SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q4 2024 (December 31)
4,235holders +433
165new positions
95sold out
15famous investors
$583.51avg. 13F price*

At the end of Q4 2024, 4,235 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, up 433 from Q3 2024. 165 opened new positions and 95 sold out. The largest holders were JPMorgan Chase & Co. ($31.2B), Morgan Stanley ($19.5B) and Goldman Sachs Group Inc. ($18.9B). 15 famous investors held it, including Ray Dalio (22.1% of Bridgewater Associates's portfolio), Joel Greenblatt (13.2% of Gotham Asset Management's portfolio) and David E. Shaw (4.7% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
SPDR S&P 500 ETF TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions165$4.8B
Exits95$3.3B

All 13F filers, Q3 2024 → Q4 2024: 62,472,331 shares bought and 55,999,145 shares sold, net +6,473,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,235 holders

JPMorgan Chase & Co. 2.47% Reduce -6.2% 53,187,113 $31.2B
Morgan Stanley 1.37% Reduce -6.4% 33,341,278 $19.5B
Goldman Sachs Group Inc. 3.63% Reduce -2.6% 32,272,300 $18.9B
Bank of America Corp. 1.62% Add +0.8% 29,815,406 $17.5B
Capula Management Ltd 72.59% Add +91.0% 18,108,453 $10.6B
Susquehanna International Group, LLP 15.01% Reduce -6.5% 17,132,926 $10.0B
Northern Trust Corp. 1.12% Add +0.5% 13,483,741 $7.9B
Wells Fargo & Company 1.83% Add +21.8% 12,980,171 $7.6B
UBS Group AG 1.31% Add +17.0% 9,976,397 $5.8B
Bank of Montreal 2.78% Reduce -2.1% 9,479,300 $5.6B
Royal Bank of Canada 1.17% Reduce -25.0% 9,257,496 $5.4B
LPL Financial LLC 2.13% Add +4.6% 8,947,714 $5.2B
Bridgewater Associates 22.12% Add +883.6% 8,232,049 $4.8B
HRT Financial LP 21.07% Reduce -17.7% 6,954,306 $4.1B
D. E. Shaw & Co. 4.71% Add +1260.7% 6,778,781 $4.0B
TD Asset Management Inc 3.39% Reduce -2.5% 6,531,721 $3.8B
Qube Research & Technologies Ltd 5.22% Reduce -8.0% 5,448,689 $3.2B
Northwestern Mutual Wealth Management Co. 2.67% Add +1.5% 5,396,952 $3.2B
Jane Street Group, LLC 4.94% Add +2.3% 5,224,841 $3.1B
Raymond James Financial Inc. 1.11% — 5,140,280 $3.0B
US Bancorp \de 3.45% Reduce -1.1% 4,494,391 $2.6B
PNC Financial Services Group, Inc. 1.64% Reduce -0.9% 4,176,981 $2.4B
BNP Paribas Financial Markets 1.89% Add +230.5% 4,131,178 $2.4B
FMR LLC 0.14% Reduce -0.5% 4,041,056 $2.4B
Barclays PLC 1.04% Reduce -27.0% 3,598,159 $2.1B
Healthcare of Ontario Pension Plan Trust Fund 4.43% Reduce -11.6% 3,507,047 $2.1B
Ameriprise Financial Inc. 0.51% Add +5.8% 3,383,000 $2.0B
Mackenzie Financial Corp. 2.69% Add +8.6% 3,368,985 $2.0B
Cresset Asset Management, LLC 9.47% Reduce -0.9% 3,338,943 $2.0B
Bank of New York Mellon Corp 0.36% Reduce -0.6% 3,348,279 $2.0B
Truist Financial Corp. 3.05% Reduce -1.2% 3,314,168 $1.9B
Silicon Valley Community Foundation 93.62% Reduce -4.8% 3,135,088 $1.8B
Creative Planning 1.68% Reduce -1.2% 2,941,899 $1.7B
Envestnet Asset Management Inc. 0.51% Reduce -0.6% 2,732,956 $1.6B
Alberta Investment Management Corp 11.18% Add +77.5% 2,720,151 $1.6B
Lido Advisors, LLC 10.04% Add +27.8% 2,707,278 $1.6B
Schonfeld Strategic Advisors LLC 9.72% Reduce -8.5% 2,628,891 $1.5B
National Mutual Insurance Federation of Agricultural Cooperatives 13.14% No change 2,617,832 $1.5B
Rockefeller Capital Management L.P. 3.75% Add +0.0% 2,473,683 $1.4B
HSBC Holdings PLC 0.89% Add +173.6% 2,445,989 $1.4B
Squarepoint Ops LLC 3.69% New 2,432,087 $1.4B
Pathstone Holdings, LLC 6.22% Add +1.4% 2,398,082 $1.4B
Gotham Asset Management 13.25% Add +28.3% 2,384,018 $1.4B
Bank of Nova Scotia 2.43% Add +0.7% 2,354,951 $1.4B
Canada Pension Plan Investment Board 1.25% No change 2,237,000 $1.3B
State of Michigan Retirement System 6.60% Reduce -31.8% 2,164,640 $1.3B
Commonwealth Equity Services, LLC 1.73% Add +1.5% 2,016,362 $1.2B
Cerity Partners LLC 2.55% Reduce -1.3% 2,206,917 $1.2B
Sumitomo Mitsui Financial Group, Inc. 15.40% Add +419.1% 1,965,758 $1.2B
HighTower Advisors, LLC 1.52% Add +2.9% 1,898,458 $1.1B
Old Mission Capital LLC 25.25% Add +145.5% 1,850,800 $1.1B
Clal Insurance Enterprises Holdings Ltd 9.61% Add +2.9% 1,814,489 $1.1B
Citadel Advisors 0.94% Reduce -55.1% 1,706,118 $999.9M
Bank Julius Baer & Co. Ltd, Zurich 3.06% Add +10.8% 1,531,667 $990.2M
BlackRock, Inc. 0.02% Add +25.8% 1,666,757 $976.9M
Stifel Financial Corp. 0.96% Add +2.6% 1,564,290 $916.8M
Freedom Together Foundation 92.33% Add +36.6% 1,418,000 $831.1M
Manufacturers Life Insurance Company, The 0.70% Reduce -2.6% 1,357,825 $795.8M
State Street Corp. 0.03% Reduce -5.6% 1,343,261 $789.9M
Analyst IMS Investment Management Services Ltd. 28.82% Reduce -0.6% 1,343,814 $787.6M
Cetera Investment Advisers 1.60% Add +0.2% 1,304,440 $764.5M
Mariner, LLC 1.26% Add +3.2% 1,284,758 $753.1M
Cibc World Markets Corp. 4.38% Reduce -1.7% 1,270,413 $744.6M
Norinchukin Bank, The 15.27% Reduce -21.1% 1,233,000 $722.6M
Trust Asset Management LLC 55.65% No change 1,214,760 $711.9M
Cohen Klingenstein LLC 23.89% Add +68.8% 1,191,656 $698.4M
Nissay Asset Management Corp. /Japan 4.23% No change 1,164,154 $692.7M
Jefferies Financial Group Inc. 7.57% Add +2.9% 1,117,565 $655.0M
Swan Global Investments, LLC 31.05% Reduce -0.8% 1,095,810 $642.2M
Corient Private Wealth LP 1.07% Add +3.3% 1,155,800 $642.2M
Hirtle & Co., LLC 30.79% Add +3.4% 1,083,259 $634.9M
Trustees of Columbia University in the City of New York 99.12% — 1,071,799 $628.2M
CHURCHILL MANAGEMENT Corp 6.73% Reduce -11.0% 1,052,321 $616.7M
Allstate Corp. 17.77% Add +964.5% 1,029,317 $603.3M
Common Fund for Nonprofit Organizations 66.45% Reduce -3.2% 1,006,991 $590.2M
BBR Partners, LLC 40.81% Add +0.6% 997,605 $584.7M
Osaic Holdings, Inc. 1.31% Add +2.7% 996,662 $584.6M
400 Capital Management LLC 100.00% — 980,400 $574.6M
Howard Hughes Medical Institute 99.88% Reduce -11.5% 968,663 $567.7M
Alliancebernstein L.P. 0.19% Reduce -30.6% 954,118 $559.2M
Board of Trustees of The Leland Stanford Junior University 47.69% Reduce -9.8% 952,497 $558.2M
Valeo Financial Advisors, LLC 15.55% Reduce -0.7% 967,462 $556.6M
Dow Chemical Co. 94.93% Add +75.8% 925,111 $542.2M
Euclidean Capital LLC 71.30% Reduce -25.5% 896,254 $525.3M
Citigroup Inc. 0.50% Reduce -7.3% 888,917 $521.0M
Pure Financial Advisors, LLC 11.77% Add +11.5% 883,650 $517.9M
Focus Partners Wealth 1.34% Add +50.9% 874,804 $512.9M
Itau Unibanco Holding S.A. 15.86% Add +96.6% 867,765 $508.2M
Glenmede Trust Co. NA 2.53% Reduce -3.2% 844,482 $494.9M
Blair William & Co. 1.40% Add +1.8% 819,692 $480.4M
Sanders Capital, LLC 0.70% Reduce -6.8% 811,489 $475.6M
LMR Partners LLP 10.76% Add +22302.0% 804,006 $471.2M
Texas Treasury Safekeeping Trust Co. 15.52% Add +2.0% 794,302 $465.6M
Prudential Financial Inc. 0.64% Reduce -4.6% 792,498 $464.5M
Pine Ridge Advisers LLC 39.65% Add +5.6% 760,584 $445.8M
Mariner Investment Group LLC 89.36% Add +72.7% 759,678 $445.2M
Circle Wealth Management, LLC 9.41% Reduce -3.5% 750,918 $440.1M
MAI Capital Management 3.28% Add +1.7% 750,895 $440.1M
Pentwater Capital Management LP 7.58% Reduce -2.6% 750,000 $439.6M
Banco Bilbao Vizcaya Argentaria, S.A. 4.58% Add +30.8% 741,052 $435.5M
Greenfield FTC, Inc. 84.38% No change 739,455 $433.4M
Captrust Financial Advisors 1.22% Reduce -2.0% 1,029,156 $428.0M
Capstone Investment Advisors, LLC 5.41% Reduce -57.5% 729,824 $427.7M
Journey Strategic Wealth LLC 15.94% Add +0.2% 727,652 $426.5M
Members Trust Co 14.49% Reduce -2.1% 717,543 $420.5M
Akuna Securities LLC 71.31% New 697,237 $408.6M
NorthCoast Asset Management LLC 1.95% Reduce -7.5% 677,491 $397.1M
Apexium Financial, LP 23.97% Reduce -0.0% 674,021 $395.0M
Natixis 2.66% Reduce -57.3% 669,212 $392.2M
Wealth Enhancement Advisory Services, LLC 0.74% Add +5.6% 655,510 $384.2M
Meitav Investment House Ltd. 6.40% Reduce -6.6% 647,368 $379.2M
Sun Life Financial Inc. 21.06% Add +1.9% 644,174 $377.5M
MML Investors Services, LLC 1.30% Add +4.8% 644,145 $377.5M
Baird Financial Group, Inc. 0.71% Add +2.1% 634,293 $371.7M
Ieq Capital, LLC 3.56% Add +5.3% 628,660 $368.4M
Balyasny Asset Management L.P. 0.87% Add +1499.0% 628,249 $368.2M
Two Sigma Investments, LP 0.89% Reduce -27.6% 627,271 $367.6M
AMG National Trust Bank 9.99% Reduce -2.7% 615,674 $362.0M
Thrivent Financial for Lutherans 0.70% Reduce -5.3% 613,940 $360.1M
Brown Advisory Inc. 0.46% Add +6.3% 613,044 $359.3M
Caisse de depot et placement du Quebec 0.74% New 608,100 $356.4M
Jones Financial Companies LLLP 0.34% Add +15.0% 607,400 $356.0M
Wealthspire Advisors, LLC 3.41% Reduce -2.5% 586,133 $343.5M
GTS Securities LLC 16.57% Add +27.1% 580,566 $340.1M
Cambridge Investment Research Advisors, Inc. 1.14% Reduce -0.5% 579,578 $339.7M
Janney Montgomery Scott LLC 0.93% Add +1.3% 572,456 $335.5M
Deutsche Bank AG 0.13% Reduce -2.7% 571,429 $334.9M
Cibc World Market Inc. 0.76% Add +28.0% 564,960 $331.1M
Concentric Capital Strategies, LP 20.70% No change 560,000 $328.2M
CANADA LIFE ASSURANCE Co 0.57% Reduce -2.6% 559,514 $327.6M
Main Management Fund Advisors LLC 49.35% Add +2.4% 551,600 $323.3M
Private Advisor Group, LLC 1.81% Add +2.3% 549,059 $321.8M
Franklin Resources Inc. 0.09% Reduce -7.1% 547,630 $321.0M
Daido Life Insurance Co. 39.14% No change 544,324 $319.0M
NewEdge Advisors, LLC 1.90% Reduce -7.3% 658,604 $316.2M
Davis R M Inc. 6.16% Add +4.0% 538,289 $315.5M
M&T Bank Corp 1.05% Reduce -3.5% 534,193 $313.1M
CI Investments Inc. 1.18% Add +62.6% 531,788 $311.7M
Soundwatch Capital LLC 32.57% Add +0.2% 525,631 $308.1M
BIP Wealth, LLC 20.60% Add +0.0% 525,262 $307.8M
Hackensack Meridian Health, Inc. 36.48% No change 524,000 $307.1M
Mizuho Securities USA LLC 5.56% Reduce -69.0% 521,224 $305.3M
Fifth Third Bancorp 1.11% Reduce -6.0% 520,523 $305.1M
Ensign Peak Advisors, Inc 0.54% New 515,457 $302.1M
Mirae Asset Global Investments Co., Ltd. 1.22% Reduce -21.3% 511,057 $300.7M
Millennium Management 0.27% Reduce -90.8% 512,410 $300.3M
National Bank of Canada 0.39% Add +103.3% 509,097 $298.4M
Comerica Bank 1.20% Reduce -7.3% 506,662 $296.9M
Millburn Ridgefield LLC 7.41% Add +5.1% 505,317 $296.2M
Catalyst Capital Advisors LLC 6.31% Add +5.1% 505,317 $296.2M
Amundi 0.10% Reduce -0.5% 496,610 $292.7M
Walleye Trading LLC 5.71% Reduce -21.8% 494,792 $290.0M
Kestra Advisory Services, LLC 1.57% Add +3.7% 488,425 $286.3M
GR Financial Group, LLC 47.64% Reduce -0.7% 480,579 $281.7M
Verition Fund Management LLC 1.46% Reduce -49.0% 478,887 $280.7M
Passaic Partners LLC 40.45% Reduce -3.1% 475,112 $278.5M
Man Group plc 0.86% Reduce -29.7% 469,731 $275.3M
AlTi Global, Inc. 6.51% Reduce -3.2% 453,840 $269.7M
Mercer Global Advisors Inc. 0.65% Reduce -69.9% 455,161 $265.0M
SIH Partners, LLLP 18.45% New 449,418 $263.4M
Alaska Permanent Capital Management, LLC 21.61% Add +6.1% 448,931 $263.0M
Granger Management LLC 58.32% Reduce -31.8% 436,324 $256.6M
Whittier Trust Co. 3.35% Add +0.6% 433,709 $254.2M
Sculptor Capital LP 6.05% New 433,480 $254.1M
JANA Partners Management, LP 13.14% Reduce -10.4% 429,263 $251.6M
Credit Agricole S A 0.85% Add +333.8% 426,677 $250.1M
Foster Dykema Cabot & Partners, LLC 19.26% Add +0.5% 420,224 $247.1M
Trustees of Dartmouth College 72.67% Reduce -6.9% 418,800 $245.5M
CVS HEALTH Corp 99.77% Add +38.2% 397,891 $233.2M
Connable Office Inc. 24.11% Add +4.0% 397,517 $233.0M
Berkshire Money Management, Inc. 24.95% Add +0.5% 391,586 $229.5M
Aristotle Capital Management, LLC 0.44% Add +427.5% 389,102 $228.0M
Shulman DeMeo Asset Management LLC 61.33% Reduce -1.8% 387,835 $227.3M
B&D White Capital Company, LLC 38.25% Reduce -0.0% 387,316 $227.0M
EP Wealth Advisors, LLC 1.85% Reduce -8.3% 386,193 $226.3M
White Mountains Insurance Group Ltd. 52.69% No change 383,146 $224.6M
Allianz Asset Management GmbH 0.33% Reduce -33.6% 382,421 $224.1M
IMC-Chicago, LLC 6.02% Reduce -45.9% 376,682 $220.8M
DT Investment Partners, LLC 18.63% Reduce -4.7% 375,641 $220.2M
Avantax Advisory Services, Inc. 1.38% Add +2.7% 374,111 $219.3M
Sand Hill Global Advisors, LLC 9.23% Reduce -5.2% 372,011 $218.0M
Teramo Advisors, LLC 92.22% Add +4.2% 370,000 $216.8M
Brookstone Capital Management 3.12% Reduce -1.4% 366,068 $214.5M
TD Waterhouse Canada Inc. 1.69% Add +8.7% 357,209 $209.3M
Bessemer Group Inc. 0.34% Add +34.1% 356,376 $208.9M
Meiji Yasuda Life Insurance Co 3.92% No change 355,412 $208.3M
Stratos Wealth Partners, LTD. 2.97% Add +1.0% 355,010 $208.1M
Sanctuary Advisors, LLC 1.31% Reduce -3.0% 343,257 $207.7M
NorthRock Partners, LLC 6.64% Reduce -50.1% 359,434 $203.4M
CIBC Private Wealth Group LLC 0.37% Add +43.7% 344,180 $202.9M
Juniper Hill Capital Management LP 44.87% No change 345,637 $202.6M
Hollencrest Capital Management 8.13% Add +3.5% 343,899 $201.6M
Mutual Advisors, LLC 5.82% Reduce -0.7% 339,682 $201.0M
MetLife Investment Management, LLC 1.09% Add +139.8% 341,750 $200.3M
TD Private Client Wealth LLC 5.59% Reduce -2.2% 340,880 $199.8M
HBK Investments L P 4.63% New 340,000 $199.3M
Wolverine Trading, LLC 4.44% Reduce -50.3% 335,457 $197.3M
HB Wealth Management, LLC 2.02% Add +1.8% 336,564 $197.3M
Wellington Management Group LLP 0.04% Reduce -25.2% 334,686 $196.2M
Pinnacle Financial Partners Inc 3.96% Add +6.0% 335,740 $195.6M
Jacobi Capital Management LLC 14.59% Reduce -5.6% 333,253 $195.3M
First Hawaiian Bank 6.24% Reduce 0.0% 326,303 $191.2M
Cwm, LLC 0.79% Add +15.1% 325,085 $190.5M
University of Illinois Foundation 55.44% Add +8.9% 323,156 $190.0M
Howard Capital Management, LLC 2.95% Add +0.0% 323,916 $189.8M
Synovus Financial Corp. 2.38% Reduce -15.2% 319,013 $187.0M
Easterly Investment Partners LLC 14.62% Add +12.4% 317,664 $186.2M
Miller Investment Management, LP 20.37% Reduce -0.1% 317,509 $186.1M
Envestnet Portfolio Solutions, Inc. 0.61% Add +1.9% 317,504 $186.1M
Keybank National Association 0.71% Reduce -0.4% 314,668 $184.4M
PPSC Investment Service Corp 20.47% Add +2.9% 314,081 $184.1M
Belvedere Trading LLC 13.97% Reduce -19.2% 313,381 $183.7M
Tiaa Trust, National Association 0.55% Reduce -4.9% 306,314 $179.5M
Centiva Capital, LP 6.83% Add +324.8% 306,130 $179.4M
Taiyo Life Insurance Co. 14.45% No change 304,200 $178.3M
Avanda Investment Management Pte. Ltd. 55.63% Reduce -29.0% 298,255 $174.8M
ING Groep NV 1.17% Add +603.7% 296,138 $173.6M
Retirement Systems of Alabama 0.64% Reduce -3.1% 293,987 $172.3M
Diversify Advisory Services, LLC 9.50% Add +59.8% 296,604 $172.2M
Fifth Third Wealth Advisors LLC 9.25% Add +4.4% 290,857 $170.5M
State of Wyoming 21.56% Add +0.8% 288,400 $169.0M
CTC LLC 17.02% Reduce -81.7% 287,833 $168.7M
FineMark National Bank & Trust 5.82% Reduce -0.6% 284,700 $166.9M
New York Life Insurance Co. 31.47% No change 281,763 $165.1M
Sageworth Trust Co 10.09% Reduce -10.2% 278,463 $163.2M
Pacific Capital Wealth Advisors, Inc. 27.07% Add +0.7% 276,570 $162.1M
Beacon Capital Management, LLC 21.03% Add +5.4% 275,718 $161.6M
Alaska Wealth Advisors, LLC 24.77% Reduce -0.5% 271,805 $159.3M
CV Advisors LLC 55.08% Add +32.1% 270,182 $158.3M
SG Americas Securities, LLC 0.69% Reduce -92.2% 267,758 $156.9M
Peavine Capital, LLC 39.48% Reduce -13.0% 267,496 $156.8M
Main Management LLC 12.78% Reduce -1.8% 266,829 $156.4M
JMG Financial Group, Ltd. 5.22% Reduce -1.2% 261,129 $153.0M
Simon Quick Advisors, LLC 9.16% Add +0.3% 260,978 $153.0M
CSM Advisors, LLC 7.10% Add +100.0% 258,880 $151.7M
Commerce Bank 0.93% Add +1.8% 258,042 $151.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11.93% No change 257,273 $151.2M
Atria Wealth Solutions, Inc. 1.61% Add +7.6% 249,855 $146.7M
SCS Capital Management LLC 3.02% Add +23.3% 249,653 $146.3M
Edge Capital Group, LLC 6.50% Reduce -100.0% 7 $145.8M
Evolution Wealth Advisors, LLC 24.33% Add +3.0% 248,112 $145.4M
Conservest Capital Advisors, Inc. 15.01% Reduce -4.8% 247,897 $145.3M
Geller Advisors LLC 9.34% Reduce -9.6% 241,658 $142.1M
Vontobel Holding Ltd. 0.49% Add +0.7% 242,014 $141.8M
Gould Asset Management LLC 29.80% Reduce -1.5% 241,480 $141.5M
Spider Management Company, LLC 58.45% Add +25.9% 240,636 $141.0M
Citizens Financial Group Inc. 2.75% Add +6.9% 240,622 $141.0M
Whittier Trust Co. of Nevada Inc. 3.45% Add +0.9% 239,605 $140.4M
Walleye Capital LLC 1.47% Add +115.5% 238,026 $139.5M
Steward Partners Investment Advisory, LLC 1.22% Add +7.1% 235,297 $137.9M
Welch Capital Partners LLC 29.65% Add +9.2% 234,299 $137.3M
Prime Capital Investment Advisors, LLC 1.99% Reduce -28.9% 233,315 $136.7M
Equitable Holdings, Inc. 1.29% Reduce -2.5% 230,548 $135.1M
FIL Ltd 0.13% Add +206.3% 230,470 $135.1M
CIBC Asset Management Inc 0.44% Reduce -6.0% 230,348 $135.0M
Brown Brothers Harriman & Co. 0.94% Add +32.3% 228,924 $134.2M
First Horizon Advisors, Inc. 3.72% Add +9.6% 226,859 $133.0M
Lake Street Advisors Group, LLC 6.12% Reduce -1.1% 225,379 $132.5M
Maven Securities LTD 21.07% Reduce -24.1% 223,382 $130.9M
Alesco Advisors, LLC, An ESL Co 4.11% Reduce -0.5% 222,976 $130.7M
Blue Bell Private Wealth Management, LLC 24.72% Add +0.8% 221,353 $129.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.81% Add +74.5% 221,248 $129.7M
Ballentine Partners, LLC 2.22% Reduce -0.2% 221,243 $129.7M
Jordan Park Group LLC 9.55% Reduce -10.3% 220,553 $129.3M
III Capital Management 39.12% New 220,385 $129.2M
Hills Bank & Trust Co 9.69% Reduce -0.6% 219,634 $128.7M
Mufg Bank, LTD. 4.36% New 218,000 $127.8M
Neuberger Berman Group LLC 0.10% Add +4.7% 217,528 $127.5M
Financiere des Professionnels - Fonds d'investissement inc. 8.88% Reduce -1.8% 216,206 $126.7M
UCLA Foundation 100.00% — 215,962 $126.6M
Foundations Investment Advisors, LLC 2.42% Add +11.0% 214,102 $125.5M
Saudi Central Bank 11.79% No change 210,000 $125.4M
Guggenheim Capital LLC 1.03% Reduce -2.4% 213,440 $125.1M
Provida Pension Fund Administrator 2.54% Add +1161.6% 212,971 $124.8M
Capital Fund Management S.A. 1.23% Add +388.9% 212,885 $124.8M
WASHINGTON TRUST Co 4.47% Reduce -1.0% 212,842 $124.7M
Spectrum Wealth Counsel, LLC 14.47% Add +0.8% 210,070 $123.1M
Scotia Capital Inc. 0.65% Add +16.1% 209,837 $123.0M
Banco Santander, S.A. 1.47% Add +18.6% 209,111 $122.6M
Independent Advisor Alliance 1.62% Add +5961.3% 208,689 $122.3M
Bank of Hawaii 6.77% Reduce -1.6% 208,574 $122.2M
Greenwich Wealth Management LLC 8.60% Add +0.2% 208,075 $121.9M
Little Harbor Advisors, LLC 72.00% Add +1.3% 208,061 $121.9M
MBL Wealth, LLC 12.21% Add +1.8% 206,996 $121.3M
Southern Farm Bureau Life Insurance 17.21% No change 206,768 $121.1M
Stephens Inc. 1.69% Add +0.7% 205,052 $120.2M
Bailard, Inc. 3.05% Reduce -0.8% 203,736 $119.4M
Pinnacle Associates Ltd. 1.62% Add +1.2% 203,396 $119.2M
Whitford Management LLC 35.22% Reduce -11.3% 203,316 $119.2M
Shepherd Financial Partners LLC 14.22% Add +0.5% 202,956 $118.9M
Peapack Gladstone Financial Corp. 1.72% Reduce -2.9% 202,492 $118.7M
Turim 21 Investimentos Ltda. 30.87% Add +0.0% 196,937 $118.5M
Laurion Capital Management LP 7.55% Add +27.9% 201,706 $118.2M
Benin Management CORP 32.55% Reduce -0.3% 201,490 $118.1M
Csenge Advisory Group 6.25% Reduce -3.0% 196,437 $115.1M
Metropolitan Life Insurance Co 45.53% Reduce -9.1% 195,951 $114.8M
GenTrust, LLC 4.95% Reduce -0.1% 193,310 $113.7M
Eastern Bank 2.09% Reduce -1.6% 191,845 $112.4M
Diversified Trust Co. 2.74% Reduce -2.1% 191,480 $112.2M
NewEdge Wealth, LLC 1.95% Reduce -0.2% 191,411 $112.2M
Savant Capital, LLC 0.88% Add +41.8% 191,370 $112.2M
Cullen/Frost Bankers, Inc. 1.53% Reduce -0.9% 190,946 $111.9M
Manchester Capital Management LLC 12.98% Add +0.2% 190,821 $111.8M
Integrated Wealth Concepts LLC 1.30% Add +18.6% 190,219 $111.5M
National Philanthropic Trust 1.59% Add +1.6% 188,632 $110.6M
Tucker Asset Management LLC 25.00% Add +15.8% 188,120 $110.3M
Ritholtz Wealth Management 3.23% Add +4.0% 187,446 $109.9M
Tudor Investment Corporation 1.16% Reduce -48.6% 186,751 $109.5M
Tower Research Capital LLC (TRC) 2.17% Reduce -49.1% 186,361 $109.2M
FFT Wealth Management LLC 8.19% Add +0.0% 185,367 $108.6M
Stadion Money Management, LLC 8.48% Reduce -2.0% 184,932 $108.4M
Oliver Lagore Vanvalin Investment Group 27.76% Add +1.0% 184,927 $108.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.31% Add +1.4% 184,894 $108.4M
Montag A & Associates Inc. 5.14% Reduce -0.1% 183,652 $108.0M
Pacific Wealth Management 56.74% Reduce -2.1% 182,925 $107.2M
Silicon Valley Capital Partners 11.95% Add +0.5% 182,724 $107.1M
Advisors Preferred, LLC 17.21% Add +48.7% 182,933 $106.9M
Gainplan LLC 40.60% Add +9.9% 182,419 $106.9M
1ST Source Bank 6.10% Add +3.1% 181,887 $106.6M
Beacon Pointe Advisors, LLC 1.16% Add +49.3% 178,001 $104.3M
Old National Bancorp 2.47% Reduce -2.1% 177,905 $104.3M
Wealthfront Advisers LLC 0.30% Add +27.4% 175,347 $102.8M
Concurrent Investment Advisors, LLC 2.78% Add +2.9% 175,055 $102.6M
Northeast Financial Consultants Inc 4.32% Add +1.8% 174,738 $102.4M
Wealthcare Advisory Partners LLC 2.82% Reduce -4.2% 173,363 $101.6M
TLWM 19.98% Add +0.9% 173,306 $101.6M
Allworth Financial LP 0.56% Reduce -0.6% 166,986 $101.3M
Bradley Foster & Sargent Inc. 1.70% Reduce -0.9% 172,672 $101.2M
Dimension Capital Management LLC 16.39% Reduce -1.2% 171,200 $100.3M
Trans-Canada Capital Inc. 10.09% — 170,588 $100.2M
AE Wealth Management LLC 0.84% Reduce -5.1% 169,600 $99.4M
Scharf Investments, LLC 2.91% Add +314.8% 167,474 $98.2M
Park Avenue Securities LLC 1.01% Add +4.8% 166,740 $97.7M
Nisa Investment Advisors, LLC 0.38% Add +1096666.7% 164,515 $96.7M
Strategic Point Investment Advisors, LLC 15.59% Reduce -1.9% 163,160 $95.6M
MCF Advisors LLC 6.70% Reduce -0.8% 162,643 $95.5M
AIA Group Ltd 2.29% Reduce -71.3% 161,670 $94.8M
Jump Financial, LLC 2.03% Add +43616.7% 160,003 $93.8M
Geneos Wealth Management Inc. 3.27% Reduce -0.8% 159,157 $93.3M
Glenview Trust Co 1.74% Add +3.9% 158,434 $92.9M
Marest Capital, LLC 74.83% Add +1.1% 157,965 $92.6M
Freestone Capital Holdings, LLC 3.18% Reduce -0.8% 156,792 $91.9M
Integrated Advisors Network LLC 4.40% Add +12.1% 156,474 $91.7M
Bokf, NA 1.54% Add +17.7% 156,718 $91.0M
MSA Advisors, LLC 22.66% Add +0.6% 154,578 $90.6M
Webster Bank, N. A. 9.70% Reduce -2.3% 153,953 $90.2M
Sequoia Financial Advisors, LLC 0.87% Add +5.5% 153,720 $90.1M
Moment Partners, LLC 17.06% — 152,782 $89.5M
Advisory Services Network, LLC 1.66% Add +46.5% 151,891 $89.0M
Howard Capital Management Group, LLC 6.09% Reduce -0.7% 151,879 $89.0M
Fort Point Capital Partners LLC 9.88% Reduce -2.5% 150,502 $88.2M
Moneta Group Investment Advisors LLC 1.23% Add +1.1% 150,336 $88.1M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -22.1% 149,465 $87.6M
Modern Wealth Management, LLC 3.27% Add +3.9% 149,373 $87.5M
Conning Inc. 3.20% No change 148,732 $87.2M
Cercano Management LLC 2.22% Reduce -11.2% 148,701 $87.2M
Petrus Trust Company, LTA 8.40% No change 148,192 $86.9M
Serenus Wealth Advisors, LLC 15.08% — 148,035 $86.8M
Allen Investment Management, LLC 1.00% Add +9.3% 147,616 $86.5M
RBF Capital, LLC 4.47% No change 146,300 $85.7M
St. Louis Trust Co 12.20% Reduce -1.4% 145,617 $85.3M
Bleakley Financial Group, LLC 2.54% Reduce -8.4% 143,826 $84.3M
Brandywine Trust Co. 13.29% Reduce -0.4% 143,778 $84.3M
Sentinel Pension Advisors, LLC 15.59% Add +40.1% 143,363 $84.0M
Urban Financial Advisory Corp 46.09% Add +1.1% 143,141 $83.9M
Jabodon PT Co. 100.00% No change 141,546 $83.0M
Keel Point, LLC 6.62% Add +16.7% 141,135 $82.7M
Toronto Dominion Bank 0.16% Reduce -90.9% 140,956 $82.6M
Mesirow Financial Investment Management, Inc. 1.64% Reduce -2.1% 140,724 $82.5M
Atria Investments, Inc 1.01% Add +17.4% 139,012 $81.5M
Eagle Capital Management LLC 0.30% New 138,973 $81.4M
USA Financial Formulas 12.71% Reduce -1.9% 138,043 $80.9M
New England Asset Management Inc. 14.42% Reduce -6.5% 137,360 $80.5M
Eos Management, L.P. 33.92% No change 136,445 $80.0M
Pine Valley Investments Ltd Liability Co 5.23% Reduce -2.8% 135,964 $79.9M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 12.97% Reduce -0.6% 134,657 $78.9M
Cornerstone Wealth Group, LLC 6.44% Reduce -1.5% 134,236 $78.7M
Choreo, LLC 1.13% Add +1.2% 133,593 $78.3M
Atticus Wealth Management, LLC 24.36% Add +0.6% 133,664 $78.3M
Johnson Investment Counsel Inc. 0.76% Add +5.2% 132,809 $77.8M
Orion Porfolio Solutions, LLC 0.77% Add +3.2% 132,498 $77.7M
Orion Portfolio Solutions, LLC 0.77% Add +3.2% 132,498 $77.7M
Fiera Capital Corp 0.24% Add +10.1% 132,235 $77.5M
Total Investment Management Inc. 10.78% Add +8.7% 131,112 $76.8M
Eisler Capital Management Ltd. 2.55% — 131,196 $76.7M
Navigation Wealth Management, Inc. 86.09% Reduce -8.9% 130,368 $76.4M
Portland Global Advisors LLC 9.66% Reduce -1.8% 130,254 $76.3M
Lowe Wealth Advisors, LLC 32.49% Reduce -1.5% 130,088 $76.2M
NSI Retail Advisors, LLC 12.06% No change 129,440 $75.9M
Busey Bank 2.47% Reduce -0.2% 128,263 $75.2M
BTG Pactual Asset Management US LLC 9.69% Add +21.2% 127,841 $74.9M
Stratos Wealth Advisors, LLC 3.56% Add +1.3% 126,964 $74.4M
Curi Capital, LLC 1.71% Add +2.8% 126,614 $74.2M
OMERS ADMINISTRATION Corp 0.65% Add +21.7% 126,335 $74.0M
Sumitomo Mitsui Trust Group, Inc. 0.05% No change 126,000 $73.8M
V2 Financial group LLC 44.81% Reduce -0.0% 125,851 $73.8M
Independence Bank of Kentucky 11.31% Add +263.9% 125,360 $73.5M
Evoke Wealth, LLC 2.04% Add +0.2% 124,677 $73.3M
Keystone Financial Group 7.24% Reduce -2.2% 124,984 $73.3M
Waverly Advisors, LLC 1.13% Add +19.3% 124,949 $73.2M
Berkeley Capital Partners, LLC 20.35% Add +4.1% 124,940 $73.2M
Mill Creek Capital Advisors, LLC 1.74% Reduce -8.6% 123,542 $72.4M
TCW Group Inc. 0.61% Reduce -7.0% 123,468 $72.4M
Capital Advisors, Ltd. LLC 9.07% Add +0.4% 122,822 $72.0M
Quantinno Capital Management LP 0.71% Add +50.6% 122,802 $72.0M
Activest Wealth Management 19.85% Add +4.9% 121,125 $71.0M
Evercore Wealth Management, LLC 1.06% Add +0.6% 120,911 $70.9M
Consolidated Investment Group LLC 9.90% Add +4.8% 120,570 $70.7M
Financial Counselors Inc. 1.03% Reduce -2.2% 119,988 $70.3M
Klingman & Associates, LLC 4.44% Reduce -1.1% 119,813 $70.2M
Dynasty Wealth Management, LLC 1.21% Reduce -77.1% 119,206 $69.9M
Edmond DE Rothschild Holding S.A. 1.19% Reduce -10.6% 118,115 $69.2M
Soros Fund Management 1.75% New 118,000 $69.2M
Novare Capital Management LLC 5.79% Add +2.5% 117,319 $68.8M
Joel Isaacson & Co., LLC 3.10% Add +3.4% 117,196 $68.7M
Curtis Advisory Group, LLC 18.12% Add +4.6% 116,892 $68.5M
Venture Visionary Partners LLC 2.89% Add +3.0% 116,259 $68.1M
IFG Advisors, LLC 13.49% Add +3.9% 115,844 $67.9M
Clearstead Advisors, LLC 1.03% Add +0.5% 115,392 $67.6M
Lepercq De Neuflize Asset Management LLC 48.43% — 115,245 $67.5M
IFP Advisors, Inc 2.21% Add +35.8% 115,087 $67.5M
Olympus Wealth Management, LLC 24.31% Reduce -5.4% 113,916 $66.8M
First Western Trust Bank 3.08% Reduce -1.4% 113,621 $66.6M
Partners Capital Investment Group, LLP 1.83% Reduce -49.9% 113,436 $66.5M
M Holdings Securities, Inc. 10.71% Reduce -3.5% 113,315 $66.4M
Prospera Financial Services Inc 1.54% Reduce -10.9% 112,436 $65.9M
Capasso Planning Partners LLC 26.31% Reduce -27.1% 112,328 $65.8M
Lavaca Capital LLC 28.90% Reduce -9.2% 112,284 $65.8M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -3.3% 110,974 $65.0M
LGL Partners, LLC 9.42% Add +0.3% 110,790 $64.9M
Oppenheimer & Co. Inc. 0.97% Add +5.0% 110,294 $64.6M
Select Asset Management & Trust 25.02% Reduce -2.4% 110,126 $64.5M
NTV Asset Management LLC 8.49% Add +4.3% 109,901 $64.4M
Flagship Harbor Advisors, LLC 3.38% Add +525.3% 109,895 $64.4M
Sandy Spring Bank 2.59% Add +0.1% 109,160 $64.0M
Kentucky Farm Bureau Mutual Insurance Co 14.36% No change 109,000 $63.9M
Wilmington Savings Fund Society, FSB 1.15% Add +1.9% 108,955 $63.9M
Parallax Volatility Advisers, L.P. 1.62% New 108,915 $63.8M
Rwa Wealth Partners, LLC 0.79% Add +8.6% 108,795 $63.8M
Westshore Wealth, LLC 25.89% Reduce -1.6% 108,744 $63.7M
West Financial Advisors, LLC 12.28% Reduce -51.4% 108,647 $63.7M
Fsa Wealth Partners, Inc. 14.85% Add +26.6% 108,024 $63.3M
Capital Advisors Inc. 1.26% Add +1.1% 107,741 $63.1M
Bawa N Mallick Trust 27.63% — 107,400 $62.9M
Beacon Capital Management, Inc. 2.72% Add +5.0% 107,274 $62.9M
U.S. Capital Wealth Advisors, LLC 1.96% Reduce -23.3% 107,266 $62.9M
Performa Ltd (US), LLC 22.06% Reduce -12.9% 106,897 $62.7M
Marathon Trading Investment Management LLC 10.40% Add +1594.9% 106,069 $62.2M
Ramsey Quantitative Systems 87.92% Reduce -2.5% 105,806 $62.0M
Public Sector Pension Investment Board 0.26% Add +588.8% 105,367 $61.8M
Haverford Trust Co 0.61% Reduce -0.8% 104,760 $61.4M
Banque Pictet & Cie SA 0.60% Add +83.3% 104,625 $61.3M
Greenleaf Trust 0.56% Reduce -0.6% 104,295 $61.1M
Graypoint LLC 3.68% Reduce -0.9% 103,525 $60.7M
Stock Yards Bank & Trust Co. 2.07% Reduce -47.1% 102,862 $60.3M
Headland Capital, LLC 20.60% — 102,663 $60.2M
Natixis Advisors, LLC 0.11% Add +3.5% 102,432 $60.0M
Robertson Stephens Wealth Management, LLC 2.13% Add +8.5% 101,722 $59.8M
Independent Financial Group, LLC 1.98% Add +16.8% 101,602 $59.5M
Proffitt & Goodson Inc. 9.79% Reduce -3.4% 100,693 $59.0M
Dean, Jacobson Financial Services, LLC 44.83% Reduce -0.1% 100,148 $58.7M
Anchor Capital Management Group Inc 21.23% — 100,000 $58.6M
First National Trust Co 2.20% Add +0.0% 99,996 $58.6M
Perigon Wealth Management, LLC 1.44% New 99,051 $58.6M
Regions Financial Corp. 0.43% Add +2.1% 99,856 $58.5M
Sapient Capital LLC 1.11% Add +52.5% 99,119 $58.3M
Pinkerton Wealth, LLC 8.40% Reduce -5.4% 98,862 $57.9M
Canada Post Corp Registered Pension Plan 3.41% — 98,414 $57.7M
Embree Financial Group 9.76% Add +3.9% 97,505 $57.1M
Polar Asset Management Partners Inc. 1.11% New 97,500 $57.1M
AdvisorShares Investments LLC 10.96% Reduce -47.6% 96,893 $56.8M
Crewe Advisors LLC 7.83% Reduce -0.9% 96,893 $56.8M
Heritage Wealth Advisors 2.81% Reduce -8.0% 96,620 $56.6M
Legacy Wealth Management, LLC / MS 22.49% Reduce -5.6% 96,603 $56.6M
AQR Capital Management 0.07% Add +88.2% 96,580 $56.6M
Vanguard Group Inc. 0.00% Add +0.1% 95,906 $56.2M
Cynosure Group, LLC 8.36% Add +0.2% 95,480 $56.0M
D.A. Davidson & Co. 0.45% Reduce -3.0% 95,270 $55.8M
Merit Financial Group, LLC 1.00% Add +7.1% 94,896 $55.6M
Kestra Private Wealth Services, LLC 0.94% Add +3.2% 94,335 $55.3M
Arkos Global Advisors 8.10% Reduce -2.3% 94,210 $55.2M
Wallace Hart LLC 44.05% Reduce -9.8% 94,206 $55.2M
Greenhouse Wealth Management, LLC 36.23% Reduce -0.6% 93,510 $54.8M
Meridian Wealth Management, LLC 2.60% Add +12.6% 93,478 $54.8M
Freedom Investment Management, Inc. 4.54% Add +2.9% 93,273 $54.7M
Sigma Planning Corp 1.71% Reduce -15.0% 93,127 $54.6M
Mizuho Markets Americas LLC 1.05% New 93,080 $54.6M
Global Retirement Partners, LLC 1.56% Reduce -5.4% 93,067 $54.5M
