SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q2 2025 (June 30)
4,239holders +56
195new positions
142sold out
17famous investors
$580.29avg. 13F price*

At the end of Q2 2025, 4,239 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, up 56 from Q1 2025. 195 opened new positions and 142 sold out. The largest holders were JPMorgan Chase & Co. ($30.8B), Morgan Stanley ($22.8B) and Goldman Sachs Group Inc. ($22.8B). 17 famous investors held it, including Joel Greenblatt (16.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (9.3% of Tudor Investment Corporation's portfolio) and Ray Dalio (6.5% of Bridgewater Associates's portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
SPDR S&P 500 ETF TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions195$7.8B
Exits142$3.7B

All 13F filers, Q1 2025 → Q2 2025: 87,526,349 shares bought and 61,970,732 shares sold, net +25,555,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,239 holders

JPMorgan Chase & Co. 2.12% Reduce -13.9% 49,924,377 $30.8B
Morgan Stanley 1.49% Add +7.8% 36,950,731 $22.8B
Goldman Sachs Group Inc. 3.68% Add +5.9% 36,838,002 $22.8B
Bank of America Corp. 1.54% Reduce -3.1% 30,863,060 $19.1B
Wells Fargo & Company 2.73% Add +47.3% 20,041,967 $12.4B
Susquehanna International Group, LLP 14.05% Reduce -38.1% 14,864,113 $9.2B
Northern Trust Corp. 1.19% Reduce -1.1% 13,961,154 $8.6B
UBS Group AG 1.32% Reduce -19.8% 10,242,587 $6.3B
LPL Financial LLC 1.99% Add +6.4% 9,630,183 $6.0B
Royal Bank of Canada 1.14% Reduce -13.2% 9,488,562 $5.9B
HRT Financial LP 24.03% Add +63.1% 8,833,517 $5.5B
Barclays PLC 2.04% Reduce -19.4% 8,181,270 $5.1B
Bank of Montreal 2.43% Reduce -9.5% 7,742,650 $4.8B
D. E. Shaw & Co. 3.91% Add +3.3% 5,953,794 $3.7B
Northwestern Mutual Wealth Management Co. 2.61% Add +3.9% 5,786,231 $3.6B
Healthcare of Ontario Pension Plan Trust Fund 7.21% Add +102.0% 5,770,301 $3.6B
Farallon Capital Management, L.L.C. 15.52% New 5,500,000 $3.4B
TD Asset Management Inc 2.82% Reduce -15.8% 5,339,307 $3.3B
Raymond James Financial Inc. 0.99% Reduce -0.4% 4,659,722 $2.9B
US Bancorp \de 3.43% Reduce -0.8% 4,414,999 $2.7B
Gotham Asset Management 16.10% Add +32.1% 4,355,487 $2.7B
PNC Financial Services Group, Inc. 1.63% Reduce -1.4% 4,088,119 $2.5B
FMR LLC 0.14% Reduce -1.6% 3,954,750 $2.4B
Cresset Asset Management, LLC 10.40% Reduce -3.2% 3,349,012 $2.1B
Truist Financial Corp. 2.92% Reduce -0.6% 3,216,626 $2.0B
Mackenzie Financial Corp. 2.57% Add +0.3% 3,212,981 $2.0B
Capula Management Ltd 24.17% Add +46.5% 3,185,123 $2.0B
Ameriprise Financial Inc. 0.48% Add +0.1% 3,129,908 $1.9B
Lido Advisors, LLC 9.97% Reduce -52.9% 3,031,480 $1.9B
Creative Planning 1.55% Reduce -1.9% 2,931,720 $1.8B
Bank of New York Mellon Corp 0.33% Reduce -1.4% 2,794,901 $1.7B
Silicon Valley Community Foundation 97.02% Reduce -7.9% 2,777,873 $1.7B
Citigroup Inc. 1.19% Reduce -28.4% 2,753,228 $1.7B
Envestnet Asset Management Inc. 0.48% Add +4.4% 2,682,046 $1.7B
Rockefeller Capital Management L.P. 3.60% Add +0.8% 2,638,464 $1.6B
National Mutual Insurance Federation of Agricultural Cooperatives 13.09% No change 2,617,832 $1.6B
Bridgewater Associates 6.51% Reduce -21.9% 2,610,360 $1.6B
Alberta Investment Management Corp 13.00% Reduce -8.8% 2,478,946 $1.5B
Pathstone Holdings, LLC 5.52% Add +4.3% 2,358,698 $1.4B
Canada Pension Plan Investment Board 1.18% No change 2,237,000 $1.4B
Cerity Partners LLC 2.21% Reduce -1.9% 2,205,136 $1.2B
Tudor Investment Corporation 9.29% Add +1867.4% 1,987,813 $1.2B
HighTower Advisors, LLC 1.53% Add +3.9% 1,972,545 $1.2B
Commonwealth Equity Services, LLC 1.57% Reduce -1.6% 1,929,406 $1.2B
Man Group plc 2.59% New 1,900,024 $1.2B
BlackRock, Inc. 0.02% Add +5.3% 1,767,799 $1.1B
Banco Bilbao Vizcaya Argentaria, S.A. 9.80% Add +44.6% 1,753,831 $1.1B
Stifel Financial Corp. 1.00% Add +3.6% 1,658,321 $1.0B
Corient Private Wealth LP 1.36% Add +2.4% 1,379,324 $1.0B
Natixis 5.00% Add +45.0% 1,617,918 $999.6M
Schonfeld Strategic Advisors LLC 7.28% Reduce -35.1% 1,561,574 $964.8M
Wolverine Trading, LLC 21.98% Add +344.7% 1,407,826 $865.7M
Mariner, LLC 1.24% Add +3.9% 1,385,062 $855.6M
Bank of Nova Scotia 1.73% Add +6.7% 1,362,668 $841.9M
Allianz Asset Management GmbH 1.13% Add +259.6% 1,362,303 $841.7M
Bank Julius Baer & Co. Ltd, Zurich 2.47% Reduce -5.0% 1,344,722 $830.8M
Cetera Investment Advisers 1.39% Add +0.3% 1,328,616 $820.9M
Meitav Investment House Ltd. 11.00% Add +117.3% 1,320,819 $816.2M
Jefferies Financial Group Inc. 14.07% Add +60.7% 1,318,891 $814.9M
BNP Paribas Financial Markets 0.64% Add +20.4% 1,304,654 $806.1M
State Street Corp. 0.03% Add +37.0% 1,297,294 $803.8M
Analyst IMS Investment Management Services Ltd. 27.30% Reduce -1.8% 1,293,985 $799.5M
Millennium Management 0.73% Add +1912.8% 1,273,926 $787.1M
Osaic Holdings, Inc. 1.37% Add +11.5% 1,245,849 $770.3M
Norinchukin Bank, The 11.34% No change 1,233,000 $761.8M
State of Michigan Retirement System 3.89% Add +3.9% 1,215,240 $750.8M
Trust Asset Management LLC 55.51% Reduce -0.2% 1,211,945 $748.8M
Swan Global Investments, LLC 34.12% Add +6.2% 1,192,962 $737.1M
Nissay Asset Management Corp. /Japan 4.21% No change 1,164,154 $719.3M
Two Sigma Investments, LP 1.34% Reduce -22.6% 1,157,598 $715.2M
Cohen Klingenstein LLC 23.80% Reduce -2.1% 1,154,528 $713.3M
Sumitomo Mitsui Financial Group, Inc. 11.51% Reduce -34.5% 1,141,246 $705.1M
Focus Partners Wealth 1.50% Add +32.9% 1,118,972 $691.5M
Trustees of Columbia University in the City of New York 99.50% Add +0.3% 1,112,613 $687.4M
CHURCHILL MANAGEMENT Corp 7.16% Add +2.1% 1,067,120 $659.3M
Hirtle & Co., LLC 27.72% Reduce -0.4% 1,057,434 $653.3M
Macquarie Group Ltd. 0.78% Add +236.7% 1,030,408 $636.6M
Alliancebernstein L.P. 0.21% Add +7.7% 1,025,490 $633.6M
BBR Partners, LLC 38.88% Add +1.9% 1,010,922 $624.6M
Freedom Together Foundation 75.52% Reduce -20.0% 998,000 $616.6M
Common Fund for Nonprofit Organizations 63.48% Reduce -9.8% 994,712 $614.6M
Pure Financial Advisors, LLC 10.63% Add +3.7% 977,210 $603.8M
Jane Street Group, LLC 0.97% Reduce -45.0% 962,990 $595.0M
Valeo Financial Advisors, LLC 14.36% Add +4.9% 996,307 $583.9M
Texas Treasury Safekeeping Trust Co. 92.13% No change 940,588 $581.1M
Blair William & Co. 1.48% Add +0.6% 859,665 $531.1M
Franklin Resources Inc. 0.14% Add +6.6% 847,450 $523.6M
Glenmede Investment Management, LP 2.59% — 829,119 $512.3M
Pine Ridge Advisers LLC 32.64% Add +0.6% 828,165 $511.7M
Prudential Financial Inc. 0.63% Reduce -0.4% 789,399 $487.7M
MAI Capital Management 3.35% Add +3.3% 781,145 $482.6M
Jones Financial Companies LLLP 0.36% Add +13.1% 773,617 $476.7M
Captrust Financial Advisors 1.06% Reduce -28.4% 766,197 $473.4M
NorthCoast Asset Management LLC 1.99% Add +4.4% 751,664 $464.6M
Members Trust Co 15.86% Reduce -4.2% 744,848 $460.2M
Journey Strategic Wealth LLC 14.70% Add +0.0% 733,308 $453.1M
Clal Insurance Enterprises Holdings Ltd 4.41% Reduce -72.7% 723,681 $448.4M
SCS Capital Management LLC 4.97% Add +4.5% 723,637 $448.0M
Circle Wealth Management, LLC 9.85% Reduce -1.5% 717,427 $443.3M
Ieq Capital, LLC 2.71% Reduce -22.4% 717,015 $443.0M
Akuna Securities LLC 93.74% Add +8.2% 700,767 $433.0M
Apexium Financial, LP 22.65% Add +0.5% 690,976 $426.9M
MML Investors Services, LLC 1.23% Add +0.8% 689,431 $426.0M
Greenfield FTC, Inc. 89.57% Reduce -0.6% 682,552 $421.7M
Cambridge Investment Research Advisors, Inc. 1.28% Add +5.3% 680,392 $420.4M
Wealth Enhancement Advisory Services, LLC 0.69% Add +1.6% 670,291 $419.2M
Concentric Capital Strategies, LP 23.10% Reduce -4.8% 662,340 $409.2M
Citadel Advisors 0.35% Add +2563.7% 648,682 $400.8M
Janney Montgomery Scott LLC 1.05% Add +12.7% 647,265 $399.9M
Brown Advisory Inc. 0.52% Add +0.8% 637,893 $394.1M
Sun Life Financial Inc. 21.36% Reduce -1.0% 632,149 $390.6M
Baird Financial Group, Inc. 0.67% Add +0.8% 621,677 $384.1M
National Bank of Canada 0.41% Add +17.3% 615,999 $380.6M
Cibc World Market Inc. 0.84% Add +55.5% 614,682 $379.8M
Private Advisor Group, LLC 2.01% Add +4.4% 605,364 $374.0M
AMG National Trust Bank 9.77% Reduce -1.0% 601,208 $371.5M
Thrivent Financial for Lutherans 0.82% Add +22.1% 594,453 $367.3M
Passaic Partners LLC 43.90% Add +19.6% 587,438 $362.9M
CANADA LIFE ASSURANCE Co 0.57% Add +2.9% 579,537 $359.0M
M&T Bank Corp 1.19% Add +5.4% 558,566 $345.1M
Sanders Capital, LLC 0.46% Reduce -32.1% 557,789 $344.6M
Davis R M Inc. 6.37% Add +1.7% 555,825 $343.4M
Amundi 0.12% Reduce -1.6% 549,841 $341.1M
Daido Life Insurance Co. 50.32% No change 544,324 $336.3M
AlTi Global, Inc. 8.43% Add +17.7% 538,539 $336.1M
BIP Wealth, LLC 20.12% Reduce -1.3% 528,509 $326.5M
Deutsche Bank AG 0.12% Reduce -13.9% 522,642 $322.9M
JANA Partners Management, LP 15.92% Reduce -5.0% 513,053 $317.0M
Itau Unibanco Holding S.A. 12.03% Add +14.9% 512,201 $316.5M
NewEdge Advisors, LLC 1.63% Reduce -27.1% 595,116 $316.0M
HSBC Holdings PLC 0.20% Reduce -35.5% 511,492 $315.5M
Hackensack Meridian Health, Inc. 34.59% No change 505,500 $312.3M
Catalyst Capital Advisors LLC 6.30% Reduce -5.2% 505,055 $312.0M
Millburn Ridgefield LLC 7.50% Reduce -5.4% 504,158 $311.5M
Fifth Third Bancorp 1.04% Reduce -3.1% 487,535 $301.2M
Comerica Bank 1.16% Reduce -7.0% 484,324 $299.2M
Alaska Permanent Capital Management, LLC 22.33% Add +4.9% 466,120 $288.1M
Balyasny Asset Management L.P. 0.66% Reduce -59.5% 461,959 $285.4M
Kestra Advisory Services, LLC 1.37% Add +1.5% 453,503 $280.2M
Old Mission Capital LLC 7.46% Reduce -82.6% 453,317 $280.1M
EP Wealth Advisors, LLC 1.80% Add +9.1% 443,374 $273.9M
Synovus Financial Corp. 3.31% Add +38.3% 437,386 $270.3M
Wealthspire Advisors, LLC 1.51% Reduce -23.8% 433,684 $268.0M
Avantax Advisory Services, Inc. 1.47% Add +5.4% 433,504 $267.8M
RedJay Asset Management Inc. 62.39% Add +582.2% 430,496 $266.0M
Canada Post Corp Registered Pension Plan 15.61% New 430,106 $265.7M
Whittier Trust Co. 3.17% Add +0.4% 424,806 $262.5M
Mirae Asset Securities (usa) Inc. 11.50% Add +65.9% 421,632 $260.5M
Foster Dykema Cabot & Partners, LLC 18.22% Reduce -0.4% 418,128 $259.1M
Mutual Advisors, LLC 6.45% Reduce -4.2% 405,367 $258.3M
CTC LLC 16.47% New 417,950 $258.2M
HB Wealth Management, LLC 2.00% Reduce -5.6% 404,054 $249.6M
Garda Capital Partners LP 70.71% New 403,701 $249.4M
AQR Capital Management 0.20% Add +22.1% 399,000 $246.5M
Connable Office Inc. 24.05% Add +0.2% 393,352 $243.0M
Howard Hughes Medical Institute 95.52% Add +7.5% 387,885 $239.7M
Shulman DeMeo Asset Management LLC 58.44% Reduce -1.2% 382,020 $236.0M
Mizuho Securities USA LLC 5.03% — 381,082 $235.6M
Trustees of Dartmouth College 64.62% Reduce -10.9% 373,200 $230.6M
Easterly Investment Partners LLC 16.51% Add +39.2% 372,594 $230.2M
Sand Hill Global Advisors, LLC 8.36% Reduce -0.5% 364,378 $225.1M
TD Waterhouse Canada Inc. 1.57% Add +2.6% 354,407 $218.8M
Brookstone Capital Management 2.87% Reduce -0.2% 353,733 $218.6M
Jacobi Capital Management LLC 14.48% Add +6.1% 353,134 $218.2M
GTS Securities LLC 9.63% Reduce -15.3% 349,343 $215.8M
BOCHK Asset Management Ltd 62.39% New 348,500 $215.3M
TD Private Client Wealth LLC 5.23% Reduce -1.2% 344,699 $213.0M
Berkshire Money Management, Inc. 22.38% Reduce -11.2% 344,209 $212.7M
Mercuria Capital Strategies, LLC 56.38% New 341,000 $210.7M
Dow Chemical Co. 88.60% Reduce -71.1% 340,662 $210.5M
Stratos Wealth Partners, LTD. 2.87% Add +1.1% 340,556 $210.4M
Verition Fund Management LLC 1.23% Add +49.5% 331,508 $204.8M
PPSC Investment Service Corp 19.02% Add +1.3% 330,065 $203.9M
III Capital Management 40.83% New 329,200 $203.4M
Juniper Hill Capital Management LP 49.50% Reduce -4.9% 328,703 $203.1M
Granger Management LLC 75.66% Reduce -14.9% 327,340 $202.8M
Spider Management Company, LLC 76.42% Add +35.9% 327,121 $202.1M
Sanctuary Advisors, LLC 1.25% Add +2.8% 326,985 $202.0M
Pinnacle Financial Partners Inc 4.18% Reduce -3.4% 321,285 $198.5M
NorthRock Partners, LLC 5.16% Reduce -1.6% 320,128 $197.8M
Wellington Management Group LLP 0.04% Add +4.8% 315,984 $195.2M
Miller Investment Management, LP 20.45% Reduce -0.5% 315,237 $194.8M
Teramo Advisors, LLC 70.94% Reduce -23.2% 315,000 $194.6M
Old National Bancorp 3.45% Add +87.9% 313,855 $193.9M
Mirae Asset Global Investments Co., Ltd. 0.67% Reduce -13.2% 312,756 $193.2M
Peavine Capital, LLC 44.78% Add +17.0% 309,350 $191.1M
CVS HEALTH Corp 99.78% No change 307,891 $190.2M
Keybank National Association 0.70% Reduce -3.2% 304,407 $188.1M
Cwm, LLC 0.66% Reduce -8.3% 302,252 $186.7M
Fifth Third Wealth Advisors LLC 7.76% Add +1.0% 299,508 $185.1M
Alaska Wealth Advisors, LLC 26.36% Add +9.0% 297,846 $184.0M
University of Illinois Foundation 73.26% Reduce -20.2% 296,381 $183.6M
ING Groep NV 1.11% No change 296,138 $183.0M
Envestnet Portfolio Solutions, Inc. 0.66% Add +20.0% 292,259 $180.6M
Steward Partners Investment Advisory, LLC 1.41% Add +21.2% 292,193 $180.5M
Foundations Investment Advisors, LLC 2.85% Add +11.2% 291,477 $180.1M
Pacific Capital Wealth Advisors, Inc. 33.03% Add +2.7% 290,035 $180.0M
CV Advisors LLC 55.09% Add +2.9% 290,255 $179.3M
Ensign Peak Advisors, Inc 0.31% New 289,799 $179.1M
Tiaa Trust, National Association 0.46% Reduce -5.1% 288,051 $178.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12.46% Add +12.2% 277,823 $172.2M
Sageworth Trust Co 9.48% Reduce -0.1% 277,196 $171.3M
FineMark National Bank & Trust 5.79% Reduce -0.9% 275,414 $170.2M
Quantinno Capital Management LP 0.73% Add +24.5% 272,641 $168.5M
Hollencrest Capital Management 7.17% Reduce -1.1% 271,141 $167.5M
DT Investment Partners, LLC 15.00% Reduce -12.7% 270,372 $167.0M
State of Wyoming 20.40% Reduce -5.4% 270,275 $167.0M
Howard Capital Management, LLC 2.49% Reduce -16.9% 269,209 $166.3M
Equitable Holdings, Inc. 1.36% Add +8.1% 267,288 $165.1M
JMG Financial Group, Ltd. 4.99% Add +5.0% 266,609 $164.7M
Simon Quick Advisors, LLC 8.33% Reduce -0.2% 266,459 $164.6M
Taiyo Life Insurance Co. 15.14% Reduce -14.2% 261,000 $161.3M
Diversify Advisory Services, LLC 6.17% Add +21.7% 250,753 $161.2M
Banco Santander, S.A. 1.53% Add +1.1% 260,696 $161.1M
Evolution Wealth Advisors, LLC 23.32% Add +2.2% 257,846 $159.3M
Citizens Financial Group Inc. 2.53% Reduce -0.6% 255,062 $157.6M
Brown Brothers Harriman & Co. 1.00% Add +3.9% 251,435 $155.3M
Commerce Bank 0.92% Reduce -1.1% 250,972 $155.1M
Scotia Capital Inc. 0.72% Add +21.1% 248,208 $153.3M
Bessemer Group Inc. 0.25% Reduce -2.1% 247,141 $152.7M
Conservest Capital Advisors, Inc. 14.97% Reduce -1.3% 245,382 $151.6M
CIBC Asset Management Inc 0.47% Add +10.3% 243,696 $150.6M
Main Management LLC 11.80% Add +0.1% 242,969 $150.1M
Tower Research Capital LLC (TRC) 4.05% Add +1116.1% 242,860 $150.1M
Vontobel Holding Ltd. 0.49% Add +0.9% 239,503 $148.0M
Blue Bell Private Wealth Management, LLC 24.71% Add +4.6% 239,367 $147.9M
Whittier Trust Co. of Nevada Inc. 3.35% Reduce -0.4% 239,113 $147.7M
Pentwater Capital Management LP 1.82% Reduce -61.7% 230,000 $142.1M
CIBC Private Wealth Group LLC 0.25% Reduce -4.2% 229,971 $142.1M
Gould Asset Management LLC 27.67% Reduce -6.1% 228,602 $141.2M
Ballentine Partners, LLC 2.13% Add +1.4% 228,310 $141.1M
Wealthfront Advisers LLC 0.36% Add +13.6% 226,745 $140.1M
Benjamin Joseph Floyd Dba Floyd Capital Management 100.00% — 226,224 $139.8M
Beacon Capital Management, LLC 18.62% Reduce -15.8% 223,315 $138.0M
Alesco Advisors, LLC, An ESL Co 3.92% Reduce -0.5% 220,511 $136.2M
Silicon Valley Capital Partners 14.11% Reduce -1.3% 218,873 $135.2M
Mufg Bank, LTD. 4.69% No change 218,000 $134.7M
Hills Bank & Trust Co 8.48% Reduce -0.2% 217,773 $134.6M
Greenwich Wealth Management LLC 6.53% Add +0.2% 217,701 $134.5M
Petrus Trust Company, LTA 13.93% Add +7.8% 217,340 $134.3M
Neuberger Berman Group LLC 0.10% Reduce -2.9% 216,834 $134.0M
Integrated Wealth Concepts LLC 1.34% Add +6.5% 216,695 $133.9M
Walleye Trading LLC 3.26% Reduce -47.5% 215,014 $132.8M
First Horizon Advisors, Inc. 3.44% Add +2.1% 213,991 $132.2M
MBL Wealth, LLC 12.59% Add +4.8% 212,931 $131.6M
BTG Pactual Asset Management US LLC 17.64% Add +3.7% 211,732 $130.8M
Jordan Park Group LLC 8.48% Reduce -0.8% 211,566 $130.7M
Saudi Central Bank 5.31% New 210,000 $130.1M
Tredje AP-fonden 1.03% No change 208,342 $128.7M
Welch Capital Partners LLC 28.64% Reduce -2.7% 208,177 $128.6M
Bailard, Inc. 2.98% Add +1.8% 206,654 $127.7M
WASHINGTON TRUST Co 4.49% Reduce -0.1% 205,604 $127.0M
Benin Management CORP 33.04% Add +1.7% 204,875 $126.6M
Bank of Hawaii 6.64% Reduce -0.3% 203,771 $125.9M
Concurrent Investment Advisors, LLC 2.44% Add +28.9% 203,550 $125.8M
Peapack Gladstone Financial Corp. 1.76% Reduce -0.2% 201,402 $124.4M
Little Harbor Advisors, LLC 73.56% Reduce -3.0% 200,669 $124.0M
Calamos Advisors LLC 0.77% Reduce -71.7% 200,126 $123.6M
Mizuho Bank, Ltd. 12.14% New 200,000 $123.6M
Pinnacle Associates Ltd. 1.78% Reduce -2.0% 199,425 $123.2M
Eastern Bank 2.34% Reduce -5.6% 199,231 $123.1M
Metropolitan Life Insurance Co 36.59% Reduce -0.3% 198,151 $122.4M
Stephens Inc. 1.67% Add +1.9% 195,738 $121.2M
Cullen/Frost Bankers, Inc. 1.51% Add +1.0% 195,543 $120.8M
Fort Point Capital Partners LLC 11.98% Add +31.6% 192,914 $119.5M
Allworth Financial LP 0.57% Add +13.1% 191,665 $118.4M
NewEdge Wealth, LLC 1.83% Reduce -1.0% 185,255 $117.1M
Diversified Trust Co. 2.59% Reduce -1.3% 188,944 $116.7M
Csenge Advisory Group 6.14% Add +0.8% 197,959 $116.7M
Cruiser Capital Advisors, LLC 51.48% New 2,000 $116.0M
Ritholtz Wealth Management 2.55% Add +390.3% 186,553 $115.3M
Prime Capital Investment Advisors, LLC 1.52% Reduce -19.2% 185,751 $114.8M
GenTrust, LLC 5.41% Reduce -3.9% 185,171 $114.7M
1ST Source Bank 6.27% Add +0.6% 183,996 $113.7M
Manchester Capital Management LLC 14.55% Reduce -5.8% 179,026 $110.6M
Pacific Wealth Management 53.81% Reduce -4.6% 176,407 $109.0M
Montag A & Associates Inc. 5.29% Reduce -3.0% 174,824 $108.3M
Park Avenue Securities LLC 0.99% Add +12.6% 174,955 $108.1M
Advisory Services Network, LLC 1.73% Add +20.5% 170,140 $107.5M
Wealthcare Advisory Partners LLC 2.45% Add +0.8% 173,976 $107.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.57% Reduce -67.4% 173,636 $107.3M
Dimension Capital Management LLC 16.75% Add +1.7% 172,959 $106.9M
TLWM 20.27% Reduce -0.6% 172,659 $106.7M
Stadion Money Management, LLC 8.73% New 172,133 $106.4M
Trans-Canada Capital Inc. 7.20% Add +0.0% 170,599 $105.7M
Bradley Foster & Sargent Inc. 1.65% Reduce -0.6% 171,072 $105.7M
Bleakley Financial Group, LLC 2.68% Add +16.1% 170,950 $105.6M
CSM Advisors, LLC 3.08% Reduce -34.1% 170,629 $105.4M
Unisphere Establishment 0.85% Add +88.9% 170,000 $105.0M
Limestone Investment Advisors LP 46.83% — 168,644 $104.2M
National Philanthropic Trust 1.39% Reduce -12.3% 167,485 $103.5M
Valiant Capital Management, L.P. 7.94% Reduce -5.6% 166,722 $103.0M
Northeast Financial Consultants Inc 4.16% Reduce -1.4% 164,807 $101.8M
Beacon Pointe Advisors, LLC 1.06% Reduce -7.8% 164,744 $101.8M
MetLife Investment Management, LLC 0.60% Reduce -74.5% 164,600 $101.7M
Moment Partners, LLC 18.89% Add +8.2% 162,905 $100.7M
Savant Capital, LLC 0.72% Add +1.6% 162,576 $100.4M
Southern Farm Bureau Life Insurance 12.80% Reduce -5.7% 161,923 $100.1M
AIA Group Ltd 2.17% Reduce -12.3% 161,540 $99.8M
Marest Capital, LLC 77.28% Add +0.8% 160,763 $99.3M
Gainplan LLC 45.00% Add +35.3% 160,407 $99.1M
Moneta Group Investment Advisors LLC 1.18% Add +5.3% 159,852 $98.8M
Strategic Point Investment Advisors, LLC 15.12% Reduce -1.2% 158,695 $98.0M
Curi Capital, LLC 1.86% Add +67.0% 158,035 $97.8M
Glenview Trust Co 1.69% Reduce -0.3% 158,132 $97.7M
Conning Inc. 3.50% No change 156,633 $96.8M
M Holdings Securities, Inc. 16.51% Add +7.9% 155,925 $96.3M
Worldquant Millennium Advisors LLC 0.48% New 155,591 $96.1M
VestGen Advisors, LLC 3.79% Add +5.1% 153,893 $95.1M
Ramsey Quantitative Systems 93.77% Reduce -3.7% 152,834 $94.4M
Sequoia Financial Advisors, LLC 0.64% Reduce -0.9% 151,998 $93.9M
Howard Capital Management Group, LLC 6.46% Reduce -0.4% 150,553 $93.0M
Webster Bank, N. A. 9.58% Reduce -3.7% 150,041 $92.7M
Allen Investment Management, LLC 1.01% Reduce -2.1% 149,837 $92.6M
Waverly Advisors, LLC 1.01% Reduce -2.4% 149,627 $92.4M
FIL Ltd 0.08% Reduce -41.8% 149,077 $92.1M
Atticus Wealth Management, LLC 24.78% Add +6.2% 148,517 $91.8M
Brandywine Trust Co. 13.87% Add +0.5% 146,961 $90.8M
RBF Capital, LLC 4.47% New 146,300 $90.4M
Serenus Wealth Advisors, LLC 15.30% Reduce -0.8% 145,795 $90.1M
MCF Advisors LLC 5.95% Reduce -2.0% 145,382 $90.0M
Activest Wealth Management 21.46% Add +0.1% 144,012 $89.0M
Freestone Capital Holdings, LLC 3.02% Reduce -4.6% 143,831 $88.9M
Summit Financial, LLC 2.00% Add +14.0% 142,948 $88.6M
Sentinel Pension Advisors, LLC 14.91% Add +0.0% 143,351 $88.6M
Select Asset Management & Trust 30.30% Add +21.7% 143,172 $88.5M
New York Life Insurance Co. 25.07% No change 142,522 $88.1M
Jabodon PT Co. 100.00% Add +0.3% 141,969 $87.7M
Naman Capital Ltda 28.45% Add +107.8% 141,721 $87.6M
Urban Financial Advisory Corp 43.97% Reduce -0.2% 141,595 $87.5M
Banque Pictet & Cie SA 0.91% Add +6.2% 141,313 $87.3M
Aristotle Capital Management, LLC 0.17% Add +24.3% 140,644 $86.9M
Tucker Asset Management LLC 27.78% Add +11.1% 140,610 $86.9M
Total Investment Management Inc. 12.51% Reduce -0.4% 140,070 $86.5M
V2 Financial group LLC 51.99% Add +6.9% 139,556 $86.2M
Rwa Wealth Partners, LLC 1.07% Reduce -0.3% 138,769 $85.7M
Modern Wealth Management, LLC 2.10% Reduce -14.3% 159,946 $85.1M
Financiere des Professionnels - Fonds d'investissement inc. 5.16% Reduce -33.2% 137,798 $85.1M
St. Louis Trust Co 11.33% Reduce -0.1% 137,606 $85.0M
Mesirow Financial Investment Management, Inc. 1.65% Reduce -3.3% 137,144 $84.7M
AE Wealth Management LLC 0.61% Add +81.0% 135,908 $84.0M
Geneos Wealth Management Inc. 2.04% Add +3.7% 135,236 $83.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 12.80% Reduce -0.1% 134,556 $83.1M
Clearstead Advisors, LLC 1.16% Add +6.4% 134,010 $82.8M
Cornerstone Wealth Group, LLC 6.12% Reduce -2.1% 131,950 $81.5M
Bokf, NA 1.32% Add +0.3% 131,894 $81.5M
Turim 21 Investimentos Ltda. 15.93% Reduce -17.9% 131,785 $81.4M
Hudson Bay Capital Management LP 0.60% Reduce -38.5% 131,499 $81.2M
Johnson Investment Counsel Inc. 0.73% Add +0.5% 130,724 $80.8M
Pine Valley Investments Ltd Liability Co 4.70% Reduce -3.3% 129,193 $80.0M
Busey Bank 2.44% Reduce -1.1% 129,405 $80.0M
Mariner Investment Group LLC 29.20% Reduce -25.7% 129,366 $79.9M
J.W. Cole Advisors, Inc. 1.68% Add +23.4% 127,750 $78.9M
Independence Bank of Kentucky 11.18% Reduce -2.7% 127,697 $78.9M
Lowe Wealth Advisors, LLC 30.71% Add +0.3% 127,304 $78.7M
Berkeley Capital Partners, LLC 19.90% Add +1.1% 126,898 $78.4M
Portland Global Advisors LLC 9.23% Reduce -0.8% 126,859 $78.4M
Choreo, LLC 1.09% Add +0.8% 357,716 $78.2M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -28.4% 126,059 $77.9M
Oppenheimer & Co. Inc. 1.03% Reduce -0.3% 125,559 $77.6M
First Western Trust Bank 3.49% Add +2.8% 125,516 $77.6M
Consolidated Investment Group LLC 10.36% Add +2.5% 125,215 $77.4M
Empyrean Capital Partners, LP 4.01% New 124,848 $77.1M
Evoke Wealth, LLC 1.80% Add +2.8% 123,758 $76.7M
TCW Group Inc. 0.60% Add +0.2% 124,010 $76.6M
Midwest Trust Co 1.05% — 122,946 $76.0M
Atlantic Union Bankshares Corp 1.73% Add +360.6% 122,315 $75.6M
Integrated Advisors Network LLC 3.41% Reduce -25.4% 122,055 $75.4M
Stratos Wealth Advisors, LLC 3.98% Add +6.7% 121,996 $75.4M
Mill Creek Capital Advisors, LLC 1.66% Add +1.1% 121,115 $74.8M
Keystone Financial Group 6.73% Reduce -4.3% 120,144 $74.3M
MSA Advisors, LLC 18.62% Reduce -10.7% 120,178 $74.3M
Fiera Capital Corp 0.25% Add +2.2% 119,475 $73.8M
Capital Advisors, Ltd. LLC 9.10% Reduce -3.0% 119,319 $73.7M
Klingman & Associates, LLC 4.03% Reduce -1.4% 118,212 $73.0M
Atria Investments, Inc 0.86% Add +2.9% 117,753 $72.8M
Venture Visionary Partners LLC 2.73% Reduce -0.2% 117,323 $72.5M
Harel Insurance Investments & Financial Services Ltd. 0.82% Add +73.8% 116,365 $72.0M
New England Asset Management Inc. 11.68% Reduce -8.6% 116,424 $71.9M
Orion Porfolio Solutions, LLC 0.61% Reduce -9.8% 116,307 $71.9M
Haverford Trust Co 0.68% Add +11.9% 116,085 $71.7M
IFG Advisors, LLC 12.01% Add +2.3% 115,747 $71.5M
Evercore Wealth Management, LLC 1.11% Add +0.1% 115,526 $71.4M
Lepercq De Neuflize Asset Management LLC 62.18% No change 115,245 $71.2M
Joel Isaacson & Co., LLC 2.87% Reduce -2.3% 114,155 $70.5M
Edmond DE Rothschild Holding S.A. 1.12% Add +13.8% 113,735 $70.3M
CenterStar Asset Management, LLC 86.18% Add +386.7% 113,212 $70.0M
NTV Asset Management LLC 8.37% Add +1.3% 113,309 $70.0M
Prospera Financial Services Inc 1.30% Add +8.6% 112,894 $69.8M
Headland Capital, LLC 20.93% Add +6.2% 112,108 $69.3M
Guggenheim Capital LLC 0.56% Reduce -47.8% 111,553 $68.9M
Eos Management, L.P. 29.84% No change 110,736 $68.4M
Kestra Private Wealth Services, LLC 0.98% Add +8.3% 110,165 $68.1M
U.S. Capital Wealth Advisors, LLC 1.99% Add +2.6% 109,930 $67.9M
Kentucky Farm Bureau Mutual Insurance Co 14.39% No change 109,000 $67.3M
Lavaca Capital LLC 27.49% Add +0.3% 108,877 $67.3M
USA Financial Formulas 11.45% Reduce -51.1% 108,596 $67.1M
Performa Ltd (US), LLC 20.18% Add +0.3% 108,348 $66.9M
Dynasty Wealth Management, LLC 1.14% Reduce -16.6% 108,171 $66.8M
Keel Point, LLC 4.41% Reduce -16.8% 107,912 $66.7M
Bawa N Mallick Trust 27.41% No change 107,400 $66.4M
Azarias Capital Management, L.P. 29.90% No change 106,461 $65.8M
Moore Capital Management, LP 1.41% Reduce -48.4% 106,329 $65.7M
West Financial Advisors, LLC 11.40% Reduce -1.6% 106,085 $65.5M
Meritage Group LP 1.79% New 106,022 $65.5M
Belvedere Trading LLC 5.13% Reduce -81.9% 105,417 $65.1M
Regions Financial Corp. 0.45% Add +6.1% 105,309 $65.1M
Westshore Wealth, LLC 24.97% Reduce -1.6% 105,072 $64.9M
Greenleaf Trust 0.57% Reduce -1.8% 104,448 $64.5M
D.A. Davidson & Co. 0.45% Add +8.5% 104,232 $64.4M
Chevy Chase Trust Holdings, LLC 0.19% Reduce -6.7% 104,050 $64.3M
Senator Investment Group LP 2.48% New 104,000 $64.3M
OMERS ADMINISTRATION Corp 0.50% No change 103,835 $64.2M
Socha Financial Group, LLC 28.38% New 103,166 $63.7M
Independent Financial Group, LLC 1.75% Add +11.0% 102,972 $63.6M
Shepherd Financial Partners LLC 6.69% Add +0.5% 102,420 $63.3M
Graypoint LLC 3.54% Reduce -0.3% 101,761 $62.9M
Natixis Advisors, LLC 0.10% Add +6.2% 101,636 $62.8M
Eisler Capital Management Ltd. 2.15% Add +76621.2% 101,272 $62.6M
Wilmington Savings Fund Society, FSB 1.11% Reduce -7.0% 101,217 $62.5M
LGL Partners, LLC 27.76% Add +0.2% 98,901 $62.5M
Novare Capital Management LLC 5.05% Reduce -1.4% 100,573 $62.1M
Soundwatch Capital LLC 10.56% Add +21258.2% 12,106,905 $62.0M
Simplex Trading, LLC 1.67% New 100,129 $61.9M
Proffitt & Goodson Inc. 9.30% Add +0.1% 98,764 $61.0M
Sapient Capital LLC 1.09% Add +1.6% 98,213 $60.9M
Cynosure Group, LLC 6.86% Add +0.0% 98,036 $60.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.37% Add +7.1% 97,956 $60.5M
Allianz SE 1.43% No change 97,949 $60.5M
Avanda Investment Management Pte. Ltd. 34.19% Reduce -60.3% 97,736 $60.4M
Vanguard Group Inc. 0.00% Reduce -0.1% 97,586 $60.3M
SteelPeak Wealth, LLC 2.35% Add +1.1% 97,132 $60.2M
Solitude Financial Services 21.80% Add +0.6% 97,401 $60.2M
Fidelis Capital Partners, LLC 5.48% Add +0.6% 95,031 $60.1M
Board of Trustees of The Leland Stanford Junior University 6.45% Reduce -89.8% 96,493 $59.6M
Crewe Advisors LLC 8.40% Add +0.8% 96,140 $59.4M
Beacon Capital Management, Inc. 3.06% Add +298.3% 96,081 $59.4M
Atria Wealth Solutions, Inc. 1.33% Reduce -55.3% 94,897 $58.8M
Capital Advisors Inc. 1.05% Add +145.4% 95,022 $58.7M
Stock Yards Bank & Trust Co. 1.96% Reduce -1.8% 94,884 $58.6M
Freedom Investment Management, Inc. 4.67% Reduce -3.1% 94,620 $58.5M
Modera Wealth Management, LLC 0.72% Add +1.5% 94,502 $58.4M
Embree Financial Group 8.79% Reduce -1.5% 94,429 $58.3M
Summit Trail Advisors, LLC 1.00% Add +9.2% 94,037 $58.3M
Global Retirement Partners, LLC 1.43% — 93,241 $57.6M
SFG Wealth Management, LLC. 34.68% Add +1.5% 92,889 $57.4M
Becker Capital Management Inc. 1.79% Reduce -0.7% 92,609 $57.4M
Federation des caisses Desjardins du Quebec 0.25% Reduce -12.2% 92,490 $57.1M
Greenhouse Wealth Management, LLC 36.78% Add +5.3% 92,452 $57.1M
Robertson Stephens Wealth Management, LLC 1.98% Add +5.5% 92,033 $57.0M
Phoenix Financial Ltd. 0.75% Add +346.9% 92,016 $56.9M
Legacy Wealth Management, LLC / MS 17.28% Reduce -5.0% 91,957 $56.8M
Meridian Wealth Management, LLC 2.43% Reduce -3.2% 91,913 $56.8M
J.Safra Asset Management Corp 3.95% Add +0.6% 91,723 $56.7M
Calydon Capital 5.55% Add +100.0% 93,444 $56.6M
Perigon Wealth Management, LLC 1.32% Reduce -9.8% 91,325 $56.4M
First Financial Bank - Trust Division 4.95% Add +0.7% 91,122 $56.3M
CW Advisors, LLC 0.54% Add +22.1% 90,549 $55.9M
All Terrain Financial Advisors, LLC 20.16% Add +0.1% 89,949 $55.6M
Sigma Planning Corp 1.67% Reduce -5.1% 89,704 $55.4M
Toronto Dominion Bank 0.12% Reduce -54.9% 89,633 $55.4M
Granby Capital Management, LLC 30.87% No change 89,500 $55.3M
Barings LLC 1.32% Reduce -19.9% 89,367 $55.2M
Global Endowment Management, LP 7.35% Add +19.0% 89,363 $55.2M
Allie Family Office LLC 27.35% Add +8.5% 89,188 $55.2M
Choate Investment Advisors 1.19% Reduce -0.2% 88,550 $54.7M
Potentia Wealth 31.11% Add +1.6% 88,366 $54.6M
Cumberland Advisors Inc. 22.96% Add +1.8% 88,318 $54.6M
Stone House Investment Management, LLC 9.92% Reduce -5.6% 87,363 $54.0M
Belpointe Asset Management LLC 2.22% Reduce -13.8% 86,408 $53.4M
Waldron Private Wealth LLC 2.33% Reduce -1.9% 86,405 $53.4M
IFP Advisors, Inc 1.52% Add +42.8% 86,255 $53.3M
Chicago Partners Investment Group LLC 1.51% Reduce -0.4% 82,514 $52.3M
Heck Capital Advisors, LLC 4.50% New 84,630 $52.3M
First National Trust Co 1.94% Reduce -2.4% 84,083 $52.0M
4Thought Financial Group Inc. 27.57% Reduce -4.8% 83,998 $51.9M
Aptus Capital Advisors, LLC 0.51% Add +1.8% 83,970 $51.9M
Nicholas Hoffman & Company, LLC. 1.34% Reduce -0.0% 83,809 $51.8M
IHT Wealth Management, LLC 1.42% Reduce -2.6% 83,643 $51.7M
Arkos Global Advisors 7.15% Reduce -9.6% 83,419 $51.5M
Vestmark Advisory Solutions, Inc. 0.74% Add +6620.7% 83,135 $51.4M
Matauro, LLC 9.55% Add +1.4% 82,357 $50.9M
Aua Capital Management, LLC 30.37% Add +1.8% 82,299 $50.8M
Gladstone Institutional Advisory LLC 2.09% Reduce -1.3% 81,965 $50.6M
Arvest Bank Trust Division 2.94% Reduce -0.2% 81,550 $50.4M
Proficio Capital Partners LLC 3.12% Add +22587.0% 12,786,846 $50.2M
Fiduciary Alliance LLC 3.73% Add +7.3% 80,883 $50.0M
Insigneo Advisory Services, LLC 4.30% Add +9.1% 80,851 $50.0M
Dakota Wealth Management 1.05% Add +6.9% 80,705 $49.9M
Allstate Corp. 3.59% Reduce -79.0% 80,594 $49.8M
Advisor Resource Council 24.44% Reduce -52.3% 80,590 $49.8M
Simmons Bank 3.54% Reduce -3.8% 80,480 $49.7M
Farther Finance Advisors, LLC 0.99% Reduce -5.3% 80,151 $49.5M
United Capital Financial Advisors, LLC 0.40% Reduce -3.5% 80,134 $49.5M
Flagship Harbor Advisors, LLC 2.34% Add +0.2% 80,055 $49.5M
