SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q3 2025 (September 30)
4,259holders +20
140new positions
98sold out
14famous investors
$662.60avg. 13F price*

At the end of Q3 2025, 4,259 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, up 20 from Q2 2025. 140 opened new positions and 98 sold out. The largest holders were JPMorgan Chase & Co. ($33.1B), Morgan Stanley ($27.1B) and Goldman Sachs Group Inc. ($24.1B). 14 famous investors held it, including Joel Greenblatt (16.3% of Gotham Asset Management's portfolio), Ray Dalio (6.7% of Bridgewater Associates's portfolio) and Paul Tudor Jones (6.5% of Tudor Investment Corporation's portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
SPDR S&P 500 ETF TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions140$4.7B
Exits98$5.6B

All 13F filers, Q2 2025 → Q3 2025: 36,709,799 shares bought and 82,491,355 shares sold, net −45,781,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,259 holders

JPMorgan Chase & Co. 2.11% Reduce -0.5% 49,652,522 $33.1B
Morgan Stanley 1.64% Add +10.0% 40,654,532 $27.1B
Goldman Sachs Group Inc. 3.49% Reduce -1.8% 36,186,172 $24.1B
Bank of America Corp. 1.55% Add +0.6% 31,045,178 $20.7B
Northern Trust Corp. 1.18% Reduce -0.9% 13,834,088 $9.2B
Susquehanna International Group, LLP 12.76% Reduce -11.9% 13,087,684 $8.7B
Royal Bank of Canada 1.25% Add +11.4% 10,574,527 $7.0B
Wells Fargo & Company 1.41% Reduce -48.6% 10,307,385 $6.9B
LPL Financial LLC 1.93% Add +3.2% 9,941,748 $6.6B
UBS Group AG 1.17% Reduce -12.2% 8,989,578 $6.0B
HRT Financial LP 20.64% Reduce -4.6% 8,424,644 $5.6B
Bank of Montreal 1.87% Reduce -14.9% 6,585,886 $4.4B
Northwestern Mutual Wealth Management Co. 2.63% Add +2.2% 5,913,366 $3.9B
Gotham Asset Management 16.29% Add +29.0% 5,618,281 $3.7B
Barclays PLC 1.40% Reduce -31.5% 5,607,687 $3.7B
Raymond James Financial Inc. 0.99% Reduce -0.8% 4,621,261 $3.1B
US Bancorp \de 3.40% Reduce -2.4% 4,307,539 $2.9B
PNC Financial Services Group, Inc. 1.64% Reduce -0.9% 4,049,400 $2.7B
FMR LLC 0.14% Add +0.5% 3,973,641 $2.6B
Healthcare of Ontario Pension Plan Trust Fund 4.75% Reduce -33.7% 3,828,047 $2.6B
Cresset Asset Management, LLC 10.04% Add +2.0% 3,414,835 $2.3B
Citigroup Inc. 1.58% Add +24.3% 3,421,367 $2.3B
Lido Advisors, LLC 9.22% Add +9.9% 3,330,890 $2.2B
D. E. Shaw & Co. 1.92% Reduce -44.1% 3,326,503 $2.2B
Optiver Holding B.V. 35.28% New 3,260,678 $2.2B
Truist Financial Corp. 2.88% Reduce -0.9% 3,189,091 $2.1B
Ameriprise Financial Inc. 0.49% Add +1.1% 3,164,112 $2.1B
Mackenzie Financial Corp. 2.49% Reduce -3.9% 3,088,911 $2.1B
Capula Management Ltd 15.16% Reduce -4.1% 3,053,114 $2.0B
Creative Planning 1.52% Add +1.8% 2,984,649 $2.0B
Banco Bilbao Vizcaya Argentaria, S.A. 14.72% Add +65.4% 2,900,388 $1.9B
Bank of New York Mellon Corp 0.33% Reduce -1.6% 2,750,137 $1.8B
TD Asset Management Inc 1.45% Reduce -49.9% 2,676,343 $1.8B
Rockefeller Capital Management L.P. 3.46% Add +0.6% 2,654,651 $1.8B
Envestnet Asset Management Inc. 0.50% Reduce -2.4% 2,617,890 $1.7B
National Mutual Insurance Federation of Agricultural Cooperatives 13.23% No change 2,617,832 $1.7B
Bridgewater Associates 6.69% Reduce -1.7% 2,565,088 $1.7B
Alberta Investment Management Corp 12.95% Reduce -2.9% 2,408,030 $1.6B
Canada Pension Plan Investment Board 1.05% No change 2,237,000 $1.5B
Pathstone Holdings, LLC 5.63% Reduce -6.2% 2,212,875 $1.5B
Focus Partners Wealth 2.28% Add +120.1% 2,462,854 $1.4B
BNP Paribas Financial Markets 1.10% Add +60.0% 2,088,082 $1.4B
HighTower Advisors, LLC 1.53% Add +2.5% 2,022,179 $1.3B
Cerity Partners LLC 2.15% Reduce -0.8% 2,186,767 $1.3B
Schonfeld Strategic Advisors LLC 9.10% Add +25.2% 1,955,648 $1.3B
Commonwealth Equity Services, LLC 1.58% Reduce -4.9% 1,835,700 $1.2B
Cetera Investment Advisers 1.36% Add +32.6% 1,762,445 $1.2B
Jane Street Group, LLC 1.38% Add +82.4% 1,756,728 $1.2B
State Street Corp. 0.04% Add +34.5% 1,744,321 $1.2B
BlackRock, Inc. 0.02% Reduce -3.2% 1,710,701 $1.1B
Sanders Capital, LLC 1.40% Add +205.5% 1,703,900 $1.1B
Stifel Financial Corp. 1.01% Reduce -0.3% 1,653,434 $1.1B
Millennium Management 0.85% Add +21.6% 1,549,399 $1.0B
Corient Private Wealth LP 1.57% Add +8.9% 1,502,439 $998.4M
Tudor Investment Corporation 6.50% Reduce -26.9% 1,453,780 $968.5M
Mariner, LLC 1.23% Add +3.1% 1,427,929 $951.1M
Bank Julius Baer & Co. Ltd, Zurich 2.65% Add +5.0% 1,412,397 $940.9M
Macquarie Group Ltd. 1.09% Add +35.2% 1,393,025 $928.0M
Osaic Holdings, Inc. 1.26% Add +9.9% 1,368,926 $897.7M
CTC LLC 36.48% Add +221.5% 1,343,852 $895.2M
Meitav Investment House Ltd. 11.64% Add +0.3% 1,324,482 $880.8M
Bank of Nova Scotia 1.56% Reduce -3.5% 1,315,026 $876.0M
Clal Insurance Enterprises Holdings Ltd 6.65% Add +80.6% 1,306,778 $871.6M
Analyst IMS Investment Management Services Ltd. 26.14% Reduce -2.5% 1,261,992 $840.7M
Norinchukin Bank, The 11.02% No change 1,233,000 $821.4M
State of Michigan Retirement System 3.94% Add +1.4% 1,231,740 $820.6M
Manufacturers Life Insurance Company, The 0.68% Add +19525.4% 1,226,978 $817.4M
Trust Asset Management LLC 55.49% No change 1,211,945 $807.4M
Man Group plc 1.59% Reduce -36.2% 1,211,639 $807.2M
Swan Global Investments, LLC 35.67% Add +1.5% 1,210,917 $806.7M
Citadel Advisors 0.65% Add +84.0% 1,193,614 $795.2M
Mastercard Foundation Asset Management Corp. 1.81% New 1,179,487 $785.8M
Natixis 4.18% Reduce -28.6% 1,154,384 $769.0M
Cohen Klingenstein LLC 23.73% Reduce -1.5% 1,137,063 $757.5M
Jefferies Financial Group Inc. 6.88% Reduce -17.4% 1,089,539 $725.8M
Ieq Capital, LLC 2.20% Add +51.9% 1,089,132 $725.6M
Hirtle & Co., LLC 27.31% Reduce -2.0% 1,036,525 $690.5M
Pure Financial Advisors, LLC 10.98% Add +5.9% 1,034,703 $689.3M
Arrowstreet Capital, Limited Partnership 0.43% Add +719.4% 1,032,966 $688.1M
Alliancebernstein L.P. 0.22% Add +0.6% 1,031,740 $687.3M
Two Sigma Investments, LP 1.10% Reduce -11.8% 1,021,373 $680.4M
BBR Partners, LLC 39.09% Add +0.7% 1,017,647 $677.9M
Texas Treasury Safekeeping Trust Co. 95.17% Add +6.5% 1,002,174 $667.6M
Freedom Together Foundation 76.11% No change 998,000 $664.8M
Trustees of Columbia University in the City of New York 99.69% Reduce -11.9% 980,596 $653.3M
Akuna Securities LLC 91.60% Add +36.6% 957,086 $637.6M
Valeo Financial Advisors, LLC 14.29% Reduce -5.6% 940,666 $626.7M
Wolverine Trading, LLC 12.25% Reduce -35.0% 915,710 $607.7M
Sumitomo Mitsui Financial Group, Inc. 10.36% Reduce -22.3% 886,372 $590.5M
RedJay Asset Management Inc. 91.78% Add +104.6% 880,681 $586.7M
Blair William & Co. 1.52% Reduce -0.0% 859,344 $572.5M
Common Fund for Nonprofit Organizations 48.31% Reduce -15.2% 843,755 $562.1M
Franklin Resources Inc. 0.14% Reduce -1.9% 831,754 $554.1M
Pine Ridge Advisers LLC 37.60% Reduce -0.6% 823,458 $548.6M
Jones Financial Companies LLLP 0.37% Add +5.3% 814,667 $540.6M
MAI Capital Management 3.34% Add +2.6% 801,664 $534.1M
NorthCoast Asset Management LLC 2.06% Add +5.5% 792,599 $528.2M
Prudential Financial Inc. 0.62% Reduce -0.3% 786,695 $524.1M
Glenmede Investment Management, LP 2.48% Reduce -6.8% 772,361 $514.5M
Brown Advisory Inc. 0.65% Add +17.5% 749,406 $499.2M
Captrust Financial Advisors 1.01% Reduce -2.9% 744,273 $495.8M
Members Trust Co 16.20% Reduce -0.7% 739,447 $492.6M
Journey Strategic Wealth LLC 13.79% Add +0.1% 733,932 $488.9M
Concentric Capital Strategies, LP 23.32% Add +10.7% 732,854 $488.2M
Circle Wealth Management, LLC 9.40% Add +1.0% 724,679 $482.8M
SCS Capital Management LLC 5.12% Reduce -2.6% 704,458 $469.8M
MML Investors Services, LLC 1.25% Add +2.0% 703,363 $468.6M
Apexium Financial, LP 22.52% Add +0.6% 694,962 $463.0M
Greenfield FTC, Inc. 89.69% No change 682,552 $454.7M
Wealth Enhancement Advisory Services, LLC 0.68% Add +1.1% 677,661 $448.4M
Cambridge Investment Research Advisors, Inc. 1.21% Reduce -2.7% 661,870 $440.9M
Aequim Alternative Investments LP 72.44% New 650,000 $433.0M
Janney Montgomery Scott LLC 1.02% Reduce -0.3% 645,174 $429.8M
Tower Research Capital LLC (TRC) 11.74% Add +162.9% 638,532 $425.4M
Sun Life Financial Inc. 21.54% Add +0.3% 634,059 $422.4M
Baird Financial Group, Inc. 0.66% Reduce -0.3% 619,655 $412.8M
AMG National Trust Bank 9.69% Reduce -0.8% 596,691 $397.5M
Private Advisor Group, LLC 1.92% Reduce -3.2% 586,040 $390.4M
CANADA LIFE ASSURANCE Co 0.55% Add +0.0% 579,763 $384.8M
AQR Capital Management 0.25% Add +43.9% 574,133 $382.5M
Davis R M Inc. 6.51% Add +0.6% 559,285 $372.6M
Soundwatch Capital LLC 59.15% Reduce -95.4% 553,662 $368.8M
Amundi 0.12% Reduce -0.3% 548,468 $368.4M
M&T Bank Corp 1.23% Reduce -1.9% 547,809 $364.9M
Cibc World Market Inc. 0.76% Reduce -10.9% 547,724 $364.9M
Daido Life Insurance Co. 52.17% No change 544,324 $362.6M
AlTi Global, Inc. 8.44% Add +0.1% 538,787 $359.7M
NewEdge Advisors, LLC 1.61% Add +6.4% 633,401 $354.2M
Toronto Dominion Bank 0.67% Add +474.9% 515,306 $343.3M
BIP Wealth, LLC 16.87% Reduce -3.0% 512,631 $341.5M
Passaic Partners LLC 40.90% Reduce -13.2% 509,973 $339.7M
Hackensack Meridian Health, Inc. 34.60% No change 505,500 $336.8M
HSBC Holdings PLC 0.19% Reduce -3.5% 493,474 $327.2M
Mercer Global Advisors Inc. 0.54% New 489,536 $320.6M
Fifth Third Bancorp 1.02% Reduce -1.9% 478,063 $318.5M
Easterly Investment Partners LLC 21.52% Add +28.2% 477,594 $318.2M
Millburn Ridgefield LLC 7.44% Reduce -7.2% 467,964 $311.7M
Catalyst Capital Advisors LLC 6.29% Reduce -7.3% 467,964 $311.7M
Kestra Advisory Services, LLC 1.41% Add +1.8% 461,854 $307.7M
Synovus Financial Corp. 3.43% Add +2.9% 449,982 $299.8M
Itau Unibanco Holding S.A. 10.18% Reduce -12.4% 448,878 $299.0M
Wealthspire Advisors, LLC 1.54% Add +1.8% 441,443 $294.1M
HB Wealth Management, LLC 2.00% Add +9.2% 441,308 $294.0M
Allstate Corp. 6.60% Add +439.0% 434,393 $289.4M
Comerica Bank 1.09% Reduce -10.4% 433,918 $289.1M
Alaska Permanent Capital Management, LLC 20.80% Reduce -8.9% 424,424 $282.8M
Eisler Capital Management Ltd. 6.33% Add +320.0% 425,308 $282.4M
Verition Fund Management LLC 1.68% Add +27.5% 422,569 $281.5M
Whittier Trust Co. 3.19% Reduce -1.4% 418,819 $280.3M
Foster Dykema Cabot & Partners, LLC 18.36% Add +0.2% 418,982 $279.9M
III Capital Management 71.39% Add +26.3% 415,800 $277.0M
Thrivent Financial for Lutherans 0.56% Reduce -30.5% 413,151 $275.2M
Connable Office Inc. 24.84% Add +2.2% 402,051 $267.8M
Pentwater Capital Management LP 2.39% Add +73.9% 400,000 $266.5M
Mutual Advisors, LLC 5.75% Reduce -4.2% 388,301 $260.8M
Hudson Bay Capital Management LP 1.81% Add +194.3% 387,000 $257.8M
JANA Partners Management, LP 12.47% Reduce -24.6% 386,637 $257.6M
Mirae Asset Securities (usa) Inc. 11.17% Reduce -9.3% 382,282 $254.7M
Shulman DeMeo Asset Management LLC 58.39% Reduce -0.2% 381,221 $254.0M
Envestnet Portfolio Solutions, Inc. 0.93% Add +29.5% 378,456 $252.1M
National Bank of Canada 0.28% Reduce -39.3% 373,774 $249.0M
Jacobi Capital Management LLC 15.07% Add +5.2% 371,465 $247.5M
TD Waterhouse Canada Inc. 1.61% Add +4.1% 368,983 $246.8M
Deutsche Bank AG 0.08% Reduce -29.7% 367,292 $244.7M
Sanctuary Advisors, LLC 1.37% Add +10.1% 360,008 $239.8M
Brookstone Capital Management 2.83% Add +0.6% 355,918 $237.1M
Cwm, LLC 0.71% Add +17.0% 353,546 $235.5M
Quantinno Capital Management LP 0.64% Add +29.3% 352,459 $234.8M
Sand Hill Global Advisors, LLC 8.18% Reduce -4.3% 348,756 $232.3M
Berkshire Money Management, Inc. 23.40% Reduce -0.9% 341,214 $227.3M
Dow Chemical Co. 86.78% No change 340,662 $226.9M
Old Mission Capital LLC 8.03% Reduce -25.5% 337,633 $224.9M
Stratos Wealth Partners, LTD. 2.65% Reduce -1.7% 334,850 $223.1M
PPSC Investment Service Corp 17.69% Add +1.4% 334,818 $223.0M
Trustees of Dartmouth College 57.18% Reduce -10.4% 334,200 $222.6M
TD Private Client Wealth LLC 4.84% Reduce -6.5% 322,250 $214.7M
BOCHK Asset Management Ltd 56.56% Reduce -7.6% 322,000 $214.5M
Credit Agricole S A 0.70% — 315,744 $210.3M
Steward Partners Investment Advisory, LLC 1.20% Add +7.3% 313,636 $208.9M
Juniper Hill Capital Management LP 49.36% Reduce -4.7% 313,185 $208.6M
Old National Bancorp 3.56% Reduce -0.3% 312,812 $208.4M
NorthRock Partners, LLC 3.67% Reduce -4.9% 304,545 $202.9M
Fifth Third Wealth Advisors LLC 7.41% Add +0.8% 301,873 $201.1M
Benjamin Joseph Floyd Dba Floyd Capital Management 100.00% Add +33.4% 301,716 $201.0M
Miller Investment Management, LP 20.06% Reduce -4.9% 299,673 $199.6M
Peavine Capital, LLC 41.16% Reduce -3.3% 299,246 $199.4M
Keybank National Association 0.69% Reduce -2.6% 296,446 $197.5M
ING Groep NV 1.07% No change 296,138 $197.3M
CV Advisors LLC 54.60% Add +1.9% 295,858 $197.1M
Granger Management LLC 56.06% Reduce -12.2% 287,540 $192.1M
Alaska Wealth Advisors, LLC 24.77% Reduce -4.6% 284,245 $189.4M
Robertson Stephens Wealth Management, LLC 5.67% Add +206.1% 281,717 $187.8M
Sageworth Trust Co 8.62% Add +0.2% 277,775 $185.0M
Calamos Advisors LLC 1.09% Add +38.4% 277,016 $184.5M
Equitable Holdings, Inc. 1.36% Add +3.5% 276,747 $184.4M
Pacific Capital Wealth Advisors, Inc. 31.85% Reduce -4.7% 276,325 $184.1M
Belvedere Trading LLC 14.68% Add +160.3% 274,357 $182.8M
Simon Quick Advisors, LLC 8.22% Add +2.4% 272,917 $181.8M
Petrus Trust Company, LTA 19.91% Add +25.5% 272,819 $181.7M
Tiaa Trust, National Association 0.44% Reduce -5.6% 271,872 $181.1M
Hollencrest Capital Management 6.51% Reduce -0.4% 270,060 $179.9M
FineMark National Bank & Trust 5.86% Reduce -2.2% 269,303 $179.4M
Howard Capital Management, LLC 2.37% Reduce -0.1% 269,026 $179.2M
Diversify Advisory Services, LLC 5.96% Add +3.5% 259,598 $177.4M
State of Wyoming 20.07% Reduce -2.2% 264,330 $176.1M
JMG Financial Group, Ltd. 4.96% Reduce -2.0% 261,255 $174.0M
Taiyo Life Insurance Co. 15.24% No change 261,000 $173.9M
Evolution Wealth Advisors, LLC 23.33% Add +1.1% 260,805 $173.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11.61% Reduce -7.0% 258,348 $172.1M
Commerce Bank 0.94% Add +1.2% 254,060 $169.2M
Pinnacle Financial Partners Inc 4.03% Reduce -21.3% 252,836 $168.4M
Brown Brothers Harriman & Co. 1.02% Add +0.3% 252,055 $167.9M
University of Illinois Foundation 59.08% Reduce -15.5% 250,478 $167.3M
Teramo Advisors, LLC 60.01% Reduce -20.6% 250,000 $166.5M
Mizuho Securities USA LLC 3.36% Reduce -34.1% 251,169 $165.9M
Scotia Capital Inc. 0.70% Add +0.1% 248,468 $165.5M
Citizens Financial Group Inc. 2.26% Reduce -2.9% 247,602 $164.9M
Conservest Capital Advisors, Inc. 15.20% Add +0.5% 246,540 $164.2M
Bessemer Group Inc. 0.25% Reduce -1.2% 244,111 $162.6M
Banco Santander, S.A. 1.44% Reduce -6.5% 243,745 $162.4M
Main Management LLC 11.89% Add +0.3% 243,581 $162.3M
Blue Bell Private Wealth Management, LLC 24.28% Add +0.1% 239,721 $159.7M
Wealthfront Advisers LLC 0.37% Add +5.7% 239,714 $159.7M
Howard Hughes Medical Institute 92.87% Reduce -38.7% 237,885 $158.5M
Whittier Trust Co. of Nevada Inc. 3.36% Reduce -1.5% 235,584 $157.7M
Greenwich Wealth Management LLC 7.84% Add +8.3% 235,832 $157.1M
Spider Management Company, LLC 70.42% Reduce -28.9% 232,648 $155.0M
Vontobel Holding Ltd. 0.48% Reduce -4.2% 229,505 $152.9M
Ballentine Partners, LLC 2.11% Reduce -0.1% 228,100 $152.0M
BTG Pactual Asset Management US LLC 17.99% Add +7.3% 227,300 $151.4M
Integrated Wealth Concepts LLC 1.35% Add +4.9% 227,255 $151.4M
CIBC Private Wealth Group LLC 0.26% Reduce -1.3% 227,011 $151.2M
Little Harbor Advisors, LLC 74.99% Add +12.3% 225,289 $150.1M
Capstone Investment Advisors, LLC 1.60% Add +187.9% 224,202 $149.4M
Peapack Gladstone Financial Corp. 1.92% Add +9.8% 221,068 $147.3M
Gould Asset Management LLC 27.18% Reduce -3.9% 219,710 $146.4M
Mirae Asset Global Investments Co., Ltd. 0.46% Reduce -29.8% 219,427 $146.2M
Silicon Valley Capital Partners 13.74% Reduce -0.1% 218,767 $145.7M
Alesco Advisors, LLC, An ESL Co 3.94% Reduce -1.0% 218,225 $145.4M
Neuberger Berman Group LLC 0.11% Add +0.3% 217,412 $144.8M
Hills Bank & Trust Co 8.46% Reduce -0.9% 215,873 $143.8M
Benin Management CORP 33.75% Add +4.5% 214,077 $142.6M
Beacon Pointe Advisors, LLC 1.20% Add +29.1% 212,701 $141.7M
MBL Wealth, LLC 12.36% Reduce -0.3% 212,212 $141.4M
Saudi Central Bank 5.33% No change 210,000 $140.3M
Concurrent Investment Advisors, LLC 2.40% Add +2.7% 209,002 $139.2M
Welch Capital Partners LLC 28.56% Reduce -0.0% 208,164 $138.7M
WASHINGTON TRUST Co 4.52% Add +0.6% 206,898 $137.8M
Bailard, Inc. 2.97% Reduce -0.8% 205,032 $136.6M
NewEdge Wealth, LLC 1.94% Add +7.7% 199,452 $135.1M
Jordan Park Group LLC 7.66% Reduce -4.8% 201,465 $134.2M
Beacon Capital Management, LLC 19.04% Reduce -9.9% 201,094 $134.0M
Pinnacle Associates Ltd. 1.76% Reduce -0.2% 198,984 $132.6M
Bank of Hawaii 6.62% Reduce -2.4% 198,928 $132.5M
Ensign Peak Advisors, Inc 0.22% Reduce -31.9% 197,430 $131.5M
Eastern Bank 2.30% Reduce -2.6% 193,989 $129.2M
Stephens Inc. 1.64% Reduce -1.7% 192,346 $128.3M
Allworth Financial LP 0.56% Reduce -0.7% 190,331 $126.8M
Ritholtz Wealth Management 2.46% Add +1.8% 189,909 $126.5M
Metropolitan Life Insurance Co 37.06% Reduce -4.2% 189,874 $126.5M
Pacific Wealth Management 62.86% Add +6.2% 187,397 $124.8M
Diversified Trust Co. 2.49% Reduce -0.9% 187,197 $124.7M
DT Investment Partners, LLC 10.52% Reduce -31.0% 186,654 $124.3M
Guggenheim Capital LLC 0.92% Add +67.2% 186,563 $124.3M
Cullen/Frost Bankers, Inc. 1.43% Reduce -5.4% 185,015 $123.3M
Park Avenue Securities LLC 0.96% Add +5.5% 184,554 $122.9M
1ST Source Bank 6.35% Reduce -1.7% 180,881 $120.5M
GenTrust, LLC 5.47% Reduce -2.6% 180,267 $120.4M
AIA Group Ltd 2.12% Add +11.3% 179,776 $119.8M
VestGen Advisors, LLC 3.97% Add +16.2% 178,794 $119.1M
Montag A & Associates Inc. 5.44% Add +0.9% 176,468 $117.9M
Csenge Advisory Group 5.60% Reduce -11.0% 176,134 $117.3M
Dimension Capital Management LLC 17.02% Add +1.6% 175,645 $117.0M
Bradley Foster & Sargent Inc. 1.71% Add +1.8% 174,152 $116.0M
Wealthcare Advisory Partners LLC 2.41% Reduce -0.2% 173,679 $115.7M
TLWM 20.74% Add +0.3% 173,214 $115.4M
Advisory Services Network, LLC 1.69% Add +1.8% 173,122 $115.3M
Engineers Gate Manager LP 1.32% Add +320.4% 173,018 $115.3M
Naman Capital Ltda 32.34% Add +22.0% 172,944 $115.2M
SG Americas Securities, LLC 0.43% Add +545.8% 171,762 $114.4M
Moneta Group Investment Advisors LLC 0.91% Add +7.3% 171,487 $114.2M
Trans-Canada Capital Inc. 6.93% Reduce -0.0% 170,579 $113.9M
CSM Advisors, LLC 3.17% Reduce -0.2% 170,292 $113.4M
Savant Capital, LLC 0.68% Add +3.7% 168,567 $112.3M
Bleakley Financial Group, LLC 2.58% Reduce -2.2% 167,115 $111.3M
Manchester Capital Management LLC 14.90% Reduce -8.0% 164,720 $109.7M
Keystone Financial Group 8.40% Add +36.2% 163,685 $109.6M
National Philanthropic Trust 1.22% Reduce -2.3% 163,677 $109.0M
Spear Holdings RSC Ltd 6.12% New 163,500 $108.9M
Allen Investment Management, LLC 1.21% Add +8.7% 162,890 $108.5M
Stadion Money Management, LLC 8.65% Reduce -5.6% 162,549 $108.3M
Foundations Investment Advisors, LLC 1.57% Reduce -44.3% 162,506 $108.3M
Marest Capital, LLC 65.71% Add +0.9% 162,279 $108.1M
Southern Farm Bureau Life Insurance 12.72% No change 161,923 $107.9M
Moment Partners, LLC 19.05% Reduce -0.8% 161,673 $107.7M
Prime Capital Investment Advisors, LLC 1.35% Reduce -13.1% 161,471 $107.6M
Glenview Trust Co 1.68% Add +0.5% 158,968 $105.9M
Strategic Point Investment Advisors, LLC 15.10% Reduce -0.5% 157,871 $105.2M
Evoke Wealth, LLC 2.15% Add +24.8% 154,414 $103.1M
Valiant Capital Management, L.P. 9.53% Reduce -7.3% 154,502 $102.9M
Gainplan LLC 43.60% Reduce -3.7% 154,426 $102.9M
Simplex Trading, LLC 2.27% Add +54.1% 154,283 $102.8M
CVS HEALTH Corp 99.64% Reduce -50.0% 153,891 $102.5M
Select Asset Management & Trust 31.15% Add +6.1% 151,842 $101.2M
Brandywine Trust Co. 15.35% Add +3.1% 151,476 $100.9M
Sequoia Financial Advisors, LLC 0.61% Reduce -0.5% 151,309 $100.8M
Activest Wealth Management 20.37% Add +4.9% 151,015 $100.6M
Banque Pictet & Cie SA 1.00% Add +5.8% 149,501 $99.6M
Ramsey Quantitative Systems 94.56% Reduce -2.2% 149,428 $99.5M
Howard Capital Management Group, LLC 6.26% Reduce -1.4% 148,449 $98.9M
Serenus Wealth Advisors, LLC 16.86% Add +1.6% 148,134 $98.7M
Waverly Advisors, LLC 0.97% Reduce -2.0% 146,654 $97.7M
RBF Capital, LLC 4.48% No change 146,300 $97.5M
Summit Financial, LLC 1.48% Add +1.4% 145,005 $96.6M
Wellington Management Group LLP 0.02% Reduce -54.1% 144,894 $96.5M
MCF Advisors LLC 5.88% Reduce -1.2% 143,693 $95.9M
AE Wealth Management LLC 0.61% Add +5.2% 142,948 $95.2M
Sentinel Pension Advisors, LLC 15.22% Reduce -0.3% 142,884 $95.2M
New York Life Insurance Co. 23.39% No change 142,522 $94.9M
CI Investments Inc. 0.35% New 142,520 $94.9M
Jabodon PT Co. 100.00% Add +0.3% 142,368 $94.8M
Urban Financial Advisory Corp 44.10% Add +0.4% 142,098 $94.7M
Freestone Capital Holdings, LLC 2.89% Reduce -1.6% 141,577 $94.3M
Webster Bank, N. A. 9.07% Reduce -5.7% 141,469 $94.2M
Atticus Wealth Management, LLC 23.70% Reduce -5.1% 140,927 $93.9M
Tucker Asset Management LLC 28.27% Add +0.1% 140,798 $93.8M
V2 Financial group LLC 51.26% Reduce -0.5% 138,919 $92.5M
Mufg Bank, LTD. 2.98% Reduce -36.4% 138,700 $92.4M
Rwa Wealth Partners, LLC 1.05% Reduce -0.1% 138,593 $92.3M
SummitTX Capital, L.P. 3.83% New 138,363 $92.2M
Cornerstone Wealth Group, LLC 6.22% Add +4.8% 138,230 $92.1M
Financiere des Professionnels - Fonds d'investissement inc. 5.30% No change 137,798 $91.8M
CIBC Asset Management Inc 0.26% Reduce -43.9% 136,713 $91.1M
Total Investment Management Inc. 11.84% Reduce -2.4% 136,686 $91.1M
Mesirow Financial Investment Management, Inc. 1.61% Reduce -1.6% 134,967 $89.9M
Harel Insurance Investments & Financial Services Ltd. 0.81% Add +15.5% 134,395 $89.7M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 13.08% No change 134,556 $89.6M
Pine Valley Investments Ltd Liability Co 4.64% Add +3.3% 133,398 $89.1M
St. Louis Trust Co 11.08% Reduce -3.0% 133,449 $88.9M
Geneos Wealth Management Inc. 2.25% Reduce -1.6% 133,082 $88.7M
Schusterman Interests, LLC 20.17% Add +90.6% 132,517 $88.3M
Clearstead Advisors, LLC 1.28% Reduce -1.8% 131,624 $87.7M
Bokf, NA 1.32% Reduce -0.2% 131,595 $87.7M
Busey Bank 2.42% Add +0.8% 130,495 $86.9M
Johnson Investment Counsel Inc. 0.73% Reduce -0.2% 130,482 $86.9M
Fiera Capital Corp 0.28% Add +8.2% 129,270 $86.1M
MetLife Investment Management, LLC 0.41% Reduce -21.6% 129,100 $86.0M
J.W. Cole Advisors, Inc. 1.65% Add +1.0% 129,044 $86.0M
Berkeley Capital Partners, LLC 20.35% Add +1.7% 129,010 $85.9M
Moore Capital Management, LP 1.75% Add +21.2% 128,901 $85.9M
Independence Bank of Kentucky 10.82% Reduce -1.0% 126,388 $84.2M
Aristotle Capital Management, LLC 0.16% Reduce -10.6% 125,811 $83.8M
Portland Global Advisors LLC 9.35% Reduce -0.9% 125,662 $83.7M
Consolidated Investment Group LLC 10.25% No change 125,215 $83.4M
Lowe Wealth Advisors, LLC 30.43% Reduce -1.7% 125,140 $83.4M
Mill Creek Capital Advisors, LLC 1.71% Add +3.0% 124,709 $83.1M
Midwest Trust Co 1.08% Add +1.3% 124,541 $83.0M
TCW Group Inc. 0.69% Add +0.2% 124,247 $82.8M
Choreo, LLC 1.07% Reduce -0.8% 355,025 $82.5M
First Western Trust Bank 3.78% Reduce -1.5% 123,687 $82.4M
Insigneo Advisory Services, LLC 5.75% Add +51.9% 122,836 $81.8M
Venture Visionary Partners LLC 2.80% Add +3.9% 121,945 $81.2M
Atlantic Union Bankshares Corp 1.51% Reduce -1.5% 120,514 $80.3M
Capital Advisors, Ltd. LLC 9.01% Add +0.4% 119,804 $79.8M
Novare Capital Management LLC 6.07% Add +18.8% 119,518 $79.6M
Integrated Advisors Network LLC 3.34% Reduce -2.2% 119,406 $79.5M
Orion Porfolio Solutions, LLC 0.61% Add +2.2% 118,900 $79.2M
SteelPeak Wealth, LLC 2.65% Add +21.7% 118,235 $78.8M
Klingman & Associates, LLC 3.96% Reduce -0.3% 117,901 $78.5M
Allianz Asset Management GmbH 0.10% Reduce -91.4% 117,302 $78.1M
Lavaca Capital LLC 14.14% Add +7.7% 117,257 $78.1M
Atria Investments, Inc 0.89% Reduce -0.7% 116,992 $77.9M
Curi Capital, LLC 1.43% Reduce -26.2% 116,586 $77.9M
IFG Advisors, LLC 12.63% Add +0.4% 116,160 $77.4M
Evercore Wealth Management, LLC 1.13% Add +0.3% 115,895 $77.2M
Stratos Wealth Advisors, LLC 3.71% Reduce -5.3% 115,586 $77.0M
Haverford Trust Co 0.69% Reduce -0.5% 115,539 $77.0M
Lepercq De Neuflize Asset Management LLC 44.30% No change 115,245 $76.8M
Headland Capital, LLC 21.54% Add +2.8% 115,198 $76.7M
Allianz SE 1.63% Add +17.6% 115,137 $76.7M
Barings LLC 1.50% Add +28.4% 114,785 $76.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.07% New 114,082 $76.0M
MSA Advisors, LLC 18.98% Reduce -5.1% 114,009 $76.0M
Senator Investment Group LP 2.81% Add +9.6% 114,000 $75.9M
Joel Isaacson & Co., LLC 2.73% Reduce -0.5% 113,594 $75.7M
Oppenheimer & Co. Inc. 0.92% Reduce -9.6% 113,559 $75.7M
Edmond DE Rothschild Holding S.A. 1.17% Reduce -0.3% 113,387 $75.5M
Kestra Private Wealth Services, LLC 0.99% Add +2.8% 113,252 $75.4M
Beacon Capital Management, Inc. 3.58% Add +17.0% 112,400 $74.9M
NTV Asset Management LLC 8.08% Reduce -1.9% 111,203 $74.1M
Eos Management, L.P. 29.29% No change 110,736 $73.8M
Kentucky Farm Bureau Mutual Insurance Co 17.88% No change 109,000 $72.6M
Performa Ltd (US), LLC 19.17% Add +0.1% 108,496 $72.3M
Kirkwood Financial Services 26.58% — 107,747 $71.8M
U.S. Capital Wealth Advisors, LLC 1.93% Reduce -2.1% 107,584 $71.7M
First Horizon Corp. 3.37% — 107,450 $71.6M
Bawa N Mallick Trust 27.07% No change 107,400 $71.5M
&partners 0.46% Add +41.5% 106,632 $71.0M
Azarias Capital Management, L.P. 28.09% No change 106,461 $70.9M
Sumitomo Mitsui Trust Group, Inc. 0.04% New 106,000 $70.6M
Independent Financial Group, LLC 1.69% Add +2.7% 105,715 $70.4M
Natixis Advisors, LLC 0.10% Add +3.1% 104,790 $69.8M
West Financial Advisors, LLC 11.51% Reduce -1.4% 104,554 $69.7M
FIL Ltd 0.05% Reduce -30.2% 104,094 $69.3M
OMERS ADMINISTRATION Corp 0.50% No change 103,835 $69.2M
Dynasty Wealth Management, LLC 0.92% Reduce -4.1% 103,740 $69.1M
Prospera Financial Services Inc 1.17% Reduce -8.5% 103,308 $68.9M
Conning Inc. 2.41% Reduce -34.0% 103,327 $68.8M
D.A. Davidson & Co. 0.44% Reduce -1.9% 102,208 $68.1M
Shepherd Financial Partners LLC 6.48% Reduce -0.3% 102,156 $68.1M
Crewe Advisors LLC 6.47% Add +5.9% 101,813 $67.8M
Westshore Wealth, LLC 23.07% Reduce -3.5% 101,350 $67.5M
Socha Financial Group, LLC 28.47% Reduce -1.9% 101,183 $67.4M
Fort Point Capital Partners LLC 8.55% Reduce -47.8% 100,772 $67.3M
Atom Investors LP 5.10% Add +659.2% 101,039 $67.3M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -3.1% 100,853 $67.2M
Limestone Investment Advisors LP 31.47% Reduce -40.5% 100,305 $66.8M
New England Asset Management Inc. 9.06% Reduce -13.9% 100,204 $66.8M
Modern Wealth Management, LLC 1.32% Reduce -23.7% 122,094 $66.7M
Dakota Wealth Management 1.34% Add +23.1% 99,364 $66.2M
LGL Partners, LLC 28.13% Reduce -0.0% 98,869 $66.0M
Belpointe Asset Management LLC 2.51% Add +14.1% 98,629 $65.7M
Cynosure Group, LLC 7.13% Add +0.5% 98,568 $65.7M
Regions Financial Corp. 0.43% Reduce -6.8% 98,143 $65.4M
Canada Post Corp Registered Pension Plan 2.89% Reduce -77.1% 98,414 $65.3M
Soros Fund Management 1.48% Add +104.7% 97,778 $65.1M
Murchinson Ltd. 12.81% New 97,500 $65.0M
Sapient Capital LLC 1.00% Reduce -0.9% 97,356 $64.8M
USA Financial Formulas 11.40% Reduce -10.5% 97,160 $64.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.30% Reduce -1.3% 96,673 $64.4M
Modera Wealth Management, LLC 0.74% Add +2.0% 96,429 $64.2M
Moran Wealth Management, LLC 1.92% Add +112.0% 95,796 $63.8M
Balyasny Asset Management L.P. 0.13% Reduce -79.3% 95,594 $63.7M
Fidelis Capital Partners, LLC 4.95% Add +0.1% 95,165 $63.4M
Vanguard Group Inc. 0.00% Reduce -2.7% 94,964 $63.3M
SFG Wealth Management, LLC. 27.39% Add +2.2% 94,931 $63.2M
Capital Advisors Inc. 1.06% Add +10.3% 104,792 $63.2M
Global Retirement Partners, LLC 1.41% Add +1.4% 94,550 $63.0M
Summit Trail Advisors, LLC 0.87% Reduce -0.3% 93,751 $62.6M
Phoenix Financial Ltd. 0.75% Add +0.0% 92,055 $61.4M
Meridian Wealth Management, LLC 2.35% Add +0.2% 92,091 $61.3M
Keel Point, LLC 3.76% Reduce -15.0% 91,744 $61.1M
Stock Yards Bank & Trust Co. 1.91% Reduce -3.5% 91,593 $61.0M
Choate Investment Advisors 1.26% Add +3.2% 91,351 $60.9M
Greenhouse Wealth Management, LLC 36.37% Reduce -1.7% 90,914 $60.6M
Cumberland Advisors Inc. 23.24% Add +2.9% 90,893 $60.6M
IFG Advisory, LLC 2.75% Add +15.0% 90,881 $60.5M
Potentia Wealth 23.00% Add +2.4% 90,501 $60.3M
First Financial Bank - Trust Division 5.14% Reduce -0.9% 90,274 $60.1M
Blackstone Inc. 0.26% Add +4533.9% 90,223 $60.1M
Black Swift Group, LLC 10.54% Add +19.7% 89,750 $59.8M
Woodline Partners LP 0.28% Add +27.6% 89,607 $59.7M
All Terrain Financial Advisors, LLC 19.24% Reduce -0.5% 89,547 $59.7M
Granby Capital Management, LLC 31.66% No change 89,500 $59.6M
Klingenstein Fields & Co. LP 2.24% Add +27.2% 89,216 $59.4M
Perigon Wealth Management, LLC 1.21% Reduce -2.5% 89,050 $59.3M
IFP Advisors, Inc 1.54% Add +2.9% 88,761 $59.1M
Stone House Investment Management, LLC 9.93% Add +1.3% 88,454 $58.9M
Twin Tree Management, LP 2.74% New 88,100 $58.7M
Westwood Holdings Group Inc. 0.42% Add +53.4% 87,246 $58.1M
Sigma Planning Corp 1.65% Reduce -2.9% 87,103 $58.0M
Legacy Wealth Management, LLC / MS 17.39% Reduce -5.7% 86,713 $57.8M
Waldron Private Wealth LLC 2.32% Reduce -0.5% 85,968 $57.3M
Federation des caisses Desjardins du Quebec 0.22% Reduce -7.6% 85,434 $56.9M
Matauro, LLC 9.04% Add +3.7% 85,422 $56.9M
Affinity Asset Advisors, LLC 5.40% New 84,490 $56.3M
Embree Financial Group 7.53% Reduce -10.7% 84,302 $56.2M
Nicholas Hoffman & Company, LLC. 1.35% Add +0.1% 83,862 $55.9M
IHT Wealth Management, LLC 1.40% Reduce -0.4% 83,319 $55.5M
United Capital Financial Advisors, LLC 0.40% Add +3.7% 83,109 $55.4M
Fiduciary Alliance LLC 3.71% Add +2.5% 82,929 $55.2M
CreativeOne Wealth, LLC 1.35% Add +5.8% 82,851 $55.2M
Capital International Investors 0.01% Add +81.8% 83,007 $55.1M
Becker Capital Management Inc. 1.61% Reduce -11.2% 82,265 $55.0M
4Thought Financial Group Inc. 27.78% Reduce -1.8% 82,490 $55.0M
Farther Finance Advisors, LLC 0.83% Add +2.8% 82,421 $54.9M
Aua Capital Management, LLC 30.71% Reduce -0.2% 82,150 $54.7M
McAlister, Sweet & Associates, Inc. 35.61% Add +84.9% 80,945 $53.9M
Harbour Investments, Inc. 1.22% Add +20.4% 80,893 $53.9M
First National Trust Co 1.85% Reduce -3.9% 80,823 $53.8M
Arkos Global Advisors 6.85% Reduce -3.2% 80,761 $53.8M
Attessa Capital LLC 31.58% Add +2.7% 80,443 $53.6M
Gladstone Institutional Advisory LLC 2.06% Reduce -1.9% 80,401 $53.6M
Dean, Jacobson Financial Services, LLC 38.92% Add +1.4% 80,398 $53.6M
Golden State Wealth Management, LLC 5.90% Add +2.2% 80,221 $53.4M
Flagship Harbor Advisors, LLC 2.32% Add +0.1% 80,175 $53.4M
Aristides Capital LLC 15.66% Add +5.3% 79,588 $53.0M
Arvest Bank Trust Division 2.93% Reduce -2.6% 79,404 $52.9M
Public Sector Pension Investment Board 0.19% Add +1.2% 79,149 $52.7M
Chicago Partners Investment Group LLC 1.37% Reduce -7.6% 76,246 $52.4M
Apella Capital, LLC 1.17% Add +57.6% 79,245 $52.4M
Kingswood Wealth Advisors, LLC 3.16% Add +7.2% 78,372 $52.2M
Simmons Bank 3.47% Reduce -2.8% 78,201 $52.1M
Flputnam Investment Management Co. 0.78% Add +1.9% 78,054 $52.0M
Aspen Grove Capital, LLC 8.72% Add +24.2% 77,616 $51.9M
Galilei Investment Office LLP 24.87% No change 77,655 $51.7M
DRW Securities, LLC 2.66% Add +957.5% 77,723 $51.7M
Aptus Capital Advisors, LLC 0.47% Reduce -7.6% 77,565 $51.7M