Arvest Bank Trust Division 3.29% Reduce -2.1% 93,031 $54.5M
Becker Capital Management Inc. 1.77% Reduce -11.2% 92,389 $54.3M
Summit Financial, LLC 1.90% Add +6.1% 92,247 $54.2M
IHT Wealth Management, LLC 1.75% Reduce -9.8% 92,480 $54.2M
Belpointe Asset Management LLC 3.26% Reduce -17.8% 96,082 $54.2M
Choate Investment Advisors 1.30% Add +1.0% 92,297 $54.1M
State of Wisconsin Investment Board 0.14% Reduce -17.6% 92,192 $54.0M
Modera Wealth Management, LLC 0.65% Reduce -0.2% 92,172 $54.0M
Financial Advocates Investment Management 3.05% Add +0.0% 91,373 $53.6M
Spire Wealth Management 1.66% Add +4.2% 91,053 $53.4M
Connors Investor Services Inc. 4.97% Reduce -0.2% 90,488 $53.0M
SFG Wealth Management, LLC. 27.74% Add +1.5% 90,198 $52.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.43% Reduce -3.0% 89,942 $52.7M
Woodard & Co. Asset Management Group Inc. 11.33% Reduce -2.8% 89,704 $52.6M
Granby Capital Management, LLC 27.17% No change 89,500 $52.5M
J.W. Cole Advisors, Inc. 2.12% Add +3.1% 89,346 $52.4M
Cumberland Advisors Inc. 20.86% Add +2.1% 89,217 $52.3M
Waldron Private Wealth LLC 2.10% Reduce -0.6% 88,832 $52.1M
SteelPeak Wealth, LLC 2.16% Add +4.0% 88,365 $52.0M
Beacon Bank & Trust 11.96% Reduce -3.8% 87,719 $51.4M
Townsquare Capital LLC 0.58% Add +6.5% 87,711 $51.4M
Capital International Investors 0.01% Add +163.8% 87,144 $51.3M
CreativeOne Wealth, LLC 1.57% Add +3.4% 87,235 $51.1M
Holocene Advisors, LP 0.17% Add +1200.1% 87,130 $51.1M
Tull Financial Group, Inc. 30.79% Reduce -1.9% 87,103 $51.0M
First Financial Bank - Trust Division 4.73% Reduce -2.3% 86,535 $50.7M
Potentia Wealth 22.47% — 86,246 $50.5M
United Capital Financial Advisors, LLC 0.43% Reduce -4.2% 86,051 $50.4M
Hobart Private Capital, LLC 12.47% Reduce -2.4% 85,683 $50.2M
All Terrain Financial Advisors, LLC 19.54% Add +1.1% 85,650 $50.2M
Simmons Bank 3.66% Reduce -1.2% 85,432 $50.1M
Chicago Partners Investment Group LLC 1.66% Reduce -1.5% 84,818 $50.0M
Factory Mutual Insurance Co. 0.54% Add +25.9% 85,200 $49.9M
Aptus Capital Advisors, LLC 0.59% Add +12.9% 83,738 $49.2M
Nicholas Hoffman & Company, LLC. 1.97% Reduce -0.3% 83,998 $49.2M
SVB Wealth LLC 0.92% New 83,723 $49.1M
SMI Advisory Services, LLC 11.30% Add +14.4% 84,233 $49.0M
Gladstone Institutional Advisory LLC 2.27% Add +7.4% 83,402 $48.9M
Proficio Capital Partners LLC 3.96% Add +53.0% 83,362 $48.9M
J.Safra Asset Management Corp 3.97% Reduce -56.0% 83,028 $48.8M
4Thought Financial Group Inc. 30.28% Add +0.9% 83,243 $48.8M
NINE MASTS CAPITAL Ltd 9.40% New 83,000 $48.6M
Federation des caisses Desjardins du Quebec 0.25% Add +10.9% 82,253 $48.2M
Farallon Capital Management, L.L.C. 0.25% New 82,000 $48.1M
Advisor Resource Council 34.20% Add +154.0% 81,278 $47.6M
Symmetry Investments LP 2.85% Add +67.3% 81,274 $47.6M
Lindbrook Capital, LLC 4.30% Reduce -0.1% 81,273 $47.6M
Allie Family Office LLC 26.37% Reduce -2.2% 80,924 $47.5M
Kingswood Wealth Advisors, LLC 3.55% Add +117.6% 80,663 $47.3M
Mgo One Seven LLC 1.80% Add +102.0% 79,651 $46.7M
Aua Capital Management, LLC 29.80% Reduce -3.5% 79,214 $46.4M
Frank, Rimerman Advisors LLC 3.35% Add +0.6% 78,826 $46.2M
Atlantic Private Wealth, LLC 34.74% Reduce -1.1% 78,697 $46.1M
Summit Trail Advisors, LLC 1.69% Add +4.0% 78,000 $45.9M
Benchmark Financial Wealth Advisors, LLC 14.60% Add +9.4% 77,743 $45.6M
Fidelis Capital Partners, LLC 4.55% Add +36.8% 76,151 $45.5M
Galilei Investment Office LLP 22.98% — 77,655 $45.5M
Flputnam Investment Management Co. 0.83% Reduce -5.7% 77,636 $45.5M
Mechanics Bank Trust Department 6.05% Reduce -2.4% 77,504 $45.4M
Headlands Technologies LLC 4.56% Add +52.6% 77,419 $45.4M
Generali Investments CEE, investicni spolecnost, a.s. 4.64% — 76,800 $45.0M
Farmers Trust Co. 8.40% Reduce -3.1% 76,754 $45.0M
Israel Discount Bank of New York 32.60% New 76,445 $44.8M
T. Rowe Price Associates Inc. 0.01% Add +53.7% 76,331 $44.7M
Carnegie Investment Counsel 1.28% Reduce -1.9% 75,921 $44.5M
Kaleidoscope Capital LP 43.41% — 75,452 $44.2M
L & S Advisors Inc 5.44% Add +157.7% 75,417 $44.2M
Systematic Alpha Investments, LLC 1.62% Add +78.3% 75,170 $44.1M
Yousif Capital Management, LLC 0.49% Add +0.4% 75,141 $44.0M
Lazard Freres Gestion S.A.S. 0.88% Add +5.6% 74,936 $43.9M
Rathbones Group PLC 0.21% Add +3.2% 74,816 $43.8M
Argent Trust Co 1.79% Reduce -1.7% 74,674 $43.8M
Lutz Financial Services LLC 3.53% Reduce -3.2% 74,486 $43.7M
IFG Advisory, LLC 2.47% Reduce -0.0% 74,433 $43.6M
Medici Capital LLC 56.21% New 74,410 $43.6M
Essential Planning, LLC. 0.28% Add +7575.4% 73,837 $43.6M
Silvercrest Asset Management Group LLC 0.29% Add +130.7% 74,102 $43.4M
Dakota Wealth Management 0.99% Add +11.9% 73,670 $43.2M
Bank Pictet & Cie (Europe) AG 0.94% Add +7.6% 73,245 $42.9M
Diversify Wealth Management, LLC 3.34% Add +29.5% 73,811 $42.8M
Kozak & Associates, Inc. 9.79% Reduce -9.7% 72,360 $42.8M
Klingenstein Fields & Co. LP 1.72% Reduce -4.1% 72,968 $42.8M
Retirement Income Solutions, Inc. 8.60% Reduce -2.7% 72,704 $42.6M
Element Pointe Advisors, LLC 9.96% Add +0.3% 72,256 $42.3M
CW Advisors, LLC 0.58% Add +20.1% 72,176 $42.3M
Insigneo Advisory Services, LLC 4.36% Add +12.5% 71,845 $42.1M
RDST Capital LLC 5.94% New 71,500 $41.9M
Seven Post Investment Office LP 15.95% Add +2.5% 71,104 $41.7M
Signaturefd, LLC 0.78% Add +3.4% 70,552 $41.3M
Summit Securities Group LLC 15.39% New 70,320 $41.2M
Unisphere Establishment 0.36% New 70,000 $41.0M
King Luther Capital Management Corp. 0.18% Add +1.7% 69,957 $41.0M
Sowell Financial Services LLC 2.15% Add +4.5% 69,879 $41.0M
Parker Investment Management, LLC 6.36% Reduce -31.8% 69,672 $40.8M
Schusterman Interests, LLC 97.21% No change 69,517 $40.7M
Midwest Professional Planners, LTD. 12.10% Reduce -16.5% 69,121 $40.5M
Harel Insurance Investments & Financial Services Ltd. 0.66% Add +0.8% 68,859 $40.4M
Anfield Capital Management, LLC 14.64% Add +0.8% 68,826 $40.3M
Stone House Investment Management, LLC 10.22% Reduce -14.8% 68,649 $40.2M
Garda Capital Partners LP 32.37% Reduce -86.2% 68,607 $40.2M
Bluespring Wealth Management, LLC 4.10% Reduce -2.6% 67,986 $40.0M
Ciovacco Capital Management LLC 22.77% Reduce -1.8% 67,944 $39.8M
Canandaigua National Bank & Trust Co. 3.93% Reduce -0.4% 67,888 $39.8M
Janus Henderson Group PLC 0.02% New 67,597 $39.6M
PEAK6 LLC 1.55% — 67,396 $39.5M
North Star Investment Management Corp. 2.74% Add +4.1% 67,114 $39.3M
GQG Partners LLC 0.06% Add +2235.1% 66,806 $39.2M
Ironsides Asset Advisors, LLC 11.20% Add +27.6% 66,626 $39.0M
Cullinan Associates Inc. 2.51% Reduce -3.5% 66,589 $39.0M
Strategic Wealth Investment Group, LLC 2.15% Reduce -4.8% 67,750 $39.0M
Apollon Wealth Management, LLC 0.90% Add +18.1% 66,502 $39.0M
Zacks Investment Management 0.36% Add +19.7% 66,315 $38.9M
Harbour Investments, Inc. 1.11% Reduce -6.4% 65,876 $38.6M
Guidance Capital, Inc. 11.79% Add +2.0% 63,399 $38.5M
Commonwealth Financial Services, LLC 7.48% Add +2.2% 65,093 $38.1M
Trinity Financial Advisors LLC 14.49% Reduce -15.7% 65,029 $38.1M
Washburn Capital Management, Inc. 23.61% Add +8.0% 65,046 $38.1M
Principal Financial Group Inc. 0.02% Reduce -8.3% 64,743 $37.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9.08% Add +2.5% 64,387 $37.8M
Tiller Private Wealth, Inc. 16.03% Add +1.0% 64,539 $37.8M
Hanover Advisors Inc. 15.81% Reduce -5.4% 64,295 $37.7M
Birinyi Associates Inc. 10.36% Add +0.0% 64,229 $37.6M
Clear Harbor Asset Management, LLC 3.02% Add +1.5% 63,916 $37.5M
Matauro, LLC 8.11% — 63,880 $37.4M
Fifth Third Securities, Inc. 3.18% Add +4.0% 63,793 $37.4M
Associated Banc-Corp 1.12% Reduce -1.5% 63,528 $37.2M
Edgestream Partners, L.P. 1.58% Reduce -8.9% 63,476 $37.2M
Clearbridge Investments, LLC 0.03% Add +771.0% 63,412 $37.2M
Centaurus Financial, Inc. 2.26% Reduce -1.4% 63,236 $37.1M
Wealth Advisory Solutions, LLC 10.38% Reduce -0.3% 63,195 $37.0M
Bridgewater Advisors Inc. 3.86% Reduce -2.4% 63,531 $37.0M
B. Riley Wealth Advisors, Inc. 1.21% Reduce -26.8% 62,893 $37.0M
Caldwell Trust Co 3.86% Reduce -1.1% 63,088 $37.0M
Aspen Grove Capital, LLC 7.77% Add +1.2% 62,300 $36.6M
Yelin Lapidot Holdings Management Ltd. 6.38% Reduce -14.1% 62,505 $36.6M
AXA S.A. 0.11% Add +82.2% 62,429 $36.6M
OneDigital Investment Advisors LLC 0.42% Reduce -8.0% 62,089 $36.4M
iA Global Asset Management Inc. 0.64% Reduce -5.4% 62,077 $36.4M
Laird Norton Wetherby Wealth Management, LLC 1.74% Reduce -0.8% 61,961 $36.3M
Shilanski & Associates, Inc. 11.63% Add +6.5% 61,857 $36.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -88.6% 61,748 $36.2M
Fiduciary Alliance LLC 3.66% Add +9.3% 61,719 $36.2M
Solitude Financial Services 15.80% Reduce -0.3% 61,579 $36.1M
Norris Financial Group, LLC 16.90% Reduce -0.6% 61,386 $36.0M
Pitcairn Co. 2.11% Reduce -3.2% 61,026 $35.8M
Jackson, Grant Investment Advisers, Inc. 13.74% Reduce -2.1% 60,945 $35.7M
Aspiriant, LLC 1.29% Add +0.7% 60,869 $35.7M
Bank Hapoalim BM 6.02% Reduce -37.1% 60,756 $35.6M
HM Payson & Co. 0.60% Reduce -0.6% 60,521 $35.5M
Dumont & Blake Investment Advisors LLC 9.52% Reduce -0.5% 60,539 $35.5M
Safeguard Investment Advisory Group, LLC 9.70% Add +3.1% 60,327 $35.4M
Signal Advisors Wealth, LLC 4.00% Add +75.0% 60,055 $35.3M
Capital Group Private Client Services, Inc. 0.32% Add +40.2% 60,032 $35.2M
Iridian Asset Management LLC 9.36% Reduce -40.0% 60,000 $35.2M
Westwood Holdings Group Inc. 0.27% Reduce -27.6% 59,754 $35.0M
Allianz SE 0.91% Reduce -40.4% 59,430 $35.0M
Allspring Global Investments Holdings, LLC 0.06% Reduce -32.4% 59,755 $34.9M
Johnson Financial Group, Inc. 1.65% Reduce -7.6% 58,027 $34.9M
Humankind Investments LLC 8.77% New 59,140 $34.7M
Oppenheimer Asset Management Inc. 0.42% Add +39.4% 59,137 $34.7M
Barings LLC 0.83% Reduce -0.9% 58,882 $34.5M
Cary Street Partners Financial LLC 1.12% — 58,693 $34.4M
First Nebraska Trust Co 3.32% Add +1.4% 58,649 $34.4M
Brighton Jones LLC 0.99% Add +4.8% 58,481 $34.3M
LM Advisors LLC 6.17% Add +1.4% 58,179 $34.2M
Chesley Taft & Associates LLC 1.59% Reduce -1.3% 58,309 $34.2M
Union Bancaire Privee, UBP SA 0.61% — 57,901 $34.2M
Fortis Capital Advisors, LLC 11.66% Reduce -25.7% 60,528 $34.1M
Attessa Capital LLC 23.22% — 58,122 $34.1M
Hengehold Capital Management LLC 3.20% Add +5.3% 57,946 $34.0M
Harris Associates (Oakmark Funds) 0.06% Add +651.8% 57,805 $33.9M
Mine & Arao Wealth Creation & Management, LLC. 15.52% Reduce -4.4% 57,793 $33.9M
Bremer Bank National Association 6.62% Add +3.7% 57,118 $33.5M
Transform Wealth, LLC 1.85% Reduce -21.9% 56,781 $33.4M
WR Wealth Planners, LLC 10.72% Add +3.7% 56,913 $33.4M
Marmo Financial Group, LLC 17.94% Reduce -1.7% 56,686 $33.2M
Schechter Investment Advisors, LLC 2.55% Reduce -0.6% 56,616 $33.2M
Teachers Retirement System of the State of Kentucky 0.29% No change 56,594 $33.2M
Ninepoint Partners LP 5.26% Reduce -7.4% 56,500 $33.1M
Crestwood Advisors Group, LLC 0.62% Add +13.1% 56,478 $33.1M
HMS Capital Management, LLC 15.99% Add +1.1% 56,458 $33.1M
Crescent Grove Advisors, LLC 3.28% Add +0.3% 56,255 $33.1M
Fort Washington Investment Advisors Inc. 0.20% Reduce -0.1% 56,440 $33.1M
Ameritas Advisory Services, LLC 1.13% Add +54.6% 56,074 $32.9M
Evermay Wealth Management LLC 4.98% Reduce -2.1% 55,887 $32.9M
LSP Investment Advisors, LLC 22.90% Reduce -22.4% 55,990 $32.8M
Madison Asset Management, LLC 0.37% Add +11.8% 55,969 $32.8M
Madison Investment Advisors, LLC 0.37% — 55,969 $32.8M
Migdal Insurance & Financial Holdings Ltd. 0.47% Add +3.4% 55,899 $32.8M
Adirondack Trust Co. 12.50% Add +1.6% 55,858 $32.7M
Cardiff Park Advisors, LLC 3.12% Add +0.3% 55,715 $32.7M
Verger Capital Management LLC 16.27% Add +3.2% 55,703 $32.6M
MKT Advisors LLC 14.20% Reduce -5.9% 54,541 $32.6M
Penserra Capital Management LLC 0.60% Add +410.0% 55,610 $32.6M
Granite FO LLC 18.60% Reduce -0.0% 55,566 $32.6M
Roth Financial Partners LLC 12.94% Reduce -1.9% 55,476 $32.5M
Moran Wealth Management, LLC 1.03% Add +11.0% 55,119 $32.3M
Western Wealth Management, LLC 1.73% Add +8.3% 55,075 $32.3M
Redhawk Wealth Advisors, Inc. 4.36% Add +1.6% 55,065 $32.3M
Dymon Asia Capital (singapore) Pte. LTD. 22.54% Add +26.9% 54,992 $32.2M
Calamos Wealth Management LLC 1.63% Add +3.9% 54,983 $32.2M
ZEGA Investments, LLC 9.53% — 52,942 $32.2M
Farther Finance Advisors, LLC 1.16% Add +7.1% 54,894 $32.2M
Kellett Wealth Advisors, LLC 22.09% Add +5.0% 54,836 $32.1M
Shapiro Capital Management LLC 1.09% Add +2409.3% 54,703 $32.1M
Howland Capital Management LLC 1.40% Reduce -0.4% 54,459 $32.0M
Advance Capital Management, Inc. 1.46% Add +1.1% 54,351 $31.9M
Lifestyle Asset Management, Inc. 17.20% Add +5.7% 53,853 $31.6M
TCV Trust & Wealth Management, Inc. 2.90% Reduce -0.6% 53,652 $31.4M
BigSur Wealth Management LLC 8.96% Reduce -1.4% 53,297 $31.3M
WestEnd Advisors, LLC 0.80% Add +702.4% 53,466 $31.3M
McElhenny Sheffield Capital Management, LLC 10.50% Reduce -1.6% 53,445 $31.3M
MPWM Advisory Solutions, LLC 22.88% — 53,423 $31.3M
Texas Permanent School Fund Corp. 1.83% Add +461.6% 53,194 $31.2M
Glen Eagle Advisors, LLC 5.17% Add +5.2% 53,174 $31.2M
OAKMONT Corp 5.44% New 53,101 $31.1M
King Wealth Management Group 4.53% Add +0.9% 52,985 $31.1M
First Heartland Consultants, Inc. 3.18% Add +4.1% 52,941 $31.0M
Helios Capital Management Pte. Ltd. 17.99% No change 52,600 $30.8M
Smith, Moore & Co. 2.81% Add +1.4% 52,437 $30.7M
Capital Wealth Planning, LLC 0.28% Add +0.5% 52,412 $30.7M
Kera Capital Partners, Inc. 8.83% — 52,320 $30.7M
Caprock Group, LLC 1.00% Reduce -0.1% 51,979 $30.6M
Pinnacle Wealth Management Advisory Group, LLC 2.86% Add +1.9% 52,143 $30.6M
Mission Wealth Management, LP 0.73% Add +11.7% 52,040 $30.5M
Trustmark Bank Trust Department 2.27% Reduce -0.2% 52,038 $30.5M
Westwind Capital 6.64% Add +2463.8% 51,943 $30.4M
Strategic Equity Management 12.77% Add +6.1% 51,710 $30.3M
ORG Partners LLC 4.18% Add +139.6% 51,504 $30.2M
Dorsey & Whitney Trust CO LLC 1.66% Reduce -16.5% 51,495 $30.2M
GFS Advisors, LLC 4.59% New 51,472 $30.2M
Callan Family Office, LLC 1.92% Reduce -10.7% 51,470 $30.2M
Palumbo Wealth Management LLC 11.25% Add +28.3% 51,399 $30.1M
Boston Family Office LLC 2.07% Reduce -10.5% 51,342 $30.1M
MTC Wealth Management LLC 14.48% Reduce -3.3% 51,323 $30.1M
Wind River Trust Co 11.82% Reduce -0.5% 51,273 $30.1M
Curated Wealth Partners LLC 3.43% No change 51,230 $30.0M
Atalanta Sosnoff Capital, LLC 0.65% Add +81.3% 50,974 $29.9M
Transce3nd, LLC 10.11% — 50,790 $29.9M
Afg Fiduciary Services Limited Partnership 21.06% Add +5.0% 370,313 $29.6M
Arthur M. Cohen & Associates, LLC 5.22% Add +0.1% 50,288 $29.5M
Unique Wealth, LLC 6.12% Add +11.0% 50,111 $29.4M
Oxford Financial Group, LTD. LLC 1.90% Add +3.8% 50,110 $29.4M
Fiduciary Trust Co 0.39% Add +0.9% 50,072 $29.3M
Hapanowicz & Associates Financial Services, Inc 14.74% Add +27.4% 50,070 $29.3M
Murchinson Ltd. 14.02% New 50,000 $29.3M
Apollo Management Holdings, L.P. 0.63% New 50,000 $29.3M
First National Corp. /Ma/ 6.57% Add +0.7% 49,504 $29.0M
Axis Capital Holdings Ltd. 12.44% No change 49,106 $28.8M
Archon Partners LLC 3.35% No change 49,100 $28.8M
Sanchez Wealth Management Group 7.86% Add +9.5% 49,072 $28.8M
Great Valley Advisor Group, Inc. 0.64% Add +27.2% 49,041 $28.7M
Aft, Forsyth & Sober, LLC 9.30% Add +0.6% 48,950 $28.7M
Verdence Capital Advisors LLC 2.30% Add +3.3% 48,840 $28.6M
Naman Capital Ltda 17.10% Reduce -74.9% 48,837 $28.6M
CoreCap Advisors, LLC 1.30% Reduce -9.9% 48,677 $28.5M
Amarillo National Bank 5.20% Add +4.3% 48,355 $28.3M
Aspect Partners, LLC 16.29% Reduce -19.4% 48,137 $28.2M
Hudson Bay Capital Management LP 0.20% Reduce -68.7% 47,984 $28.1M
Decker Retirement Planning Inc. 16.26% — 47,792 $28.0M
Independent Family Office, LLC 14.48% Add +0.2% 47,550 $27.9M
Taurus Asset Management, LLC 2.71% Reduce -0.5% 47,453 $27.8M
Montz Harcus Wealth Management LLC 15.51% Add +1.1% 47,324 $27.7M
BSW Wealth Partners 4.06% Reduce -0.4% 47,209 $27.7M
Clarity Wealth Advisors, LLC 7.54% Add +3.4% 47,203 $27.7M
NorthCrest Asset Manangement, LLC 0.83% Add +1.8% 47,182 $27.7M
Kennicott Capital Management LLC 14.21% Reduce -61.6% 47,178 $27.6M
Pineridge Advisors LLC 10.44% Add +35.4% 47,138 $27.6M
Condor Capital Management 2.43% Reduce -1.4% 47,117 $27.6M
Thoma Capital Management LLC 18.87% — 47,010 $27.6M
Wedbush Securities Inc. 0.98% Reduce -1.0% 46,958 $27.5M
GM Advisory Group, LLC 1.52% Add +3.5% 46,734 $27.4M
Jasper Ridge Partners, L.P. 0.87% Reduce -0.4% 46,717 $27.4M
Welch & Forbes LLC 0.35% Add +13.0% 46,454 $27.2M
German American Bancorp, Inc. 2.84% Reduce -1.4% 46,310 $27.1M
Calydon Capital 5.33% Reduce -46.9% 46,250 $27.1M
Swiss Life Asset Management Ltd 0.20% Reduce -6.7% 46,000 $26.9M
TrueWealth Advisors, LLC 8.98% Add +0.7% 45,905 $26.9M
Quadrant Capital Group LLC 1.85% Reduce -0.2% 45,815 $26.9M
Motco 2.74% Reduce -3.6% 45,623 $26.7M
KCM Investment Advisors LLC 0.92% Reduce -7.0% 45,426 $26.6M
Fluent Financial, LLC 11.77% Reduce -6.0% 45,402 $26.6M
&partners 0.32% Add +37.7% 44,941 $26.6M
Resonant Capital Advisors, LLC 1.94% Reduce -0.1% 45,153 $26.6M
First International Bank & Trust 8.59% Add +4.4% 45,270 $26.5M
Eagle Capital Management, LLC 10.67% Add +0.4% 45,153 $26.5M
Salomon & Ludwin, LLC 2.80% Reduce -2.3% 45,030 $26.4M
Essex Financial Services, Inc. 1.86% Reduce -94.5% 44,864 $26.3M
Securian Asset Management, Inc. 0.77% New 44,860 $26.3M
Firestone Capital Management 6.53% Add +1.4% 44,808 $26.3M
Flow Traders U.S. LLC 1.05% New 44,773 $26.2M
Lazard Asset Management LLC 0.04% Add +269.1% 44,740 $26.2M
1832 Asset Management L.P. 0.05% Add +203.7% 44,640 $26.2M
Aragon Global Management, LP 9.69% No change 44,580 $26.1M
Pettyjohn, Wood & White, Inc. 4.79% Reduce -0.8% 44,566 $26.1M
Hantz Financial Services, Inc. 0.45% Reduce -3.1% 44,215 $25.9M
Taylor & Morgan Wealth Management, LLC 18.21% Reduce -12.9% 44,211 $25.9M
Burt Wealth Advisors 6.58% Reduce -5.4% 44,198 $25.9M
Angeles Wealth Management, LLC 2.12% Add +0.5% 43,932 $25.7M
NewSquare Capital LLC 2.04% Reduce -2.4% 43,633 $25.6M
Compound Planning, Inc. 1.29% Add +43.7% 43,478 $25.5M
IPG Investment Advisors LLC 5.76% Reduce -7.1% 43,046 $25.3M
Indiana Trust & Investment Management Co 8.62% Reduce -4.5% 43,185 $25.3M
Williams Jones Wealth Management, LLC. 0.30% Reduce -31.2% 43,114 $25.3M
ARS Investment Partners, LLC 2.28% Reduce -0.7% 43,109 $25.3M
Lane & Associates LLC 13.05% Reduce -5.3% 41,980 $25.3M
Houlihan Financial Resource Group, Ltd. 10.77% Reduce -2.4% 43,097 $25.3M
First Eagle Investment Management, LLC 0.06% New 43,000 $25.2M
Thompson Siegel & Walmsley LLC 0.39% Reduce -0.2% 42,993 $25.2M
First Business Financial Services, Inc. 2.48% Reduce -0.1% 42,830 $25.1M
Pinebridge Investments, L.P. 0.19% Add +53.1% 42,808 $25.1M
Provenance Wealth Advisors, LLC 3.24% Reduce -0.3% 42,762 $25.1M
Perbak Capital Partners LLP 13.28% Add +15.2% 42,435 $24.9M
World Investment Advisors 0.68% Add +17.6% 42,261 $24.8M
JARISLOWSKY, FRASER Ltd 0.14% Reduce -0.2% 42,263 $24.8M
Capital World Investors 0.00% Add +92.9% 41,989 $24.7M
Engineers Gate Manager LP 0.43% Add +123.6% 41,996 $24.6M
Focus Financial Network, Inc. 0.98% Add +1.9% 41,877 $24.5M
Regal Investment Advisors LLC 1.85% Add +2.3% 41,876 $24.5M
Snowden Capital Advisors LLC 0.77% Reduce -1.4% 41,619 $24.5M
O'Dell Group, LLC 5.53% Reduce -2.8% 41,750 $24.5M
Sovereign Financial Group, Inc. 5.58% Add +0.7% 41,461 $24.3M
Foguth Wealth Management, LLC. 6.32% Add +31.4% 39,712 $24.1M
Compass Capital Management, Inc. 1.58% Add +4920.6% 41,169 $24.1M
LCM Capital Management Inc 13.59% Reduce -5.0% 41,107 $24.1M
Kingsview Wealth Management, LLC 0.47% Reduce -5.4% 41,006 $24.0M
Advisors Capital Management, LLC 0.38% Add +45.7% 40,863 $23.9M
Palisade Asset Management, LLC 2.42% Reduce -0.6% 40,664 $23.8M
Cadence Bank 1.61% Reduce -1.1% 40,625 $23.8M
Roble, Belko & Company, Inc 3.77% Reduce -0.3% 40,530 $23.8M
Baltimore-Washington Financial Advisors, Inc. 1.23% Reduce -0.4% 40,516 $23.7M
Central Pacific Bank - Trust Division 3.24% Add +1.1% 40,360 $23.7M
Prosperity Consulting Group, LLC 1.78% Add +5.9% 40,332 $23.6M
Royal Fund Management, LLC 2.56% Reduce -12.7% 40,283 $23.6M
Burke & Herbert Bank & Trust Co. 5.59% Add +1.4% 40,236 $23.6M
Kovack Advisors, Inc. 2.31% Add +0.2% 40,227 $23.6M
Capital Investment Advisors, LLC 0.48% Add +11.9% 40,214 $23.6M
Tredje AP-fonden 0.21% Reduce -92.8% 40,000 $23.4M
Aviso Financial Inc. 1.18% Add +5.1% 39,974 $23.4M
Raelipskie Partnership 11.63% Add +2.7% 39,928 $23.4M
Cresta Advisors, Ltd. 12.22% No change 40,740 $23.4M
Beacon Investment Advisory Services, Inc. 1.01% Add +35.9% 39,828 $23.3M
LFA - Lugano Financial Advisors SA 15.21% Reduce -9.1% 39,704 $23.3M
Transcend Capital Advisors, LLC 1.68% Add +45.4% 39,687 $23.3M
Clarius Group, LLC 1.59% Add +9.1% 39,663 $23.2M
DAVENPORT & Co LLC 0.14% Add +11.9% 39,607 $23.2M
Diversified Portfolios, Inc. 2.53% Add +0.3% 39,595 $23.2M
Procyon Advisors, LLC 1.48% Reduce -0.7% 39,591 $23.2M
Financial Partners Group, Inc 3.36% Add +10.9% 39,328 $23.0M
CX Institutional 0.91% Add +101.2% 39,263 $23.0M
Lebenthal Global Advisors, LLC 4.19% Add +24.6% 39,183 $23.0M
Brickley Wealth Management 4.66% No change 39,181 $23.0M
Boston Financial Mangement LLC 0.69% Add +28.6% 39,132 $22.9M
Caas Capital Management LP 19.01% Reduce -59.1% 39,112 $22.9M
Lanham O'Dell & Company, Inc. 34.73% Add +77.6% 39,066 $22.9M
Legacy Advisors, LLC 2.21% Add +3.9% 38,932 $22.8M
GeoWealth Management, LLC 0.75% Add +1.2% 38,920 $22.8M
Avidian Wealth Enterprises, LLC 1.02% Add +1.7% 38,815 $22.7M
Claro Advisors Inc. 3.08% Reduce -10.5% 38,775 $22.7M
Family Manage LLC 3.67% Reduce -4.1% 38,670 $22.7M
Spinnaker Trust 1.43% Add +22.1% 38,657 $22.7M
Boyd Watterson Asset Management LLC 6.35% Reduce -0.9% 38,592 $22.6M
Smith Anglin Financial, LLC 2.12% Reduce -0.6% 38,576 $22.6M
Corsair Capital Management, L.P. 4.86% No change 38,503 $22.6M
MassMutual Private Wealth & Trust, FSB 0.63% Add +340.6% 38,366 $22.5M
Guardian Wealth Advisors, LLC 14.39% Reduce -2.3% 38,314 $22.5M
Chilton Capital Management LLC 0.95% Reduce -3.5% 38,297 $22.4M
Parallel Advisors, LLC 0.51% Add +8.0% 38,232 $22.4M
Yacktman Asset Management 0.26% Add +466.9% 38,213 $22.4M
Financial & Tax Architects, LLC 5.70% Add +1.9% 38,162 $22.4M
Connecticut Wealth Management, LLC 1.10% Reduce -1.4% 38,129 $22.3M
Ashton Thomas Private Wealth, LLC 0.87% Add +12.4% 37,813 $22.2M
CENTRAL TRUST Co 0.54% Add +6.6% 37,916 $22.2M
Hancock Whitney Corp. 0.70% Add +7.6% 37,752 $22.1M
Capital Management Associates, Inc 8.29% Add +9.3% 37,724 $22.1M
Palisades Hudson Asset Management, L.P. 9.30% Reduce -0.9% 37,647 $22.1M
Trust Co. of Oklahoma 7.04% Reduce -1.3% 37,597 $22.0M
Shaolin Capital Management LLC 6.17% New 37,500 $22.0M
Forvis Mazars Wealth Advisors, LLC 0.51% Add +1.4% 37,492 $22.0M
Copperwynd Financial, LLC 6.05% Reduce -3.2% 37,417 $21.9M
O'shaughnessy Asset Management, LLC 0.19% Add +1.1% 37,364 $21.9M
Aristides Capital LLC 6.84% Reduce -28.6% 37,339 $21.9M
Myriad Asset Management US LP 14.62% — 37,210 $21.8M
BLB&B Advisors, LLC 1.11% Reduce -1.4% 37,106 $21.7M
PKS Advisory Services, LLC 5.43% — 37,080 $21.7M
Hilltop Holdings Inc. 1.37% Add +5.9% 37,066 $21.7M
Tyche Wealth Partners LLC 4.58% Add +3.3% 37,019 $21.7M
PFG Investments, LLC 1.35% Add +3.3% 37,014 $21.7M
Thrive Wealth Management, LLC 3.90% Add +1.2% 36,983 $21.7M
Wellspring Financial Advisors, LLC 2.26% Add +7.9% 36,933 $21.6M
Avior Wealth Management, LLC 0.79% Add +2.2% 36,849 $21.6M
Bfsg, LLC 2.52% Reduce -36.3% 36,841 $21.6M
Albion Financial Group 1.48% Reduce -0.5% 36,800 $21.6M
Fulton Breakefield Broenniman LLC 1.54% Reduce -0.3% 36,756 $21.5M
Osborne Partners Capital Management, LLC 1.25% Reduce -15.8% 36,753 $21.5M
Tikvah Management LLC 6.02% No change 36,724 $21.5M
Leavell Investment Management, Inc. 1.05% Reduce -0.0% 36,519 $21.5M
Armstrong Advisory Group, Inc. 1.71% Add +8.6% 36,595 $21.4M
Daymark Wealth Partners, LLC 0.91% Add +2.3% 36,590 $21.4M
Schroder Investment Management Group 0.02% Add +53.6% 36,307 $21.4M
Blue Edge Capital, LLC 3.35% Reduce -0.2% 36,317 $21.3M
Iron Horse Wealth Management, LLC 7.11% Add +2.8% 36,157 $21.2M
Consolidated Capital Management, LLC 9.19% Reduce -1.3% 35,967 $21.1M
Segment Wealth Management, LLC 1.44% Add +0.3% 35,961 $21.1M
Three Bridge Wealth Advisors, LLC 7.38% Add +2.1% 35,822 $21.1M
Nepc LLC 0.56% Reduce -0.2% 35,789 $21.0M
Belmont Capital, LLC 3.41% Reduce -0.9% 35,753 $21.0M
Quintet Private Bank (Europe) S.A. 1.15% Add +34.7% 35,602 $20.9M
Hardy Reed LLC 1.84% Add +13.3% 35,580 $20.9M
Sharkey, Howes & Javer 2.93% Add +7.2% 35,559 $20.8M
Sentinel Trust Co. Lba 2.37% Reduce -2.4% 35,286 $20.7M
LWM Advisory Services, LLC 14.33% Reduce -3.0% 35,168 $20.6M
LMCG Investments, LLC 1.26% Add +631.5% 35,107 $20.6M
Victory Capital Management Inc. 0.02% Add +142.2% 34,974 $20.5M
Banque de Luxembourg S.A. 11.01% — 34,778 $20.5M
Compass Planning Associates Inc 20.77% — 34,908 $20.5M
Financial Engines Advisors L.L.C. 0.04% Reduce -3.8% 34,714 $20.3M
Nuveen Asset Management, LLC 0.01% Add +312.4% 34,619 $20.3M
Saiph Capital, LLC 9.20% Reduce -1.9% 34,597 $20.3M
Ameritas Investment Partners, Inc. 0.66% Add +38.3% 34,522 $20.2M
Watts Gwilliam & Co., LLC 4.27% Reduce -3.3% 34,317 $20.2M
Brave Asset Management Inc. 6.42% Reduce -1.7% 34,465 $20.2M
Cobblestone Capital Advisors LLC 1.10% Add +0.2% 34,425 $20.2M
Beacon Bridge Wealth Partners, LLC 8.56% Reduce -3.5% 34,393 $20.2M
Virtue Capital Management, LLC 4.02% Add +5.6% 34,085 $20.0M
Meridian Wealth Advisors, LLC 3.29% Add +0.0% 34,003 $19.9M
Global Trust Asset Management, LLC 7.52% Reduce -3.1% 33,828 $19.8M
Aspen Investment Management Inc 9.16% Add +0.7% 33,667 $19.7M
Hummer Financial Advisory Services Inc 15.56% No change 33,467 $19.7M
Bartlett & Co. Wealth Management LLC 0.28% Add +6.8% 33,273 $19.6M
Black Maple Capital Management LP 14.86% Reduce -10.7% 33,295 $19.5M
Pinnacle Family Advisors, LLC 9.40% Add +157.7% 33,120 $19.4M
Aprio Wealth Management, LLC 2.83% Reduce -0.9% 33,117 $19.4M
Magnolia Capital Management Ltd. 15.38% Reduce -3.7% 33,036 $19.4M
New England Private Wealth Advisors LLC 3.05% Reduce -0.0% 32,880 $19.3M
Country Club Bank 1.29% Add +2.3% 32,735 $19.3M
Dynamic Advisor Solutions LLC 0.83% Reduce -46.7% 32,749 $19.2M
Delta Financial Advisors LLC 7.13% Add +4.5% 32,723 $19.2M
Capital Advisory Group Advisory Services, LLC 6.84% Add +0.2% 32,514 $19.1M
PCG Asset Management, LLC 16.71% — 32,501 $19.0M
Gateway Wealth Partners, LLC 4.93% Reduce -0.7% 32,493 $19.0M
Baron Financial Group, LLC 11.80% Reduce -1.8% 32,457 $19.0M
Seven Mile Advisory 12.13% Reduce -1.0% 32,443 $19.0M
Second Line Capital, LLC 5.11% Add +0.6% 32,221 $18.9M
Soltis Investment Advisors LLC 1.75% Add +6.5% 32,282 $18.9M
Resolute Advisors LLC 3.81% Reduce -3.6% 32,132 $18.9M
Coastline Trust Co 2.21% Add +14.9% 32,158 $18.8M
Fayez Sarofim & Co 0.05% Add +45.5% 32,137 $18.8M
Aspire Private Capital, LLC 4.67% Reduce -15.7% 32,135 $18.8M
First National Bank of Mount Dora, Trust Investment Services 4.40% Reduce -9.3% 32,113 $18.8M
New Wave Wealth Advisors LLC 7.70% Add +28.4% 32,069 $18.8M
Blue Investment Partners LLC 6.89% Reduce -0.7% 32,027 $18.8M
Pioneer Trust Bank N A 4.71% Add +2.8% 31,959 $18.7M
First Manhattan Co. Llc. 0.05% Reduce -7.6% 31,791 $18.7M
SlateStone Wealth, LLC 1.83% Reduce -70.9% 31,892 $18.7M
Winthrop Advisory Group LLC 2.24% Add +0.2% 31,886 $18.7M
Atlas Private Wealth Advisors 2.65% Reduce -0.9% 31,882 $18.7M
Central Bank & Trust Co. 2.81% Reduce -9.1% 31,682 $18.6M
Cornerstone Capital, Inc. 1.95% Reduce -0.9% 31,561 $18.5M
Romano Brothers and Company 2.33% Reduce -0.1% 31,513 $18.5M
Trust Co of the South 3.74% Reduce -0.6% 31,352 $18.4M
Royal Capital Wealth Management, LLC 12.88% Add +2.3% 31,338 $18.4M
EWG Elevate Inc. 5.59% Add +23.3% 31,319 $18.4M
Intrepid Financial Planning Group LLC 7.72% Reduce -4.1% 31,193 $18.3M
Landmark Wealth Management, Inc. 8.87% Reduce -6.3% 31,097 $18.2M
Oakworth Capital, Inc. 1.25% Add +2.4% 31,055 $18.2M
Safe Harbor Fiduciary, LLC 18.52% Reduce -2.5% 31,011 $18.2M
Black Swift Group, LLC 3.85% Add +46.8% 30,985 $18.2M
J. Goldman & Co LP 0.64% Reduce -78.7% 30,908 $18.1M
Henshaw Capital LLC 0.75% No change 30,900 $18.1M
HUB Investment Partners, LLC 0.76% Reduce -8.1% 30,896 $18.1M
FSC Wealth Advisors, LLC 11.62% Add +4.0% 30,797 $18.0M
JCP Investment Management, LLC 10.63% No change 30,669 $18.0M
Sepio Capital, LP 1.44% Reduce -19.2% 30,746 $18.0M
Verity Asset Management, Inc. 10.15% Add +6.0% 36,191 $18.0M
Private Advisory Group LLC 2.01% Reduce -10.8% 30,637 $18.0M
Heritage Trust Co 2.10% — 30,449 $17.8M
Private Trust Co. NA 1.83% Reduce -5.3% 30,423 $17.8M
LifeSteps Financial, Inc. 13.67% Add +0.1% 30,405 $17.8M
Penobscot Investment Management Company, Inc. 1.62% Add +1.6% 30,387 $17.8M
Dohj, LLC 4.11% Add +15.0% 30,371 $17.8M
YHB Investment Advisors, Inc. 1.46% Add +3.6% 30,365 $17.8M
Paragon Financial Partners, Inc. 13.38% Reduce -3.5% 30,323 $17.8M
J. Safra Sarasin Holding AG 0.30% Reduce -3.6% 30,297 $17.8M
Cornerstone Wealth Management, LLC 1.20% Add +2.3% 30,260 $17.7M
Sincerus Advisory, LLC 18.95% — 30,145 $17.7M
Arete Wealth Advisors, LLC 1.27% Add +31.7% 30,124 $17.7M
Accurate Wealth Management, LLC 3.39% Add +98.7% 30,404 $17.6M
BW Gestao de Investimentos Ltda. 0.82% Reduce -44.8% 30,000 $17.6M
Lockheed Martin Investment Management Co. 0.70% No change 30,000 $17.6M
TKG Advisors, LLC 8.09% Add +4.0% 28,858 $17.5M
James J. Burns & Company, LLC 3.05% Add +40.3% 29,935 $17.5M
Evergreen Capital Management LLC 0.57% Reduce -1.8% 29,810 $17.5M
Legal & General Group Plc 0.00% No change 29,900 $17.5M
Strategic Blueprint, LLC 1.04% Add +2.1% 29,699 $17.4M
Moloney Securities Asset Management, LLC 2.35% Add +1.6% 29,669 $17.4M
Koshinski Asset Management, Inc. 1.49% Add +4.2% 29,665 $17.4M
WealthBridge Capital Management, LLC 4.82% Reduce -0.3% 29,631 $17.4M
E&G Advisors, LLC 4.71% Add +15.5% 29,625 $17.4M
Tolleson Wealth Management, Inc. 3.55% Reduce -61.4% 29,479 $17.3M
Solstein Capital, LLC 9.67% No change 29,466 $17.3M
Tocqueville Asset Management L.P. 0.27% Reduce -1.0% 29,440 $17.3M
Great Lakes Advisors, LLC 0.15% Add +23.1% 29,348 $17.2M
Signature Estate & Investment Advisors LLC 0.43% Add +0.7% 29,188 $17.1M
Sei Investments Co. 0.02% Reduce -1.2% 29,151 $17.1M
Kesler, Norman & Wride, LLC 3.69% Add +2.2% 29,132 $17.1M
Invictus Private Wealth, LLC 1.30% Reduce -0.9% 29,106 $17.1M
