founders Capital Management, LLC 2.51% No change 25,640 $13.4M
Pathway Financial Advisors LLC 3.61% Reduce -0.1% 25,546 $13.4M
Agf Management Ltd. 0.07% Reduce -0.7% 25,418 $13.3M
Bigelow Investment Advisors, LLC 6.53% Reduce -2.2% 25,412 $13.3M
Wilbanks Smith & Thomas Asset Management LLC 0.37% Add +1.2% 25,187 $13.2M
Cacti Asset Management LLC 1.05% No change 24,795 $13.1M
Moors & Cabot, Inc. 0.71% Add +9.5% 25,082 $13.1M
Fifth Lane Capital, LP 17.42% Reduce -66.7% 25,000 $13.1M
Prosperity Consulting Group, LLC 1.64% Add +2.0% 24,986 $13.1M
Custos Family Office, LLC 6.73% Reduce -1.0% 24,948 $13.0M
American National Bank & Trust Co. 3.08% — 24,907 $13.0M
First Foundation Advisors 0.52% Add +0.9% 24,891 $13.0M
St Germain D J Co. Inc. 0.63% Reduce -3.9% 24,773 $13.0M
Solstein Capital, LLC 8.98% Add +6.3% 24,766 $13.0M
SouthState Bank Corp 1.01% Add +2.8% 24,753 $12.9M
Twin Focus Capital Partners, LLC 2.46% Add +3.9% 24,670 $12.9M
Kingsview Wealth Management, LLC 0.32% Add +6.1% 24,653 $12.9M
Schnieders Capital Management LLC 2.67% Reduce -0.7% 24,526 $12.8M
Appleton Partners Inc. 0.99% Reduce -3.4% 24,448 $12.8M
PFC Capital Group, Inc. 6.85% Reduce -1.6% 24,389 $12.8M
Capital Investment Advisors, LLC 0.30% Add +12.7% 24,349 $12.7M
Benjamin F. Edwards & Company, Inc. 0.23% Reduce -4.2% 24,312 $12.7M
GEM Asset Management, LLC 8.52% Reduce -3.6% 25,312 $12.7M
Gries Financial LLC 2.11% Reduce -0.0% 24,177 $12.6M
Kaizen Financial Strategies 8.60% Add +6.0% 24,155 $12.6M
Mount Capital Ltd 5.32% No change 24,100 $12.6M
Smith Chas P & Associates Pa Cpas 0.76% Add +329.1% 24,088 $12.6M
Signal Advisors Wealth, LLC 3.12% Add +58.5% 24,020 $12.6M
Aaron Wealth Advisors LLC 1.80% No change 24,011 $12.6M
Pinnacle Family Advisors, LLC 6.67% Add +3.4% 23,914 $12.5M
Capital International Investors 0.00% Reduce -44.5% 23,906 $12.5M
Kowal Investment Group, LLC 2.69% Reduce -5.3% 23,815 $12.5M
Exencial Wealth Advisors, LLC 0.47% Reduce -6.3% 23,805 $12.5M
Milestone Asset Management, LLC 3.55% Reduce -16.7% 23,781 $12.4M
Composition Wealth, LLC 0.31% Add +23.3% 23,779 $12.4M
Ami Investment Management Inc. 4.51% Add +91.1% 23,736 $12.4M
Bristlecone Advisors, LLC 1.09% Add +5.6% 23,732 $12.4M
Heritage Trust Co 1.66% Reduce -0.7% 23,696 $12.4M
Mycio Wealth Partners, LLC 3.12% Add +1.0% 23,670 $12.4M
Cavalier Investments, LLC 4.51% Reduce -38.3% 23,634 $12.4M
Childress Capital Advisors, LLC 3.59% Reduce -1.1% 23,622 $12.4M
Level Four Advisory Services, LLC 0.68% No change 25,976 $12.3M
Stordahl Capital Management, Inc. 3.09% Reduce -1.4% 23,592 $12.3M
Nadler Financial Group, Inc. 1.52% Reduce -0.4% 23,579 $12.3M
Accredited Investors Inc. 0.79% Reduce -0.4% 23,559 $12.3M
Conscious Wealth Investments, LLC 9.36% Add +7.4% 24,447 $12.3M
Patten & Patten Inc. 0.88% Reduce -7.4% 23,525 $12.3M
First Washington CORP 4.70% Add +0.6% 23,502 $12.3M
Camarda Financial Advisors, LLC 4.96% Reduce -3.2% 23,455 $12.3M
G&S Capital LLC 5.46% Reduce -11.0% 23,418 $12.2M
Coastline Trust Co 1.48% Add +0.6% 23,368 $12.2M
Ellis Investment Partners, LLC 2.66% Add +5.0% 23,359 $12.2M
Clarus Wealth Advisors 6.91% Add +4.0% 23,720 $12.2M
Strategic Wealth Partners, Ltd. 1.34% Add +54.0% 23,300 $12.2M
Sachetta, LLC 5.77% No change 25,571 $12.2M
Howard Financial Services, LTD. 2.09% Reduce -6.1% 23,194 $12.1M
Mainsail Financial Group, LLC 8.34% Add +3.6% 23,127 $12.1M
Texas Yale Capital Corp. 0.54% Add +2.0% 23,069 $12.1M
Lazard Asset Management LLC 0.02% Reduce -42.8% 22,959 $12.0M
Moneco Advisors, LLC 1.90% Add +5.5% 22,939 $12.0M
West Branch Capital LLC 4.84% Add +6.6% 22,920 $12.0M
Morton Brown Family Wealth, LLC 4.94% Reduce -2.2% 22,895 $12.0M
Balboa Wealth Partners 3.82% Add +7.8% 22,876 $12.0M
Northern Financial Advisors Inc 9.28% Reduce -7.5% 22,719 $11.9M
Wintrust Investments LLC 1.05% Reduce -3.3% 22,714 $11.9M
Pacific Center for Financial Services 3.39% Add +4.4% 22,714 $11.9M
Steward Partners Investment Solutions, LLC 1.99% Add +9.8% 22,653 $11.8M
Evanson Asset Management, LLC 0.88% Reduce -11.0% 22,645 $11.8M
Laurel Wealth Advisors LLC 2.03% Reduce -1.8% 22,611 $11.8M
Optimum Investment Advisors 5.43% Add +2.9% 22,598 $11.8M
UMB Bank, n.a. 0.19% Reduce -6.8% 22,566 $11.8M
Montecito Bank & Trust 2.36% Add +5.7% 22,561 $11.8M
Ayalon Insurance Comp Ltd. 3.92% Add +19.6% 22,497 $11.8M
Sfmg, LLC 1.01% Add +1.3% 22,525 $11.8M
Nicolet Bankshares Inc. 2.44% Add +16.0% 22,500 $11.8M
K.J. Harrison & Partners Inc 1.82% Add +0.2% 22,496 $11.8M
Nations Financial Group Inc, /Ia/ 0.99% Add +2.7% 22,472 $11.8M
Guardian Wealth Advisors, LLC / NC 1.44% Reduce -0.7% 22,462 $11.7M
Ameritas Investment Partners, Inc. 0.40% Add +7.2% 22,434 $11.7M
Alpine Global Management, LLC 2.73% New 22,355 $11.7M
Peterson Wealth Management 8.44% Add +3.4% 22,331 $11.7M
Mayflower Financial Advisors, LLC 1.95% Reduce -0.3% 22,321 $11.7M
LVM Capital Management Ltd. 1.38% Add +1.1% 22,272 $11.7M
Ground Swell Capital, LLC 12.19% New 22,231 $11.6M
Okabena Investment Services Inc. 3.87% Reduce -26.3% 22,208 $11.6M
Gerber Kawasaki Wealth & Investment Management 0.62% Add +9.0% 22,099 $11.6M
Two Sigma Securities, LLC 0.56% Reduce -86.2% 22,096 $11.6M
Nixon Peabody Trust Co. 1.06% Add +13.1% 22,091 $11.6M
Cambridge Trust Co. 0.44% Reduce -17.0% 22,070 $11.5M
Successful Portfolios LLC 7.87% Reduce -3.8% 22,059 $11.5M
Relyea Zuckerberg Hanson LLC 2.01% Add +0.2% 21,938 $11.5M
Nwam LLC 0.93% Reduce -1.9% 22,052 $11.5M
Sowa Financial Group, Inc. 9.35% No change 24,115 $11.5M
Sage Capital Advisors,llc 3.32% Reduce -0.3% 21,906 $11.5M
Forefront Analytics, LLC 5.54% Add +0.4% 21,823 $11.4M
EWG Elevate Inc. 4.26% Reduce -26.9% 21,385 $11.2M
Paulson Wealth Management Inc. 3.29% Add +10.7% 21,383 $11.2M
LWM Advisory Services, LLC 8.97% Reduce -0.6% 21,383 $11.2M
Moody LYNN Lieberson & Walker, LLC 0.75% Reduce -1.0% 21,373 $11.2M
Hillcrest Wealth Advisors - NY, LLC 6.05% Reduce -14.3% 21,360 $11.2M
Deltec Asset Management LLC 2.20% Reduce -14.2% 21,322 $11.2M
Lake Street Private Wealth, LLC 1.55% Add +1.1% 21,317 $11.2M
Intrust Bank NA 1.19% Reduce -2.6% 21,312 $11.1M
Highview Capital Management LLC 5.00% Add +19.6% 21,242 $11.1M
Allen Mooney & Barnes Investment Advisors LLC 2.13% Reduce -13.5% 21,433 $11.1M
Global Financial Private Client, LLC 4.77% Add +3.4% 21,254 $11.1M
Comprehensive Financial Management LLC 0.36% Reduce -12.1% 21,142 $11.1M
Lowe Brockenbrough & Co. Inc. 0.75% Reduce -7.0% 21,124 $11.1M
Summit Financial Group, Inc. 3.92% Add +4.3% 21,086 $11.0M
Phoenix Financial Ltd. 0.15% Reduce -4.8% 21,085 $11.0M
BlueCrest Capital Management Ltd 5.53% Reduce -13.6% 21,063 $11.0M
Asset Management One Co., Ltd. 0.04% Add +528.4% 21,050 $11.0M
Compass Ion Advisors, LLC 1.58% Reduce -4.0% 21,050 $11.0M
Cercano Management LLC 0.31% New 21,048 $11.0M
Planning Alternatives Ltd. 1.80% Reduce -1.8% 20,943 $11.0M
Navis Wealth Advisors, LLC 13.13% Reduce -0.1% 20,910 $10.9M
Quent Capital, LLC 1.28% Add +4.1% 20,903 $10.9M
Titleist Asset Management, LLC 1.91% Add +5.4% 20,786 $10.9M
Marquette Associates, Inc. 7.68% Add +6.8% 20,752 $10.9M
Keeley-Teton Advisors, LLC 1.34% Add +1.9% 20,732 $10.8M
Sax Wealth Advisors, LLC 1.26% Add +2.0% 20,680 $10.8M
Foguth Wealth Management, LLC. 5.78% — 20,638 $10.8M
Prism Advisors, Inc. 3.24% Reduce -5.8% 20,630 $10.8M
First National Bank of Omaha 0.74% Add +31.6% 19,282 $10.8M
US Financial Advisors, LLC 3.72% Reduce -0.7% 20,558 $10.8M
XY Capital Ltd 9.08% Reduce -20.4% 20,535 $10.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.24% Add +7.0% 20,505 $10.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.33% Reduce -0.2% 20,498 $10.7M
Cypress Capital Group 1.28% Add +1.9% 20,496 $10.7M
Tandem Wealth Advisors LLC 5.89% Reduce -0.7% 20,627 $10.7M
Bell Bank 0.92% Reduce -2.2% 20,464 $10.7M
Marco Investment Management LLC 1.01% Add +0.0% 20,449 $10.7M
McLean Asset Management Corp 3.63% Add +2.5% 20,430 $10.6M
Cedar Brook Financial Partners, LLC 2.09% Add +23.1% 20,208 $10.6M
Cordant, Inc. 6.13% Reduce -2.2% 20,203 $10.6M
West Paces Advisors Inc. 2.78% Reduce -0.6% 20,195 $10.6M
Royal Fund Management, LLC 1.22% Add +9.9% 20,178 $10.6M
Hilltop Holdings Inc. 1.17% Add +10.4% 20,149 $10.5M
BluePointe Capital Management, LLC 7.22% Add +2.0% 20,040 $10.5M
Avestar Capital, LLC 1.21% Reduce -1.8% 20,101 $10.5M
Family Capital Management, Inc. 7.32% Reduce -3.4% 20,088 $10.5M
Good Life Advisors, LLC 0.93% Add +5.6% 20,069 $10.5M
CX Institutional 0.50% Reduce -1.2% 20,009 $10.5M
Roman Butler Fullerton & Co. 3.93% Reduce -0.3% 20,931 $10.5M
Advisor OS, LLC 1.20% Add +21.9% 19,996 $10.5M
AdvisorNet Financial, Inc 1.00% Add +3.2% 19,957 $10.4M
Tsfg, LLC 2.63% Reduce -7.3% 19,949 $10.4M
Schrum Private Wealth Management LLC 9.45% Add +12.6% 19,911 $10.4M
Ancora Advisors LLC 0.24% Reduce -9.2% 19,910 $10.4M
First Merchants Corp. 0.78% Add +3.1% 19,803 $10.4M
Destination Wealth Management 0.34% Reduce -5.1% 19,797 $10.4M
Eagle Strategies LLC 2.30% Add +19.6% 19,777 $10.3M
Godsey & Gibb, Inc. 1.08% Reduce -2.8% 19,636 $10.3M
Boxwood Ventures, Inc. 18.04% No change 19,550 $10.3M
BOS Asset Management, LLC 5.36% Add +842.3% 19,515 $10.2M
E&G Advisors, LLC 3.19% Add +7.3% 19,461 $10.2M
Union Savings Bank 5.32% Reduce -1.8% 19,459 $10.2M
MinichMacGregor Wealth Management, LLC 2.59% Reduce -2.6% 19,422 $10.1M
Rothschild Wealth LLC 3.57% — 19,386 $10.1M
Atlas Capital Advisors Inc. 1.58% Add +2.5% 19,368 $10.1M
Compagnie Lombard Odier SCmA 0.18% Reduce -3.0% 19,366 $10.1M
L.M. Kohn & Company 2.84% Add +9.1% 19,309 $10.1M
First Citizens Bank & Trust Co. 0.19% Add +57.5% 19,268 $10.1M
ICA Group Wealth Management, LLC 2.02% Add +2.6% 19,263 $10.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.32% No change 19,281 $10.1M
Zurich Insurance Group Ltd 0.09% Add +17.7% 19,339 $10.0M
Constant Guidance Financial LLC 9.24% Add +10.8% 19,465 $10.0M
KG Capital Management 3.98% Add +1.5% 19,132 $10.0M
Quintet Private Bank (Europe) S.A. 0.45% Reduce -13.4% 16,540 $10.0M
Wealth Dimensions Group, Ltd. 2.94% Reduce -0.9% 19,056 $10.0M
MidAtlantic Capital Management, Inc. 8.75% Add +0.2% 19,054 $10.0M
Banque Cantonale Vaudoise 0.39% Reduce -41.9% 19,030 $10.0M
Avantax Planning Partners, Inc. 0.32% Add +5.8% 19,016 $9.9M
Berkshire Asset Management LLC 0.53% Reduce -10.0% 19,001 $9.9M
AlphaMark Advisors, LLC 3.48% Reduce -12.6% 18,890 $9.9M
Oxler Private Wealth LLC 3.87% Add +79.1% 18,879 $9.9M
Weil Company, Inc. 3.90% Reduce -0.7% 18,806 $9.8M
GPS Wealth Strategies Group, LLC 1.59% Reduce -10.7% 18,792 $9.8M
JTC Employer Solutions Trustee Ltd 0.62% No change 18,739 $9.8M
Canopy Partners, LLC 4.79% Reduce -0.4% 18,732 $9.8M
TFO Wealth Partners, LLC 1.90% Reduce -1.4% 18,732 $9.8M
MorganRosel Wealth Management, LLC 3.50% Reduce -2.0% 18,730 $9.8M
Advisory Alpha, LLC 0.40% Add +1.4% 18,681 $9.8M
St. Johns Investment Management Company, LLC 4.68% Reduce -6.9% 18,648 $9.8M
Traction Financial Partners, LLC 7.60% Add +24.0% 18,701 $9.7M
Qalhat Capital Ltd 8.13% No change 18,585 $9.7M
NORTHSTAR ASSET MANAGEMENT Co 2.39% Add +2.2% 18,513 $9.7M
Frazier Financial Advisors, LLC 7.94% Reduce -1.1% 18,509 $9.7M
Cordatus Wealth Management LLC 7.01% Reduce -23.7% 18,489 $9.7M
GAMCO Investors 0.10% No change 18,410 $9.6M
Quadcap Wealth Management, LLC 2.19% Reduce -0.1% 18,375 $9.6M
Foresight Capital Management Advisors, Inc. 7.32% Add +1.7% 18,300 $9.6M
Mason & Associates, LLC 7.32% — 18,300 $9.6M
Van Hulzen Asset Management, LLC 0.63% Reduce -5.7% 18,270 $9.6M
Mission Creek Capital Partners, Inc. 2.48% Add +2.4% 18,261 $9.6M
RMR Wealth Builders 1.15% Add +4.0% 18,250 $9.5M
JFS Wealth Advisors, LLC 0.76% Reduce -19.2% 18,231 $9.5M
Vista Investment Partners LLC 3.28% Add +6.7% 18,221 $9.5M
Courier Capital LLC 0.69% Reduce -3.7% 18,191 $9.5M
Grove Bank & Trust 1.60% Reduce -3.0% 18,182 $9.5M
Sheaff Brock Investment Advisors, LLC 0.76% Add +6.4% 18,158 $9.5M
Citizens Business Bank 1.98% Reduce -1.1% 18,141 $9.5M
Epic Trust Investment Advisors, LLC 11.67% Add +2.8% 18,108 $9.5M
KFG Wealth Management, LLC 3.86% Add +1.5% 17,967 $9.4M
GenWealth Group, Inc. 2.37% Reduce -0.3% 17,955 $9.4M
Blueshift Asset Management, LLC 4.85% Add +99.8% 17,845 $9.3M
J. W. Coons Advisors, LLC 1.64% Reduce -0.1% 17,832 $9.3M
Principal Securities, Inc. 0.29% Add +2.1% 17,776 $9.3M
Burke & Herbert Bank & Trust Co. 7.00% Add +1.3% 17,771 $9.3M
Victory Capital Management Inc. 0.01% Reduce -43.3% 17,744 $9.3M
Aristides Capital LLC 3.96% New 17,732 $9.3M
Grandview Asset Management LLC 4.21% Add +6.0% 17,720 $9.3M
Community Bank, N.A. 1.22% Reduce -0.7% 17,705 $9.3M
One Capital Management, LLC 0.34% Add +0.7% 17,699 $9.3M
Perennial Investment Advisors, LLC 1.41% Add +0.2% 17,687 $9.3M
TTP Investments, Inc. 4.04% Add +2.1% 17,635 $9.2M
Great Lakes Advisors, LLC 0.08% Reduce -32.9% 17,633 $9.2M
Magnus Financial Group LLC 1.10% Add +6.7% 17,618 $9.2M
Financial Guidance Group, Inc. 5.97% Add +3.9% 17,567 $9.2M
Caerus Investment Advisors, LLC 8.84% Add +4.7% 17,528 $9.2M
Winthrop Capital Management, LLC 4.22% Reduce -8.5% 17,525 $9.2M
Shapiro Capital Management LLC 0.24% Reduce -81.5% 17,497 $9.2M
Pinnacle Financial Group, LLC / IL 4.01% Reduce -2.3% 17,456 $9.1M
StoneX Group Inc. 0.82% Add +30.9% 17,393 $9.1M
Principle Wealth Partners LLC 0.71% Reduce -0.3% 17,423 $9.1M
Cornell Pochily Investment Advisors, Inc. 3.61% Reduce -0.2% 17,393 $9.1M
Waterloo Capital, L.P. 1.16% Reduce -10.9% 17,390 $9.1M
Dymon Asia Capital (singapore) Pte. LTD. 10.18% Add +61.9% 17,309 $9.1M
Boothe Investment Group, Inc. 4.57% Add +0.8% 17,297 $9.0M
IronBridge Private Wealth, LLC 3.74% Reduce -2.3% 17,229 $9.0M
Lansing Street Advisors 4.04% Reduce -3.4% 17,205 $9.0M
Erste Asset Management GmbH 0.12% Reduce -0.7% 17,190 $9.0M
BlueChip Wealth Advisors LLC 5.75% Reduce -3.6% 17,039 $8.9M
Crestone Asset Management LLC 1.77% Reduce -3.5% 16,851 $8.8M
Arlington Trust Co LLC 2.26% Reduce -1.3% 16,838 $8.8M
Paragon Capital Management Ltd 1.57% Reduce -1.2% 16,835 $8.8M
Clifford Swan Investment Counsel LLC 0.33% Add +8.7% 16,806 $8.8M
Advisors Capital Management, LLC 0.16% Reduce -82.0% 16,772 $8.8M
Ellenbecker Investment Group 1.84% Add +0.1% 16,746 $8.8M
Aries Wealth Management 2.82% Add +7.6% 16,721 $8.7M
Chatham Capital Group, Inc. 1.60% Reduce -0.6% 16,712 $8.7M
Stevens Capital Management LP 1.70% New 16,700 $8.7M
Calton & Associates, Inc. 4.24% Add +1.3% 16,602 $8.7M
CWA Asset Management Group, LLC 0.53% Reduce -12.7% 16,566 $8.7M
LMG Wealth Partners, LLC 2.18% Add +0.1% 16,559 $8.7M
Bedel Financial Consulting, Inc. 1.36% Add +3.1% 16,557 $8.7M
Meritage Group LP 0.20% Reduce -82.8% 16,555 $8.7M
Relative Value Partners Group, LLC 0.54% Reduce -13.1% 17,911 $8.6M
Catalyst Financial Partners LLC 2.22% Add +30.6% 17,275 $8.6M
Next Level Private LLC 3.96% Add +7.3% 16,473 $8.6M
Lyell Wealth Management, LP 0.87% Add +16.5% 16,449 $8.6M
Pittenger & Anderson Inc. 0.35% Reduce -0.8% 16,444 $8.6M
Red Cedar Investment Management, LLC 1.07% Add +11.5% 16,414 $8.6M
Sigma Investment Counselors Inc. 0.55% Reduce -1.1% 16,398 $8.6M
Biltmore Family Office, LLC 1.69% Add +5.6% 16,336 $8.6M
SeaCrest Wealth Management, LLC 1.04% Reduce -5.0% 16,332 $8.5M
Bienville Capital Management, LLC 2.59% Reduce -0.9% 16,240 $8.5M
Smithbridge Asset Management Inc. 1.76% New 16,286 $8.5M
Plum Street Advisors, LLC 4.30% Reduce -3.0% 14,808 $8.5M
Raleigh Capital Management Inc. 3.66% Add +2.6% 16,233 $8.5M
Codex Capital, L.L.C. 4.14% No change 16,220 $8.5M
Mirabaud & Cie SA 3.01% Reduce -44.3% 16,214 $8.5M
Adams Diversified Equity Fund, Inc. 0.30% New 16,200 $8.5M
NBT Bank, N.A. 0.62% Reduce -1.4% 16,166 $8.5M
Ramiah Investment Group 7.94% Add +4.9% 16,149 $8.4M
Flagship Harbor Advisors, LLC 0.54% Reduce -13.3% 16,121 $8.4M
Zevin Asset Management LLC 1.40% Reduce -0.7% 16,092 $8.4M
Performance Wealth Partners, LLC 0.35% Reduce -2.9% 16,050 $8.4M
Global Strategic Investment Solutions, LLC 0.98% Add +0.4% 16,024 $8.4M
Strategic Family Wealth Counselors, L.L.C. 3.31% Reduce -3.0% 16,023 $8.4M
Trek Financial, LLC 0.66% Reduce -13.4% 15,949 $8.3M
Wealth Alliance, LLC 1.09% Reduce -4.2% 15,903 $8.3M
Hoese & Co LLP 7.58% Reduce -3.9% 16,348 $8.3M
Annandale Capital, LLC 1.87% Reduce -0.1% 15,803 $8.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.98% Add +48.8% 15,774 $8.3M
Van Cleef Asset Management,Inc 1.03% Add +2.9% 15,651 $8.2M
Peak Asset Management, LLC 1.62% Add +3.2% 15,644 $8.2M
Linscomb Wealth, Inc. 0.42% Reduce -1.9% 15,632 $8.2M
Tidal Investments LLC 0.14% Add +140.0% 15,561 $8.1M
Westmount Partners, LLC 2.91% Add +14.6% 15,467 $8.1M
Summit Wealth Partners, LLC 1.71% Add +0.8% 15,341 $8.0M
PCG Wealth Advisors, LLC 3.81% Add +22.6% 15,329 $8.0M
Money Concepts Capital Corp. 0.73% Add +7.5% 15,239 $8.0M
Baker Avenue Asset Management, LP 0.31% Reduce -3.5% 15,203 $8.0M
Perritt Capital Management Inc 4.28% Add +1.0% 15,154 $7.9M
ORBA Wealth Advisors, L.L.C. 4.39% Add +28.4% 15,153 $7.9M
WBH Advisory Inc. 0.81% Reduce -10.3% 15,095 $7.9M
Sandbox Financial Partners, LLC 3.31% Add +6.8% 15,085 $7.9M
Ullmann Wealth Partners Group, LLC 1.17% Add +1.9% 15,028 $7.9M
Epacria Capital Partners, LLC 5.72% No change 15,000 $7.8M
RB Capital Management, LLC 2.20% Add +0.6% 14,962 $7.8M
HBK Sorce Advisory LLC 0.28% Add +40.5% 14,951 $7.8M
Forum Financial Management, LP 0.13% Reduce -2.4% 14,939 $7.8M
Nvest Financial, LLC 5.20% Add +5.4% 14,930 $7.8M
Horizon Wealth Management, LLC 2.04% Add +7.0% 14,912 $7.8M
Washington Trust Advisors, Inc. 0.71% Reduce -0.2% 14,886 $7.8M
Quadrant Private Wealth Management, LLC 1.97% Reduce -1.6% 14,840 $7.8M
waypoint wealth counsel 6.00% Add +26.6% 14,876 $7.8M
Debussy Capital Management LP 2.26% Add +10.4% 14,899 $7.8M
Parkside Financial Bank & Trust 1.25% Add +91.6% 14,812 $7.7M
Brightwater Advisory LLC 6.20% Reduce -0.6% 14,751 $7.7M
Sage Capital Management, LLC 4.18% Add +0.1% 14,710 $7.7M
CGN Advisors LLC 0.98% Add +4.4% 14,702 $7.7M
MAS Advisors LLC 8.87% No change 14,687 $7.7M
Quattro Financial Advisors LLC 2.18% Add +2986.1% 14,659 $7.7M
Spectrum Strategic Capital Management, LLC 5.84% Reduce -8.1% 14,636 $7.7M
BTC Capital Management, Inc. 0.70% — 14,627 $7.7M
Summit Wealth & Retirement Planning, Inc. 2.72% Add +2.2% 14,597 $7.6M
Lowery Thomas, LLC 5.84% Reduce -1.2% 14,597 $7.6M
Larson Financial Group LLC 0.59% Add +49.0% 14,594 $7.6M
Washington Capital Management, Inc. 6.19% Reduce -8.7% 14,581 $7.6M
Smithfield Trust Co 0.40% Reduce -2.7% 14,567 $7.6M
Focus Partners Advisor Solutions, LLC 0.22% Add +28.0% 14,565 $7.6M
Keystone Wealth Services, LLC 2.48% Add +1.7% 14,561 $7.6M
Sound View Wealth Advisors Group, LLC 0.81% Add +44.4% 14,546 $7.6M
Concorde Asset Management, LLC 5.20% Reduce -38.1% 14,542 $7.6M
Smith & Howard Wealth Management, LLC 2.35% Add +973.8% 14,539 $7.6M
Baker Tilly Wealth Management, LLC 1.37% Reduce -27.6% 14,526 $7.6M
Farther Finance Advisors, LLC 0.46% Add +324.1% 14,484 $7.6M
Bensler, LLC 1.09% Add +9.1% 14,439 $7.6M
Howe & Rusling Inc. 0.72% Reduce -35.8% 14,422 $7.5M
Regent Peak Wealth Advisors LLC 1.92% Reduce -5.2% 14,421 $7.5M
Collective Family Office LLC 2.45% Reduce -0.2% 14,414 $7.5M
Daymark Wealth Partners, LLC 0.41% Add +0.1% 14,410 $7.5M
Objective Capital Management, LLC 5.09% Reduce -1.7% 14,403 $7.5M
Capital Advisors Wealth Management, LLC 1.56% Add +2236.2% 14,391 $7.5M
