SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q4 2025 (December 31)
4,638holders +379
139new positions
90sold out
16famous investors
$674.39avg. 13F price*

At the end of Q4 2025, 4,638 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, up 379 from Q3 2025. 139 opened new positions and 90 sold out. The largest holders were JPMorgan Chase & Co. ($30.4B), Goldman Sachs Group Inc. ($22.6B) and Bank of America Corp. ($21.0B). 16 famous investors held it, including Joel Greenblatt (16.8% of Gotham Asset Management's portfolio), Ray Dalio (11.1% of Bridgewater Associates's portfolio) and David E. Shaw (3.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
SPDR S&P 500 ETF TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions139$1.9B
Exits90$2.0B

All 13F filers, Q3 2025 → Q4 2025: 60,872,692 shares bought and 51,127,263 shares sold, net +9,745,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,638 holders

JPMorgan Chase & Co. 2.05% Reduce -10.3% 44,560,422 $30.4B
Goldman Sachs Group Inc. 3.21% Reduce -8.6% 33,086,454 $22.6B
Bank of America Corp. 1.53% Reduce -0.8% 30,803,699 $21.0B
Morgan Stanley 1.19% Reduce -27.9% 29,324,506 $20.0B
Wells Fargo & Company 2.81% Add +104.2% 21,047,116 $14.4B
Northern Trust Corp. 1.20% Reduce -0.3% 13,797,929 $9.4B
UBS Group AG 1.47% Add +20.7% 10,847,487 $7.4B
LPL Financial LLC 1.90% Add +2.3% 10,170,761 $6.9B
Susquehanna International Group, LLP 9.38% Reduce -23.5% 10,013,047 $6.8B
Jane Street Group, LLC 8.15% Add +467.7% 9,972,192 $6.8B
Royal Bank of Canada 1.07% Reduce -15.7% 8,912,804 $6.1B
Citigroup Inc. 3.97% Add +148.4% 8,498,744 $5.8B
HRT Financial LP 15.40% Reduce -15.1% 7,154,420 $4.9B
Bank of Montreal 1.99% Add +7.5% 7,078,362 $4.8B
Gotham Asset Management 16.75% Add +19.7% 6,727,201 $4.6B
Northwestern Mutual Wealth Management Co. 2.57% Add +0.7% 5,951,990 $4.1B
Capula Management Ltd 25.12% Add +85.5% 5,662,177 $3.9B
D. E. Shaw & Co. 3.01% Add +63.7% 5,446,550 $3.7B
Raymond James Financial Inc. 1.10% Add +11.8% 5,166,926 $3.5B
Barclays PLC 1.35% Reduce -11.9% 4,937,976 $3.4B
Bridgewater Associates 11.08% Add +73.7% 4,455,413 $3.0B
FMR LLC 0.15% Add +7.0% 4,251,971 $2.9B
US Bancorp \de 3.39% Reduce -1.5% 4,243,742 $2.9B
PNC Financial Services Group, Inc. 1.51% Add +0.4% 4,065,809 $2.8B
Healthcare of Ontario Pension Plan Trust Fund 4.36% Reduce -2.0% 3,752,537 $2.6B
Millennium Management 1.85% Add +135.4% 3,647,038 $2.5B
Cresset Asset Management, LLC 10.50% Add +5.8% 3,613,140 $2.5B
Lido Advisors, LLC 9.16% Add +3.5% 3,448,432 $2.3B
Banco Bilbao Vizcaya Argentaria, S.A. 15.22% Add +9.9% 3,186,896 $2.2B
Mackenzie Financial Corp. 2.55% Add +1.6% 3,139,015 $2.2B
Ameriprise Financial Inc. 0.49% Reduce -0.5% 3,147,484 $2.1B
Truist Financial Corp. 2.85% Reduce -1.9% 3,128,634 $2.1B
Creative Planning 1.47% Add +1.0% 3,014,752 $2.1B
Rockefeller Capital Management L.P. 3.48% Add +6.9% 2,836,810 $1.9B
TD Asset Management Inc 1.52% Add +3.6% 2,772,002 $1.9B
Bank of New York Mellon Corp 0.33% Reduce -0.3% 2,742,379 $1.9B
BNP Paribas Financial Markets 1.17% Add +27.8% 2,669,240 $1.8B
National Mutual Insurance Federation of Agricultural Cooperatives 13.09% No change 2,617,832 $1.8B
Envestnet Asset Management Inc. 0.50% Reduce -5.5% 2,472,999 $1.7B
Focus Partners Wealth 1.83% Add +15.9% 2,853,451 $1.6B
Pathstone Holdings, LLC 5.83% Add +0.2% 2,217,428 $1.5B
Citadel Advisors 1.02% Add +81.1% 2,162,048 $1.5B
Cerity Partners LLC 2.05% Reduce -5.7% 2,062,749 $1.4B
Canada Pension Plan Investment Board 0.94% Reduce -7.8% 2,062,000 $1.4B
Sanders Capital, LLC 1.61% Add +20.4% 2,050,638 $1.4B
HighTower Advisors, LLC 1.50% Reduce -0.7% 2,007,450 $1.4B
Schonfeld Strategic Advisors LLC 6.85% Add +1.7% 1,988,120 $1.4B
Clal Insurance Enterprises Holdings Ltd 8.74% Add +51.7% 1,981,811 $1.4B
BlackRock, Inc. 0.02% Add +14.7% 1,961,635 $1.3B
Cetera Investment Advisers 1.36% Add +3.9% 1,831,243 $1.2B
Commonwealth Equity Services, LLC 1.58% Reduce -5.4% 1,736,693 $1.2B
Stifel Financial Corp. 1.03% Add +1.5% 1,677,864 $1.1B
State Street Corp. 0.04% Reduce -4.5% 1,664,891 $1.1B
Optiver Holding B.V. 19.60% Reduce -51.0% 1,597,206 $1.1B
Corient Private Wealth LP 1.46% Add +5.1% 1,578,493 $1.1B
Bank Julius Baer & Co. Ltd, Zurich 2.86% Add +7.6% 1,519,204 $1.0B
Mariner, LLC 1.23% Add +5.7% 1,509,172 $1.0B
Mizuho Securities USA LLC 15.68% Add +452.6% 1,387,834 $947.5M
Meitav Investment House Ltd. 10.78% Add +3.4% 1,369,203 $933.6M
Osaic Holdings, Inc. 1.33% Reduce -2.7% 1,331,712 $909.2M
Power Alpha Investment Ltd 92.14% — 1,314,441 $896.3M
Verition Fund Management LLC 4.90% Add +199.9% 1,267,366 $864.2M
Norinchukin Bank, The 9.80% No change 1,233,000 $840.8M
Manufacturers Life Insurance Company, The 0.69% Reduce -0.2% 1,224,092 $834.7M
Trust Asset Management LLC 56.37% No change 1,211,945 $826.4M
Trustees of Columbia University in the City of New York 99.60% Add +23.6% 1,211,897 $826.4M
Jefferies Financial Group Inc. 6.70% Add +7.2% 1,168,090 $796.5M
Ieq Capital, LLC 2.34% Add +5.3% 1,146,278 $781.7M
Cohen Klingenstein LLC 23.31% Reduce -1.1% 1,124,873 $767.1M
Pure Financial Advisors, LLC 11.20% Add +5.8% 1,095,116 $746.8M
Swan Global Investments, LLC 35.15% Reduce -10.2% 1,087,712 $741.7M
Texas Treasury Safekeeping Trust Co. 94.32% Add +6.0% 1,062,013 $724.2M
BBR Partners, LLC 38.26% Add +2.7% 1,045,576 $713.0M
Greenfield FTC, Inc. 90.72% Add +48.2% 1,011,584 $689.8M
Hirtle & Co., LLC 26.51% Reduce -2.5% 1,010,567 $689.1M
Analyst IMS Investment Management Services Ltd. 19.12% Reduce -23.8% 961,621 $655.7M
Alliancebernstein L.P. 0.20% Reduce -8.0% 949,167 $647.3M
Franklin Resources Inc. 0.16% Add +13.6% 944,510 $644.1M
Natixis 2.52% Reduce -18.7% 938,876 $640.2M
Allstate Corp. 8.73% Add +115.9% 937,703 $639.4M
Valeo Financial Advisors, LLC 14.13% Reduce -1.0% 931,512 $635.2M
Alphadyne Asset Management LP 63.39% Add +1115.5% 929,762 $634.0M
MAI Capital Management 3.66% Add +15.8% 928,129 $632.9M
Brown Advisory Inc. 0.87% Add +22.7% 919,437 $627.0M
State of Michigan Retirement System 2.92% Reduce -28.6% 879,840 $600.0M
Jones Financial Companies LLLP 0.36% Add +7.4% 874,716 $596.5M
Blair William & Co. 1.57% Reduce -0.2% 857,803 $585.0M
Freedom Together Foundation 73.28% Reduce -15.1% 847,400 $577.9M
Circle Wealth Management, LLC 8.71% Add +14.4% 828,824 $565.2M
Pine Ridge Advisers LLC 38.70% Add +0.0% 823,461 $561.5M
Common Fund for Nonprofit Organizations 45.10% Reduce -3.5% 814,345 $555.3M
Captrust Financial Advisors 1.03% Add +7.1% 797,143 $543.6M
Prudential Financial Inc. 0.65% Reduce -0.3% 784,135 $534.7M
Glenmede Trust Co. NA 2.50% — 773,333 $527.4M
United Capital Financial Advisors, LLC 3.14% Add +818.1% 762,991 $520.3M
Sumitomo Mitsui Financial Group, Inc. 9.15% Reduce -15.0% 753,512 $517.0M
Journey Strategic Wealth LLC 13.11% Reduce -0.3% 731,788 $499.0M
MML Investors Services, LLC 1.21% Add +3.9% 730,587 $498.2M
Concentric Capital Strategies, LP 25.58% Reduce -1.1% 724,488 $494.0M
Bank of Nova Scotia 0.73% Reduce -45.2% 720,686 $491.5M
Pinnacle Financial Partners, Inc. 3.67% — 713,007 $486.3M
SCS Capital Management LLC 5.10% Add +0.0% 704,587 $481.2M
Wealth Enhancement Advisory Services, LLC 0.65% Add +2.3% 693,353 $479.9M
AQR Capital Management 0.25% Add +22.4% 702,909 $479.3M
Members Trust Co 15.63% Reduce -5.0% 702,567 $479.1M
Cambridge Investment Research Advisors, Inc. 1.25% Add +5.1% 695,843 $474.5M
Janney Montgomery Scott LLC 1.07% Add +5.9% 683,338 $466.0M
Consolidated Portfolio Review Corp 39.40% Add +9304.6% 668,759 $456.0M
Easterly Investment Partners LLC 27.73% Add +38.7% 662,594 $451.8M
Baird Financial Group, Inc. 0.69% Add +4.4% 647,158 $441.3M
CIBC Private Wealth Group LLC 0.74% Add +183.8% 644,146 $439.3M
Sun Life Financial Inc. 22.34% Reduce -1.6% 624,194 $425.7M
Man Group plc 0.81% Reduce -49.3% 614,856 $419.3M
AMG National Trust Bank 9.45% Reduce -1.5% 587,702 $400.8M
Private Advisor Group, LLC 1.88% Reduce -0.0% 585,909 $399.5M
Alberta Investment Management Corp 2.64% Reduce -75.9% 581,320 $396.4M
CANADA LIFE ASSURANCE Co 0.69% Reduce -0.1% 579,187 $395.2M
Hackensack Meridian Health, Inc. 34.69% Add +10.4% 558,000 $380.5M
SG Americas Securities, LLC 0.50% Add +223.9% 556,326 $379.4M
Thrivent Financial for Lutherans 0.67% Add +31.8% 544,598 $371.4M
Daido Life Insurance Co. 52.22% No change 544,324 $371.2M
AlTi Global, Inc. 7.86% Reduce -0.5% 536,109 $366.4M
Soundwatch Capital LLC 56.73% Reduce -3.1% 536,365 $365.8M
Mercer Global Advisors Inc. 0.56% Add +9.5% 535,995 $364.5M
NewEdge Advisors, LLC 1.31% Reduce -4.6% 604,011 $361.1M
M&T Bank Corp 1.15% Reduce -4.5% 523,032 $356.7M
Quantinno Capital Management LP 0.71% Add +47.5% 519,886 $354.5M
BIP Wealth, LLC 12.49% Add +1.3% 519,051 $354.0M
Kestra Advisory Services, LLC 1.43% Add +10.0% 508,077 $346.5M
Cwm, LLC 0.93% Add +42.0% 502,041 $342.4M
Passaic Partners LLC 34.90% Reduce -3.0% 494,495 $337.2M
Davis R M Inc. 5.63% Reduce -14.2% 479,737 $327.1M
Itau Unibanco Holding S.A. 7.98% Add +6.4% 477,457 $325.6M
EP Wealth Advisors, LLC 1.65% — 466,906 $318.4M
Millburn Ridgefield LLC 7.58% Reduce -0.2% 466,818 $318.3M
Catalyst Capital Advisors LLC 6.54% Reduce -0.2% 466,818 $318.3M
NorthCoast Asset Management LLC 7.02% Reduce -41.3% 465,116 $317.2M
Two Sigma Investments, LP 0.50% Reduce -54.5% 464,197 $316.5M
HB Wealth Management, LLC 2.04% Add +4.6% 461,430 $314.7M
Fifth Third Bancorp 0.99% Reduce -4.3% 457,285 $311.8M
Wealthspire Advisors, LLC 2.43% Add +1.2% 446,916 $304.8M
Comerica Bank 1.21% Add +2.5% 444,770 $303.3M
Tudor Investment Corporation 1.73% Reduce -69.4% 444,530 $303.1M
National Bank of Canada 0.31% Add +17.9% 440,801 $300.5M
III Capital Management 70.22% Add +5.5% 438,886 $299.3M
Whittier Trust Co. 3.19% Add +1.5% 425,183 $294.1M
Cibc World Market Inc. 0.52% Reduce -22.6% 423,998 $289.1M
Foster Dykema Cabot & Partners, LLC 17.56% Reduce -0.3% 417,814 $285.7M
SummitTX Capital, L.P. 8.54% Add +198.3% 412,665 $281.4M
Alaska Permanent Capital Management, LLC 20.94% Reduce -4.5% 405,516 $276.5M
Envestnet Portfolio Solutions, Inc. 0.97% Add +6.6% 403,527 $275.2M
Sanctuary Advisors, LLC 1.50% Add +11.9% 403,009 $274.8M
Connable Office Inc. 25.15% Add +0.1% 402,250 $274.3M
Mutual Advisors, LLC 5.78% Add +1.7% 394,965 $269.3M
Deutsche Bank AG 0.09% Add +7.4% 394,600 $269.1M
JANA Partners Management, LP 13.89% Add +1.2% 391,337 $266.9M
TD Waterhouse Canada Inc. 1.64% Add +4.8% 386,675 $263.6M
Mirae Asset Securities (usa) Inc. 10.30% Reduce -0.2% 381,587 $260.2M
Ensign Peak Advisors, Inc 0.46% Add +92.4% 379,907 $259.1M
Shulman DeMeo Asset Management LLC 58.55% Reduce -0.7% 378,595 $258.2M
Jacobi Capital Management LLC 14.86% Add +1.2% 376,016 $256.4M
HSBC Holdings PLC 0.14% Reduce -24.8% 370,961 $253.8M
Brookstone Capital Management 2.86% Add +2.9% 366,316 $249.8M
Akuna Securities LLC 95.21% Reduce -62.3% 361,344 $246.4M
Steward Partners Investment Advisory, LLC 1.32% Add +12.3% 352,182 $240.2M
Stratos Wealth Partners, LTD. 2.72% Add +4.7% 350,712 $239.2M
Berkshire Money Management, Inc. 22.17% Reduce -0.1% 340,752 $232.4M
PPSC Investment Service Corp 17.21% Add +1.0% 338,185 $230.6M
Sand Hill Global Advisors, LLC 7.98% Reduce -3.9% 335,243 $228.6M
Bessemer Group Inc. 0.35% Add +36.9% 334,242 $227.9M
Trustees of Dartmouth College 57.94% No change 334,200 $227.9M
Jain Global LLC 2.23% New 320,524 $218.6M
Petrus Trust Company, LTA 21.89% Add +16.3% 317,319 $216.4M
Simon Quick Advisors, LLC 9.36% Add +15.3% 314,580 $214.5M
TD Private Client Wealth LLC 4.48% Reduce -4.3% 308,557 $210.4M
Diversify Advisory Services, LLC 6.63% Add +16.6% 302,667 $209.3M
BOCHK Asset Management Ltd 55.59% Reduce -5.2% 305,200 $208.1M
Fifth Third Wealth Advisors LLC 7.23% Add +0.1% 302,098 $206.0M
Old National Bancorp 3.41% Reduce -3.6% 301,399 $205.5M
Juniper Hill Capital Management LP 48.62% Reduce -4.7% 298,574 $203.6M
Millbank Dartmoor Portsmouth LLC 100.00% — 298,402 $203.5M
ING Groep NV 1.22% No change 296,138 $201.9M
Peavine Capital, LLC 42.59% Reduce -1.2% 295,559 $201.5M
CV Advisors LLC 50.89% Reduce -1.1% 292,575 $199.5M
Miller Investment Management, LP 19.38% Reduce -2.9% 290,954 $198.4M
NorthRock Partners, LLC 3.34% Reduce -4.8% 289,992 $197.7M
Equitable Holdings, Inc. 1.35% Add +4.8% 289,891 $197.7M
Keybank National Association 0.71% Reduce -2.5% 289,098 $197.1M
&partners 0.99% Add +161.2% 278,473 $189.3M
Alaska Wealth Advisors, LLC 24.08% Reduce -2.5% 277,286 $189.1M
Teramo Advisors, LLC 55.86% Add +10.0% 275,000 $187.5M
Pacific Capital Wealth Advisors, Inc. 32.01% Reduce -0.9% 273,889 $186.8M
HighPoint Advisor Group LLC 4.05% New 270,223 $184.3M
Howard Capital Management, LLC 2.37% Reduce -0.0% 268,924 $183.4M
Hollencrest Capital Management 6.34% Reduce -0.6% 268,559 $183.1M
Tiaa Trust, National Association 0.44% Reduce -1.3% 268,241 $182.9M
FineMark National Bank & Trust 5.71% Reduce -0.4% 268,215 $182.9M
State of Wyoming 19.83% Add +0.5% 265,545 $181.1M
Evolution Wealth Advisors, LLC 18.18% Add +1.4% 264,460 $180.3M
Eagle Capital Management LLC 0.56% Add +3641.5% 262,279 $178.9M
Taiyo Life Insurance Co. 15.23% No change 261,000 $178.0M
Sageworth Trust Co 7.61% Reduce -6.2% 260,682 $177.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11.53% No change 258,348 $176.7M
Scotia Capital Inc. 0.70% Add +2.9% 255,730 $174.4M
Brown Brothers Harriman & Co. 0.95% Add +1.2% 255,042 $173.9M
JMG Financial Group, Ltd. 4.87% Reduce -2.7% 254,100 $173.3M
Dow Chemical Co. 83.86% Reduce -26.0% 252,153 $171.9M
Commerce Bank 0.94% Reduce -1.3% 250,647 $170.9M
Wealthfront Advisers LLC 0.38% Add +2.9% 246,715 $168.2M
Neuberger Berman Group LLC 0.12% Add +13.1% 245,868 $167.7M
Concurrent Investment Advisors, LLC 1.91% Add +17.4% 245,311 $167.3M
Greenwich Wealth Management LLC 7.45% Add +3.8% 244,871 $167.0M
Walleye Capital LLC 1.01% Add +497.6% 242,524 $165.4M
Citizens Financial Group Inc. 2.21% Reduce -2.3% 242,032 $165.0M
Conservest Capital Advisors, Inc. 14.83% Reduce -2.2% 241,176 $164.5M
Howard Hughes Medical Institute 92.85% No change 237,885 $162.2M
Valiant Capital Management, L.P. 13.60% Add +53.6% 237,326 $161.8M
Main Management LLC 11.61% Reduce -2.9% 236,536 $161.3M
Whittier Trust Co. of Nevada Inc. 3.34% Reduce -1.3% 232,642 $160.9M
Mirae Asset Global Investments Co., Ltd. 0.44% Add +6.3% 233,355 $159.1M
Credit Agricole S A 0.44% Reduce -26.3% 232,837 $158.8M
Spider Management Company, LLC 70.59% No change 232,648 $158.6M
NewEdge Wealth, LLC 1.78% Add +15.9% 231,168 $157.6M
Ballentine Partners, LLC 2.18% Reduce -0.3% 227,456 $155.1M
Blue Bell Private Wealth Management, LLC 22.42% Reduce -6.5% 224,155 $152.9M
Beacon Pointe Advisors, LLC 1.07% Add +5.3% 224,073 $152.8M
Gould Asset Management LLC 26.82% Add +1.0% 221,907 $151.3M
Vontobel Holding Ltd. 0.50% Reduce -3.4% 221,798 $151.2M
Div Capital Phoenix Assets Ltd 38.15% — 221,070 $150.8M
Peapack Gladstone Financial Corp. 1.89% Reduce -0.4% 220,181 $150.1M
Alesco Advisors, LLC, An ESL Co 3.83% Reduce -0.4% 217,291 $148.2M
Aristotle Capital Management, LLC 0.30% Add +72.0% 216,426 $147.6M
Silicon Valley Capital Partners 13.42% Reduce -1.2% 216,220 $147.4M
Benin Management CORP 32.70% Add +0.3% 214,835 $146.5M
Hills Bank & Trust Co 8.49% Reduce -0.8% 214,243 $146.1M
MBL Wealth, LLC 11.69% Add +0.7% 213,661 $145.7M
Little Harbor Advisors, LLC 74.53% Reduce -5.9% 211,902 $144.5M
Saudi Central Bank 5.37% No change 210,000 $143.6M
MetLife Investment Management, LLC 0.69% Add +62.6% 209,900 $143.1M
1ST Source Bank 7.50% Add +15.9% 209,693 $143.0M
Welch Capital Partners LLC 28.37% Reduce -0.3% 207,589 $141.6M
University of Illinois Foundation 48.46% Reduce -17.6% 206,298 $141.1M
Advisory Services Network, LLC 1.98% Add +18.7% 205,563 $140.2M
Bailard, Inc. 3.06% Reduce -1.2% 202,575 $138.1M
WASHINGTON TRUST Co 4.47% Reduce -3.0% 200,729 $136.9M
Bank of Hawaii 6.68% Reduce -0.4% 198,191 $135.2M
Macquarie Group Ltd. 0.59% Reduce -85.8% 198,025 $135.0M
BTG Pactual Asset Management US LLC 15.11% Reduce -12.9% 197,917 $135.0M
Stephens Inc. 1.67% Add +2.4% 196,868 $134.2M
Cullen/Frost Bankers, Inc. 1.47% Add +6.0% 196,075 $133.7M
CI Investments Inc. 0.58% Add +37.0% 195,245 $133.1M
Pinnacle Associates Ltd. 1.71% Reduce -2.0% 194,995 $133.0M
Engineers Gate Manager LP 1.56% Add +11.7% 193,240 $131.8M
Naman Capital Ltda 36.99% Add +11.5% 192,877 $131.5M
Pacific Wealth Management 60.87% Add +2.6% 192,303 $131.1M
Allworth Financial LP 0.54% Add +0.7% 191,732 $130.7M
Eastern Bank 2.25% Reduce -1.3% 191,440 $130.5M
Beacon Capital Management, LLC 20.23% Reduce -4.8% 191,358 $130.5M
Park Avenue Securities LLC 1.11% Add +3.7% 191,335 $130.5M
CIBC Asset Management Inc 0.31% Add +39.9% 191,231 $130.4M
Ritholtz Wealth Management 2.37% Add +0.1% 190,000 $129.6M
Banco Santander, S.A. 0.96% Reduce -22.6% 188,686 $128.7M
Walleye Trading LLC 2.04% New 186,368 $127.1M
Guggenheim Capital LLC 0.93% Reduce -0.9% 184,947 $126.1M
Mizuho Bank, Ltd. 14.93% Add +142.1% 184,000 $125.5M
Allen Investment Management, LLC 1.39% Add +12.8% 183,808 $125.3M
Diversified Trust Co. 2.30% Reduce -2.2% 183,079 $124.8M
Metropolitan Life Insurance Co 37.77% Reduce -3.8% 182,574 $124.5M
AIA Group Ltd 1.85% Add +1.0% 181,590 $123.8M
DT Investment Partners, LLC 10.22% Reduce -3.0% 181,096 $123.5M
Csenge Advisory Group 5.58% Add +2.6% 180,732 $123.2M
Montag A & Associates Inc. 5.61% Add +1.5% 179,157 $122.5M
Jordan Park Group LLC 7.07% Reduce -11.2% 178,847 $122.0M
GenTrust, LLC 5.27% Reduce -1.3% 177,934 $121.7M
LMR Partners LLP 1.54% Add +34960.5% 177,406 $121.0M
Moneta Group Investment Advisors LLC 0.90% Add +2.1% 175,049 $119.4M
Savant Capital, LLC 0.68% Add +3.5% 174,526 $119.0M
Bleakley Financial Group, LLC 2.06% Add +4.3% 174,352 $118.9M
Belpointe Asset Management LLC 4.27% Add +75.7% 173,314 $118.2M
Wealthcare Advisory Partners LLC 2.31% Reduce -0.8% 172,209 $117.4M
Dimension Capital Management LLC 16.44% Reduce -2.0% 172,073 $117.3M
Capstone Investment Advisors, LLC 1.19% Reduce -23.4% 171,680 $117.1M
Trans-Canada Capital Inc. 6.71% Reduce 0.0% 170,572 $116.7M
National Philanthropic Trust 1.14% Add +3.8% 169,929 $115.9M
North Horizon Holdings Inc. 100.00% — 169,115 $115.3M
AE Wealth Management LLC 0.66% Add +17.2% 167,589 $114.3M
Moment Partners, LLC 23.28% Add +2.3% 165,463 $113.2M
TLWM 20.66% Reduce -4.5% 165,499 $112.9M
DV Trading LLC 9.76% — 165,221 $112.7M
Manchester Capital Management LLC 15.23% Reduce -0.4% 164,117 $111.9M
Marest Capital, LLC 62.40% Add +0.8% 163,612 $111.6M
M Holdings Securities, Inc. 7.95% Add +914.3% 162,838 $111.0M
Southern Farm Bureau Life Insurance 11.40% No change 161,923 $110.4M
Select Asset Management & Trust 34.14% Add +6.0% 160,946 $109.8M
Activest Wealth Management 20.37% Add +5.9% 159,882 $109.0M
Moore Capital Management, LP 2.30% Add +23.0% 158,577 $108.1M
Sequoia Financial Advisors, LLC 0.60% Add +4.6% 158,210 $107.9M
Glenview Trust Co 1.66% Reduce -0.9% 157,557 $107.4M
Waverly Advisors, LLC 0.87% Add +6.8% 156,699 $106.9M
Jump Financial, LLC 1.44% Add +1907.5% 156,187 $106.5M
Brandywine Trust Co. 18.47% Add +2.0% 154,454 $105.3M
CVS HEALTH Corp 77.55% No change 153,891 $104.9M
Strategic Point Investment Advisors, LLC 14.47% Reduce -2.8% 153,413 $104.6M
Foundations Investment Advisors, LLC 1.37% Reduce -6.0% 152,699 $104.1M
Karnit Road Accident Victims Compensation Fund 58.57% — 151,957 $103.6M
Stadion Money Management, LLC 8.33% Reduce -7.3% 150,705 $102.8M
Bradley Foster & Sargent Inc. 1.49% Reduce -14.5% 148,840 $101.5M
Gainplan LLC 37.95% Reduce -4.0% 148,224 $101.1M
Howard Capital Management Group, LLC 6.37% Reduce -0.3% 147,952 $100.9M
Ramsey Quantitative Systems 91.62% Reduce -1.2% 147,603 $100.6M
RBF Capital, LLC 4.55% No change 146,300 $99.8M
Prime Capital Investment Advisors, LLC 1.21% Reduce -9.5% 146,138 $99.7M
Summit Financial, LLC 1.46% Add +0.4% 145,586 $99.6M
Serenus Wealth Advisors, LLC 19.27% Reduce -1.5% 145,954 $99.5M
Renaissance Technologies 0.15% New 144,480 $98.5M
Tucker Asset Management LLC 28.65% Add +2.5% 144,296 $98.4M
Sentinel Pension Advisors, LLC 14.99% Add +0.2% 143,122 $97.6M
Fiera Capital Corp 0.31% Add +10.5% 142,840 $97.4M
Rwa Wealth Partners, LLC 1.06% Add +3.1% 142,832 $97.4M
Jabodon PT Co. 12.88% Add +0.3% 142,750 $97.3M
New York Life Insurance Co. 21.31% No change 142,522 $97.2M
MCF Advisors LLC 5.35% Reduce -1.4% 141,670 $96.8M
Geneos Wealth Management Inc. 2.37% Add +6.6% 141,906 $96.8M
Urban Financial Advisory Corp 37.94% Reduce -0.3% 141,678 $96.6M
Soros Fund Management 1.73% Add +44.9% 141,653 $96.6M
Rising Stella Capital Pte. Ltd 45.49% — 141,581 $96.5M
Freestone Capital Holdings, LLC 2.85% Reduce -0.6% 140,755 $96.0M
Webster Bank, N. A. 8.99% Reduce -0.8% 140,369 $95.7M
Atticus Wealth Management, LLC 23.54% Reduce -0.8% 139,805 $95.3M
Thor Trading Advisors, LLC 39.44% Add +86.0% 138,509 $95.2M
Clearstead Advisors, LLC 1.20% Add +5.8% 139,220 $94.9M
V2 Financial group LLC 46.71% Add +0.1% 139,053 $94.8M
Mufg Bank, LTD. 2.97% No change 138,700 $94.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.08% Add +20.9% 137,905 $94.0M
Total Investment Management Inc. 12.01% Add +0.5% 137,303 $93.6M
Wellington Management Group LLP 0.02% Reduce -5.3% 137,200 $93.6M
Atria Investments, Inc 1.05% Add +16.2% 135,956 $92.7M
Pine Valley Investments Ltd Liability Co 4.59% Add +1.1% 134,881 $92.2M
Financiere des Professionnels - Fonds d'investissement inc. 5.22% Reduce -2.2% 134,798 $91.9M
Joel Isaacson & Co., LLC 3.03% Add +18.6% 134,670 $91.8M
Flow Traders U.S. LLC 3.02% New 134,586 $91.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 12.72% No change 134,556 $91.8M
Parallax Volatility Advisers, L.P. 3.21% New 134,473 $91.7M
Schusterman Interests, LLC 20.91% Add +1.1% 133,977 $91.4M
Cornerstone Wealth Group, LLC 6.23% Reduce -3.4% 133,588 $91.1M
St. Louis Trust Co 10.39% Reduce -0.4% 132,873 $90.6M
Bokf, NA 1.38% Add +0.6% 132,423 $90.3M
Hudson Bay Capital Management LP 0.57% Reduce -65.8% 132,184 $90.1M
Banque Pictet & Cie SA 0.90% Reduce -11.7% 132,053 $90.0M
Alkeon Capital Management LLC 0.39% New 131,500 $89.7M
Johnson Investment Counsel Inc. 0.73% Add +0.1% 130,618 $89.1M
Busey Bank 2.34% Reduce -0.1% 130,366 $88.9M
Calamos Advisors LLC 0.53% Reduce -53.0% 130,267 $88.8M
Berkeley Capital Partners, LLC 20.86% Add +0.7% 129,849 $88.5M
CSM Advisors, LLC 2.40% Reduce -24.0% 129,440 $88.3M
Toronto Dominion Bank 0.16% Reduce -74.9% 129,397 $88.2M
Beacon Capital Management, Inc. 4.68% Add +14.1% 128,269 $87.5M
Consolidated Investment Group LLC 10.46% Add +2.4% 128,215 $87.4M
Independence Bank of Kentucky 10.87% Add +1.4% 128,129 $87.4M
Balyasny Asset Management L.P. 0.17% Add +32.9% 126,992 $86.6M
SteelPeak Wealth, LLC 2.81% Add +5.8% 125,038 $85.5M
Midwest Trust Co 1.06% Add +0.4% 125,080 $85.3M
TCW Group Inc. 0.61% Add +0.2% 124,469 $84.9M
Portland Global Advisors LLC 9.06% Reduce -1.5% 123,770 $84.4M
Choreo, LLC 1.07% Reduce -0.2% 354,325 $84.3M
Amundi 0.03% Reduce -77.5% 123,247 $84.0M
Granger Management LLC 22.20% Reduce -57.3% 122,825 $84.0M
Evoke Wealth, LLC 1.62% Reduce -20.5% 122,822 $84.0M
Capital International Investors 0.01% Add +46.3% 121,461 $83.4M
Mill Creek Capital Advisors, LLC 1.68% Reduce -2.8% 121,185 $82.6M
CTC LLC 7.57% Reduce -91.0% 121,111 $82.6M
Insigneo Advisory Services, LLC 5.91% Reduce -1.9% 120,530 $82.2M
Oppenheimer & Co. Inc. 1.16% Add +5.8% 120,186 $82.0M
Venture Visionary Partners LLC 2.67% Reduce -1.9% 119,681 $81.6M
Allianz SE 1.05% Add +3.6% 119,270 $81.3M
Haverford Trust Co 0.72% Add +3.0% 118,953 $81.1M
Public Sector Pension Investment Board 0.27% Add +50.1% 118,788 $81.0M
Capital Advisors, Ltd. LLC 9.13% Reduce -0.9% 118,682 $80.9M
Atlantic Union Bankshares Corp 1.51% Reduce -2.3% 117,774 $80.3M
Integrated Advisors Network LLC 3.56% Reduce -1.4% 117,771 $80.3M
Keystone Financial Group 5.96% Reduce -28.1% 117,643 $80.2M
Lavaca Capital LLC 13.47% Reduce -0.5% 116,721 $79.6M
Evercore Wealth Management, LLC 1.16% Add +0.6% 116,548 $79.5M
Procyon Advisors, LLC 3.91% Add +730.1% 115,902 $79.0M
Headland Capital, LLC 21.95% Add +0.4% 115,615 $78.8M
Mesirow Financial Investment Management, Inc. 1.62% Reduce -14.5% 115,388 $78.7M
Curi Capital, LLC 1.37% Reduce -1.3% 115,073 $78.7M
Lepercq De Neuflize Asset Management LLC 45.00% No change 115,245 $78.6M
Klingman & Associates, LLC 3.79% Reduce -2.3% 115,228 $78.6M
NTV Asset Management LLC 8.26% Add +2.9% 114,425 $78.0M
Stratos Wealth Advisors, LLC 3.73% Reduce -2.2% 113,077 $77.1M
IFG Advisors, LLC 12.82% Reduce -2.7% 112,980 $77.0M
TSG Advice Partners, LLC 11.75% — 112,898 $77.0M
Regions Financial Corp. 0.49% Add +14.7% 112,610 $76.8M
Kestra Private Wealth Services, LLC 0.95% Reduce -0.7% 112,418 $76.7M
Novare Capital Management LLC 5.69% Reduce -6.9% 111,299 $75.9M
Kirkwood Financial Services 26.53% Add +3.3% 111,327 $75.8M
Eos Management, L.P. 29.60% No change 110,736 $75.5M
Kentucky Farm Bureau Mutual Insurance Co 20.06% No change 109,000 $74.3M
Independent Financial Group, LLC 1.66% Add +3.1% 108,988 $74.3M
Dakota Wealth Management 1.31% Add +8.8% 108,098 $73.7M
U.S. Capital Wealth Advisors, LLC 1.92% Add +0.1% 107,676 $73.4M
Bawa N Mallick Trust 27.20% No change 107,400 $73.2M
Azarias Capital Management, L.P. 31.78% No change 106,461 $72.6M
First Horizon Corp. 3.23% Reduce -1.4% 105,999 $72.3M
Integrated Wealth Concepts LLC 0.85% Reduce -53.6% 105,468 $71.9M
Reicon Wealth Advisors, LLC 52.52% — 105,326 $71.8M
Fayez Sarofim & Co 0.17% Add +249.2% 105,052 $71.6M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -89.8% 104,833 $71.5M
Alvarez & Marsal Private Wealth Partners, LLC 13.72% — 104,447 $71.4M
NINE MASTS CAPITAL Ltd 15.93% New 104,139 $71.0M
OMERS ADMINISTRATION Corp 0.50% No change 103,835 $70.8M
Natixis Advisors, LLC 0.10% Reduce -1.6% 103,166 $70.4M
Fort Point Capital Partners LLC 8.51% Add +0.5% 101,271 $70.3M
New England Asset Management Inc. 9.53% Add +2.8% 103,004 $70.2M
Dynasty Wealth Management, LLC 0.69% Reduce -0.8% 102,931 $70.2M
Conning Inc. 2.46% Reduce -1.2% 102,120 $69.6M
Edmond DE Rothschild Holding S.A. 0.99% Reduce -10.0% 102,013 $69.6M
Shepherd Financial Partners LLC 6.43% Reduce -0.3% 101,817 $69.4M
Edgestream Partners, L.P. 1.95% Add +97.4% 101,548 $69.2M
D.A. Davidson & Co. 0.42% Reduce -1.4% 100,764 $68.7M
Crewe Advisors LLC 6.09% Reduce -1.0% 100,755 $68.7M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -1.4% 99,393 $67.8M
Westshore Wealth, LLC 22.48% Reduce -1.9% 99,378 $67.8M
Allianz Asset Management GmbH 0.08% Reduce -15.6% 99,000 $67.5M
Blackstone Inc. 0.29% Add +9.5% 98,810 $67.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.21% Add +2.1% 98,688 $67.3M
Prospera Financial Services Inc 1.11% Reduce -4.6% 98,585 $67.3M
Farther Finance Advisors, LLC 0.72% Add +19.5% 98,508 $67.2M
J.W. Cole Advisors, Inc. 1.63% Reduce -3.3% 124,844 $67.2M
IFG Advisory, LLC 2.93% Add +8.3% 98,433 $67.1M
Canada Post Corp Registered Pension Plan 2.56% No change 98,414 $67.1M
West Financial Advisors, LLC 11.31% Reduce -6.0% 98,305 $67.0M
LGL Partners, LLC 28.53% Reduce -1.1% 97,789 $66.9M
Global Retirement Partners, LLC 1.18% Add +3.6% 97,919 $66.8M
Barings LLC 1.27% Reduce -15.2% 97,330 $66.4M
Oppenheimer Asset Management Inc. 0.81% Add +31.8% 96,948 $66.1M
Modera Wealth Management, LLC 0.76% Add +0.2% 96,613 $65.9M
Performa Ltd (US), LLC 16.68% Reduce -11.2% 96,375 $65.7M
Vanguard Group Inc. 0.00% Add +0.5% 95,456 $65.1M
Meridian Wealth Management, LLC 2.29% Add +3.4% 95,187 $65.0M
Allspring Global Investments Holdings, LLC 0.10% Add +177.7% 94,838 $64.8M
Orion Porfolio Solutions, LLC 0.47% Reduce -20.2% 94,931 $64.7M
USA Financial Formulas 11.74% Reduce -2.6% 94,596 $64.5M
IFP Advisors, Inc 1.45% Add +6.5% 94,572 $64.5M
Capital Management Associates, Inc 14.17% Add +56.8% 94,001 $64.1M
Cynosure Group, LLC 6.51% Reduce -4.7% 93,921 $64.0M
Sapient Capital LLC 0.89% Reduce -5.1% 92,352 $63.6M
All Terrain Financial Advisors, LLC 19.50% Add +4.0% 93,152 $63.5M
Capital Advisors Inc. 1.02% Reduce -11.5% 92,744 $63.2M
Choate Investment Advisors 1.24% Add +1.4% 92,651 $63.2M
Federation des caisses Desjardins du Quebec 0.24% Add +8.4% 92,588 $63.1M
Shapiro Capital Management LLC 3.33% New 92,375 $63.0M
Klingenstein Fields & Co. LP 2.36% Add +3.3% 92,187 $62.9M
Legacy Wealth Management, LLC / MS 16.76% Add +6.1% 92,031 $62.8M
MSA Advisors, LLC 15.60% Reduce -19.9% 91,379 $62.3M
Phoenix Financial Ltd. 0.68% Reduce -0.9% 91,196 $62.3M
Stock Yards Bank & Trust Co. 1.88% Reduce -1.6% 90,162 $61.5M
Aptus Capital Advisors, LLC 0.52% Add +16.0% 89,947 $61.3M
Verus Advisory, Inc. 40.02% — 89,273 $61.3M
First Financial Bank - Trust Division 5.03% Reduce -0.6% 89,724 $61.2M
Granby Capital Management, LLC 32.55% No change 89,500 $61.0M
Greenhouse Wealth Management, LLC 35.90% Reduce -2.1% 88,997 $60.7M
Sei Investments Co. 0.06% Add +171.3% 88,555 $60.4M
180 GPS Investments IC Ltd 47.55% Add +76.7% 90,602 $60.2M
Modern Wealth Management, LLC 1.10% Reduce -27.8% 88,126 $60.1M
Potentia Wealth 22.01% Reduce -2.7% 88,079 $60.1M
Cumberland Advisors Inc. 22.73% Reduce -3.3% 87,943 $60.0M
Perigon Wealth Management, LLC 1.07% Reduce -1.3% 87,926 $60.0M
Sigma Planning Corp 1.66% Add +0.9% 87,921 $60.0M
Matauro, LLC 9.01% Add +2.8% 87,798 $59.9M
Advisor Resource Council 21.29% Add +107.4% 86,735 $59.8M
Westwood Holdings Group Inc. 0.49% Add +0.4% 87,567 $59.7M
Simplex Trading, LLC 1.68% Reduce -43.3% 87,518 $59.7M
Kingswood Wealth Advisors, LLC 2.88% Add +11.4% 87,292 $59.5M
Marathon Trading Investment Management LLC 7.09% Add +629.4% 86,612 $59.1M
Capital Fund Management S.A. 0.56% New 86,500 $59.0M
Arax Advisory Partners 1.72% New 86,355 $58.9M
Attessa Capital LLC 31.96% Add +6.6% 85,733 $58.5M
Maven Securities LTD 7.43% Add +201.1% 85,635 $58.4M
4Thought Financial Group Inc. 28.90% Add +3.8% 85,587 $58.4M
Harbour Investments, Inc. 1.18% Add +5.7% 85,537 $58.3M
Keel Point, LLC 3.52% Reduce -6.8% 85,525 $58.3M
CreativeOne Wealth, LLC 1.41% Add +3.2% 85,488 $58.3M
Lazard Freres Gestion S.A.S. 1.04% Add +22.9% 85,013 $58.0M
Waldron Private Wealth LLC 2.29% Reduce -1.1% 84,986 $58.0M
Aua Capital Management, LLC 28.95% Add +3.0% 84,643 $57.7M
Holocene Advisors, LP 0.12% Add +64.5% 84,533 $57.6M
Apella Capital, LLC 1.14% Add +6.5% 84,439 $57.6M
Gladstone Institutional Advisory LLC 2.17% Add +4.8% 84,268 $57.5M
Laird Norton Wetherby Trust Company, LLC 1.19% Add +739.4% 83,940 $57.4M
Sowell Financial Services LLC 2.11% Add +9.0% 84,151 $57.4M
Mio Partners, Inc. 98.70% — 84,090 $57.3M
Robertson Stephens Wealth Management, LLC 1.60% Reduce -70.5% 83,226 $56.9M
Becker Capital Management Inc. 1.62% Add +0.6% 82,756 $56.6M
Fiduciary Alliance LLC 3.68% Reduce -0.5% 82,514 $56.3M
SPX Gestao de Recursos Ltda 5.68% New 81,424 $55.5M
Dean, Jacobson Financial Services, LLC 35.11% Add +0.9% 81,156 $55.3M
Nicholas Hoffman & Company, LLC. 1.28% Reduce -3.7% 80,759 $55.1M
Valor Advisors LLC 45.81% — 80,395 $55.0M
Krane Funds Advisors LLC 1.78% Add +45.1% 80,400 $54.8M
Black Swift Group, LLC 9.14% Add +0.5% 90,179 $54.7M
Merit Financial Group, LLC 0.44% Add +4.5% 79,904 $54.5M
First National Trust Co 1.82% Reduce -1.2% 79,855 $54.5M
Northwest & Ethical Investments L.P. 1.22% Add +64.3% 79,500 $54.2M
Generali Investments CEE, investicni spolecnost, a.s. 3.80% Add +3.0% 79,130 $54.0M
World Investment Advisors 0.88% Add +34.0% 78,755 $53.7M
Golden State Wealth Management, LLC 5.67% Reduce -1.9% 78,690 $53.7M
Seal Cove Capital, LLC 49.98% — 78,520 $53.5M
Embree Financial Group 6.58% Reduce -6.9% 78,460 $53.5M
WCG Wealth Advisors LLC 1.50% Add +275.8% 78,296 $53.4M
Wilmington Savings Fund Society, FSB 1.25% Add +1.4% 78,148 $53.3M
Aspen Grove Capital, LLC 9.23% Add +0.3% 77,850 $53.2M
Arvest Bank Trust Division 2.88% Reduce -1.8% 77,977 $53.2M
Chicago Partners Investment Group LLC 1.31% Add +0.9% 76,931 $53.0M
Arkadios Wealth Advisors 1.05% Add +34.6% 77,735 $53.0M
Flputnam Investment Management Co. 0.77% Reduce -0.8% 77,433 $52.8M
Signaturefd, LLC 0.81% Add +0.2% 77,378 $52.8M
Composition Wealth, LLC 0.75% Add +11.8% 76,768 $52.3M
Galilei Investment Office LLP 24.65% Reduce -1.2% 76,730 $52.3M
Caprock Group, LLC 1.10% Add +18.8% 76,388 $52.2M
Clearbridge Investments, LLC 0.04% Add +1626.7% 76,543 $52.2M
Kaleidoscope Capital LP 19.89% Add +0.3% 76,346 $52.1M
Fifth Third Securities, Inc. 3.39% Reduce -1.0% 76,078 $51.9M
Simmons Bank 3.47% Reduce -2.7% 76,067 $51.9M
Virtue Capital Management, LLC 7.99% Add +474.2% 75,887 $51.8M
Seven Post Investment Office LP 18.44% Add +0.6% 75,639 $51.6M
Benjamin Joseph Floyd Dba Floyd Capital Management 100.00% Reduce -75.0% 75,420 $51.5M
Arkos Global Advisors 6.56% Reduce -7.1% 75,033 $51.2M
Unisphere Establishment 0.38% New 75,000 $51.1M
Harel Insurance Investments & Financial Services Ltd. 0.44% Reduce -44.3% 74,859 $51.1M
Frank, Rimerman Advisors LLC 3.24% Add +0.6% 74,932 $51.1M
Rathbones Group PLC 0.20% Reduce -0.6% 74,698 $50.9M
King Wealth Management Group 6.08% Add +1.5% 74,004 $50.5M
Fidelis Capital Partners, LLC 3.66% Reduce -22.3% 73,933 $50.4M
Mgo One Seven LLC 1.03% Add +15.6% 73,755 $50.3M
Lebenthal Global Advisors, LLC 7.74% Add +25.3% 73,562 $50.2M
Bluefin Capital Management, LLC 14.15% Add +163.4% 73,500 $50.1M
Anchor Capital Management Group Inc 25.29% Reduce -24.0% 57,000 $50.0M
Systematic Alpha Investments, LLC 1.55% Reduce -2.9% 72,970 $49.8M
