SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q2 2024 (June 30)
3,759holders +61
139new positions
91sold out
17famous investors
$540.67avg. 13F price*

At the end of Q2 2024, 3,759 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, up 61 from Q1 2024. 139 opened new positions and 91 sold out. The largest holders were JPMorgan Chase & Co. ($30.7B), Morgan Stanley ($19.0B) and Goldman Sachs Group Inc. ($18.7B). 17 famous investors held it, including Joel Greenblatt (10.4% of Gotham Asset Management's portfolio), George Soros (7.6% of Soros Fund Management's portfolio) and Ken Griffin (3.1% of Citadel Advisors's portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
SPDR S&P 500 ETF TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions139$5.9B
Exits91$3.3B

All 13F filers, Q1 2024 → Q2 2024: 49,113,588 shares bought and 78,406,851 shares sold, net −29,293,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,759 holders

JPMorgan Chase & Co. 2.65% Reduce -6.7% 56,327,570 $30.7B
Morgan Stanley 1.47% Add +6.1% 34,981,484 $19.0B
Goldman Sachs Group Inc. 3.67% Reduce -6.0% 34,440,620 $18.7B
Bank of America Corp. 1.31% Add +3.3% 25,134,644 $13.7B
Susquehanna International Group, LLP 13.21% Reduce -28.8% 13,666,739 $7.4B
Northern Trust Corp. 1.24% Add +0.5% 13,480,912 $7.3B
Wells Fargo & Company 1.63% Add +9.1% 11,611,720 $6.3B
LPL Financial LLC 2.27% Add +2.9% 8,370,138 $4.6B
Royal Bank of Canada 1.05% Reduce -44.8% 8,023,791 $4.4B
UBS Group AG 1.30% Reduce -8.6% 7,746,494 $4.2B
HRT Financial LP 22.96% Reduce -36.9% 7,521,081 $4.1B
Bank of Montreal 1.19% Reduce -25.3% 6,948,325 $3.9B
TD Asset Management Inc 3.56% Reduce -5.5% 7,012,821 $3.8B
Qube Research & Technologies Ltd 6.33% Add +9.3% 6,300,633 $3.4B
Healthcare of Ontario Pension Plan Trust Fund 9.80% Add +3.2% 6,061,784 $3.3B
Citadel Advisors 3.07% Add +56.7% 5,596,869 $3.0B
Barclays PLC 1.35% Add +32.7% 5,390,763 $2.9B
Northwestern Mutual Wealth Management Co. 2.80% Reduce -17.3% 5,215,604 $2.8B
Optiver Holding B.V. 49.80% New 4,745,170 $2.6B
US Bancorp \de 3.41% Reduce -1.2% 4,599,539 $2.5B
PNC Financial Services Group, Inc. 1.56% Reduce -1.7% 4,293,041 $2.3B
FMR LLC 0.14% Add +1.1% 4,042,556 $2.2B
Ameriprise Financial Inc. 0.51% Add +3.2% 3,469,571 $1.9B
Bank of New York Mellon Corp 0.35% Reduce -2.5% 3,407,656 $1.9B
Truist Financial Corp. 2.83% Reduce -4.0% 3,405,361 $1.9B
Bank of Nova Scotia 3.58% Add +85.2% 3,318,419 $1.8B
Cresset Asset Management, LLC 7.44% Add +7.4% 3,209,356 $1.8B
State of Michigan Retirement System 8.68% Reduce -1.3% 3,101,740 $1.7B
Cibc World Markets Corp. 11.08% Reduce -16.0% 3,096,097 $1.7B
Millennium Management 1.43% Reduce -37.4% 3,075,011 $1.7B
Mackenzie Financial Corp. 2.47% Reduce -3.6% 3,060,603 $1.7B
HSBC Holdings PLC 1.06% Add +11.5% 3,029,126 $1.7B
Wellington Management Group LLP 0.29% Add +1216.7% 3,018,709 $1.6B
Creative Planning 1.74% Reduce -0.8% 2,998,807 $1.6B
Two Sigma Investments, LP 3.73% Add +2.1% 2,790,149 $1.5B
Envestnet Asset Management Inc. 0.51% Reduce -2.8% 2,713,012 $1.5B
Toronto Dominion Bank 2.34% Add +63.3% 2,682,736 $1.5B
Pathstone Holdings, LLC 6.52% Add +12.1% 2,652,374 $1.4B
National Mutual Insurance Federation of Agricultural Cooperatives 14.21% No change 2,617,832 $1.4B
Raymond James & Associates 0.88% Reduce -1.9% 2,464,244 $1.3B
Silicon Valley Community Foundation 57.73% Reduce -5.6% 2,360,385 $1.3B
Canada Pension Plan Investment Board 1.20% No change 2,237,000 $1.2B
Rockefeller Capital Management L.P. 3.43% Reduce -2.1% 2,215,550 $1.2B
Lido Advisors, LLC 9.28% Reduce -2.6% 2,051,117 $1.1B
Raymond James Financial Services Advisors, Inc. 1.58% Add +10.6% 2,046,465 $1.1B
Commonwealth Equity Services, LLC 1.70% Add +4.4% 1,972,876 $1.1B
Capula Management Ltd 11.85% Reduce -45.8% 1,947,499 $1.1B
Wolverine Trading, LLC 16.93% Add +81.3% 1,898,770 $1.0B
Credit Agricole S A 6.31% Add +1152.6% 1,890,000 $1.0B
BNP Paribas Financial Markets 1.10% Add +108.7% 1,843,025 $1.0B
HighTower Advisors, LLC 1.50% Reduce -11.9% 1,776,836 $967.0M
Board of Trustees of The Leland Stanford Junior University 60.79% Add +10.1% 1,644,615 $895.0M
Bank Julius Baer & Co. Ltd, Zurich 3.42% Reduce -11.8% 1,473,644 $893.5M
Norinchukin Bank, The 24.30% No change 1,563,696 $851.0M
Stifel Financial Corp. 0.94% Reduce -0.4% 1,537,071 $836.5M
Mercer Global Advisors Inc. 2.20% Add +126.1% 1,502,125 $807.6M
Gotham Asset Management 10.45% Add +18.8% 1,483,153 $807.2M
Manufacturers Life Insurance Company, The 0.71% Reduce -6.3% 1,394,079 $758.7M
Analyst IMS Investment Management Services Ltd. 29.62% Reduce -2.7% 1,325,667 $721.5M
BlackRock Inc. 0.02% Reduce -3.3% 1,319,816 $718.3M
Cetera Investment Advisers 1.62% Add +2.3% 1,293,804 $704.1M
Squarepoint Ops LLC 2.64% New 1,286,013 $699.9M
State Street Corp. 0.03% Reduce -22.2% 1,245,470 $680.2M
Mariner, LLC 1.31% Reduce -1.4% 1,239,093 $674.3M
Trust Asset Management LLC 55.81% No change 1,217,637 $662.7M
CHURCHILL MANAGEMENT Corp 7.63% Add +33.7% 1,189,282 $647.2M
Natixis 4.02% Reduce -0.7% 1,171,847 $637.7M
Nissay Asset Management Corp. /Japan 4.19% No change 1,164,154 $633.6M
Euclidean Capital LLC 78.43% Add +17.7% 1,146,979 $624.2M
Charles Schwab Investment Management Inc. 0.12% Add +23.1% 1,118,418 $608.7M
Common Fund for Nonprofit Organizations 82.20% Reduce -2.6% 1,094,853 $595.8M
Jefferies Financial Group Inc. 12.51% Add +36.1% 1,086,225 $591.1M
Swan Global Investments, LLC 29.50% Reduce -9.2% 1,084,607 $590.3M
IMC-Chicago, LLC 18.66% New 1,069,898 $582.3M
Allianz Asset Management GmbH 0.94% Add +7.0% 1,066,927 $580.6M
Corient Private Wealth LP 1.00% Add +1.7% 1,058,661 $576.2M
Hirtle & Co., LLC 28.83% Reduce -6.8% 1,054,938 $574.1M
Marshall Wace, LLP 0.80% Add +174.3% 1,027,532 $559.2M
Osaic Holdings, Inc. 1.28% Reduce -10.7% 995,479 $542.1M
BBR Partners, LLC 43.38% Add +2.4% 972,731 $529.4M
Valeo Financial Advisors, LLC 16.36% Reduce -1.4% 979,505 $523.4M
Thrivent Financial for Lutherans 1.00% Reduce -6.2% 913,516 $497.2M
Balyasny Asset Management L.P. 1.30% Add +965.9% 907,417 $493.8M
Clal Insurance Enterprises Holdings Ltd 5.00% Reduce -4.1% 875,650 $477.9M
Glenmede Trust Co. NA 2.41% Reduce -22.6% 873,523 $475.4M
SG Americas Securities, LLC 3.05% Add +6.4% 869,525 $473.2M
Sanders Capital, LLC 0.72% Reduce -4.3% 867,912 $472.3M
Schonfeld Strategic Advisors LLC 3.66% Reduce -62.4% 866,099 $471.3M
Howard Hughes Medical Institute 100.00% Add +36.5% 856,663 $466.2M
Prudential Financial Inc. 0.68% Reduce -30.3% 832,438 $453.0M
Circle Wealth Management, LLC 10.34% Reduce -2.2% 822,030 $447.4M
Members Trust Co 13.54% Reduce -2.0% 820,370 $446.5M
Alberta Investment Management Corp 4.87% Add +202.3% 807,143 $439.3M
Dow Chemical Co. 93.56% Add +115.2% 805,111 $438.2M
National Bank of Canada 0.67% Reduce -13.7% 786,650 $428.8M
Texas Treasury Safekeeping Trust Co. 16.40% Reduce -21.3% 778,789 $423.9M
Captrust Financial Advisors 1.36% Reduce -11.8% 776,524 $422.6M
Blair William & Co. 1.30% Add +5.3% 773,276 $420.8M
Alliancebernstein L.P. 0.15% Reduce -2.7% 767,654 $417.8M
Granger Management LLC 69.17% Add +31.8% 760,707 $415.0M
Akuna Securities LLC 100.00% Add +300.2% 756,081 $411.5M
Trustees of Dartmouth College 74.77% Add +63.5% 753,800 $410.2M
Greenfield FTC, Inc. 91.57% Reduce -6.4% 740,864 $403.2M
Concentric Capital Strategies, LP 25.09% Add +3.0% 737,325 $401.3M
Pure Financial Advisors, LLC 11.12% Add +9.4% 736,247 $400.7M
MAI Capital Management 3.92% Add +3.4% 731,571 $398.1M
Journey Strategic Wealth LLC 16.68% Add +0.1% 721,595 $392.7M
AMG National Trust Bank 10.59% Add +10.6% 718,893 $391.2M
Cohen Klingenstein LLC 14.16% Reduce -1.1% 717,066 $390.2M
NorthRock Partners, LLC 14.62% Add +3.2% 711,273 $388.3M
Bridgewater Associates 2.02% Reduce -0.3% 712,193 $387.6M
Pine Ridge Advisers LLC 40.87% Add +14.5% 704,548 $383.4M
Mirae Asset Global Investments Co., Ltd. 1.91% Add +25.7% 700,148 $382.5M
Meitav Investment House Ltd. 6.75% Add +4.8% 696,332 $378.9M
Citigroup Inc. 0.36% Reduce -42.8% 694,056 $377.7M
Focus Partners Wealth 1.27% Add +216.0% 693,610 $377.5M
Capstone Investment Advisors, LLC 16.84% Add +65.1% 685,382 $373.0M
Apexium Financial, LP 26.09% Add +1.5% 671,166 $365.3M
Sun Life Financial Inc. 20.78% Reduce -2.5% 638,684 $347.6M
Man Group plc 0.92% Add +49.0% 619,216 $337.0M
NorthCoast Asset Management LLC 2.86% Add +895.3% 614,113 $334.4M
Wealth Enhancement Advisory Services, LLC 0.79% Add +67.7% 611,887 $333.0M
Belvedere Trading LLC 17.59% Reduce -10.4% 611,112 $332.6M
Wealthspire Advisors, LLC 4.12% Reduce -1.9% 591,547 $321.9M
M&T Bank Corp 1.09% Reduce -11.0% 589,484 $320.8M
Janney Montgomery Scott LLC 0.98% Reduce -2.3% 588,102 $320.1M
MML Investors Services, LLC 1.28% Reduce -3.3% 583,911 $317.8M
Baird Financial Group, Inc. 0.66% Add +2.2% 582,308 $316.9M
Cambridge Investment Research Advisors, Inc. 1.17% Add +0.5% 581,892 $316.7M
Deutsche Bank AG 0.14% Reduce -10.6% 580,765 $316.1M
Brown Advisory Inc. 0.41% Add +11.4% 580,143 $315.7M
CANADA LIFE ASSURANCE Co 0.59% Reduce -1.5% 577,846 $314.7M
Ieq Capital, LLC 4.21% Add +3.9% 574,553 $312.7M
Readystate Asset Management LP 26.91% Reduce -67.6% 573,535 $312.1M
Walleye Trading LLC 6.11% Reduce -73.7% 569,671 $310.0M
Fifth Third Bancorp 1.18% Reduce -3.3% 568,157 $309.2M
Passaic Partners LLC 44.85% Reduce -8.0% 560,543 $305.1M
Private Advisor Group, LLC 2.04% Add +2.1% 557,861 $303.6M
Comerica Bank 1.26% Add +2.5% 556,767 $303.0M
Jane Street Group, LLC 0.33% Reduce -89.6% 552,424 $300.6M
Element Capital Management LLC 23.22% New 549,997 $299.3M
NewEdge Advisors, LLC 2.16% Add +81.3% 706,294 $297.0M
Daido Life Insurance Co. 33.90% No change 544,324 $296.2M
DRW Securities, LLC 18.16% Reduce -70.2% 544,285 $296.2M
Franklin Resources Inc. 0.09% Add +0.4% 541,619 $294.8M
Millburn Ridgefield LLC 7.41% No change 510,691 $277.9M
Catalyst Capital Advisors LLC 6.42% No change 510,691 $277.9M
Hackensack Meridian Health, Inc. 36.71% No change 506,000 $275.4M
Kestra Advisory Services, LLC 1.53% Add +11.2% 501,734 $273.1M
Main Management Fund Advisors LLC 48.61% Add +8.3% 495,800 $269.8M
BIP Wealth, LLC 21.67% Reduce -9.8% 486,191 $264.6M
GR Financial Group, LLC 57.48% Add +18.0% 478,985 $260.7M
Itau Unibanco Holding S.A. 10.63% Reduce -3.1% 477,403 $259.8M
Davis R M Inc. 5.26% Add +6.1% 475,807 $258.9M
Swiss Re Ltd. 99.28% Reduce -50.0% 475,000 $258.5M
Jones Financial Companies LLLP 0.30% Add +7.1% 474,798 $258.4M
CI Investments Inc. 1.00% Add +23.9% 466,612 $253.8M
Tudor Investment Corporation 2.84% Add +100.2% 465,562 $253.4M
AlTi Global, Inc. 6.80% Reduce -2.7% 463,783 $253.2M
Pentwater Capital Management LP 5.41% Add +6.0% 458,400 $249.5M
Mariner Investment Group LLC 53.87% Add +17.5% 457,630 $249.1M
Soros Fund Management 7.63% New 450,000 $244.9M
Texas Permanent School Fund Corp. 25.72% Add +149.4% 449,392 $244.6M
JANA Partners Management, LP 13.97% Reduce -35.5% 438,933 $238.9M
Whittier Trust Co. 3.37% Reduce -3.8% 436,843 $237.7M
Avanda Investment Management Pte. Ltd. 34.55% No change 420,000 $228.6M
Alaska Permanent Capital Management, LLC 19.47% Reduce -13.1% 418,822 $227.8M
Foster Dykema Cabot & Partners, LLC 20.31% Add +0.9% 415,959 $227.1M
Amundi 0.09% Reduce -1.1% 410,850 $226.6M
DT Investment Partners, LLC 19.27% Reduce -2.0% 399,800 $217.6M
Sand Hill Global Advisors, LLC 9.86% Reduce -1.1% 399,154 $217.2M
Shulman DeMeo Asset Management LLC 56.28% Reduce -1.8% 396,016 $215.5M
B&D White Capital Company, LLC 43.94% Add +103.3% 386,389 $210.3M
Brookstone Capital Management 3.49% Add +1.7% 377,553 $210.3M
White Mountains Insurance Group Ltd. 47.00% Add +32.2% 383,146 $208.5M
Connable Office Inc. 22.27% Add +1.4% 380,225 $206.9M
EP Wealth Advisors, LLC 2.20% Reduce -0.4% 380,033 $206.8M
Berkshire Money Management, Inc. 25.10% Add +1.8% 379,844 $206.7M
Jump Financial, LLC 4.15% Add +9950.5% 372,472 $202.7M
Avantax Advisory Services, Inc. 1.41% Add +10.8% 362,425 $197.2M
TD Private Client Wealth LLC 6.18% Reduce -2.9% 360,509 $196.2M
Jacobi Capital Management LLC 16.92% Add +0.4% 358,100 $194.9M
Prime Capital Investment Advisors, LLC 2.80% Reduce -5.1% 347,749 $189.3M
Tower Research Capital LLC (TRC) 3.19% Reduce -46.4% 347,496 $189.1M
Juniper Hill Capital Management LP 47.01% No change 345,637 $188.1M
Stratos Wealth Partners, LTD. 3.05% Add +1.0% 345,564 $188.1M
TD Waterhouse Canada Inc. 1.67% Add +13.1% 340,134 $185.8M
Teramo Advisors, LLC 91.64% Add +30.8% 340,000 $185.0M
Hollencrest Capital Management 7.92% Reduce -0.1% 330,900 $180.1M
Tiaa Trust, National Association 0.54% Reduce -2.5% 323,863 $176.3M
Retirement Systems of Alabama 0.68% Add +0.8% 323,713 $176.2M
Miller Investment Management, LP 20.95% Add +0.5% 322,197 $175.3M
First Hawaiian Bank 5.91% Reduce -5.3% 321,052 $174.7M
HB Wealth Management, LLC 2.03% Add +0.9% 319,876 $174.1M
Sageworth Trust Co 10.72% Reduce -0.3% 312,324 $170.0M
Peavine Capital, LLC 42.92% Reduce -1.6% 310,444 $168.9M
Cwm, LLC 0.78% Add +10.8% 304,206 $165.6M
Taiyo Life Insurance Co. 13.23% No change 304,200 $165.6M
Mutual Advisors, LLC 4.98% Add +1.9% 302,477 $164.8M
Pinnacle Financial Partners Inc 3.50% Add +1.4% 304,624 $163.8M
Mizuho Securities USA LLC 3.62% Reduce -95.1% 300,829 $163.6M
Synovus Financial Corp. 2.16% Add +17.7% 300,392 $163.5M
Two Sigma Advisers, LP 0.36% Add +7.2% 300,203 $163.4M
University of Illinois Foundation 56.67% No change 296,788 $162.0M
Sanctuary Advisors, LLC 1.17% — 315,667 $160.4M
PPSC Investment Service Corp 21.47% Add +6.4% 294,789 $160.4M
FineMark National Bank & Trust 5.83% Reduce -1.0% 290,797 $158.3M
State of Wyoming 26.05% Add +13.5% 290,790 $158.3M
Alaska Wealth Advisors, LLC 24.41% Reduce -4.5% 289,193 $157.4M
CVS HEALTH Corp 72.28% No change 287,891 $156.7M
Turim 21 Investimentos Ltda. 39.90% Reduce -13.9% 287,416 $156.4M
Mizuho Bank, Ltd. 36.81% New 285,000 $155.1M
CTC LLC 11.54% Reduce -95.1% 283,823 $154.5M
New York Life Insurance Co. 38.56% No change 281,763 $153.3M
Beacon Capital Management, LLC 28.21% Add +5.2% 281,423 $153.2M
Macquarie Group Ltd. 0.17% Add +509448.2% 275,156 $149.7M
Cibc World Market Inc. 0.37% Add +7.1% 273,990 $149.1M
Main Management LLC 12.30% Add +10.0% 273,256 $148.7M
Geller Advisors LLC 11.02% Reduce -1.7% 271,974 $148.5M
Pacific Capital Wealth Advisors, Inc. 27.02% Add +26.3% 272,048 $148.1M
Capital Fund Management S.A. 1.66% New 268,561 $146.2M
Atria Wealth Solutions, Inc. 1.62% Add +2.9% 267,397 $145.8M
Envestnet Portfolio Solutions, Inc. 0.51% Reduce -0.5% 266,522 $145.0M
Keybank National Association 0.59% Reduce -1.0% 266,442 $145.0M
JMG Financial Group, Ltd. 5.39% Reduce -2.1% 265,455 $144.5M
Simon Quick Advisors, LLC 10.00% Reduce -2.4% 260,093 $141.5M
Fifth Third Wealth Advisors LLC 10.72% Add +43.5% 259,781 $141.4M
Alphadyne Asset Management LP 63.08% New 259,188 $141.1M
Jordan Park Group LLC 10.79% Reduce -2.2% 259,077 $141.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12.61% Add +7.7% 256,299 $139.9M
Bessemer Group Inc. 0.25% Add +4.0% 256,737 $139.7M
GTS Securities LLC 2.89% Reduce -44.9% 256,131 $139.4M
Vontobel Holding Ltd. 0.45% Reduce -0.7% 252,717 $137.5M
Freedom Together Foundation 14.67% New 251,800 $137.0M
Easterly Investment Partners LLC 11.96% Add +2.0% 250,094 $136.1M
Commerce Bank 0.88% Add +1.4% 249,532 $135.8M
Edge Capital Group, LLC 6.54% Add +0.7% 248,275 $135.1M
CIBC Private Wealth Group LLC 0.25% Add +5.7% 241,008 $133.8M
Gould Asset Management LLC 30.63% Reduce -1.5% 243,947 $132.8M
Equitable Holdings, Inc. 1.36% Add +13.1% 237,035 $129.0M
Conservest Capital Advisors, Inc. 13.89% Reduce -5.9% 246,157 $128.8M
West Financial Advisors, LLC 26.63% Add +2.0% 235,669 $128.3M
Partners Capital Investment Group, LLP 2.14% Add +107.7% 232,017 $126.5M
Whitford Management LLC 72.58% Add +0.0% 229,248 $124.8M
Guggenheim Capital LLC 0.89% Reduce -12.5% 228,818 $124.5M
Financiere des Professionnels - Fonds d'investissement inc. 9.74% Reduce -17.8% 226,606 $124.4M
Whittier Trust Co. of Nevada Inc. 3.46% Reduce -4.5% 228,380 $124.3M
Alesco Advisors, LLC, An ESL Co 4.04% Reduce -3.2% 226,396 $123.2M
Lake Street Advisors Group, LLC 5.89% Add +3.3% 223,940 $122.3M
Neuberger Berman Group LLC 0.10% Add +0.4% 223,102 $121.4M
Ballentine Partners, LLC 2.24% Add +0.7% 222,806 $121.3M
Hills Bank & Trust Co 9.81% Reduce -0.3% 222,521 $121.1M
Citizens Financial Group Inc. 2.69% Add +26.6% 222,501 $121.1M
Blue Bell Private Wealth Management, LLC 24.96% Reduce -3.1% 222,036 $120.8M
WASHINGTON TRUST Co 4.37% Reduce -1.8% 219,441 $119.4M
MetLife Investment Management, LLC 0.71% Reduce -44.7% 219,000 $119.2M
Cerity Partners OCIO LLC 9.00% — 215,888 $117.5M
Welch Capital Partners LLC 27.65% No change 214,625 $116.8M
Pacific Wealth Management 59.26% Add +38.5% 213,937 $116.4M
Bank of Hawaii 5.32% Reduce -1.5% 212,744 $115.8M
CIBC Asset Management Inc 0.41% Add +37.2% 212,406 $115.6M
Saudi Central Bank 11.56% No change 210,000 $114.7M
Tredje AP-fonden 1.10% New 210,278 $114.4M
Peapack Gladstone Financial Corp. 1.75% Reduce -0.5% 208,961 $113.7M
Manchester Capital Management LLC 13.65% Reduce -0.1% 208,556 $113.5M
Little Harbor Advisors, LLC 72.67% Add +0.6% 206,761 $112.5M
Southern Farm Bureau Life Insurance 18.48% No change 206,768 $112.5M
Greenwich Wealth Management LLC 8.21% Add +0.2% 206,666 $112.5M
Bailard, Inc. 3.09% Reduce -0.8% 205,869 $112.0M
Hudson Bay Capital Management LP 0.98% Reduce -86.5% 204,700 $111.4M
Metropolitan Life Insurance Co 43.96% Reduce -29.1% 204,699 $111.4M
GenTrust, LLC 6.04% Add +32.3% 203,450 $111.1M
First Horizon Advisors, Inc. 3.37% Add +1.1% 203,916 $111.0M
Evolution Wealth Advisors, LLC 21.57% Reduce -16.4% 203,435 $110.7M
Spectrum Wealth Counsel, LLC 13.99% Reduce -0.5% 203,145 $110.6M
Stadion Money Management, LLC 8.94% Reduce -20.9% 200,609 $109.2M
Shepherd Financial Partners LLC 14.04% Add +0.4% 200,115 $108.9M
Pinnacle Associates Ltd. 1.70% Add +1.2% 199,990 $108.8M
Benin Management CORP 32.87% Reduce -3.5% 198,801 $108.2M
Csenge Advisory Group 6.13% Reduce -2.8% 198,469 $108.0M
MBL Wealth, LLC 12.10% Add +2.5% 198,464 $108.0M
Stock Yards Bank & Trust Co. 3.54% Reduce -1.7% 196,403 $106.9M
Steward Partners Investment Advisory, LLC 1.12% Reduce -2.0% 195,953 $106.6M
Naman Capital Ltda 44.87% Reduce -4.9% 194,400 $105.8M
Stephens Inc. 1.60% Add +1.1% 192,381 $104.7M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 12.30% Reduce -10.8% 191,872 $104.4M
Old Mission Capital LLC 2.73% Add +15.2% 191,445 $104.2M
Spider Management Company, LLC 45.72% Reduce -5.3% 191,056 $104.0M
National Philanthropic Trust 1.97% Reduce -2.9% 189,932 $103.4M
QVR LLC 100.00% Reduce -82.3% 188,649 $102.7M
Diversified Trust Co. 2.90% Reduce -1.1% 188,393 $102.5M
CV Advisors LLC 57.01% Add +3.9% 187,757 $102.2M
FFT Wealth Management LLC 9.03% Add +0.4% 187,143 $101.8M
SCS Capital Management LLC 2.13% Reduce -25.6% 187,114 $101.8M
Cullen/Frost Bankers, Inc. 1.47% Reduce -3.7% 186,519 $101.5M
Advisors Preferred, LLC 17.51% Add +7491.1% 185,527 $101.2M
Old National Bancorp 2.35% Reduce -3.3% 183,663 $100.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.32% Add +1402446.1% 182,331 $99.6M
PEAK6 Investments LLC 4.62% Add +18236200.0% 182,363 $99.2M
Cercano Management LLC 2.64% Add +762.6% 181,566 $99.1M
Montag A & Associates Inc. 5.01% Add +0.8% 181,427 $99.1M
Wealthcare Advisory Partners LLC 3.08% Add +1.8% 180,913 $98.5M
AE Wealth Management LLC 0.98% Add +10.6% 180,192 $98.1M
One River Asset Management, LLC 53.00% Add +30.6% 179,364 $97.6M
Foundations Investment Advisors, LLC 2.37% Reduce -9.2% 179,302 $97.6M
CSM Advisors, LLC 6.87% Reduce -0.5% 178,136 $96.9M
Banco Santander, S.A. 1.20% Add +1.6% 177,470 $96.6M
Ritholtz Wealth Management 3.18% Add +1.6% 177,304 $96.5M
Stairway Partners, LLC 7.55% Add +1.1% 176,564 $96.1M
Brown Brothers Harriman & Co. 0.72% Reduce -0.1% 175,636 $95.6M
Bradley Foster & Sargent Inc. 1.71% Add +3.3% 174,513 $95.0M
1ST Source Bank 5.55% Add +1.7% 174,392 $94.9M
Minot Capital, LP 28.08% Reduce -37.5% 174,079 $94.7M
Simplicity Wealth,LLC 2.13% Reduce -8.0% 173,355 $94.3M
Westwood Holdings Group Inc. 0.78% Add +65.9% 172,921 $94.1M
Scotia Capital Inc. 0.55% Add +8.4% 172,872 $94.1M
Dimension Capital Management LLC 19.09% Add +0.6% 172,424 $93.8M
Factory Mutual Insurance Co. 1.07% Add +7871.1% 171,856 $93.5M
Northeast Financial Consultants Inc 4.31% Add +1.3% 171,800 $93.5M
TLWM 20.52% Add +0.8% 170,776 $92.9M
Allworth Financial LP 0.60% Add +0.8% 168,853 $92.7M
Navigation Wealth Management, Inc. 89.35% — 170,197 $92.6M
Eastern Bank 3.72% Reduce -1.8% 169,221 $92.1M
Strategic Point Investment Advisors, LLC 16.36% Reduce -1.0% 167,788 $91.3M
MCF Advisors LLC 6.85% Reduce -1.4% 165,870 $90.4M
Gainplan LLC 43.59% Add +6.3% 165,831 $90.2M
New England Asset Management Inc. 15.59% Reduce -10.6% 164,770 $89.7M
Tucker Asset Management LLC 19.66% Add +5.7% 163,405 $88.9M
Concurrent Investment Advisors, LLC 2.93% Add +1.1% 163,179 $88.8M
Diversify Advisory Services, LLC 4.87% Add +26.4% 159,719 $88.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.92% Reduce -30.1% 160,901 $87.7M
Geneos Wealth Management Inc. 3.89% Add +51.0% 161,013 $87.6M
Silicon Valley Capital Partners 12.00% Reduce -1.4% 160,168 $87.2M
Webster Bank, N. A. 9.49% Reduce -5.3% 158,911 $86.5M
Certuity, LLC 6.85% Reduce -0.5% 157,585 $85.8M
Marest Capital, LLC 76.02% Add +0.8% 157,261 $85.6M
Park Avenue Securities LLC 1.04% Reduce -1.4% 157,044 $85.5M
Howard Capital Management Group, LLC 6.30% Add +0.9% 156,962 $85.4M
Bleakley Financial Group, LLC 2.45% Reduce -7.1% 156,252 $85.0M
NSI Retail Advisors, LLC 14.91% Reduce -0.5% 156,140 $85.0M
Fort Point Capital Partners LLC 10.89% Reduce -2.5% 155,805 $84.8M
MSA Advisors, LLC 24.26% Add +1.2% 155,203 $84.6M
Freestone Capital Holdings, LLC 3.04% Reduce -2.5% 155,412 $84.6M
AIA Group Ltd 2.46% Reduce -75.2% 154,425 $84.0M
NewEdge Wealth, LLC 1.82% Reduce -5.1% 154,236 $83.9M
Glenview Trust Co 1.67% Add +1.2% 152,571 $83.0M
Modern Wealth Management, LLC 6.11% Add +5.9% 152,060 $82.8M
St. Louis Trust Co 12.58% Reduce -1.1% 151,209 $82.3M
Integrated Wealth Concepts LLC 1.12% Add +8.7% 150,645 $82.0M
Oliver Lagore Vanvalin Investment Group 23.42% Add +0.8% 150,030 $81.6M
Conning Inc. 3.03% Reduce -9.5% 148,732 $80.9M
Olympus Wealth Management, LLC 25.31% Add +128.8% 148,676 $80.9M
M Holdings Securities, Inc. 10.48% Add +3.2% 148,513 $80.8M
Marathon Trading Investment Management LLC 21.86% New 148,219 $80.7M
Sequoia Financial Advisors, LLC 0.96% Add +1.4% 146,331 $79.6M
RBF Capital, LLC 4.65% No change 146,300 $79.6M
Petrus Trust Company, LTA 7.41% No change 145,864 $79.4M
Ramsey Quantitative Systems 87.76% Add +12.1% 144,198 $78.5M
Cornerstone Wealth Group, LLC 6.95% Add +3.1% 143,387 $78.0M
Moneta Group Investment Advisors LLC 1.24% Reduce -1.7% 142,636 $77.6M
Urban Financial Advisory Corp 47.11% Reduce -1.8% 141,912 $77.2M
Jabodon PT Co. 54.54% No change 141,546 $77.0M
Mesirow Financial Investment Management, Inc. 1.73% Reduce -0.0% 141,005 $76.8M
Brandywine Trust Co. 12.75% Add +3.8% 141,064 $76.8M
USA Financial Formulas 12.37% Reduce -0.3% 140,223 $76.3M
Waverly Advisors, LLC 1.50% Add +19.3% 140,148 $76.3M
D. E. Shaw & Co. 0.12% Reduce -16.3% 139,654 $76.0M
Pine Valley Investments Ltd Liability Co 5.60% Reduce -11.3% 138,693 $75.7M
SpiderRock Advisors, LLC 1.99% Add +4.7% 138,846 $75.6M
U.S. Capital Wealth Advisors, LLC 2.88% Reduce -0.7% 138,404 $75.3M
Integrated Advisors Network LLC 3.83% Add +0.7% 136,574 $74.3M
Eos Management, L.P. 29.11% Reduce -2.7% 136,445 $74.3M
Mill Creek Capital Advisors, LLC 1.88% Add +11.5% 135,812 $73.9M
Verition Fund Management LLC 0.63% Reduce -88.9% 134,236 $73.1M
Bokf, NA 1.30% Add +2.0% 133,567 $72.7M
Lowe Wealth Advisors, LLC 33.08% Reduce -1.7% 133,424 $72.6M
Portland Global Advisors LLC 9.84% Reduce -1.9% 133,323 $72.6M
TCW Group Inc. 0.64% Add +7.5% 131,907 $71.8M
Atticus Wealth Management, LLC 23.28% Reduce -5.1% 130,835 $71.2M
Choreo, LLC 1.19% Add +32.3% 129,792 $70.8M
J.Safra Asset Management Corp 7.11% Add +308.6% 129,475 $70.5M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -41.9% 127,661 $69.5M
Aristotle Capital Management, LLC 0.13% Add +56.4% 127,586 $69.4M
V2 Financial group LLC 46.52% Add +3.8% 127,453 $69.4M
Wealthfront Advisers LLC 0.23% Add +12.7% 127,443 $69.4M
Stratos Wealth Advisors, LLC 3.43% Add +119.5% 127,203 $69.2M
Atria Investments, Inc 0.89% Reduce -9.7% 126,628 $68.9M
Busey Bank 2.35% Add +9.8% 126,179 $68.7M
Sumitomo Mitsui Trust Group, Inc. 0.05% New 126,000 $68.6M
Capital Advisors, Ltd. LLC 8.87% Add +0.4% 125,609 $68.4M
Dynasty Wealth Management, LLC 2.01% Add +5.2% 124,992 $68.0M
Curi Capital, LLC 1.63% Reduce -3.6% 124,638 $67.8M
Summit Securities Group LLC 25.84% Add +18.4% 124,456 $67.7M
Klingman & Associates, LLC 4.57% Reduce -0.9% 124,026 $67.5M
Lavaca Capital LLC 36.76% Reduce -1.1% 123,684 $67.3M
Edmond DE Rothschild Holding S.A. 1.15% Reduce -1.0% 123,589 $67.3M
Barings LLC 1.65% Reduce -10.5% 123,376 $67.1M
Performa Ltd (US), LLC 27.58% Reduce -5.5% 123,141 $67.0M
Johnson Investment Counsel Inc. 0.70% Add +1.7% 122,740 $66.8M
Financial Counselors Inc. 1.07% Add +8.6% 122,582 $66.7M
Capasso Planning Partners LLC 21.62% Add +3.6% 122,313 $66.6M
Total Investment Management Inc. 8.75% Add +0.8% 122,214 $66.5M
Dumont & Blake Investment Advisors LLC 9.41% Add +100.6% 122,076 $66.4M
Beacon Pointe Advisors, LLC 0.79% Reduce -37.3% 121,772 $66.3M
Evercore Wealth Management, LLC 1.04% Reduce -11.0% 121,525 $66.1M
Orion Porfolio Solutions, LLC 0.69% Reduce -2.8% 120,945 $65.8M
Orion Portfolio Solutions, LLC 0.69% Reduce -2.8% 120,945 $65.8M
Keel Point, LLC 5.94% Add +3.3% 121,373 $65.8M
Fiera Capital Corp 0.20% Reduce -2.0% 119,908 $65.3M
Westshore Wealth, LLC 27.14% Add +1.8% 119,767 $65.2M
Kennicott Capital Management LLC 26.98% Add +0.9% 119,217 $64.9M
CoreCap Advisors, LLC 6.65% Reduce -19.5% 117,586 $64.0M
Berkeley Capital Partners, LLC 19.05% Reduce -0.6% 116,267 $63.3M
SlateStone Wealth, LLC 6.85% Reduce -4.7% 116,110 $63.2M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -0.7% 116,041 $63.2M
First Western Trust Bank 3.00% Reduce -1.6% 115,627 $62.9M
Clearstead Advisors, LLC 1.07% Add +51.7% 115,322 $62.8M
Consolidated Investment Group LLC 9.71% No change 115,070 $62.6M
Activest Wealth Management 20.34% Add +2.5% 113,563 $61.8M
Industrial Alliance Investment Management Inc. 35.03% Add +7.2% 113,483 $61.8M
Global Retirement Partners, LLC 1.92% Reduce -2.2% 112,535 $61.2M
Meiji Yasuda Life Insurance Co 1.23% New 112,233 $61.1M
Novare Capital Management LLC 5.47% Add +11.0% 111,686 $60.8M
LGL Partners, LLC 8.87% Reduce -0.3% 111,449 $60.7M
Joel Isaacson & Co., LLC 3.18% Add +2.8% 111,394 $60.6M
Venture Visionary Partners LLC 2.83% Reduce -0.1% 111,227 $60.5M
Sigma Planning Corp 1.92% Add +15.9% 111,083 $60.5M
Becker Capital Management Inc. 2.07% Add +2.5% 110,668 $60.4M
Allstate Corp. 4.89% Reduce -40.9% 110,674 $60.2M
Allen Investment Management, LLC 0.73% Reduce -0.8% 110,562 $60.2M
Sandy Spring Bank 2.65% Reduce -1.8% 110,489 $60.1M
Capital Advisors Inc. 1.23% Add +0.2% 109,515 $59.6M
First National Trust Co 2.45% Reduce -17.2% 109,496 $59.6M
Kentucky Farm Bureau Mutual Insurance Co 13.51% No change 109,000 $59.3M
Belpointe Asset Management LLC 4.14% Add +16.8% 108,936 $59.3M
Provida Pension Fund Administrator 1.49% Reduce -88.8% 108,740 $59.2M
