SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q1 2025 (March 31)
4,183holders −52
163new positions
185sold out
15famous investors
$553.84avg. 13F price*

At the end of Q1 2025, 4,183 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, down 52 from Q4 2024. 163 opened new positions and 185 sold out. The largest holders were JPMorgan Chase & Co. ($32.4B), Goldman Sachs Group Inc. ($19.5B) and Morgan Stanley ($19.2B). 15 famous investors held it, including Joel Greenblatt (15.4% of Gotham Asset Management's portfolio), Ray Dalio (8.7% of Bridgewater Associates's portfolio) and George Soros (4.4% of Soros Fund Management's portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
SPDR S&P 500 ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions163$2.3B
Exits185$3.3B

All 13F filers, Q4 2024 → Q1 2025: 57,358,403 shares bought and 76,026,784 shares sold, net −18,668,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,183 holders

JPMorgan Chase & Co. 2.47% Add +9.0% 57,976,595 $32.4B
Goldman Sachs Group Inc. 3.69% Add +7.8% 34,787,382 $19.5B
Morgan Stanley 1.37% Add +2.8% 34,289,682 $19.2B
Bank of America Corp. 1.58% Add +6.8% 31,843,196 $17.8B
Susquehanna International Group, LLP 22.06% Add +40.2% 24,024,673 $13.4B
Northern Trust Corp. 1.17% Add +4.7% 14,117,911 $7.9B
Wells Fargo & Company 1.84% Add +4.8% 13,606,937 $7.6B
UBS Group AG 1.58% Add +27.9% 12,764,959 $7.1B
Royal Bank of Canada 1.37% Add +18.1% 10,934,085 $6.1B
Barclays PLC 2.59% Add +182.2% 10,152,841 $5.7B
LPL Financial LLC 1.97% Add +1.1% 9,047,948 $5.1B
Bank of Montreal 2.57% Reduce -9.8% 8,553,910 $4.8B
TD Asset Management Inc 3.26% Reduce -3.0% 6,339,188 $3.5B
D. E. Shaw & Co. 4.12% Reduce -15.0% 5,764,625 $3.2B
Northwestern Mutual Wealth Management Co. 2.55% Add +3.2% 5,570,066 $3.1B
HRT Financial LP 19.18% Reduce -22.1% 5,416,542 $3.0B
Raymond James Financial Inc. 0.99% Reduce -9.0% 4,677,340 $2.6B
US Bancorp \de 3.33% Reduce -1.0% 4,449,038 $2.5B
PNC Financial Services Group, Inc. 1.21% Reduce -0.8% 4,144,794 $2.3B
FMR LLC 0.14% Reduce -0.6% 4,017,484 $2.2B
Citigroup Inc. 1.64% Add +332.7% 3,846,099 $2.2B
Cresset Asset Management, LLC 9.74% Add +3.6% 3,458,688 $1.9B
Bridgewater Associates 8.67% Reduce -59.4% 3,342,242 $1.9B
Gotham Asset Management 15.39% Add +38.3% 3,296,351 $1.8B
Truist Financial Corp. 2.90% Reduce -2.4% 3,235,615 $1.8B
Mackenzie Financial Corp. 2.55% Reduce -4.9% 3,204,654 $1.8B
Ameriprise Financial Inc. 0.47% Reduce -7.6% 3,125,080 $1.8B
Silicon Valley Community Foundation 97.01% Reduce -3.8% 3,015,390 $1.7B
Creative Planning 1.57% Add +1.6% 2,989,193 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 3.56% Reduce -18.5% 2,857,047 $1.6B
Bank of New York Mellon Corp 0.31% Reduce -15.4% 2,833,005 $1.6B
Lido Advisors, LLC 9.38% Add +137.6% 6,431,055 $1.6B
Alberta Investment Management Corp 10.92% Reduce -0.1% 2,716,702 $1.5B
Clal Insurance Enterprises Holdings Ltd 15.34% Add +46.1% 2,650,294 $1.5B
Rockefeller Capital Management L.P. 3.62% Add +5.9% 2,618,768 $1.5B
National Mutual Insurance Federation of Agricultural Cooperatives 13.15% No change 2,617,832 $1.5B
Old Mission Capital LLC 28.19% Add +41.0% 2,610,383 $1.5B
Envestnet Asset Management Inc. 0.46% Reduce -6.0% 2,568,893 $1.4B
Schonfeld Strategic Advisors LLC 9.05% Reduce -8.4% 2,407,299 $1.3B
Pathstone Holdings, LLC 5.49% Reduce -5.7% 2,262,038 $1.3B
Canada Pension Plan Investment Board 1.22% No change 2,237,000 $1.3B
Capula Management Ltd 8.98% Reduce -88.0% 2,174,279 $1.2B
Cerity Partners LLC 2.34% Add +1.9% 2,248,307 $1.1B
Commonwealth Equity Services, LLC 1.55% Reduce -2.7% 1,961,649 $1.1B
HighTower Advisors, LLC 1.44% Reduce -0.0% 1,898,202 $1.1B
Jane Street Group, LLC 1.78% Reduce -66.5% 1,749,867 $978.9M
Sumitomo Mitsui Financial Group, Inc. 17.86% Reduce -11.4% 1,742,446 $974.7M
BlackRock, Inc. 0.02% Add +0.8% 1,679,284 $939.4M
Stifel Financial Corp. 0.95% Add +2.3% 1,600,514 $895.3M
Two Sigma Investments, LP 1.90% Add +138.3% 1,494,733 $836.1M
Bank Julius Baer & Co. Ltd, Zurich 2.57% Reduce -7.5% 1,416,145 $792.2M
Corient Private Wealth LP 1.23% Add +16.6% 1,347,288 $754.1M
Mariner, LLC 1.24% Add +3.7% 1,332,527 $745.1M
Cetera Investment Advisers 1.44% Add +1.5% 1,324,487 $740.9M
Analyst IMS Investment Management Services Ltd. 28.66% Reduce -1.9% 1,318,030 $737.3M
Bank of Nova Scotia 1.62% Reduce -45.8% 1,277,362 $714.5M
Freedom Together Foundation 91.26% Reduce -12.0% 1,248,000 $698.1M
Norinchukin Bank, The 12.69% No change 1,233,000 $689.7M
Trust Asset Management LLC 55.69% Reduce -0.0% 1,214,377 $679.3M
Banco Bilbao Vizcaya Argentaria, S.A. 6.78% Add +63.6% 1,212,591 $672.5M
Cohen Klingenstein LLC 23.91% Reduce -1.0% 1,179,843 $660.0M
Dow Chemical Co. 96.16% Add +27.3% 1,177,971 $658.9M
State of Michigan Retirement System 3.77% Reduce -46.0% 1,169,540 $654.2M
Nissay Asset Management Corp. /Japan 4.23% No change 1,164,154 $651.2M
Balyasny Asset Management L.P. 1.62% Add +81.7% 1,141,304 $638.4M
Swan Global Investments, LLC 31.90% Add +2.5% 1,123,572 $628.5M
Osaic Holdings, Inc. 1.39% Add +12.2% 1,117,775 $625.9M
Trustees of Columbia University in the City of New York 98.27% Add +3.5% 1,109,343 $620.6M
Natixis 3.67% Add +66.7% 1,115,731 $618.0M
Common Fund for Nonprofit Organizations 68.55% Add +9.5% 1,102,214 $616.6M
BNP Paribas Financial Markets 0.47% Reduce -73.8% 1,083,250 $606.0M
Hirtle & Co., LLC 26.96% Reduce -2.0% 1,061,705 $593.9M
CHURCHILL MANAGEMENT Corp 7.42% Reduce -0.6% 1,045,562 $584.9M
BBR Partners, LLC 39.18% Reduce -0.6% 991,648 $554.7M
Alliancebernstein L.P. 0.19% Reduce -0.2% 952,093 $532.6M
State Street Corp. 0.02% Reduce -29.5% 947,242 $531.5M
Board of Trustees of The Leland Stanford Junior University 44.83% Reduce -0.7% 946,092 $529.2M
Pure Financial Advisors, LLC 11.02% Add +6.6% 942,321 $527.1M
Texas Treasury Safekeeping Trust Co. 45.20% Add +18.4% 940,588 $526.2M
Valeo Financial Advisors, LLC 14.55% Reduce -1.9% 949,500 $521.2M
Ieq Capital, LLC 4.11% Add +47.0% 924,205 $517.0M
Simplify Asset Management Inc. 22.77% New 872,087 $487.8M
Blair William & Co. 1.44% Add +4.2% 854,383 $477.9M
Focus Partners Wealth 1.18% Reduce -3.8% 841,691 $471.0M
Glenmede Trust Co. NA 2.51% Reduce -1.1% 835,443 $467.3M
Pine Ridge Advisers LLC 39.44% Add +8.2% 823,136 $460.5M
Sanders Capital, LLC 0.69% Add +1.2% 821,392 $459.5M
Jefferies Financial Group Inc. 8.26% Reduce -26.6% 820,606 $459.0M
SG Americas Securities, LLC 1.57% Add +204.0% 813,931 $455.3M
Franklin Resources Inc. 0.13% Add +45.2% 795,108 $444.8M
Prudential Financial Inc. 0.63% Reduce -0.0% 792,227 $443.2M
HSBC Holdings PLC 0.29% Reduce -67.6% 792,365 $439.0M
Members Trust Co 15.15% Add +8.3% 777,366 $434.9M
Captrust Financial Advisors 1.08% Add +3.9% 1,069,378 $431.0M
MAI Capital Management 3.20% Add +0.7% 756,325 $423.1M
Journey Strategic Wealth LLC 14.30% Add +0.8% 733,084 $410.1M
Circle Wealth Management, LLC 9.44% Reduce -3.0% 728,487 $407.5M
NorthCoast Asset Management LLC 2.03% Add +6.3% 720,213 $402.9M
Calamos Advisors LLC 2.73% Add +6027.2% 707,629 $395.8M
Caisse de depot et placement du Quebec 0.83% Add +15.7% 703,600 $393.6M
Concentric Capital Strategies, LP 39.01% Add +24.2% 695,700 $389.2M
SCS Capital Management LLC 4.94% Add +177.4% 692,477 $388.2M
Apexium Financial, LP 22.94% Add +2.0% 687,822 $384.8M
Greenfield FTC, Inc. 89.16% Reduce -7.2% 686,510 $384.0M
MML Investors Services, LLC 1.27% Add +6.1% 683,710 $382.5M
Jones Financial Companies LLLP 0.34% Add +12.6% 683,904 $381.2M
Wealth Enhancement Advisory Services, LLC 0.71% Add +0.6% 659,395 $368.9M
Akuna Securities LLC 97.52% Reduce -7.1% 647,636 $362.3M
MetLife Investment Management, LLC 1.95% Add +89.3% 646,800 $361.8M
Cambridge Investment Research Advisors, Inc. 1.22% Add +11.5% 646,336 $361.6M
Sun Life Financial Inc. 22.61% Reduce -0.9% 638,529 $357.2M
Brown Advisory Inc. 0.51% Add +3.2% 632,584 $353.9M
Baird Financial Group, Inc. 0.66% Reduce -2.8% 616,839 $345.1M
Meitav Investment House Ltd. 6.26% Reduce -6.1% 607,757 $339.8M
AMG National Trust Bank 9.53% Reduce -1.4% 607,119 $339.6M
Deutsche Bank AG 0.13% Add +6.2% 606,907 $339.5M
Pentwater Capital Management LP 4.69% Reduce -20.0% 600,000 $335.6M
Belvedere Trading LLC 28.24% Add +85.8% 582,097 $325.6M
Private Advisor Group, LLC 1.96% Add +5.7% 580,083 $324.5M
Janney Montgomery Scott LLC 0.91% Add +0.3% 574,128 $321.2M
Wealthspire Advisors, LLC 1.90% Reduce -2.9% 568,884 $318.2M
CANADA LIFE ASSURANCE Co 0.56% Add +0.6% 562,974 $315.6M
Davis R M Inc. 6.12% Add +1.5% 546,380 $305.6M
Daido Life Insurance Co. 41.28% No change 544,324 $304.5M
JANA Partners Management, LP 15.61% Add +25.9% 540,353 $302.3M
Amundi 0.11% Add +12.5% 558,813 $299.9M
BIP Wealth, LLC 19.52% Add +1.9% 535,287 $299.4M
Millburn Ridgefield LLC 7.22% Add +5.4% 532,813 $298.1M
Catalyst Capital Advisors LLC 6.10% Add +5.4% 532,813 $298.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.76% Add +140.8% 532,703 $298.0M
M&T Bank Corp 1.08% Reduce -0.8% 529,998 $296.5M
National Bank of Canada 0.34% Add +3.1% 525,033 $293.6M
NewEdge Advisors, LLC 1.73% Add +24.0% 816,849 $291.8M
Comerica Bank 1.22% Add +2.8% 521,000 $291.4M
Hackensack Meridian Health, Inc. 32.17% Reduce -3.5% 505,500 $282.8M
Fifth Third Bancorp 1.07% Reduce -3.4% 503,037 $281.4M
Nearwater Capital Markets, Ltd 7.96% New 500,000 $279.7M
Passaic Partners LLC 41.64% Add +3.4% 491,006 $274.7M
Thrivent Financial for Lutherans 0.61% Reduce -20.7% 487,036 $273.3M
GR Financial Group, LLC 39.94% Reduce -3.6% 463,121 $259.1M
AlTi Global, Inc. 6.73% Add +0.8% 457,699 $256.8M
Mercer Global Advisors Inc. 0.58% Add +0.4% 457,130 $251.3M
Kestra Advisory Services, LLC 1.21% Reduce -8.6% 446,643 $249.8M
Itau Unibanco Holding S.A. 9.64% Reduce -48.6% 445,877 $249.4M
Alaska Permanent Capital Management, LLC 20.94% Reduce -1.0% 444,257 $248.4M
Qube Research & Technologies Ltd 0.38% Reduce -91.9% 440,163 $246.2M
HB Wealth Management, LLC 2.01% Add +27.2% 428,183 $239.5M
Whittier Trust Co. 3.30% Reduce -2.4% 423,294 $236.8M
Foster Dykema Cabot & Partners, LLC 18.90% Reduce -0.1% 419,830 $235.6M
Trustees of Dartmouth College 66.32% No change 418,800 $234.3M
Mutual Advisors, LLC 6.67% Add +24.5% 423,033 $232.9M
Capstone Investment Advisors, LLC 2.68% Reduce -43.0% 416,322 $232.9M
GTS Securities LLC 9.98% Reduce -29.0% 412,279 $230.6M
Avantax Advisory Services, Inc. 1.40% Add +10.0% 411,385 $230.1M
Teramo Advisors, LLC 93.10% Add +10.8% 410,000 $229.3M
Walleye Trading LLC 6.52% Reduce -17.2% 409,793 $229.2M
EP Wealth Advisors, LLC 1.82% Add +5.3% 406,522 $227.4M
Cibc World Market Inc. 0.50% Reduce -30.0% 395,327 $221.1M
Connable Office Inc. 23.38% Reduce -1.2% 392,611 $219.6M
Berkshire Money Management, Inc. 24.33% Reduce -1.0% 387,526 $216.8M
Shulman DeMeo Asset Management LLC 60.74% Reduce -0.3% 386,680 $216.3M
Granger Management LLC 77.83% Reduce -11.8% 384,898 $216.0M
Allstate Corp. 6.30% Reduce -62.8% 383,340 $214.4M
Allianz Asset Management GmbH 0.31% Reduce -0.9% 378,825 $211.9M
Mizuho Securities USA LLC 4.55% Reduce -27.6% 377,396 $211.0M
University of Illinois Foundation 65.46% Add +14.9% 371,233 $208.3M
Sand Hill Global Advisors, LLC 8.43% Reduce -1.6% 366,050 $204.8M
Howard Hughes Medical Institute 99.79% Reduce -62.8% 360,663 $201.8M
Mirae Asset Global Investments Co., Ltd. 0.82% Reduce -29.5% 360,123 $200.3M
Meiji Yasuda Life Insurance Co 3.97% No change 355,412 $198.8M
Brookstone Capital Management 2.84% Reduce -3.2% 354,445 $198.3M
TD Private Client Wealth LLC 5.37% Add +2.3% 348,814 $195.1M
TD Waterhouse Canada Inc. 1.59% Reduce -3.3% 345,489 $194.1M
Juniper Hill Capital Management LP 48.19% No change 345,637 $193.3M
Squarepoint Ops LLC 0.47% Reduce -86.0% 339,681 $190.0M
Pinnacle Financial Partners Inc 3.80% Reduce -0.9% 332,739 $188.6M
Stratos Wealth Partners, LTD. 2.90% Reduce -5.1% 336,868 $188.4M
Jacobi Capital Management LLC 13.74% Reduce -0.1% 332,960 $186.3M
Cwm, LLC 0.73% Add +1.3% 329,446 $184.3M
AQR Capital Management 0.19% Add +238.4% 326,785 $182.8M
PPSC Investment Service Corp 20.86% Add +3.8% 325,961 $182.3M
NorthRock Partners, LLC 6.11% Reduce -9.5% 325,159 $181.9M
Howard Capital Management, LLC 4.55% Reduce -0.0% 323,865 $181.2M
Sanctuary Advisors, LLC 1.25% Reduce -7.3% 318,213 $178.0M
Miller Investment Management, LP 19.60% Reduce -0.2% 316,772 $177.2M
Synovus Financial Corp. 2.29% Reduce -0.9% 316,171 $176.9M
Keybank National Association 0.70% Reduce -0.0% 314,528 $175.9M
Wolverine Trading, LLC 5.57% Reduce -5.6% 316,559 $175.9M
Soros Fund Management 4.42% Add +165.9% 313,800 $175.5M
Mizuho Markets Americas LLC 3.79% Add +234.8% 311,666 $174.3M
DT Investment Partners, LLC 16.71% Reduce -17.6% 309,561 $173.2M
CVS HEALTH Corp 99.74% Reduce -22.6% 307,891 $172.2M
Macquarie Group Ltd. 0.21% Reduce -77.5% 306,012 $171.2M
Taiyo Life Insurance Co. 15.25% No change 304,200 $170.2M
Tiaa Trust, National Association 0.53% Reduce -0.9% 303,412 $169.7M
Credit Agricole S A 0.64% Reduce -29.3% 301,709 $168.8M
Wellington Management Group LLP 0.03% Reduce -9.9% 301,622 $168.7M
Fifth Third Wealth Advisors LLC 8.60% Add +2.0% 296,673 $166.0M
ING Groep NV 1.15% No change 296,138 $165.7M
Retirement Systems of Alabama 0.64% Reduce -0.4% 292,756 $163.8M
State of Wyoming 21.18% Reduce -1.0% 285,600 $159.8M
Pacific Capital Wealth Advisors, Inc. 27.30% Add +2.1% 282,326 $157.9M
CV Advisors LLC 55.46% Add +4.4% 281,977 $157.6M
FineMark National Bank & Trust 5.68% Reduce -2.3% 278,056 $155.5M
Sageworth Trust Co 9.65% Reduce -0.3% 277,624 $155.3M
Hollencrest Capital Management 6.73% Reduce -20.3% 274,126 $153.3M
Alaska Wealth Advisors, LLC 23.94% Add +0.5% 273,269 $152.9M
Cibc World Markets Corp. 1.20% Reduce -78.7% 271,140 $151.7M
Employees Retirement System of Texas 1.64% New 268,300 $150.1M
Easterly Investment Partners LLC 12.46% Reduce -15.8% 267,594 $149.7M
Simon Quick Advisors, LLC 8.50% Add +2.3% 266,917 $149.3M
Beacon Capital Management, LLC 20.04% Reduce -3.8% 265,242 $148.4M
Peavine Capital, LLC 38.49% Reduce -1.1% 264,467 $147.9M
Foundations Investment Advisors, LLC 2.71% Add +22.5% 262,209 $146.7M
CSM Advisors, LLC 7.91% No change 258,880 $144.8M
Banco Santander, S.A. 1.59% Add +23.3% 257,843 $144.2M
Citizens Financial Group Inc. 2.83% Add +6.7% 256,658 $143.6M
FIL Ltd 0.14% Add +11.1% 256,101 $143.3M
Mirae Asset Securities (usa) Inc. 6.11% New 254,195 $142.2M
JMG Financial Group, Ltd. 4.79% Reduce -2.7% 254,037 $142.1M
Commerce Bank 0.91% Reduce -1.7% 253,761 $142.0M
Bessemer Group Inc. 0.25% Reduce -29.1% 252,506 $141.2M
Evolution Wealth Advisors, LLC 23.57% Add +1.7% 252,349 $141.2M
Conservest Capital Advisors, Inc. 14.61% Add +0.3% 248,579 $139.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11.36% Reduce -3.8% 247,558 $138.8M
Equitable Holdings, Inc. 1.31% Add +7.3% 247,299 $138.3M
Avanda Investment Management Pte. Ltd. 48.76% Reduce -17.5% 246,078 $137.7M
Gould Asset Management LLC 28.09% Add +0.8% 243,455 $136.2M
Main Management LLC 11.95% Reduce -9.1% 242,681 $135.8M
Envestnet Portfolio Solutions, Inc. 0.52% Reduce -23.3% 243,590 $135.7M
Brown Brothers Harriman & Co. 0.95% Add +5.7% 242,014 $135.4M
Steward Partners Investment Advisory, LLC 1.19% Add +2.5% 241,089 $134.9M
Spider Management Company, LLC 57.93% No change 240,636 $134.6M
Whittier Trust Co. of Nevada Inc. 3.39% Add +0.2% 240,050 $134.3M
Vontobel Holding Ltd. 0.48% Reduce -1.9% 237,446 $132.8M
Prime Capital Investment Advisors, LLC 1.50% Reduce -1.5% 229,900 $128.6M
Blue Bell Private Wealth Management, LLC 24.25% Add +3.4% 228,819 $128.0M
Ballentine Partners, LLC 2.18% Add +1.8% 225,204 $126.0M
Neuberger Berman Group LLC 0.10% Add +2.6% 223,220 $124.9M
USA Financial Formulas 20.50% Add +60.8% 221,937 $124.1M
Pinkerton Wealth, LLC 16.11% Add +124.5% 221,909 $124.1M
Verition Fund Management LLC 0.73% Reduce -53.7% 221,793 $124.1M
Alesco Advisors, LLC, An ESL Co 3.89% Reduce -0.7% 221,517 $123.9M
CIBC Asset Management Inc 0.41% Reduce -4.1% 220,865 $123.5M
Silicon Valley Capital Partners 16.10% Add +21.3% 221,713 $123.2M
Quantinno Capital Management LP 0.80% Add +78.3% 218,932 $122.5M
Hills Bank & Trust Co 8.59% Reduce -0.6% 218,228 $122.1M
Mufg Bank, LTD. 4.60% No change 218,000 $121.9M
Partners Capital Investment Group, LLP 2.06% Add +91.7% 217,409 $121.6M
Greenwich Wealth Management LLC 9.19% Add +4.4% 217,216 $121.5M
White Mountains Insurance Group Ltd. 42.30% Reduce -43.6% 216,197 $120.9M
Welch Capital Partners LLC 28.49% Reduce -8.7% 214,033 $119.7M
Guggenheim Capital LLC 1.13% Add +0.1% 213,763 $119.6M
Hudson Bay Capital Management LP 0.88% Add +345.3% 213,671 $119.5M
Jordan Park Group LLC 8.67% Reduce -3.3% 213,200 $119.3M
CIBC Private Wealth Group LLC 0.25% Reduce -30.2% 240,160 $119.2M
Atria Wealth Solutions, Inc. 1.43% Reduce -15.0% 212,355 $119.0M
Eastern Bank 2.31% Add +10.1% 211,126 $118.1M
First Horizon Advisors, Inc. 3.30% Reduce -7.6% 209,521 $117.2M
Tredje AP-fonden 1.09% Add +420.9% 208,342 $116.5M
Spectrum Wealth Counsel, LLC 13.98% Reduce -0.9% 208,198 $116.5M
Little Harbor Advisors, LLC 71.36% Reduce -0.6% 206,852 $115.7M
Financiere des Professionnels - Fonds d'investissement inc. 7.48% Reduce -4.6% 206,206 $115.3M
Moore Capital Management, LP 4.55% New 205,968 $115.2M
WASHINGTON TRUST Co 4.41% Reduce -3.3% 205,751 $115.1M
Scotia Capital Inc. 0.61% Reduce -2.3% 204,940 $114.6M
Bank of Hawaii 6.57% Reduce -2.0% 204,445 $114.4M
Diversify Advisory Services, LLC 7.13% Reduce -30.6% 206,006 $114.2M
BTG Pactual Asset Management US LLC 14.82% Add +59.7% 204,115 $114.2M
Integrated Wealth Concepts LLC 1.33% Add +7.0% 203,537 $113.9M
Pinnacle Associates Ltd. 1.67% Add +0.1% 203,490 $113.8M
MBL Wealth, LLC 11.51% Reduce -1.9% 203,119 $113.6M
Bailard, Inc. 2.93% Reduce -0.3% 203,049 $113.6M
Peapack Gladstone Financial Corp. 1.68% Reduce -0.3% 201,791 $112.9M
Petrus Trust Company, LTA 10.52% Add +36.0% 201,540 $112.7M
Benin Management CORP 32.08% Add +0.0% 201,501 $112.7M
Wealthfront Advisers LLC 0.30% Add +13.9% 199,669 $111.7M
Metropolitan Life Insurance Co 51.42% Add +1.4% 198,751 $111.2M
Toronto Dominion Bank 0.29% Add +41.1% 198,861 $111.2M
Cullen/Frost Bankers, Inc. 1.52% Add +1.4% 193,684 $108.3M
GenTrust, LLC 5.19% Reduce -0.3% 192,753 $108.1M
Stephens Inc. 1.58% Reduce -6.3% 192,157 $107.5M
Diversified Trust Co. 2.65% Reduce -0.0% 191,439 $107.1M
National Philanthropic Trust 1.72% Add +1.2% 190,862 $106.8M
Manchester Capital Management LLC 13.05% Reduce -0.4% 190,021 $106.3M
NewEdge Wealth, LLC 1.90% Reduce -2.2% 187,125 $104.7M
Modern Wealth Management, LLC 3.34% Add +25.0% 186,723 $104.5M
Pacific Wealth Management 56.86% Add +1.1% 184,899 $103.4M
Csenge Advisory Group 5.86% Reduce -0.0% 196,409 $103.4M
CI Investments Inc. 0.44% Reduce -65.3% 184,251 $103.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.30% Reduce -0.4% 184,209 $103.0M
AIA Group Ltd 2.53% Add +13.9% 184,195 $103.0M
1ST Source Bank 6.03% Add +0.6% 182,945 $102.3M
Montag A & Associates Inc. 5.07% Reduce -1.8% 180,278 $101.2M
Beacon Pointe Advisors, LLC 1.12% Add +0.4% 178,717 $100.0M
Valiant Capital Management, L.P. 10.66% New 176,612 $98.8M
Arrowstreet Capital, Limited Partnership 0.08% Add +17.8% 176,129 $98.5M
Mariner Investment Group LLC 38.72% Reduce -77.1% 174,192 $97.4M
TLWM 19.42% Add +0.2% 173,666 $97.1M
Wealthcare Advisory Partners LLC 2.59% Reduce -0.5% 172,568 $96.5M
Bradley Foster & Sargent Inc. 1.65% Reduce -0.3% 172,122 $96.3M
Southern Farm Bureau Life Insurance 14.08% Reduce -17.0% 171,633 $95.9M
Trans-Canada Capital Inc. 7.66% No change 170,588 $95.7M
Dimension Capital Management LLC 16.87% Reduce -0.7% 170,023 $95.1M
UCLA Foundation 100.00% Reduce -22.5% 167,361 $93.6M
Northeast Financial Consultants Inc 4.14% Reduce -4.4% 167,098 $93.5M
Old National Bancorp 2.45% Reduce -6.1% 167,007 $93.4M
Allworth Financial LP 0.52% Add +1.5% 169,434 $92.6M
Integrated Advisors Network LLC 4.63% Add +4.6% 163,619 $91.5M
Strategic Point Investment Advisors, LLC 14.96% Reduce -1.6% 160,593 $89.8M
Turim 21 Investimentos Ltda. 24.10% Reduce -18.5% 160,427 $89.7M
Savant Capital, LLC 0.76% Reduce -16.4% 160,075 $89.5M
Marest Capital, LLC 74.11% Add +1.0% 159,490 $89.2M
Glenview Trust Co 1.72% Add +0.2% 158,692 $88.8M
Ramsey Quantitative Systems 93.32% Add +50.0% 158,681 $88.8M
Concurrent Investment Advisors, LLC 2.15% Reduce -9.8% 157,968 $88.4M
Conning Inc. 3.23% Add +5.3% 156,633 $87.6M
Webster Bank, N. A. 9.58% Add +1.2% 155,738 $87.1M
Park Avenue Securities LLC 1.07% Reduce -6.8% 155,382 $86.9M
Waverly Advisors, LLC 1.05% Add +22.7% 153,361 $85.8M
State of Alaska, Department of Revenue 0.97% Add +2105.9% 153,353 $85.8M
Sequoia Financial Advisors, LLC 0.66% Reduce -0.3% 153,333 $85.8M
Allen Investment Management, LLC 1.00% Add +3.7% 153,043 $85.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.10% Add +147.8% 152,995 $85.6M
Moneta Group Investment Advisors LLC 1.17% Add +0.9% 151,729 $84.9M
Howard Capital Management Group, LLC 6.58% Reduce -0.5% 151,101 $84.5M
Freestone Capital Holdings, LLC 3.16% Reduce -3.8% 150,771 $84.3M
Moment Partners, LLC 16.69% Reduce -1.4% 150,576 $84.2M
MCF Advisors LLC 5.98% Reduce -8.8% 148,404 $83.2M
Bleakley Financial Group, LLC 2.64% Add +2.4% 147,292 $82.4M
Serenus Wealth Advisors, LLC 13.64% Reduce -0.8% 146,907 $82.2M
Fort Point Capital Partners LLC 9.17% Reduce -2.6% 146,582 $82.0M
VestGen Advisors, LLC 3.73% — 146,486 $81.9M
Brandywine Trust Co. 12.68% Add +1.7% 146,207 $81.8M
Parker Investment Management, LLC 14.54% Add +108.8% 145,500 $81.4M
M Holdings Securities, Inc. 13.45% Add +27.6% 144,553 $80.9M
Activest Wealth Management 21.58% Add +18.8% 143,830 $80.5M
Sentinel Pension Advisors, LLC 14.75% Reduce -0.0% 143,333 $80.2M
New York Life Insurance Co. 26.80% Reduce -49.4% 142,522 $79.7M
Urban Financial Advisory Corp 43.84% Reduce -0.9% 141,826 $79.3M
Mesirow Financial Investment Management, Inc. 1.54% Add +0.8% 141,781 $79.3M
Jabodon PT Co. 100.00% No change 141,546 $79.2M
Advisory Services Network, LLC 1.52% Reduce -7.0% 141,225 $79.0M
Cercano Management LLC 2.32% Reduce -5.1% 141,074 $78.9M
Public Sector Pension Investment Board 0.34% Add +33.7% 140,862 $78.8M
Total Investment Management Inc. 10.29% Add +7.3% 140,656 $78.7M
Atticus Wealth Management, LLC 25.52% Add +4.6% 139,798 $78.2M
Rwa Wealth Partners, LLC 0.98% Add +27.9% 139,150 $77.8M
St. Louis Trust Co 11.16% Reduce -5.4% 137,690 $77.0M
Two Sigma Advisers, LP 0.17% New 136,450 $76.3M
Whitebox Advisors LLC 6.42% New 136,000 $76.1M
Cornerstone Wealth Group, LLC 6.25% Add +0.4% 134,751 $75.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 12.44% No change 134,657 $75.3M
MSA Advisors, LLC 19.27% Reduce -13.0% 134,528 $75.3M
Pine Valley Investments Ltd Liability Co 4.81% Reduce -1.8% 133,533 $74.9M
Banque Pictet & Cie SA 0.79% Add +27.2% 133,072 $74.4M
Bokf, NA 1.30% Reduce -16.1% 131,554 $73.6M
Independence Bank of Kentucky 11.48% Add +4.7% 131,205 $73.4M
Busey Bank 2.47% Add +2.0% 130,797 $73.2M
V2 Financial group LLC 47.04% Add +3.8% 130,583 $73.0M
Geneos Wealth Management Inc. 2.44% Reduce -18.1% 130,427 $73.0M
Johnson Investment Counsel Inc. 0.70% Reduce -2.0% 130,115 $72.8M
Dynasty Wealth Management, LLC 1.21% Add +8.8% 129,680 $72.5M
Keel Point, LLC 5.64% Reduce -8.1% 129,671 $72.5M
Advisor Resource Council 5.85% Add +107.7% 168,779 $72.5M
Orion Porfolio Solutions, LLC 0.71% Reduce -2.6% 129,009 $72.2M
Orion Portfolio Solutions, LLC 0.71% Reduce -2.6% 129,009 $72.2M
Townsquare Capital LLC 0.77% Add +46.6% 128,605 $71.9M
Portland Global Advisors LLC 9.01% Reduce -1.8% 127,851 $71.5M
New England Asset Management Inc. 12.11% Reduce -7.2% 127,424 $71.3M
Lowe Wealth Advisors, LLC 30.18% Reduce -2.4% 126,966 $71.0M
Tucker Asset Management LLC 22.94% Reduce -32.7% 126,605 $70.8M
Oppenheimer & Co. Inc. 1.07% Add +14.3% 126,006 $70.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% No change 126,000 $70.5M
Clearstead Advisors, LLC 1.10% Add +9.2% 125,993 $70.5M
Keystone Financial Group 7.18% Add +0.5% 125,601 $70.3M
Berkeley Capital Partners, LLC 19.33% Add +0.5% 125,521 $70.2M
Summit Financial, LLC 1.97% Add +35.9% 125,348 $70.1M
Financial Counselors Inc. 1.05% Add +3.4% 124,087 $69.4M
TCW Group Inc. 0.62% Add +0.2% 123,735 $69.2M
Choreo, LLC 1.07% Add +165.6% 354,845 $69.0M
Capital Advisors, Ltd. LLC 9.07% Add +0.2% 123,053 $68.8M
Consolidated Investment Group LLC 10.48% Add +1.4% 122,215 $68.4M
First Western Trust Bank 3.27% Add +7.5% 122,128 $68.3M
Evoke Wealth, LLC 1.76% Reduce -3.5% 120,372 $67.5M
Klingman & Associates, LLC 4.11% Add +0.1% 119,956 $67.1M
Mill Creek Capital Advisors, LLC 1.62% Reduce -3.1% 119,733 $67.0M
Gainplan LLC 43.19% Reduce -35.0% 118,535 $66.3M
Select Asset Management & Trust 26.37% Add +6.8% 117,606 $65.8M
Venture Visionary Partners LLC 2.76% Add +1.1% 117,578 $65.8M
BlueCrest Capital Management Ltd 13.33% New 117,163 $65.5M
Fiera Capital Corp 0.24% Reduce -11.6% 116,894 $65.4M
Joel Isaacson & Co., LLC 2.96% Reduce -0.3% 116,833 $65.4M
Capital International Investors 0.01% Add +34.9% 117,551 $65.3M
Evercore Wealth Management, LLC 1.04% Reduce -4.5% 115,423 $64.6M
Lepercq De Neuflize Asset Management LLC 62.41% No change 115,245 $64.5M
Atria Investments, Inc 0.82% Reduce -17.7% 114,425 $64.0M
Stratos Wealth Advisors, LLC 3.50% Reduce -9.9% 114,352 $64.0M
IFG Advisors, LLC 12.20% Reduce -2.3% 113,188 $63.3M
Aristotle Capital Management, LLC 0.13% Reduce -70.9% 113,182 $63.3M
NTV Asset Management LLC 8.34% Add +1.8% 111,913 $62.6M
Barings LLC 1.59% Add +89.5% 111,583 $62.4M
Chevy Chase Trust Holdings, LLC 0.20% Add +0.5% 111,559 $62.4M
Eos Management, L.P. 27.92% Reduce -18.8% 110,736 $61.9M
Kentucky Farm Bureau Mutual Insurance Co 14.33% No change 109,000 $61.0M
Wilmington Savings Fund Society, FSB 1.14% Reduce -0.1% 108,815 $60.9M
Lavaca Capital LLC 27.67% Reduce -3.3% 108,588 $60.7M
Performa Ltd (US), LLC 20.10% Add +1.1% 108,017 $60.4M
West Financial Advisors, LLC 11.46% Reduce -0.8% 107,770 $60.3M
Bawa N Mallick Trust 28.44% No change 107,400 $60.1M
U.S. Capital Wealth Advisors, LLC 1.84% Reduce -0.1% 107,167 $59.9M
Sandy Spring Bank 2.51% Reduce -2.1% 106,906 $59.8M
Westshore Wealth, LLC 25.34% Reduce -1.9% 106,737 $59.7M
Azarias Capital Management, L.P. 33.00% New 106,461 $59.6M
Greenleaf Trust 0.54% Add +2.0% 106,405 $59.5M
Headland Capital, LLC 19.63% Add +2.8% 105,543 $59.0M
Federation des caisses Desjardins du Quebec 0.29% Add +28.1% 105,365 $58.9M
Prospera Financial Services Inc 1.34% Reduce -7.5% 103,964 $58.2M
OMERS ADMINISTRATION Corp 0.51% Reduce -17.8% 103,835 $58.1M
Haverford Trust Co 0.58% Reduce -1.0% 103,741 $58.0M
J.W. Cole Advisors, Inc. 1.80% Add +15.8% 103,511 $57.9M
Graypoint LLC 3.56% Reduce -1.4% 102,065 $57.1M
Novare Capital Management LLC 4.99% Reduce -13.0% 102,015 $57.1M
Shepherd Financial Partners LLC 6.68% Reduce -49.8% 101,902 $57.0M
Kestra Private Wealth Services, LLC 0.95% Add +7.9% 101,762 $56.9M
Perigon Wealth Management, LLC 1.45% Add +2.2% 101,199 $56.6M
Tudor Investment Corporation 0.50% Reduce -45.9% 101,036 $56.5M
Belpointe Asset Management LLC 2.92% Add +4.3% 100,246 $56.1M
Edmond DE Rothschild Holding S.A. 0.99% Reduce -15.3% 99,985 $55.9M
Regions Financial Corp. 0.41% Reduce -0.6% 99,282 $55.5M
LGL Partners, LLC 26.72% Reduce -10.9% 98,725 $55.4M
AdvisorShares Investments LLC 10.83% Add +1.7% 98,563 $55.3M
Proffitt & Goodson Inc. 9.09% Reduce -2.0% 98,700 $55.2M
Cynosure Group, LLC 7.55% Add +2.6% 98,002 $54.8M
Allianz SE 1.46% Add +64.8% 97,949 $54.8M
Candlestick Capital Management LP 2.15% New 97,753 $54.7M
Vanguard Group Inc. 0.00% Add +1.9% 97,709 $54.7M
Freedom Investment Management, Inc. 4.59% Add +4.7% 97,664 $54.6M
Dean, Jacobson Financial Services, LLC 42.00% Reduce -2.5% 97,621 $54.6M
Caprock Group, LLC 1.66% Add +86.0% 96,702 $54.3M
Sapient Capital LLC 1.07% Reduce -2.5% 96,641 $54.2M
Solitude Financial Services 21.03% Add +57.2% 96,797 $54.1M
Legacy Wealth Management, LLC / MS 17.70% Add +0.2% 96,785 $54.1M
Stock Yards Bank & Trust Co. 1.93% Reduce -6.0% 96,635 $54.1M
SteelPeak Wealth, LLC 2.29% Add +8.7% 96,043 $53.9M
D.A. Davidson & Co. 0.43% Add +0.8% 96,040 $53.7M
Embree Financial Group 8.98% Reduce -1.7% 95,864 $53.6M
Natixis Advisors, LLC 0.10% Reduce -6.6% 95,702 $53.5M
Crewe Advisors LLC 7.49% Reduce -1.6% 95,335 $53.3M
Meridian Wealth Management, LLC 2.57% Add +1.5% 94,910 $53.1M
Curi Capital, LLC 1.31% Reduce -25.2% 94,659 $53.1M
Capasso Planning Partners LLC 22.18% Reduce -15.7% 94,713 $53.0M
Bremer Bank National Association 9.43% Add +65.7% 94,643 $52.9M
Sigma Planning Corp 1.69% Add +1.4% 94,481 $52.9M
Yousif Capital Management, LLC 0.61% Add +25.2% 94,052 $52.6M
Becker Capital Management Inc. 1.72% Add +0.9% 93,247 $52.3M
Modera Wealth Management, LLC 0.70% Add +1.0% 93,073 $52.1M
Fidelis Capital Partners, LLC 5.53% Add +24.1% 94,495 $52.0M
Independent Financial Group, LLC 1.78% Reduce -8.7% 92,775 $51.9M
Stone House Investment Management, LLC 10.49% Add +34.8% 92,507 $51.7M
Arkos Global Advisors 7.58% Reduce -2.0% 92,291 $51.6M
SFG Wealth Management, LLC. 25.00% Add +1.4% 91,499 $51.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.32% Add +1.7% 91,495 $51.2M
J.Safra Asset Management Corp 4.15% Add +9.8% 91,138 $51.0M
First Financial Bank - Trust Division 4.91% Add +4.5% 90,465 $50.6M
Woodard & Co. Asset Management Group Inc. 10.56% Add +0.7% 90,307 $50.5M
Unisphere Establishment 0.44% Add +28.6% 90,000 $50.3M
Spire Wealth Management 1.61% Reduce -1.2% 89,952 $50.3M
All Terrain Financial Advisors, LLC 19.59% Add +4.9% 89,860 $50.3M
Granby Capital Management, LLC 26.98% No change 89,500 $50.1M
Choate Investment Advisors 1.23% Reduce -3.8% 88,759 $49.7M
GWN Securities Inc. 2.79% Add +436.7% 84,899 $49.5M
4Thought Financial Group Inc. 30.51% Add +6.0% 88,276 $49.4M
Waldron Private Wealth LLC 2.33% Reduce -0.8% 88,103 $49.3M
Greenhouse Wealth Management, LLC 36.71% Reduce -6.1% 87,833 $49.1M
Curtis Advisory Group, LLC 14.39% Reduce -25.1% 87,578 $49.0M
Robertson Stephens Wealth Management, LLC 1.83% Reduce -14.3% 87,222 $48.9M
Potentia Wealth 22.80% Add +0.8% 86,958 $48.6M
Cumberland Advisors Inc. 22.00% Reduce -2.8% 86,748 $48.5M
Factory Mutual Insurance Co. 0.56% Add +1.6% 86,550 $48.4M
Summit Trail Advisors, LLC 1.59% Add +10.4% 86,095 $48.3M
First National Trust Co 1.94% Reduce -13.8% 86,164 $48.2M
IHT Wealth Management, LLC 1.50% Reduce -7.1% 85,924 $48.1M
Farther Finance Advisors, LLC 1.21% Add +54.2% 84,669 $47.5M
Nicholas Hoffman & Company, LLC. 1.78% Reduce -0.2% 83,844 $46.9M