FIL Ltd 0.04% Reduce -30.0% 72,896 $49.7M
ZEGA Investments, LLC 9.61% Add +21.0% 72,663 $49.6M
J.Safra Asset Management Corp 2.59% Add +12.7% 72,526 $49.5M
Advisors Capital Management, LLC 0.59% Add +224.5% 72,424 $49.4M
Allie Family Office LLC 23.06% Reduce -0.7% 72,298 $49.4M
Element Pointe Advisors, LLC 9.53% Add +0.3% 72,316 $49.3M
Commonwealth Financial Services, LLC 8.12% Add +2.3% 72,220 $49.2M
One River Asset Management, LLC 43.61% Add +216.7% 72,053 $49.1M
Hengehold Capital Management LLC 4.13% Add +3.4% 71,881 $49.0M
Carnegie Investment Counsel 0.90% Reduce -2.7% 71,255 $48.6M
Cavalier Investments, LLC 15.02% Add +90.7% 70,859 $48.3M
Retirement Income Solutions, Inc. 8.14% Reduce -1.5% 70,380 $48.0M
Scharf Investments, LLC 1.29% Add +194.4% 70,284 $47.9M
Crestwood Advisors Group, LLC 0.80% Add +16.1% 70,089 $47.8M
Archon Partners LLC 4.99% No change 70,000 $47.7M
Wallace Hart LLC 35.00% Add +1.5% 69,647 $47.5M
Kovack Advisors, Inc. 2.25% Add +70.2% 69,372 $47.3M
Flagship Harbor Advisors, LLC 2.22% Reduce -13.8% 69,092 $47.1M
Beacon Bank & Trust 9.54% Reduce -2.5% 68,979 $47.0M
Summit Trail Advisors, LLC 0.81% Reduce -26.8% 68,609 $46.9M
Kera Capital Partners, Inc. 5.77% Add +4.5% 67,601 $46.8M
Pinkerton Wealth, LLC 4.79% Reduce -2.7% 68,472 $46.7M
Connors Investor Services Inc. 4.01% Reduce -4.4% 68,249 $46.5M
Washington Growth Strategies LLC 29.97% Add +3.2% 67,965 $46.3M
AXA S.A. 21.92% No change 67,929 $46.3M
Atlantic Private Wealth, LLC 29.58% Reduce -3.3% 67,846 $46.3M
Perbak Capital Partners LLP 14.10% Add +30.3% 67,756 $46.2M
Inscription Capital, LLC 4.74% Add +1.5% 67,688 $46.2M
IPG Investment Advisors LLC 8.05% Add +6.2% 67,182 $45.9M
Kozak & Associates, Inc. 8.85% Reduce -4.4% 66,020 $45.8M
Verger Capital Management LLC 13.54% Add +11.5% 67,039 $45.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.24% Add +15.9% 66,897 $45.6M
Lutz Financial Services LLC 3.10% Reduce -4.1% 66,871 $45.6M
Clear Harbor Asset Management, LLC 3.11% Add +1.4% 66,692 $45.5M
Purpose Unlimited Inc. 2.10% — 66,613 $45.4M
Midwest Professional Planners, LTD. 10.73% Add +4.9% 66,446 $45.3M
Proficio Capital Partners LLC 3.17% Add +14.1% 66,344 $45.2M
Pitcairn Wealth Advisors LLC 4.06% — 66,172 $45.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 8.85% No change 65,902 $45.1M
Benjamin Edwards Inc. 0.50% Add +4.1% 66,042 $45.0M
Mizuho Markets Americas LLC 0.96% Add +103.8% 65,819 $44.9M
Thoma Capital Management LLC 25.53% Add +10.6% 64,997 $44.3M
Tyche Wealth Partners LLC 7.01% Add +7.5% 64,775 $44.2M
North Star Investment Management Corp. 2.77% Reduce -1.4% 64,644 $44.1M
Canandaigua National Bank & Trust Co. 3.94% Reduce -3.8% 64,519 $44.0M
Socha Financial Group, LLC 21.46% Reduce -36.3% 64,505 $44.0M
Woodard & Co. Asset Management Group Inc. 6.94% Reduce -12.8% 64,312 $43.9M
Madison Asset Management, LLC 0.50% Reduce -3.7% 64,038 $43.7M
Lanham O'Dell & Company, Inc. 12.53% Add +12.9% 63,811 $43.5M
Anfield Capital Management, LLC 13.72% Reduce -8.1% 63,806 $43.5M
First Nebraska Trust Co 3.98% Add +4.9% 63,772 $43.5M
Norris Financial Group, LLC 14.77% Add +6.0% 63,735 $43.5M
Centaurus Financial, Inc. 1.98% Add +4.2% 63,437 $43.3M
Curtis Advisory Group, LLC 9.07% Reduce -0.3% 63,429 $43.3M
Guidance Capital, Inc. 10.56% Reduce -0.3% 62,740 $43.2M
Washburn Capital Management, Inc. 23.65% Reduce -0.4% 63,010 $43.0M
Lifestyle Asset Management, Inc. 13.90% Add +12.1% 62,681 $42.7M
Chesley Taft & Associates LLC 1.69% Add +11.6% 62,656 $42.7M
Bluespring Wealth Management, LLC 3.67% Reduce -4.5% 62,355 $42.7M
Aviso Financial Inc. 1.61% Add +49.0% 61,959 $42.2M
Correct Capital Wealth Management 7.95% Add +20.2% 61,903 $42.2M
VestGen Advisors, LLC 1.79% Reduce -65.4% 61,838 $42.2M
Apollon Wealth Management, LLC 0.73% Add +7.8% 61,799 $42.1M
Principal Financial Group Inc. 0.02% Reduce -1.9% 61,603 $42.0M
Financial Partners Group, Inc 4.86% Add +1.7% 60,708 $42.0M
Caldwell Trust Co 3.73% Reduce -0.7% 61,602 $42.0M
Verdence Capital Advisors LLC 2.48% Reduce -4.5% 61,431 $41.9M
Tiller Private Wealth, Inc. 14.85% Reduce -3.8% 61,198 $41.7M
Trinity Financial Advisors LLC 11.67% Reduce -3.3% 61,007 $41.7M
GM Advisory Group, LLC 1.63% Add +43.7% 60,987 $41.6M
Ashton Thomas Private Wealth, LLC 1.01% Add +1.6% 60,769 $41.6M
Wealth Advisory Solutions, LLC 9.65% Reduce -0.2% 60,690 $41.4M
Dymon Asia Capital (singapore) Pte. LTD. 9.18% New 60,671 $41.4M
Argent Trust Co 1.42% Add +2.1% 60,503 $41.3M
IHT Wealth Management, LLC 1.00% Reduce -27.4% 60,475 $41.2M
Cambient Family Office, LLC 5.88% — 60,211 $41.2M
Associated Banc-Corp 1.05% Reduce -0.9% 60,199 $41.1M
Orchard Capital Management, LLC 35.51% New 60,000 $40.9M
Aspiriant, LLC 1.17% Reduce -1.0% 59,832 $40.8M
Jackson, Grant Investment Advisers, Inc. 13.42% Reduce -0.9% 59,756 $40.7M
State of Wisconsin Investment Board 0.09% Reduce -5.0% 59,350 $40.5M
Humankind Investments LLC 18.09% No change 59,140 $40.3M
Hanover Advisors Inc. 15.65% Reduce -0.5% 59,094 $40.3M
Wilkerson Advisory Group LLC 14.17% — 58,991 $40.2M
Johnson Financial Group, Inc. 1.50% Add +2.6% 58,745 $40.2M
Spire Wealth Management 1.34% Reduce -6.7% 58,788 $40.1M
MTC Wealth Management LLC 18.78% Reduce -3.1% 58,688 $40.0M
Adirondack Trust Co. 13.16% Reduce -1.1% 58,676 $40.0M
Evansbrook LLC 26.67% — 58,475 $39.9M
Retirement Planning Group, LLC 1.31% Add +7.7% 58,397 $39.8M
James J. Burns & Company, LLC 5.49% Add +18.6% 58,382 $39.8M
Navigation Wealth Management, Inc. 59.10% Reduce -7.4% 58,347 $39.8M
1832 Asset Management L.P. 0.05% Add +76.0% 57,943 $39.5M
Wedbush Securities Inc. 1.15% Add +8.6% 57,898 $39.5M
Bank Hapoalim BM 3.54% Reduce -1.2% 57,777 $39.4M
OneDigital Investment Advisors LLC 0.39% Reduce -6.6% 57,698 $39.3M
TCV Trust & Wealth Management, Inc. 3.18% Add +8.3% 57,672 $39.3M
Union Bancaire Privee, UBP SA 0.47% Add +10.8% 55,647 $39.3M
Mine & Arao Wealth Creation & Management, LLC. 15.27% Add +0.1% 57,232 $39.0M
TIG Advisors, LLC 1.88% Add +0.3% 57,198 $39.0M
Cary Street Partners Financial LLC 0.96% Add +5.4% 57,054 $38.9M
Partners Capital Investment Group, LLP 1.45% Add +0.3% 57,015 $38.9M
Capital Wealth Planning, LLC 0.25% Add +4.0% 57,003 $38.9M
SFG Wealth Management, LLC. 15.27% Reduce -40.0% 56,997 $38.9M
Hapanowicz & Associates Financial Services, Inc 15.22% Add +1.6% 56,967 $38.8M
Cullinan Associates Inc. 2.63% Add +4.0% 56,861 $38.8M
Silvercrest Asset Management Group LLC 0.27% Add +31.2% 56,575 $38.6M
Glen Eagle Advisors, LLC 5.25% Add +0.6% 56,524 $38.5M
Hibernia Wealth Partners, LLC 11.57% Add +92.9% 56,352 $38.4M
Dumont & Blake Investment Advisors LLC 9.24% Reduce -1.8% 56,367 $38.4M
Teachers Retirement System of the State of Kentucky 0.29% Reduce -0.6% 56,275 $38.4M
King Luther Capital Management Corp. 0.16% Reduce -4.4% 56,243 $38.4M
Welch & Forbes LLC 0.46% Add +39.3% 56,158 $38.3M
HMS Capital Management, LLC 15.83% Reduce -30.2% 56,110 $38.3M
Kellett Wealth Advisors, LLC 21.84% Add +0.9% 56,074 $38.2M
Calamos Wealth Management LLC 1.34% Reduce -7.7% 56,054 $38.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -47.2% 56,000 $38.2M
Proffitt & Goodson Inc. 5.33% Reduce -2.5% 55,932 $38.1M
McAlister, Sweet & Associates, Inc. 28.94% Reduce -30.9% 55,895 $38.1M
Rpo LLC 49.35% Add +187.2% 55,826 $38.1M
Cercano Management LLC 1.44% Add +6.9% 55,788 $38.0M
Capasso Planning Partners LLC 20.88% Reduce -3.5% 55,703 $38.0M
True Freedom Investing, LLC 2.58% Add +203.0% 55,483 $37.8M
Angeles Wealth Management, LLC 2.08% Add +18.7% 55,213 $37.7M
McElhenny Sheffield Capital Management, LLC 9.18% Reduce -5.1% 55,316 $37.7M
Mechanics Bank Trust Department 4.93% Reduce -0.4% 55,202 $37.6M
O'shaughnessy Asset Management, LLC 0.21% Add +6.8% 54,689 $37.3M
ADAR1 Capital Management, LLC 2.79% No change 54,684 $37.3M
Swiss Life Asset Management Ltd 0.19% Reduce -2.5% 54,600 $37.2M
Dorsey & Whitney Trust CO LLC 1.96% Reduce -0.1% 54,297 $37.0M
Smithbridge Asset Management Inc. 3.16% Add +98.4% 54,243 $37.0M
Safeguard Investment Advisory Group, LLC 9.42% Reduce -6.9% 54,027 $36.8M
Focus Financial Network, Inc. 1.28% Add +0.4% 53,867 $36.7M
Evermay Wealth Management LLC 4.11% Reduce -0.4% 53,556 $36.6M
Crescent Grove Advisors, LLC 3.46% Reduce -9.5% 53,212 $36.4M
Kingsview Wealth Management, LLC 0.52% Add +39.8% 53,318 $36.4M
Prosperity Consulting Group, LLC 1.63% Add +3.6% 53,253 $36.3M
OAKMONT Corp 6.28% Add +2.7% 53,241 $36.3M
CoreCap Advisors, LLC 1.27% Reduce -1.9% 53,166 $36.3M
Roth Financial Partners LLC 11.95% Reduce -0.5% 53,079 $36.2M
Greenberg Financial Group 14.89% — 53,024 $36.2M
Capital World Investors 0.00% Add +26.2% 52,566 $36.1M
Capital Group Private Client Services, Inc. 0.57% Add +0.7% 52,676 $35.9M
Bridgewater Advisors Inc. 2.33% Reduce -0.1% 52,390 $35.9M
Callan Family Office, LLC 0.77% Add +2.9% 52,590 $35.9M
Mission Wealth Management, LP 0.73% Reduce -1.0% 52,547 $35.8M
Oxford Financial Group, LTD. LLC 1.97% Add +4.6% 52,480 $35.8M
Constant Guidance Financial LLC 25.14% Add +11.9% 52,403 $35.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Add +5.0% 52,196 $35.6M
Capital Investment Advisors, LLC 0.54% Reduce -1.3% 52,017 $35.5M
Pinnacle Wealth Management Advisory Group, LLC 2.43% Reduce -3.3% 51,781 $35.3M
Curated Wealth Partners LLC 3.82% Add +0.3% 51,774 $35.3M
Ironsides Asset Advisors, LLC 8.92% Add +0.1% 51,627 $35.2M
Granite FO LLC 18.75% Reduce -0.8% 51,542 $35.1M
Farmers Trust Co. 5.73% Reduce -16.5% 51,542 $35.1M
Clarity Wealth Advisors, LLC 7.16% Add +0.5% 51,485 $35.1M
Diversified Management Inc. 8.19% — 51,436 $35.1M
First Heartland Consultants, Inc. 2.65% Reduce -2.3% 51,325 $35.0M
Momentum Wealth Planning, LLC 27.69% Reduce -0.8% 51,051 $34.9M
Western Wealth Management, LLC 1.60% Add +1.8% 50,782 $34.6M
Birinyi Associates Inc. 8.66% Reduce -4.1% 50,769 $34.6M
Boston Family Office LLC 2.19% Add +3.5% 50,693 $34.6M
Wind River Trust Co 12.89% Reduce -1.3% 50,618 $34.5M
Marmo Financial Group, LLC 16.33% Reduce -1.6% 50,600 $34.5M
Friends of the Cornell Lab of Ornithology, Inc. 33.09% — 50,584 $34.5M
Lanark Financial, Inc. 2.60% Add +2.9% 50,529 $34.5M
Vestmark Advisory Solutions, Inc. 0.46% Add +487.5% 50,505 $34.4M
MKT Advisors LLC 11.73% Reduce -2.1% 49,981 $34.4M
Sanchez Wealth Management Group 7.33% Reduce -7.6% 50,291 $34.3M
Trustmark Bank Trust Department 2.16% Reduce -1.2% 50,283 $34.3M
GQG Partners LLC 0.06% Add +188.8% 50,058 $34.1M
Axxcess Wealth Management, LLC 0.61% Add +17.8% 59,475 $34.1M
Cardiff Park Advisors, LLC 2.81% Reduce -1.5% 49,987 $34.1M
True North Advisors, LLC 4.41% Add +29.3% 49,954 $34.1M
First National Bank of Omaha 1.00% Add +150.5% 49,446 $33.9M
Austin Private Wealth, LLC 2.53% Add +2.2% 49,553 $33.8M
Cresta Advisors, Ltd. 14.17% Add +0.6% 49,552 $33.8M
HM Payson & Co. 0.48% Reduce -1.6% 49,525 $33.8M
Aft, Forsyth & Sober, LLC 10.20% No change 49,400 $33.7M
NorthCrest Asset Manangement, LLC 0.75% Reduce -0.4% 48,863 $33.6M
Clarius Group, LLC 1.91% Reduce -4.8% 49,026 $33.4M
MPWM Advisory Solutions, LLC 18.59% Reduce -11.6% 48,935 $33.4M
Ninepoint Partners LP 3.95% Reduce -3.4% 48,800 $33.3M
GFS Advisors, LLC 3.93% Reduce -3.8% 47,500 $33.1M
Fortis Capital Advisors, LLC 4.87% Add +0.2% 48,411 $33.0M
Quadrant Capital Group LLC 1.00% Add +104.1% 48,395 $33.0M
Montz Harcus Wealth Management LLC 13.34% Reduce -1.5% 48,257 $32.9M
BigSur Wealth Management LLC 7.97% Reduce -8.5% 48,067 $32.9M
Americana Partners, LLC 0.90% Add +48.8% 48,191 $32.9M
Regal Investment Advisors LLC 1.96% Add +1.3% 48,061 $32.8M
Essex Financial Services, Inc. 1.86% Add +0.2% 47,956 $32.7M
Palumbo Wealth Management LLC 8.04% Add +0.6% 47,811 $32.6M
Calydon Capital 5.49% Add +0.1% 47,765 $32.6M
Childress Capital Advisors, LLC 5.23% Add +23.4% 47,718 $32.5M
Hancock Whitney Corp. 0.59% Add +8.7% 47,616 $32.5M
Pettyjohn, Wood & White, Inc. 5.08% Add +4.3% 47,494 $32.4M
Empowered Funds, LLC 0.55% Add +373.5% 47,476 $32.4M
Erste Asset Management GmbH 0.27% Add +80.8% 47,469 $32.4M
Beacon Investment Advisory Services, Inc. 1.31% Add +59.6% 46,917 $32.0M
iA Global Asset Management Inc. 0.41% Reduce -33.2% 46,816 $31.9M
Migdal Insurance & Financial Holdings Ltd. 0.27% Add +2.8% 46,683 $31.8M
71 West Capital Partners 1.46% — 46,685 $31.8M
Parallel Advisors, LLC 0.58% Add +1.4% 46,617 $31.8M
BSW Wealth Partners 3.81% Reduce -1.8% 46,601 $31.8M
Zacks Investment Management 0.25% Add +13.2% 46,474 $31.7M
Redhawk Wealth Advisors, Inc. 3.55% Add +11.1% 46,438 $31.7M
Benchmark Financial Wealth Advisors, LLC 9.08% Reduce -4.4% 46,398 $31.6M
Taylor & Morgan Wealth Management, LLC 17.70% Add +3.0% 46,316 $31.6M
Independent Family Office, LLC 13.16% No change 46,220 $31.5M
Arthur M. Cohen & Associates, LLC 5.13% Add +3.8% 46,064 $31.4M
Tocqueville Asset Management L.P. 0.46% Add +88.8% 46,050 $31.4M
Texas Capital Bank Wealth Management Services Inc 1.81% Add +120.7% 45,933 $31.3M
Great Valley Advisor Group, Inc. 0.60% Reduce -8.8% 45,891 $31.3M
Aspect Partners, LLC 13.69% Add +48.5% 45,860 $31.3M
Afg Fiduciary Services Limited Partnership 18.70% Add +6.1% 480,984 $31.2M
First Western Trust Bank 1.53% Reduce -63.1% 45,627 $31.1M
Hobart Private Capital, LLC 6.05% Reduce -4.6% 45,441 $31.0M
Hantz Financial Services, Inc. 0.45% Add +6.8% 45,240 $30.9M
Ameritas Advisory Services, LLC 1.15% Add +16.9% 45,225 $30.8M
LWM Advisory Services, LLC 18.06% Add +1.9% 45,197 $30.8M
Smith, Moore & Co. 2.33% Reduce -16.3% 45,197 $30.8M
Fiduciary Trust Co 0.35% Reduce -6.1% 45,162 $30.8M
GC Wealth Management RIA, LLC 1.13% Add +26.6% 45,140 $30.8M
Motco 2.79% Reduce -0.1% 45,065 $30.7M
Elequin Capital, LP 4.72% Add +4489.1% 45,019 $30.7M
White Mountains Insurance Group Ltd. 11.72% New 45,000 $30.7M
PFG Investments, LLC 1.44% Add +17.7% 44,941 $30.6M
Amarillo National Bank 5.38% Reduce -1.8% 44,875 $30.6M
Yousif Capital Management, LLC 0.33% Add +70.9% 45,016 $30.5M
Vavra Capital Management, LLC 29.94% — 44,699 $30.5M
Aragon Global Management, LP 9.23% No change 44,580 $30.4M
Provida Pension Fund Administrator 0.53% Add +60.2% 44,575 $30.4M
Ayalon Insurance Comp Ltd. 7.37% Add +15.1% 44,419 $30.4M
Addison Capital Co 7.58% Add +30.6% 44,502 $30.3M
Nations Financial Group Inc, /Ia/ 1.60% Add +116.8% 44,482 $30.3M
Firestone Capital Management 6.42% Reduce -4.1% 44,410 $30.3M
KCM Investment Advisors LLC 0.98% Add +0.7% 44,364 $30.3M
NDWM LLC 19.90% Add +3.9% 44,102 $30.1M
Timmons Wealth Management, LLC 29.52% — 43,987 $30.0M
Advance Capital Management, Inc. 1.27% Reduce -3.0% 43,914 $29.9M
German American Bancorp, Inc. 2.55% Reduce -1.1% 43,894 $29.9M
First Business Financial Services, Inc. 2.74% No change 43,791 $29.9M
Family Manage LLC 3.77% Add +5.8% 43,755 $29.8M
Fsa Wealth Partners, Inc. 10.72% Add +9.3% 43,753 $29.8M
Jasper Ridge Partners, L.P. 0.66% No change 43,695 $29.8M
Heritage Trust Co 3.03% Add +5.9% 43,633 $29.8M
Coldstream Capital Management Inc. 0.39% Add +44.6% 43,586 $29.7M
Argos Wealth Advisors, LLC 7.93% — 6,923 $29.5M
CenterStar Asset Management, LLC 46.36% Add +33.2% 43,167 $29.4M
Capital Advisory Group Advisory Services, LLC 8.65% Add +37.4% 43,105 $29.4M
ARS Investment Partners, LLC 1.72% Add +0.7% 43,069 $29.4M
Salomon & Ludwin, LLC 2.59% Add +0.1% 42,641 $29.3M
Atalanta Sosnoff Capital, LLC 0.57% Add +100.7% 42,900 $29.3M
Evergreen Capital Management LLC 0.65% Add +29.8% 42,522 $29.1M
StoneX Group Inc. 1.26% Add +108.4% 42,393 $29.0M
111 Capital 6.31% New 42,442 $28.9M
Boothbay Fund Management, LLC 0.77% Add +73.1% 42,360 $28.9M
Resonant Capital Advisors, LLC 1.59% Reduce -0.2% 42,223 $28.9M
Avestar Capital, LLC 1.97% Reduce -13.3% 42,067 $28.7M
Provenance Wealth Advisors, LLC 3.18% Reduce -3.9% 42,020 $28.7M
Sovereign Financial Group, Inc. 5.10% Add +2.5% 41,948 $28.6M
Snowden Capital Advisors LLC 0.74% Add +1.1% 41,821 $28.6M
Three Bridge Wealth Advisors, LLC 7.53% Add +1.2% 41,763 $28.6M
PKS Advisory Services, LLC 6.51% Reduce -0.3% 41,862 $28.5M
Indiana Trust & Investment Management Co 8.40% Reduce -0.8% 41,755 $28.5M
Thompson Siegel & Walmsley LLC 0.48% Reduce -0.3% 41,734 $28.5M
LCM Capital Management Inc 13.72% Reduce -0.8% 41,638 $28.4M
Financial Engines Advisors L.L.C. 0.05% Add +3.5% 41,516 $28.3M
Greenleaf Trust 0.26% Reduce -4.7% 41,426 $28.2M
Nepc LLC 0.60% Reduce -0.5% 41,403 $28.2M
FFT Wealth Management LLC 5.37% Reduce -14.4% 41,260 $28.2M
Investors Portfolio Services LLC 25.35% — 41,231 $28.1M
Nuveen, LLC 0.01% Add +348.6% 41,796 $28.1M
Landmark Wealth Management, Inc. 10.56% Reduce -1.7% 40,988 $28.0M
Financially Speaking Inc 18.04% New 40,887 $27.9M
Houlihan Financial Resource Group, Ltd. 10.80% Add +102.0% 40,562 $27.9M
B. Riley Wealth Advisors, Inc. 1.32% Add +4.8% 40,822 $27.8M
Westco Advisory Services Inc. 17.02% — 40,623 $27.7M
Avior Wealth Management, LLC 0.86% Reduce -8.4% 40,366 $27.5M
Diversified Portfolios, Inc. 2.29% Reduce -1.1% 40,294 $27.5M
Titleist Asset Management, LLC 2.22% Add +3.0% 40,209 $27.4M
MidFirst Bank 2.18% — 40,207 $27.4M
BLB&B Advisors, LLC 1.14% Add +1.5% 40,026 $27.3M
Rothschild Wealth LLC 2.62% Add +119.3% 39,988 $27.3M
Legacy Advisors, LLC 2.92% Add +0.5% 39,879 $27.2M
Ciovacco Capital Management LLC 13.62% Reduce -2.3% 39,878 $27.2M
Roble, Belko & Company, Inc 3.56% Reduce -0.2% 39,857 $27.2M
Baltimore-Washington Financial Advisors, Inc. 1.13% Add +2.0% 39,690 $27.1M
Signal Advisors Wealth, LLC 2.15% Add +2.5% 39,612 $27.0M
George Kaiser Family Foundation 3.61% No change 39,583 $27.0M
Prescott Group Capital Management, L.L.C. 2.51% No change 39,583 $27.0M
Penobscot Investment Management Company, Inc. 2.03% Add +1.4% 39,582 $27.0M
Whitford Management LLC 27.36% Add +0.0% 39,459 $26.9M
Cadence Bank 1.57% Add +2.4% 39,402 $26.9M
Pallas Capital Advisors LLC 0.89% Add +270.6% 39,396 $26.9M
Wellspring Financial Advisors, LLC 2.12% Add +7.6% 768,409 $26.8M
Tull Financial Group, Inc. 11.45% Reduce -0.1% 39,214 $26.7M
Raelipskie Partnership 11.18% Reduce -1.5% 39,117 $26.7M
Connecticut Wealth Management, LLC 1.16% Reduce -0.3% 39,004 $26.6M
LFA - Lugano Financial Advisors SA 13.71% Reduce -3.5% 38,944 $26.6M
Palisade Asset Management, LLC 2.59% Reduce -0.3% 38,902 $26.5M
Soltis Investment Advisors LLC 1.74% Add +14.3% 38,672 $26.4M
Bartlett & Co. Wealth Management LLC 0.34% Add +11.7% 38,425 $26.3M
Corsair Capital Management, L.P. 4.34% Add +0.0% 38,507 $26.3M
Guardian Wealth Advisors, LLC 14.80% Reduce -2.9% 38,481 $26.2M
Eagle Capital Management, LLC 9.54% Reduce -0.6% 38,480 $26.2M
Gryphon Financial Partners LLC 2.80% Add +10.2% 38,440 $26.2M
Avidian Wealth Enterprises, LLC 0.95% Add +0.2% 38,374 $26.2M
Daymark Wealth Partners, LLC 0.83% Reduce -1.4% 38,350 $26.2M
Gateway Investment Advisers LLC 0.24% Reduce -3.3% 38,015 $25.9M
Albion Financial Group 1.61% Add +1.6% 37,992 $25.9M
Integrity Financial Corp 12.98% Add +1.8% 37,472 $25.6M
Pacific Wealth Strategies Group, Inc. 14.48% Add +7.0% 37,415 $25.5M
Pilgrim Partners Asia Pte Ltd 12.23% No change 37,253 $25.4M
Strategic Equity Management 8.60% Reduce -7.1% 37,178 $25.4M
MassMutual Private Wealth & Trust, FSB 0.65% Add +288.9% 37,132 $25.3M
Taylor Securities Services, Inc. 11.55% — 37,115 $25.3M
Lavelle Capital LP 16.03% — 35,697 $25.3M
Legacy Wealth Partners, LLC 6.55% — 37,095 $25.3M
Foguth Wealth Management, LLC. 3.91% — 36,965 $25.3M
Spinnaker Trust 1.35% Add +0.9% 36,978 $25.2M
Aspire Private Capital, LLC 5.57% Reduce -5.2% 36,736 $25.1M
Larson Financial Group LLC 0.84% Add +19.8% 36,674 $25.0M
Aristides Capital LLC 8.63% Reduce -54.2% 36,464 $24.9M
Condor Capital Management 2.01% Reduce -0.7% 36,416 $24.8M
Williams Jones Wealth Management, LLC. 0.28% Reduce -2.1% 36,391 $24.8M
Boyd Watterson Asset Management LLC 7.17% No change 36,352 $24.8M
Landscape Capital Management, L.L.C. 1.66% New 36,318 $24.8M
First Manhattan Co. Llc. 0.06% Reduce -5.3% 36,119 $24.7M
Accurate Wealth Management, LLC 3.13% Add +8.2% 35,590 $24.7M
Blue Edge Capital, LLC 3.30% Add +0.9% 36,125 $24.6M
Texas Permanent School Fund Corp. 1.12% Reduce -20.5% 36,040 $24.6M
Smith Chas P & Associates Pa Cpas 1.29% Add +84.7% 35,955 $24.5M
SVB Wealth LLC 1.45% Reduce -14.3% 35,942 $24.5M
XTX Topco Ltd 0.64% Add +432.1% 35,938 $24.5M
Fort Washington Investment Advisors Inc. 0.13% Reduce -1.7% 35,844 $24.4M
McHugh Group, LLC 14.04% Add +15.0% 35,793 $24.4M
Aspen Investment Management Inc 7.34% Add +1.0% 35,654 $24.3M
CENTRAL TRUST Co 0.48% Add +2.3% 35,650 $24.3M
Chilton Capital Management LLC 0.84% Reduce -4.8% 35,549 $24.2M
Marathon Asset Management LP 37.66% New 35,000 $24.2M
DAVENPORT & Co LLC 0.13% Add +10.7% 35,382 $24.1M
Strategic Wealth Investment Group, LLC 2.95% Reduce -49.9% 35,152 $24.0M
JCP Investment Management, LLC 18.86% Add +1.3% 34,995 $23.9M
Moody National Bank Trust Division 2.29% Add +159.1% 34,923 $23.8M
Brickley Wealth Management 4.01% No change 34,863 $23.8M
Armstrong Advisory Group, Inc. 1.61% Reduce -3.8% 34,846 $23.8M
Trust Co. of Oklahoma 6.92% Reduce -0.4% 34,792 $23.7M
Ausdal Financial Partners, Inc. 1.10% Reduce -15.3% 34,776 $23.7M
Banque de Luxembourg S.A. 10.10% Reduce -0.0% 34,768 $23.7M
First National Bank of Mount Dora, Trust Investment Services 5.18% Add +25.2% 34,762 $23.7M
Encompass More Asset Management 4.38% Reduce -0.6% 34,697 $23.7M
Visualize Group LP 8.83% New 34,680 $23.6M
Twin Focus Capital Partners, LLC 2.71% Add +30.7% 34,536 $23.6M
Genesis Wealth Advisors, LLC 16.13% Add +2.0% 34,531 $23.5M
Securian Asset Management, Inc. 0.89% Reduce -15.3% 34,500 $23.5M
GAMCO Investors 0.23% Reduce -0.2% 34,497 $23.5M
International Assets Investment Management, LLC 1.61% Add +9.1% 34,490 $23.5M
Burke & Herbert Bank & Trust Co. 6.48% Reduce -13.8% 34,395 $23.5M
TrueWealth Advisors, LLC 6.06% Reduce -1.3% 34,337 $23.4M
SHP Wealth Management 1.82% — 34,266 $23.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% New 34,266 $23.4M
Great Lakes Advisors, LLC 0.19% Add +73.8% 34,208 $23.3M
Peterson Wealth Management 17.32% Add +45.0% 34,194 $23.3M
Segment Wealth Management, LLC 1.35% Reduce -0.7% 34,137 $23.3M
Henshaw Capital LLC 0.84% No change 34,135 $23.3M
Spectrum Strategic Capital Management, LLC 12.36% Reduce -49.0% 34,118 $23.3M
Insight Advisors, LLC/ PA 3.52% Add +0.4% 34,098 $23.3M
Brandywine Asset Management, Inc. 16.29% — 34,000 $23.2M
Aprio Wealth Management, LLC 1.33% Add +9.1% 33,915 $23.1M
Atlas Private Wealth Advisors 5.40% Add +14.6% 33,903 $23.1M
Cornerstone Capital, Inc. 2.27% Add +5.8% 33,803 $23.1M
LifeSteps Financial, Inc. 14.73% Reduce -2.0% 33,742 $23.0M
E&G Advisors, LLC 5.11% Add +6.5% 33,514 $22.9M
Yelin Lapidot Holdings Management Ltd. 4.57% Reduce -44.8% 33,431 $22.8M
Nilsine Partners, LLC 1.97% Add +1.2% 33,356 $22.7M
Hummer Financial Advisory Services Inc 16.07% Reduce -0.9% 33,257 $22.7M
Earned Wealth Advisors, LLC 1.61% Add +390.1% 33,309 $22.7M
Private Trust Co. NA 1.99% Add +1.6% 33,230 $22.7M
Forvis Mazars Wealth Advisors, LLC 0.43% Reduce -4.4% 33,132 $22.6M
Tikvah Management LLC 6.03% No change 33,104 $22.6M
Clarus Wealth Advisors 9.36% Reduce -1.7% 32,535 $22.6M
Ethos Financial Group, LLC 1.66% Add +6.0% 32,801 $22.4M
Royal Capital Wealth Management, LLC 13.23% Add +0.3% 32,876 $22.4M
Impact Partnership Wealth, LLC 2.87% Add +73.0% 32,873 $22.4M
Thrive Wealth Management, LLC 3.30% Reduce -1.5% 32,866 $22.4M
Second Line Capital, LLC 4.58% Add +0.4% 32,602 $22.3M
Blueshift Asset Management, LLC 6.43% Reduce -20.3% 32,672 $22.3M
Bleichroeder LP 3.91% No change 32,570 $22.2M
WealthBridge Capital Management, LLC 5.05% Add +2.2% 32,524 $22.2M
Ramiah Investment Group 19.21% Reduce -1.3% 32,479 $22.1M
Paragon Financial Partners, Inc. 13.56% Add +0.1% 32,312 $22.0M
TKG Advisors, LLC 8.88% Add +0.9% 32,304 $22.0M
Integrity Alliance, Llc. 0.81% Add +42.1% 32,279 $22.0M
Sentinel Trust Co. Lba 2.16% Reduce -0.8% 32,200 $22.0M
Pioneer Trust Bank N A 5.09% Reduce -2.2% 32,159 $21.9M
Baron Financial Group, LLC 11.75% Reduce -1.7% 32,148 $21.9M
Leavell Investment Management, Inc. 0.91% Reduce -0.7% 32,054 $21.9M
Koshinski Asset Management, Inc. 1.41% Add +1.5% 32,093 $21.9M
Yacktman Asset Management 0.31% Add +618.4% 32,091 $21.9M
Bienville Capital Management, LLC 3.47% Reduce -0.2% 31,925 $21.8M
Signature Estate & Investment Advisors LLC 0.44% Add +1.2% 32,002 $21.8M
Focus Partners Advisor Solutions, LLC 0.27% Reduce -7.9% 31,926 $21.8M
Vise Technologies, Inc. 0.43% Add +136.2% 31,926 $21.8M
Savvy Advisors, Inc. 0.70% Add +18.5% 31,767 $21.7M
Compass Financial Group, Inc. (Ohio) 15.83% — 31,709 $21.6M
Beacon Bridge Wealth Partners, LLC 7.17% Add +10.7% 31,642 $21.6M
Hardy Reed LLC 1.53% Reduce -0.2% 31,461 $21.5M
TCTC Holdings, LLC 0.64% Add +29.9% 31,422 $21.4M
Ellis Investment Partners, LLC 3.73% Add +2.5% 31,391 $21.4M
Steinberganna Wealth Management 9.99% Add +6.3% 31,288 $21.3M
Solidarity Wealth, LLC 4.36% Add +230.3% 31,236 $21.3M
Romano Brothers and Company 2.42% Add +0.2% 31,217 $21.3M
Royal Fund Management, LLC 1.95% Add +17.9% 31,123 $21.2M
Meridian Wealth Advisors, LLC 2.93% Reduce -5.6% 31,076 $21.2M
PCG Asset Management, LLC 16.82% Reduce -2.1% 30,888 $21.1M
Magnolia Capital Management Ltd. 15.69% Add +0.1% 30,932 $21.1M
Solstein Capital, LLC 8.41% Add +10.3% 30,761 $21.0M
Perspective Wealth Advisors LLC 14.92% — 30,724 $21.0M
Delta Financial Advisors LLC 5.44% Reduce -1.0% 30,689 $20.9M
Oakworth Capital, Inc. 1.14% Reduce -0.0% 30,686 $20.9M
Sincerus Advisory, LLC 16.79% Add +0.4% 30,626 $20.9M
UMB Bank, n.a. 0.28% Add +39.9% 30,624 $20.9M
J. Safra Sarasin Holding AG 0.34% Add +7.9% 30,530 $20.9M
Resolute Advisors LLC 6.80% Reduce -3.9% 30,471 $20.8M
OpenArc Corporate Advisory, LLC 0.34% — 30,402 $20.7M
Financial & Tax Architects, LLC 4.66% Reduce -7.7% 30,398 $20.7M
Central Pacific Bank - Trust Division 2.62% Reduce -20.8% 30,225 $20.6M
Clark Financial Services Group Inc. 10.96% Reduce -4.8% 29,958 $20.6M
Elevation Point Wealth Partners, LLC 0.99% Add +596.9% 30,022 $20.5M
West Branch Capital LLC 5.29% Reduce -0.4% 30,078 $20.5M
Wesbanco Bank Inc. 0.57% Reduce -10.1% 30,071 $20.5M
AdvisorNet Financial, Inc 1.09% Add +4.8% 30,060 $20.5M
Salem Investment Counselors Inc. 0.58% Add +1.2% 29,945 $20.5M
Cartenna Capital, LP 1.08% New 30,000 $20.5M
Tang Capital Management LLC 1.01% New 30,000 $20.5M
Lowe Brockenbrough & Co. Inc. 1.01% Reduce -18.0% 29,996 $20.5M
Badgley Phelps Wealth Managers, LLC 0.37% Add +57.1% 29,883 $20.4M
Intelligence Driven Advisers, LLC 2.92% Reduce -0.4% 29,937 $20.4M
Legal & General Group Plc 0.00% No change 29,900 $20.4M
Saiph Capital, LLC 7.31% Reduce -11.7% 29,847 $20.4M
WestEnd Advisors, LLC 0.47% Add +145.9% 29,831 $20.3M
Relyea Zuckerberg Hanson LLC 2.05% Add +0.5% 29,789 $20.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 29,768 $20.3M
YHB Investment Advisors, Inc. 1.40% Add +4.6% 29,745 $20.3M
New England Private Wealth Advisors LLC 2.52% Reduce -0.7% 29,684 $20.2M
Moors & Cabot, Inc. 0.87% Add +4.0% 29,681 $20.2M
Perennial Investment Advisors, LLC 1.60% Add +6.9% 29,636 $20.2M
Mainsail Financial Group, LLC 8.41% Add +0.7% 29,633 $20.2M
Compass Planning Associates Inc 13.98% Reduce -9.2% 29,590 $20.2M
Central Bank & Trust Co. 3.11% Reduce -4.7% 29,506 $20.1M
One Capital Management, LLC 0.61% Add +0.7% 29,424 $20.1M
Chilton Investment Co. Inc. 0.42% Add +3.1% 29,329 $20.0M
Sax Wealth Advisors, LLC 0.94% Add +4.5% 29,302 $20.0M
Sovran Advisors, LLC 1.69% Add +22.4% 28,772 $19.9M
KLCM Advisors, Inc. 1.71% New 29,165 $19.9M
Anb Bank 7.88% Add +2.3% 29,144 $19.9M
CX Institutional 0.59% Reduce -6.2% 29,123 $19.9M
Wealth Science Advisors LLC 11.44% — 29,084 $19.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 6.62% Add +0.1% 29,045 $19.8M
IMA Advisory Services, Inc. 1.90% Add +6.8% 29,028 $19.8M
Intrepid Financial Planning Group LLC 7.52% Reduce -2.4% 29,023 $19.8M
PCG Wealth Advisors, LLC 5.58% Add +3.3% 28,920 $19.7M
Global Endowment Management, LP 2.46% Add +23.7% 28,852 $19.7M
Plante Moran Financial Advisors, LLC 1.24% Reduce -0.3% 28,731 $19.6M
Mycio Wealth Partners, LLC 4.06% Add +15.8% 28,727 $19.6M
Palisades Hudson Asset Management, L.P. 7.59% Reduce -3.8% 28,715 $19.6M
Winthrop Advisory Group LLC 1.65% Reduce -3.0% 28,550 $19.5M
Ingalls & Snyder LLC 0.72% Reduce -4.5% 28,633 $19.5M
Brave Asset Management Inc. 4.60% Add +4.0% 28,623 $19.5M
Florida Trust Wealth Management Co 0.54% Add +5.1% 28,596 $19.5M
Black Maple Capital Management LP 14.56% Reduce -32.4% 28,583 $19.5M
Invictus Private Wealth, LLC 1.18% Add +0.4% 28,535 $19.5M
Cornerstone Wealth Management, LLC 1.01% Reduce -0.1% 28,487 $19.4M
Arete Wealth Advisors, LLC 1.34% Reduce -14.4% 28,428 $19.4M
Sovereign Investment Advisors, LLC 4.85% Add +31.0% 28,349 $19.4M
Lodestar Private Asset Management LLC 1.94% Add +0.8% 28,389 $19.4M
Tempo Wealth, LLC 3.44% — 28,349 $19.3M
Trifecta Capital Advisors, LLC 2.86% Reduce -3.0% 28,317 $19.3M
L & S Advisors Inc 1.96% Reduce -1.7% 28,161 $19.2M
Gateway Wealth Partners, LLC 2.14% Reduce -1.4% 28,133 $19.2M
Hilltop Holdings Inc. 1.15% Reduce -24.2% 28,112 $19.2M
Rothschild Investment LLC 1.05% Add +2.7% 28,040 $19.1M
ORG Partners LLC 3.41% Add +14.5% 27,979 $19.1M
Pettinga Financial Advisors LLC 3.60% Add +2.7% 27,823 $19.0M
Kaizen Financial Strategies 8.37% Add +0.6% 27,768 $18.9M
Traction Financial Partners, LLC 11.16% Add +6.3% 27,624 $18.8M
Strategic Blueprint, LLC 1.11% Reduce -8.8% 27,476 $18.7M
Virtus Wealth Solutions LLC 3.52% Add +448.4% 27,214 $18.6M
Basso Capital Management, L.P. 11.03% Add +0.1% 27,165 $18.5M
Kennicott Capital Management LLC 8.96% Add +3.2% 27,101 $18.5M
EverSource Wealth Advisors, LLC 0.68% Add +32.3% 27,086 $18.5M
Catalyst Financial Partners LLC 2.06% Add +0.4% 27,077 $18.5M
Mairs & Power Inc. 0.18% Add +0.2% 27,054 $18.4M
Founders Capital Management, LLC 2.75% Add +0.7% 27,004 $18.4M
BOS Asset Management, LLC 4.95% Add +1.4% 26,999 $18.4M
Polianta Ltd 2.41% New 27,000 $18.4M
Texas Yale Capital Corp. 0.56% Add +0.5% 26,977 $18.4M
Rockbridge Investment Management, LCC 1.71% Reduce -0.5% 26,919 $18.4M
Optas, LLC 2.87% No change 26,906 $18.3M
Wealth Architects, LLC 1.65% Reduce -1.3% 26,863 $18.3M
Howland Capital Management LLC 0.70% Reduce -48.8% 26,756 $18.3M
PFG Advisors 0.89% Reduce -26.6% 26,764 $18.3M
Patton Fund Management, Inc. 2.44% Reduce -1.4% 26,704 $18.2M
Kemnay Advisory Services Inc. 2.75% New 26,698 $18.2M
AlphaCore Capital LLC 0.41% Add +10.0% 26,683 $18.2M
Global Trust Wealth Management LLC 13.46% — 26,628 $18.2M
Arista Wealth Management, LLC 2.23% Reduce -0.8% 26,585 $18.1M
Advisors Preferred, LLC 2.94% Add +3966.0% 26,429 $18.1M
Halter Ferguson Financial Inc. 3.97% Add +3.6% 26,404 $18.0M
Sachetta, LLC 9.85% Add +5.3% 26,381 $18.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.27% Reduce -0.3% 26,383 $18.0M
Family Capital Management, Inc. 7.99% Add +3.5% 26,377 $18.0M
Marco Investment Management LLC 1.35% Add +3.0% 26,360 $18.0M
Cypress Capital, LLC 5.03% Add +0.9% 26,336 $18.0M
Magnus Financial Group LLC 1.38% Add +4.9% 26,313 $17.9M
Fiducient Advisors LLC 2.22% Add +9.6% 26,265 $17.9M
Bell Bank 0.77% Reduce -1.0% 26,255 $17.9M
Vertex Planning Partners, LLC 4.16% Add +32.7% 26,250 $17.9M
Capital Research Global Investors 0.00% Add +525.5% 25,957 $17.8M
Dynamic Advisor Solutions LLC 0.57% Reduce -5.1% 26,115 $17.8M
Gridiron Partners, LLC 10.11% Reduce -81.8% 26,033 $17.8M
Jacksonville Wealth Management, LLC 12.50% Add +2.7% 25,899 $17.7M
Stembrook Asset Management, LLC 16.68% — 25,893 $17.7M
G&S Capital LLC 6.22% Reduce -3.9% 25,798 $17.6M
Tolleson Wealth Management, Inc. 2.54% Reduce -7.5% 25,707 $17.6M
Oldfather Financial Services, LLC 5.23% Reduce -0.7% 25,775 $17.6M
Fi3 FINANCIAL ADVISORS, LLC 5.37% Reduce -2.1% 25,671 $17.6M
Brown, Lisle/Cummings, Inc. 4.32% Reduce -0.6% 25,700 $17.5M
Flagship Private Wealth, LLC 6.89% Reduce -0.4% 25,685 $17.5M
Neumann Capital Management, LLC 5.05% Reduce -1.7% 25,643 $17.5M
Sandbox Financial Partners, LLC 4.82% Add +5.7% 25,548 $17.4M
Icon Wealth Advisors, LLC 1.16% Reduce -2.3% 25,538 $17.4M
Tandem Wealth Advisors LLC 7.81% Add +172.8% 69,910 $17.4M
Cacti Asset Management LLC 1.05% No change 25,295 $17.4M
EFG International AG 0.34% — 25,479 $17.4M
Certuity, LLC 1.09% Reduce -0.5% 25,422 $17.3M
Accredited Investors Inc. 0.92% Reduce -4.2% 25,393 $17.3M
Gerber Kawasaki Wealth & Investment Management 0.60% Add +0.9% 25,376 $17.3M
Foster & Motley Inc. 0.92% Add +6.3% 25,362 $17.3M
Wealth Enhancement Trust Services, Inc. 2.18% — 25,350 $17.3M
Apriem Advisors 1.59% Reduce -1.1% 25,340 $17.3M
Biltmore Family Office, LLC 2.38% Add +3.0% 25,263 $17.3M
Okabena Investment Services Inc. 3.29% Add +1.4% 25,304 $17.3M
SouthState Bank Corp 0.77% Add +2.2% 25,298 $17.3M
Y.D. More Investments Ltd 0.82% Add +2.9% 25,172 $17.2M
Osborne Partners Capital Management, LLC 0.88% Reduce -5.7% 25,141 $17.1M
Compound Planning, Inc. 0.51% Reduce -13.4% 25,110 $17.1M
Aries Wealth Management 3.79% Add +3.2% 25,092 $17.1M
Parkside Financial Bank & Trust 1.28% Add +4.7% 25,038 $17.1M
J Hagan Capital, Inc. 9.40% Reduce -10.8% 24,907 $17.0M
Unique Wealth, LLC 2.37% Reduce -66.8% 24,850 $16.9M
Diversify Wealth Management, LLC 0.79% Reduce -67.7% 24,407 $16.9M
Coastline Trust Co 1.59% Reduce -6.0% 24,827 $16.9M
Rockland Trust Co. 0.67% Add +0.2% 24,788 $16.9M
Yanni & Associates Investment Advisors, LLC 16.82% — 24,663 $16.8M
