SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q3 2024 (September 30)
3,802holders +43
133new positions
102sold out
16famous investors
$571.39avg. 13F price*

At the end of Q3 2024, 3,802 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, up 43 from Q2 2024. 133 opened new positions and 102 sold out. The largest holders were JPMorgan Chase & Co. ($32.5B), Morgan Stanley ($20.4B) and Goldman Sachs Group Inc. ($19.0B). 16 famous investors held it, including Joel Greenblatt (11.0% of Gotham Asset Management's portfolio), Israel Englander (2.9% of Millennium Management's portfolio) and Ray Dalio (2.7% of Bridgewater Associates's portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
SPDR S&P 500 ETF TR (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions133$2.6B
Exits102$3.2B

All 13F filers, Q2 2024 → Q3 2024: 66,723,758 shares bought and 44,104,754 shares sold, net +22,619,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,802 holders

JPMorgan Chase & Co. 2.61% Add +0.6% 56,678,232 $32.5B
Morgan Stanley 1.48% Add +1.9% 35,633,173 $20.4B
Goldman Sachs Group Inc. 3.64% Reduce -3.8% 33,145,285 $19.0B
Bank of America Corp. 1.49% Add +17.7% 29,590,043 $17.0B
Susquehanna International Group, LLP 18.18% Add +34.1% 18,323,862 $10.5B
Northern Trust Corp. 1.26% Reduce -0.5% 13,420,360 $7.7B
Royal Bank of Canada 1.58% Add +53.8% 12,344,036 $7.1B
Wells Fargo & Company 1.49% Reduce -8.2% 10,658,617 $6.1B
Bank of Montreal 2.59% Add +39.3% 9,681,197 $5.5B
Capula Management Ltd 68.20% Add +386.8% 9,479,685 $5.4B
LPL Financial LLC 2.19% Add +2.2% 8,556,108 $4.9B
UBS Group AG 1.37% Add +10.1% 8,525,137 $4.9B
HRT Financial LP 24.09% Add +12.4% 8,453,560 $4.8B
TD Asset Management Inc 3.38% Reduce -4.5% 6,699,366 $3.8B
Qube Research & Technologies Ltd 6.22% Reduce -6.0% 5,923,878 $3.4B
Millennium Management 2.87% Add +81.0% 5,566,606 $3.2B
Northwestern Mutual Wealth Management Co. 2.71% Add +1.9% 5,316,371 $3.1B
Jane Street Group, LLC 4.73% Add +824.4% 5,106,773 $2.9B
Barclays PLC 1.25% Reduce -8.6% 4,927,189 $2.8B
US Bancorp \de 3.35% Reduce -1.2% 4,542,952 $2.6B
PNC Financial Services Group, Inc. 1.54% Reduce -1.9% 4,213,441 $2.4B
FMR LLC 0.14% Add +0.4% 4,059,234 $2.3B
Healthcare of Ontario Pension Plan Trust Fund 5.57% Reduce -34.5% 3,968,464 $2.3B
Citadel Advisors 2.33% Reduce -32.2% 3,796,929 $2.2B
SG Americas Securities, LLC 7.61% Add +295.6% 3,440,221 $2.0B
Cresset Asset Management, LLC 7.53% Add +5.0% 3,370,961 $1.9B
Bank of New York Mellon Corp 0.36% Reduce -1.2% 3,367,156 $1.9B
Truist Financial Corp. 3.03% Reduce -1.5% 3,353,597 $1.9B
Silicon Valley Community Foundation 79.74% Add +39.6% 3,294,089 $1.9B
Ameriprise Financial Inc. 0.47% Reduce -7.8% 3,199,032 $1.8B
State of Michigan Retirement System 9.03% Add +2.3% 3,172,340 $1.8B
Mackenzie Financial Corp. 2.48% Add +1.4% 3,101,957 $1.8B
Creative Planning 1.68% Reduce -0.8% 2,976,452 $1.7B
Optiver Holding B.V. 42.62% Reduce -38.5% 2,919,262 $1.7B
Schonfeld Strategic Advisors LLC 13.39% Add +231.7% 2,873,195 $1.6B
Envestnet Asset Management Inc. 0.51% Add +1.3% 2,748,725 $1.6B
National Mutual Insurance Federation of Agricultural Cooperatives 13.50% No change 2,617,832 $1.5B
Raymond James & Associates 0.87% Add +1.4% 2,498,414 $1.4B
Rockefeller Capital Management L.P. 3.82% Add +11.6% 2,472,811 $1.4B
Pathstone Holdings, LLC 6.07% Reduce -10.9% 2,364,027 $1.4B
Bank of Nova Scotia 2.71% Reduce -29.6% 2,337,664 $1.3B
Canada Pension Plan Investment Board 1.22% No change 2,237,000 $1.3B
Lido Advisors, LLC 9.21% Add +3.3% 2,118,071 $1.2B
Raymond James Financial Services Advisors, Inc. 1.60% Add +2.4% 2,095,415 $1.2B
Cerity Partners LLC 2.62% New 2,234,812 $1.2B
Commonwealth Equity Services, LLC 1.73% Add +0.7% 1,986,680 $1.1B
Marshall Wace, LLP 1.40% Add +81.7% 1,866,734 $1.1B
Gotham Asset Management 11.03% Add +25.3% 1,858,501 $1.1B
HighTower Advisors, LLC 1.56% Add +3.8% 1,844,778 $1.1B
Clal Insurance Enterprises Holdings Ltd 8.97% Add +101.3% 1,762,783 $1.0B
Capstone Investment Advisors, LLC 34.45% Add +150.7% 1,718,205 $985.8M
Mizuho Securities USA LLC 20.77% Add +459.7% 1,683,867 $966.1M
Bank Julius Baer & Co. Ltd, Zurich 3.16% Reduce -6.2% 1,381,770 $938.7M
CTC LLC 41.34% Add +454.3% 1,573,121 $902.6M
Natixis 5.48% Add +33.7% 1,567,210 $899.2M
Norinchukin Bank, The 21.18% No change 1,563,696 $897.2M
Alberta Investment Management Corp 7.99% Add +89.9% 1,532,453 $879.3M
Stifel Financial Corp. 0.92% Reduce -0.8% 1,524,993 $875.0M
Mercer Global Advisors Inc. 2.01% Add +0.7% 1,512,998 $860.6M
Toronto Dominion Bank 1.48% Reduce -42.3% 1,546,760 $835.7M
State Street Corp. 0.03% Add +14.3% 1,423,150 $819.0M
Manufacturers Life Insurance Company, The 0.71% Add +0.0% 1,394,689 $800.2M
Alliancebernstein L.P. 0.26% Add +79.0% 1,374,112 $788.4M
Analyst IMS Investment Management Services Ltd. 29.78% Add +1.9% 1,351,252 $775.3M
BlackRock, Inc. 0.02% — 1,325,183 $760.3M
Cetera Investment Advisers 1.63% Add +0.7% 1,302,402 $747.3M
Cibc World Markets Corp. 5.38% Reduce -58.2% 1,292,836 $741.8M
BNP Paribas Financial Markets 0.70% Reduce -32.2% 1,249,826 $717.1M
Mariner, LLC 1.27% Add +0.5% 1,245,152 $714.4M
Trust Asset Management LLC 55.58% Reduce -0.2% 1,214,760 $697.0M
Euclidean Capital LLC 76.11% Add +4.9% 1,202,804 $690.1M
CHURCHILL MANAGEMENT Corp 7.78% Reduce -0.6% 1,182,248 $678.3M
Nissay Asset Management Corp. /Japan 4.23% No change 1,164,154 $667.9M
Corient Private Wealth LP 1.01% Add +5.7% 1,118,598 $640.3M
Swan Global Investments, LLC 30.57% Add +1.9% 1,104,895 $633.9M
Howard Hughes Medical Institute 99.62% Add +27.8% 1,094,663 $628.1M
Jefferies Financial Group Inc. 10.85% Add +0.0% 1,086,239 $623.2M
Board of Trustees of The Leland Stanford Junior University 51.58% Reduce -35.8% 1,055,401 $605.5M
Hirtle & Co., LLC 28.43% Reduce -0.7% 1,047,334 $600.9M
Common Fund for Nonprofit Organizations 71.50% Reduce -5.0% 1,039,798 $596.6M
Freedom Together Foundation 62.90% Add +312.1% 1,037,800 $595.4M
BBR Partners, LLC 43.35% Add +1.9% 991,338 $568.8M
Osaic Holdings, Inc. 1.26% Reduce -2.5% 970,324 $557.1M
Citigroup Inc. 0.51% Add +38.1% 958,484 $549.9M
Valeo Financial Advisors, LLC 15.68% Reduce -0.5% 974,428 $548.9M
Verition Fund Management LLC 4.11% Add +599.3% 938,646 $538.6M
HSBC Holdings PLC 0.32% Reduce -70.5% 894,086 $511.1M
Glenmede Trust Co. NA 2.39% Reduce -0.2% 871,999 $500.3M
Sanders Capital, LLC 0.72% Add +0.4% 871,195 $499.9M
Two Sigma Investments, LP 1.16% Reduce -69.0% 865,942 $496.8M
Bridgewater Associates 2.72% Add +17.5% 836,965 $480.2M
Prudential Financial Inc. 0.67% Reduce -0.2% 830,694 $476.6M
Blair William & Co. 1.36% Add +4.2% 805,359 $462.1M
Pure Financial Advisors, LLC 10.91% Add +7.6% 792,243 $454.6M
DRW Securities, LLC 24.98% Add +45.2% 790,303 $453.4M
Texas Treasury Safekeeping Trust Co. 15.86% No change 778,789 $446.9M
Circle Wealth Management, LLC 9.91% Reduce -5.3% 778,477 $446.7M
Pentwater Capital Management LP 8.11% Add +68.0% 770,000 $441.8M
Old Mission Capital LLC 9.49% Add +293.8% 753,949 $432.6M
Captrust Financial Advisors 1.28% Add +35.3% 1,050,646 $431.3M
Greenfield FTC, Inc. 91.99% Reduce -0.2% 739,455 $424.3M
MAI Capital Management 4.06% Add +0.9% 738,506 $423.7M
Members Trust Co 13.63% Reduce -10.7% 732,870 $420.5M
Journey Strategic Wealth LLC 15.26% Add +0.6% 726,236 $416.7M
NorthRock Partners, LLC 13.66% Add +1.3% 720,737 $414.8M
Pine Ridge Advisers LLC 41.13% Add +2.2% 720,309 $413.2M
Cohen Klingenstein LLC 14.11% Reduce -1.6% 705,781 $404.9M
IMC-Chicago, LLC 11.53% Reduce -34.9% 696,422 $399.6M
Meitav Investment House Ltd. 6.65% Reduce -0.5% 692,789 $396.9M
Apexium Financial, LP 25.51% Add +0.5% 674,318 $386.9M
Wolverine Trading, LLC 10.07% Reduce -64.5% 675,042 $385.8M
Man Group plc 1.13% Add +8.0% 668,568 $383.6M
Thrivent Financial for Lutherans 0.71% Reduce -29.1% 648,104 $371.9M
Mirae Asset Global Investments Co., Ltd. 1.64% Reduce -7.3% 648,998 $370.9M
Granger Management LLC 72.44% Reduce -15.9% 639,942 $368.3M
Walleye Trading LLC 8.73% Add +11.1% 632,779 $363.1M
AMG National Trust Bank 9.83% Reduce -12.0% 632,625 $363.0M
Sun Life Financial Inc. 20.23% Reduce -1.0% 632,029 $362.6M
Wealth Enhancement Advisory Services, LLC 0.77% Add +1.5% 620,979 $356.3M
Baird Financial Group, Inc. 0.69% Add +6.6% 620,958 $356.3M
MML Investors Services, LLC 1.29% Add +5.3% 614,793 $352.7M
NorthCoast Asset Management LLC 2.47% Add +19.2% 732,199 $350.6M
Wealthspire Advisors, LLC 3.51% Add +1.7% 601,431 $345.1M
Franklin Resources Inc. 0.10% Add +8.8% 589,253 $344.7M
Ieq Capital, LLC 4.21% Add +4.0% 597,330 $342.7M
Deutsche Bank AG 0.14% Add +1.1% 587,471 $337.1M
Cambridge Investment Research Advisors, Inc. 1.14% Add +0.1% 582,352 $334.1M
Focus Partners Wealth 1.06% Reduce -16.4% 579,787 $331.6M
Brown Advisory Inc. 0.42% Reduce -0.6% 576,479 $330.8M
Allianz Asset Management GmbH 0.51% Reduce -46.0% 576,249 $330.6M
CANADA LIFE ASSURANCE Co 0.58% Reduce -0.6% 574,394 $330.2M
Banco Bilbao Vizcaya Argentaria, S.A. 3.25% Add +252.2% 566,661 $324.5M
Janney Montgomery Scott LLC 0.91% Reduce -4.0% 564,898 $324.1M
AIA Group Ltd 8.34% Add +264.8% 563,385 $323.2M
Concentric Capital Strategies, LP 20.27% Reduce -24.1% 560,000 $321.3M
Tredje AP-fonden 2.90% Add +166.0% 559,322 $320.9M
M&T Bank Corp 1.04% Reduce -6.0% 553,799 $317.7M
Fifth Third Bancorp 1.15% Reduce -2.6% 553,612 $317.6M
NewEdge Advisors, LLC 2.05% Add +0.6% 710,690 $316.2M
Comerica Bank 1.24% Reduce -1.8% 546,507 $313.6M
Daido Life Insurance Co. 41.61% No change 544,324 $312.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.33% Add +1001.6% 543,089 $311.6M
Main Management Fund Advisors LLC 52.99% Add +8.6% 538,600 $309.0M
Private Advisor Group, LLC 1.91% Reduce -3.7% 536,986 $308.1M
Jones Financial Companies LLLP 0.31% Add +11.3% 528,307 $302.7M
Dow Chemical Co. 90.89% Reduce -34.6% 526,111 $301.9M
BIP Wealth, LLC 20.52% Add +8.0% 525,121 $301.3M
Soundwatch Capital LLC 47.47% Add +39028.6% 524,715 $301.1M
Hackensack Meridian Health, Inc. 30.87% Add +3.6% 524,000 $300.7M
Davis R M Inc. 5.74% Add +8.8% 517,546 $296.9M
Knighthead Capital Management, LLC 14.92% New 500,000 $286.9M
Amundi 0.11% Add +21.5% 499,155 $286.1M
Garda Capital Partners LP 71.23% Add +401.9% 498,323 $285.9M
D. E. Shaw & Co. 0.41% Add +256.7% 498,167 $285.8M
Passaic Partners LLC 42.08% Reduce -12.6% 490,124 $281.2M
GR Financial Group, LLC 48.60% Add +1.0% 483,785 $277.6M
Millburn Ridgefield LLC 7.23% Reduce -5.8% 480,808 $275.9M
Catalyst Capital Advisors LLC 6.22% Reduce -5.8% 480,808 $275.9M
JANA Partners Management, LP 15.46% Add +9.1% 478,963 $274.8M
Kestra Advisory Services, LLC 1.49% Reduce -6.1% 470,954 $270.2M
AlTi Global, Inc. 6.49% Add +1.1% 469,022 $269.9M
GTS Securities LLC 5.27% Add +78.3% 456,780 $262.1M
Trustees of Dartmouth College 65.42% Reduce -40.3% 449,800 $258.1M
Wellington Management Group LLP 0.04% Reduce -85.2% 447,582 $256.8M
Cibc World Market Inc. 0.57% Add +61.1% 441,458 $253.3M
Itau Unibanco Holding S.A. 8.34% Reduce -7.6% 441,329 $253.2M
Mariner Investment Group LLC 69.28% Reduce -3.9% 439,947 $252.4M
Whittier Trust Co. 3.31% Reduce -1.3% 431,311 $247.5M
Alaska Permanent Capital Management, LLC 19.23% Add +1.1% 423,230 $243.0M
EP Wealth Advisors, LLC 2.08% Add +10.8% 421,082 $241.6M
Avanda Investment Management Pte. Ltd. 46.90% No change 420,000 $241.0M
Foster Dykema Cabot & Partners, LLC 20.19% Add +0.5% 418,082 $240.6M
Shulman DeMeo Asset Management LLC 55.59% Reduce -0.3% 394,778 $226.5M
DT Investment Partners, LLC 18.34% Reduce -1.4% 394,236 $226.2M
Sand Hill Global Advisors, LLC 9.49% Reduce -1.7% 392,321 $225.1M
Berkshire Money Management, Inc. 25.60% Add +2.6% 389,837 $223.7M
Belvedere Trading LLC 13.32% Reduce -36.6% 387,671 $222.4M
B&D White Capital Company, LLC 38.31% Add +0.3% 387,377 $222.3M
White Mountains Insurance Group Ltd. 40.47% No change 383,146 $219.8M
Connable Office Inc. 22.07% Add +0.5% 382,258 $219.3M
Sumitomo Mitsui Financial Group, Inc. 4.88% Add +9.8% 378,685 $217.3M
Synovus Financial Corp. 2.50% Add +25.3% 376,240 $215.9M
Brookstone Capital Management 3.14% Reduce -1.7% 371,251 $213.0M
Sanctuary Advisors, LLC 1.34% Add +12.1% 353,784 $210.7M
Tower Research Capital LLC (TRC) 5.56% Add +5.4% 366,135 $210.1M
Avantax Advisory Services, Inc. 1.37% Add +0.5% 364,233 $209.0M
Tudor Investment Corporation 2.29% Reduce -22.0% 363,168 $208.4M
Meiji Yasuda Life Insurance Co 3.77% Add +216.7% 355,412 $203.9M
Teramo Advisors, LLC 91.81% Add +4.4% 355,000 $203.7M
Jacobi Capital Management LLC 15.31% Reduce -1.4% 353,077 $202.6M
Stratos Wealth Partners, LTD. 2.94% Add +1.7% 351,411 $201.6M
Minot Capital, LP 56.63% Add +100.3% 348,761 $200.1M
TD Private Client Wealth LLC 5.75% Reduce -3.3% 348,520 $200.0M
Juniper Hill Capital Management LP 45.53% No change 345,637 $198.3M
Mutual Advisors, LLC 5.80% Add +13.1% 342,124 $198.2M
Hollencrest Capital Management 7.87% Add +0.5% 332,406 $190.7M
HB Wealth Management, LLC 2.04% Add +3.4% 330,784 $189.8M
Prime Capital Investment Advisors, LLC 2.68% Reduce -5.7% 327,900 $188.1M
CI Investments Inc. 0.71% Reduce -29.9% 326,955 $187.6M
First Hawaiian Bank 6.01% Add +1.6% 326,305 $187.2M
TD Waterhouse Canada Inc. 1.51% Reduce -3.4% 328,496 $186.1M
Howard Capital Management, LLC 3.05% Add +48824.5% 323,880 $185.8M
Tiaa Trust, National Association 0.55% Reduce -0.6% 321,970 $184.7M
Miller Investment Management, LP 18.99% Reduce -1.4% 317,859 $182.4M
Pinnacle Financial Partners Inc 3.65% Add +3.9% 316,590 $181.6M
Keybank National Association 0.70% Add +18.5% 315,795 $181.2M
Envestnet Portfolio Solutions, Inc. 0.58% Add +16.9% 311,518 $178.7M
Sageworth Trust Co 10.60% Reduce -0.8% 309,966 $177.8M
Peavine Capital, LLC 43.19% Reduce -0.9% 307,564 $176.5M
PPSC Investment Service Corp 20.63% Add +3.5% 305,106 $175.1M
Taiyo Life Insurance Co. 13.83% No change 304,200 $174.5M
Retirement Systems of Alabama 0.65% Reduce -6.3% 303,489 $174.1M
University of Illinois Foundation 63.00% No change 296,788 $170.8M
Maven Securities LTD 19.09% Add +202.5% 294,420 $168.9M
CVS HEALTH Corp 71.75% No change 287,891 $165.2M
FineMark National Bank & Trust 5.72% Reduce -1.6% 286,292 $164.3M
State of Wyoming 23.44% Reduce -1.6% 286,250 $164.2M
Easterly Investment Partners LLC 13.00% Add +13.0% 282,594 $162.1M
Cwm, LLC 0.70% Reduce -7.1% 282,562 $162.1M
New York Life Insurance Co. 34.43% No change 281,763 $161.7M
Fifth Third Wealth Advisors LLC 9.80% Add +7.3% 278,664 $159.9M
Pacific Capital Wealth Advisors, Inc. 26.50% Add +1.0% 274,782 $157.7M
Alaska Wealth Advisors, LLC 23.52% Reduce -5.5% 273,182 $156.7M
Main Management LLC 12.82% Reduce -0.6% 271,655 $155.9M
Mizuho Bank, Ltd. 30.55% Reduce -5.3% 270,000 $154.9M
Geller Advisors LLC 10.64% Reduce -1.7% 267,408 $153.9M
Bessemer Group Inc. 0.25% Add +3.5% 265,711 $152.5M
JMG Financial Group, Ltd. 5.18% Reduce -0.4% 264,332 $151.7M
Beacon Capital Management, LLC 21.32% Reduce -7.0% 261,615 $150.1M
Simon Quick Advisors, LLC 9.43% Add +0.0% 260,135 $149.3M
Two Sigma Advisers, LP 0.35% Reduce -14.0% 258,152 $148.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12.30% Add +0.4% 257,273 $148.1M
Liberty Mutual Group Asset Management Inc. 22.34% New 257,000 $147.5M
Commerce Bank 0.89% Add +1.6% 253,613 $145.5M
National Bank of Canada 0.19% Reduce -68.2% 250,405 $143.7M
Edge Capital Group, LLC 6.31% Reduce -0.2% 247,889 $142.2M
Jordan Park Group LLC 9.62% Reduce -5.1% 245,918 $141.1M
CIBC Asset Management Inc 0.46% Add +15.4% 245,173 $140.7M
Gould Asset Management LLC 30.13% Add +0.5% 245,137 $140.6M
Crestline Management, L.P. 8.00% New 245,000 $140.6M
Evolution Wealth Advisors, LLC 24.94% Add +18.4% 240,973 $138.3M
Vontobel Holding Ltd. 0.45% Reduce -4.9% 240,429 $137.9M
CIBC Private Wealth Group LLC 0.25% Reduce -0.6% 239,553 $137.4M
Whittier Trust Co. of Nevada Inc. 3.52% Add +4.0% 237,410 $136.2M
Conservest Capital Advisors, Inc. 13.96% Add +5.8% 260,309 $136.2M
Equitable Holdings, Inc. 1.31% Reduce -0.2% 236,488 $135.7M
Atria Wealth Solutions, Inc. 1.45% Reduce -13.2% 232,220 $133.5M
Whitford Management LLC 74.73% Add +0.0% 229,279 $131.6M
Lake Street Advisors Group, LLC 6.06% Add +1.7% 227,807 $131.1M
Partners Capital Investment Group, LLP 2.08% Reduce -2.4% 226,462 $129.9M
Cerity Partners OCIO LLC 10.44% Add +4.8% 226,259 $129.8M
Citizens Financial Group Inc. 2.60% Add +1.1% 225,005 $129.1M
Alesco Advisors, LLC, An ESL Co 3.97% Reduce -1.0% 224,034 $128.5M
West Financial Advisors, LLC 24.73% Reduce -5.2% 223,512 $128.2M
Ballentine Partners, LLC 2.17% Reduce -0.5% 221,617 $127.2M
Hills Bank & Trust Co 9.58% Reduce -0.7% 220,995 $126.8M
Financiere des Professionnels - Fonds d'investissement inc. 8.64% Reduce -2.8% 220,206 $126.3M
Steward Partners Investment Advisory, LLC 1.17% Add +12.1% 219,751 $126.1M
Blue Bell Private Wealth Management, LLC 24.07% Reduce -1.1% 219,626 $126.0M
Guggenheim Capital LLC 0.89% Reduce -4.5% 218,601 $125.5M
Metropolitan Life Insurance Co 43.97% Add +5.3% 215,651 $123.7M
WASHINGTON TRUST Co 4.33% Reduce -2.0% 215,065 $123.4M
Welch Capital Partners LLC 27.52% No change 214,625 $123.1M
Bank of Hawaii 5.08% Reduce -0.4% 211,894 $121.6M
Saudi Central Bank 11.66% No change 210,000 $120.9M
Peapack Gladstone Financial Corp. 1.72% Reduce -0.3% 208,431 $119.6M
Spectrum Wealth Counsel, LLC 14.12% Add +2.6% 208,389 $119.6M
Neuberger Berman Group LLC 0.09% Reduce -6.8% 207,860 $119.3M
Greenwich Wealth Management LLC 8.11% Add +0.5% 207,653 $119.1M
First Horizon Advisors, Inc. 3.30% Add +1.5% 206,924 $118.7M
Southern Farm Bureau Life Insurance 18.65% No change 206,768 $118.7M
Little Harbor Advisors, LLC 73.28% Reduce -0.6% 205,493 $117.9M
Bailard, Inc. 3.07% Reduce -0.3% 205,277 $117.8M
Csenge Advisory Group 6.12% Add +2.1% 202,623 $117.4M
CV Advisors LLC 60.02% Add +9.0% 204,587 $117.4M
Stephens Inc. 1.66% Add +5.8% 203,538 $116.8M
MBL Wealth, LLC 12.58% Add +2.5% 203,416 $116.7M
SCS Capital Management LLC 2.34% Add +8.2% 202,517 $116.2M
Dynasty Wealth Management, LLC 3.51% Add +316.1% 520,043 $116.1M
Shepherd Financial Partners LLC 13.94% Add +1.0% 202,049 $115.9M
Benin Management CORP 32.59% Add +1.6% 202,008 $115.9M
Turim 21 Investimentos Ltda. 31.09% Reduce -31.5% 196,910 $113.0M
Diversified Trust Co. 2.83% Add +3.9% 195,666 $112.3M
Eastern Bank 2.00% Add +15.3% 195,044 $111.9M
Stock Yards Bank & Trust Co. 3.59% Reduce -1.0% 194,375 $111.5M
GenTrust, LLC 5.45% Reduce -4.9% 193,449 $111.3M
Foundations Investment Advisors, LLC 2.33% Add +7.6% 192,871 $110.7M
Cullen/Frost Bankers, Inc. 1.51% Add +3.3% 192,744 $110.6M
Arrowstreet Capital, Limited Partnership 0.09% Add +50.4% 191,939 $110.1M
NewEdge Wealth, LLC 1.99% Add +24.4% 191,853 $110.1M
Stairway Partners, LLC 7.04% Add +8.4% 191,416 $109.8M
Spider Management Company, LLC 53.48% No change 191,056 $109.6M
Manchester Capital Management LLC 12.79% Reduce -8.7% 190,421 $109.3M
Stadion Money Management, LLC 8.17% Reduce -5.9% 188,786 $108.3M
Diversify Advisory Services, LLC 5.82% Add +16.2% 185,605 $108.3M
Naman Capital Ltda 41.32% No change 194,400 $107.9M
J.Safra Asset Management Corp 10.25% Add +45.8% 188,769 $107.9M
Pacific Wealth Management 49.85% Reduce -12.7% 186,864 $107.2M
National Philanthropic Trust 1.93% Reduce -2.2% 185,712 $106.6M
FFT Wealth Management LLC 8.06% Reduce -1.0% 185,351 $106.3M
AdvisorShares Investments LLC 20.35% New 185,050 $106.2M
Montag A & Associates Inc. 5.01% Add +1.3% 183,828 $105.8M
Oliver Lagore Vanvalin Investment Group 28.11% Add +22.1% 183,147 $105.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.31% No change 182,331 $104.6M
Silicon Valley Capital Partners 13.58% Add +13.5% 181,798 $104.3M
Old National Bancorp 2.41% Reduce -1.1% 181,687 $104.2M
Wealthcare Advisory Partners LLC 2.96% Add +0.0% 180,971 $103.8M
Scotia Capital Inc. 0.56% Add +4.5% 180,719 $103.7M
Ritholtz Wealth Management 3.12% Add +1.7% 180,302 $103.5M
AE Wealth Management LLC 0.93% Reduce -0.9% 178,644 $102.5M
1ST Source Bank 5.71% Add +1.1% 176,329 $101.2M
Banco Santander, S.A. 1.19% Reduce -0.7% 176,319 $101.2M
Bradley Foster & Sargent Inc. 1.67% Reduce -0.1% 174,307 $100.0M
Dimension Capital Management LLC 18.76% Add +0.5% 173,211 $99.4M
Brown Brothers Harriman & Co. 0.68% Reduce -1.5% 173,042 $99.3M
TLWM 19.98% Add +0.6% 171,736 $98.5M
Northeast Financial Consultants Inc 4.31% Reduce -0.1% 171,606 $98.5M
Concurrent Investment Advisors, LLC 2.90% Add +4.3% 170,160 $97.6M
Macquarie Group Ltd. 0.10% Reduce -38.9% 168,232 $96.5M
Allworth Financial LP 0.59% Reduce -0.6% 167,914 $96.3M
Cercano Management LLC 2.30% Reduce -7.7% 167,534 $96.1M
Pinnacle Associates Ltd. 1.62% Add +0.5% 201,032 $95.6M
Strategic Point Investment Advisors, LLC 15.75% Reduce -0.8% 166,380 $95.5M
MCF Advisors LLC 6.61% Reduce -1.2% 163,905 $94.2M
Tucker Asset Management LLC 21.64% Reduce -0.6% 162,514 $93.2M
Geneos Wealth Management Inc. 3.51% Reduce -0.3% 160,499 $92.1M
Integrated Wealth Concepts LLC 1.12% Add +6.5% 160,428 $92.0M
Park Avenue Securities LLC 1.03% Add +1.3% 159,037 $91.2M
Freestone Capital Holdings, LLC 3.13% Add +1.7% 158,015 $90.7M
Laurion Capital Management LP 5.98% Add +47.1% 157,640 $90.4M
Webster Bank, N. A. 9.63% Reduce -0.8% 157,624 $90.4M
Gainplan LLC 42.68% Add +0.1% 165,940 $90.3M
Bleakley Financial Group, LLC 2.75% Add +0.5% 157,021 $90.1M
Marest Capital, LLC 75.93% Reduce -0.6% 156,287 $89.7M
Fort Point Capital Partners LLC 11.10% Reduce -0.9% 154,319 $88.5M
MSA Advisors, LLC 22.82% Reduce -1.0% 153,678 $88.4M
Capasso Planning Partners LLC 26.09% Add +26.0% 154,071 $88.4M
Hudson Bay Capital Management LP 0.71% Reduce -25.1% 153,400 $88.0M
Howard Capital Management Group, LLC 6.16% Reduce -2.5% 152,955 $87.8M
Glenview Trust Co 1.68% Reduce -0.1% 152,465 $87.5M
Conning Inc. 2.95% No change 148,732 $85.3M
Moneta Group Investment Advisors LLC 1.24% Add +4.2% 148,675 $85.3M
Petrus Trust Company, LTA 8.29% Add +1.6% 148,192 $85.0M
St. Louis Trust Co 11.92% Reduce -2.4% 147,603 $84.7M
New England Asset Management Inc. 13.74% Reduce -10.9% 146,870 $84.3M
SpiderRock Advisors, LLC 1.81% Add +5.8% 146,865 $84.3M
RBF Capital, LLC 4.30% No change 146,300 $83.9M
Sequoia Financial Advisors, LLC 0.90% Reduce -0.4% 145,730 $83.6M
J. Goldman & Co LP 3.62% Add +1405.7% 145,326 $83.4M
Brandywine Trust Co. 12.34% Add +2.3% 144,324 $82.8M
Modern Wealth Management, LLC 5.06% Reduce -5.4% 143,784 $82.5M
Mesirow Financial Investment Management, Inc. 1.60% Add +1.9% 143,725 $82.5M
Navigation Wealth Management, Inc. 88.62% Reduce -15.9% 143,103 $82.1M
MetLife Investment Management, LLC 0.47% Reduce -34.9% 142,500 $81.8M
Urban Financial Advisory Corp 44.81% Reduce -0.2% 141,573 $81.2M
Jabodon PT Co. 100.00% No change 141,546 $81.2M
USA Financial Formulas 12.56% Add +0.4% 140,772 $80.8M
Pine Valley Investments Ltd Liability Co 5.54% Add +0.8% 139,819 $80.4M
Electron Capital Partners, LLC 3.86% New 140,000 $80.3M
U.S. Capital Wealth Advisors, LLC 2.85% Add +1.1% 139,890 $80.3M
Integrated Advisors Network LLC 3.85% Add +2.2% 139,541 $80.1M
Wealthfront Advisers LLC 0.24% Add +8.0% 137,577 $78.9M
Eos Management, L.P. 27.54% No change 136,445 $78.3M
Cornerstone Wealth Group, LLC 6.48% Reduce -5.0% 136,254 $78.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 10.66% Reduce -29.4% 135,482 $77.7M
Mill Creek Capital Advisors, LLC 1.87% Reduce -0.5% 135,186 $77.6M
Allen Investment Management, LLC 0.92% Add +22.1% 134,999 $77.5M
Savant Capital, LLC 0.64% Add +30.4% 134,989 $77.5M
Atticus Wealth Management, LLC 24.48% Add +1.5% 132,851 $76.2M
TCW Group Inc. 0.67% Add +0.6% 132,747 $76.2M
Portland Global Advisors LLC 9.56% Reduce -0.5% 132,602 $76.1M
Edmond DE Rothschild Holding S.A. 1.22% Add +6.9% 132,146 $75.8M
Lowe Wealth Advisors, LLC 32.63% Reduce -1.1% 132,009 $75.7M
Bokf, NA 1.34% Reduce -0.3% 133,141 $75.6M
Choreo, LLC 1.10% Add +1.8% 132,061 $75.1M
NSI Retail Advisors, LLC 11.05% Reduce -17.1% 129,440 $74.3M
CSM Advisors, LLC 4.85% Reduce -27.3% 129,440 $74.3M
Busey Bank 2.41% Add +1.9% 128,531 $73.7M
Orion Porfolio Solutions, LLC 0.73% Add +6.1% 128,368 $73.7M
Orion Portfolio Solutions, LLC 0.73% Add +6.1% 128,368 $73.7M
Keystone Financial Group 9.44% New 127,847 $73.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.46% Add +204.3% 126,759 $72.7M
Prospera Financial Services Inc 1.85% Add +28.9% 126,242 $72.4M
Johnson Investment Counsel Inc. 0.71% Add +2.9% 126,237 $72.4M
Marex Group Ltd 1.65% Add +13900.0% 126,000 $72.3M
Sumitomo Mitsui Trust Group, Inc. 0.05% No change 126,000 $72.3M
V2 Financial group LLC 46.62% Reduce -1.2% 125,896 $72.2M
Lavaca Capital LLC 34.50% Reduce -0.1% 123,598 $72.0M
Stratos Wealth Advisors, LLC 3.30% Reduce -1.5% 125,325 $71.9M
Evoke Wealth, LLC 1.95% New 124,448 $71.6M
Curi Capital, LLC 1.61% Reduce -1.2% 123,157 $70.7M
Kennicott Capital Management LLC 27.07% Add +3.2% 123,027 $70.6M
Performa Ltd (US), LLC 26.17% Reduce -0.3% 122,792 $70.5M
Financial Counselors Inc. 1.04% Add +0.1% 122,656 $70.4M
Capital Advisors, Ltd. LLC 8.71% Reduce -2.6% 122,330 $70.2M
Advisors Preferred, LLC 10.65% Reduce -33.7% 122,997 $69.9M
Klingman & Associates, LLC 4.31% Reduce -2.3% 121,174 $69.5M
Keel Point, LLC 5.78% Reduce -0.3% 120,954 $69.4M
Total Investment Management Inc. 7.75% Reduce -1.3% 120,588 $69.2M
Olympus Wealth Management, LLC 23.76% Reduce -19.0% 120,441 $69.1M
Evercore Wealth Management, LLC 1.03% Reduce -1.1% 120,212 $69.0M
Fiera Capital Corp 0.21% Add +0.2% 120,104 $68.9M
Berkeley Capital Partners, LLC 19.66% Add +3.2% 119,995 $68.8M
Beacon Pointe Advisors, LLC 0.79% Reduce -2.1% 119,250 $68.4M
Atria Investments, Inc 0.84% Reduce -6.5% 118,417 $67.9M
Stevens Capital Management LP 9.64% New 117,978 $67.7M
M Holdings Securities, Inc. 16.95% Reduce -20.9% 117,462 $67.4M
Industrial Alliance Investment Management Inc. 34.27% Add +3.3% 117,241 $67.3M
Activest Wealth Management 20.47% Add +1.7% 115,476 $66.3M
First Western Trust Bank 2.97% Reduce -0.3% 115,235 $66.1M
Consolidated Investment Group LLC 9.81% No change 115,070 $66.0M
Clearstead Advisors, LLC 1.02% Reduce -0.5% 114,794 $65.9M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -1.1% 114,737 $65.8M
Novare Capital Management LLC 5.57% Add +2.5% 114,438 $65.7M
Joel Isaacson & Co., LLC 3.10% Add +1.8% 113,378 $65.1M
Select Asset Management & Trust 23.85% Add +8.3% 112,854 $64.8M
Venture Visionary Partners LLC 2.87% Add +1.4% 112,834 $64.7M
State of Wisconsin Investment Board 0.16% Add +39.8% 111,900 $64.2M
Curtis Advisory Group, LLC 18.21% Add +56.4% 111,796 $64.1M
IFG Advisors, LLC 13.67% Add +3.1% 111,449 $63.9M
Westshore Wealth, LLC 26.00% Reduce -7.7% 110,530 $63.4M
LGL Partners, LLC 8.90% Reduce -0.9% 110,494 $63.4M
Walleye Capital LLC 0.74% Add +375.0% 110,470 $63.4M
Sigma Planning Corp 1.93% Reduce -1.4% 109,560 $62.9M
SlateStone Wealth, LLC 5.66% Reduce -5.7% 109,507 $62.8M
Kentucky Farm Bureau Mutual Insurance Co 13.50% No change 109,000 $62.5M
Sandy Spring Bank 2.57% Reduce -1.4% 108,995 $62.5M
Quadrature Capital Ltd 1.41% New 108,560 $62.3M
Ramsey Quantitative Systems 85.91% Reduce -24.8% 108,494 $62.2M
Wilmington Savings Fund Society, FSB 1.10% Add +75.7% 106,906 $61.3M
Capital Advisors Inc. 1.22% Reduce -2.7% 106,516 $61.1M
Haverford Trust Co 0.59% Reduce -0.1% 105,633 $60.6M
BTG Pactual Asset Management US LLC 8.79% Add +57.3% 105,500 $60.5M
NTV Asset Management LLC 8.09% Reduce -0.9% 105,410 $60.5M
Oppenheimer & Co. Inc. 0.92% Add +8.4% 105,039 $60.3M
Heritage Wealth Advisors 2.83% Add +1.2% 105,030 $60.3M
Greenleaf Trust 0.54% Add +5.2% 104,933 $60.2M
Waverly Advisors, LLC 1.11% Reduce -25.3% 104,702 $60.1M
Pinkerton Wealth, LLC 8.72% Reduce -2.6% 104,550 $60.0M
Graypoint LLC 3.84% Add +0.1% 104,435 $59.9M
Becker Capital Management Inc. 1.95% Reduce -6.0% 104,084 $59.9M