Merit Financial Group, LLC 0.55% Add +4.0% 80,037 $49.5M
Anchor Capital Management Group Inc 22.98% No change 80,000 $49.4M
Pinkerton Wealth, LLC 5.87% Reduce -64.1% 79,635 $49.2M
Marathon Trading Investment Management LLC 30.15% Add +478.0% 79,631 $49.2M
Sowell Financial Services LLC 2.00% Add +3.8% 79,400 $49.1M
Dean, Jacobson Financial Services, LLC 37.87% Reduce -18.8% 79,271 $49.0M
IFG Advisory, LLC 2.45% Add +2.9% 79,045 $48.8M
Connors Investor Services Inc. 4.31% Reduce -3.4% 78,691 $48.6M
Golden State Wealth Management, LLC 5.90% Add +260.5% 78,469 $48.5M
CreativeOne Wealth, LLC 1.27% Reduce -6.5% 78,334 $48.4M
Attessa Capital LLC 30.98% Add +24.7% 78,307 $48.4M
Public Sector Pension Investment Board 0.21% Reduce -44.5% 78,198 $48.3M
Diversify Wealth Management, LLC 2.98% Add +1.6% 75,056 $48.2M
Capstone Investment Advisors, LLC 0.50% Reduce -81.3% 77,866 $48.1M
Galilei Investment Office LLP 24.40% No change 77,655 $48.0M
Oppenheimer Asset Management Inc. 0.55% Add +3.0% 77,386 $47.8M
Rathbones Group PLC 0.20% Add +0.9% 76,858 $47.5M
Generali Investments CEE, investicni spolecnost, a.s. 3.90% No change 76,800 $47.5M
Flputnam Investment Management Co. 0.81% Add +2.7% 76,605 $47.3M
Lazard Freres Gestion S.A.S. 1.16% Reduce -2.5% 76,495 $47.3M
Kaleidoscope Capital LP 18.62% Add +0.3% 75,906 $46.9M
Silvercrest Asset Management Group LLC 0.32% Add +113.6% 75,888 $46.9M
Maven Securities LTD 12.12% Add +38.3% 75,747 $46.8M
Aristides Capital LLC 14.87% Add +102.3% 75,546 $46.7M
&partners 0.36% Add +32.9% 75,351 $46.5M
Woodard & Co. Asset Management Group Inc. 8.54% Reduce -16.6% 75,285 $46.5M
Signaturefd, LLC 0.79% Add +0.1% 75,265 $46.5M
Systematic Alpha Investments, LLC 1.65% No change 75,170 $46.4M
Fifth Third Securities, Inc. 3.48% Add +5.2% 75,073 $46.4M
Black Swift Group, LLC 9.36% Add +47.8% 75,000 $46.3M
Capasso Planning Partners LLC 26.14% Reduce -21.0% 74,791 $46.2M
Argent Trust Co 1.74% Add +1.9% 74,773 $46.2M
Frank, Rimerman Advisors LLC 3.08% Reduce -1.2% 74,178 $45.8M
Carnegie Investment Counsel 0.92% Reduce -0.8% 73,852 $45.6M
Navigation Wealth Management, Inc. 67.18% Add +2711.8% 73,839 $45.6M
Beacon Bank & Trust 10.37% Reduce -6.2% 73,554 $45.4M
King Wealth Management Group 6.15% Add +32.1% 73,288 $45.3M
Kingswood Wealth Advisors, LLC 3.57% Add +30.9% 73,142 $45.2M
Unique Wealth, LLC 7.27% Add +25.5% 72,846 $45.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9.86% Add +19.0% 72,470 $44.9M
Kozak & Associates, Inc. 9.11% Reduce -1.0% 71,606 $44.7M
Element Pointe Advisors, LLC 10.79% Reduce -0.1% 72,205 $44.6M
Retirement Income Solutions, Inc. 8.15% Reduce -0.7% 71,881 $44.4M
Seven Post Investment Office LP 16.73% Add +2.0% 71,865 $44.4M
Atlantic Private Wealth, LLC 29.57% Reduce -2.1% 71,325 $44.1M
Allspring Global Investments Holdings, LLC 0.07% Add +34.0% 70,916 $43.8M
Lutz Financial Services LLC 3.39% Reduce -3.8% 70,703 $43.7M
Woodline Partners LP 0.23% Add +449.3% 70,255 $43.4M
Klingenstein Fields & Co. LP 1.72% Reduce -4.7% 70,151 $43.3M
Gladius Capital Management LP 67.82% New 70,044 $43.3M
Susquehanna Advisors Group, Inc. 2.85% New 69,873 $43.2M
Schusterman Interests, LLC 65.47% No change 69,517 $43.0M
Financial Advocates Investment Management 3.49% Reduce -7.8% 69,158 $42.7M
Texas Permanent School Fund Corp. 1.43% Add +8187.6% 68,787 $42.5M
Anfield Capital Management, LLC 14.00% Reduce -0.8% 68,463 $42.3M
ZEGA Investments, LLC 10.50% Add +22.1% 67,716 $41.8M
Canandaigua National Bank & Trust Co. 3.88% Reduce -1.5% 67,503 $41.7M
Hengehold Capital Management LLC 3.80% Add +5.5% 67,447 $41.7M
Harbour Investments, Inc. 1.05% Add +7.3% 67,201 $41.5M
Wallace Hart LLC 32.74% Add +9651.1% 66,600 $41.1M
Bluespring Wealth Management, LLC 3.90% Reduce -0.2% 66,251 $41.0M
Yousif Capital Management, LLC 0.44% Reduce -29.8% 66,074 $40.8M
Washington Growth Strategies LLC 31.12% — 65,925 $40.7M
Signal Advisors Wealth, LLC 3.18% Reduce -10.2% 65,799 $40.7M
Shilanski & Associates, Inc. 11.60% Add +2.6% 65,727 $40.6M
Kera Capital Partners, Inc. 7.99% Add +20.1% 65,663 $40.6M
North Star Investment Management Corp. 2.83% Add +0.4% 65,616 $40.5M
Inscription Capital, LLC 5.84% Add +0.2% 65,571 $40.5M
Clear Harbor Asset Management, LLC 3.04% Add +1.6% 65,404 $40.4M
Greenberg Financial Group 15.08% Add +0.7% 53,837 $40.2M
Olympus Wealth Management, LLC 13.50% Reduce -0.2% 65,023 $40.2M
Trinity Financial Advisors LLC 12.30% Reduce -0.0% 64,837 $40.2M
Archon Partners LLC 4.63% Add +32.4% 65,000 $40.2M
Washburn Capital Management, Inc. 23.50% Reduce -1.0% 64,866 $40.1M
Commonwealth Financial Services, LLC 7.71% Add +1.0% 64,836 $40.1M
Principal Financial Group Inc. 0.02% Reduce -2.9% 64,756 $40.0M
Spire Wealth Management 1.43% Reduce -28.1% 64,647 $39.9M
Caldwell Trust Co 3.98% Reduce -1.1% 64,404 $39.8M
OneDigital Investment Advisors LLC 0.44% Add +11.8% 64,154 $39.6M
Pitcairn Co. 2.59% Add +3.9% 64,057 $39.6M
Verger Capital Management LLC 15.49% Add +0.1% 63,734 $39.4M
Tiller Private Wealth, Inc. 14.95% Reduce -2.8% 63,648 $39.3M
Farmers Trust Co. 7.30% Reduce -17.1% 63,294 $39.1M
Guidance Capital, Inc. 11.16% Add +2389.9% 62,896 $39.1M
Curtis Advisory Group, LLC 9.82% Reduce -27.8% 63,270 $39.1M
Calamos Wealth Management LLC 1.67% Add +7.2% 62,832 $38.8M
Aspen Grove Capital, LLC 6.58% Add +0.1% 62,474 $38.7M
LM Advisors LLC 5.01% Reduce -0.7% 62,634 $38.7M
AXA S.A. 0.11% No change 62,429 $38.6M
Cullinan Associates Inc. 2.53% Add +0.2% 62,181 $38.4M
IPG Investment Advisors LLC 7.50% Reduce -1.5% 62,003 $38.4M
MTC Wealth Management LLC 18.43% Reduce -2.7% 62,086 $38.4M
Safeguard Investment Advisory Group, LLC 9.56% Add +2.7% 61,956 $38.3M
Arax Advisory Partners 1.74% Add +512.5% 61,227 $37.8M
Associated Banc-Corp 1.07% Reduce -0.1% 61,042 $37.7M
Mechanics Bank Trust Department 5.40% Reduce -17.8% 61,012 $37.7M
Aspiriant, LLC 1.20% Add +1.1% 61,012 $37.7M
Laird Norton Wetherby Wealth Management, LLC 1.68% — 61,002 $37.7M
Wealth Advisory Solutions, LLC 9.51% Reduce -0.4% 60,784 $37.6M
Jackson, Grant Investment Advisers, Inc. 13.78% Add +0.3% 60,731 $37.5M
Mgo One Seven LLC 1.21% Reduce -5.2% 60,616 $37.5M
Yelin Lapidot Holdings Management Ltd. 6.84% Add +9.4% 60,595 $37.4M
Atlas Private Wealth Advisors 4.82% Reduce -4.5% 60,559 $37.4M
First Nebraska Trust Co 3.56% Add +2.8% 61,919 $37.2M
QVR LLC 37.30% — 59,906 $37.0M
CoreCap Advisors, LLC 1.49% Add +16.6% 59,826 $37.0M
Cercano Management LLC 1.05% Reduce -57.8% 59,481 $36.8M
Hanover Advisors Inc. 14.95% Reduce -2.4% 59,349 $36.7M
Bank Hapoalim BM 5.22% Add +0.1% 59,181 $36.6M
Humankind Investments LLC 8.91% No change 59,140 $36.5M
Crescent Grove Advisors, LLC 3.54% Add +7.2% 58,963 $36.5M
Adirondack Trust Co. 13.22% Add +5.2% 58,914 $36.4M
Lebenthal Global Advisors, LLC 6.78% Reduce -16.7% 58,729 $36.3M
Midwest Professional Planners, LTD. 9.53% Add +0.5% 58,572 $36.2M
Composition Wealth, LLC 0.61% Add +106.4% 58,567 $36.2M
Tyche Wealth Partners LLC 7.26% Add +2.4% 58,523 $36.2M
McElhenny Sheffield Capital Management, LLC 9.59% Add +1184.3% 58,229 $36.0M
King Luther Capital Management Corp. 0.16% Reduce -0.7% 58,163 $35.9M
Apollon Wealth Management, LLC 0.71% Reduce -6.0% 57,975 $35.8M
Crestwood Advisors Group, LLC 0.64% Add +0.5% 57,962 $35.8M
Centaurus Financial, Inc. 2.09% Reduce -4.8% 57,831 $35.7M
Brighton Jones LLC 0.97% Add +5.4% 57,803 $35.7M
Dumont & Blake Investment Advisors LLC 9.31% Reduce -4.2% 57,730 $35.7M
Marmo Financial Group, LLC 17.69% Add +1.0% 57,472 $35.5M
World Investment Advisors 0.81% Add +34.2% 57,367 $35.5M
Swiss Life Asset Management Ltd 0.21% Add +7.9% 57,200 $35.3M
Virtue Capital Management, LLC 6.50% Add +110.8% 57,152 $35.3M
TIG Advisors, LLC 1.92% New 56,882 $35.2M
Westwood Holdings Group Inc. 0.26% Add +185.2% 56,887 $35.1M
Partners Capital Investment Group, LLP 1.42% Reduce -73.9% 56,706 $35.0M
L & S Advisors Inc 3.94% Add +92.2% 56,656 $35.0M
Mine & Arao Wealth Creation & Management, LLC. 15.62% Reduce -0.8% 56,648 $35.0M
Teachers Retirement System of the State of Kentucky 0.28% No change 56,594 $35.0M
Chesley Taft & Associates LLC 1.55% Reduce -1.0% 56,323 $34.8M
Zacks Investment Management 0.30% Reduce -7.1% 56,087 $34.7M
LSP Investment Advisors, LLC 24.82% No change 55,990 $34.6M
iA Global Asset Management Inc. 0.52% Reduce -7.1% 55,733 $34.4M
Johnson Financial Group, Inc. 1.54% Add +1.1% 55,296 $34.3M
HMS Capital Management, LLC 15.37% Reduce -1.8% 55,183 $34.1M
Capital Wealth Planning, LLC 0.27% Add +3.7% 55,181 $34.1M
MPWM Advisory Solutions, LLC 21.57% Add +3.0% 55,151 $34.1M
Kellett Wealth Advisors, LLC 22.22% Reduce -0.5% 55,126 $34.1M
Arkadios Wealth Advisors 1.02% Add +66.9% 55,089 $34.0M
Hapanowicz & Associates Financial Services, Inc 17.12% Add +0.4% 54,851 $33.9M
Cary Street Partners Financial LLC 0.95% Add +0.1% 54,640 $33.8M
Capital Group Private Client Services, Inc. 0.29% Add +5.7% 54,622 $33.7M
Dorsey & Whitney Trust CO LLC 1.78% Add +16.3% 54,537 $33.7M
Sanchez Wealth Management Group 8.10% Add +3.8% 54,389 $33.6M
Glen Eagle Advisors, LLC 5.17% Add +0.7% 54,361 $33.6M
Verdence Capital Advisors LLC 2.29% Add +4.6% 54,331 $33.6M
Evermay Wealth Management LLC 4.13% Reduce -2.5% 54,160 $33.6M
Mission Wealth Management, LP 0.73% Add +4.8% 53,994 $33.4M
Roth Financial Partners LLC 12.01% Reduce -1.0% 53,932 $33.3M
Thoma Capital Management LLC 21.19% Add +11.6% 53,881 $33.3M
Ashton Thomas Private Wealth, LLC 1.17% Add +14.7% 53,719 $33.3M
Pinnacle Wealth Management Advisory Group, LLC 2.76% Add +1.7% 53,780 $33.2M
Smith, Moore & Co. 2.77% Add +1.5% 53,410 $33.0M
LMR Partners LLP 0.75% Add +699.3% 53,330 $32.9M
Benchmark Financial Wealth Advisors, LLC 10.87% Reduce -9.1% 53,228 $32.9M
Howland Capital Management LLC 1.33% Reduce -1.0% 52,812 $32.7M
Birinyi Associates Inc. 9.57% Reduce -8.8% 52,939 $32.7M
Financial Partners Group, Inc 4.52% Add +24.1% 52,857 $32.7M
GFS Advisors, LLC 4.46% New 52,792 $32.6M
TCV Trust & Wealth Management, Inc. 2.85% Reduce -0.5% 52,782 $32.6M
Bridgewater Advisors Inc. 2.48% Reduce -19.2% 51,283 $32.6M
OAKMONT Corp 5.70% Reduce -0.3% 52,642 $32.5M
BigSur Wealth Management LLC 8.20% Reduce -0.0% 52,423 $32.5M
Callan Family Office, LLC 1.02% Reduce -0.9% 52,260 $32.3M
Ninepoint Partners LP 6.24% Reduce -4.9% 52,200 $32.3M
Ground Swell Capital, LLC 53.21% New 52,166 $32.2M
SVB Wealth LLC 1.72% Reduce -34.1% 51,953 $32.1M
Granite FO LLC 18.18% Reduce -7.0% 51,942 $32.1M
Wedbush Securities Inc. 1.12% Reduce -0.8% 51,739 $32.0M
Curated Wealth Partners LLC 3.74% Add +0.2% 51,633 $31.9M
Momentum Wealth Planning, LLC 27.61% — 51,437 $31.9M
First National Corp. /Ma/ 6.42% Add +1.3% 51,514 $31.8M
MKT Advisors LLC 12.56% Reduce -7.4% 51,351 $31.7M
Clarius Group, LLC 1.85% Reduce -1.9% 51,292 $31.7M
Wind River Trust Co 12.70% No change 51,273 $31.7M
Bank Pictet & Cie (Europe) AG 0.68% Reduce -22.7% 51,223 $31.6M
Cardiff Park Advisors, LLC 2.73% Reduce -5.6% 51,138 $31.6M
Trustmark Bank Trust Department 2.18% Reduce -1.9% 51,104 $31.6M
State of Wisconsin Investment Board 0.08% Add +8.2% 50,886 $31.4M
JARISLOWSKY, FRASER Ltd 0.18% Add +14.8% 50,798 $31.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.18% New 50,791 $31.4M
Clarity Wealth Advisors, LLC 7.72% Add +3.0% 50,660 $31.3M
Apella Capital, LLC 0.85% Add +287.8% 50,281 $31.2M
Three Seasons Wealth, LLC 3.57% Add +15.3% 50,422 $31.2M
HM Payson & Co. 0.49% Reduce -16.8% 50,377 $31.1M
Snowden Capital Advisors LLC 0.92% Add +15.4% 50,019 $31.0M
NorthCrest Asset Manangement, LLC 0.83% Add +0.4% 49,119 $30.7M
Oxford Financial Group, LTD. LLC 1.82% Reduce -1.9% 49,582 $30.6M
Hobart Private Capital, LLC 6.93% Reduce -24.4% 49,418 $30.5M
Aft, Forsyth & Sober, LLC 10.28% Add +0.8% 49,400 $30.5M
Pineridge Advisors LLC 11.05% Add +3.5% 49,356 $30.5M
FFT Wealth Management LLC 5.98% Reduce -11.5% 48,112 $30.4M
Boston Family Office LLC 2.02% Reduce -0.6% 49,112 $30.3M
Capital Investment Advisors, LLC 0.54% Add +4.4% 49,105 $30.3M
Fiduciary Trust Co 0.37% Reduce -4.2% 48,959 $30.2M
Focus Financial Network, Inc. 1.19% Add +9.6% 48,916 $30.2M
Madison Asset Management, LLC 0.33% Add +19.5% 48,909 $30.2M
Fortis Capital Advisors, LLC 5.39% Reduce -9.8% 48,799 $30.2M
GM Advisory Group, LLC 1.49% Add +3.9% 48,691 $30.1M
Ironsides Asset Advisors, LLC 8.71% Reduce -5.5% 48,616 $30.0M
Northwest & Ethical Investments L.P. 0.74% New 48,400 $29.9M
Essex Financial Services, Inc. 1.96% Add +6.5% 48,397 $29.9M
Afg Fiduciary Services Limited Partnership 19.23% Add +2.1% 401,177 $29.8M
Union Bancaire Privee, UBP SA 0.44% Add +32.8% 46,775 $29.7M
Soros Fund Management 0.79% Reduce -84.8% 47,778 $29.5M
Great Valley Advisor Group, Inc. 0.65% Reduce -5.2% 47,714 $29.5M
Independent Family Office, LLC 13.64% No change 47,632 $29.4M
BSW Wealth Partners 4.02% Add +1.8% 47,480 $29.3M
Advance Capital Management, Inc. 1.32% Reduce -8.2% 47,229 $29.2M
Motco 2.77% Add +0.3% 45,751 $28.9M
Jasper Ridge Partners, L.P. 0.72% Add +0.2% 46,796 $28.9M
Cresta Advisors, Ltd. 14.09% Reduce -1.0% 46,792 $28.9M
Montz Harcus Wealth Management LLC 13.92% Add +0.2% 46,670 $28.8M
Norris Financial Group, LLC 11.76% Add +0.8% 46,465 $28.7M
Migdal Insurance & Financial Holdings Ltd. 0.34% Reduce -5.6% 46,178 $28.5M
Arthur M. Cohen & Associates, LLC 5.03% Add +0.1% 46,100 $28.5M
Regal Investment Advisors LLC 2.13% Reduce -0.8% 45,958 $28.4M
German American Bancorp, Inc. 2.77% Reduce -1.2% 45,826 $28.3M
State of Alaska, Department of Revenue 0.30% Reduce -70.2% 45,763 $28.3M
Amarillo National Bank 5.25% Reduce -0.3% 45,735 $28.3M
Ciovacco Capital Management LLC 15.30% Reduce -8.5% 45,508 $28.1M
Capital International Investors 0.00% Reduce -61.2% 45,658 $28.1M
Pettyjohn, Wood & White, Inc. 5.01% Add +1.2% 45,402 $28.1M
Correct Capital Wealth Management 5.46% Add +4696.1% 45,371 $28.0M
Parallel Advisors, LLC 0.56% Add +15.2% 45,352 $28.0M
Firestone Capital Management 6.60% Add +1.9% 45,339 $28.0M
Blueshift Asset Management, LLC 8.59% New 45,235 $27.9M
Moran Wealth Management, LLC 0.87% Add +10.0% 45,192 $27.9M
Palumbo Wealth Management LLC 8.65% Add +0.6% 45,185 $27.9M
Pinebridge Investments, L.P. 0.22% Add +30.0% 44,981 $27.8M
Hancock Whitney Corp. 0.53% Add +29.0% 44,976 $27.8M
Hantz Financial Services, Inc. 0.45% Add +4.9% 44,971 $27.8M
Condor Capital Management 2.40% Reduce -0.8% 44,747 $27.6M
Equitable Trust Co. 1.37% Add +109.0% 44,638 $27.6M
Aragon Global Management, LP 11.08% No change 44,580 $27.5M
Factory Mutual Insurance Co. 0.30% Reduce -48.5% 44,550 $27.5M
Taylor & Morgan Wealth Management, LLC 18.55% Reduce -0.4% 44,485 $27.5M
Burt Wealth Advisors 6.28% Reduce -1.1% 44,447 $27.5M
Prosperity Consulting Group, LLC 2.00% Reduce -2.0% 44,440 $27.5M
Salomon & Ludwin, LLC 2.70% Reduce -1.4% 44,113 $27.4M
First Business Financial Services, Inc. 2.45% No change 43,995 $27.2M
Provenance Wealth Advisors, LLC 3.89% Reduce -1.8% 43,862 $27.1M
McAlister, Sweet & Associates, Inc. 24.00% Add +801.2% 43,773 $27.0M
Black Maple Capital Management LP 18.70% Add +7.4% 43,752 $27.0M
Resonant Capital Advisors, LLC 1.73% Reduce -2.6% 43,623 $27.0M
KCM Investment Advisors LLC 0.91% Reduce -3.1% 43,655 $27.0M
Angeles Wealth Management, LLC 1.85% Reduce -0.6% 43,645 $27.0M
SimpliFi, Inc. 11.69% Add +0.9% 42,932 $26.5M
Hilltop Holdings Inc. 1.69% Add +21.9% 42,775 $26.4M
ARS Investment Partners, LLC 1.93% Reduce -0.8% 42,738 $26.4M
Indiana Trust & Investment Management Co 8.73% Add +0.0% 42,715 $26.4M
James J. Burns & Company, LLC 4.30% Add +19.9% 42,637 $26.3M
Kingsview Wealth Management, LLC 0.44% Add +2.2% 42,522 $26.3M
Kovack Advisors, Inc. 2.58% Add +7.3% 42,513 $26.3M
NDWM LLC 19.23% Add +601.5% 42,498 $26.3M
Family Manage LLC 3.99% Add +3.1% 42,496 $26.3M
Strategic Equity Management 9.62% Reduce -19.5% 42,335 $26.2M
Thompson Siegel & Walmsley LLC 0.44% Reduce -0.1% 42,228 $26.1M
Foguth Wealth Management, LLC. 5.58% Reduce -18.2% 42,204 $26.1M
LCM Capital Management Inc 13.54% Add +0.7% 42,162 $26.0M
Houlihan Financial Resource Group, Ltd. 10.79% Reduce -0.6% 41,658 $26.0M
Avior Wealth Management, LLC 0.90% Add +2.5% 42,076 $26.0M
O'shaughnessy Asset Management, LLC 0.18% Add +19.8% 42,063 $26.0M
Royal Fund Management, LLC 2.77% Add +975.8% 42,000 $26.0M
Lifestyle Asset Management, Inc. 12.08% Reduce -18.4% 41,873 $25.9M
First Heartland Consultants, Inc. 2.29% Reduce -19.7% 41,581 $25.7M
Spectrum Strategic Capital Management, LLC 16.34% Add +192.4% 41,523 $25.7M
Daiwa Securities Group Inc. 0.09% Add +277.0% 41,126 $25.6M
Financial Engines Advisors L.L.C. 0.05% Add +17.4% 41,385 $25.6M
Aviso Financial Inc. 1.15% Add +1.1% 41,286 $25.5M
Edgestream Partners, L.P. 0.71% Reduce -6.0% 41,176 $25.4M
Engineers Gate Manager LP 0.32% Reduce -33.6% 41,159 $25.4M
Burke & Herbert Bank & Trust Co. 5.70% Add +0.1% 41,141 $25.4M
Axxcess Wealth Management, LLC 0.61% Add +42.5% 49,325 $25.4M
Sovereign Financial Group, Inc. 5.23% Reduce -3.0% 41,061 $25.4M
PKS Advisory Services, LLC 6.23% Add +905.1% 41,932 $25.3M
Diversified Portfolios, Inc. 2.41% Add +0.6% 40,847 $25.2M
Welch & Forbes LLC 0.31% Reduce -3.8% 40,816 $25.2M
Whitford Management LLC 26.75% Add +1.5% 40,800 $25.2M
RK Capital Management, LLC 30.92% Add +1.4% 40,767 $25.2M
Securian Asset Management, Inc. 0.72% Reduce -5.7% 40,710 $25.2M
Encompass More Asset Management 5.86% Add +258.1% 40,543 $25.0M
B. Riley Wealth Advisors, Inc. 1.21% Reduce -42.6% 40,333 $24.9M
Lanham O'Dell & Company, Inc. 10.50% Add +7269.4% 40,237 $24.9M
Roble, Belko & Company, Inc 3.62% Add +0.9% 40,234 $24.9M
Orchard Capital Management, LLC 27.33% New 40,000 $24.7M
Iridian Asset Management LLC 8.56% New 40,000 $24.7M
Guardian Wealth Advisors, LLC 14.63% Add +1.9% 39,989 $24.7M
Capital Management Associates, Inc 7.81% Reduce -50.6% 39,926 $24.7M
BLB&B Advisors, LLC 1.15% Add +5.3% 39,856 $24.6M
Western Wealth Management, LLC 1.46% Reduce -1.1% 39,832 $24.6M
LFA - Lugano Financial Advisors SA 14.57% Reduce -6.4% 39,806 $24.6M
Raelipskie Partnership 11.24% Reduce -0.1% 39,734 $24.5M
George Kaiser Family Foundation 3.52% Add +52.7% 39,583 $24.5M
Prescott Group Capital Management, L.L.C. 2.89% Add +52.7% 39,583 $24.5M
PFG Advisors 1.13% Add +48.2% 39,566 $24.4M
Palisade Asset Management, LLC 2.42% Reduce -1.6% 39,445 $24.4M
Cadence Bank 1.60% Reduce -2.3% 39,264 $24.3M
Redhawk Wealth Advisors, Inc. 3.04% Reduce -28.6% 39,259 $24.3M
Tull Financial Group, Inc. 10.99% Reduce -0.2% 39,097 $24.2M
Baltimore-Washington Financial Advisors, Inc. 1.13% Reduce -2.5% 39,079 $24.1M
Central Pacific Bank - Trust Division 3.19% Reduce -3.1% 38,868 $24.0M
Three Bridge Wealth Advisors, LLC 6.32% Add +7.8% 38,694 $24.0M
Eagle Capital Management, LLC 10.51% Add +0.8% 38,712 $23.9M
Boyd Watterson Asset Management LLC 7.59% Add +0.3% 38,695 $23.9M
Corsair Capital Management, L.P. 4.56% No change 38,503 $23.8M
Williams Jones Wealth Management, LLC. 0.28% Reduce -4.1% 38,340 $23.7M
Wellspring Financial Advisors, LLC 2.10% Add +1661.5% 650,206 $23.5M
Connecticut Wealth Management, LLC 1.12% Add +0.9% 38,004 $23.5M
Veltria Advisors Corp. 15.66% Reduce -7.2% 37,938 $23.4M
O'Dell Group, LLC 5.81% Reduce -2.2% 37,679 $23.3M
Fort Washington Investment Advisors Inc. 0.13% Reduce -14.9% 37,598 $23.2M
Titleist Asset Management, LLC 2.30% Add +25.8% 37,429 $23.1M
Iron Horse Wealth Management, LLC 6.82% Add +1.6% 37,393 $23.1M
Penobscot Investment Management Company, Inc. 1.98% Add +19.9% 37,388 $23.1M
Smith Anglin Financial, LLC 2.09% Reduce -2.6% 37,369 $23.1M
Albion Financial Group 1.51% Add +0.6% 37,366 $23.1M
Blue Edge Capital, LLC 3.41% Add +0.6% 37,131 $22.9M
Avidian Wealth Enterprises, LLC 0.93% Add +8.2% 37,086 $22.9M
Avestar Capital, LLC 1.67% Add +17.9% 37,011 $22.9M
Chilton Capital Management LLC 0.84% Reduce -0.5% 36,964 $22.8M
Scharf Investments, LLC 0.66% Add +28.9% 36,954 $22.8M
Fsa Wealth Partners, Inc. 10.98% Reduce -6.9% 36,821 $22.7M
Heritage Trust Co 2.63% Add +6.5% 36,805 $22.7M
Belmont Capital, LLC 3.46% Add +2.9% 36,796 $22.7M
Perbak Capital Partners LLP 5.13% Add +140.8% 36,754 $22.7M
Spinnaker Trust 1.36% Reduce -6.0% 36,634 $22.6M
Childress Capital Advisors, LLC 5.68% Add +49.9% 36,514 $22.6M
Armstrong Advisory Group, Inc. 1.71% Reduce -0.4% 36,438 $22.5M
GAMCO Investors 0.22% Add +99.0% 36,434 $22.5M
PFG Investments, LLC 1.32% Reduce -4.1% 36,405 $22.5M
LifeSteps Financial, Inc. 15.45% Add +20.4% 36,395 $22.5M
Compass Planning Associates Inc 20.60% Add +1.9% 36,328 $22.4M
TrueWealth Advisors, LLC 6.63% Add +1.0% 36,250 $22.4M
First Manhattan Co. Llc. 0.06% Add +17.0% 36,098 $22.4M
Soltis Investment Advisors LLC 1.75% Reduce -34.4% 36,059 $22.3M
Trust Co. of Oklahoma 7.06% Reduce -2.0% 35,926 $22.2M
Leavell Investment Management, Inc. 0.99% Add +0.1% 35,761 $22.2M
Pacific Wealth Strategies Group, Inc. 14.58% Add +2471.7% 35,052 $22.2M
Dymon Asia Capital (singapore) Pte. LTD. 15.69% New 35,836 $22.1M
Nepc LLC 0.56% Reduce -0.2% 35,717 $22.1M
Daymark Wealth Partners, LLC 0.83% Reduce -0.1% 35,145 $21.7M
Segment Wealth Management, LLC 1.37% Reduce -2.5% 34,906 $21.6M
Cobblestone Capital Advisors LLC 1.10% Add +6.2% 34,752 $21.5M
Beacon Investment Advisory Services, Inc. 0.95% Add +9.0% 34,743 $21.5M
Accurate Wealth Management, LLC 3.28% Add +2.6% 34,258 $21.4M
Brickley Wealth Management 4.19% Reduce -7.0% 34,673 $21.4M
Bartlett & Co. Wealth Management LLC 0.30% Add +1.3% 34,440 $21.3M
Bulltick Wealth Management, LLC 5.25% Add +23.4% 34,380 $21.3M
Saiph Capital, LLC 8.23% Reduce -0.1% 34,229 $21.1M
Advisory Alpha, LLC 0.66% Reduce -13.5% 34,197 $21.1M
Henshaw Capital LLC 0.84% Add +10.5% 34,135 $21.1M
Watts Gwilliam & Co., LLC 3.46% Reduce -11.1% 31,807 $21.1M
FCG Investment Co 10.99% Add +4926.3% 34,078 $21.1M
Thrive Wealth Management, LLC 3.38% Reduce -4.2% 33,860 $20.9M
Wesbanco Bank Inc. 0.62% Add +34.4% 33,775 $20.9M
Private Advisory Group LLC 1.95% Add +34.7% 33,712 $20.8M
Aspen Investment Management Inc 8.76% Reduce -1.9% 33,705 $20.8M
Hummer Financial Advisory Services Inc 15.64% No change 33,610 $20.8M
Forvis Mazars Wealth Advisors, LLC 0.45% Reduce -9.9% 33,682 $20.8M
Genesis Wealth Advisors, LLC 15.60% Add +8.7% 33,645 $20.8M
Medici Capital LLC 23.68% Reduce -51.2% 33,638 $20.8M
NewSquare Capital LLC 1.54% Add +0.7% 33,511 $20.7M
Insight Advisors, LLC/ PA 3.32% Add +8.2% 33,346 $20.6M
Sei Investments Co. 0.02% Add +9.3% 33,131 $20.5M
Tikvah Management LLC 6.75% No change 33,104 $20.5M
Clarus Wealth Advisors 9.43% Add +2.0% 32,868 $20.4M
Meridian Wealth Advisors, LLC 3.22% Reduce -1.9% 32,970 $20.4M
Private Trust Co. NA 1.94% Reduce -5.9% 32,905 $20.3M
TKG Advisors, LLC 9.09% Add +8.2% 32,852 $20.3M
Sentinel Trust Co. Lba 2.20% Reduce -5.6% 32,812 $20.3M
Koshinski Asset Management, Inc. 1.53% Reduce -2.0% 32,751 $20.2M
DAVENPORT & Co LLC 0.11% Reduce -11.8% 32,689 $20.2M
Resolute Advisors LLC 5.01% Add +0.0% 32,584 $20.2M
Baron Financial Group, LLC 11.84% Add +0.4% 32,645 $20.2M
Delta Financial Advisors LLC 7.08% Reduce -0.4% 32,597 $20.1M
JCP Investment Management, LLC 11.59% Add +6.0% 32,512 $20.1M
Country Club Bank 1.26% Reduce -0.1% 32,646 $20.1M
Seven Mile Advisory 12.06% Reduce -0.0% 32,468 $20.1M
Second Line Capital, LLC 4.65% Reduce -1.2% 32,269 $20.0M
New England Private Wealth Advisors LLC 2.91% Add +0.1% 31,410 $19.9M
Paragon Financial Partners, Inc. 13.60% Add +6.7% 32,234 $19.9M
WealthBridge Capital Management, LLC 5.05% Add +1.9% 32,207 $19.9M
Pioneer Trust Bank N A 5.08% Reduce -3.0% 32,203 $19.9M
Evergreen Capital Management LLC 0.60% Add +5.4% 32,056 $19.9M
Nilsine Partners, LLC 1.99% Add +4.7% 31,930 $19.7M
Bienville Capital Management, LLC 3.87% Add +61.0% 31,727 $19.7M
PCG Asset Management, LLC 16.88% Reduce -1.0% 31,784 $19.6M
Financial & Tax Architects, LLC 4.76% Reduce -14.8% 31,704 $19.6M
International Assets Investment Management, LLC 1.58% Add +30.5% 31,602 $19.5M
Royal Capital Wealth Management, LLC 12.97% Add +0.3% 31,566 $19.5M
Ethos Financial Group, LLC 1.68% Add +23.4% 31,473 $19.5M
Central Bank & Trust Co. 3.19% Reduce -1.9% 31,553 $19.5M
Austin Private Wealth, LLC 1.54% Add +98.9% 31,532 $19.5M
Aprio Wealth Management, LLC 2.20% Reduce -3.0% 31,504 $19.5M
Clark Financial Services Group Inc. 11.96% Add +1.7% 31,490 $19.5M
Banque de Luxembourg S.A. 11.14% No change 34,778 $19.5M
Benjamin Edwards Inc. 0.25% Reduce -55.4% 31,420 $19.4M
Hardy Reed LLC 1.55% Reduce -0.5% 31,338 $19.4M
Aspect Partners, LLC 9.54% Reduce -36.8% 31,332 $19.4M
1832 Asset Management L.P. 0.03% Add +498.0% 31,328 $19.4M
Lanark Financial, Inc. 1.58% Reduce -37.7% 31,206 $19.3M
Magnolia Capital Management Ltd. 15.36% Reduce -0.9% 31,121 $19.2M
Sincerus Advisory, LLC 18.04% Add +0.5% 30,127 $19.2M
Peterson Wealth Management 11.33% Add +15.4% 30,931 $19.1M
Cornerstone Capital, Inc. 2.00% Add +1.3% 30,881 $19.1M
Ellis Investment Partners, LLC 3.71% Add +1.4% 30,878 $19.1M
Romano Brothers and Company 2.35% Reduce -0.3% 30,756 $19.0M
Krane Funds Advisors LLC 0.75% Add +27.9% 30,700 $19.0M
Yeomans Consulting Group, Inc. 7.83% Reduce -44.5% 30,698 $19.0M
Walleye Capital LLC 0.20% Reduce -38.2% 30,672 $19.0M
Bleichroeder LP 4.68% Add +7.3% 30,670 $18.9M
Calton & Associates, Inc. 3.27% Add +13.9% 30,622 $18.9M
Oakworth Capital, Inc. 1.22% Reduce -0.0% 30,592 $18.9M
First National Bank of Mount Dora, Trust Investment Services 4.25% Add +30.2% 30,517 $18.9M
McHugh Group, LLC 12.70% Reduce -0.2% 30,339 $18.7M
Compound Planning, Inc. 0.71% Reduce -30.6% 30,340 $18.7M
Intrepid Financial Planning Group LLC 7.87% Reduce -0.5% 30,305 $18.7M
Addison Capital Co 6.47% Add +9.2% 30,115 $18.6M
J Hagan Capital, Inc. 12.57% Reduce -14.3% 29,584 $18.6M
Trifecta Capital Advisors, LLC 3.09% Add +11.6% 30,014 $18.5M
Signature Estate & Investment Advisors LLC 0.43% Add +1.1% 30,012 $18.5M
Capital Advisory Group Advisory Services, LLC 6.65% Add +7.6% 29,932 $18.5M
Legal & General Group Plc 0.00% No change 29,900 $18.5M
Blue Investment Partners LLC 6.48% Reduce -9.4% 29,890 $18.5M
Strategic Blueprint, LLC 0.91% Reduce -3.3% 29,879 $18.5M
Winthrop Advisory Group LLC 1.77% Add +10.5% 29,654 $18.4M
Americana Partners, LLC 0.63% Add +41.9% 29,727 $18.4M
First International Bank & Trust 6.37% Reduce -30.6% 29,653 $18.3M
Integrity Financial Corp 9.34% Add +12.8% 29,562 $18.3M
CENTRAL TRUST Co 0.42% Add +0.0% 29,641 $18.3M
Erste Asset Management GmbH 0.15% Add +47.5% 29,640 $18.3M
Gateway Wealth Partners, LLC 3.46% Reduce -8.0% 29,547 $18.3M
GC Wealth Management RIA, LLC 1.49% Add +7.3% 29,500 $18.2M
J. Safra Sarasin Holding AG 0.31% Reduce -3.2% 29,530 $18.2M
Palisades Hudson Asset Management, L.P. 7.13% Add +0.2% 29,488 $18.2M
E&G Advisors, LLC 4.72% Reduce -4.7% 29,483 $18.2M
Arete Wealth Advisors, LLC 1.29% Add +3.7% 29,456 $18.2M
Larson Financial Group LLC 0.73% Add +14.8% 29,447 $18.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.30% Reduce -0.9% 29,375 $18.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 6.57% Add +3.4% 28,588 $18.1M
Relyea Zuckerberg Hanson LLC 2.12% Add +8.7% 29,327 $18.1M
Salem Investment Counselors Inc. 0.57% Reduce -0.6% 29,249 $18.1M
Intelligence Driven Advisers, LLC 2.73% Add +603.5% 29,307 $18.1M
CX Institutional 0.63% Reduce -9.6% 29,274 $18.1M
Verity Asset Management, Inc. 8.62% Add +8.6% 29,214 $18.1M
Mainsail Financial Group, LLC 8.40% Add +1.4% 28,993 $18.0M
Kesler, Norman & Wride, LLC 3.20% Reduce -1.1% 29,181 $18.0M
YHB Investment Advisors, Inc. 1.39% Add +0.7% 29,133 $18.0M
West Branch Capital LLC 5.32% Add +3.5% 29,107 $18.0M
Coldstream Capital Management Inc. 0.29% Add +4.1% 29,041 $17.9M
Landmark Wealth Management, Inc. 7.65% Add +30.6% 28,914 $17.9M
Tolleson Wealth Management, Inc. 3.04% Reduce -0.3% 28,748 $17.8M
Prostatis Group LLC 5.08% Reduce -32.4% 28,725 $17.7M
Norden Group LLC 1.92% Reduce -47.2% 28,637 $17.7M
Plante Moran Financial Advisors, LLC 1.24% Reduce -0.7% 28,507 $17.6M
Y.D. More Investments Ltd 1.21% Add +3.6% 28,515 $17.6M
Invictus Private Wealth, LLC 1.20% Reduce -2.1% 28,431 $17.6M
Capital World Investors 0.00% Reduce -24.8% 28,456 $17.5M
Anb Bank 7.82% Add +3.2% 28,181 $17.4M
Sepio Capital, LP 1.24% Reduce -7.0% 28,176 $17.4M
Ameritas Investment Partners, Inc. 0.55% Reduce -9.6% 28,122 $17.4M
Lodestar Private Asset Management LLC 2.00% Reduce 0.0% 28,117 $17.4M
Seaview Investment Managers LLC 3.68% Reduce -9.8% 28,102 $17.4M
Integrity Alliance, Llc. 0.95% Reduce -16.3% 28,034 $17.3M
Beacon Bridge Wealth Partners, LLC 6.87% Reduce -6.3% 28,014 $17.3M
AdvisorNet Financial, Inc 1.11% Reduce -1.4% 27,948 $17.3M
Patton Fund Management, Inc. 3.77% Reduce -0.9% 27,881 $17.2M
Solstein Capital, LLC 8.84% Reduce -5.3% 27,877 $17.2M
Mairs & Power Inc. 0.17% Add +210.7% 27,790 $17.2M
Moors & Cabot, Inc. 0.80% Add +1.9% 27,742 $17.1M
Pinnacle Family Advisors, LLC 8.31% Add +5.8% 27,667 $17.1M
FSC Wealth Advisors, LLC 10.74% Add +14.8% 27,568 $17.0M
Perennial Investment Advisors, LLC 1.65% Add +1.6% 27,517 $17.0M
Smithbridge Asset Management Inc. 2.97% Add +2.0% 27,479 $17.0M
Visualize Group LP 5.65% Add +40.2% 16,476 $16.9M
Wealth Architects, LLC 1.72% Reduce -0.4% 27,330 $16.9M
Fluent Financial, LLC 6.93% Reduce -35.5% 27,247 $16.8M
Tandem Wealth Advisors LLC 8.32% Add +18.2% 27,238 $16.8M
Cornerstone Wealth Management, LLC 1.02% Add +3.0% 27,216 $16.8M
American Asset Management Inc. 15.51% Add +0.9% 27,209 $16.8M
Neumann Capital Management, LLC 5.28% Reduce -0.6% 27,199 $16.8M
Sharkey, Howes & Javer 2.25% Reduce -9.8% 27,149 $16.8M
Basso Capital Management, L.P. 12.42% No change 27,126 $16.8M
IMA Advisory Services, Inc. 1.80% Add +0.3% 27,113 $16.8M
Brave Asset Management Inc. 4.56% Reduce -44.0% 27,049 $16.7M
Arista Wealth Management, LLC 2.31% Add +663.7% 27,080 $16.7M
Dynamic Advisor Solutions LLC 0.52% Add +2.4% 27,072 $16.7M
Rockbridge Investment Management, LCC 1.79% Add +0.0% 26,954 $16.7M
Icon Wealth Advisors, LLC 1.19% Add +1.1% 26,938 $16.6M
Rothschild Investment LLC 1.04% Add +3.6% 26,930 $16.6M
Osborne Partners Capital Management, LLC 0.88% Add +1.8% 26,918 $16.6M
Optas, LLC 3.16% No change 26,906 $16.6M
Fi3 FINANCIAL ADVISORS, LLC 5.99% Reduce -1.0% 26,813 $16.6M
Kaizen Financial Strategies 8.46% Reduce -6.9% 26,858 $16.6M
Catalyst Financial Partners LLC 1.81% Add +19.9% 26,854 $16.6M
Gryphon Financial Partners LLC 2.17% Add +1.1% 26,854 $16.6M
Texas Yale Capital Corp. 0.54% Add +8.9% 26,832 $16.6M
Founders Capital Management, LLC 2.85% Reduce -0.6% 26,820 $16.6M
SouthState Bank Corp 0.72% Add +0.4% 26,747 $16.5M
G&S Capital LLC 6.54% Add +8.8% 26,696 $16.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.13% Add +11.7% 26,671 $16.5M
Accredited Investors Inc. 0.97% Add +10.4% 26,668 $16.5M
SG Americas Securities, LLC 0.07% Reduce -96.7% 26,598 $16.4M
Sachetta, LLC 6.49% Reduce -5.1% 26,552 $16.4M
Twin Focus Capital Partners, LLC 2.30% Add +0.2% 26,538 $16.4M
Sax Wealth Advisors, LLC 0.99% Reduce -2.7% 26,521 $16.4M