Fullerton Fund Management Co Ltd. 0.36% Add +52.1% 14,372 $7.5M
Durable Capital Partners LP 0.06% Reduce -91.3% 14,306 $7.5M
Moloney Securities Asset Management, LLC 1.13% Add +12.1% 14,273 $7.5M
Smart Money Group LLC 2.90% Reduce -8.8% 14,837 $7.4M
Zhang Financial LLC 0.55% Add +4.8% 14,176 $7.4M
Ignite Planners, LLC 2.07% Reduce -5.0% 14,157 $7.4M
FWG Holdings, LLC 3.95% Reduce -5.2% 14,176 $7.4M
Bulltick Wealth Management, LLC 1.53% Add +134.7% 14,017 $7.4M
Autumn Glory Partners, LLC 3.59% Add +5.0% 14,046 $7.3M
Wedmont Private Capital 0.54% Add +0.6% 14,131 $7.3M
WCG Wealth Advisors LLC 0.61% Reduce -69.5% 14,011 $7.3M
Peddock Capital Advisors, LLC 1.92% Add +3.1% 13,998 $7.3M
Iowa State Bank 1.62% Add +2.2% 13,954 $7.3M
First American Bank 0.55% Add +6.5% 13,943 $7.3M
Legacy Edge Advisors, LLC 1.52% Add +12.4% 13,902 $7.3M
Solano Wealth Management, Inc. 4.07% Reduce -2.8% 13,888 $7.3M
Estate Counselors, LLC 0.83% Reduce -73.1% 13,882 $7.3M
Abner Herrman & Brock LLC 0.91% Reduce -23.9% 13,882 $7.3M
State of Alaska, Department of Revenue 0.08% Reduce -64.5% 13,878 $7.3M
Colorado Capital Management, Inc. 4.20% Reduce -0.8% 13,864 $7.3M
Ascent Wealth Partners, LLC 1.08% Add +58.1% 13,864 $7.3M
Enterprise Bank & Trust Co 2.48% Reduce -0.6% 13,826 $7.2M
Blue Trust, Inc. 0.10% Add +1.6% 13,713 $7.2M
Atlas Private Wealth Management, LLC 3.01% Reduce -4.4% 13,711 $7.2M
Cannell & Spears LLC 0.15% Add +3.9% 13,705 $7.2M
Triumph Capital Management 2.92% Reduce -26.2% 13,722 $7.2M
Oxinas Partners, LLC 4.62% Add +3.6% 13,611 $7.1M
ZWJ Investment Counsel Inc. 0.32% Reduce -7.3% 13,608 $7.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.61% New 13,600 $7.1M
Castle Rock Wealth Management, LLC 1.94% Add +2.4% 14,188 $7.1M
Tilson Financial Group, Inc. 3.81% Reduce -26.1% 13,557 $7.1M
Patten Group, Inc. 1.74% Reduce -2.5% 13,515 $7.1M
Concourse Financial Group Securities, Inc. 0.46% Reduce -3.7% 13,442 $7.1M
Pioneer Trust Bank N A 1.96% Add +2.8% 13,479 $7.1M
World Investment Advisors 1.01% Reduce -78.5% 7,929 $7.0M
Veracity Capital LLC 2.73% Reduce -2.4% 13,452 $7.0M
Arcus Capital Partners, LLC 2.23% Add +23.3% 13,445 $7.0M
Columbia Asset Management 1.42% No change 14,780 $7.0M
Hartline Investment Corp./ 1.23% New 13,376 $7.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.23% Add +1.6% 13,376 $7.0M
Atlas Private Wealth Advisors 2.34% Reduce -87.4% 13,362 $7.0M
Waypoint Capital Advisors, LLC 1.83% Reduce -0.5% 13,353 $7.0M
Capital Wealth Management, LLC 3.34% Add +6.4% 13,344 $7.0M
CRA Financial Services, LLC 1.52% Add +1.9% 13,342 $7.0M
St. Louis Financial Planners Asset Management, LLC 6.27% New 13,427 $7.0M
Capital World Investors 0.00% Reduce -13.1% 13,327 $7.0M
Davies Financial Advisors, Inc. 7.11% — 13,311 $7.0M
Cypress Wealth Services, LLC 1.62% Reduce -13.7% 13,306 $7.0M
Peoples Bank 3.88% Reduce -1.3% 13,299 $7.0M
IRON Financial LLC 3.87% Reduce -3.4% 13,279 $6.9M
Mather Group, Llc. 0.11% Reduce -22.0% 14,555 $6.9M
Nelson Capital Management, LLC 1.32% Add +6.6% 13,214 $6.9M
Oliver Luxxe Assets LLC 1.45% Reduce -3.1% 13,208 $6.9M
CMG Global Holdings, LLC 4.74% Add +1.1% 13,195 $6.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Add +48.1% 13,797 $6.9M
Cyndeo Wealth Partners, LLC 0.57% Reduce -0.6% 13,158 $6.9M
Bank of New Hampshire 1.81% Reduce -9.7% 13,151 $6.9M
Motiv8 Investments LLC 5.34% Add +4.6% 13,133 $6.9M
Adero Partners, LLC 0.52% Reduce -1.2% 13,112 $6.9M
FAS Wealth Partners, Inc. 0.61% Add +2.7% 13,096 $6.8M
Legacy PCG, LLC 4.30% Reduce -3.5% 13,088 $6.8M
Audent Global Asset Management, LLC 6.99% Add +2.8% 13,061 $6.8M
Aspire Capital Advisors LLC 2.30% Reduce -3.1% 13,053 $6.8M
Market Street Wealth Management Advisors LLC 1.19% Reduce -4.1% 12,988 $6.8M
Corundum Group, Inc. 3.28% Reduce -2.4% 12,987 $6.8M
Ashford Capital Management Inc. 0.92% Reduce -2.5% 12,984 $6.8M
Pallas Capital Advisors LLC 0.28% Reduce -2.8% 12,978 $6.8M
Lionsbridge Wealth Management LLC 5.25% Add +32.1% 12,968 $6.8M
Rockingstone Advisors LLC 3.50% Add +3.1% 12,964 $6.8M
Vontobel Asset Management Inc. 0.04% No change 12,843 $6.7M
Strategy Asset Managers LLC 1.44% Reduce -33.8% 12,832 $6.7M
Pettinga Financial Advisors LLC 1.71% Reduce -0.8% 12,796 $6.7M
Carret Asset Management, LLC 0.79% Reduce -0.8% 12,780 $6.7M
Calamos Advisors LLC 0.05% Reduce -5.6% 12,775 $6.7M
Nicolet Advisory Services, LLC 0.68% Reduce -13.3% 12,861 $6.7M
Grey Ledge Advisors, LLC 1.88% Reduce -6.4% 12,740 $6.7M
Arrow Financial Corp 0.66% Reduce -16.6% 12,733 $6.7M
Clear Creek Financial Management, LLC 0.85% Add +10.0% 12,721 $6.7M
MassMutual Private Wealth & Trust, FSB 0.21% Reduce -72.4% 12,687 $6.6M
Meritage Portfolio Management 0.42% Reduce -2.4% 12,669 $6.6M
Glassman Wealth Services 1.34% Reduce -2.7% 12,661 $6.6M
Sitrin Capital Management LLC 3.61% Reduce -3.9% 12,641 $6.6M
Obermeyer Wealth Partners 0.39% Reduce -3.0% 12,635 $6.6M
One Day In July LLC 0.88% Add +2.2% 12,618 $6.6M
Sage Mountain Advisors LLC 0.69% Add +0.3% 12,610 $6.6M
Element Wealth, LLC 3.84% Reduce -2.5% 12,549 $6.6M
Voya Investment Management LLC 0.01% Reduce -0.9% 12,543 $6.6M
Krilogy Financial LLC 0.50% Reduce -6.6% 12,505 $6.5M
Savoie Capital LLC 0.91% Add +1.6% 12,503 $6.5M
Private Client Services, LLC 4.39% Add +64.6% 12,492 $6.5M
Operose Advisors LLC 2.20% Reduce -0.6% 12,461 $6.5M
Kolinsky Wealth Management, LLC 4.96% Add +0.8% 12,412 $6.5M
Symmetry Investments LP 0.68% Reduce -74.0% 12,400 $6.5M
DBK Financial Counsel, LLC 6.80% Reduce -2.5% 12,387 $6.5M
Badgley Phelps Wealth Managers, LLC 0.16% Reduce -2.1% 12,327 $6.5M
Great Diamond Partners, LLC 1.48% Reduce -27.4% 12,318 $6.4M
Port Capital LLC 0.32% Add +3.3% 12,310 $6.4M
RFG Advisory, LLC 0.22% Reduce -50.1% 12,297 $6.4M
Westwind Capital 1.63% Reduce -0.9% 12,285 $6.4M
Cornerstone Advisors Asset Management, LLC 2.26% Reduce -14.2% 12,283 $6.4M
E Fund Management (Hong Kong) Co., Ltd. 4.20% Add +42.5% 12,262 $6.4M
E Fund Management Co., Ltd. 0.40% Add +42.5% 12,262 $6.4M
Avity Investment Management Inc. 0.53% Reduce -1.2% 12,245 $6.4M
Sunbelt Securities, Inc. 0.71% Reduce -0.4% 12,243 $6.4M
World Equity Group, Inc. 1.31% Reduce -5.9% 12,217 $6.4M
CPC Advisors, LLC 1.09% Add +153.6% 12,216 $6.4M
Cliffwater LLC 1.72% No change 12,204 $6.4M
Beach Investment Counsel Inc. 0.79% No change 13,410 $6.4M
Invenio Wealth Partners LLC 3.43% Reduce -6.5% 12,167 $6.4M
West Bancorporation Inc. 4.18% Reduce -3.2% 12,153 $6.4M
Dohj, LLC 1.68% Add +4.7% 12,094 $6.3M
CFM Wealth Partners LLC 1.27% Add +15.1% 12,094 $6.3M
Latitude Advisors, LLC 3.95% Reduce -8.1% 12,084 $6.3M
Old North State Trust, LLC 5.33% — 12,049 $6.3M
Bar Harbor Wealth Management 0.42% Add +27.0% 12,035 $6.3M
First City Capital Management, Inc. 3.48% Add +0.0% 12,027 $6.3M
&partners 0.87% Add +179.9% 12,093 $6.3M
Boston Mountain Money Management Inc. 4.29% — 11,984 $6.3M
Walkner Condon Financial Advisors LLC 1.33% Reduce -27.9% 11,978 $6.3M
Vishria Bird Financial Group, LLC 2.68% Reduce -0.4% 11,950 $6.3M
Farmers & Merchants Investments Inc. 0.21% Add +0.7% 11,942 $6.2M
REDW Wealth LLC 1.68% Reduce -1.2% 11,941 $6.2M
X-Square Capital, LLC 2.95% Add +9.4% 12,388 $6.2M
Cozad Asset Management Inc. 0.64% Reduce -11.4% 11,799 $6.2M
Shoker Investment Counsel, Inc. 2.20% Reduce -2.3% 11,791 $6.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +2.4% 11,741 $6.1M
Monument Capital Management 1.76% Reduce -69.1% 11,688 $6.1M
Cubist Systematic Strategies, LLC 0.07% New 11,628 $6.1M
MGB Wealth Management, LLC 2.47% Add +3.7% 11,615 $6.1M
Cary Street Partners Asset Management LLC 0.94% Reduce -17.2% 11,594 $6.1M
Schorn Wealth LLC 2.29% Add +5.0% 11,582 $6.1M
Fortitude Advisory Group L.L.C. 3.41% Add +1.2% 11,543 $6.0M
Private Portfolio Partners LLC 1.25% Add +0.0% 11,475 $6.0M
Ferguson Wellman Capital Management, Inc. 0.12% Add +2.0% 11,460 $6.0M
Venturi Wealth Management, LLC 0.39% Reduce -2.1% 11,460 $6.0M
OmniStar Financial Group, Inc. 5.47% New 11,423 $6.0M
Florida Financial Advisors, LLC 4.39% Add +2.5% 11,422 $6.0M
Bragg Financial Advisors, Inc 0.27% Reduce -2.3% 11,420 $6.0M
Armbruster Capital Management, Inc. 1.27% Reduce -2.1% 11,406 $6.0M
JDM Financial Group LLC 4.32% Reduce -0.9% 11,339 $5.9M
Virtue Capital Management, LLC 1.07% Add +126.3% 11,562 $5.9M
Oder Investment Management, LLC 5.50% Reduce -0.6% 11,289 $5.9M
QRG Capital Management, Inc. 0.07% Add +14.4% 11,289 $5.9M
Guidance Point Advisors, LLC 2.00% Add +26.5% 11,280 $5.9M
Sierra Capital LLC 0.77% Reduce -21.1% 11,284 $5.9M
Amplius Wealth Advisors, LLC 0.66% Reduce -7.3% 11,282 $5.9M
HTLF Bank 0.68% Add +0.3% 11,274 $5.9M
Guardian Capital Advisors LP 0.63% Add +0.9% 11,763 $5.9M
Ellevest, Inc. 0.37% Add +0.6% 11,254 $5.9M
Insight Advisors, LLC/ PA 1.14% Add +6.9% 11,250 $5.9M
Trust Co. of Vermont 0.33% Reduce -9.6% 11,229 $5.9M
Rappaport Reiches Capital Management, LLC 1.83% Add +0.8% 11,190 $5.9M
Gratus Wealth Advisors, LLC 1.07% Add +1.3% 11,713 $5.9M
Norden Group LLC 1.19% Add +49.4% 11,181 $5.8M
Creative Financial Designs Inc. 0.55% Add +4.4% 11,166 $5.8M
Broderick Brian C 1.25% No change 11,162 $5.8M
Aveo Capital Partners, LLC 0.63% Reduce -6.5% 11,379 $5.8M
Brooklyn Investment Group 2.49% Reduce -13.7% 11,100 $5.8M
Cantor Fitzgerald Investment Advisors L.P. 0.43% Reduce -0.1% 11,062 $5.8M
Well Done, LLC 1.14% Reduce -0.6% 11,055 $5.8M
Three Seasons Wealth, LLC 4.04% Add +2008.2% 11,110 $5.8M
Etesian Wealth Advisors, Inc. 3.32% Reduce -0.8% 11,051 $5.8M
TL Private Wealth 2.84% Reduce -7.8% 11,083 $5.8M
Alta Wealth Advisors LLC 2.92% Add +8.1% 10,990 $5.7M
Intact Investment Management Inc. 0.23% No change 10,985 $5.7M
WorthPointe, LLC 2.89% Reduce -4.9% 10,983 $5.7M
Total Clarity Wealth Management, Inc. 1.99% Add +4.3% 10,937 $5.7M
Jupiter Wealth Management LLC 3.03% Add +4.8% 11,057 $5.7M
High Net Worth Advisory Group LLC 1.80% Add +98.9% 10,928 $5.7M
Fiducient Advisors LLC 1.13% Add +217.1% 10,917 $5.7M
Sabal Trust CO 0.33% Reduce -1.5% 10,910 $5.7M
Second Half Financial Partners, LLC 2.54% Add +25.1% 10,902 $5.7M
Aureus Asset Management, LLC 0.39% Add +7.7% 10,898 $5.7M
EverSource Wealth Advisors, LLC 0.45% Add +36.3% 11,351 $5.7M
Stephen J. Garry & Associates, LLC 5.87% Add +3.2% 10,855 $5.7M
Fox Run Management, L.L.C. 1.22% Add +21.2% 10,848 $5.7M
American Institute for Advanced Investment Management, LLP 4.49% Reduce -3.7% 10,847 $5.7M
Samalin Investment Counsel, LLC 2.69% Add +6.1% 10,795 $5.6M
Windsor Capital Management, LLC 1.73% Reduce -1.7% 10,638 $5.6M
Coordinated Financial Services, Inc. 4.92% — 10,626 $5.6M
McAlister, Sweet & Associates, Inc. 4.36% Add +0.5% 10,617 $5.6M
CIC Wealth, LLC 1.62% Add +5.7% 10,615 $5.6M
DDD Partners, LLC 0.68% Reduce -83.4% 10,608 $5.5M
Stonehage Fleming Financial Services Holdings Ltd 0.35% Add +199.2% 13,532 $5.5M
Rebalance, LLC 0.45% Add +0.6% 10,564 $5.5M
Covenant Asset Management, LLC 1.34% Add +9.8% 10,512 $5.5M
LBMC Investment Advisors, LLC 0.48% Add +0.5% 10,498 $5.5M
Pinnacle Bancorp, Inc. 1.62% Add +0.2% 10,494 $5.5M
Per Stirling Capital Management, LLC. 0.92% Add +0.4% 10,483 $5.5M
Annex Advisory Services, LLC 0.19% Add +16.2% 10,468 $5.5M
Hoylecohen, LLC 0.42% Add +4.5% 10,460 $5.5M
LCNB Corp. 1.98% Reduce -0.2% 10,459 $5.5M
American Trust 0.46% Reduce -8.4% 10,449 $5.5M
KKM Financial LLC 2.66% Reduce -4.4% 10,439 $5.5M
Halpern Financial, Inc. 1.58% Reduce -3.7% 10,504 $5.5M
Arkansas Financial Group, Inc. 0.96% Reduce -1.7% 10,420 $5.5M
Novak & Powell Financial Services, Inc. 4.07% Add +0.6% 10,401 $5.4M
Seelaus Asset Management LLC 5.57% Reduce -4.9% 10,399 $5.4M
White Pine Capital LLC 2.07% Add +5.2% 10,830 $5.4M
Auxano Advisors, LLC 1.58% Add +14.1% 10,382 $5.4M
Power Wealth Management LLC 3.40% Reduce -0.5% 10,363 $5.4M
Garde Capital, Inc. 0.38% Add +2.9% 10,336 $5.4M
Vista Capital Partners, Inc. 0.67% Reduce -2.9% 10,280 $5.4M
Drexel Morgan & Co. 1.10% Add +0.4% 10,236 $5.4M
Old Second National Bank of Aurora 1.39% Reduce -10.4% 10,198 $5.3M
Legacy Wealth Management, LLC 0.39% Add +18.6% 10,169 $5.3M
Certified Advisory Corp 0.74% Add +7.0% 10,145 $5.3M
Absolute Capital Management, LLC 3.39% Add +609.7% 10,141 $5.3M
Founders Capital Management 3.58% Add +1.2% 10,134 $5.3M
PGIM Custom Harvest LLC 0.13% Add +33.5% 10,128 $5.3M
Destiny Wealth Partners, LLC 0.95% Add +21.6% 10,114 $5.3M
Weaver Capital Management LLC 1.51% Reduce -60.0% 10,113 $5.3M
Blue Fin Capital, Inc. 1.18% Reduce -0.5% 10,112 $5.3M
Morris Financial Concepts, Inc. 2.71% Add +0.0% 10,111 $5.3M
Roundview Capital LLC 0.43% Add +2.3% 10,084 $5.3M
Addison Capital Co 2.62% Add +299.5% 10,080 $5.3M
Camelot Technology Advisors, Inc. 4.88% Reduce -0.8% 10,067 $5.3M
SL Advisors, LLC 10.34% Reduce -6.9% 10,042 $5.3M
Pacific Financial Group Inc. 3.62% Add +0.7% 10,035 $5.2M
Laird Norton Wetherby Trust Company, LLC 0.71% No change 10,000 $5.2M
Central Valley Advisors, LLC 2.71% Reduce -0.8% 10,027 $5.2M
American National Bank & Trust 0.69% Reduce -3.6% 10,027 $5.2M
Providence First Trust Co 2.27% Reduce -2.1% 10,020 $5.2M
Burns J W & Co. Inc. 0.73% Add +0.9% 10,010 $5.2M
Point72 Italy, S.r.l. 2.15% New 10,000 $5.2M
Valmark Advisers, Inc. 0.09% Add +5.8% 10,000 $5.2M
Kanawha Capital Management LLC 0.42% Add +0.7% 9,977 $5.2M
Tidemark, LLC 2.91% Reduce -20.3% 9,964 $5.2M
Fusion Family Wealth, LLC 0.54% Reduce -0.9% 9,925 $5.2M
Foster Victor Wealth Advisors, LLC 0.47% Reduce -13.4% 10,017 $5.2M
Syntax Research, Inc. 3.96% Add +0.3% 9,913 $5.2M
Stevard, LLC 4.66% Reduce -0.9% 9,893 $5.2M
Naples Global Advisors, LLC 0.53% Reduce -24.2% 9,862 $5.2M
Truepoint, Inc. 0.15% Add +23.4% 9,873 $5.2M
Signify Wealth 8.55% Add +11.2% 9,860 $5.2M
Coppell Advisory Solutions Corp. 0.97% — 9,833 $5.1M
Clare Market Investments LLC 1.60% Add +6.2% 9,822 $5.1M
Defined Wealth Management, LLC 3.69% Reduce -0.2% 9,817 $5.1M
Round Rock Advisors LLC 1.23% Reduce -1.3% 9,814 $5.1M
Emfo, LLC 4.70% Add +3.3% 9,813 $5.1M
Kearns & Associates LLC 3.98% Reduce -1.0% 9,813 $5.1M
Orca Investment Management, LLC 4.80% Reduce -5.5% 9,811 $5.1M
United Asset Strategies, Inc. 0.51% Reduce -7.2% 9,809 $5.1M
TCI Wealth Advisors, Inc. 0.50% Reduce -0.7% 9,776 $5.1M
Capital Investment Advisory Services, LLC 0.55% Reduce -1.5% 9,776 $5.1M
First Financial Bankshares Inc 0.11% No change 9,749 $5.1M
Intrua Financial, LLC 0.79% Reduce -40.4% 9,713 $5.1M
Clarity Financial LLC 0.79% Reduce -6.0% 9,692 $5.1M
Imprint Wealth LLC 1.22% New 9,659 $5.0M
Bison Wealth, LLC 0.82% Add +0.6% 9,629 $5.0M
S.A. Mason LLC 3.02% Reduce -1.7% 9,614 $5.0M
Rockland Trust Co. 0.26% Add +1.4% 9,610 $5.0M
Founders Financial Alliance, LLC 1.51% Add +2.5% 9,593 $5.0M
John W. Brooker & Co., CPAs 2.69% Reduce -0.1% 9,581 $5.0M
Centennial Bank 2.56% Add +1.5% 9,575 $5.0M
Burney Co./ 0.19% Add +30.1% 9,574 $5.0M
Nisa Investment Advisors, LLC 0.03% New 9,518 $5.0M
Roberts Glore & Co. Inc. 1.49% Reduce -1.5% 9,530 $5.0M
M.D. Sass, LLC 0.59% No change 9,520 $5.0M
Unionview, LLC 4.12% Reduce -0.1% 9,516 $5.0M
Zimmer Partners, LP 0.11% New 9,500 $5.0M
JFG Wealth Management, LLC 1.33% Add +139.5% 9,497 $5.0M
Private Capital Management, LLC 0.56% Add +0.2% 9,487 $5.0M
Graves Light Lenhart Wealth, Inc. 0.57% Reduce -4.8% 9,484 $5.0M
Perennial Advisors, LLC 1.15% Reduce -59.2% 9,457 $4.9M
Ledyard National Bank 0.48% Reduce -0.1% 9,450 $4.9M
Private Ocean, LLC 0.52% Reduce -5.4% 9,433 $4.9M
Cassaday & Co Wealth Management LLC 0.16% Add +5.1% 9,392 $4.9M
Hohimer Wealth Management, LLC 1.15% Add +13.6% 9,367 $4.9M
Madison Park Capital Advisors, LLC 4.27% Reduce -1.1% 9,355 $4.9M
True North Advisors, LLC 1.35% Reduce -4.8% 9,348 $4.9M
Murphy, Middleton, Hinkle & Parker, Inc. 2.84% Add +0.1% 9,321 $4.9M
Cypress Financial Planning LLC 2.23% Add +1.0% 9,307 $4.9M
LRI Investments, LLC 1.23% — 9,302 $4.9M
First County Bank 2.38% Reduce -58.4% 9,291 $4.9M
Bay Rivers Group 2.67% Reduce -1.8% 9,281 $4.9M
MTM Investment Management, LLC 2.00% Add +1.9% 9,258 $4.8M
Harbor Investment Advisory, LLC 0.51% Add +7.0% 9,251 $4.8M
International Private Wealth Advisors LLC 9.31% Reduce -32.0% 9,220 $4.8M
Fogel Capital Management, Inc. 2.83% Add +1.9% 9,398 $4.8M
Journey Advisory Group, LLC 0.59% Reduce -1.8% 9,183 $4.8M
Millington Financial Advisors, LLC 3.42% Reduce -0.2% 9,166 $4.8M
B & T Capital Management DBA Alpha Capital Management 0.93% Add +1.5% 9,119 $4.8M
Leverty Financial Group, LLC 2.84% Reduce -1.3% 9,104 $4.8M
Zions Bancorporation, N.A. 0.35% Reduce -3.5% 9,082 $4.8M
WPWealth LLP 1.23% Add +2.0% 9,066 $4.7M
Moneda S.A. Administradora General de Fondos 2.66% Reduce -4.9% 9,059 $4.7M
Chapin Davis, Inc. 1.73% Reduce -14.8% 9,050 $4.7M
Harvest Investment Services, LLC 1.90% Reduce -2.2% 9,018 $4.7M
Wick Capital Partners, LLC 4.57% Add +23.4% 9,004 $4.7M
Aspen Wealth Management LLC 1.82% Reduce -2.6% 8,997 $4.7M
Invst, LLC 0.56% Add +4.5% 8,999 $4.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.29% Reduce -1.5% 8,977 $4.7M
Nikulski Financial, Inc. 1.55% Reduce -1.9% 8,945 $4.7M
Ziegler Capital Management, LLC 0.18% Reduce -0.7% 8,932 $4.7M
Garden State Investment Advisory Services LLC 1.71% Add +3.1% 8,915 $4.7M
First American Trust, FSB 0.49% Add +107.3% 8,902 $4.7M
Key Client Fiduciary Advisors, LLC 2.47% Add +0.6% 8,899 $4.7M
Guyasuta Investment Advisors Inc. 0.34% No change 9,776 $4.6M
Rehmann Capital Advisory Group 0.35% Add +3.9% 8,882 $4.6M
Luminvest Wealth Management LLC 2.91% No change 8,106 $4.6M
Breakwater Investment Management 2.13% — 8,833 $4.6M
Turtle Creek Wealth Advisors, LLC 1.13% No change 8,824 $4.6M
Wimmer Associates 1, LLC 2.43% Reduce -1.8% 8,823 $4.6M
Herbst Group, LLC 2.85% Reduce -1.3% 8,790 $4.6M
Bridge Advisory, LLC 2.28% Add +1.3% 8,789 $4.6M
Sightline Wealth Advisors, LLC 3.03% Add +1.4% 8,787 $4.6M
Colony Family Offices, LLC 1.48% Add +0.1% 8,739 $4.6M
Charter Oak Capital Management, LLC 0.49% Reduce -0.8% 8,755 $4.6M
Signature Estate & Investment Advisors LLC 0.13% Reduce -71.7% 8,744 $4.6M
Sandy Cove Advisors, LLC 2.11% Add +0.3% 8,736 $4.6M
Loudon Investment Management, LLC 2.62% Add +1.4% 8,734 $4.6M
Lockerman Financial Group, Inc. 8.73% Reduce -1.1% 8,731 $4.6M
Peregrine Asset Advisers, Inc. 1.82% No change 8,699 $4.6M
Vienna Asset Management LLC 4.15% Add +0.2% 8,692 $4.5M
American Century Companies Inc. 0.00% Add +123.3% 8,675 $4.5M
Twin Peaks Wealth Advisors, LLC 2.52% Add +9.0% 8,672 $4.5M
Innova Wealth Partners 3.50% Reduce -46.6% 8,662 $4.5M
GSG Advisors LLC 1.66% Add +0.8% 8,705 $4.5M
Marietta Wealth Management, LLC 0.75% Add +12.9% 8,642 $4.5M
Baron Wealth Management LLC 2.40% Reduce -0.1% 8,641 $4.5M
Austin Private Wealth, LLC 0.52% Add +23.4% 8,701 $4.5M
Sage Rhino Capital LLC 1.07% Add +0.3% 8,630 $4.5M
My Personal CFO, LLC 2.60% Add +0.4% 8,610 $4.5M
Apella Capital, LLC 0.23% Add +0.1% 8,661 $4.5M
Keeler & Nadler Financial Planning & Wealth Management 2.70% Add +31.7% 8,582 $4.5M
Aurora Private Wealth, Inc. 3.88% Add +0.0% 8,595 $4.5M
Nuveen Asset Management, LLC 0.00% Add +90.2% 8,557 $4.5M
Ghisallo Capital Management LLC 0.57% Reduce -76.7% 8,560 $4.5M
Steph & Co. 1.54% No change 8,552 $4.5M
Strategic Investment Management, LLC 3.43% Reduce -9.4% 8,800 $4.5M
Apriem Advisors 0.56% Reduce -69.5% 8,549 $4.5M
RKL Wealth Management LLC 0.44% Reduce -0.2% 8,520 $4.5M
Wealthstream Advisors, Inc. 1.69% Reduce -2.1% 8,502 $4.4M