CreativeOne Wealth, LLC 1.40% Reduce -3.9% 83,802 $46.9M
Simmons Bank 3.53% Reduce -2.1% 83,640 $46.8M
Chicago Partners Investment Group LLC 1.55% Reduce -2.4% 82,828 $46.5M
Gladstone Institutional Advisory LLC 2.17% Reduce -0.4% 83,048 $46.5M
United Capital Financial Advisors, LLC 0.40% Reduce -3.5% 83,021 $46.4M
Aptus Capital Advisors, LLC 0.52% Reduce -1.5% 82,467 $46.1M
Allie Family Office LLC 25.25% Add +1.6% 82,183 $46.0M
Arvest Bank Trust Division 2.89% Reduce -12.2% 81,722 $45.7M
Connors Investor Services Inc. 4.53% Reduce -9.9% 81,491 $45.6M
Matauro, LLC 9.23% Add +27.2% 81,255 $45.5M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 21.11% New 80,972 $45.3M
Aua Capital Management, LLC 29.44% Add +2.1% 80,873 $45.2M
Capital Management Associates, Inc 10.24% Add +114.4% 80,864 $45.2M
Anchor Capital Management Group Inc 20.60% Reduce -20.0% 80,000 $44.8M
Atalanta Sosnoff Capital, LLC 1.07% Add +56.8% 79,912 $44.7M
Flagship Harbor Advisors, LLC 2.35% Reduce -27.3% 79,871 $44.7M
Israel Discount Bank of New York 33.95% Add +3.3% 78,963 $44.2M
SVB Wealth LLC 1.81% Reduce -5.9% 78,791 $44.1M
Lazard Freres Gestion S.A.S. 1.07% Add +4.6% 78,413 $43.9M
Beacon Bank & Trust 10.69% Reduce -10.6% 78,393 $43.9M
Lindbrook Capital, LLC 4.03% Reduce -3.8% 78,185 $43.7M
Galilei Investment Office LLP 23.53% No change 77,655 $43.4M
Merit Financial Group, LLC 0.65% Reduce -18.9% 76,989 $43.1M
Generali Investments CEE, investicni spolecnost, a.s. 4.00% No change 76,800 $43.0M
IFG Advisory, LLC 2.38% Add +3.2% 76,794 $43.0M
Sowell Financial Services LLC 1.95% Add +9.5% 76,513 $42.8M
Farmers Trust Co. 8.04% Reduce -0.5% 76,391 $42.7M
Rathbones Group PLC 0.21% Add +1.8% 76,165 $42.6M
Kaleidoscope Capital LP 25.17% Add +0.3% 75,682 $42.3M
Dakota Wealth Management 0.99% Add +2.5% 75,523 $42.2M
Fiduciary Alliance LLC 4.15% Add +22.1% 75,365 $42.2M
Signaturefd, LLC 0.80% Add +6.6% 75,194 $42.1M
Systematic Alpha Investments, LLC 1.61% No change 75,170 $42.0M
Oppenheimer Asset Management Inc. 0.52% Add +27.1% 75,133 $42.0M
Frank, Rimerman Advisors LLC 3.33% Reduce -4.7% 75,094 $42.0M
AE Wealth Management LLC 0.35% Reduce -55.7% 75,092 $42.0M
Global Endowment Management, LP 5.46% New 75,083 $42.0M
Financial Advocates Investment Management 2.95% Reduce -17.9% 74,989 $41.9M
Flputnam Investment Management Co. 0.78% Reduce -3.9% 74,586 $41.7M
CW Advisors, LLC 0.50% Add +2.8% 74,170 $41.5M
Mechanics Bank Trust Department 5.66% Reduce -4.2% 74,214 $41.5M
Insigneo Advisory Services, LLC 4.28% Add +3.1% 74,093 $41.4M
Klingenstein Fields & Co. LP 1.75% Add +0.9% 73,601 $41.2M
Lutz Financial Services LLC 3.37% Reduce -1.3% 73,497 $41.1M
Argent Trust Co 1.68% Reduce -1.8% 73,342 $41.0M
Signal Advisors Wealth, LLC 4.01% Add +22.1% 73,296 $41.0M
Diversify Wealth Management, LLC 3.04% Add +0.1% 73,902 $41.0M
Atlantic Private Wealth, LLC 30.14% Reduce -7.4% 72,883 $40.8M
Retirement Income Solutions, Inc. 8.47% Reduce -0.4% 72,384 $40.5M
Element Pointe Advisors, LLC 9.83% No change 72,256 $40.4M
Fifth Third Securities, Inc. 3.37% Add +11.9% 71,382 $39.9M
Lebenthal Global Advisors, LLC 7.39% Add +79.9% 70,481 $39.4M
Benjamin Edwards Inc. 0.55% Add +148.9% 70,458 $39.4M
Seven Post Investment Office LP 15.05% Reduce -1.0% 70,420 $39.4M
B. Riley Wealth Advisors, Inc. 1.19% Add +11.7% 70,238 $39.3M
Kozak & Associates, Inc. 9.73% Reduce -0.1% 72,318 $39.0M
Schusterman Interests, LLC 97.42% No change 69,517 $38.9M
Anfield Capital Management, LLC 14.26% Add +0.3% 69,021 $38.6M
Medici Capital LLC 46.95% Reduce -7.4% 68,900 $38.5M
Canandaigua National Bank & Trust Co. 3.83% Add +0.9% 68,510 $38.3M
Naman Capital Ltda 14.97% Add +39.6% 68,191 $38.1M
Carnegie Investment Counsel 0.89% Reduce -1.9% 74,452 $37.6M
Harel Insurance Investments & Financial Services Ltd. 0.49% Reduce -2.8% 66,954 $37.5M
Principal Financial Group Inc. 0.02% Add +3.0% 66,683 $37.3M
Bluespring Wealth Management, LLC 3.80% Reduce -2.4% 66,379 $37.2M
Bank Pictet & Cie (Europe) AG 0.88% Reduce -9.5% 66,286 $37.1M
Washburn Capital Management, Inc. 24.10% Add +0.7% 65,517 $36.6M
Tiller Private Wealth, Inc. 15.26% Add +1.4% 65,472 $36.6M
Hobart Private Capital, LLC 9.14% Reduce -23.7% 65,354 $36.6M
North Star Investment Management Corp. 2.66% Reduce -2.6% 65,348 $36.6M
Olympus Wealth Management, LLC 16.00% Reduce -42.8% 65,150 $36.4M
Caldwell Trust Co 3.91% Add +3.2% 65,119 $36.4M
Clear Harbor Asset Management, LLC 2.86% Add +0.8% 64,398 $36.0M
Commonwealth Financial Services, LLC 7.36% Reduce -1.4% 64,202 $35.9M
Shilanski & Associates, Inc. 11.18% Add +3.5% 64,042 $35.8M
Mgo One Seven LLC 1.39% Reduce -19.7% 63,964 $35.8M
Hengehold Capital Management LLC 3.40% Add +10.3% 63,921 $35.8M
MTC Wealth Management LLC 17.53% Add +24.3% 63,814 $35.7M
Verger Capital Management LLC 15.67% Add +14.3% 63,694 $35.6M
Atlas Private Wealth Advisors 4.94% Add +98.8% 63,385 $35.5M
Millennium Management 0.04% Reduce -87.7% 63,292 $35.4M
IPG Investment Advisors LLC 7.99% Add +46.2% 62,952 $35.3M
RedJay Asset Management Inc. 19.08% New 63,101 $35.3M
LM Advisors LLC 6.40% Add +8.4% 63,051 $35.3M
Bridgewater Advisors Inc. 3.05% Reduce -0.1% 63,502 $35.2M
Attessa Capital LLC 22.98% Add +8.1% 62,801 $35.1M
Harbour Investments, Inc. 1.00% Reduce -4.9% 62,654 $35.0M
Aspen Grove Capital, LLC 6.74% Add +0.2% 62,427 $35.0M
AXA S.A. 0.12% No change 62,429 $34.9M
Trinity Financial Advisors LLC 12.59% Reduce -0.3% 64,843 $34.9M
Boothbay Fund Management, LLC 1.26% Add +8536.8% 62,185 $34.8M
Greenberg Financial Group 14.50% — 53,476 $34.8M
Cullinan Associates Inc. 2.45% Reduce -6.8% 62,046 $34.7M
Engineers Gate Manager LP 0.58% Add +47.5% 61,955 $34.7M
Apollon Wealth Management, LLC 0.76% Reduce -7.3% 61,667 $34.5M
Pitcairn Co. 2.08% Add +1.0% 61,635 $34.5M
Inscription Capital, LLC 5.65% — 65,419 $34.2M
Sig Brokerage, LP 9.96% New 61,076 $34.2M
Associated Banc-Corp 1.04% Reduce -3.9% 61,070 $34.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 8.51% Reduce -5.5% 60,881 $34.1M
Wealth Advisory Solutions, LLC 9.03% Reduce -3.4% 61,029 $34.1M
Hanover Advisors Inc. 14.75% Reduce -5.5% 60,789 $34.0M
Centaurus Financial, Inc. 2.06% Reduce -4.0% 60,719 $34.0M
Jackson, Grant Investment Advisers, Inc. 13.11% Reduce -0.7% 60,530 $33.9M
HM Payson & Co. 0.59% Reduce -0.0% 60,510 $33.9M
IFP Advisors, Inc 1.04% Reduce -47.5% 60,401 $33.8M
Zacks Investment Management 0.32% Reduce -9.0% 60,359 $33.8M
Aspiriant, LLC 1.17% Reduce -0.8% 60,356 $33.8M
Safeguard Investment Advisory Group, LLC 9.17% Reduce -0.0% 60,322 $33.8M
Dumont & Blake Investment Advisors LLC 9.45% Reduce -0.4% 60,288 $33.7M
First Nebraska Trust Co 3.33% Add +2.7% 60,237 $33.7M
iA Global Asset Management Inc. 0.58% Reduce -3.4% 59,973 $33.5M
Bank Hapoalim BM 4.98% Reduce -2.6% 59,143 $33.1M
Humankind Investments LLC 8.59% No change 59,140 $33.1M
Janus Henderson Group PLC 0.02% Reduce -12.6% 59,097 $32.8M
Calamos Wealth Management LLC 1.66% Add +6.6% 58,612 $32.8M
King Luther Capital Management Corp. 0.15% Reduce -16.3% 58,589 $32.8M
Benchmark Financial Wealth Advisors, LLC 12.37% Reduce -24.7% 58,563 $32.8M
Midwest Professional Planners, LTD. 10.14% Reduce -15.7% 58,271 $32.6M
Unique Wealth, LLC 6.14% Add +15.9% 58,060 $32.5M
Birinyi Associates Inc. 10.48% Reduce -9.7% 58,022 $32.5M
Fayez Sarofim & Co 0.08% Add +80.4% 57,969 $32.4M
Crestwood Advisors Group, LLC 0.61% Add +2.2% 57,699 $32.3M
OneDigital Investment Advisors LLC 0.38% Reduce -7.6% 57,359 $32.1M
Tyche Wealth Partners LLC 6.92% Add +54.4% 57,139 $32.0M
Mine & Arao Wealth Creation & Management, LLC. 15.57% Reduce -1.2% 57,074 $31.9M
Chesley Taft & Associates LLC 1.54% Reduce -2.4% 56,911 $31.8M
Marmo Financial Group, LLC 17.41% Add +0.3% 56,887 $31.8M
Soundwatch Capital LLC 14.44% Reduce -89.2% 56,685 $31.7M
Teachers Retirement System of the State of Kentucky 0.29% No change 56,594 $31.7M
Proficio Capital Partners LLC 2.44% Reduce -32.4% 56,362 $31.6M
&partners 0.33% Add +26.2% 56,720 $31.5M
Adirondack Trust Co. 12.24% Add +0.3% 56,005 $31.3M
LSP Investment Advisors, LLC 26.91% No change 55,990 $31.3M
Kingswood Wealth Advisors, LLC 2.86% Reduce -30.8% 55,858 $31.3M
Granite FO LLC 17.75% Add +0.5% 55,857 $31.2M
Evermay Wealth Management LLC 4.09% Reduce -0.7% 55,518 $31.1M
King Wealth Management Group 4.70% Add +4.7% 55,460 $31.0M
ZEGA Investments, LLC 9.11% Add +4.7% 55,447 $31.0M
Yelin Lapidot Holdings Management Ltd. 5.99% Reduce -11.3% 55,410 $31.0M
Kellett Wealth Advisors, LLC 21.46% Add +1.0% 55,378 $31.0M
Yeomans Consulting Group, Inc. 11.97% Add +2088.6% 55,350 $31.0M
Crescent Grove Advisors, LLC 3.22% Reduce -2.3% 54,985 $30.9M
Redhawk Wealth Advisors, Inc. 4.13% Reduce -0.2% 54,962 $30.7M
Soltis Investment Advisors LLC 2.75% Add +70.2% 54,927 $30.7M
Ninepoint Partners LP 5.39% Reduce -2.8% 54,900 $30.7M
Johnson Financial Group, Inc. 1.50% Reduce -5.7% 54,707 $30.7M
Brighton Jones LLC 0.99% Reduce -6.2% 54,862 $30.7M
Maven Securities LTD 6.70% Reduce -75.5% 54,769 $30.6M
Kera Capital Partners, Inc. 9.09% Add +4.5% 54,658 $30.6M
Hapanowicz & Associates Financial Services, Inc 17.02% Add +9.1% 54,636 $30.6M
Cary Street Partners Financial LLC 0.96% Reduce -7.0% 54,601 $30.5M
FFT Wealth Management LLC 6.38% Reduce -70.7% 54,356 $30.5M
Roth Financial Partners LLC 12.03% Reduce -1.8% 54,471 $30.5M
Norden Group LLC 3.49% Add +105.4% 54,218 $30.3M
Cardiff Park Advisors, LLC 2.93% Reduce -2.8% 54,181 $30.3M
Fortis Capital Advisors, LLC 6.14% Reduce -10.6% 54,094 $30.3M
Glen Eagle Advisors, LLC 5.00% Add +1.5% 53,973 $30.2M
MPWM Advisory Solutions, LLC 21.74% Add +0.3% 53,560 $30.0M
Howland Capital Management LLC 1.33% Reduce -2.1% 53,323 $29.9M
Capital Wealth Planning, LLC 0.26% Add +1.5% 53,209 $29.8M
Allspring Global Investments Holdings, LLC 0.05% Reduce -11.4% 52,914 $29.7M
TCV Trust & Wealth Management, Inc. 2.75% Reduce -1.2% 53,032 $29.7M
Swiss Life Asset Management Ltd 0.22% Add +15.2% 53,000 $29.6M
Pinnacle Wealth Management Advisory Group, LLC 2.76% Add +1.4% 52,874 $29.6M
OAKMONT Corp 5.83% Reduce -0.5% 52,822 $29.5M
Callan Family Office, LLC 2.21% Add +2.4% 52,720 $29.5M
Smith, Moore & Co. 2.73% Add +0.4% 52,639 $29.4M
Strategic Equity Management 12.37% Add +1.7% 52,608 $29.4M
BigSur Wealth Management LLC 7.97% Reduce -1.6% 52,445 $29.4M
Sanchez Wealth Management Group 7.96% Add +6.8% 52,383 $29.3M
Schechter Investment Advisors, LLC 2.41% Reduce -7.6% 52,288 $29.2M
Clarius Group, LLC 1.84% Add +31.8% 52,279 $29.2M
Wedbush Securities Inc. 1.07% Add +11.1% 52,145 $29.2M
Trustmark Bank Trust Department 2.16% Add +0.1% 52,071 $29.1M
Verdence Capital Advisors LLC 2.22% Add +6.4% 51,950 $29.1M
First Heartland Consultants, Inc. 2.99% Reduce -2.2% 51,761 $29.0M
Capital Group Private Client Services, Inc. 0.28% Reduce -13.9% 51,674 $28.9M
Foguth Wealth Management, LLC. 7.00% Add +29.9% 51,573 $28.8M
Mission Wealth Management, LP 0.72% Reduce -1.0% 51,524 $28.8M
Curated Wealth Partners LLC 3.73% Add +0.5% 51,509 $28.8M
Ironsides Asset Advisors, LLC 8.45% Reduce -22.7% 51,475 $28.8M
Advance Capital Management, Inc. 1.38% Reduce -5.4% 51,429 $28.8M
Lifestyle Asset Management, Inc. 15.79% Reduce -4.7% 51,349 $28.7M
CoreCap Advisors, LLC 1.26% Add +5.4% 51,314 $28.7M
Wind River Trust Co 12.31% No change 51,273 $28.7M
Fiduciary Trust Co 0.37% Add +2.0% 51,089 $28.6M
First National Corp. /Ma/ 6.28% Add +2.8% 50,877 $28.5M
Taurus Asset Management, LLC 2.88% Add +7.0% 50,778 $28.4M
Black Swift Group, LLC 6.43% Add +63.8% 50,749 $28.4M
HMS Capital Management, LLC 15.72% Reduce -0.5% 56,189 $28.3M
Oxford Financial Group, LTD. LLC 1.98% Add +0.9% 50,552 $28.3M
Great Valley Advisor Group, Inc. 0.61% Add +2.6% 50,343 $28.2M
Lanark Financial, Inc. 2.39% — 50,056 $28.0M
MKT Advisors LLC 13.11% Add +1.6% 55,428 $28.0M
Ciovacco Capital Management LLC 19.48% Reduce -26.8% 49,727 $27.8M
Walleye Capital LLC 0.35% Reduce -79.2% 49,639 $27.8M
Aspect Partners, LLC 15.88% Add +3.0% 49,589 $27.7M
Boston Family Office LLC 1.96% Reduce -3.8% 49,405 $27.6M
Clarity Wealth Advisors, LLC 7.63% Add +4.3% 49,209 $27.5M
Archon Partners LLC 3.33% No change 49,100 $27.5M
Aft, Forsyth & Sober, LLC 9.56% Add +0.1% 49,000 $27.4M
NorthCrest Asset Manangement, LLC 0.83% Add +3.7% 48,941 $27.4M
Migdal Insurance & Financial Holdings Ltd. 0.38% Reduce -12.5% 48,928 $27.3M
Afg Fiduciary Services Limited Partnership 20.02% Add +6.1% 392,786 $27.3M
Thoma Capital Management LLC 18.89% Add +2.7% 48,291 $27.0M
Brave Asset Management Inc. 8.49% Add +40.1% 48,276 $27.0M
Point72 Asset Management 0.08% Add +700.0% 48,000 $26.9M
Pineridge Advisors LLC 10.42% Add +1.1% 47,677 $26.7M
Independent Family Office, LLC 14.01% Add +0.2% 47,632 $26.6M
Cresta Advisors, Ltd. 13.70% Add +16.0% 47,255 $26.4M
State of Wisconsin Investment Board 0.07% Reduce -49.0% 47,040 $26.3M
Capital Investment Advisors, LLC 0.51% Add +16.9% 47,023 $26.3M
Ashton Thomas Private Wealth, LLC 1.01% Add +23.9% 46,849 $26.3M
GM Advisory Group, LLC 1.42% Add +0.3% 46,887 $26.2M
Dorsey & Whitney Trust CO LLC 1.52% Reduce -9.0% 46,883 $26.2M
Calydon Capital 4.86% Add +1.0% 46,727 $26.1M
Jasper Ridge Partners, L.P. 0.84% No change 46,717 $26.1M
BSW Wealth Partners 3.96% Reduce -1.2% 46,628 $26.1M
Montz Harcus Wealth Management LLC 14.24% Reduce -1.5% 46,597 $26.1M
German American Bancorp, Inc. 2.79% Add +0.1% 46,370 $25.9M
Regal Investment Advisors LLC 2.10% Add +10.6% 46,314 $25.9M
Norris Financial Group, LLC 12.04% Reduce -24.9% 46,117 $25.8M
Arthur M. Cohen & Associates, LLC 4.94% Reduce -8.5% 46,029 $25.7M
Amarillo National Bank 4.99% Reduce -5.2% 45,858 $25.7M
Motco 2.69% Reduce -0.0% 45,615 $25.5M
Essex Financial Services, Inc. 1.83% Add +1.3% 45,439 $25.4M
Claro Advisors Inc. 3.40% Add +17.0% 45,368 $25.4M
Prosperity Consulting Group, LLC 1.96% Add +12.5% 45,361 $25.4M
Condor Capital Management 2.35% Reduce -4.2% 45,126 $25.2M
ARS Investment Partners, LLC 2.28% Reduce -0.1% 43,070 $25.2M
KCM Investment Advisors LLC 0.91% Reduce -0.8% 45,073 $25.2M
Ally Financial Inc. 2.82% New 45,000 $25.2M
Burt Wealth Advisors 6.30% Add +1.7% 44,964 $25.2M
Palumbo Wealth Management LLC 8.40% Reduce -12.6% 44,935 $25.1M
Resonant Capital Advisors, LLC 1.75% Reduce -0.8% 44,780 $25.1M
Pettyjohn, Wood & White, Inc. 4.81% Add +0.7% 44,857 $25.1M
Taylor & Morgan Wealth Management, LLC 18.84% Add +1.0% 44,672 $25.0M
Focus Financial Network, Inc. 1.02% Add +6.6% 44,646 $25.0M
Provenance Wealth Advisors, LLC 3.59% Add +4.4% 44,644 $25.0M
Salomon & Ludwin, LLC 2.66% Reduce -0.7% 44,739 $25.0M
Aragon Global Management, LP 9.59% No change 44,580 $24.9M
Firestone Capital Management 6.53% Reduce -0.7% 44,493 $24.9M
JARISLOWSKY, FRASER Ltd 0.16% Add +4.7% 44,233 $24.7M
Fort Washington Investment Advisors Inc. 0.15% Reduce -21.7% 44,191 $24.7M
First Business Financial Services, Inc. 2.42% Add +2.7% 43,995 $24.6M
Angeles Wealth Management, LLC 2.04% Reduce -0.0% 43,922 $24.6M
T. Rowe Price Associates Inc. 0.00% Reduce -42.5% 43,888 $24.6M
Edgestream Partners, L.P. 0.83% Reduce -31.0% 43,811 $24.5M
Three Seasons Wealth, LLC 12.12% New 43,736 $24.5M
Compound Planning, Inc. 1.12% Add +0.5% 43,710 $24.5M
Snowden Capital Advisors LLC 0.78% Add +4.2% 43,352 $24.3M
Securian Asset Management, Inc. 0.73% Reduce -3.7% 43,190 $24.2M
Hantz Financial Services, Inc. 0.42% Reduce -3.0% 42,886 $24.0M
World Investment Advisors 0.62% Add +1.2% 42,756 $23.9M
First International Bank & Trust 7.56% Reduce -5.6% 42,722 $23.9M
Indiana Trust & Investment Management Co 8.65% Reduce -1.1% 42,714 $23.9M
Financial Partners Group, Inc 3.68% Add +8.3% 42,592 $23.8M
SimpliFi, Inc. 10.92% Add +56.2% 42,557 $23.8M
Prostatis Group LLC 7.50% Add +53.5% 42,516 $23.8M
LFA - Lugano Financial Advisors SA 16.17% Add +7.1% 42,509 $23.8M
Welch & Forbes LLC 0.31% Reduce -8.7% 42,427 $23.7M
Sovereign Financial Group, Inc. 5.45% Add +2.1% 42,328 $23.7M
Thompson Siegel & Walmsley LLC 0.40% Reduce -1.7% 42,272 $23.6M
Fluent Financial, LLC 10.30% Reduce -6.9% 42,257 $23.6M
Houlihan Financial Resource Group, Ltd. 10.53% Reduce -2.7% 41,915 $23.4M
LCM Capital Management Inc 13.75% Add +1.8% 41,857 $23.4M
PKS Advisory Services, LLC 6.40% Reduce -88.8% 4,172 $23.4M
Kingsview Wealth Management, LLC 0.44% Add +1.4% 41,591 $23.3M
Family Manage LLC 3.81% Add +6.5% 41,202 $23.0M
Burke & Herbert Bank & Trust Co. 5.53% Add +2.2% 41,118 $23.0M
Moran Wealth Management, LLC 0.77% Reduce -25.4% 41,096 $23.0M
Avior Wealth Management, LLC 0.87% Add +11.4% 41,065 $23.0M
Madison Asset Management, LLC 0.26% Reduce -26.9% 40,939 $22.9M
Veltria Advisors Corp. 14.88% Add +45.9% 40,897 $22.9M
Aviso Financial Inc. 1.13% Add +2.2% 40,853 $22.8M
Black Maple Capital Management LP 17.90% Add +22.4% 40,752 $22.8M
Diversified Portfolios, Inc. 2.39% Add +2.6% 40,624 $22.7M
Legacy Advisors, LLC 2.32% Add +3.5% 40,306 $22.5M
Western Wealth Management, LLC 1.49% Reduce -26.9% 40,264 $22.5M
Whitford Management LLC 28.79% Reduce -80.2% 40,200 $22.5M
RK Capital Management, LLC 21.34% Add +238.1% 40,190 $22.5M
Cadence Bank 1.61% Reduce -1.1% 40,169 $22.5M
Camarda Financial Advisors, LLC 10.13% Add +81.7% 40,160 $22.5M
Central Pacific Bank - Trust Division 3.25% Reduce -0.6% 40,112 $22.4M
Palisade Asset Management, LLC 2.30% Reduce -1.4% 40,105 $22.4M
Baltimore-Washington Financial Advisors, Inc. 1.21% Reduce -1.1% 40,082 $22.4M
Holocene Advisors, LP 0.07% Reduce -54.1% 40,021 $22.4M
Williams Jones Wealth Management, LLC. 0.29% Reduce -7.3% 39,976 $22.4M
Roble, Belko & Company, Inc 3.56% Reduce -1.6% 39,864 $22.3M
Raelipskie Partnership 11.44% Reduce -0.4% 39,776 $22.3M
Kovack Advisors, Inc. 2.35% Reduce -1.5% 39,607 $22.2M
Fsa Wealth Partners, Inc. 8.37% Reduce -63.4% 39,563 $22.1M
Advisory Alpha, LLC 0.75% Add +152.6% 39,547 $22.1M
BluePointe Capital Management, LLC 8.39% Add +113.5% 39,251 $22.0M
Parallel Advisors, LLC 0.50% Add +3.0% 39,373 $22.0M
Guardian Wealth Advisors, LLC 14.08% Add +2.4% 39,241 $22.0M
Jackson Wealth Management, LLC 2.66% Add +551.6% 39,193 $21.9M
Tull Financial Group, Inc. 12.76% Reduce -55.0% 39,160 $21.9M
Spinnaker Trust 1.42% Add +0.8% 38,969 $21.8M
Ameritas Advisory Services, LLC 0.88% Reduce -32.6% 37,810 $21.7M
Capital Advisors Inc. 0.43% Reduce -64.1% 38,727 $21.7M
Boyd Watterson Asset Management LLC 6.98% No change 38,592 $21.6M
O'Dell Group, LLC 5.59% Reduce -7.7% 38,524 $21.6M
Corsair Capital Management, L.P. 5.55% No change 38,503 $21.5M
Confluence Investment Management LLC 0.31% Add +66.3% 38,449 $21.5M
Eagle Capital Management, LLC 9.51% Reduce -14.9% 38,411 $21.5M
Smith Anglin Financial, LLC 2.27% Reduce -0.5% 38,373 $21.5M
Armstrong Advisory Group, Inc. 1.71% No change 36,595 $21.4M
Procyon Advisors, LLC 1.30% Reduce -3.2% 38,308 $21.4M
Ritholtz Wealth Management 0.64% Reduce -79.7% 38,048 $21.3M
PFG Investments, LLC 1.36% Add +2.6% 37,972 $21.2M
BLB&B Advisors, LLC 1.08% Add +2.0% 37,859 $21.2M
Connecticut Wealth Management, LLC 1.10% Reduce -1.2% 37,667 $21.1M
Capital World Investors 0.00% Reduce -9.9% 37,849 $21.0M
Forvis Mazars Wealth Advisors, LLC 0.50% Reduce -0.3% 37,386 $20.9M
Aristides Capital LLC 7.76% No change 37,339 $20.9M
Brickley Wealth Management 4.32% Reduce -4.9% 37,264 $20.8M
Financial & Tax Architects, LLC 5.22% Reduce -2.5% 37,197 $20.8M
Albion Financial Group 1.47% Add +1.0% 37,155 $20.8M
Chilton Capital Management LLC 0.90% Reduce -3.0% 37,130 $20.8M
DAVENPORT & Co LLC 0.12% Reduce -6.4% 37,071 $20.7M
Blue Edge Capital, LLC 3.32% Add +1.7% 36,924 $20.7M
Wellspring Financial Advisors, LLC 2.30% Reduce -0.1% 36,913 $20.6M
Iron Horse Wealth Management, LLC 6.61% Add +1.8% 36,791 $20.6M
Trust Co. of Oklahoma 7.08% Reduce -2.5% 36,656 $20.5M
Sharp Wealth Advisory, LLC 15.54% Add +299.1% 36,289 $20.3M
J Hagan Capital, Inc. 16.45% — 34,515 $20.2M
Three Bridge Wealth Advisors, LLC 7.00% Add +0.2% 35,878 $20.1M
TrueWealth Advisors, LLC 6.60% Reduce -21.8% 35,906 $20.1M
Leavell Investment Management, Inc. 0.99% Reduce -2.2% 35,723 $20.0M
Segment Wealth Management, LLC 1.35% Reduce -0.5% 35,791 $20.0M
Nepc LLC 0.55% No change 35,789 $20.0M
Watts Gwilliam & Co., LLC 4.34% Add +4.3% 35,776 $20.0M
Belmont Capital, LLC 3.59% No change 35,753 $20.0M
Union Bancaire Privee, UBP SA 0.39% Reduce -39.2% 35,225 $20.0M
Copperwynd Financial, LLC 5.51% Reduce -4.6% 35,683 $20.0M
Compass Planning Associates Inc 20.16% Add +2.1% 35,651 $19.9M
James J. Burns & Company, LLC 3.56% Add +18.8% 35,552 $19.9M
Silvercrest Asset Management Group LLC 0.14% Reduce -52.0% 35,530 $19.9M
Weil Company, Inc. 5.91% Add +93.9% 35,395 $19.8M
Thrive Wealth Management, LLC 3.78% Reduce -4.4% 35,341 $19.8M
Financial Engines Advisors L.L.C. 0.04% Add +1.6% 35,256 $19.7M
Daymark Wealth Partners, LLC 0.85% Reduce -3.9% 35,166 $19.7M
O'shaughnessy Asset Management, LLC 0.16% Reduce -6.0% 35,113 $19.6M
Hilltop Holdings Inc. 1.24% Reduce -5.3% 35,098 $19.6M
Alight Capital Management LP 10.32% New 35,000 $19.6M
Private Trust Co. NA 2.01% Add +14.9% 34,956 $19.6M
Hancock Whitney Corp. 0.64% Reduce -7.6% 34,872 $19.5M
Banque de Luxembourg S.A. 11.13% No change 34,778 $19.5M
Sentinel Trust Co. Lba 2.29% Reduce -1.5% 34,754 $19.4M
Pinebridge Investments, L.P. 0.15% Reduce -19.2% 34,602 $19.4M
Heritage Trust Co 2.34% Add +13.5% 34,548 $19.3M
Aspen Investment Management Inc 8.86% Add +2.0% 34,348 $19.2M
Avidian Wealth Enterprises, LLC 0.85% Reduce -11.7% 34,290 $19.2M
Saiph Capital, LLC 9.16% Reduce -0.9% 34,279 $19.2M
Thomist Capital Management, LP 8.04% New 34,400 $19.1M
Bartlett & Co. Wealth Management LLC 0.28% Add +2.2% 33,998 $19.1M
Hummer Financial Advisory Services Inc 15.31% Add +0.4% 33,610 $18.9M
Meridian Wealth Advisors, LLC 3.19% Reduce -1.2% 33,602 $18.8M
Symmetry Investments LP 1.69% Reduce -58.7% 33,532 $18.8M
Integrity Alliance, Llc. 0.74% Add +224.5% 33,504 $18.7M
Koshinski Asset Management, Inc. 1.59% Add +12.7% 33,419 $18.7M
NewSquare Capital LLC 1.52% Reduce -23.7% 33,292 $18.6M
Pioneer Trust Bank N A 4.89% Add +3.8% 33,183 $18.6M
Tikvah Management LLC 6.42% Reduce -9.9% 33,104 $18.5M
Arkadios Wealth Advisors 0.70% Add +72.2% 33,009 $18.5M
Blue Investment Partners LLC 6.94% Add +3.0% 32,978 $18.4M
Second Line Capital, LLC 4.72% Add +1.4% 32,660 $18.3M
Delta Financial Advisors LLC 6.88% Add +0.1% 32,741 $18.3M
Cobblestone Capital Advisors LLC 1.00% Reduce -4.9% 32,728 $18.3M
Resolute Advisors LLC 5.27% Add +1.4% 32,576 $18.3M
Baron Financial Group, LLC 11.44% Add +0.2% 32,519 $18.2M
Aprio Wealth Management, LLC 2.28% Reduce -1.9% 32,491 $18.2M
Seven Mile Advisory 12.12% Add +0.1% 32,473 $18.2M
Country Club Bank 1.22% Reduce -0.2% 32,670 $18.2M
CX Institutional 0.68% Reduce -17.5% 32,387 $18.1M
Central Bank & Trust Co. 3.01% Add +1.6% 32,175 $18.0M
PCG Asset Management, LLC 16.81% Reduce -1.2% 32,119 $18.0M
Gateway Wealth Partners, LLC 4.03% Reduce -1.2% 32,099 $18.0M
Gillson Capital LP 1.53% New 32,046 $17.9M
Reyes Financial Architecture, Inc. 13.14% Add +29.1% 31,910 $17.9M
Beacon Investment Advisory Services, Inc. 0.83% Reduce -20.0% 31,874 $17.8M
Accurate Wealth Management, LLC 3.40% Add +9.8% 33,390 $17.8M
WealthBridge Capital Management, LLC 5.00% Add +6.7% 31,616 $17.7M
Clarus Wealth Advisors 9.45% Add +16.0% 32,221 $17.7M
Lazard Asset Management LLC 0.03% Reduce -29.5% 31,551 $17.6M
Hardy Reed LLC 1.55% Reduce -11.5% 31,491 $17.6M
Royal Capital Wealth Management, LLC 12.34% Add +0.4% 31,471 $17.6M
Magnolia Capital Management Ltd. 15.07% Reduce -4.9% 31,406 $17.6M
Avestar Capital, LLC 1.67% Add +12.2% 31,401 $17.6M
New England Private Wealth Advisors LLC 2.71% Reduce -4.6% 31,380 $17.6M
Coastline Trust Co 2.17% Reduce -3.0% 31,192 $17.4M
Penobscot Investment Management Company, Inc. 1.64% Add +2.6% 31,182 $17.4M
Seaview Investment Managers LLC 4.23% Add +10.7% 31,142 $17.4M
Ameritas Investment Partners, Inc. 0.60% Reduce -9.8% 31,122 $17.4M
Clark Financial Services Group Inc. 12.00% Add +57.8% 30,976 $17.3M
Genesis Wealth Advisors, LLC 14.03% Add +7.1% 30,967 $17.3M
First Manhattan Co. Llc. 0.05% Reduce -3.0% 30,843 $17.3M
E&G Advisors, LLC 4.88% Add +4.4% 30,922 $17.3M
Strategic Blueprint, LLC 0.94% Add +4.1% 30,906 $17.3M
Henshaw Capital LLC 0.76% No change 30,900 $17.3M
Romano Brothers and Company 2.23% Reduce -2.1% 30,853 $17.3M
Insight Advisors, LLC/ PA 3.02% Add +9.6% 30,818 $17.2M
Safe Harbor Fiduciary, LLC 17.83% Reduce -0.6% 30,812 $17.2M
JCP Investment Management, LLC 10.61% No change 30,669 $17.2M
Oakworth Capital, Inc. 1.19% Reduce -1.5% 30,598 $17.1M
Q Global Advisors, LLC 14.02% New 30,541 $17.1M
Evergreen Capital Management LLC 0.57% Add +2.0% 30,418 $17.1M
Nilsine Partners, LLC 1.87% Add +8.4% 30,504 $17.1M
J. Safra Sarasin Holding AG 0.31% Add +0.7% 30,512 $17.1M
Cornerstone Capital, Inc. 1.83% Reduce -3.4% 30,474 $17.0M
Intrepid Financial Planning Group LLC 7.89% Reduce -2.4% 30,460 $17.0M
Ellis Investment Partners, LLC 3.52% Add +13.6% 30,460 $17.0M
McHugh Group, LLC 13.06% Add +13.8% 30,399 $17.0M
TKG Advisors, LLC 8.38% Add +5.3% 30,373 $17.0M
Dohj, LLC 3.88% Reduce -0.1% 30,351 $17.0M
Sepio Capital, LP 1.34% Reduce -1.4% 30,313 $17.0M
Sei Investments Co. 0.02% Add +4.0% 30,308 $17.0M
LifeSteps Financial, Inc. 13.71% Reduce -0.6% 30,221 $16.9M
Paragon Financial Partners, Inc. 13.23% Reduce -0.4% 30,199 $16.9M
Sharkey, Howes & Javer 2.41% Reduce -15.4% 30,084 $16.8M
Affinity Asset Advisors, LLC 2.78% New 30,000 $16.8M
Sincerus Advisory, LLC 17.68% Reduce -0.6% 29,965 $16.8M
Beacon Bridge Wealth Partners, LLC 7.14% Reduce -13.1% 29,900 $16.7M
Legal & General Group Plc 0.00% No change 29,900 $16.7M
Kennicott Capital Management LLC 10.86% Reduce -36.9% 29,759 $16.6M
Titleist Asset Management, LLC 1.93% Add +15.0% 29,759 $16.6M
Stevens Capital Management LP 4.12% Add +8127.1% 29,700 $16.6M
Signature Estate & Investment Advisors LLC 0.44% Add +1.6% 29,670 $16.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.31% Add +3.0% 29,658 $16.6M
CENTRAL TRUST Co 0.41% Reduce -21.8% 29,638 $16.6M
Kesler, Norman & Wride, LLC 3.14% Add +1.3% 29,509 $16.5M
Salem Investment Counselors Inc. 0.57% Add +2.7% 29,431 $16.5M
Quadrant Capital Group LLC 0.61% Reduce -35.6% 29,495 $16.5M
L & S Advisors Inc 2.32% Reduce -60.9% 29,479 $16.5M
Palisades Hudson Asset Management, L.P. 7.47% Reduce -21.8% 29,434 $16.5M
Solstein Capital, LLC 9.58% Reduce -0.1% 29,433 $16.5M
Quintet Private Bank (Europe) S.A. 0.96% Reduce -17.8% 29,250 $16.4M
Invictus Private Wealth, LLC 1.29% Reduce -0.2% 29,053 $16.3M
YHB Investment Advisors, Inc. 1.35% Reduce -4.7% 28,932 $16.2M
Tolleson Wealth Management, Inc. 3.12% Reduce -2.2% 28,839 $16.2M
Kaizen Financial Strategies 9.36% Add +6.3% 28,840 $16.1M
Cypress Capital, LLC 4.64% Add +0.5% 28,754 $16.1M
Plante Moran Financial Advisors, LLC 1.38% Add +0.6% 28,699 $16.1M
Scharf Investments, LLC 0.48% Reduce -82.9% 28,660 $16.0M
Mainsail Financial Group, LLC 9.06% Add +5.9% 28,593 $16.0M
Bleichroeder LP 4.27% No change 28,570 $16.0M
Hibernia Wealth Partners, LLC 11.32% New 29,574 $15.9M
Arete Wealth Advisors, LLC 1.21% Reduce -5.7% 28,401 $15.9M
Composition Wealth, LLC 0.32% Add +2.5% 28,377 $15.9M
AdvisorNet Financial, Inc 1.18% Add +35.9% 28,345 $15.9M
Bfsg, LLC 1.92% Reduce -23.3% 28,266 $15.8M
American Investment Services, Inc. 2.78% Reduce -0.0% 28,226 $15.8M
Invesco Ltd. 0.00% Add +548.9% 28,220 $15.8M
Sanders Morris Harris LLC 2.46% Add +21.1% 28,115 $15.8M
Patton Fund Management, Inc. 3.81% Reduce -1.1% 28,131 $15.7M
West Branch Capital LLC 5.25% Add +3.8% 28,126 $15.7M
Lodestar Private Asset Management LLC 1.98% Reduce -1.4% 28,118 $15.7M
Sachetta, LLC 6.42% Add +0.3% 27,986 $15.7M
Bulltick Wealth Management, LLC 4.15% Add +115.4% 27,860 $15.6M
Coldstream Capital Management Inc. 0.33% Add +2.0% 27,887 $15.6M
Capital Advisory Group Advisory Services, LLC 5.94% Reduce -14.5% 27,812 $15.6M
Tocqueville Asset Management L.P. 0.25% Reduce -5.7% 27,760 $15.5M
Apriem Advisors 1.81% Add +2.3% 27,659 $15.5M
Addison Capital Co 6.05% Add +27.6% 27,589 $15.4M
Y.D. More Investments Ltd 1.35% Reduce -3.6% 27,526 $15.4M
GC Wealth Management RIA, LLC 2.82% Add +1.0% 27,497 $15.4M
Wealth Architects, LLC 1.69% Add +1.5% 27,434 $15.3M
Neumann Capital Management, LLC 5.29% Reduce -0.6% 27,373 $15.3M
Anb Bank 6.83% Add +12.4% 27,307 $15.3M
Sax Wealth Advisors, LLC 1.09% Add +2.3% 27,261 $15.2M
Moors & Cabot, Inc. 0.77% Add +3.9% 27,222 $15.2M
Caas Capital Management LP 7.22% Reduce -30.5% 27,191 $15.2M
Basso Capital Management, L.P. 12.92% No change 27,126 $15.2M
Fi3 FINANCIAL ADVISORS, LLC 6.15% Reduce -3.7% 27,088 $15.2M
Virtue Capital Management, LLC 1.77% Reduce -20.4% 27,114 $15.1M
Perennial Investment Advisors, LLC 1.71% Add +15.1% 27,075 $15.1M
IMA Advisory Services, Inc. 1.79% Add +2.0% 27,031 $15.1M
EverSource Wealth Advisors, LLC 0.83% Add +73.5% 27,023 $15.1M
Moneco Advisors, LLC 1.57% Reduce -1.8% 27,022 $15.1M
Relyea Zuckerberg Hanson LLC 2.03% Add +0.2% 26,991 $15.1M
Founders Capital Management, LLC 2.80% Reduce -2.4% 26,980 $15.1M
American Asset Management Inc. 15.00% Reduce -7.0% 26,962 $15.1M
Rockbridge Investment Management, LCC 1.78% Reduce -0.8% 26,949 $15.1M
Smithbridge Asset Management Inc. 2.79% — 26,939 $15.1M
Winthrop Advisory Group LLC 1.81% Reduce -15.8% 26,834 $15.1M
Verity Asset Management, Inc. 6.13% Reduce -25.6% 26,911 $15.1M
Optas, LLC 2.62% No change 26,906 $15.1M
Trifecta Capital Advisors, LLC 3.15% Reduce -4.2% 26,899 $15.0M
Calton & Associates, Inc. 3.43% Add +63.1% 26,892 $15.0M
Peterson Wealth Management 10.09% Add +1.7% 26,795 $15.0M
Ethos Financial Group, LLC 1.43% Add +9.4% 25,507 $14.9M
Berger Financial Group, Inc 1.04% Add +7.3% 26,697 $14.9M
PFG Advisors 0.83% Add +1.8% 26,690 $14.9M
PCG Wealth Advisors, LLC 5.21% Add +4.5% 26,672 $14.9M
Icon Wealth Advisors, LLC 1.23% Add +1.2% 26,656 $14.9M
SouthState Bank Corp 0.68% Reduce -0.1% 26,646 $14.9M
Gryphon Financial Partners LLC 2.20% Reduce -4.4% 26,574 $14.9M
Atlantic Union Bankshares Corp 0.90% Reduce -3.4% 26,558 $14.9M
Axxcess Wealth Management, LLC 0.41% Add +20.1% 34,612 $14.9M
Measured Wealth Private Client Group, LLC 4.76% Reduce -0.5% 26,522 $14.8M
Twin Focus Capital Partners, LLC 2.30% Add +16.1% 26,477 $14.8M
Mycio Wealth Partners, LLC 3.49% Add +1.7% 26,434 $14.8M
Osborne Partners Capital Management, LLC 0.85% Reduce -28.1% 26,433 $14.8M
Dynamic Advisor Solutions LLC 0.49% Reduce -19.3% 26,429 $14.8M
Cornerstone Wealth Management, LLC 1.00% Reduce -12.7% 26,424 $14.8M
Stelac Advisory Services LLC 6.09% Reduce -0.5% 26,359 $14.8M
Integrity Financial Corp 8.35% Add +0.2% 26,216 $14.7M
Oldfather Financial Services, LLC 5.58% Add +1.0% 26,287 $14.7M
