SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q1 2026 (March 31)
4,595holders −43
123new positions
170sold out
17famous investors
$627.55avg. 13F price*

At the end of Q1 2026, 4,595 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, down 43 from Q4 2025. 123 opened new positions and 170 sold out. The largest holders were JPMorgan Chase & Co. ($28.9B), Morgan Stanley ($26.3B) and Goldman Sachs Group Inc. ($23.8B). 17 famous investors held it, including Joel Greenblatt (17.9% of Gotham Asset Management's portfolio), Ray Dalio (12.7% of Bridgewater Associates's portfolio) and Bill Miller (5.1% of Miller Value Partners's portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
STATE STR SPDR S&P 500 ETF T (Q1 2026)
CUSIP
78462F103
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,698Q1 2024Q2 2024: 3,759Q2 2024Q3 2024: 3,802Q3 2024Q4 2024: 4,235Q4 2024Q1 2025: 4,183Q1 2025Q2 2025: 4,239Q2 2025Q3 2025: 4,259Q3 2025Q4 2025: 4,638Q4 2025Q1 2026: 4,595Q1 2026Q2 2026: 4,663Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions123$1.5B
Exits170$3.4B

All 13F filers, Q4 2025 → Q1 2026: 78,521,791 shares bought and 62,370,958 shares sold, net +16,150,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,595 holders

JPMorgan Chase & Co. 1.97% Add +2.8% 45,790,886 $28.9B
Morgan Stanley 1.59% Add +38.1% 40,502,730 $26.3B
Goldman Sachs Group Inc. 3.13% Add +10.6% 36,607,926 $23.8B
Bank of America Corp. 1.54% Add +4.8% 32,276,125 $21.0B
Jane Street Group, LLC 14.33% Add +103.5% 20,289,599 $13.2B
Northern Trust Corp. 1.19% Add +0.3% 13,839,818 $9.0B
UBS Group AG 1.42% Add +13.4% 12,302,084 $8.0B
Susquehanna International Group, LLP 8.97% Add +6.3% 10,645,680 $6.9B
LPL Financial LLC 1.72% Reduce -2.0% 9,962,967 $6.5B
Wells Fargo & Company 1.23% Reduce -55.3% 9,418,886 $6.1B
Gotham Asset Management 17.94% Add +33.9% 9,005,674 $5.9B
HRT Financial LP 11.22% Reduce -3.5% 6,906,576 $4.5B
Barclays PLC 1.52% Add +32.3% 6,532,151 $4.2B
Royal Bank of Canada 0.79% Reduce -28.4% 6,383,133 $4.2B
Capula Management Ltd 35.22% Add +8.8% 6,159,222 $4.0B
Northwestern Mutual Wealth Management Co. 2.45% Add +2.7% 6,112,403 $4.0B
Bank of Montreal 1.61% Reduce -15.7% 5,964,307 $3.9B
Raymond James Financial Inc. 0.91% Reduce -12.3% 4,529,491 $2.9B
Bridgewater Associates 12.67% Reduce -2.0% 4,364,862 $2.8B
Lido Advisors, LLC 11.19% Add +25.7% 4,336,222 $2.8B
Banco Bilbao Vizcaya Argentaria, S.A. 19.16% Add +34.0% 4,269,557 $2.7B
FMR LLC 0.14% Reduce -2.0% 4,166,717 $2.7B
US Bancorp \de 3.29% Reduce -1.8% 4,167,187 $2.7B
PNC Financial Services Group, Inc. 1.47% Reduce -4.0% 3,903,472 $2.5B
Cresset Asset Management, LLC 10.05% Reduce -1.4% 3,561,935 $2.3B
Mackenzie Financial Corp. 2.68% Add +9.4% 3,432,710 $2.2B
Truist Financial Corp. 2.77% Add +0.7% 3,149,164 $2.0B
BNP Paribas Financial Markets 1.30% Add +11.7% 2,981,038 $1.9B
Creative Planning 1.30% Reduce -1.9% 2,956,006 $1.9B
Rockefeller Capital Management L.P. 3.40% Add +3.9% 2,946,267 $1.9B
Sanders Capital, LLC 2.26% Add +42.5% 2,923,008 $1.9B
Ameriprise Financial Inc. 0.44% Reduce -7.0% 2,925,798 $1.9B
TD Asset Management Inc 1.50% Add +2.8% 2,848,742 $1.9B
HighTower Advisors, LLC 1.94% Add +39.6% 2,802,707 $1.8B
Bank of New York Mellon Corp 0.32% Reduce -2.9% 2,662,796 $1.7B
National Mutual Insurance Federation of Agricultural Cooperatives 13.11% No change 2,617,832 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 2.81% Reduce -31.0% 2,589,197 $1.7B
Envestnet Asset Management Inc. 0.45% Add +4.5% 2,584,704 $1.7B
Focus Partners Wealth 1.63% Reduce -14.9% 2,429,375 $1.5B
SG Americas Securities, LLC 1.57% Add +291.8% 2,179,433 $1.4B
Pathstone Holdings, LLC 5.64% Reduce -1.8% 2,176,821 $1.4B
Cerity Partners LLC 1.98% Add +4.2% 2,150,070 $1.4B
BlackRock, Inc. 0.02% Add +5.2% 2,063,717 $1.3B
Clal Insurance Enterprises Holdings Ltd 7.89% Add +1.0% 2,000,882 $1.3B
Cetera Investment Advisers 1.25% Reduce -1.1% 1,811,359 $1.2B
Cibc World Market Inc. 2.06% Add +326.2% 1,807,103 $1.2B
Walleye Capital LLC 7.12% Add +574.6% 1,636,152 $1.1B
Citigroup Inc. 0.68% Reduce -80.8% 1,631,197 $1.1B
Stifel Financial Corp. 0.97% Reduce -3.0% 1,627,679 $1.1B
Commonwealth Equity Services, LLC 1.47% Reduce -6.8% 1,619,363 $1.1B
State Street Corp. 0.04% Reduce -4.2% 1,594,625 $1.0B
Meitav Investment House Ltd. 11.21% Add +14.8% 1,572,253 $1.0B
Mariner, LLC 1.14% Reduce -0.1% 1,507,932 $979.3M
Corient Private Wealth LP 1.38% Reduce -2.2% 1,543,318 $965.5M
Bank Julius Baer & Co. Ltd, Zurich 2.73% Reduce -8.4% 1,390,820 $904.5M
Trustees of Columbia University in the City of New York 99.97% Add +13.0% 1,369,552 $890.7M
Macquarie Group Ltd. 5.20% Add +576.7% 1,340,025 $871.5M
Osaic Holdings, Inc. 1.23% Reduce -2.8% 1,294,890 $842.8M
Power Alpha Investment Ltd 93.59% Reduce -4.3% 1,258,151 $818.2M
Norinchukin Bank, The 9.36% No change 1,233,000 $801.9M
Manufacturers Life Insurance Company, The 0.69% Reduce -0.8% 1,214,328 $789.7M
Trust Asset Management LLC 56.09% Reduce -0.6% 1,204,318 $783.2M
Toronto Dominion Bank 1.51% Add +824.7% 1,196,547 $778.2M
Pure Financial Advisors, LLC 10.63% Add +3.0% 1,128,423 $733.9M
Tudor Investment Corporation 3.92% Add +151.8% 1,119,113 $727.8M
Cohen Klingenstein LLC 23.38% Reduce -1.2% 1,110,929 $722.5M
BBR Partners, LLC 38.74% Add +2.1% 1,067,347 $694.1M
Natixis 2.66% Add +7.9% 1,013,049 $658.8M
Hirtle & Co., LLC 25.28% Reduce -1.3% 997,270 $648.6M
Swan Global Investments, LLC 34.75% Reduce -8.5% 995,392 $647.3M
Franklin Resources Inc. 0.16% Add +4.3% 985,588 $641.0M
Brown Advisory Inc. 1.04% Add +5.4% 968,768 $630.0M
MAI Capital Management 3.54% Add +3.4% 959,838 $624.2M
Provida Pension Fund Administrator 10.46% Add +2045.2% 956,204 $621.9M
Jones Financial Companies LLLP 0.30% Add +9.9% 961,155 $614.5M
Valeo Financial Advisors, LLC 14.35% Reduce -1.0% 922,509 $599.9M
Fifth Third Bancorp 1.09% Add +101.3% 920,364 $598.5M
AQR Capital Management 0.27% Add +30.4% 916,400 $596.0M
Canada Pension Plan Investment Board 0.37% Reduce -57.5% 877,000 $570.3M
Analyst IMS Investment Management Services Ltd. 17.03% Reduce -10.1% 864,617 $562.3M
Ieq Capital, LLC 2.61% Reduce -24.7% 863,032 $561.3M
Freedom Together Foundation 72.30% No change 847,400 $551.1M
Blair William & Co. 1.58% Reduce -1.5% 845,294 $549.7M
Verition Fund Management LLC 5.59% Reduce -34.1% 835,554 $543.4M
Texas Treasury Safekeeping Trust Co. 86.46% Reduce -21.4% 834,569 $542.8M
Circle Wealth Management, LLC 7.70% Add +0.2% 830,249 $539.9M
Pine Ridge Advisers LLC 37.87% Reduce -0.4% 820,008 $533.3M
Captrust Financial Advisors 0.90% Reduce -1.1% 788,251 $512.6M
Quantinno Capital Management LP 0.85% Add +51.1% 785,441 $510.8M
Prudential Financial Inc. 0.63% Reduce -0.0% 783,836 $509.8M
Concentric Capital Strategies, LP 43.54% Add +6.0% 767,992 $499.5M
United Capital Financial Advisors, LLC 3.06% Add +0.2% 764,294 $497.1M
Sumitomo Mitsui Financial Group, Inc. 9.99% Add +0.3% 755,968 $491.6M
Glenmede Trust Co. NA 2.41% Reduce -2.6% 753,523 $490.0M
Capitolis Liquid Global Markets LLC 3.11% — 752,000 $489.1M
D. E. Shaw & Co. 0.41% Reduce -86.3% 745,510 $484.8M
TD Waterhouse Canada Inc. 1.41% Add +87.8% 726,137 $475.0M
SummitTX Capital, L.P. 15.03% Add +75.4% 723,658 $470.6M
Journey Strategic Wealth LLC 11.53% Reduce -2.4% 714,212 $464.5M
Alliancebernstein L.P. 0.15% Reduce -28.6% 677,294 $461.9M
Calamos Advisors LLC 2.39% Add +441.3% 705,103 $458.6M
SCS Capital Management LLC 4.83% Reduce -0.5% 701,082 $456.2M
Greenfield FTC, Inc. 86.17% Reduce -31.3% 694,754 $451.8M
Bank of Nova Scotia 0.79% Reduce -4.2% 690,209 $448.9M
Cwm, LLC 1.17% Add +36.0% 682,869 $444.1M
Easterly Investment Partners LLC 33.97% Add +6.0% 702,594 $444.0M
Consolidated Portfolio Review Corp 39.27% Reduce -1.1% 661,577 $430.2M
Cambridge Investment Research Advisors, Inc. 1.08% Reduce -7.5% 643,723 $418.6M
Pinnacle Financial Partners, Inc. 3.18% Reduce -10.4% 638,901 $415.5M
AMG National Trust Bank 9.01% Add +8.6% 637,970 $414.9M
Jefferies Financial Group Inc. 5.19% Reduce -46.0% 631,073 $410.4M
Members Trust Co 13.56% Reduce -10.7% 627,421 $408.0M
Millennium Management 0.32% Reduce -82.9% 622,922 $405.1M
Baird Financial Group, Inc. 0.63% Reduce -3.9% 622,227 $404.7M
MML Investors Services, LLC 1.11% Reduce -16.1% 613,228 $398.8M
Sun Life Financial Inc. 22.34% Reduce -3.1% 604,990 $393.4M
HSBC Holdings PLC 0.23% Add +63.1% 604,916 $392.3M
Capstone Investment Advisors, LLC 4.29% Add +245.6% 593,324 $385.9M
AlTi Global, Inc. 8.32% Add +9.0% 584,387 $382.7M
Itau Unibanco Holding S.A. 9.12% Add +22.8% 586,330 $381.3M
Two Sigma Investments, LP 0.32% Add +25.0% 580,293 $377.4M
Pentwater Capital Management LP 2.68% Add +5700.0% 580,000 $377.2M
Private Advisor Group, LLC 1.74% Reduce -2.6% 570,509 $371.0M
Common Fund for Nonprofit Organizations 35.18% Reduce -31.3% 559,878 $364.1M
Kestra Advisory Services, LLC 1.36% Add +8.3% 550,433 $358.0M
Thrivent Financial for Lutherans 0.69% Add +0.3% 546,290 $355.3M
Daido Life Insurance Co. 52.22% No change 544,324 $354.0M
Soundwatch Capital LLC 44.61% Add +1.4% 544,071 $353.8M
Hackensack Meridian Health, Inc. 32.62% Reduce -4.8% 531,500 $345.7M
NewEdge Advisors, LLC 1.24% Add +0.6% 607,741 $343.9M
Millburn Ridgefield LLC 7.33% Add +12.3% 524,119 $340.9M
Catalyst Capital Advisors LLC 6.35% Add +12.3% 524,119 $340.9M
Old Mission Capital LLC 8.04% New 520,962 $338.8M
Mirae Asset Securities (usa) Inc. 15.57% Add +32.8% 506,807 $329.6M
Commerce Bank 1.58% Add +100.1% 501,503 $326.1M
Mercer Global Advisors Inc. 0.48% Reduce -5.6% 505,779 $324.2M
BIP Wealth, LLC 12.99% Reduce -5.4% 491,129 $319.4M
Davis R M Inc. 5.66% Add +1.9% 489,080 $318.9M
Passaic Partners LLC 38.28% Reduce -1.7% 486,098 $316.1M
M&T Bank Corp 1.01% Reduce -9.6% 473,070 $307.7M
LMR Partners LLP 3.55% Add +158.1% 457,939 $297.8M
HB Wealth Management, LLC 1.93% Reduce -1.1% 456,556 $296.9M
NorthCoast Asset Management LLC 6.83% Reduce -2.6% 453,179 $294.7M
Mizuho Markets Americas LLC 8.14% Add +585.4% 451,094 $293.4M
EP Wealth Advisors, LLC 1.43% Reduce -4.5% 445,988 $290.0M
Whittier Trust Co. 3.26% Add +3.0% 438,139 $288.7M
Wealthspire Advisors, LLC 2.25% Reduce -1.3% 441,132 $286.9M
IMC-Chicago, LLC 4.30% New 436,397 $283.8M
CANADA LIFE ASSURANCE Co 0.50% Reduce -26.3% 427,133 $279.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.41% Add +713.4% 424,569 $276.1M
Foster Dykema Cabot & Partners, LLC 17.30% Reduce -0.2% 417,001 $271.9M
Alaska Permanent Capital Management, LLC 18.88% Add +2.2% 414,325 $269.5M
Jacobi Capital Management LLC 14.74% Add +7.9% 405,821 $263.9M
Mutual Advisors, LLC 5.59% Add +1.4% 400,629 $260.5M
Alberta Investment Management Corp 1.77% Reduce -31.9% 396,165 $257.6M
National Bank of Canada 0.26% Reduce -10.3% 395,472 $257.3M
Sanctuary Advisors, LLC 1.39% Reduce -2.1% 394,346 $256.5M
Connable Office Inc. 24.73% Reduce -3.9% 386,499 $251.4M
Shulman DeMeo Asset Management LLC 51.75% Reduce -1.0% 374,720 $243.7M
Envestnet Portfolio Solutions, Inc. 1.33% Reduce -8.4% 369,712 $240.4M
Deutsche Bank AG 0.08% Reduce -6.7% 368,233 $239.5M
Petrus Trust Company, LTA 25.57% Add +13.4% 359,819 $234.0M
Diversify Wealth Management, LLC 4.13% Add +1232.6% 325,237 $231.4M
Citadel Advisors 0.16% Reduce -83.9% 347,775 $226.2M
Valiant Capital Management, L.P. 17.72% Add +45.9% 346,326 $225.2M
Greenwich Wealth Management LLC 9.17% Add +41.0% 345,231 $224.5M
JANA Partners Management, LP 13.40% Reduce -12.2% 343,665 $223.5M
PPSC Investment Service Corp 17.60% Add +1.5% 343,140 $223.2M
Berkshire Money Management, Inc. 22.61% Reduce -0.4% 339,480 $220.8M
Sand Hill Global Advisors, LLC 7.27% Reduce -0.9% 332,226 $216.1M
Steward Partners Investment Advisory, LLC 1.10% Reduce -6.2% 330,317 $214.8M
Schonfeld Strategic Advisors LLC 1.73% Reduce -83.6% 325,390 $211.6M
Stratos Wealth Partners, LTD. 2.41% Reduce -7.7% 323,776 $210.6M
Dow Chemical Co. 86.78% Add +26.4% 318,591 $207.2M
Old National Bancorp 3.43% Add +4.4% 314,728 $204.7M
Equitable Holdings, Inc. 1.31% Add +3.3% 299,466 $204.0M
&partners 0.99% Add +10.7% 308,316 $200.5M
TD Private Client Wealth LLC 4.10% Reduce -1.5% 303,803 $197.6M
MetLife Investment Management, LLC 1.00% Add +43.7% 301,550 $196.1M
Fifth Third Wealth Advisors LLC 6.59% Reduce -0.7% 299,885 $195.0M
CIBC Bancorp USA Inc. 0.26% — 298,903 $193.8M
Spider Management Company, LLC 54.59% Add +26.5% 294,256 $191.4M
Miller Investment Management, LP 18.87% Add +0.4% 292,218 $190.0M
CV Advisors LLC 51.49% Reduce -0.8% 290,165 $188.7M
Alaska Wealth Advisors, LLC 22.39% Add +3.4% 286,736 $186.5M
Brookstone Capital Management 2.13% Reduce -21.9% 286,066 $186.0M
NorthRock Partners, LLC 2.99% Reduce -1.8% 284,894 $185.3M
Keybank National Association 0.68% Reduce -1.5% 284,859 $185.3M
Peavine Capital, LLC 41.35% Reduce -4.0% 283,624 $184.5M
Pacific Capital Wealth Advisors, Inc. 30.60% Add +2.3% 280,108 $182.2M
Simon Quick Advisors, LLC 8.23% Reduce -12.1% 276,686 $179.9M
Bessemer Group Inc. 0.28% Reduce -17.6% 275,528 $179.2M
Belvedere Trading LLC 23.75% Add +1170.3% 273,804 $178.1M
Evolution Wealth Advisors, LLC 17.98% Add +2.6% 271,320 $176.5M
State of Michigan Retirement System 0.93% Reduce -69.2% 270,940 $176.2M
Teramo Advisors, LLC 47.42% Reduce -1.8% 270,000 $175.6M
Howard Capital Management, LLC 2.86% Add +0.0% 269,026 $175.0M
Beacon Pointe Advisors, LLC 0.92% Add +19.4% 267,422 $173.9M
Hollencrest Capital Management 6.45% Reduce -0.8% 266,448 $173.3M
State of Wyoming 20.38% Reduce -0.4% 264,395 $171.9M
JMG Financial Group, Ltd. 4.72% Add +3.8% 263,665 $171.5M
Maven Securities LTD 9.82% Add +201.6% 258,312 $167.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.65% — 258,161 $167.9M
Brown Brothers Harriman & Co. 0.90% Add +1.1% 257,892 $167.7M
Hudson Bay Capital Management LP 1.11% Add +91.8% 253,545 $164.9M
Clearstead Advisors, LLC 1.50% Add +81.3% 252,353 $164.1M
Scotia Capital Inc. 0.67% Reduce -2.7% 248,761 $161.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 10.51% Reduce -4.8% 245,982 $160.4M
Independent Advisor Alliance 1.71% Add +1554.0% 244,977 $159.3M
Wealthfront Advisers LLC 0.35% Reduce -0.9% 244,508 $159.0M
HighPoint Advisor Group LLC 6.64% Reduce -9.8% 243,802 $158.6M
Squarepoint Ops LLC 0.34% New 243,417 $158.3M
Neuberger Berman Group LLC 0.12% Reduce -2.1% 240,624 $156.5M
Main Management LLC 11.38% Add +1.7% 240,518 $156.4M
Conservest Capital Advisors, Inc. 14.14% Reduce -0.6% 239,799 $156.0M
Credit Agricole S A 0.50% Add +2.0% 237,433 $154.4M
1ST Source Bank 7.91% Add +12.5% 235,881 $153.4M
Banco Santander, S.A. 1.24% Add +24.8% 235,496 $153.2M
NewEdge Wealth, LLC 1.82% Add +1.2% 233,940 $152.1M
Vontobel Holding Ltd. 0.52% Add +4.0% 230,592 $150.0M
Millbank Dartmoor Portsmouth LLC 97.05% Reduce -23.1% 229,402 $149.2M
Integrated Wealth Concepts LLC 1.19% Add +117.0% 228,905 $148.9M
Sageworth Trust Co 6.40% Reduce -12.2% 228,797 $148.8M
Ballentine Partners, LLC 2.06% Add +0.2% 227,871 $148.2M
White Mountains Insurance Group Ltd. 47.01% Add +403.3% 226,500 $147.3M
Citizens Financial Group Inc. 2.03% Reduce -7.1% 224,818 $146.2M
III Capital Management 60.25% Reduce -49.0% 223,875 $145.6M
Gould Asset Management LLC 25.23% Add +0.6% 223,338 $145.2M
Ensign Peak Advisors, Inc 0.27% Reduce -41.5% 222,123 $144.5M
Whittier Trust Co. of Nevada Inc. 2.96% Reduce -5.9% 218,873 $144.2M
Div Capital Phoenix Assets Ltd 33.09% No change 221,070 $143.8M
MBL Wealth, LLC 10.73% Add +1.9% 217,809 $141.7M
Blue Bell Private Wealth Management, LLC 20.30% Reduce -3.2% 217,082 $141.2M
Peapack Gladstone Financial Corp. 1.80% Reduce -1.8% 216,205 $140.6M
Little Harbor Advisors, LLC 83.19% Add +1.7% 215,451 $140.1M
Benin Management CORP 31.22% Reduce -0.6% 213,513 $138.9M
Alesco Advisors, LLC, An ESL Co 3.53% Reduce -2.1% 212,718 $138.3M
Silicon Valley Capital Partners 13.49% Reduce -2.1% 211,671 $137.7M
Hills Bank & Trust Co 6.64% Reduce -1.3% 211,370 $137.5M
Saudi Central Bank 2.89% No change 210,000 $136.6M
Welch Capital Partners LLC 30.37% Reduce -0.1% 207,400 $134.9M
Simplex Trading, LLC 4.08% Add +131.7% 202,806 $131.9M
Jain Global LLC 1.79% Reduce -36.8% 202,484 $131.7M
Bailard, Inc. 3.01% Reduce -0.5% 201,473 $131.0M
WASHINGTON TRUST Co 4.36% Reduce -1.1% 198,452 $129.1M
Bank of Hawaii 6.70% Reduce -0.7% 196,794 $128.0M
Bleakley Financial Group, LLC 1.99% Add +12.2% 195,658 $127.2M
Geneos Wealth Management Inc. 2.92% Add +36.2% 193,223 $125.7M
Taiyo Life Insurance Co. 13.71% Reduce -26.8% 191,000 $124.2M
Allworth Financial LP 0.50% Reduce -0.5% 190,747 $124.1M
Concurrent Investment Advisors, LLC 1.35% Reduce -22.3% 190,608 $124.0M
Pinnacle Associates Ltd. 1.59% Reduce -2.5% 190,092 $123.6M
Advisory Services Network, LLC 1.63% Reduce -8.4% 188,330 $122.5M
Metropolitan Life Insurance Co 36.96% Add +2.2% 186,574 $121.3M
Allen Investment Management, LLC 1.49% Add +0.8% 185,331 $120.5M
Mirae Asset Global Investments Co., Ltd. 0.34% Reduce -20.6% 185,168 $120.4M
Waverly Advisors, LLC 0.89% Add +16.8% 183,012 $119.0M
Mufg Bank, LTD. 3.91% Add +31.7% 182,700 $118.8M
Moneta Group Investment Advisors LLC 0.89% Add +4.3% 182,562 $118.7M
Naman Capital Ltda 32.98% Reduce -5.4% 182,445 $118.7M
Diversified Trust Co. 2.20% Reduce -0.4% 182,289 $118.5M
AIA Group Ltd 1.72% Add +0.3% 182,203 $118.5M
DT Investment Partners, LLC 9.81% Add +0.1% 181,178 $117.8M
Cullen/Frost Bankers, Inc. 1.33% Reduce -7.8% 180,721 $117.5M
North Horizon Holdings Inc. 100.00% No change 169,115 $117.5M
Aristotle Capital Management, LLC 0.24% Reduce -17.0% 179,638 $116.8M
Montag A & Associates Inc. 5.42% Reduce -0.3% 178,647 $116.5M
O'shaughnessy Asset Management, LLC 0.58% Add +226.3% 178,440 $116.0M
DRW Securities, LLC 6.33% New 178,430 $116.0M
GenTrust, LLC 4.96% Reduce -0.2% 177,621 $115.8M
Csenge Advisory Group 5.28% Reduce -2.0% 177,120 $115.2M
Dimension Capital Management LLC 16.01% Add +1.8% 175,214 $113.9M
TLWM 20.21% Add +4.2% 172,513 $112.2M
Activest Wealth Management 19.58% Add +7.2% 171,372 $111.5M
Trans-Canada Capital Inc. 8.00% Add +0.0% 170,587 $111.2M
Wealthcare Advisory Partners LLC 2.13% Reduce -2.1% 168,620 $109.7M
Select Asset Management & Trust 34.18% Add +4.5% 168,272 $109.4M
Tang Capital Management LLC 5.55% Add +460.0% 168,000 $109.3M
National Philanthropic Trust 1.16% Reduce -1.1% 167,975 $109.2M
Pacific Wealth Management 58.72% Reduce -12.7% 167,876 $109.2M
Akuna Securities LLC 54.58% Reduce -53.7% 167,153 $108.7M
Moment Partners, LLC 19.37% Add +0.6% 166,462 $108.6M
Beacon Capital Management, LLC 19.15% Reduce -12.8% 166,854 $108.5M
Stephens Inc. 1.36% Reduce -15.4% 166,554 $108.3M
Marest Capital, LLC 61.97% Add +0.7% 164,696 $107.1M
Savant Capital, LLC 0.51% Reduce -6.1% 163,816 $106.5M
Manchester Capital Management LLC 15.34% Reduce -0.2% 163,771 $106.5M
Belpointe Asset Management LLC 3.86% Reduce -6.2% 162,559 $105.7M
Southern Farm Bureau Life Insurance 11.12% No change 161,923 $105.3M
Glenview Trust Co 1.65% Add +2.5% 161,416 $105.0M
Consolidated Investment Group LLC 11.38% Add +25.8% 161,305 $104.9M
Allspring Global Investments Holdings, LLC 0.17% Add +67.7% 159,030 $104.2M
Eastern Bank 1.77% Reduce -17.0% 158,852 $103.3M
Sequoia Financial Advisors, LLC 0.58% Add +0.1% 158,417 $103.0M
Mizuho Bank, Ltd. 27.81% Reduce -14.1% 158,000 $102.8M
Prime Capital Investment Advisors, LLC 1.18% Add +7.8% 157,531 $102.4M
M Holdings Securities, Inc. 6.92% Reduce -4.1% 156,130 $102.3M
Brandywine Trust Co. 18.33% Add +0.7% 155,481 $101.1M
U.S. Capital Wealth Advisors, LLC 2.54% Add +44.1% 155,152 $100.9M
Jordan Park Group LLC 5.30% Reduce -14.3% 153,174 $99.6M
Karnit Road Accident Victims Compensation Fund 57.99% No change 151,957 $98.8M
Bradley Foster & Sargent Inc. 1.53% Add +1.5% 151,127 $98.3M
CIBC Asset Management Inc 0.24% Reduce -21.0% 151,078 $98.3M
Strategic Point Investment Advisors, LLC 14.22% Reduce -1.9% 150,473 $97.9M
SteelPeak Wealth, LLC 3.06% Add +19.7% 149,701 $97.6M
Summit Financial, LLC 1.24% Add +2.1% 148,667 $97.0M
Guggenheim Capital LLC 0.77% Reduce -19.6% 148,649 $96.7M
Howard Capital Management Group, LLC 6.41% Add +0.3% 148,438 $96.5M
MCF Advisors LLC 4.23% Add +4.5% 148,027 $96.4M
Cavalier Investments, LLC 24.74% Add +108.4% 147,679 $96.0M
Rwa Wealth Partners, LLC 1.05% Add +4.3% 149,003 $95.6M
Ally Financial Inc. 11.89% New 147,000 $95.6M
RBF Capital, LLC 4.67% No change 146,300 $95.1M
V2 Financial group LLC 43.87% Add +4.2% 144,847 $94.2M
Serenus Wealth Advisors, LLC 18.65% Reduce -1.5% 143,805 $93.5M
Jabodon PT Co. 10.82% Add +0.3% 143,159 $93.1M
Sentinel Pension Advisors, LLC 13.76% No change 143,122 $93.1M
Freestone Capital Holdings, LLC 2.82% Add +1.3% 142,572 $92.7M
New York Life Insurance Co. 18.89% No change 142,522 $92.7M
Rising Stella Capital Pte. Ltd 43.38% Add +0.6% 142,477 $92.7M
Pine Valley Investments Ltd Liability Co 4.50% Add +5.3% 141,970 $92.5M
Thor Trading Advisors, LLC 37.82% Add +1.3% 140,349 $91.3M
Choreo, LLC 1.12% Add +4.8% 371,432 $91.0M
Fiera Capital Corp 0.31% Reduce -2.2% 139,759 $90.9M
GTS Securities LLC 3.20% Add +488.2% 138,884 $90.3M
Total Investment Management Inc. 10.44% Add +0.3% 137,653 $89.5M
Public Sector Pension Investment Board 0.28% Add +15.9% 137,634 $89.5M
Ramsey Quantitative Systems 92.45% Reduce -7.0% 137,311 $89.3M
Beacon Capital Management, Inc. 5.00% Add +6.5% 136,583 $88.8M
Urban Financial Advisory Corp 31.29% Reduce -3.9% 136,100 $88.5M
Webster Bank, N. A. 8.36% Reduce -3.3% 135,727 $88.3M
Wellington Management Group LLP 0.02% Reduce -2.3% 133,994 $87.1M
Joel Isaacson & Co., LLC 2.89% Reduce -0.5% 133,991 $87.1M
Schusterman Interests, LLC 22.27% No change 133,977 $87.1M
Cornerstone Wealth Group, LLC 5.61% Reduce -7.5% 123,527 $87.0M
CI Investments Inc. 0.42% Reduce -31.7% 133,362 $86.7M
Johnson Investment Counsel Inc. 0.70% Add +2.0% 133,289 $86.7M
Bokf, NA 1.31% Reduce -0.4% 131,903 $85.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +342.4% 131,706 $85.7M
Busey Bank 2.32% Add +0.7% 131,254 $85.4M
Banque Pictet & Cie SA 0.99% Reduce -0.8% 130,998 $85.2M
St. Louis Trust Co 9.94% Reduce -1.4% 130,958 $85.2M
Berkeley Capital Partners, LLC 19.71% Add +0.7% 130,694 $85.0M
Atticus Wealth Management, LLC 23.03% Reduce -6.5% 130,667 $85.0M
Independence Bank of Kentucky 10.75% Add +1.9% 130,525 $84.9M
Mesirow Financial Investment Management, Inc. 1.37% Add +12.5% 129,793 $84.4M
CSM Advisors, LLC 2.07% No change 129,440 $84.2M
Advisors Preferred, LLC 12.33% Add +386.9% 128,688 $83.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.49% Add +89.6% 126,834 $82.5M
J.W. Cole Advisors, Inc. 2.78% Add +1.4% 126,655 $82.4M
Amundi 0.02% Add +2.2% 126,010 $81.9M
Midwest Trust Co 1.02% Add +0.3% 125,444 $81.6M
TCW Group Inc. 0.61% Add +0.2% 124,723 $81.1M
First Western Trust Bank 4.09% Add +172.8% 124,488 $81.0M
Insigneo Advisory Services, LLC 5.77% Add +3.3% 124,461 $80.9M
Foundations Investment Advisors, LLC 1.00% Reduce -18.8% 124,014 $80.7M
Granger Management LLC 22.36% Add +0.0% 122,830 $80.1M
Kestra Private Wealth Services, LLC 0.99% Add +9.3% 122,932 $79.9M
Evoke Wealth, LLC 1.47% Reduce -0.5% 122,209 $79.7M
Portland Global Advisors LLC 8.48% Reduce -1.1% 122,346 $79.6M
Krane Funds Advisors LLC 3.26% Add +50.5% 121,000 $79.5M
Keystone Financial Group 5.40% Reduce -1.4% 115,948 $78.6M
Oppenheimer & Co. Inc. 0.96% Add +0.4% 120,620 $78.4M
IFG Advisors, LLC 12.83% Add +6.6% 120,444 $78.3M
Curi Capital, LLC 1.39% Add +4.0% 119,642 $78.0M
Balyasny Asset Management L.P. 0.16% Reduce -5.6% 119,922 $78.0M
Mill Creek Capital Advisors, LLC 1.59% Reduce -2.0% 118,772 $77.2M
Capital Advisors, Ltd. LLC 8.76% Reduce -0.2% 118,468 $77.0M
Atria Investments, Inc 0.86% Reduce -12.9% 118,413 $77.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.07% Reduce -14.4% 117,991 $76.7M
Financiere des Professionnels - Fonds d'investissement inc. 4.49% Reduce -12.7% 117,698 $76.5M
Haverford Trust Co 0.69% Reduce -1.9% 116,631 $75.8M
Headland Capital, LLC 21.33% Add +0.7% 116,407 $75.7M
Atlantic Union Bankshares Corp 1.45% Reduce -1.4% 116,140 $75.5M
Evercore Wealth Management, LLC 1.18% Reduce -0.8% 115,674 $75.2M
Klingman & Associates, LLC 3.63% Add +0.1% 115,315 $75.0M
Kirkwood Financial Services 26.36% Add +2.7% 114,358 $74.3M
Dakota Wealth Management 1.61% Add +5.6% 114,199 $74.3M
Venture Visionary Partners LLC 2.47% Reduce -4.9% 113,809 $74.0M
Fortitude Financial, LLC 38.84% Add +11118.8% 112,861 $73.4M
Natixis Advisors, LLC 0.10% Add +9.1% 112,537 $73.2M
Tucker Asset Management LLC 21.70% Reduce -22.6% 111,617 $72.6M
Eos Management, L.P. 30.94% No change 110,736 $72.0M
Stratos Wealth Advisors, LLC 4.40% Reduce -2.9% 109,792 $71.4M
NTV Asset Management LLC 7.79% Reduce -4.7% 109,021 $70.9M
Kentucky Farm Bureau Mutual Insurance Co 21.52% No change 109,000 $70.9M
Lavaca Capital LLC 13.16% Reduce -6.7% 108,901 $70.8M
Lepercq De Neuflize Asset Management LLC 51.41% Reduce -5.7% 108,716 $70.7M
Bank Hapoalim BM 11.51% Add +87.1% 108,126 $70.3M
Bawa N Mallick Trust 28.61% No change 107,400 $69.8M
First Horizon Corp. 2.92% Add +1.3% 107,352 $69.8M
Farther Finance Advisors, LLC 0.66% Add +7.9% 106,308 $69.7M
Arax Advisory Partners 1.96% Add +23.4% 106,585 $69.4M
Azarias Capital Management, L.P. 31.03% No change 106,461 $69.2M
Blackstone Inc. 0.28% Add +7.6% 106,328 $69.1M
Independent Financial Group, LLC 1.55% Reduce -2.7% 106,085 $69.0M
Cynosure Group, LLC 8.55% Add +143.9% 229,061 $68.4M
Unifi Asset Management LP 39.06% Add +524.2% 104,870 $68.2M
Alvarez & Marsal Private Wealth Partners, LLC 9.56% No change 104,447 $68.1M
Novare Capital Management LLC 5.39% Reduce -6.1% 104,484 $68.0M
OMERS ADMINISTRATION Corp 0.43% No change 103,835 $67.5M
Capital Management Associates, Inc 15.25% Add +10.3% 103,708 $67.4M
Regions Financial Corp. 0.44% Reduce -8.2% 103,356 $67.2M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -1.8% 102,908 $66.9M
Conning Inc. 2.30% No change 102,120 $66.4M
New England Asset Management Inc. 8.73% Reduce -1.0% 101,954 $66.3M
Shepherd Financial Partners LLC 6.27% Reduce -0.1% 101,693 $66.1M
D.A. Davidson & Co. 0.40% Add +0.7% 101,453 $66.0M
Dynasty Wealth Management, LLC 0.58% Reduce -1.5% 101,433 $66.0M
CreativeOne Wealth, LLC 1.53% Add +18.4% 101,228 $65.8M
Meridian Wealth Management, LLC 2.33% Add +5.9% 100,803 $65.6M
Crewe Advisors LLC 5.57% Reduce -0.5% 100,267 $65.2M
DV Trading LLC 5.90% Reduce -39.5% 99,976 $65.0M
HMS Capital Management, LLC 25.10% Add +77.8% 99,771 $64.9M
Fort Point Capital Partners LLC 8.50% Reduce -1.9% 99,378 $64.8M
Aptus Capital Advisors, LLC 0.54% Add +10.7% 99,584 $64.8M
Federation des caisses Desjardins du Quebec 0.23% Add +7.3% 99,370 $64.6M
VestGen Advisors, LLC 1.81% Add +41.4% 87,462 $64.6M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -0.8% 98,579 $64.1M
LGL Partners, LLC 26.37% Add +0.4% 98,217 $64.1M
Canada Post Corp Registered Pension Plan 2.55% No change 98,414 $64.0M
Harbour Investments, Inc. 0.98% Add +13.7% 97,226 $63.2M
West Financial Advisors, LLC 10.70% Reduce -1.4% 96,928 $63.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.09% Reduce -2.3% 96,441 $62.7M
Modera Wealth Management, LLC 0.75% Reduce -0.9% 95,753 $62.3M
Apella Capital, LLC 0.92% Add +3.8% 87,650 $62.2M
ING Groep NV 0.38% Reduce -67.8% 95,260 $62.0M
AE Wealth Management LLC 0.33% Reduce -43.3% 95,114 $61.7M
All Terrain Financial Advisors, LLC 19.19% Add +1.6% 94,654 $61.6M
Holocene Advisors, LP 0.15% Add +11.3% 94,073 $61.2M
Sei Investments Co. 0.06% Add +6.0% 93,832 $61.0M
Allstate Corp. 0.65% Reduce -90.0% 93,796 $61.0M
Sapient Capital LLC 0.92% Add +1.2% 93,455 $60.9M
Prospera Financial Services Inc 0.98% Reduce -5.6% 93,093 $60.6M
Matauro, LLC 8.70% Add +5.5% 92,602 $60.2M
Klingenstein Fields & Co. LP 2.37% Add +0.3% 92,487 $60.1M
Phoenix Financial Ltd. 0.57% Add +1.2% 92,330 $60.1M
Westshore Wealth, LLC 21.12% Reduce -7.1% 92,353 $60.1M
Choate Investment Advisors 1.17% Reduce -0.5% 92,230 $60.0M
First Financial Bank - Trust Division 4.78% Add +1.6% 91,182 $59.3M
Engineers Gate Manager LP 0.74% Reduce -53.1% 90,680 $59.0M
Perigon Wealth Management, LLC 1.07% Add +2.9% 90,430 $58.8M
Stock Yards Bank & Trust Co. 1.82% Reduce -0.0% 90,129 $58.6M
Cumberland Advisors Inc. 22.90% Add +2.3% 89,953 $58.5M
Summit Trail Advisors, LLC 0.84% Add +30.9% 89,838 $58.4M
4Thought Financial Group Inc. 28.87% Add +4.9% 89,773 $58.4M
Granby Capital Management, LLC 33.36% No change 89,500 $58.2M
Integrated Advisors Network LLC 3.05% Reduce -24.2% 89,222 $58.0M
Cerity Partners Retirement Plan Advisors LLC 29.60% — 89,068 $57.9M
IFP Advisors, Inc 1.20% Reduce -6.2% 88,760 $57.7M
Trustees of Dartmouth College 22.92% Reduce -73.5% 88,666 $57.7M
Sowell Financial Services LLC 2.13% Add +5.1% 88,477 $57.5M
Procyon Advisors, LLC 2.82% Reduce -23.7% 88,453 $57.5M
Attessa Capital LLC 31.20% Add +2.9% 88,201 $57.4M
Howard Hughes Medical Institute 13.79% Reduce -62.9% 88,185 $57.4M
Greenhouse Wealth Management, LLC 35.33% Reduce -1.2% 87,957 $57.1M
Legacy Wealth Management, LLC / MS 16.26% Reduce -4.7% 87,701 $57.0M
CVS HEALTH Corp 26.83% Reduce -43.1% 87,578 $57.0M
Vanguard National Trust Co 3.56% — 86,970 $56.6M
Reicon Wealth Advisors, LLC 43.37% Reduce -17.5% 86,877 $56.5M
Sigma Planning Corp 1.55% Reduce -2.1% 86,031 $56.0M
Chicago Partners Investment Group LLC 1.24% Add +1.6% 78,150 $55.6M
Potentia Wealth 21.34% Reduce -3.5% 84,978 $55.3M
Mio Partners, Inc. 100.00% Add +1.0% 84,939 $55.2M
Valor Advisors LLC 46.24% No change 80,395 $55.0M
Allianz SE 0.61% Reduce -29.3% 84,365 $54.9M
Scharf Investments, LLC 1.69% Add +19.9% 84,290 $54.8M
Aua Capital Management, LLC 28.00% Reduce -0.4% 84,284 $54.8M
Waldron Private Wealth LLC 2.12% Reduce -1.5% 83,684 $54.4M
Black Swift Group, LLC 9.49% Reduce -7.7% 83,272 $54.2M
Kingswood Wealth Advisors, LLC 2.56% Reduce -5.0% 82,956 $53.9M
Arkadios Wealth Advisors 0.89% Add +6.7% 82,917 $53.9M
Capital International Investors 0.01% Reduce -29.9% 85,099 $53.8M
Dean, Jacobson Financial Services, LLC 33.02% Add +1.8% 82,635 $53.7M
Edmond DE Rothschild Holding S.A. 0.78% Reduce -19.1% 82,578 $53.7M
Nicholas Hoffman & Company, LLC. 1.23% Add +1.6% 82,092 $53.4M
Laird Norton Wetherby Trust Company, LLC 1.16% Reduce -2.8% 81,615 $53.2M
Becker Capital Management Inc. 1.56% Reduce -1.5% 81,489 $53.1M
Performa Ltd (US), LLC 12.00% Reduce -15.4% 81,535 $53.0M
King Wealth Management Group 6.60% Add +9.7% 81,213 $52.8M
Wilmington Savings Fund Society, FSB 1.24% Add +2.5% 80,074 $52.1M
Harel Insurance Investments & Financial Services Ltd. 0.35% Add +6.3% 79,580 $51.8M
Aspen Grove Capital, LLC 10.06% Add +1.9% 79,314 $51.7M
Northwest & Ethical Investments L.P. 1.20% No change 79,500 $51.7M
Merit Financial Group, LLC 0.38% Reduce -0.6% 79,392 $51.6M
Generali Investments CEE, investicni spolecnost, a.s. 2.70% No change 79,130 $51.5M
Keel Point, LLC 3.43% Reduce -8.1% 78,628 $51.1M
Seal Cove Capital, LLC 44.75% Reduce -0.0% 78,507 $51.1M
Arvest Bank Trust Division 2.76% Add +0.1% 78,042 $50.8M
First National Trust Co 1.73% Reduce -2.3% 78,015 $50.7M
Barings LLC 0.85% Reduce -19.9% 78,005 $50.7M
Oppenheimer Asset Management Inc. 0.58% Reduce -19.8% 77,789 $50.6M
Caprock Group, LLC 1.23% Add +1.5% 77,532 $50.6M
Signaturefd, LLC 0.77% Add +0.4% 77,698 $50.5M
Lebenthal Global Advisors, LLC 7.28% Add +4.6% 76,957 $50.0M
Commonwealth Financial Services, LLC 7.91% Add +6.4% 76,845 $50.0M
MSA Advisors, LLC 15.02% Reduce -16.0% 76,728 $50.0M
Flputnam Investment Management Co. 0.74% Reduce -0.8% 76,773 $49.9M
Galilei Investment Office LLP 25.86% No change 76,730 $49.9M
Advisor Resource Council 19.70% Reduce -11.7% 76,624 $49.8M
World Investment Advisors 0.80% Reduce -2.8% 76,584 $49.8M
Kaleidoscope Capital LP 19.17% Add +0.3% 76,560 $49.8M
ADAR1 Capital Management, LLC 2.99% Add +38.9% 75,940 $49.4M
Vestmark Advisory Solutions, Inc. 0.55% Add +50.1% 75,834 $49.3M
Atalanta Sosnoff Capital, LLC 1.05% Add +75.0% 75,082 $48.8M
Fifth Third Securities, Inc. 3.14% Reduce -1.8% 74,691 $48.6M
Fidelis Capital Partners, LLC 3.45% Add +0.8% 74,491 $48.4M
Hengehold Capital Management LLC 4.22% Add +3.3% 74,274 $48.3M
Arkos Global Advisors 6.06% Reduce -1.0% 74,260 $48.3M
Rathbones Group PLC 0.19% Reduce -0.7% 74,158 $48.2M
Gladstone Institutional Advisory LLC 1.78% Reduce -12.2% 73,991 $48.1M
Embree Financial Group 5.67% Reduce -5.7% 73,962 $48.1M
McAlister, Sweet & Associates, Inc. 29.90% Add +32.1% 73,834 $48.0M
Pinkerton Wealth, LLC 4.36% Add +2.5% 70,198 $47.9M
Cordoba Advisory Partners LLC 13.18% Add +1911.9% 73,132 $47.7M
Frank, Rimerman Advisors LLC 3.13% Reduce -2.2% 73,280 $47.7M
Yousif Capital Management, LLC 0.56% Add +62.7% 73,260 $47.6M
Board of Trustees of The Leland Stanford Junior University 5.60% New 73,085 $47.5M
Systematic Alpha Investments, LLC 1.67% No change 72,970 $47.5M
IPG Investment Advisors LLC 8.12% Add +8.0% 72,525 $47.3M
Financial Solutions Advisory Group, Inc. 6.52% — 72,587 $47.2M
Great Valley Advisor Group, Inc. 0.86% Add +57.8% 72,415 $47.1M
Element Pointe Advisors, LLC 8.87% Reduce -0.1% 72,251 $47.0M
Soltis Investment Advisors LLC 3.05% Add +86.5% 72,104 $46.9M
Robertson Stephens Wealth Management, LLC 1.31% Reduce -13.6% 71,897 $46.9M
Allie Family Office LLC 20.33% Reduce -0.9% 71,636 $46.6M
Purpose Unlimited Inc. 1.95% Add +7.6% 71,696 $46.6M
Golden State Wealth Management, LLC 5.10% Reduce -8.9% 71,675 $46.6M
Simmons Bank 3.12% Reduce -5.8% 71,620 $46.6M
State of Wisconsin Investment Board 0.11% Add +20.6% 71,576 $46.5M
ZEGA Investments, LLC 8.79% Reduce -1.8% 71,382 $46.4M
James J. Burns & Company, LLC 6.28% Add +21.9% 71,166 $46.3M