PCG Wealth Advisors, LLC 8.36% Reduce -0.8% 26,461 $16.3M
Bell Bank 0.76% Add +5.8% 26,461 $16.3M
Florida Trust Wealth Management Co 0.50% Add +6.9% 26,452 $16.3M
Secure Asset Management, LLC 3.03% Add +187.6% 26,437 $16.3M
Berger Financial Group, Inc 1.06% Reduce -1.1% 26,413 $16.3M
Moneywise, Inc. 7.63% Add +5.8% 26,351 $16.3M
BOS Asset Management, LLC 5.21% Add +4.7% 26,311 $16.3M
Measured Wealth Private Client Group, LLC 4.86% Reduce -0.9% 26,283 $16.2M
Cypress Capital, LLC 4.71% Reduce -8.8% 26,220 $16.2M
Coastline Trust Co 1.85% Reduce -16.1% 26,167 $16.2M
Brown, Lisle/Cummings, Inc. 4.30% Add +4.9% 26,144 $16.2M
Gridiron Partners, LLC 9.98% Add +5.1% 26,033 $16.1M
Oldfather Financial Services, LLC 5.52% Reduce -1.1% 26,002 $16.1M
Mizuho Markets Americas LLC 0.53% Reduce -91.7% 25,944 $16.0M
Kennicott Capital Management LLC 9.12% Reduce -13.0% 25,881 $16.0M
HUB Investment Partners, LLC 0.55% Add +4.9% 25,679 $15.9M
Flagship Private Wealth, LLC 6.73% Reduce -0.2% 25,619 $15.8M
Ausdal Financial Partners, Inc. 1.06% Add +130.9% 25,598 $15.8M
Mycio Wealth Partners, LLC 3.64% Reduce -3.5% 25,510 $15.8M
Marco Investment Management LLC 1.31% Add +1.7% 25,415 $15.7M
Savvy Advisors, Inc. 1.04% Add +66.7% 25,339 $15.7M
Stelac Advisory Services LLC 5.94% Reduce -4.3% 25,238 $15.6M
Family Capital Management, Inc. 8.19% Add +6.3% 25,295 $15.6M
Fiducient Advisors LLC 1.91% Add +0.4% 25,248 $15.6M
Gerber Kawasaki Wealth & Investment Management 0.60% Add +0.9% 25,178 $15.6M
Cacti Asset Management LLC 1.11% Add +2.0% 25,295 $15.6M
Graham Capital Management, L.P. 0.47% Add +137.3% 25,152 $15.5M
West Paces Advisors Inc. 3.30% Add +9.2% 25,080 $15.5M
St Germain D J Co. Inc. 0.67% Add +13.5% 25,073 $15.5M
Point72 Asset Management 0.04% Reduce -47.9% 25,000 $15.4M
Cohen & Steers, Inc. 0.03% Add +254.8% 25,000 $15.4M
Okabena Investment Services Inc. 3.42% No change 24,954 $15.4M
Smith Chas P & Associates Pa Cpas 0.86% Add +0.1% 24,771 $15.3M
Aaron Wealth Advisors LLC 1.56% Reduce -0.3% 24,734 $15.3M
AlphaCore Capital LLC 0.58% Add +31.0% 24,732 $15.3M
GEM Asset Management, LLC 7.81% Reduce -0.7% 24,573 $15.3M
Fortis Group Advisors, LLC 2.77% Add +58.4% 24,181 $15.2M
Parkside Financial Bank & Trust 1.64% Reduce -0.1% 24,604 $15.2M
Magnus Financial Group LLC 1.34% Add +4.4% 24,570 $15.2M
Chatham Capital Group, Inc. 2.30% Add +2.5% 24,448 $15.1M
Tortoise Investment Management, LLC 1.44% Reduce -1.1% 24,434 $15.1M
Bfsg, LLC 1.69% Reduce -13.6% 24,423 $15.1M
Tocqueville Asset Management L.P. 0.23% Reduce -12.0% 24,417 $15.1M
Chicago Capital, LLC 0.37% Add +165.0% 24,404 $15.1M
Pathway Financial Advisors LLC 2.20% Add +0.4% 24,359 $15.1M
PFC Capital Group, Inc. 6.97% Reduce -1.9% 24,352 $15.0M
Guerra Advisors Inc 7.09% Add +2.1% 24,265 $15.0M
Ayalon Insurance Comp Ltd. 4.32% Add +2.9% 24,171 $15.0M
Transcend Capital Advisors, LLC 1.16% Reduce -7.3% 24,213 $15.0M
Fulton Breakefield Broenniman LLC 1.01% Add +0.2% 24,126 $14.9M
Mount Capital Ltd 4.80% No change 24,100 $14.9M
Bouchey Financial Group, Ltd. 1.24% Reduce -0.3% 24,088 $14.9M
Quintet Private Bank (Europe) S.A. 0.86% Reduce -17.6% 24,091 $14.9M
Guardian Wealth Advisors, LLC / NC 1.05% Add +10.0% 24,066 $14.9M
TCTC Holdings, LLC 0.48% Add +103.1% 23,989 $14.8M
Howard Financial Services, LTD. 1.94% Add +3.1% 23,850 $14.7M
Nadler Financial Group, Inc. 1.51% Reduce -1.3% 23,827 $14.7M
Sunflower Bank, N.A. 3.71% Add +1.4% 23,756 $14.7M
Quadrant Capital Group LLC 0.53% Reduce -19.6% 23,705 $14.6M
Aspire Private Capital, LLC 3.40% Add +33.4% 23,676 $14.6M
Foster & Motley Inc. 0.85% Add +29.5% 23,676 $14.6M
Harbour Trust & Investment Management Co 1.62% Reduce -2.0% 23,624 $14.6M
Jacksonville Wealth Management, LLC 11.70% Add +7.7% 23,549 $14.5M
Destination Wealth Management 0.43% Add +7.9% 23,471 $14.5M
Bristlecone Advisors, LLC 1.21% Reduce -3.5% 23,401 $14.5M
Grandview Asset Management LLC 4.63% Reduce -1.5% 23,381 $14.4M
Conscious Wealth Investments, LLC 9.22% Add +0.6% 22,719 $14.4M
Claro Advisors Inc. 2.38% Reduce -48.7% 23,291 $14.4M
GWN Securities Inc. 2.67% Reduce -72.6% 23,242 $14.4M
Apriem Advisors 1.53% Reduce -16.0% 23,228 $14.4M
Bison Wealth, LLC 1.13% Reduce -11.0% 23,008 $14.3M
Hopwood Financial Services, Inc. 11.19% Add +0.2% 23,172 $14.3M
Great Diamond Partners, LLC 3.02% Add +8.5% 23,165 $14.3M
Bryn Mawr Trust Advisors, LLC 0.78% Add +3.7% 23,133 $14.3M
Sovran Advisors, LLC 1.50% Add +4.7% 23,031 $14.3M
Laurel Wealth Advisors LLC 2.13% Add +2.8% 23,107 $14.3M
Patten & Patten Inc. 0.92% Add +3.2% 23,032 $14.2M
Optimum Investment Advisors 6.17% Reduce -0.7% 23,003 $14.2M
Torno Capital, LLC 5.36% New 23,000 $14.2M
Opulen Financial Group LLC 11.64% Add +1.3% 22,976 $14.2M
Flow Traders U.S. LLC 0.52% New 22,950 $14.2M
Accent Capital Management, LLC 6.29% Add +24.4% 22,777 $14.1M
Moneco Advisors, LLC 1.31% Reduce -15.7% 22,771 $14.1M
Vident Advisory, LLC 0.16% Add +9.9% 22,752 $14.1M
Factor Wealth Management LTD 3.85% Add +1.4% 22,739 $14.0M
Advisors Capital Management, LLC 0.20% Add +11.9% 22,736 $14.0M
Thor Trading Advisors, LLC 17.60% New 22,732 $14.0M
Strategic Wealth Partners, Ltd. 1.11% — 22,725 $14.0M
ADAR1 Capital Management, LLC 2.30% New 22,684 $14.0M
One Capital Management, LLC 0.49% Add +10.5% 22,676 $14.0M
Traction Financial Partners, LLC 9.50% Add +5.3% 22,673 $14.0M
Pettinga Financial Advisors LLC 3.07% Add +34.7% 22,671 $14.0M
Nicolet Bankshares Inc. 2.41% Add +0.1% 22,612 $14.0M
Sandbox Financial Partners, LLC 4.39% Add +9.4% 22,533 $13.9M
Grove Bank & Trust 1.73% Reduce -1.1% 22,512 $13.9M
Lowe Brockenbrough & Co. Inc. 0.78% Add +0.4% 22,462 $13.9M
Morangie Management LLC 12.00% Add +15.5% 22,329 $13.8M
Stordahl Capital Management, Inc. 3.07% Reduce -0.7% 22,379 $13.8M
Agf Management Ltd. 0.06% Reduce -0.8% 22,374 $13.8M
Texas Capital Bank Wealth Management Services Inc 1.29% Add +10.4% 22,313 $13.8M
Highview Capital Management LLC 5.32% Add +6.2% 22,292 $13.8M
Ethic Inc. 0.25% Add +1169.6% 22,371 $13.8M
Gries Financial LLC 2.50% Reduce -0.7% 22,257 $13.8M
EverSource Wealth Advisors, LLC 0.62% Reduce -17.7% 22,236 $13.7M
CWA Asset Management Group, LLC 0.58% Add +5.5% 22,214 $13.7M
Voisard Asset Management Group, Inc. 3.53% Reduce -5.4% 22,192 $13.7M
AAFMAA Wealth Management & Trust LLC 5.66% Add +8.7% 22,171 $13.7M
Morton Brown Family Wealth, LLC 4.17% Add +3.3% 22,162 $13.7M
Halter Ferguson Financial Inc. 5.04% Add +582.5% 22,132 $13.7M
Focus Partners Advisor Solutions, LLC 0.18% Add +17.9% 22,093 $13.7M
Empower Advisory Group, LLC 0.04% Reduce -3.8% 22,077 $13.6M
Atalanta Sosnoff Capital, LLC 0.28% Reduce -72.4% 22,022 $13.6M
Navis Wealth Advisors, LLC 11.46% Add +0.0% 22,012 $13.6M
JFS Wealth Advisors, LLC 0.87% Add +2.1% 22,002 $13.6M
SBI Securities Co., Ltd. 0.39% Reduce -6.8% 21,993 $13.6M
RIA Advisory Group LLC 3.99% Add +20.2% 21,992 $13.6M
Hickory Point Bank & Trust 10.89% Reduce -0.5% 21,851 $13.5M
UMB Bank, n.a. 0.21% Add +0.1% 21,850 $13.5M
Townsquare Capital LLC 1.31% Reduce -83.0% 21,840 $13.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.37% Reduce -0.7% 21,798 $13.5M
Evelyn Partners Investment Management (Europe) Ltd 4.83% Reduce -1.4% 21,793 $13.5M
McLean Asset Management Corp 3.53% Reduce -1.6% 21,700 $13.5M
Manning & Napier Advisors LLC 0.16% Reduce -6.4% 21,758 $13.4M
True Freedom Investing, LLC 5.27% — 21,680 $13.4M
WCG Wealth Advisors LLC 0.87% Add +34.5% 21,657 $13.4M
Flagship Wealth Advisors, LLC 5.04% Reduce -4.3% 21,630 $13.4M
Allen Mooney & Barnes Investment Advisors LLC 2.19% Add +5.4% 21,585 $13.3M
Cypress Capital Group 1.66% Add +6.0% 21,560 $13.3M
Evanson Asset Management, LLC 0.83% Add +0.8% 21,536 $13.3M
Ullmann Wealth Partners Group, LLC 1.57% Add +0.1% 21,524 $13.3M
Greenvale Capital LLP 1.19% Add +33.1% 21,500 $13.3M
New Wave Wealth Advisors LLC 5.63% Reduce -8.5% 21,455 $13.3M
Great Lakes Advisors, LLC 0.11% Reduce -6.6% 21,447 $13.3M
Schnieders Capital Management LLC 2.34% Reduce -2.1% 21,441 $13.2M
Monetta Financial Services Inc. 9.56% No change 21,300 $13.2M
Industrial Alliance Investment Management Inc. 8.84% Reduce -5.5% 21,269 $13.1M
Wealthedge Investment Advisors, LLC 5.49% Reduce -9.2% 21,250 $13.1M
Ramiah Investment Group 14.12% Add +32.0% 21,238 $13.1M
Comprehensive Financial Management LLC 0.37% No change 21,142 $13.1M
Coppell Advisory Solutions LLC 1.55% Add +39.8% 21,297 $13.1M
Safe Harbor Fiduciary, LLC 12.27% Reduce -31.3% 21,173 $13.1M
Appleton Partners Inc. 0.93% Reduce -3.0% 21,169 $13.1M
SlateStone Wealth, LLC 1.22% Add +0.3% 21,143 $13.1M
MMBG Investment Advisors Co. 1.30% Reduce -8.5% 21,069 $13.1M
Intrust Bank NA 1.16% No change 21,103 $13.0M
Moody LYNN Lieberson & Walker, LLC 0.75% Reduce -1.1% 20,980 $13.0M
Ryan Investment Management, Inc. 8.28% — 20,979 $13.0M
Foresight Capital Management Advisors, Inc. 7.54% Reduce -0.9% 20,957 $12.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.79% Add +43.0% 20,933 $12.9M
Logan Stone Capital, LLC 6.07% Add +85.3% 20,876 $12.9M
RPS Advisory Solutions LLC 7.06% Add +595.3% 20,846 $12.9M
Cyndeo Wealth Partners, LLC 0.76% Add +55.4% 20,825 $12.9M
Ameritas Advisory Services, LLC 0.67% Reduce -45.0% 20,811 $12.9M
LWM Advisory Services, LLC 8.86% Add +4.8% 20,790 $12.8M
Douglass Winthrop Advisors, LLC 0.23% Reduce -1.1% 20,736 $12.8M
Transce3nd, LLC 5.39% Add +276.1% 20,570 $12.8M
First Trust Advisors LP 0.01% Add +103.1% 20,575 $12.7M
Compass Ion Advisors, LLC 1.37% Reduce -2.8% 20,544 $12.7M
Surience Private Wealth LLC 11.91% Add +2008.6% 20,517 $12.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.36% Add +0.1% 20,382 $12.6M
Main Street Financial Solutions, LLC 0.91% Add +5.4% 20,340 $12.6M
Vertex Planning Partners, LLC 2.62% Reduce -9.4% 20,335 $12.6M
Ami Investment Management Inc. 3.24% Reduce -2.3% 20,314 $12.6M
KG Capital Management 3.70% Add +1.2% 20,298 $12.5M
Retireful, LLC 8.63% New 20,261 $12.5M
Tsfg, LLC 2.26% Reduce -1.1% 20,225 $12.5M
Custos Family Office, LLC 3.98% Reduce -7.4% 20,211 $12.5M
BlueChip Wealth Advisors LLC 5.13% Add +1.6% 20,200 $12.5M
CRA Financial Services, LLC 1.90% Add +18.3% 20,100 $12.4M
Level Four Advisory Services, LLC 0.46% Reduce -5.7% 20,092 $12.4M
Ferguson Wellman Capital Management, Inc. 0.22% Reduce -1.4% 20,088 $12.4M
Financial Guidance Group, Inc. 6.01% Add +0.3% 20,030 $12.4M
Sequent Asset Management, LLC 9.87% Add +55.4% 20,012 $12.4M
Lockheed Martin Investment Management Co. 0.45% No change 20,000 $12.4M
Luken Investment Analytics, LLC 5.42% Reduce -0.8% 19,997 $12.4M
Fayez Sarofim & Co 0.03% Reduce -65.5% 19,991 $12.4M
Orange Investment Advisors, Inc. 1.35% Reduce -6.3% 19,905 $12.3M
Gunma Bank,Ltd. 4.01% No change 19,900 $12.3M
Silver Oak Securities, Incorporated 1.02% Add +40.7% 19,875 $12.3M
Principal Securities, Inc. 0.23% Add +11.8% 19,872 $12.3M
Mayflower Financial Advisors, LLC 1.71% Reduce -10.4% 19,871 $12.3M
Sound View Wealth Advisors Group, LLC 0.90% Add +2.0% 19,786 $12.2M
Schrum Private Wealth Management LLC 9.80% Reduce -1.1% 19,785 $12.2M
Sfmg, LLC 0.92% Reduce -4.4% 19,767 $12.2M
Trust Point Inc. 1.15% Reduce -2.9% 19,753 $12.2M
MidAtlantic Capital Management, Inc. 8.65% Add +0.5% 19,727 $12.2M
Union Savings Bank 5.58% Reduce -3.2% 19,204 $12.1M
Good Life Advisors, LLC 0.76% Reduce -8.5% 19,646 $12.1M
Northside Capital Management, LLC 0.93% Add +213.2% 19,641 $12.1M
Nations Financial Group Inc, /Ia/ 0.83% Add +0.6% 19,635 $12.1M
Ancora Advisors LLC 0.25% Reduce -1.9% 19,633 $12.1M
First Washington CORP 3.91% Add +34.1% 19,628 $12.1M
Boxwood Ventures, Inc. 15.68% No change 19,550 $12.1M
LVM Capital Management Ltd. 1.26% Reduce -7.7% 19,588 $12.1M
Bigelow Investment Advisors, LLC 5.32% Reduce -8.2% 19,549 $12.1M
Obermeyer Wealth Partners 0.60% Add +13.1% 19,519 $12.1M
Global Financial Private Client, LLC 4.52% Add +0.9% 19,495 $12.0M
Balboa Wealth Partners 2.42% Reduce -5.9% 19,493 $12.0M
Bedel Financial Consulting, Inc. 1.64% Reduce -0.1% 19,488 $12.0M
TFO Wealth Partners, LLC 2.12% Add +0.4% 19,461 $12.0M
Channel Wealth LLC 3.39% Add +0.6% 19,379 $12.0M
Biltmore Family Office, LLC 2.02% Reduce -21.0% 19,297 $12.0M
Aries Wealth Management 3.12% Reduce -3.2% 19,344 $12.0M
Quadcap Wealth Management, LLC 1.52% Add +3.1% 19,341 $11.9M
Lansing Street Advisors 3.56% Add +9.0% 19,267 $11.9M
Paulson Wealth Management Inc. 3.09% Reduce -2.9% 19,316 $11.9M
First Merchants Corp. 0.46% Reduce -0.9% 19,313 $11.9M
Edge Financial Advisors LLC 6.27% Add +0.1% 19,256 $11.9M
Confluence Investment Management LLC 0.17% Reduce -50.0% 19,222 $11.9M
Sassicaia Capital Advisers LLC 7.43% Add +910.5% 19,200 $11.9M
Lazard Asset Management LLC 0.02% Reduce -39.2% 19,193 $11.9M
ORG Partners LLC 2.60% Add +19.0% 19,184 $11.9M
GQG Partners LLC 0.02% Add +89.1% 19,184 $11.9M
Badgley Phelps Wealth Managers, LLC 0.26% Reduce -3.1% 19,120 $11.8M
Seeds Investor LLC 2.78% Add +220.3% 19,143 $11.8M
Rothschild Wealth LLC 2.89% Reduce -1.1% 19,057 $11.8M
Varma Mutual Pension Insurance Co 0.09% New 19,000 $11.7M
Stark Wealth Management LLC 16.74% Add +1948.9% 21,780 $11.7M
Waterloo Capital, L.P. 0.95% Add +29.3% 18,932 $11.7M
Triglav Investments, D.O.O. 0.84% Reduce -6.1% 18,915 $11.7M
Nixon Peabody Trust Co. 0.91% Reduce -4.7% 18,914 $11.7M
Wealth Dimensions Group, Ltd. 2.57% Add +0.9% 18,839 $11.6M
Oxler Private Wealth LLC 3.66% Reduce -0.8% 18,835 $11.6M
Strategic Family Wealth Counselors, L.L.C. 3.31% Reduce -1.1% 18,821 $11.6M
L.M. Kohn & Company 3.13% Reduce -7.0% 18,805 $11.6M
Wedmont Private Capital 0.50% Add +16.2% 18,608 $11.6M
Hillcrest Wealth Advisors - NY, LLC 5.46% Reduce -2.0% 18,793 $11.6M
Lee, Kelleher & Klein Wealth Management 7.71% Reduce -2.5% 18,784 $11.6M
Symphony Financial, Ltd. Co. 1.51% Add +1213.0% 7,852 $11.6M
Cordant, Inc. 5.56% Reduce -1.2% 18,634 $11.5M
Second Half Financial Partners, LLC 5.41% Add +84.2% 18,589 $11.5M
Qalhat Capital Ltd 1.63% No change 18,585 $11.5M
MorganRosel Wealth Management, LLC 3.13% Add +0.2% 18,552 $11.5M
First National Bank of Omaha 0.74% Reduce -3.8% 18,548 $11.5M
Berkshire Asset Management LLC 0.52% Reduce -1.8% 18,531 $11.4M
Northern Financial Advisors Inc 8.57% Reduce -0.9% 18,469 $11.4M
Constant Guidance Financial LLC 11.44% Reduce -6.9% 18,409 $11.4M
Vista Investment Partners LLC 3.27% Add +0.3% 18,376 $11.4M
Weil Company, Inc. 2.99% Reduce -48.1% 18,359 $11.3M
Mather Group, Llc. 0.12% Add +1.1% 18,341 $11.3M
Zurich Insurance Group Ltd 0.09% Reduce -13.3% 18,239 $11.3M
Advisor OS, LLC 1.11% Reduce -24.3% 18,320 $11.3M
Van Hulzen Asset Management, LLC 0.94% Reduce -1.0% 18,277 $11.3M
Schroder Investment Management Group 0.01% Add +18.7% 18,195 $11.2M
Principle Wealth Partners LLC 0.70% Add +0.1% 18,190 $11.2M
Chilton Investment Co. Inc. 0.25% Reduce -18.4% 18,156 $11.2M
Baker Avenue Asset Management, LP 0.32% Reduce -0.8% 18,144 $11.2M
Bensler, LLC 1.25% Add +2.1% 18,054 $11.2M
Ascent Group, LLC 0.43% Add +0.1% 17,995 $11.1M
NBW Capital LLC 2.40% Reduce -1.8% 17,987 $11.1M
Caliber Wealth Management, LLC / KS 1.19% Reduce -11.6% 17,985 $11.1M
First Hawaiian Bank 1.51% No change 17,968 $11.1M
Vienna Asset Management LLC 7.64% Add +18.4% 17,938 $11.1M
LMG Wealth Partners, LLC 2.27% Add +7.9% 17,900 $11.1M
Cavalier Investments, LLC 3.34% Reduce -13.2% 17,855 $11.0M
First Foundation Advisors 0.41% Reduce -13.2% 17,840 $11.0M
Planning Alternatives Ltd. 1.53% Reduce -3.1% 17,830 $11.0M
Canopy Partners, LLC 4.03% Reduce -0.3% 17,797 $11.0M
NORTHSTAR ASSET MANAGEMENT Co 2.53% Reduce -0.3% 17,768 $11.0M
J. W. Coons Advisors, LLC 2.48% Reduce -0.2% 17,764 $11.0M
SpringVest Wealth Management LLC 8.88% Add +1.7% 17,706 $11.0M
Mission Creek Capital Partners, Inc. 2.43% Reduce -3.8% 17,721 $10.9M
Iams Wealth Management, LLC 5.03% Add +2.6% 17,720 $10.9M
Zhang Financial LLC 0.50% Add +5.8% 17,654 $10.9M
Cornell Pochily Investment Advisors, Inc. 3.56% Add +2.3% 17,631 $10.9M
Impact Partnership Wealth, LLC 2.01% Add +34.6% 17,618 $10.9M
Sage Capital Advisors,llc 2.69% Add +0.2% 17,608 $10.9M
Capital Advisors Wealth Management, LLC 1.71% Add +5.7% 17,572 $10.9M
CPC Advisors, LLC 1.36% Add +126.8% 17,554 $10.8M
Prism Advisors, Inc. 3.08% Reduce -0.3% 17,509 $10.8M
Eagle Strategies LLC 1.65% Add +4.8% 17,491 $10.8M
Atlas Capital Advisors Inc. 1.32% Reduce -4.7% 17,470 $10.8M
Wernau Asset Management Inc. 12.16% Reduce -2.6% 17,408 $10.8M
Plancorp, LLC 0.37% Reduce -1.4% 17,391 $10.7M
Oxinas Partners, LLC 5.50% Add +36.8% 17,352 $10.7M
AGH Wealth Advisors, LLC 8.82% Add +74.6% 17,320 $10.7M
Ascent Wealth Partners, LLC 1.32% Add +169.2% 17,326 $10.7M
Elios Financial Group Inc. 4.85% Reduce -5.7% 17,301 $10.7M
Codex Capital Asset Management L.L.C. 4.27% No change 17,270 $10.7M
Sage Mountain Advisors LLC 0.69% Reduce -2.1% 17,256 $10.7M
Turtle Creek Wealth Advisors, LLC 1.26% Add +64.0% 17,252 $10.7M
Edgewood Management LLC 0.03% Reduce -26.8% 17,198 $10.6M
Frazier Financial Advisors, LLC 7.49% Add +1.5% 17,178 $10.6M
Roger Wittlin Investment Advisory, LLC 5.92% Reduce -6.8% 17,176 $10.6M
IronBridge Private Wealth, LLC 3.69% Reduce -0.3% 17,131 $10.6M
PFM Health Sciences, LP 0.94% New 17,129 $10.6M
1248 Management, LLC 3.90% No change 17,033 $10.6M
Nwam LLC 0.61% Add +180.3% 16,832 $10.6M
MinichMacGregor Wealth Management, LLC 2.25% Reduce -22.2% 17,039 $10.5M
Arlington Trust Co LLC 2.05% Reduce -0.1% 16,996 $10.5M
Moloney Securities Asset Management, LLC 1.30% Add +0.7% 16,994 $10.5M
Sora Investors LLC 0.95% New 16,965 $10.5M
Debussy Capital Management LP 1.57% Add +5.4% 16,957 $10.5M
CFM Wealth Partners LLC 1.67% Reduce -1.2% 16,949 $10.5M
Godsey & Gibb, Inc. 0.98% Reduce -2.1% 16,944 $10.5M
Davies Financial Advisors, Inc. 8.12% Reduce -3.9% 16,923 $10.5M
Clifford Swan Investment Counsel LLC 0.37% Reduce -0.0% 16,870 $10.4M
Caerus Investment Advisors, LLC 9.92% Reduce -6.7% 16,835 $10.4M
Cannell & Spears LLC 0.21% Add +9.5% 16,826 $10.4M
Winthrop Capital Management, LLC 2.62% Reduce -2.5% 16,758 $10.4M
Forum Financial Management, LP 0.16% Add +2.3% 16,737 $10.3M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 18.26% Reduce -79.3% 16,717 $10.3M
waypoint wealth counsel 5.12% Add +8.3% 16,711 $10.3M
Banque Cantonale Vaudoise 0.42% Add +4.8% 16,652 $10.3M
Paragon Capital Management Ltd 1.89% Reduce -0.3% 16,640 $10.3M
Ingalls & Snyder LLC 0.37% Add +352.3% 16,631 $10.3M
X-Square Capital, LLC 3.69% Add +6.5% 16,622 $10.3M
Peddock Capital Advisors, LLC 2.37% Reduce -0.1% 16,616 $10.3M
Sigma Investment Counselors Inc. 0.56% Add +1.7% 16,593 $10.3M
Zevin Asset Management LLC 1.47% Add +5.1% 16,586 $10.2M
Coastal Bridge Advisors, LLC 0.85% Add +10.6% 16,782 $10.2M
F/m Investments LLC 0.37% Add +10.0% 16,561 $10.2M
Summit Wealth Partners, LLC 1.95% Add +8.9% 16,551 $10.2M
Cordatus Wealth Management LLC 2.51% Reduce -5.9% 16,518 $10.2M
Diversified Enterprises, LLC 0.76% Add +44.2% 16,435 $10.2M
First Citizens Bank & Trust Co. 0.18% Reduce -9.4% 16,419 $10.1M
RB Capital Management, LLC 2.38% Add +3.8% 16,298 $10.1M
Marquette Associates, Inc. 9.87% Add +0.8% 16,296 $10.1M
MGB Wealth Management, LLC 3.31% Add +19.6% 16,313 $10.1M
QRG Capital Management, Inc. 0.09% Add +10.8% 16,260 $10.0M
Lyell Wealth Management, LP 0.79% Reduce -15.5% 16,241 $10.0M
Roman Butler Fullerton & Co. 2.96% Add +111.7% 15,726 $10.0M
E Fund Management (Hong Kong) Co., Ltd. 9.63% Reduce -4.2% 16,209 $10.0M
E Fund Management Co., Ltd. 0.48% Reduce -4.2% 16,209 $10.0M
Legacy Edge Advisors, LLC 1.34% Reduce -0.9% 16,183 $10.0M
Next Level Private LLC 3.25% Reduce -0.4% 16,138 $10.0M
Empirical Asset Management, LLC 3.08% Add +12.2% 16,130 $10.0M
RMR Wealth Builders 0.91% Add +5.4% 16,129 $10.0M
Courier Capital LLC 0.60% Add +0.5% 16,109 $10.0M
Canandaigua National Trust Co of Florida 7.07% Add +9.8% 16,084 $9.9M
Old North State Trust, LLC 6.79% Reduce -1.2% 16,073 $9.9M
Van Cleef Asset Management,Inc 1.07% Reduce -2.9% 16,051 $9.9M
Performance Wealth Partners, LLC 0.32% Add +5.4% 16,041 $9.9M
CGN Advisors LLC 0.88% Reduce -0.6% 16,014 $9.9M
Nelson Capital Management, LLC 1.30% Add +2.7% 15,950 $9.9M
Perritt Capital Management Inc 5.08% Reduce -0.1% 15,942 $9.8M
Ackerman Asset Management, LLC 7.87% Reduce -0.0% 15,908 $9.8M
StoneX Group Inc. 0.48% Reduce -7.3% 15,781 $9.8M
Heritage Wealth Advisors 0.46% Reduce -5.3% 15,811 $9.8M
Peak Asset Management, LLC 1.79% Reduce -0.4% 15,798 $9.8M
Community Bank, N.A. 1.28% Reduce -1.0% 15,794 $9.8M
KKM Financial LLC 3.39% Add +10.3% 15,761 $9.8M
Jackson Square Capital, LLC 2.16% Add +166.4% 15,766 $9.7M
Warwick Investment Management, Inc. 1.88% Reduce -11.5% 15,711 $9.7M
SeaCrest Wealth Management, LLC 1.05% Reduce -1.2% 15,706 $9.7M
Pasadena Private Wealth, LLC 1.66% Reduce -11.3% 15,692 $9.7M
Atlatl Advisers LLC 4.58% New 15,684 $9.7M
Pittenger & Anderson Inc. 0.35% Reduce -5.2% 15,677 $9.7M
St. Johns Investment Management Company, LLC 4.44% Reduce -10.1% 15,663 $9.7M
Avantax Planning Partners, Inc. 0.31% Add +7.5% 15,647 $9.7M
Cerro Pacific Wealth Advisors LLC 2.68% Add +24.3% 15,630 $9.7M
Cypress Wealth Services, LLC 1.73% Add +26.7% 15,596 $9.6M
Hedeker Wealth, LLC 2.22% Add +0.5% 15,417 $9.5M
Schear Investment Advisers, LLC 4.71% Add +2207.0% 15,411 $9.5M
Keystone Wealth Services, LLC 2.28% Reduce -4.8% 15,320 $9.5M
Betterment LLC 0.02% Add +6.0% 15,318 $9.5M
Enterprise Bank & Trust Co 3.53% Reduce -0.6% 15,296 $9.5M
Greenwood Gearhart LLC 0.59% Add +3.2% 15,290 $9.4M
MRWM Advisors, LLC 5.91% Reduce -2.6% 15,290 $9.4M
GenWealth Group, Inc. 1.90% Reduce -0.8% 15,285 $9.4M
Blue Trust, Inc. 0.11% Reduce -5.0% 15,233 $9.4M
First International Bank of Israel Ltd. 5.54% — 15,227 $9.4M
Towercrest Capital Management 1.68% Add +4.8% 15,226 $9.4M
Global Strategic Investment Solutions, LLC 1.00% No change 15,169 $9.4M
Valmark Advisers, Inc. 0.13% Add +4.5% 15,124 $9.3M
Lowery Thomas, LLC 5.97% Reduce -0.3% 15,100 $9.3M
Wealth Alliance, LLC 1.04% Add +3.3% 15,044 $9.3M
Wilmar Advisors LLC 8.89% No change 15,000 $9.3M
Tandem Financial, LLC 8.70% Add +83.1% 14,950 $9.3M
Venturi Wealth Management, LLC 0.46% Add +11.3% 14,938 $9.2M
Smith & Howard Wealth Management, LLC 2.34% Add +1.4% 14,919 $9.2M
Roundview Capital LLC 0.62% Add +0.3% 14,903 $9.2M
Columbia Asset Management 1.81% Add +3.5% 14,901 $9.2M
TCI Wealth Advisors, Inc. 0.63% Add +59.7% 14,873 $9.2M
Pinnacle Financial Group, LLC / IL 3.06% Reduce -0.3% 14,812 $9.2M
Nvest Financial, LLC 4.76% Add +5.8% 14,796 $9.1M
Westmount Partners, LLC 2.51% Add +0.9% 14,794 $9.1M
Triumph Capital Management 2.74% Reduce -8.6% 14,754 $9.1M
Exencial Wealth Advisors, LLC 0.32% Reduce -10.8% 14,729 $9.1M
Trust Co. of Vermont 0.43% Add +10.0% 14,668 $9.1M
Quadrant Private Wealth Management, LLC 1.87% Add +1.8% 14,577 $9.0M
Burling Wealth Partners, LLC 1.66% Add +69.0% 14,542 $9.0M
Procyon Advisors, LLC 0.85% Reduce -62.1% 14,524 $9.0M
First American Bank 0.61% Add +0.7% 14,478 $8.9M
Bolthouse Investments, LLC 8.85% Add +4.8% 14,464 $8.9M
Citizens Business Bank 1.73% Reduce -7.2% 14,421 $8.9M
Successful Portfolios LLC 5.46% Reduce -0.7% 14,380 $8.9M
Harbor Investment Advisory, LLC 0.79% Add +7.5% 14,374 $8.9M
FAS Wealth Partners, Inc. 0.65% Add +5.9% 14,322 $8.8M
Legacy Trust 2.15% Reduce -46.0% 14,176 $8.8M
Goelzer Investment Management, Inc. 0.48% Reduce -1.4% 14,140 $8.7M
NBT Bank, N.A. 0.60% Reduce -9.7% 14,139 $8.7M
Jupiter Wealth Management LLC 4.41% Reduce -0.9% 13,538 $8.7M
Carret Asset Management, LLC 0.93% Reduce -1.8% 14,111 $8.7M
Plum Street Advisors, LLC 3.84% Reduce -3.9% 14,088 $8.7M
Latko Wealth Management, Ltd. 4.89% Reduce -0.8% 14,070 $8.7M
Creative Financial Designs Inc. 0.63% Add +5.6% 14,068 $8.7M
Cannon Advisors, Inc. 6.99% Reduce -17.3% 14,046 $8.7M
Cambridge Associates LLC /Ma/ 0.19% Reduce -33.6% 14,034 $8.7M
Linscomb Wealth, Inc. 0.40% Reduce -6.6% 14,014 $8.7M
Waddell & Associates, LLC 0.92% Add +0.9% 14,010 $8.7M
Colorado Capital Management, Inc. 3.70% No change 13,991 $8.6M
JTC Employer Solutions Trustee Ltd 0.82% No change 13,992 $8.6M
CVFG LLC 6.86% Add +2.5% 13,987 $8.6M
Vision Financial Markets LLC 8.13% Add +0.2% 13,950 $8.6M
IRON Financial LLC 4.56% Add +0.8% 13,945 $8.6M
Symmetry Investments LP 0.72% Reduce -58.5% 13,916 $8.6M
Clear Creek Financial Management, LLC 0.82% Add +18.7% 13,889 $8.6M
Tactive Advisors, LLC 2.78% — 13,892 $8.6M
Ignite Planners, LLC 1.49% Reduce -0.1% 13,657 $8.6M
Voya Investment Management LLC 0.01% Reduce -28.3% 13,798 $8.5M
Etesian Wealth Advisors, Inc. 3.18% Add +2.6% 13,794 $8.5M
Tyler-Stone Wealth Management 1.37% Reduce -8.0% 13,786 $8.5M
Sitrin Capital Management LLC 4.34% Add +5.0% 13,740 $8.5M
International Private Wealth Advisors LLC 7.29% Add +11.5% 13,755 $8.5M
Leo Wealth, LLC 0.66% Add +17.5% 13,750 $8.5M
J. Goldman & Co LP 0.27% Reduce -22.3% 13,721 $8.5M
CMG Global Holdings, LLC 4.46% Add +29.0% 13,294 $8.5M
Aspen Wealth Management LLC 2.10% Add +2.7% 13,695 $8.5M
Abner Herrman & Brock LLC 0.94% Reduce -7.7% 13,695 $8.5M
Washington Capital Management, Inc. 6.29% No change 13,671 $8.4M
Washington Trust Advisors, Inc. 0.68% Add +2.4% 13,624 $8.4M
ZWJ Investment Counsel Inc. 0.31% Reduce -0.0% 13,594 $8.4M
Frisco Financial Planning LLC 7.64% Reduce -0.3% 13,587 $8.4M
Balefire, LLC 1.82% Add +203.3% 13,580 $8.4M
Capital Investment Advisory Services, LLC 0.68% Add +6.6% 13,524 $8.4M
Krilogy Financial LLC 0.48% Add +12.5% 13,437 $8.3M
Madrid Financial Services 5.62% Add +6.2% 13,435 $8.3M
Clear Street LLC 0.05% Reduce -1.9% 13,408 $8.3M
Cozad Asset Management Inc. 0.72% Reduce -0.8% 13,371 $8.3M
Capital Wealth Management, LLC 3.08% Reduce -0.5% 13,369 $8.3M
Brightwater Advisory LLC 5.92% Reduce -0.5% 13,330 $8.2M
Atom Investors LP 0.73% Add +37.0% 13,308 $8.2M
Camarda Financial Advisors, LLC 3.22% Reduce -67.0% 13,250 $8.2M
FWG Holdings, LLC 3.85% Reduce -4.0% 12,967 $8.2M
Two Sigma Securities, LLC 1.01% Add +121.0% 13,232 $8.2M
Sunbelt Securities, Inc. 0.72% Reduce -10.4% 13,874 $8.1M
Collective Family Office LLC 2.08% Reduce -0.6% 13,138 $8.1M
Peregrine Asset Advisers, Inc. 2.53% Reduce -13.0% 13,117 $8.1M
Legacy Capital Wealth Partners, LLC 1.84% Reduce -16.8% 63,014 $8.1M
Blueprint Investment Partners LLC 1.43% Add +17.6% 13,066 $8.1M
Raleigh Capital Management Inc. 3.38% Add +40.9% 13,039 $8.1M
Glassman Wealth Services 1.23% Add +3.3% 13,007 $8.0M
Summit Wealth & Retirement Planning, Inc. 2.16% Reduce -0.2% 13,000 $8.0M
First City Capital Management, Inc. 4.63% Reduce -0.1% 12,974 $8.0M
WBH Advisory Inc. 0.68% Reduce -12.0% 12,974 $8.0M
Motiv8 Investments LLC 4.87% Add +9.4% 12,887 $8.0M
Certified Advisory Corp 0.83% Add +4.0% 12,882 $8.0M
Operose Advisors LLC 2.24% Reduce -30.4% 12,872 $8.0M
Midwestern Financial, LLC 7.44% — 12,849 $7.9M
Lewis Asset Management, LLC 3.72% New 12,810 $7.9M
Autumn Glory Partners, LLC 3.70% Add +16.1% 12,790 $7.9M
M.D. Sass, LLC 0.64% Add +16.5% 12,790 $7.9M
Rehmann Capital Advisory Group 0.48% Add +8.7% 12,783 $7.9M
AlphaStar Capital Management, LLC 0.55% Reduce -7.2% 12,731 $7.9M
Annex Advisory Services, LLC 0.19% Add +15.7% 12,730 $7.9M
Bank of New Hampshire 1.95% Add +1.8% 12,721 $7.9M
Quent Capital, LLC 0.76% Reduce -19.9% 12,713 $7.9M
World Equity Group, Inc. 2.14% Reduce -2.6% 12,687 $7.8M
Corundum Group, Inc. 3.46% Add +0.8% 12,668 $7.8M
Annandale Capital, LLC 1.44% Reduce -11.3% 12,662 $7.8M
Savoie Capital LLC 0.97% Add +0.9% 12,613 $7.8M
Florida Financial Advisors, LLC 1.89% Add +4.4% 12,597 $7.8M
NWF Advisory Services Inc. 0.93% Add +11.7% 12,593 $7.8M
American Trust 0.73% Add +270.1% 12,568 $7.8M
Bar Harbor Wealth Management 0.50% Add +3.7% 12,545 $7.8M
Burns J W & Co. Inc. 0.94% Add +15.4% 12,527 $7.7M
Cassaday & Co Wealth Management LLC 0.19% Add +9.4% 12,527 $7.7M
Farmers & Merchants Investments Inc. 0.23% Reduce -2.5% 12,524 $7.7M
Private Client Services, LLC 3.00% Add +14.5% 12,478 $7.7M
Moody National Bank Trust Division 0.70% Add +0.1% 12,450 $7.7M
Veracity Capital LLC 2.67% Reduce -1.8% 12,450 $7.7M
Kanawha Capital Management LLC 0.57% Reduce -0.3% 12,430 $7.7M
Blue Fin Capital, Inc. 1.31% Reduce -19.1% 12,423 $7.7M
Topsail Wealth Management, LLC 1.40% Add +4.3% 12,418 $7.7M
Novem Group 0.97% Add +11.8% 12,406 $7.7M
Aurora Private Wealth, Inc. 5.66% Reduce -13.0% 12,385 $7.7M
Lighthouse Investment Partners, LLC 0.33% Add +2.9% 12,351 $7.6M
Strategy Asset Managers LLC 1.42% Add +1.8% 12,312 $7.6M
Northeast Financial Group, Inc. 2.41% Add +39.3% 12,302 $7.6M
New Age Alpha Advisors, LLC 0.33% Add +4.8% 12,287 $7.6M
Ameliora Wealth Management Ltd. 2.71% Reduce -0.5% 12,248 $7.6M
Colony Family Offices, LLC 1.96% Add +44.5% 12,208 $7.6M
Aspire Capital Advisors LLC 2.09% Add +1.4% 12,229 $7.6M
HBK Sorce Advisory LLC 0.20% Add +6.8% 12,225 $7.6M
Sage Capital Management, LLC 3.63% Add +1.4% 12,221 $7.6M
Covenant Asset Management, LLC 1.55% Add +3.6% 12,208 $7.5M
EWG Elevate Inc. 2.32% Reduce -50.3% 12,205 $7.5M
Cliffwater LLC 1.55% No change 12,204 $7.5M
Holocene Advisors, LP 0.02% Reduce -69.5% 12,192 $7.5M
Tandem Investment Partners LLC 6.57% Reduce -10.6% 12,185 $7.5M
GPS Wealth Strategies Group, LLC 0.87% Add +1.4% 12,163 $7.5M
Intrua Financial, LLC 1.08% Add +26.5% 12,159 $7.5M
Perennial Advisors, LLC 1.40% Add +8.8% 12,144 $7.5M
Avity Investment Management Inc. 0.55% Reduce -0.3% 12,088 $7.5M
XY Planning Network, Inc. 2.54% Add +2531.4% 12,078 $7.5M
FreeGulliver LLC 3.44% No change 12,073 $7.5M
Maseco LLP 0.28% — 12,060 $7.5M
GeoWealth Management, LLC 0.29% Add +11.7% 12,044 $7.4M
DBK Financial Counsel, LLC 6.73% Reduce -1.3% 12,044 $7.4M
Redwood Investment Management, LLC 0.79% Reduce -27.1% 12,025 $7.4M
Patten Group, Inc. 1.57% Reduce -4.0% 12,017 $7.4M
Cornerstone Advisors Asset Management, LLC 1.43% Add +1.6% 11,999 $7.4M
Guardian Partners Inc. 0.66% Add +2.0% 11,820 $7.4M
KFA Private Wealth Group, LLC 2.28% Reduce -0.5% 11,928 $7.4M
Redwood Park Advisors LLC 5.64% Add +5.6% 11,903 $7.4M
Gratus Wealth Advisors, LLC 1.11% Add +1.1% 11,888 $7.3M
Ssa Swiss Advisors AG 3.54% Reduce -28.3% 11,629 $7.3M
PGIM Custom Harvest LLC 0.15% Reduce -2.4% 11,864 $7.3M
Nicolet Advisory Services, LLC 0.62% Add +0.9% 11,746 $7.3M
ORBA Wealth Advisors, L.L.C. 6.63% Reduce -48.5% 11,786 $7.3M
Key Client Fiduciary Advisors, LLC 2.98% Add +3.8% 11,762 $7.3M
ArchPoint Investors 2.13% Add +78.1% 11,719 $7.3M
Retirement Planning Group, LLC 0.31% Add +26.0% 11,729 $7.2M
Pinnacle Wealth Planning Services, Inc. 0.95% Add +13.5% 11,698 $7.2M
Bragg Financial Advisors, Inc 0.26% Add +0.8% 11,648 $7.2M
Prudential PLC 0.04% Reduce -15.8% 11,648 $7.2M
Invenio Wealth Partners LLC 2.86% Reduce -0.4% 11,629 $7.2M
Millington Financial Advisors, LLC 3.62% Add +2.4% 11,299 $7.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.39% Add +22.0% 11,593 $7.2M
Audent Global Asset Management, LLC 5.11% Add +1.8% 11,554 $7.2M
Michels Family Financial, LLC 6.10% Add +0.6% 11,584 $7.2M