Burling Wealth Partners, LLC 2.61% Reduce -12.0% 24,621 $16.8M
Retirement Management Systems Inc. 4.29% — 24,570 $16.8M
Chatham Capital Group, Inc. 2.38% Add +0.2% 24,549 $16.7M
Howard Financial Services, LTD. 1.96% Add +2.8% 24,546 $16.7M
St Germain D J Co. Inc. 0.65% Reduce -1.9% 24,427 $16.7M
Moneywise, Inc. 6.93% Reduce -4.5% 24,417 $16.7M
Pathway Financial Advisors LLC 2.09% Reduce -1.4% 24,053 $16.6M
HUB Investment Partners, LLC 0.45% Add +7.3% 24,266 $16.5M
Berger Financial Group, Inc 0.96% Reduce -2.2% 24,151 $16.5M
Principal Securities, Inc. 0.25% Add +19.4% 24,143 $16.5M
Sharkey, Howes & Javer 2.09% Reduce -19.2% 24,091 $16.4M
Vident Advisory, LLC 0.15% Add +3.9% 24,089 $16.4M
Turtle Creek Wealth Advisors, LLC 1.29% Add +15.9% 24,056 $16.4M
Empower Advisory Group, LLC 0.04% Add +8.8% 24,043 $16.4M
Factor Wealth Management LTD 3.54% Add +2.9% 24,028 $16.4M
Third View Private Wealth, LLC 2.20% — 23,973 $16.3M
Aaron Wealth Advisors LLC 0.91% Reduce -0.4% 23,918 $16.3M
Grandview Asset Management LLC 4.46% Add +1.1% 23,842 $16.3M
Bouchey Financial Group, Ltd. 1.22% Reduce -0.9% 23,794 $16.2M
Bank Pictet & Cie (Europe) AG 0.32% Reduce -15.1% 23,782 $16.2M
LaSalle St. Investment Advisors, LLC 2.61% Add +1.3% 23,768 $16.2M
Destination Wealth Management 0.42% Reduce -7.0% 23,748 $16.2M
Tortoise Investment Management, LLC 1.42% Reduce -2.5% 23,737 $16.2M
AGH Wealth Advisors, LLC 12.14% Reduce -0.2% 23,684 $16.2M
Highview Capital Management LLC 5.69% Add +5.7% 23,671 $16.1M
GEM Asset Management, LLC 7.19% Reduce -1.0% 23,389 $16.1M
Symphony Financial, Ltd. Co. 2.16% Add +26.4% 23,556 $16.1M
GTS Securities LLC 0.55% Reduce -44.2% 23,612 $16.1M
Manning & Napier Advisors LLC 0.21% Add +8.0% 23,404 $16.1M
Nadler Financial Group, Inc. 1.49% Add +1.1% 23,513 $16.0M
West Paces Advisors Inc. 3.10% Reduce -1.6% 23,490 $16.0M
Level Four Advisory Services, LLC 0.52% Add +14.5% 23,477 $16.0M
Torrey-Payne Wealth Management, LLC 14.34% — 23,099 $16.0M
Flagship Wealth Advisors, LLC 4.65% Add +1.6% 23,441 $16.0M
Bryn Mawr Trust Advisors, LLC 0.77% Add +7.0% 23,406 $16.0M
Opulen Financial Group LLC 11.61% Add +3.0% 23,381 $15.9M
Guardian Wealth Advisors, LLC / NC 1.00% Reduce -0.9% 23,355 $15.9M
Sunbelt Securities, Inc. 1.06% Reduce -1.5% 23,259 $15.9M
Fulton Breakefield Broenniman LLC 1.00% Reduce -5.0% 23,225 $15.8M
Atlatl Advisers LLC 6.07% Add +39.2% 23,224 $15.8M
GeoWealth Management, LLC 0.58% Reduce -6.2% 23,213 $15.8M
Hopwood Financial Services, Inc. 11.10% Add +0.2% 23,120 $15.8M
Audent Global Asset Management, LLC 9.94% Add +8.9% 22,971 $15.7M
Verity Asset Management, Inc. 6.73% Reduce -23.5% 22,977 $15.7M
Annandale Capital, LLC 2.54% Add +98.7% 22,916 $15.6M
Great Diamond Partners, LLC 3.01% Reduce -2.5% 22,915 $15.6M
NewSquare Capital LLC 1.37% Reduce -33.1% 22,850 $15.6M
PFC Capital Group, Inc. 6.42% Reduce -4.1% 22,840 $15.6M
Empirical Asset Management, LLC 4.39% Add +35.8% 22,820 $15.6M
Bristol Gate Capital Partners Inc. 0.89% Add +619.0% 22,627 $15.4M
Chicago Capital, LLC 0.38% Reduce -2.5% 22,554 $15.4M
Stelac Advisory Services LLC 5.44% Add +1.7% 22,495 $15.4M
Laurel Wealth Advisors LLC 2.03% Reduce -2.2% 22,549 $15.4M
AAFMAA Wealth Management & Trust LLC 6.01% Add +0.6% 22,504 $15.3M
Element Squared LLC 8.32% Add +72.9% 22,485 $15.3M
MMBG Investment Advisors Co. 1.29% Add +16.6% 22,403 $15.3M
Agf Management Ltd. 0.07% Add +0.8% 22,435 $15.3M
American Asset Management Inc. 12.96% Reduce -6.7% 22,423 $15.3M
Paladin Partners, LLC 11.33% — 22,305 $15.2M
Grove Bank & Trust 1.71% Reduce -0.1% 22,301 $15.2M
LMCG Investments, LLC 0.87% Add +478.9% 22,266 $15.2M
Quintet Private Bank (Europe) S.A. 0.88% Reduce -1.8% 22,229 $15.2M
Claro Advisors Inc. 2.07% Reduce -1.9% 22,221 $15.2M
Global Financial Private Client, LLC 5.30% Reduce -0.1% 22,192 $15.1M
Twin Tree Management, LP 1.55% Reduce -74.8% 22,188 $15.1M
Stordahl Capital Management, Inc. 3.11% Reduce -0.9% 22,152 $15.1M
Evelyn Partners Investment Management (Europe) Ltd 4.90% Reduce -0.6% 22,143 $15.1M
Moneco Advisors, LLC 1.19% Reduce -2.5% 22,067 $15.0M
Hickory Point Bank & Trust 10.92% Add +0.1% 22,066 $15.0M
Cyndeo Wealth Partners, LLC 0.81% Add +5.0% 22,025 $15.0M
Pinnacle Family Advisors, LLC 6.59% Reduce -26.8% 21,949 $15.0M
Navis Wealth Advisors, LLC 6.33% Add +0.9% 21,917 $14.9M
Harbour Trust & Investment Management Co 1.52% Reduce -3.6% 21,900 $14.9M
Banque Cantonale Vaudoise 0.53% Add +35.7% 21,898 $14.9M
Morton Brown Family Wealth, LLC 4.06% Reduce -0.6% 21,885 $14.9M
Raleigh Capital Management Inc. 5.41% Add +0.9% 21,845 $14.9M
Transcend Capital Advisors, LLC 1.15% Reduce -10.3% 21,743 $14.8M
Churchill Financial Advisors, LLC 4.52% — 21,690 $14.8M
Fortis Group Advisors, LLC 2.48% Reduce -10.4% 21,428 $14.8M
Ferguson Wellman Capital Management, Inc. 0.24% Add +7.0% 21,654 $14.8M
Northeast Financial Group, Inc. 3.69% Reduce -50.5% 21,580 $14.7M
Cypress Capital Group 1.65% Add +0.1% 21,571 $14.7M
Johnson Financial Group, LLC 0.91% Add +778.3% 21,570 $14.7M
SBI Securities Co., Ltd. 0.38% Add +0.9% 21,557 $14.7M
Belvedere Trading LLC 2.72% Reduce -92.1% 21,554 $14.7M
Evanson Asset Management, LLC 0.79% Add +0.1% 21,521 $14.7M
Ullmann Wealth Partners Group, LLC 1.53% Reduce -0.1% 21,496 $14.7M
Industrial Alliance Investment Management Inc. 8.31% Add +2.6% 21,465 $14.6M
Sunflower Bank, N.A. 3.68% Reduce -7.2% 21,443 $14.6M
Allen Mooney & Barnes Investment Advisors LLC 2.20% Add +0.2% 21,393 $14.6M
Gallagher Fiduciary Advisors, LLC 0.47% Add +1906.5% 21,349 $14.6M
Wedmont Private Capital 0.50% Reduce -5.3% 21,039 $14.5M
Patriot Investment Management Group, Inc. 0.92% Add +373.5% 21,250 $14.5M
Patten & Patten Inc. 0.85% Reduce -8.2% 21,219 $14.5M
Wealthedge Investment Advisors, LLC 5.35% Reduce -2.1% 21,196 $14.5M
Bison Wealth, LLC 1.62% Reduce -6.3% 22,271 $14.4M
Comprehensive Financial Management LLC 0.43% No change 21,142 $14.4M
Schnieders Capital Management, Llc. 2.26% Reduce -1.6% 21,139 $14.4M
Douglass Winthrop Advisors, LLC 0.25% Add +2.2% 21,068 $14.4M
Flatrock Wealth Partners LLC 6.89% — 20,988 $14.4M
Equitable Trust Co. 0.64% Reduce -52.9% 21,024 $14.3M
Zhang Financial LLC 0.53% Add +18.7% 20,960 $14.3M
SimpliFi, Inc. 6.04% Reduce -46.3% 20,955 $14.3M
Strategic Wealth Partners, Ltd. 0.98% Add +3.2% 20,939 $14.3M
CRA Financial Services, LLC 1.87% Add +3.4% 20,918 $14.3M
Safe Harbor Fiduciary, LLC 12.59% — 20,893 $14.2M
Sepio Capital, LP 0.78% Reduce -26.9% 20,885 $14.2M
Intrust Bank NA 1.18% Reduce -0.4% 20,873 $14.2M
Obermeyer Wealth Partners 0.65% Add +6.1% 20,848 $14.2M
Capital Advisors Wealth Management, LLC 1.93% Add +3.1% 20,777 $14.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% Reduce -4.3% 20,763 $14.2M
CWA Asset Management Group, LLC 0.51% Reduce -1.7% 20,736 $14.1M
Balboa Wealth Partners 2.34% Reduce -1.8% 20,727 $14.1M
Napier Financial, LLC 3.53% — 20,723 $14.1M
Morangie Management LLC 11.23% Reduce -7.2% 20,600 $14.1M
Sfmg, LLC 0.94% Add +4.1% 20,567 $14.0M
BlueChip Wealth Advisors LLC 5.88% Reduce -1.9% 20,534 $14.0M
Reyes Financial Architecture, Inc. 8.52% Add +599.3% 20,518 $14.0M
Appleton Partners Inc. 0.92% Reduce -0.6% 20,503 $14.0M
Marquette Associates, Inc. 17.81% Add +24.6% 20,390 $13.9M
Moody LYNN Lieberson & Walker, LLC 0.74% Reduce -0.7% 20,365 $13.9M
Vigilare Wealth Management 4.67% Add +170.8% 20,363 $13.9M
Ami Investment Management Inc. 3.11% Reduce -0.1% 20,306 $13.8M
Advisory Alpha, LLC 0.38% Reduce -1.6% 20,277 $13.8M
Conscious Wealth Investments, LLC 8.29% Reduce -10.2% 20,379 $13.8M
Sound View Wealth Advisors Group, LLC 0.93% Add +2.1% 20,232 $13.8M
Schrum Private Wealth Management LLC 10.16% Add +0.9% 20,159 $13.7M
Berman McAleer LLC 1.88% Reduce -2.3% 20,158 $13.7M
Bensler, LLC 1.38% Add +6.6% 20,156 $13.7M
Luken Investment Analytics, LLC 5.42% Reduce -0.3% 20,139 $13.7M
JFS Wealth Advisors, LLC 0.77% Reduce -9.5% 20,119 $13.7M
Ancora Advisors LLC 0.28% Add +2.7% 20,060 $13.7M
Foresight Capital Management Advisors, Inc. 7.41% Reduce -1.5% 20,056 $13.7M
Bricktown Capital, LLC 2.30% New 20,000 $13.6M
Measured Wealth Private Client Group, LLC 3.61% Reduce -23.1% 19,999 $13.6M
Nicolet Bankshares Inc. 2.19% Reduce -0.7% 19,996 $13.6M
Centiva Capital, LP 0.83% New 19,980 $13.6M
Sequent Asset Management, LLC 6.03% Reduce -0.5% 19,909 $13.6M
Nisa Investment Advisors, LLC 0.04% No change 19,832 $13.6M
Financial Guidance Group, Inc. 5.53% Reduce -1.3% 19,840 $13.5M
Synergy Asset Management, LLC 1.40% Add +61.8% 19,779 $13.5M
Ascent Wealth Partners, LLC 1.55% Add +30.7% 19,760 $13.5M
Trust Point Inc. 1.06% Reduce -0.1% 19,751 $13.5M
Montecito Bank & Trust 2.14% Reduce -1.0% 19,672 $13.4M
Exencial Wealth Advisors, LLC 0.42% Add +36.9% 19,633 $13.4M
TFO Wealth Partners, LLC 2.00% Add +0.3% 19,631 $13.4M
Boxwood Ventures, Inc. 13.46% No change 19,550 $13.4M
Northside Capital Management, LLC 1.16% No change 19,560 $13.3M
KG Capital Management 3.44% Add +0.3% 19,545 $13.3M
Lansing Street Advisors 3.43% Add +1.3% 19,480 $13.3M
CDM Financial Counseling Services, Inc. 12.42% — 19,427 $13.2M
Tsfg, LLC 1.98% Reduce -0.6% 19,422 $13.2M
Clifford Swan Investment Counsel LLC 0.44% Add +6.7% 19,413 $13.2M
SlateStone Wealth, LLC 1.11% Reduce -6.5% 19,401 $13.2M
Betterment LLC 0.03% Add +17.0% 19,400 $13.2M
Cambria Investment Management, L.P. 0.77% Add +130.0% 19,358 $13.2M
Quadcap Wealth Management, LLC 1.51% Add +0.5% 19,282 $13.1M
McLean Asset Management Corp 2.35% Reduce -0.1% 19,029 $13.1M
Mayflower Financial Advisors, LLC 1.59% Reduce -0.3% 19,205 $13.1M
First Trust Advisors LP 0.01% Reduce -3.6% 19,190 $13.1M
LVM Capital Management Ltd. 1.21% Reduce -0.5% 19,177 $13.1M
Private Advisory Group LLC 1.03% Add +321.6% 19,172 $13.1M
Union Savings Bank 5.65% — 19,121 $13.0M
Baker Avenue Asset Management, LP 0.30% Add +2.3% 19,090 $13.0M
Ameritas Investment Partners, Inc. 0.40% Add +0.0% 19,065 $13.0M
Bedel Financial Consulting, Inc. 1.40% Reduce -1.7% 19,060 $13.0M
HBK Sorce Advisory LLC 0.30% Add +37.9% 18,797 $13.0M
Triglav Investments, D.O.O. 0.82% Reduce -0.0% 19,032 $13.0M
Monetta Financial Services Inc. 9.28% Reduce -5.0% 19,000 $13.0M
Sjbenen Advisory, LLC 13.38% — 92,608 $12.9M
Financial Management Professionals, Inc. 1.33% Add +0.3% 18,794 $12.9M
Sage Mountain Advisors LLC 0.68% Add +9.1% 18,847 $12.9M
Orange Investment Advisors, Inc. 1.42% Reduce -4.0% 18,839 $12.8M
Iams Wealth Management, LLC 4.64% Add +1.2% 18,830 $12.8M
MidAtlantic Capital Management, Inc. 8.22% Reduce -0.3% 18,821 $12.8M
Van Hulzen Asset Management, LLC 0.94% Add +4.8% 18,802 $12.8M
First Merchants Corp. 0.47% Add +1.1% 18,752 $12.8M
Strategic Family Wealth Counselors, L.L.C. 2.86% Reduce -0.0% 18,807 $12.7M
Kesler, Norman & Wride, LLC 2.18% Reduce -36.1% 18,608 $12.7M
Oxler Private Wealth LLC 3.67% Reduce -0.2% 18,577 $12.7M
Eagle Strategies LLC 1.61% Add +7.5% 18,488 $12.6M
Principle Wealth Partners LLC 0.71% Add +1.2% 18,466 $12.6M
Vista Investment Partners LLC 3.30% Add +0.1% 18,425 $12.6M
Lee, Kelleher & Klein Wealth Management 7.48% Add +0.6% 18,377 $12.5M
Hillcrest Wealth Advisors - NY, LLC 5.39% Reduce -1.1% 18,368 $12.5M
Gambit Capital Management, LLC 8.94% — 18,126 $12.5M
Voisard Asset Management Group, Inc. 2.69% Reduce -6.5% 18,268 $12.5M
Paulson Wealth Management Inc. 2.88% Reduce -5.5% 18,266 $12.5M
First Citizens Bank & Trust Co. 0.26% Reduce -7.8% 18,264 $12.5M
MorganRosel Wealth Management, LLC 3.11% Reduce -0.9% 18,238 $12.4M
Nemes Rush Group LLC 1.17% Add +69.1% 18,233 $12.4M
Compass Ion Advisors, LLC 1.18% Reduce -10.0% 18,194 $12.4M
LSP Investment Advisors, LLC 6.59% Reduce -64.7% 18,164 $12.4M
Winthrop Capital Management, LLC 2.88% Add +0.0% 18,154 $12.4M
Shay Capital LLC 2.00% Add +263.0% 18,150 $12.4M
Wealth Dimensions Group, Ltd. 2.46% Reduce -2.1% 18,148 $12.4M
Russell Investments Group, Ltd. 0.01% Add +34.6% 18,141 $12.4M
Heritage Wealth Advisors 0.47% No change 18,101 $12.3M
Bigelow Investment Advisors, LLC 4.81% Reduce -3.5% 18,067 $12.3M
Balefire, LLC 2.40% Add +4.1% 18,060 $12.3M
LMG Wealth Partners, LLC 2.28% No change 17,910 $12.2M
Mather Group, Llc. 0.13% Reduce -2.7% 17,851 $12.2M
Cypress Wealth Services, LLC 1.68% Add +14.9% 17,850 $12.2M
Smartleaf Asset Management LLC 0.46% Add +10.7% 17,716 $12.2M
Canopy Partners, LLC 3.95% No change 17,781 $12.1M
Pinebridge Investments LLC 0.09% — 17,729 $12.1M
Compass Capital Corp. /Ma/ 4.65% Reduce -14.5% 17,442 $12.1M
NORTHSTAR ASSET MANAGEMENT Co 2.56% Reduce -0.4% 17,678 $12.1M
Second Half Financial Partners, LLC 5.35% Reduce -1.5% 17,678 $12.1M
Sage Capital Advisors,llc 2.86% Add +0.8% 17,629 $12.0M
Nixon Peabody Trust Co. 0.91% Reduce -7.8% 17,622 $12.0M
South Shore Capital Advisors 8.76% — 17,585 $12.0M
Trek Financial, LLC 0.69% Add +31.4% 17,583 $12.0M
RMR Wealth Builders 0.96% Add +9.0% 17,568 $12.0M
RIA Advisory Group LLC 2.90% Reduce -15.3% 17,548 $12.0M
Caerus Investment Advisors, LLC 3.98% Reduce -1.2% 17,495 $11.9M
Nwam LLC 0.67% Add +2.9% 17,311 $11.9M
Nvwm, LLC 2.59% Add +94.6% 17,480 $11.9M
X-Square Capital, LLC 3.90% Add +4.3% 17,442 $11.9M
Zevin Asset Management LLC 1.59% Add +3.3% 17,424 $11.9M
Weil Company, Inc. 2.73% Reduce -5.0% 17,400 $11.9M
Cornell Pochily Investment Advisors, Inc. 3.44% Reduce -1.2% 17,387 $11.9M
Berkshire Asset Management LLC 0.52% Reduce -8.0% 17,386 $11.9M
Fisher Asset Management 0.00% Add +16.1% 17,349 $11.8M
MGB Wealth Management, LLC 3.38% Add +11.4% 17,310 $11.8M
Codex Capital Asset Management L.L.C. 4.28% No change 17,270 $11.8M
Debussy Capital Management LP 1.60% Add +0.7% 17,269 $11.8M
Legacy Edge Advisors, LLC 1.29% Add +6.6% 17,252 $11.8M
Verus Capital Partners, LLC 0.79% Add +39.0% 17,218 $11.7M
Cordant, Inc. 4.92% Reduce -6.8% 17,202 $11.7M
Mission Creek Capital Partners, Inc. 2.36% Reduce -2.3% 17,176 $11.7M
Edge Financial Advisors LLC 4.91% Reduce -3.0% 17,118 $11.7M
First International Bank of Israel Ltd. 5.57% Add +5.7% 17,101 $11.7M
SpringVest Wealth Management LLC 8.10% Reduce -2.3% 17,053 $11.6M
Plancorp, LLC 0.35% Add +0.2% 17,044 $11.6M
Bridgelight Financial Advisors, Inc. 9.90% — 17,041 $11.6M
Diversified Enterprises, LLC 0.69% Add +1.5% 17,036 $11.6M
Seeds Investor LLC 2.22% Reduce -10.4% 17,008 $11.6M
CFM Wealth Partners LLC 1.67% Reduce -0.2% 16,973 $11.6M
Wernau Asset Management Inc. 11.48% Reduce -1.3% 16,948 $11.6M
Cannell & Spears LLC 0.22% Reduce -2.5% 16,925 $11.5M
Sandhill Capital Partners LLC 0.82% New 16,910 $11.5M
Private Client Services, LLC 3.60% Add +1.6% 16,876 $11.5M
Strategic Wealth Advisors LLC 9.84% — 16,874 $11.5M
IronBridge Private Wealth, LLC 3.64% No change 16,864 $11.5M
Midwestern Financial, LLC 9.49% Add +10.0% 16,824 $11.5M
Unifi Asset Management LP 12.45% — 16,800 $11.5M
waypoint wealth counsel 4.20% Reduce -0.2% 16,769 $11.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.31% Reduce -18.0% 16,719 $11.4M
Godsey & Gibb, Inc. 1.02% Reduce -1.0% 16,681 $11.4M
Old North State Trust, LLC 6.70% Add +0.4% 16,621 $11.3M
Forum Financial Management, LP 0.15% Add +0.2% 16,603 $11.3M
Frazier Financial Advisors, LLC 6.70% Reduce -2.5% 16,603 $11.3M
Waterloo Capital, L.P. 0.82% Reduce -0.6% 16,582 $11.3M
International Private Wealth Advisors LLC 7.11% Add +1.8% 16,566 $11.3M
State of Alaska, Department of Revenue 0.12% Add +187.1% 16,545 $11.3M
Peak Asset Management, LLC 1.92% Add +5.7% 16,537 $11.3M
Peddock Capital Advisors, LLC 2.36% Reduce -0.6% 16,534 $11.3M
E Fund Management (Hong Kong) Co., Ltd. 3.79% Add +4.0% 16,193 $11.3M
Nvest Financial, LLC 4.68% Add +46.5% 16,503 $11.3M
Voya Investment Management LLC 0.01% Add +22.4% 16,490 $11.2M
Zurich Insurance Group Ltd 0.08% Reduce -2.2% 16,330 $11.2M
Accent Capital Management, LLC 4.82% Reduce -25.3% 16,399 $11.2M
Lewis Asset Management, LLC 4.56% Reduce -0.5% 16,418 $11.2M
Planning Alternatives Ltd. 1.41% Reduce -6.2% 16,374 $11.2M
Main Street Financial Solutions, LLC 0.83% Reduce -8.3% 16,309 $11.1M
Equity Wealth Partners, LLC 7.20% Add +22.2% 16,275 $11.1M
Ryan Investment Management, Inc. 6.14% Reduce -27.6% 16,271 $11.1M
ASL Financial, LLC 8.71% — 16,269 $11.1M
RB Capital Management, LLC 2.34% Add +1.7% 16,239 $11.1M
Mount Capital Ltd 4.46% No change 16,200 $11.0M
Pittenger & Anderson Inc. 0.42% Add +2.8% 16,170 $11.0M
Seaview Investment Managers LLC 4.14% Add +2.5% 16,141 $11.0M
Keystone Wealth Services, LLC 2.32% Add +2.7% 16,123 $11.0M
Schroder Investment Management Group 0.01% Reduce -74.6% 16,112 $11.0M
Lyell Wealth Management, LP 0.80% Reduce -0.8% 16,101 $11.0M
Performance Wealth Partners, LLC 0.30% Reduce -8.0% 16,091 $11.0M
Sigma Investment Counselors Inc. 0.56% Reduce -0.3% 16,088 $11.0M
Lynch Investment Planning, LLC 10.48% — 15,997 $10.9M
First Foundation Advisors 0.41% Reduce -0.9% 16,041 $10.9M
Oxinas Partners, LLC 5.26% Reduce -5.2% 16,030 $10.9M
Aventail Capital Group, LP 0.63% New 15,992 $10.9M
Courier Capital LLC 0.61% Reduce -0.4% 15,974 $10.9M
CMG Global Holdings, LLC 4.82% Add +8.6% 15,838 $10.9M
Assetmark, Inc. 0.02% Reduce -71.2% 15,929 $10.9M
CGN Advisors LLC 0.86% Reduce -0.2% 15,922 $10.9M
Triumph Capital Management 2.34% Add +50.3% 15,897 $10.8M
Intrua Financial, LLC 1.19% Add +0.9% 15,856 $10.8M
Coastal Bridge Advisors, LLC 0.81% Add +1.3% 15,855 $10.8M
Krilogy Financial LLC 0.37% Reduce -5.5% 15,606 $10.8M
Norden Group LLC 1.05% Reduce -9.9% 15,795 $10.8M
Wealth Alliance, LLC 1.05% Add +2.3% 15,766 $10.8M
Abound Wealth Management 2.52% Add +15.4% 15,744 $10.7M
Silver Oak Securities, Incorporated 0.73% Reduce -21.1% 15,622 $10.7M
Confluence Investment Management LLC 0.16% Reduce -8.2% 15,723 $10.7M
Next Level Private LLC 2.81% Reduce -3.5% 15,700 $10.7M
Tactive Advisors, LLC 3.12% Reduce -4.1% 15,617 $10.6M
Greenwood Gearhart LLC 0.59% Add +1.7% 15,611 $10.6M
St. Johns Investment Management Company, LLC 4.43% Reduce -0.4% 15,589 $10.6M
Canandaigua National Trust Co of Florida 6.65% Add +10.6% 15,585 $10.6M
SeaCrest Wealth Management, LLC 1.07% Add +0.1% 15,397 $10.6M
Pacific Financial Group Inc. 5.88% Add +95.3% 15,486 $10.6M
Community Bank, N.A. 1.25% Reduce -1.4% 15,491 $10.6M
Legacy Wealth Advisors, LLC 6.97% — 15,474 $10.6M
Roundview Capital LLC 0.65% Reduce -0.1% 15,434 $10.5M
Jackson Square Capital, LLC 2.08% Add +0.9% 15,430 $10.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.26% Reduce -32.0% 15,413 $10.5M
Mirabella Financial Services LLP 1.07% New 15,400 $10.5M
Howe & Rusling Inc. 0.69% Add +50.1% 15,396 $10.5M
FAS Wealth Partners, Inc. 0.68% Add +3.8% 15,381 $10.5M
Marex Group Ltd 0.11% Add +1195.8% 15,381 $10.5M
Ackerman Asset Management, LLC 6.96% Reduce -0.7% 15,349 $10.5M
Venturi Wealth Management, LLC 0.46% Add +0.7% 15,345 $10.5M
Advisor OS, LLC 0.84% Reduce -2.0% 15,298 $10.4M
Brooklyn Investment Group 0.48% Add +44.6% 15,105 $10.4M
Estate Planners Group, LLC 4.49% — 15,189 $10.4M
Blue Trust, Inc. 0.12% Add +0.2% 15,159 $10.3M
Keating Financial Advisory Services, Inc. 1.40% — 15,145 $10.3M
GenWealth Group, Inc. 1.76% Reduce -0.1% 14,922 $10.3M
TCI Wealth Advisors, Inc. 0.57% Reduce -1.1% 15,100 $10.3M
Pasadena Private Wealth, LLC 1.41% Reduce -3.9% 15,079 $10.3M
Global Strategic Investment Solutions, LLC 1.00% Reduce -0.8% 15,067 $10.3M
Nelson Capital Management, LLC 1.20% Reduce -3.4% 15,048 $10.3M
F/m Investments LLC 0.39% Add +0.9% 15,004 $10.2M
Wilmar Advisors LLC 7.99% No change 15,000 $10.2M
Avantax Planning Partners, Inc. 0.28% Reduce -0.7% 14,934 $10.2M
Smith & Howard Wealth Management, LLC 2.33% No change 14,919 $10.2M
Hedeker Wealth, LLC 2.13% Reduce -0.6% 14,913 $10.2M
Valmark Advisers, Inc. 0.13% Reduce -1.6% 14,897 $10.2M
Global Trust Asset Management, LLC 4.01% Add +47.4% 14,890 $10.2M
Canoe Financial LP 0.14% Reduce -8.6% 11,999 $10.1M
First American Bank 0.61% Add +0.3% 14,858 $10.1M
MRWM Advisors, LLC 5.43% Reduce -2.1% 14,836 $10.1M
Independent Advisor Alliance 0.25% Add +24.1% 14,811 $10.1M
Towercrest Capital Management 1.59% Reduce -2.1% 14,799 $10.1M
Nicolet Advisory Services, LLC 0.68% Add +2.8% 14,510 $10.1M
Citizens Business Bank 1.67% Add +2.5% 14,783 $10.1M
Warwick Investment Management, Inc. 1.55% Reduce -5.3% 14,749 $10.1M
PEAK6 LLC 0.27% Add +735100.0% 14,704 $10.0M
Beacon Advisors Holdings, LLC 5.28% — 14,702 $10.0M
Cohen & Steers, Inc. 0.02% Reduce -41.2% 14,700 $10.0M
Van Cleef Asset Management,Inc 1.01% Reduce -8.6% 14,671 $10.0M
Wealth High Governance Asset Management Ltda. 1.79% — 14,663 $10.0M
Q Global Advisors, LLC 9.89% New 14,658 $10.0M
XY Planning Network, Inc. 1.74% Add +21.0% 14,610 $10.0M
Bedminster, LLC 9.15% — 14,603 $10.0M
Bfsg, LLC 0.96% Add +10.5% 14,496 $9.9M
Harbor Investment Advisory, LLC 0.74% Add +5.1% 14,439 $9.8M
Plum Street Advisors, LLC 3.50% Add +2.7% 14,428 $9.8M
Rehmann Capital Advisory Group 0.51% Add +8.5% 14,373 $9.8M
Legacy Capital Wealth Partners, LLC 2.10% Add +6.3% 65,862 $9.8M
New Wave Wealth Advisors LLC 3.58% Reduce -5.5% 14,292 $9.8M
Palladiem, LLC 9.25% — 14,209 $9.8M
Trust Co. of Vermont 0.41% Reduce -2.4% 14,286 $9.7M
Jupiter Wealth Management LLC 4.34% Add +4.4% 14,292 $9.7M
Lazard Asset Management LLC 0.02% Add +15.1% 14,266 $9.7M
Etesian Wealth Advisors, Inc. 3.05% Add +2.8% 14,255 $9.7M
Bolthouse Investments, LLC 8.61% Reduce -3.5% 14,204 $9.7M
Roman Butler Fullerton & Co. 2.54% Add +4.9% 14,056 $9.7M
Cassaday & Co Wealth Management LLC 0.20% Add +18.5% 14,192 $9.7M
McLaughlin Asset Management, Inc. 8.61% — 14,108 $9.6M
Pinnacle Financial Group, LLC / IL 2.79% Reduce -2.4% 14,104 $9.6M
Cambridge Associates LLC /Ma/ 0.16% Add +0.0% 14,105 $9.6M
Hoxton Planning & Management, LLC 2.87% Add +33.7% 14,093 $9.6M
Vision Financial Markets LLC 9.81% Add +0.9% 14,089 $9.6M
Formulate Financial LLC 11.24% Add +2.4% 14,066 $9.6M
Legacy Trust 1.79% Reduce -1.3% 14,032 $9.6M
Absolute Capital Management, LLC 3.48% Add +18.2% 14,019 $9.6M
Aspen Wealth Management LLC 2.01% Add +0.3% 14,020 $9.6M
Phillips Financial Management, LLC 0.61% Reduce -3.5% 13,953 $9.5M
Alethea Capital Management, LLC 4.61% New 13,927 $9.5M
Waddell & Associates, LLC 0.64% Add +0.7% 13,917 $9.5M
Columbia Asset Management 1.68% Reduce -1.9% 13,892 $9.5M
Aegis Wealth Management LLC 5.34% Reduce -13.7% 13,866 $9.5M
Washington Trust Advisors, Inc. 0.72% Add +0.1% 13,838 $9.4M
JTC Employer Solutions Trustee Ltd 0.64% No change 13,834 $9.4M
Montis Financial, LLC 1.86% Reduce -8.5% 13,814 $9.4M
Rench Wealth Management, Inc. 2.70% New 1,381 $9.4M
Capital Investment Advisory Services, LLC 0.67% Reduce -1.1% 13,805 $9.4M
Shared Vision Wealth Group LLC 3.81% Add +42.8% 13,586 $9.4M
Westmount Partners, LLC 2.34% Reduce -0.1% 13,741 $9.4M
Goelzer Investment Management, Inc. 0.43% Reduce -2.4% 13,740 $9.4M
IRON Financial LLC 4.31% Add +0.2% 13,736 $9.4M
Cannon Advisors, Inc. 6.60% Reduce -5.4% 13,556 $9.4M
Breakthru Advisory Services, LLC 5.97% No change 13,708 $9.3M
Edgewood Management LLC 0.04% Reduce -29.1% 13,680 $9.3M
Washington Capital Management, Inc. 7.59% No change 13,671 $9.3M
Sitrin Capital Management LLC 4.41% Add +0.6% 13,592 $9.3M
Coppell Advisory Solutions LLC 0.91% Add +58.8% 13,514 $9.3M
First Washington CORP 2.40% Reduce -30.8% 13,576 $9.3M
Endeavor Private Wealth, Inc. 2.64% Add +8.1% 13,525 $9.2M
OmniStar Financial Group, Inc. 5.40% Add +19.1% 13,515 $9.2M
Linscomb Wealth, Inc. 0.39% Reduce -1.5% 13,506 $9.2M
Victory Capital Management Inc. 0.01% Add +44.8% 13,471 $9.2M
Operose Advisors LLC 2.13% Reduce -2.3% 13,402 $9.1M
Latko Wealth Management, Ltd. 4.46% Reduce -2.9% 13,368 $9.1M
Quadrant Private Wealth Management, LLC 1.49% Reduce -8.6% 13,326 $9.1M
Cozad Asset Management Inc. 0.71% Reduce -1.4% 13,358 $9.1M
Lowery Thomas, LLC 5.14% Reduce -2.2% 13,350 $9.1M
NBT Bank, N.A. 0.59% Reduce -1.1% 13,345 $9.1M
Laurel Oak Wealth Management, LLC 1.53% — 13,341 $9.1M
Certified Advisory Corp 0.83% Add +0.1% 13,338 $9.1M
GWN Securities Inc. 1.83% Add +14.0% 13,285 $9.1M
CVFG LLC 6.20% Reduce -7.9% 13,267 $9.0M
Welch Group, LLC 0.35% Add +137.2% 13,265 $9.0M
Caliber Wealth Management, LLC / KS 0.97% Reduce -8.8% 13,245 $9.0M
Quent Capital, LLC 0.65% Add +7.4% 13,187 $9.0M
Successful Portfolios LLC 4.58% Add +2.6% 12,937 $9.0M
Ignite Planners, LLC 1.37% Reduce -3.5% 12,913 $8.9M
Frisco Financial Planning LLC 7.46% Reduce -2.4% 13,090 $8.9M
Collective Family Office LLC 2.04% Add +4.5% 13,054 $8.9M
Autumn Glory Partners, LLC 3.11% Add +0.3% 13,033 $8.9M
Channel Wealth LLC 2.25% Reduce -7.2% 13,016 $8.9M
Old Second National Bank of Aurora 1.77% Add +27.5% 13,012 $8.9M
AlphaStar Capital Management, LLC 0.65% Add +0.5% 13,003 $8.9M
Michels Family Financial, LLC 6.50% Add +6.2% 12,982 $8.9M
Triad Wealth Partners, LLC 0.84% Add +7.6% 12,952 $8.8M
WBH Advisory Inc. 0.65% Reduce -0.9% 12,946 $8.8M
First City Capital Management, Inc. 4.66% Reduce -0.2% 12,941 $8.8M
Clear Street Group Inc. 0.05% Add +9.6% 12,922 $8.8M
Providence Financial Advisors, LLC 8.78% Reduce -17.6% 12,906 $8.8M
Blueprint Investment Partners LLC 0.94% Reduce -4.4% 12,901 $8.8M
Brightwater Advisory LLC 5.92% Reduce -0.9% 12,842 $8.8M
Carret Asset Management, LLC 0.83% Reduce -5.3% 12,837 $8.8M
Roger Wittlin Investment Advisory, LLC 6.11% Reduce -12.4% 12,821 $8.7M
Spruce Point Capital Management, LLC 21.09% — 12,800 $8.7M
Burns J W & Co. Inc. 0.96% Add +0.5% 12,781 $8.7M
Jackson Hole Capital Partners, LLC 1.49% Reduce -4.7% 12,780 $8.7M
Paragon Capital Management Ltd 1.77% Reduce -0.2% 12,757 $8.7M
RFG Advisory, LLC 0.16% Add +3.8% 12,745 $8.7M
Glassman Wealth Services 1.17% Reduce -1.9% 12,739 $8.7M
PGIM Custom Harvest LLC 0.13% Add +0.3% 12,734 $8.7M
Abner Herrman & Brock LLC 0.89% Reduce -1.8% 12,730 $8.7M
Boston Partners 0.01% Add +0.8% 13,263 $8.7M
West Bancorporation Inc. 4.53% No change 12,676 $8.6M
Invesco Ltd. 0.00% Add +85.3% 12,619 $8.6M
Macroview Investment Management LLC 5.92% Add +73.4% 12,617 $8.6M
Covenant Asset Management, LLC 1.66% Add +0.7% 12,605 $8.6M
Cerro Pacific Wealth Advisors LLC 2.32% Reduce -15.0% 12,604 $8.6M
Madison Park Capital Advisors, LLC 6.95% Add +4.1% 12,568 $8.6M
Farmers & Merchants Investments Inc. 0.24% Reduce -1.3% 12,536 $8.5M
FWG Holdings, LLC 3.24% Reduce -4.2% 12,352 $8.5M
Motiv8 Investments LLC 4.66% Reduce -0.6% 12,527 $8.5M
Topsail Wealth Management, LLC 1.25% No change 12,510 $8.5M
Schear Investment Advisers, LLC 3.67% Reduce -14.7% 12,506 $8.5M
Money Concepts Capital Corp. 0.48% Add +23.7% 12,498 $8.5M
American Trust 0.72% Reduce -1.3% 12,488 $8.5M
Capital Wealth Management, LLC 2.75% Reduce -4.4% 12,480 $8.5M
Millington Financial Advisors, LLC 3.76% Add +8.8% 12,281 $8.5M
LCW Services, LLC 4.50% — 12,397 $8.5M
Annex Advisory Services, LLC 0.16% Reduce -0.8% 12,397 $8.5M
Redwood Park Advisors LLC 5.75% Add +2.4% 12,395 $8.5M
Bar Harbor Wealth Management 0.49% Reduce -0.9% 12,378 $8.4M
Key Client Fiduciary Advisors, LLC 2.92% Add +1.4% 12,362 $8.4M
Leo Wealth, LLC 0.61% Add +5.6% 12,343 $8.4M
World Equity Group, Inc. 2.35% Reduce -6.8% 12,327 $8.4M
Sage Capital Management, LLC 3.88% Add +0.2% 12,312 $8.4M
Atlas Capital Advisors Inc. 0.94% — 12,310 $8.4M
Colorado Capital Management, Inc. 3.15% Reduce -1.1% 12,301 $8.4M
Perennial Advisors, LLC 1.41% Add +2.9% 12,289 $8.4M
Summit Wealth & Retirement Planning, Inc. 1.97% Add +0.4% 12,280 $8.4M
Corundum Group, Inc. 2.81% Add +3.0% 12,277 $8.4M
Peregrine Asset Advisers, Inc. 2.36% Reduce -7.4% 12,275 $8.4M
Prevail Innovative Wealth Advisors, LLC 1.50% Add +13.9% 12,257 $8.4M
Kanawha Capital Management LLC 0.58% Reduce -1.3% 12,241 $8.3M
Veracity Capital LLC 2.47% Add +3.8% 12,213 $8.3M
Cliffwater LLC 1.75% No change 12,204 $8.3M
Aspire Capital Advisors LLC 1.95% Add +0.9% 12,197 $8.3M
Madrid Financial Services 5.95% Add +0.5% 12,147 $8.3M
Ameliora Wealth Management Ltd. 2.52% No change 12,127 $8.3M
Warner Group LLC 5.08% Add +3.1% 12,091 $8.2M
KFA Private Wealth Group, LLC 2.00% Add +3.5% 12,087 $8.2M
Vienna Asset Management LLC 4.68% Reduce -0.9% 12,084 $8.2M
Round Rock Advisors LLC 1.24% Reduce -6.6% 12,069 $8.2M
WealthPlan Investment Management, LLC 0.52% Add +26.4% 12,062 $8.2M
Alta Wealth Advisors LLC 2.75% Add +7.4% 12,049 $8.2M
Asset Dedication, LLC 0.54% Add +5.1% 12,043 $8.2M
Guardian Partners Inc. 0.66% Add +1.7% 12,003 $8.2M
Smith Salley Wealth Management 0.41% Add +154.1% 12,032 $8.2M
P Schoenfeld Asset Management LP 4.01% New 12,000 $8.2M
Coastwise Capital Group, LLC 4.22% Add +2.8% 11,998 $8.2M
Panagora Asset Management Inc. 0.03% Reduce -33.9% 11,995 $8.2M
Mufg Securities Americas Inc. 0.51% No change 11,932 $8.1M
DBK Financial Counsel, LLC 6.25% Reduce -0.4% 11,926 $8.1M
Gratus Wealth Advisors, LLC 1.12% No change 11,888 $8.1M
Tandem Investment Partners LLC 6.84% Reduce -1.9% 11,886 $8.1M
Bank of New Hampshire 1.82% Reduce -6.1% 11,884 $8.1M
M.D. Sass, LLC 0.63% No change 11,800 $8.0M
Lexington Hill Partners, LLC 6.04% — 11,789 $8.0M
Herbst Group, LLC 4.73% Add +7.0% 11,788 $8.0M
Truepoint, Inc. 0.18% Add +2.8% 11,784 $8.0M
Pinnacle Wealth Planning Services, Inc. 0.84% Reduce -4.2% 11,774 $8.0M
Elyxium Wealth, LLC 2.22% Reduce -0.2% 11,739 $8.0M
Trivium Point Advisory, LLC 0.81% Add +4.0% 11,731 $8.0M
Summit Wealth Partners, LLC 1.48% Reduce -29.5% 11,725 $8.0M
Foster Victor Wealth Advisors, LLC 0.47% Add +21.2% 11,558 $8.0M
First American Trust, FSB 0.55% Add +22.5% 11,720 $8.0M
Blue Fin Capital, Inc. 1.24% Reduce -0.2% 11,720 $8.0M
Corsicana & Co. 4.47% Reduce -0.5% 11,666 $8.0M
Seven Mile Advisory 1.37% Reduce -63.9% 11,533 $7.9M
Petros Family Wealth, LLC 5.24% Add +2.0% 11,532 $7.9M
ArchPoint Investors 1.86% Reduce -1.9% 11,496 $7.9M
Garde Capital, Inc. 0.47% Add +1.0% 11,528 $7.9M
Henrickson Nauta Wealth Advisors, Inc. 1.16% Add +90.7% 11,344 $7.8M
Centennial Bank 3.12% Add +2.9% 11,500 $7.8M
Ibex Wealth Advisors 0.77% Add +9.8% 11,491 $7.8M
Cornerstone Advisors Asset Management, LLC 1.27% Reduce -4.8% 11,467 $7.8M
Selby Wealth Management, LLC 3.15% — 11,462 $7.8M
Cordatus Wealth Management LLC 1.81% Reduce -29.5% 11,453 $7.8M
Joseph P. Lucia & Associates, LLC 2.81% Add +5.8% 11,444 $7.8M
URS Advisory LLC 6.47% — 11,416 $7.8M
Balentine LLC 0.29% Add +1.4% 11,384 $7.8M
Patten Group, Inc. 1.43% Reduce -5.4% 11,356 $7.7M
Well Done, LLC 1.16% Reduce -2.7% 11,341 $7.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Add +0.8% 11,108 $7.7M
Stronghold Wealth Management L.L.C. 11.40% — 11,316 $7.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.38% Reduce -1.9% 11,303 $7.7M
Bragg Financial Advisors, Inc 0.25% Reduce -2.6% 11,298 $7.7M
Schneider Downs Wealth Management Advisors, LP 0.86% Reduce -1.7% 11,250 $7.7M
Park Capital Management, LLC / WI 5.49% Add +33.3% 11,240 $7.7M
BTC Capital Management, Inc. 0.53% No change 11,227 $7.7M
Port Capital LLC 0.33% Reduce -1.6% 11,205 $7.6M
FSC Wealth Advisors, LLC 12.39% Reduce -60.4% 11,199 $7.6M
Market Street Wealth Management Advisors LLC 1.19% Reduce -1.9% 11,197 $7.6M
Ashford Capital Management Inc. 0.85% No change 11,169 $7.6M
Invenio Wealth Partners LLC 2.82% Reduce -1.4% 11,124 $7.6M
Destiny Wealth Partners, LLC 0.87% Add +12.8% 10,946 $7.6M
Keeler & Nadler Financial Planning & Wealth Management 2.63% Reduce -1.7% 11,119 $7.6M
SkyView Investment Advisors, LLC 0.96% Reduce -0.2% 11,115 $7.6M
One Day In July LLC 0.62% Add +1.9% 11,098 $7.6M
Surience Private Wealth LLC 8.52% Reduce -5.6% 11,047 $7.5M
New Republic Capital, LLC 2.00% Add +4.5% 11,002 $7.5M
Checchi Capital Advisers, LLC 0.51% Reduce -2.6% 11,000 $7.5M
Secure Asset Management, LLC 1.18% Add +5.8% 10,989 $7.5M
Intact Investment Management Inc. 0.22% No change 10,985 $7.5M
Camelot Technology Advisors, Inc. 5.63% Add +17.0% 10,964 $7.5M
High Net Worth Advisory Group LLC 1.72% Add +0.0% 10,956 $7.5M
Drexel Morgan & Co. 1.16% No change 10,911 $7.4M
Castellan Group 0.94% New 10,909 $7.4M
Avity Investment Management Inc. 0.52% Reduce -9.8% 10,892 $7.4M
Northern Financial Advisors Inc 8.48% Reduce -53.4% 10,871 $7.4M
Moran Wealth Management, LLC 0.23% Reduce -88.7% 10,864 $7.4M
Strategy Asset Managers LLC 1.22% Reduce -0.7% 10,849 $7.4M
Shoker Investment Counsel, Inc. 2.17% Add +2.1% 10,835 $7.4M
Polymer Capital Management (HK) LTD 1.15% Add +3.8% 10,829 $7.4M
Blueprint Financial Advisors LLC 1.12% Reduce -9.6% 10,785 $7.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.34% — 10,774 $7.3M
Rational Advisors, Inc. 0.80% Add +91.9% 10,760 $7.3M
1900 Wealth Management LLC 0.47% Add +0.9% 10,710 $7.3M
Maseco LLP 0.32% Add +0.0% 10,712 $7.3M
Cypress Financial Planning LLC 2.04% Add +10.0% 10,636 $7.3M
Oliver Luxxe Assets LLC 1.11% Reduce -2.2% 10,698 $7.3M
TL Private Wealth 2.80% Reduce -1.3% 10,495 $7.3M
SageView Advisory Group, LLC 0.25% Reduce -31.5% 10,682 $7.3M
Wick Capital Partners, LLC 1.31% Reduce -0.2% 10,681 $7.3M
Florida Financial Advisors, LLC 1.98% Add +0.4% 10,676 $7.3M
Lifeworks Advisors, LLC 0.94% New 10,650 $7.3M
CSS LLC 1.21% Reduce -50.0% 10,646 $7.3M
Clarkston Capital Partners, LLC 0.17% Add +85.6% 10,628 $7.2M
Bridges Investment Management Inc. 0.09% No change 10,595 $7.2M
Tempus Wealth Planning, LLC 1.65% Reduce -0.2% 10,590 $7.2M
Daybright Advisory Services, Inc. 1.93% — 10,590 $7.2M
Veltria Advisors Corp. 31.46% Reduce -24.4% 10,428 $7.2M
Founders Capital Management 3.74% Reduce -0.8% 10,567 $7.2M
Ruggiero Investments, Inc. 6.50% — 10,564 $7.2M
Ssa Swiss Advisors AG 3.35% Reduce -10.9% 10,554 $7.2M
Rossmore Private Capital 0.64% Add +34.1% 10,509 $7.2M