Diversify Wealth Management, LLC 2.98% Add +0.6% 75,493 $51.6M
Signaturefd, LLC 0.81% Add +2.6% 77,234 $51.5M
Sowell Financial Services LLC 1.97% Reduce -2.8% 77,205 $51.4M
Wilmington Savings Fund Society, FSB 1.24% Reduce -23.8% 77,082 $51.4M
Fifth Third Securities, Inc. 3.50% Add +2.4% 76,873 $51.2M
Generali Investments CEE, investicni spolecnost, a.s. 3.89% No change 76,800 $51.2M
Alphadyne Asset Management LP 34.40% New 76,491 $51.0M
Merit Financial Group, LLC 0.47% Reduce -4.4% 76,490 $51.0M
Kaleidoscope Capital LP 14.49% Add +0.3% 76,122 $50.7M
Mizuho Bank, Ltd. 5.62% Reduce -62.0% 76,000 $50.6M
Seven Post Investment Office LP 18.04% Add +4.6% 75,199 $50.1M
Rathbones Group PLC 0.20% Reduce -2.2% 75,171 $50.1M
Systematic Alpha Investments, LLC 1.65% No change 75,170 $50.1M
Anchor Capital Management Group Inc 25.29% Reduce -6.3% 75,000 $50.0M
Unique Wealth, LLC 7.30% Add +2.6% 74,734 $49.8M
Frank, Rimerman Advisors LLC 3.18% Add +0.5% 74,513 $49.6M
Thor Trading Advisors, LLC 25.22% Add +227.6% 74,476 $49.6M
Woodard & Co. Asset Management Group Inc. 7.99% Reduce -2.0% 73,768 $49.1M
Oppenheimer Asset Management Inc. 0.54% Reduce -4.9% 73,581 $49.0M
Carnegie Investment Counsel 0.92% Reduce -0.8% 73,230 $48.8M
King Wealth Management Group 6.10% Reduce -0.5% 72,891 $48.6M
Allie Family Office LLC 23.02% Reduce -18.4% 72,791 $48.5M
Element Pointe Advisors, LLC 10.24% Reduce -0.1% 72,136 $48.1M
Retirement Income Solutions, Inc. 8.14% Reduce -0.6% 71,463 $47.6M
Connors Investor Services Inc. 4.05% Reduce -9.3% 71,391 $47.6M
Beacon Bank & Trust 10.15% Reduce -3.8% 70,776 $47.1M
Commonwealth Financial Services, LLC 8.05% Add +8.9% 70,616 $47.0M
Pinkerton Wealth, LLC 5.04% Reduce -11.6% 70,376 $46.9M
Atlantic Private Wealth, LLC 30.19% Reduce -1.7% 70,133 $46.7M
Strategic Wealth Investment Group, LLC 3.93% Add +2126.6% 70,094 $46.7M
iA Global Asset Management Inc. 0.64% Add +25.7% 70,037 $46.7M
Archon Partners LLC 4.96% Add +7.7% 70,000 $46.6M
Lutz Financial Services LLC 3.36% Reduce -1.4% 69,715 $46.4M
Hengehold Capital Management LLC 3.95% Add +3.1% 69,553 $46.3M
Anfield Capital Management, LLC 13.61% Add +1.4% 69,414 $46.2M
Lazard Freres Gestion S.A.S. 0.88% Reduce -9.6% 69,186 $46.1M
Kozak & Associates, Inc. 9.06% Reduce -3.5% 69,086 $46.0M
Composition Wealth, LLC 0.69% Add +17.3% 68,683 $45.8M
Wallace Hart LLC 33.64% Add +3.1% 68,646 $45.7M
LM Advisors LLC 6.59% Add +366.0% 291,862 $45.4M
AXA S.A. 22.69% Add +8.8% 67,929 $45.3M
Shilanski & Associates, Inc. 12.00% Add +3.2% 67,803 $45.2M
Canandaigua National Bank & Trust Co. 3.93% Reduce -0.6% 67,090 $44.7M
Spectrum Strategic Capital Management, LLC 26.69% Add +61.2% 66,924 $44.6M
Inscription Capital, LLC 4.79% Add +1.7% 66,709 $44.4M
Madison Asset Management, LLC 0.49% Add +36.0% 66,496 $44.3M
Verdence Capital Advisors LLC 2.54% Add +18.4% 64,350 $44.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9.02% Reduce -9.1% 65,902 $43.9M
Washington Growth Strategies LLC 31.27% Reduce -0.1% 65,834 $43.9M
Clear Harbor Asset Management, LLC 3.09% Add +0.6% 65,763 $43.8M
North Star Investment Management Corp. 2.81% Reduce -0.1% 65,540 $43.7M
Bluespring Wealth Management, LLC 3.79% Reduce -1.5% 65,285 $43.6M
Kera Capital Partners, Inc. 6.46% Reduce -1.5% 64,698 $43.1M
J.Safra Asset Management Corp 2.60% Reduce -29.8% 64,351 $42.9M
Guidance Capital, Inc. 11.13% Add +0.1% 62,941 $42.6M
Laird Norton Wetherby Wealth Management, LLC 1.74% Add +4.8% 63,926 $42.6M
Mgo One Seven LLC 0.98% Add +5.3% 63,818 $42.5M
Curtis Advisory Group, LLC 9.61% Add +0.5% 63,604 $42.4M
Tiller Private Wealth, Inc. 15.07% Reduce -0.1% 63,585 $42.4M
Benjamin Edwards Inc. 0.48% Add +101.9% 63,437 $42.3M
IPG Investment Advisors LLC 7.53% Add +2.0% 63,249 $42.3M
Midwest Professional Planners, LTD. 10.30% Add +8.2% 63,368 $42.2M
Schroder Investment Management Group 0.03% Add +249.1% 63,513 $42.2M
Washburn Capital Management, Inc. 23.54% Reduce -2.5% 63,249 $42.1M
Trinity Financial Advisors LLC 12.17% Reduce -2.7% 63,073 $42.1M
Navigation Wealth Management, Inc. 61.71% Reduce -14.6% 63,030 $42.0M
Spire Wealth Management 1.43% Reduce -2.5% 63,005 $42.0M
Principal Financial Group Inc. 0.02% Reduce -3.1% 62,767 $41.8M
State of Wisconsin Investment Board 0.10% Add +22.8% 62,475 $41.6M
Caprock Group, LLC 1.02% — 64,277 $41.5M
Caldwell Trust Co 3.86% Reduce -3.7% 62,049 $41.3M
OneDigital Investment Advisors LLC 0.42% Reduce -3.7% 61,760 $41.1M
Farmers Trust Co. 7.08% Reduce -2.5% 61,701 $41.1M
Centaurus Financial, Inc. 1.90% Add +5.3% 60,884 $40.6M
First Nebraska Trust Co 3.66% Reduce -1.8% 60,817 $40.5M
Wealth Advisory Solutions, LLC 9.81% Add +0.0% 60,790 $40.5M
Associated Banc-Corp 1.07% Reduce -0.5% 60,746 $40.5M
Calamos Wealth Management LLC 1.48% Reduce -3.4% 60,715 $40.4M
Yelin Lapidot Holdings Management Ltd. 8.48% No change 60,595 $40.4M
MTC Wealth Management LLC 18.79% Reduce -2.4% 60,575 $40.4M
Aspiriant, LLC 1.23% Reduce -1.0% 60,429 $40.3M
Crestwood Advisors Group, LLC 0.68% Add +4.2% 60,370 $40.2M
Jackson, Grant Investment Advisers, Inc. 13.42% Reduce -0.7% 60,317 $40.2M
Tyche Wealth Partners LLC 7.04% Add +3.0% 60,247 $40.1M
Verger Capital Management LLC 13.00% Reduce -5.6% 60,141 $40.1M
Norris Financial Group, LLC 14.62% Add +29.4% 60,114 $40.0M
ZEGA Investments, LLC 9.18% Reduce -11.3% 60,060 $40.0M
Ashton Thomas Private Wealth, LLC 1.04% Add +11.4% 59,839 $40.0M
Capital Management Associates, Inc 10.79% Add +50.1% 59,940 $39.9M
Pitcairn Co. 3.14% Reduce -6.7% 59,772 $39.8M
Financial Partners Group, Inc 4.95% Add +12.9% 59,668 $39.7M
Hanover Advisors Inc. 15.35% Add +0.0% 59,366 $39.5M
Adirondack Trust Co. 13.26% Add +0.7% 59,341 $39.5M
Argent Trust Co 1.40% Reduce -20.7% 59,273 $39.5M
Humankind Investments LLC 9.02% No change 59,140 $39.4M
Crescent Grove Advisors, LLC 3.76% Reduce -0.3% 58,791 $39.3M
King Luther Capital Management Corp. 0.16% Add +1.1% 58,829 $39.2M
World Investment Advisors 0.80% Add +2.5% 58,783 $39.2M
Thoma Capital Management LLC 22.49% Add +9.1% 58,776 $39.2M
Lebenthal Global Advisors, LLC 6.84% Reduce -0.0% 58,721 $39.1M
Bank Hapoalim BM 5.02% Reduce -1.2% 58,460 $38.9M
McElhenny Sheffield Capital Management, LLC 9.21% Add +0.1% 58,304 $38.8M
Proficio Capital Partners LLC 2.66% Reduce -99.5% 58,172 $38.8M
Safeguard Investment Advisory Group, LLC 9.59% Reduce -6.3% 58,020 $38.7M
Arkadios Wealth Advisors 0.94% Add +4.8% 57,746 $38.5M
Brighton Jones LLC 0.92% Reduce -0.1% 57,743 $38.5M
Capasso Planning Partners LLC 23.97% Reduce -22.8% 57,734 $38.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.22% Add +13.6% 57,721 $38.5M
Johnson Financial Group, Inc. 1.43% Add +3.5% 57,226 $38.2M
Dumont & Blake Investment Advisors LLC 9.27% Reduce -0.6% 57,379 $38.2M
Proffitt & Goodson Inc. 5.48% Reduce -41.9% 57,356 $38.2M
Apollon Wealth Management, LLC 0.68% Reduce -1.1% 57,334 $38.2M
Mine & Arao Wealth Creation & Management, LLC. 15.48% Add +1.0% 57,199 $38.1M
TIG Advisors, LLC 2.35% Add +0.3% 57,039 $38.0M
Partners Capital Investment Group, LLP 1.51% Add +0.3% 56,862 $37.9M
Teachers Retirement System of the State of Kentucky 0.29% No change 56,594 $37.7M
Lanham O'Dell & Company, Inc. 11.99% Add +40.4% 56,507 $37.6M
Glen Eagle Advisors, LLC 5.21% Add +3.4% 56,216 $37.5M
Chesley Taft & Associates LLC 1.59% Reduce -0.3% 56,154 $37.4M
Hapanowicz & Associates Financial Services, Inc 17.25% Add +2.3% 56,083 $37.4M
Swiss Life Asset Management Ltd 0.19% Reduce -2.1% 56,000 $37.3M
Lifestyle Asset Management, Inc. 12.71% Add +33.5% 55,893 $37.2M
Kellett Wealth Advisors, LLC 22.35% Add +0.8% 55,597 $37.0M
Mechanics Bank Trust Department 5.18% Reduce -9.2% 55,419 $36.9M
MPWM Advisory Solutions, LLC 21.93% Add +0.4% 55,368 $36.9M
Assetmark, Inc. 0.08% Add +648.8% 55,295 $36.8M
Krane Funds Advisors LLC 1.04% Add +80.5% 55,400 $36.7M
HMS Capital Management, LLC 15.35% Add +45.6% 80,357 $36.5M
Capital Wealth Planning, LLC 0.26% Reduce -0.7% 54,791 $36.5M
ADAR1 Capital Management, LLC 3.63% Add +141.1% 54,684 $36.4M
Cullinan Associates Inc. 2.37% Reduce -12.1% 54,667 $36.4M
Sanchez Wealth Management Group 8.05% Add +0.1% 54,439 $36.3M
Dorsey & Whitney Trust CO LLC 1.91% Reduce -0.4% 54,340 $36.2M
Retirement Planning Group, LLC 1.25% Add +362.5% 54,249 $36.1M
CoreCap Advisors, LLC 1.31% Reduce -9.4% 54,202 $36.1M
Cary Street Partners Financial LLC 0.94% Reduce -0.9% 54,128 $36.1M
Smith, Moore & Co. 2.76% Add +1.1% 53,994 $36.0M
Evermay Wealth Management LLC 4.11% Reduce -0.7% 53,791 $35.9M
Focus Financial Network, Inc. 1.27% Add +9.6% 53,632 $35.7M
Pinnacle Wealth Management Advisory Group, LLC 2.68% Reduce -0.5% 53,521 $35.7M
Roth Financial Partners LLC 11.97% Reduce -1.1% 53,348 $35.5M
Wedbush Securities Inc. 1.16% Add +3.0% 53,305 $35.5M
TCV Trust & Wealth Management, Inc. 2.97% Add +0.9% 53,244 $35.5M
Mission Wealth Management, LP 0.72% Reduce -1.7% 53,066 $35.4M
Birinyi Associates Inc. 9.01% Reduce -0.0% 52,936 $35.3M
Bridgewater Advisors Inc. 2.44% Add +2.3% 52,458 $35.2M
Capital Investment Advisors, LLC 0.58% Add +7.3% 52,705 $35.1M
BigSur Wealth Management LLC 8.60% Add +0.3% 52,554 $35.1M
First Heartland Consultants, Inc. 2.82% Add +26.4% 52,541 $35.0M
Union Bancaire Privee, UBP SA 0.50% Add +7.4% 50,241 $35.0M
Howland Capital Management LLC 1.33% Reduce -1.0% 52,273 $34.9M
Capital Group Private Client Services, Inc. 0.58% Reduce -4.2% 52,332 $34.9M
Cercano Management LLC 1.34% Reduce -12.3% 52,187 $34.8M
Perbak Capital Partners LLP 6.10% Add +41.5% 52,021 $34.7M
Granite FO LLC 18.79% Reduce 0.0% 51,940 $34.6M
OAKMONT Corp 6.17% Reduce -1.6% 51,826 $34.5M
Curated Wealth Partners LLC 4.16% No change 51,633 $34.4M
Ironsides Asset Advisors, LLC 8.86% Add +6.1% 51,602 $34.4M
Momentum Wealth Planning, LLC 27.18% Reduce 0.0% 51,436 $34.4M
Clarius Group, LLC 2.03% Add +0.5% 51,527 $34.3M
Correct Capital Wealth Management 6.32% Add +13.5% 51,494 $34.3M
First National Corp. /Ma/ 6.50% Reduce -0.5% 51,279 $34.3M
Marmo Financial Group, LLC 16.60% Reduce -10.5% 51,451 $34.3M
Edgestream Partners, L.P. 1.00% Add +24.9% 51,441 $34.3M
Holocene Advisors, LP 0.08% Add +321.6% 51,395 $34.2M
LSP Investment Advisors, LLC 20.57% Reduce -8.2% 51,390 $34.2M
Prosperity Consulting Group, LLC 1.69% Add +15.6% 51,376 $34.2M
Wind River Trust Co 12.63% No change 51,273 $34.2M
180 GPS Investments IC Ltd 19.84% — 51,268 $34.2M
Clarity Wealth Advisors, LLC 7.52% Add +1.1% 51,227 $34.1M
O'shaughnessy Asset Management, LLC 0.20% Add +21.8% 51,225 $34.1M
MKT Advisors LLC 12.70% Reduce -0.6% 51,048 $34.1M
Callan Family Office, LLC 1.08% Reduce -2.2% 51,103 $34.0M
Trustmark Bank Trust Department 2.20% Reduce -0.4% 50,890 $33.9M
Cardiff Park Advisors, LLC 2.60% Reduce -0.7% 50,765 $33.8M
Ninepoint Partners LP 4.64% Reduce -3.3% 50,500 $33.6M
HM Payson & Co. 0.48% Reduce -0.1% 50,331 $33.5M
Great Valley Advisor Group, Inc. 0.67% Add +5.4% 50,305 $33.5M
Oxford Financial Group, LTD. LLC 1.89% Add +1.2% 50,186 $33.4M
Western Wealth Management, LLC 1.76% Add +25.2% 49,879 $33.2M
Stonegate Management LLC 22.01% — 49,736 $33.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Reduce -71.4% 49,724 $33.1M
Aft, Forsyth & Sober, LLC 10.20% No change 49,400 $32.9M
GFS Advisors, LLC 4.20% Reduce -6.5% 49,354 $32.9M
NorthCrest Asset Manangement, LLC 0.78% Reduce -0.1% 49,068 $32.8M
Cresta Advisors, Ltd. 14.65% Add +5.3% 49,273 $32.8M
James J. Burns & Company, LLC 4.89% Add +15.5% 49,228 $32.8M
Lanark Financial, Inc. 2.53% Add +57.3% 49,099 $32.7M
Boston Family Office LLC 2.08% Reduce -0.2% 48,992 $32.6M
Montz Harcus Wealth Management LLC 14.24% Add +5.0% 48,979 $32.6M
Benchmark Financial Wealth Advisors, LLC 9.73% Reduce -8.8% 48,530 $32.3M
Avestar Capital, LLC 2.31% Add +31.0% 48,499 $32.3M
Austin Private Wealth, LLC 2.49% Add +53.7% 48,467 $32.3M
Northwest & Ethical Investments L.P. 0.76% No change 48,400 $32.2M
FFT Wealth Management LLC 5.91% Add +0.2% 48,207 $32.2M
Fortis Capital Advisors, LLC 5.10% Reduce -1.0% 48,305 $32.2M
Fiduciary Trust Co 0.36% Reduce -1.8% 48,086 $32.0M
Essex Financial Services, Inc. 1.91% Reduce -1.1% 47,844 $31.9M
Calydon Capital 5.07% Reduce -49.0% 47,698 $31.8M
Hobart Private Capital, LLC 6.64% Reduce -3.6% 47,631 $31.7M
Afg Fiduciary Services Limited Partnership 18.40% Add +13.0% 453,326 $31.7M
Palumbo Wealth Management LLC 10.11% Add +5.2% 47,513 $31.7M
Regal Investment Advisors LLC 2.06% Add +3.3% 47,459 $31.6M
BSW Wealth Partners 3.94% Reduce -0.1% 47,452 $31.6M
Constant Guidance Financial LLC 24.91% Add +154.4% 46,839 $31.2M
Angeles Wealth Management, LLC 1.90% Add +6.6% 46,529 $31.0M
Firestone Capital Management 6.67% Add +2.2% 46,324 $30.9M
Independent Family Office, LLC 13.03% Reduce -3.0% 46,220 $30.8M
Parallel Advisors, LLC 0.56% Add +1.4% 45,987 $30.6M
Amarillo National Bank 5.35% Reduce -0.1% 45,678 $30.4M
Pettyjohn, Wood & White, Inc. 5.01% Add +0.3% 45,527 $30.3M
Migdal Insurance & Financial Holdings Ltd. 0.33% Reduce -1.6% 45,420 $30.2M
Texas Permanent School Fund Corp. 0.98% Reduce -34.1% 45,352 $30.2M
Advance Capital Management, Inc. 1.31% Reduce -4.2% 45,254 $30.1M
Motco 2.75% Reduce -1.4% 45,124 $30.1M
Taylor & Morgan Wealth Management, LLC 18.39% Add +1.1% 44,967 $30.0M
Equitable Trust Co. 1.37% Reduce -0.1% 44,585 $29.7M
Aragon Global Management, LP 9.13% No change 44,580 $29.7M
German American Bancorp, Inc. 2.61% Reduce -3.1% 44,386 $29.6M
Arthur M. Cohen & Associates, LLC 4.97% Reduce -3.8% 44,373 $29.6M
LWM Advisory Services, LLC 17.23% Add +113.4% 44,363 $29.6M
KCM Investment Advisors LLC 0.95% Add +1.0% 44,073 $29.4M
Avior Wealth Management, LLC 0.95% Add +4.7% 44,066 $29.4M
Burt Wealth Advisors 7.18% Reduce -1.2% 43,922 $29.3M
Hancock Whitney Corp. 0.53% Reduce -2.6% 43,806 $29.2M
First Business Financial Services, Inc. 2.68% Reduce -0.5% 43,791 $29.2M
Provenance Wealth Advisors, LLC 3.77% Reduce -0.3% 43,732 $29.1M
Jasper Ridge Partners, L.P. 0.66% Reduce -6.6% 43,695 $29.1M
Northeast Financial Group, Inc. 7.23% Add +254.4% 43,602 $29.0M
Greenleaf Trust 0.26% Reduce -58.4% 43,449 $28.9M
Silvercrest Asset Management Group LLC 0.19% Reduce -43.2% 43,112 $28.7M
ARS Investment Partners, LLC 1.88% Add +0.1% 42,792 $28.5M
Salomon & Ludwin, LLC 2.56% Reduce -3.5% 42,587 $28.5M
Axxcess Wealth Management, LLC 0.60% Add +2.3% 50,470 $28.3M
GM Advisory Group, LLC 1.20% Reduce -12.8% 42,446 $28.3M
NDWM LLC 19.18% Reduce -0.1% 42,441 $28.3M
Resonant Capital Advisors, LLC 1.65% Reduce -3.0% 42,306 $28.3M
Hantz Financial Services, Inc. 0.43% Reduce -5.8% 42,342 $28.2M
GTS Securities LLC 1.08% Reduce -87.9% 42,317 $28.2M
Black Maple Capital Management LP 20.41% Reduce -3.4% 42,283 $28.2M
Indiana Trust & Investment Management Co 8.53% Reduce -1.5% 42,075 $28.0M
LCM Capital Management Inc 13.41% Reduce -0.4% 41,976 $28.0M
PKS Advisory Services, LLC 6.50% Add +0.1% 41,966 $28.0M
SVB Wealth LLC 1.50% Reduce -19.2% 41,956 $27.9M
Thompson Siegel & Walmsley LLC 0.45% Reduce -0.9% 41,848 $27.9M
Advisor Resource Council 37.62% Reduce -48.1% 41,819 $27.9M
Redhawk Wealth Advisors, Inc. 3.23% Add +6.5% 41,811 $27.9M
Landmark Wealth Management, Inc. 10.84% Add +44.2% 41,690 $27.8M
Nepc LLC 0.73% Add +16.5% 41,609 $27.7M
Aviso Financial Inc. 1.13% Add +0.7% 41,584 $27.7M
Snowden Capital Advisors LLC 0.76% Reduce -17.3% 41,366 $27.6M
Capital World Investors 0.00% Add +46.4% 41,649 $27.6M
Three Bridge Wealth Advisors, LLC 7.11% Add +6.7% 41,279 $27.6M
Family Manage LLC 3.82% Reduce -2.7% 41,335 $27.5M
JARISLOWSKY, FRASER Ltd 0.15% Reduce -18.7% 41,279 $27.5M
Heritage Trust Co 2.91% Add +11.9% 41,186 $27.4M
Ausdal Financial Partners, Inc. 1.33% Add +60.3% 41,040 $27.3M
Zacks Investment Management 0.22% Reduce -26.8% 41,040 $27.3M
Blueshift Asset Management, LLC 8.41% Reduce -9.4% 40,987 $27.3M
Sovereign Financial Group, Inc. 5.10% Reduce -0.3% 40,916 $27.3M
Ciovacco Capital Management LLC 13.68% Reduce -10.3% 40,810 $27.2M
RK Capital Management, LLC 42.02% No change 40,767 $27.2M
Kovack Advisors, Inc. 2.56% Reduce -4.1% 40,754 $27.1M
Diversified Portfolios, Inc. 2.40% Reduce -0.3% 40,746 $27.1M
Securian Asset Management, Inc. 0.72% No change 40,710 $27.1M
Walleye Capital LLC 0.24% Add +32.3% 40,582 $27.0M
LFA - Lugano Financial Advisors SA 14.18% Add +1.4% 40,378 $26.9M
Welch & Forbes LLC 0.32% Reduce -1.2% 40,312 $26.9M
Financial Engines Advisors L.L.C. 0.05% Reduce -3.1% 40,102 $26.7M
Fsa Wealth Partners, Inc. 10.28% Add +8.7% 40,028 $26.7M
Strategic Equity Management 9.88% Reduce -5.5% 40,027 $26.7M
Roble, Belko & Company, Inc 3.61% Reduce -0.8% 39,931 $26.6M
Burke & Herbert Bank & Trust Co. 5.71% Reduce -3.0% 39,916 $26.6M
Raelipskie Partnership 11.36% Reduce -0.1% 39,696 $26.4M
Legacy Advisors, LLC 3.26% — 39,675 $26.4M
Guardian Wealth Advisors, LLC 14.96% Reduce -0.9% 39,614 $26.4M
George Kaiser Family Foundation 3.70% No change 39,583 $26.4M
Prescott Group Capital Management, L.L.C. 2.78% No change 39,583 $26.4M
Whitford Management LLC 26.45% Reduce -3.3% 39,451 $26.3M
BLB&B Advisors, LLC 1.13% Reduce -1.0% 39,441 $26.3M
Sanders Morris Harris LLC 3.51% Add +5703.4% 39,405 $26.3M
Gateway Investment Advisers LLC 0.25% New 39,319 $26.2M
Tull Financial Group, Inc. 11.54% Add +0.4% 39,237 $26.1M
Connecticut Wealth Management, LLC 1.16% Add +2.9% 39,123 $26.1M
Penobscot Investment Management Company, Inc. 2.00% Add +4.4% 39,047 $26.0M
Titleist Asset Management, LLC 2.28% Add +4.3% 39,025 $26.0M
Palisade Asset Management, LLC 2.42% Reduce -1.1% 39,019 $26.0M
SimpliFi, Inc. 11.12% Reduce -9.2% 39,003 $26.0M
B. Riley Wealth Advisors, Inc. 1.25% Reduce -3.4% 38,968 $26.0M
Baltimore-Washington Financial Advisors, Inc. 1.11% Reduce -0.5% 38,904 $25.9M
Daymark Wealth Partners, LLC 0.88% Add +10.7% 38,890 $25.9M
Aspire Private Capital, LLC 5.68% Add +63.7% 38,766 $25.8M
Eagle Capital Management, LLC 9.74% Reduce -0.0% 38,702 $25.8M
Ameritas Advisory Services, LLC 1.69% Add +85.9% 38,680 $25.8M
Childress Capital Advisors, LLC 4.71% Add +5.9% 38,668 $25.8M
Ayalon Insurance Comp Ltd. 6.51% Add +59.7% 38,602 $25.8M
True North Advisors, LLC 4.09% Add +561.4% 38,635 $25.7M
Signal Advisors Wealth, LLC 2.33% Reduce -41.3% 38,627 $25.7M
Corsair Capital Management, L.P. 4.55% Reduce -0.0% 38,499 $25.6M
Cadence Bank 1.56% Reduce -2.0% 38,466 $25.6M
Mariner Investment Group LLC 9.94% Reduce -70.3% 38,422 $25.6M
Avidian Wealth Enterprises, LLC 0.96% Add +3.3% 38,291 $25.5M
First Manhattan Co. Llc. 0.07% Add +5.6% 38,120 $25.5M
PFG Investments, LLC 1.32% Add +4.9% 38,185 $25.4M
Central Pacific Bank - Trust Division 3.20% Reduce -1.8% 38,171 $25.4M
Kingsview Wealth Management, LLC 0.39% Reduce -10.3% 38,151 $25.4M
Wellspring Financial Advisors, LLC 2.33% Add +9.8% 714,215 $25.4M
Mercuria Capital Strategies, LLC 33.35% Reduce -88.9% 38,000 $25.3M
O'Dell Group, LLC 5.37% Reduce -0.3% 37,584 $25.0M
Polar Asset Management Partners Inc. 0.73% New 37,500 $25.0M
Albion Financial Group 1.50% Add +0.1% 37,383 $24.9M
Chilton Capital Management LLC 0.84% Add +1.1% 37,351 $24.9M
Pilgrim Partners Asia Pte Ltd 11.05% — 37,253 $24.8M
Williams Jones Wealth Management, LLC. 0.28% Reduce -3.1% 37,159 $24.8M
Hilltop Holdings Inc. 1.31% Reduce -13.3% 37,068 $24.7M
Integrity Financial Corp 11.75% Add +24.6% 36,819 $24.6M
Condor Capital Management 2.00% Reduce -18.0% 36,676 $24.4M
Spinnaker Trust 1.35% Add +0.1% 36,656 $24.4M
Lowe Brockenbrough & Co. Inc. 1.25% Add +62.8% 36,566 $24.4M
Fort Washington Investment Advisors Inc. 0.13% Reduce -3.0% 36,452 $24.3M
PFG Advisors 0.99% Reduce -7.9% 36,439 $24.3M
Boyd Watterson Asset Management LLC 7.23% Reduce -6.1% 36,352 $24.2M
Armstrong Advisory Group, Inc. 1.70% Reduce -0.6% 36,232 $24.1M
Cavalier Investments, LLC 9.69% Add +108.1% 37,158 $24.1M
Blue Edge Capital, LLC 3.39% Reduce -3.6% 35,798 $23.8M
GC Wealth Management RIA, LLC 0.78% Add +20.9% 35,670 $23.8M
Aspen Investment Management Inc 9.09% Add +4.8% 35,310 $23.5M
Focus Partners Advisor Solutions, LLC 0.27% Add +56.9% 34,666 $23.5M
Pacific Wealth Strategies Group, Inc. 14.34% Reduce -0.2% 34,968 $23.3M
Trust Co. of Oklahoma 6.89% Reduce -2.7% 34,947 $23.3M
Encompass More Asset Management 4.48% Reduce -13.9% 34,914 $23.3M
Gryphon Financial Partners LLC 2.65% Add +29.9% 34,896 $23.2M
CENTRAL TRUST Co 0.49% Add +17.6% 34,865 $23.2M
Brickley Wealth Management 4.05% Add +0.6% 34,863 $23.2M
TrueWealth Advisors, LLC 6.27% Reduce -4.0% 34,791 $23.2M
Banque de Luxembourg S.A. 11.98% Reduce -0.0% 34,776 $23.2M
Forvis Mazars Wealth Advisors, LLC 0.46% Add +2.9% 34,646 $23.1M
Cobblestone Capital Advisors LLC 1.11% Reduce -0.3% 34,642 $23.1M
GAMCO Investors 0.22% Reduce -5.1% 34,577 $23.0M
JCP Investment Management, LLC 15.08% Add +6.3% 34,547 $23.0M
Bartlett & Co. Wealth Management LLC 0.30% Reduce -0.1% 34,417 $23.0M
LifeSteps Financial, Inc. 14.74% Reduce -5.4% 34,442 $22.9M
Segment Wealth Management, LLC 1.37% Reduce -1.5% 34,370 $22.9M
Allspring Global Investments Holdings, LLC 0.04% Reduce -51.8% 34,151 $22.8M
AXA Investment Managers S.A. 0.06% — 34,266 $22.8M
NewSquare Capital LLC 1.54% Add +2.0% 34,176 $22.8M
Henshaw Capital LLC 0.85% No change 34,135 $22.7M
Addison Capital Co 6.71% Add +13.2% 34,085 $22.7M
Insight Advisors, LLC/ PA 3.47% Add +1.8% 33,959 $22.6M
Genesis Wealth Advisors, LLC 15.90% Add +0.6% 33,857 $22.6M
Soltis Investment Advisors LLC 1.56% Reduce -6.2% 33,830 $22.5M
Saiph Capital, LLC 8.10% Reduce -1.3% 33,783 $22.5M
Hummer Financial Advisory Services Inc 16.33% Reduce -0.1% 33,564 $22.4M
Abich Financial Wealth Management LLC 7.96% — 33,584 $22.4M
Wesbanco Bank Inc. 0.62% Reduce -0.9% 33,466 $22.3M
Thrive Wealth Management, LLC 3.36% Reduce -1.4% 33,373 $22.2M
Clarus Wealth Advisors 9.80% Add +0.7% 33,106 $22.2M
Arete Wealth Advisors, LLC 1.39% Add +12.8% 33,214 $22.1M
Tikvah Management LLC 6.62% No change 33,104 $22.1M
Nilsine Partners, LLC 1.97% Add +3.3% 32,975 $22.0M
1832 Asset Management L.P. 0.04% Add +5.1% 32,925 $21.9M
Meridian Wealth Advisors, LLC 3.11% Reduce -0.1% 32,921 $21.9M
Financial & Tax Architects, LLC 4.84% Add +3.8% 32,921 $21.9M
Ramiah Investment Group 19.41% Add +55.0% 32,908 $21.9M
Pioneer Trust Bank N A 5.13% Add +2.1% 32,874 $21.9M
Evergreen Capital Management LLC 0.52% Add +2.2% 32,758 $21.9M
Royal Capital Wealth Management, LLC 13.40% Add +3.9% 32,795 $21.8M
Private Trust Co. NA 1.92% Reduce -0.6% 32,716 $21.8M
Baron Financial Group, LLC 11.94% Add +0.2% 32,709 $21.8M
Accurate Wealth Management, LLC 2.90% Reduce -4.0% 32,892 $21.8M
Sei Investments Co. 0.02% Reduce -1.5% 32,639 $21.7M
Compass Planning Associates Inc 19.92% Reduce -10.3% 32,600 $21.7M
Bleichroeder LP 4.25% Add +6.2% 32,570 $21.7M
Second Line Capital, LLC 4.49% Add +0.6% 32,469 $21.7M
Sentinel Trust Co. Lba 2.20% Reduce -1.1% 32,449 $21.6M
CenterStar Asset Management, LLC 41.05% Reduce -71.4% 32,411 $21.6M
Pineridge Advisors LLC 6.17% Reduce -34.3% 32,414 $21.6M
Americana Partners, LLC 0.65% Add +9.0% 32,398 $21.6M
Leavell Investment Management, Inc. 0.91% Reduce -9.7% 32,282 $21.6M
Mizuho Markets Americas LLC 0.45% Add +24.5% 32,302 $21.5M
Paragon Financial Partners, Inc. 13.58% Add +0.1% 32,275 $21.5M
Bienville Capital Management, LLC 4.07% Add +0.8% 31,983 $21.4M
TKG Advisors, LLC 9.14% Reduce -2.5% 32,025 $21.3M
Seven Mile Advisory 3.49% Reduce -1.5% 31,977 $21.3M
DAVENPORT & Co LLC 0.11% Reduce -2.2% 31,969 $21.3M
Country Club Bank 1.26% Reduce -1.7% 32,086 $21.3M
Cornerstone Capital, Inc. 2.08% Add +3.4% 31,944 $21.3M
WealthBridge Capital Management, LLC 4.98% Reduce -1.2% 31,832 $21.2M
Watts Gwilliam & Co., LLC 3.42% Reduce -0.0% 31,803 $21.2M
Resolute Advisors LLC 5.44% Reduce -2.7% 31,690 $21.2M
Signature Estate & Investment Advisors LLC 0.45% Add +5.4% 31,626 $21.1M
Koshinski Asset Management, Inc. 1.50% Reduce -3.4% 31,626 $21.1M
PCG Asset Management, LLC 16.88% Reduce -0.7% 31,549 $21.0M
Hardy Reed LLC 1.55% Add +0.6% 31,522 $21.0M
Clark Financial Services Group Inc. 11.14% Reduce -0.0% 31,480 $21.0M
E&G Advisors, LLC 4.88% Add +6.7% 31,470 $21.0M
Capital Advisory Group Advisory Services, LLC 6.51% Add +4.8% 31,380 $20.9M
Romano Brothers and Company 2.37% Add +1.3% 31,153 $20.8M
McHugh Group, LLC 12.55% Add +2.6% 31,116 $20.7M
Aprio Wealth Management, LLC 2.06% Reduce -1.3% 31,099 $20.7M
CX Institutional 0.63% Add +6.0% 31,039 $20.7M
Ethos Financial Group, LLC 1.63% Reduce -1.7% 30,929 $20.7M
Delta Financial Advisors LLC 5.83% Reduce -4.9% 31,001 $20.7M
Central Bank & Trust Co. 3.25% Reduce -1.9% 30,969 $20.6M
Calton & Associates, Inc. 3.09% Add +1.0% 30,925 $20.6M
Magnolia Capital Management Ltd. 15.80% Reduce -0.7% 30,904 $20.6M
Aspect Partners, LLC 9.34% Reduce -1.5% 30,872 $20.6M
Oakworth Capital, Inc. 1.18% Add +0.3% 30,692 $20.4M
Ellis Investment Partners, LLC 3.68% Reduce -0.8% 30,624 $20.4M
FCG Investment Co 9.55% Reduce -10.2% 30,610 $20.4M
Larson Financial Group LLC 0.72% Add +3.9% 30,604 $20.4M
Sincerus Advisory, LLC 17.40% Add +1.3% 30,503 $20.3M
West Branch Capital LLC 5.28% Add +3.8% 30,206 $20.1M
Coldstream Capital Management Inc. 0.27% Add +3.8% 30,151 $20.1M
Strategic Blueprint, LLC 0.88% Add +0.8% 30,132 $20.1M
Fayez Sarofim & Co 0.05% Add +50.5% 30,088 $20.0M
Intelligence Driven Advisers, LLC 2.78% Add +2.5% 30,048 $20.0M
Verity Asset Management, Inc. 6.53% Add +2.8% 30,037 $20.0M
Ingalls & Snyder LLC 0.66% Add +80.2% 29,969 $20.0M
Pinnacle Family Advisors, LLC 8.71% Add +8.3% 29,965 $20.0M
Legal & General Group Plc 0.00% No change 29,900 $19.9M
New England Private Wealth Advisors LLC 2.62% Reduce -4.8% 29,886 $19.9M
Palisades Hudson Asset Management, L.P. 7.21% Add +1.2% 29,836 $19.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 6.67% Add +1.4% 29,002 $19.9M
Sharkey, Howes & Javer 2.55% Add +9.8% 29,802 $19.9M
Intrepid Financial Planning Group LLC 7.55% Reduce -1.9% 29,727 $19.8M
Salem Investment Counselors Inc. 0.57% Add +1.2% 29,589 $19.8M
Relyea Zuckerberg Hanson LLC 2.08% Add +1.1% 29,645 $19.7M
Atlas Private Wealth Advisors 4.83% Reduce -51.1% 29,594 $19.7M
Winthrop Advisory Group LLC 1.72% Reduce -0.8% 29,433 $19.7M
Steinberganna Wealth Management 9.23% — 29,445 $19.6M
Mainsail Financial Group, LLC 8.43% Add +1.5% 29,416 $19.6M
Beacon Investment Advisory Services, Inc. 0.82% Reduce -15.4% 29,401 $19.6M
International Assets Investment Management, LLC 1.57% Add +0.0% 31,616 $19.5M
First International Bank & Trust 6.78% Reduce -1.3% 29,273 $19.5M
One Capital Management, LLC 0.62% Add +28.9% 29,223 $19.5M
Hibernia Wealth Partners, LLC 12.47% New 29,215 $19.5M
Trifecta Capital Advisors, LLC 2.96% Reduce -2.7% 29,202 $19.5M
Compound Planning, Inc. 0.63% Reduce -4.5% 28,990 $19.3M
Plante Moran Financial Advisors, LLC 1.21% Add +1.1% 28,832 $19.2M
AdvisorNet Financial, Inc 1.08% Add +2.7% 28,692 $19.1M
L & S Advisors Inc 2.04% Reduce -49.4% 28,654 $19.1M
Beacon Bridge Wealth Partners, LLC 6.77% Add +2.0% 28,581 $19.0M
Sepio Capital, LP 1.13% Add +1.4% 28,557 $19.0M
Moors & Cabot, Inc. 0.83% Add +2.9% 28,542 $19.0M
Gateway Wealth Partners, LLC 2.57% Reduce -3.4% 28,530 $19.0M
Cornerstone Wealth Management, LLC 1.05% Add +4.8% 28,510 $19.0M
Anb Bank 7.70% Add +1.1% 28,498 $19.0M
YHB Investment Advisors, Inc. 1.39% Reduce -2.4% 28,446 $19.0M
Maven Securities LTD 3.63% Reduce -62.5% 28,438 $18.9M
Chilton Investment Co. Inc. 0.39% Add +56.7% 28,444 $18.9M
Invictus Private Wealth, LLC 1.19% Reduce -0.0% 28,423 $18.9M
J. Safra Sarasin Holding AG 0.30% Reduce -4.2% 28,285 $18.8M
FSC Wealth Advisors, LLC 10.86% Add +2.5% 28,257 $18.8M
Lodestar Private Asset Management LLC 1.96% Add +0.1% 28,152 $18.8M
Sax Wealth Advisors, LLC 1.00% Add +5.7% 28,029 $18.7M
Torque Asset Management LLC 6.70% Add +172.8% 28,024 $18.7M
Bank Pictet & Cie (Europe) AG 0.37% Reduce -45.3% 27,999 $18.7M
PCG Wealth Advisors, LLC 5.43% Add +5.8% 27,985 $18.6M
Burling Wealth Partners, LLC 3.09% Add +92.4% 27,981 $18.6M
J Hagan Capital, Inc. 11.27% Reduce -5.6% 27,933 $18.6M
Bluefin Capital Management, LLC 9.98% New 27,900 $18.6M
Solstein Capital, LLC 8.49% Add +0.0% 27,878 $18.6M
Provida Pension Fund Administrator 0.32% New 27,830 $18.5M
Tolleson Wealth Management, Inc. 2.86% Reduce -3.3% 27,787 $18.5M
Kaizen Financial Strategies 8.38% Add +2.8% 27,612 $18.5M
First National Bank of Mount Dora, Trust Investment Services 4.09% Reduce -9.0% 27,763 $18.5M
Perennial Investment Advisors, LLC 1.53% Add +0.7% 27,722 $18.5M
Dynamic Advisor Solutions LLC 0.53% Add +1.7% 27,531 $18.3M
Brave Asset Management Inc. 4.48% Add +1.8% 27,528 $18.3M
Moloney Securities Asset Management, LLC 2.18% Add +61.1% 27,371 $18.2M
T. Rowe Price Associates Inc. 0.00% Add +590.3% 27,364 $18.2M
Smithbridge Asset Management Inc. 2.65% Reduce -0.5% 27,344 $18.2M
Fluent Financial, LLC 7.12% Add +0.3% 27,325 $18.2M
Rothschild Investment LLC 1.03% Add +1.4% 27,310 $18.2M
Wealth Architects, LLC 1.71% Reduce -0.4% 27,219 $18.1M
Florida Trust Wealth Management Co 0.52% Add +2.9% 27,207 $18.1M
IMA Advisory Services, Inc. 1.83% Add +0.3% 27,187 $18.1M
Basso Capital Management, L.P. 12.10% No change 27,126 $18.1M
Patton Fund Management, Inc. 3.24% Reduce -2.8% 27,094 $18.0M
Pettinga Financial Advisors LLC 3.52% Add +19.5% 27,093 $18.0M
Rockbridge Investment Management, LCC 1.78% Add +0.4% 27,066 $18.0M
Mairs & Power Inc. 0.17% Reduce -2.9% 26,993 $18.0M
Catalyst Financial Partners LLC 2.17% Add +0.4% 26,972 $18.0M
Optas, LLC 3.04% No change 26,906 $17.9M
Texas Yale Capital Corp. 0.56% Add +0.0% 26,834 $17.9M
G&S Capital LLC 6.61% Add +0.5% 26,830 $17.9M
Savvy Advisors, Inc. 0.82% Add +5.8% 26,816 $17.9M
Arista Wealth Management, LLC 2.22% Reduce -1.0% 26,814 $17.9M
Founders Capital Management, LLC 2.81% Reduce -0.0% 26,808 $17.9M
Osborne Partners Capital Management, LLC 0.90% Reduce -0.9% 26,666 $17.8M
BOS Asset Management, LLC 5.02% Add +1.2% 26,633 $17.7M
Bell Bank 0.77% Add +0.3% 26,526 $17.7M
Accredited Investors Inc. 0.98% Reduce -0.6% 26,499 $17.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.28% Reduce -9.9% 26,476 $17.6M
Twin Focus Capital Partners, LLC 2.24% Reduce -0.4% 26,427 $17.6M
Coastline Trust Co 1.89% Add +0.9% 26,409 $17.6M
Royal Fund Management, LLC 2.12% Reduce -37.2% 26,388 $17.6M
Yousif Capital Management, LLC 0.19% Reduce -60.1% 26,339 $17.5M
Fi3 FINANCIAL ADVISORS, LLC 5.92% Reduce -2.2% 26,232 $17.5M
Kennicott Capital Management LLC 8.44% Add +1.4% 26,250 $17.5M
Erste Asset Management GmbH 0.17% Reduce -11.4% 26,260 $17.4M
Icon Wealth Advisors, LLC 1.18% Reduce -2.9% 26,150 $17.4M
Cypress Capital, LLC 4.98% Reduce -0.4% 26,112 $17.4M
Neumann Capital Management, LLC 5.08% Reduce -4.1% 26,089 $17.4M
Gridiron Partners, LLC 9.85% Add +450.4% 143,286 $17.3M
Measured Wealth Private Client Group, LLC 4.67% Reduce -1.0% 26,009 $17.3M
Traction Financial Partners, LLC 10.68% Add +14.6% 25,989 $17.3M
Oldfather Financial Services, LLC 5.39% Reduce -0.2% 25,958 $17.3M
Brown, Lisle/Cummings, Inc. 4.42% Reduce -1.1% 25,860 $17.2M
Flagship Private Wealth, LLC 6.90% Add +0.6% 25,777 $17.2M
Kesler, Norman & Wride, LLC 3.35% Reduce -0.2% 29,132 $17.1M
Tandem Wealth Advisors LLC 8.12% Reduce -5.9% 25,630 $17.1M