Lazard Freres Gestion S.A.S. 0.91% Reduce -16.4% 71,053 $46.2M
Composition Wealth, LLC 0.63% Reduce -7.9% 70,737 $46.0M
Addison Capital Co 8.12% Add +57.7% 70,183 $45.6M
Banco BTG Pactual S.A. 8.88% Add +15665.8% 70,000 $45.5M
Archon Partners LLC 5.39% No change 70,000 $45.5M
Seven Post Investment Office LP 14.67% Reduce -7.7% 69,811 $45.4M
Retirement Income Solutions, Inc. 7.76% Reduce -0.8% 69,780 $45.4M
Silvercrest Asset Management Group LLC 0.33% Add +22.8% 69,499 $45.2M
Kozak & Associates, Inc. 8.81% Reduce -0.3% 65,851 $45.2M
Pitcairn Wealth Advisors LLC 4.15% Reduce 0.0% 66,171 $45.1M
Flagship Harbor Advisors, LLC 1.98% Add +0.3% 69,294 $45.1M
Madison Asset Management, LLC 0.55% Add +7.2% 68,631 $44.6M
Clear Harbor Asset Management, LLC 3.09% Add +2.6% 68,449 $44.5M
AXA S.A. 17.23% No change 67,929 $44.2M
Midwest Professional Planners, LTD. 10.39% Add +2.1% 67,850 $44.1M
Union Bancaire Privee, UBP SA 0.62% Add +23.9% 68,964 $44.1M
Bleichroeder LP 7.61% Add +107.7% 67,645 $44.0M
Tyche Wealth Partners LLC 6.75% Add +3.8% 67,261 $43.7M
Kera Capital Partners, Inc. 5.35% Reduce -0.8% 67,041 $43.6M
Benjamin Edwards Inc. 0.43% Add +1.5% 67,028 $43.6M
Socha Financial Group, LLC 22.09% Add +3.8% 66,969 $43.6M
Verger Capital Management LLC 12.83% Reduce -0.2% 66,919 $43.5M
Capital Advisors Inc. 0.70% Reduce -28.0% 66,785 $43.4M
Inscription Capital, LLC 4.55% Reduce -1.7% 66,543 $43.3M
Modern Wealth Management, LLC 0.74% Reduce -25.3% 65,799 $43.1M
Lutz Financial Services LLC 2.89% Reduce -1.0% 66,202 $43.1M
Atlantic Private Wealth, LLC 28.11% Reduce -2.5% 66,125 $43.0M
Washington Growth Strategies LLC 27.96% Reduce -3.2% 65,815 $42.8M
L & S Advisors Inc 5.37% Add +133.1% 65,632 $42.7M
Thoma Capital Management LLC 25.20% Add +0.8% 65,520 $42.6M
Beacon Bank & Trust 8.71% Reduce -5.3% 65,314 $42.5M
Guidance Capital, Inc. 9.47% Reduce -7.0% 58,361 $42.2M
Proficio Capital Partners LLC 2.26% Reduce -2.2% 64,865 $42.2M
Ashton Thomas Private Wealth, LLC 1.00% Add +30.0% 78,979 $42.2M
North Star Investment Management Corp. 2.55% Add +0.0% 64,665 $42.1M
First Nebraska Trust Co 3.85% Add +0.4% 64,026 $41.6M
Empowered Funds, LLC 0.27% Add +34.7% 63,964 $41.6M
Canandaigua National Corp. 3.71% — 63,806 $41.5M
Wallace Hart LLC 57.08% Reduce -8.5% 63,699 $41.4M
Curtis Advisory Group, LLC 8.89% No change 63,429 $41.3M
Connors Investor Services Inc. 3.80% Reduce -7.3% 63,251 $41.1M
Woodard & Co. Asset Management Group Inc. 6.56% Reduce -2.1% 62,949 $40.9M
Washburn Capital Management, Inc. 23.74% Reduce -0.3% 62,835 $40.9M
Sjbenen Advisory, LLC 34.12% Reduce -32.4% 62,651 $40.7M
Caldwell Trust Co 3.64% Add +1.7% 62,622 $40.7M
Lifestyle Asset Management, Inc. 13.29% Reduce -0.2% 62,546 $40.7M
Chesley Taft & Associates LLC 1.70% Reduce -0.3% 62,460 $40.6M
Mgo One Seven LLC 0.82% Reduce -15.3% 62,458 $40.6M
Wilkerson Advisory Group LLC 13.96% Add +5.8% 62,441 $40.6M
TSG Advice Partners, LLC 6.07% Reduce -44.8% 62,301 $40.5M
Capital World Investors 0.01% Add +21.8% 64,032 $40.5M
Anfield Capital Management, LLC 11.13% Reduce -2.5% 62,202 $40.5M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 7.98% Reduce -6.1% 61,881 $40.4M
Western Wealth Management, LLC 1.54% Add +22.1% 62,017 $40.3M
Bluespring Wealth Management, LLC 3.47% Reduce -0.9% 61,814 $40.3M
Capital Wealth Planning, LLC 0.22% Add +8.5% 61,867 $40.2M
Wealth Advisory Solutions, LLC 8.95% Add +1.8% 61,756 $40.2M
Principal Financial Group Inc. 0.02% Reduce -0.1% 61,574 $40.0M
Crestwood Advisors Group, LLC 0.67% Reduce -12.3% 61,499 $40.0M
Tiller Private Wealth, Inc. 14.19% Add +0.3% 61,397 $39.9M
GM Advisory Group, LLC 1.54% Add +0.6% 61,322 $39.9M
Aviso Financial Inc. 1.41% Reduce -1.3% 61,184 $39.8M
Orion Porfolio Solutions, LLC 0.34% Reduce -35.6% 61,139 $39.8M
Brighton Jones LLC 0.87% New 60,915 $39.6M
Verdence Capital Advisors LLC 2.31% Reduce -1.1% 60,789 $39.5M
Kovack Advisors, Inc. 2.12% Reduce -13.1% 60,317 $39.5M
Bridgewater Advisors Inc. 2.34% Add +1.2% 52,999 $39.3M
Financial Partners Group, Inc 4.70% Reduce -0.5% 60,437 $39.3M
Whitford Management LLC 40.13% Add +53.0% 60,386 $39.3M
Calamos Wealth Management LLC 1.36% Add +6.9% 59,899 $39.0M
Associated Banc-Corp 1.03% Reduce -0.6% 59,811 $38.9M
Hanover Advisors Inc. 15.76% Add +0.9% 59,612 $38.8M
Jackson, Grant Investment Advisers, Inc. 12.90% Reduce -0.6% 59,395 $38.6M
Cary Street Partners Financial LLC 0.96% Add +4.1% 59,371 $38.6M
Trinity Financial Advisors LLC 10.97% Reduce -3.2% 59,052 $38.5M
Aspiriant, LLC 1.09% Reduce -1.2% 59,098 $38.4M
Family Manage LLC 4.59% Add +34.6% 58,886 $38.3M
Hapanowicz & Associates Financial Services, Inc 15.21% Add +3.2% 58,812 $38.2M
Argent Trust Co 1.30% Reduce -3.0% 58,709 $38.2M
Swiss Life Asset Management Ltd 0.19% Add +7.3% 58,600 $38.1M
Evansbrook LLC 25.44% Add +0.2% 58,578 $38.1M
Wedbush Securities Inc. 1.11% Add +1.0% 58,468 $38.0M
Apollon Wealth Management, LLC 0.62% Reduce -5.5% 58,427 $38.0M
1832 Asset Management L.P. 0.05% Add +0.3% 58,090 $37.8M
OneDigital Investment Advisors LLC 0.37% Add +0.1% 57,733 $37.5M
71 West Capital Partners 1.65% Add +23.6% 57,699 $37.5M
Spire Wealth Management 1.27% Reduce -2.3% 57,430 $37.3M
TIG Advisors, LLC 1.78% Add +0.3% 57,372 $37.3M
Allianz Asset Management GmbH 0.04% Reduce -42.1% 57,300 $37.3M
Johnson Financial Group, Inc. 1.35% Reduce -2.9% 57,041 $37.2M
Partners Capital Investment Group, LLP 1.40% Add +0.3% 57,179 $37.2M
Axxcess Wealth Management, LLC 1.19% Add +8.1% 64,281 $37.1M
Anchor Capital Management Group Inc 25.78% No change 57,000 $37.1M
OAKMONT Corp 7.01% Add +6.5% 56,725 $36.9M
Adirondack Trust Co. 12.38% Reduce -3.4% 56,677 $36.9M
Retirement Planning Group, LLC 1.14% Reduce -3.0% 56,650 $36.8M
Centaurus Financial, Inc. 1.75% Reduce -10.9% 56,530 $36.8M
Mission Wealth Management, LP 0.77% Add +7.1% 56,299 $36.6M
Teachers Retirement System of the State of Kentucky 0.28% No change 56,275 $36.6M
Mechanics Bank Trust Department 5.06% Add +1.8% 56,180 $36.5M
Cambient Family Office, LLC 5.08% Reduce -7.3% 55,809 $36.4M
Mine & Arao Wealth Creation & Management, LLC. 15.27% Reduce -2.2% 55,958 $36.4M
Hibernia Wealth Partners, LLC 10.75% Reduce -0.9% 55,865 $36.3M
Cercano Management LLC 1.57% No change 55,788 $36.3M
Proffitt & Goodson Inc. 5.58% Reduce -0.8% 55,512 $36.1M
Glen Eagle Advisors, LLC 5.05% Reduce -1.9% 55,430 $36.0M
Angeles Wealth Management, LLC 1.96% Add +0.1% 55,248 $36.0M
HM Payson & Co. 0.52% Add +11.3% 55,117 $35.8M
Gateway Wealth Partners, LLC 1.39% Add +95.4% 54,971 $35.8M
Ayalon Insurance Comp Ltd. 7.27% Add +22.9% 54,596 $35.6M
Prosperity Consulting Group, LLC 1.58% Add +2.6% 54,654 $35.5M
King Luther Capital Management Corp. 0.15% Reduce -3.0% 54,571 $35.5M
Carnegie Investment Counsel 0.69% Reduce -23.6% 54,404 $35.4M
Dumont & Blake Investment Advisors LLC 8.85% Reduce -3.5% 54,377 $35.4M
TCV Trust & Wealth Management, Inc. 2.95% Reduce -6.0% 54,201 $35.2M
Tower Research Capital LLC (TRC) 0.92% Add +7781.2% 54,144 $35.2M
Avestar Capital, LLC 2.41% Add +28.6% 54,113 $35.2M
Dorsey & Whitney Trust CO LLC 1.93% Reduce -0.6% 53,950 $35.1M
Callan Family Office, LLC 0.79% Add +1.5% 53,356 $34.7M
Virtue Capital Management, LLC 5.27% Reduce -27.8% 54,803 $34.6M
Cresta Advisors, Ltd. 14.18% Add +7.5% 53,247 $34.6M
Evermay Wealth Management LLC 3.83% Reduce -1.1% 52,993 $34.6M
Farmers Trust Co. 5.41% Add +2.7% 52,953 $34.4M
Coldstream Capital Management Inc. 0.43% Add +21.3% 52,863 $34.4M
Friends of the Cornell Lab of Ornithology, Inc. 32.41% Add +4.3% 52,782 $34.3M
Oxford Financial Group, LTD. LLC 1.84% Reduce -0.1% 52,408 $34.1M
Capasso Planning Partners LLC 18.38% Reduce -6.0% 52,375 $34.1M
Liberty Mutual Group Asset Management Inc. 2.72% New 52,300 $34.0M
Curated Wealth Partners LLC 4.25% Add +0.3% 51,917 $33.8M
Kingsview Wealth Management, LLC 0.46% Reduce -2.6% 51,906 $33.8M
Clarity Wealth Advisors, LLC 6.92% Add +0.4% 51,690 $33.6M
Ironsides Asset Advisors, LLC 8.43% Add +0.1% 51,689 $33.6M
Granite FO LLC 19.87% Add +0.2% 51,629 $33.6M
Meritage Group LP 1.27% New 51,554 $33.5M
Diversified Management Inc. 5.75% Add +0.2% 51,545 $33.5M
GC Wealth Management RIA, LLC 1.38% Add +13.8% 51,382 $33.4M
Cullinan Associates Inc. 2.69% Reduce -10.0% 51,188 $33.3M
Westwood Holdings Group Inc. 0.24% Reduce -41.6% 51,130 $33.3M
JCP Investment Management, LLC 22.10% Add +45.6% 50,944 $33.2M
Redhawk Wealth Advisors, Inc. 3.67% Add +9.9% 51,057 $33.2M
MTC Wealth Management LLC 15.75% Reduce -13.1% 50,988 $33.2M
Capital Investment Advisors, LLC 0.48% Reduce -2.1% 50,933 $33.1M
Momentum Wealth Planning, LLC 30.45% Reduce -0.7% 50,720 $33.1M
Wind River Trust Co 12.41% No change 50,618 $32.9M
Kellett Wealth Advisors, LLC 17.78% Reduce -10.1% 50,431 $32.8M
Hobart Private Capital, LLC 6.44% Add +10.9% 50,375 $32.8M
Roth Financial Partners LLC 11.16% Reduce -5.1% 50,382 $32.7M
Safeguard Investment Advisory Group, LLC 9.02% Reduce -7.1% 50,211 $32.7M
Trustmark Bank Trust Department 2.09% Reduce -0.3% 50,111 $32.6M
Pinnacle Wealth Management Advisory Group, LLC 2.23% Reduce -3.3% 50,085 $32.6M
Birinyi Associates Inc. 8.86% Reduce -1.5% 50,015 $32.5M
Marmo Financial Group, LLC 16.06% Reduce -1.4% 49,866 $32.4M
Parallel Advisors, LLC 0.58% Add +6.8% 49,763 $32.4M
Calydon Capital 5.28% Add +4.0% 49,696 $32.3M
Cardiff Park Advisors, LLC 2.58% Reduce -0.6% 49,688 $32.3M
MPWM Advisory Solutions, LLC 17.11% Add +1.5% 49,651 $32.3M
Sanchez Wealth Management Group 6.98% Reduce -1.3% 49,639 $32.3M
MKT Advisors LLC 10.81% Reduce -2.1% 48,925 $32.3M
Aft, Forsyth & Sober, LLC 9.80% No change 49,400 $32.1M
First National Bank of Omaha 0.99% Add +1.0% 49,948 $31.9M
Fortis Capital Advisors, LLC 4.16% Add +0.9% 48,863 $31.8M
Crescent Grove Advisors, LLC 3.15% Reduce -8.5% 48,683 $31.7M
Lanark Financial, Inc. 2.37% Reduce -3.8% 48,601 $31.6M
Montz Harcus Wealth Management LLC 12.75% Add +0.6% 48,552 $31.6M
Quadrant Capital Group LLC 0.94% Add +0.1% 48,438 $31.5M
Palumbo Wealth Management LLC 7.68% Add +1.2% 48,380 $31.5M
True North Advisors, LLC 3.57% Reduce -3.6% 48,141 $31.3M
Taylor & Morgan Wealth Management, LLC 17.79% Add +3.5% 47,943 $31.2M
Capital Group Private Client Services, Inc. 0.52% Reduce -9.1% 47,871 $31.1M
Twin Focus Capital Partners, LLC 3.57% Add +38.5% 47,820 $31.1M
Pettyjohn, Wood & White, Inc. 4.93% Add +0.3% 47,624 $31.0M
Essex Financial Services, Inc. 1.73% Reduce -1.4% 47,270 $30.7M
Childress Capital Advisors, LLC 5.54% Reduce -1.0% 47,237 $30.7M
Ausdal Financial Partners, Inc. 1.37% Add +35.8% 47,236 $30.7M
GFS Advisors, LLC 1.98% Reduce -1.0% 47,041 $30.6M
Afg Fiduciary Services Limited Partnership 17.97% Add +0.1% 481,472 $30.5M
Regal Investment Advisors LLC 1.76% Reduce -2.7% 46,742 $30.4M
Avior Wealth Management, LLC 0.86% Add +15.7% 46,696 $30.4M
BSW Wealth Partners 3.68% Reduce -0.5% 46,359 $30.1M
Smith, Moore & Co. 2.19% Add +2.3% 46,256 $30.1M
Independent Family Office, LLC 12.37% Reduce -0.0% 46,213 $30.1M
Ninepoint Partners LP 3.54% Reduce -5.7% 46,000 $29.9M
Ameritas Advisory Services, LLC 1.16% Add +1.4% 45,863 $29.8M
Arthur M. Cohen & Associates, LLC 5.30% Reduce -1.2% 45,505 $29.8M
Tocqueville Asset Management L.P. 0.44% Reduce -0.6% 45,785 $29.8M
Welch & Forbes LLC 0.38% Reduce -18.8% 45,628 $29.7M
PFG Investments, LLC 1.38% Add +1.1% 45,452 $29.6M
Vavra Capital Management, LLC 28.73% Add +1.7% 45,443 $29.6M
Moody National Bank Trust Division 2.81% Add +30.1% 45,428 $29.5M
SFG Wealth Management, LLC. 12.16% Reduce -20.3% 45,410 $29.5M
iA Global Asset Management Inc. 0.42% Reduce -3.1% 45,363 $29.5M
Nations Financial Group Inc, /Ia/ 1.51% Add +1.6% 45,208 $29.4M
Amarillo National Bank 5.18% Add +0.5% 45,088 $29.3M
Fiduciary Trust Co 0.35% Reduce -0.3% 45,026 $29.3M
Fsa Wealth Partners, Inc. 13.92% Add +2.9% 45,008 $29.3M
Americana Partners, LLC 0.76% Reduce -6.6% 44,995 $29.3M
Heritage Trust Co 2.93% Add +2.9% 44,891 $29.2M
Fiduciary Alliance LLC 1.75% Reduce -49.8% 41,454 $29.0M
Aragon Global Management, LP 20.23% No change 44,580 $29.0M
Constant Guidance Financial LLC 19.99% Reduce -15.2% 44,451 $28.9M
PKS Advisory Services, LLC 6.72% Add +5.8% 44,295 $28.9M
Second Line Capital, LLC 5.46% Add +23.0% 40,114 $28.8M
Boston Family Office LLC 1.91% Reduce -12.8% 44,183 $28.7M
Timmons Wealth Management, LLC 27.16% Add +0.2% 44,069 $28.7M
Ritholtz Wealth Management 0.50% Reduce -76.8% 44,018 $28.6M
Firestone Capital Management 5.93% Reduce -1.3% 43,825 $28.5M
First Business Financial Services, Inc. 2.53% Reduce -0.1% 43,754 $28.5M
ARS Investment Partners, LLC 1.48% Add +1.5% 43,715 $28.4M
Jasper Ridge Partners, L.P. 0.63% No change 43,695 $28.4M
CoreCap Advisors, LLC 0.97% Reduce -17.9% 43,630 $28.4M
Motco 2.62% Reduce -3.2% 43,605 $28.4M
XTX Topco Ltd 0.49% Add +21.2% 43,555 $28.3M
Migdal Insurance & Financial Holdings Ltd. 0.24% Reduce -7.0% 43,414 $28.2M
German American Bancorp, Inc. 2.42% Reduce -1.6% 43,200 $28.1M
Evergreen Capital Management LLC 0.61% Add +1.1% 42,996 $28.0M
Salomon & Ludwin, LLC 2.49% Reduce -0.3% 42,526 $27.9M
Snowden Capital Advisors LLC 0.74% Add +2.0% 42,661 $27.8M
Hancock Whitney Corp. 0.48% Reduce -16.4% 39,821 $27.8M
LFA - Lugano Financial Advisors SA 14.08% Add +9.3% 42,575 $27.7M
Resonant Capital Advisors, LLC 1.45% Add +0.5% 42,423 $27.7M
Titleist Asset Management, LLC 2.07% Add +5.0% 42,215 $27.5M
Hantz Financial Services, Inc. 0.42% Reduce -6.9% 42,107 $27.4M
Greenleaf Trust 0.27% Add +1.4% 42,016 $27.3M
Point72 Asset Management 0.05% New 42,000 $27.3M
Connecticut Wealth Management, LLC 1.14% Add +7.6% 41,980 $27.3M
Norris Financial Group, LLC 8.90% Reduce -34.2% 41,933 $27.3M
Bartlett & Co. Wealth Management LLC 0.35% Reduce -1.3% 37,912 $27.2M
Chilton Investment Co. Inc. 0.64% Add +42.4% 41,774 $27.2M
Truxt Investmentos Ltda. 17.44% — 41,764 $27.2M
Avidian Wealth Enterprises, LLC 0.86% Add +8.5% 41,652 $27.1M
FFT Wealth Management LLC 4.90% Add +0.5% 41,466 $27.0M
Financial Engines Advisors L.L.C. 0.05% Add +0.0% 41,518 $27.0M
Black Maple Capital Management LP 20.72% Add +45.1% 41,484 $27.0M
Three Bridge Wealth Advisors, LLC 7.40% Reduce -1.0% 41,347 $27.0M
Sovereign Financial Group, Inc. 4.69% Reduce -1.2% 41,455 $27.0M
Indiana Trust & Investment Management Co 8.31% Reduce -0.9% 41,367 $26.9M
Sovereign Investment Advisors, LLC 5.69% Add +45.3% 41,197 $26.9M
Nicolet Bankshares Inc. 0.99% Add +105.0% 40,982 $26.7M
Capital Research Global Investors 0.00% Add +62.6% 42,207 $26.7M
Thompson Siegel & Walmsley LLC 0.47% Reduce -2.0% 40,897 $26.6M
Erste Asset Management GmbH 0.25% Reduce -11.8% 41,878 $26.5M
Visualize Group LP 10.91% Add +17.5% 40,751 $26.5M
Advance Capital Management, Inc. 1.00% Reduce -7.6% 40,566 $26.4M
Texas Permanent School Fund Corp. 0.98% Add +12.5% 40,540 $26.4M
Houlihan Financial Resource Group, Ltd. 10.26% Reduce -0.1% 40,500 $26.3M
Gateway Investment Advisers LLC 0.29% Add +6.2% 40,371 $26.3M
Benchmark Financial Wealth Advisors, LLC 7.26% Reduce -13.1% 40,305 $26.2M
Zacks Investment Management 0.21% Reduce -13.3% 40,292 $26.2M
MidFirst Bank 2.17% Add +0.2% 40,280 $26.2M
Rothschild Wealth LLC 2.36% Add +2.8% 41,110 $26.2M
Nepc LLC 0.52% Reduce -3.3% 40,025 $26.0M
Legacy Advisors, LLC 3.06% Add +0.1% 39,924 $26.0M
Diversified Portfolios, Inc. 2.13% Reduce -1.1% 39,851 $25.9M
Westco Advisory Services Inc. 16.60% Reduce -2.3% 39,694 $25.8M
LCM Capital Management Inc 12.94% Reduce -4.8% 39,650 $25.8M
Smith Chas P & Associates Pa Cpas 1.40% Add +10.1% 39,584 $25.7M
George Kaiser Family Foundation 2.92% No change 39,583 $25.7M
Prescott Group Capital Management, L.L.C. 2.57% No change 39,583 $25.7M
Wellspring Financial Advisors, LLC 1.93% Reduce -2.2% 751,234 $25.7M
Raelipskie Partnership 10.79% Add +0.2% 39,199 $25.5M
BigSur Wealth Management LLC 7.14% Reduce -18.8% 39,051 $25.5M
Roble, Belko & Company, Inc 3.24% Reduce -1.8% 39,129 $25.4M
Baltimore-Washington Financial Advisors, Inc. 1.10% Reduce -1.5% 39,108 $25.4M
Guardian Wealth Advisors, LLC 14.60% Add +1.5% 39,052 $25.4M
Focus Financial Network, Inc. 0.91% Reduce -27.8% 38,873 $25.3M
Accurate Wealth Management, LLC 3.04% Add +4.5% 37,191 $25.3M
Palisade Asset Management, LLC 2.54% Reduce -0.1% 38,848 $25.3M
Tull Financial Group, Inc. 11.27% Reduce -1.0% 38,826 $25.2M
CENTRAL TRUST Co 0.50% Add +8.6% 38,708 $25.2M
Blue Edge Capital, LLC 3.34% Add +7.1% 38,696 $25.2M
BLB&B Advisors, LLC 1.04% Reduce -3.4% 38,685 $25.2M
Huntington National Bank 0.19% New 38,654 $25.1M
Integrity Financial Corp 12.48% Add +2.7% 38,476 $25.1M
Corsair Capital Management, L.P. 3.72% No change 38,507 $25.0M
Taylor Securities Services, Inc. 11.64% Add +3.3% 38,337 $24.9M
Provenance Wealth Advisors, LLC 2.64% Reduce -8.8% 38,324 $24.9M
Larson Financial Group LLC 0.80% Add +4.4% 38,280 $24.9M
Eagle Capital Management, LLC 9.80% Reduce -0.6% 38,235 $24.9M
Albion Financial Group 1.60% Add +0.3% 38,092 $24.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.13% Reduce -71.8% 37,931 $24.7M
First Heartland Consultants, Inc. 1.88% Reduce -26.3% 37,815 $24.6M
Signal Advisors Wealth, LLC 1.67% Reduce -5.7% 37,351 $24.3M
KCM Investment Advisors LLC 0.81% Reduce -16.0% 37,275 $24.2M
Texas Capital Bank Wealth Management Services Inc 1.43% Reduce -19.5% 36,973 $24.0M
Spinnaker Trust 1.33% Reduce -0.1% 36,932 $24.0M
Williams Jones Wealth Management, LLC. 0.29% Add +0.8% 36,698 $23.9M
McHugh Group, LLC 14.20% Add +1.9% 36,490 $23.7M
Gryphon Financial Partners LLC 2.48% Reduce -5.2% 36,460 $23.7M
LifeSteps Financial, Inc. 14.95% Add +7.4% 36,235 $23.6M
Strategic Equity Management 8.86% Reduce -2.5% 36,233 $23.6M
Atlas Private Wealth Advisors 5.53% Add +6.6% 36,142 $23.5M
Pallas Capital Advisors LLC 0.88% Reduce -8.6% 36,029 $23.4M
Boyd Watterson Asset Management LLC 7.21% Reduce -1.0% 35,997 $23.4M
First Manhattan Co. Llc. 0.06% Reduce -0.7% 35,872 $23.4M
Condor Capital Management 1.95% Reduce -1.3% 35,928 $23.4M
Aspen Investment Management Inc 7.16% Add +0.8% 35,925 $23.4M
Genesis Wealth Advisors, LLC 15.58% Add +3.9% 35,888 $23.3M
Aristides Capital LLC 7.74% Reduce -1.6% 35,863 $23.3M
Penobscot Investment Management Company, Inc. 1.81% Reduce -10.1% 35,594 $23.1M
Lavelle Capital LP 14.30% Reduce -0.8% 35,429 $23.0M
Fort Washington Investment Advisors Inc. 0.13% Reduce -1.3% 35,377 $23.0M
FCG Investment Co 10.06% — 35,283 $22.9M
Elequin Capital, LP 7.15% Reduce -21.6% 35,279 $22.9M
SHP Wealth Management 1.73% Add +2.9% 35,253 $22.9M
Daymark Wealth Partners, LLC 0.72% Reduce -8.2% 35,197 $22.9M
Landmark Wealth Management, Inc. 8.61% Reduce -14.3% 35,116 $22.8M
Bryn Mawr Trust Advisors, LLC 1.11% Add +49.9% 35,087 $22.8M
Armstrong Advisory Group, Inc. 1.52% Add +0.3% 34,939 $22.7M
Brickley Wealth Management 3.89% No change 34,863 $22.7M
International Assets Investment Management, LLC 1.57% Add +0.2% 34,562 $22.6M
Paragon Financial Partners, Inc. 12.84% Add +0.8% 32,573 $22.6M
Strategic Wealth Investment Group, LLC 2.87% Reduce -1.1% 34,781 $22.6M
Banque de Luxembourg S.A. 11.70% No change 34,768 $22.6M
Peterson Wealth Management 13.06% Add +1.3% 34,639 $22.5M
Pilgrim Partners Asia Pte Ltd 9.49% Reduce -7.1% 34,600 $22.5M
TrueWealth Advisors, LLC 5.66% Add +0.7% 34,591 $22.5M
Fayez Sarofim & Co 0.06% Reduce -67.1% 34,587 $22.5M
Perspective Wealth Advisors LLC 14.59% Add +12.6% 34,583 $22.5M
Cornerstone Capital, Inc. 2.23% Add +1.5% 34,310 $22.3M
Spectrum Strategic Capital Management, LLC 12.00% Add +0.5% 34,285 $22.3M
Henshaw Capital LLC 0.82% No change 34,135 $22.2M
Magnolia Capital Management Ltd. 14.96% Add +10.3% 34,132 $22.2M
Investors Portfolio Services LLC 20.57% Reduce -17.5% 34,013 $22.2M
Earned Wealth Advisors, LLC 1.48% Add +2.3% 34,058 $22.1M
Private Trust Co. NA 1.98% Add +2.3% 33,988 $22.1M
Focus Partners Advisor Solutions, LLC 0.22% Add +6.4% 33,967 $22.1M
Signature Estate & Investment Advisors LLC 0.45% Add +5.8% 33,853 $22.0M
Burke & Herbert Bank & Trust Co. 6.08% Reduce -1.7% 33,820 $22.0M
Trust Co. of Oklahoma 6.41% Reduce -2.8% 33,809 $22.0M
E&G Advisors, LLC 4.89% Add +0.9% 33,808 $22.0M
Segment Wealth Management, LLC 1.29% Reduce -1.1% 33,752 $22.0M
Insight Advisors, LLC/ PA 4.18% Reduce -1.1% 33,739 $21.9M
Sovran Advisors, LLC 1.72% Add +6.0% 30,498 $21.9M
Hummer Financial Advisory Services Inc 15.47% Add +0.9% 33,564 $21.9M
Vise Technologies, Inc. 0.43% No change 31,926 $21.8M
GAMCO Investors 0.21% Reduce -3.3% 33,349 $21.7M
SVB Wealth LLC 1.43% Reduce -7.3% 33,330 $21.7M
Steinberganna Wealth Management 10.41% Add +6.5% 33,316 $21.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% No change 34,266 $21.7M
Royal Capital Wealth Management, LLC 13.43% Add +0.9% 33,178 $21.6M
Tikvah Management LLC 6.67% No change 33,104 $21.5M
Nilsine Partners, LLC 1.68% Reduce -9.9% 30,038 $21.5M
Securian Asset Management, Inc. 0.85% Reduce -4.3% 33,000 $21.5M
TCTC Holdings, LLC 0.61% Add +5.0% 32,996 $21.5M
Koshinski Asset Management, Inc. 1.34% Add +2.7% 32,972 $21.4M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 15.98% Add +6560.7% 29,507 $21.3M
B. Riley Wealth Advisors, Inc. 1.38% Reduce -17.5% 33,692 $21.3M
Aprio Wealth Management, LLC 1.16% Reduce -3.5% 32,710 $21.3M
Ellis Investment Partners, LLC 3.69% Add +4.0% 32,660 $21.2M
Baron Financial Group, LLC 11.45% Add +1.6% 32,652 $21.2M
Clarus Wealth Advisors 9.02% Reduce -1.3% 32,099 $21.2M
Forvis Mazars Wealth Advisors, LLC 0.40% Reduce -2.1% 32,432 $21.1M
Thrive Wealth Management, LLC 3.14% Reduce -1.4% 32,422 $21.1M
Pioneer Trust Bank N A 5.11% Add +0.7% 32,381 $21.1M
WealthBridge Capital Management, LLC 4.84% Reduce -0.7% 32,303 $21.0M
TKG Advisors, LLC 8.68% Reduce -0.1% 32,270 $21.0M
True Freedom Investing, LLC 1.61% Reduce -41.9% 32,242 $21.0M
OpenArc Corporate Advisory, LLC 0.30% Add +5.5% 32,069 $20.9M
Compass Financial Group, Inc. (Ohio) 15.25% Add +1.1% 32,042 $20.8M
Beacon Bridge Wealth Partners, LLC 6.96% Add +1.0% 31,968 $20.8M
Leavell Investment Management, Inc. 0.85% Reduce -0.8% 31,814 $20.7M
Sentinel Trust Co. Lba 2.05% Reduce -1.3% 31,783 $20.7M
Marathon Trading Investment Management LLC 6.19% Reduce -63.4% 31,712 $20.6M
Bienville Capital Management, LLC 3.91% Reduce -1.1% 31,591 $20.6M
Mainsail Financial Group, LLC 8.58% Add +6.8% 31,659 $20.6M
Hardy Reed LLC 1.49% Reduce -0.0% 31,453 $20.5M
Romano Brothers and Company 2.32% Add +0.8% 31,452 $20.5M
Meridian Wealth Advisors, LLC 2.70% Add +0.9% 31,360 $20.4M
Calton & Associates, Inc. 2.93% New 31,340 $20.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 6.78% Reduce -2.2% 28,405 $20.3M
Tempo Wealth, LLC 3.54% Add +10.1% 31,219 $20.3M
J. Safra Sarasin Holding AG 0.35% Add +2.9% 31,402 $20.3M
Humankind Investments LLC 11.58% Reduce -47.3% 31,170 $20.3M
Delta Financial Advisors LLC 5.22% Add +0.5% 30,827 $20.0M
PCG Asset Management, LLC 16.03% Reduce -0.5% 30,741 $20.0M
Wesbanco Bank Inc. 0.56% Add +2.5% 30,811 $20.0M
Solstein Capital, LLC 8.22% Add +0.1% 30,779 $20.0M
Sincerus Advisory, LLC 15.13% Add +0.3% 30,702 $20.0M
Chilton Capital Management LLC 0.70% Reduce -13.7% 30,665 $19.9M
Yelin Lapidot Holdings Management Ltd. 4.15% Reduce -8.3% 30,656 $19.9M
Family Capital Management, Inc. 8.87% Add +16.2% 30,656 $19.9M
Sax Wealth Advisors, LLC 0.97% Reduce -0.3% 29,203 $19.9M
Resolute Advisors LLC 8.23% Add +0.2% 30,529 $19.9M
Annandale Capital, LLC 3.26% Add +33.4% 30,566 $19.9M
Wealth Science Advisors LLC 11.16% No change 29,084 $19.8M
UMB Bank, n.a. 0.28% Reduce -0.9% 30,358 $19.7M
PCG Wealth Advisors, LLC 4.98% Add +4.7% 30,277 $19.7M
Savvy Advisors, Inc. 0.53% Reduce -4.8% 30,234 $19.7M
Plante Moran Financial Advisors, LLC 1.27% Add +5.2% 30,216 $19.7M
West Branch Capital LLC 5.25% Add +0.3% 30,169 $19.6M
Perennial Investment Advisors, LLC 1.57% Add +1.8% 30,165 $19.6M
Brave Asset Management Inc. 4.66% Add +5.2% 30,124 $19.6M
NorthCrest Asset Manangement, LLC 0.61% Reduce -38.9% 29,845 $19.6M
EverSource Wealth Advisors, LLC 0.60% Add +11.1% 30,081 $19.6M
AdvisorNet Financial, Inc 1.01% Add +0.0% 30,063 $19.6M
Miller Value Partners 5.10% New 30,044 $19.5M
Great Lakes Advisors, LLC 0.16% Reduce -12.2% 30,038 $19.5M
Central Pacific Bank - Trust Division 2.59% Reduce -0.8% 29,993 $19.5M
Brandywine Asset Management, Inc. 15.43% Reduce -12.1% 29,900 $19.4M
Legal & General Group Plc 0.00% No change 29,900 $19.4M
Kopp Family Office, LLC 13.37% New 29,889 $19.4M
Global Endowment Management, LP 2.17% Add +3.4% 29,841 $19.4M
Salem Investment Counselors Inc. 0.57% Reduce -0.8% 29,721 $19.4M
Relyea Zuckerberg Hanson LLC 1.95% Reduce -0.1% 29,749 $19.3M
Clark Financial Services Group Inc. 10.67% Reduce -0.7% 29,747 $19.3M
Solidarity Wealth, LLC 3.71% Reduce -4.8% 29,735 $19.3M
Financial & Tax Architects, LLC 4.30% Reduce -2.5% 29,632 $19.3M
Florida Trust Wealth Management Co 0.54% Add +3.5% 29,594 $19.2M
Lowe Brockenbrough & Co. Inc. 0.96% Reduce -1.8% 29,463 $19.2M
YHB Investment Advisors, Inc. 1.37% Reduce -0.9% 29,462 $19.2M
KLCM Advisors, Inc. 1.66% Add +0.7% 29,379 $19.1M
SlateStone Wealth, LLC 1.57% Add +51.2% 29,332 $19.1M
Beacon Investment Advisory Services, Inc. 0.79% Reduce -37.5% 29,330 $19.1M
Arete Wealth Advisors, LLC 1.42% Add +2.8% 29,234 $19.0M
Icon Wealth Advisors, LLC 1.23% Add +4.4% 26,653 $19.0M
Winthrop Advisory Group LLC 1.55% Add +1.8% 29,052 $18.9M
IMA Advisory Services, Inc. 1.85% Add +0.3% 29,105 $18.9M
Edgestream Partners, L.P. 0.62% Reduce -71.5% 28,984 $18.8M
DAVENPORT & Co LLC 0.10% Reduce -18.2% 28,946 $18.8M
Integrity Alliance, Llc. 0.72% Reduce -10.4% 28,933 $18.8M
Anb Bank 7.60% Reduce -0.8% 28,901 $18.8M
Compass Planning Associates Inc 12.00% Reduce -2.5% 28,844 $18.8M
Rothschild Investment LLC 0.98% Add +2.8% 28,821 $18.7M
Mycio Wealth Partners, LLC 3.73% Add +0.2% 28,780 $18.7M
One Capital Management, LLC 0.51% Reduce -2.3% 28,761 $18.7M
Jacksonville Wealth Management, LLC 12.63% Add +11.0% 28,749 $18.7M
Ciovacco Capital Management LLC 10.88% Reduce -28.1% 28,693 $18.7M
Lodestar Private Asset Management LLC 1.84% Add +1.0% 28,676 $18.6M
Sepio Capital, LP 1.01% Add +37.3% 28,674 $18.6M
New England Private Wealth Advisors LLC 2.15% Reduce -3.4% 28,668 $18.6M
Aspire Private Capital, LLC 4.20% Reduce -22.2% 28,580 $18.6M
First National Bank of Mount Dora, Trust Investment Services 4.01% Reduce -17.8% 28,561 $18.6M
Foster & Motley Inc. 0.96% Add +12.6% 28,550 $18.6M
Trifecta Capital Advisors, LLC 2.87% Add +0.8% 28,545 $18.6M
Central Bank & Trust Co. 2.91% Reduce -3.5% 28,479 $18.5M
Invictus Private Wealth, LLC 1.14% Reduce -0.4% 28,431 $18.5M
Dorsal Capital Management, LP 0.73% New 28,370 $18.5M
Traction Financial Partners, LLC 11.36% Add +2.7% 28,366 $18.4M
Smith & Howard Wealth Management, LLC 3.99% Add +91.9% 28,627 $18.4M
Cornerstone Wealth Management, LLC 0.92% Reduce -0.5% 28,351 $18.4M
Principal Securities, Inc. 0.27% Add +17.2% 28,295 $18.4M
Kaizen Financial Strategies 7.80% Reduce -5.6% 26,225 $18.4M
Eagle Capital Management LLC 0.06% Reduce -89.2% 28,285 $18.4M
WCG Wealth Advisors LLC 0.51% Reduce -63.9% 28,280 $18.4M
Palisades Hudson Asset Management, L.P. 7.16% Reduce -1.6% 28,264 $18.4M
Intrepid Financial Planning Group LLC 7.41% Reduce -2.7% 28,237 $18.4M
Unique Wealth, LLC 2.54% Add +13.4% 28,192 $18.3M
Aspect Partners, LLC 7.49% Reduce -38.5% 28,181 $18.3M
HUB Investment Partners, LLC 0.45% Add +15.9% 28,119 $18.3M
Oakworth Capital, Inc. 0.96% Reduce -8.9% 27,961 $18.2M
Moors & Cabot, Inc. 0.78% Reduce -5.9% 27,922 $18.2M
Sandbox Financial Partners, LLC 5.08% Add +8.7% 27,763 $18.1M
Strategic Blueprint, LLC 1.05% Add +1.0% 27,760 $18.1M
CX Institutional 0.55% Reduce -4.8% 27,728 $18.0M
Smithbridge Asset Management Inc. 2.67% Reduce -49.0% 27,669 $18.0M
CenterStar Asset Management, LLC 17.28% Reduce -36.2% 27,543 $17.9M
Stevens Capital Management LP 2.74% New 27,381 $17.8M
Bank Pictet & Cie (Europe) AG 0.38% Add +15.0% 27,358 $17.8M
Patton Fund Management, Inc. 3.01% Add +2.2% 27,293 $17.7M
Wealth Architects, LLC 1.58% Add +1.6% 27,287 $17.7M
Texas Yale Capital Corp. 0.50% Add +1.1% 27,267 $17.7M
BOS Asset Management, LLC 4.54% Add +0.8% 27,226 $17.7M
Mairs & Power Inc. 0.18% Add +0.5% 27,180 $17.7M
Retirement Management Systems Inc. 4.24% Add +10.2% 27,080 $17.6M
Pettinga Financial Advisors LLC 3.31% Reduce -2.7% 27,061 $17.6M
Founders Capital Management, LLC 2.91% Add +0.1% 27,034 $17.6M
Rockbridge Investment Management, LCC 1.58% Add +0.1% 26,956 $17.5M
Saiph Capital, LLC 6.63% Reduce -9.7% 26,947 $17.5M
Howland Capital Management LLC 0.69% Add +0.4% 26,856 $17.5M
Optas, LLC 2.65% No change 26,906 $17.5M
Basso Capital Management, L.P. 10.67% Reduce -1.3% 26,805 $17.4M
Magnus Financial Group LLC 1.42% Add +1.8% 26,793 $17.4M
Hilltop Holdings Inc. 1.58% Reduce -4.9% 26,736 $17.4M
Hexagon Capital Partners LLC 2.54% New 26,710 $17.4M
Biltmore Family Office, LLC 2.43% Add +5.4% 26,620 $17.4M
BTG Pactual Asset Management US LLC 1.71% Reduce -86.5% 26,635 $17.3M
Arista Wealth Management, LLC 2.11% Add +0.1% 26,597 $17.3M
Compound Planning, Inc. 0.53% Add +5.8% 26,572 $17.3M
G&S Capital LLC 6.07% Add +2.9% 26,552 $17.3M
Legacy Wealth Advisors, LLC 8.81% Add +71.6% 26,549 $17.3M
Marco Investment Management LLC 1.30% Add +0.6% 26,516 $17.2M
Laurel Wealth Advisors LLC 1.70% Add +3.2% 23,276 $17.2M
Kemnay Advisory Services Inc. 2.75% Reduce -1.5% 26,286 $17.1M
Stembrook Asset Management, LLC 16.71% Add +1.4% 26,246 $17.1M
Dynamic Advisor Solutions LLC 0.54% Add +0.3% 26,192 $17.0M
Fi3 FINANCIAL ADVISORS, LLC 4.89% Add +1.2% 25,988 $16.9M
Ethos Financial Group, LLC 1.24% Reduce -21.1% 25,879 $16.9M
Aries Wealth Management 3.70% Add +3.3% 25,909 $16.8M
Bell Bank 0.71% Reduce -1.3% 25,907 $16.8M
Halter Ferguson Financial Inc. 3.72% Reduce -2.0% 25,887 $16.8M
Y.D. More Investments Ltd 0.66% Add +3.2% 25,987 $16.8M
Sanders Morris Harris LLC 2.72% Add +4213.5% 25,838 $16.8M
Global Trust Wealth Management LLC 12.68% Reduce -3.2% 25,776 $16.8M
Osborne Partners Capital Management, LLC 0.89% Add +2.5% 25,758 $16.8M
Sachetta, LLC 9.08% Reduce -2.4% 25,755 $16.8M
Bison Wealth, LLC 1.62% Add +1.1% 22,528 $16.7M
Tolleson Wealth Management, Inc. 2.44% Reduce -0.2% 25,649 $16.7M
WestEnd Advisors, LLC 0.40% Reduce -14.2% 25,582 $16.6M
Coastline Trust Co 1.64% Add +2.7% 25,493 $16.6M
OFS Enterprise LLC 4.87% — 25,481 $16.6M
Rockland Trust Co. 0.66% Add +2.8% 25,480 $16.6M
Zhang Financial LLC 0.57% Add +21.4% 25,437 $16.5M
Churchill Financial Advisors, LLC 3.47% Add +17.2% 25,417 $16.5M
Fortis Group Advisors, LLC 2.73% Add +8.9% 23,335 $16.5M
Cacti Asset Management LLC 1.00% No change 25,295 $16.5M
Wealth Enhancement Trust Services, Inc. 1.99% Reduce -0.3% 25,285 $16.4M
Gerber Kawasaki Wealth & Investment Management 0.52% Reduce -0.6% 25,230 $16.4M
Nadler Financial Group, Inc. 1.58% Add +7.1% 25,192 $16.4M
Apriem Advisors 1.56% Reduce -0.7% 25,166 $16.4M
Trek Financial, LLC 0.87% Add +42.8% 25,102 $16.3M
Yanni & Associates Investment Advisors, LLC 16.92% Add +1.8% 25,096 $16.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.24% Reduce -4.9% 25,086 $16.3M
Burling Wealth Partners, LLC 2.63% Add +1.7% 25,042 $16.3M
Brown, Lisle/Cummings, Inc. 4.06% Reduce -2.7% 25,002 $16.3M
Soros Fund Management 0.30% Reduce -82.3% 25,000 $16.3M
Pacific Wealth Strategies Group, Inc. 10.17% Reduce -33.2% 24,996 $16.3M
Ingalls & Snyder LLC 0.58% Reduce -12.8% 24,969 $16.2M
Flagship Private Wealth, LLC 6.58% Reduce -2.9% 24,934 $16.2M
Bouchey Financial Group, Ltd. 1.19% Add +0.0% 23,799 $16.2M
Kintra Wealth, LLC 1.14% Add +334.4% 24,864 $16.2M
Impact Partnership Wealth, LLC 1.99% Reduce -24.8% 24,714 $16.1M
Foster Victor Wealth Advisors, LLC 0.92% Add +100.0% 23,121 $16.1M
Element Squared LLC 9.06% Add +9.8% 24,687 $16.1M
Kennicott Capital Management LLC 8.76% Reduce -9.0% 24,655 $16.0M
Nuveen, LLC 0.00% Reduce -40.3% 24,951 $16.0M
Fiducient Advisors LLC 2.09% Reduce -6.4% 24,583 $16.0M
Gridiron Partners, LLC 9.71% Reduce -6.1% 24,440 $15.9M
Parkside Financial Bank & Trust 1.22% Reduce -2.4% 24,426 $15.9M
J Hagan Capital, Inc. 8.57% Reduce -1.9% 24,425 $15.9M
Tortoise Investment Management, LLC 1.31% Add +2.7% 24,387 $15.9M
Clifford Swan Investment Counsel LLC 0.54% Add +25.6% 24,384 $15.9M
Third View Private Wealth, LLC 2.17% Add +1.6% 24,352 $15.8M
Wealthedge Investment Advisors, LLC 5.79% Add +14.4% 24,239 $15.8M
Pathway Financial Advisors LLC 1.94% Reduce -0.4% 23,967 $15.7M
Moneywise, Inc. 6.86% Reduce -1.1% 24,157 $15.7M
Okabena Investment Services Inc. 3.03% Reduce -4.5% 24,157 $15.7M
Chatham Capital Group, Inc. 2.28% Reduce -1.7% 24,139 $15.7M
AlphaCore Capital LLC 0.37% Reduce -10.4% 23,896 $15.5M
St Germain D J Co. Inc. 0.61% Reduce -2.2% 23,884 $15.5M
Aaron Wealth Advisors LLC 0.90% Reduce -0.2% 23,865 $15.5M
Turtle Creek Wealth Advisors, LLC 1.17% Reduce -0.9% 23,827 $15.5M
Destination Wealth Management 0.40% Add +0.2% 23,789 $15.5M
Highview Capital Management LLC 5.61% Add +0.3% 23,749 $15.4M
LaSalle St. Investment Advisors, LLC 2.17% Reduce -0.1% 23,741 $15.4M
Howard Financial Services, LTD. 1.74% Reduce -3.4% 23,719 $15.4M
Foguth Wealth Management, LLC. 1.79% Reduce -45.0% 20,332 $15.4M
NewSquare Capital LLC 1.34% Add +3.4% 23,617 $15.4M
Accredited Investors Inc. 0.83% Reduce -7.2% 23,577 $15.3M
Badgley Phelps Wealth Managers, LLC 0.31% Reduce -21.3% 23,521 $15.3M
Stelac Advisory Services LLC 3.09% Add +4.3% 23,456 $15.3M
Guardian Wealth Advisors, LLC / NC 0.97% Add +0.6% 23,491 $15.3M
Opulen Financial Group LLC 10.75% Add +0.5% 23,488 $15.3M
Sunbelt Securities, Inc. 0.96% Add +0.8% 23,457 $15.3M
Pinnacle Family Advisors, LLC 7.17% Add +6.9% 23,456 $15.3M
StoneX Group Inc. 0.82% Reduce -44.7% 23,436 $15.2M