Vishria Bird Financial Group, LLC 2.38% Reduce -0.2% 11,576 $7.2M
Schneider Downs Wealth Management Advisors, LP 1.07% Add +99.1% 11,552 $7.1M
Trek Financial, LLC 0.48% Reduce -17.0% 11,550 $7.1M
RFG Advisory, LLC 0.17% Reduce -10.0% 11,546 $7.1M
Truepoint, Inc. 0.18% Reduce -0.2% 11,545 $7.1M
Amplius Wealth Advisors, LLC 0.66% Add +2.1% 11,490 $7.1M
Providence First Trust Co 2.51% Add +0.0% 11,487 $7.1M
Trivium Point Advisory, LLC 0.77% Add +6.0% 11,439 $7.1M
Port Capital LLC 0.30% Reduce -2.3% 11,419 $7.1M
Market Street Wealth Management Advisors LLC 1.15% Reduce -2.4% 11,381 $7.0M
Ibex Wealth Advisors 0.75% Add +29.1% 11,368 $7.0M
Clare Market Investments LLC 1.56% Reduce -15.9% 11,355 $7.0M
Oliver Luxxe Assets LLC 1.25% Reduce -5.5% 11,329 $7.0M
Checchi Capital Advisers, LLC 0.49% Add +105.9% 11,308 $7.0M
JFG Wealth Management, LLC 1.46% Add +5.7% 11,286 $7.0M
Petros Family Wealth, LLC 6.35% Add +12.3% 11,255 $7.0M
West Bancorporation Inc. 4.39% Reduce -5.7% 11,246 $6.9M
Keeler & Nadler Financial Planning & Wealth Management 2.78% Add +2.6% 11,230 $6.9M
BTC Capital Management, Inc. 0.57% No change 11,227 $6.9M
Centennial Bank 2.90% Add +17.9% 11,204 $6.9M
Asset Dedication, LLC 0.50% Add +8.3% 11,203 $6.9M
Verus Capital Partners, LLC 0.62% Add +5.1% 11,196 $6.9M
Fulcrum Equity Management 7.09% Add +113.5% 11,177 $6.9M
SageView Advisory Group, LLC 0.26% Reduce -0.7% 10,837 $6.9M
Ashford Capital Management Inc. 0.81% Reduce -0.1% 11,169 $6.9M
Madison Park Capital Advisors, LLC 5.80% Add +12.5% 11,149 $6.9M
Panagora Asset Management Inc. 0.03% Reduce -21.9% 11,108 $6.9M
Elyxium Wealth, LLC 2.57% Reduce -0.6% 11,093 $6.9M
Simplicity Wealth,LLC 0.29% Add +19.2% 11,091 $6.9M
Grey Ledge Advisors, LLC 1.68% Reduce -0.4% 11,082 $6.8M
Tempus Wealth Planning, LLC 1.70% Add +23.1% 11,069 $6.8M
Guidance Point Advisors, LLC 1.82% Reduce -0.1% 11,070 $6.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -1.8% 11,065 $6.8M
WestEnd Advisors, LLC 0.17% Reduce -42.9% 11,061 $6.8M
Meritage Portfolio Management 0.43% Reduce -5.8% 11,057 $6.8M
Turn8 Private Wealth Inc. 4.91% Add +832.6% 10,762 $6.8M
Intact Investment Management Inc. 0.23% No change 10,985 $6.8M
Pallas Capital Advisors LLC 0.26% Reduce -2.7% 10,978 $6.8M
TL Private Wealth 2.81% Add +0.7% 10,918 $6.8M
High Net Worth Advisory Group LLC 1.79% Add +1.4% 10,955 $6.8M
Alta Wealth Advisors LLC 3.19% Reduce -1.6% 10,954 $6.8M
Drexel Morgan & Co. 1.20% Add +4.5% 10,911 $6.7M
Smithfield Trust Co 0.32% Reduce -0.6% 10,902 $6.7M
Copperwynd Financial, LLC 1.68% Reduce -69.5% 10,897 $6.7M
Legacy PCG, LLC 4.30% Reduce -3.6% 10,869 $6.7M
DHK Financial Advisors, Inc. 3.84% Reduce -41.9% 10,782 $6.7M
Sierra Capital LLC 0.77% Reduce -0.4% 10,795 $6.7M
One Day In July LLC 0.60% Reduce -0.1% 10,779 $6.7M
Trust Co of the South 1.18% Add +0.4% 10,777 $6.7M
Solano Wealth Investment Advisors LLC 3.41% Add +4.9% 10,743 $6.6M
Howe & Rusling Inc. 0.49% Add +4.2% 10,713 $6.6M
OmniStar Financial Group, Inc. 4.95% Add +0.3% 10,707 $6.6M
Levin Capital Strategies, L.P. 0.65% Add +40.1% 10,695 $6.6M
Joseph P. Lucia & Associates, LLC 2.70% Add +17.7% 10,685 $6.6M
Founders Capital Management 3.95% Add +3.0% 10,658 $6.6M
One River Asset Management, LLC 25.69% New 10,682 $6.6M
Arrowroot Family Office, LLC 2.94% — 10,611 $6.6M
First American Trust, FSB 0.52% Reduce -18.1% 10,602 $6.6M
Dale Q Rice Investment Management Ltd 5.42% Reduce -46.9% 10,461 $6.5M
Wick Capital Partners, LLC 1.70% Reduce -96.0% 419 $6.5M
Armbruster Capital Management, Inc. 1.18% Reduce -2.0% 10,550 $6.5M
Round Rock Advisors LLC 1.12% Add +9.2% 10,546 $6.5M
Lockerman Financial Group, Inc. 8.76% Add +11.4% 10,532 $6.5M
Shoker Investment Counsel, Inc. 2.04% Reduce -3.9% 10,514 $6.5M
Founders Financial Alliance, LLC 1.48% Add +5.0% 10,504 $6.5M
Peoples Bank 4.00% Reduce -2.5% 10,472 $6.5M
Guyasuta Investment Advisors Inc. 0.40% Add +3.0% 10,447 $6.5M
Capital Analysts, LLC 0.21% Reduce -9.4% 10,442 $6.5M
Convergence Financial, LLC 1.11% Add +397.0% 10,432 $6.4M
Polymer Capital Management (HK) LTD 1.01% No change 10,429 $6.4M
Ellenbecker Investment Group 1.04% Reduce -11.2% 10,419 $6.4M
Fortitude Advisory Group L.L.C. 3.67% Reduce -0.3% 10,401 $6.4M
My Personal CFO, LLC 2.92% Add +0.0% 10,395 $6.4M
Brooklyn Investment Group 0.84% Reduce -8.3% 10,393 $6.4M
TruNorth Capital Management, LLC 1.43% Reduce -1.4% 10,386 $6.4M
Reyes Financial Architecture, Inc. 5.52% Reduce -67.5% 10,363 $6.4M
Nemes Rush Group LLC 0.70% Add +53.8% 10,357 $6.4M
Herbst Group, LLC 3.83% Add +8.4% 10,353 $6.4M
Cantor Fitzgerald Investment Advisors L.P. 0.45% Add +1.7% 10,304 $6.4M
Walkner Condon Financial Advisors LLC 1.17% Add +4.5% 10,294 $6.4M
Brookwood Investment Group LLC 1.02% Add +30.3% 10,274 $6.3M
Torque Asset Management LLC 2.80% New 10,274 $6.3M
Old Second National Bank of Aurora 1.38% Reduce -8.9% 10,263 $6.3M
Personal Cfo Solutions, LLC 1.17% Add +9.3% 10,251 $6.3M
Sharper & Granite LLC 2.40% Add +4.1% 10,191 $6.3M
Litman Gregory Wealth Management LLC 0.50% No change 10,221 $6.3M
Novak & Powell Financial Services, Inc. 4.38% Add +0.4% 10,220 $6.3M
Oder Investment Management, LLC 4.76% Reduce -3.9% 10,202 $6.3M
Hohimer Wealth Management, LLC 1.12% Add +0.0% 10,105 $6.2M
Absolute Capital Management, LLC 3.14% Add +3.3% 10,098 $6.2M
Latitude Advisors, LLC 3.14% Reduce -0.2% 10,098 $6.2M
Iowa State Bank 1.24% Reduce -11.1% 10,068 $6.2M
Crews Bank & Trust 0.98% Reduce -0.2% 10,049 $6.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.3% 10,033 $6.2M
Laird Norton Wetherby Trust Company, LLC 0.85% No change 10,000 $6.2M
WealthPlan Investment Management, LLC 0.45% Add +70.6% 10,025 $6.2M
Coastwise Capital Group, LLC 4.93% Add +22.2% 10,019 $6.2M
Paragon Associates & Paragon Associates II Joint Venture 9.82% New 10,000 $6.2M
Clearbridge Investments, LLC 0.01% Reduce -6.3% 10,001 $6.2M
Stairway Partners, LLC 0.35% Reduce -6.8% 10,000 $6.2M
Legacy Wealth Management, LLC 0.38% No change 9,991 $6.2M
Prevail Innovative Wealth Advisors, LLC 1.38% Reduce -9.9% 9,985 $6.2M
Weaver Capital Management LLC 1.52% Reduce -0.2% 9,962 $6.2M
Fire Capital Management LLC 3.90% Reduce -7.2% 9,953 $6.1M
Harvest Investment Services, LLC 1.37% Add +13.8% 9,942 $6.1M
White Pine Capital LLC 1.94% Add +0.9% 9,916 $6.1M
Cypress Financial Planning LLC 2.01% Reduce -0.4% 9,888 $6.1M
Naples Global Advisors, LLC 0.53% Reduce -1.2% 9,859 $6.1M
Global Trust Asset Management, LLC 3.26% Add +1.8% 9,842 $6.1M
Garde Capital, Inc. 0.33% Reduce -0.1% 9,835 $6.1M
Nautilus Advisors LLC 4.45% Add +1.0% 9,815 $6.1M
American Institute for Advanced Investment Management, LLP 4.28% Add +0.6% 9,804 $6.1M
New Republic Capital, LLC 2.14% Reduce -7.6% 9,765 $6.1M
Marks Group Wealth Management, Inc 0.56% Add +39.7% 9,787 $6.0M
HCR Wealth Advisors 0.71% Add +0.9% 9,776 $6.0M
Destiny Wealth Partners, LLC 0.81% Reduce -8.7% 9,758 $6.0M
Camelot Technology Advisors, Inc. 5.21% Reduce -0.7% 9,757 $6.0M
Fischer Investment Strategies, LLC 4.03% New 9,720 $6.0M
Bay Rivers Group 2.74% Reduce -2.7% 9,706 $6.0M
Sterneck Capital Management, LLC 3.04% Add +8.7% 9,691 $6.0M
LCNB Corp. 2.11% Reduce -3.2% 9,691 $6.0M
Decker Retirement Planning Inc. 3.47% Reduce -54.4% 9,682 $6.0M
Orca Investment Management, LLC 5.38% Add +0.6% 9,647 $6.0M
Novus Advisors, LLC 9.07% Reduce -22.9% 9,616 $5.9M
OneAscent Financial Services LLC 0.42% Reduce -8.0% 9,617 $5.9M
Kearns & Associates LLC 3.40% No change 9,610 $5.9M
Richards, Merrill & Peterson, Inc. 2.82% Add +2.1% 9,593 $5.9M
Defined Wealth Management, LLC 3.67% Reduce -1.2% 9,590 $5.9M
LRI Investments, LLC 0.50% Reduce -1.8% 9,589 $5.9M
Rockland Trust Co. 0.29% No change 9,523 $5.9M
Loudon Investment Management, LLC 3.25% Add +1.3% 9,520 $5.9M
Schorn Wealth LLC 1.94% Reduce -2.4% 9,505 $5.9M
Private Capital Management, LLC 0.59% Reduce -1.4% 9,484 $5.9M
Kraft, Davis & Associates, LLC 1.60% Reduce -11.9% 9,175 $5.8M
Solidarity Wealth, LLC 1.37% Add +472.8% 9,440 $5.8M
Fusion Family Wealth, LLC 0.49% Reduce -50.9% 9,443 $5.8M
Legacy Financial Strategies, LLC 1.14% Add +9.4% 9,441 $5.8M
Stephen J. Garry & Associates, LLC 5.03% Reduce -7.0% 9,417 $5.8M
Acadian Asset Management LLC 0.01% Add +17.6% 9,399 $5.8M
Central Valley Advisors, LLC 1.97% Reduce -3.9% 9,362 $5.8M
Madison Wealth Partners, Inc 1.26% Reduce -0.9% 9,359 $5.8M
Pinnacle Bancorp, Inc. 1.78% Add +0.0% 9,352 $5.8M
Seelaus Asset Management LLC 5.20% Reduce -3.7% 9,346 $5.8M
WealthShield Partners, LLC 0.70% Reduce -16.6% 9,342 $5.8M
Saxon Interests, Inc. 2.70% No change 10,306 $5.8M
USAdvisors Wealth Management, LLC 2.14% Add +2.3% 9,319 $5.8M
JDM Financial Group LLC 2.72% Add +0.0% 9,318 $5.8M
Genesee Capital Advisors, LLC 2.58% Reduce -30.2% 9,316 $5.8M
Garden State Investment Advisory Services LLC 1.56% Reduce -2.8% 9,301 $5.8M
Institute for Wealth Management, LLC. 0.64% Add +1.4% 9,305 $5.7M
Paragon Advisors, LLC 1.50% Add +120.8% 9,295 $5.7M
American National Bank & Trust 0.59% Add +6.3% 9,272 $5.7M
Jackson Hole Capital Partners, LLC 1.05% Add +9.6% 9,272 $5.7M
Vise Technologies, Inc. 0.24% — 9,255 $5.7M
GSG Advisors LLC 1.65% Add +0.2% 9,222 $5.7M
Brass Tax Wealth Management, Inc. 1.10% Add +0.1% 9,215 $5.7M
Coordinated Financial Services, Inc. 3.99% — 9,193 $5.7M
Arkansas Financial Group, Inc. 0.88% Reduce -0.4% 9,191 $5.7M
Parker Investment Management, LLC 0.87% Reduce -93.7% 9,185 $5.7M
Samalin Investment Counsel, LLC 2.19% Reduce -3.4% 9,175 $5.7M
MassMutual Private Wealth & Trust, FSB 0.15% Reduce -20.9% 9,164 $5.7M
Well Done, LLC 1.06% Reduce -11.9% 9,147 $5.7M
Wealthstream Advisors, Inc. 0.94% Reduce -0.4% 9,146 $5.7M
Plotkin Financial Advisors, LLC 3.12% Add +5.3% 9,139 $5.6M
Independent Advisor Alliance 0.16% Add +26.6% 9,139 $5.6M
S.A. Mason LLC 2.73% Add +0.0% 9,134 $5.6M
Leverty Financial Group, LLC 1.68% Reduce -18.4% 9,127 $5.6M
Vista Capital Partners, Inc. 0.62% Reduce -0.6% 9,104 $5.6M
Private Wealth Partners, LLC 0.44% Add +0.2% 9,091 $5.6M
Marietta Wealth Management, LLC 0.73% Add +5.0% 9,085 $5.6M
Aureus Asset Management, LLC 0.36% Reduce -0.5% 9,075 $5.6M
WPWealth LLP 1.01% Reduce -0.4% 9,069 $5.6M
Significant Wealth Partners LLC 2.75% Add +8.8% 9,063 $5.6M
LJI Wealth Management, LLC 0.97% Add +10.8% 9,010 $5.6M
BlueCrest Capital Management Ltd 0.78% Reduce -92.3% 9,009 $5.6M
Montis Financial, LLC 1.54% Reduce -0.1% 8,976 $5.5M
Fogel Capital Management, Inc. 2.96% Add +0.1% 8,972 $5.5M
Auxano Advisors, LLC 1.29% Reduce -1.5% 8,968 $5.5M
Darrow Company, Inc. 2.80% Add +35.8% 8,962 $5.5M
Orin Green Financial, LLC 2.34% Reduce -0.3% 8,939 $5.5M
First Financial Bankshares Inc 0.12% Add +89.1% 8,899 $5.5M
Phillips Financial Management, LLC 0.40% Add +36.1% 8,898 $5.5M
SOL Capital Management CO 0.53% Add +2.7% 8,867 $5.5M
Hoxton Planning & Management, LLC 1.89% Add +17.8% 8,864 $5.5M
Wimmer Associates 1, LLC 2.80% Add +0.2% 8,858 $5.5M
Omnia Family Wealth, LLC 1.98% Reduce -11.1% 8,832 $5.5M
Atlas Brown,Inc. 1.76% Add +0.5% 8,856 $5.5M
Sterling Capital Management LLC 0.08% Reduce -10.2% 8,785 $5.4M
Tompkins Financial Corp. 0.50% Reduce -5.2% 8,753 $5.4M
Barrett & Company, Inc. 2.03% Add +21.0% 8,745 $5.4M
Red Cedar Investment Management, LLC 0.68% New 8,723 $5.4M
Sage Rhino Capital LLC 1.14% Add +0.2% 8,716 $5.4M
Castle Rock Wealth Management, LLC 1.26% Reduce -7.5% 8,531 $5.4M
Tilson Financial Group, Inc. 2.03% Reduce -1.0% 8,699 $5.4M
Parcion Private Wealth LLC 0.38% Reduce -13.9% 8,682 $5.4M
Breakwater Investment Management 2.07% Reduce -0.3% 8,665 $5.4M
Baron Wealth Management LLC 1.89% Reduce -0.1% 8,656 $5.3M
Money Concepts Capital Corp. 0.36% Reduce -42.6% 8,650 $5.3M
Atlas Legacy Advisors, LLC 1.18% Add +42.0% 8,649 $5.3M
Morris Financial Concepts, Inc. 2.12% Reduce -10.9% 8,648 $5.3M
Mosaic Family Wealth Partners, LLC 0.68% Reduce -0.1% 8,647 $5.3M
Sovereign Investment Advisors, LLC 1.47% New 8,628 $5.3M
United Bank 0.64% Reduce -1.9% 8,628 $5.3M
American Alpha Advisors, LLC 4.30% Add +2.8% 8,619 $5.3M
Journey Advisory Group, LLC 0.41% Reduce -0.3% 8,618 $5.3M
Sightline Wealth Advisors, LLC 2.57% Reduce -1.9% 8,618 $5.3M
Goldstone Financial Group, LLC 0.70% Add +23.4% 8,508 $5.3M
Nvwm, LLC 1.28% Add +7.1% 8,606 $5.3M
MTM Investment Management, LLC 1.78% Add +2.7% 8,593 $5.3M
W Advisors, LLC 3.03% Add +43.7% 8,554 $5.3M
TRB Advisors LP 1.26% New 10,000 $5.3M
Victrix Investment Advisors 2.33% Reduce -0.3% 8,528 $5.3M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -3.2% 8,481 $5.3M
ForthRight Wealth Management, LLC 1.64% Add +0.5% 8,490 $5.2M
Q3 Asset Management 1.84% Add +10.5% 8,453 $5.2M
Murphy, Middleton, Hinkle & Parker, Inc. 2.92% No change 9,333 $5.2M
Windsor Capital Management, LLC 1.52% Reduce -3.6% 8,424 $5.2M
Bellwether Advisors, LLC 0.89% Add +1.6% 8,422 $5.2M
Element Wealth, LLC 2.38% Reduce -1.1% 8,378 $5.2M
Northeast Investment Management 0.22% Add +3.0% 8,368 $5.2M
NWK Group, Inc. 1.81% Add +0.3% 8,358 $5.2M
Woodstock Corp. 0.47% Add +5.4% 8,353 $5.2M
Compass Capital Corp. /Ma/ 2.43% Reduce -0.1% 8,527 $5.2M
WorthPointe, LLC 2.17% Add +1.1% 8,332 $5.1M
Greenup Street Wealth Management LLC 0.90% Add +0.1% 8,325 $5.1M
GAMMA Investing LLC 0.33% Add +2.7% 8,325 $5.1M
Capital Asset Advisory Services LLC 0.24% Add +63.7% 8,324 $5.1M
Deltec Asset Management LLC 0.91% Reduce -5.2% 8,298 $5.1M
Richmond Investment Services, LLC 1.08% Add +113.6% 8,267 $5.1M
Alpha Cubed Investments, LLC 0.19% Add +0.4% 8,253 $5.1M
Beese Fulmer Investment Management, Inc. 0.38% Add +7.9% 8,253 $5.1M
Full Sail Capital, LLC 0.29% No change 8,248 $5.1M
Iron Gate Global Advisors LLC 0.57% Reduce -27.3% 8,210 $5.1M
Laraway Financial Advisors Inc 3.83% Reduce -1.4% 8,178 $5.1M
Abel Hall, LLC 2.33% No change 8,148 $5.0M
Tower View Wealth Management LLC 2.61% Reduce -1.0% 8,143 $5.0M
Luminvest Wealth Management LLC 1.80% No change 8,106 $5.0M
Syntax Research, Inc. 3.56% Add +0.7% 8,122 $5.0M
B & T Capital Management DBA Alpha Capital Management 0.86% Reduce -4.0% 8,107 $5.0M
Pacific Financial Group Inc. 3.89% Reduce -7.6% 8,075 $5.0M
Anchor Investment Management, LLC 0.44% Reduce -0.5% 8,044 $5.0M
Chapin Davis, Inc. 1.37% Reduce -6.7% 8,038 $5.0M
Rialto Wealth Management, LLC 1.39% Add +0.2% 8,036 $5.0M
Dunhill Financial, LLC 1.44% Add +15.6% 8,036 $5.0M
Russell Investments Group, Ltd. 0.01% Add +5.2% 8,004 $4.9M
Bayesian Capital Management, LP 0.78% Reduce -49.7% 8,000 $4.9M
Abacus Wealth Partners, LLC 0.75% Add +34.6% 7,992 $4.9M
Inspire Trust Co, N.A. 1.02% Reduce -25.2% 7,978 $4.9M
Clientfirst Wealth Management, LLC 5.02% No change 7,950 $4.9M
M1 Capital Management LLC 2.47% Reduce -1.9% 7,932 $4.9M
TruWealth Advisors, LLC 0.27% Add +1.0% 7,911 $4.9M
Rebalance, LLC 0.33% Add +0.0% 7,905 $4.9M
Cohen Capital Management, Inc. 0.79% Add +0.0% 7,899 $4.9M
RKL Wealth Management LLC 0.43% Reduce -10.6% 7,898 $4.9M
1900 Wealth Management LLC 0.37% Reduce -0.0% 7,870 $4.9M
Almanack Investment Partners, LLC. 0.77% Add +4.8% 7,830 $4.8M
Rossmore Private Capital 0.57% Add +24.4% 7,829 $4.8M
MIdWestOne Financial Group, Inc. 0.63% No change 7,820 $4.8M
Vigilare Wealth Management 1.81% Add +1786.5% 7,810 $4.8M
Renaissance Technologies 0.01% New 7,800 $4.8M
Jackson Wealth Management, LLC 0.52% Reduce -80.1% 7,792 $4.8M
McDonald Partners LLC 1.15% Reduce -0.5% 7,780 $4.8M
Wealthspire Retirement, LLC 0.32% Add +26.3% 7,739 $4.8M
ELCO Management Co., LLC 2.51% Reduce -0.3% 7,727 $4.8M
Revolve Wealth Partners, LLC 0.62% Add +9.9% 7,723 $4.8M
Ledyard National Bank 0.45% Add +0.2% 7,716 $4.8M
BHK Investment Advisors, LLC 1.86% Add +56.0% 7,704 $4.8M
Oribel Capital Management, LP 0.25% Reduce -8.3% 7,700 $4.8M
Long Run Wealth Advisors, LLC 1.00% Reduce -0.1% 7,699 $4.8M
Objective Capital Management, LLC 5.34% Add +1.7% 7,690 $4.8M
Pines Wealth Management, LLC 1.68% Add +5.6% 7,596 $4.8M
Avalon Trust Co 0.35% Add +11.9% 7,687 $4.7M
Pegasus Asset Management, Inc. 1.63% Reduce -0.7% 7,681 $4.7M
Evernest Financial Advisors, LLC 1.53% Reduce -0.8% 7,674 $4.7M
Little House Capital LLC 1.19% Reduce -1.1% 7,670 $4.7M
Climber Capital SA 3.04% Reduce -0.3% 7,708 $4.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15.34% Add +124.4% 7,654 $4.7M
Aldebaran Financial Inc. 5.22% Add +7.0% 7,638 $4.7M
Allegheny Financial Group 1.05% Add +1.4% 7,625 $4.7M
Onyx Bridge Wealth Group LLC 0.62% Add +3.8% 7,596 $4.7M
Heritage Investment Group, Inc. 0.81% No change 7,593 $4.7M
Bantamac Capital, LLC 1.68% Reduce -4.3% 7,573 $4.7M
DDD Partners, LLC 0.50% Add +1.6% 7,558 $4.7M
McAdam, LLC 0.26% Add +9.6% 7,547 $4.7M
Optivise Advisory Services LLC 2.38% Add +45.1% 7,535 $4.7M
Pursue Wealth Partners LLC 2.64% Add +2.3% 7,514 $4.6M
Blankinship & Foster, LLC 1.09% Reduce -0.5% 7,512 $4.6M
BOK Financial Private Wealth, Inc. 0.31% Reduce -1.3% 7,489 $4.6M
Single Point Partners, LLC 1.01% Reduce -1.0% 7,497 $4.6M
BlueSky Wealth Advisors, LLC 0.67% Reduce -9.9% 7,486 $4.6M
Victory Capital Management Inc. 0.00% Reduce -39.1% 7,485 $4.6M
Sonora Investment Management Group, LLC 0.34% Add +6.9% 7,466 $4.6M
Alley Investment Management Company, LLC 0.56% Reduce -0.3% 7,450 $4.6M
Madden Advisory Services, Inc. 1.96% Add +0.2% 7,450 $4.6M
Twin Lakes Capital Management, LLC 2.80% Add +0.2% 7,440 $4.6M
AtlasMark Financial, Inc 3.49% No change 7,430 $4.6M
Journey Beyond Wealth, LLC 3.85% Reduce -0.1% 7,390 $4.6M
Assetmark, Inc. 0.01% Add +65.0% 7,385 $4.6M
Family Legacy, Inc. 1.48% Add +2.7% 7,383 $4.6M
Sagespring Wealth Partners, LLC 0.10% Reduce -0.2% 143,086 $4.6M
Rockingstone Advisors LLC 2.39% Reduce -38.1% 7,356 $4.5M
DRW Securities, LLC 0.32% New 7,350 $4.5M
XML Financial, LLC 0.39% Add +6.9% 7,326 $4.5M
Arrow Financial Corp 0.48% Reduce -0.1% 7,315 $4.5M
Raffa Wealth Management, LLC 0.90% Reduce -0.1% 7,303 $4.5M
Chesapeake Wealth Management 1.50% Reduce -2.7% 7,300 $4.5M
LBMC Investment Advisors, LLC 0.32% Add +0.2% 7,274 $4.5M
Total Clarity Wealth Management, Inc. 1.29% Reduce -4.9% 7,272 $4.5M
DHJJ Financial Advisors, Ltd. 1.62% Add +0.8% 7,262 $4.5M
Liberty Square Wealth Partners LLC 1.55% Add +0.1% 7,257 $4.5M
Alterna Wealth Management, Inc. 3.58% Reduce -15.6% 7,244 $4.5M
Resurgent Financial Advisors LLC 2.47% Reduce -5.1% 7,243 $4.5M
PICTET BANK & TRUST Ltd 5.23% Reduce -10.4% 7,220 $4.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.29% Add +131.6% 7,204 $4.5M
Quarry LP 1.08% Add +148.9% 7,200 $4.4M
Capital Wealth Alliance, LLC 2.39% Add +6.2% 7,187 $4.4M
HORAN Wealth, LLC 1.36% — 7,182 $4.4M
Tennessee Valley Asset Management Partners 1.13% Reduce -13.9% 7,179 $4.4M
Waterfront Wealth Inc. 0.99% Add +5.1% 7,174 $4.4M
ABLE Financial Group, LLC 1.07% Reduce -11.4% 7,172 $4.4M
Winch Advisory Services, LLC 1.08% Add +7.2% 7,165 $4.4M
Monograph Wealth Advisors, LLC 0.55% Add +8.3% 7,149 $4.4M
Catalyst Private Wealth, LLC 1.97% Add +1.1% 7,165 $4.4M
Two Point Capital Management, Inc. 1.88% — 7,147 $4.4M
Arcus Capital Partners, LLC 1.91% Reduce -13.6% 7,141 $4.4M
Financial Perspectives, Inc 1.33% Add +3.3% 7,140 $4.4M
Delta Investment Management, LLC 0.85% Reduce -4.3% 7,131 $4.4M
Hamilton Point Investment Advisors, LLC 0.73% Reduce -2.5% 7,109 $4.4M
ICONIQ Capital, LLC 0.07% Add +0.1% 7,119 $4.4M
Twin Peaks Wealth Advisors, LLC 1.42% Reduce -3.6% 6,822 $4.4M
Boston Research & Management Inc. 1.05% Add +0.0% 7,095 $4.4M
Pictet North America Advisors SA 0.44% Add +3.3% 7,076 $4.4M
Sonata Capital Group Inc. 1.74% Add +3.5% 7,053 $4.4M
Resolute Wealth Strategies, LLC 2.33% Reduce -1.2% 7,047 $4.4M
Signature Wealth Management Partners, LLC 2.49% Reduce -0.4% 7,045 $4.4M
Nikulski Financial, Inc. 1.19% Reduce -1.4% 7,032 $4.3M
Innova Wealth Partners 2.55% Add +49.0% 7,020 $4.3M
Libra Wealth LLC 1.41% Add +22.7% 6,999 $4.3M
Continuum Advisory, LLC 0.52% Add +1.5% 6,995 $4.3M
Visionary Wealth Advisors 0.22% Reduce -16.1% 6,991 $4.3M
Moneda S.A. Administradora General de Fondos 4.66% Reduce -1.1% 6,954 $4.3M
D. Scott Neal, Inc. 2.13% Add +1295.4% 6,921 $4.3M
Crumly & Associates Inc. 1.04% Add +164.1% 6,910 $4.3M
Ridgecrest Wealth Partners, LLC 2.25% Reduce -13.5% 6,904 $4.3M
Edge Wealth Management LLC 0.82% Add +2.4% 6,896 $4.3M
Consolidated Portfolio Review Corp 0.59% Add +45.1% 6,896 $4.3M
Clear Point Advisors Inc. 3.59% Add +1.0% 6,893 $4.3M
Charter Oak Capital Management, LLC 0.36% Reduce -1.6% 6,890 $4.3M
Rational Advisors, Inc. 0.44% Reduce -0.3% 6,889 $4.3M
Clarendon Private LLC 4.09% Reduce -1.0% 6,888 $4.3M
Fullerton Fund Management Co Ltd. 0.17% Add +154.4% 6,882 $4.3M
Schaper Benz & Wise Investment Counsel Inc. 0.33% Reduce -6.8% 6,861 $4.2M
Cascades Capital Asset Management, LLC 2.22% Add +0.1% 6,861 $4.2M
Tradewinds, LLC. 3.20% New 6,829 $4.2M
Merkkuri Wealth Advisors LLC 3.20% Reduce -17.0% 6,829 $4.2M
Courage Capital Management LLC 6.21% Add +582.1% 6,821 $4.2M
Ironclad Investments LLC 2.14% No change 6,805 $4.2M
VanderPol Investments L.L.C. 8.83% Reduce -50.7% 6,800 $4.2M
Platform Technology Partners 1.10% Reduce -4.6% 6,796 $4.2M
Generation Capital Management LLC 3.32% Reduce -2.3% 6,785 $4.2M
Mengis Capital Management, Inc. 0.89% Reduce -1.6% 6,774 $4.2M
Aegis Wealth Management LLC 2.51% No change 7,470 $4.2M
Roffman Miller Associates Inc. 0.25% Add +3.4% 6,762 $4.2M
Semus Wealth Partners LLC 2.70% Reduce -3.1% 6,749 $4.2M
Highland Capital Management, LLC 0.23% Reduce -0.1% 6,748 $4.2M
Thoroughbred Financial Services, LLC 0.29% Reduce -7.0% 6,743 $4.2M
Essex Bank 0.99% Add +16.8% 6,738 $4.2M
Austin Asset Management Co Inc 0.84% Reduce -0.2% 6,727 $4.2M
Strategic Investment Management, LLC 2.23% No change 6,720 $4.2M
Zions Bancorporation, National Association 0.22% Reduce -0.6% 6,719 $4.2M
Semitam Bonam LLC 3.90% — 6,709 $4.1M
Woodmont Investment Counsel LLC 0.27% Add +6.8% 6,708 $4.1M
Steph & Co. 1.34% Reduce -7.7% 6,704 $4.1M
Drucker Wealth 3.0, LLC 0.80% Reduce -0.1% 6,636 $4.1M
Ranch Capital Advisors Inc. 1.79% Reduce -2.0% 6,684 $4.1M
Texas Capital Bancshares Inc 1.49% Reduce -1.9% 6,684 $4.1M
Insight Wealth Strategies, LLC 0.52% Add +0.6% 6,665 $4.1M
Juncture Wealth Strategies, LLC 1.46% Add +0.8% 6,655 $4.1M
SeaBridge Investment Advisors LLC 0.76% No change 6,655 $4.1M
Orgel Wealth Management, LLC 0.10% Add +0.8% 6,651 $4.1M
Koss-Olinger Consulting, LLC 0.34% Add +23.8% 6,628 $4.1M
Bennett Selby Investments LP 1.46% Add +2.1% 6,624 $4.1M
Cape Investment Advisory, Inc. 1.49% Add +11.8% 6,610 $4.1M
Home Federal Bank of Tennessee 1.16% No change 6,602 $4.1M
Horizon Wealth Management, LLC 0.72% Add +39.4% 6,601 $4.1M
Enclave Advisors LLC 0.66% Add +0.1% 6,598 $4.1M
Midland Wealth Advisors, LLC 0.23% Add +5.0% 6,596 $4.1M
Invesco Ltd. 0.00% Reduce -76.7% 6,588 $4.1M
Keebeck Wealth Management 0.53% Add +5.9% 6,567 $4.1M
Morse Asset Management, Inc 0.90% Add +731.4% 6,585 $4.1M
Flagstar Securities, Inc. 1.12% Add +6.3% 6,555 $4.1M
Wetzel Investment Advisors, Inc. 1.86% Reduce -0.9% 6,548 $4.1M
City Holding Co. 0.53% Add +6.1% 6,564 $4.1M
MetLife Inc 39.00% Reduce -2.4% 6,560 $4.1M
Retirement Guys Formula LLC 1.54% Reduce -22.6% 6,559 $4.1M
Investmark Advisory Group LLC 1.90% Add +1.7% 6,554 $4.0M
Eagle Global Advisors LLC 0.16% Reduce -5.5% 6,553 $4.0M
Howard Wealth Management, LLC 2.04% Reduce -0.3% 6,548 $4.0M
LaSalle St. Investment Advisors, LLC 1.11% Reduce -65.3% 6,541 $4.0M
Earned Wealth Advisors, LLC 0.79% Add +3.4% 6,536 $4.0M
Nuveen, LLC 0.00% Reduce -63.2% 6,717 $4.0M
Weinberger Asset Management, Inc 1.55% Reduce -11.8% 6,498 $4.0M
Park National Corp. 0.13% Reduce -0.3% 6,493 $4.0M
American State Bank (Iowa) 2.22% No change 6,480 $4.0M
Abound Wealth Management 1.13% Add +6.9% 6,468 $4.0M
Traynor Capital Management, Inc. 0.28% Add +23.8% 6,454 $4.0M
M.E. Allison & Co., Inc. 3.20% Add +1.1% 6,448 $4.0M
North Capital, Inc. 3.43% Add +1.7% 6,430 $4.0M
Reynders McVeigh Capital Management, LLC 0.20% Reduce -5.3% 6,420 $4.0M
Sterling Financial Group, Inc. 1.33% Add +1.3% 6,413 $4.0M
Per Stirling Capital Management, LLC. 0.52% Reduce -2.8% 6,412 $4.0M
BridgePort Financial Solutions, LLC 1.32% Add +8.4% 6,412 $4.0M
Mirabaud & Cie SA 1.26% Reduce -5.3% 6,411 $4.0M
Cahill Financial Advisors Inc. 0.49% Reduce -1.4% 6,407 $4.0M
Quartz Partners, LLC 1.81% Add +138.3% 6,405 $4.0M
Braun Stacey Associates Inc. 0.14% Reduce -3.0% 6,402 $4.0M
Baker Ellis Asset Management LLC 0.54% Reduce -1.7% 6,402 $4.0M
Alamea Verwaltungs GmbH 2.98% No change 6,401 $4.0M
Everett Harris & Co. 0.05% Reduce -4.2% 6,399 $4.0M
Elevation Wealth Partners, LLC 1.56% Reduce -8.3% 6,390 $3.9M
RFP Financial Group LLC 1.63% Add +292.2% 6,385 $3.9M
Beacon Financial Advisory LLC 1.02% Reduce -12.1% 6,373 $3.9M
Jaffetilchin Investment Partners, LLC 0.26% Add +3.7% 6,368 $3.9M
First Interstate Bank 0.23% Add +12.4% 6,349 $3.9M
First United Bank & Trust 1.36% Reduce -2.4% 6,337 $3.9M
FSM Wealth Advisors, LLC 0.64% Add +59.5% 6,295 $3.9M
Boston Trust Walden Corp 0.03% Add +8.5% 6,318 $3.9M
Fragasso Financial Advisors Inc 0.26% Reduce -0.8% 6,310 $3.9M
Uptick Partners, LLC 1.12% Reduce -12.3% 6,309 $3.9M
Stephenson & Company, Inc. 2.37% Add +0.1% 6,306 $3.9M
Paradigm, Strategies in Wealth Management, LLC 2.55% Reduce -0.5% 6,304 $3.9M
Abacus Planning Group, Inc. 0.58% Reduce -1.4% 6,304 $3.9M
Farmers National Bank 1.03% Reduce -1.1% 6,303 $3.9M
Graves Light Lenhart Wealth, Inc. 0.46% Reduce -0.1% 6,294 $3.9M
Stonebridge Financial Group, LLC 0.38% Reduce -12.6% 6,281 $3.9M
Colonial Trust Co / SC 0.56% Add +0.7% 6,259 $3.9M
Manufacturers Life Insurance Company, The 0.00% Add +96.8% 6,252 $3.9M
Councilmark Asset Management, LLC 2.44% No change 6,245 $3.9M
Opal Wealth Advisors, LLC 1.07% Reduce -4.8% 6,241 $3.9M
BCM Advisors, LLC 0.82% No change 6,068 $3.9M
Ofc Financial Planning, LLC 4.09% Reduce -0.3% 6,236 $3.9M
Affiance Financial, LLC 0.78% Add +0.4% 6,234 $3.9M
Tanglewood Legacy Advisors, LLC 1.58% Add +0.4% 6,214 $3.8M
LOM Asset Management Ltd 1.30% — 6,207 $3.8M
Park Capital Management, LLC / WI 3.54% Add +993.8% 6,180 $3.8M
Sage Financial Group Inc. 0.28% Reduce -10.4% 6,174 $3.8M
Forza Wealth Management, LLC 1.56% No change 6,168 $3.8M
Pullen Investment Management, LLC 2.29% No change 6,165 $3.8M
Security Financial Services, INC. 0.67% Reduce -0.6% 6,157 $3.8M
Fisher Asset Management 0.00% Reduce -45.9% 6,150 $3.8M
Invst, LLC 0.47% Reduce -19.2% 6,148 $3.8M
Mayport, LLC 0.91% Add +2.8% 6,143 $3.8M
PDS Planning, Inc 0.28% Add +0.7% 6,111 $3.8M
Coign Capital Advisors LLC 2.56% Reduce -21.0% 6,109 $3.8M
Grant Private Wealth Management Inc 2.14% Add +585.2% 6,105 $3.8M
GatePass Capital, LLC 2.53% Add +9.7% 6,089 $3.8M
M3 Advisory Group, LLC 2.60% Add +1.2% 6,087 $3.8M
Tradition Wealth Management, LLC 0.30% Reduce -2.8% 6,074 $3.8M
Cove Private Wealth, LLC 1.34% Add +14.9% 6,073 $3.8M
Capital Insight Partners, LLC 0.65% Reduce -0.9% 6,060 $3.7M
Inspirion Wealth Advisors, LLC 0.50% Reduce -8.2% 6,059 $3.7M
Northwest Bancshares, Inc. 0.65% Reduce -4.4% 6,058 $3.7M
Alpha Wealth Funds, LLC 3.50% Reduce -8.6% 6,057 $3.7M
KPP Advisory Services LLC 0.62% Reduce -3.7% 6,057 $3.7M
Ramsay, Stattman, Vela & Price, Inc. 0.70% Reduce -0.9% 6,051 $3.7M
Sandy Cove Advisors, LLC 1.35% Reduce -12.4% 6,046 $3.7M
Silvant Capital Management LLC 0.14% No change 6,045 $3.7M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $3.7M
Tritonpoint Wealth, LLC 0.34% Reduce -0.5% 6,006 $3.7M
North Star Asset Management Inc. 0.16% Reduce -0.1% 6,019 $3.7M
F&V Capital Management, LLC 0.95% Reduce -3.4% 6,013 $3.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.64% Add +1.6% 6,004 $3.7M
Wynn Capital, LLC 1.98% Add +0.0% 6,001 $3.7M
Essex LLC 0.73% Add +0.3% 5,993 $3.7M
UNIVEST FINANCIAL Corp 0.22% Add +15.8% 5,976 $3.7M
Waycross Investment Management Co 3.84% Add +0.5% 5,973 $3.7M
Comprehensive Financial Consultants Institutional, Inc. 1.21% Add +27.3% 5,947 $3.7M
First National Bank Sioux Falls 1.34% No change 5,929 $3.7M
Horizon Investment Services, LLC 1.60% Reduce -0.1% 5,925 $3.7M
LYNX Capital Group Ltd. 1.76% Reduce -0.2% 5,919 $3.7M
Mason & Associates, LLC 0.92% Reduce -3.7% 5,917 $3.7M
Investment House LLC 0.18% Reduce -42.6% 5,902 $3.6M
GW Henssler & Associates Ltd. 0.19% Reduce -64.2% 5,882 $3.6M
Henrickson Nauta Wealth Advisors, Inc. 1.26% Reduce -0.7% 5,878 $3.6M
Cascade Financial Partners, LLC 0.44% Reduce -9.2% 5,876 $3.6M
Mystic Asset Management, Inc. 0.88% Reduce -0.4% 5,868 $3.6M
GW&K Investment Management, LLC 0.03% Add +0.9% 5,865 $3.6M
CWS Financial Advisors, LLC 1.05% Add +0.0% 5,865 $3.6M
Prasad Wealth Partners, LLC 1.06% Reduce -0.4% 5,864 $3.6M
Gold Investment Management Ltd. 1.36% Add +1.5% 5,852 $3.6M
True North Advisors, LLC 0.69% Reduce -16.1% 5,841 $3.6M
Towerpoint Wealth, LLC 1.60% Reduce -0.1% 5,839 $3.6M
High Falls Advisors, Inc 0.80% Add +1.5% 5,836 $3.6M
Fagan Associates, Inc. 0.56% Reduce -5.1% 5,834 $3.6M
K.J. Harrison & Partners Inc 0.60% Reduce -5.1% 5,830 $3.6M
Cape Cod Five Cents Savings Bank 0.33% No change 6,278 $3.6M
Summit Financial Wealth Advisors, LLC 0.64% Add +10.7% 5,818 $3.6M
Roberts Glore & Co. Inc. 1.05% Reduce -3.3% 5,816 $3.6M
Breed's Hill Capital LLC 1.73% Reduce -12.5% 5,813 $3.6M
Ewa, LLC 1.13% Add +369.2% 5,799 $3.6M
Patriot Financial Group Insurance Agency, LLC 0.41% Reduce -4.6% 5,798 $3.6M
Capital City Trust Co. 0.93% Reduce -1.3% 5,788 $3.6M
Certuity, LLC 0.34% Reduce -3.8% 5,787 $3.6M
SC&H Financial Advisors, Inc. 0.61% Reduce -10.5% 5,786 $3.6M
Next Capital Management LLC 1.32% Reduce -1.9% 5,776 $3.6M
Castleview Partners, LLC 2.29% Add +6.1% 5,759 $3.6M
Willis Johnson & Associates, Inc. 0.24% Reduce -3.6% 5,754 $3.6M
Acropolis Investment Management, LLC 0.20% Add +4.5% 5,744 $3.5M
Tillman Hartley LLC 1.00% No change 5,741 $3.5M
Weaver Consulting Group 0.98% Add +0.0% 5,731 $3.5M
Kelman-Lazarov, Inc. 0.57% Reduce -1.3% 5,729 $3.5M
Gemmer Asset Management LLC 0.31% Reduce -2.4% 5,714 $3.5M
Smith Asset Management Co., LLC 3.04% Add +16.3% 5,704 $3.5M
Curbstone Financial Management Corp 0.72% Add +46.5% 5,703 $3.5M
Optima Capital LLC 1.89% Add +14.6% 5,686 $3.5M
Burney Co./ 0.12% Add +7.1% 5,687 $3.5M
Breakwater Capital Group 0.57% Reduce -0.1% 5,675 $3.5M
SkyView Investment Advisors, LLC 0.50% No change 5,700 $3.5M
Wood Tarver Financial Group, LLC 1.05% Add +6.3% 5,661 $3.5M
Ironwood Investment Counsel, LLC 0.54% Add +6.7% 5,659 $3.5M
Wallington Asset Management, LLC 0.49% Add +8.4% 5,642 $3.5M
Macroview Investment Management LLC 2.86% Add +33.8% 5,641 $3.5M
Parsons Capital Management Inc. 0.21% Add +3.8% 5,641 $3.5M
Duncker Streett & Co. Inc. 0.64% Add +0.6% 5,632 $3.5M
Gilbert & Cook, Inc. 0.47% Add +2.9% 5,618 $3.5M
Cornerstone Advisory, LLC 0.37% Reduce -0.7% 5,614 $3.5M
Raab & Moskowitz Asset Management LLC 0.83% Reduce -2.2% 5,614 $3.5M
Donaldson Capital Management, LLC 0.13% Reduce -30.4% 5,597 $3.5M
Holderness Investments Co. 0.74% Add +10.0% 5,595 $3.5M