Apriem Advisors 1.61% Add +10.3% 25,610 $17.1M
Marco Investment Management LLC 1.31% Add +0.7% 25,584 $17.0M
Moneywise, Inc. 7.71% Reduce -2.9% 25,581 $17.0M
Certuity, LLC 1.17% Add +341.4% 25,547 $17.0M
Destination Wealth Management 0.47% Add +8.8% 25,545 $17.0M
Family Capital Management, Inc. 8.11% Add +0.7% 25,483 $17.0M
Halter Ferguson Financial Inc. 4.12% Add +15.1% 25,479 $17.0M
Jacksonville Wealth Management, LLC 12.34% Add +7.1% 25,226 $16.8M
Gerber Kawasaki Wealth & Investment Management 0.57% Reduce -0.1% 25,151 $16.8M
Cacti Asset Management LLC 1.10% No change 25,295 $16.7M
Magnus Financial Group LLC 1.32% Add +2.1% 25,076 $16.7M
Sachetta, LLC 6.21% Reduce -5.6% 25,055 $16.7M
Cohen & Steers, Inc. 0.03% No change 25,000 $16.7M
Okabena Investment Services Inc. 3.23% No change 24,954 $16.6M
St Germain D J Co. Inc. 0.66% Reduce -0.7% 24,909 $16.6M
Mycio Wealth Partners, LLC 3.82% Reduce -2.7% 24,812 $16.5M
SouthState Bank Corp 0.76% Reduce -7.5% 24,755 $16.5M
GeoWealth Management, LLC 0.60% Add +105.4% 24,738 $16.5M
Rockland Trust Co. 0.68% Add +159.7% 24,733 $16.5M
Berger Financial Group, Inc 0.98% Reduce -6.5% 24,691 $16.4M
Biltmore Family Office, LLC 2.33% Add +27.2% 24,540 $16.4M
Chatham Capital Group, Inc. 2.35% Add +0.3% 24,511 $16.3M
Boothbay Fund Management, LLC 0.43% Add +2719.3% 24,472 $16.3M
ORG Partners LLC 3.03% Add +27.3% 24,428 $16.3M
Gries Financial LLC 2.58% Add +9.9% 24,457 $16.3M
Fulton Breakefield Broenniman LLC 1.05% Add +1.3% 24,449 $16.3M
Y.D. More Investments Ltd 0.92% Reduce -14.2% 24,455 $16.3M
Fortis Group Advisors, LLC 2.80% Reduce -1.1% 23,917 $16.3M
Pathway Financial Advisors LLC 2.17% Add +0.1% 24,395 $16.3M
Tocqueville Asset Management L.P. 0.24% Reduce -0.1% 24,392 $16.2M
Tortoise Investment Management, LLC 1.44% Reduce -0.4% 24,339 $16.2M
Aries Wealth Management 3.83% Add +25.7% 24,323 $16.2M
AlphaCore Capital LLC 0.54% Reduce -1.9% 24,255 $16.2M
Transcend Capital Advisors, LLC 1.14% Add +0.1% 24,233 $16.1M
Bison Wealth, LLC 1.49% Add +3.3% 23,755 $16.1M
TCTC Holdings, LLC 0.48% Add +0.8% 24,193 $16.1M
Sandbox Financial Partners, LLC 4.61% Add +7.3% 24,182 $16.1M
American Asset Management Inc. 14.37% Reduce -11.7% 24,039 $16.0M
Bouchey Financial Group, Ltd. 1.23% Reduce -0.3% 24,014 $16.0M
Aaron Wealth Advisors LLC 0.97% Reduce -2.9% 24,010 $16.0M
Bristlecone Advisors, LLC 1.34% Add +2.5% 23,981 $16.0M
Sovran Advisors, LLC 1.41% Add +2.0% 23,498 $16.0M
Fiducient Advisors LLC 1.87% Reduce -5.0% 23,975 $16.0M
Parkside Financial Bank & Trust 1.23% Reduce -2.8% 23,914 $15.9M
Scharf Investments, LLC 0.40% Reduce -35.4% 23,875 $15.9M
West Paces Advisors Inc. 3.17% Reduce -4.8% 23,880 $15.9M
Howard Financial Services, LTD. 1.95% Add +0.1% 23,873 $15.9M
Foster & Motley Inc. 0.86% Add +0.8% 23,869 $15.9M
PFC Capital Group, Inc. 6.67% Reduce -2.2% 23,815 $15.9M
AGH Wealth Advisors, LLC 11.60% Add +37.1% 23,741 $15.8M
GEM Asset Management, LLC 7.50% Reduce -3.9% 23,623 $15.8M
Quadrant Capital Group LLC 0.51% Add +0.0% 23,713 $15.8M
Sunbelt Securities, Inc. 1.09% Add +70.1% 23,603 $15.7M
Grandview Asset Management LLC 4.42% Add +0.9% 23,584 $15.7M
Peterson Wealth Management 10.88% Reduce -23.8% 23,582 $15.7M
Guardian Wealth Advisors, LLC / NC 1.02% Reduce -2.1% 23,560 $15.7M
Pinebridge Investments, L.P. 0.12% Reduce -47.7% 23,538 $15.7M
Great Diamond Partners, LLC 3.04% Add +1.4% 23,494 $15.7M
LaSalle St. Investment Advisors, LLC 2.80% Add +258.8% 23,466 $15.6M
Guerra Advisors Inc 5.77% Reduce -3.4% 23,449 $15.6M
Factor Wealth Management LTD 3.89% Add +2.7% 23,357 $15.6M
Northern Financial Advisors Inc 8.16% Add +26.3% 23,332 $15.5M
Global Endowment Management, LP 1.95% Reduce -73.9% 23,327 $15.5M
Nadler Financial Group, Inc. 1.48% Reduce -2.4% 23,253 $15.5M
Conscious Wealth Investments, LLC 9.18% Reduce -0.1% 22,692 $15.5M
Vident Advisory, LLC 0.15% Add +1.9% 23,181 $15.4M
Optimum Investment Advisors 6.12% Add +0.6% 23,146 $15.4M
Chicago Capital, LLC 0.38% Reduce -5.2% 23,138 $15.4M
Patten & Patten Inc. 0.90% Add +0.3% 23,113 $15.4M
Sunflower Bank, N.A. 3.74% Reduce -2.7% 23,105 $15.4M
Hopwood Financial Services, Inc. 10.28% Reduce -0.4% 23,079 $15.4M
Flagship Wealth Advisors, LLC 5.07% Add +6.7% 23,071 $15.4M
Laurel Wealth Advisors LLC 2.15% Reduce -0.2% 23,057 $15.4M
Harbour Trust & Investment Management Co 1.56% Reduce -3.8% 22,719 $15.1M
Integrity Alliance, Llc. 0.71% Reduce -19.0% 22,711 $15.1M
Opulen Financial Group LLC 11.46% Reduce -1.2% 22,699 $15.1M
One River Asset Management, LLC 48.30% Add +113.0% 22,751 $15.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.79% Add +8.3% 22,667 $15.1M
Claro Advisors Inc. 2.20% Reduce -2.7% 22,660 $15.1M
Quintet Private Bank (Europe) S.A. 0.85% Reduce -6.0% 22,645 $15.1M
Moneco Advisors, LLC 1.26% Reduce -0.6% 22,632 $15.1M
HUB Investment Partners, LLC 0.55% Reduce -11.9% 22,616 $15.1M
Ryan Investment Management, Inc. 8.33% Add +7.2% 22,487 $15.0M
Roberts Capital Advisors, LLC 16.63% New 22,439 $14.9M
Highview Capital Management LLC 5.49% Add +0.5% 22,405 $14.9M
AAFMAA Wealth Management & Trust LLC 5.91% Add +0.9% 22,376 $14.9M
Stordahl Capital Management, Inc. 3.13% Reduce -0.1% 22,350 $14.9M
Grove Bank & Trust 1.74% Reduce -0.8% 22,331 $14.9M
Wedmont Private Capital 0.55% Add +19.4% 22,224 $14.9M
Advisors Capital Management, LLC 0.19% Reduce -1.9% 22,316 $14.9M
Evelyn Partners Investment Management (Europe) Ltd 5.14% Add +2.2% 22,271 $14.8M
Morangie Management LLC 12.79% Reduce -0.6% 22,196 $14.8M
Agf Management Ltd. 0.07% Reduce -0.6% 22,249 $14.8M
JFS Wealth Advisors, LLC 0.87% Add +1.1% 22,241 $14.8M
Global Financial Private Client, LLC 5.27% Add +13.9% 22,202 $14.8M
Stelac Advisory Services LLC 5.11% Reduce -12.3% 22,127 $14.8M
Empower Advisory Group, LLC 0.04% Add +0.1% 22,099 $14.7M
Hickory Point Bank & Trust 10.98% Add +0.9% 22,051 $14.7M
Morton Brown Family Wealth, LLC 4.21% Reduce -0.6% 22,020 $14.7M
Accent Capital Management, LLC 6.15% Reduce -3.6% 21,959 $14.7M
UMB Bank, n.a. 0.21% Add +0.2% 21,898 $14.6M
Bryn Mawr Trust Advisors, LLC 0.72% Reduce -5.5% 21,873 $14.6M
ExodusPoint Capital Management, LP 0.20% New 21,735 $14.5M
Navis Wealth Advisors, LLC 10.87% Reduce -1.4% 21,710 $14.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.36% Reduce -0.4% 21,705 $14.5M
Manning & Napier Advisors LLC 0.18% Reduce -0.4% 21,666 $14.4M
Wealthedge Investment Advisors, LLC 5.46% Add +1.9% 21,662 $14.4M
Raleigh Capital Management Inc. 5.48% Add +66.1% 21,653 $14.4M
Sovereign Investment Advisors, LLC 3.93% Add +150.8% 21,636 $14.4M
Cypress Capital Group 1.72% Reduce -0.1% 21,541 $14.4M
Ullmann Wealth Partners Group, LLC 1.57% Reduce -0.0% 21,516 $14.3M
Evanson Asset Management, LLC 0.81% Reduce -0.2% 21,493 $14.3M
Schnieders Capital Management, Llc. 2.32% — 21,479 $14.3M
Atalanta Sosnoff Capital, LLC 0.27% Reduce -2.9% 21,381 $14.2M
SBI Securities Co., Ltd. 0.36% Reduce -2.9% 21,367 $14.2M
Allen Mooney & Barnes Investment Advisors LLC 2.22% Reduce -1.1% 21,349 $14.2M
CSS LLC 2.47% New 21,304 $14.2M
PFM Health Sciences, LP 1.22% Add +23.8% 21,210 $14.1M
Audent Global Asset Management, LLC 10.25% Add +82.6% 21,097 $14.1M
Comprehensive Financial Management LLC 0.39% No change 21,142 $14.1M
Balboa Wealth Partners 2.43% Add +8.3% 21,113 $14.1M
CWA Asset Management Group, LLC 0.52% Reduce -5.1% 21,089 $14.0M
Cyndeo Wealth Partners, LLC 0.78% Add +0.7% 20,970 $14.0M
Intrust Bank NA 1.16% Reduce -0.7% 20,948 $14.0M
BlueChip Wealth Advisors LLC 5.95% Add +3.6% 20,932 $13.9M
Industrial Alliance Investment Management Inc. 8.42% Reduce -1.6% 20,930 $13.9M
WCG Wealth Advisors LLC 0.87% Reduce -3.8% 20,836 $13.9M
Texas Capital Bank Wealth Management Services Inc 1.14% Reduce -6.7% 20,813 $13.9M
Compass Capital Corp. /Ma/ 6.05% Add +139.2% 20,399 $13.9M
Turtle Creek Wealth Advisors, LLC 1.24% Add +20.4% 20,763 $13.8M
SlateStone Wealth, LLC 1.20% Reduce -1.9% 20,743 $13.8M
Advisory Alpha, LLC 0.38% Reduce -39.7% 20,618 $13.8M
RIA Advisory Group LLC 3.56% Reduce -5.8% 20,714 $13.8M
Berman McAleer LLC 1.93% — 20,637 $13.8M
Appleton Partners Inc. 0.92% Reduce -2.6% 20,618 $13.7M
Douglass Winthrop Advisors, LLC 0.24% Reduce -0.6% 20,613 $13.7M
Nations Financial Group Inc, /Ia/ 0.85% Add +4.5% 20,515 $13.7M
Moody LYNN Lieberson & Walker, LLC 0.74% Reduce -2.2% 20,513 $13.7M
Level Four Advisory Services, LLC 0.47% Add +2.0% 20,501 $13.7M
EverSource Wealth Advisors, LLC 0.54% Reduce -7.9% 20,475 $13.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.35% No change 20,382 $13.6M
StoneX Group Inc. 0.59% Add +28.9% 20,341 $13.6M
Foresight Capital Management Advisors, Inc. 7.64% Reduce -2.9% 20,357 $13.6M
Ami Investment Management Inc. 3.14% Add +0.0% 20,319 $13.5M
Strategic Wealth Partners, Ltd. 1.01% Reduce -10.7% 20,291 $13.5M
Ferguson Wellman Capital Management, Inc. 0.22% Add +0.8% 20,245 $13.5M
CRA Financial Services, LLC 1.84% Add +0.6% 20,226 $13.5M
Compass Ion Advisors, LLC 1.30% Reduce -1.6% 20,224 $13.5M
Principal Securities, Inc. 0.22% Add +1.7% 20,217 $13.5M
Luken Investment Analytics, LLC 5.26% Add +1.0% 20,204 $13.5M
Capital Advisors Wealth Management, LLC 1.92% Add +14.6% 20,142 $13.4M
Nicolet Bankshares Inc. 2.16% Reduce -11.0% 20,134 $13.4M
Financial Guidance Group, Inc. 6.00% Add +0.3% 20,092 $13.4M
Houlihan Financial Resource Group, Ltd. 11.75% Reduce -51.8% 20,083 $13.4M
Sequent Asset Management, LLC 6.34% No change 20,012 $13.3M
Monetta Financial Services Inc. 9.33% Reduce -6.1% 20,000 $13.3M
Schrum Private Wealth Management LLC 9.76% Add +1.0% 19,983 $13.3M
First Trust Advisors LP 0.01% Reduce -3.2% 19,913 $13.3M
Nisa Investment Advisors, LLC 0.05% Add +21456.5% 19,832 $13.2M
Montecito Bank & Trust 2.06% — 19,862 $13.2M
Sound View Wealth Advisors Group, LLC 0.91% Add +0.1% 19,816 $13.2M
First Citizens Bank & Trust Co. 0.28% Add +20.7% 19,812 $13.2M
Silver Oak Securities, Incorporated 0.99% Reduce -0.3% 19,807 $13.2M
Trust Point Inc. 1.06% Add +0.1% 19,780 $13.2M
Vertex Planning Partners, LLC 2.53% Reduce -2.8% 19,776 $13.2M
Sfmg, LLC 0.91% Reduce -0.1% 19,749 $13.2M
First National Bank of Omaha 0.83% Add +6.4% 19,741 $13.2M
Great Lakes Advisors, LLC 0.11% Reduce -8.3% 19,678 $13.1M
Obermeyer Wealth Partners 0.61% Add +0.7% 19,654 $13.1M
Orange Investment Advisors, Inc. 1.36% Reduce -1.4% 19,633 $13.1M
First Washington CORP 3.51% No change 19,628 $13.1M
Boxwood Ventures, Inc. 14.54% No change 19,550 $13.1M
TFO Wealth Partners, LLC 2.13% Add +0.6% 19,583 $13.0M
Northside Capital Management, LLC 1.19% Reduce -0.4% 19,560 $13.0M
Voisard Asset Management Group, Inc. 3.01% Reduce -11.9% 19,547 $13.0M
Tsfg, LLC 2.07% Reduce -3.4% 19,547 $13.0M
Ancora Advisors LLC 0.26% Reduce -0.5% 19,532 $13.0M
KG Capital Management 3.57% Reduce -4.0% 19,479 $13.0M
Smith Chas P & Associates Pa Cpas 1.12% Reduce -21.4% 19,466 $13.0M
Rpo LLC 23.30% New 19,437 $12.9M
Milestone Asset Management, LLC 2.45% Add +1180.9% 19,406 $12.9M
Bedel Financial Consulting, Inc. 1.65% Reduce -0.5% 19,395 $12.9M
Paulson Wealth Management Inc. 3.05% Add +0.1% 19,337 $12.9M
Edgewood Management LLC 0.05% Add +12.1% 19,284 $12.8M
Lansing Street Advisors 3.41% Reduce -0.2% 19,229 $12.8M
LVM Capital Management Ltd. 1.23% Reduce -1.6% 19,274 $12.8M
MMBG Investment Advisors Co. 1.14% Reduce -8.8% 19,219 $12.8M
Mayflower Financial Advisors, LLC 1.61% Reduce -3.1% 19,261 $12.8M
McLean Asset Management Corp 2.64% Reduce -12.2% 19,052 $12.8M
Quadcap Wealth Management, LLC 1.51% Reduce -0.8% 19,180 $12.8M
Nixon Peabody Trust Co. 0.93% Add +1.0% 19,106 $12.7M
Badgley Phelps Wealth Managers, LLC 0.27% Reduce -0.5% 19,023 $12.7M
Ameritas Investment Partners, Inc. 0.39% Reduce -32.2% 19,064 $12.7M
Triglav Investments, D.O.O. 0.83% Add +0.6% 19,033 $12.7M
Impact Partnership Wealth, LLC 1.88% Add +7.8% 19,000 $12.7M
Seeds Investor LLC 2.67% Reduce -0.8% 18,988 $12.6M
Bensler, LLC 1.31% Add +4.7% 18,904 $12.6M
Berkshire Asset Management LLC 0.54% Add +2.0% 18,900 $12.6M
MidAtlantic Capital Management, Inc. 8.58% Reduce -4.3% 18,877 $12.6M
Strategic Family Wealth Counselors, L.L.C. 3.23% Reduce -0.0% 18,813 $12.5M
Financial Management Professionals, Inc. 1.30% Add +424.8% 18,746 $12.5M
Bigelow Investment Advisors, LLC 5.03% Reduce -4.2% 18,731 $12.5M
Baker Avenue Asset Management, LP 0.30% Add +2.9% 18,664 $12.4M
Farringdon Capital, Ltd. 3.16% New 18,637 $12.4M
Symphony Financial, Ltd. Co. 1.51% Add +137.4% 18,641 $12.4M
Oxler Private Wealth LLC 3.61% Reduce -1.2% 18,608 $12.4M
Iams Wealth Management, LLC 4.97% Add +5.0% 18,602 $12.4M
Hillcrest Wealth Advisors - NY, LLC 5.56% Reduce -1.2% 18,568 $12.4M
First Merchants Corp. 0.47% Reduce -4.0% 18,550 $12.4M
Wealth Dimensions Group, Ltd. 2.54% Reduce -1.6% 18,546 $12.4M
Cordant, Inc. 5.55% Reduce -1.0% 18,449 $12.3M
Vista Investment Partners LLC 3.43% Add +0.2% 18,415 $12.3M
MorganRosel Wealth Management, LLC 3.18% Reduce -0.8% 18,402 $12.3M
Mather Group, Llc. 0.12% No change 18,341 $12.2M
Weil Company, Inc. 2.94% Reduce -0.2% 18,318 $12.2M
True Freedom Investing, LLC 4.36% Reduce -15.5% 18,311 $12.2M
Lee, Kelleher & Klein Wealth Management 7.50% Reduce -2.7% 18,269 $12.2M
Custos Family Office, LLC 6.88% Reduce -9.6% 18,262 $12.2M
Principle Wealth Partners LLC 0.71% Add +0.4% 18,255 $12.2M
Rothschild Wealth LLC 2.65% Reduce -4.3% 18,238 $12.1M
Clifford Swan Investment Counsel LLC 0.40% Add +7.9% 18,203 $12.1M
Winthrop Capital Management, LLC 2.92% Add +8.3% 18,153 $12.1M
Panagora Asset Management Inc. 0.05% Add +63.2% 18,133 $12.1M
Heritage Wealth Advisors 0.53% Add +14.5% 18,101 $12.1M
Townsquare Capital LLC 1.81% Reduce -17.7% 17,980 $12.0M
First Hawaiian Bank 1.53% Reduce -0.0% 17,965 $12.0M
Second Half Financial Partners, LLC 5.27% Reduce -3.4% 17,954 $12.0M
Van Hulzen Asset Management, LLC 0.89% Reduce -1.9% 17,935 $11.9M
LMG Wealth Partners, LLC 2.22% Add +0.1% 17,910 $11.9M
Main Street Financial Solutions, LLC 0.76% Reduce -12.5% 17,793 $11.9M
Canopy Partners, LLC 3.96% Reduce -0.1% 17,781 $11.8M
NORTHSTAR ASSET MANAGEMENT Co 2.54% Reduce -0.1% 17,753 $11.8M
Caerus Investment Advisors, LLC 4.83% Add +5.2% 17,713 $11.8M
Zhang Financial LLC 0.48% Add +0.0% 17,660 $11.8M
Edge Financial Advisors LLC 5.27% Reduce -8.3% 17,650 $11.8M
Arlington Trust Co LLC 2.11% Add +3.8% 17,638 $11.8M
Cornell Pochily Investment Advisors, Inc. 3.50% Reduce -0.2% 17,591 $11.7M
Mission Creek Capital Partners, Inc. 2.32% Reduce -0.8% 17,581 $11.7M
Norden Group LLC 1.19% Reduce -38.8% 17,527 $11.7M
Performance Wealth Partners, LLC 0.33% Add +9.0% 17,487 $11.6M
Sage Capital Advisors,llc 2.77% Reduce -0.7% 17,482 $11.6M
Planning Alternatives Ltd. 1.49% Reduce -2.1% 17,462 $11.6M
SpringVest Wealth Management LLC 8.55% Reduce -1.4% 17,458 $11.6M
Cannell & Spears LLC 0.22% Add +3.2% 17,362 $11.6M
Balefire, LLC 2.31% Add +27.8% 17,353 $11.6M
GQG Partners LLC 0.02% Reduce -9.6% 17,336 $11.6M
Headlands Technologies LLC 0.92% New 17,296 $11.5M
Sage Mountain Advisors LLC 0.66% Add +0.1% 17,280 $11.5M
Codex Capital Asset Management L.L.C. 4.33% No change 17,270 $11.5M
Eagle Strategies LLC 1.53% Reduce -1.7% 17,198 $11.5M
Wernau Asset Management Inc. 11.84% Reduce -1.3% 17,178 $11.4M
Debussy Capital Management LP 1.62% Add +1.1% 17,150 $11.4M
Confluence Investment Management LLC 0.16% Reduce -10.9% 17,122 $11.4M
Frazier Financial Advisors, LLC 6.97% Reduce -0.8% 17,034 $11.3M
Plancorp, LLC 0.36% Reduce -2.2% 17,004 $11.3M
CFM Wealth Partners LLC 1.64% Add +0.3% 17,001 $11.3M
Retireful, LLC 10.90% Reduce -16.4% 16,936 $11.3M
Nwam LLC 0.61% Reduce -0.1% 16,821 $11.3M
Oxinas Partners, LLC 6.03% Reduce -2.6% 16,905 $11.3M
IronBridge Private Wealth, LLC 3.54% Reduce -1.6% 16,864 $11.2M
Zevin Asset Management LLC 1.63% Add +1.7% 16,863 $11.2M
Godsey & Gibb, Inc. 0.99% Reduce -0.6% 16,845 $11.2M
Empirical Asset Management, LLC 3.11% Add +4.2% 16,808 $11.2M
waypoint wealth counsel 4.42% Add +0.6% 16,806 $11.2M
Krilogy Financial LLC 0.42% Add +22.9% 16,507 $11.2M
Diversified Enterprises, LLC 0.75% Add +2.1% 16,787 $11.2M
Zurich Insurance Group Ltd 0.08% Reduce -8.5% 16,690 $11.2M
X-Square Capital, LLC 3.48% Add +0.6% 16,720 $11.1M
Waterloo Capital, L.P. 0.83% Reduce -11.9% 16,682 $11.1M
Atlatl Advisers LLC 4.42% Add +6.4% 16,681 $11.1M
Peddock Capital Advisors, LLC 2.39% Add +0.1% 16,633 $11.1M
Summit Wealth Partners, LLC 2.00% Add +0.5% 16,631 $11.1M
Private Client Services, LLC 3.70% Add +33.0% 16,602 $11.1M
Betterment LLC 0.02% Add +8.3% 16,587 $11.1M
Forum Financial Management, LP 0.15% Reduce -1.0% 16,567 $11.0M
Old North State Trust, LLC 6.72% Add +3.0% 16,553 $11.0M
Clear Creek Financial Management, LLC 0.95% Add +18.9% 16,515 $11.0M
Lewis Asset Management, LLC 4.52% Add +28.8% 16,493 $11.0M
Next Level Private LLC 3.17% Add +0.8% 16,272 $10.9M
Marquette Associates, Inc. 13.12% Add +0.4% 16,368 $10.9M
Tandem Financial, LLC 4.05% Add +8.8% 16,270 $10.9M
Tactive Advisors, LLC 3.07% Add +17.3% 16,288 $10.9M
International Private Wealth Advisors LLC 6.82% Add +18.3% 16,277 $10.8M
Cordatus Wealth Management LLC 2.55% Reduce -1.6% 16,252 $10.8M
Lyell Wealth Management, LP 0.80% Reduce -0.1% 16,228 $10.8M
Mount Capital Ltd 3.87% Reduce -32.8% 16,200 $10.8M
First Foundation Advisors 0.40% Reduce -9.3% 16,187 $10.8M
Legacy Edge Advisors, LLC 1.27% No change 16,183 $10.8M
First International Bank of Israel Ltd. 6.11% Add +6.2% 16,172 $10.8M
Banque Cantonale Vaudoise 0.40% Reduce -3.1% 16,134 $10.7M
Sigma Investment Counselors Inc. 0.56% Reduce -2.8% 16,128 $10.7M
RMR Wealth Builders 0.90% Reduce -0.0% 16,123 $10.7M
Aegis Wealth Management LLC 5.74% Add +115.2% 16,074 $10.7M
M Holdings Securities, Inc. 2.26% Reduce -89.7% 16,054 $10.7M
Van Cleef Asset Management,Inc 1.09% No change 16,051 $10.7M
Courier Capital LLC 0.61% Reduce -0.4% 16,039 $10.7M
RB Capital Management, LLC 2.31% Reduce -2.0% 15,966 $10.6M
CGN Advisors LLC 0.87% Reduce -0.4% 15,952 $10.6M
Smartleaf Asset Management LLC 0.66% Add +553.2% 16,003 $10.6M
Prism Advisors, Inc. 2.87% Reduce -9.1% 15,923 $10.6M
Innova Wealth Partners 5.70% Add +125.8% 15,848 $10.6M
Seaview Investment Managers LLC 3.88% Reduce -44.0% 15,750 $10.5M
Pittenger & Anderson Inc. 0.38% Add +0.3% 15,728 $10.5M
Intrua Financial, LLC 1.23% Add +29.3% 15,720 $10.5M
Community Bank, N.A. 1.27% Reduce -0.5% 15,709 $10.5M
Keystone Wealth Services, LLC 2.28% Add +2.5% 15,702 $10.5M
Pasadena Private Wealth, LLC 1.51% Add +0.0% 15,695 $10.5M
Providence Financial Advisors, LLC 9.96% — 15,668 $10.4M
Coastal Bridge Advisors, LLC 0.79% Reduce -6.7% 15,658 $10.4M
Graham Capital Management, L.P. 0.57% Reduce -37.8% 15,650 $10.4M
Peak Asset Management, LLC 1.82% Reduce -1.0% 15,645 $10.4M
St. Johns Investment Management Company, LLC 4.43% Reduce -0.1% 15,645 $10.4M
Perritt Capital Management Inc 4.94% Reduce -1.9% 15,637 $10.4M
Advisor OS, LLC 0.90% Reduce -14.8% 15,615 $10.4M
SageView Advisory Group, LLC 0.36% Add +43.9% 15,589 $10.4M
Nelson Capital Management, LLC 1.24% Reduce -2.3% 15,576 $10.4M
E Fund Management (Hong Kong) Co., Ltd. 6.31% Reduce -3.9% 15,570 $10.4M
Warwick Investment Management, Inc. 1.80% Reduce -0.9% 15,568 $10.4M
SeaCrest Wealth Management, LLC 1.09% Reduce -2.1% 15,378 $10.4M
Cypress Wealth Services, LLC 1.69% Reduce -0.4% 15,535 $10.3M
MGB Wealth Management, LLC 2.92% Reduce -4.8% 15,531 $10.3M
Ackerman Asset Management, LLC 7.37% Reduce -2.8% 15,456 $10.3M
Roundview Capital LLC 0.65% Add +3.6% 15,446 $10.3M
Wealth Alliance, LLC 1.06% Add +2.4% 15,410 $10.3M
Greenwood Gearhart LLC 0.59% Add +0.4% 15,352 $10.2M
Midwestern Financial, LLC 8.74% Add +19.0% 15,289 $10.2M
Jackson Square Capital, LLC 2.22% Reduce -3.0% 15,287 $10.2M
TCI Wealth Advisors, Inc. 0.61% Add +2.6% 15,263 $10.2M
Venturi Wealth Management, LLC 0.47% Add +2.0% 15,238 $10.2M
Daiwa Securities Group Inc. 0.03% Reduce -63.0% 15,230 $10.1M
Global Strategic Investment Solutions, LLC 1.01% Add +0.2% 15,195 $10.1M
New Wave Wealth Advisors LLC 3.94% Reduce -29.5% 15,119 $10.1M
MRWM Advisors, LLC 5.75% Reduce -0.9% 15,150 $10.1M
Valmark Advisers, Inc. 0.13% Add +0.1% 15,138 $10.1M
Blue Trust, Inc. 0.11% Reduce -0.7% 15,124 $10.1M
Ascent Wealth Partners, LLC 1.17% Reduce -12.8% 15,117 $10.1M
Towercrest Capital Management 1.62% Reduce -0.7% 15,113 $10.1M
Montis Financial, LLC 2.32% Add +68.2% 15,096 $10.1M
Avantax Planning Partners, Inc. 0.29% Reduce -3.9% 15,044 $10.0M
Hedeker Wealth, LLC 2.08% Reduce -2.7% 15,006 $10.0M
Wilmar Advisors LLC 8.20% No change 15,000 $10.0M
Greenvale Capital LLP 0.80% Reduce -30.2% 15,000 $10.0M
Davies Financial Advisors, Inc. 8.10% Reduce -11.6% 14,966 $10.0M
GenWealth Group, Inc. 1.85% Reduce -2.2% 14,944 $10.0M
Fisher Asset Management 0.00% Add +142.9% 14,939 $10.0M
Smith & Howard Wealth Management, LLC 2.32% No change 14,919 $9.9M
F/m Investments LLC 0.38% Reduce -10.3% 14,863 $9.9M
Cerro Pacific Wealth Advisors LLC 2.71% Reduce -5.1% 14,833 $9.9M
FAS Wealth Partners, Inc. 0.67% Add +3.5% 14,820 $9.9M
First American Bank 0.62% Add +2.3% 14,813 $9.9M
Bolthouse Investments, LLC 8.89% Add +1.8% 14,717 $9.8M
Schear Investment Advisers, LLC 4.35% Reduce -4.9% 14,656 $9.8M
Trust Co. of Vermont 0.42% Reduce -0.2% 14,642 $9.8M
Roger Wittlin Investment Advisory, LLC 5.42% Reduce -14.8% 14,637 $9.8M
Quadrant Private Wealth Management, LLC 1.78% Add +0.1% 14,585 $9.7M
CMG Global Holdings, LLC 4.75% Add +9.8% 14,590 $9.7M
Caliber Wealth Management, LLC / KS 1.08% Reduce -19.3% 14,520 $9.7M
Phillips Financial Management, LLC 0.64% Add +62.5% 14,457 $9.6M
Cannon Advisors, Inc. 6.48% Add +2.0% 14,330 $9.6M
Pinnacle Financial Group, LLC / IL 2.91% Reduce -2.5% 14,445 $9.6M
Citizens Business Bank 1.60% Add +0.1% 14,428 $9.6M
CVFG LLC 6.93% Add +3.0% 14,410 $9.6M
Exencial Wealth Advisors, LLC 0.31% Reduce -2.6% 14,345 $9.6M
Legacy Trust 1.87% Add +0.3% 14,216 $9.5M
Nicolet Advisory Services, LLC 0.73% Add +20.2% 14,114 $9.4M
Columbia Asset Management 1.77% Reduce -5.0% 14,157 $9.4M
Cambridge Associates LLC /Ma/ 0.17% Add +0.5% 14,100 $9.4M
Canandaigua National Trust Co of Florida 7.44% Reduce -12.4% 14,090 $9.4M
Goelzer Investment Management, Inc. 0.50% Reduce -0.5% 14,072 $9.4M
EWG Elevate Inc. 2.93% Add +15.3% 14,067 $9.4M
Plum Street Advisors, LLC 3.61% Reduce -0.3% 14,052 $9.4M
Channel Wealth LLC 2.50% Reduce -27.6% 14,023 $9.3M
Aspen Wealth Management LLC 2.07% Add +2.0% 13,972 $9.3M
Vision Financial Markets LLC 7.95% Add +0.1% 13,967 $9.3M
Procyon Advisors, LLC 0.55% Reduce -3.9% 13,962 $9.3M
Capital Investment Advisory Services, LLC 0.74% Add +3.2% 13,959 $9.3M
Etesian Wealth Advisors, Inc. 3.05% Add +0.5% 13,864 $9.2M
JTC Employer Solutions Trustee Ltd 0.79% Reduce -1.1% 13,834 $9.2M
Roman Butler Fullerton & Co. 2.48% Reduce -14.8% 13,403 $9.2M
Washington Trust Advisors, Inc. 0.70% Add +1.5% 13,823 $9.2M
Waddell & Associates, LLC 0.78% Reduce -1.4% 13,817 $9.2M
Westmount Partners, LLC 2.37% Reduce -7.0% 13,751 $9.2M
Veltria Advisors Corp. 40.46% Reduce -63.6% 13,792 $9.2M
Latko Wealth Management, Ltd. 4.65% Reduce -2.2% 13,762 $9.2M
Formulate Financial LLC 11.35% — 13,738 $9.2M
Harbor Investment Advisory, LLC 0.76% Reduce -4.4% 13,739 $9.1M
Operose Advisors LLC 2.28% Add +6.6% 13,719 $9.1M
Linscomb Wealth, Inc. 0.39% Reduce -2.1% 13,715 $9.1M
Breakthru Advisory Services, LLC 6.01% New 13,708 $9.1M
IRON Financial LLC 4.37% Reduce -1.7% 13,705 $9.1M
Jupiter Wealth Management LLC 4.31% Add +1.1% 13,689 $9.1M
Washington Capital Management, Inc. 6.52% No change 13,671 $9.1M
Lowery Thomas, LLC 5.25% Reduce -9.6% 13,648 $9.1M
Abound Wealth Management 2.28% Add +111.0% 13,646 $9.1M
HBK Sorce Advisory LLC 0.23% Add +11.5% 13,632 $9.1M
Carret Asset Management, LLC 0.88% Reduce -4.0% 13,552 $9.0M
Sitrin Capital Management LLC 4.33% Reduce -1.6% 13,513 $9.0M
Cozad Asset Management Inc. 0.72% Add +1.3% 13,547 $9.0M
Vise Technologies, Inc. 0.34% Add +46.0% 13,517 $9.0M
Blueprint Investment Partners LLC 1.26% Add +3.3% 13,495 $9.0M
NBT Bank, N.A. 0.59% Reduce -4.5% 13,495 $9.0M
Moody National Bank Trust Division 0.76% Add +8.3% 13,478 $9.0M
Voya Investment Management LLC 0.01% Reduce -2.3% 13,476 $9.0M
Russell Investments Group, Ltd. 0.01% Add +68.3% 13,475 $9.0M
Fulcrum Equity Management 9.09% Add +20.5% 13,469 $9.0M
Jackson Hole Capital Partners, LLC 1.53% Add +44.7% 13,416 $8.9M
Frisco Financial Planning LLC 7.62% Reduce -1.3% 13,411 $8.9M
Ignite Planners, LLC 1.46% Reduce -2.0% 13,388 $8.9M
Trek Financial, LLC 0.53% Add +15.8% 13,380 $8.9M
Certified Advisory Corp 0.84% Add +3.5% 13,332 $8.9M
Equity Wealth Partners, LLC 7.20% — 13,323 $8.9M
FWG Holdings, LLC 3.82% Reduce -0.6% 12,891 $8.9M
Stevens Capital Management LP 1.17% Add +2756.7% 13,255 $8.8M
Peregrine Asset Advisers, Inc. 2.65% Add +1.0% 13,254 $8.8M
World Equity Group, Inc. 2.00% Add +4.3% 13,226 $8.8M
ZWJ Investment Counsel Inc. 0.31% Reduce -3.0% 13,179 $8.8M
Rehmann Capital Advisory Group 0.48% Add +3.7% 13,252 $8.8M
Bfsg, LLC 0.85% Reduce -46.3% 13,122 $8.7M
WBH Advisory Inc. 0.66% Add +0.7% 13,069 $8.7M
Capital Wealth Management, LLC 3.03% Reduce -2.4% 13,054 $8.7M
Element Squared LLC 4.94% New 13,007 $8.7M
Autumn Glory Partners, LLC 3.56% Add +1.6% 12,999 $8.7M
Glassman Wealth Services 1.22% Reduce -0.1% 12,992 $8.7M
First City Capital Management, Inc. 4.66% Reduce -0.0% 12,971 $8.6M
Brightwater Advisory LLC 5.93% Reduce -2.8% 12,963 $8.6M
Abner Herrman & Brock LLC 0.89% Reduce -5.4% 12,958 $8.6M
AlphaStar Capital Management, LLC 0.74% Add +1.6% 12,933 $8.6M
Round Rock Advisors LLC 1.36% Add +22.5% 12,918 $8.6M
Regent Peak Wealth Advisors LLC 1.72% — 12,876 $8.6M
Paragon Capital Management Ltd 1.61% Reduce -23.2% 12,779 $8.5M
Burns J W & Co. Inc. 0.96% Add +1.5% 12,715 $8.5M
Farmers & Merchants Investments Inc. 0.24% Add +1.4% 12,706 $8.5M
PGIM Custom Harvest LLC 0.13% Add +7.0% 12,691 $8.5M
MinichMacGregor Wealth Management, LLC 1.65% Reduce -25.5% 12,688 $8.5M
West Bancorporation Inc. 4.70% Add +12.7% 12,676 $8.4M
American Trust 0.71% Add +0.7% 12,658 $8.4M
Bank of New Hampshire 1.94% Reduce -0.5% 12,656 $8.4M
Clare Market Investments LLC 1.69% Add +11.4% 12,650 $8.4M
Successful Portfolios LLC 4.90% Reduce -12.3% 12,608 $8.4M
Motiv8 Investments LLC 4.47% Reduce -2.2% 12,605 $8.4M
Boston Partners 0.01% New 13,160 $8.4M
Covenant Asset Management, LLC 1.57% Add +2.5% 12,518 $8.3M
Endeavor Private Wealth, Inc. 2.58% Add +3290.8% 12,512 $8.3M
Topsail Wealth Management, LLC 1.41% Add +0.7% 12,510 $8.3M
Annex Advisory Services, LLC 0.18% Reduce -1.8% 12,502 $8.3M
Bar Harbor Wealth Management 0.50% Reduce -0.4% 12,495 $8.3M
Lockerman Financial Group, Inc. 10.49% Add +18.6% 12,489 $8.3M
Collective Family Office LLC 2.00% Reduce -5.0% 12,487 $8.3M
Colorado Capital Management, Inc. 3.21% Reduce -11.1% 12,442 $8.3M
Kanawha Capital Management LLC 0.57% Reduce -0.2% 12,400 $8.3M
Lazard Asset Management LLC 0.01% Reduce -35.5% 12,390 $8.3M
Verus Capital Partners, LLC 0.64% Add +10.6% 12,384 $8.2M
Levin Capital Strategies, L.P. 0.75% Add +15.0% 12,298 $8.2M
Sage Capital Management, LLC 3.68% Add +0.5% 12,287 $8.2M
Pinnacle Wealth Planning Services, Inc. 0.96% Add +5.0% 12,287 $8.2M
Quent Capital, LLC 0.69% Reduce -3.4% 12,278 $8.2M
RFG Advisory, LLC 0.17% Add +6.3% 12,276 $8.2M
Summit Wealth & Retirement Planning, Inc. 2.00% Reduce -5.9% 12,230 $8.1M
Michels Family Financial, LLC 6.34% Add +5.5% 12,226 $8.1M
Cliffwater LLC 1.71% No change 12,204 $8.1M
Key Client Fiduciary Advisors, LLC 2.74% Add +3.7% 12,196 $8.1M
Vienna Asset Management LLC 4.84% Reduce -32.0% 12,194 $8.1M
ORBA Wealth Advisors, L.L.C. 6.66% Add +3.0% 12,139 $8.1M
WestEnd Advisors, LLC 0.19% Add +9.7% 12,130 $8.1M
Ameliora Wealth Management Ltd. 2.69% Reduce -1.0% 12,127 $8.1M
GPS Wealth Strategies Group, LLC 0.85% Reduce -0.3% 12,123 $8.1M
Tandem Investment Partners LLC 6.63% Reduce -0.5% 12,120 $8.1M
Redwood Park Advisors LLC 6.00% Add +1.7% 12,100 $8.1M
Madrid Financial Services 5.04% Reduce -10.0% 12,091 $8.1M
Aspire Capital Advisors LLC 1.99% Reduce -1.2% 12,083 $8.0M
Madison Park Capital Advisors, LLC 6.60% Add +8.3% 12,073 $8.0M
Avity Investment Management Inc. 0.56% Reduce -0.1% 12,072 $8.0M
Cornerstone Advisors Asset Management, LLC 1.40% Add +0.4% 12,048 $8.0M
Triad Wealth Partners, LLC 1.03% Add +1412.6% 12,040 $8.0M
Patten Group, Inc. 1.56% Reduce -0.1% 12,007 $8.0M
Kettle Hill Capital Management, LLC 1.80% New 11,981 $8.0M
Cassaday & Co Wealth Management LLC 0.18% Reduce -4.4% 11,977 $8.0M
DBK Financial Counsel, LLC 6.71% Reduce -0.6% 11,974 $8.0M
Perennial Advisors, LLC 1.38% Reduce -1.7% 11,942 $8.0M
Independent Advisor Alliance 0.21% Add +30.6% 11,940 $8.0M
Mufg Securities Americas Inc. 0.51% New 11,932 $7.9M
Blueprint Financial Advisors LLC 1.72% Add +257.5% 11,926 $7.9M
Corundum Group, Inc. 3.26% Reduce -5.9% 11,920 $7.9M
Gratus Wealth Advisors, LLC 1.11% No change 11,888 $7.9M
Marathon Trading Investment Management LLC 3.41% Reduce -85.1% 11,875 $7.9M
Absolute Capital Management, LLC 3.39% Add +17.4% 11,856 $7.9M
Guardian Partners Inc. 0.67% Reduce -0.1% 11,805 $7.9M
Ssa Swiss Advisors AG 3.66% Add +1.8% 11,842 $7.9M
NWF Advisory Services Inc. 0.86% Reduce -6.2% 11,814 $7.9M
M.D. Sass, LLC 0.64% Reduce -7.7% 11,800 $7.9M
Clear Street Group Inc. 0.04% — 11,787 $7.9M
Veracity Capital LLC 2.52% Reduce -5.5% 11,766 $7.8M
Vanguard Personalized Indexing Management, LLC 0.08% Add +38.4% 11,738 $7.8M
Elyxium Wealth, LLC 2.73% Add +6.0% 11,764 $7.8M
ArchPoint Investors 2.15% No change 11,719 $7.8M
Blue Fin Capital, Inc. 1.23% Reduce -5.4% 11,747 $7.8M
Synergy Asset Management, LLC 0.28% Add +270.0% 12,225 $7.8M
GWN Securities Inc. 1.81% Reduce -49.9% 11,655 $7.8M
Corsicana & Co. 4.39% — 11,728 $7.8M
Warner Group LLC 5.38% — 11,723 $7.8M
Surience Private Wealth LLC 7.38% Reduce -43.0% 11,705 $7.8M
Leo Wealth, LLC 1.01% Reduce -15.0% 11,692 $7.8M
KFA Private Wealth Group, LLC 2.22% Reduce -2.1% 11,677 $7.8M
Coastwise Capital Group, LLC 5.47% Add +16.4% 11,667 $7.8M
Well Done, LLC 1.32% Add +27.5% 11,661 $7.8M
Providence First Trust Co 2.68% Add +1.0% 11,604 $7.7M
Bragg Financial Advisors, Inc 0.26% Reduce -0.4% 11,601 $7.7M
Vishria Bird Financial Group, LLC 1.51% No change 11,576 $7.7M
J. Goldman & Co LP 0.29% Reduce -15.7% 11,570 $7.7M
New Age Alpha Advisors, LLC 0.32% Reduce -6.1% 11,543 $7.7M
Annandale Capital, LLC 1.37% Reduce -8.9% 11,535 $7.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.39% Reduce -0.7% 11,517 $7.7M
Oak Thistle LLC 1.17% New 11,503 $7.7M
Truepoint, Inc. 0.18% Reduce -0.7% 11,469 $7.6M
Asset Dedication, LLC 0.51% Add +2.3% 11,455 $7.6M
Schneider Downs Wealth Management Advisors, LP 0.90% Reduce -1.0% 11,441 $7.6M
Market Street Wealth Management Advisors LLC 1.21% Add +0.3% 11,417 $7.6M
Garde Capital, Inc. 0.38% Add +16.0% 11,413 $7.6M
Port Capital LLC 0.32% Reduce -0.2% 11,392 $7.6M
OmniStar Financial Group, Inc. 4.58% Add +6.0% 11,350 $7.6M
Q3 Asset Management 2.58% Add +33.9% 11,320 $7.5M
Keeler & Nadler Financial Planning & Wealth Management 2.76% Add +0.7% 11,308 $7.5M
Petros Family Wealth, LLC 6.31% Add +0.4% 11,304 $7.5M
JFG Wealth Management, LLC 1.47% Add +0.1% 11,297 $7.5M