RDST Capital LLC 1.11% Add +48.9% 8,500 $4.4M
Omega Financial Group, LLC 1.82% Reduce -0.5% 8,498 $4.4M
Peachtree Investment Partners, LLC 1.79% Reduce -1.0% 8,463 $4.4M
Little House Capital LLC 1.46% Reduce -37.3% 8,449 $4.4M
Atlas Brown,Inc. 1.61% Add +5.4% 8,438 $4.4M
Evernest Financial Advisors, LLC 2.08% Add +1.8% 8,894 $4.4M
Tower View Wealth Management LLC 2.56% Reduce -0.5% 8,380 $4.4M
Braun Stacey Associates Inc. 0.17% Reduce -1.3% 8,353 $4.4M
Juncture Wealth Strategies, LLC 1.88% Reduce -1.9% 8,344 $4.4M
Brown Shipley& Co Ltd 1.36% Reduce -10.5% 8,292 $4.3M
Ameraudi Asset Management, Inc. 2.02% Reduce -28.6% 8,280 $4.3M
Two Point Capital Management, Inc. 1.78% Add +1314.5% 8,261 $4.3M
Householder Group Estate & Retirement Specialist, LLC 1.29% Add +6.6% 8,256 $4.3M
McDonald Partners LLC 1.19% Reduce -2.1% 8,256 $4.3M
Weinberger Asset Management, Inc 2.08% Reduce -0.8% 8,251 $4.3M
NWK Group, Inc. 2.02% Reduce -1.3% 8,245 $4.3M
Waddell & Associates, LLC 0.58% Reduce -27.7% 8,241 $4.3M
Tritonpoint Wealth, LLC 0.45% Reduce -2.1% 8,817 $4.3M
MetLife Inc 39.56% Add +0.5% 8,177 $4.3M
Sharp Wealth Advisory, LLC 3.98% Add +14.7% 8,181 $4.3M
Fayez Sarofim & Co 0.01% Add +50.9% 8,180 $4.3M
Savior LLC 22.94% Reduce -0.7% 8,170 $4.3M
TruWealth Advisors, LLC 0.30% Reduce -0.4% 8,166 $4.3M
Black Swift Group, LLC 1.09% Reduce -18.3% 8,165 $4.3M
Cherrydale Wealth Management, LLC 2.00% Add +0.4% 8,158 $4.3M
Abel Hall, LLC 3.19% No change 8,148 $4.3M
Independent Advisor Alliance 0.15% Add +3.9% 8,128 $4.3M
Laraway Financial Advisors Inc 3.75% Reduce -0.4% 8,127 $4.3M
CM Wealth Advisors LLC 1.21% New 8,166 $4.2M
Marvin & Palmer Associates Inc. 4.18% Reduce -4.8% 8,053 $4.2M
Cohen & Steers, Inc. 0.01% No change 8,047 $4.2M
Regis Acquisition Inc. 2.56% No change 8,035 $4.2M
Pegasus Asset Management, Inc. 1.31% Reduce -0.6% 8,035 $4.2M
Avalon Trust Co 0.34% No change 8,035 $4.2M
Moneywise, Inc. 2.28% Add +207.4% 8,020 $4.2M
Madison Wealth Partners, Inc 1.51% Reduce -0.9% 8,006 $4.2M
WMS Partners, LLC 0.29% Add +0.8% 7,988 $4.2M
United Bank 0.50% Reduce -1.5% 7,981 $4.2M
Leo Wealth, LLC 0.43% Add +2.6% 7,978 $4.2M
Levin Capital Strategies, L.P. 0.42% Add +0.1% 7,967 $4.2M
Ridgecrest Wealth Partners, LLC 2.48% Reduce -1.3% 7,965 $4.2M
Jackson Hole Capital Partners, LLC 0.95% No change 7,964 $4.2M
Goldstone Financial Group, LLC 0.96% Reduce -2.6% 7,962 $4.2M
Family Legacy, Inc. 1.49% Reduce -0.8% 7,934 $4.2M
Catalyst Private Wealth, LLC 2.17% Reduce -1.3% 7,913 $4.1M
Cohen Capital Management, Inc. 0.73% Add +0.0% 7,907 $4.1M
Personal Cfo Solutions, LLC 0.64% Reduce -1.6% 7,878 $4.1M
Single Point Partners, LLC 0.96% Reduce -0.3% 7,861 $4.1M
Tompkins Financial Corp. 0.46% Reduce -0.6% 7,842 $4.1M
Delta Investment Management, LLC 0.93% Add +0.5% 7,839 $4.1M
Chesapeake Wealth Management 1.49% Reduce -2.1% 7,825 $4.1M
Beam Wealth Advisors, Inc. 2.45% Add +43.9% 7,803 $4.1M
Private Wealth Partners, LLC 0.33% Reduce -0.1% 7,802 $4.1M
Long Run Wealth Advisors, LLC 1.07% Reduce -2.1% 7,780 $4.1M
ELCO Management Co., LLC 2.48% Add +0.9% 7,772 $4.1M
ForthRight Wealth Management, LLC 1.46% Reduce -0.2% 7,768 $4.1M
MIdWestOne Financial Group, Inc. 0.73% Add +2.8% 7,768 $4.1M
Schaper Benz & Wise Investment Counsel Inc. 0.34% Reduce -0.8% 7,737 $4.0M
McAdam, LLC 0.26% Add +7.4% 7,669 $4.0M
Ranch Capital Advisors Inc. 2.16% Add +0.4% 7,640 $4.0M
Pinnacle Wealth Planning Services, Inc. 0.59% Add +1.0% 7,648 $4.0M
NWF Advisory Services Inc. 0.67% Reduce -22.2% 7,647 $4.0M
Tanglewood Legacy Advisors, LLC 1.96% Add +0.6% 7,617 $4.0M
Inspire Trust Co, N.A. 2.22% Reduce -61.7% 7,597 $4.0M
Castleview Partners, LLC 2.22% Add +3.8% 7,595 $4.0M
Raffa Wealth Management, LLC 1.18% Reduce -1.3% 7,593 $4.0M
WealthTrust Asset Management, LLC 3.02% Reduce -20.2% 7,581 $4.0M
BCM Advisors, LLC 1.00% No change 7,776 $3.9M
Meridian Investment Counsel Inc. 1.30% Reduce -0.4% 7,503 $3.9M
Paloma Partners Management Co 0.82% Reduce -84.0% 7,496 $3.9M
Mosaic Family Wealth Partners, LLC 0.65% Add +9.6% 7,495 $3.9M
Almanack Investment Partners, LLC. 0.67% Add +1.7% 7,490 $3.9M
Alley Investment Management Company, LLC 0.54% Reduce -1.4% 7,471 $3.9M
Madden Advisory Services, Inc. 2.06% Reduce -2.2% 7,456 $3.9M
Tyler-Stone Wealth Management 1.73% Add +3.8% 7,441 $3.9M
Asset Allocation Strategies LLC 1.37% Reduce -1.8% 7,438 $3.9M
Donaldson Capital Management, LLC 0.16% Add +4.2% 7,435 $3.9M
Waycross Investment Management Co 3.62% Reduce -3.9% 7,435 $3.9M
Twin Lakes Capital Management, LLC 2.63% Add +0.3% 7,432 $3.9M
EPIQ Capital Group, LLC 1.55% Add +3.5% 7,404 $3.9M
Mengis Capital Management, Inc. 0.60% Add +0.3% 7,380 $3.9M
Paradigm, Strategies in Wealth Management, LLC 2.38% Add +0.0% 7,365 $3.9M
Acorn Financial Advisory Services Inc. 0.72% Add +0.1% 7,329 $3.8M
Resolute Wealth Strategies, LLC 2.32% Add +0.2% 7,328 $3.8M
Verus Capital Partners, LLC 0.42% Add +17.6% 7,321 $3.8M
Hamilton Point Investment Advisors, LLC 0.75% Reduce -12.8% 7,289 $3.8M
Vanguard Personalized Indexing Management, LLC 0.08% Add +7.3% 7,295 $3.8M
Arrowroot Family Office, LLC 2.44% Add +0.2% 7,294 $3.8M
Sather Financial Group Inc 0.27% Add +213.9% 7,280 $3.8M
Barrett & Company, Inc. 1.80% Add +10.4% 7,268 $3.8M
Evergreen Advisors, LLC 1.16% Reduce -5.5% 7,262 $3.8M
Baldwin Investment Management, LLC 0.51% No change 7,235 $3.8M
Boston Trust Walden Corp 0.03% Add +3.0% 7,215 $3.8M
Revisor Wealth Management LLC 1.70% Reduce -21.6% 7,927 $3.8M
Outlook Wealth Advisors, LLC 1.16% Reduce -3.5% 7,200 $3.8M
Empowered Funds, LLC 0.07% New 7,185 $3.8M
AlphaStar Capital Management, LLC 0.39% Add +4.3% 7,174 $3.8M
Callan Capital, LLC 0.33% No change 7,150 $3.7M
Inspirion Wealth Advisors, LLC 0.62% Reduce -0.2% 7,146 $3.7M
First United Bank & Trust 1.38% Reduce -2.6% 7,144 $3.7M
Phillips Financial Management, LLC 0.31% Reduce -0.4% 7,135 $3.7M
Asset Dedication, LLC 0.28% Add +0.4% 7,127 $3.7M
Northwest Bancshares, Inc. 0.59% Reduce -1.9% 7,107 $3.7M
Forbes Financial Planning, Inc. 3.20% Add +2.9% 7,101 $3.7M
Ameliora Wealth Management Ltd. 1.68% Add +22.5% 7,079 $3.7M
Beacon Financial Advisory LLC 1.80% Reduce -4.9% 7,077 $3.7M
Opal Wealth Advisors, LLC 1.26% Reduce -1.8% 7,076 $3.7M
Sterneck Capital Management, LLC 2.21% Add +1.5% 7,067 $3.7M
Bray Capital Advisors 0.94% Reduce -2.6% 7,058 $3.7M
Woodstock Corp. 0.38% Reduce -1.8% 7,043 $3.7M
Alterna Wealth Management, Inc. 2.98% Add +88.2% 7,042 $3.7M
Blueprint Investment Partners LLC 0.73% Add +1.4% 7,041 $3.7M
Boston Research & Management Inc. 0.91% Reduce -1.7% 7,008 $3.7M
DHJJ Financial Advisors, Ltd. 1.62% Reduce -2.5% 7,006 $3.7M
Cascade Financial Partners, LLC 0.53% — 7,167 $3.7M
Pictet North America Advisors SA 0.41% Reduce -11.4% 6,987 $3.7M
Signature Wealth Management Partners, LLC 2.97% Add +1.4% 6,980 $3.7M
Manhattan West Asset Management, LLC 0.88% Add +89.7% 6,976 $3.6M
Granite Bay Wealth Management, LLC 2.07% Reduce -99.5% 6,975 $3.6M
Gemmer Asset Management LLC 0.42% Reduce -26.9% 6,974 $3.6M
SC&H Financial Advisors, Inc. 0.95% Add +6.1% 6,954 $3.6M
Joseph P. Lucia & Associates, LLC 1.95% Add +7.7% 6,949 $3.6M
1900 Wealth Management LLC 0.33% Add +6.1% 6,939 $3.6M
Wallington Asset Management, LLC 0.57% Reduce -6.0% 6,936 $3.6M
Rossmore Private Capital 0.47% Add +0.8% 6,900 $3.6M
Heritage Investment Group, Inc. 0.49% Add +0.4% 6,893 $3.6M
Elite Wealth Management, Inc. 0.88% New 6,875 $3.6M
Fragasso Financial Advisors Inc 0.30% Add +0.5% 6,859 $3.6M
Sunesis Advisors, LLC 2.10% Reduce -10.9% 6,856 $3.6M
Nvwm, LLC 0.98% Reduce -1.6% 6,852 $3.6M
Gold Investment Management Ltd. 1.45% Reduce -0.8% 6,845 $3.6M
Capital Asset Advisory Services LLC 0.20% Add +38.7% 6,905 $3.6M
Sivia Capital Partners, LLC 2.43% Reduce -0.0% 6,830 $3.6M
Pasadena Private Wealth, LLC 0.82% No change 6,814 $3.6M
Texas Capital Bancshares Inc 1.62% No change 6,811 $3.6M
Cubic Asset Management, LLC 0.84% Add +0.1% 6,807 $3.6M
Ironclad Investments LLC 2.29% Reduce -59.0% 6,805 $3.6M
Alpha Cubed Investments, LLC 0.19% Reduce -69.7% 6,802 $3.6M
Oribel Capital Management, LP 0.41% Reduce -17.1% 6,800 $3.6M
Northwest Capital Management Inc 1.14% Reduce -0.3% 6,787 $3.6M
Asset Advisors Investment Management, LLC 0.40% Reduce -14.2% 6,785 $3.5M
Onyx Bridge Wealth Group LLC 0.63% Add +9.1% 6,982 $3.5M
Hassell Wealth Management, LLC 2.25% Reduce -0.1% 7,010 $3.5M
Sage Financial Group Inc. 0.32% Add +1.1% 6,774 $3.5M
Alera Investment Advisors, LLC 0.48% Reduce -51.3% 6,761 $3.5M
Ausdal Financial Partners, Inc. 0.41% Add +3.9% 6,747 $3.5M
Merrion Investment Management Co, LLC 2.52% No change 6,743 $3.5M
Home Federal Bank of Tennessee 1.09% Add +1.1% 6,743 $3.5M
Austin Asset Management Co Inc 0.77% Add +0.2% 6,733 $3.5M
Sompo Asset Management Co., Ltd. 0.57% Reduce -54.4% 6,720 $3.5M
Edge Wealth Management LLC 0.74% Add +1.7% 6,717 $3.5M
USAdvisors Wealth Management, LLC 1.33% Add +7.0% 6,714 $3.5M
Horan Capital Advisors, LLC. 1.25% Reduce -0.2% 6,704 $3.5M
Peak Planning Group, LLC 2.20% Add +0.6% 6,703 $3.5M
AlphaQ Advisors LLC 2.11% Add +1.7% 6,695 $3.5M
Howard Wealth Management, LLC 2.84% Reduce -0.8% 6,686 $3.5M
Capital Insight Partners, LLC 0.65% Reduce -7.3% 6,683 $3.5M
Montis Financial, LLC 1.66% Reduce -1.7% 6,679 $3.5M
Rollins Financial Advisors, LLC 0.66% Add +4.5% 6,669 $3.5M
Baker Ellis Asset Management LLC 0.52% No change 6,661 $3.5M
Bellevue Group AG 0.05% Add +156.2% 6,660 $3.5M
Symphony Financial, Ltd. Co. 0.81% Reduce -34.6% 6,654 $3.5M
Security Financial Services, INC. 0.78% Reduce -1.9% 6,647 $3.5M
Reynders McVeigh Capital Management, LLC 0.20% Reduce -7.5% 6,644 $3.5M
Kelly Financial Services LLC 1.33% Reduce -8.5% 6,631 $3.5M
Clear Point Advisors Inc. 2.85% Reduce -0.3% 6,631 $3.5M
Clark Capital Management Group, Inc. 0.03% Add +13.9% 6,627 $3.5M
Wealthspire Retirement, LLC 0.30% Reduce -48.9% 6,599 $3.5M
Wetzel Investment Advisors, Inc. 2.03% Reduce -2.6% 6,912 $3.5M
ArchPoint Investors 1.45% New 6,579 $3.5M
Ironwood Investment Counsel, LLC 0.60% Add +0.3% 6,563 $3.4M
Farmers National Bank 1.02% Add +2.8% 6,554 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Reduce -28.3% 6,527 $3.4M
First Interstate Bank 0.24% Reduce -14.3% 6,526 $3.4M
F&V Capital Management, LLC 1.00% No change 6,496 $3.4M
Capital Analysts, LLC 0.16% Reduce -28.0% 6,476 $3.4M
Silvant Capital Management LLC 0.16% No change 6,445 $3.4M
Abacus Wealth Partners, LLC 0.57% Add +55.5% 6,465 $3.4M
Investmark Advisory Group LLC 1.85% Add +1.4% 6,461 $3.4M
Coastwise Capital Group, LLC 3.17% Reduce -1.9% 6,454 $3.4M
American State Bank (Iowa) 2.26% No change 6,450 $3.4M
Waterfront Wealth Inc. 0.94% Reduce -2.0% 6,664 $3.4M
Valley Wealth Managers, Inc. 0.25% Reduce -8.2% 6,440 $3.4M
Allegheny Financial Group 1.04% Reduce -1.7% 6,423 $3.4M
Strait & Sound Wealth Management LLC 1.87% Reduce -2.2% 6,473 $3.4M
Marks Group Wealth Management, Inc 0.35% No change 6,404 $3.3M
VeraBank, N.A. 1.04% Reduce -8.6% 6,399 $3.3M
Atlantic Union Bankshares Corp 0.28% Add +2.9% 6,391 $3.3M
Dunhill Financial, LLC 2.48% Reduce -0.1% 6,389 $3.3M
Saxon Interests, Inc. 1.59% Add +1.4% 6,382 $3.3M
Fisher Asset Management 0.00% Add +9.7% 6,373 $3.3M
Stephenson & Company, Inc. 2.43% Add +0.7% 6,365 $3.3M
High Falls Advisors, Inc 0.84% Add +0.1% 6,363 $3.3M
Redmont Wealth Advisors LLC 4.64% Add +77.3% 6,362 $3.3M
Hyperion Partners, LLC 2.44% Reduce -2.9% 6,360 $3.3M
Kelleher Financial Advisors 1.38% No change 6,359 $3.3M
Chicago Capital, LLC 0.10% Reduce -6.7% 6,355 $3.3M
Colonial Trust Co / SC 0.62% Add +0.4% 6,343 $3.3M
Sonora Investment Management Group, LLC 0.26% Reduce -1.2% 6,341 $3.3M
BNC Wealth Management, LLC 1.42% Add +5.0% 6,338 $3.3M
Accurate Wealth Management, LLC 0.97% Reduce -18.5% 6,693 $3.3M
Center for Financial Planning, Inc. 0.50% Reduce -1.9% 6,334 $3.3M
Sterling Financial Group, Inc. 1.57% No change 6,328 $3.3M
Cape Cod Five Cents Savings Bank 0.32% Reduce -2.0% 6,313 $3.3M
Abacus Planning Group, Inc. 0.64% Reduce -2.3% 6,282 $3.3M
HCR Wealth Advisors 0.50% Add +0.6% 6,274 $3.3M
Kelman-Lazarov, Inc. 0.64% Reduce -3.2% 6,254 $3.3M
Fairhaven Wealth Management, LLC 1.12% Add +9.5% 6,250 $3.3M
Councilmark Asset Management, LLC 2.35% — 6,245 $3.3M
Financial Perspectives, Inc 1.23% Add +1.2% 6,211 $3.2M
Harmony Asset Management LLC 1.34% Reduce -1.7% 6,202 $3.2M
Tactive Advisors, LLC 1.72% Add +10.6% 6,201 $3.2M
Revolve Wealth Partners, LLC 0.55% Add +16.6% 6,197 $3.2M
Legacy Financial Strategies, LLC 0.83% Add +3.2% 6,168 $3.2M
Cahill Wealth Management, LLC 1.87% Add +0.0% 6,148 $3.2M
Highlander Partners, L.P. 2.23% No change 6,144 $3.2M
Pitti Group Wealth Management, LLC 3.59% Add +0.7% 6,204 $3.2M
Park National Corp. 0.12% Reduce -1.6% 6,127 $3.2M
LYNX Capital Group Ltd. 2.16% Add +1.0% 6,113 $3.2M
Plancorp, LLC 0.14% Add +4.3% 6,112 $3.2M
Highland Capital Management, LLC 0.18% Reduce -1.1% 6,108 $3.2M
Breed's Hill Capital LLC 2.93% Add +4.3% 6,088 $3.2M
Betterment LLC 0.01% Add +52.9% 6,081 $3.2M
Duncker Streett & Co. Inc. 0.63% Add +9.5% 6,063 $3.2M
NDWM LLC 2.89% Add +5.5% 6,062 $3.2M
Everett Harris & Co. 0.04% Add +2.5% 6,059 $3.2M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $3.2M
Thoroughbred Financial Services, LLC 0.30% Reduce -30.4% 6,023 $3.1M
Cutler Group LLC / CA 1.58% Reduce -89.1% 6,000 $3.1M
Parisi Gray Wealth Management 1.18% Add +1.5% 5,997 $3.1M
Armstrong Henry H Associates Inc. 0.30% Add +0.0% 5,990 $3.1M
Selway Asset Management 1.25% Reduce -7.3% 5,984 $3.1M
TRUE Private Wealth Advisors 0.36% Add +1.4% 5,982 $3.1M
Pullen Investment Management, LLC 2.64% — 5,980 $3.1M
W Advisors, LLC 2.14% Add +0.1% 5,978 $3.1M
SOL Capital Management CO 0.39% No change 5,966 $3.1M
D L Carlson Investment Group Inc. 0.61% Reduce -1.1% 5,958 $3.1M
Woodmont Investment Counsel LLC 0.26% Add +34.2% 5,951 $3.1M
Yacktman Asset Management 0.03% Reduce -89.7% 5,951 $3.1M
Strategic Advisors LLC 0.61% Reduce -83.0% 5,945 $3.1M
Mystic Asset Management, Inc. 1.28% Add +1209.7% 5,933 $3.1M
First National Bank Sioux Falls 1.69% No change 5,929 $3.1M
Jackson Square Capital, LLC 0.80% Reduce -0.3% 5,924 $3.1M
Macroview Investment Management LLC 3.43% Add +79.1% 5,911 $3.1M
Towerpoint Wealth, LLC 1.55% Add +5.6% 5,898 $3.1M
Semus Wealth Partners LLC 2.60% Add +8.3% 5,896 $3.1M
Eagle Global Advisors LLC 0.17% Reduce -58.6% 5,869 $3.1M
Plotkin Financial Advisors, LLC 2.03% Add +13.5% 5,859 $3.1M
Spectrum Wealth Advisory Group, LLC 3.52% Add +4.0% 5,842 $3.1M
Monograph Wealth Advisors, LLC 0.45% Add +165.4% 5,809 $3.0M
Capital City Trust Co. 0.85% Reduce -1.1% 5,826 $3.0M
Cahill Financial Advisors Inc. 0.42% Reduce -10.4% 5,817 $3.0M
Flaharty Asset Management, LLC 0.45% Reduce -14.9% 5,804 $3.0M
Mitchell Sinkler & Starr 0.76% Reduce -21.5% 5,795 $3.0M
Omnia Family Wealth, LLC 1.42% Reduce -83.8% 5,770 $3.0M
Ethos Financial Group, LLC 0.58% Add +90.4% 3,367 $3.0M
Elevation Wealth Partners, LLC 1.51% Reduce -1.7% 5,777 $3.0M
Visionary Wealth Advisors 0.20% Reduce -2.5% 5,767 $3.0M
Mason Investment Advisory Services, Inc. 0.21% Reduce -3.8% 5,763 $3.0M
Blankinship & Foster, LLC 0.79% Reduce -7.3% 5,758 $3.0M
Forza Wealth Management, LLC 1.57% No change 5,756 $3.0M
Continuum Advisory, LLC 0.45% Reduce -22.4% 5,779 $3.0M
Fagan Associates, Inc. 0.56% Add +0.3% 5,743 $3.0M
Strategic Financial Concepts, LLC 0.72% Add +364.3% 5,743 $3.0M
Tillman Hartley LLC 1.03% Reduce -1.9% 5,741 $3.0M
Waters Parkerson & Co., LLC 0.15% Add +0.2% 5,722 $3.0M
Ramsay, Stattman, Vela & Price, Inc. 0.57% Add +0.5% 5,721 $3.0M
McIlrath & Eck, LLC 0.47% Add +4.0% 5,706 $3.0M
Libra Wealth LLC 1.31% Reduce -0.5% 5,703 $3.0M
M3 Advisory Group, LLC 2.70% Add +4.8% 5,702 $3.0M
SkyView Investment Advisors, LLC 0.55% No change 5,700 $3.0M
North Star Asset Management Inc. 0.14% No change 5,698 $3.0M
Prosperity Planning, Inc. 1.44% Reduce -8.4% 5,692 $3.0M
Raab & Moskowitz Asset Management LLC 0.83% Add +0.3% 5,686 $3.0M
Advanced Asset Management Advisors Inc 0.73% Add +0.7% 5,657 $3.0M
Bantamac Capital, LLC 1.68% Reduce -2.5% 5,652 $3.0M
Gilbert & Cook, Inc. 0.40% Reduce -0.3% 5,628 $2.9M
Middleton & Co. Inc. 0.34% Reduce -0.4% 5,623 $2.9M
Tennessee Valley Asset Management Partners 0.71% Reduce -1.4% 5,600 $2.9M
Winch Advisory Services, LLC 0.89% Add +6.7% 5,595 $2.9M
Cape Investment Advisory, Inc. 1.37% Add +23.3% 5,587 $2.9M
Aldebaran Financial Inc. 4.13% Add +0.3% 5,584 $2.9M
Worth Financial Advisory Group, LLC 2.02% Add +61.8% 5,584 $2.9M
Williams & Novak, LLC 3.30% No change 6,116 $2.9M
Acropolis Investment Management, LLC 0.19% Reduce -4.5% 5,555 $2.9M
Breakwater Capital Group 0.73% Add +47.5% 5,553 $2.9M
City Holding Co. 0.44% Add +0.1% 5,549 $2.9M
Sittner & Nelson, LLC 1.46% No change 5,540 $2.9M
Harbour Capital Advisors, LLC 0.72% Reduce -3.8% 5,577 $2.9M
Mairs & Power Inc. 0.03% Reduce -73.0% 5,531 $2.9M
Warner Financial, Inc. 1.45% Reduce -17.1% 5,528 $2.9M
Rede Wealth, LLC 1.21% Add +9.5% 5,509 $2.9M
WNY Asset Management, LLC 0.44% Reduce -0.4% 5,508 $2.9M
T. Rowe Price Associates Inc. 0.00% Reduce -28.9% 5,503 $2.9M
TrinityPoint Wealth, LLC 0.48% Reduce -4.5% 5,498 $2.9M
Altfest L J & Co. Inc. 0.41% Add +41.0% 5,497 $2.9M
Midland Wealth Advisors, LLC 0.18% Add +12.5% 5,494 $2.9M
Verum Partners LLC 1.02% Add +0.2% 5,491 $2.9M
Wealth Management Partners, LLC 1.46% Reduce -2.0% 5,487 $2.9M
Impact Partnership Wealth, LLC 1.14% Reduce -3.3% 5,480 $2.9M
Fulcrum Equity Management 3.38% Reduce -83.6% 5,472 $2.9M
TBH Global Asset Management, LLC 0.57% Add +69.3% 5,469 $2.9M
Affiance Financial, LLC 0.77% Add +0.9% 5,467 $2.9M
Spirepoint Private Client, LLC 0.44% — 5,464 $2.9M
Holderness Investments Co. 0.70% Add +11.5% 5,448 $2.8M
Executive Wealth Management, LLC 0.25% Add +1.1% 5,456 $2.8M
Litman Gregory Wealth Management LLC 0.26% No change 5,437 $2.8M
Lifeworks Advisors, LLC 0.79% Reduce -3.1% 5,412 $2.8M
Riggs Asset Managment Co. Inc. 0.82% Reduce -37.6% 5,406 $2.8M
Watershed Private Wealth LLC 1.25% Add +48.1% 5,401 $2.8M
1834 Investment Advisors Co. 0.34% Reduce -0.3% 5,400 $2.8M
Bank Ozk 1.26% Reduce -9.2% 5,376 $2.8M
Verus Financial Partners, Inc. 0.33% Reduce -7.0% 5,357 $2.8M
Marquette Asset Management, LLC 0.49% No change 5,356 $2.8M
Epiq Partners, LLC 1.88% Add +19.8% 5,348 $2.8M
Waterway Wealth Management, LLC 1.23% Reduce -39.5% 5,344 $2.8M
Charter Research & Investment Group, Inc. 2.22% Add +0.4% 5,342 $2.8M
Silverleafe Capital Partners, LLC 1.14% Reduce -1.0% 5,327 $2.8M
East Coast Asset Management, LLC. 1.01% No change 5,319 $2.8M
Zevenbergen Capital Investments LLC 0.06% Reduce -0.1% 5,318 $2.8M
PICTET BANK & TRUST Ltd 2.93% Reduce -56.1% 5,316 $2.8M
Roger Wittlin Investment Advisory, LLC 1.94% Add +0.4% 5,301 $2.8M
Asset Management Group, Inc. 0.42% Reduce -0.6% 5,288 $2.8M
PBMares Wealth Management LLC 0.72% Add +0.2% 5,283 $2.8M
Mitchell McLeod Pugh & Williams Inc. 0.66% Reduce -0.6% 5,273 $2.8M
Catalina Capital Group, LLC 1.18% Add +63.6% 5,262 $2.8M
Patton Albertson Miller Group, LLC 0.41% Reduce -4.6% 5,255 $2.7M
Rovin Capital /Ut/ 1.13% Reduce -1.1% 5,250 $2.7M
InTrack Investment Management Inc 2.03% Reduce -0.1% 5,238 $2.7M
Leeward Financial Partners, LLC 1.15% No change 5,214 $2.7M
Summit Place Financial Advisors, LLC 1.60% No change 5,211 $2.7M
Parsons Capital Management Inc. 0.19% Add +0.1% 5,202 $2.7M
Madrona Financial Services, LLC 0.95% Reduce -6.5% 5,199 $2.7M