BankPlus Wealth Management LLC 2.29% Reduce -0.5% 5,587 $3.5M
Obsidian Cio, LLC 0.50% Add +5.6% 5,585 $3.5M
Hassell Wealth Management, LLC 1.26% Add +0.3% 5,421 $3.4M
First County Bank 1.85% Reduce -5.7% 5,547 $3.4M
Parisi Gray Wealth Management 0.98% Reduce -1.6% 5,543 $3.4M
Northstar Group, Inc. 0.55% Add +12.1% 5,524 $3.4M
Summit Place Financial Advisors, LLC 1.72% Add +0.5% 5,518 $3.4M
Bearing Point Capital, LLC 0.63% Add +7.0% 5,517 $3.4M
1834 Investment Advisors Co. 0.43% No change 5,511 $3.4M
Mitchell Sinkler & Starr 1.62% No change 5,495 $3.4M
Spirepoint Private Client, LLC 0.38% Reduce -1.7% 5,488 $3.4M
Denver Wealth Management, Inc. 1.40% Add +12.8% 5,463 $3.4M
Financial Advisors Network, Inc. 0.51% Add +6.4% 5,463 $3.4M
Roehl & Yi Investment Advisors, LLC 1.73% Reduce -0.7% 5,455 $3.4M
Octavia Wealth Advisors, LLC 0.38% Reduce -10.4% 5,435 $3.4M
Hennion & Walsh Asset Management, Inc. 0.14% Add +1.1% 5,439 $3.4M
Empowered Funds, LLC 0.04% Reduce -66.2% 5,435 $3.4M
Epacria Capital Partners, LLC 2.82% Reduce -63.8% 5,432 $3.4M
Watershed Private Wealth LLC 1.21% Add +4.5% 5,400 $3.3M
Evelyn Partners Asset Management Ltd 0.85% Add +5.0% 5,398 $3.3M
Maripau Wealth Management LLC 1.68% Add +5.9% 5,410 $3.3M
Redmont Wealth Advisors LLC 4.89% Add +18.7% 5,391 $3.3M
Steel Grove Capital Advisors, LLC 0.39% Add +129.0% 5,380 $3.3M
Sivia Capital Partners, LLC 1.13% Reduce -0.0% 5,379 $3.3M
Beaird Harris Wealth Management, LLC 0.26% Reduce -0.2% 5,375 $3.3M
Sittner & Nelson, LLC 1.33% Add +0.0% 5,370 $3.3M
One Wealth Management Investment & Advisory Services, LLC 4.27% Add +110.8% 5,359 $3.3M
Middleton & Co. Inc. 0.37% Add +0.2% 5,351 $3.3M
OP Asset Management Ltd 0.05% No change 5,345 $3.3M
Waters Parkerson & Co., LLC 0.16% No change 5,336 $3.3M
Fortitude Financial, LLC 2.93% Add +3580.4% 56,090 $3.3M
Charter Research & Investment Group, Inc. 2.46% No change 5,333 $3.3M
Mitchell McLeod Pugh & Williams Inc. 0.61% Reduce -0.2% 5,323 $3.3M
Caitlin John, LLC 3.00% Add +127.8% 5,322 $3.3M
Harmony Asset Management LLC 1.23% Reduce -1.3% 5,316 $3.3M
Eagle Wealth Strategies LLC 1.84% Add +0.0% 5,311 $3.3M
Evensky & Katz LLC 0.20% Add +0.1% 5,302 $3.3M
Meridian Investment Counsel Inc. 0.89% Reduce -3.3% 5,297 $3.3M
Bangor Savings Bank 0.29% Add +9.2% 5,295 $3.3M
Greykasell Wealth Strategies, Inc. 1.57% Reduce -4.5% 5,291 $3.3M
Wealthquest Corp 0.26% Add +2.2% 5,290 $3.3M
Mason Investment Advisory Services, Inc. 0.18% Reduce -1.0% 5,286 $3.3M
Park Square Financial Group, LLC 2.36% Reduce -23.1% 5,272 $3.3M
Outlook Wealth Advisors, LLC 0.84% Add +22.6% 5,270 $3.3M
WMG Financial Advisors, LLC 1.20% Add +75.7% 5,261 $3.3M
Power Wealth Management LLC 1.25% Reduce -27.2% 5,248 $3.2M
Omega Financial Group, LLC 1.17% Reduce -32.5% 5,239 $3.2M
Evergreen Advisors, LLC 0.86% Reduce -0.4% 5,232 $3.2M
Summit Financial Strategies, Inc. 0.30% Add +1.8% 5,227 $3.2M
East Coast Asset Management, LLC. 1.07% Reduce -2.1% 5,206 $3.2M
McDaniel Terry & Co. 0.26% No change 5,203 $3.2M
Fielder Capital Group LLC 0.86% Reduce -5.9% 5,201 $3.2M
Shared Vision Wealth Group LLC 1.60% Reduce -0.6% 5,082 $3.2M
Bordeaux Wealth Advisors LLC 0.41% Add +134.7% 5,192 $3.2M
Paladin Advisory Group, LLC 2.45% Reduce -0.7% 5,189 $3.2M
Verus Financial Partners, Inc. 0.33% Add +3.5% 5,116 $3.2M
Leeward Financial Partners, LLC 1.01% Reduce -1.0% 5,164 $3.2M
Financial Synergies Wealth Advisors, Inc. 0.35% Reduce -1.5% 5,157 $3.2M
Cooper Financial Group 0.37% Reduce -16.9% 5,154 $3.2M
Warner Financial, Inc. 1.31% Reduce -6.2% 5,137 $3.2M
Duncan Williams Asset Management, LLC 1.00% Add +0.9% 5,129 $3.2M
Strait & Sound Wealth Management LLC 1.34% Reduce -12.1% 5,125 $3.2M
Bank Ozk 1.21% Add +0.1% 5,120 $3.2M
Noesis Capital Mangement Corp. 0.55% Add +0.2% 5,106 $3.2M
Beta Wealth Group, Inc. 1.15% Add +91.0% 5,097 $3.1M
Ceeto Capital Group, LLC 1.10% New 5,080 $3.1M
Greenfield Savings Bank 1.43% Add +7.0% 5,091 $3.1M
Harbour Capital Advisors, LLC 0.66% No change 5,062 $3.1M
Lawson Kroeker Investment Management Inc. 0.59% No change 5,083 $3.1M
Morton Capital Management LLC 0.56% Add +13.1% 5,082 $3.1M
Valley Wealth Managers, Inc. 0.23% Reduce -17.9% 5,078 $3.1M
Beaumont Financial Advisors, LLC 0.23% Reduce -2.2% 5,075 $3.1M
Epiq Partners, LLC 1.67% Reduce -3.8% 5,069 $3.1M
Madrona Financial Services, LLC 0.75% Add +12.8% 5,062 $3.1M
Evelyn Partners Investment Management LLP 0.10% Reduce -6.8% 5,059 $3.1M
Welch Group, LLC 0.13% Add +36.5% 5,052 $3.1M
Wealth Management Partners, LLC 1.10% Add +0.4% 5,019 $3.1M
Rovin Capital /Ut/ 0.94% Add +0.5% 5,037 $3.1M
Rede Wealth, LLC 1.12% Reduce -3.8% 5,033 $3.1M
Brandywine Oak Private Wealth LLC 0.29% Reduce -0.6% 5,016 $3.1M
Compass Wealth Management LLC 0.74% Reduce -2.0% 5,010 $3.1M
Asset Management Group, Inc. 0.54% Reduce -0.6% 5,008 $3.1M
Pavion Blue Capital, LLC 1.37% Add +2.7% 5,002 $3.1M
Broderick Brian C 0.61% No change 5,000 $3.1M
Pennsylvania Capital Management Inc. 0.99% Add +258.0% 4,998 $3.1M
LGT Financial Advisors LLC 7.83% Add +39.3% 4,996 $3.1M
Patton Albertson Miller Group, LLC 0.41% Add +3.1% 4,993 $3.1M
Center for Financial Planning, Inc. 0.35% Add +0.7% 4,980 $3.1M
Asset Allocation & Management Company, LLC 1.44% No change 4,979 $3.1M
Lion Street Advisors, LLC 0.93% Add +10.7% 4,965 $3.1M
Black Diamond Financial, LLC 0.48% Add +0.3% 4,961 $3.1M
PBMares Wealth Management LLC 0.56% Add +0.0% 4,957 $3.1M
Cottage Street Advisors LLC 1.59% Reduce -3.0% 4,937 $3.1M
Virtus Wealth Solutions LLC 0.63% Add +7.1% 4,924 $3.0M
Fortress Financial Group, LLC 2.56% Add +0.6% 4,895 $3.0M
Vega Investment Solutions 0.71% No change 4,889 $3.0M
Smith Salley Wealth Management 0.17% Add +5.7% 4,886 $3.0M
Centricity Wealth Management, LLC 2.41% Reduce -0.0% 4,878 $3.0M
Sound Income Strategies, LLC 0.17% Reduce -23.1% 4,872 $3.0M
Rollins Financial Advisors, LLC 0.48% Reduce -6.7% 4,866 $3.0M
SP Asset Management LLC 0.25% Add +0.4% 4,861 $3.0M
Searle & Co. 0.85% Add +0.9% 4,850 $3.0M
Private Wealth Group, LLC 1.59% No change 4,848 $3.0M
Manchester Financial Inc. 0.63% Add +40.8% 4,834 $3.0M
Ameraudi Asset Management, Inc. 1.57% Reduce -7.3% 4,833 $3.0M
Integrated Financial Solutions, Inc. 2.54% — 4,833 $3.0M
Spectrum Wealth Advisory Group, LLC 1.38% Reduce -20.8% 4,813 $3.0M
Fortress Private Ledger, LLC 1.35% Add +15.3% 4,813 $3.0M
SOA Wealth Advisors, LLC. 0.54% Reduce -0.2% 4,810 $3.0M
Werba Rubin Papier Wealth Management 0.56% Add +3.0% 4,806 $3.0M
Noked Israel Ltd 0.55% No change 4,794 $3.0M
Ellevest, Inc. 0.47% Reduce -2.7% 4,793 $3.0M
Advanced Asset Management Advisors Inc 0.80% Add +8.2% 4,787 $3.0M
Mathes Company, Inc. 1.10% Reduce -1.9% 4,780 $3.0M
Pacific Center for Financial Services 0.80% Reduce -1.5% 4,776 $3.0M
Gladwyn Financial Advisors, Inc. 2.28% — 4,768 $2.9M
Fortem Financial Group, LLC 0.95% Add +65.4% 4,768 $2.9M
Chicago Wealth Management, Inc. 1.40% Add +7.5% 4,767 $2.9M
Trilogy Capital Inc. 0.14% Reduce -79.2% 4,759 $2.9M
Clarity Capital Advisors, LLC 1.71% Add +0.1% 4,749 $2.9M
Axis Wealth Partners, LLC 1.93% Reduce -0.7% 4,747 $2.9M
Apollon Financial, LLC 0.62% Reduce -1.6% 4,747 $2.9M
SGL Investment Advisors, Inc. 1.41% Add +3.6% 4,715 $2.9M
Kelleher Financial Advisors 1.01% Add +1.6% 4,724 $2.9M
Rydar Equities, Inc. 2.30% — 4,719 $2.9M
Buck Wealth Strategies, LLC 0.44% Add +50.5% 4,715 $2.9M
Zevenbergen Capital Investments LLC 0.06% Reduce -1.1% 4,705 $2.9M
Olistico Wealth, LLC 1.61% Reduce -0.0% 4,703 $2.9M
PUREfi Wealth, LLC 2.31% Add +3.7% 4,679 $2.9M
Aurelius Family Office LLC 1.37% Reduce -0.3% 4,677 $2.9M
Armstrong Henry H Associates Inc. 0.27% Reduce -14.4% 4,668 $2.9M
Newman Dignan & Sheerar, Inc. 0.66% Add +5.8% 4,666 $2.9M
Patriot Investment Management Group, Inc. 0.20% Add +3.8% 4,658 $2.9M
Cahaba Wealth Management, Inc. 0.22% Add +0.9% 4,656 $2.9M
Verum Partners LLC 0.66% Reduce -1.7% 4,655 $2.9M
Aviance Capital Partners, LLC 0.37% Reduce -0.6% 4,642 $2.9M
Cherrydale Wealth Management, LLC 1.00% Reduce -43.9% 4,635 $2.9M
Mirador Capital Partners LP 0.47% Reduce -5.6% 4,633 $2.9M
Essential Planning, LLC. 1.07% Add +44.7% 4,632 $2.9M
Stokes Family Office, LLC 0.30% Add +0.2% 4,621 $2.9M
Merrion Investment Management Co, LLC 1.85% Reduce -3.0% 4,609 $2.8M
Curran Financial Partners, LLC 0.63% Add +4.0% 4,604 $2.8M
Equita Financial Network, Inc. 1.13% Add +7.1% 4,602 $2.8M
First Commonwealth Financial Corp 0.61% Reduce -10.6% 4,600 $2.8M
Metis Global Partners, LLC 0.07% Add +63.9% 4,599 $2.8M
MV Capital Management, Inc. 0.29% No change 4,596 $2.8M
Tranquilli Financial Advisor LLC 1.76% Add +76.2% 4,592 $2.8M
Strategic Financial Concepts, LLC 0.40% Reduce -19.8% 4,579 $2.8M
Builder Investment Group Inc. 0.70% Reduce -0.6% 4,578 $2.8M
1 North Wealth Services LLC 1.12% Reduce -23.5% 4,573 $2.8M
Main Street Group, LTD 1.02% Add +2.0% 4,568 $2.8M
Hoese & Co LLP 2.27% Add +8.3% 4,561 $2.8M
Leigh Baldwin & Co., LLC 1.85% Reduce -6.9% 4,559 $2.8M
Kagan Cocozza Asset Management 2.16% Add +27.4% 4,557 $2.8M
Affinity Capital Advisors, LLC 0.48% Add +2.4% 4,549 $2.8M
Ironwood Financial, llc 0.60% No change 5,023 $2.8M
Marshall & Sullivan Inc. 1.35% Reduce -0.6% 4,547 $2.8M
Longview Financial Advisors, Inc. 2.38% Reduce -2.9% 4,543 $2.8M
Cadinha & Co. LLC 0.47% Reduce -0.9% 4,543 $2.8M
Prosperity Planning, Inc. 1.13% Reduce -3.0% 4,532 $2.8M
Cooper/Haims Advisors, LLC 1.38% Add +1.5% 4,529 $2.8M
Altiora Financial Group, LLC 0.55% Reduce -4.5% 4,517 $2.8M
Financial Enhancement Group LLC 0.40% Add +37.4% 4,471 $2.8M
Oarsman Capital, Inc. 0.44% Add +8.8% 4,512 $2.8M
Tufton Capital Management 0.53% Add +0.5% 4,501 $2.8M
ProVise Management Group, LLC 0.22% Add +1.2% 4,495 $2.8M
Bull Street Advisors, LLC 1.33% Reduce -2.5% 4,492 $2.8M
NFSG Corp 0.45% Add +7.3% 4,488 $2.8M
BNC Wealth Management, LLC 0.82% Add +20.6% 4,479 $2.8M
BWM Planning, LLC 0.95% New 4,472 $2.8M
Clark Capital Management Group, Inc. 0.02% Add +18.9% 4,469 $2.8M
Red Door Wealth Management, LLC 0.33% Reduce -6.5% 4,461 $2.8M
Paces Ferry Wealth Advisors, LLC 1.27% Add +0.2% 4,457 $2.8M
McIlrath & Eck, LLC 0.31% Reduce -2.6% 4,452 $2.8M
Integral Investment Advisors, Inc. 0.78% Add +1.2% 4,449 $2.7M
Bridges Investment Management Inc. 0.04% Reduce -0.7% 4,443 $2.7M
River Street Advisors LLC 1.18% Reduce -1.8% 4,441 $2.7M
Arbor Wealth Advisors LLC 2.23% No change 4,441 $2.7M
Consilium Wealth Advisory, LLC 1.16% Add +52.5% 4,440 $2.7M
VeraBank, N.A. 0.55% Add +24.8% 4,439 $2.7M
Stone Summit Wealth LLC 0.85% Add +6.8% 4,433 $2.7M
TPG Advisors LLC 1.98% Reduce -0.8% 4,429 $2.7M
Barnes Wealth Management Group, Inc 1.62% Add +1.4% 4,427 $2.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.59% Add +2.5% 4,420 $2.7M
Confluence Wealth Services, Inc. 0.15% Add +1.6% 4,418 $2.7M
Elevation Point Wealth Partners, LLC 0.21% Reduce -2.2% 4,418 $2.7M
Siligmueller & Norvid Wealth Advisors LLC 1.06% No change 4,372 $2.7M
Red Lighthouse Investment Management, LLC 1.04% Reduce -1.9% 4,417 $2.7M
BCS Wealth Management 0.59% Add +21.3% 4,412 $2.7M
Prelude Capital Management, LLC 0.27% Reduce -1.7% 4,412 $2.7M
Hillman Co. 1.04% Reduce -57.5% 4,411 $2.7M
SMI Advisory Services, LLC 0.53% Add +2.9% 4,366 $2.7M
Cooksen Wealth, LLC 2.19% Reduce -0.8% 4,409 $2.7M
Grange Capital, LLC 2.85% Reduce -11.6% 4,407 $2.7M
Peterson Wealth Services 0.74% Reduce -10.3% 4,399 $2.7M
Wellington Shields & Co., LLC 0.77% Add +0.3% 4,390 $2.7M
Centurion Wealth Management LLC 0.78% Add +36.4% 4,388 $2.7M
Geometric Wealth Advisors 0.40% Reduce -18.1% 4,381 $2.7M
Ameriflex Group, Inc. 1.42% Add +1.1% 4,423 $2.7M
10Elms LLP 3.00% No change 4,379 $2.7M
City State Bank 0.84% Reduce -4.8% 4,361 $2.7M
Whitaker-Myers Wealth Managers, LTD. 0.68% Add +43.4% 4,358 $2.7M
Tidemark, LLC 0.87% Reduce -4.1% 4,357 $2.7M
Flaharty Asset Management, LLC 0.37% Reduce -3.8% 4,340 $2.7M
Erickson Financial Group, LLC 1.81% Reduce -6.0% 4,340 $2.7M
SkyOak Wealth, LLC 0.54% Add +64.9% 4,340 $2.7M
Stenger Family Office, LLC 0.69% — 4,224 $2.7M
MPS Loria Financial Planners, LLC 0.79% Reduce -0.8% 4,332 $2.7M
Parkside Investments, LLC 0.36% Reduce -2.8% 4,331 $2.7M
D L Carlson Investment Group Inc. 0.49% Reduce -25.6% 4,326 $2.7M
Clarkston Capital Partners, LLC 0.06% Add +4.5% 4,325 $2.7M
Maple Capital Management, Inc. 0.18% Add +21.4% 4,325 $2.7M
Aull & Monroe Investment Management Corp 1.44% No change 4,324 $2.7M
Baldwin Investment Management, LLC 0.32% Reduce -10.4% 4,318 $2.7M
Garrison Point Advisors, LLC 1.22% Add +10.7% 4,318 $2.7M
Pandora Wealth, Inc. 1.64% Add +4.6% 4,306 $2.7M
Fiduciary Financial Group, LLC 0.48% Reduce -9.9% 4,304 $2.7M
Hilltop National Bank 0.69% — 4,300 $2.7M
NorthStar Asset Management LLC 1.40% Add +17.6% 4,291 $2.7M
WESCAP Management Group, Inc. 0.60% Reduce -38.1% 4,280 $2.6M
Warren Street Wealth Advisors, LLC 0.88% Add +119.7% 4,275 $2.6M
Annis Gardner Whiting Capital Advisors, LLC 0.91% Reduce -2.1% 4,242 $2.6M
Trust Co. of Toledo NA 0.29% New 4,247 $2.6M
IFC Advisors LLC 0.49% Reduce -1.2% 4,225 $2.6M
Private Capital Advisors, Inc. 0.32% Add +1.9% 4,223 $2.6M
Team Hewins, LLC 0.94% No change 4,189 $2.6M
TBH Global Asset Management, LLC 0.55% Reduce -13.5% 4,197 $2.6M
Crescent Park Management, L.P. 1.10% Reduce -5.0% 4,187 $2.6M
Blue Chip Partners, LLC 0.21% Add +15.1% 4,184 $2.6M
YANKCOM Partnership 1.26% Add +6.7% 4,178 $2.6M
Alpha Zero LLC 1.68% Add +4.2% 4,178 $2.6M
Park Edge Advisors, LLC 0.66% Add +93.6% 4,168 $2.6M
Allred Capital Management, LLC 0.96% No change 4,164 $2.6M
Lake Street Private Wealth, LLC 0.37% Reduce -0.4% 4,161 $2.6M
Hughes Financial Services, LLC 0.44% Reduce -4.4% 4,061 $2.6M
Wedgewood Investors Inc. 2.95% Reduce -0.1% 4,149 $2.6M
Graybill Wealth Management, LTD. 0.84% Add +9.8% 4,144 $2.6M
Lazari Capital Management, Inc. 0.96% Reduce -0.7% 4,131 $2.6M
Forthright Family Wealth Advisory LLC 1.62% Add +0.6% 4,130 $2.6M
Future You Wealth LLC 1.38% Reduce -6.8% 4,125 $2.5M
ClearAlpha Technologies LP 7.33% New 4,117 $2.5M
REDW Wealth LLC 1.01% Reduce -13.9% 4,110 $2.5M
Euclidean Capital LLC 0.83% No change 4,104 $2.5M
Davidson Trust Co. 1.17% Add +1.2% 4,091 $2.5M
General Partner, Inc. 1.48% No change 4,088 $2.5M
James Investment Research, Inc. 0.30% No change 4,083 $2.5M
Cambridge Advisors Inc. 0.53% Reduce -0.4% 4,071 $2.5M
Lifeworks Advisors, LLC 0.37% Reduce -21.5% 4,069 $2.5M
OMNI 360 Wealth, Inc. 1.56% Add +1.0% 4,066 $2.5M
Miramar Fiduciary Corp 2.04% No change 4,056 $2.5M
Rice Partnership, LLC 0.44% Reduce -1.8% 4,054 $2.5M
CCG Wealth Management, LLC 1.31% Add +4.5% 4,038 $2.5M
Whalerock Point Partners, LLC 0.55% No change 4,034 $2.5M
Worth Financial Advisory Group, LLC 1.53% Reduce -3.5% 4,025 $2.5M
Canal Capital Management, LLC 0.39% Add +7.0% 4,022 $2.5M
Tudor Financial Inc. 1.41% Reduce -11.3% 4,018 $2.5M
Yardley Wealth Management LLC 1.36% Reduce -1.7% 4,016 $2.5M
Sculati Wealth Management, LLC 0.93% Add +2.5% 4,013 $2.5M
Baron Silver Stevens Financial Advisors, LLC 0.40% No change 4,010 $2.5M
Insight 2811, Inc. 1.17% Reduce -1.6% 4,008 $2.5M
Spring Capital Management, LLC 1.30% No change 4,004 $2.5M
Highlander Partners, L.P. 0.95% No change 4,000 $2.5M
Kornitzer Capital Management Inc. 0.05% No change 3,990 $2.5M
V. M. Manning & Co., Inc. 2.72% — 3,823 $2.5M
Westside Investment Management, Inc. 0.46% Reduce -30.9% 3,987 $2.5M
Moss Adams Wealth Advisors LLC 0.22% Add +2.3% 3,972 $2.5M
HBW Advisory Services LLC 0.30% Reduce -14.3% 3,981 $2.5M
White Lighthouse Investment Management Inc. 0.40% Add +0.3% 3,978 $2.5M
Stonegate Investment Group, LLC 0.06% Reduce -4.4% 3,977 $2.5M
Maia Wealth LLC 0.47% Add +0.4% 3,975 $2.5M
T. Rowe Price Associates Inc. 0.00% Reduce -91.0% 3,964 $2.5M
Goodman Financial Corp 0.49% Reduce -34.1% 3,962 $2.4M
WNY Asset Management, LLC 0.27% Reduce -1.7% 3,958 $2.4M
Burford Brothers, Inc. 1.12% Add +377.3% 3,957 $2.4M
Founders Grove Wealth Partners, LLC 0.61% Add +1.6% 3,957 $2.4M
Baldwin Wealth Partners LLC 0.17% No change 3,954 $2.4M
LMCG Investments, LLC 0.15% Reduce -6.2% 3,954 $2.4M
Lionsbridge Wealth Management LLC 2.43% Add +130.4% 3,953 $2.4M
Stonehage Fleming Financial Services Holdings Ltd 0.07% Reduce -4.1% 3,926 $2.4M
Panoramic Capital Partners, LLC 1.68% Add +17.6% 3,876 $2.4M
Sheets Smith Wealth Management 0.28% Add +4.2% 3,913 $2.4M
Chesapeake Asset Management LLC 2.20% Reduce -8.0% 3,904 $2.4M
Manhattan West Asset Management, LLC 0.56% Reduce -3.0% 3,909 $2.4M
Sawgrass Asset Management LLC 0.27% Add +1.3% 3,899 $2.4M
AlpenGlobal Capital LLC 1.44% Add +0.7% 3,895 $2.4M
Astoria Portfolio Advisors LLC. 0.67% Add +0.2% 3,781 $2.4M
EdgeRock Capital LLC 0.76% Reduce -5.3% 3,874 $2.4M
Facet Wealth, Inc. 0.05% Reduce -3.8% 3,783 $2.4M
Valley National Advisers Inc. 0.39% Add +0.3% 3,868 $2.4M
Signet Financial Management, LLC 0.30% Reduce -17.9% 3,866 $2.4M
Capstone Financial Advisors, Inc. 0.14% Reduce -4.0% 3,855 $2.4M
Net Worth Advisory Group 0.53% Add +89.5% 3,850 $2.4M
Eagle Rock Investment Company, LLC 0.38% Add +4.5% 3,840 $2.4M
Grandfield & Dodd, LLC 0.14% Reduce -0.4% 3,839 $2.4M
BCR Wealth Strategies, LLC 0.92% No change 3,840 $2.4M
Register Financial Advisors LLC 1.03% Add +30.5% 3,836 $2.4M
Goldstein Advisors, LLC 0.32% No change 3,832 $2.4M
Level Financial Advisors 0.74% Reduce -3.1% 3,825 $2.4M
BLVD Private Wealth, LLC 2.22% — 3,819 $2.4M
Lantern Wealth Advisors, LLC 1.40% — 3,807 $2.4M
Eldridge Investment Advisors, Inc. 0.49% No change 3,803 $2.3M
Charles Schwab Trust Co 0.18% Add +7.8% 3,803 $2.3M
FMB Wealth Management 1.12% Reduce -0.0% 3,802 $2.3M
JNBA Financial Advisors 0.23% Add +4.5% 3,798 $2.3M
Peoples Bank 1.57% Add +0.4% 3,796 $2.3M
Comprehensive Financial Planning, Inc. 1.84% Reduce -1.5% 3,791 $2.3M
Bank of Nova Scotia Trust Co. 0.23% Reduce -0.3% 3,785 $2.3M
GR Financial Group, LLC 0.57% Reduce -99.2% 3,784 $2.3M
Chung Wu Investment Group, LLC 2.43% Reduce -4.8% 3,780 $2.3M
Archford Capital Strategies, LLC 0.30% Reduce -26.5% 3,779 $2.3M
CFO4Life Group, LLC 0.36% Reduce -0.1% 3,772 $2.3M
Bingham Private Wealth, LLC 2.21% Add +0.8% 3,760 $2.3M
Sierra Summit Advisors LLC 0.41% Reduce -0.9% 3,755 $2.3M
Silvia McColl Wealth Management, LLC 1.68% Add +0.3% 3,749 $2.3M
Lionshead Wealth Management, LLC 2.14% Reduce -0.2% 3,747 $2.3M
Lynx Investment Advisory 1.51% Reduce -15.9% 3,741 $2.3M
Affinity Wealth Management LLC 0.37% Reduce -0.0% 3,735 $2.3M
Disciplined Investments, LLC 0.98% Reduce -0.1% 3,733 $2.3M
Park Place Capital Corp 0.52% Add +79.0% 3,730 $2.3M
Oxbow Advisors, LLC 0.26% Reduce -9.8% 3,718 $2.3M
Snider Financial Group 0.66% Add +46.8% 3,717 $2.3M
Barr E S & Co. 0.13% Reduce -1.3% 3,713 $2.3M
Pin Oak Investment Advisors Inc. 1.94% Reduce -1.4% 4,096 $2.3M
Bill Few Associates, Inc. 0.65% No change 3,706 $2.3M
Wellington Shields Capital Management, LLC 0.39% Reduce -15.3% 3,701 $2.3M
Chickasaw Capital Management LLC 0.09% Add +31.1% 3,693 $2.3M
CFC Planning Co LLC 2.20% Add +7.5% 3,689 $2.3M
ICW Investment Advisors LLC 0.90% Reduce -0.4% 3,689 $2.3M
BIP Alliance, LLC 0.87% Add +40.5% 3,681 $2.3M
Claris Financial LLC 1.71% Add +22.1% 3,671 $2.3M
Acorn Financial Advisory Services Inc. 0.37% Reduce -3.7% 3,670 $2.3M
Suncoast Equity Management 0.23% Add +11.3% 3,659 $2.3M
Grove Street Fiduciary, LLC 1.09% Add +0.1% 3,654 $2.3M
Wealth Alliance Advisory Group, LLC 0.43% Add +3.5% 3,654 $2.3M
Consilio Wealth Advisors, LLC 0.81% Add +74.8% 3,670 $2.3M
Freestate Advisors LLC 2.01% Reduce -75.7% 3,643 $2.3M
Selective Wealth Management, Inc. 0.82% Reduce -1.2% 3,578 $2.2M
Forte Capital LLC 0.24% Add +12.6% 3,613 $2.2M
Cranbrook Wealth Management, LLC 0.48% Reduce -0.8% 3,610 $2.2M
Uptown Financial Advisors LLC 2.07% Reduce -3.9% 3,608 $2.2M
CapWealth Advisors, LLC 0.22% Add +20.1% 3,592 $2.2M
Melfa Wealth Management, Inc. 1.40% Reduce -0.7% 3,584 $2.2M
Financial Management Professionals, Inc. 0.25% Reduce -86.3% 3,572 $2.2M
J.P. Marvel Investment Advisors, LLC 0.36% No change 3,582 $2.2M
McCarthy & Cox 0.58% Reduce -0.6% 3,582 $2.2M
Eagle Capital Management LLC 0.01% Reduce -33.0% 3,563 $2.2M
Leith Wheeler Investment Counsel Ltd. 0.16% No change 3,550 $2.2M
Wagner Wealth Management, LLC 0.50% Reduce -6.3% 3,544 $2.2M
Catalina Capital Group, LLC 1.48% Add +12.7% 3,542 $2.2M
Fairview Capital Investment Management, LLC 0.11% Reduce -2.6% 3,540 $2.2M
Abundance Wealth Counselors 0.41% Reduce -20.1% 3,537 $2.2M
1607 Capital Partners, LLC 0.18% New 3,520 $2.2M
Marshall Financial Group, LLC 0.43% Reduce -13.6% 3,503 $2.2M
ARS Wealth Advisors Group, LLC 0.25% Reduce -2.1% 3,519 $2.2M
Murphy & Mullick Capital Management Corp 1.77% Add +195.9% 3,456 $2.2M
Modus Advisors, LLC 0.65% Add +0.1% 3,518 $2.2M
Byrne Financial Freedom, LLC 1.08% Reduce -5.2% 3,507 $2.2M
KMT Wealth Management, LLC 1.28% Reduce -55.2% 3,504 $2.2M
Williams & Novak, LLC 1.84% Reduce -26.6% 3,504 $2.2M
Yacktman Asset Management 0.03% Reduce -16.6% 3,503 $2.2M
Falcon Wealth Planning 0.22% Reduce -1.7% 3,498 $2.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.46% Add +25.1% 3,483 $2.2M
Costello Asset Management, INC 0.81% Reduce -1.5% 3,481 $2.2M
Allegiance Financial Group Advisory Services LLC 0.57% Reduce -24.3% 3,463 $2.1M
Mainstream Capital Management LLC 1.56% Add +2.7% 3,471 $2.1M
Ami Asset Management Corp. 0.12% Reduce -20.0% 3,469 $2.1M
Chemistry Wealth Management LLC 0.46% Add +13.3% 3,466 $2.1M
Hippocratic Financial Advisors, LLC 1.14% Reduce -2.6% 3,465 $2.1M
Tableaux LLC 1.23% Add +0.1% 3,462 $2.1M
Alaethes Wealth, LLC 0.64% Add +16.9% 3,451 $2.1M
Lokken Investment Group LLC 0.82% Add +13.6% 3,458 $2.1M
Altfest L J & Co. Inc. 0.25% Reduce -6.6% 3,452 $2.1M
Winebrenner Capital Management LLC 1.72% Add +0.9% 3,447 $2.1M
Droms Strauss Advisors Inc. /Mo/ 0.65% Reduce -2.6% 3,437 $2.1M
Argyle Capital Partners, LLC 1.75% Reduce -6.9% 3,431 $2.1M
Summit X, LLC 0.39% Add +3.0% 3,421 $2.1M
Liberty Capital Management, Inc. 0.43% Add +0.0% 3,420 $2.1M
Roberts Wealth Advisors, LLC 0.61% Reduce -16.9% 3,419 $2.1M
Auour Investments LLC 0.73% Reduce -0.6% 3,418 $2.1M
Bradley & Co. Private Wealth Management, LLC 1.29% No change 3,416 $2.1M
Astra Wealth Partners LLC 1.70% Reduce -0.6% 3,405 $2.1M
Cherry Tree Wealth Management, LLC 0.49% No change 3,414 $2.1M
DGS Capital Management, LLC 0.43% Add +1.6% 3,410 $2.1M
Campbell Deegan Wealth Management, LLC 2.07% Add +0.3% 3,408 $2.1M
Sterling Investment Advisors, Ltd. 0.46% Add +3.1% 3,408 $2.1M
Capital Markets Trading UK LLP 2.39% Add +172.5% 3,406 $2.1M
CM Wealth Advisors LLC 0.62% New 3,394 $2.1M
Delta Capital Management LLC 1.19% No change 3,400 $2.1M
Sentry LLC 0.42% Reduce -4.4% 3,399 $2.1M
SK Wealth Management, LLC 0.91% Add +0.3% 3,348 $2.1M
River Wealth Advisors LLC 0.26% Add +6.1% 3,377 $2.1M
Impact Capital Partners LLC 0.68% Add +43.5% 3,377 $2.1M
Traphagen Investment Advisors LLC 0.20% Reduce -13.6% 3,376 $2.1M
Sather Financial Group Inc 0.12% Reduce -2.9% 3,376 $2.1M
LVW Advisors, LLC 0.23% Add +0.6% 3,376 $2.1M
Naviter Wealth, LLC 0.26% Add +0.1% 3,361 $2.1M
O'ROURKE & COMPANY, Inc 0.97% Add +7.2% 3,370 $2.1M
CoreFirst Bank & Trust 1.17% No change 3,367 $2.1M
Vaughan David Investments LLC 0.05% Add +15.6% 3,361 $2.1M
Elevatus Welath Management 0.69% No change 3,361 $2.1M
Renaissance Investment Group LLC 0.45% Add +3.8% 3,361 $2.1M
American Capital Advisory, LLC 1.04% Reduce -1.7% 3,358 $2.1M
Country Trust Bank 0.05% Reduce -3.0% 3,353 $2.1M
Bright Financial Advisors, Inc. 1.15% No change 3,347 $2.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.65% Add +24.6% 3,346 $2.1M
Portland Financial Advisors Inc 4.95% No change 3,340 $2.1M
Powell Investment Advisors, LLC 0.77% Add +3.2% 3,328 $2.1M
Blueprint Financial Advisors LLC 0.66% New 3,336 $2.1M
Coyle Financial Counsel LLC 0.55% Add +7.7% 3,330 $2.1M
Kohmann Bosshard Financial Services, LLC 0.23% Add +0.0% 3,325 $2.1M
Means Investment Co., Inc. 0.19% No change 3,311 $2.0M
Global Assets Advisory, LLC 0.80% Reduce -39.2% 3,312 $2.0M
McKinley Carter Wealth Services, Inc. 0.11% Add +4.0% 3,310 $2.0M
Optimist Retirement Group LLC 0.98% Reduce -0.0% 3,304 $2.0M
Synergy Asset Management, LLC 0.23% Add +6.8% 3,304 $2.0M
Yost Capital Management, LP 2.80% Reduce -37.7% 3,300 $2.0M
Johnson Financial Group, LLC 0.19% Reduce -0.2% 3,294 $2.0M
Red Wave Investments LLC 0.67% Add +3.1% 3,288 $2.0M
Agate Pass Investment Management, LLC 0.83% Reduce -1.4% 3,284 $2.0M
RTD Financial Advisors, Inc. 0.26% Add +3.3% 3,283 $2.0M
Edgar Lomax Co. 0.13% No change 3,278 $2.0M
MontVue Capital Management, Inc. 1.44% Reduce -0.7% 3,276 $2.0M
Forbes Financial Planning, Inc. 1.36% Reduce -14.2% 3,268 $2.0M
FourThought Financial Partners, LLC 0.20% Reduce -0.0% 3,265 $2.0M
Cannon Financial Strategists, Inc. 0.32% Add +14.7% 3,264 $2.0M
360 Financial, Inc. 0.64% Reduce -0.5% 3,261 $2.0M
Congress Asset Management Co. 0.01% Reduce -37.9% 3,259 $2.0M
Wallace Advisory Group, LLC 1.46% No change 3,590 $2.0M
JGP Wealth Management, LLC 0.24% Add +13.1% 3,238 $2.0M
Mogy Joel R Investment Counsel Inc. 0.12% Reduce -3.0% 3,229 $2.0M
SYM FINANCIAL Corp 0.22% Add +27.0% 3,227 $2.0M
Brand Asset Management Group, Inc. 0.74% Reduce -1.2% 3,223 $2.0M
Violich Capital Management, Inc. 0.28% Add +0.0% 3,221 $2.0M
Sunpointe, LLC 0.79% Add +24.5% 3,208 $2.0M
Northwest Capital Management Inc 1.08% Reduce -27.2% 3,213 $2.0M
DSG Capital Advisors, LLC 0.35% Add +14.9% 3,202 $2.0M
Cambria Investment Management, L.P. 0.13% New 3,196 $2.0M
Pathway Financial Advisers, LLC 0.64% Add +18.7% 3,190 $2.0M
Saxony Capital Management, LLC 1.51% Add +33.8% 3,189 $2.0M
InTrack Investment Management Inc 1.32% Reduce -28.1% 3,187 $2.0M
Widmann Financial Services, Inc. 1.37% Add +1.2% 3,185 $2.0M
Promus Capital, LLC 1.28% Add +10.4% 3,182 $2.0M
Westbourne Investment Advisors, Inc. 0.60% Add +1.2% 3,181 $2.0M
Arbor Investment Advisors, LLC 0.25% Reduce -3.7% 3,167 $2.0M
Wealth Group Ltd 0.50% Add +1.1% 3,164 $2.0M
Peak Planning Group, LLC 1.25% Reduce -60.6% 3,159 $2.0M
Integrity Wealth Solutions LLC 0.95% Reduce -3.9% 3,158 $2.0M
Randolph Co Inc 0.20% Add +0.0% 3,153 $1.9M
Strategic Wealth Investment Group, LLC 2.82% Add +21.8% 3,148 $1.9M
Shaker Investments LLC 0.80% Reduce -0.7% 3,147 $1.9M
Hanson & Doremus Investment Management 0.26% Reduce -0.1% 3,145 $1.9M
Summit Asset Management, LLC 0.32% Reduce -2.1% 3,145 $1.9M
21 West Wealth Management LLC 1.96% — 3,144 $1.9M
Everpar Advisors LLC 0.88% Add +6.7% 3,141 $1.9M
Sensible Money, LLC 0.74% Reduce -1.2% 3,140 $1.9M
TigerOak Management, L.L.C. 0.66% Add +1.1% 3,136 $1.9M
Columbia Bank 0.59% Add +253.6% 3,122 $1.9M
Interchange Capital Partners, LLC 0.45% Reduce -2.1% 3,134 $1.9M
Cordgrass Capital Advisors, LLC 0.52% Reduce -3.4% 3,134 $1.9M
McBroom & Associates, LLC 1.10% No change 3,453 $1.9M
Santori & Peters, Inc. 0.70% Add +40.0% 3,118 $1.9M
Ulland Investment Advisors, LLC 1.58% Reduce -35.7% 3,116 $1.9M
Legacy Private Trust Co. 0.12% Reduce -12.5% 3,111 $1.9M
Meyer Handelman Co. 0.06% Reduce -3.1% 3,110 $1.9M
Gilliland Jeter Wealth Management LLC 0.62% Add +1.6% 3,104 $1.9M
Bellevue Group AG 0.04% Reduce -45.2% 3,100 $1.9M
Manske Wealth Management 0.63% Reduce -0.4% 3,098 $1.9M
Old Mission Investment Co LLC 0.52% Add +15.5% 3,091 $1.9M
Founders Financial Securities LLC 0.14% Add +0.7% 3,090 $1.9M
Asset Advisors Investment Management, LLC 0.19% Reduce -6.2% 3,087 $1.9M
Seek First Inc. 1.54% Reduce -1.6% 3,084 $1.9M
CFS Investment Advisory Services, LLC 0.16% No change 3,079 $1.9M
Stratos Investment Management, LLC 0.09% Add +24.2% 3,075 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.88% Add +17.2% 3,060 $1.9M
TrueWealth Financial Partners 1.04% No change 3,059 $1.9M
AssuredPartners Investment Advisors, LLC 0.46% Reduce -9.3% 3,059 $1.9M
Lombard Odier Asset Management (USA) Corp 0.59% New 3,057 $1.9M
Delta Asset Management LLC 0.16% Reduce -0.2% 3,053 $1.9M
Trail Ridge Investment Advisors, LLC 0.91% Add +6.7% 2,983 $1.9M
Core Wealth Advisors, Inc. 0.54% Add +8.1% 3,049 $1.9M
Am Investment Strategies LLC 0.44% Add +37.1% 3,042 $1.9M
Wolff Wiese Magana LLC 1.16% Add +20.1% 3,037 $1.9M
Pension & Wealth Management Advisors, Inc. 0.63% Add +8.0% 3,033 $1.9M
Strata Wealth Advisors, LLC 0.52% Add +1.6% 3,028 $1.9M
United Asset Strategies, Inc. 0.16% Reduce -9.9% 3,026 $1.9M
Sage Advisors, LLC 1.33% Reduce -17.0% 3,022 $1.9M
Granite Bay Wealth Management, LLC 0.60% Add +14.3% 3,015 $1.9M
Stoneridge Investment Partners LLC 1.40% Reduce -9.8% 3,014 $1.9M
Geneva Partners, LLC 0.74% Add +0.1% 3,007 $1.9M
Steigerwald, Gordon & Koch Inc. 0.20% Reduce -5.2% 3,005 $1.9M
Fiduciary Family Office, LLC 0.61% No change 3,003 $1.9M
Hurley Capital, LLC 1.30% Add +96.0% 3,003 $1.9M
Able Wealth Management LLC 0.94% Add +5.7% 3,001 $1.9M
Atlanta Consulting Group Advisors, LLC 0.51% Add +0.0% 2,992 $1.9M
Asset Management One Co., Ltd. 0.01% Add +1900.0% 3,000 $1.9M
Marshall Investment Management, LLC 8.79% Reduce -75.7% 2,995 $1.9M
Fulton Bank, N.A. 0.07% Add +11.0% 2,986 $1.8M
Todd Asset Management LLC 0.04% Reduce -47.9% 2,985 $1.8M
Private Wealth Asset Management, LLC 0.24% Reduce -22.7% 2,981 $1.8M
Aventura Private Wealth, LLC 0.79% No change 2,971 $1.8M
Greystone Financial Group, LLC 0.30% Reduce -0.3% 2,969 $1.8M
Culbertson A N & Co. Inc. 0.28% Reduce -1.0% 2,967 $1.8M
Newton One Investments LLC 0.58% Add +1.5% 2,966 $1.8M
Wambolt & Associates, LLC 0.62% Add +0.7% 2,963 $1.8M
TFR Capital, LLC. 0.66% Reduce -5.1% 2,961 $1.8M
Taylor Financial Group, Inc. 1.14% Reduce -0.5% 2,955 $1.8M
Clean Yield Group 0.55% No change 2,953 $1.8M
Bank of Marin 1.38% Add +0.0% 2,952 $1.8M
Cowa, LLC 0.69% Add +4.7% 2,950 $1.8M
Nordwand Advisors, LLC 0.28% Reduce -2.0% 2,940 $1.8M
Lantz Financial LLC 0.45% Add +3.7% 2,935 $1.8M
EMC Capital Management 0.98% No change 2,935 $1.8M
Lumbard & Kellner, LLC 0.79% No change 2,932 $1.8M
Sutton Place Investors LLC 1.09% Add +0.7% 2,932 $1.8M
Stonebrook Private Inc. 0.42% Add +17.5% 2,927 $1.8M
D.B. Root & Company, LLC 0.53% Add +5.1% 2,923 $1.8M
B&D White Capital Company, LLC 0.27% No change 2,917 $1.8M
Strategic Advisors LLC 0.35% Reduce -4.5% 2,915 $1.8M
Awm Capital, LLC 0.19% Reduce -1.8% 2,905 $1.8M
Frisch Financial Group, Inc. 0.44% Add +1.0% 2,902 $1.8M
Hall Laurie J Trustee 0.59% No change 2,907 $1.8M
Beaton Management Co. Inc. 0.88% Add +2.6% 2,905 $1.8M
Hutchinson Capital Management 0.33% Reduce -11.9% 2,901 $1.8M
Navellier & Associates Inc. 0.22% No change 2,897 $1.8M
EFG Asset Management (Americas) Corp. 0.33% Add +278.3% 2,894 $1.8M
Guardian Asset Advisors, LLC 1.03% Add +21.6% 2,892 $1.8M
Dentgroup LLC 1.24% Add +83.3% 2,891 $1.8M
Exchange Bank 1.41% Reduce -1.0% 2,887 $1.8M
Heritage Financial Services, LLC 0.17% Add +3.5% 2,886 $1.8M
Bonfire Financial 1.46% Add +0.1% 2,877 $1.8M
Mandatum Life Insurance Co Ltd 0.47% No change 2,885 $1.8M
Warburton Capital Management, LLC 1.05% Add +0.1% 2,801 $1.8M