Checchi Capital Advisers, LLC 0.52% Reduce -0.1% 11,293 $7.5M
Invenio Wealth Partners LLC 2.73% Reduce -3.0% 11,279 $7.5M
Trivium Point Advisory, LLC 0.77% Reduce -1.4% 11,276 $7.5M
Nvest Financial, LLC 4.31% Reduce -23.9% 11,263 $7.5M
Millington Financial Advisors, LLC 3.63% Reduce -0.1% 11,288 $7.5M
BTC Capital Management, Inc. 0.52% No change 11,227 $7.5M
Balentine LLC 0.28% Add +417.4% 11,227 $7.5M
Alta Wealth Advisors LLC 2.68% Add +2.4% 11,216 $7.5M
Significant Wealth Partners LLC 3.65% Add +23.7% 11,213 $7.5M
XY Planning Network, Inc. 2.54% No change 12,078 $7.5M
Centennial Bank 2.93% Reduce -0.2% 11,179 $7.4M
Ashford Capital Management Inc. 0.83% No change 11,169 $7.4M
SkyView Investment Advisors, LLC 0.94% Add +95.4% 11,139 $7.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Reduce -0.4% 11,020 $7.4M
ASR Vermogensbeheer N.V. 0.09% Add +347.6% 11,025 $7.3M
Herbst Group, LLC 4.56% Add +6.5% 11,021 $7.3M
Intact Investment Management Inc. 0.22% No change 10,985 $7.3M
High Net Worth Advisory Group LLC 1.76% No change 10,955 $7.3M
Institute for Wealth Management, LLC. 0.76% Add +17.6% 10,941 $7.3M
Oliver Luxxe Assets LLC 1.15% Reduce -3.5% 10,938 $7.3M
Strategy Asset Managers LLC 1.31% Reduce -11.3% 10,923 $7.3M
Drexel Morgan & Co. 1.14% No change 10,911 $7.3M
Grey Ledge Advisors, LLC 1.65% Reduce -1.7% 10,898 $7.3M
One Day In July LLC 0.61% Add +1.1% 10,892 $7.3M
Joseph P. Lucia & Associates, LLC 2.72% Add +1.3% 10,822 $7.2M
Legacy Capital Wealth Partners, LLC 1.56% Reduce -1.7% 61,969 $7.2M
Nemes Rush Group LLC 0.71% Add +4.1% 10,783 $7.2M
Prevail Innovative Wealth Advisors, LLC 1.39% Add +7.8% 10,759 $7.2M
Maseco LLP 0.35% Reduce -11.2% 10,709 $7.1M
Wick Capital Partners, LLC 1.70% Add +2455.1% 10,706 $7.1M
Bulltick Wealth Management, LLC 1.68% Reduce -69.0% 10,662 $7.1M
Meritage Portfolio Management 0.47% Reduce -3.3% 10,690 $7.1M
Founders Capital Management 3.76% Reduce -0.1% 10,647 $7.1M
Solano Wealth Investment Advisors LLC 3.42% Reduce -1.0% 10,631 $7.1M
Florida Financial Advisors, LLC 2.19% Reduce -15.6% 10,629 $7.1M
Pallas Capital Advisors LLC 0.26% Reduce -3.2% 10,629 $7.1M
1900 Wealth Management LLC 0.48% Add +34.8% 10,609 $7.1M
Shoker Investment Counsel, Inc. 2.08% Add +0.9% 10,607 $7.1M
Founders Financial Alliance, LLC 1.33% Add +1.0% 10,607 $7.1M
Tempus Wealth Planning, LLC 1.62% Reduce -4.2% 10,607 $7.1M
Bridges Investment Management Inc. 0.09% Add +138.5% 10,595 $7.1M
Legacy PCG, LLC 4.23% Reduce -2.6% 10,591 $7.1M
Dale Q Rice Investment Management Ltd 4.98% Add +0.5% 10,509 $7.1M
Two Sigma Securities, LLC 1.04% Reduce -20.0% 10,583 $7.1M
Marshall Investment Management, LLC 3.73% Add +253.4% 10,583 $7.0M
TL Private Wealth 2.83% Reduce -2.6% 10,631 $7.0M
Triumph Capital Management 1.90% Reduce -28.3% 10,577 $7.0M
Hoxton Planning & Management, LLC 2.26% Add +18.9% 10,540 $7.0M
New Republic Capital, LLC 2.15% Add +7.8% 10,525 $7.0M
Guyasuta Investment Advisors Inc. 0.40% Add +0.4% 10,485 $7.0M
Ellenbecker Investment Group 1.03% Add +0.6% 10,477 $7.0M
Convergence Financial, LLC 1.05% Add +0.4% 10,477 $7.0M
Armbruster Capital Management, Inc. 1.19% Reduce -0.8% 10,470 $7.0M
Ibex Wealth Advisors 0.67% Reduce -8.0% 10,463 $7.0M
Guidance Point Advisors, LLC 1.73% Reduce -5.8% 10,431 $7.0M
Polymer Capital Management (HK) LTD 0.97% No change 10,429 $6.9M
Secure Asset Management, LLC 1.15% Reduce -60.7% 10,388 $6.9M
Ascent Group, LLC 0.25% Reduce -42.1% 10,420 $6.9M
TruNorth Capital Management, LLC 1.37% Reduce -0.2% 10,363 $6.9M
Cantor Fitzgerald Investment Advisors L.P. 0.47% Add +0.5% 10,354 $6.9M
Lighthouse Investment Partners, LLC 0.25% Reduce -16.2% 10,347 $6.9M
OneAscent Financial Services LLC 0.46% Add +7.5% 10,336 $6.9M
Peoples Bank 4.23% Reduce -1.4% 10,325 $6.9M
Howe & Rusling Inc. 0.47% Reduce -4.3% 10,258 $6.8M
Sharper & Granite LLC 2.45% Add +0.6% 10,248 $6.8M
Novak & Powell Financial Services, Inc. 3.59% Add +0.2% 10,239 $6.8M
Old Second National Bank of Aurora 1.40% Reduce -0.6% 10,202 $6.8M
Creative Financial Designs Inc. 0.46% Reduce -27.6% 10,188 $6.8M
Amplius Wealth Advisors, LLC 0.58% Reduce -11.8% 10,140 $6.8M
Iowa State Bank 1.28% Add +0.5% 10,116 $6.7M
Smithfield Trust Co 0.30% Reduce -7.4% 10,100 $6.7M
Global Trust Asset Management, LLC 3.05% Add +2.7% 10,104 $6.7M
GAMMA Investing LLC 0.37% Add +21.4% 10,102 $6.7M
Money Concepts Capital Corp. 0.42% Add +16.8% 10,102 $6.7M
Oder Investment Management, LLC 4.82% Reduce -1.1% 10,086 $6.7M
Crews Bank & Trust 0.98% Add +0.2% 10,072 $6.7M
FreeGulliver LLC 3.00% Reduce -16.9% 10,038 $6.7M
USAdvisors Wealth Management, LLC 2.31% Add +7.7% 10,038 $6.7M
Laird Norton Wetherby Trust Company, LLC 1.15% No change 10,000 $6.7M
Empowered Funds, LLC 0.07% Add +84.5% 10,026 $6.7M
Litman Gregory Wealth Management LLC 0.50% Reduce -2.0% 10,015 $6.7M
Intrepid Family Office LLC 6.02% New 10,000 $6.7M
Ehrenkranz Partners L.P. 5.84% — 9,965 $6.7M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -0.5% 9,979 $6.6M
Latitude Advisors, LLC 3.03% Reduce -1.2% 9,979 $6.6M
Beta Wealth Group, Inc. 2.62% Add +95.7% 9,974 $6.6M
White Pine Capital LLC 1.90% Add +0.3% 9,941 $6.6M
Hohimer Wealth Management, LLC 0.93% Reduce -1.8% 9,922 $6.6M
Weaver Capital Management LLC 1.44% Reduce -0.7% 9,896 $6.6M
Stairway Partners, LLC 0.35% Reduce -1.4% 9,855 $6.6M
Old Mission Investment Co LLC 1.60% Add +217.4% 9,812 $6.6M
Sierra Capital LLC 0.72% Reduce -8.9% 9,837 $6.6M
Sterneck Capital Management, LLC 3.05% Add +1.4% 9,832 $6.5M
Plotkin Financial Advisors, LLC 3.23% Add +7.2% 9,795 $6.5M
Concorde Asset Management, LLC 2.73% — 9,762 $6.5M
Flagstar Securities, Inc. 2.00% Add +48.9% 9,762 $6.5M
Garden State Investment Advisory Services LLC 1.65% Add +5.0% 9,771 $6.5M
Fortitude Advisory Group L.L.C. 3.50% Reduce -6.1% 9,770 $6.5M
Canoe Financial LP 0.09% New 13,126 $6.5M
Marks Group Wealth Management, Inc 0.60% Reduce -0.3% 9,763 $6.5M
Legacy Wealth Management, LLC 0.38% Reduce -2.8% 9,711 $6.5M
Morton Capital Management LLC 1.06% Add +91.1% 9,710 $6.5M
Naples Global Advisors, LLC 0.50% Reduce -1.9% 9,677 $6.5M
Destiny Wealth Partners, LLC 0.79% Reduce -0.6% 9,703 $6.5M
LRI Investments, LLC 0.53% Add +1.1% 9,699 $6.5M
Bay Rivers Group 2.72% Reduce -0.1% 9,696 $6.5M
Camarda Financial Advisors, LLC 2.38% Reduce -26.9% 9,686 $6.5M
LCNB Corp. 2.25% Reduce -0.2% 9,671 $6.4M
Cypress Financial Planning LLC 1.98% Reduce -2.2% 9,667 $6.4M
American Institute for Advanced Investment Management, LLP 4.21% Reduce -1.5% 9,653 $6.4M
Fusion Family Wealth, LLC 0.48% Add +2.1% 9,641 $6.4M
Brooklyn Investment Group 0.87% Add +0.5% 10,443 $6.4M
Orca Investment Management, LLC 5.24% Reduce -0.4% 9,609 $6.4M
Darrow Company, Inc. 2.97% Add +6.9% 9,582 $6.4M
Foster Victor Wealth Advisors, LLC 0.40% Add +261.1% 9,533 $6.4M
Stephen J. Garry & Associates, LLC 5.09% Add +1.7% 9,573 $6.4M
First American Trust, FSB 0.46% Reduce -9.8% 9,567 $6.4M
Private Capital Management, LLC 0.59% Add +0.8% 9,562 $6.4M
MassMutual Private Wealth & Trust, FSB 0.16% Add +4.2% 9,548 $6.4M
WealthPlan Investment Management, LLC 0.42% Reduce -4.8% 9,539 $6.4M
Shared Vision Wealth Group LLC 2.69% Add +87.3% 9,516 $6.4M
Nautilus Advisors LLC 4.27% Reduce -3.0% 9,524 $6.3M
Mosaic Family Wealth Partners, LLC 0.74% Add +10.4% 9,548 $6.3M
Schorn Wealth LLC 1.94% No change 9,505 $6.3M
Seelaus Asset Management LLC 5.11% Add +1.6% 9,498 $6.3M
HCR Wealth Advisors 0.66% Reduce -3.3% 9,454 $6.3M
KKM Financial LLC 1.99% Reduce -39.8% 9,491 $6.3M
Kearns & Associates LLC 3.36% Reduce -1.3% 9,488 $6.3M
Defined Wealth Management, LLC 3.67% Reduce -1.1% 9,481 $6.3M
Murphy, Middleton, Hinkle & Parker, Inc. 3.09% Add +1.6% 9,479 $6.3M
Loudon Investment Management, LLC 3.30% Reduce -0.6% 9,467 $6.3M
Solidarity Wealth, LLC 1.36% Add +0.2% 9,457 $6.3M
Harvest Investment Services, LLC 1.26% Reduce -5.3% 9,416 $6.3M
Camelot Technology Advisors, Inc. 5.01% Reduce -4.0% 9,371 $6.2M
WealthShield Partners, LLC 0.71% Add +0.3% 9,366 $6.2M
Allegheny Financial Group 1.17% Add +22.8% 9,361 $6.2M
Morris Financial Concepts, Inc. 2.25% Add +8.2% 9,353 $6.2M
Pinnacle Bancorp, Inc. 1.84% Reduce -0.1% 9,343 $6.2M
HORAN Wealth, LLC 0.98% Add +30.0% 9,339 $6.2M
Brass Tax Wealth Management, Inc. 1.03% Add +1.3% 9,338 $6.2M
Baker Ellis Asset Management LLC 0.77% Add +45.8% 9,334 $6.2M
Kraft, Davis & Associates, LLC 1.51% Add +0.8% 9,252 $6.2M
Almanack Investment Partners, LLC. 0.96% Add +19.1% 9,328 $6.2M
Genesee Capital Advisors, LLC 2.70% Add +0.1% 9,328 $6.2M
Richards, Merrill & Peterson, Inc. 2.68% Reduce -2.8% 9,324 $6.2M
Victory Capital Management Inc. 0.00% Add +24.3% 9,301 $6.2M
GSG Advisors LLC 1.63% Reduce -0.0% 9,220 $6.2M
Capital Asset Advisory Services LLC 0.27% Add +11.0% 9,236 $6.2M
Barrett & Company, Inc. 2.11% Add +5.5% 9,229 $6.1M
Walkner Condon Financial Advisors LLC 0.97% Reduce -10.5% 9,209 $6.1M
Saxon Interests, Inc. 2.40% Reduce -7.8% 9,502 $6.1M
American National Bank & Trust 0.60% Reduce -0.8% 9,193 $6.1M
Orin Green Financial, LLC 2.45% Add +2.8% 9,190 $6.1M
Samalin Investment Counsel, LLC 2.12% Add +0.1% 9,188 $6.1M
Madison Wealth Partners, Inc 1.21% Reduce -2.1% 9,164 $6.1M
Novus Advisors, LLC 14.00% Reduce -4.8% 9,153 $6.1M
S.A. Mason LLC 2.69% No change 9,134 $6.1M
Acadian Asset Management LLC 0.01% Reduce -3.0% 9,121 $6.1M
Traynor Capital Management, Inc. 0.35% Add +40.9% 9,093 $6.1M
Personal Cfo Solutions, LLC 1.06% Reduce -11.5% 9,074 $6.0M
Marietta Wealth Management, LLC 0.74% Reduce -0.3% 9,059 $6.0M
Red Cedar Investment Management, LLC 0.70% Add +3.5% 9,025 $6.0M
WPWealth LLP 0.98% Reduce -0.7% 9,009 $6.0M
Aureus Asset Management, LLC 0.39% Reduce -1.0% 8,983 $6.0M
Nvwm, LLC 1.35% Add +4.4% 8,982 $6.0M
Fogel Capital Management, Inc. 2.77% Add +0.0% 8,976 $6.0M
Colony Family Offices, LLC 1.55% Reduce -26.7% 8,950 $6.0M
Redwood Investment Management, LLC 0.65% Reduce -24.2% 9,120 $6.0M
Leverty Financial Group, LLC 1.55% Reduce -2.0% 8,942 $6.0M
JDM Financial Group LLC 2.49% Reduce -4.1% 8,932 $5.9M
Parker Investment Management, LLC 0.81% Reduce -3.0% 8,908 $5.9M
Atlas Brown,Inc. 1.75% Add +0.5% 8,904 $5.9M
Atlas Legacy Advisors, LLC 1.14% Add +2.8% 8,889 $5.9M
Onyx Bridge Wealth Group LLC 0.64% Add +17.0% 8,888 $5.9M
Vista Capital Partners, Inc. 0.60% Reduce -2.4% 8,885 $5.9M
First Financial Bankshares Inc 0.12% Reduce -0.2% 8,884 $5.9M
Private Wealth Partners, LLC 0.42% Reduce -2.9% 8,830 $5.9M
Waters Parkerson & Co., LLC 0.29% Add +65.5% 8,829 $5.9M
Nuveen, LLC 0.00% Add +38.7% 9,317 $5.9M
Arkansas Financial Group, Inc. 0.86% Reduce -4.1% 8,814 $5.9M
Arrowroot Family Office, LLC 2.34% Reduce -17.1% 8,796 $5.9M
SOL Capital Management CO 0.52% Reduce -0.9% 8,787 $5.9M
Sterling Capital Management LLC 0.09% No change 8,785 $5.9M
Siligmueller & Norvid Wealth Advisors LLC 2.63% Add +114.9% 9,396 $5.8M
Omnia Family Wealth, LLC 1.90% Reduce -0.9% 8,754 $5.8M
Goldstone Financial Group, LLC 0.69% Add +2.9% 8,758 $5.8M
Sage Rhino Capital LLC 1.12% Add +0.2% 8,732 $5.8M
Woodstock Corp. 0.50% Add +4.3% 8,709 $5.8M
Central Valley Advisors, LLC 1.79% Reduce -7.2% 8,688 $5.8M
Breakwater Investment Management 2.13% No change 8,665 $5.8M
Coordinated Financial Services, Inc. 3.74% Reduce -6.0% 8,641 $5.8M
MTM Investment Management, LLC 1.83% Add +0.4% 8,631 $5.7M
Vestmark Advisory Solutions, Inc. 0.11% Reduce -89.7% 8,596 $5.7M
Sightline Wealth Advisors, LLC 2.58% Reduce -0.6% 8,564 $5.7M
Journey Advisory Group, LLC 0.42% Reduce -0.7% 8,560 $5.7M
Tompkins Financial Corp. 0.48% Reduce -2.4% 8,544 $5.7M
Abacus Wealth Partners, LLC 0.82% Add +6.9% 8,543 $5.7M
Fullerton Fund Management Co Ltd. 0.22% Add +24.0% 8,532 $5.7M
Baron Wealth Management LLC 1.88% Reduce -1.5% 8,525 $5.7M
W Advisors, LLC 2.99% Reduce -0.3% 8,525 $5.7M
Chapin Davis, Inc. 1.39% Add +5.7% 8,492 $5.7M
ForthRight Wealth Management, LLC 1.64% No change 8,490 $5.7M
Coppell Advisory Solutions LLC 0.60% Reduce -60.0% 8,511 $5.6M
LJI Wealth Management, LLC 0.99% Reduce -6.0% 8,467 $5.6M
Tilson Financial Group, Inc. 1.85% Reduce -2.7% 8,465 $5.6M
Greenup Street Wealth Management LLC 0.87% Add +1.6% 8,456 $5.6M
Park Capital Management, LLC / WI 4.49% Add +36.4% 8,430 $5.6M
Bellwether Advisors, LLC 0.93% Add +0.0% 8,424 $5.6M
Cambria Investment Management, L.P. 0.34% Add +163.4% 8,418 $5.6M
Castle Rock Wealth Management, LLC 1.23% Reduce -2.1% 8,354 $5.6M
American Alpha Advisors, LLC 4.02% Reduce -3.0% 8,356 $5.6M
VanderPol Investments L.L.C. 10.79% Add +20.6% 8,200 $5.6M
Northeast Investment Management 0.22% Reduce -0.6% 8,320 $5.5M
Legacy Financial Strategies, LLC 1.00% Reduce -12.3% 8,282 $5.5M
Full Sail Capital, LLC 0.30% No change 8,248 $5.5M
Beese Fulmer Investment Management, Inc. 0.38% Reduce -0.4% 8,223 $5.5M
Wimmer Associates 1, LLC 2.63% Reduce -7.3% 8,213 $5.5M
Laraway Financial Advisors Inc 3.71% Reduce -0.2% 8,162 $5.4M
Abel Hall, LLC 2.19% No change 8,148 $5.4M
TruWealth Advisors, LLC 0.27% Add +3.0% 8,148 $5.4M
B & T Capital Management DBA Alpha Capital Management 0.86% Add +0.3% 8,134 $5.4M
Syntax Research, Inc. 3.48% Reduce -0.0% 8,120 $5.4M
NWK Group, Inc. 1.83% Reduce -3.2% 8,092 $5.4M
Richmond Investment Services, LLC 1.00% Reduce -2.2% 8,086 $5.4M
Anchor Investment Management, LLC 0.45% Add +0.3% 8,064 $5.4M
Windsor Capital Management, LLC 1.48% Reduce -4.3% 8,061 $5.4M
WorthPointe, LLC 2.01% Reduce -3.3% 8,057 $5.4M
Acropolis Investment Management, LLC 0.27% Add +51.2% 8,687 $5.4M
Rialto Wealth Management, LLC 1.38% Add +0.0% 8,037 $5.4M
Tower View Wealth Management LLC 2.75% Reduce -1.9% 7,986 $5.3M
BHK Investment Advisors, LLC 1.98% Add +3.3% 7,954 $5.3M
Platform Technology Partners 1.27% Add +17.0% 7,953 $5.3M
Jackson Wealth Management, LLC 0.53% Add +2.0% 7,951 $5.3M
Clientfirst Wealth Management, LLC 4.24% No change 7,950 $5.3M
Fischer Investment Strategies, LLC 3.17% Reduce -18.3% 7,937 $5.3M
Pacific Financial Group Inc. 3.91% Reduce -1.8% 7,930 $5.3M
Iron Gate Global Advisors LLC 0.55% Reduce -3.7% 7,906 $5.3M
Cohen Capital Management, Inc. 0.82% Add +0.0% 7,901 $5.3M
Pines Wealth Management, LLC 1.77% Add +3.8% 7,885 $5.3M
Inspire Trust Co, N.A. 0.95% Reduce -1.3% 7,871 $5.2M
Rossmore Private Capital 0.56% Add +0.1% 7,834 $5.2M
McDonald Partners LLC 1.56% Add +0.5% 7,822 $5.2M
Continuum Advisory, LLC 0.55% Add +11.4% 7,794 $5.2M
Aldebaran Financial Inc. 5.19% Add +1.9% 7,786 $5.2M
Jump Financial, LLC 0.07% New 7,780 $5.2M
Long Run Wealth Advisors, LLC 1.02% Add +0.9% 7,770 $5.2M
Deltec Asset Management LLC 0.85% Reduce -6.5% 7,755 $5.2M
MIdWestOne Financial Group, Inc. 0.63% Reduce -0.9% 7,753 $5.2M
Fiduciary Wealth Partners, LLC 2.16% Add +516.2% 7,733 $5.2M
Simplicity Wealth,LLC 0.30% Reduce -30.3% 7,733 $5.2M
ELCO Management Co., LLC 2.69% Reduce -0.0% 7,725 $5.1M
Little House Capital LLC 1.18% Add +0.7% 7,724 $5.1M
Bantamac Capital, LLC 3.89% Add +2.0% 7,723 $5.1M
Oribel Capital Management, LP 0.41% No change 7,700 $5.1M
Rebalance, LLC 0.31% Reduce -2.6% 7,700 $5.1M
RKL Wealth Management LLC 0.44% Reduce -2.7% 7,682 $5.1M
Revolve Wealth Partners, LLC 0.61% Reduce -0.9% 7,652 $5.1M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 14.45% No change 7,654 $5.1M
XML Financial, LLC 0.41% Add +4.4% 7,648 $5.1M
Liberty Square Wealth Partners LLC 1.57% Add +5.2% 7,634 $5.1M
Evernest Financial Advisors, LLC 1.42% Reduce -0.8% 7,611 $5.1M
Capital Analysts, LLC 0.15% Reduce -27.3% 7,596 $5.1M
McAdam, LLC 0.25% Add +0.6% 7,591 $5.1M
Heritage Investment Group, Inc. 0.81% Reduce -0.1% 7,587 $5.1M
Chesapeake Wealth Management 1.53% Add +3.3% 7,541 $5.0M
RPS Advisory Solutions LLC 2.46% Reduce -63.8% 7,538 $5.0M
Pegasus Asset Management, Inc. 1.61% Reduce -1.9% 7,538 $5.0M
Wetzel Investment Advisors, Inc. 2.15% Add +14.7% 7,512 $5.0M
Pursue Wealth Partners LLC 2.75% Add +0.2% 7,526 $5.0M
Vigilare Wealth Management 1.74% Reduce -3.7% 7,521 $5.0M
Objective Capital Management, LLC 5.17% Reduce -2.4% 7,507 $5.0M
Single Point Partners, LLC 1.01% Reduce -0.0% 7,496 $5.0M
Sonora Investment Management Group, LLC 0.35% Add +0.3% 7,490 $5.0M
Investment House LLC 0.24% Add +26.9% 7,488 $5.0M
BlueSky Wealth Advisors, LLC 0.67% Reduce -0.1% 7,476 $5.0M
Blankinship & Foster, LLC 1.09% Reduce -0.5% 7,476 $5.0M
Capital Wealth Alliance, LLC 2.47% Add +3.8% 7,463 $5.0M
Twin Lakes Capital Management, LLC 2.30% Add +0.2% 7,455 $5.0M
KPP Advisory Services LLC 0.74% Add +22.9% 7,446 $5.0M
BOK Financial Private Wealth, Inc. 0.31% Reduce -1.0% 7,415 $5.0M
AtlasMark Financial, Inc 3.31% No change 7,430 $4.9M
Arcus Capital Partners, LLC 2.16% Add +3.8% 7,414 $4.9M
Arrow Financial Corp 0.50% Add +1.1% 7,398 $4.9M
ABLE Financial Group, LLC 1.07% Add +3.0% 7,388 $4.9M
M1 Capital Management LLC 2.12% Reduce -6.9% 7,387 $4.9M
Ledyard National Bank 0.44% Reduce -4.3% 7,381 $4.9M
CPC Advisors, LLC 0.52% Reduce -58.0% 7,370 $4.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.28% Add +2.0% 7,350 $4.9M
Pictet North America Advisors SA 0.46% Add +3.9% 7,350 $4.9M
Patriot Financial Group Insurance Agency, LLC 0.63% Add +26.7% 7,346 $4.9M
Journey Beyond Wealth, LLC 4.01% Reduce -0.9% 7,320 $4.9M
Sound Income Strategies, LLC 0.27% Add +49.0% 7,259 $4.9M
Family Legacy, Inc. 1.49% Reduce -1.0% 7,311 $4.9M
Catalyst Private Wealth, LLC 2.14% Add +2.0% 7,311 $4.9M
GW Henssler & Associates Ltd. 0.24% Add +23.9% 7,291 $4.9M
Alley Investment Management Company, LLC 0.56% Reduce -2.2% 7,288 $4.9M
LBMC Investment Advisors, LLC 0.31% Add +0.2% 7,287 $4.9M
Parkside Investments, LLC 0.61% Add +68.2% 7,286 $4.9M
Macroview Investment Management LLC 3.64% Add +29.0% 7,278 $4.8M
BridgePort Financial Solutions, LLC 1.30% Add +13.4% 7,269 $4.8M
QRG Capital Management, Inc. 0.06% Reduce -55.3% 7,268 $4.8M
Morse Asset Management, Inc 0.97% Add +10.3% 7,264 $4.8M
Avalon Trust Co 0.31% Reduce -5.5% 7,263 $4.8M
Essential Planning, LLC. 1.66% Add +56.7% 7,258 $4.8M
Rockingstone Advisors LLC 2.38% Reduce -1.4% 7,250 $4.8M
Raffa Wealth Management, LLC 0.87% Reduce -0.8% 7,244 $4.8M
Sagespring Wealth Partners, LLC 0.09% Reduce -0.1% 142,947 $4.8M
Madden Advisory Services, Inc. 2.02% Reduce -3.3% 7,203 $4.8M
DHJJ Financial Advisors, Ltd. 1.62% Reduce -1.1% 7,181 $4.8M
Twin Peaks Wealth Advisors, LLC 1.63% Add +5.0% 7,162 $4.8M
Retirement Guys Formula LLC 1.68% Add +9.1% 7,157 $4.8M
Resurgent Financial Advisors LLC 2.34% Reduce -1.4% 7,145 $4.8M
Quartz Partners, LLC 1.72% Add +11.5% 7,144 $4.8M
Abacus Planning Group, Inc. 0.66% Add +13.2% 7,134 $4.8M
Hamilton Point Investment Advisors, LLC 0.74% No change 7,109 $4.7M
Winch Advisory Services, LLC 1.07% Reduce -0.5% 7,127 $4.7M
Alpha Cubed Investments, LLC 0.17% Reduce -13.7% 7,123 $4.7M
ICONIQ Capital, LLC 0.06% Add +0.0% 7,122 $4.7M
Moneda S.A. Administradora General de Fondos 5.24% No change 6,954 $4.7M
Consolidated Portfolio Review Corp 0.60% Add +3.1% 7,111 $4.7M
Woodmont Investment Counsel LLC 0.31% Add +5.7% 7,090 $4.7M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Add +3.3% 7,087 $4.7M
Sonata Capital Group Inc. 1.74% Add +0.3% 7,071 $4.7M
Elm Partners Management LLC 0.24% Add +242.5% 7,063 $4.7M
Two Point Capital Management, Inc. 1.89% Reduce -1.2% 7,059 $4.7M
Financial Perspectives, Inc 1.30% Reduce -1.2% 7,056 $4.7M
Boston Research & Management Inc. 1.04% Reduce -0.7% 7,046 $4.7M
Visionary Wealth Advisors 0.22% Add +0.8% 7,046 $4.7M
Signature Wealth Management Partners, LLC 2.46% No change 7,045 $4.7M
Wealthstream Advisors, Inc. 0.71% Reduce -23.0% 7,042 $4.7M
Liberty Wealth Management LLC 0.66% Add +383.2% 7,011 $4.7M
Eagle Capital Management LLC 0.01% Add +96.7% 7,010 $4.7M
Resolute Wealth Strategies, LLC 2.13% Reduce -0.7% 7,000 $4.7M
Delta Investment Management, LLC 0.84% Reduce -1.9% 6,997 $4.7M
Crumly & Associates Inc. 1.01% Add +0.8% 6,964 $4.6M
Parcion Private Wealth LLC 0.29% Reduce -20.3% 6,921 $4.6M
Nikulski Financial, Inc. 1.16% Reduce -1.6% 6,920 $4.6M
Waterfront Wealth Inc. 0.94% Reduce -3.7% 6,909 $4.6M
Austin Asset Management Co Inc 0.88% Add +2.8% 6,912 $4.6M
Essex Bank 1.04% Add +2.6% 6,911 $4.6M
Tennessee Valley Asset Management Partners 0.62% Reduce -3.8% 6,909 $4.6M
Maripau Wealth Management LLC 2.32% Add +27.7% 6,909 $4.6M
Clarendon Private LLC 4.17% Add +0.1% 6,895 $4.6M
Auxano Advisors, LLC 0.98% Reduce -23.1% 6,893 $4.6M
Outlook Wealth Advisors, LLC 1.14% Add +30.0% 6,852 $4.6M
Clear Point Advisors Inc. 3.54% Reduce -0.8% 6,838 $4.6M
Courage Capital Management LLC 6.00% No change 6,821 $4.5M
Charter Oak Capital Management, LLC 0.36% Reduce -1.0% 6,819 $4.5M
GatePass Capital, LLC 2.66% Add +11.8% 6,810 $4.5M
Invesco Ltd. 0.00% Add +3.4% 6,809 $4.5M
Ironclad Investments LLC 2.15% No change 6,805 $4.5M
Earned Wealth Advisors, LLC 0.75% Add +4.0% 6,797 $4.5M
Total Clarity Wealth Management, Inc. 1.20% Reduce -6.6% 6,792 $4.5M
Roffman Miller Associates Inc. 0.25% Add +0.4% 6,787 $4.5M
Curbstone Financial Management Corp 0.87% Add +18.7% 6,767 $4.5M
XTX Topco Ltd 0.23% Add +418.7% 6,754 $4.5M
Highland Capital Management, LLC 0.22% No change 6,748 $4.5M
United Bank 0.54% Reduce -21.9% 6,738 $4.5M
Cascades Capital Asset Management, LLC 2.00% Reduce -2.0% 6,725 $4.5M
Steph & Co. 1.36% No change 6,704 $4.5M
Mengis Capital Management, Inc. 0.88% Reduce -1.1% 6,699 $4.5M
Generation Capital Management LLC 3.23% Reduce -1.3% 6,699 $4.5M
Edge Wealth Management LLC 0.79% Reduce -2.9% 6,698 $4.5M
Texas Capital Bancshares Inc 1.75% No change 6,684 $4.5M
M.E. Allison & Co., Inc. 3.11% Add +3.6% 6,680 $4.5M
Libra Wealth LLC 1.34% Reduce -4.6% 6,678 $4.4M
Wealthspire Retirement, LLC 0.28% Reduce -13.7% 6,677 $4.4M
Tableaux LLC 1.78% Add +92.6% 6,669 $4.4M
FSM Wealth Advisors, LLC 0.63% Add +5.9% 6,668 $4.4M
SeaBridge Investment Advisors LLC 0.72% No change 6,655 $4.4M
Midland Wealth Advisors, LLC 0.24% Add +0.7% 6,641 $4.4M
Ridgecrest Wealth Partners, LLC 2.00% Reduce -3.9% 6,634 $4.4M
Riggs Asset Managment Co. Inc. 0.96% Add +568.1% 6,634 $4.4M
Bennett Selby Investments LP 1.46% Add +0.1% 6,627 $4.4M
Insight Wealth Strategies, LLC 0.52% Reduce -0.7% 6,620 $4.4M
Semus Wealth Partners LLC 2.50% Reduce -1.9% 6,618 $4.4M
ARS Wealth Advisors Group, LLC 0.44% Add +88.0% 6,615 $4.4M
Semitam Bonam LLC 3.94% Reduce -1.4% 6,613 $4.4M
Enclave Advisors LLC 0.67% Add +0.1% 6,608 $4.4M
Home Federal Bank of Tennessee 1.18% No change 6,602 $4.4M
Horizon Wealth Management, LLC 0.65% Add +0.0% 6,602 $4.4M
Sunesis Advisors, LLC 2.05% — 6,593 $4.4M
Keebeck Wealth Management 0.52% Reduce -0.0% 6,566 $4.4M
MetLife Inc 39.41% Add +0.2% 6,576 $4.4M
Griffith & Werner, Inc. 2.27% — 6,424 $4.4M
Brookwood Investment Group LLC 0.56% Reduce -36.2% 6,559 $4.4M
Ranch Capital Advisors Inc. 1.69% Reduce -2.1% 6,540 $4.4M
Howard Wealth Management, LLC 2.01% Add +0.0% 6,549 $4.4M
Thoroughbred Financial Services, LLC 0.27% Reduce -3.0% 6,538 $4.4M
Juncture Wealth Strategies, LLC 1.45% Reduce -2.2% 6,509 $4.3M
American State Bank (Iowa) 2.21% Add +0.3% 6,497 $4.3M
Investmark Advisory Group LLC 1.88% Reduce -1.0% 6,490 $4.3M
Eagle Global Advisors LLC 0.17% Reduce -1.0% 6,485 $4.3M
Element Wealth, LLC 1.88% Reduce -22.6% 6,481 $4.3M
AXS Investments LLC 1.35% New 6,700 $4.3M
Wealth Watch Advisors, INC 1.77% Add +367.8% 6,441 $4.3M
Everett Harris & Co. 0.05% Add +0.6% 6,436 $4.3M
North Capital, Inc. 3.32% Add +0.1% 6,436 $4.3M
First Interstate Bank 0.24% Add +1.3% 6,432 $4.3M
Fragasso Financial Advisors Inc 0.27% Add +1.2% 6,385 $4.3M
Sterling Financial Group, Inc. 1.35% No change 6,413 $4.3M
Per Stirling Capital Management, LLC. 0.51% No change 6,412 $4.3M
Mirabaud & Cie SA 1.36% No change 6,411 $4.3M
Beacon Financial Advisory LLC 0.99% Add +0.5% 6,407 $4.3M
Comprehensive Financial Consultants Institutional, Inc. 1.32% Add +7.7% 6,403 $4.3M
Alamea Verwaltungs GmbH 2.91% No change 6,401 $4.3M
Graves Light Lenhart Wealth, Inc. 0.47% Add +1.5% 6,386 $4.3M
Jaffetilchin Investment Partners, LLC 0.25% Add +0.1% 6,376 $4.2M
Moss Adams Wealth Advisors LLC 0.33% Add +60.0% 6,355 $4.2M
Mayport, LLC 0.92% Add +3.6% 6,365 $4.2M
Elevation Wealth Partners, LLC 1.53% Reduce -0.4% 6,365 $4.2M
Drucker Wealth 3.0, LLC 0.75% Reduce -4.3% 6,354 $4.2M
Stonebridge Financial Group, LLC 0.37% Add +1.0% 6,343 $4.2M
Boston Trust Walden Corp 0.03% No change 6,318 $4.2M
Stephenson & Company, Inc. 2.41% Add +0.0% 6,308 $4.2M
First United Bank & Trust 1.36% Reduce -0.5% 6,307 $4.2M
Orgel Wealth Management, LLC 0.10% Reduce -5.3% 6,299 $4.2M
M3 Advisory Group, LLC 2.60% Add +2.9% 6,264 $4.2M
Tillman Hartley LLC 1.08% Add +9.1% 6,261 $4.2M
BCM Advisors, LLC 0.84% No change 6,068 $4.2M
Reynders McVeigh Capital Management, LLC 0.20% Reduce -2.6% 6,254 $4.2M
Councilmark Asset Management, LLC 2.39% No change 6,245 $4.2M
Farmers National Bank 0.99% Reduce -0.9% 6,244 $4.2M
Park National Corp. 0.13% Reduce -3.9% 6,243 $4.2M
Tanglewood Legacy Advisors, LLC 1.61% Add +0.4% 6,241 $4.2M
Colonial Trust Co / SC 0.56% Reduce -0.3% 6,239 $4.2M
Luminvest Wealth Management LLC 1.35% Reduce -23.1% 6,232 $4.2M
Forza Wealth Management, LLC 1.59% Add +1.0% 6,229 $4.1M
Dunhill Financial, LLC 1.39% Reduce -22.5% 6,227 $4.1M
Willis Johnson & Associates, Inc. 0.26% Add +8.1% 6,219 $4.1M
D. Scott Neal, Inc. 1.91% Reduce -10.3% 6,211 $4.1M
Pullen Investment Management, LLC 2.22% No change 6,165 $4.1M
Octavia Wealth Advisors, LLC 0.41% Add +12.4% 6,110 $4.1M
One Wealth Management Investment & Advisory Services, LLC 4.74% Add +14.2% 6,121 $4.1M
Sage Financial Group Inc. 0.28% Reduce -0.9% 6,118 $4.1M
F&V Capital Management, LLC 0.91% Add +1.7% 6,116 $4.1M
Werba Rubin Papier Wealth Management 0.66% Add +27.2% 6,113 $4.1M
Ramsay, Stattman, Vela & Price, Inc. 0.73% Add +1.0% 6,111 $4.1M
UNIVEST FINANCIAL Corp 0.23% Add +2.2% 6,110 $4.1M
Affiance Financial, LLC 0.74% Reduce -2.0% 6,108 $4.1M
Capital Insight Partners, LLC 0.67% Add +0.7% 6,104 $4.1M
Koss-Olinger Consulting, LLC 0.34% Reduce -0.8% 6,578 $4.1M
Zions Bancorporation, National Association 0.20% Reduce -9.3% 6,094 $4.1M
Invst, LLC 0.46% Reduce -1.1% 6,080 $4.1M
Cove Private Wealth, LLC 1.30% No change 6,073 $4.0M
Paradigm, Strategies in Wealth Management, LLC 2.59% Reduce -3.7% 6,070 $4.0M
Kelman-Lazarov, Inc. 0.60% Add +5.9% 6,068 $4.0M
Uptick Partners, LLC 1.06% Reduce -3.9% 6,064 $4.0M
North Star Asset Management Inc. 0.16% Add +0.5% 6,049 $4.0M
PDS Planning, Inc 0.28% Reduce -1.0% 6,048 $4.0M
Braun Stacey Associates Inc. 0.13% Reduce -5.5% 6,047 $4.0M
Silvant Capital Management LLC 0.14% No change 6,045 $4.0M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $4.0M
Tradition Wealth Management, LLC 0.30% Reduce -0.6% 6,038 $4.0M
Essex LLC 0.73% Add +0.5% 6,020 $4.0M
Horizon Investment Services, LLC 1.51% Add +1.6% 6,017 $4.0M
Lockheed Martin Investment Management Co. 0.15% Reduce -70.0% 6,000 $4.0M
LOM Asset Management Ltd 1.22% Reduce -3.7% 5,980 $4.0M
K.J. Harrison & Partners Inc 0.57% Add +2.1% 5,950 $4.0M
Wynn Capital, LLC 1.93% Reduce -0.4% 5,976 $4.0M
Security Financial Services, INC. 0.64% Reduce -3.0% 5,975 $4.0M
Cahill Financial Advisors Inc. 0.45% Reduce -6.9% 5,964 $4.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.64% Reduce -0.9% 5,950 $4.0M
Henrickson Nauta Wealth Advisors, Inc. 1.25% Add +1.2% 5,949 $4.0M
Gold Investment Management Ltd. 1.33% Add +1.6% 5,945 $4.0M
Ameriflex Group, Inc. 1.48% Add +34.4% 5,944 $4.0M
Waycross Investment Management Co 4.03% Reduce -0.7% 5,934 $4.0M
Optima Capital LLC 1.92% Add +4.1% 5,920 $4.0M
Financial Advocates Investment Management 2.22% Reduce -91.4% 5,931 $4.0M
Strategic Investment Management, LLC 2.14% Reduce -11.8% 5,930 $4.0M
First National Bank Sioux Falls 1.23% No change 5,929 $3.9M
Opal Wealth Advisors, LLC 1.10% Reduce -5.1% 5,921 $3.9M
CWS Financial Advisors, LLC 1.09% Add +0.9% 5,920 $3.9M
LYNX Capital Group Ltd. 1.83% No change 5,919 $3.9M
City Holding Co. 0.50% Reduce -9.9% 5,914 $3.9M
FourThought Financial Partners, LLC 0.35% Add +80.9% 5,905 $3.9M
SGL Investment Advisors, Inc. 1.66% Add +22.1% 5,755 $3.9M
Brevan Howard Capital Management LP 0.06% New 5,892 $3.9M
Tritonpoint Wealth, LLC 0.34% Reduce -2.3% 5,866 $3.9M
GW&K Investment Management, LLC 0.03% Add +0.2% 5,879 $3.9M
Merkkuri Wealth Advisors LLC 2.84% Reduce -13.9% 5,878 $3.9M
Prasad Wealth Partners, LLC 1.09% Add +0.1% 5,868 $3.9M
Towerpoint Wealth, LLC 1.60% Add +0.4% 5,860 $3.9M
Next Capital Management LLC 1.30% Add +1.3% 5,848 $3.9M
Weinberger Asset Management, Inc 1.41% Reduce -10.1% 5,843 $3.9M
Fagan Associates, Inc. 0.54% Reduce -0.0% 5,833 $3.9M
Summit Financial Wealth Advisors, LLC 0.60% Reduce -0.2% 5,807 $3.9M
Smith Asset Management Co., LLC 3.30% Add +1.9% 5,811 $3.9M
Capital City Trust Co. 0.95% Add +0.5% 5,817 $3.9M
Roberts Glore & Co. Inc. 1.06% No change 5,816 $3.9M
Northwest Bancshares, Inc. 0.64% Reduce -4.1% 5,812 $3.9M
Summit Place Financial Advisors, LLC 1.82% Add +5.2% 5,805 $3.9M
Ewa, LLC 1.07% No change 5,799 $3.9M
Castleview Partners, LLC 2.10% Add +0.6% 5,793 $3.9M
Ofc Financial Planning, LLC 3.81% Reduce -7.3% 5,783 $3.9M
Monograph Wealth Advisors, LLC 0.39% Reduce -19.5% 5,753 $3.8M
State of Alaska, Department of Revenue 0.04% Reduce -87.4% 5,763 $3.8M
Turn8 Private Wealth Inc. 2.76% Reduce -46.5% 5,762 $3.8M
Holderness Investments Co. 0.78% Add +2.9% 5,755 $3.8M
Donaldson Capital Management, LLC 0.12% Add +2.6% 5,741 $3.8M
Weaver Consulting Group 0.97% Add +0.1% 5,738 $3.8M
SC&H Financial Advisors, Inc. 0.62% Reduce -0.9% 5,733 $3.8M
Clarkston Capital Partners, LLC 0.08% Add +32.4% 5,725 $3.8M
Alterna Wealth Management, Inc. 3.14% Reduce -21.0% 5,721 $3.8M
Burney Co./ 0.12% Add +0.3% 5,702 $3.8M
Obsidian Cio, LLC 0.50% Add +2.0% 5,697 $3.8M
Gemmer Asset Management LLC 0.31% Reduce -0.4% 5,689 $3.8M
Coign Capital Advisors LLC 2.08% Reduce -7.0% 5,682 $3.8M
Parsons Capital Management Inc. 0.21% Add +0.3% 5,660 $3.8M
Caitlin John, LLC 2.62% Add +6.2% 5,650 $3.8M
Inspirion Wealth Advisors, LLC 0.53% Add +8.2% 6,556 $3.8M
Hennion & Walsh Asset Management, Inc. 0.14% Add +3.8% 5,645 $3.8M
Sandy Cove Advisors, LLC 1.20% Reduce -6.6% 5,645 $3.8M
Cornerstone Advisory, LLC 0.37% Add +0.5% 5,639 $3.8M
Wood Tarver Financial Group, LLC 1.11% Reduce -0.5% 5,632 $3.8M
Duncker Streett & Co. Inc. 0.65% Reduce -0.2% 5,623 $3.7M
Hassell Wealth Management, LLC 1.30% Add +3.6% 5,619 $3.7M
Rational Advisors, Inc. 0.39% Reduce -18.6% 5,606 $3.7M
Maridea Wealth Management LLC 0.58% Add +647.0% 5,558 $3.7M
Vawter Financial, Ltd. 1.69% Add +768.9% 5,596 $3.7M
Welch Group, LLC 0.15% Add +10.7% 5,592 $3.7M
Optivise Advisory Services LLC 2.22% Reduce -25.8% 5,591 $3.7M
DDD Partners, LLC 0.24% Reduce -26.4% 5,559 $3.7M
Gilbert & Cook, Inc. 0.47% Reduce -1.4% 5,538 $3.7M
Apollon Financial, LLC 0.62% Add +16.6% 5,535 $3.7M
Fire Capital Management LLC 2.12% Reduce -44.4% 5,533 $3.7M
Northstar Group, Inc. 0.56% No change 5,524 $3.7M
LVW Advisors, LLC 0.38% Add +63.3% 5,513 $3.7M
Harmony Asset Management LLC 1.26% Add +3.7% 5,513 $3.7M
Bearing Point Capital, LLC 0.63% Reduce -0.1% 5,512 $3.7M
1834 Investment Advisors Co. 0.45% Reduce -0.1% 5,506 $3.7M
Permanent Capital Management, LP 0.68% — 5,482 $3.7M
Mitchell Sinkler & Starr 1.65% No change 5,495 $3.7M