Wallace Hart LLC 44.95% Add +0.4% 104,382 $59.9M
Proffitt & Goodson Inc. 9.81% Reduce -3.0% 104,268 $59.8M
OMERS ADMINISTRATION Corp 0.55% Add +4.1% 103,835 $59.6M
IHT Wealth Management, LLC 1.67% Add +24.2% 102,513 $58.7M
Sentinel Pension Advisors, LLC 11.32% Reduce -0.6% 102,360 $58.7M
Legacy Wealth Management, LLC / MS 21.57% Reduce -0.1% 102,343 $58.7M
Beacon Capital Management, Inc. 2.44% Add +9.5% 102,181 $58.6M
Parker Investment Management, LLC 9.48% Add +1329.1% 102,126 $58.6M
Dean, Jacobson Financial Services, LLC 43.18% Reduce -2.5% 100,264 $57.5M
Rwa Wealth Partners, LLC 0.72% Add +0.9% 100,204 $57.5M
Iridian Asset Management LLC 12.28% No change 100,000 $57.4M
Ally Financial Inc. 6.93% Add +400.0% 100,000 $57.4M
First National Trust Co 2.22% Reduce -8.7% 99,955 $57.4M
Allianz SE 1.55% No change 99,637 $57.2M
Natixis Advisors, LLC 0.11% Add +16.8% 98,977 $56.8M
Global Retirement Partners, LLC 1.71% Reduce -12.6% 98,374 $56.4M
Credit Agricole S A 0.30% Reduce -94.8% 98,361 $56.4M
Advisory Services Network, LLC 1.17% No change 103,651 $56.4M
D.A. Davidson & Co. 0.47% Add +7.8% 98,178 $56.3M
Regions Financial Corp. 0.40% Reduce -2.0% 97,838 $56.1M
Crewe Advisors LLC 6.51% Add +2.8% 97,766 $56.1M
Belpointe Asset Management LLC 3.35% Add +7.3% 116,942 $55.8M
Allstate Corp. 5.28% Reduce -12.6% 96,695 $55.5M
Bank Hapoalim BM 8.80% Add +7.8% 96,611 $55.4M
Arkos Global Advisors 8.02% Reduce -2.1% 96,421 $55.3M
Vanguard Group Inc. 0.00% Add +1.6% 95,786 $55.0M
Caas Capital Management LP 37.51% New 95,659 $54.9M
Cynosure Group, LLC 7.97% Add +1.8% 95,327 $54.7M
Arvest Bank Trust Division 3.14% — 95,060 $54.5M
Greenhouse Wealth Management, LLC 36.34% Add +0.6% 94,064 $53.9M
Robertson Stephens Wealth Management, LLC 1.99% Reduce -10.1% 93,734 $53.9M
Embree Financial Group 9.59% Add +6.0% 93,810 $53.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.50% Add +0.2% 92,771 $53.2M
Raymond James Trust N.A. 1.16% Add +18.8% 92,673 $53.2M
Modera Wealth Management, LLC 0.67% Reduce -1.1% 92,366 $53.0M
Woodard & Co. Asset Management Group Inc. 11.90% Reduce -0.1% 92,311 $53.0M
Kestra Private Wealth Services, LLC 0.96% Add +15.9% 91,394 $52.4M
Choate Investment Advisors 1.34% Reduce -0.4% 91,390 $52.4M
Financial Advocates Investment Management 2.97% Reduce -8.2% 91,368 $52.4M
Beacon Bank & Trust 12.27% Reduce -10.3% 91,135 $52.3M
Connors Investor Services Inc. 5.04% Reduce -7.1% 90,693 $52.0M
Freedom Investment Management, Inc. 4.14% Reduce -5.3% 90,656 $52.0M
United Capital Financial Advisors, LLC 0.42% Reduce -1.8% 89,826 $51.5M
Granby Capital Management, LLC 26.56% No change 89,500 $51.4M
Waldron Private Wealth LLC 2.13% Reduce -0.8% 89,337 $51.3M
Worldquant Millennium Advisors LLC 0.37% New 88,990 $51.1M
SFG Wealth Management, LLC. 27.04% Add +1.3% 88,836 $51.0M
Tull Financial Group, Inc. 30.98% — 88,806 $51.0M
Merit Financial Group, LLC 1.14% Reduce -1.5% 88,596 $50.8M
First Financial Bank - Trust Division 4.65% Reduce -6.4% 88,548 $50.8M
Allspring Global Investments Holdings, LLC 0.08% Add +18.0% 88,450 $50.7M
Hobart Private Capital, LLC 12.89% Reduce -13.0% 87,747 $50.3M
Cumberland Advisors Inc. 19.93% Reduce -0.7% 87,407 $50.2M
Spire Wealth Management 1.69% Reduce -0.7% 87,351 $50.1M
Summit Financial, LLC 1.96% Add +15.0% 86,929 $50.0M
Independent Financial Group, LLC 1.83% Add +5.5% 86,985 $49.9M
Chicago Partners Investment Group LLC 1.78% Add +2.1% 86,115 $49.8M
J.W. Cole Advisors, Inc. 2.08% Add +0.3% 86,636 $49.7M
Simmons Bank 3.59% Reduce -3.0% 86,508 $49.6M
B. Riley Wealth Advisors, Inc. 1.37% Add +2.5% 85,936 $49.2M
Fsa Wealth Partners, Inc. 11.84% Add +1.1% 85,350 $49.0M
SteelPeak Wealth, LLC 2.17% Add +2.9% 84,928 $48.9M
IFP Advisors, Inc 1.75% Reduce -6.5% 84,766 $48.6M
All Terrain Financial Advisors, LLC 18.62% Add +0.6% 84,740 $48.6M
CreativeOne Wealth, LLC 1.65% Add +75.4% 84,383 $48.4M
Nicholas Hoffman & Company, LLC. 2.04% Reduce -3.8% 84,225 $48.3M
Meridian Wealth Management, LLC 2.35% Add +0.6% 83,019 $47.6M
Allie Family Office LLC 25.63% Add +1.1% 82,779 $47.6M
Midwest Professional Planners, LTD. 14.52% Reduce -9.6% 82,753 $47.5M
Calydon Capital 7.76% Add +100.0% 87,158 $47.4M
Westwood Holdings Group Inc. 0.37% Reduce -52.3% 82,557 $47.4M
4Thought Financial Group Inc. 29.20% Add +0.5% 82,492 $47.3M
Flputnam Investment Management Co. 0.85% Add +0.3% 82,338 $47.2M
Townsquare Capital LLC 0.57% Add +7.9% 82,333 $47.2M
Aua Capital Management, LLC 27.27% Reduce -4.3% 82,105 $47.1M
SAL Trading, LLC 94.17% No change 81,899 $47.0M
Quantinno Capital Management LP 0.61% Add +28.0% 81,552 $46.8M
Lindbrook Capital, LLC 4.14% Add +0.9% 81,337 $46.7M
Kozak & Associates, Inc. 11.03% Reduce -2.0% 80,124 $46.7M
Trinity Financial Advisors LLC 20.76% Reduce -9.1% 77,168 $46.4M
Stone House Investment Management, LLC 9.55% Add +13487.0% 80,571 $46.2M
Prio Wealth Limited Partnership 1.34% Reduce -0.4% 79,586 $45.7M
Atlantic Private Wealth, LLC 34.57% Reduce -1.9% 79,531 $45.6M
Mechanics Bank Trust Department 6.06% Reduce -1.6% 79,386 $45.5M
Farmers Trust Co. 8.47% Reduce -3.8% 79,201 $45.4M
Frank, Rimerman Advisors LLC 3.19% Reduce -0.1% 78,375 $45.0M
Gladstone Institutional Advisory LLC 2.17% Reduce -13.1% 77,643 $44.5M
Carnegie Investment Counsel 1.31% Reduce -11.0% 77,379 $44.4M
Lutz Financial Services LLC 3.58% Reduce -0.9% 76,965 $44.2M
Tolleson Wealth Management, Inc. 8.38% Add +154.2% 76,339 $44.0M
Klingenstein Fields & Co. LP 1.74% Add +44.6% 76,093 $43.7M
Argent Trust Co 1.81% Reduce -2.1% 75,941 $43.6M
CenterStar Asset Management, LLC 64.91% Add +41.5% 75,352 $43.3M
FIL Ltd 0.04% Reduce -17.2% 75,231 $43.2M
Summit Trail Advisors, LLC 1.07% Add +2.0% 74,993 $43.1M
Yousif Capital Management, LLC 0.47% Reduce -6.9% 74,863 $43.0M
Retirement Income Solutions, Inc. 9.79% Reduce -1.1% 74,703 $42.9M
IFG Advisory, LLC 2.72% Reduce -11.3% 74,458 $42.7M
Aptus Capital Advisors, LLC 0.65% Add +2.7% 74,185 $42.6M
Federation des caisses Desjardins du Quebec 0.21% Add +1.5% 74,136 $42.5M
Aristotle Capital Management, LLC 0.08% Reduce -42.2% 73,766 $42.3M
SMI Advisory Services, LLC 9.34% Add +15.2% 73,625 $42.2M
Transform Wealth, LLC 2.77% Add +9.6% 72,671 $41.8M
American Asset Management Inc. 45.11% Reduce -7.3% 72,780 $41.8M
Yelin Lapidot Holdings Management Ltd. 6.88% Reduce -9.3% 72,763 $41.7M
Rathbones Group PLC 0.21% Reduce -2.7% 72,507 $41.6M
Source Financial Advisors LLC 12.26% Reduce -0.5% 72,312 $41.5M
LSP Investment Advisors, LLC 22.31% No change 72,200 $41.4M
Blueshift Asset Management, LLC 10.27% Add +77.5% 72,167 $41.4M
Centiva Capital, LP 1.87% Add +293.6% 72,060 $41.3M
Element Pointe Advisors, LLC 10.06% Reduce -0.2% 72,053 $41.3M
Benchmark Financial Wealth Advisors, LLC 13.60% Add +11.0% 71,088 $40.8M
Lazard Freres Gestion S.A.S. 0.86% Add +7.3% 70,936 $40.7M
Cambridge Associates LLC /Ma/ 1.52% Add +69.8% 70,742 $40.6M
Principal Financial Group Inc. 0.02% Add +1.9% 70,635 $40.5M
Strategic Wealth Investment Group, LLC 4.33% Reduce -9.2% 71,137 $40.4M
Harbour Investments, Inc. 1.21% Add +6.9% 70,350 $40.4M
Cullinan Associates Inc. 2.27% Add +1.6% 69,041 $40.2M
Bluespring Wealth Management, LLC 4.03% Reduce -2.5% 69,813 $40.2M
Edgestream Partners, L.P. 1.76% Reduce -15.2% 69,697 $40.0M
Schusterman Interests, LLC 97.23% No change 69,517 $39.9M
Seven Post Investment Office LP 6.01% Add +1.0% 69,343 $39.8M
Ciovacco Capital Management LLC 23.22% Add +1.3% 69,185 $39.7M
Hall Kathryn A. 8.31% Reduce -0.8% 69,051 $39.6M
King Luther Capital Management Corp. 0.17% Reduce -7.1% 68,786 $39.5M
Harel Insurance Investments & Financial Services Ltd. 0.68% Add +174.8% 68,331 $39.3M
Anfield Capital Management, LLC 14.94% Reduce -3.3% 68,288 $39.2M
Signaturefd, LLC 0.75% Reduce -0.0% 68,255 $39.2M
Canandaigua National Bank & Trust Co. 3.73% Reduce -4.5% 68,140 $39.1M
Bank Pictet & Cie (Europe) AG 0.92% Add +22.6% 68,077 $39.1M
Hanover Advisors Inc. 16.37% Add +0.3% 67,947 $39.0M
Factory Mutual Insurance Co. 0.40% Reduce -60.6% 67,656 $38.8M
OneDigital Investment Advisors LLC 0.44% Add +5.6% 67,453 $38.7M
Sowell Financial Services LLC 1.79% Add +4.8% 66,864 $38.5M
Bridgewater Advisors Inc. 3.97% Add +146.7% 65,079 $37.9M
Dakota Wealth Management 0.85% Add +26.7% 65,818 $37.8M
iA Global Asset Management Inc. 0.66% Add +4.8% 65,599 $37.6M
Sapient Capital LLC 0.75% Add +5.3% 65,013 $37.4M
Inscription Capital, LLC 5.56% Add +0.0% 65,063 $37.3M
One River Asset Management, LLC 41.91% Reduce -63.7% 65,088 $37.2M
Associated Banc-Corp 1.09% Reduce -1.6% 64,518 $37.0M
North Star Investment Management Corp. 2.56% Add +2.1% 64,473 $37.0M
Birinyi Associates Inc. 10.58% Reduce -2.7% 64,217 $36.9M
Centaurus Financial, Inc. 2.34% Reduce -16.6% 64,125 $36.8M
Tiller Private Wealth, Inc. 15.20% Add +0.5% 63,923 $36.7M
Insigneo Advisory Services, LLC 3.70% Add +8.1% 63,887 $36.7M
Caldwell Trust Co 3.84% Reduce -1.4% 63,793 $36.6M
Wealth Advisory Solutions, LLC 10.01% Reduce -4.3% 63,388 $36.4M
Guidance Capital, Inc. 11.37% Reduce -5.1% 62,163 $36.3M
Commonwealth Financial Services, LLC 7.15% Add +0.6% 63,712 $36.2M
Pitcairn Co. 2.14% Add +126.0% 63,020 $36.2M
Clear Harbor Asset Management, LLC 2.98% Add +0.0% 62,991 $36.1M
Johnson Financial Group, Inc. 1.65% Add +2.2% 62,790 $36.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9.09% Add +0.4% 62,785 $36.1M
Williams Jones Wealth Management, LLC. 0.42% Reduce -0.9% 62,687 $36.0M
Laird Norton Wetherby Wealth Management, LLC 1.64% Add +0.1% 62,471 $35.8M
Jackson, Grant Investment Advisers, Inc. 13.36% Add +1.3% 62,257 $35.7M
Aspen Grove Capital, LLC 7.83% Add +0.3% 61,572 $35.4M
Solitude Financial Services 15.12% Add +0.9% 61,755 $35.4M
Norris Financial Group, LLC 17.44% Reduce -5.3% 61,753 $35.4M
Fortis Capital Advisors, LLC 11.83% Add +52.8% 81,420 $35.4M
Dorsey & Whitney Trust CO LLC 1.88% Add +5.8% 61,675 $35.4M
Fifth Third Securities, Inc. 3.33% Reduce -8.9% 61,331 $35.2M
Ninepoint Partners LP 4.59% Reduce -7.3% 61,000 $35.0M
HM Payson & Co. 0.60% Reduce -24.8% 60,857 $34.9M
Dumont & Blake Investment Advisors LLC 9.30% Reduce -50.2% 60,820 $34.9M
Aspiriant, LLC 1.32% Add +0.5% 60,452 $34.7M
Mine & Arao Wealth Creation & Management, LLC. 16.10% Add +1.3% 60,446 $34.7M
Washburn Capital Management, Inc. 24.76% Reduce -3.4% 60,236 $34.6M
CW Advisors, LLC 0.46% Add +14.1% 60,109 $34.5M
Renaissance Technologies 0.05% Add +22.2% 59,900 $34.4M
Aspect Partners, LLC 19.22% Reduce -2.4% 59,699 $34.3M
Cary Street Partners Investment Advisory LLC 1.25% Reduce -1.9% 59,489 $34.1M
Barings LLC 0.81% Reduce -51.8% 59,418 $34.1M
Chesley Taft & Associates LLC 1.62% Reduce -1.2% 59,100 $33.9M
Metis Global Partners, LLC 1.05% Reduce -27.1% 58,818 $33.7M
Safeguard Investment Advisory Group, LLC 9.57% Add +5.9% 58,487 $33.6M
Shilanski & Associates, Inc. 10.83% Reduce -10.7% 58,092 $33.3M
First Nebraska Trust Co 3.23% Add +0.2% 57,815 $33.2M
Bfsg, LLC 3.85% Reduce -4.0% 57,800 $33.2M
Callan Family Office, LLC 5.56% Reduce -7.2% 57,655 $33.1M
Marmo Financial Group, LLC 17.65% Reduce -16.8% 57,649 $33.1M
MKT Advisors LLC 15.47% Reduce -0.2% 57,966 $33.0M
Diversify Wealth Management, LLC 3.17% Add +4.2% 57,012 $33.0M
LM Advisors LLC 6.75% Reduce -0.3% 57,400 $32.9M
Boston Family Office LLC 2.23% Reduce -0.3% 57,393 $32.9M
Evermay Wealth Management LLC 5.28% Reduce -1.8% 57,117 $32.9M
Banque Pictet & Cie SA 0.32% Add +94.4% 57,094 $32.8M
Schechter Investment Advisors, LLC 2.41% Reduce -3.4% 56,927 $32.7M
Teachers Retirement System of the State of Kentucky 0.28% No change 56,594 $32.5M
Roth Financial Partners LLC 12.95% Reduce -0.8% 56,564 $32.4M
Fort Washington Investment Advisors Inc. 0.20% Add +1.2% 56,521 $32.4M
Fiduciary Alliance LLC 4.30% Add +6.2% 56,450 $32.4M
Apollon Wealth Management, LLC 0.91% Reduce -4.1% 56,325 $32.3M
Crescent Grove Advisors, LLC 3.29% Reduce -6.7% 56,100 $32.3M
Fidelis Capital Partners, LLC 3.83% Add +6.4% 55,675 $32.2M
HMS Capital Management, LLC 15.70% Reduce -1.0% 55,818 $32.0M
Brighton Jones LLC 1.20% Add +8.5% 55,817 $32.0M
Granite FO LLC 18.05% Add +0.0% 55,584 $31.9M
Cardiff Park Advisors, LLC 2.88% Reduce -0.3% 55,550 $31.9M
CSS LLC 5.75% Add +8.0% 55,548 $31.9M
Pegasus Partners Ltd. 2.98% Reduce -1.3% 55,458 $31.8M
Zacks Investment Management 0.28% Reduce -6.9% 55,390 $31.8M
Bremer Bank National Association 5.96% Reduce -3.7% 55,093 $31.6M
Hengehold Capital Management LLC 2.99% Add +7.3% 55,003 $31.6M
Adirondack Trust Co. 12.15% Add +0.8% 54,964 $31.5M
WR Wealth Planners, LLC 8.76% Reduce -0.7% 54,895 $31.5M
Howland Capital Management LLC 1.36% Reduce -0.4% 54,663 $31.5M
Proficio Capital Partners LLC 3.11% Add +0.3% 54,501 $31.3M
McElhenny Sheffield Capital Management, LLC 10.22% Add +2.2% 54,321 $31.2M
BW Gestao de Investimentos Ltda. 5.16% Add +3.6% 54,300 $31.2M
BigSur Wealth Management LLC 8.57% Reduce -2.6% 54,054 $31.1M
Redhawk Wealth Advisors, Inc. 4.44% Reduce -32.9% 54,189 $31.1M
Migdal Insurance & Financial Holdings Ltd. 0.50% Add +6.3% 54,077 $31.0M
CoreCap Advisors, LLC 1.46% Reduce -54.0% 54,029 $31.0M
Verger Capital Management LLC 15.33% Reduce -0.8% 53,999 $31.0M
TCV Trust & Wealth Management, Inc. 2.77% Reduce -1.0% 53,947 $31.0M
Advance Capital Management, Inc. 1.37% Reduce -4.8% 53,767 $30.8M
MTC Wealth Management LLC 13.77% Reduce -1.5% 53,091 $30.5M
Calamos Wealth Management LLC 1.58% Reduce -2.9% 52,940 $30.4M
Afg Fiduciary Services Limited Partnership 20.39% Add +15.5% 352,574 $30.2M
Helios Capital Management Pte. Ltd. 18.60% No change 52,600 $30.2M
King Wealth Management Group 4.69% Reduce -1.3% 52,502 $30.1M
Aristides Capital LLC 12.47% Add +195.1% 52,332 $30.0M
Ironsides Asset Advisors, LLC 8.72% Add +0.1% 52,229 $30.0M
Kellett Wealth Advisors, LLC 21.40% Add +5.4% 52,200 $30.0M
Capital Wealth Planning, LLC 0.28% Add +6.8% 52,178 $29.9M
Caprock Group, LLC 1.09% Add +76.7% 52,004 $29.9M
Trustmark Bank Trust Department 2.26% Reduce -2.7% 52,149 $29.9M
Zega Financial, LLC 9.82% Add +13.8% 52,077 $29.9M
Smith, Moore & Co. 2.83% Add +1.4% 51,713 $29.7M
Wind River Trust Co 11.37% No change 51,518 $29.6M
AQR Capital Management 0.04% Add +51.1% 51,327 $29.4M
Farther Finance Advisors, LLC 1.10% Add +56.9% 51,244 $29.4M
Curated Wealth Partners LLC 3.76% Add +9.0% 51,230 $29.4M
Pinnacle Wealth Management Advisory Group, LLC 2.80% Add +2.0% 51,152 $29.3M
Lifestyle Asset Management, Inc. 16.14% Reduce -0.4% 50,960 $29.2M
First Heartland Consultants, Inc. 3.14% Add +12.2% 50,868 $29.2M
Western Wealth Management, LLC 1.66% Add +22.3% 50,849 $29.2M
Taylor & Morgan Wealth Management, LLC 19.54% Reduce -0.0% 50,772 $29.1M
Headlands Technologies LLC 3.35% Add +82.7% 50,728 $29.1M
Glen Eagle Advisors, LLC 4.89% Add +0.1% 50,548 $29.0M
Madison Asset Management, LLC 0.32% Add +5.3% 50,044 $28.7M
Crestwood Advisors Group, LLC 0.55% Add +6.1% 49,941 $28.7M
Arthur M. Cohen & Associates, LLC 5.16% Reduce -1.2% 50,227 $28.6M
T. Rowe Price Associates Inc. 0.00% Add +1122.3% 49,676 $28.5M
Moran Wealth Management, LLC 0.88% Add +0.2% 49,671 $28.5M
Fiduciary Trust Co 0.40% Reduce -3.4% 49,604 $28.5M
Swiss Life Asset Management Ltd 0.32% Add +26.1% 49,300 $28.3M
First National Corp. /Ma/ 6.27% Reduce -2.1% 49,142 $28.2M
Axis Capital Holdings Ltd. 12.38% No change 49,106 $28.2M
Archon Partners LLC 3.26% No change 49,100 $28.2M
KCM Investment Advisors LLC 0.96% Add +0.8% 48,829 $28.0M
Strategic Equity Management 13.26% Add +19.1% 48,745 $28.0M
Aft, Forsyth & Sober, LLC 9.18% Reduce -0.0% 48,650 $27.9M
Symmetry Investments LP 5.92% Add +54.2% 48,587 $27.9M
Fluent Financial, LLC 13.34% Reduce -0.9% 48,303 $27.7M
Oxford Financial Group, LTD. LLC 1.76% Reduce -0.8% 48,300 $27.7M
Condor Capital Management 2.47% Reduce -2.2% 47,811 $27.4M
Taurus Asset Management, LLC 2.66% Add +4.2% 47,703 $27.4M
Independent Family Office, LLC 13.67% Add +12.6% 47,474 $27.2M
Wedbush Securities Inc. 1.01% Reduce -6.7% 47,413 $27.2M
BSW Wealth Partners 4.08% Add +0.6% 47,383 $27.2M
Motco 2.71% Reduce -0.3% 47,325 $27.2M
Verdence Capital Advisors LLC 2.16% Reduce -1.4% 47,262 $27.1M
German American Bancorp, Inc. 2.85% Reduce -7.6% 46,943 $26.9M
Jasper Ridge Partners, L.P. 0.77% Add +0.1% 46,909 $26.9M
Montz Harcus Wealth Management LLC 15.69% Reduce -0.1% 46,813 $26.9M
Burt Wealth Advisors 6.60% Reduce -2.1% 46,723 $26.8M
Mission Wealth Management, LP 0.66% Add +38.4% 46,605 $26.7M
IPG Investment Advisors LLC 5.81% Add +1.2% 46,357 $26.7M
Amarillo National Bank 4.86% No change 46,355 $26.6M
NorthCrest Asset Manangement, LLC 0.80% Reduce -0.8% 46,336 $26.6M
Royal Fund Management, LLC 1.87% Add +131.7% 46,160 $26.5M
Salomon & Ludwin, LLC 2.69% Reduce -8.9% 46,071 $26.4M
Quadrant Capital Group LLC 1.83% Add +3.7% 45,902 $26.3M
Clarity Wealth Advisors, LLC 7.61% Add +2.9% 45,655 $26.2M
Hantz Financial Services, Inc. 0.47% Reduce -7.8% 45,651 $26.2M
TrueWealth Advisors, LLC 8.74% Reduce -7.6% 45,600 $26.2M
Resonant Capital Advisors, LLC 1.91% Reduce -0.6% 45,223 $26.0M
Indiana Trust & Investment Management Co 8.85% Add +0.4% 45,240 $26.0M
GM Advisory Group, LLC 1.55% Add +3.0% 45,155 $25.9M
Essex Financial Services, Inc. 1.86% Reduce -0.3% 819,581 $25.9M
Unique Wealth, LLC 5.93% Add +26.6% 45,129 $25.9M
Eagle Capital Management, LLC 10.75% Add +0.1% 44,971 $25.8M
Pettyjohn, Wood & White, Inc. 4.74% Reduce -1.4% 44,901 $25.8M
Sanchez Wealth Management Group 7.83% Add +8.1% 44,804 $25.7M
NewSquare Capital LLC 2.04% Reduce -37.3% 44,709 $25.7M
Aragon Global Management, LP 10.71% No change 44,580 $25.6M
Lane & Associates LLC 13.85% Add +8.6% 44,331 $25.4M
Firestone Capital Management 6.36% Reduce -2.1% 44,178 $25.3M
Houlihan Financial Resource Group, Ltd. 10.48% Reduce -0.3% 44,152 $25.3M
Angeles Wealth Management, LLC 2.16% Reduce -1.7% 43,722 $25.1M
LFA - Lugano Financial Advisors SA 17.04% Add +5.0% 43,677 $25.1M
Osborne Partners Capital Management, LLC 1.42% Add +0.1% 43,623 $25.0M
Capital Fund Management S.A. 0.28% Reduce -83.8% 43,543 $25.0M
XY Capital Ltd 13.46% Add +228.8% 43,500 $25.0M
ARS Investment Partners, LLC 2.23% Add +1.9% 43,389 $24.9M
First International Bank & Trust 7.98% Add +0.9% 43,369 $24.9M
Dymon Asia Capital (singapore) Pte. LTD. 30.22% Add +287.9% 43,344 $24.9M
Kingsview Wealth Management, LLC 0.52% Add +35.9% 43,340 $24.9M
Claro Advisors Inc. 3.22% Reduce -3.0% 43,339 $24.9M
LCM Capital Management Inc 14.28% Add +0.3% 43,269 $24.8M
Thompson Siegel & Walmsley LLC 0.37% Reduce -0.8% 43,074 $24.7M
O'Dell Group, LLC 5.47% Reduce -1.3% 42,959 $24.6M
Provenance Wealth Advisors, LLC 3.07% Add +0.3% 42,871 $24.6M
First Business Financial Services, Inc. 2.46% Reduce -3.9% 42,854 $24.6M
Capital Group Private Client Services, Inc. 0.23% Reduce -3.2% 42,808 $24.6M
Oppenheimer Asset Management Inc. 0.29% Add +9.7% 42,427 $24.3M
Snowden Capital Advisors LLC 0.73% Reduce -3.4% 42,231 $24.3M
JARISLOWSKY, FRASER Ltd 0.14% Reduce -0.9% 42,348 $24.3M
Systematic Alpha Investments, LLC 0.88% No change 42,170 $24.2M
ING Groep NV 0.14% No change 42,084 $24.1M
Sovereign Financial Group, Inc. 5.52% Reduce -1.1% 41,190 $23.6M
Welch & Forbes LLC 0.30% Add +1.2% 41,120 $23.6M
Focus Financial Network, Inc. 0.96% Reduce -2.9% 41,107 $23.6M
Cadence Bank 1.62% Reduce -1.8% 41,073 $23.6M
Regal Investment Advisors LLC 1.64% Reduce -9.1% 40,923 $23.5M
Palisade Asset Management, LLC 2.30% Reduce -0.8% 40,887 $23.5M
Cresta Advisors, Ltd. 12.22% Add +8.5% 40,740 $23.4M
Baltimore-Washington Financial Advisors, Inc. 1.27% Reduce -1.6% 40,688 $23.3M
Roble, Belko & Company, Inc 3.67% Reduce -0.4% 40,633 $23.3M
Scharf Investments, LLC 0.64% Add +17.8% 40,371 $23.2M
Family Manage LLC 3.85% Add +5.3% 40,326 $23.1M
Kovack Advisors, Inc. 2.44% Add +5.3% 40,157 $23.0M
Palumbo Wealth Management LLC 8.94% Reduce -0.5% 40,051 $23.0M
Central Pacific Bank - Trust Division 3.02% Add +0.6% 39,936 $22.9M
Procyon Advisors, LLC 1.57% Add +2.0% 39,868 $22.9M
Gryphon Financial Partners LLC 3.15% Add +0.4% 39,842 $22.9M
GYL Financial Synergies, LLC 1.71% Add +2.0% 39,731 $22.8M
Bellwether Advisors, LLC 4.38% Add +3649.1% 39,703 $22.8M
Chilton Capital Management LLC 0.95% Add +2.2% 39,686 $22.8M
Burke & Herbert Bank & Trust Co. 5.29% Add +1.1% 39,671 $22.8M
Diversified Portfolios, Inc. 2.36% Add +0.5% 39,483 $22.7M
Mgo One Seven LLC 0.98% Reduce -5.2% 39,436 $22.6M
Berkshire Hathaway 0.01% No change 39,400 $22.6M
Hapanowicz & Associates Financial Services, Inc 11.36% New 39,311 $22.6M
Balyasny Asset Management L.P. 0.06% Reduce -95.7% 39,289 $22.5M
Guardian Wealth Advisors, LLC 13.89% Reduce -3.5% 39,216 $22.5M
Brickley Wealth Management 4.59% Reduce -3.5% 39,181 $22.5M
Boyd Watterson Asset Management LLC 6.19% Add +0.2% 38,927 $22.3M
Raelipskie Partnership 10.87% Reduce -0.1% 38,872 $22.3M
Smith Anglin Financial, LLC 2.14% Add +0.6% 38,795 $22.3M
Connecticut Wealth Management, LLC 1.07% Reduce -0.1% 38,684 $22.2M
Copperwynd Financial, LLC 6.67% Add +12.4% 38,655 $22.2M
Great Valley Advisor Group, Inc. 0.54% Add +14.4% 38,559 $22.1M
Corsair Capital Management, L.P. 5.23% Add +6977.8% 38,503 $22.1M
GeoWealth Management, LLC 0.78% Add +290.8% 38,466 $22.1M
Vertex Planning Partners, LLC 5.25% Reduce -6.5% 38,248 $21.9M
Avidian Wealth Enterprises, LLC 0.99% Reduce -2.6% 38,157 $21.9M
Aspire Private Capital, LLC 5.21% Add +21.3% 38,120 $21.9M
Trust Co. of Oklahoma 7.09% Add +43.3% 38,109 $21.9M
Prosperity Consulting Group, LLC 1.71% Add +59.0% 38,096 $21.9M
Aviso Financial Inc. 1.08% Add +1.9% 38,019 $21.8M
Sepio Capital, LP 1.70% Add +25.5% 38,032 $21.8M
Palisades Hudson Asset Management, L.P. 9.20% Reduce -0.1% 38,003 $21.8M
BLB&B Advisors, LLC 1.10% Add +0.6% 37,645 $21.6M
O'shaughnessy Asset Management, LLC 0.19% Add +15.6% 36,949 $21.6M
Legacy Advisors, LLC 2.33% Add +0.8% 37,468 $21.5M
Financial & Tax Architects, LLC 5.52% Reduce -2.9% 37,457 $21.5M
Black Maple Capital Management LP 16.12% Reduce -2.6% 37,295 $21.4M
Americana Partners, LLC 1.46% Add +2.3% 37,261 $21.4M
Kingswood Wealth Advisors, LLC 1.52% Reduce -37.8% 37,076 $21.2M
Albion Financial Group 1.47% Reduce -1.9% 36,988 $21.2M
Forvis Mazars Wealth Advisors, LLC 0.49% Add +1.0% 36,969 $21.2M
Fulton Breakefield Broenniman LLC 1.48% Reduce -1.9% 36,847 $21.1M
Perbak Capital Partners LLP 14.83% Reduce -64.0% 36,837 $21.1M
Tikvah Management LLC 6.69% Add +19.0% 36,724 $21.1M
Leavell Investment Management, Inc. 1.05% Reduce -3.6% 36,530 $21.0M
Thrive Wealth Management, LLC 3.85% Reduce -1.6% 36,551 $21.0M
Consolidated Capital Management, LLC 9.12% New 36,421 $20.9M
Blue Edge Capital, LLC 3.25% Reduce -0.1% 36,381 $20.9M
Legacy Capital Wealth Partners, LLC 4.17% Add +405.0% 155,129 $20.9M
Clarius Group, LLC 1.46% Add +1.1% 36,351 $20.9M
Ameritas Advisory Services, LLC 0.90% Reduce -42.0% 36,279 $20.8M
LWM Advisory Services, LLC 15.41% Add +72.3% 36,259 $20.8M
Financial Engines Advisors L.L.C. 0.04% Reduce -3.0% 36,094 $20.8M
Sentinel Trust Co. Lba 2.36% Add +3.4% 36,163 $20.7M
Belmont Capital, LLC 3.44% Reduce -14.7% 36,067 $20.7M
Avior Wealth Management, LLC 0.82% Reduce -1.4% 36,051 $20.7M
World Investment Advisors 0.65% Reduce -8.2% 35,946 $20.6M
Capital Investment Advisors, LLC 0.42% Add +16.6% 35,936 $20.6M
Schrum Private Wealth Management LLC 10.64% Add +79.6% 35,884 $20.6M
Nepc LLC 0.62% Add +6.9% 35,872 $20.6M
Segment Wealth Management, LLC 1.41% Add +2.0% 35,843 $20.6M
PFG Investments, LLC 1.33% Add +10.8% 35,839 $20.6M
Tyche Wealth Partners LLC 4.65% Add +19.1% 35,827 $20.6M
Daymark Wealth Partners, LLC 0.87% Reduce -2.6% 35,781 $20.5M
Beacon Bridge Wealth Partners, LLC 8.78% Reduce -18.8% 35,631 $20.4M
Cypress Capital, LLC 5.26% Reduce -8.9% 35,569 $20.4M
CENTRAL TRUST Co 0.48% Add +2.9% 35,567 $20.4M
Financial Partners Group, Inc 3.01% Add +9.9% 35,464 $20.3M
Watts Gwilliam & Co., LLC 4.44% — 35,492 $20.3M
Parallel Advisors, LLC 0.48% Add +5.2% 35,400 $20.3M
First National Bank of Mount Dora, Trust Investment Services 4.61% Add +16.1% 35,388 $20.3M
DAVENPORT & Co LLC 0.12% Add +4.1% 35,378 $20.3M
Saiph Capital, LLC 9.52% Add +0.0% 35,261 $20.2M
Three Bridge Wealth Advisors, LLC 7.45% Add +1.5% 35,070 $20.2M
Iron Horse Wealth Management, LLC 6.90% Add +4.5% 35,163 $20.2M
Hancock Whitney Corp. 0.65% Reduce -5.6% 35,093 $20.1M
Brave Asset Management Inc. 5.00% Add +1.5% 35,075 $20.1M
Hilltop Holdings Inc. 1.31% Add +9.9% 34,989 $20.1M
Global Trust Asset Management, LLC 7.42% Reduce -11.9% 34,897 $20.0M
Central Bank & Trust Co. 2.76% Reduce -1.7% 34,861 $20.0M
Pineridge Advisors LLC 7.56% Add +9.8% 34,824 $20.0M
Capital Management Associates, Inc 8.09% Reduce -6.1% 34,525 $19.8M
Voisard Asset Management Group, Inc. 8.25% Reduce -1.8% 34,507 $19.8M
First Manhattan Co. Llc. 0.06% Reduce -3.5% 34,393 $19.8M
Independence Bank of Kentucky 4.25% Reduce -15.4% 34,444 $19.8M
Cobblestone Capital Advisors LLC 1.11% Reduce -1.0% 34,369 $19.7M
Private Advisory Group LLC 2.48% New 34,362 $19.7M
Signal Advisors Wealth, LLC 2.82% Add +1399.9% 34,318 $19.7M
Magnolia Capital Management Ltd. 15.65% Reduce -1.0% 34,309 $19.7M
AXA S.A. 0.06% No change 34,266 $19.7M
Wellspring Financial Advisors, LLC 2.34% Reduce -9.7% 34,233 $19.6M
Verity Asset Management, Inc. 7.38% Reduce -19.8% 34,140 $19.6M
Meridian Wealth Advisors, LLC 3.26% Add +2.7% 33,988 $19.5M
Paragon Advisors, LLC 6.33% Add +8068.0% 33,979 $19.5M
Axxcess Wealth Management, LLC 0.49% Add +4.6% 33,942 $19.5M
Armstrong Advisory Group, Inc. 1.60% Add +1.0% 33,695 $19.3M
Ashton Thomas Private Wealth, LLC 1.03% Add +8.7% 33,649 $19.3M
HUB Investment Partners, LLC 0.84% Add +31.9% 33,630 $19.3M
Hummer Financial Advisory Services Inc 15.15% Reduce -0.3% 33,467 $19.3M
Aspen Investment Management Inc 8.95% Add +2.2% 33,438 $19.2M
Aprio Wealth Management, LLC 3.07% Reduce -4.1% 33,424 $19.2M
Resolute Advisors LLC 3.93% Add +0.3% 33,321 $19.2M
Landmark Wealth Management, Inc. 9.49% Add +21.4% 33,191 $19.0M
Sharkey, Howes & Javer 2.71% Add +702.4% 33,180 $19.0M
Baron Financial Group, LLC 11.60% Reduce -4.4% 33,064 $19.0M
Capital International Investors 0.00% Reduce -13.8% 33,041 $18.9M
New England Private Wealth Advisors LLC 3.04% Reduce -1.9% 32,888 $18.9M
Sunflower Bank, N.A. 5.17% Reduce -0.0% 32,886 $18.9M
Seven Mile Advisory 12.44% Add +4.7% 32,781 $18.8M
Gateway Wealth Partners, LLC 5.17% Add +16.0% 32,722 $18.8M
&partners 0.36% Add +110.0% 32,632 $18.7M
Intrepid Financial Planning Group LLC 7.99% Reduce -5.6% 32,525 $18.7M
Capital Advisory Group Advisory Services, LLC 7.41% Add +1.0% 32,457 $18.6M
Virtue Capital Management, LLC 3.71% Add +31.8% 32,283 $18.5M
Blue Investment Partners LLC 7.63% Reduce -1.5% 32,260 $18.5M
Atlas Private Wealth Advisors 2.68% Add +34.8% 32,166 $18.5M
Second Line Capital, LLC 5.02% Add +3.0% 32,035 $18.4M
Silvercrest Asset Management Group LLC 0.13% Add +1.3% 32,124 $18.4M
Private Trust Co. NA 1.86% Reduce -2.1% 32,116 $18.4M
Lanark Financial, Inc. 1.55% Add +2.6% 32,093 $18.4M
Advisor Resource Council 8.34% Reduce -43.0% 32,003 $18.4M
Winthrop Advisory Group LLC 2.26% Add +4.0% 31,812 $18.3M
Country Club Bank 1.22% Reduce -0.1% 31,987 $18.3M
Cornerstone Capital, Inc. 1.71% Reduce -1.3% 31,841 $18.3M
Safe Harbor Fiduciary, LLC 17.10% — 31,800 $18.2M
Spinnaker Trust 1.12% Add +4.2% 31,674 $18.2M
Trust Co of the South 3.83% Add +0.4% 31,549 $18.1M
Romano Brothers and Company 2.25% Reduce -0.6% 31,539 $18.1M
Lebenthal Global Advisors, LLC 3.66% Add +1.0% 31,456 $18.0M
J. Safra Sarasin Holding AG 0.31% Add +44.7% 31,438 $18.0M
Paragon Financial Partners, Inc. 13.20% Reduce -1.1% 31,420 $18.0M
Hardy Reed LLC 1.61% No change 31,416 $18.0M
Delta Financial Advisors LLC 6.52% Reduce -12.3% 31,311 $18.0M
Bartlett & Co. Wealth Management LLC 0.26% Reduce -0.4% 31,167 $17.9M
Torque Asset Management LLC 8.67% Reduce -63.2% 31,242 $17.9M