Realta Investment Advisors 0.56% Reduce -2.4% 5,190 $2.7M
Compass Wealth Management LLC 0.68% Add +2.6% 5,188 $2.7M
Peterson Wealth Services 0.99% Add +0.7% 5,186 $2.7M
Anchor Investment Management, LLC 0.28% Reduce -0.9% 5,185 $2.7M
Ironwood Financial, llc 0.62% Reduce -1.2% 5,180 $2.7M
Summit Financial Strategies, Inc. 0.38% Reduce -0.9% 5,174 $2.7M
Yost Capital Management, LP 4.18% New 5,170 $2.7M
Baldwin Wealth Partners LLC 0.20% Reduce -12.0% 5,168 $2.7M
Paladin Advisory Group, LLC 2.12% Reduce -0.5% 5,131 $2.7M
Intelligence Driven Advisers, LLC 0.39% Reduce -4.8% 5,100 $2.7M
GLOBALT Investments LLC / GA 0.11% Reduce -1.9% 5,098 $2.7M
Keebeck Wealth Management 0.39% Reduce -0.7% 5,081 $2.7M
Nicholas Wealth, LLC. 2.06% Add +49.1% 5,089 $2.7M
Cornerstone Advisory, LLC 0.38% Add +25.3% 5,071 $2.7M
Willis Johnson & Associates, Inc. 0.23% Reduce -3.4% 5,068 $2.7M
Summit Financial Wealth Advisors, LLC 0.54% Reduce -12.6% 5,058 $2.6M
Nemes Rush Group LLC 0.38% Reduce -11.9% 5,058 $2.6M
Flagstar Securities, Inc. 0.74% Add +3.1% 5,038 $2.6M
Insight 2811, Inc. 1.36% Reduce -1.4% 5,044 $2.6M
Traynor Capital Management, Inc. 0.25% Add +0.9% 5,042 $2.6M
Empirical Asset Management, LLC 1.27% Add +13.6% 5,032 $2.6M
Jaffetilchin Investment Partners, LLC 0.24% Reduce -1.0% 5,026 $2.6M
Westside Investment Management, Inc. 0.63% Add +5.4% 5,026 $2.6M
Arax Advisory Partners 0.28% Add +5.6% 5,025 $2.6M
Wealthquest Corp 0.28% Reduce -3.8% 5,019 $2.6M
Kraft, Davis & Associates, LLC 0.79% Add +124.8% 5,037 $2.6M
KFA Private Wealth Group, LLC 0.81% Add +7.4% 5,013 $2.6M
Erickson Financial Group, LLC 2.05% Reduce -7.8% 5,009 $2.6M
Patriot Investment Management Group, Inc. 0.21% Reduce -2.0% 5,005 $2.6M
Resurgent Financial Advisors LLC 1.40% Add +35.8% 4,997 $2.6M
Sonata Capital Group Inc. 1.19% Add +16.6% 4,989 $2.6M
Asset Allocation & Management Company, LLC 1.71% Reduce -9.9% 4,979 $2.6M
Cottage Street Advisors LLC 1.57% Add +8.6% 4,976 $2.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.43% No change 4,969 $2.6M
Shared Vision Wealth Group LLC 1.62% No change 4,964 $2.6M
Pavion Blue Capital, LLC 1.28% Reduce -0.1% 4,953 $2.6M
SOA Wealth Advisors, LLC. 0.54% Add +0.5% 4,940 $2.6M
Mathes Company, Inc. 0.98% Reduce -0.8% 4,930 $2.6M
BHK Investment Advisors, LLC 0.99% Add +576.1% 4,929 $2.6M
Lion Street Advisors, LLC 1.05% No change 5,416 $2.6M
Tempus Wealth Planning, LLC 1.13% Reduce -7.1% 4,915 $2.6M
Prelude Capital Management, LLC 0.18% New 4,905 $2.6M
WestEnd Advisors, LLC 0.07% Reduce -84.5% 4,882 $2.6M
Horizon Investment Services, LLC 1.25% Add +4.5% 4,877 $2.6M
Cutter & CO Brokerage, Inc. 0.63% Add +0.4% 4,872 $2.5M
Integrity Wealth Solutions LLC 1.66% Reduce -0.4% 4,840 $2.5M
Octavia Wealth Advisors, LLC 0.38% Reduce -5.8% 4,838 $2.5M
GW&K Investment Management, LLC 0.02% Reduce -11.3% 4,852 $2.5M
Private Wealth Group, LLC 1.32% No change 4,852 $2.5M
Trust Point Inc. 0.20% Reduce -1.4% 4,848 $2.5M
Sequent Asset Management, LLC 1.34% Reduce -11.0% 4,836 $2.5M
Augustine Asset Management Inc. 1.05% No change 4,822 $2.5M
Ironwood Wealth Management, LLC. 0.82% Reduce -0.0% 4,818 $2.5M
Geometric Wealth Advisors 0.59% No change 4,818 $2.5M
Beaird Harris Wealth Management, LLC 0.25% Reduce -0.7% 4,807 $2.5M
Searle & Co. 0.64% No change 4,805 $2.5M
Henrickson Nauta Wealth Advisors, Inc. 1.11% Reduce -3.1% 4,889 $2.5M
Community Financial Services Group, LLC 0.57% — 4,798 $2.5M
Noked Israel Ltd 0.67% No change 4,794 $2.5M
BCR Wealth Strategies, LLC 1.70% No change 4,786 $2.5M
Lawson Kroeker Investment Management Inc. 0.48% No change 4,786 $2.5M
Longview Financial Advisors, Inc. 1.88% No change 4,779 $2.5M
Cahaba Wealth Management, Inc. 0.23% Reduce -1.3% 4,777 $2.5M
NFSG Corp 1.09% Reduce -18.7% 4,765 $2.5M
Beese Fulmer Investment Management, Inc. 0.23% Add +0.8% 4,761 $2.5M
Cadinha & Co. LLC 0.43% Add +0.0% 4,759 $2.5M
Parkside Investments, LLC 0.39% Reduce -7.4% 4,754 $2.5M
Giverny Capital 0.10% No change 4,752 $2.5M
EMC Capital Management 1.49% Add +336.4% 4,800 $2.5M
Northside Capital Management, LLC 0.44% Add +0.2% 4,740 $2.5M
Clarity Capital Advisors, LLC 1.97% Add +0.2% 4,730 $2.5M
Essex Bank 0.72% No change 5,202 $2.5M
Rice Partnership, LLC 0.58% Reduce -1.6% 4,715 $2.5M
James Investment Research, Inc. 0.29% Add +0.1% 4,706 $2.5M
Cooper Financial Group 0.40% Reduce -11.7% 4,699 $2.5M
ProVise Management Group, LLC 0.21% Reduce -3.7% 4,696 $2.5M
Builder Investment Group Inc. 0.71% Add +5.3% 4,695 $2.5M
Etfidea, LLC 0.84% Add +89.2% 4,695 $2.5M
XML Financial, LLC 0.25% Add +0.3% 4,689 $2.5M
Chesapeake Asset Management LLC 2.43% Reduce -8.0% 4,668 $2.4M
Noesis Capital Mangement Corp. 0.54% Reduce -3.1% 4,671 $2.4M
Coulter & Justus Financial Services, LLC 0.54% New 4,671 $2.4M
LMCG Investments, LLC 0.14% Reduce -82.9% 4,661 $2.4M
Means Investment Co., Inc. 0.32% Reduce -7.8% 4,656 $2.4M
SeaBridge Investment Advisors LLC 0.64% No change 4,655 $2.4M
Marshall & Sullivan Inc. 1.20% Reduce -2.1% 4,650 $2.4M
Main Street Group, LTD 1.19% Add +1.1% 4,659 $2.4M
Affinity Wealth Management LLC 0.45% Reduce -0.2% 4,641 $2.4M
Saxony Capital Management, LLC 2.93% Add +0.6% 4,639 $2.4M
Sage Advisory Services, Ltd.Co. 0.66% Reduce -22.9% 4,635 $2.4M
Bull Street Advisors, LLC 1.15% No change 4,607 $2.4M
Aviance Capital Partners, LLC 0.36% Add +43.4% 4,604 $2.4M
MV Capital Management, Inc. 0.28% Reduce -0.0% 4,603 $2.4M
Cooper/Haims Advisors, LLC 1.40% Reduce -1.6% 4,598 $2.4M
Quantum Private Wealth, LLC 0.89% Add +0.1% 4,597 $2.4M
Miramar Fiduciary Corp 1.75% No change 4,580 $2.4M
Bennett Selby Investments LP 1.12% Add +0.1% 4,579 $2.4M
Strata Wealth Advisors, LLC 0.84% Add +1.5% 4,576 $2.4M
Brandywine Oak Private Wealth LLC 0.25% Add +0.0% 4,574 $2.4M
Olistico Wealth, LLC 1.72% Add +4.7% 4,563 $2.4M
Paces Ferry Wealth Advisors, LLC 1.53% Reduce -5.5% 4,563 $2.4M
Douglass Winthrop Advisors, LLC 0.05% Add +16.1% 4,561 $2.4M
Schneider Downs Wealth Management Advisors, LP 0.55% Reduce -1.7% 4,549 $2.4M
Evensky & Katz LLC 0.17% Reduce -1.0% 4,518 $2.4M
Red Lighthouse Investment Management, LLC 0.95% No change 4,505 $2.4M
Parker Financial LLC 1.34% Reduce -25.7% 4,504 $2.4M
Olde Wealth Management, LLC 1.11% Reduce -7.3% 4,543 $2.3M
Newman Dignan & Sheerar, Inc. 0.63% Reduce -5.9% 4,482 $2.3M
Maxwell Wealth Strategies Inc. 1.19% Add +29.0% 4,483 $2.3M
TNF LLC 0.93% Reduce -2.2% 4,634 $2.3M
Brand Asset Management Group, Inc. 1.01% Reduce -1.5% 4,474 $2.3M
EdgeRock Capital LLC 1.86% Reduce -3.0% 4,450 $2.3M
Clarkston Capital Partners, LLC 0.04% Add +2.1% 4,462 $2.3M
Iron Gate Global Advisors LLC 0.42% Reduce -12.9% 4,465 $2.3M
Aull & Monroe Investment Management Corp 1.07% Reduce -0.4% 4,445 $2.3M
Merriman Wealth Management, LLC 0.10% Add +27.0% 4,437 $2.3M
Cooksen Wealth, LLC 2.42% Add +0.3% 4,443 $2.3M
Pin Oak Investment Advisors Inc. 2.23% Add +6.0% 4,436 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.37% Reduce -17.8% 4,424 $2.3M
MPS Loria Financial Planners, LLC 0.78% Reduce -1.1% 4,420 $2.3M
ABLE Financial Group, LLC 0.91% Reduce -0.1% 4,413 $2.3M
Clayton Financial Group LLC 1.05% New 4,410 $2.3M
Eagle Wealth Strategies LLC 1.87% Reduce -6.8% 4,413 $2.3M
Beaumont Financial Advisors, LLC 0.19% Reduce -16.1% 4,391 $2.3M
White Lighthouse Investment Management Inc. 0.47% Reduce -0.8% 4,389 $2.3M
Coyle Financial Counsel LLC 0.82% Reduce -6.9% 4,379 $2.3M
Sharper & Granite LLC 1.10% Add +3.0% 4,400 $2.3M
Annis Gardner Whiting Capital Advisors, LLC 0.81% Add +5.3% 4,329 $2.3M
Morton Capital Management LLC 0.61% Reduce -5.4% 4,335 $2.3M
Toth Financial Advisory Corp. 0.28% Reduce -10.0% 4,312 $2.3M
Nottingham Advisors, Inc. 0.27% Reduce -6.8% 4,291 $2.2M
Insight Wealth Strategies, LLC 0.33% Add +12.3% 4,288 $2.2M
Interchange Capital Partners, LLC 1.51% Reduce -10.3% 4,349 $2.2M
Sawgrass Asset Management LLC 0.25% No change 4,286 $2.2M
Eldridge Investment Advisors, Inc. 0.57% Reduce -3.5% 4,262 $2.2M
Roffman Miller Associates Inc. 0.15% Reduce -4.5% 4,253 $2.2M
Sheets Smith Wealth Management 0.25% Add +0.0% 4,247 $2.2M
Signet Financial Management, LLC 0.31% Reduce -12.0% 4,246 $2.2M
Hall Laurie J Trustee 0.78% No change 4,242 $2.2M
Genesee Capital Advisors, LLC 1.21% Reduce -36.7% 4,231 $2.2M
Vaughan David Investments LLC 0.06% Add +20.2% 4,227 $2.2M
Allred Capital Management, LLC 0.86% Reduce -13.2% 4,212 $2.2M
Curran Financial Partners, LLC 0.77% Reduce -2.9% 4,211 $2.2M
Trail Ridge Investment Advisors, LLC 1.24% Reduce -8.6% 4,190 $2.2M
Peninsula Asset Management Inc. 1.17% Reduce -1.8% 4,179 $2.2M
Sanders Morris Harris LLC 0.40% Reduce -70.1% 4,170 $2.2M
OMNI 360 Wealth, Inc. 1.79% Reduce -0.2% 4,150 $2.2M
Bangor Savings Bank 0.22% Reduce -0.5% 4,144 $2.2M
Baron Silver Stevens Financial Advisors, LLC 0.42% Reduce -2.0% 4,139 $2.2M
Correct Capital Wealth Management 0.50% Reduce -15.5% 4,135 $2.2M
Sharkey, Howes & Javer 0.35% Add +0.9% 4,132 $2.2M
Spotlight Asset Group, Inc. 1.54% No change 4,112 $2.2M
HC Advisors, LLC 1.02% Add +23.6% 4,097 $2.1M
General Partner, Inc. 1.34% New 4,088 $2.1M
Tufton Capital Management 0.42% Reduce -0.1% 4,083 $2.1M
Financial Synergies Wealth Advisors, Inc. 0.28% Reduce -29.3% 4,080 $2.1M
Northstar Group, Inc. 0.43% No change 4,071 $2.1M
Kornitzer Capital Management Inc. 0.04% No change 4,065 $2.1M
Eagle Rock Investment Company, LLC 0.39% Reduce -1.0% 4,060 $2.1M
Stone Summit Wealth LLC 0.74% Add +1.3% 4,057 $2.1M
City State Bank 0.94% Reduce -0.4% 4,051 $2.1M
Davidson Trust Co. 1.23% No change 4,049 $2.1M
Abound Wealth Management 0.81% Add +0.5% 4,046 $2.1M
Grandfield & Dodd, LLC 0.13% Add +1.2% 4,045 $2.1M
Hilltop National Bank 0.72% — 4,045 $2.1M
Silver Oak Securities, Incorporated 0.32% Reduce -70.2% 4,043 $2.1M
LGT Financial Advisors LLC 2.45% Add +0.3% 4,036 $2.1M
Country Trust Bank 0.05% Reduce -6.5% 4,035 $2.1M
Van Leeuwen & Company, LLC 1.07% Reduce -1.6% 4,034 $2.1M
Formidable Asset Management, LLC 0.34% Reduce -2.4% 4,027 $2.1M
RTD Financial Advisors, Inc. 0.28% Reduce -0.3% 4,016 $2.1M
Cambridge Advisors Inc. 0.50% Add +4.3% 4,015 $2.1M
Tradition Wealth Management, LLC 0.21% Add +14.3% 4,015 $2.1M
Team Hewins, LLC 0.84% Add +1.5% 3,991 $2.1M
Headinvest, LLC 0.41% Add +0.2% 3,994 $2.1M
Summit Global Investments 0.16% Reduce -4.0% 3,989 $2.1M
Northeast Investment Management 0.10% Add +0.3% 3,986 $2.1M
Roberts Wealth Advisors, LLC 0.78% New 4,118 $2.1M
Peoples Bank 1.62% No change 3,961 $2.1M
LaSalle St. Investment Advisors, LLC 1.16% Reduce -0.2% 4,355 $2.1M
CCG Wealth Management, LLC 1.24% Add +0.1% 3,939 $2.1M
Oxbow Advisors, LLC 0.29% Reduce -1.8% 3,935 $2.1M
Allegiance Financial Group Advisory Services LLC 0.84% Reduce -0.1% 3,926 $2.1M
Sculati Wealth Management, LLC 0.89% Reduce -0.7% 3,922 $2.1M
CFO4Life Group, LLC 0.37% Add +101.5% 3,915 $2.0M
ML & R Wealth Management LLC 0.47% Reduce -27.5% 3,911 $2.0M
McCarthy & Cox 0.77% — 3,901 $2.0M
Spring Capital Management, LLC 1.54% Reduce -19.3% 3,900 $2.0M
Sterling Investment Counsel, LLC 0.94% Reduce -0.6% 3,897 $2.0M
Agate Pass Investment Management, LLC 1.09% Add +10.5% 3,880 $2.0M
Lokken Investment Group LLC 1.01% Add +6.7% 3,868 $2.0M
Elevation Point Wealth Partners, LLC 0.15% Add +9.2% 3,843 $2.0M
Barr E S & Co. 0.13% Add +1.3% 3,833 $2.0M
Wexford Capital LP 0.41% Add +47.5% 3,830 $2.0M
JSF Financial, LLC 0.63% Add +3.0% 3,830 $2.0M
McDaniel Terry & Co. 0.18% No change 3,816 $2.0M
SP Asset Management LLC 0.18% Add +2.4% 3,798 $2.0M
Traphagen Investment Advisors LLC 0.21% Add +2.1% 3,797 $2.0M
Bank of Nova Scotia Trust Co. 0.21% No change 3,795 $2.0M
McBroom & Associates, LLC 1.30% Reduce -1.7% 3,788 $2.0M
Moss Adams Wealth Advisors LLC 0.32% Reduce -7.3% 3,776 $2.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.49% Add +1.0% 3,783 $2.0M
Hyman Charles D 0.11% No change 3,777 $2.0M
Selective Wealth Management, Inc. 0.86% Reduce -0.9% 3,843 $2.0M
FMB Wealth Management 1.58% No change 3,775 $2.0M
Orcam Financial Group 2.16% Add +614.4% 3,765 $2.0M
Archford Capital Strategies, LLC 0.33% Reduce -1.1% 3,761 $2.0M
Stoneridge Investment Partners LLC 0.75% Add +4.6% 3,754 $2.0M
Droms Strauss Advisors Inc. /Mo/ 0.72% No change 3,753 $2.0M
Disciplined Investments, LLC 1.07% Add +0.5% 3,751 $2.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.80% Reduce -4.3% 3,746 $2.0M
Jackson Wealth Management, LLC 0.24% Reduce -9.4% 3,742 $2.0M
WJ Wealth Management, LLC 0.78% Add +9.6% 3,739 $2.0M
Index Fund Advisors, Inc. 0.11% Add +0.3% 3,736 $2.0M
Synergy Asset Management, LLC 0.33% Add +0.3% 3,734 $2.0M
Marshall Financial Group, LLC 0.56% Reduce -10.0% 3,733 $2.0M
Independent Wealth Network Inc. 0.92% Reduce -5.4% 3,733 $2.0M
Falcon Wealth Planning 0.31% Add +2.0% 3,730 $2.0M
QVT Financial LP 0.19% No change 3,728 $2.0M
Valley National Advisers Inc. 0.29% Reduce -3.8% 3,727 $1.9M
Blue Chip Partners, LLC 0.19% Add +0.5% 3,724 $1.9M
Silvia McColl Wealth Management, LLC 1.67% Add +3.0% 3,785 $1.9M
Ransom Advisory, Ltd 1.04% — 3,717 $1.9M
Astoria Portfolio Advisors LLC. 0.75% Reduce -7.0% 3,851 $1.9M
Jump Financial, LLC 0.05% Reduce -98.2% 3,706 $1.9M
ARS Wealth Advisors Group, LLC 0.26% Add +57.7% 3,705 $1.9M
Modus Advisors, LLC 0.72% Reduce -17.9% 3,703 $1.9M
Mogy Joel R Investment Counsel Inc. 0.13% Add +53.6% 3,702 $1.9M
American Planning Services, Inc. 1.40% Reduce -0.9% 3,699 $1.9M
Foster & Motley Inc. 0.13% Add +606.7% 3,696 $1.9M
Capstone Financial Advisors, Inc. 0.13% Add +0.1% 3,695 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -2.4% 3,688 $1.9M
Confluence Wealth Services, Inc. 0.17% Reduce -9.6% 3,688 $1.9M
Elequin Capital, LP 1.18% Add +140.9% 4,339 $1.9M
Guardian Asset Advisors, LLC 1.59% Reduce -49.0% 3,664 $1.9M
First Commonwealth Financial Corp 0.51% Add +3.0% 3,662 $1.9M
Forthright Family Wealth Advisory LLC 1.28% New 3,655 $1.9M
United Community Bank 0.74% Add +57.0% 3,788 $1.9M
Denver Wealth Management, Inc. 0.97% Reduce -21.3% 3,647 $1.9M
Logan Capital Management Inc. 0.08% Reduce -67.3% 3,643 $1.9M
Red Wave Investments LLC 0.71% Add +4.8% 3,643 $1.9M
Ingalls & Snyder LLC 0.08% Reduce -10.1% 3,638 $1.9M
TMD Wealth Management, LLC 0.44% Reduce -11.5% 3,638 $1.9M
MontVue Capital Management, Inc. 1.68% Reduce -4.1% 3,635 $1.9M
OneAscent Financial Services LLC 0.21% Add +4.0% 3,634 $1.9M
ICW Investment Advisors LLC 0.84% Add +0.3% 3,632 $1.9M
Weaver Consulting Group 0.70% Reduce -1.1% 3,624 $1.9M
Next Capital Management LLC 0.77% Add +40.7% 3,620 $1.9M
Wynn Capital, LLC 1.46% Reduce -1.0% 3,619 $1.9M
United Advisor Group, LLC 0.71% New 3,617 $1.9M
Garrison Point Advisors, LLC 1.22% Add +13.0% 3,615 $1.9M
BCS Wealth Management 0.61% Add +0.3% 3,615 $1.9M
Iams Wealth Management, LLC 1.15% Add +204.4% 3,717 $1.9M
Everpar Advisors LLC 1.14% Reduce -20.2% 3,597 $1.9M
Sentry LLC 0.35% No change 3,594 $1.9M
J.P. Marvel Investment Advisors, LLC 0.33% No change 3,593 $1.9M
Renaissance Investment Group LLC 0.43% Add +1.5% 3,591 $1.9M
Black Diamond Financial, LLC 0.51% No change 3,936 $1.9M
Oberweis Asset Management Inc./ 0.14% Reduce -0.3% 3,576 $1.9M
Safeguard Financial, LLC 0.61% Reduce -0.6% 3,563 $1.9M
SignalPoint Asset Management, LLC 0.51% Add +10.8% 3,647 $1.9M
Arbor Wealth Advisors LLC 1.76% No change 3,558 $1.9M
Geneva Partners, LLC 0.82% Reduce -0.3% 3,557 $1.9M
Wunderlich Capital Managemnt 0.84% Reduce -15.6% 3,557 $1.9M
Canal Capital Management, LLC 0.31% Reduce -1.3% 3,554 $1.9M
Greenfield Savings Bank 0.98% Add +7.8% 3,547 $1.9M
Vestor Capital, LLC 0.16% Reduce -31.8% 3,521 $1.8M
Whalerock Point Partners, LLC 0.52% Add +0.6% 3,519 $1.8M
Invesco Ltd. 0.00% Add +51.1% 3,519 $1.8M
Cherry Tree Wealth Management, LLC 0.46% No change 3,512 $1.8M
Uptick Partners, LLC 1.40% Reduce -5.7% 3,512 $1.8M
Legacy Private Trust Co. 0.13% Add +4.8% 3,502 $1.8M
Wagner Wealth Management, LLC 0.56% Reduce -7.7% 3,502 $1.8M
EHP Funds Inc. 1.27% Add +9.4% 3,500 $1.8M
Smith Salley Wealth Management 0.14% Reduce -88.8% 3,491 $1.8M
GW Henssler & Associates Ltd. 0.11% Reduce -56.8% 3,484 $1.8M
PDS Planning, Inc 0.19% Reduce -1.2% 3,482 $1.8M
Fernwood Investment Management, LLC 0.53% Reduce -7.6% 182,995 $1.8M
Manchester Financial Inc. 0.47% Reduce -9.6% 3,471 $1.8M
WealthPLAN Partners, LLC 0.19% Reduce -14.8% 3,465 $1.8M
Campbell Wealth Management 0.18% Reduce -54.9% 3,443 $1.8M
Sterling Investment Advisors, Ltd. 0.51% Add +0.0% 3,440 $1.8M
Summit Asset Management, LLC 0.21% Reduce -2.5% 3,439 $1.8M
Claret Asset Management Corp 0.30% Reduce -6.4% 3,437 $1.8M
Lantern Wealth Advisors, LLC 1.26% Add +5.6% 3,436 $1.8M
Priebe Wealth Holdings LLC 1.40% Reduce -0.3% 3,432 $1.8M
Culbertson A N & Co. Inc. 0.31% Reduce -0.5% 3,428 $1.8M
Russell Investments Group, Ltd. 0.00% Reduce -34.1% 3,427 $1.8M
American Capital Advisory, LLC 1.56% Add +10.1% 4,368 $1.8M
Walden Wealth Partners LLC 1.04% Add +0.0% 3,482 $1.8M
Clearwater Capital Advisors, LLC 0.19% Reduce -1.3% 3,410 $1.8M
Cordgrass Capital Advisors, LLC 0.55% Reduce -20.4% 3,405 $1.8M
Checchi Capital Advisers, LLC 0.14% Add +6.7% 3,403 $1.8M
Arbor Investment Advisors, LLC 0.26% Add +196.2% 3,394 $1.8M
Sage Advisors, LLC 1.58% Add +68.2% 3,393 $1.8M
McKinley Carter Wealth Services, Inc. 0.12% No change 3,387 $1.8M
Financial Security Advisor, Inc. 0.62% Add +12.1% 3,386 $1.8M
Stonebridge Capital Advisors LLC 0.16% Reduce -7.0% 3,381 $1.8M
Facet Wealth, Inc. 0.06% Reduce -0.6% 3,423 $1.8M
XTX Topco Ltd 0.24% New 3,372 $1.8M
Hutchinson Capital Management 0.36% Reduce -36.9% 3,371 $1.8M
360 Financial, Inc. 0.69% Add +0.6% 3,371 $1.8M
Edgar Lomax Co. 0.11% No change 3,368 $1.8M
Lodestone Wealth Management LLC 0.92% Add +104.7% 3,367 $1.8M
NorthStar Asset Management LLC 1.33% Reduce -0.5% 3,364 $1.8M
Exchange Capital Management, Inc. 0.28% Reduce -4.7% 3,345 $1.7M
Garner Asset Management Corp 0.66% Add +15.7% 3,340 $1.7M
White Knight Strategic Wealth Advisors, LLC 1.81% Reduce -7.4% 3,339 $1.7M
Significant Wealth Partners LLC 1.14% Add +72.6% 3,331 $1.7M
Kohmann Bosshard Financial Services, LLC 0.24% Add +0.0% 3,323 $1.7M
Family Asset Management, LLC 1.09% Reduce -0.4% 3,317 $1.7M
9258 Wealth Management, LLC 0.27% Add +7.2% 3,303 $1.7M
Ascent Group, LLC 0.15% Reduce -0.9% 3,302 $1.7M
Bright Financial Advisors, Inc. 1.29% — 3,408 $1.7M
Permanens Capital L.P. 0.21% Reduce -6.7% 3,276 $1.7M
Optimist Retirement Group LLC 0.88% Reduce -28.0% 3,285 $1.7M
Congress Park Capital LLC 0.76% Reduce -12.1% 3,278 $1.7M
Widmann Financial Services, Inc. 1.44% Reduce -0.1% 3,277 $1.7M
Halter Ferguson Financial Inc. 1.33% Reduce -1.1% 3,268 $1.7M
Auour Investments LLC 0.63% Add +1.9% 3,266 $1.7M
Cranbrook Wealth Management, LLC 0.43% Reduce -3.1% 3,265 $1.7M
WealthShield Partners, LLC 0.28% Reduce -29.5% 3,253 $1.7M
D. Scott Neal, Inc. 1.12% Add +25.4% 3,252 $1.7M
Janney Capital Management LLC 0.11% No change 3,253 $1.7M
Martel Wealth Advisors LLC 0.37% Reduce -38.0% 3,254 $1.7M
Cowa, LLC 1.00% Reduce -8.5% 3,235 $1.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2.68% No change 3,225 $1.7M
Altus Wealth Group LLC 0.85% Add +14.9% 3,230 $1.7M
WESCAP Management Group, Inc. 0.49% Add +1.6% 3,229 $1.7M
Randolph Co Inc 0.21% Reduce -0.1% 3,223 $1.7M
CORDA Investment Management, LLC. 0.13% Add +17.2% 3,215 $1.7M
Delta Asset Management LLC 0.15% Add +5.7% 3,214 $1.7M
Eschler Asset Management LLP 1.09% Reduce -13.8% 3,310 $1.7M