Mason & Associates, LLC 0.92% No change 5,917 $3.7M
BankPlus Wealth Management LLC 2.15% Reduce -2.0% 5,476 $3.6M
Spirepoint Private Client, LLC 0.38% Reduce -0.4% 5,468 $3.6M
Evensky & Katz LLC 0.21% Add +3.1% 5,466 $3.6M
Mitchell McLeod Pugh & Williams Inc. 0.58% Reduce -0.6% 5,293 $3.6M
WJ Financial Advisors LLC 3.52% — 5,442 $3.6M
Redmont Wealth Advisors LLC 5.05% Add +0.8% 5,437 $3.6M
Epacria Capital Partners, LLC 2.95% No change 5,432 $3.6M
High Falls Advisors, Inc 0.74% Reduce -7.0% 5,427 $3.6M
Raab & Moskowitz Asset Management LLC 0.81% Reduce -3.5% 5,419 $3.6M
Patton Albertson Miller Group, LLC 0.44% Add +8.4% 5,413 $3.6M
Roehl & Yi Investment Advisors, LLC 1.57% Reduce -0.9% 5,408 $3.6M
Cape Cod Five Cents Savings Bank 0.33% No change 6,278 $3.6M
Middleton & Co. Inc. 0.39% Add +0.9% 5,399 $3.6M
Realta Investment Advisors 1.20% Add +108.6% 5,389 $3.6M
Sivia Capital Partners, LLC 1.01% No change 5,379 $3.6M
Beaird Harris Wealth Management, LLC 0.25% Add +0.1% 5,379 $3.6M
Charter Research & Investment Group, Inc. 2.48% Add +0.6% 5,365 $3.6M
Sittner & Nelson, LLC 1.30% Reduce -0.3% 5,355 $3.6M
Denver Wealth Management, Inc. 1.31% Reduce -2.1% 5,350 $3.6M
OP Asset Management Ltd 0.05% No change 5,345 $3.6M
Freestate Advisors LLC 2.98% Add +46.5% 5,336 $3.6M
Watershed Private Wealth LLC 1.12% Reduce -1.4% 5,327 $3.5M
Ironwood Investment Counsel, LLC 0.52% Reduce -6.1% 5,312 $3.5M
Parisi Gray Wealth Management 0.92% Reduce -4.2% 5,308 $3.5M
Mason Investment Advisory Services, Inc. 0.18% Add +0.1% 5,292 $3.5M
Clark Capital Management Group, Inc. 0.02% Add +18.1% 5,276 $3.5M
Greykasell Wealth Strategies, Inc. 1.48% Reduce -0.3% 5,273 $3.5M
Bangor Savings Bank 0.29% Reduce -0.4% 5,273 $3.5M
Aviance Capital Partners, LLC 0.42% Add +13.0% 5,247 $3.5M
Logan Stone Capital, LLC 1.58% Reduce -74.9% 5,235 $3.5M
Summit Financial Strategies, Inc. 0.30% Add +0.1% 5,233 $3.5M
Breakwater Capital Group 0.51% Reduce -8.2% 5,208 $3.5M
East Coast Asset Management, LLC. 1.09% No change 5,206 $3.5M
Financial Synergies Wealth Advisors, Inc. 0.35% Add +0.7% 5,191 $3.5M
Fielder Capital Group LLC 0.79% Reduce -0.2% 5,189 $3.5M
Duncan Williams Asset Management, LLC 0.97% Add +1.1% 5,184 $3.5M
SP Asset Management LLC 0.27% Add +6.6% 5,182 $3.5M
Omega Financial Group, LLC 1.16% Reduce -1.1% 5,179 $3.5M
WMG Financial Advisors, LLC 1.15% Reduce -1.6% 5,176 $3.4M
Cardinal Point Capital Management ULC 0.24% Add +83.9% 5,180 $3.4M
Beaumont Financial Advisors, LLC 0.23% Add +1.9% 5,171 $3.4M
Governors Lane LP 0.48% New 5,170 $3.4M
Eagle Wealth Strategies LLC 1.71% Reduce -2.7% 5,167 $3.4M
Leeward Financial Partners, LLC 0.98% No change 5,164 $3.4M
Lynx Investment Advisory 2.06% Add +37.9% 5,157 $3.4M
Paladin Advisory Group, LLC 2.68% Reduce -0.6% 5,156 $3.4M
Advanced Asset Management Advisors Inc 0.92% Add +7.6% 5,152 $3.4M
Black Diamond Financial, LLC 0.38% Add +3.7% 5,144 $3.4M
Warner Financial, Inc. 1.28% Add +0.0% 5,138 $3.4M
Spinnaker Investment Group, LLC 0.64% Add +83.9% 5,137 $3.4M
Greenfield Savings Bank 1.44% Add +0.7% 5,128 $3.4M
Strait & Sound Wealth Management LLC 1.31% No change 5,125 $3.4M
Financial Advisors Network, Inc. 0.48% Reduce -6.6% 5,103 $3.4M
Valley Wealth Managers, Inc. 0.22% Add +0.3% 5,092 $3.4M
Lawson Kroeker Investment Management Inc. 0.62% No change 5,083 $3.4M
Epiq Partners, LLC 1.65% No change 5,069 $3.4M
VeraBank, N.A. 0.63% Add +13.7% 5,046 $3.4M
Rice Partnership, LLC 0.48% Add +24.2% 5,034 $3.4M
First County Bank 1.71% Reduce -9.3% 5,031 $3.4M
Rovin Capital /Ut/ 0.93% Reduce -0.2% 5,027 $3.3M
Noesis Capital Mangement Corp. 0.52% Reduce -1.6% 5,026 $3.3M
Asset Management Group, Inc. 0.55% Add +0.3% 5,021 $3.3M
Wealth Management Partners, LLC 1.06% Add +0.0% 5,020 $3.3M
LGT Financial Advisors LLC 7.20% Add +0.2% 5,008 $3.3M
Cooper Financial Group 0.37% Reduce -2.8% 5,008 $3.3M
Pavion Blue Capital, LLC 1.42% No change 5,002 $3.3M
Glaxis Capital Management, LLC 5.53% New 5,000 $3.3M
Broderick Brian C 0.63% No change 5,000 $3.3M
Shay Capital LLC 0.60% New 5,000 $3.3M
Tranquilli Financial Advisor LLC 1.97% Add +8.9% 4,999 $3.3M
Financial Enhancement Group LLC 0.45% Add +10.6% 4,945 $3.3M
Private Wealth Group, LLC 1.66% Add +3.0% 4,994 $3.3M
Alpha Wealth Funds, LLC 2.72% Reduce -17.6% 4,991 $3.3M
Steel Grove Capital Advisors, LLC 0.40% No change 5,380 $3.3M
Asset Allocation & Management Company, LLC 1.41% No change 4,979 $3.3M
Garrison Point Advisors, LLC 1.39% Add +15.2% 4,976 $3.3M
Center for Financial Planning, Inc. 0.35% Reduce -0.1% 4,974 $3.3M
Cottage Street Advisors LLC 1.41% Add +0.7% 4,973 $3.3M
Verus Financial Partners, Inc. 0.32% Reduce -2.8% 4,971 $3.3M
Virtus Wealth Solutions LLC 0.64% Add +0.8% 4,962 $3.3M
PBMares Wealth Management LLC 0.54% Add +0.0% 4,958 $3.3M
Searle & Co. 0.88% Add +2.1% 4,950 $3.3M
Trust Co of the South 0.55% Reduce -54.1% 4,945 $3.3M
Builder Investment Group Inc. 0.74% Add +8.0% 4,943 $3.3M
Brandywine Oak Private Wealth LLC 0.29% Reduce -1.5% 4,941 $3.3M
Bank Ozk 1.16% Reduce -3.6% 4,934 $3.3M
Madrona Financial Services, LLC 0.72% Reduce -2.5% 4,933 $3.3M
Compass Wealth Management LLC 0.73% Reduce -1.6% 4,932 $3.3M
Meridian Investment Counsel Inc. 0.81% Reduce -7.0% 4,926 $3.3M
Pacific Center for Financial Services 0.84% Add +3.0% 4,917 $3.3M
Pennsylvania Capital Management Inc. 0.96% Reduce -1.7% 4,913 $3.3M
CCG Wealth Management, LLC 1.54% Add +21.6% 4,910 $3.3M
Manchester Financial Inc. 0.65% Add +1.5% 4,905 $3.3M
Chicago Wealth Management, Inc. 1.42% Add +2.9% 4,905 $3.3M
Power Wealth Management LLC 1.19% Reduce -6.6% 4,903 $3.3M
Harbour Capital Advisors, LLC 0.66% Reduce -4.3% 4,844 $3.2M
Ironwood Financial, llc 0.57% Reduce -3.4% 4,854 $3.2M
Trilogy Capital Inc. 0.15% Add +1.8% 4,845 $3.2M
Olde Wealth Management, LLC 0.99% — 4,728 $3.2M
Zevenbergen Capital Investments LLC 0.06% Add +2.8% 4,835 $3.2M
Fortress Financial Group, LLC 2.46% Reduce -1.6% 4,815 $3.2M
Stokes Family Office, LLC 0.30% Add +4.1% 4,812 $3.2M
Spectrum Wealth Advisory Group, LLC 1.32% Reduce -0.0% 4,812 $3.2M
Integrated Financial Solutions, Inc. 2.21% Reduce -0.5% 4,811 $3.2M
Red Door Wealth Management, LLC 0.34% Add +7.8% 4,808 $3.2M
Ellevest, Inc. 0.46% Add +0.0% 4,795 $3.2M
Noked Israel Ltd 0.50% No change 4,794 $3.2M
Gladwyn Financial Advisors, Inc. 2.29% Add +0.5% 4,791 $3.2M
Sierra Summit Advisors LLC 0.49% Add +27.5% 4,787 $3.2M
Curran Financial Partners, LLC 0.63% Add +3.9% 4,785 $3.2M
Mathes Company, Inc. 1.15% No change 4,780 $3.2M
Cascade Financial Partners, LLC 0.36% Reduce -18.7% 4,776 $3.2M
Main Street Group, LTD 1.02% Add +4.3% 4,762 $3.2M
Rollins Financial Advisors, LLC 0.48% Reduce -2.2% 4,761 $3.2M
Olistico Wealth, LLC 1.68% Add +1.2% 4,759 $3.2M
Axis Wealth Partners, LLC 1.85% Add +0.1% 4,752 $3.2M
Clarity Capital Advisors, LLC 1.72% Add +0.0% 4,750 $3.2M
Verum Partners LLC 0.67% Add +1.9% 4,744 $3.2M
Smith Salley Wealth Management 0.16% Reduce -3.1% 4,736 $3.2M
Vicus Capital 0.24% Add +354.0% 31,201 $3.1M
Mirador Capital Partners LP 0.45% Add +1.9% 4,723 $3.1M
Virtue Asset Management LLC 2.65% — 4,720 $3.1M
Fortem Financial Group, LLC 0.90% Reduce -1.0% 4,720 $3.1M
SOA Wealth Advisors, LLC. 0.51% Reduce -2.0% 4,715 $3.1M
Buck Wealth Strategies, LLC 0.43% Reduce -0.1% 4,708 $3.1M
Shaker Financial Services, LLC 1.07% Add +739.1% 4,682 $3.1M
Ameraudi Asset Management, Inc. 1.89% Reduce -3.0% 4,688 $3.1M
Barnes Wealth Management Group, Inc 1.72% Add +5.6% 4,675 $3.1M
Armstrong Henry H Associates Inc. 0.28% Add +0.1% 4,673 $3.1M
Leigh Baldwin & Co., LLC 1.74% Add +2.0% 4,652 $3.1M
Aurelius Family Office LLC 1.37% Reduce -0.8% 4,638 $3.1M
Wallington Asset Management, LLC 0.40% Reduce -17.8% 4,637 $3.1M
Evelyn Partners Asset Management Ltd 0.70% Reduce -14.2% 4,634 $3.1M
Merrion Investment Management Co, LLC 1.76% Reduce -0.0% 4,607 $3.1M
Elwood & Goetz Wealth Advisory Group, LLC 0.59% Add +4.2% 4,606 $3.1M
Laffer Tengler Investments, Inc. 0.58% Add +143.3% 4,604 $3.1M
Equita Financial Network, Inc. 1.03% Reduce -0.2% 4,594 $3.1M
Ceeto Capital Group, LLC 0.89% Reduce -9.8% 4,580 $3.1M
Peterson Wealth Services 0.76% Reduce -71.4% 1,260 $3.1M
Newman Dignan & Sheerar, Inc. 0.66% Reduce -1.7% 4,587 $3.1M
Trust Co. of Toledo NA 0.31% Add +7.7% 4,572 $3.0M
Cahaba Wealth Management, Inc. 0.22% Reduce -1.9% 4,567 $3.0M
AssuredPartners Investment Advisors, LLC 0.68% Add +49.3% 4,567 $3.0M
Affinity Capital Advisors, LLC 0.47% Reduce -0.1% 4,542 $3.0M
Cadinha & Co. LLC 0.41% Add +0.2% 4,551 $3.0M
Private Advisory Group LLC 0.26% Reduce -86.5% 4,547 $3.0M
MV Capital Management, Inc. 0.29% Reduce -1.1% 4,547 $3.0M
Charles Schwab Trust Co 0.21% Add +19.5% 4,545 $3.0M
Longview Financial Advisors, Inc. 2.16% Add +0.0% 4,544 $3.0M
Stenger Family Office, LLC 0.62% Add +4.6% 4,417 $3.0M
Fortress Private Ledger, LLC 1.10% Reduce -5.8% 4,534 $3.0M
1 North Wealth Services LLC 1.24% Reduce -1.0% 4,528 $3.0M
Integral Investment Advisors, Inc. 0.81% Add +1.5% 4,516 $3.0M
Tufton Capital Management 0.54% Add +0.3% 4,516 $3.0M
Colonial Trust Advisors 0.23% Add +66.8% 4,503 $3.0M
Acorn Wealth Advisors, LLC 0.94% Add +136.5% 4,503 $3.0M
Marshall & Sullivan Inc. 1.39% Reduce -1.0% 4,502 $3.0M
Patriot Investment Management Group, Inc. 0.20% Reduce -3.6% 4,488 $3.0M
Bull Street Advisors, LLC 1.40% Reduce -0.1% 4,487 $3.0M
Centurion Wealth Management LLC 0.68% Add +2.1% 4,481 $3.0M
Geometric Wealth Advisors 0.40% Add +2.0% 4,471 $3.0M
Yacktman Asset Management 0.04% Add +27.5% 4,467 $3.0M
Wellington Shields & Co., LLC 0.77% Add +1.6% 4,460 $3.0M
PUREfi Wealth, LLC 2.28% Reduce -4.9% 4,450 $3.0M
River Street Advisors LLC 1.15% No change 4,441 $3.0M
Arbor Wealth Advisors LLC 2.21% No change 4,441 $3.0M
Cooper/Haims Advisors, LLC 1.38% Reduce -2.0% 4,440 $3.0M
TPG Advisors LLC 1.95% Add +0.3% 4,440 $3.0M
Clearbridge Investments, LLC 0.00% Reduce -55.7% 4,433 $3.0M
Maple Capital Management, Inc. 0.19% Add +2.2% 4,421 $2.9M
Consilium Wealth Advisory, LLC 1.14% Reduce -0.5% 4,418 $2.9M
BNC Wealth Management, LLC 0.74% Reduce -1.4% 4,418 $2.9M
Red Lighthouse Investment Management, LLC 1.03% No change 4,417 $2.9M
Hillman Co. 0.91% No change 4,411 $2.9M
Cooksen Wealth, LLC 2.19% No change 4,409 $2.9M
MPS Loria Financial Planners, LLC 0.78% Add +1.7% 4,404 $2.9M
Cherrydale Wealth Management, LLC 0.92% Reduce -5.1% 4,400 $2.9M
McIlrath & Eck, LLC 0.30% Reduce -1.3% 4,396 $2.9M
Naviter Wealth, LLC 0.34% Add +30.2% 4,375 $2.9M
Confluence Wealth Services, Inc. 0.14% Reduce -0.7% 4,386 $2.9M
Lombard Odier Asset Management (USA) Corp 0.78% Add +43.4% 4,383 $2.9M
BCS Wealth Management 0.66% Reduce -0.7% 4,381 $2.9M
ProVise Management Group, LLC 0.22% Reduce -2.6% 4,380 $2.9M
10Elms LLP 3.02% No change 4,379 $2.9M
NorthStar Asset Management LLC 1.40% Add +2.0% 4,378 $2.9M
Park Edge Advisors, LLC 0.67% Add +5.0% 4,376 $2.9M
Paces Ferry Wealth Advisors, LLC 1.21% Reduce -1.8% 4,376 $2.9M
RFP Financial Group LLC 1.19% Reduce -30.1% 4,460 $2.9M
City State Bank 0.84% Add +0.2% 4,371 $2.9M
Grange Capital, LLC 2.80% Reduce -1.2% 4,354 $2.9M
SkyOak Wealth, LLC 0.55% Add +0.3% 4,353 $2.9M
Capstone Financial Advisors, Inc. 0.16% Add +12.6% 4,341 $2.9M
First Commonwealth Financial Corp 0.48% Reduce -5.7% 4,336 $2.9M
Aull & Monroe Investment Management Corp 1.48% Add +0.2% 4,333 $2.9M
Permanens Capital L.P. 0.43% Add +79.4% 4,318 $2.9M
Elevation Point Wealth Partners, LLC 0.20% Reduce -2.5% 4,308 $2.9M
James Investment Research, Inc. 0.31% Add +5.7% 4,314 $2.9M
BWM Planning, LLC 0.85% Reduce -3.7% 4,308 $2.9M
Private Capital Advisors, Inc. 0.32% Add +2.0% 4,306 $2.9M
Oarsman Capital, Inc. 0.40% Reduce -4.7% 4,301 $2.9M
Hilltop National Bank 0.70% Reduce -0.4% 4,283 $2.9M
WESCAP Management Group, Inc. 0.60% Add +0.1% 4,282 $2.9M
Warren Street Wealth Advisors, LLC 0.85% Add +0.1% 4,280 $2.9M
Kelleher Financial Advisors 0.72% Reduce -9.4% 4,279 $2.9M
Stone Summit Wealth LLC 0.81% Reduce -3.5% 4,278 $2.8M
D L Carlson Investment Group Inc. 0.48% Reduce -1.6% 4,255 $2.8M
Tidemark, LLC 0.82% Reduce -2.5% 4,248 $2.8M
National Wealth Management Group, LLC 1.07% Add +301.0% 4,247 $2.8M
Erickson Financial Group, LLC 1.78% Reduce -2.2% 4,243 $2.8M
Wellington Shields Capital Management, LLC 0.43% Add +14.6% 4,240 $2.8M
Fortitude Financial, LLC 2.32% Reduce -19.7% 45,033 $2.8M
TBH Global Asset Management, LLC 0.55% Add +0.6% 4,224 $2.8M
Prosperity Planning, Inc. 1.06% Reduce -6.8% 4,223 $2.8M
Yardley Wealth Management LLC 1.57% Add +4.8% 4,208 $2.8M
McDaniel Terry & Co. 0.23% Reduce -19.2% 4,203 $2.8M
Flaharty Asset Management, LLC 0.36% Reduce -3.2% 4,201 $2.8M
Archford Capital Strategies, LLC 0.33% Add +11.0% 4,196 $2.8M
Hoese & Co LLP 2.13% Reduce -8.1% 4,193 $2.8M
Team Hewins, LLC 0.94% Reduce -0.3% 4,178 $2.8M
Alpha Zero LLC 1.61% Add +0.1% 4,180 $2.8M
Worth Financial Advisory Group, LLC 1.56% Add +3.8% 4,178 $2.8M
IFC Advisors LLC 0.51% Reduce -1.2% 4,174 $2.8M
Pin Oak Investment Advisors Inc. 1.99% Add +1.6% 4,163 $2.8M
Claris Financial LLC 1.58% Add +13.7% 4,172 $2.8M
Allred Capital Management, LLC 0.96% Reduce -0.4% 4,148 $2.8M
Davidson Trust Co. 1.14% Add +1.2% 4,141 $2.8M
Suncoast Equity Management 0.28% Add +13.2% 4,140 $2.8M
Capital Research Global Investors 0.00% Add +71.6% 4,150 $2.8M
Baldwin Investment Management, LLC 0.31% Reduce -4.5% 4,122 $2.7M
Legacy Financial Advisors, Inc. 0.38% Add +53.1% 4,122 $2.7M
Pandora Wealth, Inc. 1.66% Reduce -4.4% 4,118 $2.7M
Blue Chip Partners, LLC 0.20% Reduce -1.8% 4,109 $2.7M
Lake Street Private Wealth, LLC 0.35% Reduce -1.3% 4,108 $2.7M
YANKCOM Partnership 1.23% Reduce -1.7% 4,106 $2.7M
Euclidean Capital LLC 1.15% No change 4,104 $2.7M
Wedgewood Investors Inc. 2.99% Reduce -1.2% 4,099 $2.7M
Sterling Investment Counsel, LLC 0.88% Add +552.4% 4,097 $2.7M
NFSG Corp 0.41% Reduce -8.8% 4,091 $2.7M
Hurley Capital, LLC 1.54% Add +36.2% 4,090 $2.7M
General Partner, Inc. 1.50% No change 4,088 $2.7M
Rydar Equities, Inc. 2.18% Reduce -13.9% 4,064 $2.7M
Hughes Financial Services, LLC 0.43% Reduce -1.9% 3,986 $2.7M
Annis Gardner Whiting Capital Advisors, LLC 0.56% Reduce -4.2% 4,063 $2.7M
Cambridge Advisors Inc. 0.53% Add +0.0% 4,072 $2.7M
Miramar Fiduciary Corp 2.13% No change 4,056 $2.7M
WNY Asset Management, LLC 0.26% Add +2.6% 4,060 $2.7M
Astoria Portfolio Advisors LLC. 0.71% Add +6.0% 4,006 $2.7M
OMNI 360 Wealth, Inc. 1.51% Reduce -0.5% 4,046 $2.7M
Baron Silver Stevens Financial Advisors, LLC 0.39% Add +0.2% 4,017 $2.7M
Sculati Wealth Management, LLC 0.94% No change 4,013 $2.7M
Tudor Financial Inc. 1.42% Reduce -0.3% 4,008 $2.7M
Spring Capital Management, LLC 1.31% No change 4,004 $2.7M
River Wealth Advisors LLC 0.31% Add +18.6% 4,004 $2.7M
Fiduciary Financial Group, LLC 0.42% Reduce -7.0% 4,003 $2.7M
Highlander Partners, L.P. 0.93% No change 4,000 $2.7M
Baldwin Wealth Partners LLC 0.17% Add +1.1% 3,997 $2.7M
Kornitzer Capital Management Inc. 0.05% No change 3,990 $2.7M
White Lighthouse Investment Management Inc. 0.40% Add +0.2% 3,987 $2.7M
Stonegate Investment Group, LLC 0.06% Add +0.1% 3,979 $2.7M
Insight 2811, Inc. 1.18% Reduce -0.9% 3,971 $2.6M
EdgeRock Capital LLC 0.74% Add +2.5% 3,969 $2.6M
Burford Brothers, Inc. 1.13% Reduce -0.1% 3,955 $2.6M
McCarthy & Cox 0.60% Add +10.2% 3,947 $2.6M
Panoramic Capital Partners, LLC 1.69% Add +1.6% 3,938 $2.6M
Goodman Financial Corp 0.51% Reduce -0.7% 3,934 $2.6M
Stonehage Fleming Financial Services Holdings Ltd 0.07% No change 3,926 $2.6M
Sheets Smith Wealth Management 0.30% Add +0.0% 3,914 $2.6M
Members Wealth LLC 1.65% — 3,900 $2.6M
Chesapeake Asset Management LLC 2.31% No change 3,904 $2.6M
Canal Capital Management, LLC 0.39% Reduce -3.1% 3,899 $2.6M
Chung Wu Investment Group, LLC 2.15% Add +2.6% 3,880 $2.6M
Lazari Capital Management, Inc. 0.88% Reduce -6.2% 3,876 $2.6M
Crescent Park Management, L.P. 1.14% Reduce -7.5% 3,872 $2.6M
Graybill Wealth Management, LTD. 0.79% Reduce -6.7% 3,866 $2.6M
Manhattan West Asset Management, LLC 0.54% Reduce -1.3% 3,859 $2.6M
Comprehensive Financial Planning, Inc. 1.76% Add +1.5% 3,848 $2.6M
LMCG Investments, LLC 0.15% Reduce -2.7% 3,846 $2.6M
Sawgrass Asset Management LLC 0.32% Reduce -1.4% 3,845 $2.6M
Grandfield & Dodd, LLC 0.15% No change 3,839 $2.6M
Goldstein Advisors, LLC 0.31% No change 3,832 $2.6M
Register Financial Advisors LLC 1.00% Reduce -0.1% 3,831 $2.6M
Global Assets Advisory, LLC 0.76% Add +15.6% 3,829 $2.6M
Eagle Rock Investment Company, LLC 0.38% Reduce -0.5% 3,822 $2.5M
Level Financial Advisors 0.72% Reduce -0.4% 3,809 $2.5M
Whalerock Point Partners, LLC 0.51% Reduce -5.7% 3,806 $2.5M
REDW Wealth LLC 0.96% Reduce -7.5% 3,804 $2.5M
Sugar Maple Asset Management, LLC 1.81% Add +40.7% 3,803 $2.5M
FMB Wealth Management 1.07% No change 3,802 $2.5M
GR Financial Group, LLC 0.58% Add +0.3% 3,795 $2.5M
CFC Planning Co LLC 2.12% Add +2.9% 3,794 $2.5M
Heritage Financial Services, LLC 0.23% Add +31.3% 3,789 $2.5M
CFO4Life Group, LLC 0.37% Add +0.3% 3,783 $2.5M
Bank of Nova Scotia Trust Co. 0.23% Reduce -0.3% 3,773 $2.5M
SMI Advisory Services, LLC 0.47% Reduce -14.1% 3,751 $2.5M
Signet Financial Management, LLC 0.29% Reduce -3.2% 3,743 $2.5M
WealthPLAN Partners, LLC 0.37% Add +103.7% 3,740 $2.5M
JNBA Financial Advisors 0.23% Reduce -1.6% 3,736 $2.5M
Lionshead Wealth Management, LLC 1.97% Reduce -0.3% 3,735 $2.5M
Disciplined Investments, LLC 0.99% Add +0.0% 3,734 $2.5M
Silvia McColl Wealth Management, LLC 1.67% Reduce -1.1% 3,706 $2.5M
BLVD Private Wealth, LLC 2.12% Reduce -3.0% 3,705 $2.5M
Wealth Alliance Advisory Group, LLC 0.45% Add +1.4% 3,705 $2.5M
O'ROURKE & COMPANY, Inc 1.03% Add +9.8% 3,702 $2.5M
Bayesian Capital Management, LP 0.50% Reduce -53.8% 3,700 $2.5M
ICW Investment Advisors LLC 0.90% Add +0.3% 3,699 $2.5M
V. M. Manning & Co., Inc. 2.24% No change 3,823 $2.5M
Chickasaw Capital Management LLC 0.10% No change 3,693 $2.5M
Bill Few Associates, Inc. 0.63% Reduce -0.4% 3,691 $2.5M
Maia Wealth LLC 0.41% Reduce -9.5% 3,599 $2.5M
Snider Financial Group 0.67% Reduce -1.4% 3,666 $2.4M
Novem Group 0.29% Reduce -70.5% 3,663 $2.4M
Barr E S & Co. 0.13% Reduce -1.4% 3,663 $2.4M
Ami Asset Management Corp. 0.14% Add +5.6% 3,662 $2.4M
BCR Wealth Strategies, LLC 0.86% Reduce -4.6% 3,662 $2.4M
Grove Street Fiduciary, LLC 1.15% Reduce -0.1% 3,651 $2.4M
Affinity Wealth Management LLC 0.35% Reduce -2.7% 3,635 $2.4M
Cranbrook Wealth Management, LLC 0.49% Add +0.6% 3,633 $2.4M
Falcon Wealth Planning 0.22% Add +3.4% 3,616 $2.4M
Uptown Financial Advisors LLC 2.12% Add +0.2% 3,614 $2.4M
Focused Wealth Management, Inc 0.26% Add +213.6% 3,609 $2.4M
Costello Asset Management, INC 0.81% Add +3.7% 3,609 $2.4M
Sage Advisors, LLC 1.72% Add +19.4% 3,609 $2.4M
Eldridge Investment Advisors, Inc. 0.55% Reduce -5.4% 3,598 $2.4M
Murphy & Mullick Capital Management Corp 1.78% Add +3.6% 3,579 $2.4M
Selective Wealth Management, Inc. 0.77% Reduce -0.2% 3,570 $2.4M
Leith Wheeler Investment Counsel Ltd. 0.16% Add +1.0% 3,585 $2.4M
Vaughan David Investments LLC 0.05% Add +6.6% 3,584 $2.4M
J.P. Marvel Investment Advisors, LLC 0.35% No change 3,582 $2.4M
Allegiance Financial Group Advisory Services LLC 0.55% Add +3.1% 3,571 $2.4M
Founders Grove Wealth Partners, LLC 0.56% Reduce -9.6% 3,579 $2.4M
Crossmark Global Holdings, Inc. 0.04% Add +32.0% 3,569 $2.4M
Interchange Capital Partners, LLC 0.47% Add +13.8% 3,567 $2.4M
Wagner Wealth Management, LLC 0.55% Add +0.5% 3,560 $2.4M
Evelyn Partners Investment Management LLP 0.07% Reduce -29.6% 3,559 $2.4M
United Advisor Group, LLC 0.32% Add +32.9% 3,558 $2.4M
Roberts Wealth Advisors, LLC 0.63% Add +3.9% 3,551 $2.4M
Chemistry Wealth Management LLC 0.46% Add +2.4% 3,548 $2.4M
Fairview Capital Investment Management, LLC 0.12% No change 3,540 $2.4M
Melfa Wealth Management, Inc. 1.38% Reduce -1.4% 3,534 $2.4M
Transce3nd, LLC 21.00% Reduce -80.8% 3,954 $2.4M
KMT Wealth Management, LLC 1.26% Add +0.6% 3,524 $2.3M
Agate Pass Investment Management, LLC 0.89% Add +7.0% 3,515 $2.3M
Modus Advisors, LLC 0.64% Reduce -0.2% 3,510 $2.3M
Consilio Wealth Advisors, LLC 0.77% Reduce -4.6% 3,502 $2.3M
Williams & Novak, LLC 1.79% Reduce -0.1% 3,502 $2.3M
CapWealth Advisors, LLC 0.21% Reduce -2.5% 3,501 $2.3M
Marshall Financial Group, LLC 0.45% Reduce -0.1% 3,501 $2.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.49% Add +0.3% 3,492 $2.3M
Westside Investment Management, Inc. 0.37% Reduce -12.6% 3,484 $2.3M
Mainstream Capital Management LLC 1.54% Add +0.3% 3,481 $2.3M
Delta Capital Management LLC 1.21% Add +2.4% 3,480 $2.3M
Oxbow Advisors, LLC 0.22% Reduce -6.6% 3,474 $2.3M
Hippocratic Financial Advisors, LLC 1.11% Add +0.1% 3,467 $2.3M
Alaethes Wealth, LLC 0.65% No change 3,451 $2.3M
Lokken Investment Group LLC 0.79% Reduce -0.3% 3,448 $2.3M
Net Worth Advisory Group 0.66% Reduce -10.8% 3,435 $2.3M
Stratos Investment Management, LLC 0.09% Add +11.7% 3,434 $2.3M
Winebrenner Capital Management LLC 1.64% Reduce -0.5% 3,431 $2.3M
Elevatus Welath Management 0.66% Add +2.0% 3,430 $2.3M
Liberty Capital Management, Inc. 0.43% No change 3,420 $2.3M
Bradley & Co. Private Wealth Management, LLC 1.26% No change 3,416 $2.3M
Campbell Deegan Wealth Management, LLC 2.03% Add +0.2% 3,416 $2.3M
Portus Wealth Advisors, LLC 2.27% — 3,412 $2.3M
Auour Investments LLC 0.74% Reduce -0.3% 3,409 $2.3M
FSA Advisors, Inc. 1.80% Add +61.5% 3,872 $2.3M
Impact Capital Partners LLC 0.68% Add +0.9% 3,407 $2.3M
CM Wealth Advisors LLC 0.60% No change 3,394 $2.3M
Droms Strauss Advisors Inc. /Mo/ 0.66% Reduce -1.0% 3,402 $2.3M
Cherry Tree Wealth Management, LLC 0.50% Reduce -0.4% 3,401 $2.3M
Park Place Capital Corp 0.48% Reduce -8.8% 3,400 $2.3M
Sona Asset Management (us) LLC 0.29% New 3,394 $2.3M
Sather Financial Group Inc 0.12% Add +0.3% 3,386 $2.3M
McBroom & Associates, LLC 1.07% Reduce -2.0% 3,385 $2.3M
SK Wealth Management, LLC 0.84% Add +0.3% 3,358 $2.3M
GoalVest Advisory LLC 0.48% Add +150.2% 3,377 $2.2M
Santori & Peters, Inc. 0.80% Add +8.3% 3,377 $2.2M
Wallace Advisory Group, LLC 1.80% Add +1.1% 3,631 $2.2M
Sterling Investment Advisors, Ltd. 0.44% Reduce -1.5% 3,358 $2.2M
CoreFirst Bank & Trust 1.21% Reduce -0.3% 3,357 $2.2M
Bright Financial Advisors, Inc. 1.09% No change 3,347 $2.2M
Traphagen Investment Advisors LLC 0.19% Reduce -1.0% 3,343 $2.2M
Portland Financial Advisors Inc 4.74% No change 3,340 $2.2M
Kagan Cocozza Asset Management 1.68% Reduce -26.7% 3,340 $2.2M
Optimist Retirement Group LLC 1.01% Add +1.1% 3,340 $2.2M
Country Trust Bank 0.05% Reduce -0.5% 3,338 $2.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.94% Add +8.7% 3,325 $2.2M
Kohmann Bosshard Financial Services, LLC 0.23% Reduce -0.0% 3,324 $2.2M
Catalina Capital Group, LLC 1.36% Reduce -6.7% 3,306 $2.2M
Renaissance Investment Group LLC 0.45% Reduce -1.7% 3,305 $2.2M
American Capital Advisory, LLC 1.02% Reduce -1.9% 3,296 $2.2M
Astra Wealth Partners LLC 1.53% Reduce -3.5% 3,284 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.62% Reduce -1.7% 3,290 $2.2M
Callahan Advisors, LLC 0.19% Add +93.0% 3,290 $2.2M
Powell Investment Advisors, LLC 0.77% Reduce -1.6% 3,275 $2.2M
Tred Avon Family Wealth, LLC 0.75% — 3,280 $2.2M
Edgar Lomax Co. 0.17% No change 3,278 $2.2M
Everpar Advisors LLC 0.86% Add +4.3% 3,276 $2.2M
Sunpointe, LLC 0.79% Add +1.8% 3,264 $2.2M
Red Wave Investments LLC 0.67% Reduce -0.5% 3,272 $2.2M
McKinley Carter Wealth Services, Inc. 0.11% Reduce -1.2% 3,270 $2.2M
360 Financial, Inc. 0.70% Add +0.3% 3,270 $2.2M
Forbes Financial Planning, Inc. 1.44% No change 3,268 $2.2M
Core Wealth Advisors, Inc. 0.57% Add +7.0% 3,263 $2.2M
CORDA Investment Management, LLC. 0.15% Add +29.4% 3,261 $2.2M
Violich Capital Management, Inc. 0.26% Add +1.2% 3,259 $2.2M
HBW Advisory Services LLC 0.24% Reduce -18.3% 3,254 $2.2M
Brand Asset Management Group, Inc. 0.61% Add +0.9% 3,251 $2.2M
Sentry LLC 0.54% Reduce -5.0% 3,229 $2.2M
Syon Capital LLC 0.12% Add +39.5% 3,226 $2.1M
MSH Capital Advisors LLC 0.58% Add +17.0% 3,225 $2.1M
SYM FINANCIAL Corp 0.23% Reduce -0.2% 3,221 $2.1M
Mogy Joel R Investment Counsel Inc. 0.12% Reduce -0.3% 3,219 $2.1M
JGP Wealth Management, LLC 0.24% Reduce -1.1% 3,203 $2.1M
Yost Capital Management, LP 2.59% Reduce -3.0% 3,200 $2.1M
Randolph Co Inc 0.21% Add +1.5% 3,200 $2.1M
Cannon Financial Strategists, Inc. 0.30% Reduce -2.0% 3,197 $2.1M
PAX Financial Group, LLC 0.38% Add +214.6% 3,193 $2.1M
Private Wealth Asset Management, LLC 0.25% Add +7.0% 3,189 $2.1M
Midwest Financial Network, LLC 1.72% Add +43.6% 3,187 $2.1M
Pathway Financial Advisers, LLC 0.62% Add +1.4% 3,235 $2.1M
Wingate Wealth Advisors, Inc. 1.47% Add +12.1% 3,180 $2.1M
Promus Capital, LLC 1.35% Reduce -0.1% 3,178 $2.1M
Shaker Investments LLC 0.84% Add +0.7% 3,169 $2.1M
Sonoma Allocations LLC 0.77% — 3,185 $2.1M
Widmann Financial Services, Inc. 1.32% Reduce -0.9% 3,156 $2.1M
Altfest L J & Co. Inc. 0.23% Reduce -8.6% 3,155 $2.1M
InTrack Investment Management Inc 1.25% Reduce -1.1% 3,153 $2.1M
Peak Planning Group, LLC 1.09% Reduce -0.3% 3,150 $2.1M
Wolff Wiese Magana LLC 1.19% Add +3.6% 3,147 $2.1M
Bristol Gate Capital Partners Inc. 0.12% Add +334.7% 3,147 $2.1M
RTD Financial Advisors, Inc. 0.25% Reduce -4.2% 3,144 $2.1M
Means Investment Co., Inc. 0.18% Reduce -5.1% 3,141 $2.1M
DGS Capital Management, LLC 0.38% Reduce -8.1% 3,133 $2.1M
CFS Investment Advisory Services, LLC 0.15% No change 3,079 $2.1M
21 West Wealth Management LLC 1.98% Reduce -0.5% 3,128 $2.1M
Facet Wealth, Inc. 0.04% Reduce -17.5% 3,122 $2.1M
Somerset Group LLC 1.64% Add +13.7% 3,110 $2.1M
Meyer Handelman Co. 0.07% No change 3,110 $2.1M
Delta Asset Management LLC 0.18% Add +1.8% 3,109 $2.1M
Bellevue Group AG 0.04% No change 3,100 $2.1M
Congress Asset Management Co. 0.01% Reduce -4.9% 3,100 $2.1M
Coyle Financial Counsel LLC 0.48% Reduce -6.9% 3,099 $2.1M
North Berkeley Wealth Management, LLC 1.63% Add +9.1% 3,099 $2.1M
Narus Financial Partners, LLC 0.56% Add +7.8% 3,095 $2.1M
Nicholas Wealth, LLC. 1.51% Add +20.9% 3,095 $2.1M
Wealth Group Ltd 0.48% Reduce -2.2% 3,094 $2.1M
Sensible Money, LLC 0.70% Reduce -1.5% 3,092 $2.1M
Telos Capital Management, Inc. 0.20% Add +50.7% 3,091 $2.1M
MontVue Capital Management, Inc. 1.38% Reduce -5.8% 3,086 $2.1M
Manske Wealth Management 0.63% Reduce -0.5% 3,083 $2.1M
Acorn Financial Advisory Services Inc. 0.32% Reduce -16.0% 3,082 $2.1M
Able Wealth Management LLC 0.77% Add +2.7% 3,081 $2.1M
Founders Financial Securities LLC 0.14% Reduce -0.5% 3,075 $2.0M
Granite Bay Wealth Management, LLC 0.53% Add +1.9% 3,071 $2.0M
Tobias Financial Advisors, Inc. 0.31% Add +15.7% 3,068 $2.0M
Good Steward Wealth Advisors,LLC 1.41% Add +17.7% 3,061 $2.0M
TrueWealth Financial Partners 1.04% No change 3,059 $2.0M
Legacy Private Trust Co. 0.12% Reduce -1.7% 3,058 $2.0M
Quotient Wealth Partners, LLC 0.06% Add +17.4% 3,046 $2.0M
TigerOak Management, L.L.C. 0.63% Reduce -2.9% 3,045 $2.0M
Am Investment Strategies LLC 0.44% No change 3,042 $2.0M
Geneva Partners, LLC 0.74% Add +1.2% 3,042 $2.0M
Cowa, LLC 0.72% Add +3.0% 3,040 $2.0M
Crown Wealth Group, LLC 0.61% Add +7.7% 3,034 $2.0M
Geo Capital Gestora de Recursos Ltd 3.70% New 3,030 $2.0M
Strategic Advisors LLC 0.33% Add +3.8% 3,025 $2.0M
Crowley Wealth Management, Inc. 1.60% Add +6.1% 3,023 $2.0M
Navellier & Associates Inc. 0.20% Add +4.3% 3,022 $2.0M
Dentgroup LLC 1.30% Add +4.1% 3,009 $2.0M
Fiduciary Family Office, LLC 0.57% Add +0.2% 3,008 $2.0M
Trillium Asset Management, LLC 0.05% Add +12.6% 3,004 $2.0M
Arbor Investment Advisors, LLC 0.25% Reduce -5.2% 3,001 $2.0M
Nordwand Advisors, LLC 0.32% Add +2.0% 3,000 $2.0M
HITE Hedge Asset Management LLC 0.11% Add +59.1% 3,000 $2.0M
HFG Wealth Management, LLC 1.09% Add +172.8% 2,998 $2.0M
Tanager Wealth Management LLP 0.21% Add +53.3% 2,996 $2.0M
Frisch Financial Group, Inc. 0.46% Add +2.7% 2,980 $2.0M
Seek First Inc. 1.43% Reduce -3.1% 2,987 $2.0M
Byrne Financial Freedom, LLC 0.99% Reduce -14.9% 2,984 $2.0M
Hanson & Doremus Investment Management 0.25% Reduce -5.3% 2,979 $2.0M
Bourgeon Capital Management LLC 0.37% Add +5.9% 2,972 $2.0M
Aventura Private Wealth, LLC 0.73% No change 2,971 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +45.5% 2,969 $2.0M
Prosperity Financial Group, Inc. 0.72% Add +3.7% 2,964 $2.0M
Trail Ridge Investment Advisors, LLC 0.89% Reduce -0.7% 2,963 $2.0M
Greystone Financial Group, LLC 0.31% Reduce -0.3% 2,960 $2.0M
Clean Yield Group 0.56% Add +0.2% 2,958 $2.0M
Forefront Wealth Partners, LLC 0.50% New 2,956 $2.0M
Taylor Financial Group, Inc. 1.13% No change 2,955 $2.0M
Lantz Financial LLC 0.44% Add +0.6% 2,952 $2.0M
Aire Advisors, LLC 0.36% Add +10.6% 2,949 $2.0M
Saxony Capital Management, LLC 1.29% Reduce -7.6% 2,946 $2.0M
EMC Capital Management 0.92% No change 2,935 $2.0M
Reyes Financial Architecture, Inc. 1.33% Reduce -71.7% 2,934 $2.0M
Cambridge Financial Group, LLC 0.63% Add +2.3% 2,934 $2.0M
Bank of Marin 1.38% Reduce -0.6% 2,933 $2.0M
Lumbard & Kellner, LLC 0.72% No change 2,932 $2.0M
D.B. Root & Company, LLC 0.49% Add +0.2% 2,928 $2.0M
B&D White Capital Company, LLC 0.25% Add +0.2% 2,922 $1.9M
Sutton Place Investors LLC 1.11% Reduce -0.4% 2,921 $1.9M
Kelly Financial Services LLC 0.50% Add +23.8% 2,920 $1.9M
Davidson Kempner Capital Management LP 0.04% Add +65.7% 2,919 $1.9M
Vestor Capital, LLC 0.12% Add +1656.6% 2,916 $1.9M
Strata Wealth Advisors, LLC 0.51% Reduce -4.0% 2,908 $1.9M
Hall Laurie J Trustee 0.63% No change 2,907 $1.9M
Beaton Management Co. Inc. 0.88% No change 2,905 $1.9M
Atlanta Consulting Group Advisors, LLC 0.47% Reduce -3.6% 2,884 $1.9M
Guardian Asset Advisors, LLC 1.04% Reduce -0.1% 2,888 $1.9M
Pension & Wealth Management Advisors, Inc. 0.61% Reduce -4.8% 2,889 $1.9M
Exchange Bank 1.33% No change 2,887 $1.9M
Mandatum Life Insurance Co Ltd 0.46% No change 2,885 $1.9M
Stevens Capital Partners 0.57% Add +15.2% 2,884 $1.9M
Argyle Capital Partners, LLC 1.38% Reduce -15.9% 2,884 $1.9M
Stoneridge Investment Partners LLC 1.32% Reduce -4.3% 2,883 $1.9M
TFC Financial Management, Inc. 0.25% Add +6.4% 2,883 $1.9M
Ulland Investment Advisors, LLC 1.46% Reduce -7.5% 2,881 $1.9M
JSF Financial, LLC 0.42% Reduce -0.1% 2,873 $1.9M
May Hill Capital, LLC 0.56% Add +6.1% 2,872 $1.9M
TFR Capital, LLC. 0.64% Reduce -3.0% 2,871 $1.9M
EFG Asset Management (Americas) Corp. 0.33% Reduce -0.8% 2,871 $1.9M
Culbertson A N & Co. Inc. 0.27% Reduce -3.3% 2,868 $1.9M
Cordgrass Capital Advisors, LLC 0.47% Reduce -8.5% 2,867 $1.9M
Hutchinson Capital Management 0.33% Reduce -1.6% 2,854 $1.9M
Westbourne Investment Advisors, Inc. 0.53% Reduce -10.4% 2,851 $1.9M
Independent Wealth Network Inc. 0.61% Add +0.4% 2,840 $1.9M
Meridian Financial Advisors, LLC 1.06% No change 2,833 $1.9M
Accredited Investor Services, LLC 1.30% Add +0.9% 2,831 $1.9M
Asset Advisors Investment Management, LLC 0.18% Reduce -8.5% 2,824 $1.9M
Stonebrook Private Inc. 0.41% Reduce -3.7% 2,820 $1.9M
Summit Investment Advisory Services, LLC 0.75% Reduce -0.4% 2,815 $1.9M
United Asset Strategies, Inc. 0.15% Reduce -7.0% 2,814 $1.9M
Financial Life Planners 1.26% Add +2.0% 2,812 $1.9M
Lee Danner & Bass Inc. 0.14% Add +2.9% 2,812 $1.9M
Disciplined Investors, L.L.C. 1.33% Add +0.6% 2,811 $1.9M
BCS Private Wealth Management, Inc. 0.67% Add +50.4% 2,803 $1.9M