Dynamic Advisor Solutions LLC 0.54% Add +92.3% 61,474 $17.8M
Pioneer Trust Bank N A 4.56% Add +11.1% 31,089 $17.8M
Henshaw Capital LLC 0.74% No change 30,900 $17.7M
Constant Guidance Financial LLC 14.97% Add +12.8% 30,740 $17.6M
JCP Investment Management, LLC 14.59% No change 30,669 $17.6M
Royal Capital Wealth Management, LLC 12.42% Add +7.1% 30,626 $17.6M
Evergreen Capital Management LLC 0.59% Reduce -3.6% 30,367 $17.5M
Boston Financial Mangement LLC 0.52% Reduce -3.2% 30,439 $17.5M
LifeSteps Financial, Inc. 13.64% Reduce -0.5% 30,387 $17.4M
Oakworth Capital, Inc. 1.21% Reduce -15.9% 30,320 $17.4M
Soltis Investment Advisors LLC 1.70% Add +2.0% 30,309 $17.4M
Compound Planning, Inc. 1.08% Add +1.3% 30,258 $17.4M
Wealthgate Family Office, LLC 48.31% Reduce -7.4% 30,232 $17.3M
Foguth Wealth Management, LLC. 6.30% Reduce -2.0% 30,231 $17.3M
NBW Capital LLC 3.25% Add +8.1% 30,057 $17.2M
Lockheed Martin Investment Management Co. 0.80% No change 30,000 $17.2M
Legal & General Group Plc 0.00% No change 29,900 $17.2M
Penobscot Investment Management Company, Inc. 1.54% Add +1.4% 29,904 $17.2M
Argent Financial Group, Inc. 2.03% — 29,784 $17.1M
Tocqueville Asset Management L.P. 0.27% Add +5.8% 29,736 $17.1M
WealthBridge Capital Management, LLC 4.90% Add +0.6% 29,733 $17.1M
FSC Wealth Advisors, LLC 12.20% Add +2.5% 29,612 $17.0M
Cornerstone Wealth Management, LLC 1.19% Reduce -15.6% 29,572 $17.0M
Sei Investments Co. 0.02% Reduce -2.1% 29,500 $16.9M
Solstein Capital, LLC 8.96% Add +9.2% 29,466 $16.9M
Patton Fund Management, Inc. 3.49% Reduce -1.0% 29,431 $16.9M
Invictus Private Wealth, LLC 1.33% Reduce -0.4% 29,385 $16.9M
Beacon Investment Advisory Services, Inc. 0.70% Add +1.9% 29,312 $16.8M
YHB Investment Advisors, Inc. 1.39% Reduce -1.0% 29,299 $16.8M
L & S Advisors Inc 1.97% Reduce -0.7% 29,271 $16.8M
MMBG Investment Advisors Co. 1.75% Reduce -4.3% 29,212 $16.8M
Moloney Securities Asset Management, LLC 2.26% Add +1.3% 29,194 $16.8M
Strategic Blueprint, LLC 1.04% Reduce -0.1% 29,080 $16.7M
Readystate Asset Management LP 2.10% Reduce -94.9% 29,074 $16.7M
Trifecta Capital Advisors, LLC 3.48% Reduce -3.2% 29,006 $16.6M
Signature Estate & Investment Advisors LLC 0.38% Reduce -6.6% 28,997 $16.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.38% Add +40.4% 28,882 $16.6M
Fi3 FINANCIAL ADVISORS, LLC 6.56% Reduce -3.7% 28,772 $16.5M
Warwick Investment Management, Inc. 3.91% Add +0.0% 28,742 $16.5M
SPX Gestao de Recursos Ltda 2.20% Add +11.0% 28,717 $16.5M
Lodestar Private Asset Management LLC 2.09% Reduce -0.4% 28,629 $16.4M
Salem Investment Counselors Inc. 0.49% Add +1.6% 28,524 $16.4M
GC Wealth Management RIA, LLC 2.86% Add +0.6% 28,574 $16.4M
Nixon Peabody Trust Co. 1.36% Add +9.7% 28,565 $16.4M
Kesler, Norman & Wride, LLC 3.21% Add +1.0% 28,494 $16.3M
Koshinski Asset Management, Inc. 1.41% Add +0.3% 28,482 $16.3M
Y.D. More Investments Ltd 1.71% Add +1.3% 28,473 $16.3M
Atlantic Union Bankshares Corp 0.95% Reduce -2.1% 28,381 $16.3M
TAP Consulting, LLC 3.19% Add +0.5% 28,292 $16.2M
American Investment Services, Inc. 2.70% Reduce -0.2% 28,202 $16.2M
Atalanta Sosnoff Capital, LLC 0.35% Reduce -1.2% 28,117 $16.1M
Advisors Capital Management, LLC 0.26% Reduce -36.0% 28,047 $16.1M
Wesbanco Bank Inc. 0.55% Add +0.4% 28,044 $16.1M
Coastline Trust Co 1.89% Add +20.1% 27,989 $16.1M
Pinebridge Investments, L.P. 0.12% Reduce -45.9% 27,969 $16.0M
Measured Wealth Private Client Group, LLC 5.35% Reduce -6.6% 27,890 $16.0M
Plante Moran Financial Advisors, LLC 1.36% Reduce -8.8% 27,797 $15.9M
Fiducient Advisors LLC 1.84% Add +9.5% 27,776 $15.9M
New Republic Capital, LLC 9.15% Reduce -5.9% 27,768 $15.9M
TKG Advisors, LLC 7.85% Add +1.4% 27,743 $15.9M
Legacy Trust 3.66% Reduce -1.3% 27,737 $15.9M
Neumann Capital Management, LLC 5.29% Add +2.5% 27,693 $15.9M
Veltria Advisors Corp. 6.26% Reduce -0.8% 27,640 $15.9M
Naples Money Management LLC 13.40% Add +4.2% 27,582 $15.8M
Stelac Advisory Services LLC 6.38% Reduce -1.9% 27,391 $15.8M
Benjamin Edwards Inc. 0.23% Add +13356.9% 27,452 $15.8M
Tortoise Investment Management, LLC 1.64% Reduce -0.6% 27,409 $15.7M
SimpliFi, Inc. 6.96% Reduce -9.7% 27,355 $15.7M
Transcend Capital Advisors, LLC 1.05% Reduce -21.7% 27,292 $15.7M
Coldstream Capital Management Inc. 0.34% Add +7.6% 27,183 $15.7M
Rockbridge Investment Management, LCC 2.02% Add +1.0% 27,175 $15.6M
Berger Financial Group, Inc 1.12% Reduce -2.8% 27,156 $15.6M
Basso Capital Management, L.P. 14.32% Reduce -19.3% 27,126 $15.6M
PFG Advisors 0.98% Reduce -16.0% 27,104 $15.6M
Flagship Private Wealth, LLC 8.00% Reduce -3.7% 27,074 $15.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 5.92% Add +1.2% 27,250 $15.5M
Atlas Financial Advisors, Inc. 24.51% Add +4.1% 27,032 $15.5M
SouthState Bank Corp 1.07% Add +6.1% 26,996 $15.5M
Optas, LLC 3.55% No change 26,906 $15.4M
Relyea Zuckerberg Hanson LLC 2.35% Add +1.9% 26,886 $15.4M
WCG Wealth Advisors LLC 1.04% Add +54.5% 26,862 $15.4M
Ellis Investment Partners, LLC 3.00% Add +2.4% 26,862 $15.4M
Smithbridge Asset Management Inc. 2.65% Reduce -1.4% 26,843 $15.4M
Sachetta, LLC 6.06% Reduce -1.6% 26,687 $15.3M
Nilsine Partners, LLC 1.98% Reduce -0.7% 26,630 $15.3M
Apriem Advisors 1.78% Add +18.6% 26,585 $15.3M
Carrhae Capital LLP 1.74% Add +88.3% 26,537 $15.2M
Strategic Wealth Partners, Ltd. 1.46% Add +5.6% 26,489 $15.2M
Mainsail Financial Group, LLC 9.02% Reduce -5.6% 26,329 $15.2M
Founders Capital Management, LLC 2.66% Reduce -0.0% 26,474 $15.2M
Quintet Private Bank (Europe) S.A. 0.87% Add +59.2% 26,439 $15.2M
Ostrum Asset Management 1.25% No change 26,410 $15.2M
Syntrinsic LLC 5.04% Add +0.3% 26,414 $15.2M
Sax Wealth Advisors, LLC 1.35% Add +21.5% 26,372 $15.1M
Wealth Architects, LLC 1.71% Reduce -5.0% 26,337 $15.1M
Bouchey Financial Group, Ltd. 1.35% Reduce -0.7% 26,298 $15.1M
Oldfather Financial Services, LLC 5.80% Reduce -0.1% 26,271 $15.1M
West Branch Capital LLC 5.21% Add +15.5% 26,241 $15.1M
Dohj, LLC 3.50% Add +104.3% 26,410 $15.0M
Inspire Trust Co, N.A. 4.13% Add +9.1% 26,121 $15.0M
Icon Wealth Advisors, LLC 1.25% Add +47.9% 26,111 $15.0M
Annandale Capital, LLC 2.98% Reduce -6.7% 26,011 $14.9M
Gridiron Partners, LLC 9.03% No change 26,000 $14.9M
PCG Wealth Advisors, LLC 5.75% Reduce -1.7% 25,971 $14.9M
Harbour Trust & Investment Management Co 1.70% Reduce -1.1% 25,948 $14.9M
Integrity Financial Corp 8.68% Reduce -1.3% 25,769 $14.8M
RK Capital Management, LLC 15.10% Add +1.2% 25,690 $14.7M
Confluence Investment Management LLC 0.20% Reduce -7.3% 25,658 $14.7M
E&G Advisors, LLC 4.07% Add +13.7% 25,654 $14.7M
Clarus Wealth Advisors 7.49% Add +2.5% 25,882 $14.7M
Hedeker Wealth, LLC 3.89% Reduce -0.8% 25,581 $14.7M
Norden Group LLC 1.73% Add +101.0% 25,536 $14.7M
EWG Elevate Inc. 5.85% Add +20.0% 25,402 $14.6M
Bryn Mawr Trust Advisors, LLC 0.79% Reduce -4.5% 25,395 $14.6M
Moors & Cabot, Inc. 0.72% Add +0.8% 25,336 $14.5M
Peterson Wealth Management 9.28% Add +6.4% 25,314 $14.5M
Carolinas Wealth Consulting LLC 2.63% Add +0.5% 25,236 $14.5M
Composition Wealth, LLC 0.34% Add +2.1% 25,283 $14.5M
Rothschild Investment LLC 0.95% Reduce -3.9% 25,206 $14.5M
StoneX Group Inc. 1.05% Reduce -13.3% 25,164 $14.5M
PFC Capital Group, Inc. 6.96% Add +1.3% 25,175 $14.4M
GEM Asset Management, LLC 8.22% Reduce -0.0% 25,327 $14.4M
Kaizen Financial Strategies 8.38% Add +0.1% 25,057 $14.4M
Bell Bank 1.70% Add +4.0% 25,027 $14.4M
Mycio Wealth Partners, LLC 3.29% Add +2.3% 25,025 $14.4M
Fifth Lane Capital, LP 37.11% No change 25,000 $14.3M
New Wave Wealth Advisors LLC 6.60% Add +27.4% 24,981 $14.3M
Heritage Oak Wealth Advisors LLC 6.60% New 24,981 $14.3M
Ameritas Investment Partners, Inc. 0.47% Add +39.0% 24,967 $14.3M
Cordatus Wealth Management LLC 5.14% Add +462.4% 24,939 $14.3M
International Assets Investment Management, LLC 1.16% Reduce -1.6% 24,854 $14.3M
Florida Trust Wealth Management Co 0.45% Add +3.7% 24,720 $14.2M
Cacti Asset Management LLC 1.05% No change 24,795 $14.2M
Conscious Wealth Investments, LLC 9.74% Add +0.2% 24,504 $14.2M
Greater Midwest Financial Group, LLC 8.31% Reduce -2.0% 24,680 $14.2M
Aveo Capital Partners, LLC 1.49% Add +29.6% 24,435 $14.0M
Smith Chas P & Associates Pa Cpas 0.79% Reduce -0.2% 24,435 $14.0M
Cavalier Investments, LLC 4.30% Reduce -1.9% 24,415 $14.0M
Empower Advisory Group, LLC 0.05% Reduce -19.0% 24,318 $14.0M
Pathway Financial Advisors LLC 3.58% Reduce -4.7% 24,316 $14.0M
Brown, Lisle/Cummings, Inc. 4.24% Reduce -9.8% 24,308 $13.9M
Bristlecone Advisors, LLC 1.11% Add +3.4% 24,153 $13.9M
Orange Investment Advisors, Inc. 1.53% Reduce -21.2% 24,119 $13.8M
St Germain D J Co. Inc. 0.64% Reduce -1.4% 24,097 $13.8M
K.J. Harrison & Partners Inc 2.09% Add +2.9% 23,688 $13.8M
Ethos Financial Group, LLC 2.30% Add +1.0% 23,990 $13.8M
Nadler Financial Group, Inc. 1.52% Reduce -0.1% 24,039 $13.8M
Bigelow Investment Advisors, LLC 6.14% Reduce -3.4% 23,989 $13.8M
Level Four Advisory Services, LLC 0.58% Add +9.2% 24,196 $13.8M
Great Lakes Advisors, LLC 0.11% Add +0.4% 23,844 $13.7M
Gerber Kawasaki Wealth & Investment Management 0.63% Add +3.4% 23,738 $13.6M
Pacific Center for Financial Services 3.58% Add +2.5% 23,702 $13.6M
First Foundation Advisors 0.51% Reduce -2.8% 23,698 $13.6M
Twin Focus Capital Partners, LLC 2.14% Reduce -0.0% 23,658 $13.6M
Accredited Investors Inc. 0.78% Add +0.2% 23,643 $13.6M
Titleist Asset Management, LLC 1.96% Add +12.9% 23,629 $13.6M
G&S Capital LLC 5.68% Add +0.6% 23,603 $13.5M
Aaron Wealth Advisors LLC 1.61% Reduce -2.3% 23,590 $13.5M
State of Alaska, Department of Revenue 0.14% Add +167.1% 23,573 $13.5M
Agf Management Ltd. 0.07% Reduce -0.6% 23,567 $13.5M
Schroder Investment Management Group 0.01% Reduce -11.6% 23,639 $13.5M
BOS Asset Management, LLC 4.97% Add +8.6% 23,406 $13.4M
Childress Capital Advisors, LLC 3.62% Reduce -1.0% 23,384 $13.4M
Prudential PLC 0.07% Reduce -3.3% 23,295 $13.4M
Appleton Partners Inc. 0.98% Reduce -7.5% 23,211 $13.3M
Texas Yale Capital Corp. 0.58% Reduce -0.1% 23,193 $13.3M
Optimum Investment Advisors 5.75% Add +0.9% 23,184 $13.3M
Nwam LLC 0.81% New 23,138 $13.3M
Ayalon Insurance Comp Ltd. 4.11% Add +2.0% 22,945 $13.2M
Custos Family Office, LLC 4.75% Reduce -7.1% 22,848 $13.1M
Laurel Wealth Advisors LLC 2.09% Add +0.8% 22,645 $13.0M
Camarda Financial Advisors, LLC 4.86% Reduce -5.8% 22,612 $13.0M
One Capital Management, LLC 0.41% Reduce -5.0% 22,600 $13.0M
Insight Advisors, LLC/ PA 2.26% Add +18.2% 22,588 $13.0M
Nicolet Bankshares Inc. 2.61% Add +3.3% 22,584 $13.0M
Gries Financial LLC 2.43% Add +0.7% 22,578 $13.0M
Lowe Brockenbrough & Co. Inc. 0.83% Add +6.3% 22,459 $12.9M
Sfmg, LLC 1.05% Reduce -0.3% 22,485 $12.9M
Paloma Partners Management Co 0.89% New 22,444 $12.9M
Stordahl Capital Management, Inc. 3.06% Add +4.5% 22,640 $12.9M
Schnieders Capital Management LLC 2.46% Reduce -6.5% 22,359 $12.8M
Kowal Investment Group, LLC 2.36% Reduce -5.1% 22,332 $12.8M
Zurich Insurance Group Ltd 0.11% No change 22,189 $12.8M
Moneco Advisors, LLC 1.59% Reduce -1.6% 22,289 $12.8M
Magnus Financial Group LLC 1.30% Add +4.8% 22,274 $12.8M
Mayflower Financial Advisors, LLC 1.93% Reduce -0.0% 22,264 $12.8M
Evanson Asset Management, LLC 0.90% Reduce -2.1% 22,249 $12.8M
Montecito Bank & Trust 2.17% Reduce -0.4% 22,212 $12.7M
Okabena Investment Services Inc. 3.59% No change 22,208 $12.7M
Edge Financial Advisors LLC 11.30% Add +1.8% 22,207 $12.7M
Monetta Financial Services Inc. 10.85% Reduce -3.5% 22,200 $12.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% Add +4.6% 22,173 $12.7M
Morton Brown Family Wealth, LLC 4.52% Reduce -0.4% 22,159 $12.7M
Milestone Asset Management, LLC 2.86% Reduce -2.1% 22,145 $12.7M
Fayez Sarofim & Co 0.03% Add +33.8% 22,080 $12.7M
Good Life Advisors, LLC 0.78% Add +0.6% 21,989 $12.6M
Lanham O'Dell & Company, Inc. 7.08% Reduce -59.8% 21,994 $12.6M
Forefront Analytics, LLC 5.94% Add +0.3% 21,964 $12.6M
Nations Financial Group Inc, /Ia/ 0.91% Reduce -1.4% 21,954 $12.6M
Howard Financial Services, LTD. 1.81% Reduce -2.4% 21,894 $12.6M
Patten & Patten Inc. 0.83% Reduce -5.0% 21,824 $12.5M
Compass Ion Advisors, LLC 1.53% Add +2.3% 21,813 $12.5M
Perennial Investment Advisors, LLC 1.62% Add +6.5% 21,783 $12.5M
McLean Asset Management Corp 3.77% Add +6.7% 21,799 $12.5M
Cypress Capital Group 1.40% Add +6.4% 21,749 $12.5M
Capital World Investors 0.00% Reduce -15.0% 21,769 $12.4M
Marco Investment Management LLC 1.07% Add +5.1% 21,636 $12.4M
Berkshire Asset Management LLC 0.63% No change 22,766 $12.4M
Guardian Wealth Advisors, LLC / NC 1.34% Add +1.2% 21,555 $12.4M
Calton & Associates, Inc. 4.72% Add +29.6% 21,538 $12.4M
ORG Partners LLC 1.99% Add +126.4% 21,492 $12.3M
Family Capital Management, Inc. 7.93% Add +4.8% 21,459 $12.3M
Moody LYNN Lieberson & Walker, LLC 0.76% Add +0.8% 21,446 $12.3M
Surience Private Wealth LLC 12.56% New 21,407 $12.3M
James J. Burns & Company, LLC 2.21% Add +60.9% 21,339 $12.2M
Balboa Wealth Partners 3.05% Reduce -2.3% 21,294 $12.2M
LVM Capital Management Ltd. 1.39% No change 22,427 $12.2M
Comprehensive Financial Management LLC 0.34% No change 21,142 $12.2M
Intrust Bank NA 1.22% Reduce -0.4% 21,173 $12.1M
Black Swift Group, LLC 2.68% Add +183.5% 21,112 $12.1M
West Paces Advisors Inc. 2.95% Reduce -0.8% 20,958 $12.0M
Marquette Associates, Inc. 8.61% Add +0.3% 20,817 $12.0M
Bienville Capital Management, LLC 3.08% Add +22.4% 20,664 $11.9M
Sage Capital Advisors,llc 3.10% Add +3.5% 20,721 $11.9M
Badgley Phelps Wealth Managers, LLC 0.28% Reduce -1.4% 20,653 $11.9M
Global Financial Private Client, LLC 4.63% Add +2.1% 20,705 $11.9M
Luken Investment Analytics, LLC 5.45% Reduce -0.1% 20,694 $11.9M
Manning & Napier Advisors LLC 0.13% Add +0.4% 20,662 $11.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.33% No change 20,701 $11.8M
Paulson Wealth Management Inc. 3.17% Add +5.8% 20,644 $11.8M
Hillcrest Wealth Advisors - NY, LLC 5.91% Reduce -0.1% 20,635 $11.8M
Lyell Wealth Management, LP 1.07% Reduce -3.1% 20,561 $11.8M
Destination Wealth Management 0.36% Add +6.3% 20,488 $11.8M
Traction Financial Partners, LLC 9.22% Reduce -0.0% 20,481 $11.8M
Navis Wealth Advisors, LLC 12.74% Reduce -2.2% 20,473 $11.7M
UMB Bank, n.a. 0.18% Add +4.2% 20,425 $11.7M
Moneywise, Inc. 5.76% Add +67.4% 20,424 $11.7M
Phoenix Financial Ltd. 0.17% Reduce -1.7% 20,442 $11.7M
Advisor OS, LLC 1.17% Reduce -3.1% 20,419 $11.7M
St. Louis Financial Planners Asset Management, LLC 9.29% Reduce -33.8% 20,418 $11.7M
Foresight Capital Management Advisors, Inc. 6.96% Add +4.7% 20,379 $11.7M
Tandem Wealth Advisors LLC 5.92% Reduce -1.0% 20,368 $11.7M
Towercrest Capital Management 1.88% Reduce -23.9% 20,313 $11.7M
Quent Capital, LLC 1.18% Add +2.8% 20,305 $11.7M
Tsfg, LLC 2.53% Add +0.1% 20,220 $11.6M
Texas Capital Bank Wealth Management Services Inc 1.14% Reduce -27.8% 20,192 $11.6M
AAFMAA Wealth Management & Trust LLC 5.11% Add +147.5% 20,178 $11.6M
Highview Capital Management LLC 4.69% Add +3.1% 20,092 $11.5M
Northern Financial Advisors Inc 8.73% Reduce -5.3% 20,046 $11.5M
US Financial Advisors, LLC 3.58% Add +2.1% 20,036 $11.5M
Biltmore Family Office, LLC 1.96% Add +17.9% 19,933 $11.5M
Avestar Capital, LLC 1.24% Add +12.1% 19,860 $11.4M
AdvisorNet Financial, Inc 0.85% Reduce -1.4% 19,818 $11.4M
Elios Financial Group Inc. 5.24% — 19,802 $11.4M
Main Street Financial Solutions, LLC 1.04% Reduce -55.2% 19,793 $11.4M
Cordant, Inc. 5.79% Reduce -1.5% 19,747 $11.3M
Clark Financial Services Group Inc. 10.30% Add +0.7% 19,737 $11.3M
Arkadios Wealth Advisors 0.64% Reduce -55.6% 19,689 $11.3M
JFS Wealth Advisors, LLC 0.75% Add +7.5% 19,640 $11.3M
Boxwood Ventures, Inc. 17.41% No change 19,549 $11.3M
CX Institutional 0.50% Add +1.0% 19,514 $11.2M
Parkside Financial Bank & Trust 1.56% Add +27.6% 19,475 $11.2M
Allen Mooney & Barnes Investment Advisors LLC 1.90% Reduce -6.6% 19,466 $11.2M
First Merchants Corp. 0.43% Reduce -1.6% 19,378 $11.1M
Win Advisors, Inc. 5.22% New 19,368 $11.1M
MidAtlantic Capital Management, Inc. 8.12% Add +2.8% 19,367 $11.1M
Ancora Advisors LLC 0.25% Add +0.2% 19,307 $11.1M
Financial Guidance Group, Inc. 6.46% Reduce -0.5% 19,283 $11.1M
Planning Alternatives Ltd. 1.68% Add +0.4% 19,280 $11.1M
Rpo LLC 17.14% New 19,232 $11.0M
MinichMacGregor Wealth Management, LLC 2.36% Reduce -0.4% 19,208 $11.0M
Grandview Asset Management LLC 6.29% Add +4.5% 19,147 $11.0M
Roman Butler Fullerton & Co. 3.31% Reduce -3.8% 18,935 $11.0M
ORBA Wealth Advisors, L.L.C. 5.54% Add +2.8% 19,097 $11.0M
Atlas Capital Advisors Inc. 1.68% Add +3.6% 19,095 $11.0M
Sheaff Brock Investment Advisors, LLC 0.96% Add +2.4% 19,096 $11.0M
Seaview Investment Managers LLC 3.28% Reduce -34.7% 19,025 $10.9M
Catalyst Financial Partners LLC 2.13% Add +7.9% 19,000 $10.9M
Banque Cantonale Vaudoise 0.45% Add +20.0% 18,995 $10.9M
KG Capital Management 3.52% Reduce -2.0% 18,994 $10.9M
BlueChip Wealth Advisors LLC 5.70% Add +12.1% 18,985 $10.9M
Oxler Private Wealth LLC 3.79% Add +0.2% 18,970 $10.9M
Coppell Advisory Solutions LLC 1.60% Add +32.1% 18,974 $10.8M
Prism Advisors, Inc. 3.09% Reduce -4.3% 18,804 $10.8M
Aries Wealth Management 2.96% Add +10.5% 18,800 $10.8M
Engineers Gate Manager LP 0.21% Reduce -30.3% 18,785 $10.8M
Wealth Dimensions Group, Ltd. 2.73% Reduce -1.3% 18,757 $10.8M
Canopy Partners, LLC 4.63% No change 18,732 $10.7M
TFO Wealth Partners, LLC 2.02% No change 18,732 $10.7M
BluePointe Capital Management, LLC 6.95% Reduce -1.0% 18,631 $10.7M
Van Hulzen Asset Management, LLC 0.78% Reduce -0.1% 18,671 $10.7M
MorganRosel Wealth Management, LLC 3.53% Reduce -0.1% 18,649 $10.7M
Sowa Financial Group, Inc. 6.76% Reduce -8.6% 18,628 $10.7M
Qalhat Capital Ltd 6.20% No change 18,585 $10.7M
Mather Group, Llc. 0.14% Reduce -34.0% 18,550 $10.6M
Blue Trust, Inc. 0.14% Add +42.2% 19,529 $10.6M
GAMCO Investors 0.11% No change 18,410 $10.6M
Grove Bank & Trust 1.56% Add +2.4% 18,407 $10.6M
Union Savings Bank 5.17% Reduce -5.2% 18,374 $10.5M
Weil Company, Inc. 3.45% Reduce -1.6% 18,350 $10.5M
First Citizens Bank & Trust Co. 0.23% Reduce -8.6% 18,336 $10.5M
Erste Asset Management GmbH 0.13% Add +26.7% 18,260 $10.5M
L.M. Kohn & Company 2.65% Reduce -13.6% 18,244 $10.5M
Ami Investment Management Inc. 3.54% Reduce -23.1% 18,221 $10.5M
Principle Wealth Partners LLC 0.74% Add +8.8% 18,201 $10.4M
Ullmann Wealth Partners Group, LLC 1.35% Add +15.1% 18,174 $10.4M
Principal Securities, Inc. 0.25% Reduce -3.7% 18,145 $10.4M
Addison Capital Co 4.20% Add +6.5% 18,140 $10.4M
Mission Creek Capital Partners, Inc. 2.40% Reduce -0.1% 18,010 $10.3M
Northwest & Ethical Investments L.P. 0.27% Reduce -40.2% 18,000 $10.3M
Vident Advisory, LLC 0.26% Reduce -12.1% 17,967 $10.3M
Bedel Financial Consulting, Inc. 1.45% Add +7.9% 17,963 $10.3M
Daiwa Securities Group Inc. 0.05% Reduce -27.5% 8,418 $10.3M
Sandbox Financial Partners, LLC 3.64% Add +8.2% 17,930 $10.3M
Quadcap Wealth Management, LLC 1.60% Reduce -6.1% 17,890 $10.3M
Strategic Family Wealth Counselors, L.L.C. 3.59% Add +11.1% 17,877 $10.3M
Sound View Wealth Advisors Group, LLC 0.83% Add +20.5% 17,827 $10.2M
J. W. Coons Advisors, LLC 1.90% Add +0.3% 17,807 $10.2M
Kettle Hill Capital Management, LLC 2.62% New 17,785 $10.2M
NORTHSTAR ASSET MANAGEMENT Co 2.34% Reduce -2.7% 17,778 $10.2M
Ellenbecker Investment Group 1.92% Add +2.4% 17,704 $10.2M
Godsey & Gibb, Inc. 0.97% Reduce -2.8% 17,600 $10.1M
Flagship Harbor Advisors, LLC 0.55% Reduce -0.1% 17,575 $10.1M
Lansing Street Advisors 3.71% Add +0.8% 17,573 $10.1M
Zevin Asset Management LLC 1.55% Add +4.8% 17,513 $10.0M
Courier Capital LLC 0.69% Add +2.5% 17,503 $10.0M
Winthrop Capital Management, LLC 4.77% Add +1.9% 17,459 $10.0M
St. Johns Investment Management Company, LLC 4.69% Reduce -10.8% 17,409 $10.0M
Cornell Pochily Investment Advisors, Inc. 3.46% Add +0.3% 17,368 $10.0M
Vista Investment Partners LLC 3.19% Reduce -0.4% 17,345 $10.0M
1607 Capital Partners, LLC 0.91% New 17,300 $9.9M
Codex Capital Asset Management L.L.C. 4.39% Add +6.5% 17,270 $9.9M
Cannon Advisors, Inc. 8.09% — 17,315 $9.9M
Ascension Capital Advisors, Inc. 4.62% Reduce -20.4% 17,244 $9.9M
Frazier Financial Advisors, LLC 7.68% Reduce -7.4% 17,217 $9.9M
GenWealth Group, Inc. 2.24% Reduce -4.3% 16,999 $9.8M
KFG Wealth Management, LLC 2.12% Reduce -5.5% 16,981 $9.7M
RMR Wealth Builders 1.03% Reduce -5.6% 16,944 $9.7M
Accent Capital Management, LLC 5.58% Reduce -26.8% 16,882 $9.7M
Arlington Trust Co LLC 2.12% Reduce -0.5% 16,904 $9.7M
Paragon Capital Management Ltd 1.91% Reduce -0.3% 16,898 $9.7M
Pittenger & Anderson Inc. 0.36% Reduce -3.0% 16,893 $9.7M
Provida Pension Fund Administrator 0.21% Reduce -84.5% 16,881 $9.7M
CFM Wealth Partners LLC 1.69% Add +4.8% 16,838 $9.7M
Deltec Asset Management LLC 1.91% Reduce -12.3% 16,838 $9.7M
Cowen and Company, LLC 0.34% New 16,760 $9.6M
Citizens Business Bank 1.94% Reduce -4.9% 16,750 $9.6M
SeaCrest Wealth Management, LLC 1.03% Add +0.4% 16,747 $9.6M
Chatham Capital Group, Inc. 1.57% Add +0.9% 16,718 $9.6M
Van Cleef Asset Management,Inc 1.06% Add +7.3% 16,706 $9.6M
Raleigh Capital Management Inc. 3.69% Add +33.2% 16,702 $9.6M
Clifford Swan Investment Counsel LLC 0.34% Reduce -1.2% 16,657 $9.6M
Performance Wealth Partners, LLC 0.33% Add +6.4% 16,650 $9.6M
Horizon Wealth Management, LLC 1.91% Add +1.1% 16,636 $9.5M
Carret Asset Management, LLC 1.04% Add +36.6% 16,634 $9.5M
Community Bank, N.A. 1.20% Reduce -3.4% 16,597 $9.5M
IronBridge Private Wealth, LLC 3.55% Reduce -7.0% 16,577 $9.5M
LMG Wealth Partners, LLC 2.18% No change 16,568 $9.5M
Sigma Investment Counselors Inc. 0.56% Add +1.0% 16,565 $9.5M
Zhang Financial LLC 0.60% Add +0.8% 16,562 $9.5M
Next Level Private LLC 3.89% Add +0.3% 16,539 $9.5M
Ramiah Investment Group 8.91% Add +3.5% 16,482 $9.5M
Autumn Glory Partners, LLC 3.64% Add +23.2% 16,480 $9.5M
Pinnacle Financial Group, LLC / IL 3.69% Reduce -5.0% 16,394 $9.4M
Larson Financial Group LLC 0.53% Reduce -8.7% 16,391 $9.4M
Triumph Capital Management 3.33% Add +12.1% 16,241 $9.3M
Quattro Financial Advisors LLC 2.64% Add +22.4% 17,904 $9.3M
Money Concepts Capital Corp. 0.71% Add +6.1% 16,243 $9.3M
AlphaMark Advisors, LLC 3.21% Reduce -1.1% 16,209 $9.3M
Sage Mountain Advisors LLC 0.79% Add +21.4% 16,193 $9.3M
Retireful, LLC 6.87% Reduce -25.6% 16,189 $9.3M
Edgewood Management LLC 0.03% Reduce -49.2% 16,161 $9.3M
Simplicity Wealth,LLC 0.86% Reduce -90.7% 16,140 $9.3M
Boothbay Fund Management, LLC 0.31% Reduce -64.0% 16,122 $9.3M
CGN Advisors LLC 0.93% No change 16,120 $9.2M
Keeley-Teton Advisors, LLC 1.02% Reduce -0.6% 16,103 $9.2M
Wedmont Private Capital 0.53% Reduce -1.3% 16,211 $9.2M
Panagora Asset Management Inc. 0.04% Add +934.7% 16,028 $9.2M
NBT Bank, N.A. 0.62% Reduce -0.7% 16,008 $9.2M
Peddock Capital Advisors, LLC 2.21% Add +14.2% 15,995 $9.2M
Focus Partners Advisor Solutions, LLC 0.19% Add +9.1% 15,980 $9.2M
E Fund Management (Hong Kong) Co., Ltd. 5.43% Reduce -1.6% 15,879 $9.1M
Legacy Edge Advisors, LLC 1.46% Add +1.5% 15,879 $9.1M
E Fund Management Co., Ltd. 0.47% Reduce -1.6% 15,879 $9.1M
Eagle Strategies LLC 1.64% Reduce -11.5% 15,778 $9.1M
Tyler-Stone Wealth Management 1.70% Add +105.4% 15,724 $9.0M
Roger Wittlin Investment Advisory, LLC 5.17% Add +28.3% 15,672 $9.0M
Forum Financial Management, LP 0.15% Add +5.9% 15,663 $9.0M
Freestate Advisors LLC 9.35% — 15,653 $9.0M
JTC Employer Solutions Trustee Ltd 0.59% Reduce -16.7% 15,610 $9.0M
Caerus Investment Advisors, LLC 8.49% Reduce -2.6% 15,614 $9.0M
CWA Asset Management Group, LLC 0.48% — 15,567 $8.9M
Keystone Wealth Services, LLC 2.47% Add +7.9% 15,545 $8.9M
Bensler, LLC 1.12% Add +4.8% 15,533 $8.9M
Nicholas Investment Partners, LP 0.91% New 15,515 $8.9M
Advisory Alpha, LLC 0.32% Reduce -4.6% 15,511 $8.9M
Goelzer Investment Management, Inc. 0.49% Add +3.4% 15,482 $8.9M
waypoint wealth counsel 6.02% Add +6.1% 15,474 $8.9M
Accurate Wealth Management, LLC 1.78% Add +121.4% 15,299 $8.9M
Peregrine Asset Advisers, Inc. 3.05% Reduce -0.1% 15,441 $8.9M
Debussy Capital Management LP 2.57% Add +3.4% 15,421 $8.8M
Peak Asset Management, LLC 1.67% Add +0.0% 15,421 $8.8M
Linscomb Wealth, Inc. 0.44% Reduce -0.4% 15,417 $8.8M
Global Strategic Investment Solutions, LLC 1.03% Add +1.8% 15,406 $8.8M
Boothe Investment Group, Inc. 4.03% Reduce -6.8% 15,381 $8.8M
Canandaigua National Trust Co of Florida 7.57% — 15,354 $8.8M
Atom Investors LP 0.92% Add +48.8% 15,348 $8.8M
Waterloo Capital, L.P. 0.96% Add +0.2% 15,348 $8.8M
Public Sector Pension Investment Board 0.05% Reduce -25.8% 15,298 $8.8M
Capital Advisors Wealth Management, LLC 1.61% Add +1.9% 15,264 $8.8M
Rappaport Reiches Capital Management, LLC 2.32% Add +8.1% 15,213 $8.7M
New Century Financial Group, LLC 3.20% Add +14.4% 15,203 $8.7M
Davies Financial Advisors, Inc. 7.60% Add +10.6% 15,189 $8.7M
RB Capital Management, LLC 2.15% Add +2.0% 15,188 $8.7M
Summit Wealth Partners, LLC 1.67% Reduce -0.6% 15,121 $8.7M
Wealth Alliance, LLC 1.03% Reduce -3.8% 15,033 $8.6M
CRA Financial Services, LLC 1.58% Add +7.0% 15,008 $8.6M
Epacria Capital Partners, LLC 5.90% No change 15,000 $8.6M
Smith & Howard Wealth Management, LLC 2.42% Reduce -0.5% 14,969 $8.6M
Exencial Wealth Advisors, LLC 0.31% Reduce -18.2% 14,966 $8.6M
Perritt Capital Management Inc 4.41% Reduce -2.4% 14,959 $8.6M
Voya Investment Management LLC 0.01% Add +23.9% 14,947 $8.6M
WMS Partners, LLC 0.48% Add +85.6% 14,867 $8.5M
Latko Wealth Management, Ltd. 5.17% — 14,851 $8.5M
Objective Capital Management, LLC 5.00% — 14,838 $8.5M
WBH Advisory Inc. 0.81% Add +1.3% 14,818 $8.5M
Plum Street Advisors, LLC 4.30% Add +0.4% 14,808 $8.5M
QRG Capital Management, Inc. 0.09% Add +20.4% 14,797 $8.5M
BTC Capital Management, Inc. 0.75% Add +1.0% 14,777 $8.5M
VanderPol Investments L.L.C. 18.79% Add +250.0% 14,700 $8.4M
1832 Asset Management L.P. 0.01% Reduce -7.4% 14,698 $8.4M
Avantax Planning Partners, Inc. 0.30% Reduce -21.0% 14,640 $8.4M
First Washington CORP 3.34% Reduce -38.5% 14,633 $8.4M
Arete Wealth Advisors, LLC 0.72% Reduce -23.0% 22,866 $8.4M
Nelson Capital Management, LLC 1.41% Add +3.8% 14,588 $8.4M
Successful Portfolios LLC 5.66% Reduce -24.1% 14,583 $8.4M
Trek Financial, LLC 0.63% Reduce -1.9% 14,556 $8.4M
Concorde Asset Management, LLC 4.71% Reduce -1.8% 14,550 $8.3M
Lowery Thomas, LLC 5.65% Add +0.3% 14,508 $8.3M
Castle Rock Wealth Management, LLC 1.99% Add +2.7% 14,565 $8.3M
Victory Capital Management Inc. 0.01% Reduce -16.7% 14,439 $8.3M
Mirabaud & Cie SA 2.40% Add +44.9% 14,399 $8.3M
Fortis Group Advisors, LLC 1.52% Reduce -49.7% 14,353 $8.2M
Westmount Partners, LLC 2.47% Reduce -1.3% 14,327 $8.2M
Baker Avenue Asset Management, LP 0.26% Reduce -11.8% 14,315 $8.2M
Washington Trust Advisors, Inc. 0.71% Add +1.2% 14,281 $8.2M
Sunbelt Securities, Inc. 0.80% Add +17.3% 14,262 $8.2M
Red Cedar Investment Management, LLC 1.04% No change 14,250 $8.2M
Columbia Asset Management 1.42% Add +3.9% 14,237 $8.2M
Washington Capital Management, Inc. 6.31% No change 14,236 $8.2M
Brightwater Advisory LLC 6.01% Reduce -0.9% 14,226 $8.2M
Iowa State Bank 1.67% Add +2.2% 14,182 $8.1M
Spectrum Strategic Capital Management, LLC 5.49% Reduce -1.0% 14,086 $8.1M
Silver Oak Securities, Incorporated 0.85% Add +77.2% 14,147 $8.1M
First American Bank 0.58% Add +0.8% 14,042 $8.1M
Colorado Capital Management, Inc. 3.97% Add +1.8% 14,028 $8.0M
Sage Capital Management, LLC 3.84% Reduce -5.4% 13,924 $8.0M
Concourse Financial Group Securities, Inc. 0.47% Reduce -4.9% 13,869 $8.0M
X-Square Capital, LLC 2.69% Add +22.8% 13,866 $8.0M
FWG Holdings, LLC 3.95% Reduce -4.0% 13,686 $7.9M
Cannell & Spears LLC 0.16% Add +2.6% 13,847 $7.9M
Nvest Financial, LLC 4.53% Add +2.6% 13,847 $7.9M
Capital Wealth Management, LLC 3.40% Reduce -2.2% 13,839 $7.9M
Enterprise Bank & Trust Co 2.54% Reduce -0.5% 13,717 $7.9M
Iams Wealth Management, LLC 3.86% Add +9.5% 13,698 $7.9M
ZWJ Investment Counsel Inc. 0.32% Reduce -4.1% 13,693 $7.9M