Neumann Capital Management, LLC 4.48% Reduce -8.7% 23,409 $15.2M
West Paces Advisors Inc. 2.95% Reduce -0.5% 23,382 $15.2M
Quattro Financial Advisors LLC 4.57% Add +5480.3% 23,214 $15.1M
Tandem Wealth Advisors LLC 6.73% Reduce -66.8% 23,199 $15.1M
Wedmont Private Capital 0.49% Add +6.0% 22,292 $15.1M
Coral Wealth Management, LLC 16.83% — 23,147 $15.1M
Certuity, LLC 0.99% Reduce -9.0% 23,130 $15.0M
Fulton Breakefield Broenniman LLC 0.98% Reduce -1.0% 22,996 $15.0M
Torrey-Payne Wealth Management, LLC 13.67% Reduce -0.8% 22,920 $14.9M
Hopwood Financial Services, Inc. 10.03% Reduce -1.1% 22,878 $14.9M
Berger Financial Group, Inc 0.83% Reduce -5.5% 22,810 $14.8M
EFG International AG 0.32% Reduce -10.5% 22,796 $14.8M
American Asset Management Inc. 12.83% Add +1.4% 22,728 $14.8M
SouthState Bank Corp 0.69% Reduce -10.3% 22,689 $14.8M
GEM Asset Management, LLC 6.49% Reduce -3.4% 22,601 $14.7M
Cambridge Associates LLC /Ma/ 0.23% Add +59.8% 22,542 $14.7M
Moneco Advisors, LLC 1.14% Add +2.1% 22,536 $14.7M
Pinebridge Investments LLC 0.12% Add +27.1% 22,528 $14.7M
LuminArx Capital Management LP 15.20% New 22,500 $14.6M
Global Financial Private Client, LLC 4.79% Add +1.3% 22,488 $14.6M
Paladin Partners, LLC 10.50% Add +0.3% 22,384 $14.6M
Chicago Capital, LLC 0.39% Reduce -0.9% 22,361 $14.5M
Agf Management Ltd. 0.07% Reduce -0.4% 22,347 $14.5M
Morton Brown Family Wealth, LLC 3.82% Add +1.5% 22,216 $14.4M
HBK Sorce Advisory LLC 0.29% Add +4.1% 19,565 $14.4M
Hickory Point Bank & Trust 9.49% Add +0.2% 22,111 $14.4M
Betterment LLC 0.03% Add +13.8% 22,080 $14.4M
Level Four Advisory Services, LLC 0.47% Reduce -6.0% 22,077 $14.4M
Ferguson Wellman Capital Management, Inc. 0.20% Add +1.8% 22,043 $14.3M
Factor Wealth Management LTD 2.70% Reduce -8.3% 22,037 $14.3M
SBI Securities Co., Ltd. 0.39% Add +2.1% 22,020 $14.3M
Stordahl Capital Management, Inc. 2.94% Reduce -0.9% 21,960 $14.3M
GeoWealth Management, LLC 0.51% Reduce -5.5% 21,941 $14.3M
Cedrus Wealth Group LLC 15.88% Add +459.2% 21,936 $14.3M
PFG Advisors 0.69% Reduce -18.1% 21,923 $14.3M
Navis Wealth Advisors, LLC 7.27% Reduce -0.1% 21,905 $14.2M
LWM Advisory Services, LLC 15.19% Reduce -51.6% 21,873 $14.2M
Sunflower Bank, N.A. 3.61% Add +1.7% 21,810 $14.2M
Private Advisory Group LLC 0.99% Add +13.7% 21,803 $14.2M
PFC Capital Group, Inc. 6.25% Reduce -4.6% 21,794 $14.2M
Evelyn Partners Investment Management (Europe) Ltd 4.87% Reduce -1.7% 21,762 $14.2M
Allen Mooney & Barnes Investment Advisors LLC 2.04% Add +1.7% 21,761 $14.2M
L2 Asset Management, LLC 1.35% Add +35990.1% 336,721 $14.2M
Obermeyer Wealth Partners 0.65% Add +4.4% 21,756 $14.1M
Grove Bank & Trust 1.60% Reduce -2.5% 21,751 $14.1M
Safe Harbor Fiduciary, LLC 13.46% Add +4.0% 21,735 $14.1M
Flatrock Wealth Partners LLC 6.36% Add +3.2% 21,666 $14.1M
CRA Financial Services, LLC 1.83% Add +3.6% 21,679 $14.1M
CWA Asset Management Group, LLC 0.48% Add +4.5% 21,665 $14.1M
Empower Advisory Group, LLC 0.04% Reduce -10.3% 21,575 $14.0M
Grandview Asset Management LLC 4.10% Reduce -9.6% 21,564 $14.0M
MMBG Investment Advisors Co. 1.29% Reduce -4.2% 21,454 $14.0M
Cypress Capital Group 1.57% Reduce -0.5% 21,465 $14.0M
Schnieders Capital Management, Llc. 2.23% Add +1.4% 21,434 $13.9M
Cyndeo Wealth Partners, LLC 0.73% Reduce -2.7% 21,433 $13.9M
Claro Advisors Inc. 1.68% Reduce -3.6% 21,427 $13.9M
Patten & Patten Inc. 0.84% Add +1.0% 21,423 $13.9M
Capital Advisors Wealth Management, LLC 1.87% Add +3.0% 21,392 $13.9M
RIA Advisory Group LLC 3.40% Add +21.8% 21,374 $13.9M
Transcend Capital Advisors, LLC 1.12% Reduce -1.7% 21,366 $13.9M
AGH Wealth Advisors, LLC 10.22% Reduce -9.9% 21,343 $13.9M
Harbour Trust & Investment Management Co 1.47% Reduce -2.6% 21,321 $13.9M
Patriot Investment Management Group, Inc. 0.88% Add +0.0% 21,251 $13.8M
Comprehensive Financial Management LLC 0.46% No change 21,142 $13.7M
SimpliFi, Inc. 5.77% Add +0.9% 21,137 $13.7M
BlueChip Wealth Advisors LLC 6.03% Add +2.9% 21,134 $13.7M
Advisors Capital Management, LLC 0.16% Reduce -71.0% 20,997 $13.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.38% Add +0.8% 20,922 $13.6M
Strategic Wealth Partners, Ltd. 0.94% Reduce -0.1% 20,908 $13.6M
Vertex Planning Partners, LLC 2.63% Reduce -20.7% 20,813 $13.5M
Sfmg, LLC 0.93% Add +1.1% 20,798 $13.5M
Evanson Asset Management, LLC 0.73% Reduce -3.5% 20,775 $13.5M
Manning & Napier Advisors LLC 0.19% Reduce -11.4% 20,735 $13.5M
Conscious Wealth Investments, LLC 7.49% Reduce -5.8% 19,201 $13.4M
Marquette Associates, Inc. 14.58% Add +1.1% 20,605 $13.4M
Napier Financial, LLC 3.07% Reduce -0.6% 20,594 $13.4M
Clear Wave Wealth Management LLC 3.39% — 20,538 $13.4M
Foresight Capital Management Advisors, Inc. 7.40% Add +2.0% 20,457 $13.3M
Nvest Financial, LLC 4.95% Add +23.9% 20,450 $13.3M
Catalyst Financial Partners LLC 1.57% Reduce -24.6% 20,422 $13.3M
First Trust Advisors LP 0.01% Add +6.1% 20,368 $13.2M
Equitable Trust Co. 0.61% Reduce -3.4% 20,318 $13.2M
Tulsa Wealth Advisors, INC 2.32% New 20,312 $13.2M
Morangie Management LLC 12.13% Reduce -1.9% 20,201 $13.2M
Ami Investment Management Inc. 2.96% Reduce -0.3% 20,253 $13.2M
X-Square Capital, LLC 4.42% Add +15.8% 20,190 $13.1M
JFS Wealth Advisors, LLC 0.73% Add +0.3% 20,181 $13.1M
Berman McAleer LLC 1.79% Add +0.0% 20,167 $13.1M
Sound View Wealth Advisors Group, LLC 0.89% Reduce -0.4% 20,153 $13.1M
VectorGlobal IAG, Inc. 3.40% — 20,107 $13.1M
Oxinas Partners, LLC 5.97% Add +25.3% 20,091 $13.1M
Appleton Partners Inc. 0.91% Reduce -2.1% 20,070 $13.1M
Ancora Advisors LLC 0.28% Reduce -0.0% 20,051 $13.0M
Financial Guidance Group, Inc. 5.23% Add +0.9% 20,010 $13.0M
Q Global Advisors, LLC 12.66% Add +36.4% 20,000 $13.0M
Midwestern Financial, LLC 10.21% Add +18.6% 19,960 $13.0M
Bensler, LLC 1.34% Reduce -1.0% 19,953 $13.0M
Schrum Private Wealth Management LLC 9.89% Reduce -1.1% 19,936 $13.0M
Trust Point Inc. 1.12% Add +0.7% 19,887 $12.9M
Nisa Investment Advisors, LLC 0.05% No change 19,832 $12.9M
Virtus Wealth Solutions LLC 2.46% Reduce -27.1% 19,853 $12.9M
TFO Wealth Partners, LLC 1.75% Add +0.7% 19,770 $12.9M
Russell Investments Group, Ltd. 0.01% Add +8.9% 19,760 $12.9M
Quintet Private Bank (Europe) S.A. 0.86% Reduce -11.2% 19,739 $12.8M
Quadcap Wealth Management, LLC 1.46% Add +2.1% 19,692 $12.8M
Van Hulzen Asset Management, LLC 0.95% Add +4.7% 19,678 $12.8M
Tsfg, LLC 1.94% Add +1.1% 19,625 $12.8M
J.Safra Asset Management Corp 0.69% Reduce -73.0% 19,619 $12.8M
Montecito Bank & Trust 2.10% Reduce -0.3% 19,613 $12.8M
Boxwood Ventures, Inc. 13.52% Reduce -0.0% 19,549 $12.7M
Northside Capital Management, LLC 1.12% Add +0.0% 19,561 $12.7M
Luken Investment Analytics, LLC 4.85% Reduce -3.2% 19,496 $12.7M
Bedel Financial Consulting, Inc. 1.45% Add +1.4% 19,331 $12.6M
Ullmann Wealth Partners Group, LLC 1.30% Reduce -10.7% 19,205 $12.5M
CDM Financial Counseling Services, Inc. 11.93% Reduce -1.3% 19,176 $12.5M
Empirical Asset Management, LLC 3.29% Reduce -16.1% 19,140 $12.4M
Sequent Asset Management, LLC 5.95% Reduce -3.9% 19,125 $12.4M
Bricktown Capital, LLC 2.45% Reduce -4.5% 19,100 $12.4M
Nixon Peabody Trust Co. 0.99% Add +8.3% 19,093 $12.4M
McLean Asset Management Corp 2.16% Reduce -0.0% 19,024 $12.4M
First Citizens Bank & Trust Co. 0.26% Add +4.1% 19,010 $12.4M
Union Savings Bank 5.42% Reduce -0.6% 19,002 $12.4M
ALM First Financial Advisors, LLC 2.22% Add +540.0% 19,001 $12.4M
AAFMAA Wealth Management & Trust LLC 4.79% Reduce -15.6% 18,990 $12.3M
Sage Mountain Advisors LLC 0.86% Add +0.7% 18,983 $12.3M
Nwam LLC 0.71% Add +9.6% 18,971 $12.3M
Silver Oak Securities, Incorporated 0.90% Add +21.2% 18,930 $12.3M
Compass Ion Advisors, LLC 1.17% Add +3.9% 18,904 $12.3M
MidAtlantic Capital Management, Inc. 8.48% Add +0.4% 18,901 $12.3M
Baker Avenue Asset Management, LP 0.28% Reduce -1.1% 18,881 $12.3M
Lansing Street Advisors 3.10% Reduce -3.4% 18,825 $12.3M
Lyell Wealth Management, LP 0.90% Add +16.9% 18,829 $12.2M
RB Capital Management, LLC 2.71% Add +15.9% 18,816 $12.2M
Advisory Alpha, LLC 0.33% Reduce -7.3% 18,796 $12.2M
Strategic Family Wealth Counselors, L.L.C. 3.21% Reduce -0.1% 18,783 $12.2M
Flagship Wealth Advisors, LLC 5.25% Reduce -15.7% 19,762 $12.2M
Schroder Investment Management Group 0.01% Add +19.7% 19,291 $12.2M
Brooklyn Investment Group 0.38% Add +23.6% 18,673 $12.1M
Johnson Financial Group, LLC 0.81% Reduce -13.4% 18,671 $12.1M
Intrust Bank NA 0.99% Reduce -10.8% 18,628 $12.1M
Raleigh Capital Management Inc. 4.18% Reduce -14.7% 18,624 $12.1M
Iams Wealth Management, LLC 4.22% Reduce -1.2% 18,597 $12.1M
Symphony Financial, Ltd. Co. 1.60% Reduce -20.8% 18,656 $12.1M
Bigelow Investment Advisors, LLC 4.83% Add +2.6% 18,539 $12.1M
Mayflower Financial Advisors, LLC 1.46% Reduce -3.6% 18,504 $12.0M
First Merchants Corp. 0.46% Reduce -1.4% 18,490 $12.0M
Compass Capital Corp. /Ma/ 4.30% Reduce -5.9% 16,416 $12.0M
Oxler Private Wealth LLC 3.76% Reduce -0.6% 18,467 $12.0M
Vista Investment Partners LLC 3.18% Add +0.2% 18,457 $12.0M
Balboa Wealth Partners 2.02% Reduce -11.0% 18,451 $12.0M
Vident Advisory, LLC 0.10% Reduce -23.5% 18,436 $12.0M
Measured Wealth Private Client Group, LLC 3.27% Reduce -7.9% 18,418 $12.0M
TCP Asset Management, LLC 1.54% Add +2806.0% 18,395 $12.0M
Mather Group, Llc. 0.12% Add +2.9% 18,364 $11.9M
Advisor OS, LLC 0.86% Add +19.9% 18,335 $11.9M
Eagle Strategies LLC 1.42% Reduce -0.9% 18,322 $11.9M
Lee, Kelleher & Klein Wealth Management 7.07% Reduce -0.6% 18,271 $11.9M
Paulson Wealth Management Inc. 2.78% Reduce -0.0% 18,261 $11.9M
Plancorp, LLC 0.34% Add +2.1% 17,402 $11.8M
LSP Investment Advisors, LLC 8.58% No change 18,164 $11.8M
Capital Markets Trading UK LLP 10.62% Add +1194.6% 18,163 $11.8M
Wealth Dimensions Group, Ltd. 2.32% Reduce -0.0% 18,147 $11.8M
Orange Investment Advisors, Inc. 1.52% Reduce -4.2% 18,043 $11.7M
Monetta Financial Services Inc. 9.08% Reduce -5.3% 18,000 $11.7M
Second Half Financial Partners, LLC 5.26% Add +1.6% 17,966 $11.7M
Voisard Asset Management Group, Inc. 2.49% Reduce -1.8% 17,944 $11.7M
LMG Wealth Partners, LLC 2.12% Add +0.0% 17,914 $11.7M
Hillcrest Wealth Advisors - NY, LLC 4.72% Reduce -2.5% 17,908 $11.6M
First International Bank of Israel Ltd. 3.42% Add +4.6% 17,884 $11.6M
Shared Vision Wealth Group LLC 4.74% Add +31.5% 17,870 $11.6M
LVM Capital Management Ltd. 1.09% Reduce -7.1% 17,823 $11.6M
Zevin Asset Management LLC 1.60% Add +2.2% 17,812 $11.6M
Correct Capital Wealth Management 2.16% Reduce -71.3% 17,787 $11.6M
Canopy Partners, LLC 3.97% No change 17,781 $11.6M
Gambit Capital Management, LLC 8.24% Reduce -2.5% 17,679 $11.5M
Sage Capital Advisors,llc 2.66% Add +0.1% 17,637 $11.5M
South Shore Capital Advisors 8.35% Reduce -0.1% 17,562 $11.4M
Moody LYNN Lieberson & Walker, LLC 0.64% Reduce -13.8% 17,548 $11.4M
NORTHSTAR ASSET MANAGEMENT Co 2.56% Reduce -0.8% 17,538 $11.4M
Principle Wealth Partners LLC 0.65% Reduce -5.2% 17,513 $11.4M
Tandem Financial, LLC 3.85% Add +118.9% 17,460 $11.4M
RMR Wealth Builders 0.90% Reduce -0.5% 17,486 $11.4M
CFM Wealth Partners LLC 1.70% Add +2.8% 17,444 $11.3M
KG Capital Management 8.06% Reduce -11.5% 17,292 $11.2M
Balefire, LLC 2.12% Reduce -4.3% 17,283 $11.2M
Codex Capital Asset Management L.L.C. 4.34% No change 17,270 $11.2M
CCG Wealth Management, LLC 3.04% Add +141.2% 17,187 $11.2M
Hourglass Capital, LLC 2.32% Add +1644.3% 17,164 $11.2M
Heritage Wealth Advisors 0.44% Reduce -5.2% 17,162 $11.2M
Lynch Investment Planning, LLC 10.00% Add +6.7% 17,071 $11.1M
Bridgelight Financial Advisors, Inc. 9.43% Add +0.4% 17,110 $11.1M
Wernau Asset Management Inc. 11.57% Add +0.9% 17,108 $11.1M
Berkshire Asset Management LLC 0.48% Reduce -1.8% 17,072 $11.1M
Cornell Pochily Investment Advisors, Inc. 3.25% Reduce -2.0% 17,036 $11.1M
Weil Company, Inc. 2.49% Reduce -2.2% 17,022 $11.1M
First Eagle Investment Management, LLC 0.02% New 17,000 $11.1M
Cypress Wealth Services, LLC 1.56% Reduce -5.0% 16,961 $11.0M
Debussy Capital Management LP 1.52% Reduce -1.9% 16,945 $11.0M
Caerus Investment Advisors, LLC 4.65% Reduce -3.3% 16,919 $11.0M
Douglass Winthrop Advisors, LLC 0.20% Reduce -19.8% 16,907 $11.0M
Frazier Financial Advisors, LLC 6.08% Add +1.7% 16,881 $11.0M
Northern Financial Advisors Inc 8.00% Add +55.2% 16,867 $11.0M
E Fund Management (Hong Kong) Co., Ltd. 4.98% Add +3.9% 16,827 $10.9M
E Fund Management Co., Ltd. 0.33% — 16,827 $10.9M
Exencial Wealth Advisors, LLC 0.34% Reduce -14.5% 16,786 $10.9M
Jupiter Wealth Management LLC 4.31% Add +2.9% 14,702 $10.9M
Krilogy Financial LLC 0.35% Reduce -0.3% 15,553 $10.9M
Mission Creek Capital Partners, Inc. 2.18% Reduce -2.4% 16,772 $10.9M
Strategic Wealth Advisors LLC 8.74% Reduce -0.7% 16,758 $10.9M
Perbak Capital Partners LLP 2.68% Reduce -75.3% 16,753 $10.9M
SpringVest Wealth Management LLC 7.44% Reduce -1.8% 16,744 $10.9M
Sharkey, Howes & Javer 1.46% Reduce -30.8% 16,675 $10.8M
Old North State Trust, LLC 6.44% Add +0.3% 16,665 $10.8M
Fisher Asset Management 0.00% Reduce -4.0% 16,646 $10.8M
Cannell & Spears LLC 0.21% Reduce -1.8% 16,629 $10.8M
Coastal Bridge Advisors, LLC 0.77% Add +4.7% 16,604 $10.8M
Ameritas Investment Partners, Inc. 0.33% Reduce -12.9% 16,598 $10.8M
Lewis Asset Management, LLC 4.39% Add +0.6% 16,516 $10.7M
Peddock Capital Advisors, LLC 2.36% Reduce -0.3% 16,486 $10.7M
Godsey & Gibb, Inc. 0.93% Reduce -1.4% 16,444 $10.7M
FAS Wealth Partners, Inc. 0.67% Add +6.8% 16,425 $10.7M
State of Alaska, Department of Revenue 0.12% Reduce -0.8% 16,405 $10.7M
Legacy Edge Advisors, LLC 1.12% Reduce -4.9% 16,399 $10.7M
Ehrenkranz Partners L.P. 8.43% Add +64.2% 16,383 $10.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.31% Reduce -2.0% 16,382 $10.7M
Planning Alternatives Ltd. 1.37% Reduce -0.1% 16,365 $10.6M
Peak Asset Management, LLC 1.87% Reduce -1.4% 16,306 $10.6M
Northeast Financial Group, Inc. 2.81% Reduce -24.8% 16,234 $10.6M
Mount Capital Ltd 4.25% No change 16,200 $10.5M
Pittenger & Anderson Inc. 0.42% Add +0.1% 16,178 $10.5M
Farringdon Capital, Ltd. 2.30% New 16,157 $10.5M
Panagora Asset Management Inc. 0.04% Add +34.7% 16,157 $10.5M
Greenwood Gearhart LLC 0.57% Add +3.3% 16,119 $10.5M
Courier Capital LLC 0.58% Add +0.7% 16,080 $10.5M
Exchange Traded Concepts, LLC 0.08% Add +38097.6% 16,043 $10.4M
Destiny Wealth Partners, LLC 1.14% Add +46.5% 16,040 $10.4M
Keystone Wealth Services, LLC 2.23% Reduce -0.7% 16,010 $10.4M
Norden Group LLC 1.00% Add +1.3% 15,999 $10.4M
Performance Wealth Partners, LLC 0.30% Reduce -0.6% 15,988 $10.4M
Keating Financial Advisory Services, Inc. 1.68% Add +5.3% 15,955 $10.4M
Next Level Private LLC 2.34% Add +1.6% 15,953 $10.4M
Sigma Investment Counselors Inc. 0.55% Reduce -1.0% 15,931 $10.4M
CGN Advisors LLC 0.82% No change 15,922 $10.4M
Financial Concepts Unlimited, Inc. 9.28% — 15,921 $10.4M
Accent Capital Management, LLC 5.01% Reduce -3.2% 15,869 $10.3M
Money Concepts Capital Corp. 0.57% Add +27.1% 15,881 $10.3M
Rational Advisors, Inc. 1.12% Add +47.6% 15,878 $10.3M
Waterloo Capital, L.P. 0.72% Reduce -4.5% 15,829 $10.3M
CMG Global Holdings, LLC 4.89% Reduce -0.3% 15,793 $10.3M
Triumph Capital Management 2.11% Reduce -1.2% 15,713 $10.2M
Valmark Advisers, Inc. 0.12% Add +5.8% 15,753 $10.2M
Forum Financial Management, LP 0.14% Reduce -5.2% 15,743 $10.2M
Goelzer Investment Management, Inc. 0.49% Add +14.1% 15,670 $10.2M
Abound Wealth Management 2.31% Reduce -0.5% 15,662 $10.2M
Equity Wealth Partners, LLC 6.57% Reduce -4.0% 15,626 $10.2M
First Foundation Advisors 0.41% Reduce -2.6% 15,620 $10.2M
Blueprint Investment Partners LLC 1.03% Add +20.7% 15,573 $10.1M
Banque Cantonale Vaudoise 0.38% Reduce -29.0% 15,547 $10.1M
St. Johns Investment Management Company, LLC 4.23% Reduce -0.7% 15,473 $10.1M
Summit Wealth Partners, LLC 1.59% Add +31.7% 15,439 $10.0M
Tactive Advisors, LLC 2.83% Reduce -1.2% 15,435 $10.0M
Venturi Wealth Management, LLC 0.45% Add +0.6% 15,434 $10.0M
Midwest Financial Network, LLC 7.97% Add +126.0% 15,420 $10.0M
TCI Wealth Advisors, Inc. 0.53% Add +1.7% 15,361 $10.0M
ASL Financial, LLC 7.98% Reduce -5.6% 15,357 $10.0M
Ackerman Asset Management, LLC 6.97% No change 15,349 $10.0M
Pasadena Private Wealth, LLC 1.38% Add +1.2% 15,262 $9.9M
Verity Asset Management, Inc. 4.15% Reduce -33.8% 15,210 $9.9M
Triad Wealth Partners, LLC 0.78% Add +17.4% 15,201 $9.9M
Darrow Company, Inc. 4.44% Add +46.3% 15,173 $9.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.21% Reduce -1.6% 15,170 $9.9M
Diversified Enterprises, LLC 0.54% Reduce -11.0% 15,161 $9.9M
Ascent Wealth Partners, LLC 1.14% Reduce -23.4% 15,135 $9.8M
Community Bank, N.A. 1.17% Reduce -2.4% 15,122 $9.8M
Roundview Capital LLC 0.61% Reduce -2.1% 15,114 $9.8M
Benjamin Joseph Floyd Dba Floyd Capital Management 100.00% Reduce -80.0% 15,090 $9.8M
Atlas Legacy Advisors, LLC 1.79% Add +58.3% 15,082 $9.8M
Global Strategic Investment Solutions, LLC 0.96% Reduce -0.1% 15,051 $9.8M
Warwick Investment Management, Inc. 1.42% Add +1.9% 15,033 $9.8M
Global Trust Asset Management, LLC 3.74% Add +0.9% 15,021 $9.8M
Cordant, Inc. 3.96% Reduce -12.7% 15,017 $9.8M
International Private Wealth Advisors LLC 5.97% Reduce -9.3% 15,017 $9.8M
Paragon Associates & Paragon Associates II Joint Venture 13.26% New 15,000 $9.8M
Spruce Point Capital Management, LLC 13.04% Add +17.2% 15,000 $9.8M
Wilmar Advisors LLC 8.43% No change 15,000 $9.8M
Brigade Capital Management, LP 12.14% New 15,000 $9.8M
Seeds Investor LLC 1.33% Reduce -17.5% 14,034 $9.7M
Estate Planners Group, LLC 4.68% Reduce -1.4% 14,978 $9.7M
Seaview Investment Managers LLC 3.50% Reduce -7.5% 14,939 $9.7M
Hansen & Associates Financial Group, Inc. 5.22% Reduce -46.0% 1,479 $9.7M
Voya Investment Management LLC 0.01% Reduce -9.6% 14,904 $9.7M
GenWealth Group, Inc. 1.65% Reduce -0.5% 14,852 $9.7M
New Wave Wealth Advisors LLC 3.38% Add +3.5% 14,800 $9.7M
SeaCrest Wealth Management, LLC 1.03% Reduce -3.7% 14,822 $9.6M
Wealth Alliance, LLC 0.95% Reduce -6.0% 14,819 $9.6M
Main Street Financial Solutions, LLC 0.70% Reduce -9.2% 14,814 $9.6M
Palladiem, LLC 9.17% Reduce -0.6% 14,131 $9.6M
XY Planning Network, Inc. 1.53% Add +0.3% 14,653 $9.6M
Hoxton Planning & Management, LLC 2.88% Add +4.7% 14,760 $9.6M
Nelson Capital Management, LLC 1.17% Reduce -1.9% 14,760 $9.6M
Wealth High Governance Asset Management Ltda. 1.50% Add +0.6% 14,747 $9.6M
Industrial Alliance Investment Management Inc. 5.73% Reduce -31.3% 14,737 $9.6M
Bolthouse Investments, LLC 8.65% Add +3.5% 14,707 $9.6M
Assetmark, Inc. 0.02% Reduce -7.8% 14,684 $9.5M
Invesco Ltd. 0.00% Add +16.3% 14,674 $9.5M
Plum Street Advisors, LLC 3.29% Add +1.1% 14,593 $9.5M
Pacific Financial Group Inc. 5.09% Reduce -6.3% 14,505 $9.4M
First American Bank 0.59% Reduce -2.2% 14,528 $9.4M
Quadrant Private Wealth Management, LLC 1.45% Add +8.1% 14,404 $9.4M
Beacon Advisors Holdings, LLC 5.02% Reduce -1.8% 14,440 $9.4M
Etesian Wealth Advisors, Inc. 2.99% Add +1.2% 14,432 $9.4M
Endeavor Private Wealth, Inc. 2.69% Add +6.5% 14,397 $9.4M
Formulate Financial LLC 11.56% Add +2.4% 14,396 $9.4M
Avantax Planning Partners, Inc. 0.26% Reduce -3.6% 14,389 $9.4M
Cambria Investment Management, L.P. 0.52% Reduce -25.8% 14,372 $9.3M
Pinnacle Financial Group, LLC / IL 2.55% Add +1.6% 14,329 $9.3M
Polymer Capital Management (HK) LTD 1.31% Add +32.3% 14,329 $9.3M
Gainplan LLC 6.96% Reduce -90.4% 14,264 $9.3M
Van Cleef Asset Management,Inc 1.00% Reduce -2.9% 14,246 $9.3M
Vision Financial Markets LLC 9.03% Add +1.0% 14,225 $9.3M
Bedminster, LLC 8.59% Reduce -2.8% 14,193 $9.2M
Towercrest Capital Management 1.44% Reduce -4.2% 14,179 $9.2M
Columbia Asset Management 1.75% Add +2.0% 14,166 $9.2M
Roman Butler Fullerton & Co. 2.53% Reduce -3.4% 13,582 $9.2M
Citizens Business Bank 1.50% Reduce -4.7% 14,088 $9.2M
Hedeker Wealth, LLC 1.93% Reduce -5.5% 14,088 $9.2M
Verus Capital Partners, LLC 0.63% Reduce -18.2% 14,088 $9.2M
Legacy Capital Wealth Partners, LLC 1.88% Add +11.7% 73,593 $9.1M
Aspen Wealth Management LLC 1.82% Add +0.1% 14,035 $9.1M
Legacy Trust 1.74% Reduce -0.3% 13,992 $9.1M
Waddell & Associates, LLC 0.51% Add +0.0% 13,922 $9.1M
Bfsg, LLC 0.86% Reduce -4.3% 13,874 $9.0M
Rehmann Capital Advisory Group 0.47% Reduce -3.6% 13,855 $9.0M
JTC Employer Solutions Trustee Ltd 0.75% No change 13,834 $9.0M
McLaughlin Asset Management, Inc. 8.59% Reduce -2.1% 13,816 $9.0M
Channel Wealth LLC 2.17% Add +5.9% 13,785 $9.0M
Cannon Advisors, Inc. 6.63% Add +1.4% 13,741 $8.9M
Capital Investment Advisory Services, LLC 0.65% Reduce -0.5% 13,741 $8.9M
waypoint wealth counsel 4.62% Reduce -18.1% 13,735 $8.9M
Breakthru Advisory Services, LLC 14.29% Reduce -0.0% 13,707 $8.9M
MassMutual Private Wealth & Trust, FSB 0.24% Reduce -63.1% 13,687 $8.9M
Private Client Services, LLC 2.66% Reduce -18.9% 13,680 $8.9M
Blueprint Financial Advisors LLC 1.32% Add +26.8% 13,678 $8.9M
NLB Skladi, upravljanje premozenja, d.o.o. 0.43% Add +26.9% 13,676 $8.9M
Washington Capital Management, Inc. 7.53% No change 13,671 $8.9M
Frisco Financial Planning LLC 7.31% Add +4.1% 13,628 $8.9M
First Washington CORP 2.50% No change 13,576 $8.8M
Audent Global Asset Management, LLC 8.81% Reduce -41.1% 13,536 $8.8M
Zurich Insurance Group Ltd 0.07% Reduce -17.1% 13,530 $8.8M
Millington Financial Advisors, LLC 3.70% Reduce -0.1% 12,275 $8.8M
Canandaigua National Trust Co of Florida 7.03% Reduce -13.6% 13,462 $8.8M
Phillips Financial Management, LLC 0.63% Reduce -3.7% 13,442 $8.7M
Cozad Asset Management Inc. 0.69% Add +0.6% 13,435 $8.7M
Cypress Capital, LLC 2.48% Reduce -49.1% 13,392 $8.7M
NBT Bank, N.A. 0.57% Add +0.3% 13,390 $8.7M
Westmount Partners, LLC 2.14% Reduce -2.7% 13,375 $8.7M
Hartree Partners, LP 1.89% New 13,360 $8.7M
Kesler, Norman & Wride, LLC 1.50% Reduce -28.3% 13,351 $8.7M
Macroview Investment Management LLC 6.04% Add +5.4% 13,298 $8.6M
Michels Family Financial, LLC 6.23% Add +2.3% 13,279 $8.6M
Herbst Group, LLC 5.32% Add +12.3% 13,244 $8.6M
Glassman Wealth Services 1.17% Add +3.9% 13,235 $8.6M
Intrua Financial, LLC 0.92% Reduce -16.9% 13,181 $8.6M
Boston Partners 0.01% Add +2.8% 13,638 $8.5M
Carret Asset Management, LLC 0.83% Add +2.1% 13,112 $8.5M
WBH Advisory Inc. 0.64% Add +0.1% 12,963 $8.5M
Certified Advisory Corp 0.76% Reduce -2.2% 13,041 $8.5M
Harvey Partners, LLC 0.69% New 13,000 $8.5M
Blue Trust, Inc. 0.10% Reduce -14.3% 12,990 $8.4M
Laurel Oak Wealth Management, LLC 1.42% Reduce -2.8% 12,962 $8.4M
IRON Financial LLC 3.68% Reduce -5.7% 12,952 $8.4M
Ruggiero Investments, Inc. 8.12% Add +22.3% 12,918 $8.4M
ZWJ Investment Counsel Inc. 0.30% Add +23.7% 12,916 $8.4M
Montis Financial, LLC 1.74% Reduce -6.5% 12,911 $8.4M
First City Capital Management, Inc. 4.45% Reduce -0.3% 12,902 $8.4M
Warner Group LLC 5.47% Add +6.6% 12,888 $8.4M
Collective Family Office LLC 1.89% Reduce -1.4% 12,877 $8.4M
URS Advisory LLC 6.12% Add +12.8% 12,875 $8.4M
Lexington Hill Partners, LLC 4.74% Add +9.2% 12,871 $8.4M
Madison Park Capital Advisors, LLC 6.58% Add +2.4% 12,865 $8.4M
AlphaStar Capital Management, LLC 0.62% Reduce -1.1% 12,864 $8.4M
Ignite Planners, LLC 1.29% Reduce -0.6% 12,837 $8.4M
Lowery Thomas, LLC 4.78% Reduce -3.8% 12,843 $8.4M
Latko Wealth Management, Ltd. 4.07% Reduce -3.9% 12,842 $8.4M
Harbor Investment Advisory, LLC 0.66% Reduce -11.1% 12,839 $8.3M
Bar Harbor Wealth Management 0.48% Add +2.9% 12,737 $8.3M
High Probability Advisors, LLC 1.06% Add +375.8% 12,724 $8.3M
Nemes Rush Group LLC 0.79% Reduce -30.2% 12,723 $8.3M
VMS Asset Management Limited 5.05% New 12,710 $8.3M
Keeler & Nadler Financial Planning & Wealth Management 2.80% Add +14.3% 12,703 $8.3M
West Bancorporation Inc. 4.11% No change 12,676 $8.2M
Abner Herrman & Brock LLC 0.91% Reduce -0.5% 12,668 $8.2M
Brightwater Advisory LLC 5.45% Reduce -1.4% 12,666 $8.2M
Capital Wealth Management, LLC 2.21% Add +0.8% 12,576 $8.2M
Essential Planning, LLC. 2.60% Add +23.9% 12,568 $8.2M
Farmers & Merchants Investments Inc. 0.22% Reduce -0.0% 12,534 $8.2M
One Day In July LLC 0.65% Add +12.8% 12,513 $8.1M
Topsail Wealth Management, LLC 1.20% No change 12,510 $8.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.08% Add +7.7% 11,961 $8.1M
Covenant Asset Management, LLC 1.66% Reduce -1.0% 12,475 $8.1M
Burns J W & Co. Inc. 0.93% Reduce -2.5% 12,463 $8.1M
WealthPlan Investment Management, LLC 0.45% Add +3.0% 12,421 $8.1M
Petros Family Wealth, LLC 5.75% Add +7.6% 12,411 $8.1M
Autumn Glory Partners, LLC 2.96% Reduce -4.9% 12,399 $8.1M
Key Client Fiduciary Advisors, LLC 2.77% Add +0.3% 12,394 $8.1M
Blueshift Asset Management, LLC 2.44% Reduce -62.1% 12,388 $8.1M
Corundum Group, Inc. 2.69% Add +0.9% 12,387 $8.1M
Old Second National Bank of Aurora 1.66% Reduce -4.8% 12,383 $8.1M
Redwood Park Advisors LLC 5.96% Reduce -0.1% 12,381 $8.1M
Summit Wealth & Retirement Planning, Inc. 1.92% Add +0.8% 12,378 $8.0M
Kanawha Capital Management LLC 0.57% Add +1.1% 12,375 $8.0M
GWN Securities Inc. 1.54% Reduce -7.0% 12,354 $8.0M
Jackson Square Capital, LLC 1.68% Reduce -20.0% 12,350 $8.0M
Jackson Hole Capital Partners, LLC 1.33% Reduce -3.4% 12,350 $8.0M
Successful Portfolios LLC 4.42% Reduce -3.3% 12,515 $8.0M
Atlas Capital Advisors Inc. 0.92% Reduce -0.0% 12,307 $8.0M
Paragon Capital Management Ltd 1.68% Reduce -3.7% 12,280 $8.0M
Cerro Pacific Wealth Advisors LLC 2.09% Reduce -2.6% 12,275 $8.0M
Madrid Financial Services 4.71% Add +1.0% 12,271 $8.0M
Surience Private Wealth LLC 8.52% Add +10.5% 12,210 $7.9M
Sitrin Capital Management LLC 3.97% Reduce -10.6% 12,158 $7.9M
Leo Wealth, LLC 0.57% Reduce -1.6% 12,147 $7.9M
Annex Advisory Services, LLC 0.15% Reduce -2.2% 12,128 $7.9M
World Equity Group, Inc. 2.04% Reduce -1.9% 12,089 $7.9M
Clark Capital Management Group, Inc. 0.05% Add +87.7% 12,076 $7.9M
Guardian Partners Inc. 0.65% Add +0.3% 12,040 $7.9M
Aspire Capital Advisors LLC 1.76% Reduce -1.4% 12,027 $7.8M
Edgewood Management LLC 0.05% Reduce -12.1% 12,019 $7.8M
Ssa Swiss Advisors AG 3.62% Add +13.7% 11,999 $7.8M
Colorado Capital Management, Inc. 2.91% Reduce -2.5% 11,992 $7.8M
American Trust 0.69% Reduce -4.0% 11,987 $7.8M
F/m Investments LLC 0.52% Reduce -20.2% 11,979 $7.8M
RFG Advisory, LLC 0.14% Reduce -6.2% 11,952 $7.8M
Naples Global Advisors, LLC 0.57% Add +19.9% 11,908 $7.8M
Confluence Investment Management LLC 0.12% Reduce -24.2% 11,922 $7.8M
FWG Holdings, LLC 2.93% Reduce -4.8% 11,760 $7.7M
Perennial Advisors, LLC 1.33% Reduce -3.1% 11,912 $7.7M
PGIM Custom Harvest LLC 0.12% Reduce -6.5% 11,909 $7.7M
Peregrine Asset Advisers, Inc. 2.08% Reduce -3.0% 11,903 $7.7M
Providence Financial Advisors, LLC 4.41% Reduce -7.8% 11,894 $7.7M
Cassaday & Co Wealth Management LLC 0.16% Reduce -16.3% 11,881 $7.7M
Aegis Wealth Management LLC 4.42% Reduce -14.4% 11,874 $7.7M
Bank of New Hampshire 1.76% Reduce -0.3% 11,849 $7.7M
Mizuho Securities USA LLC 0.18% Reduce -99.2% 11,846 $7.7M
KFA Private Wealth Group, LLC 1.85% Reduce -2.0% 11,844 $7.7M
DBK Financial Counsel, LLC 5.82% Reduce -0.8% 11,829 $7.7M
Joseph P. Lucia & Associates, LLC 2.74% Add +2.9% 11,777 $7.7M
Blue Fin Capital, Inc. 1.26% Add +0.5% 11,778 $7.7M
Truepoint, Inc. 0.17% Reduce -0.1% 11,774 $7.7M
Vigilare Wealth Management 2.58% Reduce -42.3% 11,756 $7.6M
OmniStar Financial Group, Inc. 3.96% Reduce -13.1% 11,749 $7.6M
Kraft, Davis & Associates, LLC 1.63% Add +14.9% 10,624 $7.6M
Coastwise Capital Group, LLC 4.23% Reduce -2.4% 11,714 $7.6M
Ameliora Wealth Management Ltd. 2.43% Reduce -3.5% 11,699 $7.6M
Sage Capital Management, LLC 3.57% Reduce -5.1% 11,681 $7.6M
Rossby Financial, LCC 1.59% Add +672.9% 11,586 $7.6M
GatePass Capital, LLC 3.76% Add +20.6% 11,674 $7.6M
ArchPoint Investors 1.81% Add +1.2% 11,636 $7.6M
Elyxium Wealth, LLC 2.42% Reduce -1.1% 11,609 $7.5M
Tandem Investment Partners LLC 6.38% Reduce -2.6% 11,573 $7.5M
Capital Asset Advisory Services LLC 0.29% Add +17.9% 10,605 $7.5M
Linscomb Wealth, Inc. 0.33% Reduce -14.4% 11,554 $7.5M
Deroy & Devereaux Private Investment Counsel Inc. 0.36% Add +1.6% 11,489 $7.5M
Jump Financial, LLC 0.12% Reduce -92.7% 11,451 $7.4M
Stronghold Wealth Management L.L.C. 11.25% Add +1.2% 11,448 $7.4M
Cornerstone Advisors Asset Management, LLC 1.15% Reduce -0.2% 11,447 $7.4M
M.D. Sass, LLC 0.56% Reduce -3.0% 11,440 $7.4M
Camelot Technology Advisors, Inc. 5.46% Add +4.2% 11,426 $7.4M
Summit Securities Group LLC 3.61% Add +307.8% 11,417 $7.4M
Centennial Bank 2.66% Reduce -0.8% 11,405 $7.4M
Triglav Investments, D.O.O. 0.52% Reduce -40.2% 11,378 $7.4M
Garde Capital, Inc. 0.44% Reduce -1.3% 11,373 $7.4M
Port Capital LLC 0.33% Add +1.3% 11,355 $7.4M
Pinnacle Wealth Planning Services, Inc. 0.76% Reduce -3.6% 11,348 $7.4M
Bragg Financial Advisors, Inc 0.23% Add +0.4% 11,344 $7.4M
New Republic Capital, LLC 2.49% Add +3.1% 11,343 $7.4M
Schneider Downs Wealth Management Advisors, LP 0.81% Add +0.8% 11,343 $7.4M
Patriot Financial Group Insurance Agency, LLC 0.41% Add +41.3% 11,262 $7.3M
Caliber Wealth Management, LLC / KS 0.80% Reduce -15.0% 11,262 $7.3M
Seelaus Asset Management LLC 5.31% Add +21.7% 11,389 $7.3M
BTC Capital Management, Inc. 0.49% No change 11,227 $7.3M
Schear Investment Advisers, LLC 3.22% Reduce -10.4% 11,211 $7.3M
Everhart Financial Group, Inc. 0.62% Add +409.7% 11,199 $7.3M
Market Street Wealth Management Advisors LLC 1.15% Reduce -0.1% 11,185 $7.3M
Ashford Capital Management Inc. 0.90% No change 11,169 $7.3M
NDWM LLC 4.69% Reduce -74.8% 11,118 $7.2M
SkyView Investment Advisors, LLC 0.97% No change 11,115 $7.2M
Bluefin Capital Management, LLC 8.45% Reduce -84.9% 11,100 $7.2M
Well Done, LLC 1.06% Reduce -2.4% 11,066 $7.2M
Alta Wealth Advisors LLC 2.33% Reduce -8.5% 11,023 $7.2M
New Age Alpha Advisors, LLC 0.33% Add +10.2% 11,011 $7.2M
Howe & Rusling Inc. 0.47% Reduce -28.6% 11,001 $7.2M
Point Break Capital Management, LLC 8.13% New 11,000 $7.2M
Summa Corp. 2.96% Add +562.2% 10,993 $7.1M
Syon Capital LLC 0.36% Add +17.9% 10,992 $7.1M
Ibex Wealth Advisors 0.67% Reduce -4.4% 10,990 $7.1M
Intact Investment Management Inc. 0.20% No change 10,985 $7.1M
TL Private Wealth 2.82% Add +0.0% 10,499 $7.1M
Morton Capital Management LLC 1.06% Add +13.1% 10,950 $7.1M
QRG Capital Management, Inc. 0.07% Add +32.6% 10,936 $7.1M
Seven Mile Advisory 5.13% Reduce -5.2% 10,932 $7.1M
Roger Wittlin Investment Advisory, LLC 5.81% Reduce -14.8% 10,924 $7.1M
Maseco LLP 0.22% Add +2.0% 10,924 $7.1M
Selby Wealth Management, LLC 2.80% Reduce -4.7% 10,922 $7.1M
Sterneck Capital Management, LLC 3.19% Add +4.2% 10,920 $7.1M
CVFG LLC 0.88% Reduce -17.8% 10,908 $7.1M
Daybright Advisory Services, Inc. 1.96% Add +2.6% 10,862 $7.1M
Balentine LLC 0.28% Reduce -4.6% 10,861 $7.1M
MRWM Advisors, LLC 3.83% Reduce -26.8% 10,860 $7.1M
Avity Investment Management Inc. 0.51% Reduce -0.3% 10,860 $7.1M
Canoe Financial LP 0.10% Reduce -45.4% 6,555 $7.1M
High Net Worth Advisory Group LLC 1.65% Reduce -0.9% 10,856 $7.1M
Clear Creek Financial Management, LLC 0.54% Add +3.7% 10,831 $7.0M
Plotkin Financial Advisors, LLC 3.54% Add +7.4% 10,828 $7.0M
Lifeworks Advisors, LLC 0.90% Add +1.3% 10,793 $7.0M
Founders Financial Alliance, LLC 1.27% Add +3.0% 10,792 $7.0M
LCW Services, LLC 3.48% Reduce -13.0% 10,785 $7.0M
Aurora Private Wealth, Inc. 4.98% Reduce -0.2% 10,437 $7.0M
Cliffwater LLC 1.85% Reduce -11.9% 10,752 $7.0M
1900 Wealth Management LLC 0.45% Add +0.1% 10,725 $7.0M
Guidance Point Advisors, LLC 1.69% Add +1.9% 10,704 $7.0M
Bridges Investment Management Inc. 0.09% Add +0.9% 10,686 $6.9M
Armbruster Capital Management, Inc. 1.14% Add +3.0% 10,657 $6.9M
Checchi Capital Advisers, LLC 0.47% Reduce -3.4% 10,628 $6.9M
Cypress Financial Planning LLC 1.92% Reduce -0.5% 10,579 $6.9M
Wick Capital Partners, LLC 1.25% Reduce -1.0% 10,574 $6.9M
NWF Advisory Services Inc. 0.78% Add +2.0% 10,570 $6.9M
Drexel Morgan & Co. 1.01% Reduce -3.2% 10,561 $6.9M
Tempus Wealth Planning, LLC 1.58% Reduce -0.3% 10,560 $6.9M
Ascent Group, LLC 0.24% Add +2.6% 10,555 $6.9M
Cove Private Wealth, LLC 1.56% Add +56.0% 10,503 $6.8M
LCNB Corp. 2.29% Add +9.3% 10,496 $6.8M
Founders Capital Management 3.33% Reduce -0.8% 10,481 $6.8M
Piedmont Capital Management, LLC 4.54% No change 10,473 $6.8M
Patten Group, Inc. 1.18% Reduce -7.8% 10,470 $6.8M
Quent Capital, LLC 0.48% Reduce -20.8% 10,445 $6.8M
OneAscent Financial Services LLC 0.37% Add +14.8% 10,437 $6.8M
Oliver Luxxe Assets LLC 1.01% Reduce -2.8% 10,402 $6.8M
Asset Dedication, LLC 0.47% Reduce -13.9% 10,371 $6.7M
Corsicana & Co. 4.27% Add +3.3% 12,055 $6.7M
Old Mission Investment Co LLC 1.58% Add +0.0% 10,338 $6.7M
Florida Financial Advisors, LLC 1.61% Reduce -3.1% 10,348 $6.7M
TruNorth Capital Management, LLC 1.29% Reduce -0.2% 10,342 $6.7M
Amplius Wealth Advisors, LLC 0.56% Reduce -0.1% 10,304 $6.7M
Abacus Wealth Partners, LLC 0.61% Add +26.6% 10,280 $6.7M
RK Capital Management, LLC 15.40% Reduce -0.0% 10,263 $6.7M
Sharper & Granite LLC 2.28% No change 10,248 $6.7M
Grey Ledge Advisors, LLC 1.50% Reduce -0.2% 10,217 $6.6M
Novak & Powell Financial Services, Inc. 3.58% Add +0.2% 10,214 $6.6M
Forty-three Eighteen Advisors, LLC 5.00% No change 10,207 $6.6M
Colony Family Offices, LLC 1.64% Add +4.7% 10,171 $6.6M
Lazard Asset Management LLC 0.01% Reduce -28.5% 10,195 $6.6M
T. Rowe Price Associates Inc. 0.00% Add +157.2% 10,178 $6.6M
Acadian Asset Management LLC 0.01% Reduce -1.4% 10,166 $6.6M
Strategy Asset Managers LLC 1.08% Reduce -6.3% 10,161 $6.6M
Dale Q Rice Investment Management Ltd 5.01% Reduce -1.0% 10,159 $6.6M
Hyposwiss Advisors SA 6.51% Add +8.0% 10,132 $6.6M
Crews Bank & Trust 0.95% Reduce -0.1% 10,121 $6.6M
Stone Wealth Partners 5.91% Reduce -1.5% 10,090 $6.6M
Ellenbecker Investment Group 0.89% Reduce -1.5% 10,110 $6.6M
Shoker Investment Counsel, Inc. 1.95% Reduce -6.7% 10,107 $6.6M
Praxis Capital Management LLC 15.34% Add +17.4% 10,100 $6.6M