Guidance Point Advisors, LLC 1.70% Add +0.7% 10,502 $7.2M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -10.5% 10,504 $7.2M
GAMMA Investing LLC 0.36% Add +3.9% 10,492 $7.2M
Founders Financial Alliance, LLC 1.35% Reduce -1.2% 10,482 $7.1M
Sterneck Capital Management, LLC 3.22% Add +6.5% 10,476 $7.1M
Piedmont Capital Management, LLC 4.70% — 10,473 $7.1M
Aurora Private Wealth, Inc. 4.69% — 10,457 $7.1M
Clear Creek Financial Management, LLC 0.58% Reduce -36.8% 10,444 $7.1M
ZWJ Investment Counsel Inc. 0.26% Reduce -20.8% 10,439 $7.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.43% Add +41.7% 10,418 $7.1M
Iowa State Bank 1.33% Add +2.9% 10,406 $7.1M
Darrow Company, Inc. 3.18% Add +8.2% 10,371 $7.1M
TruNorth Capital Management, LLC 1.34% Add +0.0% 10,365 $7.1M
Old Mission Investment Co LLC 1.69% Add +5.3% 10,335 $7.1M
NWF Advisory Services Inc. 0.78% Reduce -12.3% 10,359 $7.1M
Armbruster Capital Management, Inc. 1.18% Reduce -1.2% 10,347 $7.1M
Hohimer Wealth Management, LLC 0.96% Add +4.0% 10,323 $7.0M
Curry Webb Wealth Management LLC 3.49% — 10,322 $7.0M
Peoples Bank 4.37% Reduce -0.1% 10,320 $7.0M
Amplius Wealth Advisors, LLC 0.59% Add +1.7% 10,312 $7.0M
RHL Group, LLC 5.65% — 10,310 $7.0M
Acadian Asset Management LLC 0.01% Add +13.0% 10,310 $7.0M
Ascent Group, LLC 0.24% Reduce -1.3% 10,285 $7.0M
RK Capital Management, LLC 0.43% Reduce -74.8% 10,267 $7.0M
Ellenbecker Investment Group 0.98% Reduce -2.0% 10,264 $7.0M
Dale Q Rice Investment Management Ltd 5.01% Reduce -2.4% 10,260 $7.0M
Sharper & Granite LLC 2.46% No change 10,248 $7.0M
Stone Wealth Partners 6.22% — 10,245 $7.0M
Grey Ledge Advisors, LLC 1.58% Reduce -6.0% 10,241 $7.0M
Forty-three Eighteen Advisors, LLC 5.41% — 10,207 $7.0M
Novak & Powell Financial Services, Inc. 3.63% Reduce -0.4% 10,197 $7.0M
Thompson David Blair 3.96% — 10,170 $6.9M
Alta Capital Management LLC/ 0.46% New 10,167 $6.9M
Genesee Capital Advisors, LLC 2.79% Add +9.0% 10,164 $6.9M
Limestone Investment Advisors LP 4.96% Reduce -89.9% 10,144 $6.9M
Essential Planning, LLC. 2.21% Add +39.8% 10,143 $6.9M
Crews Bank & Trust 0.99% Add +0.6% 10,130 $6.9M
Willis Johnson & Associates, Inc. 0.43% Add +62.7% 10,116 $6.9M
Smithfield Trust Co 0.30% Add +0.0% 10,102 $6.9M
MinichMacGregor Wealth Management, LLC 1.25% Reduce -20.5% 10,088 $6.9M
Plotkin Financial Advisors, LLC 3.35% Add +3.0% 10,084 $6.9M
USAdvisors Wealth Management, LLC 2.26% Add +0.4% 10,078 $6.9M
Litman Gregory Wealth Management LLC 0.50% Reduce -0.1% 10,008 $6.8M
Glaxis Capital Management, LLC 11.67% Add +100.0% 10,000 $6.8M
Pentwater Capital Management LP 0.05% Reduce -97.5% 10,000 $6.8M
Ehrenkranz Partners L.P. 7.72% Add +0.1% 9,976 $6.8M
New Age Alpha Advisors, LLC 0.29% Reduce -13.4% 9,993 $6.8M
Guyasuta Investment Advisors Inc. 0.39% Reduce -4.7% 9,991 $6.8M
Creative Financial Designs Inc. 0.43% Reduce -2.1% 9,976 $6.8M
Meritage Portfolio Management 0.45% Reduce -6.8% 9,966 $6.8M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -0.1% 9,965 $6.8M
Naples Global Advisors, LLC 0.51% Add +2.7% 9,935 $6.8M
Concorde Asset Management, LLC 2.72% Add +2.0% 9,958 $6.8M
Institute for Wealth Management, LLC. 0.72% Reduce -9.2% 9,939 $6.8M
White Pine Capital LLC 1.86% Reduce -0.1% 9,926 $6.8M
Providence First Trust Co 2.33% Reduce -15.1% 9,854 $6.7M
Beta Wealth Group, Inc. 2.70% Reduce -1.2% 9,853 $6.7M
Continuum Advisory, LLC 0.67% Add +26.4% 9,849 $6.7M
Oder Investment Management, LLC 4.85% Reduce -2.7% 9,814 $6.7M
Fox Run Management, L.L.C. 1.03% New 9,807 $6.7M
Weaver Capital Management LLC 1.41% Reduce -1.3% 9,765 $6.7M
Asset Advisory Group, Inc. 3.32% — 9,744 $6.6M
Colony Family Offices, LLC 1.66% Add +8.5% 9,711 $6.6M
Bay Rivers Group 2.68% Add +0.1% 9,711 $6.6M
Legacy Wealth Management, LLC 0.38% No change 9,711 $6.6M
Regent Peak Wealth Advisors LLC 1.30% Reduce -24.6% 9,706 $6.6M
Marin Bay Wealth Advisors, LLC 3.79% — 9,692 $6.6M
HCR Wealth Advisors 0.65% Add +2.4% 9,684 $6.6M
My Personal CFO, LLC 2.75% Add +732.5% 9,682 $6.6M
Morton Capital Management LLC 1.01% Reduce -0.3% 9,682 $6.6M
GatePass Capital, LLC 3.46% Add +42.1% 9,678 $6.6M
LRI Investments, LLC 0.53% Reduce -0.4% 9,663 $6.6M
Omnia Family Wealth, LLC 1.94% Add +10.0% 9,627 $6.6M
Fortitude Advisory Group L.L.C. 2.79% Reduce -1.3% 9,647 $6.6M
Fusion Family Wealth, LLC 0.50% Reduce -0.1% 9,635 $6.6M
Orca Investment Management, LLC 5.16% Reduce -0.0% 9,607 $6.6M
LCNB Corp. 2.19% Reduce -0.7% 9,599 $6.5M
Nautilus Advisors LLC 4.27% Add +0.8% 9,595 $6.5M
American Institute for Advanced Investment Management, LLP 4.21% Reduce -0.6% 9,595 $6.5M
Private Capital Management, LLC 0.62% Add +0.2% 9,585 $6.5M
Marks Group Wealth Management, Inc 0.62% Reduce -2.0% 9,570 $6.5M
Legacy PCG, LLC 4.04% Reduce -9.7% 9,569 $6.5M
Atlas Legacy Advisors, LLC 1.14% Add +7.2% 9,530 $6.5M
Cantor Fitzgerald Investment Advisors L.P. 0.48% Reduce -8.0% 9,522 $6.5M
Garden State Investment Advisory Services LLC 1.53% Reduce -3.2% 9,459 $6.5M
Richards, Merrill & Peterson, Inc. 2.47% Add +1.2% 9,436 $6.4M
Invst, LLC 0.70% Add +55.2% 9,434 $6.4M
Schorn Wealth LLC 1.95% Reduce -0.8% 9,433 $6.4M
Personal Cfo Solutions, LLC 1.02% Add +3.8% 9,416 $6.4M
KKM Financial LLC 1.14% Reduce -0.9% 9,409 $6.4M
Solano Wealth Investment Advisors LLC 3.18% Reduce -11.5% 9,407 $6.4M
Loudon Investment Management, LLC 3.35% Reduce -0.7% 9,402 $6.4M
Kraft, Davis & Associates, LLC 1.44% Reduce -0.1% 9,243 $6.4M
Defined Wealth Management, LLC 3.69% Reduce -0.9% 9,394 $6.4M
Hyposwiss Advisors SA 6.27% — 9,380 $6.4M
Pinnacle Bancorp, Inc. 1.87% Add +0.4% 9,379 $6.4M
Allegheny Financial Group 0.95% Add +0.2% 9,378 $6.4M
Seelaus Asset Management LLC 5.15% Reduce -1.4% 9,361 $6.4M
Morris Financial Concepts, Inc. 2.23% Reduce -0.0% 9,351 $6.4M
Vista Capital Partners, Inc. 0.63% Add +5.2% 9,348 $6.4M
Mosaic Family Wealth Partners, LLC 0.70% Reduce -2.1% 9,347 $6.4M
HORAN Wealth, LLC 0.98% Add +0.0% 9,343 $6.4M
Kearns & Associates LLC 3.29% Reduce -1.6% 9,340 $6.4M
W1M Asset Management Ltd 0.07% New 9,334 $6.4M
American National Bank & Trust 0.60% Add +1.5% 9,331 $6.4M
Syon Capital LLC 0.32% Add +188.9% 9,320 $6.4M
Barrett & Company, Inc. 2.12% Add +0.9% 9,308 $6.3M
AXS Investments LLC 2.17% Add +38.2% 9,259 $6.3M
GW Henssler & Associates Ltd. 0.30% Add +26.9% 9,250 $6.3M
GSG Advisors LLC 1.62% Reduce -0.1% 9,213 $6.3M
WealthShield Partners, LLC 0.69% Reduce -1.6% 9,211 $6.3M
Madison Wealth Partners, Inc 1.14% Add +0.1% 9,172 $6.3M
Stephen J. Garry & Associates, LLC 4.94% Reduce -4.5% 9,142 $6.2M
Capital Asset Advisory Services LLC 0.25% Reduce -2.6% 8,999 $6.2M
Parker Investment Management, LLC 0.89% Add +2.5% 9,129 $6.2M
Delta Investment Management, LLC 1.08% Add +30.4% 9,125 $6.2M
Walkner Condon Financial Advisors LLC 0.86% Reduce -1.1% 9,110 $6.2M
LJI Wealth Management, LLC 0.95% Add +7.5% 9,100 $6.2M
OneAscent Financial Services LLC 0.57% Reduce -12.0% 9,092 $6.2M
Orin Green Financial, LLC 2.47% Reduce -1.4% 9,060 $6.2M
Xcelsior Advisor Partners LLC 3.00% — 9,056 $6.2M
Levin Capital Strategies, L.P. 0.54% Reduce -26.4% 9,052 $6.2M
FreeGulliver LLC 2.75% Reduce -10.0% 9,032 $6.2M
Red Cedar Investment Management, LLC 0.66% No change 9,025 $6.2M
Tompkins Financial Corp. 0.48% Add +5.6% 9,023 $6.2M
Traynor Capital Management, Inc. 0.34% Reduce -0.8% 9,017 $6.1M
Acropolis Investment Management, LLC 0.28% Add +3.8% 9,013 $6.1M
Fogel Capital Management, Inc. 2.83% Add +0.2% 8,997 $6.1M
Storen Legacy Partners, LLC 1.92% — 8,977 $6.1M
Range Advisory, LLC 1.58% — 8,959 $6.1M
Aureus Asset Management, LLC 0.39% Reduce -0.3% 8,957 $6.1M
Quartz Partners, LLC 2.27% Add +25.4% 8,957 $6.1M
Novus Advisors, LLC 13.63% Reduce -2.4% 8,938 $6.1M
Marietta Wealth Management, LLC 0.70% Reduce -1.3% 8,938 $6.1M
Vision Retirement, LLC 1.63% — 8,937 $6.1M
S.A. Mason LLC 2.40% Reduce -2.5% 8,910 $6.1M
Leverty Financial Group, LLC 1.45% Reduce -0.4% 8,910 $6.1M
Atlas Brown,Inc. 1.80% Reduce -0.1% 8,898 $6.1M
Woodstock Corp. 0.52% Add +2.0% 8,886 $6.1M
Bitterroot Capital Advisors LLC 4.15% — 8,885 $6.1M
JDM Financial Group LLC 2.35% Reduce -0.8% 8,858 $6.0M
Samalin Investment Counsel, LLC 2.15% Reduce -3.6% 8,855 $6.0M
Goldstone Financial Group, LLC 0.67% Add +1.0% 8,847 $6.0M
Baker Ellis Asset Management LLC 0.72% Reduce -5.5% 8,817 $6.0M
SOL Capital Management CO 0.54% Add +0.2% 8,801 $6.0M
Fell Capital Management 5.84% — 8,780 $6.0M
Journey Advisory Group, LLC 0.50% Add +2.8% 8,795 $6.0M
Evernest Financial Advisors, LLC 1.25% Add +13.2% 8,619 $6.0M
Arkansas Financial Group, Inc. 0.86% Reduce -0.6% 8,763 $6.0M
Sage Rhino Capital LLC 1.13% Add +0.2% 8,749 $6.0M
Onyx Bridge Wealth Group LLC 0.63% Reduce -1.9% 8,720 $5.9M
BCS Wealth Management 0.60% Add +98.9% 8,715 $5.9M
OakTrust Wealth Advisors, LLC 5.46% — 8,672 $5.9M
Legacy Financial Strategies, LLC 1.04% Add +4.4% 8,650 $5.9M
Latitude Advisors, LLC 2.59% Reduce -13.6% 8,625 $5.9M
Breakwater Investment Management 2.13% Reduce -0.5% 8,624 $5.9M
Praxis Capital Management LLC 21.00% — 8,600 $5.9M
Arrowroot Family Office, LLC 2.13% Reduce -2.2% 8,599 $5.9M
Castle Rock Wealth Management, LLC 1.26% Add +2.1% 8,533 $5.8M
Coordinated Financial Services, Inc. 3.40% Reduce -1.3% 8,532 $5.8M
Beese Fulmer Investment Management, Inc. 0.38% Add +3.8% 8,538 $5.8M
Q3 Asset Management 1.33% Reduce -24.4% 8,552 $5.8M
Focused Alpha, LLC 1.71% — 8,548 $5.8M
Baron Wealth Management LLC 1.79% Add +0.1% 8,536 $5.8M
Sightline Wealth Advisors, LLC 2.48% Reduce -0.3% 8,535 $5.8M
Richmond Investment Services, LLC 1.00% Add +5.4% 8,524 $5.8M
Central Valley Advisors, LLC 1.74% Reduce -2.0% 8,517 $5.8M
Capital Analysts, LLC 0.16% Add +11.6% 8,474 $5.8M
Chapin Davis, Inc. 1.35% Reduce -0.5% 8,447 $5.8M
Waters Parkerson & Co., LLC 0.28% Reduce -4.5% 8,434 $5.8M
Wimmer Associates 1, LLC 2.67% Add +2.6% 8,427 $5.7M
Evolve Private Wealth, LLC 0.34% — 8,400 $5.7M
Camarda Financial Advisors, LLC 2.19% Reduce -13.1% 8,417 $5.7M
Bellwether Advisors, LLC 0.91% Reduce -0.2% 8,407 $5.7M
ForthRight Wealth Management, LLC 1.64% Reduce -1.3% 8,379 $5.7M
W Advisors, LLC 2.87% Reduce -1.8% 8,369 $5.7M
Beaird Harris Wealth Management, LLC 0.39% Add +55.4% 8,358 $5.7M
Twin Peaks Wealth Advisors, LLC 1.66% Add +14.6% 8,205 $5.7M
McDonald Partners LLC 1.79% Add +6.7% 8,345 $5.7M
WPWealth LLP 0.89% Reduce -7.6% 8,323 $5.7M
Garrison Point Advisors, LLC 2.50% Add +66.3% 8,277 $5.6M
Laraway Financial Advisors Inc 3.68% Add +1.4% 8,272 $5.6M
Northeast Investment Management 0.22% Reduce -0.7% 8,261 $5.6M
Baker Boyer National Bank 1.70% Add +548.8% 8,259 $5.6M
Platform Technology Partners 1.20% Add +3.8% 8,254 $5.6M
QRG Capital Management, Inc. 0.06% Add +13.5% 8,249 $5.6M
Harvest Investment Services, LLC 1.06% Reduce -12.5% 8,236 $5.6M
Tilson Financial Group, Inc. 1.73% Reduce -2.7% 8,234 $5.6M
ORBA Wealth Advisors, L.L.C. 4.85% Reduce -32.5% 8,194 $5.6M
TruWealth Advisors, LLC 0.27% Add +0.4% 8,184 $5.6M
Abel Hall, LLC 1.30% Add +0.3% 8,170 $5.6M
Jackson Wealth Management, LLC 0.54% Add +2.7% 8,166 $5.6M
First Financial Bankshares Inc 0.11% Reduce -8.2% 8,160 $5.6M
TrustBank 2.32% — 8,148 $5.6M
Luminvest Wealth Management LLC 1.54% Add +30.6% 8,138 $5.5M
Abacus Wealth Partners, LLC 0.54% Reduce -5.0% 8,120 $5.5M
Dba Trading, LLC 5.51% — 8,100 $5.5M
Matters Capital LLC 4.52% — 8,097 $5.5M
Greenup Street Wealth Management LLC 0.80% Reduce -4.5% 8,074 $5.5M
Greenspring Advisors, LLC 0.34% Add +2296.1% 8,027 $5.5M
Sierra Capital LLC 0.58% Reduce -18.4% 8,023 $5.5M
American Alpha Advisors, LLC 3.45% Reduce -4.2% 8,006 $5.5M
Graham Capital Management, L.P. 0.27% Reduce -48.9% 8,000 $5.5M
Patriot Financial Group Insurance Agency, LLC 0.65% Add +8.5% 7,972 $5.4M
Victrix Investment Advisors 2.10% New 7,963 $5.4M
Clientfirst Wealth Management, LLC 4.35% No change 7,950 $5.4M
MTM Investment Management, LLC 1.72% Reduce -8.3% 7,910 $5.4M
Cohen Capital Management, Inc. 0.81% Add +0.0% 7,903 $5.4M
Pines Wealth Management, LLC 1.74% Add +0.2% 7,899 $5.4M
Anchor Investment Management, LLC 0.44% Reduce -2.1% 7,895 $5.4M
Tower View Wealth Management LLC 2.66% Reduce -1.4% 7,876 $5.4M
Inspire Trust Co, N.A. 0.88% No change 7,871 $5.4M
Bantamac Capital, LLC 3.79% Add +1.8% 7,859 $5.4M
Liberty Square Wealth Partners LLC 1.53% Add +2.8% 7,851 $5.4M
Syntax Research, Inc. 3.30% Reduce -3.5% 7,839 $5.3M
Little House Capital LLC 1.34% Add +1.4% 7,836 $5.3M
Stairway Partners, LLC 0.28% Reduce -20.6% 7,829 $5.3M
Cape Investment Advisory, Inc. 1.64% Add +531.1% 7,819 $5.3M
Trust Co 0.50% Add +1245.9% 7,806 $5.3M
Shaker Financial Services, LLC 1.69% Add +66.2% 7,781 $5.3M
Sassicaia Capital Advisers LLC 11.65% Add +766.7% 7,800 $5.3M
Long Run Wealth Advisors, LLC 1.00% Add +0.2% 7,786 $5.3M
Fiduciary Wealth Partners, LLC 2.17% Add +0.6% 7,776 $5.3M
Rialto Wealth Management, LLC 1.27% Reduce -3.3% 7,769 $5.3M
MIdWestOne Financial Group, Inc. 0.59% No change 7,753 $5.3M
BHK Investment Advisors, LLC 1.74% Reduce -2.5% 7,753 $5.3M
Almanack Investment Partners, LLC. 0.90% Reduce -17.2% 7,724 $5.3M
Advisortrust Partners, LLC 2.31% — 7,721 $5.3M
Marshall Investment Management, LLC 2.64% Reduce -27.2% 7,703 $5.3M
Rebalance, LLC 0.31% Add +0.0% 7,702 $5.3M
Oribel Capital Management, LP 0.51% No change 7,700 $5.3M
Signature Equity Partners, LLC 2.90% — 7,699 $5.3M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 12.02% No change 7,654 $5.2M
Iron Gate Global Advisors LLC 0.54% Reduce -3.0% 7,668 $5.2M
Visionary Wealth Advisors 0.24% Add +8.7% 7,658 $5.2M
FSM Wealth Advisors, LLC 0.71% Add +13.8% 7,591 $5.2M
BOK Financial Private Wealth, Inc. 0.32% Add +2.0% 7,561 $5.2M
XML Financial, LLC 0.42% Reduce -1.1% 7,568 $5.2M
Legacy Capital Wealth Management, LLC 3.12% — 7,577 $5.2M
Blankinship & Foster, LLC 1.11% Add +1.1% 7,562 $5.2M
Colter Lewis Investment Partners LLC 5.96% — 7,542 $5.2M
Heritage Investment Group, Inc. 0.78% Reduce -0.4% 7,557 $5.2M
Saxon Interests, Inc. 1.82% Reduce -20.5% 7,556 $5.2M
Pegasus Asset Management, Inc. 1.58% Add +0.1% 7,544 $5.1M
Wetzel Investment Advisors, Inc. 2.09% Reduce -0.1% 7,502 $5.1M
Peak Planning Group, LLC 1.44% Add +138.5% 7,513 $5.1M
Single Point Partners, LLC 1.01% Reduce -0.4% 7,469 $5.1M
Essex Bank 1.10% Add +8.1% 7,467 $5.1M
BlueSky Wealth Advisors, LLC 0.67% Reduce -0.3% 7,456 $5.1M
Deltec Asset Management LLC 0.84% Reduce -3.9% 7,456 $5.1M
ABLE Financial Group, LLC 1.03% Add +0.9% 7,453 $5.1M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 3.96% — 7,451 $5.1M
M1 Capital Management LLC 2.12% Add +0.8% 7,449 $5.1M
Aldebaran Financial Inc. 4.69% Reduce -5.3% 7,375 $5.1M
AtlasMark Financial, Inc 3.27% No change 7,430 $5.1M
Sagespring Wealth Partners, LLC 0.09% Add +0.1% 143,154 $5.1M
Burney Co./ 0.16% Add +30.1% 7,420 $5.1M
Symmetry Investments LP 0.94% New 7,401 $5.0M
Moneda S.A. Administradora General de Fondos 4.53% Add +6.4% 7,396 $5.0M
Everett Harris & Co. 0.06% Add +14.8% 7,387 $5.0M
Twin Lakes Capital Management, LLC 2.24% Reduce -1.0% 7,380 $5.0M
Capital Wealth Alliance, LLC 2.15% Reduce -2.9% 7,247 $5.0M
Arrow Financial Corp 0.50% Reduce -0.4% 7,367 $5.0M
Morse Asset Management, Inc 1.01% Add +1.3% 7,360 $5.0M
Objective Capital Management, LLC 5.10% Reduce -2.0% 7,353 $5.0M
Pictet North America Advisors SA 0.48% No change 7,350 $5.0M
Family Legacy, Inc. 1.50% Add +0.5% 7,347 $5.0M
Fischer Investment Strategies, LLC 2.92% Reduce -7.5% 7,343 $5.0M
WorthPointe, LLC 1.31% Reduce -8.9% 7,338 $5.0M
RPS Advisory Solutions LLC 2.36% Reduce -2.7% 7,332 $5.0M
Auxano Advisors, LLC 0.99% Add +6.3% 7,331 $5.0M
Journey Beyond Wealth, LLC 3.96% Reduce -0.2% 7,305 $5.0M
9823 Capital, L.P. 3.43% — 7,300 $5.0M
LBMC Investment Advisors, LLC 0.31% Add +0.2% 7,299 $5.0M
NWK Group, Inc. 1.73% Reduce -9.9% 7,287 $5.0M
Maripau Wealth Management LLC 2.28% Add +6.1% 7,331 $5.0M
Catalyst Private Wealth, LLC 2.16% Reduce -0.6% 7,265 $5.0M
Brookwood Investment Group LLC 0.60% Add +10.8% 7,265 $5.0M
Chesapeake Wealth Management 1.48% Reduce -3.7% 7,262 $5.0M
Alley Investment Management Company, LLC 0.58% Reduce -0.5% 7,254 $4.9M
Peachtree Investment Partners, LLC 1.64% New 7,249 $4.9M
Raffa Wealth Management, LLC 0.76% Add +0.1% 7,248 $4.9M
Rockingstone Advisors LLC 2.25% Reduce -0.1% 7,244 $4.9M
Ducere Wealth Management LLC 1.90% — 7,210 $4.9M
Sonata Capital Group Inc. 1.78% Add +1.9% 7,209 $4.9M
DHJJ Financial Advisors, Ltd. 1.63% Add +0.2% 7,197 $4.9M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Add +1.5% 7,194 $4.9M
Innova Wealth Partners 2.47% Reduce -54.6% 7,192 $4.9M
Wealth Watch Advisors, INC 1.82% Add +11.5% 7,181 $4.9M
McAdam, LLC 0.22% Reduce -5.5% 7,174 $4.9M
Eagle Global Advisors LLC 0.18% Add +10.6% 7,173 $4.9M
TopTier Wealth Management, LLC 3.32% — 7,167 $4.9M
Generation Capital Management LLC 3.16% Add +6.8% 7,156 $4.9M
Ledyard National Bank 0.42% Reduce -3.2% 7,147 $4.9M
Winch Advisory Services, LLC 1.08% Add +0.2% 7,144 $4.9M
Windsor Capital Management, LLC 1.43% Reduce -11.4% 7,143 $4.9M
Hamilton Point Investment Advisors, LLC 0.74% No change 7,109 $4.9M
CCG Wealth Management, LLC 2.08% Add +45.1% 7,125 $4.9M
ICONIQ Capital, LLC 0.07% No change 7,122 $4.9M
Harbour Wealth Management Group, Inc. 3.80% — 7,122 $4.9M
Jaffetilchin Investment Partners, LLC 0.28% Add +11.7% 7,119 $4.9M
Financial Perspectives, Inc 1.31% Add +0.8% 7,112 $4.8M
Abacus Planning Group, Inc. 0.65% Reduce -0.4% 7,105 $4.8M
Liberty Wealth Management LLC 0.62% Add +0.9% 7,073 $4.8M
Clear Point Advisors Inc. 3.74% Add +3.4% 7,071 $4.8M
B & T Capital Management DBA Alpha Capital Management 0.68% Reduce -13.3% 7,054 $4.8M
Boston Research & Management Inc. 1.11% No change 7,046 $4.8M
Resolute Wealth Strategies, LLC 2.10% Add +0.2% 7,017 $4.8M
Austin Asset Management Co Inc 0.82% Add +1.5% 7,016 $4.8M
Signature Wealth Management Partners, LLC 2.37% Reduce -0.4% 7,015 $4.8M
GW&K Investment Management, LLC 0.04% Add +19.3% 7,011 $4.8M
Madden Advisory Services, Inc. 1.92% Reduce -2.8% 7,005 $4.8M
Waterfront Wealth Inc. 0.91% Reduce -0.2% 6,898 $4.8M
Skaana Management L.P. 12.25% New 7,000 $4.8M
Ramsay, Stattman, Vela & Price, Inc. 0.86% Add +14.4% 6,993 $4.8M
Woodmont Investment Counsel LLC 0.30% Reduce -1.5% 6,981 $4.8M
Private Wealth Partners, LLC 0.34% Reduce -21.5% 6,932 $4.7M
Crumly & Associates Inc. 0.99% Reduce -0.8% 6,910 $4.7M
MetLife Inc 38.64% Add +4.1% 6,844 $4.7M
Tandem Financial, LLC 5.66% Reduce -51.0% 7,975 $4.7M
Clarendon Private LLC 3.97% Reduce -0.3% 6,871 $4.7M
Midwest Financial Network, LLC 3.59% Add +114.1% 6,822 $4.7M
Courage Capital Management LLC 6.43% No change 6,821 $4.7M
Two Point Capital Management, Inc. 1.88% Reduce -3.4% 6,820 $4.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.62% Add +14.6% 6,817 $4.6M
Wellington Shields & Co., LLC 1.15% Add +52.8% 6,816 $4.6M
Ironclad Investments LLC 2.17% No change 6,805 $4.6M
Retirement Guys Formula LLC 2.12% Reduce -4.9% 6,804 $4.6M
Cedarwood Wealth LLC 5.17% — 6,693 $4.6M
Revolve Wealth Partners, LLC 0.54% Reduce -11.4% 6,782 $4.6M
Bennett Selby Investments LP 1.49% Add +2.2% 6,772 $4.6M
Semitam Bonam LLC 3.84% Add +2.2% 6,761 $4.6M
Alpha Cubed Investments, LLC 0.16% Reduce -5.1% 6,760 $4.6M
Tradition Wealth Management, LLC 0.33% Add +11.8% 6,752 $4.6M
SGL Investment Advisors, Inc. 1.87% Add +18.0% 6,792 $4.6M
RKL Wealth Management LLC 0.38% Reduce -12.2% 6,743 $4.6M
Cove Private Wealth, LLC 1.38% Add +10.8% 6,732 $4.6M
United Bank 0.61% Reduce -0.1% 6,731 $4.6M
Outlook Wealth Advisors, LLC 1.04% Reduce -1.8% 6,730 $4.6M
Cascades Capital Asset Management, LLC 1.96% Add +0.1% 6,729 $4.6M
Roffman Miller Associates Inc. 0.25% Reduce -0.8% 6,729 $4.6M
Polen Capital Management LLC 0.02% Add +167.9% 6,717 $4.6M
Pursue Wealth Partners LLC 2.23% Reduce -10.8% 6,717 $4.6M
CPC Advisors, LLC 0.46% Reduce -9.0% 6,710 $4.6M
Tennessee Valley Asset Management Partners 0.59% Reduce -2.9% 6,709 $4.6M
Steph & Co. 1.32% No change 6,704 $4.6M
Avalon Trust Co 0.30% Reduce -7.8% 6,696 $4.6M
One Wealth Management Investment & Advisory Services, LLC 4.98% Add +9.3% 6,690 $4.6M
Libra Wealth LLC 1.27% No change 6,678 $4.6M
Hillman Capital Management, Inc. 2.86% New 6,676 $4.6M
Highland Capital Management, LLC 0.23% Reduce -1.1% 6,674 $4.6M
Comprehensive Financial Consultants Institutional, Inc. 1.38% Add +4.2% 6,672 $4.5M
Insight Wealth Strategies, LLC 0.52% Add +0.7% 6,667 $4.5M
SeaBridge Investment Advisors LLC 0.75% No change 6,655 $4.5M
Keebeck Wealth Management 0.52% Add +1.0% 6,632 $4.5M
Townsquare Capital LLC 1.02% Reduce -63.1% 6,642 $4.5M
Semus Wealth Partners LLC 2.44% Add +0.2% 6,632 $4.5M
BridgePort Financial Solutions, LLC 1.21% Reduce -8.8% 6,630 $4.5M
Enclave Advisors LLC 0.64% Add +0.1% 6,613 $4.5M
Home Federal Bank of Tennessee 1.17% No change 6,602 $4.5M
M.E. Allison & Co., Inc. 3.06% Reduce -1.3% 6,595 $4.5M
Beacon Financial Advisory LLC 1.04% Add +2.8% 6,586 $4.5M
Thoroughbred Financial Services, LLC 0.27% Add +0.7% 6,581 $4.5M
Juncture Wealth Strategies, LLC 1.48% Add +1.0% 6,572 $4.5M
Roberts Glore & Co. Inc. 1.19% Add +13.0% 6,571 $4.5M
Mengis Capital Management, Inc. 0.79% Reduce -2.0% 6,568 $4.5M
Dearborn Partners LLC 0.22% Add +175.7% 6,557 $4.5M
Sunesis Advisors, LLC 2.02% Reduce -0.6% 6,557 $4.5M
Charter Oak Capital Management, LLC 0.34% Reduce -4.0% 6,548 $4.5M
Reynders McVeigh Capital Management, LLC 0.21% Add +4.7% 6,548 $4.5M
Pincus Capital Management, LP 2.97% — 6,536 $4.5M
Stonebridge Financial Group, LLC 0.38% Add +3.0% 6,530 $4.5M
AssuredPartners Investment Advisors, LLC 0.66% Add +42.8% 6,522 $4.4M
Howard Wealth Management, LLC 1.94% Reduce -0.6% 6,511 $4.4M
American State Bank (Iowa) 2.13% Add +0.2% 6,508 $4.4M
Ewa, LLC 1.09% Add +12.2% 6,508 $4.4M
Investmark Advisory Group LLC 1.89% Add +0.2% 6,504 $4.4M
VanderPol Investments L.L.C. 8.46% Reduce -20.7% 6,500 $4.4M
Curbstone Financial Management Corp 0.85% Reduce -4.0% 6,499 $4.4M
Parcion Private Wealth LLC 0.27% Reduce -6.3% 6,483 $4.4M
Red Door Wealth Management, LLC 0.46% Add +34.7% 6,475 $4.4M
Prism Advisors, Inc. 1.18% Reduce -59.4% 6,466 $4.4M
Fragasso Financial Advisors Inc 0.27% Add +1.1% 6,457 $4.4M
Midland Wealth Advisors, LLC 0.23% Reduce -2.9% 6,451 $4.4M
Crossmark Global Holdings, Inc. 0.06% Add +80.6% 6,445 $4.4M
Total Clarity Wealth Management, Inc. 1.06% Reduce -5.2% 6,441 $4.4M
Clark Capital Management Group, Inc. 0.03% Add +21.9% 6,434 $4.4M
Riggs Asset Managment Co. Inc. 0.88% Reduce -3.0% 6,432 $4.4M
Ranch Capital Advisors Inc. 1.61% Reduce -1.9% 6,414 $4.4M
Tanglewood Legacy Advisors, LLC 1.64% Add +2.4% 6,390 $4.4M
First Interstate Bank 0.23% Reduce -0.7% 6,389 $4.4M
Graves Light Lenhart Wealth, Inc. 0.46% Reduce -0.1% 6,383 $4.4M
ELCO Management Co., LLC 2.74% Reduce -17.5% 6,375 $4.3M
Elm Partners Management LLC 0.20% Reduce -9.9% 6,364 $4.3M
North Capital, Inc. 3.74% Reduce -1.2% 6,356 $4.3M
Stephenson & Company, Inc. 2.38% Add +0.8% 6,355 $4.3M
Mayport, LLC 0.87% Reduce -0.2% 6,353 $4.3M
First National Bank Sioux Falls 1.30% Add +7.0% 6,346 $4.3M
Griffith & Werner, Inc. 2.20% Reduce -1.2% 6,345 $4.3M
Interchange Capital Partners, LLC 0.80% Add +77.8% 6,344 $4.3M
M3 Advisory Group, LLC 2.63% Add +1.0% 6,325 $4.3M
Boston Trust Walden Corp 0.03% No change 6,318 $4.3M
Retireful, LLC 5.39% Reduce -63.1% 6,256 $4.3M
Drucker Wealth 3.0, LLC 0.76% Reduce -0.8% 6,301 $4.3M
Element Wealth, LLC 1.78% Reduce -2.8% 6,301 $4.3M
First United Bank & Trust 1.37% Reduce -0.2% 6,292 $4.3M
Farmers National Bank 0.96% Add +0.8% 6,292 $4.3M
Strategic Planning, Inc. 2.30% New 6,270 $4.3M
Castleview Partners, LLC 2.12% Add +8.2% 6,267 $4.3M
Orgel Wealth Management, LLC 0.09% Reduce -0.6% 6,263 $4.3M
Tillman Hartley LLC 1.07% No change 6,261 $4.3M
Elevation Wealth Partners, LLC 1.51% Reduce -1.8% 6,251 $4.3M
Councilmark Asset Management, LLC 2.38% No change 6,245 $4.3M
DDD Partners, LLC 0.27% Add +12.3% 6,242 $4.3M
Colonial Trust Co / SC 0.57% Add +0.1% 6,242 $4.3M
Edge Wealth Management LLC 0.75% Reduce -7.3% 6,209 $4.2M
Horizon Wealth Management, LLC 0.66% Reduce -6.0% 6,205 $4.2M
Alchemi Wealth, LLC 2.31% — 6,201 $4.2M
Next Capital Management LLC 1.35% Add +5.9% 6,195 $4.2M
Orleans Capital Management Corp. 2.62% Add +344.1% 6,195 $4.2M
SC&H Financial Advisors, Inc. 0.65% Add +7.9% 6,185 $4.2M
Octavia Wealth Advisors, LLC 0.40% Add +0.8% 6,161 $4.2M
Investment Insight Wealth Management, LLC 4.13% — 6,169 $4.2M
Forza Wealth Management, LLC 1.52% Reduce -1.0% 6,168 $4.2M
Pullen Investment Management, LLC 2.21% No change 6,165 $4.2M
Jones Kertz & Associates, Inc. 2.16% — 6,161 $4.2M
Northwest Bancshares, Inc. 0.81% Add +5.6% 6,137 $4.2M
Per Stirling Capital Management, LLC. 0.47% Reduce -4.3% 6,134 $4.2M
BCM Advisors, LLC 0.80% No change 6,068 $4.2M
Sage Financial Group Inc. 0.28% Add +0.2% 6,128 $4.2M
Cornerstone Advisory, LLC 0.40% Add +8.6% 6,125 $4.2M
Wealthspire Retirement, LLC 0.25% Reduce -8.5% 6,110 $4.2M
Prasad Wealth Partners, LLC 1.11% Add +3.7% 6,086 $4.1M
North Star Asset Management Inc. 0.17% Add +0.6% 6,083 $4.1M
Affiance Financial, LLC 0.67% Reduce -0.5% 6,079 $4.1M
Vulcan Value Partners, LLC 0.07% Add +1887.8% 6,023 $4.1M
Cibc World Markets Corp. 0.02% — 6,075 $4.1M
F&V Capital Management, LLC 0.88% Reduce -0.8% 6,069 $4.1M
Arcus Capital Partners, LLC 1.48% Reduce -18.2% 6,063 $4.1M
Charter Research & Investment Group, Inc. 2.76% Add +12.8% 6,049 $4.1M
Logan Capital Management Inc. 0.17% Add +1095.5% 6,049 $4.1M
Silvant Capital Management LLC 0.14% No change 6,045 $4.1M
Cooper Financial Group 0.44% Add +20.7% 6,044 $4.1M
Snowwater Investment Partners, LLC 3.79% — 6,024 $4.1M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $4.1M
Capital City Trust Co. 0.92% Add +3.8% 6,036 $4.1M
UNIVEST FINANCIAL Corp 0.22% Reduce -1.2% 6,035 $4.1M
Todd Asset Management LLC 0.08% Add +214.7% 6,027 $4.1M
PDS Planning, Inc 0.27% Reduce -0.5% 6,020 $4.1M
Horizon Investment Services, LLC 1.48% Add +0.0% 6,019 $4.1M
Essex LLC 0.73% Reduce -0.2% 6,007 $4.1M
Prosperity Planning, Inc. 1.52% Add +42.2% 6,004 $4.1M
Lockheed Martin Investment Management Co. 0.14% No change 6,000 $4.1M
Kelman-Lazarov, Inc. 0.58% Reduce -1.1% 5,999 $4.1M
Turn8 Private Wealth Inc. 2.92% Add +3.6% 5,968 $4.1M
K.J. Harrison & Partners Inc 0.54% Add +0.1% 5,959 $4.1M
Inspirion Wealth Advisors, LLC 0.50% Reduce -9.2% 5,955 $4.1M
Gold Investment Management Ltd. 1.30% Add +0.1% 5,953 $4.1M
Maridea Wealth Management LLC 0.61% Add +7.1% 5,951 $4.1M
LOM Asset Management Ltd 1.18% Reduce -0.5% 5,950 $4.1M
Facet Wealth, Inc. 0.07% Add +86.4% 5,820 $4.0M
Dunhill Financial, LLC 1.28% Reduce -4.7% 5,933 $4.0M
Paradigm, Strategies in Wealth Management, LLC 2.65% Reduce -2.3% 5,931 $4.0M
Strategic Investment Management, LLC 2.05% No change 5,930 $4.0M
Davies Financial Advisors, Inc. 7.47% Reduce -60.4% 5,925 $4.0M
Braun Stacey Associates Inc. 0.13% Reduce -2.0% 5,924 $4.0M
Waycross Investment Management Co 3.55% Reduce -0.2% 5,923 $4.0M
LYNX Capital Group Ltd. 1.85% No change 5,919 $4.0M
WJ Financial Advisors LLC 3.59% Add +8.8% 5,919 $4.0M
Uptick Partners, LLC 0.86% Reduce -2.4% 5,917 $4.0M
Sterling Capital Management LLC 0.07% Reduce -32.7% 5,910 $4.0M
Towerpoint Wealth, LLC 1.59% Add +0.6% 5,897 $4.0M
CWS Financial Advisors, LLC 1.09% Reduce -0.4% 5,896 $4.0M
Zions Bancorporation, National Association 0.19% Reduce -3.3% 5,895 $4.0M
Climber Capital SA 2.62% — 5,900 $4.0M
Fagan Associates, Inc. 0.53% Add +0.6% 5,868 $4.0M
Moss Adams Wealth Advisors LLC 0.29% Reduce -8.3% 5,831 $4.0M
Weinberger Asset Management, Inc 1.44% Add +0.1% 5,848 $4.0M
Lockerman Financial Group, Inc. 7.64% Reduce -53.3% 5,839 $4.0M
Summit Place Financial Advisors, LLC 1.93% Add +0.4% 5,828 $4.0M
Wynn Capital, LLC 1.93% Reduce -2.5% 5,825 $4.0M
City Holding Co. 0.49% Reduce -1.6% 5,822 $4.0M
Chicago Wealth Management, Inc. 1.59% Add +18.6% 5,819 $4.0M
Markin Asset Management, LP 4.36% — 5,819 $4.0M
Summit Financial Wealth Advisors, LLC 0.57% Add +0.1% 5,810 $4.0M
Holderness Investments Co. 0.81% Add +0.9% 5,809 $4.0M
Security Financial Services, INC. 0.62% Reduce -3.1% 5,792 $3.9M
First Hawaiian Bank 0.53% Reduce -67.8% 5,791 $3.9M
Ofc Financial Planning, LLC 3.74% Reduce -0.0% 5,782 $3.9M
Private Capital Advisors, Inc. 0.40% Add +34.3% 5,781 $3.9M
Optivise Advisory Services LLC 2.27% Add +3.3% 5,775 $3.9M
Briggs Wealth Management, Inc 4.23% — 5,774 $3.9M
Weaver Consulting Group 0.96% Add +0.6% 5,772 $3.9M
Monograph Wealth Advisors, LLC 0.39% No change 5,753 $3.9M
Smith Asset Management Co., LLC 3.25% Reduce -0.8% 5,767 $3.9M
Opal Wealth Advisors, LLC 1.02% Reduce -2.7% 5,759 $3.9M
Park National Corp. 0.12% Reduce -8.3% 5,728 $3.9M
Kintra Wealth, LLC 0.54% New 5,724 $3.9M
Cahill Financial Advisors Inc. 0.42% Reduce -4.6% 5,687 $3.9M
FourThought Financial Partners, LLC 0.33% Reduce -3.8% 5,679 $3.9M
Fluent Financial, LLC 1.48% Reduce -79.2% 5,677 $3.9M
Advocacy Wealth Management, LLC 0.16% Add +556.1% 5,669 $3.9M
Gemmer Asset Management LLC 0.30% Reduce -0.5% 5,659 $3.9M
Denver Wealth Management, Inc. 1.36% Add +5.0% 5,619 $3.8M
Ballast Rock Private Wealth LLC 2.39% — 5,585 $3.8M
Bearing Point Capital, LLC 0.60% Add +1.6% 5,601 $3.8M
Vawter Financial, Ltd. 1.61% No change 5,596 $3.8M
Donaldson Capital Management, LLC 0.12% Reduce -2.8% 5,578 $3.8M
Northstar Group, Inc. 0.54% Add +0.9% 5,574 $3.8M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -1.4% 5,563 $3.8M
Mason & Associates, LLC 0.86% Reduce -6.1% 5,558 $3.8M
Custos Family Office, LLC 2.58% Reduce -69.6% 5,553 $3.8M
Wood Tarver Financial Group, LLC 1.06% Reduce -1.4% 5,552 $3.8M
Apollon Financial, LLC 0.55% Add +0.3% 5,549 $3.8M
Coign Capital Advisors LLC 1.98% Reduce -2.4% 5,544 $3.8M
Parsons Capital Management Inc. 0.21% Reduce -2.0% 5,544 $3.8M
Cornerstone Investment Partners, LLC 0.15% Add +581.1% 5,544 $3.8M
Alaethes Wealth, LLC 1.06% Add +60.1% 5,525 $3.8M
GMO 0.01% Add +522.8% 5,530 $3.8M
Miller Howard Investments Inc. 0.11% Add +1364.9% 5,508 $3.8M
RBA Wealth Management, LLC 1.27% Add +864.5% 5,507 $3.8M
Duncker Streett & Co. Inc. 0.67% Reduce -2.3% 5,496 $3.7M
Rice Partnership, LLC 0.51% Add +9.1% 5,494 $3.7M
Hassell Wealth Management, LLC 1.25% Reduce -3.6% 5,415 $3.7M
Mitchell Sinkler & Starr 1.68% Reduce -0.6% 5,465 $3.7M
Harmony Asset Management LLC 1.25% Reduce -1.1% 5,453 $3.7M
Novem Group 0.43% Add +48.8% 5,451 $3.7M
Suncoast Equity Management 0.38% Add +31.6% 5,449 $3.7M
Roehl & Yi Investment Advisors, LLC 1.48% Add +0.7% 5,447 $3.7M
Mitchell McLeod Pugh & Williams Inc. 0.53% Add +1.6% 5,375 $3.7M
JGP Wealth Management, LLC 0.39% Add +69.7% 5,436 $3.7M
Epacria Capital Partners, LLC 2.95% No change 5,432 $3.7M
Sandy Cove Advisors, LLC 1.10% Reduce -3.8% 5,428 $3.7M
Sittner & Nelson, LLC 1.31% No change 5,355 $3.7M
Ironwood Investment Counsel, LLC 0.52% Add +2.0% 5,416 $3.7M
Redmont Wealth Advisors LLC 5.59% Reduce -0.4% 5,415 $3.7M
Sound Income Strategies, LLC 0.17% Reduce -26.7% 5,322 $3.7M
Steel Grove Capital Advisors, LLC 0.38% Add +0.2% 5,389 $3.7M
Sivia Capital Partners, LLC 0.74% No change 5,379 $3.7M
Raab & Moskowitz Asset Management LLC 0.80% Reduce -1.0% 5,364 $3.7M
Patton Albertson Miller Group, LLC 0.43% Reduce -0.9% 5,363 $3.7M
Freestate Advisors LLC 2.97% Add +0.5% 5,362 $3.7M
Summit Financial Strategies, Inc. 0.30% Add +2.5% 5,362 $3.7M
Gilbert & Cook, Inc. 0.46% Reduce -3.4% 5,350 $3.6M
Alamea Verwaltungs GmbH 2.46% Reduce -17.2% 5,301 $3.6M
Spirepoint Private Client, LLC 0.35% Reduce -2.2% 5,347 $3.6M
Greykasell Wealth Strategies, Inc. 1.44% Add +1.4% 5,345 $3.6M
Watershed Private Wealth LLC 1.09% No change 5,327 $3.6M
Wealthquest Corp 0.27% New 5,317 $3.6M
Duncan Williams Asset Management, LLC 0.90% Add +1.8% 5,279 $3.6M
Evensky & Katz LLC 0.20% Reduce -2.9% 5,306 $3.6M
Marble Wealth, LLC 0.50% — 5,302 $3.6M
Spinnaker Investment Group, LLC 0.66% Add +3.2% 5,302 $3.6M
Middleton & Co. Inc. 0.38% Reduce -1.9% 5,298 $3.6M
Wealth Management Partners, LLC 1.03% Add +5.5% 5,295 $3.6M
Greenfield Savings Bank 1.52% Add +3.2% 5,291 $3.6M
Value Investment Professionals, LLC 3.78% — 5,291 $3.6M
BankPlus Wealth Management LLC 1.99% Reduce -3.5% 5,285 $3.6M
Cape Cod Five Cents Savings Bank 0.33% No change 6,278 $3.6M
Resurgent Financial Advisors LLC 1.81% Reduce -26.2% 5,271 $3.6M
Breakwater Capital Group 0.50% Add +1.1% 5,265 $3.6M
Aviance Capital Partners, LLC 0.41% Add +0.3% 5,261 $3.6M
Bangor Savings Bank 0.29% Reduce -0.3% 5,257 $3.6M
LVW Advisors, LLC 0.36% Reduce -4.7% 5,253 $3.6M
Mason Investment Advisory Services, Inc. 0.17% Reduce -0.8% 5,252 $3.6M
Cardinal Point Capital Management ULC 0.23% Add +1.0% 5,232 $3.6M
Mirador Capital Partners LP 0.49% Add +11.0% 5,241 $3.6M
Integrated Financial Solutions, Inc. 2.52% Add +8.2% 5,206 $3.6M
SP Asset Management LLC 0.28% Add +0.3% 5,195 $3.5M
Rede Wealth, LLC 1.23% Add +204.9% 5,192 $3.5M
Fielder Capital Group LLC 0.75% No change 5,189 $3.5M
Vericrest Private Wealth 3.13% — 5,171 $3.5M
Trilogy Capital Inc. 0.16% Add +6.7% 5,170 $3.5M
Fire Capital Management LLC 1.76% Reduce -6.6% 5,170 $3.5M
Alpha Wealth Funds, LLC 2.37% Add +3.6% 5,169 $3.5M
Bourgeon Capital Management LLC 0.58% Add +73.9% 5,167 $3.5M
Black Diamond Financial, LLC 0.37% Add +0.1% 5,148 $3.5M
Strait & Sound Wealth Management LLC 1.31% Add +0.4% 5,145 $3.5M
Warner Financial, Inc. 1.22% Add +0.0% 5,139 $3.5M
1 North Wealth Services LLC 1.23% Add +13.3% 5,129 $3.5M
Omega Financial Group, LLC 1.16% Reduce -1.1% 5,122 $3.5M