TFC Financial Management, Inc. 0.30% Reduce -3.0% 3,210 $1.7M
First PREMIER Bank 0.44% Reduce -10.6% 3,209 $1.7M
Melfa Wealth Management, Inc. 1.21% New 3,197 $1.7M
Chickasaw Capital Management LLC 0.08% Reduce -2.1% 3,196 $1.7M
Congress Asset Management Co. 0.01% Reduce -33.7% 3,194 $1.7M
Powell Investment Advisors, LLC 0.88% Add +0.7% 3,178 $1.7M
CFS Investment Advisory Services, LLC 0.28% Reduce -2.8% 3,183 $1.7M
Wallace Advisory Group, LLC 1.25% No change 3,502 $1.7M
Forte Capital LLC 0.21% Add +0.3% 3,178 $1.7M
Cassady Schiller Wealth Management, LLC 0.74% Add +5.4% 3,178 $1.7M
Sierra Summit Advisors LLC 0.45% Add +28.4% 3,176 $1.7M
Beck Bode, LLC 0.34% Reduce -13.7% 3,173 $1.7M
Eudaimonia Partners, LLC 0.39% Add +1.4% 3,163 $1.7M
Wambolt & Associates, LLC 0.50% Reduce -4.2% 3,164 $1.7M
Shaker Investments LLC 0.70% Reduce -0.1% 3,152 $1.6M
BOK Financial Private Wealth, Inc. 0.12% Add +0.0% 3,142 $1.6M
High Probability Advisors, LLC 0.31% Reduce -4.0% 3,148 $1.6M
Curbstone Financial Management Corp 0.36% Add +1.6% 3,147 $1.6M
Bank of Marin 1.45% Reduce -2.7% 3,143 $1.6M
Altus Wealth Management, LLC 0.86% Reduce -0.1% 3,142 $1.6M
Equita Financial Network, Inc. 0.74% No change 3,136 $1.6M
Bourgeon Capital Management LLC 0.32% Add +20.6% 3,123 $1.6M
Red Door Wealth Management, LLC 0.32% Add +13.7% 3,122 $1.6M
Navellier & Associates Inc. 0.20% Add +14.7% 3,122 $1.6M
Fairview Capital Investment Management, LLC 0.09% Reduce -0.8% 3,112 $1.6M
Fiduciary Family Office, LLC 0.64% Reduce -10.8% 3,110 $1.6M
Prairie Sky Financial Group LLC 0.97% Add +4.5% 3,101 $1.6M
Bill Few Associates, Inc. 0.66% Reduce -3.1% 3,095 $1.6M
Maripau Wealth Management LLC 1.20% Add +13.1% 3,069 $1.6M
Wealth Group Ltd 0.49% Reduce -4.0% 3,079 $1.6M
CoreFirst Bank & Trust 1.00% No change 3,061 $1.6M
TrueWealth Financial Partners 1.12% New 3,059 $1.6M
Ayrshire Capital Management LLC 0.87% Reduce -0.9% 3,058 $1.6M
Koss-Olinger Consulting, LLC 0.87% Reduce -35.6% 3,058 $1.6M
Richardson Financial Services Inc. 1.13% Add +45.8% 2,989 $1.6M
Hanson & Doremus Investment Management 0.27% No change 3,046 $1.6M
Parkside Advisors LLC 0.41% Add +5.8% 3,033 $1.6M
Headlands Technologies LLC 0.38% New 3,041 $1.6M
MA Private Wealth 0.32% Reduce -3.7% 3,040 $1.6M
River Wealth Advisors LLC 0.23% Reduce -1.4% 3,035 $1.6M
Coombe, Bender & Co LLC 0.96% Reduce -3.7% 3,030 $1.6M
Legacy Financial Group LLC 0.32% New 3,020 $1.6M
Violich Capital Management, Inc. 0.23% Reduce -3.0% 3,015 $1.6M
Trillium Asset Management, LLC 0.04% Reduce -8.2% 3,008 $1.6M
Chartwell Investment Partners, LLC 0.05% No change 3,003 $1.6M
Meridian Financial Advisors, LLC 1.17% Add +0.3% 3,003 $1.6M
Empire Financial Management Company, LLC 0.52% Add +43.9% 3,002 $1.6M
Nordwand Advisors, LLC 0.61% No change 3,000 $1.6M
HITE Hedge Asset Management LLC 0.16% No change 3,000 $1.6M
Taylor Financial Group, Inc. 1.19% Reduce -0.0% 2,993 $1.6M
Investment Advisory Services Inc. /TX 0.57% Reduce -9.7% 2,990 $1.6M
Main Street Research LLC 0.11% Add +6.2% 2,974 $1.6M
Consolidated Portfolio Review Corp 0.41% Reduce -73.0% 2,961 $1.5M
Cognios Beta Neutral Large Cap Fund, LP 2.02% No change 2,960 $1.5M
TruNorth Capital Management, LLC 0.53% — 2,958 $1.5M
Mattern Capital Management, LLC 0.21% No change 2,951 $1.5M
MSH Capital Advisors LLC 0.54% Reduce -1.7% 2,935 $1.5M
Leith Wheeler Investment Counsel Ltd. 0.15% No change 2,934 $1.5M
Citizens & Northern Corp. 0.52% Reduce -2.2% 2,933 $1.5M
Lumbard & Kellner, LLC 0.75% No change 2,932 $1.5M
W.H. Cornerstone Investments Inc. 1.10% Add +0.1% 2,926 $1.5M
Teamwork Financial Advisors, LLC 0.24% Reduce -17.8% 2,921 $1.5M
Gilliland Jeter Wealth Management LLC 0.53% Reduce -2.7% 2,922 $1.5M
WMG Financial Advisors, LLC 0.87% Add +2.6% 2,915 $1.5M
FourThought Financial Partners, LLC 0.17% Reduce -14.0% 2,909 $1.5M
WealthBridge Investment Counsel Inc. 0.56% No change 2,892 $1.5M
Prosperity Financial Group, Inc. 0.93% Reduce -0.6% 2,885 $1.5M
Mandatum Life Insurance Co Ltd 0.50% No change 2,885 $1.5M
Whitaker-Myers Wealth Managers, LTD. 0.64% Add +24.6% 2,884 $1.5M
Birch Hill Investment Advisors LLC 0.07% Add +1.1% 2,882 $1.5M
Front Row Advisors LLC 0.56% Reduce -7.3% 2,871 $1.5M
Frisch Financial Group, Inc. 0.50% Add +0.2% 2,879 $1.5M
Register Financial Advisors LLC 0.78% Add +0.0% 2,871 $1.5M
LaFleur & Godfrey LLC 0.22% Reduce -22.2% 2,867 $1.5M
Convergence Financial, LLC 0.62% Reduce -50.3% 2,867 $1.5M
Caitlin John, LLC 1.14% Reduce -65.1% 2,864 $1.5M
Ulland Investment Advisors, LLC 1.21% Reduce -0.6% 2,860 $1.5M
EPG Wealth Management LLC 0.37% Reduce -1.8% 2,860 $1.5M
Roof Eidam Maycock Peralta, LLC 0.41% Add +0.1% 2,836 $1.5M
Richard W. Paul & Associates, LLC 0.59% Reduce -11.0% 2,819 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.51% Reduce -0.7% 2,819 $1.5M
Fermata Advisors, LLC 0.33% Reduce -4.6% 2,802 $1.5M
Heritage Financial Services, LLC 0.22% Reduce -4.3% 2,794 $1.5M
JNBA Financial Advisors 0.15% Add +29.3% 2,791 $1.5M
Valtinson Bruner Financial Planning LLC 0.62% Reduce -3.8% 2,786 $1.5M
Cambridge Financial Group, LLC 0.69% Add +0.2% 2,783 $1.5M
Philadelphia Trust Co. 0.12% Reduce -17.9% 2,783 $1.5M
Gordian Advisors LLC 1.34% No change 2,780 $1.5M
Professional Advisory Services Inc. 0.18% Reduce -1.1% 2,780 $1.5M
Centurion Wealth Management LLC 0.57% Reduce -17.1% 2,773 $1.5M
Goodman Financial Corp 0.33% Reduce -9.4% 2,771 $1.4M
Old Port Advisors 0.44% Reduce -0.8% 2,770 $1.4M
Sutton Place Investors LLC 0.72% Add +2.2% 2,768 $1.4M
Palouse Capital Management, Inc. 0.96% Reduce -11.6% 2,767 $1.4M
Staley Capital Advisers Inc. 0.07% No change 2,753 $1.4M
Delta Financial Group, Inc. 0.42% Add +0.3% 2,753 $1.4M
Meyer Handelman Co. 0.05% New 2,750 $1.4M
Capital CS Group, LLC 1.44% Add +21.9% 2,749 $1.4M
CNB Bank 0.70% Add +4.7% 2,729 $1.4M
Exchange Bank 1.17% Add +35.2% 2,718 $1.4M
BlackDiamond Wealth Management, LLC 1.01% Reduce -1.6% 2,712 $1.4M
Westbourne Investment Advisors, Inc. 0.52% Reduce -0.8% 2,704 $1.4M
Laurel Wealth Planning LLC 0.94% Reduce -6.6% 2,699 $1.4M
DGS Capital Management, LLC 0.40% Add +191.8% 2,699 $1.4M
Private Capital Advisors, Inc. 0.18% No change 2,697 $1.4M
Summit Investment Advisory Services, LLC 0.83% Reduce -0.4% 2,694 $1.4M
Sterling Financial Planning, Inc. 0.57% Reduce -1.5% 2,694 $1.4M
Riverstone Advisors, LLC 0.84% Add +8.0% 2,689 $1.4M
Capital Planning Advisors, LLC 0.25% Reduce -10.9% 2,688 $1.4M
Fortem Financial Group, LLC 0.62% Reduce -24.6% 2,682 $1.4M
Chemistry Wealth Management LLC 0.38% Add +7.9% 2,682 $1.4M
Liberty Capital Management, Inc. 0.34% Reduce -5.9% 2,674 $1.4M
Financial Council, LLC 0.83% Add +1.5% 2,670 $1.4M
American Capital Management Inc. 0.04% No change 2,666 $1.4M
Cambridge Capital Management, LLC 1.09% No change 2,666 $1.4M
Aire Advisors, LLC 0.31% Add +9.4% 2,660 $1.4M
Capital Investment Counsel, LLC 0.30% Add +62.2% 2,665 $1.4M
Wallace Capital Management Inc. 0.19% Add +7.2% 2,664 $1.4M
Girard Partners LTD. 0.13% Reduce -0.5% 2,662 $1.4M
Secure Asset Management, LLC 0.33% Add +46.1% 2,662 $1.4M
Core Wealth Advisors, Inc. 0.47% Add +1.6% 2,655 $1.4M
LVW Advisors, LLC 0.23% Reduce -1.4% 2,648 $1.4M
Landmark Wealth Management, Inc. 14.25% Reduce -9.3% 2,647 $1.4M
First Personal Financial Services 0.32% Reduce -23.2% 2,646 $1.4M
Chilton Investment Co. Inc. 0.04% Add +4.1% 2,646 $1.4M
Proathlete Wealth Management LLC 0.74% Reduce -10.8% 2,644 $1.4M
Palo Alto Wealth Advisors, LLC 0.97% Reduce -1.3% 2,635 $1.4M
Suncoast Equity Management 0.16% Reduce -16.4% 2,639 $1.4M
SS&H Financial Advisors, Inc. 0.57% No change 2,640 $1.4M
L. Roy Papp & Associates, LLP 0.16% Add +0.3% 2,635 $1.4M
Steigerwald, Gordon & Koch Inc. 0.17% Add +1.3% 2,627 $1.4M
Sound Income Strategies, LLC 0.10% Reduce -37.6% 2,627 $1.4M
Triangle Securities Wealth Management 0.39% Reduce -10.4% 2,626 $1.4M
Lazari Capital Management, Inc. 0.74% Reduce -4.8% 2,622 $1.4M
Legacy Financial Advisors, Inc. 0.24% Add +3.4% 2,615 $1.4M
Old Mission Investment Co LLC 0.46% Add +0.1% 2,608 $1.4M
Mountain Pacific Investment Advisers LLC 0.08% Add +22.7% 2,607 $1.4M
Resources Management Corp. /CT/ 0.20% Reduce -0.1% 2,602 $1.4M
Rakuten Securities, Inc. 0.60% Add +15.3% 2,599 $1.4M
MBA Advisors LLC 0.70% Reduce -3.6% 2,599 $1.4M
Clarity Capital Partners LLC 0.89% Add +11.3% 2,596 $1.4M
Summit X, LLC 0.35% Add +40.6% 2,589 $1.4M
Oarsman Capital, Inc. 0.32% Add +1.9% 2,589 $1.4M
Triton Wealth Management, PLLC 0.94% Reduce -0.8% 2,681 $1.4M
Friedenthal Financial 0.83% Add +6.1% 2,586 $1.4M
Retirement Guys Formula LLC 0.66% Reduce -16.0% 2,583 $1.4M
Monterey Private Wealth, Inc. 0.54% Add +0.3% 2,582 $1.4M
Narus Financial Partners, LLC 0.58% Reduce -7.0% 2,581 $1.4M
Canoe Financial LP 0.02% Add +143.2% 15,440 $1.3M
Consilium Wealth Advisory, LLC 0.76% Reduce -0.2% 2,575 $1.3M
Occidental Asset Management, LLC 0.25% Add +19.3% 2,570 $1.3M
Steel Grove Capital Advisors, LLC 0.18% Reduce -20.4% 2,560 $1.3M
Southeast Asset Advisors, LLC 0.16% Add +0.1% 2,557 $1.3M
RiverGlades Family Offices LLC 1.07% Reduce -7.2% 2,571 $1.3M
Spectrum Asset Management, Inc. (NB/CA) 0.57% Reduce -1.6% 2,538 $1.3M
Affinity Capital Advisors, LLC 0.30% Add +17.2% 2,542 $1.3M
Oak Harvest Investment Services 0.22% Add +18.1% 2,539 $1.3M
Upper Left Wealth Management, LLC 1.23% Reduce -6.6% 2,534 $1.3M
Grant/GrossMendelsohn, LLC 0.62% Add +2.2% 2,545 $1.3M
Fulton Bank, N.A. 0.05% No change 2,505 $1.3M
Blodgett Wealth Advisors, LLC 1.19% No change 2,504 $1.3M
Primoris Wealth Advisors, LLC 1.05% No change 2,500 $1.3M
Skaana Management L.P. 2.68% New 2,500 $1.3M
State Farm Mutual Automobile Insurance Co. 0.00% No change 2,500 $1.3M
Matthew Goff Investment Advisor, LLC 0.26% Add +1.2% 2,490 $1.3M
Letko, Brosseau & Associates Inc. 0.02% Add +44.8% 2,490 $1.3M
Dearborn Partners LLC 0.06% Reduce -45.4% 2,490 $1.3M
DHK Financial Advisors, Inc. 0.92% New 2,482 $1.3M
First Command Advisory Services, Inc. 0.01% Add +1.9% 2,504 $1.3M
Able Wealth Management LLC 1.13% Add +1.7% 2,483 $1.3M
Atwood & Palmer Inc. 0.10% Reduce -29.7% 2,482 $1.3M
Costello Asset Management, INC 0.93% Add +81.6% 2,477 $1.3M
Gallagher Fiduciary Advisors, LLC 0.05% Reduce -24.2% 2,477 $1.3M
SigFig Wealth Management, LLC 0.05% Reduce -42.1% 2,471 $1.3M
Bleichroeder LP 0.32% No change 2,470 $1.3M
Wealth Alliance Advisory Group, LLC 0.30% Add +2.9% 2,470 $1.3M
Acorn Wealth Advisors, LLC 0.67% Add +0.2% 2,467 $1.3M
Orgel Wealth Management, LLC 0.04% Reduce -6.5% 2,464 $1.3M
Capital Research Global Investors 0.00% Reduce -51.4% 2,463 $1.3M
Wellington Shields & Co., LLC 0.43% Add +115.4% 2,462 $1.3M
Awm Capital, LLC 0.21% Reduce -0.1% 2,454 $1.3M
LexAurum Advisors, LLC 0.33% Reduce -0.1% 2,453 $1.3M
Private Capital Management LLC 0.28% Add +5.6% 2,451 $1.3M
FSA Advisors, Inc. 1.37% Add +11.6% 2,448 $1.3M
Valicenti Advisory Services Inc. 0.36% Add +3.7% 2,444 $1.3M
Advisors Preferred, LLC 0.21% Reduce -15.8% 2,444 $1.3M
JT Stratford LLC 0.25% Add +408.0% 2,423 $1.3M
London Co. of Virginia 0.01% Reduce -53.5% 2,422 $1.3M
WealthPlan Investment Management, LLC 0.19% Add +5.5% 2,418 $1.3M
Bradley & Co. Private Wealth Management, LLC 1.02% Add +11404.8% 2,416 $1.3M
Penbrook Management LLC 0.78% No change 2,415 $1.3M
Dana Investment Advisors, Inc. 0.04% Reduce -12.7% 2,415 $1.3M
GAMMA Investing LLC 0.26% Add +192.5% 2,413 $1.3M
O'ROURKE & COMPANY, Inc 0.73% Add +9.9% 2,414 $1.3M
Northstar Advisory Group, LLC 0.76% New 2,424 $1.3M
Founders Financial Securities LLC 0.13% Reduce -18.9% 2,404 $1.3M
Collaborative Wealth Managment Inc. 0.62% No change 2,382 $1.2M
Yeomans Consulting Group, Inc. 0.54% No change 2,377 $1.2M
Townsend Asset Management Corp. /NC/ 0.49% Add +3.0% 2,375 $1.2M
Idaho Trust Co 1.20% New 2,374 $1.2M
Fingerlakes Wealth Management, Inc. 1.20% Add +1.2% 2,374 $1.2M
Ballast Advisors LLC 0.42% Reduce -0.7% 2,373 $1.2M
Tranquility Partners, LLC 0.48% Reduce -73.8% 2,366 $1.2M
Lantz Financial LLC 0.40% Reduce -16.4% 2,361 $1.2M
Meeder Advisory Services, Inc. 0.13% Reduce -12.7% 2,361 $1.2M
Northwest Investment Counselors, LLC 0.30% Reduce -0.3% 2,357 $1.2M
Moisand Fitzgerald Tamayo, LLC 0.19% No change 2,354 $1.2M
FSM Wealth Advisors, LLC 0.44% Add +0.4% 2,351 $1.2M
Hudson Value Partners, LLC 0.52% Reduce -12.8% 2,340 $1.2M
Bruce G. Allen Investments, LLC 1.01% Add +0.4% 2,339 $1.2M
Alpha Omega Wealth Management LLC 0.23% Add +0.3% 2,325 $1.2M
Darden Wealth Group Inc 0.96% Add +9.9% 2,323 $1.2M
49 Wealth Management, LLC 0.26% Add +7.4% 2,323 $1.2M
ESL Trust Services, LLC 0.32% No change 2,312 $1.2M
Cutler Investment Counsel LLC 0.16% Reduce -3.2% 2,296 $1.2M
Beirne Wealth Consulting Services, LLC 0.51% Add +0.1% 2,295 $1.2M
Baker Boyer National Bank 0.41% No change 2,303 $1.2M
Wealthstar Advisors, LLC 0.42% Add +2.2% 2,337 $1.2M
UNIVEST FINANCIAL Corp 0.34% Reduce -0.4% 2,294 $1.2M
Welch Group, LLC 0.06% Reduce -38.8% 2,293 $1.2M
Gilman Hill Asset Management, LLC 0.21% Reduce -7.1% 2,288 $1.2M
Obsidian Cio, LLC 0.29% Add +14.9% 2,287 $1.2M
Consilio Wealth Advisors, LLC 0.56% Reduce -10.5% 2,286 $1.2M
Pursue Wealth Partners LLC 0.70% Add +1.1% 2,282 $1.2M
Sensible Money, LLC 0.64% Reduce -4.5% 2,281 $1.2M
Clean Yield Group 0.46% Reduce -0.9% 2,280 $1.2M
Bell Investment Advisors, Inc 0.23% Reduce -38.4% 2,274 $1.2M
Global Assets Advisory, LLC 0.72% New 2,277 $1.2M
Missouri Trust & Investment Co 0.46% Reduce -0.1% 2,272 $1.2M
Northeast Financial Group, Inc. 0.53% Reduce -5.8% 2,271 $1.2M
Excalibur Management Corp. 0.50% Add +11.4% 2,270 $1.2M
Parthenon LLC 0.15% Reduce -4.5% 2,266 $1.2M
Monetary Management Group Inc. 0.33% Add +10.0% 2,263 $1.2M
Kuhn & Co Investment Counsel 1.11% Reduce -3.6% 2,262 $1.2M
Bordeaux Wealth Advisors LLC 0.39% Add +15.6% 2,259 $1.2M
Charles Schwab Trust Co 0.11% Add +147.1% 2,256 $1.2M
Darrow Company, Inc. 0.77% No change 2,253 $1.2M
Westwood Wealth Management 0.58% Reduce -13.6% 2,251 $1.2M
American Financial Advisors, LLC 0.17% Add +5.2% 2,245 $1.2M
Davis Capital Management 1.05% Add +5.5% 2,247 $1.2M
Trevian Wealth Management LLC 0.80% Add +2.0% 2,243 $1.2M
DORCHESTER WEALTH MANAGEMENT Co 0.21% Add +10.3% 2,242 $1.2M
Intellectus Partners, LLC 0.31% Add +1.9% 2,234 $1.2M
Leisure Capital Management 0.59% No change 2,239 $1.2M
Park Edge Advisors, LLC 0.33% Add +0.5% 2,238 $1.2M
Hiley Hunt Wealth Management 0.77% No change 2,237 $1.2M
Francis Financial, Inc. 0.38% Reduce -1.8% 2,237 $1.2M
Heritage Investors Management Corp. 0.04% Reduce -10.8% 2,236 $1.2M
Kavar Capital Partners Group, LLC 0.22% Reduce -51.4% 2,233 $1.2M
Midwest Financial Group LLC 0.78% Add +7.0% 2,233 $1.2M
Pekin Hardy Strauss, Inc. 0.16% Add +6.4% 2,231 $1.2M
Ratio Wealth Group 0.22% Add +0.3% 2,229 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.30% Reduce -10.2% 2,226 $1.2M
PrairieView Partners, LLC 0.13% Reduce -4.8% 2,222 $1.2M
Armor Investment Advisors, LLC 0.56% No change 2,223 $1.2M
FinTrust Capital Advisors, LLC 0.22% Reduce -22.1% 2,222 $1.2M
Fiduciary Group, LLC 0.13% Reduce -2.4% 2,221 $1.2M
Massachusetts Wealth Management 0.82% Reduce -1.1% 2,218 $1.2M
Sebold Capital Management, Inc. 0.78% Reduce -1.1% 2,217 $1.2M
True Link Financial Advisors, LLC 0.11% Reduce -5.8% 2,215 $1.2M
Trinity Legacy Partners, LLC 0.34% Reduce -38.9% 2,214 $1.2M
Castle Wealth Management LLC 0.60% Reduce -12.8% 2,205 $1.2M
Boyd Wealth Management, LLC 0.66% Add +0.2% 2,204 $1.2M
Atlanta Consulting Group Advisors, LLC 0.40% — 2,200 $1.2M
Von Berge Wealth Management Group, LLC 0.74% Add +0.1% 2,196 $1.1M
Coastal Bridge Advisors, LLC 0.26% Add +2.5% 2,188 $1.1M
Fortune Financial Advisors, LLC 0.73% Reduce -2.5% 2,183 $1.1M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.85% No change 2,180 $1.1M
Wellington Shields Capital Management, LLC 0.21% Reduce -52.5% 2,180 $1.1M
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -4.0% 2,180 $1.1M
Graybill Wealth Management, LTD. 0.48% Add +7.2% 2,178 $1.1M
Assetmark, Inc. 0.00% Add +20.3% 2,177 $1.1M
SYM FINANCIAL Corp 0.19% Reduce -0.2% 2,176 $1.1M
VAUGHAN & Co SECURITIES, INC. 0.72% Reduce -1.1% 2,171 $1.1M
Brooks, Moore & Associates, Inc. 0.73% Reduce -4.4% 2,165 $1.1M
Grey Fox Wealth Advisors, LLC 0.42% Add +62.2% 2,151 $1.1M
Factory Mutual Insurance Co. 0.01% Reduce -99.3% 2,156 $1.1M
HBW Advisory Services LLC 0.21% No change 2,368 $1.1M
Lam Group, Inc. 0.92% No change 2,150 $1.1M
Alpha Financial Partners LLC 1.02% Add +0.7% 2,150 $1.1M
Robinson Smith Wealth Advisors LLC 1.08% Add +0.1% 2,150 $1.1M
New Century Financial Group, LLC 0.78% Add +1.9% 2,148 $1.1M
Mayport, LLC 0.43% No change 2,145 $1.1M
Sugarloaf Wealth Management, LLC 0.23% Add +2.9% 2,142 $1.1M
Mark Sheptoff Financial Planning, LLC 0.62% No change 2,139 $1.1M
Miramar Capital, LLC 0.28% Add +2.3% 2,160 $1.1M
Levy Wealth Management Group, LLC 0.31% No change 2,346 $1.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.53% Reduce -12.3% 2,131 $1.1M
McGuire Investment Group, LLC 0.16% No change 2,121 $1.1M
Financial Network Wealth Advisors LLC 1.10% No change 2,119 $1.1M
Websterrogers Financial Advisors, LLC 0.39% Reduce -1.9% 2,107 $1.1M
Yarger Wealth Strategies, LLC 0.75% Add +0.3% 2,106 $1.1M
Cape Ann Savings Bank 0.69% Reduce -5.2% 2,104 $1.1M
Blackston Financial Advisory Group, LLC 0.73% Reduce -18.6% 2,102 $1.1M
JPL Wealth Management, LLC 0.61% Add +2.7% 2,101 $1.1M
Marcum Wealth, LLC 0.11% Reduce -61.5% 2,100 $1.1M
EagleClaw Capital Managment, LLC 0.20% Add +10.5% 2,098 $1.1M
ERn Financial, LLC 0.19% Reduce -2.1% 2,097 $1.1M
Bellecapital International Ltd. 0.25% Add +0.9% 2,097 $1.1M
Lincoln Capital Corp. 0.48% Reduce -0.2% 2,086 $1.1M
Integral Investment Advisors, Inc. 0.45% New 2,084 $1.1M
Courage Miller Partners, LLC 0.38% No change 2,083 $1.1M
N.E.W. Advisory Services LLC 0.12% Add +0.2% 2,082 $1.1M
Heartwood Wealth Advisors LLC 0.13% Reduce -0.5% 2,068 $1.1M
Morse Asset Management, Inc 0.28% Add +47.5% 2,067 $1.1M
Long Road Investment Counsel, LLC 0.45% No change 2,064 $1.1M
Viewpoint Capital Management LLC 0.69% No change 2,063 $1.1M
Picton Mahoney Asset Management 0.05% Reduce -12.7% 2,060 $1.1M
SkyOak Wealth, LLC 0.26% Add +23.2% 2,059 $1.1M
Prossimo Advisors, LLC 2.07% No change 2,050 $1.1M
Elwood & Goetz Wealth Advisory Group, LLC 0.26% Reduce -6.8% 2,048 $1.1M
NCP Inc. 0.74% — 2,034 $1.1M
Angeles Investment Advisors, LLC 0.06% No change 2,026 $1.1M
Capital Investment Counsel, Inc 0.18% No change 2,032 $1.1M
FreeGulliver LLC 0.94% No change 2,025 $1.1M
Patrick M Sweeney & Associates, Inc. 0.87% No change 2,020 $1.1M
Chapman Investment Management, LLC 0.78% No change 2,017 $1.1M
Duncan Williams Asset Management, LLC 0.95% — 2,013 $1.1M
River Street Advisors LLC 0.71% Reduce -2.6% 2,010 $1.1M
Buffington Mohr McNeal 0.19% Reduce -5.5% 2,008 $1.1M
Private Wealth Strategies, L.L.C. 0.23% Reduce -2.6% 2,008 $1.1M
Asset Planning Corporation 0.77% Add +0.1% 2,007 $1.0M
Elevatus Welath Management 0.41% Reduce -88.8% 2,006 $1.0M
Sterling Manor Financial, LLC 0.79% No change 2,001 $1.0M
Steele Capital Management, Inc. 0.06% Add +11.9% 1,994 $1.0M
Virginia Wealth Management Group, Inc. 0.85% No change 2,000 $1.0M
Maple Capital Management, Inc. 0.10% Add +0.9% 2,000 $1.0M
Smartleaf Asset Management LLC 0.20% Reduce -35.0% 1,995 $1.0M
Cora Capital Advisors LLC 0.56% Reduce -3.9% 1,994 $1.0M
Ti-Trust, Inc. 0.76% Reduce -0.1% 1,984 $1.0M