IFG Advisors, LLC 13.93% Add +4.1% 108,048 $58.8M
Proffitt & Goodson Inc. 10.33% Reduce -3.4% 107,553 $58.5M
Pinkerton Wealth, LLC 8.98% Add +7.8% 107,320 $58.4M
Laurion Capital Management LP 1.91% New 107,135 $58.3M
NTV Asset Management LLC 8.29% Add +11.1% 106,408 $57.9M
Haverford Trust Co 0.61% Add +8.8% 105,733 $57.5M
Robertson Stephens Wealth Management, LLC 2.98% Reduce -37.1% 104,254 $56.9M
Graypoint LLC 3.93% Add +0.2% 104,297 $56.8M
Select Asset Management & Trust 22.61% Add +1.8% 104,235 $56.7M
Wallace Hart LLC 43.99% Reduce -0.4% 103,958 $56.6M
Heritage Wealth Advisors 2.55% Reduce -3.5% 103,781 $56.5M
Global Endowment Management, LP 5.98% No change 103,760 $56.5M
Advisory Services Network, LLC 1.17% Add +11.1% 103,651 $56.4M
Savant Capital, LLC 0.56% Add +11.1% 103,515 $56.3M
Sentinel Pension Advisors, LLC 11.62% Add +1.3% 102,938 $56.0M
Dean, Jacobson Financial Services, LLC 45.14% Reduce -0.2% 102,779 $55.9M
Legacy Wealth Management, LLC / MS 23.56% Reduce -2.4% 102,477 $55.8M
Perbak Capital Partners LLP 16.47% New 102,322 $55.7M
Beacon Bank & Trust 13.90% Reduce -3.0% 101,576 $55.3M
Hobart Private Capital, LLC 15.62% Reduce -11.6% 100,851 $54.9M
Silverback Asset Management LLC 69.40% New 100,000 $54.4M
Iridian Asset Management LLC 12.28% Reduce -50.0% 100,000 $54.4M
Regions Financial Corp. 0.41% Reduce -2.3% 99,873 $54.4M
Greenleaf Trust 0.51% Add +0.4% 99,725 $54.3M
OMERS ADMINISTRATION Corp 0.52% Add +1.0% 99,735 $54.3M
Allianz SE 1.59% Add +27.6% 99,637 $54.2M
Financial Advocates Investment Management 3.37% Reduce -26.8% 99,496 $54.1M
Rwa Wealth Partners, LLC 0.71% Add +6.8% 99,301 $54.0M
Garda Capital Partners LP 28.98% Reduce -35.2% 99,296 $54.0M
Arvest Trust Co. N A 3.20% Reduce -23.7% 98,772 $53.8M
Arkos Global Advisors 8.67% Reduce -4.3% 98,531 $53.6M
Prospera Financial Services Inc 1.48% Reduce -1.1% 97,963 $53.3M
Connors Investor Services Inc. 5.53% Reduce -3.0% 97,598 $53.1M
Maven Securities LTD 8.25% Reduce -94.7% 97,336 $53.0M
Oppenheimer & Co. Inc. 0.84% Add +4.7% 96,912 $52.7M
Freedom Investment Management, Inc. 4.27% Add +7.0% 95,751 $52.1M
Crewe Advisors LLC 5.80% Add +0.8% 95,146 $51.8M
First Financial Bank - Trust Division 5.07% Reduce -0.8% 94,582 $51.5M
Vanguard Group Inc. 0.00% Add +1.5% 94,326 $51.3M
Cynosure Group, LLC 8.18% Add +1.2% 93,653 $51.0M
Greenhouse Wealth Management, LLC 37.15% Reduce -0.3% 93,513 $50.9M
Modera Wealth Management, LLC 0.75% Add +126.4% 93,368 $50.8M
Beacon Capital Management, Inc. 2.19% Add +22.5% 93,331 $50.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.52% Reduce -0.4% 92,602 $50.4M
Woodard & Co. Asset Management Group Inc. 12.54% Reduce -0.5% 92,375 $50.3M
Choate Investment Advisors 1.31% Reduce -4.8% 91,752 $49.9M
Sumitomo Mitsui Financial Group, Inc. 1.55% Add +307.4% 344,805 $49.8M
Midwest Professional Planners, LTD. 16.64% Add +9.6% 91,510 $49.8M
United Capital Financial Advisors, LLC 0.43% Reduce -4.5% 91,424 $49.8M
D.A. Davidson & Co. 0.44% Add +1.5% 91,056 $49.6M
FIL Ltd 0.05% Reduce -25.7% 90,810 $49.4M
IFP Advisors, Inc 1.96% Add +71.7% 90,682 $49.4M
Waldron Private Wealth LLC 2.19% Reduce -0.7% 90,049 $49.0M
Merit Financial Group, LLC 1.08% Reduce -3.2% 89,929 $48.9M
Bank Hapoalim BM 7.22% Reduce -20.2% 89,648 $48.8M
SVB Wealth LLC 1.21% Reduce -29.5% 89,644 $48.8M
Granby Capital Management, LLC 27.83% Reduce -14.3% 89,500 $48.7M
Gladstone Institutional Advisory LLC 2.53% Reduce -5.9% 89,354 $48.6M
Simmons Bank 3.66% Reduce -3.2% 89,140 $48.5M
Embree Financial Group 9.26% Add +1.5% 88,490 $48.2M
Cumberland Advisors Inc. 19.61% Add +6.4% 87,992 $47.9M
Spire Wealth Management 1.69% Add +3.3% 87,972 $47.9M
SFG Wealth Management, LLC. 27.20% Add +1.8% 87,704 $47.7M
Nicholas Hoffman & Company, LLC. 2.23% Reduce -0.1% 87,573 $47.7M
Carnegie Investment Counsel 1.47% Reduce -2.8% 86,953 $47.3M
J.W. Cole Advisors, Inc. 2.21% Reduce -14.9% 86,342 $47.0M
Aua Capital Management, LLC 28.13% Reduce -3.7% 85,840 $46.7M
Trinity Financial Advisors LLC 20.76% Reduce -4.6% 84,925 $46.4M
Torque Asset Management LLC 23.81% Reduce -26.5% 84,954 $46.2M
Natixis Advisors, LLC 0.10% Reduce -9.0% 84,720 $46.1M
Fsa Wealth Partners, Inc. 12.58% Reduce -14.1% 84,395 $45.9M
All Terrain Financial Advisors, LLC 19.28% Add +0.7% 84,235 $45.8M
B. Riley Wealth Advisors, Inc. 1.16% Add +1.4% 83,805 $45.8M
Chicago Partners Investment Group LLC 1.77% Add +0.3% 84,340 $45.7M
IFG Advisory, LLC 2.93% Add +12203.5% 83,910 $45.7M
Perigon Wealth Management, LLC 1.32% Reduce -4.3% 83,607 $45.5M
Kozak & Associates, Inc. 11.14% Reduce -1.5% 81,803 $45.1M
Flow Traders U.S. LLC 2.23% Reduce -26.2% 82,769 $45.0M
SteelPeak Wealth, LLC 2.13% Add +0.5% 82,549 $45.0M
IHT Wealth Management, LLC 1.68% Add +1.2% 82,564 $44.9M
Meridian Wealth Management, LLC 5.39% New 82,494 $44.9M
Independent Financial Group, LLC 1.80% Add +3.0% 82,456 $44.9M
Farmers Trust Co. 9.10% Reduce -6.4% 82,342 $44.8M
Edgestream Partners, L.P. 2.15% Reduce -35.6% 82,156 $44.7M
Flputnam Investment Management Co. 0.84% Add +3.1% 82,124 $44.7M
4Thought Financial Group Inc. 27.77% Add +5.9% 82,118 $44.7M
SAL Trading, LLC 82.36% No change 81,899 $44.6M
Atlantic Private Wealth, LLC 35.93% Reduce -5.2% 81,062 $44.1M
HM Payson & Co. 0.80% Reduce -5.2% 80,964 $44.1M
Metis Global Partners, LLC 1.51% Add +1.3% 80,721 $43.9M
Redhawk Wealth Advisors, Inc. 6.71% Reduce -11.0% 80,705 $43.9M
Mechanics Bank Trust Department 6.28% Reduce -4.2% 80,685 $43.9M
Lindbrook Capital, LLC 4.12% Add +8.7% 80,581 $43.9M
Yousif Capital Management, LLC 0.49% Add +12.6% 80,393 $43.8M
Allie Family Office LLC 26.28% Reduce -0.8% 81,909 $43.7M
Yelin Lapidot Holdings Management Ltd. 7.69% Reduce -14.4% 80,188 $43.6M
State of Wisconsin Investment Board 0.12% Reduce -24.1% 80,047 $43.6M
Prio Wealth Limited Partnership 1.30% Reduce -4.4% 79,871 $43.5M
Kestra Private Wealth Services, LLC 0.86% Add +41.9% 78,855 $42.9M
Strategic Wealth Investment Group, LLC 5.40% — 78,337 $42.7M
American Asset Management Inc. 50.68% Reduce -0.9% 78,476 $42.7M
Frank, Rimerman Advisors LLC 3.02% Reduce -2.4% 78,463 $42.7M
Raymond James Trust N.A. 1.00% Add +13.0% 78,035 $42.5M
Lutz Financial Services LLC 3.68% Reduce -0.9% 77,701 $42.3M
Argent Trust Co 1.86% Reduce -0.2% 77,569 $42.2M
Centaurus Financial, Inc. 2.79% Add +9.3% 76,926 $41.9M
Bluefin Capital Management, LLC 24.72% Add +78.0% 76,900 $41.9M
Townsquare Capital LLC 0.57% Add +3.1% 76,276 $41.5M
Summit Financial, LLC 1.89% Add +6.4% 75,573 $41.3M
Hibernia Wealth Partners, LLC 14.34% Add +116.8% 75,623 $41.2M
Retirement Income Solutions, Inc. 9.93% Reduce -7.8% 75,555 $41.1M
Allspring Global Investments Holdings, LLC 0.07% Reduce -28.3% 74,936 $40.8M
Rathbones Group PLC 0.22% Reduce -5.3% 74,510 $40.5M
King Luther Capital Management Corp. 0.18% Reduce -4.4% 74,075 $40.3M
Summit Trail Advisors, LLC 1.05% Add +9.7% 73,497 $40.1M
Federation des caisses Desjardins du Quebec 0.21% Add +1.3% 73,009 $39.7M
Fund Evaluation Group, LLC 2.43% No change 72,889 $39.7M
Source Financial Advisors LLC 12.16% Reduce -5.8% 72,680 $39.6M
Bayesian Capital Management, LP 4.53% New 72,600 $39.5M
Aptus Capital Advisors, LLC 0.75% Add +4.3% 72,212 $39.3M
LSP Investment Advisors, LLC 22.32% No change 72,200 $39.3M
Element Pointe Advisors, LLC 9.96% Add +0.1% 72,175 $39.3M
Buckingham Strategic Wealth, LLC 0.41% Add +0.3% 72,099 $39.2M
Bluespring Wealth Management, LLC 4.20% Reduce -1.7% 71,576 $39.1M
Curtis Advisory Group, LLC 13.73% Add +1.3% 71,505 $38.9M
Canandaigua National Bank & Trust Co. 4.22% New 71,334 $38.8M
NewSquare Capital LLC 3.34% Add +1.8% 71,308 $38.8M
Corsair Capital Management, L.P. 6.45% Reduce -98.6% 544 $38.5M
Anfield Capital Management, LLC 18.66% Add +18.5% 70,619 $38.4M
Hall Kathryn A. 8.75% Reduce -1.3% 69,577 $37.9M
Schusterman Interests, LLC 49.41% No change 69,517 $37.8M
Principal Financial Group Inc. 0.02% Reduce -1.2% 69,323 $37.7M
Marmo Financial Group, LLC 22.78% Reduce -8.7% 69,253 $37.7M
Seven Post Investment Office LP 6.92% Add +0.8% 68,653 $37.4M
Ciovacco Capital Management LLC 23.95% Reduce -4.5% 68,295 $37.2M
Signaturefd, LLC 0.76% Add +5.9% 68,274 $37.2M
Cullinan Associates Inc. 2.09% Add +3.4% 67,987 $37.0M
Hanover Advisors Inc. 16.39% Reduce -8.1% 67,772 $36.9M
Fifth Third Securities, Inc. 3.39% Add +37.0% 67,294 $36.7M
Gratus Capital, LLC 1.48% Add +1.3% 67,278 $36.6M
BTG Pactual Asset Management US LLC 9.15% — 67,076 $36.5M
Abbrea Capital, LLC 4.83% Reduce -3.3% 66,803 $36.5M
Transform Wealth, LLC 2.72% Add +14.4% 66,305 $36.2M
Guidance Capital, Inc. 11.82% Reduce -5.0% 65,476 $36.1M
Lazard Freres Gestion S.A.S. 0.83% Add +36.3% 66,138 $36.1M
Wealth Advisory Solutions, LLC 9.77% Reduce -0.7% 66,225 $36.0M
Birinyi Associates Inc. 10.76% Reduce -0.6% 66,003 $35.9M
Ninepoint Partners LP 3.85% Reduce -7.3% 65,800 $35.8M
Harbour Investments, Inc. 1.21% Add +9.6% 65,793 $35.8M
Associated Banc-Corp 1.11% Add +1.2% 65,598 $35.7M
SMI Advisory Services, LLC 8.78% Reduce -7.3% 63,891 $35.5M
Norris Financial Group, LLC 18.48% Add +21.7% 65,219 $35.5M
Inscription Capital, LLC 5.71% Reduce -0.6% 65,058 $35.4M
Shilanski & Associates, Inc. 11.90% Add +2.5% 65,014 $35.4M
Caldwell Trust Co 3.90% Reduce -1.3% 64,684 $35.2M
Commonwealth Financial Services, LLC 7.22% Add +9.2% 63,366 $35.2M
Institutional & Family Asset Management, LLC 5.36% Add +2.4% 64,228 $35.0M
Benchmark Financial Wealth Advisors, LLC 12.91% Add +6.1% 64,031 $34.8M
Sowell Financial Services LLC 1.66% Reduce -12.7% 63,812 $34.8M
OneDigital Investment Advisors LLC 0.43% Add +17.0% 63,898 $34.8M
Quantinno Capital Management LP 0.62% Add +36.4% 63,712 $34.7M
Tiller Private Wealth, Inc. 15.20% Add +0.6% 63,639 $34.6M
Williams Jones Wealth Management, LLC. 0.43% Reduce -0.1% 63,286 $34.4M
North Star Investment Management Corp. 2.52% Reduce -2.0% 63,146 $34.4M
Clear Harbor Asset Management, LLC 3.00% Reduce -2.3% 62,981 $34.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9.30% Add +11.2% 62,558 $34.1M
iA Global Asset Management Inc. 0.65% Reduce -7.1% 62,596 $34.1M
Ameritas Advisory Services, LLC 1.28% Add +3.6% 62,554 $34.0M
Laird Norton Wetherby Wealth Management, LLC 1.60% Reduce -0.5% 62,386 $34.0M
Washburn Capital Management, Inc. 24.20% Add +0.2% 62,322 $33.9M
Callan Family Office, LLC 6.49% Add +19.5% 62,122 $33.8M
Sapient Capital LLC 0.70% Add +14.6% 61,735 $33.7M
Johnson Financial Group, Inc. 1.63% Reduce -2.5% 61,453 $33.6M
Aspen Grove Capital, LLC 7.89% Reduce -16.3% 61,403 $33.5M
Jackson, Grant Investment Advisers, Inc. 13.51% Add +1.1% 61,466 $33.5M
Solitude Financial Services 15.48% Add +5.7% 61,204 $33.3M
Aspect Partners, LLC 19.83% Add +58.6% 61,135 $33.3M
Wilmington Savings Fund Society, FSB 1.27% Reduce -1.9% 60,862 $33.1M
Cary Street Partners Investment Advisory LLC 1.33% Add +2.8% 60,665 $33.0M
Crescent Grove Advisors, LLC 3.60% Reduce -2.5% 60,127 $32.8M
Bfsg, LLC 4.15% Reduce -6.2% 60,200 $32.8M
Aspiriant, LLC 1.33% Add +1.2% 60,141 $32.7M
Chesley Taft & Associates LLC 1.63% Reduce -1.8% 59,797 $32.5M
Mine & Arao Wealth Creation & Management, LLC. 15.81% Reduce -0.5% 59,676 $32.5M
Kingswood Wealth Advisors, LLC 2.92% Add +57.1% 59,619 $32.4M
Zacks Investment Management 0.36% Add +3.5% 59,509 $32.4M
MKT Advisors LLC 16.06% Add +0.1% 58,101 $32.3M
Humankind Investments LLC 8.54% No change 59,140 $32.2M
Schechter Investment Advisors, LLC 2.42% Reduce -0.3% 58,940 $32.1M
Apollon Wealth Management, LLC 0.97% Add +6.1% 58,710 $32.0M
Evermay Wealth Management LLC 5.09% Reduce -0.6% 58,177 $31.8M
Dorsey & Whitney Trust CO LLC 2.20% Add +37.4% 58,288 $31.7M
First Nebraska Trust Co 3.24% Add +0.7% 57,719 $31.4M
Vantage Financial Partners Ltd., Inc. 7.79% Add +18.2% 57,624 $31.4M
LM Advisors LLC 6.24% Reduce -5.5% 57,591 $31.3M
Boston Family Office LLC 2.26% Reduce -21.9% 57,554 $31.3M
Bremer Bank National Association 6.08% Reduce -22.1% 57,198 $31.1M
Roth Financial Partners LLC 13.39% Reduce -1.2% 56,999 $31.0M
Teachers Retirement System of the State of Kentucky 0.28% No change 56,594 $30.8M
Advance Capital Management, Inc. 1.45% Reduce -3.0% 56,459 $30.7M
HMS Capital Management, LLC 15.99% Add +7.7% 56,403 $30.7M
Pegasus Partners Ltd. 3.08% Reduce -1.4% 56,202 $30.6M
Insigneo Advisory Services, LLC 3.45% Reduce -25.1% 59,109 $30.6M
Fort Washington Investment Advisors Inc. 0.20% Add +1.6% 55,849 $30.4M
Cardiff Park Advisors, LLC 2.92% Add +0.1% 55,729 $30.3M
BigSur Wealth Management LLC 9.28% Add +0.9% 55,504 $30.3M
Granite FO LLC 19.33% Reduce -0.0% 55,575 $30.2M
Bank Pictet & Cie (Europe) AG 0.74% Add +7.3% 55,542 $30.2M
Afg Fiduciary Services Limited Partnership 21.11% Reduce -0.5% 305,211 $30.2M
WR Wealth Planners, LLC 9.18% Reduce -1.5% 55,302 $30.1M
Safeguard Investment Advisory Group, LLC 9.34% Add +9.8% 55,206 $30.1M
Howland Capital Management LLC 1.43% Reduce -2.7% 54,903 $30.0M
Lanham O'Dell & Company, Inc. 16.71% New 54,687 $29.8M
GFS Advisors, LLC 4.79% Reduce -97.2% 1,500 $29.7M
Adirondack Trust Co. 12.12% Add +1.9% 54,547 $29.7M
Calamos Wealth Management LLC 1.61% Add +2.5% 54,498 $29.7M
TCV Trust & Wealth Management, Inc. 2.83% Add +0.2% 54,487 $29.7M
Verger Capital Management LLC 15.10% Reduce -4.6% 54,408 $29.6M
Proficio Capital Partners LLC 3.10% Reduce -0.1% 54,322 $29.6M
McElhenny Sheffield Capital Management, LLC 10.16% Add +0.9% 53,147 $29.5M
MTC Wealth Management LLC 13.96% Reduce -4.0% 53,878 $29.3M
Trustmark Bank Trust Department 2.34% Add +0.2% 53,615 $29.2M
Fiduciary Alliance LLC 4.74% Add +11.3% 53,133 $29.2M
Fortis Capital Advisors, LLC 10.47% Add +11.2% 53,285 $29.0M
CenterStar Asset Management, LLC 43.58% Add +80.4% 53,252 $29.0M
King Wealth Management Group 4.82% Reduce -0.4% 53,168 $28.9M
CW Advisors, LLC 0.46% Add +16.1% 52,693 $28.7M
Klingenstein Fields & Co. LP 1.19% Add +1.0% 52,627 $28.6M
Helios Capital Management Pte. Ltd. 18.65% Add +9.6% 52,600 $28.6M
BW Gestao de Investimentos Ltda. 3.76% Reduce -35.3% 52,400 $28.5M
Ironsides Asset Advisors, LLC 9.44% Add +0.3% 52,150 $28.4M
Diversify Wealth Management, LLC 3.52% — 54,705 $28.3M
Dakota Wealth Management 0.67% Add +73.6% 51,965 $28.3M
Pinebridge Investments, L.P. 0.23% Add +23.4% 51,741 $28.2M
Wind River Trust Co 11.37% Reduce -14.8% 51,518 $28.0M
Brighton Jones LLC 0.92% Add +4.4% 51,435 $28.0M
CSS LLC 6.12% Add +89.2% 51,421 $28.0M
Fiduciary Trust Co 0.42% Reduce -0.7% 51,355 $27.9M
Hengehold Capital Management LLC 2.90% Add +32.1% 51,247 $27.9M
Lifestyle Asset Management, Inc. 16.00% Add +47.5% 51,158 $27.8M
Smith, Moore & Co. 2.86% Add +1.0% 51,020 $27.8M
Migdal Insurance & Financial Holdings Ltd. 0.46% Add +28.8% 50,889 $27.7M
Wedbush Securities Inc. 0.99% Add +7.6% 50,841 $27.7M
Arthur M. Cohen & Associates, LLC 5.07% Add +0.5% 50,821 $27.7M
German American Bancorp, Inc. 3.18% Reduce -45.9% 50,796 $27.6M
Taylor & Morgan Wealth Management, LLC 19.54% Add +6.4% 50,780 $27.6M
Salomon & Ludwin, LLC 3.07% Reduce -11.8% 50,597 $27.5M
Glen Eagle Advisors, LLC 5.03% Add +0.9% 50,517 $27.5M
First National Corp. /Ma/ 6.50% Add +1.6% 50,183 $27.3M
Pinnacle Wealth Management Advisory Group, LLC 2.82% Add +2.0% 50,136 $27.3M
Fidelis Capital Partners, LLC 3.87% Add +6.7% 52,343 $27.1M
Moran Wealth Management, LLC 0.89% Add +5.2% 49,578 $27.0M
Kellett Wealth Advisors, LLC 21.74% Add +5598.7% 49,522 $27.0M
Hantz Financial Services, Inc. 0.52% Reduce -5.0% 49,497 $26.9M
Penserra Capital Management LLC 0.34% Reduce -4.3% 49,413 $26.9M
TrueWealth Advisors, LLC 9.94% Add +0.0% 49,341 $26.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -11.6% 49,298 $26.8M
Axis Capital Holdings Ltd. 12.40% No change 49,106 $26.7M
Archon Partners LLC 3.43% No change 49,100 $26.7M
Renaissance Technologies 0.05% New 49,000 $26.7M
Condor Capital Management 2.54% Reduce -4.5% 48,867 $26.6M
Capital Wealth Planning, LLC 0.28% Reduce -2.3% 48,859 $26.6M
Fluent Financial, LLC 13.39% Reduce -14.5% 48,763 $26.5M
Oxford Financial Group, LTD. LLC 1.75% Reduce -0.9% 48,713 $26.5M
Aft, Forsyth & Sober, LLC 9.07% Add +0.1% 48,660 $26.5M
KCM Investment Advisors LLC 0.95% Reduce -0.2% 48,439 $26.4M
CreativeOne Wealth, LLC 1.33% Reduce -46.0% 48,107 $26.2M
Verdence Capital Advisors LLC 2.32% Add +0.5% 47,919 $26.1M
Burt Wealth Advisors 6.85% Reduce -9.8% 47,735 $26.0M
Madison Asset Management, LLC 0.32% Reduce -6.7% 47,533 $25.9M
Motco 1.52% Add +0.4% 47,443 $25.8M
BSW Wealth Partners 4.20% Reduce -1.0% 47,085 $25.6M
Crestwood Advisors Group, LLC 0.53% Reduce -1.4% 47,056 $25.6M
Curated Wealth Partners LLC 3.57% — 47,015 $25.6M
Jasper Ridge Partners, L.P. 0.83% Add +0.4% 46,879 $25.5M
Montz Harcus Wealth Management LLC 16.54% Add +3.4% 46,860 $25.5M
NorthCrest Asset Manangement, LLC 0.84% Add +0.0% 46,716 $25.4M
Amarillo National Bank 4.80% Reduce -0.0% 46,355 $25.2M
IPG Investment Advisors LLC 5.46% Reduce -16.5% 45,809 $25.0M
Taurus Asset Management, LLC 2.52% Add +4.2% 45,778 $24.9M
Zega Financial, LLC 9.00% Add +7.9% 45,752 $24.9M
Polar Asset Management Partners Inc. 0.97% Reduce -60.5% 45,700 $24.9M
Resonant Capital Advisors, LLC 2.02% Reduce -0.2% 45,479 $24.8M
Pettyjohn, Wood & White, Inc. 4.81% Add +3.7% 45,554 $24.8M
Essex Financial Services, Inc. 1.84% Add +1825.5% 821,641 $24.7M
First Heartland Consultants, Inc. 2.45% Add +12.7% 45,352 $24.7M
Firestone Capital Management 6.71% Add +6.1% 45,148 $24.6M
Indiana Trust & Investment Management Co 9.00% Add +0.7% 45,076 $24.5M
Regal Investment Advisors LLC 1.62% Add +5.1% 45,007 $24.5M
Eagle Capital Management, LLC 10.77% Add +0.3% 44,919 $24.4M
Boothbay Fund Management, LLC 0.84% Reduce -72.6% 44,839 $24.4M
Claro Advisors Inc. 3.80% Reduce -11.5% 44,689 $24.3M
Aragon Global Management, LP 10.35% No change 44,580 $24.3M
First Business Financial Services, Inc. 2.57% Add +1.2% 44,575 $24.3M
Angeles Wealth Management, LLC 2.27% Reduce -2.0% 44,490 $24.2M
Clarity Wealth Advisors, LLC 7.81% Reduce -1.9% 44,383 $24.2M
Arkadios Wealth Advisors 1.63% Reduce -0.3% 44,327 $24.1M
Houlihan Financial Resource Group, Ltd. 16.44% Add +0.9% 44,298 $24.1M
Quadrant Capital Group LLC 1.79% Add +28.5% 44,278 $24.1M
Capital Group Private Client Services, Inc. 0.24% Add +7.7% 44,215 $24.1M
Main Street Financial Solutions, LLC 2.26% Add +2.9% 44,140 $24.0M
Beacon Bridge Wealth Partners, LLC 10.95% Add +0.9% 43,870 $23.9M
GM Advisory Group, LLC 1.54% Add +0.5% 43,858 $23.9M
Snowden Capital Advisors LLC 0.72% Add +2.5% 43,706 $23.9M
Advisors Capital Management, LLC 0.42% Add +161.1% 43,786 $23.8M
SIG North Trading, ULC 6.17% New 43,600 $23.7M
Calydon Capital 4.25% Add +23.5% 43,585 $23.7M
Osborne Partners Capital Management, LLC 1.42% Reduce -5.7% 43,574 $23.7M
Thompson Siegel & Walmsley LLC 0.38% Reduce -0.6% 43,406 $23.6M
Focus Financial Network, Inc. 1.01% Add +4.8% 42,352 $23.6M
LCM Capital Management Inc 14.65% Reduce -0.1% 43,145 $23.5M
First International Bank & Trust 8.05% Add +1.9% 42,986 $23.4M
Provenance Wealth Advisors, LLC 3.25% Add +0.1% 42,745 $23.3M
JARISLOWSKY, FRASER Ltd 0.14% Reduce -6.4% 42,739 $23.3M
ARS Investment Partners, LLC 2.22% Reduce -0.4% 42,595 $23.2M
Verity Asset Management, Inc. 9.08% Add +17.1% 42,554 $23.2M
Belmont Capital, LLC 4.29% Add +44.4% 42,269 $23.0M
Systematic Alpha Investments, LLC 0.87% No change 42,170 $22.9M
Independent Family Office, LLC 13.09% Reduce -13.4% 42,152 $22.9M
ING Groep NV 0.14% Reduce -82.6% 42,084 $22.9M
O'Dell Group, LLC 5.58% No change 43,541 $22.8M
Cadence Bank 1.71% Reduce -1.0% 41,818 $22.8M
Sovereign Financial Group, Inc. 5.65% Reduce -0.2% 41,667 $22.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce -45.0% 41,663 $22.7M
Cambridge Associates LLC /Ma/ 1.04% Reduce -19.9% 41,660 $22.7M
LFA - Lugano Financial Advisors SA 17.25% Reduce -7.3% 41,607 $22.6M
Mgo One Seven LLC 1.07% Add +12.7% 41,585 $22.6M
Western Wealth Management, LLC 1.68% Add +1.9% 41,563 $22.6M
Sanchez Wealth Management Group 7.31% Add +20.7% 41,466 $22.6M
Baltimore-Washington Financial Advisors, Inc. 1.33% Add +3.3% 41,347 $22.5M
Palisade Asset Management, LLC 2.32% Reduce -13.6% 41,232 $22.4M
Welch & Forbes LLC 0.30% Reduce -13.0% 40,626 $22.3M
Strategic Equity Management 14.51% Add +9.0% 40,929 $22.3M
Vertex Planning Partners, LLC 5.78% Add +14.4% 40,904 $22.3M
Lane & Associates LLC 13.10% Add +4.4% 40,822 $22.2M
Roble, Belko & Company, Inc 3.72% Reduce -2.8% 40,803 $22.2M
Independence Bank of Kentucky 5.88% Add +5.8% 40,735 $22.2M
Blueshift Asset Management, LLC 7.43% Add +127.9% 40,661 $22.1M
Guardian Wealth Advisors, LLC 14.38% Reduce -0.2% 40,627 $22.1M
Brickley Wealth Management 4.84% No change 40,595 $22.1M
Palumbo Wealth Management LLC 9.25% Add +8.4% 40,244 $21.9M
Central Pacific Bank - Trust Division 2.70% Reduce -2.3% 39,686 $21.6M
Gryphon Financial Partners LLC 3.23% Add +8.7% 39,682 $21.6M
Global Trust Asset Management, LLC 8.68% Reduce -0.3% 39,602 $21.6M
Berkshire Hathaway 0.01% No change 39,400 $21.4M
Advisor Resource Council 28.16% Reduce -5.1% 56,198 $21.4M
Diversified Portfolios, Inc. 2.82% Add +0.5% 39,273 $21.4M
Burke & Herbert Bank & Trust Co. 5.19% Add +120.8% 39,231 $21.4M
Avidian Wealth Enterprises, LLC 1.03% Add +20.6% 39,182 $21.3M
World Investment Advisors 1.33% Add +393.8% 39,150 $21.3M
Swiss Life Asset Management Ltd 0.25% Reduce -7.8% 39,100 $21.3M
Procyon Advisors, LLC 1.58% Reduce -9.7% 39,098 $21.3M
Cypress Capital, LLC 5.80% Reduce -4.9% 39,067 $21.3M
GYL Financial Synergies, LLC 1.64% Add +3.5% 38,944 $21.2M
Raelipskie Partnership 11.30% Reduce -3.5% 38,919 $21.2M
Chilton Capital Management LLC 0.95% Reduce -1.3% 38,847 $21.1M
Boyd Watterson Asset Management LLC 6.10% Reduce -14.4% 38,838 $21.1M
Connecticut Wealth Management, LLC 1.09% Reduce -5.0% 38,708 $21.1M
Oppenheimer Asset Management Inc. 0.27% Add +25.5% 38,680 $21.1M
Smith Anglin Financial, LLC 2.12% Add +0.3% 38,578 $21.0M
Financial & Tax Architects, LLC 5.63% Add +2.6% 38,562 $21.0M
Capital International Investors 0.00% Add +60.4% 38,345 $21.0M
Family Manage LLC 3.70% Add +2.8% 38,302 $20.8M
Black Maple Capital Management LP 15.31% Reduce -2.5% 38,295 $20.8M
Kovack Advisors, Inc. 2.28% Add +10.1% 38,149 $20.8M
Palisades Hudson Asset Management, L.P. 9.52% Reduce -0.9% 38,043 $20.7M
Leavell Investment Management, Inc. 1.14% Add +10.6% 37,896 $20.7M
Trilogy Capital Inc. 1.12% Reduce -6.9% 38,004 $20.7M
Wellspring Financial Advisors, LLC 2.32% Add +6.7% 37,920 $20.6M
Albion Financial Group 1.55% Add +0.5% 37,707 $20.5M
Fulton Breakefield Broenniman LLC 1.51% Reduce -1.6% 37,581 $20.5M
Cresta Advisors, Ltd. 12.12% Reduce -0.3% 37,561 $20.4M
BLB&B Advisors, LLC 1.12% Reduce -2.0% 37,418 $20.4M
Financial Engines Advisors L.L.C. 0.05% Add +7.0% 37,201 $20.3M
Aviso Financial Inc. 1.13% — 37,299 $20.3M
Hancock Whitney Corp. 0.69% Add +2.1% 37,189 $20.2M
Legacy Advisors, LLC 2.46% Add +1.3% 37,152 $20.2M
Thrive Wealth Management, LLC 3.96% Add +0.4% 37,151 $20.2M
Capital Management Associates, Inc 12.12% Add +2158.9% 36,775 $20.0M
Daymark Wealth Partners, LLC 0.92% Add +155.0% 36,745 $20.0M
Forvis Mazars Wealth Advisors, LLC 0.50% Reduce -1.8% 36,601 $19.9M
Avior Wealth Management, LLC 0.86% Add +3.1% 36,571 $19.9M
Americana Partners, LLC 1.56% Add +27.9% 36,430 $19.8M
Blue Edge Capital, LLC 3.28% Reduce -1.4% 36,416 $19.8M
Securian Asset Management, Inc. 0.57% No change 36,170 $19.7M
Oakworth Capital, Inc. 1.43% Reduce -3.4% 36,038 $19.6M
Clarius Group, LLC 1.39% Reduce -2.2% 35,937 $19.6M
Ace Management Global Ltd. 5.72% Reduce -53.5% 35,811 $19.5M
First Manhattan Co. Llc. 0.06% Reduce -0.1% 35,623 $19.4M
Delta Financial Advisors LLC 7.52% Add +0.0% 35,688 $19.4M
Unique Wealth, LLC 5.08% Add +8.2% 35,639 $19.4M
Central Bank & Trust Co. 2.68% Reduce -10.4% 35,470 $19.3M
Saiph Capital, LLC 8.56% Reduce -0.6% 35,256 $19.2M
Voisard Asset Management Group, Inc. 9.35% Reduce -1.3% 35,153 $19.1M
Segment Wealth Management, LLC 1.41% Reduce -0.1% 35,141 $19.1M
Cornerstone Wealth Management, LLC 1.47% Add +19.2% 35,017 $19.1M
Sentinel Trust Co. Lba 2.34% Reduce -2.3% 34,978 $19.0M
Aprio Wealth Management, LLC 3.46% Reduce -6.4% 34,868 $19.0M
Copperwynd Financial, LLC 6.19% Reduce -30.6% 34,379 $18.9M
Cobblestone Capital Advisors LLC 1.16% Reduce -6.8% 34,709 $18.9M
Three Bridge Wealth Advisors, LLC 7.48% Reduce -0.8% 34,567 $18.9M
Magnolia Capital Management Ltd. 15.83% Reduce -9.5% 34,654 $18.9M
Baron Financial Group, LLC 11.97% Reduce -4.7% 34,580 $18.8M
CENTRAL TRUST Co 0.46% Add +19.1% 34,578 $18.8M
Brave Asset Management Inc. 4.79% Reduce -0.5% 34,545 $18.8M
Bank Pictet & Cie (asia) Ltd. 6.29% No change 34,510 $18.8M
Intrepid Financial Planning Group LLC 8.04% Reduce -3.1% 34,447 $18.7M
Scharf Investments, LLC 0.53% Reduce -27.4% 34,279 $18.7M
AXA S.A. 0.06% No change 34,266 $18.6M
DAVENPORT & Co LLC 0.12% Reduce -3.2% 33,980 $18.5M
AQR Capital Management 0.03% Reduce -11.6% 33,971 $18.5M
Great Valley Advisor Group, Inc. 0.51% Reduce -3.5% 33,705 $18.3M
Mission Wealth Management, LP 0.50% Reduce -2.8% 33,682 $18.3M
Hummer Financial Advisory Services Inc 15.83% Reduce -1.1% 33,559 $18.3M
Parallel Advisors, LLC 0.47% Reduce -1.7% 33,665 $18.3M
Iron Horse Wealth Management, LLC 7.00% Add +3.1% 33,664 $18.3M
Basso Capital Management, L.P. 16.48% No change 33,602 $18.3M
Nepc LLC 0.60% Reduce -5.5% 33,554 $18.3M
New England Private Wealth Advisors LLC 3.18% Reduce -1.4% 33,515 $18.2M
Armstrong Advisory Group, Inc. 1.61% Reduce -2.2% 33,360 $18.2M
Resolute Advisors LLC 4.68% Add +6.0% 33,229 $18.1M
Ground Swell Capital, LLC 17.52% Add +49.8% 33,295 $18.1M
Meridian Wealth Advisors, LLC 3.21% Add +7.5% 33,086 $18.0M
Sunflower Bank, N.A. 4.23% Reduce -8.4% 32,889 $17.9M
Private Trust Co. NA 1.92% Reduce -10.8% 32,791 $17.8M
Blue Investment Partners LLC 8.08% Add +2.0% 32,740 $17.8M
Aspen Investment Management Inc 8.89% Add +6.2% 32,731 $17.8M
Farther Finance Advisors, LLC 0.86% Add +125.5% 32,663 $17.8M
Meritage Group LP 0.45% Add +97.7% 32,726 $17.8M
Wealthgate Family Office, LLC 43.72% Reduce -0.5% 32,654 $17.8M
Axxcess Wealth Management, LLC 0.48% New 32,457 $17.7M
PFG Investments, LLC 1.26% Add +2.0% 32,347 $17.6M
PFG Advisors 1.19% Add +6.0% 32,276 $17.6M
Financial Partners Group, Inc 2.77% Add +9.1% 32,274 $17.6M
Cornerstone Capital, Inc. 1.77% Reduce -0.5% 32,252 $17.6M
Country Club Bank 1.22% Reduce -1.6% 32,011 $17.5M
Capital Advisory Group Advisory Services, LLC 7.47% Add +3.4% 32,126 $17.5M
Dynamic Advisor Solutions LLC 0.55% Reduce -5.0% 31,976 $17.4M
O'shaughnessy Asset Management, LLC 0.18% Add +5.5% 31,959 $17.4M
Wealthstar Advisors, LLC 14.10% Add +1267.0% 31,947 $17.4M
Kingsview Wealth Management, LLC 0.41% Add +29.4% 31,889 $17.4M
Hilltop Holdings Inc. 2.02% Add +58.1% 31,850 $17.3M
Edgewood Management LLC 0.05% Add +16.1% 31,797 $17.3M
Paragon Financial Partners, Inc. 13.47% Reduce -0.1% 31,761 $17.3M
Romano Brothers and Company 2.39% Add +0.1% 31,719 $17.3M
Silvercrest Asset Management Group LLC 0.12% Add +2.7% 31,715 $17.3M
Pineridge Advisors LLC 5.89% Add +71970.4% 31,711 $17.3M
Evergreen Capital Management LLC 0.62% Add +3.1% 31,517 $17.2M
Symmetry Investments LP 2.15% Add +154.1% 31,513 $17.2M
Boston Financial Mangement LLC 0.54% Reduce -2.3% 31,454 $17.1M
Aspire Private Capital, LLC 4.41% Reduce -30.8% 31,436 $17.1M
Trust Co of the South 4.05% No change 31,434 $17.1M
Hardy Reed LLC 1.72% No change 31,416 $17.1M
Bartlett & Co. Wealth Management LLC 0.26% Reduce -3.9% 31,288 $17.1M