JSF Financial, LLC 0.42% Reduce -20.8% 2,876 $1.8M
Investment Advisory Services Inc. /TX 0.59% No change 2,874 $1.8M
Narus Financial Partners, LLC 0.55% Add +1.2% 2,871 $1.8M
Cambridge Financial Group, LLC 0.67% Reduce -6.4% 2,869 $1.8M
Prosperity Financial Group, Inc. 0.75% Reduce -3.8% 2,858 $1.8M
Riverstone Advisors, LLC 0.95% Add +6.7% 2,857 $1.8M
LaFleur & Godfrey LLC 0.22% Reduce -1.4% 2,850 $1.8M
Crowley Wealth Management, Inc. 1.60% Add +13.5% 2,848 $1.8M
New Century Financial Group, LLC 2.06% Reduce -27.4% 2,846 $1.8M
North Berkeley Wealth Management, LLC 1.61% Add +79.0% 2,840 $1.8M
Capital Investment Counsel, LLC 0.27% Add +5.8% 2,840 $1.8M
Wingate Wealth Advisors, Inc. 1.56% Reduce -3.7% 2,838 $1.8M
Shelton Capital Management 0.04% No change 2,838 $1.8M
Community Financial Services Group, LLC 0.35% Reduce -1.1% 2,836 $1.8M
Legacy Financial Group LLC 0.24% Add +2.9% 2,834 $1.8M
Meridian Financial Advisors, LLC 1.13% Reduce -3.0% 2,833 $1.8M
Independent Wealth Network Inc. 0.64% Add +8.0% 2,828 $1.7M
Pitti Group Wealth Management, LLC 1.51% Reduce -1.2% 2,827 $1.7M
Summit Investment Advisory Services, LLC 0.76% Add +0.1% 2,826 $1.7M
Cardinal Point Capital Management ULC 0.14% Reduce -5.2% 2,817 $1.7M
Exchange Capital Management, Inc. 0.26% Reduce -5.5% 2,821 $1.7M
Crown Wealth Group, LLC 0.65% Add +250.7% 2,816 $1.7M
Bourgeon Capital Management LLC 0.35% Add +6.7% 2,807 $1.7M
Accredited Investor Services, LLC 1.31% No change 2,806 $1.7M
BlackDiamond Wealth Management, LLC 1.00% Reduce -0.1% 2,805 $1.7M
Upper Left Wealth Management, LLC 1.16% Add +31.1% 2,802 $1.7M
Claret Asset Management Corp 0.23% New 2,799 $1.7M
American Financial Advisors, LLC 0.24% Add +3.1% 2,797 $1.7M
Disciplined Investors, L.L.C. 1.35% Add +1.0% 2,794 $1.7M
Atlantic Edge Private Wealth Management, LLC 0.47% Add +3.3% 2,794 $1.7M
Citizens & Northern Corp. 0.46% No change 2,793 $1.7M
Spinnaker Investment Group, LLC 0.41% Add +0.2% 2,793 $1.7M
Sava Infond d.o.o. 0.27% Add +9.9% 2,780 $1.7M
Index Fund Advisors, Inc. 0.10% Reduce -1.8% 2,778 $1.7M
Medallion Wealth Advisors, LLC 0.66% Reduce -8.9% 2,773 $1.7M
MA Private Wealth 0.31% Reduce -4.1% 2,768 $1.7M
Philadelphia Trust Co. 0.13% No change 2,761 $1.7M
Financial Life Planners 1.39% Reduce -12.2% 2,758 $1.7M
MSH Capital Advisors LLC 0.49% Add +2.0% 2,757 $1.7M
Hiley Hunt Wealth Management 0.86% Add +109.6% 2,742 $1.7M
Atwood & Palmer Inc. 0.11% Add +2.0% 2,753 $1.7M
JT Stratford LLC 0.26% Add +5.6% 2,748 $1.7M
Spectrum Asset Management, Inc. (NB/CA) 0.74% Add +0.0% 2,739 $1.7M
Forefront Analytics, LLC 1.90% Add +0.3% 2,746 $1.7M
Altus Wealth Management, LLC 0.81% Reduce -19.6% 2,738 $1.7M
Somerset Group LLC 1.43% No change 2,736 $1.7M
Lee Danner & Bass Inc. 0.13% Add +1.3% 2,732 $1.7M
Trinity Legacy Partners, LLC 0.41% Add +0.1% 2,700 $1.7M
High Probability Advisors, LLC 0.25% Reduce -3.4% 2,728 $1.7M
Asset Allocation Strategies LLC 0.37% Reduce -7.0% 2,726 $1.7M
Ayrshire Capital Management LLC 0.81% No change 2,723 $1.7M
LexAurum Advisors, LLC 0.27% Reduce -1.9% 2,720 $1.7M
Clarity Financial LLC 0.18% Add +2.5% 2,720 $1.7M
Birch Hill Investment Advisors LLC 0.07% Reduce -7.0% 2,717 $1.7M
Valtinson Bruner Financial Planning LLC 0.53% Reduce -5.9% 2,710 $1.7M
TFC Financial Management, Inc. 0.23% Reduce -4.5% 2,710 $1.7M
Gables Capital Management Inc. 0.79% Add +21.1% 2,709 $1.7M
May Hill Capital, LLC 0.55% Reduce -0.2% 2,706 $1.7M
Sugar Maple Asset Management, LLC 1.30% Add +313.9% 2,703 $1.7M
Staley Capital Advisers Inc. 0.07% Reduce -42.5% 2,703 $1.7M
Crossmark Global Holdings, Inc. 0.03% Add +174.1% 2,703 $1.7M
Colonial Trust Advisors 0.14% Add +1.6% 2,700 $1.7M
Old Port Advisors 0.46% Reduce -3.5% 2,699 $1.7M
Clearwater Capital Advisors, LLC 0.15% Add +1.4% 2,699 $1.7M
Legacy Financial Advisors, Inc. 0.26% Reduce -4.8% 2,693 $1.7M
Palo Alto Wealth Advisors, LLC 0.63% No change 2,685 $1.7M
Seros Financial, LLC 1.05% Add +0.4% 2,690 $1.7M
Peninsula Asset Management Inc. 0.88% Reduce -0.9% 2,685 $1.7M
Financial Council, LLC 0.80% Add +0.1% 2,684 $1.7M
Marex Group Ltd 0.03% Reduce -37.3% 2,681 $1.7M
Main Street Research LLC 0.10% Add +23.0% 2,671 $1.7M
Long Road Investment Counsel, LLC 0.62% Add +112.8% 2,679 $1.7M
United Advisor Group, LLC 0.29% Reduce -30.3% 2,677 $1.7M
Occidental Asset Management, LLC 0.23% Add +0.8% 2,675 $1.7M
Trillium Asset Management, LLC 0.04% Reduce -29.2% 2,669 $1.6M
Proathlete Wealth Management LLC 0.52% Reduce -0.3% 2,668 $1.6M
Hudson Portfolio Management LLC 1.54% Add +5.8% 2,667 $1.6M
Foster Victor Wealth Advisors, LLC 0.11% Add +13.6% 2,640 $1.6M
Aire Advisors, LLC 0.32% Add +0.4% 2,666 $1.6M
Wealth Preservation Advisors, LLC 1.01% No change 2,661 $1.6M
Cape Ann Savings Bank 0.98% Reduce -0.2% 2,659 $1.6M
Bell Investment Advisors, Inc 0.28% Add +22.1% 2,656 $1.6M
SS&H Financial Advisors, Inc. 0.55% No change 2,656 $1.6M
Palouse Capital Management, Inc. 1.10% Add +18.2% 2,655 $1.6M
First PREMIER Bank 0.40% Reduce -13.2% 2,654 $1.6M
Tobias Financial Advisors, Inc. 0.28% No change 2,651 $1.6M
Bridgewealth Advisory Group, LLC 0.42% New 2,648 $1.6M
Leslie Global Wealth, LLC 0.87% Add +61.3% 2,644 $1.6M
Natural Investments, LLC 0.42% Add +1.9% 2,643 $1.6M
Dodds Wealth, LLC 0.44% Reduce -1.5% 2,640 $1.6M
NCP Inc. 1.54% Reduce -5.5% 2,638 $1.6M
Cambridge Capital Management, LLC 0.87% Add +0.3% 2,637 $1.6M
Westbourne Investments, Inc. 0.87% Reduce -0.9% 2,633 $1.6M
Purkiss Capital Advisors LLC 0.90% Add +309.7% 2,630 $1.6M
Karpus Management, Inc. 0.05% Add +75.3% 2,630 $1.6M
Darden Wealth Group Inc 0.98% Reduce -0.5% 2,624 $1.6M
Front Row Advisors LLC 0.56% Reduce -4.8% 2,614 $1.6M
Payne Capital Management, LLC 0.62% Reduce -7.7% 2,621 $1.6M
Sterling Financial Planning, Inc. 0.54% Reduce -0.1% 2,621 $1.6M
October Effect Ltd 1.94% — 2,605 $1.6M
Good Steward Wealth Advisors,LLC 1.26% Add +143.3% 2,601 $1.6M
Wexford Capital LP 0.45% No change 2,596 $1.6M
Quotient Wealth Partners, LLC 0.05% Add +35.3% 2,595 $1.6M
Midwest Financial Group LLC 0.84% Add +5.6% 2,593 $1.6M
Floyd Financial Group LLC 1.48% Add +9.8% 2,561 $1.6M
Aster Capital Management (DIFC) Ltd 0.36% New 2,592 $1.6M
Robinson Smith Wealth Advisors LLC 1.28% Add +3.6% 2,592 $1.6M
RiverGlades Family Offices LLC 1.05% Add +0.0% 2,591 $1.6M
Hudson Value Partners, LLC 0.55% Add +1.8% 2,585 $1.6M
Realta Investment Advisors 0.63% Reduce -7.8% 2,583 $1.6M
Polen Capital Management LLC 0.00% Add +78.3% 2,582 $1.6M
Bravias Capital Group, LLC 1.17% Reduce -9.3% 2,575 $1.6M
Kuhn & Co Investment Counsel 1.20% Add +1.0% 2,566 $1.6M
Mattern Capital Management, LLC 0.19% Add +64.4% 2,565 $1.6M
Stevens Capital Partners 0.57% Add +92.2% 2,504 $1.6M
Davidson Kahn Capital Management, LLC 1.01% Reduce -3.4% 2,562 $1.6M
Allium Financial Advisors, LLC 1.38% Reduce -50.5% 2,561 $1.6M
Nicholas Wealth, LLC. 1.39% Add +8.5% 2,559 $1.6M
Parkside Advisors LLC 0.35% No change 2,552 $1.6M
Gilman Hill Asset Management, LLC 0.26% Add +1.0% 2,546 $1.6M
Capital Investment Counsel, Inc 0.21% Add +4.1% 2,542 $1.6M
Fingerlakes Wealth Management, Inc. 1.17% Reduce -0.2% 2,538 $1.6M
American Capital Management Inc. 0.07% No change 2,535 $1.6M
JPL Wealth Management, LLC 0.42% Reduce -2.4% 2,535 $1.6M
Resources Management Corp. /CT/ 0.21% Reduce -0.6% 2,532 $1.6M
Excalibur Management Corp. 0.59% Reduce -0.6% 2,531 $1.6M
Hemenway Trust Co LLC 0.12% Add +2.1% 2,531 $1.6M
Gibbs Wealth Management 0.30% Add +16.4% 2,527 $1.6M
Dana Investment Advisors, Inc. 0.05% Add +0.2% 2,527 $1.6M
Investment Advisory Group, LLC 0.47% No change 2,524 $1.6M
CORDA Investment Management, LLC. 0.11% Reduce -1.4% 2,521 $1.6M
Primoris Wealth Advisors, LLC 1.06% Add +0.8% 2,520 $1.6M
Miramar Capital, LLC 0.37% No change 2,518 $1.6M
Tranquility Partners, LLC 0.55% Reduce -1.5% 2,513 $1.6M
Wealthstar Advisors, LLC 0.58% Add +1.5% 2,512 $1.6M
Ironwood Wealth Management, LLC. 0.57% Reduce -41.1% 2,512 $1.6M
Blodgett Wealth Advisors, LLC 1.21% No change 2,504 $1.5M
First Bancorp, Inc 0.89% Add +91.3% 2,501 $1.5M
Gouws Capital LLC 0.94% Add +11.6% 2,500 $1.5M
Triton Wealth Management, PLLC 0.66% — 2,435 $1.5M
Curio Wealth, LLC 0.67% Add +35514.3% 2,493 $1.5M
Whalen Wealth Management Inc. 0.97% Reduce -8.0% 2,492 $1.5M
Alpha Omega Wealth Management LLC 0.28% Add +0.3% 2,490 $1.5M
Trevian Wealth Management LLC 0.94% Add +12.2% 2,488 $1.5M
Giverny Capital 0.05% Reduce -3.6% 2,474 $1.5M
ASR Vermogensbeheer N.V. 0.02% Reduce -1.0% 2,463 $1.5M
Orcam Financial Group 1.32% Add +0.0% 2,461 $1.5M
Marshall & Sterling Wealth Advisors Inc. 1.03% Reduce -12.7% 2,459 $1.5M
Townsend Asset Management Corp. /NC/ 0.55% Add +3.5% 2,452 $1.5M
Castle Wealth Management LLC 0.55% Reduce -0.0% 2,443 $1.5M
Elite Wealth Management, Inc. 0.50% Reduce -40.7% 2,448 $1.5M
Monetary Management Group Inc. 0.37% No change 2,440 $1.5M
Smartleaf Asset Management LLC 0.13% Add +51.9% 2,450 $1.5M
Bernard Wealth Management Corp. 0.69% Reduce -0.9% 2,426 $1.5M
White Knight Strategic Wealth Advisors, LLC 1.28% Reduce -9.9% 2,426 $1.5M
Martel Wealth Advisors LLC 0.28% Add +14.2% 2,423 $1.5M
Quantum Financial Advisors, LLC 0.20% Add +0.1% 2,420 $1.5M
Permanens Capital L.P. 0.20% Reduce -38.9% 2,407 $1.5M
Pekin Hardy Strauss, Inc. 0.17% Add +8.0% 2,412 $1.5M
Leisure Capital Management 0.56% Add +4.2% 2,411 $1.5M
Capital Research Global Investors 0.00% Reduce -56.0% 2,419 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -98.7% 2,405 $1.5M
Radnor Capital Management, LLC 0.24% Add +5.1% 2,400 $1.5M
FSA Advisors, Inc. 1.20% Add +9.9% 2,398 $1.5M
CNB Bank 0.70% Add +1.2% 2,397 $1.5M
Aspen Capital Management, LLC 0.41% Add +1.2% 2,394 $1.5M
Scott Marsh Financial, LLC 0.55% — 2,393 $1.5M
Shade Tree Advisors LLC 1.29% Reduce -71.0% 2,391 $1.5M
Triangle Securities Wealth Management 0.36% Reduce -8.4% 2,389 $1.5M
Lakeridge Wealth Management LLC 0.68% Reduce -20.4% 2,385 $1.5M
Cypress Asset Management Inc. 0.35% Reduce -0.5% 2,384 $1.5M
Dearborn Partners LLC 0.07% Reduce -10.9% 2,380 $1.5M
Headinvest, LLC 0.31% Reduce -39.1% 2,376 $1.5M
Empire Financial Management Company, LLC 0.42% Reduce -7.6% 2,376 $1.5M
Bruce G. Allen Investments, LLC 1.11% Add +0.3% 2,376 $1.5M
Westfuller Advisors, LLC 0.84% Add +3.1% 2,368 $1.5M
Tanglewood Wealth Management, Inc. 0.14% No change 2,374 $1.5M
Strategies Wealth Advisors, LLC 0.16% Reduce -7.7% 2,367 $1.5M
Wealthcare Capital Partners, LLC 0.73% Reduce -11.7% 2,362 $1.5M
Kelly Financial Services LLC 0.43% Add +10.0% 2,358 $1.5M
Intellectus Partners, LLC 0.32% Add +1.5% 2,348 $1.5M
Von Berge Wealth Management Group, LLC 0.81% No change 2,305 $1.4M
Ewing Morris & Co. Investment Partners Ltd. 0.65% Add +36.5% 2,339 $1.4M
Financial Security Advisor, Inc. 0.33% Reduce -6.0% 2,343 $1.4M
Moisand Fitzgerald Tamayo, LLC 0.18% No change 2,329 $1.4M
Blue Barn Wealth, LLC 0.68% Add +164.1% 2,327 $1.4M
Frederick Financial Consultants, LLC 0.89% Add +350.8% 2,326 $1.4M
United Community Bank 0.49% Add +22.1% 2,322 $1.4M
Milestones Private Investment Advisors LLC 1.06% — 2,321 $1.4M
Syon Capital LLC 0.09% Add +70.8% 2,312 $1.4M
Southeast Asset Advisors, LLC 0.17% No change 2,312 $1.4M
Heartwood Wealth Advisors LLC 0.15% Add +11.2% 2,306 $1.4M
Gallagher Fiduciary Advisors, LLC 0.06% Add +424278.1% 9,858,304 $1.4M
Riverbend Wealth Management, LLC 1.07% Add +9.1% 2,289 $1.4M
Harris Associates (Oakmark Funds) 0.00% Reduce -19.6% 2,287 $1.4M
Janney Capital Management LLC 0.09% No change 2,283 $1.4M
Kavar Capital Partners Group, LLC 0.20% Add +5.9% 2,282 $1.4M
First Command Advisory Services, Inc. 0.01% Add +1.6% 2,276 $1.4M
Revisor Wealth Management LLC 0.50% Add +11.3% 2,230 $1.4M
N.E.W. Advisory Services LLC 0.14% Reduce -7.1% 2,264 $1.4M
EPG Wealth Management LLC 0.42% Reduce -16.4% 2,261 $1.4M
Stonehaven Wealth & Tax Solutions, LLC 1.36% Add +0.3% 2,259 $1.4M
Mustico Financial Group, Inc. 1.29% — 2,255 $1.4M
Silverleafe Capital Partners, LLC 0.49% Reduce -13.3% 2,253 $1.4M
RFG - Bristol Wealth Advisors, LLC 0.43% Add +130.6% 2,251 $1.4M
Rosenblum Silverman Sutton S F Inc. 0.34% Add +19.8% 2,251 $1.4M
Ashton Thomas Securities, LLC 0.34% Add +182.7% 2,250 $1.4M
Courage Miller Partners, LLC 0.44% Add +7.9% 2,243 $1.4M
Priebe Wealth Holdings LLC 1.20% Reduce -12.2% 2,242 $1.4M
ESL Trust Services, LLC 0.28% No change 2,234 $1.4M
Buckhead Capital Management LLC 0.53% Add +19.4% 2,231 $1.4M
Capital Planning Advisors, LLC 0.20% No change 2,227 $1.4M
Armor Investment Advisors, LLC 0.52% Add +0.0% 2,227 $1.4M
Everhart Financial Group, Inc. 0.16% Add +15.4% 2,226 $1.4M
Parthenon LLC 0.16% Reduce -1.8% 2,226 $1.4M
Fairman Group, LLC 1.13% Add +41.0% 2,217 $1.4M
Fourpath Capital Management, LLC 0.22% No change 2,222 $1.4M
Midwest Financial Network, LLC 1.36% Reduce -34.7% 2,219 $1.4M
Sebold Capital Management, Inc. 0.84% Add +0.8% 2,217 $1.4M
Capital CS Group, LLC 2.25% Add +0.1% 2,214 $1.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.27% Reduce -0.4% 2,212 $1.4M
Weatherly Asset Management L. P. 0.12% Reduce -5.8% 2,204 $1.4M
Yarger Wealth Strategies, LLC 0.71% Add +4.7% 2,207 $1.4M
Marino, Stram & Associates LLC 0.27% Add +6.4% 2,199 $1.4M
Baring Financial LLC 1.01% Reduce -5.6% 2,198 $1.4M
Missouri Trust & Investment Co 0.44% No change 2,198 $1.4M
Asset Planning Corporation 0.72% Reduce -1.1% 2,197 $1.4M
W.H. Cornerstone Investments Inc. 0.86% Reduce -0.7% 2,197 $1.4M
3Chopt Investment Partners, LLC 0.33% Reduce -0.6% 2,184 $1.4M
Narwhal Capital Management 0.11% Add +9.6% 2,189 $1.4M
Westwood Wealth Management 0.45% Reduce -0.2% 2,186 $1.4M
Friedenthal Financial 0.74% Reduce -0.8% 2,171 $1.3M
Balentine LLC 0.05% Reduce -18.0% 2,170 $1.3M
Oberweis Asset Management Inc./ 0.06% Add +0.2% 2,168 $1.3M
VAUGHAN & Co SECURITIES, INC. 0.77% No change 2,159 $1.3M
Clarity Capital Partners LLC 0.48% Reduce -8.0% 2,156 $1.3M
ERn Financial, LLC 0.28% Reduce -5.5% 2,152 $1.3M
Wallace Capital Management Inc. 0.18% Reduce -36.0% 2,147 $1.3M
SL Advisors, LLC 2.39% Add +0.1% 2,147 $1.3M
Centric Wealth Management 0.32% Add +2.1% 2,080 $1.3M
BankPlus Trust Department 0.39% Add +133.3% 2,144 $1.3M
Trust Co of Tennessee 0.31% Reduce -1.6% 2,140 $1.3M
Archer Investment Corp 0.32% Add +1.2% 2,138 $1.3M
L. Roy Papp & Associates, LLP 0.16% Add +5.0% 2,138 $1.3M
Richardson Financial Services Inc. 0.89% Add +14.4% 2,138 $1.3M
Bank of Stockton 0.39% No change 2,133 $1.3M
Core Wealth Partners LLC 0.67% Add +11.8% 2,131 $1.3M
Cutler Investment Counsel LLC 0.15% Add +2.0% 2,124 $1.3M
Fortune Financial Advisors, LLC 1.06% Add +1.1% 2,129 $1.3M
Arcadia Wealth Management, Inc. 0.89% Add +5.7% 2,124 $1.3M
Alpha Financial Partners LLC 0.94% No change 2,123 $1.3M
Mountain Pacific Investment Advisers LLC 0.10% No change 2,122 $1.3M
McGuire Investment Group, LLC 0.17% No change 2,121 $1.3M
Diversified Investment Strategies, LLC 0.89% Add +21.2% 2,120 $1.3M
Rockline Wealth Management, LLC 0.31% Reduce -1.2% 2,116 $1.3M
Horan Securities, Inc. 0.46% Reduce -0.2% 2,106 $1.3M
Bernardo Wealth Planning LLC 0.28% Add +47.1% 2,106 $1.3M
Nottingham Advisors, Inc. 0.19% Reduce -5.2% 2,104 $1.3M
Your Advocates Ltd., LLP 0.47% Add +2.9% 2,100 $1.3M
Ascension Capital Advisors, Inc. 0.54% Reduce -87.7% 2,095 $1.3M
Regency Capital Management Inc.\DE 0.67% Add +330.0% 2,081 $1.3M
Blue Zone Wealth Advisors, LLC 0.32% Reduce -1.7% 2,079 $1.3M
HF Advisory Group, LLC 0.51% Reduce -17.2% 2,076 $1.3M
One Charles Private Wealth Services, LLC 0.36% Add +1.3% 2,070 $1.3M
Rockwood Wealth Management, LLC 0.11% Add +62.7% 2,070 $1.3M
Fidelity D & D Bancorp Inc. 0.78% No change 2,069 $1.3M
Family Office Research LLC 0.60% No change 2,068 $1.3M
EagleClaw Capital Managment, LLC 0.19% Reduce -10.5% 2,067 $1.3M
Professional Advisory Services Inc. 0.16% Reduce -15.0% 2,064 $1.3M
Elm Partners Management LLC 0.07% Reduce -25.4% 2,062 $1.3M
Kapstone Financial Advisors LLC 0.64% Add +7.0% 2,061 $1.3M
Viewpoint Capital Management LLC 0.62% No change 2,061 $1.3M
Precedent Wealth Partners, LLC 0.31% Add +5.2% 2,059 $1.3M
Formidable Asset Management, LLC 0.21% No change 2,272 $1.3M
Cookson Peirce & Co. Inc. 0.06% Add +55.5% 2,054 $1.3M
Massachusetts Wealth Management 0.72% No change 2,054 $1.3M
Wealthspan Partners, LLC 0.53% Add +5.4% 2,054 $1.3M
Texas Bank & Trust Co 0.50% Reduce -7.6% 2,052 $1.3M
Telos Capital Management, Inc. 0.13% Add +2.6% 2,051 $1.3M
Prossimo Advisors, LLC 1.02% No change 2,050 $1.3M
Investment Partners Asset Management, Inc. 0.88% Add +1.4% 2,050 $1.3M
Wiser Wealth Management, Inc 0.32% Add +4.2% 2,050 $1.3M
WealthBridge Investment Counsel Inc. 0.41% Reduce -1.2% 2,046 $1.3M
Mascagni Wealth Management, Inc. 1.08% Add +8.1% 2,044 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -8.0% 2,041 $1.3M
Family Legacy Financial Solutions, LLC 1.07% — 2,036 $1.3M
Clark Asset Management, LLC 0.17% Add +13.2% 2,030 $1.3M
Congress Park Capital LLC 0.41% Reduce -1.8% 2,027 $1.3M
Kingstone Capital Partners Texas, LLC 0.82% Add +0.8% 2,027 $1.3M
Toth Financial Advisory Corp. 0.15% Reduce -7.2% 2,025 $1.3M
Lincoln Capital Corp. 0.48% Reduce -0.1% 2,021 $1.2M
Strid Group, LLC 0.18% Add +0.3% 2,017 $1.2M
Ti-Trust, Inc. 0.83% Reduce -2.1% 2,014 $1.2M
Brooks, Moore & Associates, Inc. 0.67% No change 1,965 $1.2M
Carter Financial Group, INC. 0.81% — 2,005 $1.2M
Define Financial, LLC 0.82% Add +2.7% 2,004 $1.2M
Doheny Asset Management 0.87% No change 2,000 $1.2M
Roof Eidam Maycock Peralta, LLC 0.30% Add +0.1% 2,000 $1.2M
Lam Group, Inc. 0.83% No change 2,000 $1.2M
Virginia Wealth Management Group, Inc. 0.75% No change 2,000 $1.2M
Chapman Investment Management, LLC 0.86% Reduce -1.2% 1,996 $1.2M
Haven Private, LLC 0.55% Reduce -0.1% 1,991 $1.2M
CacheTech Inc. 0.23% Add +11.2% 1,990 $1.2M
Patrick M Sweeney & Associates, Inc. 0.84% Reduce -0.6% 1,963 $1.2M
Cora Capital Advisors LLC 0.55% Reduce -0.4% 1,985 $1.2M
Clarus Group, Inc. 0.45% Reduce -3.8% 1,978 $1.2M
Independent Investors Inc. 0.27% No change 1,972 $1.2M
Valpey Financial Services, LLC 0.84% — 1,972 $1.2M
Alerus Financial NA 0.09% Add +0.9% 1,968 $1.2M
Retirement Investment Advisors, Inc. 0.11% Reduce -5.4% 1,964 $1.2M
Postrock Partners LLC 0.58% Add +1.2% 1,964 $1.2M
Bear Mountain Capital, Inc. 0.43% No change 1,926 $1.2M
Tanager Wealth Management LLP 0.14% Add +17.6% 1,954 $1.2M
Key Financial Inc 0.24% No change 1,953 $1.2M
Blackstone Inc. 0.01% No change 1,947 $1.2M
Marion Wealth Management 0.30% Add +2.1% 1,946 $1.2M
IMS Capital Management 0.56% Add +6.6% 1,944 $1.2M
Carl P. Sherr & Co., LLC 0.61% No change 1,943 $1.2M
Sterling Manor Financial, LLC 0.80% No change 1,940 $1.2M
Summit Wealth Group LLC / Co. 0.30% — 1,933 $1.2M
Mainstay Capital Management LLC 0.06% Add +76.3% 1,938 $1.2M
WESPAC Advisors, LLC 0.83% Reduce -9.0% 1,932 $1.2M
Hutchens & Kramer Investment Management Group, LLC 0.55% Add +13.0% 1,933 $1.2M
Landaas & Co. /Wi 0.28% No change 1,930 $1.2M
Financial Advisory Corp 0.18% Reduce -0.6% 1,925 $1.2M
AJ Advisors, LLC 0.53% Add +22.4% 1,924 $1.2M
Rise Advisors, LLC 0.47% Add +11.6% 1,921 $1.2M
Reston Wealth Management LLC 0.41% Reduce -2.2% 1,916 $1.2M
Trademark Financial Management, LLC 0.72% Reduce -1.9% 1,915 $1.2M
Intellus Advisors LLC 0.18% Add +11.8% 1,915 $1.2M
Penbrook Management LLC 0.89% Reduce -11.6% 1,915 $1.2M
Talon Private Wealth, LLC 0.16% Reduce -24.6% 1,904 $1.2M
Acorn Wealth Advisors, LLC 0.44% Reduce -7.1% 1,904 $1.2M
Westwind Capital 0.24% Add +0.2% 1,904 $1.2M
Pine Haven Investment Counsel, Inc 0.92% No change 1,902 $1.2M
Scratch Capital LLC 0.96% No change 1,900 $1.2M
Red Tortoise LLC 0.57% No change 1,897 $1.2M
Fca Corp. 0.35% No change 1,896 $1.2M
SMH Capital Advisors Inc. 2.66% New 1,896 $1.2M
Financial Gravity Companies, Inc. 0.23% — 1,894 $1.2M
Kirtland Hills Capital Management, LLC 0.54% Reduce -0.1% 1,893 $1.2M
Laffer Tengler Investments, Inc. 0.25% Add +22.4% 1,892 $1.2M
Myecfo, LLC 0.57% No change 1,889 $1.2M
HITE Hedge Asset Management LLC 0.07% Reduce -37.1% 1,886 $1.2M
Syntegra Private Wealth Group, LLC 0.12% Add +10.4% 1,881 $1.2M
Millstone Evans Group, LLC 0.79% Reduce -3.8% 1,881 $1.2M
ONE Advisory Partners, LLC 0.39% Add +10.4% 1,831 $1.2M
Delta Wealth Advisors LLC 0.97% New 1,877 $1.2M
Gallacher Capital Management LLC 0.54% Reduce -0.2% 1,876 $1.2M
Smith Thornton Advisors LLC 0.67% Add +0.1% 1,875 $1.2M
Godshalk Welsh Capital Management, Inc. 0.71% No change 1,875 $1.2M
BCS Private Wealth Management, Inc. 0.43% — 1,864 $1.2M
Canvas Wealth Advisors, LLC 0.23% Reduce -6.0% 1,803 $1.1M
DecisionMap Wealth Management, LLC 0.79% Reduce -0.8% 1,858 $1.1M
Cladis Investment Advisory, LLC 0.72% Add +25.8% 1,854 $1.1M
Capital Advantage, Inc. 0.18% Add +20.2% 1,852 $1.1M
Seamount Financial Group Inc. 0.59% Add +37.2% 1,851 $1.1M
Estate Counselors, LLC 0.11% Reduce -71.6% 1,850 $1.1M
Private Management Group Inc. 0.04% Add +309.3% 1,850 $1.1M
Theory Financial LLC 0.43% Add +0.1% 1,808 $1.1M
Vernal Point Advisors, LLC 0.67% No change 1,844 $1.1M
Garner Asset Management Corp 0.53% Reduce -0.1% 1,848 $1.1M
Financial Partners Group, LLC 0.41% Add +0.3% 1,842 $1.1M
Sompo Asset Management Co., Ltd. 0.20% Add +47.2% 1,840 $1.1M
Princeton Global Asset Management LLC 0.21% Reduce -36.5% 1,839 $1.1M
Orleans Capital Management Corp. 0.60% No change 1,839 $1.1M
Centerpoint Advisors, LLC 0.39% No change 1,839 $1.1M
WealthPLAN Partners, LLC 0.18% Reduce -15.8% 1,836 $1.1M
Ballast Advisors LLC 0.33% Reduce -1.7% 1,832 $1.1M
Dominguez Wealth Management Solutions, Inc. 0.78% Reduce -2.7% 1,827 $1.1M
Silver Oak Advisory Group, Inc. 0.55% No change 1,826 $1.1M
Finley Financial, LLC 0.57% No change 1,820 $1.1M
Chokshi & Queen Wealth Advisors, Inc 0.64% No change 1,820 $1.1M
Symmetry Partners, LLC 0.14% Add +35.5% 1,819 $1.1M
Souders Financial Advisors 0.14% Add +0.2% 1,818 $1.1M
Laurel Wealth Planning LLC 0.64% Reduce -6.0% 1,816 $1.1M
Tran Capital Management, L.P. 0.13% No change 1,813 $1.1M
Palogic Value Management, L.P. 0.48% No change 1,812 $1.1M
Isthmus Partners, LLC 0.13% Add +19.7% 1,812 $1.1M
Summa Corp. 0.58% New 1,811 $1.1M
Root Financial Partners, LLC 0.11% Add +4.6% 1,810 $1.1M
Fort Sheridan Advisors LLC 0.16% Add +0.2% 1,810 $1.1M
Windsor Advisory Group, LLC 1.58% Add +17.1% 1,806 $1.1M
Measured Risk Portfolios, Inc. 1.25% Reduce -4.7% 1,806 $1.1M
Base Wealth Management LLC 0.71% Add +14.1% 1,806 $1.1M
Providence Capital Advisors, LLC 0.20% Add +7.4% 1,805 $1.1M
DeepCurrents Investment Group LLC 1.25% Reduce -87.4% 1,800 $1.1M
CKW Financial Group 0.13% Add +0.2% 1,799 $1.1M
Passive Capital Management, LLC. 0.35% Add +4.3% 1,798 $1.1M
Burton Enright Welch 0.19% Reduce -5.7% 1,793 $1.1M
Vicus Capital 0.09% Add +0.9% 6,873 $1.1M
Vista Investment Management 0.41% Reduce -0.6% 1,783 $1.1M
Johnson & White Wealth Management, LLC 0.55% Reduce -5.1% 1,779 $1.1M
AmeriServ Wealth Advisors 0.54% Reduce -44.2% 1,778 $1.1M
HTG Investment Advisors, Inc. 0.41% Add +0.6% 1,777 $1.1M
Nomura Asset Management Co. Ltd. 0.00% No change 1,777 $1.1M
Oak Wealth Advisors LLC 0.70% Add +33.8% 1,770 $1.1M
Concord Asset Management, LLC 0.16% Add +52.1% 1,770 $1.1M
Concord Wealth Partners 0.16% Add +11.9% 1,770 $1.1M
Unison Asset Management LLC 0.55% Add +7.5% 1,768 $1.1M
Navalign, LLC 0.30% Reduce -5.2% 1,765 $1.1M
Clarion Wealth Managment Partners, LLC 1.19% — 1,763 $1.1M
Davidson Kempner Capital Management LP 0.03% New 1,762 $1.1M
Valicenti Advisory Services Inc. 0.25% Reduce -3.3% 1,759 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.25% Add +1.0% 1,758 $1.1M
Compass Financial Services Inc 0.53% Add +0.2% 1,759 $1.1M
Wescott Financial Advisory Group, LLC 0.10% Add +0.1% 1,757 $1.1M
Sendero Wealth Management, LLC 0.14% No change 1,753 $1.1M
Bellevue Asset Management, LLC 0.52% Reduce -0.1% 1,736 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.27% Reduce -23.4% 1,731 $1.1M
SPC Financial, Inc. 0.09% Add +2.7% 1,730 $1.1M
MWA Asset Management 0.65% Add +7.5% 1,729 $1.1M
Retirement Solution LLC 0.27% Add +62.9% 1,722 $1.1M
Cheviot Value Management, LLC 0.12% Add +1.5% 1,659 $1.1M
DKM Wealth Management, Inc. 0.91% No change 1,711 $1.1M
Vermillion Wealth Management, Inc. 0.50% Add +6.5% 1,710 $1.1M
Live Oak Private Wealth LLC 0.16% Add +0.7% 1,710 $1.1M
Altus Wealth Group LLC 0.47% Add +33.4% 1,709 $1.1M
Prospect Financial Group LLC 1.10% No change 1,706 $1.1M
Callahan Advisors, LLC 0.09% Add +0.3% 1,705 $1.1M
Prosperitas Financial LLC 0.49% Reduce -8.3% 1,705 $1.1M
Eagle Bluffs Wealth Management LLC 0.50% Add +9.3% 1,699 $1.1M
Parr McKnight Wealth Management Group, LLC 0.14% Reduce -8.0% 1,702 $1.1M
Stonebridge Capital Advisors LLC 0.08% Reduce -27.4% 1,701 $1.1M
Opes Wealth Management LLC 0.19% Add +5.2% 1,700 $1.1M
Mezzasalma Advisors, LLC 0.31% Add +13.4% 1,695 $1.0M
Prospect Financial Services LLC 0.65% Reduce -41.1% 1,693 $1.0M
SJS Investment Consulting Inc. 0.17% Reduce -6.5% 1,691 $1.0M
J. L. Bainbridge & Co., Inc. 0.10% Add +1.0% 1,687 $1.0M
Amara Financial, Llc. 0.92% Add +0.4% 1,687 $1.0M
Osprey Private Wealth LLC 0.57% Add +11.0% 1,665 $1.0M
PrairieView Partners, LLC 0.10% Add +0.6% 1,685 $1.0M
MAS Advisors LLC 1.69% Reduce -3.1% 1,677 $1.0M
Powers Advisory Group, LLC 0.46% No change 1,676 $1.0M
McDonough Capital Management, Inc 0.58% No change 1,675 $1.0M
Trivant Custom Portfolio Group, LLC 0.57% Reduce -12.4% 1,674 $1.0M
Galvin, Gaustad & Stein, LLC 0.09% No change 1,671 $1.0M
Centerstone Investors, LLC 4.23% New 1,670 $1.0M
Intergy Private Wealth, LLC 0.35% Reduce -5.7% 1,669 $1.0M
Milestone Asset Management Group, LLC 0.76% Add +17.9% 1,667 $1.0M
Allen Capital Group, LLC 0.11% Add +9.5% 1,664 $1.0M
Collaborative Wealth Managment Inc. 0.45% Add +2.3% 1,661 $1.0M
Investor's Fiduciary Advisor Network, LLC 0.38% Add +0.3% 1,658 $1.0M
2UniFi Bank 0.58% Add +6.7% 1,656 $1.0M
626 Financial, LLC 0.48% Add +1.5% 1,652 $1.0M
CTC Alternative Strategies, Ltd. 0.89% Reduce -0.1% 1,650 $1.0M
Jessup Wealth Management, Inc 0.41% Reduce -3.2% 1,649 $1.0M
Balance Wealth Partners LLC 0.60% Add +93.9% 1,646 $1.0M
VSM Wealth Advisory, LLC 0.33% Reduce -0.4% 1,639 $1.0M
Infinity Wealth Counsel, LLC 1.02% No change 1,638 $1.0M
Cetera Trust Company, N.A 0.60% No change 1,636 $1.0M
Fiduciary Group, LLC 0.10% Reduce -5.8% 1,635 $1.0M
Brooklyn FI, LLC 0.26% Reduce -2.8% 1,632 $1.0M
Corundum Trust Company, INC 2.66% Reduce -0.1% 1,629 $1.0M
Capstone Wealth Management Group LLC 0.73% Reduce -7.9% 1,628 $1.0M
Quantum Private Wealth, LLC 0.32% Add +1.6% 1,615 $998K
Fortress Wealth Management, Inc. 0.48% Reduce -1.0% 1,614 $997K
Dover Advisors, LLC 0.44% Add +150.1% 1,613 $997K
LS Investment Advisors, LLC 0.15% No change 1,613 $997K
Brueske Advisory Services, LLC 0.68% No change 1,609 $994K
Dohj, LLC 0.29% Reduce -93.9% 1,855 $993K
BancFirst Trust & Investment Management 0.46% Add +908.1% 1,613 $992K
MRA Advisory Group 0.46% Add +1.4% 1,605 $992K
Poinciana Advisors Group, LLC 0.89% Add +1.2% 1,602 $990K
Valley Forge Investment Consultants Inc. Adv 0.32% Add +3.4% 1,601 $989K
Alamar Capital Management, LLC 0.54% Add +0.6% 1,596 $989K
PFG Private Wealth Management, LLC 0.51% Add +3.6% 1,600 $989K
Legacy Financial Group, Inc. 0.29% Reduce -1.3% 1,600 $988K
Wealth Management Nebraska 0.13% New 1,603 $986K
AAF Wealth Management, LLC 0.45% Add +9.1% 1,594 $985K
Alternative Investment Advisors, LLC. 0.49% Add +6.7% 1,588 $982K
BKM Wealth Management, LLC 0.38% Add +4.8% 1,585 $980K
TCFG Wealth Management, LLC 0.45% Add +0.1% 1,583 $978K
FSB Premier Wealth Management, Inc. 0.35% Reduce -3.4% 1,580 $976K
MBA Advisors LLC 0.45% Reduce -27.6% 1,580 $976K
Three Magnolias Financial Advisors, LLC 0.68% Reduce -10.0% 1,572 $971K
Baxter Bros Inc. 0.12% Add +43.3% 1,571 $971K
WJ Wealth Management, LLC 0.31% Reduce -3.4% 1,571 $970K
Orrstown Financial Services Inc. 0.20% Add +63.3% 1,566 $968K
Great Oak Capital Partners, LLC 0.28% Add +19.1% 1,550 $967K
North Dallas Bank & Trust Co. 0.73% — 1,564 $966K
Birchcreek Wealth Management, LLC 0.55% Add +0.5% 1,564 $966K
TFB Advisors LLC 0.25% Reduce -2.2% 1,561 $964K
Rogco, LP 0.36% Add +1.4% 1,558 $963K
Landing Point Financial Group, LLC 0.61% Add +7.1% 1,555 $961K
Strategic Financial Services, Inc. 0.05% Reduce -1.8% 1,553 $960K
Signet Investment Advisory Group, Inc. 0.49% Reduce -4.8% 1,553 $960K
QTR Family Wealth, LLC 0.59% Reduce -3.2% 1,553 $959K
Ipsen Advisor Group LLC 0.73% Reduce -9.7% 1,543 $953K
Hazlett, Burt & Watson, Inc. 0.39% Add +0.3% 1,539 $952K
Hurlow Wealth Management Group, Inc. 0.27% No change 1,537 $949K
Hilton Capital Management, LLC 0.08% No change 1,536 $949K
Graney & King, LLC 0.64% Add +0.1% 1,536 $949K
Marathon Capital Management 0.24% Reduce -11.1% 1,535 $948K
Visionary Horizons, LLC 0.60% Reduce -11.6% 1,533 $948K
Bedell Frazier Investment Counselling, LLC 0.24% Reduce -91.6% 1,533 $947K
Ruedi Wealth Management, Inc. 0.28% Add +0.1% 1,528 $944K
Kidder Stephen W 0.28% Reduce -1.6% 1,525 $942K
Beck Mack & Oliver LLC 0.02% Reduce -1.3% 1,521 $940K
Horizon Investments, LLC 0.01% Reduce -1.0% 1,518 $938K
Eclectic Associates Inc. 0.20% Add +27.8% 1,517 $937K
Milestone Asset Management, LLC 0.20% Reduce -92.4% 1,515 $936K
Marquette Asset Management, LLC 0.16% No change 1,514 $935K
Financial Alternatives, Inc 0.61% Add +12.8% 1,513 $935K
Opinicus Capital, Inc. 0.71% Add +0.6% 1,512 $934K
Arq Wealth Advisors, LLC 0.32% No change 1,668 $933K
Mma Asset Management LLC 0.36% Add +8.1% 1,507 $931K
Vestia Personal Wealth Advisors 0.64% Reduce -5.0% 1,504 $929K
Cim, LLC 0.13% No change 1,502 $928K
Lafayette Investments, Inc. 0.19% No change 1,499 $926K
Wilkins Investment Counsel Inc. 0.13% Reduce -9.0% 1,499 $926K
New Covenant Trust Company, N.A. 0.83% No change 1,505 $925K
GHP Investment Advisors, Inc. 0.04% Reduce -1.9% 1,497 $925K
Heritage Investors Management Corp. 0.03% Reduce -9.1% 1,495 $924K
Cornerstone Planning Group LLC 0.19% Reduce -52.0% 1,471 $923K
Aft, Forsyth & Company, Inc. 0.47% No change 1,502 $923K
Aerodigm Wealth, LLC 0.44% Add +97.9% 1,492 $922K
Family Capital Trust Co 0.32% No change 1,492 $922K
Burk Holdings LLC 0.58% Add +3.6% 1,488 $919K
Nichols & Pratt Advisers LLP 0.06% No change 1,486 $918K
Beirne Wealth Consulting Services, LLC 0.30% No change 1,479 $917K
Zuckerman Investment Group, LLC 0.09% Add +2.4% 1,483 $916K
Rossby Financial, LCC 0.34% Add +1.4% 1,482 $916K
Monument Capital Management 0.24% Reduce -0.1% 1,481 $915K
Fenimore Asset Management Inc 0.02% No change 1,477 $913K
Keb Asset Management, LLC 0.23% Add +11.1% 1,476 $912K
Apeiron RIA LLC 0.23% Add +13.8% 1,476 $912K
Drive Wealth Management, LLC 0.20% Add +13.3% 1,470 $910K
Argentarii, LLC 0.42% Reduce -5.3% 1,470 $908K
Midwest Capital Advisors, LLC 0.48% No change 1,470 $908K
West Michigan Advisors, LLC 0.26% Reduce -9.7% 1,465 $908K
Tiemann Investment Advisors, LLC 0.37% Add +1.0% 1,469 $907K
Capital Counsel LLC 0.04% Reduce -11.5% 1,468 $907K