American Asset Management Inc. 17.28% Reduce -60.2% 28,991 $17.0M
Genesis Wealth Advisors, LLC 14.77% — 28,911 $16.9M
Nixon Peabody Trust Co. 1.39% Add +1.0% 28,855 $16.9M
Axxcess Wealth Management, LLC 0.42% Reduce -15.1% 28,819 $16.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.33% Reduce -0.3% 28,789 $16.9M
Legacy Capital Wealth Partners, LLC 4.17% Reduce -49.3% 78,678 $16.9M
Salem Investment Counselors Inc. 0.55% Add +0.5% 28,662 $16.8M
Y.D. More Investments Ltd 1.51% Add +0.3% 28,543 $16.8M
Cypress Capital, LLC 4.80% Reduce -19.6% 28,609 $16.8M
Bleichroeder LP 4.22% Add +1056.7% 28,570 $16.7M
TAP Consulting, LLC 3.42% Add +0.9% 28,552 $16.7M
Lodestar Private Asset Management LLC 2.09% Reduce -0.4% 28,527 $16.7M
Plante Moran Financial Advisors, LLC 1.39% Add +2.6% 28,526 $16.7M
Patton Fund Management, Inc. 3.26% Reduce -3.4% 28,431 $16.7M
Benjamin Edwards Inc. 0.24% Add +3.1% 28,302 $16.6M
Insight Advisors, LLC/ PA 2.83% Add +24.5% 28,130 $16.5M
Fi3 FINANCIAL ADVISORS, LLC 6.20% Reduce -2.2% 28,139 $16.5M
American Investment Services, Inc. 2.93% Add +0.1% 28,231 $16.5M
Americana Partners, LLC 0.68% Reduce -24.3% 28,213 $16.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 6.09% Add +0.2% 27,310 $16.5M
Seaview Investment Managers LLC 4.56% Add +47.8% 28,127 $16.5M
Nilsine Partners, LLC 1.76% Add +5.6% 28,127 $16.5M
Trifecta Capital Advisors, LLC 3.25% Reduce -3.2% 28,084 $16.5M
Veltria Advisors Corp. 6.84% Add +1.4% 28,030 $16.4M
Avestar Capital, LLC 1.49% Add +40.9% 27,991 $16.4M
Sachetta, LLC 6.46% Add +4.6% 27,913 $16.4M
Gryphon Financial Partners LLC 2.34% Reduce -30.2% 27,803 $16.3M
Prostatis Group LLC 4.73% Add +1054.2% 27,689 $16.2M
Composition Wealth, LLC 0.33% Add +9.5% 27,680 $16.2M
Founders Capital Management, LLC 2.87% Add +4.4% 27,633 $16.2M
Clarus Wealth Advisors 8.04% Add +7.3% 27,780 $16.2M
Neumann Capital Management, LLC 5.36% Reduce -0.6% 27,534 $16.1M
Moneco Advisors, LLC 1.70% Add +23.4% 27,508 $16.1M
Atlantic Union Bankshares Corp 0.94% Reduce -3.1% 27,502 $16.1M
Coldstream Capital Management Inc. 0.34% Add +0.6% 27,350 $16.0M
SimpliFi, Inc. 7.30% Reduce -0.4% 27,242 $16.0M
GC Wealth Management RIA, LLC 2.81% Reduce -4.7% 27,236 $16.0M
Rockbridge Investment Management, LCC 2.04% Add +0.0% 27,181 $15.9M
Kaizen Financial Strategies 9.05% Add +8.3% 27,140 $15.9M
Strategic Wealth Partners, Ltd. 1.32% Reduce -1.5% 26,081 $15.9M
Basso Capital Management, L.P. 13.75% No change 27,126 $15.9M
West Branch Capital LLC 5.06% Add +3.2% 27,088 $15.9M
Aaron Wealth Advisors LLC 1.84% Add +14.7% 27,067 $15.9M
Apriem Advisors 1.82% Add +1.7% 27,045 $15.9M
Wealth Architects, LLC 1.79% Add +2.6% 27,030 $15.8M
Mainsail Financial Group, LLC 9.17% Add +2.5% 26,999 $15.8M
Relyea Zuckerberg Hanson LLC 2.12% Add +0.2% 26,935 $15.8M
Alphadyne Asset Management LP 6.54% New 26,928 $15.8M
Optas, LLC 3.40% No change 26,906 $15.8M
Ellis Investment Partners, LLC 3.10% Reduce -0.1% 26,822 $15.7M
McHugh Group, LLC 11.86% — 26,700 $15.6M
SouthState Bank Corp 1.02% Reduce -1.1% 26,686 $15.6M
Measured Wealth Private Client Group, LLC 5.05% Reduce -4.4% 26,661 $15.6M
Sax Wealth Advisors, LLC 1.22% Add +1.1% 26,658 $15.6M
Clear Street Derivatives LLC 0.21% Add +102.7% 26,656 $15.6M
Fiducient Advisors LLC 1.93% Reduce -4.2% 26,604 $15.6M
Trilogy Capital Inc. 0.80% Add +458.5% 26,586 $15.6M
Stelac Advisory Services LLC 6.07% Reduce -3.3% 26,493 $15.6M
Flagship Private Wealth, LLC 7.48% Reduce -2.1% 26,514 $15.5M
IMA Advisory Services, Inc. 1.87% New 26,493 $15.5M
Wealthedge Investment Advisors, LLC 6.99% — 26,470 $15.5M
Guerra Advisors Inc 8.59% — 26,447 $15.5M
Norden Group LLC 1.75% Add +3.4% 26,392 $15.5M
Icon Wealth Advisors, LLC 1.27% Add +0.9% 26,351 $15.4M
Peterson Wealth Management 9.19% Add +4.1% 26,348 $15.4M
PFG Advisors 0.94% Reduce -3.2% 26,226 $15.4M
Legacy Trust 3.56% Reduce -5.5% 26,202 $15.4M
Moors & Cabot, Inc. 0.73% Add +3.4% 26,194 $15.4M
Citizens Business Bank 3.66% Add +56.4% 26,192 $15.4M
Integrity Financial Corp 8.81% Add +1.5% 26,152 $15.3M
World Equity Group, Inc. 3.28% Add +107.9% 26,090 $15.3M
Oldfather Financial Services, LLC 5.81% Reduce -0.9% 26,038 $15.3M
MMBG Investment Advisors Co. 1.62% Reduce -10.9% 26,019 $15.2M
Gridiron Partners, LLC 9.65% No change 26,000 $15.2M
Mycio Wealth Partners, LLC 3.65% Add +3.9% 25,990 $15.2M
Titleist Asset Management, LLC 1.75% Add +9.5% 25,872 $15.2M
Sage Mountain Advisors LLC 1.11% Add +59.8% 25,872 $15.2M
International Assets Investment Management, LLC 1.25% Add +3.2% 25,652 $15.0M
Level Four Advisory Services, LLC 0.61% Add +5.6% 25,545 $15.0M
PCG Wealth Advisors, LLC 5.52% Reduce -1.7% 25,526 $15.0M
Bryn Mawr Trust Advisors, LLC 0.80% Add +0.2% 25,446 $14.9M
Inspire Trust Co, N.A. 3.80% Reduce -2.8% 25,394 $14.9M
Florida Trust Wealth Management Co 0.48% Add +2.7% 25,385 $14.9M
Harbour Trust & Investment Management Co 1.69% Reduce -2.2% 25,377 $14.9M
GEM Asset Management, LLC 8.29% Add +0.1% 25,357 $14.9M
Annandale Capital, LLC 2.94% Reduce -2.7% 25,301 $14.8M
Atlas Financial Advisors, Inc. 23.15% Reduce -6.4% 25,299 $14.8M
Bouchey Financial Group, Ltd. 1.30% Reduce -3.8% 25,289 $14.8M
Conscious Wealth Investments, LLC 10.04% Add +1.1% 24,770 $14.8M
Rothschild Investment LLC 0.96% Reduce -0.3% 25,131 $14.7M
Texas Yale Capital Corp. 0.59% Add +8.2% 25,088 $14.7M
PFC Capital Group, Inc. 7.11% Reduce -0.4% 25,066 $14.7M
Fifth Lane Capital, LP 43.92% No change 25,000 $14.7M
Tandem Investment Partners LLC 14.02% — 24,999 $14.7M
Tortoise Investment Management, LLC 1.55% Reduce -8.8% 24,991 $14.6M
Okabena Investment Services Inc. 4.06% Add +12.4% 24,954 $14.6M
Cacti Asset Management LLC 1.09% No change 24,795 $14.6M
Berger Financial Group, Inc 1.01% Reduce -8.4% 24,872 $14.6M
Wesbanco Bank Inc. 0.50% Reduce -11.8% 24,746 $14.5M
WCG Wealth Advisors LLC 0.96% Reduce -8.0% 24,724 $14.5M
Bell Bank 1.08% Reduce -1.2% 24,723 $14.5M
Reyes Financial Architecture, Inc. 11.39% — 24,714 $14.5M
Voisard Asset Management Group, Inc. 4.84% Reduce -28.5% 24,687 $14.5M
Empower Advisory Group, LLC 0.05% Add +1.2% 24,617 $14.4M
BOS Asset Management, LLC 5.19% Add +5.0% 24,583 $14.4M
Legacy Capital Wealth Management, LLC 14.27% — 24,522 $14.4M
Smith Chas P & Associates Pa Cpas 0.83% Add +0.2% 24,493 $14.4M
SBI Securities Co., Ltd. 0.44% — 24,431 $14.3M
Moon Capital Management LP 10.86% New 24,373 $14.3M
Childress Capital Advisors, LLC 3.98% Add +4.2% 24,368 $14.3M
Brown, Lisle/Cummings, Inc. 4.26% Add +0.2% 24,348 $14.3M
G&S Capital LLC 5.88% Add +3.0% 24,319 $14.3M
Anb Bank 6.25% — 24,283 $14.2M
Pathway Financial Advisors LLC 3.27% Reduce -0.2% 24,266 $14.2M
Nadler Financial Group, Inc. 1.50% Add +0.8% 24,231 $14.2M
Carolinas Wealth Consulting LLC 2.78% Reduce -4.5% 24,088 $14.2M
Mount Capital Ltd 5.01% Add +102.5% 24,100 $14.1M
Marco Investment Management LLC 1.22% Add +11.3% 24,080 $14.1M
Bristlecone Advisors, LLC 1.10% Reduce -0.3% 24,072 $14.1M
Cavalier Investments, LLC 4.71% Reduce -1.5% 24,042 $14.1M
Industrial Alliance Investment Management Inc. 10.92% Reduce -79.5% 23,974 $14.1M
Moneywise, Inc. 7.04% Add +17.2% 23,944 $14.0M
Vertex Planning Partners, LLC 3.09% Reduce -37.5% 23,917 $14.0M
Corundum Group, Inc. 5.23% Add +79.4% 23,911 $14.0M
Accredited Investors Inc. 0.82% Add +0.8% 23,843 $14.0M
Gerber Kawasaki Wealth & Investment Management 0.60% Reduce -0.0% 23,728 $13.9M
Morangie Management LLC 11.31% — 23,625 $13.9M
CenterStar Asset Management, LLC 30.49% Reduce -68.5% 23,718 $13.9M
Panagora Asset Management Inc. 0.06% Add +47.8% 23,684 $13.9M
Tandem Wealth Advisors LLC 7.07% Add +16.0% 23,627 $13.8M
Sunflower Bank, N.A. 3.84% Reduce -28.4% 23,561 $13.8M
Vident Advisory, LLC 0.24% Add +31.1% 23,548 $13.8M
Perennial Investment Advisors, LLC 1.63% Add +8.0% 23,534 $13.8M
First Foundation Advisors 0.52% Reduce -0.8% 23,520 $13.8M
Agf Management Ltd. 0.07% Reduce -0.2% 23,512 $13.8M
Pacific Center for Financial Services 3.55% Reduce -0.8% 23,507 $13.8M
K.J. Harrison & Partners Inc 2.15% Reduce -0.8% 23,494 $13.7M
Magnus Financial Group LLC 1.33% Add +5.2% 23,431 $13.7M
MinichMacGregor Wealth Management, LLC 2.85% Add +21.8% 23,402 $13.7M
Ethos Financial Group, LLC 1.80% Reduce -2.8% 23,316 $13.7M
Hedeker Wealth, LLC 3.41% Reduce -8.7% 23,357 $13.7M
Evanson Asset Management, LLC 0.94% Add +4.9% 23,345 $13.7M
Optimum Investment Advisors 6.02% Add +0.4% 23,287 $13.6M
Sanders Morris Harris LLC 2.04% Add +70.1% 23,208 $13.6M
Torque Asset Management LLC 6.36% Reduce -25.8% 23,193 $13.6M
Ayalon Insurance Comp Ltd. 4.19% Add +0.6% 23,085 $13.6M
Cambridge Associates LLC /Ma/ 0.43% Reduce -67.3% 23,137 $13.6M
Confluence Investment Management LLC 0.19% Reduce -9.9% 23,125 $13.6M
St Germain D J Co. Inc. 0.61% Reduce -4.4% 23,047 $13.5M
Hopwood Financial Services, Inc. 10.23% — 23,041 $13.5M
Orange Investment Advisors, Inc. 1.53% Reduce -4.6% 23,019 $13.5M
NBW Capital LLC 2.50% Reduce -23.4% 23,014 $13.5M
Opulen Financial Group LLC 12.22% — 22,934 $13.4M
Balboa Wealth Partners 3.07% Add +7.4% 22,879 $13.4M
Laurel Wealth Advisors LLC 2.09% Add +0.7% 22,810 $13.4M
Twin Focus Capital Partners, LLC 1.97% Reduce -3.6% 22,800 $13.4M
Venturi Wealth Management, LLC 0.66% Add +90.4% 22,790 $13.4M
Grandview Asset Management LLC 4.89% Add +18.8% 22,744 $13.3M
Evelyn Partners Investment Management (Europe) Ltd 4.85% — 22,733 $13.3M
Simplex Trading, LLC 0.37% New 22,614 $13.3M
Appleton Partners Inc. 0.98% Reduce -2.6% 22,598 $13.2M
Lowe Brockenbrough & Co. Inc. 0.85% Add +0.0% 22,466 $13.2M
Stordahl Capital Management, Inc. 3.12% Reduce -0.5% 22,533 $13.2M
Family Capital Management, Inc. 7.97% Add +5.0% 22,529 $13.2M
Gries Financial LLC 2.34% Reduce -0.5% 22,470 $13.2M
Nicolet Bankshares Inc. 2.57% Reduce -0.5% 22,467 $13.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.65% Add +287.8% 22,386 $13.1M
Sheaff Brock Investment Advisors, LLC 1.14% Add +17.2% 22,389 $13.1M
Equitable Trust Co. 0.73% New 22,290 $13.1M
Howard Financial Services, LTD. 1.78% Add +1.8% 22,277 $13.1M
Custos Family Office, LLC 4.57% Reduce -2.5% 22,276 $13.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.38% Add +0.2% 22,227 $13.0M
Mayflower Financial Advisors, LLC 1.95% Reduce -0.3% 22,205 $13.0M
West Paces Advisors Inc. 3.17% Add +5.7% 22,153 $13.0M
Bigelow Investment Advisors, LLC 6.08% Reduce -7.8% 22,119 $13.0M
Camarda Financial Advisors, LLC 4.87% Reduce -2.2% 22,109 $13.0M
Schnieders Capital Management LLC 2.58% Reduce -1.1% 22,102 $13.0M
Hickory Point Bank & Trust 11.44% — 21,993 $12.9M
Phoenix Financial Ltd. 0.18% Add +7.4% 21,953 $12.9M
Patten & Patten Inc. 0.85% Add +0.6% 21,943 $12.9M
Sfmg, LLC 1.01% Reduce -2.6% 21,901 $12.8M
Little House Capital LLC 3.64% Add +160.2% 21,751 $12.7M
JFS Wealth Advisors, LLC 0.87% Add +10.5% 21,707 $12.7M
McLean Asset Management Corp 3.82% Reduce -0.4% 21,707 $12.7M
Guardian Wealth Advisors, LLC / NC 1.01% Add +0.5% 21,658 $12.7M
Addison Capital Co 5.04% Add +19.2% 21,616 $12.7M
LVM Capital Management Ltd. 1.36% Reduce -3.9% 21,552 $12.6M
Benjamin Joseph Floyd Dba Floyd Capital Management 100.00% — 21,430 $12.6M
Jacksonville Wealth Management, LLC 11.72% — 21,425 $12.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.36% Add +2.9% 21,301 $12.5M
Factor Wealth Management LTD 4.16% — 21,374 $12.5M
Zurich Insurance Group Ltd 0.10% Reduce -4.3% 21,239 $12.5M
Compass Ion Advisors, LLC 1.49% Reduce -2.1% 21,361 $12.5M
Morton Brown Family Wealth, LLC 4.36% Reduce -3.7% 21,347 $12.5M
Edgewood Management LLC 0.04% Add +31.9% 21,317 $12.5M
Destination Wealth Management 0.39% Add +4.0% 21,311 $12.5M
Monetta Financial Services Inc. 10.04% Reduce -4.0% 21,300 $12.5M
Larson Financial Group LLC 0.65% Add +29.8% 21,282 $12.5M
Comprehensive Financial Management LLC 0.34% No change 21,142 $12.4M
Moody LYNN Lieberson & Walker, LLC 0.76% Reduce -1.2% 21,195 $12.4M
Intrust Bank NA 1.26% Reduce -0.1% 21,154 $12.4M
Sovran Advisors, LLC 1.77% — 21,282 $12.4M
One Capital Management, LLC 0.41% Reduce -7.1% 21,005 $12.3M
Ami Investment Management Inc. 3.99% Add +15.0% 20,955 $12.3M
Carrhae Capital LLP 1.45% Reduce -21.1% 20,931 $12.3M
Ostrum Asset Management 1.06% Reduce -20.8% 20,910 $12.2M
AdvisorNet Financial, Inc 1.02% Add +5.2% 20,857 $12.2M
Foresight Capital Management Advisors, Inc. 7.16% Add +2.4% 20,857 $12.2M
Milestone Asset Management, LLC 2.70% Reduce -5.9% 20,829 $12.2M
Marquette Associates, Inc. 10.07% Reduce -0.5% 20,712 $12.1M
Badgley Phelps Wealth Managers, LLC 0.28% Reduce -0.3% 20,589 $12.1M
Luken Investment Analytics, LLC 5.61% Reduce -0.2% 20,656 $12.1M
Good Life Advisors, LLC 0.88% Reduce -6.2% 20,622 $12.1M
Coppell Advisory Solutions LLC 1.68% Add +8.0% 20,485 $12.0M
Lyell Wealth Management, LP 1.08% Reduce -0.2% 20,512 $12.0M
Trust Point Inc. 0.83% Add +300.9% 20,492 $12.0M
Global Financial Private Client, LLC 4.50% Reduce -1.0% 20,490 $12.0M
Towercrest Capital Management 1.94% Add +0.8% 20,485 $12.0M
Hillcrest Wealth Advisors - NY, LLC 5.71% Reduce -0.7% 20,485 $12.0M
Sage Capital Advisors,llc 3.12% Reduce -1.2% 20,472 $12.0M
Navis Wealth Advisors, LLC 13.08% Reduce -0.2% 20,436 $12.0M
BlueChip Wealth Advisors LLC 6.63% Add +7.5% 20,407 $12.0M
Berkshire Asset Management LLC 0.56% Reduce -13.7% 19,644 $11.9M
AAFMAA Wealth Management & Trust LLC 5.23% Add +0.9% 20,364 $11.9M
Manning & Napier Advisors LLC 0.14% Reduce -1.5% 20,354 $11.9M
Montecito Bank & Trust 2.06% Reduce -8.7% 20,278 $11.9M
Advisor OS, LLC 1.37% Reduce -0.9% 20,238 $11.9M
Sandbox Financial Partners, LLC 3.95% Add +12.7% 20,205 $11.8M
Texas Capital Bank Wealth Management Services Inc 1.21% Reduce -0.3% 20,139 $11.8M
Schrum Private Wealth Management LLC 9.99% Reduce -43.9% 20,124 $11.8M
Cypress Capital Group 1.45% Reduce -7.5% 20,110 $11.8M
Isomer Partners LP 15.84% New 20,000 $11.8M
Bienville Capital Management, LLC 2.88% Reduce -3.3% 19,986 $11.8M
Mufg Securities Americas Inc. 1.55% — 20,000 $11.7M
Tsfg, LLC 2.40% Reduce -1.3% 19,958 $11.7M
UMB Bank, n.a. 0.18% Reduce -2.3% 19,958 $11.7M
NDWM LLC 9.72% Add +50.4% 19,834 $11.6M
Traction Financial Partners, LLC 9.03% Reduce -3.2% 19,820 $11.6M
Financial Guidance Group, Inc. 6.36% Add +2.8% 19,819 $11.6M
Highview Capital Management LLC 4.46% Reduce -1.4% 19,810 $11.6M
Paulson Wealth Management Inc. 3.17% Reduce -4.1% 19,804 $11.6M
Rothschild Wealth LLC 3.37% Add +419.7% 19,687 $11.5M
Ancora Advisors LLC 0.26% Add +1.9% 19,665 $11.5M
First Merchants Corp. 0.44% Add +1.3% 19,634 $11.5M
Allen Mooney & Barnes Investment Advisors LLC 1.94% Add +0.8% 19,632 $11.5M
Parkside Financial Bank & Trust 1.52% Add +0.8% 19,628 $11.5M
US Financial Advisors, LLC 3.54% Reduce -2.0% 19,627 $11.5M
Clark Financial Services Group Inc. 8.80% Reduce -0.6% 19,625 $11.5M
Boxwood Ventures, Inc. 15.39% Add +0.0% 19,550 $11.5M
Golden State Wealth Management, LLC 1.72% — 19,529 $11.4M
Clifford Swan Investment Counsel LLC 0.41% Add +17.2% 19,529 $11.4M
KG Capital Management 3.67% Add +2.6% 19,498 $11.4M
Cordant, Inc. 6.01% Reduce -1.3% 19,496 $11.4M
Edge Financial Advisors LLC 10.19% Reduce -12.3% 19,466 $11.4M
Catalyst Financial Partners LLC 2.14% Add +2.4% 19,458 $11.4M
Grove Bank & Trust 1.58% Add +5.6% 19,443 $11.4M
Roger Wittlin Investment Advisory, LLC 6.38% Add +23.9% 19,426 $11.4M
Aries Wealth Management 3.13% Add +3.3% 19,418 $11.4M
Yost Capital Management, LP 12.64% New 19,400 $11.4M
Union Savings Bank 5.59% Add +5.5% 19,389 $11.4M
MidAtlantic Capital Management, Inc. 8.32% Add +0.1% 19,380 $11.4M
Dale Q Rice Investment Management Ltd 4.96% — 19,249 $11.3M
Elios Financial Group Inc. 5.33% Reduce -2.9% 19,221 $11.3M
ORBA Wealth Advisors, L.L.C. 5.88% Add +0.5% 19,191 $11.2M
First National Bank of Omaha 0.73% Add +43.5% 19,187 $11.2M
Arkadios Wealth Advisors 0.61% Reduce -2.6% 19,170 $11.2M
Fullerton Fund Management Co Ltd. 0.39% Add +253.0% 19,102 $11.2M
Oxler Private Wealth LLC 3.66% Add +0.2% 19,001 $11.1M
Quadcap Wealth Management, LLC 1.64% Add +6.0% 18,970 $11.1M
Biltmore Family Office, LLC 1.86% Reduce -5.4% 18,864 $11.1M
Van Hulzen Asset Management, LLC 0.81% Add +1.1% 18,884 $11.1M
DDD Partners, LLC 1.36% Add +157.4% 18,872 $11.1M
St. Johns Investment Management Company, LLC 5.14% Add +8.3% 18,845 $11.0M
Bedel Financial Consulting, Inc. 1.53% Add +1.6% 18,246 $11.0M
Lee, Kelleher & Klein Wealth Management 7.85% — 18,798 $11.0M
TFO Wealth Partners, LLC 5.21% No change 18,732 $11.0M
Canopy Partners, LLC 4.19% No change 18,732 $11.0M
Northern Financial Advisors Inc 8.75% Reduce -6.8% 18,693 $11.0M
Asset Management One Co., Ltd. 0.04% Add +162.9% 18,400 $10.9M
Wealth Dimensions Group, Ltd. 2.68% Reduce -0.4% 18,676 $10.9M
MorganRosel Wealth Management, LLC 3.58% Reduce -0.2% 18,613 $10.9M
Nwam LLC 0.67% Reduce -19.6% 18,611 $10.9M
Qalhat Capital Ltd 2.88% No change 18,585 $10.9M
Planning Alternatives Ltd. 1.66% Reduce -4.2% 18,470 $10.8M
FCG Investment Co 6.58% Add +2139.7% 18,455 $10.8M
BluePointe Capital Management, LLC 6.19% Reduce -1.3% 18,385 $10.8M
GAMCO Investors 0.11% No change 18,410 $10.8M
Strategic Family Wealth Counselors, L.L.C. 3.51% Add +2.8% 18,376 $10.8M
St. Louis Financial Planners Asset Management, LLC 7.75% Reduce -10.4% 18,298 $10.7M
Quent Capital, LLC 1.11% Reduce -9.9% 18,298 $10.7M
Vista Investment Partners LLC 3.34% Add +5.3% 18,262 $10.7M
Weil Company, Inc. 3.70% Reduce -0.5% 18,251 $10.7M
Prism Advisors, Inc. 3.20% Reduce -3.0% 18,238 $10.7M
Ramiah Investment Group 9.71% Add +10.4% 18,197 $10.7M
Ullmann Wealth Partners Group, LLC 1.37% Reduce -0.1% 18,152 $10.6M
Baker Avenue Asset Management, LP 0.33% Add +26.8% 18,150 $10.6M
Mather Group, Llc. 0.14% Reduce -2.3% 18,133 $10.6M
RFG Advisory, LLC 0.30% Add +53.5% 18,133 $10.6M
Principle Wealth Partners LLC 0.75% Reduce -0.4% 18,121 $10.6M
Atlas Capital Advisors Inc. 1.35% Reduce -5.3% 18,078 $10.6M
Mission Creek Capital Partners, Inc. 2.31% Add +0.3% 18,065 $10.6M
Wernau Asset Management Inc. 10.24% — 18,048 $10.6M
L.M. Kohn & Company 2.74% Reduce -1.2% 18,032 $10.6M
Constant Guidance Financial LLC 9.09% Reduce -41.4% 18,008 $10.6M
Yakira Capital Management, Inc. 4.20% New 18,000 $10.5M
E Fund Management Co., Ltd. 0.53% Add +13.2% 17,974 $10.5M
E Fund Management (Hong Kong) Co., Ltd. 8.40% Add +13.2% 17,974 $10.5M
Sound View Wealth Advisors Group, LLC 0.84% Add +0.1% 17,851 $10.5M
NORTHSTAR ASSET MANAGEMENT Co 2.39% Add +0.1% 17,803 $10.4M
Principal Securities, Inc. 0.23% Reduce -2.1% 17,767 $10.4M
Tidal Investments LLC 0.09% Add +434.4% 17,715 $10.4M
Warwick Investment Management, Inc. 2.13% Reduce -38.5% 17,670 $10.4M
J. W. Coons Advisors, LLC 2.66% Reduce -0.8% 17,663 $10.4M
SpringVest Wealth Management LLC 8.86% — 17,582 $10.3M
Rpo LLC 14.66% Reduce -8.4% 17,625 $10.3M
First Citizens Bank & Trust Co. 0.19% Reduce -4.4% 17,535 $10.3M
Winthrop Capital Management, LLC 2.73% Add +0.0% 17,460 $10.3M
CPC Advisors, LLC 1.39% Add +177.1% 17,446 $10.2M
Zevin Asset Management LLC 1.50% Reduce -0.4% 17,441 $10.2M
Godsey & Gibb, Inc. 1.02% Reduce -1.0% 17,422 $10.2M
CWA Asset Management Group, LLC 0.51% Add +11.7% 17,389 $10.2M
Cannon Advisors, Inc. 8.65% Add +0.3% 17,366 $10.2M
Waterloo Capital, L.P. 1.07% Add +12.6% 17,286 $10.1M
Courier Capital LLC 0.70% Reduce -1.3% 17,279 $10.1M
Codex Capital Asset Management L.L.C. 4.48% No change 17,270 $10.1M
Cornell Pochily Investment Advisors, Inc. 3.53% Reduce -0.6% 17,261 $10.1M
Lansing Street Advisors 3.52% Reduce -1.8% 17,258 $10.1M
CFM Wealth Partners LLC 1.70% Add +2.1% 17,186 $10.1M
Bristol Gate Capital Partners Inc. 0.49% Add +511.8% 17,168 $10.1M
Ascension Capital Advisors, Inc. 4.38% Reduce -0.5% 17,155 $10.1M
Frazier Financial Advisors, LLC 7.97% Reduce -0.7% 17,089 $10.1M
1248 Management, LLC 4.31% — 17,033 $10.0M
StoneX Group Inc. 0.55% Reduce -32.6% 16,960 $10.0M
Arlington Trust Co LLC 2.09% Add +0.1% 16,923 $9.9M
Channel Wealth LLC 3.22% Add +43.0% 16,854 $9.9M
SeaCrest Wealth Management, LLC 1.04% Add +0.6% 16,854 $9.9M
Canandaigua National Trust Co of Florida 7.70% Add +9.6% 16,829 $9.9M
Davies Financial Advisors, Inc. 8.36% Add +10.4% 16,762 $9.8M
True Freedom Investing, LLC 4.26% — 16,744 $9.8M
Institute for Wealth Management, LLC. 1.23% Add +75.9% 16,709 $9.8M
Iams Wealth Management, LLC 4.49% Add +22.0% 16,708 $9.8M
Paragon Capital Management Ltd 1.97% Reduce -1.3% 16,687 $9.8M
RMR Wealth Builders 1.01% Reduce -1.6% 16,674 $9.8M
Van Cleef Asset Management,Inc 1.07% Reduce -0.4% 16,646 $9.8M
Bensler, LLC 1.16% Add +7.1% 16,632 $9.7M
Performance Wealth Partners, LLC 0.31% Reduce -0.3% 16,598 $9.7M
Zhang Financial LLC 0.56% Add +0.1% 16,586 $9.7M
Peddock Capital Advisors, LLC 2.33% Add +3.7% 16,584 $9.7M
LMG Wealth Partners, LLC 2.12% No change 16,568 $9.7M
Legacy Edge Advisors, LLC 1.54% Add +3.7% 16,466 $9.7M
Flagship Wealth Advisors, LLC 5.69% — 16,522 $9.7M
Next Level Private LLC 3.90% Reduce -0.2% 16,504 $9.7M
Calton & Associates, Inc. 4.27% Reduce -23.5% 16,485 $9.7M
Community Bank, N.A. 1.24% Reduce -0.7% 16,478 $9.7M
Blue Trust, Inc. 0.12% Reduce -15.7% 16,467 $9.7M
Sigma Investment Counselors Inc. 0.56% Reduce -1.0% 16,406 $9.6M
GWN Securities Inc. 2.57% — 15,818 $9.6M
Pittenger & Anderson Inc. 0.35% Reduce -3.1% 16,371 $9.6M
Chatham Capital Group, Inc. 1.58% Reduce -2.2% 16,355 $9.6M
Pinnacle Financial Group, LLC / IL 3.74% Reduce -0.5% 16,307 $9.6M
Old North State Trust, LLC 6.06% Add +36.2% 16,261 $9.5M
Forum Financial Management, LP 0.16% Add +3.7% 16,244 $9.5M
Coho Partners, Ltd. 0.43% Add +2246.6% 16,121 $9.4M
Polymer Capital Management (HK) LTD 1.65% Add +904.3% 16,079 $9.4M
CGN Advisors LLC 0.92% Reduce -0.3% 16,072 $9.4M
Prevail Innovative Wealth Advisors, LLC 2.73% Add +104.1% 16,063 $9.4M
Triumph Capital Management 3.22% Reduce -1.1% 16,057 $9.4M
GenWealth Group, Inc. 2.14% Reduce -5.6% 16,053 $9.4M
IronBridge Private Wealth, LLC 3.45% Reduce -3.2% 16,046 $9.4M
MRWM Advisors, LLC 7.35% — 16,022 $9.4M
Blueshift Asset Management, LLC 3.43% Reduce -77.8% 16,017 $9.4M
Keystone Wealth Services, LLC 2.48% Add +3.0% 16,012 $9.4M
Main Street Financial Solutions, LLC 0.92% Reduce -19.3% 15,971 $9.4M
Thor Trading Advisors, LLC 8.46% — 15,969 $9.4M
Money Concepts Capital Corp. 0.70% Reduce -1.8% 15,945 $9.3M
Raleigh Capital Management Inc. 3.58% Reduce -5.0% 15,863 $9.3M
Wedmont Private Capital 0.49% Reduce -1.3% 16,008 $9.3M
Eagle Strategies LLC 1.61% Add +0.4% 15,836 $9.3M
NBT Bank, N.A. 0.65% Reduce -1.1% 15,829 $9.3M
Debussy Capital Management LP 1.42% Add +0.4% 15,477 $9.3M
Fortis Group Advisors, LLC 1.73% Add +10.2% 15,813 $9.3M
Tyler-Stone Wealth Management 1.65% Add +0.5% 15,802 $9.3M
Keeley-Teton Advisors, LLC 1.07% Reduce -1.9% 15,796 $9.3M
Carret Asset Management, LLC 1.01% Reduce -5.0% 15,796 $9.3M
Wealth Alliance, LLC 1.11% Add +5.1% 15,795 $9.3M
AlphaMark Advisors, LLC 4.01% Reduce -2.6% 15,793 $9.3M
KFG Wealth Management, LLC 1.73% Reduce -7.0% 15,788 $9.3M
Silver Oak Securities, Incorporated 0.86% Add +11.2% 15,725 $9.3M
Capital Advisors Wealth Management, LLC 1.64% Add +3.2% 15,746 $9.2M
Advisory Alpha, LLC 0.33% Add +0.9% 15,655 $9.2M
Nelson Capital Management, LLC 1.52% Add +7.0% 15,607 $9.1M
Diversified Enterprises, LLC 0.88% Add +1391.3% 15,599 $9.1M
Audent Global Asset Management, LLC 5.95% Add +48.8% 15,552 $9.1M
JTC Employer Solutions Trustee Ltd 0.65% Reduce -0.5% 15,526 $9.1M
EverSource Wealth Advisors, LLC 0.51% Add +36.1% 15,576 $9.1M
QRG Capital Management, Inc. 0.09% Add +5.2% 15,568 $9.1M
Paloma Partners Management Co 0.84% Reduce -30.7% 15,561 $9.1M
Nations Financial Group Inc, /Ia/ 0.67% Reduce -29.1% 15,559 $9.1M
Marshall Wace, LLP 0.01% Reduce -99.2% 15,533 $9.1M
Freestate Advisors LLC 9.41% Reduce -0.8% 15,531 $9.1M
Nicholas Investment Partners, LP 0.89% No change 15,515 $9.1M
Boothe Investment Group, Inc. 3.95% Add +0.8% 15,507 $9.1M
waypoint wealth counsel 5.92% Add +0.1% 15,486 $9.1M
Rappaport Reiches Capital Management, LLC 2.34% Add +1.5% 15,448 $9.1M
RB Capital Management, LLC 2.20% Add +1.3% 15,390 $9.0M
Enterprise Bank & Trust Co 2.97% Add +12.2% 15,390 $9.0M
Peak Asset Management, LLC 1.67% Reduce -0.3% 15,375 $9.0M
Simplicity Wealth,LLC 1.88% Reduce -4.9% 15,353 $9.0M
Voya Investment Management LLC 0.01% Add +2.5% 15,319 $9.0M
X-Square Capital, LLC 3.69% Add +10.3% 15,296 $9.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.32% Add +11.4% 15,215 $8.9M
Peregrine Asset Advisers, Inc. 3.28% Reduce -1.6% 15,199 $8.9M
Global Strategic Investment Solutions, LLC 1.04% Reduce -1.6% 15,159 $8.9M
Goelzer Investment Management, Inc. 0.51% Reduce -2.4% 15,114 $8.9M
Jupiter Wealth Management LLC 4.44% Add +19.7% 15,109 $8.9M
AGH Wealth Advisors, LLC 8.18% — 15,057 $8.8M
Linscomb Wealth, Inc. 0.44% Reduce -2.5% 15,033 $8.8M
Wilmar Advisors LLC 8.13% — 15,000 $8.8M
Epacria Capital Partners, LLC 7.49% No change 15,000 $8.8M
Visualize Group LP 5.56% — 15,000 $8.8M
Ellenbecker Investment Group 1.57% Reduce -15.3% 14,995 $8.8M
Pettinga Financial Advisors LLC 1.98% Add +11.6% 14,952 $8.8M
Concorde Asset Management, LLC 4.57% Add +2.8% 14,951 $8.8M
Marcum Wealth, LLC 0.76% Add +622.2% 14,950 $8.8M
Perritt Capital Management Inc 4.54% Reduce -0.3% 14,914 $8.7M
Roundview Capital LLC 0.61% Add +35.9% 14,872 $8.7M
WMS Partners, LLC 0.49% No change 14,867 $8.7M
WBH Advisory Inc. 0.81% Add +0.3% 14,863 $8.7M
Novus Advisors, LLC 8.67% — 14,851 $8.7M
Strategy Asset Managers LLC 1.69% Add +21.4% 14,836 $8.7M
F/m Investments LLC 0.32% Add +66.4% 14,830 $8.7M
Westmount Partners, LLC 2.64% Add +3.3% 14,802 $8.7M
Innova Wealth Partners 5.45% New 14,758 $8.6M
Ibex Wealth Advisors 1.02% New 14,756 $8.6M
Plum Street Advisors, LLC 4.26% Reduce -0.5% 14,740 $8.6M
Aveo Capital Partners, LLC 0.95% Reduce -39.7% 14,732 $8.6M
Smith & Howard Wealth Management, LLC 2.44% Reduce -1.7% 14,719 $8.6M
Ameliora Wealth Management Ltd. 3.23% Add +88.5% 14,698 $8.6M
Adero Partners, LLC 0.56% Add +14.4% 14,690 $8.6M
Surience Private Wealth LLC 11.11% Reduce -31.4% 14,684 $8.6M
First Washington CORP 3.03% No change 14,633 $8.6M
CRA Financial Services, LLC 1.47% Reduce -2.9% 14,572 $8.5M
Avantax Planning Partners, Inc. 0.31% Reduce -0.6% 14,546 $8.5M
First American Bank 0.60% Add +3.4% 14,524 $8.5M
Latko Wealth Management, Ltd. 5.04% Reduce -2.3% 14,510 $8.5M
Successful Portfolios LLC 5.69% Reduce -0.6% 14,499 $8.5M
Symphony Financial, Ltd. Co. 1.34% Add +33.0% 14,086 $8.5M
Quadrant Private Wealth Management, LLC 2.09% Add +5.8% 14,421 $8.5M
Accent Capital Management, LLC 4.82% Reduce -14.8% 14,382 $8.5M
Spectrum Strategic Capital Management, LLC 5.33% Add +2.4% 14,425 $8.5M
Great Diamond Partners, LLC 2.19% Add +27.4% 14,420 $8.5M
Concourse Financial Group Securities, Inc. 0.48% Add +0.1% 13,884 $8.4M
Vision Financial Markets LLC 9.09% — 14,378 $8.4M
Trek Financial, LLC 0.63% Reduce -1.3% 14,363 $8.4M
Lowery Thomas, LLC 5.47% Reduce -1.3% 14,324 $8.4M
Breakthru Advisory Services, LLC 7.58% — 14,292 $8.4M
Columbia Asset Management 1.60% Add +0.4% 14,290 $8.4M
Greenwood Gearhart LLC 0.58% Add +2149.4% 14,284 $8.4M
Washington Trust Advisors, Inc. 0.70% Reduce -0.2% 14,251 $8.4M
Red Cedar Investment Management, LLC 1.05% No change 14,250 $8.4M
Exencial Wealth Advisors, LLC 0.31% Reduce -4.8% 14,248 $8.4M
Foster & Motley Inc. 0.54% Add +25.5% 14,199 $8.3M
Caerus Investment Advisors, LLC 7.82% Reduce -9.1% 14,195 $8.3M
Financial Management Professionals, Inc. 1.05% Add +4.6% 14,155 $8.3M
AlphaStar Capital Management, LLC 0.87% Add +10.9% 14,147 $8.3M
ZWJ Investment Counsel Inc. 0.34% Add +3.0% 14,102 $8.3M
Prime Buchholz LLC 2.70% — 14,100 $8.3M
CMG Global Holdings, LLC 4.56% Add +1.7% 13,623 $8.3M
Pilgrim Partners Asia Pte Ltd 7.17% — 14,060 $8.2M
Summit Wealth Partners, LLC 1.69% Reduce -7.3% 14,018 $8.2M
Nvest Financial, LLC 4.16% Add +1.1% 13,996 $8.2M
Cannell & Spears LLC 0.17% Add +0.9% 13,968 $8.2M
Oxinas Partners, LLC 4.79% Add +6.1% 13,954 $8.2M
Sunbelt Securities, Inc. 0.72% Reduce -2.7% 13,874 $8.2M
VanderPol Investments L.L.C. 17.81% Reduce -5.4% 13,900 $8.1M
Colorado Capital Management, Inc. 3.93% Reduce -1.2% 13,863 $8.1M
Ignite Planners, LLC 1.78% Add +2.0% 13,722 $8.1M
FWG Holdings, LLC 3.89% Reduce -0.8% 13,570 $8.1M
Clear Creek Financial Management, LLC 0.88% Add +7.1% 13,813 $8.1M
International Private Wealth Advisors LLC 8.04% Add +18.6% 13,792 $8.1M
Brightwater Advisory LLC 6.30% Reduce -3.7% 13,706 $8.0M
Washington Capital Management, Inc. 6.33% Reduce -4.0% 13,671 $8.0M
Smart Money Group LLC 2.76% Add +0.2% 13,641 $8.0M
IRON Financial LLC 4.48% Add +0.1% 13,611 $8.0M
Cozad Asset Management Inc. 0.74% Add +8.7% 13,577 $8.0M
Florida Financial Advisors, LLC 3.54% Add +4.3% 13,533 $7.9M
Vulcan Value Partners, LLC 0.13% New 13,518 $7.9M
CVFG LLC 7.20% — 13,463 $7.9M
Obermeyer Wealth Partners 0.41% Add +0.4% 13,460 $7.9M
Bison Wealth, LLC 0.96% — 13,421 $7.9M
Beach Investment Counsel Inc. 1.06% No change 13,410 $7.9M
Empirical Asset Management, LLC 2.61% Add +0.6% 13,409 $7.9M
Autumn Glory Partners, LLC 3.86% Reduce -18.7% 13,404 $7.9M
Capital Wealth Management, LLC 3.36% Reduce -3.3% 13,380 $7.8M
Collective Family Office LLC 2.15% Reduce -0.4% 13,361 $7.8M
Etesian Wealth Advisors, Inc. 3.46% Add +0.7% 13,350 $7.8M
Madrid Financial Services 6.20% — 13,328 $7.8M
Frisco Financial Planning LLC 7.72% — 13,327 $7.8M
Objective Capital Management, LLC 5.21% Reduce -10.4% 13,299 $7.8M
Apella Capital, LLC 0.30% Add +5.7% 13,281 $7.8M
Iowa State Bank 1.60% Reduce -7.3% 13,152 $7.7M
Summit Wealth & Retirement Planning, Inc. 2.38% Reduce -1.3% 13,121 $7.7M
Aspire Capital Advisors LLC 2.19% Add +2.0% 13,070 $7.7M
FAS Wealth Partners, Inc. 0.64% Reduce -3.5% 13,069 $7.7M
Valmark Advisers, Inc. 0.12% Add +5.8% 13,051 $7.6M
First City Capital Management, Inc. 4.07% Reduce -0.0% 13,031 $7.6M
Harbor Investment Advisory, LLC 0.71% Add +7.9% 13,025 $7.6M
Veracity Capital LLC 2.77% Add +0.3% 12,990 $7.6M
Bulltick Wealth Management, LLC 1.79% Add +193.6% 12,935 $7.6M
Creative Financial Designs Inc. 0.62% Add +2.7% 12,955 $7.6M
Parcion Private Wealth LLC 0.58% Add +1948.3% 12,925 $7.6M
Betterment LLC 0.02% Reduce -0.5% 12,918 $7.6M
Meritage Portfolio Management 0.47% Add +2.0% 12,915 $7.6M
PGIM Custom Harvest LLC 0.15% Add +7.2% 12,858 $7.5M
Farmers & Merchants Investments Inc. 0.24% Add +0.1% 12,843 $7.5M
Patten Group, Inc. 1.67% Reduce -0.1% 12,842 $7.5M
Cyndeo Wealth Partners, LLC 0.51% Reduce -3.4% 12,833 $7.5M