Seven Mile Advisory 12.53% Reduce -0.3% 31,322 $17.0M
Lanark Financial, Inc. 1.55% Add +9.3% 31,270 $17.0M
Second Line Capital, LLC 5.20% Add +2.4% 31,118 $17.0M
Lebenthal Global Advisors, LLC 3.72% Add +0.4% 31,144 $16.9M
Signature Estate & Investment Advisors LLC 0.42% Add +255.0% 31,043 $16.9M
Ashton Thomas Private Wealth, LLC 0.93% Add +12.0% 30,961 $16.8M
Three Seasons Wealth, LLC 9.31% Add +178.1% 30,898 $16.8M
Henshaw Capital LLC 0.76% No change 30,900 $16.8M
St. Louis Financial Planners Asset Management, LLC 14.46% Add +129.7% 30,836 $16.8M
Foguth Wealth Management, LLC. 7.40% Add +49.5% 30,844 $16.8M
Capital Investment Advisors, LLC 0.38% Add +26.5% 30,809 $16.8M
Legacy Capital Wealth Partners, LLC 4.26% Add +6221.0% 30,720 $16.7M
JCP Investment Management, LLC 18.66% Add +1737.6% 30,669 $16.7M
LifeSteps Financial, Inc. 13.72% Reduce -2.9% 30,543 $16.6M
MMBG Investment Advisors Co. 1.78% No change 30,510 $16.6M
First National Bank of Mount Dora, Trust Investment Services 4.00% Reduce -7.0% 30,492 $16.6M
Plante Moran Financial Advisors, LLC 1.66% Reduce -1.5% 30,463 $16.6M
Spinnaker Trust 1.06% Add +4.8% 30,401 $16.5M
Sepio Capital, LP 1.51% Reduce -22.6% 30,314 $16.5M
SimpliFi, Inc. 7.61% Reduce -0.3% 30,286 $16.5M
Sei Investments Co. 0.02% Reduce -1.8% 30,123 $16.4M
Northwest & Ethical Investments L.P. 0.47% Add +12.3% 30,100 $16.4M
Tyche Wealth Partners LLC 3.99% Add +1.6% 30,088 $16.4M
Tolleson Wealth Management, Inc. 3.22% Reduce -1.7% 30,029 $16.3M
Empower Advisory Group, LLC 0.06% Reduce -2.2% 30,024 $16.3M
Lockheed Martin Investment Management Co. 0.95% No change 30,000 $16.3M
Trifecta Capital Advisors, LLC 3.61% Reduce -0.9% 29,971 $16.3M
Benjamin F. Edwards & Company, Inc. 0.29% Add +23.1% 29,921 $16.3M
Legal & General Group Plc 0.00% No change 29,900 $16.3M
Fi3 FINANCIAL ADVISORS, LLC 7.16% Reduce -0.6% 29,877 $16.3M
Measured Wealth Private Client Group, LLC 5.71% Reduce -13.3% 29,866 $16.3M
Compound Planning, Inc. 1.20% Add +11.7% 29,860 $16.3M
Patton Fund Management, Inc. 3.41% Reduce -5.2% 29,735 $16.2M
Soltis Investment Advisors LLC 1.71% Add +11.0% 29,707 $16.2M
Arete Wealth Advisors, LLC 1.33% Reduce -0.7% 29,688 $16.2M
New Republic Capital, LLC 8.09% Add +6.2% 29,516 $16.1M
YHB Investment Advisors, Inc. 1.39% Add +0.3% 29,587 $16.1M
WealthBridge Capital Management, LLC 5.32% Reduce -3.2% 29,564 $16.1M
Caprock Group, LLC 0.65% Add +2.5% 29,438 $16.1M
Invictus Private Wealth, LLC 1.35% Reduce -0.5% 29,491 $16.0M
L & S Advisors Inc 2.06% Reduce -1.0% 29,490 $16.0M
Penobscot Investment Management Company, Inc. 1.55% Add +1.4% 29,487 $16.0M
Winthrop Advisory Group LLC 2.18% No change 30,582 $16.0M
Prostatis Group LLC 5.61% Add +5.9% 29,400 $16.0M
Banque Pictet & Cie SA 0.16% Reduce -1.4% 29,375 $16.0M
Seaview Investment Managers LLC 4.77% Reduce -7.6% 29,144 $15.9M
Strategic Blueprint, LLC 1.08% Reduce -4.1% 29,106 $15.8M
StoneX Group Inc. 1.27% Add +66.9% 29,031 $15.8M
Koshinski Asset Management, Inc. 1.47% Reduce -4.7% 28,412 $15.8M
Atlantic Union Bankshares Corp 0.98% Add +353.5% 28,986 $15.8M
FSC Wealth Advisors, LLC 11.60% Add +2.3% 28,877 $15.7M
Moloney Securities Asset Management, LLC 2.28% Add +102.0% 28,827 $15.7M
Beacon Investment Advisory Services, Inc. 0.67% Add +1.4% 28,774 $15.7M
Lodestar Private Asset Management LLC 2.15% Add +0.1% 28,748 $15.6M
Warwick Investment Management, Inc. 3.66% Reduce -1.6% 28,734 $15.6M
XR Securities LLC 26.35% Reduce -94.4% 28,687 $15.6M
Royal Capital Wealth Management, LLC 11.72% Add +1.4% 28,601 $15.6M
Fortis Group Advisors, LLC 3.08% Reduce -0.7% 28,516 $15.5M
Atalanta Sosnoff Capital, LLC 0.35% Reduce -7.7% 28,448 $15.5M
GC Wealth Management RIA, LLC 3.05% Add +0.6% 28,406 $15.5M
South Dakota Investment Council 0.32% Add +3446.6% 28,373 $15.4M
American Investment Services, Inc. 2.72% Add +0.2% 28,263 $15.4M
Gateway Wealth Partners, LLC 4.64% Reduce -3.3% 28,204 $15.3M
Kesler, Norman & Wride, LLC 3.26% Reduce -3.0% 28,200 $15.3M
TAP Consulting, LLC 3.23% Add +6.6% 28,155 $15.3M
Salem Investment Counselors Inc. 0.49% Add +1.9% 28,075 $15.3M
Flagship Private Wealth, LLC 9.06% Reduce -6.6% 28,111 $15.3M
Legacy Trust 3.80% Reduce -2.3% 28,109 $15.3M
Tocqueville Asset Management L.P. 0.25% Reduce -1.3% 28,104 $15.3M
Y.D. More Investments Ltd 1.56% Add +3.2% 28,106 $15.3M
Stelac Advisory Services LLC 6.39% Reduce -5.5% 27,924 $15.2M
Pioneer Trust Bank N A 4.11% Add +107.6% 27,979 $15.2M
Berger Financial Group, Inc 1.21% Reduce -1.0% 27,947 $15.2M
Texas Capital Bank Wealth Management Services Inc 1.58% Reduce -3.8% 27,947 $15.2M
Wesbanco Bank Inc. 0.57% Add +4.3% 27,942 $15.2M
Mainsail Financial Group, LLC 8.94% Add +20.6% 27,903 $15.2M
Annandale Capital, LLC 3.16% Add +76.5% 27,892 $15.2M
Pitcairn Co. 0.93% No change 27,886 $15.2M
Veltria Advisors Corp. 5.44% Reduce -25.0% 27,855 $15.2M
NBW Capital LLC 2.99% Reduce -18.2% 27,816 $15.1M
Headlands Technologies LLC 1.60% Add +813.0% 27,763 $15.1M
Transcend Capital Advisors, LLC 1.10% Add +27.2% 34,853 $15.1M
Wealth Architects, LLC 1.84% Reduce -0.4% 27,729 $15.1M
Confluence Investment Management LLC 0.22% Reduce -1.1% 27,671 $15.1M
Pinnacle Family Advisors, LLC 8.32% Add +15.6% 27,647 $15.0M
Tortoise Investment Management, LLC 1.71% Reduce -0.3% 27,574 $15.0M
TKG Advisors, LLC 8.08% Add +5.8% 27,358 $14.9M
Landmark Wealth Management, Inc. 8.19% Add +932.6% 27,334 $14.9M
Constant Guidance Financial LLC 15.38% Add +40.1% 27,265 $14.8M
Smithbridge Asset Management Inc. 3.08% Add +67.1% 27,217 $14.8M
Mather Group, Llc. 0.18% Add +93.2% 28,126 $14.7M
Neumann Capital Management, LLC 5.05% Add +0.1% 27,024 $14.7M
Sachetta, LLC 6.40% Add +6.1% 27,132 $14.7M
Solstein Capital, LLC 9.58% Add +8.9% 26,975 $14.7M
Brown, Lisle/Cummings, Inc. 4.78% Add +0.3% 26,962 $14.7M
Engineers Gate Manager LP 0.33% Reduce -65.4% 26,936 $14.7M
Optas, LLC 3.77% No change 26,906 $14.6M
Rockbridge Investment Management, LCC 2.08% Reduce -0.9% 26,905 $14.6M
Nilsine Partners, LLC 1.96% Reduce -0.2% 26,827 $14.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 5.71% Reduce -0.2% 26,936 $14.6M
Schroder Investment Management Group 0.02% Reduce -11.1% 26,737 $14.6M
Orange Investment Advisors, Inc. 1.89% Add +5.8% 30,625 $14.5M
Towercrest Capital Management 2.39% Reduce -1.6% 26,685 $14.5M
Trust Co. of Oklahoma 5.08% Reduce -0.5% 26,596 $14.5M
Bryn Mawr Trust Advisors, LLC 0.80% Add +2.5% 26,584 $14.5M
Naples Money Management LLC 12.31% Add +0.3% 26,463 $14.4M
Bouchey Financial Group, Ltd. 1.37% Reduce -1.1% 26,484 $14.4M
Founders Capital Management, LLC 2.61% Add +3.3% 26,483 $14.4M
Financial Management Professionals, Inc. 1.98% Reduce -3.6% 26,480 $14.4M
PCG Wealth Advisors, LLC 6.25% Add +72.4% 26,421 $14.4M
Ostrum Asset Management 1.25% No change 26,410 $14.4M
Relyea Zuckerberg Hanson LLC 2.41% Add +20.2% 26,377 $14.4M
Syntrinsic LLC 4.76% Add +0.3% 26,329 $14.3M
Oldfather Financial Services, LLC 5.87% Reduce -0.7% 26,300 $14.3M
Ellis Investment Partners, LLC 3.02% Add +12.3% 26,230 $14.3M
Harbour Trust & Investment Management Co 1.70% Add +0.1% 26,228 $14.3M
Rothschild Investment LLC 0.99% Reduce -1.0% 26,216 $14.3M
DeepCurrents Investment Group LLC 24.06% Reduce -76.6% 26,160 $14.2M
Integrity Financial Corp 8.90% Add +1.3% 26,120 $14.2M
Bridgewater Advisors Inc. 1.76% New 26,376 $14.2M
Clarus Wealth Advisors 7.53% Add +6.5% 25,250 $14.2M
Nixon Peabody Trust Co. 1.26% Add +17.9% 26,041 $14.2M
Gridiron Partners, LLC 9.01% Reduce -0.8% 26,000 $14.1M
Atlas Financial Advisors, Inc. 23.39% Reduce -8.8% 25,973 $14.1M
SPX Gestao de Recursos Ltda 2.14% Add +1739.5% 25,881 $14.1M
Hedeker Wealth, LLC 4.07% Reduce -4.6% 25,801 $14.0M
Capital World Investors 0.00% Add +92.1% 25,600 $14.0M
Pathway Financial Advisors LLC 3.75% Reduce -0.2% 25,506 $13.9M
HUB Investment Partners, LLC 0.67% Reduce -7.0% 25,505 $13.9M
SouthState Bank Corp 1.01% Add +2.8% 25,450 $13.9M
RK Capital Management, LLC 14.44% Reduce -52.1% 25,390 $13.8M
Fiducient Advisors LLC 1.91% Add +132.3% 25,365 $13.8M
GEM Asset Management, LLC 8.58% Add +0.1% 25,331 $13.8M
Coldstream Capital Management Inc. 0.34% Reduce -4.3% 25,263 $13.7M
International Assets Investment Management, LLC 1.29% Reduce -2.7% 25,247 $13.7M
Greater Midwest Financial Group, LLC 8.68% New 25,178 $13.7M
Moors & Cabot, Inc. 0.73% Add +0.2% 25,141 $13.7M
Carolinas Wealth Consulting LLC 2.64% Reduce -5.3% 25,107 $13.7M
Strategic Wealth Partners, Ltd. 1.43% Add +7.7% 25,083 $13.7M
Appleton Partners Inc. 1.05% Add +2.6% 25,082 $13.7M
Fifth Lane Capital, LP 30.45% No change 25,000 $13.6M
Torno Capital, LLC 1.44% New 25,000 $13.6M
Virtue Capital Management, LLC 2.33% Add +111.9% 24,496 $13.6M
Kaizen Financial Strategies 8.48% Add +3.6% 25,034 $13.6M
Lazard Asset Management LLC 0.02% Add +8.5% 24,907 $13.6M
Cacti Asset Management LLC 1.07% No change 24,795 $13.5M
Conscious Wealth Investments, LLC 9.73% Add +0.1% 24,460 $13.5M
Harel Insurance Investments & Financial Services Ltd. 0.26% Reduce -14.8% 24,863 $13.5M
Cavalier Investments, LLC 4.17% Add +5.3% 24,879 $13.5M
PFC Capital Group, Inc. 6.77% Add +1.9% 24,851 $13.5M
Bigelow Investment Advisors, LLC 6.45% Reduce -2.3% 24,835 $13.5M
Composition Wealth, LLC 0.33% Add +4.2% 24,773 $13.5M
Custos Family Office, LLC 5.35% Reduce -1.4% 24,601 $13.4M
Smith Chas P & Associates Pa Cpas 0.79% Add +1.6% 24,475 $13.3M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.79% Add +1584.5% 24,475 $13.3M
Mycio Wealth Partners, LLC 3.40% Add +3.3% 24,461 $13.3M
St Germain D J Co. Inc. 0.64% Reduce -1.4% 24,428 $13.3M
First Foundation Advisors 0.51% Reduce -2.1% 24,368 $13.3M
G&S Capital LLC 5.73% Add +0.2% 23,463 $13.2M
Wintrust Investments LLC 1.07% Add +6.4% 24,161 $13.1M
Aaron Wealth Advisors LLC 1.82% Add +0.6% 24,156 $13.1M
Prudential PLC 0.09% Reduce -15.2% 24,095 $13.1M
Nadler Financial Group, Inc. 1.54% Add +2.1% 24,070 $13.1M
Bell Bank 1.10% Add +17.6% 24,069 $13.1M
Camarda Financial Advisors, LLC 5.13% Add +2.4% 24,010 $13.1M
Prosperity Consulting Group, LLC 1.77% Reduce -4.1% 23,956 $13.0M
Inspire Trust Co, N.A. 4.30% Add +215.1% 23,936 $13.0M
Schnieders Capital Management LLC 2.65% Reduce -2.5% 23,923 $13.0M
Atlas Private Wealth Advisors 2.11% Add +78.6% 23,868 $13.0M
Ethos Financial Group, LLC 2.30% Add +605.7% 23,761 $13.0M
Florida Trust Wealth Management Co 0.44% Reduce -10.5% 23,836 $13.0M
Peterson Wealth Management 8.00% Add +6.6% 23,796 $13.0M
First Washington CORP 4.79% Add +1.2% 23,785 $12.9M
One Capital Management, LLC 0.44% Add +34.4% 23,782 $12.9M
Great Lakes Advisors, LLC 0.11% Add +34.7% 23,758 $12.9M
Agf Management Ltd. 0.07% Reduce -6.7% 23,717 $12.9M
Ami Investment Management Inc. 4.50% Reduce -0.2% 23,687 $12.9M
Heritage Trust Co 1.70% Reduce -0.1% 23,678 $12.9M
Corundum Group, Inc. 5.03% Add +82.2% 23,663 $12.9M
Twin Focus Capital Partners, LLC 2.06% Reduce -4.1% 23,661 $12.9M
Childress Capital Advisors, LLC 3.62% Add +0.0% 23,629 $12.9M
Accredited Investors Inc. 0.80% Add +0.2% 23,602 $12.8M
Kowal Investment Group, LLC 2.56% Reduce -1.2% 23,527 $12.8M
Bristlecone Advisors, LLC 1.08% Reduce -1.6% 23,351 $12.7M
Coastline Trust Co 1.48% Reduce -0.3% 23,302 $12.7M
Walleye Capital LLC 0.15% Reduce -94.3% 23,257 $12.7M
Texas Yale Capital Corp. 0.60% Add +0.6% 23,211 $12.6M
Pacific Center for Financial Services 3.53% Add +1.8% 23,117 $12.6M
Accent Capital Management, LLC 7.71% New 23,071 $12.6M
K.J. Harrison & Partners Inc 2.06% Add +2.3% 23,011 $12.5M
Monetta Financial Services Inc. 10.83% Reduce -11.5% 23,000 $12.5M
Optimum Investment Advisors 5.61% Add +1.7% 22,986 $12.5M
Patten & Patten Inc. 0.87% Reduce -2.3% 22,981 $12.5M
Gerber Kawasaki Wealth & Investment Management 0.63% Add +3.9% 22,950 $12.5M
Berkshire Asset Management LLC 0.62% Add +19.8% 22,766 $12.4M
Evanson Asset Management, LLC 0.91% Add +0.4% 22,732 $12.4M
West Branch Capital LLC 4.59% Reduce -0.8% 22,728 $12.4M
Moneco Advisors, LLC 1.81% Reduce -1.3% 22,644 $12.3M
Milestone Asset Management, LLC 3.08% Reduce -4.9% 22,621 $12.3M
Morton Brown Family Wealth, LLC 4.85% Reduce -2.8% 22,253 $12.3M
E&G Advisors, LLC 3.61% Add +15.9% 22,562 $12.3M
Sfmg, LLC 1.07% Add +0.2% 22,560 $12.3M
Ayalon Insurance Comp Ltd. 4.04% Reduce 0.0% 22,496 $12.3M
Laurel Wealth Advisors LLC 2.14% Reduce -0.6% 22,467 $12.2M
Howard Financial Services, LTD. 2.00% Reduce -3.3% 22,438 $12.2M
LVM Capital Management Ltd. 1.39% Add +0.7% 22,427 $12.2M
Gries Financial LLC 2.51% Reduce -7.3% 22,420 $12.2M
Apriem Advisors 1.49% Add +162.2% 22,413 $12.2M
Montecito Bank & Trust 2.47% Reduce -1.2% 22,292 $12.1M
Nations Financial Group Inc, /Ia/ 0.99% Reduce -0.9% 22,277 $12.1M
Mayflower Financial Advisors, LLC 1.99% Reduce -0.2% 22,267 $12.1M
Okabena Investment Services Inc. 3.83% No change 22,208 $12.1M
Level Four Advisory Services, LLC 0.54% Reduce -14.7% 22,160 $12.1M
Relative Value Partners Group, LLC 1.57% Add +23.6% 22,147 $12.1M
Lake Street Private Wealth, LLC 1.57% Add +3.9% 22,147 $12.1M
Steel Grove Capital Advisors, LLC 1.66% Add +763.3% 22,100 $12.0M
Forefront Analytics, LLC 5.70% Add +0.3% 21,893 $11.9M
Good Life Advisors, LLC 0.98% Add +9.0% 21,868 $11.9M
Nicolet Bankshares Inc. 2.50% Reduce -2.9% 21,858 $11.9M
Balboa Wealth Partners 3.14% Reduce -4.7% 21,794 $11.9M
Retireful, LLC 5.57% Reduce -56.7% 21,768 $11.8M
J. Safra Sarasin Holding AG 0.22% — 21,733 $11.8M
Sax Wealth Advisors, LLC 1.13% Add +4.9% 21,702 $11.8M
Ascension Capital Advisors, Inc. 6.27% Reduce -49.2% 21,678 $11.8M
Stordahl Capital Management, Inc. 2.95% Reduce -8.2% 21,654 $11.8M
Edge Financial Advisors LLC 12.18% Reduce -16.8% 21,818 $11.8M
BOS Asset Management, LLC 5.44% Add +10.4% 21,545 $11.7M
Guardian Wealth Advisors, LLC / NC 1.36% Reduce -5.2% 21,299 $11.6M
Moody LYNN Lieberson & Walker, LLC 0.76% Reduce -0.5% 21,274 $11.6M
Magnus Financial Group LLC 1.30% Add +20.7% 21,263 $11.6M
Intrust Bank NA 1.23% Reduce -0.3% 21,258 $11.6M
Lyell Wealth Management, LP 1.10% Add +29.0% 21,218 $11.5M
Comprehensive Financial Management LLC 0.41% No change 21,142 $11.5M
Lowe Brockenbrough & Co. Inc. 0.77% Add +0.1% 21,134 $11.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.35% Add +3.4% 21,189 $11.5M
EWG Elevate Inc. 4.21% Reduce -1.0% 21,163 $11.5M
Northern Financial Advisors Inc 9.23% Reduce -6.9% 21,159 $11.5M
Zurich Insurance Group Ltd 0.10% Add +14.7% 22,189 $11.5M
West Paces Advisors Inc. 3.00% Add +4.6% 21,116 $11.5M
L.M. Kohn & Company 3.11% Add +9.3% 21,113 $11.5M
McLean Asset Management Corp 3.71% Reduce -0.0% 20,425 $11.5M
Advisor OS, LLC 1.26% Add +5.3% 21,063 $11.5M
LWM Advisory Services, LLC 9.62% Reduce -1.6% 21,046 $11.5M
Badgley Phelps Wealth Managers, LLC 0.28% Add +69.9% 20,948 $11.4M
Epic Trust Investment Advisors, LLC 12.55% Add +15.7% 20,943 $11.4M
Titleist Asset Management, LLC 1.73% Add +0.7% 20,933 $11.4M
Navis Wealth Advisors, LLC 13.06% Add +0.1% 20,925 $11.4M
Allen Mooney & Barnes Investment Advisors LLC 2.03% Reduce -2.8% 20,841 $11.3M
Traction Financial Partners, LLC 8.25% Add +9.6% 20,488 $11.3M
Phoenix Financial Ltd. 0.17% Reduce -1.4% 20,798 $11.3M
Marquette Associates, Inc. 8.52% Add +0.0% 20,760 $11.3M
Luken Investment Analytics, LLC 5.67% Reduce -20.3% 20,717 $11.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.34% Add +7.4% 20,701 $11.3M
Hillcrest Wealth Advisors - NY, LLC 6.05% Reduce -3.3% 20,660 $11.2M
Public Sector Pension Investment Board 0.07% Reduce -78.7% 20,615 $11.2M
Marco Investment Management LLC 1.03% Add +0.7% 20,584 $11.2M
Tandem Wealth Advisors LLC 6.00% Reduce -0.2% 20,579 $11.2M
Manning & Napier Advisors LLC 0.13% — 20,574 $11.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.24% Add +0.3% 20,568 $11.2M
Compass Ion Advisors, LLC 1.59% Add +1.3% 21,316 $11.1M
Family Capital Management, Inc. 7.60% Add +1.9% 20,480 $11.1M
Perennial Investment Advisors, LLC 1.59% Add +15.6% 20,454 $11.1M
Vident Advisory, LLC 0.31% New 20,449 $11.1M
Cypress Capital Group 1.33% Reduce -0.3% 20,439 $11.1M
Sowa Financial Group, Inc. 8.40% Reduce -15.5% 20,388 $11.1M
Roman Butler Fullerton & Co. 3.58% Reduce -6.0% 19,672 $11.0M
Global Financial Private Client, LLC 4.62% Reduce -4.6% 20,284 $11.0M
Tsfg, LLC 2.57% Add +1.3% 20,210 $11.0M
AdvisorNet Financial, Inc 0.99% Add +0.7% 20,089 $10.9M
First Citizens Bank & Trust Co. 0.21% Add +4.1% 20,052 $10.9M
Cordant, Inc. 6.10% Reduce -0.8% 20,051 $10.9M
Sage Capital Advisors,llc 3.13% Reduce -8.6% 20,024 $10.9M
Ally Financial Inc. 1.35% New 20,000 $10.9M
Jacobs Levy Equity Management, Inc. 0.04% New 20,000 $10.9M
Schrum Private Wealth Management LLC 9.81% Add +0.4% 19,982 $10.9M
Royal Fund Management, LLC 1.46% Reduce -1.3% 19,919 $10.8M
Quent Capital, LLC 1.18% Reduce -5.5% 19,745 $10.7M
First Merchants Corp. 0.43% Reduce -0.6% 19,695 $10.7M
Prism Advisors, Inc. 3.24% Reduce -4.8% 19,644 $10.7M
US Financial Advisors, LLC 3.58% Reduce -4.6% 19,616 $10.7M
New Wave Wealth Advisors LLC 5.73% — 19,613 $10.7M
Boxwood Ventures, Inc. 17.14% Reduce -0.0% 19,549 $10.7M
UMB Bank, n.a. 0.17% Reduce -13.1% 19,600 $10.7M
Clark Financial Services Group Inc. 11.25% Add +4726.6% 19,596 $10.7M
St. Johns Investment Management Company, LLC 5.04% Add +4.7% 19,525 $10.6M
Paulson Wealth Management Inc. 3.10% Reduce -8.7% 19,514 $10.6M
Highview Capital Management LLC 4.41% Reduce -8.3% 19,483 $10.6M
Foresight Capital Management Advisors, Inc. 7.19% Add +6.4% 19,473 $10.6M
Union Savings Bank 5.54% Reduce -0.4% 19,388 $10.6M
Financial Guidance Group, Inc. 6.48% Add +10.3% 19,383 $10.5M
KG Capital Management 3.65% Add +1.3% 19,378 $10.5M
MassMutual Private Wealth & Trust, FSB 0.32% Add +52.5% 19,353 $10.5M
Rothschild Wealth LLC 3.42% Reduce -0.3% 19,334 $10.5M
CX Institutional 0.49% Reduce -3.4% 19,320 $10.5M
MinichMacGregor Wealth Management, LLC 2.56% Reduce -0.7% 19,278 $10.5M
Ancora Advisors LLC 0.26% Reduce -3.2% 19,277 $10.5M
Destination Wealth Management 0.35% Reduce -2.6% 19,275 $10.5M
Successful Portfolios LLC 7.31% Reduce -12.9% 19,217 $10.5M
Planning Alternatives Ltd. 1.69% Reduce -8.3% 19,204 $10.5M
Deltec Asset Management LLC 2.00% Reduce -9.9% 19,203 $10.5M
Quintet Private Bank (Europe) S.A. 0.60% Add +0.4% 16,609 $10.4M
Insight Advisors, LLC/ PA 1.90% Add +69.8% 19,104 $10.4M
Quadcap Wealth Management, LLC 1.87% Add +3.7% 19,047 $10.4M
Wealth Dimensions Group, Ltd. 2.95% Reduce -0.3% 19,000 $10.3M
Oxler Private Wealth LLC 3.81% Add +0.3% 18,935 $10.3M
BluePointe Capital Management, LLC 6.89% Reduce -6.1% 18,818 $10.3M
Aveo Capital Partners, LLC 1.16% Add +65.7% 18,858 $10.3M
Principal Securities, Inc. 0.28% Add +6.0% 18,850 $10.3M
MidAtlantic Capital Management, Inc. 8.60% Reduce -1.2% 18,833 $10.2M
JTC Employer Solutions Trustee Ltd 0.68% No change 18,739 $10.2M
Canopy Partners, LLC 4.73% No change 18,732 $10.2M
TFO Wealth Partners, LLC 1.99% No change 18,732 $10.2M
Van Hulzen Asset Management, LLC 0.68% Add +2.3% 18,681 $10.2M
MorganRosel Wealth Management, LLC 3.59% Reduce -0.3% 18,671 $10.2M
Sheaff Brock Investment Advisors, LLC 0.94% Add +2.7% 18,653 $10.2M
Weil Company, Inc. 3.70% Reduce -0.8% 18,651 $10.2M
Frazier Financial Advisors, LLC 8.03% Add +0.5% 18,598 $10.1M
Shapiro Capital Management LLC 0.30% Add +6.3% 18,598 $10.1M
Qalhat Capital Ltd 5.54% No change 18,585 $10.1M
ORBA Wealth Advisors, L.L.C. 5.23% Add +22.6% 18,582 $10.1M
Avantax Planning Partners, Inc. 0.32% Reduce -2.5% 18,538 $10.1M
Atlas Capital Advisors Inc. 1.31% Reduce -4.9% 18,422 $10.0M
GAMCO Investors 0.11% No change 18,410 $10.0M
Grandview Asset Management LLC 5.84% Add +3.4% 18,321 $10.0M
Centiva Capital, LP 0.49% Add +1130.5% 18,310 $10.0M
Exencial Wealth Advisors, LLC 0.38% Reduce -23.1% 18,303 $10.0M
NORTHSTAR ASSET MANAGEMENT Co 2.41% Reduce -1.3% 18,268 $9.9M
JFS Wealth Advisors, LLC 0.78% Add +0.2% 18,261 $9.9M
Godsey & Gibb, Inc. 1.02% Reduce -7.8% 18,101 $9.9M
Mission Creek Capital Partners, Inc. 2.47% Reduce -1.3% 18,023 $9.8M
Grove Bank & Trust 1.57% Reduce -1.1% 17,983 $9.8M
KFG Wealth Management, LLC 3.88% Add +0.0% 17,972 $9.8M
Ameritas Investment Partners, Inc. 0.34% Reduce -19.9% 17,967 $9.8M
Larson Financial Group LLC 0.67% Add +23.0% 17,955 $9.8M
RMR Wealth Builders 1.12% Reduce -1.7% 17,941 $9.8M
Innova Wealth Partners 6.97% Add +106.7% 17,902 $9.7M
Icon Wealth Advisors, LLC 0.86% Reduce -35.1% 17,653 $9.7M
IronBridge Private Wealth, LLC 3.63% Add +3.5% 17,830 $9.7M
Eagle Strategies LLC 1.86% Reduce -9.8% 17,829 $9.7M
GenWealth Group, Inc. 2.38% Reduce -1.0% 17,770 $9.7M
J. W. Coons Advisors, LLC 1.81% Reduce -0.5% 17,747 $9.7M
Aristides Capital LLC 4.03% No change 17,732 $9.7M
Avestar Capital, LLC 1.07% Reduce -11.9% 17,712 $9.6M
GPS Wealth Strategies Group, LLC 1.44% Reduce -6.3% 17,616 $9.6M
Catalyst Financial Partners LLC 2.11% Add +1.9% 17,610 $9.6M
Citizens Business Bank 2.03% Reduce -2.9% 17,609 $9.6M
Flagship Harbor Advisors, LLC 0.58% Add +9.2% 17,598 $9.6M
Lansing Street Advisors 3.96% Add +1.4% 17,441 $9.5M
Vista Investment Partners LLC 3.17% Reduce -4.4% 17,415 $9.5M
Pittenger & Anderson Inc. 0.39% Add +5.9% 17,413 $9.5M
WCG Wealth Advisors LLC 0.70% Add +24.1% 17,381 $9.5M
Victory Capital Management Inc. 0.01% Reduce -2.3% 17,329 $9.4M
Cornell Pochily Investment Advisors, Inc. 3.58% Reduce -0.4% 17,322 $9.4M
Ellenbecker Investment Group 1.90% Add +3.3% 17,293 $9.4M
Pinnacle Financial Group, LLC / IL 4.02% Reduce -1.2% 17,251 $9.4M
Community Bank, N.A. 1.23% Reduce -2.9% 17,187 $9.4M
Winthrop Capital Management, LLC 4.67% Reduce -2.2% 17,134 $9.3M
Courier Capital LLC 0.74% Reduce -6.2% 17,071 $9.3M
Addison Capital Co 4.02% Add +69.0% 17,036 $9.3M
Sanders Morris Harris LLC 1.52% Add +308.1% 17,017 $9.3M
Aries Wealth Management 2.92% Add +1.7% 17,011 $9.3M
Arlington Trust Co LLC 2.18% Add +0.9% 16,990 $9.2M
Biltmore Family Office, LLC 1.70% Add +3.5% 16,907 $9.2M
Asset Management One Co., Ltd. 0.04% Reduce -19.5% 16,950 $9.2M
Paragon Capital Management Ltd 1.69% Add +0.6% 16,942 $9.2M
Bienville Capital Management, LLC 2.21% Add +4.0% 16,883 $9.2M
BlueChip Wealth Advisors LLC 5.43% Reduce -0.7% 16,929 $9.2M
Wedmont Private Capital 0.58% Add +16.3% 16,432 $9.2M
Clifford Swan Investment Counsel LLC 0.34% Add +0.3% 16,859 $9.2M
Principle Wealth Partners LLC 0.69% Reduce -3.9% 16,737 $9.1M
Zevin Asset Management LLC 1.47% Add +3.9% 16,711 $9.1M
SeaCrest Wealth Management, LLC 1.03% Add +2.1% 16,683 $9.1M
Bedel Financial Consulting, Inc. 1.33% Add +0.5% 16,647 $9.1M
Calton & Associates, Inc. 4.53% Add +0.1% 16,620 $9.0M
Sandbox Financial Partners, LLC 3.46% Add +9.9% 16,573 $9.0M
Chatham Capital Group, Inc. 1.57% Reduce -0.9% 16,568 $9.0M
LMG Wealth Partners, LLC 2.25% Add +0.1% 16,568 $9.0M
Lionsbridge Wealth Management LLC 7.22% Add +27.8% 16,566 $9.0M
Boothe Investment Group, Inc. 4.17% Reduce -4.6% 16,509 $9.0M
Fayez Sarofim & Co 0.02% Add +101.7% 16,498 $9.0M
Next Level Private LLC 4.11% Add +0.1% 16,494 $9.0M
Horizon Wealth Management, LLC 2.13% Add +10.3% 16,454 $9.0M
Zhang Financial LLC 0.63% Add +15.9% 16,435 $8.9M
Sigma Investment Counselors Inc. 0.56% Add +0.0% 16,399 $8.9M
AlphaMark Advisors, LLC 3.10% Reduce -13.2% 16,397 $8.9M
Advisory Alpha, LLC 0.35% Reduce -12.9% 16,265 $8.9M
Baker Avenue Asset Management, LP 0.30% Add +6.8% 16,237 $8.8M
Codex Capital Asset Management L.L.C. 4.04% — 16,220 $8.8M
Keeley-Teton Advisors, LLC 1.13% Reduce -21.9% 16,202 $8.8M
E Fund Management Co., Ltd. 0.49% Add +31.7% 16,145 $8.8M
E Fund Management (Hong Kong) Co., Ltd. 5.38% Add +31.7% 16,145 $8.8M
CGN Advisors LLC 1.02% Add +9.6% 16,120 $8.8M
NBT Bank, N.A. 0.63% Reduce -0.3% 16,116 $8.8M
Strategic Family Wealth Counselors, L.L.C. 3.33% Add +0.4% 16,089 $8.8M
CFM Wealth Partners LLC 1.61% Add +32.8% 16,066 $8.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.08% Add +12.1% 15,472 $8.7M
Caerus Investment Advisors, LLC 8.53% Reduce -8.6% 16,028 $8.7M
Ramiah Investment Group 8.46% Reduce -1.4% 15,922 $8.7M
1832 Asset Management L.P. 0.02% New 15,880 $8.6M
Banque Cantonale Vaudoise 0.34% Reduce -16.9% 15,824 $8.6M
Ullmann Wealth Partners Group, LLC 1.23% Add +5.1% 15,793 $8.6M
Performance Wealth Partners, LLC 0.31% Reduce -2.5% 15,653 $8.5M
Legacy Edge Advisors, LLC 1.57% Add +12.5% 15,645 $8.5M
Wealth Alliance, LLC 1.10% Reduce -1.8% 15,618 $8.5M
Van Cleef Asset Management,Inc 1.06% Reduce -0.5% 15,576 $8.5M
LMCG Investments, LLC 0.49% Add +232.9% 15,516 $8.4M
Alpine Woods Capital Investors, LLC 1.30% New 15,500 $8.4M
Linscomb Wealth, Inc. 0.44% Reduce -1.0% 15,473 $8.4M
Peregrine Asset Advisers, Inc. 3.32% Add +77.7% 15,459 $8.4M
Peak Asset Management, LLC 1.64% Reduce -1.4% 15,417 $8.4M
Perritt Capital Management Inc 4.55% Add +1.1% 15,323 $8.3M
Waterloo Capital, L.P. 1.00% Reduce -11.9% 15,314 $8.3M
&partners 0.36% Add +28.5% 15,540 $8.3M
Money Concepts Capital Corp. 0.70% Add +0.5% 15,310 $8.3M
Parkside Financial Bank & Trust 1.31% Add +3.1% 15,268 $8.3M
Summit Wealth Partners, LLC 1.72% Reduce -0.8% 15,217 $8.3M
Global Strategic Investment Solutions, LLC 1.00% Reduce -5.5% 15,140 $8.2M
Smith & Howard Wealth Management, LLC 2.44% Add +3.4% 15,039 $8.2M
Epacria Capital Partners, LLC 6.03% No change 15,000 $8.2M
Point72 Asset Management 0.03% Reduce -88.9% 15,000 $8.2M
Capital Advisors Wealth Management, LLC 1.61% Add +4.1% 14,981 $8.2M
Goelzer Investment Management, Inc. 0.46% Reduce -45.5% 14,973 $8.1M
Debussy Capital Management LP 2.31% Add +0.1% 14,914 $8.1M
RB Capital Management, LLC 2.17% Reduce -0.5% 14,894 $8.1M
Trek Financial, LLC 0.64% Reduce -6.9% 14,843 $8.1M
Concorde Asset Management, LLC 4.97% Add +1.9% 14,823 $8.1M
Bensler, LLC 1.09% Add +2.6% 14,822 $8.1M
Forum Financial Management, LP 0.15% Reduce -1.0% 14,795 $8.1M
Sound View Wealth Advisors Group, LLC 0.83% Add +1.7% 14,794 $8.1M
Plum Street Advisors, LLC 4.68% Reduce -0.4% 14,753 $8.0M
Sage Capital Management, LLC 4.21% Add +0.1% 14,724 $8.0M
Focus Partners Advisor Solutions, LLC 0.21% Add +0.6% 14,648 $8.0M
Concourse Financial Group Securities, Inc. 0.50% Add +8.5% 14,585 $8.0M
WBH Advisory Inc. 0.81% Reduce -3.1% 14,632 $8.0M
BTC Capital Management, Inc. 0.74% No change 14,627 $8.0M
Quattro Financial Advisors LLC 2.08% Reduce -0.3% 14,622 $8.0M
waypoint wealth counsel 6.07% Reduce -2.0% 14,582 $7.9M
Westmount Partners, LLC 2.61% Reduce -6.1% 14,518 $7.9M
Triumph Capital Management 3.09% Add +5.6% 14,491 $7.9M
FWG Holdings, LLC 3.96% Add +0.5% 14,253 $7.9M
Lowery Thomas, LLC 5.74% Reduce -0.9% 14,462 $7.9M
Erste Asset Management GmbH 0.10% Reduce -16.2% 14,410 $7.8M
Keystone Wealth Services, LLC 2.44% Reduce -1.1% 14,401 $7.8M
Coppell Advisory Solutions LLC 1.29% — 14,367 $7.8M
Brightwater Advisory LLC 6.04% Reduce -2.7% 14,358 $7.8M
Summit Wealth & Retirement Planning, Inc. 2.66% Reduce -1.8% 14,340 $7.8M
Ignite Planners, LLC 1.90% Reduce -0.7% 14,061 $7.8M
ZWJ Investment Counsel Inc. 0.34% Add +4.9% 14,276 $7.8M
Collective Family Office LLC 2.28% Reduce -1.1% 14,263 $7.8M
Smart Money Group LLC 2.77% Reduce -5.1% 14,084 $7.8M
Red Cedar Investment Management, LLC 1.06% Reduce -13.2% 14,250 $7.8M
Washington Capital Management, Inc. 6.57% Reduce -2.4% 14,236 $7.7M
Spectrum Strategic Capital Management, LLC 5.67% Reduce -2.8% 14,234 $7.7M
Castle Rock Wealth Management, LLC 1.93% Reduce -0.1% 14,177 $7.7M
Capital Wealth Management, LLC 3.53% Add +6.0% 14,148 $7.7M
Quadrant Private Wealth Management, LLC 1.77% Reduce -5.0% 14,092 $7.7M