Legacy Trust 3.54% Add +0.2% 26,252 $14.7M
Pinnacle Family Advisors, LLC 7.95% Reduce -21.1% 26,143 $14.6M
Transcend Capital Advisors, LLC 1.05% Reduce -34.1% 26,134 $14.6M
Financial Management Professionals, Inc. 1.86% Add +84.1% 26,059 $14.6M
Rothschild Investment LLC 0.97% Add +3.5% 26,005 $14.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 6.00% Add +1.3% 27,658 $14.5M
George Kaiser Family Foundation 2.13% New 25,920 $14.5M
Prescott Group Capital Management, L.L.C. 2.10% Add +129.3% 25,920 $14.5M
Legacy Capital Wealth Partners, LLC 3.55% Reduce -3.8% 75,690 $14.4M
Flagship Private Wealth, LLC 6.84% Reduce -3.1% 25,679 $14.4M
Larson Financial Group LLC 0.68% Add +20.5% 25,651 $14.3M
Beacon Capital Management, Inc. 0.71% Reduce -77.5% 24,123 $14.3M
Fiducient Advisors LLC 1.76% Reduce -5.4% 25,158 $14.1M
Wesbanco Bank Inc. 0.49% Add +1.6% 25,139 $14.1M
BOS Asset Management, LLC 4.85% Add +2.2% 25,133 $14.1M
Private Advisory Group LLC 1.60% Reduce -18.3% 25,032 $14.0M
Fifth Lane Capital, LP 62.93% No change 25,000 $14.0M
Ikarian Capital, LLC 4.56% New 25,000 $14.0M
Bell Bank 0.76% Add +1.1% 25,000 $14.0M
Marco Investment Management LLC 1.30% Add +3.8% 24,998 $14.0M
Gerber Kawasaki Wealth & Investment Management 0.63% Add +5.2% 24,955 $14.0M
Okabena Investment Services Inc. 3.51% No change 24,954 $14.0M
Brown, Lisle/Cummings, Inc. 4.04% Add +2.4% 24,927 $13.9M
Moneywise, Inc. 7.38% Add +4.0% 24,911 $13.9M
Aaron Wealth Advisors LLC 1.59% Reduce -8.3% 24,819 $13.9M
GEM Asset Management, LLC 7.77% Reduce -2.4% 24,744 $13.9M
PFC Capital Group, Inc. 7.00% Reduce -1.0% 24,811 $13.9M
Gridiron Partners, LLC 8.86% Reduce -4.8% 24,761 $13.9M
Florida Trust Wealth Management Co 0.45% Reduce -2.5% 24,740 $13.8M
Smith Chas P & Associates Pa Cpas 0.80% Add +1.0% 24,738 $13.8M
Tortoise Investment Management, LLC 1.44% Reduce -1.1% 24,717 $13.8M
Texas Yale Capital Corp. 0.57% Reduce -1.8% 24,642 $13.8M
Parkside Financial Bank & Trust 1.75% Add +25.5% 24,641 $13.8M
Cacti Asset Management LLC 1.07% No change 24,795 $13.8M
Kettle Hill Capital Management, LLC 3.77% New 24,568 $13.7M
EWG Elevate Inc. 5.21% Reduce -21.6% 24,561 $13.7M
G&S Capital LLC 5.83% Add +0.9% 24,531 $13.7M
HUB Investment Partners, LLC 0.55% Reduce -20.8% 24,485 $13.7M
Biltmore Family Office, LLC 2.33% Add +29.5% 24,426 $13.7M
Carolinas Wealth Consulting LLC 2.95% Add +1.6% 24,480 $13.7M
Pilgrim Partners Asia Pte Ltd 12.94% Add +73.5% 24,400 $13.6M
Citadel Advisors 0.01% Reduce -98.6% 24,353 $13.6M
Childress Capital Advisors, LLC 3.95% Reduce -0.1% 24,352 $13.6M
Capital Fund Management S.A. 0.17% Reduce -88.6% 24,284 $13.6M
Greenland Capital Management LP 2.40% Add +119.5% 24,278 $13.6M
Pathway Financial Advisors LLC 2.45% Add +0.0% 24,267 $13.6M
Bristlecone Advisors, LLC 1.11% Add +0.7% 24,241 $13.6M
International Assets Investment Management, LLC 1.19% Reduce -5.6% 24,221 $13.5M
Advisor OS, LLC 1.54% Add +19.6% 24,200 $13.5M
Weiss Asset Management LP 0.53% Add +491.6% 24,198 $13.5M
Bouchey Financial Group, Ltd. 1.22% Reduce -4.4% 24,165 $13.5M
Accredited Investors Inc. 0.84% Add +1.3% 24,158 $13.5M
Nadler Financial Group, Inc. 1.50% Reduce -0.4% 24,142 $13.5M
Mount Capital Ltd 4.34% No change 24,100 $13.5M
Harbour Trust & Investment Management Co 1.63% Reduce -5.0% 24,096 $13.5M
Fulton Breakefield Broenniman LLC 0.97% Reduce -34.5% 24,072 $13.5M
FSC Wealth Advisors, LLC 8.82% Reduce -22.0% 24,025 $13.4M
Krane Funds Advisors LLC 0.39% Add +61.1% 24,000 $13.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.25% Add +6.6% 23,872 $13.4M
Chatham Capital Group, Inc. 2.22% Add +45.8% 23,839 $13.3M
Family Capital Management, Inc. 8.21% Add +5.7% 23,806 $13.3M
Guerra Advisors Inc 7.44% Reduce -10.2% 23,763 $13.3M
Grandview Asset Management LLC 5.04% Add +4.3% 23,727 $13.3M
SBI Securities Co., Ltd. 0.44% Reduce -3.5% 23,585 $13.2M
Ayalon Insurance Comp Ltd. 4.25% Add +1.7% 23,481 $13.2M
Magnus Financial Group LLC 1.28% Add +0.4% 23,526 $13.2M
Edgewood Management LLC 0.05% Add +10.3% 23,505 $13.1M
Voisard Asset Management Group, Inc. 3.83% Reduce -5.0% 23,453 $13.1M
New Wave Wealth Advisors LLC 5.88% Reduce -26.9% 23,448 $13.1M
First National Bank of Mount Dora, Trust Investment Services 3.20% Reduce -27.0% 23,436 $13.1M
Sunflower Bank, N.A. 3.67% Reduce -0.6% 23,419 $13.1M
Wealthedge Investment Advisors, LLC 5.90% Reduce -11.6% 23,395 $13.1M
CenterStar Asset Management, LLC 18.69% Reduce -1.9% 23,261 $13.0M
Manning & Napier Advisors LLC 0.16% Add +14.2% 23,237 $13.0M
PEAK6 LLC 0.51% Reduce -65.6% 23,207 $13.0M
Optimum Investment Advisors 6.10% Reduce -0.5% 23,162 $13.0M
Howard Financial Services, LTD. 1.76% Add +3.8% 23,133 $12.9M
Hopwood Financial Services, Inc. 9.99% Add +0.4% 23,125 $12.9M
MMBG Investment Advisors Co. 1.46% Reduce -11.5% 23,019 $12.9M
Tandem Wealth Advisors LLC 6.74% Reduce -2.4% 23,051 $12.9M
West Paces Advisors Inc. 2.93% Add +3.7% 22,973 $12.9M
Great Lakes Advisors, LLC 0.11% Reduce -21.8% 22,960 $12.8M
Empower Advisory Group, LLC 0.04% Reduce -6.8% 22,941 $12.8M
ORBA Wealth Advisors, L.L.C. 6.45% Add +19.2% 22,871 $12.8M
Trilogy Capital Inc. 0.67% Reduce -14.0% 22,859 $12.8M
Conscious Wealth Investments, LLC 8.85% Reduce -8.8% 22,586 $12.7M
Grove Bank & Trust 1.70% Add +17.1% 22,763 $12.7M
Sheaff Brock Investment Advisors, LLC 1.17% Add +1.6% 22,746 $12.7M
Opulen Financial Group LLC 11.53% Reduce -1.1% 22,690 $12.7M
Flagship Wealth Advisors, LLC 5.32% Add +36.8% 22,609 $12.6M
Nicolet Bankshares Inc. 2.54% Add +0.5% 22,584 $12.6M
Agf Management Ltd. 0.07% Reduce -4.1% 22,552 $12.6M
Stordahl Capital Management, Inc. 2.99% Reduce -0.0% 22,528 $12.6M
Industrial Alliance Investment Management Inc. 10.04% Reduce -6.1% 22,510 $12.6M
Laurel Wealth Advisors LLC 1.97% Reduce -1.4% 22,480 $12.6M
Vertex Planning Partners, LLC 2.74% Reduce -6.2% 22,438 $12.6M
Lowe Brockenbrough & Co. Inc. 0.83% Reduce -0.4% 22,370 $12.6M
Gries Financial LLC 2.43% Reduce -0.2% 22,421 $12.5M
Factor Wealth Management LTD 3.85% Add +4.9% 22,420 $12.5M
Catalyst Financial Partners LLC 2.31% Add +15.1% 22,390 $12.5M
Patten & Patten Inc. 0.84% Add +1.7% 22,313 $12.5M
Bryn Mawr Trust Advisors, LLC 0.75% Reduce -12.4% 22,302 $12.5M
Chilton Investment Co. Inc. 0.30% Add +313.8% 22,244 $12.4M
Bison Wealth, LLC 1.16% Add +92.5% 25,842 $12.4M
Mayflower Financial Advisors, LLC 1.89% Reduce -0.1% 22,185 $12.4M
Zurich Insurance Group Ltd 0.10% Reduce -0.9% 21,039 $12.4M
Landmark Wealth Management, Inc. 5.91% Reduce -28.8% 22,142 $12.4M
St Germain D J Co. Inc. 0.58% Reduce -4.1% 22,098 $12.4M
Evelyn Partners Investment Management (Europe) Ltd 4.63% Reduce -2.8% 22,092 $12.4M
Navis Wealth Advisors, LLC 12.09% Add +7.7% 22,005 $12.3M
Hickory Point Bank & Trust 10.80% Reduce -0.2% 21,951 $12.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.38% Reduce -1.3% 21,942 $12.3M
Penserra Capital Management LLC 0.22% Reduce -60.6% 21,931 $12.3M
Schnieders Capital Management LLC 2.63% Reduce -0.9% 21,899 $12.3M
MinichMacGregor Wealth Management, LLC 2.74% Reduce -6.5% 21,893 $12.2M
Guardian Wealth Advisors, LLC / NC 0.98% Add +1.0% 21,872 $12.2M
Jacksonville Wealth Management, LLC 12.04% Add +2.1% 21,871 $12.2M
Custos Family Office, LLC 4.33% Reduce -2.0% 21,827 $12.2M
UMB Bank, n.a. 0.20% Add +9.3% 21,818 $12.2M
Appleton Partners Inc. 0.94% Reduce -3.5% 21,814 $12.2M
Polianta Ltd 5.89% New 21,800 $12.2M
Golden State Wealth Management, LLC 1.81% Add +11.4% 21,764 $12.2M
Destination Wealth Management 0.38% Add +2.1% 21,757 $12.2M
JFS Wealth Advisors, LLC 0.82% Reduce -0.7% 21,556 $12.1M
Traction Financial Partners, LLC 9.40% Add +8.6% 21,530 $12.0M
Ullmann Wealth Partners Group, LLC 1.60% Add +18.5% 21,507 $12.0M
Good Life Advisors, LLC 0.85% Add +4.1% 21,470 $12.0M
Morton Brown Family Wealth, LLC 4.08% Add +0.5% 21,454 $12.0M
Evanson Asset Management, LLC 0.85% Reduce -8.4% 21,375 $12.0M
Equitable Trust Co. 0.66% Reduce -4.2% 21,361 $11.9M
Great Diamond Partners, LLC 3.26% Add +48.0% 21,346 $11.9M
Bigelow Investment Advisors, LLC 5.66% Reduce -3.7% 21,305 $11.9M
Monetta Financial Services Inc. 10.54% No change 21,300 $11.9M
Level Four Advisory Services, LLC 0.49% Reduce -16.6% 21,295 $11.9M
Orange Investment Advisors, Inc. 1.42% Reduce -7.7% 21,239 $11.9M
Decker Retirement Planning Inc. 7.40% Reduce -55.6% 21,238 $11.9M
LVM Capital Management Ltd. 1.32% Reduce -1.5% 21,222 $11.9M
Moody LYNN Lieberson & Walker, LLC 0.76% Add +0.1% 21,220 $11.9M
Comprehensive Financial Management LLC 0.37% No change 21,142 $11.9M
Foresight Capital Management Advisors, Inc. 7.37% Add +1.4% 21,157 $11.8M
Cambridge Associates LLC /Ma/ 0.34% Reduce -8.6% 21,142 $11.8M
Compass Ion Advisors, LLC 1.39% Reduce -1.1% 21,137 $11.8M
Intrust Bank NA 1.17% Reduce -0.2% 21,103 $11.8M
SlateStone Wealth, LLC 1.18% Reduce -33.9% 21,086 $11.8M
CWA Asset Management Group, LLC 0.57% Add +21.1% 21,060 $11.8M
Highview Capital Management LLC 4.92% Add +6.0% 20,996 $11.7M
Douglass Winthrop Advisors, LLC 0.22% Add +299.4% 20,962 $11.7M
Americana Partners, LLC 0.46% Reduce -25.7% 20,956 $11.7M
Ami Investment Management Inc. 3.75% Reduce -0.8% 20,784 $11.6M
Sovran Advisors, LLC 1.50% Add +3.4% 22,008 $11.6M
Balboa Wealth Partners 2.81% Reduce -9.5% 20,710 $11.6M
Vident Advisory, LLC 0.17% Reduce -12.1% 20,699 $11.6M
Sfmg, LLC 0.91% Reduce -5.6% 20,674 $11.6M
Sandbox Financial Partners, LLC 4.07% Add +1.9% 20,588 $11.5M
Phoenix Financial Ltd. 0.18% Reduce -6.2% 20,588 $11.5M
Cavalier Investments, LLC 3.91% Reduce -14.4% 20,571 $11.5M
First Foundation Advisors 0.47% Reduce -12.6% 20,563 $11.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.34% Reduce -4.5% 20,352 $11.5M
One Capital Management, LLC 0.39% Reduce -2.3% 20,526 $11.5M
Allen Mooney & Barnes Investment Advisors LLC 1.86% Add +4.4% 20,487 $11.5M
Tsfg, LLC 2.34% Add +2.4% 20,439 $11.4M
Sculptor Capital LP 0.40% Reduce -95.3% 20,438 $11.4M
AAFMAA Wealth Management & Trust LLC 5.18% Add +0.1% 20,393 $11.4M
Ferguson Wellman Capital Management, Inc. 0.22% Add +63.9% 20,382 $11.4M
Cypress Capital Group 1.49% Add +1.2% 20,349 $11.4M
Caliber Wealth Management, LLC / KS 1.55% — 20,348 $11.4M
Trust Point Inc. 1.04% Reduce -0.7% 20,340 $11.4M
Advisors Capital Management, LLC 0.18% Reduce -50.3% 20,326 $11.4M
Tower Research Capital LLC (TRC) 0.34% Reduce -89.3% 19,970 $11.3M
Texas Capital Bank Wealth Management Services Inc 1.14% Add +0.4% 20,215 $11.3M
L.M. Kohn & Company 2.95% Add +12.1% 20,214 $11.3M
Luken Investment Analytics, LLC 5.28% Reduce -2.5% 20,149 $11.3M
Montecito Bank & Trust 2.00% Reduce -0.7% 20,147 $11.3M
Triglav Investments, D.O.O. 0.94% New 20,145 $11.3M
Erste Asset Management GmbH 0.14% New 20,100 $11.2M
KG Capital Management 3.63% Add +2.8% 20,051 $11.2M
Ancora Advisors LLC 0.25% Add +1.8% 20,020 $11.2M
Milestone Asset Management, LLC 2.39% Reduce -3.9% 20,010 $11.2M
Schrum Private Wealth Management LLC 9.84% Reduce -0.6% 20,003 $11.2M
Lockheed Martin Investment Management Co. 0.46% Reduce -33.3% 20,000 $11.2M
Aries Wealth Management 3.04% Add +2.9% 19,985 $11.2M
Financial Guidance Group, Inc. 6.03% Add +0.8% 19,969 $11.2M
Westwood Holdings Group Inc. 0.09% Reduce -66.6% 19,947 $11.2M
Gunma Bank,Ltd. 3.59% New 19,900 $11.1M
Paulson Wealth Management Inc. 3.13% Add +0.5% 19,897 $11.1M
BlueChip Wealth Advisors LLC 5.46% Reduce -2.6% 19,883 $11.1M
Nixon Peabody Trust Co. 0.94% Reduce -31.2% 19,854 $11.1M
LWM Advisory Services, LLC 7.71% Reduce -43.6% 19,847 $11.1M
Union Savings Bank 5.42% Add +2.3% 19,837 $11.1M
St. Louis Financial Planners Asset Management, LLC 8.27% Add +8.1% 19,786 $11.1M
Badgley Phelps Wealth Managers, LLC 0.27% Reduce -4.2% 19,725 $11.1M
Constant Guidance Financial LLC 13.92% Add +9.8% 19,777 $11.1M
Bienville Capital Management, LLC 2.68% Reduce -1.4% 19,709 $11.1M
Lane & Associates LLC 5.96% Reduce -52.9% 19,765 $11.1M
Dale Q Rice Investment Management Ltd 5.69% Add +2.3% 19,692 $11.0M
US Financial Advisors, LLC 3.26% Add +0.3% 19,691 $11.0M
49 Wealth Management, LLC 1.33% Add +1192.1% 19,666 $11.0M
MidAtlantic Capital Management, Inc. 8.62% Add +1.2% 19,621 $11.0M
Boxwood Ventures, Inc. 15.66% No change 19,550 $11.0M
McLean Asset Management Corp 3.62% Add +1.6% 22,046 $10.9M
Nations Financial Group Inc, /Ia/ 0.83% Add +25.4% 19,513 $10.9M
Bedel Financial Consulting, Inc. 1.56% Add +6.9% 19,513 $10.9M
First Merchants Corp. 0.44% Reduce -0.8% 19,481 $10.9M
Sound View Wealth Advisors Group, LLC 0.89% Add +8.7% 19,396 $10.8M
TFO Wealth Partners, LLC 2.15% Add +3.5% 19,391 $10.8M
Morangie Management LLC 10.62% Reduce -18.2% 19,326 $10.8M
WestEnd Advisors, LLC 0.29% Reduce -63.8% 19,372 $10.8M
Global Financial Private Client, LLC 4.13% Reduce -5.7% 19,327 $10.8M
Main Street Financial Solutions, LLC 0.94% Add +20.8% 19,297 $10.8M
First National Bank of Omaha 0.74% Add +0.5% 19,282 $10.8M
Channel Wealth LLC 3.35% Add +14.3% 19,272 $10.8M
Rothschild Wealth LLC 3.02% Reduce -2.1% 19,264 $10.8M
Lee, Kelleher & Klein Wealth Management 7.92% Add +2.4% 19,255 $10.8M
Voya Investment Management LLC 0.01% Add +25.6% 19,248 $10.8M
Edge Financial Advisors LLC 6.79% Reduce -1.2% 19,237 $10.8M
Fusion Family Wealth, LLC 0.99% Add +96.3% 19,228 $10.8M
Lyell Wealth Management, LP 1.00% Reduce -6.3% 19,217 $10.8M
Hillcrest Wealth Advisors - NY, LLC 5.31% Reduce -6.4% 19,170 $10.7M
Berkshire Asset Management LLC 0.51% Reduce -3.9% 18,875 $10.7M
Strategic Family Wealth Counselors, L.L.C. 3.46% Add +3.6% 19,039 $10.7M
Oxler Private Wealth LLC 3.73% Reduce -0.1% 18,981 $10.6M
AlphaCore Capital LLC 0.90% New 18,877 $10.6M
LaSalle St. Investment Advisors, LLC 2.49% Add +128.6% 18,862 $10.6M
Cordant, Inc. 5.49% Reduce -3.3% 18,854 $10.5M
Quadcap Wealth Management, LLC 1.52% Reduce -1.1% 18,758 $10.5M
Focus Partners Advisor Solutions, LLC 0.16% Add +50.1% 18,731 $10.5M
Wealth Dimensions Group, Ltd. 2.49% Reduce -0.0% 18,668 $10.4M
Transform Wealth, LLC 0.63% Reduce -67.2% 18,605 $10.4M
Northern Financial Advisors Inc 8.61% Reduce -0.3% 18,647 $10.4M
DHK Financial Advisors, Inc. 5.71% Add +91.9% 18,566 $10.4M
Principal Securities, Inc. 0.23% No change 17,767 $10.4M
Qalhat Capital Ltd 2.18% No change 18,585 $10.4M
MorganRosel Wealth Management, LLC 3.14% Reduce -0.5% 18,515 $10.4M
Operose Advisors LLC 3.43% Add +50.3% 18,488 $10.3M
Van Hulzen Asset Management, LLC 0.94% Reduce -2.2% 18,465 $10.3M
Roger Wittlin Investment Advisory, LLC 6.03% Reduce -5.1% 18,434 $10.3M
Mission Creek Capital Partners, Inc. 2.50% Add +2.0% 18,429 $10.3M
Planning Alternatives Ltd. 1.58% Reduce -0.3% 18,409 $10.3M
Accent Capital Management, LLC 5.94% Add +27.4% 18,317 $10.3M
Bedell Frazier Investment Counselling, LLC 2.61% Add +956.9% 18,348 $10.3M
Elios Financial Group Inc. 5.06% Reduce -4.6% 18,340 $10.3M
Atlas Capital Advisors Inc. 1.28% Add +1.4% 18,333 $10.3M
Vista Investment Partners LLC 3.12% Add +0.3% 18,320 $10.2M
GAMCO Investors 0.11% Reduce -0.5% 18,310 $10.2M
NBW Capital LLC 2.27% Reduce -20.4% 18,309 $10.2M
RIA Advisory Group LLC 3.33% Add +538.7% 18,299 $10.2M
Baker Avenue Asset Management, LP 0.32% Add +0.8% 18,296 $10.2M
Foster & Motley Inc. 0.64% Add +28.8% 18,282 $10.2M
Principle Wealth Partners LLC 0.73% Add +0.3% 18,180 $10.2M
Mather Group, Llc. 0.12% Add +0.0% 18,138 $10.1M
First Citizens Bank & Trust Co. 0.26% Add +3.4% 18,127 $10.1M
Caerus Investment Advisors, LLC 9.73% Add +27.1% 18,037 $10.1M
Ascent Group, LLC 0.43% Add +445.4% 17,976 $10.1M
First Hawaiian Bank 1.47% Reduce -94.5% 17,968 $10.1M
Wernau Asset Management Inc. 10.34% Reduce -1.0% 17,867 $10.0M
Canopy Partners, LLC 3.89% Reduce -4.7% 17,858 $10.0M
NORTHSTAR ASSET MANAGEMENT Co 2.41% Add +0.1% 17,818 $10.0M
J. W. Coons Advisors, LLC 2.63% Add +0.8% 17,799 $10.0M
Warwick Investment Management, Inc. 2.06% Add +0.5% 17,760 $9.9M
Aspire Private Capital, LLC 2.47% Reduce -44.8% 17,745 $9.9M
Bensler, LLC 1.24% Add +6.3% 17,682 $9.9M
Pasadena Private Wealth, LLC 1.91% Add +141.1% 17,681 $9.9M
Lansing Street Advisors 3.31% Add +2.4% 17,677 $9.9M
J. Goldman & Co LP 0.35% Reduce -42.8% 17,669 $9.9M
Plancorp, LLC 0.39% Add +178.8% 17,644 $9.9M
Sage Mountain Advisors LLC 0.73% Reduce -31.8% 17,634 $9.9M
Davies Financial Advisors, Inc. 8.40% Add +5.1% 17,618 $9.9M
Sage Capital Advisors,llc 2.58% Reduce -14.2% 17,572 $9.8M
Prism Advisors, Inc. 3.02% Reduce -3.7% 17,558 $9.8M
Cordatus Wealth Management LLC 2.70% Add +73.0% 17,558 $9.8M
SpringVest Wealth Management LLC 8.10% Reduce -1.0% 17,404 $9.8M
St. Johns Investment Management Company, LLC 4.82% Reduce -7.5% 17,428 $9.7M
Godsey & Gibb, Inc. 0.95% Reduce -0.6% 17,313 $9.7M
Iams Wealth Management, LLC 4.42% Add +3.4% 17,271 $9.7M
Codex Capital Asset Management L.L.C. 4.55% No change 17,270 $9.7M
Obermeyer Wealth Partners 0.52% Add +28.3% 17,263 $9.7M
Cornell Pochily Investment Advisors, Inc. 3.39% Reduce -0.1% 17,239 $9.6M
HAP Trading, LLC 3.43% Add +59.9% 17,189 $9.6M
Winthrop Capital Management, LLC 2.65% Reduce -1.6% 17,186 $9.6M
IronBridge Private Wealth, LLC 3.79% Add +7.1% 17,186 $9.6M
CFM Wealth Partners LLC 1.69% Reduce -0.2% 17,149 $9.6M
1248 Management, LLC 4.08% No change 17,033 $9.6M
StoneX Group Inc. 0.52% Add +0.3% 17,019 $9.5M
Old North State Trust, LLC 6.06% No change 16,261 $9.5M
Arlington Trust Co LLC 2.02% Add +0.6% 17,020 $9.5M
Ascension Capital Advisors, Inc. 4.34% Reduce -1.0% 16,986 $9.5M
CRA Financial Services, LLC 1.63% Add +16.6% 16,985 $9.5M
Cannon Advisors, Inc. 8.75% Reduce -2.2% 16,979 $9.5M
Frazier Financial Advisors, LLC 7.30% Reduce -0.9% 16,931 $9.5M
E Fund Management (Hong Kong) Co., Ltd. 8.49% Reduce -5.8% 16,922 $9.5M
E Fund Management Co., Ltd. 0.45% Reduce -5.8% 16,922 $9.5M
Moloney Securities Asset Management, LLC 1.28% Reduce -43.1% 16,875 $9.4M
Clifford Swan Investment Counsel LLC 0.35% Reduce -13.6% 16,871 $9.4M
Pettinga Financial Advisors LLC 2.21% Add +12.6% 16,834 $9.4M
Nuveen, LLC 0.00% — 18,236 $9.4M
Heritage Wealth Advisors 0.47% Reduce -82.7% 16,697 $9.3M
Zhang Financial LLC 0.49% Add +0.7% 16,694 $9.3M
Paragon Capital Management Ltd 1.93% Add +0.0% 16,691 $9.3M
Eagle Strategies LLC 1.62% Add +5.3% 16,682 $9.3M
Peddock Capital Advisors, LLC 2.36% Add +0.3% 16,640 $9.3M
Capital Advisors Wealth Management, LLC 1.64% Add +5.6% 16,633 $9.3M
LMG Wealth Partners, LLC 2.07% Add +0.1% 16,585 $9.3M
Pittenger & Anderson Inc. 0.34% Add +1.0% 16,533 $9.2M
Van Cleef Asset Management,Inc 1.05% Reduce -0.7% 16,526 $9.2M
Exencial Wealth Advisors, LLC 0.34% Add +15.8% 16,503 $9.2M
Redwood Investment Management, LLC 1.00% Add +214.8% 16,500 $9.2M
GW Henssler & Associates Ltd. 0.53% Add +371.8% 16,448 $9.2M
Forum Financial Management, LP 0.15% Add +0.7% 16,355 $9.1M
Legacy Edge Advisors, LLC 1.43% Reduce -0.8% 16,338 $9.1M
Sigma Investment Counselors Inc. 0.56% Reduce -0.6% 16,316 $9.1M
Ssa Swiss Advisors AG 4.65% — 16,224 $9.1M
Next Level Private LLC 3.38% Reduce -1.8% 16,204 $9.1M
Marquette Associates, Inc. 9.05% Reduce -21.9% 16,169 $9.0M
ORG Partners LLC 2.30% Reduce -68.7% 16,117 $9.0M
Greenvale Capital LLP 0.88% New 16,150 $9.0M
Connective Capital Management, LLC 8.32% New 16,142 $9.0M
Triumph Capital Management 3.01% Add +0.5% 16,137 $9.0M
CGN Advisors LLC 0.88% Add +0.3% 16,117 $9.0M
Empowered Funds, LLC 0.13% New 16,101 $9.0M
WCG Wealth Advisors LLC 0.68% Reduce -34.9% 16,099 $9.0M
Keystone Wealth Services, LLC 2.44% Add +0.5% 16,088 $9.0M
Ramiah Investment Group 8.62% Reduce -11.6% 16,086 $9.0M
Debussy Capital Management LP 1.45% Add +3.9% 16,083 $9.0M
Blue Trust, Inc. 0.11% Reduce -2.6% 16,034 $9.0M
Courier Capital LLC 0.59% Reduce -7.2% 16,031 $9.0M
Perritt Capital Management Inc 4.93% Add +7.0% 15,963 $8.9M
Community Bank, N.A. 1.20% Reduce -3.2% 15,950 $8.9M
Ackerman Asset Management, LLC 8.05% — 15,911 $8.9M
Bayesian Capital Management, LP 1.47% New 15,900 $8.9M
SeaCrest Wealth Management, LLC 1.01% Reduce -5.7% 15,894 $8.9M
Banque Cantonale Vaudoise 0.39% — 15,881 $8.9M
Quent Capital, LLC 0.93% Reduce -13.3% 15,872 $8.9M
Peak Asset Management, LLC 1.69% Add +3.1% 15,857 $8.9M
Austin Private Wealth, LLC 0.80% Add +66.6% 15,852 $8.9M
Zevin Asset Management LLC 1.40% Reduce -9.5% 15,787 $8.8M
Keeley-Teton Advisors, LLC 1.07% Reduce -0.1% 15,778 $8.8M
MRWM Advisors, LLC 6.11% Reduce -2.0% 15,707 $8.8M
RB Capital Management, LLC 2.24% Add +2.0% 15,701 $8.8M
NBT Bank, N.A. 0.63% Reduce -1.1% 15,662 $8.8M
Rappaport Reiches Capital Management, LLC 2.19% Add +1.2% 15,633 $8.7M
X-Square Capital, LLC 3.75% Add +2.0% 15,609 $8.7M
Regent Peak Wealth Advisors LLC 2.06% Add +40.6% 15,564 $8.7M
Citizens Business Bank 1.89% Reduce -40.7% 15,540 $8.7M
Nelson Capital Management, LLC 1.50% Reduce -0.5% 15,534 $8.7M
Sunbelt Securities, Inc. 0.77% Add +11.6% 15,483 $8.7M
waypoint wealth counsel 5.42% Reduce -0.3% 15,432 $8.6M
GenWealth Group, Inc. 1.90% Reduce -4.0% 15,408 $8.6M
Centiva Capital, LP 0.50% Reduce -95.0% 15,400 $8.6M
Enterprise Bank & Trust Co 3.32% Reduce -0.0% 15,386 $8.6M
Cannell & Spears LLC 0.19% Add +10.1% 15,372 $8.6M
Blue Fin Capital, Inc. 1.67% Add +52.6% 15,348 $8.6M
Hedeker Wealth, LLC 2.31% Reduce -34.3% 15,340 $8.6M
Schroder Investment Management Group 0.01% Reduce -57.8% 15,327 $8.6M
RMR Wealth Builders 0.90% Reduce -8.2% 15,307 $8.6M
Wedmont Private Capital 0.44% Add +0.0% 16,012 $8.5M
Fortis Group Advisors, LLC 1.66% Reduce -3.5% 15,265 $8.5M
Perbak Capital Partners LLP 6.33% Reduce -64.0% 15,263 $8.5M
Performance Wealth Partners, LLC 0.30% Reduce -8.3% 15,220 $8.5M
Savvy Advisors, Inc. 0.86% Add +124.2% 15,204 $8.5M
Summit Wealth Partners, LLC 1.72% Add +8.4% 15,192 $8.5M
Global Strategic Investment Solutions, LLC 0.98% Add +0.1% 15,169 $8.5M
Vienna Asset Management LLC 6.69% Add +23.0% 15,152 $8.5M
Lowery Thomas, LLC 5.79% Add +5.7% 15,140 $8.5M
Coppell Advisory Solutions LLC 1.17% Reduce -25.6% 15,234 $8.4M
Peregrine Asset Advisers, Inc. 3.16% Reduce -0.8% 15,078 $8.4M
Money Concepts Capital Corp. 0.63% Reduce -5.5% 15,061 $8.4M
F/m Investments LLC 0.34% Add +1.5% 15,057 $8.4M
Linscomb Wealth, Inc. 0.42% Reduce -0.1% 15,010 $8.4M
Equitec Proprietary Markets, LLC 24.14% Add +750000.0% 15,002 $8.4M
Wilmar Advisors LLC 8.68% No change 15,000 $8.4M
Epacria Capital Partners, LLC 6.86% No change 15,000 $8.4M
Tyler-Stone Wealth Management 1.50% Reduce -5.1% 14,992 $8.4M
Coastal Bridge Advisors, LLC 1.20% Add +99.7% 15,181 $8.4M
Freestate Advisors LLC 8.31% Reduce -3.6% 14,971 $8.4M
Alethea Capital Management, LLC 6.25% New 14,970 $8.4M
Roundview Capital LLC 0.60% Reduce -0.1% 14,861 $8.3M
Pinnacle Financial Group, LLC / IL 3.02% Reduce -8.9% 14,849 $8.3M
Abner Herrman & Brock LLC 1.06% New 14,831 $8.3M
Greenwood Gearhart LLC 0.57% Add +3.7% 14,812 $8.3M
WBH Advisory Inc. 0.77% Reduce -0.8% 14,737 $8.2M
Smith & Howard Wealth Management, LLC 2.25% No change 14,719 $8.2M
Adero Partners, LLC 0.54% No change 14,690 $8.2M
QRG Capital Management, Inc. 0.09% Reduce -5.7% 14,674 $8.2M
Plum Street Advisors, LLC 3.95% Reduce -0.5% 14,664 $8.2M
Westmount Partners, LLC 2.50% Reduce -0.9% 14,661 $8.2M
Canandaigua National Trust Co of Florida 7.23% Reduce -12.9% 14,654 $8.2M
Waterloo Capital, L.P. 0.76% Reduce -15.3% 14,638 $8.2M
First Washington CORP 2.87% No change 14,633 $8.2M
Wealth Alliance, LLC 0.99% Reduce -7.8% 14,567 $8.1M
Avantax Planning Partners, Inc. 0.29% Add +0.1% 14,557 $8.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.24% Reduce -3.8% 14,642 $8.1M
Jupiter Wealth Management LLC 4.92% Reduce -9.6% 13,663 $8.1M
Towercrest Capital Management 1.54% Reduce -29.1% 14,524 $8.1M
Successful Portfolios LLC 5.51% Reduce -0.1% 14,479 $8.1M
Valmark Advisers, Inc. 0.12% Add +10.9% 14,475 $8.1M
Betterment LLC 0.02% Add +11.9% 14,457 $8.1M
Columbia Asset Management 1.65% Add +0.8% 14,401 $8.1M
First American Bank 0.60% Reduce -1.0% 14,382 $8.0M
Carret Asset Management, LLC 0.91% Reduce -9.0% 14,376 $8.0M
Empirical Asset Management, LLC 2.74% Add +7.2% 14,375 $8.0M
Quadrant Private Wealth Management, LLC 2.00% Reduce -0.7% 14,314 $8.0M
Goelzer Investment Management, Inc. 0.46% Reduce -5.1% 14,337 $8.0M
KKM Financial LLC 3.38% Add +25.4% 14,293 $8.0M
DeepCurrents Investment Group LLC 8.18% New 14,281 $8.0M
Annandale Capital, LLC 1.50% Reduce -43.6% 14,269 $8.0M
Aurora Private Wealth, Inc. 6.36% Add +34.1% 14,232 $8.0M
Panagora Asset Management Inc. 0.04% Reduce -40.0% 14,213 $8.0M
Spectrum Strategic Capital Management, LLC 4.98% Reduce -1.6% 14,202 $7.9M
Latko Wealth Management, Ltd. 5.15% Reduce -2.2% 14,189 $7.9M
Prevatt Capital Ltd 2.59% New 2,700 $7.9M
Silver Oak Securities, Incorporated 0.73% Reduce -10.1% 14,130 $7.9M
Nvest Financial, LLC 4.19% Reduce -0.0% 13,992 $7.8M
Colorado Capital Management, Inc. 3.65% Add +0.9% 13,991 $7.8M
JTC Employer Solutions Trustee Ltd 0.64% Reduce -9.9% 13,992 $7.8M
Yakira Capital Management, Inc. 3.19% Reduce -22.5% 13,950 $7.8M
Vision Financial Markets LLC 8.48% Reduce -3.2% 13,924 $7.8M
Trek Financial, LLC 0.56% Reduce -3.1% 13,915 $7.8M
Waddell & Associates, LLC 0.94% Add +45.4% 13,886 $7.8M
Prudential PLC 0.04% Add +240.3% 13,835 $7.7M
IRON Financial LLC 4.34% Add +1.6% 13,831 $7.7M
Bolthouse Investments, LLC 8.05% Add +8.2% 13,804 $7.7M
VanderPol Investments L.L.C. 16.31% Reduce -0.7% 13,800 $7.7M
Marathon Trading Investment Management LLC 4.17% Reduce -87.0% 13,777 $7.7M
AlphaStar Capital Management, LLC 0.77% Reduce -3.0% 13,722 $7.7M
Washington Capital Management, Inc. 6.18% No change 13,671 $7.6M
Clear Street LLC 0.15% New 13,662 $7.6M
CVFG LLC 6.95% Add +1.4% 13,653 $7.6M
Ignite Planners, LLC 1.49% Reduce -0.4% 13,669 $7.6M
Frisco Financial Planning LLC 7.39% Add +2.3% 13,630 $7.6M
Tandem Investment Partners LLC 7.53% Reduce -45.5% 13,630 $7.6M
MGB Wealth Management, LLC 2.75% Add +11.9% 13,642 $7.6M
ZWJ Investment Counsel Inc. 0.31% Reduce -3.6% 13,597 $7.6M
FAS Wealth Partners, Inc. 0.62% Add +3.4% 13,519 $7.6M
Clare Market Investments LLC 1.99% Add +19.3% 13,505 $7.6M
Cozad Asset Management Inc. 0.75% Reduce -0.7% 13,484 $7.5M
Etesian Wealth Advisors, Inc. 3.24% Add +0.7% 13,443 $7.5M
Capital Wealth Management, LLC 3.12% Add +0.4% 13,433 $7.5M
Venturi Wealth Management, LLC 0.39% Reduce -41.1% 13,424 $7.5M
Beach Investment Counsel Inc. 1.10% No change 13,410 $7.5M
Cyndeo Wealth Partners, LLC 0.49% Add +4.5% 13,404 $7.5M
Brightwater Advisory LLC 5.93% Reduce -2.2% 13,403 $7.5M
Bluefin Capital Management, LLC 6.22% — 13,400 $7.5M
FWG Holdings, LLC 3.69% Reduce -0.4% 13,514 $7.5M
Harbor Investment Advisory, LLC 0.73% Add +2.7% 13,375 $7.5M
Genesee Capital Advisors, LLC 3.73% Add +12.7% 13,349 $7.5M
Trust Co. of Vermont 0.37% Add +8.6% 13,334 $7.5M
Aspen Wealth Management LLC 2.11% Add +26.6% 13,331 $7.5M
Creative Financial Designs Inc. 0.59% Add +2.8% 13,323 $7.5M
Washington Trust Advisors, Inc. 0.66% Reduce -6.6% 13,311 $7.4M
Collective Family Office LLC 2.00% Reduce -1.0% 13,223 $7.4M
Cerro Pacific Wealth Advisors LLC 2.40% Add +75.0% 12,578 $7.4M
Sitrin Capital Management LLC 3.96% Add +2.8% 13,079 $7.3M
Savoie Capital LLC 0.87% No change 12,503 $7.3M
Impact Partnership Wealth, LLC 1.56% Add +34.1% 13,091 $7.3M
IMC-Chicago, LLC 0.28% Reduce -96.5% 13,040 $7.3M
Summit Wealth & Retirement Planning, Inc. 2.23% Reduce -0.7% 13,029 $7.3M
World Equity Group, Inc. 2.08% Reduce -50.1% 13,020 $7.3M
First City Capital Management, Inc. 4.36% Reduce -0.3% 12,985 $7.3M
First American Trust, FSB 0.67% Add +16.4% 12,939 $7.2M
Sequent Asset Management, LLC 4.01% Add +94.7% 12,881 $7.2M
Farmers & Merchants Investments Inc. 0.23% No change 12,843 $7.2M
RFG Advisory, LLC 0.19% Reduce -29.2% 12,832 $7.2M
Woodline Partners LP 0.05% New 12,790 $7.2M
Sabal Trust CO 0.40% Add +8.7% 12,725 $7.1M
Apella Capital, LLC 0.24% Reduce -2.4% 12,967 $7.1M
Capital Investment Advisory Services, LLC 0.63% Add +0.9% 12,690 $7.1M
Oxinas Partners, LLC 4.19% Reduce -9.1% 12,686 $7.1M
Veracity Capital LLC 2.78% Reduce -2.5% 12,672 $7.1M
Madrid Financial Services 5.15% Reduce -5.1% 12,651 $7.1M
Glassman Wealth Services 1.18% Reduce -0.0% 12,593 $7.0M
Corundum Group, Inc. 3.37% Reduce -47.4% 12,573 $7.0M
Patten Group, Inc. 1.60% Reduce -2.5% 12,521 $7.0M
Scoggin Management LP 3.46% New 12,500 $7.0M
Bank of New Hampshire 1.83% Add +10.4% 12,492 $7.0M
Novus Advisors, LLC 7.04% Reduce -16.0% 12,475 $7.0M
Kanawha Capital Management LLC 0.54% Add +11.8% 12,466 $7.0M
Moody National Bank Trust Division 0.73% Add +3.2% 12,442 $7.0M
Certified Advisory Corp 0.79% Add +1.7% 12,387 $6.9M
Marshall Investment Management, LLC 4.29% Add +18.1% 12,342 $6.9M
International Private Wealth Advisors LLC 6.61% Reduce -10.6% 12,337 $6.9M
Cypress Wealth Services, LLC 1.40% Reduce -0.1% 12,310 $6.9M
Ameliora Wealth Management Ltd. 2.59% Reduce -16.3% 12,305 $6.9M
Victory Capital Management Inc. 0.01% Reduce -64.9% 12,289 $6.9M
Cliffwater LLC 1.78% No change 12,204 $6.8M
DBK Financial Counsel, LLC 6.84% Reduce -1.1% 12,202 $6.8M
PGIM Custom Harvest LLC 0.16% Reduce -5.5% 12,157 $6.8M
Avity Investment Management Inc. 0.55% Add +5.5% 12,121 $6.8M
Bar Harbor Wealth Management 0.45% Add +0.1% 12,102 $6.8M
Strategy Asset Managers LLC 1.40% Reduce -18.5% 12,098 $6.8M
FreeGulliver LLC 3.42% Add +12.7% 12,073 $6.8M
Florida Financial Advisors, LLC 2.66% Reduce -10.8% 12,068 $6.7M
Aspire Capital Advisors LLC 2.01% Reduce -7.7% 12,063 $6.7M
Sage Capital Management, LLC 3.66% Reduce -5.0% 12,057 $6.7M
Lighthouse Investment Partners, LLC 0.31% New 12,000 $6.7M
GPS Wealth Strategies Group, LLC 0.91% Reduce -3.9% 11,992 $6.7M
Oliver Luxxe Assets LLC 1.25% Reduce -4.6% 11,989 $6.7M
KFA Private Wealth Group, LLC 2.35% Add +84.3% 11,985 $6.7M
Krilogy Financial LLC 0.43% Reduce -5.3% 11,944 $6.7M
West Bancorporation Inc. 4.53% No change 11,922 $6.7M
Topsail Wealth Management, LLC 1.36% Add +79.2% 11,911 $6.7M
Rockingstone Advisors LLC 2.99% Reduce -0.3% 11,880 $6.6M
TCTC Holdings, LLC 0.23% Add +45.1% 11,812 $6.6M
Cornerstone Advisors Asset Management, LLC 1.35% Reduce -0.2% 11,806 $6.6M
Covenant Asset Management, LLC 1.66% Add +6.2% 11,781 $6.6M
Motiv8 Investments LLC 4.37% Reduce -6.0% 11,778 $6.6M
Rehmann Capital Advisory Group 0.41% Reduce -1.7% 11,765 $6.6M
Gratus Wealth Advisors, LLC 1.08% Add +0.4% 11,758 $6.6M
Visualize Group LP 2.16% Reduce -21.7% 11,750 $6.6M
Meritage Portfolio Management 0.44% Reduce -9.1% 11,740 $6.6M
Ellenbecker Investment Group 1.18% Reduce -21.8% 11,727 $6.6M
New Age Alpha Advisors, LLC 0.29% Add +730.5% 11,726 $6.6M
Leo Wealth, LLC 0.94% Reduce -7.1% 11,702 $6.5M
Clear Creek Financial Management, LLC 0.68% Reduce -15.3% 11,698 $6.5M