Clare Market Investments LLC 1.37% — 10,077 $6.6M
Hohimer Wealth Management, LLC 0.81% Reduce -2.4% 10,077 $6.6M
Smithfield Trust Co 0.28% Reduce -0.5% 10,054 $6.5M
Willis Johnson & Associates, Inc. 0.38% Reduce -0.7% 10,048 $6.5M
Ducere Wealth Management LLC 2.60% Add +39.3% 10,043 $6.5M
SageView Advisory Group, LLC 0.24% Reduce -6.2% 10,023 $6.5M
Genesee Capital Advisors, LLC 2.72% Reduce -1.6% 9,997 $6.5M
MorganRosel Wealth Management, LLC 2.56% Reduce -45.3% 9,983 $6.5M
Peoples Bank 3.98% Reduce -3.4% 9,973 $6.5M
Traynor Capital Management, Inc. 0.39% Add +13.5% 10,237 $6.5M
OakTrust Wealth Advisors, LLC 5.88% Add +14.5% 9,931 $6.5M
Iowa State Bank 1.19% Reduce -4.6% 9,924 $6.5M
HCR Wealth Advisors 0.67% Add +2.4% 9,920 $6.5M
Bay Rivers Group 2.68% Add +1.8% 9,888 $6.4M
Continuum Advisory, LLC 0.62% Add +0.4% 9,886 $6.4M
USAdvisors Wealth Management, LLC 2.13% Add +0.9% 10,168 $6.4M
SIH Partners, LLLP 0.20% New 9,880 $6.4M
KKM Financial LLC 1.14% No change 9,409 $6.4M
MinichMacGregor Wealth Management, LLC 1.13% Reduce -2.3% 9,859 $6.4M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -1.3% 9,834 $6.4M
Private Capital Management, LLC 0.65% Add +2.4% 9,811 $6.4M
Limestone Investment Advisors LP 3.14% Reduce -3.4% 9,800 $6.4M
My Personal CFO, LLC 2.79% Add +1.1% 9,792 $6.4M
Asset Advisory Group, Inc. 3.19% Add +0.2% 9,764 $6.3M
Weaver Capital Management LLC 1.38% Reduce -0.1% 9,754 $6.3M
FIL Ltd 0.00% Reduce -86.6% 9,754 $6.3M
Macro Advisors, Inc. 2.61% — 9,733 $6.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.36% Reduce -6.6% 9,733 $6.3M
Legacy Wealth Management, LLC 0.37% Add +0.0% 9,714 $6.3M
LRI Investments, LLC 0.56% Add +0.4% 9,700 $6.3M
Legacy Wealth Partners, LLC 1.58% Reduce -73.9% 9,685 $6.3M
Mosaic Family Wealth Partners, LLC 0.64% Add +3.4% 9,665 $6.3M
Fusion Family Wealth, LLC 0.47% Reduce -0.0% 9,633 $6.3M
Guyasuta Investment Advisors Inc. 0.36% Reduce -3.6% 9,630 $6.3M
GAMMA Investing LLC 0.29% Reduce -8.2% 9,629 $6.3M
Creative Financial Designs Inc. 0.38% Reduce -3.8% 9,593 $6.2M
Heritage Investment Group, Inc. 0.94% Add +26.9% 9,593 $6.2M
Vanguard Advisers Inc. 0.02% — 9,583 $6.2M
Orca Investment Management, LLC 5.29% Reduce -0.4% 9,571 $6.2M
AXS Investments LLC 2.51% Add +3.1% 9,543 $6.2M
Chicago Wealth Management, Inc. 2.48% Add +64.0% 9,542 $6.2M
Veracity Capital LLC 2.21% Reduce -22.1% 9,520 $6.2M
American Institute for Advanced Investment Management, LLP 4.01% Reduce -0.9% 9,512 $6.2M
Murphy, Middleton, Hinkle & Parker, Inc. 2.86% Add +369.4% 9,501 $6.2M
Royal Fund Management, LLC 0.59% Reduce -69.6% 9,474 $6.2M
Curry Webb Wealth Management LLC 2.91% Reduce -8.2% 9,480 $6.2M
Evernest Financial Advisors, LLC 1.28% No change 8,619 $6.2M
Range Advisory, LLC 1.14% Add +5.7% 9,472 $6.2M
HORAN Wealth, LLC 0.58% No change 9,343 $6.1M
Pinnacle Bancorp, Inc. 1.81% Add +0.7% 9,440 $6.1M
Madison Wealth Partners, Inc 0.98% Add +2.8% 9,430 $6.1M
GSG Advisors LLC 1.59% Add +2.3% 9,422 $6.1M
Vienna Asset Management LLC 4.83% Reduce -22.1% 9,408 $6.1M
Solano Wealth Investment Advisors LLC 3.04% Reduce -0.2% 9,392 $6.1M
GQG Partners LLC 0.01% Reduce -81.3% 9,385 $6.1M
Nautilus Advisors LLC 4.19% Reduce -2.2% 9,385 $6.1M
Richards, Merrill & Peterson, Inc. 2.24% Reduce -0.6% 9,383 $6.1M
Allegheny Financial Group 0.82% Add +0.0% 9,379 $6.1M
Oder Investment Management, LLC 4.68% Reduce -4.5% 9,377 $6.1M
Invst, LLC 0.69% Reduce -0.8% 9,355 $6.1M
Kearns & Associates LLC 3.27% No change 9,340 $6.1M
White Pine Capital LLC 1.65% Reduce -5.9% 9,336 $6.1M
Barrett & Company, Inc. 2.09% Add +0.1% 9,318 $6.1M
Defined Wealth Management, LLC 3.54% Reduce -1.0% 9,298 $6.0M
Loudon Investment Management, LLC 3.25% Reduce -1.3% 9,282 $6.0M
Garden State Investment Advisory Services LLC 1.44% Reduce -2.1% 9,260 $6.0M
Morris Financial Concepts, Inc. 2.04% Reduce -0.9% 9,262 $6.0M
LJI Wealth Management, LLC 0.96% Add +1.7% 9,256 $6.0M
Vista Capital Partners, Inc. 0.61% Reduce -1.0% 9,254 $6.0M
SGL Investment Advisors, Inc. 2.28% Add +19.8% 8,138 $6.0M
FreeGulliver LLC 2.53% Add +2.2% 9,227 $6.0M
W1M Asset Management Ltd 0.07% Reduce -1.3% 9,214 $6.0M
Personal Cfo Solutions, LLC 0.84% Reduce -2.7% 9,163 $6.0M
Rossmore Private Capital 0.53% Reduce -12.9% 9,150 $6.0M
Arkansas Financial Group, Inc. 0.83% Add +0.3% 8,791 $5.9M
WealthShield Partners, LLC 0.66% Reduce -0.9% 9,132 $5.9M
Xcelsior Advisor Partners LLC 2.27% Add +0.6% 9,106 $5.9M
Walkner Condon Financial Advisors LLC 0.78% Reduce -0.1% 9,101 $5.9M
Marin Bay Wealth Advisors, LLC 3.56% Add +1312.5% 136,904 $5.9M
Samalin Investment Counsel, LLC 2.11% Add +2.7% 9,092 $5.9M
Woodstock Corp. 0.53% Add +2.2% 9,081 $5.9M
Stonebridge Financial Group, LLC 0.48% Add +38.8% 9,062 $5.9M
Acropolis Investment Management, LLC 0.26% Add +0.5% 9,060 $5.9M
Orin Green Financial, LLC 2.42% Reduce -0.0% 9,057 $5.9M
Levin Capital Strategies, L.P. 0.45% Add +0.0% 9,055 $5.9M
Fogel Capital Management, Inc. 2.69% Add +0.5% 9,040 $5.9M
American National Bank & Trust 0.56% Reduce -3.3% 9,028 $5.9M
Red Cedar Investment Management, LLC 0.61% No change 9,025 $5.9M
Latitude Advisors, LLC 2.68% Add +4.5% 9,010 $5.9M
Alpine Global Management, LLC 1.04% Add +336.7% 9,010 $5.9M
Fortitude Advisory Group L.L.C. 2.64% Reduce -6.7% 9,002 $5.9M
Regent Peak Wealth Advisors LLC 1.19% Reduce -7.3% 8,999 $5.9M
Cantor Fitzgerald Investment Advisors L.P. 0.43% Reduce -5.7% 8,981 $5.8M
Marietta Wealth Management, LLC 0.69% Add +0.2% 8,959 $5.8M
Aureus Asset Management, LLC 0.39% Add +0.0% 8,958 $5.8M
Bitterroot Capital Advisors LLC 3.51% Add +0.2% 8,900 $5.8M
Tower Bridge Advisors 0.56% New 8,879 $5.8M
Providence First Trust Co 2.03% Reduce -10.0% 8,871 $5.8M
111 Capital 1.42% Reduce -79.1% 8,867 $5.8M
Storen Legacy Partners, LLC 1.80% Reduce -1.4% 8,852 $5.8M
JDM Financial Group LLC 2.22% Reduce -0.2% 8,838 $5.7M
Beta Wealth Group, Inc. 2.38% Reduce -10.4% 8,830 $5.7M
Marks Group Wealth Management, Inc 0.55% Reduce -7.8% 8,825 $5.7M
S.A. Mason LLC 2.15% Reduce -1.1% 8,812 $5.7M
Delta Investment Management, LLC 1.02% Reduce -3.5% 8,805 $5.7M
Concorde Asset Management, LLC 2.81% Reduce -11.8% 8,779 $5.7M
Sage Rhino Capital LLC 1.07% Add +0.2% 8,766 $5.7M
Round Rock Advisors LLC 0.87% Reduce -27.5% 8,745 $5.7M
Vision Retirement, LLC 1.62% Reduce -2.2% 8,743 $5.7M
Secure Asset Management, LLC 0.90% Reduce -20.5% 8,741 $5.7M
Baker Ellis Asset Management LLC 0.67% Reduce -0.9% 8,741 $5.7M
Wealth Watch Advisors, INC 2.38% Add +21.6% 8,736 $5.7M
Stephen J. Garry & Associates, LLC 4.56% Reduce -4.6% 8,721 $5.7M
Castle Rock Wealth Management, LLC 1.23% Add +1.3% 8,646 $5.7M
Visionary Wealth Advisors 0.25% Add +13.8% 8,712 $5.7M
Breakwater Investment Management 2.09% Add +0.3% 8,654 $5.6M
Central Valley Advisors, LLC 1.53% Add +1.4% 8,632 $5.6M
Oribel Capital Management, LP 0.85% Add +11.7% 8,600 $5.6M
Schorn Wealth LLC 1.68% Reduce -9.1% 8,575 $5.6M
Legacy Financial Strategies, LLC 1.00% Reduce -1.0% 8,563 $5.6M
Sightline Wealth Advisors, LLC 2.35% Add +0.2% 8,550 $5.6M
Tiaa Trust, National Association 0.34% Reduce -96.8% 8,524 $5.5M
Omnia Family Wealth, LLC 1.75% Reduce -11.8% 8,495 $5.5M
Leverty Financial Group, LLC 1.22% Reduce -4.8% 8,482 $5.5M
Baron Wealth Management LLC 1.65% Reduce -0.6% 8,481 $5.5M
Atlas Brown,Inc. 1.66% Reduce -4.7% 8,479 $5.5M
Onyx Bridge Wealth Group LLC 0.59% Reduce -3.3% 8,432 $5.5M
Coordinated Financial Services, Inc. 3.20% Reduce -1.2% 8,431 $5.5M
Goldstone Financial Group, LLC 0.59% Reduce -4.8% 8,421 $5.5M
Bellwether Advisors, LLC 0.93% Add +0.0% 8,409 $5.5M
W Advisors, LLC 2.79% No change 8,369 $5.4M
ForthRight Wealth Management, LLC 1.54% Reduce -0.3% 8,353 $5.4M
Luminvest Wealth Management LLC 1.42% No change 8,138 $5.4M
Chapin Davis, Inc. 1.21% Reduce -1.3% 8,340 $5.4M
TrustBank 2.10% Add +2.2% 8,324 $5.4M
Arrowroot Family Office, LLC 1.79% Reduce -3.2% 8,320 $5.4M
Beese Fulmer Investment Management, Inc. 0.35% Reduce -2.7% 8,307 $5.4M
Richmond Investment Services, LLC 0.87% Reduce -2.6% 8,303 $5.4M
Garrison Point Advisors, LLC 2.46% Add +0.1% 8,289 $5.4M
Baker Boyer National Bank 1.61% No change 8,259 $5.4M
Journey Advisory Group, LLC 0.46% Reduce -6.1% 8,258 $5.4M
Hamilton Capital Partners, LLC 1.67% Add +850.2% 8,248 $5.4M
Quartz Partners, LLC 2.07% Reduce -8.1% 8,229 $5.4M
CMT Capital Markets Trading GmbH 2.47% Add +584.7% 8,216 $5.3M
Northeast Investment Management 0.22% Reduce -0.7% 8,205 $5.3M
Veltria Advisors Corp. 17.76% Reduce -29.3% 7,370 $5.3M
Wimmer Associates 1, LLC 2.60% Reduce -2.8% 8,189 $5.3M
Parker Investment Management, LLC 0.81% Reduce -10.3% 8,187 $5.3M
Twin Peaks Wealth Advisors, LLC 1.34% Reduce -0.2% 8,187 $5.3M
Abel Hall, LLC 1.13% No change 8,170 $5.3M
Fell Capital Management 5.07% Reduce -7.0% 8,165 $5.3M
Jackson Wealth Management, LLC 0.55% Reduce -0.0% 8,164 $5.3M
WPWealth LLP 0.81% Reduce -2.1% 8,147 $5.3M
Pines Wealth Management, LLC 1.71% Add +2.9% 8,127 $5.3M
Smith Salley Wealth Management 0.27% Reduce -32.5% 8,125 $5.3M
Invenio Wealth Partners LLC 2.10% Reduce -27.1% 8,115 $5.3M
TruWealth Advisors, LLC 0.25% Reduce -0.9% 8,107 $5.3M
Matters Capital LLC 4.67% Reduce -0.0% 8,096 $5.3M
Cape Investment Advisory, Inc. 1.75% Add +3.2% 8,069 $5.2M
XML Financial, LLC 0.42% Add +6.5% 8,061 $5.2M
Convergence Financial, LLC 0.55% Add +99.6% 8,046 $5.2M
Facet Wealth, Inc. 0.09% Add +38.2% 8,043 $5.2M
Absolute Capital Management, LLC 1.74% Reduce -42.7% 8,030 $5.2M
Sierra Capital LLC 0.57% Reduce -0.1% 8,018 $5.2M
Tilson Financial Group, Inc. 1.56% Reduce -2.7% 8,010 $5.2M
Greenspring Advisors, LLC 0.32% Reduce -0.3% 8,003 $5.2M
Laraway Financial Advisors Inc 3.65% Reduce -3.5% 7,985 $5.2M
Powell Investment Advisors, LLC 1.79% Add +133.8% 7,945 $5.2M
Winch Advisory Services, LLC 1.18% Add +11.3% 7,951 $5.2M
Clientfirst Wealth Management, LLC 4.36% No change 7,950 $5.2M
Anchor Investment Management, LLC 0.43% Add +0.7% 7,949 $5.2M
Cohen Capital Management, Inc. 0.80% Add +0.4% 7,936 $5.2M
Lighthouse Investment Partners, LLC 0.19% New 7,911 $5.1M
MTM Investment Management, LLC 1.63% Reduce -0.0% 7,909 $5.1M
Tower View Wealth Management LLC 2.64% Add +0.4% 7,909 $5.1M
Signature Equity Partners, LLC 2.75% Add +2.4% 7,881 $5.1M
First Financial Bankshares Inc 0.10% Reduce -3.5% 7,878 $5.1M
Greenup Street Wealth Management LLC 0.72% Reduce -2.5% 7,874 $5.1M
Tradition Wealth Management, LLC 0.36% Add +16.5% 7,867 $5.1M
Syntax Research, Inc. 3.25% Add +0.3% 7,859 $5.1M
Trust Co 0.48% Add +0.6% 7,851 $5.1M
Resurgent Financial Advisors LLC 1.86% Add +48.9% 7,846 $5.1M
Stairway Partners, LLC 0.26% No change 7,829 $5.1M
Osbon Capital Management LLC 4.15% Add +68.3% 7,823 $5.1M
Gratus Wealth Advisors, LLC 0.74% Reduce -34.2% 7,821 $5.1M
American Alpha Advisors, LLC 2.97% Reduce -2.5% 7,809 $5.1M
ELCO Management Co., LLC 2.43% Add +22.3% 7,796 $5.1M
AtlasMark Financial, Inc 3.27% No change 7,430 $5.1M
BHK Investment Advisors, LLC 1.69% Add +0.4% 7,782 $5.1M
McDonald Partners LLC 1.19% Reduce -6.8% 7,781 $5.1M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -26.0% 7,775 $5.1M
Rialto Wealth Management, LLC 1.14% Add +0.1% 7,774 $5.1M
9823 Capital, L.P. 3.81% Add +6.3% 7,761 $5.0M
Financial Gravity Asset Management, Inc. 0.90% Add +312.5% 7,731 $5.0M
Shapiro Capital Management LLC 0.31% Reduce -91.6% 7,725 $5.0M
Iron Gate Global Advisors LLC 0.53% Add +0.7% 7,718 $5.0M
Smartleaf Asset Management LLC 0.18% Reduce -55.2% 7,941 $5.0M
Harris Associates (Oakmark Funds) 0.01% Add +53.1% 7,712 $5.0M
Little House Capital LLC 1.29% Reduce -1.6% 7,711 $5.0M
Victrix Investment Advisors 1.82% Reduce -3.3% 7,704 $5.0M
Q3 Asset Management 1.21% Reduce -10.1% 7,691 $5.0M
Focused Alpha, LLC 1.54% Reduce -10.1% 7,684 $5.0M
Heirloom Wealth Management 0.90% New 7,654 $5.0M
GMO 0.01% Add +38.3% 7,645 $5.0M
Everett Harris & Co. 0.06% Add +3.3% 7,632 $5.0M
Wetzel Investment Advisors, Inc. 1.98% Add +1.4% 7,603 $5.0M
Tompkins Financial Corp. 0.39% Reduce -16.2% 7,563 $4.9M
Rebalance, LLC 0.29% Reduce -1.9% 7,552 $4.9M
Cordatus Wealth Management LLC 1.17% Reduce -34.1% 7,550 $4.9M
One William Street Capital Management, L.P. 9.37% New 7,500 $4.9M
Peak Planning Group, LLC 1.35% Reduce -0.3% 7,494 $4.9M
Single Point Partners, LLC 0.97% Add +0.2% 7,484 $4.9M
Maripau Wealth Management LLC 2.14% Add +2.0% 7,479 $4.9M
Pegasus Asset Management, Inc. 1.55% Reduce -0.9% 7,478 $4.9M
Aldebaran Financial Inc. 4.61% Add +1.3% 7,467 $4.9M
Bantamac Capital, LLC 3.53% Reduce -5.1% 7,457 $4.8M
ASR Vermogensbeheer N.V. 0.06% Add +201.8% 7,433 $4.8M
Legacy Capital Wealth Management, LLC 2.82% Reduce -2.0% 7,423 $4.8M
First American Trust, FSB 0.32% Reduce -36.7% 7,421 $4.8M
ABLE Financial Group, LLC 0.94% Reduce -0.6% 7,412 $4.8M
Waters Parkerson & Co., LLC 0.25% Reduce -12.2% 7,408 $4.8M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 3.65% Reduce -0.8% 7,393 $4.8M
Essex Bank 1.06% Reduce -1.3% 7,367 $4.8M
Chesapeake Wealth Management 1.47% Add +1.4% 7,366 $4.8M
Arlington Capital Management, Inc. 2.70% New 7,359 $4.8M
Morse Asset Management, Inc 1.00% Reduce -0.3% 7,334 $4.8M
Twin Lakes Capital Management, LLC 2.17% Reduce -0.7% 7,327 $4.8M
TopTier Wealth Management, LLC 2.92% Add +2.0% 7,313 $4.8M
Sonata Capital Group Inc. 1.75% Add +1.1% 7,288 $4.7M
Austin Asset Management Co Inc 0.80% Add +3.8% 7,279 $4.7M
Fischer Investment Strategies, LLC 2.75% Reduce -1.1% 7,259 $4.7M
Blankinship & Foster, LLC 1.04% Reduce -4.1% 7,254 $4.7M
LBMC Investment Advisors, LLC 0.29% Reduce -0.7% 7,250 $4.7M
Auxano Advisors, LLC 0.94% Reduce -1.1% 7,248 $4.7M
Catalyst Private Wealth, LLC 2.55% Reduce -0.4% 7,237 $4.7M
Family Legacy, Inc. 1.41% Reduce -1.6% 7,227 $4.7M
Journey Beyond Wealth, LLC 4.04% Reduce -1.1% 7,225 $4.7M
Raffa Wealth Management, LLC 0.73% Reduce -0.3% 7,223 $4.7M
Marex Group Ltd 0.05% Reduce -53.0% 7,223 $4.7M
NWK Group, Inc. 1.80% Reduce -1.2% 7,200 $4.7M
Factorial Partners, LLC 3.40% New 7,200 $4.7M
BOK Financial Private Wealth, Inc. 0.28% Reduce -5.2% 7,170 $4.7M
Financial Perspectives, Inc 1.30% Add +1.0% 7,182 $4.7M
Novus Advisors, LLC 10.45% Reduce -19.7% 7,181 $4.7M
Liberty Wealth Management LLC 0.58% Add +1.5% 7,179 $4.7M
Harbour Wealth Management Group, Inc. 3.51% Add +0.8% 7,177 $4.7M
Courage Capital Management LLC 6.60% Add +5.1% 7,171 $4.7M
Two Point Capital Management, Inc. 2.03% Add +5.0% 7,162 $4.7M
Platform Technology Partners 0.90% Reduce -13.3% 7,159 $4.7M
Fluent Financial, LLC 1.70% Add +19.5% 6,783 $4.7M
DHJJ Financial Advisors, Ltd. 1.54% Reduce -0.6% 7,154 $4.7M
Peachtree Investment Partners, LLC 1.77% Reduce -1.4% 7,145 $4.6M
Resolute Wealth Strategies, LLC 2.00% Add +1.7% 7,139 $4.6M
Crumly & Associates Inc. 0.97% Add +3.3% 7,135 $4.6M
Wellington Shields & Co., LLC 1.18% Add +4.6% 7,129 $4.6M
Hamilton Point Investment Advisors, LLC 0.71% No change 7,109 $4.6M
ICONIQ Capital, LLC 0.10% No change 7,122 $4.6M
Abacus Planning Group, Inc. 0.62% Add +0.1% 7,112 $4.6M
M1 Capital Management LLC 2.13% Reduce -4.7% 7,102 $4.6M
Rockingstone Advisors LLC 2.12% Reduce -2.0% 7,098 $4.6M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Reduce -1.4% 7,093 $4.6M
Ramsay, Stattman, Vela & Price, Inc. 0.91% Add +1.4% 7,092 $4.6M
Beaird Harris Wealth Management, LLC 0.31% Reduce -15.2% 7,089 $4.6M
Pictet North America Advisors SA 0.46% Reduce -3.6% 7,087 $4.6M
Almanack Investment Partners, LLC. 0.78% Reduce -8.3% 7,082 $4.6M
FSM Wealth Advisors, LLC 0.59% Reduce -6.8% 7,077 $4.6M
Clarendon Private LLC 3.53% Add +2.9% 7,071 $4.6M
Jaffetilchin Investment Partners, LLC 0.27% Reduce -0.9% 7,053 $4.6M
Ledyard National Bank 0.40% Reduce -1.5% 7,038 $4.6M
Boston Research & Management Inc. 1.08% Reduce -0.6% 7,006 $4.6M
Sagespring Wealth Partners, LLC 0.08% Reduce -95.1% 6,991 $4.5M
Keebeck Wealth Management 0.51% Add +5.0% 6,962 $4.5M
Objective Capital Management, LLC 4.58% Reduce -5.1% 6,976 $4.5M
Signature Wealth Management Partners, LLC 2.27% Reduce -0.6% 6,974 $4.5M
McAdam, LLC 0.20% Reduce -2.8% 6,970 $4.5M
Novem Group 0.52% Add +27.8% 6,964 $4.5M
PDS Planning, Inc 0.30% Add +15.4% 6,950 $4.5M
BlueSky Wealth Advisors, LLC 0.58% Reduce -6.8% 6,946 $4.5M
Generation Capital Management LLC 3.30% Reduce -3.0% 6,944 $4.5M
Fragasso Financial Advisors Inc 0.27% Add +5.8% 6,833 $4.5M
Red Door Wealth Management, LLC 0.47% Add +6.8% 6,915 $4.5M
Madden Advisory Services, Inc. 1.77% Reduce -1.5% 6,897 $4.5M
Waterfront Wealth Inc. 0.82% Reduce -0.1% 6,891 $4.5M
Bennett Selby Investments LP 1.57% Add +1.7% 6,888 $4.5M
Tanglewood Legacy Advisors, LLC 1.62% Add +7.6% 6,877 $4.5M
Steph & Co. 1.27% Add +2.5% 6,871 $4.5M
B & T Capital Management DBA Alpha Capital Management 0.65% Reduce -2.7% 6,863 $4.5M
Beacon Financial Advisory LLC 1.01% Add +4.2% 6,862 $4.5M
Washington Trust Advisors, Inc. 0.36% Reduce -50.5% 6,855 $4.5M
Charter Oak Capital Management, LLC 0.35% Add +4.7% 6,853 $4.5M
Bristol Gate Capital Partners Inc. 0.29% Reduce -69.7% 6,850 $4.5M
First National Bank Sioux Falls 1.22% No change 6,346 $4.5M
Eagle Global Advisors LLC 0.16% Reduce -4.6% 6,843 $4.5M
Private Wealth Partners, LLC 0.34% Reduce -1.4% 6,837 $4.4M
MetLife Inc 36.02% Add +0.5% 6,878 $4.4M
Ironclad Investments LLC 2.17% No change 6,805 $4.4M
SeaBridge Investment Advisors LLC 0.75% Add +2.2% 6,804 $4.4M
Thompson David Blair 2.53% Reduce -33.2% 6,795 $4.4M
M.E. Allison & Co., Inc. 2.93% Add +3.0% 6,795 $4.4M
Hennion & Walsh Asset Management, Inc. 0.15% Add +21.9% 6,783 $4.4M
Pursue Wealth Partners LLC 2.64% Add +1.0% 6,782 $4.4M
Alley Investment Management Company, LLC 0.54% Reduce -6.5% 6,780 $4.4M
Next Capital Management LLC 1.33% Add +9.1% 6,759 $4.4M
Townsquare Capital LLC 0.99% Add +1.7% 6,756 $4.4M
One Wealth Management Investment & Advisory Services, LLC 5.29% Add +1.0% 6,754 $4.4M
Insight Wealth Strategies, LLC 0.49% Add +1.3% 6,753 $4.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.59% Reduce -1.1% 6,745 $4.4M
Roffman Miller Associates Inc. 0.25% Add +0.2% 6,742 $4.4M
Cascades Capital Asset Management, LLC 1.86% Add +0.0% 6,731 $4.4M
RKL Wealth Management LLC 0.39% Reduce -0.4% 6,717 $4.4M
Uptick Partners, LLC 0.87% Add +13.4% 6,710 $4.4M
Cardinal Point Capital Management ULC 0.27% Add +28.0% 6,696 $4.4M
Cedarwood Wealth LLC 4.40% Add +0.1% 6,697 $4.4M
Avalon Trust Co 0.30% Reduce -0.2% 6,680 $4.3M
Libra Wealth LLC 1.22% No change 6,678 $4.3M
Semitam Bonam LLC 3.55% Reduce -1.2% 6,678 $4.3M
Lynx Investment Advisory 2.07% Add +30.6% 6,669 $4.3M
Enclave Advisors LLC 0.62% Add +0.8% 6,666 $4.3M
Howard Wealth Management, LLC 1.82% Add +2.1% 6,646 $4.3M
Semus Wealth Partners LLC 2.41% Add +0.2% 6,645 $4.3M
Evolve Private Wealth, LLC 0.23% Reduce -21.0% 6,639 $4.3M
Thoroughbred Financial Services, LLC 0.26% Add +0.8% 6,631 $4.3M
Parkside Investments, LLC 0.52% Add +67.5% 6,611 $4.3M
Home Federal Bank of Tennessee 1.07% No change 6,602 $4.3M
Markin Asset Management, LP 4.71% Add +13.4% 6,601 $4.3M
Highland Capital Management, LLC 0.23% Reduce -1.1% 6,599 $4.3M
Woodmont Investment Counsel LLC 0.26% Reduce -5.8% 6,573 $4.3M
CPC Advisors, LLC 0.69% Reduce -2.1% 6,566 $4.3M
Prasad Wealth Partners, LLC 1.16% Add +7.5% 6,543 $4.3M
Sunesis Advisors, LLC 1.92% Reduce -0.3% 6,537 $4.3M
Pincus Capital Management, LP 2.96% No change 6,536 $4.3M
Comprehensive Financial Consultants Institutional, Inc. 1.26% Reduce -2.0% 6,535 $4.2M
Vinland Capital Management Gestora de Recursos LTDA. 69.77% Add +4219.9% 6,523 $4.2M
American State Bank (Iowa) 2.03% Reduce -0.0% 6,507 $4.2M
Mengis Capital Management, Inc. 0.73% Reduce -1.3% 6,483 $4.2M
North Capital, Inc. 3.57% Add +1.9% 6,477 $4.2M
Prism Advisors, Inc. 1.12% Reduce -0.1% 6,461 $4.2M
Institute for Wealth Management, LLC. 0.45% Reduce -35.0% 6,456 $4.2M
Fiduciary Wealth Partners, LLC 2.75% Reduce -17.0% 6,453 $4.2M
North Star Asset Management Inc. 0.18% Add +5.8% 6,437 $4.2M
Ranch Capital Advisors Inc. 1.53% Reduce -0.0% 6,413 $4.2M
Griffith & Werner, Inc. 2.07% Add +1.2% 6,419 $4.2M
Liberty Square Wealth Partners LLC 1.16% Reduce -18.4% 6,410 $4.2M
Midland Wealth Advisors, LLC 0.21% Reduce -0.7% 6,404 $4.2M
Apollon Financial, LLC 0.58% Add +15.3% 6,397 $4.2M
10Elms LLP 2.86% Add +56.8% 6,385 $4.2M
Graves Light Lenhart Wealth, Inc. 0.43% Add +0.0% 6,384 $4.2M
Castleview Partners, LLC 2.12% Add +1.7% 6,371 $4.1M
BridgePort Financial Solutions, LLC 1.17% Reduce -3.9% 6,369 $4.1M
Hemenway Trust Co LLC 0.33% Add +117.0% 6,364 $4.1M
Tennessee Valley Asset Management Partners 0.55% Reduce -5.1% 6,364 $4.1M
Essex LLC 0.73% Add +5.8% 6,357 $4.1M
Stephenson & Company, Inc. 2.24% Reduce -0.1% 6,351 $4.1M
Drucker Wealth 3.0, LLC 0.72% Add +0.8% 6,349 $4.1M
Total Clarity Wealth Management, Inc. 0.97% Reduce -1.5% 6,347 $4.1M
Revolve Wealth Partners, LLC 0.54% Reduce -6.4% 6,346 $4.1M
M3 Advisory Group, LLC 2.54% Add +0.3% 6,346 $4.1M
Boston Trust Walden Corp 0.03% Add +0.2% 6,328 $4.1M
Strategic Planning, Inc. 2.06% Add +0.9% 6,325 $4.1M
BCM Advisors, LLC 0.81% Reduce -5.6% 5,728 $4.1M
First Interstate Bank 0.23% Reduce -1.0% 6,323 $4.1M
DDD Partners, LLC 0.29% Add +1.3% 6,322 $4.1M
Curbstone Financial Management Corp 0.78% Reduce -3.1% 6,299 $4.1M
Orgel Wealth Management, LLC 0.09% Add +0.2% 6,278 $4.1M
Ascentis Independent Advisors 0.31% Add +400.8% 6,275 $4.1M
Element Wealth, LLC 1.69% Reduce -0.4% 6,274 $4.1M
Tillman Hartley LLC 1.02% No change 6,261 $4.1M
Permanens Capital L.P. 0.52% Add +32.4% 6,233 $4.1M
Councilmark Asset Management, LLC 2.33% No change 6,245 $4.1M
Horizon Wealth Management, LLC 0.59% Add +0.5% 6,238 $4.1M
Elevation Wealth Partners, LLC 1.45% Reduce -0.3% 6,231 $4.1M
Colonial Trust Co / SC 0.55% Reduce -0.3% 6,221 $4.0M
F&V Capital Management, LLC 0.85% Add +2.5% 6,219 $4.0M
Ewa, LLC 0.92% Reduce -4.5% 6,217 $4.0M
GR Financial Group, LLC 1.34% Add +63.4% 6,215 $4.0M
Deltec Asset Management LLC 0.74% Reduce -16.7% 6,209 $4.0M
ORBA Wealth Advisors, L.L.C. 4.81% Reduce -24.3% 6,204 $4.0M
SC&H Financial Advisors, Inc. 0.61% Add +0.1% 6,188 $4.0M
Breakwater Capital Group 0.54% Add +17.5% 6,187 $4.0M
Alchemi Wealth, LLC 2.23% Reduce -0.2% 6,186 $4.0M
Investment Insight Wealth Management, LLC 4.33% Add +0.1% 6,176 $4.0M
Pullen Investment Management, LLC 2.01% No change 6,165 $4.0M
Capital City Trust Co. 0.92% Add +2.0% 6,160 $4.0M
Fortis Capital Management LLC 0.54% Add +184.9% 6,152 $4.0M
Edge Wealth Management LLC 0.68% Reduce -1.1% 6,144 $4.0M
Affiance Financial, LLC 0.65% Add +0.8% 6,130 $4.0M
Farmers National Bank 0.88% Reduce -2.6% 6,128 $4.0M
Capital Wealth Alliance, LLC 1.80% Reduce -15.4% 6,129 $4.0M
Forza Wealth Management, LLC 1.38% Reduce -0.8% 6,121 $4.0M
Clearview Wealth Management LLC 2.81% — 6,107 $4.0M
Prosperity Planning, Inc. 1.43% Add +1.6% 6,097 $4.0M
Sage Financial Group Inc. 0.26% Reduce -0.7% 6,086 $4.0M
WJ Financial Advisors LLC 3.19% Add +2.7% 6,080 $4.0M
Octavia Wealth Advisors, LLC 0.38% Reduce -1.8% 6,051 $3.9M
Jones Kertz & Associates, Inc. 2.09% Reduce -1.7% 6,058 $3.9M
Silvant Capital Management LLC 0.14% No change 6,045 $3.9M
Charter Research & Investment Group, Inc. 2.62% Reduce -0.1% 6,043 $3.9M
Snowwater Investment Partners, LLC 3.70% Add +0.0% 6,025 $3.9M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $3.9M
Wealthspire Retirement, LLC 0.24% Reduce -1.1% 6,040 $3.9M
Orleans Capital Management Corp. 2.65% Reduce -2.6% 6,035 $3.9M
Parcion Private Wealth LLC 0.24% Reduce -7.1% 6,023 $3.9M
First United Bank & Trust 1.27% Reduce -4.3% 6,021 $3.9M
Horizon Investment Services, LLC 1.36% Add +0.0% 6,020 $3.9M
Elm Partners Management LLC 0.17% Reduce -2.7% 6,194 $3.9M
Maridea Wealth Management LLC 0.57% Add +1.1% 6,017 $3.9M
Daiwa Securities Group Inc. 0.01% New 6,000 $3.9M
Capital Analysts, LLC 0.10% Reduce -29.3% 5,992 $3.9M
Northwest Bancshares, Inc. 0.77% Reduce -2.5% 5,985 $3.9M
Windsor Capital Management, LLC 1.16% Reduce -16.3% 5,981 $3.9M
Smith Asset Management Co., LLC 3.34% Add +3.7% 5,981 $3.9M
Parsons Capital Management Inc. 0.18% Add +7.6% 5,966 $3.9M
Towerpoint Wealth, LLC 1.56% Add +1.1% 5,962 $3.9M
Gold Investment Management Ltd. 1.20% Add +0.1% 5,959 $3.9M
Mayport, LLC 0.72% Reduce -6.4% 5,947 $3.9M
Duncker Streett & Co. Inc. 0.73% Add +7.9% 5,928 $3.9M
Optivise Advisory Services LLC 2.33% Add +2.6% 5,928 $3.9M
Kelman-Lazarov, Inc. 0.55% Reduce -1.3% 5,924 $3.9M
LYNX Capital Group Ltd. 1.79% No change 5,919 $3.8M
CWS Financial Advisors, LLC 0.99% Add +0.3% 5,913 $3.8M
LOM Asset Management Ltd 1.11% Reduce -0.6% 5,912 $3.8M
Park National Corp. 0.12% Add +3.2% 5,911 $3.8M
Strategic Investment Management, LLC 1.61% Reduce -0.3% 5,910 $3.8M
Sterling Capital Management LLC 0.07% No change 5,910 $3.8M
Juncture Wealth Strategies, LLC 1.28% Reduce -10.1% 5,909 $3.8M
Altfest L J & Co. Inc. 0.41% Add +81.3% 5,903 $3.8M
Innova Wealth Partners 1.82% Reduce -17.9% 5,901 $3.8M
Summit Financial Wealth Advisors, LLC 0.54% Add +1.4% 5,891 $3.8M
Henrickson Nauta Wealth Advisors, Inc. 1.07% Reduce -48.1% 5,883 $3.8M
Black Diamond Financial, LLC 0.42% Add +14.2% 5,878 $3.8M
Zions Bancorporation, National Association 0.25% Reduce -0.5% 5,865 $3.8M
Per Stirling Capital Management, LLC. 0.42% Reduce -4.7% 5,849 $3.8M
Waycross Investment Management Co 3.63% Reduce -1.4% 5,841 $3.8M
Fagan Associates, Inc. 0.53% Reduce -0.6% 5,834 $3.8M
Cornerstone Advisory, LLC 0.36% Reduce -4.9% 5,826 $3.8M
Wynn Capital, LLC 1.94% Reduce -0.1% 5,817 $3.8M
Atom Investors LP 0.27% Add +289.1% 5,810 $3.8M
Roberts Glore & Co. Inc. 1.04% Reduce -11.6% 5,808 $3.8M
FourThought Financial Partners, LLC 0.33% Add +2.0% 5,795 $3.8M
Paradigm, Strategies in Wealth Management, LLC 2.55% Reduce -2.4% 5,788 $3.8M
Summit Place Financial Advisors, LLC 1.80% Reduce -0.9% 5,773 $3.8M
Ofc Financial Planning, LLC 3.69% Reduce -0.2% 5,772 $3.8M
Weaver Consulting Group 0.89% No change 5,772 $3.8M
Monograph Wealth Advisors, LLC 0.36% No change 5,753 $3.8M
Kathmere Capital Management, LLC 0.23% Add +677.1% 5,766 $3.8M
Braun Stacey Associates Inc. 0.12% Reduce -2.8% 5,757 $3.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.64% Add +18.9% 5,756 $3.7M
Arcus Capital Partners, LLC 1.34% Reduce -5.2% 5,749 $3.7M
Investmark Advisory Group LLC 1.60% Reduce -11.7% 5,745 $3.7M
Ironwood Investment Counsel, LLC 0.54% Add +6.0% 5,739 $3.7M
Security Financial Services, INC. 0.59% Reduce -1.0% 5,734 $3.7M
Briggs Wealth Management, Inc 3.93% Reduce -1.3% 5,702 $3.7M
Outlook Wealth Advisors, LLC 0.90% Reduce -15.3% 5,700 $3.7M
Dunhill Financial, LLC 0.87% Reduce -4.0% 5,697 $3.7M
Retirement Guys Formula LLC 1.70% Reduce -16.5% 5,682 $3.7M
Greenfield Savings Bank 1.58% Add +7.3% 5,679 $3.7M
UNIVEST FINANCIAL Corp 0.21% Reduce -6.0% 5,672 $3.7M
Moss Adams Wealth Advisors LLC 0.27% Reduce -3.0% 5,654 $3.7M
PUREfi Wealth, LLC 2.41% Add +27.8% 5,667 $3.7M
Inspirion Wealth Advisors, LLC 0.46% Reduce -5.0% 5,656 $3.7M
GW&K Investment Management, LLC 0.03% Reduce -19.4% 5,648 $3.7M
Harvest Investment Services, LLC 0.67% Reduce -31.6% 5,631 $3.7M
Simplicity Wealth,LLC 0.21% Add +34.3% 6,507 $3.7M
Gemmer Asset Management LLC 0.29% Reduce -0.7% 5,617 $3.7M
Denver Wealth Management, Inc. 1.25% Reduce -0.2% 5,608 $3.6M
City Holding Co. 0.46% Reduce -3.8% 5,600 $3.6M
GW Henssler & Associates Ltd. 0.17% Reduce -39.7% 5,577 $3.6M
Northstar Group, Inc. 0.53% No change 5,574 $3.6M
Interchange Capital Partners, LLC 1.14% Reduce -5.3% 6,010 $3.6M
Mitchell McLeod Pugh & Williams Inc. 0.53% Add +3.3% 5,552 $3.6M
Davidson Kempner Capital Management LP 0.10% Add +174.4% 5,535 $3.6M
Mason & Associates, LLC 0.82% Reduce -0.6% 5,525 $3.6M
First Hawaiian Bank 0.50% Reduce -4.7% 5,520 $3.6M
Custos Family Office, LLC 2.49% Reduce -0.7% 5,515 $3.6M
Alamea Verwaltungs GmbH 2.65% No change 5,301 $3.6M
Kagan Cocozza Asset Management 2.51% Add +65.2% 5,487 $3.6M
Cahill Financial Advisors Inc. 0.39% Reduce -3.7% 5,478 $3.6M
Coign Capital Advisors LLC 1.87% Reduce -1.3% 5,474 $3.6M
Tranquilli Financial Advisor LLC 2.08% Add +9.8% 5,466 $3.6M
Sound Income Strategies, LLC 0.17% Add +1.7% 5,413 $3.5M
Vawter Financial, Ltd. 1.49% Reduce -2.6% 5,451 $3.5M
Sittner & Nelson, LLC 1.29% Add +1.6% 5,440 $3.5M
Roehl & Yi Investment Advisors, LLC 1.33% Reduce -0.1% 5,440 $3.5M
Harmony Asset Management LLC 1.08% Reduce -0.3% 5,439 $3.5M
Epacria Capital Partners, LLC 2.74% No change 5,432 $3.5M
Sandy Cove Advisors, LLC 1.06% Add +0.1% 5,431 $3.5M
Hassell Wealth Management, LLC 1.19% Add +0.3% 5,431 $3.5M
JGP Wealth Management, LLC 0.37% Reduce -0.3% 5,422 $3.5M
Curran Financial Partners, LLC 0.63% Add +15.9% 5,421 $3.5M
Verum Partners LLC 0.67% Add +14.3% 5,420 $3.5M
Cooper Financial Group 0.36% Reduce -10.4% 5,417 $3.5M
Guardsman Private Capital Management, Inc. 2.75% Add +77.4% 5,411 $3.5M
J. Goldman & Co LP 0.16% New 5,411 $3.5M
Reynders McVeigh Capital Management, LLC 0.18% Reduce -17.5% 5,403 $3.5M
Rice Partnership, LLC 0.48% Reduce -1.8% 5,394 $3.5M
Donaldson Capital Management, LLC 0.11% Reduce -3.3% 5,392 $3.5M
Steel Grove Capital Advisors, LLC 0.37% Reduce -0.0% 5,388 $3.5M
Opal Wealth Advisors, LLC 0.79% Reduce -6.6% 5,380 $3.5M
Sivia Capital Partners, LLC 0.68% No change 5,379 $3.5M
PlanVest Financial, Inc 2.65% — 5,365 $3.5M
Greykasell Wealth Strategies, Inc. 1.40% Add +0.2% 5,356 $3.5M
Marble Wealth, LLC 0.61% Add +0.9% 5,351 $3.5M
Climber Capital SA 2.28% Reduce -9.3% 5,350 $3.5M
Optima Capital LLC 1.61% Add +20.4% 5,325 $3.5M
Wood Tarver Financial Group, LLC 0.96% Reduce -3.9% 5,338 $3.5M
Argos Wealth Advisors, LLC 1.00% Reduce -23.1% 5,323 $3.5M
Verus Financial Partners, Inc. 0.31% Add +0.1% 4,934 $3.5M
Ballast Rock Private Wealth LLC 1.91% Reduce -5.0% 5,306 $3.5M
MOR Wealth Management, LLC 1.59% Add +4.4% 5,319 $3.5M
Cascade Financial Partners, LLC 0.36% Add +12.3% 5,319 $3.5M
Evensky & Katz LLC 0.20% Add +0.1% 5,312 $3.5M
Watershed Private Wealth LLC 1.08% Reduce -0.3% 5,309 $3.5M
Gilbert & Cook, Inc. 0.45% Reduce -0.8% 5,307 $3.5M
Ellevest, Inc. 0.48% Add +10.4% 5,297 $3.4M
Welch Group, LLC 0.13% Reduce -60.1% 5,297 $3.4M
Calder Financial LLC 3.41% Add +13.2% 5,242 $3.4M
Advisortrust Partners, LLC 1.43% Reduce -31.8% 5,269 $3.4M
Patton Albertson Miller Group, LLC 0.41% Reduce -2.1% 5,252 $3.4M
Mason Investment Advisory Services, Inc. 0.16% Reduce -0.0% 5,251 $3.4M
Bangor Savings Bank 0.27% Reduce -0.5% 5,229 $3.4M
Integrated Financial Solutions, Inc. 2.35% Add +0.1% 5,209 $3.4M
Middleton & Co. Inc. 0.39% Reduce -1.9% 5,200 $3.4M
Eaton Financial Holdings Company, LLC 1.11% Add +216.9% 5,194 $3.4M
Fielder Capital Group LLC 0.74% Add +0.1% 5,194 $3.4M
Rede Wealth, LLC 1.21% Reduce -0.1% 5,189 $3.4M
Holderness Investments Co. 0.68% Reduce -10.7% 5,188 $3.4M
Summit Financial Strategies, Inc. 0.27% Reduce -3.4% 5,181 $3.4M
Financial Advisors Network, Inc. 0.46% Add +1.4% 5,175 $3.4M
1 North Wealth Services LLC 1.22% Add +0.9% 5,175 $3.4M
Bingham Private Wealth, LLC 2.67% Add +33.9% 5,171 $3.4M
Bourgeon Capital Management LLC 0.60% No change 5,167 $3.4M
Uhlmann Price Securities, LLC 0.23% Add +1054.4% 5,137 $3.4M
Claris Financial LLC 1.83% Add +23.8% 5,151 $3.4M
Wealth Management Partners, LLC 0.96% Reduce -2.7% 5,153 $3.3M
Mitchell Sinkler & Starr 1.54% Reduce -5.9% 5,145 $3.3M
Brandywine Oak Private Wealth LLC 0.28% Add +3.1% 5,141 $3.3M
Warner Financial, Inc. 1.15% Add +0.0% 5,140 $3.3M
LVW Advisors, LLC 0.33% Reduce -2.3% 5,134 $3.3M
BankPlus Wealth Management LLC 1.72% Reduce -2.9% 5,132 $3.3M
Spirepoint Private Client, LLC 0.32% Reduce -4.5% 5,109 $3.3M
Financial Enhancement Group LLC 0.41% Reduce -1.9% 4,677 $3.3M
Vericrest Private Wealth 2.98% Reduce -1.3% 5,105 $3.3M
Epiq Partners, LLC 1.59% Add +2.9% 5,104 $3.3M
Leeward Financial Partners, LLC 0.99% Add +0.1% 5,099 $3.3M
Raab & Moskowitz Asset Management LLC 0.74% Reduce -4.9% 5,099 $3.3M
Westwind Capital 0.79% Add +2.5% 4,626 $3.3M
Virtue Asset Management LLC 2.69% Add +8.1% 5,079 $3.3M
Strait & Sound Wealth Management LLC 1.26% Reduce -1.3% 5,077 $3.3M
Pavion Blue Capital, LLC 1.43% Add +1.5% 5,072 $3.3M
Eagle Wealth Strategies LLC 1.44% Reduce -0.5% 5,050 $3.3M
Omega Financial Group, LLC 1.08% Reduce -1.5% 5,047 $3.3M
LGT Financial Advisors LLC 16.81% New 5,043 $3.3M
Financial Management Professionals, Inc. 0.37% Reduce -73.3% 5,028 $3.3M
East Coast Asset Management, LLC. 1.08% No change 5,041 $3.3M
Main Street Group, LTD 1.05% Add +0.9% 5,040 $3.3M
Aviance Capital Partners, LLC 0.38% Reduce -4.2% 5,040 $3.3M
Tepp RIA, LLC 2.57% Add +462.4% 5,039 $3.3M
Madrid Wealth Management, LLC 2.47% Add +0.0% 5,039 $3.3M
Beaumont Financial Advisors, LLC 0.22% Add +1.4% 5,027 $3.3M
JM2 Capital Inc. 2.71% Add +4.9% 5,024 $3.3M
Lockerman Financial Group, Inc. 5.88% Reduce -14.0% 5,021 $3.3M
Noesis Capital Mangement Corp. 0.48% Reduce -1.5% 5,020 $3.3M
University of Illinois Foundation 0.67% Reduce -97.6% 4,995 $3.3M
SOA Wealth Advisors, LLC. 0.61% Add +6.7% 5,005 $3.3M
Birnam Oak Advisors, LP 0.90% New 5,000 $3.3M
Broderick Brian C 0.60% No change 5,000 $3.3M
Mizuho Markets Cayman LP 0.17% New 5,000 $3.3M
Davidson Trust Co. 1.40% Add +13.8% 4,995 $3.2M
Private Wealth Group, LLC 1.51% No change 4,994 $3.2M
Trilogy Capital Inc. 0.14% Reduce -3.4% 4,993 $3.2M
Confluence Wealth Services, Inc. 0.13% Add +13.1% 4,991 $3.2M
Hilltop National Bank 0.77% Add +16.0% 4,987 $3.2M
MLP3, LLC 3.59% Add +1.3% 4,986 $3.2M
Builder Investment Group Inc. 0.70% Reduce -0.5% 4,980 $3.2M
Stratos Investment Management, LLC 0.13% Add +30.9% 4,968 $3.2M
Ewing Morris & Co. Investment Partners Ltd. 1.46% Add +174.7% 4,952 $3.2M
Harbour Capital Advisors, LLC 0.61% Reduce -6.2% 4,534 $3.2M
Wealthquest Corp 0.23% Reduce -6.8% 4,953 $3.2M