Evergreen Advisors, LLC 0.85% — 5,120 $3.5M
Lynx Investment Advisory 1.90% Reduce -0.9% 5,108 $3.5M
Financial Advisors Network, Inc. 0.48% Reduce -0.0% 5,101 $3.5M
Noesis Capital Mangement Corp. 0.50% Add +1.4% 5,096 $3.5M
MOR Wealth Management, LLC 1.59% — 5,095 $3.5M
Leeward Financial Partners, LLC 0.98% Reduce -1.4% 5,093 $3.5M
Legacy Financial Advisors, Inc. 0.48% Add +23.4% 5,088 $3.5M
Arwa LLC 2.02% — 5,086 $3.5M
Eagle Wealth Strategies LLC 1.61% Reduce -1.8% 5,075 $3.5M
Flagstar Securities, Inc. 1.15% Reduce -48.4% 5,038 $3.4M
East Coast Asset Management, LLC. 1.01% Reduce -3.2% 5,041 $3.4M
Phillips Wealth Planners LLC 2.76% Add +985.3% 5,014 $3.4M
Madrid Wealth Management, LLC 2.79% — 5,038 $3.4M
Harris Associates (Oakmark Funds) 0.00% Add +151.7% 5,037 $3.4M
Redwood Investment Management, LLC 0.39% Reduce -44.8% 5,033 $3.4M
Rovin Capital /Ut/ 0.91% No change 5,027 $3.4M
Parisi Gray Wealth Management 0.78% Reduce -5.5% 5,014 $3.4M
Verus Financial Partners, Inc. 0.31% Reduce -0.8% 4,930 $3.4M
Builder Investment Group Inc. 0.74% Add +1.2% 5,003 $3.4M
Broderick Brian C 0.64% No change 5,000 $3.4M
Pavion Blue Capital, LLC 1.42% Reduce -0.1% 4,998 $3.4M
Bramshill Investments, LLC 0.19% Add +907.3% 4,996 $3.4M
Main Street Group, LTD 1.17% Add +4.9% 4,995 $3.4M
Asset Management Group, Inc. 0.55% Reduce -0.5% 4,994 $3.4M
Private Wealth Group, LLC 1.63% No change 4,994 $3.4M
Brandywine Oak Private Wealth LLC 0.29% Add +0.9% 4,987 $3.4M
Paladin Advisory Group, LLC 2.48% Reduce -3.3% 4,985 $3.4M
Olde Wealth Management, LLC 1.05% Add +5.1% 4,971 $3.4M
NFSG Corp 0.53% Add +21.7% 4,980 $3.4M
Asset Allocation & Management Company, LLC 1.36% No change 4,979 $3.4M
Tranquilli Financial Advisor LLC 1.97% Reduce -0.5% 4,976 $3.4M
Dorsey Wright & Associates 0.74% Add +1477.8% 4,970 $3.4M
Epiq Partners, LLC 1.62% Reduce -2.2% 4,959 $3.4M
Beaumont Financial Advisors, LLC 0.22% Reduce -4.1% 4,958 $3.4M
Cottage Street Advisors LLC 1.43% Reduce -0.3% 4,956 $3.4M
Werba Rubin Papier Wealth Management 0.91% Reduce -19.0% 4,951 $3.4M
Searle & Co. 0.87% No change 4,950 $3.4M
Bank Ozk 1.19% Add +0.2% 4,943 $3.4M
Madrona Financial Services, LLC 0.72% Reduce -0.0% 4,932 $3.4M
MLP3, LLC 3.66% — 4,922 $3.4M
Meramec Financial Planners, LLC 1.31% — 4,859 $3.4M
Crown Wealth Group, LLC 0.93% Add +61.6% 4,902 $3.3M
Pennsylvania Capital Management Inc. 0.92% Reduce -0.3% 4,900 $3.3M
Investor's Fiduciary Advisor Network, LLC 0.71% Add +194.4% 4,885 $3.3M
Meridian Investment Counsel Inc. 0.80% Reduce -0.8% 4,884 $3.3M
Nikulski Financial, Inc. 0.79% Reduce -29.6% 4,874 $3.3M
Bank of Nova Scotia Trust Co. 0.29% Add +28.9% 4,863 $3.3M
Burford Brothers, Inc. 1.36% Add +22.6% 4,847 $3.3M
Simplicity Wealth,LLC 0.20% Reduce -37.3% 4,846 $3.3M
Merkkuri Wealth Advisors LLC 2.25% Reduce -17.6% 4,845 $3.3M
Harbour Capital Advisors, LLC 0.67% Reduce -0.2% 4,834 $3.3M
VeraBank, N.A. 0.60% Reduce -4.1% 4,839 $3.3M
Elwood & Goetz Wealth Advisory Group, LLC 0.58% Add +5.1% 4,839 $3.3M
ICW Investment Advisors LLC 1.20% Add +30.8% 4,838 $3.3M
Trust Co of the South 0.53% Reduce -2.2% 4,835 $3.3M
Fortress Financial Group, LLC 2.43% Add +0.2% 4,826 $3.3M
Alterna Wealth Management, Inc. 2.74% Reduce -15.7% 4,821 $3.3M
Manchester Financial Inc. 0.61% Reduce -1.9% 4,812 $3.3M
Pacific Center for Financial Services 0.84% No change 4,917 $3.3M
Ellevest, Inc. 0.45% Add +0.0% 4,797 $3.3M
Fortem Financial Group, LLC 0.87% Add +1.6% 4,796 $3.3M
Noked Israel Ltd 0.52% No change 4,794 $3.3M
Financial Enhancement Group LLC 0.42% Reduce -3.6% 4,766 $3.3M
JM2 Capital Inc. 2.62% — 4,788 $3.3M
Centurion Wealth Management LLC 0.72% Add +6.8% 4,785 $3.3M
TBH Global Asset Management, LLC 0.54% Add +12.6% 4,757 $3.2M
Clarity Capital Advisors, LLC 1.62% Add +0.1% 4,754 $3.2M
Verum Partners LLC 0.65% Reduce -0.0% 4,743 $3.2M
1834 Investment Advisors Co. 0.41% Reduce -13.9% 4,740 $3.2M
Oarsman Capital, Inc. 0.42% Add +10.2% 4,739 $3.2M
Leigh Baldwin & Co., LLC 2.12% Add +1.9% 4,738 $3.2M
Cascade Financial Partners, LLC 0.33% Reduce -0.8% 4,736 $3.2M
Axis Wealth Partners, LLC 1.78% Reduce -0.4% 4,735 $3.2M
Colonial Trust Advisors 0.24% Add +4.9% 4,722 $3.2M
Permanens Capital L.P. 0.42% Add +9.0% 4,707 $3.2M
Rollins Financial Advisors, LLC 0.47% Reduce -0.9% 4,720 $3.2M
Valley Wealth Managers, Inc. 0.21% Reduce -7.5% 4,711 $3.2M
MPS Loria Financial Planners, LLC 0.83% Add +6.9% 4,707 $3.2M
Peterson Wealth Services 0.82% Add +273.5% 4,706 $3.2M
Fortress Private Ledger, LLC 1.06% Add +3.8% 4,704 $3.2M
Integral Investment Advisors, Inc. 0.80% Add +4.2% 4,704 $3.2M
Virtue Asset Management LLC 2.61% Reduce -0.4% 4,700 $3.2M
SOA Wealth Advisors, LLC. 0.53% Reduce -0.5% 4,693 $3.2M
Ameraudi Asset Management, Inc. 1.76% No change 4,688 $3.2M
Olistico Wealth, LLC 1.56% Reduce -1.6% 4,685 $3.2M
Total Wealth Planning & Management, Inc. 2.53% — 4,680 $3.2M
Curran Financial Partners, LLC 0.61% Reduce -2.2% 4,679 $3.2M
First County Bank 1.68% Reduce -7.0% 4,677 $3.2M
Armstrong Henry H Associates Inc. 0.30% Add +0.0% 4,674 $3.2M
Aurelius Family Office LLC 1.37% Reduce -0.1% 4,631 $3.2M
Barnes Wealth Management Group, Inc 1.70% Reduce -0.4% 4,658 $3.2M
Osbon Capital Management LLC 2.97% — 4,649 $3.2M
Advyzon Investment Management, LLC 0.37% Add +156.2% 4,632 $3.2M
Realta Investment Advisors 1.04% Reduce -14.1% 4,631 $3.2M
Calder Financial LLC 3.10% — 4,629 $3.2M
Park Edge Advisors, LLC 0.71% Add +5.7% 4,624 $3.2M
Laffer Tengler Investments, Inc. 0.55% No change 4,604 $3.1M
VUB Generali dochodkova spravcovska spolocnost, a.s. 2.40% — 4,600 $3.1M
Merrion Investment Management Co, LLC 1.69% Reduce -0.2% 4,597 $3.1M
Koss-Olinger Consulting, LLC 0.24% Reduce -30.1% 4,596 $3.1M
Ceeto Capital Group, LLC 0.91% No change 4,580 $3.1M
Newman Dignan & Sheerar, Inc. 0.65% Reduce -0.4% 4,569 $3.1M
Israel Discount Bank of New York 8.47% Add +982.2% 4,567 $3.1M
Sierra Summit Advisors LLC 0.48% Reduce -4.7% 4,562 $3.1M
NorthStar Asset Management LLC 1.40% Add +4.2% 4,561 $3.1M
Ironwood Financial, llc 0.53% Reduce -8.0% 4,466 $3.1M
Power Wealth Management LLC 1.09% Reduce -7.2% 4,551 $3.1M
Wellington Shields Capital Management, LLC 0.45% Add +7.3% 4,551 $3.1M
Equita Financial Network, Inc. 0.93% Reduce -1.0% 4,549 $3.1M
WealthSpring Partners, LLC 3.18% — 4,548 $3.1M
Geometric Wealth Advisors 0.40% Add +1.0% 4,517 $3.1M
Cadinha & Co. LLC 0.47% Reduce -0.8% 4,514 $3.1M
Westwind Capital 0.63% Add +140.2% 4,513 $3.1M
Maple Capital Management, Inc. 0.19% Add +1.9% 4,506 $3.1M
Longview Financial Advisors, Inc. 2.09% Reduce -0.9% 4,503 $3.1M
Adkins Seale Capital Management LLC 3.03% — 4,496 $3.1M
OMNI 360 Wealth, Inc. 1.57% Add +9.7% 4,440 $3.1M
Cahaba Wealth Management, Inc. 0.21% Reduce -1.6% 4,493 $3.1M
Mach-1 Financial Group, LLC 0.63% Add +540.3% 4,482 $3.1M
ICG Advisors, LLC 8.26% — 4,471 $3.1M
Spectrum Wealth Advisory Group, LLC 1.12% Reduce -6.9% 4,478 $3.1M
MV Capital Management, Inc. 0.29% Reduce -1.6% 4,473 $3.1M
Kelsey Financial, LLC 2.62% — 4,469 $3.0M
Center for Financial Planning, Inc. 0.32% Reduce -10.3% 4,463 $3.0M
American Capital Advisory, LLC 1.32% Add +35.0% 4,451 $3.0M
TPG Advisors LLC 1.89% Add +0.2% 4,450 $3.0M
Aull & Monroe Investment Management Corp 1.52% Add +2.6% 4,448 $3.0M
Cooper/Haims Advisors, LLC 1.38% Add +0.2% 4,447 $3.0M
Bull Street Advisors, LLC 1.41% Reduce -1.0% 4,442 $3.0M
Arbor Wealth Advisors LLC 2.16% No change 4,441 $3.0M
PUREfi Wealth, LLC 2.32% Reduce -0.4% 4,434 $3.0M
Optima Capital LLC 1.31% Reduce -25.3% 4,422 $3.0M
Confluence Wealth Services, Inc. 0.12% Add +0.7% 4,415 $3.0M
Cherrydale Wealth Management, LLC 0.91% Add +0.3% 4,412 $3.0M
Hillman Co. 1.04% No change 4,411 $3.0M
Fiduciary Financial Group, LLC 0.42% Add +9.8% 4,396 $3.0M
Affinity Capital Advisors, LLC 0.41% Reduce -3.2% 4,395 $3.0M
Davidson Trust Co. 1.25% Add +6.0% 4,391 $3.0M
Cooksen Wealth, LLC 2.18% Reduce -0.7% 4,379 $3.0M
High Falls Advisors, Inc 0.60% Reduce -19.4% 4,377 $3.0M
YANKCOM Partnership 1.27% Add +6.3% 4,366 $3.0M
Washington Trust Bank 0.21% Add +254.0% 4,365 $3.0M
City State Bank 0.81% Reduce -0.2% 4,361 $3.0M
Consilium Wealth Advisory, LLC 1.10% Reduce -1.4% 4,356 $3.0M
Paces Ferry Wealth Advisors, LLC 1.21% Reduce -0.5% 4,355 $3.0M
Anchyra Partners LLC 0.91% — 4,341 $3.0M
BNC Wealth Management, LLC 0.76% Reduce -1.8% 4,338 $3.0M
Old Peak Finance LLC 1.83% — 4,338 $3.0M
SkyOak Wealth, LLC 0.53% Reduce -0.5% 4,333 $3.0M
Beck Bode, LLC 0.49% Add +752.4% 4,330 $3.0M
ProVise Management Group, LLC 0.21% Reduce -1.1% 4,330 $3.0M
CFC Planning Co LLC 2.27% Add +14.0% 4,325 $2.9M
First Commonwealth Financial Corp 0.49% Reduce -0.3% 4,321 $2.9M
Tufton Capital Management 0.51% Reduce -4.5% 4,312 $2.9M
BWM Planning, LLC 0.79% Add +0.1% 4,311 $2.9M
Capstone Financial Advisors, Inc. 0.16% Reduce -0.9% 4,301 $2.9M
Hilltop National Bank 0.71% Add +0.4% 4,300 $2.9M
Telos Capital Management, Inc. 0.27% Add +39.0% 4,297 $2.9M
Grange Capital, LLC 2.81% Reduce -1.4% 4,295 $2.9M
Worth Financial Advisory Group, LLC 1.42% Add +2.7% 4,292 $2.9M
WealthCare Asset Management, LLC 2.70% — 4,377 $2.9M
Capital Insight Partners, LLC 0.62% Reduce -29.7% 4,290 $2.9M
Mathes Company, Inc. 1.05% Reduce -10.5% 4,280 $2.9M
D L Carlson Investment Group Inc. 0.49% Add +0.6% 4,280 $2.9M
Kelleher Financial Advisors 0.68% Add +0.0% 4,280 $2.9M
River Street Advisors LLC 1.09% Reduce -3.7% 4,277 $2.9M
ARS Wealth Advisors Group, LLC 0.26% Reduce -35.4% 4,271 $2.9M
Snider Financial Group 0.77% Add +16.2% 4,259 $2.9M
Bayshore Capital Advisors, LLC 1.45% — 4,259 $2.9M
Gradient Investments LLC 0.05% Add +92.1% 4,258 $2.9M
McIlrath & Eck, LLC 0.27% Reduce -3.3% 4,250 $2.9M
McDaniel Terry & Co. 0.25% Add +0.4% 4,218 $2.9M
Lake Street Private Wealth, LLC 0.35% Add +2.6% 4,215 $2.9M
Baron Silver Stevens Financial Advisors, LLC 0.41% Add +4.9% 4,213 $2.9M
Elmwood Wealth Management, Inc. 0.91% Add +304.9% 4,211 $2.9M
Yardley Wealth Management LLC 1.53% No change 4,208 $2.9M
Archford Capital Strategies, LLC 0.33% Add +0.0% 4,197 $2.9M
Permanent Capital Management, LP 0.56% Reduce -23.7% 4,185 $2.9M
Team Hewins, LLC 0.92% Add +0.2% 4,185 $2.9M
Trevian Wealth Management LLC 1.36% Add +64.5% 4,191 $2.9M
CM Wealth Advisors LLC 0.65% Add +23.0% 4,174 $2.9M
Chesapeake Asset Management LLC 2.36% Add +6.7% 4,164 $2.8M
Trust Co. of Toledo NA 0.28% Reduce -8.7% 4,173 $2.8M
FMB Wealth Management 1.12% Add +9.7% 4,170 $2.8M
Financial Synergies Wealth Advisors, Inc. 0.27% Reduce -19.8% 4,166 $2.8M
Allred Capital Management, LLC 1.03% Add +0.4% 4,165 $2.8M
Claris Financial LLC 1.51% Reduce -0.2% 4,162 $2.8M
Flaharty Asset Management, LLC 0.35% Reduce -0.9% 4,162 $2.8M
EdgeRock Capital LLC 0.75% Add +4.7% 4,156 $2.8M
Stone Summit Wealth LLC 0.77% Reduce -3.0% 4,151 $2.8M
White Lighthouse Investment Management Inc. 0.39% Add +3.3% 4,117 $2.8M
Blue Chip Partners, LLC 0.20% Add +0.0% 4,110 $2.8M
Euclidean Capital LLC 0.76% No change 4,104 $2.8M
Rydar Equities, Inc. 2.18% Add +0.9% 4,101 $2.8M
Baldwin Investment Management, LLC 0.32% Reduce -0.6% 4,097 $2.8M
Bluedoor Private Wealth, LLC 1.29% — 4,097 $2.8M
Hurley Capital, LLC 1.57% Add +0.1% 4,096 $2.8M
Sterling Investment Counsel, LLC 0.80% Reduce -0.2% 4,090 $2.8M
Pandora Wealth, Inc. 1.69% Reduce -0.7% 4,088 $2.8M
General Partner, Inc. 1.58% No change 4,088 $2.8M
Wallington Asset Management, LLC 0.35% Reduce -11.9% 4,087 $2.8M
Alpha Zero LLC 1.52% Reduce -2.3% 4,082 $2.8M
Dala Group, LLC 2.41% — 4,075 $2.8M
Annis Gardner Whiting Capital Advisors, LLC 0.53% No change 4,063 $2.8M
10Elms LLP 2.91% Reduce -7.0% 4,072 $2.8M
Miramar Fiduciary Corp 2.15% No change 4,056 $2.8M
Cambridge Financial Group, Inc. 1.06% Add +321.2% 4,065 $2.8M
Golden Reserve Retirement LLC 0.51% New 4,049 $2.8M
Resources Management Corp. /CT/ 0.36% Add +61.8% 4,044 $2.8M
Independent Wealth Advisors LLC 2.88% — 4,041 $2.8M
Charles Schwab Trust Co 0.18% Reduce -11.2% 4,034 $2.8M
Convergence Financial, LLC 0.40% Reduce -61.5% 4,031 $2.7M
WealthPoint Financial, LLC 2.39% — 4,023 $2.7M
Significant Wealth Partners LLC 3.05% Reduce -64.2% 4,015 $2.7M
Tudor Financial Inc. 1.40% No change 4,008 $2.7M
Spring Capital Management, LLC 1.38% No change 4,004 $2.7M
James Investment Research, Inc. 0.30% Reduce -7.3% 4,001 $2.7M
Highlander Partners, L.P. 0.98% No change 4,000 $2.7M
Global Assets Advisory, LLC 0.78% Add +4.3% 3,994 $2.7M
Silvia McColl Wealth Management, LLC 1.81% Add +7.6% 3,986 $2.7M
DGS Capital Management, LLC 0.47% Add +27.0% 3,979 $2.7M
Impact Capital Partners LLC 0.80% Add +16.8% 3,979 $2.7M
Stonehage Fleming Financial Services Holdings Ltd 0.08% Add +1.3% 3,978 $2.7M
J. Derek Lewis & Associates Inc. 0.64% — 3,976 $2.7M
Graybill Wealth Management, LTD. 0.80% Add +2.6% 3,967 $2.7M
Sculati Wealth Management, LLC 0.95% Reduce -1.2% 3,966 $2.7M
Hoese & Co LLP 1.93% Reduce -5.5% 3,961 $2.7M
T. Rowe Price Associates Inc. 0.00% Reduce -85.5% 3,958 $2.7M
1015 Capital Partners, LLC 2.65% — 3,950 $2.7M
Parkside Investments, LLC 0.34% Reduce -45.8% 3,947 $2.7M
Insight 2811, Inc. 1.19% Reduce -0.7% 3,943 $2.7M
Victory Financial Group, LLC 0.34% Add +53.8% 3,937 $2.7M
Goodman Financial Corp 0.51% No change 3,934 $2.7M
Palouse Capital Management, Inc. 1.75% Add +82.2% 3,929 $2.7M
Zevenbergen Capital Investments LLC 0.06% Reduce -18.7% 3,929 $2.7M
Erickson Financial Group, LLC 1.64% Reduce -7.5% 3,926 $2.7M
Wedgewood Investors Inc. 3.05% Reduce -4.2% 3,925 $2.7M
Cedrus Wealth Group LLC 2.47% — 3,923 $2.7M
Register Financial Advisors LLC 1.04% Add +2.3% 3,920 $2.7M
O'ROURKE & COMPANY, Inc 1.04% Add +5.8% 3,918 $2.7M
Panoramic Capital Partners, LLC 1.63% Reduce -0.7% 3,909 $2.7M
Redwood Family Wealth LLC 2.63% — 3,906 $2.7M
Canal Capital Management, LLC 0.38% Reduce -0.0% 3,898 $2.7M
Hughes Financial Services, LLC 0.42% Reduce -2.3% 3,896 $2.7M
Traphagen Investment Advisors LLC 0.22% Add +16.5% 3,894 $2.7M
SMI Advisory Services, LLC 0.46% Add +1.6% 3,809 $2.6M
Chung Wu Investment Group, LLC 2.16% No change 3,880 $2.6M
Comprehensive Financial Planning, Inc. 1.75% Add +0.6% 3,869 $2.6M
Bingham Private Wealth, LLC 2.27% — 3,861 $2.6M
Lazari Capital Management, Inc. 0.89% Reduce -0.6% 3,853 $2.6M
Cambridge Advisors Inc. 0.50% Reduce -5.5% 3,848 $2.6M
Sawgrass Asset Management LLC 0.33% No change 3,845 $2.6M
Eagle Rock Investment Company, LLC 0.37% Add +0.6% 3,844 $2.6M
Ebert Capital Management Inc. 2.53% — 3,787 $2.6M
Kornitzer Capital Management Inc. 0.05% Reduce -3.7% 3,842 $2.6M
Astoria Portfolio Advisors LLC. 0.60% Reduce -4.2% 3,836 $2.6M
Sage Advisors, LLC 1.73% Add +6.3% 3,835 $2.6M
Goldstein Advisors, LLC 0.30% No change 3,832 $2.6M
Tidemark, LLC 0.74% Reduce -9.9% 3,826 $2.6M
Blueline Advisors LLC 2.13% — 3,823 $2.6M
Grandfield & Dodd, LLC 0.15% Reduce -0.5% 3,820 $2.6M
GR Financial Group, LLC 0.58% Add +0.2% 3,803 $2.6M
Rockwood Wealth Management, LLC 0.19% Add +83.7% 3,802 $2.6M
Tran Capital Management, L.P. 0.31% Add +109.4% 3,797 $2.6M
Signet Financial Management, LLC 0.29% Add +1.4% 3,797 $2.6M
Stratos Investment Management, LLC 0.10% Add +10.5% 3,796 $2.6M
Whalerock Point Partners, LLC 0.51% Reduce -0.5% 3,787 $2.6M
CFO4Life Group, LLC 0.37% Reduce -0.4% 3,767 $2.6M
Founders Financial Securities LLC 0.15% Add +21.8% 3,744 $2.6M
Maia Wealth LLC 0.43% Add +3.6% 3,730 $2.5M
Centerstone Investors, LLC 7.96% Add +122.3% 3,713 $2.5M
JNBA Financial Advisors 0.22% Reduce -0.6% 3,713 $2.5M
Net Worth Advisory Group 0.51% Add +8.0% 3,710 $2.5M
Williams & Novak, LLC 1.90% Add +5.8% 3,705 $2.5M
Quotient Wealth Partners, LLC 0.07% Add +21.6% 3,705 $2.5M
Revisor Wealth Management LLC 0.68% Add +44.1% 3,670 $2.5M
Disciplined Investments, LLC 0.97% Reduce -0.8% 3,703 $2.5M
Ami Asset Management Corp. 0.14% Add +1.1% 3,701 $2.5M
Sheets Smith Wealth Management 0.28% Reduce -5.5% 3,698 $2.5M
Wallace Advisory Group, LLC 2.64% Add +1.8% 3,696 $2.5M
Chickasaw Capital Management LLC 0.10% No change 3,693 $2.5M
Congress Asset Management Co. 0.02% Add +18.8% 3,682 $2.5M
Transatlantique Private Wealth LLC 0.79% Add +245.4% 3,679 $2.5M
BLVD Private Wealth, LLC 2.18% Reduce -0.9% 3,672 $2.5M
Gladwyn Financial Advisors, Inc. 1.76% Reduce -23.4% 3,671 $2.5M
SB Capital Management Inc 0.92% — 3,668 $2.5M
Manhattan West Asset Management, LLC 0.51% Reduce -5.0% 3,665 $2.5M
Barr E S & Co. 0.13% No change 3,663 $2.5M
River Wealth Advisors LLC 0.28% Reduce -8.6% 3,658 $2.5M
Wagner Wealth Management, LLC 0.53% Add +2.6% 3,652 $2.5M
Grove Street Fiduciary, LLC 1.04% No change 3,651 $2.5M
Green Ridge Wealth Planning LLC 1.27% — 3,644 $2.5M
Uptown Financial Advisors LLC 2.12% Add +0.8% 3,644 $2.5M
National Wealth Management Group, LLC 0.86% Reduce -14.4% 3,636 $2.5M
Cordoba Advisory Partners LLC 0.61% — 3,635 $2.5M
Affinity Wealth Management LLC 0.35% No change 3,635 $2.5M
Seizert Capital Partners, LLC 0.10% New 3,626 $2.5M
Westside Investment Management, Inc. 0.40% Add +4.0% 3,622 $2.5M
BCR Wealth Strategies, LLC 0.82% Reduce -1.1% 3,620 $2.5M
Westwood Wealth Management 1.85% Add +65.5% 3,617 $2.5M
Lionshead Wealth Management, LLC 1.85% Reduce -3.2% 3,617 $2.5M
Elevatus Welath Management 0.67% Add +5.4% 3,614 $2.5M
Bulltick Wealth Management, LLC 0.52% Reduce -66.3% 3,593 $2.5M
Eldridge Investment Advisors, Inc. 0.54% Add +0.0% 3,599 $2.5M
Renaissance Investment Group LLC 0.49% Add +8.8% 3,595 $2.5M
Transce3nd, LLC 19.77% Reduce -10.9% 3,523 $2.5M
Costello Asset Management, INC 0.81% Reduce -0.5% 3,591 $2.4M
Cranbrook Wealth Management, LLC 0.48% Reduce -1.2% 3,589 $2.4M
Murphy & Mullick Capital Management Corp 1.76% Add +0.3% 3,589 $2.4M
Leith Wheeler Investment Counsel Ltd. 0.18% No change 3,585 $2.4M
J.P. Marvel Investment Advisors, LLC 0.34% No change 3,582 $2.4M
Wealth Alliance Advisory Group, LLC 0.42% Reduce -3.3% 3,582 $2.4M
HBW Advisory Services LLC 0.27% Add +9.9% 3,577 $2.4M
Violich Capital Management, Inc. 0.27% Add +9.5% 3,568 $2.4M
Chemistry Wealth Management LLC 0.46% Add +0.5% 3,567 $2.4M
Fairview Capital Investment Management, LLC 0.12% Add +0.7% 3,565 $2.4M
Baldwin Wealth Partners LLC 0.16% Reduce -10.9% 3,561 $2.4M
Evelyn Partners Investment Management LLP 0.07% No change 3,559 $2.4M
NWM Advisors, LLC 2.10% — 3,546 $2.4M
Turner Capital Investments, LLC 2.74% — 2,416,147 $2.4M
Blue Capital, Inc. 1.72% Add +64.7% 3,535 $2.4M
Melfa Wealth Management, Inc. 1.39% Add +0.0% 3,535 $2.4M
Root Financial Partners, LLC 0.12% Add +63.1% 3,532 $2.4M
Private Wealth Asset Management, LLC 0.26% Add +10.8% 3,532 $2.4M
IFC Advisors LLC 0.35% Reduce -15.6% 3,522 $2.4M
Readystate Asset Management LP 0.18% Add +122.6% 3,512 $2.4M
Sugar Maple Asset Management, LLC 1.61% Reduce -7.9% 3,503 $2.4M
Consilio Wealth Advisors, LLC 0.70% Reduce -0.1% 3,498 $2.4M
Shelton Capital Management 0.05% Add +25.4% 3,497 $2.4M
Tritonpoint Wealth, LLC 0.24% Reduce -40.6% 3,486 $2.4M
Agate Pass Investment Management, LLC 0.89% Reduce -0.5% 3,496 $2.4M
Tannin Capital LLC 2.13% — 3,496 $2.4M
Marshall Financial Group, LLC 0.46% Reduce -0.2% 3,495 $2.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.54% No change 3,492 $2.4M
Ameriflex Group, Inc. 1.24% Reduce -41.3% 3,490 $2.4M
Allegiance Financial Group Advisory Services LLC 0.50% Reduce -2.6% 3,479 $2.4M
Mainstream Capital Management LLC 1.55% Reduce -0.2% 3,473 $2.4M
Sensible Money, LLC 0.76% Add +12.3% 3,472 $2.4M
Portus Wealth Advisors, LLC 2.23% Add +1.4% 3,461 $2.4M
Hippocratic Financial Advisors, LLC 1.09% Reduce -0.2% 3,460 $2.4M
McBroom & Associates, LLC 1.15% Add +2.2% 3,458 $2.4M
Investors Asset Management of Georgia Inc. /Ga/ 0.97% Add +3.7% 3,448 $2.4M
CORDA Investment Management, LLC. 0.17% Add +5.5% 3,442 $2.3M
Members Wealth LLC 1.47% Reduce -13.2% 3,387 $2.3M
CapWealth Advisors, LLC 0.21% Reduce -2.0% 3,432 $2.3M
Acorn Wealth Advisors, LLC 0.70% Reduce -23.9% 3,428 $2.3M
Osprey Private Wealth LLC 0.67% Add +61.0% 3,425 $2.3M
Tortuga Wealth Management, Inc 2.46% — 3,419 $2.3M
United Advisor Group, LLC 0.30% Reduce -3.9% 3,418 $2.3M
Evelyn Partners Asset Management Ltd 0.55% Reduce -26.3% 3,417 $2.3M
Bradley & Co. Private Wealth Management, LLC 1.25% No change 3,416 $2.3M
Liberty Capital Management, Inc. 0.43% Reduce -0.2% 3,413 $2.3M
Delta Capital Management LLC 1.32% Reduce -2.0% 3,410 $2.3M
Auour Investments LLC 0.74% No change 3,409 $2.3M
Powell Investment Advisors, LLC 0.80% Add +3.8% 3,398 $2.3M
Brand Asset Management Group, Inc. 0.65% Add +4.8% 3,408 $2.3M
Founders Grove Wealth Partners, LLC 0.52% Reduce -4.8% 3,408 $2.3M
Pin Oak Investment Advisors Inc. 1.63% Reduce -19.2% 3,364 $2.3M
Valley National Advisers Inc. 0.32% Add +66.1% 3,408 $2.3M
Campbell Deegan Wealth Management, LLC 1.88% Reduce -0.3% 3,406 $2.3M
Park Place Capital Corp 0.48% Add +0.1% 3,404 $2.3M
Vaughan David Investments LLC 0.05% Reduce -5.1% 3,401 $2.3M
SYM FINANCIAL Corp 0.24% Add +5.2% 3,389 $2.3M
Ridgecrest Wealth Partners, LLC 1.25% Reduce -49.0% 3,381 $2.3M
Ahara Advisors LLC 2.10% — 3,381 $2.3M
Modus Advisors, LLC 0.61% Reduce -3.8% 3,377 $2.3M
Cherry Tree Wealth Management, LLC 0.49% Reduce -0.8% 3,373 $2.3M
Trillium Asset Management, LLC 0.07% Add +12.1% 3,367 $2.3M
Red Wave Investments LLC 0.68% Add +2.8% 3,365 $2.3M
Santori & Peters, Inc. 0.78% Reduce -0.6% 3,358 $2.3M
Garton & Associates Financial Advisors LLC 1.32% — 3,354 $2.3M
Winebrenner Capital Management LLC 1.52% Reduce -2.4% 3,350 $2.3M
Everpar Advisors LLC 0.85% Add +2.1% 3,346 $2.3M
Catalina Capital Group, LLC 1.40% Add +1.1% 3,341 $2.3M
Optimist Retirement Group LLC 1.04% No change 3,340 $2.3M
CoreFirst Bank & Trust 1.23% Reduce -0.6% 3,337 $2.3M
Sunpointe, LLC 0.75% Add +1.8% 3,321 $2.3M
Kohmann Bosshard Financial Services, LLC 0.21% Add +0.1% 3,326 $2.3M
FSA Advisors, Inc. 1.57% Add +248.0% 13,476 $2.3M
Kagan Cocozza Asset Management 1.61% Reduce -0.5% 3,322 $2.3M
Droms Strauss Advisors Inc. /Mo/ 0.60% Reduce -2.4% 3,320 $2.3M
Tableaux LLC 1.60% Reduce -50.3% 3,315 $2.3M
RTD Financial Advisors, Inc. 0.28% Add +5.4% 3,315 $2.3M
Diesslin Group, Inc. 0.90% — 3,315 $2.3M
Tred Avon Family Wealth, LLC 0.74% Add +1.0% 3,314 $2.3M
Hegarty Advisors, LLC 1.96% — 3,311 $2.3M
360 Financial, Inc. 0.68% Add +1.2% 3,308 $2.3M
MSH Capital Advisors LLC 0.48% Add +2.3% 3,298 $2.2M
Hopwood Nicholas Hunter 0.73% — 3,295 $2.2M
Astra Wealth Partners LLC 1.37% No change 3,284 $2.2M
Bright Financial Advisors, Inc. 1.06% Reduce -1.6% 3,292 $2.2M
Core Wealth Advisors, Inc. 0.58% Add +0.6% 3,284 $2.2M
Buck Wealth Strategies, LLC 0.28% Reduce -30.5% 3,274 $2.2M
Sonoma Allocations LLC 0.74% Add +0.3% 3,196 $2.2M
Roberts Wealth Advisors, LLC 0.58% Reduce -8.3% 3,256 $2.2M
Altfest L J & Co. Inc. 0.24% Add +3.2% 3,256 $2.2M
Bannerstone Capital Management, LLC 2.13% — 3,252 $2.2M
Callahan Advisors, LLC 0.18% Reduce -1.2% 3,250 $2.2M
London Co. of Virginia 0.01% Add +384.6% 3,242 $2.2M
Sterling Investment Advisors, Ltd. 0.41% Reduce -3.6% 3,238 $2.2M
Pathway Financial Advisers, LLC 0.64% Reduce -0.1% 3,232 $2.2M
Good Steward Wealth Advisors,LLC 1.45% Add +5.4% 3,225 $2.2M
Randolph Co Inc 0.21% No change 3,200 $2.2M
Warren Street Wealth Advisors, LLC 0.63% Reduce -25.3% 3,199 $2.2M
Midwest Financial Group LLC 0.96% Add +28.4% 3,195 $2.2M
Vines Capital Management, LLC 2.12% — 3,191 $2.2M
Selective Wealth Management, Inc. 0.68% Reduce -12.0% 3,142 $2.2M
Cordgrass Capital Advisors, LLC 0.52% Add +11.2% 3,187 $2.2M
Petersen Hastings Wealth Advisors Inc. 0.21% — 3,186 $2.2M
Country Trust Bank 0.04% Reduce -4.6% 3,184 $2.2M
Carl P. Sherr & Co., LLC 0.97% Add +61.3% 3,133 $2.2M
Widmann Financial Services, Inc. 1.32% Add +0.6% 3,176 $2.2M
Wingate Wealth Advisors, Inc. 1.21% Reduce -0.2% 3,173 $2.2M
Naviter Wealth, LLC 0.28% Reduce -27.8% 3,161 $2.2M
Granville Capital, Inc. 1.14% — 3,162 $2.2M
Able Wealth Management LLC 0.68% Add +2.6% 3,162 $2.2M
Wolff Wiese Magana LLC 1.18% Add +0.4% 3,159 $2.2M
Edgar Lomax Co. 0.16% Reduce -3.9% 3,150 $2.1M
SmartHarvest Portfolios, LLC 0.75% — 3,149 $2.1M
Coyle Financial Counsel LLC 0.46% Add +1.5% 3,146 $2.1M
Meyer Handelman Co. 0.07% Add +1.1% 3,145 $2.1M
Somerset Group LLC 1.62% No change 3,110 $2.1M
McKinley Carter Wealth Services, Inc. 0.12% Reduce -3.9% 3,142 $2.1M
REDW Wealth LLC 0.82% Reduce -17.5% 3,137 $2.1M
InTrack Investment Management Inc 1.19% Reduce -0.8% 3,128 $2.1M
Paradigm Capital Management, LLC 2.00% Add +12.4% 3,128 $2.1M
Falcon Wealth Planning 0.18% Reduce -13.6% 3,123 $2.1M
21 West Wealth Management LLC 1.94% Reduce -0.3% 3,120 $2.1M
Oxbow Advisors, LLC 0.19% Reduce -10.2% 3,119 $2.1M
Delta Asset Management LLC 0.18% Add +0.3% 3,118 $2.1M
Cannon Financial Strategists, Inc. 0.30% Reduce -2.5% 3,117 $2.1M
Sentry LLC 0.58% Reduce -3.6% 3,114 $2.1M
Wealth Group Ltd 0.48% Add +0.6% 3,113 $2.1M
PAX Financial Group, LLC 0.36% Reduce -2.8% 3,104 $2.1M
EJMK Ventures LLC 1.30% — 3,103 $2.1M
Bellevue Group AG 0.04% No change 3,100 $2.1M
Tobias Financial Advisors, Inc. 0.30% Add +1.0% 3,098 $2.1M
Argyle Capital Partners, LLC 1.54% Add +7.0% 3,086 $2.1M
Manske Wealth Management 0.62% No change 3,083 $2.1M
Strategic Advisors LLC 0.33% Add +1.9% 3,082 $2.1M
Acorn Financial Advisory Services Inc. 0.31% No change 3,082 $2.1M
One Charles Private Wealth Services, LLC 0.54% Add +52.3% 3,072 $2.1M
Granite Bay Wealth Management, LLC 0.51% No change 3,071 $2.1M
Dentgroup LLC 1.44% Add +2.0% 3,068 $2.1M
Legacy Private Trust Co. 0.12% Reduce -0.1% 3,056 $2.1M
Guardsman Private Capital Management, Inc. 1.66% — 3,050 $2.1M
Geneva Partners, LLC 0.74% Add +0.1% 3,044 $2.1M
Independent Wealth Network Inc. 0.63% Add +7.0% 3,038 $2.1M
Narus Financial Partners, LLC 0.57% Reduce -2.3% 3,024 $2.1M
Shepherd Street Advisors LLC 1.97% — 3,016 $2.1M
Fiduciary Family Office, LLC 0.59% Add +0.2% 3,014 $2.1M
Means Investment Co., Inc. 0.17% Reduce -4.4% 3,004 $2.0M
FUKOKU MUTUAL LIFE INSURANCE Co 0.13% New 3,000 $2.0M
HITE Hedge Asset Management LLC 0.13% No change 3,000 $2.0M
Senator Investment Group LP 0.08% Reduce -97.4% 3,000 $2.0M
Balance Wealth Partners LLC 0.66% Add +47.0% 2,999 $2.0M
NCP Inc. 1.65% Add +9.7% 2,998 $2.0M
Am Investment Strategies LLC 0.42% Reduce -1.6% 2,995 $2.0M
Argentarii, LLC 0.66% Add +115.9% 2,990 $2.0M
EMC Capital Management 0.90% No change 2,935 $2.0M
Byrne Financial Freedom, LLC 0.93% Add +0.1% 2,987 $2.0M
Arlington Trust Co LLC 0.21% Reduce -83.1% 2,985 $2.0M
Frisch Financial Group, Inc. 0.46% Add +0.1% 2,983 $2.0M
Shaker Investments LLC 0.85% Reduce -5.9% 2,983 $2.0M
Hanson & Doremus Investment Management 0.24% No change 2,979 $2.0M
Banta Asset Management LP 1.85% — 2,978 $2.0M
Buckhead Capital Management LLC 0.73% Add +15.1% 2,977 $2.0M
Bill Few Associates, Inc. 0.50% Reduce -19.3% 2,977 $2.0M
Proathlete Wealth Management LLC 0.55% Add +11.3% 2,976 $2.0M
CFS Investment Advisory Services, LLC 0.15% Reduce -3.4% 2,976 $2.0M
Sather Financial Group Inc 0.11% Reduce -12.1% 2,975 $2.0M
Arbor Investment Advisors, LLC 0.27% Reduce -1.0% 2,971 $2.0M
Aventura Private Wealth, LLC 0.73% No change 2,971 $2.0M
Financial Life Planners 1.45% Add +5.6% 2,969 $2.0M
ALM First Financial Advisors, LLC 0.40% New 2,969 $2.0M
Stonebrook Private Inc. 0.42% Add +4.9% 2,959 $2.0M
Clean Yield Group 0.56% No change 2,958 $2.0M
Taylor Financial Group, Inc. 1.18% No change 2,955 $2.0M
Trail Ridge Investment Advisors, LLC 0.87% Reduce -0.3% 2,955 $2.0M
Beaton Management Co. Inc. 0.89% Add +1.7% 2,955 $2.0M
Aire Advisors, LLC 0.37% Add +0.2% 2,955 $2.0M
Bonfire Financial 1.50% Add +34.0% 2,943 $2.0M
TigerOak Management, L.L.C. 0.61% Reduce -3.2% 2,948 $2.0M
Heartwood Wealth Advisors LLC 0.19% Add +27.8% 2,947 $2.0M
Nordwand Advisors, LLC 0.35% Reduce -2.0% 2,940 $2.0M
Stevens Capital Partners 0.52% Add +1.9% 2,940 $2.0M
May Hill Capital, LLC 0.54% Add +2.2% 2,935 $2.0M
Hemenway Trust Co LLC 0.15% Add +19.5% 2,933 $2.0M
Lumbard & Kellner, LLC 0.70% No change 2,932 $2.0M
Heritage Financial Services, LLC 0.17% Reduce -22.7% 2,928 $2.0M
Seek First Inc. 1.38% Reduce -2.0% 2,928 $2.0M
Mendel Money Management 0.83% Add +138.7% 2,922 $2.0M
Sutton Place Investors LLC 1.09% No change 2,921 $2.0M
B&D White Capital Company, LLC 0.23% Reduce -0.2% 2,917 $2.0M
Guardian Asset Advisors, LLC 1.03% Add +0.9% 2,914 $2.0M
WESCAP Management Group, Inc. 0.40% Reduce -32.0% 2,913 $2.0M
Ransom Advisory, Ltd 0.78% New 2,909 $2.0M
Portland Financial Advisors Inc 4.22% Reduce -12.9% 2,908 $2.0M
Hall Laurie J Trustee 0.66% No change 2,907 $2.0M
SK Wealth Management, LLC 0.55% Reduce -15.1% 2,852 $2.0M
Forbes Financial Planning, Inc. 1.16% Reduce -11.3% 2,897 $2.0M
October Effect Ltd 2.17% Add +13.3% 2,893 $2.0M
Atlanta Consulting Group Advisors, LLC 0.45% No change 2,884 $2.0M
Strata Wealth Advisors, LLC 0.55% Reduce -0.7% 2,887 $2.0M
Mandatum Life Insurance Co Ltd 0.45% No change 2,885 $2.0M
Bank of Marin 1.36% Reduce -1.7% 2,883 $2.0M
Exchange Bank 1.36% Reduce -0.2% 2,881 $2.0M
Sava Infond d.o.o. 0.27% Add +8.5% 2,880 $2.0M
Citizens & Northern Corp. 0.49% Add +3.0% 2,877 $2.0M
Beirne Wealth Consulting Services, LLC 0.57% Add +54.0% 2,867 $2.0M
Saxony Capital Management, LLC 1.20% Reduce -2.5% 2,873 $2.0M
Wallace Capital Management Inc. 0.24% Add +31.7% 2,867 $2.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.68% Add +1058.9% 2,851 $1.9M
BlackDiamond Wealth Management, LLC 0.95% Add +3.9% 2,802 $1.9M
Marathon Capital Management 0.42% Add +98.7% 2,851 $1.9M
D.B. Root & Company, LLC 0.47% Reduce -2.6% 2,851 $1.9M
Culbertson A N & Co. Inc. 0.27% Reduce -0.7% 2,849 $1.9M
TFC Financial Management, Inc. 0.24% Reduce -1.4% 2,843 $1.9M
Claret Asset Management Corp 0.23% Add +4.6% 2,843 $1.9M
Cambridge Financial Group, LLC 0.67% Add +5.9% 3,106 $1.9M
Meridian Financial Advisors, LLC 1.05% No change 2,833 $1.9M
Hutchinson Capital Management 0.33% Reduce -0.9% 2,829 $1.9M
MontVue Capital Management, Inc. 1.28% Reduce -8.4% 2,828 $1.9M
Summit Investment Advisory Services, LLC 0.73% Add +0.2% 2,820 $1.9M
United Asset Strategies, Inc. 0.15% Reduce -0.1% 2,812 $1.9M
Lee Danner & Bass Inc. 0.14% No change 2,812 $1.9M
Peck Wealth Management, LLC 1.81% No change 2,808 $1.9M
Disciplined Investors, L.L.C. 1.26% Reduce -0.1% 2,808 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +19.8% 2,805 $1.9M
Tanager Wealth Management LLP 0.19% Reduce -6.4% 2,804 $1.9M
Warburton Capital Management, LLC 1.08% No change 2,801 $1.9M
Summit Securities Group LLC 0.34% New 2,800 $1.9M
Radnor Capital Management, LLC 0.28% Add +1.1% 2,797 $1.9M
Navellier & Associates Inc. 0.21% Reduce -7.5% 2,797 $1.9M
Atlantic Edge Private Wealth Management, LLC 0.47% Reduce -0.3% 2,796 $1.9M
TFR Capital, LLC. 0.63% Reduce -2.6% 2,795 $1.9M
Spectrum Asset Management, Inc. (NB/CA) 0.63% Add +1.5% 2,781 $1.9M
Prosperity Financial Group, Inc. 0.69% Reduce -5.9% 2,788 $1.9M
Floyd Financial Group LLC 1.29% Add +0.8% 2,756 $1.9M
GoalVest Advisory LLC 0.36% Reduce -17.6% 2,784 $1.9M
Hansen & Associates Financial Group, Inc. 1.04% Add +15.6% 2,739 $1.9M
Aureum Wealth Management, LLC 1.76% — 2,775 $1.9M
Payne Capital Management, LLC 0.60% Add +5.6% 2,774 $1.9M
Community Financial Services Group, LLC 0.35% No change 2,767 $1.9M
Baxter Bros Inc. 0.22% Add +75.8% 2,761 $1.9M
Gilliland Jeter Wealth Management LLC 0.57% Add +0.6% 2,758 $1.9M
American Financial Advisors, LLC 0.24% Add +0.7% 2,756 $1.9M
Westbourne Investment Advisors, Inc. 0.52% Reduce -3.3% 2,756 $1.9M
Davidson Kahn Capital Management, LLC 0.98% Add +5.6% 2,755 $1.9M
JSF Financial, LLC 0.39% Reduce -4.1% 2,754 $1.9M
Excalibur Management Corp. 0.68% Add +9.9% 2,752 $1.9M
Larch Capital Partners LLC 0.26% — 2,742 $1.9M
V. M. Manning & Co., Inc. 1.89% Reduce -28.1% 2,747 $1.9M
Mogy Joel R Investment Counsel Inc. 0.10% Reduce -14.8% 2,744 $1.9M
Ayrshire Capital Management LLC 0.86% Add +0.1% 2,743 $1.9M
Gables Capital Management Inc. 0.79% Add +1.1% 2,739 $1.9M
North Berkeley Wealth Management, LLC 1.10% Reduce -11.7% 2,737 $1.9M
Westfuller Advisors, LLC 0.75% Add +1.2% 2,728 $1.9M
Insight Wealth Partners, LLC 0.78% Add +96.8% 2,734 $1.9M
Cowa, LLC 0.57% Reduce -10.1% 2,733 $1.9M
Cora Capital Advisors LLC 0.73% Add +37.5% 2,730 $1.9M
Birch Hill Investment Advisors LLC 0.08% Add +0.4% 2,729 $1.9M
Clarity Financial LLC 0.17% Add +0.9% 2,728 $1.9M
Occidental Asset Management, LLC 0.22% Add +2.3% 2,726 $1.9M
Expressive Wealth LLC 2.01% — 2,725 $1.9M
Hudson Portfolio Management LLC 1.60% Add +2.1% 2,722 $1.9M
Capital Investment Counsel, LLC 0.26% Reduce -0.9% 2,713 $1.9M
Unify Financial Advisors 1.93% — 2,711 $1.8M
Kelly Financial Services LLC 0.46% Reduce -7.3% 2,706 $1.8M
Accredited Investor Services, LLC 1.22% Reduce -4.5% 2,705 $1.8M
Clearwater Capital Advisors, LLC 0.15% Reduce -0.3% 2,703 $1.8M
Legacy Financial Group LLC 0.23% Reduce -4.0% 2,684 $1.8M
Upper Left Wealth Management, LLC 1.12% Reduce -1.4% 2,693 $1.8M
Atwood & Palmer Inc. 0.10% Add +0.0% 2,692 $1.8M
Valtinson Bruner Financial Planning LLC 0.53% Reduce -1.1% 2,690 $1.8M
truNorth Financial Services, Inc. 1.98% — 2,683 $1.8M
Purkiss Capital Advisors LLC 0.86% Add +0.2% 2,682 $1.8M
Long Road Investment Counsel, LLC 0.69% No change 2,679 $1.8M
Chatterton & Associates Inc. 1.56% — 2,676 $1.8M
High Probability Advisors, LLC 0.24% Reduce -1.8% 2,674 $1.8M
Medallion Wealth Advisors, LLC 0.61% Reduce -4.2% 2,670 $1.8M
Main Street Research LLC 0.10% Add +0.3% 2,663 $1.8M
Index Fund Advisors, Inc. 0.09% Reduce -4.5% 2,663 $1.8M
Ulland Investment Advisors, LLC 1.46% Reduce -7.7% 2,659 $1.8M