Barlow Wealth Partners, LLC 0.11% Add +0.1% 1,461 $906K
Wilson & Boucher Capital Management, LLC 0.63% Add +1.5% 1,465 $905K
Trellis Wealth Advisors LLC 0.39% Reduce -14.8% 1,464 $905K
LifeGuide Financial Advisors, LLC 0.33% Add +3.1% 1,463 $904K
Washington Trust Bank 0.08% Add +3.4% 1,460 $902K
Blue Capital, Inc. 0.64% — 1,457 $900K
SMART Wealth LLC 0.28% Add +3.3% 1,456 $900K
Liberty Wealth Management LLC 0.14% New 1,451 $897K
Grey Fox Wealth Advisors, LLC 0.21% Reduce -17.8% 1,445 $896K
Oliver Lagore Vanvalin Investment Group 0.35% — 1,596 $893K
Camden National Bank 0.13% Reduce -11.2% 1,443 $892K
Millennium Capital Advisors, LLC 0.59% Add +92.1% 1,443 $891K
Prepared Retirement Institute LLC 0.52% No change 1,441 $890K
Planning Center, Inc. 0.10% Add +2.0% 1,438 $888K
Integrated Investment Consultants, LLC 0.17% Reduce -99.5% 1,436 $887K
WealthCollab, LLC 0.50% No change 1,435 $887K
Addison Advisors LLC 0.22% Reduce -2.6% 1,432 $885K
AllSquare Wealth Management LLC 0.50% Reduce -2.4% 1,429 $883K
RAM Investment Partners, LLC 0.18% Reduce -2.3% 1,424 $880K
Grant Street Asset Management, Inc. 0.20% Add +7.5% 1,423 $879K
Steinberg Asset Management LLC 0.66% Add +14.0% 1,423 $879K
Generali Asset Management SPA SGR 0.02% No change 1,423 $879K
Constitution Capital LLC 0.45% Add +2.6% 1,421 $878K
Vantage Financial Partners, LLC 0.20% Add +9.2% 1,419 $877K
Wealth Quarterback LLC 0.42% Add +2.2% 1,417 $876K
Code Waechter LLC 0.62% No change 1,415 $874K
Buttonwood Financial Advisors Inc. 0.35% No change 1,413 $873K
Cura Wealth Advisors, LLC 0.41% Reduce -30.0% 1,411 $872K
Ted Buchan & Co 0.35% Add +6.1% 1,410 $871K
San Luis Wealth Advisors LLC 0.19% Add +14.3% 1,408 $870K
Evolution Wealth Management Inc. 1.07% — 1,408 $870K
Front Street Capital Management, Inc. 0.17% No change 1,405 $868K
Encompass Wealth Advisors, LLC 0.32% Reduce -5.3% 1,403 $867K
Seneca House Advisors 0.37% No change 1,400 $865K
Seaside Wealth Management, Inc. 0.28% Reduce -10.5% 1,400 $865K
Martin Capital Advisors, LLP 0.56% No change 1,397 $863K
First Financial Corp. 0.39% Add +0.4% 1,397 $863K
Wealth Effects LLC 0.32% Add +10.0% 1,396 $863K
Morling Financial Advisors, LLC 0.28% No change 1,392 $860K
Sfm, LLC 0.55% No change 1,391 $860K
TriaGen Wealth Management LLC 0.26% No change 1,391 $859K
Abbot Financial Management, Inc. 0.40% Add +12.1% 1,389 $858K
High Note Wealth, LLC 0.20% No change 1,385 $856K
Mattern Wealth Management LLC 0.18% No change 1,381 $853K
Stack Financial Management, Inc 0.08% No change 1,378 $851K
GK Wealth Management LLC 0.85% Add +4.5% 1,378 $851K
Figure 8 Investment Strategies LLC 0.83% No change 1,375 $850K
Willow Creek Wealth Management Inc. 0.08% Add +10.0% 1,373 $849K
Beacon Wealthcare LLC 0.32% No change 1,372 $848K
Paradigm Capital Management, LLC 0.85% Reduce -0.9% 1,371 $847K
Horizon Bancorp Inc. 0.43% No change 1,369 $846K
Guild Investment Management, Inc. 0.73% New 1,368 $845K
Barnes Pettey Financial Advisors, LLC 0.56% Add +2.6% 1,368 $845K
RiverFront Investment Group, LLC 0.02% Reduce -1.6% 1,364 $843K
Oak Harvest Investment Services 0.11% Add +0.6% 1,364 $843K
Silverlake Wealth Management LLC 0.25% Add +12.3% 1,361 $841K
Community Bank & Trust, Waco, Texas 0.19% Reduce -2.9% 1,359 $840K
Avalon Capital Management 0.23% Reduce -2.8% 1,358 $839K
Waterford Advisors, LLC 0.31% Add +1562.6% 22,944 $838K
Sound Financial Strategies Group, LLC 0.71% Add +1.8% 1,353 $836K
Valley Financial Group, Inc. 0.51% Add +5.4% 1,353 $836K
Quaker Wealth Management, LLC 0.28% — 1,352 $835K
Jamison Private Wealth Management, Inc. 0.12% Add +17.2% 1,350 $834K
Avaii Wealth Management, LLC 0.37% Add +17.6% 1,350 $834K
GoalVest Advisory LLC 0.21% No change 1,350 $834K
Nicollet Investment Management, Inc. 0.28% Add +0.3% 1,350 $834K
Greenbush Financial Group, LLC 0.36% Add +0.3% 1,349 $833K
Beacon Financial Group 0.09% Add +3.9% 1,345 $831K
Rothschild Capital Partners, LLC 0.22% Add +1.9% 1,341 $829K
Canton Hathaway, LLC 0.17% Add +8.1% 1,340 $828K
Hilltop Partners LLC 0.25% Add +10.9% 1,333 $824K
Smart Money Group LLC 0.26% Reduce -24.2% 1,331 $822K
SevenBridge Financial Group, LLC 0.14% Add +33.3% 1,280 $822K
Insight Wealth Partners, LLC 0.46% Add +17.6% 1,330 $822K
Quad-Cities Investment Group, LLC 0.37% Add +26.4% 1,329 $821K
Horizon Kinetics Asset Management LLC 0.01% Reduce -0.6% 1,329 $821K
Financial Management Network Inc. 0.15% Reduce -1.1% 1,310 $819K
49 Wealth Management, LLC 0.09% Reduce -93.3% 1,325 $819K
L.K. Benson & Company, P.C. 0.50% No change 1,324 $818K
Phraction Management LLC 0.28% New 1,324 $818K
Victory Financial Group, LLC 0.13% Reduce -22.8% 1,324 $818K
Aberdeen Wealth Management LLC 0.54% New 1,322 $817K
RW Investment Management LLC 0.09% Reduce -1.6% 1,321 $816K
Ascentis Wealth Management, LLC 0.22% Reduce -9.0% 1,311 $811K
Mark Sheptoff Financial Planning, LLC 0.43% No change 1,310 $809K
Aufman Associates Inc 0.50% Reduce -1.3% 1,309 $809K
Sequent Planning LLC 0.26% Add +10.6% 1,306 $807K
Left Brain Wealth Management, LLC 0.28% No change 1,306 $807K
XTX Topco Ltd 0.03% New 1,302 $804K
Manuka Financial, LLC 0.44% No change 1,301 $804K
D'Orazio & Associates, Inc. 0.11% Add +0.1% 1,298 $802K
William Mack & Associates, Inc. 0.51% Add +0.9% 1,295 $800K
Cascade Investment Group, Inc. 0.56% No change 1,295 $800K
Strategic Investment Advisors / MI 0.08% Add +0.1% 1,294 $800K
Finer Wealth Management, Inc. 0.43% Add +0.2% 1,289 $796K
4J Wealth Management LLC 0.54% No change 1,287 $795K
Wells Trecaso Financial Group, LLC 0.25% Reduce -0.8% 1,287 $795K
Stanich Group LLC 0.71% Add +0.2% 1,272 $795K
Fairvoy Private Wealth, LLC 0.20% Add +3.2% 1,285 $794K
Keystone Global Partners, LLC 0.43% Reduce -0.2% 1,284 $794K
First National Advisers, LLC 0.12% No change 1,283 $793K
Readystate Asset Management LP 0.06% New 1,282 $792K
Investment Partners, LTD. 0.30% Reduce -0.2% 1,281 $791K
Baker Boyer National Bank 0.27% Reduce -47.3% 1,278 $790K
Prairie Sky Financial Group LLC 0.43% Add +0.1% 1,277 $789K
TFG Advisers LLC 0.27% Reduce -0.6% 1,274 $787K
Elequin Capital, LP 0.25% Add +117.1% 1,272 $786K
Stegner Investment Associates Inc. 0.48% Add +0.1% 1,271 $785K
Brian Low Financial Group, LLC 0.73% — 1,270 $785K
C M Bidwell & Associates Ltd. 0.41% Reduce -1.3% 1,268 $783K
American Trust Investment Advisors, LLC 0.40% No change 1,267 $783K
Foundation Wealth Management, LLC\PA 0.34% Add +125.0% 1,260 $778K
Stonehearth Capital Management, LLC 0.32% Reduce -2.2% 1,259 $778K
Fiduciary Wealth Partners, LLC 0.73% Reduce -80.6% 1,255 $775K
Monarch Capital Management Inc. 0.21% Reduce -2.0% 1,252 $775K
Ariadne Wealth Management, LP 0.37% Reduce -51.4% 1,198 $773K
Maxele Advisors, LLC 0.67% Reduce -5.9% 1,250 $772K
Center For Asset Management LLC 0.47% Reduce -3.5% 1,308 $770K
17 Capital Partners, LLC 0.44% Reduce -3.2% 1,245 $769K
North Point Portfolio Managers Corp. 0.13% Reduce -1.5% 1,243 $768K
HT Partners LLC 0.23% No change 1,241 $767K
Ballast, Inc. 0.20% Add +0.9% 1,237 $764K
Piscataqua Savings Bank 0.64% Reduce -0.8% 1,237 $764K
WealthTrust Axiom LLC 0.22% Add +6.1% 1,237 $764K
JB Capital LLC 0.04% Add +11.1% 1,231 $760K
Indie Asset Partners, LLC 1.38% Reduce -20.5% 1,230 $760K
Weitzel Financial Services, Inc. 0.32% Add +25.9% 1,187 $757K
LVZ, Inc. 0.09% Add +2.1% 1,225 $757K
jvl associates llc 0.27% No change 1,224 $756K
Meeder Advisory Services, Inc. 0.04% Add +32.1% 1,222 $755K
City Center Advisors, LLC 0.81% Add +43.8% 1,218 $753K
CVA Family Office, LLC 0.11% Reduce -7.6% 1,218 $753K
Fermata Advisors, LLC 0.20% Reduce -62.1% 1,218 $752K
Client 1ST Advisory Group, LLC 0.27% No change 1,214 $750K
Carrera Capital Advisors 0.15% Add +0.3% 1,210 $750K
Granite Harbor Advisors, Inc. 0.35% No change 1,213 $749K
Hall Capital Management Co. Inc. 0.32% No change 1,213 $749K
Carr Financial Group Corp 0.22% Reduce -13.2% 1,212 $749K
Comprehensive Money Management Services LLC 0.57% No change 1,212 $749K
Moseley Investment Management Inc. 0.26% No change 1,210 $748K
Holistic Financial Partners 0.33% Add +0.2% 1,208 $747K
Triune Financial Partners, LLC 0.20% Add +33.9% 1,204 $744K
Boothe Investment Group, Inc. 0.28% Reduce -1.4% 1,202 $743K
Magnolia Capital Advisors LLC 0.19% Add +0.1% 1,199 $741K
Intelligent Financial Strategies 0.39% No change 1,194 $740K
Silver Lake Advisory, LLC 0.31% Reduce -7.0% 1,194 $738K
Northcape Wealth Management, LLC 0.22% Add +0.4% 1,190 $735K
Richard W. Paul & Associates, LLC 0.27% Add +13.8% 1,189 $735K
HighMark Wealth Management LLC 0.36% Reduce -18.6% 1,189 $735K
GKV Capital Management Co., Inc. 0.32% Reduce -22.7% 1,184 $732K
Hayek Kallen Investment Management 0.25% Add +70.2% 1,183 $731K
Johnson Bixby & Associates, LLC 0.10% Reduce -3.8% 1,181 $730K
Innealta Capital, LLC 0.38% Reduce -7.8% 1,179 $728K
Marotta Asset Management 0.15% Reduce -24.8% 1,177 $727K
FC Advisory LLC 0.22% Add +0.2% 1,177 $727K
Goepper Burkhardt LLC 0.27% No change 1,177 $727K
Rezny Wealth Management, Inc. 0.18% No change 1,176 $727K
IMPACTfolio, LLC 0.34% No change 1,175 $726K
Nova Wealth Management, Inc. 0.53% Reduce -1.8% 1,175 $726K
Wealthcare Capital Management LLC 0.08% No change 1,175 $726K
Ascentis Independent Advisors 0.13% Add +6.1% 1,173 $725K
MeadowBrook Investment Advisors LLC 0.66% Reduce -5.5% 1,170 $723K
Walker Asset Management, LLC 0.42% Add +9.5% 1,167 $721K
Commonwealth Retirement Investments LLC 0.27% Reduce -8.8% 1,165 $720K
Financial Counselors Inc. 1.02% Reduce -99.1% 1,162 $718K
Sargent Investment Group, LLC 0.10% Reduce -26.2% 1,134 $718K
BCGM Wealth Management, LLC 0.20% Add +3.1% 1,161 $717K
Northwest Quadrant Wealth Management, LLC 0.16% Add +2.8% 1,160 $717K
Sage Financial Management Group, Inc. 0.25% No change 1,157 $715K
Vista Investment Partners Ii, LLC 0.34% Reduce -7.4% 1,157 $715K
Allied Investment Advisors, LLC 0.12% No change 1,152 $712K
Focused Wealth Management, Inc 0.09% Add +10.0% 1,151 $711K
Gordian Advisors LLC 0.51% Add +2.4% 1,150 $711K
Bath Savings Trust Co 0.07% No change 1,149 $710K
KFG Wealth Management, LLC 0.11% Reduce -5.6% 1,148 $709K
Ardent Capital Management, Inc. 0.34% Add +2.2% 1,146 $708K
Lincoln Capital LLC 0.14% No change 1,144 $707K
Shufro Rose & Co. LLC 0.06% No change 1,260 $705K
Solutions 4 Wealth, Ltd 1.17% Add +92.7% 1,135 $701K
Tru Independence Asset Management 2, LLC 0.48% Reduce -19.3% 1,131 $701K
Braun-Bostich & Associates Inc. 0.48% Add +4.0% 1,134 $701K
Butensky & Cohen Financial Security, Inc. 0.21% Reduce -2.2% 1,134 $701K
Wealth Watch Advisors, INC 0.41% Add +41.7% 1,377 $701K
Pointe Capital Management LLC 0.36% Reduce -3.1% 1,133 $701K
Dock Street Asset Management Inc. 0.07% Reduce -3.4% 1,133 $700K
IVC Wealth Advisors LLC 0.34% Add +0.1% 1,133 $700K
Grantvest Financial Group LLC 0.52% Add +6.9% 1,132 $699K
Bryant Woods Investment Advisors, LLC 0.30% Reduce -9.6% 1,131 $699K
Innovative Wealth Building LLC 0.58% Reduce -1.5% 1,130 $698K
Swmg, LLC 0.23% Reduce -2.4% 1,095 $698K
Kraft Asset Management, LLC 0.65% Reduce -13.5% 1,126 $696K
Compagnie Lombard Odier SCmA 0.01% Add +192.2% 1,125 $695K
Financial Futures Ltd Liability Co. 0.37% Add +21.6% 1,124 $695K
Certus Wealth Management, LLC 0.45% No change 1,124 $694K
Alkeme Wealth, LLC 0.31% No change 1,118 $691K
Beck Capital Management, LLC 0.17% Add +3.5% 1,115 $689K
Avant Financial Advisors LLC 0.57% No change 1,113 $688K
Allodium Investment Consultants, LLC 0.44% No change 1,113 $688K
Altrius Capital Management Inc 0.16% Reduce -8.3% 1,112 $687K
STRS Ohio 0.00% Add +217.1% 1,110 $686K
Sageworth Trust Co of South Dakota 0.74% Reduce -2.5% 1,110 $686K
Eaton Financial Holdings Company, LLC 0.21% Add +17.3% 1,110 $686K
Riverview Capital Advisers, LLC 0.20% Reduce -1.3% 1,108 $685K
R. W. Roge & Company, Inc. 0.39% Add +134.8% 1,106 $683K
Harbor Group, Inc. 0.12% Reduce -2.7% 1,105 $683K
Choice Wealth Advisors LLC 0.31% No change 1,104 $682K
Penn Davis McFarland Inc. 0.08% No change 1,101 $680K
Foster Group, Inc. 0.02% Reduce -4.8% 1,100 $680K
Accelerate Investment Advisors LLC 0.51% Add +2.3% 1,099 $679K
Chemung Canal Trust Co. 0.14% Add +28.0% 1,098 $678K
Variant Private Wealth, LLC 0.70% Add +0.3% 1,096 $677K
Chico Wealth RIA 0.54% Add +0.1% 1,095 $676K
Transatlantique Private Wealth LLC 0.25% Reduce -0.1% 1,094 $676K
Gen-Wealth Partners Inc 0.26% Reduce -3.1% 1,094 $676K
Elite Life Management LLC 1.74% Add +0.9% 1,092 $674K
American Money Management, LLC 0.12% Reduce -0.8% 1,087 $672K
Bogart Wealth, LLC 0.03% Add +1.9% 1,080 $667K
Level Wealth Management LLC 0.39% Add +0.2% 1,080 $667K
Arvest Investments, Inc. 0.10% No change 1,076 $665K
Austin Wealth Management, LLC 0.12% No change 1,050 $664K
OneAscent Family Office, LLC 0.63% Reduce -9.5% 1,071 $662K
Nova R Wealth, Inc. 0.31% Add +0.3% 1,071 $662K
Heritage Wealth Management, Inc. 0.21% Reduce -2.4% 1,070 $661K
Aspire Growth Partners LLC 0.54% Add +0.8% 1,070 $661K
NavPoint Financial, Inc. 0.40% Add +1.2% 1,068 $660K
Christopher J. Hasenberg, Inc 0.24% Reduce -88.4% 1,067 $659K
Schaeffer Financial LLC 0.64% No change 1,066 $659K
Ritter Daniher Financial Advisory LLC / DE 0.16% Reduce -1.8% 1,064 $657K
J2 Capital Management Inc 0.52% Add +4.7% 1,063 $657K
Lauer Wealth, LLC 0.55% Reduce -2.7% 1,031 $656K
Wealth Management Associates, Inc. 0.25% Add +6.2% 1,060 $655K
National Wealth Management Group, LLC 0.37% Add +36.3% 1,059 $654K
Tepp RIA, LLC 0.84% Add +13.6% 1,059 $654K
Mendel Money Management 0.29% Reduce -15.6% 1,058 $654K
KRS Capital Management, LLC 0.44% No change 1,057 $653K
Mullaney, Keating & Wright, Inc. 0.43% Add +1.1% 1,056 $653K
Scholtz & Company, LLC 0.29% Add +0.3% 1,056 $652K
Clark Estates Inc. 0.15% No change 1,054 $651K
Harrell Investment Partners, LLC 0.16% No change 1,051 $649K
Global Wealth Management Investment Advisory, Inc. 0.12% Add +42.1% 1,050 $649K
Creegan & Nassoura Financial Group, LLC 0.42% No change 1,050 $649K
NCM Capital Management, LLC 0.27% Add +7.7% 1,050 $649K
Elmwood Wealth Management, Inc. 0.26% Add +3.0% 1,050 $649K
Hourglass Capital, LLC 0.16% No change 1,049 $648K
Jmac Enterprises LLC 0.14% Reduce -2.2% 1,046 $646K
Hubbell Strickland Wealth Management, LLC 0.28% Add +0.2% 1,045 $646K
Security National Bank 0.11% No change 1,044 $645K
25 LLC 0.24% Reduce -3.9% 1,043 $645K
TTP Investments, Inc. 0.21% Add +11.1% 1,043 $644K
Herold Advisors, Inc. 0.14% Add +16.7% 1,043 $644K
Palisade Capital Management, LP 0.02% Add +4.2% 1,042 $644K
TD Capital Management LLC 0.06% Add +0.4% 1,041 $643K
Interactive Financial Advisors, Inc. 0.31% Reduce -1.1% 1,038 $642K
Compass Financial Group, Inc. 0.32% No change 1,038 $641K
Wellington Capital Management, Inc. 0.96% — 1,037 $641K
Slagle Financial, LLC 0.26% Add +2.8% 1,037 $641K
Quest 10 Wealth Builders, Inc. 0.62% Add +78.6% 1,036 $640K
Alteri Wealth LLC 0.25% Add +10.1% 1,036 $640K
Atlas Wealth Partners, LLC 0.74% No change 1,034 $639K
Terra Nova Asset Management LLC 0.45% Reduce -5.9% 1,034 $639K
Kwmg, LLC 0.06% Add +4.2% 1,033 $638K
Keystone Financial Services 0.22% No change 1,033 $638K
Traveka Wealth, LLC 0.34% No change 1,031 $637K
Xcel Wealth Management, LLC 0.18% Add +0.5% 1,030 $636K
Bay Capital Advisors, LLC 0.48% No change 1,028 $635K
RDA Financial Network 0.17% Reduce -0.2% 1,028 $635K
Bull Oak Capital, LLC 0.29% Add +17.6% 1,024 $633K
Unified Investment Management 0.68% No change 1,024 $633K
Miller Financial Services LLC 0.81% Add +46.6% 1,023 $632K
Lakewood Asset Management LLC 0.42% Add +0.1% 1,023 $632K
BG Investment Services, LLC 0.79% Add +2.9% 1,021 $631K
Helium Advisors LLC 0.40% Add +73.3% 1,019 $630K
L2 Asset Management, LLC 0.10% Add +23.5% 1,018 $629K
Finward Bancorp 0.50% Add +0.3% 1,018 $629K
Keudell/Morrison Wealth Management 0.14% Add +3.8% 1,017 $629K
PAX Financial Group, LLC 0.12% Reduce -36.7% 1,015 $627K
SKY-Mountain Capital Management, Inc. 0.42% Reduce -11.0% 989 $625K
Investors Research Corp 0.12% No change 1,011 $625K
Semmax Financial Advisors Inc. 0.16% New 978 $623K
Athena Investment Management 0.35% No change 1,005 $621K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% No change 1,003 $620K
Kennedy Investment Group, Inc. 0.26% Add +2.5% 1,002 $619K
Seneca Financial Advisors LLC 0.24% Add +0.1% 1,002 $619K
Acas, LLC 0.41% Add +0.6% 959 $619K
Councilor Wealth, LLC 0.29% No change 1,001 $618K
Wolff Financial Management LLC 0.16% No change 1,000 $618K
Broyhill Asset Management, LLC 0.56% New 1,000 $618K
Prosperity Wealth Management, Inc. 0.23% Reduce -23.9% 999 $617K
Acima Private Wealth, LLC 0.21% No change 999 $617K
Azimuth Capital Investment Management LLC 0.02% Reduce -3.6% 999 $617K
Atlantic Family Wealth, LLC 0.54% Reduce -2.4% 998 $617K
FSA Wealth Management LLC 0.24% Reduce -23.2% 998 $617K
Rhumbline Advisers 0.00% No change 998 $617K
South Plains Financial, Inc. 0.43% No change 998 $617K
Kensington Investment Counsel, LLC 0.26% Add +26.5% 997 $616K
Waypoint Wealth Partners Inc. 0.15% No change 997 $616K
HFG Wealth Management, LLC 0.37% Reduce -19.9% 1,099 $615K
Thrive Capital Management, LLC 0.19% Add +30.8% 993 $614K
180 Wealth Advisors, LLC 0.09% Add +5.4% 993 $614K
Riggs Asset Managment Co. Inc. 0.15% Reduce -4.2% 993 $614K
Alpha Financial Advisors, LLC 0.24% Add +0.2% 992 $613K
Alexis Investment Partners, LLC 0.26% No change 992 $613K
Ruggaard & Associates LLC 0.25% Add +3.0% 992 $613K
True Link Financial Advisors, LLC 0.04% Reduce -28.1% 989 $611K
M. Kulyk & Associates, LLC 0.13% Reduce -12.8% 989 $611K
Hollow Brook Wealth Management LLC 0.18% Reduce -44.5% 988 $610K
DeDora Capital, Inc. 0.16% No change 987 $610K
M. Kraus & Co 0.18% Add +24.6% 986 $609K
Villere St Denis J & Co. LLC 0.06% Reduce -4.8% 985 $609K
Rowlandmiller & Partners.adv 0.13% Add +0.7% 984 $608K
Hudock, Inc. 0.10% Add +7.3% 984 $608K
RS Crum Inc. 0.15% Add +0.1% 984 $608K
Schulz Wealth, LTD. 0.45% Add +92.3% 981 $606K
Nestegg Advisors, Inc. 0.58% Add +0.3% 980 $606K
Vested Financial Planning, LLC 0.54% Add +1.3% 980 $605K
Heritage Wealth Management, Inc. 0.46% Reduce -20.7% 978 $604K
Hemington Wealth Management 0.09% No change 978 $604K
Creekside Partners 0.29% Add +3.2% 974 $602K
Eastover Investment Advisors LLC 0.27% Reduce -5.5% 969 $599K
Boyd Wealth Management, LLC 0.26% Add +9.6% 968 $598K
Luts & Greenleigh Group, Inc. 0.57% Add +36.4% 967 $597K
Check Capital Management Inc. 0.04% No change 965 $596K
Gradient Capital Advisors, LLC 0.18% Reduce -1.2% 964 $596K
Regatta Capital Group, LLC 0.10% Reduce -5.9% 962 $594K
Matisse Capital 0.28% Add +3.6% 961 $594K
Signature Resources Capital Management, LLC 0.36% Add +273.5% 960 $593K
Lakeshore Financial Planning, Inc. 0.24% Add +41.5% 959 $593K
Hoge Financial Services, LLC 0.37% Reduce -7.8% 958 $592K
Requisite Capital Management, LLC 0.13% Add +0.1% 955 $592K
Morton Community Bank 0.15% No change 954 $589K
Financial Sense Advisors, Inc. 0.15% Reduce -3.4% 953 $589K
Stewardship Advisors, LLC 0.15% Add +51.8% 953 $589K
Birch Financial Group, LLC 0.47% Add +55.7% 953 $589K
Acute Investment Advisory, LLC 4.78% Reduce -40.9% 950 $587K
Banque Transatlantique SA 0.02% Add +847.0% 947 $586K
Great Waters Wealth Management 0.08% Reduce -34.5% 947 $585K
Physician Wealth Advisors, Inc. 0.09% Reduce -21.4% 947 $585K
Lee Johnson Capital Management, LLC 0.20% Reduce -39.8% 946 $584K
America First Investment Advisors, LLC 0.12% Add +0.2% 946 $584K
Opus Capital Group, LLC 0.07% No change 943 $583K
MJP Associates Inc. 0.09% Add +86.5% 942 $582K
Northeast Planning Associates, Inc. / NH / 0.54% No change 941 $581K
Alpine Bank Wealth Management 0.09% Reduce -28.1% 940 $581K
Lee Financial Co 0.08% Add +22.8% 939 $580K
Legacy Advisory Services, LLC 0.46% Add +0.2% 938 $580K
Quarry Hill Advisors, LLC 0.34% No change 936 $578K
Dopkins Wealth Management, LLC 0.26% No change 935 $578K
BostonPremier Wealth LLC 0.32% Add +3.1% 932 $576K
Fulcrum Capital LLC 0.12% Reduce -2.8% 930 $575K
AIMZ Investment Advisors, LLC 0.19% Reduce -3.8% 925 $571K
Zullo Investment Group, Inc. 0.23% Add +1.9% 922 $570K
Truvestments Capital LLC 0.11% Reduce -13.6% 921 $569K
Summit Global Investments 0.03% Add +1.7% 919 $568K
Partners in Financial Planning 0.10% Add +0.2% 919 $568K
Pacific Asset Management, LLC 0.46% Add +0.1% 916 $566K
Sunbeam Capital Management, LLC 0.43% Add +3.4% 914 $564K
RPG Investment Advisory, LLC 0.07% Reduce -50.0% 913 $564K
WP Advisors, LLC 0.15% Add +0.3% 912 $563K
Alexander Randolph Advisory, Inc. 0.50% Add +42.4% 907 $560K
Wealthgarden F.S. LLC 0.46% Add +19.1% 886 $560K
Chris Bulman Inc 0.32% Reduce -0.8% 905 $559K
Pinnacle Holdings, LLC 0.23% New 904 $559K
StoneCrest Wealth Management, Inc. 0.27% Reduce -8.2% 904 $559K
Bluestem Financial Advisors, LLC 0.24% No change 904 $559K
Lodestone Wealth Management LLC 0.27% Add +4.0% 901 $556K
WealthCare Investment Partners, LLC 0.20% Add +3.7% 890 $556K
Mason & Associates Inc 0.13% Add +0.8% 899 $556K
Strathmore Capital Advisors, Inc. 0.25% — 890 $555K
American Investment Services, Inc. 0.14% Reduce -96.8% 898 $555K
McGlone Suttner Wealth Management, Inc. 0.08% Reduce -3.1% 895 $553K
Quest Investment Management LLC 0.06% Add +34.4% 895 $553K
Premier Path Wealth Partners, LLC 0.08% Add +0.9% 895 $553K
InvesTrust 0.21% No change 894 $552K
Enzi Wealth 0.20% Reduce -0.1% 885 $552K
CLG LLC 0.17% Add +1.1% 893 $552K
Asio Capital, LLC 0.09% Add +38.7% 889 $549K
Sharp Wealth Advisory, LLC 0.35% Reduce -97.5% 888 $549K
Pacific Sun Financial Corp 0.29% Add +0.2% 886 $548K
Vision Capital Management, Inc. 0.07% Add +14.9% 886 $547K
Painted Porch Advisors LLC 0.22% Reduce -5.0% 886 $547K
Advocate Group LLC 0.10% No change 879 $543K
Ames National Corp. 0.35% No change 878 $542K
Financial Life Advisors 0.19% Reduce -0.6% 878 $542K
Petredis Investment Advisors LLC 0.05% No change 874 $540K
Whitcomb & Hess, Inc. 0.15% No change 873 $539K
Alliance Wealth Management Group 0.14% No change 872 $539K
Huntleigh Advisors, Inc. 0.10% Reduce -23.8% 870 $538K
Goldstream Capital Management Ltd 0.23% Reduce -4.0% 866 $538K
Kelly Financial Group LLC 0.16% Add +0.9% 870 $538K
Creative Capital Management Investments LLC 0.19% Add +6.6% 870 $538K
Compass Capital Management, Inc. 0.03% Add +32.6% 870 $538K
Hamilton Capital Partners, LLC 0.26% No change 868 $536K
Boothbay Fund Management, LLC 0.02% Reduce -98.6% 868 $536K
Briaud Financial Planning Inc 0.21% Add +41.0% 867 $535K
Redwood Financial Network Corp 0.36% Add +2.2% 866 $535K
Roxbury Financial LLC 0.52% Reduce -10.0% 862 $533K
LPWM LLC 0.16% No change 862 $533K
O'Brien Wealth Partners LLC 0.08% Reduce -0.7% 862 $533K
Brown Wealth Management, LLC 0.17% Add +3.7% 860 $532K
SilverOak Wealth Management LLC 0.10% Add +12.3% 859 $531K
Cox Capital Mgt LLC 0.36% Reduce -12.6% 858 $530K
Cambridge Financial Group, Inc. 0.27% Reduce -6.0% 855 $528K
Fishman Jay A Ltd. 0.05% No change 855 $528K
Legacy Solutions, LLC 0.51% Add +3.4% 854 $528K
FF Advisors,LLC 0.27% No change 852 $526K
Advocacy Wealth Management, LLC 0.03% No change 852 $526K
Elite Financial, Inc. 0.26% Add +0.1% 833 $526K
Bosman Wealth Management, LLC 0.47% No change 851 $526K
Rahlfs Capital, LLC 0.48% Reduce -2.5% 850 $525K
3EDGE Asset Management, LP 0.03% Reduce -22.3% 848 $524K
ARK & TLK Investments, LLC 0.17% No change 847 $523K
London Co. of Virginia 0.00% Reduce -28.0% 845 $522K
Marietta Investment Partners LLC 0.11% Add +43.0% 844 $521K
Yukon Wealth Management, Inc. 0.19% Add +0.2% 844 $521K
Colonial River Investments, LLC 0.22% Add +36.6% 832 $521K
Barton Investment Management 0.05% No change 839 $518K
Asset Planning Services Inc. /La/ 0.24% Reduce -29.9% 839 $518K
Planned Solutions, Inc. 0.20% No change 838 $518K
Academy Capital Management 0.07% New 837 $517K
CJM Wealth Advisers, Ltd. 0.17% Add +0.1% 837 $517K
Partnership Wealth Management, LLC 0.42% Add +6.2% 836 $516K
Pacific Sage Partners, LLC 0.10% Reduce -0.1% 833 $515K
Maltin Wealth Management, Inc. 0.23% Reduce -1.2% 833 $515K
Parkshore Wealth Management, Inc. 0.25% Reduce -40.6% 825 $510K
Integrity Investment Advisors, LLC 0.39% New 825 $510K
JBR Co Financial Management Inc 0.25% Reduce -5.5% 822 $508K
Vantage Point Financial LLC 0.22% Reduce -1.1% 822 $508K
Kingsman Wealth Management, Inc. 0.32% Reduce -1.9% 820 $506K
Pacifica Partners Inc. 0.20% Add +16.8% 820 $504K
Forbes J M & Co. LLP 0.05% No change 816 $504K
Gradient Investments LLC 0.01% Reduce -12.4% 814 $503K
Marble Harbor Investment Counsel, LLC 0.05% Add +0.1% 815 $503K
Rakuten Securities, Inc. 0.20% Reduce -21.9% 810 $500K
Boston Standard Wealth Management, LLC 0.09% Add +15.1% 810 $500K
Arcadia Investment Management Corp. 0.08% Reduce -0.3% 809 $500K
Mowery & Schoenfeld Wealth Management, LLC 0.80% No change 805 $497K
HC Advisors, LLC 0.35% No change 805 $497K
Plan A Wealth LLC 0.28% Add +60.7% 805 $497K
Entrewealth, LLC 0.34% No change 804 $497K
Alpine Global Management, LLC 0.13% Reduce -90.4% 803 $496K
Hoffman, Alan N Investment Management 0.24% Reduce -7.4% 801 $495K
Trace Wealth Advisors, LLC 0.40% No change 800 $494K
Farrow Financial, Inc. 0.30% No change 800 $494K
Bollard Group LLC 0.01% No change 800 $494K
Adell Harriman & Carpenter Inc. 0.03% Reduce -1.2% 798 $493K
Gill Capital Partners, LLC 0.16% Add +16.9% 797 $492K
Triad Wealth Partners, LLC 0.10% Add +64.5% 796 $492K
KOM Wealth Management Group, LLC 0.39% Add +68.8% 795 $491K
Emergent Wealth Advisors, LLC 0.31% No change 793 $490K
FWG Investments, LLC. 0.37% New 793 $490K
Flynn Zito Capital Management, LLC 0.21% Add +45.0% 792 $489K
Olympiad Research LP 0.80% New 792 $489K
Harbor Advisory Corp. 0.16% No change 791 $489K
Pennington Partners & Co., LLC 0.26% Reduce -60.5% 787 $487K
Carnegie Lake Advisors LLC 0.19% Reduce -11.3% 789 $487K
Gimbal Financial 0.30% Add +0.8% 787 $486K
True Vision MN LLC 0.27% Add +60.3% 784 $486K
HHM Wealth Advisors, LLC 0.06% Reduce -1.4% 785 $485K
Crew Capital Management, Ltd 0.35% Reduce -0.1% 782 $483K
Western Pacific Wealth Management, LP 0.46% Add +0.1% 782 $483K
Fonville Wealth Management LLC 0.12% No change 780 $482K
Picton Mahoney Asset Management 0.01% Reduce -5.3% 780 $482K
Laidlaw Wealth Management LLC 1.39% New 780 $482K
Oak Asset Management, LLC 0.17% Add +13.9% 780 $482K
Tarbox Family Office, Inc. 0.07% Reduce -4.5% 778 $481K
Worth Asset Management, LLC 0.24% Add +51.2% 777 $480K
Coerente Capital Management 0.09% No change 775 $479K
Dividend Assets Capital, LLC 0.09% Reduce -9.9% 774 $478K
McNaughton Wealth Management, LLC 0.21% No change 772 $477K
Certior Financial Group, LLC 0.37% Reduce -14.9% 771 $476K
Vannoy Advisory Group, Inc. 0.33% No change 771 $476K
Dynamic Financial Group 0.46% Add +50.6% 771 $476K
Brown Financial Advisory 0.26% No change 768 $474K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -73.3% 767 $474K
West Wealth Group, LLC 0.12% Reduce -34.3% 748 $474K
Premier Financial Group 0.13% — 738 $474K
WestHill Financial Advisors, Inc. 0.10% Reduce -0.3% 766 $473K
Balanced Wealth Group LLC 0.21% Reduce -1.6% 749 $473K
Graham Capital Wealth Management, LLC 0.53% Add +0.5% 766 $473K
William B. Walkup & Associates, Inc. 0.28% Add +173.2% 765 $473K
Legacy Capital Group California, Inc. 0.13% Add +27.5% 765 $473K
Probity Advisors, Inc. 0.08% Reduce -24.0% 765 $473K
Beacon Investment Advisors LLC 0.20% Add +0.4% 766 $471K
5th Street Advisors, LLC 0.23% No change 762 $471K
North Forty Two & Co. 0.50% No change 761 $470K
Parkwoods Wealth Partners, LLC 0.27% Add +5.0% 759 $469K
Landmark Wealth Management, LLC 0.20% Add +0.3% 759 $469K
Avid Wealth Partners LLC 0.27% No change 756 $468K
Stage Harbor Financial, LLC 0.38% No change 757 $468K
Rf&l Wealth Management, LLC 0.30% Reduce -3.2% 757 $468K
AMJ Financial Wealth Management 0.12% Reduce -6.2% 756 $467K
WealthTrust Asset Management, LLC 0.35% Reduce -5.3% 755 $466K
Elm3 Financial Group, LLC 0.39% Reduce -32.7% 755 $466K
Sprinkle Financial Consultants LLC 0.28% Reduce -4.3% 754 $466K
Darwin Wealth Management, LLC 0.16% Reduce -33.7% 753 $466K
Elevated Capital Advisors, LLC 0.13% No change 832 $465K
Access Financial Services, Inc. 0.18% Reduce -2.2% 905 $464K
SFE Investment Counsel 0.08% No change 750 $463K
Sachem Hill LLC 0.09% Reduce -0.9% 748 $462K
Kondo Wealth Advisors, Inc. 0.20% No change 748 $462K
Legacy Bridge, LLC 0.22% Reduce -1.6% 747 $462K
Aberdeen Group plc 0.00% New 748 $461K
Lynch & Associates 0.09% Add +34.9% 746 $461K
Gilbert Capital Group, Inc. 0.38% — 745 $460K
Maridea Wealth Management LLC 0.12% New 744 $460K
Tilia Fiduciary Partners, Inc. 0.28% Add +1.2% 744 $459K
Gerber, LLC 0.32% No change 742 $459K
Avondale Wealth Management 0.26% No change 742 $458K
Fortitude Family Office, LLC 0.15% No change 741 $458K
Better Money Decisions, LLC 0.28% Add +0.3% 741 $458K
Cary Street Partners Investment Advisory LLC 0.22% No change 739 $457K
New England Professional Planning Group Inc. 0.21% No change 739 $457K
Baker Tilly Wealth Management, LLC 0.16% Reduce -6.5% 739 $456K
James Hambro & Partners LLP 0.02% No change 738 $456K
Peloton Wealth Strategists 0.19% No change 738 $456K
Strategic Planning Group, LLC 0.07% Add +3.5% 737 $455K
Total Wealth Planning & Management, Inc. 0.39% Add +77.7% 734 $454K
Seascape Capital Management 0.14% Reduce -32.2% 734 $453K
Sonoma Private Wealth LLC 0.55% Reduce -7.8% 732 $452K
Vance Wealth, LLC 0.15% Reduce -7.3% 731 $452K
Detalus Advisors, LLC 0.13% No change 730 $451K
Sara-Bay Financial 0.16% Reduce -28.4% 729 $450K
TPG Financial Advisors, LLC 0.18% Reduce -27.8% 728 $450K
Prairie Wealth Advisors, Inc. 0.19% Add +0.6% 725 $449K
Bristol Gate Capital Partners Inc. 0.03% Reduce -92.1% 724 $447K
David Kennon Inc 0.17% No change 721 $446K
Parker Financial LLC 0.19% Reduce -57.7% 721 $445K
Emory University 1.61% Add +1.7% 720 $445K
Resolute Wealth Advisor, Inc. 0.25% — 683 $444K
Regimen Wealth, LLC 0.14% Add +0.3% 719 $444K
KDK Private Wealth Management, LLC 0.47% New 718 $444K
Retirement Planning Group, LLC / NY 0.39% New 717 $444K
Timonier Family Office, LTD. 0.17% Add +1.9% 714 $442K
Ade, LLC 0.23% Add +1.6% 715 $442K
RVW Wealth, LLC 0.04% Reduce -19.6% 713 $440K
Arcadia Wealth Management, LLC 0.19% Add +29.9% 713 $440K
Eagle Bay Advisors LLC 0.36% No change 710 $440K
Benson Investment Management Company, Inc. 0.17% Add +91.4% 712 $440K
Atwater Malick LLC 0.14% No change 710 $439K
Blackston Financial Advisory Group, LLC 0.27% Reduce -35.5% 709 $438K
Presilium Private Wealth, LLC 0.09% No change 705 $436K
Maryland Capital Advisors Inc. 0.17% Reduce -36.1% 704 $435K
Eagle Harbor Asset Management Inc. 0.42% No change 704 $435K
Decatur Capital Management, Inc. 0.19% No change 700 $432K
Cathy Pareto & Associates, Inc. 0.36% Add +0.1% 699 $432K
AG Asset Advisory, LLC 0.37% Reduce -38.1% 697 $431K
Up Strategic Wealth Investment Advisors LLC 0.33% No change 695 $429K
Teamwork Financial Advisors, LLC 0.05% Add +41.9% 694 $429K