Washington Trust Advisors, Inc. 0.71% Reduce -5.2% 14,116 $7.7M
Carrhae Capital LLP 1.26% New 14,095 $7.7M
Rappaport Reiches Capital Management, LLC 2.26% Add +25.8% 14,076 $7.7M
Nelson Capital Management, LLC 1.36% Add +6.4% 14,055 $7.6M
CRA Financial Services, LLC 1.54% Add +5.2% 14,032 $7.6M
Peddock Capital Advisors, LLC 1.96% Add +0.1% 14,007 $7.6M
Fullerton Fund Management Co Ltd. 0.34% Reduce -2.8% 13,976 $7.6M
Nicolet Advisory Services, LLC 0.73% Add +5.1% 13,520 $7.6M
First American Bank 0.57% Reduce -0.1% 13,932 $7.6M
Pettinga Financial Advisors LLC 1.89% Add +8.5% 13,886 $7.6M
Iowa State Bank 1.67% Reduce -0.6% 13,877 $7.6M
Enterprise Bank & Trust Co 2.56% Reduce -0.3% 13,792 $7.5M
Colorado Capital Management, Inc. 4.18% Reduce -0.6% 13,784 $7.5M
Davies Financial Advisors, Inc. 6.98% Add +3.2% 13,737 $7.5M
First National Bank of Omaha 0.49% Reduce -28.9% 13,716 $7.5M
Columbia Asset Management 1.39% Reduce -7.3% 13,699 $7.5M
Bulltick Wealth Management, LLC 2.09% Reduce -2.7% 13,641 $7.4M
Omnia Family Wealth, LLC 3.14% Add +135.8% 13,607 $7.4M
FAS Wealth Partners, Inc. 0.64% Add +4.0% 13,623 $7.4M
Oxinas Partners, LLC 4.92% Reduce -0.1% 13,593 $7.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.23% Add +1.5% 13,571 $7.4M
Cannell & Spears LLC 0.15% Reduce -1.5% 13,501 $7.3M
Nvest Financial, LLC 4.52% Reduce -9.6% 13,498 $7.3M
Beach Investment Counsel Inc. 0.90% No change 13,410 $7.3M
Autumn Glory Partners, LLC 3.72% Reduce -4.7% 13,380 $7.3M
Waypoint Capital Advisors, LLC 1.82% Add +0.0% 13,356 $7.3M
Patten Group, Inc. 1.71% Reduce -1.2% 13,352 $7.3M
Abner Herrman & Brock LLC 0.92% Reduce -3.9% 13,342 $7.3M
Sage Mountain Advisors LLC 0.67% Add +5.7% 13,334 $7.3M
RFG Advisory, LLC 0.24% Add +8.1% 13,295 $7.2M
New Century Financial Group, LLC 3.07% Add +518.8% 13,291 $7.2M
IRON Financial LLC 4.05% Reduce -0.1% 13,272 $7.2M
James J. Burns & Company, LLC 1.42% Add +1087.0% 13,259 $7.2M
CMG Global Holdings, LLC 4.77% Add +0.4% 13,251 $7.2M
XY Capital Ltd 8.20% Reduce -35.6% 13,229 $7.2M
Blue Trust, Inc. 0.10% Add +0.1% 13,730 $7.2M
ICA Group Wealth Management, LLC 4.31% Reduce -31.5% 13,190 $7.2M
Calamos Advisors LLC 0.05% Add +3.1% 13,171 $7.2M
Pallas Capital Advisors LLC 0.32% Reduce -0.1% 12,962 $7.2M
First City Capital Management, Inc. 4.01% Add +9.1% 13,124 $7.1M
Aspire Capital Advisors LLC 2.34% Add +0.5% 13,119 $7.1M
Adero Partners, LLC 0.52% Reduce -0.6% 13,038 $7.1M
Veracity Capital LLC 2.95% Reduce -3.5% 12,982 $7.1M
Bank of New Hampshire 1.83% Reduce -1.5% 12,959 $7.1M
Empirical Asset Management, LLC 2.65% Add +157.5% 12,959 $7.1M
Rockingstone Advisors LLC 3.62% Reduce -0.1% 12,954 $7.0M
Obermeyer Wealth Partners 0.40% Add +2.3% 12,925 $7.0M
Dohj, LLC 1.76% Add +6.9% 12,925 $7.0M
Solano Wealth Management, Inc. 3.84% Reduce -7.2% 12,894 $7.0M
Market Street Wealth Management Advisors LLC 1.20% Reduce -0.9% 12,875 $7.0M
Sitrin Capital Management LLC 3.72% Add +1.7% 12,856 $7.0M
Oliver Luxxe Assets LLC 1.48% Reduce -2.7% 12,848 $7.0M
Audent Global Asset Management, LLC 7.28% Reduce -1.6% 12,846 $7.0M
Meritage Portfolio Management 0.44% Add +1.3% 12,834 $7.0M
Grey Ledge Advisors, LLC 1.90% Add +0.6% 12,811 $7.0M
Element Wealth, LLC 3.91% Add +1.8% 12,777 $7.0M
Cyndeo Wealth Partners, LLC 0.54% Reduce -3.2% 12,735 $6.9M
Hoese & Co LLP 6.04% Reduce -19.7% 13,121 $6.9M
Norden Group LLC 1.40% Add +13.7% 12,707 $6.9M
Estate Counselors, LLC 0.76% Reduce -8.6% 12,688 $6.9M
Clear Creek Financial Management, LLC 0.84% Reduce -0.4% 12,666 $6.9M
Glassman Wealth Services 1.26% Reduce -0.5% 12,601 $6.9M
Operose Advisors LLC 2.42% Add +0.9% 12,572 $6.8M
Legacy PCG, LLC 4.29% Reduce -4.1% 12,555 $6.8M
Raleigh Capital Management Inc. 2.91% Reduce -22.7% 12,542 $6.8M
Iams Wealth Management, LLC 3.73% Add +236.5% 12,507 $6.8M
Savoie Capital LLC 0.88% No change 12,503 $6.8M
Scoggin Management LP 4.55% New 12,500 $6.8M
DBK Financial Counsel, LLC 7.32% Reduce -0.4% 12,339 $6.7M
MGB Wealth Management, LLC 2.51% Add +3.4% 12,009 $6.7M
Bar Harbor Wealth Management 0.45% Add +2.3% 12,310 $6.7M
QRG Capital Management, Inc. 0.08% Add +8.9% 12,290 $6.7M
Peoples Bank 3.46% Reduce -8.0% 12,239 $6.7M
Port Capital LLC 0.33% Reduce -0.7% 12,220 $6.7M
Roger Wittlin Investment Advisory, LLC 4.27% Add +130.4% 12,213 $6.6M
Cliffwater LLC 1.42% No change 12,204 $6.6M
Moneywise, Inc. 3.52% Add +52.1% 12,199 $6.6M
Carret Asset Management, LLC 0.77% Reduce -4.7% 12,181 $6.6M
Motiv8 Investments LLC 4.92% Reduce -7.4% 12,159 $6.6M
EverSource Wealth Advisors, LLC 0.44% Add +5.9% 12,018 $6.6M
Sunbelt Securities, Inc. 0.68% Reduce -0.7% 12,161 $6.6M
REDW Wealth LLC 1.73% Add +1.8% 12,150 $6.6M
Great Diamond Partners, LLC 1.55% Reduce -1.4% 12,147 $6.6M
JFG Wealth Management, LLC 1.88% Add +27.8% 12,137 $6.6M
Invenio Wealth Partners LLC 3.27% Reduce -0.3% 12,131 $6.6M
Canoe Financial LP 0.12% Reduce -13.2% 13,395 $6.6M
Cozad Asset Management Inc. 0.66% Add +2.4% 12,081 $6.6M
Voya Investment Management LLC 0.01% Reduce -3.8% 12,061 $6.6M
HTLF Bank 0.75% Add +7.0% 12,058 $6.6M
Harbor Investment Advisory, LLC 0.68% Add +30.3% 12,054 $6.6M
Farmers & Merchants Investments Inc. 0.22% Add +0.8% 12,044 $6.6M
Second Half Financial Partners, LLC 5.23% Add +10.1% 11,998 $6.5M
Florida Financial Advisors, LLC 3.91% Add +5.0% 11,988 $6.5M
Boston Mountain Money Management Inc. 4.30% No change 11,984 $6.5M
Vishria Bird Financial Group, LLC 2.73% Add +0.0% 11,953 $6.5M
Old North State Trust, LLC 5.61% Reduce -0.9% 11,936 $6.5M
Avity Investment Management Inc. 0.52% Reduce -2.6% 11,930 $6.5M
West Bancorporation Inc. 4.80% Reduce -1.9% 11,922 $6.5M
Creative Financial Designs Inc. 0.58% Add +6.7% 11,919 $6.5M
Regent Peak Wealth Advisors LLC 1.48% Reduce -17.4% 11,911 $6.5M
Mount Capital Ltd 2.60% Reduce -50.6% 11,900 $6.5M
TTP Investments, Inc. 2.43% Reduce -32.5% 11,896 $6.5M
Walkner Condon Financial Advisors LLC 1.40% Reduce -0.2% 11,955 $6.5M
Smithfield Trust Co 0.34% Reduce -18.5% 11,871 $6.5M
Ashford Capital Management Inc. 0.87% Reduce -8.6% 11,862 $6.5M
Cornerstone Advisors Asset Management, LLC 1.82% Reduce -3.8% 11,822 $6.4M
Apella Capital, LLC 0.29% Add +33.6% 11,572 $6.4M
Gratus Wealth Advisors, LLC 1.11% No change 11,713 $6.4M
CIC Wealth, LLC 1.77% Add +11.2% 11,806 $6.4M
World Equity Group, Inc. 1.91% Reduce -3.9% 11,738 $6.4M
Latitude Advisors, LLC 3.90% Reduce -2.9% 11,736 $6.4M
Strategy Asset Managers LLC 1.41% Add +11.7% 14,333 $6.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.70% Reduce -26.0% 11,674 $6.4M
Valmark Advisers, Inc. 0.11% Add +16.6% 11,662 $6.3M
Schorn Wealth LLC 2.27% Add +0.7% 11,661 $6.3M
Krilogy Financial LLC 0.47% Reduce -6.8% 11,655 $6.3M
HBK Sorce Advisory LLC 0.22% Reduce -22.2% 11,626 $6.3M
SageView Advisory Group, LLC 0.39% New 11,593 $6.3M
Cary Street Partners Asset Management LLC 0.92% Reduce -0.2% 11,566 $6.3M
Venturi Wealth Management, LLC 0.37% Add +0.9% 11,564 $6.3M
Guardian Capital Advisors LP 0.67% Reduce -4.7% 11,210 $6.3M
Fortitude Advisory Group L.L.C. 3.76% Add +0.2% 11,561 $6.3M
Private Ocean, LLC 0.55% Add +22.1% 11,522 $6.3M
Coho Partners, Ltd. 0.22% New 11,453 $6.2M
WestEnd Advisors, LLC 0.16% Add +134.6% 11,452 $6.2M
Private Client Services, LLC 3.91% Reduce -8.3% 11,450 $6.2M
Private Portfolio Partners LLC 5.07% Reduce -0.3% 11,443 $6.2M
Armbruster Capital Management, Inc. 1.29% Add +0.0% 11,410 $6.2M
Tilson Financial Group, Inc. 6.26% Reduce -16.0% 11,390 $6.2M
Etesian Wealth Advisors, Inc. 3.48% Add +3.0% 11,377 $6.2M
Trust Co. of Vermont 0.34% Add +1.1% 11,358 $6.2M
JDM Financial Group LLC 4.17% Reduce -0.1% 11,333 $6.2M
Cypress Wealth Services, LLC 1.37% Reduce -14.9% 11,323 $6.2M
Sierra Capital LLC 0.82% Add +0.1% 11,294 $6.1M
TL Private Wealth 2.78% Reduce -1.8% 10,879 $6.1M
Kolinsky Wealth Management, LLC 4.40% Reduce -9.0% 11,290 $6.1M
X-Square Capital, LLC 2.22% Reduce -8.9% 11,289 $6.1M
Ellevest, Inc. 0.37% Reduce -0.1% 11,243 $6.1M
Ferguson Wellman Capital Management, Inc. 0.12% Reduce -2.0% 11,231 $6.1M
Amplius Wealth Advisors, LLC 0.68% Reduce -0.5% 11,227 $6.1M
Stephen J. Garry & Associates, LLC 6.17% Add +3.2% 11,201 $6.1M
Cypress Financial Planning LLC 2.55% Add +20.3% 11,196 $6.1M
Guidance Point Advisors, LLC 1.98% Reduce -1.0% 11,169 $6.1M
PGIM Custom Harvest LLC 0.14% Add +10.5% 11,187 $6.1M
Bragg Financial Advisors, Inc 0.27% Reduce -2.1% 11,182 $6.1M
Dymon Asia Capital (singapore) Pte. LTD. 7.53% Reduce -35.5% 11,173 $6.1M
Oder Investment Management, LLC 5.51% Reduce -1.0% 11,173 $6.1M
Well Done, LLC 1.26% Add +0.9% 11,160 $6.1M
Alta Wealth Advisors LLC 2.99% Add +0.3% 11,017 $6.0M
Certified Advisory Corp 0.75% Add +8.4% 10,994 $6.0M
Merkkuri Wealth Advisors LLC 5.50% — 10,991 $6.0M
Intact Investment Management Inc. 0.22% No change 10,985 $6.0M
High Net Worth Advisory Group LLC 1.80% Add +137.9% 25,994 $5.9M
Sabal Trust CO 0.35% No change 10,910 $5.9M
Howe & Rusling Inc. 0.53% Reduce -25.6% 10,736 $5.8M
Symphony Financial, Ltd. Co. 1.06% Add +60.2% 10,662 $5.8M
American Institute for Advanced Investment Management, LLP 4.45% Reduce -1.4% 10,690 $5.8M
Shoker Investment Counsel, Inc. 2.05% Reduce -9.5% 10,667 $5.8M
Per Stirling Capital Management, LLC. 0.93% Add +1.6% 10,653 $5.8M
Brooklyn Investment Group 2.49% No change 11,100 $5.8M
Burns J W & Co. Inc. 0.78% Add +6.4% 10,649 $5.8M
Wick Capital Partners, LLC 2.00% Add +17.9% 10,612 $5.8M
Broderick Brian C 1.18% Reduce -5.0% 10,600 $5.8M
Rebalance, LLC 0.46% Add +0.3% 10,597 $5.8M
Hoylecohen, LLC 0.43% Add +1.0% 10,567 $5.8M
Covenant Asset Management, LLC 1.29% Add +0.4% 10,558 $5.7M
Auxano Advisors, LLC 1.58% Add +1.2% 10,505 $5.7M
One Day In July LLC 0.71% Reduce -16.8% 10,499 $5.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -10.6% 10,501 $5.7M
Foster Victor Wealth Advisors, LLC 0.48% Add +0.7% 10,089 $5.7M
Annex Advisory Services, LLC 0.20% Reduce -0.2% 10,447 $5.7M
White Pine Capital LLC 2.15% Reduce -3.5% 10,445 $5.7M
Drexel Morgan & Co. 1.22% Add +1.9% 10,436 $5.7M
Arkansas Financial Group, Inc. 1.01% Add +0.1% 10,433 $5.7M
Destiny Wealth Partners, LLC 1.02% Add +3.0% 10,421 $5.7M
Waddell & Associates, LLC 0.75% Add +26.4% 10,416 $5.7M
Emfo, LLC 5.07% Add +6.0% 10,403 $5.7M
Windsor Capital Management, LLC 1.75% Reduce -2.4% 10,383 $5.7M
Novak & Powell Financial Services, Inc. 3.51% Reduce -0.2% 10,376 $5.6M
Seelaus Asset Management LLC 5.88% Reduce -0.3% 10,365 $5.6M
Halpern Financial, Inc. 1.55% Reduce -1.3% 10,364 $5.6M
LCNB Corp. 2.11% Reduce -1.0% 10,355 $5.6M
Coordinated Financial Services, Inc. 4.89% Reduce -2.7% 10,341 $5.6M
WorthPointe, LLC 2.56% Reduce -5.9% 10,335 $5.6M
Clare Market Investments LLC 1.57% Add +5.1% 10,324 $5.6M
Atom Investors LP 0.56% Reduce -61.6% 10,316 $5.6M
Cantor Fitzgerald Investment Advisors L.P. 0.43% Reduce -7.1% 10,275 $5.6M
Rehmann Capital Advisory Group 0.40% Add +15.3% 10,238 $5.6M
Capital Analysts, LLC 0.25% Add +58.3% 10,248 $5.6M
KKM Financial LLC 2.64% Reduce -0.1% 10,434 $5.6M
M.D. Sass, LLC 0.45% Add +7.3% 10,220 $5.6M
Truepoint, Inc. 0.16% Add +3.4% 10,205 $5.6M
Equitec Proprietary Markets, LLC 42.35% Add +510000.0% 10,202 $5.6M
Macroview Investment Management LLC 5.92% Add +72.4% 10,189 $5.5M
Capital Investment Advisory Services, LLC 0.57% Add +4.1% 10,177 $5.5M
Founders Capital Management 3.59% Add +0.4% 10,174 $5.5M
Garde Capital, Inc. 0.38% Reduce -1.6% 10,170 $5.5M
Burney Co./ 0.21% Add +5.9% 10,141 $5.5M
Aureus Asset Management, LLC 0.38% Reduce -7.3% 10,098 $5.5M
Blue Fin Capital, Inc. 1.10% Reduce -0.2% 10,091 $5.5M
Camelot Technology Advisors, Inc. 5.11% Add +0.1% 10,082 $5.5M
Morris Financial Concepts, Inc. 2.63% Reduce -0.3% 10,077 $5.5M
Vista Capital Partners, Inc. 0.68% Reduce -2.3% 10,047 $5.5M
Laird Norton Wetherby Trust Company, LLC 0.77% No change 10,000 $5.5M
Roundview Capital LLC 0.43% Reduce -0.5% 10,031 $5.5M
Cassaday & Co Wealth Management LLC 0.17% Add +6.5% 10,005 $5.4M
Betterment LLC 0.01% Add +64.0% 9,974 $5.4M
Providence First Trust Co 2.45% Reduce -0.5% 9,970 $5.4M
Legacy Wealth Management, LLC 0.39% Reduce -2.0% 9,965 $5.4M
Kanawha Capital Management LLC 0.42% Reduce -0.2% 9,954 $5.4M
SL Advisors, LLC 10.70% Reduce -0.9% 9,952 $5.4M
Fusion Family Wealth, LLC 0.55% Add +0.2% 9,948 $5.4M
Old Second National Bank of Aurora 1.39% Reduce -2.5% 9,946 $5.4M
Mirabaud & Cie SA 1.83% Reduce -38.7% 9,939 $5.4M
Syntax Research, Inc. 4.28% Add +0.3% 9,940 $5.4M
American National Bank & Trust 0.67% Reduce -1.2% 9,909 $5.4M
Naples Global Advisors, LLC 0.54% Add +0.1% 9,869 $5.4M
Stevard, LLC 4.65% No change 9,893 $5.4M
International Private Wealth Advisors LLC 9.06% Add +7.2% 9,880 $5.4M
Perennial Advisors, LLC 1.20% Add +4.2% 9,853 $5.4M
Centennial Bank 2.63% Add +2.9% 9,850 $5.4M
GeoWealth Management, LLC 0.23% Reduce -75.7% 9,842 $5.4M
Defined Wealth Management, LLC 3.72% Reduce -0.0% 9,815 $5.3M
Weaver Capital Management LLC 1.72% Reduce -3.0% 9,806 $5.3M
Signify Wealth 7.67% Reduce -0.6% 9,801 $5.3M
Clarity Financial LLC 0.80% Add +1.1% 9,798 $5.3M
Absolute Capital Management, LLC 3.23% Reduce -3.5% 9,788 $5.3M
Kearns & Associates LLC 3.96% Reduce -0.7% 9,740 $5.3M
TCI Wealth Advisors, Inc. 0.50% Reduce -0.4% 9,739 $5.3M
Independent Advisor Alliance 0.18% Add +19.8% 9,734 $5.3M
Hohimer Wealth Management, LLC 1.22% Add +3.5% 9,698 $5.3M
Jupiter Wealth Management LLC 2.79% Reduce -13.5% 9,566 $5.3M
Key Client Fiduciary Advisors, LLC 2.66% Add +8.5% 9,659 $5.3M
J. Goldman & Co LP 0.20% Reduce -80.4% 9,652 $5.3M
S.A. Mason LLC 2.98% Add +0.2% 9,633 $5.2M
Round Rock Advisors LLC 1.28% Reduce -1.9% 9,628 $5.2M
John W. Brooker & Co., CPAs 2.62% Add +0.2% 9,601 $5.2M
Keeler & Nadler Financial Planning & Wealth Management 2.87% Add +11.8% 9,597 $5.2M
Unionview, LLC 4.26% Add +0.8% 9,592 $5.2M
Pacific Financial Group Inc. 3.70% Reduce -4.5% 9,582 $5.2M
Orca Investment Management, LLC 4.97% Reduce -2.4% 9,578 $5.2M
Pinnacle Bancorp, Inc. 1.53% Reduce -9.2% 9,530 $5.2M
ORG Partners LLC 0.65% New 9,493 $5.2M
Institute for Wealth Management, LLC. 0.69% Reduce -92.6% 9,520 $5.2M
MTM Investment Management, LLC 2.12% Add +2.7% 9,509 $5.2M
Graves Light Lenhart Wealth, Inc. 0.59% Reduce -0.1% 9,479 $5.2M
Private Capital Management, LLC 0.61% Reduce -0.0% 9,485 $5.2M
Samalin Investment Counsel, LLC 2.41% Reduce -12.3% 9,462 $5.1M
Tennessee Valley Asset Management Partners 0.97% Add +69.0% 9,461 $5.1M
Madison Park Capital Advisors, LLC 4.29% Add +0.9% 9,443 $5.1M
OmniStar Financial Group, Inc. 4.64% Reduce -17.6% 9,414 $5.1M
Bay Rivers Group 2.66% Add +1.4% 9,414 $5.1M
Rockland Trust Co. 0.27% Reduce -2.3% 9,393 $5.1M
Aspen Wealth Management LLC 1.76% Add +4.1% 9,369 $5.1M
LRI Investments, LLC 0.58% Add +0.5% 9,346 $5.1M
Murphy, Middleton, Hinkle & Parker, Inc. 2.95% Reduce -0.1% 9,315 $5.1M
Vienna Asset Management LLC 4.19% Add +7.1% 9,307 $5.1M
Harvest Investment Services, LLC 2.01% Add +3.0% 9,288 $5.1M
United Asset Strategies, Inc. 0.50% Reduce -5.5% 9,273 $5.0M
Bison Wealth, LLC 0.82% No change 9,629 $5.0M
Foster & Motley Inc. 0.35% Add +149.8% 9,234 $5.0M
Fogel Capital Management, Inc. 2.67% Reduce -2.0% 9,207 $5.0M
Founders Financial Alliance, LLC 1.48% Reduce -4.5% 9,161 $5.0M
Millington Financial Advisors, LLC 3.45% Reduce -0.5% 9,125 $5.0M
Colony Family Offices, LLC 1.59% Add +4.0% 9,090 $5.0M
True North Advisors, LLC 1.32% Reduce -2.6% 9,108 $5.0M
Arcus Capital Partners, LLC 1.91% Reduce -32.3% 9,107 $5.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.31% Add +1.4% 9,106 $5.0M
Invst, LLC 0.55% Add +1.0% 9,088 $5.0M
Thoroughbred Financial Services, LLC 0.33% Add +50.7% 9,078 $4.9M
Raffa Wealth Management, LLC 1.40% Add +19.3% 9,056 $4.9M
WPWealth LLP 1.19% Reduce -0.1% 9,054 $4.9M
Householder Group Estate & Retirement Specialist, LLC 1.38% Add +9.4% 9,035 $4.9M
Garden State Investment Advisory Services LLC 1.69% Add +1.0% 9,004 $4.9M
Total Clarity Wealth Management, Inc. 1.70% Reduce -17.6% 9,008 $4.9M
B & T Capital Management DBA Alpha Capital Management 0.95% Reduce -1.4% 8,990 $4.9M
Tompkins Financial Corp. 0.51% Add +14.1% 8,944 $4.9M
GSG Advisors LLC 1.72% Add +2.4% 8,910 $4.9M
F/m Investments LLC 0.18% New 8,924 $4.9M
Chapin Davis, Inc. 1.66% Reduce -1.4% 8,921 $4.9M
Mairs & Power Inc. 0.05% Add +60.8% 8,893 $4.8M
Loudon Investment Management, LLC 2.84% Add +1.7% 8,883 $4.8M
Journey Advisory Group, LLC 0.58% Reduce -3.7% 8,841 $4.8M
Leverty Financial Group, LLC 2.85% Reduce -2.9% 8,837 $4.8M
Breakwater Investment Management 2.15% Add +0.0% 8,835 $4.8M
Verus Capital Partners, LLC 0.50% Add +20.6% 8,833 $4.8M
Turtle Creek Wealth Advisors, LLC 1.11% No change 8,824 $4.8M
State of Alaska, Department of Revenue 0.05% Reduce -36.4% 8,826 $4.8M
Sightline Wealth Advisors, LLC 2.99% Add +0.3% 8,811 $4.8M
LJI Wealth Management, LLC 1.06% New 8,808 $4.8M
McAdam, LLC 0.29% Add +14.4% 8,776 $4.8M
Wimmer Associates 1, LLC 2.45% Reduce -0.6% 8,770 $4.8M
Atlas Brown,Inc. 1.71% Add +3.6% 8,743 $4.8M
Tritonpoint Wealth, LLC 0.46% Reduce -1.3% 8,703 $4.8M
Orin Green Financial, LLC 2.19% New 8,728 $4.7M
Evernest Financial Advisors, LLC 2.13% Reduce -2.0% 8,715 $4.7M
My Personal CFO, LLC 2.53% Add +1.2% 8,714 $4.7M
RKL Wealth Management LLC 0.45% Add +1.7% 8,663 $4.7M
Nvwm, LLC 1.25% Add +26.4% 8,658 $4.7M
DDD Partners, LLC 0.55% Reduce -18.4% 8,656 $4.7M
Baron Wealth Management LLC 2.44% Add +0.1% 8,649 $4.7M
Sage Rhino Capital LLC 1.12% Add +0.1% 8,640 $4.7M
Aurora Private Wealth, Inc. 4.11% Add +0.4% 8,632 $4.7M
Leo Wealth, LLC 0.48% Add +8.2% 8,628 $4.7M
BlueSky Wealth Advisors, LLC 0.79% New 8,594 $4.7M
Bridge Advisory, LLC 2.30% Reduce -2.6% 8,562 $4.7M
Ledyard National Bank 0.45% Reduce -9.8% 8,529 $4.6M
Sharp Wealth Advisory, LLC 3.97% Add +4.0% 8,511 $4.6M
Herbst Group, LLC 2.81% Reduce -3.3% 8,500 $4.6M
Omega Financial Group, LLC 1.87% Reduce -0.1% 8,491 $4.6M
Wealthstream Advisors, Inc. 1.68% Reduce -0.5% 8,459 $4.6M
Optivise Advisory Services LLC 2.48% — 8,449 $4.6M
McAlister, Sweet & Associates, Inc. 3.30% Reduce -20.5% 8,443 $4.6M
Peachtree Investment Partners, LLC 1.80% Reduce -0.5% 8,423 $4.6M
Steph & Co. 1.56% Reduce -1.6% 8,418 $4.6M
Tower View Wealth Management LLC 2.63% Add +0.3% 8,407 $4.6M
Marietta Wealth Management, LLC 0.71% Reduce -2.8% 8,404 $4.6M
Oribel Capital Management, LP 0.62% Add +23.5% 8,400 $4.6M
Twin Peaks Wealth Advisors, LLC 2.27% Reduce -3.6% 8,360 $4.5M
Guyasuta Investment Advisors Inc. 0.33% Reduce -2.1% 9,569 $4.5M
NWK Group, Inc. 1.91% Add +1.3% 8,355 $4.5M
Lockerman Financial Group, Inc. 8.23% Reduce -4.6% 8,333 $4.5M
Personal Cfo Solutions, LLC 0.70% Add +5.6% 8,322 $4.5M
Beacon Financial Advisory LLC 1.69% Add +17.6% 8,321 $4.5M
Sandy Cove Advisors, LLC 2.02% Reduce -4.8% 8,321 $4.5M
Greenup Street Wealth Management LLC 1.06% Add +714.2% 8,313 $4.5M
Little House Capital LLC 1.41% Reduce -1.7% 8,306 $4.5M
Nikulski Financial, Inc. 1.44% Reduce -7.3% 8,291 $4.5M
Strategic Investment Management, LLC 4.82% Reduce -6.7% 8,210 $4.5M
Central Valley Advisors, LLC 1.91% Add +0.7% 10,099 $4.5M
Two Point Capital Management, Inc. 1.80% Reduce -0.4% 8,230 $4.5M
McDonald Partners LLC 1.20% Reduce -0.6% 8,203 $4.5M
Roberts Glore & Co. Inc. 1.35% Reduce -13.9% 8,201 $4.5M
Braun Stacey Associates Inc. 0.17% Reduce -1.9% 8,191 $4.5M
Almanack Investment Partners, LLC. 0.75% Add +9.4% 8,191 $4.5M
Cherrydale Wealth Management, LLC 1.95% Add +0.3% 8,184 $4.5M
Luminvest Wealth Management LLC 2.09% No change 8,106 $4.4M
Juncture Wealth Strategies, LLC 1.86% Reduce -2.2% 8,163 $4.4M
TruWealth Advisors, LLC 0.30% Reduce -0.1% 8,159 $4.4M
AAFMAA Wealth Management & Trust LLC 2.18% Add +848.1% 8,154 $4.4M
Abel Hall, LLC 3.14% No change 8,148 $4.4M
Goldstone Financial Group, LLC 0.89% Add +2.1% 8,133 $4.4M
NWF Advisory Services Inc. 0.70% Add +6.1% 8,113 $4.4M
Nuveen Asset Management, LLC 0.00% Reduce -5.5% 8,088 $4.4M
Ameraudi Asset Management, Inc. 2.00% Reduce -2.3% 8,090 $4.4M
Family Legacy, Inc. 1.57% Add +1.8% 8,077 $4.4M
Power Wealth Management LLC 2.10% Reduce -22.3% 8,057 $4.4M
Pursue Wealth Partners LLC 2.39% Add +253.0% 8,056 $4.4M
Cohen & Steers, Inc. 0.01% No change 8,047 $4.4M
Weinberger Asset Management, Inc 2.06% Reduce -2.5% 8,043 $4.4M
1900 Wealth Management LLC 0.41% Add +15.8% 8,032 $4.4M
ABLE Financial Group, LLC 1.58% Add +81.9% 8,027 $4.4M
United Bank 0.54% Add +0.6% 8,025 $4.4M
Pegasus Asset Management, Inc. 1.36% Reduce -0.2% 8,018 $4.4M
Aldebaran Financial Inc. 5.72% Add +43.5% 8,016 $4.4M
WMS Partners, LLC 0.28% Add +0.3% 8,012 $4.4M
Laraway Financial Advisors Inc 3.72% Reduce -1.5% 8,007 $4.4M
Madison Wealth Partners, Inc 1.49% No change 8,006 $4.4M
Silver Oak Securities, Incorporated 0.65% Add +97.5% 7,983 $4.3M
Levin Capital Strategies, L.P. 0.46% Add +0.1% 7,972 $4.3M
Ridgecrest Wealth Partners, LLC 2.61% No change 7,965 $4.3M
Jackson Hole Capital Partners, LLC 0.95% No change 7,964 $4.3M
Peak Planning Group, LLC 2.13% Add +18.6% 7,952 $4.3M
Delta Investment Management, LLC 0.95% Add +1.0% 7,920 $4.3M
MetLife Inc 41.49% Reduce -3.3% 7,911 $4.3M
Cohen Capital Management, Inc. 0.74% Add +0.1% 7,912 $4.3M
Avalon Trust Co 0.34% Reduce -1.6% 7,906 $4.3M
Intrua Financial, LLC 0.70% Reduce -19.0% 7,868 $4.3M
Chesapeake Wealth Management 1.55% Add +0.5% 7,865 $4.3M
Single Point Partners, LLC 7.32% Reduce -0.1% 7,852 $4.3M
Mosaic Family Wealth Partners, LLC 0.69% Add +4.8% 7,851 $4.3M
Private Wealth Partners, LLC 0.32% Add +0.0% 7,803 $4.2M
ELCO Management Co., LLC 2.47% Add +0.2% 7,789 $4.2M
BCM Advisors, LLC 1.00% Add +0.1% 7,781 $4.2M
Long Run Wealth Advisors, LLC 1.07% Reduce -0.3% 7,759 $4.2M
ForthRight Wealth Management, LLC 1.51% Reduce -0.3% 7,744 $4.2M
Regis Acquisition Inc. 2.57% Reduce -3.7% 7,741 $4.2M
Madden Advisory Services, Inc. 2.14% Add +3.8% 7,741 $4.2M
LBMC Investment Advisors, LLC 0.37% Reduce -26.3% 7,741 $4.2M
Marvin & Palmer Associates Inc. 4.10% Reduce -20.6% 6,395 $4.2M
Schaper Benz & Wise Investment Counsel Inc. 0.36% Reduce -0.8% 7,679 $4.2M
Tyler-Stone Wealth Management 1.72% Add +2.9% 7,654 $4.2M
Callan Capital, LLC 0.34% Add +6.1% 7,588 $4.1M
Meridian Investment Counsel Inc. 1.30% Add +0.8% 7,563 $4.1M
MIdWestOne Financial Group, Inc. 0.74% Reduce -2.6% 7,562 $4.1M
Donaldson Capital Management, LLC 0.17% Add +1.2% 7,524 $4.1M
Barrett & Company, Inc. 1.85% Add +3.4% 7,517 $4.1M
Genesee Capital Advisors, LLC 2.01% Add +77.7% 7,517 $4.1M
Ranch Capital Advisors Inc. 2.13% Reduce -2.1% 7,481 $4.1M
Castleview Partners, LLC 2.32% Reduce -1.3% 7,494 $4.1M
HCR Wealth Advisors 0.58% Add +19.3% 7,482 $4.1M
Joseph P. Lucia & Associates, LLC 2.08% Add +7.6% 7,477 $4.1M
Tanglewood Legacy Advisors, LLC 1.92% Reduce -2.0% 7,462 $4.1M
Vanguard Personalized Indexing Management, LLC 0.08% Add +2.2% 7,454 $4.1M
Alterna Wealth Management, Inc. 3.55% Add +5.8% 7,454 $4.1M
Twin Lakes Capital Management, LLC 2.77% Add +0.2% 7,449 $4.1M
EPIQ Capital Group, LLC 1.43% Add +0.3% 7,424 $4.1M
Black Swift Group, LLC 0.94% Reduce -8.8% 7,448 $4.1M
DHJJ Financial Advisors, Ltd. 1.71% Add +6.0% 7,427 $4.0M
Alley Investment Management Company, LLC 0.55% Reduce -0.7% 7,416 $4.0M
Catalyst Private Wealth, LLC 2.13% Reduce -6.4% 7,409 $4.0M
Pinnacle Wealth Planning Services, Inc. 0.58% Reduce -3.1% 7,408 $4.0M
Charter Oak Capital Management, LLC 0.42% Reduce -15.5% 7,399 $4.0M
Moneda S.A. Administradora General de Fondos 2.82% Reduce -18.6% 7,374 $4.0M
Coastal Bridge Advisors, LLC 1.00% Add +237.0% 7,373 $4.0M
Woodstock Corp. 0.41% Add +4.7% 7,371 $4.0M
Resolute Wealth Strategies, LLC 2.30% Add +0.3% 7,346 $4.0M
Asset Dedication, LLC 0.28% Add +3.0% 7,340 $4.0M
Paradigm, Strategies in Wealth Management, LLC 2.44% Reduce -0.7% 7,312 $4.0M
Hamilton Point Investment Advisors, LLC 0.77% No change 7,289 $4.0M
Asset Allocation Strategies LLC 1.33% Reduce -2.2% 7,273 $4.0M
Arrow Financial Corp 0.39% Reduce -42.9% 7,269 $4.0M
Mengis Capital Management, Inc. 0.80% Reduce -1.6% 7,260 $4.0M
Cornerstone Advisory, LLC 0.56% Add +43.0% 7,252 $3.9M
Zions Bancorporation, N.A. 0.32% Reduce -20.3% 7,240 $3.9M
Evergreen Advisors, LLC 1.18% Reduce -0.3% 7,239 $3.9M
USAdvisors Wealth Management, LLC 1.38% Add +7.6% 7,223 $3.9M
AlphaStar Capital Management, LLC 0.36% Add +0.5% 7,212 $3.9M
Sunesis Advisors, LLC 2.33% Add +5.1% 7,207 $3.9M
Austin Private Wealth, LLC 0.42% Reduce -17.2% 7,205 $3.9M
Boston Trust Walden Corp 0.03% Reduce -0.3% 7,191 $3.9M
Bray Capital Advisors 0.98% Add +1.8% 7,183 $3.9M
First American Trust, FSB 0.39% Reduce -19.4% 7,174 $3.9M
Parker Investment Management, LLC 0.62% Reduce -89.7% 7,146 $3.9M
Sterneck Capital Management, LLC 2.21% Add +1.0% 7,140 $3.9M
Baldwin Investment Management, LLC 0.53% Reduce -1.4% 7,135 $3.9M
Accurate Wealth Management, LLC 0.93% Add +3.2% 6,910 $3.9M
Boston Research & Management Inc. 0.98% Add +1.7% 7,129 $3.9M
Allegheny Financial Group 1.11% Add +10.8% 7,114 $3.9M
Phillips Financial Management, LLC 0.32% Reduce -0.6% 7,095 $3.9M
First United Bank & Trust 1.44% Reduce -0.7% 7,093 $3.9M
Arrowroot Family Office, LLC 2.47% Reduce -2.9% 7,085 $3.9M
Ameliora Wealth Management Ltd. 1.75% No change 7,079 $3.9M
Signature Wealth Management Partners, LLC 2.92% Add +1.0% 7,047 $3.8M
Northwest Bancshares, Inc. 0.65% Reduce -0.9% 7,040 $3.8M
Platform Technology Partners 1.32% — 7,036 $3.8M
Spectrum Wealth Advisory Group, LLC 4.07% Add +19.8% 6,999 $3.8M
Forbes Financial Planning, Inc. 2.99% Reduce -1.5% 6,993 $3.8M
Pasadena Private Wealth, LLC 0.88% Add +2.4% 6,979 $3.8M
Hassell Wealth Management, LLC 1.70% Reduce -0.1% 7,000 $3.8M
Cornerstone Planning Group LLC 1.09% Add +276.2% 7,328 $3.8M
Heritage Investment Group, Inc. 0.52% Add +0.9% 6,956 $3.8M
Inspirion Wealth Advisors, LLC 0.58% Reduce -2.7% 6,955 $3.8M
Sterling Financial Group, Inc. 1.71% Add +9.4% 6,923 $3.8M
Waycross Investment Management Co 3.63% Reduce -7.2% 6,903 $3.8M
Alpha Cubed Investments, LLC 0.18% Add +1.5% 6,902 $3.8M
First Interstate Bank 0.25% Add +5.8% 6,901 $3.8M
Wetzel Investment Advisors, Inc. 2.16% Add +1.8% 7,034 $3.8M
RPS Advisory Solutions LLC 3.46% — 6,895 $3.8M
Sather Financial Group Inc 0.26% Reduce -5.4% 6,890 $3.7M
Elite Wealth Management, Inc. 0.82% Add +0.0% 6,878 $3.7M
Fragasso Financial Advisors Inc 0.31% No change 6,859 $3.7M
Pictet North America Advisors SA 0.41% Reduce -1.9% 6,853 $3.7M
Semus Wealth Partners LLC 2.88% Add +16.1% 6,846 $3.7M
Rossmore Private Capital 0.49% Reduce -0.9% 6,840 $3.7M
Ausdal Financial Partners, Inc. 0.40% Add +1.2% 6,828 $3.7M
Clear Point Advisors Inc. 3.05% Add +2.9% 6,820 $3.7M
Opal Wealth Advisors, LLC 1.19% Reduce -3.8% 6,811 $3.7M
Texas Capital Bancshares Inc 1.52% No change 6,811 $3.7M
Gold Investment Management Ltd. 1.57% Reduce -0.5% 6,810 $3.7M
Ironclad Investments LLC 2.32% No change 6,805 $3.7M
Manhattan West Asset Management, LLC 1.00% Reduce -2.6% 6,797 $3.7M
Reynders McVeigh Capital Management, LLC 0.21% Add +2.1% 6,786 $3.7M
Alera Investment Advisors, LLC 0.44% Add +0.1% 6,770 $3.7M
SC&H Financial Advisors, Inc. 0.90% Reduce -2.7% 6,764 $3.7M
Plotkin Financial Advisors, LLC 2.36% Add +15.1% 6,743 $3.7M
Austin Asset Management Co Inc 0.78% Add +0.1% 6,743 $3.7M
Sage Financial Group Inc. 0.32% Reduce -0.5% 6,743 $3.7M
Saxon Interests, Inc. 1.74% Add +5.4% 6,729 $3.7M
Parkside Investments, LLC 0.58% Add +41.1% 6,709 $3.7M
Horan Capital Advisors, LLC. 1.28% No change 6,704 $3.6M
Edge Wealth Management LLC 0.77% Reduce -0.5% 6,682 $3.6M
Waterfront Wealth Inc. 0.98% No change 6,664 $3.6M