Syntegra Private Wealth Group, LLC 0.13% Reduce -2.1% 1,984 $1.0M
Full Sail Capital, LLC 0.07% Reduce -7.1% 1,980 $1.0M
Mango Five Family, Inc. 0.34% Reduce -6.4% 1,979 $1.0M
Arq Wealth Advisors, LLC 0.45% No change 1,977 $1.0M
Balefire, LLC 0.37% Add +43.4% 1,976 $1.0M
Arista Wealth Management, LLC 0.79% Reduce -50.3% 1,971 $1.0M
Pathway Financial Advisers, LLC 0.37% Add +25.9% 1,967 $1.0M
One Charles Private Wealth Services, LLC 0.45% Add +0.3% 1,962 $1.0M
Your Advocates Ltd., LLP 0.43% Add +1.7% 1,959 $1.0M
Fca Corp. 0.33% No change 1,954 $1.0M
Silver Oak Advisory Group, Inc. 0.57% Add +0.4% 1,945 $1.0M
Navalign, LLC 0.34% Reduce -7.7% 1,943 $1.0M
Carl P. Sherr & Co., LLC 0.57% No change 1,943 $1.0M
Alerus Financial NA 0.08% Reduce -0.3% 1,942 $1.0M
Socha Financial Group, LLC 0.45% Add +71.5% 1,940 $1.0M
Rinkey Investments 0.37% Add +61.2% 1,936 $1.0M
Cypress Asset Management Inc. 0.27% Add +16.0% 1,729 $1.0M
Precedent Wealth Partners, LLC 0.43% No change 1,924 $1.0M
Marion Wealth Management 0.30% Add +22.7% 1,923 $1.0M
Archer Investment Corp 0.30% Reduce -4.2% 1,922 $1.0M
Bear Mountain Capital, Inc. 0.43% No change 2,004 $1.0M
Horizon Kinetics Asset Management LLC 0.02% Reduce -29.8% 1,917 $1.0M
Front Street Capital Management, Inc. 0.19% Add +107.0% 1,906 $997K
Elm Partners Management LLC 0.08% Add +11.9% 1,905 $996K
Cornerstone Planning Group LLC 0.31% Reduce -1.2% 1,948 $996K
Pine Haven Investment Counsel, Inc 0.88% Reduce -3.8% 1,902 $995K
Dominguez Wealth Management Solutions, Inc. 0.78% Add +0.2% 1,893 $990K
Annapolis Financial Services, LLC 0.33% Reduce -54.8% 1,892 $990K
Marino, Stram & Associates LLC 0.23% Add +0.1% 1,891 $989K
Rosenblum Silverman Sutton S F Inc. 0.28% Reduce -1.5% 1,891 $989K
Colonial Trust Advisors 0.10% Add +2.2% 1,889 $988K
Tranquilli Financial Advisor LLC 0.66% Add +163.3% 1,888 $988K
Prosperitas Financial LLC 0.63% Reduce -17.0% 1,885 $986K
Roberts Capital Advisors, LLC 0.95% — 1,884 $985K
Godshalk Welsh Capital Management, Inc. 0.66% No change 1,875 $981K
Kirtland Hills Capital Management, LLC 0.85% — 1,895 $980K
Fidelity D & D Bancorp Inc. 0.74% No change 1,872 $979K
Theory Financial LLC 0.50% Add +4.3% 1,872 $979K
Radnor Capital Management, LLC 0.17% No change 1,872 $979K
Wilson & Boucher Capital Management, LLC 0.77% Add +2.0% 1,869 $978K
Vernal Point Advisors, LLC 0.83% No change 1,860 $976K
Fourpath Capital Management, LLC 0.68% Add +0.1% 1,865 $975K
Clarus Group, Inc. 0.68% Add +0.1% 1,865 $975K
Gallacher Capital Management LLC 0.50% Reduce -18.4% 1,863 $974K
Meeder Asset Management Inc. 0.06% No change 1,861 $973K
One Wealth Management Investment & Advisory Services, LLC 0.40% Reduce -10.6% 1,861 $973K
Wealth Quarterback LLC 0.54% Add +1.0% 1,861 $973K
Doheny Asset Management 0.80% Add +24.1% 1,861 $973K
Trivant Custom Portfolio Group, LLC 0.62% Reduce -28.2% 1,860 $973K
Caxton Corp. 5.53% Add +40.4% 1,856 $971K
Poplar Forest Capital LLC 0.13% No change 1,855 $970K
Warren Street Wealth Advisors, LLC 0.48% No change 1,853 $969K
Vance Wealth, LLC 0.38% Add +15.9% 1,840 $962K
Austin Wealth Management, LLC 0.24% New 1,815 $962K
Ategra Capital Management, LLC 0.44% No change 1,838 $961K
Burton Enright Welch 0.23% Reduce -0.2% 1,830 $957K
Pension & Wealth Management Advisors, Inc. 0.63% Add +21.1% 1,827 $956K
Kapstone Financial Advisors LLC 0.65% Add +1.1% 1,827 $956K
Vista Investment Management 0.39% Reduce -0.3% 1,822 $953K
Werba Rubin Papier Wealth Management 0.28% Reduce -1.8% 1,815 $952K
High Note Wealth, LLC 0.31% Reduce -6.4% 1,820 $952K
tru Independence LLC 0.28% Reduce -19.6% 1,818 $951K
Financial Partners Group, LLC 0.37% Add +0.4% 1,814 $949K
KPP Advisory Services LLC 0.26% New 1,811 $947K
Palogic Value Management, L.P. 0.41% Add +0.1% 1,810 $947K
Beaton Management Co. Inc. 0.51% No change 1,804 $944K
HTG Investment Advisors, Inc. 0.55% No change 1,802 $943K
Fort Pitt Capital Group, LLC 0.03% Add +89.9% 1,800 $942K
Red Tortoise LLC 0.52% Reduce -0.2% 1,795 $939K
IMA Advisory Services, Inc. 0.44% Reduce -5.8% 1,783 $933K
Weatherly Asset Management L. P. 0.09% Add +0.2% 1,769 $928K
Hemenway Trust Co LLC 0.08% Add +25.0% 1,774 $928K
Arvest Investments, Inc. 0.15% Reduce -1.1% 1,769 $925K
Concord Wealth Partners 0.17% Add +8.7% 1,768 $925K
Wescott Financial Advisory Group, LLC 0.11% Add +42.5% 1,766 $924K
Jmac Enterprises LLC 0.17% Reduce -1.1% 1,765 $923K
Strid Group, LLC 0.17% Add +0.4% 1,763 $922K
Retirement Group, LLC 0.33% Add +5.8% 1,757 $919K
FSB Premier Wealth Management, Inc. 0.43% Add +5.7% 1,755 $918K
Independent Investors Inc. 0.22% No change 1,755 $918K
Mach-1 Financial Group, LLC 0.70% Add +2115.2% 1,750 $915K
Park Place Capital Corp 0.33% Add +660.4% 1,749 $915K
Acadian Asset Management LLC 0.00% Reduce -87.6% 1,749 $913K
Naviter Wealth, LLC 0.15% Reduce -10.4% 1,739 $913K
IMS Capital Management 0.42% Add +0.9% 1,743 $912K
Myecfo, LLC 0.53% No change 1,741 $911K
GHP Investment Advisors, Inc. 0.04% Add +3.0% 1,733 $907K
Addenda Capital Inc. 0.03% Reduce -21.9% 1,727 $903K
Intergy Private Wealth, LLC 0.37% No change 1,725 $902K
Passive Capital Management, LLC. 0.35% No change 1,723 $901K
Live Oak Private Wealth LLC 0.16% Reduce -1.4% 1,721 $900K
Jessup Wealth Management, Inc 0.38% Reduce -0.3% 1,717 $898K
West Michigan Advisors, LLC 0.29% New 1,714 $896K
D.B. Root & Company, LLC 0.30% Add +45.9% 1,708 $893K
Nicollet Investment Management, Inc. 0.33% No change 1,708 $893K
Martin Capital Advisors, LLP 0.70% No change 1,707 $893K
Powers Advisory Group, LLC 0.51% Reduce -0.1% 1,707 $893K
Strategic Financial Services, Inc. 0.06% Add +0.3% 1,705 $892K
Comprehensive Financial Consultants Institutional, Inc. 0.37% Add +5.1% 1,702 $890K
Wealth Effects LLC 0.33% Reduce -17.9% 1,694 $886K
Redwood Investment Management, LLC 0.08% Add +254.4% 1,694 $886K
Somerset Group LLC 0.83% Reduce -37.2% 1,686 $882K
Diversified Investment Strategies, LLC 0.59% Add +4.0% 1,684 $881K
Shakespeare Wealth Management, LLC 0.26% Reduce -0.5% 1,683 $880K
Regatta Capital Group, LLC 0.20% Add +6.3% 1,674 $876K
RFP Financial Group LLC 0.34% Reduce -4.6% 1,672 $874K
JCP Investment Management, LLC 1.39% Add +46.9% 1,669 $873K
626 Financial, LLC 0.53% Reduce -2.2% 1,664 $870K
Stevens Capital Partners 0.52% Add +0.6% 1,661 $869K
Rockwood Wealth Management, LLC 0.11% Add +1.6% 1,660 $868K
ONE Advisory Partners, LLC 0.43% Reduce -3.1% 1,659 $868K
Advocacy Wealth Management, LLC 0.07% No change 1,659 $868K
Johnson & White Wealth Management, LLC 0.63% Add +0.5% 1,657 $867K
Buckhead Capital Management LLC 0.29% Reduce -1.2% 1,653 $865K
Providence Capital Advisors, LLC 0.19% No change 1,651 $864K
Kidder Stephen W 0.28% Reduce -5.7% 1,650 $863K
Mosley Wealth Management 0.81% Reduce -7.9% 1,646 $861K
Sinecera Capital, LLC 1.19% No change 1,641 $861K
Unison Asset Management LLC 0.45% Add +29.2% 1,645 $860K
Dravo Bay LLC 0.51% Add +48.9% 1,641 $858K
Fortress Wealth Management, Inc. 0.44% Add +11.5% 1,639 $857K
Seaside Wealth Management, Inc. 0.37% Add +0.4% 1,639 $857K
Cetera Trust Company, N.A 0.51% Reduce -69.1% 1,636 $856K
Fairman Group, LLC 0.81% Add +20.5% 1,628 $854K
Gradient Investments LLC 0.02% Reduce -69.1% 1,633 $854K
Capital Management Associates, Inc 0.63% Reduce -86.8% 1,628 $852K
BancFirst Trust & Investment Management 0.41% Reduce -21.2% 1,627 $852K
Spinnaker Investment Group, LLC 0.24% No change 1,628 $851K
Commonwealth Retirement Investments LLC 0.41% Add +3.6% 1,624 $849K
MRA Advisory Group 0.51% Add +14.5% 1,624 $849K
McDonough Capital Management, Inc 0.67% Add +0.7% 1,615 $845K
Asset Planning Services Inc. /La/ 0.47% Reduce -22.2% 1,614 $844K
Kraft Asset Management, LLC 0.68% Reduce -3.1% 1,612 $843K
Stratos Investment Management, LLC 0.08% Reduce -24.7% 1,606 $840K
Aft, Forsyth & Company, Inc. 0.48% Add +1.4% 1,603 $839K
Souders Financial Advisors 0.13% Reduce -10.9% 1,603 $838K
Dock Street Asset Management Inc. 0.13% Add +22.4% 1,602 $838K
Hansen & Associates Financial Group, Inc. 0.48% New 1,690 $837K
Concentric Wealth Management, LLC 0.22% No change 1,599 $836K
Crown Wealth Group, LLC 0.43% Add +128.3% 1,598 $836K
WESPAC Advisors, LLC 0.49% Add +6.8% 1,596 $835K
TFB Advisors LLC 0.30% Add +21.6% 1,664 $833K
Ruedi Wealth Management, Inc. 0.35% Add +0.1% 1,590 $832K
Hexagon Capital Partners LLC 0.18% Add +3.9% 1,586 $829K
LS Investment Advisors, LLC 0.13% Add +7.1% 1,585 $829K
Lakeridge Wealth Management LLC 0.54% Add +0.4% 1,582 $828K
Trivium Point Advisory, LLC 0.18% Add +2.7% 1,582 $827K
Mowery & Schoenfeld Wealth Management, LLC 1.59% No change 1,580 $826K
Beacon Financial Group 0.09% Reduce -28.6% 1,578 $826K
LifeGuide Financial Advisors, LLC 0.42% No change 1,577 $825K
Hollow Brook Wealth Management LLC 0.30% Add +34.0% 1,575 $824K
Isthmus Partners, LLC 0.09% No change 1,574 $823K
Galvin, Gaustad & Stein, LLC 0.08% Add +0.5% 1,572 $822K
PFG Private Wealth Management, LLC 0.52% Reduce -2.7% 1,567 $820K
Alternative Investment Advisors, LLC. 0.49% Add +1.1% 1,569 $819K
Horan Securities, Inc. 0.39% Reduce -2.8% 1,563 $818K
RIA Advisory Group LLC 0.33% New 1,562 $817K
Bedell Frazier Investment Counselling, LLC 0.20% Reduce -0.1% 1,561 $817K
Bank of Stockton 0.25% No change 1,560 $816K
Eagle Bluffs Wealth Management LLC 0.51% No change 1,554 $815K
Planning Capital Management Corp 0.59% Reduce -4.5% 1,557 $815K
Opinicus Capital, Inc. 0.72% Reduce -2.3% 1,556 $814K
Key Financial Inc 0.21% Reduce -0.6% 1,556 $814K
Birchcreek Wealth Management, LLC 0.43% Reduce -9.6% 1,555 $814K
Stack Financial Management, Inc 0.07% Reduce -5.6% 1,553 $812K
BKM Wealth Management, LLC 0.35% Reduce -38.3% 1,549 $811K
Bellevue Asset Management, LLC 0.46% Add +6.9% 1,549 $810K
GoalVest Advisory LLC 0.27% Reduce -4.0% 1,547 $809K
Valley Financial Group, Inc. 0.61% Reduce -3.3% 1,545 $808K
Gables Capital Management Inc. 0.44% Add +2.6% 1,543 $807K
Liberty Wealth Management LLC 0.16% Add +10.9% 1,540 $805K
Family Capital Trust Co 0.28% Reduce -0.5% 1,538 $804K
CVA Family Office, LLC 0.14% Add +0.1% 1,537 $804K
Tran Capital Management, L.P. 0.09% Reduce -65.3% 1,535 $803K
Allen Capital Group, LLC 0.12% Reduce -60.0% 1,526 $798K
Centric Wealth Management 0.25% Add +112.4% 1,589 $798K
Barnes Pettey Financial Advisors, LLC 0.69% Add +0.2% 1,524 $797K
Northstar Asset Management Inc. 0.14% No change 1,522 $796K
Quotient Wealth Partners, LLC 0.03% Add +49.3% 1,517 $794K
HF Advisory Group, LLC 0.44% Add +1.1% 1,517 $793K
Cim, LLC 0.12% Reduce -0.5% 1,516 $793K
Planning Center, Inc. 0.17% Add +0.3% 1,510 $790K
AllSquare Wealth Management LLC 0.46% Add +3.4% 1,509 $789K
Plan Group Financial, LLC 0.52% No change 1,508 $789K
Investment Partners Asset Management, Inc. 0.71% Reduce -9.1% 1,508 $789K
New Covenant Trust Company, N.A. 0.79% — 1,505 $787K
RW Investment Management LLC 0.11% No change 1,502 $786K
Core Wealth Partners LLC 0.59% Add +8.6% 1,501 $785K
PAX Financial Group, LLC 0.16% No change 1,501 $785K
J. L. Bainbridge & Co., Inc. 0.08% No change 1,501 $785K
Pennsylvania Capital Management Inc. 0.32% Add +0.3% 1,498 $784K
Foster Group, Inc. 0.04% Reduce -44.7% 1,493 $781K
Finer Wealth Management, Inc. 0.51% Add +0.7% 1,491 $780K
Centiva Capital, LP 0.05% New 1,488 $778K
Greystone Financial Group, LLC 0.16% Add +0.3% 1,488 $778K
Schear Investment Advisers, LLC 0.62% Add +10.2% 1,487 $778K
Investment Advisory Group, LLC 0.32% Add +6.9% 1,484 $776K
Encompass Wealth Advisors, LLC 0.21% No change 1,484 $776K
Cyrus J. Lawrence, LLC 0.17% — 1,478 $773K
Fenimore Asset Management Inc 0.02% No change 1,477 $773K
Cladis Investment Advisory, LLC 0.57% No change 1,474 $771K
Capital Counsel LLC 0.04% Reduce -25.7% 1,474 $771K
Ethic Inc. 0.02% No change 1,473 $771K
Aufman Associates Inc 0.54% Reduce -2.6% 1,470 $769K
Aberdeen Wealth Management LLC 0.45% No change 1,469 $768K
Tiemann Investment Advisors, LLC 0.34% No change 1,467 $767K
Prepared Retirement Institute LLC 0.57% Add +1.9% 1,465 $766K
Vectors Research Management, LLC 0.22% Reduce -16.4% 1,461 $764K
Arcadia Wealth Management, LLC 0.47% Add +1.5% 1,447 $762K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.57% Reduce -74.1% 1,453 $760K
Crossmark Global Holdings, Inc. 0.01% Reduce -81.6% 1,453 $760K
Braun-Bostich & Associates Inc. 0.63% Add +13.8% 1,449 $758K
Wolff Wiese Magana LLC 0.65% Add +3.8% 1,449 $758K
Ted Buchan & Co 0.47% Add +181.2% 1,448 $758K
Beck Capital Management, LLC 0.22% Reduce -21.7% 1,445 $756K
Wealthspan Partners, LLC 0.45% Add +39.3% 1,444 $756K
Wade Financial Advisory, Inc 0.27% No change 1,441 $754K
Savvy Advisors, Inc. 0.43% Add +88.9% 1,434 $750K
WealthCollab, LLC 0.55% No change 1,434 $750K
Horizon Investments, LLC 0.02% Reduce -31.2% 1,434 $750K
Mirabella Financial Services LLP 0.05% New 1,432 $749K
Seneca House Advisors 0.33% No change 1,431 $749K
Newton One Investments LLC 0.33% Reduce -0.7% 1,430 $748K
First Trust Direct Indexing L.P. 0.06% Add +19.8% 1,429 $748K
Nichols & Pratt Advisers LLP 0.05% Reduce -21.9% 1,427 $746K
Lafayette Investments, Inc. 0.17% Reduce -1.4% 1,425 $745K
Pacific Wealth Strategies Group, Inc. 0.62% Reduce -4.2% 1,423 $744K
Point Windward Advisors Inc. 0.31% New 1,420 $743K
Strategic Investment Advisors / MI 0.10% Reduce -16.2% 1,417 $741K
First Financial Corp. 0.37% Reduce -0.2% 1,412 $739K
SPX Gestao de Recursos Ltda 0.06% Reduce -67.7% 1,407 $736K
Envoi LLC 1.74% No change 1,406 $735K
Left Brain Wealth Management, LLC 0.36% No change 1,406 $735K
Platte River Wealth Advisors, LLC 0.21% No change 1,406 $735K
Criterion Capital Advisors, LLC 0.49% Reduce -2.6% 1,405 $735K
First Bancorp, Inc 0.56% Reduce -12.7% 1,404 $734K
Opes Wealth Management LLC 0.17% Add +9.5% 1,403 $734K
Everhart Financial Group, Inc. 0.21% Add +0.4% 1,401 $733K
Integrated Investment Consultants, LLC 0.20% Add +1.8% 1,394 $729K
Quaker Wealth Management, LLC 0.29% Add +12.3% 1,385 $724K
Stonegate Investment Group, LLC 0.02% Add +24.0% 1,379 $721K
W.G. Shaheen & Associates DBA Whitney & Co 0.09% Reduce -1.5% 1,376 $720K
Laffer Tengler Investments, Inc. 0.24% Reduce -9.1% 1,375 $719K
Indie Asset Partners, LLC 0.64% Add +4.7% 1,374 $719K
Napa Wealth Management 0.38% Reduce -6.6% 1,372 $718K
Sendero Wealth Management, LLC 0.12% Reduce -30.0% 1,371 $717K
WealthTrust Axiom LLC 0.23% Reduce -20.4% 1,369 $716K
Hurlow Wealth Management Group, Inc. 0.25% Add +0.7% 1,368 $716K
Schwarz Dygos Wheeler Investment Advisors LLC 0.20% Add +1.8% 1,365 $714K
Mma Asset Management LLC 0.34% Reduce -3.1% 1,373 $714K
BCGM Wealth Management, LLC 0.26% Add +34.2% 1,358 $710K
Thomasville National Bank 0.06% Reduce -10.1% 1,355 $709K
Vicus Capital 0.06% Reduce -11.1% 7,794 $707K
Wiser Wealth Management, Inc 0.23% No change 1,350 $706K
Rain Capital Management, LLC 0.47% Add +0.1% 1,349 $706K
Fort Sheridan Advisors LLC 0.13% New 1,348 $705K
AJ Advisors, LLC 0.39% Add +14.4% 1,346 $704K
TFG Advisers LLC 0.27% Reduce -6.6% 1,343 $702K
Financial Alternatives, Inc 0.54% No change 1,341 $701K
Thrive Capital Management, LLC 0.37% Add +0.1% 1,334 $698K
Mattern Wealth Management LLC 0.17% Reduce -4.4% 1,334 $698K
Bright Futures Wealth Management, LLC. 0.38% — 1,268 $693K
HT Partners LLC 0.25% No change 1,323 $692K
Wells Trecaso Financial Group, LLC 0.24% Reduce -7.0% 1,322 $691K
Elevated Capital Advisors, LLC 0.20% Add +58.5% 1,320 $690K
Bryant Woods Investment Advisors, LLC 0.41% Add +1.3% 1,319 $690K
Beacon Wealthcare LLC 0.31% Add +7.2% 1,319 $690K
Earned Wealth Advisors, LLC 0.26% Reduce -27.9% 1,310 $685K
Am Investment Strategies LLC 0.17% No change 1,310 $685K
Heritage Wealth Partners, LLC 1.40% No change 1,438 $684K
Bernardo Wealth Planning LLC 0.19% Add +17.8% 1,305 $682K
Butensky & Cohen Financial Security, Inc. 0.21% Reduce -2.8% 1,304 $682K
Investment Partners, LTD. 0.31% Add +0.1% 1,302 $681K
Ipswich Investment Management Co., Inc. 0.16% Add +3.2% 1,302 $681K
Cascade Investment Group, Inc. 0.51% Reduce -1.1% 1,301 $681K
Great Oak Capital Partners, LLC 0.30% Add +0.1% 1,298 $679K
Financial Futures Ltd Liability Co. 0.45% Reduce -1.6% 1,297 $678K
FSA Wealth Management LLC 0.29% Add +0.3% 1,291 $675K
Carlson Capital Management 0.03% Reduce -79.5% 1,289 $674K
4J Wealth Management LLC 0.58% Add +2.6% 1,287 $673K
HighMark Wealth Management LLC 0.42% Reduce -1.8% 1,234 $673K
C M Bidwell & Associates Ltd. 0.46% No change 1,285 $672K
Gradient Capital Advisors, LLC 0.25% Add +1.9% 1,280 $669K
Willow Creek Wealth Management Inc. 0.08% Add +11.2% 1,278 $669K
Total Wealth Planning, LLC 0.11% Add +17.3% 1,276 $668K
StoneCrest Wealth Management, Inc. 0.58% Reduce -1.0% 1,272 $665K
Monarch Capital Management Inc. 0.19% No change 1,267 $665K
Cheviot Value Management, LLC 0.15% Add +3.5% 1,270 $664K
American Trust Investment Advisors, LLC 0.32% Reduce -15.3% 1,267 $663K
Addison Advisors LLC 0.23% Reduce -2.3% 1,266 $662K
Ruggaard & Associates LLC 0.31% Reduce -1.4% 1,265 $662K
Interactive Financial Advisors, Inc. 0.36% Reduce -83.8% 1,260 $660K
Canton Hathaway, LLC 0.18% Reduce -9.3% 1,260 $659K
Scientech Research LLC 0.35% Reduce -31.5% 1,253 $655K
RAM Investment Partners, LLC 0.21% Add +26.9% 1,252 $655K
Harbor Group, Inc. 0.17% Add +0.2% 1,249 $653K
Investment House LLC 0.04% Reduce -52.5% 1,246 $652K
Hourglass Capital, LLC 0.20% Add +0.3% 1,245 $651K
Financial Management Network Inc. 0.16% Reduce -0.6% 1,266 $649K
Sequent Planning LLC 0.23% — 1,241 $649K
jvl associates llc 0.27% No change 1,241 $649K
a16z Perennial Management, L.P. 0.06% No change 1,239 $648K
Barlow Wealth Partners, LLC 0.09% Add +0.2% 1,266 $647K
Northwest Quadrant Wealth Management, LLC 0.16% Reduce -0.5% 1,234 $646K
Center For Asset Management LLC 0.53% Add +23.2% 1,232 $644K
Shaker Financial Services, LLC 0.25% New 1,222 $644K
Waypoint Wealth Partners Inc. 0.18% Add +26.3% 1,231 $644K
O'Brien Wealth Partners LLC 0.15% No change 1,230 $643K
Zuckerman Investment Group, LLC 0.07% No change 1,229 $643K
Stewardship Advisors, LLC 0.22% Reduce -33.5% 1,228 $642K
Dentgroup LLC 0.53% Add +0.4% 1,228 $642K
Jamison Private Wealth Management, Inc. 0.11% Add +1.9% 1,227 $642K
Retirement Planning Group, LLC 0.05% No change 1,227 $642K
Columbia Bank 0.26% — 1,225 $641K
Sage Investment Advisers LLC 0.73% No change 1,214 $635K
3EDGE Asset Management, LP 0.05% Reduce -4.3% 1,213 $634K
Granite Harbor Advisors, Inc. 0.43% No change 1,207 $631K
Channel Wealth LLC 0.25% Reduce -24.5% 1,206 $631K
Constitution Capital LLC 0.36% Add +5.9% 1,205 $630K
D'Orazio & Associates, Inc. 0.10% Add +1.0% 1,204 $630K
Community Bank & Trust, Waco, Texas 0.15% Add +59.8% 1,202 $629K
Narwhal Capital Management 0.06% Reduce -10.9% 1,202 $629K
Custom Portfolio Group LLC 0.52% Add +20.7% 1,197 $628K
Sassicaia Capital Advisers LLC 2.66% Reduce -53.9% 1,200 $628K
Alaethes Wealth, LLC 0.27% Reduce -37.4% 1,196 $627K
Eclectic Associates Inc. 0.29% Add +61.2% 1,198 $626K
Intelligent Financial Strategies 0.39% No change 1,194 $626K
Keb Asset Management, LLC 0.21% No change 1,197 $626K
Vise Technologies, Inc. 0.12% Add +29.2% 1,196 $625K
Holistic Financial Partners 0.32% Add +6.8% 1,195 $625K
Probity Advisors, Inc. 0.13% No change 1,194 $625K
Hall Capital Management Co. Inc. 0.31% No change 1,193 $624K
Apeiron RIA LLC 0.18% Reduce -6.7% 1,193 $624K
Portside Wealth Group, LLC 0.12% Reduce -10.8% 1,192 $623K
Paragon Private Wealth Management, LLC 0.37% Add +6.3% 1,191 $623K