Port Capital LLC 0.30% Reduce -6.0% 11,687 $6.5M
Invenio Wealth Partners LLC 2.74% Reduce -1.1% 11,679 $6.5M
Market Street Wealth Management Advisors LLC 1.11% Reduce -6.6% 11,662 $6.5M
Vishria Bird Financial Group, LLC 2.21% Reduce -2.9% 11,603 $6.5M
MassMutual Private Wealth & Trust, FSB 0.19% Reduce -69.8% 11,579 $6.5M
Truepoint, Inc. 0.18% Reduce -3.7% 11,570 $6.5M
Bragg Financial Advisors, Inc 0.27% Add +1.6% 11,553 $6.5M
Capital Analysts, LLC 0.24% Add +4.0% 11,530 $6.4M
Michels Family Financial, LLC 5.83% Add +7.6% 11,520 $6.4M
Cornerstone Advisors, LLC 0.28% No change 11,500 $6.4M
Providence First Trust Co 2.61% Add +3.2% 11,486 $6.4M
Cassaday & Co Wealth Management LLC 0.18% Add +0.2% 11,445 $6.4M
HBK Sorce Advisory LLC 0.19% Reduce -4.9% 11,441 $6.4M
Diversified Enterprises, LLC 0.54% Reduce -26.9% 11,398 $6.4M
Fisher Asset Management 0.00% Add +3.0% 11,362 $6.4M
Audent Global Asset Management, LLC 5.24% Reduce -27.0% 11,354 $6.4M
Key Client Fiduciary Advisors, LLC 2.92% Add +5.3% 11,331 $6.3M
Brooklyn Investment Group 1.37% Add +19.9% 11,329 $6.3M
Iowa State Bank 1.35% Reduce -13.9% 11,326 $6.3M
Iron Gate Global Advisors LLC 0.87% Add +35.8% 11,292 $6.3M
Encompass More Asset Management 1.89% New 11,322 $6.3M
Marcum Wealth, LLC 0.55% Reduce -24.4% 11,296 $6.3M
Pallas Capital Advisors LLC 0.26% Reduce -3.8% 11,285 $6.3M
Quattro Financial Advisors LLC 2.16% Add +7.7% 11,275 $6.3M
NWF Advisory Services Inc. 0.89% Add +2.7% 11,276 $6.3M
Legacy PCG, LLC 4.45% Reduce -1.9% 11,274 $6.3M
Daiwa Securities Group Inc. 0.03% New 10,910 $6.3M
Redwood Park Advisors LLC 5.29% Add +3.7% 11,269 $6.3M
Old Second National Bank of Aurora 1.48% Add +1.4% 11,266 $6.3M
Logan Stone Capital, LLC 2.94% Add +453.5% 11,263 $6.3M
Amplius Wealth Advisors, LLC 0.65% No change 11,250 $6.3M
BTC Capital Management, Inc. 0.57% Reduce -1.3% 11,227 $6.3M
WealthShield Partners, LLC 0.81% Add +120.5% 11,197 $6.3M
Leverty Financial Group, LLC 2.56% Add +1.3% 11,187 $6.3M
Ashford Capital Management Inc. 0.81% Reduce -8.8% 11,181 $6.3M
Perennial Advisors, LLC 1.25% Add +9.7% 11,164 $6.2M
Elyxium Wealth, LLC 2.77% Add +13.6% 11,162 $6.2M
Alta Wealth Advisors LLC 2.86% Reduce -4.0% 11,138 $6.2M
Grey Ledge Advisors, LLC 1.64% Reduce -5.3% 11,129 $6.2M
Blueprint Investment Partners LLC 1.13% Reduce -0.5% 11,106 $6.2M
Novem Group 0.88% Reduce -2.7% 11,100 $6.2M
Prevail Innovative Wealth Advisors, LLC 1.65% Reduce -31.0% 11,086 $6.2M
Guardian Partners Inc. 0.64% Reduce -0.1% 11,582 $6.2M
Ausdal Financial Partners, Inc. 0.47% Add +21.6% 11,085 $6.2M
Guidance Point Advisors, LLC 1.83% Reduce -1.5% 11,075 $6.2M
Autumn Glory Partners, LLC 3.06% Reduce -17.8% 11,014 $6.2M
Annex Advisory Services, LLC 0.17% Reduce -9.9% 10,999 $6.2M
Intact Investment Management Inc. 0.21% No change 10,985 $6.1M
M.D. Sass, LLC 0.54% Add +7.4% 10,980 $6.1M
Smithfield Trust Co 0.31% Reduce -0.6% 10,969 $6.1M
Shoker Investment Counsel, Inc. 2.07% Reduce -1.3% 10,936 $6.1M
Nicolet Advisory Services, LLC 0.61% Reduce -7.1% 11,642 $6.1M
SageView Advisory Group, LLC 0.26% Add +0.2% 10,908 $6.1M
Headlands Technologies LLC 0.70% Reduce -85.9% 10,904 $6.1M
Private Client Services, LLC 3.01% Reduce -10.8% 10,895 $6.1M
Well Done, LLC 1.10% Add +2.6% 10,382 $6.1M
Exchange Traded Concepts, LLC 0.11% New 10,870 $6.1M
Keeler & Nadler Financial Planning & Wealth Management 2.74% Add +1.7% 10,943 $6.1M
Burns J W & Co. Inc. 0.79% Reduce -1.9% 10,853 $6.1M
Sierra Capital LLC 0.73% Reduce -7.1% 10,838 $6.1M
High Net Worth Advisory Group LLC 1.71% Reduce -0.0% 10,804 $6.0M
Trivium Point Advisory, LLC 0.75% Add +5.1% 10,797 $6.0M
One Day In July LLC 0.60% Add +3.5% 10,792 $6.0M
GeoWealth Management, LLC 0.24% Reduce -72.3% 10,787 $6.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -0.6% 11,269 $6.0M
Armbruster Capital Management, Inc. 1.20% Reduce -0.8% 10,764 $6.0M
Summit Securities Group LLC 4.17% Reduce -84.7% 10,755 $6.0M
OmniStar Financial Group, Inc. 4.74% Reduce -4.2% 10,680 $6.0M
Peoples Bank 3.94% Reduce -5.3% 10,742 $6.0M
Trust Co of the South 1.25% Reduce -65.8% 10,732 $6.0M
Stairway Partners, LLC 0.37% Reduce -0.6% 10,725 $6.0M
Fire Capital Management LLC 4.41% Add +11.7% 10,721 $6.0M
Destiny Wealth Partners, LLC 0.95% Reduce -8.6% 10,687 $6.0M
JFG Wealth Management, LLC 1.36% Reduce -0.5% 10,675 $6.0M
Clearbridge Investments, LLC 0.01% Reduce -83.2% 10,669 $6.0M
Inspire Trust Co, N.A. 1.42% Reduce -58.0% 10,665 $6.0M
Verus Capital Partners, LLC 0.60% Add +5.3% 10,656 $6.0M
Oder Investment Management, LLC 5.04% Reduce -1.5% 10,614 $5.9M
Graham Capital Management, L.P. 0.28% New 10,600 $5.9M
New Republic Capital, LLC 2.56% Reduce -7.1% 10,572 $5.9M
Wick Capital Partners, LLC 1.77% Add +2.9% 10,572 $5.9M
Millington Financial Advisors, LLC 3.62% Reduce -1.0% 11,038 $5.9M
TruNorth Capital Management, LLC 1.46% Add +116.6% 10,534 $5.9M
Turtle Creek Wealth Advisors, LLC 0.88% New 10,520 $5.9M
OneAscent Financial Services LLC 0.38% Reduce -3.1% 10,457 $5.9M
Drexel Morgan & Co. 1.23% Add +0.5% 10,436 $5.8M
Polymer Capital Management (HK) LTD 1.01% Reduce -35.1% 10,429 $5.8M
My Personal CFO, LLC 2.93% Add +4.9% 10,391 $5.8M
Hillman Co. 2.19% New 10,371 $5.8M
Founders Capital Management 3.75% Add +0.0% 10,349 $5.8M
Asset Dedication, LLC 0.47% Reduce -1.6% 10,346 $5.8M
Pinnacle Wealth Planning Services, Inc. 0.87% Add +5.3% 10,308 $5.8M
Saxon Interests, Inc. 2.70% Add +72.1% 10,306 $5.8M
Howe & Rusling Inc. 0.48% Reduce -12.7% 10,284 $5.8M
Investment House LLC 0.33% New 10,281 $5.8M
Solano Wealth Investment Advisors LLC 3.55% Reduce -5.5% 10,245 $5.7M
Litman Gregory Wealth Management LLC 0.49% Add +9.3% 10,221 $5.7M
Novak & Powell Financial Services, Inc. 3.54% Add +3.5% 10,183 $5.7M
Guyasuta Investment Advisors Inc. 0.37% Add +7.1% 10,145 $5.7M
GQG Partners LLC 0.01% Reduce -84.8% 10,143 $5.7M
Stephen J. Garry & Associates, LLC 5.30% Add +0.3% 10,130 $5.7M
First Trust Advisors LP 0.01% Add +142.7% 10,130 $5.7M
Cantor Fitzgerald Investment Advisors L.P. 0.41% Reduce -1.9% 10,129 $5.7M
Latitude Advisors, LLC 3.29% Reduce -7.8% 10,117 $5.7M
Hohimer Wealth Management, LLC 1.11% Reduce -0.2% 10,101 $5.7M
Second Half Financial Partners, LLC 2.80% Add +36.4% 10,094 $5.6M
Parcion Private Wealth LLC 0.46% Reduce -22.0% 10,079 $5.6M
Crews Bank & Trust 0.96% Reduce -0.8% 10,073 $5.6M
CMG Global Holdings, LLC 3.67% Reduce -24.4% 10,306 $5.6M
Laird Norton Wetherby Trust Company, LLC 0.90% No change 10,000 $5.6M
Petros Family Wealth, LLC 6.21% Reduce -2.3% 10,019 $5.6M
Naples Global Advisors, LLC 0.53% Reduce -0.8% 9,981 $5.6M
LCNB Corp. 2.06% Reduce -0.7% 10,009 $5.6M
Founders Financial Alliance, LLC 1.36% Add +14.6% 10,000 $5.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.0% 10,004 $5.6M
Arax Advisory Partners 0.36% Add +37.8% 9,996 $5.6M
Legacy Wealth Management, LLC 0.37% Add +0.3% 9,991 $5.6M
Weaver Capital Management LLC 1.49% Reduce -0.2% 9,983 $5.6M
Bay Rivers Group 2.93% Reduce -0.8% 9,976 $5.6M
Omnia Family Wealth, LLC 2.33% Add +0.8% 9,939 $5.6M
AGH Wealth Advisors, LLC 5.36% Reduce -34.1% 9,921 $5.6M
Cypress Financial Planning LLC 2.00% Reduce -6.5% 9,928 $5.6M
Madison Park Capital Advisors, LLC 4.86% Add +4.1% 9,909 $5.5M
Walkner Condon Financial Advisors LLC 1.11% Reduce -12.5% 9,852 $5.5M
Garde Capital, Inc. 0.32% Reduce -0.6% 9,844 $5.5M
White Pine Capital LLC 1.90% Reduce -0.1% 9,826 $5.5M
Camelot Technology Advisors, Inc. 5.08% Add +0.1% 9,824 $5.5M
Fortitude Advisory Group L.L.C. 3.94% Reduce -9.2% 10,435 $5.5M
Kraft, Davis & Associates, LLC 1.77% Add +92.3% 10,410 $5.5M
Sharper & Granite LLC 2.26% Add +13.0% 9,790 $5.5M
Sterling Capital Management LLC 0.09% No change 9,785 $5.5M
Absolute Capital Management, LLC 3.16% Reduce -3.4% 9,780 $5.5M
LRI Investments, LLC 0.53% Add +5.0% 9,766 $5.5M
American Institute for Advanced Investment Management, LLP 4.16% Reduce -7.7% 9,750 $5.5M
Central Valley Advisors, LLC 2.06% Reduce -4.4% 9,743 $5.5M
Schorn Wealth LLC 1.79% Reduce -8.3% 9,735 $5.4M
John W. Brooker & Co., CPAs 2.25% Add +0.9% 9,724 $5.4M
Nautilus Advisors LLC 4.49% Reduce -2.7% 9,718 $5.4M
Atom Investors LP 0.67% Add +222.8% 9,717 $5.4M
Morris Financial Concepts, Inc. 2.28% Reduce -2.6% 9,711 $5.4M
Seelaus Asset Management LLC 5.28% Reduce -8.5% 9,705 $5.4M
Defined Wealth Management, LLC 3.65% Reduce -0.4% 9,704 $5.4M
HCR Wealth Advisors 0.71% Add +6.7% 9,690 $5.4M
Global Trust Asset Management, LLC 3.30% Reduce -71.4% 9,666 $5.4M
Round Rock Advisors LLC 1.00% Reduce -9.5% 9,654 $5.4M
TL Private Wealth 2.67% Add +3.5% 10,839 $5.4M
Private Capital Management, LLC 0.60% Add +1.0% 9,617 $5.4M
Intrua Financial, LLC 0.84% Add +7.0% 9,612 $5.4M
Kearns & Associates LLC 3.49% Reduce -0.4% 9,610 $5.4M
Orca Investment Management, LLC 5.36% Reduce -1.7% 9,594 $5.4M
Garden State Investment Advisory Services LLC 1.72% Add +5.8% 9,571 $5.4M
Herbst Group, LLC 3.78% Add +2.3% 9,551 $5.3M
Rockland Trust Co. 0.27% Add +1.2% 9,523 $5.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.31% Add +4.1% 9,505 $5.3M
Samalin Investment Counsel, LLC 2.16% Reduce -1.5% 9,501 $5.3M
Centennial Bank 2.53% Add +2.0% 9,499 $5.3M
Lockerman Financial Group, Inc. 8.00% Add +13.5% 9,451 $5.3M
Madison Wealth Partners, Inc 1.30% Add +0.0% 9,446 $5.3M
Loudon Investment Management, LLC 3.00% Add +0.1% 9,398 $5.3M
Richards, Merrill & Peterson, Inc. 2.73% Add +0.2% 9,391 $5.3M
Personal Cfo Solutions, LLC 1.07% Add +5.3% 9,383 $5.2M
Pinnacle Bancorp, Inc. 1.71% Add +0.5% 9,349 $5.2M
Murphy, Middleton, Hinkle & Parker, Inc. 2.92% Add +0.1% 9,333 $5.2M
JDM Financial Group LLC 2.64% Reduce -5.8% 9,317 $5.2M
TCI Wealth Advisors, Inc. 0.42% Reduce -3.4% 9,315 $5.2M
Retirement Planning Group, LLC 0.24% Reduce -14.8% 9,309 $5.2M
Simplicity Wealth,LLC 0.40% Reduce -39.4% 9,304 $5.2M
Wimmer Associates 1, LLC 2.74% Reduce -0.1% 8,838 $5.2M
Raleigh Capital Management Inc. 2.34% Reduce -41.6% 9,257 $5.2M
Castle Rock Wealth Management, LLC 1.39% Reduce -6.0% 9,223 $5.2M
Tompkins Financial Corp. 0.49% Add +4.0% 9,231 $5.2M
Chicago Capital, LLC 0.15% Add +15.3% 9,210 $5.2M
Brass Tax Wealth Management, Inc. 1.08% Add +2.3% 9,210 $5.2M
Secure Asset Management, LLC 1.04% Add +75.6% 9,193 $5.1M
Christopher J. Hasenberg, Inc 2.13% Add +7291.9% 9,166 $5.1M
Wealthstream Advisors, Inc. 0.96% Add +0.6% 9,183 $5.1M
Institute for Wealth Management, LLC. 0.66% Reduce -45.1% 9,175 $5.1M
Vista Capital Partners, Inc. 0.62% Reduce -6.9% 9,160 $5.1M
Bristol Gate Capital Partners Inc. 0.25% Reduce -46.7% 9,151 $5.1M
S.A. Mason LLC 2.70% Add +0.2% 9,131 $5.1M
Aureus Asset Management, LLC 0.36% Reduce -7.3% 9,122 $5.1M
Coordinated Financial Services, Inc. 3.97% — 9,115 $5.1M
USAdvisors Wealth Management, LLC 1.78% Add +1.0% 9,114 $5.1M
Auxano Advisors, LLC 1.35% Reduce -1.5% 9,108 $5.1M
WPWealth LLP 1.01% Reduce -0.1% 9,107 $5.1M
Joseph P. Lucia & Associates, LLC 2.32% Add +6.2% 9,078 $5.1M
Private Wealth Partners, LLC 0.42% Add +1.4% 9,072 $5.1M
GSG Advisors LLC 1.66% Add +0.2% 9,205 $5.0M
Tempus Wealth Planning, LLC 1.50% Add +14.2% 8,995 $5.0M
Fir Tree Capital Management LP 100.00% New 8,991 $5.0M
Montis Financial, LLC 1.48% Reduce -6.5% 8,985 $5.0M
Fogel Capital Management, Inc. 2.70% Add +1.8% 8,959 $5.0M
Mairs & Power Inc. 0.05% Reduce -0.8% 8,944 $5.0M
Sterneck Capital Management, LLC 2.70% Add +1.5% 8,916 $5.0M
RKL Wealth Management LLC 0.47% Add +2.8% 8,837 $4.9M
Northeast Financial Group, Inc. 1.84% Add +100.5% 8,831 $4.9M
Atlas Brown,Inc. 1.73% Add +1.0% 8,810 $4.9M
Ibex Wealth Advisors 0.65% Reduce -40.3% 8,805 $4.9M
United Bank 0.63% Add +2.7% 8,797 $4.9M
Tilson Financial Group, Inc. 1.94% Reduce -4.3% 8,784 $4.9M
Sightline Wealth Advisors, LLC 2.59% Reduce -0.9% 8,780 $4.9M
Vanguard Personalized Indexing Management, LLC 0.07% Add +7.8% 8,764 $4.9M
Deltec Asset Management LLC 1.05% Reduce -0.2% 8,753 $4.9M
Harvest Investment Services, LLC 1.36% Reduce -18.7% 8,740 $4.9M
Pacific Financial Group Inc. 3.94% Reduce -2.2% 8,737 $4.9M
Windsor Capital Management, LLC 1.50% Reduce -4.0% 8,736 $4.9M
American National Bank & Trust 0.54% Reduce -5.9% 8,726 $4.9M
Sage Rhino Capital LLC 1.13% Reduce -26.5% 8,699 $4.9M
Breakwater Investment Management 2.08% No change 8,695 $4.9M
Plotkin Financial Advisors, LLC 2.98% Add +5.9% 8,677 $4.9M
Baron Wealth Management LLC 2.13% No change 8,663 $4.8M
Mosaic Family Wealth Partners, LLC 0.69% Add +1.2% 8,656 $4.8M
Arkansas Financial Group, Inc. 0.84% Reduce -3.6% 9,225 $4.8M
Journey Advisory Group, LLC 0.40% Reduce -3.4% 8,648 $4.8M
Marietta Wealth Management, LLC 0.71% Reduce -1.4% 8,648 $4.8M
Legacy Financial Strategies, LLC 1.05% Add +6.2% 8,632 $4.8M
SOL Capital Management CO 0.53% Add +20.1% 8,631 $4.8M
Chapin Davis, Inc. 1.64% Reduce -14.3% 8,614 $4.8M
Burling Wealth Partners, LLC 1.01% Add +5.2% 8,606 $4.8M
Alterna Wealth Management, Inc. 3.64% Reduce -0.2% 8,587 $4.8M
Colony Family Offices, LLC 1.48% Reduce -8.1% 8,447 $4.7M
Retirement Guys Formula LLC 2.35% Add +223.8% 8,470 $4.7M
Element Wealth, LLC 2.54% Reduce -1.1% 8,469 $4.7M
Jackson Hole Capital Partners, LLC 0.94% Add +6.2% 8,462 $4.7M
B & T Capital Management DBA Alpha Capital Management 0.90% Add +3.3% 8,445 $4.7M
ForthRight Wealth Management, LLC 1.58% Reduce -0.5% 8,444 $4.7M
Oribel Capital Management, LP 0.58% Add +41.2% 8,400 $4.7M
Victrix Investment Advisors 2.47% New 8,551 $4.7M
MTM Investment Management, LLC 1.81% Reduce -11.3% 8,366 $4.7M
American Alpha Advisors, LLC 4.16% Reduce -1.1% 8,386 $4.7M
Alpine Global Management, LLC 1.39% Add +107.0% 8,344 $4.7M
Tennessee Valley Asset Management Partners 0.76% Reduce -1.9% 8,341 $4.7M
Visionary Wealth Advisors 0.28% Add +66.7% 8,333 $4.7M
NWK Group, Inc. 2.13% Reduce -0.3% 8,332 $4.7M
Significant Wealth Partners LLC 2.39% Add +40.3% 8,329 $4.7M
Greenup Street Wealth Management LLC 0.92% Reduce -12.9% 8,316 $4.7M
BlueSky Wealth Advisors, LLC 0.72% Reduce -0.7% 8,306 $4.6M
Laraway Financial Advisors Inc 3.69% Add +1.1% 8,294 $4.6M
Bellwether Advisors, LLC 0.97% Add +153.5% 8,292 $4.6M
Arcus Capital Partners, LLC 1.86% Reduce -38.5% 8,264 $4.6M
Cherrydale Wealth Management, LLC 1.83% Add +0.3% 8,262 $4.6M
Full Sail Capital, LLC 0.30% Add +328.9% 8,248 $4.6M
WorthPointe, LLC 2.10% Reduce -3.8% 8,242 $4.6M
Orin Green Financial, LLC 2.17% New 8,968 $4.6M
Shade Tree Advisors LLC 4.57% Add +244.5% 8,237 $4.6M
Merkkuri Wealth Advisors LLC 3.94% Reduce -22.1% 8,231 $4.6M
Tower View Wealth Management LLC 2.68% Reduce -1.1% 8,227 $4.6M
Alpha Cubed Investments, LLC 0.21% Add +23.6% 8,223 $4.6M
Compass Capital Corp. /Ma/ 2.41% Add +48.0% 8,534 $4.6M
Coastwise Capital Group, LLC 3.86% Add +10.5% 8,197 $4.6M
Tandem Financial, LLC 4.99% Add +0.9% 8,165 $4.6M
Abel Hall, LLC 2.75% No change 8,148 $4.6M
LJI Wealth Management, LLC 0.91% Reduce -8.5% 8,134 $4.6M
Northeast Investment Management 0.21% Add +14.2% 8,120 $4.5M
GAMMA Investing LLC 0.34% Add +99.2% 8,107 $4.5M
Luminvest Wealth Management LLC 1.87% No change 8,106 $4.5M
ABLE Financial Group, LLC 1.27% Reduce -0.1% 8,095 $4.5M
Anchor Investment Management, LLC 0.42% Reduce -0.2% 8,087 $4.5M
M1 Capital Management LLC 2.83% Add +0.8% 8,087 $4.5M
Syntax Research, Inc. 3.12% Reduce -2.2% 8,068 $4.5M
PICTET BANK & TRUST Ltd 5.51% No change 8,060 $4.5M
Donaldson Capital Management, LLC 0.17% Reduce -18.3% 8,046 $4.5M
Nvwm, LLC 1.19% Add +13.9% 8,037 $4.5M
Peak Planning Group, LLC 1.89% Add +3.0% 8,021 $4.5M
Rialto Wealth Management, LLC 1.41% No change 8,019 $4.5M
Total Clarity Wealth Management, Inc. 1.46% Reduce -1.6% 7,646 $4.5M
Acadian Asset Management LLC 0.01% Add +783.4% 7,995 $4.5M
Ridgecrest Wealth Partners, LLC 2.34% Add +0.2% 7,979 $4.5M
Clientfirst Wealth Management, LLC 5.04% Add +1.1% 7,950 $4.4M
Woodstock Corp. 0.44% Add +5.4% 7,925 $4.4M
Bantamac Capital, LLC 2.12% Add +55.4% 7,917 $4.4M
Rebalance, LLC 0.33% Reduce -2.5% 7,902 $4.4M
Cohen Capital Management, Inc. 0.76% Add +0.0% 7,897 $4.4M
Brookwood Investment Group LLC 0.76% — 7,888 $4.4M
Peachtree Investment Partners, LLC 1.74% Reduce -0.3% 7,878 $4.4M
1900 Wealth Management LLC 0.37% Reduce -2.2% 7,872 $4.4M
TruWealth Advisors, LLC 0.26% Reduce -0.7% 7,830 $4.4M
KMT Wealth Management, LLC 3.00% Add +2020.0% 7,823 $4.4M
McDonald Partners LLC 1.14% Reduce -6.0% 7,820 $4.4M
MIdWestOne Financial Group, Inc. 0.62% No change 7,820 $4.4M
Omega Financial Group, LLC 1.67% Reduce -7.7% 7,762 $4.3M
Little House Capital LLC 1.19% Reduce -64.3% 7,758 $4.3M
ELCO Management Co., LLC 2.40% Reduce -0.3% 7,754 $4.3M
Coign Capital Advisors LLC 3.33% Reduce -4.3% 7,736 $4.3M
CPC Advisors, LLC 0.60% Reduce -55.6% 7,738 $4.3M
Pegasus Asset Management, Inc. 1.73% Reduce -1.5% 7,732 $4.3M
Evernest Financial Advisors, LLC 1.55% Reduce -0.4% 7,732 $4.3M
Farringdon Capital, Ltd. 2.17% New 7,707 $4.3M
Long Run Wealth Advisors, LLC 0.98% Add +0.3% 7,704 $4.3M
Ledyard National Bank 0.43% Reduce -7.2% 7,700 $4.3M
Sagespring Wealth Partners, LLC 0.11% Reduce -0.6% 143,351 $4.3M
Q3 Asset Management 2.93% Add +37.8% 7,651 $4.3M
Beese Fulmer Investment Management, Inc. 0.37% Add +17.3% 7,646 $4.3M
Planning Directions Inc. 1.83% Add +1121.8% 7,636 $4.3M
Levin Capital Strategies, L.P. 0.45% Reduce -28.2% 7,634 $4.3M
Resurgent Financial Advisors LLC 2.57% Add +14.2% 7,630 $4.3M
BOK Financial Private Wealth, Inc. 0.32% Add +18.3% 7,590 $4.3M
Invst, LLC 0.58% Reduce -11.5% 7,609 $4.3M
Russell Investments Group, Ltd. 0.01% Reduce -3.4% 7,608 $4.3M
Heritage Investment Group, Inc. 0.80% Add +8.4% 7,593 $4.2M
Single Point Partners, LLC 0.99% Reduce -3.3% 7,576 $4.2M
Objective Capital Management, LLC 5.39% Reduce -43.2% 7,559 $4.2M
Blankinship & Foster, LLC 1.07% Add +12.0% 7,552 $4.2M
Hoxton Planning & Management, LLC 1.61% Add +114.5% 7,526 $4.2M
Allegheny Financial Group 1.08% Add +1.0% 7,520 $4.2M
Chesapeake Wealth Management 1.50% Reduce -1.6% 7,505 $4.2M
Orvieto Partners, L.P. 3.68% New 7,500 $4.2M
Alley Investment Management Company, LLC 0.52% Add +0.4% 7,471 $4.2M
Aegis Wealth Management LLC 2.46% No change 7,470 $4.2M
Almanack Investment Partners, LLC. 0.83% Reduce -8.9% 7,470 $4.2M
Marshall Wace, LLP 0.01% Reduce -52.0% 7,456 $4.2M
Delta Investment Management, LLC 0.84% Reduce -2.7% 7,449 $4.2M
Madden Advisory Services, Inc. 1.94% Reduce -1.2% 7,435 $4.2M
DDD Partners, LLC 0.51% Reduce -60.6% 7,435 $4.2M
AtlasMark Financial, Inc 3.86% No change 7,430 $4.2M
Twin Lakes Capital Management, LLC 2.80% Add +0.2% 7,422 $4.2M
Journey Beyond Wealth, LLC 3.87% Reduce -0.3% 7,395 $4.1M
Weinberger Asset Management, Inc 1.77% Reduce -4.2% 7,368 $4.1M
Schaper Benz & Wise Investment Counsel Inc. 0.33% Reduce -1.7% 7,361 $4.1M
Pursue Wealth Partners LLC 2.50% Add +0.3% 7,348 $4.1M
Arrow Financial Corp 0.46% Reduce -0.3% 7,326 $4.1M
Onyx Bridge Wealth Group LLC 0.59% Add +6.6% 7,320 $4.1M
Raffa Wealth Management, LLC 0.93% Add +0.1% 7,311 $4.1M
Hamilton Point Investment Advisors, LLC 0.74% Reduce -1.1% 7,289 $4.1M
Steph & Co. 1.46% Reduce -1.2% 7,264 $4.1M
LBMC Investment Advisors, LLC 0.32% Reduce -5.1% 7,258 $4.1M
Liberty Square Wealth Partners LLC 1.55% Reduce -2.9% 7,253 $4.1M
Thoroughbred Financial Services, LLC 0.25% Add +6.8% 7,252 $4.1M
Beacon Financial Advisory LLC 1.23% Add +0.6% 7,248 $4.1M
Barrett & Company, Inc. 1.74% Reduce -1.4% 7,228 $4.0M
Independent Advisor Alliance 0.13% Reduce -96.5% 7,217 $4.0M
Power Wealth Management LLC 1.63% Reduce -5.7% 7,213 $4.0M
DHJJ Financial Advisors, Ltd. 1.62% Add +0.3% 7,204 $4.0M
Family Legacy, Inc. 1.38% Reduce -8.4% 7,192 $4.0M
Uptick Partners, LLC 1.36% Add +100.8% 7,192 $4.0M
Stonebridge Financial Group, LLC 0.43% Add +16.5% 7,186 $4.0M
Aldebaran Financial Inc. 4.88% Reduce -0.1% 7,140 $4.0M
Roman Butler Fullerton & Co. 1.56% Reduce -39.7% 7,428 $4.0M
Resolute Wealth Strategies, LLC 2.23% Reduce -3.0% 7,134 $4.0M
Nikulski Financial, Inc. 1.21% Add +2.2% 7,131 $4.0M
Platform Technology Partners 1.16% Reduce -0.0% 7,124 $4.0M
ICONIQ Capital, LLC 0.07% Add +0.0% 7,115 $4.0M
Boston Research & Management Inc. 0.98% Reduce -0.3% 7,094 $4.0M
Catalyst Private Wealth, LLC 1.93% Reduce -6.3% 7,089 $4.0M
Signature Wealth Management Partners, LLC 2.59% Add +0.0% 7,074 $4.0M
Cohen & Steers, Inc. 0.01% Reduce -12.4% 7,047 $3.9M
Moneda S.A. Administradora General de Fondos 4.22% Add +16.4% 7,030 $3.9M
Revolve Wealth Partners, LLC 0.57% Reduce -0.1% 7,030 $3.9M
Marks Group Wealth Management, Inc 0.38% Add +0.4% 7,005 $3.9M
Charter Oak Capital Management, LLC 0.36% Reduce -7.7% 7,001 $3.9M
Horan Capital Advisors, LLC. 1.32% No change 6,987 $3.9M
Sonora Investment Management Group, LLC 0.31% Add +7.2% 6,984 $3.9M
Elevation Wealth Partners, LLC 1.69% Add +0.5% 6,971 $3.9M
True North Advisors, LLC 0.69% New 6,964 $3.9M
Semus Wealth Partners LLC 2.71% Reduce -2.7% 6,963 $3.9M
Clarendon Private LLC 4.11% Add +0.2% 6,958 $3.9M
Dunhill Financial, LLC 1.77% Reduce -18.0% 6,950 $3.9M
Generation Capital Management LLC 3.50% Reduce -1.5% 6,946 $3.9M
Eagle Global Advisors LLC 0.16% Reduce -39.1% 6,933 $3.9M
WESCAP Management Group, Inc. 0.94% Reduce -23.1% 6,914 $3.9M
Rational Advisors, Inc. 0.41% Add +44.0% 6,912 $3.9M
Financial Perspectives, Inc 1.32% Add +7.7% 6,912 $3.9M
Sandy Cove Advisors, LLC 1.55% Reduce -1.7% 6,904 $3.9M
Cahill Wealth Management, LLC 1.97% Add +12.2% 6,903 $3.9M
Goldstone Financial Group, LLC 0.58% Reduce -7.9% 6,897 $3.9M
Continuum Advisory, LLC 0.50% Add +1.7% 6,890 $3.9M
Sage Financial Group Inc. 0.31% Add +9.7% 6,888 $3.9M
McAdam, LLC 0.24% Reduce -31.3% 6,888 $3.9M
Mengis Capital Management, Inc. 0.81% Reduce -3.7% 6,881 $3.8M
Avalon Trust Co 0.31% Reduce -9.0% 6,870 $3.8M
Cascades Capital Asset Management, LLC 2.12% Add +0.1% 6,857 $3.8M
XML Financial, LLC 0.36% Add +18.0% 6,851 $3.8M
Park Square Financial Group, LLC 3.04% Reduce -20.1% 6,851 $3.8M
Sunesis Advisors, LLC 2.08% Reduce -5.0% 6,850 $3.8M
Pictet North America Advisors SA 0.38% Reduce -1.7% 6,847 $3.8M
Ranch Capital Advisors Inc. 1.81% Reduce -1.3% 6,821 $3.8M
Waterfront Wealth Inc. 0.93% Add +0.2% 6,826 $3.8M
Clear Point Advisors Inc. 3.43% Add +0.0% 6,826 $3.8M
Sonata Capital Group Inc. 1.66% Add +5.2% 6,816 $3.8M
Texas Capital Bancshares Inc 1.62% No change 6,811 $3.8M
Ironclad Investments LLC 2.14% No change 6,805 $3.8M
Twin Peaks Wealth Advisors, LLC 1.73% Reduce -5.0% 7,075 $3.8M
Reynders McVeigh Capital Management, LLC 0.21% No change 6,778 $3.8M
Mirabaud & Cie SA 1.29% Reduce -10.7% 6,771 $3.8M
Capital Wealth Alliance, LLC 2.26% Reduce -5.4% 6,766 $3.8M
Zions Bancorporation, National Association 0.24% — 6,762 $3.8M
Highland Capital Management, LLC 0.23% Add +6.7% 6,752 $3.8M
Austin Asset Management Co Inc 0.83% Reduce -2.2% 6,738 $3.8M
Nemes Rush Group LLC 0.48% Reduce -28.1% 6,736 $3.8M
Edge Wealth Management LLC 0.76% Reduce -0.8% 6,733 $3.8M
MetLife Inc 38.92% Reduce -3.5% 6,724 $3.8M
Strategic Investment Management, LLC 1.51% Reduce -8.0% 6,720 $3.8M
Callan Capital, LLC 0.28% Add +7.0% 6,694 $3.7M
Winch Advisory Services, LLC 0.99% Add +5.2% 6,683 $3.7M
Everett Harris & Co. 0.05% Reduce -4.0% 6,680 $3.7M
LMR Partners LLP 0.10% Reduce -99.2% 6,672 $3.7M
SeaBridge Investment Advisors LLC 0.80% No change 6,655 $3.7M
Breed's Hill Capital LLC 2.00% Add +5.1% 6,642 $3.7M
Drucker Wealth 3.0, LLC 0.82% Add +4.9% 6,640 $3.7M
Wetzel Investment Advisors, Inc. 1.88% Reduce -0.5% 6,606 $3.7M
Insight Wealth Strategies, LLC 0.50% Add +1.0% 6,624 $3.7M
Alpha Wealth Funds, LLC 4.02% Reduce -17.4% 6,623 $3.7M
Monograph Wealth Advisors, LLC 0.50% Add +12.3% 6,599 $3.7M
Braun Stacey Associates Inc. 0.15% Reduce -4.1% 6,602 $3.7M
Home Federal Bank of Tennessee 1.09% No change 6,602 $3.7M
Juncture Wealth Strategies, LLC 1.43% Reduce -11.7% 6,601 $3.7M
ArchPoint Investors 1.21% No change 6,579 $3.7M
Darrow Company, Inc. 2.06% Add +194.5% 6,599 $3.7M
Inspirion Wealth Advisors, LLC 0.51% Reduce -6.9% 6,597 $3.7M
Orgel Wealth Management, LLC 0.10% Add +5.9% 6,597 $3.7M
Per Stirling Capital Management, LLC. 0.53% Reduce -36.1% 6,596 $3.7M
Enclave Advisors LLC 0.63% Add +0.1% 6,593 $3.7M
Climber Capital SA 2.89% No change 7,735 $3.7M
Howard Wealth Management, LLC 2.05% Reduce -0.3% 6,565 $3.7M
Opal Wealth Advisors, LLC 1.13% Reduce -6.4% 6,555 $3.7M
Roffman Miller Associates Inc. 0.23% Add +1.1% 6,542 $3.7M
Phillips Financial Management, LLC 0.28% Reduce -0.1% 6,537 $3.7M
Baker Ellis Asset Management LLC 0.53% Add +0.1% 6,512 $3.6M
Park National Corp. 0.13% Add +14.8% 6,511 $3.6M
Estate Counselors, LLC 0.38% Add +195.9% 6,510 $3.6M
Cahill Financial Advisors Inc. 0.49% Add +2.8% 6,496 $3.6M
First United Bank & Trust 1.36% Reduce -3.4% 6,493 $3.6M
Bennett Selby Investments LP 1.43% Add +41.3% 6,486 $3.6M
American State Bank (Iowa) 2.19% Add +0.5% 6,480 $3.6M
Cascade Financial Partners, LLC 0.46% Add +0.1% 6,468 $3.6M
Fiduciary Wealth Partners, LLC 3.13% — 6,467 $3.6M
SC&H Financial Advisors, Inc. 0.71% Reduce -0.5% 6,466 $3.6M
Investmark Advisory Group LLC 1.78% Add +2.5% 6,444 $3.6M
Cape Cod Five Cents Savings Bank 0.33% No change 6,278 $3.6M
Ascent Wealth Partners, LLC 0.48% Add +15.7% 6,437 $3.6M
Alamea Verwaltungs GmbH 3.10% — 6,401 $3.6M
Abacus Planning Group, Inc. 0.63% Reduce -0.8% 6,396 $3.6M
Pines Wealth Management, LLC 1.65% Add +7.5% 7,191 $3.6M
M.E. Allison & Co., Inc. 3.53% Add +2.7% 6,379 $3.6M
Farmers National Bank 1.01% Reduce -3.8% 6,375 $3.6M
Fragasso Financial Advisors Inc 0.26% Reduce -3.0% 6,361 $3.6M
Northwest Bancshares, Inc. 0.65% Reduce -1.8% 6,334 $3.5M
Paradigm, Strategies in Wealth Management, LLC 2.39% Reduce -1.7% 6,334 $3.5M
Sound Income Strategies, LLC 0.21% Add +201.1% 6,333 $3.5M
Sterling Financial Group, Inc. 1.28% No change 6,328 $3.5M
North Capital, Inc. 3.34% — 6,325 $3.5M
Earned Wealth Advisors, LLC 0.78% Add +443.8% 6,319 $3.5M
Stephenson & Company, Inc. 2.29% Add +0.0% 6,303 $3.5M
Graves Light Lenhart Wealth, Inc. 0.43% Reduce -3.1% 6,298 $3.5M
Rossmore Private Capital 0.43% Reduce -4.8% 6,292 $3.5M
KPP Advisory Services LLC 0.67% Add +237.6% 6,289 $3.5M
Midland Wealth Advisors, LLC 0.21% Reduce -36.8% 6,285 $3.5M
Woodmont Investment Counsel LLC 0.25% Add +7.0% 6,281 $3.5M
Northside Capital Management, LLC 0.57% Add +3.7% 6,272 $3.5M
Ofc Financial Planning, LLC 3.96% Reduce -0.7% 6,255 $3.5M
Tradition Wealth Management, LLC 0.31% Add +11.7% 6,246 $3.5M
Councilmark Asset Management, LLC 2.36% No change 6,245 $3.5M
F&V Capital Management, LLC 0.90% No change 6,226 $3.5M
Keebeck Wealth Management 0.51% Add +8.0% 6,202 $3.5M
Colonial Trust Co / SC 0.54% Reduce -0.8% 6,218 $3.5M
Affiance Financial, LLC 0.81% Reduce -3.6% 6,209 $3.5M
Cooper Financial Group 0.46% Reduce -1.6% 6,206 $3.5M
Security Financial Services, INC. 0.69% Reduce -0.6% 6,196 $3.5M
Tanglewood Legacy Advisors, LLC 1.52% Reduce -17.2% 6,189 $3.5M
Flagstar Securities, Inc. 0.88% Add +2.4% 6,168 $3.5M
City Holding Co. 0.49% Add +9.6% 6,186 $3.5M
Valley Wealth Managers, Inc. 0.26% Reduce -3.9% 6,182 $3.5M
Forza Wealth Management, LLC 1.55% No change 6,168 $3.5M
Pullen Investment Management, LLC 2.18% Reduce -0.5% 6,165 $3.4M
BCM Advisors, LLC 0.78% No change 6,068 $3.4M
Mason & Associates, LLC 0.99% Reduce -0.4% 6,147 $3.4M
Fagan Associates, Inc. 0.57% Reduce -2.6% 6,146 $3.4M
K.J. Harrison & Partners Inc 0.67% Reduce -73.8% 6,143 $3.4M
Jaffetilchin Investment Partners, LLC 0.25% Add +2.6% 6,142 $3.4M
Wealthspire Retirement, LLC 0.27% Reduce -3.8% 6,129 $3.4M
Capital Insight Partners, LLC 0.60% Reduce -4.1% 6,117 $3.4M
Ramsay, Stattman, Vela & Price, Inc. 0.65% Reduce -2.3% 6,107 $3.4M
Atlas Legacy Advisors, LLC 0.87% Reduce -14.9% 6,093 $3.4M
Octavia Wealth Advisors, LLC 0.41% Add +0.2% 6,068 $3.4M
Patriot Financial Group Insurance Agency, LLC 0.46% Add +28.7% 6,076 $3.4M
Spectrum Wealth Advisory Group, LLC 1.63% Reduce -10.0% 6,076 $3.4M
PDS Planning, Inc 0.29% Add +0.3% 6,071 $3.4M
NDWM LLC 3.31% Reduce -69.5% 6,058 $3.4M
Tritonpoint Wealth, LLC 0.32% Reduce -4.9% 6,033 $3.4M
Abound Wealth Management 1.13% Add +2.2% 6,048 $3.4M
Silvant Capital Management LLC 0.16% No change 6,045 $3.4M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $3.4M
North Star Asset Management Inc. 0.15% Add +2.8% 6,026 $3.4M
Roberts Glore & Co. Inc. 1.03% Reduce -26.0% 6,017 $3.4M
M3 Advisory Group, LLC 2.66% Add +1.1% 6,017 $3.4M
Goodman Financial Corp 0.73% Add +119.1% 6,016 $3.4M
Certuity, LLC 0.35% Reduce -6.7% 6,013 $3.4M
Nwam LLC 0.29% Reduce -67.7% 6,004 $3.4M
Wynn Capital, LLC 1.99% Reduce -15.5% 6,000 $3.4M
Two Sigma Securities, LLC 0.51% Add +112.8% 5,988 $3.3M
1 North Wealth Services LLC 1.55% Add +1.4% 5,977 $3.3M
Seeds Investor LLC 0.94% Add +81.6% 5,976 $3.3M
Mayport, LLC 0.92% No change 5,976 $3.3M
Essex LLC 0.72% Add +0.3% 5,975 $3.3M
Griffith & Werner, Inc. 2.08% Add +56.9% 5,970 $3.3M
Willis Johnson & Associates, Inc. 0.25% Reduce -8.4% 5,969 $3.3M
W Advisors, LLC 2.08% Add +0.0% 5,952 $3.3M
Waycross Investment Management Co 3.75% Add +2.4% 5,941 $3.3M
Abacus Wealth Partners, LLC 0.50% Reduce -2.9% 5,938 $3.3M
Horizon Investment Services, LLC 1.61% Add +8.6% 5,933 $3.3M
LYNX Capital Group Ltd. 1.71% No change 5,930 $3.3M
First National Bank Sioux Falls 1.34% No change 5,929 $3.3M
Jackson Square Capital, LLC 1.08% Add +1.0% 5,919 $3.3M
BridgePort Financial Solutions, LLC 1.49% Add +1.3% 5,915 $3.3M
Cape Investment Advisory, Inc. 1.32% Reduce -2.0% 5,915 $3.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.50% Add +2.1% 5,910 $3.3M
Mystic Asset Management, Inc. 0.87% Reduce -0.8% 5,894 $3.3M
Next Capital Management LLC 1.58% Add +14.0% 5,887 $3.3M
Prasad Wealth Partners, LLC 1.08% Reduce -5.2% 5,889 $3.3M
First County Bank 1.82% Reduce -30.4% 5,884 $3.3M
WealthPlan Investment Management, LLC 0.32% Add +17.0% 5,877 $3.3M
CWS Financial Advisors, LLC 1.04% Add +0.1% 5,864 $3.3M
Capital City Trust Co. 0.90% Add +4.0% 5,862 $3.3M
Gemmer Asset Management LLC 0.33% Reduce -2.0% 5,855 $3.3M
Towerpoint Wealth, LLC 1.62% Reduce -1.4% 5,844 $3.3M
Strait & Sound Wealth Management LLC 1.52% Add +12.4% 5,830 $3.3M
Boston Trust Walden Corp 0.02% Reduce -0.6% 5,825 $3.3M
GW&K Investment Management, LLC 0.03% Reduce -34.2% 5,815 $3.3M
D L Carlson Investment Group Inc. 0.62% Reduce -19.1% 5,812 $3.3M
Kelman-Lazarov, Inc. 0.59% Reduce -1.0% 5,807 $3.2M
Schneider Downs Wealth Management Advisors, LP 0.59% Add +14.3% 5,803 $3.2M
Westside Investment Management, Inc. 0.69% Add +1.5% 5,768 $3.2M
Essex Bank 0.79% Add +0.2% 5,769 $3.2M
Gold Investment Management Ltd. 1.36% Reduce -1.9% 5,764 $3.2M
High Falls Advisors, Inc 0.75% Reduce -0.6% 5,749 $3.2M
Tillman Hartley LLC 0.93% No change 5,741 $3.2M