Arwa LLC 1.59% Reduce -7.2% 4,721 $3.2M
Parisi Gray Wealth Management 0.76% Reduce -1.6% 4,934 $3.2M
Freestate Advisors LLC 2.56% Reduce -8.2% 4,925 $3.2M
Redwood Investment Management, LLC 0.40% Reduce -2.2% 4,921 $3.2M
Alpha Wealth Funds, LLC 2.27% Reduce -4.9% 4,915 $3.2M
Fire Capital Management LLC 1.49% Reduce -5.1% 4,908 $3.2M
Pennsylvania Capital Management Inc. 0.92% Add +0.1% 4,905 $3.2M
Mirador Capital Partners LP 0.45% Reduce -6.4% 4,904 $3.2M
Cottage Street Advisors LLC 1.38% Reduce -1.2% 4,897 $3.2M
Weinberger Asset Management, Inc 1.19% Reduce -16.8% 4,863 $3.2M
Bank of Nova Scotia Trust Co. 0.27% Reduce -0.2% 4,854 $3.2M
Saxon Interests, Inc. 1.09% Reduce -35.9% 4,842 $3.1M
Fortress Financial Group, LLC 2.33% Add +0.2% 4,837 $3.1M
Trust Co of the South 0.51% No change 4,835 $3.1M
NFSG Corp 0.52% Reduce -3.2% 4,819 $3.1M
McGuire Capital Advisors Inc. 2.00% Add +192.0% 4,815 $3.1M
Kelsey Financial, LLC 2.73% Add +7.3% 4,796 $3.1M
Noked Israel Ltd 0.46% No change 4,794 $3.1M
Bank Ozk 1.10% Reduce -3.0% 4,792 $3.1M
OPTIMAS CAPITAL Ltd 6.98% New 4,780 $3.1M
Brookwood Investment Group LLC 0.40% Reduce -34.4% 4,764 $3.1M
Intelligence Driven Advisers, LLC 0.54% Reduce -84.1% 4,761 $3.1M
Meridian Investment Counsel Inc. 0.74% Reduce -2.6% 4,759 $3.1M
Clarity Capital Advisors, LLC 1.44% Add +0.1% 4,758 $3.1M
Integral Investment Advisors, Inc. 0.77% Add +1.1% 4,754 $3.1M
Timothy G. Youngquist 2020 Irrevocable Trust 1.51% New 4,747 $3.1M
Armstrong Henry H Associates Inc. 0.31% Add +1.4% 4,742 $3.1M
Peterson Wealth Services 0.76% Add +0.7% 4,741 $3.1M
Elmwood Wealth Management, Inc. 0.85% Add +12.5% 4,739 $3.1M
Geometric Wealth Advisors 0.39% Add +4.9% 4,738 $3.1M
Colonial Trust Advisors 0.24% Add +0.0% 4,723 $3.1M
Shaker Financial Services, LLC 1.07% Reduce -39.5% 4,709 $3.1M
EdgeRock Capital LLC 0.83% Add +13.6% 4,720 $3.1M
Paladin Advisory Group, LLC 2.33% Reduce -5.5% 4,713 $3.1M
VeraBank, N.A. 0.56% Reduce -2.6% 4,712 $3.1M
Hurley Capital, LLC 1.64% Add +14.8% 4,700 $3.1M
Dala Group, LLC 2.55% Add +15.3% 4,697 $3.1M
QVT Financial LP 0.24% New 4,696 $3.1M
Ameraudi Asset Management, Inc. 1.66% Add +0.1% 4,692 $3.1M
Olde Wealth Management, LLC 0.97% Reduce -5.8% 4,680 $3.1M
MPS Loria Financial Planners, LLC 0.80% Reduce -0.5% 4,686 $3.0M
Asset Management Group, Inc. 0.49% Reduce -6.4% 4,675 $3.0M
Rollins Financial Advisors, LLC 0.48% Reduce -1.0% 4,674 $3.0M
Advyzon Investment Management, LLC 0.27% Add +0.6% 4,658 $3.0M
Sierra Summit Advisors LLC 0.44% Add +2.0% 4,654 $3.0M
WorthPointe, LLC 0.82% Reduce -36.8% 4,639 $3.0M
1834 Investment Advisors Co. 0.38% Reduce -2.3% 4,633 $3.0M
Asset Allocation & Management Company, LLC 1.13% Reduce -7.0% 4,631 $3.0M
Permanent Capital Management, LP 0.47% No change 4,185 $3.0M
Merkkuri Wealth Advisors LLC 1.99% Reduce -4.8% 4,612 $3.0M
Power Wealth Management LLC 1.12% Add +1.3% 4,608 $3.0M
Fortem Financial Group, LLC 0.75% Reduce -4.0% 4,604 $3.0M
Consilium Wealth Advisory, LLC 1.02% Add +5.6% 4,600 $3.0M
Axiom Investment Management LLC 2.28% — 4,599 $3.0M
Evergreen Advisors, LLC 0.70% Reduce -10.2% 4,599 $3.0M
Werba Rubin Papier Wealth Management 0.42% Reduce -7.1% 4,598 $3.0M
Merrion Investment Management Co, LLC 1.61% No change 4,597 $3.0M
Spectrum Wealth Advisory Group, LLC 1.11% Add +2.3% 4,583 $3.0M
Ascension Capital Advisors, Inc. 0.94% Add +110.6% 4,582 $3.0M
Maple Capital Management, Inc. 0.20% Add +1.6% 4,577 $3.0M
Centurion Wealth Management LLC 0.67% Reduce -4.6% 4,566 $3.0M
Ameriflex Group, Inc. 1.50% Add +30.4% 4,551 $3.0M
Newman Dignan & Sheerar, Inc. 0.62% Reduce -0.4% 4,550 $3.0M
Kohmann Bosshard Financial Services, LLC 0.29% Add +36.8% 4,549 $3.0M
Equita Financial Network, Inc. 0.93% Reduce -0.1% 4,546 $3.0M
Barnes Wealth Management Group, Inc 1.49% Reduce -2.9% 4,524 $2.9M
TPG Advisors LLC 1.83% Add +1.3% 4,509 $2.9M
WealthSpring Partners, LLC 2.69% Reduce -0.9% 4,507 $2.9M
Pennington Partners & Co., LLC 1.00% Add +290.2% 4,487 $2.9M
BCS Wealth Management 0.60% Reduce -48.4% 4,496 $2.9M
Longview Financial Advisors, Inc. 1.78% Reduce -0.5% 4,482 $2.9M
Adkins Seale Capital Management LLC 2.88% Reduce -0.3% 4,481 $2.9M
Root Financial Partners, LLC 0.13% Add +26.9% 4,481 $2.9M
NorthStar Asset Management LLC 1.40% Reduce -2.1% 4,465 $2.9M
Cahaba Wealth Management, Inc. 0.20% Reduce -0.9% 4,452 $2.9M
Madrona Financial Services, LLC 0.63% Reduce -9.8% 4,451 $2.9M
Searle & Co. 0.73% Reduce -10.1% 4,450 $2.9M
OMNI 360 Wealth, Inc. 1.49% Add +0.2% 4,449 $2.9M
Independent Wealth Advisors LLC 2.84% Add +9.9% 4,443 $2.9M
Arbor Wealth Advisors LLC 2.03% No change 4,441 $2.9M
Wellington Shields Capital Management, LLC 0.43% Reduce -2.6% 4,434 $2.9M
Cordgrass Capital Advisors, LLC 0.67% Add +38.8% 4,422 $2.9M
Red Lighthouse Investment Management, LLC 0.97% New 4,417 $2.9M
Seizert Capital Partners, LLC 0.13% Add +21.7% 4,413 $2.9M
Hillman Co. 1.12% No change 4,411 $2.9M
Ironwood Financial, llc 0.50% Reduce -1.3% 4,406 $2.9M
City State Bank 0.74% Add +0.8% 4,398 $2.9M
Banque Transatlantique SA 0.07% Add +591.0% 4,388 $2.9M
Bull Street Advisors, LLC 1.41% Reduce -1.1% 4,392 $2.9M
Anchyra Partners LLC 0.86% Add +1.0% 4,383 $2.9M
Cooksen Wealth, LLC 2.07% No change 4,379 $2.8M
Axis Wealth Partners, LLC 1.51% Reduce -7.6% 4,375 $2.8M
YANKCOM Partnership 1.17% No change 4,366 $2.8M
Washington Trust Bank 0.21% No change 4,365 $2.8M
Affinity Capital Advisors, LLC 0.40% Reduce -0.7% 4,364 $2.8M
Trust Co. of Toledo NA 0.27% Add +4.6% 4,364 $2.8M
SkyOak Wealth, LLC 0.52% Add +0.7% 4,363 $2.8M
ARS Wealth Advisors Group, LLC 0.24% Add +2.1% 4,363 $2.8M
Paces Ferry Wealth Advisors, LLC 1.18% Add +0.2% 4,362 $2.8M
Clearbridge Investments, LLC 0.00% Reduce -94.3% 4,360 $2.8M
Center for Financial Planning, Inc. 0.30% Reduce -2.5% 4,352 $2.8M
Archford Capital Strategies, LLC 0.32% Add +3.7% 4,352 $2.8M
Oarsman Capital, Inc. 0.35% Reduce -8.2% 4,350 $2.8M
Cooper/Haims Advisors, LLC 1.33% Reduce -2.3% 4,345 $2.8M
White Lighthouse Investment Management Inc. 0.39% Add +5.5% 4,342 $2.8M
Lake Street Private Wealth, LLC 0.36% Add +2.9% 4,335 $2.8M
Ceeto Capital Group, LLC 0.86% Reduce -5.7% 4,320 $2.8M
Aurelius Family Office LLC 1.22% Reduce -6.5% 4,331 $2.8M
Private Capital Advisors, Inc. 0.32% Reduce -25.2% 4,322 $2.8M
NerdWallet Wealth Partners, LLC 1.23% New 4,320 $2.8M
BWM Planning, LLC 0.74% Add +0.2% 4,320 $2.8M
Arch Global Advisors, LLC 1.47% — 4,318 $2.8M
AlpenGlobal Capital LLC 1.78% — 4,309 $2.8M
Fiduciary Financial Group, LLC 0.37% Reduce -2.1% 4,305 $2.8M
Koss-Olinger Consulting, LLC 0.23% Reduce -6.5% 4,299 $2.8M
Kelleher Financial Advisors 0.71% Add +0.4% 4,298 $2.8M
Financial Synergies Wealth Advisors, Inc. 0.27% Add +2.9% 4,285 $2.8M
Mathes Company, Inc. 1.02% No change 4,280 $2.8M
BNC Wealth Management, LLC 0.77% Reduce -1.6% 4,267 $2.8M
Kiley Juergens Wealth Management, LLC 0.49% New 4,267 $2.8M
Trevian Wealth Management LLC 1.37% Add +1.5% 4,254 $2.8M
Tufton Capital Management 0.50% Reduce -1.4% 4,252 $2.8M
Shelton Capital Management 0.06% Add +21.4% 4,245 $2.8M
ProVise Management Group, LLC 0.20% Reduce -2.1% 4,239 $2.8M
D L Carlson Investment Group Inc. 0.47% Reduce -1.0% 4,236 $2.8M
American Capital Advisory, LLC 1.12% Reduce -4.8% 4,235 $2.8M
Old Peak Finance LLC 1.61% Reduce -2.5% 4,229 $2.8M
Realta Investment Advisors 0.95% Reduce -8.7% 4,229 $2.8M
McDaniel Terry & Co. 0.23% No change 4,218 $2.7M
Baron Silver Stevens Financial Advisors, LLC 0.40% No change 4,213 $2.7M
River Street Advisors LLC 0.92% Reduce -1.9% 4,197 $2.7M
CM Wealth Advisors LLC 0.58% No change 4,174 $2.7M
Team Hewins, LLC 0.81% Reduce -0.4% 4,169 $2.7M
Bluedoor Private Wealth, LLC 1.26% Add +1.9% 4,177 $2.7M
Allred Capital Management, LLC 0.99% Add +0.2% 4,175 $2.7M
Chesapeake Asset Management LLC 2.17% Add +0.0% 4,165 $2.7M
Astoria Portfolio Advisors LLC. 0.58% Reduce -1.3% 3,785 $2.7M
TBH Global Asset Management, LLC 0.54% Reduce -12.6% 4,158 $2.7M
Traphagen Investment Advisors LLC 0.22% Add +6.4% 4,142 $2.7M
Rockwood Wealth Management, LLC 0.19% Add +8.8% 4,137 $2.7M
Aull & Monroe Investment Management Corp 1.25% Reduce -7.2% 4,128 $2.7M
Roberts Wealth Advisors, LLC 0.68% Add +26.8% 4,127 $2.7M
Stone Summit Wealth LLC 0.75% Reduce -0.6% 4,127 $2.7M
Grange Capital, LLC 2.67% Reduce -4.0% 4,125 $2.7M
Capstone Financial Advisors, Inc. 0.14% Reduce -4.1% 4,123 $2.7M
Portus Wealth Advisors, LLC 2.52% Add +19.0% 4,119 $2.7M
Meramec Financial Planners, LLC 1.06% Reduce -22.3% 3,775 $2.7M
Bulltick Wealth Management, LLC 0.59% Add +14.0% 4,096 $2.7M
Duncan Williams Asset Management, LLC 0.74% Reduce -22.4% 4,096 $2.7M
General Partner, Inc. 1.62% No change 4,088 $2.7M
Able Wealth Management LLC 0.71% Add +29.0% 4,078 $2.7M
Sterling Investment Counsel, LLC 0.74% Reduce -0.4% 4,072 $2.6M
Annis Gardner Whiting Capital Advisors, LLC 0.42% Reduce -0.1% 4,058 $2.6M
Miramar Fiduciary Corp 2.17% No change 4,056 $2.6M
O'ROURKE & COMPANY, Inc 1.05% Add +3.7% 4,064 $2.6M
Owlhouse Capital LP 3.51% New 4,059 $2.6M
Wallington Asset Management, LLC 0.35% Reduce -0.8% 4,055 $2.6M
Impact Capital Partners LLC 0.80% Add +1.9% 4,053 $2.6M
Blue Chip Partners, LLC 0.19% Reduce -1.5% 4,047 $2.6M
Tudor Financial Inc. 1.35% Add +1.0% 4,047 $2.6M
Legacy Financial Advisors, Inc. 0.37% Reduce -20.7% 4,037 $2.6M
Global Assets Advisory, LLC 0.75% Add +25.5% 5,011 $2.6M
J. Derek Lewis & Associates Inc. 0.59% Add +1.1% 4,020 $2.6M
Graybill Wealth Management, LTD. 0.80% Add +1.2% 4,015 $2.6M
Insight 2811, Inc. 1.13% Add +1.6% 4,008 $2.6M
Spring Capital Management, LLC 1.32% No change 4,004 $2.6M
Highlander Partners, L.P. 1.02% No change 4,000 $2.6M
WealthPoint Financial, LLC 2.17% Reduce -0.8% 3,993 $2.6M
Manchester Financial Inc. 0.50% Reduce -17.1% 3,990 $2.6M
Midwest Financial Group LLC 1.11% Add +24.8% 3,987 $2.6M
Bearing Point Capital, LLC 0.41% Reduce -28.8% 3,987 $2.6M
Flaharty Asset Management, LLC 0.32% Reduce -4.3% 3,982 $2.6M
Stonehage Fleming Financial Services Holdings Ltd 0.09% No change 3,978 $2.6M
Canal Capital Management, LLC 0.35% Add +1.9% 3,974 $2.6M
Burford Brothers, Inc. 1.06% Reduce -18.1% 3,971 $2.6M
Resources Management Corp. /CT/ 0.34% Reduce -1.9% 3,969 $2.6M
Sculati Wealth Management, LLC 0.95% No change 3,966 $2.6M
1015 Capital Partners, LLC 2.50% No change 3,950 $2.6M
WNY Asset Management, LLC 0.27% — 3,948 $2.6M
James Investment Research, Inc. 0.29% Reduce -1.4% 3,946 $2.6M
Panoramic Capital Partners, LLC 1.58% Add +0.9% 3,943 $2.6M
Rydar Equities, Inc. 1.98% Reduce -4.0% 3,937 $2.6M
Olistico Wealth, LLC 1.26% Reduce -16.1% 3,933 $2.6M
Goodman Financial Corp 0.44% Reduce -0.1% 3,932 $2.6M
Synergy Asset Management, LLC 0.27% Reduce -80.2% 3,922 $2.6M
Register Financial Advisors LLC 0.94% Add +0.0% 3,921 $2.6M
Alterna Wealth Management, Inc. 1.93% Reduce -18.8% 3,914 $2.5M
Comprehensive Financial Planning, Inc. 1.76% Add +1.0% 3,906 $2.5M
Kornitzer Capital Management Inc. 0.06% Add +1.6% 3,904 $2.5M
McIlrath & Eck, LLC 0.19% Reduce -8.2% 3,900 $2.5M
Congress Asset Management Co. 0.02% Add +5.4% 3,881 $2.5M
Chung Wu Investment Group, LLC 2.17% No change 3,880 $2.5M
Eagle Rock Investment Company, LLC 0.36% Add +0.5% 3,862 $2.5M
Wedgewood Investors Inc. 2.88% Reduce -1.7% 3,860 $2.5M
Leigh Baldwin & Co., LLC 1.62% Reduce -18.6% 3,856 $2.5M
Tidemark, LLC 0.64% Add +0.6% 3,849 $2.5M
Cambridge Advisors Inc. 0.49% No change 3,848 $2.5M
MV Capital Management, Inc. 0.25% Reduce -14.0% 3,846 $2.5M
Sawgrass Asset Management LLC 0.38% No change 3,845 $2.5M
CFC Planning Co LLC 1.80% Reduce -11.3% 3,837 $2.5M
HBK Investments L P 0.03% Add +166.7% 3,832 $2.5M
Goldstein Advisors, LLC 0.28% No change 3,832 $2.5M
Bright Financial Advisors, Inc. 1.14% Add +16.4% 3,831 $2.5M
Evelyn Partners Asset Management Ltd 0.61% Add +11.9% 3,824 $2.5M
Quotient Wealth Partners, LLC 0.07% Add +3.1% 3,821 $2.5M
Lazari Capital Management, Inc. 0.87% Reduce -0.9% 3,819 $2.5M
Cadinha & Co. LLC 0.46% Reduce -15.4% 3,817 $2.5M
Redwood Family Wealth LLC 2.44% Reduce -2.3% 3,816 $2.5M
Hughes Financial Services, LLC 0.38% Reduce -2.0% 3,816 $2.5M
Yardley Wealth Management LLC 1.27% Reduce -9.4% 3,811 $2.5M
Signet Financial Management, LLC 0.28% Reduce -0.1% 3,795 $2.5M
Pacific Center for Financial Services 0.63% Reduce -22.8% 3,794 $2.5M
Laffer Tengler Investments, Inc. 0.43% Reduce -17.6% 3,793 $2.5M
Gradient Investments LLC 0.04% Reduce -11.1% 3,787 $2.5M
United Advisor Group, LLC 0.30% Add +10.7% 3,785 $2.5M
Silvia McColl Wealth Management, LLC 1.62% Reduce -5.0% 3,786 $2.5M
Ridgecrest Wealth Partners, LLC 1.36% Add +11.8% 3,781 $2.5M
Yacktman Asset Management 0.03% Reduce -88.3% 3,768 $2.5M
CFO4Life Group, LLC 0.37% Reduce -0.2% 3,758 $2.4M
Steelhead Wealth Management LLC 1.24% — 3,759 $2.4M
Polen Capital Management LLC 0.02% Reduce -44.1% 3,757 $2.4M
Telos Capital Management, Inc. 0.23% Reduce -12.6% 3,755 $2.4M
B&D White Capital Company, LLC 0.30% Add +28.6% 3,752 $2.4M
ICW Investment Advisors LLC 0.88% Reduce -22.5% 3,749 $2.4M
Westside Investment Management, Inc. 0.37% Add +3.3% 3,742 $2.4M
Sheets Smith Wealth Management 0.27% Add +1.0% 3,734 $2.4M
Erickson Financial Group, LLC 1.52% Reduce -5.0% 3,731 $2.4M
Horizon Investments, LLC 0.03% Add +77.2% 3,714 $2.4M
Members Wealth LLC 1.44% Add +0.2% 3,393 $2.4M
ICG Advisors, LLC 9.41% Reduce -17.1% 3,704 $2.4M
Everpar Advisors LLC 0.83% Add +10.7% 3,703 $2.4M
First Commonwealth Financial Corp 0.38% Reduce -14.4% 3,700 $2.4M
October Effect Ltd 2.77% Add +27.7% 3,695 $2.4M
Costello Asset Management, INC 0.83% Add +2.7% 3,687 $2.4M
Chemistry Wealth Management LLC 0.42% Add +3.2% 3,681 $2.4M
Suncoast Equity Management 0.29% Reduce -32.5% 3,676 $2.4M
Renaissance Investment Group LLC 0.51% Add +2.1% 3,672 $2.4M
Grandfield & Dodd, LLC 0.13% Reduce -4.1% 3,663 $2.4M
JNBA Financial Advisors 0.20% Reduce -1.4% 3,659 $2.4M
Grove Street Fiduciary, LLC 1.05% No change 3,651 $2.4M
Barr E S & Co. 0.14% Reduce -0.3% 3,651 $2.4M
Williams & Novak, LLC 1.78% Reduce -2.2% 3,623 $2.4M
LMCG Investments, LLC 0.14% Reduce -83.6% 3,648 $2.4M
Ebert Capital Management Inc. 2.42% Reduce -3.7% 3,647 $2.4M
Net Worth Advisory Group 0.49% Reduce -1.8% 3,645 $2.4M
RTD Financial Advisors, Inc. 0.29% Add +9.9% 3,645 $2.4M
NINE MASTS CAPITAL Ltd 0.52% Reduce -96.5% 3,639 $2.4M
United Bank 0.30% Reduce -46.0% 3,638 $2.4M
Affinity Wealth Management LLC 0.36% No change 3,635 $2.4M
NWM Advisors, LLC 2.15% Add +2.4% 3,631 $2.4M
Manhattan West Asset Management, LLC 0.46% Reduce -1.0% 3,629 $2.4M
Green Ridge Wealth Planning LLC 1.24% Reduce -0.4% 3,629 $2.4M
Uptown Financial Advisors LLC 1.91% Reduce -0.4% 3,628 $2.4M
Investors Asset Management of Georgia Inc. /Ga/ 0.97% Add +5.2% 3,626 $2.4M
Eldridge Investment Advisors, Inc. 0.52% Add +0.7% 3,624 $2.4M
Boothbay Fund Management, LLC 0.06% Reduce -91.5% 3,621 $2.4M
BCR Wealth Strategies, LLC 0.74% No change 3,620 $2.4M
Lionshead Wealth Management, LLC 1.73% No change 3,617 $2.4M
Boreal Capital Management LLC 2.27% Add +0.0% 1 $2.3M
Blueline Advisors LLC 1.82% Reduce -5.7% 3,605 $2.3M
Founders Financial Securities LLC 0.13% Reduce -8.0% 3,446 $2.3M
Castellan Group 0.32% Reduce -67.0% 3,600 $2.3M
Wallace Advisory Group, LLC 2.50% Reduce -2.6% 3,600 $2.3M
Burney Co./ 0.07% Reduce -51.5% 3,600 $2.3M
Murphy & Mullick Capital Management Corp 1.73% Add +0.3% 3,600 $2.3M
Hanson & Doremus Investment Management 0.27% Add +20.8% 3,597 $2.3M
BLVD Private Wealth, LLC 2.03% Reduce -2.1% 3,596 $2.3M
Quantbot Technologies LP 0.10% New 3,593 $2.3M
Abundance Wealth Counselors 0.34% Add +35.3% 3,591 $2.3M
J.P. Marvel Investment Advisors, LLC 0.33% No change 3,582 $2.3M
Flagstar Securities, Inc. 0.84% Reduce -29.3% 3,564 $2.3M
Whalerock Point Partners, LLC 0.47% Reduce -5.7% 3,573 $2.3M
Melfa Wealth Management, Inc. 1.33% Add +1.0% 3,570 $2.3M
Modus Advisors, LLC 0.64% Add +5.6% 3,567 $2.3M
Osprey Private Wealth LLC 0.67% Add +4.2% 3,567 $2.3M
Cranbrook Wealth Management, LLC 0.47% Reduce -0.6% 3,566 $2.3M
Mane Global Capital Management LP 0.24% New 3,565 $2.3M
Evelyn Partners Investment Management LLP 0.06% No change 3,559 $2.3M
HBW Advisory Services LLC 0.24% Reduce -0.7% 3,553 $2.3M
Leith Wheeler Investment Counsel Ltd. 0.19% Reduce -1.0% 3,550 $2.3M
Wagner Wealth Management, LLC 0.47% Reduce -2.8% 3,550 $2.3M
Integrity Wealth Partners, LLC 2.07% — 3,534 $2.3M
SmartHarvest Portfolios, LLC 0.96% Add +12.1% 3,531 $2.3M
United Community Bank 0.77% Add +106.9% 3,529 $2.3M
Private Wealth Asset Management, LLC 0.24% Reduce -0.3% 3,522 $2.3M
Baldwin Wealth Partners LLC 0.17% Reduce -1.4% 3,512 $2.3M
Santori & Peters, Inc. 0.71% Add +4.5% 3,510 $2.3M
GoalVest Advisory LLC 0.45% Add +26.0% 3,508 $2.3M
Chickasaw Capital Management LLC 0.08% Reduce -5.1% 3,506 $2.3M
Revisor Wealth Management LLC 0.63% Reduce -5.0% 3,486 $2.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.53% No change 3,492 $2.3M
Mosaic Advisors LLC 3.41% New 3,180 $2.3M
Allegiance Financial Group Advisory Services LLC 0.45% Add +0.3% 3,490 $2.3M
Haven Private, LLC 0.99% Add +74.8% 3,485 $2.3M
Auour Investments LLC 0.71% Add +2.0% 3,477 $2.3M
Maia Wealth LLC 0.38% Reduce -6.8% 3,477 $2.3M
Mainstream Capital Management LLC 1.52% No change 3,473 $2.3M
Hoese & Co LLP 1.67% Reduce -12.5% 3,466 $2.3M
Fairview Capital Investment Management, LLC 0.12% Reduce -2.9% 3,463 $2.3M
Hippocratic Financial Advisors, LLC 0.99% Add +0.1% 3,463 $2.3M
Tritonpoint Wealth, LLC 0.24% Reduce -1.0% 3,451 $2.3M
Tortuga Wealth Management, Inc 2.10% Add +1.1% 3,456 $2.2M
First County Bank 1.21% Reduce -26.0% 3,459 $2.2M
Marshall Financial Group, LLC 0.36% Reduce -1.1% 3,457 $2.2M
Tannin Capital LLC 1.63% Reduce -1.3% 3,449 $2.2M
Park Place Capital Corp 0.45% Add +1.0% 3,439 $2.2M
Agate Pass Investment Management, LLC 0.88% Reduce -1.7% 3,437 $2.2M
Valley National Advisers Inc. 0.29% Add +0.8% 3,435 $2.2M
Nikulski Financial, Inc. 0.55% Reduce -29.7% 3,428 $2.2M
Bradley & Co. Private Wealth Management, LLC 1.17% No change 3,416 $2.2M
River Wealth Advisors LLC 0.26% Reduce -6.7% 3,414 $2.2M
Delta Capital Management LLC 1.24% No change 3,410 $2.2M
Community Financial Services Group, LLC 0.39% Add +22.3% 3,383 $2.2M
Coyle Financial Counsel LLC 0.47% Add +8.3% 3,408 $2.2M
Violich Capital Management, Inc. 0.26% Reduce -4.5% 3,407 $2.2M
Red Wave Investments LLC 0.66% Add +1.1% 3,403 $2.2M
Spectrum Asset Management, Inc. (NB/CA) 0.70% Add +22.0% 3,393 $2.2M
Blue Zone Wealth Advisors, LLC 0.45% Add +62.0% 3,398 $2.2M
SYM FINANCIAL Corp 0.22% Add +0.2% 3,397 $2.2M
Somerset Group LLC 1.64% No change 3,110 $2.2M
Spinnaker Investment Group, LLC 0.45% Reduce -36.0% 3,395 $2.2M
Optimist Retirement Group LLC 0.97% Add +1.5% 3,389 $2.2M
Alpha Zero LLC 1.11% Reduce -17.1% 3,384 $2.2M
Transce3nd, LLC 19.51% Reduce -4.1% 3,379 $2.2M
Paragon Private Wealth Management, LLC 0.69% Add +58.1% 3,373 $2.2M
Spartan Wealth Advisory Services LLC 0.19% — 3,370 $2.2M
Bernard Wealth Management Corp. 0.93% Add +31.5% 3,363 $2.2M
Bannerstone Capital Management, LLC 2.03% Add +23.0% 3,999 $2.2M
Brand Asset Management Group, Inc. 0.57% Reduce -1.6% 3,355 $2.2M
TFC Financial Management, Inc. 0.27% Add +18.0% 3,355 $2.2M
Buckhead Capital Management LLC 0.82% Add +12.7% 3,355 $2.2M
JT Stratford LLC 0.28% Add +35.8% 3,352 $2.2M
Hegarty Advisors, LLC 1.72% Add +1.1% 3,349 $2.2M
Retireful, LLC 3.07% Reduce -46.5% 3,348 $2.2M
Winebrenner Capital Management LLC 1.40% Reduce -0.1% 3,348 $2.2M
CapWealth Advisors, LLC 0.20% Reduce -2.6% 3,344 $2.2M
Balance Wealth Partners LLC 0.67% Add +11.1% 3,333 $2.2M
Diesslin Group, Inc. 0.97% Add +0.3% 3,326 $2.2M
Founders Grove Wealth Partners, LLC 0.49% Reduce -2.5% 3,323 $2.2M
Catalina Capital Group, LLC 1.32% Reduce -0.7% 3,318 $2.2M
Tred Avon Family Wealth, LLC 0.72% Add +0.1% 3,317 $2.2M
Tableaux LLC 1.04% Add +0.1% 3,317 $2.2M
KMT Wealth Management, LLC 1.17% Add +63.6% 3,314 $2.2M
Alaethes Wealth, LLC 0.62% Reduce -40.2% 3,303 $2.2M
CoreFirst Bank & Trust 1.14% Reduce -0.8% 3,312 $2.2M
360 Financial, Inc. 0.65% Add +0.0% 3,309 $2.2M
Sunpointe, LLC 0.70% Reduce -0.4% 3,307 $2.2M
Pathway Financial Advisers, LLC 0.61% Add +2.0% 3,298 $2.1M
Fortress Private Ledger, LLC 0.67% Reduce -29.9% 3,297 $2.1M
Consilio Wealth Advisors, LLC 0.63% Reduce -5.8% 3,295 $2.1M
D.B. Root & Company, LLC 0.51% Add +15.5% 3,293 $2.1M
Astra Wealth Partners LLC 1.35% No change 3,284 $2.1M
Core Wealth Advisors, Inc. 0.51% Add +0.3% 3,293 $2.1M
Campbell Deegan Wealth Management, LLC 1.71% Reduce -4.0% 3,270 $2.1M
Fulton Bank, N.A. 0.07% Add +27.6% 3,268 $2.1M
Main Street Research LLC 0.12% Add +22.5% 3,263 $2.1M
Valley Wealth Managers, Inc. 0.14% Reduce -30.8% 3,259 $2.1M
Hopwood Nicholas Hunter 0.67% Reduce -1.2% 3,255 $2.1M
Callahan Advisors, LLC 0.18% Reduce -0.3% 3,242 $2.1M
McBroom & Associates, LLC 1.17% Reduce -6.4% 3,238 $2.1M
Financial Council, LLC 0.81% Add +22.3% 3,236 $2.1M
Disciplined Investments, LLC 0.75% Reduce -12.7% 3,233 $2.1M
Occidental Asset Management, LLC 0.25% Add +18.5% 3,230 $2.1M
Ahara Advisors LLC 1.76% Reduce -4.5% 3,229 $2.1M
Navigation Wealth Management, Inc. 7.57% Reduce -94.5% 3,228 $2.1M
Sterling Investment Advisors, Ltd. 0.38% Reduce -0.6% 3,220 $2.1M
Petersen Hastings Wealth Advisors Inc. 0.19% Add +1.0% 3,219 $2.1M
Aire Advisors, LLC 0.38% Add +8.8% 3,216 $2.1M
Good Steward Wealth Advisors,LLC 1.34% Reduce -0.3% 3,214 $2.1M
Falcon Wealth Planning 0.14% Add +2.7% 3,207 $2.1M
Ethic Inc. 0.03% Add +106.3% 3,201 $2.1M
CFS Investment Advisory Services, LLC 0.14% Reduce -1.5% 2,931 $2.1M
Randolph Co Inc 0.20% No change 3,200 $2.1M
Warren Street Wealth Advisors, LLC 0.53% No change 3,199 $2.1M
DGS Capital Management, LLC 0.34% Reduce -19.7% 3,194 $2.1M
SP Asset Management LLC 0.18% Reduce -38.5% 3,193 $2.1M
Vines Capital Management, LLC 2.06% No change 3,191 $2.1M
Droms Strauss Advisors Inc. /Mo/ 0.54% Reduce -4.2% 3,182 $2.1M
Oxbow Advisors, LLC 0.18% Add +1.6% 3,170 $2.1M
Selective Wealth Management, Inc. 0.61% Reduce -7.8% 2,896 $2.1M
Granville Capital, Inc. 1.08% Add +0.2% 3,167 $2.1M
Strategic Advisors LLC 0.34% Add +2.7% 3,166 $2.1M
Junk Investment Group, LLC 1.08% — 3,163 $2.1M
Widmann Financial Services, Inc. 1.22% Reduce -0.6% 3,156 $2.1M
Bayshore Capital Advisors, LLC 0.87% Reduce -25.9% 3,155 $2.1M
Edgar Lomax Co. 0.15% No change 3,150 $2.0M
Cherrydale Wealth Management, LLC 0.63% Reduce -28.7% 3,147 $2.0M
One Charles Private Wealth Services, LLC 0.51% Add +2.4% 3,147 $2.0M
Zevenbergen Capital Investments LLC 0.06% Reduce -19.9% 3,145 $2.0M
Victory Financial Group, LLC 0.25% Reduce -20.2% 3,143 $2.0M
Reflection Asset Management 1.25% Add +66.4% 2,850 $2.0M
Wealth Group Ltd 0.46% Add +0.8% 3,137 $2.0M
Carl P. Sherr & Co., LLC 0.96% No change 3,133 $2.0M
Cherry Tree Wealth Management, LLC 0.43% Reduce -7.3% 3,128 $2.0M
Delta Asset Management LLC 0.18% No change 3,118 $2.0M
Sentry LLC 0.64% Reduce -0.0% 3,113 $2.0M
McKinley Carter Wealth Services, Inc. 0.12% Reduce -0.9% 3,112 $2.0M
Cannon Financial Strategists, Inc. 0.27% Reduce -0.2% 3,110 $2.0M
Sonoma Allocations LLC 0.70% Reduce -3.9% 3,073 $2.0M
Buck Wealth Strategies, LLC 0.25% Reduce -5.1% 3,106 $2.0M
Aventura Private Wealth, LLC 0.74% Add +4.1% 3,093 $2.0M
Ami Asset Management Corp. 0.13% Reduce -16.6% 3,086 $2.0M
FSA Advisors, Inc. 1.32% Reduce -77.1% 3,084 $2.0M
21 West Wealth Management LLC 1.86% Reduce -1.2% 3,083 $2.0M
Manske Wealth Management 0.56% Reduce -0.0% 3,082 $2.0M
Ponta Wealth Partners, LLC 1.61% New 3,080 $2.0M
Expressive Wealth LLC 1.90% Reduce -0.3% 2,716 $2.0M
TrueWealth Financial Partners 0.79% New 3,059 $2.0M
Wallace Capital Management Inc. 0.23% Add +6.5% 3,052 $2.0M
MSH Capital Advisors LLC 0.42% Reduce -7.9% 3,037 $2.0M
Encompass More Asset Management 0.33% Reduce -91.3% 3,035 $2.0M
Fiduciary Family Office, LLC 0.56% Add +0.5% 3,028 $2.0M
EJMK Ventures LLC 1.10% Reduce -2.6% 3,022 $2.0M
Westfuller Advisors, LLC 0.85% Add +10.2% 3,007 $2.0M
Elevatus Welath Management 1.03% Reduce -16.6% 3,014 $2.0M
Means Investment Co., Inc. 0.17% Add +0.2% 3,010 $2.0M
Clarity Financial LLC 0.21% Add +10.3% 3,010 $2.0M
Meyer Handelman Co. 0.06% Reduce -4.4% 3,008 $2.0M
Am Investment Strategies LLC 0.43% Add +0.2% 3,001 $2.0M
Senator Investment Group LP 0.09% No change 3,000 $2.0M
Glaxis Capital Management, LLC 2.44% Reduce -70.0% 3,000 $2.0M
MYDA Advisors LLC 0.46% New 3,000 $2.0M
HITE Hedge Asset Management LLC 0.11% No change 3,000 $2.0M
Banta Asset Management LP 1.96% Add +0.7% 2,998 $1.9M
Frisch Financial Group, Inc. 0.41% Add +0.1% 2,986 $1.9M
Heartwood Wealth Advisors LLC 0.17% Add +1.5% 2,992 $1.9M
Upper Left Wealth Management, LLC 1.15% Add +11.0% 2,989 $1.9M
Sutton Place Investors LLC 1.06% Add +2.3% 2,989 $1.9M
Shepherd Street Advisors LLC 1.91% Reduce -1.0% 2,985 $1.9M
Bill Few Associates, Inc. 0.47% Add +0.2% 2,984 $1.9M
Proathlete Wealth Management LLC 0.54% Add +0.2% 2,982 $1.9M
Floyd Financial Group LLC 1.29% Add +0.5% 2,770 $1.9M
Arq Wealth Advisors, LLC 0.35% Add +88.5% 2,981 $1.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.80% Add +4.2% 2,970 $1.9M
Great Diamond Partners, LLC 0.37% Reduce -87.0% 2,970 $1.9M
Shaker Investments LLC 0.88% Reduce -0.6% 2,965 $1.9M
Sather Financial Group Inc 0.12% Reduce -0.5% 2,959 $1.9M
Bonfire Financial 1.45% Add +0.2% 2,949 $1.9M
AssuredPartners Investment Advisors, LLC 0.21% Reduce -55.2% 2,919 $1.9M
Country Trust Bank 0.04% Reduce -7.2% 2,956 $1.9M
Charles Schwab Trust Co 0.12% Reduce -26.7% 2,956 $1.9M
Beaton Management Co. Inc. 0.86% No change 2,955 $1.9M
Accredited Investor Services, LLC 1.23% Add +9.2% 2,955 $1.9M
Taylor Financial Group, Inc. 1.16% No change 2,955 $1.9M
Financial Life Planners 1.47% Reduce -0.8% 2,946 $1.9M
Stonebrook Private Inc. 0.41% Reduce -0.4% 2,946 $1.9M
Tidal Investments LLC 0.01% Add +195.0% 2,944 $1.9M
Forthright Family Wealth Advisory LLC 1.28% New 3,655 $1.9M
May Hill Capital, LLC 0.48% Add +0.0% 2,936 $1.9M
Seek First Inc. 1.35% Add +0.2% 2,935 $1.9M
Hall Laurie J Trustee 0.67% Add +1.0% 2,935 $1.9M
Garton & Associates Financial Advisors LLC 1.56% Reduce -12.6% 2,932 $1.9M
Byrne Financial Freedom, LLC 0.91% Reduce -1.8% 2,932 $1.9M
Argentarii, LLC 0.67% Reduce -1.9% 2,932 $1.9M
Lumbard & Kellner, LLC 0.66% No change 2,932 $1.9M
National Wealth Management Group, LLC 0.71% Reduce -19.4% 2,930 $1.9M
Trillium Asset Management, LLC 0.06% Reduce -11.4% 2,984 $1.9M
Warburton Capital Management, LLC 0.93% No change 2,801 $1.9M
Wealth Alliance Advisory Group, LLC 0.30% Reduce -18.3% 2,926 $1.9M
WESCAP Management Group, Inc. 0.37% No change 2,913 $1.9M
Odyssey Capital Advisors, Inc. 1.70% Add +17.9% 2,913 $1.9M
Portland Financial Advisors Inc 3.93% No change 2,908 $1.9M
Arlington Trust Co LLC 0.17% Reduce -2.6% 2,907 $1.9M
TigerOak Management, L.L.C. 0.59% Reduce -1.8% 2,895 $1.9M
Atlanta Consulting Group Advisors, LLC 0.40% No change 2,884 $1.9M
Gilliland Jeter Wealth Management LLC 0.56% Add +4.8% 2,891 $1.9M
SK Wealth Management, LLC 0.52% No change 2,852 $1.9M
Mandatum Life Insurance Co Ltd 0.42% No change 2,885 $1.9M
Stevens Capital Partners 0.45% Reduce -1.9% 2,883 $1.9M
Significant Wealth Partners LLC 2.31% Reduce -28.2% 2,882 $1.9M
Sava Infond d.o.o. 0.27% No change 2,880 $1.9M
Citizens & Northern Corp. 0.47% No change 2,877 $1.9M
Beirne Wealth Consulting Services, LLC 0.53% No change 2,867 $1.9M
Exchange Bank 1.29% Reduce -0.5% 2,866 $1.9M
Forbes Financial Planning, Inc. 1.08% Reduce -1.1% 2,865 $1.9M
Crown Wealth Group, LLC 0.55% Reduce -41.8% 2,855 $1.9M
BlackDiamond Wealth Management, LLC 0.90% Add +1.9% 2,855 $1.9M
Claret Asset Management Corp 0.22% Add +0.3% 2,851 $1.9M
Aureum Wealth Management, LLC 1.29% Add +2.7% 2,849 $1.9M
Baldwin Investment Management, LLC 0.22% Reduce -30.5% 2,847 $1.9M
Sensible Money, LLC 0.56% Reduce -18.0% 2,846 $1.9M
Mendel Money Management 0.77% Reduce -2.7% 2,844 $1.8M
Bridgewealth Advisory Group, LLC 0.38% Add +7.2% 2,835 $1.8M
North Berkeley Wealth Management, LLC 0.97% Add +3.3% 2,828 $1.8M
Summit Investment Advisory Services, LLC 0.68% Add +0.1% 2,822 $1.8M
Disciplined Investors, L.L.C. 1.09% Add +0.0% 2,809 $1.8M
Peck Wealth Management, LLC 1.83% No change 2,808 $1.8M
Riggs Asset Managment Co. Inc. 0.38% Reduce -56.3% 2,808 $1.8M
Sugar Maple Asset Management, LLC 1.11% Reduce -20.0% 2,803 $1.8M
Trail Ridge Investment Advisors, LLC 0.79% Reduce -5.1% 2,803 $1.8M
Emerald Investment Advisers, LLC 0.16% — 2,803 $1.8M
New Harbor Financial Group, LLC 0.33% New 2,800 $1.8M
Navellier & Associates Inc. 0.19% No change 2,797 $1.8M
TFR Capital, LLC. 0.56% Add +0.0% 2,796 $1.8M
Radnor Capital Management, LLC 0.27% Reduce -0.1% 2,793 $1.8M
Samara Investment Management, LLC 1.88% — 2,787 $1.8M
Campbell Newman Asset Management Inc. 0.15% Add +242.3% 2,786 $1.8M
Independent Wealth Network Inc. 0.54% Reduce -8.4% 2,783 $1.8M
Bank of Marin 1.32% Reduce -3.6% 2,779 $1.8M
Pin Oak Investment Advisors Inc. 1.28% Reduce -17.7% 2,770 $1.8M
Cambridge Financial Group, LLC 0.61% Reduce -10.6% 2,777 $1.8M
Saxony Capital Management, LLC 1.05% Reduce -3.4% 2,776 $1.8M
Pekin Hardy Strauss, Inc. 0.19% Add +9.0% 2,776 $1.8M
Wingate Wealth Advisors, Inc. 0.96% Reduce -12.6% 2,773 $1.8M
Culbertson A N & Co. Inc. 0.23% Reduce -2.9% 2,767 $1.8M
truNorth Financial Services, Inc. 1.86% Add +3.1% 2,766 $1.8M
Granite Bay Wealth Management, LLC 0.38% Reduce -9.9% 2,766 $1.8M
Axecap Investments, LLC 1.24% Add +5.8% 2,762 $1.8M
Trivium Point Advisory, LLC 0.32% Reduce -76.5% 2,759 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.44% Reduce -1.4% 2,756 $1.8M
Nvwm, LLC 0.40% Reduce -84.2% 2,756 $1.8M
Narus Financial Partners, LLC 0.47% Reduce -9.0% 2,751 $1.8M
Pitti Group Wealth Management, LLC 1.45% Add +4.4% 2,751 $1.8M
Corient IA LP 1.68% New 2,750 $1.8M
Gables Capital Management Inc. 0.76% Add +0.4% 2,749 $1.8M
Cowa, LLC 0.52% Add +0.6% 2,748 $1.8M
Silverleafe Capital Partners, LLC 0.54% Add +19.3% 2,746 $1.8M
Mogy Joel R Investment Counsel Inc. 0.11% No change 2,744 $1.8M
Valtinson Bruner Financial Planning LLC 0.49% Add +2.0% 2,744 $1.8M
Clearwater Capital Advisors, LLC 0.14% Add +1.5% 2,743 $1.8M
Gladwyn Financial Advisors, Inc. 1.24% Reduce -25.4% 2,739 $1.8M
Tanager Wealth Management LLP 0.17% Reduce -2.4% 2,738 $1.8M
Sabby Management, LLC 33.61% Add +716.1% 2,734 $1.8M
United Asset Strategies, Inc. 0.14% Reduce -3.0% 2,727 $1.8M
Cora Capital Advisors LLC 0.59% Reduce -0.1% 2,727 $1.8M
Birch Hill Investment Advisors LLC 0.08% Reduce -0.2% 2,724 $1.8M
Acorn Wealth Advisors, LLC 0.52% Reduce -20.6% 2,720 $1.8M
First Bancorp, Inc 0.88% Add +7.7% 2,718 $1.8M
Kavar Capital Partners Group, LLC 0.22% Add +3.0% 2,717 $1.8M
JSF Financial, LLC 0.35% Reduce -1.4% 2,716 $1.8M
Pine Haven Investment Counsel, Inc 1.30% Add +42.7% 2,714 $1.8M
Formidable Asset Management, LLC 0.27% Add +1.0% 2,585 $1.8M
Marshall Investment Management, LLC 0.84% Reduce -64.8% 2,709 $1.8M
American Financial Advisors, LLC 0.23% Reduce -1.8% 2,706 $1.8M
Prosperity Financial Group, Inc. 0.65% Reduce -3.0% 2,705 $1.8M
LexAurum Advisors, LLC 0.23% — 2,705 $1.8M
Bellevue Group AG 0.04% Reduce -12.9% 2,700 $1.8M
Marathon Capital Management 0.40% Reduce -5.4% 2,696 $1.8M
Cane Capital Partners, LLC 0.77% Add +9.6% 2,695 $1.8M
Hudson Portfolio Management LLC 1.48% Reduce -1.0% 2,695 $1.8M
Legacy Financial Group LLC 0.22% Reduce -0.0% 2,683 $1.7M
Core Wealth Partners LLC 0.81% Add +15.8% 2,683 $1.7M
Excalibur Management Corp. 0.63% Reduce -2.5% 2,682 $1.7M
Argyle Capital Partners, LLC 1.26% Reduce -13.2% 2,680 $1.7M
Long Road Investment Counsel, LLC 0.68% No change 2,679 $1.7M
REDW Wealth LLC 0.69% Reduce -14.6% 2,678 $1.7M
A&I Financial Services, LLC 0.82% Add +696.1% 2,675 $1.7M
Ayrshire Capital Management LLC 0.90% Reduce -2.5% 2,673 $1.7M
Westbourne Investment Advisors, Inc. 0.51% Reduce -3.0% 2,673 $1.7M
Lionsbridge Wealth Management LLC 1.75% Add +16.6% 2,669 $1.7M
Unify Financial Advisors 1.81% Reduce -1.7% 2,666 $1.7M
Park Edge Advisors, LLC 0.40% Reduce -42.4% 2,663 $1.7M
Miramar Capital, LLC 0.39% Add +0.3% 2,662 $1.7M
Index Fund Advisors, Inc. 0.08% Reduce -0.3% 2,655 $1.7M
Davidson Kahn Capital Management, LLC 0.92% Reduce -3.6% 2,655 $1.7M
Cambridge Capital Management, LLC 0.74% No change 2,652 $1.7M
Trace Wealth Advisors, LLC 1.29% Add +241.9% 2,650 $1.7M
Magnolia Capital Advisors LLC 0.34% Add +109.6% 2,645 $1.7M
Cape Ann Savings Bank 0.86% Reduce -0.2% 2,644 $1.7M
Advanced Asset Management Advisors Inc 0.47% No change 2,641 $1.7M
Hutchens & Kramer Investment Management Group, LLC 0.54% Add +6.0% 2,637 $1.7M
Lantz Financial LLC 0.35% Add +0.1% 2,637 $1.7M
Regency Capital Management Inc.\DE 0.77% Add +5.8% 2,632 $1.7M
Wealth Care LLC 1.52% — 2,628 $1.7M
CORDA Investment Management, LLC. 0.12% Reduce -23.7% 2,626 $1.7M
Strata Wealth Advisors, LLC 0.47% Reduce -9.3% 2,619 $1.7M
Integrity Wealth Solutions LLC 0.67% Add +0.8% 2,615 $1.7M
Staley Capital Advisers Inc. 0.07% No change 2,613 $1.7M
Missouri Trust & Investment Co 0.50% Add +17.5% 2,609 $1.7M
Vaughan David Investments LLC 0.04% Reduce -23.3% 2,608 $1.7M
Insight Wealth Partners, LLC 0.68% Reduce -4.7% 2,605 $1.7M
Meridian Financial Advisors, LLC 0.92% Reduce -8.2% 2,602 $1.7M
Darden Wealth Group Inc 0.86% Reduce -0.9% 2,600 $1.7M
Retirement Investment Advisors, Inc. 0.14% No change 2,477 $1.7M
Sterling Financial Planning, Inc. 0.50% Reduce -1.3% 2,596 $1.7M
Robinson Smith Wealth Advisors LLC 1.14% No change 2,594 $1.7M
Trinity Legacy Partners, LLC 0.37% Reduce -2.5% 2,428 $1.7M
MA Private Wealth 0.28% Add +8.6% 2,588 $1.7M
Medallion Wealth Advisors, LLC 0.55% Reduce -3.3% 2,582 $1.7M