Warburton Capital Management, LLC 1.13% No change 2,801 $1.9M
Peck Wealth Management, LLC 1.79% — 2,808 $1.9M
Atlantic Edge Private Wealth Management, LLC 0.48% Add +0.4% 2,805 $1.9M
Legacy Financial Group LLC 0.24% Reduce -1.3% 2,797 $1.9M
Citizens & Northern Corp. 0.46% No change 2,793 $1.9M
Index Fund Advisors, Inc. 0.09% Add +0.4% 2,789 $1.9M
Medallion Wealth Advisors, LLC 0.66% Add +0.5% 2,787 $1.9M
Shelton Capital Management 0.04% Reduce -1.8% 2,788 $1.9M
Paradigm Capital Management, LLC 1.86% Add +103.0% 2,783 $1.9M
Palo Alto Wealth Advisors, LLC 0.54% Add +0.7% 2,705 $1.8M
Radnor Capital Management, LLC 0.28% Add +15.3% 2,768 $1.8M
Community Financial Services Group, LLC 0.34% Reduce -2.4% 2,767 $1.8M
Forefront Analytics, LLC 1.77% Add +0.2% 2,752 $1.8M
Spectrum Asset Management, Inc. (NB/CA) 0.64% Add +0.1% 2,741 $1.8M
Gilliland Jeter Wealth Management LLC 0.56% Reduce -11.7% 2,741 $1.8M
JT Stratford LLC 0.25% Reduce -0.3% 2,741 $1.8M
Ayrshire Capital Management LLC 0.85% Add +0.7% 2,741 $1.8M
Capital Investment Counsel, LLC 0.27% Reduce -3.6% 2,737 $1.8M
American Financial Advisors, LLC 0.23% Reduce -2.1% 2,737 $1.8M
NCP Inc. 1.35% Add +3.6% 2,734 $1.8M
Upper Left Wealth Management, LLC 1.14% Reduce -2.6% 2,730 $1.8M
Wealth Preservation Advisors, LLC 1.06% Add +2.6% 2,730 $1.8M
Altus Wealth Management, LLC 0.80% Reduce -0.5% 2,724 $1.8M
High Probability Advisors, LLC 0.25% Reduce -0.2% 2,723 $1.8M
Valtinson Bruner Financial Planning LLC 0.54% Add +0.4% 2,721 $1.8M
Floyd Financial Group LLC 1.34% Add +6.7% 2,733 $1.8M
Westbourne Investments, Inc. 0.87% Reduce -0.3% 2,625 $1.8M
MA Private Wealth 0.30% Reduce -1.8% 2,718 $1.8M
Birch Hill Investment Advisors LLC 0.08% No change 2,717 $1.8M
Claret Asset Management Corp 0.22% Reduce -2.9% 2,717 $1.8M
Clearwater Capital Advisors, LLC 0.15% Add +0.5% 2,712 $1.8M
Gables Capital Management Inc. 0.77% No change 2,709 $1.8M
Clarity Financial LLC 0.18% Reduce -0.6% 2,704 $1.8M
Westfuller Advisors, LLC 0.82% Add +13.8% 2,696 $1.8M
Staley Capital Advisers Inc. 0.07% No change 2,703 $1.8M
BlackDiamond Wealth Management, LLC 0.98% Reduce -3.9% 2,696 $1.8M
Atwood & Palmer Inc. 0.11% Reduce -2.3% 2,691 $1.8M
Peninsula Asset Management Inc. 0.92% No change 2,685 $1.8M
Long Road Investment Counsel, LLC 0.63% No change 2,679 $1.8M
Purkiss Capital Advisors LLC 0.85% Add +1.8% 2,677 $1.8M
Proathlete Wealth Management LLC 0.51% Add +0.3% 2,675 $1.8M
Kavar Capital Partners Group, LLC 0.24% Add +17.0% 2,670 $1.8M
Hudson Portfolio Management LLC 1.57% No change 2,667 $1.8M
Marino, Stram & Associates LLC 0.32% Add +21.2% 2,666 $1.8M
Occidental Asset Management, LLC 0.22% Reduce -0.4% 2,664 $1.8M
SS&H Financial Advisors, Inc. 0.54% No change 2,656 $1.8M
Sava Infond d.o.o. 0.25% Reduce -4.5% 2,655 $1.8M
Bridgewealth Advisory Group, LLC 0.41% Add +0.3% 2,655 $1.8M
Main Street Research LLC 0.10% Reduce -0.6% 2,654 $1.8M
Bell Investment Advisors, Inc 0.29% Reduce -0.3% 2,649 $1.8M
Cape Ann Savings Bank 0.94% Reduce -0.4% 2,649 $1.8M
Pitti Group Wealth Management, LLC 1.50% Reduce -6.3% 2,648 $1.8M
Dodds Wealth, LLC 0.44% Add +0.3% 2,647 $1.8M
Financial Council, LLC 0.78% Reduce -1.4% 2,645 $1.8M
Natural Investments, LLC 0.44% Add +0.1% 2,646 $1.8M
Cambridge Capital Management, LLC 0.84% Add +0.3% 2,645 $1.8M
Elite Wealth Management, Inc. 0.46% Add +8.0% 2,644 $1.8M
Awm Capital, LLC 0.16% Reduce -9.6% 2,627 $1.8M
LaFleur & Godfrey LLC 0.21% Reduce -7.7% 2,632 $1.8M
Darden Wealth Group Inc 0.92% Add +0.3% 2,631 $1.8M
Payne Capital Management, LLC 0.56% Add +0.2% 2,626 $1.7M
Trinity Legacy Partners, LLC 0.40% Reduce -5.1% 2,563 $1.7M
Davidson Kahn Capital Management, LLC 0.97% Add +1.8% 2,608 $1.7M
Wexford Capital LP 0.52% No change 2,596 $1.7M
RiverGlades Family Offices LLC 1.05% Add +0.0% 2,592 $1.7M
Robinson Smith Wealth Advisors LLC 1.24% Reduce -0.0% 2,591 $1.7M
Buckhead Capital Management LLC 0.63% Add +16.0% 2,587 $1.7M
PFG Private Wealth Management, LLC 0.77% Add +61.6% 2,586 $1.7M
Integrity Wealth Solutions LLC 0.77% Reduce -18.1% 2,586 $1.7M
Bravias Capital Group, LLC 1.15% Add +0.1% 2,578 $1.7M
Capital Investment Counsel, Inc 0.21% Add +1.3% 2,575 $1.7M
Revisor Wealth Management LLC 0.59% Add +14.2% 2,546 $1.7M
Gilman Hill Asset Management, LLC 0.27% Add +1.0% 2,572 $1.7M
Allium Financial Advisors, LLC 1.41% Add +0.0% 2,562 $1.7M
Victory Financial Group, LLC 0.23% Add +93.3% 2,560 $1.7M
Lion Street Advisors, LLC 0.59% Reduce -25.3% 3,711 $1.7M
Bernard Wealth Management Corp. 0.71% Add +5.4% 2,557 $1.7M
October Effect Ltd 1.88% Reduce -2.0% 2,554 $1.7M
Trevian Wealth Management LLC 0.91% Add +2.4% 2,547 $1.7M
Fingerlakes Wealth Management, Inc. 1.11% Add +0.3% 2,546 $1.7M
WoodTrust Financial Corp 0.20% New 2,540 $1.7M
Abundance Wealth Counselors 0.29% Reduce -28.2% 2,539 $1.7M
Wealthstar Advisors, LLC 0.67% Add +1.1% 2,539 $1.7M
American Capital Management Inc. 0.07% No change 2,535 $1.7M
JPL Wealth Management, LLC 0.40% No change 2,535 $1.7M
Karpus Management, Inc. 0.05% Reduce -3.8% 2,530 $1.7M
Asset Allocation Strategies LLC 0.33% Reduce -7.3% 2,527 $1.7M
Tranquility Partners, LLC 0.57% Add +0.6% 2,527 $1.7M
Pekin Hardy Strauss, Inc. 0.17% Add +4.3% 2,517 $1.7M
LexAurum Advisors, LLC 0.24% Reduce -7.5% 2,517 $1.7M
Riverstone Advisors, LLC 0.82% Reduce -11.9% 2,516 $1.7M
Fulton Bank, N.A. 0.06% Reduce -15.7% 2,516 $1.7M
Sterling Financial Planning, Inc. 0.53% Reduce -4.1% 2,513 $1.7M
Camelot Portfolios, LLC 0.99% Add +3586.8% 2,507 $1.7M
Polen Capital Management LLC 0.01% Reduce -2.9% 2,507 $1.7M
Primoris Wealth Advisors, LLC 1.06% Reduce -0.6% 2,505 $1.7M
Blodgett Wealth Advisors, LLC 1.15% No change 2,504 $1.7M
Excalibur Management Corp. 0.61% Reduce -1.1% 2,504 $1.7M
Gouws Capital LLC 0.92% No change 2,500 $1.7M
Resources Management Corp. /CT/ 0.22% Reduce -1.3% 2,500 $1.7M
Alpha Omega Wealth Management LLC 0.28% Add +0.2% 2,496 $1.7M
Investment Advisory Group, LLC 0.45% Reduce -1.2% 2,493 $1.7M
Core Wealth Partners LLC 0.76% Add +16.9% 2,491 $1.7M
Southeast Asset Advisors, LLC 0.18% Add +7.7% 2,489 $1.7M
Midwest Financial Group LLC 0.79% Reduce -4.0% 2,488 $1.7M
Hudson Value Partners, LLC 0.52% Reduce -4.1% 2,480 $1.7M
Giverny Capital 0.06% No change 2,474 $1.6M
Park Square Financial Group, LLC 7.11% Reduce -53.1% 2,470 $1.6M
Triton Wealth Management, PLLC 0.63% Reduce -1.3% 2,404 $1.6M
West Michigan Advisors, LLC 0.40% Add +67.9% 2,460 $1.6M
Orcam Financial Group 1.32% No change 2,461 $1.6M
Johnson Financial Group, LLC 0.15% Reduce -25.4% 2,456 $1.6M
Hemenway Trust Co LLC 0.13% Reduce -3.0% 2,454 $1.6M
Your Advocates Ltd., LLP 0.55% Add +16.8% 2,453 $1.6M
Castle Wealth Management LLC 0.55% Add +0.1% 2,445 $1.6M
New Century Financial Group, LLC 2.90% Reduce -13.9% 2,451 $1.6M
Miramar Capital, LLC 0.36% Reduce -3.0% 2,442 $1.6M
Fort Sheridan Advisors LLC 0.21% Add +34.8% 2,439 $1.6M
Hansen & Associates Financial Group, Inc. 0.68% New 2,370 $1.6M
Hutchens & Kramer Investment Management Group, LLC 0.64% Add +25.4% 2,424 $1.6M
Quantum Financial Advisors, LLC 0.20% No change 2,420 $1.6M
Dana Investment Advisors, Inc. 0.05% Reduce -4.2% 2,420 $1.6M
Retirement Investment Advisors, Inc. 0.13% Add +23.1% 2,417 $1.6M
Martel Wealth Advisors LLC 0.28% Reduce -0.3% 2,417 $1.6M
First Command Advisory Services, Inc. 0.01% Add +6.2% 2,416 $1.6M
Lakeridge Wealth Management LLC 0.71% Add +1.1% 2,412 $1.6M
First Bancorp, Inc 0.85% Reduce -4.0% 2,401 $1.6M
Formidable Asset Management, LLC 0.25% Add +13.6% 2,581 $1.6M
Stonehaven Wealth & Tax Solutions, LLC 1.47% Add +5.9% 2,393 $1.6M
Shade Tree Advisors LLC 1.38% No change 2,391 $1.6M
Front Row Advisors LLC 0.53% Reduce -8.9% 2,381 $1.6M
Bernardo Wealth Planning LLC 0.31% Add +13.2% 2,384 $1.6M
DSG Capital Advisors, LLC 0.25% Reduce -25.7% 2,380 $1.6M
Dearborn Partners LLC 0.07% Reduce -0.1% 2,378 $1.6M
Bruce G. Allen Investments, LLC 1.13% No change 2,376 $1.6M
Aspen Capital Management, LLC 0.40% Reduce -0.8% 2,375 $1.6M
CNB Bank 0.66% Reduce -1.0% 2,374 $1.6M
Tanglewood Wealth Management, Inc. 0.15% No change 2,374 $1.6M
Cutler Investment Counsel LLC 0.17% Add +11.4% 2,367 $1.6M
Empire Financial Management Company, LLC 0.36% Reduce -0.4% 2,366 $1.6M
Monetary Management Group Inc. 0.36% Reduce -3.1% 2,365 $1.6M
Frederick Financial Consultants, LLC 0.88% Add +1.3% 2,357 $1.6M
Yeomans Consulting Group, Inc. 0.54% Reduce -92.3% 2,349 $1.6M
Intellectus Partners, LLC 0.30% No change 2,348 $1.6M
First PREMIER Bank 0.36% Reduce -11.3% 2,354 $1.6M
San Luis Wealth Advisors LLC 0.28% Add +67.0% 2,352 $1.6M
Headinvest, LLC 0.32% Reduce -1.2% 2,348 $1.6M
Steigerwald, Gordon & Koch Inc. 0.15% Reduce -22.1% 2,342 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.7% 2,341 $1.6M
Townsend Asset Management Corp. /NC/ 0.55% Reduce -4.5% 2,341 $1.6M
Wealthcare Capital Partners, LLC 0.71% Reduce -1.8% 2,320 $1.5M
Moisand Fitzgerald Tamayo, LLC 0.18% Reduce -0.6% 2,315 $1.5M
Heartwood Wealth Advisors LLC 0.14% No change 2,306 $1.5M
Davis Capital Management 1.06% — 2,304 $1.5M
Ironwood Wealth Management, LLC. 0.51% Reduce -8.4% 2,300 $1.5M
Silverleafe Capital Partners, LLC 0.47% Add +2.0% 2,299 $1.5M
N.E.W. Advisory Services LLC 0.14% Add +1.4% 2,296 $1.5M
Friedenthal Financial 0.79% Add +5.3% 2,287 $1.5M
Janney Capital Management LLC 0.09% No change 2,283 $1.5M
Cypress Asset Management Inc. 0.35% Reduce -4.2% 2,283 $1.5M
Curio Wealth, LLC 0.62% Reduce -8.6% 2,279 $1.5M
Alerus Financial NA 0.08% Add +15.3% 2,270 $1.5M
Philadelphia Trust Co. 0.11% Reduce -17.9% 2,266 $1.5M
Triangle Securities Wealth Management 0.34% Reduce -5.4% 2,259 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.43% Add +0.1% 2,253 $1.5M
Capital Planning Advisors, LLC 0.21% Add +1.1% 2,251 $1.5M
Marshall & Sterling Wealth Advisors Inc. 0.96% Reduce -8.6% 2,247 $1.5M
Capital CS Group, LLC 2.46% Add +1.4% 2,246 $1.5M
Mattern Capital Management, LLC 0.17% Reduce -13.0% 2,231 $1.5M
Seros Financial, LLC 0.90% Reduce -17.2% 2,227 $1.5M
Leonard Rickey Investment Advisors P.L.L.C. 0.28% Add +0.7% 2,227 $1.5M
Everhart Financial Group, Inc. 0.15% Reduce -0.2% 2,222 $1.5M
Fourpath Capital Management, LLC 0.21% No change 2,222 $1.5M
Gradient Investments LLC 0.02% Add +172.4% 2,217 $1.5M
Pinion Investment Advisors, LLC 0.40% Add +564.3% 2,179 $1.5M
Yarger Wealth Strategies, LLC 0.67% Add +0.1% 2,208 $1.5M
Weatherly Asset Management L. P. 0.12% No change 2,204 $1.5M
Riverbend Wealth Management, LLC 1.03% Reduce -3.6% 2,207 $1.5M
Parthenon LLC 0.16% Reduce -1.0% 2,204 $1.5M
Bonfire Financial 1.13% Reduce -23.6% 2,197 $1.5M
W.H. Cornerstone Investments Inc. 0.89% Add +0.2% 2,202 $1.5M
CMT Capital Markets Trading GmbH 0.61% New 2,200 $1.5M
Asset Planning Corporation 0.69% Add +0.1% 2,199 $1.5M
Armor Investment Advisors, LLC 0.46% Reduce -1.3% 2,198 $1.5M
Viewpoint Capital Management LLC 0.64% Add +6.6% 2,197 $1.5M
SPC Financial, Inc. 0.11% Add +26.8% 2,194 $1.5M
3Chopt Investment Partners, LLC 0.33% No change 2,184 $1.5M
J. L. Bainbridge & Co., Inc. 0.12% Add +29.8% 2,190 $1.5M
Missouri Trust & Investment Co 0.43% Reduce -0.5% 2,188 $1.5M
Richardson Financial Services Inc. 0.90% Add +3.5% 2,213 $1.5M
Westwood Wealth Management 0.53% No change 2,186 $1.5M
Wallace Capital Management Inc. 0.18% Add +1.4% 2,177 $1.5M
Oberweis Asset Management Inc./ 0.06% Add +0.2% 2,173 $1.4M
Root Financial Partners, LLC 0.09% Add +19.7% 2,166 $1.4M
Ballast Advisors LLC 0.40% Add +17.9% 2,159 $1.4M
KW Wealth Management LLC 2.45% — 2,158 $1.4M
Palouse Capital Management, Inc. 0.93% Reduce -18.8% 2,156 $1.4M
VAUGHAN & Co SECURITIES, INC. 0.76% Reduce -0.4% 2,150 $1.4M
Fairman Group, LLC 1.15% Reduce -3.4% 2,142 $1.4M
SL Advisors, LLC 2.81% No change 2,147 $1.4M
Blue Capital, Inc. 1.06% Add +47.3% 2,146 $1.4M
Courage Miller Partners, LLC 0.43% Reduce -4.4% 2,144 $1.4M
Gibbs Wealth Management 0.32% Reduce -15.2% 2,143 $1.4M
Mascagni Wealth Management, Inc. 1.10% Add +4.8% 2,142 $1.4M
Red Tortoise LLC 0.62% Add +12.3% 2,130 $1.4M
ESL Trust Services, LLC 0.28% Reduce -4.7% 2,129 $1.4M
Financial Security Advisor, Inc. 0.30% Reduce -9.1% 2,129 $1.4M
L. Roy Papp & Associates, LLP 0.16% Reduce -0.5% 2,128 $1.4M
Osprey Private Wealth LLC 0.51% Add +27.8% 2,127 $1.4M
Mountain Pacific Investment Advisers LLC 0.22% Add +0.1% 2,123 $1.4M
Alpha Financial Partners LLC 0.92% No change 2,123 $1.4M
ERn Financial, LLC 0.28% Reduce -1.4% 2,122 $1.4M
Leisure Capital Management 0.48% Reduce -12.0% 2,121 $1.4M
BankPlus Trust Department 0.38% Reduce -1.1% 2,121 $1.4M
McGuire Investment Group, LLC 0.16% No change 2,121 $1.4M
Diversified Investment Strategies, LLC 0.93% No change 2,120 $1.4M
Fortune Financial Advisors, LLC 1.06% Reduce -0.4% 2,120 $1.4M
Wealthspan Partners, LLC 0.54% Add +3.1% 2,118 $1.4M
Aberdeen Group plc 0.00% Add +183.0% 2,117 $1.4M
Touchstone Capital, Inc. 0.72% — 2,104 $1.4M
Kuhn & Co Investment Counsel 1.11% Reduce -18.1% 2,101 $1.4M
Pacific Asset Management, LLC 0.95% Add +128.9% 2,097 $1.4M
Roof Eidam Maycock Peralta, LLC 0.34% Add +4.8% 2,095 $1.4M
Rosenblum Silverman Sutton S F Inc. 0.32% Reduce -7.1% 2,091 $1.4M
Archer Investment Corp 0.31% Reduce -2.2% 2,091 $1.4M
CacheTech Inc. 0.28% Add +5.0% 2,090 $1.4M
Key Financial Inc 0.26% Add +6.7% 2,083 $1.4M
Blue Zone Wealth Advisors, LLC 0.28% Add +0.5% 2,089 $1.4M
Baring Financial LLC 0.95% Reduce -5.1% 2,085 $1.4M
Summit Asset Management, LLC 0.21% Reduce -33.7% 2,085 $1.4M
Bank of Stockton 0.40% Reduce -2.4% 2,082 $1.4M
Kapstone Financial Advisors LLC 0.65% Add +0.8% 2,078 $1.4M
Toth Financial Advisory Corp. 0.15% Add +2.5% 2,076 $1.4M
Virtue Capital Management, LLC 0.22% Reduce -76.9% 13,216 $1.4M
Regency Capital Management Inc.\DE 0.66% Reduce -0.4% 2,072 $1.4M
Rockline Wealth Management, LLC 0.29% Reduce -2.1% 2,072 $1.4M
Rockwood Wealth Management, LLC 0.11% No change 2,070 $1.4M
Family Office Research LLC 0.60% Add +0.1% 2,069 $1.4M
Cookson Peirce & Co. Inc. 0.06% Add +0.7% 2,069 $1.4M
Fidelity D & D Bancorp Inc. 0.76% No change 2,069 $1.4M
Ascension Capital Advisors, Inc. 0.54% Reduce -1.4% 2,065 $1.4M
Investment Research Partners LLC 0.62% — 2,000 $1.4M
Investment Advisory Services Inc. /TX 0.43% Reduce -28.3% 2,062 $1.4M
Precedent Wealth Partners, LLC 0.30% No change 2,059 $1.4M
Massachusetts Wealth Management 0.68% Add +0.2% 2,059 $1.4M
ClearAlpha Technologies LP 3.75% Reduce -50.0% 2,057 $1.4M
Columbia Bank 0.38% Reduce -34.1% 2,058 $1.4M
Valley National Advisers Inc. 0.21% Reduce -47.0% 2,052 $1.4M
Arcadia Wealth Management, Inc. 0.83% Reduce -3.5% 2,049 $1.4M
Investment Partners Asset Management, Inc. 0.90% Reduce -0.2% 2,046 $1.4M
Wiser Wealth Management, Inc 0.31% Reduce -0.2% 2,045 $1.4M
Nottingham Advisors, Inc. 0.19% Reduce -2.9% 2,044 $1.4M
Balance Wealth Partners LLC 0.34% Add +23.9% 2,040 $1.4M
Centric Wealth Management 0.30% Reduce -4.3% 1,990 $1.4M
Family Legacy Financial Solutions, LLC 1.04% Reduce -0.2% 2,032 $1.4M
Strid Group, LLC 0.17% Add +0.3% 2,022 $1.3M
One Charles Private Wealth Services, LLC 0.35% Reduce -2.6% 2,017 $1.3M
Lincoln Capital Corp. 0.48% Reduce -0.2% 2,017 $1.3M
Define Financial, LLC 0.80% Add +0.3% 2,009 $1.3M
Measured Risk Portfolios, Inc. 1.45% Add +11.2% 2,008 $1.3M
Ti-Trust, Inc. 0.84% Reduce -0.4% 2,006 $1.3M
Apeiron RIA LLC 0.30% Add +36.3% 2,012 $1.3M
Harris Associates (Oakmark Funds) 0.00% Reduce -12.5% 2,001 $1.3M
Lam Group, Inc. 0.83% No change 2,000 $1.3M
Virginia Wealth Management Group, Inc. 0.77% No change 2,000 $1.3M
Doheny Asset Management 0.85% No change 2,000 $1.3M
Shakespeare Wealth Management, LLC 0.30% New 1,995 $1.3M
WealthBridge Investment Counsel Inc. 0.41% Reduce -2.5% 1,995 $1.3M
Kingstone Capital Partners Texas, LLC 0.77% Reduce -1.6% 1,994 $1.3M
Leslie Global Wealth, LLC 0.62% Reduce -24.6% 1,993 $1.3M
Silver Grove Financial Group, Inc. 1.26% — 1,993 $1.3M
Carter Financial Group, INC. 0.80% Reduce -0.9% 1,987 $1.3M
Gallacher Capital Management LLC 0.52% Add +6.1% 1,991 $1.3M
Haven Private, LLC 0.58% Reduce -0.1% 1,988 $1.3M
White Knight Strategic Wealth Advisors, LLC 1.04% Reduce -18.1% 1,988 $1.3M
Milestones Private Investment Advisors LLC 0.90% Reduce -14.4% 1,987 $1.3M
Cora Capital Advisors LLC 0.56% No change 1,985 $1.3M
HF Advisory Group, LLC 0.49% Reduce -4.4% 1,984 $1.3M
GK Wealth Management LLC 0.98% Add +43.8% 1,982 $1.3M
Independent Investors Inc. 0.25% No change 1,972 $1.3M
Narwhal Capital Management 0.10% Reduce -10.0% 1,971 $1.3M
Marion Wealth Management 0.31% Add +0.9% 1,964 $1.3M
Postrock Partners LLC 0.58% No change 1,964 $1.3M
Patrick M Sweeney & Associates, Inc. 0.85% No change 1,963 $1.3M
Financial Alternatives, Inc 0.79% Add +29.7% 1,963 $1.3M
Chapman Investment Management, LLC 0.93% Reduce -1.7% 1,962 $1.3M
Trust Co of Tennessee 0.28% Reduce -8.4% 1,961 $1.3M
Texas Bank & Trust Co 0.49% Reduce -4.6% 1,957 $1.3M
EPG Wealth Management LLC 0.36% Reduce -13.7% 1,952 $1.3M
Carl P. Sherr & Co., LLC 0.61% No change 1,943 $1.3M
Bear Mountain Capital, Inc. 0.43% No change 1,926 $1.3M
Sterling Manor Financial, LLC 0.81% No change 1,940 $1.3M
Valpey Financial Services, LLC 0.84% Reduce -1.9% 1,934 $1.3M
Base Wealth Management LLC 0.73% Add +7.0% 1,932 $1.3M
Landaas & Co. /Wi 0.29% No change 1,930 $1.3M
Trademark Financial Management, LLC 0.74% Add +0.3% 1,921 $1.3M
WESPAC Advisors, LLC 0.75% Reduce -0.7% 1,919 $1.3M
Prelude Capital Management, LLC 0.10% Reduce -56.5% 1,917 $1.3M
Todd Asset Management LLC 0.03% Reduce -35.9% 1,915 $1.3M
Compass Capital Management, Inc. 0.07% Add +119.5% 1,910 $1.3M
Fortress Wealth Management, Inc. 0.56% Add +18.0% 1,904 $1.3M
Pine Haven Investment Counsel, Inc 0.92% No change 1,902 $1.3M
Scratch Capital LLC 0.83% No change 1,900 $1.3M
Fca Corp. 0.35% No change 1,896 $1.3M
Professional Advisory Services Inc. 0.15% Reduce -8.1% 1,896 $1.3M
Kirtland Hills Capital Management, LLC 0.50% Add +0.1% 1,895 $1.3M
Rise Advisors, LLC 0.45% Reduce -1.5% 1,892 $1.3M
Syntegra Private Wealth Group, LLC 0.12% Add +0.1% 1,882 $1.3M
Seamount Financial Group Inc. 0.59% Add +1.7% 1,882 $1.3M
Millstone Evans Group, LLC 0.80% Add +0.1% 1,882 $1.3M
Westwind Capital 0.26% Reduce -1.3% 1,879 $1.3M
Freedom Investment Management, Inc. 0.33% Reduce -98.0% 1,877 $1.3M
Smith Thornton Advisors LLC 0.66% No change 1,875 $1.2M
Godshalk Welsh Capital Management, Inc. 0.72% No change 1,875 $1.2M
Financial Gravity Asset Management, Inc. 0.25% — 1,874 $1.2M
Centerpoint Advisors, LLC 0.39% Add +1.7% 1,871 $1.2M
Beirne Wealth Consulting Services, LLC 0.30% Add +25.9% 1,862 $1.2M
SJS Investment Consulting Inc. 0.17% Add +10.4% 1,867 $1.2M
Austin Wealth Management, LLC 0.19% Add +77.1% 1,860 $1.2M
Clark Asset Management, LLC 0.14% Reduce -8.2% 1,863 $1.2M
Palogic Value Management, L.P. 0.53% Add +2.4% 1,855 $1.2M
Cladis Investment Advisory, LLC 0.71% No change 1,854 $1.2M
Capital Advantage, Inc. 0.19% Add +0.1% 1,853 $1.2M
Estate Counselors, LLC 0.11% No change 1,850 $1.2M
Vernal Point Advisors, LLC 0.53% No change 1,844 $1.2M
BancFirst Trust & Investment Management 0.47% Add +15.1% 1,856 $1.2M
Princeton Global Asset Management LLC 0.20% Add +0.4% 1,847 $1.2M
Garner Asset Management Corp 0.49% Reduce -0.3% 1,843 $1.2M
Fiduciary Group, LLC 0.11% Add +12.7% 1,842 $1.2M
Private Management Group Inc. 0.04% Reduce -0.9% 1,834 $1.2M
Whalen Wealth Management Inc. 0.71% Reduce -26.5% 1,832 $1.2M
Strategies Wealth Advisors, LLC 0.13% Reduce -22.8% 1,828 $1.2M
Silver Oak Advisory Group, Inc. 0.55% No change 1,826 $1.2M
Souders Financial Advisors 0.14% Add +0.4% 1,825 $1.2M
DecisionMap Wealth Management, LLC 0.78% Reduce -1.9% 1,823 $1.2M
Theory Financial LLC 0.43% No change 1,808 $1.2M
Chokshi & Queen Wealth Advisors, Inc 0.64% No change 1,820 $1.2M
Mma Asset Management LLC 0.40% Add +20.4% 1,815 $1.2M
Canvas Wealth Advisors, LLC 0.22% Add +0.1% 1,805 $1.2M
Tran Capital Management, L.P. 0.14% No change 1,813 $1.2M
Isthmus Partners, LLC 0.14% No change 1,812 $1.2M
Myecfo, LLC 0.55% Reduce -4.2% 1,810 $1.2M
Windsor Advisory Group, LLC 1.07% Add +0.2% 1,810 $1.2M
CKW Financial Group 0.13% Add +0.2% 1,802 $1.2M
Advyzon Investment Management, LLC 0.21% New 1,808 $1.2M
Ewing Morris & Co. Investment Partners Ltd. 0.52% Reduce -22.9% 1,803 $1.2M
Laurel Wealth Planning LLC 0.63% Reduce -0.9% 1,799 $1.2M
Passive Capital Management, LLC. 0.39% No change 1,798 $1.2M
Financial Advisory Corp 0.18% Reduce -6.8% 1,795 $1.2M
Penbrook Management LLC 0.83% Reduce -6.3% 1,795 $1.2M
Burton Enright Welch 0.18% No change 1,793 $1.2M
49 Wealth Management, LLC 0.11% Add +35.3% 1,793 $1.2M
IMS Capital Management 0.55% Reduce -8.1% 1,786 $1.2M
Vista Investment Management 0.41% Reduce -0.1% 1,781 $1.2M
Johnson & White Wealth Management, LLC 0.54% Add +0.1% 1,780 $1.2M
HTG Investment Advisors, Inc. 0.40% No change 1,777 $1.2M
Oak Wealth Advisors LLC 0.69% Add +0.3% 1,775 $1.2M
Clarion Wealth Managment Partners, LLC 1.16% Add +0.4% 1,770 $1.2M
Delta Wealth Advisors LLC 0.92% Reduce -5.8% 1,769 $1.2M
Unison Asset Management LLC 0.55% No change 1,768 $1.2M
Three Magnolias Financial Advisors, LLC 0.73% Add +12.4% 1,767 $1.2M
EagleClaw Capital Managment, LLC 0.16% Reduce -14.5% 1,767 $1.2M
Dominguez Wealth Management Solutions, Inc. 0.74% Reduce -3.3% 1,767 $1.2M
Compass Financial Services Inc 0.52% Add +0.2% 1,762 $1.2M
Wescott Financial Advisory Group, LLC 0.11% Add +0.2% 1,760 $1.2M
Valicenti Advisory Services Inc. 0.25% No change 1,759 $1.2M
J. Team Financial, Inc. 1.19% — 1,759 $1.2M
Schwarz Dygos Wheeler Investment Advisors LLC 0.25% No change 1,758 $1.2M
AJ Advisors, LLC 0.48% Reduce -8.6% 1,758 $1.2M
Summa Corp. 0.51% Reduce -3.0% 1,757 $1.2M
ONE Advisory Partners, LLC 0.36% Reduce -3.7% 1,763 $1.2M
Navalign, LLC 0.31% Reduce -0.7% 1,753 $1.2M
Sendero Wealth Management, LLC 0.14% No change 1,753 $1.2M
Prostatis Group LLC 0.29% Reduce -93.9% 1,747 $1.2M
Reston Wealth Management LLC 0.38% Reduce -8.8% 1,747 $1.2M
Mezzasalma Advisors, LLC 0.30% Add +2.9% 1,744 $1.2M
Dover Advisors, LLC 0.46% Add +7.6% 1,735 $1.2M
Bellevue Asset Management, LLC 0.53% Add +0.1% 1,737 $1.2M
Live Oak Private Wealth LLC 0.16% Add +1.4% 1,734 $1.2M
MRA Advisory Group 0.50% Add +7.5% 1,725 $1.1M
Foster Group, Inc. 0.04% Add +56.6% 1,723 $1.1M
Prosperitas Financial LLC 0.47% Add +0.8% 1,719 $1.1M
WealthTrust Axiom LLC 0.31% Add +38.9% 1,718 $1.1M
Brooklyn FI, LLC 0.26% Add +5.1% 1,715 $1.1M
Intellus Advisors LLC 0.16% Reduce -10.5% 1,714 $1.1M
DKM Wealth Management, Inc. 0.91% No change 1,711 $1.1M
Prospect Financial Group LLC 1.11% No change 1,706 $1.1M
Rede Wealth, LLC 0.89% Reduce -66.2% 1,703 $1.1M
Eagle Bay Advisors LLC 0.89% Add +139.9% 1,703 $1.1M
Eagle Bluffs Wealth Management LLC 0.49% No change 1,699 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +39.3% 1,702 $1.1M
Vermillion Wealth Management, Inc. 0.31% Reduce -0.5% 1,701 $1.1M
Opes Wealth Management LLC 0.20% No change 1,700 $1.1M
Altus Wealth Group LLC 0.46% Reduce -0.6% 1,699 $1.1M
Amara Financial, Llc. 0.83% Add +0.4% 1,693 $1.1M
Allied Investment Advisors, LLC 0.18% Add +46.4% 1,686 $1.1M
Visionary Horizons, LLC 0.63% Add +9.9% 1,685 $1.1M
Prospect Financial Services LLC 0.64% Reduce -0.6% 1,683 $1.1M
Intergy Private Wealth, LLC 0.35% Add +0.8% 1,682 $1.1M
Powers Advisory Group, LLC 0.44% No change 1,676 $1.1M
McDonough Capital Management, Inc 0.56% No change 1,675 $1.1M
Quantum Private Wealth, LLC 0.33% Add +3.7% 1,675 $1.1M
Ethic Inc. 0.02% Reduce -92.5% 1,672 $1.1M
Centerstone Investors, LLC 3.96% No change 1,670 $1.1M
Richard W. Paul & Associates, LLC 0.38% Add +40.4% 1,669 $1.1M
Trivant Custom Portfolio Group, LLC 0.57% Reduce -0.9% 1,659 $1.1M
Investor's Fiduciary Advisor Network, LLC 0.37% Add +0.1% 1,659 $1.1M
Parr McKnight Wealth Management Group, LLC 0.14% Reduce -2.6% 1,658 $1.1M
2UniFi Bank 0.55% No change 1,656 $1.1M
626 Financial, LLC 0.49% No change 1,652 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% Reduce -1.2% 1,651 $1.1M
CTC Alternative Strategies, Ltd. 1.77% No change 1,650 $1.1M
Providence Capital Advisors, LLC 0.19% Reduce -8.8% 1,647 $1.1M
Horizon Investments, LLC 0.01% Add +8.4% 1,646 $1.1M
MAS Advisors LLC 1.73% Reduce -2.0% 1,644 $1.1M
VSM Wealth Advisory, LLC 0.34% Add +0.1% 1,640 $1.1M
Jessup Wealth Management, Inc 0.41% Reduce -0.7% 1,638 $1.1M
Cetera Trust Company, N.A 0.61% No change 1,636 $1.1M
Alamar Capital Management, LLC 0.57% Add +1.8% 1,624 $1.1M
Capstone Wealth Management Group LLC 0.69% No change 1,628 $1.1M
Lodestone Wealth Management LLC 0.49% Add +80.6% 1,627 $1.1M
Barlow Wealth Partners, LLC 0.12% Add +10.4% 1,613 $1.1M
Corundum Trust Company, INC 2.34% Reduce -0.8% 1,616 $1.1M
Avaii Wealth Management, LLC 0.41% Add +19.6% 1,614 $1.1M
Brueske Advisory Services, LLC 0.58% No change 1,609 $1.1M
Alternative Investment Advisors, LLC. 0.49% Add +1.2% 1,607 $1.1M
Concord Wealth Partners 0.15% Reduce -9.2% 1,607 $1.1M
Strategic Investment Advisors / MI 0.10% Add +24.2% 1,607 $1.1M
Wealth Management Nebraska 0.13% No change 1,603 $1.1M
Poinciana Advisors Group, LLC 0.90% No change 1,602 $1.1M
Congress Park Capital LLC 0.33% Reduce -21.0% 1,602 $1.1M
Milestone Asset Management Group, LLC 0.67% Reduce -4.3% 1,596 $1.1M
Infinity Wealth Counsel, LLC 1.03% Reduce -2.6% 1,595 $1.1M
Arq Wealth Advisors, LLC 0.31% Reduce -5.0% 1,584 $1.1M
RiverFront Investment Group, LLC 0.02% Add +16.4% 1,588 $1.1M
Collaborative Wealth Managment Inc. 0.43% Reduce -4.5% 1,587 $1.1M
SMART Wealth LLC 0.40% Add +8.7% 1,582 $1.1M
FSB Premier Wealth Management, Inc. 0.35% Reduce -0.1% 1,578 $1.1M
Readystate Asset Management LP 0.10% Add +23.1% 1,578 $1.1M
Baxter Bros Inc. 0.12% No change 1,571 $1.0M
jvl associates llc 0.35% Add +28.4% 1,571 $1.0M
TCFG Wealth Management, LLC 0.41% Reduce -0.9% 1,569 $1.0M
Investment Partners, LTD. 0.37% Add +22.2% 1,565 $1.0M
MBA Advisors LLC 0.45% Reduce -0.9% 1,565 $1.0M
New South Capital Management Inc. 0.05% New 1,564 $1.0M
Birchcreek Wealth Management, LLC 0.54% No change 1,564 $1.0M
Strategic Financial Concepts, LLC 0.15% Reduce -65.9% 1,562 $1.0M
Legacy Financial Group, Inc. 0.28% Reduce -2.4% 1,561 $1.0M
Signet Investment Advisory Group, Inc. 0.50% No change 1,553 $1.0M
Paragon Advisors, LLC 0.27% Reduce -83.3% 1,552 $1.0M
Stonebridge Capital Advisors LLC 0.07% Reduce -8.9% 1,550 $1.0M
Strategic Financial Services, Inc. 0.05% Reduce -0.3% 1,548 $1.0M
Avalon Capital Management 0.25% Add +14.0% 1,548 $1.0M
Newton One Investments LLC 0.31% Reduce -47.8% 1,547 $1.0M
Hazlett, Burt & Watson, Inc. 0.36% Add +0.3% 1,544 $1.0M
AAF Wealth Management, LLC 0.47% Reduce -3.1% 1,545 $1.0M
RAM Investment Partners, LLC 0.19% Add +8.2% 1,541 $1.0M
QTR Family Wealth, LLC 0.49% Reduce -1.0% 1,538 $1.0M
Clarus Group, Inc. 0.36% Reduce -22.3% 1,537 $1.0M
Cheviot Value Management, LLC 0.11% Reduce -10.3% 1,489 $1.0M
Brian Low Financial Group, LLC 0.79% Add +20.9% 1,536 $1.0M
Hilton Capital Management, LLC 0.08% No change 1,536 $1.0M
Hurlow Wealth Management Group, Inc. 0.27% Reduce -0.1% 1,536 $1.0M
Graney & King, LLC 0.71% Reduce -0.3% 1,532 $1.0M
Ruedi Wealth Management, Inc. 0.28% No change 1,528 $1.0M
Retirement Solution LLC 0.24% Reduce -11.4% 1,526 $1.0M
Kidder Stephen W 0.29% No change 1,525 $1.0M
Rossby Financial, LCC 0.34% Add +2.2% 1,515 $1.0M
LS Investment Advisors, LLC 0.14% Reduce -6.3% 1,511 $1.0M
Bosman Wealth Management, LLC 0.78% Add +77.6% 1,511 $1.0M
AmeriServ Wealth Advisors 0.51% Reduce -15.3% 1,506 $1.0M
New Covenant Trust Company, N.A. 0.93% No change 1,505 $1.0M
Marquette Asset Management, LLC 0.15% Reduce -0.7% 1,504 $1.0M
Cim, LLC 0.13% No change 1,502 $1.0M
Beck Mack & Oliver LLC 0.02% Reduce -1.3% 1,501 $1000K
Vestia Personal Wealth Advisors 0.53% Reduce -0.2% 1,501 $1000K
Opinicus Capital, Inc. 0.69% Reduce -0.8% 1,500 $999K
Lafayette Investments, Inc. 0.19% No change 1,499 $999K
Wilkins Investment Counsel Inc. 0.14% No change 1,499 $999K
Integrated Investment Consultants, LLC 0.17% Add +4.4% 1,499 $998K
Family Capital Trust Co 0.33% No change 1,492 $994K
Lee Financial Co 0.12% Add +58.8% 1,491 $993K
Nichols & Pratt Advisers LLP 0.06% No change 1,486 $990K
Heritage Investors Management Corp. 0.03% Reduce -0.7% 1,485 $989K
Aft, Forsyth & Company, Inc. 0.47% Reduce -1.3% 1,483 $988K
Buttonwood Financial Advisors Inc. 0.34% Add +5.0% 1,483 $988K
Zuckerman Investment Group, LLC 0.09% No change 1,483 $988K
J2 Capital Management Inc 0.74% Add +39.4% 1,482 $987K
Noble Wealth Management PBC 0.53% — 1,482 $987K
Fenimore Asset Management Inc 0.02% No change 1,477 $984K
Keb Asset Management, LLC 0.22% No change 1,476 $983K
Midwest Capital Advisors, LLC 0.47% Add +0.3% 1,474 $982K
Front Street Capital Management, Inc. 0.15% Add +4.8% 1,472 $980K
Fairvoy Private Wealth, LLC 0.22% Add +14.3% 1,469 $979K
United Community Bank 0.30% Reduce -36.8% 1,468 $978K
Capital Counsel LLC 0.04% No change 1,468 $978K
Barnes Pettey Financial Advisors, LLC 0.53% Add +7.0% 1,464 $975K
Dash Acquisitions Inc. 0.19% Add +176.2% 1,414 $972K
Constitution Capital LLC 0.45% Add +2.7% 1,459 $972K
Trellis Wealth Advisors LLC 0.39% Reduce -0.6% 1,456 $970K
Wilson & Boucher Capital Management, LLC 0.64% Reduce -0.7% 1,455 $969K
TFB Advisors LLC 0.28% Reduce -6.2% 1,464 $969K
Sound Financial Strategies Group, LLC 0.71% Add +7.2% 1,450 $966K
GreatBanc Trust CO 0.66% — 1,449 $965K
Burk Holdings LLC 0.51% Reduce -3.0% 1,444 $962K
KRS Capital Management, LLC 0.58% Add +36.5% 1,443 $961K
Prepared Retirement Institute LLC 0.50% Reduce -0.1% 1,440 $959K
Grant Street Asset Management, Inc. 0.20% Add +1.1% 1,438 $958K
Vantage Financial Partners, LLC 0.20% Add +1.3% 1,438 $958K
Valley Financial Group, Inc. 0.54% Add +6.3% 1,438 $958K
Camden National Bank 0.13% Reduce -0.4% 1,437 $957K
Wealth Quarterback LLC 0.37% Add +1.3% 1,435 $956K
WealthCollab, LLC 0.44% No change 1,435 $956K
Marathon Capital Management 0.22% Reduce -6.5% 1,435 $956K
Addison Advisors LLC 0.22% No change 1,432 $954K
AllSquare Wealth Management LLC 0.50% No change 1,429 $952K
Tiemann Investment Advisors, LLC 0.36% Reduce -2.8% 1,428 $952K
Bright Futures Wealth Management, LLC. 0.75% — 1,426 $950K
Steinberg Asset Management LLC 0.68% No change 1,423 $948K
Landing Point Financial Group, LLC 0.49% Reduce -8.7% 1,420 $946K
Northwest Capital Management Inc 0.99% Reduce -55.8% 1,419 $945K
Painted Porch Advisors LLC 0.36% Add +60.0% 1,418 $945K
Code Waechter LLC 0.61% Add +0.5% 1,422 $942K
Cura Wealth Advisors, LLC 0.36% Add +0.1% 1,413 $941K
Ascentis Wealth Management, LLC 0.23% Add +7.6% 1,411 $941K
BKM Wealth Management, LLC 0.35% Reduce -11.0% 1,411 $940K
Planning Center, Inc. 0.10% Reduce -1.9% 1,410 $939K
Valley Forge Investment Consultants Inc. Adv 0.27% Reduce -12.0% 1,409 $939K
Mullaney, Keating & Wright, Inc. 0.52% Add +33.1% 1,406 $937K
Mainsail Asset Management, LLC 0.41% New 1,406 $937K
Seaside Wealth Management, Inc. 0.28% Add +0.2% 1,403 $935K
Encompass Wealth Advisors, LLC 0.32% No change 1,403 $935K
Seneca House Advisors 0.38% No change 1,400 $933K
Martin Capital Advisors, LLP 0.56% No change 1,397 $931K