Raab & Moskowitz Asset Management LLC 0.81% Reduce -0.9% 5,740 $3.2M
Weaver Consulting Group 0.97% Add +0.0% 5,729 $3.2M
Todd Asset Management LLC 0.08% Reduce -28.6% 5,725 $3.2M
Strategic Financial Concepts, LLC 0.60% Add +6.8% 5,710 $3.2M
Libra Wealth LLC 1.20% No change 5,703 $3.2M
SkyView Investment Advisors, LLC 0.48% No change 5,700 $3.2M
Breakwater Capital Group 0.57% Add +0.7% 5,681 $3.2M
Bellevue Group AG 0.07% No change 5,660 $3.2M
Cornerstone Advisory, LLC 0.37% Add +2.7% 5,653 $3.2M
First Interstate Bank 0.19% Reduce -11.2% 5,647 $3.2M
Parisi Gray Wealth Management 1.03% Reduce -1.9% 5,635 $3.2M
BankPlus Wealth Management LLC 2.31% Reduce -7.2% 5,613 $3.1M
Duncker Streett & Co. Inc. 0.62% Reduce -2.4% 5,598 $3.1M
Spirepoint Private Client, LLC 0.41% Add +1.7% 5,581 $3.1M
Henrickson Nauta Wealth Advisors, Inc. 1.27% Reduce -3.9% 5,919 $3.1M
GatePass Capital, LLC 2.35% Add +18.7% 5,550 $3.1M
Greykasell Wealth Strategies, Inc. 1.65% Add +2.3% 5,540 $3.1M
Meketa Investment Group Inc. 4.16% Add +95.9% 10,828 $3.1M
Fielder Capital Group LLC 0.89% Add +178.8% 5,526 $3.1M
1834 Investment Advisors Co. 0.40% Add +3.3% 5,511 $3.1M
Mitchell Sinkler & Starr 0.86% Reduce -0.6% 5,495 $3.1M
Acropolis Investment Management, LLC 0.18% Reduce -0.1% 5,494 $3.1M
Checchi Capital Advisers, LLC 0.22% Add +1.9% 5,493 $3.1M
Roehl & Yi Investment Advisors, LLC 1.67% Add +16.4% 5,493 $3.1M
Summit Place Financial Advisors, LLC 1.73% Add +2.3% 5,493 $3.1M
Meridian Investment Counsel Inc. 0.90% Reduce -14.3% 5,477 $3.1M
Warner Financial, Inc. 1.35% Add +0.0% 5,474 $3.1M
Transce3nd, LLC 1.37% Reduce -89.2% 5,469 $3.1M
Capital Research Global Investors 0.00% Add +1.4% 5,503 $3.1M
Gilbert & Cook, Inc. 0.44% Reduce -2.0% 5,461 $3.1M
Armstrong Henry H Associates Inc. 0.30% Reduce -8.4% 5,456 $3.1M
Parsons Capital Management Inc. 0.17% Add +0.1% 5,437 $3.0M
Robinson Value Management, Ltd. 1.96% Add +74.8% 5,436 $3.0M
Castleview Partners, LLC 2.06% Reduce -14.4% 5,429 $3.0M
Evelyn Partners Investment Management LLP 0.10% Add +5.7% 5,427 $3.0M
Harmony Asset Management LLC 1.26% Add +4.6% 5,388 $3.0M
Beaird Harris Wealth Management, LLC 0.26% Add +9.0% 5,384 $3.0M
Sivia Capital Partners, LLC 1.40% No change 5,380 $3.0M
Hennion & Walsh Asset Management, Inc. 0.13% New 5,378 $3.0M
Sittner & Nelson, LLC 1.28% Add +1.3% 5,369 $3.0M
Koss-Olinger Consulting, LLC 0.25% New 5,355 $3.0M
Geometric Wealth Advisors 0.51% Reduce -1.5% 5,349 $3.0M
OP Asset Management Ltd 0.05% — 5,345 $3.0M
Middleton & Co. Inc. 0.35% Reduce -1.9% 5,342 $3.0M
TRUE Private Wealth Advisors 0.36% Reduce -4.4% 5,342 $3.0M
Mason Investment Advisory Services, Inc. 0.18% Reduce -1.5% 5,341 $3.0M
Waters Parkerson & Co., LLC 0.16% Add +0.3% 5,336 $3.0M
Charter Research & Investment Group, Inc. 2.28% No change 5,333 $3.0M
Mitchell McLeod Pugh & Williams Inc. 0.62% Reduce -0.1% 5,332 $3.0M
Wood Tarver Financial Group, LLC 0.97% Add +3.2% 5,325 $3.0M
East Coast Asset Management, LLC. 1.05% No change 5,319 $3.0M
Eagle Capital Management LLC 0.01% Reduce -96.2% 5,318 $3.0M
Burney Co./ 0.11% Reduce -46.6% 5,311 $3.0M
Eagle Wealth Strategies LLC 1.82% Add +0.0% 5,309 $3.0M
Ironwood Investment Counsel, LLC 0.51% Reduce -10.9% 5,303 $3.0M
Yost Capital Management, LP 4.55% Reduce -72.7% 5,300 $3.0M
Evensky & Katz LLC 0.20% Add +4.7% 5,298 $3.0M
Obsidian Cio, LLC 0.48% Add +51.2% 5,287 $3.0M
Cove Private Wealth, LLC 1.58% Add +11.6% 5,284 $3.0M
Epiq Partners, LLC 1.64% Add +0.0% 5,270 $2.9M
Summit Financial Wealth Advisors, LLC 0.58% Add +0.3% 5,255 $2.9M
Evergreen Advisors, LLC 0.82% Reduce -10.4% 5,253 $2.9M
Congress Asset Management Co. 0.02% Reduce -34.3% 5,245 $2.9M
1832 Asset Management L.P. 0.01% Reduce -88.3% 5,239 $2.9M
Financial Synergies Wealth Advisors, Inc. 0.36% Add +5.7% 5,237 $2.9M
Fulcrum Equity Management 3.20% Add +111.3% 5,236 $2.9M
Rede Wealth, LLC 1.03% Reduce -0.4% 5,229 $2.9M
Paladin Advisory Group, LLC 2.34% Add +0.4% 5,225 $2.9M
Leeward Financial Partners, LLC 1.09% Reduce -3.5% 5,214 $2.9M
Traynor Capital Management, Inc. 0.25% Reduce -18.5% 5,214 $2.9M
Ameraudi Asset Management, Inc. 1.67% Reduce -8.1% 5,213 $2.9M
Rollins Financial Advisors, LLC 0.51% Reduce -14.5% 5,213 $2.9M
Global Assets Advisory, LLC 0.55% Add +165.7% 5,444 $2.9M
Hassell Wealth Management, LLC 1.24% Reduce -21.7% 5,404 $2.9M
McDaniel Terry & Co. 0.25% No change 5,203 $2.9M
Wallington Asset Management, LLC 0.42% Reduce -4.6% 5,203 $2.9M
Optivise Advisory Services LLC 1.63% Reduce -2.3% 5,193 $2.9M
Beaumont Financial Advisors, LLC 0.23% Add +6.5% 5,191 $2.9M
Lifeworks Advisors, LLC 0.48% Reduce -8.6% 5,181 $2.9M
Wealthquest Corp 0.24% Add +1.9% 5,175 $2.9M
Watershed Private Wealth LLC 1.16% No change 5,168 $2.9M
Allium Financial Advisors, LLC 2.64% — 5,168 $2.9M
UNIVEST FINANCIAL Corp 0.19% Reduce -6.3% 5,159 $2.9M
Bearing Point Capital, LLC 0.61% Add +2.1% 5,158 $2.9M
First Commonwealth Financial Corp 0.68% Add +1.8% 5,143 $2.9M
Archford Capital Strategies, LLC 0.42% Add +32.6% 5,142 $2.9M
Evelyn Partners Asset Management Ltd 0.80% Reduce -7.3% 5,140 $2.9M
Summit Financial Strategies, Inc. 0.29% Reduce -0.3% 5,135 $2.9M
Financial Advisors Network, Inc. 0.48% Reduce -1.3% 5,134 $2.9M
Capital Asset Advisory Services LLC 0.15% Reduce -8.1% 5,086 $2.9M
Maripau Wealth Management LLC 1.64% Add +15.2% 5,109 $2.9M
Bank Ozk 1.19% Add +0.1% 5,115 $2.9M
Shared Vision Wealth Group LLC 1.56% Reduce -0.1% 5,114 $2.9M
Compass Wealth Management LLC 0.73% Reduce -2.5% 5,111 $2.9M
Noesis Capital Mangement Corp. 0.57% Reduce -1.5% 5,098 $2.9M
Cottage Street Advisors LLC 1.42% Reduce -0.6% 5,087 $2.8M
Holderness Investments Co. 0.66% Add +0.8% 5,087 $2.8M
Duncan Williams Asset Management, LLC 1.03% Add +16.7% 5,084 $2.8M
Lawson Kroeker Investment Management Inc. 0.53% No change 5,083 $2.8M
Brandywine Oak Private Wealth LLC 0.28% Add +2.3% 5,047 $2.8M
Asset Management Group, Inc. 0.52% Add +0.4% 5,036 $2.8M
Ironwood Financial, llc 0.60% Reduce -2.7% 5,023 $2.8M
Rovin Capital /Ut/ 0.90% Reduce -0.2% 5,011 $2.8M
Shaker Financial Services, LLC 1.09% Reduce -47.1% 5,000 $2.8M
Miura Global Management, LLC 4.15% New 5,000 $2.8M
Broderick Brian C 0.57% Reduce -52.8% 5,000 $2.8M
Wealth Management Partners, LLC 1.30% Reduce -1.3% 4,998 $2.8M
Grange Capital, LLC 3.25% Reduce -2.7% 4,985 $2.8M
Safeguard Financial, LLC 0.61% Add +16.6% 4,984 $2.8M
Asset Allocation & Management Company, LLC 1.41% No change 4,979 $2.8M
Optima Capital LLC 1.77% Add +36.6% 4,963 $2.8M
PBMares Wealth Management LLC 0.56% Reduce -0.1% 4,956 $2.8M
Black Diamond Financial, LLC 0.42% Add +4.2% 4,947 $2.8M
Center for Financial Planning, Inc. 0.35% Reduce -2.1% 4,947 $2.8M
BHK Investment Advisors, LLC 1.17% No change 4,939 $2.8M
Northstar Group, Inc. 0.47% Add +21.0% 4,927 $2.8M
Ellevest, Inc. 0.18% Add +0.0% 4,925 $2.8M
Gallo Partners, LP 1.84% Add +318.8% 4,925 $2.8M
Mirador Capital Partners LP 0.48% Add +2.7% 4,907 $2.7M
Smith Asset Management Co., LLC 2.59% Add +22.4% 4,906 $2.7M
Peterson Wealth Services 0.86% Reduce -5.5% 4,904 $2.7M
Leigh Baldwin & Co., LLC 2.21% Add +70.9% 4,898 $2.7M
Vega Investment Solutions 0.53% New 4,889 $2.7M
Centricity Wealth Management, LLC 2.48% Reduce -0.0% 4,879 $2.7M
Pavion Blue Capital, LLC 1.30% Reduce -0.2% 4,872 $2.7M
Mathes Company, Inc. 1.12% No change 4,870 $2.7M
CMT Capital Markets Trading GmbH 1.13% Reduce -34.9% 4,866 $2.7M
Fortress Financial Group, LLC 2.72% Add +1.2% 4,865 $2.7M
McAlister, Sweet & Associates, Inc. 2.06% Reduce -0.9% 4,857 $2.7M
Harbour Capital Advisors, LLC 0.67% Reduce -4.4% 5,062 $2.7M
TBH Global Asset Management, LLC 0.52% Add +0.9% 4,851 $2.7M
Bangor Savings Bank 0.26% Add +1.2% 4,848 $2.7M
Private Wealth Group, LLC 1.59% Reduce -0.1% 4,848 $2.7M
Pacific Center for Financial Services 0.72% Reduce -79.4% 4,848 $2.7M
Ulland Investment Advisors, LLC 2.36% Reduce -9.9% 4,846 $2.7M
Denver Wealth Management, Inc. 1.24% Add +18.1% 4,844 $2.7M
Patton Albertson Miller Group, LLC 0.40% Reduce -5.7% 4,843 $2.7M
SP Asset Management LLC 0.24% Add +7.3% 4,842 $2.7M
Armstrong, Fleming & Moore, Inc 3.27% New 4,827 $2.7M
Apollon Financial, LLC 0.64% Add +28.2% 4,824 $2.7M
SOA Wealth Advisors, LLC. 0.56% Reduce -4.1% 4,818 $2.7M
Baldwin Investment Management, LLC 0.32% Reduce -32.6% 4,818 $2.7M
Searle & Co. 0.77% No change 4,806 $2.7M
Noked Israel Ltd 0.61% No change 4,794 $2.7M
Williams & Novak, LLC 2.62% Reduce -12.3% 4,776 $2.7M
Axis Wealth Partners, LLC 1.98% Add +2.5% 4,781 $2.7M
Red Door Wealth Management, LLC 0.40% Reduce -19.8% 4,773 $2.7M
REDW Wealth LLC 0.99% Reduce -23.1% 4,772 $2.7M
Greenfield Savings Bank 1.31% Add +1.7% 4,757 $2.7M
Zevenbergen Capital Investments LLC 0.06% Add +0.0% 4,755 $2.7M
Consolidated Portfolio Review Corp 0.43% Add +3.0% 4,754 $2.7M
Verus Financial Partners, Inc. 0.30% Reduce -3.3% 4,942 $2.7M
Merrion Investment Management Co, LLC 1.91% Reduce -14.7% 4,749 $2.7M
Clarity Capital Advisors, LLC 1.74% Add +0.1% 4,746 $2.7M
Horizon Wealth Management, LLC 0.45% Reduce -11.6% 4,737 $2.6M
Verum Partners LLC 0.71% Reduce -10.7% 4,735 $2.6M
Aveo Capital Partners, LLC 0.44% Reduce -68.0% 4,714 $2.6M
Altiora Financial Group, LLC 0.56% Add +3.1% 4,728 $2.6M
Innova Wealth Partners 1.63% Reduce -68.1% 4,713 $2.6M
Signet Financial Management, LLC 0.36% Add +1.9% 4,706 $2.6M
First Financial Bankshares Inc 0.06% Reduce -0.1% 4,706 $2.6M
Olistico Wealth, LLC 1.63% Reduce -3.4% 4,704 $2.6M
Staley Capital Advisers Inc. 0.12% Reduce -1.1% 4,703 $2.6M
Aurelius Family Office LLC 1.33% Reduce -0.3% 4,690 $2.6M
Longview Financial Advisors, Inc. 2.25% Reduce -1.9% 4,679 $2.6M
Comprehensive Financial Consultants Institutional, Inc. 0.93% Add +241.2% 4,671 $2.6M
Prosperity Planning, Inc. 1.18% Reduce -1.3% 4,671 $2.6M
Aviance Capital Partners, LLC 0.37% Reduce -5.0% 4,670 $2.6M
Werba Rubin Papier Wealth Management 0.57% Add +70.3% 4,666 $2.6M
AlphaQ Advisors LLC 6.25% Add +2.4% 4,664 $2.6M
Kelleher Financial Advisors 1.04% Reduce -25.6% 4,649 $2.6M
HBW Advisory Services LLC 0.37% Add +27.9% 4,645 $2.6M
Smith Salley Wealth Management 0.17% Reduce -18.2% 4,624 $2.6M
Erickson Financial Group, LLC 1.93% Reduce -7.3% 4,616 $2.6M
Cahaba Wealth Management, Inc. 0.21% Reduce -0.0% 4,612 $2.6M
Stokes Family Office, LLC 0.29% Add +0.6% 4,610 $2.6M
Builder Investment Group Inc. 0.73% Add +1.1% 4,607 $2.6M
Bull Street Advisors, LLC 1.23% No change 4,607 $2.6M
Virtus Wealth Solutions LLC 0.78% Add +1.5% 4,599 $2.6M
MV Capital Management, Inc. 0.28% Reduce -13.6% 4,596 $2.6M
SGL Investment Advisors, Inc. 1.34% Add +25.1% 4,550 $2.6M
Cadinha & Co. LLC 0.55% Reduce -5.6% 4,583 $2.6M
City State Bank 0.84% Add +10.3% 4,582 $2.6M
Allegiance Financial Group Advisory Services LLC 0.78% Reduce -3.0% 4,576 $2.6M
Marshall & Sullivan Inc. 1.30% Reduce -0.1% 4,576 $2.6M
McIlrath & Eck, LLC 0.31% Reduce -14.0% 4,571 $2.6M
Augustine Asset Management Inc. 0.75% Reduce -12.1% 4,563 $2.6M
Tidemark, LLC 0.93% Reduce -4.6% 4,544 $2.5M
Redmont Wealth Advisors LLC 4.95% Reduce -22.4% 4,542 $2.5M
McElhenny Sheffield Capital Management, LLC 0.95% Reduce -91.5% 4,534 $2.5M
Tudor Financial Inc. 1.52% Reduce -8.8% 4,528 $2.5M
River Street Advisors LLC 1.25% Reduce -2.7% 4,523 $2.5M
Cutter & CO Brokerage, Inc. 0.60% Add +2.1% 4,520 $2.5M
Elevation Point Wealth Partners, LLC 0.22% Reduce -6.3% 4,516 $2.5M
Flaharty Asset Management, LLC 0.36% Reduce -8.6% 4,513 $2.5M
PUREfi Wealth, LLC 2.52% Add +31.4% 4,511 $2.5M
Morton Capital Management LLC 0.49% Add +0.1% 4,495 $2.5M
Patriot Investment Management Group, Inc. 0.19% Reduce -1.2% 4,488 $2.5M
Madrona Financial Services, LLC 0.69% Reduce -1.4% 4,488 $2.5M
Prelude Capital Management, LLC 0.25% Add +121.1% 4,487 $2.5M
Lion Street Advisors, LLC 0.80% Reduce -16.4% 4,486 $2.5M
Fiduciary Financial Group, LLC 0.55% Add +5.3% 4,776 $2.5M
Balefire, LLC 0.86% Add +197.5% 4,478 $2.5M
Tufton Capital Management 0.48% Reduce -0.3% 4,478 $2.5M
Main Street Group, LTD 1.10% Reduce -1.7% 4,479 $2.5M
Assetmark, Inc. 0.01% Reduce -57.9% 4,476 $2.5M
Bridges Investment Management Inc. 0.04% Reduce -5.6% 4,473 $2.5M
TPG Advisors LLC 1.97% Add +0.3% 4,465 $2.5M
Cooper/Haims Advisors, LLC 1.35% Add +0.2% 4,461 $2.5M
Parkside Investments, LLC 0.37% Reduce -4.0% 4,454 $2.5M
Lynx Investment Advisory 1.66% Reduce -8.3% 4,451 $2.5M
Paces Ferry Wealth Advisors, LLC 1.24% Reduce -0.3% 4,447 $2.5M
ProVise Management Group, LLC 0.21% Add +0.1% 4,441 $2.5M
Arbor Wealth Advisors LLC 2.22% Reduce -0.0% 4,441 $2.5M
Chicago Wealth Management, Inc. 1.30% Add +46.3% 4,436 $2.5M
InTrack Investment Management Inc 2.25% Reduce -1.7% 4,433 $2.5M
Future You Wealth LLC 1.59% Add +2.3% 4,426 $2.5M
Curran Financial Partners, LLC 0.61% Add +4.7% 4,426 $2.5M
Abundance Wealth Counselors 0.52% Add +196.8% 4,425 $2.5M
Advanced Asset Management Advisors Inc 0.68% Reduce -20.1% 4,423 $2.5M
Northwest Capital Management Inc 1.01% No change 4,411 $2.5M
Newman Dignan & Sheerar, Inc. 0.67% Reduce -0.3% 4,410 $2.5M
Crescent Park Management, L.P. 1.24% Add +124.3% 4,407 $2.5M
Integral Investment Advisors, Inc. 0.79% Add +7.3% 4,396 $2.5M
Selway Asset Management 1.01% Reduce -6.9% 4,384 $2.5M
10Elms LLP 2.90% No change 4,379 $2.4M
Wellington Shields & Co., LLC 0.77% Add +13.6% 4,377 $2.4M
Ameriflex Group, Inc. 1.00% Add +19.5% 4,373 $2.4M
Wellington Shields Capital Management, LLC 0.44% Add +25.4% 4,372 $2.4M
Siligmueller & Norvid Wealth Advisors LLC 1.03% Add +0.1% 4,372 $2.4M
MPS Loria Financial Planners, LLC 0.72% Reduce -1.9% 4,366 $2.4M
Barnes Wealth Management Group, Inc 1.57% Add +3.2% 4,365 $2.4M
Annis Gardner Whiting Capital Advisors, LLC 1.03% Reduce -0.1% 4,332 $2.4M
Ami Asset Management Corp. 0.14% Add +48.3% 4,337 $2.4M
Aull & Monroe Investment Management Corp 1.21% Add +0.8% 4,324 $2.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.59% Add +89.8% 4,310 $2.4M
Outlook Wealth Advisors, LLC 0.67% Reduce -26.6% 4,300 $2.4M
Equita Financial Network, Inc. 0.84% Add +0.8% 4,298 $2.4M
Clayton Financial Group LLC 0.88% Reduce -1.9% 4,297 $2.4M
Marex Group Ltd 0.05% Add +54.9% 4,278 $2.4M
Olde Wealth Management, LLC 0.84% Add +0.0% 4,277 $2.4M
IFC Advisors LLC 0.50% Reduce -13.5% 4,275 $2.4M
Ironwood Wealth Management, LLC. 0.73% Reduce -2.6% 4,263 $2.4M
Hughes Financial Services, LLC 0.47% Reduce -11.6% 4,249 $2.4M
Chesapeake Asset Management LLC 2.26% Reduce -0.1% 4,242 $2.4M
Mach-1 Financial Group, LLC 0.71% New 4,248 $2.4M
Affinity Capital Advisors, LLC 0.47% Add +0.5% 4,442 $2.4M
LMCG Investments, LLC 0.16% Reduce -88.0% 4,217 $2.4M
Macroview Investment Management LLC 2.22% Reduce -61.8% 4,215 $2.4M
Red Lighthouse Investment Management, LLC 0.96% Add +2.0% 4,505 $2.4M
Hoese & Co LLP 2.04% No change 4,211 $2.4M
Paragon Advisors, LLC 0.89% Add +1.0% 4,209 $2.4M
Yacktman Asset Management 0.03% Reduce -89.0% 4,202 $2.4M
Team Hewins, LLC 0.91% Reduce -0.5% 4,189 $2.4M
NFSG Corp 0.57% Reduce -4.7% 4,182 $2.3M
Lake Street Private Wealth, LLC 0.38% Reduce -15.7% 4,179 $2.3M
Fortress Private Ledger, LLC 1.30% Add +15.3% 4,175 $2.3M
Worth Financial Advisory Group, LLC 1.48% Reduce -22.8% 4,173 $2.3M
Intelligence Driven Advisers, LLC 0.45% Add +0.6% 4,166 $2.3M
Allred Capital Management, LLC 0.93% No change 4,164 $2.3M
Stonegate Investment Group, LLC 0.06% Add +4.9% 4,162 $2.3M
Confluence Wealth Services, Inc. 0.15% Add +61.9% 4,348 $2.3M
Lazari Capital Management, Inc. 0.95% Add +8.8% 4,159 $2.3M
Cooksen Wealth, LLC 2.36% Reduce -0.3% 4,443 $2.3M
Wedgewood Investors Inc. 2.76% Add +1.6% 4,153 $2.3M
Stone Summit Wealth LLC 0.79% Add +4.3% 4,151 $2.3M
Oarsman Capital, Inc. 0.42% Add +28.9% 4,147 $2.3M
Private Capital Advisors, Inc. 0.28% Add +43.0% 4,145 $2.3M
Clarkston Capital Partners, LLC 0.05% Add +23.7% 4,140 $2.3M
Rice Partnership, LLC 0.47% Reduce -1.7% 4,128 $2.3M
Elite Wealth Management, Inc. 0.66% Reduce -10.5% 4,127 $2.3M
Oxbow Advisors, LLC 0.25% Reduce -0.3% 4,120 $2.3M
Pandora Wealth, Inc. 1.52% — 4,118 $2.3M
Roberts Wealth Advisors, LLC 0.71% Reduce -2.9% 4,117 $2.3M
Sterling Investment Counsel, LLC 0.79% Add +547.7% 4,113 $2.3M
Forthright Family Wealth Advisory LLC 1.52% No change 4,104 $2.3M
Euclidean Capital LLC 0.86% Reduce -99.5% 4,104 $2.3M
Stonehage Fleming Financial Services Holdings Ltd 0.08% Reduce -6.7% 4,094 $2.3M
EdgeRock Capital LLC 1.63% Reduce -4.3% 4,089 $2.3M
Cambridge Advisors Inc. 0.50% Reduce -1.0% 4,089 $2.3M
General Partner, Inc. 1.49% No change 4,088 $2.3M
Yardley Wealth Management LLC 1.35% Reduce -51.9% 4,086 $2.3M
James Investment Research, Inc. 0.29% Reduce -0.2% 4,083 $2.3M
Insight 2811, Inc. 1.16% Reduce -0.9% 4,072 $2.3M
Pin Oak Investment Advisors Inc. 1.74% Reduce -3.2% 4,156 $2.3M
Miramar Fiduciary Corp 2.04% Reduce -11.4% 4,056 $2.3M
Marshall Financial Group, LLC 0.50% Reduce -2.0% 4,052 $2.3M
Davidson Trust Co. 1.08% Reduce -0.1% 4,043 $2.3M
Whalerock Point Partners, LLC 0.55% Add +17.8% 4,034 $2.3M
Manhattan West Asset Management, LLC 0.58% Add +3.7% 4,030 $2.3M
WNY Asset Management, LLC 0.27% Reduce -2.6% 4,026 $2.3M
OMNI 360 Wealth, Inc. 1.51% Reduce -3.2% 4,026 $2.3M
Capstone Financial Advisors, Inc. 0.14% Reduce -0.7% 4,014 $2.2M
Baron Silver Stevens Financial Advisors, LLC 0.39% No change 4,010 $2.2M
Alpha Zero LLC 1.71% Reduce -11.1% 4,010 $2.2M
Spring Capital Management, LLC 1.22% Reduce -0.1% 4,004 $2.2M
Highlander Partners, L.P. 1.38% Reduce -38.5% 4,000 $2.2M
Ardsley Advisory Partners LP 0.52% New 4,000 $2.2M
Kornitzer Capital Management Inc. 0.05% Reduce -0.4% 3,990 $2.2M
Chung Wu Investment Group, LLC 2.65% Add +14.4% 3,970 $2.2M
White Lighthouse Investment Management Inc. 0.40% Add +0.5% 3,968 $2.2M
Facet Wealth, Inc. 0.06% Reduce -9.6% 3,931 $2.2M
Baldwin Wealth Partners LLC 0.16% Reduce -0.3% 3,954 $2.2M
Permanens Capital L.P. 0.40% Reduce -5.6% 3,938 $2.2M
Level Financial Advisors 0.75% Add +448.2% 3,947 $2.2M
FSM Wealth Advisors, LLC 0.50% Add +25.1% 3,946 $2.2M
New Century Financial Group, LLC 2.54% Reduce -24.8% 3,923 $2.2M
Sculati Wealth Management, LLC 0.89% Reduce -0.0% 3,916 $2.2M
YANKCOM Partnership 1.20% Reduce -0.8% 3,915 $2.2M
Royal Fund Management, LLC 0.26% Reduce -90.3% 3,904 $2.2M
Traphagen Investment Advisors LLC 0.23% Add +2.5% 3,908 $2.2M
Headinvest, LLC 0.42% Add +0.5% 3,901 $2.2M
Garrison Point Advisors, LLC 1.06% Add +5.5% 3,901 $2.2M
Founders Grove Wealth Partners, LLC 0.61% Reduce -7.5% 3,896 $2.2M
Moss Adams Wealth Advisors LLC 0.23% Add +0.5% 3,883 $2.2M
Curbstone Financial Management Corp 0.46% Add +20.0% 3,893 $2.2M
Members Wealth LLC 1.64% Add +1.0% 3,876 $2.2M
Richmond Investment Services, LLC 1.18% Reduce -42.0% 3,871 $2.2M
AlpenGlobal Capital LLC 1.56% Add +10.2% 3,867 $2.2M
CCG Wealth Management, LLC 1.29% Reduce -0.1% 3,865 $2.2M
Valley National Advisers Inc. 0.39% Reduce -0.7% 3,858 $2.2M
Private Wealth Asset Management, LLC 0.31% — 3,857 $2.2M
Grandfield & Dodd, LLC 0.13% Reduce -4.9% 3,853 $2.2M
Sawgrass Asset Management LLC 0.26% Reduce -10.0% 3,850 $2.2M
Comprehensive Financial Planning, Inc. 2.09% Reduce -1.2% 3,848 $2.2M
United Advisor Group, LLC 0.44% Add +5.0% 3,841 $2.1M
BCR Wealth Strategies, LLC 0.94% Reduce -4.1% 3,840 $2.1M
Goldstein Advisors, LLC 0.31% Reduce -0.4% 3,832 $2.1M
SMI Advisory Services, LLC 0.48% Reduce -95.0% 4,243 $2.1M
Maia Wealth LLC 0.48% Add +16.5% 3,959 $2.1M
Acorn Financial Advisory Services Inc. 0.39% Reduce -8.7% 3,812 $2.1M
Forbes Financial Planning, Inc. 1.58% Reduce -0.0% 3,809 $2.1M
FMB Wealth Management 1.18% Add +0.7% 3,803 $2.1M
Eldridge Investment Advisors, Inc. 0.49% Reduce -3.4% 3,803 $2.1M
Bank of Nova Scotia Trust Co. 0.23% Reduce -1.6% 3,798 $2.1M
Sierra Summit Advisors LLC 0.46% Reduce -0.7% 3,790 $2.1M
Wagner Wealth Management, LLC 0.53% Add +0.8% 3,781 $2.1M
Peoples Bank 1.43% Reduce -3.9% 3,781 $2.1M
Graybill Wealth Management, LTD. 0.72% — 3,776 $2.1M
CFO4Life Group, LLC 0.36% Add +2.3% 3,774 $2.1M
Trillium Asset Management, LLC 0.06% Add +4.2% 3,769 $2.1M
Lionshead Wealth Management, LLC 2.19% Reduce -40.2% 3,756 $2.1M
Barr E S & Co. 0.13% Reduce -1.1% 3,763 $2.1M
Wallace Advisory Group, LLC 1.46% Add +0.6% 3,590 $2.1M
Clark Capital Management Group, Inc. 0.02% Reduce -41.5% 3,759 $2.1M
Canal Capital Management, LLC 0.35% Reduce -20.0% 3,758 $2.1M
Uptown Financial Advisors LLC 2.17% Add +6.0% 3,755 $2.1M
Sheets Smith Wealth Management 0.26% Add +0.6% 3,754 $2.1M
Savior LLC 12.56% Reduce -6.6% 3,737 $2.1M
Disciplined Investments, LLC 0.96% Add +0.4% 3,737 $2.1M
Silvia McColl Wealth Management, LLC 1.58% Reduce -4.3% 3,736 $2.1M
Affinity Wealth Management LLC 0.39% Reduce -2.4% 3,736 $2.1M
Bingham Private Wealth, LLC 2.16% Reduce -4.1% 3,731 $2.1M
BNC Wealth Management, LLC 0.75% Reduce -2.8% 3,715 $2.1M
Bill Few Associates, Inc. 0.74% Reduce -0.9% 3,706 $2.1M
ICW Investment Advisors LLC 0.84% Add +0.3% 3,704 $2.1M
Byrne Financial Freedom, LLC 1.18% Reduce -8.3% 3,699 $2.1M
Altfest L J & Co. Inc. 0.26% Reduce -5.6% 3,696 $2.1M
Logan Capital Management Inc. 0.09% Reduce -54.1% 3,694 $2.1M
Argyle Capital Partners, LLC 1.77% Add +10.3% 3,684 $2.1M
Ingalls & Snyder LLC 0.07% Add +9.0% 3,677 $2.1M
Eagle Rock Investment Company, LLC 0.35% Reduce -15.9% 3,676 $2.1M
Welch Group, LLC 0.09% Reduce -56.2% 3,700 $2.1M
Scientech Research LLC 0.54% New 3,656 $2.0M
Grove Street Fiduciary, LLC 1.04% No change 3,651 $2.0M
NorthStar Asset Management LLC 1.28% Reduce -1.5% 3,650 $2.0M
Sage Advisors, LLC 1.43% Add +0.4% 3,642 $2.0M
Cranbrook Wealth Management, LLC 0.47% Add +2.1% 3,639 $2.0M
BCS Wealth Management 0.52% Add +0.5% 3,637 $2.0M
Fairview Capital Investment Management, LLC 0.11% Reduce -19.1% 3,636 $2.0M
JNBA Financial Advisors 0.21% Add +8.5% 3,635 $2.0M
Blue Chip Partners, LLC 0.18% No change 3,634 $2.0M
JSF Financial, LLC 0.54% Reduce -11.7% 3,632 $2.0M
Astoria Portfolio Advisors LLC. 0.69% Reduce -0.7% 3,772 $2.0M
Melfa Wealth Management, Inc. 1.36% Reduce -0.7% 3,608 $2.0M
McCarthy & Cox 0.88% Add +3.2% 3,604 $2.0M
ARS Wealth Advisors Group, LLC 0.28% Add +3.3% 3,596 $2.0M
LGT Financial Advisors LLC 6.13% Add +1.2% 3,586 $2.0M
J.P. Marvel Investment Advisors, LLC 0.35% Reduce -0.3% 3,582 $2.0M
Kagan Cocozza Asset Management 1.64% Reduce -0.4% 3,577 $2.0M
Maple Capital Management, Inc. 0.15% Reduce -18.5% 3,563 $2.0M
Falcon Wealth Planning 0.22% Add +7.7% 3,559 $2.0M
Hippocratic Financial Advisors, LLC 1.19% Add +1.4% 3,558 $2.0M
VeraBank, N.A. 0.56% Reduce -3.4% 3,557 $2.0M
Legacy Private Trust Co. 0.14% Reduce -2.0% 3,556 $2.0M
Sentry LLC 0.39% Reduce -1.1% 3,554 $2.0M
Leith Wheeler Investment Counsel Ltd. 0.14% Reduce -1.7% 3,550 $2.0M
Arista Wealth Management, LLC 0.48% Reduce -3.8% 3,546 $2.0M
Ransom Advisory, Ltd 0.98% Reduce -1.1% 3,539 $2.0M
Costello Asset Management, INC 0.80% Add +6.5% 3,533 $2.0M
Droms Strauss Advisors Inc. /Mo/ 0.68% Reduce -0.8% 3,529 $2.0M
Wealth Alliance Advisory Group, LLC 0.41% Add +0.2% 3,529 $2.0M
Charles Schwab Trust Co 0.17% Add +7.9% 3,528 $2.0M
Modus Advisors, LLC 0.64% Add +0.3% 3,516 $2.0M
Sather Financial Group Inc 0.13% Reduce -32.0% 3,476 $1.9M
Selective Wealth Management, Inc. 0.84% Reduce -1.3% 3,623 $1.9M
Tableaux LLC 1.40% Reduce -1.2% 3,458 $1.9M
Country Trust Bank 0.05% No change 3,455 $1.9M
McBroom & Associates, LLC 1.10% Reduce -6.3% 3,453 $1.9M
Manchester Financial Inc. 0.43% Reduce -2.7% 3,434 $1.9M
CFC Planning Co LLC 2.10% Add +755.4% 3,430 $1.9M
Astra Wealth Partners LLC 1.83% No change 3,424 $1.9M
Liberty Capital Management, Inc. 0.43% No change 3,419 $1.9M
Bradley & Co. Private Wealth Management, LLC 1.30% No change 3,416 $1.9M
Winebrenner Capital Management LLC 1.72% Reduce -1.0% 3,415 $1.9M
American Capital Advisory, LLC 1.03% Reduce -14.8% 3,415 $1.9M
Cherry Tree Wealth Management, LLC 0.46% Add +0.2% 3,414 $1.9M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 7.74% New 3,411 $1.9M
Auour Investments LLC 0.69% Add +4.0% 3,437 $1.9M
Altus Wealth Management, LLC 0.89% Reduce -4.3% 3,406 $1.9M
Delta Capital Management LLC 1.12% No change 3,400 $1.9M
Midwest Financial Network, LLC 1.90% Add +8.9% 3,399 $1.9M
Campbell Deegan Wealth Management, LLC 2.19% Add +2.5% 3,399 $1.9M
American Trust 0.47% Reduce -72.3% 3,396 $1.9M
Mainstream Capital Management LLC 1.50% Add +4.0% 3,381 $1.9M
AssuredPartners Investment Advisors, LLC 0.36% Reduce -4.2% 3,374 $1.9M
Centurion Wealth Management LLC 0.59% No change 3,217 $1.9M
CoreFirst Bank & Trust 1.21% Reduce -2.2% 3,367 $1.9M
Elevatus Welath Management 1.07% Add +4.5% 3,361 $1.9M
United Asset Strategies, Inc. 0.17% Reduce -20.2% 3,358 $1.9M
LVW Advisors, LLC 0.23% Add +0.2% 3,356 $1.9M
DGS Capital Management, LLC 0.49% Reduce -6.3% 3,355 $1.9M
Wallace Capital Management Inc. 0.24% Add +14.1% 3,353 $1.9M
Bright Financial Advisors, Inc. 1.15% Reduce -1.8% 3,347 $1.9M
Naviter Wealth, LLC 0.23% Add +3.5% 3,359 $1.9M
Stoneridge Investment Partners LLC 1.58% Reduce -6.4% 3,341 $1.9M
Portland Financial Advisors Inc 4.78% Reduce -4.2% 3,340 $1.9M
Agate Pass Investment Management, LLC 0.80% Reduce -3.5% 3,332 $1.9M
Mogy Joel R Investment Counsel Inc. 0.12% Reduce -6.9% 3,329 $1.9M
Summit X, LLC 0.39% Add +7.4% 3,323 $1.9M
Kohmann Bosshard Financial Services, LLC 0.22% No change 3,324 $1.9M
Means Investment Co., Inc. 0.20% Reduce -20.8% 3,311 $1.9M
Optimist Retirement Group LLC 0.93% Add +0.0% 3,305 $1.8M
Sterling Investment Advisors, Ltd. 0.44% Reduce -0.4% 3,305 $1.8M
Johnson Financial Group, LLC 0.19% Add +1.1% 3,300 $1.8M
MontVue Capital Management, Inc. 1.48% Reduce -4.2% 3,300 $1.8M
Integrity Wealth Solutions LLC 1.00% Add +6.1% 3,287 $1.8M
Hutchinson Capital Management 0.35% Reduce -12.9% 3,292 $1.8M
Asset Advisors Investment Management, LLC 0.19% Reduce -3.7% 3,291 $1.8M
Arbor Investment Advisors, LLC 0.25% Reduce -7.8% 3,290 $1.8M
Suncoast Equity Management 0.21% Reduce -27.7% 3,288 $1.8M
Ofi Invest Asset Management 0.05% Add +173.0% 3,543 $1.8M
Edgar Lomax Co. 0.11% Add +2.4% 3,278 $1.8M
360 Financial, Inc. 0.66% Reduce -0.2% 3,276 $1.8M
FourThought Financial Partners, LLC 0.19% Add +1.8% 3,266 $1.8M
Brand Asset Management Group, Inc. 0.76% Reduce -4.3% 3,262 $1.8M
Delta Financial Group, Inc. 0.42% Add +32.4% 3,164 $1.8M
Halter Ferguson Financial Inc. 0.99% Reduce -1.8% 3,243 $1.8M
Cordgrass Capital Advisors, LLC 0.52% Add +19.6% 3,243 $1.8M
Renaissance Investment Group LLC 0.44% Reduce -12.3% 3,239 $1.8M
Powell Investment Advisors, LLC 0.89% Add +4.5% 3,225 $1.8M
Violich Capital Management, Inc. 0.24% No change 3,220 $1.8M
Kathmere Capital Management, LLC 0.15% Add +612.4% 3,220 $1.8M
Fermata Advisors, LLC 0.33% Add +1.2% 3,215 $1.8M
Summit Asset Management, LLC 0.31% Reduce -2.3% 3,214 $1.8M
Meyer Handelman Co. 0.06% Reduce -8.6% 3,210 $1.8M
Forte Capital LLC 0.21% Add +6.7% 3,209 $1.8M
Interchange Capital Partners, LLC 0.50% Reduce -1.5% 3,202 $1.8M
Essential Planning, LLC. 0.72% Reduce -95.7% 3,202 $1.8M
Red Wave Investments LLC 0.64% Reduce -14.9% 3,190 $1.8M
AmeriServ Wealth Advisors 1.03% Reduce -3.4% 3,184 $1.8M
River Wealth Advisors LLC 0.25% Reduce -3.8% 3,184 $1.8M
McKinley Carter Wealth Services, Inc. 0.11% Reduce -13.7% 3,182 $1.8M
Sensible Money, LLC 0.76% Reduce -11.5% 3,177 $1.8M
RTD Financial Advisors, Inc. 0.24% Reduce -5.4% 3,177 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -99.8% 3,176 $1.8M
Steigerwald, Gordon & Koch Inc. 0.20% Add +3.7% 3,169 $1.8M
Shaker Investments LLC 0.85% Reduce -0.0% 3,168 $1.8M
Randolph Co Inc 0.21% Reduce -1.8% 3,152 $1.8M
Hanson & Doremus Investment Management 0.26% No change 3,149 $1.8M
Claris Financial LLC 1.16% No change 3,006 $1.8M
Widmann Financial Services, Inc. 1.37% No change 3,147 $1.8M
O'ROURKE & COMPANY, Inc 0.87% Add +20.4% 3,145 $1.8M
Westbourne Investment Advisors, Inc. 0.62% Add +1.6% 3,144 $1.8M
Catalina Capital Group, LLC 1.17% Reduce -48.2% 3,142 $1.8M
Financial Life Planners 1.71% Reduce -2.7% 3,141 $1.8M
Seek First Inc. 1.56% — 3,135 $1.8M
Buck Wealth Strategies, LLC 0.32% Add +255.2% 3,133 $1.8M
Wealth Group Ltd 0.51% Add +3.3% 3,128 $1.7M
TFR Capital, LLC. 0.73% Reduce -7.5% 3,121 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Reduce -28.2% 3,110 $1.7M
Manske Wealth Management 0.66% Add +9.7% 3,110 $1.7M
TigerOak Management, L.L.C. 0.67% Add +0.7% 3,101 $1.7M
Ping Capital Management, Inc. 1.16% Add +29.2% 3,100 $1.7M
Oak Thistle LLC 0.35% New 3,100 $1.7M
Synergy Asset Management, LLC 0.22% Reduce -62.7% 3,093 $1.7M
Coyle Financial Counsel LLC 0.53% Add +3.9% 3,091 $1.7M
CFS Investment Advisory Services, LLC 0.15% No change 3,079 $1.7M
Financial Enhancement Group LLC 0.27% Add +91.3% 3,254 $1.7M
SK Wealth Management, LLC 0.92% Add +0.3% 3,338 $1.7M
Vestor Capital, LLC 0.14% Reduce -2.7% 3,060 $1.7M
TrueWealth Financial Partners 1.03% No change 3,059 $1.7M
Delta Asset Management LLC 0.16% Reduce -0.6% 3,059 $1.7M
First PREMIER Bank 0.43% Reduce -1.9% 3,059 $1.7M
Chemistry Wealth Management LLC 0.40% Add +4.5% 3,058 $1.7M
Cambridge Financial Group, LLC 0.73% Add +21.3% 3,066 $1.7M
Gilliland Jeter Wealth Management LLC 0.60% Add +1.5% 3,056 $1.7M
Medallion Wealth Advisors, LLC 0.78% Add +44.2% 3,044 $1.7M
Strategic Advisors LLC 0.33% Reduce -39.5% 3,052 $1.7M
Lokken Investment Group LLC 0.72% Reduce -19.1% 3,045 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.48% Reduce -71.4% 3,040 $1.7M
Founders Financial Securities LLC 0.14% Add +17.1% 3,069 $1.7M
Geneva Partners, LLC 0.87% Reduce -7.3% 3,005 $1.7M
Fiduciary Family Office, LLC 0.56% Add +207.1% 3,003 $1.7M
Atlanta Consulting Group Advisors, LLC 0.49% Add +18.6% 2,991 $1.7M
Nordwand Advisors, LLC 0.63% No change 3,000 $1.7M
Hartree Partners, LP 0.61% New 3,000 $1.7M
MYDA Advisors LLC 0.60% New 3,000 $1.7M
HITE Hedge Asset Management LLC 0.10% New 3,000 $1.7M
RPS Advisory Solutions LLC 1.19% Reduce -48.8% 2,998 $1.7M
Culbertson A N & Co. Inc. 0.27% Add +6.0% 2,996 $1.7M
Lakeridge Wealth Management LLC 0.84% Reduce -14.7% 2,995 $1.7M
WMG Financial Advisors, LLC 0.71% Reduce -6.0% 2,995 $1.7M
CapWealth Advisors, LLC 0.18% Add +3.0% 2,991 $1.7M
Exchange Capital Management, Inc. 0.27% Reduce -1.4% 2,986 $1.7M
Strata Wealth Advisors, LLC 0.52% Reduce -31.0% 2,980 $1.7M
Cardinal Point Capital Management ULC 0.15% Add +128.1% 2,972 $1.7M
Greystone Financial Group, LLC 0.30% Reduce -0.6% 2,978 $1.7M
Aventura Private Wealth, LLC 0.87% Reduce -8.0% 2,971 $1.7M
Prosperity Financial Group, Inc. 0.83% Reduce -3.4% 2,971 $1.7M
Taylor Financial Group, Inc. 1.16% Reduce -0.7% 2,970 $1.7M
Awm Capital, LLC 0.19% Add +39.7% 2,958 $1.7M
Alaethes Wealth, LLC 0.61% Reduce -43.3% 2,951 $1.7M
Clean Yield Group 0.54% No change 2,953 $1.7M