Sitrin Capital Management LLC 3.77% Add +0.1% 12,729 $7.5M
Bolthouse Investments, LLC 6.91% — 12,760 $7.5M
Sage Capital Management, LLC 3.76% Reduce -8.9% 12,690 $7.4M
Krilogy Financial LLC 0.49% Reduce -3.1% 12,619 $7.4M
Leo Wealth, LLC 0.66% Add +12.4% 12,600 $7.4M
Glassman Wealth Services 1.24% Reduce -0.0% 12,598 $7.4M
Roman Butler Fullerton & Co. 2.35% Reduce -35.0% 12,311 $7.4M
Capital Investment Advisory Services, LLC 0.71% Add +14.2% 12,580 $7.4M
Motiv8 Investments LLC 5.15% Add +4.8% 12,525 $7.3M
Savoie Capital LLC 0.87% No change 12,503 $7.3M
Market Street Wealth Management Advisors LLC 1.23% Reduce -2.6% 12,481 $7.3M
GPS Wealth Strategies Group, LLC 0.94% Reduce -3.3% 12,480 $7.3M
Focus Partners Advisor Solutions, LLC 0.12% Reduce -21.9% 12,476 $7.3M
Port Capital LLC 0.33% Add +2.2% 12,439 $7.3M
Ferguson Wellman Capital Management, Inc. 0.14% Add +3.7% 12,434 $7.3M
PFM Health Sciences, LP 0.57% New 12,427 $7.3M
Nicolet Advisory Services, LLC 0.67% Reduce -5.4% 12,528 $7.3M
Foster Victor Wealth Advisors, LLC 0.56% Add +23.1% 12,167 $7.3M
DBK Financial Counsel, LLC 7.29% No change 12,339 $7.2M
Cypress Wealth Services, LLC 1.45% Add +8.7% 12,323 $7.2M
Vienna Asset Management LLC 4.88% Add +7.5% 12,319 $7.2M
Oliver Luxxe Assets LLC 1.30% No change 12,573 $7.2M
Operose Advisors LLC 2.47% Reduce -2.2% 12,304 $7.2M
Trust Co. of Vermont 0.35% Add +10.2% 12,282 $7.2M
Ashford Capital Management Inc. 0.85% Reduce -1.6% 12,261 $7.2M
American Trust 0.55% Add +202.3% 12,256 $7.2M
Private Client Services, LLC 3.85% Add +24.2% 12,216 $7.2M
MGB Wealth Management, LLC 2.22% Add +2.1% 12,193 $7.2M
Cliffwater LLC 1.75% No change 12,204 $7.2M
Annex Advisory Services, LLC 0.22% Add +16.4% 12,203 $7.2M
Certified Advisory Corp 0.78% Add +7.1% 12,181 $7.1M
Total Wealth Planning & Management, Inc. 7.01% — 12,171 $7.1M
Bar Harbor Wealth Management 0.46% Reduce -1.0% 12,087 $7.1M
Moody National Bank Trust Division 0.74% Add +5.4% 12,053 $7.1M
HBK Sorce Advisory LLC 0.21% Add +3.2% 12,029 $7.0M
Truepoint, Inc. 0.19% Add +0.5% 12,017 $7.0M
HTLF Bank 0.80% Reduce -0.2% 12,015 $7.0M
Arcus Capital Partners, LLC 2.23% Add +54.9% 13,445 $7.0M
W1M Asset Management Ltd 0.60% New 11,986 $7.0M
Rehmann Capital Advisory Group 0.44% Add +16.3% 11,966 $7.0M
Vishria Bird Financial Group, LLC 2.45% No change 11,952 $7.0M
West Bancorporation Inc. 4.59% No change 11,922 $7.0M
Rockingstone Advisors LLC 3.08% Reduce -8.2% 11,914 $7.0M
RK Capital Management, LLC 0.58% Reduce -53.7% 11,886 $7.0M
Sowa Financial Group, Inc. 4.35% Reduce -36.3% 11,864 $7.0M
Genesee Capital Advisors, LLC 3.23% Reduce -2.7% 11,844 $6.9M
Sage Rhino Capital LLC 1.51% Add +36.7% 11,839 $6.9M
Cornerstone Advisors Asset Management, LLC 1.50% Add +0.0% 11,829 $6.9M
Invenio Wealth Partners LLC 2.90% Reduce -2.5% 11,809 $6.9M
Howe & Rusling Inc. 0.59% Add +21.4% 11,777 $6.9M
Grey Ledge Advisors, LLC 1.78% Reduce -2.0% 11,750 $6.9M
Pallas Capital Advisors LLC 0.29% Reduce -7.6% 11,731 $6.9M
Gratus Wealth Advisors, LLC 1.10% No change 11,713 $6.9M
Sabal Trust CO 0.40% Add +7.3% 11,710 $6.9M
Destiny Wealth Partners, LLC 1.12% Add +12.0% 11,695 $6.9M
Sierra Capital LLC 0.81% Add +2.6% 11,670 $6.8M
Guardian Partners Inc. 0.70% — 11,594 $6.8M
Signify Wealth 7.70% Add +6.8% 11,645 $6.8M
Alta Wealth Advisors LLC 2.98% Add +1.4% 11,606 $6.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Add +1.4% 11,342 $6.8M
Calamos Advisors LLC 0.05% Reduce -6.7% 11,549 $6.8M
Private Portfolio Partners LLC 1.24% Reduce -0.0% 11,514 $6.7M
Cornerstone Advisors, LLC 0.27% No change 11,500 $6.7M
Avity Investment Management Inc. 0.53% Reduce -2.1% 11,494 $6.7M
Fortitude Advisory Group L.L.C. 4.06% Reduce -0.6% 11,493 $6.7M
Legacy PCG, LLC 4.79% Reduce -2.7% 11,491 $6.7M
KKM Financial LLC 2.79% Add +21.9% 11,396 $6.7M
Cassaday & Co Wealth Management LLC 0.18% Add +5.8% 11,426 $6.7M
Novem Group 0.99% — 11,411 $6.7M
Eagle Global Advisors LLC 0.27% Add +98.0% 11,393 $6.7M
New Republic Capital, LLC 4.36% Reduce -59.0% 11,384 $6.7M
BTC Capital Management, Inc. 0.62% Reduce -23.0% 11,377 $6.7M
Bragg Financial Advisors, Inc 0.27% Add +3.6% 11,372 $6.7M
Millington Financial Advisors, LLC 3.87% Add +22.4% 11,149 $6.7M
Peoples Bank 3.92% Reduce -6.4% 11,347 $6.7M
Clare Market Investments LLC 1.57% Add +1.9% 11,323 $6.6M
Bank of New Hampshire 1.71% Reduce -11.6% 11,311 $6.6M
Prescott Group Capital Management, L.L.C. 0.90% New 11,303 $6.6M
Walkner Condon Financial Advisors LLC 1.34% Reduce -10.0% 11,259 $6.6M
Amplius Wealth Advisors, LLC 0.68% Add +0.4% 11,250 $6.6M
Guidance Point Advisors, LLC 1.92% Add +0.3% 11,240 $6.6M
OmniStar Financial Group, Inc. 5.27% Add +9.0% 11,152 $6.6M
Blueprint Investment Partners LLC 1.04% Add +145.0% 11,164 $6.5M
Kanawha Capital Management LLC 0.51% Add +1.0% 11,154 $6.5M
Providence First Trust Co 2.45% Add +5.9% 11,125 $6.5M
First American Trust, FSB 0.65% Add +10.0% 11,119 $6.5M
Old Second National Bank of Aurora 1.48% Add +7.1% 11,110 $6.5M
Capital Analysts, LLC 0.26% Add +4.7% 11,092 $6.5M
Covenant Asset Management, LLC 1.44% Add +1.9% 11,089 $6.5M
Shoker Investment Counsel, Inc. 2.19% Add +4.9% 11,079 $6.5M
Regent Peak Wealth Advisors LLC 1.46% Reduce -6.0% 11,073 $6.5M
Kolinsky Wealth Management, LLC 3.96% Add +0.8% 11,071 $6.5M
Burns J W & Co. Inc. 0.83% Reduce -1.6% 11,068 $6.5M
Greenland Capital Management LP 1.31% New 11,062 $6.5M
Leverty Financial Group, LLC 3.29% Add +0.9% 11,047 $6.5M
Macroview Investment Management LLC 6.57% Add +0.8% 11,041 $6.5M
Smithfield Trust Co 0.32% Add +0.7% 11,038 $6.5M
Fisher Asset Management 0.00% Add +42.5% 11,028 $6.5M
NWF Advisory Services Inc. 0.95% Add +23.5% 10,984 $6.5M
Intact Investment Management Inc. 0.22% No change 10,985 $6.4M
Latitude Advisors, LLC 3.62% Add +41.3% 10,971 $6.4M
Retirement Planning Group, LLC 0.32% Reduce -8.6% 10,922 $6.4M
Krane Funds Advisors LLC 0.26% Add +12.9% 14,900 $6.4M
SageView Advisory Group, LLC 0.27% Add +2.1% 10,883 $6.4M
Redwood Park Advisors LLC 5.44% — 10,867 $6.4M
Armbruster Capital Management, Inc. 1.29% Reduce -1.6% 10,853 $6.4M
Solano Wealth Investment Advisors LLC 3.82% — 10,840 $6.4M
Quattro Financial Advisors LLC 1.64% Reduce -41.5% 10,470 $6.4M
High Net Worth Advisory Group LLC 1.77% Add +0.1% 10,806 $6.3M
OneAscent Financial Services LLC 0.54% New 10,788 $6.3M
Stairway Partners, LLC 0.40% Reduce -94.4% 10,785 $6.3M
Oder Investment Management, LLC 5.26% Reduce -1.2% 10,777 $6.3M
Key Client Fiduciary Advisors, LLC 2.82% Add +3.9% 10,761 $6.3M
Keeler & Nadler Financial Planning & Wealth Management 2.95% Add +2.8% 10,760 $6.3M
Harvest Investment Services, LLC 1.54% Add +2.1% 10,754 $6.3M
HAP Trading, LLC 2.11% New 10,749 $6.3M
JFG Wealth Management, LLC 1.44% Add +13.7% 10,727 $6.3M
FreeGulliver LLC 3.28% Add +62.5% 10,714 $6.3M
Michels Family Financial, LLC 5.74% — 10,707 $6.3M
Round Rock Advisors LLC 1.28% Add +2.9% 10,667 $6.3M
Assetmark, Inc. 0.02% Add +443.2% 10,636 $6.2M
Levin Capital Strategies, L.P. 0.59% Add +39.4% 10,630 $6.2M
Whitaker-Myers Wealth Managers, LTD. 1.82% Add +1168.1% 10,627 $6.2M
Schorn Wealth LLC 2.02% Reduce -10.6% 10,620 $6.2M
Aurora Private Wealth, Inc. 4.66% Add +1.6% 10,613 $6.2M
Cypress Financial Planning LLC 2.28% Reduce -2.1% 10,612 $6.2M
Seelaus Asset Management LLC 5.76% Reduce -4.5% 10,602 $6.2M
Broderick Brian C 1.22% No change 10,600 $6.2M
TL Private Wealth 2.78% Reduce -3.5% 10,472 $6.2M
American Institute for Advanced Investment Management, LLP 4.62% Reduce -1.1% 10,567 $6.2M
Merkkuri Wealth Advisors LLC 4.90% Reduce -2.6% 10,566 $6.2M
Aspen Wealth Management LLC 1.83% Add +2.7% 10,532 $6.2M
Asset Dedication, LLC 0.48% Add +27.2% 10,509 $6.2M
One Day In July LLC 0.64% Reduce -0.7% 10,426 $6.1M
Drexel Morgan & Co. 1.26% No change 10,386 $6.1M
Founders Capital Management 3.84% Reduce -1.6% 10,348 $6.1M
Cantor Fitzgerald Investment Advisors L.P. 0.42% Reduce -3.5% 10,330 $6.1M
Integrity Alliance, Llc. 0.66% — 10,324 $6.1M
Per Stirling Capital Management, LLC. 0.86% Add +40.0% 10,320 $6.0M
Wick Capital Partners, LLC 1.78% Reduce -14.8% 10,277 $6.0M
Trivium Point Advisory, LLC 0.76% Add +20.6% 10,275 $6.0M
Petros Family Wealth, LLC 6.49% — 10,253 $6.0M
Marshall Investment Management, LLC 3.53% — 10,455 $6.0M
M.D. Sass, LLC 0.46% No change 10,220 $6.0M
Castle Rock Wealth Management, LLC 1.43% Reduce -32.6% 9,816 $6.0M
Central Valley Advisors, LLC 2.71% Reduce -0.4% 10,187 $6.0M
Perennial Advisors, LLC 1.30% — 10,179 $6.0M
Crews Bank & Trust 1.00% — 10,156 $6.0M
Cordatus Wealth Management LLC 1.57% Reduce -59.3% 10,146 $5.9M
Absolute Capital Management, LLC 3.28% Reduce -0.8% 10,122 $5.9M
Hohimer Wealth Management, LLC 1.13% Add +3.0% 10,124 $5.9M
Verus Capital Partners, LLC 0.57% Add +10.7% 10,115 $5.9M
Stephen J. Garry & Associates, LLC 5.47% Reduce -12.0% 10,104 $5.9M
Naples Global Advisors, LLC 0.55% Add +1.4% 10,063 $5.9M
LCNB Corp. 2.15% Reduce -0.6% 10,082 $5.9M
Bay Rivers Group 2.86% Add +7.2% 10,061 $5.9M
Blue Fin Capital, Inc. 1.09% Reduce -0.1% 10,055 $5.9M
Laird Norton Wetherby Trust Company, LLC 0.80% No change 10,000 $5.9M
Nutshell Asset Management Ltd 3.71% — 10,032 $5.9M
McAdam, LLC 0.32% Add +14.9% 10,019 $5.9M
Weaver Capital Management LLC 1.65% Add +3.3% 10,001 $5.9M
Shay Capital LLC 1.44% Add +4900.0% 10,000 $5.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -0.5% 10,003 $5.9M
Nautilus Advisors LLC 4.66% — 9,991 $5.9M
Morris Financial Concepts, Inc. 2.51% Reduce -0.7% 9,975 $5.8M
SL Advisors, LLC 9.66% No change 9,969 $5.8M
Legacy Wealth Management, LLC 0.37% No change 9,965 $5.8M
Midland Wealth Advisors, LLC 0.35% Reduce -0.0% 9,942 $5.8M
Burney Co./ 0.21% Add +0.7% 9,939 $5.8M
My Personal CFO, LLC 2.98% Add +11.3% 9,908 $5.8M
Well Done, LLC 1.06% No change 10,115 $5.8M
Garde Capital, Inc. 0.38% Reduce -0.0% 9,898 $5.8M
JDM Financial Group LLC 3.01% Add +0.7% 9,896 $5.8M
Omnia Family Wealth, LLC 2.40% Add +2.2% 9,856 $5.8M
Chapin Davis, Inc. 1.88% No change 10,056 $5.8M
Donaldson Capital Management, LLC 0.22% Add +36.3% 9,843 $5.8M
Novak & Powell Financial Services, Inc. 3.43% Reduce -5.9% 9,842 $5.8M
Vista Capital Partners, Inc. 0.67% Reduce -1.0% 9,839 $5.8M
Aureus Asset Management, LLC 0.37% Reduce -1.5% 9,838 $5.8M
White Pine Capital LLC 1.94% Reduce -6.1% 9,831 $5.8M
Elyxium Wealth, LLC 3.51% Reduce -1.7% 9,827 $5.8M
Camelot Technology Advisors, Inc. 5.23% Reduce -2.9% 9,809 $5.7M
Fusion Family Wealth, LLC 0.53% Reduce -0.2% 9,793 $5.7M
Pinnacle Wealth Planning Services, Inc. 0.86% Add +29.9% 9,785 $5.7M
Sterling Capital Management LLC 0.08% No change 9,785 $5.7M
Impact Partnership Wealth, LLC 1.16% Add +12.3% 9,764 $5.7M
Orca Investment Management, LLC 5.38% Reduce -4.2% 9,756 $5.7M
Defined Wealth Management, LLC 3.78% Reduce -0.6% 9,747 $5.7M
DHK Financial Advisors, Inc. 3.45% Add +8.6% 9,677 $5.7M
Kearns & Associates LLC 3.65% No change 9,650 $5.7M
TCI Wealth Advisors, Inc. 0.47% Reduce -0.1% 9,647 $5.7M
Samalin Investment Counsel, LLC 2.43% Add +10.3% 9,644 $5.7M
John W. Brooker & Co., CPAs 2.44% Add +0.4% 9,638 $5.6M
Montis Financial, LLC 1.74% Add +1.2% 9,613 $5.6M
Fire Capital Management LLC 4.19% — 9,600 $5.6M
Arkansas Financial Group, Inc. 0.91% Reduce -7.7% 9,574 $5.6M
Waddell & Associates, LLC 0.57% Reduce -3.5% 9,553 $5.6M
Greenup Street Wealth Management LLC 1.11% Add +16.9% 9,544 $5.6M
Polen Capital Management LLC 0.02% Add +412.0% 9,539 $5.6M
Madison Park Capital Advisors, LLC 4.45% Reduce -0.2% 9,520 $5.6M
Private Capital Management, LLC 0.60% Add +0.3% 9,519 $5.6M
Austin Private Wealth, LLC 0.52% Add +10.9% 9,515 $5.6M
Shaker Financial Services, LLC 2.13% Add +416.9% 9,454 $5.6M
Guyasuta Investment Advisors Inc. 0.35% Add +0.0% 9,469 $5.5M
Brooklyn Investment Group 1.65% Add +17.0% 9,451 $5.5M
Madison Wealth Partners, Inc 1.55% Reduce -0.1% 9,444 $5.5M
MTM Investment Management, LLC 2.13% Reduce -0.8% 9,433 $5.5M
Coordinated Financial Services, Inc. 4.38% — 9,435 $5.5M
Rockland Trust Co. 0.28% Add +0.2% 9,412 $5.5M
Loudon Investment Management, LLC 3.13% Add +3.1% 9,393 $5.5M
Unionview, LLC 4.03% Reduce -0.7% 9,392 $5.5M
Richards, Merrill & Peterson, Inc. 2.87% — 9,372 $5.5M
Clarity Financial LLC 0.66% Reduce -10.1% 9,371 $5.5M
Nemes Rush Group LLC 0.68% Add +86.6% 9,365 $5.5M
Litman Gregory Wealth Management LLC 0.48% Add +4.8% 9,352 $5.5M
Herbst Group, LLC 3.41% Add +4.3% 9,339 $5.5M
Murphy, Middleton, Hinkle & Parker, Inc. 3.09% Add +0.1% 9,327 $5.5M
Centennial Bank 2.57% Reduce -7.4% 9,309 $5.5M
Pinnacle Bancorp, Inc. 1.77% Reduce -2.8% 9,304 $5.5M
LRI Investments, LLC 0.52% Reduce -8.8% 9,304 $5.5M
Sagespring Wealth Partners, LLC 0.14% — 144,264 $5.4M
American National Bank & Trust 0.61% Reduce -5.9% 9,270 $5.4M
Auxano Advisors, LLC 1.37% Reduce -4.9% 9,246 $5.4M
Colony Family Offices, LLC 1.70% Add +5.0% 9,195 $5.4M
GSG Advisors LLC 1.70% Add +0.5% 9,189 $5.4M
Tilson Financial Group, Inc. 2.20% Reduce -9.4% 9,179 $5.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.31% Reduce -1.3% 9,134 $5.4M
Wealthstream Advisors, Inc. 0.99% Reduce -0.8% 9,128 $5.3M
WPWealth LLP 1.09% Reduce -0.9% 9,118 $5.3M
Ausdal Financial Partners, Inc. 0.46% Add +21.0% 9,114 $5.3M
S.A. Mason LLC 2.80% Reduce -3.4% 9,111 $5.3M
Windsor Capital Management, LLC 1.58% Reduce -10.8% 9,097 $5.3M
Sharp Wealth Advisory, LLC 4.04% Add +0.2% 9,092 $5.3M
HCR Wealth Advisors 0.67% Reduce -0.6% 9,086 $5.3M
Garden State Investment Advisory Services LLC 1.63% Reduce -0.8% 9,047 $5.3M
USAdvisors Wealth Management, LLC 1.72% Add +18.2% 9,027 $5.3M
Mairs & Power Inc. 0.05% Reduce -4.0% 9,016 $5.3M
Bison Wealth, LLC 1.16% Reduce -15.3% 9,008 $5.3M
Brass Tax Wealth Management, Inc. 1.11% Add +2.1% 9,003 $5.3M
WESCAP Management Group, Inc. 1.28% Add +185.4% 8,989 $5.3M
Intrua Financial, LLC 0.86% Add +11.4% 8,986 $5.3M
Private Wealth Partners, LLC 0.40% Reduce -4.1% 8,942 $5.2M
Pacific Financial Group Inc. 3.88% Reduce -0.9% 8,930 $5.2M
Personal Cfo Solutions, LLC 1.03% Add +3.6% 8,911 $5.2M
LJI Wealth Management, LLC 1.03% Reduce -0.9% 8,891 $5.2M
Tompkins Financial Corp. 0.48% Add +1.5% 8,873 $5.2M
Sightline Wealth Advisors, LLC 2.80% Add +0.3% 8,861 $5.2M
Wimmer Associates 1, LLC 2.56% Add +1.7% 8,845 $5.2M
GW&K Investment Management, LLC 0.04% Add +70.3% 8,836 $5.2M
Fogel Capital Management, Inc. 2.59% Reduce -4.1% 8,800 $5.2M
Sterneck Capital Management, LLC 2.78% Add +0.2% 8,788 $5.2M
Marietta Wealth Management, LLC 0.74% Add +4.1% 8,771 $5.1M
Deltec Asset Management LLC 1.02% Reduce -47.9% 8,768 $5.1M
Founders Financial Alliance, LLC 1.41% Add +0.5% 8,728 $5.1M
Atlas Brown,Inc. 1.75% Add +0.9% 8,726 $5.1M
Alta Capital Management LLC/ 0.30% New 8,709 $5.1M
Breakwater Investment Management 2.17% Reduce -1.6% 8,695 $5.1M
Baron Wealth Management LLC 2.39% Add +0.1% 8,663 $5.1M
Sharper & Granite LLC 2.24% Add +45.3% 8,663 $5.1M
Trinity Legacy Partners, LLC 1.30% Add +314.1% 8,622 $5.1M
Alterna Wealth Management, Inc. 4.25% Add +42.5% 8,603 $5.0M
RKL Wealth Management LLC 0.45% Reduce -0.8% 8,598 $5.0M
Invst, LLC 0.61% Add +4.3% 8,595 $5.0M
Park Square Financial Group, LLC 3.47% — 8,570 $5.0M
WorthPointe, LLC 2.09% Reduce -5.2% 8,570 $5.0M
United Bank 0.60% Add +4.3% 8,565 $5.0M
Element Wealth, LLC 2.62% Reduce -31.0% 8,559 $5.0M
Mosaic Family Wealth Partners, LLC 0.72% Add +8.1% 8,556 $5.0M
Joseph P. Lucia & Associates, LLC 2.23% Add +2.2% 8,547 $5.0M
Tennessee Valley Asset Management Partners 0.83% Reduce -4.1% 8,505 $5.0M
ForthRight Wealth Management, LLC 1.66% Reduce -1.1% 8,489 $5.0M
American Alpha Advisors, LLC 4.52% Reduce -0.9% 8,479 $5.0M
Welch Group, LLC 0.22% Add +253.2% 8,448 $5.0M
Dunhill Financial, LLC 2.31% Add +32.5% 8,474 $5.0M
First County Bank 2.77% Add +30.5% 8,448 $5.0M
Yardley Wealth Management LLC 2.40% Add +87.2% 8,501 $4.9M
Omega Financial Group, LLC 1.86% Add +0.6% 8,408 $4.9M
BlueSky Wealth Advisors, LLC 0.77% Reduce -1.0% 8,366 $4.9M
NWK Group, Inc. 1.89% No change 8,360 $4.9M
Lockerman Financial Group, Inc. 8.31% Reduce -2.5% 8,328 $4.9M
Tower View Wealth Management LLC 2.58% Add +0.3% 8,318 $4.9M
Iron Gate Global Advisors LLC 0.69% Add +21.6% 8,317 $4.9M
McDonald Partners LLC 1.25% Add +0.0% 8,318 $4.9M
Journey Advisory Group, LLC 0.58% No change 8,951 $4.9M
Ledyard National Bank 0.46% Reduce -1.1% 8,299 $4.9M
LaSalle St. Investment Advisors, LLC 1.50% Add +4.7% 8,253 $4.8M
Syntax Research, Inc. 3.47% Reduce -12.9% 8,247 $4.8M
Cherrydale Wealth Management, LLC 1.87% Add +0.3% 8,235 $4.8M
Laraway Financial Advisors Inc 3.71% Add +4.9% 8,207 $4.8M
Almanack Investment Partners, LLC. 0.74% Add +3.8% 8,202 $4.8M
Synergy Asset Management, LLC 0.37% Add +97.6% 8,298 $4.8M
Plotkin Financial Advisors, LLC 2.85% Add +7.8% 8,193 $4.8M
Burling Wealth Partners, LLC 0.98% — 8,179 $4.8M
B & T Capital Management DBA Alpha Capital Management 0.88% Reduce -1.0% 8,178 $4.8M
Abel Hall, LLC 3.04% No change 8,148 $4.8M
TCTC Holdings, LLC 0.17% Add +33.3% 8,138 $4.8M
Vanguard Personalized Indexing Management, LLC 0.07% Add +3.8% 8,130 $4.8M
Roberts Glore & Co. Inc. 1.41% Reduce -10.9% 8,129 $4.8M
Tandem Financial, LLC 5.13% — 8,091 $4.8M
Legacy Financial Strategies, LLC 1.02% Add +11.6% 8,132 $4.8M
Rebalance, LLC 0.36% Reduce -7.9% 8,109 $4.8M
Luminvest Wealth Management LLC 1.92% No change 8,106 $4.8M
ABLE Financial Group, LLC 1.40% Reduce -0.5% 8,105 $4.8M
Anchor Investment Management, LLC 0.44% Add +1.3% 8,101 $4.7M
Coign Capital Advisors LLC 4.37% — 8,085 $4.7M
PICTET BANK & TRUST Ltd 4.72% Reduce -27.0% 8,060 $4.7M
1900 Wealth Management LLC 0.40% Add +0.4% 8,052 $4.7M
Logan Capital Management Inc. 0.20% Add +118.0% 8,051 $4.7M
Cohen & Steers, Inc. 0.01% No change 8,047 $4.7M
M1 Capital Management LLC 2.54% — 8,023 $4.7M
Rialto Wealth Management, LLC 1.55% — 8,019 $4.7M
Alpha Wealth Funds, LLC 4.92% — 8,015 $4.7M
Todd Asset Management LLC 0.11% New 8,017 $4.7M
Chicago Capital, LLC 0.12% Add +14.8% 7,989 $4.7M
Congress Asset Management Co. 0.03% Add +118.4% 7,984 $4.7M
Ridgecrest Wealth Partners, LLC 2.53% No change 7,965 $4.7M
Jackson Hole Capital Partners, LLC 0.94% No change 7,965 $4.7M
Acute Investment Advisory, LLC 5.11% New 7,947 $4.7M
Peachtree Investment Partners, LLC 1.74% Reduce -1.5% 7,904 $4.6M
Cohen Capital Management, Inc. 0.77% Reduce -0.2% 7,895 $4.6M
EPIQ Capital Group, LLC 1.21% Add +2.1% 7,868 $4.6M
Family Legacy, Inc. 1.57% Reduce -1.3% 7,848 $4.6M
TruWealth Advisors, LLC 0.28% Reduce -0.6% 7,885 $4.6M
Tempus Wealth Planning, LLC 1.41% Add +11.7% 7,878 $4.6M
Russell Investments Group, Ltd. 0.01% Add +8.2% 7,875 $4.6M
Clientfirst Wealth Management, LLC 4.66% — 7,861 $4.6M
Pegasus Asset Management, Inc. 1.73% Reduce -1.6% 7,849 $4.6M
Single Point Partners, LLC 1.06% Reduce -0.1% 7,832 $4.6M
MIdWestOne Financial Group, Inc. 0.64% Add +3.4% 7,820 $4.6M
Peak Planning Group, LLC 1.90% Reduce -2.1% 7,786 $4.6M
ELCO Management Co., LLC 2.39% Reduce -0.2% 7,776 $4.6M
Liberty Square Wealth Partners LLC 1.66% — 7,473 $4.6M
Total Clarity Wealth Management, Inc. 1.48% Add +1.9% 7,771 $4.6M
Evernest Financial Advisors, LLC 1.18% Reduce -7.0% 7,763 $4.5M
Climber Capital SA 3.73% — 7,735 $4.5M
Weinberger Asset Management, Inc 1.88% Reduce -2.9% 7,694 $4.5M
Crossmark Global Holdings, Inc. 0.08% Add +292.8% 7,691 $4.5M
Long Run Wealth Advisors, LLC 1.08% Reduce -1.0% 7,684 $4.5M
Delta Investment Management, LLC 0.87% Reduce -10.4% 7,654 $4.5M
LBMC Investment Advisors, LLC 0.35% Add +0.5% 7,650 $4.5M
Power Wealth Management LLC 1.87% Reduce -0.8% 7,647 $4.5M
Chesapeake Wealth Management 1.53% Reduce -3.5% 7,631 $4.5M
Coastal Bridge Advisors, LLC 1.12% Add +0.2% 7,603 $4.5M
Charter Oak Capital Management, LLC 0.41% Reduce -7.6% 7,587 $4.4M
Mirabaud & Cie SA 1.43% Reduce -47.3% 7,585 $4.4M
Catalyst Private Wealth, LLC 1.97% Add +2.2% 7,566 $4.4M
Avalon Trust Co 0.31% Reduce -1.7% 7,550 $4.4M
Arrowroot Family Office, LLC 2.30% Add +16.6% 7,531 $4.4M
Madden Advisory Services, Inc. 2.05% Reduce -1.0% 7,522 $4.4M
Woodstock Corp. 0.42% Add +1.1% 7,517 $4.4M
Two Point Capital Management, Inc. 1.57% Reduce -0.2% 7,287 $4.4M
Goldstone Financial Group, LLC 0.69% Add +0.1% 7,491 $4.4M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Reduce -1.1% 7,486 $4.4M
Juncture Wealth Strategies, LLC 1.63% Add +4.0% 7,479 $4.4M
Tanglewood Legacy Advisors, LLC 1.87% Add +0.3% 7,478 $4.4M
CMT Capital Markets Trading GmbH 2.61% New 7,474 $4.4M
Aegis Wealth Management LLC 2.96% — 7,470 $4.4M
Allegheny Financial Group 1.12% Add +3.9% 7,444 $4.4M
Twin Peaks Wealth Advisors, LLC 1.85% Reduce -4.5% 7,444 $4.4M
Alley Investment Management Company, LLC 0.55% Add +0.3% 7,441 $4.4M
AtlasMark Financial, Inc 4.00% Reduce -1.3% 7,430 $4.4M
Coastwise Capital Group, LLC 3.48% Add +4.3% 7,421 $4.3M
Journey Beyond Wealth, LLC 4.09% — 7,420 $4.3M
Twin Lakes Capital Management, LLC 2.78% Reduce -0.8% 7,404 $4.3M
Second Half Financial Partners, LLC 2.12% Add +4.0% 7,400 $4.3M
Hamilton Point Investment Advisors, LLC 0.78% Add +1.1% 7,369 $4.3M
Arrow Financial Corp 0.41% Reduce -0.1% 7,351 $4.3M
Resolute Wealth Strategies, LLC 2.22% Reduce -0.0% 7,351 $4.3M
Steph & Co. 1.45% Reduce -12.7% 7,349 $4.3M
Pasadena Private Wealth, LLC 0.88% Add +1.8% 7,333 $4.3M
Pursue Wealth Partners LLC 2.46% Reduce -2.6% 7,329 $4.3M
Barrett & Company, Inc. 1.81% Add +1.5% 7,327 $4.3M
Raffa Wealth Management, LLC 1.00% Reduce -0.5% 7,306 $4.3M
Strategic Investment Management, LLC 1.48% No change 7,300 $4.3M
1607 Capital Partners, LLC 0.34% Reduce -58.0% 7,265 $4.3M
Arax Advisory Partners 0.27% Add +28.5% 7,254 $4.3M
Canoe Financial LP 0.07% New 2,345 $4.2M
Sunesis Advisors, LLC 2.57% No change 7,207 $4.2M
Beacon Financial Advisory LLC 1.37% Add +0.5% 7,207 $4.2M
Kirr Marbach & Co. LLC 0.91% New 7,173 $4.2M
D L Carlson Investment Group Inc. 0.75% Add +2.8% 7,188 $4.2M
SOL Capital Management CO 0.47% Add +10.0% 7,186 $4.2M
DHJJ Financial Advisors, Ltd. 1.64% Reduce -4.2% 7,182 $4.2M
Aldebaran Financial Inc. 4.92% Reduce -14.9% 7,150 $4.2M
Atlas Legacy Advisors, LLC 1.02% — 7,163 $4.2M
Semus Wealth Partners LLC 2.78% Add +1.1% 7,157 $4.2M
Capital Wealth Alliance, LLC 2.38% Add +11.3% 7,152 $4.2M
CTC Alternative Strategies, Ltd. 5.43% New 7,152 $4.2M
Baldwin Investment Management, LLC 0.55% No change 7,147 $4.2M
Mengis Capital Management, Inc. 0.86% Reduce -1.3% 7,144 $4.2M
Platform Technology Partners 1.27% Add +0.6% 7,125 $4.2M
Hassell Wealth Management, LLC 1.68% Reduce -1.3% 6,904 $4.2M
Inspirion Wealth Advisors, LLC 0.58% Add +8.1% 7,087 $4.2M
Boston Research & Management Inc. 1.02% Add +0.0% 7,116 $4.2M
ICONIQ Capital, LLC 0.06% Add +802.7% 7,113 $4.2M
Northeast Investment Management 0.18% Add +27.4% 7,108 $4.2M
Wynn Capital, LLC 2.63% Reduce -0.2% 7,100 $4.2M
Signature Wealth Management Partners, LLC 2.85% Add +0.2% 7,072 $4.1M
Nvwm, LLC 1.04% Reduce -15.9% 7,053 $4.1M
Generation Capital Management LLC 3.54% — 7,051 $4.1M
Cerro Pacific Wealth Advisors LLC 1.36% Add +26.4% 7,186 $4.1M
Revolve Wealth Partners, LLC 0.61% Add +10.8% 7,034 $4.1M
Sandy Cove Advisors, LLC 1.62% Reduce -15.7% 7,023 $4.1M
Heritage Investment Group, Inc. 0.77% Add +0.0% 7,005 $4.1M
Opal Wealth Advisors, LLC 1.23% Add +0.0% 7,000 $4.1M
Horan Capital Advisors, LLC. 1.38% Add +4.2% 6,987 $4.1M
MetLife Inc 43.84% Reduce -1.6% 6,971 $4.1M
Nikulski Financial, Inc. 1.20% Reduce -13.7% 6,978 $4.1M
Marks Group Wealth Management, Inc 0.40% Add +7.1% 6,977 $4.1M
Pictet North America Advisors SA 0.39% Reduce -1.3% 6,964 $4.1M
Everett Harris & Co. 0.05% Add +7.4% 6,962 $4.1M
State of Alaska, Department of Revenue 0.05% Reduce -70.5% 6,952 $4.1M
Zions Bancorporation, N.A. 0.26% Add +0.1% 6,948 $4.1M
Clarendon Private LLC 4.26% — 6,943 $4.1M
Elevation Wealth Partners, LLC 1.72% Add +4.4% 6,937 $4.1M
Ashton Thomas Securities, LLC 1.12% Add +804.0% 6,934 $4.1M
Ranch Capital Advisors Inc. 1.92% Reduce -3.4% 6,912 $4.1M
Austin Asset Management Co Inc 0.84% Add +2.8% 6,889 $4.0M
Braun Stacey Associates Inc. 0.15% Reduce -11.7% 6,884 $4.0M
XTX Topco Ltd 0.34% Add +611.1% 6,876 $4.0M
Onyx Bridge Wealth Group LLC 0.58% Add +6.3% 6,867 $4.0M
Cascades Capital Asset Management, LLC 2.20% Add +0.1% 6,852 $4.0M
Clear Point Advisors Inc. 3.42% Reduce -0.1% 6,825 $4.0M
Waterfront Wealth Inc. 0.97% Add +1.6% 6,814 $4.0M
Texas Capital Bancshares Inc 1.61% No change 6,811 $4.0M
Ironclad Investments LLC 2.33% No change 6,805 $4.0M
Thoroughbred Financial Services, LLC 0.24% Add +0.6% 6,793 $4.0M
Edge Wealth Management LLC 0.81% Add +2.5% 6,788 $4.0M
Savvy Advisors, Inc. 0.48% Add +60.3% 6,781 $4.0M
Reynders McVeigh Capital Management, LLC 0.21% Reduce -1.1% 6,778 $4.0M
Continuum Advisory, LLC 0.51% Reduce -2.6% 6,775 $4.0M
Spectrum Wealth Advisory Group, LLC 1.87% Add +12.6% 6,751 $4.0M
Blankinship & Foster, LLC 0.97% Add +19.2% 6,745 $4.0M
First United Bank & Trust 1.43% Reduce -2.1% 6,718 $3.9M
TrinityPoint Wealth, LLC 0.55% Add +17.6% 6,717 $3.9M
Cullen Capital Management, LLC 0.05% Add +494.9% 6,698 $3.9M
Richmond Investment Services, LLC 2.20% — 6,680 $3.9M
Resurgent Financial Advisors LLC 2.31% Add +11.4% 6,680 $3.9M
Wetzel Investment Advisors, Inc. 1.95% Reduce -1.4% 6,636 $3.9M
SeaBridge Investment Advisors LLC 0.82% Add +43.0% 6,655 $3.9M
Alpha Cubed Investments, LLC 0.18% Add +17.9% 6,652 $3.9M
Topsail Wealth Management, LLC 0.83% — 6,648 $3.9M
Pines Wealth Management, LLC 1.69% — 6,690 $3.9M
Farmers National Bank 1.13% — 6,624 $3.9M
Sequent Asset Management, LLC 1.91% Add +4.1% 6,617 $3.9M
Rossmore Private Capital 0.48% Reduce -2.8% 6,608 $3.9M
Home Federal Bank of Tennessee 1.15% No change 6,602 $3.9M
ArchPoint Investors 1.27% No change 6,579 $3.9M
Enclave Advisors LLC 0.64% Reduce -1.2% 6,586 $3.9M
Howard Wealth Management, LLC 2.09% Reduce -0.9% 6,583 $3.9M
Insight Wealth Strategies, LLC 0.52% Add +45.1% 6,559 $3.8M
Fragasso Financial Advisors Inc 0.29% Reduce -0.4% 6,557 $3.8M
Phillips Financial Management, LLC 0.30% Reduce -7.0% 6,541 $3.8M
White Knight Strategic Wealth Advisors, LLC 1.60% Add +126.9% 6,534 $3.8M
Beese Fulmer Investment Management, Inc. 0.33% Reduce -0.2% 6,520 $3.8M
Sonora Investment Management Group, LLC 0.30% Reduce -2.9% 6,518 $3.8M
Willis Johnson & Associates, Inc. 0.29% Add +15.9% 6,518 $3.8M
Pitti Group Wealth Management, LLC 3.87% Add +5.7% 6,513 $3.8M
KFA Private Wealth Group, LLC 1.60% Add +26.9% 6,502 $3.8M
Baker Ellis Asset Management LLC 0.56% Add +0.4% 6,502 $3.8M
Highlander Partners, L.P. 2.16% No change 6,500 $3.8M
Graves Light Lenhart Wealth, Inc. 0.47% Reduce -2.3% 6,498 $3.8M
SC&H Financial Advisors, Inc. 0.79% Reduce -4.0% 6,497 $3.8M
Net Worth Advisory Group 1.15% Add +118.5% 6,482 $3.8M
Sonata Capital Group Inc. 1.57% Add +4.8% 6,479 $3.8M
Roffman Miller Associates Inc. 0.23% Add +0.3% 6,472 $3.8M
Cascade Financial Partners, LLC 0.49% Reduce -2.1% 6,465 $3.8M
Northwest Bancshares, Inc. 0.70% Reduce -3.9% 6,451 $3.8M
American State Bank (Iowa) 2.28% No change 6,450 $3.8M
Abacus Planning Group, Inc. 0.67% Add +0.0% 6,449 $3.8M
Certuity, LLC 0.41% Reduce -50.6% 6,446 $3.8M
Paradigm, Strategies in Wealth Management, LLC 2.49% Reduce -4.2% 6,446 $3.8M
Affiance Financial, LLC 0.90% Add +0.5% 6,440 $3.8M
BOK Financial Private Wealth, Inc. 0.27% Add +106.3% 6,417 $3.8M
Valley Wealth Managers, Inc. 0.28% Add +3.7% 6,433 $3.8M
Clark Capital Management Group, Inc. 0.03% Reduce -28.7% 6,430 $3.8M
Financial Perspectives, Inc 1.26% Add +1.5% 6,418 $3.8M
Traynor Capital Management, Inc. 0.29% Reduce -2.7% 6,399 $3.8M
Meridian Investment Counsel Inc. 1.12% Reduce -9.4% 6,390 $3.7M
Capital Insight Partners, LLC 0.65% Reduce -2.1% 6,380 $3.7M
Wealthspire Retirement, LLC 0.29% Add +11.2% 6,369 $3.7M
Tritonpoint Wealth, LLC 0.34% Reduce -1.4% 6,346 $3.7M
First Interstate Bank 0.23% Add +3.1% 6,356 $3.7M
Winch Advisory Services, LLC 0.97% Add +0.9% 6,352 $3.7M
Drucker Wealth 3.0, LLC 0.86% Reduce -0.0% 6,331 $3.7M
Plancorp, LLC 0.15% Reduce -0.7% 6,329 $3.7M
Sterling Financial Group, Inc. 1.38% Reduce -8.6% 6,328 $3.7M
Highland Capital Management, LLC 0.21% Add +7.3% 6,326 $3.7M
Castleview Partners, LLC 2.00% Reduce -1.1% 6,339 $3.7M
Breed's Hill Capital LLC 1.94% Reduce -0.1% 6,321 $3.7M
Bray Capital Advisors 1.00% Reduce -0.6% 6,318 $3.7M
Cahill Financial Advisors Inc. 0.50% Add +11.6% 6,317 $3.7M
Fagan Associates, Inc. 0.59% Add +1.4% 6,313 $3.7M
Cooper Financial Group 0.45% Add +7.6% 6,309 $3.7M
Stephenson & Company, Inc. 2.49% Reduce -0.1% 6,301 $3.7M
Ofc Financial Planning, LLC 3.89% — 6,300 $3.7M
Investmark Advisory Group LLC 1.81% Add +0.3% 6,287 $3.7M
Lionshead Wealth Management, LLC 2.66% — 6,284 $3.7M
Sage Financial Group Inc. 0.30% Reduce -7.5% 6,279 $3.7M
Colonial Trust Co / SC 0.55% Reduce -0.7% 6,266 $3.7M
Callan Capital, LLC 0.27% Reduce -17.4% 6,257 $3.7M
BCM Advisors, LLC 0.82% Reduce -0.6% 6,068 $3.7M
Kelleher Financial Advisors 1.38% Reduce -1.6% 6,253 $3.7M
Ramsay, Stattman, Vela & Price, Inc. 0.68% Add +7.7% 6,252 $3.7M
Councilmark Asset Management, LLC 2.46% No change 6,245 $3.7M
Hillman Capital Management, Inc. 1.36% Add +179.9% 6,236 $3.7M
Security Financial Services, INC. 0.74% Reduce -1.1% 6,232 $3.7M
Orgel Wealth Management, LLC 0.10% Reduce -0.0% 6,231 $3.7M
F&V Capital Management, LLC 0.96% No change 6,226 $3.6M
M.E. Allison & Co., Inc. 4.01% — 6,211 $3.6M
Prasad Wealth Partners, LLC 1.18% — 6,209 $3.6M
REDW Wealth LLC 1.26% Reduce -48.6% 6,203 $3.6M
Pullen Investment Management, LLC 2.36% Add +4.8% 6,198 $3.6M
Mason & Associates, LLC 1.08% Reduce -2.3% 6,170 $3.6M
Stonebridge Financial Group, LLC 0.40% — 6,170 $3.6M
Forza Wealth Management, LLC 1.65% No change 6,168 $3.6M
Henrickson Nauta Wealth Advisors, Inc. 1.47% Reduce -1.0% 6,156 $3.6M
Cahill Wealth Management, LLC 1.84% Add +0.0% 6,152 $3.6M
Cape Cod Five Cents Savings Bank 0.32% No change 6,278 $3.6M
Phillips Wealth Planners LLC 3.59% Add +1139.8% 6,199 $3.6M
Abacus Wealth Partners, LLC 0.54% Reduce -4.8% 6,115 $3.6M
Rollins Financial Advisors, LLC 0.56% Reduce -0.9% 6,097 $3.6M
Raub Brock Capital Management LP 0.76% New 6,086 $3.6M
Octavia Wealth Advisors, LLC 0.43% Reduce -1.1% 6,057 $3.6M
Catalina Capital Group, LLC 1.17% Add +0.3% 6,067 $3.6M
PDS Planning, Inc 0.32% Reduce -3.0% 6,056 $3.5M
BankPlus Wealth Management LLC 2.64% — 6,049 $3.5M
Flagstar Securities, Inc. 0.88% Add +5.7% 6,026 $3.5M
Northside Capital Management, LLC 0.94% No change 6,046 $3.5M