Orleans Capital Management Corp. 0.60% Reduce -24.1% 1,395 $929K
L.M. Kohn & Company 1.11% Reduce -92.6% 1,392 $928K
Aberdeen Wealth Management LLC 0.58% Add +5.3% 1,392 $927K
Morling Financial Advisors, LLC 0.31% No change 1,392 $927K
Sfm, LLC 0.54% Add +0.1% 1,392 $927K
Quad-Cities Investment Group, LLC 0.39% Add +4.6% 1,390 $926K
GHP Investment Advisors, Inc. 0.04% Reduce -7.2% 1,390 $926K
Insight Wealth Partners, LLC 0.41% Add +4.4% 1,389 $925K
High Note Wealth, LLC 0.19% No change 1,385 $923K
Argentarii, LLC 0.37% Reduce -5.8% 1,385 $923K
Versant Capital Management, Inc 0.13% Add +114.1% 1,379 $918K
Nomura Asset Management Co. Ltd. 0.00% Reduce -22.5% 1,377 $917K
Willow Creek Wealth Management Inc. 0.08% No change 1,373 $915K
TTP Investments, Inc. 0.27% Add +31.0% 1,366 $914K
Beacon Wealthcare LLC 0.32% No change 1,372 $914K
Mattern Wealth Management LLC 0.18% Reduce -0.9% 1,369 $912K
Abbot Financial Management, Inc. 0.39% Reduce -1.7% 1,366 $910K
Torrey Growth & Income Advisors 0.27% — 1,366 $910K
Greenbush Financial Group, LLC 0.35% Add +1.0% 1,362 $908K
Silverlake Wealth Management LLC 0.22% Add +0.1% 1,362 $907K
Nicollet Investment Management, Inc. 0.30% Add +0.9% 1,362 $907K
Manuka Financial, LLC 0.56% Add +4.5% 1,360 $906K
Horizon Bancorp Inc. 0.43% Reduce -0.8% 1,358 $905K
First Financial Corp. 0.35% Reduce -2.8% 1,358 $905K
Waterford Advisors, LLC 0.31% Reduce -94.1% 1,357 $904K
LifeGuide Financial Advisors, LLC 0.33% No change 1,463 $904K
Beacon Financial Group 0.09% Add +0.7% 1,355 $903K
TriaGen Wealth Management LLC 0.24% Reduce -2.6% 1,355 $903K
MWA Asset Management 0.50% Reduce -21.7% 1,354 $902K
Grey Fox Wealth Advisors, LLC 0.18% Reduce -6.7% 1,348 $900K
Jamison Private Wealth Management, Inc. 0.12% No change 1,350 $899K
Stack Financial Management, Inc 0.07% Reduce -2.3% 1,347 $897K
Algorithmic Investment Models, LLC 0.60% New 1,347 $897K
Ariadne Wealth Management, LP 0.40% Add +11.3% 1,334 $897K
Oak Harvest Investment Services 0.10% Reduce -1.6% 1,342 $894K
Symmetry Partners, LLC 0.10% Reduce -26.2% 1,342 $894K
Canton Hathaway, LLC 0.17% No change 1,340 $893K
Global Wealth Management Investment Advisory, Inc. 0.15% Add +27.6% 1,340 $893K
Rothschild Capital Partners, LLC 0.21% Reduce -0.3% 1,337 $891K
Community Bank & Trust, Waco, Texas 0.18% Reduce -1.8% 1,334 $889K
Ipsen Advisor Group LLC 0.64% Reduce -13.6% 1,334 $889K
Summit Wealth Group LLC / Co. 0.09% Add +7.5% 2,077 $888K
Moseley Investment Management Inc. 0.27% Add +10.1% 1,332 $888K
Monument Capital Management 0.22% Reduce -10.1% 1,331 $887K
Mascoma Wealth Management LLC 0.19% Add +191.0% 1,327 $884K
Figure 8 Investment Strategies LLC 0.79% Reduce -3.6% 1,325 $883K
L.K. Benson & Company, P.C. 0.48% No change 1,324 $882K
Phraction Management LLC 0.27% No change 1,324 $882K
RW Investment Management LLC 0.09% No change 1,321 $880K
Great Oak Capital Partners, LLC 0.23% Reduce -15.5% 1,310 $876K
Mark Sheptoff Financial Planning, LLC 0.42% No change 1,310 $873K
Left Brain Wealth Management, LLC 0.27% No change 1,306 $870K
Sequent Planning LLC 0.25% Reduce -0.1% 1,304 $869K
Pointe Capital Management LLC 0.42% Add +15.1% 1,304 $869K
Financial Counselors Inc. 1.15% Add +12.0% 1,301 $867K
D'Orazio & Associates, Inc. 0.11% No change 1,298 $865K
Stanich Group LLC 0.53% Add +2.0% 1,298 $865K
Financial Management Network Inc. 0.14% Reduce -1.7% 1,288 $865K
Horizon Kinetics Asset Management LLC 0.01% Reduce -2.6% 1,294 $862K
Eclectic Associates Inc. 0.16% Reduce -14.8% 1,293 $862K
Cascade Investment Group, Inc. 0.57% Reduce -0.4% 1,290 $859K
Prosperity Wealth Management, Inc. 0.29% Add +28.9% 1,288 $858K
William Mack & Associates, Inc. 0.46% Reduce -0.6% 1,287 $858K
4J Wealth Management LLC 0.50% No change 1,287 $857K
Keystone Global Partners, LLC 0.44% No change 1,284 $855K
Summit Global Investments 0.05% Add +39.3% 1,280 $853K
First National Advisers, LLC 0.12% Reduce -0.5% 1,277 $851K
Solitude Financial Services 0.29% Reduce -98.7% 1,276 $850K
Aufman Associates Inc 0.48% Reduce -2.6% 1,275 $849K
Baker Boyer National Bank 0.28% Reduce -0.4% 1,273 $848K
Stegner Investment Associates Inc. 0.46% Add +0.1% 1,272 $848K
Hilltop Partners LLC 0.25% Reduce -4.7% 1,270 $846K
C M Bidwell & Associates Ltd. 0.41% No change 1,268 $845K
American Trust Investment Advisors, LLC 0.44% No change 1,267 $844K
Piscataqua Savings Bank 0.66% Add +2.4% 1,267 $844K
Finer Wealth Management, Inc. 0.42% Reduce -1.7% 1,267 $844K
Client 1ST Advisory Group, LLC 0.28% Add +4.1% 1,264 $842K
Walker Asset Management, LLC 0.47% Add +8.1% 1,262 $841K
Lee Johnson Capital Management, LLC 0.28% Add +33.4% 1,262 $841K
Hiley Hunt Wealth Management 0.39% Reduce -54.0% 1,260 $839K
Center For Asset Management LLC 0.45% Reduce -3.8% 1,258 $839K
Stonehearth Capital Management, LLC 0.32% No change 1,259 $839K
Ballast, Inc. 0.20% Add +1.6% 1,257 $838K
Monarch Capital Management Inc. 0.20% No change 1,252 $836K
Indie Asset Partners, LLC 1.11% Add +2.0% 1,255 $836K
Defined Financial Planning LLC 0.69% New 1,241 $835K
Wells Trecaso Financial Group, LLC 0.40% Reduce -2.9% 1,250 $833K
Solutions 4 Wealth, Ltd 1.29% Add +10.0% 1,249 $832K
Gen-Wealth Partners Inc 0.28% Add +13.9% 1,246 $830K
17 Capital Partners, LLC 0.45% No change 1,245 $829K
Hayek Kallen Investment Management 0.26% Add +5.2% 1,245 $829K
Ellsworth Advisors, LLC 0.18% Add +201.2% 1,244 $828K
HT Partners LLC 0.25% No change 1,241 $827K
North Point Portfolio Managers Corp. 0.14% Reduce -0.2% 1,240 $826K
a16z Perennial Management, L.P. 0.07% New 1,239 $825K
Cape Investment Advisory, Inc. 0.81% Reduce -81.3% 1,239 $825K
Plan A Wealth LLC 0.42% Add +53.7% 1,237 $824K
Millennium Capital Advisors, LLC 0.50% Reduce -14.5% 1,234 $822K
Washington Trust Bank 0.06% Reduce -15.6% 1,233 $821K
Premier Path Wealth Partners, LLC 0.11% Add +24581.3% 220,898 $818K
Mendel Money Management 0.34% Add +15.7% 1,224 $815K
True Vision MN LLC 0.42% Add +55.6% 1,220 $815K
Miller Financial Services LLC 0.94% Add +18.8% 1,215 $809K
Granite Harbor Advisors, Inc. 0.34% No change 1,213 $808K
Hall Capital Management Co. Inc. 0.32% No change 1,213 $808K
Comprehensive Money Management Services LLC 0.57% No change 1,212 $807K
JB Capital LLC 0.03% Reduce -1.5% 1,212 $807K
Magnolia Capital Advisors LLC 0.21% Add +0.9% 1,210 $806K
Carr Financial Group Corp 0.22% Reduce -0.3% 1,209 $805K
Triune Financial Partners, LLC 0.20% Add +0.3% 1,207 $804K
Peoples Bank 0.80% Reduce -68.2% 1,206 $803K
Fonville Wealth Management LLC 0.18% Add +54.4% 1,204 $802K
Alpha Financial Advisors, LLC 0.28% Add +21.4% 1,204 $802K
Alexander Randolph Advisory, Inc. 0.66% Add +32.8% 1,204 $802K
Boothe Investment Group, Inc. 0.29% No change 1,202 $801K
Cannon Global Investment Management, LLC 2.02% New 1,200 $799K
Intelligent Financial Strategies 0.39% No change 1,194 $797K
LVZ, Inc. 0.09% Reduce -2.3% 1,197 $797K
Silver Lake Advisory, LLC 0.32% Add +0.3% 1,197 $797K
Rogco, LP 0.28% Reduce -23.3% 1,195 $796K
Great Lakes Retirement, Inc. 0.09% Add +90.7% 1,194 $795K
Ascentis Independent Advisors 0.13% Add +1.7% 1,193 $795K
Holistic Financial Partners 0.33% Reduce -1.3% 1,192 $794K
American Money Management, LLC 0.13% Add +9.7% 1,192 $794K
B.O.S.S. Retirement Advisors, LLC 0.19% Reduce -31.1% 1,192 $794K
BCGM Wealth Management, LLC 0.21% Add +2.6% 1,191 $793K
Northcape Wealth Management, LLC 0.23% No change 1,190 $793K
Alteri Wealth LLC 0.27% Add +14.8% 1,189 $792K
Marex Group Ltd 0.01% Reduce -55.7% 1,187 $791K
Vested Financial Planning, LLC 0.64% Add +20.9% 1,185 $789K
Quaker Wealth Management, LLC 0.26% Reduce -12.5% 1,183 $788K
Bedell Frazier Investment Counselling, LLC 0.16% Reduce -22.9% 1,182 $787K
Traveka Wealth, LLC 0.35% Add +14.6% 1,181 $787K
Johnson Bixby & Associates, LLC 0.10% No change 1,181 $787K
HighMark Wealth Management LLC 0.35% Reduce -0.9% 1,178 $785K
Goepper Burkhardt LLC 0.27% No change 1,177 $784K
Weitzel Financial Services, Inc. 0.32% No change 1,187 $784K
Rezny Wealth Management, Inc. 0.18% No change 1,176 $783K
IMPACTfolio, LLC 0.34% No change 1,175 $783K
Wealthcare Capital Management LLC 0.08% No change 1,175 $783K
Dock Street Asset Management Inc. 0.07% Add +3.4% 1,171 $780K
Concord Asset Management, LLC 0.14% Reduce -34.1% 1,167 $777K
Commonwealth Retirement Investments LLC 0.26% No change 1,165 $776K
GKV Capital Management Co., Inc. 0.31% Reduce -1.7% 1,164 $775K
Menlo Advisors LLC 0.37% New 2,500 $775K
My Personal CFO, LLC 0.30% Reduce -88.8% 1,163 $775K
Foundation Wealth Management, LLC\PA 0.30% Reduce -7.7% 1,163 $775K
Vista Investment Partners Ii, LLC 0.36% Add +0.3% 1,161 $774K
Nova R Wealth, Inc. 0.33% Add +8.3% 1,160 $773K
MeadowBrook Investment Advisors LLC 0.68% Reduce -0.8% 1,160 $773K
Nova Wealth Management, Inc. 0.54% Reduce -1.5% 1,157 $771K
Sage Financial Management Group, Inc. 0.25% No change 1,157 $771K
Grantvest Financial Group LLC 0.53% Add +1.9% 1,154 $769K
Unique Wealth Strategies, LLC 0.30% Add +232.0% 1,152 $768K
Gordian Advisors LLC 0.51% No change 1,150 $766K
Lincoln Capital LLC 0.14% No change 1,144 $765K
Xcel Wealth Management, LLC 0.20% Add +11.4% 1,147 $764K
KFG Wealth Management, LLC 0.11% Reduce -0.1% 1,147 $764K
Ardent Capital Management, Inc. 0.32% No change 1,146 $763K
Wealth Effects LLC 0.24% Reduce -18.2% 1,142 $761K
Whitcomb & Hess, Inc. 0.20% Add +30.5% 1,139 $759K
FC Advisory LLC 0.22% Reduce -3.5% 1,136 $757K
Maxele Advisors, LLC 0.65% Reduce -9.2% 1,135 $756K
Tru Independence Asset Management 2, LLC 0.50% No change 1,131 $756K
IVC Wealth Advisors LLC 0.34% Add +0.1% 1,134 $755K
Bath Savings Trust Co 0.07% Reduce -1.7% 1,129 $752K
Northwest Quadrant Wealth Management, LLC 0.16% Reduce -2.8% 1,128 $751K
Marotta Asset Management 0.14% Reduce -4.5% 1,124 $751K
Smart Money Group LLC 0.22% Reduce -15.3% 1,127 $751K
Butensky & Cohen Financial Security, Inc. 0.21% Reduce -0.7% 1,126 $750K
Financial Futures Ltd Liability Co. 0.36% No change 1,124 $749K
Bryant Woods Investment Advisors, LLC 0.29% Reduce -0.6% 1,124 $749K
Certus Wealth Management, LLC 0.45% No change 1,124 $749K
NovaPoint Capital, LLC 0.18% New 1,118 $745K
Alkeme Wealth, LLC 0.32% No change 1,118 $745K
Eaton Financial Holdings Company, LLC 0.21% Add +0.4% 1,114 $742K
True Link Financial Advisors, LLC 0.05% Add +12.6% 1,114 $742K
Avant Financial Advisors LLC 0.56% No change 1,113 $741K
Allodium Investment Consultants, LLC 0.42% No change 1,113 $741K
Swmg, LLC 0.22% Add +0.6% 1,102 $740K
Sageworth Trust Co of South Dakota 0.70% No change 1,110 $739K
Braun-Bostich & Associates Inc. 0.47% Reduce -2.1% 1,110 $739K
Innovative Wealth Building LLC 0.58% Reduce -1.9% 1,109 $739K
Accelerate Investment Advisors LLC 0.50% Add +0.9% 1,109 $739K
Harbor Group, Inc. 0.12% Add +0.2% 1,107 $738K
Mountain Capital Investment Advisors Inc. 0.13% New 1,103 $737K
Choice Wealth Advisors LLC 0.32% Add +0.2% 1,106 $737K
R. W. Roge & Company, Inc. 0.38% No change 1,106 $736K
Elite Life Management LLC 1.49% Add +0.8% 1,101 $732K
Variant Private Wealth, LLC 0.68% Add +0.3% 1,099 $732K
CPA Asset Management Group, LLC 0.28% New 1,098 $732K
Chemung Canal Trust Co. 0.15% No change 1,098 $731K
Beck Capital Management, LLC 0.17% Reduce -1.7% 1,096 $730K
Chico Wealth RIA 0.50% No change 1,095 $729K
Physician Wealth Advisors, Inc. 0.10% Add +15.2% 1,091 $727K
Sompo Asset Management Co., Ltd. 0.13% Reduce -40.8% 1,090 $726K
Fermata Advisors, LLC 0.18% Reduce -11.0% 1,084 $722K
Level Wealth Management LLC 0.38% Add +0.1% 1,081 $720K
Arvest Investments, Inc. 0.10% No change 1,076 $717K
Aspire Growth Partners LLC 0.52% Add +0.3% 1,073 $715K
NavPoint Financial, Inc. 0.37% Add +0.3% 1,071 $714K
Ritter Daniher Financial Advisory LLC / DE 0.13% Add +0.7% 1,071 $714K
OneAscent Family Office, LLC 0.58% No change 1,071 $713K
Smith Shellnut Wilson LLC 0.27% New 1,068 $711K
Schaeffer Financial LLC 0.64% No change 1,066 $710K
Transatlantique Private Wealth LLC 0.23% Reduce -2.6% 1,065 $709K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -100.0% 1,064 $709K
Heritage Wealth Management, Inc. 0.21% Reduce -0.7% 1,063 $708K
TD Capital Management LLC 0.06% Add +2.0% 1,062 $708K
Shufro Rose & Co. LLC 0.06% No change 1,260 $705K
Slagle Financial, LLC 0.26% Add +1.7% 1,055 $703K
Clark Estates Inc. 0.16% No change 1,054 $702K
Seneca Financial Advisors LLC 0.23% Add +5.1% 1,053 $701K
Hubbell Strickland Wealth Management, LLC 0.29% Add +0.7% 1,052 $701K
Harrell Investment Partners, LLC 0.17% No change 1,051 $700K
Creegan & Nassoura Financial Group, LLC 0.45% No change 1,050 $699K
NCM Capital Management, LLC 0.27% No change 1,050 $699K
Jmac Enterprises LLC 0.14% Add +0.2% 1,048 $698K
Scholtz & Company, LLC 0.31% Reduce -0.9% 1,046 $697K
Wealth Management Associates, Inc. 0.25% Reduce -1.4% 1,045 $696K
Security National Bank 0.11% No change 1,044 $695K
Kwmg, LLC 0.06% Add +1.0% 1,043 $695K
Carrera Capital Advisors 0.12% Reduce -14.1% 1,040 $695K
Palisade Capital Management, LP 0.02% No change 1,042 $694K
Elmwood Wealth Management, Inc. 0.25% Reduce -0.9% 1,040 $693K
BG Investment Services, LLC 0.68% Add +1.8% 1,039 $692K
Schulz Wealth, LTD. 0.46% Add +5.7% 1,037 $691K
Terra Nova Asset Management LLC 0.44% Add +0.2% 1,036 $690K
Financial Sense Advisors, Inc. 0.14% Add +8.6% 1,035 $689K
Keystone Financial Services 0.21% Add +0.1% 1,034 $689K
Ted Buchan & Co 0.27% Reduce -27.0% 1,029 $686K
Bay Capital Advisors, LLC 0.45% No change 1,028 $685K
SilverOak Wealth Management LLC 0.12% Add +19.6% 1,027 $684K
Alliance Wealth Management Group 0.15% Add +17.7% 1,026 $684K
25 LLC 0.23% Reduce -1.7% 1,025 $683K
Bull Oak Capital, LLC 0.29% Add +0.1% 1,025 $683K
Atlas Wealth Partners, LLC 0.70% Reduce -1.0% 1,024 $682K
Lakewood Asset Management LLC 0.41% Add +0.1% 1,024 $682K
Compass Financial Group, Inc. 0.31% Reduce -1.6% 1,021 $680K
Investors Research Corp 0.13% Add +0.6% 1,017 $678K
Quest Investment Management LLC 0.07% Add +13.5% 1,016 $677K
Nestegg Advisors, Inc. 0.60% Add +3.5% 1,014 $676K
Thrive Capital Management, LLC 0.17% Add +1.7% 1,010 $673K
RDA Financial Network 0.17% Reduce -1.9% 1,009 $672K
Kennedy Investment Group, Inc. 0.27% Add +0.7% 1,009 $672K
Tidal Investments LLC 0.00% Add +129.3% 1,009 $672K
Cadent Capital Advisors, LLC 0.18% New 1,007 $671K
M. Kulyk & Associates, LLC 0.14% Add +1.6% 1,005 $670K
Athena Investment Management 0.35% No change 1,005 $669K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% No change 1,003 $668K
Councilor Wealth, LLC 0.31% No change 1,001 $667K
Penn Davis McFarland Inc. 0.07% Reduce -9.1% 1,001 $667K
Broyhill Asset Management, LLC 0.58% No change 1,000 $666K
Wolff Financial Management LLC 0.15% No change 1,000 $666K
FSA Wealth Management LLC 0.24% Add +0.2% 1,000 $666K
West Wealth Group, LLC 0.15% Add +33.8% 1,001 $666K
Acima Private Wealth, LLC 0.21% No change 999 $666K
Rhumbline Advisers 0.00% No change 998 $665K
South Plains Financial, Inc. 0.41% No change 998 $665K
Ruggaard & Associates LLC 0.25% No change 992 $661K
Alexis Investment Partners, LLC 0.06% No change 992 $661K
SKY-Mountain Capital Management, Inc. 0.46% No change 989 $660K
Atlantic Family Wealth, LLC 0.51% Reduce -0.8% 990 $660K
Bogart Wealth, LLC 0.03% Reduce -8.3% 990 $660K
Azimuth Capital Investment Management LLC 0.02% Reduce -0.9% 990 $660K
Maryland Capital Advisors Inc. 0.24% Add +40.3% 988 $658K
Hollow Brook Wealth Management LLC 0.16% No change 988 $658K
Hemington Wealth Management 0.09% Add +1.0% 988 $658K
DeDora Capital, Inc. 0.16% No change 987 $658K
Hudock, Inc. 0.10% Add +0.2% 986 $657K
Halbert Hargrove Global Advisors, LLC 0.03% Add +53.6% 986 $657K
Rowlandmiller & Partners.adv 0.13% Add +0.1% 985 $656K
Zullo Investment Group, Inc. 0.24% Add +6.8% 985 $656K
United Financial Planning Group LLC 0.41% — 983 $655K
180 Wealth Advisors, LLC 0.08% Reduce -1.0% 983 $655K
Morton Community Bank 0.15% Add +0.6% 960 $655K
Elequin Capital, LP 0.06% Reduce -22.9% 981 $654K
Hourglass Capital, LLC 0.15% Reduce -6.7% 979 $652K
Heritage Wealth Management, Inc. 0.45% Add +0.1% 979 $652K
City Center Advisors, LLC 0.63% Reduce -19.8% 977 $651K
HHM Wealth Advisors, LLC 0.08% Add +24.3% 976 $650K
Creekside Partners 0.28% Reduce -0.5% 969 $646K
Boyd Wealth Management, LLC 0.28% No change 968 $645K
Matisse Capital 0.29% Add +0.5% 966 $643K
Cambridge Financial Group, Inc. 0.25% Add +12.9% 965 $643K
Check Capital Management Inc. 0.04% No change 965 $643K
Gradient Capital Advisors, LLC 0.17% No change 964 $642K
Briaud Financial Planning Inc 0.21% Add +11.0% 962 $641K
Chris Bulman Inc 0.32% Add +6.1% 960 $640K
ARK & TLK Investments, LLC 0.20% Add +13.2% 959 $639K
Orrstown Financial Services Inc. 0.11% Reduce -38.8% 959 $639K
Requisite Capital Management, LLC 0.11% Add +0.1% 956 $638K
Kathmere Capital Management, LLC 0.05% Add +75.1% 958 $638K
Birch Financial Group, LLC 0.37% Add +0.2% 955 $636K
Regatta Capital Group, LLC 0.10% Reduce -0.8% 954 $636K
RS Crum Inc. 0.14% Reduce -3.1% 953 $635K
MJP Associates Inc. 0.08% Add +1.1% 952 $634K
Old Port Advisors 0.16% Reduce -64.8% 950 $633K
Altrius Capital Management Inc 0.14% Reduce -14.8% 948 $632K
BostonPremier Wealth LLC 0.31% Add +1.8% 949 $632K
America First Investment Advisors, LLC 0.12% Add +0.2% 948 $631K
Opus Capital Group, LLC 0.07% Add +0.1% 944 $629K
Luts & Greenleigh Group, Inc. 0.56% Reduce -2.6% 942 $628K
Northeast Planning Associates, Inc. / NH / 0.53% No change 941 $627K
Legacy Advisory Services, LLC 0.47% Add +0.2% 940 $626K
Unified Investment Management 0.62% Reduce -8.3% 939 $625K
Ade, LLC 0.32% Add +30.9% 936 $624K
Quarry Hill Advisors, LLC 0.32% No change 936 $624K
Dopkins Wealth Management, LLC 0.26% No change 935 $623K
Great Waters Wealth Management 0.07% Reduce -1.3% 935 $623K
Hoge Financial Services, LLC 0.36% Reduce -2.5% 934 $622K
L2 Asset Management, LLC 0.09% Reduce -8.3% 933 $622K
Fulcrum Capital LLC 0.13% No change 930 $620K
Alpine Bank Wealth Management 0.09% Reduce -1.1% 930 $620K
Lionsbridge Wealth Management LLC 0.61% Reduce -76.5% 928 $618K
Baker Tilly Wealth Management, LLC 0.14% Add +25.6% 928 $618K
Lauer Wealth, LLC 0.45% Reduce -10.1% 927 $617K
AIMZ Investment Advisors, LLC 0.19% No change 925 $616K
FF Advisors,LLC 0.29% Add +8.2% 922 $614K
Truvestments Capital LLC 0.11% Add +0.1% 922 $614K
RPg Family Wealth Advisory, LLC 0.13% New 917 $613K
Partners in Financial Planning 0.11% Add +0.1% 920 $613K
Sunbeam Capital Management, LLC 0.38% No change 914 $609K
Tepp RIA, LLC 0.69% Reduce -13.8% 913 $608K
RPG Investment Advisory, LLC 0.07% Reduce -0.1% 912 $608K
Sharp Wealth Advisory, LLC 0.33% Add +2.3% 908 $605K
Mason & Associates Inc 0.12% Add +0.6% 904 $602K
CVA Family Office, LLC 0.08% Reduce -26.0% 901 $600K
Sassicaia Capital Advisers LLC 0.27% Reduce -95.3% 900 $600K
American Investment Services, Inc. 0.14% Add +0.1% 899 $599K
SevenBridge Financial Group, LLC 0.10% Reduce -31.7% 874 $597K
McGlone Suttner Wealth Management, Inc. 0.08% Add +0.1% 896 $597K
Anson Capital, Inc. 0.45% Add +48.7% 895 $596K
Lakeshore Financial Planning, Inc. 0.22% Reduce -6.8% 894 $596K
InvesTrust 0.22% No change 894 $596K
Wealthgarden F.S. LLC 0.42% No change 886 $595K
Asio Capital, LLC 0.09% No change 889 $592K
GMO 0.00% Add +49.5% 888 $592K
Pacific Sun Financial Corp 0.29% No change 886 $591K
Jacobson & Schmitt Advisors, LLC 0.10% Add +121.0% 884 $589K
Riverview Capital Advisers, LLC 0.17% Reduce -20.2% 884 $589K
Finley Financial, LLC 0.27% Reduce -51.5% 883 $588K
Marietta Investment Partners LLC 0.11% Add +4.6% 883 $588K
StoneCrest Wealth Management, Inc. 0.26% Reduce -2.5% 881 $587K
Advocate Group LLC 0.10% No change 879 $586K
Blue Barn Wealth, LLC 0.26% Reduce -62.3% 878 $585K
Ames National Corp. 0.35% No change 878 $585K
Stillwater Wealth Management Group 0.41% — 875 $583K
WealthCare Investment Partners, LLC 0.19% Reduce -2.1% 871 $583K
WP Advisors, LLC 0.15% Reduce -4.3% 873 $582K
Advisory Research Inc. 0.08% Add +90.6% 873 $582K
Enzi Wealth 0.20% Reduce -0.6% 880 $582K
FWG Investments, LLC. 0.40% Add +10.0% 872 $581K
Kelly Financial Group LLC 0.15% No change 870 $580K
Arcadia Investment Management Corp. 0.09% Add +7.5% 870 $580K
Petredis Investment Advisors LLC 0.05% Reduce -0.5% 870 $580K
Eastover Investment Advisors LLC 0.25% Reduce -10.3% 869 $579K
Hamilton Capital Partners, LLC 0.22% No change 868 $578K
Aerodigm Wealth, LLC 0.24% Reduce -42.1% 864 $578K
Cox Capital Mgt LLC 0.38% Add +0.9% 866 $577K
Goldstream Capital Management Ltd 0.20% No change 866 $577K
Roxbury Financial LLC 0.53% Add +0.3% 865 $576K
Financial Life Advisors 0.18% Reduce -1.6% 864 $576K
Advocacy Wealth Management, LLC 0.03% Add +1.4% 864 $576K
Villere St Denis J & Co. LLC 0.06% Reduce -12.7% 860 $573K
Partnership Wealth Management, LLC 0.44% Add +2.8% 859 $572K
Ashton Thomas Securities, LLC 0.08% Reduce -61.9% 858 $572K
Bluestem Financial Advisors, LLC 0.22% Reduce -5.3% 856 $570K
Huntleigh Advisors, Inc. 0.10% Reduce -1.7% 855 $570K
Meadowbrook Wealth Management, LLC 0.60% — 855 $570K
Fishman Jay A Ltd. 0.05% No change 855 $570K
Legacy Solutions, LLC 0.51% No change 854 $569K
LPWM LLC 0.15% Reduce -1.2% 852 $568K
Emory University 0.36% Add +18.2% 851 $567K
O'Brien Wealth Partners LLC 0.08% Reduce -1.3% 851 $567K
Rahlfs Capital, LLC 0.45% No change 850 $566K
Hartree Partners, LP 0.20% New 850 $566K
Brown Wealth Management, LLC 0.16% Reduce -1.4% 848 $565K
Creative Capital Management Investments LLC 0.18% Reduce -2.6% 847 $564K
Graham Capital Wealth Management, LLC 0.58% Add +10.4% 846 $564K
Yukon Wealth Management, Inc. 0.18% Add +0.2% 846 $563K
Beacon Investment Advisors LLC 0.23% Add +10.2% 844 $562K
SMH Capital Advisors Inc. 1.15% Reduce -56.5% 824 $562K
Three Seasons Wealth, LLC 0.06% Reduce -98.5% 746 $560K
Gill Capital Partners, LLC 0.17% Add +5.4% 840 $560K
Asset Planning Services Inc. /La/ 0.24% No change 839 $559K
Barton Investment Management 0.06% No change 839 $559K
Farnam Financial LLC 0.43% New 839 $559K
CJM Wealth Advisers, Ltd. 0.17% No change 837 $558K
Integrated Capital Management, LLC 0.25% Add +83.8% 814 $558K
Discipline Wealth Solutions, LLC 0.15% New 837 $557K
Pacific Sage Partners, LLC 0.09% No change 833 $555K
Kingsman Wealth Management, Inc. 0.31% Add +1.1% 829 $552K
Scientech Research LLC 0.19% Add +53.0% 829 $552K
SLT Holdings LLC 0.37% Add +20.2% 828 $552K
Grant Private Wealth Management Inc 0.34% Reduce -86.4% 828 $552K
Integrity Investment Advisors, LLC 0.36% Add +0.1% 826 $550K
Parkshore Wealth Management, Inc. 0.22% No change 825 $550K
Quarry LP 0.14% Reduce -88.6% 824 $549K
Maltin Wealth Management, Inc. 0.23% Reduce -1.1% 824 $549K
Vantage Point Financial LLC 0.21% Add +0.1% 823 $548K
JBR Co Financial Management Inc 0.23% No change 822 $548K
Finward Bancorp 0.42% Reduce -19.4% 821 $547K
New Capital Management LP 0.14% Add +47.7% 821 $547K
Colonial River Investments, LLC 0.20% Reduce -1.6% 819 $546K
Forbes J M & Co. LLP 0.05% No change 816 $544K
Cornerstone Investment Partners, LLC 0.02% New 814 $542K
RVW Wealth, LLC 0.04% Add +14.0% 813 $541K
Boston Standard Wealth Management, LLC 0.09% Add +0.3% 812 $541K
Redwood Financial Network Corp 0.34% Reduce -6.5% 810 $539K
Prairie Wealth Advisors, Inc. 0.22% Add +11.0% 805 $538K
Mowery & Schoenfeld Wealth Management, LLC 0.92% No change 805 $536K
Entrewealth, LLC 0.28% No change 804 $536K
Elite Financial, Inc. 0.24% Reduce -6.0% 783 $534K
Bollard Group LLC 0.01% No change 800 $533K
Trace Wealth Advisors, LLC 0.40% No change 800 $533K
HC Advisors, LLC 0.37% Reduce -0.6% 800 $533K
Farrow Financial, Inc. 0.31% No change 800 $533K
Flynn Zito Capital Management, LLC 0.20% Add +0.9% 799 $533K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -1.8% 800 $532K
Strathmore Capital Advisors, Inc. 0.22% Reduce -10.3% 798 $532K
Keeler Thomas Management LLC 0.24% New 796 $530K
KDK Private Wealth Management, LLC 0.54% Add +10.7% 795 $530K
Emergent Wealth Advisors, LLC 0.31% Add +0.3% 795 $530K
Harbor Advisory Corp. 0.16% Add +0.4% 794 $529K
Rather & Kittrell, Inc. 0.09% Add +101.5% 792 $528K
Peak Retirement Planning, Inc. 0.15% Add +31.5% 789 $526K
Pennington Partners & Co., LLC 0.25% Reduce -0.1% 786 $525K
Boulder Wealth Advisors, LLC 0.24% — 787 $524K
Adell Harriman & Carpenter Inc. 0.03% Reduce -1.8% 784 $522K
Centennial Wealth Advisory LLC 0.15% Add +19.7% 783 $522K
Beverly Hills Private Wealth, LLC 0.09% Add +47.3% 782 $521K
Crew Capital Management, Ltd 0.35% No change 782 $521K
AMJ Financial Wealth Management 0.13% Add +3.4% 782 $521K
Western Pacific Wealth Management, LP 0.51% No change 782 $521K
Darwin Wealth Management, LLC 0.17% Add +3.6% 780 $520K
Picton Mahoney Asset Management 0.01% No change 780 $520K
Parkwoods Wealth Partners, LLC 0.18% Add +2.8% 780 $520K
Oak Asset Management, LLC 0.18% No change 780 $520K
Jacobs Levy Equity Management, Inc. 0.00% Add +30.0% 780 $520K
Laidlaw Wealth Management LLC 1.24% Reduce -0.3% 778 $518K
Gimbal Financial 0.31% Reduce -1.3% 777 $518K
WestHill Financial Advisors, Inc. 0.10% Add +1.0% 774 $516K
Dividend Assets Capital, LLC 0.09% No change 774 $516K
Planned Solutions, Inc. 0.18% Reduce -7.6% 774 $516K
WJ Wealth Management, LLC 0.23% Reduce -51.9% 756 $515K
PFW Advisors LLC 0.15% Add +20.2% 773 $515K
Vannoy Advisory Group, Inc. 0.34% No change 771 $514K
Tarbox Family Office, Inc. 0.08% Reduce -0.9% 771 $514K
Fortis Capital Management LLC 0.07% Add +15.1% 768 $512K
Brown Financial Advisory 0.27% No change 768 $512K
Stewardship Advisors, LLC 0.12% Reduce -19.5% 767 $511K
William B. Walkup & Associates, Inc. 0.27% No change 765 $510K
Probity Advisors, Inc. 0.08% No change 765 $510K
Retirement Planning Group, LLC / NY 0.38% Add +6.3% 762 $509K
Fortitude Family Office, LLC 0.14% Add +3.1% 764 $509K
Allen Capital Group, LLC 0.05% Reduce -54.2% 762 $508K
Triton Financial Group Inc 0.34% New 762 $508K
One Wealth Capital Management, LLC 0.23% Add +12.1% 762 $508K
North Forty Two & Co. 0.50% Add +0.1% 762 $507K
Certior Financial Group, LLC 0.34% Reduce -1.3% 761 $507K
Acute Investment Advisory, LLC 4.26% Reduce -19.9% 761 $507K
Vision Capital Management, Inc. 0.06% Reduce -14.2% 760 $506K
Avid Wealth Partners LLC 0.25% No change 756 $505K
Stage Harbor Financial, LLC 0.37% No change 757 $504K
Rf&l Wealth Management, LLC 0.30% No change 757 $504K
Landmark Wealth Management, LLC 0.20% Reduce -0.4% 756 $503K
Gentry Private Wealth, LLC 0.35% Add +30.4% 754 $502K
Legacy Capital Group California, Inc. 0.13% Reduce -1.4% 754 $502K
Strategic Investment Solutions, Inc. 0.13% Add +14.1% 753 $502K
Atwater Malick LLC 0.15% Add +5.6% 750 $500K
SFE Investment Counsel 0.08% No change 750 $500K
Elm3 Financial Group, LLC 0.41% Reduce -0.7% 750 $499K
Kensington Investment Counsel, LLC 0.20% Reduce -25.1% 747 $498K
CLG LLC 0.14% Reduce -16.5% 746 $497K
Legacy Bridge, LLC 0.21% Reduce -0.3% 745 $497K
Academy Capital Management 0.07% Reduce -11.0% 745 $496K
Dynamic Financial Group 0.43% Reduce -3.4% 745 $496K
Sachem Hill LLC 0.10% Reduce -0.5% 744 $496K
3EDGE Asset Management, LP 0.03% Reduce -12.4% 743 $495K
Gerber, LLC 0.31% Add +0.1% 743 $495K
Avondale Wealth Management 0.26% No change 742 $494K
Strategic Planning Group, LLC 0.07% Add +0.1% 738 $492K
James Hambro & Partners LLP 0.02% No change 738 $492K
Kondo Wealth Advisors, Inc. 0.20% Reduce -1.5% 737 $491K
McNaughton Wealth Management, LLC 0.21% Reduce -4.5% 737 $491K
Vance Wealth, LLC 0.15% Add +0.6% 735 $491K
Seascape Capital Management 0.14% Add +0.3% 736 $490K
Premier Financial Group 0.13% No change 738 $489K
DeepCurrents Investment Group LLC 1.07% Reduce -59.3% 733 $488K
Sonoma Private Wealth LLC 0.58% No change 732 $488K
Detalus Advisors, LLC 0.13% Add +0.1% 731 $487K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -4.8% 730 $486K
TPG Financial Advisors, LLC 0.18% No change 728 $485K
Ahl Investment Management, Inc. 0.33% Add +6.8% 726 $484K
Winnacle Wealth LLC 0.38% Add +383.3% 725 $484K
David Kennon Inc 0.17% No change 721 $481K
Regimen Wealth, LLC 0.14% Add +0.3% 721 $480K
HWG Holdings LP 0.12% Add +26.1% 721 $480K
Parker Financial LLC 0.20% No change 721 $480K
CYBER HORNET ETFs LLC 0.31% Add +4.0% 720 $480K
Timonier Family Office, LTD. 0.16% Add +0.1% 715 $477K
Montgomery Investment Management Inc. 0.17% New 716 $477K
Hoffman, Alan N Investment Management 0.21% Reduce -11.0% 713 $475K
Integris Wealth Management, LLC 0.12% Add +74.5% 712 $474K
Benson Investment Management Company, Inc. 0.16% No change 712 $474K
Quest 10 Wealth Builders, Inc. 0.44% Reduce -31.4% 711 $474K
Bayforest Capital Ltd 0.23% Add +71000.0% 711 $474K
Topel & Distasi Wealth Management, LLC 0.23% Add +4.9% 710 $473K
Peloton Wealth Strategists 0.19% Reduce -3.9% 709 $472K
Waterway Wealth Management, LLC 0.11% Add +5.8% 707 $471K
Presilium Private Wealth, LLC 0.09% No change 705 $470K
Eagle Harbor Asset Management Inc. 0.41% No change 704 $469K
Fortis Advisors, LLC 0.27% New 703 $468K
Great Point Wealth Advisors, LLC 0.09% — 703 $468K
Cidel Asset Management Inc. 0.03% Add +19.4% 702 $468K
Mach-1 Financial Group, LLC 0.07% Add +67.1% 700 $467K
Integrity Advisory Solutions, LLC 0.07% — 700 $467K
Decatur Capital Management, Inc. 0.19% No change 700 $466K
Uniting Wealth Partners, LLC 0.11% Add +29.3% 698 $466K
Access Financial Services, Inc. 0.17% Reduce -5.8% 853 $466K
HBK Investments L P 0.01% New 697 $464K
Cooper Capital Advisors LLC 0.30% Add +1.5% 695 $463K
Up Strategic Wealth Investment Advisors LLC 0.35% No change 695 $462K
Hobbs Group Advisors, LLC 0.14% Add +0.1% 694 $462K
Lester Murray Antman dba SimplyRich 0.12% No change 694 $462K
Andina Capital Management, LLC 0.26% Add +75.4% 693 $461K
Balanced Wealth Group LLC 0.20% Reduce -0.3% 747 $461K
Higgins & Schmidt Wealth Strategies LLC 0.23% Add +16.8% 690 $460K
Pacifica Partners Inc. 0.16% Reduce -16.2% 687 $459K
Gallagher Capital Advisors, LLC 0.26% Add +0.3% 671 $459K
Carnegie Lake Advisors LLC 0.18% Reduce -12.7% 689 $459K
Highline Wealth Partners LLC 0.12% Add +1.5% 688 $458K
Interactive Financial Advisors, Inc. 0.25% Reduce -33.8% 687 $458K
Keystone Financial Services, LLC 0.32% Add +0.1% 687 $457K
Altiora Financial Group, LLC 0.08% Reduce -84.8% 686 $457K
Spectrum Investment Advisors, Inc. 0.25% Add +0.1% 686 $457K
Balanced Rock Investment Advisors LLC 0.33% Add +17.3% 685 $456K
WealthTrust Asset Management, LLC 0.32% Reduce -9.4% 684 $456K
Moller Wealth Partners 0.10% No change 684 $456K
Pflug Koory, LLC 0.22% Add +3.3% 683 $455K
Teamwork Financial Advisors, LLC 0.05% Reduce -2.2% 679 $453K
Cross Staff Investments Inc 0.32% Add +62.4% 679 $452K
Forum Private Client Group LLC 0.16% No change 678 $452K
Gilbert Capital Group, Inc. 0.35% Reduce -9.4% 675 $450K
Anchor Capital Advisors LLC 0.01% Add +0.3% 671 $447K
Pring Turner Capital Group Inc. 0.27% No change 671 $447K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +5.5% 669 $447K
Miller Wealth Advisors, LLC 0.18% Add +0.3% 670 $446K
London Co. of Virginia 0.00% Reduce -20.8% 669 $446K
Koa Wealth Management, LLC 0.33% Add +26.9% 669 $446K
MN Wealth Advisors, LLC 0.24% Reduce -2.9% 668 $446K
Meadow Creek Wealth Advisors LLC 0.29% Add +0.1% 672 $444K