Quadrant Private Wealth Management, LLC 1.94% Reduce -3.3% 13,634 $7.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.19% Add +0.6% 13,658 $7.8M
Sanders Morris Harris LLC 1.30% Reduce -19.8% 13,646 $7.8M
IRON Financial LLC 4.24% Add +2.4% 13,591 $7.8M
FAS Wealth Partners, Inc. 0.62% Reduce -0.6% 13,546 $7.8M
Financial Management Professionals, Inc. 0.96% Reduce -48.9% 13,537 $7.8M
Smart Money Group LLC 2.76% Reduce -3.3% 13,613 $7.7M
Ignite Planners, LLC 1.77% Reduce -4.3% 13,454 $7.7M
Collective Family Office LLC 2.09% Reduce -6.0% 13,413 $7.7M
Beach Investment Counsel Inc. 0.95% No change 13,410 $7.7M
Obermeyer Wealth Partners 0.41% Add +3.7% 13,405 $7.7M
Pettinga Financial Advisors LLC 1.82% Reduce -3.5% 13,403 $7.7M
CMG Global Holdings, LLC 4.34% Add +1.1% 13,397 $7.7M
First National Bank of Omaha 0.49% Reduce -2.5% 13,367 $7.7M
Waypoint Capital Advisors, LLC 1.63% No change 13,356 $7.7M
Corundum Group, Inc. 3.49% Reduce -43.7% 13,331 $7.6M
Empirical Asset Management, LLC 2.72% Add +2.8% 13,326 $7.6M
Summit Wealth & Retirement Planning, Inc. 2.43% Reduce -7.3% 13,291 $7.6M
Cyndeo Wealth Partners, LLC 0.53% Add +4.3% 13,279 $7.6M
Etesian Wealth Advisors, Inc. 3.44% Add +16.5% 13,259 $7.6M
Point72 Europe (London) LLP 0.64% New 13,200 $7.6M
Krane Funds Advisors LLC 0.27% New 13,200 $7.6M
NDWM LLC 6.24% Add +98.8% 13,191 $7.6M
Clear Street Derivatives LLC 0.13% New 13,148 $7.5M
Oxinas Partners, LLC 4.62% Reduce -3.3% 13,147 $7.5M
Nicolet Advisory Services, LLC 0.71% Reduce -2.0% 13,247 $7.5M
Abner Herrman & Brock LLC 0.91% Reduce -1.9% 13,092 $7.5M
Certuity, LLC 0.81% Reduce -91.7% 13,045 $7.5M
First City Capital Management, Inc. 3.85% Reduce -0.7% 13,032 $7.5M
Krilogy Financial LLC 0.51% Add +11.8% 13,025 $7.5M
Rockingstone Advisors LLC 3.66% Add +0.2% 12,984 $7.4M
Betterment LLC 0.02% Add +30.1% 12,979 $7.4M
Florida Financial Advisors, LLC 3.84% Add +8.2% 12,975 $7.4M
Veracity Capital LLC 2.84% Reduce -0.2% 12,954 $7.4M
GPS Wealth Strategies Group, LLC 0.99% Reduce -26.8% 12,902 $7.4M
Clear Creek Financial Management, LLC 0.84% Add +1.8% 12,893 $7.4M
Pinnacle Family Advisors, LLC 3.82% Reduce -53.5% 12,854 $7.4M
Patten Group, Inc. 1.64% Reduce -3.8% 12,850 $7.4M
Adero Partners, LLC 0.49% Reduce -1.6% 12,836 $7.4M
Farmers & Merchants Investments Inc. 0.23% Add +6.5% 12,829 $7.4M
Pallas Capital Advisors LLC 0.31% Reduce -2.0% 12,700 $7.4M
Aspire Capital Advisors LLC 2.19% Reduce -2.3% 12,813 $7.4M
Market Street Wealth Management Advisors LLC 1.21% Reduce -0.5% 12,810 $7.3M
Bank of New Hampshire 1.84% Reduce -1.3% 12,789 $7.3M
Sitrin Capital Management LLC 3.66% Reduce -1.1% 12,720 $7.3M
AlphaStar Capital Management, LLC 0.58% Add +76.9% 12,757 $7.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.62% Add +9.1% 12,740 $7.3M
Meritage Portfolio Management 0.44% Reduce -1.4% 12,655 $7.3M
Jupiter Wealth Management LLC 3.71% Add +32.0% 12,623 $7.2M
Creative Financial Designs Inc. 0.61% Add +5.8% 12,614 $7.2M
Glassman Wealth Services 1.23% Add +0.0% 12,603 $7.2M
Operose Advisors LLC 2.34% Add +0.1% 12,586 $7.2M
Oliver Luxxe Assets LLC 1.29% Reduce -2.1% 12,573 $7.2M
World Equity Group, Inc. 2.60% Add +6.9% 12,549 $7.2M
Walkner Condon Financial Advisors LLC 1.46% Add +4.7% 12,513 $7.2M
Savoie Capital LLC 0.88% No change 12,503 $7.2M
Scoggin Management LP 3.96% No change 12,500 $7.2M
Cozad Asset Management Inc. 0.68% Add +3.4% 12,489 $7.2M
Ashford Capital Management Inc. 0.89% Add +5.1% 12,463 $7.2M
Apella Capital, LLC 0.29% Add +8.6% 12,568 $7.1M
Element Wealth, LLC 3.77% Reduce -2.9% 12,408 $7.1M
Calamos Advisors LLC 0.05% Reduce -6.0% 12,374 $7.1M
DBK Financial Counsel, LLC 7.15% No change 12,339 $7.1M
Valmark Advisers, Inc. 0.11% Add +5.8% 12,332 $7.1M
Strategy Asset Managers LLC 1.35% Reduce -14.8% 12,218 $7.0M
Bar Harbor Wealth Management 0.45% Reduce -0.8% 12,205 $7.0M
Cliffwater LLC 1.62% No change 12,204 $7.0M
Genesee Capital Advisors, LLC 3.36% Add +62.0% 12,175 $7.0M
Port Capital LLC 0.31% Reduce -0.4% 12,169 $7.0M
Peoples Bank 3.55% Reduce -0.9% 12,124 $7.0M
Lazard Asset Management LLC 0.01% Reduce -51.3% 12,122 $7.0M
Invenio Wealth Partners LLC 3.01% Reduce -0.2% 12,110 $6.9M
Harbor Investment Advisory, LLC 0.68% Add +0.2% 12,076 $6.9M
Wick Capital Partners, LLC 2.24% Add +13.7% 12,066 $6.9M
REDW Wealth LLC 1.77% Reduce -0.7% 12,060 $6.9M
HTLF Bank 0.75% Reduce -0.2% 12,038 $6.9M
Grey Ledge Advisors, LLC 1.76% Reduce -6.4% 11,992 $6.9M
Ferguson Wellman Capital Management, Inc. 0.13% Add +6.8% 11,991 $6.9M
PGIM Custom Harvest LLC 0.14% Add +7.2% 11,990 $6.9M
Boston Mountain Money Management Inc. 3.99% No change 11,984 $6.9M
Venturi Wealth Management, LLC 0.36% Add +3.5% 11,971 $6.9M
Truepoint, Inc. 0.18% Add +17.2% 11,959 $6.9M
Vishria Bird Financial Group, LLC 2.60% Reduce -0.0% 11,952 $6.9M
Retirement Planning Group, LLC 0.37% Add +923.2% 11,951 $6.9M
Motiv8 Investments LLC 4.62% Reduce -1.8% 11,946 $6.9M
Old North State Trust, LLC 5.57% No change 11,936 $6.8M
West Bancorporation Inc. 4.56% No change 11,922 $6.8M
MGB Wealth Management, LLC 2.50% Reduce -0.6% 11,939 $6.8M
Schorn Wealth LLC 2.31% Add +1.8% 11,873 $6.8M
Mount Capital Ltd 2.38% No change 11,900 $6.8M
Cornerstone Advisors Asset Management, LLC 1.50% Add +0.1% 11,828 $6.8M
RFG Advisory, LLC 0.21% Reduce -11.1% 11,814 $6.8M
Legacy PCG, LLC 4.82% Reduce -6.0% 11,806 $6.8M
Channel Wealth LLC 2.23% Add +162.4% 11,786 $6.8M
Regent Peak Wealth Advisors LLC 1.55% Reduce -1.1% 11,777 $6.8M
Avity Investment Management Inc. 0.52% Reduce -1.5% 11,746 $6.7M
Marvin & Palmer Associates Inc. 5.64% Add +83.2% 11,715 $6.7M
HBK Sorce Advisory LLC 0.20% Add +0.2% 11,654 $6.7M
International Private Wealth Advisors LLC 9.78% Add +17.7% 11,628 $6.7M
Gratus Wealth Advisors, LLC 1.09% No change 11,713 $6.7M
Fortitude Advisory Group L.L.C. 4.18% Reduce -0.0% 11,558 $6.6M
Private Portfolio Partners LLC 1.24% Add +0.7% 11,519 $6.6M
Cornerstone Advisors, LLC 0.26% New 11,500 $6.6M
Stephen J. Garry & Associates, LLC 6.26% Add +2.5% 11,479 $6.6M
Vienna Asset Management LLC 4.86% Add +23.2% 11,465 $6.6M
Alta Wealth Advisors LLC 3.00% Add +3.9% 11,444 $6.6M
EverSource Wealth Advisors, LLC 0.42% Reduce -4.8% 11,441 $6.6M
Moody National Bank Trust Division 0.70% Add +1360.2% 11,433 $6.6M
Sierra Capital LLC 0.78% Add +0.7% 11,376 $6.5M
Certified Advisory Corp 0.72% Add +3.5% 11,374 $6.5M
Cypress Wealth Services, LLC 1.35% Add +0.2% 11,341 $6.5M
Great Diamond Partners, LLC 1.65% Reduce -6.8% 11,320 $6.5M
Foster & Motley Inc. 0.41% Add +22.5% 11,311 $6.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -27.7% 11,189 $6.5M
Burns J W & Co. Inc. 0.84% Add +5.7% 11,253 $6.5M
Leo Wealth, LLC 0.59% Add +29.9% 11,209 $6.4M
Amplius Wealth Advisors, LLC 0.70% Reduce -0.2% 11,207 $6.4M
Guidance Point Advisors, LLC 1.95% Add +0.3% 11,201 $6.4M
Cary Street Partners Asset Management LLC 0.85% Reduce -3.2% 11,193 $6.4M
Trust Co. of Vermont 0.32% Reduce -1.9% 11,144 $6.4M
Clare Market Investments LLC 1.67% Add +7.6% 11,113 $6.4M
Seelaus Asset Management LLC 5.97% Add +7.2% 11,107 $6.4M
Guardian Capital Advisors LP 0.63% Reduce -0.1% 11,201 $6.4M
PICTET BANK & TRUST Ltd 6.41% Add +107.7% 11,041 $6.3M
Kanawha Capital Management LLC 0.46% Add +10.9% 11,040 $6.3M
Armbruster Capital Management, Inc. 1.26% Reduce -3.4% 11,025 $6.3M
Capital Investment Advisory Services, LLC 0.60% Add +8.2% 11,015 $6.3M
Kolinsky Wealth Management, LLC 4.10% Reduce -2.7% 10,989 $6.3M
Intact Investment Management Inc. 0.21% No change 10,985 $6.3M
Bragg Financial Advisors, Inc 0.26% Reduce -1.9% 10,973 $6.3M
Macroview Investment Management LLC 6.15% Add +7.6% 10,959 $6.3M
Smithfield Trust Co 0.31% Reduce -7.7% 10,960 $6.3M
Leverty Financial Group, LLC 3.43% Add +23.9% 10,947 $6.3M
Roundview Capital LLC 0.45% Add +9.1% 10,945 $6.3M
Sabal Trust CO 0.34% No change 10,910 $6.3M
Oder Investment Management, LLC 5.38% Reduce -2.4% 10,908 $6.3M
Penserra Capital Management LLC 0.14% Reduce -77.9% 10,904 $6.3M
Signify Wealth 7.66% Add +11.2% 10,898 $6.3M
Covenant Asset Management, LLC 1.38% Add +3.1% 10,884 $6.2M
Merkkuri Wealth Advisors LLC 4.91% Reduce -1.3% 10,847 $6.2M
Cypress Financial Planning LLC 2.30% Reduce -3.1% 10,843 $6.2M
Cassaday & Co Wealth Management LLC 0.18% Add +8.0% 10,803 $6.2M
High Net Worth Advisory Group LLC 1.73% Reduce -58.5% 10,795 $6.2M
Ellevest, Inc. 0.34% Reduce -4.4% 10,744 $6.2M
TL Private Wealth 2.76% Reduce -0.3% 10,849 $6.2M
Cantor Fitzgerald Investment Advisors L.P. 0.42% Add +4.2% 10,704 $6.1M
American Institute for Advanced Investment Management, LLP 4.39% Reduce -0.1% 10,685 $6.1M
SageView Advisory Group, LLC 0.31% Reduce -8.0% 10,663 $6.1M
Bison Wealth, LLC 0.97% Add +10.4% 10,632 $6.1M
Broderick Brian C 1.19% No change 10,600 $6.1M
Capital Analysts, LLC 0.25% Add +3.4% 10,597 $6.1M
Shoker Investment Counsel, Inc. 2.04% Reduce -1.0% 10,560 $6.1M
LRI Investments, LLC 0.59% Add +9.2% 10,203 $6.1M
Symphony Financial, Ltd. Co. 1.00% Reduce -0.6% 10,594 $6.1M
Harvest Investment Services, LLC 1.93% Add +13.4% 10,533 $6.0M
Founders Capital Management 3.67% Add +3.4% 10,518 $6.0M
Providence First Trust Co 2.56% Add +5.4% 10,509 $6.0M
One Day In July LLC 0.68% No change 10,499 $6.0M
Annex Advisory Services, LLC 0.19% Add +0.4% 10,485 $6.0M
Keeler & Nadler Financial Planning & Wealth Management 2.93% Add +9.1% 10,466 $6.0M
White Pine Capital LLC 2.05% Add +0.2% 10,465 $6.0M
Novak & Powell Financial Services, Inc. 3.48% Add +0.8% 10,463 $6.0M
Audent Global Asset Management, LLC 10.23% Reduce -18.6% 10,451 $6.0M
Aurora Private Wealth, Inc. 4.70% Add +21.1% 10,449 $6.0M
Destiny Wealth Partners, LLC 1.05% Add +0.2% 10,439 $6.0M
Clarity Financial LLC 0.70% Add +6.3% 10,419 $6.0M
Drexel Morgan & Co. 1.11% Reduce -0.5% 10,386 $6.0M
Old Second National Bank of Aurora 1.44% Add +4.3% 10,371 $6.0M
Round Rock Advisors LLC 1.39% Add +7.7% 10,371 $6.0M
Arkansas Financial Group, Inc. 0.97% Reduce -0.6% 10,368 $5.9M
Key Client Fiduciary Advisors, LLC 2.71% Add +7.3% 10,359 $5.9M
Fund Evaluation Group, LLC 0.33% Reduce -85.9% 10,297 $5.9M
Rehmann Capital Advisory Group 0.39% Add +0.5% 10,290 $5.9M
OmniStar Financial Group, Inc. 4.42% Add +8.7% 10,231 $5.9M
Aspen Wealth Management LLC 1.79% Add +9.5% 10,258 $5.9M
Central Valley Advisors, LLC 3.31% Add +1.3% 10,226 $5.9M
M.D. Sass, LLC 0.46% No change 10,220 $5.9M
Absolute Capital Management, LLC 3.48% Add +4.2% 10,198 $5.9M
Windsor Capital Management, LLC 1.70% Reduce -1.8% 10,200 $5.9M
Orca Investment Management, LLC 5.27% Add +6.3% 10,184 $5.8M
LCNB Corp. 2.06% Reduce -2.0% 10,144 $5.8M
Tilson Financial Group, Inc. 2.52% Reduce -11.0% 10,133 $5.8M
Well Done, LLC 1.06% Reduce -9.4% 10,115 $5.8M
First American Trust, FSB 0.58% Add +40.9% 10,109 $5.8M
Camelot Technology Advisors, Inc. 5.12% Add +0.1% 10,097 $5.8M
Halpern Financial, Inc. 1.49% Reduce -1.8% 10,174 $5.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -4.2% 10,056 $5.8M
Blue Fin Capital, Inc. 1.10% Reduce -0.3% 10,060 $5.8M
Chapin Davis, Inc. 1.87% Add +12.7% 10,056 $5.8M
Centennial Bank 2.64% Add +2.0% 10,051 $5.8M
Morris Financial Concepts, Inc. 2.48% Reduce -0.3% 10,045 $5.8M
Laird Norton Wetherby Trust Company, LLC 0.75% No change 10,000 $5.8M
Paragon Associates & Paragon Associates II Joint Venture 10.31% New 10,000 $5.7M
Elyxium Wealth, LLC 3.16% — 9,998 $5.7M
Aureus Asset Management, LLC 0.37% Reduce -1.1% 9,988 $5.7M
SL Advisors, LLC 10.30% Add +0.2% 9,969 $5.7M
Legacy Wealth Management, LLC 0.37% No change 9,965 $5.7M
Naples Global Advisors, LLC 0.53% Add +0.6% 9,928 $5.7M
Midland Wealth Advisors, LLC 0.33% Add +72.3% 9,944 $5.7M
Foster Victor Wealth Advisors, LLC 0.46% Reduce -2.0% 9,885 $5.7M
Vista Capital Partners, Inc. 0.66% Reduce -1.1% 9,940 $5.7M
Waddell & Associates, LLC 0.69% Reduce -4.9% 9,904 $5.7M
Garde Capital, Inc. 0.37% Reduce -2.6% 9,900 $5.7M
Burney Co./ 0.20% Reduce -2.7% 9,867 $5.7M
American National Bank & Trust 0.67% Reduce -0.6% 9,847 $5.6M
Private Client Services, LLC 3.04% Reduce -14.1% 9,837 $5.6M
JDM Financial Group LLC 3.07% Reduce -13.3% 9,831 $5.6M
Hohimer Wealth Management, LLC 1.21% Add +1.4% 9,830 $5.6M
Fusion Family Wealth, LLC 0.52% Reduce -1.4% 9,812 $5.6M
Defined Wealth Management, LLC 3.65% Reduce -0.1% 9,801 $5.6M
Sterling Capital Management LLC 0.07% — 9,785 $5.6M
Auxano Advisors, LLC 1.44% Reduce -7.5% 9,719 $5.6M
Howe & Rusling Inc. 0.48% Reduce -9.6% 9,701 $5.6M
Weaver Capital Management LLC 1.67% Reduce -1.2% 9,685 $5.6M
Omnia Family Wealth, LLC 2.38% Reduce -29.1% 9,645 $5.6M
TCI Wealth Advisors, Inc. 0.47% Reduce -0.9% 9,655 $5.5M
Kearns & Associates LLC 3.65% Reduce -0.9% 9,650 $5.5M
John W. Brooker & Co., CPAs 2.53% Add +0.0% 9,602 $5.5M
Pinnacle Bancorp, Inc. 1.47% Add +0.5% 9,574 $5.5M
Madison Park Capital Advisors, LLC 4.10% Add +1.1% 9,543 $5.5M
Montis Financial, LLC 1.94% Add +43.0% 9,501 $5.5M
Institute for Wealth Management, LLC. 0.69% Reduce -0.2% 9,501 $5.5M
Private Capital Management, LLC 0.60% Add +0.1% 9,492 $5.4M
MTM Investment Management, LLC 2.12% Add +0.0% 9,511 $5.4M
Texas Permanent School Fund Corp. 0.91% Reduce -97.9% 9,471 $5.4M
Syntax Research, Inc. 3.67% Reduce -4.8% 9,468 $5.4M
Guyasuta Investment Advisors Inc. 0.34% Reduce -1.1% 9,467 $5.4M
Unionview, LLC 4.22% Reduce -1.4% 9,453 $5.4M
Madison Wealth Partners, Inc 1.61% Add +18.0% 9,450 $5.4M
JFG Wealth Management, LLC 1.48% Reduce -22.3% 9,431 $5.4M
S.A. Mason LLC 2.87% Reduce -2.1% 9,428 $5.4M
Rockland Trust Co. 0.27% No change 9,393 $5.4M
Mairs & Power Inc. 0.05% Add +5.6% 9,388 $5.4M
Bay Rivers Group 2.68% Reduce -0.3% 9,384 $5.4M
KKM Financial LLC 2.65% Reduce -10.4% 9,352 $5.4M
Private Wealth Partners, LLC 0.43% Add +19.5% 9,327 $5.4M
Meritage Group LP 0.13% Reduce -71.5% 9,322 $5.3M
Murphy, Middleton, Hinkle & Parker, Inc. 2.88% Add +0.1% 9,321 $5.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.30% Add +1.6% 9,256 $5.3M
WPWealth LLP 1.09% Add +1.7% 9,204 $5.3M
Wealthstream Advisors, Inc. 0.96% Add +8.7% 9,197 $5.3M
Fogel Capital Management, Inc. 2.72% Reduce -0.3% 9,176 $5.3M
HCR Wealth Advisors 0.69% Add +22.2% 9,140 $5.2M
Verus Capital Partners, LLC 0.51% Add +3.4% 9,135 $5.2M
Garden State Investment Advisory Services LLC 1.68% Add +1.3% 9,118 $5.2M
Roberts Glore & Co. Inc. 1.51% Add +11.3% 9,126 $5.2M
Loudon Investment Management, LLC 2.86% Add +2.5% 9,107 $5.2M
Millington Financial Advisors, LLC 3.26% Reduce -0.2% 9,106 $5.2M
Sharp Wealth Advisory, LLC 4.02% Add +6.6% 9,075 $5.2M
GSG Advisors LLC 1.72% Add +2.6% 9,146 $5.2M
WorthPointe, LLC 2.18% Reduce -12.5% 9,044 $5.2M
Turtle Creek Wealth Advisors, LLC 1.04% Add +2.3% 9,030 $5.2M
Clark Capital Management Group, Inc. 0.04% Add +46.4% 9,019 $5.2M
Pacific Financial Group Inc. 3.79% Reduce -6.0% 9,012 $5.2M
LJI Wealth Management, LLC 1.05% Add +1.9% 8,972 $5.1M
Herbst Group, LLC 3.18% Add +5.4% 8,956 $5.1M
True North Advisors, LLC 1.34% Reduce -1.8% 8,948 $5.1M
DHK Financial Advisors, Inc. 3.14% Add +432.6% 8,911 $5.1M
Litman Gregory Wealth Management LLC 0.43% Add +64.1% 8,920 $5.1M
Tennessee Valley Asset Management Partners 0.85% Reduce -6.3% 8,867 $5.1M
F/m Investments LLC 0.16% Reduce -0.2% 8,910 $5.1M
My Personal CFO, LLC 2.80% Add +2.2% 8,906 $5.1M
NWF Advisory Services Inc. 0.74% Add +9.6% 8,895 $5.1M
Trivium Point Advisory, LLC 0.71% Add +52.8% 8,523 $5.1M
Sightline Wealth Advisors, LLC 2.79% Add +0.3% 8,837 $5.1M
Breakwater Investment Management 2.12% No change 8,835 $5.1M
Brass Tax Wealth Management, Inc. 1.08% Add +1163.3% 8,818 $5.1M
Rebalance, LLC 0.37% Reduce -16.9% 8,807 $5.1M
Colony Family Offices, LLC 1.56% Reduce -3.7% 8,753 $5.0M
Sterneck Capital Management, LLC 2.72% Add +22.9% 8,772 $5.0M
Samalin Investment Counsel, LLC 2.19% Reduce -7.6% 8,742 $5.0M
Tompkins Financial Corp. 0.48% Reduce -2.3% 8,738 $5.0M
McAdam, LLC 0.28% Reduce -0.6% 8,722 $5.0M
Orin Green Financial, LLC 2.16% Reduce -0.1% 8,718 $5.0M
MassMutual Private Wealth & Trust, FSB 0.14% Reduce -55.0% 8,707 $5.0M
Wimmer Associates 1, LLC 2.44% Reduce -0.8% 8,700 $5.0M
Impact Partnership Wealth, LLC 1.13% Add +35.1% 8,691 $5.0M
Founders Financial Alliance, LLC 1.39% Reduce -5.2% 8,682 $5.0M
Arcus Capital Partners, LLC 1.80% Reduce -4.7% 8,679 $5.0M
RKL Wealth Management LLC 0.45% Add +0.0% 8,664 $5.0M
Sage Rhino Capital LLC 1.10% Add +0.2% 8,659 $5.0M
Baron Wealth Management LLC 2.39% Add +0.1% 8,657 $5.0M
Atlas Brown,Inc. 1.72% Reduce -1.1% 8,646 $5.0M
Personal Cfo Solutions, LLC 0.69% Add +3.3% 8,598 $4.9M
ForthRight Wealth Management, LLC 1.64% Add +10.9% 8,586 $4.9M
Austin Private Wealth, LLC 0.48% Add +19.1% 8,579 $4.9M
American Alpha Advisors, LLC 4.60% — 8,554 $4.9M
Bridge Advisory, LLC 2.33% Reduce -0.1% 8,553 $4.9M
Delta Investment Management, LLC 1.00% Add +7.9% 8,546 $4.9M
Lockerman Financial Group, Inc. 8.29% Add +2.5% 8,538 $4.9M
Journey Advisory Group, LLC 0.58% Add +1.2% 8,951 $4.9M
BlueSky Wealth Advisors, LLC 0.75% Reduce -1.6% 8,454 $4.9M
Marietta Wealth Management, LLC 0.70% Add +0.2% 8,424 $4.8M
Steph & Co. 1.54% No change 8,418 $4.8M
Aldebaran Financial Inc. 5.69% Add +4.9% 8,406 $4.8M
Nuveen Asset Management, LLC 0.00% Add +3.8% 8,395 $4.8M
Ledyard National Bank 0.44% Reduce -1.6% 8,394 $4.8M
NWK Group, Inc. 1.96% Add +0.1% 8,360 $4.8M
Nvwm, LLC 1.22% Reduce -3.2% 8,383 $4.8M
Householder Group Estate & Retirement Specialist, LLC 1.40% Reduce -7.5% 8,362 $4.8M
Joseph P. Lucia & Associates, LLC 2.21% Add +11.8% 8,360 $4.8M
Little House Capital LLC 1.38% Add +0.7% 8,360 $4.8M
Omega Financial Group, LLC 1.82% Reduce -1.6% 8,358 $4.8M
Evernest Financial Advisors, LLC 1.29% Reduce -4.2% 8,348 $4.8M
Sandy Cove Advisors, LLC 1.95% Add +0.1% 8,331 $4.8M
McDonald Partners LLC 1.19% Add +1.4% 8,316 $4.8M
Tower View Wealth Management LLC 2.61% Reduce -1.3% 8,295 $4.8M
Asset Dedication, LLC 0.32% Add +12.6% 8,263 $4.7M
B & T Capital Management DBA Alpha Capital Management 0.89% Reduce -8.1% 8,260 $4.7M
Invst, LLC 0.57% Reduce -9.3% 8,239 $4.7M
Charter Oak Capital Management, LLC 0.44% Add +11.0% 8,212 $4.7M
United Bank 0.55% Add +2.3% 8,212 $4.7M
Cherrydale Wealth Management, LLC 1.93% Add +0.3% 8,210 $4.7M
Greenup Street Wealth Management LLC 0.97% Reduce -1.8% 8,163 $4.7M
Abel Hall, LLC 3.06% No change 8,148 $4.7M
ABLE Financial Group, LLC 1.44% Add +1.5% 8,147 $4.7M
Luminvest Wealth Management LLC 1.94% No change 8,106 $4.7M
RPS Advisory Solutions LLC 3.34% Add +18.0% 8,136 $4.7M
Nikulski Financial, Inc. 1.39% Reduce -2.5% 8,084 $4.6M
Brooklyn Investment Group 1.52% Reduce -27.3% 8,075 $4.6M
Intrua Financial, LLC 0.75% Add +2.5% 8,065 $4.6M
Cohen & Steers, Inc. 0.01% No change 8,047 $4.6M
Peachtree Investment Partners, LLC 1.73% Reduce -4.7% 8,024 $4.6M
1900 Wealth Management LLC 0.39% Reduce -0.1% 8,021 $4.6M
Anchor Investment Management, LLC 0.43% Add +51.5% 8,000 $4.6M
Pegasus Asset Management, Inc. 1.38% Reduce -0.5% 7,975 $4.6M
Ridgecrest Wealth Partners, LLC 2.38% No change 7,965 $4.6M
Jackson Hole Capital Partners, LLC 0.95% Add +0.0% 7,965 $4.6M
Peak Planning Group, LLC 2.00% Add +0.0% 7,953 $4.6M
Family Legacy, Inc. 1.52% Reduce -1.6% 7,949 $4.6M
TruWealth Advisors, LLC 0.28% Reduce -2.8% 7,929 $4.5M
Weinberger Asset Management, Inc 1.94% Reduce -1.4% 7,926 $4.5M
Mosaic Family Wealth Partners, LLC 0.67% Add +0.8% 7,918 $4.5M
Cohen Capital Management, Inc. 0.74% Add +0.0% 7,914 $4.5M
Chesapeake Wealth Management 1.55% Add +0.5% 7,905 $4.5M
Almanack Investment Partners, LLC. 0.71% Reduce -3.5% 7,903 $4.5M
LaSalle St. Investment Advisors, LLC 1.78% Add +81.7% 7,883 $4.5M
Prevail Innovative Wealth Advisors, LLC 1.38% New 7,870 $4.5M
Single Point Partners, LLC 7.18% Reduce -0.1% 7,844 $4.5M
Vanguard Personalized Indexing Management, LLC 0.07% Add +5.1% 7,831 $4.5M
Laraway Financial Advisors Inc 3.58% Reduce -2.3% 7,825 $4.5M
Ameliora Wealth Management Ltd. 1.87% Add +10.2% 7,799 $4.5M
Braun Stacey Associates Inc. 0.17% Reduce -4.8% 7,796 $4.5M
ELCO Management Co., LLC 2.42% Add +0.1% 7,794 $4.5M
Twin Peaks Wealth Advisors, LLC 2.06% Reduce -6.8% 7,791 $4.5M
Latitude Advisors, LLC 2.52% Reduce -33.8% 7,764 $4.5M
Long Run Wealth Advisors, LLC 1.05% No change 7,759 $4.5M
Fisher Asset Management 0.00% Add +17.3% 7,736 $4.4M
D. Scott Neal, Inc. 2.35% Add +136.6% 7,712 $4.4M
EPIQ Capital Group, LLC 1.28% Add +3.8% 7,704 $4.4M
Power Wealth Management LLC 1.89% Reduce -4.3% 7,712 $4.4M
Harris Associates (Oakmark Funds) 0.01% Add +630.9% 7,689 $4.4M
Avalon Trust Co 0.33% Reduce -2.9% 7,680 $4.4M
Levin Capital Strategies, L.P. 0.42% Reduce -4.3% 7,627 $4.4M
Total Clarity Wealth Management, Inc. 1.41% Reduce -15.3% 7,626 $4.4M
LBMC Investment Advisors, LLC 0.35% Reduce -1.6% 7,616 $4.4M
USAdvisors Wealth Management, LLC 1.53% Add +5.7% 7,637 $4.4M
Ameraudi Asset Management, Inc. 1.99% Reduce -6.0% 7,602 $4.4M
Madden Advisory Services, Inc. 2.00% Reduce -1.8% 7,601 $4.4M
Plotkin Financial Advisors, LLC 2.61% Add +12.7% 7,597 $4.4M
Coastal Bridge Advisors, LLC 1.08% Add +3.0% 7,591 $4.4M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Reduce -1.4% 7,572 $4.3M
Callan Capital, LLC 0.30% Reduce -0.2% 7,572 $4.3M
MIdWestOne Financial Group, Inc. 0.60% No change 7,562 $4.3M
Pinnacle Wealth Planning Services, Inc. 0.59% Add +1.7% 7,535 $4.3M
Ausdal Financial Partners, Inc. 0.45% Add +10.3% 7,533 $4.3M
AtlasMark Financial, Inc 4.02% — 7,530 $4.3M
Pursue Wealth Partners LLC 2.36% Reduce -6.6% 7,525 $4.3M
DHJJ Financial Advisors, Ltd. 1.70% Add +0.9% 7,497 $4.3M
Goldstone Financial Group, LLC 0.75% Reduce -8.0% 7,484 $4.3M
Twin Lakes Capital Management, LLC 2.76% Add +0.2% 7,467 $4.3M
Tanglewood Legacy Advisors, LLC 1.90% Reduce -0.1% 7,456 $4.3M
Woodstock Corp. 0.41% Add +0.8% 7,434 $4.3M
Alley Investment Management Company, LLC 0.54% Add +0.0% 7,419 $4.3M
Catalyst Private Wealth, LLC 2.08% Reduce -0.1% 7,404 $4.2M
Per Stirling Capital Management, LLC. 0.59% Reduce -30.8% 7,371 $4.2M
Arrow Financial Corp 0.39% Add +1.2% 7,355 $4.2M
Resolute Wealth Strategies, LLC 2.19% Add +0.1% 7,353 $4.2M
Raffa Wealth Management, LLC 1.02% Reduce -18.9% 7,344 $4.2M
DDD Partners, LLC 0.46% Reduce -15.3% 7,331 $4.2M
Fox Run Management, L.L.C. 0.94% New 7,330 $4.2M
Hamilton Point Investment Advisors, LLC 0.76% No change 7,289 $4.2M
Two Point Capital Management, Inc. 1.53% Reduce -11.3% 7,303 $4.2M
Strategic Investment Management, LLC 4.39% Reduce -11.1% 7,300 $4.2M
Legacy Financial Strategies, LLC 0.92% Add +16.1% 7,290 $4.2M
Russell Investments Group, Ltd. 0.01% Add +21.6% 7,281 $4.2M
Clearbridge Investments, LLC 0.00% Add +226.8% 7,280 $4.2M
Mengis Capital Management, Inc. 0.82% Reduce -0.3% 7,236 $4.2M
Donaldson Capital Management, LLC 0.16% Reduce -4.0% 7,222 $4.1M
Barrett & Company, Inc. 1.80% Reduce -3.9% 7,221 $4.1M
Sunesis Advisors, LLC 2.49% No change 7,207 $4.1M
Pasadena Private Wealth, LLC 0.88% Add +3.2% 7,201 $4.1M
Continuum Advisory, LLC 0.53% Add +14.7% 6,958 $4.1M
Juncture Wealth Strategies, LLC 1.60% Reduce -11.9% 7,193 $4.1M
Ranch Capital Advisors Inc. 1.94% Reduce -4.3% 7,158 $4.1M
Beacon Financial Advisory LLC 1.40% Reduce -13.9% 7,168 $4.1M
Hoese & Co LLP 3.44% Reduce -45.4% 7,167 $4.1M
Allegheny Financial Group 1.01% Add +0.7% 7,164 $4.1M
Baldwin Investment Management, LLC 0.51% Add +0.2% 7,147 $4.1M
Evergreen Advisors, LLC 1.13% Reduce -1.6% 7,123 $4.1M
Second Half Financial Partners, LLC 2.16% Reduce -40.7% 7,116 $4.1M
Wynn Capital, LLC 2.68% Add +97.4% 7,115 $4.1M
Boston Research & Management Inc. 0.95% Reduce -0.2% 7,114 $4.1M
Coastwise Capital Group, LLC 3.36% Add +15.4% 7,113 $4.1M
MetLife Inc 40.58% Reduce -10.4% 7,086 $4.1M
Semus Wealth Partners LLC 2.84% Add +3.5% 7,082 $4.1M
Platform Technology Partners 1.28% Add +0.6% 7,080 $4.1M
Signature Wealth Management Partners, LLC 2.93% Add +0.1% 7,057 $4.0M
Tempus Wealth Planning, LLC 1.48% Add +31.4% 7,056 $4.0M
Meridian Investment Counsel Inc. 1.22% Reduce -6.7% 7,055 $4.0M
Pictet North America Advisors SA 0.40% Add +2.9% 7,053 $4.0M
Phillips Financial Management, LLC 0.31% Reduce -0.8% 7,036 $4.0M
Fulcrum Equity Management 3.40% Add +13.5% 7,008 $4.0M
Heritage Investment Group, Inc. 0.76% Add +0.7% 7,003 $4.0M
Asset Management One Co., Ltd. 0.01% Reduce -58.7% 7,000 $4.0M
Opal Wealth Advisors, LLC 1.26% Add +2.8% 6,998 $4.0M
D L Carlson Investment Group Inc. 0.73% Add +17.3% 6,992 $4.0M
Albar Capital Ltd 0.90% New 6,989 $4.0M
Chicago Capital, LLC 0.11% Add +4.8% 6,962 $4.0M
Marquette Asset Management, LLC 0.63% Add +12.6% 6,943 $4.0M
Zions Bancorporation, N.A. 0.29% Reduce -4.2% 6,938 $4.0M
Hassell Wealth Management, LLC 1.67% Reduce -0.1% 6,995 $4.0M
Sterling Financial Group, Inc. 1.70% No change 6,923 $4.0M
Hyperion Partners, LLC 2.53% Add +8.2% 6,898 $4.0M
First United Bank & Trust 1.41% Reduce -3.2% 6,863 $3.9M
Reynders McVeigh Capital Management, LLC 0.21% Add +1.0% 6,854 $3.9M
Cascades Capital Asset Management, LLC 2.22% — 6,848 $3.9M
Iron Gate Global Advisors LLC 0.55% Add +54.1% 6,839 $3.9M
Clear Point Advisors Inc. 3.03% Add +0.2% 6,831 $3.9M
Alera Investment Advisors, LLC 0.46% Add +0.9% 6,830 $3.9M
Texas Capital Bancshares Inc 1.58% No change 6,811 $3.9M
Ironclad Investments LLC 2.32% No change 6,805 $3.9M
Rossmore Private Capital 0.48% Reduce -0.6% 6,800 $3.9M
Waterfront Wealth Inc. 0.96% Add +0.6% 6,705 $3.9M
Sage Financial Group Inc. 0.32% Add +0.7% 6,791 $3.9M
SC&H Financial Advisors, Inc. 0.85% Add +0.0% 6,766 $3.9M
Thoroughbred Financial Services, LLC 0.25% Reduce -25.6% 6,753 $3.9M
Wetzel Investment Advisors, Inc. 1.96% Reduce -4.3% 6,731 $3.9M
Yacktman Asset Management 0.04% Add +15.9% 6,741 $3.9M
Snider Financial Group 1.41% Add +25.9% 6,731 $3.9M
Paradigm, Strategies in Wealth Management, LLC 2.51% Reduce -8.0% 6,730 $3.9M
Sonora Investment Management Group, LLC 0.29% Add +5.9% 6,714 $3.9M
Cascade Financial Partners, LLC 0.48% Reduce -0.1% 6,603 $3.9M
Northwest Bancshares, Inc. 0.66% Reduce -4.7% 6,711 $3.9M
Horan Capital Advisors, LLC. 1.28% No change 6,704 $3.8M
Austin Asset Management Co Inc 0.78% Reduce -0.6% 6,703 $3.8M
Forbes Financial Planning, Inc. 2.77% Reduce -4.2% 6,702 $3.8M
Holocene Advisors, LP 0.02% New 6,702 $3.8M
Enclave Advisors LLC 0.65% — 6,668 $3.8M
WestEnd Advisors, LLC 0.09% Reduce -41.8% 6,663 $3.8M
Graves Light Lenhart Wealth, Inc. 0.47% Reduce -29.8% 6,654 $3.8M
Elevation Wealth Partners, LLC 1.64% Add +11.1% 6,647 $3.8M
Howard Wealth Management, LLC 2.22% Add +0.1% 6,643 $3.8M
Edge Wealth Management LLC 0.76% Reduce -0.9% 6,624 $3.8M
Home Federal Bank of Tennessee 1.08% Add +0.3% 6,602 $3.8M
ArchPoint Investors 1.26% No change 6,579 $3.8M
FreeGulliver LLC 2.25% Add +147.7% 6,592 $3.8M
Fragasso Financial Advisors Inc 0.29% Reduce -4.0% 6,581 $3.8M
Traynor Capital Management, Inc. 0.31% Add +2.4% 6,579 $3.8M
Inspirion Wealth Advisors, LLC 0.53% Reduce -5.7% 6,556 $3.8M
Beese Fulmer Investment Management, Inc. 0.32% Add +37.6% 6,532 $3.7M
SOL Capital Management CO 0.42% Add +9.0% 6,531 $3.7M
Capital Insight Partners, LLC 0.65% Reduce -1.7% 6,514 $3.7M
Marks Group Wealth Management, Inc 0.36% Reduce -0.0% 6,513 $3.7M
Gold Investment Management Ltd. 1.56% Reduce -4.5% 6,501 $3.7M
Highlander Partners, L.P. 2.20% No change 6,500 $3.7M
Everett Harris & Co. 0.05% Reduce -0.5% 6,484 $3.7M
Baker Ellis Asset Management LLC 0.53% Reduce -0.6% 6,476 $3.7M
First County Bank 1.83% Add +69.1% 6,472 $3.7M
Arrowroot Family Office, LLC 2.16% Reduce -8.8% 6,458 $3.7M
Onyx Bridge Wealth Group LLC 0.56% Reduce -1.9% 6,457 $3.7M
Roffman Miller Associates Inc. 0.23% Add +57.7% 6,455 $3.7M
American State Bank (Iowa) 2.25% No change 6,450 $3.7M
Abacus Planning Group, Inc. 0.66% Add +2.3% 6,448 $3.7M
Ironwood Investment Counsel, LLC 0.61% Reduce -3.3% 6,432 $3.7M
Tritonpoint Wealth, LLC 0.34% Reduce -26.0% 6,438 $3.7M
Abacus Wealth Partners, LLC 0.55% No change 6,427 $3.7M