Silvant Capital Management LLC 0.15% No change 6,045 $3.5M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $3.5M
Moneda S.A. Administradora General de Fondos 3.68% Add +6.7% 6,039 $3.5M
Executive Wealth Management, LLC 0.28% Add +14.0% 6,035 $3.5M
Cape Investment Advisory, Inc. 1.38% Add +22.0% 6,035 $3.5M
Jackson Wealth Management, LLC 0.40% Add +43.6% 6,015 $3.5M
Point72 Asset Management 0.01% Add +20.0% 6,000 $3.5M
Saxon Interests, Inc. 1.54% Add +0.2% 5,987 $3.5M
Jaffetilchin Investment Partners, LLC 0.25% Add +3.4% 5,985 $3.5M
Mayport, LLC 1.03% Add +172.3% 5,976 $3.5M
Gemmer Asset Management LLC 0.34% Add +3.3% 5,973 $3.5M
Essex LLC 0.73% Add +0.3% 5,960 $3.5M
Armstrong Henry H Associates Inc. 0.35% Reduce -0.6% 5,956 $3.5M
M3 Advisory Group, LLC 2.50% Add +0.7% 5,954 $3.5M
Ironwood Investment Counsel, LLC 0.60% Reduce -7.5% 5,953 $3.5M
Red Door Wealth Management, LLC 0.54% Add +42.5% 5,952 $3.5M
Oribel Capital Management, LP 0.24% Reduce -4.0% 5,950 $3.5M
W Advisors, LLC 2.16% Reduce -0.3% 5,950 $3.5M
Mystic Asset Management, Inc. 0.93% Add +0.4% 5,944 $3.5M
Significant Wealth Partners LLC 1.80% Add +75.1% 5,938 $3.5M
LYNX Capital Group Ltd. 2.00% No change 5,930 $3.5M
First National Bank Sioux Falls 1.48% No change 5,929 $3.5M
Towerpoint Wealth, LLC 1.70% Reduce -0.9% 5,927 $3.5M
Abound Wealth Management 1.11% Add +5.3% 5,920 $3.5M
Monograph Wealth Advisors, LLC 0.46% No change 5,878 $3.5M
1 North Wealth Services LLC 1.46% — 5,896 $3.5M
Gold Investment Management Ltd. 1.45% Reduce -9.6% 5,878 $3.4M
Woodmont Investment Counsel LLC 0.25% Reduce -2.8% 5,872 $3.4M
Compass Capital Corp. /Ma/ 1.34% — 5,766 $3.4M
Kelman-Lazarov, Inc. 0.62% Reduce -6.0% 5,865 $3.4M
Evergreen Advisors, LLC 0.94% Reduce -17.7% 5,864 $3.4M
Boston Trust Walden Corp 0.02% Reduce -3.4% 5,862 $3.4M
Outlook Wealth Advisors, LLC 0.99% Reduce -7.1% 5,861 $3.4M
CWS Financial Advisors, LLC 1.11% New 5,861 $3.4M
Jackson Square Capital, LLC 0.83% Reduce -1.2% 5,860 $3.4M
North Star Asset Management Inc. 0.15% Add +1.9% 5,860 $3.4M
Redmont Wealth Advisors LLC 5.93% Add +10.3% 5,853 $3.4M
RPS Advisory Solutions LLC 2.13% Reduce -28.1% 5,851 $3.4M
BridgePort Financial Solutions, LLC 1.55% — 5,841 $3.4M
XML Financial, LLC 0.31% Add +15.7% 5,807 $3.4M
Waycross Investment Management Co 3.58% Reduce -1.0% 5,802 $3.4M
Raab & Moskowitz Asset Management LLC 0.83% No change 5,794 $3.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.51% Add +17.7% 5,790 $3.4M
High Falls Advisors, Inc 0.79% Reduce -4.0% 5,786 $3.4M
Keebeck Wealth Management 0.49% Add +14.9% 5,742 $3.4M
Essex Bank 0.84% Add +8.9% 5,757 $3.4M
Parisi Gray Wealth Management 1.07% Add +1.3% 5,746 $3.4M
Tillman Hartley LLC 0.97% No change 5,741 $3.4M
Duncker Streett & Co. Inc. 0.62% Reduce -9.8% 5,737 $3.4M
Weaver Consulting Group 1.03% Add +0.3% 5,728 $3.4M
Cornerstone Advisory, LLC 0.38% Reduce -5.5% 5,506 $3.4M
Fairhaven Wealth Management, LLC 1.05% No change 5,716 $3.4M
Libra Wealth LLC 1.30% No change 5,703 $3.3M
SkyView Investment Advisors, LLC 0.53% No change 5,700 $3.3M
Westside Investment Management, Inc. 0.70% Add +0.2% 5,684 $3.3M
Park National Corp. 0.12% Reduce -6.4% 5,673 $3.3M
Ameraudi Asset Management, Inc. 1.83% Reduce -25.4% 5,670 $3.3M
Atlatl Advisers LLC 1.95% — 5,668 $3.3M
Lifeworks Advisors, LLC 0.60% Reduce -1.4% 5,668 $3.3M
Bellevue Group AG 0.06% New 5,660 $3.3M
Smith Salley Wealth Management 0.21% Add +56.4% 5,651 $3.3M
City Holding Co. 0.47% Reduce -1.8% 5,644 $3.3M
Breakwater Capital Group 0.66% Reduce -1.1% 5,639 $3.3M
Capital City Trust Co. 0.82% Reduce -7.3% 5,636 $3.3M
Tradition Wealth Management, LLC 0.29% Add +21.2% 5,593 $3.3M
TRUE Private Wealth Advisors 0.40% Add +2.7% 5,588 $3.3M
Capital Asset Advisory Services LLC 0.16% Reduce -3.0% 5,532 $3.3M
Gilbert & Cook, Inc. 0.46% Reduce -2.4% 5,571 $3.3M
Kraft, Davis & Associates, LLC 0.93% Reduce -7.4% 5,414 $3.3M
Merrion Investment Management Co, LLC 2.27% No change 5,570 $3.3M
Ascent Wealth Partners, LLC 0.44% Reduce -0.9% 5,563 $3.3M
Q3 Asset Management 2.02% Reduce -4.1% 5,554 $3.3M
Evelyn Partners Asset Management Ltd 0.87% — 5,545 $3.2M
Advanced Asset Management Advisors Inc 0.85% Add +1.6% 5,536 $3.2M
Mitchell Sinkler & Starr 0.86% Reduce -18.4% 5,530 $3.2M
Meketa Investment Group Inc. 7.26% — 5,527 $3.2M
Isthmus Partners, LLC 0.39% Add +251.0% 5,525 $3.2M
UNIVEST FINANCIAL Corp 0.20% Reduce -6.2% 5,509 $3.2M
Albar Capital Partners LLP 0.78% — 5,507 $3.2M
Acropolis Investment Management, LLC 0.19% No change 5,497 $3.2M
Spirepoint Private Client, LLC 0.40% Reduce -0.3% 5,487 $3.2M
Warner Financial, Inc. 1.38% Reduce -1.6% 5,472 $3.2M
Horizon Investment Services, LLC 1.36% Reduce -2.1% 5,462 $3.2M
Wallington Asset Management, LLC 0.46% Reduce -7.3% 5,456 $3.2M
Middleton & Co. Inc. 0.35% Add +2.5% 5,447 $3.2M
Capital Research Global Investors 0.00% Add +52.9% 5,427 $3.2M
Williams & Novak, LLC 3.08% Add +4.1% 5,445 $3.2M
Merriman Wealth Management, LLC 0.13% Add +3.4% 5,424 $3.2M
Parsons Capital Management Inc. 0.17% Add +4.7% 5,434 $3.2M
Geometric Wealth Advisors 0.58% Add +2.5% 5,429 $3.2M
Mason Investment Advisory Services, Inc. 0.19% Add +0.1% 5,422 $3.2M
Greykasell Wealth Strategies, Inc. 1.76% — 5,415 $3.2M
Worth Financial Advisory Group, LLC 1.95% Reduce -13.7% 5,406 $3.2M
Leeward Financial Partners, LLC 1.13% Add +3.6% 5,404 $3.2M
Checchi Capital Advisers, LLC 0.24% Add +2.0% 5,388 $3.2M
Sivia Capital Partners, LLC 1.57% No change 5,380 $3.2M
Ulland Investment Advisors, LLC 2.18% Add +47.5% 5,379 $3.2M
Chilton Investment Co. Inc. 0.08% Add +21.6% 5,375 $3.2M
Summit Place Financial Advisors, LLC 1.79% Add +5.0% 5,372 $3.1M
Lion Street Advisors, LLC 1.00% Add +0.2% 5,367 $3.1M
Horizon Wealth Management, LLC 0.55% Reduce -67.8% 5,357 $3.1M
Harbour Capital Advisors, LLC 0.70% Add +1.3% 5,295 $3.1M
Strategic Financial Concepts, LLC 0.60% Reduce -8.6% 5,346 $3.1M
Summit Financial Wealth Advisors, LLC 0.61% Add +1.1% 5,239 $3.1M
Mitchell McLeod Pugh & Williams Inc. 0.66% Reduce -0.2% 5,340 $3.1M
Charter Research & Investment Group, Inc. 2.38% Reduce -1.0% 5,333 $3.1M
1834 Investment Advisors Co. 0.40% Reduce -0.1% 5,333 $3.1M
Stevard, LLC 11.65% No change 5,324 $3.1M
Waters Parkerson & Co., LLC 0.16% Reduce -0.4% 5,321 $3.1M
East Coast Asset Management, LLC. 1.04% No change 5,319 $3.1M
MV Capital Management, Inc. 0.33% Reduce -5.4% 5,317 $3.1M
Optivise Advisory Services LLC 1.68% Add +6.3% 5,316 $3.1M
McIlrath & Eck, LLC 0.40% Reduce -7.4% 5,313 $3.1M
Eagle Wealth Strategies LLC 2.25% Add +21.1% 5,308 $3.1M
Verum Partners LLC 0.90% Add +0.2% 5,303 $3.1M
Sittner & Nelson, LLC 1.35% Add +2.5% 5,300 $3.1M
Epiq Partners, LLC 1.74% Reduce -4.6% 5,269 $3.1M
New Century Financial Group, LLC 1.31% Reduce -65.7% 5,215 $3.1M
Rede Wealth, LLC 1.18% Reduce -1.6% 5,249 $3.1M
Douglass Winthrop Advisors, LLC 0.06% Add +0.5% 5,248 $3.1M
Compass Wealth Management LLC 0.74% Add +2.2% 5,245 $3.1M
Redwood Investment Management, LLC 0.30% Add +3.6% 5,241 $3.1M
Secure Asset Management, LLC 0.47% Add +4.3% 5,236 $3.1M
Alaethes Wealth, LLC 1.09% Add +76.3% 5,203 $3.1M
McDaniel Terry & Co. 0.25% No change 5,203 $3.0M
Paladin Advisory Group, LLC 2.33% Reduce -0.7% 5,202 $3.0M
Financial Advisors Network, Inc. 0.51% — 5,200 $3.0M
Augustine Asset Management Inc. 0.80% Add +15.4% 5,192 $3.0M
Peterson Wealth Services 0.93% Add +0.0% 5,192 $3.0M
Strait & Sound Wealth Management LLC 1.41% Reduce -1.1% 5,188 $3.0M
Retireful, LLC 1.71% Reduce -68.0% 5,183 $3.0M
Noesis Capital Mangement Corp. 0.58% Add +0.9% 5,174 $3.0M
Next Capital Management LLC 1.25% Reduce -2.0% 5,165 $3.0M
Watershed Private Wealth LLC 1.18% No change 5,168 $3.0M
Ironwood Financial, llc 0.63% Reduce -2.1% 5,160 $3.0M
Wood Tarver Financial Group, LLC 1.01% — 5,159 $3.0M
Harmony Asset Management LLC 1.20% Reduce -4.1% 5,152 $3.0M
Summit Financial Strategies, Inc. 0.33% Reduce -1.1% 5,151 $3.0M
Patton Albertson Miller Group, LLC 0.40% Reduce -1.3% 5,138 $3.0M
Evelyn Partners Investment Management LLP 0.10% — 5,133 $3.0M
Grange Capital, LLC 3.15% — 5,125 $3.0M
Shared Vision Wealth Group LLC 1.58% Add +0.8% 5,117 $3.0M
Cottage Street Advisors LLC 1.56% Reduce -1.4% 5,115 $3.0M
Sather Financial Group Inc 0.19% Reduce -1.5% 5,112 $3.0M
Bank Ozk 1.24% Reduce -3.0% 5,109 $3.0M
Bantamac Capital, LLC 1.34% Add +8.5% 5,094 $3.0M
WealthShield Partners, LLC 0.42% Reduce -15.6% 5,078 $3.0M
Lawson Kroeker Investment Management Inc. 0.56% New 5,083 $3.0M
Wealthquest Corp 0.24% No change 5,081 $3.0M
Schneider Downs Wealth Management Advisors, LP 0.56% Add +16.0% 5,078 $3.0M
Wealth Management Partners, LLC 1.28% Add +0.8% 5,062 $3.0M
Verus Financial Partners, Inc. 0.33% Add +0.0% 5,110 $3.0M
Evensky & Katz LLC 0.19% Add +1.7% 5,059 $3.0M
Bearing Point Capital, LLC 0.62% — 5,052 $3.0M
Center for Financial Planning, Inc. 0.40% Reduce -0.0% 5,052 $3.0M
First Commonwealth Financial Corp 0.70% No change 5,050 $3.0M
Strategic Advisors LLC 0.54% Add +2.8% 5,047 $3.0M
Holderness Investments Co. 0.65% Reduce -3.7% 5,047 $3.0M
SOA Wealth Advisors, LLC. 0.54% Reduce -1.5% 5,025 $2.9M
WealthPlan Investment Management, LLC 0.29% Add +55.5% 5,024 $2.9M
Rovin Capital /Ut/ 1.06% Reduce -0.7% 5,020 $2.9M
Asset Management Group, Inc. 0.52% Reduce -1.7% 5,014 $2.9M
Visionary Wealth Advisors 0.17% Reduce -3.6% 5,000 $2.9M
Erickson Financial Group, LLC 2.08% Reduce -1.4% 4,981 $2.9M
Asset Allocation & Management Company, LLC 1.60% No change 4,979 $2.9M
Tudor Financial Inc. 1.70% Add +2.9% 4,963 $2.9M
PBMares Wealth Management LLC 0.59% Add +1.6% 4,959 $2.9M
Lake Street Private Wealth, LLC 0.47% Add +16.8% 4,958 $2.9M
Waterway Wealth Management, LLC 1.28% Add +0.7% 4,956 $2.9M
Financial Synergies Wealth Advisors, Inc. 0.36% Add +3.5% 4,955 $2.9M
IFC Advisors LLC 0.63% — 4,944 $2.9M
Beaird Harris Wealth Management, LLC 0.25% Add +4.7% 4,940 $2.9M
Flaharty Asset Management, LLC 0.42% Reduce -6.3% 4,939 $2.9M
BHK Investment Advisors, LLC 1.09% No change 4,939 $2.9M
Brandywine Oak Private Wealth LLC 0.28% Add +0.7% 4,933 $2.9M
Ellevest, Inc. 0.17% Reduce -54.2% 4,923 $2.9M
Aviance Capital Partners, LLC 0.40% Reduce -4.0% 4,915 $2.9M
McAlister, Sweet & Associates, Inc. 2.04% Reduce -0.6% 4,901 $2.9M
Centricity Wealth Management, LLC 2.67% — 4,881 $2.9M
Pavion Blue Capital, LLC 1.34% Reduce -0.5% 4,880 $2.9M
Beaumont Financial Advisors, LLC 0.21% Reduce -1.1% 4,874 $2.9M
Mathes Company, Inc. 1.05% Reduce -1.2% 4,870 $2.9M
Olistico Wealth, LLC 1.66% Add +4.2% 4,867 $2.9M
TruNorth Capital Management, LLC 0.78% Reduce -8.0% 4,864 $2.9M
Lynx Investment Advisory 1.94% Add +42.8% 4,856 $2.8M
Cadinha & Co. LLC 0.47% Add +2.7% 4,854 $2.8M
Private Wealth Group, LLC 1.39% No change 4,852 $2.8M
Napa Wealth Management 1.23% Add +280.4% 4,843 $2.8M
Elevation Point Wealth Partners, LLC 0.23% Add +36.5% 4,817 $2.8M
Nottingham Advisors, Inc. 0.36% Reduce -3.9% 4,811 $2.8M
TBH Global Asset Management, LLC 0.67% Add +0.5% 4,807 $2.8M
Fortress Financial Group, LLC 2.80% — 4,806 $2.8M
Searle & Co. 0.81% No change 4,806 $2.8M
Hughes Financial Services, LLC 0.58% — 4,804 $2.8M
Rational Advisors, Inc. 0.29% Add +362.4% 4,800 $2.8M
Noked Israel Ltd 0.55% No change 4,794 $2.8M
Bangor Savings Bank 0.26% Add +2.0% 4,790 $2.8M
Mirador Capital Partners LP 0.51% Add +2.9% 4,777 $2.8M
Lodestone Wealth Management LLC 1.40% Add +463.3% 4,771 $2.8M
Longview Financial Advisors, Inc. 2.20% Reduce -1.2% 4,768 $2.8M
Tidemark, LLC 1.07% Reduce -0.1% 4,764 $2.8M
Zevenbergen Capital Investments LLC 0.06% Reduce -1.9% 4,754 $2.8M
Staley Capital Advisers Inc. 0.12% No change 4,753 $2.8M
Giverny Capital 0.10% No change 4,752 $2.8M
Black Diamond Financial, LLC 0.42% Add +22.0% 4,749 $2.8M
Clarity Capital Advisors, LLC 1.86% Add +0.1% 4,742 $2.8M
Bridges Investment Management Inc. 0.04% Add +3.0% 4,740 $2.8M
Cove Private Wealth, LLC 1.71% Add +330.6% 4,736 $2.8M
Prosperity Planning, Inc. 1.26% Reduce -2.8% 4,730 $2.8M
Patriot Financial Group Insurance Agency, LLC 0.37% Reduce -2.0% 4,720 $2.8M
Roehl & Yi Investment Advisors, LLC 1.52% — 4,718 $2.8M
Allegiance Financial Group Advisory Services LLC 0.90% Add +19.7% 4,715 $2.8M
First Financial Bankshares Inc 0.06% Reduce -17.5% 4,712 $2.8M
Selway Asset Management 1.08% Add +4.1% 4,709 $2.8M
Aurelius Family Office LLC 1.39% — 4,706 $2.8M
Canal Capital Management, LLC 0.45% Add +25.0% 4,698 $2.8M
GatePass Capital, LLC 3.04% — 4,676 $2.7M
Greenfield Savings Bank 1.31% Add +11.3% 4,676 $2.7M
Axis Wealth Partners, LLC 2.30% — 4,666 $2.7M
River Street Advisors LLC 1.39% Add +0.7% 4,649 $2.7M
Parkside Investments, LLC 0.41% Reduce -0.4% 4,639 $2.7M
Signet Financial Management, LLC 0.35% Add +7.3% 4,620 $2.7M
Consolidated Portfolio Review Corp 0.43% Add +9.0% 4,614 $2.7M
Cahaba Wealth Management, Inc. 0.22% Reduce -1.0% 4,613 $2.7M
Elite Wealth Management, Inc. 0.63% Reduce -5.4% 4,612 $2.7M
Vise Technologies, Inc. 0.23% Add +171.5% 4,608 $2.7M
Bull Street Advisors, LLC 1.30% No change 4,607 $2.7M
Thompson David Blair 1.96% — 4,593 $2.7M
Bennett Selby Investments LP 1.07% Add +0.0% 4,589 $2.7M
Stokes Family Office, LLC 0.29% Add +0.3% 4,585 $2.7M
Altiora Financial Group, LLC 0.58% Add +285.9% 4,584 $2.7M
Marshall & Sullivan Inc. 1.31% Reduce -0.8% 4,582 $2.7M
Miramar Fiduciary Corp 2.71% Reduce -14.4% 4,580 $2.7M
Builder Investment Group Inc. 0.72% Reduce -0.7% 4,556 $2.7M
Main Street Group, LTD 1.12% Add +3.7% 4,557 $2.7M
AlphaQ Advisors LLC 7.30% Reduce -3.3% 4,553 $2.7M
Madrona Financial Services, LLC 0.73% Reduce -4.0% 4,552 $2.7M
Suncoast Equity Management 0.30% Add +57.8% 4,550 $2.7M
Patriot Investment Management Group, Inc. 0.20% No change 4,543 $2.7M
Virtus Wealth Solutions LLC 0.63% — 4,530 $2.7M
Nicholas Wealth, LLC. 1.44% Add +1.6% 4,554 $2.6M
SP Asset Management LLC 0.22% Add +4.2% 4,513 $2.6M
Alpha Zero LLC 2.02% — 4,512 $2.6M
Fairview Capital Investment Management, LLC 0.14% Add +43.1% 4,493 $2.6M
Tufton Capital Management 0.50% Add +2.0% 4,493 $2.6M
Morton Capital Management LLC 0.50% Add +3.6% 4,491 $2.6M
Fiduciary Financial Group, LLC 0.58% Add +1.3% 4,534 $2.6M
InTrack Investment Management Inc 1.83% Reduce -8.3% 4,509 $2.6M
London Co. of Virginia 0.01% Add +249.8% 4,477 $2.6M
Paces Ferry Wealth Advisors, LLC 1.27% Reduce -4.0% 4,462 $2.6M
Facet Wealth, Inc. 0.07% Add +2.2% 4,348 $2.6M
Cooksen Wealth, LLC 2.40% No change 4,455 $2.6M
TPG Advisors LLC 2.04% Add +0.2% 4,454 $2.6M
Cooper/Haims Advisors, LLC 1.48% Reduce -3.1% 4,453 $2.6M
MPS Loria Financial Planners, LLC 0.77% Reduce -1.1% 4,451 $2.6M
Maripau Wealth Management LLC 1.55% New 4,437 $2.6M
Arbor Wealth Advisors LLC 2.32% Add +24.9% 4,442 $2.6M
Affinity Capital Advisors, LLC 0.49% Reduce -3.6% 4,421 $2.6M
ProVise Management Group, LLC 0.22% Reduce -0.2% 4,438 $2.6M
Cutter & CO Brokerage, Inc. 0.63% Reduce -2.1% 4,426 $2.6M
Newman Dignan & Sheerar, Inc. 0.66% Reduce -2.4% 4,424 $2.6M
Red Lighthouse Investment Management, LLC 1.02% Reduce -0.6% 4,417 $2.6M
Northwest Capital Management Inc 1.11% Reduce -0.1% 4,411 $2.6M
Northeast Financial Group, Inc. 0.99% Add +42.8% 4,405 $2.6M
Stonehage Fleming Financial Services Holdings Ltd 0.07% Add +0.5% 4,389 $2.6M
NFSG Corp 0.66% Reduce -0.9% 4,389 $2.6M
Clayton Financial Group LLC 0.92% Reduce -3.3% 4,379 $2.6M
10Elms LLP 3.22% — 4,379 $2.6M
Ironwood Wealth Management, LLC. 0.80% Reduce -2.3% 4,377 $2.6M
Eagle Rock Investment Company, LLC 0.43% Add +0.1% 4,371 $2.6M
Maple Capital Management, Inc. 0.19% Add +0.3% 4,370 $2.6M
Siligmueller & Norvid Wealth Advisors LLC 1.09% — 4,369 $2.6M
Maxwell Wealth Strategies Inc. 1.04% Reduce -0.4% 4,364 $2.6M
Quantum Private Wealth, LLC 0.82% No change 4,364 $2.6M
Duncan Williams Asset Management, LLC 1.01% Add +84.7% 4,356 $2.6M
Invesco Ltd. 0.00% Add +22.5% 4,349 $2.5M
Annis Gardner Whiting Capital Advisors, LLC 0.71% Reduce -0.3% 4,334 $2.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.21% Reduce -66.0% 4,334 $2.5M
Future You Wealth LLC 1.80% — 4,327 $2.5M
Strata Wealth Advisors, LLC 0.79% Add +3.7% 4,318 $2.5M
Wingate Wealth Advisors, Inc. 2.49% — 4,317 $2.5M
Hall Laurie J Trustee 0.83% Add +0.3% 4,310 $2.5M
Quantum Financial Advisors, LLC 0.38% Add +457.5% 4,298 $2.5M
Aull & Monroe Investment Management Corp 1.29% Reduce -1.3% 4,289 $2.5M
Roberts Wealth Advisors, LLC 0.76% Add +6.5% 4,238 $2.5M
Sawgrass Asset Management LLC 0.28% No change 4,276 $2.5M
Olde Wealth Management, LLC 0.90% Add +4.5% 4,276 $2.5M
Regents Gate Capital LLP 0.99% — 4,275 $2.5M
EdgeRock Capital LLC 1.64% Reduce -9.4% 4,275 $2.5M
Safeguard Financial, LLC 0.54% Add +12.2% 4,275 $2.5M
Equita Financial Network, Inc. 0.90% Add +0.3% 4,263 $2.5M
Chesapeake Asset Management LLC 2.32% Reduce -0.1% 4,244 $2.5M
Barnes Wealth Management Group, Inc 1.66% — 4,231 $2.5M
Curran Financial Partners, LLC 0.65% Reduce -4.2% 4,227 $2.5M
Team Hewins, LLC 0.97% Add +1.6% 4,210 $2.5M
Founders Grove Wealth Partners, LLC 0.72% — 4,214 $2.5M
Hoese & Co LLP 2.14% Reduce -41.2% 4,211 $2.5M
United Asset Strategies, Inc. 0.23% Reduce -21.8% 4,210 $2.5M
Pin Oak Investment Advisors Inc. 2.24% No change 4,293 $2.5M
Rice Partnership, LLC 0.47% Reduce -4.1% 4,200 $2.5M
Permanens Capital L.P. 0.47% Add +17.6% 4,172 $2.5M
Means Investment Co., Inc. 0.26% Reduce -0.3% 4,182 $2.5M
Acorn Financial Advisory Services Inc. 0.40% Reduce -1.4% 4,176 $2.4M
First Trust Advisors LP 0.00% New 4,174 $2.4M
Paragon Advisors, LLC 0.84% Reduce -87.7% 4,168 $2.4M
Allred Capital Management, LLC 0.94% No change 4,164 $2.4M
OMNI 360 Wealth, Inc. 1.62% Reduce -1.1% 4,159 $2.4M
City State Bank 0.86% Reduce -1.3% 4,156 $2.4M
Metis Global Partners, LLC 0.07% Reduce -93.0% 4,142 $2.4M
Intelligence Driven Advisers, LLC 0.46% Reduce -17.4% 4,140 $2.4M
WNY Asset Management, LLC 0.30% Add +1.6% 4,135 $2.4M
Marshall Financial Group, LLC 0.59% Add +15.5% 4,135 $2.4M
Oxbow Advisors, LLC 0.29% Add +10.6% 4,132 $2.4M
Cambridge Advisors Inc. 0.54% Add +6.6% 4,129 $2.4M
JSF Financial, LLC 0.64% Add +5.1% 4,115 $2.4M
Insight 2811, Inc. 1.24% Reduce -0.9% 4,110 $2.4M
Forthright Family Wealth Advisory LLC 1.56% No change 4,104 $2.4M
Denver Wealth Management, Inc. 1.08% Add +5.5% 4,101 $2.4M
Integral Investment Advisors, Inc. 0.78% Add +1.7% 4,099 $2.4M
James Investment Research, Inc. 0.29% Reduce -7.9% 4,090 $2.4M
Weiss Asset Management LP 0.07% New 4,090 $2.4M
General Partner, Inc. 1.44% No change 4,088 $2.4M
Wedgewood Investors Inc. 2.82% Reduce -0.3% 4,086 $2.4M
Northstar Group, Inc. 0.42% No change 4,071 $2.4M
GAMMA Investing LLC 0.20% Reduce -0.2% 4,070 $2.4M
Prudential PLC 0.01% Reduce -82.5% 4,065 $2.4M
Grandfield & Dodd, LLC 0.15% Reduce -0.1% 4,051 $2.4M
Davidson Trust Co. 1.22% No change 4,049 $2.4M
Capstone Financial Advisors, Inc. 0.15% Reduce -1.7% 4,041 $2.4M
Byrne Financial Freedom, LLC 1.05% — 4,033 $2.4M
Alpine Global Management, LLC 0.80% Add +97.2% 4,031 $2.4M
Baron Silver Stevens Financial Advisors, LLC 0.40% No change 4,010 $2.4M
Smith Asset Management Co., LLC 2.29% — 4,008 $2.3M
Spring Capital Management, LLC 1.40% Add +2.7% 4,007 $2.3M
American Capital Advisory, LLC 1.30% Reduce -1.4% 4,007 $2.3M
Kornitzer Capital Management Inc. 0.05% Reduce -2.0% 4,005 $2.3M
BCR Wealth Strategies, LLC 1.10% No change 4,006 $2.3M
Savior LLC 13.44% Add +0.6% 4,002 $2.3M
Hilltop National Bank 0.70% Reduce -1.2% 3,986 $2.3M
Stone Summit Wealth LLC 0.78% Reduce -11.0% 3,980 $2.3M
Stonegate Investment Group, LLC 0.06% Add +0.3% 3,966 $2.3M
Baldwin Wealth Partners LLC 0.16% Reduce -33.2% 3,964 $2.3M
Members Wealth LLC 1.73% — 3,837 $2.3M
White Lighthouse Investment Management Inc. 0.41% Reduce -0.8% 3,949 $2.3M
YANKCOM Partnership 1.24% — 3,948 $2.3M
Eldridge Investment Advisors, Inc. 0.54% Reduce -7.5% 3,937 $2.3M
Peoples Bank 1.60% No change 3,936 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +28.8% 3,932 $2.3M
Sculati Wealth Management, LLC 0.91% Add +0.0% 3,917 $2.3M
Altfest L J & Co. Inc. 0.29% Reduce -1.0% 3,914 $2.3M
Silvia McColl Wealth Management, LLC 1.72% Add +2.1% 3,905 $2.3M
Comprehensive Financial Planning, Inc. 1.93% — 3,896 $2.3M
Bingham Private Wealth, LLC 2.43% — 3,890 $2.3M
Everpar Advisors LLC 1.15% Add +29.1% 3,890 $2.3M
Manhattan West Asset Management, LLC 0.61% Reduce -38.7% 3,885 $2.3M
Valley National Advisers Inc. 0.41% Add +8.6% 3,885 $2.3M
Headinvest, LLC 0.43% Add +12.0% 3,883 $2.3M
Moss Adams Wealth Advisors LLC 0.24% Reduce -0.2% 3,865 $2.3M
Archford Capital Strategies, LLC 0.34% Add +1.7% 3,877 $2.3M
CCG Wealth Management, LLC 1.26% Add +0.2% 3,869 $2.3M
Bank of Nova Scotia Trust Co. 0.24% Add +1.3% 3,859 $2.3M
Wellington Shields & Co., LLC 0.69% Add +6.9% 3,852 $2.3M
Goldstein Advisors, LLC 0.33% Add +449.4% 3,846 $2.3M
Affinity Wealth Management LLC 0.40% Add +0.0% 3,826 $2.2M
Lazari Capital Management, Inc. 0.89% Add +0.9% 3,824 $2.2M
BNC Wealth Management, LLC 0.74% Reduce -6.8% 3,822 $2.2M
Sierra Summit Advisors LLC 0.45% Reduce -1.3% 3,817 $2.2M
Traphagen Investment Advisors LLC 0.23% Add +6.7% 3,811 $2.2M
Forbes Financial Planning, Inc. 1.08% Reduce -43.1% 3,810 $2.2M
Griffith & Werner, Inc. 1.47% — 3,806 $2.2M
Barr E S & Co. 0.13% No change 3,803 $2.2M
Asset Allocation Strategies LLC 0.54% Reduce -22.6% 3,685 $2.2M
Hemenway Trust Co LLC 0.18% Add +186.8% 3,789 $2.2M
Panoramic Capital Partners, LLC 1.95% — 3,786 $2.2M
Lantern Wealth Advisors, LLC 1.44% Reduce -98.1% 70 $2.2M
Hutchinson Capital Management 0.42% Add +1.1% 3,778 $2.2M
FMB Wealth Management 1.25% No change 3,775 $2.2M
Astoria Portfolio Advisors LLC. 0.79% Reduce -2.1% 3,797 $2.2M
Lokken Investment Group LLC 0.95% Reduce -3.9% 3,766 $2.2M
Apollon Financial, LLC 0.55% Add +10.2% 3,762 $2.2M
Ameriflex Group, Inc. 1.01% — 3,659 $2.2M
Wagner Wealth Management, LLC 0.57% Add +0.9% 3,753 $2.2M
Red Wave Investments LLC 0.77% Add +0.1% 3,747 $2.2M
SGL Investment Advisors, Inc. 1.12% Reduce -1.9% 3,638 $2.2M
Bill Few Associates, Inc. 0.77% Add +0.0% 3,738 $2.2M
Sheets Smith Wealth Management 0.27% Reduce -0.7% 3,731 $2.2M
Trail Ridge Investment Advisors, LLC 1.04% Reduce -1.3% 3,727 $2.2M
Disciplined Investments, LLC 1.08% Add +0.5% 3,723 $2.2M
NorthStar Asset Management LLC 1.38% Add +6.4% 3,706 $2.2M
Gibbs Wealth Management 0.59% Add +82.7% 3,700 $2.2M
Garrison Point Advisors, LLC 1.03% Add +47.8% 3,696 $2.2M
ICW Investment Advisors LLC 0.90% Add +0.2% 3,694 $2.2M
Renaissance Investment Group LLC 0.46% Add +1.7% 3,693 $2.2M
CFO4Life Group, LLC 0.38% Reduce -0.2% 3,691 $2.2M
McKinley Carter Wealth Services, Inc. 0.13% Add +0.3% 3,687 $2.2M
Arista Wealth Management, LLC 0.52% Reduce -1.8% 3,687 $2.2M
McBroom & Associates, LLC 1.22% Reduce -0.7% 3,686 $2.2M
VeraBank, N.A. 0.61% No change 3,682 $2.2M
Campbell Wealth Management 0.19% Add +9.9% 3,671 $2.2M
United Advisor Group, LLC 0.42% Reduce -1.2% 3,660 $2.1M
Miller Howard Investments Inc. 0.07% Add +701.3% 3,654 $2.1M
Grove Street Fiduciary, LLC 1.12% — 3,651 $2.1M
Selective Wealth Management, Inc. 0.87% Reduce -1.2% 3,669 $2.1M
Optima Capital LLC 1.47% — 3,632 $2.1M
Blue Chip Partners, LLC 0.18% Reduce -0.1% 3,634 $2.1M
Melfa Wealth Management, Inc. 1.42% Reduce -0.5% 3,633 $2.1M
HBW Advisory Services LLC 0.22% Add +13.0% 3,631 $2.1M
Sage Advisors, LLC 1.59% Add +19.3% 3,629 $2.1M
Legacy Private Trust Co. 0.14% Reduce -0.7% 3,627 $2.1M
Fortress Private Ledger, LLC 1.30% — 3,620 $2.1M
BCS Wealth Management 0.53% Reduce -5.4% 3,619 $2.1M
Trillium Asset Management, LLC 0.05% Add +49.5% 3,616 $2.1M
Leith Wheeler Investment Counsel Ltd. 0.15% Reduce -1.2% 3,612 $2.1M
Kelly Financial Services LLC 0.76% Reduce -36.0% 3,611 $2.1M
Sentry LLC 0.41% No change 3,594 $2.1M
J.P. Marvel Investment Advisors, LLC 0.35% No change 3,593 $2.1M
Kagan Cocozza Asset Management 1.75% — 3,590 $2.1M
Sensible Money, LLC 0.92% Add +1.6% 3,589 $2.1M
DGS Capital Management, LLC 0.53% Add +36.4% 3,582 $2.1M
Uptick Partners, LLC 0.76% Reduce -0.6% 3,581 $2.1M
Ransom Advisory, Ltd 0.96% Reduce -2.3% 3,579 $2.1M
Mogy Joel R Investment Counsel Inc. 0.12% No change 3,575 $2.1M
Arbor Investment Advisors, LLC 0.29% Add +5.2% 3,570 $2.1M
Stoneridge Investment Partners LLC 0.75% Reduce -1.8% 3,569 $2.1M
Cranbrook Wealth Management, LLC 0.48% Add +14.7% 3,565 $2.1M
Altus Wealth Management, LLC 0.93% Add +12.4% 3,561 $2.1M
Droms Strauss Advisors Inc. /Mo/ 0.68% Reduce -7.0% 3,557 $2.1M
Private Capital Management LLC 0.42% Add +3.9% 3,555 $2.1M
Uptown Financial Advisors LLC 2.24% — 3,544 $2.1M
LGT Financial Advisors LLC 4.59% Add +0.3% 3,543 $2.1M
Dearborn Partners LLC 0.09% Add +49.5% 3,539 $2.1M
Manchester Financial Inc. 0.45% Add +0.7% 3,529 $2.1M
AssuredPartners Investment Advisors, LLC 0.40% — 3,523 $2.1M
Wealth Alliance Advisory Group, LLC 0.44% Add +43.5% 3,522 $2.1M
Meyer Handelman Co. 0.07% Add +9.4% 3,512 $2.1M
Lakeridge Wealth Management LLC 1.06% Add +4.2% 3,510 $2.1M
AlpenGlobal Capital LLC 1.34% — 3,510 $2.1M
Hoxton Planning & Management, LLC 0.79% Add +168.1% 3,509 $2.1M
Hippocratic Financial Advisors, LLC 1.43% — 3,507 $2.1M
Modus Advisors, LLC 0.64% Reduce -6.7% 3,505 $2.1M
Tableaux LLC 1.70% — 3,500 $2.1M
Obsidian Cio, LLC 0.37% Add +38.4% 3,496 $2.0M
Wallace Advisory Group, LLC 1.42% Reduce -0.3% 3,569 $2.0M
McCarthy & Cox 0.71% Reduce -2.5% 3,493 $2.0M
Oberweis Asset Management Inc./ 0.10% Reduce -2.5% 3,488 $2.0M
Wellington Shields Capital Management, LLC 0.36% Add +19.5% 3,487 $2.0M
Portland Financial Advisors Inc 5.49% — 3,485 $2.0M
SignalPoint Asset Management, LLC 0.50% Add +0.1% 3,482 $2.0M
ARS Wealth Advisors Group, LLC 0.28% Reduce -2.8% 3,481 $2.0M
Maia Wealth LLC 0.44% Reduce -1.4% 3,399 $2.0M
Chung Wu Investment Group, LLC 2.05% — 3,470 $2.0M
Patient Capital Management, LLC 0.09% Add +133.0% 3,463 $2.0M
Country Trust Bank 0.05% No change 3,455 $2.0M
Agate Pass Investment Management, LLC 0.92% Reduce -0.9% 3,454 $2.0M
Winebrenner Capital Management LLC 1.56% — 3,450 $2.0M
MontVue Capital Management, Inc. 1.54% No change 3,446 $2.0M
CoreFirst Bank & Trust 1.20% Add +12.5% 3,443 $2.0M
PUREfi Wealth, LLC 1.97% — 3,432 $2.0M
Whalerock Point Partners, LLC 0.48% Reduce -2.8% 3,425 $2.0M
Astra Wealth Partners LLC 1.89% — 3,424 $2.0M
Liberty Capital Management, Inc. 0.44% No change 3,419 $2.0M
Asset Advisors Investment Management, LLC 0.21% Reduce -9.1% 3,418 $2.0M
Bradley & Co. Private Wealth Management, LLC 1.25% — 3,416 $2.0M
GW Henssler & Associates Ltd. 0.11% Add +0.0% 3,486 $2.0M
Brand Asset Management Group, Inc. 0.81% Add +0.4% 3,410 $2.0M
Bright Financial Advisors, Inc. 1.26% No change 3,408 $2.0M
Cherry Tree Wealth Management, LLC 0.49% Reduce -0.1% 3,406 $2.0M
Delta Capital Management LLC 1.15% New 3,400 $2.0M
Cubist Systematic Strategies, LLC 0.03% New 3,400 $2.0M
Auour Investments LLC 0.70% Add +0.2% 3,306 $2.0M
Miller Financial Services LLC 1.68% — 3,392 $2.0M
Cornerstone Investment Partners, LLC 0.10% Add +677.5% 3,382 $2.0M
WealthPLAN Partners, LLC 0.28% Reduce -1.5% 3,380 $2.0M
TFR Capital, LLC. 0.98% — 3,374 $2.0M
Ingalls & Snyder LLC 0.08% Reduce -15.1% 3,373 $2.0M
RTD Financial Advisors, Inc. 0.25% Reduce -0.9% 3,357 $2.0M
Garner Asset Management Corp 0.90% Add +0.2% 3,355 $2.0M
EMC Capital Management 1.10% Reduce -54.4% 3,355 $2.0M
LVW Advisors, LLC 0.24% Reduce -5.2% 3,350 $2.0M
JNBA Financial Advisors 0.20% Add +30.9% 3,350 $2.0M
Clarkston Capital Partners, LLC 0.04% Reduce -1.5% 3,346 $2.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.74% Reduce -0.1% 3,340 $2.0M
Argyle Capital Partners, LLC 1.68% — 3,340 $2.0M
SK Wealth Management, LLC 0.99% No change 3,327 $1.9M
Miramar Capital, LLC 0.46% Add +55.4% 3,326 $1.9M
Kohmann Bosshard Financial Services, LLC 0.23% No change 3,324 $1.9M
Costello Asset Management, INC 1.29% Add +4.7% 3,319 $1.9M
Sterling Investment Advisors, Ltd. 0.47% Reduce -2.3% 3,317 $1.9M
Campbell Deegan Wealth Management, LLC 2.33% — 3,315 $1.9M
River Wealth Advisors LLC 0.26% Reduce -1.6% 3,309 $1.9M
Horizon Bancorp Inc. 0.91% Add +1453.0% 3,308 $1.9M
Falcon Wealth Planning 0.22% Reduce -11.9% 3,306 $1.9M
Optimist Retirement Group LLC 0.92% No change 3,304 $1.9M
Halter Ferguson Financial Inc. 0.82% No change 3,303 $1.9M
Nomura Asset Management Co. Ltd. 0.01% Reduce -4.2% 3,297 $1.9M
Ascent Group, LLC 0.15% Reduce -4.3% 3,296 $1.9M
AmeriServ Wealth Advisors 1.04% — 3,295 $1.9M
Summit Asset Management, LLC 0.34% Reduce -2.8% 3,291 $1.9M
Seeds Investor LLC 0.55% Add +32.1% 3,291 $1.9M
360 Financial, Inc. 0.70% Reduce -3.4% 3,284 $1.9M
Sabby Management, LLC 15.65% New 3,280 $1.9M
Bellwether Advisors, LLC 0.34% Reduce -91.8% 3,271 $1.9M
Charles Schwab Trust Co 0.16% Add +60.2% 3,269 $1.9M
Chickasaw Capital Management LLC 0.08% Add +6.9% 3,265 $1.9M
Johnson Financial Group, LLC 0.22% Reduce -7.1% 3,263 $1.9M
Naviter Wealth, LLC 0.23% Reduce -2.4% 3,245 $1.9M
Financial Security Advisor, Inc. 0.48% Reduce -2.8% 3,242 $1.9M
Interchange Capital Partners, LLC 0.69% Reduce -17.2% 3,251 $1.9M
Mainstream Capital Management LLC 1.34% Reduce -6.3% 3,251 $1.9M
Curbstone Financial Management Corp 0.40% Reduce -2.5% 3,243 $1.9M
Geneva Partners, LLC 0.77% Add +0.1% 3,242 $1.9M
Aventura Private Wealth, LLC 1.02% — 3,229 $1.9M
Financial Life Planners 1.59% — 3,228 $1.9M
Violich Capital Management, Inc. 0.25% Add +2.1% 3,220 $1.9M
Centurion Wealth Management LLC 0.59% Reduce -0.3% 3,217 $1.9M
Oarsman Capital, Inc. 0.33% Add +7.9% 3,217 $1.9M
Elevatus Welath Management 0.64% Add +23.7% 3,216 $1.9M
Seros Financial, LLC 1.69% — 3,457 $1.9M
Randolph Co Inc 0.21% No change 3,210 $1.9M
FourThought Financial Partners, LLC 0.20% Add +0.4% 3,208 $1.9M
Rinkey Investments 0.60% Add +5.0% 3,207 $1.9M
SYM FINANCIAL Corp 0.24% Add +30.3% 3,202 $1.9M
Wambolt & Associates, LLC 0.60% Reduce -2.2% 3,202 $1.9M
Edgar Lomax Co. 0.12% Reduce -4.9% 3,202 $1.9M
Aire Advisors, LLC 0.39% Add +19.6% 3,195 $1.9M
WMG Financial Advisors, LLC 0.80% Reduce -0.5% 3,187 $1.9M
FSM Wealth Advisors, LLC 0.46% Add +31.8% 3,155 $1.9M
Fermata Advisors, LLC 0.35% Add +14.2% 3,177 $1.9M
Shaker Investments LLC 0.78% Reduce -0.7% 3,169 $1.9M
Community Financial Services Group, LLC 0.37% Reduce -22.9% 3,166 $1.9M
Hanson & Doremus Investment Management 0.29% Add +0.1% 3,149 $1.8M
Navellier & Associates Inc. 0.22% Add +8.6% 3,147 $1.8M
Widmann Financial Services, Inc. 1.43% Reduce -2.3% 3,147 $1.8M
Vestor Capital, LLC 0.14% Add +2.8% 3,145 $1.8M
Midwest Financial Network, LLC 1.90% — 3,122 $1.8M
First PREMIER Bank 0.47% No change 3,119 $1.8M
Peninsula Asset Management Inc. 0.97% Add +1.6% 3,115 $1.8M