SS&H Financial Advisors, Inc. 0.53% No change 2,656 $1.8M
Miramar Capital, LLC 0.40% Add +8.7% 2,654 $1.8M
Abundance Wealth Counselors 0.31% Add +4.5% 2,654 $1.8M
Dodds Wealth, LLC 0.44% Add +0.2% 2,652 $1.8M
Cambridge Capital Management, LLC 0.81% Add +0.3% 2,652 $1.8M
Cape Ann Savings Bank 0.93% No change 2,649 $1.8M
Financial Council, LLC 0.72% No change 2,645 $1.8M
Bridgewealth Advisory Group, LLC 0.40% Reduce -0.4% 2,645 $1.8M
Advanced Asset Management Advisors Inc 0.49% Reduce -48.7% 2,641 $1.8M
Kavar Capital Partners Group, LLC 0.25% Reduce -1.2% 2,638 $1.8M
Pitti Group Wealth Management, LLC 1.48% Reduce -0.5% 2,634 $1.8M
Lantz Financial LLC 0.38% Reduce -10.8% 2,633 $1.8M
Sterling Financial Planning, Inc. 0.54% Add +4.6% 2,629 $1.8M
Darden Wealth Group Inc 0.87% Reduce -0.2% 2,625 $1.8M
Altus Wealth Management, LLC 0.77% Reduce -3.7% 2,622 $1.8M
Staley Capital Advisers Inc. 0.07% Reduce -3.3% 2,613 $1.8M
Axecap Investments, LLC 1.10% New 2,610 $1.8M
LaFleur & Godfrey LLC 0.21% Reduce -1.1% 2,602 $1.8M
Awm Capital, LLC 0.16% Reduce -1.0% 2,600 $1.8M
Pursuit Wealth Management LLC 1.52% — 2,600 $1.8M
Leslie Global Wealth, LLC 0.80% Add +30.3% 2,596 $1.8M
Wexford Capital LP 0.46% No change 2,596 $1.8M
Robinson Smith Wealth Advisors LLC 1.21% Add +0.1% 2,594 $1.8M
Integrity Wealth Solutions LLC 0.70% Add +0.3% 2,593 $1.8M
Bravias Capital Group, LLC 1.06% Add +0.2% 2,582 $1.8M
Planning Project LLC 0.44% — 2,575 $1.8M
Asset Advisors Investment Management, LLC 0.16% Reduce -8.8% 2,574 $1.8M
Gilman Hill Asset Management, LLC 0.28% Reduce -0.3% 2,563 $1.7M
Fulton Bank, N.A. 0.06% Add +1.8% 2,562 $1.7M
Bernard Wealth Management Corp. 0.71% No change 2,557 $1.7M
ESL Trust Services, LLC 0.33% Add +19.9% 2,553 $1.7M
Fingerlakes Wealth Management, Inc. 1.11% Add +0.3% 2,553 $1.7M
Curio Wealth, LLC 0.62% Add +10.5% 2,519 $1.7M
Pekin Hardy Strauss, Inc. 0.16% Add +1.2% 2,547 $1.7M
Peninsula Asset Management Inc. 0.89% Reduce -5.2% 2,545 $1.7M
Vestor Capital, LLC 0.15% Add +174.3% 8,000 $1.7M
WoodTrust Financial Corp 0.20% No change 2,540 $1.7M
Capital Investment Counsel, Inc 0.20% Reduce -1.5% 2,537 $1.7M
Addenda Capital Inc. 0.05% New 2,530 $1.7M
American Capital Management Inc. 0.08% No change 2,535 $1.7M
Bell Investment Advisors, Inc 0.27% Reduce -4.4% 2,532 $1.7M
Riverstone Advisors, LLC 0.81% Add +0.4% 2,526 $1.7M
First Bancorp, Inc 0.92% Add +5.1% 2,524 $1.7M
Pioneer Family Office, LLC 1.16% — 2,521 $1.7M
Catalyst Investment Management LLC 1.62% — 2,507 $1.7M
Blodgett Wealth Advisors, LLC 1.19% No change 2,504 $1.7M
Alpha Omega Wealth Management LLC 0.28% Add +0.2% 2,502 $1.7M
Formidable Asset Management, LLC 0.25% Reduce -0.8% 2,560 $1.7M
BCS Private Wealth Management, Inc. 0.58% Reduce -11.1% 2,493 $1.7M
Primoris Wealth Advisors, LLC 1.02% Reduce -0.2% 2,500 $1.7M
Gouws Capital LLC 0.90% No change 2,500 $1.7M
Dana Investment Advisors, Inc. 0.05% Add +3.0% 2,493 $1.7M
Trinity Legacy Partners, LLC 0.39% Reduce -2.9% 2,490 $1.7M
Regency Capital Management Inc.\DE 0.71% Add +20.1% 2,489 $1.7M
Eagle Bluffs Wealth Management LLC 0.69% Add +46.1% 2,483 $1.7M
Wealth Preservation Advisors, LLC 0.85% Reduce -8.9% 2,488 $1.7M
Cutler Investment Counsel LLC 0.18% Add +4.8% 2,480 $1.7M
Hutchens & Kramer Investment Management Group, LLC 0.59% Add +2.6% 2,487 $1.7M
Oath Planning, LLC 1.67% — 2,485 $1.7M
AAF Wealth Management, LLC 0.71% Add +60.8% 2,485 $1.7M
Investment Advisory Group, LLC 0.44% Reduce -0.3% 2,485 $1.7M
Tranquility Partners, LLC 0.61% Reduce -1.8% 2,482 $1.7M
KPP Advisory Services LLC 0.25% Reduce -66.7% 2,477 $1.7M
Retirement Investment Advisors, Inc. 0.14% Add +2.5% 2,477 $1.7M
Giverny Capital 0.06% No change 2,474 $1.7M
Odyssey Capital Advisors, Inc. 1.50% — 2,471 $1.7M
Avalon Capital Management 0.40% Add +59.6% 2,470 $1.7M
JT Stratford LLC 0.22% Reduce -9.9% 2,469 $1.7M
Southeast Asset Advisors, LLC 0.16% Reduce -0.8% 2,469 $1.7M
ASR Vermogensbeheer N.V. 0.02% Reduce -77.7% 2,463 $1.7M
Cane Capital Partners, LLC 0.70% — 2,460 $1.7M
Castle Wealth Management LLC 0.55% Add +0.0% 2,446 $1.7M
Compass Capital Management, Inc. 0.09% Add +28.3% 2,451 $1.7M
Clear Trail Advisors, LLC 0.39% — 2,449 $1.7M
Fort Sheridan Advisors LLC 0.21% No change 2,439 $1.7M
Allium Financial Advisors, LLC 1.32% Reduce -4.8% 2,438 $1.7M
Farmers & Merchants Trust Co of Chambersburg PA 0.47% Reduce -25.9% 2,437 $1.7M
Souders Financial Advisors 0.19% Add +32.8% 2,424 $1.7M
Yeomans Consulting Group, Inc. 0.48% Add +2.8% 2,414 $1.6M
Capstone Wealth Management Group, LLC 0.69% Add +587.4% 2,406 $1.6M
Triton Wealth Management, PLLC 0.62% Reduce -0.8% 2,384 $1.6M
Caitlin John, LLC 1.07% Reduce -58.3% 2,354 $1.6M
Westbourne Investments, Inc. 0.76% Reduce -8.6% 2,400 $1.6M
Asset Allocation Strategies LLC 0.30% Reduce -5.3% 2,394 $1.6M
Karpus Management, Inc. 0.05% Reduce -5.5% 2,390 $1.6M
Martel Wealth Advisors LLC 0.28% Reduce -1.1% 2,390 $1.6M
Empire Financial Management Company, LLC 0.35% Add +0.9% 2,388 $1.6M
TMB Capital Partners, LLC 0.56% — 2,385 $1.6M
Steigerwald, Gordon & Koch Inc. 0.16% Add +1.8% 2,385 $1.6M
MA Private Wealth 0.27% Reduce -12.3% 2,384 $1.6M
First Command Advisory Services, Inc. 0.01% Reduce -1.3% 2,384 $1.6M
MRA Advisory Group 0.68% Add +38.0% 2,381 $1.6M
Bruce G. Allen Investments, LLC 1.10% No change 2,376 $1.6M
Aspen Capital Management, LLC 0.40% No change 2,375 $1.6M
Fairman Group, LLC 1.29% Add +10.5% 2,366 $1.6M
Intellectus Partners, LLC 0.31% Add +0.7% 2,365 $1.6M
San Luis Wealth Advisors LLC 0.27% Add +0.7% 2,368 $1.6M
Valpey Financial Services, LLC 1.03% Add +22.3% 2,366 $1.6M
Bernardo Wealth Planning LLC 0.31% Reduce -1.1% 2,358 $1.6M
Lloyd Advisory Services, LLC. 0.62% New 2,358 $1.6M
Headinvest, LLC 0.32% Reduce -0.1% 2,346 $1.6M
North Dallas Bank & Trust Co. 1.04% — 2,345 $1.6M
Kapstone Financial Advisors LLC 0.79% Add +12.8% 2,344 $1.6M
Wealthcare Capital Partners, LLC 0.75% Add +0.8% 2,339 $1.6M
First PREMIER Bank 0.36% Reduce -0.8% 2,334 $1.6M
Stonehaven Wealth & Tax Solutions, LLC 1.43% Reduce -2.5% 2,334 $1.6M
HFG Wealth Management, LLC 0.87% Reduce -22.4% 2,325 $1.6M
Mars Jewett Financial Group, Inc. 0.47% — 2,287 $1.6M
Core Wealth Partners LLC 0.71% Reduce -7.0% 2,317 $1.6M
TritonPoint Partners, LLC 0.84% — 2,310 $1.6M
Serenity Investment Advisors 0.92% — 2,290 $1.6M
Moisand Fitzgerald Tamayo, LLC 0.18% No change 2,315 $1.6M
N.E.W. Advisory Services LLC 0.12% Add +0.5% 2,308 $1.6M
Orcam Financial Group 1.18% Reduce -6.2% 2,308 $1.6M
Capital CS Group, LLC 2.49% Add +2.7% 2,306 $1.6M
Lakeridge Wealth Management LLC 0.71% Reduce -4.4% 2,305 $1.6M
Davis Capital Management 1.08% No change 2,304 $1.6M
Silverleafe Capital Partners, LLC 0.47% Add +0.1% 2,302 $1.6M
Wellment Financial 1.84% New 2,300 $1.6M
Ironwood Wealth Management, LLC. 0.46% No change 2,300 $1.6M
Capital Asset Managemnet, LLC 1.73% — 2,295 $1.6M
KW Wealth Management LLC 2.37% Add +6.3% 2,294 $1.6M
Quantum Financial Advisors, LLC 0.18% Reduce -5.3% 2,292 $1.6M
Lionsbridge Wealth Management LLC 1.58% Add +146.6% 2,288 $1.6M
J. L. Bainbridge & Co., Inc. 0.13% Add +4.4% 2,286 $1.6M
Janney Capital Management LLC 0.10% No change 2,283 $1.6M
Elite Wealth Management, Inc. 0.42% Reduce -13.7% 2,283 $1.6M
Compagnie Lombard Odier SCmA 0.02% New 2,270 $1.5M
Fund 1 Investments, LLC 0.22% New 2,267 $1.5M
Level Financial Advisors 0.41% Reduce -40.5% 2,267 $1.5M
Mascagni Wealth Management, Inc. 1.15% Add +5.8% 2,267 $1.5M
Lawson Kroeker Investment Management Inc. 0.46% Reduce -55.4% 2,265 $1.5M
Cypress Asset Management Inc. 0.34% Reduce -0.8% 2,264 $1.5M
Townsend Asset Management Corp. /NC/ 0.54% Reduce -3.3% 2,263 $1.5M
Philadelphia Trust Co. 0.11% Reduce -0.1% 2,263 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.43% Add +0.1% 2,255 $1.5M
WMG Financial Advisors, LLC 0.63% Reduce -56.5% 2,251 $1.5M
Pinion Investment Advisors, LLC 0.37% Add +3.0% 2,245 $1.5M
Alerus Financial NA 0.07% Reduce -1.1% 2,244 $1.5M
Hudson Value Partners, LLC 0.46% Reduce -9.9% 2,235 $1.5M
Mattern Capital Management, LLC 0.18% No change 2,231 $1.5M
Marino, Stram & Associates LLC 0.27% Reduce -16.3% 2,231 $1.5M
Seros Financial, LLC 0.89% Reduce -0.1% 2,225 $1.5M
Strid Group, LLC 0.19% Add +9.9% 2,223 $1.5M
Fourpath Capital Management, LLC 0.21% No change 2,222 $1.5M
Missouri Trust & Investment Co 0.44% Add +1.5% 2,220 $1.5M
Pathfinder Wealth Consulting, Inc. 0.95% — 2,216 $1.5M
Seamount Financial Group Inc. 0.69% Add +17.7% 2,215 $1.5M
Yarger Wealth Strategies, LLC 0.65% Add +0.3% 2,214 $1.5M
Capital Planning Advisors, LLC 0.20% Reduce -1.7% 2,212 $1.5M
Natural Investments, LLC 0.38% Reduce -16.4% 2,213 $1.5M
Crusonia Wealth Advisors LLC 0.33% — 2,211 $1.5M
Leonard Rickey Investment Advisors P.L.L.C. 0.27% Reduce -0.8% 2,210 $1.5M
Riverbend Wealth Management, LLC 0.95% No change 2,207 $1.5M
W.H. Cornerstone Investments Inc. 0.91% Add +0.2% 2,206 $1.5M
Parthenon LLC 0.16% No change 2,204 $1.5M
Front Row Advisors LLC 0.50% Reduce -7.7% 2,197 $1.5M
Armor Investment Advisors, LLC 0.55% Add +0.1% 2,199 $1.5M
Everhart Financial Group, Inc. 0.14% Reduce -1.1% 2,197 $1.5M
Viewpoint Capital Management LLC 0.65% No change 2,197 $1.5M
CacheTech Inc. 0.28% Add +4.8% 2,190 $1.5M
3Chopt Investment Partners, LLC 0.33% Reduce -0.1% 2,182 $1.5M
Your Advocates Ltd., LLP 0.49% Reduce -10.8% 2,188 $1.5M
JPL Wealth Management, LLC 0.36% Reduce -13.8% 2,185 $1.5M
Weatherly Asset Management L. P. 0.11% Reduce -1.2% 2,178 $1.5M
Family Office Research LLC 0.61% Add +4.5% 2,162 $1.5M
Gibbs Wealth Management 0.36% No change 2,143 $1.5M
Ascension Capital Advisors, Inc. 0.51% Add +5.4% 2,176 $1.5M
Fortis Capital Management LLC 0.20% Add +181.1% 2,159 $1.5M
Mustico Financial Group, Inc. 1.13% New 2,157 $1.5M
VAUGHAN & Co SECURITIES, INC. 0.76% No change 2,150 $1.5M
SL Advisors, LLC 3.00% No change 2,147 $1.5M
Westhampton Capital, LLC 0.69% Add +370.6% 2,141 $1.5M
Investment House LLC 0.07% Reduce -71.5% 2,137 $1.5M
CNB Bank 0.60% Reduce -10.1% 2,134 $1.5M
Paragon Private Wealth Management, LLC 0.45% Add +577.1% 2,133 $1.5M
Wealthspan Partners, LLC 0.53% Add +0.6% 2,131 $1.5M
Level Wealth Management LLC 0.74% Add +96.4% 2,123 $1.5M
Rosenblum Silverman Sutton S F Inc. 0.34% Add +1.8% 2,128 $1.5M
Mountain Pacific Investment Advisers LLC 0.23% No change 2,123 $1.4M
Alpha Financial Partners LLC 0.88% No change 2,123 $1.4M
McGuire Investment Group, LLC 0.15% No change 2,121 $1.4M
Jessup Wealth Management, Inc 0.48% Add +29.5% 2,121 $1.4M
Diversified Investment Strategies, LLC 0.95% No change 2,120 $1.4M
Aberdeen Group plc 0.00% No change 2,117 $1.4M
Integrity Advisory Solutions, LLC 0.21% Add +201.9% 2,113 $1.4M
Marshall & Sterling Wealth Advisors Inc. 0.95% Reduce -6.0% 2,112 $1.4M
Brooklyn FI, LLC 0.31% Add +23.1% 2,111 $1.4M
BankPlus Trust Department 0.38% Reduce -0.5% 2,110 $1.4M
Retirement Solution LLC 0.32% Add +38.3% 2,110 $1.4M
ERn Financial, LLC 0.27% Reduce -0.7% 2,107 $1.4M
Friedenthal Financial 0.74% Reduce -7.9% 2,107 $1.4M
Praetorian Wealth Management, Inc. 0.28% New 2,102 $1.4M
SJS Investment Consulting Inc. 0.18% Add +12.5% 2,101 $1.4M
Pacific Asset Management, LLC 0.86% Add +0.2% 2,101 $1.4M
Richardson Financial Services Inc. 0.46% Add +5.6% 2,336 $1.4M
Fortune Financial Advisors, LLC 0.97% Reduce -1.0% 2,099 $1.4M
Courage Miller Partners, LLC 0.43% Reduce -2.1% 2,099 $1.4M
Blue Zone Wealth Advisors, LLC 0.27% Add +0.4% 2,098 $1.4M
Horizon Investments, LLC 0.02% Add +27.3% 2,096 $1.4M
Financial Alternatives, Inc 0.83% Add +6.7% 2,095 $1.4M
Gallacher Capital Management LLC 0.55% Add +5.1% 2,093 $1.4M
Intesa Sanpaolo Wealth Management 0.29% — 2,088 $1.4M
Silver Grove Financial Group, Inc. 1.23% Add +4.7% 2,086 $1.4M
Approach Retirement Advisors, LLC 1.23% — 2,086 $1.4M
Key Financial Inc 0.26% No change 2,083 $1.4M
Princeton Global Asset Management LLC 0.23% Add +12.4% 2,077 $1.4M
Sendero Wealth Management, LLC 0.16% Add +18.3% 2,074 $1.4M
Massachusetts Wealth Management 0.66% Add +0.4% 2,068 $1.4M
Alpine Global Management, LLC 0.34% Add +415.8% 2,063 $1.4M
Burton Enright Welch 0.20% Add +15.1% 2,063 $1.4M
QTR Family Wealth, LLC 0.62% Add +32.1% 2,032 $1.4M
Red Tortoise LLC 0.60% Reduce -3.3% 2,060 $1.4M
Precedent Wealth Partners, LLC 0.29% No change 2,059 $1.4M
Stenger Family Office, LLC 0.29% Reduce -42.5% 2,542 $1.4M
Bci Securities, Inc. 12.11% — 2,056 $1.4M
Arcadia Wealth Management, Inc. 0.80% Add +0.3% 2,056 $1.4M
Oberweis Asset Management Inc./ 0.05% Reduce -5.4% 2,055 $1.4M
Financial Security Advisor, Inc. 0.27% Reduce -3.8% 2,049 $1.4M
Wealth Management Nebraska 0.16% Add +27.9% 2,051 $1.4M
Columbia Bank 0.39% Reduce -0.5% 2,047 $1.4M
Narwhal Capital Management 0.10% Add +3.9% 2,047 $1.4M
Archer Investment Corp 0.32% Reduce -2.1% 2,046 $1.4M
Investment Partners Asset Management, Inc. 0.87% No change 2,046 $1.4M
Sacks & Associates, LLC 1.02% — 2,046 $1.4M
Shakespeare Wealth Management, LLC 0.31% Add +2.5% 2,044 $1.4M
Wiser Wealth Management, Inc 0.31% Reduce -0.4% 2,036 $1.4M
Torrey Growth & Income Advisors 0.48% Add +48.8% 2,032 $1.4M
LVZ, Inc. 0.15% Add +69.6% 2,030 $1.4M
Lincoln Capital Corp. 0.49% Add +0.5% 2,027 $1.4M
KMT Wealth Management, LLC 0.74% Reduce -42.5% 2,026 $1.4M
Summit Asset Management, LLC 0.20% Reduce -3.0% 2,022 $1.4M
Family Legacy Financial Solutions, LLC 1.06% Reduce -0.6% 2,019 $1.4M
Davidson Kempner Capital Management LP 0.03% Reduce -30.9% 2,017 $1.4M
GK Wealth Management LLC 1.01% Add +1.7% 2,015 $1.4M
Rockline Wealth Management, LLC 0.28% Reduce -2.9% 2,012 $1.4M
Intellus Advisors LLC 0.18% Add +17.3% 2,011 $1.4M
WealthBridge Investment Counsel Inc. 0.41% Add +0.7% 2,009 $1.4M
Centric Wealth Management 0.29% Reduce -1.1% 1,969 $1.4M
Roof Eidam Maycock Peralta, LLC 0.31% Reduce -4.2% 2,007 $1.4M
Independence Wealth Advisors, LLC 0.77% — 2,005 $1.4M
Base Wealth Management LLC 0.74% Add +3.7% 2,003 $1.4M
Investment Advisory Services Inc. /TX 0.43% Reduce -2.9% 2,002 $1.4M
Ti-Trust, Inc. 0.84% Reduce -0.2% 2,002 $1.4M
Doheny Asset Management 0.83% No change 2,000 $1.4M
Virginia Wealth Management Group, Inc. 0.80% No change 2,000 $1.4M
Lam Group, Inc. 0.78% No change 2,000 $1.4M
Investment Research Partners LLC 0.59% No change 2,000 $1.4M
Haven Private, LLC 0.59% Add +0.3% 1,994 $1.4M
HF Advisory Group, LLC 0.47% Reduce -0.1% 1,983 $1.4M
L. Roy Papp & Associates, LLP 0.15% Reduce -6.8% 1,983 $1.4M
Capital Advantage, Inc. 0.18% Add +7.0% 1,983 $1.4M
Fidelity D & D Bancorp Inc. 0.58% Reduce -4.2% 1,982 $1.4M
Carter Financial Group, INC. 0.80% Reduce -0.6% 1,976 $1.4M
Kingstone Capital Partners Texas, LLC 0.79% Reduce -0.8% 1,979 $1.4M
Baring Financial LLC 0.82% Reduce -5.1% 1,978 $1.3M
Define Financial, LLC 0.76% Reduce -1.8% 1,973 $1.3M
Dara Capital Us, Inc. 1.19% — 1,972 $1.3M
Independent Investors Inc. 0.25% No change 1,972 $1.3M
Postrock Partners LLC 0.58% No change 1,964 $1.3M
Chapman Investment Management, LLC 0.98% No change 1,962 $1.3M
Trust Co of Tennessee 0.27% No change 1,961 $1.3M
Brooks, Moore & Associates, Inc. 0.66% Reduce -6.7% 1,955 $1.3M
University of Texas/Texas Am Investment Management Co. 0.19% New 1,960 $1.3M
EPG Wealth Management LLC 0.36% Add +0.2% 1,956 $1.3M
Bear Mountain Capital, Inc. 0.43% No change 1,926 $1.3M
Toth Financial Advisory Corp. 0.14% Reduce -6.0% 1,951 $1.3M
Fund Advisors of America Inc 1.22% — 1,950 $1.3M
Nottingham Advisors, Inc. 0.19% Reduce -4.7% 1,949 $1.3M
Mezzasalma Advisors, LLC 0.32% Add +11.5% 1,944 $1.3M
Private Management Group Inc. 0.04% Add +6.0% 1,945 $1.3M
Leisure Capital Management 0.44% Reduce -8.4% 1,942 $1.3M
Cornerstone Financial Management LLC 1.24% — 1,940 $1.3M
Patrick M Sweeney & Associates, Inc. 0.83% Reduce -1.3% 1,938 $1.3M
MBA Advisors LLC 0.53% Add +23.6% 1,935 $1.3M
Landaas & Co. /Wi 0.29% No change 1,930 $1.3M
Windsor Advisory Group, LLC 1.17% Add +6.5% 1,927 $1.3M
49 Wealth Management, LLC 0.11% Add +7.1% 1,921 $1.3M
Hazlett, Burt & Watson, Inc. 0.42% Add +24.3% 1,919 $1.3M
Sherman Asset Management, Inc. 1.11% Add +3100.0% 1,920 $1.3M
Texas Bank & Trust Co 0.48% Reduce -1.9% 1,920 $1.3M
Kirtland Hills Capital Management, LLC 0.46% Add +1.2% 1,918 $1.3M
Boston Common Asset Management, LLC 0.08% Add +234.8% 1,915 $1.3M
Milestones Private Investment Advisors LLC 0.90% Reduce -3.7% 1,913 $1.3M
Apeiron RIA LLC 0.26% Reduce -6.8% 1,875 $1.3M
Canvas Wealth Advisors, LLC 0.22% Add +5.9% 1,911 $1.3M
Sterling Manor Financial, LLC 0.81% Reduce -1.6% 1,909 $1.3M
CKW Financial Group 0.14% Add +5.7% 1,904 $1.3M
Pine Haven Investment Counsel, Inc 0.92% No change 1,902 $1.3M
Syntegra Private Wealth Group, LLC 0.12% Add +1.0% 1,901 $1.3M
Scratch Capital LLC 0.85% No change 1,900 $1.3M
WealthPLAN Partners, LLC 0.19% Reduce -49.3% 1,898 $1.3M
Fca Corp. 0.36% No change 1,896 $1.3M
Ankerstar Wealth, LLC 1.28% — 1,886 $1.3M
Lombard Odier Asset Management (USA) Corp 0.69% Reduce -56.9% 1,891 $1.3M
Opal Capital LLC 0.32% — 1,858 $1.3M
Professional Advisory Services Inc. 0.15% Reduce -0.4% 1,889 $1.3M
WESPAC Advisors, LLC 0.70% Reduce -1.7% 1,887 $1.3M
Peak Retirement Planning, Inc. 0.30% Add +138.8% 1,884 $1.3M
Measured Risk Portfolios, Inc. 1.48% Reduce -6.2% 1,883 $1.3M
Millstone Evans Group, LLC 0.76% No change 1,882 $1.3M
Strategies Wealth Advisors, LLC 0.13% Add +2.7% 1,877 $1.3M
Frederick Financial Consultants, LLC 0.70% Reduce -20.4% 1,875 $1.3M
Smith Thornton Advisors LLC 0.65% No change 1,875 $1.3M
Godshalk Welsh Capital Management, Inc. 0.73% No change 1,875 $1.3M
Financial Gravity Asset Management, Inc. 0.25% No change 1,874 $1.3M
Centerpoint Advisors, LLC 0.39% No change 1,871 $1.3M
Park Square Financial Group, LLC 7.54% Reduce -12.2% 2,168 $1.3M
Monetary Management Group Inc. 0.29% Reduce -21.4% 1,860 $1.3M
Cookson Peirce & Co. Inc. 0.05% Reduce -10.3% 1,857 $1.3M
Trademark Financial Management, LLC 0.70% Reduce -3.3% 1,857 $1.3M
Palogic Value Management, L.P. 0.55% No change 1,855 $1.3M
Theory Financial LLC 0.42% Add +0.7% 1,821 $1.3M
Vernal Point Advisors, LLC 0.52% No change 1,844 $1.3M
Rise Advisors, LLC 0.45% Reduce -2.3% 1,849 $1.3M
Cladis Investment Advisory, LLC 0.69% Reduce -0.4% 1,847 $1.3M
Garner Asset Management Corp 0.48% Add +0.2% 1,846 $1.3M
Plan A Wealth LLC 0.62% Add +49.1% 1,845 $1.3M
Silver Oak Advisory Group, Inc. 0.57% Add +0.8% 1,841 $1.3M
Foster Group, Inc. 0.04% Add +6.8% 1,840 $1.3M
Valicenti Advisory Services Inc. 0.26% Add +4.5% 1,838 $1.3M
Ewing Morris & Co. Investment Partners Ltd. 0.55% No change 1,803 $1.2M
Dover Advisors, LLC 0.48% Add +5.2% 1,825 $1.2M
BancFirst Trust & Investment Management 0.52% Reduce -2.2% 1,816 $1.2M
White Knight Strategic Wealth Advisors, LLC 0.91% Reduce -8.1% 1,827 $1.2M
Summit Wealth Group LLC / Co. 0.17% Reduce -12.1% 1,825 $1.2M
DecisionMap Wealth Management, LLC 0.77% No change 1,823 $1.2M
BDFS Capital LLC 0.63% — 1,814 $1.2M
Oak Wealth Advisors LLC 0.71% Add +2.4% 1,818 $1.2M
Sage Investment Advisers LLC 0.93% — 1,817 $1.2M
Mowery & Schoenfeld Wealth Management, LLC 1.79% Add +125.1% 1,812 $1.2M
Myecfo, LLC 0.52% Add +0.1% 1,812 $1.2M
Isthmus Partners, LLC 0.14% No change 1,812 $1.2M
Laurel Wealth Planning LLC 0.68% Add +0.7% 1,812 $1.2M
Three Magnolias Financial Advisors, LLC 0.77% Add +2.3% 1,807 $1.2M
Fiduciary Group, LLC 0.10% Reduce -1.9% 1,806 $1.2M
Whalen Wealth Management Inc. 0.66% Reduce -1.8% 1,800 $1.2M
AmeriServ Wealth Advisors 0.71% Add +19.5% 1,799 $1.2M
Advisory Research Inc. 0.15% Add +106.0% 1,798 $1.2M
AJ Advisors, LLC 0.45% Add +2.0% 1,794 $1.2M
WLTH Capital Management, LLC 0.94% — 1,791 $1.2M
Meeder Advisory Services, Inc. 0.05% Add +5.2% 1,790 $1.2M
Z3 Capital Partners, LLC 0.29% — 1,789 $1.2M
Marion Wealth Management 0.27% Reduce -10.0% 1,768 $1.2M
Tanglewood Wealth Management, Inc. 0.11% Reduce -24.9% 1,784 $1.2M
Bogart Wealth, LLC 0.05% Add +80.2% 1,784 $1.2M
Schwarz Dygos Wheeler Investment Advisors LLC 0.25% Add +1.1% 1,778 $1.2M
HTG Investment Advisors, Inc. 0.37% No change 1,777 $1.2M
Vista Investment Management 0.40% Reduce -0.2% 1,777 $1.2M
Passive Capital Management, LLC. 0.38% Reduce -1.4% 1,773 $1.2M
Clarion Wealth Managment Partners, LLC 1.12% Add +0.1% 1,772 $1.2M
Financial Advisory Corp 0.18% Reduce -1.3% 1,771 $1.2M
Dominguez Wealth Management Solutions, Inc. 0.74% Add +0.1% 1,769 $1.2M
Delta Wealth Advisors LLC 1.01% No change 1,769 $1.2M
ONE Advisory Partners, LLC 0.36% Add +0.3% 1,768 $1.2M
Unison Asset Management LLC 0.54% No change 1,768 $1.2M
COFG Advisors, LLC 0.30% — 1,764 $1.2M
Align Financial, LLC 0.70% — 1,200,217 $1.2M
Vermillion Wealth Management, Inc. 0.49% Add +3.2% 1,756 $1.2M
Chokshi & Queen Wealth Advisors, Inc 0.62% Reduce -3.7% 1,752 $1.2M
Wescott Financial Advisory Group, LLC 0.10% Reduce -0.5% 1,752 $1.2M
Opes Wealth Management LLC 0.20% Add +2.8% 1,748 $1.2M
Visionary Horizons, LLC 0.62% Add +3.7% 1,747 $1.2M
Intergy Private Wealth, LLC 0.36% Add +3.4% 1,739 $1.2M
Live Oak Private Wealth LLC 0.16% Add +0.1% 1,735 $1.2M
Goldstream Capital Management Ltd 0.49% Add +100.0% 1,732 $1.2M
Reflection Asset Management 0.84% — 1,713 $1.2M
DKM Wealth Management, Inc. 0.88% Add +0.6% 1,721 $1.2M
Penbrook Management LLC 0.81% Reduce -4.2% 1,720 $1.2M
Briaud Financial Planning Inc 0.29% Add +78.7% 1,719 $1.2M
Prosperitas Financial LLC 0.46% Reduce -0.1% 1,717 $1.2M
August Group Capital Ltd 1.29% — 1,707 $1.2M
Prospect Financial Group LLC 1.08% No change 1,706 $1.2M
United Community Bank 0.44% Add +16.2% 1,706 $1.2M
RVW Wealth, LLC 0.09% Add +109.7% 1,705 $1.2M
Prostatis Group LLC 0.28% Reduce -2.6% 1,701 $1.2M
J. Team Financial, Inc. 1.16% Reduce -3.4% 1,699 $1.2M
Compass Financial Services Inc 0.50% Reduce -3.6% 1,698 $1.2M
Amara Financial, Llc. 0.80% Add +0.3% 1,698 $1.2M
Poinciana Advisors Group, LLC 0.91% Add +5.9% 1,697 $1.2M
Ballast Advisors LLC 0.32% Reduce -21.4% 1,696 $1.2M
Key Capital Management, INC 1.14% — 1,694 $1.2M
United Financial Planning Group LLC 0.70% Add +72.1% 1,692 $1.2M
W.G. Shaheen & Associates DBA Whitney & Co 0.09% Add +131.4% 1,689 $1.2M
Strategic Investment Advisors / MI 0.10% Add +4.8% 1,684 $1.1M
TTP Investments, Inc. 0.37% Add +22.9% 1,679 $1.1M
Powers Advisory Group, LLC 0.43% No change 1,676 $1.1M
Quantum Private Wealth, LLC 0.33% No change 1,675 $1.1M
17 Capital Partners, LLC 0.59% Add +34.1% 1,669 $1.1M
Johnson & White Wealth Management, LLC 0.49% Reduce -6.3% 1,668 $1.1M
McDonough Capital Management, Inc 0.56% Reduce -0.7% 1,664 $1.1M
Summa Corp. 0.49% Reduce -5.5% 1,660 $1.1M
Eclectic Associates Inc. 0.18% Add +28.1% 1,657 $1.1M
Collaborative Wealth Managment Inc. 0.40% Add +4.2% 1,653 $1.1M
626 Financial, LLC 0.49% Add +0.1% 1,653 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% Add +0.1% 1,652 $1.1M
Guardian Capital, LLC 1.01% — 1,652 $1.1M
McGuire Capital Advisors Inc. 0.72% — 1,649 $1.1M
Parr McKnight Wealth Management Group, LLC 0.15% Reduce -0.5% 1,649 $1.1M
Elevated Private Wealth, LLC 1.17% — 1,648 $1.1M
Massar Capital Management, LP 0.22% New 1,648 $1.1M
Concord Wealth Partners 0.15% Add +2.5% 1,647 $1.1M
Providence Capital Advisors, LLC 0.19% No change 1,647 $1.1M
Gen-Wealth Partners Inc 0.36% Add +20946.0% 262,233 $1.1M
VSM Wealth Advisory, LLC 0.34% Add +0.1% 1,641 $1.1M
Eaton Financial Holdings Company, LLC 0.30% Add +47.1% 1,639 $1.1M
Mason & Associates Inc 0.21% Add +81.1% 1,637 $1.1M
Cetera Trust Company, N.A 0.60% No change 1,636 $1.1M
Bedell Frazier Investment Counselling, LLC 0.21% Add +38.2% 1,633 $1.1M
Barlow Wealth Partners, LLC 0.12% Reduce -0.6% 1,603 $1.1M
Freedom Investment Management, Inc. 0.32% Reduce -13.1% 1,631 $1.1M
Capstone Wealth Management Group LLC 0.67% No change 1,628 $1.1M
EagleClaw Capital Managment, LLC 0.16% Reduce -7.9% 1,627 $1.1M
Alternative Investment Advisors, LLC. 0.48% Add +0.9% 1,621 $1.1M
Navalign, LLC 0.27% Reduce -7.6% 1,620 $1.1M
Advocate Investing Services LLC 0.99% — 1,620 $1.1M
Reston Wealth Management LLC 0.34% Reduce -7.4% 1,617 $1.1M
Avaii Wealth Management, LLC 0.40% Add +0.1% 1,615 $1.1M
Cim, LLC 0.14% Add +7.3% 1,612 $1.1M
Trellis Wealth Advisors LLC 0.43% Add +10.1% 1,603 $1.1M
Bullock Wealth Management Group 0.53% — 1,600 $1.1M
Milestone Asset Management Group, LLC 0.62% Add +0.2% 1,599 $1.1M
Bellevue Asset Management, LLC 0.35% Reduce -8.1% 1,597 $1.1M
Trivant Custom Portfolio Group, LLC 0.63% Reduce -3.9% 1,595 $1.1M
Runnymede Capital Advisors, Inc. 0.63% New 1,595 $1.1M
RiverFront Investment Group, LLC 0.02% Add +0.3% 1,593 $1.1M
American Money Management, LLC 0.17% Add +33.6% 1,592 $1.1M
Pension & Wealth Management Advisors, Inc. 0.32% Reduce -45.2% 1,584 $1.1M
Lawood & Co. 1.02% — 1,582 $1.1M
United Bank 0.37% Add +201.1% 1,581 $1.1M
Arq Wealth Advisors, LLC 0.29% Reduce -0.2% 1,581 $1.1M
PFG Private Wealth Management, LLC 0.47% Reduce -38.9% 1,579 $1.1M
Alamar Capital Management, LLC 0.59% Reduce -3.1% 1,573 $1.1M
Infinity Wealth Counsel, LLC 0.98% Reduce -1.3% 1,575 $1.1M
jvl associates llc 0.35% Add +0.2% 1,574 $1.1M
Fairvoy Private Wealth, LLC 0.24% Add +6.8% 1,569 $1.1M
WealthTrust Axiom LLC 0.28% Reduce -8.7% 1,569 $1.1M
Piscataqua Savings Bank 0.75% Add +23.7% 1,567 $1.1M
Nicholas Wealth, LLC. 0.72% Reduce -49.4% 1,565 $1.1M
Prospect Financial Services LLC 0.61% Reduce -7.0% 1,565 $1.1M
Birchcreek Wealth Management, LLC 0.52% No change 1,564 $1.1M
Cadia Private Client LLC 0.84% — 1,561 $1.1M
Alpha Financial Advisors, LLC 0.33% Add +29.6% 1,560 $1.1M
Dixon Mitchell Investment Counsel Inc. 0.04% Add +274.0% 1,552 $1.1M
Northbridge Financial Group, LLC 0.48% — 1,553 $1.1M
Ethic Inc. 0.02% Reduce -7.2% 1,552 $1.1M
2UniFi Bank 0.50% Reduce -6.6% 1,547 $1.1M
West Michigan Advisors, LLC 0.24% Reduce -37.6% 1,535 $1.1M
Hilton Capital Management, LLC 0.08% No change 1,536 $1.0M
Hurlow Wealth Management Group, Inc. 0.26% No change 1,536 $1.0M
Signet Investment Advisory Group, Inc. 0.49% Reduce -1.2% 1,535 $1.0M
Cfo Capital Management LLC 0.78% — 1,535 $1.0M
RAM Investment Partners, LLC 0.19% Reduce -0.5% 1,533 $1.0M
Graney & King, LLC 0.61% Reduce -0.1% 1,531 $1.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -48.6% 1,526 $1.0M
Peak Wealth Management LLC 0.87% — 1,523 $1.0M
GHP Investment Advisors, Inc. 0.04% Add +9.4% 1,521 $1.0M
FSB Premier Wealth Management, Inc. 0.33% Reduce -3.9% 1,516 $1.0M
Ridge Creek Global, Inc 0.87% — 1,513 $1.0M
Milestone Asset Management, LLC 0.19% Reduce -92.2% 1,511 $1.0M
LS Investment Advisors, LLC 0.14% No change 1,511 $1.0M
Bosman Wealth Management, LLC 0.85% No change 1,511 $1.0M
Greystone Financial Group, LLC 0.16% Reduce -49.0% 1,510 $1.0M
Estate Counselors, LLC 0.09% Reduce -18.4% 1,510 $1.0M
New Covenant Trust Company, N.A. 0.93% No change 1,505 $1.0M
Legacy Financial Group, Inc. 0.27% Reduce -3.5% 1,507 $1.0M
Beck Mack & Oliver LLC 0.02% Add +0.3% 1,505 $1.0M
Marquette Asset Management, LLC 0.15% No change 1,504 $1.0M
Vestia Personal Wealth Advisors 0.52% Reduce -0.3% 1,496 $1.0M
Aegis Wealth Management, Inc. 0.81% — 1,503 $1.0M
Keb Asset Management, LLC 0.21% Add +1.7% 1,501 $1.0M
Yost Capital Management, LP 1.48% Reduce -53.1% 1,500 $1.0M
Nichols & Pratt Advisers LLP 0.06% Add +0.9% 1,500 $1.0M
Discovery Capital Management, LLC / CT 0.06% Add +396.7% 1,500 $1.0M
JB Capital LLC 0.04% Add +23.7% 1,499 $1.0M
Rossby Financial, LCC 0.32% Reduce -1.1% 1,499 $1.0M
Midwest Capital Advisors, LLC 0.49% Add +1.4% 1,495 $1.0M
Atom Investors LP 0.08% Reduce -98.5% 1,493 $1.0M
Wealthstar Advisors, LLC 0.55% Reduce -41.3% 1,490 $1.0M
Breachway Investments LLC 1.07% — 1,489 $1.0M
Lafayette Investments, Inc. 0.19% Reduce -0.7% 1,489 $1.0M
Zuckerman Investment Group, LLC 0.09% Add +0.4% 1,489 $1.0M
Newton One Investments LLC 0.30% Reduce -3.8% 1,488 $1.0M
TCFG Wealth Management, LLC 0.40% Reduce -5.2% 1,488 $1.0M
Barnes Pettey Financial Advisors, LLC 0.50% Add +1.5% 1,486 $1.0M
Family Capital Trust Co 0.33% Reduce -0.4% 1,486 $1.0M
Nolet Wealth Management, LLC 0.56% — 1,486 $1.0M
Hobbs Group Advisors, LLC 0.31% Add +114.0% 1,485 $1.0M
Buttonwood Financial Advisors Inc. 0.34% No change 1,483 $1.0M
Bright Futures Wealth Management, LLC. 0.75% Add +3.7% 1,479 $1.0M
Fenimore Asset Management Inc 0.02% No change 1,477 $1.0M
Richard W. Paul & Associates, LLC 0.33% Reduce -11.6% 1,475 $1.0M
CDKV Holdings LLC 0.84% — 1,474 $1.0M
Silver Lake Advisory, LLC 0.39% Add +22.9% 1,471 $1.0M
Opinicus Capital, Inc. 0.70% Reduce -2.1% 1,468 $1.0M
Midwest Financial Partners Investments, Inc. 0.56% — 1,466 $1000K
Stonebridge Capital Advisors LLC 0.07% Reduce -5.5% 1,465 $999K
Center For Asset Management LLC 0.52% Add +16.3% 1,463 $999K
Noble Wealth Management PBC 0.50% Reduce -1.2% 1,464 $998K
Wealth Quarterback LLC 0.36% Add +1.9% 1,463 $998K
Discipline Wealth Solutions, LLC 0.18% Add +74.3% 1,459 $995K
Emissary Wealth LLC 0.83% — 1,457 $994K
Front Street Capital Management, Inc. 0.14% Reduce -1.1% 1,456 $993K
Wilson & Boucher Capital Management, LLC 0.65% No change 1,455 $993K
Aft, Forsyth & Company, Inc. 0.43% Reduce -1.9% 1,455 $992K
Financial Management Network Inc. 0.16% Add +12.6% 1,450 $991K
Wilkins Investment Counsel Inc. 0.14% Reduce -3.1% 1,453 $991K
Ascentis Wealth Management, LLC 0.25% Add +2.6% 1,448 $989K
GreatBanc Trust CO 0.70% No change 1,449 $988K
Burk Holdings LLC 0.47% Add +0.2% 1,447 $987K
Xcel Wealth Management, LLC 0.26% Add +26.2% 1,447 $987K
J2 Capital Management Inc 0.72% Reduce -2.5% 1,445 $985K
Constitution Capital LLC 0.47% Reduce -1.0% 1,444 $984K
KRS Capital Management, LLC 0.57% No change 1,443 $984K
Eagle Bay Advisors LLC 0.72% Reduce -15.6% 1,437 $983K
Mainsail Asset Management, LLC 0.42% Add +2.4% 1,439 $981K
TFB Advisors LLC 0.27% Reduce -1.7% 1,439 $981K
HBK Investments L P 0.01% Add +106.2% 1,437 $980K
Congress Park Capital LLC 0.29% Reduce -10.3% 1,437 $980K
Tiemann Investment Advisors, LLC 0.38% Add +0.5% 1,435 $979K
Smart Money Group LLC 0.29% Add +27.3% 1,435 $979K
WealthCollab, LLC 0.40% No change 1,435 $979K
Walser Wealth Management Company, A Ltd Liability Co 0.52% — 1,432 $977K
Sound Financial Strategies Group, LLC 0.69% Reduce -1.2% 1,432 $977K
Brian Low Financial Group, LLC 0.69% Reduce -6.8% 1,431 $976K
Prepared Retirement Institute LLC 0.49% Reduce -0.8% 1,428 $974K
Mullaney, Keating & Wright, Inc. 0.51% Add +1.6% 1,428 $974K
Cura Wealth Advisors, LLC 0.37% Add +0.9% 1,426 $973K
Ted Buchan & Co 0.36% Add +38.3% 1,423 $971K
Steinberg Asset Management LLC 0.72% No change 1,423 $970K
Vantage Financial Partners, LLC 0.20% Reduce -1.0% 1,423 $970K
Planning Center, Inc. 0.10% Add +0.7% 1,420 $968K
Cornerstone Planning Group LLC 0.15% Add +3994.1% 1,392 $968K
Code Waechter LLC 0.62% Reduce -0.3% 1,418 $967K
T3 Companies, LLC 1.25% — 1,418 $967K
Investment Partners, LTD. 0.34% Reduce -9.5% 1,417 $966K
Financial Planning Hawaii, Inc. 0.56% — 1,416 $965K
Client 1ST Advisory Group, LLC 0.30% Add +12.0% 1,416 $965K
Clarus Group, Inc. 0.35% Reduce -8.1% 1,413 $964K
Asset One Wealth Management LLC 0.13% — 1,384 $962K
Valley Forge Investment Consultants Inc. Adv 0.28% Add +0.1% 1,410 $962K
Camden National Bank 0.13% Reduce -2.1% 1,407 $959K
Quad-Cities Investment Group, LLC 0.40% Add +1.0% 1,404 $957K
BKM Wealth Management, LLC 0.35% Reduce -0.5% 1,404 $957K
Capital Markets Trading UK LLP 1.16% Add +144.0% 1,403 $957K
Heritage Investors Management Corp. 0.03% Reduce -5.7% 1,400 $955K
Seneca House Advisors 0.36% No change 1,400 $955K
Livet Wealth, LLC 0.59% — 1,399 $954K
Sfm, LLC 0.56% Add +0.4% 1,398 $953K
Martin Capital Advisors, LLP 0.56% No change 1,397 $953K
Oak Harvest Investment Services 0.10% Add +3.8% 1,393 $950K
Morling Financial Advisors, LLC 0.30% No change 1,392 $949K
Prosperity Wealth Management, Inc. 0.32% Add +8.0% 1,391 $949K
Landing Point Financial Group, LLC 0.47% Reduce -2.1% 1,390 $948K
Cannon Capital Management, Inc. 0.83% — 1,388 $947K
High Note Wealth, LLC 0.18% No change 1,385 $945K
Aberdeen Wealth Management LLC 0.44% Reduce -0.6% 1,384 $944K
Silverlake Wealth Management LLC 0.21% Add +1.5% 1,383 $943K
Legend Capital Advisors LLC 0.52% — 1,380 $941K
True Vision MN LLC 0.48% Add +12.6% 1,374 $940K
Grant Street Asset Management, Inc. 0.19% Reduce -4.2% 1,378 $940K
Ruedi Wealth Management, Inc. 0.25% Reduce -10.1% 1,374 $937K
S Harris Financial Group, LLC 0.90% — 1,372 $936K
Mattern Wealth Management LLC 0.18% No change 1,369 $934K
Great Oak Capital Partners, LLC 0.23% Add +4.3% 1,366 $933K
Greenbush Financial Group, LLC 0.32% Add +0.3% 1,366 $932K
Beacon Wealthcare LLC 0.32% Reduce -0.4% 1,366 $932K
Valley Financial Group, Inc. 0.52% Reduce -5.0% 1,366 $931K
SMART Wealth LLC 0.28% Reduce -13.8% 1,364 $930K
LifeGuide Financial Advisors, LLC 0.31% Reduce -7.0% 1,361 $930K
Manuka Financial, LLC 0.58% No change 1,360 $927K
Nicollet Investment Management, Inc. 0.29% Reduce -0.1% 1,360 $927K
First Financial Corp. 0.35% No change 1,358 $926K
William Mack & Associates, Inc. 0.44% Add +5.4% 1,357 $926K
Beacon Financial Group 0.09% No change 1,355 $924K
Strategic Financial Services, Inc. 0.04% Reduce -13.9% 1,333 $921K
Cypress Point Wealth Management, LLC 0.20% Add +173.4% 1,348 $919K
Altus Wealth Group LLC 0.37% Reduce -20.9% 1,343 $916K
Symmetry Partners, LLC 0.05% No change 1,342 $915K
Miller Capital Partners, Inc. 0.47% — 1,340 $914K
Canton Hathaway, LLC 0.18% No change 1,340 $914K
Shufro Rose & Co. LLC 0.06% Add +6.3% 1,339 $913K
Northland Securities, Inc. 0.88% — 1,338 $912K