Bank of Marin 2.10% Reduce -1.5% 2,951 $1.7M
Wambolt & Associates, LLC 0.56% Reduce -8.1% 2,942 $1.7M
Wingate Wealth Advisors, Inc. 1.90% Reduce -31.8% 2,946 $1.6M
Everpar Advisors LLC 0.87% Reduce -24.3% 2,943 $1.6M
EMC Capital Management 0.99% Reduce -12.5% 2,935 $1.6M
Register Financial Advisors LLC 0.86% No change 2,939 $1.6M
Cornerstone Planning Group LLC 0.39% Add +97.5% 3,067 $1.6M
Lumbard & Kellner, LLC 0.72% No change 2,932 $1.6M
Asset Allocation Strategies LLC 0.41% Reduce -20.5% 2,930 $1.6M
Panoramic Capital Partners, LLC 1.69% Reduce -13.0% 3,295 $1.6M
Birch Hill Investment Advisors LLC 0.08% Add +0.7% 2,921 $1.6M
Meridian Financial Advisors, LLC 1.15% Reduce -1.1% 2,921 $1.6M
Newton One Investments LLC 0.58% Reduce -1.2% 2,921 $1.6M
Navellier & Associates Inc. 0.23% Reduce -7.9% 2,897 $1.6M
Exchange Bank 1.32% Reduce -0.2% 2,915 $1.6M
Consilium Wealth Advisory, LLC 0.82% Add +0.2% 2,912 $1.6M
Sutton Place Investors LLC 1.10% Add +2.1% 2,912 $1.6M
Vaughan David Investments LLC 0.04% Add +3.5% 2,908 $1.6M
Hall Laurie J Trustee 0.58% Reduce -32.5% 2,907 $1.6M
Princeton Global Asset Management LLC 0.32% Add +232.3% 2,898 $1.6M
Quarry LP 0.42% New 2,893 $1.6M
LaFleur & Godfrey LLC 0.22% Add +2.2% 2,890 $1.6M
MA Private Wealth 0.30% No change 2,887 $1.6M
Mandatum Life Insurance Co Ltd 0.50% No change 2,885 $1.6M
Promus Capital, LLC 1.22% No change 2,883 $1.6M
Bonfire Financial 1.49% Add +0.7% 2,874 $1.6M
Fortem Financial Group, LLC 0.63% Add +2.2% 2,882 $1.6M
Frisch Financial Group, Inc. 0.45% Add +0.1% 2,873 $1.6M
Valtinson Bruner Financial Planning LLC 0.54% Add +7.4% 2,879 $1.6M
Prospect Financial Services LLC 0.89% Add +26.2% 2,877 $1.6M
Investment Advisory Services Inc. /TX 0.58% Reduce -3.8% 2,874 $1.6M
W.G. Shaheen & Associates DBA Whitney & Co 0.17% Add +260.6% 2,874 $1.6M
Community Financial Services Group, LLC 0.35% Reduce -9.4% 2,868 $1.6M
JGP Wealth Management, LLC 0.21% Add +3.7% 2,863 $1.6M
Pitti Group Wealth Management, LLC 1.64% Reduce -56.1% 2,862 $1.6M
Cannon Financial Strategists, Inc. 0.27% No change 2,846 $1.6M
Harris Associates (Oakmark Funds) 0.00% Reduce -95.1% 2,846 $1.6M
Payne Capital Management, LLC 0.68% Add +38.0% 2,840 $1.6M
Bravias Capital Group, LLC 1.29% Add +6.4% 2,839 $1.6M
Able Wealth Management LLC 0.94% Add +9.1% 2,838 $1.6M
Shelton Capital Management 0.04% Add +9.3% 2,838 $1.6M
TFC Financial Management, Inc. 0.24% Reduce -6.4% 2,837 $1.6M
Narus Financial Partners, LLC 0.54% Add +10.3% 2,836 $1.6M
BlackDiamond Wealth Management, LLC 1.07% Reduce -1.1% 2,807 $1.6M
Lantz Financial LLC 0.43% Add +3.4% 2,831 $1.6M
Trinity Legacy Partners, LLC 0.40% Reduce -68.7% 2,698 $1.6M
Beaton Management Co. Inc. 0.82% Reduce -5.3% 2,830 $1.6M
Legacy Financial Advisors, Inc. 0.26% Add +0.3% 2,829 $1.6M
Index Fund Advisors, Inc. 0.10% Add +0.8% 2,829 $1.6M
High Probability Advisors, LLC 0.26% Reduce -0.0% 2,825 $1.6M
Summit Investment Advisory Services, LLC 0.77% Reduce -1.7% 2,824 $1.6M
Core Wealth Advisors, Inc. 0.50% Reduce -0.0% 2,820 $1.6M
Cowa, LLC 0.67% Reduce -3.1% 2,819 $1.6M
Chickasaw Capital Management LLC 0.06% Reduce -13.7% 2,817 $1.6M
Marshall & Sterling Wealth Advisors Inc. 1.07% No change 2,816 $1.6M
Palo Alto Wealth Advisors, LLC 0.61% Reduce -2.2% 2,685 $1.6M
Pension & Wealth Management Advisors, Inc. 0.58% Add +74.8% 2,808 $1.6M
Accredited Investor Services, LLC 1.31% Add +23.3% 2,806 $1.6M
Metis Global Partners, LLC 0.04% Reduce -32.3% 2,806 $1.6M
Realta Investment Advisors 0.71% Reduce -7.9% 2,803 $1.6M
B&D White Capital Company, LLC 0.23% Reduce -99.3% 2,917 $1.6M
Warburton Capital Management, LLC 1.13% No change 2,798 $1.6M
Old Port Advisors 0.46% Add +0.9% 2,797 $1.6M
Trail Ridge Investment Advisors, LLC 0.81% Reduce -25.0% 2,796 $1.6M
NCP Inc. 2.11% Add +1.0% 2,793 $1.6M
Citizens & Northern Corp. 0.44% Reduce -2.7% 2,793 $1.6M
Heritage Financial Services, LLC 0.15% Add +5.4% 2,789 $1.6M
DSG Capital Advisors, LLC 0.31% Reduce -5.0% 2,787 $1.6M
Spinnaker Investment Group, LLC 0.35% Add +10.9% 2,787 $1.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.39% No change 2,783 $1.6M
D.B. Root & Company, LLC 0.50% Reduce -0.3% 2,782 $1.6M
Canoe Financial LP 0.02% Reduce -46.7% 1,250 $1.6M
LexAurum Advisors, LLC 0.30% Add +0.8% 2,772 $1.6M
Disciplined Investors, L.L.C. 1.40% Reduce -6.6% 2,767 $1.5M
Elm Partners Management LLC 0.10% Add +52.3% 2,765 $1.5M
Philadelphia Trust Co. 0.13% Reduce -0.9% 2,761 $1.5M
Front Row Advisors LLC 0.59% Reduce -2.1% 2,746 $1.5M
Legacy Financial Group LLC 0.24% Reduce -4.4% 2,753 $1.5M
Spectrum Asset Management, Inc. (NB/CA) 0.68% Add +7.2% 2,738 $1.5M
Forefront Analytics, LLC 1.76% Add +0.3% 2,737 $1.5M
Somerset Group LLC 1.39% No change 2,736 $1.5M
Ayrshire Capital Management LLC 0.74% Reduce -9.0% 2,723 $1.5M
Grant/GrossMendelsohn, LLC 0.85% Reduce -7.4% 2,763 $1.5M
American Financial Advisors, LLC 0.22% Add +6.2% 2,714 $1.5M
May Hill Capital, LLC 0.57% Add +4.6% 2,712 $1.5M
Whalen Wealth Management Inc. 1.01% Add +63.4% 2,710 $1.5M
Peninsula Asset Management Inc. 0.84% Reduce -13.0% 2,710 $1.5M
EPG Wealth Management LLC 0.42% Add +8.2% 2,705 $1.5M
Fullerton Fund Management Co Ltd. 0.10% Reduce -85.8% 2,705 $1.5M
MSH Capital Advisors LLC 0.47% Reduce -4.1% 2,704 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.46% Reduce -2.2% 2,704 $1.5M
Atwood & Palmer Inc. 0.10% Add +20.2% 2,699 $1.5M
Lee Danner & Bass Inc. 0.12% Add +1.9% 2,697 $1.5M
White Knight Strategic Wealth Advisors, LLC 1.39% Reduce -58.8% 2,692 $1.5M
Fulton Bank, N.A. 0.06% No change 2,691 $1.5M
Quartz Partners, LLC 0.91% Add +0.9% 2,688 $1.5M
Pathway Financial Advisers, LLC 0.52% Add +19.4% 2,687 $1.5M
Farmers & Merchants Trust Co of Chambersburg PA 0.53% Reduce -19.6% 2,685 $1.5M
Capital Investment Counsel, LLC 0.25% Reduce -11.5% 2,683 $1.5M
Financial Council, LLC 0.81% No change 2,682 $1.5M
Dodds Wealth, LLC 0.49% Add +344.6% 2,681 $1.5M
Seros Financial, LLC 1.12% Reduce -22.5% 2,679 $1.5M
Proathlete Wealth Management LLC 0.55% Add +0.3% 2,675 $1.5M
Riverstone Advisors, LLC 0.90% Reduce -1.8% 2,677 $1.5M
Old Mission Investment Co LLC 0.45% Reduce -11.0% 2,676 $1.5M
Wealthcare Capital Partners, LLC 0.77% Add +5.2% 2,676 $1.5M
Dearborn Partners LLC 0.07% Reduce -24.5% 2,671 $1.5M
Beta Wealth Group, Inc. 0.54% Reduce -8.1% 2,669 $1.5M
Cape Ann Savings Bank 0.93% Reduce -1.1% 2,664 $1.5M
Clearwater Capital Advisors, LLC 0.14% Add +5.3% 2,662 $1.5M
Wealth Preservation Advisors, LLC 1.06% — 2,661 $1.5M
Colonial Trust Advisors 0.13% No change 2,658 $1.5M
SS&H Financial Advisors, Inc. 0.55% No change 2,656 $1.5M
Westbourne Investments, Inc. 0.90% Reduce -2.5% 2,656 $1.5M
Occidental Asset Management, LLC 0.22% Reduce -4.0% 2,655 $1.5M
Aire Advisors, LLC 0.31% Reduce -16.9% 2,655 $1.5M
Clarity Financial LLC 0.17% Reduce -71.7% 2,653 $1.5M
Davidson Kahn Capital Management, LLC 1.15% Add +5.1% 2,652 $1.5M
Tobias Financial Advisors, Inc. 0.29% New 2,651 $1.5M
Balentine LLC 0.06% Add +55.9% 2,645 $1.5M
Darden Wealth Group Inc 1.15% Reduce -0.9% 2,637 $1.5M
Granite Bay Wealth Management, LLC 0.51% Add +21.0% 2,637 $1.5M
Addenda Capital Inc. 0.05% Reduce -5.4% 2,628 $1.5M
SkyOak Wealth, LLC 0.32% Add +3.9% 2,632 $1.5M
Bourgeon Capital Management LLC 0.32% Reduce -4.7% 2,631 $1.5M
Cambridge Capital Management, LLC 0.93% Reduce -0.0% 2,629 $1.5M
Sterling Financial Planning, Inc. 0.53% No change 2,623 $1.5M
Navigation Wealth Management, Inc. 2.24% Reduce -98.0% 2,626 $1.5M
BIP Alliance, LLC 0.62% Add +12.2% 2,619 $1.5M
Independent Wealth Network Inc. 0.59% Reduce -0.6% 2,618 $1.5M
Crumly & Associates Inc. 0.40% Add +0.1% 2,616 $1.5M
Curio Wealth, LLC 0.76% Reduce -99.7% 7 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.74% Reduce -0.6% 2,610 $1.5M
Triangle Securities Wealth Management 0.38% Reduce -5.0% 2,609 $1.5M
Tranquilli Financial Advisor LLC 0.92% Reduce -7.0% 2,606 $1.5M
JT Stratford LLC 0.26% Reduce -0.3% 2,603 $1.5M
Silverleafe Capital Partners, LLC 0.50% Reduce -0.2% 2,600 $1.5M
JPL Wealth Management, LLC 0.41% Reduce -2.7% 2,597 $1.5M
Wexford Capital LP 0.38% No change 2,596 $1.5M
Natural Investments, LLC 0.41% Add +0.4% 2,593 $1.4M
RiverGlades Family Offices LLC 1.04% No change 2,590 $1.4M
Talon Private Wealth, LLC 0.19% Add +40.3% 2,527 $1.4M
Strategic Wealth Investment Group, LLC 2.52% Reduce -96.2% 2,584 $1.4M
Sunpointe, LLC 0.77% No change 2,576 $1.4M
Empire Financial Management Company, LLC 0.44% Reduce -6.8% 2,571 $1.4M
Giverny Capital 0.05% Reduce -46.0% 2,567 $1.4M
Strategies Wealth Advisors, LLC 0.18% Reduce -1.8% 2,565 $1.4M
Parkside Advisors LLC 0.34% Reduce -5.0% 2,552 $1.4M
Guidance Capital, Inc. 0.44% Reduce -96.0% 2,526 $1.4M
CORDA Investment Management, LLC. 0.11% Reduce -0.2% 2,558 $1.4M
Priebe Wealth Holdings LLC 0.89% Reduce -8.3% 2,552 $1.4M
Tranquility Partners, LLC 0.55% Add +0.1% 2,552 $1.4M
Resources Management Corp. /CT/ 0.20% Reduce -1.6% 2,547 $1.4M
Excalibur Management Corp. 0.56% Reduce -0.7% 2,545 $1.4M
Fingerlakes Wealth Management, Inc. 1.21% Add +8.0% 2,544 $1.4M
One Wealth Management Investment & Advisory Services, LLC 2.36% Add +3.7% 2,542 $1.4M
SYM FINANCIAL Corp 0.18% Reduce -20.6% 2,541 $1.4M
Kuhn & Co Investment Counsel 1.20% Add +12.7% 2,540 $1.4M
Hudson Value Partners, LLC 0.53% Reduce -4.8% 2,540 $1.4M
American Capital Management Inc. 0.06% Reduce -4.9% 2,535 $1.4M
Snider Financial Group 0.46% New 2,532 $1.4M
Sava Infond d.o.o. 0.27% Add +17.7% 2,530 $1.4M
Wolff Wiese Magana LLC 0.96% Reduce -16.9% 2,529 $1.4M
Investment Advisory Group, LLC 0.47% Add +0.2% 2,524 $1.4M
Dana Investment Advisors, Inc. 0.05% Add +4.6% 2,522 $1.4M
Hudson Portfolio Management LLC 1.35% Add +5.9% 2,521 $1.4M
Gilman Hill Asset Management, LLC 0.24% No change 2,520 $1.4M
Miramar Capital, LLC 0.34% Reduce -24.3% 2,518 $1.4M
Crowley Wealth Management, Inc. 1.34% Add +0.1% 2,509 $1.4M
HF Advisory Group, LLC 0.61% Add +6.9% 2,506 $1.4M
Blodgett Wealth Advisors, LLC 1.19% No change 2,504 $1.4M
Robinson Smith Wealth Advisors LLC 1.17% Reduce -10.7% 2,502 $1.4M
Primoris Wealth Advisors, LLC 1.08% No change 2,500 $1.4M
Financial Security Advisor, Inc. 0.35% Reduce -23.1% 2,493 $1.4M
Stonebrook Private Inc. 0.36% Add +152.7% 2,492 $1.4M
ASR Vermogensbeheer N.V. 0.02% — 2,488 $1.4M
Ariadne Wealth Management, LP 0.73% No change 2,465 $1.4M
Alpha Omega Wealth Management LLC 0.27% Add +6.4% 2,483 $1.4M
Hemenway Trust Co LLC 0.11% Reduce -34.5% 2,480 $1.4M
Stratos Investment Management, LLC 0.07% Add +39.8% 2,476 $1.4M
Wealthstar Advisors, LLC 0.63% Reduce -1.2% 2,474 $1.4M
Monterey Private Wealth, Inc. 0.41% Reduce -4.3% 2,467 $1.4M
Orcam Financial Group 1.29% Add +0.0% 2,460 $1.4M
Matthew Goff Investment Advisor, LLC 0.25% No change 2,459 $1.4M
Midwest Financial Group LLC 0.80% Reduce -3.4% 2,455 $1.4M
Castle Wealth Management LLC 0.54% Add +0.6% 2,444 $1.4M
Bernard Wealth Management Corp. 0.67% No change 2,447 $1.4M
Capital Investment Counsel, Inc 0.20% Add +14.8% 2,442 $1.4M
Monetary Management Group Inc. 0.37% No change 2,440 $1.4M
N.E.W. Advisory Services LLC 0.10% Add +8.8% 2,437 $1.4M
Professional Advisory Services Inc. 0.17% Add +1.7% 2,427 $1.4M
Baker Boyer National Bank 0.50% No change 2,427 $1.4M
Quantum Financial Advisors, LLC 0.20% Reduce -43.7% 2,418 $1.4M
Cypress Asset Management Inc. 0.36% Add +22.3% 2,397 $1.3M
WoodTrust Financial Corp 0.19% Reduce -6.7% 2,395 $1.3M
Saxony Capital Management, LLC 1.17% Reduce -4.1% 2,384 $1.3M
Guardian Asset Advisors, LLC 0.87% Reduce -15.0% 2,379 $1.3M
Tanglewood Wealth Management, Inc. 0.15% Reduce -4.2% 2,374 $1.3M
Townsend Asset Management Corp. /NC/ 0.51% Add +2.8% 2,369 $1.3M
Bruce G. Allen Investments, LLC 1.05% Reduce -7.4% 2,369 $1.3M
CNB Bank 0.67% Reduce -0.9% 2,368 $1.3M
Aspen Capital Management, LLC 0.42% — 2,365 $1.3M
Nicholas Wealth, LLC. 1.37% Reduce -48.2% 2,358 $1.3M
Impact Capital Partners LLC 0.48% Reduce -14.6% 2,353 $1.3M
Steel Grove Capital Advisors, LLC 0.20% Add +12.1% 2,349 $1.3M
Clarity Capital Partners LLC 0.53% Reduce -5.8% 2,344 $1.3M
Weatherly Asset Management L. P. 0.12% Reduce -0.4% 2,339 $1.3M
Stonebridge Capital Advisors LLC 0.11% Reduce -13.4% 2,343 $1.3M
Caitlin John, LLC 1.28% Reduce -5.8% 2,336 $1.3M
Floyd Financial Group LLC 1.18% Add +13.1% 2,333 $1.3M
Moisand Fitzgerald Tamayo, LLC 0.18% No change 2,329 $1.3M
Baring Financial LLC 1.09% Reduce -4.5% 2,329 $1.3M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -3.0% 2,323 $1.3M
Intellectus Partners, LLC 0.32% Add +1.5% 2,313 $1.3M
Leisure Capital Management 0.53% Add +0.3% 2,313 $1.3M
Southeast Asset Advisors, LLC 0.16% Add +7.0% 2,312 $1.3M
EagleClaw Capital Managment, LLC 0.20% Reduce -3.7% 2,310 $1.3M
Davis Capital Management 1.03% Add +0.7% 2,307 $1.3M
Westfuller Advisors, LLC 0.86% Add +1.7% 2,297 $1.3M
Radnor Capital Management, LLC 0.21% Add +7.0% 2,284 $1.3M
Janney Capital Management LLC 0.09% No change 2,283 $1.3M
ERn Financial, LLC 0.20% Add +15.4% 2,278 $1.3M
Formidable Asset Management, LLC 0.21% Reduce -7.4% 2,272 $1.3M
Financial Gravity Asset Management, Inc. 0.28% — 2,267 $1.3M
Parthenon LLC 0.16% No change 2,266 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.37% Reduce -8.2% 2,259 $1.3M
Stonehaven Wealth & Tax Solutions, LLC 1.33% Add +35.6% 2,253 $1.3M
Von Berge Wealth Management Group, LLC 0.81% Add +6.0% 2,305 $1.3M
Palouse Capital Management, Inc. 0.86% Reduce -17.7% 2,247 $1.3M
Gouws Capital LLC 0.82% New 2,240 $1.3M
First Command Advisory Services, Inc. 0.01% Add +19.1% 2,240 $1.3M
Gables Capital Management Inc. 0.62% Add +9.8% 2,238 $1.3M
ESL Trust Services, LLC 0.28% Reduce -3.0% 2,234 $1.2M
Pekin Hardy Strauss, Inc. 0.15% Add +0.6% 2,233 $1.2M
Santori & Peters, Inc. 0.50% Reduce -1.9% 2,228 $1.2M
Capital Planning Advisors, LLC 0.19% No change 2,227 $1.2M
Armor Investment Advisors, LLC 0.52% Add +0.0% 2,226 $1.2M
Ewing Morris & Co. Investment Partners Ltd. 0.39% No change 1,714 $1.2M
Asset Planning Corporation 0.73% Add +9.7% 2,222 $1.2M
Fourpath Capital Management, LLC 0.22% Add +0.1% 2,222 $1.2M
Texas Bank & Trust Co 0.53% Reduce -6.9% 2,221 $1.2M
Tidal Investments LLC 0.01% Reduce -87.5% 2,220 $1.2M
Nottingham Advisors, Inc. 0.19% Reduce -53.9% 2,219 $1.2M
Trevian Wealth Management LLC 0.88% Add +0.1% 2,218 $1.2M
Am Investment Strategies LLC 0.30% Add +14.0% 2,218 $1.2M
Foster Victor Wealth Advisors, LLC 0.10% Reduce -80.9% 2,324 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -43.6% 2,218 $1.2M
Bordeaux Wealth Advisors LLC 0.23% Add +1.1% 2,212 $1.2M
W.H. Cornerstone Investments Inc. 0.85% Reduce -2.2% 2,212 $1.2M
Capital CS Group, LLC 2.11% Add +11.9% 2,211 $1.2M
Wade Financial Advisory, Inc 0.42% No change 2,211 $1.2M
Northwest Financial Advisors 1.02% Add +196.1% 2,209 $1.2M
3Chopt Investment Partners, LLC 0.32% New 2,196 $1.2M
Sebold Capital Management, Inc. 0.81% Add +0.2% 2,200 $1.2M
Missouri Trust & Investment Co 0.43% Reduce -2.2% 2,198 $1.2M
Westwood Wealth Management 0.53% Reduce -3.7% 2,191 $1.2M
Friedenthal Financial 0.73% Reduce -10.7% 2,189 $1.2M
Toth Financial Advisory Corp. 0.15% Reduce -1.0% 2,182 $1.2M
FSA Advisors, Inc. 0.97% Add +95.9% 2,182 $1.2M
MBA Advisors LLC 0.60% Reduce -0.5% 2,181 $1.2M
WealthPLAN Partners, LLC 0.17% Reduce -35.5% 2,180 $1.2M
Main Street Research LLC 0.08% Reduce -6.8% 2,172 $1.2M
Bell Investment Advisors, Inc 0.22% Reduce -10.4% 2,176 $1.2M
Trust Co of Tennessee 0.30% Reduce -1.8% 2,175 $1.2M
Gibbs Wealth Management 0.29% Reduce -41.3% 2,171 $1.2M
Penbrook Management LLC 0.92% Reduce -6.5% 2,165 $1.2M
Oberweis Asset Management Inc./ 0.06% Reduce -38.0% 2,163 $1.2M
VAUGHAN & Co SECURITIES, INC. 0.75% No change 2,159 $1.2M
Kavar Capital Partners Group, LLC 0.20% Reduce -2.6% 2,155 $1.2M
Park Edge Advisors, LLC 0.34% Add +4.0% 2,153 $1.2M
SL Advisors, LLC 2.10% Reduce -78.5% 2,144 $1.2M
Kelly Financial Services LLC 0.42% Reduce -40.6% 2,143 $1.2M
Rockline Wealth Management, LLC 0.33% No change 2,141 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.26% Reduce -15.3% 2,220 $1.2M
Upper Left Wealth Management, LLC 0.86% Reduce -13.1% 2,137 $1.2M
Bank of Stockton 0.38% Reduce -15.1% 2,133 $1.2M
WESPAC Advisors, LLC 0.97% Add +289.0% 2,124 $1.2M
Mission Financial Group, LLC 1.10% — 1,826 $1.2M
Alpha Financial Partners LLC 0.95% No change 2,123 $1.2M
Mountain Pacific Investment Advisers LLC 0.09% Add +0.1% 2,122 $1.2M
Martel Wealth Advisors LLC 0.24% Reduce -14.2% 2,121 $1.2M
LifeGoal Investments, LLC 1.28% No change 2,121 $1.2M
McGuire Investment Group, LLC 0.18% No change 2,121 $1.2M
Blue Zone Wealth Advisors, LLC 0.33% Add +130.5% 2,114 $1.2M
Archer Investment Corp 0.31% Reduce -1.7% 2,112 $1.2M
Horan Securities, Inc. 0.45% Add +0.3% 2,110 $1.2M
Yarger Wealth Strategies, LLC 0.69% Add +2.7% 2,109 $1.2M
Fortune Financial Advisors, LLC 1.02% Reduce -0.8% 2,106 $1.2M
Consilio Wealth Advisors, LLC 0.49% Reduce -6.6% 2,100 $1.2M
Convergence Financial, LLC 0.23% Add +5.6% 2,099 $1.2M
Riverbend Wealth Management, LLC 1.05% Add +3.2% 2,098 $1.2M
Cutler Investment Counsel LLC 0.14% Add +5.2% 2,083 $1.2M
Park Place Capital Corp 0.32% Reduce -1.9% 2,084 $1.2M
Courage Miller Partners, LLC 0.39% No change 2,078 $1.2M
Retirement Investment Advisors, Inc. 0.12% Reduce -5.8% 2,076 $1.2M
Heartwood Wealth Advisors LLC 0.13% Reduce -1.5% 2,074 $1.2M
WealthBridge Investment Counsel Inc. 0.42% Reduce -4.0% 2,071 $1.2M
Fidelity D & D Bancorp Inc. 0.76% Add +9.9% 2,069 $1.2M
Family Office Research LLC 0.56% Add +0.3% 2,068 $1.2M
Marino, Stram & Associates LLC 0.26% Add +0.6% 2,067 $1.2M
Congress Park Capital LLC 0.44% Reduce -27.9% 2,065 $1.2M
Viewpoint Capital Management LLC 0.62% Reduce -0.4% 2,061 $1.2M
Ti-Trust, Inc. 0.76% No change 2,057 $1.2M
Clarus Group, Inc. 0.45% No change 2,056 $1.2M
Massachusetts Wealth Management 0.79% Reduce -3.3% 2,054 $1.1M
Prossimo Advisors, LLC 0.86% No change 2,050 $1.1M
Acorn Wealth Advisors, LLC 0.48% Reduce -2.9% 2,049 $1.1M
One Charles Private Wealth Services, LLC 0.37% Reduce -0.4% 2,043 $1.1M
Your Advocates Ltd., LLP 0.44% Add +1.4% 2,041 $1.1M
Centric Wealth Management 0.30% Add +4.6% 2,037 $1.1M
L. Roy Papp & Associates, LLP 0.14% Reduce -5.0% 2,036 $1.1M
Net Worth Advisory Group 0.36% Reduce -68.7% 2,032 $1.1M
Lincoln Capital Corp. 0.47% No change 2,024 $1.1M
Investment Partners Asset Management, Inc. 0.89% Add +16.5% 2,022 $1.1M
Chapman Investment Management, LLC 0.84% No change 2,021 $1.1M
Cura Wealth Advisors, LLC 0.46% Add +0.8% 2,016 $1.1M
Strid Group, LLC 0.17% Reduce -2.3% 2,011 $1.1M
Revisor Wealth Management LLC 0.50% Add +299.2% 2,004 $1.1M
Kingstone Capital Partners Texas, LLC 0.90% Reduce -0.3% 2,010 $1.1M
Arcadia Wealth Management, Inc. 0.88% Add +23.9% 2,009 $1.1M
Doheny Asset Management 0.88% No change 2,000 $1.1M
Lam Group, Inc. 0.82% No change 2,000 $1.1M
Virginia Wealth Management Group, Inc. 0.69% No change 2,000 $1.1M
Telos Capital Management, Inc. 0.12% Add +7.0% 1,999 $1.1M
Blackhawk Capital Partners, LLC 0.58% No change 1,998 $1.1M
Narwhal Capital Management 0.10% Add +2.6% 1,997 $1.1M
Pennington Partners & Co., LLC 0.64% Add +55.7% 1,991 $1.1M
Roof Eidam Maycock Peralta, LLC 0.30% Reduce -3.6% 1,997 $1.1M
Haven Private, LLC 0.63% No change 1,994 $1.1M
Cora Capital Advisors LLC 0.53% No change 1,993 $1.1M
Patrick M Sweeney & Associates, Inc. 0.83% No change 1,975 $1.1M
Independent Investors Inc. 0.23% Reduce -5.6% 1,972 $1.1M
Wiser Wealth Management, Inc 0.31% Add +35.8% 1,967 $1.1M
Brooks, Moore & Associates, Inc. 0.62% No change 1,965 $1.1M
Reston Wealth Management LLC 0.44% Add +228.3% 1,960 $1.1M
Precedent Wealth Partners, LLC 0.30% No change 1,957 $1.1M
Millstone Evans Group, LLC 0.74% Add +16.3% 1,956 $1.1M
Key Financial Inc 0.24% Add +17.6% 1,953 $1.1M
Alerus Financial NA 0.09% No change 1,951 $1.1M
Trademark Financial Management, LLC 0.83% Add +2.4% 1,951 $1.1M
Wealthspan Partners, LLC 0.50% Reduce -1.1% 1,948 $1.1M
Blackstone Inc. 0.00% New 1,947 $1.1M
Warren Street Wealth Advisors, LLC 0.43% Add +6.2% 1,946 $1.1M
Carl P. Sherr & Co., LLC 0.59% No change 1,943 $1.1M
Postrock Partners LLC 0.54% No change 1,941 $1.1M
Sterling Manor Financial, LLC 0.78% Reduce -2.7% 1,940 $1.1M
Financial Advisory Corp 0.18% Add +1.4% 1,936 $1.1M
Laurel Wealth Planning LLC 0.72% Reduce -8.5% 1,933 $1.1M
Everhart Financial Group, Inc. 0.15% Add +3.4% 1,929 $1.1M
Landaas & Co. /Wi 0.30% No change 1,930 $1.1M
Kapstone Financial Advisors LLC 0.61% No change 1,926 $1.1M
Quotient Wealth Partners, LLC 0.03% Add +18.5% 1,918 $1.1M
Trivant Custom Portfolio Group, LLC 0.61% Add +12.0% 1,910 $1.1M
Bear Mountain Capital, Inc. 0.41% No change 1,926 $1.1M
Core Wealth Partners LLC 0.62% Reduce -2.9% 1,907 $1.1M
Marion Wealth Management 0.28% Add +1.9% 1,906 $1.1M
44 Wealth Management LLC 0.40% Add +130.2% 1,904 $1.1M
Pine Haven Investment Counsel, Inc 0.89% No change 1,902 $1.1M
United Community Bank 0.40% Reduce -3.5% 1,902 $1.1M
Burton Enright Welch 0.22% Reduce -1.5% 1,902 $1.1M
Westwind Capital 0.26% Reduce -96.3% 1,900 $1.1M
Sassicaia Capital Advisers LLC 3.85% New 1,900 $1.1M
Scratch Capital LLC 1.10% No change 1,900 $1.1M
Red Tortoise LLC 0.55% Reduce -0.4% 1,897 $1.1M
Fca Corp. 0.34% No change 1,896 $1.1M
Measured Risk Portfolios, Inc. 1.14% Reduce -4.7% 1,895 $1.1M
Mascagni Wealth Management, Inc. 1.05% No change 1,891 $1.1M
Myecfo, LLC 0.56% Add +2.1% 1,889 $1.1M
Rosenblum Silverman Sutton S F Inc. 0.29% Add +0.8% 1,879 $1.1M
Gallacher Capital Management LLC 0.51% Reduce -29.0% 1,879 $1.1M
Dominguez Wealth Management Solutions, Inc. 0.77% Add +0.2% 1,877 $1.0M
Godshalk Welsh Capital Management, Inc. 0.69% No change 1,875 $1.0M
Johnson & White Wealth Management, LLC 0.59% Add +0.1% 1,874 $1.0M
DecisionMap Wealth Management, LLC 0.80% Reduce -0.4% 1,873 $1.0M
Smith Thornton Advisors LLC 0.65% Reduce -0.1% 1,873 $1.0M
Richardson Financial Services Inc. 0.80% Reduce -17.3% 1,869 $1.0M
Buckhead Capital Management LLC 0.34% Add +4.3% 1,868 $1.0M
Ballast Advisors LLC 0.33% Reduce -9.6% 1,863 $1.0M
Define Financial, LLC 0.79% Reduce -13.3% 1,952 $1.0M
Navalign, LLC 0.30% Reduce -5.0% 1,862 $1.0M
Prosperitas Financial LLC 0.54% Add +9.6% 1,859 $1.0M
Garner Asset Management Corp 0.46% Reduce -44.9% 1,850 $1.0M
Parr McKnight Wealth Management Group, LLC 0.15% Reduce -6.8% 1,850 $1.0M
Vernal Point Advisors, LLC 0.69% No change 1,844 $1.0M
Centerpoint Advisors, LLC 0.38% Add +0.3% 1,839 $1.0M
Orleans Capital Management Corp. 0.61% No change 1,839 $1.0M
Financial Partners Group, LLC 0.45% Add +0.3% 1,836 $1.0M
Poplar Forest Capital LLC 0.18% No change 1,836 $1.0M
RPG Investment Advisory, LLC 0.07% Add +100.0% 1,828 $1.0M
Silver Oak Advisory Group, Inc. 0.54% Add +0.2% 1,826 $1.0M
IMS Capital Management 0.51% Add +1.9% 1,823 $1.0M
Chokshi & Queen Wealth Advisors, Inc 0.67% No change 1,820 $1.0M
Valicenti Advisory Services Inc. 0.26% Reduce -0.8% 1,819 $1.0M
Souders Financial Advisors 0.14% Reduce -14.6% 1,814 $1.0M
Tran Capital Management, L.P. 0.14% Reduce -8.1% 1,813 $1.0M
Palogic Value Management, L.P. 0.46% Add +0.1% 1,812 $1.0M
Vicus Capital 0.09% Reduce -3.8% 6,809 $1.0M
SJS Investment Consulting Inc. 0.17% Add +40.8% 1,809 $1.0M
Theory Financial LLC 0.43% Reduce -9.0% 1,807 $1.0M
Canvas Wealth Advisors, LLC 0.26% Add +59.5% 1,917 $1.0M
Fort Sheridan Advisors LLC 0.15% Reduce -18.6% 1,806 $1.0M
Finley Financial, LLC 0.56% No change 1,820 $1.0M
CKW Financial Group 0.13% Add +132.9% 1,796 $1.0M
Vista Investment Management 0.39% No change 1,794 $1.0M
Clark Asset Management, LLC 0.17% Add +190.3% 1,794 $1.0M
CacheTech Inc. 0.20% Reduce -0.1% 1,790 $1.0M
Kirtland Hills Capital Management, LLC 0.61% Add +0.3% 1,895 $997K
Hollow Brook Wealth Management LLC 0.29% Reduce -4.5% 1,781 $996K
Nomura Asset Management Co. Ltd. 0.00% Reduce -46.1% 1,777 $994K
Intergy Private Wealth, LLC 0.38% Add +5.0% 1,769 $990K
Capstone Wealth Management Group LLC 0.79% Reduce -1.9% 1,768 $989K
Ethic Inc. 0.02% Add +12.1% 1,762 $989K
HTG Investment Advisors, Inc. 0.41% Add +1.1% 1,767 $988K
Grey Fox Wealth Advisors, LLC 0.26% Reduce -6.8% 1,758 $987K
Iyo Bank, Ltd. 0.32% New 1,762 $986K
Wescott Financial Advisory Group, LLC 0.10% Reduce -5.1% 1,755 $982K
Smart Money Group LLC 0.33% Reduce -87.1% 1,755 $982K
Compass Financial Services Inc 0.52% Add +9.5% 1,755 $982K
Sendero Wealth Management, LLC 0.14% No change 1,753 $981K
Diversified Investment Strategies, LLC 0.66% Add +3.9% 1,749 $978K
Three Magnolias Financial Advisors, LLC 0.83% Add +5.5% 1,747 $977K
Schwarz Dygos Wheeler Investment Advisors LLC 0.23% Add +22.0% 1,740 $974K
Bellevue Asset Management, LLC 0.53% Reduce -5.8% 1,738 $973K
Campbell Newman Asset Management Inc. 0.08% New 1,737 $972K
Fiduciary Group, LLC 0.10% Reduce -21.4% 1,735 $970K
Visionary Horizons, LLC 0.68% Add +2.7% 1,734 $970K
Root Financial Partners, LLC 0.10% Reduce -7.3% 1,731 $968K
MAS Advisors LLC 1.49% No change 1,730 $968K
Marathon Capital Management 0.26% Reduce -5.3% 1,727 $966K
Passive Capital Management, LLC. 0.31% No change 1,723 $964K
Rise Advisors, LLC 0.43% Add +33.5% 1,722 $963K
Trellis Wealth Advisors LLC 0.47% Add +209.2% 1,719 $962K
Victory Financial Group, LLC 0.18% Add +12.2% 1,715 $960K
Lionsbridge Wealth Management LLC 0.85% Reduce -27.5% 1,716 $960K
Intellus Advisors LLC 0.17% Reduce -5.1% 1,713 $958K
Hutchens & Kramer Investment Management Group, LLC 0.53% Add +44.3% 1,711 $957K
DKM Wealth Management, Inc. 0.93% No change 1,711 $957K
Ipsen Advisor Group LLC 0.82% Reduce -1.4% 1,709 $956K
Prospect Financial Group LLC 1.22% No change 1,706 $954K
Parker Financial LLC 0.46% Reduce -27.5% 1,705 $954K
Syntegra Private Wealth Group, LLC 0.11% Reduce -4.0% 1,704 $953K
Jessup Wealth Management, Inc 0.40% Add +1.0% 1,703 $952K
Callahan Advisors, LLC 0.09% Add +0.7% 1,700 $951K
Live Oak Private Wealth LLC 0.15% No change 1,698 $950K
Kodai Capital Management LP 0.04% New 1,688 $944K
Fairman Group, LLC 0.87% Reduce -2.0% 1,572 $943K
SPC Financial, Inc. 0.08% Add +17.7% 1,685 $943K
Amara Financial, Llc. 0.87% Add +0.3% 1,681 $940K
Providence Capital Advisors, LLC 0.20% No change 1,680 $940K
Brooklyn FI, LLC 0.29% Reduce -32.5% 1,679 $939K
Shakespeare Wealth Management, LLC 0.25% New 1,678 $939K
Powers Advisory Group, LLC 0.45% Reduce -1.6% 1,676 $938K
McDonough Capital Management, Inc 0.61% Add +0.5% 1,675 $937K
PrairieView Partners, LLC 0.10% Reduce -9.4% 1,675 $936K
Galvin, Gaustad & Stein, LLC 0.08% Add +6.4% 1,671 $935K
J. L. Bainbridge & Co., Inc. 0.10% Reduce -0.2% 1,670 $934K
Arq Wealth Advisors, LLC 0.35% Reduce -0.4% 1,668 $933K
Tanager Wealth Management LLP 0.12% Add +132.6% 1,661 $932K
ONE Advisory Partners, LLC 0.40% No change 1,659 $928K
Capital Counsel LLC 0.04% Reduce -7.3% 1,658 $927K
Solidarity Wealth, LLC 0.23% Add +7.5% 1,648 $925K
CTC Alternative Strategies, Ltd. 1.13% Reduce -76.9% 1,652 $924K
Investor's Fiduciary Advisor Network, LLC 0.44% Reduce -5.1% 1,653 $924K
2UniFi Bank 0.60% Reduce -3.4% 1,552 $922K
Wilkins Investment Counsel Inc. 0.13% Add +50.3% 1,647 $921K
Cheviot Value Management, LLC 0.11% New 1,635 $921K
Unison Asset Management LLC 0.54% No change 1,645 $920K
VSM Wealth Advisory, LLC 0.33% Add +2.0% 1,645 $920K
Heritage Investors Management Corp. 0.03% Reduce -6.6% 1,644 $920K
Leslie Global Wealth, LLC 0.45% Add +83.7% 1,639 $917K
Infinity Wealth Counsel, LLC 0.99% Reduce -1.5% 1,638 $916K
FSB Premier Wealth Management, Inc. 0.36% Reduce -0.8% 1,636 $915K
Cetera Trust Company, N.A 0.58% No change 1,636 $915K
Signet Investment Advisory Group, Inc. 0.46% No change 1,632 $913K
Corundum Trust Company, INC 2.63% Add +146.4% 1,631 $912K
Fortress Wealth Management, Inc. 0.47% Reduce -1.3% 1,630 $912K
West Michigan Advisors, LLC 0.30% Reduce -3.2% 1,623 $911K
RFP Financial Group LLC 0.37% Reduce -3.8% 1,628 $910K
626 Financial, LLC 0.47% No change 1,627 $910K
WJ Wealth Management, LLC 0.32% Reduce -9.6% 1,626 $909K
Camden National Bank 0.14% Add +8.3% 1,624 $908K
Collaborative Wealth Managment Inc. 0.42% Add +53.0% 1,623 $908K
Legacy Financial Group, Inc. 0.29% Reduce -0.1% 1,621 $907K
Clear Street Derivatives LLC 0.02% Reduce -93.9% 1,620 $906K
Opes Wealth Management LLC 0.18% Add +3.8% 1,616 $904K
Capital Advantage, Inc. 0.16% No change 1,541 $903K
LS Investment Advisors, LLC 0.14% Add +0.3% 1,613 $902K
MWA Asset Management 0.62% Add +46.9% 1,609 $900K
Brueske Advisory Services, LLC 0.85% No change 1,609 $900K
Acute Investment Advisory, LLC 4.52% Reduce -79.8% 1,608 $899K
GLOBALT Investments LLC / GA 0.04% Add +69.9% 1,607 $899K
Vermillion Wealth Management, Inc. 0.27% Reduce -12.0% 1,606 $899K
Marotta Asset Management 0.18% Add +32.6% 1,566 $898K
PAX Financial Group, LLC 0.16% Add +6.4% 1,604 $897K
QTR Family Wealth, LLC 0.68% — 1,604 $897K
Smartleaf Asset Management LLC 0.09% Reduce -6.2% 1,613 $896K
TFB Advisors LLC 0.26% Reduce -2.6% 1,596 $893K
Alamar Capital Management, LLC 0.53% No change 1,587 $890K
Quantum Private Wealth, LLC 0.34% Reduce -63.6% 1,590 $889K
North Berkeley Wealth Management, LLC 0.92% Reduce -17.4% 1,587 $888K
Vestia Personal Wealth Advisors 0.70% Reduce -4.8% 1,584 $886K
Poinciana Advisors Group, LLC 0.92% No change 1,583 $886K
MRA Advisory Group 0.47% Reduce -0.9% 1,583 $886K
Base Wealth Management LLC 0.67% — 1,583 $885K
Strategic Financial Services, Inc. 0.05% Reduce -2.8% 1,582 $885K
Concord Wealth Partners 0.15% Add +0.1% 1,582 $885K
TCFG Wealth Management, LLC 0.45% Reduce -15.1% 1,581 $885K
GFG Capital, LLC 0.27% Add +824.8% 8,915 $883K
Dentgroup LLC 0.66% Reduce -2.2% 1,577 $882K
Lee Johnson Capital Management, LLC 0.47% Add +64.4% 1,572 $879K
AJ Advisors, LLC 0.45% Add +0.3% 1,572 $879K
Seaside Wealth Management, Inc. 0.31% Reduce -5.3% 1,565 $875K
Mattern Capital Management, LLC 0.11% Reduce -48.4% 1,560 $873K
Eagle Bluffs Wealth Management LLC 0.46% No change 1,554 $872K
Birchcreek Wealth Management, LLC 0.55% No change 1,556 $871K
Argentarii, LLC 0.43% Add +1.0% 1,553 $869K
Noble Wealth Management PBC 0.59% Reduce -3.4% 1,550 $867K
Kidder Stephen W 0.27% Reduce -4.9% 1,550 $867K
Valley Forge Investment Consultants Inc. Adv 0.31% Add +0.1% 1,548 $866K
Indie Asset Partners, LLC 0.75% Reduce -3.9% 1,548 $866K
Laffer Tengler Investments, Inc. 0.23% No change 1,546 $865K
PFG Private Wealth Management, LLC 0.47% No change 1,545 $864K
Windsor Advisory Group, LLC 1.11% Add +17.9% 1,542 $863K
Beck Mack & Oliver LLC 0.02% Add +124.3% 1,541 $862K
Rogco, LP 0.34% Add +16.4% 1,537 $860K
Hurlow Wealth Management Group, Inc. 0.27% Add +29.5% 1,537 $860K
Sargent Investment Group, LLC 0.14% Reduce -3.9% 1,536 $859K