Ironwood Investment Counsel, LLC 0.65% Add +1.3% 6,650 $3.6M
Montis Financial, LLC 1.66% Reduce -0.5% 6,645 $3.6M
Farmers National Bank 1.09% Add +1.4% 6,645 $3.6M
Chicago Capital, LLC 0.11% Add +4.5% 6,643 $3.6M
Howard Wealth Management, LLC 2.85% Reduce -0.8% 6,636 $3.6M
NDWM LLC 3.20% Add +9.4% 6,634 $3.6M
Capital Insight Partners, LLC 0.68% Reduce -0.9% 6,625 $3.6M
Security Financial Services, INC. 0.78% Reduce -0.5% 6,617 $3.6M
Cascade Financial Partners, LLC 0.47% Reduce -7.8% 6,609 $3.6M
ArchPoint Investors 1.35% No change 6,579 $3.6M
Fisher Asset Management 0.00% Add +3.5% 6,596 $3.6M
Home Federal Bank of Tennessee 1.09% Reduce -2.3% 6,585 $3.6M
Onyx Bridge Wealth Group LLC 0.59% Reduce -5.7% 6,585 $3.6M
Everett Harris & Co. 0.05% Add +7.6% 6,519 $3.5M
Baker Ellis Asset Management LLC 0.53% Reduce -2.2% 6,516 $3.5M
Marks Group Wealth Management, Inc 0.37% Add +1.7% 6,514 $3.5M
Highlander Partners, L.P. 2.35% Add +5.8% 6,500 $3.5M
Breed's Hill Capital LLC 3.12% Add +6.3% 6,471 $3.5M
Silvant Capital Management LLC 0.16% No change 6,445 $3.5M
Affiance Financial, LLC 0.92% Add +18.1% 6,459 $3.5M
American State Bank (Iowa) 2.25% No change 6,450 $3.5M
Wallington Asset Management, LLC 0.54% Reduce -7.1% 6,446 $3.5M
Sompo Asset Management Co., Ltd. 0.59% Reduce -4.2% 6,440 $3.5M
Impact Partnership Wealth, LLC 0.92% Add +17.4% 6,434 $3.5M
Abacus Wealth Partners, LLC 0.58% Reduce -0.6% 6,427 $3.5M
Traynor Capital Management, Inc. 0.30% Add +27.4% 6,426 $3.5M
Two Sigma Securities, LLC 0.17% Reduce -71.1% 6,393 $3.5M
Rollins Financial Advisors, LLC 0.60% Reduce -4.2% 6,392 $3.5M
Dunhill Financial, LLC 2.16% Reduce -0.2% 6,378 $3.5M
Colonial Trust Co / SC 0.61% Add +0.5% 6,377 $3.5M
Hyperion Partners, LLC 2.48% Add +0.2% 6,373 $3.5M
Legacy Financial Strategies, LLC 0.83% Add +1.8% 6,281 $3.5M
Kelleher Financial Advisors 1.42% No change 6,359 $3.5M
Duncker Streett & Co. Inc. 0.66% Add +4.3% 6,327 $3.4M
F&V Capital Management, LLC 1.00% Reduce -2.6% 6,326 $3.4M
Mason & Associates, LLC 1.13% Reduce -65.5% 6,319 $3.4M
Financial Perspectives, Inc 1.27% Add +1.6% 6,312 $3.4M
Stephenson & Company, Inc. 2.55% Reduce -0.8% 6,311 $3.4M
Abacus Planning Group, Inc. 0.67% Add +0.3% 6,303 $3.4M
Yost Capital Management, LP 5.72% Add +21.9% 6,300 $3.4M
Investmark Advisory Group LLC 1.83% Reduce -2.7% 6,288 $3.4M
Cape Cod Five Cents Savings Bank 0.33% Reduce -0.6% 6,278 $3.4M
Sivia Capital Partners, LLC 2.28% Reduce -8.1% 6,275 $3.4M
Tikvah Management LLC 1.12% Reduce -16.0% 30,858 $3.4M
Fagan Associates, Inc. 0.60% Add +9.3% 6,274 $3.4M
Plancorp, LLC 0.15% Add +2.6% 6,272 $3.4M
Kelman-Lazarov, Inc. 0.63% Reduce -0.1% 6,251 $3.4M
Councilmark Asset Management, LLC 2.41% No change 6,245 $3.4M
Permanent Capital Management, LP 0.71% — 5,482 $3.4M
Center for Financial Planning, Inc. 0.49% Reduce -1.5% 6,238 $3.4M
BNC Wealth Management, LLC 1.26% Reduce -2.0% 6,214 $3.4M
Fulcrum Equity Management 3.02% Add +12.8% 6,175 $3.4M
Marquette Asset Management, LLC 0.57% Add +15.1% 6,167 $3.4M
Coastwise Capital Group, LLC 3.24% Reduce -4.5% 6,163 $3.4M
Clark Capital Management Group, Inc. 0.02% Reduce -7.0% 6,160 $3.4M
Cahill Wealth Management, LLC 2.00% Add +0.0% 6,149 $3.3M
Capital Wealth Alliance, LLC 1.90% Add +606.1% 6,129 $3.3M
High Falls Advisors, Inc 0.81% Reduce -4.1% 6,104 $3.3M
Kraft, Davis & Associates, LLC 1.01% Add +21.0% 6,096 $3.3M
Sonora Investment Management Group, LLC 0.26% No change 6,341 $3.3M
CPC Advisors, LLC 0.55% Reduce -50.1% 6,091 $3.3M
LYNX Capital Group Ltd. 2.29% Reduce -0.4% 6,087 $3.3M
Revolve Wealth Partners, LLC 0.55% Reduce -1.8% 6,087 $3.3M
Redmont Wealth Advisors LLC 5.24% Reduce -4.3% 6,086 $3.3M
Continuum Advisory, LLC 0.48% Add +5.0% 6,065 $3.3M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $3.3M
PDS Planning, Inc 0.33% Add +73.4% 6,039 $3.3M
Merrion Investment Management Co, LLC 2.25% Reduce -10.7% 6,020 $3.3M
Worth Financial Advisory Group, LLC 2.15% Add +7.8% 6,018 $3.3M
Jackson Square Capital, LLC 0.80% Add +1.3% 5,999 $3.3M
Essex LLC 0.73% New 5,991 $3.3M
Winch Advisory Services, LLC 0.93% Add +7.1% 5,990 $3.3M
SOL Capital Management CO 0.39% Add +0.4% 5,991 $3.3M
Armstrong Henry H Associates Inc. 0.33% No change 5,990 $3.3M
Park National Corp. 0.12% Reduce -2.3% 5,987 $3.3M
Russell Investments Group, Ltd. 0.01% Add +74.6% 5,985 $3.3M
Elevation Wealth Partners, LLC 1.54% Add +3.5% 5,981 $3.3M
Pullen Investment Management, LLC 2.70% No change 5,980 $3.3M
W Advisors, LLC 2.13% No change 5,978 $3.3M
Capital City Trust Co. 0.88% Add +2.4% 5,968 $3.2M
D L Carlson Investment Group Inc. 0.63% Add +0.0% 5,960 $3.2M
Towerpoint Wealth, LLC 1.62% Add +0.9% 5,952 $3.2M
Woodmont Investment Counsel LLC 0.26% No change 5,951 $3.2M
First National Bank Sioux Falls 1.67% No change 5,929 $3.2M
Strategic Advisors LLC 0.63% Reduce -0.3% 5,926 $3.2M
Mystic Asset Management, Inc. 1.30% Reduce -0.3% 5,918 $3.2M
Highland Capital Management, LLC 0.19% Reduce -3.1% 5,918 $3.2M
Axiom Advisory, LLC 0.04% New 6,140 $3.2M
Monograph Wealth Advisors, LLC 0.47% Add +1.2% 5,878 $3.2M
M3 Advisory Group, LLC 2.63% Add +3.0% 5,875 $3.2M
Gilbert & Cook, Inc. 0.47% Add +4.1% 5,861 $3.2M
Mitchell Sinkler & Starr 0.82% No change 5,795 $3.2M
Gemmer Asset Management LLC 0.34% Reduce -16.3% 5,840 $3.2M
Valley Wealth Managers, Inc. 0.25% Reduce -9.7% 5,817 $3.2M
Yacktman Asset Management 0.03% Reduce -2.3% 5,817 $3.2M
Cahill Financial Advisors Inc. 0.43% Reduce -0.5% 5,790 $3.2M
Eagle Global Advisors LLC 0.17% Reduce -1.6% 5,778 $3.1M
Westside Investment Management, Inc. 0.72% Add +14.8% 5,771 $3.1M
Midland Wealth Advisors, LLC 0.19% Add +5.0% 5,771 $3.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.98% New 5,765 $3.1M
Henrickson Nauta Wealth Advisors, Inc. 1.34% Add +17.9% 5,765 $3.1M
Strait & Sound Wealth Management LLC 1.60% Reduce -10.9% 5,764 $3.1M
Blankinship & Foster, LLC 0.81% Add +0.1% 5,761 $3.1M
Forza Wealth Management, LLC 1.62% No change 5,756 $3.1M
Fairhaven Wealth Management, LLC 1.04% Reduce -7.9% 5,755 $3.1M
Cooper Financial Group 0.46% Add +22.4% 5,753 $3.1M
Visionary Wealth Advisors 0.20% Reduce -0.4% 5,743 $3.1M
Tillman Hartley LLC 1.07% No change 5,741 $3.1M
Harbour Capital Advisors, LLC 0.74% Add +2.5% 5,715 $3.1M
Parisi Gray Wealth Management 1.11% Reduce -4.8% 5,706 $3.1M
Libra Wealth LLC 1.34% No change 5,703 $3.1M
McIlrath & Eck, LLC 0.46% Reduce -0.1% 5,703 $3.1M
Ramsay, Stattman, Vela & Price, Inc. 0.59% Reduce -0.3% 5,702 $3.1M
SkyView Investment Advisors, LLC 0.55% No change 5,700 $3.1M
Outlook Wealth Advisors, LLC 0.97% Reduce -20.9% 5,698 $3.1M
Harmony Asset Management LLC 1.30% Reduce -8.4% 5,681 $3.1M
North Star Asset Management Inc. 0.15% Reduce -0.3% 5,678 $3.1M
Octavia Wealth Advisors, LLC 0.42% Add +16.9% 5,658 $3.1M
Wealthspire Retirement, LLC 0.26% Reduce -14.2% 5,665 $3.1M
Asset Advisors Investment Management, LLC 0.34% Reduce -16.5% 5,663 $3.1M
Flaharty Asset Management, LLC 0.45% Reduce -2.5% 5,658 $3.1M
Sonata Capital Group Inc. 1.57% Add +13.0% 5,637 $3.1M
Raab & Moskowitz Asset Management LLC 0.83% Reduce -0.9% 5,636 $3.1M
Arax Advisory Partners 0.30% Add +12.2% 5,636 $3.1M
MV Capital Management, Inc. 0.34% Add +22.1% 5,620 $3.1M
Ascent Wealth Partners, LLC 0.45% Reduce -59.5% 5,620 $3.1M
TRUE Private Wealth Advisors 0.35% Reduce -6.3% 5,608 $3.1M
Trivium Point Advisory, LLC 0.45% Add +252.5% 5,577 $3.0M
Lifeworks Advisors, LLC 0.84% Add +2.9% 5,568 $3.0M
City Holding Co. 0.45% Add +0.2% 5,559 $3.0M
TrinityPoint Wealth, LLC 0.47% Add +1.1% 5,558 $3.0M
Realta Investment Advisors 0.59% Add +7.0% 5,555 $3.0M
Warner Financial, Inc. 1.47% Add +0.5% 5,553 $3.0M
Breakwater Capital Group 0.69% Reduce -0.0% 5,551 $3.0M
Epiq Partners, LLC 2.03% Add +3.3% 5,524 $3.0M
Spirepoint Private Client, LLC 0.43% Add +0.9% 5,516 $3.0M
Cerro Pacific Wealth Advisors LLC 1.15% — 5,515 $3.0M
Acropolis Investment Management, LLC 0.19% Reduce -1.0% 5,500 $3.0M
Etfidea, LLC 1.01% Add +17.1% 5,497 $3.0M
Middleton & Co. Inc. 0.35% Reduce -2.3% 5,493 $3.0M
Wealth Management Partners, LLC 1.45% Add +0.0% 5,489 $3.0M
Waters Parkerson & Co., LLC 0.16% Reduce -4.1% 5,488 $3.0M
Index Fund Advisors, Inc. 0.17% Add +46.0% 5,455 $3.0M
Advanced Asset Management Advisors Inc 0.79% Reduce -3.7% 5,447 $3.0M
Litman Gregory Wealth Management LLC 0.26% No change 5,437 $3.0M
Drucker Wealth 3.0, LLC 0.79% — 5,435 $3.0M
Holderness Investments Co. 0.70% Reduce -0.3% 5,433 $3.0M
Mason Investment Advisory Services, Inc. 0.18% Reduce -5.8% 5,429 $3.0M
Capital Asset Advisory Services LLC 0.16% Reduce -23.0% 5,315 $3.0M
Willis Johnson & Associates, Inc. 0.24% Add +6.9% 5,419 $2.9M
Verum Partners LLC 0.95% Reduce -1.5% 5,407 $2.9M
1834 Investment Advisors Co. 0.35% Reduce -0.0% 5,398 $2.9M
Pitti Group Wealth Management, LLC 3.19% Reduce -0.6% 6,164 $2.9M
Executive Wealth Management, LLC 0.54% Reduce -1.5% 5,375 $2.9M
Tempus Wealth Planning, LLC 1.22% Add +9.3% 5,371 $2.9M
Geometric Wealth Advisors 0.60% Add +11.4% 5,366 $2.9M
Aviance Capital Partners, LLC 0.42% Add +16.5% 5,362 $2.9M
Flagstar Securities, Inc. 0.80% Add +6.1% 5,345 $2.9M
Miramar Fiduciary Corp 2.62% Add +16.8% 5,349 $2.9M
Snider Financial Group 1.12% New 5,348 $2.9M
Mitchell McLeod Pugh & Williams Inc. 0.66% Add +1.4% 5,345 $2.9M
Charter Research & Investment Group, Inc. 2.29% No change 5,342 $2.9M
Rede Wealth, LLC 2.68% Reduce -3.1% 5,340 $2.9M
Sentry Investment Management LLC 1.29% Add +724.1% 5,340 $2.9M
Ashton Thomas Securities, LLC 0.70% — 647 $2.9M
Essex Bank 0.78% Add +2.3% 5,320 $2.9M
East Coast Asset Management, LLC. 1.05% No change 5,319 $2.9M
PICTET BANK & TRUST Ltd 2.95% No change 5,316 $2.9M
Catalina Capital Group, LLC 1.10% Add +0.6% 5,292 $2.9M
Bank Ozk 1.25% Reduce -1.6% 5,289 $2.9M
Williams & Novak, LLC 2.68% Reduce -13.6% 5,286 $2.9M
Beaird Harris Wealth Management, LLC 0.27% Add +9.9% 5,283 $2.9M
Jaffetilchin Investment Partners, LLC 0.25% Add +5.1% 5,283 $2.9M
Anchor Investment Management, LLC 0.30% Add +1.8% 5,280 $2.9M
PBMares Wealth Management LLC 0.70% Reduce -0.2% 5,274 $2.9M
Paladin Advisory Group, LLC 2.23% Add +2.2% 5,244 $2.9M
Cottage Street Advisors LLC 1.68% Add +5.3% 5,239 $2.9M
Merriman Wealth Management, LLC 0.12% Add +17.5% 5,212 $2.8M
Patton Albertson Miller Group, LLC 0.40% Reduce -0.7% 5,217 $2.8M
Lawson Kroeker Investment Management Inc. 0.55% Add +9.0% 5,216 $2.8M
Leeward Financial Partners, LLC 1.15% No change 5,214 $2.8M
Confluence Wealth Services, Inc. 0.23% Add +41.4% 5,213 $2.8M
InTrack Investment Management Inc 2.02% Reduce -0.6% 5,205 $2.8M
Summit Financial Strategies, Inc. 0.35% Add +0.6% 5,204 $2.8M
Lion Street Advisors, LLC 1.05% Reduce -4.1% 5,196 $2.8M
Sittner & Nelson, LLC 1.39% Reduce -6.3% 5,190 $2.8M
Peterson Wealth Services 0.99% Add +0.0% 5,188 $2.8M
Compass Wealth Management LLC 0.70% Reduce -0.1% 5,184 $2.8M
Resurgent Financial Advisors LLC 1.76% Add +3.7% 5,182 $2.8M
Parsons Capital Management Inc. 0.19% Reduce -0.5% 5,178 $2.8M
KFA Private Wealth Group, LLC 1.46% Add +3.1% 5,169 $2.8M
Watershed Private Wealth LLC 1.20% Reduce -4.3% 5,168 $2.8M
SOA Wealth Advisors, LLC. 0.56% Add +4.1% 5,142 $2.8M
Nemes Rush Group LLC 0.38% Add +1.6% 5,138 $2.8M
Rovin Capital /Ut/ 1.16% Reduce -2.3% 5,128 $2.8M
Financial Synergies Wealth Advisors, Inc. 0.38% Add +25.5% 5,119 $2.8M
Summit Place Financial Advisors, LLC 1.65% Reduce -1.8% 5,116 $2.8M
Verus Financial Partners, Inc. 0.32% Reduce -4.7% 5,106 $2.8M
Noesis Capital Mangement Corp. 0.62% Add +9.2% 5,102 $2.8M
Keebeck Wealth Management 0.41% Add +0.0% 5,082 $2.8M
Kelly Financial Services LLC 0.99% Reduce -23.1% 5,098 $2.8M
Zevenbergen Capital Investments LLC 0.06% Reduce -4.3% 5,092 $2.8M
Bangor Savings Bank 0.28% Add +22.8% 5,089 $2.8M
Intelligence Driven Advisers, LLC 0.39% Reduce -0.3% 5,085 $2.8M
Shared Vision Wealth Group LLC 1.61% Add +2.3% 5,078 $2.8M
Prosperity Planning, Inc. 0.95% Reduce -10.9% 5,072 $2.8M
Summit Financial Wealth Advisors, LLC 0.56% Add +0.3% 5,071 $2.8M
Olistico Wealth, LLC 1.76% Add +10.9% 5,060 $2.8M
First Commonwealth Financial Corp 0.71% Add +38.1% 5,056 $2.8M
Next Capital Management LLC 1.16% Add +39.0% 5,033 $2.7M
Wealthquest Corp 0.29% Add +0.2% 5,031 $2.7M
Evensky & Katz LLC 0.19% Add +11.5% 5,037 $2.7M
Erickson Financial Group, LLC 2.07% Reduce -0.4% 4,990 $2.7M
Asset Allocation & Management Company, LLC 1.79% No change 4,979 $2.7M
Ironwood Financial, llc 0.61% Reduce -3.9% 4,976 $2.7M
Asset Management Group, Inc. 0.41% Reduce -6.0% 4,968 $2.7M
Nicholas Wealth, LLC. 1.93% Reduce -2.4% 4,966 $2.7M
Tidemark, LLC 1.24% Reduce -50.2% 4,965 $2.7M
GW&K Investment Management, LLC 0.02% Add +2.1% 4,955 $2.7M
XML Financial, LLC 0.27% Add +5.6% 4,952 $2.7M
Pavion Blue Capital, LLC 1.33% Reduce -0.1% 4,948 $2.7M
Searle & Co. 0.63% Add +2.8% 4,938 $2.7M
Sequent Asset Management, LLC 1.35% Add +2.1% 4,936 $2.7M
Mathes Company, Inc. 0.98% No change 4,930 $2.7M
BHK Investment Advisors, LLC 1.05% No change 4,929 $2.7M
First Financial Bankshares Inc 0.06% Reduce -49.6% 4,915 $2.7M
Waterway Wealth Management, LLC 1.31% Reduce -8.2% 4,905 $2.7M
Horizon Investment Services, LLC 1.26% Add +0.4% 4,898 $2.7M
Patriot Investment Management Group, Inc. 0.21% Reduce -2.2% 4,893 $2.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.57% Reduce -1.7% 4,884 $2.7M
Abound Wealth Management 0.97% Add +20.0% 4,854 $2.6M
Private Wealth Group, LLC 1.39% No change 4,852 $2.6M
Douglass Winthrop Advisors, LLC 0.05% Add +6.1% 4,840 $2.6M
Koss-Olinger Consulting, LLC 0.24% Add +57.8% 4,826 $2.6M
Bridges Investment Management Inc. 0.04% Add +429.4% 4,823 $2.6M
Augustine Asset Management Inc. 1.01% No change 4,822 $2.6M
Guardian Asset Advisors, LLC 1.93% Add +31.4% 4,815 $2.6M
Longview Financial Advisors, Inc. 1.99% Add +0.8% 4,815 $2.6M
AlphaQ Advisors LLC 7.74% Reduce -28.2% 4,808 $2.6M
Trust Point Inc. 0.21% Reduce -0.9% 4,806 $2.6M
Noked Israel Ltd 0.72% No change 4,794 $2.6M
Madrona Financial Services, LLC 0.80% Reduce -8.0% 4,784 $2.6M
Acorn Financial Advisory Services Inc. 0.48% Reduce -34.9% 4,774 $2.6M
Community Financial Services Group, LLC 0.56% Reduce -0.6% 4,771 $2.6M
Q3 Asset Management 0.59% New 4,762 $2.6M
Tradition Wealth Management, LLC 0.25% Add +18.6% 4,760 $2.6M
Cadinha & Co. LLC 0.48% No change 4,759 $2.6M
Giverny Capital 0.11% No change 4,752 $2.6M
Beese Fulmer Investment Management, Inc. 0.24% Reduce -0.3% 4,746 $2.6M
Northside Capital Management, LLC 0.44% No change 4,740 $2.6M
Clarity Capital Advisors, LLC 1.99% Add +0.2% 4,740 $2.6M
Invesco Ltd. 0.00% Add +34.5% 4,732 $2.6M
EdgeRock Capital LLC 1.99% Add +6.1% 4,720 $2.6M
EHP Funds Inc. 1.26% Add +34.3% 4,700 $2.6M
Sound Income Strategies, LLC 0.18% Add +78.8% 4,697 $2.6M
Cape Investment Advisory, Inc. 1.15% Reduce -16.0% 4,695 $2.6M
Bantamac Capital, LLC 1.53% Reduce -16.9% 4,694 $2.6M
Fiduciary Financial Group, LLC 0.61% — 4,506 $2.5M
TBH Global Asset Management, LLC 0.56% Reduce -14.9% 4,655 $2.5M
Secure Asset Management, LLC 0.48% Add +74.9% 4,655 $2.5M
SeaBridge Investment Advisors LLC 0.66% No change 4,655 $2.5M
Blueprint Investment Partners LLC 0.55% Reduce -33.9% 4,652 $2.5M
Ironwood Wealth Management, LLC. 0.82% Reduce -3.8% 4,637 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.37% Add +4.7% 4,631 $2.5M
Builder Investment Group Inc. 0.69% Reduce -1.5% 4,623 $2.5M
Marshall & Sullivan Inc. 1.26% Reduce -0.7% 4,619 $2.5M
Affinity Capital Advisors, LLC 0.53% Add +81.6% 4,617 $2.5M
Cahaba Wealth Management, Inc. 0.22% Reduce -3.4% 4,613 $2.5M
TNF LLC 0.92% No change 4,634 $2.5M
Bull Street Advisors, LLC 1.21% No change 4,607 $2.5M
River Street Advisors LLC 1.55% Add +128.6% 4,594 $2.5M
Bennett Selby Investments LP 1.12% Add +0.3% 4,593 $2.5M
Cooper/Haims Advisors, LLC 1.40% Reduce -0.1% 4,593 $2.5M
Brandywine Oak Private Wealth LLC 0.26% Add +0.2% 4,585 $2.5M
Rice Partnership, LLC 0.54% Reduce -3.2% 4,565 $2.5M
Orgel Wealth Management, LLC 0.07% Add +84.7% 4,552 $2.5M
Schneider Downs Wealth Management Advisors, LP 0.55% No change 4,549 $2.5M
Members Wealth LLC 1.65% — 3,976 $2.5M
Newman Dignan & Sheerar, Inc. 0.64% Add +1.0% 4,527 $2.5M
Selway Asset Management 1.00% Reduce -24.4% 4,522 $2.5M
Cutter & CO Brokerage, Inc. 0.60% Reduce -7.3% 4,519 $2.5M
Paces Ferry Wealth Advisors, LLC 1.48% Reduce -1.0% 4,518 $2.5M
ProVise Management Group, LLC 0.21% Reduce -3.9% 4,511 $2.5M
Red Lighthouse Investment Management, LLC 1.03% No change 4,505 $2.5M
Channel Wealth LLC 0.89% Add +272.5% 4,492 $2.4M
Clarkston Capital Partners, LLC 0.05% Add +0.6% 4,487 $2.4M
Maxwell Wealth Strategies Inc. 1.20% No change 4,483 $2.4M
Main Street Group, LTD 1.13% Reduce -4.5% 4,450 $2.4M
Beaumont Financial Advisors, LLC 0.19% Add +1.5% 4,456 $2.4M
Maple Capital Management, Inc. 0.20% Add +122.6% 4,452 $2.4M
Cooksen Wealth, LLC 2.44% Add +0.1% 4,447 $2.4M
MPS Loria Financial Planners, LLC 0.78% Add +0.6% 4,445 $2.4M
Sharper & Granite LLC 1.15% Add +1.0% 4,443 $2.4M
TPG Advisors LLC 2.06% — 4,442 $2.4M
Aull & Monroe Investment Management Corp 1.19% Reduce -0.1% 4,439 $2.4M
Iron Gate Global Advisors LLC 0.41% Reduce -0.6% 4,438 $2.4M
Cordatus Wealth Management LLC 0.90% Reduce -76.0% 4,434 $2.4M
Eldridge Investment Advisors, Inc. 0.61% Add +3.6% 4,417 $2.4M
Northwest Capital Management Inc 0.88% Reduce -35.0% 4,415 $2.4M
James Investment Research, Inc. 0.29% Reduce -6.2% 4,413 $2.4M
American Trust 0.20% Reduce -57.8% 4,409 $2.4M
Insight Wealth Strategies, LLC 0.34% Add +2.7% 4,405 $2.4M
Annis Gardner Whiting Capital Advisors, LLC 0.68% Add +1.3% 4,386 $2.4M
Signet Financial Management, LLC 0.32% Add +3.6% 4,399 $2.4M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Reduce -67.5% 4,392 $2.4M
Eagle Wealth Strategies LLC 1.93% Reduce -0.7% 4,384 $2.4M
VeraBank, N.A. 0.74% Reduce -31.5% 4,382 $2.4M
Polymer Capital Management (HK) LTD 0.48% New 4,373 $2.4M
Insight 2811, Inc. 1.23% Reduce -13.4% 4,369 $2.4M
Strata Wealth Advisors, LLC 0.82% Reduce -4.6% 4,367 $2.4M
Quantum Private Wealth, LLC 0.84% Reduce -5.1% 4,364 $2.4M
Morton Capital Management LLC 0.56% Add +0.6% 4,361 $2.4M
Northeast Investment Management 0.11% Add +9.3% 4,356 $2.4M
LaSalle St. Investment Advisors, LLC 1.18% Reduce -0.4% 4,338 $2.4M
TruNorth Capital Management, LLC 0.76% Add +46.5% 4,332 $2.4M
Brand Asset Management Group, Inc. 0.99% Reduce -3.4% 4,321 $2.4M
Pin Oak Investment Advisors Inc. 2.25% Reduce -2.7% 4,316 $2.3M
Chesapeake Asset Management LLC 2.25% Reduce -7.8% 4,304 $2.3M
Means Investment Co., Inc. 0.28% Reduce -7.6% 4,302 $2.3M
Traphagen Investment Advisors LLC 0.25% Add +13.1% 4,296 $2.3M
Baldwin Wealth Partners LLC 0.18% Reduce -16.9% 4,293 $2.3M
Sawgrass Asset Management LLC 0.25% No change 4,286 $2.3M
Hall Laurie J Trustee 0.81% Add +1.1% 4,287 $2.3M
Nottingham Advisors, Inc. 0.28% Reduce -0.2% 4,281 $2.3M
Clayton Financial Group LLC 1.01% Add +0.8% 4,446 $2.3M
Stokes Family Office, LLC 0.27% Add +478.9% 4,272 $2.3M
Savior LLC 12.09% Reduce -47.7% 4,270 $2.3M
SP Asset Management LLC 0.21% Add +11.7% 4,243 $2.3M
Curran Financial Partners, LLC 0.77% Add +0.6% 4,235 $2.3M
Coyle Financial Counsel LLC 0.82% No change 4,379 $2.3M
VanderPol Investments L.L.C. 6.94% New 4,200 $2.3M
Roberts Wealth Advisors, LLC 0.78% Reduce -0.4% 4,102 $2.3M
Olde Wealth Management, LLC 0.87% Reduce -8.2% 4,169 $2.3M
Allred Capital Management, LLC 0.87% Reduce -1.1% 4,164 $2.3M
Eagle Rock Investment Company, LLC 0.41% Add +2.5% 4,163 $2.3M
Sterling Investment Counsel, LLC 0.89% Add +6.7% 4,157 $2.3M
WealthShield Partners, LLC 0.34% Add +27.4% 4,144 $2.3M
Staley Capital Advisers Inc. 0.10% Add +50.9% 4,153 $2.3M
Elevation Point Wealth Partners, LLC 0.18% Add +7.9% 4,147 $2.3M
Sheets Smith Wealth Management 0.27% Reduce -2.5% 4,142 $2.3M
Baron Silver Stevens Financial Advisors, LLC 0.43% No change 4,139 $2.3M
Consolidated Portfolio Review Corp 0.53% Add +39.8% 4,139 $2.3M
Shaker Financial Services, LLC 0.91% Add +237.6% 4,125 $2.3M
Sharkey, Howes & Javer 0.36% Add +0.1% 4,135 $2.3M
Empowered Funds, LLC 0.04% Reduce -42.5% 4,135 $2.3M
Wedgewood Investors Inc. 2.67% — 4,132 $2.2M
Stone Summit Wealth LLC 0.80% Add +1.4% 4,116 $2.2M
Kornitzer Capital Management Inc. 0.04% Add +1.0% 4,105 $2.2M
NFSG Corp 0.83% Reduce -14.1% 4,094 $2.2M
Roffman Miller Associates Inc. 0.15% Reduce -3.8% 4,093 $2.2M
Tufton Capital Management 0.43% Add +0.2% 4,093 $2.2M
Cambridge Advisors Inc. 0.52% Add +1.9% 4,091 $2.2M
General Partner, Inc. 1.42% No change 4,088 $2.2M
Prelude Capital Management, LLC 0.19% Reduce -16.7% 4,088 $2.2M
White Lighthouse Investment Management Inc. 0.43% Reduce -7.1% 4,078 $2.2M
Spotlight Asset Group, Inc. 1.55% Reduce -0.8% 4,078 $2.2M
Northstar Group, Inc. 0.44% No change 4,071 $2.2M
T. Rowe Price Associates Inc. 0.00% Reduce -26.1% 4,064 $2.2M
Lokken Investment Group LLC 1.04% Add +5.1% 4,064 $2.2M
Lazari Capital Management, Inc. 0.99% Add +54.6% 4,054 $2.2M
BCR Wealth Strategies, LLC 1.43% Reduce -15.4% 4,051 $2.2M
Davidson Trust Co. 1.52% No change 4,049 $2.2M
Grandfield & Dodd, LLC 0.14% No change 4,045 $2.2M
Summit X, LLC 0.49% Add +54.9% 4,011 $2.2M
Capital Research Global Investors 0.00% Add +63.5% 4,027 $2.2M
Obsidian Cio, LLC 0.52% Add +76.6% 4,039 $2.2M
Hilltop National Bank 0.71% Reduce -0.2% 4,036 $2.2M
Interchange Capital Partners, LLC 0.81% Add +33.9% 5,825 $2.2M
OMNI 360 Wealth, Inc. 1.66% Reduce -3.2% 4,019 $2.2M
Parker Financial LLC 1.19% Reduce -10.9% 4,012 $2.2M
City State Bank 0.89% Reduce -1.0% 4,010 $2.2M
Agate Pass Investment Management, LLC 1.16% Add +3.1% 4,001 $2.2M
Shay Capital LLC 0.61% New 4,000 $2.2M
WNY Asset Management, LLC 0.29% Reduce -27.4% 4,000 $2.2M
Synergy Asset Management, LLC 0.34% Add +6.9% 3,992 $2.2M
Arista Wealth Management, LLC 0.57% Add +102.0% 3,981 $2.2M
Black Diamond Financial, LLC 0.42% Add +1.1% 3,981 $2.2M
Stonegate Investment Group, LLC 0.06% Add +188.0% 3,972 $2.2M
Team Hewins, LLC 0.90% Reduce -0.9% 3,954 $2.2M
Delta Asset Management LLC 0.19% Add +23.2% 3,960 $2.2M
Summit Global Investments 0.15% Reduce -1.0% 3,949 $2.1M
Peoples Bank 1.67% Reduce -0.5% 3,941 $2.1M
Allegiance Financial Group Advisory Services LLC 0.82% Add +0.2% 3,935 $2.1M
Altfest L J & Co. Inc. 0.29% Reduce -28.5% 3,931 $2.1M
Barr E S & Co. 0.14% Add +2.5% 3,928 $2.1M
Oxbow Advisors, LLC 0.26% Reduce -0.3% 3,924 $2.1M
Sculati Wealth Management, LLC 0.91% Reduce -0.1% 3,916 $2.1M
Astoria Portfolio Advisors LLC. 0.76% Add +1.2% 3,897 $2.1M
Denver Wealth Management, Inc. 1.06% Add +6.6% 3,887 $2.1M
Private Capital Management LLC 0.42% Add +58.3% 3,881 $2.1M
Moss Adams Wealth Advisors LLC 0.29% Add +2.4% 3,865 $2.1M
Trail Ridge Investment Advisors, LLC 1.09% Reduce -7.5% 3,877 $2.1M
CCG Wealth Management, LLC 1.19% Reduce -1.6% 3,874 $2.1M
Integral Investment Advisors, Inc. 0.78% Add +84.6% 3,848 $2.1M
Capstone Financial Advisors, Inc. 0.14% Add +4.4% 3,858 $2.1M
Greenfield Savings Bank 1.08% Add +8.7% 3,856 $2.1M
JSF Financial, LLC 0.64% Add +0.7% 3,855 $2.1M
Stoneridge Investment Partners LLC 0.79% Add +2.4% 3,845 $2.1M
OneAscent Financial Services LLC 0.29% Add +5.8% 3,845 $2.1M
Selective Wealth Management, Inc. 0.92% Reduce -2.0% 3,765 $2.1M
Droms Strauss Advisors Inc. /Mo/ 0.76% Add +2.4% 3,844 $2.1M
First County Bank 1.07% Reduce -58.8% 3,827 $2.1M
Affinity Wealth Management LLC 0.38% Reduce -17.6% 3,825 $2.1M
McDaniel Terry & Co. 0.18% No change 3,816 $2.1M
Archford Capital Strategies, LLC 0.34% Add +1.4% 3,812 $2.1M
Falcon Wealth Planning 0.27% Add +1.8% 3,797 $2.1M
Bank of Nova Scotia Trust Co. 0.23% No change 3,795 $2.1M
Independent Wealth Network Inc. 0.96% Add +1.4% 3,787 $2.1M
BCS Wealth Management 1.00% Add +4.7% 3,786 $2.1M
Silvia McColl Wealth Management, LLC 1.70% No change 3,785 $2.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.53% No change 3,783 $2.1M
Canal Capital Management, LLC 0.35% Add +6.4% 3,782 $2.1M
FMB Wealth Management 1.56% No change 3,775 $2.1M
Orcam Financial Group 2.20% No change 3,765 $2.0M
Sierra Summit Advisors LLC 0.51% Add +18.5% 3,764 $2.0M
Hyman Charles D 0.11% Reduce -0.6% 3,753 $2.0M
Disciplined Investments, LLC 1.09% Reduce -0.2% 3,745 $2.0M
MontVue Capital Management, Inc. 1.62% Add +2.9% 3,741 $2.0M
Spring Capital Management, LLC 1.61% Add +17.7% 4,590 $2.0M
LGT Financial Advisors LLC 4.29% Reduce -7.4% 3,737 $2.0M
Wagner Wealth Management, LLC 0.61% Add +6.7% 3,737 $2.0M
Facet Wealth, Inc. 0.06% Add +9.3% 3,742 $2.0M
Blue Chip Partners, LLC 0.19% Add +0.1% 3,726 $2.0M
Renaissance Investment Group LLC 0.44% Add +1.6% 3,647 $2.0M
American Planning Services, Inc. 1.42% Add +0.6% 3,720 $2.0M
McBroom & Associates, LLC 1.27% Reduce -1.9% 3,718 $2.0M
Ingalls & Snyder LLC 0.09% Add +2.0% 3,711 $2.0M
Graham Capital Management, L.P. 0.13% Add +516.8% 3,701 $2.0M
Melfa Wealth Management, Inc. 1.41% Add +15.7% 3,698 $2.0M
CFO4Life Group, LLC 0.38% Reduce -5.6% 3,696 $2.0M
Graybill Wealth Management, LTD. 0.82% Add +69.6% 3,693 $2.0M
ICW Investment Advisors LLC 0.91% Add +1.3% 3,678 $2.0M
Ransom Advisory, Ltd 1.00% Reduce -1.4% 3,667 $2.0M
Modus Advisors, LLC 0.71% Reduce -1.0% 3,667 $2.0M
ARS Wealth Advisors Group, LLC 0.26% Reduce -1.1% 3,663 $2.0M
Leith Wheeler Investment Counsel Ltd. 0.17% Add +24.8% 3,661 $2.0M
Forthright Family Wealth Advisory LLC 1.28% No change 3,655 $2.0M
Safeguard Financial, LLC 0.55% Add +2.3% 3,646 $2.0M
Headinvest, LLC 0.39% Reduce -8.7% 3,645 $2.0M
Logan Capital Management Inc. 0.09% Add +0.0% 3,644 $2.0M
Red Wave Investments LLC 0.73% No change 3,643 $2.0M
Lakeridge Wealth Management LLC 1.19% Add +129.8% 3,635 $2.0M
EMC Capital Management 1.14% Reduce -24.6% 3,620 $2.0M
Checchi Capital Advisers, LLC 0.16% Add +6.2% 3,615 $2.0M
TMD Wealth Management, LLC 0.43% Reduce -0.8% 3,608 $2.0M
Wynn Capital, LLC 1.45% Reduce -0.4% 3,604 $2.0M
Sentry LLC 0.36% No change 3,594 $2.0M
J.P. Marvel Investment Advisors, LLC 0.32% No change 3,593 $2.0M
Legacy Private Trust Co. 0.14% Add +2.5% 3,591 $2.0M
Main Street Research LLC 0.13% Add +20.3% 3,577 $2.0M
Oberweis Asset Management Inc./ 0.12% Add +0.3% 3,585 $2.0M
Wallace Advisory Group, LLC 1.40% Add +2.2% 3,579 $1.9M
GW Henssler & Associates Ltd. 0.12% Add +2.7% 3,579 $1.9M
Mogy Joel R Investment Counsel Inc. 0.12% Reduce -3.4% 3,575 $1.9M
Maripau Wealth Management LLC 1.33% Add +16.0% 3,560 $1.9M
Arbor Wealth Advisors LLC 1.91% No change 3,558 $1.9M
Lynx Investment Advisory 1.43% — 3,551 $1.9M
Sage Advisors, LLC 1.57% Add +4.7% 3,551 $1.9M
RTD Financial Advisors, Inc. 0.26% Reduce -11.6% 3,549 $1.9M
Marshall Financial Group, LLC 0.54% Reduce -5.4% 3,533 $1.9M
WealthPLAN Partners, LLC 0.21% Add +1.8% 3,528 $1.9M
Permanens Capital L.P. 0.20% Add +7.2% 3,512 $1.9M
Whalerock Point Partners, LLC 0.51% No change 3,519 $1.9M
Country Trust Bank 0.05% Reduce -12.8% 3,519 $1.9M
Fiduciary Family Office, LLC 0.75% Add +12.8% 3,507 $1.9M
McCarthy & Cox 0.73% Reduce -10.2% 3,503 $1.9M
Liberty Capital Management, Inc. 0.45% Add +30.9% 3,501 $1.9M
Cherry Tree Wealth Management, LLC 0.48% Reduce -0.4% 3,498 $1.9M
Red Door Wealth Management, LLC 0.34% Add +11.9% 3,495 $1.9M
WJ Wealth Management, LLC 0.69% Reduce -6.7% 3,489 $1.9M
Manchester Financial Inc. 0.47% Add +0.4% 3,484 $1.9M
Walden Wealth Partners LLC 1.06% No change 3,482 $1.9M
Campbell Wealth Management 0.61% Add +1.1% 3,481 $1.9M
SignalPoint Asset Management, LLC 0.50% Reduce -4.8% 3,471 $1.9M
Maia Wealth LLC 0.57% — 3,362 $1.9M