Rothschild Capital Partners, LLC 0.22% Add +0.1% 1,338 $912K
Powerhouse Assets LLC 0.80% — 1,336 $911K
HighMark Wealth Management LLC 0.37% Add +13.3% 1,335 $910K
Abbot Financial Management, Inc. 0.38% Reduce -2.3% 1,335 $910K
Community Bank & Trust, Waco, Texas 0.19% No change 1,334 $910K
TriaGen Wealth Management LLC 0.24% Reduce -1.6% 1,333 $909K
True Link Financial Advisors, LLC 0.06% Add +19.7% 1,333 $909K
Moseley Investment Management Inc. 0.28% Add +0.1% 1,333 $909K
Waterford Advisors, LLC 0.35% Reduce -1.8% 1,332 $908K
Northwest Quadrant Wealth Management, LLC 0.19% Add +18.0% 1,331 $908K
Capital Counsel LLC 0.03% Reduce -9.5% 1,329 $906K
Finer Wealth Management, Inc. 0.44% Add +4.9% 1,329 $906K
Mascoma Wealth Management LLC 0.19% No change 1,327 $905K
Jamison Private Wealth Management, Inc. 0.11% Reduce -1.9% 1,325 $904K
Figure 8 Investment Strategies LLC 0.80% No change 1,325 $904K
Eagle Wealth Advisors LLC 0.77% — 1,324 $903K
L.K. Benson & Company, P.C. 0.45% No change 1,324 $903K
Triangle Securities Wealth Management 0.19% Reduce -41.4% 1,323 $902K
Cooke Wealth Management, LLC 0.78% — 1,302 $899K
Twin Cities Retirement Group LLC 0.87% — 1,317 $898K
Mark Sheptoff Financial Planning, LLC 0.43% No change 1,310 $893K
Monument Capital Management 0.22% Reduce -1.6% 1,309 $892K
Blue Line Capital, LLC / IL 1.06% — 1,308 $892K
SageGuard Financial Group, LLC 0.14% — 1,308 $892K
D'Orazio & Associates, Inc. 0.11% Add +0.8% 1,308 $892K
Addison Advisors LLC 0.20% Reduce -8.7% 1,307 $891K
Polaris Investment Advisors, LLC 0.64% — 1,306 $891K
Global Wealth Management Investment Advisory, Inc. 0.14% Reduce -2.5% 1,306 $891K
Fonville Wealth Management LLC 0.18% Add +8.3% 1,304 $889K
Stack Financial Management, Inc 0.07% Reduce -3.2% 1,304 $889K
Ping Capital Management, Inc. 0.35% New 1,300 $886K
Waterway Wealth Management, LLC 0.20% Add +83.9% 1,300 $886K
Sequent Planning LLC 0.23% Reduce -0.4% 1,299 $885K
Stanich Group LLC 0.67% No change 1,298 $885K
Seaside Wealth Management, Inc. 0.25% Reduce -7.6% 1,296 $884K
Johnson Bixby & Associates, LLC 0.11% Add +9.7% 1,295 $883K
Horizon Kinetics Asset Management LLC 0.01% No change 1,294 $882K
Slagle Financial, LLC 0.31% Add +22.6% 1,294 $882K
Eddie Patel Inc 0.66% — 1,293 $882K
Wellington-Altus USA Inc. 0.65% — 1,290 $880K
Cascade Investment Group, Inc. 0.59% No change 1,290 $880K
Shrier Wealth Management, LLC 0.35% — 1,290 $879K
South Plains Financial, Inc. 0.52% Add +29.2% 1,289 $879K
Great Lakes Retirement, Inc. 0.09% Add +7.6% 1,285 $879K
Vicus Capital 0.07% Reduce -95.9% 1,287 $878K
4J Wealth Management LLC 0.50% No change 1,287 $878K
Solitude Financial Services 0.29% Add +0.8% 1,286 $877K
Kooman & Associates 0.26% New 1,286 $877K
Davidson Investment Advisors 0.04% Add +231.2% 1,285 $876K
Keystone Global Partners, LLC 0.39% No change 1,284 $875K
Hilltop Partners LLC 0.23% Add +1.0% 1,283 $875K
Mosley Wealth Management 0.40% — 1,298 $874K
Grey Fox Wealth Advisors, LLC 0.18% Reduce -5.4% 1,275 $872K
Stokes Family Office, LLC 0.08% Reduce -73.4% 1,279 $872K
Financial Counselors Inc. 1.21% Reduce -1.8% 1,278 $871K
Ashton Thomas Securities, LLC 0.17% Add +49.0% 1,278 $871K
Painted Porch Advisors LLC 0.35% Reduce -10.1% 1,275 $870K
Requisite Capital Management, LLC 0.16% Add +32.7% 1,269 $868K
Bernicke Wealth Management, Ltd. 0.11% — 1,269 $865K
Allied Investment Advisors, LLC 0.13% Reduce -24.8% 1,268 $865K
C M Bidwell & Associates Ltd. 0.41% No change 1,268 $865K
RFP Financial Group LLC 0.41% Reduce -71.6% 1,267 $864K
Miller Financial Services LLC 1.01% Reduce -0.5% 1,209 $861K
Lee Johnson Capital Management, LLC 0.30% No change 1,262 $861K
Magnolia Capital Advisors LLC 0.18% Add +4.3% 1,262 $861K
Ballast, Inc. 0.20% Add +0.3% 1,261 $860K
Weitzel Financial Services, Inc. 0.33% Add +6.1% 1,259 $860K
Stonehearth Capital Management, LLC 0.32% No change 1,259 $859K
Scientech Research LLC 0.54% Add +51.8% 1,258 $858K
Monarch Capital Management Inc. 0.21% No change 1,252 $856K
Indie Asset Partners, LLC 0.95% No change 1,255 $856K
Aufman Associates Inc 0.44% Reduce -1.6% 1,255 $856K
Lee Financial Co 0.12% Reduce -15.9% 1,254 $855K
Unique Wealth Strategies, LLC 0.34% Add +8.8% 1,254 $855K
Ascentis Independent Advisors 0.14% Add +5.0% 1,253 $855K
North Point Portfolio Managers Corp. 0.14% Add +1.0% 1,252 $854K
Fourth Dimension Wealth, LLC 0.31% Add +666.3% 1,249 $852K
Focused Wealth Management, Inc 0.09% Reduce -65.5% 1,244 $848K
Adamsbrown Wealth Consultants LLC 0.24% Add +104.6% 1,242 $847K
Walker Asset Management, LLC 0.46% Reduce -1.6% 1,242 $847K
HT Partners LLC 0.25% No change 1,241 $846K
Summit Global Investments 0.05% Reduce -3.2% 1,239 $845K
a16z Perennial Management, L.P. 0.07% No change 1,239 $845K
American Trust Investment Advisors, LLC 0.45% Reduce -2.4% 1,237 $844K
CWC Advisors, LLC. 0.41% Add +113.5% 1,236 $843K
Millennium Capital Advisors, LLC 0.50% No change 1,234 $842K
Strive Financial Group ,LLC 0.45% — 1,234 $842K
Portside Wealth Group, LLC 0.11% New 1,234 $841K
Stegner Investment Associates Inc. 0.45% Reduce -3.1% 1,233 $841K
Triune Financial Partners, LLC 0.20% Add +0.6% 1,214 $840K
Prelude Capital Management, LLC 0.06% Reduce -35.8% 1,231 $839K
Carr Financial Group Corp 0.22% Add +1.6% 1,229 $838K
Sandro Wealth Management LLC 0.69% — 1,227 $837K
Alteri Wealth LLC 0.27% Add +2.9% 1,224 $835K
HHM Wealth Advisors, LLC 0.10% Add +25.0% 1,220 $832K
Sargent Investment Group, LLC 0.10% New 1,220 $832K
Comprehensive Money Management Services LLC 0.57% No change 1,212 $826K
Hall Capital Management Co. Inc. 0.32% Reduce -0.3% 1,210 $825K
Vested Financial Planning, LLC 0.63% Add +2.0% 1,209 $824K
Granite Harbor Advisors, Inc. 0.35% Reduce -0.4% 1,208 $824K
Mma Asset Management LLC 0.29% Reduce -33.5% 1,207 $823K
Horizon Bancorp Inc. 0.40% Reduce -11.3% 1,204 $821K
Cheviot Value Management, LLC 0.08% Reduce -20.8% 1,179 $820K
Holistic Financial Partners 0.30% Add +0.8% 1,201 $819K
CMT Capital Markets Trading GmbH 0.54% Reduce -45.5% 1,200 $818K
Concord Asset Management, LLC 0.14% Add +2.7% 1,199 $818K
Physician Wealth Advisors, Inc. 0.11% Add +9.8% 1,198 $817K
Intelligent Financial Strategies 0.39% No change 1,194 $816K
Crossingbridge Advisors, LLC 0.48% New 2,000 $815K
Rogco, LP 0.27% No change 1,195 $815K
Hiley Hunt Wealth Management 0.36% Reduce -5.2% 1,195 $815K
City Center Advisors, LLC 0.75% Add +22.3% 1,195 $815K
Benchmark Financial, LLC 0.81% — 1,194 $814K
KERR FINANCIAL PLANNING Corp 1.10% Add +100.8% 1,203 $813K
BCGM Wealth Management, LLC 0.21% No change 1,191 $812K
Quaker Wealth Management, LLC 0.26% Add +0.5% 1,189 $811K
Northcape Wealth Management, LLC 0.23% Reduce -0.2% 1,188 $810K
Robinhood Asset Management, LLC 0.06% — 1,187 $810K
Genesis Private Wealth, LLC 0.25% Add +176.5% 1,186 $809K
Traveka Wealth, LLC 0.33% Add +0.1% 1,182 $806K
Swmg, LLC 0.22% Add +5.7% 1,165 $805K
Solutions 4 Wealth, Ltd 1.21% Reduce -5.7% 1,178 $803K
Boothe Investment Group, Inc. 0.29% Reduce -2.1% 1,177 $803K
Goepper Burkhardt LLC 0.26% No change 1,177 $803K
Tenzing Financial LLC 0.65% — 1,177 $802K
Rezny Wealth Management, Inc. 0.17% No change 1,176 $802K
IMPACTfolio, LLC 0.34% No change 1,175 $801K
Wealthcare Capital Management LLC 0.08% No change 1,175 $801K
Chico Wealth RIA 0.52% Add +7.2% 1,174 $801K
Perryman Financial Advisory Inc. 0.12% — 1,174 $801K
Alexander Randolph Advisory, Inc. 0.66% Reduce -2.6% 1,173 $800K
MeadowBrook Investment Advisors LLC 0.69% Add +1.1% 1,173 $800K
Keudell/Morrison Wealth Management 0.17% — 1,172 $799K
Peoples Bank 0.80% Reduce -2.9% 1,171 $799K
Lighthouse Financial Services Inc. 0.18% — 1,170 $798K
Foundry Financial LLC 0.42% — 1,167 $796K
Commonwealth Retirement Investments LLC 0.26% No change 1,165 $795K
GKV Capital Management Co., Inc. 0.30% No change 1,164 $794K
Foundation Wealth Management, LLC\PA 0.29% No change 1,163 $793K
Nova R Wealth, Inc. 0.29% No change 1,160 $791K
Fulcrum Equity Management 0.76% Reduce -91.4% 1,159 $790K
West Wealth Group, LLC 0.16% Add +15.5% 1,156 $788K
Grantvest Financial Group LLC 0.51% Add +0.2% 1,156 $788K
First Growth Capital LLC 0.70% — 1,139 $788K
Sage Financial Management Group, Inc. 0.24% Reduce -0.2% 1,155 $788K
Legacies Wealth LLC 0.44% Add +595.2% 1,154 $787K
Pennington Partners & Co., LLC 0.31% Add +46.3% 1,150 $785K
Kuhn & Co Investment Counsel 0.52% Reduce -45.3% 1,150 $784K
Gordian Advisors LLC 0.52% No change 1,150 $784K
Paller Financial Services Inc 0.63% — 1,149 $784K
Vista Investment Partners Ii, LLC 0.34% Reduce -1.2% 1,147 $782K
Palisade Capital Management, LP 0.03% Add +10.1% 1,147 $782K
Ardent Capital Management, Inc. 0.31% No change 1,146 $781K
Regatta Capital Group, LLC 0.12% Add +19.6% 1,141 $778K
B.O.S.S. Retirement Advisors, LLC 0.24% Reduce -4.5% 1,139 $776K
Lincoln Capital LLC 0.14% Reduce -0.5% 1,138 $776K
Tru Independence Asset Management 2, LLC 0.48% No change 1,131 $774K
IVC Wealth Advisors LLC 0.34% No change 1,134 $773K
Ariadne Wealth Management, LP 0.32% Reduce -15.0% 1,134 $773K
Fermata Advisors, LLC 0.18% Add +4.2% 1,130 $771K
Kennedy Investment Group, Inc. 0.29% Add +11.9% 1,129 $770K
Security National Bank 0.11% Add +8.1% 1,129 $770K
Braun-Bostich & Associates Inc. 0.47% Add +1.6% 1,128 $769K
Phraction Management LLC 0.22% Reduce -14.8% 1,128 $769K
Variant Private Wealth, LLC 0.80% Add +2.6% 1,128 $769K
Accelerate Investment Advisors LLC 0.52% Add +1.4% 1,125 $767K
Kidder Stephen W 0.22% Reduce -26.2% 1,125 $767K
Mueller Wealth, LLC 0.63% — 1,125 $767K
Bryant Woods Investment Advisors, LLC 0.30% No change 1,124 $766K
Elite Life Management LLC 1.24% Add +0.8% 1,110 $766K
KFG Wealth Management, LLC 0.10% Reduce -2.0% 1,124 $766K
Ellsworth Advisors, LLC 0.15% Reduce -11.4% 1,102 $763K
Dedeker Financial LLC 0.68% — 1,117 $763K
Alkeme Wealth, LLC 0.32% No change 1,118 $762K
Financial Futures Ltd Liability Co. 0.35% Reduce -0.6% 1,117 $762K
Mainstay Capital Management LLC 0.06% Add +99.5% 1,115 $761K
Point Windward Advisors Inc. 0.37% Add +113.6% 1,115 $760K
Avant Financial Advisors LLC 0.55% No change 1,113 $759K
Allodium Investment Consultants, LLC 0.38% No change 1,113 $759K
Marotta Asset Management 0.14% Reduce -1.0% 1,113 $759K
HighRoad Wealth Advisors, LLC 0.72% — 1,111 $758K
Bath Savings Trust Co 0.08% Reduce -1.6% 1,111 $758K
Innovative Wealth Building LLC 0.55% Add +0.1% 1,110 $757K
Sageworth Trust Co of South Dakota 0.62% No change 1,110 $757K
Ritter Daniher Financial Advisory LLC / DE 0.13% Add +3.5% 1,108 $756K
R. W. Roge & Company, Inc. 0.37% No change 1,106 $754K
Pointe Capital Management LLC 0.37% Reduce -15.3% 1,104 $753K
TD Capital Management LLC 0.07% Add +3.8% 1,102 $752K
Atlas Wealth Partners, LLC 0.83% Add +7.6% 1,102 $751K
Emergent Wealth Advisors, LLC 0.42% Add +38.6% 1,102 $751K
CPA Asset Management Group, LLC 0.26% Add +0.2% 1,100 $750K
Broyhill Asset Management, LLC 0.66% Add +10.0% 1,100 $750K
Chemung Canal Trust Co. 0.15% No change 1,098 $749K
Harbor Group, Inc. 0.11% Reduce -1.1% 1,095 $747K
Bayban 0.66% — 1,091 $744K
Left Brain Wealth Management, LLC 0.26% Reduce -16.5% 1,090 $743K
Wealth Effects LLC 0.23% Reduce -4.9% 1,086 $741K
Aspire Growth Partners LLC 0.52% Add +1.2% 1,086 $740K
Stanley-Laman Group, Ltd. 0.09% Add +140.0% 1,085 $740K
Shade Tree Advisors LLC 0.56% Reduce -54.9% 1,078 $735K
Birch Financial Group, LLC 0.42% Add +12.8% 1,077 $734K
Arvest Investments, Inc. 0.10% No change 1,076 $734K
Patient Capital Management, LLC 0.03% Add +155.3% 1,075 $733K
NavPoint Financial, Inc. 0.31% Add +0.3% 1,074 $732K
MWA Asset Management 0.41% Reduce -20.8% 1,072 $731K
Maxele Advisors, LLC 0.59% Reduce -5.7% 1,070 $730K
Strategic Financial Concepts, LLC 0.67% Reduce -31.6% 1,069 $729K
Smith Shellnut Wilson LLC 0.28% No change 1,068 $728K
Maryland Capital Advisors Inc. 0.25% Add +7.9% 1,066 $727K
Versant Capital Management, Inc 0.09% Reduce -22.7% 1,066 $727K
Mountain Capital Investment Advisors Inc. 0.12% Reduce -4.5% 1,053 $726K
GPS Wealth Strategies Group, LLC 0.62% Reduce -91.2% 1,062 $724K
Austin Wealth Management, LLC 0.11% Reduce -43.5% 1,050 $724K
Seneca Financial Advisors LLC 0.22% Add +0.7% 1,060 $723K
Center for Wealth Management Advisory 0.53% — 1,059 $722K
Hubbell Strickland Wealth Management, LLC 0.29% Add +0.5% 1,057 $721K
CBIZ Investment Advisory Services, LLC 0.03% Add +675.0% 1,054 $719K
Clark Estates Inc. 0.17% No change 1,054 $719K
Lodestone Wealth Management LLC 0.29% Reduce -35.3% 1,053 $718K
Heritage Wealth Management, Inc. 0.20% Reduce -1.0% 1,052 $717K
Butensky & Cohen Financial Security, Inc. 0.19% Reduce -6.6% 1,052 $717K
Harrell Investment Partners, LLC 0.17% No change 1,051 $717K
Creegan & Nassoura Financial Group, LLC 0.47% No change 1,050 $716K
NCM Capital Management, LLC 0.27% No change 1,050 $716K
Choice Wealth Advisors LLC 0.28% Reduce -5.2% 1,049 $715K
Schaeffer Financial LLC 0.62% Reduce -1.7% 1,048 $715K
Quest Investment Management LLC 0.08% Add +3.0% 1,047 $714K
Nova Wealth Management, Inc. 0.49% Reduce -9.6% 1,046 $713K
OneAscent Family Office, LLC 0.48% Reduce -2.3% 1,046 $713K
Cary Street Partners Investment Advisory LLC 0.19% Add +79.5% 1,045 $713K
Kwmg, LLC 0.06% Add +0.2% 1,045 $713K
Investors Research Corp 0.13% Add +2.6% 1,043 $711K
James Hambro & Partners LLP 0.03% Add +40.9% 1,040 $709K
BG Investment Services, LLC 0.63% No change 1,039 $709K
Terra Nova Asset Management LLC 0.47% Add +0.3% 1,039 $708K
Schulz Wealth, LTD. 0.45% No change 1,037 $708K
Beck Capital Management, LLC 0.17% Reduce -5.4% 1,037 $707K
Financial Sense Advisors, Inc. 0.15% Add +0.1% 1,036 $707K
Halbert Hargrove Global Advisors, LLC 0.03% Add +5.1% 1,036 $707K
Wealth Management Associates, Inc. 0.25% Reduce -1.1% 1,034 $705K
180 Wealth Advisors, LLC 0.08% Add +5.1% 1,033 $704K
Scholtz & Company, LLC 0.30% Reduce -1.5% 1,030 $702K
Stirlingshire Investments, Inc. 0.62% — 1,026 $702K
25 LLC 0.22% Add +0.4% 1,029 $701K
DSG Capital Advisors, LLC 0.11% Reduce -57.4% 1,013 $701K
Bay Capital Advisors, LLC 0.43% No change 1,028 $701K
Whitcomb & Hess, Inc. 0.17% Reduce -11.3% 1,010 $701K
Dark Forest Capital Management LP 0.03% New 1,027 $700K
Jmac Enterprises LLC 0.13% Reduce -2.0% 1,027 $700K
RDA Financial Network 0.17% Add +1.7% 1,026 $700K
Alliance Wealth Management Group 0.15% No change 1,026 $700K
FLC Capital Advisors 0.13% Add +139.2% 1,026 $700K
Keystone Financial Services 0.21% Reduce -0.8% 1,026 $700K
Bull Oak Capital, LLC 0.29% No change 1,025 $699K
Lakewood Asset Management LLC 0.41% No change 1,024 $699K
Evolution Wealth Management Inc. 0.58% Add +85.5% 1,024 $698K
Three Seasons Wealth, LLC 0.07% Add +36.3% 1,017 $698K
SilverOak Wealth Management LLC 0.11% Reduce -0.5% 1,022 $697K
RPg Family Wealth Advisory, LLC 0.15% Add +10.9% 1,017 $696K
Signet Private Wealth LLC 0.66% — 1,017 $693K
Nestegg Advisors, Inc. 0.59% Add +0.3% 1,017 $693K
IFC & Insurance Marketing, Inc. 0.69% — 1,013 $691K
WP Advisors, LLC 0.17% Add +15.9% 1,012 $690K
Portfolio Resources Advisor Group, Inc. 0.69% — 1,009 $690K
Carrera Capital Advisors 0.12% Reduce -3.1% 1,008 $689K
M. Kulyk & Associates, LLC 0.13% Add +0.1% 1,006 $686K
Fortitude Financial, LLC 0.58% Reduce -97.8% 1,006 $686K
Athena Investment Management 0.35% No change 1,005 $685K
SKY-Mountain Capital Management, Inc. 0.46% No change 989 $685K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% No change 1,003 $684K
Wolff Financial Management LLC 0.15% No change 1,000 $682K
Sherman Wealth Management LLC 0.59% — 999 $682K
Acima Private Wealth, LLC 0.21% No change 999 $681K
Thrive Capital Management, LLC 0.15% Reduce -1.1% 999 $681K
Tidal Investments LLC 0.00% Reduce -1.1% 998 $681K
Rhumbline Advisers 0.00% No change 998 $681K
3EDGE Asset Management, LP 0.04% Add +34.2% 997 $680K
Monument Group Wealth Advisors, LLC 0.37% Add +64.4% 996 $679K
Stewardship Advisors, LLC 0.16% Add +29.6% 994 $678K
Elevation Wealth Management LLC 0.65% — 992 $677K
Ruggaard & Associates LLC 0.27% No change 992 $676K
Alexis Investment Partners, LLC 0.25% No change 992 $676K
Rowlandmiller & Partners.adv 0.13% Add +0.5% 990 $675K
Hudock, Inc. 0.10% Add +0.2% 988 $674K
DeDora Capital, Inc. 0.16% No change 987 $673K
Hourglass Capital, LLC 0.14% Add +0.5% 984 $671K
Azimuth Capital Investment Management LLC 0.02% Reduce -0.8% 982 $670K
J.M. Arbour, LLC 0.67% — 978 $667K
Amicus Financial Advisors, LLC 0.19% — 977 $666K
Heritage Wealth Management, Inc. 0.43% Reduce -0.2% 977 $666K
Integrated Investment Consultants, LLC 0.13% Reduce -34.8% 977 $666K
MJP Associates Inc. 0.08% Add +2.5% 976 $666K
Ipsen Advisor Group LLC 0.47% Reduce -27.0% 974 $664K
Compass Financial Group, Inc. 0.29% Reduce -4.7% 973 $664K
44 Wealth Management LLC 0.22% Add +47.1% 971 $662K
Creekside Partners 0.28% Add +0.1% 970 $661K
Matisse Capital 0.30% Add +0.1% 967 $659K
Check Capital Management Inc. 0.04% No change 965 $658K
Chris Bulman Inc 0.29% Add +0.5% 965 $658K
Verde Capital Management 0.14% Add +55.6% 963 $657K
Alliance Private Wealth, LLC 0.23% — 951 $656K
Entrewealth, LLC 0.30% Add +18.0% 949 $655K
Hollow Brook Wealth Management LLC 0.17% Reduce -3.5% 953 $652K
Dock Street Asset Management Inc. 0.06% Reduce -18.5% 954 $651K
RS Crum Inc. 0.13% Add +0.1% 954 $650K
Riverview Capital Advisers, LLC 0.20% Add +7.7% 952 $649K
Sfam, LLC 0.59% — 950 $648K
America First Investment Advisors, LLC 0.12% Add +0.2% 950 $648K
Gradient Capital Advisors, LLC 0.17% Reduce -1.6% 949 $647K
Baker Tilly Wealth Management, LLC 0.16% Add +2.2% 948 $647K
BostonPremier Wealth LLC 0.33% Reduce -0.1% 948 $647K
CVA Family Office, LLC 0.07% Add +4.9% 945 $644K
Opus Capital Group, LLC 0.07% No change 944 $644K
Luts & Greenleigh Group, Inc. 0.55% No change 942 $643K
Northeast Planning Associates, Inc. / NH / 0.45% No change 941 $642K
Orrstown Financial Services Inc. 0.11% Reduce -2.1% 939 $640K
Asio Capital, LLC 0.09% Add +5.5% 938 $640K
Meadowbrook Wealth Management, LLC 0.73% Add +9.6% 937 $639K
Great Waters Wealth Management 0.07% Add +0.1% 936 $639K
Quarry Hill Advisors, LLC 0.30% No change 936 $638K
Pacific Sage Partners, LLC 0.10% Add +12.2% 935 $637K
Truvestments Capital LLC 0.12% Add +1.3% 934 $637K
L2 Asset Management, LLC 0.09% No change 933 $636K
Fulcrum Capital LLC 0.13% No change 930 $634K
Harborfront Financial Group LLC 4.72% — 930 $634K
Altrius Capital Management Inc 0.13% Reduce -2.0% 929 $634K
Straight Path Wealth Management 0.17% Add +58.3% 929 $634K
Unified Investment Management 0.64% Reduce -1.1% 929 $633K
FC Advisory LLC 0.18% Reduce -18.2% 929 $633K
Tandem Investment Advisors, Inc. 0.02% New 928 $633K
Ade, LLC 0.31% Reduce -1.1% 926 $632K
ARK & TLK Investments, LLC 0.17% Reduce -3.4% 926 $631K
AIMZ Investment Advisors, LLC 0.18% Add +0.1% 926 $631K
Alpine Bank Wealth Management 0.09% Reduce -0.5% 925 $631K
Lakeshore Financial Planning, Inc. 0.23% Add +3.4% 924 $630K
Fidelis Wealth Advisors LLC 0.91% — 923 $629K
Cauble & Harre Wealth Management, Inc. 0.53% — 920 $629K
FF Advisors,LLC 0.28% No change 922 $629K
Partners in Financial Planning 0.11% Add +0.2% 922 $628K
Lauer Wealth, LLC 0.48% Reduce -1.8% 910 $627K
Benedict Financial Advisors Inc. 0.13% New 918 $626K
Redwood Financial Network Corp 0.40% Add +13.1% 916 $625K
Sunbeam Capital Management, LLC 0.37% Add +0.1% 915 $624K
Elevated Financial Group LLC 0.22% — 1,135 $624K
Hoge Financial Services, LLC 0.34% Reduce -2.1% 914 $623K
RPG Investment Advisory, LLC 0.07% No change 912 $622K
Donalies Financial Planning, LLC 0.53% — 912 $622K
Premier Path Wealth Partners, LLC 0.08% Reduce -99.6% 912 $622K
Thayer Partners, LLC / MA 0.30% — 911 $621K
InvesTrust 0.24% Add +1.7% 909 $620K
Sharp Wealth Advisory, LLC 0.31% No change 908 $619K
Bulwark Capital Corp 0.44% Add +60.5% 907 $619K
Sompo Asset Management Co., Ltd. 0.11% Reduce -17.4% 900 $614K
Keeler Thomas Management LLC 0.29% Add +12.7% 897 $612K
McGlone Suttner Wealth Management, Inc. 0.08% Add +0.1% 897 $612K
Tepp RIA, LLC 0.60% Reduce -1.9% 896 $611K
Anson Capital, Inc. 0.44% Reduce -0.2% 893 $609K
StoneCrest Wealth Management, Inc. 0.25% Add +1.4% 893 $609K
Zullo Investment Group, Inc. 0.22% Reduce -9.6% 890 $607K
Atlantic Family Wealth, LLC 0.46% Reduce -10.8% 883 $603K
Altura Wealth Advisors Inc. 0.26% New 884 $603K
Marietta Investment Partners LLC 0.12% Reduce -0.1% 882 $601K
SevenBridge Financial Group, LLC 0.10% Reduce -0.8% 867 $600K
Lineweaver Wealth Advisors, LLC 0.08% New 880 $600K
Legacy Advisory Services, LLC 0.45% Reduce -6.4% 880 $600K
Clear Retirement Advice LLC 0.47% — 874 $600K
Advocate Group LLC 0.10% No change 879 $599K
Stillwater Wealth Management Group 0.41% Add +0.3% 878 $599K
Ames National Corp. 0.35% No change 878 $599K
Strategic Investment Solutions, Inc. 0.14% Add +16.5% 877 $598K
Daytona Street Capital LLC 0.46% — 877 $598K
Cox Capital Mgt LLC 0.37% Reduce -0.6% 861 $597K
Parkwoods Wealth Partners, LLC 0.18% Add +12.2% 875 $597K
Brown Wealth Management, LLC 0.16% Add +3.0% 873 $595K
Petredis Investment Advisors LLC 0.05% No change 870 $593K
Hamilton Capital Partners, LLC 0.20% No change 868 $592K
Eastover Investment Advisors LLC 0.26% Reduce -0.2% 867 $592K
Roxbury Financial LLC 0.53% Add +0.2% 867 $591K
American Investment Services, Inc. 0.14% Reduce -3.6% 867 $591K
Aerodigm Wealth, LLC 0.23% No change 864 $589K
Private Wealth Management Group, LLC 0.16% Add +239.0% 861 $587K
Finley Financial, LLC 0.27% Reduce -2.5% 861 $587K
Kestra Investment Management, LLC 0.01% Add +70.8% 861 $587K
WealthCare Investment Partners, LLC 0.17% Reduce -1.5% 858 $587K
Villere St Denis J & Co. LLC 0.06% No change 860 $586K
Strathmore Capital Advisors, Inc. 0.19% Add +7.6% 859 $586K
FWG Investments, LLC. 0.37% Reduce -1.5% 859 $586K
Jacobson & Schmitt Advisors, LLC 0.10% Reduce -2.9% 858 $585K
Penn Davis McFarland Inc. 0.06% Reduce -14.5% 856 $584K
Huntleigh Advisors, Inc. 0.10% Add +0.1% 856 $584K
Fishman Jay A Ltd. 0.05% No change 855 $583K
Legacy Solutions, LLC 0.51% Add +0.1% 855 $583K
LPWM LLC 0.15% No change 852 $581K
Clark Asset Management, LLC 0.06% Reduce -54.3% 851 $581K
O'Brien Wealth Partners LLC 0.08% No change 851 $580K
Rahlfs Capital, LLC 0.45% No change 850 $580K
Kingsman Wealth Management, Inc. 0.31% Add +2.5% 850 $579K
JBR Co Financial Management Inc 0.24% Add +3.3% 849 $579K
Quest 10 Wealth Builders, Inc. 0.52% Add +19.3% 848 $579K
Forefront Wealth Management Inc. 0.41% New 848 $578K
Torren Management, LLC 0.30% — 848 $578K
Menlo Advisors LLC 0.26% Reduce -40.0% 1,500 $575K
Colonial River Investments, LLC 0.20% Add +2.7% 841 $573K
Mission Hills Financial Advisory, LLC 0.30% Add +45.6% 840 $573K
Farnam Financial LLC 0.43% No change 839 $572K
Barton Investment Management 0.06% No change 839 $572K
Vista Finance, LLC 0.38% Add +29.3% 838 $572K
Creative Capital Management Investments LLC 0.17% Reduce -1.2% 837 $571K
Beacon Investment Advisors LLC 0.23% Reduce -0.9% 836 $570K
Forbes J M & Co. LLP 0.05% Add +2.2% 834 $569K
Kelly Financial Group LLC 0.14% Reduce -4.3% 833 $568K
High Point Wealth Management, LLC 0.54% — 832 $568K
Woodline Partners LP 0.00% Reduce -99.1% 831 $567K
Vinland Capital Management Gestora de Recursos LTDA. 6.91% New 151 $566K
Alessandra Capital Management, LLC 0.50% — 828 $565K
Boyd Wealth Management, LLC 0.24% Reduce -14.5% 828 $565K
Directional Asset Management 0.50% — 828 $565K
Integrity Investment Advisors, LLC 0.31% Add +0.1% 827 $564K
Broadway Wealth Solutions, Inc. 0.30% New 826 $563K
Covington Investment Advisors Inc. 0.08% Add +43.1% 826 $563K
Parkshore Wealth Management, Inc. 0.21% No change 825 $563K
Boston Standard Wealth Management, LLC 0.09% Add +1.6% 825 $563K
Financial Life Advisors 0.17% Reduce -4.5% 825 $563K
Old Port Advisors 0.14% Reduce -13.3% 824 $562K
Dopkins Wealth Management, LLC 0.23% Reduce -11.9% 824 $562K
Torque Asset Management LLC 0.19% Reduce -97.1% 824 $562K
SMH Capital Advisors Inc. 1.14% Reduce -0.6% 819 $559K
Ball & Co Wealth Management Inc. 0.36% Add +0.0% 817 $558K
PCM Encore, LLC 0.12% — 818 $558K
Emory University 0.35% Reduce -4.1% 816 $556K
Wealthgarden F.S. LLC 0.37% Reduce -9.5% 802 $556K
Campbell Newman Asset Management Inc. 0.04% New 814 $555K
Hudson Oak Wealth Advisory LLC 0.49% — 812 $554K
Gill Capital Partners, LLC 0.17% Reduce -3.6% 810 $552K
WJ Wealth Management, LLC 0.24% Add +7.0% 809 $551K
Avid Wealth Partners LLC 0.27% Add +6.5% 805 $549K
Instrumental Wealth, LLC 0.33% Add +23.2% 796 $549K
Enzi Wealth 0.19% Reduce -9.9% 793 $547K
New Capital Management LP 0.14% Reduce -2.3% 802 $547K
Bollard Group LLC 0.01% No change 800 $546K
HC Advisors, LLC 0.38% No change 800 $546K
Flynn Zito Capital Management, LLC 0.19% Add +0.1% 800 $545K
Asset Planning Services Inc. /La/ 0.24% Reduce -4.8% 799 $545K
SLT Holdings LLC 0.36% Reduce -3.6% 798 $544K
KDK Private Wealth Management, LLC 0.47% No change 795 $542K
Harbor Advisory Corp. 0.16% No change 794 $541K
Finward Bancorp 0.42% Reduce -3.4% 793 $541K
Darwin Wealth Management, LLC 0.17% Add +243.3% 2,678 $540K
Farrow Financial, Inc. 0.31% Reduce -1.0% 792 $540K
Allen Capital Group, LLC 0.05% Add +3.5% 789 $538K
Boulder Wealth Advisors, LLC 0.23% No change 787 $536K
Bluestem Financial Advisors, LLC 0.21% Reduce -8.2% 786 $536K
Rakuten Securities, Inc. 0.17% Add +40.4% 786 $536K
Parkway Wealth Management Group, LLC 0.07% — 784 $535K
AMJ Financial Wealth Management 0.13% Add +0.3% 784 $535K
Adell Harriman & Carpenter Inc. 0.03% No change 784 $535K
Western Pacific Wealth Management, LP 0.52% No change 782 $534K
Beverly Hills Private Wealth, LLC 0.09% No change 782 $533K
Crew Capital Management, Ltd 0.34% No change 782 $533K
Elgethun Capital Management 0.09% Add +27.8% 781 $533K
Grant Private Wealth Management Inc 0.32% Reduce -5.7% 781 $533K
Oak Asset Management, LLC 0.18% No change 780 $532K
Picton Mahoney Asset Management 0.01% No change 780 $532K
Fulcrum Wealth Advisors, LLC 0.44% — 780 $532K
Sachem Hill LLC 0.10% Add +4.4% 777 $530K
Strategic Planning Group, LLC 0.07% Add +5.2% 776 $530K
Trace Wealth Advisors, LLC 0.38% Reduce -3.1% 775 $528K
WestHill Financial Advisors, Inc. 0.10% No change 774 $528K
Planned Solutions, Inc. 0.17% No change 774 $528K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.49% — 773 $527K
PFW Advisors LLC 0.16% No change 773 $527K
Vannoy Advisory Group, Inc. 0.33% No change 771 $526K
Retirement Planning Group, LLC / NY 0.36% Add +0.3% 764 $523K
Certior Financial Group, LLC 0.36% Add +0.5% 765 $522K
LifeGoal Investments, LLC 0.35% Add +26.9% 765 $522K
William B. Walkup & Associates, Inc. 0.29% No change 765 $522K
Brown Financial Advisory 0.26% Reduce -0.4% 765 $522K
Fortitude Family Office, LLC 0.12% No change 764 $521K
Commons Capital, LLC 0.37% Add +31.9% 764 $521K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -4.6% 763 $520K
North Forty Two & Co. 0.49% No change 762 $519K
Knightsbridge Asset Management, LLC 0.08% Add +21.4% 761 $519K
55 North Private Wealth, LLC 0.14% — 760 $518K
Stage Harbor Financial, LLC 0.35% No change 757 $516K
Landmark Wealth Management, LLC 0.20% No change 756 $516K
Access Financial Services, Inc. 0.19% Reduce -11.4% 756 $516K
First National Advisers, LLC 0.07% Reduce -41.0% 753 $513K
Elite Financial, Inc. 0.23% Reduce -4.2% 750 $513K
RMR Capital Management, LLC 0.37% Add +116.8% 750 $512K
Atwater Malick LLC 0.14% No change 750 $511K
SFE Investment Counsel 0.08% No change 750 $511K
Vision Capital Management, Inc. 0.06% Reduce -1.4% 749 $511K
Kensington Investment Counsel, LLC 0.21% No change 747 $510K
Triton Financial Group Inc 0.34% Reduce -2.2% 745 $508K
Cross Staff Investments Inc 0.28% Add +9.7% 745 $508K
Councilor Wealth, LLC 0.24% Reduce -25.6% 745 $508K
Gerber, LLC 0.28% Add +0.1% 744 $507K
BlueStem Wealth Partners, LLC 0.06% Add +26.4% 743 $506K
Kathmere Capital Management, LLC 0.03% Reduce -22.6% 742 $506K
Premier Financial Group 0.13% No change 738 $506K
Seascape Capital Management 0.14% Add +0.8% 742 $506K
Asempa Wealth Advisors 0.43% — 739 $504K
Vance Wealth, LLC 0.15% No change 735 $503K
McNaughton Wealth Management, LLC 0.21% No change 737 $503K
Morton Community Bank 0.11% Reduce -24.5% 725 $502K
Kondo Wealth Advisors, Inc. 0.19% Reduce -0.4% 734 $501K
Andina Capital Management, LLC 0.30% Add +5.8% 733 $500K
Sonoma Private Wealth LLC 0.60% No change 732 $499K
Detalus Advisors, LLC 0.12% No change 731 $499K
MADDEN SECURITIES Corp 0.15% New 727 $496K
Dynamic Financial Group 0.42% Reduce -2.4% 727 $495K
MN Wealth Advisors, LLC 0.25% Add +8.4% 724 $494K
Legacy Bridge, LLC 0.20% Reduce -2.8% 724 $494K
Regimen Wealth, LLC 0.14% Add +0.3% 723 $493K
Cornerstone Planning, LLC 0.11% — 722 $492K
David Kennon Inc 0.17% Add +0.1% 722 $492K
Centennial Advisors, LLC 0.64% — 721 $492K
Parker Financial LLC 0.20% No change 721 $492K
HWG Holdings LP 0.12% No change 721 $492K
One Wealth Capital Management, LLC 0.21% Reduce -5.5% 720 $491K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -7.7% 720 $491K
Centennial Wealth Advisory LLC 0.13% Reduce -8.3% 718 $490K
Timonier Family Office, LTD. 0.16% No change 715 $489K
Monetary Solutions, Ltd 0.48% — 716 $488K
Montgomery Investment Management Inc. 0.18% No change 716 $488K
Crabel Capital Management, LLC 0.37% New 715 $488K
Partnership Wealth Management, LLC 0.35% Reduce -16.9% 714 $487K
Hoffman, Alan N Investment Management 0.27% Reduce -0.1% 712 $486K
Benson Investment Management Company, Inc. 0.17% No change 712 $485K
CJM Wealth Advisers, Ltd. 0.14% Reduce -15.1% 711 $485K
Spectrum Investment Advisors, Inc. 0.24% Add +3.1% 707 $482K
Presilium Private Wealth, LLC 0.09% No change 705 $481K
Eagle Harbor Asset Management Inc. 0.40% Add +0.1% 705 $481K
Arcadia Investment Management Corp. 0.08% Reduce -19.1% 704 $480K
Cadent Capital Advisors, LLC 0.13% Reduce -30.1% 704 $480K
Up Strategic Wealth Investment Advisors LLC 0.35% No change 695 $480K
Uniting Wealth Partners, LLC 0.15% No change 698 $477K
Van Diest Capital, LLC 0.71% — 700 $477K
FLP Wealth Management, LLC 1.13% New 697 $475K
Atomic Invest LLC 0.27% — 692 $475K
Cooper Capital Advisors LLC 0.30% No change 695 $474K
Fortis Advisors, LLC 0.26% Reduce -1.3% 694 $473K
Lester Murray Antman dba SimplyRich 0.12% No change 694 $473K
Highline Wealth Partners LLC 0.13% Add +0.6% 692 $472K
Carnegie Lake Advisors LLC 0.18% Add +0.1% 690 $471K
Altiora Financial Group, LLC 0.08% Add +0.3% 688 $469K
Topel & Distasi Wealth Management, LLC 0.23% Reduce -3.2% 687 $469K
AG Asset Advisory, LLC 0.40% Add +92.4% 687 $468K
Tower Research Capital LLC (TRC) 0.01% Reduce -99.9% 687 $468K
Anchor Capital Advisors LLC 0.01% Add +1.9% 684 $466K
WealthTrust Asset Management, LLC 0.33% No change 684 $466K
Moller Wealth Partners 0.10% No change 684 $466K
Pflug Koory, LLC 0.22% Add +0.1% 684 $466K
Great Point Wealth Advisors, LLC 0.09% Reduce -2.7% 684 $466K
Global Wealth Strategies & Associates 0.12% Add +10.5% 683 $466K
Clearwave Capital, LLC 0.34% — 681 $464K
Balanced Rock Investment Advisors LLC 0.33% Reduce -1.3% 676 $461K
CLG LLC 0.11% Reduce -9.4% 676 $461K
Gilbert Capital Group, Inc. 0.35% No change 675 $460K
Ballast Financial Advisors LLC 0.47% — 674 $460K
CCM Investment Advisers LLC 0.04% Add +1.7% 674 $460K
Meadow Creek Wealth Advisors LLC 0.29% Add +0.1% 673 $459K
Miller Wealth Advisors, LLC 0.17% Add +0.3% 672 $458K
Teamwork Financial Advisors, LLC 0.05% Reduce -1.5% 669 $456K
Mayfair Advisory Group, LLC 0.18% Add +0.1% 666 $455K
Legacy Capital Group California, Inc. 0.11% Reduce -11.7% 666 $454K
Balanced Wealth Group LLC 0.17% Reduce -9.2% 678 $453K
Mill Capital Management, LLC 0.03% Add +12.9% 664 $453K
Littlejohn Financial Services, Inc. 0.33% No change 663 $452K
TPG Financial Advisors, LLC 0.15% Reduce -8.9% 663 $452K
Corundum Trust Company, INC 1.03% Reduce -59.0% 662 $451K
Planning Directions Inc. 0.23% Add +29.0% 662 $451K
Rather & Kittrell, Inc. 0.07% Reduce -16.4% 662 $451K
Cidel Asset Management Inc. 0.03% Reduce -5.8% 661 $451K
Capital Squared Financial LLC 0.35% Add +8.0% 660 $450K
Integris Wealth Management, LLC 0.10% Reduce -7.3% 660 $450K
Signature Resources Capital Management, LLC 0.23% No change 660 $450K
Cornerstone Enterprises, LLC 0.22% No change 660 $450K
Northwest Wealth Management, LLC 0.07% No change 656 $447K
Concentrum Wealth Management 0.12% New 654 $446K
Brick & Kyle, Associates 0.16% No change 653 $445K
Acute Investment Advisory, LLC 4.31% Reduce -14.3% 652 $445K
Lifelong Wealth Advisors, Inc. 0.12% Add +96.4% 652 $445K
Advus Financial Partners, LLC 0.11% No change 652 $444K
Francis Financial, Inc. 0.09% No change 651 $444K
Pacifica Partners Inc. 0.20% Reduce -5.5% 649 $443K
Stone Loft Wealth Management LLC 0.42% — 650 $443K
Mittelman Wealth Management 0.29% Reduce -0.6% 645 $440K
Davidson Capital Management Inc. 0.10% No change 645 $440K
Templeton & Phillips Capital Management, LLC 0.29% No change 645 $440K
Eliot Finkel Investment Counsel, LLC 0.27% No change 645 $440K
Pine Harbor Wealth Management, LLC 0.13% Add +0.3% 642 $438K
Troutman Wealth Management, LLC 0.36% — 642 $438K
Baugh & Associates, LLC 0.22% Add +8.0% 719 $438K
Jim Saulnier & Associates, LLC 0.23% Add +26.0% 640 $436K
Banque Transatlantique SA 0.01% No change 635 $435K
Greenland Capital Management LP 0.07% New 638 $435K
Merrithew & Thorsten Inc 0.46% — 639 $435K
Graham Capital Wealth Management, LLC 0.40% Reduce -24.6% 638 $435K
Scissortail Wealth Management, LLC 0.10% Reduce -0.2% 637 $434K