Hilton Capital Management, LLC 0.07% No change 1,536 $859K
Graney & King, LLC 0.64% Reduce -14.3% 1,535 $858K
Horizon Investments, LLC 0.03% Reduce -6.3% 1,533 $858K
Hazlett, Burt & Watson, Inc. 0.39% Add +54.0% 1,534 $857K
GKV Capital Management Co., Inc. 0.43% Reduce -11.2% 1,532 $857K
Hurley Capital, LLC 0.65% New 1,532 $857K
Ruedi Wealth Management, Inc. 0.27% Add +0.1% 1,527 $854K
GHP Investment Advisors, Inc. 0.04% Reduce -0.5% 1,526 $854K
Fortitude Financial, LLC 0.81% Reduce -0.1% 1,524 $853K
Allen Capital Group, LLC 0.10% Add +27.8% 1,520 $850K
Marquette Asset Management, LLC 0.15% Reduce -0.1% 1,514 $847K
Isthmus Partners, LLC 0.11% Reduce -72.6% 1,514 $847K
BKM Wealth Management, LLC 0.35% Reduce -3.8% 1,513 $847K
Opinicus Capital, Inc. 0.74% Reduce -0.1% 1,503 $841K
Cim, LLC 0.12% No change 1,502 $840K
Aft, Forsyth & Company, Inc. 0.45% Add +0.9% 1,502 $840K
Osprey Private Wealth LLC 0.50% No change 1,500 $839K
Karpus Management, Inc. 0.03% Add +32.7% 1,500 $839K
Lafayette Investments, Inc. 0.18% Reduce -14.3% 1,499 $839K
Glass Jacobson Investment Advisors llc 0.27% No change 1,428 $837K
New Covenant Trust Company, N.A. 0.88% No change 1,505 $836K
Mezzasalma Advisors, LLC 0.29% Reduce -14.9% 1,494 $836K
Family Capital Trust Co 0.30% No change 1,492 $835K
Alternative Investment Advisors, LLC. 0.44% Add +0.1% 1,488 $833K
Nichols & Pratt Advisers LLP 0.06% No change 1,486 $831K
Beirne Wealth Consulting Services, LLC 0.30% Reduce -14.5% 1,479 $830K
Encompass Wealth Advisors, LLC 0.34% Reduce -0.7% 1,482 $829K
Monument Capital Management 0.25% Add +4.2% 1,482 $829K
Fenimore Asset Management Inc 0.02% No change 1,477 $826K
Cladis Investment Advisory, LLC 0.60% No change 1,474 $825K
Addison Advisors LLC 0.22% Add +2.4% 1,471 $823K
Midwest Capital Advisors, LLC 0.50% No change 1,470 $822K
AllSquare Wealth Management LLC 0.49% Reduce -0.7% 1,464 $819K
AAF Wealth Management, LLC 0.44% Reduce -6.4% 1,461 $817K
HighMark Wealth Management LLC 0.48% Add +1.7% 1,461 $817K
Integrated Investment Consultants, LLC 0.16% Reduce -36.1% 288,476 $817K
RAM Investment Partners, LLC 0.20% Reduce -1.0% 1,457 $815K
Tiemann Investment Advisors, LLC 0.37% No change 1,454 $814K
Landing Point Financial Group, LLC 0.62% Reduce -0.9% 1,452 $812K
Zuckerman Investment Group, LLC 0.09% Add +0.8% 1,449 $811K
Polen Capital Management LLC 0.00% Reduce -84.8% 1,448 $810K
Ascentis Wealth Management, LLC 0.26% Add +102.3% 1,440 $809K
Great Waters Wealth Management 0.11% Add +1.3% 1,445 $808K
Wilson & Boucher Capital Management, LLC 0.60% Reduce -7.4% 1,443 $807K
Prepared Retirement Institute LLC 0.51% Reduce -4.1% 1,441 $806K
Rossby Financial, LCC 0.35% Reduce -6.3% 1,462 $805K
HFG Wealth Management, LLC 0.49% Add +99.7% 1,372 $804K
Barlow Wealth Partners, LLC 0.11% Reduce -2.3% 1,460 $804K
Burk Holdings LLC 0.61% Reduce -2.3% 1,436 $803K
WealthCollab, LLC 0.50% No change 1,435 $803K
Bernardo Wealth Planning LLC 0.19% Reduce -9.5% 1,432 $801K
Generali Asset Management SPA SGR 0.02% No change 1,423 $796K
LifeGuide Financial Advisors, LLC 0.32% No change 1,419 $794K
Code Waechter LLC 0.65% Add +30.1% 1,415 $792K
Milestone Asset Management Group, LLC 0.72% Add +5.5% 1,414 $791K
Buttonwood Financial Advisors Inc. 0.35% No change 1,413 $790K
Washington Trust Bank 0.08% Add +10.4% 1,412 $790K
SMART Wealth LLC 0.28% Add +2.9% 1,410 $789K
Planning Center, Inc. 0.09% Add +6.8% 1,410 $789K
Tru Independence Asset Management 2, LLC 0.59% Add +7.0% 1,401 $786K
Front Street Capital Management, Inc. 0.15% Reduce -30.4% 1,405 $786K
Seneca House Advisors 0.33% No change 1,400 $783K
Community Bank & Trust, Waco, Texas 0.18% Add +8.1% 1,399 $783K
Avalon Capital Management 0.23% Reduce -1.2% 1,397 $782K
Martin Capital Advisors, LLP 0.56% Reduce -11.4% 1,397 $781K
Carr Financial Group Corp 0.26% Reduce -0.8% 1,396 $781K
Pennsylvania Capital Management Inc. 0.29% Reduce -0.5% 1,396 $781K
Mma Asset Management LLC 0.33% Reduce -3.7% 1,394 $779K
Morling Financial Advisors, LLC 0.27% No change 1,392 $779K
First Financial Corp. 0.38% No change 1,391 $778K
TriaGen Wealth Management LLC 0.27% Add +11.0% 1,391 $778K
Sfm, LLC 0.57% Add +0.1% 1,391 $778K
Parkshore Wealth Management, Inc. 0.45% Reduce -0.9% 1,388 $776K
RiverFront Investment Group, LLC 0.02% Add +2.4% 1,386 $775K
Wealth Quarterback LLC 0.44% Reduce -26.0% 1,386 $775K
High Note Wealth, LLC 0.19% No change 1,385 $775K
Constitution Capital LLC 0.43% Add +11.3% 1,385 $775K
Paradigm Capital Management, LLC 0.80% Reduce -40.3% 1,383 $773K
Mattern Wealth Management LLC 0.17% Add +0.1% 1,381 $772K
Waterford Advisors, LLC 0.32% Add +66.7% 1,380 $772K
Stack Financial Management, Inc 0.06% Reduce -14.7% 1,378 $771K
Figure 8 Investment Strategies LLC 0.81% Reduce -42.1% 1,375 $769K
True Link Financial Advisors, LLC 0.06% Reduce -44.2% 1,375 $769K
Cantor Fitzgerald, L. P. 0.03% New 2,667 $768K
Beacon Wealthcare LLC 0.31% No change 1,372 $767K
Horizon Bancorp Inc. 0.43% Reduce -58.6% 1,369 $766K
Pacific Wealth Strategies Group, Inc. 0.57% Add +0.4% 1,363 $762K
Oak Harvest Investment Services 0.11% Reduce -30.6% 1,356 $758K
Center For Asset Management LLC 0.46% Add +2.6% 1,355 $758K
Syon Capital LLC 0.06% New 1,354 $757K
Great Oak Capital Partners, LLC 0.25% No change 1,301 $756K
GoalVest Advisory LLC 0.21% Reduce -1.3% 1,350 $755K
Seamount Financial Group Inc. 0.51% Add +2.7% 1,349 $754K
Nicollet Investment Management, Inc. 0.26% Reduce -1.5% 1,346 $753K
Greenbush Financial Group, LLC 0.37% Add +0.4% 1,345 $752K
Buffington Mohr McNeal 0.15% Reduce -37.8% 1,343 $751K
RW Investment Management LLC 0.09% Add +0.2% 1,342 $751K
Symmetry Partners, LLC 0.10% No change 1,342 $751K
Financial Alternatives, Inc 0.53% No change 1,341 $750K
Horizon Kinetics Asset Management LLC 0.01% Reduce -9.1% 1,337 $748K
Barnes Pettey Financial Advisors, LLC 0.58% Reduce -1.8% 1,333 $746K
Ted Buchan & Co 0.35% Reduce -14.0% 1,329 $744K
Sound Financial Strategies Group, LLC 0.66% Add +65.5% 1,329 $743K
Maxele Advisors, LLC 0.72% Reduce -4.7% 1,328 $743K
Keb Asset Management, LLC 0.21% Reduce -0.2% 1,328 $743K
Aufman Associates Inc 0.51% Reduce -2.1% 1,326 $742K
L.K. Benson & Company, P.C. 0.51% No change 1,324 $741K
Grant Street Asset Management, Inc. 0.18% Add +7.3% 1,324 $740K
Oak Wealth Advisors LLC 0.55% Reduce -20.9% 1,323 $740K
Cookson Peirce & Co. Inc. 0.04% Add +57.8% 1,321 $739K
GK Wealth Management LLC 0.92% Add +28.0% 1,318 $738K
CVA Family Office, LLC 0.11% Reduce -11.4% 1,318 $737K
Rothschild Capital Partners, LLC 0.19% Add +0.3% 1,316 $736K
Prosperity Wealth Management, Inc. 0.35% Add +84.2% 1,313 $735K
Hiley Hunt Wealth Management 0.40% Reduce -36.8% 1,308 $734K
Mark Sheptoff Financial Planning, LLC 0.40% Reduce -35.9% 1,310 $733K
First Bancorp, Inc 0.47% Add +5.1% 1,307 $731K
Alpine Bank Wealth Management 0.12% — 1,307 $731K
Left Brain Wealth Management, LLC 0.32% No change 1,306 $731K
Stevens Capital Partners 0.34% Reduce -20.6% 1,303 $729K
Kraft Asset Management, LLC 0.67% Reduce -2.8% 1,302 $728K
Manuka Financial, LLC 0.47% No change 1,301 $728K
Drive Wealth Management, LLC 0.17% Add +0.5% 1,297 $728K
Vantage Financial Partners, LLC 0.18% Reduce -7.0% 1,300 $727K
FSA Wealth Management LLC 0.31% Add +0.4% 1,299 $727K
D'Orazio & Associates, Inc. 0.11% No change 1,297 $726K
Apeiron RIA LLC 0.22% Add +5.3% 1,297 $726K
Wells Trecaso Financial Group, LLC 0.24% No change 1,297 $726K
Beacon Financial Group 0.08% Reduce -8.2% 1,295 $724K
Cascade Investment Group, Inc. 0.56% No change 1,295 $724K
Strategic Investment Advisors / MI 0.08% Reduce -6.4% 1,292 $723K
4J Wealth Management LLC 0.57% No change 1,287 $720K
Stonehearth Capital Management, LLC 0.30% Add +2.2% 1,287 $720K
Keystone Global Partners, LLC 0.50% — 1,286 $720K
Finer Wealth Management, Inc. 0.43% Reduce -8.3% 1,287 $720K
17 Capital Partners, LLC 0.46% Reduce -52.6% 1,286 $719K
C M Bidwell & Associates Ltd. 0.43% No change 1,285 $719K
Silver Lake Advisory, LLC 0.31% Add +0.2% 1,284 $719K
Valley Financial Group, Inc. 0.48% Add +1.7% 1,284 $718K
William Mack & Associates, Inc. 0.61% Add +2.4% 1,283 $718K
First National Advisers, LLC 0.11% Add +136.3% 1,283 $718K
Investment Partners, LTD. 0.30% Add +0.1% 1,283 $718K
Altus Wealth Group LLC 0.34% Add +1.0% 1,281 $717K
TFG Advisers LLC 0.26% Add +0.2% 1,281 $717K
Monarch Capital Management Inc. 0.20% Add +0.8% 1,277 $717K
Innealta Capital, LLC 0.39% Reduce -9.3% 1,279 $715K
Commonwealth Retirement Investments LLC 0.29% Reduce -14.9% 1,278 $715K
Bright Futures Wealth Management, LLC. 0.79% Reduce -34.5% 1,391 $715K
Prairie Sky Financial Group LLC 0.42% Add +0.6% 1,276 $714K
Rockwood Wealth Management, LLC 0.07% Reduce -14.2% 1,272 $711K
Stanich Group LLC 0.53% No change 1,270 $711K
Stegner Investment Associates Inc. 0.50% Add +0.2% 1,270 $710K
Wealth Effects LLC 0.30% Reduce -8.6% 1,269 $710K
American Trust Investment Advisors, LLC 0.30% No change 1,267 $709K
North Point Portfolio Managers Corp. 0.12% Add +1.9% 1,262 $706K
Shufro Rose & Co. LLC 0.06% Add +3.6% 1,260 $705K
Long Road Investment Counsel, LLC 0.27% Reduce -51.8% 1,259 $704K
Fortis Capital Management LLC 0.14% Reduce -26.6% 1,259 $704K
Mendel Money Management 0.33% Add +20.7% 1,254 $701K
Bryant Woods Investment Advisors, LLC 0.34% No change 1,251 $700K
Sompo Asset Management Co., Ltd. 0.13% Reduce -7.4% 1,250 $699K
Capital Markets Trading UK LLP 0.80% New 1,250 $699K
Willow Creek Wealth Management Inc. 0.07% No change 1,248 $699K
Vista Investment Partners Ii, LLC 0.39% Add +5.2% 1,249 $698K
Steinberg Asset Management LLC 0.57% Add +21.4% 1,248 $698K
Piscataqua Savings Bank 0.62% Add +123.9% 1,247 $698K
Fairvoy Private Wealth, LLC 0.19% Add +0.3% 1,245 $696K
HT Partners LLC 0.24% No change 1,241 $694K
Canton Hathaway, LLC 0.14% No change 1,240 $694K
Abbot Financial Management, Inc. 0.36% No change 1,239 $693K
a16z Perennial Management, L.P. 0.09% No change 1,239 $693K
MeadowBrook Investment Advisors LLC 0.66% Reduce -8.2% 1,238 $693K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -53.8% 1,237 $692K
Ewa, LLC 0.26% Reduce -0.8% 1,236 $692K
Heritage Wealth Management, Inc. 0.59% Reduce -7.7% 1,233 $690K
San Luis Wealth Advisors LLC 0.16% Reduce -30.7% 1,232 $689K
Johnson Bixby & Associates, LLC 0.10% Add +138.9% 1,228 $687K
Ballast, Inc. 0.19% Add +1.0% 1,226 $686K
jvl associates llc 0.28% Reduce -14.0% 1,224 $685K
Boothe Investment Group, Inc. 0.31% Reduce -92.1% 1,219 $682K
KFG Wealth Management, LLC 0.12% Reduce -92.3% 1,216 $680K
Client 1ST Advisory Group, LLC 0.26% Add +133.5% 1,214 $679K
Altrius Capital Management Inc 0.17% Add +8.6% 1,213 $679K
Granite Harbor Advisors, Inc. 0.36% No change 1,213 $679K
Hall Capital Management Co. Inc. 0.31% Reduce -2.8% 1,213 $679K
Comprehensive Money Management Services LLC 0.55% No change 1,212 $678K
Silverlake Wealth Management LLC 0.26% Add +5.3% 1,212 $678K
Carrera Capital Advisors 0.15% Reduce -2.9% 1,206 $677K
Moseley Investment Management Inc. 0.26% Add +5.7% 1,210 $677K
Holistic Financial Partners 0.33% Add +1.2% 1,206 $675K
Physician Wealth Advisors, Inc. 0.12% Reduce -8.0% 1,204 $674K
Next Level Wealth Planning, LLC 0.51% New 1,203 $673K
Hilltop Partners LLC 0.23% Reduce -0.8% 1,202 $673K
LVZ, Inc. 0.09% Reduce -0.3% 1,200 $671K
Magnolia Capital Advisors LLC 0.18% Add +0.9% 1,198 $670K
Intelligent Financial Strategies 0.35% No change 1,194 $670K
Asset Planning Services Inc. /La/ 0.34% Reduce -3.7% 1,196 $669K
Nova Wealth Management, Inc. 0.58% Reduce -3.6% 1,196 $669K
Financial Management Network Inc. 0.15% Add +7.0% 1,324 $668K
Darwin Wealth Management, LLC 0.22% No change 1,136 $666K
Sabby Management, LLC 2.80% Reduce -63.7% 1,190 $666K
OneAscent Family Office, LLC 0.62% New 1,183 $665K
Eclectic Associates Inc. 0.18% Add +12.8% 1,187 $664K
Northcape Wealth Management, LLC 0.21% Add +0.4% 1,185 $663K
Sequent Planning LLC 0.24% No change 1,181 $661K
Goepper Burkhardt LLC 0.26% Add +0.9% 1,177 $658K
Rezny Wealth Management, Inc. 0.18% Add +17.5% 1,176 $658K
FC Advisory LLC 0.22% Add +0.2% 1,175 $657K
Wealthcare Capital Management LLC 0.07% Add +196.0% 1,175 $657K
IMPACTfolio, LLC 0.35% No change 1,175 $657K
Dock Street Asset Management Inc. 0.08% Reduce -28.0% 1,173 $656K
London Co. of Virginia 0.00% Reduce -73.8% 1,173 $656K
Certus Wealth Management, LLC 0.44% No change 1,124 $655K
Pointe Capital Management LLC 0.38% Add +0.4% 1,169 $654K
Murphy & Mullick Capital Management Corp 0.63% Add +52.9% 1,168 $653K
WealthTrust Axiom LLC 0.20% Reduce -16.3% 1,166 $652K
Butensky & Cohen Financial Security, Inc. 0.20% Reduce -2.9% 1,160 $649K
Sage Financial Management Group, Inc. 0.23% No change 1,157 $647K
Foster Group, Inc. 0.02% Add +2.4% 1,155 $646K
Turn8 Private Wealth Inc. 0.50% New 1,154 $646K
Allied Investment Advisors, LLC 0.12% Add +23.3% 1,152 $644K
Jamison Private Wealth Management, Inc. 0.10% Add +0.1% 1,152 $644K
Moller Wealth Partners 0.16% Add +188.5% 1,151 $644K
Bath Savings Trust Co 0.07% Reduce -7.6% 1,149 $643K
Avaii Wealth Management, LLC 0.34% No change 1,148 $642K
Innovative Wealth Building LLC 0.59% Add +0.6% 1,147 $642K
West Wealth Group, LLC 0.19% Add +123.8% 1,139 $639K
Huntleigh Advisors, Inc. 0.11% Add +1.0% 1,142 $639K
Sageworth Trust Co of South Dakota 0.77% No change 1,139 $637K
Harbor Group, Inc. 0.13% Reduce -0.6% 1,136 $636K
M. Kulyk & Associates, LLC 0.15% Reduce -11.1% 1,134 $634K
IVC Wealth Advisors LLC 0.34% No change 1,132 $633K
Insight Wealth Partners, LLC 0.38% Add +9.6% 1,131 $633K
Gen-Wealth Partners Inc 0.26% Add +2.7% 1,129 $632K
Northwest Quadrant Wealth Management, LLC 0.15% Reduce -25.5% 1,129 $632K
AG Asset Advisory, LLC 0.65% No change 1,127 $630K
BCGM Wealth Management, LLC 0.19% Reduce -0.9% 1,126 $630K
Gordian Advisors LLC 0.50% New 1,123 $628K
Riverview Capital Advisers, LLC 0.20% Add +0.1% 1,123 $628K
Elm3 Financial Group, LLC 0.55% Reduce -23.3% 1,122 $627K
Ardent Capital Management, Inc. 0.27% Reduce -3.5% 1,121 $627K
Alkeme Wealth, LLC 0.28% Reduce -3.7% 1,118 $625K
Concord Asset Management, LLC 0.14% No change 1,164 $623K
Avant Financial Advisors LLC 0.56% Reduce -0.5% 1,113 $623K
Allodium Investment Consultants, LLC 0.46% No change 1,113 $623K
SKY-Mountain Capital Management, Inc. 0.53% — 1,111 $621K
JB Capital LLC 0.03% Add +6.8% 1,108 $620K
Ascentis Independent Advisors 0.12% Reduce -20.0% 1,106 $619K
Swmg, LLC 0.25% Add +2.4% 1,122 $618K
Choice Wealth Advisors LLC 0.32% Add +3.2% 1,104 $618K
Maryland Capital Advisors Inc. 0.27% No change 1,101 $616K
Penn Davis McFarland Inc. 0.07% Add +8.7% 1,101 $616K
Terra Nova Asset Management LLC 0.48% Reduce -0.5% 1,099 $615K
Mainstay Capital Management LLC 0.08% Add +0.1% 1,099 $615K
Blackston Financial Advisory Group, LLC 0.42% Reduce -2.0% 1,099 $615K
Baxter Bros Inc. 0.08% Add +36.8% 1,096 $613K
Heritage Wealth Management, Inc. 0.21% Add +0.1% 1,096 $613K
American Money Management, LLC 0.12% Reduce -3.5% 1,096 $613K
Transatlantique Private Wealth LLC 0.24% No change 1,095 $613K
Chico Wealth RIA 0.53% No change 1,094 $612K
Variant Private Wealth, LLC 0.66% Add +0.4% 1,093 $611K
3EDGE Asset Management, LP 0.04% Reduce -4.7% 1,091 $610K
Braun-Bostich & Associates Inc. 0.45% Add +5.7% 1,090 $610K
25 LLC 0.25% Add +5.1% 1,085 $607K
Ritter Daniher Financial Advisory LLC / DE 0.17% Reduce -0.2% 1,083 $606K
Point Windward Advisors Inc. 0.24% Reduce -25.9% 1,083 $606K
Elite Life Management LLC 1.89% Add +2.8% 1,082 $605K
Seascape Capital Management 0.21% Add +48.2% 1,082 $605K
Level Wealth Management LLC 0.39% Add +0.1% 1,078 $603K
Lincoln Capital LLC 0.13% Add +3.4% 1,144 $603K
Beck Capital Management, LLC 0.18% Reduce -4.5% 1,077 $602K
Arvest Investments, Inc. 0.09% Reduce -35.8% 1,076 $602K
Accelerate Investment Advisors LLC 0.50% Add +9.5% 1,074 $601K
Thomasville National Bank 0.04% Reduce -21.8% 1,073 $600K
Jmac Enterprises LLC 0.14% Reduce -29.5% 1,070 $599K
Good Steward Wealth Advisors,LLC 0.54% — 1,069 $598K
Nova R Wealth, Inc. 0.30% Add +0.3% 1,068 $597K
Concorde Asset Management, LLC 0.32% Reduce -92.8% 1,084 $597K
Truvestments Capital LLC 0.13% Add +13.4% 1,066 $597K
Schaeffer Financial LLC 0.66% Reduce -27.1% 1,066 $596K
Walker Asset Management, LLC 0.36% Add +7.8% 1,066 $596K
Aspire Growth Partners LLC 0.53% Add +17.5% 1,062 $596K
Stark Wealth Management LLC 6.13% New 1,063 $595K
Bogart Wealth, LLC 0.03% Add +3.4% 1,060 $593K
Grantvest Financial Group LLC 0.48% Reduce -14.5% 1,059 $592K
KRS Capital Management, LLC 0.47% No change 1,057 $591K
Retirement Solution LLC 0.17% Add +7.8% 1,057 $591K
NavPoint Financial, Inc. 0.41% Add +0.3% 1,055 $590K
Clark Estates Inc. 0.12% No change 1,054 $590K
Scholtz & Company, LLC 0.29% Reduce -17.8% 1,053 $589K
Quad-Cities Investment Group, LLC 0.29% Add +49.5% 1,051 $588K
Harrell Investment Partners, LLC 0.17% No change 1,051 $588K
Interactive Financial Advisors, Inc. 0.31% Reduce -2.1% 1,050 $588K
Lauer Wealth, LLC 0.45% Reduce -3.3% 1,060 $588K
Creegan & Nassoura Financial Group, LLC 0.39% No change 1,050 $587K
Hourglass Capital, LLC 0.15% Reduce -12.5% 1,049 $587K
Focused Wealth Management, Inc 0.08% Add +21.2% 1,046 $585K
Mullaney, Keating & Wright, Inc. 0.39% Add +0.3% 1,045 $585K
Richard W. Paul & Associates, LLC 0.23% Reduce -49.5% 1,045 $584K
Security National Bank 0.11% No change 1,044 $584K
Hubbell Strickland Wealth Management, LLC 0.28% Add +0.1% 1,043 $584K
Hoge Financial Services, LLC 0.41% Add +174.9% 1,039 $581K
Compass Financial Group, Inc. 0.30% No change 1,038 $581K
TD Capital Management LLC 0.06% Add +0.3% 1,037 $580K
Rakuten Securities, Inc. 0.29% Reduce -9.0% 1,037 $580K
Riggs Asset Managment Co. Inc. 0.17% No change 1,036 $580K
Azimuth Capital Investment Management LLC 0.02% No change 1,036 $580K
Villere St Denis J & Co. LLC 0.06% No change 1,035 $579K
Atlas Wealth Partners, LLC 0.71% Reduce -9.8% 1,034 $578K
Keystone Financial Services 0.22% Reduce -0.7% 1,033 $578K
Traveka Wealth, LLC 0.32% Reduce -3.8% 1,031 $577K
RDA Financial Network 0.17% Add +0.1% 1,030 $576K
Bay Capital Advisors, LLC 0.48% Reduce -1.5% 1,028 $575K
Austin Wealth Management, LLC 0.12% Reduce -55.9% 1,050 $574K
Eastover Investment Advisors LLC 0.28% No change 1,025 $573K
Xcel Wealth Management, LLC 0.18% Reduce -7.2% 1,025 $573K
Unified Investment Management 0.68% Reduce -1.1% 1,024 $573K
Atlantic Family Wealth, LLC 0.53% No change 1,022 $572K
Regatta Capital Group, LLC 0.11% Reduce -42.7% 1,022 $572K
Lakewood Asset Management LLC 0.39% Add +0.6% 1,022 $572K
Elmwood Wealth Management, Inc. 0.23% No change 1,019 $570K
Roxbury Financial LLC 0.56% Add +0.1% 958 $569K
Finward Bancorp 0.49% Add +10.2% 1,015 $568K
J2 Capital Management Inc 0.52% Reduce -2.4% 1,015 $568K
Sara-Bay Financial 0.25% Reduce -6.4% 1,018 $566K
Investors Research Corp 0.12% No change 1,011 $566K
Sentry Investment Management LLC 0.38% Reduce -61.7% 1,120 $565K
Slagle Financial, LLC 0.25% Add +6.4% 1,009 $565K
TPG Financial Advisors, LLC 0.25% Reduce -16.6% 1,008 $564K
Probity Advisors, Inc. 0.11% Add +6.7% 1,007 $563K
RiverTree Advisors, LLC 0.38% Add +164.5% 1,005 $562K
Athena Investment Management 0.34% Reduce -0.1% 1,005 $562K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 1,003 $561K
Seneca Financial Advisors LLC 0.27% No change 1,001 $560K
Councilor Wealth, LLC 0.28% New 1,001 $560K
SevenBridge Financial Group, LLC 0.11% Reduce -0.9% 960 $560K
Palisade Capital Management, LP 0.02% No change 1,000 $559K
Courage Capital Management LLC 1.14% No change 1,000 $559K
Wolff Financial Management LLC 0.15% Reduce -2.4% 1,000 $559K
Acima Private Wealth, LLC 0.20% No change 999 $559K
Wealth Management Associates, Inc. 0.24% Add +18.7% 998 $558K
South Plains Financial, Inc. 0.44% No change 998 $558K
Rhumbline Advisers 0.00% No change 998 $558K
Waypoint Wealth Partners Inc. 0.15% Reduce -0.3% 997 $558K
Alexis Investment Partners, LLC 0.27% No change 992 $555K
BG Investment Services, LLC 0.60% New 992 $555K
Kwmg, LLC 0.06% Add +1.0% 991 $554K
Alpha Financial Advisors, LLC 0.25% Add +0.8% 990 $554K
DeDora Capital, Inc. 0.16% No change 987 $552K
Financial Sense Advisors, Inc. 0.16% Reduce -12.7% 987 $552K
Crossmark Global Holdings, Inc. 0.01% Reduce -87.2% 986 $552K
StoneCrest Wealth Management, Inc. 0.35% Reduce -0.6% 985 $551K
RS Crum Inc. 0.15% No change 983 $550K
Roanoke Asset Management Corp./ NY 0.19% No change 983 $550K
Cox Capital Mgt LLC 0.40% Add +37.0% 982 $549K
Keudell/Morrison Wealth Management 0.13% Add +1.9% 980 $548K
MN Wealth Advisors, LLC 0.32% Reduce -11.8% 979 $548K
Kennedy Investment Group, Inc. 0.25% Add +118.3% 978 $547K
Hemington Wealth Management 0.08% Reduce -1.6% 978 $547K
Rowlandmiller & Partners.adv 0.12% Add +8.4% 977 $547K
Nestegg Advisors, Inc. 0.58% Add +0.3% 977 $547K
Gradient Capital Advisors, LLC 0.18% Reduce -13.9% 976 $546K
RFG - Bristol Wealth Advisors, LLC 0.18% Add +18.3% 976 $546K
NCM Capital Management, LLC 0.25% No change 975 $545K
Surience Private Wealth LLC 0.95% Reduce -93.4% 973 $544K
Wealth Watch Advisors, INC 0.44% Reduce -44.5% 972 $544K
Vested Financial Planning, LLC 0.54% Add +1.0% 967 $541K
Check Capital Management Inc. 0.04% Reduce -1.3% 965 $540K
Ruggaard & Associates LLC 0.24% No change 963 $539K
AIMZ Investment Advisors, LLC 0.19% Add +28.5% 961 $538K
Orrstown Financial Services Inc. 0.13% Add +28.0% 959 $536K
Requisite Capital Management, LLC 0.12% Add +1.4% 954 $536K
Fulcrum Capital LLC 0.12% Add +2.9% 957 $535K
Morton Community Bank 0.14% No change 954 $534K
Acas, LLC 0.41% Add +10.6% 953 $532K
Kiker Wealth Management, LLC 0.36% Add +85.4% 951 $532K
Eaton Financial Holdings Company, LLC 0.22% Add +0.2% 946 $529K
Correct Capital Wealth Management 0.10% Add +14.3% 946 $529K
Creekside Partners 0.28% Add +0.4% 944 $528K
America First Investment Advisors, LLC 0.11% Reduce -4.7% 944 $528K
Opus Capital Group, LLC 0.07% Reduce -8.3% 943 $528K
180 Wealth Advisors, LLC 0.08% Reduce -0.9% 942 $527K
Alteri Wealth LLC 0.23% Add +1.9% 941 $526K
Northeast Planning Associates, Inc. / NH / 0.44% Reduce -37.9% 941 $526K
TTP Investments, Inc. 0.22% Add +10.7% 939 $525K
Legacy Advisory Services, LLC 0.44% Add +4.7% 936 $524K
Quarry Hill Advisors, LLC 0.34% No change 936 $524K
Dopkins Wealth Management, LLC 0.27% No change 935 $523K
Painted Porch Advisors LLC 0.22% Add +6.4% 933 $522K
Tepp RIA, LLC 0.71% Add +0.2% 932 $521K
Gradient Investments LLC 0.01% Reduce -39.0% 929 $520K
Matisse Capital 0.27% Add +27.8% 928 $519K
Meeder Advisory Services, Inc. 0.03% Reduce -68.7% 925 $517K
McGlone Suttner Wealth Management, Inc. 0.08% Add +3.5% 924 $517K
Financial Futures Ltd Liability Co. 0.29% Add +4.0% 924 $517K
Napatree Capital LLC 0.29% Add +0.7% 923 $516K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +9.8% 918 $515K
Paragon Capital Management LLC 0.29% New 920 $515K
LeClair Wealth Partners LLC 0.37% Reduce -5.2% 920 $515K
BankPlus Trust Department 0.17% Add +2.3% 919 $514K
Hudock, Inc. 0.09% Add +0.2% 917 $514K
Partners in Financial Planning 0.10% Reduce -0.5% 917 $513K
Hexagon Capital Partners LLC 0.10% Reduce -50.5% 916 $512K
Pacific Asset Management, LLC 0.46% Add +157.0% 915 $512K
Chris Bulman Inc 0.32% Add +1.7% 912 $510K
Cambridge Financial Group, Inc. 0.22% Add +5.8% 910 $509K
WP Advisors, LLC 0.17% Add +0.3% 909 $508K
Morey & Quinn Wealth Partners, LLC 0.42% Add +3.1% 906 $507K
Goldstream Capital Management Ltd 0.34% Reduce -44.8% 902 $507K
Certior Financial Group, LLC 0.42% Reduce -12.3% 906 $507K
Anatole Investment Management Ltd 0.14% New 906 $507K
Zullo Investment Group, Inc. 0.22% Reduce -2.2% 905 $506K
Weitzel Financial Services, Inc. 0.24% Add +5.0% 943 $506K
BostonPremier Wealth LLC 0.31% Reduce -21.1% 904 $506K
Bluestem Financial Advisors, LLC 0.24% No change 904 $506K
Trust Co 0.06% Reduce -0.6% 904 $505K
Summit Global Investments 0.04% Add +26.3% 904 $505K
Triune Financial Partners, LLC 0.16% Add +0.3% 899 $503K
Greenwood Capital Associates LLC 0.07% Reduce -5.2% 895 $501K
Herold Advisors, Inc. 0.11% Add +0.1% 894 $501K
InvesTrust 0.14% No change 894 $500K
Mason & Associates Inc 0.12% Add +0.8% 892 $499K
Grant Private Wealth Management Inc 0.54% No change 891 $498K
Carnegie Lake Advisors LLC 0.20% No change 889 $497K
RVW Wealth, LLC 0.05% Add +49.1% 887 $496K
Premier Path Wealth Partners, LLC 0.08% Reduce -5.9% 887 $496K
Pacific Sun Financial Corp 0.28% No change 884 $495K
Sunbeam Capital Management, LLC 0.47% Reduce -13.1% 884 $494K
Boyd Wealth Management, LLC 0.25% No change 883 $494K
Financial Life Advisors 0.18% Add +27.2% 883 $494K
Columbia Bank 0.17% No change 883 $494K
CLG LLC 0.17% Add +0.2% 883 $494K
Blue Barn Wealth, LLC 0.26% Reduce -62.9% 881 $493K
Beck Bode, LLC 0.09% Reduce -18.3% 881 $493K
Advocate Group LLC 0.09% No change 879 $492K
Ames National Corp. 0.33% No change 878 $491K
Family Firm, Inc. 0.11% Add +0.2% 877 $490K
Petredis Investment Advisors LLC 0.05% Reduce -62.9% 874 $489K
Whitcomb & Hess, Inc. 0.15% Add +0.1% 873 $488K
Alliance Wealth Management Group 0.13% No change 872 $488K
Bull Oak Capital, LLC 0.27% Add +0.7% 871 $487K
JBR Co Financial Management Inc 0.28% Reduce -6.3% 870 $487K
O'Brien Wealth Partners LLC 0.09% Reduce -7.9% 868 $486K
Hamilton Capital Partners, LLC 0.31% Reduce -20.2% 868 $486K
Rahlfs Capital, LLC 0.49% Add +2.6% 872 $485K
Lodestone Wealth Management LLC 0.26% Reduce -81.8% 866 $485K
Enzi Wealth 0.20% No change 886 $484K
Hoffman, Alan N Investment Management 0.25% No change 865 $484K
LPWM LLC 0.16% Reduce -5.7% 862 $482K
Kelly Financial Group LLC 0.15% Add +8.6% 862 $482K
Knuff & Co LLC 0.16% No change 860 $481K
Dividend Assets Capital, LLC 0.09% No change 859 $481K
Chemung Canal Trust Co. 0.11% Reduce -2.9% 858 $480K
Fishman Jay A Ltd. 0.05% No change 855 $478K
FF Advisors,LLC 0.27% Reduce -24.6% 852 $478K
Advocacy Wealth Management, LLC 0.03% No change 852 $477K
Bosman Wealth Management, LLC 0.48% Reduce -8.4% 851 $476K
Balanced Rock Investment Advisors LLC 0.38% Add +130.3% 850 $475K
Balance Wealth Partners LLC 0.31% — 849 $475K
City Center Advisors, LLC 0.55% Add +6.1% 847 $474K
ARK & TLK Investments, LLC 0.17% No change 847 $474K
Global Wealth Strategies & Associates 0.14% Add +36.0% 847 $474K
Redwood Financial Network Corp 0.36% Add +1.3% 847 $474K
Maltin Wealth Management, Inc. 0.22% Add +0.2% 843 $471K
Yukon Wealth Management, Inc. 0.20% — 842 $471K
Barton Investment Management 0.06% No change 839 $469K
Planned Solutions, Inc. 0.19% Add +0.6% 838 $469K
CJM Wealth Advisers, Ltd. 0.17% Reduce -2.0% 836 $467K
Kingsman Wealth Management, Inc. 0.34% — 836 $467K
Pacific Sage Partners, LLC 0.10% No change 834 $467K
Elevated Capital Advisors, LLC 0.13% Add +0.5% 832 $465K
Elite Financial, Inc. 0.25% No change 832 $465K
Vantage Point Financial LLC 0.23% Reduce -0.5% 831 $465K
Texas Permanent School Fund Corp. 0.02% Reduce -98.4% 830 $464K
Brown Wealth Management, LLC 0.16% Add +14.0% 829 $464K
Burford Brothers, Inc. 0.23% Add +23.4% 829 $464K
Paragon Private Wealth Management, LLC 0.21% Reduce -44.4% 826 $462K
Legacy Solutions, LLC 0.51% Add +8.8% 826 $462K
Picton Mahoney Asset Management 0.02% Reduce -6.7% 824 $461K
L2 Asset Management, LLC 0.09% New 824 $461K
Creative Capital Management Investments LLC 0.18% Add +30.4% 816 $456K
Forbes J M & Co. LLP 0.04% Reduce -57.5% 816 $456K
Tarbox Family Office, Inc. 0.08% Reduce -0.7% 815 $456K
Marble Harbor Investment Counsel, LLC 0.05% No change 814 $455K
Tenret Co LLC 0.28% Reduce -25.1% 811 $454K
Arcadia Investment Management Corp. 0.08% No change 811 $454K
Adell Harriman & Carpenter Inc. 0.03% No change 808 $452K
AMJ Financial Wealth Management 0.14% Reduce -13.8% 806 $451K
Mowery & Schoenfeld Wealth Management, LLC 0.88% No change 805 $450K
HC Advisors, LLC 0.34% Reduce -2.7% 805 $450K
Entrewealth, LLC 0.35% No change 804 $450K
Highline Wealth Partners LLC 0.15% Add +156.1% 804 $450K
Crown Wealth Group, LLC 0.23% Reduce -57.3% 803 $449K
Bollard Group LLC 0.01% No change 800 $448K
Trace Wealth Advisors, LLC 0.40% Reduce -8.1% 800 $448K
Farrow Financial, Inc. 0.30% Reduce -4.8% 800 $448K
WealthTrust Asset Management, LLC 0.33% Reduce -19.1% 797 $446K
Ashton Thomas Securities, LLC 0.12% Reduce -88.5% 796 $445K
HHM Wealth Advisors, LLC 0.06% Add +1.0% 796 $445K
Adamsbrown Wealth Consultants LLC 0.14% Reduce -5.1% 794 $444K
Sonoma Private Wealth LLC 0.62% No change 794 $444K
Emergent Wealth Advisors, LLC 0.32% Add +0.3% 793 $444K
Morse Asset Management, Inc 0.11% Add +0.1% 792 $443K
Harbor Advisory Corp. 0.15% No change 791 $442K
M. Kraus & Co 0.13% Add +85.7% 791 $442K
tru Independence LLC 0.14% Reduce -61.0% 791 $442K
Baker Tilly Wealth Management, LLC 0.17% Add +27.8% 790 $442K
Vance Wealth, LLC 0.17% Reduce -2.4% 789 $441K
WealthCare Investment Partners, LLC 0.19% Reduce -1.9% 858 $441K
Sprinkle Financial Consultants LLC 0.28% Reduce -5.0% 788 $441K
Kensington Investment Counsel, LLC 0.20% Add +0.9% 788 $441K
Boulder Wealth Advisors, LLC 0.26% No change 787 $440K
Partnership Wealth Management, LLC 0.37% Reduce -7.0% 787 $440K
Crew Capital Management, Ltd 0.36% No change 783 $438K
Rf&l Wealth Management, LLC 0.31% No change 782 $437K
Western Pacific Wealth Management, LP 0.40% Add +9.2% 781 $437K
Gimbal Financial 0.39% Reduce -1.1% 781 $437K
National Wealth Management Group, LLC 0.29% Add +18.6% 777 $435K
Fonville Wealth Management LLC 0.13% Add +33.3% 780 $435K
Coerente Capital Management 0.08% No change 775 $434K
McNaughton Wealth Management, LLC 0.21% No change 772 $432K
Vision Capital Management, Inc. 0.06% Reduce -26.1% 771 $431K
Access Financial Services, Inc. 0.17% Reduce -23.9% 925 $431K
Vannoy Advisory Group, Inc. 0.32% No change 771 $431K
WestHill Financial Advisors, Inc. 0.10% Reduce -4.2% 768 $430K
Y-Intercept (Hong Kong) Ltd 0.03% New 768 $430K
Brown Financial Advisory 0.27% Add +32.6% 768 $430K
Littlejohn Financial Services, Inc. 0.34% Add +27.8% 767 $429K
Lee Financial Co 0.07% Reduce -4.7% 765 $428K
SilverOak Wealth Management LLC 0.09% Add +7.6% 765 $428K
EFG Asset Management (Americas) Corp. 0.09% Add +23.0% 765 $428K
Beacon Investment Advisors LLC 0.20% Add +0.5% 763 $427K
5th Street Advisors, LLC 0.21% No change 762 $426K
Graham Capital Wealth Management, LLC 0.46% Add +27.0% 762 $426K
Balanced Wealth Group LLC 0.21% Reduce -10.3% 761 $426K
North Forty Two & Co. 0.47% Reduce -29.9% 761 $426K
Legacy Bridge, LLC 0.24% Add +14.1% 759 $425K
Thrive Capital Management, LLC 0.25% New 759 $424K
Landmark Wealth Management, LLC 0.19% Add +0.1% 757 $424K
Stage Harbor Financial, LLC 0.36% No change 757 $423K