Robinson Value Management, Ltd. 1.20% Reduce -9.4% 3,110 $1.8M
Integrity Wealth Solutions LLC 1.02% Add +7.4% 3,098 $1.8M
Powell Investment Advisors, LLC 0.84% Reduce -2.3% 3,086 $1.8M
Westbourne Investment Advisors, Inc. 0.62% Add +9.3% 3,094 $1.8M
Summit X, LLC 0.40% Add +2.8% 3,093 $1.8M
TigerOak Management, L.L.C. 0.66% — 3,081 $1.8M
CFS Investment Advisory Services, LLC 0.16% No change 3,079 $1.8M
Delta Asset Management LLC 0.16% Reduce -23.2% 3,078 $1.8M
Realta Investment Advisors 0.74% Add +31.0% 3,044 $1.8M
Prosperity Financial Group, Inc. 0.90% Add +9.4% 3,074 $1.8M
TrueWealth Financial Partners 1.11% No change 3,059 $1.8M
Steigerwald, Gordon & Koch Inc. 0.20% Add +14.7% 3,057 $1.8M
Wolff Wiese Magana LLC 1.18% Add +2.6% 3,042 $1.8M
Capital Investment Counsel, LLC 0.30% Add +10.3% 3,033 $1.8M
TFC Financial Management, Inc. 0.28% Add +0.1% 3,032 $1.8M
Chicago Wealth Management, Inc. 0.92% Add +95.1% 3,032 $1.8M
Wealth Group Ltd 0.51% No change 3,029 $1.8M
Exchange Capital Management, Inc. 0.28% Reduce -2.1% 3,028 $1.8M
Mattern Capital Management, LLC 0.23% Add +0.8% 3,025 $1.8M
Gilliland Jeter Wealth Management LLC 0.60% Add +1.0% 3,010 $1.8M
Atom Investors LP 0.22% Reduce -80.4% 3,010 $1.8M
Old Mission Investment Co LLC 0.53% Add +15.3% 3,008 $1.8M
Forte Capital LLC 0.20% Add +9.8% 3,008 $1.8M
Claris Financial LLC 1.16% — 3,006 $1.8M
Gruss & Co., LLC 7.51% New 3,000 $1.8M
Nordwand Advisors, LLC 0.72% No change 3,000 $1.8M
Greystone Financial Group, LLC 0.31% Add +0.1% 2,996 $1.8M
Bank of Marin 1.39% Reduce -0.3% 2,995 $1.8M
Mosley Wealth Management 1.09% Add +8.0% 2,916 $1.8M
Ayrshire Capital Management LLC 0.86% Reduce -1.7% 2,992 $1.8M
Taylor Financial Group, Inc. 1.21% No change 2,992 $1.8M
Beaton Management Co. Inc. 0.88% Add +8.7% 2,989 $1.8M
Caxton Associates LP 0.06% New 2,989 $1.8M
Investment Advisory Services Inc. /TX 0.62% No change 2,986 $1.8M
Grant/GrossMendelsohn, LLC 0.91% Add +14.2% 2,984 $1.7M
Cassady Schiller Wealth Management, LLC 0.64% Add +1.7% 2,981 $1.7M
Coyle Financial Counsel LLC 0.55% Reduce -17.5% 2,976 $1.7M
Newton One Investments LLC 0.67% Add +2.6% 2,957 $1.7M
Meridian Financial Advisors, LLC 1.20% Reduce -1.6% 2,955 $1.7M
Clean Yield Group 0.55% Reduce -3.5% 2,953 $1.7M
Meeder Advisory Services, Inc. 0.11% Reduce -2.1% 2,952 $1.7M
Register Financial Advisors LLC 0.86% Add +2.3% 2,939 $1.7M
Disciplined Investors, L.L.C. 1.66% — 2,962 $1.7M
Wallace Capital Management Inc. 0.24% Add +4.3% 2,938 $1.7M
DSG Capital Advisors, LLC 0.31% — 2,933 $1.7M
Lumbard & Kellner, LLC 0.74% No change 2,932 $1.7M
Sentry Investment Management LLC 0.82% Reduce -41.6% 2,926 $1.7M
Chemistry Wealth Management LLC 0.40% Reduce -1.1% 2,926 $1.7M
Ami Asset Management Corp. 0.09% Add +0.2% 2,924 $1.7M
Exchange Bank 1.38% Reduce -0.7% 2,921 $1.7M
Cowa, LLC 0.83% Reduce -6.1% 2,909 $1.7M
Consilium Wealth Advisory, LLC 0.81% Reduce -0.2% 2,905 $1.7M
CapWealth Advisors, LLC 0.19% Reduce -0.7% 2,905 $1.7M
Beta Wealth Group, Inc. 0.75% Reduce -1.9% 2,904 $1.7M
Birch Hill Investment Advisors LLC 0.08% Add +0.6% 2,902 $1.7M
Private Capital Advisors, Inc. 0.20% Add +0.4% 2,898 $1.7M
Claret Asset Management Corp 0.27% Reduce -11.7% 2,893 $1.7M
Triton Wealth Management, PLLC 0.87% Add +0.5% 2,863 $1.7M
MA Private Wealth 0.32% No change 2,887 $1.7M
Mandatum Life Insurance Co Ltd 0.50% No change 2,885 $1.7M
Promus Capital, LLC 1.30% — 2,883 $1.7M
Legacy Financial Group LLC 0.27% New 2,880 $1.7M
Frisch Financial Group, Inc. 0.51% Reduce -0.3% 2,870 $1.7M
Summit Investment Advisory Services, LLC 0.87% Add +1.8% 2,873 $1.7M
Citizens & Northern Corp. 0.46% No change 2,871 $1.7M
Leigh Baldwin & Co., LLC 1.42% — 2,866 $1.7M
RIA Advisory Group LLC 0.57% Add +87.9% 2,865 $1.7M
Congress Park Capital LLC 0.61% Reduce -5.4% 2,865 $1.7M
Bonfire Financial 1.52% — 2,854 $1.7M
Sutton Place Investors LLC 0.97% Add +3.1% 2,853 $1.7M
Cannon Financial Strategists, Inc. 0.29% Reduce -0.0% 2,846 $1.7M
BlackDiamond Wealth Management, LLC 0.96% Add +2.8% 2,838 $1.7M
Manske Wealth Management 0.66% — 2,836 $1.7M
LaFleur & Godfrey LLC 0.23% Reduce -0.3% 2,829 $1.7M
Culbertson A N & Co. Inc. 0.26% No change 2,826 $1.7M
High Probability Advisors, LLC 0.30% Reduce -0.9% 2,826 $1.7M
Morningstar Investment Services LLC 0.15% New 2,823 $1.7M
Caxton Corp. 9.94% Reduce -1.5% 2,823 $1.7M
Core Wealth Advisors, Inc. 0.55% Add +1.0% 2,821 $1.7M
MSH Capital Advisors LLC 0.52% Add +1.4% 2,820 $1.7M
Fortem Financial Group, LLC 0.64% Add +2.9% 2,820 $1.7M
Legacy Financial Advisors, Inc. 0.27% Add +24.0% 2,819 $1.7M
Marshall & Sterling Wealth Advisors Inc. 1.14% — 2,816 $1.7M
Two Sigma Securities, LLC 0.30% Add +15.0% 2,814 $1.6M
Front Row Advisors LLC 0.57% Add +1.8% 2,804 $1.6M
Stenger Family Office, LLC 0.56% — 2,813 $1.6M
Vaughan David Investments LLC 0.04% Add +6.4% 2,810 $1.6M
Index Fund Advisors, Inc. 0.09% Reduce -12.4% 2,806 $1.6M
Guardian Asset Advisors, LLC 1.05% Add +3.6% 2,799 $1.6M
Robinson Smith Wealth Advisors LLC 1.39% Add +27.3% 2,803 $1.6M
Tranquilli Financial Advisor LLC 1.04% Add +17.9% 2,803 $1.6M
Warburton Capital Management, LLC 1.23% — 2,798 $1.6M
Confluence Wealth Services, Inc. 0.11% Reduce -25.9% 2,686 $1.6M
D.B. Root & Company, LLC 0.52% Reduce -8.0% 2,789 $1.6M
Philadelphia Trust Co. 0.12% Reduce -0.3% 2,787 $1.6M
Addenda Capital Inc. 0.06% New 2,778 $1.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.41% Reduce -20.1% 2,783 $1.6M
Priebe Wealth Holdings LLC 1.11% Reduce -10.7% 2,782 $1.6M
Old Port Advisors 0.47% Add +0.1% 2,771 $1.6M
Occidental Asset Management, LLC 0.25% Add +0.0% 2,767 $1.6M
NCP Inc. 0.83% Add +20.2% 2,765 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.50% Reduce -1.1% 2,764 $1.6M
Bourgeon Capital Management LLC 0.31% Add +0.6% 2,762 $1.6M
Marex Group Ltd 0.03% Reduce -97.8% 2,762 $1.6M
JGP Wealth Management, LLC 0.21% Add +0.7% 2,762 $1.6M
Empire Financial Management Company, LLC 0.50% Reduce -5.2% 2,760 $1.6M
Impact Capital Partners LLC 0.57% — 2,756 $1.6M
Palo Alto Wealth Advisors, LLC 0.57% Add +13.2% 2,745 $1.6M
LexAurum Advisors, LLC 0.32% Add +11.8% 2,750 $1.6M
Triangle Securities Wealth Management 0.41% Add +1.5% 2,747 $1.6M
Goodman Financial Corp 0.34% Reduce -0.7% 2,746 $1.6M
Bravias Capital Group, LLC 1.30% — 2,669 $1.6M
Werba Rubin Papier Wealth Management 0.38% Add +10.6% 2,740 $1.6M
Lantz Financial LLC 0.43% Reduce -0.3% 2,739 $1.6M
Somerset Group LLC 1.47% Add +62.3% 2,736 $1.6M
Palouse Capital Management, Inc. 1.06% Add +11.8% 2,730 $1.6M
Forefront Analytics, LLC 0.74% Reduce -87.6% 2,728 $1.6M
Riverstone Advisors, LLC 0.91% Add +1.4% 2,727 $1.6M
Westbourne Investments, Inc. 0.94% — 2,723 $1.6M
17 Capital Partners, LLC 1.01% Add +125.8% 2,714 $1.6M
Cordgrass Capital Advisors, LLC 0.46% Add +3.5% 2,712 $1.6M
Stonebridge Capital Advisors LLC 0.13% Reduce -15.1% 2,706 $1.6M
Strategies Wealth Advisors, LLC 0.20% Reduce -12.8% 2,611 $1.6M
Cape Ann Savings Bank 0.93% No change 2,694 $1.6M
Parkside Advisors LLC 0.37% Reduce -1.4% 2,685 $1.6M
Fulton Bank, N.A. 0.06% Reduce -2.2% 2,691 $1.6M
Financial Council, LLC 0.81% Add +0.4% 2,682 $1.6M
Valtinson Bruner Financial Planning LLC 0.55% Reduce -2.3% 2,680 $1.6M
Vestmark Advisory Solutions, Inc. 0.05% Add +646.2% 2,679 $1.6M
JPL Wealth Management, LLC 0.45% — 2,670 $1.6M
Proathlete Wealth Management LLC 0.59% Add +0.3% 2,668 $1.6M
Hudson Value Partners, LLC 0.58% Add +1.4% 2,667 $1.6M
American Capital Management Inc. 0.06% No change 2,666 $1.6M
Quartz Partners, LLC 0.95% Add +13.4% 2,663 $1.6M
Darden Wealth Group Inc 1.06% Add +1.5% 2,661 $1.6M
Northwest & Ethical Investments L.P. 0.04% Reduce -85.2% 2,660 $1.6M
Colonial Trust Advisors 0.14% Reduce -0.1% 2,658 $1.6M
SS&H Financial Advisors, Inc. 0.57% Add +0.3% 2,656 $1.6M
Lee Danner & Bass Inc. 0.12% Add +0.4% 2,648 $1.6M
Gallacher Capital Management LLC 0.77% Add +57.6% 2,647 $1.6M
Heritage Financial Services, LLC 0.21% Add +1.9% 2,645 $1.6M
Ground Swell Capital, LLC 3.37% New 2,638 $1.5M
Independent Wealth Network Inc. 0.63% Reduce -0.7% 2,634 $1.5M
Cambridge Capital Management, LLC 0.99% No change 2,630 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.75% Reduce -0.8% 2,626 $1.5M
Sterling Financial Planning, Inc. 0.57% Reduce -3.3% 2,623 $1.5M
Founders Financial Securities LLC 0.14% Add +9.9% 2,622 $1.5M
Retirement Guys Formula LLC 0.77% Add +0.5% 2,616 $1.5M
Long Road Investment Counsel, LLC 0.63% No change 2,614 $1.5M
Crumly & Associates Inc. 0.42% Add +355.2% 2,613 $1.5M
O'ROURKE & COMPANY, Inc 0.75% Add +1.2% 2,611 $1.5M
JT Stratford LLC 0.25% Add +1.6% 2,611 $1.5M
Silverleafe Capital Partners, LLC 0.48% Add +9.9% 2,606 $1.5M
Able Wealth Management LLC 1.00% Add +4.8% 2,602 $1.5M
Skaana Management L.P. 1.96% New 2,600 $1.5M
Wexford Capital LP 0.39% No change 2,596 $1.5M
Shelton Capital Management 0.04% Add +15.1% 2,596 $1.5M
May Hill Capital, LLC 0.59% — 2,592 $1.5M
RiverGlades Family Offices LLC 1.08% Add +0.0% 2,590 $1.5M
Resources Management Corp. /CT/ 0.21% Reduce -2.1% 2,587 $1.5M
Sunpointe, LLC 0.76% Reduce -0.7% 2,576 $1.5M
Natural Investments, LLC 0.42% — 2,583 $1.5M
Monterey Private Wealth, Inc. 0.50% Reduce -1.6% 2,578 $1.5M
Narus Financial Partners, LLC 0.51% Add +1.5% 2,572 $1.5M
WoodTrust Financial Corp 0.21% Add +2.0% 2,567 $1.5M
Spectrum Asset Management, Inc. (NB/CA) 0.67% Add +0.0% 2,555 $1.5M
Excalibur Management Corp. 0.60% Add +14.6% 2,562 $1.5M
CORDA Investment Management, LLC. 0.12% Reduce -0.8% 2,562 $1.5M
Bruce G. Allen Investments, LLC 1.22% Add +8.7% 2,558 $1.5M
American Financial Advisors, LLC 0.21% Add +1.7% 2,555 $1.5M
Tranquility Partners, LLC 0.56% Add +7.2% 2,549 $1.5M
Dorsey Wright & Associates 0.36% New 2,546 $1.5M
Wealthcare Capital Partners, LLC 0.78% — 2,545 $1.5M
Ariadne Wealth Management, LP 0.68% Add +11.0% 2,465 $1.5M
Midwest Financial Group LLC 0.85% Add +9.4% 2,540 $1.5M
Aster Capital Management (DIFC) Ltd 0.57% New 2,534 $1.5M
SkyOak Wealth, LLC 0.32% Add +22.1% 2,534 $1.5M
Clearwater Capital Advisors, LLC 0.14% Reduce -7.9% 2,529 $1.5M
Yeomans Consulting Group, Inc. 0.56% Add +4.0% 2,529 $1.5M
Cambridge Financial Group, LLC 0.63% Reduce -2.2% 2,527 $1.5M
Davidson Kahn Capital Management, LLC 1.37% — 2,523 $1.5M
Atlanta Consulting Group Advisors, LLC 0.55% Reduce -15.8% 2,521 $1.5M
Gilman Hill Asset Management, LLC 0.26% Reduce -0.2% 2,520 $1.5M
Investment Advisory Group, LLC 0.49% Add +0.2% 2,518 $1.5M
Spinnaker Investment Group, LLC 0.36% Reduce -3.9% 2,513 $1.5M
Bank of Stockton 0.45% Add +61.0% 2,512 $1.5M
Crowley Wealth Management, Inc. 1.30% — 2,507 $1.5M
Blodgett Wealth Advisors, LLC 1.15% No change 2,504 $1.5M
Wealthstar Advisors, LLC 0.64% — 2,504 $1.5M
EPG Wealth Management LLC 0.39% Reduce -0.6% 2,500 $1.5M
Primoris Wealth Advisors, LLC 1.12% No change 2,500 $1.5M
Brooklyn FI, LLC 0.49% Add +262.3% 2,489 $1.5M
Clarity Capital Partners LLC 0.76% Reduce -1.9% 2,489 $1.5M
Saxony Capital Management, LLC 1.28% Reduce -0.4% 2,485 $1.5M
Caitlin John, LLC 0.99% Reduce -6.3% 2,479 $1.5M
Tanglewood Wealth Management, Inc. 0.17% No change 2,478 $1.5M
Fulcrum Equity Management 1.44% Reduce -64.6% 2,478 $1.5M
Martel Wealth Advisors LLC 0.28% Reduce -2.3% 2,471 $1.4M
True Link Financial Advisors, LLC 0.12% Add +16.9% 2,465 $1.4M
B.O.S.S. Retirement Advisors, LLC 0.40% New 2,461 $1.4M
Upper Left Wealth Management, LLC 1.23% Reduce -0.8% 2,459 $1.4M
Matthew Goff Investment Advisor, LLC 0.27% Reduce -1.4% 2,459 $1.4M
Orcam Financial Group 1.39% Add +12.9% 2,459 $1.4M
One Wealth Management Investment & Advisory Services, LLC 2.28% Add +27.2% 2,452 $1.4M
Friedenthal Financial 0.84% Reduce -0.3% 2,450 $1.4M
Bernard Wealth Management Corp. 0.67% — 2,447 $1.4M
Monetary Management Group Inc. 0.37% No change 2,440 $1.4M
Baring Financial LLC 1.27% — 2,439 $1.4M
Castle Wealth Management LLC 0.56% Reduce -3.8% 2,429 $1.4M
Bell Investment Advisors, Inc 0.27% Add +6.7% 2,428 $1.4M
Austin Wealth Management, LLC 0.29% Add +1.4% 2,381 $1.4M
Baker Boyer National Bank 0.49% Add +5.6% 2,427 $1.4M
Dana Investment Advisors, Inc. 0.05% Add +0.9% 2,412 $1.4M
Ping Capital Management, Inc. 0.58% New 2,400 $1.4M
EagleClaw Capital Managment, LLC 0.22% No change 2,398 $1.4M
Gallagher Fiduciary Advisors, LLC 0.27% Add +7.8% 2,395 $1.4M
Shade Tree Advisors LLC 1.41% — 2,391 $1.4M
Delta Financial Group, Inc. 0.33% Reduce -3.6% 2,390 $1.4M
CNB Bank 0.65% Reduce -21.2% 2,389 $1.4M
Professional Advisory Services Inc. 0.18% Reduce -6.8% 2,387 $1.4M
Texas Bank & Trust Co 0.58% — 2,385 $1.4M
Hudson Portfolio Management LLC 1.37% Add +9.9% 2,380 $1.4M
Figure 8 Investment Strategies LLC 1.37% — 2,375 $1.4M
Blue Barn Wealth, LLC 0.73% Add +2.5% 2,373 $1.4M
Lionsbridge Wealth Management LLC 1.16% Reduce -31.0% 2,367 $1.4M
Fingerlakes Wealth Management, Inc. 1.11% Reduce -0.4% 2,356 $1.4M
Weatherly Asset Management L. P. 0.12% Reduce -0.4% 2,349 $1.4M
Petredis Investment Advisors LLC 0.14% Add +129.8% 2,353 $1.4M
Parker Financial LLC 0.68% Reduce -13.4% 2,353 $1.4M
Dempze Nancy E 0.79% New 2,348 $1.4M
HF Advisory Group, LLC 0.63% Add +0.5% 2,345 $1.4M
Main Street Research LLC 0.09% Add +9.7% 2,331 $1.4M
BIP Alliance, LLC 0.58% — 2,334 $1.4M
Alpha Omega Wealth Management LLC 0.26% Add +0.3% 2,333 $1.4M
Windward Capital Management Co. 0.10% Add +0.1% 2,330 $1.4M
Moisand Fitzgerald Tamayo, LLC 0.19% No change 2,329 $1.4M
Paradigm Capital Management, LLC 1.29% Add +16.4% 2,316 $1.4M
Penbrook Management LLC 0.93% No change 2,315 $1.4M
Leisure Capital Management 0.53% Add +12.3% 2,306 $1.4M
Townsend Asset Management Corp. /NC/ 0.49% Reduce -2.1% 2,304 $1.4M
ESL Trust Services, LLC 0.30% No change 2,302 $1.3M
Davis Capital Management 1.09% No change 2,292 $1.3M
Intellectus Partners, LLC 0.30% Add +0.2% 2,278 $1.3M
Janney Capital Management LLC 0.09% No change 2,283 $1.3M
Prospect Financial Services LLC 0.73% Add +3.9% 2,280 $1.3M
Curio Wealth, LLC 0.72% — 2,279 $1.3M
Accredited Investor Services, LLC 1.07% — 2,276 $1.3M
Westwood Wealth Management 0.48% Add +1.1% 2,276 $1.3M
Santori & Peters, Inc. 0.51% Reduce -1.8% 2,272 $1.3M
Cypress Asset Management Inc. 0.33% Reduce -13.4% 1,960 $1.3M
Elwood & Goetz Wealth Advisory Group, LLC 0.32% Add +12.0% 2,271 $1.3M
Westfuller Advisors, LLC 0.84% Add +0.3% 2,259 $1.3M
Parthenon LLC 0.16% No change 2,266 $1.3M
Richardson Financial Services Inc. 0.93% Reduce -41.7% 2,260 $1.3M
W.H. Cornerstone Investments Inc. 0.89% Add +0.3% 2,262 $1.3M
Formidable Asset Management, LLC 0.22% Reduce -27.4% 2,454 $1.3M
Kuhn & Co Investment Counsel 1.12% Add +0.4% 2,254 $1.3M
Define Financial, LLC 1.00% — 2,252 $1.3M
Pathway Financial Advisers, LLC 0.44% Add +8.8% 2,250 $1.3M
Missouri Trust & Investment Co 0.46% Reduce -1.1% 2,248 $1.3M
Consilio Wealth Advisors, LLC 0.54% Reduce -0.1% 2,248 $1.3M
Atwood & Palmer Inc. 0.09% Reduce -0.3% 2,246 $1.3M
Von Berge Wealth Management Group, LLC 0.80% No change 2,175 $1.3M
A&I Financial Services, LLC 1.28% — 2,241 $1.3M
N.E.W. Advisory Services LLC 0.12% Add +0.6% 2,241 $1.3M
Darrow Company, Inc. 0.76% Reduce -0.8% 2,241 $1.3M
Capital Planning Advisors, LLC 0.20% Reduce -18.3% 2,227 $1.3M
Armor Investment Advisors, LLC 0.54% Add +0.0% 2,225 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.30% Add +17.8% 2,620 $1.3M
Fourpath Capital Management, LLC 0.24% Reduce -2.8% 2,221 $1.3M
Pekin Hardy Strauss, Inc. 0.17% Reduce -1.6% 2,220 $1.3M
Fort Sheridan Advisors LLC 0.19% Add +31.3% 2,218 $1.3M
Criterion Capital Advisors, LLC 0.82% No change 2,388 $1.3M
Trust Co of Tennessee 0.43% Add +2.6% 2,215 $1.3M
Trevian Wealth Management LLC 0.96% Add +0.1% 2,215 $1.3M
Kavar Capital Partners Group, LLC 0.22% No change 2,213 $1.3M
Wade Financial Advisory, Inc 0.44% Add +53.4% 2,211 $1.3M
Fiduciary Group, LLC 0.13% Add +0.1% 2,208 $1.3M
Toth Financial Advisory Corp. 0.15% Reduce -1.8% 2,204 $1.3M
Retirement Investment Advisors, Inc. 0.14% Reduce -15.4% 2,203 $1.3M
Estate Counselors, LLC 0.14% Reduce -1.1% 2,200 $1.3M
Sebold Capital Management, Inc. 0.86% Reduce -0.2% 2,196 $1.3M
MBA Advisors LLC 0.65% Reduce -0.1% 2,191 $1.3M
Bordeaux Wealth Advisors LLC 0.21% Reduce -0.1% 2,188 $1.3M
Bright Futures Wealth Management, LLC. 1.15% Reduce -6.0% 2,124 $1.3M
Granite Bay Wealth Management, LLC 0.47% Add +29.7% 2,180 $1.3M
Southeast Asset Advisors, LLC 0.16% Reduce -15.6% 2,161 $1.3M
VAUGHAN & Co SECURITIES, INC. 0.76% Reduce -0.1% 2,159 $1.3M
Buffington Mohr McNeal 0.21% Add +4.7% 2,158 $1.3M
WealthBridge Investment Counsel Inc. 0.46% Add +1.6% 2,157 $1.3M
Sava Infond d.o.o. 0.22% — 2,150 $1.3M
Archer Investment Corp 0.34% Add +4.9% 2,148 $1.3M
L. Roy Papp & Associates, LLP 0.15% Add +2.4% 2,144 $1.3M
Rockline Wealth Management, LLC 0.34% No change 2,141 $1.3M
DORCHESTER WEALTH MANAGEMENT Co 0.25% Reduce -4.9% 2,141 $1.3M
Radnor Capital Management, LLC 0.21% Add +12.6% 2,134 $1.3M
Capital Investment Counsel, Inc 0.19% No change 2,127 $1.2M
Massachusetts Wealth Management 0.77% No change 2,125 $1.2M
Park Place Capital Corp 0.35% Add +15.8% 2,124 $1.2M
Fortune Financial Advisors, LLC 1.13% Reduce -0.5% 2,124 $1.2M
Awm Capital, LLC 0.15% Reduce -4.9% 2,117 $1.2M
Souders Financial Advisors 0.17% Add +26.1% 2,123 $1.2M
Alpha Financial Partners LLC 0.98% Add +106.3% 2,123 $1.2M
LifeGoal Investments, LLC 1.35% — 2,121 $1.2M
McGuire Investment Group, LLC 0.18% No change 2,121 $1.2M
Mountain Pacific Investment Advisers LLC 0.09% Reduce -0.5% 2,121 $1.2M
Laurel Wealth Planning LLC 0.80% Add +29.1% 2,113 $1.2M
Acorn Wealth Advisors, LLC 0.51% Reduce -9.5% 2,110 $1.2M
Kooman & Associates 0.45% New 2,109 $1.2M
Heartwood Wealth Advisors LLC 0.14% Add +1.8% 2,106 $1.2M
Sound Income Strategies, LLC 0.08% Reduce -53.2% 2,103 $1.2M
Horan Securities, Inc. 0.47% Add +0.3% 2,103 $1.2M
Medallion Wealth Advisors, LLC 0.61% — 2,111 $1.2M
Steel Grove Capital Advisors, LLC 0.17% Reduce -0.2% 2,096 $1.2M
Independent Investors Inc. 0.24% No change 2,089 $1.2M
Courage Miller Partners, LLC 0.42% Reduce -1.9% 2,078 $1.2M
Roof Eidam Maycock Peralta, LLC 0.31% Add +21.0% 2,071 $1.2M
Park Edge Advisors, LLC 0.35% Reduce -2.8% 2,070 $1.2M
Hiley Hunt Wealth Management 0.67% Reduce -4.6% 2,070 $1.2M
Richard W. Paul & Associates, LLC 0.44% Reduce -13.0% 2,070 $1.2M
Viewpoint Capital Management LLC 0.64% Add +0.4% 2,069 $1.2M
Family Office Research LLC 0.53% — 2,061 $1.2M
Ballast Advisors LLC 0.37% Reduce -4.7% 2,060 $1.2M
Payne Capital Management, LLC 0.52% — 2,058 $1.2M
Strid Group, LLC 0.19% Add +11.8% 2,058 $1.2M
Ti-Trust, Inc. 0.81% Add +3.8% 2,057 $1.2M
Clarus Group, Inc. 0.43% Add +13.0% 2,056 $1.2M
Marino, Stram & Associates LLC 0.27% Add +1.3% 2,055 $1.2M
Yarger Wealth Strategies, LLC 0.69% Add +0.2% 2,054 $1.2M
One Charles Private Wealth Services, LLC 0.40% Add +2.5% 2,051 $1.2M
Prossimo Advisors, LLC 0.87% No change 2,050 $1.2M
Mark Sheptoff Financial Planning, LLC 0.64% No change 2,045 $1.2M
Global Assets Advisory, LLC 0.66% Add +8.2% 2,049 $1.2M
Floyd Financial Group LLC 0.98% — 2,062 $1.2M
Gables Capital Management Inc. 0.58% Add +18.7% 2,039 $1.2M
Riverbend Wealth Management, LLC 1.06% — 2,033 $1.2M
Logan Stone Capital, LLC 0.40% New 2,035 $1.2M
Prelude Capital Management, LLC 0.10% Reduce -60.8% 2,029 $1.2M
VestGen Investment Management 0.32% Add +38.4% 2,028 $1.2M
tru Independence LLC 0.37% Add +3.9% 2,028 $1.2M
Asset Planning Corporation 0.74% Add +0.7% 2,025 $1.2M
Lincoln Capital Corp. 0.49% No change 2,024 $1.2M
Chapman Investment Management, LLC 0.88% No change 2,021 $1.2M
Front Street Capital Management, Inc. 0.21% Reduce -27.7% 2,018 $1.2M
Kingstone Capital Partners Texas, LLC 0.96% — 2,016 $1.2M
Your Advocates Ltd., LLP 0.47% Add +5.5% 2,012 $1.2M
Vicus Capital 0.10% Add +20.3% 7,074 $1.2M
Bear Mountain Capital, Inc. 0.46% Reduce -2.5% 1,926 $1.2M
Lam Group, Inc. 0.84% No change 2,000 $1.2M
Virginia Wealth Management Group, Inc. 0.73% No change 2,000 $1.2M
Cura Wealth Advisors, LLC 0.52% — 2,000 $1.2M
Doheny Asset Management 0.87% No change 2,000 $1.2M
Blackhawk Capital Partners, LLC 0.61% Reduce -2.5% 1,998 $1.2M
Sterling Manor Financial, LLC 0.82% No change 1,994 $1.2M
Haven Private, LLC 0.65% — 1,994 $1.2M
Cora Capital Advisors LLC 0.56% Reduce -0.1% 1,993 $1.2M
Measured Risk Portfolios, Inc. 1.30% — 1,989 $1.2M
Convergence Financial, LLC 0.23% Reduce -34.0% 1,988 $1.2M
Cutler Investment Counsel LLC 0.14% Reduce -5.8% 1,981 $1.2M
Parr McKnight Wealth Management Group, LLC 0.17% — 1,986 $1.2M
Theory Financial LLC 0.49% Add +11.0% 1,985 $1.2M
Fielder Capital Group LLC 0.36% Add +3.4% 1,982 $1.2M
Kapstone Financial Advisors LLC 0.62% Add +6.8% 1,926 $1.2M
Capital CS Group, LLC 1.55% Reduce -8.5% 1,975 $1.2M
Patrick M Sweeney & Associates, Inc. 0.87% Reduce -2.5% 1,975 $1.2M
ERn Financial, LLC 0.17% Reduce -30.1% 1,974 $1.2M
United Community Bank 0.45% Reduce -4.4% 1,972 $1.2M
Tran Capital Management, L.P. 0.13% Add +6.9% 1,972 $1.2M
Wealthspan Partners, LLC 0.55% Add +14.9% 1,969 $1.2M
Brooks, Moore & Associates, Inc. 0.68% Reduce -9.2% 1,965 $1.2M
Crescent Park Management, L.P. 0.47% New 1,965 $1.2M
Core Wealth Partners LLC 0.66% Add +8.2% 1,964 $1.2M
Navalign, LLC 0.34% Reduce -5.7% 1,959 $1.1M
Precedent Wealth Partners, LLC 0.37% Add +1.6% 1,957 $1.1M
Oak Harvest Investment Services 0.16% Reduce -7.7% 1,954 $1.1M
Alerus Financial NA 0.09% Add +1.7% 1,951 $1.1M
Centric Wealth Management 0.31% Add +0.9% 1,948 $1.1M
Narwhal Capital Management 0.10% Add +64.8% 1,946 $1.1M
Am Investment Strategies LLC 0.28% No change 1,945 $1.1M
Carl P. Sherr & Co., LLC 0.60% No change 1,943 $1.1M
Postrock Partners LLC 0.55% — 1,941 $1.1M
Burton Enright Welch 0.24% Add +1.1% 1,931 $1.1M
Landaas & Co. /Wi 0.31% Add +85.9% 1,930 $1.1M
Full Sail Capital, LLC 0.07% Reduce -1.5% 1,923 $1.1M
North Berkeley Wealth Management, LLC 1.14% — 1,921 $1.1M
Forbes J M & Co. LLP 0.11% Add +127.9% 1,919 $1.1M
Financial Advisory Corp 0.20% — 1,910 $1.1M
BancFirst Trust & Investment Management 0.51% Reduce -5.0% 1,901 $1.1M
Roberts Capital Advisors, LLC 0.94% Reduce -18.1% 1,907 $1.1M
Trademark Financial Management, LLC 0.89% Add +62.5% 1,905 $1.1M
Red Tortoise LLC 0.59% Reduce -0.1% 1,905 $1.1M
Pine Haven Investment Counsel, Inc 0.92% No change 1,902 $1.1M
Scratch Capital LLC 1.36% — 1,900 $1.1M
Orleans Capital Management Corp. 0.62% No change 1,839 $1.1M
Fca Corp. 0.35% No change 1,896 $1.1M
Grey Fox Wealth Advisors, LLC 0.30% Reduce -3.0% 1,886 $1.1M
Kirtland Hills Capital Management, LLC 0.71% Reduce -2.1% 1,890 $1.1M
Crown Wealth Group, LLC 0.45% Add +94.4% 1,882 $1.1M
Fidelity D & D Bancorp Inc. 0.73% No change 1,882 $1.1M
DecisionMap Wealth Management, LLC 0.87% — 1,881 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -0.6% 1,880 $1.1M
Smith Thornton Advisors LLC 0.69% No change 1,875 $1.1M
Godshalk Welsh Capital Management, Inc. 0.71% No change 1,875 $1.1M
Wealth Quarterback LLC 0.52% Add +8.1% 1,874 $1.1M
Dominguez Wealth Management Solutions, Inc. 0.80% Reduce -0.3% 1,874 $1.1M
Marion Wealth Management 0.29% Add +0.2% 1,870 $1.1M
Telos Capital Management, Inc. 0.12% Add +9.0% 1,869 $1.1M
Johnson & White Wealth Management, LLC 0.66% Add +13.0% 1,873 $1.1M
Root Financial Partners, LLC 0.14% Add +64.9% 1,868 $1.1M
Everhart Financial Group, Inc. 0.23% Add +42.5% 1,865 $1.1M
Hollow Brook Wealth Management LLC 0.34% Reduce -7.4% 1,865 $1.1M
Rosenblum Silverman Sutton S F Inc. 0.27% Reduce -0.5% 1,865 $1.1M
KPP Advisory Services LLC 0.26% Add +0.5% 1,863 $1.1M
TCFG Wealth Management, LLC 0.55% Reduce -8.9% 1,861 $1.1M
Sugarloaf Wealth Management, LLC 0.21% Reduce -1.7% 1,860 $1.1M
Hexagon Capital Partners LLC 0.20% No change 1,852 $1.1M
Vernal Point Advisors, LLC 0.75% Reduce -0.9% 1,844 $1.1M
Myecfo, LLC 0.59% Add +0.3% 1,850 $1.1M
Wescott Financial Advisory Group, LLC 0.11% Reduce -0.8% 1,850 $1.1M
PrairieView Partners, LLC 0.11% Reduce -16.3% 1,849 $1.1M
Bellevue Asset Management, LLC 0.56% Add +1.1% 1,845 $1.1M
Finley Financial, LLC 0.56% — 1,820 $1.1M
Poplar Forest Capital LLC 0.20% Reduce -1.0% 1,836 $1.1M
Valicenti Advisory Services Inc. 0.27% Reduce -5.9% 1,834 $1.1M
Warren Street Wealth Advisors, LLC 0.44% Reduce -1.0% 1,833 $1.1M
Centerpoint Advisors, LLC 0.38% Reduce -8.7% 1,833 $1.1M
Financial Partners Group, LLC 0.45% Add +0.3% 1,831 $1.1M
Vermillion Wealth Management, Inc. 0.55% — 1,825 $1.1M
Marathon Capital Management 0.27% Add +54.7% 1,824 $1.1M
Silver Oak Advisory Group, Inc. 0.56% Reduce -6.3% 1,823 $1.1M
Chokshi & Queen Wealth Advisors, Inc 0.66% — 1,820 $1.1M
Elm Partners Management LLC 0.07% Reduce -0.9% 1,816 $1.1M
Angeles Investment Advisors, LLC 0.05% No change 1,810 $1.1M
Palogic Value Management, L.P. 0.43% No change 1,811 $1.1M
Wintrust Investments LLC 0.93% Reduce -32.9% 1,808 $1.1M
Mascagni Wealth Management, Inc. 1.05% — 1,891 $1.1M
Intellus Advisors LLC 0.18% — 1,805 $1.1M
Capstone Wealth Management Group LLC 0.80% — 1,803 $1.1M
Talon Private Wealth, LLC 0.22% Add +44.2% 1,801 $1.1M
Sherman Asset Management, Inc. 0.97% — 1,800 $1.1M
WJ Wealth Management, LLC 0.36% Reduce -8.3% 1,798 $1.1M
Vista Investment Management 0.40% Reduce -1.3% 1,794 $1.1M
CacheTech Inc. 0.20% New 1,792 $1.1M
Buckhead Capital Management LLC 0.34% Reduce -2.8% 1,791 $1.0M
Graney & King, LLC 0.79% — 1,790 $1.0M
IMS Capital Management 0.49% No change 1,789 $1.0M
Capital Counsel LLC 0.04% Add +21.3% 1,788 $1.0M
Regatta Capital Group, LLC 0.20% Reduce -4.7% 1,784 $1.0M
Integrated Investment Consultants, LLC 0.22% Add +32216.5% 451,784 $1.0M
San Luis Wealth Advisors LLC 0.20% Add +1.8% 1,778 $1.0M
Syntegra Private Wealth Group, LLC 0.12% Reduce -2.2% 1,774 $1.0M
Stratos Investment Management, LLC 0.06% Add +10.1% 1,771 $1.0M
Heritage Investors Management Corp. 0.03% Add +0.3% 1,760 $1.0M
Eagle Bay Advisors LLC 0.65% Add +98.1% 1,753 $1.0M
Mezzasalma Advisors, LLC 0.33% Add +75.4% 1,756 $1.0M
Sendero Wealth Management, LLC 0.15% No change 1,753 $1.0M
Wealth Watch Advisors, INC 0.64% — 1,750 $1.0M
Lafayette Investments, Inc. 0.22% Add +31.9% 1,749 $1.0M
HTG Investment Advisors, Inc. 0.47% No change 1,748 $1.0M
Investor's Fiduciary Advisor Network, LLC 0.39% — 1,742 $1.0M
Investment Partners Asset Management, Inc. 0.80% Add +6.8% 1,736 $1.0M
Bedell Frazier Investment Counselling, LLC 0.25% Add +7.3% 1,736 $1.0M
Beirne Wealth Consulting Services, LLC 0.37% No change 1,729 $1.0M
Ipsen Advisor Group LLC 0.87% — 1,733 $1.0M
MAS Advisors LLC 1.70% No change 1,730 $1.0M
Smartleaf Asset Management LLC 0.10% Add +5.3% 1,720 $1.0M
GKV Capital Management Co., Inc. 0.41% — 1,726 $1.0M
Passive Capital Management, LLC. 0.36% No change 1,723 $1.0M
Letko, Brosseau & Associates Inc. 0.02% No change 1,720 $1.0M
Fortis Capital Management LLC 0.19% Add +3.3% 1,715 $1.0M
Ewing Morris & Co. Investment Partners Ltd. 0.35% New 1,714 $1.0M
DKM Wealth Management, Inc. 0.95% — 1,711 $1.0M
Prospect Financial Group LLC 1.23% — 1,706 $1000K
Trivant Custom Portfolio Group, LLC 0.58% Reduce -0.5% 1,705 $999K
Powers Advisory Group, LLC 0.50% Reduce -0.2% 1,703 $998K
Live Oak Private Wealth LLC 0.17% Add +1.4% 1,698 $995K
Balentine LLC 0.04% Reduce -4.7% 1,697 $995K
Prosperitas Financial LLC 0.50% Reduce -7.0% 1,697 $995K
RFP Financial Group LLC 0.39% Reduce -2.8% 1,693 $992K
Visionary Horizons, LLC 0.65% Reduce -6.4% 1,689 $990K
Callahan Advisors, LLC 0.09% Add +3.6% 1,688 $989K
Financial Enhancement Group LLC 0.15% Add +149.8% 1,701 $989K
Jessup Wealth Management, Inc 0.42% Reduce -0.7% 1,686 $988K
Intergy Private Wealth, LLC 0.37% Reduce -0.6% 1,684 $987K
Diversified Investment Strategies, LLC 0.64% No change 1,684 $987K
Millstone Evans Group, LLC 0.67% — 1,682 $986K
Providence Capital Advisors, LLC 0.20% No change 1,680 $985K
Amara Financial, Llc. 0.91% Add +0.3% 1,676 $982K
West Michigan Advisors, LLC 0.30% Reduce -23.8% 1,677 $982K
Arq Wealth Advisors, LLC 0.37% Add +1.0% 1,675 $982K
Arvest Investments, Inc. 0.16% Reduce -5.5% 1,675 $982K
J. L. Bainbridge & Co., Inc. 0.09% Add +11.9% 1,674 $981K
Oak Wealth Advisors LLC 0.75% — 1,672 $980K
Dravo Bay LLC 0.48% Add +1.9% 1,672 $980K
McDonough Capital Management, Inc 0.60% Add +0.9% 1,666 $976K
Vestia Personal Wealth Advisors 0.80% Add +3.9% 1,664 $975K
Infinity Wealth Counsel, LLC 1.04% — 1,663 $975K
Stonehaven Wealth & Tax Solutions, LLC 1.06% — 1,661 $973K
Key Financial Inc 0.22% Add +9.3% 1,661 $973K
Whalen Wealth Management Inc. 0.67% Add +30.5% 1,659 $973K
ONE Advisory Partners, LLC 0.43% No change 1,659 $972K
Carlson Capital Management 0.04% Add +27.8% 1,656 $971K
Three Magnolias Financial Advisors, LLC 1.02% — 1,656 $971K
Seaside Wealth Management, Inc. 0.35% Add +7.4% 1,653 $969K
Fortress Wealth Management, Inc. 0.47% Add +0.2% 1,651 $968K
FSB Premier Wealth Management, Inc. 0.39% Add +22.1% 1,649 $967K
Inkwell Capital LLC 1.03% — 1,645 $964K
Unison Asset Management LLC 0.47% No change 1,645 $964K
Goldstream Capital Management Ltd 0.41% Add +92.3% 1,635 $962K
Stevens Capital Partners 0.44% Reduce -5.3% 1,640 $961K
TFB Advisors LLC 0.27% Add +4.2% 1,639 $960K
Horizon Investments, LLC 0.03% Add +16.4% 1,637 $959K
Cetera Trust Company, N.A 0.62% No change 1,636 $959K
Signet Investment Advisory Group, Inc. 0.49% No change 1,632 $956K
Kidder Stephen W 0.29% Add +5.2% 1,630 $955K
Dock Street Asset Management Inc. 0.11% Add +1.7% 1,629 $955K
Strategic Financial Services, Inc. 0.06% Reduce -2.0% 1,628 $954K
626 Financial, LLC 0.51% Add +0.1% 1,627 $953K
Legacy Financial Group, Inc. 0.31% Reduce -7.0% 1,623 $951K
Arcadia Wealth Management, Inc. 0.81% — 1,622 $951K
Quotient Wealth Partners, LLC 0.03% Reduce -1.6% 1,618 $948K
Stack Financial Management, Inc 0.09% Add +4.2% 1,615 $947K
VSM Wealth Advisory, LLC 0.34% — 1,612 $945K
Dentgroup LLC 0.72% Add +23.5% 1,612 $945K
Fairman Group, LLC 0.78% Reduce -1.7% 1,604 $943K
Indie Asset Partners, LLC 0.74% Reduce -2.7% 1,610 $943K
Brueske Advisory Services, LLC 0.84% — 1,609 $943K
LS Investment Advisors, LLC 0.14% Add +1.8% 1,608 $942K
Pension & Wealth Management Advisors, Inc. 0.38% Add +0.1% 1,606 $942K
Wealth Management Nebraska 0.15% — 1,607 $942K
2UniFi Bank 0.63% — 1,606 $941K
Noble Wealth Management PBC 0.65% — 1,605 $941K
Compass Financial Services Inc 0.53% — 1,603 $939K
MRA Advisory Group 0.50% Add +1.0% 1,598 $937K
Alamar Capital Management, LLC 0.51% No change 1,587 $933K
Cornerstone Planning Group LLC 0.23% Reduce -2.6% 1,553 $931K
James Hambro & Partners LLP 0.04% New 1,588 $931K