American Capital Advisory, LLC 1.35% Reduce -9.2% 3,966 $1.9M
Sterling Investment Advisors, Ltd. 0.51% Add +0.7% 3,464 $1.9M
Nomura Asset Management Co. Ltd. 0.01% Reduce -47.3% 3,442 $1.9M
Weaver Consulting Group 0.65% Reduce -5.0% 3,441 $1.9M
Valley National Advisers Inc. 0.28% Reduce -7.8% 3,438 $1.9M
Bright Financial Advisors, Inc. 1.31% No change 3,408 $1.9M
Naviter Wealth, LLC 0.28% Add +95.2% 3,395 $1.9M
Wunderlich Capital Managemnt 0.83% Reduce -4.3% 3,403 $1.9M
Everpar Advisors LLC 0.93% Reduce -5.6% 3,397 $1.8M
Arbor Investment Advisors, LLC 0.27% Add +0.0% 3,395 $1.8M
360 Financial, Inc. 0.70% Add +0.6% 3,391 $1.8M
Lantern Wealth Advisors, LLC 1.34% Reduce -1.3% 3,390 $1.8M
McKinley Carter Wealth Services, Inc. 0.12% No change 3,387 $1.8M
Smith Salley Wealth Management 0.13% Reduce -3.2% 3,378 $1.8M
Uptick Partners, LLC 1.41% No change 3,512 $1.8M
Edgar Lomax Co. 0.12% No change 3,368 $1.8M
Significant Wealth Partners LLC 1.03% Add +1.1% 3,367 $1.8M
Curbstone Financial Management Corp 0.40% Add +6.4% 3,347 $1.8M
Vestor Capital, LLC 0.15% Reduce -5.0% 3,345 $1.8M
Farmers & Merchants Trust Co of Chambersburg PA 0.73% Reduce -10.8% 3,340 $1.8M
Garner Asset Management Corp 0.67% Add +0.0% 3,341 $1.8M
Summit Asset Management, LLC 0.21% Reduce -2.9% 3,340 $1.8M
Hutchinson Capital Management 0.37% Reduce -1.4% 3,324 $1.8M
Kohmann Bosshard Financial Services, LLC 0.24% No change 3,323 $1.8M
River Wealth Advisors LLC 0.26% Add +9.5% 3,322 $1.8M
9258 Wealth Management, LLC 0.28% Add +0.5% 3,318 $1.8M
Family Asset Management, LLC 1.16% Add +0.0% 3,318 $1.8M
Consilium Wealth Advisory, LLC 0.99% Add +28.8% 3,317 $1.8M
Halter Ferguson Financial Inc. 1.28% Add +1.1% 3,303 $1.8M
NorthStar Asset Management LLC 1.25% Reduce -1.9% 3,301 $1.8M
Ghisallo Capital Management LLC 0.16% Reduce -61.5% 3,300 $1.8M
Ascent Group, LLC 0.15% Reduce -0.1% 3,299 $1.8M
Claret Asset Management Corp 0.32% Reduce -4.1% 3,297 $1.8M
Priebe Wealth Holdings LLC 1.42% Reduce -4.1% 3,291 $1.8M
Optimist Retirement Group LLC 0.94% No change 3,285 $1.8M
Financial Security Advisor, Inc. 0.60% Reduce -3.4% 3,272 $1.8M
Redwood Investment Management, LLC 0.15% Add +93.6% 3,280 $1.8M
Auour Investments LLC 0.66% Add +0.4% 3,280 $1.8M
D. Scott Neal, Inc. 0.99% Add +0.2% 3,259 $1.8M
Congress Asset Management Co. 0.01% Add +1.5% 3,241 $1.8M
Cowa, LLC 0.94% No change 3,235 $1.8M
Widmann Financial Services, Inc. 1.43% Reduce -1.3% 3,235 $1.8M
Wellington Shields & Co., LLC 0.57% Add +31.4% 3,234 $1.8M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.24% No change 3,225 $1.8M
Randolph Co Inc 0.22% No change 3,223 $1.8M
Exchange Capital Management, Inc. 0.29% Reduce -3.7% 3,221 $1.8M
FourThought Financial Partners, LLC 0.22% Add +10.4% 3,212 $1.7M
Meyer Handelman Co. 0.06% Add +16.7% 3,210 $1.7M
First PREMIER Bank 0.47% No change 3,209 $1.7M
Shaker Investments LLC 0.76% Add +1.6% 3,203 $1.7M
Formidable Asset Management, LLC 0.28% Add +3.5% 4,169 $1.7M
Altus Wealth Management, LLC 0.83% Add +0.9% 3,171 $1.7M
Fernwood Investment Management, LLC 0.54% Reduce -98.3% 3,169 $1.7M
Powell Investment Advisors, LLC 0.89% Reduce -0.6% 3,158 $1.7M
Wambolt & Associates, LLC 0.50% Reduce -0.2% 3,159 $1.7M
Strategies Wealth Advisors, LLC 0.25% New 3,161 $1.7M
BOK Financial Private Wealth, Inc. 0.12% No change 3,142 $1.7M
United Advisor Group, LLC 0.53% Reduce -12.9% 3,150 $1.7M
WMG Financial Advisors, LLC 0.91% Add +8.0% 3,149 $1.7M
Fulton Bank, N.A. 0.07% Add +25.7% 3,148 $1.7M
Hanson & Doremus Investment Management 0.29% Add +3.3% 3,145 $1.7M
Violich Capital Management, Inc. 0.23% Add +4.2% 3,140 $1.7M
Geneva Partners, LLC 0.70% Reduce -11.7% 3,140 $1.7M
Cassady Schiller Wealth Management, LLC 0.69% Reduce -1.2% 3,140 $1.7M
Equita Financial Network, Inc. 0.71% No change 3,136 $1.7M
Savvy Advisors, Inc. 0.56% Add +118.5% 3,133 $1.7M
Peninsula Asset Management Inc. 0.94% Reduce -25.1% 3,129 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -15.2% 3,126 $1.7M
Navellier & Associates Inc. 0.20% No change 3,122 $1.7M
WESCAP Management Group, Inc. 0.48% Reduce -3.3% 3,121 $1.7M
White Knight Strategic Wealth Advisors, LLC 1.69% Reduce -6.7% 3,116 $1.7M
Meeder Advisory Services, Inc. 0.12% Add +31.8% 3,112 $1.7M
Prairie Sky Financial Group LLC 1.05% Add +0.2% 3,106 $1.7M
Congress Park Capital LLC 0.68% Reduce -5.3% 3,103 $1.7M
Bill Few Associates, Inc. 0.65% No change 3,095 $1.7M
CFS Investment Advisory Services, LLC 0.14% Reduce -3.0% 3,089 $1.7M
Cranbrook Wealth Management, LLC 0.41% Reduce -5.6% 3,081 $1.7M
TrueWealth Financial Partners 1.08% Add +0.3% 3,067 $1.7M
CORDA Investment Management, LLC. 0.14% Reduce -4.6% 3,066 $1.7M
GAMMA Investing LLC 0.23% Add +27.0% 3,065 $1.7M
Wealth Group Ltd 0.50% Reduce -0.5% 3,064 $1.7M
Bank of Marin 1.44% Reduce -2.5% 3,063 $1.7M
CoreFirst Bank & Trust 1.12% No change 3,061 $1.7M
Clean Yield Group 0.62% Add +34.3% 3,061 $1.7M
Vaughan David Investments LLC 0.04% Reduce -27.7% 3,058 $1.7M
Costello Asset Management, INC 1.24% Add +23.0% 3,046 $1.7M
Ayrshire Capital Management LLC 0.84% Reduce -0.5% 3,044 $1.7M
Coombe, Bender & Co LLC 0.97% Add +0.4% 3,041 $1.7M
MSH Capital Advisors LLC 0.55% Add +3.3% 3,033 $1.7M
TFC Financial Management, Inc. 0.29% Reduce -5.7% 3,026 $1.6M
Integrity Wealth Solutions LLC 1.07% Reduce -37.9% 3,007 $1.6M
Meridian Financial Advisors, LLC 1.18% No change 3,003 $1.6M
Chartwell Investment Partners, LLC 0.06% No change 3,003 $1.6M
Nordwand Advisors, LLC 0.71% No change 3,000 $1.6M
HITE Hedge Asset Management LLC 0.16% No change 3,000 $1.6M
Legacy Financial Group LLC 0.32% Reduce -0.8% 2,997 $1.6M
LVW Advisors, LLC 0.24% Add +13.1% 2,995 $1.6M
Beta Wealth Group, Inc. 0.77% Add +169.8% 2,992 $1.6M
Taylor Financial Group, Inc. 1.25% Reduce -0.0% 2,992 $1.6M
Prosperity Financial Group, Inc. 1.03% Add +3.7% 2,991 $1.6M
Investment Advisory Services Inc. /TX 0.60% No change 2,990 $1.6M
Chickasaw Capital Management LLC 0.07% Reduce -6.7% 2,981 $1.6M
Gilliland Jeter Wealth Management LLC 0.54% Add +1.6% 2,970 $1.6M
WealthPlan Investment Management, LLC 0.24% Add +22.6% 2,965 $1.6M
MA Private Wealth 0.32% Reduce -2.5% 2,963 $1.6M
Richardson Financial Services Inc. 1.16% Reduce -1.0% 2,959 $1.6M
Clearwater Capital Advisors, LLC 0.17% Reduce -13.4% 2,952 $1.6M
Mattern Capital Management, LLC 0.22% No change 2,951 $1.6M
Exchange Bank 1.36% Add +8.5% 2,950 $1.6M
HBW Advisory Services LLC 0.27% Add +24.4% 2,947 $1.6M
High Probability Advisors, LLC 0.29% Reduce -6.5% 2,944 $1.6M
Fairview Capital Investment Management, LLC 0.09% Reduce -5.5% 2,940 $1.6M
Lumbard & Kellner, LLC 0.75% No change 2,932 $1.6M
Front Row Advisors LLC 0.55% Add +1.3% 2,909 $1.6M
Empire Financial Management Company, LLC 0.52% Reduce -3.2% 2,905 $1.6M
Front Street Capital Management, Inc. 0.30% Add +52.4% 2,904 $1.6M
W.H. Cornerstone Investments Inc. 1.12% Reduce -1.0% 2,897 $1.6M
Forte Capital LLC 0.19% Reduce -8.9% 2,894 $1.6M
Citizens & Northern Corp. 0.49% Reduce -1.5% 2,889 $1.6M
Mandatum Life Insurance Co Ltd 0.53% No change 2,885 $1.6M
Birch Hill Investment Advisors LLC 0.08% No change 2,882 $1.6M
Frisch Financial Group, Inc. 0.47% Add +42.6% 4,106 $1.6M
Parkside Advisors LLC 0.40% Reduce -5.4% 2,868 $1.6M
Rinkey Investments 0.56% Add +48.5% 2,876 $1.6M
Register Financial Advisors LLC 0.79% Add +0.0% 2,872 $1.6M
Capital CS Group, LLC 1.80% Add +4.4% 2,871 $1.6M
Cypress Asset Management Inc. 0.40% Add +49.9% 2,592 $1.6M
LaFleur & Godfrey LLC 0.23% No change 2,867 $1.6M
Fermata Advisors, LLC 0.36% Add +1.9% 2,856 $1.6M
Culbertson A N & Co. Inc. 0.27% Reduce -17.0% 2,846 $1.5M
Old Port Advisors 0.46% Add +2.6% 2,842 $1.5M
Ulland Investment Advisors, LLC 1.18% Reduce -0.7% 2,841 $1.5M
Private Capital Advisors, Inc. 0.17% Add +5.2% 2,836 $1.5M
Greystone Financial Group, LLC 0.30% Add +90.5% 2,834 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.51% Add +0.3% 2,829 $1.5M
Westbourne Investment Advisors, Inc. 0.55% Add +4.1% 2,814 $1.5M
Core Wealth Advisors, Inc. 0.52% Add +5.2% 2,794 $1.5M
DGS Capital Management, LLC 0.43% Add +3.2% 2,785 $1.5M
Philadelphia Trust Co. 0.12% No change 2,783 $1.5M
Cambridge Financial Group, LLC 0.69% No change 2,783 $1.5M
Goodman Financial Corp 0.34% No change 2,771 $1.5M
Sutton Place Investors LLC 1.00% No change 2,768 $1.5M
Suncoast Equity Management 0.17% Add +4.8% 2,766 $1.5M
Retirement Guys Formula LLC 0.72% Add +6.9% 2,762 $1.5M
Capital Investment Counsel, LLC 0.29% Add +3.2% 2,751 $1.5M
Valtinson Bruner Financial Planning LLC 0.59% Reduce -1.4% 2,748 $1.5M
Professional Advisory Services Inc. 0.19% Reduce -1.4% 2,742 $1.5M
Cannon Financial Strategists, Inc. 0.28% Add +304.7% 2,736 $1.5M
Lantz Financial LLC 0.46% Add +15.8% 2,735 $1.5M
Delta Financial Group, Inc. 0.62% Reduce -0.8% 2,731 $1.5M
Bourgeon Capital Management LLC 0.29% Reduce -12.7% 2,727 $1.5M
Capital Planning Advisors, LLC 0.25% Add +1.4% 2,727 $1.5M
Sterling Financial Planning, Inc. 0.60% Add +1.0% 2,720 $1.5M
BlackDiamond Wealth Management, LLC 0.97% Add +2.7% 2,785 $1.5M
Trillium Asset Management, LLC 0.04% Reduce -9.8% 2,713 $1.5M
Chemistry Wealth Management LLC 0.38% Add +0.4% 2,692 $1.5M
Riverstone Advisors, LLC 0.90% No change 2,689 $1.5M
Fortem Financial Group, LLC 0.63% Add +0.2% 2,687 $1.5M
Triton Wealth Management, PLLC 0.85% Reduce -1.6% 2,639 $1.5M
Heritage Financial Services, LLC 0.21% Reduce -4.0% 2,682 $1.5M
Lee Danner & Bass Inc. 0.11% — 2,681 $1.5M
Financial Council, LLC 0.81% Add +0.1% 2,672 $1.5M
American Capital Management Inc. 0.05% No change 2,666 $1.5M
Cambridge Capital Management, LLC 1.07% No change 2,666 $1.5M
Wallace Capital Management Inc. 0.21% No change 2,664 $1.4M
Whitaker-Myers Wealth Managers, LTD. 0.54% Reduce -7.7% 2,663 $1.4M
FreeGulliver LLC 0.99% Add +31.4% 2,661 $1.4M
Chilton Investment Co. Inc. 0.04% Add +0.3% 2,654 $1.4M
First Personal Financial Services 0.33% Add +0.3% 2,653 $1.4M
Proathlete Wealth Management LLC 0.68% Add +0.3% 2,652 $1.4M
Aire Advisors, LLC 0.33% Reduce -0.5% 2,647 $1.4M
FSA Advisors, Inc. 1.50% Add +9.9% 2,691 $1.4M
Resources Management Corp. /CT/ 0.21% Add +1.6% 2,645 $1.4M
JT Stratford LLC 0.27% Add +9.1% 2,643 $1.4M
Spectrum Asset Management, Inc. (NB/CA) 0.67% Add +3.7% 2,633 $1.4M
SS&H Financial Advisors, Inc. 0.56% No change 2,640 $1.4M
CNB Bank 0.69% Reduce -3.5% 2,634 $1.4M
Steigerwald, Gordon & Koch Inc. 0.17% Add +0.0% 2,628 $1.4M
Girard Partners LTD. 0.14% Reduce -1.4% 2,625 $1.4M
Cordgrass Capital Advisors, LLC 0.45% Reduce -23.1% 2,620 $1.4M
Occidental Asset Management, LLC 0.25% Add +1.9% 2,620 $1.4M
Caitlin John, LLC 1.04% Reduce -8.7% 2,616 $1.4M
Long Road Investment Counsel, LLC 0.62% Add +26.6% 2,614 $1.4M
Martel Wealth Advisors LLC 0.31% Reduce -19.6% 2,615 $1.4M
Old Mission Investment Co LLC 0.46% Add +0.1% 2,612 $1.4M
Wellington Shields Capital Management, LLC 0.26% Add +19.6% 2,607 $1.4M
Clarity Capital Partners LLC 0.87% Add +0.4% 2,606 $1.4M
O'ROURKE & COMPANY, Inc 0.80% Add +7.6% 2,597 $1.4M
Wexford Capital LP 0.36% Reduce -32.2% 2,596 $1.4M
Darden Wealth Group Inc 0.85% Add +11.8% 2,596 $1.4M
Triangle Securities Wealth Management 0.40% Reduce -1.2% 2,594 $1.4M
Narus Financial Partners, LLC 0.57% Add +0.3% 2,590 $1.4M
Beaton Management Co. Inc. 0.76% Add +43.5% 2,589 $1.4M
Founders Financial Securities LLC 0.13% Add +7.5% 2,583 $1.4M
RiverGlades Family Offices LLC 1.09% No change 2,571 $1.4M
Oarsman Capital, Inc. 0.31% Reduce -1.0% 2,563 $1.4M
Southeast Asset Advisors, LLC 0.17% Add +0.0% 2,558 $1.4M
Palouse Capital Management, Inc. 0.93% Reduce -7.6% 2,557 $1.4M
Monterey Private Wealth, Inc. 0.52% Reduce -1.0% 2,556 $1.4M
Austin Wealth Management, LLC 0.32% Add +37.3% 2,491 $1.4M
Grant/GrossMendelsohn, LLC 0.63% Add +0.0% 2,546 $1.4M
Upper Left Wealth Management, LLC 1.26% Add +0.4% 2,545 $1.4M
Castle Wealth Management LLC 0.66% Add +14.2% 2,517 $1.4M
WoodTrust Financial Corp 0.21% New 2,516 $1.4M
Blodgett Wealth Advisors, LLC 1.16% No change 2,504 $1.4M
Primoris Wealth Advisors, LLC 1.09% No change 2,500 $1.4M
State Farm Mutual Automobile Insurance Co. 0.00% No change 2,500 $1.4M
JNBA Financial Advisors 0.14% Reduce -10.5% 2,499 $1.4M
Acorn Wealth Advisors, LLC 0.67% Add +1.2% 2,496 $1.4M
Matthew Goff Investment Advisor, LLC 0.28% Add +0.2% 2,495 $1.4M
Dana Investment Advisors, Inc. 0.05% Add +3.1% 2,489 $1.4M
49 Wealth Management, LLC 0.27% Add +6.6% 2,476 $1.4M
Rockline Wealth Management, LLC 0.42% Add +110.0% 2,478 $1.3M
Bleichroeder LP 0.40% No change 2,470 $1.3M
MBA Advisors LLC 0.69% Reduce -5.1% 2,466 $1.3M
Investors Asset Management of Georgia Inc. /Ga/ 0.65% Add +15.4% 2,459 $1.3M
Wealth Alliance Advisory Group, LLC 0.30% Reduce -0.6% 2,455 $1.3M
Saxony Capital Management, LLC 1.47% Reduce -47.2% 2,450 $1.3M
First Command Advisory Services, Inc. 0.01% Reduce -2.3% 2,447 $1.3M
Monetary Management Group Inc. 0.35% Add +7.8% 2,440 $1.3M
SYM FINANCIAL Corp 0.21% Add +12.1% 2,440 $1.3M
Palo Alto Wealth Advisors, LLC 0.92% Reduce -7.9% 2,428 $1.3M
Able Wealth Management LLC 1.09% Reduce -2.3% 2,425 $1.3M
Tranquility Partners, LLC 0.51% Add +2.3% 2,421 $1.3M
Gallagher Fiduciary Advisors, LLC 0.30% Reduce -2.3% 2,420 $1.3M
Bradley & Co. Private Wealth Management, LLC 0.97% No change 2,416 $1.3M
Financial Network Wealth Advisors LLC 0.98% Add +13.4% 2,404 $1.3M
Moisand Fitzgerald Tamayo, LLC 0.20% Add +2.1% 2,403 $1.3M
EagleClaw Capital Managment, LLC 0.23% Add +14.3% 2,398 $1.3M
Townsend Asset Management Corp. /NC/ 0.51% Add +0.9% 2,397 $1.3M
Valicenti Advisory Services Inc. 0.35% Reduce -2.3% 2,389 $1.3M
Roof Eidam Maycock Peralta, LLC 0.35% Reduce -15.8% 2,389 $1.3M
Criterion Capital Advisors, LLC 0.82% Add +70.0% 2,388 $1.3M
Sensible Money, LLC 0.63% Add +4.5% 2,384 $1.3M
Dearborn Partners LLC 0.06% Reduce -4.3% 2,383 $1.3M
Collaborative Wealth Managment Inc. 0.63% No change 2,382 $1.3M
Awm Capital, LLC 0.20% Reduce -2.9% 2,382 $1.3M
Silverleafe Capital Partners, LLC 0.45% Reduce -55.5% 2,368 $1.3M
D.B. Root & Company, LLC 0.44% Add +38.6% 2,367 $1.3M
Fingerlakes Wealth Management, Inc. 1.15% Reduce -0.7% 2,358 $1.3M
FSM Wealth Advisors, LLC 0.43% Add +0.2% 2,355 $1.3M
Gilman Hill Asset Management, LLC 0.23% Add +2.8% 2,351 $1.3M
LexAurum Advisors, LLC 0.31% Reduce -4.3% 2,348 $1.3M
Yeomans Consulting Group, Inc. 0.49% Reduce -1.3% 2,347 $1.3M
Bruce G. Allen Investments, LLC 1.07% Add +0.3% 2,346 $1.3M
Alpha Omega Wealth Management LLC 0.24% Add +0.5% 2,336 $1.3M
Stonebridge Capital Advisors LLC 0.11% Reduce -31.0% 2,333 $1.3M
HBK Investments L P 0.04% New 2,328 $1.3M
Assetmark, Inc. 0.00% Add +6.8% 2,324 $1.3M
Penbrook Management LLC 0.77% Reduce -4.1% 2,315 $1.3M
Hudson Value Partners, LLC 0.53% Reduce -1.1% 2,315 $1.3M
Northwest Investment Counselors, LLC 0.32% Reduce -1.9% 2,313 $1.3M
Richard W. Paul & Associates, LLC 0.48% Reduce -18.2% 2,306 $1.3M
Beirne Wealth Consulting Services, LLC 0.51% Add +0.1% 2,297 $1.3M
Toth Financial Advisory Corp. 0.16% Reduce -46.6% 2,303 $1.3M
Midwest Financial Group LLC 0.80% Add +3.0% 2,301 $1.3M
ESL Trust Services, LLC 0.31% Reduce -0.4% 2,302 $1.3M
Baker Boyer National Bank 0.44% Reduce -0.2% 2,298 $1.3M
Signal Advisors Wealth, LLC 2.73% Reduce -90.5% 2,288 $1.2M
UNIVEST FINANCIAL Corp 0.35% No change 2,294 $1.2M
Alaethes Wealth, LLC 0.52% Add +91.1% 2,286 $1.2M
Janney Capital Management LLC 0.09% Reduce -29.8% 2,283 $1.2M
Intellectus Partners, LLC 0.34% Add +1.8% 2,274 $1.2M
Consilio Wealth Advisors, LLC 0.56% Reduce -0.3% 2,279 $1.2M
Welch Group, LLC 0.06% Reduce -0.7% 2,278 $1.2M
Bell Investment Advisors, Inc 0.24% Add +0.1% 2,277 $1.2M
Missouri Trust & Investment Co 0.47% Add +0.1% 2,274 $1.2M
Excalibur Management Corp. 0.50% Reduce -0.1% 2,268 $1.2M
Atwood & Palmer Inc. 0.09% Reduce -8.6% 2,268 $1.2M
Kuhn & Co Investment Counsel 1.11% Add +0.2% 2,266 $1.2M
Parthenon LLC 0.16% No change 2,266 $1.2M
American Financial Advisors, LLC 0.18% Add +0.8% 2,262 $1.2M
Leisure Capital Management 0.57% Add +0.8% 2,258 $1.2M
Ballast Advisors LLC 0.39% Reduce -4.8% 2,258 $1.2M
Shelton Capital Management 0.03% Reduce -95.0% 2,256 $1.2M
Davis Capital Management 1.07% Add +0.1% 2,249 $1.2M
Cutler Investment Counsel LLC 0.17% Reduce -2.3% 2,244 $1.2M
Westwood Wealth Management 0.48% No change 2,251 $1.2M
Pekin Hardy Strauss, Inc. 0.17% Add +0.8% 2,248 $1.2M
Darrow Company, Inc. 0.80% Reduce -0.3% 2,247 $1.2M
Seizert Capital Partners, LLC 0.06% New 2,243 $1.2M
Granite Bay Wealth Management, LLC 0.65% Reduce -67.9% 2,240 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.29% Add +0.6% 2,239 $1.2M
Francis Financial, Inc. 0.37% No change 2,237 $1.2M
DORCHESTER WEALTH MANAGEMENT Co 0.24% Reduce -0.3% 2,236 $1.2M
Clearbridge Investments, LLC 0.00% Add +143.5% 2,228 $1.2M
Armor Investment Advisors, LLC 0.56% No change 2,223 $1.2M
FinTrust Capital Advisors, LLC 0.22% No change 2,222 $1.2M
PrairieView Partners, LLC 0.14% No change 2,222 $1.2M
Archer Investment Corp 0.35% Add +15.5% 2,220 $1.2M
Hiley Hunt Wealth Management 0.74% Reduce -0.9% 2,216 $1.2M
Bordeaux Wealth Advisors LLC 0.23% Reduce -1.9% 2,215 $1.2M
Kavar Capital Partners Group, LLC 0.22% Reduce -0.9% 2,213 $1.2M
Beck Bode, LLC 0.24% Reduce -30.3% 2,212 $1.2M
3Chopt Investment Partners, LLC 0.37% New 2,203 $1.2M
Levy Wealth Management Group, LLC 0.31% Reduce -5.8% 2,209 $1.2M
Trevian Wealth Management LLC 5.99% Reduce -1.6% 2,208 $1.2M
Sebold Capital Management, Inc. 0.83% Reduce -0.5% 2,207 $1.2M
Fiduciary Group, LLC 0.13% Reduce -0.8% 2,204 $1.2M
Von Berge Wealth Management Group, LLC 0.76% Add +0.1% 2,198 $1.2M
Atlanta Consulting Group Advisors, LLC 0.26% No change 2,200 $1.2M
Mayport, LLC 0.43% Add +2.3% 2,195 $1.2M
Bellecapital International Ltd. 0.26% Add +4.5% 2,191 $1.2M
Blackston Financial Advisory Group, LLC 0.67% Add +4.2% 2,190 $1.2M
Jackson Wealth Management, LLC 0.26% Reduce -41.6% 2,186 $1.2M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.68% Add +0.1% 2,181 $1.2M
Cardinal Point Capital Management ULC 0.21% New 2,166 $1.2M
Fortune Financial Advisors, LLC 0.72% Reduce -0.6% 2,169 $1.2M
Miramar Capital, LLC 0.29% Add +0.3% 2,166 $1.2M
VAUGHAN & Co SECURITIES, INC. 0.74% Reduce -0.3% 2,165 $1.2M
Brooks, Moore & Associates, Inc. 0.76% No change 2,165 $1.2M
Charles Schwab Trust Co 0.11% Reduce -4.1% 2,163 $1.2M
Northeast Financial Group, Inc. 0.50% Reduce -4.8% 2,162 $1.2M
Trust Co of Tennessee 0.42% — 2,158 $1.2M
Northstar Advisory Group, LLC 0.67% Reduce -11.2% 2,152 $1.2M
Friedenthal Financial 0.73% Reduce -16.8% 2,152 $1.2M
Robinson Smith Wealth Advisors LLC 1.03% Add +0.1% 2,151 $1.2M
N.E.W. Advisory Services LLC 0.13% Add +3.2% 2,148 $1.2M
Angeles Investment Advisors, LLC 0.06% Add +5.6% 2,140 $1.2M
Mark Sheptoff Financial Planning, LLC 0.65% Add +0.3% 2,146 $1.2M
Wolff Wiese Magana LLC 0.92% Add +46.8% 2,127 $1.2M
Massachusetts Wealth Management 0.78% Reduce -4.2% 2,125 $1.2M
NCP Inc. 0.73% Add +4.4% 2,124 $1.2M
Alpha Financial Partners LLC 1.00% Reduce -1.3% 2,123 $1.2M
WealthBridge Investment Counsel Inc. 0.44% Reduce -26.6% 2,122 $1.2M
McGuire Investment Group, LLC 0.17% No change 2,121 $1.2M
Heritage Investors Management Corp. 0.04% Reduce -5.4% 2,116 $1.2M
Capital Investment Counsel, Inc 0.17% Add +4.0% 2,114 $1.2M
United Community Bank 0.46% Reduce -44.4% 2,107 $1.1M
Cape Ann Savings Bank 0.71% No change 2,104 $1.1M
Garrison Point Advisors, LLC 0.75% Reduce -41.9% 2,099 $1.1M
L. Roy Papp & Associates, LLP 0.14% Reduce -20.6% 2,093 $1.1M
Lincoln Capital Corp. 0.49% No change 2,086 $1.1M
Courage Miller Partners, LLC 0.41% No change 2,083 $1.1M
Marcum Wealth, LLC 0.11% Reduce -1.4% 2,070 $1.1M
Heartwood Wealth Advisors LLC 0.13% No change 2,068 $1.1M
SkyOak Wealth, LLC 0.26% Add +0.3% 2,066 $1.1M
GHP Investment Advisors, Inc. 0.06% Add +19.2% 2,065 $1.1M
Viewpoint Capital Management LLC 0.69% Add +0.1% 2,065 $1.1M
Bear Mountain Capital, Inc. 0.46% No change 2,004 $1.1M
True Link Financial Advisors, LLC 0.10% Reduce -6.9% 2,062 $1.1M
Westwind Capital 0.28% Add +22.4% 15,031 $1.1M
Mountain Pacific Investment Advisers LLC 0.08% Reduce -21.2% 2,055 $1.1M
Tranquilli Financial Advisor LLC 0.75% Add +8.5% 2,048 $1.1M
Prossimo Advisors, LLC 1.01% No change 2,050 $1.1M
Yarger Wealth Strategies, LLC 0.67% Reduce -3.0% 2,043 $1.1M
Elwood & Goetz Wealth Advisory Group, LLC 0.31% Reduce -0.5% 2,037 $1.1M
Scientech Research LLC 0.23% Add +62.3% 2,033 $1.1M
Oak Harvest Investment Services 0.17% Reduce -20.2% 2,025 $1.1M
Riggs Asset Managment Co. Inc. 0.33% Reduce -62.5% 2,025 $1.1M
Chapman Investment Management, LLC 0.84% Add +0.2% 2,021 $1.1M
Stratos Investment Management, LLC 0.09% Add +25.4% 2,014 $1.1M
Asset Planning Corporation 0.82% Add +0.1% 2,010 $1.1M
Centerpoint Advisors, LLC 0.39% Add +765.5% 2,008 $1.1M
Private Wealth Strategies, L.L.C. 0.22% No change 2,008 $1.1M
Duncan Williams Asset Management, LLC 0.92% Reduce -0.3% 2,008 $1.1M
Pathway Financial Advisers, LLC 0.39% Add +3.6% 2,037 $1.1M
One Charles Private Wealth Services, LLC 0.45% Add +2.0% 2,001 $1.1M
Virginia Wealth Management Group, Inc. 0.99% No change 2,000 $1.1M
Lam Group, Inc. 0.92% Reduce -7.0% 2,000 $1.1M
BlueCrest Capital Management Ltd 0.30% Reduce -90.5% 2,000 $1.1M
Patrick M Sweeney & Associates, Inc. 0.88% Reduce -1.0% 1,999 $1.1M
Doheny Asset Management 0.78% Add +7.5% 2,000 $1.1M
Buffington Mohr McNeal 0.19% Reduce -0.5% 1,998 $1.1M
Steele Capital Management, Inc. 0.06% Reduce -0.3% 1,988 $1.1M
Cora Capital Advisors LLC 0.56% Add +0.1% 1,995 $1.1M
Grey Fox Wealth Advisors, LLC 0.38% Reduce -7.6% 1,988 $1.1M
Sterling Manor Financial, LLC 0.83% Reduce -0.3% 1,994 $1.1M
GLOBALT Investments LLC / GA 0.04% Reduce -61.1% 1,984 $1.1M
Retirement Investment Advisors, Inc. 0.13% — 1,983 $1.1M
Ti-Trust, Inc. 0.83% Reduce -0.1% 1,982 $1.1M
Park Edge Advisors, LLC 0.33% Reduce -11.6% 1,979 $1.1M
Convergence Financial, LLC 0.28% Reduce -31.1% 1,975 $1.1M
Daiwa Securities Group Inc. 0.01% New 11,611 $1.1M
Syntegra Private Wealth Group, LLC 0.14% Reduce -0.9% 1,967 $1.1M
Sugarloaf Wealth Management, LLC 0.19% Reduce -8.3% 1,964 $1.1M
Bristol Gate Capital Partners Inc. 0.05% New 1,964 $1.1M
Your Advocates Ltd., LLP 0.45% Add +0.1% 1,962 $1.1M
Silver Oak Advisory Group, Inc. 0.59% No change 1,945 $1.1M
Navalign, LLC 0.33% No change 1,943 $1.1M
Carl P. Sherr & Co., LLC 0.59% No change 1,943 $1.1M
Full Sail Capital, LLC 0.07% Reduce -2.1% 1,939 $1.1M
Precedent Wealth Partners, LLC 0.42% Add +0.2% 1,927 $1.0M
Planning Capital Management Corp 0.74% Add +23.7% 1,926 $1.0M
Trivant Custom Portfolio Group, LLC 0.64% Add +3.5% 1,925 $1.0M
Alerus Financial NA 0.08% Reduce -0.9% 1,925 $1.0M
One Wealth Management Investment & Advisory Services, LLC 0.42% Add +3.4% 1,924 $1.0M
Marino, Stram & Associates LLC 0.26% Add +1.6% 1,922 $1.0M
Leslie Global Wealth, LLC 0.61% — 1,921 $1.0M
JPL Wealth Management, LLC 0.51% Reduce -8.7% 1,918 $1.0M
ERn Financial, LLC 0.17% Reduce -9.2% 1,905 $1.0M
Theory Financial LLC 0.49% Add +1.8% 1,905 $1.0M
Elm Partners Management LLC 0.08% No change 1,905 $1.0M
Pine Haven Investment Counsel, Inc 0.89% No change 1,902 $1.0M
New Harbor Financial Group, LLC 0.34% New 1,900 $1.0M
Fca Corp. 0.33% Reduce -3.0% 1,896 $1.0M
Werba Rubin Papier Wealth Management 0.28% Add +4.5% 1,896 $1.0M
Dominguez Wealth Management Solutions, Inc. 0.78% Add +0.1% 1,895 $1.0M
Laurel Wealth Planning LLC 0.72% Reduce -29.8% 1,895 $1.0M
Radnor Capital Management, LLC 0.31% Add +1.2% 1,895 $1.0M
Annapolis Financial Services, LLC 0.33% No change 1,892 $1.0M
Rosenblum Silverman Sutton S F Inc. 0.28% No change 1,891 $1.0M
Blackhawk Capital Partners, LLC 0.62% New 1,887 $1.0M
Fidelity D & D Bancorp Inc. 0.78% Add +0.5% 1,882 $1.0M
Smith Thornton Advisors LLC 0.75% — 1,876 $1.0M
Godshalk Welsh Capital Management, Inc. 0.68% No change 1,875 $1.0M
Smartleaf Asset Management LLC 0.17% Reduce -6.5% 1,866 $1.0M
Rakuten Securities, Inc. 0.44% Reduce -28.0% 1,871 $1.0M
Wilson & Boucher Capital Management, LLC 0.78% No change 1,869 $1.0M
Caxton Corp. 5.15% Add +0.7% 1,869 $1.0M
Vernal Point Advisors, LLC 0.72% No change 1,860 $1.0M
Poplar Forest Capital LLC 0.14% No change 1,855 $1.0M
Warren Street Wealth Advisors, LLC 0.50% No change 1,853 $1.0M
Hexagon Capital Partners LLC 0.22% Add +16.8% 1,852 $1.0M
Marion Wealth Management 0.30% Reduce -3.9% 1,849 $1.0M
Prosperitas Financial LLC 0.61% Reduce -2.0% 1,847 $1.0M
Fourpath Capital Management, LLC 0.74% Reduce -1.0% 1,846 $1.0M
Orleans Capital Management Corp. 0.64% Add +76.2% 1,839 $1.0M
IMS Capital Management 0.47% Add +2.6% 1,789 $999K
Burton Enright Welch 0.23% No change 1,830 $996K
Pension & Wealth Management Advisors, Inc. 0.57% Add +0.1% 1,828 $996K
Wealth Quarterback LLC 0.56% Reduce -1.8% 1,828 $995K
Sendero Wealth Management, LLC 0.17% Add +33.3% 1,828 $995K
High Note Wealth, LLC 0.30% Add +0.3% 1,825 $993K
Vista Investment Management 0.40% Reduce -0.1% 1,821 $991K
Financial Partners Group, LLC 0.38% Add +0.3% 1,820 $990K
Compagnie Lombard Odier SCmA 0.02% Reduce -90.6% 1,818 $989K
Regatta Capital Group, LLC 0.21% Add +8.4% 1,815 $988K
Roberts Capital Advisors, LLC 0.95% No change 1,884 $985K
Palogic Value Management, L.P. 0.42% No change 1,810 $985K
Picton Mahoney Asset Management 0.04% Reduce -12.1% 1,810 $985K
Park Place Capital Corp 0.31% Add +3.3% 1,806 $983K
FSB Premier Wealth Management, Inc. 0.44% Add +2.8% 1,804 $982K
Trinity Legacy Partners, LLC 0.28% Reduce -18.6% 1,803 $981K
HTG Investment Advisors, Inc. 0.53% No change 1,802 $981K
Kirtland Hills Capital Management, LLC 0.81% Reduce -5.1% 1,799 $979K
Mach-1 Financial Group, LLC 0.69% Add +2.3% 1,791 $975K
Kapstone Financial Advisors LLC 0.64% Reduce -2.0% 1,791 $975K
Myecfo, LLC 0.56% Add +2.5% 1,785 $971K
Morse Asset Management, Inc 0.24% Reduce -13.6% 1,785 $971K
IMA Advisory Services, Inc. 0.43% No change 1,783 $970K
Red Tortoise LLC 0.53% Reduce -1.0% 1,777 $967K
Camden National Bank 0.15% Add +254.3% 1,775 $966K
Strid Group, LLC 0.16% Add +0.3% 1,769 $962K
Monument Capital Management 0.28% Reduce -84.9% 1,768 $962K
Jmac Enterprises LLC 0.17% Add +0.1% 1,767 $962K
Wescott Financial Advisory Group, LLC 0.11% Add +0.1% 1,767 $962K
Arvest Investments, Inc. 0.15% Reduce -0.4% 1,762 $959K
Independent Investors Inc. 0.21% No change 1,755 $955K
Lodestone Wealth Management LLC 0.50% Reduce -48.3% 1,741 $948K
BKM Wealth Management, LLC 0.46% Add +12.3% 1,740 $947K
West Michigan Advisors, LLC 0.30% Add +1.1% 1,733 $946K
Clarus Group, Inc. 0.42% Reduce -6.9% 1,737 $945K
Sunpointe, LLC 0.61% New 1,731 $945K
tru Independence LLC 0.29% Reduce -4.5% 1,736 $945K
Stevens Capital Partners 0.49% Add +4.2% 1,730 $942K
Centric Wealth Management 0.27% Add +8.4% 1,723 $938K
Passive Capital Management, LLC. 0.35% No change 1,723 $938K
Intergy Private Wealth, LLC 0.39% Reduce -0.3% 1,720 $936K
Letko, Brosseau & Associates Inc. 0.02% Reduce -30.9% 1,720 $936K
Callahan Advisors, LLC 0.10% New 1,720 $936K
Jessup Wealth Management, Inc 0.40% No change 1,717 $934K
Mosley Wealth Management 0.79% Add +4.1% 1,713 $932K
Elevatus Welath Management 0.35% Reduce -14.8% 1,710 $931K
Martin Capital Advisors, LLP 0.70% No change 1,707 $929K
Comprehensive Financial Consultants Institutional, Inc. 0.36% Add +0.3% 1,707 $929K
Powers Advisory Group, LLC 0.51% Reduce -0.1% 1,706 $928K
Laffer Tengler Investments, Inc. 0.24% Add +23.8% 1,702 $926K
MAS Advisors LLC 2.19% Reduce -88.5% 1,688 $919K