Capital Wealth Alliance, LLC 2.14% Add +4.8% 6,425 $3.7M
Affiance Financial, LLC 0.89% Reduce -0.8% 6,408 $3.7M
Castleview Partners, LLC 2.12% Reduce -14.5% 6,406 $3.7M
Dunhill Financial, LLC 1.88% Add +0.2% 6,393 $3.7M
Plancorp, LLC 0.15% Add +1.6% 6,374 $3.7M
Duncker Streett & Co. Inc. 0.67% Add +0.6% 6,362 $3.7M
Sequent Asset Management, LLC 1.80% Add +28.8% 6,359 $3.6M
Bray Capital Advisors 0.89% Reduce -11.5% 6,359 $3.6M
Kelleher Financial Advisors 1.39% Reduce -0.1% 6,353 $3.6M
Revolve Wealth Partners, LLC 0.56% Add +4.3% 6,349 $3.6M
Manhattan West Asset Management, LLC 0.94% Reduce -6.8% 6,334 $3.6M
Drucker Wealth 3.0, LLC 0.87% Add +16.5% 6,333 $3.6M
Breed's Hill Capital LLC 2.98% Reduce -2.2% 6,329 $3.6M
Financial Perspectives, Inc 1.26% Add +0.2% 6,322 $3.6M
Mason & Associates, LLC 1.11% Reduce -0.0% 6,317 $3.6M
Colonial Trust Co / SC 0.56% Reduce -1.0% 6,312 $3.6M
Outlook Wealth Advisors, LLC 1.04% Add +10.7% 6,308 $3.6M
Stephenson & Company, Inc. 2.45% Reduce -0.1% 6,305 $3.6M
Security Financial Services, INC. 0.74% Reduce -4.8% 6,301 $3.6M
Winch Advisory Services, LLC 1.00% Add +5.1% 6,296 $3.6M
CPC Advisors, LLC 0.54% Add +3.4% 6,296 $3.6M
Cape Cod Five Cents Savings Bank 0.33% No change 6,278 $3.6M
Investmark Advisory Group LLC 1.75% Reduce -0.3% 6,267 $3.6M
Worth Financial Advisory Group, LLC 2.11% Add +4.1% 6,266 $3.6M
Marathon Trading Investment Management LLC 1.70% Reduce -95.8% 6,258 $3.6M
Councilmark Asset Management, LLC 2.41% No change 6,245 $3.6M
PDS Planning, Inc 0.32% Add +3.4% 6,244 $3.6M
Kelman-Lazarov, Inc. 0.62% Reduce -0.2% 6,236 $3.6M
Orgel Wealth Management, LLC 0.09% Add +36.9% 6,233 $3.6M
F&V Capital Management, LLC 0.92% Reduce -1.6% 6,226 $3.6M
Fagan Associates, Inc. 0.60% Reduce -0.8% 6,225 $3.6M
Henrickson Nauta Wealth Advisors, Inc. 1.42% Add +7.8% 6,217 $3.6M
Valley Wealth Managers, Inc. 0.26% Add +6.7% 6,205 $3.6M
Oribel Capital Management, LP 0.39% Reduce -26.2% 6,200 $3.6M
Sonata Capital Group Inc. 1.50% Add +9.6% 6,180 $3.5M
Forza Wealth Management, LLC 1.62% Add +7.2% 6,168 $3.5M
First Interstate Bank 0.21% Reduce -10.7% 6,163 $3.5M
Cahill Wealth Management, LLC 1.82% Add +0.0% 6,151 $3.5M
Rollins Financial Advisors, LLC 0.59% Reduce -3.8% 6,150 $3.5M
Octavia Wealth Advisors, LLC 0.43% Add +8.2% 6,123 $3.5M
TCTC Holdings, LLC 0.12% Add +441.1% 6,103 $3.5M
Capital City Trust Co. 0.87% Add +1.8% 6,077 $3.5M
Boston Trust Walden Corp 0.02% Reduce -15.6% 6,069 $3.5M
Silvant Capital Management LLC 0.15% Reduce -6.2% 6,045 $3.5M
BCM Advisors, LLC 0.80% Reduce -21.6% 6,102 $3.5M
Park National Corp. 0.12% Add +1.2% 6,058 $3.5M
Catalina Capital Group, LLC 1.18% Add +14.3% 6,047 $3.5M
Northside Capital Management, LLC 0.54% Add +27.6% 6,046 $3.5M
Woodmont Investment Counsel LLC 0.26% Add +1.6% 6,043 $3.5M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $3.5M
Alterna Wealth Management, Inc. 3.11% Reduce -19.0% 6,037 $3.5M
Axiom Advisory, LLC 0.03% Add +2.1% 6,272 $3.5M
High Falls Advisors, Inc 0.79% Reduce -1.3% 6,026 $3.5M
WealthShield Partners, LLC 0.47% Add +45.2% 6,016 $3.5M
Resurgent Financial Advisors LLC 2.02% Add +15.8% 5,998 $3.4M
Spectrum Wealth Advisory Group, LLC 1.93% Reduce -14.3% 5,995 $3.4M
Armstrong Henry H Associates Inc. 0.33% No change 5,990 $3.4M
Towerpoint Wealth, LLC 1.63% Add +0.5% 5,983 $3.4M
Saxon Interests, Inc. 1.56% Reduce -11.2% 5,975 $3.4M
W Advisors, LLC 2.11% Reduce -0.2% 5,968 $3.4M
Sharper & Granite LLC 1.53% Add +34.2% 5,963 $3.4M
Essex LLC 0.70% Reduce -0.8% 5,943 $3.4M
Baldwin Wealth Partners LLC 0.23% Add +38.2% 5,933 $3.4M
LYNX Capital Group Ltd. 2.20% Reduce -2.6% 5,930 $3.4M
Jackson Square Capital, LLC 0.84% Reduce -1.1% 5,930 $3.4M
First National Bank Sioux Falls 1.55% No change 5,929 $3.4M
Mystic Asset Management, Inc. 1.28% No change 5,918 $3.4M
M3 Advisory Group, LLC 2.49% Add +0.7% 5,914 $3.4M
Pullen Investment Management, LLC 2.48% Reduce -1.1% 5,913 $3.4M
Highland Capital Management, LLC 0.19% Reduce -0.4% 5,896 $3.4M
Monograph Wealth Advisors, LLC 0.44% No change 5,878 $3.4M
Wallington Asset Management, LLC 0.47% Reduce -8.7% 5,886 $3.4M
Etfidea, LLC 1.07% Add +7.0% 5,880 $3.4M
UNIVEST FINANCIAL Corp 0.22% Add +156.0% 5,873 $3.4M
Waycross Investment Management Co 3.10% Reduce -15.1% 5,862 $3.4M
Cooper Financial Group 0.44% Add +1.9% 5,861 $3.4M
Strategic Financial Concepts, LLC 1.07% Reduce -99.8% 5,848 $3.4M
Cornerstone Advisory, LLC 0.44% Reduce -19.6% 5,829 $3.3M
Kraft, Davis & Associates, LLC 0.99% Reduce -4.1% 5,845 $3.3M
Ramsay, Stattman, Vela & Price, Inc. 0.62% Add +1.8% 5,807 $3.3M
Raab & Moskowitz Asset Management LLC 0.84% Add +2.8% 5,794 $3.3M
Q3 Asset Management 0.78% Add +21.6% 5,790 $3.3M
Jaffetilchin Investment Partners, LLC 0.25% Add +9.5% 5,787 $3.3M
CIC Wealth, LLC 0.86% Reduce -51.0% 5,785 $3.3M
Gemmer Asset Management LLC 0.33% Reduce -0.9% 5,785 $3.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.92% Add +0.1% 5,772 $3.3M
Eagle Global Advisors LLC 0.16% Reduce -0.4% 5,753 $3.3M
North Star Asset Management Inc. 0.15% Add +1.3% 5,753 $3.3M
Lifeworks Advisors, LLC 0.65% Add +3.2% 5,747 $3.3M
City Holding Co. 0.46% Add +3.4% 5,746 $3.3M
Tillman Hartley LLC 0.98% No change 5,741 $3.3M
McIlrath & Eck, LLC 0.42% Add +0.6% 5,738 $3.3M
Wealthspire Retirement, LLC 0.27% Add +1.1% 5,730 $3.3M
Flagstar Securities, Inc. 0.83% Add +6.6% 5,699 $3.3M
Fairhaven Wealth Management, LLC 1.00% Reduce -0.7% 5,716 $3.3M
TrinityPoint Wealth, LLC 0.47% Add +2.8% 5,714 $3.3M
Weaver Consulting Group 1.04% Add +66.0% 5,712 $3.3M
First Financial Bankshares Inc 0.07% Add +16.2% 5,711 $3.3M
Gilbert & Cook, Inc. 0.45% Reduce -2.6% 5,710 $3.3M
Libra Wealth LLC 1.31% No change 5,703 $3.3M
Breakwater Capital Group 0.66% Add +2.7% 5,700 $3.3M
SkyView Investment Advisors, LLC 0.54% No change 5,700 $3.3M
Capital Asset Advisory Services LLC 0.16% Add +7.3% 5,703 $3.3M
Parisi Gray Wealth Management 1.07% Reduce -0.6% 5,674 $3.3M
Cahill Financial Advisors Inc. 0.44% Reduce -2.2% 5,663 $3.2M
Moneda S.A. Administradora General de Fondos 2.68% Reduce -23.2% 5,661 $3.2M
Blankinship & Foster, LLC 0.79% Reduce -1.8% 5,660 $3.2M
Arax Advisory Partners 0.29% Add +0.2% 5,647 $3.2M
Kelly Financial Services LLC 1.19% Add +10.7% 5,644 $3.2M
Alpha Cubed Investments, LLC 0.14% Reduce -18.2% 5,643 $3.2M
Westside Investment Management, Inc. 0.69% Reduce -1.7% 5,672 $3.2M
Willis Johnson & Associates, Inc. 0.25% Add +3.8% 5,624 $3.2M
Abound Wealth Management 1.07% Add +15.9% 5,624 $3.2M
MV Capital Management, Inc. 0.34% No change 5,620 $3.2M
Ascent Wealth Partners, LLC 0.45% Reduce -0.1% 5,616 $3.2M
Horizon Investment Services, LLC 1.37% Add +13.9% 5,581 $3.2M
Northeast Investment Management 0.14% Add +28.1% 5,578 $3.2M
Merrion Investment Management Co, LLC 2.11% Reduce -7.5% 5,570 $3.2M
Warner Financial, Inc. 1.42% Add +0.2% 5,563 $3.2M
Epiq Partners, LLC 1.81% No change 5,524 $3.2M
Spirepoint Private Client, LLC 0.42% Reduce -0.2% 5,504 $3.2M
Acropolis Investment Management, LLC 0.19% Reduce -0.1% 5,497 $3.2M
TRUE Private Wealth Advisors 0.37% Reduce -3.0% 5,441 $3.1M
Mason Investment Advisory Services, Inc. 0.18% Reduce -0.3% 5,415 $3.1M
Fullerton Fund Management Co Ltd. 0.13% Reduce -61.3% 5,411 $3.1M
Cerro Pacific Wealth Advisors LLC 1.17% Add +3.1% 5,684 $3.1M
United Asset Strategies, Inc. 0.29% Reduce -41.9% 5,385 $3.1M
Charter Research & Investment Group, Inc. 2.28% Add +0.8% 5,385 $3.1M
Sivia Capital Partners, LLC 1.82% Reduce -14.3% 5,380 $3.1M
Harmony Asset Management LLC 1.13% Reduce -5.5% 5,370 $3.1M
Lion Street Advisors, LLC 1.07% Add +3.1% 5,358 $3.1M
Mitchell McLeod Pugh & Williams Inc. 0.64% Add +0.1% 5,350 $3.1M
Miramar Fiduciary Corp 2.60% No change 5,349 $3.1M
Waters Parkerson & Co., LLC 0.16% Reduce -2.7% 5,341 $3.1M
1834 Investment Advisors Co. 0.36% Reduce -1.1% 5,336 $3.1M
Rede Wealth, LLC 1.17% Reduce -0.1% 5,332 $3.1M
Stevard, LLC 12.43% Reduce -46.2% 5,324 $3.1M
East Coast Asset Management, LLC. 1.01% No change 5,319 $3.1M
Middleton & Co. Inc. 0.34% Reduce -3.2% 5,316 $3.1M
Redmont Wealth Advisors LLC 4.75% Reduce -12.8% 5,308 $3.0M
Geometric Wealth Advisors 0.56% Reduce -1.3% 5,296 $3.0M
Verum Partners LLC 0.89% Reduce -2.1% 5,293 $3.0M
Executive Wealth Management, LLC 0.24% Reduce -1.5% 5,292 $3.0M
Essex Bank 0.76% Reduce -0.6% 5,287 $3.0M
TruNorth Capital Management, LLC 0.90% Add +22.0% 5,285 $3.0M
Checchi Capital Advisers, LLC 0.23% Add +46.1% 5,282 $3.0M
Next Capital Management LLC 1.24% Add +4.8% 5,273 $3.0M
Ironwood Financial, llc 0.64% Add +6.0% 5,272 $3.0M
Flaharty Asset Management, LLC 0.43% Reduce -6.9% 5,270 $3.0M
Bank Ozk 1.25% Reduce -0.5% 5,265 $3.0M
Harbour Capital Advisors, LLC 0.70% Reduce -8.6% 5,225 $3.0M
Merriman Wealth Management, LLC 0.12% Add +0.6% 5,245 $3.0M
Strait & Sound Wealth Management LLC 1.46% Reduce -9.0% 5,245 $3.0M
Holderness Investments Co. 0.66% Reduce -3.5% 5,243 $3.0M
Paladin Advisory Group, LLC 2.22% Reduce -0.1% 5,239 $3.0M
Williams & Novak, LLC 2.80% Reduce -1.0% 5,231 $3.0M
Douglass Winthrop Advisors, LLC 0.06% Add +7.9% 5,222 $3.0M
Leeward Financial Partners, LLC 1.13% No change 5,214 $3.0M
Summit Financial Strategies, Inc. 0.34% Add +0.1% 5,209 $3.0M
Patton Albertson Miller Group, LLC 0.41% Reduce -0.2% 5,207 $3.0M
McDaniel Terry & Co. 0.25% Add +36.4% 5,203 $3.0M
Parsons Capital Management Inc. 0.19% Add +0.3% 5,191 $3.0M
Peterson Wealth Services 0.95% Add +0.0% 5,190 $3.0M
Sather Financial Group Inc 0.19% Reduce -24.7% 5,190 $3.0M
GW&K Investment Management, LLC 0.03% Add +4.7% 5,189 $3.0M
Visionary Wealth Advisors 0.18% Reduce -9.7% 5,189 $3.0M
Cottage Street Advisors LLC 1.62% Reduce -1.0% 5,186 $3.0M
Summit Financial Wealth Advisors, LLC 0.56% Add +2.2% 5,183 $3.0M
Prelude Capital Management, LLC 0.23% Add +26.7% 5,179 $3.0M
Sittner & Nelson, LLC 1.33% Reduce -0.4% 5,168 $3.0M
Watershed Private Wealth LLC 1.18% No change 5,168 $3.0M
Advanced Asset Management Advisors Inc 0.79% No change 5,447 $3.0M
Mitchell Sinkler & Starr 0.74% Add +17.0% 6,780 $3.0M
Compass Wealth Management LLC 0.69% Reduce -1.0% 5,131 $2.9M
Noesis Capital Mangement Corp. 0.58% Add +0.5% 5,127 $2.9M
Aviance Capital Partners, LLC 0.39% Reduce -4.5% 5,122 $2.9M
KFA Private Wealth Group, LLC 1.40% Reduce -0.9% 5,122 $2.9M
Summit Place Financial Advisors, LLC 1.64% No change 5,116 $2.9M
Trust Point Inc. 0.22% Add +6.3% 5,111 $2.9M
Pitti Group Wealth Management, LLC 3.19% No change 6,164 $2.9M
Asset Management Group, Inc. 0.41% Add +2.7% 5,101 $2.9M
SOA Wealth Advisors, LLC. 0.56% Reduce -0.8% 5,101 $2.9M
Shared Vision Wealth Group LLC 1.56% No change 5,078 $2.9M
Verus Financial Partners, Inc. 0.32% Add +0.0% 5,108 $2.9M
Redwood Investment Management, LLC 0.26% Add +54.3% 5,061 $2.9M
Rovin Capital /Ut/ 1.07% Reduce -1.4% 5,057 $2.9M
Center for Financial Planning, Inc. 0.39% Reduce -19.0% 5,053 $2.9M
Erickson Financial Group, LLC 2.08% Add +1.2% 5,050 $2.9M
First Commonwealth Financial Corp 0.69% Reduce -0.1% 5,050 $2.9M
Eagle Asset Management Inc. 0.01% Add +502.1% 4,835 $2.9M
Wealthquest Corp 0.25% Add +1.0% 5,081 $2.9M
Wealth Management Partners, LLC 1.34% Reduce -8.5% 5,023 $2.9M
Secure Asset Management, LLC 0.49% Add +7.9% 5,022 $2.9M
XML Financial, LLC 0.27% Add +1.3% 5,018 $2.9M
Keebeck Wealth Management 0.42% Reduce -1.7% 4,995 $2.9M
Intelligence Driven Advisers, LLC 0.41% Reduce -1.5% 5,010 $2.9M
Sentry Investment Management LLC 1.21% Reduce -6.2% 5,007 $2.9M
Nottingham Advisors, Inc. 0.32% Add +16.9% 5,006 $2.9M
Optivise Advisory Services LLC 1.51% Reduce -40.8% 5,002 $2.9M
Point72 Asset Management 0.01% Reduce -66.7% 5,000 $2.9M
Asset Allocation & Management Company, LLC 1.80% No change 4,979 $2.9M
Evensky & Katz LLC 0.19% Reduce -1.2% 4,976 $2.9M
Cape Investment Advisory, Inc. 1.15% Add +5.4% 4,947 $2.8M
BHK Investment Advisors, LLC 1.06% Add +0.2% 4,939 $2.8M
Mathes Company, Inc. 1.01% No change 4,930 $2.8M
McAlister, Sweet & Associates, Inc. 2.34% Reduce -41.6% 4,930 $2.8M
Beaumont Financial Advisors, LLC 0.22% Add +10.6% 4,928 $2.8M
Waterway Wealth Management, LLC 1.21% Add +0.3% 4,920 $2.8M
InTrack Investment Management Inc 2.00% Reduce -5.5% 4,920 $2.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.43% Add +0.7% 4,920 $2.8M
Strategic Advisors LLC 0.53% Reduce -17.1% 4,911 $2.8M
Pavion Blue Capital, LLC 1.31% Reduce -0.9% 4,905 $2.8M
Brandywine Oak Private Wealth LLC 0.27% Add +6.8% 4,897 $2.8M
PBMares Wealth Management LLC 0.59% Reduce -7.4% 4,883 $2.8M
Elite Wealth Management, Inc. 0.64% Reduce -29.1% 4,874 $2.8M
Prosperity Planning, Inc. 1.24% Reduce -4.0% 4,867 $2.8M
Koss-Olinger Consulting, LLC 0.24% Add +0.8% 4,866 $2.8M
Private Wealth Group, LLC 1.39% No change 4,852 $2.8M
Zevenbergen Capital Investments LLC 0.06% Reduce -4.9% 4,844 $2.8M
Longview Financial Advisors, Inc. 2.03% Add +0.2% 4,825 $2.8M
Tudor Financial Inc. 1.70% — 4,824 $2.8M
Patriot Financial Group Insurance Agency, LLC 0.37% Add +4.0% 4,816 $2.8M
Searle & Co. 0.69% Reduce -2.7% 4,806 $2.8M
LMCG Investments, LLC 0.17% Reduce -69.1% 4,799 $2.8M
Noked Israel Ltd 0.60% No change 4,794 $2.8M
Financial Synergies Wealth Advisors, Inc. 0.34% Reduce -6.5% 4,787 $2.7M
TBH Global Asset Management, LLC 0.60% Add +2.7% 4,782 $2.7M
Tidemark, LLC 1.12% Reduce -4.0% 4,768 $2.7M
Asset Allocation Strategies LLC 0.78% Reduce -34.5% 4,764 $2.7M
Trilogy Capital Inc. 0.14% Reduce -87.5% 4,760 $2.7M
Staley Capital Advisers Inc. 0.12% Add +14.4% 4,753 $2.7M
Giverny Capital 0.10% No change 4,752 $2.7M
Encompass More Asset Management 1.04% New 4,745 $2.7M
Madrona Financial Services, LLC 0.76% Reduce -0.9% 4,743 $2.7M
Clarity Capital Advisors, LLC 1.95% Reduce -0.0% 4,739 $2.7M
Cadinha & Co. LLC 0.46% Reduce -0.7% 4,726 $2.7M
EdgeRock Capital LLC 1.90% Add +0.0% 4,721 $2.7M
Beaird Harris Wealth Management, LLC 0.24% Reduce -10.7% 4,718 $2.7M
AlphaQ Advisors LLC 7.55% Reduce -2.1% 4,708 $2.7M
Bangor Savings Bank 0.25% Reduce -7.7% 4,697 $2.7M
Bantamac Capital, LLC 1.30% No change 4,694 $2.7M
TNF LLC 0.97% Reduce -0.0% 4,633 $2.7M
Olistico Wealth, LLC 1.64% Reduce -7.7% 4,671 $2.7M
Cahaba Wealth Management, Inc. 0.22% Add +1.0% 4,661 $2.7M
Parkside Investments, LLC 0.40% Reduce -30.6% 4,659 $2.7M
SeaBridge Investment Advisors LLC 0.65% No change 4,655 $2.7M
Paces Ferry Wealth Advisors, LLC 1.53% Add +2.8% 4,646 $2.7M
Mirador Capital Partners LP 0.48% Add +617.8% 4,644 $2.7M
Marshall & Sullivan Inc. 1.27% No change 4,619 $2.7M
River Street Advisors LLC 1.45% Add +0.5% 4,616 $2.6M
Tradition Wealth Management, LLC 0.24% Reduce -3.1% 4,614 $2.6M
Bull Street Advisors, LLC 1.23% No change 4,607 $2.6M
Bridges Investment Management Inc. 0.04% Reduce -4.6% 4,603 $2.6M
Cooper/Haims Advisors, LLC 1.45% Add +0.0% 4,595 $2.6M
Builder Investment Group Inc. 0.71% Reduce -0.7% 4,589 $2.6M
Newman Dignan & Sheerar, Inc. 0.63% Add +0.1% 4,533 $2.6M
Affinity Capital Advisors, LLC 0.51% Reduce -0.6% 4,588 $2.6M
Bennett Selby Investments LP 1.11% Reduce -0.1% 4,587 $2.6M
Nemes Rush Group LLC 0.38% Reduce -2.3% 5,018 $2.6M
Stokes Family Office, LLC 0.29% Add +7.0% 4,573 $2.6M
Blueprint Investment Partners LLC 0.47% Reduce -2.0% 4,557 $2.6M
Patriot Investment Management Group, Inc. 0.19% Reduce -7.2% 4,543 $2.6M
Yardley Wealth Management LLC 1.55% — 4,541 $2.6M
Clayton Financial Group LLC 0.97% Add +1.9% 4,529 $2.6M
Selway Asset Management 1.01% No change 4,522 $2.6M
Cutter & CO Brokerage, Inc. 0.59% Add +0.0% 4,521 $2.6M
Insight Wealth Strategies, LLC 0.34% Add +2.6% 4,520 $2.6M
MPS Loria Financial Planners, LLC 0.77% Add +1.3% 4,501 $2.6M
Augustine Asset Management Inc. 0.90% Reduce -6.7% 4,500 $2.6M
Sound Income Strategies, LLC 0.17% Reduce -4.4% 4,490 $2.6M
Nicholas Wealth, LLC. 1.61% Reduce -9.8% 4,482 $2.6M
Ironwood Wealth Management, LLC. 0.77% Reduce -3.4% 4,480 $2.6M
Fiduciary Financial Group, LLC 0.59% Reduce -0.6% 4,478 $2.6M
Stone Summit Wealth LLC 0.83% Add +8.7% 4,472 $2.6M
Cooksen Wealth, LLC 2.39% Add +0.2% 4,455 $2.6M
ProVise Management Group, LLC 0.20% Reduce -1.4% 4,448 $2.6M
TPG Advisors LLC 1.99% Add +0.1% 4,447 $2.6M
Red Lighthouse Investment Management, LLC 1.00% Reduce -1.4% 4,442 $2.5M
James Investment Research, Inc. 0.29% Add +0.6% 4,440 $2.5M
NFSG Corp 0.89% Add +8.2% 4,429 $2.5M
Chilton Investment Co. Inc. 0.07% Add +66.6% 4,422 $2.5M
Bulltick Wealth Management, LLC 0.63% Reduce -67.7% 4,405 $2.5M
Northwest Capital Management Inc 0.91% Reduce -0.1% 4,413 $2.5M
Curran Financial Partners, LLC 0.72% Add +4.2% 4,411 $2.5M
Tufton Capital Management 0.47% Add +7.6% 4,405 $2.5M
Maxwell Wealth Strategies Inc. 1.07% Reduce -2.3% 4,382 $2.5M
Main Street Group, LTD 1.12% Reduce -1.3% 4,393 $2.5M
Eagle Wealth Strategies LLC 1.83% No change 4,384 $2.5M
Rice Partnership, LLC 0.51% Reduce -4.0% 4,380 $2.5M
Schneider Downs Wealth Management Advisors, LP 0.51% Reduce -3.7% 4,379 $2.5M
Stonehage Fleming Financial Services Holdings Ltd 0.07% Reduce -0.6% 4,366 $2.5M
Eagle Rock Investment Company, LLC 0.42% Add +4.8% 4,365 $2.5M
Quantum Private Wealth, LLC 0.85% No change 4,364 $2.5M
Annis Gardner Whiting Capital Advisors, LLC 0.70% Reduce -0.9% 4,347 $2.5M
Maple Capital Management, Inc. 0.19% Reduce -2.1% 4,359 $2.5M
Forthright Family Wealth Advisory LLC 1.60% Add +12.3% 4,104 $2.5M
Aull & Monroe Investment Management Corp 1.16% Reduce -2.1% 4,344 $2.5M
Morton Capital Management LLC 0.49% Reduce -0.6% 4,334 $2.5M
SP Asset Management LLC 0.21% Add +2.0% 4,330 $2.5M
Signet Financial Management, LLC 0.31% Reduce -2.1% 4,305 $2.5M
Summit Global Investments 0.16% Add +9.0% 4,304 $2.5M
Hall Laurie J Trustee 0.78% Add +0.2% 4,295 $2.5M
Pin Oak Investment Advisors Inc. 2.24% Reduce -0.5% 4,293 $2.5M
Sawgrass Asset Management LLC 0.26% Reduce -0.2% 4,276 $2.5M
Woodline Partners LP 0.02% New 4,262 $2.4M
Chesapeake Asset Management LLC 2.12% Reduce -1.4% 4,246 $2.4M
Eldridge Investment Advisors, Inc. 0.57% Reduce -3.7% 4,255 $2.4M
Equita Financial Network, Inc. 0.89% Add +35.5% 4,251 $2.4M
Lake Street Private Wealth, LLC 0.39% Reduce -80.8% 4,246 $2.4M
Acorn Financial Advisory Services Inc. 0.43% Reduce -11.3% 4,237 $2.4M
Consolidated Portfolio Review Corp 0.54% Add +2.3% 4,234 $2.4M
Facet Wealth, Inc. 0.07% Add +13.7% 4,254 $2.4M
Savvy Advisors, Inc. 0.49% Add +35.0% 4,231 $2.4M
City State Bank 0.88% Add +5.0% 4,212 $2.4M
OMNI 360 Wealth, Inc. 1.66% Add +4.7% 4,206 $2.4M
Greenfield Savings Bank 1.14% Add +9.0% 4,202 $2.4M
Synergy Asset Management, LLC 0.37% Add +5.2% 4,200 $2.4M
Means Investment Co., Inc. 0.27% Reduce -2.5% 4,194 $2.4M
Empowered Funds, LLC 0.04% Add +1.3% 4,190 $2.4M
Jackson Wealth Management, LLC 0.29% Add +91.6% 4,189 $2.4M
Red Door Wealth Management, LLC 0.40% Add +19.5% 4,178 $2.4M
Allred Capital Management, LLC 0.94% No change 4,164 $2.4M
Strata Wealth Advisors, LLC 0.77% Reduce -4.7% 4,164 $2.4M
Sterling Investment Counsel, LLC 0.85% No change 4,157 $2.4M
Team Hewins, LLC 0.91% Add +4.8% 4,142 $2.4M
Insight 2811, Inc. 1.19% Reduce -5.0% 4,149 $2.4M
Capstone Financial Advisors, Inc. 0.15% Add +6.5% 4,110 $2.4M
Community Financial Services Group, LLC 0.48% Reduce -14.0% 4,104 $2.4M
BNC Wealth Management, LLC 0.87% Reduce -34.0% 4,100 $2.4M
Wedgewood Investors Inc. 2.57% Reduce -0.8% 4,100 $2.4M
Olde Wealth Management, LLC 0.84% Reduce -1.8% 4,094 $2.3M
General Partner, Inc. 1.46% No change 4,088 $2.3M
Kornitzer Capital Management Inc. 0.04% Reduce -0.5% 4,085 $2.3M
GAMMA Investing LLC 0.23% Add +33.1% 4,079 $2.3M
Northstar Group, Inc. 0.43% No change 4,071 $2.3M
WNY Asset Management, LLC 0.27% Add +1.7% 4,068 $2.3M
American Capital Advisory, LLC 1.35% Add +2.4% 4,062 $2.3M
Grandfield & Dodd, LLC 0.14% Add +0.3% 4,055 $2.3M
American Trust 0.19% Reduce -8.1% 4,054 $2.3M
Davidson Trust Co. 1.19% No change 4,049 $2.3M
Hilltop National Bank 0.70% No change 4,036 $2.3M
Integral Investment Advisors, Inc. 0.63% Add +4.7% 4,029 $2.3M
Baron Silver Stevens Financial Advisors, LLC 0.40% Reduce -3.1% 4,010 $2.3M
Delta Asset Management LLC 0.20% Add +1.2% 4,006 $2.3M
BCR Wealth Strategies, LLC 1.08% Reduce -1.1% 4,006 $2.3M
White Lighthouse Investment Management Inc. 0.41% Reduce -2.3% 3,983 $2.3M
Savior LLC 12.63% Reduce -6.8% 3,978 $2.3M
Roberts Wealth Advisors, LLC 0.74% Reduce -3.0% 3,978 $2.3M
Ingalls & Snyder LLC 0.09% Add +7.0% 3,972 $2.3M
Altfest L J & Co. Inc. 0.30% Add +0.6% 3,955 $2.3M
Stonegate Investment Group, LLC 0.06% Reduce -0.5% 3,954 $2.3M
Allegiance Financial Group Advisory Services LLC 0.79% Add +0.1% 3,940 $2.3M
Peoples Bank 1.52% Reduce -0.1% 3,936 $2.3M
Interchange Capital Partners, LLC 0.80% Reduce -32.6% 3,926 $2.3M
Astoria Portfolio Advisors LLC. 0.77% Reduce -0.4% 3,880 $2.2M
Lokken Investment Group LLC 0.94% Reduce -3.6% 3,919 $2.2M
Sculati Wealth Management, LLC 0.90% No change 3,916 $2.2M
JSF Financial, LLC 0.66% Add +1.6% 3,915 $2.2M
Black Diamond Financial, LLC 0.38% Reduce -2.2% 3,894 $2.2M
Denver Wealth Management, Inc. 1.03% No change 3,887 $2.2M
Moss Adams Wealth Advisors LLC 0.24% Add +0.2% 3,872 $2.2M
Archford Capital Strategies, LLC 0.34% Add +0.0% 3,813 $2.2M
Cambridge Advisors Inc. 0.49% Reduce -5.3% 3,873 $2.2M
Sierra Summit Advisors LLC 0.51% Add +2.7% 3,866 $2.2M
CCG Wealth Management, LLC 1.24% Reduce -0.4% 3,860 $2.2M
SGL Investment Advisors, Inc. 1.15% — 3,708 $2.2M
BCS Wealth Management 0.93% Add +1.1% 3,827 $2.2M
Droms Strauss Advisors Inc. /Mo/ 0.78% Reduce -0.5% 3,826 $2.2M
Affinity Wealth Management LLC 0.39% No change 3,825 $2.2M
Silvia McColl Wealth Management, LLC 1.64% Add +1.1% 3,825 $2.2M
Safeguard Financial, LLC 0.52% Add +4.5% 3,812 $2.2M
Bank of Nova Scotia Trust Co. 0.22% Add +0.4% 3,810 $2.2M
Barr E S & Co. 0.14% Reduce -3.2% 3,803 $2.2M
Trail Ridge Investment Advisors, LLC 1.04% Reduce -2.7% 3,774 $2.2M
Lazari Capital Management, Inc. 0.93% Reduce -6.5% 3,789 $2.2M
FMB Wealth Management 1.22% No change 3,775 $2.2M
Canal Capital Management, LLC 0.34% Reduce -0.6% 3,759 $2.2M
Asset Advisors Investment Management, LLC 0.22% Reduce -33.6% 3,758 $2.2M
Sheets Smith Wealth Management 0.26% Reduce -9.3% 3,757 $2.2M
Arista Wealth Management, LLC 0.52% Reduce -5.7% 3,756 $2.2M
Modus Advisors, LLC 0.71% Add +2.4% 3,755 $2.2M
Falcon Wealth Planning 0.25% Reduce -1.1% 3,754 $2.2M
Red Wave Investments LLC 0.75% Add +2.7% 3,743 $2.1M
Bill Few Associates, Inc. 0.76% Add +20.7% 3,737 $2.1M
Oxbow Advisors, LLC 0.22% Reduce -4.8% 3,737 $2.1M
Hutchinson Capital Management 0.41% Add +12.4% 3,737 $2.1M
Richardson Financial Services Inc. 1.36% Add +30.9% 3,874 $2.1M
Wagner Wealth Management, LLC 0.58% Reduce -0.4% 3,721 $2.1M
Lantern Wealth Advisors, LLC 1.48% Add +9.7% 3,720 $2.1M
McBroom & Associates, LLC 1.30% Reduce -0.2% 3,711 $2.1M
Selective Wealth Management, Inc. 0.88% Reduce -1.4% 3,714 $2.1M
American Planning Services, Inc. 1.68% Reduce -0.3% 3,707 $2.1M
Disciplined Investments, LLC 1.05% Reduce -1.1% 3,705 $2.1M
United Advisor Group, LLC 0.48% Add +17.6% 3,705 $2.1M
CFO4Life Group, LLC 0.38% Add +0.0% 3,697 $2.1M
Logan Capital Management Inc. 0.09% Add +1.3% 3,693 $2.1M
ICW Investment Advisors LLC 0.88% Add +0.3% 3,688 $2.1M
VeraBank, N.A. 0.62% Reduce -16.0% 3,682 $2.1M
McKinley Carter Wealth Services, Inc. 0.13% Add +8.5% 3,676 $2.1M
Ransom Advisory, Ltd 0.98% Reduce -0.1% 3,664 $2.1M
Leith Wheeler Investment Counsel Ltd. 0.15% Reduce -0.1% 3,657 $2.1M
Congress Asset Management Co. 0.01% Add +12.8% 3,655 $2.1M
Legacy Private Trust Co. 0.14% Add +1.7% 3,651 $2.1M
Melfa Wealth Management, Inc. 1.38% Reduce -1.3% 3,650 $2.1M
Ulland Investment Advisors, LLC 1.56% Add +28.4% 3,648 $2.1M
Blue Chip Partners, LLC 0.18% Reduce -2.3% 3,639 $2.1M
Stoneridge Investment Partners LLC 0.78% Reduce -5.5% 3,634 $2.1M
Renaissance Investment Group LLC 0.43% Reduce -0.4% 3,631 $2.1M
Confluence Wealth Services, Inc. 0.15% Reduce -30.5% 3,625 $2.1M
Smith Salley Wealth Management 0.14% Add +7.0% 3,613 $2.1M
Wellington Shields & Co., LLC 0.63% Add +11.4% 3,603 $2.1M
Uptick Partners, LLC 0.87% Add +2.6% 3,602 $2.1M
Sentry LLC 0.40% No change 3,594 $2.1M
J.P. Marvel Investment Advisors, LLC 0.34% No change 3,593 $2.1M
Graybill Wealth Management, LTD. 0.76% Reduce -2.8% 3,590 $2.1M
LMR Partners LLP 0.06% New 3,589 $2.1M
McCarthy & Cox 0.79% Add +2.3% 3,584 $2.1M
Marshall Financial Group, LLC 0.49% Add +1.4% 3,581 $2.1M
ARS Wealth Advisors Group, LLC 0.25% Reduce -2.3% 3,580 $2.1M
Oberweis Asset Management Inc./ 0.11% Reduce -0.2% 3,579 $2.1M
Valley National Advisers Inc. 0.37% Add +4.1% 3,579 $2.1M
Mogy Joel R Investment Counsel Inc. 0.13% No change 3,575 $2.1M
Traphagen Investment Advisors LLC 0.21% Reduce -16.9% 3,571 $2.0M
Permanens Capital L.P. 0.41% Add +1.0% 3,548 $2.0M
Arbor Wealth Advisors LLC 1.84% No change 3,558 $2.0M
Invesco Ltd. 0.00% Reduce -25.0% 3,549 $2.0M
Capital Research Global Investors 0.00% Reduce -11.8% 3,550 $2.0M
LVW Advisors, LLC 0.26% Add +18.0% 3,534 $2.0M
LGT Financial Advisors LLC 5.00% Reduce -5.5% 3,533 $2.0M
Sensible Money, LLC 0.89% Add +48.2% 3,533 $2.0M
Ardmore Road Asset Management LP 0.26% New 3,528 $2.0M
Elevation Point Wealth Partners, LLC 0.19% Reduce -14.9% 3,528 $2.0M
Whalerock Point Partners, LLC 0.50% Add +0.1% 3,524 $2.0M
Johnson Financial Group, LLC 0.24% Add +555.4% 3,513 $2.0M
Leslie Global Wealth, LLC 0.98% Add +82.5% 3,505 $2.0M
Manchester Financial Inc. 0.44% Add +0.6% 3,504 $2.0M
GW Henssler & Associates Ltd. 0.11% Reduce -2.6% 3,485 $2.0M
Agate Pass Investment Management, LLC 1.00% Reduce -12.9% 3,484 $2.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.49% Reduce -7.9% 3,483 $2.0M
Maia Wealth LLC 0.49% Add +2.6% 3,449 $2.0M
NorthStar Asset Management LLC 1.33% Add +5.5% 3,482 $2.0M
Mainstream Capital Management LLC 1.69% — 3,471 $2.0M
Headinvest, LLC 0.37% Reduce -4.9% 3,468 $2.0M
SignalPoint Asset Management, LLC 0.46% Add +0.3% 3,480 $2.0M
Country Trust Bank 0.05% Reduce -1.8% 3,455 $2.0M
Sensible Financial Planning & Management, LLC. 0.39% New 3,453 $2.0M
SK Wealth Management, LLC 1.01% — 3,327 $2.0M
Ascent Group, LLC 0.15% Add +4.5% 3,446 $2.0M
MontVue Capital Management, Inc. 1.52% Reduce -7.9% 3,446 $2.0M
Independent Advisor Alliance 0.07% Reduce -64.6% 3,443 $2.0M
Nomura Asset Management Co. Ltd. 0.01% No change 3,442 $2.0M
Robinson Value Management, Ltd. 1.28% Add +341.8% 3,433 $2.0M
WealthPLAN Partners, LLC 0.26% Reduce -2.7% 3,432 $2.0M
Lionsbridge Wealth Management LLC 1.56% Reduce -79.3% 3,431 $2.0M
Coyle Financial Counsel LLC 0.69% Reduce -17.6% 3,609 $2.0M
Private Capital Management LLC 0.35% Reduce -11.8% 3,421 $2.0M
Liberty Capital Management, Inc. 0.43% Reduce -2.3% 3,419 $2.0M
Apollon Financial, LLC 0.58% Add +599.4% 3,413 $2.0M
Cherry Tree Wealth Management, LLC 0.46% Reduce -2.5% 3,410 $2.0M
Bright Financial Advisors, Inc. 1.24% No change 3,408 $2.0M
360 Financial, Inc. 0.72% Add +0.3% 3,401 $2.0M
Lynx Investment Advisory 1.40% Reduce -4.3% 3,400 $2.0M
Clarkston Capital Partners, LLC 0.04% Reduce -24.3% 3,397 $1.9M
Sterling Investment Advisors, Ltd. 0.49% Reduce -2.0% 3,396 $1.9M
Brand Asset Management Group, Inc. 0.76% Reduce -21.4% 3,396 $1.9M
Wallace Advisory Group, LLC 1.43% No change 3,579 $1.9M
Arbor Investment Advisors, LLC 0.26% No change 3,395 $1.9M
Significant Wealth Partners LLC 1.01% Add +0.7% 3,392 $1.9M
RTD Financial Advisors, Inc. 0.25% Reduce -4.5% 3,388 $1.9M
Summit Asset Management, LLC 0.22% Add +1.4% 3,387 $1.9M
Lakeridge Wealth Management LLC 1.06% Reduce -7.3% 3,368 $1.9M
Edgar Lomax Co. 0.12% No change 3,368 $1.9M
River Wealth Advisors LLC 0.26% Add +1.2% 3,362 $1.9M
Fiduciary Family Office, LLC 0.64% Reduce -4.3% 3,355 $1.9M
Garner Asset Management Corp 0.66% Add +0.2% 3,349 $1.9M
Farmers & Merchants Trust Co of Chambersburg PA 0.74% Add +0.1% 3,344 $1.9M
Auour Investments LLC 0.69% Add +0.6% 3,298 $1.9M
Campbell Wealth Management 0.17% Reduce -4.0% 3,341 $1.9M