Altus Wealth Management, LLC 0.75% Reduce -1.3% 2,587 $1.7M
Bravias Capital Group, LLC 1.10% Add +0.2% 2,587 $1.7M
Tranquility Partners, LLC 0.63% Add +1.2% 2,511 $1.7M
Purkiss Capital Advisors LLC 0.74% Reduce -3.7% 2,583 $1.7M
Investment Management Trust, LLC 1.64% — 2,582 $1.7M
Wolff Wiese Magana LLC 0.93% Reduce -18.4% 2,579 $1.7M
Gibbs Wealth Management 0.22% Add +20.2% 2,575 $1.7M
InTrack Investment Management Inc 0.95% Reduce -18.0% 2,566 $1.7M
Capital Investment Counsel, LLC 0.23% Reduce -5.5% 2,564 $1.7M
Lee Danner & Bass Inc. 0.10% Reduce -8.9% 2,562 $1.7M
Baxter Bros Inc. 0.21% Reduce -7.2% 2,561 $1.7M
RiverGlades Family Offices LLC 0.98% — 2,558 $1.7M
Independence Wealth Advisors, LLC 0.89% Add +27.5% 2,557 $1.7M
Ulland Investment Advisors, LLC 1.43% Reduce -3.9% 2,555 $1.7M
Geneva Partners, LLC 0.80% Reduce -16.1% 2,555 $1.7M
Chatterton & Associates Inc. 1.16% Reduce -8.7% 2,443 $1.7M
Investment Advisory Group, LLC 0.42% Add +2.7% 2,552 $1.7M
GFG Capital, LLC 0.53% Add +483.8% 2,551 $1.7M
Peninsula Asset Management Inc. 0.85% No change 2,545 $1.7M
WoodTrust Financial Corp 0.21% No change 2,540 $1.7M
ESL Trust Services, LLC 0.32% Reduce -0.6% 2,538 $1.7M
Capital Investment Counsel, Inc 0.20% Add +0.0% 2,538 $1.7M
Bell Investment Advisors, Inc 0.26% No change 2,532 $1.6M
Steigerwald, Gordon & Koch Inc. 0.17% Add +6.0% 2,527 $1.6M
Riverstone Advisors, LLC 0.81% No change 2,526 $1.6M
Pioneer Family Office, LLC 1.16% No change 2,521 $1.6M
Atwood & Palmer Inc. 0.09% Reduce -6.5% 2,517 $1.6M
Asset Advisors Investment Management, LLC 0.16% Reduce -2.3% 2,515 $1.6M
Fingerlakes Wealth Management, Inc. 1.08% Reduce -1.7% 2,509 $1.6M
Blodgett Wealth Advisors, LLC 1.29% No change 2,504 $1.6M
Mascagni Wealth Management, Inc. 1.16% Add +10.4% 2,502 $1.6M
Payne Capital Management, LLC 0.49% Reduce -9.8% 2,501 $1.6M
Cohen & Steers, Inc. 0.00% Reduce -83.0% 2,500 $1.6M
Primoris Wealth Advisors, LLC 1.14% No change 2,500 $1.6M
Gouws Capital LLC 0.86% No change 2,500 $1.6M
Alpha Omega Wealth Management LLC 0.26% Reduce -0.2% 2,498 $1.6M
Oath Planning, LLC 1.44% Add +0.3% 2,492 $1.6M
Kelly Financial Services LLC 0.39% Reduce -8.5% 2,477 $1.6M
Giverny Capital 0.06% No change 2,474 $1.6M
Peak Retirement Planning, Inc. 0.32% Add +31.1% 2,469 $1.6M
AAF Wealth Management, LLC 0.66% Reduce -0.9% 2,463 $1.6M
Ankerstar Wealth, LLC 1.69% Add +30.2% 2,455 $1.6M
W.H. Cornerstone Investments Inc. 1.00% Add +11.5% 2,459 $1.6M
Dana Investment Advisors, Inc. 0.05% Reduce -1.4% 2,457 $1.6M
Dodds Wealth, LLC 0.39% Reduce -7.7% 2,449 $1.6M
Fort Sheridan Advisors LLC 0.19% No change 2,439 $1.6M
Allium Financial Advisors, LLC 1.27% Reduce -0.0% 2,437 $1.6M
Point Windward Advisors Inc. 0.80% Add +118.4% 2,435 $1.6M
Davies Financial Advisors, Inc. 14.49% Reduce -59.0% 2,432 $1.6M
Empire Financial Management Company, LLC 0.36% Add +1.7% 2,429 $1.6M
Castle Wealth Management LLC 0.51% Reduce -1.0% 2,422 $1.6M
Westbourne Investments, Inc. 0.75% Add +1.1% 2,427 $1.6M
Fund Advisors of America Inc 1.60% Add +24.4% 2,425 $1.6M
American Capital Management Inc. 0.08% Reduce -4.3% 2,425 $1.6M
Brooklyn FI, LLC 0.33% Add +14.2% 2,410 $1.6M
Clean Yield Group 0.44% Reduce -18.8% 2,403 $1.6M
Holos Integrated Wealth LLC 0.79% Add +9758.3% 2,366 $1.6M
Asset Allocation Strategies LLC 0.28% Add +0.2% 2,398 $1.6M
Karpus Management, Inc. 0.05% Add +0.3% 2,396 $1.6M
Triton Wealth Management, PLLC 0.58% Reduce -0.8% 2,366 $1.6M
Intellectus Partners, LLC 0.32% Add +0.8% 2,385 $1.6M
Bernardo Wealth Planning LLC 0.30% Add +1.4% 2,391 $1.6M
55 North Private Wealth, LLC 0.40% Add +214.3% 2,389 $1.6M
Dearborn Partners LLC 0.08% Reduce -63.6% 2,388 $1.6M
Altus Wealth Group LLC 0.63% Add +77.0% 2,377 $1.5M
Summit Wealth Group LLC / Co. 0.16% Add +30.3% 2,377 $1.5M
Fairman Group, LLC 1.32% Add +0.2% 2,370 $1.5M
Bruce G. Allen Investments, LLC 1.01% No change 2,376 $1.5M
Oberweis Asset Management Inc./ 0.05% Add +15.5% 2,374 $1.5M
Your Advocates Ltd., LLP 0.47% Add +8.3% 2,370 $1.5M
Capital Asset Managemnet, LLC 1.73% Add +3.2% 2,369 $1.5M
San Luis Wealth Advisors LLC 0.25% Add +0.0% 2,369 $1.5M
Townsend Asset Management Corp. /NC/ 0.56% Add +4.5% 2,366 $1.5M
Matthew Goff Investment Advisor, LLC 0.26% New 2,365 $1.5M
TritonPoint Partners, LLC 0.57% Add +2.1% 2,358 $1.5M
SMI Advisory Services, LLC 0.25% Reduce -38.8% 2,332 $1.5M
Awm Capital, LLC 0.14% Reduce -9.2% 2,361 $1.5M
Stonehaven Wealth & Tax Solutions, LLC 1.36% Add +1.2% 2,361 $1.5M
Catalyst Investment Management LLC 1.70% Reduce -13.9% 2,158 $1.5M
Orcam Financial Group 1.08% Add +1.6% 2,346 $1.5M
First Command Advisory Services, Inc. 0.01% Reduce -1.7% 2,344 $1.5M
Capital CS Group, LLC 3.14% Add +1.4% 2,339 $1.5M
Southeast Asset Advisors, LLC 0.17% Reduce -5.3% 2,339 $1.5M
Mars Jewett Financial Group, Inc. 0.48% Add +2.2% 2,337 $1.5M
Wiser Wealth Management, Inc 0.33% Add +14.4% 2,329 $1.5M
Headinvest, LLC 0.31% Reduce -0.8% 2,326 $1.5M
Vestor Capital, LLC 0.11% Reduce -71.0% 2,323 $1.5M
Blue Capital, Inc. 0.99% Reduce -34.4% 2,320 $1.5M
Aspen Capital Management, LLC 0.37% Reduce -2.3% 2,320 $1.5M
Compass Capital Management, Inc. 0.09% Reduce -5.3% 2,320 $1.5M
Wealthcare Capital Partners, LLC 0.71% Reduce -1.0% 2,316 $1.5M
First PREMIER Bank 0.35% Reduce -1.3% 2,304 $1.5M
Davis Capital Management 1.02% No change 2,304 $1.5M
Richardson Financial Services Inc. 0.94% Reduce -1.4% 2,303 $1.5M
TMB Capital Partners, LLC 0.50% Reduce -3.6% 2,299 $1.5M
Curio Wealth, LLC 0.51% Reduce -8.9% 2,295 $1.5M
Cutler Investment Counsel LLC 0.15% Reduce -7.8% 2,287 $1.5M
Moisand Fitzgerald Tamayo, LLC 0.16% Reduce -0.9% 2,293 $1.5M
Quantum Financial Advisors, LLC 0.17% No change 2,292 $1.5M
Guardian Asset Advisors, LLC 0.87% Reduce -21.5% 2,288 $1.5M
SJS Investment Consulting Inc. 0.18% Add +9.1% 2,292 $1.5M
N.E.W. Advisory Services LLC 0.11% Reduce -0.7% 2,292 $1.5M
Elevation Advisory Partners LLC 1.39% — 2,142 $1.5M
Tobias Financial Advisors, Inc. 0.21% Reduce -26.1% 2,288 $1.5M
Columbia Bank 0.42% Add +11.7% 2,287 $1.5M
Azora Capital LP 0.10% New 2,286 $1.5M
Piscataqua Savings Bank 1.04% Add +45.7% 2,283 $1.5M
J. L. Bainbridge & Co., Inc. 0.13% Reduce -0.6% 2,273 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.40% Add +0.7% 2,271 $1.5M
Lawson Kroeker Investment Management Inc. 0.43% Add +0.2% 2,270 $1.5M
Kapstone Financial Advisors LLC 0.72% Reduce -3.2% 2,268 $1.5M
Philadelphia Trust Co. 0.10% Reduce -0.2% 2,258 $1.5M
Seamount Financial Group Inc. 0.66% Add +1.8% 2,254 $1.5M
Fourpath Capital Management, LLC 0.21% Add +1.4% 2,252 $1.5M
Strategic Financial Concepts, LLC 0.36% Add +105.0% 2,191 $1.5M
Alerus Financial NA 0.07% No change 2,244 $1.5M
Cypress Asset Management Inc. 0.34% Reduce -1.1% 2,240 $1.5M
Clarion Wealth Managment Partners, LLC 1.32% Add +26.4% 2,240 $1.5M
Arrow Financial Corp 0.15% Reduce -69.6% 2,239 $1.5M
Winthrop Capital Management, LLC 0.37% Reduce -87.7% 2,239 $1.5M
MRA Advisory Group 0.59% Reduce -6.0% 2,238 $1.5M
Mattern Capital Management, LLC 0.17% No change 2,231 $1.5M
Marino, Stram & Associates LLC 0.26% No change 2,231 $1.5M
Ironwood Wealth Management, LLC. 0.42% Reduce -3.1% 2,228 $1.4M
Hudson Value Partners, LLC 0.43% Reduce -0.5% 2,224 $1.4M
Pinion Investment Advisors, LLC 0.34% Reduce -0.9% 2,224 $1.4M
Beacon Wealthcare LLC 0.51% Add +62.7% 2,222 $1.4M
MontVue Capital Management, Inc. 0.98% Reduce -21.5% 2,221 $1.4M
Yarger Wealth Strategies, LLC 0.59% Add +0.2% 2,219 $1.4M
Riverbend Wealth Management, LLC 0.90% Add +0.4% 2,215 $1.4M
Crusonia Wealth Advisors LLC 0.30% Add +0.1% 2,212 $1.4M
Intellus Advisors LLC 0.20% Add +9.9% 2,211 $1.4M
Pathfinder Wealth Consulting, Inc. 0.93% Reduce -0.3% 2,209 $1.4M
Global Wealth Strategies & Associates 0.35% Add +223.3% 2,208 $1.4M
North Dallas Bank & Trust Co. 0.97% Reduce -6.0% 2,205 $1.4M
Parthenon LLC 0.16% No change 2,204 $1.4M
Key Financial Inc 0.26% Add +5.8% 2,204 $1.4M
Armor Investment Advisors, LLC 0.52% Add +0.2% 2,204 $1.4M
Weatherly Asset Management L. P. 0.12% Add +0.9% 2,198 $1.4M
Hutchinson Capital Management 0.26% Reduce -22.3% 2,199 $1.4M
Sentinel Advisory Group, LLC 0.70% — 2,199 $1.4M
Viewpoint Capital Management LLC 0.67% No change 2,197 $1.4M
Praetorian Wealth Management, Inc. 0.27% Add +0.5% 2,113 $1.4M
Wealth Preservation Advisors, LLC 1.18% Reduce -12.0% 2,190 $1.4M
CacheTech Inc. 0.27% No change 2,190 $1.4M
Front Row Advisors LLC 0.48% Reduce -0.7% 2,182 $1.4M
3Chopt Investment Partners, LLC 0.33% Reduce -0.1% 2,181 $1.4M
IFC Advisors LLC 0.20% Reduce -37.9% 2,186 $1.4M
Wealthspan Partners, LLC 0.50% Add +2.5% 2,184 $1.4M
Capital Planning Advisors, LLC 0.20% Reduce -1.4% 2,180 $1.4M
Naviter Wealth, LLC 0.18% Reduce -31.2% 2,174 $1.4M
Summit Asset Management, LLC 0.20% Add +7.7% 2,177 $1.4M
Eddie Patel Inc 1.08% Add +67.8% 2,170 $1.4M
QTR Family Wealth, LLC 0.59% No change 2,032 $1.4M
Family Office Research LLC 0.61% Add +0.1% 2,164 $1.4M
CNB Bank 0.59% Add +1.1% 2,158 $1.4M
Natural Investments, LLC 0.35% Reduce -2.5% 2,158 $1.4M
L. Roy Papp & Associates, LLP 0.16% Add +8.6% 2,154 $1.4M
Arcadia Wealth Management, Inc. 0.76% Add +4.7% 2,152 $1.4M
VAUGHAN & Co SECURITIES, INC. 0.73% No change 2,150 $1.4M
SL Advisors, LLC 2.36% No change 2,147 $1.4M
BCS Private Wealth Management, Inc. 0.42% Reduce -14.2% 2,138 $1.4M
JPL Wealth Management, LLC 0.32% Reduce -1.9% 2,143 $1.4M
Westhampton Capital, LLC 0.65% No change 2,141 $1.4M
Centric Wealth Management 0.28% Reduce -2.0% 1,930 $1.4M
KPP Advisory Services LLC 0.20% Reduce -14.3% 2,123 $1.4M
Alpha Financial Partners LLC 0.82% No change 2,123 $1.4M
Jessup Wealth Management, Inc 0.50% Add +0.1% 2,123 $1.4M
McGuire Investment Group, LLC 0.16% No change 2,121 $1.4M
Diversified Investment Strategies, LLC 0.88% No change 2,120 $1.4M
Aberdeen Group plc 0.00% No change 2,117 $1.4M
Strategic Investment Advisors / MI 0.10% Add +25.6% 2,115 $1.4M
Mustico Financial Group, Inc. 0.96% Reduce -2.0% 2,114 $1.4M
Seros Financial, LLC 0.87% Reduce -5.4% 2,105 $1.4M
3 Factor Indexing, LLC 1.29% — 2,104 $1.4M
Rosenblum Silverman Sutton S F Inc. 0.36% Reduce -1.1% 2,104 $1.4M
Mountain Pacific Investment Advisers LLC 0.23% Reduce -0.9% 2,103 $1.4M
Valpey Financial Services, LLC 0.89% Reduce -11.3% 2,099 $1.4M
Courage Miller Partners, LLC 0.39% No change 2,099 $1.4M
Bear Mountain Capital, Inc. 0.41% No change 1,926 $1.4M
Waterway Wealth Management, LLC 0.30% Add +61.5% 2,099 $1.4M
Kirtland Hills Capital Management, LLC 0.43% Add +0.1% 1,919 $1.4M
Princeton Global Asset Management LLC 0.22% Add +0.9% 2,095 $1.4M
Wealth Management Nebraska 0.14% Add +1.9% 2,089 $1.4M
Intesa Sanpaolo Wealth Management 0.33% No change 2,088 $1.4M
Advocate Investing Services LLC 1.14% Add +28.2% 2,077 $1.4M
LaFleur & Godfrey LLC 0.17% Reduce -20.4% 2,072 $1.3M
ERn Financial, LLC 0.25% Reduce -1.7% 2,071 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.23% Reduce -6.4% 2,069 $1.3M
Acorn Financial Advisory Services Inc. 0.18% Reduce -33.1% 2,061 $1.3M
Red Tortoise LLC 0.56% Add +0.1% 2,061 $1.3M
BankPlus Trust Department 0.36% Reduce -2.5% 2,057 $1.3M
Windsor Advisory Group, LLC 1.12% Add +6.8% 2,057 $1.3M
Massachusetts Wealth Management 0.58% Reduce -0.6% 2,056 $1.3M
Sacks & Associates, LLC 0.99% Add +0.2% 2,050 $1.3M
Canvas Wealth Advisors, LLC 0.23% Add +7.3% 2,050 $1.3M
Baring Financial LLC 0.82% Add +3.6% 2,050 $1.3M
Rockline Wealth Management, LLC 0.29% Add +1.8% 2,049 $1.3M
Precedent Wealth Partners, LLC 0.27% Reduce -0.5% 2,049 $1.3M
Palouse Capital Management, Inc. 0.91% Reduce -47.9% 2,047 $1.3M
Fortune Financial Advisors, LLC 0.68% Reduce -2.6% 2,044 $1.3M
WealthBridge Investment Counsel Inc. 0.41% Add +1.5% 2,040 $1.3M
Archer Investment Corp 0.28% Reduce -0.5% 2,035 $1.3M
Investment Partners Asset Management, Inc. 0.82% Reduce -0.6% 2,034 $1.3M
Approach Retirement Advisors, LLC 1.10% Reduce -2.6% 2,032 $1.3M
Stenger Family Office, LLC 0.23% Reduce -20.1% 2,031 $1.3M
LVZ, Inc. 0.15% No change 2,030 $1.3M
Lincoln Capital Corp. 0.49% No change 2,027 $1.3M
Concentrum Wealth Management 0.39% Add +209.2% 2,022 $1.3M
Gallacher Capital Management LLC 0.50% Reduce -3.8% 2,013 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -28.3% 2,012 $1.3M
Roof Eidam Maycock Peralta, LLC 0.30% Add +0.1% 2,010 $1.3M
Kingstone Capital Partners Texas, LLC 0.80% Add +1.5% 2,009 $1.3M
Torrey Growth & Income Advisors 0.55% Add +0.1% 2,033 $1.3M
Investment Advisory Services Inc. /TX 0.41% No change 2,002 $1.3M
Ti-Trust, Inc. 0.77% No change 2,002 $1.3M
AA Financial Advisors, LLC 0.18% Add +309.2% 2,001 $1.3M
Doheny Asset Management 0.85% No change 2,000 $1.3M
Lam Group, Inc. 0.71% No change 2,000 $1.3M
Virginia Wealth Management Group, Inc. 0.70% No change 2,000 $1.3M
Dba Trading, LLC 0.65% Reduce -75.3% 2,000 $1.3M
Nottingham Advisors, Inc. 0.17% Add +2.2% 1,992 $1.3M
Visionary Horizons, LLC 0.64% Add +14.0% 1,992 $1.3M
Capital Advantage, Inc. 0.17% Add +0.4% 1,991 $1.3M
EPG Wealth Management LLC 0.35% Add +1.5% 1,985 $1.3M
Elite Wealth Management, Inc. 0.42% Reduce -13.2% 1,982 $1.3M
Fidelity D & D Bancorp Inc. 0.52% No change 1,982 $1.3M
Define Financial, LLC 0.70% Add +0.3% 1,978 $1.3M
Lakeridge Wealth Management LLC 0.55% Reduce -14.3% 1,975 $1.3M
Strid Group, LLC 0.16% Reduce -11.2% 1,975 $1.3M
Dara Capital Us, Inc. 1.22% No change 1,972 $1.3M
Independent Investors Inc. 0.25% No change 1,972 $1.3M
Legacy Private Trust Co. 0.08% Reduce -35.6% 1,968 $1.3M
Carter Financial Group, INC. 0.79% Reduce -0.5% 1,967 $1.3M
Baker Tilly Wealth Management, LLC 0.31% Add +107.1% 1,963 $1.3M
Chapman Investment Management, LLC 1.05% No change 1,962 $1.3M
Trust Co of Tennessee 0.24% No change 1,961 $1.3M
Brooks, Moore & Associates, Inc. 0.64% No change 1,955 $1.3M
Burton Enright Welch 0.17% Reduce -5.0% 1,959 $1.3M
HF Advisory Group, LLC 0.43% Reduce -1.3% 1,957 $1.3M
Aegis Wealth Management, Inc. 1.00% Add +29.9% 1,952 $1.3M
Cookson Peirce & Co. Inc. 0.05% Add +5.1% 1,952 $1.3M
Navigation Group, LLC 0.30% — 1,951 $1.3M
Mezzasalma Advisors, LLC 0.32% Add +0.1% 1,947 $1.3M
Strathmore Capital Advisors, Inc. 0.36% Add +106.4% 1,773 $1.3M
Cornerstone Financial Management LLC 1.16% No change 1,940 $1.3M
Private Management Group Inc. 0.04% Reduce -0.4% 1,937 $1.3M
Rise Advisors, LLC 0.44% Add +3.7% 1,917 $1.3M
Landaas & Co. /Wi 0.28% No change 1,930 $1.3M
Investment Research Partners LLC 0.51% Reduce -3.6% 1,928 $1.3M
Leslie Global Wealth, LLC 0.66% Reduce -25.8% 1,927 $1.3M
Avail Investment Partners, LLC 1.34% — 1,927 $1.3M
CKW Financial Group 0.14% Add +0.2% 1,907 $1.3M
Pension & Wealth Management Advisors, Inc. 0.37% Add +21.3% 1,921 $1.2M
Financial Alternatives, Inc 0.67% Reduce -8.3% 1,922 $1.2M
Hazlett, Burt & Watson, Inc. 0.39% No change 1,919 $1.2M
Discipline Wealth Solutions, LLC 0.13% Add +31.3% 1,915 $1.2M
Marshall & Sterling Wealth Advisors Inc. 0.81% Reduce -9.4% 1,913 $1.2M
Patrick M Sweeney & Associates, Inc. 0.80% Reduce -1.6% 1,908 $1.2M
Pacific Asset Management, LLC 0.69% Reduce -9.3% 1,905 $1.2M
Bogart Wealth, LLC 0.05% Add +6.7% 1,903 $1.2M
Scratch Capital LLC 0.71% No change 1,900 $1.2M
Fca Corp. 0.35% No change 1,896 $1.2M
Leisure Capital Management 0.43% Reduce -2.9% 1,885 $1.2M
Toth Financial Advisory Corp. 0.13% Reduce -3.4% 1,885 $1.2M
Level Financial Advisors 0.31% Reduce -16.9% 1,884 $1.2M
Sterling Manor Financial, LLC 0.77% Reduce -1.4% 1,882 $1.2M
Inspire Trust Co, N.A. 0.19% Reduce -76.1% 1,882 $1.2M
Massar Capital Management, LP 0.24% Add +14.1% 1,880 $1.2M
University of Texas/Texas Am Investment Management Co. 0.18% Reduce -4.2% 1,878 $1.2M
Smith Thornton Advisors LLC 0.61% No change 1,875 $1.2M
Godshalk Welsh Capital Management, Inc. 0.71% No change 1,875 $1.2M
Millstone Evans Group, LLC 0.73% Reduce -0.7% 1,869 $1.2M
Chokshi & Queen Wealth Advisors, Inc 0.65% Add +6.6% 1,867 $1.2M
Centerpoint Advisors, LLC 0.39% Reduce -0.3% 1,865 $1.2M
Monetary Management Group Inc. 0.29% No change 1,860 $1.2M
Apeiron RIA LLC 0.28% Reduce -1.1% 1,855 $1.2M
Palogic Value Management, L.P. 0.54% No change 1,855 $1.2M
Silver Oak Advisory Group, Inc. 0.52% Add +0.6% 1,852 $1.2M
Trademark Financial Management, LLC 0.59% Reduce -0.4% 1,850 $1.2M
WealthTrust Axiom LLC 0.30% Add +17.9% 1,850 $1.2M
Dover Advisors, LLC 0.50% Add +1.0% 1,844 $1.2M
Freedom Investment Management, Inc. 0.36% Add +13.4% 1,850 $1.2M
Vernal Point Advisors, LLC 0.49% No change 1,844 $1.2M
Clear Trail Advisors, LLC 0.20% Reduce -24.5% 1,848 $1.2M
Kestra Investment Management, LLC 0.02% Add +114.5% 1,847 $1.2M
Cladis Investment Advisory, LLC 0.66% No change 1,847 $1.2M
BDFS Capital LLC 0.58% Add +1.4% 1,840 $1.2M
Souders Financial Advisors 0.14% Reduce -24.1% 1,839 $1.2M
Plan A Wealth LLC 0.57% Reduce -0.4% 1,837 $1.2M
Sage Investment Advisers LLC 0.88% Add +0.1% 1,819 $1.2M
Garner Asset Management Corp 0.47% Reduce -0.9% 1,829 $1.2M
RAM Investment Partners, LLC 0.21% Add +18.8% 1,821 $1.2M
Milestones Private Investment Advisors LLC 1.04% Reduce -4.9% 1,819 $1.2M
Oak Wealth Advisors LLC 0.65% No change 1,818 $1.2M
Cypress Point Wealth Management, LLC 0.25% Add +34.7% 1,816 $1.2M
AJ Advisors, LLC 0.44% Add +1.2% 1,815 $1.2M
Isthmus Partners, LLC 0.12% No change 1,812 $1.2M
Professional Advisory Services Inc. 0.15% Reduce -4.2% 1,810 $1.2M
Theory Financial LLC 0.41% Reduce -0.8% 1,806 $1.2M
Fiduciary Group, LLC 0.10% Reduce -0.2% 1,802 $1.2M
Ballast, Inc. 0.27% Add +42.8% 1,801 $1.2M
Postrock Partners LLC 0.54% Reduce -8.3% 1,800 $1.2M
Z3 Capital Partners, LLC 0.29% Add +0.1% 1,790 $1.2M
Marion Wealth Management 0.26% Add +1.0% 1,785 $1.2M
Key Capital Management, INC 0.77% Add +5.4% 1,785 $1.2M
West Michigan Advisors, LLC 0.25% Add +15.8% 1,778 $1.2M
Laurel Wealth Planning LLC 0.61% Reduce -1.9% 1,777 $1.2M
HTG Investment Advisors, Inc. 0.33% No change 1,777 $1.2M
Vista Investment Management 0.39% No change 1,777 $1.2M
49 Wealth Management, LLC 0.09% Reduce -7.5% 1,776 $1.2M
Passive Capital Management, LLC. 0.34% No change 1,773 $1.2M
Barlow Wealth Partners, LLC 0.13% Add +1.2% 1,622 $1.2M
COFG Advisors, LLC 0.28% Add +0.3% 1,769 $1.2M
Valicenti Advisory Services Inc. 0.25% Reduce -3.8% 1,768 $1.1M
Unison Asset Management LLC 0.53% No change 1,768 $1.1M
Align Financial, LLC 0.65% Reduce -99.8% 1,766 $1.1M
Adelphi Trust Co 0.93% New 1,766 $1.1M
Financial Security Advisor, Inc. 0.21% Reduce -14.1% 1,760 $1.1M
BancFirst Trust & Investment Management 0.51% No change 1,816 $1.1M
Myecfo, LLC 0.48% Reduce -2.6% 1,764 $1.1M
ONE Advisory Partners, LLC 0.35% Reduce -0.3% 1,763 $1.1M
Syntegra Private Wealth Group, LLC 0.11% Reduce -7.3% 1,762 $1.1M
Narwhal Capital Management 0.08% Reduce -13.9% 1,762 $1.1M
Wellington-Altus USA Inc. 0.67% Add +18.8% 1,532 $1.1M
Silver Grove Financial Group, Inc. 0.92% Reduce -15.9% 1,754 $1.1M
Dominguez Wealth Management Solutions, Inc. 0.69% Reduce -0.8% 1,754 $1.1M
Wescott Financial Advisory Group, LLC 0.10% Add +0.1% 1,753 $1.1M
Bullock Wealth Management Group 0.57% Add +8.8% 1,740 $1.1M
EagleClaw Capital Managment, LLC 0.16% Add +7.4% 1,747 $1.1M
Gilman Hill Asset Management, LLC 0.17% Reduce -31.9% 1,745 $1.1M
August Group Capital Ltd 1.32% Add +2.2% 1,745 $1.1M
DKM Wealth Management, Inc. 0.82% Add +1.3% 1,743 $1.1M
Ridge Creek Global, Inc 0.96% Add +14.9% 1,738 $1.1M
Strategies Wealth Advisors, LLC 0.11% Reduce -7.5% 1,737 $1.1M
Optiver Holding B.V. 0.04% Reduce -99.9% 1,735 $1.1M
Financial Advisory Corp 0.16% Reduce -2.0% 1,735 $1.1M
Intergy Private Wealth, LLC 0.33% Reduce -0.3% 1,734 $1.1M
Eclectic Associates Inc. 0.15% Add +4.3% 1,729 $1.1M
Opes Wealth Management LLC 0.19% Reduce -1.1% 1,728 $1.1M
Three Magnolias Financial Advisors, LLC 0.71% Reduce -4.5% 1,725 $1.1M
Live Oak Private Wealth LLC 0.16% Reduce -0.6% 1,725 $1.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.09% Add +1.7% 1,718 $1.1M
Vermillion Wealth Management, Inc. 0.44% Reduce -2.2% 1,717 $1.1M
Eagle Bluffs Wealth Management LLC 0.43% Reduce -31.3% 1,707 $1.1M
Cetera Trust Company, N.A 0.63% Add +4.6% 1,711 $1.1M
Compass Financial Services Inc 0.48% Add +0.5% 1,707 $1.1M
Walser Wealth Management Company, A Ltd Liability Co 0.50% Add +19.2% 1,707 $1.1M
Prospect Financial Group LLC 1.02% No change 1,706 $1.1M
Amara Financial, Llc. 0.76% Add +0.3% 1,703 $1.1M
Cheviot Value Management, LLC 0.11% Add +44.3% 1,701 $1.1M
WLTH Capital Management, LLC 0.87% Reduce -5.0% 1,701 $1.1M
Concord Wealth Partners 0.14% Add +3.2% 1,699 $1.1M
White Knight Strategic Wealth Advisors, LLC 0.93% Reduce -7.1% 1,697 $1.1M
Poinciana Advisors Group, LLC 0.87% No change 1,697 $1.1M
Riverbridge Partners LLC 0.03% New 1,694 $1.1M
TTP Investments, Inc. 0.46% Add +0.5% 1,688 $1.1M
Whalen Wealth Management Inc. 0.59% Reduce -6.3% 1,687 $1.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.30% Reduce -30.9% 1,683 $1.1M
Prosperitas Financial LLC 0.41% Reduce -2.0% 1,682 $1.1M
Avalon Capital Management 0.31% Reduce -32.0% 1,679 $1.1M
Powers Advisory Group, LLC 0.38% No change 1,676 $1.1M
Quantum Private Wealth, LLC 0.34% No change 1,675 $1.1M
Carrera Capital Advisors 0.17% Add +65.4% 1,667 $1.1M
Fiduciary Financial Advisors 0.97% — 1,674 $1.1M
Foster Group, Inc. 0.03% Reduce -9.1% 1,672 $1.1M
Cornerstone Planning Group LLC 0.15% Add +7.9% 1,502 $1.1M
Turn8 Private Wealth Inc. 0.68% Reduce -72.0% 1,670 $1.1M
Gen-Wealth Partners Inc 0.34% Add +0.0% 262,239 $1.1M
Flynn Zito Capital Management, LLC 0.35% Add +107.9% 1,663 $1.1M
Measured Risk Portfolios, Inc. 1.19% Reduce -11.7% 1,662 $1.1M
Arbor Investment Advisors, LLC 0.14% Reduce -44.2% 1,659 $1.1M
Avaii Wealth Management, LLC 0.37% Add +2.0% 1,648 $1.1M
Providence Capital Advisors, LLC 0.17% No change 1,647 $1.1M
Waterford Advisors, LLC 0.34% Add +27.0% 1,692 $1.1M
VSM Wealth Advisory, LLC 0.32% Add +0.1% 1,643 $1.1M
Xcel Wealth Management, LLC 0.30% Add +13.5% 1,642 $1.1M
Strategic Financial Services, Inc. 0.05% Add +23.1% 1,641 $1.1M
Northbridge Financial Group, LLC 0.46% No change 1,553 $1.1M
Mirabaud & Cie SA 0.43% New 1,627 $1.1M
Mason & Associates Inc 0.20% Add +2.0% 1,670 $1.1M
Stack Financial Management, Inc 0.08% Add +24.2% 1,620 $1.1M
Heck Capital Advisors, LLC 0.08% New 1,613 $1.1M
Bedell Frazier Investment Counselling, LLC 0.21% Reduce -1.2% 1,613 $1.0M
McDonough Capital Management, Inc 0.57% Reduce -3.1% 1,612 $1.0M
Navalign, LLC 0.26% Reduce -0.5% 1,612 $1.0M
Investment Partners, LTD. 0.37% Add +13.7% 1,611 $1.0M
Penbrook Management LLC 0.79% Reduce -6.7% 1,605 $1.0M
United Bank 0.35% Add +1.4% 1,604 $1.0M
Stirlingshire Investments, Inc. 0.91% Add +56.0% 1,600 $1.0M
Frederick Financial Consultants, LLC 0.52% Reduce -14.5% 1,603 $1.0M
TCFG Wealth Management, LLC 0.39% Add +7.3% 1,597 $1.0M
TCFG Investment Advisors, LLC 0.39% — 1,597 $1.0M
RiverFront Investment Group, LLC 0.02% No change 1,593 $1.0M
Galvin, Gaustad & Stein, LLC 0.08% Reduce -3.9% 1,588 $1.0M
Tran Capital Management, L.P. 0.14% Reduce -58.3% 1,583 $1.0M
Lawood & Co. 0.95% No change 1,582 $1.0M
PFG Private Wealth Management, LLC 0.44% No change 1,579 $1.0M
Texas Bank & Trust Co 0.39% Reduce -17.8% 1,579 $1.0M
Alamar Capital Management, LLC 0.63% Add +0.1% 1,574 $1.0M
Trivant Custom Portfolio Group, LLC 0.56% Reduce -1.1% 1,578 $1.0M
Infinity Wealth Counsel, LLC 0.94% No change 1,575 $1.0M
Eagle Bay Advisors LLC 0.90% Add +9.3% 1,570 $1.0M
Stonebridge Capital Advisors LLC 0.07% Add +7.4% 1,573 $1.0M
Briaud Financial Planning Inc 0.27% Reduce -8.6% 1,572 $1.0M
Bellevue Asset Management, LLC 0.51% Reduce -1.7% 1,570 $1.0M
McElhenny Sheffield Capital Management, LLC 0.25% Reduce -97.2% 1,566 $1.0M
Johnson & White Wealth Management, LLC 0.43% Reduce -6.1% 1,566 $1.0M
Birchcreek Wealth Management, LLC 0.49% Add +0.1% 1,565 $1.0M
Cadia Private Client LLC 0.82% No change 1,561 $1.0M
Dixon Mitchell Investment Counsel Inc. 0.04% No change 1,552 $1.0M
Delta Wealth Advisors LLC 0.77% Reduce -12.3% 1,551 $1.0M
Avondale Wealth Management 0.50% Add +145.4% 1,551 $1.0M
Milestone Asset Management Group, LLC 0.59% Reduce -3.1% 1,550 $1.0M
PW Nova Financial Services LLC 0.27% Add +255.4% 1,546 $1.0M
Grant Street Asset Management, Inc. 0.19% Add +12.0% 1,543 $1.0M
GHP Investment Advisors, Inc. 0.04% Add +1.3% 1,540 $1.0M
Center For Asset Management LLC 0.50% Add +4.8% 1,533 $999K
Graney & King, LLC 0.54% Add +0.3% 1,535 $998K
44 Wealth Management LLC 0.35% Add +58.1% 1,535 $998K
Ballast Advisors LLC 0.29% Reduce -9.6% 1,534 $998K
Hurlow Wealth Management Group, Inc. 0.24% Reduce -0.1% 1,534 $997K
Bci Securities, Inc. 9.82% Reduce -25.5% 1,532 $996K
Truvestments Capital LLC 0.18% Add +63.8% 1,530 $995K
Ted Buchan & Co 0.36% Add +7.4% 1,528 $994K
Peak Wealth Management LLC 0.81% No change 1,523 $990K
Retirement Solution LLC 0.23% Reduce -27.8% 1,523 $990K
Milestone Asset Management, LLC 0.18% Add +0.7% 1,521 $990K
Cim, LLC 0.14% Reduce -5.8% 1,518 $987K
Client 1ST Advisory Group, LLC 0.30% Add +7.1% 1,517 $986K
Hall Capital Management Co. Inc. 0.35% Add +13.4% 1,372 $986K
Bosman Wealth Management, LLC 0.86% No change 1,511 $983K
Alpha Financial Advisors, LLC 0.30% Reduce -3.2% 1,510 $982K
Moore Capital Management, LP 0.04% Reduce -99.0% 1,509 $981K
New Covenant Trust Company, N.A. 0.87% No change 1,505 $979K
Marquette Asset Management, LLC 0.15% No change 1,504 $978K
FSB Premier Wealth Management, Inc. 0.31% Reduce -0.9% 1,503 $978K
Beck Mack & Oliver LLC 0.02% Reduce -0.1% 1,503 $977K
MBA Advisors LLC 0.38% Reduce -22.4% 1,502 $977K
Vestia Personal Wealth Advisors 0.46% Add +0.3% 1,501 $976K
Breachway Investments LLC 0.94% No change 1,489 $976K
Wealthstar Advisors, LLC 0.58% Add +0.5% 1,498 $975K
Midwest Capital Advisors, LLC 0.46% Add +0.1% 1,497 $974K
Newton One Investments LLC 0.26% Add +0.3% 1,492 $971K
Lafayette Investments, Inc. 0.20% No change 1,489 $968K
Prevail Innovative Wealth Advisors, LLC 0.16% Reduce -87.9% 1,488 $968K
Legacy Financial Group, Inc. 0.26% Reduce -1.3% 1,488 $968K
Mullaney, Keating & Wright, Inc. 0.53% Add +4.1% 1,486 $966K
Nolet Wealth Management, LLC 0.55% No change 1,486 $966K
Level Wealth Management LLC 0.45% Reduce -30.2% 1,481 $966K
Buttonwood Financial Advisors Inc. 0.32% No change 1,483 $965K
Zuckerman Investment Group, LLC 0.09% Reduce -0.4% 1,483 $964K
Family Capital Trust Co 0.35% Reduce -0.2% 1,483 $964K
Keb Asset Management, LLC 0.18% Reduce -1.3% 1,482 $964K
Prospect Financial Services LLC 0.59% Reduce -5.4% 1,481 $963K
Schwarz Dygos Wheeler Investment Advisors LLC 0.20% Reduce -16.9% 1,478 $962K
J2 Capital Management Inc 0.66% Add +2.3% 1,478 $961K
Parr McKnight Wealth Management Group, LLC 0.13% Reduce -10.4% 1,478 $961K
jvl associates llc 0.32% Reduce -6.2% 1,477 $961K
Fenimore Asset Management Inc 0.02% No change 1,477 $961K
Midwest Financial Partners Investments, Inc. 0.51% Add +0.7% 1,476 $960K
Silver Lake Advisory, LLC 0.38% Add +0.3% 1,475 $960K
CDKV Holdings LLC 0.84% No change 1,474 $959K
Opinicus Capital, Inc. 0.68% Add +0.3% 1,473 $958K
Bright Futures Wealth Management, LLC. 0.66% Reduce -0.5% 1,471 $957K
Headlands Technologies LLC 0.11% New 1,470 $956K
Barnes Pettey Financial Advisors, LLC 0.42% Reduce -1.1% 1,469 $955K
Hobbs Group Advisors, LLC 0.29% Reduce -1.1% 1,468 $955K
Triton Financial Group Inc 1.66% Add +92.0% 1,430 $954K
Sendero Wealth Management, LLC 0.11% Reduce -29.5% 1,462 $951K
RW Investment Management LLC 0.09% — 1,457 $948K
Robinhood Asset Management, LLC 0.07% Add +22.8% 1,457 $947K
American Money Management, LLC 0.15% Reduce -8.7% 1,453 $945K
Burk Holdings LLC 0.40% Add +0.3% 1,451 $944K
Rockport Wealth LLC 0.17% New 1,450 $943K
Wilson & Boucher Capital Management, LLC 0.62% Reduce -0.6% 1,446 $940K
Financial Planning Hawaii, Inc. 0.55% Add +2.0% 1,445 $940K
Emissary Wealth LLC 0.88% Reduce -0.8% 1,445 $939K
Cura Wealth Advisors, LLC 0.42% Add +1.2% 1,443 $939K
Aft, Forsyth & Company, Inc. 0.44% Reduce -0.8% 1,443 $939K
KRS Capital Management, LLC 0.58% No change 1,443 $938K
Mainsail Asset Management, LLC 0.42% Add +0.3% 1,443 $938K
Muirfield Wealth Advisors LLC 0.69% Add +143.8% 1,441 $937K
Signet Investment Advisory Group, Inc. 0.43% Reduce -6.5% 1,435 $933K
WealthCollab, LLC 0.38% No change 1,435 $933K
Bull Harbor Capital LLC 0.25% — 1,434 $933K
South Plains Financial, Inc. 0.54% Add +11.3% 1,434 $933K
Alteri Wealth LLC 0.30% Add +17.1% 1,433 $932K
Wealth Quarterback LLC 0.37% Reduce -2.3% 1,429 $930K
Prepared Retirement Institute LLC 0.46% Add +0.1% 1,429 $929K
Heritage Wealth Management, Inc. 0.52% Add +45.8% 1,424 $926K
Great Oak Capital Partners, LLC 0.22% Add +0.2% 1,369 $926K
Steinberg Asset Management LLC 0.60% No change 1,423 $925K
Planning Center, Inc. 0.09% No change 1,420 $923K
Hamrick Investment Counsel, llc 0.51% New 1,415 $923K
Code Waechter LLC 0.55% No change 1,418 $922K
Highline Wealth Partners LLC 0.24% Add +104.9% 1,418 $922K
Landmark Wealth Management, LLC 0.25% Add +87.4% 1,417 $922K
Clarus Group, Inc. 0.33% No change 1,413 $919K
Constitution Capital LLC 0.46% Reduce -2.2% 1,412 $918K
Forum Finance Group S.A. 0.50% — 1,742 $916K
True Vision MN LLC 0.47% Add +2.1% 1,403 $915K
BKM Wealth Management, LLC 0.33% No change 1,404 $914K
Painted Porch Advisors LLC 0.43% Add +9.9% 1,401 $911K
Seneca House Advisors 0.36% No change 1,400 $911K
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.72% Reduce -69.6% 1,400 $910K
Livet Wealth, LLC 0.58% No change 1,399 $910K
Quad-Cities Investment Group, LLC 0.36% Reduce -0.4% 1,399 $910K
Sfm, LLC 0.55% No change 1,398 $909K
Fairvoy Private Wealth, LLC 0.22% Reduce -11.0% 1,396 $908K
Wilkins Investment Counsel Inc. 0.13% Reduce -4.1% 1,393 $906K
Morling Financial Advisors, LLC 0.28% No change 1,392 $905K
Brian Low Financial Group, LLC 0.61% Reduce -2.8% 1,391 $905K
Avid Wealth Partners LLC 0.43% Add +72.5% 1,389 $903K
High Note Wealth, LLC 0.18% No change 1,385 $901K
Solitude Financial Services 0.27% No change 1,286 $900K
Silverlake Wealth Management LLC 0.19% Add +0.1% 1,384 $900K
Paragon Advisors, LLC 0.24% Add +216.7% 1,384 $900K
S Harris Financial Group, LLC 0.82% Add +0.7% 1,382 $899K
Miller Capital Partners, Inc. 0.43% Add +3.0% 1,380 $897K
Legend Capital Advisors LLC 0.56% No change 1,380 $897K
Cannon Capital Management, Inc. 0.73% Reduce -0.7% 1,379 $897K
JB Capital LLC 0.04% Reduce -8.0% 1,379 $897K
Heritage Investors Management Corp. 0.03% Reduce -1.6% 1,378 $896K
J. Team Financial, Inc. 1.00% Reduce -19.1% 1,375 $894K
Ruedi Wealth Management, Inc. 0.23% No change 1,374 $894K
Meeder Advisory Services, Inc. 0.04% Reduce -23.2% 1,374 $893K
DecisionMap Wealth Management, LLC 0.58% Reduce -24.8% 1,371 $892K
Greenbush Financial Group, LLC 0.29% Add +0.3% 1,370 $891K
Fourth Dimension Wealth, LLC 0.34% Add +9.4% 1,366 $889K
Landing Point Financial Group, LLC 0.43% Reduce -1.7% 1,366 $888K
Valley Financial Group, Inc. 0.48% Reduce -0.1% 1,364 $887K
Park Square Financial Group, LLC 6.73% Reduce -37.2% 1,362 $886K
LifeGuide Financial Advisors, LLC 0.28% No change 1,361 $885K
Manuka Financial, LLC 0.55% No change 1,360 $885K
Beacon Financial Group 0.09% Add +0.3% 1,359 $884K
Asset One Wealth Management LLC 0.10% Reduce -9.5% 1,253 $882K
Grey Fox Wealth Advisors, LLC 0.17% Add +6.0% 1,352 $882K
Nicollet Investment Management, Inc. 0.30% Reduce -0.9% 1,348 $877K
Investor's Fiduciary Advisor Network, LLC 0.27% Reduce -72.4% 1,350 $877K
Noble Wealth Management PBC 0.45% Reduce -7.9% 1,348 $877K
Front Street Capital Management, Inc. 0.12% Reduce -7.7% 1,344 $874K
Jamison Private Wealth Management, Inc. 0.11% Add +1.3% 1,342 $873K
Symmetry Partners, LLC 0.05% No change 1,342 $873K
Rothschild Capital Partners, LLC 0.21% Add +0.2% 1,341 $872K
Canton Hathaway, LLC 0.18% No change 1,340 $871K
Collaborative Wealth Managment Inc. 0.40% Reduce -19.1% 1,337 $870K
Victory Capital Management Inc. 0.00% Reduce -90.1% 1,335 $869K
Powerhouse Assets LLC 0.76% No change 1,336 $869K
Community Bank & Trust, Waco, Texas 0.17% No change 1,334 $868K
Northwest Quadrant Wealth Management, LLC 0.18% Add +0.2% 1,334 $868K
2UniFi Bank 0.42% Reduce -13.8% 1,334 $868K
Moseley Investment Management Inc. 0.28% No change 1,333 $867K
Westwood Wealth Management 0.34% Reduce -63.2% 1,331 $866K
United Financial Planning Group LLC 0.51% Reduce -21.4% 1,330 $865K
Mosley Wealth Management 0.39% No change 1,298 $865K
Eagle Wealth Advisors LLC 0.80% Add +0.5% 1,330 $865K
Capstone Wealth Management Group LLC 0.53% Reduce -18.4% 1,328 $864K
Mascoma Wealth Management LLC 0.18% No change 1,327 $863K
L.K. Benson & Company, P.C. 0.28% No change 1,324 $861K
Shufro Rose & Co. LLC 0.06% Reduce -1.1% 1,324 $861K
Triangle Securities Wealth Management 0.20% No change 1,323 $860K
Hayek Kallen Investment Management 0.28% New 1,321 $859K
Finer Wealth Management, Inc. 0.43% Reduce -0.6% 1,321 $859K
Martin Capital Advisors, LLP 0.54% Reduce -5.6% 1,319 $858K
Prelude Capital Management, LLC 0.07% Add +7.1% 1,318 $857K
D'Orazio & Associates, Inc. 0.11% Add +0.1% 1,309 $851K
Fermata Advisors, LLC 0.19% Add +15.8% 1,308 $850K
Addison Advisors LLC 0.19% No change 1,307 $850K
Polaris Investment Advisors, LLC 0.62% No change 1,306 $850K
Global Wealth Management Investment Advisory, Inc. 0.13% Reduce -0.1% 1,305 $848K
Cooke Wealth Management, LLC 0.75% No change 1,302 $847K
Hilltop Partners LLC 0.22% Add +1.4% 1,301 $846K
SageGuard Financial Group, LLC 0.13% Reduce -0.5% 1,301 $846K
Summit Global Investments 0.05% Add +5.0% 1,301 $846K
Aberdeen Wealth Management LLC 0.39% Reduce -6.1% 1,300 $845K
Stanich Group LLC 0.64% Add +0.1% 1,299 $845K