Indie Asset Partners, LLC 0.73% Add +22.8% 1,687 $918K
Shakespeare Wealth Management, LLC 0.27% Add +0.2% 1,687 $918K
Somerset Group LLC 0.81% No change 1,686 $918K
Diversified Investment Strategies, LLC 0.64% No change 1,684 $916K
Horizon Kinetics Asset Management LLC 0.02% Reduce -12.2% 1,683 $916K
Providence Capital Advisors, LLC 0.20% Add +1.8% 1,680 $915K
Rockwood Wealth Management, LLC 0.11% Add +1.3% 1,681 $915K
Strategic Financial Services, Inc. 0.06% Reduce -1.5% 1,680 $914K
Gallacher Capital Management LLC 0.48% Reduce -9.9% 1,679 $914K
DHK Financial Advisors, Inc. 0.64% Reduce -32.6% 1,673 $913K
Fort Sheridan Advisors LLC 0.15% Add +24.5% 1,678 $913K
Live Oak Private Wealth LLC 0.16% Reduce -2.7% 1,675 $911K
Legacy Advisory Services, LLC 0.83% Add +76.7% 1,672 $910K
Vise Technologies, Inc. 0.16% Add +39.5% 1,669 $908K
Core Wealth Partners LLC 0.62% Add +11.0% 1,666 $907K
626 Financial, LLC 0.53% No change 1,664 $906K
Corundum Trust Company, INC 2.63% — 1,660 $903K
Colonial Trust Advisors 0.09% Reduce -12.1% 1,660 $903K
Arq Wealth Advisors, LLC 0.39% Reduce -16.1% 1,659 $903K
ONE Advisory Partners, LLC 0.42% No change 1,659 $903K
Johnson & White Wealth Management, LLC 0.86% No change 1,657 $902K
Buckhead Capital Management LLC 0.31% Add +0.2% 1,657 $902K
Gables Capital Management Inc. 0.47% Add +7.1% 1,653 $900K
BancFirst Trust & Investment Management 0.42% Add +1.2% 1,646 $899K
Paragon Private Wealth Management, LLC 0.51% Add +38.5% 1,649 $897K
McDonough Capital Management, Inc 0.65% Add +2.0% 1,648 $897K
Sinecera Capital, LLC 1.23% No change 1,641 $896K
Unison Asset Management LLC 0.45% No change 1,645 $895K
Fortress Wealth Management, Inc. 0.46% Add +0.2% 1,643 $894K
Weatherly Asset Management L. P. 0.08% Reduce -7.5% 1,637 $894K
Dravo Bay LLC 0.50% No change 1,641 $893K
Cetera Trust Company, N.A 0.56% No change 1,636 $890K
Fairman Group, LLC 0.90% Add +0.1% 1,630 $890K
Dock Street Asset Management Inc. 0.12% Add +1.6% 1,628 $886K
Spinnaker Investment Group, LLC 0.24% No change 1,628 $886K
Souders Financial Advisors 0.13% Add +1.4% 1,625 $884K
Vance Wealth, LLC 0.36% Reduce -12.0% 1,620 $882K
Bedell Frazier Investment Counselling, LLC 0.21% Add +3.4% 1,614 $878K
Commonwealth Retirement Investments LLC 0.40% Reduce -0.6% 1,614 $878K
WESPAC Advisors, LLC 0.68% Add +0.4% 1,602 $872K
Aft, Forsyth & Company, Inc. 0.43% Reduce -0.1% 1,602 $872K
Concentric Wealth Management, LLC 0.23% No change 1,599 $870K
Ted Buchan & Co 0.47% Add +10.3% 1,597 $870K
Scholtz & Company, LLC 0.37% New 1,597 $869K
Wealthspan Partners, LLC 0.48% Add +10.5% 1,595 $868K
Alamar Capital Management, LLC 0.53% — 1,587 $866K
Bellevue Asset Management, LLC 0.48% Add +2.6% 1,589 $865K
RFP Financial Group LLC 0.32% Reduce -4.9% 1,590 $865K
Ruedi Wealth Management, Inc. 0.34% Reduce -0.1% 1,589 $865K
TFB Advisors LLC 0.28% Reduce -4.6% 1,588 $864K
Opinicus Capital, Inc. 0.73% Add +2.0% 1,587 $864K
MRA Advisory Group 0.49% Reduce -2.3% 1,587 $863K
Vestia Personal Wealth Advisors 0.92% — 1,586 $863K
LS Investment Advisors, LLC 0.13% No change 1,585 $863K
Am Investment Strategies LLC 0.21% Add +20.9% 1,584 $862K
Beacon Financial Group 0.10% Add +0.1% 1,579 $859K
Kraft Asset Management, LLC 0.72% Reduce -2.2% 1,576 $858K
Isthmus Partners, LLC 0.10% No change 1,574 $857K
Alternative Investment Advisors, LLC. 0.49% Add +0.1% 1,571 $856K
KPP Advisory Services LLC 0.23% Reduce -13.2% 1,572 $856K
Quotient Wealth Partners, LLC 0.03% Add +3.2% 1,566 $852K
Investment Partners Asset Management, Inc. 0.76% Add +3.8% 1,565 $852K
Horan Securities, Inc. 0.37% Add +0.1% 1,565 $852K
Baker Tilly Wealth Management, LLC 0.35% Reduce -89.2% 1,565 $852K
Galvin, Gaustad & Stein, LLC 0.08% Reduce -0.6% 1,562 $850K
Bank of Stockton 0.27% No change 1,560 $849K
Eagle Bluffs Wealth Management LLC 0.49% No change 1,554 $848K
Hollow Brook Wealth Management LLC 0.29% Reduce -1.0% 1,559 $848K
Key Financial Inc 0.20% No change 1,556 $847K
Birchcreek Wealth Management, LLC 0.48% Add +0.1% 1,556 $847K
Tran Capital Management, L.P. 0.10% Add +1.3% 1,555 $846K
PFG Private Wealth Management, LLC 0.51% Reduce -1.0% 1,552 $845K
Kidder Stephen W 0.26% Reduce -6.1% 1,550 $844K
Panagora Asset Management Inc. 0.00% Reduce -94.5% 1,549 $843K
Valley Financial Group, Inc. 0.62% No change 1,545 $841K
Addison Advisors LLC 0.27% Add +21.8% 1,542 $839K
Stack Financial Management, Inc 0.08% Reduce -0.8% 1,540 $838K
Family Capital Trust Co 0.27% No change 1,538 $837K
CVA Family Office, LLC 0.15% No change 1,537 $837K
Hilton Capital Management, LLC 0.07% New 1,536 $836K
Seaside Wealth Management, Inc. 0.35% Reduce -6.4% 1,534 $835K
LifeGuide Financial Advisors, LLC 0.41% Reduce -2.8% 1,533 $834K
AllSquare Wealth Management LLC 0.50% Add +1.3% 1,529 $832K
GoalVest Advisory LLC 0.27% Reduce -1.3% 1,527 $831K
Mma Asset Management LLC 0.39% Add +11.1% 1,526 $831K
Planning Center, Inc. 0.11% Add +0.7% 1,521 $828K
New Covenant Trust Company, N.A. 0.95% No change 1,505 $826K
Arcadia Wealth Management, LLC 0.47% Add +4.9% 1,518 $826K
Cim, LLC 0.12% Reduce -0.9% 1,502 $826K
HF Advisory Group, LLC 0.42% Reduce -0.7% 1,507 $820K
PAX Financial Group, LLC 0.16% Add +0.1% 1,503 $818K
Capital Counsel LLC 0.04% Add +2.0% 1,503 $818K
J. L. Bainbridge & Co., Inc. 0.08% Reduce -0.1% 1,500 $816K
Finer Wealth Management, Inc. 0.53% Add +0.5% 1,499 $816K
Gradient Investments LLC 0.02% Reduce -8.6% 1,493 $812K
Hemenway Trust Co LLC 0.07% Reduce -15.9% 1,492 $812K
Investment Advisory Group, LLC 0.31% Add +0.5% 1,491 $811K
Nichols & Pratt Advisers LLP 0.05% Add +4.1% 1,486 $809K
Bath Savings Trust Co 0.09% Add +188.9% 1,485 $808K
Prepared Retirement Institute LLC 0.54% Add +1.3% 1,484 $808K
BCGM Wealth Management, LLC 0.28% Add +9.1% 1,482 $807K
Cyrus J. Lawrence, LLC 0.16% Add +0.3% 1,483 $806K
Fenimore Asset Management Inc 0.02% No change 1,477 $804K
First Trust Direct Indexing L.P. 0.05% Add +3.3% 1,476 $803K
Cladis Investment Advisory, LLC 0.58% No change 1,474 $802K
Opes Wealth Management LLC 0.17% Add +5.0% 1,473 $802K
Ethic Inc. 0.02% No change 1,473 $802K
Aufman Associates Inc 0.57% No change 1,470 $800K
Pennsylvania Capital Management Inc. 0.31% Reduce -2.1% 1,466 $798K
Barlow Wealth Partners, LLC 0.11% Add +16.1% 1,470 $796K
RAM Investment Partners, LLC 0.23% Add +16.5% 1,459 $794K
Liberty Wealth Management LLC 0.15% Add +1715.7% 27,962 $793K
Heritage Wealth Management, Inc. 0.27% — 1,429 $793K
Encompass Wealth Advisors, LLC 0.21% Reduce -1.9% 1,456 $792K
Tiemann Investment Advisors, LLC 0.35% Reduce -0.9% 1,454 $792K
Everhart Financial Group, Inc. 0.21% Add +23.6% 1,731 $791K
Earned Wealth Advisors, LLC 0.30% Add +10.9% 1,453 $791K
GQG Partners LLC 0.00% Add +181.2% 1,448 $788K
Canton Hathaway, LLC 0.21% Add +14.7% 1,445 $786K
Wade Financial Advisory, Inc 0.28% No change 1,441 $784K
Wealth Effects LLC 0.28% Reduce -15.1% 1,439 $783K
Newton One Investments LLC 0.34% Add +0.3% 1,434 $780K
WealthCollab, LLC 0.56% No change 1,434 $780K
Seeds Investor LLC 0.40% New 1,431 $779K
Avalon Capital Management 0.25% Add +91.9% 1,428 $777K
Horizon Investments, LLC 0.02% Reduce -0.6% 1,426 $776K
Northstar Asset Management Inc. 0.20% Reduce -6.4% 1,424 $775K
Barnes Pettey Financial Advisors, LLC 0.67% Reduce -6.8% 1,421 $773K
Vectors Research Management, LLC 0.24% Reduce -3.1% 1,415 $770K
Strategic Investment Advisors / MI 0.09% Reduce -0.3% 1,412 $769K
First Financial Corp. 0.39% No change 1,412 $768K
Seneca House Advisors 0.33% Reduce -1.4% 1,411 $768K
Balefire, LLC 0.27% Reduce -28.7% 1,409 $767K
Envoi LLC 2.43% No change 1,406 $765K
Left Brain Wealth Management, LLC 0.36% No change 1,406 $765K
Platte River Wealth Advisors, LLC 0.21% No change 1,406 $765K
RW Investment Management LLC 0.10% Reduce -6.7% 1,402 $763K
Asset Planning Services Inc. /La/ 0.40% Reduce -13.2% 1,401 $762K
Sassicaia Capital Advisers LLC 3.08% Add +16.7% 1,400 $762K
First Bancorp, Inc 0.56% Reduce -0.4% 1,399 $761K
WealthTrust Axiom LLC 0.25% Add +1.5% 1,390 $757K
Mattern Wealth Management LLC 0.18% Add +3.6% 1,382 $752K
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% Add +0.7% 1,374 $748K
W.G. Shaheen & Associates DBA Whitney & Co 0.09% Reduce -0.4% 1,371 $746K
Point Windward Advisors Inc. 0.31% Reduce -3.7% 1,368 $744K
Crown Wealth Group, LLC 0.37% Reduce -14.4% 1,368 $744K
Fortis Capital Management LLC 0.16% New 1,366 $743K
Nicollet Investment Management, Inc. 0.28% Reduce -20.0% 1,366 $743K
TFG Advisers LLC 0.29% Add +1.6% 1,364 $743K
AJ Advisors, LLC 0.41% Add +1.3% 1,363 $742K
Thomasville National Bank 0.06% Reduce -0.4% 1,350 $735K
Aberdeen Wealth Management LLC 0.49% Reduce -8.6% 1,343 $731K
Bernardo Wealth Planning LLC 0.20% Add +2.9% 1,343 $731K
Soundwatch Capital LLC 4.01% Reduce -99.7% 1,341 $730K
Financial Alternatives, Inc 0.55% No change 1,341 $730K
Integrated Investment Consultants, LLC 0.20% No change 1,394 $729K
Ipswich Investment Management Co., Inc. 0.17% Add +2.2% 1,331 $724K
Wiser Wealth Management, Inc 0.22% Reduce -1.5% 1,330 $724K
Legacy Financial Advisors, Inc. 0.13% Reduce -49.3% 1,325 $721K
HT Partners LLC 0.25% No change 1,323 $720K
Wells Trecaso Financial Group, LLC 0.25% No change 1,322 $719K
Financial Futures Ltd Liability Co. 0.45% Add +1.9% 1,322 $719K
Cascade Investment Group, Inc. 0.56% Add +1.5% 1,321 $719K
Beacon Wealthcare LLC 0.31% No change 1,319 $718K
Rain Capital Management, LLC 0.50% Add +0.3% 1,353 $714K
Concord Wealth Partners 0.13% Reduce -25.9% 1,310 $713K
Napa Wealth Management 0.48% Reduce -4.6% 1,309 $712K
Beck Capital Management, LLC 0.20% Reduce -9.7% 1,305 $710K
Rothschild Capital Partners, LLC 0.20% Reduce -95.5% 1,304 $709K
Carlson Capital Management 0.03% Add +0.5% 1,296 $705K
Investment House LLC 0.04% Add +3.7% 1,292 $703K
4J Wealth Management LLC 0.58% No change 1,287 $700K
Pacific Wealth Strategies Group, Inc. 0.58% Reduce -9.7% 1,285 $699K
C M Bidwell & Associates Ltd. 0.47% No change 1,285 $699K
Elser Financial Planning, Inc 0.12% — 1,281 $697K
Investment Partners, LTD. 0.31% Reduce -1.7% 1,280 $697K
Lafayette Investments, Inc. 0.16% Reduce -10.5% 1,275 $694K
Great Oak Capital Partners, LLC 0.26% Add +0.1% 1,300 $693K
Monarch Capital Management Inc. 0.20% No change 1,267 $692K
Vicus Capital 0.06% Reduce -5.4% 7,373 $691K
Eclectic Associates Inc. 0.31% Add +5.8% 1,267 $690K
American Trust Investment Advisors, LLC 0.33% No change 1,267 $690K
Center For Asset Management LLC 0.46% Add +2.7% 1,265 $689K
Community Bank & Trust, Waco, Texas 0.17% Add +4.8% 1,260 $686K
Willow Creek Wealth Management Inc. 0.08% Reduce -1.6% 1,258 $685K
Constitution Capital LLC 0.36% Add +4.2% 1,255 $683K
Sequent Planning LLC 0.23% Add +0.6% 1,249 $681K
Hourglass Capital, LLC 0.20% Add +0.4% 1,250 $680K
Bright Futures Wealth Management, LLC. 0.37% Add +0.5% 1,274 $679K
RiverFront Investment Group, LLC 0.02% Add +80.2% 1,245 $678K
Stewardship Advisors, LLC 0.22% Add +1.2% 1,243 $676K
jvl associates llc 0.27% No change 1,241 $675K
American Money Management, LLC 0.14% Add +10.8% 1,241 $675K
Butensky & Cohen Financial Security, Inc. 0.21% Reduce -5.0% 1,239 $674K
a16z Perennial Management, L.P. 0.07% No change 1,239 $674K
Northwest Quadrant Wealth Management, LLC 0.17% Add +0.3% 1,238 $674K
Harbor Group, Inc. 0.17% Reduce -1.0% 1,236 $673K
Schaeffer Financial LLC 0.73% Add +172.9% 1,231 $670K
Retirement Solution LLC 0.18% Add +8.9% 1,231 $670K
Visionary Horizons, LLC 0.49% Add +8.9% 1,229 $669K
Zuckerman Investment Group, LLC 0.08% No change 1,229 $669K
Financial Management Network Inc. 0.16% Reduce -5.1% 1,201 $666K
Portside Wealth Group, LLC 0.13% Add +2.6% 1,223 $666K
Sage Investment Advisers LLC 0.75% Add +0.1% 1,215 $661K
Ewa, LLC 0.27% No change 1,194 $661K
Granite Harbor Advisors, Inc. 0.43% Add +0.4% 1,212 $660K
D'Orazio & Associates, Inc. 0.10% No change 1,204 $656K
Silver Lake Advisory, LLC 0.16% Add +5.3% 1,204 $655K
Total Wealth Planning, LLC 0.11% Reduce -9.2% 1,159 $655K
Sfm, LLC 0.49% Add +11.9% 1,202 $654K
17 Capital Partners, LLC 0.47% Add +17.1% 1,202 $654K
Custom Portfolio Group LLC 0.51% No change 1,197 $653K
Interactive Financial Advisors, Inc. 0.36% Reduce -4.9% 1,198 $652K
Intelligent Financial Strategies 0.40% No change 1,194 $652K
Keb Asset Management, LLC 0.22% No change 1,197 $651K
Hall Capital Management Co. Inc. 0.31% No change 1,193 $649K
Apeiron RIA LLC 0.20% No change 1,193 $649K
Hurlow Wealth Management Group, Inc. 0.22% Reduce -12.9% 1,191 $648K
WealthTrust Asset Management, LLC 0.47% Reduce -84.3% 1,191 $648K
Abbot Financial Management, Inc. 0.35% Add +1.3% 1,189 $647K
Innealta Capital, LLC 0.21% No change 1,189 $647K
Norris Perne & French LLP 0.05% No change 1,188 $647K
Hilltop Partners LLC 0.24% Add +2.2% 1,184 $644K
Ascentis Independent Advisors 0.13% — 1,184 $644K
Altus Wealth Group LLC 0.32% Reduce -63.4% 1,183 $644K
Heritage Wealth Management, Inc. 0.62% Add +10.7% 1,183 $644K
Narwhal Capital Management 0.06% Reduce -1.8% 1,181 $643K
Northcape Wealth Management, LLC 0.23% No change 1,180 $642K
Crossmark Global Holdings, Inc. 0.01% Reduce -18.8% 1,180 $642K
Gradient Capital Advisors, LLC 0.23% Reduce -8.0% 1,178 $641K
Buttonwood Financial Advisors Inc. 0.30% No change 1,176 $640K
Seneca Financial Advisors LLC 0.33% Add +19.3% 1,174 $639K
Dentgroup LLC 0.51% Reduce -4.4% 1,174 $639K
Jamison Private Wealth Management, Inc. 0.11% Reduce -4.4% 1,173 $639K
Holistic Financial Partners 0.32% Reduce -1.9% 1,172 $638K
Ballast, Inc. 0.20% Add +16.5% 1,171 $637K
3EDGE Asset Management, LP 0.05% Reduce -3.5% 1,170 $637K
Morling Financial Advisors, LLC 0.28% Reduce -0.1% 1,170 $637K
Marotta Asset Management 0.13% Add +0.4% 1,167 $636K
FC Advisory LLC 0.23% Add +0.2% 1,169 $636K
Retirement Planning Group, LLC 0.04% Reduce -4.8% 1,168 $636K
Sage Financial Management Group, Inc. 1.93% No change 1,166 $635K
Alkeme Wealth, LLC 0.30% Reduce -1.5% 1,164 $633K
IMPACTfolio, LLC 0.35% No change 1,164 $633K
Pointe Capital Management LLC 0.39% Add +58.2% 1,163 $633K
Ruggaard & Associates LLC 0.29% Reduce -8.1% 1,163 $633K
Avaii Wealth Management, LLC 0.35% Add +0.2% 1,162 $632K
Ardent Capital Management, Inc. 0.31% No change 1,161 $632K
TriaGen Wealth Management LLC 0.24% No change 1,159 $631K
North Point Portfolio Managers Corp. 0.11% Add +4.6% 1,153 $627K
CapWealth Advisors, LLC 0.08% Add +25.2% 1,151 $626K
Carrera Capital Advisors 0.20% — 1,147 $626K
CYBER HORNET ETFs LLC 0.68% New 1,149 $625K
HighMark Wealth Management LLC 0.38% Reduce -6.9% 1,149 $625K
SJS Investment Consulting Inc. 0.12% Add +6.6% 1,149 $625K
AAF Wealth Management, LLC 0.32% Add +6.4% 1,141 $621K
Trademark Financial Management, LLC 0.51% Add +0.4% 1,140 $620K
IVC Wealth Advisors LLC 0.35% Add +0.3% 1,135 $618K
Goepper Burkhardt LLC 0.28% No change 1,132 $616K
Waypoint Wealth Partners Inc. 0.18% Reduce -8.1% 1,131 $616K
FF Advisors,LLC 0.43% No change 1,130 $615K
Karpus Management, Inc. 0.02% No change 1,130 $615K
TCTC Holdings, LLC 0.02% Reduce -1.1% 1,128 $614K
Altrius Capital Management Inc 0.16% Reduce -4.6% 1,127 $614K
Louisbourg Investments Inc. 0.17% Reduce -1.6% 1,127 $613K
Cullen Capital Management, LLC 0.01% No change 1,126 $613K
Certus Wealth Management, LLC 0.46% No change 1,124 $612K
Canvas Wealth Advisors, LLC 0.19% Reduce -0.7% 1,128 $611K
Riverview Capital Advisers, LLC 0.21% Add +35.6% 1,119 $609K
Thrive Capital Management, LLC 0.28% Reduce -16.1% 1,119 $609K
Hutchens & Kramer Investment Management Group, LLC 0.34% Reduce -3.0% 1,115 $608K
Terra Nova Asset Management LLC 0.48% Add +0.4% 1,117 $608K
Greenwood Capital Associates LLC 0.08% No change 1,108 $603K
Columbia Bank 0.23% Reduce -9.6% 1,107 $602K
America First Investment Advisors, LLC 0.15% Add +0.2% 1,107 $602K
Ritter Daniher Financial Advisory LLC / DE 0.19% Reduce -2.4% 1,106 $602K
Partnership Wealth Management, LLC 0.44% Add +22.4% 1,104 $601K
Washington Trust Bank 0.06% Reduce -6.1% 1,101 $599K
Cove Private Wealth, LLC 0.49% No change 1,100 $599K
Probity Advisors, Inc. 0.12% Reduce -8.0% 1,098 $598K
Wilkins Investment Counsel Inc. 0.09% No change 1,096 $596K
Chico Wealth RIA 0.55% Add +0.1% 1,094 $595K
Compass Financial Group, Inc. 0.29% Reduce -0.9% 1,066 $591K
LVZ, Inc. 0.08% No change 1,085 $590K
Allen Capital Group, LLC 0.08% Reduce -29.1% 1,082 $589K
Darwin Wealth Management, LLC 0.29% Add +31.0% 1,082 $589K
Sara-Bay Financial 0.24% Add +4.3% 1,080 $588K
Glass Jacobson Investment Advisors llc 0.21% Add +52.4% 1,076 $585K
Halbert Hargrove Global Advisors, LLC 0.03% Add +1.8% 1,068 $581K
Carr Financial Group Corp 0.18% Add +3.6% 1,067 $581K
Legacy Capital Group California, Inc. 0.21% Add +46.3% 1,065 $580K
Root Financial Partners, LLC 0.14% New 1,060 $577K
Columbus Macro, LLC 0.22% No change 1,059 $576K
Bellwether Advisors, LLC 0.12% Add +12.9% 1,059 $576K
Elite Life Management LLC 2.23% Add +0.9% 1,058 $576K
Nova R Wealth, Inc. 0.30% No change 1,058 $576K
Strategic Financial Concepts, LLC 0.34% Add +44853.4% 2,581,673 $575K
KRS Capital Management, LLC 0.43% No change 1,057 $575K
Financial Sense Advisors, Inc. 0.18% Reduce -8.4% 1,057 $575K
MN Wealth Advisors, LLC 0.33% Add +0.4% 1,054 $574K
Clark Estates Inc. 0.11% No change 1,054 $574K
Traveka Wealth, LLC 0.28% Reduce -11.5% 1,053 $573K
Parcion Private Wealth LLC 0.05% Add +88.9% 1,052 $573K
Harris Associates (Oakmark Funds) 0.00% Reduce -9.1% 1,052 $573K
Harrell Investment Partners, LLC 0.17% No change 1,051 $572K
Creegan & Nassoura Financial Group, LLC 0.39% No change 1,050 $571K
Smith Shellnut Wilson LLC 0.28% No change 1,050 $571K
Diversified, LLC 0.07% Add +1.6% 1,046 $569K
NavPoint Financial, Inc. 0.49% Add +0.3% 1,045 $569K
Security National Bank 0.08% No change 1,044 $568K
SPC Financial, Inc. 0.05% Add +1.0% 1,042 $567K
Better Money Decisions, LLC 0.43% Reduce -4.3% 1,039 $565K
Hubbell Strickland Wealth Management, LLC 0.28% Add +0.2% 1,038 $565K
Quarry Hill Advisors, LLC 0.38% No change 1,038 $565K
Rezny Wealth Management, Inc. 0.15% Reduce -7.8% 1,035 $563K
Swmg, LLC 0.25% Add +0.1% 1,035 $563K
Eastover Investment Advisors LLC 0.27% No change 1,025 $563K
Lakewood Asset Management LLC 0.39% Add +1.0% 1,032 $562K
25 LLC 0.27% Reduce -5.6% 1,031 $561K
Insight Wealth Partners, LLC 0.36% Add +5.7% 1,031 $561K
Steinberg Asset Management LLC 0.44% No change 1,028 $559K
TD Capital Management LLC 0.06% Add +0.4% 1,028 $559K
Wolff Financial Management LLC 0.41% No change 1,025 $558K
Mullaney, Keating & Wright, Inc. 0.43% — 1,023 $557K
Victory Financial Group, LLC 0.26% Reduce -6.9% 1,019 $555K
Elmwood Wealth Management, Inc. 0.25% Reduce -1.6% 1,019 $555K
SigFig Wealth Management, LLC 0.02% Reduce -58.8% 1,019 $555K
Prospect Financial Services LLC 0.43% Add +0.1% 1,019 $555K
Farrow Financial, Inc. 0.38% Add +34.6% 1,015 $552K
Access Financial Services, Inc. 0.25% Reduce -1.7% 1,169 $552K
Penn Davis McFarland Inc. 0.09% Add +1.0% 1,012 $551K
Investors Research Corp 0.13% Add +3.2% 1,011 $550K
Plan Group Financial, LLC 0.34% Reduce -33.2% 1,007 $548K
Athena Investment Management 0.33% No change 1,006 $547K
Mendel Money Management 0.26% Reduce -2.3% 1,004 $546K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Add +0.3% 1,003 $546K
Lincoln Capital LLC 0.12% Add +2.6% 1,002 $546K
Palisade Capital Management, LP 0.02% No change 1,000 $544K
Acima Private Wealth, LLC 0.20% No change 999 $544K
Rhumbline Advisers 0.00% No change 998 $543K
Braun-Bostich & Associates Inc. 0.40% Reduce -31.3% 996 $542K
Arden Trust Co 0.08% No change 993 $540K
Hazlett, Burt & Watson, Inc. 0.28% Reduce -9.3% 989 $539K
Slagle Financial, LLC 0.27% Add +1.6% 985 $536K
RS Crum Inc. 0.14% Add +3.1% 982 $534K
Kwmg, LLC 0.06% Add +12.1% 976 $531K
Gimbal Financial 0.39% Reduce -10.1% 954 $531K
Bluestem Financial Advisors, LLC 0.27% Add +8.8% 974 $530K
180 Wealth Advisors, LLC 0.09% Reduce -0.1% 951 $529K
Mezzasalma Advisors, LLC 0.23% Add +9.3% 972 $529K
Bryant Woods Investment Advisors, LLC 0.38% Reduce -6.2% 1,237 $529K
Stegner Investment Associates Inc. 0.38% Add +0.2% 971 $528K
Gerber, LLC 0.41% Add +0.7% 969 $527K
Alpha Financial Advisors, LLC 0.25% Add +0.5% 968 $527K
Check Capital Management Inc. 0.04% No change 965 $525K
Roanoke Asset Management Corp./ NY 0.18% No change 965 $525K
Family Firm, Inc. 0.12% Add +0.2% 962 $523K
Vantage Financial Partners, LLC 0.14% Reduce -1.9% 961 $523K
AMJ Financial Wealth Management 0.16% Add +1.2% 957 $521K
First Trust Investment Solutions L.P. 0.07% Add +80.4% 956 $520K
JBR Co Financial Management Inc 0.36% Add +7.7% 955 $520K
Morton Community Bank 0.15% No change 954 $519K
OneAscent Wealth Management LLC 0.27% Add +1.5% 952 $518K
Lester Murray Antman dba SimplyRich 0.16% No change 952 $518K
SevenBridge Financial Group, LLC 0.11% Add +23.9% 992 $518K
Creekside Partners 0.29% — 949 $516K
Revisor Wealth Management LLC 0.36% Reduce -88.0% 948 $516K
M. Kulyk & Associates, LLC 0.12% Reduce -0.3% 947 $515K
Grant Street Asset Management, Inc. 0.16% No change 943 $513K
Requisite Capital Management, LLC 0.12% No change 939 $513K
Truvestments Capital LLC 0.20% Add +3.8% 941 $512K
TPG Financial Advisors, LLC 0.24% — 940 $512K
Concentrum Wealth Management 0.21% New 939 $511K
MeadowBrook Investment Advisors LLC 0.49% No change 939 $511K
Foster Group, Inc. 0.02% Reduce -37.1% 939 $511K
Shufro Rose & Co. LLC 0.04% Add +5.9% 936 $509K
Cheviot Value Management, LLC 0.10% Reduce -26.4% 935 $509K
Landaas & Co. /Wi 0.15% No change 933 $508K
Fulcrum Capital LLC 0.12% No change 930 $506K
Opus Capital Group, LLC 0.07% No change 929 $506K
Abich Financial Wealth Management LLC 0.34% Add +33.0% 927 $504K
Sprinkle Financial Consultants LLC 0.40% New 926 $504K
O'Brien Wealth Partners LLC 0.11% Reduce -24.9% 924 $503K
Chicago Wealth Management, Inc. 0.29% New 921 $502K
Azimuth Capital Investment Management LLC 0.02% Add +1.0% 920 $501K
Napatree Capital LLC 0.41% Add +5.4% 920 $501K
Allied Investment Advisors, LLC 0.12% Add +66.5% 919 $500K
Zullo Investment Group, Inc. 0.22% Add +2.8% 916 $499K
Coerente Capital Management 0.10% No change 915 $498K
Waterford Advisors, LLC 0.21% No change 914 $497K
Transatlantique Private Wealth LLC 0.20% No change 913 $497K
Kooman & Associates 0.20% New 913 $497K
Hudock, Inc. 0.09% Add +0.2% 912 $496K
MWA Asset Management 0.35% Reduce -0.8% 910 $495K
Xcel Wealth Management, LLC 0.16% Reduce -1.0% 910 $495K
WealthCare Investment Partners, LLC 0.23% Add +4.8% 909 $495K
Keystone Financial Services 0.20% Reduce -3.5% 907 $494K
Trust Co 0.06% No change 907 $494K
Stonehearth Capital Management, LLC 0.21% No change 905 $493K
Marex Group Ltd 0.01% Reduce -99.2% 900 $490K
Silverlake Wealth Management LLC 0.20% Add +5.3% 895 $487K
London Co. of Virginia 0.00% Reduce -63.1% 893 $486K
Mason & Associates Inc 0.13% Reduce -7.3% 892 $485K
Triune Financial Partners, LLC 0.17% Add +0.2% 890 $485K
Hill Island Financial LLC 0.16% Add +128.8% 890 $484K
Stonebrook Private Inc. 0.14% Reduce -23.1% 888 $483K
Gen-Wealth Partners Inc 0.23% Reduce -7.6% 888 $483K
Mainstay Capital Management LLC 0.08% New 888 $483K
Great Waters Wealth Management 0.07% Reduce -9.4% 888 $483K
JB Capital LLC 0.03% Reduce -3.3% 881 $480K
Seamount Financial Group Inc. 0.39% Add +13.7% 882 $480K
Dopkins Wealth Management, LLC 0.29% Reduce -1.0% 880 $479K
Advocate Group LLC 0.10% No change 879 $478K
Essex Private Wealth Management, LLC 1.22% No change 878 $478K
Blue Barn Wealth, LLC 0.27% Reduce -0.7% 876 $477K
JGP Wealth Management, LLC 0.07% Add +6.6% 875 $476K
Solidarity Wealth, LLC 0.14% Add +15.0% 874 $476K
Eagle Bay Advisors LLC 0.29% Add +21.6% 868 $474K
Pacific Global Investment Management Co. 0.09% Add +6.9% 867 $472K
WP Advisors, LLC 0.15% Add +35.0% 867 $472K
Bogart Wealth, LLC 0.02% Reduce -11.4% 866 $471K
SWS Partners 0.14% New 865 $471K
Chris Bulman Inc 0.32% — 865 $471K
Signet Investment Advisory Group, Inc. 0.25% Add +28.7% 861 $469K
Whalen Wealth Management Inc. 0.37% Add +10.7% 858 $467K
Walker Asset Management, LLC 0.31% Add +3.6% 856 $466K
DeDora Capital, Inc. 0.14% No change 856 $466K
Keudell/Morrison Wealth Management 0.14% Add +28.6% 855 $465K
Fishman Jay A Ltd. 0.05% No change 855 $465K
Prosperity Wealth Management, Inc. 0.23% Reduce -8.2% 853 $464K
Balanced Wealth Group LLC 0.21% No change 851 $464K
Advocacy Wealth Management, LLC 0.04% Reduce -48.6% 852 $464K
RPG Investment Advisory, LLC 0.07% Add +1.8% 849 $462K
Greenwood Gearhart LLC 0.04% Add +35.3% 848 $461K
LPWM LLC 0.16% Add +0.2% 831 $461K
Hemington Wealth Management 0.16% Reduce -0.8% 848 $461K
Blue Zone Wealth Advisors, LLC 0.16% Add +6.6% 844 $459K
Morningstar Investment Services LLC 0.01% Reduce -12.9% 841 $459K
Rf&l Wealth Management, LLC 0.35% No change 842 $458K
Forbes J M & Co. LLP 0.05% New 842 $458K
Professional Financial Advisors, LLC 0.13% Add +15.8% 842 $458K
Painted Porch Advisors LLC 0.26% Add +1.0% 842 $458K
Barton Investment Management 0.06% Reduce -18.9% 839 $457K
Rowlandmiller & Partners.adv 0.10% No change 837 $456K
Planned Solutions, Inc. 0.22% No change 833 $453K
Pacific Sage Partners, LLC 0.11% No change 833 $453K
Ariadne Wealth Management, LP 0.36% — 829 $453K
HHM Wealth Advisors, LLC 0.07% Add +17.5% 832 $453K
Straight Path Wealth Management 0.23% No change 831 $452K
Heritage Wealth Partners, LLC 0.65% Reduce -42.2% 831 $452K
Alliance Wealth Management Group 0.13% No change 830 $452K
Concord Asset Management, LLC 0.11% Reduce -0.1% 830 $452K
Solutions 4 Wealth, Ltd 1.02% Reduce -6.7% 830 $452K
Robinswood Financial LLC 0.18% Add +37.7% 829 $451K
Crew Capital Management, Ltd 0.36% No change 828 $451K
Elevated Capital Advisors, LLC 0.13% Reduce -37.3% 828 $451K
RPg Family Wealth Advisory, LLC 0.15% Reduce -19.2% 824 $450K
Rise Advisors, LLC 0.24% Add +6.2% 826 $449K
Compass Capital Management, Inc. 0.03% Reduce -10.2% 825 $449K
Drive Wealth Management, LLC 0.12% Add +1.0% 822 $449K
Robbins Farley 0.24% Add +2.6% 823 $448K
Tarbox Family Office, Inc. 0.08% No change 821 $447K
Adamsbrown Wealth Consultants LLC 0.17% Add +1.5% 820 $446K
Tandem Investment Advisors, Inc. 0.02% Reduce -30.2% 819 $446K
Vision Capital Management, Inc. 0.07% Reduce -0.8% 818 $445K
Wealth Management Associates, Inc. 0.21% No change 817 $445K
RiverTree Advisors, LLC 0.30% Reduce -0.7% 817 $445K
ARK & TLK Investments, LLC 0.17% No change 814 $443K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -1.0% 814 $443K
Academy Capital Management 0.08% No change 813 $443K
Correct Capital Wealth Management 0.10% Reduce -80.4% 811 $442K
Adell Harriman & Carpenter Inc. 0.03% Add +22.8% 808 $440K
Topel & Distasi Wealth Management, LLC 0.19% Reduce -1.4% 806 $439K
HC Advisors, LLC 0.40% Reduce -80.3% 806 $439K
WestHill Financial Advisors, Inc. 0.11% No change 805 $438K
Legacy Financial Group, Inc. 0.17% Reduce -1.6% 805 $438K
Mowery & Schoenfeld Wealth Management, LLC 0.63% Reduce -49.0% 805 $438K
Eagle Asset Management Inc. 0.00% New 803 $438K
Baxter Bros Inc. 0.06% Add +1.6% 801 $436K
Cambridge Financial Group, Inc. 0.20% Reduce -6.4% 800 $435K
Compton Wealth Advisory Group, LLC 0.12% No change 800 $435K
Bollard Group LLC 0.01% No change 800 $435K
Triton Financial Group Inc 0.31% Reduce -2.2% 799 $435K
Windsor Advisory Group, LLC 0.87% Add +20.9% 797 $434K
Redwood Financial Network Corp 0.36% Add +17.7% 797 $434K
Emergent Wealth Advisors, LLC 0.35% Add +0.3% 796 $433K
Walled Lake Planning & Wealth Management, LLC 0.18% New 795 $433K