Traveka Wealth, LLC 0.29% Add +21.7% 1,190 $622K
Innealta Capital, LLC 0.26% Add +1.7% 1,189 $622K
Ewa, LLC 0.28% Reduce -10.5% 1,194 $622K
Norris Perne & French LLP 0.04% Reduce -2.7% 1,188 $621K
Altrius Capital Management Inc 0.16% No change 1,181 $618K
Rockline Wealth Management, LLC 0.22% Reduce -51.9% 1,180 $617K
Northcape Wealth Management, LLC 0.23% No change 1,180 $617K
Buttonwood Financial Advisors Inc. 0.29% Reduce -0.3% 1,176 $615K
Abbot Financial Management, Inc. 0.34% Add +9.3% 1,174 $614K
Tandem Investment Advisors, Inc. 0.02% Reduce -6.1% 1,174 $614K
Washington Trust Bank 0.06% Add +2.7% 1,173 $614K
Morling Financial Advisors, LLC 0.35% Add +65.2% 1,171 $612K
FC Advisory LLC 0.22% Add +22.2% 1,167 $610K
Sage Financial Management Group, Inc. 0.29% No change 1,166 $610K
IMPACTfolio, LLC 0.37% Add +3.9% 1,164 $609K
Marotta Asset Management 0.13% Add +0.7% 1,162 $608K
Ardent Capital Management, Inc. 0.30% No change 1,161 $607K
Avaii Wealth Management, LLC 0.36% Add +60.9% 1,160 $607K
Alkeme Wealth, LLC 0.28% Reduce -1.5% 1,182 $606K
Hilltop Partners LLC 0.22% Add +2.1% 1,159 $606K
TriaGen Wealth Management LLC 0.25% Reduce -3.6% 1,159 $606K
Richard P Slaughter Associates Inc 0.15% Reduce -14.1% 1,158 $606K
Harris Associates (Oakmark Funds) 0.00% Reduce -93.9% 1,157 $605K
Highlander Capital Management, LLC 0.24% Add +13.9% 1,156 $605K
Ballew Advisors, Inc 0.42% New 1,176 $605K
Financial Sense Advisors, Inc. 0.21% Add +99.0% 1,154 $604K
Stonebrook Private Inc. 0.18% Add +7.2% 1,154 $603K
Hutchens & Kramer Investment Management Group, LLC 0.35% Reduce -2.1% 1,149 $600K
Louisbourg Investments Inc. 0.17% Reduce -1.7% 1,145 $599K
Silver Lake Advisory, LLC 0.14% New 1,143 $598K
TCTC Holdings, LLC 0.02% Add +11.4% 1,140 $596K
Balentine LLC 0.02% Reduce -26.9% 1,140 $596K
Trademark Financial Management, LLC 0.49% Add +3.8% 1,135 $594K
Ritter Daniher Financial Advisory LLC / DE 0.20% Reduce -0.1% 1,133 $593K
IVC Wealth Advisors LLC 0.34% Add +3.7% 1,132 $592K
FF Advisors,LLC 0.41% Reduce -1.1% 1,130 $591K
Karpus Management, Inc. 0.02% Reduce -0.6% 1,130 $591K
Retirement Solution LLC 0.16% Reduce -2.7% 1,130 $591K
Goepper Burkhardt LLC 0.27% Reduce -4.2% 1,132 $590K
Cullen Capital Management, LLC 0.01% Reduce -57.1% 1,126 $589K
Encompass More Asset Management 0.49% Add +11.4% 1,123 $587K
Rezny Wealth Management, Inc. 0.21% No change 1,122 $587K
Lederer & Associates Investment Counsel 0.41% No change 1,120 $586K
Magnolia Capital Advisors LLC 0.49% Add +2.0% 1,183 $586K
American Money Management, LLC 0.12% Add +0.5% 1,120 $586K
Terra Nova Asset Management LLC 0.46% Reduce -14.4% 1,113 $582K
Beta Wealth Group, Inc. 0.28% Add +31.9% 1,109 $580K
Greenwood Capital Associates LLC 0.08% Reduce -4.0% 1,108 $580K
James J. Burns & Company, LLC 0.20% Reduce -1.6% 1,117 $579K
America First Investment Advisors, LLC 0.14% Add +0.3% 1,105 $578K
Visionary Horizons, LLC 0.45% Reduce -9.7% 1,129 $577K
North Point Portfolio Managers Corp. 0.10% Add +41.1% 1,102 $576K
Petix & Botte Co 0.14% Add +53.1% 1,102 $576K
Cove Private Wealth, LLC 0.51% No change 1,100 $575K
Certus Wealth Management, LLC 0.46% No change 1,124 $575K
Derbend Asset Management 0.28% Add +4.1% 1,098 $574K
Wilkins Investment Counsel Inc. 0.08% Reduce -15.4% 1,096 $573K
Victory Financial Group, LLC 0.34% Reduce -7.5% 1,094 $572K
Chico Wealth RIA 0.54% No change 1,093 $572K
25 LLC 0.28% Add +5.9% 1,092 $571K
Hazlett, Burt & Watson, Inc. 0.34% No change 1,091 $570K
Canvas Wealth Advisors, LLC 0.19% Add +6.6% 1,136 $569K
Better Money Decisions, LLC 0.45% Add +66.3% 1,086 $568K
Eudaimonia Advisors LLC 0.30% Reduce -8.1% 1,085 $568K
LVZ, Inc. 0.08% Add +4.1% 1,085 $568K
SJS Investment Consulting Inc. 0.11% Add +0.1% 1,078 $564K
Compass Financial Group, Inc. 0.30% No change 1,076 $563K
Sfm, LLC 0.43% No change 1,074 $562K
PFW Advisors LLC 0.17% Reduce -1.7% 1,074 $562K
AAF Wealth Management, LLC 0.32% Reduce -1.8% 1,072 $561K
Cornerstone Management, Inc. 0.12% Add +13.9% 1,071 $560K
Heritage Wealth Management, Inc. 0.56% Add +0.6% 1,069 $559K
Gimbal Financial 0.45% Reduce -5.3% 1,061 $555K
Columbus Macro, LLC 0.21% No change 1,059 $554K
Nova R Wealth, Inc. 0.29% No change 1,058 $553K
KRS Capital Management, LLC 0.45% No change 1,057 $553K
Clark Estates Inc. 0.09% No change 1,054 $551K
MN Wealth Advisors, LLC 0.34% Reduce -23.0% 1,050 $550K
Harrell Investment Partners, LLC 0.16% Reduce -26.6% 1,051 $550K
Creegan & Nassoura Financial Group, LLC 0.37% No change 1,050 $549K
Smith Shellnut Wilson LLC 0.29% No change 1,050 $549K
Halbert Hargrove Global Advisors, LLC 0.04% Reduce -4.3% 1,049 $549K
Elite Life Management LLC 2.68% Add +0.7% 1,048 $548K
Rogco, LP 0.22% Reduce -21.6% 1,046 $547K
Orleans Capital Management Corp. 0.36% No change 1,044 $546K
Security National Bank 0.08% No change 1,044 $546K
NavPoint Financial, Inc. 0.47% Add +0.4% 1,042 $545K
Quarry Hill Advisors, LLC 0.40% No change 1,038 $543K
Hubbell Strickland Wealth Management, LLC 0.27% Reduce -6.3% 1,036 $542K
Elmwood Wealth Management, Inc. 0.23% No change 1,035 $541K
Access Financial Services, Inc. 0.24% New 1,189 $541K
Swmg, LLC 0.24% Reduce -8.3% 1,034 $541K
Sara-Bay Financial 0.24% Add +0.7% 1,036 $541K
Barton Investment Management 0.07% Reduce -10.2% 1,034 $541K
Prevail Innovative Wealth Advisors, LLC 0.20% Reduce -71.4% 1,034 $541K
SPC Financial, Inc. 0.05% Reduce -17.9% 1,032 $540K
Eagle Ridge Investment Management 0.05% New 1,031 $539K
Diversified, LLC 0.07% Reduce -19.8% 1,030 $539K
Carr Financial Group Corp 0.18% Add +34.5% 1,030 $539K
Steinberg Asset Management LLC 0.46% No change 1,028 $538K
Mendel Money Management 0.25% Add +29.0% 1,028 $538K
17 Capital Partners, LLC 0.40% Reduce -85.0% 1,026 $537K
Eastover Investment Advisors LLC 0.26% No change 1,025 $536K
Wolff Financial Management LLC 0.16% Reduce -30.3% 1,025 $536K
TD Capital Management LLC 0.06% Add +0.4% 1,024 $536K
RPg Family Wealth Advisory, LLC 0.17% Add +33.2% 1,020 $535K
Lakewood Asset Management LLC 0.36% Add +0.3% 1,022 $535K
Paragon Advisors, LLC 0.22% Reduce -50.3% 1,021 $534K
Prospect Financial Services LLC 0.44% Add +0.1% 1,018 $533K
Biondo Investment Advisors, LLC 0.08% Add +139.5% 1,013 $530K
Athena Investment Management 0.32% No change 1,006 $526K
Hunting Hill Global Capital, LLC 0.31% New 1,005 $526K
Ballast, Inc. 0.17% Add +1.5% 1,005 $526K
Penn Davis McFarland Inc. 0.08% Add +3.0% 1,002 $524K
Palisade Capital Management, LP 0.02% No change 1,000 $523K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% No change 1,000 $523K
Acima Private Wealth, LLC 0.19% No change 999 $523K
Rhumbline Advisers 0.00% No change 998 $522K
Mittelman Wealth Management 0.35% — 997 $522K
Arden Trust Co 0.07% No change 993 $519K
Seneca Financial Advisors LLC 0.27% No change 984 $515K
Great Waters Wealth Management 0.08% Add +19.4% 980 $513K
Investors Research Corp 0.12% No change 980 $513K
Vantage Financial Partners, LLC 0.14% Reduce -8.8% 980 $512K
Bogart Wealth, LLC 0.03% Add +19.6% 978 $512K
Lincoln Capital LLC 0.11% No change 977 $511K
Insight Wealth Partners, LLC 0.33% Reduce -14.4% 975 $510K
Slagle Financial, LLC 0.28% Reduce -43.5% 970 $507K
Stegner Investment Associates Inc. 0.37% Add +0.2% 969 $507K
Roanoke Asset Management Corp./ NY 0.17% Add +22.0% 965 $505K
Morningstar Investment Services LLC 0.01% Reduce -98.2% 966 $505K
Check Capital Management Inc. 0.04% No change 965 $505K
Alpha Financial Advisors, LLC 0.24% Add +0.9% 963 $504K
Gerber, LLC 0.42% Add +22.4% 962 $503K
Mason & Associates Inc 0.13% Add +2.9% 962 $503K
Gen-Wealth Partners Inc 0.25% — 961 $503K
Family Firm, Inc. 0.12% Add +0.1% 960 $502K
Morton Community Bank 0.14% No change 954 $499K
Lester Murray Antman dba SimplyRich 0.16% No change 952 $498K
180 Wealth Advisors, LLC 0.09% Reduce -2.6% 952 $498K
RS Crum Inc. 0.14% Add +0.1% 952 $498K
M. Kulyk & Associates, LLC 0.12% Add +1.1% 950 $497K
AMJ Financial Wealth Management 0.17% Add +0.2% 946 $495K
Legacy Advisory Services, LLC 0.47% Add +2.5% 946 $495K
Grant Street Asset Management, Inc. 0.16% No change 943 $493K
Requisite Capital Management, LLC 0.11% Add +0.1% 939 $492K
Keystone Financial Services 0.21% No change 940 $491K
MeadowBrook Investment Advisors LLC 0.47% No change 939 $491K
OneAscent Wealth Management LLC 0.19% Reduce -21.4% 938 $491K
Bellwether Advisors, LLC 0.11% Add +4.8% 938 $490K
Eaton Financial Holdings Company, LLC 0.25% Reduce -22.8% 938 $490K
Avid Wealth Partners LLC 0.39% No change 937 $490K
Landaas & Co. /Wi 0.16% No change 933 $488K
Fulcrum Capital LLC 0.12% No change 930 $486K
Opus Capital Group, LLC 0.07% Reduce -2.4% 929 $486K
Prosperity Wealth Management, Inc. 0.23% Reduce -53.9% 929 $486K
Xcel Wealth Management, LLC 0.15% Add +41.4% 919 $481K
CapWealth Advisors, LLC 0.05% Reduce -2.2% 919 $481K
Compass Capital Management, Inc. 0.03% Reduce -89.0% 919 $481K
MWA Asset Management 0.35% No change 917 $480K
Syntal Capital Partners, LLC 4.79% Reduce -46.0% 917 $480K
Southland Equity Partners LLC 0.13% Add +21.7% 915 $479K
Coerente Capital Management 0.09% Reduce -11.6% 915 $479K
Clearbridge Investments, LLC 0.00% Reduce -98.7% 915 $479K
Waterford Advisors, LLC 0.20% No change 914 $478K
Transatlantique Private Wealth LLC 0.21% Reduce -1.1% 913 $478K
Azimuth Capital Investment Management LLC 0.02% Reduce -9.9% 911 $477K
Bridges Investment Management Inc. 0.01% No change 911 $477K
JB Capital LLC 0.03% Add +87.8% 911 $476K
Hudock, Inc. 0.10% Add +1.8% 910 $476K
Truvestments Capital LLC 0.18% Reduce -9.8% 907 $475K
Trust Co 0.06% No change 907 $474K
McGowan Group Asset Management, Inc. 0.07% Add +1.7% 907 $474K
Stonehearth Capital Management, LLC 0.21% No change 905 $473K
Forum Private Client Group LLC 0.23% Reduce -0.7% 904 $473K
Partnership Wealth Management, LLC 0.33% Add +9.6% 902 $472K
McGlone Suttner Wealth Management, Inc. 0.09% Add +1.2% 900 $471K
Bluestem Financial Advisors, LLC 0.24% No change 895 $468K
Zullo Investment Group, Inc. 0.22% Reduce -0.3% 891 $466K
Solutions 4 Wealth, Ltd 1.31% Reduce -11.0% 890 $466K
Mezzasalma Advisors, LLC 0.22% Add +11.4% 889 $465K
Dopkins Wealth Management, LLC 0.28% Add +12.3% 889 $465K
Triune Financial Partners, LLC 0.16% Add +8.6% 888 $464K
JBR Co Financial Management Inc 0.37% Add +61.9% 887 $464K
Shufro Rose & Co. LLC 0.04% Add +0.2% 884 $463K
Blue Barn Wealth, LLC 0.26% Add +0.2% 882 $461K
Advocate Group LLC 0.09% No change 879 $460K
Essex Private Wealth Management, LLC 1.30% No change 878 $459K
Kwmg, LLC 0.05% Reduce -10.0% 871 $456K
Kellett Wealth Advisors, LLC 0.31% Add +10.8% 869 $454K
Capital Wealth Alliance, LLC 0.27% New 868 $454K
WealthCare Investment Partners, LLC 0.22% Reduce -1.4% 867 $454K
AAFMAA Wealth Management & Trust LLC 0.25% No change 860 $450K
Hemington Wealth Management 0.16% Reduce -71.0% 855 $448K
DeDora Capital, Inc. 0.14% No change 856 $448K
Cambridge Financial Group, Inc. 0.20% Reduce -83.4% 855 $447K
Fishman Jay A Ltd. 0.05% No change 855 $447K
Wealth Management Associates, Inc. 0.21% Reduce -13.3% 817 $445K
Silverlake Wealth Management LLC 0.23% Reduce -1.4% 850 $444K
KBC Group NV 0.00% Reduce -61.2% 848 $444K
Balanced Wealth Group LLC 0.20% Add +0.7% 851 $443K
Tanager Wealth Management LLP 0.07% Add +20.3% 841 $441K
Rf&l Wealth Management, LLC 0.34% No change 842 $440K
Napatree Capital LLC 0.42% Reduce -1.1% 873 $438K
Rowlandmiller & Partners.adv 0.09% Reduce -2.2% 837 $438K
RPG Investment Advisory, LLC 0.07% Reduce -4.7% 834 $436K
Painted Porch Advisors LLC 0.27% Add +50.0% 834 $436K
Pacific Sage Partners, LLC 0.11% Add +25.8% 833 $436K
Planned Solutions, Inc. 0.21% No change 833 $436K
Premier Path Wealth Partners, LLC 0.08% Reduce -0.6% 832 $435K
Straight Path Wealth Management 0.24% No change 831 $435K
Concord Asset Management, LLC 0.11% Add +0.1% 831 $435K
Alliance Wealth Management Group 0.13% New 830 $434K
Crew Capital Management, Ltd 0.35% Add +2.5% 828 $433K
Walker Asset Management, LLC 0.29% No change 826 $432K
Darwin Wealth Management, LLC 0.12% Reduce -20.1% 826 $432K
Riverview Capital Advisers, LLC 0.15% Add +8.6% 825 $432K
Vision Capital Management, Inc. 0.06% Reduce -8.9% 825 $432K
RiverTree Advisors, LLC 0.29% No change 823 $430K
Marble Harbor Investment Counsel, LLC 0.05% Add +0.1% 822 $430K
JGP Wealth Management, LLC 0.06% Add +12.5% 821 $430K
Tarbox Family Office, Inc. 0.08% Add +4.8% 821 $429K
Greenup Street Wealth Management LLC 0.11% Reduce -87.2% 1,021 $429K
Legacy Financial Group, Inc. 0.17% Reduce -1.3% 818 $428K
Thompson Davis & Co., Inc. 0.29% Add +0.4% 818 $428K
Triton Financial Group Inc 0.30% No change 817 $427K
Drive Wealth Management, LLC 0.12% Reduce -52.9% 814 $427K
Topel & Distasi Wealth Management, LLC 0.19% Reduce -8.2% 817 $427K
LPWM LLC 0.16% Add +1.5% 829 $426K
ARK & TLK Investments, LLC 0.17% No change 814 $426K
Academy Capital Management 0.08% Reduce -6.5% 813 $425K
Pacific Global Investment Management Co. 0.08% Add +7.4% 811 $424K
Adamsbrown Wealth Consultants LLC 0.17% Add +0.3% 808 $423K
WestHill Financial Advisors, Inc. 0.10% No change 805 $421K
Robbins Farley 0.23% Add +0.5% 802 $420K
Compton Wealth Advisory Group, LLC 0.11% New 800 $418K
Bollard Group LLC 0.01% No change 800 $418K
South Dakota Investment Council 0.01% New 800 $418K
Econ Financial Services Corp 0.26% Reduce -69.7% 794 $415K
Lwmg, LLC 0.10% Reduce -36.2% 794 $415K
Emergent Wealth Advisors, LLC 0.36% Reduce -0.6% 794 $415K
Robinson Value Management, Ltd. 0.28% Reduce -88.0% 792 $414K
Blue Zone Wealth Advisors, LLC 0.14% Add +9.7% 792 $414K
Harbor Advisory Corp. 0.14% No change 791 $414K
Woodley Farra Manion Portfolio Management Inc. 0.02% Reduce -43.5% 788 $414K
Creative Capital Management Investments LLC 0.21% Add +12.4% 790 $413K
Baxter Bros Inc. 0.05% Add +2.2% 788 $412K
Boulder Wealth Advisors, LLC 0.25% — 787 $412K
ICONIQ Capital, LLC 0.01% Reduce -1.9% 783 $410K
SevenBridge Financial Group, LLC 0.09% Reduce -1.2% 801 $410K
Emory University 0.25% Reduce -2.0% 781 $409K
Gibraltar Capital Management, Inc. 0.19% Reduce -5.8% 781 $408K
Rise Advisors, LLC 0.22% Add +3.5% 778 $407K
Seamount Financial Group Inc. 0.36% Add +9.9% 776 $406K
Whalen Wealth Management Inc. 0.30% Add +7.3% 775 $405K
Sonoma Private Wealth LLC 0.65% Add +3.8% 774 $405K
R. W. Roge & Company, Inc. 0.24% No change 771 $404K
AIMZ Investment Advisors, LLC 0.15% Reduce -2.4% 772 $404K
Vannoy Advisory Group, Inc. 0.31% No change 771 $403K
Advus Financial Partners, LLC 0.12% Reduce -1.2% 769 $402K
McNaughton Wealth Management, LLC 0.22% Reduce -0.4% 767 $401K
Sachem Hill LLC 0.09% Reduce -0.3% 763 $399K
Landmark Wealth Management, LLC 0.18% Add +68.2% 762 $399K
Solidarity Wealth, LLC 0.12% Add +22.0% 760 $399K
5th Street Advisors, LLC 0.23% No change 762 $399K
Stage Harbor Financial, LLC 0.36% No change 757 $396K
Colton Groome Financial Advisors, LLC 0.16% Add +5.9% 757 $396K
Farrow Financial, Inc. 0.28% No change 754 $394K
Telos Capital Management, Inc. 0.04% Reduce -8.7% 753 $394K
Beacon Investment Advisors LLC 0.22% Add +0.4% 753 $394K
Mayfair Advisory Group, LLC 0.29% Add +18.4% 752 $393K
Maryland Capital Advisors Inc. 0.24% No change 750 $392K
swisspartners Advisors Ltd 0.32% Add +0.2% 827 $390K
Peloton Wealth Strategists 0.16% Add +20.2% 745 $390K
Avalon Capital Management 0.16% Add +3.2% 744 $389K
Cedrus LLC 0.21% Reduce -8.8% 743 $389K
Princeton Global Asset Management LLC 0.09% Reduce -19.9% 743 $389K
Hoffman, Alan N Investment Management 0.22% Add +2.9% 743 $389K
Avondale Wealth Management 0.27% No change 742 $388K
Stokes Family Office, LLC 0.05% No change 738 $386K
Pointe Capital Management LLC 0.24% Add +0.1% 735 $385K
Applied Capital LLC 0.23% New 735 $384K
Piedmont Capital Management, LLC 0.26% No change 737 $383K
Focused Wealth Management, Inc 0.06% Add +70.6% 732 $383K
Northwest Financial Advisors 0.42% Add +24.9% 732 $383K
New England Professional Planning Group Inc. 0.20% Reduce -19.9% 731 $382K
Financial Life Advisors 0.16% Reduce -5.4% 730 $382K
Legacy Capital Group California, Inc. 0.14% Reduce -89.7% 728 $381K
Professional Financial Advisors, LLC 0.11% New 727 $380K
Prairie Wealth Advisors, Inc. 0.18% — 724 $379K
Hill Investment Group Partners, LLC 0.05% No change 725 $379K
Seascape Capital Management 0.14% No change 724 $379K
FMFE Wealth Management, LLC 0.35% Add +1.0% 723 $378K
Anchor Capital Advisors LLC 0.01% Reduce -5.9% 723 $378K
Garrison Asset Management, LLC 0.20% No change 721 $377K
Up Strategic Wealth Investment Advisors LLC 0.62% New 721 $377K
Centennial Wealth Advisory LLC 0.17% Add +71.3% 721 $377K
David Kennon Inc 0.16% New 721 $377K
Pacific Sun Financial Corp 0.22% Add +9.1% 717 $375K
EFG Asset Management (Americas) Corp. 0.11% Reduce -76.3% 717 $375K
Eagle Bay Advisors LLC 0.24% Reduce -3.8% 714 $375K
Ahl Investment Management, Inc. 0.29% No change 715 $374K
NCM Capital Management, LLC 0.21% No change 715 $374K
Western Pacific Wealth Management, LP 0.27% Reduce -28.7% 713 $373K
Pring Turner Capital Group Inc. 0.27% Add +2.0% 711 $372K
Cedar Wealth Management, LLC 0.12% Add +17.5% 711 $372K
Quad-Cities Investment Group, LLC 0.22% Add +0.3% 710 $371K
Whitcomb & Hess, Inc. 0.12% Add +0.3% 708 $370K
HHM Wealth Advisors, LLC 0.06% Add +1.9% 708 $370K
Kensington Investment Counsel, LLC 0.17% No change 708 $370K
Regimen Wealth, LLC 0.13% Add +0.4% 708 $370K
Bluesphere Advisors LLC 0.20% No change 707 $370K
SilverOak Wealth Management LLC 0.09% Reduce -7.9% 707 $370K
Atwater Malick LLC 0.13% New 706 $369K
Financial Planning & Information Services, Inc. 0.06% Reduce -44.9% 706 $369K
Glass Jacobson Investment Advisors llc 0.14% Reduce -4.1% 706 $369K
Presilium Private Wealth, LLC 0.10% No change 705 $369K
National Wealth Management Group, LLC 0.29% Reduce -9.5% 704 $368K
Eagle Harbor Asset Management Inc. 0.39% Reduce -8.9% 704 $368K
Skyline Advisors, Inc. 0.16% Reduce -0.7% 704 $368K
Boston Standard Wealth Management, LLC 0.08% Add +10.2% 702 $367K
Lauer Wealth, LLC 0.32% Add +28.0% 708 $367K
Decatur Capital Management, Inc. 0.20% No change 700 $366K
AF Advisors, Inc. 0.08% No change 700 $366K
MainStreet Investment Advisors LLC 0.04% No change 698 $365K
Abich Financial Wealth Management LLC 0.28% Add +522.3% 697 $365K
Vawter Financial, Ltd. 0.26% No change 696 $364K
Strong Tower Advisory Services 0.15% Add +33.0% 697 $364K
GFG Capital, LLC 0.09% Reduce -9.7% 695 $364K
Stewart & Patten Co. LLC 0.05% Add +8.1% 694 $363K
Higgins & Schmidt Wealth Strategies LLC 0.27% No change 694 $363K
Ade, LLC 0.24% Reduce -22.8% 693 $362K
Crane Advisory, LLC 0.07% New 706 $362K
Elgethun Capital Management 0.09% Add +0.1% 690 $362K
RiverFront Investment Group, LLC 0.01% New 691 $361K
IFG Advisory, LLC 0.03% Reduce -99.3% 682 $357K
Reston Wealth Management LLC 0.14% Reduce -22.4% 681 $356K
ETF Portfolio Partners, Inc. 0.11% Reduce -67.3% 681 $356K
Pflug Koory, LLC 0.03% No change 679 $355K
Redwood Financial Network Corp 0.31% Reduce -11.6% 677 $354K
Altiora Financial Group, LLC 0.10% New 676 $354K
Cannon Financial Strategists, Inc. 0.07% No change 676 $354K
Advisory Resource Group 0.08% Add +4.0% 675 $353K
Burford Brothers, Inc. 0.23% Reduce -60.1% 672 $352K
Signet Investment Advisory Group, Inc. 0.19% Reduce -1.9% 669 $350K
Stanley-Laman Group, Ltd. 0.04% Reduce -55.2% 668 $349K
Goldstein Advisors, LLC 0.06% Reduce -2.2% 667 $349K
Quest Investment Management LLC 0.04% No change 666 $348K