Financial Security Advisor, Inc. 0.48% Add +2.0% 3,336 $1.9M
Naviter Wealth, LLC 0.27% Reduce -2.1% 3,325 $1.9M
Curbstone Financial Management Corp 0.41% Reduce -0.6% 3,327 $1.9M
Kohmann Bosshard Financial Services, LLC 0.24% Add +0.0% 3,324 $1.9M
Family Asset Management, LLC 1.15% No change 3,318 $1.9M
Tidal Investments LLC 0.02% Add +485.7% 3,315 $1.9M
Optimist Retirement Group LLC 0.86% Add +0.6% 3,304 $1.9M
Halter Ferguson Financial Inc. 1.07% No change 3,303 $1.9M
Claret Asset Management Corp 0.31% Reduce -0.6% 3,276 $1.9M
Wambolt & Associates, LLC 0.51% Add +3.7% 3,275 $1.9M
Geneva Partners, LLC 0.80% Add +3.2% 3,240 $1.9M
WealthPlan Investment Management, LLC 0.19% Add +9.0% 3,231 $1.9M
Centurion Wealth Management LLC 0.59% — 3,225 $1.9M
9258 Wealth Management, LLC 0.27% Reduce -2.8% 3,224 $1.9M
Widmann Financial Services, Inc. 1.40% Reduce -0.4% 3,221 $1.8M
HBW Advisory Services LLC 0.27% Add +9.0% 3,212 $1.8M
Randolph Co Inc 0.21% Reduce -0.4% 3,210 $1.8M
Meyer Handelman Co. 0.06% No change 3,210 $1.8M
WMG Financial Advisors, LLC 0.83% Add +1.8% 3,204 $1.8M
Index Fund Advisors, Inc. 0.10% Reduce -41.3% 3,204 $1.8M
FourThought Financial Partners, LLC 0.22% Reduce -0.5% 3,195 $1.8M
Shaker Investments LLC 0.76% Reduce -0.4% 3,191 $1.8M
Stonebridge Capital Advisors LLC 0.15% Add +36.6% 3,186 $1.8M
Costello Asset Management, INC 1.22% Add +4.1% 3,170 $1.8M
Powell Investment Advisors, LLC 0.85% Add +0.0% 3,159 $1.8M
Altus Wealth Management, LLC 0.85% Reduce -0.1% 3,167 $1.8M
Violich Capital Management, Inc. 0.24% Add +0.4% 3,153 $1.8M
WESCAP Management Group, Inc. 0.45% Add +0.9% 3,150 $1.8M
Hanson & Doremus Investment Management 0.29% No change 3,145 $1.8M
Fairview Capital Investment Management, LLC 0.10% Add +6.8% 3,140 $1.8M
BOK Financial Private Wealth, Inc. 0.13% Reduce -1.0% 3,111 $1.8M
First PREMIER Bank 0.45% Reduce -2.8% 3,119 $1.8M
Priebe Wealth Holdings LLC 1.30% Reduce -5.3% 3,115 $1.8M
Prairie Sky Financial Group LLC 1.01% Add +0.1% 3,110 $1.8M
Cranbrook Wealth Management, LLC 0.41% Add +0.9% 3,108 $1.8M
Cowa, LLC 0.85% Reduce -4.2% 3,098 $1.8M
Exchange Capital Management, Inc. 0.28% Reduce -4.0% 3,093 $1.8M
Northeast Financial Group, Inc. 0.68% Add +42.6% 3,084 $1.8M
CFS Investment Advisory Services, LLC 0.15% Reduce -0.3% 3,079 $1.8M
Peninsula Asset Management Inc. 0.89% Reduce -2.0% 3,065 $1.8M
CoreFirst Bank & Trust 1.01% No change 3,061 $1.8M
Clean Yield Group 0.56% No change 3,061 $1.8M
Vestor Capital, LLC 0.14% Reduce -8.5% 3,060 $1.8M
TrueWealth Financial Partners 1.06% Reduce -0.3% 3,059 $1.8M
Chickasaw Capital Management LLC 0.07% Add +2.5% 3,054 $1.8M
Rinkey Investments 0.57% Add +6.2% 3,053 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -2.4% 3,052 $1.8M
Ayrshire Capital Management LLC 0.83% No change 3,044 $1.7M
Sage Advisors, LLC 1.38% Reduce -14.3% 3,042 $1.7M
D.B. Root & Company, LLC 0.57% Add +28.1% 3,033 $1.7M
CNB Bank 0.80% Add +15.1% 3,031 $1.7M
Wealth Group Ltd 0.51% Reduce -1.1% 3,029 $1.7M
TFC Financial Management, Inc. 0.27% Add +0.1% 3,028 $1.7M
Congress Park Capital LLC 0.64% Reduce -2.4% 3,028 $1.7M
Meeder Advisory Services, Inc. 0.11% Reduce -3.1% 3,016 $1.7M
Everpar Advisors LLC 0.89% Reduce -11.3% 3,014 $1.7M
Convergence Financial, LLC 0.37% Add +52.5% 3,012 $1.7M
Meridian Financial Advisors, LLC 1.15% Add +0.0% 3,004 $1.7M
Bank of Marin 1.39% Reduce -1.9% 3,004 $1.7M
Mattern Capital Management, LLC 0.22% Add +1.7% 3,000 $1.7M
Sassicaia Capital Advisers LLC 4.99% Add +114.3% 3,000 $1.7M
Nordwand Advisors, LLC 0.46% No change 3,000 $1.7M
Strategies Wealth Advisors, LLC 0.23% Reduce -5.2% 2,996 $1.7M
Atlanta Consulting Group Advisors, LLC 0.43% Add +36.1% 2,995 $1.7M
Greystone Financial Group, LLC 0.31% Add +5.6% 2,993 $1.7M
Taylor Financial Group, Inc. 1.19% No change 2,992 $1.7M
Investment Advisory Services Inc. /TX 0.61% Reduce -0.1% 2,986 $1.7M
Oarsman Capital, Inc. 0.32% Add +16.3% 2,981 $1.7M
Gilliland Jeter Wealth Management LLC 0.55% Add +0.4% 2,981 $1.7M
Net Worth Advisory Group 0.50% — 2,966 $1.7M
Wolff Wiese Magana LLC 1.16% Add +39.4% 2,964 $1.7M
Alaethes Wealth, LLC 0.63% Add +29.1% 2,951 $1.7M
Beta Wealth Group, Inc. 0.77% Reduce -1.1% 2,959 $1.7M
Chemistry Wealth Management LLC 0.41% Add +9.8% 2,957 $1.7M
Exchange Bank 1.38% Reduce -0.3% 2,941 $1.7M
Cassady Schiller Wealth Management, LLC 0.62% Reduce -6.6% 2,932 $1.7M
Lumbard & Kellner, LLC 0.74% No change 2,932 $1.7M
CapWealth Advisors, LLC 0.18% Add +154.1% 2,925 $1.7M
Wellington Shields Capital Management, LLC 0.29% Add +11.9% 2,918 $1.7M
Ami Asset Management Corp. 0.09% New 2,917 $1.7M
Consilium Wealth Advisory, LLC 0.91% Reduce -12.3% 2,910 $1.7M
Empire Financial Management Company, LLC 0.51% Add +0.2% 2,910 $1.7M
Spring Capital Management, LLC 1.35% Reduce -15.0% 3,900 $1.7M
Navellier & Associates Inc. 0.23% Reduce -7.2% 2,897 $1.7M
Integrity Wealth Solutions LLC 0.97% Reduce -4.1% 2,884 $1.7M
MA Private Wealth 0.31% Reduce -2.6% 2,887 $1.7M
Frisch Financial Group, Inc. 0.50% Reduce -29.9% 2,878 $1.7M
Private Capital Advisors, Inc. 0.18% Add +1.8% 2,886 $1.7M
Mandatum Life Insurance Co Ltd 0.51% No change 2,885 $1.7M
Suncoast Equity Management 0.19% Add +4.3% 2,884 $1.7M
Birch Hill Investment Advisors LLC 0.08% Add +0.1% 2,884 $1.7M
Chartwell Investment Partners, LLC 0.06% Reduce -4.0% 2,882 $1.7M
Newton One Investments LLC 0.66% Add +100.9% 2,881 $1.7M
White Knight Strategic Wealth Advisors, LLC 1.50% Reduce -7.6% 2,880 $1.7M
Register Financial Advisors LLC 0.85% Add +0.0% 2,873 $1.6M
BlackDiamond Wealth Management, LLC 1.00% Reduce -0.9% 2,760 $1.6M
Citizens & Northern Corp. 0.49% Reduce -0.6% 2,871 $1.6M
Caxton Corp. 6.81% Add +53.4% 2,867 $1.6M
GQG Partners LLC 0.00% Add +97.6% 2,861 $1.6M
Summit X, LLC 0.40% Reduce -25.0% 3,008 $1.6M
High Probability Advisors, LLC 0.28% Reduce -3.2% 2,851 $1.6M
Cannon Financial Strategists, Inc. 0.29% Add +4.1% 2,847 $1.6M
LaFleur & Godfrey LLC 0.22% Reduce -1.1% 2,837 $1.6M
Westbourne Investment Advisors, Inc. 0.57% Add +0.6% 2,832 $1.6M
Culbertson A N & Co. Inc. 0.26% Reduce -0.7% 2,826 $1.6M
Triton Wealth Management, PLLC 0.92% Add +8.0% 2,849 $1.6M
Summit Investment Advisory Services, LLC 0.86% Add +460.1% 2,823 $1.6M
ERn Financial, LLC 0.25% Add +48.1% 2,822 $1.6M
Wallace Capital Management Inc. 0.22% Add +5.8% 2,818 $1.6M
Prosperity Financial Group, Inc. 0.91% Reduce -6.0% 2,811 $1.6M
Bristol Gate Capital Partners Inc. 0.07% Add +42.9% 2,806 $1.6M
Philadelphia Trust Co. 0.12% Add +0.5% 2,796 $1.6M
Core Wealth Advisors, Inc. 0.51% No change 2,794 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.49% Reduce -1.2% 2,794 $1.6M
Front Street Capital Management, Inc. 0.26% Reduce -3.9% 2,791 $1.6M
Fermata Advisors, LLC 0.32% Reduce -2.6% 2,783 $1.6M
MSH Capital Advisors LLC 0.49% Reduce -8.3% 2,781 $1.6M
Old Port Advisors 0.44% Reduce -2.6% 2,768 $1.6M
Sutton Place Investors LLC 0.97% No change 2,768 $1.6M
Occidental Asset Management, LLC 0.26% Add +5.6% 2,766 $1.6M
Goodman Financial Corp 0.35% Reduce -0.2% 2,765 $1.6M
Front Row Advisors LLC 0.57% Reduce -5.3% 2,754 $1.6M
Caitlin John, LLC 1.02% Add +1.1% 2,645 $1.6M
Capital Investment Counsel, LLC 0.27% No change 2,751 $1.6M
Fulton Bank, N.A. 0.06% Reduce -12.6% 2,751 $1.6M
Beaton Management Co. Inc. 0.80% Add +6.2% 2,749 $1.6M
Lantz Financial LLC 0.43% Add +0.4% 2,747 $1.6M
Clearwater Capital Advisors, LLC 0.15% Reduce -6.9% 2,747 $1.6M
Mosley Wealth Management 1.08% Add +57.6% 2,700 $1.6M
Bourgeon Capital Management LLC 0.30% Add +0.7% 2,745 $1.6M
Valtinson Bruner Financial Planning LLC 0.55% Reduce -0.2% 2,743 $1.6M
JGP Wealth Management, LLC 0.20% Add +213.4% 2,742 $1.6M
Fortem Financial Group, LLC 0.64% Add +2.0% 2,740 $1.6M
Forte Capital LLC 0.18% Reduce -5.4% 2,739 $1.6M
Parkside Advisors LLC 0.37% Reduce -5.1% 2,723 $1.6M
Capital Planning Advisors, LLC 0.24% No change 2,727 $1.6M
Parker Financial LLC 0.78% Reduce -32.3% 2,718 $1.6M
Sterling Financial Planning, Inc. 0.57% Reduce -0.3% 2,712 $1.6M
Triangle Securities Wealth Management 0.40% Add +4.3% 2,706 $1.6M
Guardian Asset Advisors, LLC 1.05% Reduce -43.9% 2,701 $1.6M
Wintrust Investments LLC 1.15% Reduce -88.8% 2,696 $1.5M
Cape Ann Savings Bank 0.90% Add +28.0% 2,694 $1.5M
Riverstone Advisors, LLC 0.90% No change 2,689 $1.5M
Planning Capital Management Corp 1.02% Add +38.8% 2,673 $1.5M
Financial Council, LLC 0.80% No change 2,672 $1.5M
Aire Advisors, LLC 0.34% Add +0.9% 2,671 $1.5M
Steigerwald, Gordon & Koch Inc. 0.17% Add +1.4% 2,666 $1.5M
American Capital Management Inc. 0.05% No change 2,666 $1.5M
Proathlete Wealth Management LLC 0.63% Add +0.3% 2,660 $1.5M
Colonial Trust Advisors 0.13% Add +60.2% 2,660 $1.5M
First Personal Financial Services 0.32% No change 2,653 $1.5M
Independent Wealth Network Inc. 0.67% Reduce -29.9% 2,653 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.72% Add +7.7% 2,648 $1.5M
SS&H Financial Advisors, Inc. 0.55% Add +0.3% 2,648 $1.5M
Resources Management Corp. /CT/ 0.20% Reduce -0.1% 2,642 $1.5M
Vaughan David Investments LLC 0.03% Reduce -13.7% 2,640 $1.5M
Lee Danner & Bass Inc. 0.11% Reduce -1.6% 2,638 $1.5M
Hudson Value Partners, LLC 0.59% Add +13.6% 2,630 $1.5M
Cambridge Capital Management, LLC 0.99% Reduce -1.4% 2,630 $1.5M
DGS Capital Management, LLC 0.41% Reduce -5.7% 2,626 $1.5M
Darden Wealth Group Inc 1.08% Add +1.0% 2,622 $1.5M
49 Wealth Management, LLC 0.24% Add +5.9% 2,622 $1.5M
Cordgrass Capital Advisors, LLC 0.44% No change 2,620 $1.5M
Monterey Private Wealth, Inc. 0.51% Add +2.5% 2,619 $1.5M
Spinnaker Investment Group, LLC 0.37% Add +60.7% 2,616 $1.5M
Long Road Investment Counsel, LLC 0.60% No change 2,614 $1.5M
Grant/GrossMendelsohn, LLC 0.65% Add +2.7% 2,614 $1.5M
Old Mission Investment Co LLC 0.46% Reduce -0.1% 2,610 $1.5M
Retirement Investment Advisors, Inc. 0.16% Add +31.4% 2,605 $1.5M
Sunpointe, LLC 1.23% Add +49.9% 2,595 $1.5M
Retirement Guys Formula LLC 0.69% Reduce -5.8% 2,602 $1.5M
Elevatus Welath Management 0.49% Add +52.0% 2,599 $1.5M
Wexford Capital LP 0.36% No change 2,596 $1.5M
Heritage Financial Services, LLC 0.20% Reduce -3.2% 2,595 $1.5M
RiverGlades Family Offices LLC 1.06% Add +0.7% 2,589 $1.5M
Cambridge Financial Group, LLC 0.62% Reduce -7.2% 2,584 $1.5M
CORDA Investment Management, LLC. 0.12% Reduce -15.8% 2,583 $1.5M
O'ROURKE & COMPANY, Inc 0.74% Reduce -0.7% 2,580 $1.5M
JT Stratford LLC 0.25% Reduce -2.8% 2,569 $1.5M
Glassy Mountain Advisors, Inc. 0.52% New 2,569 $1.5M
Spectrum Asset Management, Inc. (NB/CA) 0.62% Reduce -3.0% 2,554 $1.5M
Professional Advisory Services Inc. 0.18% Reduce -6.6% 2,562 $1.5M
Southeast Asset Advisors, LLC 0.16% Add +0.1% 2,560 $1.5M
JNBA Financial Advisors 0.15% Add +2.4% 2,559 $1.5M
Clarity Capital Partners LLC 0.86% Reduce -2.7% 2,536 $1.5M
FSA Advisors, Inc. 1.45% Reduce -3.8% 2,590 $1.5M
Narus Financial Partners, LLC 0.52% Reduce -2.2% 2,533 $1.5M
Castle Wealth Management LLC 0.58% Add +0.3% 2,525 $1.5M
Martel Wealth Advisors LLC 0.30% Reduce -3.3% 2,529 $1.4M
Obsidian Cio, LLC 0.30% Reduce -37.5% 2,526 $1.4M
Gilman Hill Asset Management, LLC 0.24% Add +7.4% 2,524 $1.4M
WoodTrust Financial Corp 0.21% No change 2,516 $1.4M
EPG Wealth Management LLC 0.36% Add +0.0% 2,515 $1.4M
American Financial Advisors, LLC 0.20% Add +11.1% 2,512 $1.4M
Investment Advisory Group, LLC 0.50% Add +68.5% 2,512 $1.4M
Blodgett Wealth Advisors, LLC 1.21% No change 2,504 $1.4M
Primoris Wealth Advisors, LLC 1.04% No change 2,500 $1.4M
Garrison Point Advisors, LLC 0.89% Add +19.1% 2,500 $1.4M
Matthew Goff Investment Advisor, LLC 0.27% No change 2,495 $1.4M
Saxony Capital Management, LLC 1.31% Add +1.8% 2,494 $1.4M
Seeds Investor LLC 0.53% Add +74.1% 2,491 $1.4M
Able Wealth Management LLC 1.08% Add +2.4% 2,484 $1.4M
Delta Financial Group, Inc. 0.53% Reduce -9.2% 2,480 $1.4M
Tanglewood Wealth Management, Inc. 0.16% New 2,478 $1.4M
Werba Rubin Papier Wealth Management 0.33% Add +30.6% 2,477 $1.4M
Palo Alto Wealth Advisors, LLC 0.59% Reduce -0.1% 2,426 $1.4M
Bleichroeder LP 0.38% No change 2,470 $1.4M
LexAurum Advisors, LLC 0.31% Add +4.8% 2,460 $1.4M
SYM FINANCIAL Corp 0.19% Add +0.7% 2,458 $1.4M
Friedenthal Financial 0.83% Add +14.2% 2,457 $1.4M
Wealth Alliance Advisory Group, LLC 0.30% No change 2,455 $1.4M
Two Sigma Securities, LLC 0.11% Reduce -61.7% 2,447 $1.4M
Palouse Capital Management, Inc. 0.88% Reduce -4.5% 2,441 $1.4M
Monetary Management Group Inc. 0.36% No change 2,440 $1.4M
Upper Left Wealth Management, LLC 1.22% Reduce -2.5% 2,480 $1.4M
Yeomans Consulting Group, Inc. 0.52% Add +3.7% 2,433 $1.4M
Trillium Asset Management, LLC 0.03% Reduce -10.8% 2,419 $1.4M
Prostatis Group LLC 0.45% Reduce -91.8% 2,399 $1.4M
EagleClaw Capital Managment, LLC 0.23% No change 2,398 $1.4M
FSM Wealth Advisors, LLC 0.36% Add +1.7% 2,394 $1.4M
Welch Group, LLC 0.06% Add +5.0% 2,392 $1.4M
Formidable Asset Management, LLC 0.22% Reduce -18.9% 3,381 $1.4M
Dana Investment Advisors, Inc. 0.05% Reduce -3.9% 2,391 $1.4M
Founders Financial Securities LLC 0.13% Reduce -7.7% 2,385 $1.4M
Trinity Wealth Management, LLC 0.63% New 2,383 $1.4M
Richard W. Paul & Associates, LLC 0.49% Add +3.2% 2,379 $1.4M
Tranquility Partners, LLC 0.49% Reduce -1.8% 2,378 $1.4M
Tranquilli Financial Advisor LLC 0.86% Add +16.1% 2,378 $1.4M
First Trust Investment Solutions L.P. 0.15% Add +148.2% 2,373 $1.4M
Silverleafe Capital Partners, LLC 0.48% Add +0.2% 2,372 $1.4M
Dearborn Partners LLC 0.06% Reduce -0.6% 2,368 $1.4M
Realta Investment Advisors 0.62% Reduce -58.2% 2,323 $1.4M
Fingerlakes Wealth Management, Inc. 1.13% Add +0.3% 2,366 $1.4M
Weatherly Asset Management L. P. 0.12% Add +44.1% 2,359 $1.4M
Duncan Williams Asset Management, LLC 0.75% Add +17.5% 2,359 $1.4M
Bruce G. Allen Investments, LLC 1.05% Add +0.3% 2,354 $1.4M
Townsend Asset Management Corp. /NC/ 0.50% Reduce -1.8% 2,353 $1.3M
Quartz Partners, LLC 0.84% — 2,348 $1.3M
HF Advisory Group, LLC 0.62% Add +54.8% 2,333 $1.3M
Acorn Wealth Advisors, LLC 0.57% Reduce -6.6% 2,332 $1.3M
Moisand Fitzgerald Tamayo, LLC 0.18% Reduce -3.1% 2,329 $1.3M
Windward Capital Management Co. 0.10% New 2,328 $1.3M
Roberts Capital Advisors, LLC 1.14% Add +23.5% 2,327 $1.3M
Alpha Omega Wealth Management LLC 0.24% Reduce -0.4% 2,326 $1.3M
Austin Wealth Management, LLC 0.29% Reduce -5.8% 2,347 $1.3M
Midwest Financial Group LLC 0.78% Add +0.9% 2,321 $1.3M
Collaborative Wealth Managment Inc. 0.60% Reduce -2.7% 2,318 $1.3M
Blue Barn Wealth, LLC 0.68% Add +164.4% 2,316 $1.3M
Penbrook Management LLC 0.86% No change 2,315 $1.3M
Northwest Investment Counselors, LLC 0.30% Add +0.0% 2,314 $1.3M
Santori & Peters, Inc. 0.53% New 2,313 $1.3M
Ariadne Wealth Management, LP 0.72% Add +167.8% 2,220 $1.3M
ESL Trust Services, LLC 0.30% No change 2,302 $1.3M
NCP Inc. 0.75% Add +8.3% 2,301 $1.3M
Baker Boyer National Bank 0.44% No change 2,298 $1.3M
Davis Capital Management 1.04% Add +1.9% 2,292 $1.3M
Fourpath Capital Management, LLC 0.24% Add +23.8% 2,286 $1.3M
Bright Futures Wealth Management, LLC. 0.63% Add +77.4% 2,260 $1.3M
Janney Capital Management LLC 0.09% No change 2,283 $1.3M
Intellectus Partners, LLC 0.34% No change 2,274 $1.3M
Bell Investment Advisors, Inc 0.24% Reduce -0.0% 2,276 $1.3M
Missouri Trust & Investment Co 0.46% No change 2,274 $1.3M
Legacy Financial Advisors, Inc. 0.22% Add +71.5% 2,273 $1.3M
Parthenon LLC 0.16% No change 2,266 $1.3M
Criterion Capital Advisors, LLC 0.82% No change 2,388 $1.3M
Cypress Asset Management Inc. 0.32% Reduce -12.7% 2,263 $1.3M
Westfuller Advisors, LLC 0.93% — 2,253 $1.3M
Darrow Company, Inc. 0.75% Add +0.5% 2,259 $1.3M
Pekin Hardy Strauss, Inc. 0.17% Add +0.4% 2,256 $1.3M
Shelton Capital Management 0.03% No change 2,256 $1.3M
W.H. Cornerstone Investments Inc. 0.87% Reduce -22.1% 2,256 $1.3M
Atwood & Palmer Inc. 0.09% Reduce -0.6% 2,254 $1.3M
FinTrust Capital Advisors, LLC 0.22% Add +1.4% 2,252 $1.3M
Westwood Wealth Management 0.51% No change 2,251 $1.3M
DORCHESTER WEALTH MANAGEMENT Co 0.24% Add +0.7% 2,251 $1.3M
Consilio Wealth Advisors, LLC 0.53% Reduce -1.3% 2,250 $1.3M
Toth Financial Advisory Corp. 0.15% Reduce -2.5% 2,245 $1.3M
Kuhn & Co Investment Counsel 1.10% Reduce -0.9% 2,245 $1.3M
Francis Financial, Inc. 0.34% Add +0.2% 2,241 $1.3M
Von Berge Wealth Management Group, LLC 0.80% Reduce -1.1% 2,175 $1.3M
Excalibur Management Corp. 0.49% Reduce -1.4% 2,236 $1.3M
Awm Capital, LLC 0.15% Reduce -6.5% 2,227 $1.3M
Hillman Capital Management, Inc. 0.44% New 2,228 $1.3M
N.E.W. Advisory Services LLC 0.13% Add +3.7% 2,227 $1.3M
Estate Counselors, LLC 0.13% Reduce -82.5% 2,225 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.29% Reduce -0.6% 2,225 $1.3M
Armor Investment Advisors, LLC 0.53% Add +0.0% 2,224 $1.3M
Gallagher Fiduciary Advisors, LLC 0.26% Reduce -8.2% 2,221 $1.3M
Kavar Capital Partners Group, LLC 0.20% No change 2,213 $1.3M
Trevian Wealth Management LLC 1.04% Add +0.2% 2,212 $1.3M
PrairieView Partners, LLC 0.13% Reduce -0.6% 2,209 $1.3M
Fiduciary Group, LLC 0.13% Add +0.1% 2,207 $1.3M
West Michigan Advisors, LLC 0.38% Add +26.9% 2,200 $1.3M
Robinson Smith Wealth Advisors LLC 1.07% Add +2.4% 2,202 $1.3M
Sebold Capital Management, Inc. 0.83% Reduce -0.3% 2,201 $1.3M
Mayport, LLC 0.40% No change 2,195 $1.3M
Prospect Financial Services LLC 0.78% Add +115.4% 2,195 $1.3M
MBA Advisors LLC 0.60% Reduce -11.1% 2,192 $1.3M
Bordeaux Wealth Advisors LLC 0.23% Reduce -1.1% 2,190 $1.3M
Shapiro Capital Management LLC 0.04% Reduce -88.3% 2,180 $1.3M
Orcam Financial Group 1.21% Reduce -42.1% 2,178 $1.2M
Hiley Hunt Wealth Management 0.71% Reduce -2.1% 2,170 $1.2M
Hudson Portfolio Management LLC 1.22% — 2,166 $1.2M
Brooks, Moore & Associates, Inc. 0.73% No change 2,165 $1.2M
Ballast Advisors LLC 0.38% Reduce -4.3% 2,162 $1.2M
VAUGHAN & Co SECURITIES, INC. 0.73% Reduce -0.2% 2,160 $1.2M
Capital CS Group, LLC 1.49% Reduce -24.8% 2,159 $1.2M
Trust Co of Tennessee 0.41% No change 2,158 $1.2M
Rockline Wealth Management, LLC 0.35% Reduce -13.6% 2,141 $1.2M
Miramar Capital, LLC 0.29% Reduce -1.1% 2,141 $1.2M
Fortune Financial Advisors, LLC 1.11% Reduce -1.6% 2,135 $1.2M
Main Street Research LLC 0.08% Reduce -40.6% 2,125 $1.2M
Mountain Pacific Investment Advisers LLC 0.08% Add +3.8% 2,132 $1.2M
Park Edge Advisors, LLC 0.35% Add +7.6% 2,129 $1.2M
Capital Investment Counsel, Inc 0.18% Add +0.6% 2,127 $1.2M
Massachusetts Wealth Management 0.77% No change 2,125 $1.2M
WealthBridge Investment Counsel Inc. 0.43% No change 2,122 $1.2M
McGuire Investment Group, LLC 0.17% No change 2,121 $1.2M
Trinity Legacy Partners, LLC 0.31% Add +15.5% 2,082 $1.2M
Courage Miller Partners, LLC 0.41% Add +1.7% 2,118 $1.2M
Oak Harvest Investment Services 0.17% Add +4.6% 2,118 $1.2M
Cutler Investment Counsel LLC 0.15% Reduce -6.2% 2,104 $1.2M
True Link Financial Advisors, LLC 0.10% Add +2.2% 2,108 $1.2M
Horan Securities, Inc. 0.47% Add +34.0% 2,097 $1.2M
L. Roy Papp & Associates, LLP 0.15% No change 2,093 $1.2M
Steel Grove Capital Advisors, LLC 0.17% Reduce -90.5% 2,100 $1.2M
Independent Investors Inc. 0.24% Add +19.0% 2,089 $1.2M
Navalign, LLC 0.35% Add +6.9% 2,077 $1.2M
SkyOak Wealth, LLC 0.26% Add +0.4% 2,075 $1.2M
Marcum Wealth, LLC 0.11% No change 2,070 $1.2M
Heartwood Wealth Advisors LLC 0.13% No change 2,068 $1.2M
Pathway Financial Advisers, LLC 0.54% Add +1.5% 2,067 $1.2M
United Community Bank 0.46% Reduce -2.1% 2,062 $1.2M
Buffington Mohr McNeal 0.19% Add +3.1% 2,061 $1.2M
Leisure Capital Management 0.50% Reduce -9.0% 2,054 $1.2M
Viewpoint Capital Management LLC 0.66% Reduce -0.2% 2,060 $1.2M
Blackhawk Capital Partners, LLC 0.63% Add +8.6% 2,050 $1.2M
Prossimo Advisors, LLC 0.86% No change 2,050 $1.2M
Yarger Wealth Strategies, LLC 0.65% Add +0.3% 2,049 $1.2M
Archer Investment Corp 0.32% Reduce -7.8% 2,048 $1.2M
Mark Sheptoff Financial Planning, LLC 0.62% Reduce -4.7% 2,045 $1.2M
Alpine Global Management, LLC 0.30% New 2,044 $1.2M
TCFG Wealth Management, LLC 0.59% — 2,043 $1.2M
Charles Schwab Trust Co 0.10% Reduce -5.6% 2,041 $1.2M
Marino, Stram & Associates LLC 0.26% Add +5.6% 2,029 $1.2M
Elwood & Goetz Wealth Advisory Group, LLC 0.29% Reduce -0.5% 2,027 $1.2M
Westwind Capital 0.28% Reduce -86.5% 2,026 $1.2M
Gibbs Wealth Management 0.38% New 2,025 $1.2M
Patrick M Sweeney & Associates, Inc. 0.85% Add +1.3% 2,025 $1.2M
Lincoln Capital Corp. 0.47% Reduce -3.0% 2,024 $1.2M
Hollow Brook Wealth Management LLC 0.34% Add +29.3% 2,015 $1.2M
Chapman Investment Management, LLC 0.85% No change 2,021 $1.2M
Asset Planning Corporation 0.75% Add +0.1% 2,012 $1.2M
Centerpoint Advisors, LLC 0.40% No change 2,008 $1.2M
One Charles Private Wealth Services, LLC 0.44% Add +0.1% 2,002 $1.1M
Doheny Asset Management 0.78% No change 2,000 $1.1M
Lam Group, Inc. 0.81% No change 2,000 $1.1M
Virginia Wealth Management Group, Inc. 0.72% No change 2,000 $1.1M
Bear Mountain Capital, Inc. 0.45% Reduce -1.4% 1,975 $1.1M
Cora Capital Advisors LLC 0.56% No change 1,995 $1.1M
Sterling Manor Financial, LLC 0.77% No change 1,994 $1.1M
BancFirst Trust & Investment Management 0.39% Add +21.6% 2,001 $1.1M
Paradigm Capital Management, LLC 1.10% — 1,989 $1.1M
Centric Wealth Management 0.30% Add +12.0% 1,930 $1.1M
Ti-Trust, Inc. 0.81% No change 1,982 $1.1M
PEAK6 Investments LLC 0.06% Reduce -98.9% 1,972 $1.1M
WJ Wealth Management, LLC 0.40% Reduce -43.8% 1,960 $1.1M
Crossmark Global Holdings, Inc. 0.02% Add +65.9% 1,958 $1.1M
Assetmark, Inc. 0.00% Reduce -15.8% 1,958 $1.1M
tru Independence LLC 0.33% Add +12.4% 1,952 $1.1M
Full Sail Capital, LLC 0.07% Add +0.7% 1,952 $1.1M
Grey Fox Wealth Advisors, LLC 0.31% Reduce -2.2% 1,944 $1.1M
Valicenti Advisory Services Inc. 0.29% Reduce -18.4% 1,949 $1.1M
Silver Oak Advisory Group, Inc. 0.57% No change 1,945 $1.1M
Am Investment Strategies LLC 0.27% Add +22.8% 1,945 $1.1M
First Affirmative Financial Network 0.61% New 1,945 $1.1M
Carl P. Sherr & Co., LLC 0.59% No change 1,943 $1.1M
Kirtland Hills Capital Management, LLC 0.61% Add +7.3% 1,930 $1.1M
One Wealth Management Investment & Advisory Services, LLC 1.94% Add +0.2% 1,928 $1.1M
Precedent Wealth Partners, LLC 0.36% No change 1,927 $1.1M
Alerus Financial NA 0.08% Reduce -0.4% 1,918 $1.1M
Fielder Capital Group LLC 0.36% Add +288.8% 1,917 $1.1M
Rockwood Wealth Management, LLC 0.12% Add +13.9% 1,915 $1.1M
Burton Enright Welch 0.24% Add +4.4% 1,911 $1.1M
Your Advocates Ltd., LLP 0.43% Reduce -2.8% 1,907 $1.1M
Red Tortoise LLC 0.55% Add +7.3% 1,906 $1.1M
Pine Haven Investment Counsel, Inc 0.88% No change 1,902 $1.1M
Fca Corp. 0.33% No change 1,896 $1.1M
Radnor Capital Management, LLC 0.16% No change 1,895 $1.1M
Sugarloaf Wealth Management, LLC 0.18% Reduce -3.6% 1,893 $1.1M
Annapolis Financial Services, LLC 0.32% No change 1,892 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -22.7% 1,892 $1.1M
Fidelity D & D Bancorp Inc. 0.72% No change 1,882 $1.1M
Dominguez Wealth Management Solutions, Inc. 0.78% Reduce -0.8% 1,880 $1.1M
Global Assets Advisory, LLC 0.59% New 1,894 $1.1M
Smith Thornton Advisors LLC 0.71% Reduce -0.1% 1,875 $1.1M
Godshalk Welsh Capital Management, Inc. 0.68% No change 1,875 $1.1M
Rosenblum Silverman Sutton S F Inc. 0.28% Reduce -0.9% 1,874 $1.1M
Regatta Capital Group, LLC 0.21% Add +3.1% 1,872 $1.1M
Vernal Point Advisors, LLC 0.83% No change 1,860 $1.1M
Marion Wealth Management 0.29% Add +0.9% 1,866 $1.1M
Wescott Financial Advisory Group, LLC 0.12% Add +5.5% 1,865 $1.1M
Polen Capital Management LLC 0.00% New 1,863 $1.1M
Poplar Forest Capital LLC 0.14% No change 1,855 $1.1M
Alternative Investment Advisors, LLC. 0.56% Add +17.9% 1,853 $1.1M
KPP Advisory Services LLC 0.26% Add +17.9% 1,853 $1.1M
Warren Street Wealth Advisors, LLC 0.44% Reduce -0.1% 1,852 $1.1M
Hexagon Capital Partners LLC 0.21% No change 1,852 $1.1M
Myecfo, LLC 0.57% Add +3.3% 1,844 $1.1M
Tran Capital Management, L.P. 0.11% Add +18.6% 1,844 $1.1M
Buckhead Capital Management LLC 0.33% Add +11.2% 1,842 $1.1M
Strid Group, LLC 0.16% Add +4.1% 1,841 $1.1M
Orleans Capital Management Corp. 0.60% No change 1,839 $1.1M
Shaker Financial Services, LLC 0.40% Reduce -55.7% 1,829 $1.1M
Park Place Capital Corp 0.30% Add +1.6% 1,834 $1.1M
Elm Partners Management LLC 0.08% Reduce -3.8% 1,833 $1.1M
High Note Wealth, LLC 0.30% Add +0.1% 1,826 $1.0M
Financial Partners Group, LLC 0.39% Add +0.3% 1,825 $1.0M
Prosperitas Financial LLC 0.56% Reduce -1.2% 1,825 $1.0M
Bellevue Asset Management, LLC 0.54% Add +14.8% 1,824 $1.0M
Wilson & Boucher Capital Management, LLC 0.72% Reduce -2.6% 1,820 $1.0M
Clarus Group, Inc. 0.44% Add +4.8% 1,820 $1.0M
Vista Investment Management 0.39% Reduce -0.2% 1,818 $1.0M
Core Wealth Partners LLC 0.63% Add +8.9% 1,815 $1.0M
Angeles Investment Advisors, LLC 0.05% Reduce -15.4% 1,810 $1.0M
Syntegra Private Wealth Group, LLC 0.12% Reduce -7.8% 1,814 $1.0M
Palogic Value Management, L.P. 0.42% Add +0.1% 1,811 $1.0M
Visionary Horizons, LLC 0.69% Add +46.8% 1,804 $1.0M
Kapstone Financial Advisors LLC 0.62% Add +0.7% 1,803 $1.0M
Mach-1 Financial Group, LLC 0.63% No change 1,791 $1.0M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2.76% Reduce -44.6% 1,785 $1.0M
IMS Capital Management 0.46% No change 1,789 $1.0M
Laffer Tengler Investments, Inc. 0.25% Add +4.8% 1,784 $1.0M
Balentine LLC 0.04% Add +381.1% 1,780 $1.0M
Theory Financial LLC 0.45% Reduce -6.1% 1,788 $1.0M
Arvest Investments, Inc. 0.15% Add +0.6% 1,772 $1.0M
Brophy Wealth Management, LLC 0.36% — 1,761 $1.0M
Fernwood Investment Management, LLC 0.33% Reduce -44.6% 1,757 $1.0M
Heritage Investors Management Corp. 0.03% Reduce -17.1% 1,755 $1.0M
Sendero Wealth Management, LLC 0.16% Reduce -4.1% 1,753 $1.0M
HTG Investment Advisors, Inc. 0.47% Reduce -3.0% 1,748 $1.0M
San Luis Wealth Advisors LLC 0.21% New 1,747 $1.0M
RFP Financial Group LLC 0.33% Add +9.6% 1,742 $1000K
BKM Wealth Management, LLC 0.41% Reduce -0.1% 1,738 $997K
Beirne Wealth Consulting Services, LLC 0.35% Reduce -24.7% 1,729 $996K
Wealth Quarterback LLC 0.52% Reduce -5.2% 1,733 $995K
Stevens Capital Partners 0.47% Add +0.1% 1,732 $994K
MAS Advisors LLC 2.12% Add +2.5% 1,730 $993K
Legacy Financial Group, Inc. 0.34% Add +116.8% 1,745 $992K
Passive Capital Management, LLC. 0.35% No change 1,723 $989K
Retirement Solution LLC 0.24% Add +39.9% 1,722 $988K
Letko, Brosseau & Associates Inc. 0.02% No change 1,720 $987K
Gables Capital Management Inc. 0.50% Add +3.9% 1,718 $986K
Telos Capital Management, Inc. 0.10% Add +127.6% 1,714 $984K
Wealthspan Partners, LLC 0.49% Add +7.5% 1,714 $984K
Trivant Custom Portfolio Group, LLC 0.57% Reduce -11.0% 1,714 $983K
Zuckerman Investment Group, LLC 0.10% Add +39.4% 1,713 $983K
Roof Eidam Maycock Peralta, LLC 0.25% Reduce -28.4% 1,711 $982K
Compagnie Lombard Odier SCmA 0.02% Reduce -6.1% 1,707 $979K
Martin Capital Advisors, LLP 0.70% No change 1,707 $979K
Powers Advisory Group, LLC 0.49% No change 1,706 $979K
Comprehensive Financial Consultants Institutional, Inc. 0.36% Reduce -0.1% 1,706 $979K
Jessup Wealth Management, Inc 0.45% Reduce -1.1% 1,698 $974K
Vise Technologies, Inc. 0.12% Add +1.7% 1,697 $974K
Vance Wealth, LLC 0.37% Add +4.6% 1,695 $972K
Intergy Private Wealth, LLC 0.37% Reduce -1.5% 1,694 $972K
Fort Sheridan Advisors LLC 0.15% Add +0.7% 1,689 $969K
Shakespeare Wealth Management, LLC 0.25% No change 1,687 $968K
Somerset Group LLC 0.89% No change 1,686 $967K
Souders Financial Advisors 0.13% Add +3.6% 1,684 $966K
Diversified Investment Strategies, LLC 0.64% No change 1,684 $966K
Providence Capital Advisors, LLC 0.19% No change 1,680 $964K
Gallacher Capital Management LLC 0.44% Add +0.1% 1,680 $964K
Granite Bay Wealth Management, LLC 0.54% Reduce -25.0% 1,681 $964K
Live Oak Private Wealth LLC 0.16% No change 1,675 $961K
Amara Financial, Llc. 0.92% — 1,671 $959K
Strategic Financial Services, Inc. 0.06% Reduce -1.1% 1,661 $953K
Fortis Capital Management LLC 0.19% Add +21.5% 1,660 $952K
Corundum Trust Company, INC 2.62% No change 1,660 $952K