Avid Wealth Partners LLC 0.29% No change 756 $423K
Sachem Hill LLC 0.08% No change 755 $422K
Aerodigm Wealth, LLC 0.24% No change 754 $422K
Professional Financial Advisors, LLC 0.11% Reduce -6.9% 752 $421K
Millennium Capital Advisors, LLC 0.31% New 751 $420K
SFE Investment Counsel 0.08% New 750 $420K
Kondo Wealth Advisors, Inc. 0.21% Reduce -2.7% 748 $419K
Wealthgarden F.S. LLC 0.40% Add +10.9% 744 $416K
Muirfield Wealth Advisors LLC 0.35% Add +0.3% 743 $416K
Avondale Wealth Management 0.26% No change 742 $415K
Gerber, LLC 0.35% Add +0.1% 742 $415K
Fortitude Family Office, LLC 0.15% Reduce -15.6% 741 $415K
Cary Street Partners Investment Advisory LLC 0.24% New 739 $414K
New England Professional Planning Group Inc. 0.21% No change 739 $413K
Global Wealth Management Investment Advisory, Inc. 0.08% Add +2.6% 739 $413K
Better Money Decisions, LLC 0.28% Reduce -28.9% 739 $413K
Peloton Wealth Strategists 0.18% Reduce -3.7% 738 $413K
James Hambro & Partners LLP 0.02% Reduce -53.5% 738 $413K
Tilia Fiduciary Partners, Inc. 0.27% Add +15.9% 735 $411K
Aurdan Capital Management, LLC 0.15% New 734 $411K
Detalus Advisors, LLC 0.13% Add +44.8% 730 $409K
Kaye Capital Management 0.17% Add +1.0% 729 $408K
Parkwoods Wealth Partners, LLC 0.27% No change 723 $405K
Prairie Wealth Advisors, Inc. 0.20% Add +16.1% 721 $404K
Winnacle Wealth LLC 0.37% Add +55.8% 723 $404K
David Kennon Inc 0.16% No change 721 $403K
Northwest Wealth Management, LLC 0.08% Add +11.8% 719 $402K
Regimen Wealth, LLC 0.13% Add +0.3% 717 $401K
Wealth Group, Ltd. 0.26% Add +91.2% 717 $401K
Eagle Bay Advisors LLC 0.34% Reduce -59.5% 710 $400K
Strategic Planning Group, LLC 0.08% Add +60.0% 712 $399K
Norris Perne & French LLP 0.03% Reduce -41.4% 710 $397K
Atwater Malick LLC 0.13% No change 710 $397K
Luts & Greenleigh Group, Inc. 0.39% Reduce -6.1% 709 $396K
Emory University 1.81% Reduce -9.3% 708 $396K
EnRich Financial Partners LLC 0.13% Add +2.0% 707 $396K
Presilium Private Wealth, LLC 0.09% No change 705 $394K
Ade, LLC 0.23% Add +0.1% 704 $394K
Eagle Harbor Asset Management Inc. 0.40% No change 704 $394K
Timonier Family Office, LTD. 0.17% Reduce -5.7% 701 $393K
Field & Main Bank 0.14% Reduce -2.9% 702 $393K
Pflug Koory, LLC 0.22% No change 700 $392K
Decatur Capital Management, Inc. 0.20% No change 700 $392K
Miller Financial Services LLC 0.56% Reduce -79.4% 698 $391K
Cathy Pareto & Associates, Inc. 0.35% Reduce -0.8% 698 $390K
Vawter Financial, Ltd. 0.22% No change 696 $389K
Louisbourg Investments Inc. 0.11% Reduce -3.7% 696 $389K
Hayek Kallen Investment Management 0.14% Add +7.6% 695 $389K
Up Strategic Wealth Investment Advisors LLC 0.35% No change 695 $389K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -14.3% 694 $388K
Lester Murray Antman dba SimplyRich 0.11% No change 694 $388K
Vectors Research Management, LLC 0.14% Reduce -45.5% 690 $386K
Mittelman Wealth Management 0.35% Reduce -16.3% 689 $386K
Cooper Capital Advisors LLC 0.41% Reduce -47.8% 688 $385K
KWB Wealth 0.05% Add +71.0% 655 $384K
Forum Private Client Group LLC 0.17% Reduce -15.9% 686 $384K
Oak Asset Management, LLC 0.14% Add +0.1% 685 $383K
Boston Standard Wealth Management, LLC 0.08% Reduce -12.6% 704 $383K
Hobbs Group Advisors, LLC 0.15% Reduce -5.7% 685 $383K
SLT Holdings LLC 0.38% Add +8.2% 684 $383K
Wallace Hart LLC 0.96% Reduce -99.3% 683 $382K
Gill Capital Partners, LLC 0.13% No change 682 $382K
Advus Financial Partners, LLC 0.11% No change 682 $381K
Strategic Investment Solutions, Inc. 0.11% Reduce -16.0% 681 $381K
Mayfair Advisory Group, LLC 0.22% Add +5.1% 681 $381K
Ahl Investment Management, Inc. 0.26% Reduce -3.5% 680 $380K
FCG Investment Co 0.24% Reduce -96.3% 678 $379K
Dempze Nancy E 0.23% Reduce -71.1% 678 $379K
Lakeshore Financial Planning, Inc. 0.16% Reduce -10.9% 678 $379K
Clifford Group, LLC 0.35% Reduce -15.4% 676 $378K
Topel & Distasi Wealth Management, LLC 0.18% Reduce -3.9% 674 $377K
Pacifica Partners Inc. 0.17% Add +203.9% 702 $377K
Pring Turner Capital Group Inc. 0.23% No change 671 $375K
Meadow Creek Wealth Advisors LLC 0.28% Add +0.3% 670 $375K
Waterway Wealth Management, LLC 0.16% Reduce -86.5% 668 $374K
Schear Investment Advisers, LLC 0.22% Reduce -10.1% 668 $374K
Great Point Wealth Advisors, LLC 0.08% Reduce -0.3% 668 $374K
Quest Investment Management LLC 0.05% No change 666 $373K
Miller Wealth Advisors, LLC 0.21% Add +0.3% 666 $373K
Redmond Asset Management, LLC 0.10% Add +15.8% 666 $372K
Cutler Capital Management, LLC 0.17% Add +0.6% 664 $372K
Parkworth Wealth Management, Inc. 0.30% Add +0.3% 664 $371K
Cornerstone Enterprises, LLC 0.23% New 660 $369K
Partners Wealth Management, LLC 0.42% Add +0.5% 657 $368K
Compass Capital Management, Inc. 0.02% Reduce -98.4% 656 $367K
Keystone Financial Services, LLC 0.31% Add +44.0% 655 $366K
Southland Equity Partners LLC 0.09% Add +2.4% 654 $366K
Sugar Maple Asset Management, LLC 0.29% No change 653 $365K
Anchor Capital Advisors LLC 0.01% Reduce -31.6% 653 $365K
Advisors Management Group Inc. 0.08% Add +0.1% 653 $365K
Francis Financial, Inc. 0.09% Reduce -5.0% 651 $364K
Ramirez Asset Management, Inc. 0.08% No change 650 $364K
Cascade Investment Advisors, Inc. 0.24% No change 647 $362K
Dover Advisors, LLC 0.16% New 645 $362K
O'Brien Greene & Co. Inc 0.12% Reduce -6.1% 646 $362K
Templeton & Phillips Capital Management, LLC 0.26% No change 645 $361K
Eliot Finkel Investment Counsel, LLC 0.25% No change 645 $361K
Vickerman Investment Advisors, Inc. 0.08% Reduce -3.9% 644 $360K
Versant Capital Management, Inc 0.06% Reduce -0.9% 643 $360K
PFW Advisors LLC 0.11% No change 643 $360K
Purkiss Capital Advisors LLC 0.27% Reduce -2.9% 642 $359K
Asio Capital, LLC 0.07% Add +66.1% 641 $359K
Instrumental Wealth, LLC 0.32% New 651 $358K
Scissortail Wealth Management, LLC 0.09% Add +0.2% 638 $357K
Baugh & Associates, LLC 0.18% Reduce -0.5% 664 $357K
Alexander Randolph Advisory, Inc. 0.35% Add +6.3% 637 $356K
Meridian Wealth Partners, LLC 0.06% Add +3.3% 635 $355K
Beckerman Institutional, LLC 0.26% No change 634 $355K
IAG Wealth Partners, LLC 0.05% Add +11.3% 630 $352K
One Wealth Capital Management, LLC 0.19% Reduce -11.9% 629 $352K
Stewardship Advisors, LLC 0.09% Reduce -49.5% 628 $351K
Knightsbridge Asset Management, LLC 0.09% No change 627 $351K
Dudley Capital Management, LLC 0.19% Reduce -1.4% 626 $350K
Processus Wealth & Capital Management, LLC 0.30% No change 625 $350K
Centennial Wealth Advisory LLC 0.13% Reduce -8.6% 619 $346K
NovaPoint Capital, LLC 0.11% No change 619 $346K
RBA Wealth Management, LLC 0.14% Reduce -46.9% 619 $346K
Strategent Financial, LLC 0.31% No change 617 $345K
Mendel Capital Management LLC 0.21% Add +0.2% 617 $345K
Briaud Financial Planning Inc 0.14% No change 615 $344K
Northstar Financial Companies, Inc. 0.37% Reduce -51.3% 614 $344K
Birch Financial Group, LLC 0.30% New 612 $342K
Robinswood Financial LLC 0.13% Add +0.3% 610 $341K
Axos Invest Inc. 0.26% Add +4.8% 609 $341K
Colonial River Investments, LLC 0.19% Reduce -7.5% 609 $341K
Monument Group Wealth Advisors, LLC 0.23% No change 606 $339K
CCM Investment Advisers LLC 0.04% Reduce -22.2% 606 $339K
Pine Harbor Wealth Management, LLC 0.14% Add +0.2% 603 $338K
Anson Capital, Inc. 0.29% No change 602 $337K
Cornerstone Management, Inc. 0.06% Add +19.5% 601 $336K
Legacy Capital Group California, Inc. 0.12% New 600 $336K
Banco BTG Pactual S.A. 0.08% Add +43.3% 596 $333K
ShankerValleau Wealth Advisors, Inc. 0.11% No change 593 $332K
BlueStem Wealth Partners, LLC 0.05% Add +0.3% 592 $331K
Higgins & Schmidt Wealth Strategies LLC 0.20% No change 591 $331K
Shepherd Kaplan Krochuk, LLC 0.28% Add +0.3% 591 $330K
Marietta Investment Partners LLC 0.08% Add +1.4% 590 $330K
Walker Financial Services, Inc. 0.17% Add +12.2% 590 $330K
Solutions 4 Wealth, Ltd 0.58% Reduce -6.2% 589 $330K
Elgethun Capital Management 0.07% Reduce -14.6% 589 $329K
Harfst & Associates, Inc. 0.08% No change 588 $329K
Helium Advisors LLC 0.24% Reduce -6.2% 588 $329K
Elequin Capital, LP 0.09% Add +14.2% 586 $328K
Presidio Capital Management, LLC 0.14% Reduce -16.4% 585 $327K
LongView Asset Management LLC 0.28% Add +7.8% 584 $327K
Strong Tower Advisory Services 0.08% Reduce -6.2% 647 $326K
Quest 10 Wealth Builders, Inc. 0.35% Reduce -57.3% 580 $324K
Crescent Sterling, Ltd. 0.33% Add +3.6% 580 $324K
Richardson Capital Management LLC 0.20% Add +15.1% 578 $323K
Gentry Private Wealth, LLC 0.27% New 578 $323K
Applied Capital LLC 0.16% Reduce -9.7% 578 $323K
Astoria Strategic Wealth, Inc. 0.10% No change 578 $323K
Strengthening Families & Communities, LLC 0.20% Add +58.1% 574 $321K
Spurstone Advisory Services, LLC 6.24% Reduce -1.6% 573 $321K
PSI Advisors, LLC 0.10% Reduce -20.0% 573 $321K
Crane Advisory, LLC 0.06% No change 600 $320K
Kilter Group LLC 0.21% Add +0.3% 572 $320K
Strategic Financial Partners, Ltd. 0.17% No change 572 $320K
Mindset Wealth Management, LLC 0.12% New 571 $319K
Corepath Wealth Partners LLC 0.30% No change 605 $319K
swisspartners Advisors Ltd 0.34% Reduce -14.8% 645 $319K
Melone Private Wealth, LLC 0.17% Add +43.0% 569 $318K
Boston Common Asset Management, LLC 0.01% Reduce -29.1% 569 $318K
Everest Private Wealth 0.29% Add +0.2% 568 $318K
Conrad Siegel Investment Advisors, Inc. 0.08% New 568 $318K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.2% 568 $317K
Post Resch Tallon Group Inc. 0.33% Reduce -5.6% 569 $317K
Independent Solutions Wealth Management, LLC 0.07% Add +12.3% 566 $317K
Renasant Bank 0.21% Reduce -17.5% 565 $316K
Park Capital Management, LLC / WI 0.37% Add +3.7% 565 $316K
Viawealth, LLC 0.19% Add +14.7% 561 $314K
Wealth Management Strategies, Inc. 0.21% Add +0.4% 561 $314K
Foundation Wealth Management, LLC\PA 0.15% No change 560 $313K
Kimelman & Baird, LLC 0.03% Reduce -7.0% 557 $312K
ODonnell Financial Services, LLC 0.13% New 556 $311K
Ring Mountain Capital, LLC 0.23% Reduce -1.9% 554 $310K
Lynch & Associates 0.07% No change 553 $309K
Oak Family Advisors, LLC 0.13% Add +5.7% 553 $309K
Symphony Financial, Ltd. Co. 0.18% Reduce -95.8% 598 $309K
Hager Investment Management Services, LLC 0.22% Reduce -50.7% 552 $309K
KilterHowling LLC 0.20% Reduce -3.9% 545 $308K
AF Advisors, Inc. 0.06% No change 550 $308K
Arcadia Wealth Management, LLC 0.15% Add +43.3% 549 $307K
Cardinal Capital Management 0.05% Reduce -7.3% 547 $307K
Total Wealth Planning, LLC 0.05% Reduce -4.2% 548 $307K
Lanham O'Dell & Company, Inc. 0.18% Reduce -98.6% 546 $306K
Uniting Wealth Partners, LLC 0.15% New 547 $306K
Poehling Capital Management, INC. 0.08% No change 547 $306K
Flynn Zito Capital Management, LLC 0.14% Add +4.2% 546 $305K
United Bank 0.13% Add +3.4% 546 $305K
Commons Capital, LLC 0.28% Add +19.3% 545 $305K
Vista Finance, LLC 0.26% Reduce -0.2% 542 $303K
Stonekeep Investments, LLC 0.22% No change 542 $303K
Sulzberger Capital Advisors, Inc. 0.40% Reduce -63.3% 542 $303K
Uhlmann Price Securities, LLC 0.22% Reduce -10.9% 542 $303K
Thompson Davis & Co., Inc. 0.24% Reduce -2.7% 539 $302K
First Citizens Financial Corp 0.17% New 539 $302K
HWG Holdings LP 0.13% Reduce -61.5% 539 $302K
DF Dent & Co. Inc. 0.00% Add +23.3% 539 $302K
Henderson Brothers Financial Partners, LLC 0.15% — 442 $301K
Dash Acquisitions Inc. 0.07% Add +7.1% 512 $300K
PYA Waltman Capital, LLC 0.09% No change 535 $299K
Aquire Wealth Advisors, LLC 0.09% Add +0.2% 535 $299K
Ogorek Anthony Joseph /NY/ 0.10% Add +4.5% 536 $299K
Gray Private Wealth, LLC 0.18% Reduce -0.2% 534 $299K
4WEALTH Advisors, Inc. 0.33% Reduce -49.5% 533 $298K
Disciplined Equity Management, Inc. 0.21% No change 532 $298K
Beverly Hills Private Wealth, LLC 0.06% No change 531 $297K
Security National Bank of Sioux City Iowa 0.22% No change 530 $296K
Shapiro Capital Management LLC 0.01% Reduce -99.0% 530 $296K
Covington Investment Advisors Inc. 0.05% No change 527 $295K
Longview Financial Advisors LLC 0.19% No change 527 $295K
Hill Island Financial LLC 0.09% Reduce -42.5% 526 $294K
Riversedge Advisors, LLC 0.07% Add +21.0% 524 $293K
Synergy Financial Group, LTD 0.26% New 524 $293K
Aspiring Ventures, LLC 0.17% New 522 $293K
Verde Capital Management 0.08% Reduce -7.1% 523 $293K
Petix & Botte Co 0.08% Add +6.5% 522 $292K
Mechanics Financial Corp 0.13% No change 521 $291K
Future Financial Wealth Managment LLC 0.21% No change 520 $291K
Schmidt P J Investment Management Inc. 0.05% Reduce -8.8% 520 $291K
Provident Investment Management, Inc. 0.03% New 520 $291K
Frederick Financial Consultants, LLC 0.21% No change 516 $289K
Community Bank of Raymore 0.23% No change 515 $288K
Vantage Investment Partners, LLC 0.02% Add +2.2% 515 $288K
Worth Asset Management, LLC 0.16% No change 514 $288K
Dynamic Financial Group 0.29% Add +2.2% 512 $287K
Boomfish Wealth Group, LLC 0.19% Add +1.6% 512 $286K
Stillwater Capital Advisors, LLC 0.04% Add +0.8% 511 $286K
Brio Consultants, LLC 0.04% Add +11.3% 510 $285K
Schulz Wealth, LTD. 0.22% No change 510 $285K
Pure Portfolios Holdings LLC 0.10% New 509 $285K
Summit Investment Advisors, Inc. 0.25% Add +0.2% 509 $284K
MJP Associates Inc. 0.05% Add +11.2% 505 $282K
Mustard Seed Financial, LLC 0.23% No change 504 $282K
Sound Stewardship, LLC 0.16% Reduce -15.9% 504 $282K
Kestra Investment Management, LLC 0.01% Reduce -1.6% 504 $282K
Mill Capital Management, LLC 0.02% Add +9.8% 503 $281K
Fiduciary Advisors, Inc. 0.28% Add +0.4% 502 $281K
Petra Financial Advisors Inc. 0.23% Reduce -5.1% 501 $280K
Plan A Wealth LLC 0.22% No change 501 $280K
Diligent Investors, LLC 0.07% Add +9.9% 499 $279K
D. Scott Neal, Inc. 0.15% Add +2.1% 496 $277K
Wisconsin Wealth Advisors, LLC 0.40% Add +2.3% 496 $277K
Financial Strategies Group, Inc. 0.07% No change 513 $276K
Clear Investment Research, LLC 0.37% No change 493 $276K
Kings Path Partners LLC 0.13% Reduce -1.0% 492 $275K
Strive Asset Management, LLC 0.19% Reduce -38.8% 492 $275K
True Vision MN LLC 0.16% Reduce -17.3% 489 $274K
Phillips Wealth Planners LLC 0.29% Reduce -91.7% 513 $274K
Andrew Hill Investment Advisors, Inc. 0.27% Add +2.7% 489 $274K
Teamwork Financial Advisors, LLC 0.04% Reduce -1.8% 489 $274K
Schiavi & Co LLC 0.10% No change 488 $273K
Continental Investors Services, Inc. 0.54% Add +1.7% 485 $273K
Cypress Point Wealth Management, LLC 0.09% New 487 $272K
Altura Wealth Advisors Inc. 0.18% New 487 $272K
Mullooly Asset Management, Inc. 0.12% — 485 $272K
Spectrum Investment Advisors, Inc. 0.17% Reduce -9.4% 484 $271K
Regency Capital Management Inc.\DE 0.16% Add +6.6% 484 $271K
Triad Wealth Partners, LLC 0.08% New 484 $270K
Unique Wealth Strategies, LLC 0.12% Reduce -17.3% 482 $270K
CWC Advisors, LLC. 0.15% Reduce -2.0% 482 $270K
Weybosset Research & Management LLC 0.09% Add +23.7% 480 $269K
Burns Matteson Capital Management, LLC 0.14% Add +0.2% 479 $268K
Blackhill Capital Inc. 0.02% No change 478 $267K
Argent Advisors, Inc. 0.09% No change 477 $267K
Reliant Investment Partners, LLC 0.27% No change 476 $266K
Pecaut & Co. 0.09% Add +3.5% 475 $266K
Blume Capital Management, Inc. 0.06% Add +28.7% 475 $266K
Sarver Vrooman Wealth Advisors 0.18% — 474 $265K
KOM Wealth Management Group, LLC 0.23% Add +0.2% 471 $264K
R. W. Roge & Company, Inc. 0.14% Reduce -1.5% 471 $263K
DORVAL Corp 0.11% Add +0.2% 442 $263K
Continuum Wealth Advisors, LLC 0.13% No change 469 $262K
Sweeney & Michel, LLC 0.11% — 527 $262K
Clay Northam Wealth Management, LLC 0.18% Reduce -3.7% 468 $262K
Moulton Wealth Management, Inc. 0.20% Add +0.2% 467 $261K
Coston, McIsaac & Partners 0.08% Add +11.7% 468 $261K
Fox Hill Wealth Management 0.15% Add +6.6% 466 $260K
Security National Bank of So Dak 0.15% No change 465 $260K
Cedar Mountain Advisors, LLC 0.06% Add +7.4% 464 $260K
one8zero8, LLC 0.06% No change 464 $260K
Dagco, Inc. 0.08% Reduce -12.3% 462 $258K
Colton Groome Financial Advisors, LLC 0.10% Reduce -55.4% 464 $257K
XY Planning Network, Inc. 0.17% Reduce -27.3% 459 $257K
Bramshill Investments, LLC 0.03% New 457 $256K
Dixon Mitchell Investment Counsel Inc. 0.01% Add +9.6% 455 $255K
Rinkey Investments 0.08% Reduce -85.8% 456 $255K
Mascoma Wealth Management LLC 0.06% No change 456 $255K
Westhampton Capital, LLC 0.14% Add +0.2% 455 $255K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.26% Add +0.2% 453 $253K
Stanley-Laman Group, Ltd. 0.04% Add +1.1% 452 $253K
Private Management Group Inc. 0.01% Reduce -6.6% 452 $253K
Lauterbach Financial Advisors, LLC 0.16% No change 451 $252K
Endeavor Private Wealth, Inc. 0.14% Add +49.5% 450 $252K
Raine Capital LLC 0.12% New 450 $252K
Schulhoff & Co. Inc. 0.11% No change 450 $252K
Somerville Kurt F 0.04% Reduce -15.6% 450 $252K
ROSS\JOHNSON & Associates LLC 4.31% Add +3.9% 449 $251K
Golden Bell Financial Planning LLC 0.24% No change 449 $251K
FLC Capital Advisors 0.06% New 449 $251K
TCP Asset Management, LLC 0.06% Add +19.7% 449 $251K
Piedmont Capital Management, LLC 0.18% No change 503 $250K
Tme Financial, Inc. 0.22% Reduce -12.2% 446 $249K
Concentrum Wealth Management 0.09% Reduce -51.6% 445 $249K
Hendershot Investments Inc. 0.03% Add +12.7% 445 $249K
Integrated Capital Management, LLC 0.14% Add +0.2% 443 $248K
Caldwell Sutter Capital, Inc. 0.12% No change 443 $248K
Investment Counsel Co. of Nevada 0.56% Reduce -2.9% 440 $246K
Pachira Investments Inc. 0.17% No change 442 $246K
Ballew Advisors, Inc 0.16% No change 460 $246K
M Wealth Management, LLC 0.23% No change 437 $244K
TradeWell Securities, LLC. 0.13% Add +0.2% 437 $244K
Denver PWM, LLC 0.09% Add +0.2% 435 $243K
Bond & Devick Financial Network, Inc. 0.09% New 434 $243K
Davidson Investment Advisors 0.01% Add +22.9% 434 $243K
Beutel, Goodman & Co Ltd. 0.00% New 430 $240K
Talisman Wealth Advisors LLC 0.25% No change 429 $240K
Jackson Thornton Wealth Management, LLC 0.03% New 455 $240K
Heritage Wealth Partners, LLC 0.37% Reduce -47.1% 428 $239K
Koa Wealth Management, LLC 0.19% Add +8.1% 428 $239K
China Universal Asset Management Co., Ltd. 0.02% Reduce -25.3% 426 $239K
American Century Companies Inc. 0.00% New 427 $239K
OLIO Financial Planning 0.08% New 426 $238K
Inman Jager Wealth Management, LLC 0.18% Add +2.7% 425 $238K
BetterWealth, LLC 0.07% New 425 $238K
Arcataur Capital Management LLC 0.08% No change 423 $237K
WPG Advisers, LLC 0.22% Add +5.0% 423 $237K
Biondo Investment Advisors, LLC 0.03% No change 423 $237K
Adaptive Financial Consulting, LLC 0.10% No change 421 $236K
Edgemoor Investment Advisors, Inc. 0.02% Add +23.1% 421 $236K
Cadence Wealth Management LLC 0.17% Add +4.7% 421 $235K
Barnett & Company, Inc. 0.20% No change 420 $235K
McRae Capital Management Inc. 0.05% No change 420 $235K
Trust Co of Kansas 0.12% Reduce -0.5% 418 $234K
Drake & Associates, LLC 0.07% New 418 $234K
Gallagher Capital Advisors, LLC 0.18% Add +1.5% 418 $234K
Skyline Advisors, Inc. 0.09% Reduce -19.5% 418 $234K
Altman Advisors, Inc. 0.11% Reduce -97.2% 421 $233K
Flywheel Private Wealth LLC 0.21% Reduce -14.6% 417 $233K
Heritage Family Offices, LLP 0.12% No change 416 $233K
Wrenne Financial Planning LLC 0.12% New 415 $232K
Twelve Points Wealth Management LLC 0.06% Reduce -16.0% 414 $232K
Vigilare Wealth Management 0.09% New 414 $232K
Total Wealth Planning & Management, Inc. 0.24% Reduce -96.6% 413 $231K
Old North State Wealth Management, LLC 0.13% Reduce -3.6% 406 $230K
Prodigy Asset Management LLC 0.19% No change 411 $230K
Ipswich Investment Management Co., Inc. 0.06% Reduce -68.7% 411 $230K
Rodgers & Associates, LTD 0.03% New 411 $230K
Capital Square, LLC 0.13% New 410 $229K
Southern Capital Advisors, LLC 0.13% Add +0.2% 410 $229K
Peak Financial Management, Inc. 0.07% Add +0.3% 409 $229K
Stockman Wealth Management, Inc. 0.03% New 409 $229K
Notis-McConarty Edward 0.12% New 409 $229K
Whitener Capital Management, Inc. 0.06% Reduce -3.1% 406 $227K
Red Mountain Financial, LLC 0.28% No change 406 $227K
Bowman & Co S.C. 0.11% Add +3.6% 406 $227K
Durante & Waters, LLC 0.19% No change 405 $227K
Signature Wealth Management Group 0.09% Reduce -5.6% 405 $227K
Strategic Advocates LLC 0.08% Add +8.9% 405 $226K
Avalon Advisory Group 0.11% No change 403 $225K
First Bank & Trust 0.04% No change 402 $225K
Chancellor Financial Group WB LP 0.19% New 402 $225K
eCIO, Inc. 0.09% — 400 $224K
Thomas Story & Son LLC 0.09% No change 400 $224K
Sterling Group Wealth Management, LLC 0.12% No change 399 $223K
Satovsky Asset Management LLC 0.05% Add +14.7% 398 $223K
Hilltop Wealth Advisors, LLC 0.13% New 397 $222K
Doliver Advisors, LP 0.06% New 397 $222K
Tectonic Advisors LLC 0.01% Add +0.3% 395 $221K
Rather & Kittrell, Inc. 0.05% Add +0.8% 393 $220K
PMG Wealth Management, Inc. 0.23% No change 392 $219K
Lighthouse Financial LLC 0.19% No change 392 $219K
Murphy Pohlad Asset Management LLC 0.09% Reduce -2.5% 392 $219K
Sykon Capital LLC 0.08% Add +4.3% 391 $219K
Thomas J. Herzfeld Advisors, Inc. 0.07% No change 390 $218K
North Ridge Wealth Advisors, Inc. 0.15% Add +175.9% 389 $218K
Dravo Bay LLC 0.12% Reduce -76.7% 389 $218K
Kickstand Ventures, Llc. 0.06% No change 389 $218K
Synergy Investment Management, LLC 0.09% Add +6.9% 388 $217K
Kapitalo Investimentos Ltda 0.04% New 386 $216K
Compagnie Lombard Odier SCmA 0.00% Reduce -24.4% 385 $215K
RMR Capital Management, LLC 0.16% Reduce -5.4% 384 $215K
Columbus Macro, LLC 0.03% Reduce -58.9% 384 $215K
Everstar Asset Management, LLC 0.14% Reduce -50.9% 383 $214K
CarsonAllaria Wealth Management, Ltd. 0.12% Add +0.3% 378 $212K
CPR Investments Inc. 0.19% Reduce -42.8% 374 $209K
Bay Harbor Wealth Management, LLC 0.07% Reduce -13.5% 372 $209K
Portfolio Strategies, Inc. 0.03% New 373 $208K
Alpha Advisors, LLC 0.18% No change 372 $208K
Cornerstone National Bank & Trust Co 0.09% No change 372 $208K
Benson Investment Management Company, Inc. 0.09% No change 372 $208K
Bellecapital International Ltd. 0.04% Reduce -11.9% 371 $208K
Biltmore Wealth Management, LLC 0.09% New 368 $206K
Advisory Resource Group 0.04% Add +0.8% 368 $206K
Keyes, Stange & Wooten Wealth Management, LLC 0.12% Reduce -35.7% 366 $205K
Compass Advisory Group LLC 0.07% No change 364 $204K
Severin Investments, LLC 0.20% Reduce -50.9% 365 $204K
CMC Financial Group 0.46% Reduce -8.5% 364 $204K
Fusion Capital, LLC 0.08% Add +1.1% 363 $203K
Innovative Advisory Group, LLC 0.19% Reduce -9.9% 362 $203K
Uncommon Cents Investing LLC 0.06% No change 361 $202K
JP Wealth Management, Inc. 0.16% No change 361 $202K
Richard P Slaughter Associates Inc 0.05% Reduce -24.3% 361 $202K
City National Bank of Florida 0.18% Reduce -77.2% 360 $201K
Elefante Mark B 0.16% Reduce -29.4% 360 $201K
Leading Edge Financial Planning LLC 0.06% No change 358 $200K
Financial Connections Group, Inc. 0.09% No change 357 $199K
Private Wealth Management Group, LLC 0.07% No change 355 $199K
Consultiva Wealth Management, Corp. 0.68% Add +144.8% 355 $199K
Gleason Group, Inc. 0.04% Add +0.3% 351 $197K
STRS Ohio 0.00% Reduce -2.8% 350 $196K
Keener Financial Planning LLC 0.12% No change 340 $190K
Wayfinding Financial, LLC 0.08% New 341 $190K
PFS Partners, LLC 0.10% No change 331 $185K
Principia Wealth Advisory, LLC 0.18% Add +1.2% 337 $185K
Accredited Wealth Management, LLC 0.15% No change 326 $183K
Koesten, Hirschmann & Crabtree, INC. 0.10% No change 323 $181K
Teachers Insurance & Annuity Association of America 0.24% Reduce -34.4% 321 $180K
Financial Freedom, LLC 0.10% Add +4.0% 309 $173K
Chelsea Counsel Co. 0.09% Reduce -1.6% 305 $171K
JCIC Asset Management Inc. 0.07% No change 305 $171K
WFA Asset Management Corp 0.09% Add +19.5% 325 $170K
Westend Capital Management, LLC 0.06% Reduce -1.7% 289 $162K
Avion Wealth 0.04% No change 271 $158K
Alpha DNA Investment Management LLC 3.38% No change 280 $157K
William B. Walkup & Associates, Inc. 0.10% No change 280 $157K
WealthTrak Capital Management LLC 0.13% Reduce -8.6% 278 $156K
Fourth Dimension Wealth, LLC 0.08% Add +5.7% 278 $156K
Stephens Consulting, LLC 0.04% No change 269 $151K
Signature Resources Capital Management, LLC 0.12% Add +301.6% 257 $144K
Financial Network Wealth Advisors LLC 0.19% Add +33.7% 254 $142K
Conquis Financial LLC 0.15% No change 253 $142K
Clark Wealth Partners 0.10% Add +0.4% 246 $137K
Tsai Capital Corp 0.11% New 243 $136K
ZynergyRetirementPlanningLLC 0.10% No change 229 $134K
Atala Financial Inc 0.10% No change 238 $133K
BNP Paribas 0.01% Reduce -28.8% 235 $131K
Ridgewood Investments LLC 0.06% No change 235 $131K
Goodman Advisory Group, LLC 0.04% New 233 $130K
von Borstel & Associates, Inc. 0.04% New 233 $130K
Prestige Wealth Management Group LLC 0.03% Add +22.7% 227 $127K
Cedar Wealth Management, LLC 0.05% Add +61.0% 227 $127K
Abound Financial, LLC 0.06% New 225 $126K
Prudent Man Investment Management, Inc. 0.07% No change 214 $125K
Tradewinds Capital Management, LLC 0.03% Reduce -5.1% 222 $124K
Davidson Capital Management Inc. 0.03% New 222 $124K
Columbia River Financial Group, LLC 0.08% New 223 $124K
Cadent Capital Advisors, LLC 0.05% No change 219 $123K
Smallwood Wealth Investment Management, LLC 0.08% Add +28.1% 219 $123K
FWL Investment Management, LLC 0.05% Add +0.9% 217 $121K
Legacy Wealth Managment, LLC 0.09% Add +78.5% 216 $121K
Mendota Financial Group, LLC 0.13% Reduce -7.5% 211 $118K
Standard Family Office LLC 0.15% No change 210 $117K
Contravisory Investment Management, Inc. 0.02% Add +4.6% 203 $114K
Donald L. Hagan, LLC 0.06% New 203 $114K
Brown Shipley& Co Ltd 0.06% No change 202 $113K
Mountain Hill Investment Partners Corp. 0.11% Add +13.6% 201 $112K
Advisors Preferred, LLC 0.02% Reduce -99.9% 200 $112K
Bayforest Capital Ltd 0.05% New 199 $111K
Rosenberg Matthew Hamilton 0.03% No change 195 $109K
Greenline Partners, LLC 0.02% No change 194 $109K
Kentucky Trust Co 0.06% No change 192 $107K
Whipplewood Advisors, LLC 0.06% Reduce -62.1% 72 $107K
Family CFO Inc 0.06% No change 192 $107K
McClarren Financial Advisors, Inc. 0.07% Add +191.2% 559 $107K
IMG Wealth Management, Inc. 0.09% Reduce -4.7% 184 $103K
Evolution Advisers, Inc. 0.05% No change 179 $100K
Citizens National Bank Trust Department 0.02% No change 178 $100K
Milestone Investment Advisors LLC 0.03% Add +13.8% 173 $97K
Perkins Coie Trust Co 0.02% No change 169 $95K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -71.9% 167 $94K
Legacies Wealth LLC 0.07% No change 166 $93K
First Community Trust NA 0.08% No change 162 $91K
Thompson Investment Management, Inc. 0.01% Reduce -50.5% 160 $90K
Cloud Capital Management, LLC 0.06% — 159 $89K
BancFirst Trust & Investment Management 0.04% Reduce -91.6% 160 $89K
Putney Financial Group LLC 0.09% Reduce -3.8% 152 $85K
Nalls Sherbakoff Group, LLC 0.07% — 151 $85K
Robbins Farley 0.04% Add +0.7% 151 $84K
Asset Management One Co., Ltd. 0.00% Reduce -99.2% 150 $84K
VELA Investment Management, LLC 0.03% No change 150 $84K
Hoey Investments, Inc. 0.02% Reduce -38.8% 145 $81K
Birchbrook, Inc. 0.05% Add +0.7% 144 $80K
Capital A Wealth Management, LLC 0.08% Reduce -27.4% 138 $77K
Creekmur Asset Management LLC 0.02% No change 135 $76K
Wealth Advisors of Tampa Bay, LLC 0.03% New 134 $75K
Clearstead Trust, LLC 0.02% No change 132 $74K
Eisler Capital Management Ltd. 0.00% Reduce -99.9% 132 $74K
Stuart Chaussee & Associates, Inc. 0.02% No change 130 $73K
New Millennium Group LLC 0.05% Reduce -27.6% 126 $70K
MilWealth Group LLC 0.02% Reduce -7.6% 122 $68K
Studio Investment Management LLC 0.01% No change 121 $68K
Fairway Wealth LLC 0.02% No change 120 $67K
Dynamic Wealth Strategies, LLC 0.06% New 119 $67K
Bank & Trust Co 0.05% No change 118 $66K
Pinney & Scofield, Inc. 0.05% No change 117 $65K
Minot DeBlois Advisors LLC 0.06% No change 116 $65K
Hartford Financial Management Inc. 0.01% Reduce -35.0% 115 $64K
Arcadia Investment Advisors LLC 0.03% No change 111 $62K
Dogwood Wealth Management LLC 0.03% Reduce -27.0% 108 $60K
Banque Transatlantique SA 0.00% Reduce -91.1% 100 $56K
Financial Avengers, Inc. 0.03% New 100 $56K
Skylands Capital, LLC 0.01% No change 100 $56K
TOWER TRUST & INVESTMENT Co 0.04% — 100 $55K
True Wealth Design, LLC 0.02% Reduce -6.9% 94 $53K
New England Capital Financial Advisors LLC 0.03% No change 91 $51K
Loomis Sayles & Co. L P 0.00% Reduce -64.4% 85 $48K
Curat Global, LLC 0.06% — 85 $48K
Copia Wealth Management 0.04% No change 85 $48K
Hara Capital LLC 0.03% New 85 $48K
Luminist Capital LLC 0.05% Add +60.4% 85 $47K
Mb, Levis & Associates, LLC 0.02% No change 83 $46K
1620 Investment Advisors, Inc. 0.04% Add +100.0% 82 $46K
Riverview Trust Co 0.04% No change 80 $45K
Vermillion & White Wealth Management Group, LLC 0.03% No change 78 $44K
Camelot Portfolios, LLC 0.02% New 68 $38K
Evergreen Private Wealth LLC 0.02% No change 68 $38K
Washington Growth Strategies LLC 33.15% — 559 $37K
MJT & Associates Financial Advisory Group, Inc. 0.03% — 62 $35K
Investment Management Corp. /Va/ 0.03% Add +8.9% 61 $34K
Sherman Asset Management, Inc. 0.03% Reduce -96.7% 60 $34K
CGC Financial Services, LLC 0.01% No change 60 $34K
PayPay Securities Corp 1.89% Add +13.5% 59 $33K
Horrell Capital Management, Inc. 0.01% No change 190 $33K
Orion Capital Management LLC 0.01% No change 58 $32K
REAP Financial Group, LLC 0.01% No change 55 $31K
Game Plan Financial Advisors, LLC 0.02% No change 50 $28K
DB Fitzpatrick & Co, Inc 0.02% No change 39 $22K
Sawyer & Company, Inc 0.01% No change 38 $21K
Wiser Advisor Group LLC 0.03% No change 35 $20K
Fairscale Capital, LLC 0.02% Add +3.0% 34 $19K
CSS LLC 0.00% Reduce -56.8% 32 $18K
Advantage Trust Co 0.01% No change 31 $17K
Valued Wealth Advisors LLC 0.01% Reduce -6.1% 31 $17K
Cypress Capital Management LLC (WY) 0.02% No change 30 $17K
Uniplan Investment Counsel, Inc. 0.00% New 29 $16K
Runnymede Capital Advisors, Inc. 0.01% No change 26 $15K
Holos Integrated Wealth LLC 0.01% No change 24 $13K
First Pacific Financial 0.00% New 23 $13K
Capco Asset Management, LLC 0.00% No change 22 $12K
Gould Capital, LLC 0.01% No change 20 $11K
Horizon Financial Services, LLC 0.01% New 20 $11K
Capitol Family Office, Inc. 0.01% New 17 $10K
Catherine Avery Investment Management LLC 0.01% Add +112.5% 17 $10K
Nisa Investment Advisors, LLC 0.00% Reduce -100.0% 15 $8K
Covestor Ltd 0.01% Reduce -56.3% 14 $8K
Eukles Asset Management 0.00% No change 13 $7K
Morgan Dempsey Capital Management LLC 0.00% New 12 $7K
GS Investments, Inc. 0.00% No change 8 $4K
Horizons Wealth Management 0.00% No change 7 $4K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
Moser Wealth Advisors, LLC 0.00% New 3 $2K
Kessler Investment Group, LLC 0.00% No change 3 $2K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
ARK Investment Management 0.00% Reduce -87.5% 2 $953
Wells Financial Advisors INC 0.00% New 1 $559
Lord & Richards Wealth Management, LLC 0.00% New 1 $559

"% 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.