EnRich Financial Partners LLC 0.13% No change 666 $444K
Mayfair Advisory Group, LLC 0.19% Add +0.1% 665 $443K
Littlejohn Financial Services, Inc. 0.32% Add +3.1% 663 $442K
CCM Investment Advisers LLC 0.04% Add +6.1% 663 $442K
Signature Resources Capital Management, LLC 0.24% Reduce -31.3% 660 $440K
Cornerstone Enterprises, LLC 0.22% No change 660 $440K
44 Wealth Management LLC 0.15% New 660 $440K
Instrumental Wealth, LLC 0.31% Add +0.2% 646 $439K
Eaton-Cambridge Inc. 0.15% New 659 $439K
Joule Financial, LLC 0.13% Add +14.1% 657 $438K
Northwest Wealth Management, LLC 0.07% No change 656 $437K
Ring Mountain Capital, LLC 0.24% No change 654 $436K
Brick & Kyle, Associates 0.16% No change 653 $435K
Advisors Preferred, LLC 0.06% New 650 $434K
Advus Financial Partners, LLC 0.10% No change 652 $434K
Francis Financial, Inc. 0.08% No change 651 $434K
Mittelman Wealth Management 0.28% Reduce -3.9% 649 $432K
Vista Finance, LLC 0.29% Reduce -5.5% 648 $432K
Cascade Investment Advisors, Inc. 0.26% No change 647 $431K
Davidson Capital Management Inc. 0.10% No change 645 $430K
Templeton & Phillips Capital Management, LLC 0.31% No change 645 $430K
Eliot Finkel Investment Counsel, LLC 0.26% No change 645 $430K
Louisbourg Investments Inc. 0.09% Reduce -6.3% 645 $430K
Stonekeep Investments, LLC 0.27% Add +4.4% 645 $430K
Pine Harbor Wealth Management, LLC 0.14% Add +0.2% 640 $427K
Field & Main Bank 0.13% Reduce -2.0% 641 $427K
VestGen Investment Management 0.26% New 640 $426K
Scissortail Wealth Management, LLC 0.09% No change 638 $425K
Baugh & Associates, LLC 0.21% No change 666 $425K
Partners Wealth Management, LLC 0.42% Reduce -3.0% 637 $424K
Banque Transatlantique SA 0.01% Reduce -33.0% 635 $423K
TCP Asset Management, LLC 0.08% Add +6.2% 633 $422K
New England Professional Planning Group Inc. 0.19% Reduce -14.6% 631 $420K
Vickerman Investment Advisors, Inc. 0.09% Reduce -2.0% 631 $420K
Redmond Asset Management, LLC 0.10% Add +0.2% 628 $418K
Knightsbridge Asset Management, LLC 0.07% No change 627 $418K
O'Brien Greene & Co. Inc 0.13% Reduce -3.1% 626 $417K
Diligent Investors, LLC 0.11% Reduce -0.3% 624 $416K
Schiavi & Co LLC 0.14% Add +27.7% 623 $415K
Robinswood Financial LLC 0.14% Add +2.0% 622 $415K
Arcadia Wealth Management, LLC 0.16% Reduce -12.8% 622 $414K
Total Wealth Planning, LLC 0.05% Reduce -5.3% 620 $413K
Verde Capital Management 0.09% Reduce -2.2% 619 $413K
Global Wealth Strategies & Associates 0.11% Reduce -10.6% 618 $412K
Mendel Capital Management LLC 0.22% No change 617 $411K
Strategent Financial, LLC 0.29% No change 617 $411K
Coerente Capital Management 0.07% Reduce -20.6% 615 $410K
Norris Perne & French LLP 0.03% Reduce -1.0% 614 $409K
Strategic Financial Partners, Ltd. 0.19% No change 611 $407K
Corepath Wealth Partners LLC 0.30% Add +0.2% 606 $407K
Capital Squared Financial LLC 0.35% Add +0.3% 611 $407K
Elgethun Capital Management 0.07% Add +3.7% 611 $407K
Synergy Investment Management, LLC 0.16% Add +5.7% 610 $406K
Old North State Wealth Management, LLC 0.19% Reduce -0.2% 603 $405K
Adamsbrown Wealth Consultants LLC 0.11% Add +0.5% 607 $404K
Meridian Wealth Partners, LLC 0.06% No change 606 $404K
Monument Group Wealth Advisors, LLC 0.24% No change 606 $404K
GLOBALT Investments LLC / GA 0.01% Reduce -7.6% 605 $403K
Advisors Management Group Inc. 0.07% Reduce -6.6% 605 $403K
KERR FINANCIAL PLANNING Corp 0.57% — 599 $403K
Crane Advisory, LLC 0.06% No change 600 $403K
Vectors Research Management, LLC 0.13% Reduce -8.9% 603 $402K
LifeGoal Investments, LLC 0.33% Add +3.6% 603 $402K
WPG Advisers, LLC 0.31% Add +0.7% 602 $401K
Rinkey Investments 0.11% Add +1.7% 601 $400K
Tilia Fiduciary Partners, Inc. 0.23% Reduce -19.2% 601 $400K
Daner Wealth Management, LLC 0.26% No change 601 $400K
Muirfield Wealth Advisors LLC 0.29% Add +0.3% 597 $398K
Herold Advisors, Inc. 0.09% Reduce -42.9% 596 $397K
Dudley Capital Management, LLC 0.18% Reduce -0.8% 596 $397K
Cathy Pareto & Associates, Inc. 0.30% Reduce -15.0% 594 $396K
Shepherd Kaplan Krochuk, LLC 0.32% Add +0.2% 594 $396K
Walker Financial Services, Inc. 0.15% Reduce -2.6% 593 $395K
BlueStem Wealth Partners, LLC 0.04% Reduce -4.5% 588 $392K
Southland Equity Partners LLC 0.08% Reduce -14.2% 588 $392K
Harfst & Associates, Inc. 0.07% No change 588 $392K
Mill Capital Management, LLC 0.03% Add +4.6% 588 $392K
Straight Path Wealth Management 0.11% Add +8.5% 587 $391K
ShankerValleau Wealth Advisors, Inc. 0.10% Reduce -1.0% 587 $391K
Spurstone Advisory Services, LLC 5.59% No change 585 $390K
Inspire Advisors, LLC 0.04% Add +10.4% 583 $388K
Cary Street Partners Investment Advisory LLC 0.16% Reduce -21.2% 582 $388K
Poehling Capital Management, INC. 0.08% Reduce -5.1% 582 $388K
Trust Co 0.04% Add +56.8% 580 $386K
CWC Advisors, LLC. 0.19% Add +10.1% 579 $386K
Commons Capital, LLC 0.26% Add +0.5% 579 $385K
Astoria Strategic Wealth, Inc. 0.10% No change 578 $385K
Mission Hills Financial Advisory, LLC 0.20% Reduce -15.6% 577 $384K
Covington Investment Advisors Inc. 0.05% Add +9.5% 577 $384K
Kilter Group LLC 0.18% Add +0.7% 576 $384K
Capital Markets Trading UK LLP 0.39% Reduce -83.1% 575 $383K
Morey & Quinn Wealth Partners, LLC 0.28% No change 574 $383K
Boston Common Asset Management, LLC 0.01% Add +0.2% 572 $381K
Future Fund LLC 0.13% No change 572 $381K
Blume Capital Management, Inc. 0.07% Add +108.0% 572 $381K
Everest Private Wealth 0.24% Add +0.2% 571 $380K
RBA Wealth Management, LLC 0.13% No change 571 $380K
Strengthening Families & Communities, LLC 0.08% Add +0.2% 570 $380K
Petix & Botte Co 0.09% Add +9.2% 570 $380K
Walled Lake Planning & Wealth Management, LLC 0.12% Add +0.2% 569 $379K
Edgemoor Investment Advisors, Inc. 0.03% Add +12.7% 567 $378K
IFS Group,LLC 0.33% — 564 $377K
Mindset Wealth Management, LLC 0.10% Add +0.5% 566 $377K
Bulwark Capital Corp 0.29% No change 565 $376K
Wealth Management Strategies, Inc. 0.19% Add +0.2% 564 $376K
Ballew Advisors, Inc 0.21% Add +22.3% 566 $375K
Viawealth, LLC 0.20% No change 562 $374K
Spectrum Planning & Advisory Services Inc. 0.21% Add +13.8% 562 $374K
Rakuten Securities, Inc. 0.14% Reduce -30.9% 560 $373K
Mainstay Capital Management LLC 0.04% Reduce -71.2% 559 $373K
First Citizens Financial Corp 0.18% No change 558 $372K
Sweeney & Michel, LLC 0.12% Add +7.2% 569 $371K
Hill Island Financial LLC 0.09% Reduce -4.5% 557 $371K
Kimelman & Baird, LLC 0.03% No change 557 $371K
tru Independence LLC 0.10% Add +5.5% 556 $371K
Presidio Capital Management, LLC 0.13% Reduce -12.5% 555 $370K
Elevated Capital Advisors, LLC 0.09% Reduce -33.4% 554 $369K
IAG Wealth Partners, LLC 0.04% Reduce -10.5% 554 $369K
Cedar Mountain Advisors, LLC 0.07% Add +2.8% 554 $369K
Lynch & Associates 0.07% Reduce -25.9% 553 $368K
Evolution Wealth Management Inc. 0.38% Reduce -60.8% 552 $368K
Boomfish Wealth Group, LLC 0.20% Reduce -9.5% 551 $367K
AF Advisors, Inc. 0.15% No change 550 $366K
Brio Consultants, LLC 0.05% Add +7.7% 549 $366K
Conrad Siegel Investment Advisors, Inc. 0.08% No change 545 $363K
Cardinal Capital Management 0.05% Reduce -1.8% 543 $363K
CarsonAllaria Wealth Management, Ltd. 0.19% Add +22.6% 543 $362K
Melone Private Wealth, LLC 0.16% Add +0.2% 543 $362K
Glass Jacobson Investment Advisors llc 0.13% Add +21.4% 540 $360K
Hilltop Wealth Advisors, LLC 0.19% Reduce -1.3% 540 $360K
Stillwater Capital Advisors, LLC 0.04% Add +0.2% 538 $358K
Strong Tower Advisory Services 0.07% Reduce -17.1% 537 $358K
Somerville Kurt F 0.06% Add +9.4% 536 $357K
Aquire Wealth Advisors, LLC 0.09% No change 535 $356K
PYA Waltman Capital, LLC 0.10% Reduce -5.3% 535 $356K
Disciplined Equity Management, Inc. 0.19% No change 532 $354K
Security National Bank of Sioux City Iowa 0.23% No change 530 $353K
Northstar Asset Management Inc. 0.09% No change 529 $352K
Petra Financial Advisors Inc. 0.20% Add +4.8% 528 $352K
Trajan Wealth LLC 0.02% New 528 $352K
Hager Investment Management Services, LLC 0.19% No change 528 $352K
Longview Financial Advisors LLC 0.20% No change 527 $351K
Financial Strategies Group, Inc. 0.07% No change 513 $351K
United Bank 0.12% Reduce -3.9% 525 $350K
Barometer Capital Management Inc. 0.08% Add +10.5% 525 $350K
Point Windward Advisors Inc. 0.16% Reduce -1.9% 522 $348K
Mechanics Financial Corp 0.13% No change 521 $347K
Future Financial Wealth Managment LLC 0.22% No change 520 $346K
KWB Wealth 0.04% Reduce -14.5% 560 $346K
Southern Capital Advisors, LLC 0.16% Add +0.2% 519 $346K
Burns Matteson Capital Management, LLC 0.15% Reduce -0.4% 519 $346K
Lauterbach Financial Advisors, LLC 0.17% Add +15.1% 519 $346K
PSI Advisors, LLC 0.09% No change 518 $345K
Tamar Securities, LLC 0.04% Add +10.2% 517 $344K
ODonnell Financial Services, LLC 0.12% New 517 $344K
Richardson Capital Management LLC 0.16% Reduce -11.2% 515 $343K
Worth Asset Management, LLC 0.15% Reduce -33.7% 515 $343K
Community Bank of Raymore 0.24% No change 515 $343K
Vantage Investment Partners, LLC 0.02% No change 515 $343K
Planning Directions Inc. 0.18% No change 513 $342K
Boyum Wealth Architects LLC 0.21% Add +46.3% 512 $341K
Mustard Seed Financial, LLC 0.22% Add +1.4% 512 $341K
Fiduciary Advisors, Inc. 0.28% Add +3.6% 512 $341K
Elk River Wealth Management LLC 0.05% New 509 $340K
Beck Bode, LLC 0.05% Reduce -16.7% 508 $339K
Jim Saulnier & Associates, LLC 0.19% New 508 $338K
Post Resch Tallon Group Inc. 0.30% Add +0.2% 506 $337K
Thompson Davis & Co., Inc. 0.21% Reduce -2.3% 506 $337K
LMR Partners LLP 0.01% Reduce -99.0% 506 $337K
Logan Capital Management Inc. 0.01% Add +199.4% 506 $337K
Wisconsin Wealth Advisors, LLC 0.32% No change 505 $336K
Sound Stewardship, LLC 0.16% Reduce -4.7% 504 $336K
Kestra Investment Management, LLC 0.01% Reduce -16.6% 504 $336K
Cutler Capital Management, LLC 0.13% Reduce -0.4% 502 $334K
Smallwood Wealth Investment Management, LLC 0.17% Add +126.7% 501 $334K
Fiscal Wisdom Wealth Management, LLC 0.32% — 499 $333K
Bramshill Investments, LLC 0.02% No change 496 $330K
Hunter Associates Investment Management LLC 0.05% New 494 $330K
Davis Investment Partners, LLC 0.11% Add +25.4% 494 $329K
Argent Advisors, Inc. 0.10% Reduce -27.4% 494 $329K
M Wealth Management, LLC 0.29% Add +12.8% 493 $328K
Adapt Wealth Advisors, LLC 0.12% Add +33.6% 493 $328K
Cypress Point Wealth Management, LLC 0.07% Add +0.2% 493 $328K
Stableford Capital II LLC 0.12% Reduce -7.9% 491 $327K
Mullooly Asset Management, Inc. 0.12% Add +0.2% 488 $325K
Axos Invest Inc. 0.24% Reduce -21.4% 488 $325K
Harold Davidson & Associates Inc. 0.15% New 488 $325K
Synergy Financial Group, LTD 0.22% Reduce -7.6% 484 $322K
4WEALTH Advisors, Inc. 0.30% Reduce -3.6% 483 $322K
Reliant Investment Partners, LLC 0.25% No change 476 $319K
Blackhill Capital Inc. 0.02% No change 478 $318K
Gray Private Wealth, LLC 0.16% No change 478 $318K
Fox Hill Wealth Management 0.15% Reduce -0.2% 477 $318K
TradeWell Securities, LLC. 0.13% Add +0.2% 475 $317K
Whitaker-Myers Wealth Managers, LTD. 0.07% Reduce -89.1% 476 $317K
Sarver Vrooman Wealth Advisors 0.20% No change 474 $316K
Greenwood Capital Associates LLC 0.04% No change 468 $312K
Phillips Wealth Planners LLC 0.26% Reduce -8.0% 462 $310K
Clear Investment Research, LLC 0.41% Reduce -5.7% 465 $310K
Alexander Labrunerie & Co., Inc. 0.12% New 464 $309K
Benchmark Investment Advisors LLC 0.18% — 463 $308K
Dagco, Inc. 0.08% No change 462 $308K
Caldwell Sutter Capital, Inc. 0.13% No change 461 $307K
Continental Investors Services, Inc. 0.46% Reduce -5.7% 462 $307K
Schmidt P J Investment Management Inc. 0.05% Reduce -5.2% 460 $306K
Colton Groome Financial Advisors, LLC 0.09% Reduce -1.1% 459 $306K
Moulton Wealth Management, Inc. 0.22% Add +0.2% 458 $305K
Pachira Investments Inc. 0.17% Add +3.4% 458 $305K
Professional Financial Advisors, LLC 0.06% Reduce -4.4% 457 $305K
Cornerstone Management, Inc. 0.05% No change 456 $304K
Olympiad Research LP 0.42% Reduce -42.4% 456 $304K
Bond & Devick Financial Network, Inc. 0.09% Add +5.1% 456 $304K
KOM Wealth Management Group, LLC 0.23% Reduce -42.6% 456 $304K
Westhampton Capital, LLC 0.15% No change 455 $303K
Stanley-Laman Group, Ltd. 0.04% No change 452 $301K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.20% No change 443 $301K
Quantum Financial Planning Services, Inc. 0.12% Reduce -5.3% 451 $301K
Chancellor Financial Group WB LP 0.21% Add +17.8% 451 $300K
Clay Northam Wealth Management, LLC 0.17% No change 451 $300K
Tme Financial, Inc. 0.22% Add +0.2% 450 $300K
Schulhoff & Co. Inc. 0.13% No change 450 $300K
Ramirez Asset Management, Inc. 0.04% No change 450 $300K
Golden Bell Financial Planning LLC 0.26% No change 448 $298K
Beckerman Institutional, LLC 0.18% Add +1.1% 448 $298K
Wrenne Financial Planning LLC 0.13% Add +4.2% 447 $298K
Piedmont Capital Management, LLC 0.16% Reduce -11.3% 446 $297K
DORVAL Corp 0.10% Add +0.2% 445 $296K
Jackson Thornton Wealth Management, LLC 0.03% No change 440 $296K
Uhlmann Price Securities, LLC 0.18% Reduce -3.1% 444 $296K
Banco BTG Pactual S.A. 0.04% No change 444 $296K
Brooks, Moore & Associates, Inc. 0.15% Add +6.7% 2,096 $295K
Sunburst Financial Group, LLC 0.06% Add +0.2% 441 $294K
Crescent Sterling, Ltd. 0.31% New 440 $293K
Portfolio Strategies, Inc. 0.03% Add +12.6% 437 $291K
Heritage Family Offices, LLP 0.14% Add +4.8% 436 $290K
Riversedge Advisors, LLC 0.05% Add +0.2% 434 $289K
North Ridge Wealth Advisors, Inc. 0.17% Add +140.6% 433 $288K
ROSS\JOHNSON & Associates LLC 5.42% No change 432 $288K
Weybosset Research & Management LLC 0.09% Reduce -10.0% 432 $288K
Drive Wealth Management, LLC 0.06% Reduce -70.8% 430 $287K
Genesis Private Wealth, LLC 0.12% New 429 $286K
FLC Capital Advisors 0.06% Add +6.2% 429 $286K
Newport Capital Group, LLC 0.18% Reduce -0.5% 426 $285K
McRae Capital Management Inc. 0.06% Add +1.7% 427 $284K
Drake & Associates, LLC 0.06% New 419 $284K
Applied Capital LLC 0.11% Reduce -14.1% 426 $284K
M. Kraus & Co 0.08% Reduce -56.8% 426 $284K
BetterWealth, LLC 0.07% No change 426 $284K
OLIO Financial Planning 0.08% No change 426 $284K
Talisman Wealth Advisors LLC 0.23% Reduce -0.7% 426 $284K
Pecaut & Co. 0.09% No change 425 $283K
NRI Wealth Management LC 0.15% Add +5.2% 424 $282K
Arcataur Capital Management LLC 0.08% No change 423 $282K
Biondo Investment Advisors, LLC 0.04% No change 423 $282K
Israel Discount Bank of New York 0.83% Add +4.7% 422 $281K
Adaptive Financial Consulting, LLC 0.11% No change 421 $281K
Patient Capital Management, LLC 0.01% New 421 $281K
Clifford Group, LLC 0.22% Reduce -6.2% 421 $280K
O'Connor Financial Group LLC 0.12% Reduce -2.8% 420 $280K
Barnett & Company, Inc. 0.22% No change 420 $280K
Skyline Advisors, Inc. 0.10% Add +0.2% 419 $279K
LongView Wealth Management 0.08% Add +0.2% 418 $278K
Trust Co of Kansas 0.13% No change 418 $278K
Quattro Financial Advisors LLC 0.09% No change 416 $278K
Flywheel Private Wealth LLC 0.22% No change 417 $278K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 415 $277K
Gleason Group, Inc. 0.03% Add +17.6% 415 $277K
Summit Wealth Group, LLC 0.07% Reduce -2.4% 414 $276K
Coston, McIsaac & Partners 0.07% Add +19.9% 415 $276K
Inman Jager Wealth Management, LLC 0.18% Reduce -2.6% 414 $276K
Continuum Wealth Advisors, LLC 0.12% Reduce -17.5% 414 $276K
Notis-McConarty Edward 0.13% Add +10.7% 414 $276K
Koesten, Hirschmann & Crabtree, INC. 0.13% No change 413 $275K
Jag Capital Management, LLC 0.03% Reduce -36.1% 411 $274K
Prodigy Asset Management LLC 0.12% No change 411 $274K
Aviso Wealth Management 0.12% No change 410 $273K
Thomasville National Bank 0.02% Reduce -2.6% 410 $273K
Peak Financial Management, Inc. 0.07% No change 409 $273K
John W. Brooker & Co., CPAs 0.55% Add +22.8% 409 $273K
Altman Advisors, Inc. 0.10% Reduce -2.6% 409 $272K
Whitener Capital Management, Inc. 0.07% Add +0.5% 408 $272K
Bowman & Co S.C. 0.12% Add +0.3% 408 $272K
Northwest Financial Advisors 0.35% Reduce -22.9% 408 $271K
DF Dent & Co. Inc. 0.00% No change 406 $270K
Red Mountain Financial, LLC 0.27% No change 406 $270K
Court Place Advisors, LLC 0.08% New 405 $270K
Durante & Waters, LLC 0.20% No change 405 $270K
Stockman Wealth Management, Inc. 0.03% Reduce -1.2% 404 $269K
Rodgers & Associates, LTD 0.03% No change 404 $269K
Harbor Asset Planning, Inc. 0.24% No change 403 $269K
Avalon Advisory Group 0.11% No change 403 $268K
First Bank & Trust 0.05% No change 402 $268K
RMG Wealth Management LLC 0.04% Reduce -4.6% 1,267 $267K
Alpine Global Management, LLC 0.07% Reduce -50.2% 400 $266K
Sterling Group Wealth Management, LLC 0.13% No change 399 $266K
Dempze Nancy E 0.15% Reduce -4.8% 398 $265K
Salvus Wealth Management, LLC 0.15% Add +2.3% 397 $264K
Twelve Points Wealth Management LLC 0.07% Reduce -1.5% 396 $264K
DMKC Advisory Services, LLC 0.13% Add +0.3% 396 $264K
Bellecapital International Ltd. 0.04% No change 396 $264K
Hendershot Investments Inc. 0.03% No change 395 $263K
Lighthouse Financial LLC 0.17% No change 392 $261K
Murphy Pohlad Asset Management LLC 0.10% No change 392 $261K
Valued Retirements, Inc. 0.29% No change 422 $261K
Sykon Capital LLC 0.09% No change 391 $260K
Thomas J. Herzfeld Advisors, Inc. 0.09% No change 390 $260K
Dravo Bay LLC 0.11% No change 389 $259K
Mills Wealth Advisors LLC 0.11% New 388 $259K
Bay Harbor Wealth Management, LLC 0.07% Add +4.3% 388 $259K
Davidson Investment Advisors 0.01% No change 388 $258K
Strategic Advocates LLC 0.07% Reduce -4.2% 387 $258K
PMG Wealth Management, Inc. 0.20% Reduce -9.3% 388 $258K
Investment Counsel Co. of Nevada 0.52% Reduce -14.8% 386 $257K
RiverTree Advisors, LLC 0.16% Add +1.1% 384 $256K
Columbus Macro, LLC 0.03% No change 384 $256K
Gibraltar Capital Management, Inc. 0.05% Add +10.3% 384 $256K
Clearview Wealth Advisors LLC 0.16% Add +0.3% 382 $255K
Inlet Private Wealth, LLC 0.06% Add +8.7% 377 $251K
Pure Portfolios Holdings LLC 0.08% Reduce -3.6% 376 $251K
Centerpoint Advisory Group 0.20% New 376 $250K
Advisory Resource Group 0.04% Reduce -22.1% 376 $250K
Miller Howard Investments Inc. 0.01% New 376 $250K
OxenFree Capital LLC 0.14% No change 371 $250K
Decker Retirement Planning Inc. 0.14% Reduce -96.1% 374 $249K
Citrine Capital LLC 0.12% New 374 $249K
Davis-Rea LTD. 0.06% No change 372 $249K
Cornerstone National Bank & Trust Co 0.10% No change 372 $248K
Biltmore Wealth Management, LLC 0.09% Add +1.1% 372 $248K
Alpha Advisors, LLC 0.19% No change 372 $248K
Christensen, King & Associates Investment Services, Inc. 0.11% New 372 $248K
Kaufman Rossin Wealth, LLC 0.14% New 371 $247K
Mystic Asset Management, Inc. 0.06% Reduce -93.7% 369 $246K
Wilkins Miller Wealth Management, LLC 0.15% Add +0.3% 368 $245K
Fusion Capital, LLC 0.07% Add +0.3% 359 $245K
Blackston Financial Advisory Group, LLC 0.15% Reduce -48.2% 367 $244K
Keyes, Stange & Wooten Wealth Management, LLC 0.12% No change 366 $244K
GDS Wealth Management 0.02% New 365 $243K
Signature Wealth Management Group 0.09% No change 365 $243K
GFG Capital, LLC 0.08% Reduce -4.7% 363 $242K
Uncommon Cents Investing LLC 0.06% No change 361 $241K
JP Wealth Management, Inc. 0.16% No change 361 $240K
Brady Martz Wealth Solutions, LLC 0.04% New 360 $240K
Avion Wealth 0.05% Add +15.8% 359 $239K
Leading Edge Financial Planning LLC 0.06% No change 358 $238K
AG Asset Advisory, LLC 0.20% Reduce -48.8% 357 $238K
Peterson Wealth Advisors, LLC 0.04% Reduce -11.5% 355 $238K
Capital Square, LLC 0.12% Reduce -29.4% 356 $237K
Everstar Asset Management, LLC 0.13% Reduce -1.7% 356 $237K
Wbi Investments, LLC 0.06% Reduce -0.6% 356 $237K
Financial Connections Group, Inc. 0.09% No change 357 $237K
Consultiva Wealth Management, Corp. 0.66% No change 355 $236K
City National Bank of Florida 0.16% Reduce -10.1% 355 $236K
Helium Advisors LLC 0.20% Reduce -65.4% 353 $235K
Hyperion Capital Advisors LP 0.13% No change 352 $234K
Ipswich Investment Management Co., Inc. 0.05% Reduce -14.4% 352 $234K
Sprott Inc. 0.01% No change 352 $234K
one8zero8, LLC 0.05% No change 350 $233K
Capstone Wealth Management Group, LLC 0.10% New 350 $233K
Northstar Financial Companies, Inc. 0.22% Reduce -5.7% 349 $233K
Bluesphere Advisors LLC 0.11% Add +6.1% 349 $232K
Innovative Advisory Group, LLC 0.15% Reduce -1.1% 349 $232K
von Borstel & Associates, Inc. 0.04% New 341 $232K
Avos Capital Management, LLC 0.11% New 347 $231K
LongView Asset Management LLC 0.16% Reduce -33.6% 346 $230K
RMR Capital Management, LLC 0.16% Add +0.3% 346 $230K
Lederer & Associates Investment Counsel 0.15% New 346 $230K
Phocas Financial Corp. 0.03% No change 345 $230K
Goodman Advisory Group, LLC 0.06% Add +47.2% 343 $229K
Puff Wealth Management, LLC 0.35% Reduce -5.8% 342 $228K
MTM Financial Group, LLC 0.11% No change 342 $228K
Compass Advisory Group LLC 0.06% New 341 $228K
Boyce & Associates Wealth Consulting, Inc. 0.19% Add +0.3% 341 $227K
Panoramic Investment Advisors, LLC 0.13% Reduce -7.1% 341 $227K
Wayfinding Financial, LLC 0.10% No change 341 $227K
Roberts Financial Services LLC 0.07% Add +0.3% 341 $227K
One Wealth Advisors, LLC 0.03% No change 340 $227K
ETF Portfolio Partners, Inc. 0.06% New 340 $227K
Keener Financial Planning LLC 0.10% Reduce -14.4% 340 $226K
Financial Network Wealth Advisors LLC 0.25% Add +56.5% 338 $225K
Flagstone Financial Management 0.06% No change 337 $225K
Spectrum Financial Alliance Ltd LLC 0.06% Add +7.0% 337 $225K
Principia Wealth Advisory, LLC 0.16% No change 337 $225K
Harbour Investment Management LLC 0.10% No change 336 $224K
Buska Wealth Management, LLC 0.07% No change 336 $224K
Lantern Wealth Advisors, LLC 0.12% Add +1259.9% 51,770 $224K
Greenspring Advisors, LLC 0.04% — 335 $223K
First National Bank & Trust Co. of Newtown 0.04% No change 335 $223K
Drum Hill Capital, LLC 0.25% No change 334 $223K
Ogorek Anthony Joseph /NY/ 0.06% Reduce -6.2% 333 $222K
Lifelong Wealth Advisors, Inc. 0.07% No change 332 $221K
Alliance Wealth Advisors, LLC 0.05% Reduce -0.3% 332 $221K
New World Advisors LLC 0.04% Reduce -3.8% 332 $221K
PFS Partners, LLC 0.11% No change 332 $221K
Broadview Financial Management, LLC 0.15% Reduce -0.9% 331 $220K
Paul R. Ried Financial Group, LLC 0.11% Reduce -7.0% 330 $220K
Oak Family Advisors, LLC 0.07% Reduce -33.6% 330 $220K
Kenora Financial, LLC 0.07% Reduce -20.7% 329 $219K
Oakwell Private Wealth Management, LLC 0.04% No change 325 $217K
Fortress Financial Solutions, LLC 0.24% New 325 $217K
Brookmont Capital Management 0.12% No change 325 $217K
Thomas Story & Son LLC 0.08% Reduce -13.3% 325 $217K
TSA Wealth Managment LLC 0.07% New 323 $215K
Outfitters Financial LLC 0.17% New 322 $215K
Sterling Wealth Management, Inc. 0.07% New 322 $215K
Illumine Investment Management, LLC 0.15% New 321 $214K
Prudent Investors Network, Inc. 0.05% Reduce -2.4% 321 $214K
Kraematon Investment Advisors, Inc. 0.18% New 319 $212K
BAM Wealth Management, LLC 0.16% — 318 $212K
CMC Financial Group 0.39% New 318 $212K
Provident Wealth Management, LLC 0.06% New 317 $211K
Tectonic Advisors LLC 0.01% New 316 $211K
Compass Wealth Management, LLC 0.09% New 315 $210K
Dorsey Wright & Associates 0.05% New 315 $210K
Paragon Private Wealth Management, LLC 0.07% New 315 $210K
OneAscent Wealth Management LLC 0.07% Reduce -13.0% 314 $209K
Barnes Dennig Private Wealth Management LLC 0.22% New 314 $209K
Whelan Financial 0.07% New 313 $209K
Prairiewood Capital, LLC 0.07% New 313 $209K
Mosaic Advisors LLC 0.50% New 312 $208K
Magnolia Wealth Management, LLC 0.13% New 311 $207K
Cornerstone Select Advisors, LLC 0.15% Reduce -7.5% 310 $207K
Financial Freedom, LLC 0.10% Add +0.3% 310 $207K
CPR Investments Inc. 0.14% Reduce -17.1% 310 $207K
ETF Store, Inc. 0.22% New 309 $206K
WealthTrak Capital Management LLC 0.17% Add +2.3% 309 $206K
Cullen Capital Management, LLC 0.00% New 309 $206K
Prestige Wealth Management Group LLC 0.04% Add +9.6% 308 $206K
Kiker Wealth Management, LLC 0.10% Add +5.9% 306 $204K
Leelyn Smith, LLC 0.03% New 306 $204K
Chelsea Counsel Co. 0.09% No change 305 $204K
Faithward Advisors, LLC 0.03% New 306 $204K
Foronjy Financial LLC 0.09% New 305 $203K
Intrepid Capital Management Inc. 0.10% New 305 $203K
Vulcan Value Partners, LLC 0.00% New 303 $203K
Claris Advisors, LLC / Mo / 0.07% No change 328 $203K
Rooted Wealth Advisors, Inc. 0.06% New 303 $203K
Cabot Wealth Management Inc. 0.02% New 304 $202K
Discovery Capital Management, LLC / CT 0.01% Reduce -5.3% 302 $201K
Cadence Wealth Management LLC 0.10% New 301 $200K
Kings Path Partners LLC 0.07% Reduce -22.0% 280 $187K
Westend Capital Management, LLC 0.05% Add +1.1% 266 $177K
Private Wealth Management Group, LLC 0.05% Reduce -24.2% 254 $169K
Clark Wealth Partners 0.10% Add +0.8% 248 $169K
Conquis Financial LLC 0.16% No change 253 $169K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.32% Reduce -99.1% 246 $164K
STRS Ohio 0.00% Reduce -77.9% 245 $163K
Aventus Investment Advisors, Inc. 0.14% Add +9.0% 242 $161K
FWL Investment Management, LLC 0.04% Add +9.2% 237 $158K
Tradewinds Capital Management, LLC 0.04% Add +4.0% 234 $156K
BNP Paribas 0.00% Add +0.0% 235 $156K
WFA Asset Management Corp 0.08% Reduce -16.3% 272 $156K
Clayton Financial Group LLC 0.11% New 231 $154K
Turning Point Benefit Group, Inc. 0.09% New 230 $154K
Contravisory Investment Management, Inc. 0.03% No change 230 $153K
Delos Wealth Advisors, LLC 0.10% Add +26.5% 229 $153K
Cedar Wealth Management, LLC 0.05% No change 227 $151K
Horrell Capital Management, Inc. 0.06% No change 220 $147K
Scarborough Advisors, LLC 0.03% Add +17.5% 215 $143K
Morgan Dempsey Capital Management LLC 0.06% Add +52.9% 214 $143K
Team Financial Group, LLC 0.07% Add +5.5% 213 $142K
Mendota Financial Group, LLC 0.10% No change 211 $141K
Standard Family Office LLC 0.15% No change 210 $140K
Tsai Capital Corp 0.10% No change 209 $139K
Tripletail Wealth Management, LLC 0.16% New 207 $139K
SIMA Wealth Partners, LLC 0.10% New 203 $135K
Brown Shipley& Co Ltd 0.07% No change 202 $135K
Bey-Douglas LLC 0.10% New 239 $134K
Stephens Consulting, LLC 0.05% Reduce -27.0% 200 $133K
Mountain Hill Investment Partners Corp. 0.12% Reduce -24.9% 199 $133K
IMG Wealth Management, Inc. 0.09% Add +1.6% 196 $131K
Rosenberg Matthew Hamilton 0.03% No change 195 $130K
Kentucky Trust Co 0.07% No change 192 $128K
Prudent Man Investment Management, Inc. 0.07% No change 214 $125K
Legacy Wealth Managment, LLC 0.06% No change 187 $125K
GGM Financial LLC 0.06% New 187 $124K
Robbins Farley 0.05% No change 183 $122K
Evolution Advisers, Inc. 0.05% No change 179 $119K
Beutel, Goodman & Co Ltd. 0.00% No change 180 $119K
Whipplewood Advisors, LLC 0.08% Add +0.6% 178 $119K
Citizens National Bank Trust Department 0.02% No change 178 $119K
Teachers Insurance & Annuity Association of America 0.14% Add +5.4% 177 $118K
Milestone Investment Advisors LLC 0.03% No change 173 $115K
Perkins Coie Trust Co 0.02% No change 169 $113K
Birchbrook, Inc. 0.06% Add +9.1% 168 $112K
Legacies Wealth LLC 0.07% No change 166 $111K
VELA Investment Management, LLC 0.03% No change 166 $111K
Fourth Dimension Wealth, LLC 0.04% No change 163 $109K
First Community Trust NA 0.08% No change 162 $108K
Accordant Advisory Group Inc 0.07% No change 150 $100K
American Wealth Advisors, LLC 0.10% — 150 $100K
Hoey Investments, Inc. 0.01% No change 145 $97K
First Pacific Financial 0.01% No change 139 $93K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -19.5% 136 $91K
Seneschal Advisors, LLC 0.07% New 136 $90K
Stuart Chaussee & Associates, Inc. 0.02% No change 130 $87K
Thompson Investment Management, Inc. 0.01% No change 128 $85K
Accredited Wealth Management, LLC 0.06% Reduce -52.5% 155 $84K
MilWealth Group LLC 0.02% No change 120 $80K
Fairway Wealth LLC 0.02% No change 120 $80K
Dynamic Wealth Strategies, LLC 0.05% No change 119 $79K
Copia Wealth Management 0.06% Add +45.7% 118 $79K
Bank & Trust Co 0.06% No change 118 $79K
Pinney & Scofield, Inc. 0.05% No change 117 $78K
Minot DeBlois Advisors LLC 0.07% No change 116 $77K
Capco Asset Management, LLC 0.02% No change 113 $75K
POM Investment Strategies, LLC 0.04% New 112 $75K
Arcadia Investment Advisors LLC 0.04% No change 111 $74K
Eukles Asset Management 0.03% Add +158.5% 106 $71K
Nalls Sherbakoff Group, LLC 0.05% No change 105 $70K
Clearstead Trust, LLC 0.01% Reduce -20.4% 105 $70K
Skylands Capital, LLC 0.01% No change 100 $67K
Wolverine Asset Management LLC 0.00% Reduce -50.0% 100 $67K
TOWER TRUST & INVESTMENT Co 0.04% No change 100 $67K
True Wealth Design, LLC 0.02% No change 94 $63K
Hartford Financial Management Inc. 0.02% Add +70.9% 94 $63K
Luminist Capital LLC 0.05% Add +9.4% 93 $62K
SWAN Capital LLC 0.02% New 92 $61K
Creekmur Asset Management LLC 0.01% Add +12.2% 92 $61K
New England Capital Financial Advisors LLC 0.03% No change 92 $61K
Financial Consulate, Inc. 0.01% New 88 $58K
Hara Capital LLC 0.03% No change 85 $57K
Curat Global, LLC 0.05% No change 85 $56K
New Millennium Group LLC 0.03% Reduce -16.0% 84 $56K
WFA of San Diego, LLC 0.04% No change 81 $54K
PayPay Securities Corp 1.93% Add +47.3% 81 $54K
Riverview Trust Co 0.06% No change 80 $53K
Game Plan Financial Advisors, LLC 0.02% Reduce -5.9% 80 $53K
Vermillion & White Wealth Management Group, LLC 0.03% No change 78 $52K
Covestor Ltd 0.03% Add +37.0% 74 $50K
Orion Capital Management LLC 0.02% Add +29.3% 75 $50K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -97.2% 74 $49K
Clarity Asset Management, Inc. 0.03% No change 70 $47K
Evergreen Private Wealth LLC 0.02% No change 68 $45K
1620 Investment Advisors, Inc. 0.03% Reduce -10.8% 66 $44K
Dogwood Wealth Management LLC 0.02% No change 63 $42K
CGC Financial Services, LLC 0.01% No change 60 $40K
Sherman Asset Management, Inc. 0.03% No change 60 $40K
REAP Financial Group, LLC 0.01% No change 55 $37K
MJT & Associates Financial Advisory Group, Inc. 0.03% Reduce -12.9% 54 $36K
Mb, Levis & Associates, LLC 0.02% Reduce -36.1% 53 $35K
Chapman Financial Group, LLC 0.02% No change 52 $35K
Horizon Financial Services, LLC 0.02% Reduce -61.2% 52 $35K
Exchange Traded Concepts, LLC 0.00% Reduce -68.3% 45 $30K
BFI Infinity Ltd. 0.02% No change 45 $30K
Access Investment Management LLC 0.01% No change 40 $27K
DB Fitzpatrick & Co, Inc 0.02% No change 39 $26K
Wiser Advisor Group LLC 0.03% New 35 $24K
Sawyer & Company, Inc 0.01% Reduce -26.9% 38 $23K
Fairscale Capital, LLC 0.02% No change 34 $22K
Advantage Trust Co 0.01% No change 31 $21K
Valued Wealth Advisors LLC 0.01% No change 31 $20K
Cypress Capital Management LLC (WY) 0.02% Reduce -16.7% 25 $17K
Holos Integrated Wealth LLC 0.01% No change 24 $16K
Imprint Wealth LLC 0.05% — 23 $15K
Binnacle Investments Inc 0.01% No change 23 $15K
DecisionPoint Financial, LLC 0.00% Add +16.7% 21 $14K
Gould Capital, LLC 0.01% No change 20 $13K
JCIC Asset Management Inc. 0.00% — 20 $13K
Cloud Capital Management, LLC 0.00% New 14 $9K
Catherine Avery Investment Management LLC 0.00% No change 11 $7K
GS Investments, Inc. 0.00% No change 10 $7K
Groupe la Francaise 0.00% New 9 $5K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
Cornerstone Planning Group LLC 0.00% Reduce -97.7% 34 $3K
PEAK6 LLC 0.00% New 2 $1K
Equitec Proprietary Markets, LLC 0.01% No change 2 $1K
Capitol Family Office, Inc. 0.00% Reduce -94.1% 1 $666
Transamerica Financial Advisors, LLC 0.00% No change 1 $34

"% 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.