Fonville Wealth Management LLC 0.16% Reduce -0.5% 1,298 $845K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.57% Reduce -83.1% 1,296 $845K
Goldstream Capital Management Ltd 1.26% Reduce -25.1% 1,298 $844K
Mattern Wealth Management LLC 0.16% Reduce -5.3% 1,297 $844K
Monument Capital Management 0.21% Reduce -1.0% 1,296 $843K
Financial Management Network Inc. 0.13% Reduce -14.6% 1,238 $842K
Twin Cities Retirement Group LLC 0.77% Reduce -1.9% 1,292 $840K
Krane Financial Solutions LLC 0.57% — 1,291 $840K
LS Investment Advisors, LLC 0.13% Reduce -14.6% 1,290 $839K
Independent Solutions Wealth Management, LLC 0.12% Add +215.4% 1,290 $839K
Vicus Capital 0.06% Add +0.2% 1,290 $839K
Shrier Wealth Management, LLC 0.31% No change 1,290 $839K
William Mack & Associates, Inc. 0.48% Reduce -5.2% 1,287 $837K
4J Wealth Management LLC 0.48% No change 1,287 $837K
True Link Financial Advisors, LLC 0.05% Reduce -3.6% 1,285 $836K
Keystone Global Partners, LLC 0.37% No change 1,284 $835K
Requisite Capital Management, LLC 0.16% Add +0.9% 1,280 $835K
Martel Wealth Advisors LLC 0.14% Reduce -46.3% 1,283 $834K
Seaside Wealth Management, Inc. 0.23% Reduce -1.2% 1,281 $833K
Johnson Bixby & Associates, LLC 0.10% Reduce -1.2% 1,279 $832K
Financial Counselors Inc. 1.17% No change 1,278 $831K
Cascade Investment Group, Inc. 0.55% Reduce -1.2% 1,275 $829K
Allied Investment Advisors, LLC 0.12% Add +0.4% 1,273 $828K
C M Bidwell & Associates Ltd. 0.39% No change 1,268 $825K
Weitzel Financial Services, Inc. 0.31% Add +0.1% 1,260 $825K
Versant Capital Management, Inc 0.08% Add +18.9% 1,267 $824K
Financial Discovery Group Inc. 1.92% — 1,263 $821K
Lee Johnson Capital Management, LLC 0.29% No change 1,262 $821K
Great Lakes Retirement, Inc. 0.08% Reduce -2.1% 1,258 $820K
Elite Life Management LLC 1.03% Add +0.2% 1,112 $820K
Stonehearth Capital Management, LLC 0.32% No change 1,259 $819K
SMART Wealth LLC 0.24% Reduce -7.9% 1,256 $817K
Monarch Capital Management Inc. 0.20% No change 1,252 $816K
Abbot Financial Management, Inc. 0.35% Reduce -6.0% 1,255 $816K
Camden National Bank 0.11% Reduce -10.9% 1,253 $815K
626 Financial, LLC 0.36% Reduce -24.2% 1,253 $815K
Rogco, LP 0.27% Add +4.5% 1,249 $812K
Focused Wealth Management, Inc 0.08% Add +0.2% 1,247 $811K
HHM Wealth Advisors, LLC 0.09% Add +2.2% 1,247 $811K
Schaeffer Financial LLC 0.68% Add +19.0% 1,247 $811K
Bernicke Wealth Management, Ltd. 0.10% Reduce -1.7% 1,247 $811K
Horizon Kinetics Asset Management LLC 0.01% Reduce -3.9% 1,244 $809K
HT Partners LLC 0.24% No change 1,241 $807K
Keystone Financial Services 0.24% Add +21.0% 1,241 $807K
Tenzing Financial LLC 0.61% Reduce -0.1% 1,176 $807K
a16z Perennial Management, L.P. 0.07% No change 1,239 $806K
BCGM Wealth Management, LLC 0.20% Add +4.0% 1,238 $805K
American Trust Investment Advisors, LLC 0.44% No change 1,237 $804K
Stegner Investment Associates Inc. 0.44% Add +0.1% 1,234 $802K
Corundum Trust Company, INC 1.83% Add +86.1% 1,232 $801K
Reston Wealth Management LLC 0.25% Reduce -23.8% 1,232 $801K
Blue Sky Capital Consultants Group, Inc. 0.38% New 1,230 $800K
Alexander Randolph Advisory, Inc. 0.69% Add +4.8% 1,229 $799K
Aufman Associates Inc 0.39% Reduce -2.5% 1,224 $796K
Alpine Bank Wealth Management 0.12% Add +32.2% 1,223 $795K
Vested Financial Planning, LLC 0.61% Add +1.2% 1,223 $795K
Lee Financial Co 0.11% Reduce -2.7% 1,220 $793K
Walker Asset Management, LLC 0.43% Reduce -1.8% 1,220 $793K
Strive Financial Group ,LLC 0.42% Reduce -1.2% 1,219 $793K
Braun-Bostich & Associates Inc. 0.50% Add +8.1% 1,219 $793K
Battery Global Advisors, LLC 0.43% Add +458.7% 1,218 $793K
CMH Wealth Management LLC 0.14% New 1,215 $792K
Traveka Wealth, LLC 0.30% Add +3.0% 1,218 $792K
Essential Partners LLC 0.27% New 1,216 $791K
North Point Portfolio Managers Corp. 0.14% Reduce -2.9% 1,216 $791K
GKV Capital Management Co., Inc. 0.30% Add +4.4% 1,215 $790K
Triune Financial Partners, LLC 0.19% No change 1,214 $790K
Sargent Investment Group, LLC 0.10% Reduce -0.5% 1,214 $790K
Comprehensive Money Management Services LLC 0.52% No change 1,212 $788K
Accelerate Investment Advisors LLC 0.53% Add +7.5% 1,209 $786K
Granite Harbor Advisors, Inc. 0.34% Reduce -0.1% 1,207 $785K
17 Capital Partners, LLC 0.41% Reduce -27.7% 1,206 $784K
Richard W. Paul & Associates, LLC 0.26% Reduce -18.4% 1,204 $783K
TriaGen Wealth Management LLC 0.21% Reduce -9.7% 1,204 $783K
Horizon Bancorp Inc. 0.38% No change 1,204 $783K
Holistic Financial Partners 0.29% Add +0.2% 1,203 $782K
Paradigm Capital Management, LLC 0.72% Reduce -61.6% 1,200 $780K
Perryman Financial Advisory Inc. 0.12% Add +2.1% 1,199 $780K
Physician Wealth Advisors, Inc. 0.11% No change 1,198 $779K
City National Bank of Florida 0.46% Add +242.3% 1,198 $779K
Intelligent Financial Strategies 0.41% No change 1,194 $779K
Northland Securities, Inc. 0.74% Reduce -10.5% 1,197 $778K
West Wealth Group, LLC 0.15% Add +3.5% 1,196 $778K
Alta Capital Management LLC/ 0.06% Reduce -88.2% 1,196 $778K
Carr Financial Group Corp 0.21% Reduce -2.8% 1,195 $777K
Benchmark Financial, LLC 0.70% Add +0.1% 1,195 $777K
Concord Asset Management, LLC 0.13% Reduce -0.3% 1,195 $777K
Grantvest Financial Group LLC 0.50% Add +3.1% 1,192 $775K
Millennium Capital Advisors, LLC 0.48% Reduce -3.6% 1,190 $774K
Northcape Wealth Management, LLC 0.21% No change 1,188 $773K
Caitlin John, LLC 0.47% Reduce -49.5% 1,188 $772K
Stableford Capital II LLC 0.29% Add +143.7% 1,187 $772K
Portside Wealth Group, LLC 0.10% Reduce -4.0% 1,184 $770K
Prostatis Group LLC 0.20% Reduce -30.5% 1,182 $769K
Goepper Burkhardt LLC 0.26% Add +0.2% 1,179 $767K
Hudock, Inc. 0.11% Add +19.0% 1,176 $765K
Chico Wealth RIA 0.47% Add +0.2% 1,176 $764K
IMPACTfolio, LLC 0.32% No change 1,175 $764K
Wealthcare Capital Management LLC 0.08% No change 1,175 $764K
Boothe Investment Group, Inc. 0.25% Reduce -0.3% 1,173 $763K
Keudell/Morrison Wealth Management 0.16% No change 1,172 $762K
5th Street Advisors, LLC 0.33% Add +230.1% 1,172 $762K
Indie Asset Partners, LLC 0.87% Reduce -6.7% 1,171 $762K
Quaker Wealth Management, LLC 0.24% Reduce -1.6% 1,170 $761K
Avant Financial Advisors LLC 0.53% Add +5.1% 1,170 $761K
Cross Staff Investments Inc 0.39% Add +57.0% 1,170 $761K
Capital Counsel LLC 0.03% Reduce -12.2% 1,167 $759K
Nicholas Wealth, LLC. 0.52% Reduce -1.0% 1,549 $758K
Kensington Investment Counsel, LLC 0.36% Add +56.1% 1,166 $758K
Commonwealth Retirement Investments LLC 0.23% No change 1,165 $758K
Gordian Advisors LLC 0.50% Add +1.3% 1,165 $758K
Nova R Wealth, Inc. 0.24% Add +0.4% 1,165 $757K
Vista Investment Partners Ii, LLC 0.34% Add +1.5% 1,164 $757K
Foundation Wealth Management, LLC\PA 0.27% No change 1,163 $756K
Kuhn & Co Investment Counsel 0.49% Add +1.0% 1,162 $756K
TRB Wealth Management, LLC 0.11% — 1,155 $753K
RPS Advisory Solutions LLC 0.43% Reduce -84.2% 1,158 $753K
Rezny Wealth Management, Inc. 0.17% Reduce -1.6% 1,157 $752K
Sage Financial Management Group, Inc. 0.23% No change 1,155 $751K
Rench Wealth Management, Inc. 0.23% Reduce -16.4% 1,155 $751K
McKinney Capital Management, LLC 0.64% — 1,154 $750K
HFG Wealth Management, LLC 0.41% Reduce -50.4% 1,153 $750K
Paller Financial Services Inc 0.62% No change 1,149 $747K
Entrewealth, LLC 0.33% Add +21.1% 1,149 $747K
First Growth Capital LLC 0.68% No change 1,139 $746K
Palisade Capital Management, LP 0.03% No change 1,147 $746K
Blue Line Capital, LLC / IL 0.84% Reduce -12.4% 1,146 $745K
Ramiah Investment Group 0.65% Reduce -96.5% 1,146 $745K
Ardent Capital Management, Inc. 0.32% No change 1,146 $745K
Forbes J M & Co. LLP 0.06% Add +36.5% 1,138 $740K
Ariadne Wealth Management, LP 0.33% No change 1,134 $740K
Lincoln Capital LLC 0.14% No change 1,138 $740K
Owl Creek Wealth Partners LLC 0.26% — 1,137 $740K
Peoples Bank 0.74% Reduce -3.0% 1,136 $739K
Wealth Management Associates, Inc. 0.26% Add +9.9% 1,136 $739K
Dedeker Financial LLC 0.64% Add +1.5% 1,134 $738K
Solutions 4 Wealth, Ltd 1.11% Reduce -3.6% 1,135 $738K
IVC Wealth Advisors LLC 0.32% No change 1,134 $738K
Tru Independence Asset Management 2, LLC 0.45% No change 1,131 $738K
Cidel Asset Management Inc. 0.04% Add +71.6% 1,134 $737K
Serenity Investment Advisors 0.34% Reduce -56.9% 988 $737K
Retiremitten Financial LLC 0.36% — 1,132 $736K
Variant Private Wealth, LLC 0.89% Add +0.3% 1,131 $736K
Swmg, LLC 0.21% Reduce -3.0% 1,130 $735K
Retirement Planning Group, LLC / NY 0.47% Add +47.4% 1,126 $735K
Security National Bank 0.11% No change 1,129 $734K
Emergent Wealth Advisors, LLC 0.43% Add +2.1% 1,125 $731K
Bryant Woods Investment Advisors, LLC 0.27% No change 1,124 $731K
Mueller Wealth, LLC 0.58% Reduce -0.2% 1,123 $730K
Wealth Effects LLC 0.26% Add +3.4% 1,123 $730K
Oak Harvest Investment Services 0.08% Reduce -19.4% 1,123 $730K
Atlas Wealth Partners, LLC 0.75% Add +1.8% 1,122 $730K
HighMark Wealth Management LLC 0.30% Reduce -16.0% 1,122 $729K
Kennedy Investment Group, Inc. 0.29% Reduce -0.7% 1,121 $729K
WESPAC Advisors, LLC 0.40% Reduce -40.6% 1,121 $729K
Miller Financial Services LLC 0.81% Reduce -7.4% 1,120 $728K
Picton Mahoney Asset Management 0.01% Add +43.6% 1,120 $728K
Alkeme Wealth, LLC 0.30% No change 1,118 $727K
Financial Futures Ltd Liability Co. 0.32% No change 1,117 $727K
Larch Capital Partners LLC 0.11% Reduce -59.4% 1,113 $726K
Patient Capital Management, LLC 0.03% Add +3.7% 1,115 $726K
GreatBanc Trust CO 0.51% Reduce -23.1% 1,115 $725K
Altura Wealth Advisors Inc. 0.32% Add +26.0% 1,114 $725K
Allodium Investment Consultants, LLC 0.35% No change 1,113 $724K
Marotta Asset Management 0.13% Reduce -0.8% 1,104 $723K
HighRoad Wealth Advisors, LLC 0.71% No change 1,111 $723K
Innovative Wealth Building LLC 0.51% Add +0.1% 1,111 $723K
Sageworth Trust Co of South Dakota 0.57% No change 1,110 $722K
Paradiem, LLC 0.16% New 1,109 $721K
Alternative Investment Advisors, LLC. 0.32% Reduce -31.8% 1,106 $721K
Congress Park Capital LLC 0.22% Reduce -23.0% 1,107 $720K
R. W. Roge & Company, Inc. 0.34% No change 1,106 $719K
TD Capital Management LLC 0.06% Add +0.3% 1,105 $719K
Slagle Financial, LLC 0.24% Reduce -14.6% 1,105 $719K
Commerce Advisors, LLC 0.60% — 1,105 $718K
Pointe Capital Management LLC 0.36% No change 1,104 $718K
Crossmark Global Holdings, Inc. 0.01% Reduce -82.9% 1,103 $718K
Unique Wealth Strategies, LLC 0.29% Reduce -12.3% 1,100 $716K
CPA Asset Management Group, LLC 0.24% No change 1,100 $716K
Broyhill Asset Management, LLC 0.70% No change 1,100 $715K
Quest Investment Management LLC 0.08% Add +5.1% 1,100 $715K
Lakewood Asset Management LLC 0.46% Add +7.3% 1,099 $714K
Kwmg, LLC 0.06% Add +5.0% 1,097 $713K
Chemung Canal Trust Co. 0.14% Reduce -0.3% 1,095 $712K
Ritter Daniher Financial Advisory LLC / DE 0.12% Reduce -1.4% 1,093 $711K
AmeriServ Wealth Advisors 0.45% Reduce -39.2% 1,093 $711K
Smith Shellnut Wilson LLC 0.31% Add +2.3% 1,092 $710K
B.O.S.S. Retirement Advisors, LLC 0.22% Reduce -4.1% 1,092 $710K
Bayban 0.62% No change 1,091 $710K
Left Brain Wealth Management, LLC 0.28% No change 1,090 $709K
180 Wealth Advisors, LLC 0.08% Add +5.4% 1,089 $708K
Aspire Growth Partners LLC 0.49% Add +0.3% 1,089 $708K
Stanley-Laman Group, Ltd. 0.09% Add +0.1% 1,086 $706K
Harbor Group, Inc. 0.10% Reduce -1.2% 1,082 $703K
Philadelphia Investment Partners, LLC 0.48% — 1,081 $703K
Birch Financial Group, LLC 0.41% Add +0.4% 1,081 $703K
Smart Money Group LLC 0.20% Reduce -24.7% 1,081 $703K
Legacies Wealth LLC 0.45% Reduce -6.4% 1,080 $702K
Stillwater Wealth Management Group 0.43% Add +22.9% 1,079 $702K
Shade Tree Advisors LLC 0.50% No change 1,078 $701K
NavPoint Financial, Inc. 0.28% Add +0.3% 1,077 $701K
Azimuth Capital Investment Management LLC 0.03% Add +9.7% 1,077 $700K
KFG Wealth Management, LLC 0.09% Reduce -4.3% 1,076 $700K
Ellsworth Advisors, LLC 0.13% Reduce -2.4% 1,076 $699K
Kidder Stephen W 0.21% Reduce -4.4% 1,075 $699K
Boyum Wealth Architects LLC 0.29% Add +64.7% 970 $699K
Family Legacy Financial Solutions, LLC 0.57% Reduce -47.2% 1,066 $699K
Integrity Advisory Solutions, LLC 0.09% Reduce -49.2% 1,073 $698K
Bluestem Financial Advisors, LLC 0.27% Add +36.5% 1,073 $698K
Bluesphere Advisors LLC 0.25% Add +207.4% 1,073 $698K
Colter Lewis Investment Partners LLC 0.65% Reduce -85.8% 1,067 $696K
Rowlandmiller & Partners.adv 0.14% Add +7.9% 1,068 $695K
Seneca Financial Advisors LLC 0.20% No change 1,060 $689K
WP Advisors, LLC 0.18% Add +4.5% 1,057 $687K
CBIZ Investment Advisory Services, LLC 0.03% Add +0.2% 1,056 $687K
Amicus Financial Advisors, LLC 0.19% Add +8.1% 1,056 $687K
Hubbell Strickland Wealth Management, LLC 0.27% Reduce -0.1% 1,056 $687K
Phraction Management LLC 0.19% Reduce -6.6% 1,054 $685K
Clark Estates Inc. 0.16% No change 1,054 $685K
Heritage Wealth Management, Inc. 0.34% Add +0.1% 1,053 $685K
Bath Savings Trust Co 0.07% Reduce -5.2% 1,053 $685K
Harrell Investment Partners, LLC 0.16% No change 1,051 $683K
NCM Capital Management, LLC 0.24% No change 1,050 $683K
Ascentis Wealth Management, LLC 0.14% Reduce -27.6% 1,048 $683K
Mma Asset Management LLC 0.24% Reduce -13.1% 1,049 $682K
Sandro Wealth Management LLC 0.55% Reduce -14.6% 1,048 $681K
Monument Group Wealth Advisors, LLC 0.38% Add +5.1% 1,047 $681K
Stokes Family Office, LLC 0.07% Reduce -18.2% 1,046 $680K
Blue Square Asset Management, LLC 0.32% New 1,045 $680K
Cauble & Harre Wealth Management, Inc. 0.54% No change 920 $679K
Mission Hills Financial Advisory, LLC 0.35% Add +24.1% 1,042 $678K
Sidoxia Capital Management, LLC 0.58% — 1,041 $677K
Integrated Investment Consultants, LLC 0.14% Add +6.5% 1,040 $676K
BG Investment Services, LLC 0.56% No change 1,039 $676K
RDA Financial Network 0.17% Add +1.1% 1,037 $675K
Clark Asset Management, LLC 0.06% Add +21.9% 1,037 $674K
SilverOak Wealth Management LLC 0.11% Add +1.3% 1,035 $673K
25 LLC 0.21% Add +0.5% 1,034 $672K
Elevated Financial Group LLC 0.22% Reduce -9.1% 1,032 $671K
Jmac Enterprises LLC 0.13% Add +0.1% 1,028 $669K
Alliance Wealth Management Group 0.15% No change 1,026 $667K
FLC Capital Advisors 0.12% No change 1,026 $667K
Investors Research Corp 0.13% Reduce -1.7% 1,025 $667K
Evolution Wealth Management Inc. 0.49% Add +0.1% 1,025 $667K
Bull Oak Capital, LLC 0.26% No change 1,025 $667K
Quarry Hill Advisors, LLC 0.27% No change 936 $665K
FF Advisors,LLC 0.27% Add +1.7% 938 $665K
Talon Private Wealth, LLC 0.09% — 1,020 $663K
IFC & Insurance Marketing, Inc. 0.69% Add +0.6% 1,019 $663K
FSC Wealth Advisors, LLC 12.63% Reduce -90.9% 1,017 $661K
Signet Private Wealth LLC 0.63% No change 1,017 $661K
Dopkins Wealth Management, LLC 0.27% Add +23.2% 1,015 $660K
Sonoma Private Wealth LLC 0.81% Add +38.5% 1,014 $659K
DSG Capital Advisors, LLC 0.11% No change 1,013 $659K
MeadowBrook Investment Advisors LLC 0.59% Reduce -13.8% 1,011 $657K
Whitcomb & Hess, Inc. 0.15% Add +0.1% 1,011 $657K
Zullo Investment Group, Inc. 0.25% Add +13.5% 1,010 $657K
PAX Financial Group, LLC 0.11% Reduce -67.5% 1,008 $656K
Adamsbrown Wealth Consultants LLC 0.17% Reduce -18.8% 1,008 $655K
Nova Wealth Management, Inc. 0.43% Reduce -3.8% 1,006 $654K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -34.1% 1,006 $654K
Centennial Advisors, LLC 0.83% Add +39.4% 1,005 $654K
Athena Investment Management 0.34% No change 1,005 $653K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 1,003 $652K
Sherman Wealth Management LLC 0.56% Add +0.3% 1,002 $652K
RVW Wealth, LLC 0.05% Reduce -41.3% 1,001 $651K
Lighthouse Financial Services Inc. 0.15% Reduce -20.0% 936 $650K
Shay Capital LLC 0.09% Reduce -94.5% 1,000 $650K
Acima Private Wealth, LLC 0.20% No change 999 $650K
CVA Family Office, LLC 0.07% Add +5.6% 998 $649K
Rhumbline Advisers 0.00% No change 998 $649K
3EDGE Asset Management, LP 0.03% No change 997 $648K
Altiora Financial Group, LLC 0.11% Add +44.8% 996 $648K
Stewardship Advisors, LLC 0.15% No change 994 $646K
Navigate Wealth Management, LLC 0.45% — 918 $646K
Butensky & Cohen Financial Security, Inc. 0.17% Reduce -5.6% 993 $646K
Creekside Partners 0.27% Add +2.1% 990 $644K
SKY-Mountain Capital Management, Inc. 0.46% No change 989 $643K
Riverview Capital Advisers, LLC 0.21% Add +3.9% 989 $643K
Great Waters Wealth Management 0.07% Add +5.7% 989 $643K
Scholtz & Company, LLC 0.33% Reduce -4.6% 983 $639K
MJP Associates Inc. 0.08% Add +0.1% 977 $635K
Wolff Financial Management LLC 0.14% Reduce -2.5% 975 $634K
Compass Financial Group, Inc. 0.29% No change 973 $633K
MWA Asset Management 0.35% Reduce -9.3% 972 $632K
Hiley Hunt Wealth Management 0.28% Reduce -18.7% 971 $631K
DeDora Capital, Inc. 0.15% Reduce -1.6% 971 $631K
Financial Sense Advisors, Inc. 0.15% Reduce -6.4% 970 $631K
Check Capital Management Inc. 0.04% No change 965 $628K
Asio Capital, LLC 0.09% Add +2.8% 964 $627K
Compagnie Lombard Odier SCmA 0.01% Reduce -57.6% 963 $626K
Enzi Wealth 0.22% Add +21.1% 960 $624K
Pinnacle Holdings, LLC 0.22% New 959 $624K
BostonPremier Wealth LLC 0.32% Add +0.8% 956 $622K
M. Kulyk & Associates, LLC 0.12% Reduce -5.0% 956 $622K
Redwood Financial Network Corp 0.41% Add +4.3% 955 $621K
Chris Bulman Inc 0.27% Reduce -1.0% 955 $621K
High Point Wealth Management, LLC 0.61% Add +14.8% 955 $621K
RS Crum Inc. 0.12% No change 954 $620K
Regatta Capital Group, LLC 0.09% Reduce -16.5% 953 $620K
Hollow Brook Wealth Management LLC 0.16% No change 953 $620K
Adell Harriman & Carpenter Inc. 0.04% Add +21.6% 953 $620K
America First Investment Advisors, LLC 0.12% Add +0.2% 952 $619K
Alliance Private Wealth, LLC 0.22% No change 951 $618K
Sfam, LLC 0.57% Reduce -0.1% 949 $617K
Luts & Greenleigh Group, Inc. 0.49% Add +0.2% 944 $614K
Pacific Sage Partners, LLC 0.10% Add +0.9% 943 $613K
One Wealth Capital Management, LLC 0.27% Add +19.4% 860 $612K
Northeast Planning Associates, Inc. / NH / 0.41% No change 941 $612K
Terra Nova Asset Management LLC 0.45% Reduce -9.5% 940 $611K
Everest Financial Group LLC 0.10% Add +86.3% 939 $611K
Meadowbrook Wealth Management, LLC 0.81% No change 937 $609K
Spectrum Advisors, Inc. 0.48% — 936 $609K
Cox Capital Mgt LLC 0.40% Add +8.6% 935 $608K
Bay Capital Advisors, LLC 0.37% Reduce -9.1% 935 $608K
Lodestone Wealth Management LLC 0.24% Reduce -11.2% 935 $608K
Up Strategic Wealth Investment Advisors LLC 0.38% Add +19.1% 828 $606K
FC Advisory LLC 0.18% Add +0.1% 930 $605K
Fulcrum Capital LLC 0.13% No change 930 $605K
STRS Ohio 0.00% Add +830.0% 930 $605K
Altrius Capital Management Inc 0.12% No change 929 $605K
OneAscent Family Office, LLC 0.42% Reduce -11.2% 929 $604K
Sharp Wealth Advisory, LLC 0.30% Add +2.3% 929 $604K
Unified Investment Management 0.62% No change 929 $604K
Oasis Advisors, LLC 0.12% New 928 $603K
Beck Capital Management, LLC 0.14% Reduce -10.5% 928 $603K
Ade, LLC 0.29% No change 926 $602K
Opus Capital Group, LLC 0.06% Reduce -2.1% 924 $601K
Advocate Group LLC 0.09% Add +5.1% 924 $601K
Partners in Financial Planning 0.10% Add +0.1% 923 $600K
Fidelis Wealth Advisors LLC 0.87% No change 923 $600K
Sunbeam Capital Management, LLC 0.34% Add +0.7% 921 $599K
RFP Financial Group LLC 0.33% Reduce -27.4% 920 $598K
Verde Capital Management 0.13% Reduce -4.6% 919 $598K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -11.2% 920 $598K
Tilia Fiduciary Partners, Inc. 0.33% Add +53.5% 918 $597K
WESPAC Advisors SoCal, LLC 0.13% New 918 $597K
Anson Capital, Inc. 0.41% Add +2.5% 915 $595K
Lauer Wealth, LLC 0.48% Reduce -3.5% 878 $594K
Donalies Financial Planning, LLC 0.51% No change 912 $593K
Ruggaard & Associates LLC 0.23% Reduce -8.1% 912 $593K
Valley Forge Investment Consultants Inc. Adv 0.18% Reduce -35.3% 912 $593K
Huntleigh Advisors, Inc. 0.10% Add +6.3% 910 $592K
LPWM LLC 0.15% Add +6.8% 910 $592K
InvesTrust 0.25% No change 909 $591K
Hoge Financial Services, LLC 0.32% Reduce -0.7% 908 $591K
Daytona Street Capital LLC 0.46% Add +2.3% 897 $590K
Thrive Capital Management, LLC 0.13% Reduce -9.2% 907 $590K
Premier Path Wealth Partners, LLC 0.08% Reduce -1.1% 902 $586K
Private Wealth Management Group, LLC 0.15% Add +4.7% 901 $586K
AIMZ Investment Advisors, LLC 0.18% Reduce -2.7% 901 $586K
RPG Investment Advisory, LLC 0.07% Reduce -1.4% 899 $585K
McGlone Suttner Wealth Management, Inc. 0.08% Add +0.1% 898 $584K
Keeler Thomas Management LLC 0.25% Add +0.1% 898 $584K
HC Advisors, LLC 0.39% Add +12.0% 896 $583K
RPg Family Wealth Advisory, LLC 0.12% Reduce -12.0% 895 $582K
Bollard Group LLC 0.02% Add +11.6% 893 $581K
JBR Co Financial Management Inc 0.24% No change 849 $579K
WealthPLAN Partners, LLC 0.11% Reduce -53.3% 887 $577K
Strategic Investment Solutions, Inc. 0.14% Add +1.0% 886 $577K
Menlo Advisors LLC 0.26% No change 1,500 $575K
Henderson Brothers Financial Partners, LLC 0.15% — 884 $575K
Atlantic Family Wealth, LLC 0.42% No change 883 $575K
Matisse Capital 0.25% Reduce -8.7% 883 $574K
CJM Wealth Advisers, Ltd. 0.17% Add +23.8% 880 $572K
DeLarme Wealth Management, Inc. 0.37% Add +44.5% 880 $572K
Intentional Wealth Strategies, LLC 0.53% — 878 $571K
M. Kraus & Co 0.17% Add +105.6% 876 $570K
Choice Wealth Advisors LLC 0.22% Reduce -16.6% 875 $569K
Marietta Investment Partners LLC 0.11% Reduce -0.8% 875 $569K
Clear Retirement Advice LLC 0.45% No change 874 $568K
KDK Private Wealth Management, LLC 0.52% Add +9.9% 874 $568K
Clear Street Group Inc. 0.00% Reduce -93.3% 872 $567K
Petredis Investment Advisors LLC 0.05% No change 870 $566K
Roxbury Financial LLC 0.51% Add +0.3% 870 $565K
Vision Capital Management, Inc. 0.07% Add +16.0% 869 $565K
Aerodigm Wealth, LLC 0.21% No change 864 $562K
Finley Financial, LLC 0.26% No change 861 $560K
Villere St Denis J & Co. LLC 0.06% No change 860 $559K
Sanchez Gaunt Capital Management, LLC 0.35% — 859 $559K
Snider Financial Group 0.17% Reduce -79.8% 858 $558K
Parkwoods Wealth Partners, LLC 0.14% Reduce -1.9% 858 $558K
Grant Private Wealth Management Inc 0.30% Add +9.9% 858 $558K
Jacobson & Schmitt Advisors, LLC 0.10% No change 858 $558K
PCM Encore, LLC 0.11% Add +4.7% 856 $557K
Legacy Solutions, LLC 0.52% Add +0.1% 856 $556K
Orrstown Financial Services Inc. 0.09% Reduce -8.9% 855 $556K
Fishman Jay A Ltd. 0.05% No change 855 $556K
SLT Holdings LLC 0.39% Add +7.0% 854 $555K
WealthCare Investment Partners, LLC 0.15% Reduce -1.5% 845 $555K
Advocacy Wealth Management, LLC 0.02% Reduce -85.0% 853 $554K
Rahlfs Capital, LLC 0.41% No change 850 $553K
Vantage Point Financial LLC 0.19% Add +109.1% 849 $552K
WJ Wealth Management, LLC 0.26% Add +4.9% 849 $551K
Arjuna Capital 0.14% New 847 $551K
Eastover Investment Advisors LLC 0.24% Reduce -2.5% 845 $550K
Torren Management, LLC 0.27% Reduce -0.6% 843 $548K
Brown Wealth Management, LLC 0.14% Reduce -3.7% 841 $547K
City Center Advisors, LLC 0.51% Reduce -29.7% 840 $546K
Stillwater Private Wealth, LLC 0.46% — 838 $546K
Barton Investment Management 0.07% No change 839 $546K
Farnam Financial LLC 0.45% No change 839 $546K
Beacon Investment Advisors LLC 0.21% Add +0.2% 838 $545K
Creative Capital Management Investments LLC 0.16% No change 837 $544K
Boston Standard Wealth Management, LLC 0.09% Add +0.2% 827 $542K
Emory University 0.20% Add +1.8% 831 $540K
Parkshore Wealth Management, Inc. 0.18% Add +0.7% 831 $540K
Ames National Corp. 0.32% Reduce -5.7% 828 $538K
Boyd Wealth Management, LLC 0.23% No change 828 $538K
Alessandra Capital Management, LLC 0.46% No change 828 $538K
Directional Asset Management 0.49% No change 828 $538K
Arcadia Wealth Management, LLC 0.19% Add +38.0% 828 $538K
Aviso Wealth Management 0.24% Add +100.0% 824 $536K
Torque Asset Management LLC 0.21% No change 824 $536K
Dock Street Asset Management Inc. 0.06% Reduce -13.6% 824 $536K
American Investment Services, Inc. 0.12% Reduce -5.1% 823 $535K
Parkway Wealth Management Group, LLC 0.07% Add +0.4% 787 $535K
Quest 10 Wealth Builders, Inc. 0.47% Reduce -3.1% 822 $535K
Worth Asset Management, LLC 0.20% Add +54.7% 820 $533K
SMH Capital Advisors Inc. 1.51% Add +0.1% 820 $533K
FWG Investments, LLC. 0.34% Reduce -4.7% 819 $532K
Colonial River Investments, LLC 0.19% Reduce -2.7% 818 $532K
Gradient Capital Advisors, LLC 0.14% Reduce -13.8% 818 $532K
StoneCrest Wealth Management, Inc. 0.22% Reduce -8.6% 816 $531K
Straight Path Wealth Management 0.14% Reduce -12.6% 812 $528K
Hudson Oak Wealth Advisory LLC 0.46% No change 812 $528K
Spectrum Investment Advisors, Inc. 0.26% Add +14.1% 807 $525K
Broadway Wealth Solutions, Inc. 0.27% Reduce -2.4% 806 $524K
Covington Investment Advisors Inc. 0.08% Reduce -2.4% 806 $524K
Mowery & Schoenfeld Wealth Management, LLC 0.80% Reduce -55.6% 805 $524K
Kelly Financial Group LLC 0.13% Reduce -3.5% 804 $523K
New Capital Management LP 0.13% No change 802 $522K
Ashton Thomas Securities, LLC 0.07% Reduce -37.1% 804 $521K
Sassicaia Capital Advisers LLC 0.59% Reduce -89.7% 800 $520K
Mountain Capital Investment Advisors Inc. 0.08% Reduce -31.0% 727 $520K
Asset Planning Services Inc. /La/ 0.23% No change 799 $520K
Financial Life Advisors 0.16% Reduce -3.4% 797 $518K
McNamara Financial Services, Inc. 0.10% New 797 $518K
Guardian Capital, LLC 0.50% Reduce -51.8% 797 $518K
Instrumental Wealth, LLC 0.32% No change 796 $518K
Finward Bancorp 0.41% Add +0.3% 795 $517K
KBC Group NV 0.00% Add +146.9% 795 $517K
Harbor Advisory Corp. 0.16% No change 794 $516K
Darwin Wealth Management, LLC 0.16% Reduce -70.4% 792 $516K
Stone Loft Wealth Management LLC 0.37% Add +22.0% 793 $515K
Beverly Hills Private Wealth, LLC 0.09% Add +1.3% 792 $515K
Farrow Financial, Inc. 0.29% No change 792 $515K
Integrity Investment Advisors, LLC 0.28% Reduce -4.3% 791 $514K
Ipsen Advisor Group LLC 0.36% Reduce -19.0% 789 $513K
Allen Capital Group, LLC 0.05% Reduce -0.1% 788 $512K
Boulder Wealth Advisors, LLC 0.20% No change 787 $512K
Western Pacific Wealth Management, LP 0.52% Add +0.1% 783 $509K
Stonekeep Investments, LLC 0.33% Add +34.1% 783 $509K
Crew Capital Management, Ltd 0.34% No change 782 $509K
Lantern Wealth Advisors, LLC 0.26% Add +89.3% 782 $508K
Bulwark Capital Corp 0.31% Reduce -13.9% 781 $508K
LightSquare Wealth Management, LLC 0.38% — 777 $505K
Ballast Financial Advisors LLC 0.52% Add +15.1% 776 $505K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.45% Add +0.3% 775 $504K
WestHill Financial Advisors, Inc. 0.10% No change 774 $504K
Planned Solutions, Inc. 0.17% No change 774 $503K
PFW Advisors LLC 0.16% No change 773 $503K
Sachem Hill LLC 0.10% Reduce -0.8% 771 $501K
ARK & TLK Investments, LLC 0.14% Reduce -16.7% 771 $501K
Vannoy Advisory Group, Inc. 0.32% No change 771 $501K
Jacobs Levy Equity Management, Inc. 0.00% Add +6.5% 767 $499K
Brown Financial Advisory 0.25% No change 765 $497K
LifeGoal Investments, LLC 0.28% Reduce -0.8% 759 $497K
Fortitude Family Office, LLC 0.11% No change 764 $497K
North Forty Two & Co. 0.46% No change 762 $496K
Wealthgarden F.S. LLC 0.34% Reduce -5.2% 760 $494K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -0.7% 758 $493K
RMR Capital Management, LLC 0.36% Add +14.7% 860 $492K
Premier Financial Group 0.08% Add +1.1% 746 $491K
First National Advisers, LLC 0.07% No change 753 $490K
Strategic Planning Group, LLC 0.07% Reduce -3.1% 752 $490K
Elite Financial, Inc. 0.22% Add +0.1% 751 $489K
Mill Capital Management, LLC 0.04% Add +13.1% 751 $488K
Atwater Malick LLC 0.13% Add +0.1% 751 $488K
SFE Investment Counsel 0.08% No change 750 $488K
Citrine Capital LLC 0.21% Add +100.3% 749 $487K
Kingsman Wealth Management, Inc. 0.27% Reduce -12.0% 748 $486K
Gerber, LLC 0.27% Add +0.4% 747 $486K
Dynamic Financial Group 0.40% Add +2.3% 744 $484K
Arcadia Investment Management Corp. 0.08% Add +5.5% 743 $483K
Indivisible Partners 0.04% New 739 $481K
Vance Wealth, LLC 0.14% No change 735 $480K
Kondo Wealth Advisors, Inc. 0.18% Add +0.4% 737 $479K
Asempa Wealth Advisors 0.42% Reduce -1.2% 730 $478K
TPG Financial Advisors, LLC 0.16% Add +10.9% 735 $478K
Base Wealth Management LLC 0.27% Reduce -63.4% 734 $478K
London Co. of Virginia 0.00% Reduce -77.5% 730 $476K
Detalus Advisors, LLC 0.11% Reduce -0.1% 730 $475K
Sompo Asset Management Co., Ltd. 0.09% Reduce -18.9% 730 $475K
Monetary Solutions, Ltd 0.46% Add +1.7% 728 $473K
MN Wealth Advisors, LLC 0.23% Add +0.3% 726 $473K
Cary Street Partners Investment Advisory LLC 0.12% Reduce -30.6% 725 $472K
Salvus Wealth Management, LLC 0.27% Add +56.1% 726 $472K
Regimen Wealth, LLC 0.14% Add +0.3% 725 $472K
Pacific Excel Wealth Advisors, Inc. 0.50% Add +24.6% 725 $471K
Almitas Capital LLC 0.11% New 725 $471K
Portfolio Resources Advisor Group, Inc. 0.47% Reduce -28.4% 722 $471K
Legacy Bridge, LLC 0.18% No change 724 $471K
Elgethun Capital Management 0.08% Reduce -7.3% 724 $471K
Paul R. Ried Financial Group, LLC 0.22% Add +119.4% 724 $471K
Southland Equity Partners LLC 0.09% Add +15.3% 722 $470K
David Kennon Inc 0.17% No change 722 $469K
Stage Harbor Financial, LLC 0.31% Reduce -4.8% 721 $469K
Parker Financial LLC 0.19% No change 721 $469K
HWG Holdings LP 0.12% No change 721 $469K
Uniting Wealth Partners, LLC 0.10% Add +2.9% 718 $468K
TIAA Wealth Investment Management LLC 0.00% — 735 $468K
Cooper Capital Advisors LLC 0.33% Add +3.2% 717 $466K
Montgomery Investment Management Inc. 0.16% No change 716 $466K
Baugh & Associates, LLC 0.20% Reduce -0.8% 713 $464K
Hoffman, Alan N Investment Management 0.31% No change 712 $463K
Gill Capital Partners, LLC 0.13% Reduce -12.1% 712 $463K
Total Wealth Planning & Management, Inc. 0.37% Reduce -84.8% 710 $462K
Augustine Asset Management Inc. 0.10% New 709 $461K
Eagle Harbor Asset Management Inc. 0.39% Add +0.1% 706 $459K
Oak Asset Management, LLC 0.16% Reduce -9.6% 705 $458K
Presilium Private Wealth, LLC 0.08% No change 705 $458K
AG Asset Advisory, LLC 0.38% Add +2.5% 704 $458K
Access Financial Services, Inc. 0.16% Reduce -7.0% 703 $457K
Twelve Points Wealth Management LLC 0.10% Add +60.9% 700 $455K
Todd Asset Management LLC 0.01% Reduce -88.4% 700 $455K
Mayfair Advisory Group, LLC 0.16% Add +4.5% 696 $453K
Coquina Private Wealth LLC 0.36% Add +10.1% 696 $453K
McNaughton Wealth Management, LLC 0.19% Reduce -5.7% 695 $452K
5T Wealth, LLC 0.18% New 695 $452K
Synergy Investment Management, LLC 0.15% Add +11.6% 695 $452K
Lester Murray Antman dba SimplyRich 0.12% No change 694 $451K
Proactive Wealth Strategies LLC 0.08% Add +110.0% 691 $450K
Carnegie Lake Advisors LLC 0.18% Add +0.1% 691 $450K
Mindset Wealth Management, LLC 0.12% Reduce -37.7% 691 $450K
CLG LLC 0.11% Add +2.1% 690 $449K
Cadent Capital Advisors, LLC 0.12% Reduce -2.1% 689 $448K
Moller Wealth Partners 0.09% Add +0.3% 686 $446K
Pflug Koory, LLC 0.20% Add +0.3% 686 $446K
SevenBridge Financial Group, LLC 0.07% Reduce -27.7% 627 $446K
Great Point Wealth Advisors, LLC 0.08% No change 684 $445K
Resolute Wealth Advisor, Inc. 0.25% — 683 $444K
Councilor Wealth, LLC 0.22% Reduce -8.3% 683 $444K
Clearwave Capital, LLC 0.30% Add +0.3% 683 $444K
Argent Advisors, Inc. 0.12% Add +27.8% 680 $442K
Balanced Rock Investment Advisors LLC 0.31% No change 676 $440K
Benedict Financial Advisors Inc. 0.09% Reduce -26.4% 676 $440K
CCM Investment Advisers LLC 0.04% Add +0.3% 676 $440K
Ballew Advisors, Inc 0.25% Add +14.1% 646 $439K
Knightsbridge Asset Management, LLC 0.06% Reduce -11.3% 675 $439K
Topel & Distasi Wealth Management, LLC 0.23% Reduce -1.8% 675 $439K
Mittelman Wealth Management 0.27% Add +4.5% 674 $439K
Meadow Creek Wealth Advisors LLC 0.28% Add +0.1% 674 $439K
Old Port Advisors 0.10% Reduce -18.2% 674 $438K
Miller Wealth Advisors, LLC 0.17% Add +0.3% 674 $438K
Lakeshore Financial Planning, Inc. 0.16% Reduce -27.2% 673 $438K
Daner Wealth Management, LLC 0.26% Reduce -0.2% 592 $437K
Legacy Advisory Services, LLC 0.33% Reduce -23.6% 672 $437K
Anchor Capital Advisors LLC 0.01% Reduce -1.8% 672 $437K
Inspire Advisors, LLC 0.04% Add +63.0% 670 $436K
Oxford Wealth Group, LLC 0.24% Add +64.8% 669 $435K
Eaton-Cambridge Inc. 0.14% Add +5.4% 668 $434K
Eight 31 Financial, LLC 0.26% Add +40.7% 667 $434K
Teamwork Financial Advisors, LLC 0.05% Reduce -0.5% 666 $433K
Northwest Wealth Management, LLC 0.07% Add +1.5% 666 $433K
John W. Brooker & Co., CPAs 0.68% Add +98.2% 664 $432K
Littlejohn Financial Services, Inc. 0.32% No change 663 $431K
Rather & Kittrell, Inc. 0.07% No change 662 $431K
Glass Jacobson Investment Advisors llc 0.15% Add +22.4% 662 $431K
Integris Wealth Management, LLC 0.10% No change 660 $429K
Cornerstone Enterprises, LLC 0.21% No change 660 $429K
Commons Capital, LLC 0.36% Reduce -13.7% 659 $428K
Centennial Wealth Advisory LLC 0.10% Reduce -8.4% 658 $428K
Gallagher Capital Advisors, LLC 0.29% Reduce -3.0% 655 $426K
KERR FINANCIAL PLANNING Corp 0.30% Reduce -50.1% 600 $426K
Brick & Kyle, Associates 0.14% No change 653 $425K
Greenwood Capital Associates LLC 0.05% Add +8.3% 652 $424K
Rakuten Securities, Inc. 0.18% Reduce -17.2% 651 $423K
Thayer Partners, LLC / MA 0.20% Reduce -28.6% 650 $423K
Crane Advisory, LLC 0.06% No change 600 $421K
Dagco, Inc. 0.09% Add +40.0% 647 $421K
Balanced Wealth Group LLC 0.15% Reduce -4.7% 646 $420K
Davidson Capital Management Inc. 0.08% No change 645 $419K
Partners Wealth Management, LLC 0.43% Add +3.2% 645 $419K
Templeton & Phillips Capital Management, LLC 0.34% No change 645 $419K
Eliot Finkel Investment Counsel, LLC 0.23% No change 645 $419K
Pacifica Partners Inc. 0.14% Reduce -0.6% 645 $419K
Troutman Wealth Management, LLC 0.35% Add +0.3% 644 $419K
Fairfield, Bush & Co. 0.23% New 643 $418K
Scissortail Wealth Management, LLC 0.08% Add +0.9% 643 $418K
Capital Advisory Group Advisory Services, LLC 18.49% — 640 $416K
Merrithew & Thorsten Inc 0.39% Add +0.2% 640 $416K
Nomura Asset Management Co. Ltd. 0.00% No change 637 $414K
Redmond Asset Management, LLC 0.11% Add +3.8% 637 $414K
Capital Advisor Network LLC 0.58% — 636 $414K
Graham Capital Wealth Management, LLC 0.37% Reduce -0.3% 636 $413K
Capital Squared Financial LLC 0.32% Reduce -3.8% 635 $413K
O'Brien Greene & Co. Inc 0.12% No change 634 $413K