Hobbs Group Advisors, LLC 0.15% Add +1.2% 693 $428K
CYBER HORNET ETFs LLC 0.31% New 692 $428K
Lester Murray Antman dba SimplyRich 0.12% No change 694 $428K
Global Wealth Strategies & Associates 0.12% Reduce -18.4% 691 $427K
Gallagher Capital Advisors, LLC 0.34% Add +60.0% 669 $426K
SLT Holdings LLC 0.33% Add +0.7% 689 $426K
MN Wealth Advisors, LLC 0.25% Reduce -29.7% 688 $425K
Louisbourg Investments Inc. 0.10% Reduce -1.1% 688 $425K
Vista Finance, LLC 0.37% Add +26.6% 686 $424K
Keystone Financial Services, LLC 0.32% Add +4.7% 686 $424K
Cooper Capital Advisors LLC 0.41% Reduce -0.4% 685 $423K
Spectrum Investment Advisors, Inc. 0.25% Add +41.5% 685 $423K
Southland Equity Partners LLC 0.09% Add +4.7% 685 $423K
Mayfair Advisory Group, LLC 0.20% Reduce -2.5% 664 $423K
Mission Hills Financial Advisory, LLC 0.26% New 684 $423K
Moller Wealth Partners 0.09% Reduce -40.6% 684 $423K
Brick & Kyle, Associates 0.19% New 653 $421K
Ahl Investment Management, Inc. 0.28% No change 680 $420K
One Wealth Capital Management, LLC 0.20% Add +8.1% 680 $420K
Argent Advisors, Inc. 0.13% Add +42.6% 680 $420K
Sanders Morris Harris LLC 0.10% Reduce -97.6% 679 $420K
Highline Wealth Partners LLC 0.12% Reduce -15.7% 678 $419K
Forum Private Client Group LLC 0.16% Reduce -1.2% 678 $419K
Topel & Distasi Wealth Management, LLC 0.22% Add +0.5% 677 $418K
Mittelman Wealth Management 0.35% Reduce -2.0% 675 $417K
Pring Turner Capital Group Inc. 0.27% No change 671 $415K
Meadow Creek Wealth Advisors LLC 0.28% Add +0.1% 671 $415K
Anchor Capital Advisors LLC 0.01% Add +2.5% 669 $414K
Waterway Wealth Management, LLC 0.12% No change 668 $413K
Miller Wealth Advisors, LLC 0.19% Add +0.3% 668 $413K
Fortis Capital Management LLC 0.06% Reduce -47.0% 667 $412K
Parkworth Wealth Management, Inc. 0.30% Add +0.3% 666 $412K
EnRich Financial Partners LLC 0.13% Reduce -5.8% 666 $412K
Ring Mountain Capital, LLC 0.25% Add +18.1% 654 $410K
Vectors Research Management, LLC 0.14% Reduce -4.1% 662 $409K
Pflug Koory, LLC 0.21% Reduce -5.6% 661 $409K
Cornerstone Enterprises, LLC 0.22% No change 660 $408K
Strategic Investment Solutions, Inc. 0.12% Reduce -3.1% 660 $407K
Northwest Wealth Management, LLC 0.07% Reduce -8.8% 656 $405K
GLOBALT Investments LLC / GA 0.02% Reduce -59.2% 655 $405K
Total Wealth Planning, LLC 0.05% Add +19.5% 655 $405K
Centennial Wealth Advisory LLC 0.13% Add +5.7% 654 $404K
Field & Main Bank 0.13% Reduce -6.8% 654 $404K
Advus Financial Partners, LLC 0.10% Reduce -4.4% 652 $403K
Francis Financial, Inc. 0.09% No change 651 $402K
Instrumental Wealth, LLC 0.32% Reduce -0.9% 645 $401K
Strong Tower Advisory Services 0.08% Add +0.1% 648 $400K
Advisors Management Group Inc. 0.08% Reduce -0.8% 648 $400K
Cascade Investment Advisors, Inc. 0.26% No change 647 $400K
O'Brien Greene & Co. Inc 0.13% No change 646 $399K
Marvin & Palmer Associates Inc. 0.34% New 646 $399K
Davidson Capital Management Inc. 0.10% Add +190.5% 645 $399K
Templeton & Phillips Capital Management, LLC 0.29% No change 645 $399K
Eliot Finkel Investment Counsel, LLC 0.26% No change 645 $399K
Vawter Financial, Ltd. 4.49% Reduce -7.5% 644 $398K
Vickerman Investment Advisors, Inc. 0.09% No change 644 $398K
Versant Capital Management, Inc 0.06% Add +0.2% 644 $398K
Jag Capital Management, LLC 0.04% New 643 $397K
PFW Advisors LLC 0.12% No change 643 $397K
Littlejohn Financial Services, Inc. 0.31% Reduce -16.2% 643 $397K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -7.5% 642 $397K
Pine Harbor Wealth Management, LLC 0.14% Add +6.0% 639 $395K
Scissortail Wealth Management, LLC 0.09% No change 638 $394K
Baugh & Associates, LLC 0.21% Add +0.3% 666 $394K
Woodley Farra Manion Portfolio Management Inc. 0.02% Reduce -30.9% 634 $393K
Presidio Capital Management, LLC 0.15% Add +8.4% 634 $391K
Verde Capital Management 0.10% Add +21.0% 633 $391K
Great Lakes Retirement, Inc. 0.05% New 626 $388K
Sterling Investment Counsel, LLC 0.23% Reduce -84.7% 628 $388K
Knightsbridge Asset Management, LLC 0.09% No change 627 $387K
Redmond Asset Management, LLC 0.09% Reduce -5.9% 627 $387K
Diligent Investors, LLC 0.09% Add +25.4% 626 $386K
Daner Wealth Management, LLC 0.27% — 601 $386K
CCM Investment Advisers LLC 0.04% Add +3.1% 625 $386K
Axos Invest Inc. 0.29% Add +2.0% 621 $384K
Norris Perne & French LLP 0.03% Reduce -12.7% 620 $383K
IAG Wealth Partners, LLC 0.05% Reduce -1.8% 619 $382K
Stonekeep Investments, LLC 0.26% Add +14.0% 618 $382K
Mendel Capital Management LLC 0.22% No change 617 $381K
Strategent Financial, LLC 0.30% No change 617 $381K
BlueStem Wealth Partners, LLC 0.05% Add +4.0% 616 $381K
Alta Capital Management LLC/ 0.02% New 616 $381K
Poehling Capital Management, INC. 0.09% Add +12.1% 613 $379K
Corepath Wealth Partners LLC 0.32% No change 605 $378K
Strategic Financial Partners, Ltd. 0.18% Add +6.8% 611 $378K
Robinswood Financial LLC 0.13% No change 610 $377K
Beck Bode, LLC 0.06% Reduce -30.8% 610 $377K
Old North State Wealth Management, LLC 0.20% Add +48.8% 604 $376K
Walker Financial Services, Inc. 0.17% Add +3.2% 609 $376K
Boomfish Wealth Group, LLC 0.22% Add +18.9% 609 $376K
Capital Squared Financial LLC 0.44% — 609 $376K
Meridian Wealth Partners, LLC 0.05% Reduce -4.6% 606 $374K
Monument Group Wealth Advisors, LLC 0.24% No change 606 $374K
Crane Advisory, LLC 0.06% No change 600 $374K
Adamsbrown Wealth Consultants LLC 0.11% Reduce -23.9% 604 $373K
Kestra Investment Management, LLC 0.01% Add +19.8% 604 $373K
Anson Capital, Inc. 0.30% No change 602 $372K
Dudley Capital Management, LLC 0.19% Reduce -4.0% 601 $371K
Jacobs Levy Equity Management, Inc. 0.00% New 600 $371K
Peak Retirement Planning, Inc. 0.15% New 600 $370K
WPG Advisers, LLC 0.31% Add +41.4% 598 $369K
Partners Wealth Management, LLC 0.42% No change 657 $369K
TCP Asset Management, LLC 0.07% Add +32.7% 596 $368K
Muirfield Wealth Advisors LLC 0.29% Reduce -19.9% 595 $368K
GMO 0.00% New 594 $367K
KWB Wealth 0.04% No change 655 $366K
ShankerValleau Wealth Advisors, Inc. 0.10% No change 593 $366K
Shepherd Kaplan Krochuk, LLC 0.32% Add +0.3% 593 $366K
Higgins & Schmidt Wealth Strategies LLC 0.20% No change 591 $365K
Rinkey Investments 0.11% Add +29.6% 591 $365K
Elgethun Capital Management 0.07% No change 589 $364K
Harfst & Associates, Inc. 0.07% No change 588 $363K
Cidel Asset Management Inc. 0.02% New 588 $363K
Spurstone Advisory Services, LLC 5.48% Add +2.1% 585 $361K
Balanced Rock Investment Advisors LLC 0.28% Reduce -31.3% 584 $361K
Hill Island Financial LLC 0.10% Add +10.8% 583 $360K
LifeGoal Investments, LLC 0.34% Reduce -72.6% 582 $360K
Richardson Capital Management LLC 0.19% Add +0.3% 580 $358K
Gentry Private Wealth, LLC 0.27% No change 578 $357K
Astoria Strategic Wealth, Inc. 0.10% No change 578 $357K
Synergy Investment Management, LLC 0.21% Add +48.7% 577 $356K
Joule Financial, LLC 0.12% New 576 $356K
Commons Capital, LLC 0.27% Add +5.7% 576 $356K
Morey & Quinn Wealth Partners, LLC 0.28% Reduce -36.6% 574 $355K
Kilter Group LLC 0.19% No change 572 $353K
Future Fund LLC 0.16% New 572 $353K
HWG Holdings LP 0.10% Add +6.1% 572 $353K
RBA Wealth Management, LLC 0.13% Reduce -7.8% 571 $353K
Boston Common Asset Management, LLC 0.01% Add +0.3% 571 $353K
Everest Private Wealth 0.25% Add +0.3% 570 $352K
Strengthening Families & Communities, LLC 0.20% Reduce -0.9% 569 $352K
Walled Lake Planning & Wealth Management, LLC 0.11% No change 568 $351K
Shaker Financial Services, LLC 0.13% Reduce -88.8% 558 $351K
PYA Waltman Capital, LLC 0.10% Add +5.6% 565 $349K
Bulwark Capital Corp 0.29% — 565 $349K
Mindset Wealth Management, LLC 0.11% Reduce -1.4% 563 $348K
Summit Investment Advisors, Inc. 0.29% Add +9.8% 559 $348K
Wealth Management Strategies, Inc. 0.19% Add +0.4% 563 $348K
Viawealth, LLC 0.21% Add +0.2% 562 $347K
Mill Capital Management, LLC 0.03% Add +11.7% 562 $347K
First Citizens Financial Corp 0.19% Add +3.5% 558 $345K
Kimelman & Baird, LLC 0.03% No change 557 $344K
New Capital Management LP 0.10% New 556 $343K
Cardinal Capital Management 0.05% Add +1.1% 553 $343K
AF Advisors, Inc. 0.12% No change 550 $340K
Stableford Capital II LLC 0.13% New 533 $340K
Cantor Fitzgerald, L. P. 0.01% Reduce -79.4% 549 $339K
Hilltop Wealth Advisors, LLC 0.19% Add +37.8% 547 $338K
Kathmere Capital Management, LLC 0.03% Reduce -83.0% 547 $338K
Renasant Bank 0.23% Reduce -3.4% 546 $337K
United Bank 0.13% No change 546 $337K
KilterHowling LLC 0.20% No change 545 $337K
Conrad Siegel Investment Advisors, Inc. 0.08% Reduce -4.0% 545 $337K
Capital Market Strategies LLC 0.23% New 543 $335K
Scientech Research LLC 0.08% Reduce -85.2% 542 $335K
Straight Path Wealth Management 0.11% New 541 $334K
Uniting Wealth Partners, LLC 0.13% Reduce -1.3% 540 $334K
Melone Private Wealth, LLC 0.17% Reduce -4.8% 542 $333K
Cedar Mountain Advisors, LLC 0.07% Add +16.2% 539 $333K
Stillwater Capital Advisors, LLC 0.04% Add +5.1% 537 $332K
Sweeney & Michel, LLC 0.12% Add +0.8% 531 $331K
Aquire Wealth Advisors, LLC 0.09% No change 535 $331K
Disciplined Equity Management, Inc. 0.19% No change 532 $329K
Point Windward Advisors Inc. 0.15% Reduce -50.9% 532 $329K
Beverly Hills Private Wealth, LLC 0.06% No change 531 $328K
Security National Bank of Sioux City Iowa 0.23% No change 530 $327K
Northwest Financial Advisors 0.46% Reduce -76.0% 529 $327K
Sound Stewardship, LLC 0.17% Add +5.0% 529 $327K
Northstar Asset Management Inc. 0.09% New 529 $327K
Inspire Advisors, LLC 0.03% New 528 $326K
Hager Investment Management Services, LLC 0.19% Reduce -4.3% 528 $326K
Covington Investment Advisors Inc. 0.05% No change 527 $326K
tru Independence LLC 0.09% Reduce -33.4% 527 $326K
Koa Wealth Management, LLC 0.26% Add +23.1% 527 $326K
Longview Financial Advisors LLC 0.20% No change 527 $326K
CWC Advisors, LLC. 0.17% Add +9.1% 526 $325K
Dash Acquisitions Inc. 0.07% No change 512 $325K
Synergy Financial Group, LTD 0.24% No change 524 $324K
Petix & Botte Co 0.08% No change 522 $323K
Aspiring Ventures, LLC 0.15% No change 522 $323K
Burns Matteson Capital Management, LLC 0.16% Add +8.8% 521 $322K
Mechanics Financial Corp 0.14% No change 521 $322K
LongView Asset Management LLC 0.24% Reduce -10.8% 521 $322K
Future Financial Wealth Managment LLC 0.22% No change 520 $321K
Southern Capital Advisors, LLC 0.16% Add +26.3% 518 $320K
Thompson Davis & Co., Inc. 0.22% Reduce -3.9% 518 $320K
PSI Advisors, LLC 0.16% Reduce -9.6% 518 $320K
Financial Strategies Group, Inc. 0.07% No change 513 $320K
Community Bank of Raymore 0.24% No change 515 $318K
Vantage Investment Partners, LLC 0.02% No change 515 $318K
Planning Directions Inc. 0.18% Reduce -93.3% 513 $317K
Brio Consultants, LLC 0.05% No change 510 $315K
Capital Square, LLC 0.17% Add +22.9% 504 $314K
Mustard Seed Financial, LLC 0.22% Add +0.2% 505 $312K
Post Resch Tallon Group Inc. 0.30% Reduce -11.3% 505 $312K
Wisconsin Wealth Advisors, LLC 0.36% Add +1.8% 505 $312K
Petra Financial Advisors Inc. 0.20% Add +0.6% 504 $311K
Phillips Wealth Planners LLC 0.28% Reduce -2.1% 502 $311K
Cutler Capital Management, LLC 0.13% Reduce -24.1% 504 $311K
Edgemoor Investment Advisors, Inc. 0.03% Add +19.5% 503 $311K
Piedmont Capital Management, LLC 0.18% No change 503 $311K
Continuum Wealth Advisors, LLC 0.15% Add +7.0% 502 $310K
4WEALTH Advisors, Inc. 0.32% Reduce -6.0% 501 $309K
Oak Family Advisors, LLC 0.11% Reduce -10.1% 497 $307K
Applied Capital LLC 0.13% Reduce -14.2% 496 $306K
Bramshill Investments, LLC 0.03% Add +8.5% 496 $306K
Fiduciary Advisors, Inc. 0.27% Reduce -1.6% 494 $305K
Spectrum Planning & Advisory Services Inc. 0.20% New 494 $305K
Clear Investment Research, LLC 0.38% No change 493 $305K
Cypress Point Wealth Management, LLC 0.07% Add +1.0% 492 $304K
Continental Investors Services, Inc. 0.55% Add +1.0% 490 $304K
Somerville Kurt F 0.05% Add +8.9% 490 $303K
Schiavi & Co LLC 0.10% No change 488 $302K
Mullooly Asset Management, Inc. 0.13% Add +0.4% 487 $301K
Schmidt P J Investment Management Inc. 0.05% Reduce -6.7% 485 $300K
Advisory Resource Group 0.06% Add +31.3% 483 $298K
Weybosset Research & Management LLC 0.10% No change 480 $297K
Professional Financial Advisors, LLC 0.07% Reduce -36.4% 478 $295K
Blackhill Capital Inc. 0.02% No change 478 $295K
Gray Private Wealth, LLC 0.16% Reduce -10.5% 478 $295K
Fox Hill Wealth Management 0.15% Add +2.6% 478 $295K
Quantum Financial Planning Services, Inc. 0.14% New 476 $294K
Reliant Investment Partners, LLC 0.26% No change 476 $294K
Barometer Capital Management Inc. 0.08% New 475 $293K
Sarver Vrooman Wealth Advisors 0.19% No change 474 $293K
TradeWell Securities, LLC. 0.14% Add +8.5% 474 $293K
Tamar Securities, LLC 0.04% New 469 $290K
Ballew Advisors, Inc 0.17% Add +0.7% 463 $289K
Greenwood Capital Associates LLC 0.04% Reduce -47.7% 468 $289K
RMG Wealth Management LLC 0.04% — 1,328 $289K
Stevens Capital Management LP 0.08% Reduce -98.4% 464 $287K
Colton Groome Financial Advisors, LLC 0.10% No change 464 $287K
Moulton Wealth Management, Inc. 0.22% Reduce -2.1% 457 $286K
Concentrum Wealth Management 0.09% Add +3.8% 462 $285K
Dagco, Inc. 0.08% No change 462 $285K
Caldwell Sutter Capital, Inc. 0.13% Add +4.1% 461 $285K
Advisory Research Inc. 0.04% New 458 $283K
Uhlmann Price Securities, LLC 0.20% Reduce -15.5% 458 $283K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.19% Reduce -2.2% 443 $282K
Mascoma Wealth Management LLC 0.07% No change 456 $282K
Cornerstone Management, Inc. 0.05% Reduce -24.1% 456 $282K
Westhampton Capital, LLC 0.15% No change 455 $281K
Kingdom Financial Group LLC. 0.24% New 454 $280K
Investment Counsel Co. of Nevada 0.57% Add +3.0% 453 $280K
Independent Solutions Wealth Management, LLC 0.05% Reduce -20.0% 453 $280K
Stanley-Laman Group, Ltd. 0.04% No change 452 $279K
Integrated Capital Management, LLC 0.13% No change 443 $279K
Clay Northam Wealth Management, LLC 0.18% Reduce -3.6% 451 $279K
Lauterbach Financial Advisors, LLC 0.15% No change 451 $279K
Magnolia Private Wealth, LLC 0.22% New 450 $278K
Schulhoff & Co. Inc. 0.12% No change 450 $278K
Ramirez Asset Management, Inc. 0.04% Reduce -30.8% 450 $278K
Tme Financial, Inc. 0.22% Add +0.7% 449 $278K
Clifford Group, LLC 0.23% Reduce -33.6% 449 $277K
Golden Bell Financial Planning LLC 0.26% Reduce -0.2% 448 $277K
Glass Jacobson Investment Advisors llc 0.11% Reduce -68.8% 445 $275K
Banco BTG Pactual S.A. 0.06% Reduce -25.5% 444 $274K
DORVAL Corp 0.10% Add +0.5% 444 $274K
Golden Reserve Retirement LLC 0.09% New 443 $274K
CarsonAllaria Wealth Management, Ltd. 0.15% Add +17.2% 443 $274K
Beckerman Institutional, LLC 0.18% Reduce -30.1% 443 $274K
Pachira Investments Inc. 0.21% Add +0.2% 443 $274K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -3.3% 440 $273K
Sunburst Financial Group, LLC 0.06% New 440 $272K
FIDELIS iM, LLC 0.12% New 440 $272K
Tidal Investments LLC 0.00% Reduce -80.2% 440 $272K
O'Connor Financial Group LLC 0.12% New 432 $270K
M Wealth Management, LLC 0.25% No change 437 $270K
Argent Capital Management LLC 0.01% New 435 $269K
Bond & Devick Financial Network, Inc. 0.09% No change 434 $268K
Riversedge Advisors, LLC 0.05% Reduce -17.4% 433 $267K
ROSS\JOHNSON & Associates LLC 5.50% Reduce -3.8% 432 $267K
Newport Capital Group, LLC 0.18% New 428 $266K
Wrenne Financial Planning LLC 0.12% Add +3.4% 429 $265K
Talisman Wealth Advisors LLC 0.24% No change 429 $265K
PMG Wealth Management, Inc. 0.22% Add +9.2% 428 $264K
BetterWealth, LLC 0.07% Add +0.2% 426 $263K
OLIO Financial Planning 0.08% No change 426 $263K
Pecaut & Co. 0.09% Reduce -10.5% 425 $263K
Inman Jager Wealth Management, LLC 0.18% No change 425 $263K
Summit Wealth Group, LLC 0.07% New 424 $262K
Arcataur Capital Management LLC 0.08% No change 423 $262K
Biondo Investment Advisors, LLC 0.03% No change 423 $261K
Valued Retirements, Inc. 0.29% New 422 $261K
Adaptive Financial Consulting, LLC 0.11% No change 421 $260K
Thomasville National Bank 0.02% Reduce -60.8% 421 $260K
Barnett & Company, Inc. 0.20% No change 420 $259K
McRae Capital Management Inc. 0.05% No change 420 $259K
Kaye Capital Management 0.10% Reduce -42.4% 420 $259K
Altman Advisors, Inc. 0.11% Reduce -0.2% 420 $259K
Mach-1 Financial Group, LLC 0.08% Reduce -90.1% 419 $259K
Skyline Advisors, Inc. 0.10% No change 418 $258K
Cross Staff Investments Inc 0.19% New 418 $258K
Dempze Nancy E 0.15% Reduce -38.4% 418 $258K
Trust Co of Kansas 0.12% No change 418 $258K
LongView Wealth Management 0.08% New 417 $258K
Quattro Financial Advisors LLC 0.09% Reduce -96.3% 416 $258K
Flywheel Private Wealth LLC 0.21% No change 417 $258K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -8.8% 415 $257K
Kenora Financial, LLC 0.10% New 415 $256K
Koesten, Hirschmann & Crabtree, INC. 0.13% Add +27.9% 413 $255K
Ellsworth Advisors, LLC 0.06% New 413 $255K
Prodigy Asset Management LLC 0.17% No change 411 $254K
Ipswich Investment Management Co., Inc. 0.06% No change 411 $254K
Aviso Wealth Management 0.12% New 410 $253K
Peak Financial Management, Inc. 0.07% No change 409 $253K
Investidor Profissional Gestao de Recursos Ltda. 0.17% New 409 $253K
Stockman Wealth Management, Inc. 0.03% No change 409 $253K
Integris Wealth Management, LLC 0.07% New 408 $252K
Bowman & Co S.C. 0.11% Add +0.3% 407 $251K
Whitener Capital Management, Inc. 0.07% No change 406 $251K
DF Dent & Co. Inc. 0.00% Reduce -24.7% 406 $251K
Red Mountain Financial, LLC 0.28% No change 406 $251K
Durante & Waters, LLC 0.20% No change 405 $250K
FLC Capital Advisors 0.05% Reduce -10.0% 404 $250K
Rodgers & Associates, LTD 0.03% Reduce -1.7% 404 $250K
Strategic Advocates LLC 0.07% Reduce -0.3% 404 $249K
Israel Discount Bank of New York 0.95% Reduce -99.5% 403 $249K
NRI Wealth Management LC 0.15% New 403 $249K
Avalon Advisory Group 0.11% No change 403 $249K
Twelve Points Wealth Management LLC 0.07% Reduce -2.9% 402 $249K
First Bank & Trust 0.04% No change 402 $248K
Harbor Asset Planning, Inc. 0.24% — 403 $248K
DMKC Advisory Services, LLC 0.13% New 395 $248K
Peterson Wealth Advisors, LLC 0.04% New 401 $247K
Jacobson & Schmitt Advisors, LLC 0.04% New 400 $247K
Sterling Group Wealth Management, LLC 0.14% No change 399 $247K
Keener Financial Planning LLC 0.12% Add +16.8% 397 $245K
Bellecapital International Ltd. 0.04% Add +6.7% 396 $245K
Hendershot Investments Inc. 0.03% Reduce -11.2% 395 $244K
City National Bank of Florida 0.18% Add +9.7% 395 $244K
Andina Capital Management, LLC 0.17% New 395 $244K
Davis Investment Partners, LLC 0.09% New 394 $243K
Axim Planning & Wealth 0.22% New 393 $243K
Rather & Kittrell, Inc. 0.05% No change 393 $243K
Lighthouse Financial LLC 0.19% No change 392 $242K
Murphy Pohlad Asset Management LLC 0.10% No change 392 $242K
Sykon Capital LLC 0.09% No change 391 $242K
Thomas J. Herzfeld Advisors, Inc. 0.09% No change 390 $241K
Pure Portfolios Holdings LLC 0.08% Reduce -23.4% 390 $241K
Dravo Bay LLC 0.12% No change 389 $240K
Portfolio Strategies, Inc. 0.03% Add +4.0% 388 $240K
Davidson Investment Advisors 0.01% Reduce -10.6% 388 $240K
Salvus Wealth Management, LLC 0.14% New 388 $239K
Columbus Macro, LLC 0.03% No change 384 $237K
Chancellor Financial Group WB LP 0.18% Reduce -4.7% 383 $237K
GFG Capital, LLC 0.07% Reduce -95.7% 381 $235K
Clearview Wealth Advisors LLC 0.16% New 381 $235K
RiverTree Advisors, LLC 0.16% Reduce -62.2% 380 $235K
Thomas Story & Son LLC 0.09% Reduce -6.3% 375 $232K
Heritage Family Offices, LLP 0.12% No change 416 $231K
CPR Investments Inc. 0.18% No change 374 $231K
Notis-McConarty Edward 0.11% Reduce -8.6% 374 $231K
Davis-Rea LTD. 0.06% New 372 $230K
Satovsky Asset Management LLC 0.05% Reduce -6.3% 373 $230K
Bay Harbor Wealth Management, LLC 0.07% No change 372 $230K
Alpha Advisors, LLC 0.20% No change 372 $230K
Cornerstone National Bank & Trust Co 0.10% No change 372 $230K
OxenFree Capital LLC 0.14% New 371 $229K
Trust Co 0.03% Reduce -59.1% 370 $229K
Northstar Financial Companies, Inc. 0.24% Reduce -39.7% 370 $228K
Endeavor Private Wealth, Inc. 0.11% Reduce -18.0% 369 $228K
Adapt Wealth Advisors, LLC 0.10% New 369 $228K
Biltmore Wealth Management, LLC 0.09% No change 368 $227K
Wilkins Miller Wealth Management, LLC 0.15% New 367 $227K
Panoramic Investment Advisors, LLC 0.14% New 367 $227K
Keyes, Stange & Wooten Wealth Management, LLC 0.12% No change 366 $226K
Signature Wealth Management Group 0.09% Reduce -9.9% 365 $226K
Puff Wealth Management, LLC 0.36% New 363 $224K
Everstar Asset Management, LLC 0.14% Reduce -5.5% 362 $224K
Doliver Advisors, LP 0.06% Reduce -8.8% 362 $224K
Uncommon Cents Investing LLC 0.06% No change 361 $223K
JP Wealth Management, Inc. 0.17% No change 361 $223K
OneAscent Wealth Management LLC 0.08% New 361 $223K
Kings Path Partners LLC 0.09% Reduce -27.0% 359 $222K
Fusion Capital, LLC 0.08% Reduce -1.4% 358 $221K
Leading Edge Financial Planning LLC 0.06% No change 358 $221K
Wbi Investments, LLC 0.06% New 358 $221K
Financial Connections Group, Inc. 0.09% No change 357 $220K
Consultiva Wealth Management, Corp. 0.68% No change 355 $219K
Paul R. Ried Financial Group, LLC 0.13% New 355 $219K
Ogorek Anthony Joseph /NY/ 0.07% Reduce -33.8% 355 $219K
Innovative Advisory Group, LLC 0.19% Reduce -2.5% 353 $218K
Gleason Group, Inc. 0.02% Add +0.6% 353 $218K
Hyperion Capital Advisors LP 0.14% New 352 $217K
Sprott Inc. 0.01% New 352 $217K
one8zero8, LLC 0.05% Reduce -24.6% 350 $216K
Boyum Wealth Architects LLC 0.16% New 350 $216K
Gibraltar Capital Management, Inc. 0.04% New 348 $215K
Wayfinding Financial, LLC 0.10% No change 341 $215K
Unique Wealth Strategies, LLC 0.09% Reduce -28.0% 347 $215K
Inlet Private Wealth, LLC 0.05% New 347 $214K
RMR Capital Management, LLC 0.15% Reduce -10.2% 345 $213K
New World Advisors LLC 0.05% New 345 $213K
Phocas Financial Corp. 0.03% New 345 $213K
Coston, McIsaac & Partners 0.06% Reduce -26.1% 346 $213K
Affinity Investment Advisors, LLC 0.16% New 344 $213K
Trust Investment Advisors 0.13% New 344 $213K
MTM Financial Group, LLC 0.11% New 342 $211K
Boyce & Associates Wealth Consulting, Inc. 0.19% New 340 $210K
Roberts Financial Services LLC 0.07% New 340 $210K
One Wealth Advisors, LLC 0.03% New 340 $210K
John W. Brooker & Co., CPAs 0.49% Reduce -96.6% 333 $209K
Flagstone Financial Management 0.06% New 337 $208K
Principia Wealth Advisory, LLC 0.18% No change 337 $208K
Harbour Investment Management LLC 0.09% New 336 $208K
Buska Wealth Management, LLC 0.06% New 336 $208K
Cornerstone Select Advisors, LLC 0.18% New 335 $207K
Private Wealth Management Group, LLC 0.07% Reduce -5.6% 335 $207K
First National Bank & Trust Co. of Newtown 0.04% New 335 $207K
Broadview Financial Management, LLC 0.14% New 334 $207K
Drum Hill Capital, LLC 0.23% New 334 $206K
Alliance Wealth Advisors, LLC 0.05% New 333 $206K
ShoreHaven Wealth Partners, LLC 0.08% New 332 $205K
Lifelong Wealth Advisors, Inc. 0.07% New 332 $205K
PFS Partners, LLC 0.10% Add +0.3% 332 $205K
Bluesphere Advisors LLC 0.10% New 329 $203K
Prudent Investors Network, Inc. 0.05% New 329 $203K
Claris Advisors, LLC / Mo / 0.07% New 328 $203K
Pinion Investment Advisors, LLC 0.07% New 328 $202K
Accredited Wealth Management, LLC 0.16% No change 326 $202K
Oakwell Private Wealth Management, LLC 0.05% New 325 $201K
Brookmont Capital Management 0.12% New 325 $201K
FRG Family Wealth Advisors LLC 0.03% New 325 $201K
Spectrum Financial Alliance Ltd LLC 0.05% New 315 $200K
Discovery Capital Management, LLC / CT 0.02% New 319 $197K
Financial Freedom, LLC 0.10% No change 309 $191K
Avion Wealth 0.04% Add +14.4% 310 $191K
Chelsea Counsel Co. 0.09% No change 305 $189K
WealthTrak Capital Management LLC 0.16% Add +8.6% 302 $187K
China Universal Asset Management Co., Ltd. 0.02% Reduce -30.8% 295 $183K
Eq Wealth Advisors, LLC 0.12% New 291 $180K
Kiker Wealth Management, LLC 0.10% Reduce -69.6% 289 $179K
WFA Asset Management Corp 0.10% No change 325 $177K
Prestige Wealth Management Group LLC 0.04% Add +23.8% 281 $174K
Alpha DNA Investment Management LLC 3.29% No change 280 $173K
Blume Capital Management, Inc. 0.03% Reduce -42.1% 275 $170K
Stephens Consulting, LLC 0.04% Add +1.9% 274 $169K
Mountain Hill Investment Partners Corp. 0.14% Add +31.8% 265 $164K
Westend Capital Management, LLC 0.05% Reduce -9.0% 263 $163K
Conquis Financial LLC 0.15% No change 253 $156K
Clark Wealth Partners 0.10% No change 246 $152K
Goodman Advisory Group, LLC 0.05% No change 233 $144K
Ridgewood Investments LLC 0.06% Reduce -1.3% 232 $143K
Contravisory Investment Management, Inc. 0.03% Add +13.3% 230 $142K
Cedar Wealth Management, LLC 0.05% No change 227 $140K
Tradewinds Capital Management, LLC 0.04% Add +1.4% 225 $139K
Aventus Investment Advisors, Inc. 0.12% — 222 $137K
Smallwood Wealth Investment Management, LLC 0.08% Add +0.9% 221 $137K
Horrell Capital Management, Inc. 0.06% Add +15.8% 220 $136K
FWL Investment Management, LLC 0.04% No change 217 $134K
Financial Network Wealth Advisors LLC 0.16% Reduce -15.0% 216 $133K
Mendota Financial Group, LLC 0.12% No change 211 $130K
Standard Family Office LLC 0.15% No change 210 $130K
Tsai Capital Corp 0.09% Reduce -14.0% 209 $129K
Prudent Man Investment Management, Inc. 0.07% No change 214 $125K
Brown Shipley& Co Ltd 0.07% No change 202 $125K
Team Financial Group, LLC 0.06% New 202 $125K
Wolverine Asset Management LLC 0.01% New 200 $124K
Rosenberg Matthew Hamilton 0.03% No change 195 $120K
IMG Wealth Management, Inc. 0.09% Add +4.9% 193 $119K
Kentucky Trust Co 0.07% No change 192 $119K
Family CFO Inc 0.06% No change 192 $119K
Legacy Investment Solutions, LLC 0.06% — 187 $116K
Legacy Wealth Managment, LLC 0.06% Reduce -13.4% 187 $116K
Robbins Farley 0.05% Add +21.2% 183 $113K
Scarborough Advisors, LLC 0.02% New 183 $113K
Delos Wealth Advisors, LLC 0.09% New 181 $112K
North Ridge Wealth Advisors, Inc. 0.07% Reduce -53.7% 180 $111K
Beutel, Goodman & Co Ltd. 0.00% Reduce -58.1% 180 $111K
Evolution Advisers, Inc. 0.05% No change 179 $110K
Citizens National Bank Trust Department 0.02% No change 178 $110K
Whipplewood Advisors, LLC 0.06% Add +145.8% 177 $109K
Milestone Investment Advisors LLC 0.03% No change 173 $107K
Logan Capital Management Inc. 0.00% Reduce -95.4% 169 $105K
Perkins Coie Trust Co 0.02% No change 169 $104K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.2% 169 $104K
Teachers Insurance & Annuity Association of America 0.13% Reduce -47.7% 168 $104K
Legacies Wealth LLC 0.07% No change 166 $103K
VELA Investment Management, LLC 0.03% Add +10.7% 166 $103K
Fourth Dimension Wealth, LLC 0.04% Reduce -41.4% 163 $101K
First Community Trust NA 0.08% No change 162 $100K
Birchbrook, Inc. 0.05% Add +6.9% 154 $95K
Putney Financial Group LLC 0.09% No change 152 $94K
Vestor Capital, LLC 0.01% Reduce -94.6% 166 $93K
Accordant Advisory Group Inc 0.07% New 150 $93K
Winnacle Wealth LLC 0.07% Reduce -79.3% 150 $93K
Hoey Investments, Inc. 0.01% No change 145 $90K
Exchange Traded Concepts, LLC 0.00% Reduce -98.7% 142 $88K
Morgan Dempsey Capital Management LLC 0.04% Add +1066.7% 140 $87K
First Pacific Financial 0.01% Add +504.4% 139 $86K
Horizon Financial Services, LLC 0.04% Add +570.0% 134 $83K
Clearstead Trust, LLC 0.02% No change 132 $82K
Stuart Chaussee & Associates, Inc. 0.02% No change 130 $80K
Thompson Investment Management, Inc. 0.01% Reduce -20.0% 128 $79K
MilWealth Group LLC 0.02% Reduce -1.6% 120 $74K
Fairway Wealth LLC 0.02% No change 120 $74K
Dynamic Wealth Strategies, LLC 0.05% No change 119 $74K
Bank & Trust Co 0.06% No change 118 $73K
Pinney & Scofield, Inc. 0.05% No change 117 $72K
Minot DeBlois Advisors LLC 0.07% No change 116 $72K
Capco Asset Management, LLC 0.01% Add +413.6% 113 $70K
Arcadia Investment Advisors LLC 0.04% No change 111 $69K
Traub Capital Management LLC 0.06% — 110 $68K
Nalls Sherbakoff Group, LLC 0.05% Reduce -30.5% 105 $65K
Skylands Capital, LLC 0.01% No change 100 $62K
TOWER TRUST & INVESTMENT Co 0.04% No change 100 $62K
New Millennium Group LLC 0.03% Reduce -20.6% 100 $62K
True Wealth Design, LLC 0.02% No change 94 $58K
Nisa Investment Advisors, LLC 0.00% Add +513.3% 92 $57K
New England Capital Financial Advisors LLC 0.03% Add +1.1% 92 $57K
Curat Global, LLC 0.05% No change 85 $53K
Hara Capital LLC 0.03% No change 85 $53K
Game Plan Financial Advisors, LLC 0.02% Add +70.0% 85 $53K
Luminist Capital LLC 0.05% No change 85 $52K
Mb, Levis & Associates, LLC 0.02% No change 83 $51K
Creekmur Asset Management LLC 0.01% Reduce -39.3% 82 $51K
Copia Wealth Management 0.04% Reduce -4.7% 81 $50K
WFA of San Diego, LLC 0.04% — 81 $50K
Riverview Trust Co 0.06% No change 80 $49K
Vermillion & White Wealth Management Group, LLC 0.03% No change 78 $48K
1620 Investment Advisors, Inc. 0.03% Reduce -9.8% 74 $46K
Clarity Asset Management, Inc. 0.03% New 70 $43K
Camelot Portfolios, LLC 0.03% No change 68 $42K
Evergreen Private Wealth LLC 0.02% No change 68 $42K
Legend Financial Advisors, Inc. 0.03% New 64 $40K
Legacy Advisors, LLC 0.63% — 24,517 $40K
Investment Management Corp. /Va/ 0.04% Add +4.9% 64 $39K
Dogwood Wealth Management LLC 0.02% Reduce -41.7% 63 $39K
Sawyer & Company, Inc 0.01% Add +36.8% 52 $39K
MJT & Associates Financial Advisory Group, Inc. 0.05% No change 62 $38K
Sherman Asset Management, Inc. 0.03% No change 60 $37K
CGC Financial Services, LLC 0.01% No change 60 $37K
Orion Capital Management LLC 0.01% No change 58 $36K
Covestor Ltd 0.02% Add +285.7% 54 $34K
PayPay Securities Corp 1.66% Reduce -6.8% 55 $34K
Hartford Financial Management Inc. 0.01% Reduce -52.2% 55 $34K
REAP Financial Group, LLC 0.01% No change 55 $34K
Marshall Wace, LLP 0.00% Reduce -99.3% 53 $33K
Chapman Financial Group, LLC 0.03% — 52 $32K
Pingora Partners LLC 0.02% New 50 $31K
BFI Infinity Ltd. 0.02% New 45 $28K
Eukles Asset Management 0.01% Add +215.4% 41 $25K
Access Investment Management LLC 0.01% — 40 $25K
DB Fitzpatrick & Co, Inc 0.02% No change 39 $24K
Byrne Asset Management LLC 0.02% New 38 $23K
Carderock Capital Management Inc. 0.01% New 36 $22K
Fairscale Capital, LLC 0.02% No change 34 $21K
Advantage Trust Co 0.01% No change 31 $19K
Valued Wealth Advisors LLC 0.01% No change 31 $19K
Cypress Capital Management LLC (WY) 0.02% No change 30 $19K
Holos Integrated Wealth LLC 0.01% No change 24 $15K
Binnacle Investments Inc 0.01% New 23 $14K
Gould Capital, LLC 0.01% No change 20 $12K
Mid-American Wealth Advisory Group, Inc. 0.01% New 20 $12K
DecisionPoint Financial, LLC 0.00% New 18 $11K
Capitol Family Office, Inc. 0.01% No change 17 $11K
Catherine Avery Investment Management LLC 0.01% Reduce -35.3% 11 $7K
GS Investments, Inc. 0.00% Add +25.0% 10 $6K
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% No change 3 $2K
Kessler Investment Group, LLC 0.00% No change 3 $2K
Equitec Proprietary Markets, LLC 0.01% Reduce -100.0% 2 $1K
Wells Financial Advisors INC 0.00% No change 1 $618
Bayforest Capital Ltd 0.00% Reduce -99.5% 1 $618
SPX Gestao de Recursos Ltda 0.00% New 1 $618
ARK Investment Management 0.00% Reduce -50.0% 1 $556
Transamerica Financial Advisors, LLC 0.00% No change 1 $32

"% 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.