Mittelman Wealth Management 0.28% Reduce -20.4% 794 $432K
Aviso Wealth Management 0.26% New 793 $432K
Premier Path Wealth Partners, LLC 0.07% Reduce -4.7% 793 $432K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +0.1% 789 $431K
Harbor Advisory Corp. 0.15% No change 791 $430K
Boyd Wealth Management, LLC 0.24% Reduce -64.2% 789 $429K
Boulder Wealth Advisors, LLC 0.25% No change 787 $428K
ICONIQ Capital, LLC 0.01% Add +0.4% 786 $428K
McNaughton Wealth Management, LLC 0.23% Add +2.2% 784 $427K
Moody National Bank Trust Division 0.03% Add +102.3% 783 $426K
Forum Private Client Group LLC 0.20% Reduce -13.4% 783 $426K
Colonial River Investments, LLC 0.23% Add +18.7% 782 $426K
Emory University 0.27% No change 781 $425K
Robinson Value Management, Ltd. 0.29% Reduce -1.9% 777 $423K
McGlone Suttner Wealth Management, Inc. 0.09% Reduce -1.2% 889 $423K
Sonoma Private Wealth LLC 0.68% No change 774 $421K
Cedrus LLC 0.21% Add +4.0% 773 $421K
Pine Harbor Wealth Management, LLC 0.25% Add +16.9% 773 $420K
AIMZ Investment Advisors, LLC 0.15% No change 772 $420K
Tanager Wealth Management LLP 0.06% Reduce -8.6% 769 $420K
Vannoy Advisory Group, Inc. 0.33% No change 771 $420K
R. W. Roge & Company, Inc. 0.24% No change 771 $419K
Clark Asset Management, LLC 0.12% Add +51.0% 770 $419K
Advus Financial Partners, LLC 0.13% No change 769 $419K
Avid Wealth Partners LLC 0.32% Reduce -18.3% 766 $417K
Stage Harbor Financial, LLC 0.40% Add +0.9% 764 $416K
Princeton Global Asset Management LLC 0.09% Add +2.8% 764 $416K
Sachem Hill LLC 0.09% No change 763 $415K
CJM Wealth Advisers, Ltd. 0.15% Add +15.3% 761 $415K
5th Street Advisors, LLC 0.22% No change 762 $415K
Landmark Wealth Management, LLC 0.32% Reduce -0.1% 761 $414K
Enzi Wealth 0.18% Add +8.8% 744 $413K
Lwmg, LLC 0.09% Reduce -4.7% 757 $412K
Beacon Investment Advisors LLC 0.21% Add +0.3% 755 $411K
Telos Capital Management, Inc. 0.05% No change 753 $410K
PSI Advisors, LLC 0.13% Add +15.7% 753 $410K
Maryland Capital Advisors Inc. 0.22% No change 750 $408K
Colton Groome Financial Advisors, LLC 0.16% Reduce -1.3% 747 $407K
Peloton Wealth Strategists 0.17% Add +0.1% 746 $406K
Schear Investment Advisers, LLC 0.29% Reduce -50.0% 743 $404K
StoneCrest Wealth Management, Inc. 0.31% Reduce -41.7% 742 $404K
Avondale Wealth Management 0.28% No change 742 $404K
Whitcomb & Hess, Inc. 0.13% Add +4.7% 741 $403K
CarsonAllaria Wealth Management, Ltd. 0.25% Add +99.5% 740 $403K
Patient Capital Management, LLC 0.02% New 738 $402K
QCM Cayman, Ltd. 4.33% New 738 $402K
Hill Investment Group Partners, LLC 0.05% No change 725 $401K
Focused Wealth Management, Inc 0.06% Add +0.1% 733 $399K
Mosaic Financial Group, LLC 0.29% New 733 $399K
New England Professional Planning Group Inc. 0.21% No change 731 $398K
Physician Wealth Advisors, Inc. 0.07% Add +6.5% 703 $397K
Seascape Capital Management 0.15% Add +0.3% 726 $395K
Hobbs Group Advisors, LLC 0.15% — 724 $394K
Hoey Investments, Inc. 0.08% Add +399.3% 724 $394K
FMFE Wealth Management, LLC 0.37% No change 723 $394K
PFW Advisors LLC 0.13% Reduce -32.7% 723 $393K
Garrison Asset Management, LLC 0.21% Add +0.1% 722 $393K
Cedar Wealth Management, LLC 0.13% Add +1.4% 721 $392K
David Kennon Inc 0.16% No change 721 $392K
Financial Life Advisors 0.16% Reduce -1.5% 719 $391K
Vickerman Investment Advisors, Inc. 0.13% Add +28.0% 718 $391K
Northwest Financial Advisors 0.40% Reduce -2.0% 717 $390K
Pacific Sun Financial Corp 0.23% No change 717 $390K
NCM Capital Management, LLC 0.20% No change 715 $389K
SilverOak Wealth Management LLC 0.09% Add +1.1% 715 $389K
FCG Investment Co 0.29% Add +35.2% 714 $389K
Western Pacific Wealth Management, LP 0.29% Add +0.1% 714 $388K
GFG Capital, LLC 0.11% Add +2.5% 712 $387K
Pring Turner Capital Group Inc. 0.27% No change 711 $387K
Regimen Wealth, LLC 0.13% Add +0.3% 710 $386K
RDST Capital LLC 0.10% Reduce -91.7% 710 $386K
Matisse Capital 0.19% Add +16.6% 708 $386K
Bluesphere Advisors LLC 0.20% No change 707 $385K
Financial Strategies Group, Inc. 0.10% Add +10.2% 692 $385K
Atwater Malick LLC 0.13% No change 706 $384K
Kaye Capital Management 0.16% Add +21.1% 706 $384K
Acadian Asset Management LLC 0.00% Reduce -59.6% 707 $384K
Ahl Investment Management, Inc. 0.28% Reduce -1.4% 705 $384K
Presilium Private Wealth, LLC 0.10% No change 705 $384K
Piedmont Capital Management, LLC 0.26% No change 737 $383K
Eagle Harbor Asset Management Inc. 0.41% No change 704 $383K
Boston Standard Wealth Management, LLC 0.08% Add +0.3% 704 $383K
Salvus Wealth Management, LLC 0.26% Add +11.6% 702 $382K
swisspartners Advisors Ltd 0.39% Reduce -6.0% 777 $382K
MJP Associates Inc. 0.08% New 702 $382K
Mayfair Advisory Group, LLC 0.26% Reduce -9.3% 682 $382K
Decatur Capital Management, Inc. 0.18% No change 700 $381K
AF Advisors, Inc. 0.07% No change 700 $381K
Rogco, LP 0.16% Reduce -33.2% 699 $380K
Strong Tower Advisory Services 0.12% Add +0.3% 699 $380K
Brass Tax Wealth Management, Inc. 0.07% New 698 $380K
Vawter Financial, Ltd. 0.26% No change 696 $379K
Hoffman, Alan N Investment Management 0.19% Reduce -6.3% 696 $379K
Up Strategic Wealth Investment Advisors LLC 0.57% Reduce -3.6% 695 $378K
Ade, LLC 0.25% No change 693 $377K
Elgethun Capital Management 0.09% Add +0.1% 691 $376K
Court Place Advisors, LLC 0.12% Add +10.2% 689 $375K
Goldstein Advisors, LLC 0.06% Add +3.0% 687 $374K
Kensington Investment Counsel, LLC 0.16% Reduce -3.5% 683 $372K
Gill Capital Partners, LLC 0.14% Add +27.0% 682 $371K
Quad-Cities Investment Group, LLC 0.21% Reduce -4.2% 680 $370K
Gibraltar Capital Management, Inc. 0.17% Reduce -13.2% 678 $369K
Altiora Financial Group, LLC 0.09% Add +0.3% 678 $369K
True Vision MN LLC 0.24% Add +21.9% 674 $368K
Oak Asset Management, LLC 0.13% Add +1.5% 675 $367K
Great Point Wealth Advisors, LLC 0.08% Add +71.8% 675 $367K
Centennial Wealth Advisory LLC 0.16% Reduce -6.4% 675 $367K
MainStreet Investment Advisors LLC 0.04% Reduce -3.6% 673 $366K
Burford Brothers, Inc. 0.21% No change 672 $366K
Stanley-Laman Group, Ltd. 0.05% Add +0.5% 671 $365K
EFG Asset Management (Americas) Corp. 0.07% Reduce -6.7% 669 $364K
NovaPoint Capital, LLC 0.12% Add +13.4% 667 $363K
Quest Investment Management LLC 0.04% No change 666 $362K
Meadow Creek Wealth Advisors LLC 0.34% Add +0.3% 666 $362K
Legacy Bridge, LLC 0.21% Add +1.2% 665 $362K
Chemung Canal Trust Co. 0.07% No change 664 $361K
Applied Capital LLC 0.21% Reduce -9.8% 663 $361K
Howard Capital Management, LLC 0.04% Add +24.4% 662 $360K
Quantum Financial Advisors, LLC 0.06% New 660 $359K
Miller Wealth Advisors, LLC 0.19% Add +0.3% 660 $359K
Cutler Capital Management, LLC 0.17% Reduce -0.1% 659 $358K
Richard P Slaughter Associates Inc 0.08% Reduce -43.4% 655 $356K
Sugar Maple Asset Management, LLC 0.34% No change 653 $355K
Anchor Capital Advisors LLC 0.01% Reduce -9.7% 653 $355K
Goldstream Capital Management Ltd 0.17% No change 650 $355K
Kimelman & Baird, LLC 0.03% — 649 $353K
Greytown Advisors Inc. 0.21% No change 646 $353K
Mirador Capital Partners LP 0.07% Add +5.5% 647 $352K
First National Advisers, LLC 0.06% New 647 $352K
ShankerValleau Wealth Advisors, Inc. 0.15% No change 646 $352K
Brown Wealth Management, LLC 0.14% Reduce -2.7% 646 $352K
Templeton & Phillips Capital Management, LLC 0.31% New 645 $351K
Eliot Finkel Investment Counsel, LLC 0.23% No change 645 $351K
Brooklyn FI, LLC 0.14% Add +37.9% 644 $351K
Client 1ST Advisory Group, LLC 0.15% Add +35.9% 644 $350K
Valley Forge Investment Consultants Inc. Adv 0.13% No change 643 $350K
Baugh & Associates, LLC 0.18% Reduce -16.3% 538 $350K
Creative Capital Management Investments LLC 0.17% Reduce -18.7% 642 $349K
CCM Investment Advisers LLC 0.04% Add +14.8% 642 $349K
Peninsula Wealth, LLC 0.07% No change 623 $349K
Versant Capital Management, Inc 0.09% Reduce -2.9% 640 $348K
Moseley Investment Management Inc. 0.16% No change 639 $348K
Thompson Davis & Co., Inc. 0.30% Reduce -22.0% 638 $347K
Dudley Capital Management, LLC 0.19% No change 635 $346K
Reston Wealth Management LLC 0.14% Reduce -7.0% 633 $345K
CKW Financial Group 0.04% Add +0.3% 631 $344K
Cascade Investment Advisors, Inc. 0.23% No change 631 $344K
Hayek Kallen Investment Management 0.13% Add +34.2% 624 $340K
Planning Directions Inc. 0.23% No change 624 $340K
Presidio Capital Management, LLC 0.24% Add +10.3% 623 $339K
First Pacific Financial 0.09% Add +0.3% 622 $339K
Higgins & Schmidt Wealth Strategies LLC 0.24% Reduce -10.4% 622 $339K
Strategic Investment Solutions, Inc. 0.11% — 614 $338K
HRC Wealth Management, LLC 0.23% Reduce -0.5% 621 $338K
Lakeshore Financial Planning, Inc. 0.16% Add +3.0% 620 $337K
Meridian Wealth Partners, LLC 0.06% Add +5.1% 620 $337K
Dodds Wealth, LLC 0.13% Reduce -3.0% 604 $336K
Alexander Randolph Advisory, Inc. 0.31% Reduce -1.1% 615 $335K
Crescent Sterling, Ltd. 0.32% Add +2.5% 615 $335K
Partners in Financial Planning 0.07% Add +0.2% 615 $334K
Briaud Financial Planning Inc 0.19% No change 615 $334K
HFG Wealth Management, LLC 0.21% New 612 $333K
Crane Advisory, LLC 0.06% Reduce -15.0% 600 $333K
Carson Advisory Inc. 0.23% Add +0.2% 610 $332K
Anson Capital, Inc. 0.33% No change 608 $331K
FWG Investments, LLC. 0.33% Reduce -7.6% 607 $330K
Monument Group Wealth Advisors, LLC 0.22% No change 606 $330K
Mendel Capital Management LLC 0.21% No change 606 $330K
Knightsbridge Asset Management, LLC 0.08% No change 602 $328K
Unique Wealth Strategies, LLC 0.15% No change 625 $327K
Ramirez Asset Management, Inc. 0.07% No change 600 $327K
Global Wealth Management Investment Advisory, Inc. 0.08% No change 598 $325K
Muirfield Wealth Advisors LLC 0.30% Reduce -0.2% 597 $325K
National Wealth Management Group, LLC 0.25% Reduce -15.3% 596 $324K
CBIZ Investment Advisory Services, LLC 0.02% No change 593 $324K
SMART Wealth LLC 0.13% Add +0.2% 595 $324K
Walker Financial Services, Inc. 0.25% Add +0.2% 595 $324K
Cookson Peirce & Co. Inc. 0.02% No change 594 $323K
Stone House Investment Management, LLC 0.08% Reduce -99.3% 593 $323K
Maltin Wealth Management, Inc. 0.17% Add +0.3% 588 $320K
Redmond Asset Management, LLC 0.10% New 586 $319K
Cardinal Capital Management 0.05% Add +6.0% 581 $317K
Stonekeep Investments, LLC 0.26% — 582 $317K
KilterHowling LLC 0.22% Add +0.3% 581 $316K
Brown Financial Advisory 0.24% No change 579 $315K
Crumly & Associates Inc. 0.09% Reduce -0.9% 578 $314K
RDA Financial Network 0.10% Reduce -0.7% 578 $314K
Astoria Strategic Wealth, Inc. 0.10% No change 575 $313K
RVW Wealth, LLC 0.03% No change 575 $313K
Advisory Research Inc. 0.06% Add +33.5% 574 $312K
Arcadia Investment Management Corp. 0.05% No change 573 $312K
Berry Wealth Group, LP 0.25% No change 573 $312K
Strategic Financial Partners, Ltd. 0.17% Add +28.0% 572 $311K
Gray Wealth Management Inc. 0.13% Reduce -6.7% 570 $310K
Petix & Botte Co 0.09% Reduce -48.3% 570 $310K
Strategic Advocates LLC 0.12% Add +42.5% 570 $310K
Advisors Management Group Inc. 0.08% Add +9.4% 570 $310K
First Citizens Asset Management, Inc. 0.12% Reduce -0.2% 569 $310K
Provident Wealth Management, LLC 0.11% Reduce -2.2% 567 $309K
Tidal Investments LLC 0.00% Reduce -96.4% 566 $308K
M&R Capital Management Inc. 0.07% Reduce -3.6% 566 $308K
Acas, LLC 0.27% No change 559 $308K
Boston Common Asset Management, LLC 0.01% Add +0.4% 564 $307K
Lynch & Associates 0.07% No change 560 $305K
Sunburst Financial Group, LLC 0.08% Add +45.8% 560 $305K
Dividend Assets Capital, LLC 0.06% No change 559 $304K
Community Bank of Raymore 0.24% No change 558 $304K
Piscataqua Savings Bank 0.27% Reduce -1.8% 557 $303K
Wealthgarden F.S. LLC 0.32% — 556 $303K
Trellis Wealth Advisors LLC 0.17% Reduce -0.9% 556 $303K
Sweet Financial Partners, LLC 0.07% No change 553 $301K
Sound Stewardship, LLC 0.18% New 551 $300K
Cedar Mountain Advisors, LLC 0.07% Add +0.2% 549 $299K
Herold Advisors, Inc. 0.07% No change 549 $299K
Disciplined Equity Management, Inc. 0.20% No change 546 $297K
Southland Equity Partners LLC 0.08% Reduce -40.3% 546 $297K
Kingfisher Capital LLC 0.07% Add +4.0% 541 $294K
IAG Wealth Partners, LLC 0.06% Add +1.5% 539 $293K
Phillips Wealth Planners LLC 0.31% Reduce -2.8% 521 $292K
United Bank 0.15% No change 537 $292K
Johnson Financial Group, LLC 0.04% New 536 $292K
PYA Waltman Capital, LLC 0.11% No change 535 $291K
Hamilton Wealth, LLC 0.08% No change 534 $291K
Luts & Greenleigh Group, Inc. 0.30% — 531 $289K
Security National Bank of Sioux City Iowa 0.21% No change 530 $288K
Petra Financial Advisors Inc. 0.21% Reduce -1.3% 528 $287K
Cornerstone Management, Inc. 0.06% Reduce -50.7% 528 $287K
Clear Rock Advisors, LLC 0.12% New 527 $287K
Burns Matteson Capital Management, LLC 0.18% Add +9.8% 527 $287K
LifePro Asset Management 0.20% Add +16.1% 525 $286K
Insight Folios Inc 0.12% Add +4.6% 525 $286K
O'Brien Greene & Co. Inc 0.09% Add +13.4% 525 $286K
Future Financial Wealth Managment LLC 0.25% No change 523 $285K
Clifford Group, LLC 0.23% Add +2.1% 523 $285K
Oak Family Advisors, LLC 0.11% No change 522 $284K
Continuum Wealth Advisors, LLC 0.15% New 521 $284K
Mechanics Financial Corp 0.15% Reduce -3.3% 521 $284K
Lauterbach Financial Advisors, LLC 0.19% No change 530 $282K
Tamar Securities, LLC 0.05% Add +71.0% 518 $282K
Dechtman Wealth Management, LLC 0.06% New 516 $281K
Flynn Zito Capital Management, LLC 0.14% New 515 $280K
Worth Asset Management, LLC 0.17% No change 514 $280K
Koa Wealth Management, LLC 0.24% Add +10.8% 513 $279K
Trust Co of Kansas 0.15% No change 512 $279K
Buck Wealth Strategies, LLC 0.08% New 512 $279K
Level Financial Advisors 0.12% No change 511 $278K
Schulz Wealth, LTD. 0.24% No change 510 $278K
Maiden Cove Capital, LLC 0.60% — 528 $276K
Global Wealth Strategies & Associates 0.10% No change 506 $275K
Richardson Capital Management LLC 0.21% Add +0.2% 504 $275K
Moulton Wealth Management, Inc. 0.25% Add +0.4% 491 $275K
Emprise Bank 0.17% New 504 $274K
Summit Investment Advisory Services, LLC 0.32% Reduce -81.3% 504 $274K
Red Mountain Financial, LLC 0.33% — 503 $274K
DF Dent & Co. Inc. 0.00% No change 502 $273K
EnRich Financial Partners LLC 0.10% Reduce -1.0% 501 $273K
Atlas Wealth Partners, LLC 1.15% Add +9.2% 499 $272K
Phraction Management LLC 0.11% New 499 $272K
Independent Solutions Wealth Management, LLC 0.06% Add +15.2% 499 $272K
Boomfish Wealth Group, LLC 0.17% No change 496 $270K
Mustard Seed Financial, LLC 0.26% Add +0.4% 495 $269K
West Wealth Group, LLC 0.10% Add +0.2% 494 $269K
Vantage Investment Partners, LLC 0.02% No change 494 $269K
Gray Private Wealth, LLC 0.17% No change 494 $269K
Continental Investors Services, Inc. 0.60% Add +19.7% 493 $268K
Fielder Capital Group LLC 0.10% No change 493 $268K
Andina Capital Management, LLC 0.20% New 489 $266K
RMR Capital Management, LLC 0.24% Reduce -4.5% 489 $266K
Viawealth, LLC 0.17% No change 489 $266K
McRae Capital Management Inc. 0.06% No change 489 $266K
Schiavi & Co LLC 0.10% No change 488 $266K
Apollon Financial, LLC 0.09% Reduce -14.1% 488 $265K
VanWeelden Wealth Management, LLC 0.23% — 429 $265K
Weitzel Financial Services, Inc. 0.13% Add +22.1% 486 $265K
Fort Pitt Capital Group, LLC 0.01% Reduce -72.9% 487 $265K
Somerville Kurt F 0.04% No change 486 $264K
Harfst & Associates, Inc. 0.06% Reduce -3.6% 482 $262K
Johnson Bixby & Associates, LLC 0.04% Add +17.1% 480 $261K
City Center Advisors, LLC 0.31% No change 498 $261K
BetterWealth, LLC 0.08% Reduce -2.4% 479 $261K
Blackhill Capital Inc. 0.02% No change 478 $260K
Argent Advisors, Inc. 0.10% New 477 $260K
Talisman Wealth Advisors LLC 0.30% New 477 $259K
DLK Investment Management, LLC 0.11% Reduce -6.7% 476 $259K
Twelve Points Wealth Management LLC 0.09% Add +3.5% 473 $258K
Beck Mack & Oliver LLC 0.01% No change 473 $257K
Heritage Wealth Management, LLC 0.14% New 472 $257K
Heritage Family Offices, LLP 0.14% — 472 $257K
KOM Wealth Management Group, LLC 0.24% New 470 $256K
Spectrum Planning & Advisory Services Inc. 0.25% — 467 $255K
Menlo Advisors LLC 0.14% No change 470 $255K
Highline Wealth Partners LLC 0.10% Add +0.2% 468 $255K
VestGen Investment Management 0.07% Add +2.6% 465 $253K
WESPAC Advisors SoCal, LLC 0.06% Add +2.2% 464 $253K
Clear Investment Research, LLC 0.33% Add +37.4% 463 $252K
Cabot Wealth Management Inc. 0.03% Add +6.5% 461 $251K
Pecaut & Co. 0.09% Add +1.6% 459 $250K
Brio Consultants, LLC 0.04% New 458 $249K
Caldwell Sutter Capital, Inc. 0.12% No change 457 $249K
Old North State Wealth Management, LLC 0.16% Reduce -17.4% 454 $248K
Mascoma Wealth Management LLC 0.07% No change 456 $248K
Miller Howard Investments Inc. 0.01% Reduce -9.5% 456 $248K
Koesten, Hirschmann & Crabtree, INC. 0.16% No change 474 $248K
Westhampton Capital, LLC 0.13% New 454 $247K
Fonville Wealth Management LLC 0.10% Add +3.7% 452 $246K
Kathmere Capital Management, LLC 0.03% No change 451 $246K
Diligent Investors, LLC 0.06% Add +0.2% 451 $245K
Gentry Private Wealth, LLC 0.22% — 451 $245K
Kennedy Investment Group, Inc. 0.12% Reduce -2.4% 450 $245K
Schulhoff & Co. Inc. 0.11% Reduce -5.3% 450 $245K
Whitener Capital Management, Inc. 0.07% Reduce -1.5% 449 $244K
Advisory Resource Group 0.06% Reduce -33.5% 449 $244K
Walter & Keenan Wealth Management LLC /in/ 0.08% No change 448 $244K
Clay Northam Wealth Management, LLC 0.18% Add +2.5% 447 $243K
Poehling Capital Management, INC. 0.07% No change 447 $243K
Firethorn Wealth Partners, LLC 0.14% New 446 $243K
Beverly Hills Private Wealth, LLC 0.05% Add +2.1% 446 $243K
Fortitude Family Office, LLC 0.14% Reduce -14.4% 441 $240K
Andrew Hill Investment Advisors, Inc. 0.20% New 439 $239K
New Capital Management LP 0.07% New 437 $238K
Teamwork Financial Advisors, LLC 0.04% Reduce -85.2% 433 $236K
Strategic Planning Group, LLC 0.05% Add +0.2% 433 $236K
Private Management Group Inc. 0.01% New 433 $236K
Financial Gravity Asset Management, Inc. 0.06% Add +44.6% 431 $235K
Sweeney & Michel, LLC 0.10% Add +6.3% 422 $234K
Riversedge Advisors, LLC 0.06% Add +0.5% 431 $234K
WT Wealth Management 0.08% New 430 $234K
Bay Harbor Wealth Management, LLC 0.08% Add +0.2% 430 $234K
Signature Wealth Management Group 0.10% No change 429 $233K
Birchbrook, Inc. 0.14% No change 426 $232K
M. Kraus & Co 0.07% No change 426 $232K
Arcataur Capital Management LLC 0.08% No change 423 $230K
Biondo Investment Advisors, LLC 0.03% Reduce -58.2% 423 $230K
Murphy Pohlad Asset Management LLC 0.10% No change 422 $230K
Southern Capital Advisors, LLC 0.14% Add +0.2% 422 $230K
Adaptive Financial Consulting, LLC 0.10% Add +0.2% 421 $229K
Barnett & Company, Inc. 0.16% No change 420 $229K
Hoge Financial Services, LLC 0.19% Reduce -26.0% 419 $228K
Gateway Advisory, LLC 0.04% New 418 $227K
Pachira Investments Inc. 0.20% Add +0.2% 417 $227K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 415 $227K
Adapt Wealth Advisors, LLC 0.14% New 416 $226K
Paragon Advisors, LLC 0.08% Reduce -59.3% 416 $226K
Marathon Strategic Advisors, LLC 0.26% New 415 $226K
Kickstand Ventures, Llc. 0.06% Reduce -22.2% 413 $225K
Coston, McIsaac & Partners 0.07% Add +6.2% 410 $223K
Ballew Advisors, Inc 0.15% Reduce -66.2% 397 $223K
PCA Investment Advisory Services Inc. 0.12% Add +0.3% 409 $223K
New Perspectives, Inc 0.12% Add +4.9% 409 $223K
Spectrum Investment Advisors, Inc. 0.16% Add +6.0% 409 $222K
Notis-McConarty Edward 0.09% No change 408 $222K
Banco BTG Pactual S.A. 0.06% New 401 $221K
Durante & Waters, LLC 0.20% No change 405 $220K
Marietta Investment Partners LLC 0.05% No change 404 $220K
Pinion Investment Advisors, LLC 0.11% New 404 $220K
Sterling Group Wealth Management, LLC 0.13% — 403 $219K
Avalon Advisory Group 0.10% New 403 $219K
All Season Financial Advisors, Inc. 0.20% New 402 $219K
First Bank & Trust 0.04% No change 402 $219K
Thompson Investment Management, Inc. 0.03% New 402 $219K
Thomas Story & Son LLC 0.09% No change 400 $218K
Intrepid Capital Management Inc. 0.14% No change 400 $218K
Grand Jean Capital Management Inc. 0.05% No change 400 $218K
Jacobson & Schmitt Advisors, LLC 0.05% New 400 $218K
Moller Wealth Partners 0.06% New 399 $217K
AFS Financial Group, LLC 2.89% No change 397 $216K
Regency Capital Management Inc.\DE 0.14% New 397 $216K
Cyr Financial Inc. 0.22% — 397 $216K
Melone Private Wealth, LLC 0.13% Add +0.8% 395 $215K
Bowman & Co S.C. 0.12% Add +0.3% 390 $212K
Thomas J. Herzfeld Advisors, Inc. 0.07% No change 390 $212K
Rather & Kittrell, Inc. 0.06% No change 390 $212K
Compass Advisory Group LLC 0.09% No change 386 $211K
Sargent Investment Group, LLC 0.04% New 387 $211K
Bull Oak Capital, LLC 0.14% No change 386 $210K
Bey-Douglas LLC 0.19% New 374 $210K
Financial Planning & Information Services, Inc. 0.03% Reduce -45.6% 384 $209K
Aspen Wealth Strategies, LLC 0.14% New 374 $208K
Econ Financial Services Corp 0.13% Reduce -52.0% 381 $207K
Donor Advised Charitable Giving, Inc. 0.00% New 379 $206K
Kiely Wealth Advisory Group, Inc. 0.11% Add +40.0% 385 $204K
Overbrook Management Corp 0.05% Reduce -28.5% 374 $204K
Capstone Wealth Management Group, LLC 0.13% Reduce -34.3% 372 $203K
Cornerstone National Bank & Trust Co 0.10% New 372 $202K
Broadview Financial Management, LLC 0.15% New 371 $202K
Leading Edge Financial Planning LLC 0.08% New 371 $202K
Balentine LLC 0.01% Reduce -67.5% 370 $201K
Cadence Wealth Management LLC 0.14% Reduce -5.1% 369 $201K
Blume Capital Management, Inc. 0.05% No change 369 $201K
KWB Wealth 0.03% No change 383 $200K
Private Wealth Management Group, LLC 0.08% Reduce -23.9% 360 $196K
Financial Connections Group, Inc. 0.10% No change 357 $194K
Astor Investment Management LLC 0.09% Reduce -35.8% 350 $190K
Gleason Group, Inc. 0.04% Add +0.3% 349 $190K
Triad Wealth Partners, LLC 0.10% New 346 $189K
Keener Financial Planning LLC 0.12% No change 340 $185K
PFS Partners, LLC 0.12% Add +0.3% 340 $185K
BNP Paribas 0.01% No change 330 $180K
HWG Holdings LP 0.07% — 326 $177K
WFA Asset Management Corp 0.10% No change 325 $177K
Grayhawk Investment Strategies Inc. 0.79% No change 320 $174K
Alpha DNA Investment Management LLC 0.10% Reduce -27.3% 312 $170K
Field & Main Bank 0.06% No change 312 $170K
Chelsea Counsel Co. 0.08% No change 310 $169K
Strengthening Families & Communities, LLC 0.05% Add +0.3% 306 $167K
Jag Capital Management, LLC 0.02% No change 305 $166K
JCIC Asset Management Inc. 0.07% No change 305 $166K
Financial Freedom, LLC 0.09% Add +1.7% 297 $161K
Janiczek Wealth Management, LLC 0.03% No change 295 $161K
Quarry LP 0.07% New 294 $160K
William B. Walkup & Associates, Inc. 0.10% — 280 $152K
KBC Group NV 0.00% Reduce -68.2% 270 $147K
Stephens Consulting, LLC 0.04% Reduce -7.5% 270 $147K
Denver PWM, LLC 0.06% New 269 $146K
Ridgewood Investments LLC 0.07% New 267 $145K
HBC Financial Services, PLLC 0.09% No change 260 $141K
Pacifica Partners Inc. 0.06% Add +24.9% 251 $138K
Avion Wealth 0.04% Reduce -8.7% 253 $137K
Hershey Financial Advisers, LLC 0.12% — 245 $133K
RE Dickinson Investment Advisors, LLC 0.08% No change 241 $131K
Dagco, Inc. 0.06% No change 232 $126K
Legacies Wealth LLC 0.11% Reduce -29.9% 227 $124K
ZynergyRetirementPlanningLLC 0.09% — 219 $119K
Cadent Capital Advisors, LLC 0.05% No change 217 $118K
Horizon Bancorp Inc. 0.06% No change 213 $116K
Mendota Financial Group, LLC 0.06% No change 212 $115K
Standard Family Office LLC 0.15% No change 210 $114K
Goodman Advisory Group, LLC 0.03% No change 210 $114K
Benjamin Edwards Inc. 0.02% Add +23.6% 204 $111K
Brown Shipley& Co Ltd 0.05% Reduce -97.6% 202 $110K
Contravisory Investment Management, Inc. 0.02% Reduce -55.0% 192 $104K
Horrell Capital Management, Inc. 0.03% Add +3.8% 190 $103K
VitalStone Financial, LLC 0.07% Reduce -34.5% 184 $100K
Corecam Pte. Ltd. 0.07% No change 182 $99K
Evolution Advisers, Inc. 0.06% No change 179 $97K
Citizens National Bank Trust Department 0.02% No change 178 $97K
Perkins Coie Trust Co 0.02% No change 169 $92K
Tradewinds Capital Management, LLC 0.03% Reduce -5.6% 168 $91K
Redwood Wealth Management Group, LLC 0.07% New 166 $90K
True Wealth Design, LLC 0.02% No change 164 $89K
Milestone Investment Advisors LLC 0.02% Add +4.0% 158 $86K
Great Lakes Retirement, Inc. 0.01% New 157 $86K
Loomis Sayles & Co. L P 0.00% New 154 $84K
Creekmur Asset Management LLC 0.02% Add +40.2% 150 $82K
Clearstead Trust, LLC 0.02% No change 141 $77K
MilWealth Group LLC 0.02% Reduce -28.0% 134 $73K
Prestige Wealth Management Group LLC 0.02% No change 131 $72K
Stuart Chaussee & Associates, Inc. 0.02% No change 130 $71K
Carmichael Hill & Associates, Inc. 0.03% Reduce -66.0% 128 $70K
New Millennium Group LLC 0.04% New 124 $67K
Studio Investment Management LLC 0.02% No change 121 $66K
Dynamic Wealth Strategies, LLC 0.06% No change 119 $65K
Bank & Trust Co 0.05% — 118 $64K
Hartford Financial Management Inc. 0.01% Reduce -38.5% 115 $63K
Deane Retirement Strategies, Inc. 0.03% No change 114 $62K
Transamerica Financial Advisors, LLC 0.01% No change 113 $62K
Arcadia Investment Advisors LLC 0.03% No change 111 $60K
Elequin Capital, LP 0.04% Reduce -92.4% 328 $57K
Sanctuary Wealth Management, L.L.C. 0.04% No change 102 $56K
Skylands Capital, LLC 0.01% No change 100 $54K
Northwest Bank & Trust Co 0.05% No change 100 $54K
FWL Investment Management, LLC 0.03% Add +5.4% 97 $53K
Legend Financial Advisors, Inc. 0.03% Add +76.5% 90 $49K
WFA of San Diego, LLC 0.04% — 87 $47K
New England Capital Financial Advisors LLC 0.03% No change 86 $47K
Fairfield Financial Advisors, LTD 0.01% — 85 $46K
Vermillion & White Wealth Management Group, LLC 0.03% No change 83 $45K
REAP Financial Group, LLC 0.01% Reduce -19.0% 81 $44K
Essex Investment Management Co. LLC 0.01% No change 81 $44K
Transcendent Capital Group LLC 0.03% No change 81 $44K
Riverview Trust Co 0.04% No change 80 $44K
FPC Investment Advisory, Inc. 0.04% No change 75 $42K
Kessler Investment Group, LLC 0.02% Add +4.3% 73 $40K
Camelot Portfolios, LLC 0.02% New 70 $38K
Scarborough Advisors, LLC 0.02% Reduce -16.9% 69 $37K
Evergreen Private Wealth LLC 0.02% No change 68 $37K
Carolina Wealth Advisors, LLC 0.02% Reduce -80.4% 61 $33K
Dogwood Wealth Management LLC 0.02% Add +2900.0% 60 $33K
CGC Financial Services, LLC 0.01% No change 60 $33K
Moser Wealth Advisors, LLC 0.02% No change 55 $30K
Mb, Levis & Associates, LLC 0.02% No change 53 $29K
Broadwater Capital Management LLC 0.02% No change 50 $27K
Game Plan Financial Advisors, LLC 0.01% No change 50 $27K
DB Fitzpatrick & Co, Inc 0.02% Reduce -50.6% 39 $21K
Bramshill Investments, LLC 0.00% New 39 $21K
Fairscale Capital, LLC 0.02% — 33 $19K
Advantage Trust Co 0.01% No change 31 $17K
Valued Wealth Advisors LLC 0.01% Add +36.4% 30 $16K
Cypress Capital Management LLC (WY) 0.02% No change 30 $16K
1620 Investment Advisors, Inc. 0.01% New 30 $16K
Covestor Ltd 0.01% Reduce -48.1% 27 $15K
Kings Path Partners LLC 0.01% — 25 $14K
Pingora Partners LLC 0.01% No change 25 $14K
DecisionPoint Financial, LLC 0.00% No change 24 $13K
PayPay Securities Corp 1.04% Reduce -62.9% 23 $13K
Mfa Wealth Advisors, LLC 0.00% New 21 $11K
Gould Capital, LLC 0.01% No change 20 $11K
Capco Asset Management, LLC 0.00% Add +35.7% 19 $10K
ARK Investment Management 0.00% Add +300.0% 16 $9K
Nisa Investment Advisors, LLC 0.00% Reduce -99.8% 15 $8K
Eukles Asset Management 0.00% No change 13 $7K
IFS Advisors, LLC 0.01% No change 11 $6K
Weiss Asset Management LP 0.00% Reduce -100.0% 10 $5K
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 $4K
Timber Creek Capital Management LLC 0.00% New 7 $4K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
McClarren Financial Advisors, Inc. 0.00% Add +184.8% 544 $103

"% 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.