Forum Private Client Group LLC 0.14% No change 634 $412K
Norris Perne & French LLP 0.02% Add +3.1% 633 $411K
Brio Consultants, LLC 0.05% Add +3.3% 567 $410K
New England Professional Planning Group Inc. 0.17% No change 631 $410K
Herold Advisors, Inc. 0.09% Add +5.5% 629 $409K
Meridian Wealth Partners, LLC 0.06% Add +3.3% 626 $407K
Planning Directions Inc. 0.21% Reduce -5.4% 626 $407K
Robinswood Financial LLC 0.13% Add +0.3% 626 $407K
Raine Capital LLC 2.88% Add +20.4% 626 $407K
Zinnia Wealth Advisory, LLC 0.46% Add +22.3% 626 $407K
WPG Advisers, LLC 0.30% Add +3.5% 625 $406K
Vigil Wealth Management, LLC 0.33% Add +103.9% 624 $406K
Jim Saulnier & Associates, LLC 0.20% Reduce -2.5% 624 $406K
Acute Investment Advisory, LLC 4.53% Reduce -4.9% 620 $403K
Dudley Capital Management, LLC 0.18% No change 618 $402K
Downshift Financial, LLC 0.21% Add +18.9% 566 $401K
Strategent Financial, LLC 0.27% No change 617 $401K
Strategic Financial Partners, Ltd. 0.17% No change 611 $397K
Sweeney & Michel, LLC 0.12% Add +2.7% 576 $395K
Pine Harbor Wealth Management, LLC 0.12% Reduce -5.3% 608 $395K
Rf&l Wealth Management, LLC 0.30% No change 607 $395K
St. Clair Advisors, LLC 0.10% No change 607 $395K
Cascade Investment Advisors, Inc. 0.23% Reduce -2.6% 606 $394K
Advisory Research Inc. 0.05% Reduce -66.3% 606 $394K
Rinkey Investments 0.10% Add +0.7% 605 $393K
Dash Acquisitions Inc. 0.08% Add +4.3% 554 $393K
Weybosset Research & Management LLC 0.11% Add +23.6% 603 $392K
Certior Financial Group, LLC 0.25% Reduce -21.6% 600 $390K
Morton Community Bank 0.08% Reduce -17.2% 600 $390K
Jennison Associates LLC 0.00% New 600 $390K
BlueStem Wealth Partners, LLC 0.04% Reduce -19.4% 599 $390K
Redstone Wealth Management, LLC 0.31% Add +2.4% 599 $390K
Sara-Bay Financial 0.12% Add +17.9% 598 $389K
Advus Financial Partners, LLC 0.10% Reduce -8.3% 598 $389K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.2% 598 $389K
Shepherd Kaplan Krochuk, LLC 0.33% Add +0.2% 597 $389K
Strengthening Families & Communities, LLC 0.10% Add +0.2% 595 $387K
Pacific Point Advisors, LLC 0.20% New 594 $386K
Schiavi & Co LLC 0.11% No change 593 $386K
Park Capital Management, LLC / WI 0.37% Reduce -94.7% 592 $385K
Spurstone Advisory Services, LLC 6.58% Add +1.0% 591 $384K
Smith Partners Wealth Management, LLC 0.34% Reduce -1.0% 590 $384K
Denver PWM, LLC 0.13% New 520 $383K
Francis Financial, Inc. 0.07% Reduce -9.5% 589 $383K
Riverchase Wealth Management, LLC 0.20% New 588 $383K
Boomfish Wealth Group, LLC 0.20% Reduce -0.3% 588 $382K
Vectors Research Management, LLC 0.11% No change 588 $382K
Leo H. Evart, Inc. 0.33% — 587 $382K
Gilbert Capital Group, Inc. 0.29% Reduce -13.0% 587 $382K
ShankerValleau Wealth Advisors, Inc. 0.11% No change 587 $382K
Interactive Financial Advisors, Inc. 0.25% Reduce -6.3% 585 $381K
Penn Davis McFarland Inc. 0.04% Reduce -31.9% 583 $379K
Lineweaver Wealth Advisors, LLC 0.05% Reduce -34.1% 580 $377K
Legacy PCG, LLC 2.05% Reduce -94.0% 579 $377K
Gentry Private Wealth, LLC 0.23% No change 578 $376K
Astoria Strategic Wealth, Inc. 0.10% No change 578 $376K
Harfst & Associates, Inc. 0.07% Reduce -1.7% 578 $376K
Palacios Wealth Management, LLC 0.24% New 523 $376K
Field & Main Bank 0.11% Reduce -8.8% 577 $375K
Presidio Capital Management, LLC 0.11% Reduce -2.4% 577 $375K
Kilter Group LLC 0.16% No change 576 $375K
Walker Financial Services, Inc. 0.13% Reduce -0.3% 575 $374K
First Financial Corp. 0.15% Reduce -57.7% 575 $374K
GLOBALT Investments LLC / GA 0.01% No change 575 $374K
Oakmont Advisory Group, LLC 0.38% Add +0.7% 572 $372K
Boston Common Asset Management, LLC 0.02% Reduce -70.1% 572 $372K
Blume Capital Management, Inc. 0.06% No change 572 $372K
First Citizens Financial Corp 0.18% Add +2.5% 572 $372K
Somerville Kurt F 0.10% Add +6.7% 572 $372K
RBA Wealth Management, LLC 0.13% Reduce -89.6% 571 $371K
Benson Investment Management Company, Inc. 3.70% Reduce -20.1% 569 $370K
Wealth Management Strategies, Inc. 0.17% Add +0.2% 567 $369K
Financial Strategies Group, Inc. 0.06% No change 513 $367K
Crescent Sterling, Ltd. 0.35% Add +15.4% 563 $366K
Cassady Wealth & Retirement Planning, LLC 0.19% No change 508 $365K
Future Financial Wealth Managment LLC 0.23% No change 520 $364K
CWC Advisors, LLC. 0.17% Reduce -54.8% 559 $364K
KWB Wealth 0.04% No change 533 $363K
PSI Advisors, LLC 0.09% Add +7.7% 558 $363K
Aquire Wealth Advisors, LLC 0.10% Add +1.5% 556 $362K
Fairway Wealth LLC 0.10% New 556 $362K
Gallagher Fiduciary Advisors, LLC 0.01% Add +72887.1% 15,582,013 $360K
IAG Wealth Partners, LLC 0.04% No change 554 $360K
Ring Mountain Capital, LLC 0.20% No change 554 $360K
Mustard Seed Financial, LLC 0.22% Add +7.2% 553 $360K
Lynch & Associates 0.07% No change 553 $360K
4WEALTH Advisors, Inc. 0.31% Add +9.2% 569 $359K
WMG Financial Advisors, LLC 0.15% Reduce -75.5% 552 $359K
Bank of Stockton 0.11% No change 552 $359K
Cornerstone Investment Partners, LLC 0.02% Reduce -90.0% 552 $359K
Vertrix Wealth Management, LLC 0.13% — 552 $359K
Viawealth, LLC 0.20% No change 550 $358K
AF Advisors, Inc. 0.20% No change 550 $358K
Yukon Wealth Management, Inc. 0.21% No change 549 $357K
Diligent Investors, LLC 0.09% Reduce -2.7% 548 $357K
Vista Finance, LLC 0.28% Reduce -34.6% 548 $357K
Cardinal Capital Management 0.05% Add +0.6% 545 $356K
Fulcrum Wealth Advisors, LLC 0.29% Reduce -30.0% 546 $355K
KOM Wealth Management Group, LLC 0.24% Add +24.4% 545 $354K
Conrad Siegel Investment Advisors, Inc. 0.06% No change 545 $354K
Frankly Finances, LLC 0.32% No change 545 $354K
Plus Group Wealth Advisors LLC 0.39% No change 544 $354K
Clarity Retirement & Wealth, LLC 0.29% Add +47.8% 544 $354K
Seascape Capital Management 0.10% Reduce -26.8% 543 $353K
Poehling Capital Management, INC. 0.07% Reduce -1.1% 541 $352K
Hill Island Financial LLC 0.09% No change 541 $352K
Hilltop Wealth Advisors, LLC 0.21% No change 540 $351K
Stillwater Capital Advisors, LLC 0.04% Reduce -6.7% 540 $351K
Tarbox Family Office, Inc. 0.06% No change 539 $351K
WealthCare Asset Management, LLC 0.37% Reduce -87.7% 538 $350K
PeakShares LLC 0.32% No change 538 $350K
GDS Wealth Management 0.02% Reduce -35.6% 235 $349K
Vickerman Investment Advisors, Inc. 0.07% Reduce -1.5% 533 $347K
Kimelman & Baird, LLC 0.03% Reduce -4.5% 532 $346K
Decision Investments, Inc. 0.39% Add +41.6% 531 $345K
Security National Bank of Sioux City Iowa 0.20% No change 530 $345K
Hager Investment Management Services, LLC 0.19% No change 528 $343K
Spectrum Planning & Advisory Services Inc. 0.17% Add +0.2% 528 $343K
Longview Financial Advisors LLC 0.19% No change 527 $343K
Summit Portfolio Management, LTD. 0.22% — 526 $342K
Liberty Atlantic Advisors LLC 0.29% Add +56.3% 525 $342K
Financially in Tune, LLC 0.29% Add +2.5% 525 $341K
Foundry Financial LLC 0.14% Reduce -55.0% 525 $341K
Vantage Investment Partners, LLC 0.02% No change 524 $341K
Elm3 Financial Group, LLC 0.29% Reduce -7.1% 523 $340K
Trajan Wealth LLC 0.01% Reduce -15.3% 522 $339K
Tenon Financial LLC 0.13% Add +0.2% 521 $339K
Legacy Financial Independent Advisors LLC 0.18% — 518 $337K
ODonnell Financial Services, LLC 0.12% No change 517 $336K
Legacy Wealth Managment, LLC 0.17% Add +48.6% 517 $336K
Martin Capital Partners, LLC 0.12% New 515 $335K
Community Bank of Raymore 0.22% No change 515 $335K
Wisconsin Wealth Advisors, LLC 0.33% Add +2.0% 515 $335K
Hunter Associates Investment Management LLC 0.04% No change 512 $334K
Cathy Pareto & Associates, Inc. 0.22% Add +3.2% 512 $333K
Tamar Securities, LLC 0.04% Reduce -0.8% 512 $333K
Platt Wealth Management LLC 0.32% No change 511 $332K
Corepath Wealth Partners LLC 0.22% Add +0.4% 491 $332K
Alexander Labrunerie & Co., Inc. 0.13% Add +9.7% 510 $332K
Pachira Investments Inc. 0.15% Reduce -0.8% 509 $331K
Tme Financial, Inc. 0.23% Reduce -7.6% 508 $330K
Morey & Quinn Wealth Partners, LLC 0.23% Add +5.8% 507 $330K
Kenora Financial, LLC 0.12% Add +25.5% 507 $330K
Elevated Capital Advisors, LLC 0.08% Reduce -8.7% 506 $329K
Riversedge Advisors, LLC 0.05% Add +16.3% 506 $329K
Koa Wealth Management, LLC 0.24% Reduce -13.4% 505 $328K
Phillips Wealth Planners LLC 0.25% Reduce -91.1% 444 $328K
JHP Wealth Management, LLC 0.31% Add +0.4% 505 $328K
Dividend Assets Capital, LLC 0.07% New 504 $328K
Edgemoor Investment Advisors, Inc. 0.03% No change 503 $328K
VERITY Wealth Advisors 0.22% New 503 $327K
Southern Capital Advisors, LLC 0.15% Add +3.7% 502 $326K
Capstone Wealth Management Group, LLC 0.14% Reduce -79.2% 501 $326K
Ping Capital Management, Inc. 0.13% Reduce -61.5% 500 $325K
Delaney Dennis R 0.12% Reduce -5.7% 500 $325K
Sound Stewardship, LLC 0.15% Reduce -1.0% 499 $325K
Newport Capital Group, LLC 0.20% Add +16.9% 497 $324K
TFB Advisors LLC 0.17% Reduce -65.5% 497 $323K
Post Resch Tallon Group Inc. 0.26% No change 492 $322K
Bramshill Investments, LLC 0.03% Reduce -90.1% 495 $322K
Fiscal Wisdom Wealth Management, LLC 0.31% Reduce -1.0% 494 $321K
Ascent Advisors, LLC 0.59% — 493 $321K
Fiduciary Advisors, Inc. 0.24% Add +0.2% 492 $320K
Richardson Capital Management LLC 0.15% Reduce -5.6% 489 $318K
LM Advisors LLC 1.77% Add +4.9% 52,231 $318K
Magnolia Wealth Management, LLC 0.18% Reduce -4.9% 488 $317K
Continuum Wealth Advisors, LLC 0.13% Reduce -1.6% 486 $316K
Wrenne Financial Planning LLC 0.12% Add +4.3% 482 $314K
Gerald Baker Financial Group LLC 0.10% — 482 $314K
Rubicon Advisors, GP 0.28% Add +0.2% 481 $313K
Cutler Capital Management, LLC 0.10% Reduce -2.4% 481 $313K
McRae Capital Management Inc. 0.06% No change 481 $313K
Northwest Wealth Advisors, LLC 0.22% Add +0.2% 481 $313K
Andina Capital Management, LLC 0.28% Reduce -34.5% 480 $312K
WMS Group LLC 0.45% Add +4.3% 480 $312K
Dougherty & Associates, LLC 0.29% No change 480 $312K
ATX Financial Planning, LLC 0.24% Reduce -11.9% 479 $312K
Mainstay Capital Management LLC 0.02% Reduce -57.0% 479 $312K
Portfolio Strategies, Inc. 0.04% Add +4.4% 478 $311K
tru Independence LLC 0.15% Reduce -2.5% 478 $311K
Blackhill Capital Inc. 0.02% No change 478 $311K
Quantum Financial Planning Services, Inc. 0.11% Add +7.9% 478 $311K
Gray Private Wealth, LLC 0.16% No change 478 $311K
TradeWell Securities, LLC. 0.13% Add +0.2% 476 $310K
Reliant Investment Partners, LLC 0.26% No change 476 $310K
Provident Co of the Employees of the Hebrew University LTD 0.49% No change 474 $309K
Lauterbach Financial Advisors, LLC 0.15% No change 475 $309K
Sarver Vrooman Wealth Advisors 0.19% No change 474 $308K
Higgins & Schmidt Wealth Strategies LLC 0.14% Reduce -15.7% 474 $308K
Carlson Financial, Inc. 0.18% Reduce -2.7% 474 $308K
Cogent Private Wealth, Inc. 0.22% No change 473 $308K
Bucket List Wealth Management, LLC 0.18% No change 472 $307K
J.E. Simmons & Co., P.C. 0.20% No change 471 $306K
Peloton Wealth Strategists 0.13% Add +0.2% 470 $306K
Whitaker-Myers Wealth Managers, LTD. 0.06% Reduce -2.9% 470 $306K
Probity Advisors, Inc. 0.05% Reduce -18.9% 468 $304K
FIDELIS iM, LLC 0.11% Add +0.4% 467 $304K
Mechanics Financial Corp 0.13% Reduce -10.6% 466 $303K
Pring Turner Capital Group Inc. 0.18% No change 444 $303K
Clear Investment Research, LLC 0.47% No change 465 $302K
Compass Advisory Group LLC 0.08% New 464 $302K
M Wealth Management, LLC 0.25% Reduce -5.9% 464 $302K
Moulton Wealth Management, Inc. 0.21% Add +0.2% 461 $302K
Elk River Wealth Management LLC 0.05% Reduce -9.4% 462 $301K
Professional Financial Advisors, LLC 0.06% Add +18.1% 463 $301K
Gaddis Premier Wealth Advisors LLC 0.22% No change 461 $300K
Jackson Thornton Wealth Management, LLC 0.03% Add +0.2% 441 $300K
Advisory Resource Group 0.05% Add +23.0% 460 $299K
Winter & Associates, Inc. 0.26% Reduce -2.8% 454 $299K
Integrated Capital Management, LLC 0.13% Reduce -26.1% 458 $298K
Flywheel Private Wealth LLC 0.17% Add +9.6% 457 $297K
Cornerstone Management, Inc. 0.05% No change 456 $297K
Bond & Devick Financial Network, Inc. 0.08% No change 456 $297K
SVRN Asset Management, LLC 0.29% No change 455 $296K
Sunburst Financial Group, LLC 0.06% No change 454 $295K
Friedenthal Financial 0.15% Reduce -78.5% 454 $295K
Red Mountain Financial, LLC 0.28% No change 452 $294K
Jag Capital Management, LLC 0.03% Reduce -1.3% 451 $294K
Piedmont Capital Management, LLC 0.15% No change 446 $293K
T3 Companies, LLC 0.41% Reduce -68.2% 451 $293K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 449 $293K
Schulhoff & Co. Inc. 0.12% No change 450 $293K
Beckerman Institutional, LLC 0.15% No change 448 $291K
Golden Bell Financial Planning LLC 0.23% No change 448 $291K
Tanglewood Wealth Management, Inc. 0.02% Reduce -74.9% 448 $291K
DORVAL Corp 0.09% Add +0.5% 448 $291K
Mendel Capital Management LLC 0.15% — 447 $291K
Van Diest Capital, LLC 0.23% Reduce -36.1% 447 $291K
Belleair Asset Management, LLC 0.27% No change 447 $291K
Joule Financial, LLC 0.08% Add +18.3% 446 $290K
Entelevest, LLC 0.30% Add +18.7% 445 $290K
Skyline Advisors, Inc. 0.10% Add +0.2% 445 $290K
Palatine Hill Wealth Management, LLC 0.25% No change 445 $289K
Fox Hill Wealth Management 0.14% Add +8.0% 444 $289K
Davidson Investment Advisors 0.01% Reduce -65.6% 442 $287K
EnRich Financial Partners LLC 0.08% Reduce -9.8% 440 $286K
Thompson Davis & Co., Inc. 0.19% Reduce -12.7% 440 $286K
Petra Financial Advisors Inc. 0.18% Reduce -12.2% 440 $286K
Sequent Planning LLC 0.07% Reduce -66.1% 440 $286K
Whipplewood Advisors, LLC 0.15% Add +146.6% 439 $285K
Colton Groome Financial Advisors, LLC 0.08% Reduce -0.5% 438 $285K
CarsonAllaria Wealth Management, Ltd. 0.14% Reduce -9.0% 437 $285K
Harold Davidson & Associates Inc. 0.14% Reduce -8.0% 436 $284K
Diversify Advisory Services, LLC 0.04% Reduce -99.9% 398 $283K
WHI TRUST Co LLC 0.21% No change 435 $283K
Lighthouse Financial LLC 0.17% Add +4.8% 435 $283K
Louisbourg Investments Inc. 0.05% Reduce -9.0% 435 $283K
Titan Wealth (CI) Ltd 0.12% No change 435 $283K
Client First Capital LLC 0.12% Reduce -5.0% 435 $283K
U S Wealth Group, Llc. 0.19% New 12,700 $282K
Lederer & Associates Investment Counsel 0.20% Add +20.2% 434 $282K
Lane Brothers & Co. Inc. 0.21% Reduce -4.8% 433 $282K
ROSS\JOHNSON & Associates LLC 5.06% No change 432 $281K
Melone Private Wealth, LLC 0.11% Add +0.2% 431 $280K
Mullooly Asset Management, Inc. 0.10% Reduce -12.0% 431 $280K
Signature Resources Capital Management, LLC 0.13% Reduce -34.9% 430 $280K
Axos Invest Inc. 0.21% Reduce -8.5% 430 $279K
Talisman Wealth Advisors LLC 0.22% Add +0.5% 428 $278K
William Allan Corp 0.16% Add +0.2% 427 $278K
MTM Financial Group, LLC 0.13% Add +26.3% 427 $278K
OLIO Financial Planning 0.08% No change 426 $277K
Elevation Wealth Management LLC 0.25% Reduce -57.2% 425 $277K
Oakmont Investment Advisors, Inc. 0.25% Reduce -2.3% 424 $276K
Heritage Family Offices, LLP 0.12% Reduce -2.8% 424 $276K
Garrett Wealth Advisory Group, LLC 0.05% No change 424 $276K
Arcataur Capital Management LLC 0.08% No change 423 $275K
Forteris Wealth Management Inc. 0.26% Reduce -26.2% 423 $275K
Western Reserve Capital Management, LLC 0.23% No change 423 $275K
Clay Northam Wealth Management, LLC 0.15% Reduce -6.4% 423 $275K
Biondo Investment Advisors, LLC 0.04% No change 423 $275K
Valued Retirements, Inc. 0.27% No change 423 $275K
Strong Tower Advisory Services 0.05% Reduce -21.6% 422 $274K
Three Seasons Wealth, LLC 0.10% Reduce -58.7% 420 $274K
Adaptive Financial Consulting, LLC 0.10% No change 421 $274K
Hendershot Investments Inc. 0.04% Add +6.3% 420 $273K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.41% New 420 $273K
Barnett & Company, Inc. 0.21% No change 420 $273K
River's Edge Wealth Management, LLC 0.26% No change 382 $273K
Kaufman Rossin Wealth, LLC 0.16% No change 419 $273K
Notis-McConarty Edward 0.14% Add +3.7% 419 $272K
Trust Co of Kansas 0.15% No change 418 $272K
SWP Financial LLC 0.14% New 418 $272K
Harbour Investment Management LLC 0.15% No change 416 $271K
Brady Martz Wealth Solutions, LLC 0.05% Reduce -0.9% 416 $270K
Coerente Capital Management 0.05% Reduce -19.4% 415 $270K
Inman Jager Wealth Management, LLC 0.16% No change 414 $269K
Mystic Asset Management, Inc. 0.06% No change 413 $269K
Gleason Group, Inc. 0.03% Add +0.5% 413 $268K
Northwest Financial Advisors 0.52% New 412 $268K
PFS Partners, LLC 0.12% Add +24.1% 412 $268K
6th Street Advisors, LLC 0.17% — 410 $267K
Madson Wealth Advisors Inc 0.22% — 411 $267K
Prodigy Asset Management LLC 0.09% No change 411 $267K
Godfrey Financial Associates, Inc. 0.23% Reduce -2.6% 410 $267K
Blue Water Asset Management 0.09% Add +4.1% 410 $266K
LeClair Wealth Partners LLC 0.09% New 410 $266K
Encompass Wealth Advisors, LLC 0.09% Add +1.5% 409 $266K
Koesten, Hirschmann & Crabtree, INC. 0.13% No change 408 $266K
Whitener Capital Management, Inc. 0.06% Reduce -19.7% 408 $265K
Carroll Advisory Group, LLC 0.10% Add +2.3% 406 $264K
Leelyn Smith, LLC 0.04% No change 406 $264K
DF Dent & Co. Inc. 0.01% No change 406 $264K
Durante & Waters, LLC 0.19% No change 405 $263K
One Wealth Advisors, LLC 0.03% No change 403 $262K
Avalon Advisory Group 0.11% No change 403 $262K
LongView Wealth Management 0.07% No change 377 $262K
Adapt Wealth Advisors, LLC 0.09% Reduce -15.4% 400 $260K
Sterling Group Wealth Management, LLC 0.12% No change 399 $259K
DMKC Advisory Services, LLC 0.11% Add +0.3% 398 $259K
Town Capital LLC 0.21% No change 398 $259K
Jeter Robert S II 0.26% — 350 $258K
Leading Edge Financial Planning LLC 0.05% Add +10.9% 397 $258K
FLP Wealth Management, LLC 0.53% Reduce -43.5% 394 $256K
Blackston Financial Advisory Group, LLC 0.16% Add +7.4% 394 $256K
Sykon Capital LLC 0.09% Add +0.5% 393 $256K
Murphy Pohlad Asset Management LLC 0.09% No change 392 $255K
Thomas J. Herzfeld Advisors, Inc. 0.09% No change 390 $254K
James Hambro & Partners LLP 0.01% Reduce -62.5% 390 $254K
Pecaut & Co. 0.08% Reduce -0.3% 389 $253K
Clifford Group, LLC 0.19% Add +1.6% 389 $253K
Dravo Bay LLC 0.10% No change 389 $253K
Readystate Asset Management LP 0.03% Reduce -88.9% 389 $253K
Beck Bode, LLC 0.04% Reduce -91.0% 388 $253K
Hilton Head Capital Partners, LLC 0.14% No change 388 $252K
GK Wealth Management LLC 0.22% Reduce -80.2% 399 $252K
DWR Wealth Management, LLC 0.22% Add +0.3% 399 $252K
WealthTrust Asset Management, LLC 0.15% Reduce -43.3% 388 $252K
Investment Counsel Co. of Nevada 0.57% No change 386 $251K
Columbus Macro, LLC 0.03% Add +0.3% 386 $251K
Stone House Investment Management, LLC 0.04% Reduce -7.5% 385 $251K
DUTCH ASSET Corp 0.17% No change 384 $250K
RiverTree Advisors, LLC 0.16% No change 384 $250K
First Bank & Trust 0.04% Reduce -4.5% 384 $250K
Walsh & Associates, LLC 0.25% Reduce -1.5% 383 $249K
Biltmore Wealth Management, LLC 0.09% Add +2.1% 383 $249K
Wbi Investments, LLC 0.07% Add +8.2% 383 $249K
Millington Securities, LLC 0.07% — 383 $249K
Peak Financial Management, Inc. 0.06% Reduce -6.6% 382 $249K
Disciplined Equity Management, Inc. 0.12% Reduce -28.2% 382 $248K
BetterWealth, LLC 0.05% Reduce -10.3% 381 $248K
Meadowbrook Advisors Group, LLC 0.15% Reduce -35.4% 379 $246K
Summit Wealth Group, LLC 0.06% No change 378 $246K
Synergy Financial Group, LTD 0.18% Add +0.3% 378 $246K
Keystone Financial Services, LLC 0.17% Reduce -34.3% 377 $245K
Everstar Asset Management, LLC 0.13% Reduce -13.7% 377 $245K
Inlet Private Wealth, LLC 0.06% No change 377 $245K
Benchmark Investment Advisors LLC 0.14% — 377 $245K
Harbor Asset Planning, Inc. 0.21% Reduce -6.9% 376 $245K
Burns Matteson Capital Management, LLC 0.10% Reduce -21.2% 376 $244K
Cornerstone National Bank & Trust Co 0.09% No change 372 $244K
Sound Financial Strategies Group, LLC 0.17% Reduce -73.9% 374 $243K
Keener Financial Planning LLC 0.10% No change 374 $243K
Capital Square, LLC 0.11% Reduce -27.1% 339 $243K
Alpha Advisors, LLC 0.19% No change 372 $242K
Stonebridge Financial Group, LLC / MO 0.20% Add +0.5% 372 $242K
Capstone Capital LLC 0.15% New 370 $241K
Arvest Investments, Inc. 0.03% Reduce -65.6% 370 $241K
OxenFree Capital LLC 0.12% Reduce -7.8% 343 $240K
BAM Wealth Management, LLC 0.18% Add +7.9% 369 $240K
Tandem Investment Advisors, Inc. 0.01% Reduce -60.5% 367 $239K
Keyes, Stange & Wooten Wealth Management, LLC 0.11% No change 366 $238K
Beto Financial Group, LLC 0.14% Reduce -4.4% 325 $238K
Signature Wealth Management Group 0.09% No change 365 $237K
IFS Group,LLC 0.21% — 365 $237K
Coston, McIsaac & Partners 0.05% Reduce -12.3% 364 $237K
Schmidt P J Investment Management Inc. 0.04% Reduce -14.6% 363 $236K
Avion Wealth 0.05% Add +0.6% 364 $236K
Gibraltar Capital Management, Inc. 0.04% Reduce -14.8% 363 $236K
PMG Wealth Management, Inc. 0.17% Reduce -7.7% 362 $235K
Evergreen Wealth Partners LLC 0.18% No change 361 $235K
Uncommon Cents Investing LLC 0.05% No change 361 $235K
Buska Wealth Management, LLC 0.09% No change 361 $235K
JP Wealth Management, Inc. 0.16% No change 361 $235K
Regal Partners Ltd 0.01% New 360 $234K
January Capital Advisors LLC 0.32% — 359 $234K
SBI Okasan Asset Management Co.Ltd. 0.01% New 370 $234K
Fusion Capital, LLC 0.06% No change 359 $234K
Satovsky Asset Management LLC 0.04% New 358 $233K
Bay Harbor Wealth Management, LLC 0.06% Reduce -4.3% 357 $232K
Financial Connections Group, Inc. 0.08% No change 357 $232K
Consultiva Wealth Management, Corp. 0.67% No change 355 $231K
Northstar Financial Companies, Inc. 0.18% No change 354 $230K
ProCore Advisors, LLC 0.35% Reduce -10.8% 354 $230K
TrustWell Financial Advisors, LLC 0.22% No change 354 $230K
Sprott Inc. 0.01% No change 352 $229K
Hyperion Capital Advisors LP 0.11% No change 352 $229K
Ipswich Investment Management Co., Inc. 0.05% No change 352 $229K
Principia Wealth Advisory, LLC 0.13% Add +0.3% 351 $228K
FMB Wealth Management 0.09% Reduce -91.6% 351 $228K
Boyer Financial Services, Inc. 0.24% Reduce -1.1% 350 $228K
Seven Springs Wealth Group, LLC 0.05% No change 350 $228K
Park State Asset Management 0.17% New 348 $226K
Northstar Asset Management Inc. 0.07% No change 347 $226K
Phocas Financial Corp. 0.04% No change 345 $224K
Boyce & Associates Wealth Consulting, Inc. 0.17% Add +0.3% 343 $223K
Wayfinding Financial, LLC 0.10% No change 341 $222K
Guilbault Capital LLC 0.24% Add +4.3% 341 $222K
Stockman Wealth Management, Inc. 0.02% Reduce -11.9% 341 $222K
Pandowealth. LLC 0.19% Reduce -17.6% 341 $222K
HFG Advisors, Inc. 0.16% Add +12.2% 340 $221K
Roberts Financial Services LLC 0.07% Add +0.3% 340 $221K
Centerpoint Advisory Group 0.17% Reduce -9.8% 339 $220K
Broadhurst Jeffrey B 0.23% No change 339 $220K
Flagstone Financial Management 0.05% No change 337 $219K
Spectrum Financial Alliance Ltd LLC 0.04% No change 337 $219K
Outfitters Financial LLC 0.17% Add +4.7% 337 $219K
Aljian Capital Management, LLC 0.04% New 337 $219K
Applied Capital LLC 0.08% Reduce -4.0% 336 $219K
Ogorek Anthony Joseph /NY/ 0.06% Add +0.3% 335 $218K
Illumine Investment Management, LLC 0.17% Add +1.5% 335 $218K
First National Bank & Trust Co. of Newtown 0.05% No change 335 $218K
Drum Hill Capital, LLC 0.21% No change 334 $217K
Alliance Wealth Advisors, LLC 0.05% Add +0.6% 334 $217K
Envision Financial Transparency, LLC 0.21% — 334 $217K
WealthTrak Capital Management LLC 0.15% No change 332 $216K
Lifelong Wealth Advisors, Inc. 0.06% Reduce -49.1% 332 $216K
Wilkins Miller Wealth Management, LLC 0.13% Reduce -9.5% 332 $216K
Purewater Capital LLC 0.20% — 328 $213K
Claris Advisors, LLC / Mo / 0.06% No change 328 $213K
Maltin Wealth Management, Inc. 0.08% Reduce -44.4% 326 $212K
Fortress Financial Solutions, LLC 0.22% No change 325 $211K
Brookmont Capital Management 0.12% No change 325 $211K
Greatmark Investment Partners, Inc. 0.02% New 324 $211K
RCS Financial Planning, LLC 0.11% New 323 $211K
Sound Portfolio Advisors, LLC 0.17% New 323 $210K
TSA Wealth Managment LLC 0.07% No change 323 $210K
Ares Financial Consulting, LLC 0.17% Add +1.6% 321 $210K
Panoramic Investment Advisors, LLC 0.11% Reduce -0.6% 322 $209K
Sterling Wealth Management, Inc. 0.06% No change 322 $209K
Drake & Associates, LLC 0.04% Reduce -7.5% 322 $209K
RMG Wealth Management LLC 0.02% Reduce -6.9% 283 $209K
Elser Financial Planning, Inc 0.01% New 6,941 $209K
Conquis Financial LLC 0.17% No change 294 $208K
Oak Family Advisors, LLC 0.06% Reduce -0.9% 320 $208K
Blalock Williams, LLC 0.16% New 319 $207K
one8zero8, LLC 0.05% Reduce -1.9% 319 $207K
Kraematon Investment Advisors, Inc. 0.17% No change 319 $207K
Miramontes Capital, LLC 0.07% Add +2.6% 318 $207K
Oakwell Private Wealth Management, LLC 0.04% Reduce -2.1% 318 $207K
Pacific Sun Financial Corp 0.10% Reduce -4.5% 317 $207K
Nichols & Pratt Advisers LLP 0.01% No change 1,500 $207K
Tectonic Advisors LLC 0.01% No change 317 $206K
Broadview Financial Management, LLC 0.14% Reduce -4.5% 317 $206K
RCW Management, LLC 0.21% No change 317 $206K
Provident Wealth Management, LLC 0.06% No change 317 $206K
Cornerstone Select Advisors, LLC 0.13% Add +1.9% 316 $206K
Compass Wealth Management, LLC 0.09% No change 315 $205K
Meridian Financial Partners LLC 0.08% New 311 $205K
Morgan Dempsey Capital Management LLC 0.09% Add +1.9% 314 $205K
Teachers Insurance & Annuity Association of America 0.26% Reduce -8.2% 315 $205K
GLR Partners, LLC 0.11% — 315 $205K
Franklin, Parlapiano, Turner & Welch, LLC 0.05% New 289 $205K
Plan Group Financial, LLC 0.05% No change 314 $204K
Owen LaRue, LLC 0.08% No change 314 $204K
Barnes Dennig Private Wealth Management LLC 0.20% No change 314 $204K
Whelan Financial 0.06% No change 313 $204K
Financial Symmetry Inc 0.07% New 283 $203K
KilterHowling LLC 0.10% New 311 $202K
ETF Store, Inc. 0.20% Add +0.3% 311 $202K
Next Level Wealth Planning, LLC 0.10% New 309 $201K
Financial Freedom, LLC 0.10% No change 306 $199K
Chelsea Counsel Co. 0.09% No change 305 $199K
Scarborough Advisors, LLC 0.02% Add +6.4% 301 $196K
Citizens National Bank Trust Department 0.03% Add +64.6% 293 $191K
Cambridge Financial Group, Inc. 0.07% Reduce -93.1% 280 $182K
Sankala Group LLC 0.15% Reduce -24.3% 283 $181K
NorthAvenue LLC 0.14% Add +8.2% 277 $180K
Protective Life Corp. 0.60% New 277 $180K
Copia Wealth Management 0.12% Add +143.1% 265 $172K
My Portfolio Guide, LLC 0.09% — 263 $171K
Bullseye Investment Management, LLC 0.09% No change 260 $169K
Luminist Capital LLC 0.22% Add +210.8% 258 $168K
Petix & Botte Co 0.07% Reduce -50.0% 257 $167K
Goodman Advisory Group, LLC 0.04% Reduce -15.9% 254 $165K
Clark Wealth Partners 0.11% Add +0.4% 249 $162K
Dorato Capital Management 0.12% No change 236 $160K
Aventus Investment Advisors, Inc. 0.13% No change 242 $157K
Tradewinds Capital Management, LLC 0.03% Reduce -47.6% 241 $157K
William B. Walkup & Associates, Inc. 0.09% Reduce -63.4% 280 $157K
Gilpin Wealth Management, LLC 0.12% Reduce -37.1% 237 $154K
Tsai Capital Corp 0.11% No change 235 $153K
Financial Network Wealth Advisors LLC 0.15% Add +1.8% 231 $150K
Caldwell Sutter Capital, Inc. 0.06% Reduce -8.0% 231 $150K
BNP Paribas 0.00% No change 235 $149K
Abound Financial, LLC 0.06% No change 225 $146K
Clayton Financial Group LLC 0.07% Reduce -3.5% 224 $146K
Contravisory Investment Management, Inc. 0.03% Reduce -7.1% 222 $145K
FWL Investment Management, LLC 0.03% Reduce -7.2% 220 $143K
Obsidian Cio, LLC 0.13% Add +37.5% 220 $143K
Horrell Capital Management, Inc. 0.06% No change 219 $142K
Prestige Wealth Management Group LLC 0.03% Reduce -34.5% 213 $139K
Standard Family Office LLC 0.14% No change 210 $137K
Lloyd Advisory Services, LLC. 0.04% Reduce -91.1% 209 $136K
Kingdom Financial Group LLC. 0.04% Add +17.4% 209 $136K
Eukles Asset Management 0.06% Add +38.4% 209 $136K
Smallwood Wealth Investment Management, LLC 0.07% Add +2.0% 205 $133K
MRP Capital Investments, LLC 0.12% New 204 $133K
SIMA Wealth Partners, LLC 0.10% No change 203 $132K
Cedar Mountain Advisors, LLC 0.03% Reduce -63.4% 203 $132K
Basepoint Wealth LLC 0.07% Reduce -11.1% 200 $130K
Prudent Man Investment Management, Inc. 0.04% No change 189 $129K
Horizon Financial Services, LLC 0.06% Add +280.8% 198 $129K
Team Financial Group, LLC 0.06% No change 196 $127K
Quarry LP 0.03% New 196 $127K
Rosenberg Matthew Hamilton 0.03% No change 195 $127K
Tripletail Wealth Management, LLC 0.17% Reduce -7.3% 192 $126K
Kentucky Trust Co 0.07% No change 192 $125K
Alethea Capital Management, LLC 0.07% Reduce -98.6% 190 $124K
Mountain Hill Investment Partners Corp. 0.07% No change 190 $123K
GGM Financial LLC 0.06% Add +0.5% 188 $122K
Covestor Ltd 0.08% Add +125.6% 185 $121K
Beutel, Goodman & Co Ltd. 0.00% Add +1.1% 182 $118K
IMG Wealth Management, Inc. 0.07% No change 181 $118K
Westend Capital Management, LLC 0.04% Reduce -32.6% 180 $117K
North Ridge Wealth Advisors, Inc. 0.07% No change 180 $117K
Thompson Investment Management, Inc. 0.02% Add +11.1% 180 $117K
Evolution Advisers, Inc. 0.05% No change 179 $116K
Birchbrook, Inc. 0.06% Add +0.6% 176 $115K
Clearstead Trust, LLC 0.02% Reduce -37.1% 176 $114K
Birchwood Financial Partners, Inc. 0.11% No change 175 $114K
Milestone Investment Advisors LLC 0.03% No change 173 $113K
Perkins Coie Trust Co 0.02% No change 169 $110K
Entrust Financial LLC 0.08% Add +0.6% 168 $109K
Robbins Farley 0.05% Add +0.6% 165 $107K
CrossGen Wealth, LLC 0.09% No change 163 $106K
First Community Trust NA 0.08% Reduce -12.4% 162 $105K
Chapman Financial Group, LLC 0.07% Add +207.7% 160 $104K
Prosperity Bancshares Inc 0.08% No change 160 $104K
Hoey Investments, Inc. 0.01% Add +5.5% 153 $100K
NCP Inc. 0.16% Reduce -95.0% 150 $98K
Game Plan Financial Advisors, LLC 0.05% Add +114.3% 150 $98K
Accordant Advisory Group Inc 0.06% Reduce -1.4% 143 $93K
First Pacific Financial 0.01% Add +0.7% 140 $91K
Essential Investment Partners LLC 0.08% No change 137 $89K
Seneschal Advisors, LLC 0.07% No change 136 $88K
IFG Advisory, LLC 0.25% Reduce -99.9% 132 $86K
Three Bearings Fiduciary Advisors, Inc. 0.08% No change 124 $81K
MilWealth Group LLC 0.02% No change 120 $78K
Dynamic Wealth Strategies, LLC 0.04% No change 119 $77K
Bank & Trust Co 0.05% No change 118 $77K
Pinney & Scofield, Inc. 0.04% No change 117 $76K
Minot DeBlois Advisors LLC 0.07% New 116 $75K
Capco Asset Management, LLC 0.02% No change 113 $73K
Arcadia Investment Advisors LLC 0.03% No change 111 $72K
Bravera Wealth 0.03% No change 106 $69K
Nalls Sherbakoff Group, LLC 0.05% No change 105 $68K
True Wealth Design, LLC 0.02% Add +8.5% 102 $66K
Financial Consulate, Inc. 0.01% Add +36.0% 102 $66K
Transamerica Financial Advisors, LLC 0.01% Add +6.4% 100 $65K
Titiun Yejiel 0.07% No change 100 $65K
Skylands Capital, LLC 0.01% No change 100 $65K
TOWER TRUST & INVESTMENT Co 0.04% No change 100 $65K
1620 Investment Advisors, Inc. 0.04% Add +60.0% 96 $63K
Hartford Financial Management Inc. 0.02% No change 94 $61K
New England Capital Financial Advisors LLC 0.02% Reduce -21.4% 92 $60K
Southern Michigan Bank & Trust 0.02% — 88 $57K
Hara Capital LLC 0.03% No change 85 $55K
Curat Global, LLC 0.05% No change 85 $55K
PayPay Securities Corp 1.90% Reduce -16.1% 78 $55K
WFA of San Diego, LLC 0.04% No change 81 $53K
Delos Wealth Advisors, LLC 0.03% Reduce -29.8% 80 $52K
Riverview Trust Co 0.06% No change 80 $52K
Trask Adam Roland 0.05% — 79 $51K
DecisionPoint Financial, LLC 0.01% Add +137.5% 76 $49K
Clarity Asset Management, Inc. 0.02% Add +1.4% 71 $46K
Dogwood Wealth Management LLC 0.02% No change 63 $41K
Orion Capital Management LLC 0.01% No change 63 $41K
Sherman Asset Management, Inc. 0.04% Reduce -96.9% 60 $39K
CGC Financial Services, LLC 0.01% No change 60 $39K
Benson Wealth Management INC 0.05% Add +75.0% 56 $36K
REAP Financial Group, LLC 0.01% No change 55 $36K
Mb, Levis & Associates, LLC 0.01% No change 53 $34K
Kelly Lawrence W & Associates Inc. 0.01% New 52 $34K
Ramirez Asset Management, Inc. 0.00% Reduce -88.9% 50 $33K
Catherine Avery Investment Management LLC 0.01% Add +345.4% 49 $32K
POM Investment Strategies, LLC 0.04% Add +2.2% 46 $30K
Miller Global Investments, LLC 0.02% New 40 $26K
Access Investment Management LLC 0.01% No change 40 $26K
DB Fitzpatrick & Co, Inc 0.02% No change 39 $25K
Sawyer & Company, Inc 0.01% No change 38 $25K
Decker Retirement Planning Inc. 0.01% Reduce -36.2% 37 $24K
Wiser Advisor Group LLC 0.03% Add +2.9% 36 $23K
Fairscale Capital, LLC 0.02% No change 34 $22K
Reyes Financial Architecture, Inc. 0.02% Reduce -99.8% 33 $21K
Advantage Trust Co 0.01% No change 31 $20K
MBM Wealth Consultants, LLC 0.00% New 30 $20K
Strategic Advocates LLC 0.08% Reduce -92.5% 29 $19K
Networth Advisors, LLC 0.01% Reduce -71.1% 28 $18K
ARK Investment Management 0.00% Reduce -58.8% 28 $18K
Cypress Capital Management LLC (WY) 0.02% No change 25 $16K
McMillan Office, Inc. 0.00% No change 25 $16K
Imprint Wealth LLC 0.07% No change 23 $15K
Wall Street Financial Group, Inc. 0.01% New 21 $14K
Camelot Portfolios, LLC 0.01% No change 21 $13K
SWAN Capital LLC 0.00% Reduce -78.3% 20 $13K
Gould Capital, LLC 0.01% No change 20 $13K
Towne Trust Company, N.A 0.00% No change 20 $13K
JCIC Asset Management Inc. 0.00% No change 20 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -70.4% 16 $10K
USA Financial Formulas 0.00% Reduce -100.0% 13 $8K
Acumen Wealth Advisors, LLC 0.00% New 10 $7K
GS Investments, Inc. 0.00% No change 10 $7K
CYBER HORNET ETFs LLC 0.00% Reduce -98.0% 8 $5K
Valued Wealth Advisors LLC 0.00% No change 8 $5K
Capital & Planning, LLC 0.00% New 7 $5K
Financial Avengers, Inc. 0.00% No change 5 $3K
Hillsdale Investment Management Inc. 0.00% No change 5 $3K
RHL Group, LLC 0.00% Reduce -100.0% 3 $2K
PEAK6 LLC 0.00% Reduce -100.0% 2 $1K
Equitec Proprietary Markets, LLC 0.00% No change 2 $1K
Sunrise Financial Services, LLC 0.00% Reduce -91.3% 2 $1K
Capitol Family Office, Inc. 0.00% No change 1 $682
Financially Speaking Inc 0.00% Reduce -100.0% 1 $651
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.3% 580,038 $0

"% 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.