Nomura Asset Management Co. Ltd. 0.00% Reduce -53.7% 637 $434K
O'Brien Greene & Co. Inc 0.13% Add +1.3% 634 $433K
Eaton-Cambridge Inc. 0.14% Reduce -3.8% 634 $432K
Forum Private Client Group LLC 0.15% Reduce -6.5% 634 $432K
Field & Main Bank 0.12% Reduce -1.3% 633 $432K
TCP Asset Management, LLC 0.07% No change 633 $432K
Coquina Private Wealth LLC 0.35% — 632 $431K
Avondale Wealth Management 0.22% Reduce -14.8% 632 $431K
New England Professional Planning Group Inc. 0.18% No change 631 $430K
Murphy, Middleton, Hinkle & Parker, Inc. 0.21% Reduce -78.7% 2,024 $429K
Southland Equity Partners LLC 0.08% Add +6.5% 626 $427K
Mindset Wealth Management, LLC 0.11% Add +95.9% 1,109 $427K
Partners Wealth Management, LLC 0.45% Reduce -1.9% 625 $426K
Interactive Financial Advisors, Inc. 0.28% Reduce -9.2% 624 $426K
Robinswood Financial LLC 0.14% Add +0.3% 624 $426K
Synergy Investment Management, LLC 0.15% Add +2.1% 623 $425K
Cascade Investment Advisors, Inc. 0.25% Reduce -3.9% 622 $424K
Gallagher Capital Advisors, LLC 0.27% Add +0.6% 675 $424K
Harvey Capital Management Inc. 0.09% New 620 $423K
Integrated Capital Management, LLC 0.18% Reduce -23.8% 620 $423K
Dudley Capital Management, LLC 0.18% Add +3.7% 618 $421K
Strategent Financial, LLC 0.27% No change 617 $421K
Trajan Wealth LLC 0.02% Add +16.7% 616 $420K
Redmond Asset Management, LLC 0.11% Reduce -2.2% 614 $419K
Norris Perne & French LLP 0.03% No change 614 $418K
Crane Advisory, LLC 0.06% No change 600 $417K
Strategic Financial Partners, Ltd. 0.18% No change 611 $417K
DeLarme Wealth Management, Inc. 0.29% — 609 $415K
Thomasville National Bank 0.03% Add +48.3% 608 $415K
Rf&l Wealth Management, LLC 0.23% Reduce -19.8% 607 $414K
St. Clair Advisors, LLC 0.11% New 607 $414K
Sanders Morris Harris LLC 0.64% Reduce -98.5% 599 $413K
Meridian Wealth Partners, LLC 0.06% No change 606 $413K
WPG Advisers, LLC 0.31% Add +0.3% 604 $412K
Heritage Oak Wealth Advisors LLC 0.15% New 602 $412K
Daner Wealth Management, LLC 0.25% Reduce -1.3% 593 $411K
Greenwood Capital Associates LLC 0.04% Add +28.6% 602 $411K
Rinkey Investments 0.10% No change 601 $410K
Arcadia Wealth Management, LLC 0.15% Reduce -3.5% 600 $409K
Tilia Fiduciary Partners, Inc. 0.23% Reduce -0.5% 598 $408K
Walled Lake Planning & Wealth Management, LLC 0.13% Add +4.9% 597 $407K
Smith Partners Wealth Management, LLC 0.37% — 596 $406K
Herold Advisors, Inc. 0.09% No change 596 $406K
Shepherd Kaplan Krochuk, LLC 0.34% Add +0.3% 596 $406K
Boyum Wealth Architects LLC 0.19% Add +15.0% 589 $406K
Strengthening Families & Communities, LLC 0.14% Add +4.2% 594 $405K
Schiavi & Co LLC 0.13% Reduce -4.8% 593 $404K
Presidio Capital Management, LLC 0.12% Add +6.5% 591 $403K
Muirfield Wealth Advisors LLC 0.30% Reduce -1.0% 591 $403K
Boomfish Wealth Group, LLC 0.21% Add +7.1% 590 $402K
Vectors Research Management, LLC 0.12% Reduce -2.5% 588 $401K
Harfst & Associates, Inc. 0.07% No change 588 $401K
Meadowbrook Advisors Group, LLC 0.23% — 587 $400K
ShankerValleau Wealth Advisors, Inc. 0.11% No change 587 $400K
Maltin Wealth Management, Inc. 0.16% Reduce -28.9% 586 $399K
Spurstone Advisory Services, LLC 6.27% No change 585 $399K
Redstone Wealth Management, LLC 0.32% — 585 $399K
Stonekeep Investments, LLC 0.25% Reduce -9.5% 584 $398K
Koa Wealth Management, LLC 0.27% Reduce -12.9% 583 $398K
Pacific Excel Wealth Advisors, Inc. 0.75% — 582 $397K
Bayesian Capital Management, LP 0.91% Reduce -84.3% 580 $396K
Stillwater Capital Advisors, LLC 0.04% Add +7.6% 579 $395K
Gentry Private Wealth, LLC 0.25% Reduce -23.3% 578 $394K
Astoria Strategic Wealth, Inc. 0.10% No change 578 $394K
Walker Financial Services, Inc. 0.14% Reduce -2.7% 577 $394K
Probity Advisors, Inc. 0.06% Reduce -24.6% 577 $393K
Ballew Advisors, Inc 0.22% No change 566 $393K
Kilter Group LLC 0.17% No change 576 $393K
GLOBALT Investments LLC / GA 0.01% Reduce -5.0% 575 $392K
Keystone Financial Services, LLC 0.27% Reduce -16.4% 574 $391K
Forteris Wealth Management Inc. 0.38% — 573 $391K
Blume Capital Management, Inc. 0.07% No change 572 $390K
Sweeney & Michel, LLC 0.11% Reduce -1.4% 561 $388K
Oakmont Advisory Group, LLC 0.41% — 568 $388K
Wealth Management Strategies, Inc. 0.18% Add +0.3% 566 $386K
Diligent Investors, LLC 0.09% Reduce -9.8% 563 $384K
Elm3 Financial Group, LLC 0.32% Reduce -24.9% 563 $384K
Higgins & Schmidt Wealth Strategies LLC 0.18% Reduce -18.6% 562 $383K
Ring Mountain Capital, LLC 0.20% Reduce -15.3% 554 $383K
First Citizens Financial Corp 0.19% No change 558 $381K
Kimelman & Baird, LLC 0.03% No change 557 $380K
Cedar Mountain Advisors, LLC 0.07% Add +0.2% 555 $379K
Elevated Capital Advisors, LLC 0.09% No change 554 $378K
IAG Wealth Partners, LLC 0.04% No change 554 $378K
Lynch & Associates 0.07% No change 553 $377K
Bank of Stockton 0.11% Reduce -73.5% 552 $376K
Yukon Wealth Management, Inc. 0.22% Reduce -35.1% 549 $376K
Viawealth, LLC 0.21% Reduce -2.1% 550 $375K
AF Advisors, Inc. 0.14% No change 550 $375K
Tme Financial, Inc. 0.26% Add +22.2% 550 $375K
Brio Consultants, LLC 0.05% No change 549 $374K
Aquire Wealth Advisors, LLC 0.10% Add +2.4% 548 $374K
Aster Capital Management (DIFC) Ltd 0.16% Add +639.2% 547 $373K
Poehling Capital Management, INC. 0.08% Reduce -6.0% 547 $373K
Conrad Siegel Investment Advisors, Inc. 0.07% No change 545 $372K
Frankly Finances, LLC 0.35% — 545 $372K
Everest Private Wealth 0.21% Reduce -4.7% 544 $371K
Plus Group Wealth Advisors LLC 0.41% — 544 $371K
ATX Financial Planning, LLC 0.29% — 544 $371K
Cardinal Capital Management 0.05% Reduce -0.2% 542 $371K
Glass Jacobson Investment Advisors llc 0.13% Add +0.2% 541 $369K
Hill Island Financial LLC 0.09% Reduce -2.9% 541 $369K
Vickerman Investment Advisors, Inc. 0.07% Reduce -14.3% 541 $369K
Hilltop Wealth Advisors, LLC 0.18% No change 540 $368K
Tarbox Family Office, Inc. 0.06% Reduce -30.1% 539 $368K
Strong Tower Advisory Services 0.07% Add +0.2% 538 $367K
PeakShares LLC 0.36% — 538 $367K
Somerville Kurt F 0.06% No change 536 $366K
PYA Waltman Capital, LLC 0.10% No change 535 $365K
Dash Acquisitions Inc. 0.08% Reduce -62.5% 531 $364K
KWB Wealth 0.03% Reduce -4.8% 533 $363K
Disciplined Equity Management, Inc. 0.19% No change 532 $363K
Argent Advisors, Inc. 0.10% Add +7.7% 532 $363K
Worth Asset Management, LLC 0.15% Add +2.9% 530 $362K
Security National Bank of Sioux City Iowa 0.23% No change 530 $361K
Delaney Dennis R 0.18% New 530 $361K
Hager Investment Management Services, LLC 0.20% No change 528 $360K
Longview Financial Advisors LLC 0.20% No change 527 $359K
Spectrum Planning & Advisory Services Inc. 0.18% Reduce -6.2% 527 $359K
Vantage Investment Partners, LLC 0.02% Add +1.8% 524 $357K
Investidor Profissional Gestao de Recursos Ltda. 0.27% New 522 $356K
4WEALTH Advisors, Inc. 0.31% Add +7.9% 521 $356K
Mechanics Financial Corp 0.13% No change 521 $355K
Financial Strategies Group, Inc. 0.06% No change 513 $355K
Raine Capital LLC 2.14% New 520 $355K
Tenon Financial LLC 0.15% New 520 $355K
PSI Advisors, LLC 0.09% No change 518 $353K
Richardson Capital Management LLC 0.18% Add +0.6% 518 $353K
ODonnell Financial Services, LLC 0.12% No change 517 $353K
Future Financial Wealth Managment LLC 0.24% No change 520 $352K
Tamar Securities, LLC 0.04% Reduce -0.2% 516 $352K
Mustard Seed Financial, LLC 0.22% Add +0.8% 516 $352K
Community Bank of Raymore 0.24% No change 515 $351K
Coerente Capital Management 0.06% Reduce -16.3% 515 $351K
Petix & Botte Co 0.08% Reduce -9.8% 514 $351K
Pachira Investments Inc. 0.17% Add +12.0% 513 $350K
Magnolia Wealth Management, LLC 0.21% Add +65.0% 513 $350K
Zinnia Wealth Advisory, LLC 0.38% — 512 $349K
Financially in Tune, LLC 0.33% — 512 $349K
Elk River Wealth Management LLC 0.06% Add +0.2% 510 $349K
Sara-Bay Financial 0.10% New 507 $348K
Platt Wealth Management LLC 0.34% — 511 $348K
Hunter Associates Investment Management LLC 0.05% Add +3.6% 512 $348K
Davis Investment Partners, LLC 0.12% Add +3.0% 509 $347K
Cassady Wealth & Retirement Planning, LLC 0.23% — 508 $346K
Whitener Capital Management, Inc. 0.08% Add +24.5% 508 $346K
marrick wealth, LLC 0.28% — 506 $345K
Wisconsin Wealth Advisors, LLC 0.34% No change 505 $344K
Thompson Davis & Co., Inc. 0.21% Reduce -0.4% 504 $344K
Sound Stewardship, LLC 0.16% No change 504 $344K
Everest Financial Group LLC 0.08% — 504 $344K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -11.3% 503 $343K
JHP Wealth Management, LLC 0.33% — 503 $343K
Petra Financial Advisors Inc. 0.20% Reduce -5.1% 501 $342K
Granite Islands Private Wealth, LLC 0.31% — 500 $341K
Fiscal Wisdom Wealth Management, LLC 0.32% No change 499 $340K
Corepath Wealth Partners LLC 0.23% Reduce -19.3% 489 $340K
Cathy Pareto & Associates, Inc. 0.23% Reduce -16.5% 496 $338K
Oak Barrel Wealth Advisory LLC 0.20% — 495 $337K
Continuum Wealth Advisors, LLC 0.13% Add +19.3% 494 $337K
Cutler Capital Management, LLC 0.12% Reduce -1.8% 493 $336K
M Wealth Management, LLC 0.29% No change 493 $336K
Post Resch Tallon Group Inc. 0.28% Reduce -2.8% 492 $336K
Fiduciary Advisors, Inc. 0.25% Reduce -4.1% 491 $335K
tru Independence LLC 0.08% Reduce -11.9% 490 $334K
Mullooly Asset Management, Inc. 0.12% Add +0.4% 490 $334K
AA Financial Advisors, LLC 0.06% New 489 $333K
Crescent Sterling, Ltd. 0.34% Add +10.9% 488 $333K
Weybosset Research & Management LLC 0.10% Add +13.0% 488 $333K
EnRich Financial Partners LLC 0.09% Reduce -26.7% 488 $333K
Carlson Financial, Inc. 0.19% — 487 $332K
Stableford Capital II LLC 0.12% Reduce -0.8% 487 $332K
Waystone Advisors LLC 0.28% — 485 $331K
Southern Capital Advisors, LLC 0.15% Reduce -6.7% 484 $330K
Whitaker-Myers Wealth Managers, LTD. 0.07% Add +1.7% 484 $330K
McRae Capital Management Inc. 0.07% Add +12.7% 481 $328K
Rubicon Advisors, GP 0.31% — 480 $328K
CarsonAllaria Wealth Management, Ltd. 0.16% Reduce -11.6% 480 $328K
Northwest Wealth Advisors, LLC 0.25% — 480 $327K
Dougherty & Associates, LLC 0.29% — 480 $327K
Morey & Quinn Wealth Partners, LLC 0.23% Reduce -16.6% 479 $327K
Louisbourg Investments Inc. 0.06% Reduce -25.9% 478 $326K
Blackhill Capital Inc. 0.02% No change 478 $326K
Gray Private Wealth, LLC 0.16% No change 478 $326K
Burns Matteson Capital Management, LLC 0.13% Reduce -8.1% 477 $325K
Reliant Investment Partners, LLC 0.25% No change 476 $325K
TradeWell Securities, LLC. 0.13% No change 475 $324K
Provident Co of the Employees of the Hebrew University LTD 0.34% New 474 $324K
Lauterbach Financial Advisors, LLC 0.16% Reduce -8.5% 475 $324K
Eight 31 Financial, LLC 0.18% New 474 $323K
Sarver Vrooman Wealth Advisors 0.21% No change 474 $323K
Harold Davidson & Associates Inc. 0.14% Reduce -2.9% 474 $323K
Cogent Private Wealth, Inc. 0.25% — 473 $323K
Adapt Wealth Advisors, LLC 0.11% Reduce -4.1% 473 $323K
Downshift Financial, LLC 0.20% — 476 $322K
Bucket List Wealth Management, LLC 0.19% — 472 $322K
J.E. Simmons & Co., P.C. 0.21% — 471 $321K
Axos Invest Inc. 0.24% Reduce -3.7% 470 $320K
Peloton Wealth Strategists 0.13% Reduce -33.9% 469 $320K
Winter & Associates, Inc. 0.29% — 467 $318K
DLD Asset Management, LP 0.11% New 466 $318K
Capital Square, LLC 0.16% Add +30.6% 465 $317K
FIDELIS iM, LLC 0.12% New 465 $317K
Clear Investment Research, LLC 0.53% No change 465 $317K
Alexander Labrunerie & Co., Inc. 0.12% Add +0.2% 465 $317K
Salvus Wealth Management, LLC 0.18% Add +17.1% 465 $317K
Driehaus Capital Management LLC 0.00% New 464 $316K
Wrenne Financial Planning LLC 0.13% Add +3.4% 462 $315K
Dagco, Inc. 0.07% No change 462 $315K
Gaddis Premier Wealth Advisors LLC 0.24% — 461 $314K
Moulton Wealth Management, Inc. 0.30% Add +0.4% 460 $314K
Tradewinds Capital Management, LLC 0.07% Add +96.6% 460 $314K
WMS Group LLC 0.40% — 460 $314K
Portfolio Strategies, Inc. 0.04% Add +4.8% 458 $312K
McCarthy & Cox 3.79% Reduce -88.4% 458 $312K
Client First Capital LLC 0.13% New 458 $312K
Jag Capital Management, LLC 0.03% Add +11.2% 457 $312K
Bond & Devick Financial Network, Inc. 0.09% No change 456 $311K
Cornerstone Management, Inc. 0.05% No change 456 $311K
SVRN Asset Management, LLC 0.26% — 455 $310K
Lane Brothers & Co. Inc. 0.22% — 455 $310K
Sunburst Financial Group, LLC 0.06% Add +3.0% 454 $310K
Clay Northam Wealth Management, LLC 0.17% Add +0.2% 452 $308K
Red Mountain Financial, LLC 0.30% Add +11.3% 452 $308K
Chancellor Financial Group WB LP 0.21% No change 451 $308K
ETF Portfolio Partners, Inc. 0.08% Add +32.6% 451 $308K
Schulhoff & Co. Inc. 0.13% No change 450 $307K
Ramirez Asset Management, Inc. 0.04% No change 450 $307K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.21% No change 443 $306K
Beckerman Institutional, LLC 0.17% No change 448 $306K
Golden Bell Financial Planning LLC 0.25% No change 448 $306K
Belleair Asset Management, LLC 0.29% — 447 $305K
Jackson Thornton Wealth Management, LLC 0.03% No change 440 $304K
DORVAL Corp 0.10% Add +0.2% 446 $304K
Piedmont Capital Management, LLC 0.16% No change 446 $304K
Palatine Hill Wealth Management, LLC 0.24% — 445 $304K
Uhlmann Price Securities, LLC 0.18% Add +0.2% 445 $303K
Skyline Advisors, Inc. 0.10% Add +6.0% 444 $303K
Pring Turner Capital Group Inc. 0.19% Reduce -33.8% 444 $303K
Banco BTG Pactual S.A. 0.05% No change 444 $303K
Alongside, LLC 0.10% — 444 $303K
Twelve Points Wealth Management LLC 0.07% Add +9.8% 435 $302K
Quantum Financial Planning Services, Inc. 0.11% Reduce -1.8% 443 $302K
Colton Groome Financial Advisors, LLC 0.09% Reduce -4.1% 440 $300K
KOM Wealth Management Group, LLC 0.21% Reduce -4.0% 438 $299K
GFG Capital, LLC 0.11% Add +20.4% 437 $298K
Everstar Asset Management, LLC 0.16% Add +22.8% 437 $298K
Paragon Advisors, LLC 0.08% Reduce -71.8% 437 $298K
Heritage Family Offices, LLP 0.14% No change 436 $297K
PW Nova Financial Services LLC 0.11% — 435 $297K
WHI TRUST Co LLC 0.23% — 435 $297K
Titan Wealth (CI) Ltd 0.11% — 435 $297K
Riversedge Advisors, LLC 0.05% Add +0.2% 435 $297K
Oakmont Investment Advisors, Inc. 0.22% — 434 $296K
ROSS\JOHNSON & Associates LLC 5.48% No change 432 $295K
Melone Private Wealth, LLC 0.12% Reduce -20.8% 430 $293K
Talisman Wealth Advisors LLC 0.23% No change 426 $292K
Newport Capital Group, LLC 0.18% Reduce -0.2% 425 $291K
William Allan Corp 0.16% New 426 $290K
M. Kraus & Co 0.08% No change 426 $290K
Gibraltar Capital Management, Inc. 0.05% Add +10.9% 426 $290K
OLIO Financial Planning 0.08% No change 426 $290K
BetterWealth, LLC 0.07% Reduce -0.2% 425 $290K
Schmidt P J Investment Management Inc. 0.05% Reduce -7.6% 425 $290K
NRI Wealth Management LC 0.15% No change 424 $289K
Garrett Wealth Advisory Group, LLC 0.05% New 424 $289K
Arcataur Capital Management LLC 0.08% No change 423 $289K
Western Reserve Capital Management, LLC 0.27% — 423 $288K
Biondo Investment Advisors, LLC 0.03% No change 423 $288K
Valued Retirements, Inc. 0.28% Add +0.2% 423 $288K
Adaptive Financial Consulting, LLC 0.11% No change 421 $287K
Godfrey Financial Associates, Inc. 0.25% — 421 $287K
Barnett & Company, Inc. 0.23% No change 420 $286K
Brady Martz Wealth Solutions, LLC 0.05% Add +16.7% 420 $286K
Kaufman Rossin Wealth, LLC 0.15% Add +12.9% 419 $286K
Trust Co of Kansas 0.13% No change 418 $285K
Quattro Financial Advisors LLC 0.08% No change 416 $285K
Harbour Investment Management LLC 0.15% Add +23.8% 416 $284K
Flywheel Private Wealth LLC 0.18% No change 417 $284K
Wealth Advisory Team LLC 0.25% — 415 $284K
Stone House Investment Management, LLC 0.04% Reduce -99.5% 416 $284K
Coston, McIsaac & Partners 0.07% No change 415 $283K
Lighthouse Financial LLC 0.18% Add +5.9% 415 $283K
Inman Jager Wealth Management, LLC 0.17% No change 414 $282K
Pandowealth. LLC 0.26% — 414 $282K
Lantern Wealth Advisors, LLC 0.15% Reduce -99.2% 413 $282K
Mystic Asset Management, Inc. 0.06% Add +11.9% 413 $282K
Aviso Wealth Management 0.12% Add +0.5% 412 $281K
LM Advisors LLC 1.11% Reduce -82.9% 49,811 $281K
Gleason Group, Inc. 0.03% Reduce -1.0% 411 $281K
Fox Hill Wealth Management 0.13% Reduce -13.8% 411 $281K
Prodigy Asset Management LLC 0.10% No change 411 $280K
Inspire Advisors, LLC 0.03% Reduce -29.5% 411 $280K
CYBER HORNET ETFs LLC 0.17% Reduce -43.1% 410 $280K
Peak Financial Management, Inc. 0.07% No change 409 $279K
Independent Solutions Wealth Management, LLC 0.05% New 409 $279K
Bowman & Co S.C. 0.12% No change 408 $279K
Koesten, Hirschmann & Crabtree, INC. 0.14% Reduce -1.2% 408 $278K
Vantage Point Financial LLC 0.10% Reduce -50.7% 406 $277K
Oxford Wealth Group, LLC 0.13% — 406 $277K
Leelyn Smith, LLC 0.04% Add +32.7% 406 $277K
DF Dent & Co. Inc. 0.00% No change 406 $277K
O'Connor Financial Group LLC 0.11% Reduce -4.5% 401 $277K
Durante & Waters, LLC 0.19% No change 405 $276K
Harbor Asset Planning, Inc. 0.24% Add +0.3% 404 $276K
Notis-McConarty Edward 0.13% Reduce -2.4% 404 $275K
Kenora Financial, LLC 0.09% Add +22.8% 404 $275K
Stark Wealth Management LLC 1.03% New 2,680 $275K
One Wealth Advisors, LLC 0.03% Add +18.5% 403 $275K
Avalon Advisory Group 0.11% No change 403 $275K
Encompass Wealth Advisors, LLC 0.09% Reduce -71.3% 403 $275K
First Bank & Trust 0.04% No change 402 $274K
DWR Wealth Management, LLC 0.25% — 398 $274K
Sterling Group Wealth Management, LLC 0.13% No change 399 $272K
Town Capital LLC 0.22% — 398 $271K
DMKC Advisory Services, LLC 0.12% Add +0.3% 397 $271K
ProCore Advisors, LLC 0.28% — 397 $271K
Carroll Advisory Group, LLC 0.12% — 397 $271K
Bellecapital International Ltd. 0.05% No change 396 $270K
Hendershot Investments Inc. 0.03% No change 395 $269K
Blue Water Asset Management 0.10% — 394 $269K
Professional Financial Advisors, LLC 0.05% Reduce -14.2% 392 $267K
PMG Wealth Management, Inc. 0.20% Add +1.0% 392 $267K
Murphy Pohlad Asset Management LLC 0.10% No change 392 $267K
Strategic Advocates LLC 0.07% Add +0.3% 388 $267K
Sykon Capital LLC 0.09% No change 391 $267K
Pecaut & Co. 0.09% Reduce -8.2% 390 $266K
Thomas J. Herzfeld Advisors, Inc. 0.09% No change 390 $266K
Walsh & Associates, LLC 0.26% — 389 $265K
Dravo Bay LLC 0.11% No change 389 $265K
Clearview Wealth Advisors LLC 0.17% Add +1.8% 389 $265K
Hilton Head Capital Partners, LLC 0.15% — 388 $265K
Stockman Wealth Management, Inc. 0.03% Reduce -4.2% 387 $264K
Investment Counsel Co. of Nevada 0.57% No change 386 $263K
Columbus Macro, LLC 0.03% Add +0.3% 385 $263K
LongView Wealth Management 0.06% Reduce -9.8% 377 $262K
DUTCH ASSET Corp 0.20% — 384 $262K
RiverTree Advisors, LLC 0.17% No change 384 $262K
Clifford Group, LLC 0.20% Reduce -9.0% 383 $261K
River's Edge Wealth Management, LLC 0.25% — 382 $260K
Summit Wealth Group, LLC 0.06% Reduce -8.7% 378 $258K
Synergy Financial Group, LTD 0.18% Reduce -22.1% 377 $257K
Joule Financial, LLC 0.08% Reduce -42.6% 377 $257K
Gilpin Wealth Management, LLC 0.20% — 377 $257K
Inlet Private Wealth, LLC 0.06% No change 377 $257K
Sankala Group LLC 0.21% — 374 $257K
Centerpoint Advisory Group 0.20% No change 376 $256K
Hamilton Capital, LLC 0.01% — 376 $256K
Entelevest, LLC 0.27% — 375 $256K
Decision Investments, Inc. 0.28% — 375 $256K
Biltmore Wealth Management, LLC 0.10% Add +0.8% 375 $256K
Citrine Capital LLC 0.12% No change 374 $255K
Advisory Resource Group 0.04% Reduce -0.5% 374 $255K
Keener Financial Planning LLC 0.11% Add +10.0% 374 $255K
Bay Harbor Wealth Management, LLC 0.07% Reduce -3.9% 373 $255K
Alpha Advisors, LLC 0.20% No change 372 $254K
Cornerstone National Bank & Trust Co 0.10% No change 372 $254K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 372 $254K
OxenFree Capital LLC 0.13% Add +0.3% 372 $253K
Stonebridge Financial Group, LLC / MO 0.22% — 370 $252K
Foronjy Financial LLC 0.10% Add +20.7% 368 $251K
Clarity Retirement & Wealth, LLC 0.22% — 368 $251K
Wilkins Miller Wealth Management, LLC 0.15% Reduce -0.3% 367 $251K
Blackston Financial Advisory Group, LLC 0.15% No change 367 $250K
Advisors Management Group Inc. 0.05% Reduce -39.5% 366 $250K
Keyes, Stange & Wooten Wealth Management, LLC 0.12% No change 366 $250K
Davis-Rea LTD. 0.06% Reduce -1.9% 365 $249K
GDS Wealth Management 0.02% No change 365 $249K
Signature Wealth Management Group 0.10% No change 365 $249K
Altman Advisors, Inc. 0.09% Reduce -10.8% 365 $249K
Uncommon Cents Investing LLC 0.06% No change 361 $246K
JP Wealth Management, Inc. 0.17% No change 361 $246K
Lederer & Associates Investment Counsel 0.17% Add +4.3% 361 $246K
Avion Wealth 0.05% Add +0.8% 362 $246K
Evergreen Wealth Partners LLC 0.21% — 361 $246K
Buska Wealth Management, LLC 0.09% Add +7.4% 361 $246K
Vantus Wealth LLC 0.18% — 360 $245K
Fusion Capital, LLC 0.07% No change 359 $245K
Leading Edge Financial Planning LLC 0.06% No change 358 $244K
Pure Portfolios Holdings LLC 0.07% Reduce -5.0% 357 $243K
Financial Connections Group, Inc. 0.08% No change 357 $243K
5th Street Advisors, LLC 0.11% New 355 $242K
Consultiva Wealth Management, Corp. 0.68% No change 355 $242K
Boyer Financial Services, Inc. 0.26% — 354 $242K
TrustWell Financial Advisors, LLC 0.23% — 354 $241K
Wbi Investments, LLC 0.06% Reduce -0.6% 354 $241K
Northstar Financial Companies, Inc. 0.19% Add +1.4% 354 $241K
Hyperion Capital Advisors LP 0.12% No change 352 $240K
Ipswich Investment Management Co., Inc. 0.06% No change 352 $240K
Sprott Inc. 0.01% No change 352 $240K
Old North State Wealth Management, LLC 0.11% Reduce -42.3% 348 $240K
Avos Capital Management, LLC 0.10% Add +0.9% 350 $239K
Applied Capital LLC 0.09% Reduce -17.8% 350 $239K
City National Bank of Florida 0.16% Reduce -1.4% 350 $239K
Principia Wealth Advisory, LLC 0.15% Add +3.9% 350 $239K
Seven Springs Wealth Group, LLC 0.07% New 350 $239K
Puff Wealth Management, LLC 0.31% Add +2.0% 349 $239K
Blom & Howell Financial Planning, Inc. 0.24% — 349 $238K
Bluesphere Advisors LLC 0.11% No change 349 $238K
Legacy Wealth Managment, LLC 0.11% Add +86.1% 348 $238K
Drake & Associates, LLC 0.05% Reduce -16.9% 348 $237K
Northstar Asset Management Inc. 0.06% Reduce -34.4% 347 $237K
Beto Financial Group, LLC 0.16% — 340 $236K
LongView Asset Management LLC 0.16% No change 346 $236K
Phocas Financial Corp. 0.03% No change 345 $235K
Teachers Insurance & Annuity Association of America 0.27% Add +93.8% 343 $234K
BAM Wealth Management, LLC 0.17% Add +7.5% 342 $234K
Boyce & Associates Wealth Consulting, Inc. 0.20% Add +0.3% 342 $233K
Wayfinding Financial, LLC 0.10% No change 341 $233K
Blue Barn Wealth, LLC 0.34% Reduce -61.0% 342 $233K
Roberts Financial Services LLC 0.07% Reduce -0.6% 339 $231K
Broadhurst Jeffrey B 0.24% — 339 $231K
MTM Financial Group, LLC 0.11% Reduce -1.2% 338 $230K
Flagstone Financial Management 0.06% No change 337 $230K
Spectrum Financial Alliance Ltd LLC 0.05% No change 337 $230K
Liberty Atlantic Advisors LLC 0.23% — 336 $230K
A&I Financial Services, LLC 0.11% New 336 $229K
Sabby Management, LLC 1.92% New 335 $228K
First National Bank & Trust Co. of Newtown 0.04% No change 335 $228K
John W. Brooker & Co., CPAs 0.41% Reduce -18.1% 335 $228K
Ogorek Anthony Joseph /NY/ 0.06% Add +0.3% 334 $228K
Drum Hill Capital, LLC 0.24% No change 334 $228K
Pacific Sun Financial Corp 0.11% Reduce -62.5% 332 $227K
PFS Partners, LLC 0.10% No change 332 $227K
WealthTrak Capital Management LLC 0.16% Add +7.4% 332 $226K
Brentview Investment Management LLC 0.10% New 332 $226K
Alliance Wealth Advisors, LLC 0.05% No change 332 $226K
Broadview Financial Management, LLC 0.15% Add +0.3% 332 $226K
Fairbanks Capital Management, Inc. 0.12% New 331 $226K
Illumine Investment Management, LLC 0.16% Add +2.8% 330 $225K
Paul R. Ried Financial Group, LLC 0.11% No change 330 $225K
Proactive Wealth Strategies LLC 0.09% New 329 $225K
New World Advisors LLC 0.04% Reduce -0.9% 329 $224K
Authentikos Wealth Advisory, LLC 0.15% New 329 $224K
Claris Advisors, LLC / Mo / 0.07% No change 328 $224K
Guilbault Capital LLC 0.25% — 327 $223K
VELA Investment Management, LLC 0.06% Add +97.0% 327 $223K
Prestige Wealth Management Group LLC 0.04% Add +5.5% 325 $222K
Oakwell Private Wealth Management, LLC 0.04% No change 325 $222K
Fortress Financial Solutions, LLC 0.23% No change 325 $222K
Brookmont Capital Management 0.13% No change 325 $222K
Thomas Story & Son LLC 0.08% No change 325 $222K
one8zero8, LLC 0.05% Reduce -7.1% 325 $222K
Fortune Financial Group, Inc. 0.22% — 311 $221K
Panoramic Investment Advisors, LLC 0.12% Reduce -5.0% 324 $221K
TSA Wealth Managment LLC 0.07% No change 323 $220K
Oak Family Advisors, LLC 0.07% Reduce -2.1% 323 $220K
KBC Group NV 0.00% New 322 $220K
Outfitters Financial LLC 0.17% No change 322 $220K
Sterling Wealth Management, Inc. 0.06% No change 322 $220K
Kraematon Investment Advisors, Inc. 0.17% No change 319 $217K
Provident Wealth Management, LLC 0.06% No change 317 $216K
RCW Management, LLC 0.22% — 317 $216K
Tectonic Advisors LLC 0.01% Add +0.3% 317 $216K
Ares Financial Consulting, LLC 0.21% — 316 $215K
Compass Wealth Management, LLC 0.09% No change 315 $215K
Owen LaRue, LLC 0.08% New 314 $214K
Plan Group Financial, LLC 0.06% New 314 $214K
Barnes Dennig Private Wealth Management LLC 0.21% No change 314 $214K
Prosperity Advisers, LLC 0.18% — 313 $214K
Whelan Financial 0.07% No change 313 $214K
Prudent Investors Network, Inc. 0.05% Reduce -2.5% 313 $213K
XY Capital Ltd 0.22% New 311 $212K
Cornerstone Select Advisors, LLC 0.15% No change 310 $212K
Miramontes Capital, LLC 0.07% — 310 $212K
ETF Store, Inc. 0.22% Add +0.3% 310 $211K
CPR Investments Inc. 0.14% No change 310 $211K
Emprise Bank 0.09% New 310 $211K
Cullen Capital Management, LLC 0.00% No change 309 $211K
Morgan Dempsey Capital Management LLC 0.10% Add +43.9% 308 $211K
RMG Wealth Management LLC 0.03% Reduce -76.0% 304 $209K
Financial Freedom, LLC 0.10% Reduce -1.3% 306 $209K
Faithward Advisors, LLC 0.03% No change 306 $209K
Vigil Wealth Management, LLC 0.17% — 306 $209K
Chelsea Counsel Co. 0.09% No change 305 $209K
Cadence Wealth Management LLC 0.10% Add +0.7% 303 $207K
HFG Advisors, Inc. 0.15% New 303 $207K
Goodman Advisory Group, LLC 0.05% Reduce -11.9% 302 $206K
Wiregrass Investment Management LLC 0.17% — 300 $205K
HFR Wealth Management, LLC 0.05% New 300 $205K
Precision Wealth Strategies, LLC 0.07% New 298 $203K
SPG Advisors LLC 2.08% New 297 $203K
Community Trust & Investment Co. 0.01% New 297 $203K
RM Financial Services, LLC 0.18% — 296 $202K
Conquis Financial LLC 0.17% Add +16.2% 294 $200K
Scarborough Advisors, LLC 0.03% Add +31.6% 283 $193K
Clearstead Trust, LLC 0.03% Add +166.7% 280 $191K
Westend Capital Management, LLC 0.05% Add +0.4% 267 $182K
Winnacle Wealth LLC 0.13% Reduce -63.9% 262 $179K
Bullseye Investment Management, LLC 0.09% New 260 $177K
NorthAvenue LLC 0.14% — 256 $175K
Caldwell Sutter Capital, Inc. 0.07% Reduce -45.5% 251 $171K
Clark Wealth Partners 0.10% No change 248 $169K
Innovative Advisory Group, LLC 0.11% Reduce -28.9% 248 $169K
Aventus Investment Advisors, Inc. 0.13% No change 242 $165K
Dorato Capital Management 0.12% — 236 $163K
Contravisory Investment Management, Inc. 0.03% Add +3.9% 239 $163K
FWL Investment Management, LLC 0.04% No change 237 $162K
BNP Paribas 0.00% No change 235 $161K
Tsai Capital Corp 0.11% Add +12.4% 235 $160K
Clayton Financial Group LLC 0.08% Add +0.4% 232 $158K
Financial Network Wealth Advisors LLC 0.16% Reduce -32.8% 227 $155K
Cedar Wealth Management, LLC 0.05% No change 227 $155K
Basepoint Wealth LLC 0.09% New 225 $154K
Abound Financial, LLC 0.06% New 225 $153K
Horrell Capital Management, Inc. 0.07% Reduce -0.5% 219 $149K
Battery Global Advisors, LLC 0.07% New 218 $149K
Mendota Financial Group, LLC 0.10% No change 211 $144K
Standard Family Office LLC 0.15% No change 210 $143K
Tripletail Wealth Management, LLC 0.18% No change 207 $141K
SIMA Wealth Partners, LLC 0.11% No change 203 $138K
Brown Shipley& Co Ltd 0.07% No change 202 $138K
Smallwood Wealth Investment Management, LLC 0.07% Reduce -59.9% 201 $137K
Stephens Consulting, LLC 0.04% No change 200 $136K
Team Financial Group, LLC 0.06% Reduce -8.0% 196 $134K
Rosenberg Matthew Hamilton 0.03% No change 195 $133K
Kentucky Trust Co 0.07% No change 192 $131K
Mountain Hill Investment Partners Corp. 0.09% Reduce -4.5% 190 $129K
Prudent Man Investment Management, Inc. 0.04% Reduce -11.7% 189 $129K
GGM Financial LLC 0.06% No change 187 $128K
First Community Trust NA 0.09% Add +14.2% 185 $126K
IMG Wealth Management, Inc. 0.08% Reduce -7.7% 181 $123K
North Ridge Wealth Advisors, Inc. 0.07% Reduce -58.4% 180 $123K
Evolution Advisers, Inc. 0.05% No change 179 $122K
Beutel, Goodman & Co Ltd. 0.00% No change 180 $122K
Whipplewood Advisors, LLC 0.08% No change 178 $121K
Citizens National Bank Trust Department 0.02% No change 178 $121K
Kingdom Financial Group LLC. 0.04% New 178 $121K
Birchbrook, Inc. 0.06% Add +4.2% 175 $119K
Birchwood Financial Partners, Inc. 0.12% — 175 $119K
Milestone Investment Advisors LLC 0.03% No change 173 $118K
Perkins Coie Trust Co 0.02% No change 169 $115K
Entrust Financial LLC 0.08% — 167 $114K
Robbins Farley 0.05% Reduce -10.4% 164 $112K
CrossGen Wealth, LLC 0.10% — 163 $111K
Thompson Investment Management, Inc. 0.01% Add +26.6% 162 $110K
Prosperity Bancshares Inc 0.10% — 160 $109K
Obsidian Cio, LLC 0.16% Reduce -97.2% 160 $109K
Eukles Asset Management 0.04% Add +42.5% 151 $103K
American Wealth Advisors, LLC 0.10% No change 150 $103K
Accordant Advisory Group Inc 0.07% Reduce -3.3% 145 $99K
Hoey Investments, Inc. 0.01% No change 145 $99K
Groesbeck Investment Management Corp. 0.18% New 142 $97K
First Pacific Financial 0.01% No change 139 $95K
Essential Investment Partners LLC 0.09% — 137 $93K
Seneschal Advisors, LLC 0.07% No change 136 $93K
Three Bearings Fiduciary Advisors, Inc. 0.08% — 124 $86K
MilWealth Group LLC 0.02% No change 120 $82K
Dynamic Wealth Strategies, LLC 0.05% No change 119 $81K
Bank & Trust Co 0.06% No change 118 $80K
Merited Wealth, LLC 0.07% — 117 $80K
Pinney & Scofield, Inc. 0.05% No change 117 $80K
New England Capital Financial Advisors LLC 0.03% Add +27.2% 117 $80K
Family CFO Inc 0.04% New 116 $79K
Delos Wealth Advisors, LLC 0.05% Reduce -50.2% 114 $78K
Capco Asset Management, LLC 0.02% No change 113 $77K
Arcadia Investment Advisors LLC 0.04% No change 111 $76K
Copia Wealth Management 0.05% Reduce -7.6% 109 $74K
Inlight Wealth Management, LLC 0.03% New 107 $73K
Bravera Wealth 0.04% — 106 $72K
Nalls Sherbakoff Group, LLC 0.05% No change 105 $72K
Byrne Asset Management LLC 0.04% New 104 $71K
Titiun Yejiel 0.08% — 100 $68K
Skylands Capital, LLC 0.01% No change 100 $68K
STRS Ohio 0.00% Reduce -59.2% 100 $68K
TOWER TRUST & INVESTMENT Co 0.04% No change 100 $68K
Networth Advisors, LLC 0.05% — 97 $66K
Transamerica Financial Advisors, LLC 0.01% Add +9300.0% 94 $64K
True Wealth Design, LLC 0.02% No change 94 $64K
Hartford Financial Management Inc. 0.02% No change 94 $64K
PayPay Securities Corp 1.86% Add +14.8% 93 $63K
SWAN Capital LLC 0.02% No change 92 $63K
Curat Global, LLC 0.06% No change 85 $58K
Hara Capital LLC 0.03% No change 85 $58K
Essex Investment Management Co. LLC 0.01% New 85 $58K
Luminist Capital LLC 0.07% Reduce -10.8% 83 $57K
Covestor Ltd 0.03% Add +10.8% 82 $56K
WFA of San Diego, LLC 0.04% No change 81 $55K
Riverview Trust Co 0.07% No change 80 $55K
Vermillion & White Wealth Management Group, LLC 0.03% Add +2.6% 80 $55K
Financial Consulate, Inc. 0.01% Reduce -14.8% 75 $51K
Clarity Asset Management, Inc. 0.03% No change 70 $48K
Game Plan Financial Advisors, LLC 0.02% Reduce -12.5% 70 $48K
ARK Investment Management 0.00% New 68 $47K
Quattro Advisors LLC 0.04% — 65 $45K
Dogwood Wealth Management LLC 0.02% No change 63 $43K
Orion Capital Management LLC 0.01% Reduce -16.0% 63 $43K
1620 Investment Advisors, Inc. 0.03% Reduce -9.1% 60 $42K
CGC Financial Services, LLC 0.01% No change 60 $41K
Decker Retirement Planning Inc. 0.02% Reduce -84.5% 58 $40K
New Millennium Group LLC 0.02% Reduce -32.1% 57 $39K
REAP Financial Group, LLC 0.01% No change 55 $38K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 54 $37K
Mb, Levis & Associates, LLC 0.02% No change 53 $36K
Chapman Financial Group, LLC 0.02% No change 52 $35K
Horizon Financial Services, LLC 0.02% No change 52 $35K
BFI Infinity Ltd. 0.02% No change 45 $31K
POM Investment Strategies, LLC 0.02% Reduce -59.8% 45 $31K
Exchange Traded Concepts, LLC 0.00% Reduce -6.7% 42 $29K
Access Investment Management LLC 0.01% No change 40 $27K
DB Fitzpatrick & Co, Inc 0.02% No change 39 $27K
Sawyer & Company, Inc 0.01% No change 38 $26K
Wiser Advisor Group LLC 0.03% No change 35 $24K
Fairscale Capital, LLC 0.02% No change 34 $23K
DecisionPoint Financial, LLC 0.00% Add +52.4% 32 $22K
Benson Wealth Management INC 0.02% — 32 $22K
Advantage Trust Co 0.01% No change 31 $21K
Revere Asset Management, Inc 0.01% New 3 $21K
Cypress Capital Management LLC (WY) 0.02% No change 25 $17K
McMillan Office, Inc. 0.00% — 25 $17K
Holos Integrated Wealth LLC 0.01% No change 24 $16K
Imprint Wealth LLC 0.07% No change 23 $16K
Sunrise Financial Services, LLC 0.01% — 23 $16K
Camelot Portfolios, LLC 0.01% Reduce -99.2% 21 $14K
Gould Capital, LLC 0.01% No change 20 $14K
Towne Trust Company, N.A 0.00% New 20 $14K
JCIC Asset Management Inc. 0.00% No change 20 $14K
Catherine Avery Investment Management LLC 0.00% No change 11 $8K
GS Investments, Inc. 0.00% No change 10 $7K
Valued Wealth Advisors LLC 0.00% Reduce -74.2% 8 $6K
SRH Advisors, LLC 0.00% New 7 $5K
PMV Capital Advisers, LLC 0.01% New 6 $4K
Financial Avengers, Inc. 0.00% New 5 $3K
Swiss Re Ltd. 0.00% — 5 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
Equitec Proprietary Markets, LLC 0.01% No change 2 $1K
Capitol Family Office, Inc. 0.00% No change 1 $682

"% 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.