Sargent Investment Group, LLC 0.15% Add +161.1% 1,598 $929K
Poinciana Advisors Group, LLC 0.94% — 1,583 $928K
Concord Wealth Partners 0.15% Add +90.5% 1,581 $926K
City National Bank of Florida 0.84% — 1,577 $924K
Martin Capital Advisors, LLP 0.60% Reduce -7.6% 1,577 $924K
BKM Wealth Management, LLC 0.38% Reduce -9.5% 1,573 $922K
Ethic Inc. 0.02% Add +6.7% 1,572 $921K
Galvin, Gaustad & Stein, LLC 0.08% Add +0.6% 1,571 $921K
Bernardo Wealth Planning LLC 0.22% Reduce -0.1% 1,583 $919K
AJ Advisors, LLC 0.48% Add +0.3% 1,567 $918K
Rossby Financial, LCC 0.58% — 1,561 $915K
AAF Wealth Management, LLC 0.46% Add +44.1% 1,561 $915K
Eagle Bluffs Wealth Management LLC 0.49% No change 1,554 $914K
Wilson & Boucher Capital Management, LLC 0.65% Reduce -14.4% 1,558 $913K
Opes Wealth Management LLC 0.19% Add +5.7% 1,557 $913K
Birchcreek Wealth Management, LLC 0.57% No change 1,556 $912K
Valley Forge Investment Consultants Inc. Adv 0.31% Add +182.8% 1,547 $907K
Ted Buchan & Co 0.43% Add +4.8% 1,546 $907K
Laffer Tengler Investments, Inc. 0.22% Reduce -13.3% 1,546 $906K
PFG Private Wealth Management, LLC 0.52% No change 1,545 $905K
Capital Advantage, Inc. 0.16% New 1,541 $903K
Argentarii, LLC 0.45% — 1,538 $901K
Solidarity Wealth, LLC 0.23% Add +18.6% 1,533 $901K
Hilton Capital Management, LLC 0.08% No change 1,536 $900K
GHP Investment Advisors, Inc. 0.04% Add +1.5% 1,534 $899K
Victory Financial Group, LLC 0.24% — 1,528 $896K
Ruedi Wealth Management, Inc. 0.28% Reduce -4.0% 1,526 $895K
Fortitude Financial, LLC 0.50% — 1,526 $894K
Gradient Investments LLC 0.02% Add +51.4% 1,522 $892K
49 Wealth Management, LLC 0.13% Reduce -42.0% 1,522 $892K
Liberty Wealth Management LLC 0.15% Reduce -0.5% 1,522 $892K
Jmac Enterprises LLC 0.14% Reduce -0.1% 1,518 $890K
Northwest Quadrant Wealth Management, LLC 0.20% Add +22.1% 1,516 $889K
Marquette Asset Management, LLC 0.14% Reduce -78.2% 1,516 $888K
Northeast Planning Associates, Inc. / NH / 0.92% — 1,516 $888K
Barlow Wealth Partners, LLC 0.11% Add +1.7% 1,495 $886K
New Covenant Trust Company, N.A. 0.88% No change 1,505 $885K
Landing Point Financial Group, LLC 0.67% — 1,466 $884K
PAX Financial Group, LLC 0.16% Add +0.2% 1,507 $883K
Opinicus Capital, Inc. 0.74% Reduce -2.2% 1,504 $882K
Prepared Retirement Institute LLC 0.50% Add +0.1% 1,503 $881K
Cim, LLC 0.13% No change 1,502 $881K
Commonwealth Retirement Investments LLC 0.36% Reduce -6.1% 1,502 $880K
Balefire, LLC 0.30% Reduce -7.0% 1,505 $880K
Osprey Private Wealth LLC 0.61% No change 1,500 $879K
Camden National Bank 0.13% Reduce -1.3% 1,500 $879K
Encompass Wealth Advisors, LLC 0.35% Add +2.5% 1,493 $875K
Family Capital Trust Co 0.30% Reduce -1.7% 1,492 $874K
Abundance Wealth Counselors 0.19% New 1,491 $874K
Rockwood Wealth Management, LLC 0.09% Reduce -22.6% 1,483 $872K
Aft, Forsyth & Company, Inc. 0.43% Reduce -7.2% 1,489 $872K
CVA Family Office, LLC 0.14% Reduce -3.3% 1,488 $872K
Alternative Investment Advisors, LLC. 0.45% Reduce -19.8% 1,487 $871K
Nichols & Pratt Advisers LLP 0.06% No change 1,486 $871K
Paragon Private Wealth Management, LLC 0.40% Reduce -2.8% 1,485 $870K
Sulzberger Capital Advisors, Inc. 0.99% — 1,478 $866K
Fenimore Asset Management Inc 0.02% Reduce -0.1% 1,477 $866K
Cladis Investment Advisory, LLC 0.61% No change 1,474 $864K
AllSquare Wealth Management LLC 0.50% No change 1,474 $864K
RAM Investment Partners, LLC 0.21% Add +0.3% 1,472 $862K
Horizon Kinetics Asset Management LLC 0.01% Reduce -10.7% 1,470 $862K
Midwest Capital Advisors, LLC 0.63% — 1,470 $862K
Burk Holdings LLC 0.70% — 1,469 $861K
Zuckerman Investment Group, LLC 0.08% Reduce -16.1% 1,437 $859K
Elm3 Financial Group, LLC 0.73% — 1,462 $857K
Schaeffer Financial LLC 0.85% Add +37.1% 1,462 $857K
Point Windward Advisors Inc. 0.32% Reduce -0.9% 1,462 $857K
Tiemann Investment Advisors, LLC 0.38% No change 1,454 $852K
Wiser Wealth Management, Inc 0.24% Reduce -0.8% 1,448 $849K
Mma Asset Management LLC 0.37% Reduce -17.1% 1,447 $848K
HighMark Wealth Management LLC 0.48% Add +25.1% 1,437 $842K
Addison Advisors LLC 0.23% Add +1.0% 1,437 $842K
WealthCollab, LLC 0.54% Add +0.1% 1,435 $841K
SPC Financial, Inc. 0.07% Reduce -0.2% 1,432 $839K
Glass Jacobson Investment Advisors llc 0.27% Add +33.3% 1,428 $837K
Great Waters Wealth Management 0.11% Add +60.3% 1,427 $836K
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% Add +4.7% 1,426 $836K
jvl associates llc 0.32% Add +14.8% 1,424 $835K
Generali Asset Management SPA SGR 0.02% — 1,423 $834K
Monument Capital Management 0.23% Reduce -10.3% 1,422 $833K
LifeGuide Financial Advisors, LLC 0.36% Reduce -7.4% 1,419 $832K
Avalon Capital Management 0.27% Reduce -0.1% 1,414 $829K
Buttonwood Financial Advisors Inc. 0.36% No change 1,413 $828K
New Age Alpha Advisors, LLC 0.03% New 1,412 $828K
Innealta Capital, LLC 0.40% Add +6.8% 1,410 $826K
Beacon Financial Group 0.09% Add +2.9% 1,410 $826K
Carr Financial Group Corp 0.26% Add +36.7% 1,407 $825K
Finer Wealth Management, Inc. 0.47% Reduce -0.5% 1,404 $823K
Pennsylvania Capital Management Inc. 0.28% No change 1,403 $822K
Parkshore Wealth Management, Inc. 0.49% — 1,401 $821K
HWG Holdings LP 0.27% Reduce -14.1% 1,401 $821K
Seneca House Advisors 0.33% No change 1,400 $821K
Vantage Financial Partners, LLC 0.20% Add +7.5% 1,398 $819K
Maxele Advisors, LLC 0.78% — 1,394 $817K
WealthTrust Axiom LLC 0.24% Add +0.1% 1,393 $816K
Morling Financial Advisors, LLC 0.28% Add +63.4% 1,392 $816K
First Financial Corp. 0.38% No change 1,391 $815K
Sfm, LLC 0.57% No change 1,389 $814K
Wealth Effects LLC 0.29% Reduce -8.0% 1,389 $814K
High Note Wealth, LLC 0.21% Reduce -24.1% 1,385 $812K
Ascentis Independent Advisors 0.15% Add +13.1% 1,382 $810K
Strategic Investment Advisors / MI 0.09% Add +7.6% 1,381 $810K
Mattern Wealth Management LLC 0.18% Reduce -0.1% 1,380 $809K
Thomasville National Bank 0.06% Add +4.7% 1,372 $804K
Beacon Wealthcare LLC 0.33% No change 1,372 $804K
SMART Wealth LLC 0.29% Add +35.9% 1,370 $803K
Comprehensive Financial Consultants Institutional, Inc. 0.29% Reduce -19.8% 1,369 $802K
GoalVest Advisory LLC 0.22% Reduce -7.9% 1,368 $802K
Nicollet Investment Management, Inc. 0.27% No change 1,366 $800K
Quest 10 Wealth Builders, Inc. 0.79% — 1,359 $797K
Macquarie Group Ltd. 0.00% Add +707.6% 1,358,573 $796K
Barnes Pettey Financial Advisors, LLC 0.61% Reduce -1.7% 1,358 $796K
Pacific Wealth Strategies Group, Inc. 0.56% Add +1.0% 1,358 $796K
Aufman Associates Inc 0.54% Reduce -2.8% 1,355 $794K
Kraft Asset Management, LLC 0.61% No change 1,339 $794K
RiverFront Investment Group, LLC 0.02% Add +1.6% 1,353 $793K
Sompo Asset Management Co., Ltd. 0.13% Reduce -11.8% 1,350 $791K
MeadowBrook Investment Advisors LLC 0.71% Reduce -1.5% 1,348 $790K
Symmetry Partners, LLC 0.11% New 1,342 $787K
Financial Alternatives, Inc 0.55% No change 1,341 $786K
Greenbush Financial Group, LLC 0.41% — 1,340 $785K
Milestone Asset Management Group, LLC 0.70% — 1,340 $785K
RW Investment Management LLC 0.10% Reduce -4.5% 1,339 $785K
Heritage Wealth Management, Inc. 0.67% Add +17.7% 1,336 $783K
Keb Asset Management, LLC 0.22% Add +10.2% 1,331 $780K
L.K. Benson & Company, P.C. 0.55% — 1,324 $776K
Center For Asset Management LLC 0.50% Add +5.7% 1,320 $774K
Planning Center, Inc. 0.10% Reduce -13.2% 1,320 $774K
Rogco, LP 0.32% Add +88.8% 1,320 $774K
Cooper Capital Advisors LLC 0.80% — 1,319 $773K
Tru Independence Asset Management 2, LLC 0.64% No change 1,310 $770K
Seamount Financial Group Inc. 0.53% Add +38.5% 1,313 $770K
Rothschild Capital Partners, LLC 0.19% Add +0.3% 1,312 $769K
Ipswich Investment Management Co., Inc. 0.18% Reduce -1.5% 1,311 $768K
Physician Wealth Advisors, Inc. 0.13% Add +19.9% 1,308 $767K
Windsor Advisory Group, LLC 0.89% Reduce -9.2% 1,308 $767K
Cardinal Point Capital Management ULC 0.12% Add +0.3% 1,303 $766K
Left Brain Wealth Management, LLC 0.29% Reduce -8.7% 1,306 $765K
Manuka Financial, LLC 0.51% — 1,301 $763K
Wells Trecaso Financial Group, LLC 0.25% Reduce -1.9% 1,297 $760K
D'Orazio & Associates, Inc. 0.11% Add +0.1% 1,297 $760K
Cascade Investment Group, Inc. 0.54% Reduce -2.0% 1,295 $759K
FSA Wealth Management LLC 0.31% Add +0.1% 1,294 $759K
Drive Wealth Management, LLC 0.19% Reduce -2.1% 1,291 $758K
Community Bank & Trust, Waco, Texas 0.17% Add +2.7% 1,294 $758K
Great Oak Capital Partners, LLC 0.25% Add +0.1% 1,301 $756K
Rise Advisors, LLC 0.36% Add +13.9% 1,290 $756K
4J Wealth Management LLC 0.61% No change 1,287 $754K
C M Bidwell & Associates Ltd. 0.46% No change 1,285 $753K
SJS Investment Consulting Inc. 0.13% No change 1,285 $753K
Pennington Partners & Co., LLC 0.37% — 1,279 $752K
Investment Partners, LTD. 0.31% Add +0.1% 1,282 $751K
Silver Lake Advisory, LLC 0.33% Add +6.0% 1,281 $751K
Scholtz & Company, LLC 0.36% Reduce -5.3% 1,281 $751K
Elser Financial Planning, Inc 0.04% New 1,281 $751K
Aberdeen Wealth Management LLC 0.51% Reduce -4.7% 1,280 $750K
Washington Trust Bank 0.07% Add +11.1% 1,279 $750K
TFG Advisers LLC 0.27% Reduce -3.5% 1,278 $749K
M. Kulyk & Associates, LLC 0.16% Add +36.1% 1,275 $747K
Monarch Capital Management Inc. 0.20% No change 1,267 $745K
Stanich Group LLC 0.56% — 1,270 $744K
Stegner Investment Associates Inc. 0.49% Add +30.4% 1,268 $743K
Altus Wealth Group LLC 0.33% Reduce -22.9% 1,268 $743K
Prairie Sky Financial Group LLC 0.46% Reduce -59.2% 1,268 $743K
American Trust Investment Advisors, LLC 0.30% No change 1,267 $743K
Vectors Research Management, LLC 0.25% Reduce -10.6% 1,266 $742K
Valley Financial Group, Inc. 0.51% Reduce -18.4% 1,262 $739K
Northstar Financial Companies, Inc. 0.70% — 1,261 $739K
Stonehearth Capital Management, LLC 0.30% No change 1,259 $738K
Advyzon Investment Management, LLC 0.28% — 1,258 $737K
Ofi Invest Asset Management 0.02% — 1,298 $735K
William Mack & Associates, Inc. 0.77% — 1,253 $734K
TriaGen Wealth Management LLC 0.25% No change 1,253 $734K
Bryant Woods Investment Advisors, LLC 0.36% No change 1,251 $733K
Financial Management Network Inc. 0.15% No change 1,238 $733K
Willow Creek Wealth Management Inc. 0.07% Reduce -1.3% 1,248 $732K
Hall Capital Management Co. Inc. 0.34% — 1,248 $731K
Carrera Capital Advisors 0.17% Add +0.3% 1,242 $730K
Ewa, LLC 0.27% Reduce -0.2% 1,246 $730K
Constitution Capital LLC 0.41% Reduce -1.1% 1,244 $729K
First Bancorp, Inc 0.50% Reduce -4.2% 1,244 $729K
Stewardship Advisors, LLC 0.20% No change 1,243 $728K
Bath Savings Trust Co 0.07% Reduce -20.0% 1,243 $728K
Asset Planning Services Inc. /La/ 0.35% Reduce -5.3% 1,242 $728K
Nova Wealth Management, Inc. 0.63% — 1,241 $728K
HT Partners LLC 0.25% Reduce -1.7% 1,241 $727K
Fairvoy Private Wealth, LLC 0.19% — 1,241 $727K
Canton Hathaway, LLC 0.18% No change 1,240 $727K
Grantvest Financial Group LLC 0.81% — 1,239 $726K
Abbot Financial Management, Inc. 0.36% No change 1,239 $726K
a16z Perennial Management, L.P. 0.08% No change 1,239 $726K
North Point Portfolio Managers Corp. 0.13% Reduce -1.4% 1,238 $726K
Grant Street Asset Management, Inc. 0.19% No change 1,234 $723K
Apeiron RIA LLC 0.20% Add +3.2% 1,232 $722K
Householder Group Estate & Retirement Specialist, LLC 0.53% Reduce -85.4% 1,220 $715K
Shufro Rose & Co. LLC 0.06% Add +29.9% 1,216 $713K
Ballast, Inc. 0.20% Add +2.5% 1,214 $712K
Granite Harbor Advisors, Inc. 0.39% Add +0.1% 1,213 $711K
Norris Perne & French LLP 0.05% Add +0.8% 1,212 $711K
Hilltop Partners LLC 0.24% Add +9.3% 1,212 $711K
Comprehensive Money Management Services LLC 0.59% — 1,212 $710K
TPG Financial Advisors, LLC 0.31% Add +28.5% 1,208 $708K
LVZ, Inc. 0.09% Add +12.5% 1,204 $706K
Canvas Wealth Advisors, LLC 0.18% No change 1,202 $705K
Hourglass Capital, LLC 0.19% Reduce -2.7% 1,199 $703K
Intelligent Financial Strategies 0.39% No change 1,194 $702K
Butensky & Cohen Financial Security, Inc. 0.22% Reduce -3.5% 1,194 $700K
Holistic Financial Partners 0.35% Add +1.2% 1,192 $699K
Allen Capital Group, LLC 0.09% Reduce -1.3% 1,189 $697K
Hurlow Wealth Management Group, Inc. 0.22% Reduce -0.2% 1,187 $696K
Vista Investment Partners Ii, LLC 0.41% — 1,187 $696K
Magnolia Capital Advisors LLC 0.18% New 1,187 $695K
Hutchens & Kramer Investment Management Group, LLC 0.38% Add +6.0% 1,186 $695K
Sequent Planning LLC 0.25% Reduce -1.7% 1,181 $692K
Northcape Wealth Management, LLC 0.22% No change 1,180 $692K
Marotta Asset Management 0.14% Reduce -24.6% 1,181 $690K
Gallo Partners, LP 0.51% — 1,176 $689K
IMPACTfolio, LLC 0.36% No change 1,175 $689K
FC Advisory LLC 0.23% Add +0.2% 1,173 $688K
Goepper Burkhardt LLC 0.28% Add +3.1% 1,167 $684K
RBA Wealth Management, LLC 0.26% New 1,166 $683K
FF Advisors,LLC 0.47% Add +51.9% 1,130 $683K
Pointe Capital Management LLC 0.39% No change 1,164 $683K
Concord Asset Management, LLC 0.15% Add +40.2% 1,164 $682K
Earned Wealth Advisors, LLC 0.22% Reduce -0.3% 1,162 $681K
Alkeme Wealth, LLC 0.31% Reduce -0.3% 1,161 $680K
Ardent Capital Management, Inc. 0.31% No change 1,161 $680K
Certus Wealth Management, LLC 0.46% No change 1,124 $680K
Sage Financial Management Group, Inc. 0.25% No change 1,157 $678K
Jamison Private Wealth Management, Inc. 0.10% Reduce -1.2% 1,151 $675K
Silverlake Wealth Management LLC 0.26% Add +6.1% 1,151 $675K
Avaii Wealth Management, LLC 0.33% Reduce -1.2% 1,148 $673K
Atlas Wealth Partners, LLC 0.85% Add +89.0% 1,147 $672K
3EDGE Asset Management, LP 0.04% Reduce -0.7% 1,145 $671K
BostonPremier Wealth LLC 0.41% — 1,145 $671K
Moseley Investment Management Inc. 0.26% Add +86.5% 1,145 $671K
Harbor Group, Inc. 0.15% Reduce -1.8% 1,143 $670K
Innovative Wealth Building LLC 0.60% — 1,140 $668K
Rakuten Securities, Inc. 0.26% Reduce -14.0% 1,140 $668K
Sageworth Trust Co of South Dakota 0.84% No change 1,139 $668K
Darwin Wealth Management, LLC 0.22% Add +4.9% 1,136 $666K
BCGM Wealth Management, LLC 0.21% Reduce -23.4% 1,136 $666K
American Money Management, LLC 0.13% Reduce -6.3% 1,136 $666K
Swmg, LLC 0.27% Add +6.0% 1,096 $665K
Gradient Capital Advisors, LLC 0.21% Reduce -2.0% 1,133 $664K
IVC Wealth Advisors LLC 0.37% Reduce -0.3% 1,132 $663K
Huntleigh Advisors, Inc. 0.14% — 1,131 $663K
Karpus Management, Inc. 0.02% No change 1,130 $662K
Financial Sense Advisors, Inc. 0.22% Add +0.3% 1,130 $662K
Foster Group, Inc. 0.03% Reduce -8.1% 1,128 $661K
Beck Capital Management, LLC 0.18% Reduce -2.3% 1,128 $661K
AG Asset Advisory, LLC 0.66% — 1,127 $661K
Investidor Profissional Gestao de Recursos Ltda. 0.81% New 1,124 $659K
Blackston Financial Advisory Group, LLC 0.33% Reduce -8.3% 1,122 $658K
Riverview Capital Advisers, LLC 0.20% Reduce -0.1% 1,122 $658K
Banque Transatlantique SA 0.02% — 1,119 $656K
Hager Investment Management Services, LLC 0.41% — 1,119 $656K
Avant Financial Advisors LLC 0.60% — 1,118 $655K
Altrius Capital Management Inc 0.18% Reduce -6.3% 1,117 $655K
FSA Advisors, Inc. 0.80% Reduce -57.0% 1,114 $653K
Allodium Investment Consultants, LLC 0.54% — 1,113 $652K
Strathmore Capital Advisors, Inc. 0.47% — 1,113 $652K
MN Wealth Advisors, LLC 0.37% Add +0.3% 1,110 $651K
Lincoln Capital LLC 0.14% Add +5.7% 1,106 $648K
Terra Nova Asset Management LLC 0.49% Reduce -1.3% 1,105 $648K
Xcel Wealth Management, LLC 0.18% Reduce -1.0% 1,104 $647K
Maryland Capital Advisors Inc. 0.30% Add +46.8% 1,101 $645K
Gen-Wealth Partners Inc 0.28% Reduce -1.4% 1,099 $644K
Mainstay Capital Management LLC 0.10% Add +19.2% 1,098 $644K
Lauer Wealth, LLC 0.43% New 1,096 $642K
Wilkins Investment Counsel Inc. 0.09% No change 1,096 $642K
Heritage Wealth Management, Inc. 0.21% Add +1.4% 1,095 $642K
MWA Asset Management 0.43% Reduce -27.4% 1,095 $642K
Transatlantique Private Wealth LLC 0.24% No change 1,095 $642K
Chico Wealth RIA 0.56% No change 1,094 $641K
Sara-Bay Financial 0.24% Reduce -2.1% 1,088 $640K
Variant Private Wealth, LLC 0.61% — 1,089 $638K
Code Waechter LLC 0.56% Reduce -5.7% 1,088 $638K
Hamilton Capital Partners, LLC 0.40% — 1,088 $638K
Ritter Daniher Financial Advisory LLC / DE 0.18% Reduce -2.3% 1,085 $636K
North Forty Two & Co. 0.73% — 1,085 $636K
Tenret Co LLC 0.40% Add +96.4% 1,082 $634K
Beck Bode, LLC 0.12% Reduce -30.5% 1,078 $632K
Level Wealth Management LLC 0.45% — 1,077 $631K
Interactive Financial Advisors, Inc. 0.33% Reduce -3.9% 1,073 $629K
Traveka Wealth, LLC 0.35% No change 1,072 $628K
Choice Wealth Advisors LLC 0.32% Add +206.6% 1,070 $627K
Nova R Wealth, Inc. 0.31% Add +0.4% 1,065 $624K
Access Financial Services, Inc. 0.28% Add +0.4% 1,216 $622K
Collaborative Wealth Managment Inc. 0.28% Reduce -54.2% 1,061 $622K
KRS Capital Management, LLC 0.44% No change 1,057 $619K
4WEALTH Advisors, Inc. 0.63% — 1,056 $619K
Clark Estates Inc. 0.12% No change 1,054 $618K
Elite Life Management LLC 1.83% Reduce -0.5% 1,053 $617K
NavPoint Financial, Inc. 0.49% Add +0.4% 1,052 $616K
Eclectic Associates Inc. 0.18% Reduce -9.3% 1,052 $616K
Harrell Investment Partners, LLC 0.17% No change 1,051 $616K
Creegan & Nassoura Financial Group, LLC 0.41% No change 1,050 $615K
Smith Shellnut Wilson LLC 0.27% No change 1,050 $615K
Bay Capital Advisors, LLC 0.49% — 1,044 $612K
Security National Bank 0.09% Reduce -5.7% 1,044 $612K
Vision Capital Management, Inc. 0.09% Add +12.2% 1,043 $611K
Mullaney, Keating & Wright, Inc. 0.41% Add +1.3% 1,042 $611K
Hubbell Strickland Wealth Management, LLC 0.29% Add +0.2% 1,042 $610K
Colton Groome Financial Advisors, LLC 0.23% Add +50.9% 1,041 $610K
Keystone Financial Services 0.23% Add +0.2% 1,040 $610K
J2 Capital Management Inc 0.57% — 1,040 $610K
Riggs Asset Managment Co. Inc. 0.16% Reduce -5.5% 1,036 $609K
Mendel Money Management 0.27% Add +5.7% 1,039 $609K
Better Money Decisions, LLC 0.42% Add +0.1% 1,039 $609K
Compass Financial Group, Inc. 0.29% Reduce -2.3% 1,038 $608K
JB Capital LLC 0.03% Add +0.1% 1,037 $608K
Azimuth Capital Investment Management LLC 0.02% Add +12.6% 1,036 $607K
Villere St Denis J & Co. LLC 0.06% Reduce -9.0% 1,035 $607K
Unified Investment Management 0.69% — 1,035 $606K
TD Capital Management LLC 0.06% Add +0.3% 1,034 $606K
Certior Financial Group, LLC 0.54% — 1,033 $605K
Insight Wealth Partners, LLC 0.38% Add +0.2% 1,032 $605K
25 LLC 0.26% Reduce -22.5% 1,032 $605K
Braun-Bostich & Associates Inc. 0.44% Add +4.9% 1,031 $604K
GK Wealth Management LLC 0.77% — 1,030 $604K
Blue Capital, Inc. 0.43% — 1,029 $603K
RDA Financial Network 0.18% Add +1.7% 1,029 $603K
Steinberg Asset Management LLC 0.44% No change 1,028 $602K
Opus Capital Group, LLC 0.08% Add +10.7% 1,028 $602K
Wolff Financial Management LLC 0.17% No change 1,025 $601K
Eastover Investment Advisors LLC 0.28% No change 1,025 $601K
Bogart Wealth, LLC 0.03% Add +27.0% 1,025 $601K
Atlantic Family Wealth, LLC 0.71% — 1,022 $599K
Advisory Research Inc. 0.10% New 1,021 $598K
Sunbeam Capital Management, LLC 0.56% — 1,017 $598K
Elmwood Wealth Management, Inc. 0.24% Reduce -25.5% 1,019 $597K
Lakewood Asset Management LLC 0.41% Reduce -2.5% 1,016 $595K
Penn Davis McFarland Inc. 0.06% Add +0.1% 1,013 $593K
Investors Research Corp 0.13% No change 1,011 $593K
Athena Investment Management 0.34% No change 1,006 $589K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 1,003 $588K
Seneca Financial Advisors LLC 0.29% No change 1,001 $587K
Rezny Wealth Management, Inc. 0.14% No change 1,001 $587K
SevenBridge Financial Group, LLC 0.11% Reduce -1.3% 969 $587K
Waypoint Wealth Partners Inc. 0.16% Add +0.3% 1,000 $586K
Palisade Capital Management, LP 0.02% No change 1,000 $586K
Courage Capital Management LLC 1.21% New 1,000 $586K
Acima Private Wealth, LLC 0.20% No change 999 $585K
South Plains Financial, Inc. 0.45% — 998 $585K
Rhumbline Advisers 0.00% No change 998 $585K
Nestegg Advisors, Inc. 0.59% — 974 $584K
Hazlett, Burt & Watson, Inc. 0.26% Add +2.1% 996 $583K
Hemington Wealth Management 0.15% Add +1.6% 994 $582K
Alexis Investment Partners, LLC 0.28% — 992 $581K
StoneCrest Wealth Management, Inc. 0.38% Reduce -0.2% 991 $581K
America First Investment Advisors, LLC 0.13% Reduce -7.0% 990 $580K
Walker Asset Management, LLC 0.36% Add +15.5% 989 $580K
DeDora Capital, Inc. 0.16% Add +15.3% 987 $578K
Stonebrook Private Inc. 0.15% Add +9.3% 986 $578K
WealthTrust Asset Management, LLC 0.41% Add +21.0% 985 $577K
Roxbury Financial LLC 0.56% — 957 $577K
RS Crum Inc. 0.14% Add +0.1% 983 $576K
Roanoke Asset Management Corp./ NY 0.19% Add +1.9% 983 $576K
Alpha Financial Advisors, LLC 0.26% Add +0.5% 982 $576K
Kwmg, LLC 0.06% Add +3.8% 981 $575K
Retirement Solution LLC 0.15% Reduce -43.0% 981 $575K
Accelerate Investment Advisors LLC 0.51% Add +23.9% 981 $575K
Check Capital Management Inc. 0.04% Add +1.4% 978 $573K
New Harbor Financial Group, LLC 0.17% Add +48.4% 978 $573K
Fiduciary Family Office, LLC 0.17% Reduce -70.8% 978 $573K
NCM Capital Management, LLC 0.26% No change 975 $571K
LeClair Wealth Partners LLC 0.38% — 970 $568K
GFG Capital, LLC 0.16% Add +29.6% 964 $565K
Ruggaard & Associates LLC 0.25% Reduce -17.2% 963 $564K
Keudell/Morrison Wealth Management 0.15% Add +9.3% 962 $564K
Vested Financial Planning, LLC 0.53% — 957 $561K
Lee Johnson Capital Management, LLC 0.30% No change 956 $560K
Anchor Capital Advisors LLC 0.02% Add +46.1% 954 $559K
Morton Community Bank 0.15% No change 954 $559K
180 Wealth Advisors, LLC 0.09% No change 951 $557K
Slagle Financial, LLC 0.25% Add +0.2% 948 $555K
GLOBALT Investments LLC / GA 0.02% Reduce -9.1% 946 $554K
Eaton Financial Holdings Company, LLC 0.21% Add +0.2% 944 $553K
Probity Advisors, Inc. 0.11% Reduce -13.0% 944 $553K
Greenwood Capital Associates LLC 0.07% Reduce -3.1% 944 $553K
Requisite Capital Management, LLC 0.11% Add +0.1% 941 $553K
Premier Path Wealth Partners, LLC 0.08% Add +18.9% 943 $553K
O'Brien Wealth Partners LLC 0.10% Reduce -33.6% 942 $552K
Creekside Partners 0.29% Reduce -0.9% 940 $551K
Truvestments Capital LLC 0.14% Reduce -5.5% 940 $551K
Quarry Hill Advisors, LLC 0.37% No change 936 $549K
Dopkins Wealth Management, LLC 0.28% New 935 $548K
AMJ Financial Wealth Management 0.15% Add +1.1% 935 $548K
Allied Investment Advisors, LLC 0.11% Add +1.6% 934 $547K
Columbus Macro, LLC 0.08% Reduce -11.8% 934 $547K
Coronation Fund Managers Ltd. 0.03% New 933 $547K
Fulcrum Capital LLC 0.11% No change 930 $545K
Tepp RIA, LLC 0.81% — 930 $545K
Bosman Wealth Management, LLC 0.52% — 929 $544K
JBR Co Financial Management Inc 0.33% Add +3.2% 929 $544K
Zullo Investment Group, Inc. 0.22% Add +1.6% 925 $542K
Alteri Wealth LLC 0.15% — 923 $541K
Partners in Financial Planning 0.11% Add +49.7% 922 $540K
Finward Bancorp 0.47% — 921 $540K
Concentrum Wealth Management 0.19% Add +1.3% 919 $539K
Enzi Wealth 0.20% Add +8.6% 886 $537K
Blue Zone Wealth Advisors, LLC 0.15% Add +5.4% 917 $537K
Napatree Capital LLC 0.32% Reduce -20.1% 917 $537K
Hudock, Inc. 0.09% Add +0.1% 915 $537K
Hill Island Financial LLC 0.16% Add +0.2% 915 $536K
RPG Investment Advisory, LLC 0.07% Add +7.7% 914 $536K
LPWM LLC 0.17% Add +12.0% 914 $536K
Trust Co 0.06% Add +0.2% 909 $533K
WP Advisors, LLC 0.18% Add +0.3% 906 $531K
Aspire Growth Partners LLC 0.52% — 904 $530K
Weitzel Financial Services, Inc. 0.25% Add +84.8% 898 $530K
Bluestem Financial Advisors, LLC 0.25% Reduce -4.5% 904 $530K
Acadian Asset Management LLC 0.00% Reduce -10.3% 905 $529K
Rowlandmiller & Partners.adv 0.11% Add +1.1% 901 $528K
BankPlus Trust Department 0.17% — 898 $526K
InvesTrust 0.15% — 894 $526K
Chris Bulman Inc 0.34% Add +5.0% 897 $526K
Triune Financial Partners, LLC 0.17% Add +0.3% 896 $525K
Herold Advisors, Inc. 0.11% Add +2.9% 893 $524K
McGlone Suttner Wealth Management, Inc. 0.09% Add +0.1% 893 $523K
Legacy Advisory Services, LLC 0.45% Reduce -7.9% 894 $523K
Leslie Global Wealth, LLC 0.24% Reduce -74.5% 892 $523K
Grant Private Wealth Management Inc 0.56% — 891 $522K
CYBER HORNET ETFs LLC 0.50% Reduce -25.6% 890 $522K
Carnegie Lake Advisors LLC 0.21% No change 889 $521K
Acas, LLC 0.39% Add +54.2% 862 $521K
Financial Futures Ltd Liability Co. 0.30% Reduce -31.5% 888 $520K
Mason & Associates Inc 0.12% No change 885 $519K
Pacific Sun Financial Corp 0.28% Add +23.3% 884 $518K
Chemung Canal Trust Co. 0.11% Add +3.4% 884 $518K
Picton Mahoney Asset Management 0.02% Reduce -17.5% 883 $518K
Boyd Wealth Management, LLC 0.26% Add +11.9% 883 $518K
Readystate Asset Management LP 0.04% Reduce -97.0% 883 $518K
Buck Wealth Strategies, LLC 0.11% Add +92.2% 882 $517K
CLG LLC 0.18% — 881 $516K
Salvus Wealth Management, LLC 0.33% Add +1.7% 881 $516K
Morey & Quinn Wealth Partners, LLC 0.44% — 879 $515K
Advocate Group LLC 0.10% No change 879 $515K
Ames National Corp. 0.35% — 878 $515K
Fortitude Family Office, LLC 0.18% Add +3.4% 878 $515K
Columbia Bank 0.18% Reduce -20.2% 883 $514K
Painted Porch Advisors LLC 0.25% Add +11.4% 877 $514K
Family Firm, Inc. 0.11% Reduce -1.8% 875 $513K
WealthCare Investment Partners, LLC 0.22% Reduce -4.2% 875 $511K
Alliance Wealth Management Group 0.14% Add +3.6% 872 $511K
Princeton Global Asset Management LLC 0.10% Add +7.1% 872 $511K
Whitcomb & Hess, Inc. 0.16% Add +17.5% 872 $511K
Balanced Wealth Group LLC 0.23% Reduce -0.6% 848 $510K
Trace Wealth Advisors, LLC 0.46% — 870 $510K
Hoffman, Alan N Investment Management 0.23% Add +12.2% 865 $507K
Bull Oak Capital, LLC 0.28% Add +17.7% 865 $507K
Focused Wealth Management, Inc 0.07% Add +17.6% 863 $506K
Cambridge Financial Group, Inc. 0.21% — 860 $504K
Knuff & Co LLC 0.15% New 860 $504K
Dividend Assets Capital, LLC 0.10% Reduce -14.0% 859 $504K
Fishman Jay A Ltd. 0.05% No change 855 $501K
CJM Wealth Advisers, Ltd. 0.17% Add +0.1% 853 $500K
Advocacy Wealth Management, LLC 0.04% No change 852 $499K
Rahlfs Capital, LLC 0.49% — 850 $498K
TTP Investments, Inc. 0.17% Reduce -0.5% 848 $497K
ARK & TLK Investments, LLC 0.17% Add +4.0% 847 $496K
Partnership Wealth Management, LLC 0.41% Add +29.4% 846 $496K
Farrow Financial, Inc. 0.32% Reduce -2.9% 840 $494K
Wealth Management Associates, Inc. 0.21% Add +2.9% 841 $493K
Maltin Wealth Management, Inc. 0.24% Add +42.5% 841 $493K
Barton Investment Management 0.05% No change 839 $492K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +13.1% 836 $492K
Cookson Peirce & Co. Inc. 0.02% Add +21.8% 837 $491K
Adamsbrown Wealth Consultants LLC 0.17% Add +1.8% 837 $490K
Redwood Financial Network Corp 0.36% Add +1.8% 836 $490K
Vantage Point Financial LLC 0.26% — 835 $489K
Pacific Sage Partners, LLC 0.11% No change 834 $489K
Planned Solutions, Inc. 0.20% No change 833 $488K
Elite Financial, Inc. 0.26% — 832 $487K
Sprinkle Financial Consultants LLC 0.33% Reduce -7.8% 829 $486K
Waterford Advisors, LLC 0.25% Reduce -9.4% 828 $485K
Elevated Capital Advisors, LLC 0.13% No change 828 $485K
Correct Capital Wealth Management 0.10% Add +2.2% 828 $485K
HC Advisors, LLC 0.39% Add +2.6% 827 $485K
44 Wealth Management LLC 0.19% Add +86.7% 827 $485K
RFG - Bristol Wealth Advisors, LLC 0.16% — 825 $483K
Mittelman Wealth Management 0.45% Reduce -10.6% 823 $482K
Tarbox Family Office, Inc. 0.08% Add +0.1% 821 $481K
Forum Private Client Group LLC 0.21% Add +4.8% 816 $478K
Marble Harbor Investment Counsel, LLC 0.05% No change 814 $477K
FWG Investments, LLC. 0.37% Add +20.9% 811 $476K
Arcadia Investment Management Corp. 0.08% Add +10.0% 811 $475K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -1.0% 810 $475K
Heritage Wealth Partners, LLC 0.60% Reduce -0.9% 809 $474K
Professional Financial Advisors, LLC 0.12% Add +2.9% 808 $474K
Vance Wealth, LLC 0.18% Reduce -52.3% 808 $474K
Adell Harriman & Carpenter Inc. 0.03% No change 808 $474K
Boston Standard Wealth Management, LLC 0.09% Add +14.0% 805 $472K
Mowery & Schoenfeld Wealth Management, LLC 0.92% No change 805 $472K
Strive Asset Management, LLC 0.35% — 804 $471K
Lee Financial Co 0.07% Add +1.8% 803 $471K
Sound Financial Strategies Group, LLC 0.39% New 803 $471K
WestHill Financial Advisors, Inc. 0.11% Reduce -0.4% 802 $470K
Boston Common Asset Management, LLC 0.01% Add +42.0% 802 $470K
Baxter Bros Inc. 0.06% No change 801 $470K
Bollard Group LLC 0.01% No change 800 $469K
Compton Wealth Advisory Group, LLC 0.12% No change 800 $469K
Clifford Group, LLC 0.36% Add +5.8% 799 $468K
City Center Advisors, LLC 0.53% Add +1.0% 798 $468K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -41.0% 797 $467K
Strategic Investment Solutions, Inc. 0.16% Add +28.3% 811 $467K
Sonoma Private Wealth LLC 0.75% Add +22.9% 794 $465K
Kelly Financial Group LLC 0.17% — 794 $465K
Harbor Advisory Corp. 0.15% No change 791 $464K
Morse Asset Management, Inc 0.11% Reduce -50.5% 791 $464K
Emergent Wealth Advisors, LLC 0.34% Reduce -0.4% 791 $464K
Gimbal Financial 0.38% Add +0.3% 790 $463K
HHM Wealth Advisors, LLC 0.06% Reduce -13.6% 788 $462K
Boulder Wealth Advisors, LLC 0.24% No change 787 $461K
Crew Capital Management, Ltd 0.38% Reduce -2.5% 783 $459K
Rf&l Wealth Management, LLC 0.32% Reduce -7.1% 782 $458K
CCM Investment Advisers LLC 0.05% Add +22.9% 779 $458K
Kensington Investment Counsel, LLC 0.19% Add +11.1% 781 $458K
Emory University 0.66% No change 781 $458K
Entrewealth, LLC 0.42% — 804 $457K
Everstar Asset Management, LLC 0.32% Add +71.8% 780 $457K
Triton Financial Group Inc 0.28% Reduce -1.8% 775 $454K
Coerente Capital Management 0.08% No change 775 $454K
McNaughton Wealth Management, LLC 0.22% Reduce -1.0% 772 $452K
CKW Financial Group 0.06% Add +21.6% 771 $452K
Vannoy Advisory Group, Inc. 0.34% No change 771 $452K
Kondo Wealth Advisors, Inc. 0.23% — 769 $451K
Peloton Wealth Strategists 0.18% Add +0.1% 766 $449K
Murphy & Mullick Capital Management Corp 0.41% — 764 $449K
5th Street Advisors, LLC 0.23% Reduce -31.8% 762 $447K
Lakeshore Financial Planning, Inc. 0.19% Add +25.0% 761 $446K
Beacon Investment Advisors LLC 0.21% Add +0.3% 759 $445K
Legacy Solutions, LLC 0.48% — 759 $445K
Stage Harbor Financial, LLC 0.39% Reduce -0.9% 757 $444K
Avid Wealth Partners LLC 0.31% No change 756 $443K
Landmark Wealth Management, LLC 0.20% Reduce -0.8% 756 $443K
Luts & Greenleigh Group, Inc. 0.44% Add +9.7% 755 $443K
Sachem Hill LLC 0.09% Reduce -0.4% 755 $443K
Aerodigm Wealth, LLC 0.26% New 754 $442K
Orrstown Financial Services Inc. 0.12% Reduce -14.3% 749 $439K
AIMZ Investment Advisors, LLC 0.15% Reduce -3.2% 748 $439K
Northwest Financial Advisors 0.36% Add +0.1% 746 $437K
Timonier Family Office, LTD. 0.22% — 743 $437K
Severin Investments, LLC 0.43% — 744 $436K
Schear Investment Advisers, LLC 0.23% No change 743 $435K
Avondale Wealth Management 0.28% No change 742 $435K
Muirfield Wealth Advisors LLC 0.36% Reduce -0.5% 741 $434K
Gerber, LLC 0.32% Reduce -23.8% 741 $434K
New England Professional Planning Group Inc. 0.22% Add +20.2% 739 $433K
Eaton-Cambridge Inc. 0.19% New 735 $431K