Keudell/Morrison Wealth Management 0.11% New 665 $348K
Oak Asset Management, LLC 0.13% No change 665 $348K
Meadow Creek Wealth Advisors LLC 0.24% Add +19.2% 664 $348K
Chemung Canal Trust Co. 0.07% No change 664 $347K
Brown Wealth Management, LLC 0.14% No change 664 $347K
Pine Harbor Wealth Management, LLC 0.22% Add +0.3% 661 $346K
Cutler Capital Management, LLC 0.17% No change 660 $345K
CJM Wealth Advisers, Ltd. 0.13% Reduce -0.6% 660 $345K
Enzi Wealth 0.16% Reduce -0.3% 684 $345K
Colonial River Investments, LLC 0.19% Reduce -30.1% 659 $345K
Windsor Advisory Group, LLC 0.97% Add +31.8% 659 $345K
Versant Capital Management, Inc 0.10% Add +0.1% 659 $345K
Adell Harriman & Carpenter Inc. 0.03% No change 658 $344K
Miller Wealth Advisors, LLC 0.21% Add +0.5% 658 $344K
FWG Investments, LLC. 0.37% Reduce -11.0% 657 $344K
Legacy Bridge, LLC 0.20% Add +1.6% 657 $344K
Sugar Maple Asset Management, LLC 0.33% — 653 $342K
Goldstream Capital Management Ltd 0.19% No change 650 $341K
PSI Advisors, LLC 0.12% Reduce -16.0% 651 $341K
Greytown Advisors Inc. 0.19% Add +0.2% 646 $339K
Sentry Investment Management LLC 0.13% New 648 $339K
ShankerValleau Wealth Advisors, Inc. 0.16% Reduce -5.7% 646 $338K
Eliot Finkel Investment Counsel, LLC 0.22% No change 645 $337K
Valley Forge Investment Consultants Inc. Adv 0.13% No change 643 $336K
Baugh & Associates, LLC 0.18% Add +12.2% 643 $336K
WP Advisors, LLC 0.11% Add +14.4% 642 $336K
Moseley Investment Management Inc. 0.17% New 639 $334K
Physician Wealth Advisors, Inc. 0.07% Reduce -13.3% 660 $332K
Dudley Capital Management, LLC 0.19% Add +3.3% 635 $332K
Cascade Investment Advisors, Inc. 0.22% Reduce -0.8% 631 $330K
Salvus Wealth Management, LLC 0.22% Add +9.4% 629 $329K
CKW Financial Group 0.04% Add +0.6% 629 $328K
Greenwood Gearhart LLC 0.03% No change 627 $328K
Unique Wealth Strategies, LLC 0.16% Reduce -18.1% 625 $327K
Court Place Advisors, LLC 0.11% Reduce -7.4% 625 $327K
HRC Wealth Management, LLC 0.24% Add +0.3% 624 $327K
Planning Directions Inc. 0.23% Add +0.2% 624 $326K
Financial Strategies Group, Inc. 0.09% No change 628 $326K
Dodds Wealth, LLC 0.13% Reduce -1.1% 623 $326K
Peninsula Wealth, LLC 0.07% No change 623 $326K
Alexander Randolph Advisory, Inc. 0.28% No change 622 $325K
First Pacific Financial 0.09% New 620 $325K
Briaud Financial Planning Inc 0.18% New 615 $322K
Partners in Financial Planning 0.07% Add +0.2% 614 $321K
Mirador Capital Partners LP 0.06% No change 613 $321K
Gray Wealth Management Inc. 0.14% Add +0.2% 611 $320K
Carson Advisory Inc. 0.22% Reduce -0.8% 609 $319K
Anson Capital, Inc. 0.46% New 608 $318K
Matisse Capital 0.15% Add +4.8% 607 $318K
Monument Group Wealth Advisors, LLC 0.23% No change 606 $317K
Mendel Capital Management LLC 0.21% Reduce -11.1% 606 $317K
Lakeshore Financial Planning, Inc. 0.16% Add +7.7% 602 $315K
Robinswood Financial LLC 0.13% Add +0.3% 602 $315K
Crescent Sterling, Ltd. 0.29% No change 600 $314K
Ramirez Asset Management, Inc. 0.06% No change 600 $314K
Graham Capital Management, L.P. 0.02% New 600 $314K
Muirfield Wealth Advisors LLC 0.30% Add +27.2% 598 $313K
Global Wealth Management Investment Advisory, Inc. 0.08% No change 598 $313K
CBIZ Investment Advisory Services, LLC 0.02% Add +20.3% 593 $311K
Cookson Peirce & Co. Inc. 0.02% No change 594 $311K
Walker Financial Services, Inc. 0.26% Add +3.3% 594 $311K
SMART Wealth LLC 0.14% Reduce -77.0% 594 $311K
Meridian Wealth Partners, LLC 0.06% No change 590 $308K
NovaPoint Capital, LLC 0.11% Reduce -39.9% 588 $308K
M&R Capital Management Inc. 0.08% Reduce -40.2% 587 $307K
Maltin Wealth Management, Inc. 0.17% Add +0.2% 586 $307K
Kaye Capital Management 0.13% Add +0.3% 583 $305K
Crumly & Associates Inc. 0.08% No change 583 $305K
RDA Financial Network 0.10% Add +0.7% 582 $304K
Provident Wealth Management, LLC 0.11% Reduce -1.2% 580 $303K
KilterHowling LLC 0.21% No change 579 $303K
Brown Financial Advisory 0.24% Add +3.0% 579 $303K
Astoria Strategic Wealth, Inc. 0.10% No change 575 $301K
RVW Wealth, LLC 0.03% No change 575 $301K
Arcadia Investment Management Corp. 0.05% Reduce -0.2% 573 $300K
Berry Wealth Group, LP 0.25% No change 573 $300K
First Citizens Asset Management, Inc. 0.11% Reduce -0.2% 570 $298K
Apollon Financial, LLC 0.10% Add +2.2% 568 $297K
Piscataqua Savings Bank 0.26% Reduce -15.5% 567 $297K
Capstone Wealth Management Group, LLC 0.21% New 566 $296K
Hoge Financial Services, LLC 0.24% Add +34.4% 566 $296K
Presidio Capital Management, LLC 0.22% Add +4.8% 565 $296K
Westend Capital Management, LLC 0.11% — 565 $296K
Boston Common Asset Management, LLC 0.01% Reduce -59.5% 562 $294K
Trellis Wealth Advisors LLC 0.17% Reduce -60.5% 561 $293K
Vickerman Investment Advisors, Inc. 0.09% No change 561 $293K
Lynch & Associates 0.07% No change 560 $293K
Acas, LLC 0.28% Add +0.5% 559 $292K
CCM Investment Advisers LLC 0.04% Reduce -36.8% 559 $292K
Dividend Assets Capital, LLC 0.06% Add +57.5% 559 $292K
Community Bank of Raymore 0.14% Add +0.2% 558 $292K
Parcion Private Wealth LLC 0.03% Add +12.1% 557 $291K
Old North State Wealth Management, LLC 0.19% New 550 $289K
Sweet Financial Partners, LLC 0.07% Reduce -7.4% 553 $289K
Allied Investment Advisors, LLC 0.07% Reduce -43.1% 552 $288K
Cardinal Capital Management 0.05% Reduce -3.5% 548 $288K
Herold Advisors, Inc. 0.07% No change 549 $287K
Cedar Mountain Advisors, LLC 0.07% Add +31.4% 548 $287K
Knightsbridge Asset Management, LLC 0.08% No change 602 $286K
Disciplined Equity Management, Inc. 0.19% Reduce -72.3% 546 $286K
Astor Investment Management LLC 0.11% Reduce -15.1% 545 $285K
Psagot Value Holdings Ltd. / (Israel) 2.59% Reduce -52.7% 545 $285K
Mechanics Financial Corp 0.15% No change 539 $282K
True Vision MN LLC 0.20% New 553 $282K
United Bank 0.14% No change 537 $281K
PYA Waltman Capital, LLC 0.10% Reduce -1.8% 535 $280K
Petra Financial Advisors Inc. 0.21% Reduce -28.0% 535 $280K
Hamilton Wealth, LLC 0.09% New 534 $279K
Howard Capital Management, LLC 0.03% Reduce -0.6% 532 $278K
Kickstand Ventures, Llc. 0.08% Reduce -53.0% 531 $278K
IAG Wealth Partners, LLC 0.06% Add +55.7% 531 $277K
Security National Bank of Sioux City Iowa 0.20% No change 530 $277K
Lauterbach Financial Advisors, LLC 0.18% Reduce -6.4% 530 $277K
First Trust Investment Solutions L.P. 0.05% Add +6.0% 530 $277K
FCG Investment Co 0.22% Reduce -95.7% 528 $276K
Future Financial Wealth Managment LLC 0.21% No change 523 $274K
Overbrook Management Corp 0.07% Reduce -93.2% 523 $274K
Oak Family Advisors, LLC 0.11% No change 522 $273K
Advisors Management Group Inc. 0.07% Reduce -0.9% 521 $273K
Kingfisher Capital LLC 0.07% No change 520 $272K
Phillips Wealth Planners LLC 0.31% Reduce -90.6% 536 $270K
GQG Partners LLC 0.00% New 515 $270K
Gill Capital Partners, LLC 0.11% Reduce -6.6% 537 $270K
Fortitude Family Office, LLC 0.18% No change 515 $269K
Worth Asset Management, LLC 0.17% Reduce -41.7% 514 $269K
Bath Savings Trust Co 0.03% Reduce -18.5% 514 $269K
RMR Capital Management, LLC 0.27% Add +7.6% 512 $268K
Trust Co of Kansas 0.15% No change 512 $268K
Clifford Group, LLC 0.22% Reduce -0.2% 512 $268K
Level Financial Advisors 0.12% No change 511 $267K
Schulz Wealth, LTD. 0.23% No change 510 $267K
DLK Investment Management, LLC 0.11% Reduce -87.8% 510 $267K
Vantage Wealth 0.06% No change 510 $267K
Clark Asset Management, LLC 0.08% Add +19.7% 510 $267K
EnRich Financial Partners LLC 0.10% Reduce -2.5% 506 $265K
Global Wealth Strategies & Associates 0.10% Add +10.2% 506 $265K
Miller Howard Investments Inc. 0.01% Reduce -83.9% 504 $263K
Richardson Capital Management LLC 0.21% Add +0.4% 503 $263K
Insight Folios Inc 0.11% Reduce -3.3% 502 $263K
DF Dent & Co. Inc. 0.00% Reduce -29.7% 502 $263K
Camden National Bank 0.05% Add +16.5% 501 $262K
Pier 88 Investment Partners LLC 0.41% Reduce -44.4% 500 $262K
Harfst & Associates, Inc. 0.06% No change 500 $262K
City Center Advisors, LLC 0.31% — 498 $261K
Harbour Investment Management LLC 0.12% No change 496 $260K
Boomfish Wealth Group, LLC 0.17% No change 496 $259K
Gray Private Wealth, LLC 0.17% — 494 $258K
Vantage Investment Partners, LLC 0.02% New 494 $258K
Mustard Seed Financial, LLC 0.26% No change 493 $258K
Fielder Capital Group LLC 0.12% New 493 $258K
West Wealth Group, LLC 0.10% Add +0.6% 493 $258K
Stillwater Capital Advisors, LLC 0.04% Add +0.8% 491 $257K
BetterWealth, LLC 0.08% Reduce -8.1% 491 $257K
Moulton Wealth Management, Inc. 0.27% No change 489 $256K
Viawealth, LLC 0.16% No change 489 $256K
McRae Capital Management Inc. 0.06% No change 489 $256K
Schiavi & Co LLC 0.10% No change 488 $255K
Somerville Kurt F 0.04% New 486 $254K
Burns Matteson Capital Management, LLC 0.16% Reduce -46.4% 480 $251K
Blackhill Capital Inc. 0.01% No change 478 $250K
Schulhoff & Co. Inc. 0.11% No change 475 $248K
Koesten, Hirschmann & Crabtree, INC. 0.16% Add +14.5% 474 $248K
Client 1ST Advisory Group, LLC 0.11% No change 474 $248K
Private Wealth Management Group, LLC 0.11% No change 473 $247K
Beck Mack & Oliver LLC 0.01% No change 473 $247K
Menlo Advisors LLC 0.14% No change 470 $245K
Highline Wealth Partners LLC 0.10% Add +56.7% 467 $244K
Brooklyn FI, LLC 0.10% New 467 $244K
Hayek Kallen Investment Management 0.09% New 465 $243K
Koa Wealth Management, LLC 0.22% New 463 $242K
O'Brien Greene & Co. Inc 0.08% Reduce -17.8% 463 $242K
Kennedy Investment Group, Inc. 0.13% Add +0.4% 461 $241K
Elk River Wealth Management LLC 0.05% Reduce -82.5% 458 $240K
Twelve Points Wealth Management LLC 0.09% Reduce -41.4% 457 $239K
Caldwell Sutter Capital, Inc. 0.12% Reduce -3.0% 457 $239K
Whitener Capital Management, Inc. 0.08% No change 456 $239K
Mascoma Wealth Management LLC 0.07% No change 456 $239K
WESPAC Advisors SoCal, LLC 0.06% Reduce -29.9% 454 $237K
VestGen Investment Management 0.07% No change 453 $237K
LifePro Asset Management 0.16% Reduce -6.0% 452 $236K
Pecaut & Co. 0.09% No change 452 $236K
Kathmere Capital Management, LLC 0.03% Reduce -0.2% 451 $236K
Atlas Wealth Partners, LLC 1.28% Reduce -4.6% 457 $236K
Schaeffer Financial LLC 0.23% Reduce -3.4% 451 $236K
Diligent Investors, LLC 0.06% Add +1.8% 450 $235K
Walter & Keenan Wealth Management LLC /in/ 0.08% No change 448 $234K
OxenFree Capital LLC 0.21% No change 447 $234K
Strategic Financial Partners, Ltd. 0.13% Reduce -7.1% 447 $234K
Poehling Capital Management, INC. 0.06% No change 447 $234K
Norwood Financial Corp 0.34% Reduce -21.9% 445 $233K
Oxford Wealth Group, LLC 0.21% — 440 $230K
KLR Investment Advisors, LLC 0.17% Reduce -0.7% 459 $230K
Beverly Hills Private Wealth, LLC 0.05% No change 437 $229K
Fonville Wealth Management LLC 0.10% No change 436 $228K
Clay Northam Wealth Management, LLC 0.18% Add +1.4% 436 $228K
Independent Solutions Wealth Management, LLC 0.05% New 433 $226K
Cabot Wealth Management Inc. 0.03% Reduce -59.1% 433 $226K
Strategic Planning Group, LLC 0.06% Add +0.5% 432 $226K
Advisory Research Inc. 0.04% Reduce -89.7% 430 $225K
Bay Harbor Wealth Management, LLC 0.08% Reduce -13.9% 429 $225K
Riversedge Advisors, LLC 0.06% Add +0.2% 429 $225K
Alpha DNA Investment Management LLC 0.12% Add +16.6% 429 $224K
Contravisory Investment Management, Inc. 0.05% Reduce -87.4% 427 $223K
Birchbrook, Inc. 0.13% Reduce -1.8% 426 $223K
M. Kraus & Co 0.07% No change 426 $223K
Arcataur Capital Management LLC 0.08% No change 423 $221K
Murphy Pohlad Asset Management LLC 0.09% New 422 $221K
Southern Capital Advisors, LLC 0.13% Reduce -2.8% 421 $220K
Adaptive Financial Consulting, LLC 0.10% Reduce -11.6% 420 $220K
Barnett & Company, Inc. 0.15% New 420 $220K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -74.0% 415 $218K
Pachira Investments Inc. 0.18% Reduce -59.5% 416 $218K
Continental Investors Services, Inc. 0.51% Reduce -15.9% 412 $215K
Johnson Bixby & Associates, LLC 0.04% New 410 $215K
PCA Investment Advisory Services Inc. 0.12% New 408 $214K
Notis-McConarty Edward 0.08% New 408 $213K
Signature Wealth Management Group 0.10% Reduce -42.0% 429 $212K
Clark Financial Services Group Inc. 0.26% Reduce -32.2% 406 $212K
Durante & Waters, LLC 0.19% New 405 $212K
Panoramic Investment Advisors, LLC 0.16% New 405 $212K
Marietta Investment Partners LLC 0.05% New 404 $211K
Axim Planning & Wealth 0.17% Reduce -47.0% 402 $210K
First Bank & Trust 0.04% New 402 $210K
Grand Jean Capital Management Inc. 0.06% New 400 $209K
Intrepid Capital Management Inc. 0.14% Reduce -5.9% 400 $209K
Strategic Advocates LLC 0.08% New 400 $209K
Thomas Story & Son LLC 0.09% New 400 $209K
AFS Financial Group, LLC 0.87% Reduce -83.1% 397 $208K
Weitzel Financial Services, Inc. 0.10% New 398 $208K
Sweeney & Michel, LLC 0.09% — 397 $208K
Great Point Wealth Advisors, LLC 0.05% Reduce -7.8% 393 $206K
Melone Private Wealth, LLC 0.12% New 392 $205K
New Perspectives, Inc 0.11% — 390 $204K
Thomas J. Herzfeld Advisors, Inc. 0.07% No change 390 $204K
Rather & Kittrell, Inc. 0.06% New 390 $204K
Bowman & Co S.C. 0.12% New 389 $204K
Cadence Wealth Management LLC 0.21% New 389 $203K
Hill Island Financial LLC 0.07% Reduce -23.4% 389 $203K
Kraematon Investment Advisors, Inc. 0.20% New 388 $203K
Moody National Bank Trust Division 0.02% New 387 $202K
Coston, McIsaac & Partners 0.06% Reduce -18.7% 386 $202K
Spectrum Investment Advisors, Inc. 0.15% New 386 $202K
Bull Oak Capital, LLC 0.14% Reduce -99.9% 386 $202K
Compass Advisory Group LLC 0.09% New 386 $202K
KWB Wealth 0.03% Reduce -12.4% 383 $200K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -98.6% 486 $200K
Sunburst Financial Group, LLC 0.06% New 384 $200K
Carmichael Hill & Associates, Inc. 0.08% Add +2.2% 376 $197K
CarsonAllaria Wealth Management, Ltd. 0.12% Reduce -51.6% 371 $195K
Blume Capital Management, Inc. 0.05% Reduce -10.7% 369 $193K
Financial Connections Group, Inc. 0.20% Add +1.4% 357 $187K
Gleason Group, Inc. 0.04% Reduce -5.4% 348 $182K
Keener Financial Planning LLC 0.12% No change 340 $178K
PFS Partners, LLC 0.12% No change 339 $178K
Clear Investment Research, LLC 0.24% No change 337 $176K
BNP Paribas 0.01% — 330 $173K
WFA Asset Management Corp 0.09% Add +0.3% 325 $170K
Legacies Wealth LLC 0.15% Reduce -7.4% 324 $169K
Grayhawk Investment Strategies Inc. 0.15% No change 320 $167K
STRS Ohio 0.00% Add +30.6% 320 $167K
Field & Main Bank 0.06% No change 312 $163K
Carolina Wealth Advisors, LLC 0.09% Add +409.8% 311 $163K
Chelsea Counsel Co. 0.09% Add +8.8% 310 $163K
Strengthening Families & Communities, LLC 0.09% Add +0.3% 305 $160K
JCIC Asset Management Inc. 0.07% No change 305 $160K
Jag Capital Management, LLC 0.02% New 305 $159K
Tamar Securities, LLC 0.03% New 303 $159K
FRG Family Wealth Advisors LLC 0.03% New 309 $155K
Janiczek Wealth Management, LLC 0.03% Reduce -15.9% 295 $154K
Financial Freedom, LLC 0.09% No change 292 $153K
Stephens Consulting, LLC 0.05% No change 292 $153K
Avion Wealth 0.04% Add +4.1% 277 $145K
Financial Gravity Asset Management, Inc. 0.04% No change 298 $142K
Kiely Wealth Advisory Group, Inc. 0.08% Reduce -48.2% 275 $140K
HBC Financial Services, PLLC 0.09% No change 260 $130K
RE Dickinson Investment Advisors, LLC 0.08% Add +0.4% 241 $126K
Dagco, Inc. 0.06% Add +110.9% 232 $121K
Centerpoint Advisors, LLC 0.05% Add +246.3% 232 $121K
Cadent Capital Advisors, LLC 0.05% Add +0.5% 217 $113K
Horizon Bancorp Inc. 0.05% Reduce -57.8% 213 $111K
Mendota Financial Group, LLC 0.06% No change 212 $111K
Standard Family Office LLC 0.15% New 210 $110K
Goodman Advisory Group, LLC 0.03% No change 210 $110K
Pacifica Partners Inc. 0.05% Reduce -8.2% 201 $104K
McClarren Financial Advisors, Inc. 0.07% Add +0.5% 191 $100K
Hartford Financial Management Inc. 0.02% Add +16.9% 187 $98K
MilWealth Group LLC 0.03% No change 186 $97K
Horrell Capital Management, Inc. 0.03% Add +0.6% 183 $96K
Corecam Pte. Ltd. 0.09% No change 182 $95K
VitalStone Financial, LLC 0.07% Add +48.7% 281 $95K
Evolution Advisers, Inc. 0.06% No change 179 $94K
Tradewinds Capital Management, LLC 0.03% Reduce -99.2% 178 $93K
Citizens National Bank Trust Department 0.02% No change 178 $93K
Exchange Traded Concepts, LLC 0.00% New 169 $88K
Perkins Coie Trust Co 0.02% No change 169 $88K
Benjamin Edwards Inc. 0.02% Add +35.3% 165 $86K
True Wealth Design, LLC 0.02% Reduce -27.8% 164 $86K
Milestone Investment Advisors LLC 0.02% No change 152 $80K
Hoey Investments, Inc. 0.02% No change 145 $76K
Clearstead Trust, LLC 0.02% No change 141 $74K
Prestige Wealth Management Group LLC 0.01% No change 131 $69K
Stuart Chaussee & Associates, Inc. 0.02% No change 130 $68K
Studio Investment Management LLC 0.02% No change 121 $63K
Dynamic Wealth Strategies, LLC 0.05% Add +8.2% 119 $62K
Deane Retirement Strategies, Inc. 0.03% New 114 $60K
Transamerica Financial Advisors, LLC 0.01% Add +27.0% 113 $59K
Arcadia Investment Advisors LLC 0.03% No change 111 $58K
Creekmur Asset Management LLC 0.02% Reduce -58.7% 107 $56K
Sanctuary Wealth Management, L.L.C. 0.04% Add +1.0% 102 $53K
REAP Financial Group, LLC 0.01% Reduce -24.2% 100 $52K
Skylands Capital, LLC 0.01% No change 100 $52K
Vigilare Wealth Management 0.03% New 98 $51K
Northwest Bank & Trust Co 0.05% No change 100 $50K
FWL Investment Management, LLC 0.03% Reduce -3.2% 92 $48K
New England Capital Financial Advisors LLC 0.03% Add +104.8% 86 $45K
Scarborough Advisors, LLC 0.02% Add +22.1% 83 $44K
Vermillion & White Wealth Management Group, LLC 0.03% No change 83 $43K
Essex Investment Management Co. LLC 0.01% Reduce -92.1% 81 $42K
Transcendent Capital Group LLC 0.02% Add +1.3% 81 $42K
Riverview Trust Co 0.03% New 80 $42K
DB Fitzpatrick & Co, Inc 0.04% No change 79 $41K
FPC Investment Advisory, Inc. 0.04% — 75 $38K
Kessler Investment Group, LLC 0.02% New 70 $37K
Evergreen Private Wealth LLC 0.02% No change 68 $36K
PayPay Securities Corp 1.62% Reduce -16.2% 62 $32K
CGC Financial Services, LLC 0.02% No change 60 $31K
Warther Private Wealth, LLC 0.01% No change 57 $30K
Moser Wealth Advisors, LLC 0.02% No change 55 $29K
Mb, Levis & Associates, LLC 0.01% No change 53 $28K
Legend Financial Advisors, Inc. 0.02% Reduce -46.3% 51 $27K
Broadwater Capital Management LLC 0.02% No change 50 $26K
Game Plan Financial Advisors, LLC 0.02% No change 50 $26K
Pineridge Advisors LLC 0.01% Reduce -85.0% 44 $23K
Hamilton Capital, LLC 0.00% New 23,500 $16K
Advantage Trust Co 0.01% No change 31 $16K
Covestor Ltd 0.01% Add +79.3% 52 $16K
Cypress Capital Management LLC (WY) 0.02% No change 30 $16K
Copeland Capital Management, LLC 0.00% Add +20.8% 29 $15K
Pingora Partners LLC 0.01% No change 25 $13K
DecisionPoint Financial, LLC 0.00% No change 24 $12K
Valued Wealth Advisors LLC 0.01% New 22 $12K
Gould Capital, LLC 0.01% No change 20 $10K
Capco Asset Management, LLC 0.00% New 14 $7K
Eukles Asset Management 0.00% No change 13 $7K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 13 $7K
IFS Advisors, LLC 0.01% No change 11 $6K
Orion Capital Management LLC 0.00% No change 8 $4K
GS Investments, Inc. 0.00% No change 8 $4K
Horizons Wealth Management 0.00% No change 7 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -50.0% 5 $2K
ARK Investment Management 0.00% New 4 $2K
Equitec Proprietary Markets, LLC 0.00% Reduce -100.0% 2 $1K
Dogwood Wealth Management LLC 0.00% New 2 $1K
PEAK6 Investments LLC 0.00% Reduce -50.0% 1 $510
Semmax Financial Advisors Inc. 0.00% Reduce -97.3% 1 $261
Macquarie Group Ltd. 0.00% New 54 $28

"% of holder's portfolio" is SPY's weight in each manager's 13F, not the share of SS SPDR S&P 500 ETF Trust-US the manager owns.