ONE Advisory Partners, LLC 0.42% No change 1,659 $952K
First Trust Direct Indexing L.P. 0.05% Add +12.4% 1,659 $952K
Johnson & White Wealth Management, LLC 0.82% No change 1,657 $951K
Indie Asset Partners, LLC 0.71% Reduce -2.0% 1,654 $949K
McDonough Capital Management, Inc 0.65% Add +0.2% 1,651 $947K
Fortress Wealth Management, Inc. 0.47% Add +0.2% 1,647 $945K
Horizon Kinetics Asset Management LLC 0.01% Reduce -2.2% 1,646 $944K
Sinecera Capital, LLC 1.14% No change 1,641 $944K
Altus Wealth Group LLC 0.40% Add +39.0% 1,645 $944K
Unison Asset Management LLC 0.45% No change 1,645 $944K
Quotient Wealth Partners, LLC 0.03% Add +5.0% 1,644 $943K
Dravo Bay LLC 0.48% No change 1,641 $942K
Fairman Group, LLC 0.85% Add +0.1% 1,632 $939K
Laurel Wealth Planning LLC 0.61% Reduce -13.6% 1,637 $939K
Cetera Trust Company, N.A 0.57% No change 1,636 $939K
Signet Investment Advisory Group, Inc. 0.47% Add +89.5% 1,632 $936K
HWG Holdings LP 0.32% Add +400.3% 1,631 $936K
Arq Wealth Advisors, LLC 0.35% No change 1,659 $935K
Callahan Advisors, LLC 0.09% Reduce -5.3% 1,629 $935K
Smartleaf Asset Management LLC 0.11% Reduce -12.4% 1,634 $934K
626 Financial, LLC 0.52% Reduce -2.3% 1,626 $933K
Investment Partners Asset Management, Inc. 0.76% Add +3.9% 1,626 $933K
WESPAC Advisors, LLC 0.69% Add +1.3% 1,623 $931K
Wellington Wealth Strategies, LLC. 0.71% New 1,635 $930K
Balefire, LLC 0.31% Add +14.8% 1,618 $928K
Bedell Frazier Investment Counselling, LLC 0.22% Add +0.3% 1,618 $928K
Cornerstone Planning Group LLC 0.25% Reduce -78.2% 1,595 $928K
Stratos Investment Management, LLC 0.06% Reduce -20.1% 1,609 $923K
Bernardo Wealth Planning LLC 0.22% Add +18.0% 1,585 $923K
Sage Investment Advisers LLC 0.97% Add +32.3% 1,607 $922K
Pension & Wealth Management Advisors, Inc. 0.47% Reduce -12.2% 1,605 $921K
Aft, Forsyth & Company, Inc. 0.45% Add +0.2% 1,605 $921K
Vestia Personal Wealth Advisors 0.87% Add +1.0% 1,602 $919K
Dock Street Asset Management Inc. 0.12% Reduce -1.6% 1,602 $919K
Polymer Capital Management (HK) LTD 0.21% Reduce -63.4% 1,601 $919K
Commonwealth Retirement Investments LLC 0.38% Reduce -0.9% 1,599 $917K
Morse Asset Management, Inc 0.20% Reduce -10.5% 1,598 $917K
Alamar Capital Management, LLC 0.50% No change 1,587 $913K
Ruedi Wealth Management, Inc. 0.31% Add +0.1% 1,590 $912K
Monument Capital Management 0.25% Reduce -10.3% 1,585 $909K
MRA Advisory Group 0.50% Reduce -0.3% 1,582 $908K
LS Investment Advisors, LLC 0.13% Reduce -0.3% 1,580 $907K
Isthmus Partners, LLC 0.11% No change 1,574 $903K
TFB Advisors LLC 0.27% Reduce -0.9% 1,573 $903K
Marotta Asset Management 0.18% Add +34.2% 1,566 $898K
Galvin, Gaustad & Stein, LLC 0.08% No change 1,562 $896K
AJ Advisors, LLC 0.46% Add +14.6% 1,562 $896K
Bank of Stockton 0.27% No change 1,560 $895K
Eagle Bluffs Wealth Management LLC 0.48% No change 1,554 $894K
Birchcreek Wealth Management, LLC 0.58% No change 1,556 $893K
Bath Savings Trust Co 0.09% Add +4.7% 1,554 $892K
Chicago Wealth Management, Inc. 0.48% Add +68.7% 1,554 $891K
Beck Bode, LLC 0.17% Reduce -29.8% 1,552 $890K
Kidder Stephen W 0.26% No change 1,550 $889K
Stack Financial Management, Inc 0.08% Add +0.7% 1,550 $889K
Valley Financial Group, Inc. 0.62% Add +0.1% 1,546 $887K
PFG Private Wealth Management, LLC 0.51% Reduce -0.5% 1,545 $886K
Seaside Wealth Management, Inc. 0.33% Add +0.3% 1,539 $883K
Opinicus Capital, Inc. 0.71% Reduce -3.1% 1,538 $883K
CVA Family Office, LLC 0.14% Add +0.1% 1,538 $882K
Hilton Capital Management, LLC 0.07% No change 1,536 $881K
Mma Asset Management LLC 0.23% Add +14.4% 1,746 $880K
LifeGuide Financial Advisors, LLC 0.38% No change 1,533 $880K
Sompo Asset Management Co., Ltd. 0.14% Reduce -76.2% 1,530 $878K
Liberty Wealth Management LLC 0.15% Reduce -94.5% 1,529 $877K
Paragon Private Wealth Management, LLC 0.43% Reduce -7.4% 1,527 $876K
RIA Advisory Group LLC 0.31% — 1,525 $875K
Planning Center, Inc. 0.11% No change 1,521 $872K
Camden National Bank 0.13% Reduce -14.4% 1,520 $872K
Key Financial Inc 0.19% Reduce -2.3% 1,520 $872K
Jmac Enterprises LLC 0.14% Reduce -14.0% 1,519 $872K
Family Capital Trust Co 0.28% Reduce -1.3% 1,518 $871K
GHP Investment Advisors, Inc. 0.04% Reduce -26.8% 1,511 $867K
Wealth Effects LLC 0.30% Add +4.9% 1,509 $866K
MWA Asset Management 0.58% Add +65.8% 1,509 $866K
PAX Financial Group, LLC 0.15% Add +0.1% 1,504 $863K
Cim, LLC 0.12% No change 1,502 $862K
Prepared Retirement Institute LLC 0.52% Add +1.2% 1,502 $862K
Osprey Private Wealth LLC 0.60% — 1,500 $861K
New Covenant Trust Company, N.A. 0.83% No change 1,505 $860K
J. L. Bainbridge & Co., Inc. 0.08% Reduce -0.3% 1,496 $858K
GoalVest Advisory LLC 0.25% Reduce -2.7% 1,486 $853K
Nichols & Pratt Advisers LLP 0.06% No change 1,486 $853K
Patient Capital Management, LLC 0.04% Add +101.4% 1,486 $852K
BCGM Wealth Management, LLC 0.28% No change 1,482 $850K
Fenimore Asset Management Inc 0.02% Add +0.1% 1,478 $848K
Ted Buchan & Co 0.40% Reduce -7.6% 1,475 $847K
Point Windward Advisors Inc. 0.32% Add +7.8% 1,475 $846K
Cladis Investment Advisory, LLC 0.59% No change 1,474 $846K
AllSquare Wealth Management LLC 0.48% Reduce -3.6% 1,474 $846K
Capital Counsel LLC 0.04% Reduce -1.9% 1,474 $846K
Opes Wealth Management LLC 0.16% No change 1,473 $845K
RAM Investment Partners, LLC 0.22% Add +0.6% 1,467 $841K
VestGen Investment Management 0.24% Add +215.1% 1,465 $841K
Wiser Wealth Management, Inc 0.24% Add +9.7% 1,459 $837K
Encompass Wealth Advisors, LLC 0.21% No change 1,456 $835K
Barlow Wealth Partners, LLC 0.11% No change 1,470 $835K
Tiemann Investment Advisors, LLC 0.36% No change 1,454 $834K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.57% Reduce -94.1% 1,453 $834K
Concentric Wealth Management, LLC 0.20% Reduce -9.7% 1,444 $829K
Wade Financial Advisory, Inc 0.28% No change 1,441 $827K
Windsor Advisory Group, LLC 0.93% Add +80.7% 1,440 $826K
SPC Financial, Inc. 0.07% Add +37.7% 1,435 $823K
WealthCollab, LLC 0.54% No change 1,434 $823K
Left Brain Wealth Management, LLC 0.38% Add +1.7% 1,430 $820K
EMC Capital Management 0.54% Add +103.3% 7,360 $818K
Addison Advisors LLC 0.23% Reduce -7.7% 1,423 $816K
O'Brien Wealth Partners LLC 0.16% Add +53.5% 1,418 $814K
Alpine Bank Wealth Management 0.13% — 1,418 $814K
Vectors Research Management, LLC 0.25% Add +0.1% 1,416 $812K
Avalon Capital Management 0.25% Reduce -0.9% 1,415 $812K
Buttonwood Financial Advisors Inc. 0.35% Add +20.1% 1,413 $811K
Finer Wealth Management, Inc. 0.50% Reduce -5.9% 1,411 $809K
Horizon Investments, LLC 0.02% Reduce -1.4% 1,406 $807K
Pennsylvania Capital Management Inc. 0.29% Reduce -4.3% 1,403 $805K
RW Investment Management LLC 0.10% No change 1,402 $804K
Seneca House Advisors 0.34% Reduce -0.8% 1,400 $804K
AlphaQuest LLC 0.07% New 1,400 $803K
Integrated Investment Consultants, LLC 0.17% Add +0.3% 1,398 $802K
Aufman Associates Inc 0.51% Reduce -5.2% 1,394 $800K
WealthTrust Axiom LLC 0.24% Add +0.1% 1,392 $798K
First Financial Corp. 0.38% Reduce -1.5% 1,391 $798K
Sfm, LLC 0.60% Add +15.6% 1,389 $797K
Mattern Wealth Management LLC 0.17% No change 1,382 $793K
Barnes Pettey Financial Advisors, LLC 0.63% Reduce -2.7% 1,382 $793K
Platte River Wealth Advisors, LLC 0.21% Reduce -1.9% 1,380 $792K
Beacon Wealthcare LLC 0.32% Add +4.0% 1,372 $787K
Beacon Financial Group 0.09% Reduce -13.2% 1,370 $786K
Legacy Capital Group California, Inc. 0.26% Add +28.5% 1,369 $785K
MeadowBrook Investment Advisors LLC 0.72% Add +45.7% 1,368 $785K
Elmwood Wealth Management, Inc. 0.32% Add +34.3% 1,368 $785K
Nicollet Investment Management, Inc. 0.27% No change 1,366 $784K
Schwarz Dygos Wheeler Investment Advisors LLC 0.20% Reduce -0.9% 1,362 $782K
Scholtz & Company, LLC 0.37% Reduce -15.3% 1,352 $776K
FSB Premier Wealth Management, Inc. 0.32% Reduce -25.1% 1,351 $775K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Reduce -1.5% 1,351 $775K
Pacific Wealth Strategies Group, Inc. 0.57% Add +4.6% 1,344 $771K
Aberdeen Wealth Management LLC 0.51% No change 1,343 $771K
Ethic Inc. 0.02% No change 1,473 $771K
Financial Alternatives, Inc 0.54% No change 1,341 $769K
Kraft Asset Management, LLC 0.60% Reduce -15.0% 1,339 $768K
Ipswich Investment Management Co., Inc. 0.18% No change 1,331 $764K
RiverFront Investment Group, LLC 0.02% Add +6.9% 1,331 $764K
Rakuten Securities, Inc. 0.33% Reduce -29.1% 1,326 $761K
Lafayette Investments, Inc. 0.16% Add +4.0% 1,326 $761K
TFG Advisers LLC 0.27% Reduce -2.9% 1,324 $760K
Drive Wealth Management, LLC 0.20% Add +60.5% 1,319 $759K
Wells Trecaso Financial Group, LLC 0.25% No change 1,322 $759K
Cascade Investment Group, Inc. 0.56% No change 1,321 $758K
Hemenway Trust Co LLC 0.06% Reduce -11.5% 1,321 $758K
Innealta Capital, LLC 0.31% Add +11.0% 1,320 $757K
Tru Independence Asset Management 2, LLC 0.64% — 1,310 $754K
Asset Planning Services Inc. /La/ 0.37% Reduce -6.3% 1,312 $753K
Thomasville National Bank 0.06% Reduce -2.9% 1,311 $752K
Hoxton Planning & Management, LLC 0.29% New 1,309 $751K
Everhart Financial Group, Inc. 0.17% Reduce -24.4% 1,309 $751K
Rothschild Capital Partners, LLC 0.21% Add +0.3% 1,308 $750K
Dentgroup LLC 0.56% Add +11.2% 1,305 $749K
Cardinal Point Capital Management ULC 0.12% Reduce -40.0% 1,299 $748K
Vantage Financial Partners, LLC 0.19% Add +35.4% 1,301 $746K
First Bancorp, Inc 0.52% Reduce -7.2% 1,299 $745K
Great Oak Capital Partners, LLC 0.26% No change 1,300 $745K
Solidarity Wealth, LLC 0.20% Add +47.9% 1,293 $744K
Financial Futures Ltd Liability Co. 0.43% Reduce -1.9% 1,297 $744K
Carlson Capital Management 0.03% No change 1,296 $744K
D'Orazio & Associates, Inc. 0.11% Add +7.6% 1,296 $744K
FSA Wealth Management LLC 0.30% — 1,292 $741K
Ewa, LLC 0.26% Add +4.5% 1,248 $740K
4J Wealth Management LLC 0.57% No change 1,287 $738K
C M Bidwell & Associates Ltd. 0.45% No change 1,285 $737K
SJS Investment Consulting Inc. 0.13% Add +11.8% 1,285 $737K
Strategic Investment Advisors / MI 0.08% Reduce -9.1% 1,283 $736K
Investment Partners, LTD. 0.31% Add +0.1% 1,281 $735K
London Co. of Virginia 0.00% Add +43.3% 1,280 $735K
Quaker Wealth Management, LLC 0.27% — 1,279 $734K
Napa Wealth Management 0.35% Reduce -2.8% 1,273 $730K
Whalen Wealth Management Inc. 0.52% Add +48.1% 1,271 $729K
Monarch Capital Management Inc. 0.20% No change 1,267 $729K
American Trust Investment Advisors, LLC 0.30% No change 1,267 $727K
Smith Group Asset Management, LLC 0.06% New 1,266 $726K
Willow Creek Wealth Management Inc. 0.08% Add +0.5% 1,264 $726K
HT Partners LLC 0.26% Reduce -4.6% 1,262 $724K
Baker Tilly Wealth Management, LLC 0.32% Reduce -19.5% 1,260 $723K
Community Bank & Trust, Waco, Texas 0.16% No change 1,260 $723K
Stonehearth Capital Management, LLC 0.29% Add +39.1% 1,259 $722K
Constitution Capital LLC 0.39% Add +0.2% 1,258 $722K
North Point Portfolio Managers Corp. 0.12% Add +8.8% 1,255 $720K
TriaGen Wealth Management LLC 0.24% Add +8.1% 1,253 $719K
Bryant Woods Investment Advisors, LLC 0.37% Add +1.1% 1,251 $718K
Center For Asset Management LLC 0.43% Reduce -1.3% 1,249 $716K
Talon Private Wealth, LLC 0.15% — 1,249 $716K
Stewardship Advisors, LLC 0.20% No change 1,243 $713K
Carrera Capital Advisors 0.17% Add +7.9% 1,238 $713K
Northwest Quadrant Wealth Management, LLC 0.16% Add +0.3% 1,242 $713K
jvl associates llc 0.27% No change 1,241 $712K
Canton Hathaway, LLC 0.18% Reduce -14.2% 1,240 $711K
Abbot Financial Management, Inc. 0.36% Add +4.2% 1,239 $711K
a16z Perennial Management, L.P. 0.09% No change 1,239 $711K
Butensky & Cohen Financial Security, Inc. 0.21% Reduce -0.2% 1,237 $710K
Financial Management Network Inc. 0.15% Add +3.1% 1,238 $709K
Grant Street Asset Management, Inc. 0.21% Add +30.9% 1,234 $708K
Hourglass Capital, LLC 0.20% Reduce -1.4% 1,232 $707K
Portside Wealth Group, LLC 0.12% Add +0.6% 1,230 $706K
Foster Group, Inc. 0.03% Add +30.7% 1,227 $704K
Blackston Financial Advisory Group, LLC 0.36% Reduce -44.1% 1,224 $703K
Ascentis Independent Advisors 0.11% Add +3.2% 1,222 $701K
OneAscent Wealth Management LLC 0.26% Add +27.2% 1,211 $697K
American Money Management, LLC 0.14% Reduce -2.3% 1,213 $696K
Granite Harbor Advisors, Inc. 0.41% No change 1,212 $695K
Keb Asset Management, LLC 0.21% Add +0.9% 1,208 $693K
Silver Lake Advisory, LLC 0.15% Add +0.3% 1,208 $693K
Allen Capital Group, LLC 0.09% Add +11.4% 1,205 $691K
Gsa Capital Partners LLP 0.05% New 1,204 $691K
Norris Perne & French LLP 0.05% Add +1.3% 1,203 $690K
Canvas Wealth Advisors, LLC 0.19% Add +6.6% 1,202 $690K
17 Capital Partners, LLC 0.45% No change 1,202 $690K
Sequent Planning LLC 0.24% Reduce -3.8% 1,201 $689K
Intelligent Financial Strategies 0.38% No change 1,194 $687K
CYBER HORNET ETFs LLC 0.70% Add +4.1% 1,196 $686K
Apeiron RIA LLC 0.20% Add +0.1% 1,194 $685K
Altrius Capital Management Inc 0.17% Add +5.8% 1,192 $684K
Hurlow Wealth Management Group, Inc. 0.21% Reduce -0.2% 1,189 $682K
Altiora Financial Group, LLC 0.15% Add +75.2% 1,188 $681K
Ballast, Inc. 0.19% Add +1.2% 1,185 $680K
Cedrus LLC 0.25% Add +52.9% 1,182 $678K
Narwhal Capital Management 0.06% No change 1,181 $678K
Northcape Wealth Management, LLC 0.22% No change 1,180 $677K
Marathon Capital Management 0.17% New 1,179 $677K
Holistic Financial Partners 0.33% Add +0.5% 1,178 $676K
IMPACTfolio, LLC 0.35% Add +0.9% 1,175 $674K
Trademark Financial Management, LLC 0.53% Add +2.8% 1,172 $672K
FC Advisory LLC 0.23% Add +0.2% 1,171 $672K
Earned Wealth Advisors, LLC 0.20% Reduce -19.8% 1,166 $669K
Jamison Private Wealth Management, Inc. 0.10% Reduce -0.7% 1,165 $668K
Harbor Group, Inc. 0.15% Reduce -5.8% 1,164 $668K
Alkeme Wealth, LLC 0.30% No change 1,164 $668K
Pointe Capital Management LLC 0.39% Add +0.1% 1,164 $668K
Ruggaard & Associates LLC 0.29% No change 1,163 $667K
Avaii Wealth Management, LLC 0.34% No change 1,162 $667K
Ardent Capital Management, Inc. 0.30% No change 1,161 $666K
Eclectic Associates Inc. 0.26% Reduce -8.4% 1,160 $665K
Sage Financial Management Group, Inc. 0.26% Reduce -0.8% 1,157 $664K
Gradient Capital Advisors, LLC 0.22% Reduce -1.9% 1,156 $663K
Beck Capital Management, LLC 0.18% Reduce -11.5% 1,155 $663K
Code Waechter LLC 0.63% — 1,154 $662K
3EDGE Asset Management, LP 0.05% Reduce -1.4% 1,153 $662K
Washington Trust Bank 0.06% Add +4.5% 1,151 $660K
HighMark Wealth Management LLC 0.36% No change 1,149 $659K
Napatree Capital LLC 0.46% Add +24.7% 1,147 $658K
Sageworth Trust Co of South Dakota 0.84% New 1,139 $654K
Villere St Denis J & Co. LLC 0.05% New 1,137 $652K
IVC Wealth Advisors LLC 0.36% Add +0.1% 1,136 $652K
Heritage Wealth Management, Inc. 0.59% Reduce -4.1% 1,135 $651K
Root Financial Partners, LLC 0.10% Add +6.9% 1,133 $650K
Rise Advisors, LLC 0.31% Add +37.2% 1,133 $650K
Goepper Burkhardt LLC 0.27% No change 1,132 $649K
Karpus Management, Inc. 0.02% No change 1,130 $648K
Northstar Asset Management Inc. 0.16% Reduce -20.7% 1,129 $648K
Financial Sense Advisors, Inc. 0.18% Add +6.6% 1,127 $647K
Gen-Wealth Partners Inc 0.28% Add +25.4% 1,114 $646K
Cullen Capital Management, LLC 0.01% No change 1,126 $646K
Certus Wealth Management, LLC 0.45% No change 1,124 $645K
Riverview Capital Advisers, LLC 0.20% Add +0.4% 1,123 $644K
Terra Nova Asset Management LLC 0.48% Add +0.2% 1,119 $642K
5th Street Advisors, LLC 0.31% Add +46.6% 1,117 $641K
Interactive Financial Advisors, Inc. 0.33% Reduce -6.8% 1,116 $640K
Xcel Wealth Management, LLC 0.19% Add +22.5% 1,115 $640K
Sara-Bay Financial 0.23% Add +2.9% 1,111 $637K
Ritter Daniher Financial Advisory LLC / DE 0.19% Add +0.4% 1,110 $637K
Hilltop Partners LLC 0.21% Reduce -6.3% 1,109 $636K
Hutchens & Kramer Investment Management Group, LLC 0.35% Add +0.4% 1,119 $636K
MN Wealth Advisors, LLC 0.36% Add +5.0% 1,107 $635K
Columbia Bank 0.23% No change 1,107 $635K
Security National Bank 0.09% Add +6.0% 1,107 $635K
Physician Wealth Advisors, Inc. 0.11% Add +55.2% 1,091 $633K
Cove Private Wealth, LLC 0.50% No change 1,100 $631K
Riggs Asset Managment Co. Inc. 0.17% Reduce -45.9% 1,096 $629K
Wilkins Investment Counsel Inc. 0.09% No change 1,096 $629K
Transatlantique Private Wealth LLC 0.24% Add +19.9% 1,095 $628K
Chico Wealth RIA 0.54% No change 1,094 $628K
Probity Advisors, Inc. 0.12% Reduce -1.2% 1,085 $623K
Silverlake Wealth Management LLC 0.24% Add +21.2% 1,085 $622K
AAF Wealth Management, LLC 0.31% Reduce -5.1% 1,083 $621K
Darwin Wealth Management, LLC 0.17% Add +0.1% 1,083 $621K
Heritage Wealth Management, Inc. 0.20% Reduce -24.4% 1,080 $620K
Swmg, LLC 0.26% Reduce -0.1% 1,034 $617K
Traveka Wealth, LLC 0.31% Add +1.8% 1,072 $615K
Glass Jacobson Investment Advisors llc 0.20% Reduce -0.5% 1,071 $614K
Picton Mahoney Asset Management 0.02% Reduce -40.9% 1,070 $614K
LVZ, Inc. 0.08% Reduce -1.4% 1,070 $614K
Schaeffer Financial LLC 0.62% Reduce -13.4% 1,066 $612K
America First Investment Advisors, LLC 0.14% Reduce -3.9% 1,064 $610K
Compass Financial Group, Inc. 0.28% Reduce -0.4% 1,062 $609K
Nova R Wealth, Inc. 0.30% Add +0.3% 1,061 $609K
Vicus Capital 0.05% Reduce -20.2% 5,882 $608K
Columbus Macro, LLC 0.22% No change 1,059 $608K
Elite Life Management LLC 1.98% No change 1,058 $607K
KRS Capital Management, LLC 0.44% No change 1,057 $606K
Access Financial Services, Inc. 0.28% Add +3.6% 1,211 $606K
Clark Estates Inc. 0.11% No change 1,054 $605K
Harrell Investment Partners, LLC 0.17% No change 1,051 $603K
Creegan & Nassoura Financial Group, LLC 0.38% No change 1,050 $602K
Smith Shellnut Wilson LLC 0.27% No change 1,050 $602K
NavPoint Financial, Inc. 0.48% Add +0.3% 1,048 $602K
Diversified, LLC 0.07% No change 1,046 $600K
Diversified Enterprises, LLC 0.07% — 1,046 $600K
Lincoln Capital LLC 0.13% Add +4.4% 1,046 $600K
Lakewood Asset Management LLC 0.41% Add +1.0% 1,042 $598K
GLOBALT Investments LLC / GA 0.02% Reduce -47.5% 1,041 $597K
Hubbell Strickland Wealth Management, LLC 0.28% Add +0.2% 1,040 $597K
Better Money Decisions, LLC 0.42% Reduce -0.1% 1,038 $596K
Rational Advisors, Inc. 0.06% New 1,038 $596K
Keystone Financial Services 0.23% Add +14.4% 1,038 $596K
Landaas & Co. /Wi 0.17% Add +11.3% 1,038 $595K
JB Capital LLC 0.03% Add +17.6% 1,036 $595K
25 LLC 0.26% Add +29.2% 1,332 $592K
TD Capital Management LLC 0.06% Add +0.3% 1,031 $592K
Insight Wealth Partners, LLC 0.36% Reduce -0.1% 1,030 $591K
Carr Financial Group Corp 0.18% Reduce -3.6% 1,029 $590K
Alpha Financial Partners LLC 0.42% Reduce -51.5% 1,029 $590K
Ehrlich Financial Group 0.42% New 1,029 $590K
Mullaney, Keating & Wright, Inc. 0.41% Add +0.6% 1,029 $590K
Steinberg Asset Management LLC 0.45% No change 1,028 $590K
Eastover Investment Advisors LLC 0.28% No change 1,025 $588K
Wolff Financial Management LLC 0.16% No change 1,025 $588K
SevenBridge Financial Group, LLC 0.11% Reduce -1.0% 982 $588K
Petredis Investment Advisors LLC 0.06% New 1,024 $588K
Penn Davis McFarland Inc. 0.07% No change 1,012 $581K
RDA Financial Network 0.18% Add +75.1% 1,012 $580K
Investors Research Corp 0.13% No change 1,011 $580K
SMART Wealth LLC 0.23% Add +69.4% 1,008 $578K
Athena Investment Management 0.33% No change 1,006 $577K
Acadian Asset Management LLC 0.00% Add +42.7% 1,009 $577K
Gradient Investments LLC 0.01% Reduce -32.7% 1,005 $576K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 1,003 $575K
Seneca Financial Advisors LLC 0.28% Reduce -14.7% 1,001 $575K
Rezny Wealth Management, Inc. 0.14% Reduce -3.3% 1,001 $574K
Mezzasalma Advisors, LLC 0.23% Add +3.0% 1,001 $574K
Palisade Capital Management, LP 0.02% No change 1,000 $574K
Acima Private Wealth, LLC 0.19% No change 999 $573K
Dividend Assets Capital, LLC 0.11% Add +78.7% 999 $573K
Rhumbline Advisers 0.00% No change 998 $573K
Waypoint Wealth Partners Inc. 0.15% Reduce -11.8% 997 $572K
Truvestments Capital LLC 0.15% Add +5.7% 995 $571K
StoneCrest Wealth Management, Inc. 0.41% Add +33.8% 993 $570K
Elgethun Capital Management 0.13% Add +43.3% 990 $568K
Braun-Bostich & Associates Inc. 0.39% Reduce -1.3% 983 $564K
Mendel Money Management 0.24% Reduce -2.1% 983 $564K
RS Crum Inc. 0.13% No change 982 $564K
Alpha Financial Advisors, LLC 0.25% Add +0.9% 977 $561K
NCM Capital Management, LLC 0.27% Add +36.4% 975 $559K
Hazlett, Burt & Watson, Inc. 0.26% Reduce -1.4% 975 $559K
Greenwood Capital Associates LLC 0.07% Reduce -12.1% 974 $559K
Gerber, LLC 0.41% Add +0.3% 972 $558K
Stegner Investment Associates Inc. 0.38% Add +0.1% 972 $558K
Teachers Insurance & Annuity Association of America 0.85% — 971 $557K
Legacy Advisory Services, LLC 0.48% Reduce -41.9% 971 $557K
Hemington Wealth Management 0.15% Add +15.3% 978 $556K
Crown Wealth Group, LLC 0.24% Reduce -29.2% 968 $555K
XTX Topco Ltd 0.04% New 967 $555K
Roanoke Asset Management Corp./ NY 0.18% No change 965 $554K
Check Capital Management Inc. 0.04% No change 965 $554K
Essential Planning, LLC. 0.23% New 962 $552K
Lee Johnson Capital Management, LLC 0.28% New 956 $549K
Morton Community Bank 0.14% No change 954 $547K
180 Wealth Advisors, LLC 0.09% No change 951 $546K
Creekside Partners 0.28% No change 949 $545K
Seamount Financial Group Inc. 0.41% Add +7.5% 948 $544K
Bluestem Financial Advisors, LLC 0.25% Reduce -2.8% 947 $543K
Slagle Financial, LLC 0.24% Reduce -4.0% 946 $543K
Kwmg, LLC 0.05% Reduce -3.2% 945 $542K
Requisite Capital Management, LLC 0.11% Add +0.1% 940 $541K
Eaton Financial Holdings Company, LLC 0.22% — 942 $541K
TPG Financial Advisors, LLC 0.24% No change 940 $539K
M. Kulyk & Associates, LLC 0.11% Reduce -1.1% 937 $538K
Quarry Hill Advisors, LLC 0.36% Reduce -9.8% 936 $537K
Vision Capital Management, Inc. 0.08% Add +13.7% 930 $534K
Fulcrum Capital LLC 0.12% No change 930 $534K
Opus Capital Group, LLC 0.07% No change 929 $533K
AMJ Financial Wealth Management 0.15% Reduce -3.3% 925 $531K
Mainstay Capital Management LLC 0.09% Add +3.7% 921 $528K
Mittelman Wealth Management 0.30% Add +16.0% 921 $528K
Azimuth Capital Investment Management LLC 0.02% No change 920 $528K
Allied Investment Advisors, LLC 0.10% No change 919 $527K
Hudock, Inc. 0.09% Add +0.2% 914 $525K
Waterford Advisors, LLC 0.27% No change 914 $524K
Hill Island Financial LLC 0.16% Add +2.6% 913 $524K
HHM Wealth Advisors, LLC 0.07% Add +9.6% 912 $523K
Zullo Investment Group, Inc. 0.22% Reduce -0.7% 910 $522K
Trust Co 0.06% No change 907 $521K
Concentrum Wealth Management 0.20% Reduce -3.4% 907 $520K
WealthCare Investment Partners, LLC 0.23% Add +0.4% 913 $519K
WP Advisors, LLC 0.19% Add +4.2% 903 $518K
Stonebrook Private Inc. 0.14% Add +1.6% 902 $518K
JBR Co Financial Management Inc 0.34% Reduce -5.8% 900 $516K
Sprinkle Financial Consultants LLC 0.37% Reduce -2.9% 899 $516K
Triune Financial Partners, LLC 0.16% Add +0.3% 893 $513K
McGlone Suttner Wealth Management, Inc. 0.11% Add +0.3% 892 $512K
Rowlandmiller & Partners.adv 0.10% Add +6.5% 891 $512K
Family Firm, Inc. 0.11% Reduce -7.4% 891 $511K
Eagle Bay Advisors LLC 0.20% Add +2.0% 885 $511K
Great Waters Wealth Management 0.07% Add +0.2% 890 $511K
Carnegie Lake Advisors LLC 0.20% — 889 $510K
Shufro Rose & Co. LLC 0.04% No change 936 $509K
Mason & Associates Inc 0.13% Reduce -0.8% 885 $508K
Keudell/Morrison Wealth Management 0.14% Add +2.9% 880 $505K
Advocate Group LLC 0.09% No change 879 $504K
Essex Private Wealth Management, LLC 1.19% No change 878 $504K
Orrstown Financial Services Inc. 0.15% New 874 $501K
Blue Zone Wealth Advisors, LLC 0.16% Add +3.1% 870 $499K
Herold Advisors, Inc. 0.11% Add +58.1% 868 $498K
Salvus Wealth Management, LLC 0.31% Add +23.4% 866 $497K
Farrow Financial, Inc. 0.31% Reduce -14.8% 865 $496K
Walker Asset Management, LLC 0.30% No change 856 $491K
DeDora Capital, Inc. 0.14% No change 856 $491K
Chemung Canal Trust Co. 0.10% Add +28.8% 855 $491K
Fishman Jay A Ltd. 0.05% No change 855 $491K
Chris Bulman Inc 0.33% Reduce -1.3% 854 $490K
Goldstream Capital Management Ltd 0.22% Add +30.8% 850 $490K
Balanced Wealth Group LLC 0.22% Add +0.2% 853 $490K
TTP Investments, Inc. 0.17% Reduce -92.8% 852 $489K
Advocacy Wealth Management, LLC 0.04% No change 852 $489K
Morling Financial Advisors, LLC 0.19% Reduce -27.2% 852 $489K
CJM Wealth Advisers, Ltd. 0.17% Add +12.0% 852 $489K
Fortitude Family Office, LLC 0.19% Add +92.5% 849 $487K
RPG Investment Advisory, LLC 0.07% No change 849 $487K
Lodestone Wealth Management LLC 0.24% Reduce -51.4% 847 $486K
Rf&l Wealth Management, LLC 0.34% No change 842 $483K
Alliance Wealth Management Group 0.13% Add +1.4% 842 $483K
Forbes J M & Co. LLP 0.05% No change 842 $483K
Barton Investment Management 0.06% No change 839 $481K
Whitaker-Myers Wealth Managers, LTD. 0.16% Reduce -68.5% 838 $481K
Pacific Sage Partners, LLC 0.11% Add +0.1% 834 $479K
Planned Solutions, Inc. 0.19% No change 833 $478K
Solutions 4 Wealth, Ltd 0.93% Add +0.1% 831 $477K
Enzi Wealth 0.19% Add +9.7% 816 $477K
Concord Asset Management, LLC 0.11% No change 830 $476K
Concord Wealth Partners 0.08% Reduce -36.6% 830 $476K
Stanley-Laman Group, Ltd. 0.06% Add +23.4% 828 $475K
Elevated Capital Advisors, LLC 0.13% No change 828 $475K
FCG Investment Co 0.31% Add +15.4% 824 $473K
Adamsbrown Wealth Consultants LLC 0.16% Add +0.2% 822 $472K
Redwood Financial Network Corp 0.37% Add +3.0% 821 $471K
Tarbox Family Office, Inc. 0.08% Reduce -0.1% 820 $471K
Compass Capital Management, Inc. 0.03% Reduce -0.6% 820 $470K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -23.4% 818 $469K
Wealth Management Associates, Inc. 0.21% No change 817 $469K
Heritage Wealth Partners, LLC 0.55% Reduce -1.8% 816 $468K
WealthTrust Asset Management, LLC 0.35% Reduce -31.6% 814 $467K
ARK & TLK Investments, LLC 0.17% No change 814 $467K
Princeton Global Asset Management LLC 0.09% Add +6.5% 814 $467K
Marble Harbor Investment Counsel, LLC 0.05% No change 814 $467K
Correct Capital Wealth Management 0.10% Reduce -0.1% 810 $464K
Pacific Global Investment Management Co. 0.08% Reduce -6.7% 809 $464K
Adell Harriman & Carpenter Inc. 0.03% No change 808 $464K
LPWM LLC 0.15% Reduce -1.8% 816 $463K
Bogart Wealth, LLC 0.02% Reduce -6.8% 807 $463K
HC Advisors, LLC 0.38% No change 806 $462K
WestHill Financial Advisors, Inc. 0.10% No change 805 $462K
Mowery & Schoenfeld Wealth Management, LLC 0.73% No change 805 $462K
Crew Capital Management, Ltd 0.37% Reduce -3.0% 803 $461K
Baxter Bros Inc. 0.06% No change 801 $460K
PSI Advisors, LLC 0.13% Add +6.4% 801 $460K
Compton Wealth Advisory Group, LLC 0.12% No change 800 $459K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -96.0% 800 $459K
Bollard Group LLC 0.01% No change 800 $459K
Thrive Capital Management, LLC 0.22% Reduce -28.6% 799 $458K
Prosperity Wealth Management, Inc. 0.18% Reduce -6.6% 797 $457K
Gimbal Financial 0.30% Reduce -17.4% 788 $457K
Emergent Wealth Advisors, LLC 0.34% Reduce -0.3% 794 $456K
Premier Path Wealth Partners, LLC 0.07% No change 793 $455K
Accelerate Investment Advisors LLC 0.44% — 792 $455K
Harbor Advisory Corp. 0.15% No change 791 $454K
City Center Advisors, LLC 0.50% Add +58.6% 790 $453K
Lee Financial Co 0.06% New 789 $453K
Triton Financial Group Inc 0.29% Reduce -1.3% 789 $453K
Boyd Wealth Management, LLC 0.23% No change 789 $453K
ICONIQ Capital, LLC 0.01% Add +0.3% 788 $452K
Painted Porch Advisors LLC 0.23% Reduce -6.5% 787 $451K
Boulder Wealth Advisors, LLC 0.25% No change 787 $451K
Professional Financial Advisors, LLC 0.12% Reduce -6.8% 785 $450K
Tandem Investment Advisors, Inc. 0.02% Reduce -4.4% 783 $449K
Emory University 0.68% No change 781 $448K
McNaughton Wealth Management, LLC 0.22% Reduce -0.5% 780 $448K
Forum Private Client Group LLC 0.20% Reduce -0.5% 779 $447K
Presidio Capital Management, LLC 0.29% Add +24.7% 777 $446K
Coerente Capital Management 0.08% Reduce -15.3% 775 $445K
AIMZ Investment Advisors, LLC 0.15% Add +0.1% 773 $443K
Stage Harbor Financial, LLC 0.40% No change 764 $443K
Tanager Wealth Management LLP 0.06% No change 769 $443K
Quantum Financial Advisors, LLC 0.07% Add +16.8% 771 $443K
Vannoy Advisory Group, Inc. 0.32% No change 771 $442K
Hoffman, Alan N Investment Management 0.21% Add +10.8% 771 $442K