Seascape Capital Management 0.15% Add +0.3% 730 $428K
Hill Investment Group Partners, LLC 0.06% Add +0.7% 730 $428K
Brown Wealth Management, LLC 0.15% Add +19.6% 727 $426K
Matisse Capital 0.22% Add +2.3% 726 $426K
Hobbs Group Advisors, LLC 0.16% Add +0.1% 726 $425K
Gray Wealth Management Inc. 0.16% Reduce -0.4% 724 $425K
Parkwoods Wealth Partners, LLC 0.34% No change 723 $424K
Louisbourg Investments Inc. 0.11% Reduce -1.8% 723 $424K
Field & Main Bank 0.15% Add +131.7% 723 $424K
Kaye Capital Management 0.19% Reduce -1.4% 722 $423K
David Kennon Inc 0.17% No change 721 $423K
Level Financial Advisors 0.15% No change 720 $422K
Global Wealth Management Investment Advisory, Inc. 0.09% Add +18.0% 720 $422K
Boothbay Fund Management, LLC 0.01% Reduce -95.5% 720 $422K
Cox Capital Mgt LLC 0.27% Add +33.5% 717 $420K
Summit Global Investments 0.03% Reduce -83.4% 716 $420K
Tanager Wealth Management LLP 0.05% Reduce -7.2% 714 $420K
PSI Advisors, LLC 0.12% Reduce -10.6% 716 $419K
Regimen Wealth, LLC 0.14% Add +0.4% 715 $419K
Western Pacific Wealth Management, LP 0.34% Add +0.1% 715 $419K
One Wealth Capital Management, LLC 0.21% — 714 $419K
Prosperity Wealth Management, Inc. 0.17% Reduce -10.5% 713 $418K
Ascentis Wealth Management, LLC 0.15% Add +189.4% 712 $417K
SilverOak Wealth Management LLC 0.09% No change 711 $417K
Atwater Malick LLC 0.14% No change 710 $416K
Ahl Investment Management, Inc. 0.29% No change 705 $413K
Presilium Private Wealth, LLC 0.10% No change 705 $413K
Eagle Harbor Asset Management Inc. 0.41% No change 704 $413K
Cathy Pareto & Associates, Inc. 0.38% — 704 $412K
Ade, LLC 0.25% Add +1.0% 703 $412K
Quad-Cities Investment Group, LLC 0.20% Add +2.8% 703 $412K
Topel & Distasi Wealth Management, LLC 0.18% Add +0.6% 701 $411K
Pflug Koory, LLC 0.03% No change 700 $410K
Decatur Capital Management, Inc. 0.19% No change 700 $410K
Presidio Capital Management, LLC 0.22% Reduce -9.9% 700 $410K
Vawter Financial, Ltd. 0.25% No change 696 $408K
Up Strategic Wealth Investment Advisors LLC 0.41% No change 695 $407K
Financial Life Advisors 0.15% Reduce -2.7% 694 $407K
EnRich Financial Partners LLC 0.14% Add +39.2% 693 $406K
Lester Murray Antman dba SimplyRich 0.12% No change 694 $406K
Elgethun Capital Management 0.10% Reduce -30.3% 690 $404K
Strong Tower Advisory Services 0.11% Reduce -1.4% 690 $404K
O'Brien Greene & Co. Inc 0.13% Add +9.9% 688 $403K
swisspartners Advisors Ltd 0.43% Reduce -2.6% 757 $403K
Beck Mack & Oliver LLC 0.01% No change 687 $403K
Renasant Bank 0.26% New 685 $401K
Francis Financial, Inc. 0.10% Reduce -69.4% 685 $401K
Oak Asset Management, LLC 0.15% Add +0.4% 684 $401K
Gill Capital Partners, LLC 0.14% No change 682 $400K
Advus Financial Partners, LLC 0.11% Reduce -0.4% 682 $399K
Eagle Ridge Investment Management 0.03% No change 678 $397K
Centennial Wealth Advisory LLC 0.16% Reduce -5.0% 677 $397K
HFG Wealth Management, LLC 0.26% Add +12.3% 687 $394K
Burford Brothers, Inc. 0.19% No change 672 $394K
Wealthgarden F.S. LLC 0.37% Add +23.6% 671 $393K
Pring Turner Capital Group Inc. 0.26% Reduce -6.2% 671 $393K
Vickerman Investment Advisors, Inc. 0.11% Reduce -6.3% 670 $393K
Great Point Wealth Advisors, LLC 0.09% Reduce -0.7% 670 $393K
Meadow Creek Wealth Advisors LLC 0.28% Add +0.1% 668 $392K
Quest Investment Management LLC 0.05% No change 666 $390K
Legacy Bridge, LLC 0.20% No change 665 $390K
Miller Wealth Advisors, LLC 0.20% Add +0.3% 664 $389K
Corundum Trust Company, INC 1.16% Reduce -60.1% 662 $388K
Parkworth Wealth Management, Inc. 0.32% — 662 $388K
Purkiss Capital Advisors LLC 0.33% — 661 $388K
Cutler Capital Management, LLC 0.17% Reduce -0.1% 660 $387K
Colonial River Investments, LLC 0.19% Reduce -6.1% 658 $386K
National Wealth Management Group, LLC 0.26% Add +25.5% 655 $384K
Partners Wealth Management, LLC 0.44% — 654 $383K
CPR Investments Inc. 0.35% No change 654 $383K
Brick & Kyle, Associates 0.16% New 653 $383K
Sugar Maple Asset Management, LLC 0.29% No change 653 $383K
Advisors Management Group Inc. 0.09% Add +15.0% 652 $382K
Ramirez Asset Management, Inc. 0.08% No change 650 $381K
Versant Capital Management, Inc 0.08% Add +1.4% 649 $381K
Mayfair Advisory Group, LLC 0.22% Add +5.9% 648 $380K
Cascade Investment Advisors, Inc. 0.24% No change 647 $379K
Hayek Kallen Investment Management 0.14% Add +3.2% 646 $379K
Templeton & Phillips Capital Management, LLC 0.30% No change 645 $378K
Eliot Finkel Investment Counsel, LLC 0.24% No change 645 $378K
WT Wealth Management 0.12% New 645 $378K
PFW Advisors LLC 0.12% — 643 $377K
Northwest Wealth Management, LLC 0.08% Add +10.1% 643 $377K
Baugh & Associates, LLC 0.20% Add +3.7% 667 $376K
Applied Capital LLC 0.19% Reduce -9.0% 640 $375K
Southland Equity Partners LLC 0.09% Add +5.3% 639 $375K
Scissortail Wealth Management, LLC 0.10% Add +15825.0% 637 $373K
Sterling Investment Counsel, LLC 0.25% Reduce -84.7% 635 $372K
Dudley Capital Management, LLC 0.19% No change 635 $372K
Beckerman Institutional, LLC 0.30% No change 634 $372K
Tilia Fiduciary Partners, Inc. 0.25% Add +6.9% 634 $371K
Daner Wealth Management, LLC 0.27% — 612 $370K
SLT Holdings LLC 0.36% — 632 $370K
XY Planning Network, Inc. 0.28% — 631 $370K
Solutions 4 Wealth, Ltd 0.67% Reduce -24.4% 628 $368K
Helium Advisors LLC 0.29% — 627 $368K
Knightsbridge Asset Management, LLC 0.09% Add +0.6% 627 $367K
Creative Capital Management Investments LLC 0.15% Reduce -2.5% 626 $367K
Processus Wealth & Capital Management, LLC 0.29% New 625 $366K
Planning Directions Inc. 0.21% No change 625 $366K
Dodds Wealth, LLC 0.12% Add +0.2% 603 $366K
Prairie Wealth Advisors, Inc. 0.18% Add +21.1% 621 $365K
Global Wealth Strategies & Associates 0.11% Reduce -5.2% 623 $365K
Peninsula Wealth, LLC 0.06% No change 623 $365K
EFG Asset Management (Americas) Corp. 0.07% No change 622 $365K
NovaPoint Capital, LLC 0.11% Reduce -7.3% 619 $363K
Baker Tilly Wealth Management, LLC 0.14% Reduce -51.0% 618 $362K
Clark Asset Management, LLC 0.07% Reduce -13.9% 618 $362K
Strategent Financial, LLC 0.36% — 617 $362K
Menard Financial Group LLC 0.22% New 617 $362K
Mendel Capital Management LLC 0.22% Add +1.6% 616 $361K
Meridian Wealth Partners, LLC 0.05% Add +4.2% 615 $360K
Briaud Financial Planning Inc 0.15% No change 615 $360K
Maiden Cove Capital, LLC 0.55% Add +9.9% 612 $359K
Uhlmann Price Securities, LLC 0.27% Add +0.2% 608 $357K
Robinswood Financial LLC 0.13% Add +0.3% 608 $356K
Crane Advisory, LLC 0.06% No change 600 $355K
Monument Group Wealth Advisors, LLC 0.25% No change 606 $355K
Pine Harbor Wealth Management, LLC 0.14% Add +1.2% 602 $353K
Anson Capital, Inc. 0.31% No change 602 $353K
Post Resch Tallon Group Inc. 0.34% — 603 $353K
Corepath Wealth Partners LLC 0.34% No change 605 $352K
Cannon Global Investment Management, LLC 0.87% New 600 $352K
Littlejohn Financial Services, Inc. 0.31% — 600 $352K
Graham Capital Wealth Management, LLC 0.30% New 600 $351K
Alexander Randolph Advisory, Inc. 0.33% Reduce -2.6% 599 $351K
Sound Stewardship, LLC 0.21% Add +3.5% 599 $351K
Kimelman & Baird, LLC 0.03% Reduce -7.7% 599 $351K
Reston Wealth Management LLC 0.13% Reduce -6.1% 597 $350K
CBIZ Investment Advisory Services, LLC 0.02% Add +0.2% 594 $349K
RVW Wealth, LLC 0.03% Reduce -0.3% 595 $349K
ShankerValleau Wealth Advisors, Inc. 0.11% Reduce -8.2% 593 $348K
True Vision MN LLC 0.21% Reduce -13.7% 591 $348K
Bridgewealth Advisory Group, LLC 0.10% New 569 $347K
Cardinal Capital Management 0.05% Add +1.2% 590 $347K
HRC Wealth Management, LLC 0.21% Reduce -4.4% 591 $347K
Higgins & Schmidt Wealth Strategies LLC 0.22% No change 591 $346K
Westfield Capital Management Co. LP 0.00% New 590 $346K
BlueStem Wealth Partners, LLC 0.05% — 590 $346K
Shepherd Kaplan Krochuk, LLC 0.29% Add +0.3% 589 $345K
Harfst & Associates, Inc. 0.07% No change 588 $345K
Fonville Wealth Management LLC 0.11% No change 585 $343K
KilterHowling LLC 0.20% Reduce -0.3% 567 $342K
Unique Wealth Strategies, LLC 0.15% Reduce -7.6% 583 $342K
Marietta Investment Partners LLC 0.08% Add +44.1% 582 $341K
Spurstone Advisory Services, LLC 6.50% — 582 $341K
Axos Invest Inc. 0.25% Reduce -10.9% 581 $340K
Brown Financial Advisory 0.24% No change 579 $339K
Astoria Strategic Wealth, Inc. 0.10% No change 578 $339K
DRW Securities, LLC 0.02% Reduce -99.9% 576 $338K
Redmond Asset Management, LLC 0.08% Add +0.2% 575 $337K
Strategic Financial Partners, Ltd. 0.17% No change 572 $335K
Total Wealth Planning, LLC 0.05% Reduce -10.9% 572 $335K
China Universal Asset Management Co., Ltd. 0.03% Add +159.1% 570 $335K
Kilter Group LLC 0.22% — 570 $334K
Schmidt P J Investment Management Inc. 0.06% Reduce -9.8% 570 $334K
Keyes, Stange & Wooten Wealth Management, LLC 0.20% Add +55.5% 569 $333K
Everest Private Wealth 0.29% — 567 $332K
Dechtman Wealth Management, LLC 0.06% Add +9.5% 567 $332K
Walled Lake Planning & Wealth Management, LLC 0.12% Add +0.2% 567 $332K
IAG Wealth Partners, LLC 0.06% Reduce -2.6% 566 $331K
Ring Mountain Capital, LLC 0.22% — 565 $331K
Verde Capital Management 0.09% New 563 $330K
Cidel Asset Management Inc. 0.02% No change 562 $329K
Crescent Sterling, Ltd. 0.34% Reduce -8.9% 560 $328K
Foundation Wealth Management, LLC\PA 0.16% — 560 $328K
Wealth Management Strategies, Inc. 0.25% — 559 $328K
Piscataqua Savings Bank 0.28% No change 557 $326K
Trellis Wealth Advisors LLC 0.16% No change 556 $326K
Cable Hill Partners, LLC 0.03% New 553 $325K
Thompson Davis & Co., Inc. 0.21% Reduce -6.9% 554 $325K
Lynch & Associates 0.07% Reduce -1.4% 553 $324K
AF Advisors, Inc. 0.04% Reduce -21.4% 550 $322K
Artisan Partners Limited Partnership 0.00% New 548 $321K
Poehling Capital Management, INC. 0.08% Add +22.4% 547 $321K
WESPAC Advisors, LLC 0.24% Reduce -66.4% 546 $320K
Park Capital Management, LLC / WI 0.38% — 545 $319K
Vista Finance, LLC 0.33% New 543 $318K
First National Advisers, LLC 0.05% Reduce -13.4% 543 $318K
LongView Asset Management LLC 0.28% — 542 $318K
Stonekeep Investments, LLC 0.24% Reduce -6.9% 542 $318K
Trajan Wealth LLC 0.02% New 540 $316K
PCA Investment Advisory Services Inc. 0.15% Add +0.2% 536 $314K
PYA Waltman Capital, LLC 0.10% No change 535 $314K
Gray Private Wealth, LLC 0.19% Add +8.3% 535 $313K
Aquire Wealth Advisors, LLC 0.10% Add +5.7% 534 $313K
Spectrum Investment Advisors, Inc. 0.21% Add +30.6% 534 $313K
Spectrum Planning & Advisory Services Inc. 0.27% Add +0.6% 533 $312K
Somerville Kurt F 0.05% Add +9.7% 533 $312K
Disciplined Equity Management, Inc. 0.20% Reduce -2.6% 532 $312K
Beverly Hills Private Wealth, LLC 0.06% Add +17.2% 531 $311K
Security National Bank of Sioux City Iowa 0.22% No change 530 $311K
Northstar Asset Management Inc. 0.08% Reduce -53.1% 529 $310K
Petra Financial Advisors Inc. 0.21% No change 528 $310K
Summit Investment Advisors, Inc. 0.28% — 508 $310K
United Bank 0.13% No change 528 $309K
Covington Investment Advisors Inc. 0.05% New 527 $309K
Longview Financial Advisors LLC 0.21% — 527 $309K
Dagco, Inc. 0.10% Add +127.2% 527 $309K
Walker Financial Services, Inc. 0.18% Reduce -14.5% 526 $308K
Flynn Zito Capital Management, LLC 0.14% Add +2.8% 524 $307K
Oak Family Advisors, LLC 0.12% Add +0.2% 523 $306K
Mechanics Financial Corp 0.14% No change 521 $305K
Future Financial Wealth Managment LLC 0.22% No change 520 $305K
Client 1ST Advisory Group, LLC 0.12% Reduce -20.6% 520 $305K
Skyline Advisors, Inc. 0.12% Add +23.3% 519 $304K
Frederick Financial Consultants, LLC 0.24% — 516 $303K
Community Bank of Raymore 0.24% No change 515 $302K
Worth Asset Management, LLC 0.16% No change 514 $301K
Johnson Bixby & Associates, LLC 0.05% Add +0.8% 514 $301K
Kiker Wealth Management, LLC 0.24% — 513 $301K
Elequin Capital, LP 0.05% Add +632.9% 513 $301K
Straight Path Wealth Management 0.12% Reduce -4.5% 512 $300K
Ogorek Anthony Joseph /NY/ 0.10% New 513 $300K
Kestra Investment Management, LLC 0.01% Add +17.4% 512 $300K
Elefante Mark B 0.27% — 510 $299K
Schulz Wealth, LTD. 0.23% No change 510 $299K
West Wealth Group, LLC 0.09% Add +2.6% 509 $299K
Compagnie Lombard Odier SCmA 0.00% Reduce -70.2% 509 $298K
Financial Strategies Group, Inc. 0.07% Reduce -6.9% 513 $298K
D. Scott Neal, Inc. 0.16% Reduce -93.7% 486 $297K
Stillwater Capital Advisors, LLC 0.04% No change 507 $297K
Court Place Advisors, LLC 0.10% Add +0.2% 505 $296K
Detalus Advisors, LLC 0.10% Reduce -10.6% 504 $296K
Mustard Seed Financial, LLC 0.24% Add +1.0% 504 $295K
Boomfish Wealth Group, LLC 0.18% No change 504 $295K
Independent Solutions Wealth Management, LLC 0.06% Reduce -0.6% 504 $295K
Vantage Investment Partners, LLC 0.03% No change 504 $295K
Cornerstone Management, Inc. 0.06% Reduce -5.6% 503 $295K
Revisor Wealth Management LLC 0.27% Reduce -32.1% 502 $294K
Piedmont Capital Management, LLC 0.18% No change 503 $294K
Richardson Capital Management LLC 0.19% Reduce -0.8% 502 $294K
Plan A Wealth LLC 0.27% — 501 $294K
Dynamic Financial Group 0.30% — 501 $294K
Fiduciary Advisors, Inc. 0.29% — 500 $293K
Teamwork Financial Advisors, LLC 0.04% Add +1.8% 498 $292K
Kings Path Partners LLC 0.12% Reduce -1.2% 497 $291K
Tme Financial, Inc. 0.27% — 508 $291K
ShoreHaven Wealth Partners, LLC 0.14% No change 495 $290K
Summitry LLC 0.01% New 494 $290K
Twelve Points Wealth Management LLC 0.08% Reduce -7.3% 493 $289K
Dash Acquisitions Inc. 0.06% New 478 $289K
Clear Investment Research, LLC 0.37% No change 493 $289K
CWC Advisors, LLC. 0.29% Add +2.1% 492 $288K
Petix & Botte Co 0.08% No change 490 $287K
Teachers Insurance & Annuity Association of America 0.38% Reduce -49.6% 489 $287K
Viawealth, LLC 0.17% No change 489 $287K
Flywheel Private Wealth LLC 0.26% — 488 $286K
Schiavi & Co LLC 0.11% No change 488 $286K
Clay Northam Wealth Management, LLC 0.18% Add +1.7% 486 $285K
Continental Investors Services, Inc. 0.56% Reduce -2.5% 477 $284K
Wisconsin Wealth Advisors, LLC 0.42% — 485 $284K
Private Management Group Inc. 0.01% New 484 $284K
Efficient Advisors, LLC 0.02% New 479 $281K
WESPAC Advisors SoCal, LLC 0.06% Add +17.7% 478 $280K
Castlekeep Investment Advisors LLC 0.20% New 478 $280K
Blackhill Capital Inc. 0.01% No change 478 $280K
Burns Matteson Capital Management, LLC 0.16% Reduce -1.0% 478 $280K
R. W. Roge & Company, Inc. 0.15% No change 478 $280K
Argent Advisors, Inc. 0.10% No change 477 $280K
Richard P Slaughter Associates Inc 0.06% Reduce -0.4% 477 $279K
Andrew Hill Investment Advisors, Inc. 0.21% Add +4.8% 476 $279K
Reliant Investment Partners, LLC 0.25% — 476 $279K
Altman Advisors, Inc. 0.12% Add +3255.3% 15,099 $277K
KOM Wealth Management Group, LLC 0.20% No change 470 $276K
Puzo Michael J 0.08% New 470 $275K
Continuum Wealth Advisors, LLC 0.14% New 469 $275K
Moulton Wealth Management, Inc. 0.21% Reduce -5.3% 466 $273K
Security National Bank of So Dak 0.15% New 465 $273K
Maridea Wealth Management LLC 0.09% — 464 $272K
one8zero8, LLC 0.06% — 464 $272K
Winnacle Wealth LLC 0.27% — 464 $272K
Bernzott Capital Advisors 0.13% New 460 $270K
Pecaut & Co. 0.09% No change 459 $269K
Brio Consultants, LLC 0.04% No change 458 $268K
Mill Capital Management, LLC 0.02% Add +10.6% 458 $268K
Commons Capital, LLC 0.24% Add +14.8% 457 $268K
Ballew Advisors, Inc 0.17% Add +15.9% 460 $267K
Mascoma Wealth Management LLC 0.07% No change 456 $267K
Keystone Financial Services, LLC 0.24% — 455 $267K
Diligent Investors, LLC 0.06% No change 454 $266K
MJP Associates Inc. 0.05% Reduce -3.2% 454 $266K
Westhampton Capital, LLC 0.14% No change 454 $266K
Regency Capital Management Inc.\DE 0.14% No change 454 $266K
Investment Counsel Co. of Nevada 0.67% — 453 $266K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.26% — 452 $265K
Kathmere Capital Management, LLC 0.02% Add +0.2% 452 $265K
Lauterbach Financial Advisors, LLC 0.16% Reduce -14.9% 451 $264K
Bluesphere Advisors LLC 0.13% No change 451 $264K
Schulhoff & Co. Inc. 0.10% No change 450 $264K
Golden Bell Financial Planning LLC 0.26% — 449 $263K
Kennedy Investment Group, Inc. 0.12% Reduce -2.8% 448 $263K
Stanley-Laman Group, Ltd. 0.04% Reduce -46.0% 447 $262K
Strategic Planning Group, LLC 0.05% Add +2.5% 445 $261K
Pachira Investments Inc. 0.16% No change 442 $260K
Caldwell Sutter Capital, Inc. 0.12% Reduce -0.5% 443 $260K
Integrated Capital Management, LLC 0.14% Reduce -7.9% 442 $259K
DORVAL Corp 0.10% New 441 $258K
Fox Hill Wealth Management 0.14% Add +8.2% 437 $256K
M Wealth Management, LLC 0.23% — 437 $256K
DF Dent & Co. Inc. 0.00% Reduce -12.9% 437 $256K
TradeWell Securities, LLC. 0.13% — 436 $255K
Denver PWM, LLC 0.10% Add +60.7% 434 $255K
Adapt Wealth Advisors, LLC 0.13% Reduce -5.9% 434 $254K
Riversedge Advisors, LLC 0.06% Add +0.2% 433 $254K
ROSS\JOHNSON & Associates LLC 5.86% — 432 $253K
Cedar Mountain Advisors, LLC 0.06% Add +0.5% 432 $253K
Bay Harbor Wealth Management, LLC 0.08% No change 430 $252K
Signature Wealth Management Group 0.10% No change 429 $251K
Talisman Wealth Advisors LLC 0.27% Reduce -8.1% 429 $251K
M. Kraus & Co 0.07% No change 426 $250K
Old North State Wealth Management, LLC 0.14% Reduce -6.4% 421 $250K
Arcataur Capital Management LLC 0.08% No change 423 $248K
Biondo Investment Advisors, LLC 0.03% No change 423 $248K
Adaptive Financial Consulting, LLC 0.10% No change 421 $247K
Bellecapital International Ltd. 0.04% Reduce -13.9% 421 $247K
Barnett & Company, Inc. 0.16% No change 420 $246K
McRae Capital Management Inc. 0.05% Reduce -14.1% 420 $246K
Trust Co of Kansas 0.12% No change 420 $246K
Whitener Capital Management, Inc. 0.07% Reduce -2.3% 419 $246K
Coston, McIsaac & Partners 0.07% Add +1.4% 419 $245K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 415 $244K
Heritage Family Offices, LLP 0.12% No change 416 $244K
Banco BTG Pactual S.A. 0.06% Reduce -41.6% 416 $243K
Inman Jager Wealth Management, LLC 0.19% — 414 $243K
Gallagher Capital Advisors, LLC 0.18% — 412 $241K
Prodigy Asset Management LLC 0.21% — 411 $241K
Panoramic Investment Advisors, LLC 0.16% Add +1.0% 410 $240K
Archer Investment Management, LLC 0.15% — 410 $240K
Peak Financial Management, Inc. 0.07% New 408 $240K
Southern Capital Advisors, LLC 0.13% Reduce -2.6% 409 $240K
RMR Capital Management, LLC 0.18% Reduce -17.0% 406 $238K
Red Mountain Financial, LLC 0.26% No change 406 $238K
Durante & Waters, LLC 0.20% No change 405 $237K
Illumine Investment Management, LLC 0.20% — 405 $237K
WPG Advisers, LLC 0.22% — 403 $236K
Avalon Advisory Group 0.11% No change 403 $236K
Innovative Advisory Group, LLC 0.21% — 402 $236K
Cadence Wealth Management LLC 0.16% Add +1.8% 402 $236K
Murphy Pohlad Asset Management LLC 0.10% No change 402 $236K
First Bank & Trust 0.05% No change 402 $236K
CFC Planning Co LLC 0.25% — 401 $235K
Grand Jean Capital Management Inc. 0.05% No change 400 $234K
Jacobson & Schmitt Advisors, LLC 0.05% No change 400 $234K
Thomas Story & Son LLC 0.10% No change 400 $234K
Sterling Group Wealth Management, LLC 0.12% Reduce -1.0% 399 $234K
Moller Wealth Partners 0.06% No change 399 $234K
CMC Financial Group 0.50% Reduce -19.9% 398 $233K
Melone Private Wealth, LLC 0.12% Add +0.3% 398 $233K
Kiely Wealth Advisory Group, Inc. 0.15% No change 385 $233K
Wealthcare Capital Management LLC 0.02% New 397 $233K
Koa Wealth Management, LLC 0.19% Reduce -21.3% 396 $232K
Hendershot Investments Inc. 0.03% New 395 $232K
Tectonic Advisors LLC 0.02% New 394 $231K
Blake Schutter Theil Wealth Advisors, LLC 0.24% Add +1.6% 394 $231K
Oxford Wealth Group, LLC 0.15% New 393 $230K
PMG Wealth Management, Inc. 0.21% — 392 $230K
Lighthouse Financial LLC 0.19% — 392 $230K
Bowman & Co S.C. 0.12% Add +0.3% 392 $230K
Thomas J. Herzfeld Advisors, Inc. 0.07% No change 390 $229K
Rather & Kittrell, Inc. 0.05% No change 390 $229K
Kickstand Ventures, Llc. 0.06% Reduce -1.0% 389 $228K
Weybosset Research & Management LLC 0.08% No change 388 $227K
Puff Wealth Management, LLC 0.40% — 387 $227K
Asio Capital, LLC 0.04% New 386 $226K
Arcadia Wealth Management, LLC 0.11% Add +6.4% 383 $225K
Silver Oak Wealth Advisors Services, LLC 0.19% — 381 $223K
RiverTree Advisors, LLC 0.15% No change 380 $223K
Clarity Wealth Development LLC 0.24% — 369 $222K
New Perspectives, Inc 0.12% Reduce -7.3% 379 $222K
Peterson Wealth Advisors, LLC 0.04% Add +0.3% 375 $222K
Hoge Financial Services, LLC 0.16% Reduce -8.5% 378 $222K
CarsonAllaria Wealth Management, Ltd. 0.13% Add +0.3% 377 $221K
Wealth Group, Ltd. 0.14% New 375 $220K
Sykon Capital LLC 0.08% No change 375 $220K
TCP Asset Management, LLC 0.05% No change 375 $220K
KWB Wealth 0.03% No change 383 $220K
Bey-Douglas LLC 0.19% No change 374 $219K
Paul R. Ried Financial Group, LLC 0.15% — 373 $219K
Alpha Advisors, LLC 0.22% — 372 $218K
Cornerstone National Bank & Trust Co 0.10% No change 372 $218K
Benson Investment Management Company, Inc. 0.09% Add +4.2% 372 $218K
Strategic Advocates LLC 0.07% Reduce -33.7% 372 $218K
Hamilton Wealth, LLC 0.05% Reduce -14.9% 370 $217K
KMT Wealth Management, LLC 0.17% — 369 $216K
Blume Capital Management, Inc. 0.05% No change 369 $216K
Balanced Rock Investment Advisors LLC 0.17% No change 369 $216K
Compass Advisory Group LLC 0.08% Reduce -0.8% 364 $214K
Advisory Resource Group 0.05% Reduce -0.5% 365 $214K
Strengthening Families & Communities, LLC 0.12% Add +0.3% 363 $213K
Capstone Wealth Management Group, LLC 0.11% Add +0.3% 363 $213K
Clearview Wealth Advisors LLC 0.16% New 363 $213K
Synergy Investment Management, LLC 0.09% — 363 $213K
Pacific Point Advisors, LLC 0.13% — 353 $212K
Stevens Capital Management LP 0.08% Reduce -99.7% 361 $212K
One Wealth Advisors, LLC 0.03% No change 362 $212K
Uncommon Cents Investing LLC 0.06% No change 361 $212K
JP Wealth Management, Inc. 0.16% — 361 $212K
STRS Ohio 0.00% Reduce -2.7% 360 $211K
Fusion Capital, LLC 0.08% No change 359 $210K
Phraction Management LLC 0.08% Reduce -28.1% 359 $210K
Avitas Wealth Management LLC 0.03% New 359 $210K
Leading Edge Financial Planning LLC 0.07% Reduce -8.4% 358 $210K
Financial Connections Group, Inc. 0.10% No change 357 $209K
Pacific Asset Management, LLC 0.20% — 356 $208K
Private Wealth Management Group, LLC 0.08% No change 355 $208K
Inspire Advisors, LLC 0.03% New 354 $207K
Davidson Investment Advisors 0.01% No change 353 $207K
Genesis Private Wealth, LLC 0.11% — 352 $206K
Hyperion Capital Advisors LP 0.11% No change 352 $206K
HBC Financial Services, PLLC 0.13% No change 352 $206K
Gleason Group, Inc. 0.04% Add +0.3% 350 $205K
Kraematon Investment Advisors, Inc. 0.20% Add +0.3% 350 $205K
Valued Retirements, Inc. 0.28% No change 349 $205K
Gibraltar Capital Management, Inc. 0.09% New 348 $204K
Satovsky Asset Management LLC 0.05% New 347 $204K
Inlet Private Wealth, LLC 0.05% New 347 $203K
GDS Wealth Management 0.02% New 346 $203K
Envision Financial Planning, LLC 0.10% New 345 $202K
Phocas Financial Corp. 0.03% New 345 $202K
Affinity Investment Advisors, LLC 0.17% New 344 $202K
Edgemoor Investment Advisors, Inc. 0.02% New 342 $201K
Outfitters Financial LLC 0.16% New 342 $200K
MTM Financial Group, LLC 0.12% New 342 $200K
Keener Financial Planning LLC 0.12% No change 340 $199K
Principia Wealth Advisory, LLC 0.18% — 333 $195K
PFS Partners, LLC 0.11% Add +0.3% 331 $194K
BNP Paribas 0.00% No change 330 $194K
Accredited Wealth Management, LLC 0.17% — 326 $192K
Cyrus J. Lawrence, LLC 0.04% Add +0.3% 326 $191K
Koesten, Hirschmann & Crabtree, INC. 0.11% Reduce -22.0% 323 $189K
Thompson Investment Management, Inc. 0.03% Reduce -19.6% 323 $189K
Highline Wealth Partners LLC 0.06% Reduce -4.0% 314 $184K
Chelsea Counsel Co. 0.09% No change 310 $182K
Salzhauer Michael 0.09% New 60,000 $180K
JCIC Asset Management Inc. 0.07% No change 305 $179K
WealthTrak Capital Management LLC 0.15% — 304 $178K
Endeavor Private Wealth, Inc. 0.17% — 301 $177K
Grayhawk Investment Strategies Inc. 0.34% New 300 $176K
Financial Freedom, LLC 0.09% No change 297 $174K
Westend Capital Management, LLC 0.05% No change 294 $172K
William B. Walkup & Associates, Inc. 0.10% No change 280 $164K
Alpha DNA Investment Management LLC 0.09% No change 280 $164K
Values First Advisors, Inc. 0.09% Add +93.1% 278 $163K
WFA Asset Management Corp 0.09% No change 272 $160K
Avion Wealth 0.04% No change 271 $158K
Stephens Consulting, LLC 0.04% No change 269 $158K
Fourth Dimension Wealth, LLC 0.08% — 263 $154K
Aspetuck Financial Management LLC 0.12% — 257 $151K
Conquis Financial LLC 0.15% — 253 $148K
Clark Wealth Partners 0.11% — 245 $144K
RE Dickinson Investment Advisors, LLC 0.12% No change 241 $141K
Loomis Sayles & Co. L P 0.00% No change 239 $140K
Atala Financial Inc 0.10% — 238 $139K
Hoey Investments, Inc. 0.02% Reduce -67.3% 237 $139K
Ridgewood Investments LLC 0.07% No change 235 $138K
Tradewinds Capital Management, LLC 0.04% Add +39.3% 234 $137K
Pacifica Partners Inc. 0.06% No change 231 $135K
Mendota Financial Group, LLC 0.09% Add +7.5% 228 $134K
ZynergyRetirementPlanningLLC 0.09% No change 229 $131K
Cadent Capital Advisors, LLC 0.04% Add +0.5% 219 $128K
FWL Investment Management, LLC 0.05% Add +186.7% 215 $126K
Prudent Man Investment Management, Inc. 0.07% — 214 $125K
Standard Family Office LLC 0.15% No change 210 $123K
Brown Shipley& Co Ltd 0.06% No change 202 $118K
Campbell Capital Management Inc. 0.05% New 200 $117K
Financial Gravity Companies, Inc. 0.03% Add +11.2% 199 $117K
Rosenberg Matthew Hamilton 0.03% New 195 $114K
Contravisory Investment Management, Inc. 0.02% Reduce -4.0% 194 $114K
Greenline Partners, LLC 0.02% New 194 $114K
IMG Wealth Management, Inc. 0.10% — 193 $113K
Kentucky Trust Co 0.07% — 192 $113K
Family CFO Inc 0.06% Add +36.2% 192 $113K
McClarren Financial Advisors, Inc. 0.31% Reduce -66.5% 192 $112K
Financial Network Wealth Advisors LLC 0.21% No change 190 $111K
Capital A Wealth Management, LLC 0.18% — 190 $111K
Whipplewood Advisors, LLC 0.06% — 190 $111K
Horrell Capital Management, Inc. 0.03% No change 190 $111K
Prestige Wealth Management Group LLC 0.02% Add +27.6% 185 $109K
Corecam Pte. Ltd. 0.06% No change 182 $107K
Citizens National Bank Trust Department 0.02% No change 178 $104K
Evolution Advisers, Inc. 0.06% No change 179 $104K
Hartford Financial Management Inc. 0.02% Add +53.9% 177 $104K
Mountain Hill Investment Partners Corp. 0.11% — 177 $104K
FLP Wealth Management, LLC 0.26% — 176 $103K
Byrne Asset Management LLC 0.08% New 176 $103K
New Millennium Group LLC 0.06% Add +40.3% 174 $102K
Smallwood Wealth Investment Management, LLC 0.07% New 171 $100K
University of Texas/Texas Am Investment Management Co. 0.01% New 171 $100K
Perkins Coie Trust Co 0.02% No change 169 $99K
Legacies Wealth LLC 0.08% Reduce -26.9% 166 $97K
First Community Trust NA 0.07% New 162 $95K
Putney Financial Group LLC 0.08% — 158 $93K
Milestone Investment Advisors LLC 0.02% No change 152 $89K
Robbins Farley 0.04% Reduce -69.4% 150 $88K
VELA Investment Management, LLC 0.03% Add +25.0% 150 $88K
Dogwood Wealth Management LLC 0.05% Add +270.0% 148 $87K
Consultiva Wealth Management, Corp. 0.43% New 145 $85K
Birchbrook, Inc. 0.05% Reduce -2.7% 143 $84K
North Ridge Wealth Advisors, Inc. 0.06% New 141 $83K
Cedar Wealth Management, LLC 0.03% Reduce -80.4% 141 $83K
Creekmur Asset Management LLC 0.02% No change 135 $79K
MilWealth Group LLC 0.02% Add +3.9% 132 $77K
Clearstead Trust, LLC 0.02% Reduce -3.6% 132 $77K
Sanctuary Wealth Management, L.L.C. 0.05% Reduce -22.6% 130 $76K
Stuart Chaussee & Associates, Inc. 0.02% No change 130 $76K
Legacy Investment Solutions, LLC 0.05% Add +9.0% 121 $73K
Legacy Wealth Managment, LLC 0.05% Add +9.0% 121 $73K
Christopher J. Hasenberg, Inc 0.03% No change 124 $73K
Studio Investment Management LLC 0.02% No change 121 $71K
Fairway Wealth LLC 0.03% No change 120 $70K
Bank & Trust Co 0.06% No change 118 $69K
Pinney & Scofield, Inc. 0.05% — 117 $69K
Minot DeBlois Advisors LLC 0.06% — 116 $68K
Arcadia Investment Advisors LLC 0.04% No change 111 $65K
Northwest Bank & Trust Co 0.04% No change 100 $60K
True Wealth Design, LLC 0.02% Reduce -38.4% 101 $59K
Skylands Capital, LLC 0.01% No change 100 $59K
New England Capital Financial Advisors LLC 0.03% No change 91 $54K
Copia Wealth Management 0.05% — 85 $50K
Fairfield Financial Advisors, LTD 0.02% No change 85 $50K
Mb, Levis & Associates, LLC 0.02% Add +56.6% 83 $49K
Essex Investment Management Co. LLC 0.01% No change 81 $47K
Riverview Trust Co 0.04% No change 80 $47K
Vermillion & White Wealth Management Group, LLC 0.03% Reduce -6.0% 78 $46K
Transcendent Capital Group LLC 0.02% Reduce -3.7% 78 $46K
FPC Investment Advisory, Inc. 0.03% No change 75 $45K
Delos Wealth Advisors, LLC 0.04% Add +123.5% 76 $45K
CSS LLC 0.01% Reduce -99.9% 74 $43K
Evergreen Private Wealth LLC 0.02% No change 68 $40K
Legend Financial Advisors, Inc. 0.03% Reduce -3.0% 64 $38K
Signature Resources Capital Management, LLC 0.03% New 64 $38K
CGC Financial Services, LLC 0.01% No change 60 $35K
Orion Capital Management LLC 0.01% New 58 $34K
POM Investment Strategies, LLC 0.03% New 57 $33K
Investment Management Corp. /Va/ 0.03% — 56 $33K
REAP Financial Group, LLC 0.01% Reduce -39.6% 55 $32K
Luminist Capital LLC 0.05% — 53 $31K
Chapman Financial Group, LLC 0.02% — 52 $30K
PayPay Securities Corp 1.32% Add +372.7% 52 $30K
Broadwater Capital Management LLC 0.02% No change 50 $30K
Game Plan Financial Advisors, LLC 0.02% No change 50 $29K
Capital & Planning, LLC 0.02% — 41 $24K
1620 Investment Advisors, Inc. 0.02% No change 41 $24K
DB Fitzpatrick & Co, Inc 0.02% No change 39 $23K
Sawyer & Company, Inc 0.01% No change 38 $22K
Wiser Advisor Group LLC 0.03% New 35 $21K
Fairscale Capital, LLC 0.02% No change 33 $20K
Valued Wealth Advisors LLC 0.01% Add +3.1% 33 $19K
Lanark Financial, Inc. 1.76% — 32 $19K
Covestor Ltd 0.01% No change 32 $19K
Advantage Trust Co 0.01% No change 31 $18K
Cypress Capital Management LLC (WY) 0.02% No change 30 $18K
Runnymede Capital Advisors, Inc. 0.01% — 26 $15K
DecisionPoint Financial, LLC 0.00% No change 24 $14K
Holos Integrated Wealth LLC 0.01% — 24 $14K
Mattson Financial Services, LLC 0.00% New 24 $14K
Capco Asset Management, LLC 0.00% No change 22 $13K
Gould Capital, LLC 0.01% No change 20 $12K
ARK Investment Management 0.00% Add +433.3% 16 $10K
Eukles Asset Management 0.00% No change 13 $8K
Catherine Avery Investment Management LLC 0.00% — 8 $5K
GS Investments, Inc. 0.00% No change 8 $5K
Horizons Wealth Management 0.00% No change 7 $4K
Altshuler Shaham Ltd 0.00% New 102 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
Kessler Investment Group, LLC 0.00% Reduce -95.9% 3 $2K
Equitec Proprietary Markets, LLC 0.01% No change 2 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.2% 1 $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.