Ashton Thomas Securities, LLC 0.09% Add +18.6% 767 $440K
Peloton Wealth Strategists 0.18% Add +2.5% 765 $439K
Landmark Wealth Management, LLC 0.19% Add +0.1% 762 $437K
Sachem Hill LLC 0.09% Reduce -0.7% 758 $435K
FF Advisors,LLC 0.28% Reduce -34.2% 744 $435K
Beacon Investment Advisors LLC 0.21% Add +0.3% 757 $435K
Avid Wealth Partners LLC 0.31% Reduce -1.3% 756 $434K
Clifford Group, LLC 0.34% Add +44.4% 755 $433K
Maryland Capital Advisors Inc. 0.21% No change 750 $430K
Financial Planning & Information Services, Inc. 0.06% Add +94.5% 747 $429K
Northwest Financial Advisors 0.34% Add +3.9% 745 $428K
Muirfield Wealth Advisors LLC 0.36% Add +24.8% 745 $427K
Schear Investment Advisers, LLC 0.26% No change 743 $426K
Whitcomb & Hess, Inc. 0.13% Add +0.1% 742 $426K
Avondale Wealth Management 0.28% No change 742 $426K
Woodley Farra Manion Portfolio Management Inc. 0.02% Reduce -6.3% 739 $425K
Lwmg, LLC 0.08% Reduce -2.3% 740 $425K
Revisor Wealth Management LLC 0.27% Reduce -22.1% 739 $424K
Arcadia Investment Management Corp. 0.07% Add +28.6% 737 $423K
Louisbourg Investments Inc. 0.11% Reduce -34.7% 736 $422K
Bull Oak Capital, LLC 0.24% Add +90.4% 735 $422K
Focused Wealth Management, Inc 0.06% Add +0.1% 734 $421K
Kaye Capital Management 0.17% Add +3.7% 732 $420K
Seascape Capital Management 0.15% Add +0.3% 728 $418K
Gray Wealth Management Inc. 0.16% Add +27.5% 727 $417K
Hobbs Group Advisors, LLC 0.15% Add +0.1% 725 $416K
Parkwoods Wealth Partners, LLC 0.34% — 723 $415K
Cedar Wealth Management, LLC 0.13% No change 721 $414K
David Kennon Inc 0.16% No change 721 $414K
Level Financial Advisors 0.16% Add +40.9% 720 $413K
Clark Asset Management, LLC 0.09% Reduce -6.8% 718 $412K
Pacific Sun Financial Corp 0.23% No change 717 $412K
Pring Turner Capital Group Inc. 0.26% Add +0.6% 715 $410K
Vickerman Investment Advisors, Inc. 0.12% Reduce -0.4% 715 $410K
Western Pacific Wealth Management, LP 0.27% No change 714 $410K
Financial Life Advisors 0.15% Reduce -0.8% 713 $409K
Banco BTG Pactual S.A. 0.11% Add +77.8% 713 $409K
Centennial Wealth Advisory LLC 0.16% Add +5.6% 713 $409K
Regimen Wealth, LLC 0.13% Add +0.3% 712 $409K
SilverOak Wealth Management LLC 0.09% Reduce -0.6% 711 $408K
Atwater Malick LLC 0.13% Add +0.6% 710 $407K
Matisse Capital 0.20% Add +0.3% 710 $407K
Boston Standard Wealth Management, LLC 0.08% Add +0.3% 706 $405K
Ahl Investment Management, Inc. 0.28% No change 705 $405K
Presilium Private Wealth, LLC 0.09% No change 705 $405K
Eagle Harbor Asset Management Inc. 0.40% No change 704 $404K
Kensington Investment Counsel, LLC 0.17% Add +2.9% 703 $404K
Applied Capital LLC 0.21% Add +6.0% 703 $403K
Garrison Asset Management, LLC 0.20% Reduce -2.8% 702 $403K
Colonial River Investments, LLC 0.20% Reduce -10.4% 701 $402K
Goldstein Advisors, LLC 0.06% Add +1.9% 700 $402K
Strong Tower Advisory Services 0.11% Add +0.1% 700 $402K
Decatur Capital Management, Inc. 0.18% No change 700 $402K
AF Advisors, Inc. 0.06% No change 700 $402K
Pflug Koory, LLC 0.03% — 700 $402K
Rogco, LP 0.16% No change 699 $401K
Discovery Capital Management, LLC / CT 0.05% New 699 $401K
Topel & Distasi Wealth Management, LLC 0.17% Reduce -13.5% 697 $400K
Ade, LLC 0.25% Add +0.4% 696 $399K
Vawter Financial, Ltd. 0.24% No change 696 $399K
Up Strategic Wealth Investment Advisors LLC 0.45% No change 695 $399K
Lester Murray Antman dba SimplyRich 0.11% Reduce -27.1% 694 $398K
Colton Groome Financial Advisors, LLC 0.15% Reduce -7.6% 690 $396K
Hill Investment Group Partners, LLC 0.06% No change 725 $395K
Luts & Greenleigh Group, Inc. 0.38% Add +29.6% 688 $395K
Brooklyn FI, LLC 0.14% Add +6.7% 687 $394K
True Vision MN LLC 0.24% Add +1.6% 685 $394K
Cookson Peirce & Co. Inc. 0.02% Add +15.7% 687 $394K
Coho Partners, Ltd. 0.01% Reduce -94.0% 687 $394K
Beck Mack & Oliver LLC 0.01% Add +45.2% 687 $394K
Hoey Investments, Inc. 0.08% No change 724 $394K
Advus Financial Partners, LLC 0.11% Reduce -10.9% 685 $393K
Quad-Cities Investment Group, LLC 0.20% Add +0.6% 684 $393K
Gill Capital Partners, LLC 0.14% No change 682 $391K
Oak Asset Management, LLC 0.14% Add +0.9% 681 $391K
Eagle Ridge Investment Management 0.03% New 678 $389K
Great Point Wealth Advisors, LLC 0.08% No change 675 $387K
Burford Brothers, Inc. 0.20% No change 672 $386K
Miller Wealth Advisors, LLC 0.21% Add +0.3% 662 $385K
FWG Investments, LLC. 0.33% Add +10.5% 671 $385K
NovaPoint Capital, LLC 0.12% Add +0.1% 668 $383K
SWS Partners 0.12% Reduce -22.8% 668 $383K
Meadow Creek Wealth Advisors LLC 0.30% Add +0.1% 667 $383K
Quest Investment Management LLC 0.04% No change 666 $382K
Legacy Bridge, LLC 0.21% No change 665 $382K
Cutler Capital Management, LLC 0.17% Add +0.3% 661 $379K
New Harbor Financial Group, LLC 0.11% Reduce -65.3% 659 $378K
swisspartners Advisors Ltd 0.35% No change 777 $377K
Global Wealth Strategies & Associates 0.12% Add +29.8% 657 $377K
Client 1ST Advisory Group, LLC 0.15% Add +1.7% 655 $376K
Partnership Wealth Management, LLC 0.27% Reduce -40.8% 654 $375K
CPR Investments Inc. 0.35% New 654 $375K
Sugar Maple Asset Management, LLC 0.33% No change 653 $375K
Anchor Capital Advisors LLC 0.01% No change 653 $375K
Axos Invest Inc. 0.26% — 652 $374K
Ramirez Asset Management, Inc. 0.07% Add +8.3% 650 $373K
Kimelman & Baird, LLC 0.03% No change 649 $372K
Cascade Investment Advisors, Inc. 0.24% Add +2.5% 647 $371K
Sonoma Private Wealth LLC 0.58% Reduce -16.5% 646 $371K
ShankerValleau Wealth Advisors, Inc. 0.13% No change 646 $371K
Templeton & Phillips Capital Management, LLC 0.29% No change 645 $370K
Eliot Finkel Investment Counsel, LLC 0.23% No change 645 $370K
DLK Investment Management, LLC 0.14% Add +35.1% 643 $369K
Creative Capital Management Investments LLC 0.15% No change 642 $368K
Total Wealth Planning, LLC 0.06% Reduce -44.6% 642 $368K
M&R Capital Management Inc. 0.08% Add +13.1% 640 $367K
Versant Capital Management, Inc 0.08% No change 640 $367K
Reston Wealth Management LLC 0.13% Add +0.5% 636 $365K
Dudley Capital Management, LLC 0.19% No change 635 $364K
Greenwood Gearhart LLC 0.03% Reduce -25.1% 635 $364K
Beckerman Institutional, LLC 0.31% — 634 $364K
CCM Investment Advisers LLC 0.04% Reduce -1.3% 634 $364K
Strategic Investment Solutions, Inc. 0.11% Add +2.9% 632 $363K
Peninsula Wealth, LLC 0.06% No change 623 $363K
Schmidt P J Investment Management Inc. 0.06% New 632 $363K
Unique Wealth Strategies, LLC 0.16% Add +1.0% 631 $362K
Parcion Private Wealth LLC 0.03% Reduce -40.0% 631 $362K
CKW Financial Group 0.04% Add +0.5% 634 $361K
First National Advisers, LLC 0.06% Reduce -3.1% 627 $360K
O'Brien Greene & Co. Inc 0.11% Add +19.2% 626 $359K
Berry Wealth Group, LP 0.26% Add +9.3% 626 $359K
Hayek Kallen Investment Management 0.13% Add +0.3% 626 $359K
Planning Directions Inc. 0.21% Add +0.2% 625 $358K
Knightsbridge Asset Management, LLC 0.08% Add +3.5% 623 $357K
EFG Asset Management (Americas) Corp. 0.07% Reduce -7.0% 622 $357K
HRC Wealth Management, LLC 0.23% Reduce -0.5% 618 $355K
Carson Advisory Inc. 0.22% Add +1.3% 618 $355K
Partners in Financial Planning 0.07% Add +0.2% 616 $354K
Corepath Wealth Partners LLC 0.34% New 605 $354K
Alexander Randolph Advisory, Inc. 0.31% No change 615 $353K
Crescent Sterling, Ltd. 0.34% No change 615 $353K
New England Professional Planning Group Inc. 0.17% Reduce -15.9% 615 $353K
Walker Financial Services, Inc. 0.24% Add +3.4% 615 $353K
Moseley Investment Management Inc. 0.14% Reduce -3.9% 614 $352K
Briaud Financial Planning Inc 0.18% No change 615 $352K
Sargent Investment Group, LLC 0.06% Add +58.1% 612 $351K
Mayfair Advisory Group, LLC 0.22% Reduce -10.3% 612 $350K
Global Wealth Management Investment Advisory, Inc. 0.08% Add +2.0% 610 $350K
Lakeshore Financial Planning, Inc. 0.15% Reduce -1.8% 609 $349K
Brown Wealth Management, LLC 0.13% Reduce -5.9% 608 $349K
Uhlmann Price Securities, LLC 0.28% — 607 $349K
Southland Equity Partners LLC 0.08% Add +11.2% 607 $348K
Atlas Wealth Partners, LLC 0.53% Add +21.6% 607 $348K
Robinswood Financial LLC 0.13% Reduce -26.9% 606 $348K
Monument Group Wealth Advisors, LLC 0.21% No change 606 $348K
Mendel Capital Management LLC 0.21% No change 606 $348K
Dodds Wealth, LLC 0.12% Reduce -0.3% 602 $347K
Rothschild Wealth LLC 0.10% Reduce -80.4% 3,788 $346K
Anson Capital, Inc. 0.31% Reduce -1.0% 602 $345K
Delta Wealth Advisors LLC 0.33% New 601 $345K
Crane Advisory, LLC 0.06% No change 600 $344K
RVW Wealth, LLC 0.03% Add +3.8% 597 $343K
Pine Harbor Wealth Management, LLC 0.17% Reduce -23.0% 595 $342K
CBIZ Investment Advisory Services, LLC 0.02% No change 593 $342K
Thompson Davis & Co., Inc. 0.25% Reduce -6.7% 595 $341K
Tilia Fiduciary Partners, Inc. 0.24% New 593 $340K
Higgins & Schmidt Wealth Strategies LLC 0.22% Reduce -5.0% 591 $339K
Meridian Wealth Partners, LLC 0.05% Reduce -4.8% 590 $338K
Maltin Wealth Management, Inc. 0.16% Add +0.3% 590 $338K
Harfst & Associates, Inc. 0.08% Add +22.0% 588 $337K
Shepherd Kaplan Krochuk, LLC 0.25% New 587 $337K
Fonville Wealth Management LLC 0.12% Add +29.4% 585 $336K
Cardinal Capital Management 0.05% Add +0.3% 583 $336K
Northwest Wealth Management, LLC 0.08% New 584 $335K
Stonekeep Investments, LLC 0.26% No change 582 $334K
HFG Wealth Management, LLC 0.21% No change 612 $333K
IAG Wealth Partners, LLC 0.06% Add +7.8% 581 $333K
Brown Financial Advisory 0.23% No change 579 $332K
Sound Stewardship, LLC 0.19% Add +5.1% 579 $332K
Astoria Strategic Wealth, Inc. 0.10% Add +0.5% 578 $332K
Crumly & Associates Inc. 0.09% Reduce -0.7% 574 $329K
Redmond Asset Management, LLC 0.10% Reduce -2.0% 574 $329K
Strategic Financial Partners, Ltd. 0.17% No change 572 $328K
KilterHowling LLC 0.21% Reduce -2.1% 569 $326K
Provident Wealth Management, LLC 0.11% No change 567 $325K
Advisors Management Group Inc. 0.08% Reduce -0.5% 567 $325K
Walled Lake Planning & Wealth Management, LLC 0.12% Reduce -28.8% 566 $325K
Pinnacle Holdings, LLC 0.14% New 565 $324K
Boston Common Asset Management, LLC 0.01% Add +0.2% 565 $324K
Detalus Advisors, LLC 0.11% New 564 $324K
Cidel Asset Management Inc. 0.02% New 562 $322K
Strategic Advocates LLC 0.12% Reduce -1.6% 561 $322K
Financial Strategies Group, Inc. 0.08% Reduce -20.4% 551 $322K
Lynch & Associates 0.07% Add +0.2% 561 $322K
Acas, LLC 0.26% No change 559 $321K
Sweet Financial Partners, LLC 0.07% Add +0.9% 558 $320K
Piscataqua Savings Bank 0.27% No change 557 $320K
Maiden Cove Capital, LLC 0.50% Add +5.5% 557 $319K
Trellis Wealth Advisors LLC 0.16% No change 556 $319K
Tenret Co LLC 0.20% New 551 $316K
Valley Forge Investment Consultants Inc. Adv 0.11% Reduce -14.9% 547 $314K
Disciplined Equity Management, Inc. 0.20% No change 546 $313K
Scissortail Wealth Management, LLC 0.08% New 4 $313K
LifePro Asset Management 0.19% Add +3.8% 545 $313K
Wealthgarden F.S. LLC 0.30% Reduce -2.3% 543 $312K
Kingfisher Capital LLC 0.07% Add +0.2% 542 $311K
Baugh & Associates, LLC 0.16% Add +19.5% 643 $309K
Cox Capital Mgt LLC 0.18% New 537 $308K
Straight Path Wealth Management 0.13% Reduce -35.5% 536 $308K
PCA Investment Advisory Services Inc. 0.14% Add +30.8% 535 $307K
PYA Waltman Capital, LLC 0.10% No change 535 $307K
Cornerstone Management, Inc. 0.06% Add +0.9% 533 $306K
Twelve Points Wealth Management LLC 0.10% Add +12.5% 532 $305K
Sunburst Financial Group, LLC 0.08% Reduce -5.0% 532 $305K
First Pacific Financial 0.07% Reduce -14.8% 530 $304K
Spectrum Planning & Advisory Services Inc. 0.29% Add +13.5% 530 $304K
Security National Bank of Sioux City Iowa 0.19% No change 530 $304K
Lauterbach Financial Advisors, LLC 0.18% No change 530 $304K
Petra Financial Advisors Inc. 0.20% No change 528 $303K
United Bank 0.14% Reduce -1.7% 528 $303K
Oak Family Advisors, LLC 0.11% No change 522 $300K
National Wealth Management Group, LLC 0.20% Reduce -12.4% 522 $300K
Mechanics Financial Corp 0.13% No change 521 $299K
Future Financial Wealth Managment LLC 0.21% Reduce -0.6% 520 $298K
Dechtman Wealth Management, LLC 0.06% Add +0.4% 518 $297K
Symphony Financial Services, Inc. 0.25% New 517 $297K
Community Bank of Raymore 0.22% Reduce -7.7% 515 $295K
Worth Asset Management, LLC 0.16% No change 514 $295K
Prairie Wealth Advisors, Inc. 0.15% New 513 $295K
Piedmont Capital Management, LLC 0.18% Reduce -31.8% 503 $294K
Schulz Wealth, LTD. 0.23% No change 510 $293K
Johnson Bixby & Associates, LLC 0.04% Add +6.3% 510 $292K
Flynn Zito Capital Management, LLC 0.14% Reduce -1.0% 510 $292K
Phillips Wealth Planners LLC 0.28% Reduce -4.0% 500 $291K
Independent Solutions Wealth Management, LLC 0.07% Add +1.6% 507 $291K
Stillwater Capital Advisors, LLC 0.04% New 507 $291K
Richardson Capital Management LLC 0.20% Add +0.4% 506 $290K
Aquire Wealth Advisors, LLC 0.09% New 505 $290K
Boomfish Wealth Group, LLC 0.18% Add +1.6% 504 $289K
Court Place Advisors, LLC 0.08% Reduce -26.9% 504 $289K
Vantage Investment Partners, LLC 0.02% Add +2.0% 504 $289K
Kings Path Partners LLC 0.12% Add +1912.0% 503 $289K
Koa Wealth Management, LLC 0.22% Reduce -1.9% 503 $289K
Insight Folios Inc 0.10% Reduce -4.4% 502 $288K
DF Dent & Co. Inc. 0.00% No change 502 $288K
Almitas Capital LLC 0.10% New 500 $287K
Mustard Seed Financial, LLC 0.24% Add +0.8% 499 $286K
Phraction Management LLC 0.11% No change 499 $286K
EnRich Financial Partners LLC 0.10% Reduce -0.6% 498 $286K
CMC Financial Group 0.42% New 497 $285K
West Wealth Group, LLC 0.09% Add +0.4% 496 $285K
ShoreHaven Wealth Partners, LLC 0.14% New 495 $284K
Gray Private Wealth, LLC 0.17% No change 494 $283K
Clear Investment Research, LLC 0.37% Add +6.5% 493 $283K
Moulton Wealth Management, Inc. 0.24% Add +0.2% 492 $282K
Petix & Botte Co 0.07% Reduce -14.0% 490 $281K
Robbins Farley 0.14% Reduce -40.5% 490 $281K
Teamwork Financial Advisors, LLC 0.04% Add +12.9% 489 $281K
RMR Capital Management, LLC 0.24% No change 489 $281K
Viawealth, LLC 0.16% No change 489 $281K
Bellecapital International Ltd. 0.06% Reduce -77.7% 489 $281K
McRae Capital Management Inc. 0.05% No change 489 $281K
GFG Capital, LLC 0.11% Add +4.5% 744 $280K
Schiavi & Co LLC 0.10% No change 488 $280K
Financial Enhancement Group LLC 0.05% New 681 $279K
Somerville Kurt F 0.04% No change 486 $279K
Continental Investors Services, Inc. 0.57% Reduce -0.8% 489 $278K
Burns Matteson Capital Management, LLC 0.16% Reduce -8.3% 483 $277K
Weitzel Financial Services, Inc. 0.13% No change 486 $277K
CWC Advisors, LLC. 0.27% — 482 $277K
Wolf Hill Capital Management, LP 0.03% New 480 $275K
Integrated Capital Management, LLC 0.15% — 480 $275K
Richard P Slaughter Associates Inc 0.06% Reduce -26.9% 479 $275K
Clay Northam Wealth Management, LLC 0.19% Add +6.9% 478 $274K
Blackhill Capital Inc. 0.02% No change 478 $274K
R. W. Roge & Company, Inc. 0.15% Reduce -38.0% 478 $274K
Argent Advisors, Inc. 0.10% No change 477 $274K
KOM Wealth Management Group, LLC 0.23% No change 470 $270K
MJP Associates Inc. 0.05% Reduce -33.2% 469 $269K
Verdad Advisers, LP 0.36% New 500 $269K
Talisman Wealth Advisors LLC 0.28% Reduce -2.1% 467 $268K
Kennedy Investment Group, Inc. 0.12% Add +2.4% 461 $265K
Adapt Wealth Advisors, LLC 0.14% Add +10.8% 461 $265K
Pecaut & Co. 0.09% No change 459 $263K
Buck Wealth Strategies, LLC 0.08% Reduce -10.3% 459 $263K
Brio Consultants, LLC 0.04% No change 458 $263K
Mascoma Wealth Management LLC 0.07% No change 456 $262K
Miller Howard Investments Inc. 0.01% No change 456 $262K
Old North State Wealth Management, LLC 0.15% Reduce -0.9% 450 $261K
Diligent Investors, LLC 0.06% Add +0.7% 454 $261K
Andrew Hill Investment Advisors, Inc. 0.20% Add +3.4% 454 $261K
Everstar Asset Management, LLC 0.18% — 454 $260K
Westhampton Capital, LLC 0.13% No change 454 $260K
Regency Capital Management Inc.\DE 0.14% Add +14.4% 454 $260K
Sweeney & Michel, LLC 0.10% Add +5.2% 444 $260K
Beverly Hills Private Wealth, LLC 0.05% Add +1.6% 453 $260K
Kathmere Capital Management, LLC 0.02% No change 451 $259K
Gentry Private Wealth, LLC 0.21% No change 451 $259K
Bluesphere Advisors LLC 0.13% Reduce -36.2% 451 $259K
Altman Advisors, Inc. 0.12% New 450 $258K
Schulhoff & Co. Inc. 0.11% No change 450 $258K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +0.2% 449 $258K
Poehling Capital Management, INC. 0.07% No change 447 $256K
44 Wealth Management LLC 0.09% — 443 $256K
Caldwell Sutter Capital, Inc. 0.12% Reduce -2.6% 445 $255K
Pachira Investments Inc. 0.20% Add +6.0% 442 $254K
Kestra Investment Management, LLC 0.01% New 436 $250K
Hamilton Wealth, LLC 0.06% Reduce -18.5% 435 $250K
Cornerstone Investment Partners, LLC 0.01% New 435 $250K
Strategic Planning Group, LLC 0.05% Add +0.2% 434 $249K
Riversedge Advisors, LLC 0.06% Add +0.2% 432 $248K
Cedar Mountain Advisors, LLC 0.06% Reduce -21.7% 430 $247K
Bay Harbor Wealth Management, LLC 0.08% No change 430 $247K
Signature Wealth Management Group 0.10% No change 429 $246K
Whitener Capital Management, Inc. 0.07% Reduce -4.5% 429 $246K
Fort Pitt Capital Group, LLC 0.01% Reduce -12.1% 428 $246K
M. Kraus & Co 0.07% No change 426 $244K
Arcataur Capital Management LLC 0.08% No change 423 $243K
Biondo Investment Advisors, LLC 0.03% No change 423 $243K
Adaptive Financial Consulting, LLC 0.10% No change 421 $242K
Skyline Advisors, Inc. 0.10% New 421 $241K
Trust Co of Kansas 0.12% Reduce -18.0% 420 $241K
Barnett & Company, Inc. 0.16% No change 420 $241K
Southern Capital Advisors, LLC 0.14% Reduce -0.5% 420 $241K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 415 $239K
Heritage Family Offices, LLP 0.12% Reduce -11.9% 416 $239K
Koesten, Hirschmann & Crabtree, INC. 0.14% Reduce -12.7% 414 $238K
Mill Capital Management, LLC 0.02% New 414 $238K
Coston, McIsaac & Partners 0.07% Add +0.7% 413 $237K
Hoge Financial Services, LLC 0.18% Reduce -1.4% 413 $237K
Spectrum Investment Advisors, Inc. 0.16% No change 409 $235K
New Perspectives, Inc 0.13% No change 409 $235K
WESPAC Advisors SoCal, LLC 0.05% Reduce -12.5% 406 $233K
Synergy Financial Group, LTD 0.22% New 406 $233K
Panoramic Investment Advisors, LLC 0.16% — 406 $233K
Red Mountain Financial, LLC 0.25% Reduce -19.3% 406 $233K
Durante & Waters, LLC 0.20% No change 405 $232K
Marietta Investment Partners LLC 0.05% No change 404 $232K
Fox Hill Wealth Management 0.13% New 404 $232K
Sterling Group Wealth Management, LLC 0.12% No change 403 $231K
Avalon Advisory Group 0.10% No change 403 $231K
First Bank & Trust 0.04% No change 402 $231K
Thompson Investment Management, Inc. 0.03% No change 402 $231K
Murphy Pohlad Asset Management LLC 0.10% Reduce -4.7% 402 $231K
Kiely Wealth Advisory Group, Inc. 0.15% No change 385 $230K
Thomas Story & Son LLC 0.09% No change 400 $230K
Grand Jean Capital Management Inc. 0.05% No change 400 $230K
Jacobson & Schmitt Advisors, LLC 0.05% No change 400 $230K
Ballew Advisors, Inc 0.15% No change 397 $229K
Moller Wealth Partners 0.06% No change 399 $229K
Commons Capital, LLC 0.25% New 398 $228K
MainStreet Investment Advisors LLC 0.03% Reduce -40.9% 398 $228K
Melone Private Wealth, LLC 0.12% Add +0.5% 397 $228K
Cadence Wealth Management LLC 0.18% Add +7.0% 395 $227K
Kickstand Ventures, Llc. 0.06% Reduce -4.8% 393 $225K
Aviso Wealth Management 0.12% Reduce -50.6% 392 $225K
Leading Edge Financial Planning LLC 0.08% Add +5.4% 391 $224K
Bowman & Co S.C. 0.12% Add +0.3% 391 $224K
Thomas J. Herzfeld Advisors, Inc. 0.07% No change 390 $224K
Rather & Kittrell, Inc. 0.05% No change 390 $224K
Weybosset Research & Management LLC 0.08% New 388 $223K
Blake Schutter Theil Wealth Advisors, LLC 0.16% — 388 $223K
Franklin, Parlapiano, Turner & Welch, LLC 0.06% New 387 $222K
New World Advisors LLC 0.06% New 386 $221K
RiverTree Advisors, LLC 0.15% Reduce -53.5% 380 $218K
CarsonAllaria Wealth Management, Ltd. 0.12% Reduce -49.2% 376 $216K
Sykon Capital LLC 0.08% New 375 $215K
TCP Asset Management, LLC 0.05% New 375 $215K
Bey-Douglas LLC 0.19% No change 374 $215K
Peterson Wealth Advisors, LLC 0.04% New 374 $215K
Cornerstone National Bank & Trust Co 0.10% No change 372 $213K
All Season Financial Advisors, Inc. 0.18% Reduce -8.0% 370 $212K
STRS Ohio 0.00% New 370 $212K
Blume Capital Management, Inc. 0.05% No change 369 $212K
Balanced Rock Investment Advisors LLC 0.17% New 369 $212K
Compass Advisory Group LLC 0.08% Reduce -4.9% 367 $211K
Advisory Resource Group 0.04% Reduce -18.3% 367 $211K
Keyes, Stange & Wooten Wealth Management, LLC 0.12% New 366 $210K
Jump Financial, LLC 0.00% Reduce -99.9% 366 $210K
KWB Wealth 0.03% No change 383 $208K
One Wealth Advisors, LLC 0.03% New 362 $208K
Strengthening Families & Communities, LLC 0.05% Add +18.3% 362 $208K
Capstone Wealth Management Group, LLC 0.12% Reduce -2.7% 362 $208K
Uncommon Cents Investing LLC 0.06% New 361 $207K
Arcadia Wealth Management, LLC 0.11% Reduce -76.3% 360 $207K
Vestmark Advisory Solutions, Inc. 0.01% New 359 $206K
Fusion Capital, LLC 0.09% New 359 $206K
Benson Investment Management Company, Inc. 0.08% New 357 $205K
HBC Financial Services, PLLC 0.12% Add +35.4% 352 $204K
Financial Connections Group, Inc. 0.10% No change 357 $204K
Private Wealth Management Group, LLC 0.08% Reduce -1.4% 355 $204K
Pinion Investment Advisors, LLC 0.09% Reduce -12.1% 355 $203K
Overbrook Management Corp 0.05% Reduce -5.3% 354 $203K
Davidson Investment Advisors 0.01% New 353 $203K
VitalStone Financial, LLC 0.14% Add +91.8% 353 $203K
Broadview Financial Management, LLC 0.14% Reduce -5.1% 352 $202K
Hyperion Capital Advisors LP 0.09% New 352 $202K
Sterling Investment Management, LLC 0.15% New 350 $201K
Kraematon Investment Advisors, Inc. 0.20% New 349 $201K
Valued Retirements, Inc. 0.28% New 349 $200K
Gleason Group, Inc. 0.04% No change 349 $200K
Choice Wealth Advisors LLC 0.10% New 349 $200K
Keener Financial Planning LLC 0.13% No change 340 $195K
PFS Partners, LLC 0.11% Reduce -2.9% 330 $190K
BNP Paribas 0.01% No change 330 $189K
Claris Advisors, LLC / Mo / 0.08% New 328 $188K
Highline Wealth Partners LLC 0.06% Reduce -30.1% 327 $188K
Cyrus J. Lawrence, LLC 0.04% Reduce -78.1% 325 $186K
Field & Main Bank 0.06% No change 312 $179K
Chelsea Counsel Co. 0.09% No change 310 $178K
Astor Investment Management LLC 0.09% Reduce -11.4% 310 $178K
Jag Capital Management, LLC 0.02% No change 305 $175K
JCIC Asset Management Inc. 0.07% No change 305 $175K
Financial Freedom, LLC 0.09% No change 297 $170K
Westend Capital Management, LLC 0.06% New 294 $169K
Alpha DNA Investment Management LLC 0.09% Reduce -10.3% 280 $161K
William B. Walkup & Associates, Inc. 0.10% No change 280 $161K
WFA Asset Management Corp 0.08% Reduce -16.3% 272 $156K
Avion Wealth 0.04% Add +7.1% 271 $155K
Denver PWM, LLC 0.06% Add +0.4% 270 $155K
Stephens Consulting, LLC 0.04% Reduce -0.4% 269 $154K
Abich Financial Wealth Management LLC 0.33% Reduce -72.1% 259 $149K
Ascentis Wealth Management, LLC 0.05% — 246 $141K
RE Dickinson Investment Advisors, LLC 0.08% No change 241 $138K
Loomis Sayles & Co. L P 0.00% Add +55.2% 239 $137K
Ridgewood Investments LLC 0.07% Reduce -12.0% 235 $135K
Goodman Advisory Group, LLC 0.04% Add +10.9% 233 $134K
Dagco, Inc. 0.05% No change 232 $133K
Pacifica Partners Inc. 0.05% Reduce -8.0% 231 $133K
ZynergyRetirementPlanningLLC 0.09% Add +4.6% 229 $131K
Legacies Wealth LLC 0.10% No change 227 $130K
China Universal Asset Management Co., Ltd. 0.01% New 220 $127K
Cadent Capital Advisors, LLC 0.04% Add +0.5% 218 $125K
Horizon Bancorp Inc. 0.06% No change 213 $122K
Mendota Financial Group, LLC 0.06% No change 212 $122K
Standard Family Office LLC 0.15% No change 210 $120K
Donald L. Hagan, LLC 0.06% New 203 $116K
Contravisory Investment Management, Inc. 0.02% Add +5.2% 202 $116K
Brown Shipley& Co Ltd 0.06% No change 202 $116K
Shay Capital LLC 0.03% Reduce -95.0% 200 $115K
Financial Network Wealth Advisors LLC 0.09% Reduce -92.1% 190 $109K
Horrell Capital Management, Inc. 0.03% No change 190 $109K
McClarren Financial Advisors, Inc. 0.01% Add +5.3% 573 $109K
Corecam Pte. Ltd. 0.07% No change 182 $105K
Financial Gravity Companies, Inc. 0.03% — 179 $103K
Citizens National Bank Trust Department 0.02% No change 178 $102K
Evolution Advisers, Inc. 0.06% No change 179 $102K
Perkins Coie Trust Co 0.02% No change 169 $97K
Tradewinds Capital Management, LLC 0.03% No change 168 $96K
Sanctuary Wealth Management, L.L.C. 0.07% Add +64.7% 168 $96K
True Wealth Design, LLC 0.04% No change 164 $94K
Milestone Investment Advisors LLC 0.02% Reduce -3.8% 152 $87K
Birchbrook, Inc. 0.05% Reduce -65.5% 147 $85K
Prestige Wealth Management Group LLC 0.02% Add +10.7% 145 $83K
Copley Financial Group, Inc. 0.08% — 145 $83K
Values First Advisors, Inc. 0.04% New 144 $83K
Family CFO Inc 0.05% New 141 $81K
Clearstead Trust, LLC 0.02% Reduce -2.8% 137 $79K
Creekmur Asset Management LLC 0.02% Reduce -10.0% 135 $77K
Peterson Financial Group, Inc. 0.30% New 134 $77K
Washington Growth Strategies LLC 2.87% — 43,146 $75K
Transamerica Financial Advisors, LLC 0.01% Add +15.0% 130 $75K
Stuart Chaussee & Associates, Inc. 0.02% No change 130 $75K
Carmichael Hill & Associates, Inc. 0.03% No change 128 $74K
MilWealth Group LLC 0.02% Reduce -5.2% 127 $73K
Christopher J. Hasenberg, Inc 0.03% New 124 $71K
New Millennium Group LLC 0.05% No change 124 $71K
Studio Investment Management LLC 0.01% No change 121 $70K
Fairway Wealth LLC 0.04% New 120 $69K
VELA Investment Management, LLC 0.02% New 120 $69K
Dynamic Wealth Strategies, LLC 0.06% No change 119 $68K
Bank & Trust Co 0.06% No change 118 $68K
Legacy Investment Solutions, LLC 0.04% — 111 $66K
Legacy Wealth Managment, LLC 0.04% — 111 $66K
Hartford Financial Management Inc. 0.01% No change 115 $66K
Arcadia Investment Advisors LLC 0.03% No change 111 $64K
Northwest Bank & Trust Co 0.04% No change 100 $57K
Skylands Capital, LLC 0.01% No change 100 $57K
New England Capital Financial Advisors LLC 0.03% Add +5.8% 91 $52K
REAP Financial Group, LLC 0.01% Add +12.3% 91 $52K
WFA of San Diego, LLC 0.04% No change 87 $50K
Fairfield Financial Advisors, LTD 0.02% No change 85 $49K
Vermillion & White Wealth Management Group, LLC 0.04% No change 83 $48K
Essex Investment Management Co. LLC 0.01% No change 81 $46K
Transcendent Capital Group LLC 0.02% No change 81 $46K
Riverview Trust Co 0.04% No change 80 $46K
FWL Investment Management, LLC 0.02% Reduce -22.7% 75 $43K
FPC Investment Advisory, Inc. 0.04% No change 75 $43K
Kessler Investment Group, LLC 0.02% No change 73 $42K
Elequin Capital, LP 0.09% Reduce -78.7% 70 $40K
Evergreen Private Wealth LLC 0.02% No change 68 $39K
Legend Financial Advisors, Inc. 0.03% Reduce -26.7% 66 $38K
Carolina Wealth Advisors, LLC 0.02% No change 61 $35K
CGC Financial Services, LLC 0.01% No change 60 $34K
Mb, Levis & Associates, LLC 0.01% No change 53 $30K
Broadwater Capital Management LLC 0.02% No change 50 $29K
Game Plan Financial Advisors, LLC 0.02% No change 50 $29K
Dogwood Wealth Management LLC 0.01% Reduce -33.3% 40 $23K
DB Fitzpatrick & Co, Inc 0.02% No change 39 $22K
Sawyer & Company, Inc 0.01% New 38 $22K
Delos Wealth Advisors, LLC 0.02% New 34 $20K
Fairscale Capital, LLC 0.02% No change 33 $19K
Covestor Ltd 0.01% Add +18.5% 32 $19K
Valued Wealth Advisors LLC 0.01% Add +6.7% 32 $19K
Advantage Trust Co 0.01% No change 31 $18K
Cypress Capital Management LLC (WY) 0.02% No change 30 $17K
DecisionPoint Financial, LLC 0.00% No change 24 $14K
Capco Asset Management, LLC 0.00% Add +15.8% 22 $13K
Gould Capital, LLC 0.01% No change 20 $11K
Nisa Investment Advisors, LLC 0.00% No change 15 $9K
Eukles Asset Management 0.00% No change 13 $7K
PayPay Securities Corp 0.56% Reduce -52.2% 11 $6K
IFS Advisors, LLC 0.01% No change 11 $6K
GS Investments, Inc. 0.00% No change 8 $5K
Horizons Wealth Management 0.00% No change 7 $4K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
ARK Investment Management 0.00% Reduce -81.3% 3 $2K
1620 Investment Advisors, Inc. 0.00% Add +36.7% 41 $1K
Equitec Proprietary Markets, LLC 0.01% Reduce -100.0% 2 $1K

"% 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.